Schedule

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

  • Opening General Session with CCMS Designations: The Developmental History of L.A. LIVE

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Joe Lovell, Senior Vice President and Chief Operating Officer, Grandbridge Real Estate Capital

    Brian F. Stoffers, CMB, 2019 MBA Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    Todd Goldstein, Chief Revenue Officer, AEG

    Clare C. Dooley, CCMS, 2019 CCMS Committee Chair, and Senior Vice President, Berkadia Commercial Mortgage

    C. Kent Jurgensen, CCMS, 2019 CCMS Education Committee Chair, Director - CMS Asset Management, Principal Real Estate Investors

    General Session

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    CMST19 kicks-off with a history of the development of L.A. LIVE and the Staples Center, famous for revitalizing downtown Los Angeles. Learn how the revitalization got started, what it took to make it happen, and the vision for the future from the chief revenue officer of AEG, the management company responsible for operating the JW Marriott, Ritz-Carlton, and premium seating activities at L.A. LIVE.

    Speaker(s)

    Joe Lovell, Senior Vice President and Chief Operating Officer, Grandbridge Real Estate Capital

    Joseph Lovell (“Joe”), Senior Vice President and Chief Operating Officer, joined Grandbridge Real Estate Capital in 1994. In his role, Joe is responsible for the overall direction and management of a staff of 100+ associates that oversee the asset management, operations, business systems/IT, third party loan closing and corporate initiatives for Grandbridge and its subsidiary BB&T Real Estate Funding.

    As an original associate of Grandbridge, Joe spent the first part of his 24+ year career establishing investor reporting processes and systems as well as the company's internal information management system, personally building and developing many of the databases that are still in active deployment today. In 2004, he was promoted to the role of Head of Loan Servicing, overseeing the growth of the portfolio from 1,500 loans with a UPB of $6 billion to 4,000 loans with a UPB of more than $29 billion for all major lender types including insurance companies, CMBS, FHA/HUD/Ginnie Mae, Fannie Mae and Freddie Mac, as well as for Grandbridge’s own proprietary products marketed under BB&T Real Estate Funding. He was promoted to Chief Operating Officer in 2018 taking on additional corporate duties in addition to his existing servicing responsibilities.

    Joe received his Bachelor of Science degree in Architectural Design from Clemson University and his MBA from the University of South Carolina. He is active in the MBA currently serving as the Chair of the Servicer Council as well as the Chair of the Servicing and Technology Conference Planning Committee and is a member of the Grandbridge's Board of Managers, the Grandbridge Risk Committee and the company's Senior Leadership Team.

    Brian F. Stoffers, CMB, 2019 MBA Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    Brian Stoffers is Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm. Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, savings and loans, Freddie Mac, Fannie Mae, FHA and Wall Street sources.   Prior to the CB Richard Ellis acquisition of L.J. Melody in 1996, Brian served as senior vice president and Southwest Regional Manager for CB Commercial's mortgage banking division. He began his career with Coldwell Banker Commercial in 1981 and became a senior real estate finance officer in the firm's La Jolla, California, office. An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization.  He currently serves on MBA's Executive Committee as well as the Chairman of the Audit Committee.  Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.  He is the 2019 Chairman of MBA’s Diversity and Inclusion Committee.

    Todd Goldstein, Chief Revenue Officer, AEG

    With more than 20 years’ experience in the sports and entertainment industry, Todd Goldstein serves as the Chief Revenue Officer for AEG.  In this capacity, he is responsible for the company’s global business development, marketing and sales functions, and oversees all its revenue generating operations which include AEG’s Global Partnerships division, its premium seating activities and LA LIVE. 

    Under Goldstein’s leadership, AEG’s Global Partnerships division has grown its brand partner roster to over 1,000 companies, including such Fortune 500 brands as American Express, Anheuser-Busch, Coca-Cola, Mercedes-Benz, Sky, Netflix, Microsoft, O2, T-Mobile, Toshiba, and Toyota among others.  The division, which represents AEG’s portfolio of facilities, sports, music, entertainment districts and real estate assets across five continents, delivers partners the largest sports and live music marketing network in the world.  With the ability to activate and engage customers at over 10,000 events annually, the AEG Global Partnerships division generates more than $550 million in revenues annually and was named “Best In Property Consulting, Sales and Client Services” for both 2017 and 2018 by the renowned industry trade publication, Sports Business Journal. 

