All Speakers From 2023

Jacob Amezcua

Co-Founder – Motel to Apartment Conversions

Jacob Amezcua, co-founder of Motel to Apartment Conversions, LLC, is a dynamic professional with a strong educational background. He graduated with distinction from Westminster College, securing an MBA after completing his Bachelor’s degree in Communications at BYU Provo. Jacob’s extensive experience includes leadership roles as a Product Marketing Manager, overseeing a combined portfolio worth $500 million at renowned companies like 3M and Experian Credit Bureau. His tenure at 3M also saw him leading Lean Six Sigma projects, streamlining operations and creating new SOPs.

At Motel to Apartment Conversions, Jacob spearheads critical aspects of the business, serving as the driving force behind underwriting, analysis, financial modeling, and business strategy. His exceptional analytical acumen and entrepreneurial spirit have been instrumental in the company’s growth and success. With a passion for innovation and a track record of achieving outstanding results, Jacob continues to contribute significantly to the real estate industry’s evolution.

Kimberly Bays

Founder – Exponential Property Group

Kimberly Radaker Bays is the Founder and Managing Principal of Exponential Property Group. Under her leadership, the firm has capitalized over $1Billion of Multifamily Investments with an average IRR and equity multiple of over 30% and 2.0x, respectively. She is responsible for the strategic vision of Exponential Property Group, Exponential Property Management, and the Martha’s Ranch Foundation.

Prior to starting Exponential Property Group, she spent many years managing all aspects of a single-family rental portfolio for her family’s business, which ignited her passion for real estate. Preceding the launch of her real estate career, Kim spent over a decade designing and administering qualified retirement plans.

Kim holds her Bachelors of Business Administration with an emphasis in Finance from the University of Iowa. She is a Certified Apartment Portfolio Supervisor and is a member of the Dallas Business Journal Leadership Trust. She is a frequent speaker at various Multifamily Investor Conferences, has been a guest speaker on numerous podcasts, and is highly focused on giving back to the community. With any free time she has, she spends time with her husband Matt, twin sons, James and Nathan, and step-son Jett. She is passionate about supporting the broader autistic community via the Martha’s Ranch Foundation, a 501c3 she created to provide a source of fun and support tailored for families with autistic children.

Matt Bays

Principal, Chief Development Officer – Exponential Property Group

Matthew Bays is the Principal and Chief Development Officer for Exponential Property Group as well as the Chief Executive Officer for Exist Multifamily, Exponentials materials and graphics company. Matt oversees the identification and execution of new property development opportunities for the firm, as well as leading and growing the multi-million dollar materials and graphics company.

 

Prior to joining Exponential in 2017, Matt oversaw all U.S. operations for Renew Sleep Solutions where he led all aspects of operations, business development, new site development, and design/implementation of workflow technologies. He also held senior level roles with Davita, Varsity Shoppe, Iron Mountain, Pinogy Corp, and Dell Corporation.

 

Matt holds his MBA from Southern Methodist University Cox School of Business as well as his Bachelors of Science from the University of Texas at Austin. When he is not creating new business ideas, or developing new technology, his efforts are directed towards his role as Chairman of the Board for the Martha’s Ranch Foundation, a 501c3 he created alongside his wife to provide a source of fun and support tailored for families with autistic children. When not working, you can find Matt spending time with his wife Kim, son, Jett, or twin step-sons James and Nathan. Matt is an avid traveler and scuba diver.

Derek Bechtel

Founder and CEO of RDK Philanthropy – Gloo and He Gets Us

 

As the Founder and CEO of RDK Philanthropy, Derek’s mission is to grow the impact of faith-based individuals and entities through expert-level philanthropic services. A guiding verse of RDK Philanthropy is Philippians 4:17, where Paul says, “Not that I seek the gift, but I seek the fruit that abounds to your account.” For investors, one of Derek’s clients is Gloo, which is a for-profit impact investment opportunity. Additionally, to balance investing and wealth-generation Derek works with individuals and families to support their philanthropic plans for charitable giving, such as through He Gets Us and other faith-based charities. For more information: www.rdkphilanthropy.com

Adam Bergman

Founder – IRA Financial

Adam Bergman is the founder of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. Mr. Bergman’s also the owner of two leading pension administration IRA Financial Group and IRA Financial Trust are the market’s fastest growing providers of self-directed retirement plans. IRA Financial has helped over 24,000 clients take back control of their retirement funds and invest over $3.2 billion of retirement funds into alternative asset investments. He is the author of 8 books on self-directed retirement plans and a leading voice in the self-directed retirement market. 

