Save the Date: Bay Area Real Estate & Finance Summit Nov 19th

Friends,
Some good news. We got an overwhelming response to the event. I am happy to announce that we are hosting the event at a nicer, bigger venue. The new address is 1069 Howard Street. San Francisco 94103 (The venue is called TheBoxSF) near Civic Bart Station (3rd Floor)
When: November 19th, 2025, 8:30 AM to 4PM
Topics:
· Real Estate Tax Deferral Options (Paul Getty)
· Bringing Joy Back to Home Buying with AI (Akshay Sharma)
· Access to pre-IPO stocks in a secondary market (Fred Waldman)
· Importance of Funding and Investing Your SD-IRA Account (Matt Moore)
· Building the Zillow for Investors: How AI Is Rewriting the Rules of Real Estate Investing (Duy Tran)
· Investing Safely in this Market (Bobby Sharma)
· The Man That Can Fund Anything!! (Chris Piro)
· Commercial Financing Options (Dr. Lawrence Souza)
· The power of Charitable Remainder Trusts (Dr. Bardia Hariri)
Who should attend:
· High Net Worth Individuals
· Accredited Investors
· Limited Partners in Syndications
· Real Estate Investors
· Family Office Managers / Operators
Lunch / Happy Hour snacks, drinks will be provided. Limited Seating.
This will be a special event with lots of powerful education and plenty of time for networking. The line of speakers will truly be spectacular. Something for everyone and I assure you that you will walk away with a ton of wealth of knowledge and connections. Bring your business cards.
Hope to see many of my friends there.
Happy Investing!!
Bobby / Bardia / Jason