First-Time Home-Buyers Seminar

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

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    https://www.cfany.org/pdf/5a4c117e458ee/3007/

    Your Contact Information
    Name
    Joseph Fateh
    Email
    jmfateh@gmail.com
    Post Custom Field
    31086
    Event Details
    Event Title
    First-Time Home-Buyers Seminar
    Event Start Date
    06/25/2018
    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
    Event Location
    Room Request
    2 Rooms (fits up to 120)
    Expected Attendees
    100+
    Livestream and/or Recorded Event?
    Yes
    Organizers
    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
    NameEmail
    Anna Toshachanna.toshach@gmail.com

     

    Content Secretary
    NameEmail
    Joseph Fatehjmfateh@gmail.com

     

    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
    6+
    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 / ForbesSSharf@forbes.com / 2123668944https://www.forbes.com/sites/samanthasharf/JournalistModerator
    Matt Martin, CPAAgent / Halstead Propertymmartin@halstead.com / 2125215704https://www.halstead.com/real-estate-agent/matt-martinReal Estate BrokerPanelist
    Stephen LascherSales Manager / Wells Fargostephen.lascher@wellsfargo.com / 2122146702https://www.linkedin.com/in/stephen-lascher-2834bb4Mortgage BankerPanelist
    Vinson J. Friedman, Esq.Partner / Berkman, Henoch, Peterson, Peddy and FenchelV.Friedman@bhpp.comhttps://www.bhpp.com/attorney/vinson-j-friedman/LawyerPanelist
    Nela RichardsonChief Economist / Redfinnela.richardson@redfin.comhttps://www.linkedin.com/in/nela-richardson-59813613/EConomistPanelist
    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?
    Yes
    Partners & Sponsors
    Potential Partners & Sponsors
    Partner/Sponsor NameConfirmed?Contact Person: Name/TitleEmailWho Has the Relationship? (May be N/A)
    Yes

     

    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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