2020 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.

Download Agenda Editable Agenda

Sunday, February 9, 2020

  • Meet & Greet and Baseball Signing with Dave Winfield

    Location: 2nd Floor,
    Seaport Ballroom D

    Networking Opportunities

  • Opening Reception: Slide into CREF2020

    Location: 2nd Floor,
    Seaport Ballroom D


    Speaker(s)

    Dave Winfield, Hall of Fame Baseball Player, Business Advisor and Management Consultant

    Networking Opportunities,

    Reception

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    Speaker(s)

    Dave Winfield, Hall of Fame Baseball Player, Business Advisor and Management Consultant

    Dave Winfield has been hailed as one of the greatest athletes ever to play professional sports. One of only seven players in the history of baseball to reach over 3,000 hits and belt over 450 home runs, the 12-time All-Star is amongst the all-time leaders in hits, home runs and RBI. He was inducted into the National Baseball Hall of Fame in 2001 -- his first year of eligibility. Winfield began his career as a Williams Scholar and pitcher at the University of Minnesota, where he was voted MVP of the 1973 College World Series. He made history as the only athlete ever to be drafted in three professional sports: basketball (Atlanta Hawks and Utah Stars), football (Minnesota Vikings) and baseball (San Diego Padres). 

    His professional career took off in 1973 when he joined the San Diego Padres – without having played a single minor league game. His next stop: 8 All-Star seasons with the New York Yankees. In 1990, he joined the California Angels, followed by a magical year with the Toronto Blue Jays where he drove in the winning run of the 1992 World Series.  Dave returned to his native Minnesota and reached the 3,000th hit milestone with the Twins. He ended his 22-year career after the 1995 season with the American League Champion Cleveland Indians. 

    Winfield’s tradition of winning with flair goes well beyond the world of sports… into a rich spectrum of philanthropy and business. While batting his way to Cooperstown,  Dave was one of the first athletes to create a charitable foundation – and inspired many of today’s athletes to do the same. For over 20 years, the Winfield Foundation provided healthcare services, nutritional counseling, scholarships and computer literacy programs to deserving high school students, holiday dinners to families in need, and community outreach programs in and beyond the 6 major league cities he called home.  Dave developed TURN IT AROUND!, an international community action campaign to prevent substance abuse. The program’s innovative audio/visual and print materials for elementary school children were recognized as exceptionally potent tools in the war on drugs.

    Dave’s charitable work has earned him numerous honors, including: the YMCA Brian Piccolo Award for Humanitarian Service, the first Branch Rickey Community Service Award, American League Joe Cronin Award, Josh Gibson Leadership Award and Major League Baseball’s Roberto Clemente Award, presented to the player who best exemplifies baseball on and off the field. He was also awarded honorary Doctorate of Laws from both Syracuse University and Thomas Jefferson School of Law, and was selected one of America’s 10 Outstanding Young Men.  A successful entrepreneur, Winfield has owned art galleries and Burger King restaurants. He has served on the boards of President Clinton’s National Service Program, Morehouse School of Medicine, Hackensack Medical Center, Century Council, Authentify, Inc. and on the advisory boards of the Major League Baseball Players Trust and the Peace Corps. A long-time member of the board of the San Diego Padres, Dave also served as an Executive Vice  President/Senior Advisor of the ball club. He currently serves as a special assistant to the Major league Baseball Player’s Association.  

