Collaborative REAL ESTATE SUMMIT 2025
WEDNESDAY, MARCH 26th
9 AM to 4:30 PM
CROWNE PLAZA KING OF PRUSSIA
Collaborative REAL ESTATE SUMMIT 2025
WEDNESDAY, MARCH 26th
9 AM to 4:30 PM
CROWNE PLAZA KING OF PRUSSIA
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Meet Our Keynote Speakers!
Tony Giordano
Tony Giordano
Tony Giordano
Often seen on CNBC, Bloomberg, Forbes and Bravo TV, Tony Giordano is a celebrity agent, renowned international speaker and 2X US bestselling Author on tech and business marketing. He was voted a John C Maxwell World Top 100 leader and is ranked #6 most influential in real estate in the world.
With over 25+ years of experience in the real e
Often seen on CNBC, Bloomberg, Forbes and Bravo TV, Tony Giordano is a celebrity agent, renowned international speaker and 2X US bestselling Author on tech and business marketing. He was voted a John C Maxwell World Top 100 leader and is ranked #6 most influential in real estate in the world.
With over 25+ years of experience in the real estate industry on both the finance and sales side. Tony has an addictive passion in his teaching style and coaches and speaks to SOLD OUT crowds on a wide variety of topics today from motivation, marketing, sales, tech, blockchain, and helping sales individual propel productivity.
Bo Belmont
Tony Giordano
Tony Giordano
Bo Belmont is transforming how everyday people build wealth through real estate. As the visionary founder of Belwood Investments, he's facilitated over 1,200 successful real estate transactions and pioneered the innovative "B52 model" that's revolutionizing property investment.
From his first property rehab in 2008 to acquiring a $21 milli
Bo Belmont is transforming how everyday people build wealth through real estate. As the visionary founder of Belwood Investments, he's facilitated over 1,200 successful real estate transactions and pioneered the innovative "B52 model" that's revolutionizing property investment.
From his first property rehab in 2008 to acquiring a $21 million Tadao Ando-designed Malibu estate in 2024, Bo's journey exemplifies the power of strategic real estate investment. His company's groundbreaking mobile app has democratized real estate investing, allowing anyone to own a stake in high-value properties starting at just $1,000.
A dynamic speaker and educator, Bo co-founded Belwood University to mentor aspiring investors and share his wealth-building strategies. His presentations combine real-world experience with actionable insights, empowering audiences to leverage real estate opportunities in any market condition.
Steve Meyer
Tony Giordano
Steve Meyer
Steve Meyer serves as the Chief Executive Officer of PPR. In this role, Steve’s main responsibility is to drive the company’s strategy, focusing on the growth of our Real Estate verticals as well as the expansion into opportunities in new markets and growth opportunities.
Before joining PPR, Steve enjoyed a twenty-nine-year career at SEI I
Steve Meyer serves as the Chief Executive Officer of PPR. In this role, Steve’s main responsibility is to drive the company’s strategy, focusing on the growth of our Real Estate verticals as well as the expansion into opportunities in new markets and growth opportunities.
Before joining PPR, Steve enjoyed a twenty-nine-year career at SEI Investments Co. where he was involved in their financial servicing, technology, and Wealth Management businesses, most notably building their Investment Manager Services division from the ground up to the largest division in the company.
Steve’s last role at SEI was Executive Vice President of SEI and President of SEI’s Global Wealth Management Services, including their Private Banking and Investment Manager Services businesses, as well as the SEI Family Office Services and the Global Regulatory Compliance platform, where he was responsible for providing holistic investment operations and technology infrastructure solutions to investment and wealth managers globally.
Meet our Featured Speakers
Beckie Barton
Karen Liz Albert
Karen Liz Albert
Chief Results Officer and Real Estate Sales Trainer
Steven Seymour
Karen Liz Albert
Steven Seymour
Founder of
VRA Realty, Vanguard Settlements, and VRA Capital
Amanda Sokol
Martha Lebrón-Dykeman
Martha Lebrón-Dykeman
Owner
Sokol Enterprises
Martha Lebrón-Dykeman
Martha Lebrón-Dykeman
Martha Lebrón-Dykeman
Coach
Forward Coaching
Jason Stevenson
Luis Vanderhorst
Jason Stevenson
Owner
Vanguard Lending
Luis Vanderhorst
Luis Vanderhorst
Luis Vanderhorst
Founder and Automations Alchemist
Outsource My Life Virtual Assistants and Local Hero Automations
Rob Lawrence
Rob Coldwell
Rob Coldwell
VRA Realty - Rob Lawrence Team
Maria Perry
Jeffrey Bannan
Jeffrey Bannan
Realty One
Our Supporters and Sponsors
VRA Realty
Our vision at The Collaborative Agent Mastermind is to create a platform that brings together professionals and enthusiasts from all over the world to exchange ideas, learn from each other and create meaningful relationships.
