INVITE ONLY

February 10 - 12, 2022

The Most Exclusive Broker Event of 2022

You’re invited to celebrate elite leaders and the top originators in the mortgage wholesale industry!

When:
Thursday, February 10th - Saturday, February 12th, 2022

Where:
Fontainebleau Hotel Miami Beach
4441 Collins Ave, Miami Beach, FL 33140

Agenda (Subject to Change)

Thursday, February 10, 2022

Havana Nights Welcome Reception
5:00 PM - 8:00 PM

Location: Ocean Front Lawn

Connect with fellow brokers and leaders in the wholesale mortgage channel during this celebratory happy hour.

Dress Code: All White (or White & Khakis)


Friday,  February 11, 2022

Coffee & Conversation
8:00 AM - 9:00 AM

Location: Sparkle West

Head over to the terrace to enjoy complimentary coffee and network with other prominent members of the broker community while enjoying a stunning ocean view.
 
Dress Code: Casual


Keynote – 2022: The Year of Broker Growth
9:00 AM - 9:30 AM

Location: Sparkle Ballroom

Katie Sweeney, CEO of AIME
It's about to be the most pivotal year yet for brokers. Join AIME CEO, Katie Sweeney, in looking ahead to a strong purchase market and rising rates and what it means for the community. 2022 is the year we rise to the occasion, increase our market share exponentially, and prove to everyone why brokers are better.

Dress code: Casual


G.O.A.T. Brokers: The Billion Dollar Panel
9:30 AM - 10:00 AM

Location: Sparkle Ballroom

Ever wondered what $1 Billion of production looks like? Tap into billion-dollar knowledge with these G.O.A.T. (Greatest of all Time) Brokers as they walk through their VIP secrets to success. These top 1% producers will uncover how to achieve an unrivaled competitive edge using tactics that brought them to the top of their game.

  • Brendan McKay (Moderator) - President of Broker Advocacy at AIME
    • $166 Million Production Volume, 366 Units
       
  • Andy Price (Panelist) - Broker/Owner at Price Mortgage
    • $245+ Million Production Volume, 772 Units
       
  • Jerilyn Shaw (Panelist) - Mortgage Broker at C2 Financial
    • $235+ Million Production Volume, 368 Units
       
  • Rami Daood (Panelist) - President & CEO of RightWay Lending
    • $140 Million Production Volume, 400+ Units
       
  • Tammy Saul, JD, MBA (Panelist) -  Owner, Co-Founder and Sr. Mortgage Loan Officer at Federal Hill Mortgage
    • $312 Million Production Volume, 951+ Units


Dress code: Casual


Break
10:00 AM - 10:10 AM

Keynote – Fearless Leadership – Do You Have What It Takes?
10:10 AM - 11:10 AM

Location: Sparkle Ballroom

Ryan Holiday, #1 NY Times Bestselling Author & Media Strategist
Are you ready to answer your leadership calling? Learn the core lessons of fearless coaching from #1 NY Times bestselling author of Courage is Calling: Fortune Favors the Brave, Ryan Holiday. This thought-provoking keynote session will challenge your preconceived notions about how to guide your teams – and yourself – to meet your entrepreneurial destiny and catapult your business to the highest level of success.

Dress code: Casual


Keynote – Champions Playbook For 2022
11:10 AM - 12:00 PM

Location: Sparkle Ballroom

Mat Ishbia, President and CEO of UWM
Hear from the leader of the #1 wholesale lender in the mortgage industry as he shares his insights for the future of the broker channel.

Dress code: Casual


Lunch
12:00 PM - 1:00 PM

Location: Glimmer Terrace


Mastermind Sessions - Owners

Skyrocket Your Process from Average to Astounding
1:00 PM - 2:00 PM

Mastermind Sessions | Owners
Location: Glimmer Ballroom

Brendan McKay, President of Broker Advocacy at AIME
It’s time to launch you to the next level – get the tools you need to pinpoint obstacles, enhance efficiency and maximize your company’s production. Whether you’re a small shop breaking the threshold to mid-size or a larger shop on the path to becoming a mega producer, this session will give you the blueprint to success.
 
Dress Code: Casual


Build vs. Buy: When to Invest in Tech for Maximum Output
2:00 PM - 3:00 PM

Mastermind Sessions | Owners
Location: Glimmer Ballroom

Ramon Von Walker, President & CEO of Educate Mortgage
Put your business at the head of the pack. This session will teach you how to lay the groundwork to build a technology system of your own and implement it seamlessly. Discover when to invest in the best platforms so you can help your team hit their sales goals and tackle more leads.
 