Monday, February 10, 2020

  • Breakfast

    Location: 2nd Floor,
    Seaport Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • Refreshment Break

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    Networking Opportunities,

    Refreshment Break

  • Lunch

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Lunch,

    Networking Opportunities

  • Networking Reception: Seabreeze

    Location: 2nd Floor,
    Seaport Ballroom A

    Networking Opportunities,

    Reception

Tuesday, February 11, 2020

  • Breakfast

    Location: 2nd Floor,
    Seaport Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • COFFEE SPOT

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Networking Opportunities

  • Refreshment Break

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE HUB is Open

    Location: 2nd Floor,
    Harbor Ballroom

    Exhibit Hours,

    Networking Opportunities

  • Lunch

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPower Lunch: Negotiating Your Life

    Location: 1st Floor,
    Grand Hall D


    Speaker(s)

    Meg Myers Morgan, Ph.D., Author, Executive and Leadership Coach

    Marcia M. Davies, mPower Founder, Chief Operating Officer, Mortgage Bankers Association

    Lunch,

    mPower Event,

    Networking Opportunities,

    New This Year

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    Dr. Meg Myers Morgan, an expert in personal and professional negotiations, deconstructs our preconceived notions about adulthood, parenthood, and career paths and illuminates how they can limit us. By sharing her experiences personally mentoring and professionally coaching her graduate students, raising her kids, and achieving success in her own career, she provides powerful advice and inspiration to help you clarify goals, overcome doubts, have a healthy relationship with ambition, and set the terms for the life you want.

    This lunch is open to all attendees of our CREF Convention. Please RSVP via the link below to let us know if you plan to attend.

    RVSP: https://mba.informz.net/survistapro/sn.asp?gid=E07FB259-520E-4793-BC85-0141C9D1A668

    Speaker(s)

    Meg Myers Morgan, Ph.D., Author, Executive and Leadership Coach

    Dr. Meg Myers Morgan is an expert in career development and advancement. Her latest book, Everything is Negotiable (Seal Press, 2018), offer tactics to help women negotiate for more in work and life. In its first week, the book hit the Oklahoma Best Seller List and has now been translated in multiple languages. Meg gave a TED Talk, "Negotiating for Your Life", for TEDxOU in 2016. Her collection of essays, Harebrained, won the gold medal for humor from the Independent Publishers Book Awards (2015). She is an assistant professor at the University of Oklahoma and leads the graduate programs in Public Administration and Nonprofit Management on the OU-Tulsa campus. Meg holds a Ph.D. and an MPA from the University of Oklahoma, certification in Executive and Leadership Coaching from Columbia University.

    Marcia M. Davies, mPower Founder, Chief Operating Officer, Mortgage Bankers Association

    Marcia M. Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA). As COO, Marcia is responsible for ensuring cross-organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of key organizational priorities. She is also the lead strategist for MBA's external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Information Technology and Office Services divisions. She also provides management oversight to and is a Board member of MBA's Opens Doors Foundation. Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy. Marcia is the founder of mPower - MBA Promoting Opportunities for Women to Extend their Reach -- MBA's networking platform for women in the real estate finance industry. She is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). Marcia is also a member of Women in Housing Finance and the International Women's Leadership Association. In 2015, she was honored by HousingWire as one of its 2015 Women of Influence.

Wednesday, February 12, 2020

  • Closing General Session: mPact Brunch and Learn: Building Strategies and Teams Designed to Win Despite Uncertainty (Closed to Media)

    Location: 2nd Floor,
    Seaport Ballroom F


    Speaker(s)

    DeAnne Reed, Assistant Vice President, Servicing Operations, Pacific Life Insurance Company

    Amber A. Rao, CCIM, Vice President and Senior Mortgage Banker, Multifamily Capital Markets Lending, KeyBank Real Estate Capital

    Jayson F. Donaldson, President, Fannie Mae and FHA Platforms, NorthMarq

    Stephen L. Shaw, Director, PGIM Real Estate Finance

    Sharon Karaffa, Vice Chairman and Co-head, Production, Newmark Knight Frank

    Breakfast,

    mPact Event,

    Networking Opportunities,

    Special Session

    Read more Read less

    Business is a team sport and crafting strategies to compete is a continuous struggle in a changing marketplace. Putting together and managing teams to execute in the short and long term is an even bigger challenge. End your CREF2020 experience with our panel of experts sharing their managerial perspectives on navigating competing priorities and building team leaders.

