Invest Smart

Invest Smart

Join us in Cabo for insights on real estate investing and other investment strategies.

Join Us

Join us in Cabo where the Pacific coast breeze meets expert insights in real estate and investment strategies. Network with like-minded people to learn new investment growth strategies, and find out what really works and what doesn’t.

  • Retirement income strategies
  • Covered call investing
  • Real estate market opportunities
  • Commercial financing techniques
  • Leverage and wealth creation
  • Portfolio income optimization
  • Global real estate investing
  • Risk management and capital preservation
  • CDN ETF and US CEF Income strategies
  • Plus lots more…….
  • Income-focused investors
  • Retirees and pre-retirees
  • Real estate investors
  • Accredited investors
  • Entrepreneurs and business owners
  • Financial professionals

Full Event Pass

Secure your spot before July 1, 2026, and you will receive a $50 discount when you purchase your tickets. Enjoy full access to all conference sessions and networking events in sunny Cabo.

++BONUS++ All ticket buyers will receive a free year’s membership to Ronan’s Real Estate Trend Alert!

All conference attendees will have access to video recordings of all main stage presentations after the conference.

499 USD (Use the Promo Code “CABOEARLYBIRD” at checkout for the $449 USD Early Bird Rate before July 1, 2026)

Global innovation leader, digital transformer, master networker, AI human interface expert, smart mobility pioneer, and 6-year global real estate investing nomad. Father of 3.

Currently leading VOW GLOBAL to build a nationwide affordable workforce housing portfolio, a global vacation club for discerning travelers, and the FRAKTION AI advanced property management system, uniquely managing all real estate investments on a cost-optimized single platform while enabling unique features such as a 24/7 AI Concierge, guided local experiences, and simple home swapping.

Formerly President of Digital Solutions & Strategic Innovation at Stanley Black & Decker, Director of Product Management for Android Auto & Google for Cars, Global Head of Innovation for Connected Car at General Motors, VP of Global Services & Applications at Prodea, Head of Innovation for Smart Home & Smart TV at LG Electronics, Head of Mobile Data & Internet TV at Amdocs, powering over 50% of the world’s mobile & broadband providers, and a General Partner of the HyperbloomX Venture Capital Fund.

Precision Repositioning: In today’s market, wealth isn’t just found; it’s engineered. Based on the principles of “The Ultimate Wealth Strategy,” this presentation reveals the exact process used to acquire and optimize multi-family buildings. We move past the basics of “finding a deal” to focus on the critical middle: the Due Diligence deep dive and the strategic Stabilization of tenants and systems. Discover how to increase building efficiencies and decrease waste to create a lean, high-performing asset ready for a premium refinance.

Beyond Dividends: For the wealthy investor, capital preservation is secondary only to reliable cash flow. This presentation introduces a systematic overlay for Canadian Covered Call ETFs that prioritizes Income Quality over Market Value. By integrating the Retirement Money Secrets philosophy, we move beyond “Buy and Hold” into “Buy and Manage.” Discover how to evaluate Canadian-listed ETFs for “Return of Capital” vs. “Realized Gains,” and how to use the “Income Fund Recovery” method to turn market corrections into your greatest income-generating opportunities.

Quentin owns a real estate portfolio in excess of $125 million dollars of assets under ownership across Canada and the US and transacted on 80+ properties since 2004.

Quentin is a proud member of the Society (SocietyToronto.com) and been accepted in to Tiger 21. His company, Appleridge Homes, uses the Buy, Fix, Refinance, and Rent strategy on long term rental properties in Ontario, Canada, as well as with joint venture partnerships to create win/win relationships. He also invests in rental properties in the USA.

Quentin is the author of “The Property Management Toolbox: A How-To Guide for Ontario Real Estate Investors and Landlords,” “The Filling Vacancies Toolbox: A Step-By-Step Guide for Ontario Real Estate Investors and Landlords for Renting Out Residential Real Estate,” “The Scaling Up Toolbox: A How to Guide for Real Estate Investors Who Don’t Have to Use Their Own Money to Buy Property,” “Finding Properties Toolbox: Buying Real Estate at a Discount” and “The Ultimate Wealth Strategy: Your Complete Guide to Buying, Fixing, Refinancing, and Renting Real Estate.”

He is also mentors real estate investors through the Durham Real Estate Investors Club.

Andrew has been investing in real estate since the early 1990s, building extensive experience across multiple asset classes including commercial office, retail, recreational properties, and large-scale development projects. Throughout his career, he has acquired, developed, rezoned, and stratified numerous properties, creating a diversified international portfolio spanning Portugal, Spain, Mexico, Panama, Canada, and the United States.

A key component of Andrew’s investing strategy has been the strategic use of leverage. Over the years, he has developed and refined several techniques that help investors maximize capital efficiency and increase property performance. Most recently, Andrew has created an innovative approach that significantly increases real estate cash flow by combining equity leverage with RMS/dividend investing strategies.

At the conference, Andrew will share these practical leverage and cash-flow optimization techniques with attendees.

In addition to his investing career, Andrew is currently semi-retired from his medical practice in British Columbia, Canada. His focus in the coming years includes continued real estate development projects in Moab, Utah; Baja California Sur, Mexico; and British Columbia.

Andrew also plans to spend winters in Cabo San Lucas, where he will treat pain and musculoskeletal (MSK) conditions, establish an outreach pain clinic for economically challenged local residents, and teach annual MSK medical seminars each February.

When he’s not working on development or medical projects, Andrew enjoys traveling the world with his wife.

Sua Truong is a commercial financing strategist and global real estate investor with over 20 years of experience structuring capital for complex and non-traditional real estate projects. He has advised on financing across multifamily, hospitality resorts, mixed-use developments, student housing, and special-purpose assets, with a reputation for understanding how lenders truly assess risk—and why many deals fail long before approval.

Known for his contrarian perspective, Sua challenges traditional residential real estate assumptions in markets facing regulatory uncertainty and weakened property rights. His focus is on commercial niches with durable demand, as capital becomes increasingly mobile in an AI-driven, remote-work economy.

Following the successful completion of international resort developments, Sua is now involved in experience-driven commercial projects across Southeast Asia. His core thesis is simple: capital follows clarity, and investors who understand financing psychology—not hype—will control the next decade of opportunity.

Learn:

  • Why deals fail before they reach a lender
  • Why projects fail and how you can prevent those failures
  • Why there’s more risk in matured markets (North America/Euro etc) than developing markets. What’s the risk and rewards comparison?

Contact Us

Contact Us

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Taylored Education Concepts reserves the right to modify the list of speakers at this event as required.