2016 Commercial Summit

Join the West San Gabriel Valley Association of REALTORS® for the 2016 Commercial Summit. During this Summit, you will learn about the commercial economic outlook, syndications, 1031 exchanges, and more!

Cost: $10 (Breakfast and lunch included)  

Meet our speakers!

Amy Wan, Esq., CIPP/US Partner CrowdfundingLawyers.net
Phil Atwan, Senior Vice President of Exchange Resources Inc.
Angelica Frausto-Lupo, Economic Development Manager, City of San Gabriel
Wells Larson, Senior Director of LA Metro

Amy Wan, Esq., CIPP/US is a Partner with Trowbridge Sidoti LLP (CrowdfundingLawyers.net) where she practices crowdfunding and syndication law. Formerly, she was the General Counsel at Patch of Land, a real estate marketplace lending platform. While there, Amy pioneered the industry’s first payment dependent note that is secured pursuant to an indenture trustee and designed to be bankruptcy remote, and advised the company on its Series A funding round. In recognition for her work at Patch, she was named as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy also brings extensive experience in legal innovation and rethinking the delivery of legal services. She is the founder and co-organizer of Legal Hackers LA, and was named one of the ten women to watch in legal technology by the American Bar Association Journal in 2014. Prior to joining Patch of Land, Amy worked in enforcement and compliance at the U.S. Department of Commerce, where she represented the United States at the WTO and participated in free trade agreement negotiations on regulatory coherence and technical barriers to trade. Amy also spent time at the U.S. Department of State and U.S. Department of Transportation as a Presidential Management Fellow. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Phil Atwan is the Senior Vice President of Exchange Resources, and is also one of the Founders. He speaks to more financial, real estate, and legal professionals about 1031 Tax Deferred Exchanges than probably anyone in the country. Phil is featured at approximately 150 educational seminars per year, hosted by financial planning organizations, escrow associations, CPA and EA tax groups, bar associations, and real estate companies in the greater Los Angeles area through San Luis Obispo County. 
His reach extends across the nation. Industry-related professionals and real estate investors from New York to Seattle to Southern California call him to learn about the rules of code section 1031 and how to defer capital gain taxes. Phil enjoys and thrives on assisting and educating people about 1031 Exchanges.  He also speaks regularly at Board of REALTORS® continuing education functions, and has long served in various Board of Director and official capacities for the Escrow Associates of the San Gabriel Valley.
Phil began his career in 1982 in marketing and sales with a large title insurance company, and transitioned to a 1031 Tax Deferred Exchange focus in 1998. He grew up in Pasadena, California, and now lives in Whittier where he and his wife enjoy their three children and three grandchildren.

 

Angelica Frausto-Lupo is the Economic Development Manager for the city of San Gabriel. She has over 20 years of experience in economic and workforce development. She has worked for the cities of Santa Ana, Pasadena and Burbank. Prior to joining San Gabriel in June 2015, Angelica worked for the city of Whittier for nine years where she helped transform a sleepy downtown into a thriving restaurant scene and secured several national credit tenants for the city's main commercial corridor. She wrote the economic development strategy for the city of Whittier as well as developed a Local Economic Stimulus and Business Assistance Plan to help businesses during the recession. The success of the Plan resulted in the city being named the “Most Business Friendly City in Los Angeles County” in the category of large cities by the Los Angeles County Economic Development Corporation in November 2012. Angelica has a Master’s in Public Administration from California State University of Northridge and Bachelor’s in Sociology from Cal State Los Angeles.

Wells Larson is a Senior Director for the Los Angeles County Metropolitan Transportation Authority (Metro) Joint Development team, which, in furtherance of Metro’s vision for transit-oriented communities surrounding its stations, collaborates with qualified developers to build transit-oriented developments (TODs) on Metro-owned properties. Mr. Lawson’s portfolio of Joint Development projects include major development opportunities at the North Hollywood station, the Vermont and Santa Monica station, and the reuse of the Division 6 bus yard in Venice. Mr. Lawson also manages Metro’s comprehensive revitalization of the Willowbrook/Rosa Parks station.
Before joining Metro, Mr. Lawson served under Mayors Gavin Newsom and Ed Lee as the City of San Francisco’s lead for the Hunters Point Shipyard/Candlestick Point development.  After securing the entitlements in 2010, Mr. Lawson managed the City’s obligations to the project, including the design and acceptance of new infrastructure and the assembly of local, state and federal lands, including nearly 500-acres of former shipyard property from the United States Department of the Navy.
With more than 20 years of experience in both the public and private sectors, Mr. Lawson’s expertise is in urban economics, public-private partnerships, urban design, and community development finance. He holds a Masters degree from the University of California-Berkeley in City Planning. Mr. Lawson currently serves on the board of the Westside Urban Forum in Los Angeles and has previously served on the board of directors for the San Francisco Community Land Trust and Mandela Marketplace in West Oakland.

 

Please note: no refunds will be given for cancellations.

Register Now!