CREF22: Commercial/Multifamily Real Estate Finance Convention & Expo

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We can't wait to meet again at the largest commercial/multifamily industry event of the year. To see what we did last time we met in person at CREF2020 in San Diego, you can download the schedule here

Looking to meet our attendees where they are and create a home base for your company at CREF22? Meeting space may be available for rental in the Manchester Grand Hyatt. Learn more and submit a meeting space request. Alternatively, hospitality suites on a hotel guestroom floor may be available for reservation. Learn more and submit a suite request. Email Rosalyn Milliken if you have questions.

Note: Schedule subject to change.

 

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Sunday, February 13, 2022

Monday, February 14, 2022

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    Join your lender and intermediary peers to actively discuss investment sales and leverage on transactions that are getting done in office markets. Glean and share perspective across markets and market segments on how transactions are getting financed in today’s hottest sector. We will have industry sales leaders providing real time information on what investors are saying and paying.

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    FHA multifamily lending programs remain critical to the construction, rehabilitation, and refinancing of affordable and market rate workforce rental housing across the country. HUD lenders share perspectives on record breaking production and their plans to support the FHA lending community.

  • Breakout Session: Securitization Products Flying Off the Shelf


    Speaker(s)

    Stacy Ackermann, Partner, K&L Gates, LLP

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    Join market participants focused on securitized lending as they discuss the latest capital markets developments and trends. Industry experts share their thoughts on issues including the borrower experience as well as competitiveness across the sector.

    Speaker(s)

    Stacy Ackermann, Partner, K&L Gates, LLP

    Stacy G. Ackermann is a finance partner in the firm’s Charlotte office and is a practice area leader for the firm’s global finance practice. Her work includes the representation of servicers, lenders, investors, and other market participants in all aspects of various financial and credit market transactions. Stacy has extensive experience representing servicers of commercial mortgage-backed securities, including securitizations, the purchase and sale of servicing rights and loan workout and restructurings. She also regularly represents servicers and lenders in all other aspects of loan-level asset management, including loan assumptions, leasing matters and defeasances.

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    The healthcare and seniors housing business lines are confronting a demographic shift unlike anything seen by most of us in the industry. Demand projections for aging baby boomers are unprecedented. Join a panel of industry experts who will discuss the near-term outlook and how programs can finance the sector today and into the future.

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    Insurance executives responsible for CRE capital allocations discuss current issues and challenges they face with respect to their CRE investment programs, and share their thoughts on the outlook for the sector.

  • Breakout Session: What Comes Next? Industry Future Perspectives


    Speaker(s)

    Victor Calanog Ph.D., CRE, FRICS, Head of Commercial Real Estate Economics, Moody's Analytics | CRE

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    Economic growth ramped up following the lockdown, but with it came inflation and risk. Uncertainties around the post pandemic commercial real estate sector remain front and center. Join portfolio managers and lenders as they provide a 360° view of current industry dynamics and share how they are sustaining an adaptable strategy in the current climate.

    Speaker(s)

    Victor Calanog Ph.D., CRE, FRICS, Head of Commercial Real Estate Economics, Moody's Analytics | CRE

    Victor Calanog is the Head of Commercial Real Estate Economics at Moody’s Analytics. Prior to the acquisition he served as the Chief Economist and Senior Vice President at REIS. He plays key roles in the firm’s thought leadership, forecasting, analytics, and advisory services for the commercial real estate industry. He is a Fellow of the Royal Institute of Chartered Surveyors (FRICS), serves as Managing Editor for the CRE Finance Council, and is part of the Board of Directors of the Counselors of Real Estate ®.

  • Opening General Session: Innovative Leadership


    Speaker(s)

    Kristy W. Fercho, 2022 MBA Chair; Executive Vice President & Head of Home Lending, Wells Fargo Home Mortgage

    Bob Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

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    Today’s rapidly-evolving marketplace calls for creative problem-solving, innovative thinking, and inspiring leadership. Join us for a compelling discussion with a special guest speaker.

    Speaker(s)

    Kristy W. Fercho, 2022 MBA Chair; Executive Vice President & Head of Home Lending, Wells Fargo Home Mortgage

    Kristy Fercho is Chairman-Elect of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation'sleading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country. In her role, Fercho leads a team of more than 25,000 mortgage professionalsin sales, operations, servicing, capital markets, portfolio management, andrelated business, risk management, and supporting functions. Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources. Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society. Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition. Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    Bob Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

    Robert (Bob) Broeksmit is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management.  He has also served as a mortgage underwriting expert testifying on many large, high-profile cases. Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry.  As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.  Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years.  He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion.  He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store. Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors.  Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

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    Don’t miss dialogue and debate around the impact of emerging issues related to commercial real estate as the industry responds to the economic recovery phase of the pandemic. Topics include ESG impact on lending and how to measure the effect, and related policy developments.