    Speaker(s)

    DeAnne Reed, Assistant Vice President, Servicing Operations, Pacific Life Insurance Company

    DeAnne Reed is an Assistant Vice President in the Real Estate Investment area at Pacific Life Insurance Company.  She joined Pacific Life in 1998 and oversees the Portfolio Operations and Pacific Life Construction Loan Management teams.  Under her direction, Portfolio Operations is responsible for a wide variety of services including new loan setup and release, billing, IRS annual reporting, UCC filings and continuations, document control/file management as well as insurance, escrow, reserve and cash management.  The Pacific Life Construction Loan Management team provides client services, transaction analysis, construction loan administration and property inspections for the Pacific Life construction loan portfolio.  Her team is also responsible for the oversight, leadership and business direction for the mortgage loan system.  DeAnne is active within the MBA through mPower, the Servicing and Technology Planning committee, as a frequent speaker at both conferences and webinars on management and leadership development and is a graduate of the MBA Future Leaders program.  Ms. Reed graduated Cum Laude with a B.A. degree in organizational leadership from Chapman University.

    Amber A. Rao, CCIM, Vice President and Senior Mortgage Banker, Multifamily Capital Markets Lending, KeyBank Real Estate Capital

    Amber Rao is Vice President and Senior Mortgage Banker with KeyBank Real Estate Capital in Dallas, Texas. Amber provides clients with financing options through Fannie Mae, Freddie Mac, FHA, CMBS and Investor Placements across a variety of multifamily asset types to include conventional, student housing, manufactured housing and affordable housing. Amber’s experience with KeyBank includes syndications, debt capital markets portfolio management and balance sheet lending. Amber has been directly involved in loan production totaling over $2.5 Billion. She is an active member of The Real Estate Council, Commercial Real Estate Women and holds the Certified Commercial Investment Member (CCIM) designation. Amber was a founding member of the Mortgage Bankers Association MPact Advisory Committee.  Amber has a BSBA from John Carroll University and an MBA from the University of Texas at Dallas with concentrations in Finance and Real Estate.  Amber balances her career life with her lifetime vocation as a mom.

    Jayson F. Donaldson, President, Fannie Mae and FHA Platforms, NorthMarq

    Jay Donaldson is president of NorthMarq’s Fannie Mae and FHA product lines, overseeing more than 50 employees and more than $2 billion in annual transactions. In this role, his focus is on the expansion of the company's multifamily lending through growth of Fannie Mae and FHA production volumes and portfolios. Jay also serves on the NorthMarq’s Executive Committee.  Prior to joining NorthMarq, he was COO for AmeriSphere Multifamily Finance, which was acquired by NorthMarq in 2015. Over Jay’s 20-year career in lending, he has worked with a variety of product types including agency products, CMBS, bridge, mezzanine, and preferred equity on all types of commercial real estate.  He has experience in every discipline of lending from origination to credit to capital markets.  Jay is actively involved in the commercial real estate industry and has served as the chairman of the Multifamily Committee for the Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG) of the Mortgage Bankers Association (MBA). He also serves on the MORPAC Steering Committee and previously served as Vice-Chair of MORPAC.

    Stephen L. Shaw, Director, PGIM Real Estate Finance

    Stephen Shaw is a Director with PGIM Real Estate Finance. In this role, he is responsible for originating loans for the company's general account, agency, and bridge/high yield products in Washington, D.C., Virginia, and Maryland, and is located in Arlington, VA. Prior to relocating to Arlington, Shaw spent four years in PGIM REF's Los Angeles office where he originated loans in southern California and the southwest. He joined the company in 2013 from INVESCO where he worked on acquisitions from opportunistic to core across all property types in southern California, Arizona and Hawaii. Before INVESCO, he worked in acquisitions and asset management for Greenlaw Partners, from 2010 to 2012. Shaw also worked in various roles at brokerage and property management firms.

    Sharon Karaffa, Vice Chairman and Co-head, Production, Newmark Knight Frank