Fortra Newport Beach
Nationwide Private Lending Conference

August 25-26, 2026

VEA of Newport Beach

An Exclusive Private Lending Conference for Networking, Deal-Making, and Growth

Fortra Newport Beach brings together private lending professionals, brokers, developers, and investors for two days of networking, insights, and opportunity. Discover new ways to fund projects, meet key decision-makers, and grow your business through meaningful relationships. 

Why You Attend Fortra Newport Beach: 

  • Expert-led sessions with actionable insights 
  • Interactive discussions on industry trends 
  • Guided networking to turn prospects into partners 
  • Connect with key players in private lending 

Join hundreds of industry leaders at Fortra Newport Beach to explore capital solutions, share ideas, and strengthen the relationships that drive success. 

About the Tournament

The Fortra Invitational brings together leaders across the private lending and real estate finance industries for a premium golf experience overlooking the California coast. Hosted at Pelican Hill, the tournament offers the perfect opportunity to build relationships, entertain clients, and connect with industry professionals in a relaxed setting before the start of Fortra Newport Beach.

Conference Agenda

TUESDAY, August 25, 2026

Conference Agenda

7:00 AM – 2:00 PM

The Fortra Invitational Golf Tournament at Pelican Hill

(breakfast provided from 7 AM-9 AM / Tee off at 9 AM)

Note: The Fortra Invitational requires a separate registration and is not included with general conference admission.

2:00 PM

Conference Registration Opens​

2:00 PM – 5:00 PM

Exhibit Set Up

3:00 PM – 4:00 PM

Breakout Session

Designed for meaningful collaboration, these session give attendees the opportunity to engage directly with experts, exchange ideas, and work through challenges together.

AI-Driven Growth: Strategies Shaping the Future of Private Lending

Co-founder and CTO
TrustPointAI
CEO
InstaFi
CEO
Elementix
Chief AI Officer & Head of New Product Development
The Mortgage Office
Co-Founder & CEO
SFR Analytics
Chief Production Officer
Unitas Funding LLC

4:00 PM – 5:00 PM

Breakout Session

Designed for meaningful collaboration, these session give attendees the opportunity to engage directly with experts, exchange ideas, and work through challenges together.

Vendor Selection: Back by Popular Demand

CEO & Founding Attorney
Lightning Docs
CEO
Baseline
Head of Account Management
The Mortgage Office

5:00 PM – 7:00 PM

Anchor Loans & Deephaven Mortgage Cocktail Party

Open to All Guests at Cucina Enoteca

5:30 PM – 7:00 PM

WIPL

Women in Private Lending Cocktail Event

7:00 PM – 10:00 PM

Fortra Law x RCN Capital

The Fortra Clubhouse - Welcome Reception

Hosted by Fortra Law & RCN Capital

8:00 AM

Registration Opens

8:00 AM – 9:00 AM

diya-finance

Hosted Breakfast

Hosted by Diya Finance

9:00 AM – 9:15 AM

Opening Remarks

9:15 AM – 10:15 AM

PANEL

From First Deal to Repeat Issuer: What It Really Takes to Build a Securitization Program

President
Arixa Capital
Chief Operating Officer & Head of Capital Markets
Asset Based Lending
Founder – Principal
Adige Advisory
Managing Director, Capital Markets
Performance Trust Capital Partners
Associate Director, Investments
Fidelis Investors
Managing Director
Kroll Bond Rating Agency LLC

10:15 AM – 10:45 AM

Networking Break

10:45 AM – 11:45 AM

PANEL

Scaling Smart: Overcoming Growing Pains in Private Lending

CEO
RCN Capital
Co-Founder & CRO
Dynamo Capital
Founder & CEO
Cardinal Capital Group
Partner
Easy Street Capital
CEO
Central Lending