    As AEG’s Chief Revenue Officer, Goldstein also oversees AEG’s ownership agreement for the 1001-room JW Marriott and The Ritz-Carlton hotels at L.A. LIVE, as well as the 224-unit Ritz-Carlton Residences at L.A. LIVE.

    Since joining AEG in 2001, Goldstein has been instrumental in developing and executing the company’s global sales strategies including its premium seating activities and its sponsorship and naming rights agreements.  Under his direction, the company has secured comprehensive naming rights deals for Las Vegas’ T-Mobile Arena, Kansas City’s Sprint Center, San Diego’s Valley View Casino Center, Carson California’s StubHub Center and L.A. LIVE’s Microsoft Theater, among others. 

    On the international front, Goldstein was directly involved with securing naming rights relationships for such properties as AccorHotels Arena in Paris, the Ericsson Globe in Stockholm and the Mercedes-Benz Arenas in Shanghai and Berlin, as well as the Mercedes Platz entertainment district in Berlin.

    Since the opening of LA LIVE in 2008, Goldstein has developed several stand-alone events that take place at the entertainment district, including the annual Nike 3ON3 Basketball Tournament and the All-Star Chef Classic. Additionally, he was involved with the creation of the GRAMMY Museum and the establishment of ESPN’s west coast broadcast headquarters at LA LIVE.

    Prior to joining AEG, Goldstein served as Vice President of Marketing and Director of Sales for Ascent Sports and Ascent Arena Company in Denver.  While there, he helped lead the production of the initial collateral materials for the Pepsi Center.  He also oversaw a division that was responsible for initiating and completing all sponsorship, suite-and club-seat sales and the naming rights agreement for the arena.

    Goldstein holds an MBA from the University of Colorado at Denver and received a Bachelor of Arts in Communications from the University of Colorado at Boulder.  In 2009, 2010 and 2011, he received Sports Business Journal’s “Forty Under 40” award, being named as one of industry’s most influential sports executives under the age of 40.  Upon receiving the third award, he was inducted into the Sports Business Journal’s Forty Under 40 Hall of Fame.

    Goldstein is involved with and serves on a number of local and national boards including The GRAMMY Museum.  He previously served as a Board member for 2015 Special Olympics World Games and is being honored by the Special Olympics of Southern California at their Pier del Sol event in October 2018.   He lives in Los Angeles with his wife and their three children.

    Clare C. Dooley, CCMS, 2019 CCMS Committee Chair, and Senior Vice President, Berkadia Commercial Mortgage

    C. Kent Jurgensen, CCMS, 2019 CCMS Education Committee Chair, Director - CMS Asset Management, Principal Real Estate Investors

    Kent Jurgensen is Director-CMS Asset Management, Commercial Mortgage Servicing for Principal Real Estate Investors, LLC, the dedicated real estate unit of Principal Global Investors, LLC. He provides technical consultation and team leadership for the Portfolio/3rd party Servicing Asset Management Team.  Kent joined the firm in 1988 and his previous experience includes closing commercial real estate loan transactions and leading a team of professionals who specialized in closing construction, hotel, CMBS and balance sheet lender loan transactions.  Kent has a Bachelor of Arts degree from Grand View University and earned the Commercial Certified Mortgage Servicer (CCMS) designation from the Mortgage Bankers Association in 2013. 

  • General Session: Cyber Security: From the Inside Looking Out

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Troy Smekens, IT Developer, Bellwether Enterprise Real Estate Capital, LLC

    Thomas A. Dryden, Chief Information Security Officer, Berkadia

    Amy Frazey, CPA, Assistant Vice President, Investment Administration, StanCorp Mortgage Investors, LLC

    Joni Brown-Haas, President, PGIM Real Estate Finance

    Christopher P. Fielder, Director, Digital & Technology, CBRE Loan Services, Inc.

    General Session

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    In a world where cyber threats are both present and evolving, industry experts share their thoughts on how your organization can provide the best internal defense against cyber intrusions with the potential to have catastrophic consequences. Experts focus on real life intrusion experiences, mitigation techniques, as well as employee training directed at threat identification. Proactive prevention is key when it comes to hedging against security breaches, and this panel provides tools for predicting the most common types of threats and managing your cyber security environment via internal processes and procedures.