  • General Session: Economic Outlook and CREF Market Forecast Release


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

    Jamie Woodwell, Vice President, Commercial and Multifamily Group, Research & Economics, Mortgage Bankers Association

    Reggie Booker, Associate Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

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    A CREF Convention favorite, get the latest information and insights about the
    economy and commercial and multifamily real estate finance (CREF) markets —
    including the release of MBA’s 2022 CREF forecast.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys and benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is a member of the Board of Directors of MISMO and the membership committee of MERS. Prior to joining MBA, Fratantoni worked in risk management and senior economist roles at Washington Mutual and Fannie Mae.  He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary, and has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities.

    Jamie Woodwell, Vice President, Commercial and Multifamily Group, 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 and related activities covering the commercial and multifamily real estate markets. Jamie and his work are regularly cited in the media, on Capitol Hill and in regulatory settings.  He is a regular speaker at industry and corporate events; has appeared on CNBC, Bloomberg and in other popular and trade press; and testified before the Congressional Oversight Panel for TARP.  Jamie initiated many of MBA's research activities, and created MBA's Peer Business Roundtables and the CREF Careers program. Jamie joined MBA in 2004 from Fannie Mae, where he was responsible for multifamily data initiatives.  He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.  Jamie is a member of the Urban Land Institute, the Counselors of Real Estate, the American Real Estate and Urban Economics Association and other professional and industry groups. Jamie 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.

    Reggie Booker, Associate Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

  • General Session: Moves, Shakers, and Policymakers


    Speaker(s)

    Lopa Kolluri, Principal Deputy Assistant, U.S. Department of Housing and Urban Development

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    MBA works closely with the agencies and institutions integral to the commercial and multifamily finance ecosystem. Leaders from those organizations discuss their priorities and the likely impact on communities and industry.

    Speaker(s)

    Lopa Kolluri, Principal Deputy Assistant, U.S. Department of Housing and Urban Development

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    Step away for a bit. Network with peers over cocktails before partaking in the evening’s festivities.

Tuesday, February 15, 2022

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    Growth in multifamily lending remains a constant in commercial real estate. Get a sense of Fannie Mae and Freddie Mac’s objectives for 2022 from GSE leadership, DUS, and Optigo Lenders.

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    Join your lender and intermediary peers to discuss investment sales and leverage on transactions that are getting done in retail markets. Glean and share perspective across markets and market segments on how transactions are getting financed in a sector that competes for most challenging headlines. Industry sales leaders providing real time information on what investors are saying and paying.

  • Breakout Session: Industry Roundtable: A Capital Source Conversation


    Speaker(s)

    Stephanie Wiggins, Head of Production, Agency Lending, PGIM Real Estate

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    The roundtable brings together diverse commercial real estate centric capital sources to discuss and debate their approach to the market. Whether you’re at an intermediary, insurance company, bank, debt fund, agency or CMBS lender, you won’t want to miss executives from each of these aspects of the capital markets share what helps them sleep or keeps them up at night.

    Speaker(s)

    Stephanie Wiggins, Head of Production, Agency Lending, PGIM Real Estate

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    Over the last two years, affordable housing has increasingly become a focal point of Washington, D.C. with the change in administration, the amplified calls for social justice reform and advancing racial equity, and as the unemployed or underemployed continue struggling to pay for housing as a result of the pandemic. This panel will cover a scan of the affordable multifamily housing environment, the trends of the affordable rental market, and the everchanging affordable housing political landscape.

  • Read more Read less

    Join your lender and intermediary peers to actively discuss investment sales and leverage on transactions that are getting done in office markets. Glean and share perspective across markets and market segments on how transactions are getting financed in today’s hottest sector. We will have industry sales leaders providing real time information on what investors are saying and paying.

  • Read more Read less

    Non-bank lenders, including debt funds and mortgage REITS, have continued to experience strong growth in origination volume and are
    comprising an ever-larger part of the commercial real estate finance market. Bank and non-bank market participants discuss how this sector is continuing to evolve and the properties, markets, and opportunities they are focused on.

