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SBRE Investment Summit October 2015

October 14 – 17, 2015 - Hilton Anatole | Dallas, TX

Keynote Speakers

Feature Description: George W. Bush
George W. Bush
Former U.S. President

George W. Bush served as the 43rd President of the United States from 2001 to 2009.

President Bush was born on July 6, 1946, in New Haven, Connecticut, to Barbara and George H.W. Bush – later the 41st President of the United States. In 1948, the family moved to Texas, where George W. Bush grew up in Midland and Houston. He received a bachelor’s degree in history from Yale University in 1968 and a master’s degree in business administration from Harvard Business School in 1975. He served as a pilot in the Texas Air National Guard from 1968 to 1974. He settled in Midland, where he started an energy business and married Laura Welch on November 5, 1977. After working on his father’s successful 1988 Presidential campaign, George W. Bush joined a group of partners that purchased the Texas Rangers baseball franchise in 1989.

On November 8, 1994, George W. Bush was elected the 46th Governor of Texas. In 1998, he became the first governor in Texas history to be elected to consecutive four-year terms.

After the Presidency, George and Laura Bush founded the George W. Bush Presidential Center in Dallas, Texas. The Center is home to the Bush Presidential Museum and Library, which houses George W. Bush’s presidential papers. The Center is also home to the George W. Bush Institute, a public policy organization that focuses on economic growth, education reform, global health, and human freedom. The Institute supports the rights of women with its Women’s Initiative and honors those who have served in the United States armed forces through its Military Service Initiative.

President Bush is the author of a bestselling memoir, Decision Points. He also recently authored a book about his father, President George H.W. Bush, entitled 41: A Portrait of My Father. He and Laura have twin daughters, Barbara and Jenna, a son-in-law, Henry Hager, and a granddaughter, Mila Hager. The Bush family also includes two cats, Bob and Bernadette.

Matt Burk
Fairway America and SBREfunds.com, Founder and CEO

Matt Burk is the foremost authority in the U.S. in the specialized field of non-institutional sized, small balance real estate (SBRE) asset based 506 Regulation D pooled investment funds. He is a highly regarded adviser, consultant, and mentor to dozens of SBRE fund managers around the country and author of the industry gold-standard blog followed closely by serious SBRE entrepreneurs and investors alike. He has played the lead consulting role in the architecture and creation of dozens of SBRE funds tallying more than $2,000,000,000 in total offerings since 2012.

Matt is founder and CEO of Fairway America, LLC, SBREfunds.com, and Chief Investment Officer of Fairway’s two proprietary nationwide SBRE pooled investment funds, Fairway America Fund VI, LLC, and Fairway America Fund VII, LP. Led by Matt’s nearly 30 years in the real estate finance field, Fairway is the nation’s premier consulting, advisory, and investment firm focused on the SBRE private pooled investment fund space, providing a full spectrum of practical, real world products and services (including capital) needed for success for SBRE entrepreneurs all over the U.S.

For more than 20 years, Matt has led Fairway’s deal underwriting and capital raising efforts for Fairway’s seven proprietary funds as well as individual trust deed investments totaling more than several hundred million dollars over more than 1,000 SBRE deals. He is currently involved in due diligence on multiple potential investment funds, managing a dozen or pending fund consulting engagements for SBRE fund managers nationwide, leading Fairway’s crowdfunding initiatives at SBREfunds.com, and authoring a book called “Capital Connections: How to Raise Capital for Your Small Balance Real Estate Business from High Net Worth Investors” which will be available in 2016.

Matt has been actively involved in Entrepreneurs Organization for more than 13 years, serving on the Board in various roles in many of those years. He is an avid road cyclist, wine aficionado, and family man. He enjoys traveling, reading, geopolitics and sports and lives in the Portland OR area with his wife and sons.

Feature Description: Randy Williams
Randy Williams
Keiretsu Forum, Founder and CEO

Randy Williams founded Keiretsu Forum in September 2000 to provide a disciplined and structured approach to angel investing. Mr. Williams’s passion for investing and bringing together like-minded community leaders has created a powerful and giving environment for entrepreneurs. With over 1,500 angel investor members throughout 39 chapters on 3 continents Keiretsu Forum is the largest angel investment community in the world. Last year, Keiretsu Forum members invested $58 million in 89 companies throughout the network. There have been 700 fundings since inception. Keiretsu Forum, headquartered in San Francisco, has offices throughout the United States, Canada, Europe, Asia, and India.

