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Mortgage AI
October 9-10, 2025
Waldorf Astoria Monarch BeachDana Point,CA

Ed Messman
CEO at Rook/Legacy Group Capital
Speaker

Profile

I’m an executive leader with 30 years experience working with VC and PE sponsored technology companies. Over the last 17 years, I’ve led four startups in the proptech, fintech, SaaS, and data/adtech sectors through institutional financing, go-to-market launch and M&A exit. I spent the first 13 years of my career in VC and structured finance working with hundreds of technology companies from startup to exit.

I’ve led or been apart of 10 M&A transactions (4 sell side and 6 buy side). Having the experience on both sides of the table (investor & operator) has given me a unique perspective on fundraising, strategic partnerships and corporate development. The two takeaways I’ve come to appreciate over my career are 1) being a founder is the most difficult yet rewarding seat to sit in and 2) timing is everything.

Agenda Sessions

  • The “C-Suite” Perspective: How I Am Strategically Deploying & Managing AI Initiatives?

    9:30am