CREF21: Lending, Investing, Servicing and Technology Convention & Expo

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Wednesday, February 3, 2021

  • Opening General Session featuring Admiral William H. McRaven, USN (Ret.)


    Speaker(s)

    Susan Stewart, 2021 MBA Chairman and Chief Executive Officer, SWBC Mortgage

    Admiral William McRaven, USN, (Ret.), Retired Navy Four-Star Admiral, Commander of U.S. Special Operations (2011-2014), Policy Advisor and Member, Council on Foreign Relations

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    A retired Navy Four-Star Admiral, William H. McRaven is best known for changing the world when he commanded the daring operation that brought down Osama bin Laden. Admiral McRaven’s long and impressive Naval career included combat during Desert Storm and both the Iraq and Afghanistan wars. He also commanded the troops that captured Saddam Hussein and rescued Captain Phillips. Drawing on his distinguished 37 years of service as a Navy SEAL, and is work on two books, “ Make Your Bed: Little Things That Can Change Your Life ... and Maybe the World,” as well as the New York Times best-seller “Sea Stories: My Life in Special Operations,” Admiral McRaven shares his own unique style of leadership. We are honored that to have Admiral McRaven join MBA’s Chairman, Susan Stewart, for this special interview that will inspire your own life and work.

    Speaker(s)

    Susan Stewart, 2021 MBA Chairman and Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.

    Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Admiral William McRaven, USN, (Ret.), Retired Navy Four-Star Admiral, Commander of U.S. Special Operations (2011-2014), Policy Advisor and Member, Council on Foreign Relations

    Admiral William H. McRaven is a retired U.S. Navy Four-Star admiral and the former Chancellor of the University of Texas System. During his time in the military, he commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. His career included combat during Desert Storm and both the Iraq and Afghanistan wars. He commanded the troops that captured Saddam Hussein and rescued Captain Phillips. McRaven is also credited with developing the plan and leading the Osama bin Laden mission in 2011.  As the Chancellor of the UT System, he led one of the nation’s largest and most respected systems of higher education. As the chief executive officer of the UT System, McRaven oversaw 14 institutions that educated 220,000 students, and employed 20,000 faculty and more than 80,000 health care professionals, researchers, and staff.  McRaven is a recognized national authority on U.S. foreign policy and has advised Presidents George W. Bush, Barack Obama, and other U.S. leaders on defense issues. He currently serves on the Council on Foreign Relations (CFR), the National Football Foundation, and the Board of Directors of CoconoPhilips.  McRaven has been recognized for his leadership numerous times. In 2011, he was the first runner-up for TIME magazine’s “Person of the Year.” In 2012, Foreign Policy magazine named McRaven one of the nation’s “Top 10 Foreign Policy Experts.” In 2014, Politico magazine named McRaven one of the “Politico 50,” citing his leadership as instrumental in cutting though Washington bureaucracy. In 2015, he received the Intrepid Freedom Award for his distinguished service in defending the values of democracy. In 2016, McRaven was named the recipient of the Ambassador Richard M. Helms Award by the CIA Officers’ Memorial Foundation. This year, 2018, he will be receiving the Judge William H. Webster Distinguished Service Award for a lifetime of service to the nation.  McRaven graduated from The University of Texas at Austin in 1977 with a degree in Journalism, and received his master’s degree from the Naval Postgraduate School in Monterey in 1991.  McRaven is the author of two books, SPEC OPS: Case Studies in Special Operations Warfare and Make Your Bed: Little Things That Can Change Your Life and Maybe the World, based on his 2014 UT Commencement Speech that received worldwide attention.  McRaven is now a leadership consultant and stays active with his writing, speaking, and board commitments.

