Secondary and Capital Markets Conference
Sunday, May 17, 2026
1:00 PM - 4:30 PM	Member Engagement Suite
Location: Lyceum, 5th Floor

This is your place to think bigger about engagement. Meet with our Membership team to discover how your company can deepen its industry presence, grow talent, and stay informed in a rapidly changing market. Whether you’re a long-time secondary market leader or an emerging professional, we’re here to help you take the next step. Email Matthew Gallant mgallant@mba.org or Venita Murray @ Vmurray@mba.org with any questions.
	
1:00 PM - 5:30 PM	Registration
Location: 45th St. Registration Desk, 5th Floor	
1:30 PM - 3:00 PM	Secondary & Capital Markets Committee Meeting (Open to MBA Members, Closed to Media)
Location: Astor Ballroom, 7th Floor	
3:00 PM - 4:00 PM	The Opening Bell: Networking Social for First Timers
Location: Revel and Rye Bar and Restaurant, Lobby Level

Kick off your conference experience the way the pros open the markets. Before the Exchange opens and sessions begin, join us for a fast paced, high value networking warm up designed to help you make the smartest moves during your time at the conference. This pre market strategy session is your chance to refine your game plan, gain insider guidance on navigating the agenda and maximizing your time on the floor, connect directly with the Membership team - your go to experts for unlocking connections and clearing hurdles - and start building your professional portfolio by networking with peers facing similar challenges and opportunities.
	
4:00 PM - 6:30 PM	Exhibit Area Open
Location: Broadway Ballroom Foyer, 6th Floor	
4:30 PM - 5:30 PM	Special Session: Market Outlook
Location: Broadway Ballroom, 6th Floor

MBA’s economists will highlight the key trends impacting the economy, housing, and mortgage markets and outline the forecast for the remainder of this year and beyond.  Elevated market volatility and heightened geopolitical uncertainty continue to impact lenders, and this session will help attendees better understand the current state of play. Sponsored by FICO.

Speakers
Mike Fratantoni, Ph.D., Chief Economist, Senior Vice President, Research and Business Development, Mortgage Bankers Association
Joel Kan, CMB, Vice President, Deputy Chief Economist, Mortgage Bankers Association
Sabitha Thomas, Director, Mortgage and Capital Markets, FICO	
5:30 PM - 6:30 PM	Opening Reception: Manhattan Meet-Up
Location: Broadway Ballroom Foyer, 6th Floor

The night is young! Kick off your first night in the city that never sleeps by connecting with industry peers at the Manhattan Meet-Up. Your badge allows you to bring 1 guest this evening! Enjoy happy hour favorites like passed hors d’oeuvres and cheeses or make a meal of it with empanadas, sushi and sashimi. Accompany the good food and great company with our specialty cocktail or other favorite beverage. Sponsored by Truework.
	
Monday, May 18, 2026
6:00 AM - 7:00 AM	MBA’s Move-It Monday 5K Walk/Run
Location: Ground Floor, Near Security Desk

Get your conference day started on the right foot and enjoy the sights and sounds of a NYC morning while connecting with fellow industry professionals. This event caters to all skill levels, whether you’re a seasoned runner or casual walker. Join us bright and early for some fitness and fun. Meet up on the ground floor of the Marriott Marquis, near the Security Desk.
	
7:30 AM - 5:00 PM	Registration
Location: 45th St. Registration Desk, 5th Floor	
8:00 AM - 9:00 AM	Continental Breakfast
Location: Broadway Ballroom Foyer, 6th Floor

Enjoy breakfast favorites like breakfast sandwiches, bagels, pastries, hard boiled eggs, and yogurt. Sponsored by Essent Guaranty.
	
8:00 AM - 5:00 PM	Exhibit Area Open
Location: Broadway Ballroom Foyer, 6th Floor	
8:00 AM - 5:00 PM	Member Engagement Suite
Location: Lyceum, 5th Floor

This is your place to think bigger about engagement. Meet with our Membership team to discover how your company can deepen its industry presence, grow talent, and stay informed in a rapidly changing market. Whether you’re a long-time secondary market leader or an emerging professional, we’re here to help you take the next step. Email Matthew Gallant mgallant@mba.org or Venita Murray @ Vmurray@mba.org with any questions.
	
