In this season’s final episode, Kevin sits down with his partner Dennis Baranowski, aka The Beard, aka The Wise One. Although he’s a partner in the Banking & Finance division of Geraci, Dennis’ skills extend to litigation, foreclosure, TCPA, and even bankruptcy. Dennis ultimately led Kevin through his career journey that resulted in his partnership at the firm. They discussed his working at big law, in-house, and then with Geraci. As a bonus, Kevin asked Dennis questions sent in from some of Dennis’ favorite clients. Please join us for another great episode to close out Season 2!

In this episode, Kevin sits down with Sharon Koh with 1839 Asset Management. We learned about the evolution of 1839’s history in the space and Sharon’s views on the industry’s trend toward DSCR. We also learned about their long history in the industry working with lenders since before the “boom” in 2016. As an asset manager for life companies, Sharon’s perspective on the industry is unique. Finally, we got to know Sharon’s backstory coming from Singapore and transitioning from senior executive in Fortune 500 companies to RIA / Entrepreneur.

In this episode filmed at Geraci’s Irvine office, Kevin interviews Michael Schumacher and Chris Meinhardt from longtime client Enact Partners. He learned about Michael’s unique perspective as a construction lender and how he utilizes his experience as a developer, city councilman, and lender to evaluate trends in the market and underwrite quality loans for his investors. Kevin also enjoyed getting to know Michael’s newest partner, Chris, who is a former banker and U.S. Marine. This was a fun one, so be sure to listen in!

For this episode, Kevin sat down with Huy Do, managing partner at PrideCo Capital, during the California Mortgage Association Fall Seminar. Everybody in the industry knows Huy, but very few know the story behind PrideCo or Huy’s background. They talked about PrideCo’s decision to jump into the private lending sector, Huy’s excitement about the industry, and Huy’s philosophy regarding networking, family, and business.

For this episode, Kevin sat down with Dalton Elliott at Lima One Capital. Dalton shared the tale of the founding of Lima One, discussed its growth, and discussed its recent acquisition by MFA. This was a very informative episode on learning how to grow and scale quickly. Their focus on training and culture combined with their obsession with growth has really taken them very far in such a short time. Another great part of this episode was hearing about how Dalton, like many of his colleagues, joined the firm fresh out of college, and remained loyal to the company thanks to these values and focus points. Tune in to learn more!

This time, Kevin sat down with the inimitable Beth O’Brien, Founder of CoreVest Finance. During this episode, Kevin learned about Beth’s “maniacal obsession” with being a true cradle-to-grave lender starting in 2011. Over the past ten years, CoreVest has achieved significant growth, $12B in origination, with multiple securitizations under their belt. Beth has ensured the firm’s ability to scale the business through focusing on standardization. Their “Burgers, Fries, and Shakes” approach to their lending business was an intentional construct from Day 1 in 2011 and remains true to this day – why? It allows their business to scale but also prepares them for securitization at the origination stage. Listen in to learn more!

Eric from Roc360 joined Kevin for a great interview. They took a trip down memory lane, talking about the Private Lending Industry’s evolution from Eric’s perspective and how Roc has grown right alongside it. He learned about Roc’s holistic approach and drive to be a full-service capital provider to the space. Kevin and Eric also talked about the challenges in operating a business during COVID in New York.

For this episode, Kevin had the unique pleasure of sitting down with the CEO and Founder of Temple View Capital and MCM Capital: Steven Trowern. They talked a lot about Temple View’s history and growth over the years and discussed their focus on maintaining a startup mentality. Kevin and Steve also spent some time comparing the pandemic crisis to the global financial crisis of 2008 – and had some laughs around the TARP program of 2009.