AB Capital served as the Title sponsor for the FOE West: Future of Family office event this past weekend at The Resort at Pelican Hill in Newport Beach. This unique three-day experience brought together renowned speakers, global multi-generational families, investors, athletes and entertainers for an elite networking and educational opportunity. In addition to serving as the Title sponsor for the event, AB Capital hosted the welcome reception on Thursday evening at one of the area’s most iconic restaurants, The Deck, on the water in Laguna Beach. On Friday, AB Capital’s Joshua Pukini gave a 20 minute presentation to the crowd on the benefits of Private Debt Investments. Other topics covered issues like risk management, the future of Family Offices, and environmental & humanitarian issues.

Friday night, FOE hosted their Impact Gala Dinner at the Newport Beach Country Club to highlight one specific humanitarian issue, human trafficking. Tim Ballard, the founder of Operation Underground Railroad, shared his intimate experience with the global epidemic of human trafficking working undercover as a special agent infiltrating child trafficking organizations.

*Disclaimer: The statements and opinions expressed in this article are solely those of AB Capital. AB Capital makes no representations, warranties or guaranties as to the accuracy or completeness of any information contained in this article. AB Capital is licensed by the Financial Division of the California Department of Business Oversight as a California finance lender and broker (DBO Lic. No. 60DBO-69427). AB Capital makes money from providing bridge loans. Nothing stated in this article should be interpreted, construed or used as legal, financial, investment or tax planning advice, or a substitute for thorough due diligence and the exercise of sound independent judgment. If you are considering obtaining a bridge loan, it is recommended that you consult with persons that you trust including but not limited to real estate brokers, attorneys, accountants or financial advisors.

Las Vegas Sunset

The 3rd annual Geraci “Captivate” event took place at the Cosmopolitan Resort in Las Vegas August 21st-23rd. A top non-conventional lending conference, AB Capital’s Joshua Pukini had the opportunity to be one of the esteemed panelists on “The Great Debate: Trust Deed Investments vs. Mortgage Funds.”

Mr. Pukini was featured on the panel with Steve Pollack, Gary Bechtel, and Angela Vannucci who shared their expert knowledge on trust deed investments and mortgage funds to attendees looking to learn from seasoned investors and grow their business.

This multiple-day conference serves as a prime networking opportunity for investors, lenders, and brokers and provides useful information from twenty-seven different speakers from successful firms, including AB Capital. Other panels featured topics like Utilizing Technology and Cutting Through the Clutter of Investing in Alternative Lending.

*Disclaimer: The statements and opinions expressed in this article are solely those of AB Capital. AB Capital makes no representations, warranties or guaranties as to the accuracy or completeness of any information contained in this article. AB Capital is licensed by the Financial Division of the California Department of Business Oversight as a California finance lender and broker (DBO Lic. No. 60DBO-69427). AB Capital makes money from providing bridge loans. Nothing stated in this article should be interpreted, construed or used as legal, financial, investment or tax planning advice, or a substitute for thorough due diligence and the exercise of sound independent judgment. If you are considering obtaining a bridge loan, it is recommended that you consult with persons that you trust including but not limited to real estate brokers, attorneys, accountants or financial advisors.

AB Capital will be sponsoring Opal Financial Group’s flagship event, The Family Office & Private Wealth Management Forum. The event will be held at Gurney’s Newport Resort & Marina in Newport, Rhode Island and has become Opal’s largest family office event in the world. Over the course of three days, family offices, private investors, and investment managers will navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to learn valuable information. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more.

Mr. Pukini is scheduled to speak on Tuesday, July 22 nd , and the focus of his discussion is “Investing in Fixed Income: Investing in a Rising Rate Environment.” Mr. Pukini will be joined by three other executives on his panel.

*Disclaimer: The statements and opinions expressed in this article are solely those of AB Capital. AB Capital makes no representations, warranties or guaranties as to the accuracy or completeness of any information contained in this article. AB Capital is licensed by the Financial Division of the California Department of Business Oversight as a California finance lender and broker (DBO Lic. No. 60DBO-69427). AB Capital makes money from providing bridge loans. Nothing stated in this article should be interpreted, construed or used as legal, financial, investment or tax planning advice, or a substitute for thorough due diligence and the exercise of sound independent judgment. If you are considering obtaining a bridge loan, it is recommended that you consult with persons that you trust including but not limited to real estate brokers, attorneys, accountants or financial advisors.

AB Capital’s Joshua Pukini was a featured speaker at the 5th annual Real Estate Family Office and Private Wealth Management Forum

AB Capital’s Joshua Pukini was a featured speaker at the 5th annual Real Estate Family Office and Private Wealth Management Forum held at the Monarch Beach Resort in Dana Point, CA. This 2 day event attracted over 500+ registrants. Mr. Pukini was joined on the panel by executives from 5 other firms as they discussed the outlook on commercial real estate and what the future could hold. As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate met AB Capital’s needs of education and networking.

*Disclaimer: The statements and opinions expressed in this article are solely those of AB Capital. AB Capital makes no representations, warranties or guaranties as to the accuracy or completeness of any information contained in this article. AB Capital is licensed by the Financial Division of the California Department of Business Oversight as a California finance lender and broker (DBO Lic. No. 60DBO-69427). AB Capital makes money from providing bridge loans. Nothing stated in this article should be interpreted, construed or used as legal, financial, investment or tax planning advice, or a substitute for thorough due diligence and the exercise of sound independent judgment. If you are considering obtaining a bridge loan, it is recommended that you consult with persons that you trust including but not limited to real estate brokers, attorneys, accountants or financial advisors.