    Speaker(s)

    Troy Smekens, IT Developer, Bellwether Enterprise Real Estate Capital, LLC

    Thomas A. Dryden, Chief Information Security Officer, Berkadia

    Thomas Dryden is the Chief Information Security Officer for Berkadia, where he is responsible for maintaining the security, privacy, and integrity of Berkadia’s technology assets. In his more than 15 years of tenure with Berkadia and its predecessor companies, including Capmark Finance and GMAC Commercial Mortgage, Mr. Dryden has held numerous technology leadership positions where he advised on risk, compliance, cybersecurity, and managing cloud migrations. Mr. Dryden is a member of the Information Systems Audit and Control Association, the Scrum Alliance, and the Mortgage Bankers Association CRE Technology Leadership Roundtable. He attended Pennsylvania State University and has been recognized as a Certified Information Security Manager (CISM) by ISACA.

    Amy Frazey, CPA, Assistant Vice President, Investment Administration, StanCorp Mortgage Investors, LLC

    Amy Frazey began her involvement in the commercial real estate finance industry in October 2004 as the Assistant Vice President, Investment Administration for StanCorp Mortgage Investors, LLC (SMI), a subsidiary of StanCorp Financial Group, Inc. the holding company of Standard Insurance Company (SIC). In her current role she leads the reporting, accounting, servicing and operations associated with their commercial real estate portfolio which is in excess of $10.9 billion and 6,000 loans.

    Prior to joining SMI, she spent four years as the Treasury and Financial Services Manager at SIC and six years in public accounting with PricewaterhouseCoopers, LLP. Amy served on the COMBOG Servicer Council as Chair and Vice Chair between 2016-2018.  She was also on the board of the Oregon Mortgage Bankers Association from 2008 to 2015. Amy earned a B.S. in Business - Accounting from Montana State University and became an Oregon State CPA while at PricewaterhouseCoopers, LLP.

    Joni Brown-Haas, President, PGIM Real Estate Finance

    Joni Brown-Haas is President of Prudential Asset Resources, the asset management and servicing group of PGIM Real Estate Finance.  She leads a team of 125+ professionals responsible for all servicing and asset management operations related to PGIM Real Estate Finance’s loan servicing portfolio across multiple capital sources valued at $98.2 billion as of March 31, 2019. Assets under management include Fannie Mae, Freddie Mac, FHA, Ag, international and the company’s general account.

    Joni joined Prudential Asset Resources in 2005 and has served in various capacities. In her prior role as COO, Joni partnered closely with the senior management team to manage strategic planning and decision making, oversee the daily operational activities, disseminate internal communications, set goals for performance and growth, and promote company culture and vision.

    In addition to Joni’s role as COO, she was responsible for the management and oversight of the Servicing, Administrative Operations and Business Support Services teams. She was charged with the implementation of all servicing functions associated with PGIM’s commercial loan portfolio.  Joni has more than 30 years of experience in the residential and commercial mortgage service industries. She has held senior positions with ORIX Capital Markets LLC, First Horizon Home Loan Corporation, Citicorp and Fleet Mortgage Group.

    Over the course of her career, Joni has been involved in leadership and development training.  Joni is a member of the Mortgage Bankers Association (MBA), and serves on the Commercial Certified Mortgage Servicer (CCMS) Qualifications Committee and is vice-chairman of the Servicer Council.

    Christopher P. Fielder, Director, Digital & Technology, CBRE Loan Services, Inc.

    Chris has been in the mortgage loan servicing industry since 1987.  Over the years, he has managed various departments including Investor Reporting, Escrow Administration, Cash Administration, Asset Management, Compliance, Information Technology and Business Analytics.  In his current role, Chris’ primary responsibilities include over-site of the following areas:  New Loan Setup, Conversions, Billing, ARM’s, Cash Administration, Investor Reporting, Escrow Administration, Document Management, iSeries application development, SQL application development, and IT Security.  Chris leads the strategic and planning phases of our IT team, including hardware and software requirements, procurement, testing and implementation.  Chris also plays a vital role in all Operations and IT Compliance reviews, including USAP, SSAE 18, Corporate IT Security reviews, SCABBA (Source Code Assisted Black Box Assessment) reviews, and IT Certification requirements.  Chris takes on a lead role in CBRE Loan Services Business Continuity Plan and Disaster Recovery implementation and testing.  Chris is a graduate of Control Data Institute with an educational emphasis in Computer Technology.