Dress Code: Casual


Recruiting the Top 1%: Practical Strategies for Hiring the Best Talent
3:00 PM - 4:00 PM

Mastermind Sessions | Owners
Location: Glimmer Ballroom

Tom Ahles,  Managing Partner at  Edge Home Finance
Your tech stack is in place, now it's time to recruit. Take advantage of Retail industry layoffs to match potential employees with ideal positions. This session will give you a play-by-play designed to bring transferable skills from any industry.
 
Dress Code: Casual


Mastermind Sessions - Originators

How to Build the Perfect Team
1:00 PM - 2:00 PM

Mastermind Sessions | Originators
Location: Glimmer Ballroom

Skylar Welch, Senior Mortgage Broker/Partner at Maine Pointe Lending
Become the ultimate coach and institute a winning game plan. This session will give you the framework to boost your bottom line by building a high-performing support team.
 
Dress Code: Casual


Tech Stack Solved: Save Time & Close More Loans
2:00 PM - 3:00 PM

Mastermind Sessions | Originators
Location: Glimmer Ballroom

Jamie Cavanaugh, COO and Partner at Amerifund Home Loans, Inc.
Take the intimidation out of automation. Get loans to the finish line faster by implementing tech to lighten your daily workload. Learn which tools can reduce the time it takes to process loans and optimize your pipeline for lead conversion. 
 
Dress Code: Casual


Pivoting to Purchase: Become a Mega Producer in Any Environment
3:00 PM - 4:00 PM

Mastermind Sessions | Originators
Location: Glimmer Ballroom

Christian Dahlin,  Branch Manager at  Dahlin Mortgage Group/Patriot Pacific Financial Corp
Are you ready for a purchase season with rising rates? This session will fuel you with the ammunition to double your production. Find out what it takes to rise above the rest and establish yourself as a top producer in your community, state, and nation.
 
Dress Code: Casual


Cocktail Reception
5:30 PM - 6:30 PM

Location: Luster Gallerie

Kick off an unforgettable evening with a black-tie optional cocktail reception.
 
Dress Code: Formal


Hall of AIME Gala & Induction Ceremony
6:30 PM - 10:00 PM

Location: Sparkle Ballroom

Dress to impress at the broker event of the year! Celebrate the inaugural class of Hall of AIME inductees, followed by a seated dinner and after-party cocktails. Doors open at 6 PM.
 
Dress Code: Formal


Saturday,  February 12, 2022

Sponsored Miami Experiences

Enjoy a day of relaxation and fun! Make the most of what Miami has to offer with:

  • Offsite Excursions | For Groups of 4-80 People (available by request)
  • 9:00 AM: Yoga
  • 11:00 AM - 2:00 PM: Brunch
  • 10:30 AM - 6:00 PM: AIME Beach Party 

Dress Code: Beach Casual
 
(All activities and times are subject to change. Some options are available at an additional cost.)​​

 

Keynote Speakers

Katie Sweeney
CEO of AIME

Katie Sweeney oversees the day-to-day operations of the AIME team by spearheading partnership development, membership growth initiatives, and business analytics. Previously, Katie served as the Senior Vice President at ARIVE where she successfully brought to market a revolutionary portal that provided an all-encompassing technology solution for wholesale brokers. 

Katie has strengthened the capabilities of AIME’s Brokers Are Better Network to deliver top-tier products and services for the wholesale community's benefit and has brought on nearly 20 vetted sponsors. 

Mat Ishbia
President & CEO of UWM

Mat Ishbia is the President and CEO of United Wholesale Mortgage, the #1 wholesale mortgage lender for six years running and the #2 mortgage lender in the country. Under Mat’s leadership, UWM has soared to new heights, becoming one of the most innovative lenders in the industry.

Before joining UWM, Mat played for Michigan State University’s basketball team for four years – going to three Final Fours and winning the National Championship in 2000. He also spent a year coaching alongside Tom Izzo.

Ryan Holiday
#1 NY Times Bestselling Author & Media Strategist

Few writers have done more to bring ancient, timeless wisdom and cutting-edge marketing strategies together than Ryan Holiday. By age 33, his philosophically driven bestselling books had sold over four million copies and spent more than 200 weeks on bestseller lists. His books are taught in colleges and marketing programs around the world.

He has directly influenced Super Bowl-winning teams, NBA Champions, and Olympic Gold Medalists and sitting Senators, military leaders, and some of the most prominent and most influential companies globally, including Google, Twitter, and Microsoft.

 

Speakers

Andy Price
Broker/Owner at Price Mortgage

With over 15 years of experience, Andy Price demonstrates mastery in the broker channel. Beginning his career as a real estate agent, Andy pursued his interest in financing by becoming a loan officer. He opened his brokerage after finding that many lenders did not fully serve borrowers.

Brendan McKay
President of Broker Advocacy at AIME

Brendan McKay co-founded McKay Mortgage Company, LLC in 2017, a mortgage brokerage that serves the DC Metropolitan area. Since then, Brendan has originated 850+ units and $350M in volume. In 2020, he was #34 on the Scotsman Guide’s Top Originators nationally.