  • General Session: Finding the Inspiration for Reinvention with Singer/Songwriter, John Ondrasik, Five for Fighting


    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five For Fighting, Lending Authorities, Inc.

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    Grammy-nominated, platinum-selling singer/songwriter John Ondrasik, better known by his stage name Five for Fighting, brings his personal journey as a musician and business owner to life in this engaging presentation that features music, storytelling, and inspiration. He explores the roles that work, family, and
    happiness play in our lives, and how they inspire creativity and innovation. He offers insight as someone who’s lived it and done it while sharing stories and playing some of his most famous songs — like “100 Years,” “Superman (It’s Not Easy),” “Chances,” “The Riddle,” “Freedom Never Cries,” and “What If.” As the vice president of Precision Wire Products, a third-generation family-owned business, he also has ready ties to real business challenges.

    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five For Fighting, Lending Authorities, Inc.

    Singer-songwriter John Ondrasik has spent the past decade writing deeply personal songs that include social messages, invoke the human spirit and make an emotional connection. With the past six albums by Five For Fighting, the hockey moniker stage name under which he performs, Ondrasik has seen multitudes of successes. Five For Fighting's breakthrough came in 2001 with the Grammy-nominated song “Superman,” and John’s performance at The Concert For New York. Ondrasik proceeded to become part of the American songbook with the iconic hit “100 Years,” "World," "The Riddle,” “Chances,” and “What If.” John’s music has been featured in over 350 films, TV shows, and advertisements ranging from The Blind Side to The Sopranos. In 2018 John was the musical voice for the CBS hit show Code Black. John has also been deeply involved in supporting our troops. From USO tours, supporting several Veteran oriented charities, and distributing over a million “CD for the Troops” to servicemen and their families around the world. “At the end of the day, it really is about doing your part, each one of us. In whatever area we can. What kind of world do you want?” Ondrasik is currently working on a Broadway musical, various television projects, and a new Five For Fighting album while giving keynotes across the country to corporations and various organizations.

  • mPower Lunch: Rita Moreno: A Legendary Life


    Speaker(s)

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

    Rita Moreno, Academy Award Winning Actress, Dancer and Singer, Presidential Medal of Freedom Recipient, MBA Conference Speakers

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    mPower Founder Marcia Davies will host a dynamic discussion on career
    development and advancement with Rita Moreno. Make new connections, get tips for professional success, and learn tactics to negotiate for more in work and life. Everyone is welcome to this special lunch event!

    Speaker(s)

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

    Marcia 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. Under her leadership, mPower has grown into an engaged community of more than 24,000, providing best-in-class conference and webinar programming, networking events, and online opportunities to stay engaged. Through mPower, more women are positioned to achieve leadership positions and are well represented in all segments of the industry. Marcia is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). She is also a member of Women in Housing Finance and the International Women's Leadership Association. Marcia received the silver Stevie Awards for Women in Business 2018 Maverick of the Year. She is also the recipient of Five Star's Laurie A. Maggiano Legacy award, a two-time Mortgage Women Magazine Women With Vision award winner, and a recipient of the NAWRB 2018 Industry Revolutionary Award, and the CIFS Diversity & Inclusion 2018 Trailblazer Award. In 2015, Marcia was honored by HousingWire as one of its 2015 Women of Influence.

    Rita Moreno, Academy Award Winning Actress, Dancer and Singer, Presidential Medal of Freedom Recipient, MBA Conference Speakers

    Rita Moreno, winner of all four of the most prestigious awards in show business — Oscar, a Tony, two Emmys, and a Grammy — will take the stage during our mPower Lunch to share stories from her legendary life and career. Moreno, whose career spans more than seven decades, has starred on Broadway and London’s West End, and appeared in more than 40 feature films and countless  television shows. You may have seen her recently in her co-starring role in the critically acclaimed Latinx reimagining of Norman Lear’s classic sitcom, One Day At A Time. Moreno also co-stars and
    is an Executive Producer of the Steven Spielberg remake of West Side Story.

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    Technology investments in CRE are substantial and growing. The various markets, property types, and market players provide vast opportunity sets for both technology companies and traditional CRE firms to make strategic investments and improve their operations. Industry executives share their perspective on what they’re doing and where the market is headed in terms of adoption and change

  • General Session: Views from the C-Suite


    Speaker(s)

    Mark Fogel, Chief Executive Officer & President, ACRES Capital

    Jeffrey Weidell, CMB, Chief Executive Officer, Northmarq

    Justin Wheeler, Chief Executive Officer, Berkadia

    Gary Otten, SVP, Managing Director & Head of Debt Strategies, MetLife Investment Management

    Michael Flood, Senior Vice President of Commercial/Multifamily Policy and Member Engagement, Mortgage Bankers Association

    Smriti Popenoe, CFA, President and Co-Chief Investment Officer, Dynex Capital, Inc.