 

He is a frequent contributor to Forbes.com and is a member of the Forbes Finance Council. He has been interviewed on CBS News and has been quoted in over one hundred and thirty major news publications—among them Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer—in the area of retirement tax planning. Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar.

 

 

With our expertise in self-directed retirements, we offer an extensive group of investment options that include real estate, private equity, precious metals, cryptocurrency and more. Our mobile app and desktop platform deliver a seamless and straightforward experience to manage your retirement funds.  All of our products can be both traditional and Roth. A few are: A full service SDIRA where we do it all for you, a checkbook controlled LLC, a Solo 401k, a ROBS and more. All our products allow you to build wealth tax free. Our Company prioritizes client education and support and offers ongoing blogs, YouTube videos and biweekly newsletter. We offer white glove customer service and IRS audit support. You can contact the experts at www.irafinancialgroup.com

Keith Blackborg

Work Optional Consultant – Financial Journey

Keith Blackborg, CPA, a proud father, husband, wealth optimizer, and tax strategist, made wealth THE business and reached “Work Optional” by age 30. Keith loves creative value-add investments. His experience includes domestic and international investments, including residential and commercial real estate, oil & gas, lending, startups, businesses, and paper assets.

 

Keith served as the director of acquisitions for a hedge fund that transacted the largest private sale of homes in US history. As a tax strategist, he showed clients how to legally save ~5-10% of their AGI in taxes. Keith now helps business owners and accredited investors reach “work optional” in 3-5 years.

Steve Blackwell

Chief Executive Officer – Invito Energy Partners Full-time

Mr. Blackwell is a successful business executive, entrepreneur and investor. He is skilled at uncovering investment opportunities, managing change, navigating turnaround environments, improving operations and leading business expansion. He has expertise in a variety of industries including oil and gas, real estate, technology and finance.

 

He has a proven track record in growing bottom-line profit, increasing top-line revenue, recruiting high-performing employees, spearheading operational, sales and marketing initiatives, and directing strategic planning. Combining core strengths in team leadership, project management, performance management, product development, sales training and compensation planning has enabled him to lead organizations of all sizes through turnarounds and growth initiatives.

 

 

Mr. Blackwell is the CEO and Co-Founder of Invito Energy Partners LLC an upstream oil and gas company that started in June 2019. Prior roles in energy included COO of US Energy Development Corporation and President of Petromax Operating Company, an oil and gas exploration and production company focused on resource plays in Texas and Oklahoma.  During his tenure as President Petromax the company sold 3 operated and 2 non-operated assets that covered 80 thousand net mineral acres for over $1billion.  Prior to joining Petromax Operating, Mr. Blackwell spent 15 years in the financial services industry in various executive management positions where his management and leadership skills were focused on growing top line revenue and bottom-line profits by directing recruiting, operating, strategic planning and sales and marketing initiatives. Mr. Blackwell received his BSBA in Finance and Accounting from Central Michigan University

Lee Bratcher

Founder, President – Texas Blockchain Council

Lee Bratcher is the President and Founder of the Texas Blockchain Council. The Texas Blockchain Council is an industry association with more than 100 member companies and hundreds of individuals that seek to make Texas the jurisdiction of choice for Bitcoin and blockchain innovation. The TBC helped to research two pieces of blockchain legislation that were passed in the 87th Legislative session and an addition two bills in the 88th Session that were signed into effect by Governor Abbott. Lee and the TBC team have a specific focus on the regulatory environment around Bitcoin mining in Texas. The TBC hosted the Texas Blockchain Summit in Austin at which speakers like Senator Ted Cruz, Senator Cynthia Lummis and SEC Commissioner Hester Peirce addressed the sold-out audience. He is also a Captain in the US Army reserves working as Tech Scout for the 75th Innovation Command that supports Army Futures Command. Formerly, Lee was a political science professor at Dallas Baptist University teaching international relations with a research emphasis on property rights.