  • General Session: The Political Outlook


    Speaker(s)

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

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

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    A.B. Stoddard, Associate Editor and Columnist for RealClear Politics, joins MBA's President and CEO Bob Broeksmit for a discussion about the day's biggest news stories, including a nonpartisan analysis of recent election results and what new regulatory appointments may mean for our industry. Stoddard has her finger on the pulse of Washington, DC, often appearing as a contributor and guest host for SiriusXM’s POTUS Channel, Fox News Channel, Fox Business Network, CNN and MSNBC. Prior to her current role, she was a columnist on The Hill and won first place Dateline Awards from the Society of Professional Journalists’ Washington, D.C. chapter in 2010 and 2011. Join us for this insightful session.

    Speaker(s)

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

    A.B. Stoddard is an associate editor and columnist with political news site and polling data aggregator RealClearPolitics, and a contributor and guest host for SiriusXM’s POTUS Channel. She appears regularly on Fox News Channel, Fox Business Network, CNN, and MSNBC for her expertise as a political commentator. She is a former associate editor and columnist for The Hill newspaper. Her column with The Hill won first place Dateline Awards from the Society of Professional Journalists’ Washington, D.C. chapter in 2010 and 2011.  Nonpartisan, Stoddard addresses elections and the political landscape of the day. Frequently meeting with sources and politicians of all stripes, Stoddard has her finger on the pulse of Washington, DC as she offers detailed and smart political and electoral analyses.

    Robert 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. 

  • Capital Conversations: Viewpoints from All forms of CRE Finance: Always Be Closing Remotely: Pandemic Underwriting, Due Diligence and Closing


    Speaker(s)

    Jeffrey Majewski, Executive Managing Director, Debt & Structured Finance, CBRE Capital Markets

    Candace Chao, Managing Director, JP Morgan Chase

    Tony Premer, Senior Vice President, Real Estate Investments, Pacific Life Insurance Company

    J. Theodore Borter, Managing Director, Goldman Sachs

    Stacy Ackermann, Partner, K&L Gates

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    2021 will reflect an operational landscape that features a work from home environment, as well as virtual events, virtual closings and a significant decline in business travel. This has changed how we do our work and how business gets done. Every facet of the commercial real estate industry has been impacted by the pandemic and ongoing economic uncertainty. The resilience of the industry is on full display as deals are transacting and loans are closing. Participants representing the predominant capital sources come together to talk literally about how deals get “done.”

    Speaker(s)

    Jeffrey Majewski, Executive Managing Director, Debt & Structured Finance, CBRE Capital Markets

    Mr. Majewski is Executive Managing Director in the Debt & Structured Finance group within CBRE Capital Markets.  Mr. Majewski has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, Agencies and Wall Street sources.  During his 30+ years of experience, Jeff has worked in every aspect of the commercial real estate finance business, from loan originations to loan servcicing, asset management and lender and client development, as well as the detailed day-to-day operations of running the business.  In addition, Jeff has extensive experience in Mergers and Acquisitions and the subsequent integration of the acquired operations.

    Candace Chao, Managing Director, JP Morgan Chase

    Head of Mezzanine Debt and Portfolio Manager of debt strategies at J.P. Morgan Asset Management – Real Estate Americas. She joined the firm in 2011 and oversees the lending business, which focuses on structured debt and preferred equity investments in the US. Prior to joining the firm, she was a Director in the US Real Estate Finance Group at UBS Investment Bank where she originated CMBS and balance sheet loans. Prior to UBS, Candace held positions at New York Life Investment Management and Ernst & Young. Candace holds a B.S. from Cornell University.

    Tony Premer, Senior Vice President, Real Estate Investments, Pacific Life Insurance Company

    Tony Premer serves as senior vice president, Real Estate Investments with responsibility for the company’s debt and equity investments in commercial real estate.  In this role, he directs strategy for investments in mortgage loans, real estate securities, and wholly owned or joint venture investments in commercial real estate properties and funds. Additionally, he oversees the asset management function in Real Estate Investments that administers assets for Pacific Life, its affiliates, and third parties.  Tony serves on Pacific Life’s Management Investment Committee and on the Board of the Pacific Life Political Action Committee.  Before joining Pacific Life in 1993, Tony held positions with a private REIT in Southern California and as a senior real estate consultant for the firm now known as Deloitte.

