MBA Annual 2019 Experience It Live

Schedule

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Schedule subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.

To see what you missed or to re-live the memories, download the MBA Annual18 schedule.

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Monday, October 28, 2019

  • MARKET OPPORTUNITIES TRACK: Hit the High Notes: Staying Profitable in a Tough Mortgage Market

    Location: Level 4,
    Room 18A


    Speaker(s)

    Marina Walsh, Vice President, Industry Analysis, Mortgage Bankers Association

    Breakout Session,

    Market Opportunities Track

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    How can lenders harness origination gains, contain costs and optimize resources to ensure long-term financial viability? This session brings together experts who offer solutions, including operating strategies, technology improvements, workflow efficiencies, and approaches to managing personnel, particularly sales staff.

    Speaker(s)

    Marina Walsh, Vice President, Industry Analysis, Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences.  Walsh was named to HousingWire's "2016 Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate.  Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ.

  • MARKET OPPORTUNITIES TRACK: Don’t Miss a Beat – Win the Purchase Conversion Game in 2020

    Location: Level 4,
    Room 17


    Speaker(s)

    Julian Hebron, Founder and Chief Executive Officer, The Basis Point

    Felicia Dixon, Director, Strategic Initiatives and Industry Development, Mortgages, Zillow Group

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Patricia Arvielo, Co-Founder and President, New American Funding

    Breakout Session,

    Market Opportunities Track

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    This year taught us that customer acquisition is just the tip of the iceberg in terms of success in the purchase market. Today’s always-online customers are picked off constantly even after pre-approval. This can’t-miss session with top customer acquisition and conversion leaders will teach you how to protect and grow your purchase market share and develop strong customer relationship management practices for your target markets.

    Speaker(s)

    Julian Hebron, Founder and Chief Executive Officer, The Basis Point

    Felicia Dixon, Director, Strategic Initiatives and Industry Development, Mortgages, Zillow Group

    Felicia Dixon works with Zillow Home Loans to develop strategies for a variety of initiatives, focusing on relationships with key third parties and partners critical to facilitating originations.  Felicia helps to envision the future for Zillow Home Loans, chart a path and drive towards implementation.  Felicia has been at Zillow Group for 5 years, and prior to joining Zillow Group supported public and private companies as they grew via acquisitions.

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Joe Welu is the Founder and CEO of Total Expert, which he started in 2012 in the basement of a real estate office. Fast forward to 2019 and Total Expert is backed by some of the leading venture capital firms in Silicon Valley and has been named the fastest growing software company in the Midwest by the Inc. 500. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.

    Patricia Arvielo, Co-Founder and President, New American Funding

    Patty is an award-winning entrepreneur and the co-founder/President of New American Funding. A first-generation Latina, she leverages more than 36 years of experience in the mortgage industry to lead the company’s sales and operations efforts. In addition, Patty created the company’s Latino Focus and New American Dream initiatives to improve the home lending experiences for Latino and African-American homebuyers. Patty is also a popular keynote speaker for mortgage events across the nation. She is on numerous committees, including for the National Association of Hispanic Real Estate Professionals (NAHREP) and the Housing Counseling Federal Advisory Committee (HCFAC). She frequently visits Washington, D.C. to lobby for the industry and homeowners. Ernst & Young recognized Patty as 2016 EY Entrepreneur of The Year® Orange County.

Tuesday, October 29, 2019

  • MARKET OPPORTUNITIES TRACK: Where are the Homes? Send in the Homes!

    Location: Level 4,
    Room 17


    Speaker(s)

    Frank Nothaft, Executive, Chief Economist, CoreLogic

    Danny Gardner, Senior Vice President, Affording Lending and Access to Credit, Freddie Mac

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Breakout Session,

    Market Opportunities Track

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    Despite historically low unemployment and interest rates, the number of new single-family housing starts remains lower than it was in the early 1960’s  – when the US population was nearly half what it is today. Solving today’s affordable housing shortage is key to providing homeownership opportunities to first- time and low- to moderate-homebuyers. This panel explores the reasons for our current shortage, the consequences of the shortage for lenders, and innovative homebuilding solutions to provide more affordable housing stock.

    Speaker(s)

    Frank Nothaft, Executive, Chief Economist, CoreLogic

    Danny Gardner, Senior Vice President, Affording Lending and Access to Credit, Freddie Mac

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Jonathan Lawless is Fannie Mae’s Product Development and Affordable Housing Vice President. He oversees innovative programs and creative solutions that expand access to mortgage credit and affordable housing, address changing market needs, and help lenders and servicers better serve their borrowers.  Lawless led the development of Fannie Mae’s flagship affordability product, HomeReady®, and designed and implemented several programs to address key housing issues through industry partnerships. Prior to his current role, he served as Underwriting and Pricing Analytics Vice President and has contributed to many teams since joining Fannie Mae in 2000.  Previously, Lawless also has worked with 2Seeds Network, a non-profit group involved in agricultural development in East Africa. “We all deserve a safe place to call home that’s uniquely ours.” – Jonathan Lawless, 2017

  • Breakout Session,

    Market Opportunities Track

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    You and your executive management may or may not want to sell your company or its assets but you certainly want to understand its marketability. Likewise, there are many things to consider before you sell or acquire a company, including compatibility of the culture and leadership on both sides. Back by popular demand, this session offers advice on ways to smoothly merge operations and ensure a successful M&A transaction for sellers, buyers, regulators and other stakeholders.

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