Schedule

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Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Wednesday, May 15, 2019

  • Loan Management and Surveillance

    Location: Diamond Ballroom 5,
    Third Floor


    Speaker(s)

    Adam Fox, Senior Director, Fitch Ratings

    Amr Fawzi, Director, Credit Risk Management, Fannie Mae

    Brian J. Shoch, CCMS, Senior Vice President, Berkadia

    Glenn Gilbert, Director, Wells Fargo Bank, N.A.

    Charles Scott, Director, Surveillance, PGIM Real Estate Finance

    Breakout Session

    Asset managers receive an abundance of data and information regarding the loans serviced, and need to execute a variety of tasks - from compiling and coordinating the data to form a full picture of the asset and its performance, to evaluating the data from various sources, to providing a feedback loop when provisions seem to punish the performing borrower.  Hear from asset managers as they discuss practices that allow them to maintain flexibility while ensuring that pertinent information doesn’t fall through the cracks.

    Speaker(s)

    Adam Fox, Senior Director, Fitch Ratings

    Adam Fox is a senior director in Fitch Ratings’ U.S. CMBS group. His primary areas of expertise are commercial mortgage servicing and U.S. CMBS. Adam is currently responsible for Fitch’s North American commercial mortgage servicing group and leads a team of three analysts covering approximately 45 commercial mortgage servicers. In addition, he maintains an active role in new issuance and surveillance CMBS rating reviews as well as European servicer evaluations.

    Prior to his current position, Adam led a team of five associates who perform CMBS surveillance and authored a variety of research and criteria reports.

    Adam was previously director of data management at CRIIMI MAE where he spent seven years. During his tenure at CRIIMI MAE, he worked with the investor reporting, master/primary and special servicing groups before moving to information technology where he was responsible for the development of servicing and reporting software as well as data management for the company.

    Adam earned his BBA in finance and international business from Marymount University. He is also an active member of the Commercial Real Estate Finance Council and Mortgage Bankers Association.

    Amr Fawzi, Director, Credit Risk Management, Fannie Mae

    Amr Fawzi is a Director of Credit Risk Management at Fannie Mae, responsible for Partner and Portfolio Surveillance within the Asset Management area for the performing loan portion of the Multifamily book of business. Amr has been at Fannie Mae for 15 years, where he has held multiple positions. Prior to that, Amr has over 20 years of experience in Multifamily and Single Family Servicing and Asset Management as well as Equity Asset Management.  Amr’s background includes experience at Lazard Asset Management, the National Cooperative Bank and EFG-Hermes.

    Brian J. Shoch, CCMS, Senior Vice President, Berkadia

    Brian Shoch holds the position of senior vice president and managing director within the Services division at Berkadia Commercial Mortgage LLC.  As a member of the Senior Management team, Mr. Shoch’s primary responsibilities include leadership and oversight of Client Relations, Special Servicing and Asset Management and the Borrower Consents teams across the United States and India.  Mr. Shoch focuses on Berkadia’s Agency, CMBS, Proprietary and Fee for Service relationships which comprise its $240 billion servicing portfolio. Mr. Shoch serves as Berkadia’s Chief Asset Manager for Fannie Mae and is a member of Freddie Mac’s Servicing Advisory Council.

    Mr. Shoch has thirty years of mortgage servicing experience, the last twenty-five of which have been focused on commercial real estate. Mr. Shoch previously held various staff and management positions across Berkadia and predecessor company’s servicing platform. Mr. Shoch attended Thomas Edison State College with a focus on Business Management. As an active member of both the Mortgage Banker Association and CREFC, Mr. Shoch has participated and/or chaired numerous committees and task forces.   Additionally, Mr. Shoch achieved the MBA’s CCMS designation in May of 2017. 

    Glenn Gilbert, Director, Wells Fargo Bank, N.A.

    Glenn Gilbert is a Director and Team Lead in the GSE Select Client Asset Administration group within Wells Fargo Commercial Mortgage Servicing (CMS). Mr. Gilbert has been with the bank for 24 years and is based in Charlotte, North Carolina.  This group manages high exposure multifamily relationships financed through various Fannie Mae and Freddie Mac loan programs for the bank. Prior Wells experience includes CMBS Asset Management of all asset classes and large Single Asset Single Borrower securitization portfolio management.  In addition Mr. Gilbert managed Audit and Compliance teams within the CMS and legacy Wachovia and First Union platforms. Prior to joining Wells Fargo, Mr. Gilbert spent 5 years at the Bear Stearns Mortgage Capital Corporation in the Residential MBS Master Servicing group. Mr. Gilbert graduated from the University of Maryland and is co-chairing the Mortgage Bankers Association Commercial Asset Management Round Table forum

    Charles Scott, Director, Surveillance, PGIM Real Estate Finance

    Charles has over 18 years of experience in both commercial mortgage servicing and origination.  He joined Prudential Asset Resources in 2010 and currently serves as a Director in the Asset Management group.  His team is focused on the collateral performance of PGIM Real Estate Finance’s $95B commercial real estate portfolio (domestic and international assets).  Responsibilities include the oversight/management of financial statement analysis, inspections, deferred maintenance, watchlist management, loan covenant monitoring, portfolio valuation and quality ratings. 

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