    J. Theodore Borter, Managing Director, Goldman Sachs

    Ted is co-head of the Real Estate Financing Group in the Americas.  He is responsible for expanding and enhancing real estate client relationships through the commercial mortgage product.  Ted provides strategic financing advice to real estate clients of the firm and sources and assesses opportunities in which Goldman Sachs will act as principal or agent with respect to secured financing.  Ted joined Goldman Sachs in 1997 as a vice president and was named managing director in 2002. Prior to joining the firm, Ted worked at Citicorp for eight years in the real estate finance and capital markets groups.  Ted is a member of the International Council of Shopping Centers and the Urban Land Institute.  Ted earned a BA in Economics from Haverford College in 1985 and an MBA from Harvard University in 1989.

    Stacy Ackermann, Partner, K&L Gates

    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.  Stacy routinely serves on panels and leads training sessions relating to current issues in structured financing transactions. She is also an active member of CREFC, where she is a Co-Chair of the 17g-5 Best Practices Committee and Pooling and Servicing Agreement task force.

  • CRE Finance Emerging Issues: America's Affordability Crisis: Challenges and Opportunities


    Speaker(s)

    Tony Love, Senior Vice President, Bellwether Enterprise Real Estate Capital, LLC

    John Gilmore, Managing Director, Walker & Dunlop, LLC

    Sarah Garland, Director, Debt & Structured Finance, CBRE Capital Markets

    D. Edward Greene, Managing Director and Chief Underwriter, Affordable Housing Finance, Lument

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    A lack of new supply combined with outdated regulations and zoning, increasing development costs and limited funding continue to contribute to ongoing affordable housing challenges. What can industry do to help address these issues? Hear industry experts discuss what companies are doing to maximize the opportunities while mitigating affordable housing challenges.

    Speaker(s)

    Tony Love, Senior Vice President, Bellwether Enterprise Real Estate Capital, LLC

    John Gilmore, Managing Director, Walker & Dunlop, LLC

    Managing Director John Gilmore brings more than a decade of commercial real estate experience to Walker & Dunlop’s Multifamily Finance Group. Mr. Gilmore is focused on the affordable multifamily space and has extensive experience sourcing loans for execution through Fannie Mae, Freddie Mac, and the Department of Housing and Urban Development (HUD). Mr. Gilmore is also highly experienced in complex deal structures including structured credit facilities, tax-exempt bonds, and federal and state tax credits.  Prior to joining Walker & Dunlop, Mr. Gilmore was a Vice President and Senior Relationship Manager in the Community Development and Investment group within KeyBank Real Estate Capital. While at KeyBank, he was a member of the management team tasked with expanding the bank’s affordable housing activity to all 50 states. He originated almost $1 billion of new mortgage debt in this position. Mr. Gilmore served many additional functions throughout his career at KeyBank, including working in the bank’s Income Property Group, Asset Recovery Group, and Private Equity Group. Mr. Gilmore began his career in the commercial real estate industry at Hartford Mezzanine Investors, LLC, where he was responsible for structuring real estate investment transactions for various levels of the capital structure with a primary focus on mezzanine positions.  Mr. Gilmore attended Morehouse College where he earned a Bachelor of Arts in finance and a minor in economics with cum laude honors. Beyond the company, he is active in industry associations and is a member of the MBA’s Affordable Rental Housing Advisory Council as well as the Urban Land Institute’s (ULI) Affordable & Workforce Housing Product Council. Mr. Gilmore also serves on the board of Bridge Street Development Corporation and the steering committee of the Real Estate Associates Program.