  • General Session: The Economic and Commercial Real Estate Market Outlook

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Jamie Woodwell, Vice President, CRE Research & Economics, Mortgage Bankers Association

    Steven R. Johnson, Managing Director of Commercial Mortgage Servicing, Principal Real Estate Investors

    General Session

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    E-commerce, last-mile industrial, apartment construction, flexible workspace, the Federal Reserve, property valuations, new capital sources, loan performance.  There is $3.3 trillion of commercial mortgage debt outstanding in the United States, and as that figure continues to grow, so do the topics driving changes to commercial real estate.  MBA’s Vice President of Research & Economics, Jamie Woodwell, discusses the latest on the economy and the CRE marketplace, with a special focus on issues of importance to commercial and multifamily mortgage servicers.  This session provides a forecast you can't afford to miss, and helps you  understand where the markets are and where they are heading.

    Speaker(s)

    Jamie Woodwell, Vice President, CRE Research & Economics, Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

    Steven R. Johnson, Managing Director of Commercial Mortgage Servicing, Principal Real Estate Investors

    Steve Johnson is the Managing Director of Commercial Mortgage Servicing with Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. He is responsible for managing the servicing activities for Principal’s $22.0 billion servicing portfolio composed primarily of CMBS and portfolio loans. This responsibility includes establishing the strategic direction for servicing, providing relationship management to clients, overseeing risk management of the servicing operations, pricing of new business and managing profitability. Prior to joining Principal in 2004, Steve was the Director of Portfolio Management for Wachovia Securities in Charlotte, North Carolina. Prior to joining Wachovia in 1993, Steve worked for Deloitte & Touche in Charlotte, North Carolina. Steve received a Bachelor's Degree in Accounting from Virginia Tech and is a Certified Public Accountant on inactive status.  Steve served as the chairperson for the MBA Commercial/Multifamily Servicer Council for 2014 and 2015.

Thursday, May 16, 2019

  • General Session: The True Competitive Advantage

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Dan Silvert, President, Velocity Advisory Group

    Michael Heagerty, CCMS, Principal, Newmark Realty Capital, Inc

    Brian Hanson, 2019 Vice Chair, MBA Servicer Council and Managing Director, CW Capital Asset Management LLC

    General Session

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    What if you had an intelligent frameworks for working with your colleagues? What if this understanding not only demystified why people say and do the things they do, but also revealed how your team can maximize its potential?  Such a framework exists through a simple four-style model of behavior associated with bird personality types: Eagles, Parrots, Doves and Owls. This fun and inspirational presentation helps you to identify your own personality style, as well as those of your co-workers and clients, to improve communication in the workplace. 

    Speaker(s)

    Dan Silvert, President, Velocity Advisory Group

    Dan Silvert is a behavioral expert,  keynote speaker and executive coach.  As President of Velocity Advisory Group, ranked 548 by the Inc. 5000 list of fastest growing companies in America, Daniel has guided organizations through cultural transformations, building greater accountability into workplace culture, and leading change.

    Dan is the co-author of Taking Flight!, published in 9 languages. His latest book, The True Competitive Advantage, was released in January, 2018.

    Dan’s Revealing Your Hidden Genius keynote at the NHIA Annual conference received the highest attendee satisfaction score in 10 years with a value rating of 97%.

    Dan’s clients have included: Aflac Insurance,  Biogen, Brinker Capital, Cushman & Wakefield, Crump Insurance, Genentech, Johnson & Johnson, Kolmar,  Situs, W.L.Gore, and Zara.

    Dan speaks at business, higher education, and industry associations including: Inbound 2018, The Harvard Business School Alumni Group, The Tri-State Human Resources Association, The Project Management Institute, ChemPharma, The Entrepreneurs Forum, Fordham University, The Greater Philadelphia Senior Executive Group, and the Financial Executive Networking Group.