Silver Tier Sponsors
Vanguard Settlements
D'Amato & LaSpada, LLC
Vanguard Settlements
Dive into the world of Vanguard Settlements, where community ties and a personalized touch blend seamlessly. Our mission? Timely closings, memorable experiences, and unwavering satisfaction. Let us be your go-to partner, turning every transaction into a story worth telling.
Vanguard Lending
D'Amato & LaSpada, LLC
Vanguard Settlements
We offer comprehensive mortgage brokering services to clients based in Pennsylvania and Delaware. Our expertise covers residential and commercial mortgages, and we have a wide range of loan products available to cater to our diverse customer base.
D'Amato & LaSpada, LLC
D'Amato & LaSpada, LLC
D'Amato & LaSpada, LLC
D'Amato & LaSpada, LLC is licensed in DE and specializes in Accounting. We offer a broad range of services for business owners, executives, and independent professionals. We are professional, experienced, and affordable.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Markful
CamaPlan
D'Amato & LaSpada, LLC
Founded in 1994, Markful (formerly House of Magnets) has grown from a small company with a big dream into a premier provider of marketing products and solutions. At our core, we are more than just a product supplier; we are your partner in making a meaningful impact on the world. From magnetic marketing solutions to signs, apparel, and pr
Founded in 1994, Markful (formerly House of Magnets) has grown from a small company with a big dream into a premier provider of marketing products and solutions. At our core, we are more than just a product supplier; we are your partner in making a meaningful impact on the world. From magnetic marketing solutions to signs, apparel, and print products, we offer a wide range of tools to help you stand out and connect with your customers.
At Markful, our success is built on our core values. We believe in working together as a team and always doing the right thing. We're big dreamers and even bigger doers—transforming ideas into practical, effective solutions that drive progress. We embrace the journey of continuous improvement, constantly pushing the boundaries of what we can learn and achieve. And with a spirit of curiosity, we tackle challenges, unlocking new possibilities and innovative pathways forward.
CamaPlan
CamaPlan
CamaPlan
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.
CamaPlan first made its mark in its local market by providing superio
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.
CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.
Bronze Tier Sponsors
AnnieMac Mortgage
AnnieMac Mortgage
AnnieMac Mortgage
AnnieMac Home Mortgage is a trusted leader in the home financing industry, headquartered in Mount Laurel, New Jersey. With a mission to provide a seamless and personalized mortgage experience, AnnieMac offers a wide range of loan products tailored to meet the unique needs of homebuyers and homeowners.
AnnieMac exclusively offers the innova
AnnieMac Home Mortgage is a trusted leader in the home financing industry, headquartered in Mount Laurel, New Jersey. With a mission to provide a seamless and personalized mortgage experience, AnnieMac offers a wide range of loan products tailored to meet the unique needs of homebuyers and homeowners.
AnnieMac exclusively offers the innovative Cash2Keys program, designed to empower buyers in competitive markets by allowing them to purchase their new home with the strength of a cash offer. This program enables buyers to secure their dream home first, then sell their current property later, using their home equity to facilitate the process.
Backed by a team of experienced professionals and a commitment to excellence, AnnieMac emphasizes education, transparency, and customer service to make homeownership accessible and achievable for all.
Happy To Help LLC
AnnieMac Mortgage
AnnieMac Mortgage
Happy to Help LLC is a transaction management company. We are licensed in PA, DE, and MD. We are an extension of you and will help you with the details, documents, and dates so you can focus on growing your business. If you don't have a TC, YOU are the TC.
RentWell
AnnieMac Mortgage
1031 CORP.
Rentwell is a professional property management company that cares about what we do and the people we serve. Our mission is to seamlessly manage properties by executing innovative services that provide peace of mind for both owners and residents.
