• How Alice went from wine exporting to running a private equity fund and coaching entrepreneurs on AI.
• What most solopreneurs misunderstand about passive investing—and how it can transform your lifestyle.
• The real reason AI isn’t optional anymore (and what to do if you’re overwhelmed).
• How Alice uses ChatGPT and custom tools to replace entire teams and scale her business with fewer headaches.
• The mindset shift that changed everything: “Your input creates your output—so make it count.”

Alice is an experienced founder and investor with a M&A and securities law legal background.

As an entrepreneur, she has built, operated and exited multiple businesses in the past 15 years. She is a BIV Top 40 Under 40 alumnus and has been featured by the Globe and Mail, Wall Street Journal, LA Times, Success, Maxim and Forbes.

As a decade-long professional and personal investor, she has been a GP of a number of private equity and real estate funds in the past decade and has invested her own capital as a LP across different asset categories. She is currently a GP of a real estate private equity fund focused on land development in the U.S.

Over the years Alice has seen both successes and pitfalls in private equity fund investments and will share in this masterclass the fundamentals of fund structure and due diligence process as well as the investment thesis of land development.

• Website: www.alicechencompanies.com
• LinkedIn: https://www.linkedin.com/in/aliceychen/
• Instagram: https://www.instagram.com/absolutelyalice

• The journey from near-burnout in 2013 to building a thriving, freedom-based business through strategic leaps of faith and systems.
• Why shrinking your business at capacity isn’t the answer — and how expansion without burnout is possible.
• The surprising power of asking, “Why not now?” and taking bold action toward your “someday” dreams.
• How The Collective community fosters quantum leaps for agents and lenders despite unchanged market conditions.
• The difference between The Collective and The Academy — and how both create pathways to sustainable growth.

Erin Bradley is a speaker and business coach, bestselling author, and host of the real estate podcast Pursuing Freedom.

As a mortgage lender, Erin learned the hard way just how hard entrepreneurship and success in sales can be. From flat broke to 6 figures, and then to burnout, Erin and her team have been through it all! Erin operates under the mindset that you never give up, and you never settle, in life or in business. Anything is possible when you have the right mindset, great systems, and an amazing team. Erin is passionate about helping others design their ideal life, then create a business that is a vehicle to support that lifestyle, rather than rob you of it. And she’s on a mission to help you believe in, and achieve your biggest dreams!

• Business Facebook Page: https://www.facebook.com/PursuingFreedomOfficial
• Instagram: https://www.instagram.com/pursuingfreedomofficial/
• LinkedIn Page: https://www.linkedin.com/in/erin-bradley/

Pursuing Freedom Book by Erin

• Why “toning it down” can limit your potential — and how to embrace your authentic self in every space.
• How Cassy’s book Unapologetic empowers readers to break free from conformity and step into boldness.
• The importance of building your “tribe” to lift you up when self-doubt creeps in.
• Why intentionality with your time is essential for avoiding burnout and creating the life you want.
• How to spot (and follow) the “God winks” that guide you toward opportunities aligned with your true self
• …and much more.

Cassy Williamson is a sought-after leadership coach, keynote speaker, and strategist helping high performers trade burnout for boldness and build lives that feel as good as they look. Cassy’s work meets people in the in-between...between burnout and breakthrough, doubt and clarity, fear and becoming and helps them rise. She empowers others to stop performing for approval and start leading with truth. To stop shrinking. To finally trust that being fully themselves is more than enough. Known for her fierce encouragement and no-fluff coaching style, Cassy helps individuals unlock deep confidence, lasting mindset shifts, and real momentum in life, relationships, and career.

Unapologetic—Cassy’s first book—is now available for pre-sale! It’s part story, part strategy, and all heart for anyone ready to stop performing and start becoming who they were always meant to be.

• Website: www.cassywilliamson.com
• LinkedIn: https://www.linkedin.com/in/cassywilliamson/
• Facebook: https://www.facebook.com/profile.php?id=61575904679501
• Instagram: https://www.instagram.com/cassy__williamson

Unapologetic Book by Cassy Williamson

• How Brittney went from librarian to leading 125+ agents in a thriving Texas brokerage—starting with zero real estate experience.
• Why “borrowing belief” is a secret weapon in business growth (and how to use it).
• The real formula for success: Massive action + unwavering faith (and how to build both).
• Brittney’s mindset toolkit for leadership, momentum, and avoiding burnout.
• Tactical advice on time blocking, tracking lead gen, and building integrity with yourself—not just your clients.

Brittney is the dynamic broker and owner of BK Real Estate, a company she founded in 2023 to support the growth and success of other agents. Over the last several years, Brittney has achieved and surpassed personal goals in both her production and skill set, viewing each transaction as a valuable opportunity for growth.

Prior to embarking on her real estate journey, Brittney was a dedicated school librarian in various ISDs across Texas. She cherished the joy of teaching and helping students develop a love for reading. As a single mother to two amazing kids, she decided to expand her horizons by starting a part-time real estate career. Balancing her roles as a teacher by day and a real estate agent by evening, Brittney found herself selling a diverse range of properties, including commercial buildings, residential properties, tenant representation, and multifamily units. After two years of managing both careers, she took the bold step to leave education and fully commit to real estate, a decision that paid off significantly.