    Dan graduated from the University of Maryland. He and his wife Cindy live in Cherry Hill, NJ with their two children.

    Michael Heagerty, CCMS, Principal, Newmark Realty Capital, Inc

    Michael Heagerty is a Principal and Chief Financial Officer for Newmark Realty Capital, Inc. His areas of responsibility include the financial performance, management, and direction of each of the company’s business lines. Michael has managed the expansion of Newmark’s platform on the west coast including operational, recruiting, and technology initiatives that strive to improve the company’s loan production and servicing capabilities. Since forming Newmark’s Loan Servicing Department in 1994, the department has grown to be one of the top commercial loan servicers in the country with a portfolio representing over $11 billion in loans.

    Michael’s 20 years of experience in commercial mortgage banking and lending provides insight from the perspective of both the institution and the correspondent. Prior to joining Newmark, Michael began his real estate career in San Francisco commercial mortgage banking and later lending in Los Angeles with a regional bank. Michael holds a Bachelor of Arts Degree from the University of California, Berkeley and an MBA from San Francisco State University. He has a CCMS designation from the Mortgage Bankers Association (MBA) and a California real estate salesperson license. He is former Chairman of the Servicing Council and currently Chairman of the Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG) for the MBA.

    Brian Hanson, 2019 Vice Chair, MBA Servicer Council and Managing Director, CW Capital Asset Management LLC

    Brian Hanson joined CWCapital in February 2006. His responsibilities are focused on maximizing strategic relationships with clients and business partners of the firm and its affiliates RealINSIGHT and RealINSIGHT Marketplace as well as industry constituents. From 1996 to 2003, before joining CWCapital, Mr. Hanson managed the primary and special servicing and asset management functions for CRIIMI MAE’s $19 billion commercial mortgage portfolio. Prior to CRIIMI, Mr. Hanson served as Chief Operating Officer and Portfolio Director for JCF Partners in Lanham, MD, overseeing their $1 billion real estate portfolio. Prior to joining JCF in 1991, Mr. Hanson was Vice President of secondary marketing and syndications for a financial institution and its wholly-owned mortgage banking subsidiary. 

    Mr. Hanson has lectured at various universities, including Harvard, Columbia, NYU, Wharton, Maryland and Johns Hopkins, and has had speaking engagements for the Mortgage Bankers Association, Commercial Real Estate Finance Council (CREFC), Fitch Ratings, Standard & Poor’s, the Appraisal Institute and various other trade associations. Mr. Hanson holds a B.A. in mathematics from Washington and Lee University.

  • General Session: Digital Transformation in Commercial/Multifamily Servicing

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Steve Robertson, Partner, PwC

    Joni Brown-Haas, President, PGIM Real Estate Finance

    General Session

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    What exactly does digital transformation mean and how does it apply to commercial mortgage servicing? Our afternoon general session focuses on digital transformation opportunities and important considerations as you embark on, or continue, your digital transformation journey. Learn how successfully integrating business operations, customer and employee experience and technology can help digitally transform your commercial/multifamily mortgage servicing business. 

    Speaker(s)

    Steve Robertson, Partner, PwC

    Steve is a Principal in PwC’s Consumer Finance Group (CFG). Steve provides mortgage audit support and risk management advisory services to various consumer finance and bank affiliated mortgage companies and government agencies including large prime, sub-prime, and home equity originators and servicers. He supports some of PwC’s largest Financial Services audit clients by auditing model-based critical accounting estimates. Steve has extensive mortgage Capital Markets engagement experience ranging from developing valuation and risk management policies, procedures, and reporting packages to supporting Internal Audit with audits of hedge strategy and risk management controls.

    Steve has led multiple mortgage servicing and MBS trust compliance oversight engagements, including a Federal Reserve Board Consent Order Independent Foreclosure Review, an OCC Consent Order mortgage servicing lookback review, and a GSE MBS trust compliance oversight program design project.

    Steve earned a BBA in Accounting and Finance from the University of Wisconsin, a MBA in Finance from the University of Maryland, and a MS in Operations Research from the University of Maryland.