8:30 AM - 9:45 AM	Opening General Session: The Forces Impacting Today’s Economy
Location: Broadway Ballroom, 6th Floor

Finance industry leader Gary Cohn brings an insider’s perspective on the global economy, financial markets, and the policymaking process in a candid conversation with MBA’s Chair-Elect Owen Lee. Drawing on his experience as President and COO of Goldman Sachs and Director of the White House National Economic Council, Cohn offers direct insights on the outlook for the Federal Reserve, monetary and fiscal policy, and the forces shaping markets ahead. The session opens with MBA President and CEO Bob Broeksmit delivering a timely update on the industry’s regulatory and legislative landscape. Sponsored by Freedom Mortgage.

Speakers
Robert D. Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association
Gary Cohn, Vice Chairman, IBM; Director, White House National Economic Council (2017-2018); President & COO, Goldman Sachs (2006-2016)
Richard F. Jordan, Senior Executive Vice President, Freedom Mortgage Corporation
Owen V. Lee, Esq., 2026 MBA Chair-Elect; Chief Executive Officer, Success Mortgage Partners, Inc.	
9:00 AM - 5:00 PM	Attendee Meeting Space
Location: Westside Ballroom, Salons 3&4, 5th Floor

Schedule your contacts to meet you near the action! Our conveniently located meeting space has tables available for your use (first come, first-served) right in the heart of the conference space. Lunch is served at 12:30, or pick up complimentary coffee from The Coffee Spot on 5, sponsored by Optimal Blue.
	
9:00 AM - 5:00 PM	Press Room (Credentialed Media Only)
Location: Belasco, 5th Floor	
9:00 AM - 5:00 PM	The Coffee Spot
Location: Broadway Ballroom Foyer, 6th Floor

Drop by The Coffee Spot to enjoy complimentary hot coffee, cold brew or something from the Espresso Bar. Sponsored by Optimal Blue.
	
9:45 AM - 10:15 AM	Refreshment Break
Location: Broadway Ballroom Foyer, 6th Floor	
10:00 AM - 10:30 AM	GENERAL SESSION: Mortgage Market Trends
Location: Broadway Ballroom, 6th Floor

MBA’s Chief Economist is joined by expert analysts to discuss today’s market dynamics. Sponsored by VantageScore.

Speakers
Rikard Bandebo, PhD, Executive Vice President, Chief Strategy Officer and Chief Economist, VantageScore
Jeana Curro, Managing Director and Head of Agency MBS Research, Bank of America
Mike Fratantoni, Ph.D., Chief Economist, Senior Vice President, Research and Business Development, Mortgage Bankers Association
John Sim, Managing Director, J.P. Morgan	
10:45 AM - 11:45 PM	GENERAL SESSIONS: Hear from Housing Leaders
Location: Broadway Ballroom, 6th Floor

Hear directly from agency leaders about the current priorities at Ginnie Mae and the Federal Housing Administration.

Speakers
The Honorable Joseph Gormley, President, Ginnie Mae
Matt Jones, Deputy Assistant Secretary, Office of Single Family Housing, FHA, U.S. Department of Housing and Urban Development
Owen V. Lee, Esq., 2026 MBA Chair-Elect; Chief Executive Officer, Success Mortgage Partners, Inc.	
12:00 PM - 1:00 PM	Lunch
Location: Westside Ballroom, Salons 3&4, 5th Floor

No reason to leave the hotel. Bountiful lunch options and plenty of open seating available in the Westside Ballroom! Sponsored by Spring HQ.
	
2:00 PM - 2:30 PM	Beverage Break
Location: Broadway Ballroom Foyer, 6th Floor

Refresh yourself with a cold beverage or drop by the Coffee Spot to recharge before your afternoon sessions and meetings.
	
2:30 PM - 3:30 PM	BREAKOUT SESSION: Modernized Credit Scores and Securitization
Location: Majestic Complex, 6th Floor

While the industry awaits next steps from FHFA, Fannie Mae, and Freddie Mac on the usage of FICO 10T and VantageScore 4.0, some sectors are already taking advantage of these modernized scores. Hear from FICO and VantageScore representatives as well as industry participants who have started using these scores for decisioning, trading, and securitization. Hear firsthand from their experience about business impacts, market reactions, and future expectations. Sponsored by Enact MI.