With more time at her disposal, Brittney was able to reach more clients and achieve greater personal goals. Her interest in investing led her to follow the BiggerPockets podcast, inspiring her to grow her own portfolio. Today, she owns 11 doors, a mix of short- and long-term rentals, and is a part-owner in a mortgage branch. Brittney’s passion for building her portfolio has ignited a new goal: to help as many clients and agents as possible grow their own assets.

In addition to her professional achievements, Brittney is an active member of her Keller community, particularly involved in the PTA. Her dedication to her community and her family is as strong as her commitment to her career. Whether clients are looking to buy a personal home, invest in multifamily properties, house hack, wholesale, flip, use creative financing, or grow their rental portfolio, Brittney and her team at BK Real Estate are ready to help.

• Website: www.brittneykosev.com
• LinkedIn: https://www.linkedin.com/in/brittney-kosev-7203b628a/
• Facebook: https://www.facebook.com/bkrealestatetx
• Instagram: https://www.instagram.com/brittney_kosev

• How Mallory scaled from helping with a few apartment sales to running a $200M team — in just 7 years.
• How she spent two full years learning the basics and building a real business foundation before scaling.
• How her team thrives on clear SOPs, post-deal roadmaps, and constant refinement (even after success).
• How hiring the right assistant changed her life — but she had to go through several wrong fits to get there.
• How wins don’t magically lead to more business — you must outflow, take action, and keep the momentum going.

Mallory Bogard is co-founder of the Bogard New York Team, a top real estate team in New York City at SERHANT. Mallory began her real estate career in 2016. Prior to real estate, Mallory held an esteemed 10-year career in timepieces, overseeing international markets and global growth for a leading timepiece company. She traveled extensively, analyzed local market sales and viability, and positioned brands in other countries for maximum success. Prior to that, she worked on seasonal branding for a fashion house licensed for timepieces for Marc by Marc Jacobs, DKNY, Burberry, Diesel, Michael Kors, and more. Mallory's specializations include brand-positioning, business development, and leadership.

By her 2nd year in real estate, Mallory achieved her first large feat, signing up her first new development; by year 3, she was an associate broker; and by year 4, she had garnered over $100 million in sales. She has laid the business foundation for business growth in team operations, and now she trains, leads, and manages other agents into successful careers in real estate with the founding principals: hon­esty, integrity, and work to uplift the industry of professional real estate salespeople, by growing the next generation of agents to do the same.

Mallory is frequently a guest speaker at her alma mater, the University of Oklahoma, podcasts, and real estate panels and events, speaking on "Dreaming Bigger", her journey

from growing up on an emu farm in Oklahoma to leading one of the fastest-

growing real estate teams in New York City. When Mallory isn't working, she loves mentoring young professionals, visiting family in Oklahoma, and eating at new restaurants around New York City.

• Website: https://bogardny.com/
• LinkedIn: https://www.linkedin.com/in/mallory-bogard-522b4b240/
• Facebook: https://www.facebook.com/mallory.gaylebrown
• Instagram: https://www.instagram.com/mallorybogard/

• How Joao went from buying one duplex a year to owning 92 properties in just three years — all through strategic networking, mentorship, and the BRRRR method.
• How joining masterminds and attending live events help overcome introversion and build partnerships that accelerated his success.
• Why multifamily buildings can actually be simpler to renovate and scale than single-family homes.
• How Joao uses syndications to offer passive income opportunities for investors — and how he de-risks deals before ever bringing them to market.
• How real estate professionals can go beyond transactions by expanding their knowledge and networks to serve clients’ long-term wealth-building goals.

I’m Joao Macavilca, CEO and Founder of Start to Finish Capital. Growing up in challenging circumstances in New Jersey, I was raised by undocumented parents in a modest attic, an experience that shaped my resilience and ambition. Despite starting with minimal resources, I climbed the corporate ladder to become a National Operations Manager, gaining expertise in leadership, logistics, and process improvement.

Inspired by 'Rich Dad Poor Dad,' I transitioned into real estate, embracing the BRRRR method to grow my portfolio and establish a construction company with commercial general contractor licenses in multiple states. From residential flips to securing a 54-unit commercial property, my journey is marked by perseverance, learning from mistakes, and building a legacy.

• LinkedIn: https://www.linkedin.com/in/joao-macavilca-478383136/
• Facebook: https://www.facebook.com/joao.macavilca
• Instagram: https://www.instagram.com/joaomac_stf/

• How Chris “retired” at 28 by unlocking cash flow and ditching traditional financial advice.
• Why most financial advisors aren't financially free themselves — and how that should be a red flag.
• How to identify and unlock “lazy money” sitting in savings, home equity, or retirement accounts.
• Real-life examples of transforming clients’ financial futures — from zero cash flow to $100K+ annually.
  • Why financial freedom = time freedom, and how that shift impacts business owners at every level
• and much more…

Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, BiggerPockets, and has a proven reputation with his company, Money Ripples, getting his clients fast, financial results. In fact, his personal clients have increased their cash flow by over $300 Million in the last 15 years!