    Joni Brown-Haas, President, PGIM Real Estate Finance

    Joni Brown-Haas is President of Prudential Asset Resources, the asset management and servicing group of PGIM Real Estate Finance.  She leads a team of 125+ professionals responsible for all servicing and asset management operations related to PGIM Real Estate Finance’s loan servicing portfolio across multiple capital sources valued at $98.2 billion as of March 31, 2019. Assets under management include Fannie Mae, Freddie Mac, FHA, Ag, international and the company’s general account.

    Joni joined Prudential Asset Resources in 2005 and has served in various capacities. In her prior role as COO, Joni partnered closely with the senior management team to manage strategic planning and decision making, oversee the daily operational activities, disseminate internal communications, set goals for performance and growth, and promote company culture and vision.

    In addition to Joni’s role as COO, she was responsible for the management and oversight of the Servicing, Administrative Operations and Business Support Services teams. She was charged with the implementation of all servicing functions associated with PGIM’s commercial loan portfolio.  Joni has more than 30 years of experience in the residential and commercial mortgage service industries. She has held senior positions with ORIX Capital Markets LLC, First Horizon Home Loan Corporation, Citicorp and Fleet Mortgage Group.

    Over the course of her career, Joni has been involved in leadership and development training.  Joni is a member of the Mortgage Bankers Association (MBA), and serves on the Commercial Certified Mortgage Servicer (CCMS) Qualifications Committee and is vice-chairman of the Servicer Council.

Friday, May 17, 2019

  • Closing General Session: The Leadership Forum (Closed to Media)

    Location: Diamond Ballroom 4,
    Third Floor


    Speaker(s)

    Joe Lovell, Senior Vice President and Chief Operating Officer, Grandbridge Real Estate Capital

    Sean D. Reilly, Managing Director, Wells Fargo Bank, N.A.

    Laura J. Smith, Managing Director, Servicing, Newmark Knight Frank

    Brett Adams, Senior Vice President, Berkadia

    DeAnne Reed, AVP, Servicing Operations, Pacific Life Insurance Company

    Paul J. Edgar, Senior Investment Professional, Nationwide Life Insurance Company

    Nicole Malaske, AVP, Commercial Insurance Senior Manager, NorthMarq

    General Session

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    Our popular Leadership Forum is back! Top servicers offer opinions regarding the future of the industry, the vision for individual companies, relationship management, technological efficiency and tips on career management and how to get ahead.. Get a business and technology perspective on the status of the industry; trends and opportunities; the impact of regulation; and leadership styles and talent development. Bring your questions and join us for this informative session.

    Speaker(s)

    Joe Lovell, Senior Vice President and Chief Operating Officer, Grandbridge Real Estate Capital

    Joseph Lovell (“Joe”), Senior Vice President and Chief Operating Officer, joined Grandbridge Real Estate Capital in 1994. In his role, Joe is responsible for the overall direction and management of a staff of 100+ associates that oversee the asset management, operations, business systems/IT, third party loan closing and corporate initiatives for Grandbridge and its subsidiary BB&T Real Estate Funding.

    As an original associate of Grandbridge, Joe spent the first part of his 24+ year career establishing investor reporting processes and systems as well as the company's internal information management system, personally building and developing many of the databases that are still in active deployment today. In 2004, he was promoted to the role of Head of Loan Servicing, overseeing the growth of the portfolio from 1,500 loans with a UPB of $6 billion to 4,000 loans with a UPB of more than $29 billion for all major lender types including insurance companies, CMBS, FHA/HUD/Ginnie Mae, Fannie Mae and Freddie Mac, as well as for Grandbridge’s own proprietary products marketed under BB&T Real Estate Funding. He was promoted to Chief Operating Officer in 2018 taking on additional corporate duties in addition to his existing servicing responsibilities.

    Joe received his Bachelor of Science degree in Architectural Design from Clemson University and his MBA from the University of South Carolina. He is active in the MBA currently serving as the Chair of the Servicer Council as well as the Chair of the Servicing and Technology Conference Planning Committee and is a member of the Grandbridge's Board of Managers, the Grandbridge Risk Committee and the company's Senior Leadership Team.

    Sean D. Reilly, Managing Director, Wells Fargo Bank, N.A.