Speakers
Rikard Bandebo, PhD, Executive Vice President, Chief Strategy Officer and Chief Economist, VantageScore
David Battany, Executive Vice President, Capital Markets, Guild Mortgage Company
Ethan Dornhelm, Vice President, Head of Scores Analytics, FICO
Sasha Hewlett, AMP, Associate Vice President, Secondary & Capital Markets, Mortgage Bankers Association
Robert (Bob) Johnson, Head of Originations, Newrez LLC	
2:30 PM - 3:30 PM	BREAKOUT SESSION: Navigating Regulatory Uncertainty and Liquidity Pressures with Clean, Connected Data
Location: Schubert Complex, 6th Floor

Shifting regulatory expectations and volatile liquidity conditions are raising the stakes for mortgage execution, disclosures and operational readiness. This session examines how potential federal and state-level changes and liquidity conditions impact capital markets workflows, and why consistent, connected data is critical. Panelists cover data hygiene and workflow strategies that reduce rework, control costs and support faster delivery, even in choppy markets. Sponsored by Enact MI.

Speakers
R. Colin Deaso, Deputy Director, Policy and Technology, Loan Guaranty Service, U.S. Department of Veterans Affairs
Conrad Ficca, Director, Product Management, ICE Mortgage Technology
Chun Lin, Managing Director and Head of Residential Mortgage Modeling, Global Markets, Bank of America
Anita Padilla-Fitzgerald, Founder & CEO, MegaStar Financial Corp	
3:30 PM - 4:00 PM	Sports Talk with Boomer Esiason
Location: Broadway Ballroom Foyer, 6th Floor

Join Boomer Esiason for an inside look at life in the NFL during one of football’s most competitive eras. Hear firsthand stories from his time with the Cincinnati Bengals, New York Jets, and Arizona Cardinals, including his run to Super Bowl XXIII and MVP season. Esiason shares lessons on leadership, resilience, and performance, both on and off the field.

Speakers
Adam DeSanctis, Vice President, Communications, Mortgage Bankers Association
Boomer Esiason, Former NFL Quarterback, Broadcaster & Rare Disease Advocate	
4:00 PM - 5:00 PM	Networking Event: Secondary Social and Souvenir Football Signing with Boomer Esiason
Location: Broadway Ballroom Foyer, 6th Floor

At Secondary26, it’s all about making connections. Make yours while enjoying your favorite bar bites and getting a souvenir football signed by NFL great Boomer Esiason to take home.

Speaker
Boomer Esiason, Former NFL Quarterback, Broadcaster & Rare Disease Advocate	
Tuesday, May 19, 2026
7:30 AM - 4:00 PM	Registration
Location: 45th St. Registration Desk, 5th Floor	
8:00 AM - 9:00 AM	Continental Breakfast
Location: Broadway Ballroom Foyer, 6th Floor

Get a strong start to the day with a variety of breakfast favorites. Sponsored by Onity Mortgage.
	
8:00 AM - 3:00 PM	Exhibit Area Open
Location: Broadway Ballroom Foyer, 6th Floor	
8:00 AM - 5:00 PM	Member Engagement Suite
Location: Lyceum, 5th Floor

This is your place to think bigger about engagement. Meet with our Membership team to discover how your company can deepen its industry presence, grow talent, and stay informed in a rapidly changing market. Whether you’re a long-time secondary market leader or an emerging professional, we’re here to help you take the next step. Email Matthew Gallant mgallant@mba.org or Venita Murray @ Vmurray@mba.org with any questions.
	
8:00 AM - 5:00 PM	Press Room (Credentialed Media Only)
Location: Belasco, 5th Floor	
9:00 AM - 4:00 PM	Attendee Meeting Space
Location: Westside Ballroom, Salons 3&4, 5th Floor

Schedule your contacts to meet you near the action! Our conveniently located meeting space has tables available for your use (first come, first-served) right in the heart of the conference space. Lunch is served at 12:30, or pick up complimentary coffee from The Coffee Spot on 5, sponsored by Optimal Blue.
	
9:00 AM - 10:00 AM	GENERAL SESSION: What Leaders Are Watching with CNBC’s Steve Liesman
Location: Broadway Ballroom, 6th Floor

CNBC’s Steve Liesman leads a timely conversation with senior mortgage finance executives on the issues shaping the secondary market. Panelists share what they are watching across the market, including changes to credit scoring, execution, housing affordability and the Executive Order on Promoting Access to Mortgage Credit, the Basel III endgame, rising default rates, MSR pricing, the growth of non-QM lending and other forces influencing capital, risk and opportunity in the year ahead.

