WPHT knows you get a lot of messages about your investments, and you may not even know what alternatives there are to your 401K, stocks or annuities? Come to WPHT’s Alternative Investing Seminar to hear from three prominent firms that will explain alternatives such as; Merchant Cash, Life Settlements Universal Indexed Life and others like Real Estate or Legal Funding and get all you questions answered.
Wednesday May 10th
Crowne Plaza Philadelphia-King of Prussia
260 Mall Blvd, King of Prussia, PA 19406
Registration & Refreshments 6:30pm | Event Begins 7:00pm
Dean J. Vagnozzi | President & CEO | A Better Financial Plan, LLC
Dean J. Vagnozzi, financial entrepreneur and president of A Better Financial Plan, believes in making your money work hard for you right now. If it’s locked up in retirement accounts or used to pay ahead on your mortgage, it can’t be accessed until much later in life…. And sitting around waiting is just not Vagnozzi’s style. A 1990 graduate of Albright College, Vagnozzi began his career in accounting. After three months, Vagnozzi knew the repetitive, number-crunching, solitary profession was not for him. A natural enthusiasm and magnetic energy eventually led him down a successful sales career path with companies such as SAP, Deloitte Consulting, and Anderson, which allowed him to save and explore creative investment strategies. After having spent the next 14 years working for corporate America, Vagnozzi simultaneously began studying wealth management in earnest, enrolling in seminars, reading books, and researching unorthodox money management tactics. Testing his unique ideas on his own accounts proved successful and in 2004, Vagnozzi quit the rigors of corporate America cold turkey and struck out on his own to form his own financial planning firm.
Robert Dominy | Chief Executive Officer | Chasseur Realty Investors, LLC.
Robert M. Dominy Jr. founded Chasseur Realty Investors, LLC, in March, 2014, as a boutique real estate investment and management company with a focus upon investing in and managing multifamily apartment communities throughout the Mid-Atlantic, Southeast, Texas and Arizona. Chasseur’s mission is to specialize in turn around opportunities which will produce a superior result for our investors. Chasseur will also focus upon third party asset and property management for a fee, and is capable of performing extensive renovations. Chasseur is closely affiliated with its brokerage arm, Sawgrass Realty Investors. We also plan to open an office in Pensacola, Florida. Over the course of his 35 year career in real estate investing and managing, he has managed approximately 40,000 units.In 1985, Mr. Dominy’s career first took on prominence when he became the Northeast Regional Director for General Investment and Development. Over the next nine years, he directed all operations for 4,000 units situated in New England, New York and Pennsylvania, at one point earning as much as 67% of the company’s profits despite managing only 33% of their assets.
Brian Simon | President | Thrivest Funding, LLC
Mr. Simon serves as President of Thrivest Legal Funding and has over 20 years of experience in lending, risk management, capital markets, and strategic development. He has formerly held the positions of COO at New Penn Financial, CEO of Caliber Funding, and COO of Freedom Mortgage. Throughout his career, Mr. Simon has been responsible for helping to build multiple organizations from regional players into national industry powerhouses. He has led several significant M&A transactions, including the 2006 acquisition of Irwin Mortgage by Freedom Mortgage and the 2012 acquisition of the MetLife mortgage business during his tenure at Caliber. Brian has also been responsible for whole loan trading, hedging and securitization, as well as a wide variety of structured financing activities including warehouse loan syndication, capital raising and MSR sales/acquisition. Brian is a previous member of both the Fannie Mae and Freddie Mac advisory boards, and has been named one of the 100 most influential mortgage banking executives in the United States. Mr. Simon holds a BS degree from Temple University, and has attended the executive MBA program at the University of Pennsylvania Wharton School of Business.