Section 1 — Hero
Private Money Broker Network Presents

National Conference & Expo

Elevate Bootcamp + Activate Summit + Smart Money Blueprint Training
Section 2 — Overview + Lead Capture
From Your First Deal to Becoming the Capital

Build. Scale. Dominate.
Private Money Lending

The 3-day national conference for private money brokers at every stage — from foundation to nine-figure scale, now hosted alongside Geraci's Elevate Bootcamp and Activate Summit at the Fontainebleau Miami.

The Private Money Broker Network National Conference & Expo is a national-level experience built for people who want to expand what's possible in their financial life — whether you're just starting to explore new opportunities or you're already active in real estate, lending, investing, or entrepreneurship.

This is not a niche seminar for insiders only.

This is a national-level conference built for curious beginners, growing professionals, and experienced operators who understand one simple truth: the fastest way to grow is by getting in the room with people who are already connected, informed, and moving.

Inside this conference, you won't just hear ideas — you'll see how capital, projects, professionals, and strategies intersect in the real world. You'll gain clarity on how the private capital ecosystem works, where opportunities actually come from, and how everyday people position themselves to participate in it ethically, intelligently, and confidently.

This year, that also means full access to both halves of Geraci's flagship private lending event — Elevate, the certification bootcamp on how private lending deals are structured, and Activate, the growth summit where the industry's decision-makers talk capital, scaling, and deal flow — plus PMB Network's own exclusive Smart Money Blueprint broker training.

Whether you are:

  • exploring a career pivot
  • adding a new income stream
  • growing a real estate or finance-adjacent business
  • or simply wanting to understand how money really moves behind the scenes

this conference meets you where you are — and shows you what's next.

Register Here
Not Ready to Register Yet?

Email Me the Details

Drop your info and we'll send you everything on Elevate, Activate, and Smart Money Blueprint training.

Section 3 — What's Included
What's Included

One Ticket. Three Experiences.

Sept 28–29

Elevate

Full access to the Private Lender's Bootcamp — 8 hours of certification training on deal structure, compliance, risk, and how private lending actually works, plus the optional certification exam.

Exclusive

Smart Money Blueprint

Exclusive access to the Smart Money Blueprint Private Money Broker Training — PMB Network's own broker-fee training, not available anywhere else at this event.

Sept 29–30

Activate

Full access to the Private Lending Growth Summit — main-stage panels, Geraci's Deal Den, and the Miami Nights kickoff party with the people actually moving capital.

Section 4 — Agenda Day 1
Day 1 · Elevate

Monday, September 28

Fontainebleau Miami Beach · 4441 Collins Avenue, Miami Beach, FL 33140

7:30 – 9:00 AM
Registration & Breakfast
9:00 – 9:15 AM
Opening RemarksAnthony Geraci, CEO & Co-Founder, Geraci LLP
9:15 – 9:45 AM
Converting From Conventional to Private Lending: Compliance Considerations, Licensing, (No) RESPA, and the Nuts and Bolts of Private LendingKaene Soto II, Attorney, Geraci LLP
9:45 – 10:00 AM
Networking
10:00 – 11:00 AM
Private Money Lending Broker CourseDavid Crantz, President, Signature Capital Group
11:00 AM – 12:00 PM
How Do Traditional Brokers Convert Their Book of Business Into Private Lending?Valerie J. Saunders, CRMS, Chief of Staff, NAMB · Brendan Boyle, Director of TPO, Temple View
12:00 – 1:00 PM
Lunch Session
1:00 – 2:00 PM
A Private Lending Primer: Different Paths You Can Take to Make Money in Private LendingAnthony Geraci, CEO & Co-Founder, Geraci LLP
2:00 – 2:30 PM
SessionDavid DiNatale, Managing Partner & Attorney, Capital Funding Financial LLC
2:30 – 2:45 PM
Networking
2:45 – 3:45 PM
Doing Deals With Your Own Money – We Will Show You HowAdam Pelzer, Head of Private Lender Finance & CFO, Time Bank
3:45 – 4:30 PM
How to Build a $100M Private Money Broker BusinessAdonis Lockett, Founder, Smart Money Blueprint
4:30 – 5:00 PM
Wrap-Up & Open Q&AAnthony Geraci, Kaene Soto II, David Crantz, Brendan Boyle, Adonis Lockett, Valerie J. Saunders, Adam Pelzer, David DiNatale
5:00 – 7:00 PM
Elevate Networking ReceptionCocktails, appetizers & meaningful connections · Sponsored by Temple View Capital
Section 5 — Agenda Day 2
Day 2 · Elevate Closes, Activate Opens

