Private

luncheon

If you could anticipate changes in your credit portfolio now, what steps would you take to manage various scenarios?
Please join us a private luncheon and discussion
Ahead of the Curve:
Getting in Front of Market Opportunities, Foreclosures and NODs
Plus, hear how banks and credit unions are expanding their sales cycle to migrate CRE & C & I borrowers into business banking clients by implementing innovative services and employee training solutions.

Our Moderator

bio image

Gordon L. Gerson is managing principal of GERSON LAW FIRM APC, concentrating nationwide in all aspects of real estate and commercial real estate finance.

Mr. Gerson and the 16 lawyers of GERSON LAW FIRM APC have an active institutional and mortgage banking practice. He has substantial experience in commercial real estate finance with a particular emphasis on the origination, workout and enforcement of commercial loans with a particular emphasis on real estate finance for the capital markets and all areas of GSE lending.

Our Speakers

Selina I. Parelskin

Founder & CEO of Beacon Default Management, Inc.

a trustee company specializing in foreclosures, note sales and other default related services. Beacon operates in the western states including Alaska with offices in Southern California and Washington. Parelskin has been involved in real estate for over three decades. Parelskin secured the largest government contracts in the history of title insurance industry during the RTC era (spanning four years). She has personally worked on over $22 billion in transactions. Since The Great Recession her primary focus has concentrated on the default side. Prior to that Parelskin worked in various senior management positions for a national title insurance company in the National Accounts division. As an underwriter she worked on the larger multi-site, multi-state commercial transactions and as a regional manager she was responsible for Company’s expansion on the east coast over a seventeen year period.

Karen Trimble

CEO & Founder of CRE Execution Strategies, Inc.

a consulting and training firm specializing in best in class methods to transact commercial real estate. With over 30 years of real estate experience leading teams of attorneys, brokers, bank/fund lenders and special asset managers in law firms and medium to large FDIC insured banks, Trimble is considered a foremost authority in managing commercial real estate transactions to mitigate risk, reduce external attorneys fee and train junior and mid-level professionals. Karen has been involved in closing and lending on over 2.5 billion in commercial real estate transactions and has reduced attorney’s fees by an average of 35% when managing and negotiating purchase, sales and lending transactions.

Crystal Sargent

Founder & CEO of Invested Advisors, Inc.

a business consulting firm known for positioning banks as top financial institutions and helping them grow into that space through a disciplined approach, collaborative relationship and creative solutions. In 2019 the firm launched Second Story Advisors to give community banks and credit unions the technology and innovation to compete based on expanded services that businesses need rather than commoditized products and pricing. Crystal has over 23 years of success designing strategies and programs that accelerated market share, deposit and loan growth for an independent community bank, $900 billion Chicago-based private bank and a Southern California commercial bank, growing from $100 million to $2.1 billion over an 11 year tenure and the height of the economic recession.

Craig Kolasinski

Managing Director of Onward Investors, LLC

Craig has worked for more than 25 years in the commercial real estate finance marketplace nationwide at banks and non-bank lending companies. He has held executive managerial positions establishing and overseeing the origination, credit underwriting, closing and secondary marketing activities as well as actively serving on loan work-out committees. Craig has lead in developing lending programs at both bank and non-bank companies. Also, he has significant successful experience sourcing, buying, and trading performing, sub-performing and non-performing commercial real estate loans.

Date

Tuesday, July 30 or

Wednesday, July 31

Time

11:30 AM - 1:00 PM

The Venue

The Tasting Room | Culinary Concepts Catering
5785 Commerce Avenue, San Diego, CA 92121

RSVP

Please fill with your details Tuesday, July 30

The courtesy of your RSVP before July 19th is appreciated.

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