 

 

Lee was awarded a master’s in International Relations from St. Mary’s University and is in his sixth year as a Ph.D. candidate at UT Dallas with a research emphasis on blockchain land registries. Lee lives in Richardson, TX with his wife Becca and their three daughters.

Ron Brooks

Client Strategy Agent – Avodah Capital

A strategic and high energy change agent. Expertise in retail products, financial services and non profits. Focused on innovation, improving the P and L and growth. Fractional senior executive, public speaking and strategic consulting. The tougher the challenge, the better. 

 

I can work with your team or on my own. I operate with integrity and like to make a positive difference in the lives of the customers, employees and vendors of the companies I partner with.

Mat Dewing

Founding Partner at Family Dynasty, LLC – Family Dynasty

As a physical therapist and athletic trainer Mat grew his physical therapy and fitness business to multi-state, 24-location organization before selling to private equity.  He and his wife, Janice, remain deeply devoted to philanthropy, while his primary passion is leadership development.  As a leadership consultant he has helped multiple businesses across industries in their strategic growth.  He is a business consultant, farmer, church elder, Chairman of the Board of Impact Middle East, real estate and venture capital investor, and father of 8 children hailing from Pennsylvania.  Mat is a co-founder of Family Dynasty, LLC.

Mat Dewing

Manager – Capital Concepts Inc.

Cary Donham is the Dallas Branch Manager for Capital Concepts Inc., a mortgage company specializing in investor lending. He has been in the real estate and mortgage lending field since 2000. Cary has been helping investors realize their dream of building wealth through passive income through his financing strategies. He has bought and sold more than 50 properties of his own over the years including building 4 new homes. His ability to understand housing from the ground up and his keen knowledge of mortgage lending have formed the perfect background to help investors finance their properties.

Scott Ellsworth

CPA – Ellsworth and Associates

Scott Ellsworth is a Certified Public Accountant who specializes in assisting clients with tax and financial strategies to build their wealth while keeping taxes as low as possible. He has been assisting clients for almost 35 years and an active investor himself for even longer. His focus is on developing Tax Strategy for his clients and performing IRA Asset Valuations to cut his client’s tax bill and help them build their wealth to achieve their financial goals.

Kenneth (Ken) Gendrich

Chief Executive Officer – IRA Financial

Ken Gendrich has a long history of Technology Solution Development, Delivery, and Business Management. Ken has a bachelor’s degree in Computer Science from the University of Wisconsin-Madison and a Masters in Professional Sciences from Middle Tennessee State University.

 

Ken is a certified Blockchain Architect, and has been the Director of education at a non-profit blockchain organization, Blockchain 901 since 2018.

 

Ken has led businesses and teams delivering Enterprise Resource Planning Solutions, Logistic Optimization Solutions, Interoperability Solutions in Healthcare, and is currently the Chief Executive Officer of Ira Financial Technologies.

Todd Johnson, CFA

Partner – Avodah Capital Group

Connector. Serving Friends and Partners to Realize Their Unique Potential and Purpose. Real Estate. Private Equity. Venture.

 

Seasoned agriculture finance and real estate investment principal with thorough experience in underwriting, lending, acquisition, capitalization, management, and disposition of agriculture loans and real estate assets across many sectors including agriculture, timber, industrial, retail, multi-family, and other commercial and natural resource investments.

Lane Kipp

Founder & Executive Director – All Access International

Lane Kipp is the founder of All Access International. All Access helps people give effectively towards ending spiritual and physical poverty. Prior to starting All Access, Lane left his career as the naval architect for Regal Boats to be a Christian economic development missionary in Haiti before he was forced to evacuate due to political violence. Lane has a B.S. in Ocean Engineering from Texas A&M University and a Master of Theology (ThM) from Dallas Theological Seminary. Lane and his family currently live in the mid-cities of DFW.