    Sarah Garland, Director, Debt & Structured Finance, CBRE Capital Markets

    Sarah Garland is Director of Production for Affordable Housing and FHA Lending at CBRE and is responsible for supporting the origination of affordable and workforce housing debt financing. She leads a company initiative to leverage CBRE’s broad originations platform with the deep expertise of the CBRE Affordable Housing and FHA teams in the regulated multifamily finance market.  Prior to joining CBRE, Sarah was Senior Vice President for PNC Bank, overseeing FHA Production as well as Fannie Mae and Freddie Mac Affordable Multifamily Production.  Sarah has also served as Fannie Mae’s National Director of Multifamily Affordable Housing and was responsible for the production and management of all multifamily affordable products.  Sarah is a foremost industry specialist in affordable housing finance, and has proved to be a resource for many industry organizations and publications.  She was formerly chair of the MBA FHA Committee and Vice-Chair of the MBA Multifamily Steering Committee.  She participated in both the Low-Income Housing Task Force and the Workforce Housing Task Force. Sarah holds a bachelor’s degree in Political Science and International Relations from University of California, Los Angeles.

    D. Edward Greene, Managing Director and Chief Underwriter, Affordable Housing Finance, Lument

    Edward Greene is a managing director and chief underwriter for affordable housing at Lument, working out of the Reston, Virginia office. He is responsible for overseeing all affordable credit and loan underwriting in addition to identifying new business opportunities to further grow Lument’s affordable housing lending activities nationwide.  Prior to joining Lument predecessor ORIX Real Estate Capital in 2019, Edward was senior managing director of underwriting and credit at Freddie Mac. He spent more than 10 years at Freddie Mac in various roles, including underwriting, credit, operational, enterprise and risk management. Prior to Freddie Mac, he worked for more than a decade in the affordable housing industry, including a previous role with RED Capital Group as vice president in multifamily and senior healthcare underwriting.  Edward holds a Juris Doctor from Albany Law School of Union University, an MBA from Clark Atlanta University, an Executive Master’s in leadership from Georgetown University, and a BA from Fordham University.

     

  • CRE Servicing and Asset Management: Growing Pains – Legal and Business Perspective on Cannabis and Hemp Issues for CRE


    Speaker(s)

    Amanda Ostrowitz, Senior Vice President, Commercial, Fyllo

    Jade Green, Chief Executive Officer, CannaMLS.com

    Bryan McLaren, Chief Executive Officer, Zoned Properties, Inc

    Rebecca Kreisman, Senior Counsel, PNC/Midland Loan Services

    William Gay, Partner, Wilson Elser Moskowitz Edelman & Dicker LLP

    Steven Johnson, Managing Director, Commercial Mortgage Closing and Servicing, Principal Real Estate Investors

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    Conflicts between state and federal laws related to the regulation of cannabis & hemp/CBD industries have created a plethora of confusion in the financial services world—particularly for those involved in the financing of commercial real estate and the servicing of the related loans. This timely session provides an overview of the evolving legal and regulatory framework as well as the business implications for your portfolio. The importance of these issues as well as the challenges related to the interface of these industries with mortgage lending will continue to grow. Hear from industry experts on what you should expect and prepare for in the years to come.

    Speaker(s)

    Amanda Ostrowitz, Senior Vice President, Commercial, Fyllo

    Amanda Ostrowitz is Senior Vice President of Commercial at Fyllo, a suite of enterprise-grade software and services built for the complexities of highly regulated industries. In her role, Ostrowitz helps drive global growth strategies for the company’s growing customer base, and has a deep understanding of the ever-changing regulatory environment surrounding cannabis laws. Ostrowitz is an attorney by trade, a former Federal Reserve Bank Examiner and an entrepreneur who developed CannaRegs, the industry’s most comprehensive database of federal, state, and local cannabis regulations.

    Jade Green, Chief Executive Officer, CannaMLS.com

    Jade is a six-year cannabis industry veteran with a focus on real estate and finance. Since early 2015, Jade has advised dozens of companies on their expansion into new markets via organic applications and strategic acquisitions. In 2018, Jade became CEO of CannaMLS.com, the largest online marketplace for cannabis licenses and green-zoned real estate in the world, with over $6 billion in active listings. Jade is also General Partner in the Alta Real Estate Fund, a $40M investment vehicle that provides financing to cannabis companies through asset-backed credit facilities and sale-leasebacks of high-value real estate.