Mr. Williams is also the founder of numerous Keiretsu companies that foster a ‘cradle to greatness’ platform for its portfolio, including Keiretsu Forum Academy, Keiretsu Capital, and Keiretsu Squared. Keiretsu Forum Academy is an educational company equipping entrepreneurs with a path toward funding and liquidity. Keiretsu Capital’s mission is to invest in its best of breed companies with the world’s leading angel organizations. This creates a diversified portfolio for its limited partners while Keiretsu Squared is a business accelerator.

Mr. Williams has 35 years of marketing, finance, and real estate experience. He was co-founder and director of Diablo Valley Bank and was President of Pacific Union Commercial Brokerage, founder of the Lamorinda Bank, and Managing Director of Kennedy-Wilson International, an international real estate investment company. Mr. Williams is chairman of the advisory board for Heritage Bank of Commerce with offices throughout the San Francisco Bay Area.

Mr. Williams is a frequent guest speaker at investment conferences, leading universities, and business schools on alternative asset investment and entrepreneurialism. He holds a Bachelor of Arts degree from the University of California Berkeley. He has a passion for water sports, enjoying swimming in oceans and bays around the world, and is a past world record holder in master’s swimming. He currently holds 7 San Francisco Olympic Club swimming records, and enjoys recognition as a member of the Olympic Club Hall of Fame for the 1980s water polo team.

Hilton Anatole: An icon and destination within itself!

Education and Investment Opportunities

We know your time is valuable, and this two-day event is designed to capitalize on that fact. Gleaned from our two decades of experience running pooled investment funds in the SBRE space, Thursday is dedicated to investor education led by Fairway America’s CEO, Matt Burk. We get to the heart of the important issues investors need to know prior to viewing the fund presentations the next day. On Friday, SBRE entrepreneurs from around the country take to the spotlight to share their stories, strategies, and opportunities in timed presentations. Investors then get to ask questions of the fund managers and indicate their interest via hand-held device.

Spousal Activities

Photo of spa at Hilton Anatole.

Just like all good things, this event is better shared with a spouse or significant other. With a vibrant arts scene and area shopping described as “one of the 10 best places to spend it all” by USA Today, Dallas is the perfect mix of big city (the country’s 9th largest) and cowboy – it is within a four hour flight of any major US city, the weather is temperate year-round, and who doesn’t enjoy a little flavor of the Old West now and then?


Photo of lounge area at Hilton Anatole.

This is the perfect environment to socialize with people who, like you, are in a position to be interested and active in SBRE investment opportunities. The structure of the Summit allows for the strengthening of old bonds and the forging of new relationships. Investors, presenters, sponsors, and general attendees are encouraged to co-mingle throughout all educational sessions, meals, breaks, cocktail hours and activities.

Gala Dinner

After the presentations wrap on Friday, we will conclude the Summit in grand style with a finale gala dinner featuring President George W. Bush as our special guest. In an intimate setting of fewer than 300 guests, Mr. Bush will share candid insights on his eight years in the White House, his experiences with other world leaders, the nature of tough decision making, and the challenges of public leadership. This is sure to be a once in a lifetime experience for most and a memorable evening for all!

Investment Opportunities



Wednesday, October 14 (OPTIONAL)

Time Activity
5:00 PM – 7:00 PM

Welcome Reception: Hilton Anatole’s Media Grill and Bar

Thursday, October 15

Time Activity
7:30 AM – 9:00 AM


7:30 AM

Registration Opens

9:00 AM

Opening Remarks

10:00 AM

Session 1: What Exactly are SBRE Funds?

11:30 AM


1:00 PM

Session 2: Raising Capital in SBRE Funds

2:30 PM


3:00 PM

Session 3: Due Diligence for SBRE Funds

4:45 PM

Cocktail Reception

5:30 PM

Meet and Load Coaches for Dinner

6:00 PM

Cocktails and Dinner at Stephan Pyles Restaurant

Friday, October 16

Time Activity
7:00 AM


8:00 AM – 6:00 PM

Exhibit Hall Hours

8:00 AM

Opening Remarks

8:15 AM

Presentations 1 – 4

9:39 AM


10:00 AM

Presentations 5 – 9

11:45 AM


1:00 PM

Presentations 10 – 13

2:24 PM


2:45 PM

Presentations 14 – 17

4:09 PM

Closing Remarks

4:15 PM

Cocktail Reception

5:30 PM

Gala Dinner

7:00 PM

Keynote Address: President George W. Bush

8:00 PM

Cocktails and After Hours

Saturday, October 17

Time Activity
7:30 AM – 9:30 AM


7:30 AM – 10:00 AM

Optional Investor / Presenter One on One Meetings

2016 Event

Want to attend the 2016 SBRE Investment Summit?

Space is limited for the May 2016 SBRE Investment Summit at Montage Laguna Beach. Investors, request an invitation to get an edge for your SBRE investment portfolio.

Learn more about the 2016 event

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