    Sean Reilly is a Managing Director at Wells Fargo Bank, N.A.  He has 30 years in the financial services industry including 25 years in commercial real estate and CMBS.  He is currently managing various loan servicing operations for the Wells Fargo CMS portfolio.  Prior to Wells Fargo, he was a Managing Director at Bank of America Merrill Lynch from 2003 to 2011 responsible for commercial mortgage primary and master servicing including all operations for loan servicing, reporting, accounting, technology, project management and business process improvement.  From 1994 to 2003, he was Senior Vice President of Loan Servicing Operations at CapMark Services for a $110 billion commercial loan portfolio.  Prior to 1994, he managed operations for residential mortgage backed securities and was a senior auditor for Arthur Andersen & Company.  He has a Bachelor’s Degree from the University of Tennessee in Knoxville with a major in Accounting.

    Laura J. Smith, Managing Director, Servicing, Newmark Knight Frank

    Laura Smith is a Managing Director at Newmark Knight Frank and is responsible for managing several of the operations teams within the Servicing Group. In this capacity, Laura manages the insurance, escrows, taxes, new loan boarding and various other functions for a $60B portfolio encompassing 3,600 loans in 49 states. She has over 21 years of industry experience as well as over 26 years of experience in the insurance and servicing industry including residential servicing, insurance brokerage, and marketing experience. Laura has experience in many different portfolio types including CMBS, GSE, Private Investors, Private Label, Life Company, and Community Loans. She also has experience in successfully implementing and managing outsourced and off shore platforms in Ireland, Manilla, and Hyderabad. Laura holds a B.S. in Marketing from Penn State University, Masters of Education from Arcadia University, and an MBA from LaSalle University. Laura is also the Co-Chair of the MBA Insurance Stakeholders Roundtable and is an active participant in various insurance industry regulatory discussions and various industry panels. Laura is a Licensed Life, Accident & Health and Property & Casualty Agent.

    Brett Adams, Senior Vice President, Berkadia

    Mr. Brett Adams, a Senior Vice President of Berkadia Commercial Mortgage, manages Berkadia’s Life Company Servicing Operations including client relations, asset management, and closing for a $16.7 billion servicing portfolio. Additionally, he is responsible for oversight of Berkadia’s various servicing technology initiatives. Mr. Adams joined Berkadia and its predecessor company in 2006 and has 16 years of experience in real estate.  Prior to joining Berkadia he worked in residential real estate lending with companies in both California and Arizona.  Mr. Adams graduated with a BA in US History from California Polytechnic University, Pomona.

    DeAnne Reed, AVP, 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 overseas 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.  Ms. Reed graduated Cum Laude with a B.A. degree in organizational leadership from Chapman University.

    Paul J. Edgar, Senior Investment Professional, Nationwide Life Insurance Company

    Paul Edgar is a Senior Investment Professional leading the day to day loan servicing operations of Nationwide’s commercial mortgage loan portfolio. Since 2009, Paul has been primarily responsible for evaluating and managing the relationships with Nationwide’s correspondent servicers, the approval of borrower requests for consent, monitoring loan follow up items and collateral enhancements, enforcing the loan document covenants, quoting & coordinating loan payoffs and working across functional areas to update the internal view of the loans and properties in Nationwide’s portfolio. Prior to his current role, Paul has held positions with Nationwide Investments from commercial loan underwriting and acquisition, to the management and operations of Nationwide Investment’s Structured Real Estate securitization platform as well as a rotation to lead Nationwide Investment’s Project Prioritization efforts. He began his career at Nationwide over 20 years ago as an intern while attending Miami University, where he received a Bachelor of Science in Finance.

    Nicole Malaske, AVP, Commercial Insurance Senior Manager, NorthMarq

    Nicole Malaske, Assistant Vice President - Senior Commercial Insurance Manager, joined the Insurance team at NorthMarq Capital in 2007.  She has been in her current role since 2018, overseeing a team that consists of two Insurance Managers and their respective teams, Insurance Risk Managers, several Insurance Analysts and the Insurance Coordinator who collectively manage insurance compliance for Agency and Life Insurance Company portfolios.  Nicole was recently appointed as one of the co-chairs of the MBA Insurance Stakeholders group starting in the Fall of 2019.  She was also a recent co-Advisor for NorthMarq’s Servicing Council that provided her with an opportunity to coach and mentor employees on their leadership development.