• YouTube: https://www.youtube.com/@moneyrippleswithchrismiles
• LinkedIn: https://www.linkedin.com/in/chriscmiles
• Facebook: www.facebook.com/moneyripples
• Instagram: https://www.instagram.com/moneyripples/
  • https://www.instagram.com/chriscmiles/

• How pursuing joy—not just profit—transformed her real estate career.
• Why moving from DC to New Hampshire was the smartest “scary” decision she ever made.
• The 5 pillars of Lindsay’s Happy Agent Method for building a business that aligns with your life.
• How to create a virtual brokerage culture that empowers agent autonomy and sustainability.
• Why embracing change in today’s real estate market is critical—and how to find opportunity anywhere
• … and more!

Lindsay Dreyer sold her first home in 2004—one of those shiny new McMansions for a national builder—and was instantly hooked. But it didn’t take long to realize she wanted more than just a job in real estate. She wanted freedom, fulfillment, and a business that actually felt good to run.

By 2011, after years of grinding at brokerages that didn’t support top producers the way they should, Lindsay launched her own: City Chic Real Estate. Built from the ground up in the high-stakes Washington, DC market, City Chic became a haven for agents who wanted smart systems, high-touch marketing, and a collaborative, all-inclusive culture. Translation: no bro culture, no burnout, and no BS.

Fast forward to today, Lindsay is the founder of Happy Agent Co., where she coaches ambitious agents, leads high-impact workshops, and teaches real estate pros how to build businesses that are profitable, sustainable, and aligned. Her signature framework, The Happy Agent Method, flips the traditional hustle mentality on its head and helps agents grow with intention—without losing their minds (or weekends) in the process.

In 2017, Lindsay moved back to her hometown in New Hampshire, where she now runs City Chic semi-remotely, leads Happy Agent Co. nationwide, and lives her best life with her husband Andrew, their three amazing kiddos—Lexi, Will, and Lizzie—and a steady rotation of soup, yoga mats, and joy.

• Website: www.happyagent.co
• LinkedIn: https://www.linkedin.com/in/realestatelindsay/
• Facebook: https://facebook.com/happyagentco
• Instagram: https://instagram.com/lindsay.dreyer

Recommended Resources 

✨ Ready to build a business you actually enjoy? Grab Lindsay’s FREE Start With Joy: Real Estate Workbook: www.happyagent.co/joyworkbook

• The "Halftime Episode" invites listeners to pause and reflect at the mid-year mark.
• Erin explores why some agents are thriving despite market stress and what sets them apart.
• She shares 3 key traits of thriving real estate pros: intentional energy management, investing in support, and never going it alone.
• Morning routines and emotional energy check-ins are critical to shifting from scarcity to abundance.
• Community and mentorship offer a powerful way to “borrow the light” when your own belief feels dim.

Erin Bradley is a speaker and business coach, bestselling author, and host of the real estate podcast Pursuing Freedom.

As a mortgage lender, Erin learned the hard way just how hard entrepreneurship and success in sales can be. From flat broke to 6 figures, and then to burnout, Erin and her team have been through it all! Erin operates under the mindset that you never give up, and you never settle, in life or in business. Anything is possible when you have the right mindset, great systems, and an amazing team. Erin is passionate about helping others design their ideal life, then create a business that is a vehicle to support that lifestyle, rather than rob you of it. And she’s on a mission to help you believe in, and achieve your biggest dreams!

• Business Facebook Page: https://www.facebook.com/PursuingFreedomOfficial
• Instagram: https://www.instagram.com/pursuingfreedomofficial/
• LinkedIn Page: https://www.linkedin.com/in/erin-bradley/

• Why Ali left a secure job as a federal agent to pursue freedom through entrepreneurship
• The importance of aligning your business with your core values — not just your skills
• How Ali replaced her income and scaled with leveraged offers
• The role of authenticity in attracting the right clients
• Why mindset shifts are the foundation of sustainable business success
• …and much more!

After 3 years in the business, Ali has closed over 100 transactions, as a solo agent. And the first year, she was just part time, since she was still Active Duty Air Force working as a Special Agent for the Air Force Office of Special Investigations (Think NCIS...but for the Air Force).

With too many leads to handle, she started a team (NO team splits) to be able to continue scaling.

Now, with almost 100 agents on her team in 15 cities and 2 countries, she now dedicates her time to outbound referrals and coaching her agents. She's looking to partner with other agents in other markets near an Air Force Base. 

On the investing front, she used the VA loan to start investing and start a rental portfolio. With revenue share and cash flow from her rental properties, she cash flows $10,000 per month.

• Website: www.aligarced.com
• LinkedIn: https://www.linkedin.com/in/alexandragarced/
• Facebook: https://www.facebook.com/aligarced
• Instagram: https://www.instagram.com/ali_the_agent/