First-Time Home-Buyers Seminar

First-Time Home-Buyers Seminar2018-05-16T12:44:34+00:00

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  • jfateh
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    Joseph Fateh
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    Event Details
    Event Title
    First-Time Home-Buyers Seminar
    Event Start Date
    Start Time
    06:00 pm
    Event Duration
    2.5 Hours
    Interest Group / Series
    • Alternative Investments
    • Private Wealth Management
    • Young Leaders


    Event Type
    Select Event Type
    Event Location
    Room Request
    2 Rooms (fits up to 120)
    Expected Attendees
    Livestream and/or Recorded Event?
    Key Organizers
    NameTitle/Firm OR Volunteer TitleEmailPhone
    Atit AminChair, Young Leaders Groupatit.amin@pivotinvestment.com9088392246


    Additional Organizers (If Any)
    NameTitle/Firm OR Volunteer TitleEmailPhone
    Joseph FatehMember, Young Leaders Groupjmfateh@gmail.com9146528676


    Communications Secretary & Content Secretary
    Communications Secretary


    Content Secretary


    Event Overview
    Keywords for Marketing
    home buying, personal investing, wealth management, alternatives, real estate, young leaders, young professional
    Description of Program
    If you’ve been thinking about buying your first home, now could be a great time to take the plunge. Interest rates are on the rise, so locking in a rate on a mortgage could become a key cost-saving move. With rents continuing to climb, perhaps you are ready to invest that monthly check in an asset that actually appreciates in value – especially one that gives you a tax break. And while today’s technology can simplify the process, there remains a great opacity to the process – not to mention today’s challenges facing first-time home buyers, such as rising real estate prices and the burden of student loans and limited credit history.To better prepare young professionals looking to buy a first home, we have gathered a talented panel featuring all the major residential real estate players (Journalist, Economist, Lawyer, Broker, and Mortgage Banker). Join the Young Leaders Group on Monday, June 25th at 6:30pm for a deep-dive discussion that will demystify the complexities of the homebuying process, including mortgage pre-approvals, down payments, broker commissions, and more.


    Learning Outcome Statements (LOS): 3-5 Bullet Points
    • Understand how a range of specialists view today’s investment opportunities in residential real estate.
    • Develop a quantitative and qualitative framework for evaluating the renting versus buying decision.
    • Debunk commonly held misconceptions about first-time home buying.
    • How to choose among various mortgage lenders amid a rising interest rate environment.


    Agenda (If Available)
    • 6:00pm to 6:30pm: Doors Open and Registration
    • 6:30pm to 6:35pm: Opening Remarks by Joe Fateh
    • 6:35pm to 7:20pm: Moderated Panel Discussion
    • 7:20pm to 7:30pm: Q&A
    • 7:30pm to 7:35pm: Closing Remarks by Atit Amin, CFA
    • 7:35pm to 8:30pm: Networking and Reception


    Speaker Details
    Number of Speakers Expected
    Potential Speakers
    Select Type from drop-down. Add as needed.
    PM Level Asset Owner/ C- Level Buy Side Manager


    Add Speakers
    POTENTIAL Speakers
    NameTitle/FirmEmail/Phone# of EmployeesAUM ($US B)URL to BioSpeaker TypeSpeaker Role
    Asset OwnerPanelist


    CONFIRMED Speakers
    NameTitle/FirmEmail/Phone# of EmployeesAUM ($US B)URL to BioSpeaker TypeSpeaker Role
    Samantha SharfStaff Writer / / 2123668944
    Matt Martin, CPAAgent / Halstead / 2125215704 Estate BrokerPanelist
    Stephen LascherSales Manager / Wells / 2122146702 BankerPanelist
    Vinson J. Friedman, Esq.Partner / Berkman, Henoch, Peterson, Peddy and FenchelV.Friedman@bhpp.com
    Nela RichardsonChief Economist / Redfinnela.richardson@redfin.com
    Joseph FatehAssociate / New York Life Real Estate Investorsjmfateh@gmail.comInstitutional Investment ManagerIntro Remarks
    Atit Amin, CFAAssociate / Pivot Investment Partnersatit.amin@pivotinvestment.comInstitutional Investment ManagerConcluding Remarks


    Is the press permitted to register for this event?
    Partners & Sponsors
    Potential Partners & Sponsors
    Partner/Sponsor NameConfirmed?Contact Person: Name/TitleEmailWho Has the Relationship? (May be N/A)


    Terms & Conditions
    I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
    • I understand and agree.


    • This topic was modified 3 months ago by jfateh.
    • This topic was modified 3 months ago by Jared Steckler.

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