Chihiro Kurokawa

ZTcorporate.com

As Director in ZT Corporate’s Private Equity practice, Chihiro fosters long-term relationships by matching investor needs with varied investment opportunities across ZT Corporate’s range of businesses. He joined ZT Corporate following a career in real estate during which he led capital formation efforts enabling $29 million in acquisitions and nearly 600 multifamily units. He is also an experienced limited partner in deals across multiple asset classes. He has defined his career through resourcefulness, resilience and understanding operational complexity.

 

 

Prior to his start in private equity, Chihiro was a Marketing Analytics Manager at Toyota Financial Services where he employed analytical approaches to improve loyalty and marketing campaign efficacy for Lexus and Toyota. He also played a key role in building digital marketing capabilities for Mazda Financial Services. 

 

Chihiro earned an MBA at the UCLA Anderson School of Management and graduated with a BS from the University of California, Berkeley.

Andrew LeBaron

Co-Founder – Motel To Apartment Conversions, LLC

Andrew LeBaron, Co-Founder of Motel To Apartment Conversions, LLC, is a driven entrepreneur specializing in real estate transactions ranging from hospitality acquisitions, repositioning hospitality to multifamily, multifamily acquisitions, and light development. Being highly effective in project managing and company start ups, he owns multiple motels, multifamily, and single family assets and co-owns buymoretime.com, a short term rental management company. His current venture is to establish relationships and structure creative collaborations with other professionals, capital partners, and property owners. He intends to purchase and invest not only real estate, but other vale-add companies and opportunities.

Dustin Miles

Managing Partner – Momentum Multifamily

Dustin is a Principal and Managing Partner at Momentum Multifamily, a real estate investment firm that specializes in acquiring and managing multifamily properties. With over 15 years of experience in the real estate industry, Dustin has a proven track record of success in identifying and executing investment opportunities that generate strong returns for his investors. Under his leadership, Momentum has acquired over 1,100+ units at a total capitalization of approximately $180,000,000. Additionally, prior to co-founding Momentum Dustin acquired over 1,400 units with a capitalization of approximately $96,000,000.

 

Since beginning his career, Dustin has sold approximately 1,000 units with an average IRR of over 30% and a multiple of 2.3x, respectively.  Dustin focuses on the strategic direction, acquisitions, and asset management of the company.

Sean Morris

Co-Founder / CEO – Family Dynasty

As Co-Founder/CEO of Family Dynasty, LLC, Sean offers families consultation and educational services and partners with reputable estate planners and wealth managers to help families flourish. He equips dynastic families to live out their God-given Kingdom mandate through the stewardship of relationships and resources.

The vision for Family Dynasty is to be a premier global resource to serve one million dynastic Christian families who enhance the flourishing of communities.

Sean is an executive consultant and business owner with a demonstrated history of working in NFP institutions & industry as well as entrepreneurship. Skilled in commercial & nonprofit organizations, Sean is a strong community and social services professional with a Doctor of Divinity focused in Leadership from PCU.

 

Research shows that 90% of inherited wealth is gone by the 3rd generation. How do we reverse this? How do we ensure that our legacy, our family is not a part of this statistic?

 

Can your family wealth continue to grow from generation to generation?

Jeff Redd

Owner – Golden, Redd & Company

Jeff Redd, CPA, CGMA has MS and BS in Accounting with an emphasis on taxation from the University of North Texas. He has been practicing public accounting since 1994 working with small to medium sized businesses and the owners of those businesses. Focused primarily on income tax planning with an eye towards compliance, he works to provide personalized, targeted income tax plans that are designed to match income tax goals with life goals. Taxes are tough – talking with your tax advisor about them shouldn’t be!

Rick Rusaw

Executive Leadership Team – He Gets Us

Rick is President of Spire Network, a national digital engagement platform, conference and innovation community focused on equipping and inspiring Christian leaders. Rick also serves on the executive leadership team at Gloo, a Boulder, Colorado data and technology company.