11:45 AM – 12:30 PM

Meet, Mix, Mingle – Fortra’s Networking Before Lunch

12:30 PM – 1:45 PM

LUNCH

Hosted by High Divide Management

1:45 PM – 2:45 PM

PANEL

Preventing Problems Before They Happen: Post-Close Lessons for Private Lenders

Executive Vice President, Portfolio Management
PIMCO
SVP, Director of Construction
Genesis Capital
Partner
Fortra Law
Managing Principal
Setpoint Technologies, Inc.
COO & Co-Founder
TrustPoint.ai
Chief Credit Officer
Constructive Capital

2:45 PM – 3:15 PM

Networking Break

3:15 PM – 3:45 PM

Fireside Chat with Figure

CEO & Founding Attorney
Lightning Docs
Senior Director of Strategy and Capital Markets
Figure Technologies

3:45PM – 4:15 PM

30 Minute Deep Dive

Harnessing AI and Real Applications

CEO & Founding Attorney
Lightning Docs
President
Constructive Capital

4:15 PM – 5:00 PM

Ask Me Anything: Your Private Lending Legal Questions Answered

Partner
Fortra Law
Partner
Fortra Law
Partner
Fortra Law

5:00 PM – 6:30 PM

Deephaven Mortgage

Closing Cocktail Party

Hosted by Deephaven Mortgage

Built for the Private Lending Leaders of Tomorrow

Fortra Conferences - Newport Beach brings together lenders, investors, brokers, developers, and key service partners for two days of high-value insights and strategic connections that move business forward1.

A Curated Network That Creates Opportunity

Each year, Newport Beach attracts the full spectrum of private lending professionals. This focused, diverse mix makes it easy to meet new partners, strengthen existing relationships, and uncover opportunities that matter.

Insights That Translate Into Action

From expert-led sessions to structured networking and early access through the event app, every element of Fortra Newport Beach is intentionally designed to help you stay ahead of market shifts and gain a measurable advantage.

Strength

Industry Strategy
& Market Insight

Strategy

Building High-Value
Connections

Connections

Risk, Compliance
& Legal Protection

Featured Speakers

Founder – Principal
Adige Advisory
CEO
Central Lending
Managing Director, Capital Markets
Performance Trust Capital Partners
President
Constructive Capital
Managing Principal
Setpoint Technologies, Inc.
Associate Director, Investments
Fidelis Investors
Founder & CEO
Cardinal Capital Group
CEO
Elementix
Chief Operating Officer & Head of Capital Markets
Asset Based Lending
Managing Director
Kroll Bond Rating Agency LLC
SVP, Director of Construction
Genesis Capital
Chief AI Officer & Head of New Product Development
The Mortgage Office
Senior Director of Strategy and Capital Markets
Figure Technologies
Co-Founder & CEO
SFR Analytics
CEO
InstaFi
Executive Vice President, Portfolio Management
PIMCO
CEO
RCN Capital
COO & Co-Founder
TrustPoint.ai
Chief Production Officer
Unitas Funding LLC
Partner
Fortra Law
Co-Founder & CRO
Dynamo Capital
Chief Credit Officer
Constructive Capital
Partner
Fortra Law
Co-founder and CTO
TrustPointAI
CEO & Founding Attorney
Lightning Docs
Head of Account Management
The Mortgage Office
Partner
Easy Street Capital
President
Arixa Capital
CEO
Baseline
Partner
Fortra Law

Partner With the Industry’s Most Connected Conference

Sponsoring a Fortra Conference places your brand in front of the lenders, investors, brokers, and decision-makers shaping the future of private lending. With dedicated visibility, curated networking, and unmatched industry reach, our sponsorships are designed to spark meaningful conversations and generate real opportunities for your business.

Secure Your Pass at the Best Rate

Early Bird

$995

CLOSED

Standard

$1,195

05/16/26-07/10/26

Last Chance

$1,295

07/10/26-08/26/26

Strength. Strategy. Connections.

Where Your Network Becomes Your Advantage

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