Speakers
Michael P. Lau, CMB, Managing Director, Bayview Asset Management, LLC
Steve Liesman, Senior Economics Reporter, CNBC
Michael P. Patterson, Senior Executive Vice President and Chief Operating Officer, Freedom Mortgage Corporation
Jay Plum, Executive Vice President, Fifth Third Bank	
9:00 AM - 3:00 PM	The Coffee Spot
Location: Broadway Ballroom Foyer, 6th Floor

Meet your contacts at the cafÃ© seating in The Coffee Spot to enjoy complimentary hot coffee, cold brew or something from the Espresso Bar. Sponsored by Optimal Blue.
	
10:00 AM - 10:30 AM	Refreshment Break
Location: Broadway Ballroom Foyer, 6th Floor	
10:15 AM - 11:15 AM	GENERAL SESSION: The Intersection of Tech and Secondary Markets
Location: Broadway Ballroom, 6th Floor

Explore the innovation most relevant to secondary and capital markets leaders, including digital assets, AI-powered workflows, non-QM platforms and automation. Panelists discuss what tech is gaining traction and the impacts on credit quality, execution, and risk management.

Speakers
Vishal Garg, Chief Executive Officer, Better Mortgage
John Hedlund, 2026 MBA Vice Chairman; Vice Chairman, ICE Mortgage Technology
Steven Schwalb, Managing Partner and Co-CEO, Angel Oak Mortgage Solutions
Matthew VanFossen, CMB, Chief Executive Officer, Absolute Home Mortgage Corp.	
11:30 AM - 12:30 PM	BREAKOUT SESSION: Managing Risk and Liquidity with Digital Collateral
Location: Schubert Complex, 6th Floor

Secondary teams are under pressure in volatile markets to improve execution speed without increasing risk. Gain critical insight into how digital collateral practices affect loan salability, funding timelines, and investor confidence, including how document accuracy, chain of custody, and electronic delivery discipline reduce friction across delivery and purchase. The session is relevant to capital markets leaders focused on liquidity, execution certainty, and balance sheet efficiency. Sponsored by Enact MI.

Speakers
Jeffrey E. Bode, Chairman of the Board and Chief Executive Officer, Click n’ Close, Inc
Jenna Gonzales, Associate Director of Capital Markets, Veterans United Home Loans
Amy Moses, Vice President, Strategic Growth, MISMO
Brian D. Pannell, Chief eServices Executive, DocMagic	
11:30 AM - 12:30 PM	mPower Session: Leveraging Executive Visibility for Strategic Advantage
Location: Broadway Ballroom, 6th Floor

In a relationship-driven and highly scrutinized industry, executive visibility is no longer optional, it is strategic leverage. Today’s mortgage and capital markets leaders are evaluated long before a deal call, board conversation, or recruiting discussion begins. This session explores how personal brand functions as reputation architecture in modern financial services; strengthening trust, accelerating relationships, and reinforcing institutional credibility. Leave with a clear framework for defining your executive positioning, communicating expertise, and leveraging LinkedIn as a controlled, compliant distribution channel for authority and influence. Sponsored by ICE Mortgage Technology.

Speakers
Stephanie Armstrong, Chief Executive Officer, Moxie Creative Studios
Kerri Girouard, Vice President, Sales & Relationship Management, ICE Mortgage Technology
Laura Hopkins, AMP, Senior Vice President of Membership, Meetings and mPower, Mortgage Bankers Association	
12:30 PM - 1:30 PM	Lunch
Location: Westside Ballroom, Salons 3&4, 5th Floor

No reason to leave the hotel. Bountiful lunch options and plenty of open seating available in the Westside Ballroom! Sponsored by Spring HQ.
	
1:30 PM - 2:30 PM	BREAKOUT SESSION: Investor Demand Across the Non-Agency Stack
Location: Schubert Complex, 6th Floor

Non-QM securitization volume doubled in 2025 and is on pace to grow almost as quickly this year, and other portions of the non-agency market are also growing at a strong pace.  Originators, aggregators, and investors break down volume trends, credit performance, and hedging strategies across Non-QM, HELOC, and Residential Transition Loans (RTL). Get a clear view of investor demand, spread dynamics, and where opportunities are emerging. Sponsored by Enact MI.