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    Join MBA’s senior vice president of commercial/multifamily policy and member engagement, Mike Flood, as he interviews a panel of CEOs from across the industry. Get a glimpse into their strategic visions and top priorities to help you navigate today’s changing times and tomorrow’s opportunities.

    Speaker(s)

    Mark Fogel, Chief Executive Officer & President, ACRES Capital

    Mark Fogel has served as President, Chief Executive Officer and a director of the Company since its acquisition by ACRES Capital, LLC in July 2020. Mr. Fogel founded ACRES Capital, LLC, a subsidiary of ACRES Capital Corp. (collectively, “ACRES”), in 2012 and serves as its President and Chief Executive Officer. In his over 20 years of experience in financing transitional, middle-market commercial real estate assets, Mr. Fogel served in executive capacities at several prominent commercial real estate finance companies, and oversaw loan production, asset management, and special servicing for a diverse portfolio of investments, nationwide. Mr. Fogel is a frequent panelist at commercial real estate conferences and has lectured at universities on a wide array of topics, including capital markets, asset management, loan structuring, workouts and entrepreneurship.

    Jeffrey Weidell, CMB, Chief Executive Officer, Northmarq

    Jeffrey Weidell is CEO of NorthMarq, and previously president since 2013. He has been responsible for a number of the company’s initiatives, including an industry-leading associate producer program, the launch of the investment sales business, and expansion of the equity advisory business. Previously, Jeff was managing director of NorthMarq’s San Francisco office, and was an accomplished producer with Trowbridge, Kieselhorst & Company. Jeff holds a CMB designation. He serves on the MBA’s COMBOG and the Silicon Valley NAIOP Board. Jeff earned his BA in Economics from Columbia University and an MBA from the Stanford Graduate School of Business.

    Justin Wheeler, Chief Executive Officer, Berkadia

    Gary Otten, SVP, Managing Director & Head of Debt Strategies, MetLife Investment Management

    Michael Flood, Senior Vice President of Commercial/Multifamily Policy and Member Engagement, Mortgage Bankers Association

    Mike Flood is the Senior Vice President of Commercial/Multifamily Policy and Member Engagement at the Mortgage Bankers Association. In this role, he is responsible for leading public policy and member engagement across all commercial real estate finance sectors including mortgage banking companies, bank portfolio lenders, life insurance companies, multifamily-focused lending institutions, affordable housing lenders, commercial mortgage-backed securities issuers, and investment management firms. Prior to joining MBA, Flood worked at the CRE Finance Council (CREFC), where he was Deputy Executive Director and head of the Washington, D.C., office. Prior to that, he served as the organization's Vice President, Head of Government Relations and Vice President of Policy and Economic Research. He has also held senior roles at the Structured Finance Industry Group, Association for Advanced Life Underwriting, Fannie Mae, and KPMG. Flood holds a Master of Business Administration with a concentration in marketing and finance from Georgetown University, and a Bachelor of Arts in political science from the University of Illinois.

    Smriti Popenoe, CFA, President and Co-Chief Investment Officer, Dynex Capital, Inc.

Wednesday, February 16, 2022

  • Closing General Session: mPact Brunch and Learn (Closed to Media)


    Speaker(s)

    Jacky Salazar, Associate Director, Mortgage Bankers Association

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    End your CREF22 experience with our panel of experts sharing their managerial perspectives on navigating competing priorities and building team leaders.

    Speaker(s)

    Jacky Salazar, Associate Director, Mortgage Bankers Association

    Jacky Salazar has responsibility for member engagement and conference program developing for MBA’s annual Commercial/Multifamily Servicing and Technology Conference, and serves as representative for mPact, MBA’s young professional network, leading both the commercial and residential platforms. She brings over 14 years of experience in commercial real estate. Before joining MBA, she worked at Fannie Mae as a Servicer Relationship Manager responsible for asset management compliance testing and relationship management. Prior to that, she spent three years at New Point Real Estate Capital in leadership roles within the compliance and surveillance functions. Jacky started her career at PGIM serving as an Audit Coordinator for seven years.