    Bryan McLaren, Chief Executive Officer, Zoned Properties, Inc

    Mr. McLaren is the Chairman and Chief Executive Officer of Zoned Properties, a strategic real estate development firm whose primary mission is to provide real estate and sustainability services for the regulated cannabis industry. McLaren has a strong professional background in the social, economic, and environmental development of complex organizations with a passion for to community development and philanthropic efforts, earning a number of honors and awards including Phi Kappa Phi Honors Society Membership and the Distinguished Walton Scholarship. Mr. McLaren is a Licensed REALTOR, Green Roof Professional, LEED Green Associate, and is an active Forbes Contributor.

    Rebecca Kreisman, Senior Counsel, PNC/Midland Loan Services

    Rebecca Kreisman is Senior Counsel for Midland Loan Services, a Division of PNC Bank, National Association and has been with the organization since 2007.   Rebecca’s areas of expertise include Commercial Mortgage Servicing, Real Estate Finance & Development, Securitized Lending and Loan Workouts.  Prior to joining PNC, Rebecca served as Claims Counsel for Zurich North America and was an associate with a general practice law firm.   Rebecca earned her Juris Doctorate from Washburn University School of Law and Bachelor of Arts from Avila University.

    William Gay, Partner, Wilson Elser Moskowitz Edelman & Dicker LLP

    William Tolin Gay is a transactional law partner in the Los Angeles office of Wilson Elser Moskowitz Edelman & Dicker, and a member of the firm’s CannaLaw Practice Team.  He graduated from the University of Washington, where he received his J.D. in 1982, his MBA in 1983 and his LL.M. in Japanese law in 1984.   From 1984 to 1988, he practiced law in Tokyo, where he represented U.S. companies in their Japanese operations, and Japanese issuers and underwriters in Eurobond securities issues.  He speaks and reads Japanese.  Since 1988, he has worked in Southern California, where his practice focuses on real estate, corporate governance, mergers and acquisitions, corporate finance, immigrant investors and technology transfers.  He is a licensed California real estate broker and certified mediator.  He recently took a small wind power company public in the U.S., and has represented a gold mining company with operations in Colombia, a Major League Baseball player from Japan, a high end audio manufacturer in Japan, the Government of Mongolia in its wind power and water purification initiatives, a Japanese pachinko company in its investment in a casino and hotel in Las Vegas, and the Casamigos tequila company in its sale to Diageo.  He is currently a member and Chair of the Executive Committee of the International Law Section, and has served on the Executive Committee of the Business Law Section of the State Bar of California, and is a former Chair of its Committee on Cyberspace Law, as well as a former Board Member and President of the Corporate and Business Law Section of the Orange County Bar Association, and has served on the International and Software & Technology Committees of the Orange County chapter of the AEA.  He has been selected for inclusion in The Best Lawyers in America© for 2006 through 2021.  In 2009 he was named the Best Lawyers “Lawyer of the Year” for Corporate Law in Orange County, and in 2013 he received the same honor in the field of Corporate Governance, and in 2015 for Mergers and Acquisitions.

    Steven Johnson, Managing Director, Commercial Mortgage Closing and Servicing, Principal Real Estate Investors

    Steve is the Managing Director of Commercial Mortgage Closing and Servicing for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors. He is responsible for managing the closing and servicing activities for Principal’s $25.0 billion servicing portfolio. These responsibilities include establishing strategic direction, providing relationship management to clients, overseeing risk management, 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 has served as the chairperson for the MBA Commercial/Multifamily Servicer Council and is currently serving on the MBA’s Commercial Board of Governor’s (COMBOG).

  • Capital Conversations: Viewpoints from All forms of CRE Finance: Student Housing: Outlook as Universities Adjust to COVID-19-Induced Challenges


    Speaker(s)

    Ellen Herbst, Vice Chancellor for Administration and Finance, University System of Maryland

    Christine Chandler, Chief Operating Officer and Chief Credit Officer, M&T Realty Capital Corporation

    James Smart, Associate Vice President, Housing Strategic Initiatives, University Of Miami - Periodicals Dept.