Speakers
Kate Amor, Executive Vice President, Head of Enterprise Products, Rate
Audrie Gregory, Vice President Sales Correspondent Lending, Verus Mortgage Capital
Ken Hockstein, Senior Insurance Portfolio Manager, Voya Investment Management
John Toohig, Managing Director, Raymond James & Associates
Mack Walker, Senior Vice President, Capital Markets, Deephaven Mortgage LLC	
1:30 PM - 2:30 PM	BREAKOUT SESSION: MSR Valuation and Strategy Drivers for 2026
Location: Majestic Complex, 6th Floor

The market for Mortgage Servicing Rights (MSRs) is evolving as prepayment expectations, delinquencies, and funding costs shift. This panel provides an updated view of MSR valuation drivers in 2026, including liquidity conditions and investor behavior. Gain insight into retain vs. release decisions, equity recapture strategies, and capital allocation approaches shaping MSR pricing and portfolio performance. Attendees leave with knowledge to make smarter portfolio, hedging, and capital management decisions. Sponsored by Enact MI.

Speakers
David Burruss, Sales Director, Mortgage Capital Trading, Inc.
Larry Goldstone, President, Capital Markets and Lending, BSI Financial Services
Michelle Richardson, CMB, AMP, Chief Financial Officer, LenderMAC
Seth D. Sprague, CMB, Director, Consulting Services, Richey May	
2:30 PM - 3:00 PM	Refreshment Break
Location: Broadway Ballroom Foyer, 6th Floor	
3:00 PM - 4:00 PM	BREAKOUT SESSION: Managing the Headwinds of Rising Defaults
Location: Schubert Complex, 6th Floor

Get armed with the data you need to stay ahead of the rising tide of defaults. Panelists present the latest default trends including breakdowns for conventional loans, government loans, and non-QM loans, with a deeper dive into FHA delinquency rates. Gain insights into where delinquencies are developing faster and compare them to prior stress levels so you are prepared for what may lie ahead. Sponsored by Enact MI.

Speakers
Richard L. Cooperstein, PhD, Director of Alliances and Policy, Andrew Davidson & Co., Inc.
Brett Ludden, Managing Director, Milliman, Inc.
David Sheeler, Senior Executive Vice President and President of Residential Servicing, Freedom Mortgage Corporation	
3:00 PM - 4:00 PM	BREAKOUT SESSION: Nearing the Basel III Endgame
Location: Majestic Complex, 6th Floor

Find out how bank portfolio lending, warehouse lending, MSA holdings and other areas of your business may be impacted by the Basel III Endgame re-proposal, recently released by the federal banking agencies (Federal Reserve, OCC and FDIC). While the three-part proposal reflects much of MBA’s advocacy on your behalf, there is still work to do. Join this session for a full breakdown of the changes and how the finalized rule could shape the housing market, then provide your input on what more is needed. Sponsored by Enact MI.

Speakers
Matthew Bisanz, Partner, Mayer Brown LLP
Isaac Boltansky, Head of Public Policy, Pennymac
Deborah H. Jones, CMB, SVP, Director of Secondary and Capital Markets, Citizens Bank	
5:00 PM - 6:30 PM	MBA Advocacy Reception
Location: St. Cloud Rooftop Bar at The Knickerbocker Hotel (6 Times Sq 17th Floor, New York, NY 10036)

Join us for a golden hour rooftop reception in New York City as we bring together industry leaders and supporters to celebrate the influence and impact of our advocacy work. Just a short walk from the conference hotel, this event offers breathtaking skyline views, meaningful connections, refreshments, and light appetizers before dinner. Open to all conference attendees. Register to attend at http://bit.ly/4mOYmQQ. Sponsored by Solidifi, PennyMac, BankSouth Mortgage
	
Wednesday, May 20, 2026
8:00 AM - 10:00 AM	Registration
Location: 45th St. Registration Desk, 5th Floor	
8:30 AM - 10:00 AM	Closing General Session: Hot Breakfast and Hot Topics
Location: Lyceum Complex, 5th Floor

Enjoy a final opportunity to connect with peers over a hot breakfast and share any final insights. Do you have lingering questions from a session? Topics you wanted to discuss and didn’t hear? Bring them with you to breakfast and share with the group. This is a casual conversation; wear your travel clothes and bring your suitcase.