For more than 28 years, Rick served as Lead Pastor at LifeBridge Christian Church in Longmont, Colorado. Rick has assisted churches and denominations worldwide in developing an external focus to ministry and has authored several books and resources including the best-selling missional-book Externally Focused Church, as well as Life on Loan, Externally Focused Quest, 60 Simple Secrets Every Pastor Needs to Know, The Neighboring Church and The Neighboring Life.

Prior to leading at LifeBridge, Rick was the Executive Vice President at Cincinnati Christian University.

Rick’s entrepreneurship and influence continue to produce leadership opportunities in the areas of international banking and real-estate development and corporate start-ups. Presently, he is:

Founder and Chairman of MOMO Group, Ltd., a UK-based mobile banking company with offices in UK, Luxembourg, Cambridge, Kenya, Singapore and Malaysia 

Managing Partner of Tiznow Ventures, a real estate holding company with more than 150 homes across four states

Owner of Folsom Ridge Development Company, a 500-home real estate development project in Lake of The Ozarks.

 

Rick speaks for business and ministry conferences around the world, has consulted with, raised capital for and guided numerous start-ups, and shares his leadership on several corporate and nonprofit boards.

 

Rick and his wife Diane have three children and seven grandchildren who all call Colorado home.

Jason Sharp

Owner – CapX Ventures, LLC

Jason calls himself a “professional, passive investor”, personally investing in private assets; managing those assets; and bringing along other investors through syndication since 2013.

 

Seeking a diversification pivot to his investment strategy, Jason directed his entrepreneurial savvy in 2021 to the world of oil and gas with a focus on cash-flowing projects with significant production upside. Acquisitions thus far have delivered production increases well north of 100% and their associated revenues. His current working interest extends beyond 280 wells.

 

Prior to the energy sector, he syndicated and managed private investments with deep value-add multifamily real estate. His ownership experience surpasses 10,000 units.

 

During Jason’s “career 1.0”, he enjoyed a 20-year entrepreneurial IT profession, co-founding three successful consultancies with a focus on process optimization, automated workflows, and enterprise systems integration.

 

 

He is passionate about mentoring others, greatly enjoys cooking, appreciates wine, plays golf, and tells deadpan jokes. Jason holds a Bachelor of Science in Aerospace Engineering from the University of Maryland, College Park, MD. He is fluent in French and is an instrument-rated private pilot.

Phil Stanley

President, CEO – PM Squared Financial

PM Squared is a Registered Investment Advisor based in Fort Worth Texas that seeks to provide a family office feel to the everyday investor. To this end we tailor our financial planning services to the individual needs of our clients by offering them an expansive array of investment tools, ranging from the traditional vehicles of stocks, mutual funds, and ETFs to opportunities for cryptocurrency exposure, options trading and private equity offerings.

Gregory Treat

Family to Household Level-Up Specialist – Avalon Circle Consulting

Gregory Treat helps families translate their unique gifts, calling, and vision, into strategic intellectual property that can be actively passed down through the generations. While the long-term effects of these practices are felt on a generational time-scale, Gregory and his team also assist in documenting and valuing the IP  potentially allowing the family to enjoy a significant tax benefit from year one. My goal is an upright household, which reliably produces heirs capable of fulfilling their promises to their families, friends, and communities over 40, 100, and even 400 year timescales.

Jonathan Wield

Managing Partner – Unbridled Wealth

Girl dad. 8 & 3 year-old daughters and have been married 10 years. Moved to denver 8 years ago to help plant a church.

 

I have a huge bias towards small business ownership, historic commercial real estate and infinite banking. Affinity towards crypto. I’ve found my greatest success in niche financial strategies – I see the stock market as a way to sustain wealth, not a way to create it. My day to day is Unbridled Wealth (implementing infinite banking & other niche financial strategies) and the restoration of Hotel St Cloud in Canon City, CO. My goal is always to add value and I love strategizing and solving problems. Also, a big fan of tax credits…

 

 

I’m a partner in 8 companies, 3 commercial properties, and a number of private placements and syndications.