August 21-22, 2025
VEA Newport Beach
Newport Beach, CA
CONFERENCE AGENDA
2:00 PM - 5:00 PM
The Monaco Room
VEA Newport Beach
Private Lender Roundtables
Join us in the Monaco Room for the Private Lender Roundtables. Each roundtable will explore one facet of the business. You’ll talk with lenders of all sizes and experience levels to tackle challenges and help you connect with like-minded peers. Participants are welcome to come and go or stay for all three roundtables.
Only registered Innovate attendees may attend the Roundtables.
Roundtable 1: TBD
More information to come. Speakers below are examples and not set moderators for this roundtable.
2:00 PM – 3:00 PM
Fortra Law
Fortra Law
Roundtable 2: TBD
More information to come. Speakers below are examples and not set moderators for this roundtable.
3:00 PM – 4:00 PM
Fortra Law
Fortra Law
Fortra Law
Fortra Law
Roundtable 3: TBD
More information to come. Speakers below are examples and not set moderators for this roundtable.
4:00 PM – 5:00 PM
Fortra Law
Fortra Law
Lightning Docs
Fortra Law
Fortra Law
Fortra Law
Fortra Law
5:00 PM - 7:00 PM
Exhibit Set-Up
7:00 PM - 10:00 PM
The Sunset Lawn
VEA Newport Beach
Welcome Reception: Coastal Connections: A Seaside Soirée
Join us as we kick off Innovate 2025 with a refined coastal celebration that blends seaside sophistication with laid back charm. Inspired by the breezy elegance of Nantucket and Newport Beach, this evening invites you to unwind and connect in style. Think soft ocean hues, relaxed polish, and coastal flair. Dress to reflect the vibe, whether that’s flowy fabrics, linen layers, or classic coastal neutrals. Just be ready to mix, mingle, and make waves.
This special evening is proudly sponsored by RCN Capital.
This event is open to all Innovate attendees who have RSVP’d to the Welcome Reception.
8:00 AM
Registration Opens
8:00 AM - 9:00 AM
Hosted Breakfast
9:00 AM - 9:15 AM
Opening Remarks
9:15 AM - 10:15 AM
Panel TBA
More information to come.
10:15 AM - 11:00 AM
Networking Break sponsored by Renovo Financial
11:00 AM - 12:00 PM
Private Lending in Focus: Market Trends, Challenges & the Road Ahead
Join leading experts in private lending as they break down the current market landscape, emerging trends, and key risks shaping the industry. This session will provide data-driven insights and expert forecasts specific to private lending, helping you navigate market uncertainty, capitalize on new opportunities, and stay ahead of the competition in a rapidly evolving space.
12:00 PM - 1:30 PM
Hosted Lunch
1:30 PM - 2:30 PM
Leveraging the New Tax Landscape: Understanding the One Big Beautiful Bill for Lenders in 2025
The ink is dry on the One Big Beautiful Bill — now what? This forward-looking panel dives into the critical tax law changes impacting lenders, investors, and business owners. Get a clear understanding of the new rules, potential risks, and smart strategies to implement before year-end.
2:30 PM - 3:15 PM
Networking Break sponsored by Renovo Financial
3:15 PM - 4:15 PM
Keynote Speaker: To Be Announced
More information to come. Speakers below are examples and not set speakers for this panel.
4:15 PM - 5:00 PM
Networking Break sponsored by Renovo Financial
5:00 PM - 7:00 PM
The Marea Terrace
VEA Newport Beach
Fortra Law Launch Party
Join us for cocktails and appetizers as we toast to the successful close of Innovate 2025 — and the exciting beginning of a new chapter with the official launch of Fortra Law.
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