Christian Dahlin
Branch Manager at Dahlin Mortgage Group/Patriot Pacific Financial Corp

Christian Dahlin spent his first 11 years in a call center for a direct-to-consumer lender. In 2019, he entered the broker channel, producing $475 million in loans over the past six years. His brokerage has maintained a 65% of higher purchase business each year since 2015.

Jamie Cavanaugh
COO and Partner at Amerifund Home Loans, Inc.

Jamie Cavanaugh's ability to combine over 20 years of industry expertise in operations, sales, business efficiencies, and vendor services through the eyes of an originator makes her a sought-after advisor in the industry. Over the course of her career, Jamie has sat on executive leadership teams.

Jerilyn Shaw
Mortgage Broker at C2 Financial

Jerilyn Shaw began her mortgage career in 1995. She handles all processing and originating while specializing in Non-QM, Conventional, and Government-backed deals. In 2020 and 2021, she was the #1 producer at C2 Financial and ranked among the top women on Scotsman Guide.

Rami Daood
President & CEO of RightWay Lending

Rami Daood, the founder of RightWay Lending, is an award-winning loan originator who has been recognized as a top producer since 2013. He spent a decade at Rocket Mortgage but decided that the wholesale channel was more suitable and opened his brokerage in 2021.

Ramon Von Walker
President & CEO of Educate Mortgage

Ramon Von Walker had a non-traditional path into the mortgage industry, fueled by his competitive spirit, a strong desire to succeed, and his lifelong quest to learn. In 2020, Ramon co-founded a successful mortgage collaboration software company, Lead Maturation.

Skylar Welch
Senior Mortgage Broker/Partner at Maine Pointe Lending

Skylar Welch opened her brokerage in 2020 after being in the mortgage industry since 2011. She has built a 100% referral-based system over the last several years solely on providing a memorable experience and helping her agents build their businesses.

Tammy Saul, JD, MBA
Owner, Co-Founder and Sr. Mortgage Loan Officer at Federal Hill Mortgage

Starting her career as an attorney, then moving to Loan Officer and running a brokerage out of her basement, Tammy Saul has now built a mortgage empire. She is the #1 broker in Maryland, has top-ranked on Scotsman Guide three times, and is in the top 1/10th of 1% of mortgage professionals nationally.

 

Tom Ahles
Managing Partner of Edge Home Finance

With over 19 years in finance, Tom Ahles co-founded the high-volume brokerage with a relationship-based approach that grew organically. He has been ranked among the top 100 mortgage brokers by Scotsman Guide and has been named a UWM 2020 and 2021 Top Loan Officer in Minnesota.

 

Award Winners

Sparking Change

Jerry Avila
Christine Beckwith
Elena Boland
David Boye
Laura Brandao
Matt Burkhead
John Councilman
Mike Cox
Cara DeStefano
Jackie Dunlap
Jason Erickson
Chris Griffith
Glenn Groves
Sam Harris
Angie Kelson
Janine Kempfer
Dan Lourenco
Lisa Lund
Pablo Martinez
Mary Mattingly
Dan Maybaum
Brendan McKay
Andres Munar
Melissa Nelson
Matt Newman
Nike Ojo
Melinda Payan
Eddy Perez
Chirag Rachhadia
Phil Shoemaker
Marc Summers
Eric Tan
D.C. Terry
 Brian Vieaux
Isabel Williams

Impact

Tom Ahles
Mike Alberico
Todd Bitter
Enrique Braunschweiger
George Burkley
Corrina Carter
Chad Cattani
Jamie Cavanaugh
Sarah DeCiantis
Michelle Dugan
Jessica Ehler
Evan Einhorn
Jason Glass
Matt Gougé
Tyler Hodgson
Ari Karen
Nathan Knottingham
Ben Lavender
Robert Lynn
Claire Mahoney
Tom Mancuso
Steve Marks
Barb Multari
Danielle Olbrantz
Sam Parker
Kevin Peranio
Melissa Puckett
Fredo Rivera
Scott Schang
Jason Sharon
Jon Tallinger
Andy Treno
Scott Valins
Melanie Walburg

Visionary

Adriana Bates
Wade Betz
Jason Bressler
Danny Calderon
Angela Caputo
Anthony Casa
Christian Dahlin
Hanh Dao
Rami Daood
Nate Davis
Brian Decker
Ryan Ehler
Brian Hofmann
JP Hussey
Mat Ishbia
Arlicia Jones
Mike Kortas
Nate Kowarsky
Ana Morales
Mario Nevarez Jr.
Kahren Oxner
Andy Price
Tammy Saul
Joe Shalaby
Jerilyn Shaw
Mike Socha
David Temko
Evan Wade
Ramon Walker
Fannie Mae West
 Shawn Williams