1031 CORP.
AnnieMac Mortgage
1031 CORP.
1031 CORP. has served as a nationwide Qualified Intermediary of 1031 tax-deferred exchanges. Since 1991, our Exchange Team strives to provide an exceptional exchange experience made easy and handles even the most complex transactions, including reverse and improvement exchanges.
Quality 1st Basement Systems
Quality 1st Basement Systems
Quality 1st Basement Systems
Quality 1st Basement Systems tackles the dirtiest and toughest jobs homeowners can throw at us, including basement waterproofing, crawl space repair, foundation repair, concrete lifting, flood vent installation, sump pump installation, piering, and foundation replacement.As members of both the Basement Systems and the
Supportworks network
Quality 1st Basement Systems tackles the dirtiest and toughest jobs homeowners can throw at us, including basement waterproofing, crawl space repair, foundation repair, concrete lifting, flood vent installation, sump pump installation, piering, and foundation replacement.As members of both the Basement Systems and the
Supportworks networks, we're trained to handle a wide variety of below-grade challenges. Have a wet, flooded basement or crawl space? Bowed, cracked, or tilted foundation walls? We will meet your needs and exceed your expectations! We service homeowners throughout New Jersey & Pennsylvania as well as Staten Island.
Old Republic Exchange
Quality 1st Basement Systems
Quality 1st Basement Systems
Old Republic Exchange has facilitated thousands of 1031 transactions. We are the unparallel leader in the exchange business. Our national team consists of qualified, experienced professionals who will assist you in structuring and managing your transaction-be it the simple delayed or simultaneous exchange, or the complicated reverse, bu
Old Republic Exchange has facilitated thousands of 1031 transactions. We are the unparallel leader in the exchange business. Our national team consists of qualified, experienced professionals who will assist you in structuring and managing your transaction-be it the simple delayed or simultaneous exchange, or the complicated reverse, build-to-suit or multi-site commercial transaction. Knowledgeable and professional staff of qualified account managers and experienced attorneys understand your individuals' needs in the property exchange process. When you choose Old Republic Exchange, a wholly owned subsidiary of one of the nation's premier title insurers, Old Republic Title, you have the confidence of knowing our financial strength preserves the integrity and security of your transaction.
Comparion Insurance Agency
Quality 1st Basement Systems
Comparion Insurance Agency
Comparion Insurance Agency, a subsidiary of Liberty Mutual Insurance, is a leading insurance brokerage established in 2008 to simplify the insurance shopping experience. Headquartered in Boston, Massachusetts, Comparion operates as an independent agency with the backing of Liberty Mutual’s resources, offering customers access to tailored
Comparion Insurance Agency, a subsidiary of Liberty Mutual Insurance, is a leading insurance brokerage established in 2008 to simplify the insurance shopping experience. Headquartered in Boston, Massachusetts, Comparion operates as an independent agency with the backing of Liberty Mutual’s resources, offering customers access to tailored insurance solutions from a wide network of top-rated carriers.
MB Capital Solutions
Quality 1st Basement Systems
Comparion Insurance Agency
We work with you, the business owner and real estate investor, to help determine the proper financing solution for you and your company’s specific needs. Our goal is to provide you with the guidance necessary to position you and your business for access to capital by developing a strategy for your particular situation. We work directly wi
We work with you, the business owner and real estate investor, to help determine the proper financing solution for you and your company’s specific needs. Our goal is to provide you with the guidance necessary to position you and your business for access to capital by developing a strategy for your particular situation. We work directly with an array of local, regional, and national lenders and will create a customized plan for you.
Our advisors understand the importance of a strong personal credit file in order to obtain the best financing for your business. We will take the time to review, evaluate, and provide feedback on your personal credit profile with regards to how it compares to our lenders requirements. All of our advisors are Certified FICO Professionals and understand how to ensure that your credit file is preserved and/or improved while we help you obtain the capital you desire. If you do not qualify for any of our unsecured funding programs, our advisors can provide you with a step-by-step strategy to help you qualify for the financing you desire.
We specialize in providing business owners with access to $25,000 - $150,000+, in the form of Unsecured Business Lines of Credit. The Unsecured Business Lines of Credit are available for companies of all ages, from startups with no established revenue to well-established companies. We can assist business owners in every industry. The business lines require no collateral & no financial documentation, only a personal guarantor. They are freely spendable to meet all of your company’s specific needs.