Tuesday, September 29

Fontainebleau Miami Beach · 4441 Collins Avenue, Miami Beach, FL 33140

Elevate — Morning

8:00 – 9:00 AM
Registration/Breakfast
9:00 – 10:00 AM
Getting Started in Private Lending and How to Network EffectivelyPeter Steigleder, Glassbox Lending
10:00 – 11:00 AM
AI: Q&A With the ModeratorChad Mestler, President & CEO, Helvetica · Oliver Austria, Founder & CEO, RevCap · Chris Fuelling, CEO & Founder, LendingWise
11:00 – 11:30 AM
Top 10 Strategies to Get $50M of Monthly VolumeAdonis Lockett, Founder, Smart Money Blueprint
11:30 AM – 12:00 PM
Closing Remarks/Open Q&AValerie J. Saunders, Brendan Boyle, Anthony Geraci, Nathan Goodhart
12:00 – 2:00 PM
Lunch on Your Own

Joint Elevate & Activate

2:00 – 3:00 PM
Miami Takeover / Passport ExperienceA fast-paced networking experience — move from conversation to conversation and experience Miami along the way

Activate — Opening Night

3:00 – 3:15 PM
Welcome RemarksAnthony Geraci, CEO & Co-Founder, Geraci LLP
3:30 – 4:00 PM
Keynote SpeakerMike DeSantis, VP, American Mortgage Resource · Anthony Geraci
4:00 – 4:45 PM
Highly Effective Fund Managers: Returns, Leverage and Equity Returns Over the Last 10 YearsJoshua K. Nevarez, Armanino · Kaene Soto II, Geraci LLP · Sanjay Patel, Nomura Securities International · Richard Katz, Rodeo Lending
4:45 – 5:30 PM
Practical Applications of AI – How to Supercharge Your Private Lending BusinessChad Mestler, Helvetica · Nathan Goodhart, Nexys · Michael Tedesco, Appraisal Nation · Sean Morgan, Forecasa · Chris Fuelling, LendingWise
8:00 – 11:00 PM
Miami Vice Night – LIV TakeoverAn unforgettable evening of networking, entertainment and Miami energy at LIV · Sponsored by Temple View Capital
Section 6 — Agenda Day 3
Day 3 · Activate

Wednesday, September 30

Fontainebleau Miami Beach · 4441 Collins Avenue, Miami Beach, FL 33140

9:00 – 9:30 AM
Breakfast/Registration
9:30 – 10:00 AM
Opening RemarksAnthony Geraci, CEO & Co-Founder, Geraci LLP
10:00 – 11:00 AM
Evolution of Private Lending: Past, Present, FutureMichael Niccolini, Temple View · Jeffrey Tesch, RCN Capital · John Beacham, Toorak Capital Partners · Dana Georgiou, Dunmor · Sean Morgan, Forecasa
11:00 – 11:15 AM
Networking
11:15 AM – 12:15 PM
Session TBD
12:15 – 1:15 PM
Lunch
1:15 – 2:00 PM
Using Litigation to Rewrite Loans BetterRicky Shah, Geraci LLP
2:00 – 2:15 PM
Mitigate and RegulateJasmine Daya, CEO, JD&Co.
2:15 – 2:30 PM
Networking Break
2:30 – 3:30 PM
From Start-Up to Scale to Exit: How We Did ItMichael Tedesco, Appraisal Nation · Anthony Geraci, Geraci LLP
3:30 – 4:30 PM
Ask Me AnythingAnthony Geraci, Ricky Shah, Kaene Soto II, Jasmine Daya
4:30 – 5:00 PM
Closing Remarks/Open Q&AAnthony Geraci, CEO & Co-Founder, Geraci LLP
Section 7 — Hotel
Where to Stay

Fontainebleau Miami

Both Elevate and Activate are hosted at the Fontainebleau Miami this year — one hotel, no shuttle needed between sessions, networking, and nightlife.

Book Your Room Here
Section 9 — FAQ
Frequently Asked Questions

FAQs

Who should attend?

Exploring New Financial Paths — brand new to real estate, lending, or finance, or simply curious how people create opportunities outside traditional employment.

Already Active but Wanting Expansion — involved in real estate, mortgages, investing, insurance, or entrepreneurship and want to see adjacent opportunities.

A Connector by Nature — good with people, communication, or strategy, and want to see how valuable that is inside this ecosystem.

Looking for Legitimacy & Structure — want professional pathways and systems that scale, not shaky side hustles.

What's included in the ticket price?

Full access to Geraci's Elevate Bootcamp and Activate Summit, plus exclusive access to the Smart Money Blueprint Private Money Broker Training.

Where is this located?

Elevate (September 28–29) and Activate (September 29–30) both take place at the Fontainebleau Miami. Smart Money Blueprint training location/time to be announced.

What is the refund policy?

All sales are final.

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