    John Hope, Senior Vice President, South Market Manager, Capital One Commercial Real Estate

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    Developers and lenders discuss the unique impact that the COVID-19 pandemic has had on this niche product. What is the future of universities given the trend of cancelling on campus learning in favor of on-line learning? What was the impact on occupancy in 2020, has there been much market or geographic variability, and what does forecast look like for 2021? Experts will discuss forward-looking trends including the possibility of temporarily adapting to other uses and investor perceptions.

    Speaker(s)

    Ellen Herbst, Vice Chancellor for Administration and Finance, University System of Maryland

    Ellen Herbst was appointed as the University System of Maryland's Vice Chancellor for Administration and Finance in November 2017.    Prior to that she served as Chief Financial Officer and Assistant Secretary for Administration at the United States Department of Commerce.  As vice chancellor for administration and finance, Herbst manages the System's financial and administrative performance.  She serves as a senior leader for the USM Office and across the System, works directly with the USM's 12 institutions and two regional centers; and represents the USM as it partners with Maryland's public officials to provide high quality, accessible, and affordable educational opportunities, support research and scholarship, and foster programs that serve citizens of Maryland and the nation.   In particular, Herbst oversees the USM's strategic planning, performance and accountability, enrollment management, operating budget, finance and comptroller, debt management and financial reporting, endowment administration and oversight, capital planning and development, information technology, institutional research and information management, financial and administrative policy development, real property and procurement, and human resources.   Prior to joining the Federal Government, she served as an executive at Spectra Systems Corporation, Virtual Compliance, Inc and Giesecke & Devrient America, Inc. and the DuPont Company.   She earned her MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science in Economics and Accounting from the University of Delaware, Newark. 

    Christine Chandler, Chief Operating Officer and Chief Credit Officer, M&T Realty Capital Corporation

    Christine Chandler serves as the Chief Credit Officer and Chief Operating Officer for M&T Realty Capital Corporation (MTRCC.)  In this role, Christine is responsible for making credit decisions for MTRCC’s Multifamily and Healthcare transactions underwritten in the Agency and FHA platforms as well as managing the company operations.  For thirteen years, Christine was the Chief FHA Underwriter for MTRCC.  She is an approved Multifamily (MAP) and 232 Healthcare Underwriter.  Prior to her appointment in the FHA group, Christine was a senior Fannie Mae DUS Underwriter and spent several years managing the closing and delivery for FHA/GNMA transactions.  In addition to her tenure with the Mortgage Corporation, Christine was a relationship manger in the commercial real estate division, focusing on construction and permanent portfolio lending.  Christine has been with M&T since 1991 and has over 29 years of commercial real estate experience.  Christine is active in various committees and groups related to the mortgage banking industry.  She has been an instructor for the MBA sponsored FHA Underwriting Training program (a six-month graduate school level program.)  Christine is the past Chair of the MBA FHA Closing Working Group and been a speaker at various industry conferences, including the Commercial Real Estate Finance (CREF) conference.  She serves as Vice Chair of the MBA Commercial Real Estate / Multifamily Board of Governors (COMBOG) and is a member of the MBA Board of Directors.  Christine is the recipient of the 2020 Top 100 Women recognition by The Daily Record.  In addition to responsibilities at M&T, Christine is a board member for several not-for-profit entities.  Christine is a Director for the University System of Maryland Foundation (USMF).  In addition, she is the Vice Chair of the Advisory Board for Partners in Excellence, an organization that is affiliated with the Archdiocese of Baltimore and was appointed by Archbishop Lori in 2017.  PIE raises scholarship funds to provide opportunities for disadvantaged Baltimore City (and surrounding area) children to obtain a private Catholic education.  Finally, she is on the Leadership Team and serves as the Finance Chair for her church, Severna Park United Methodist Church.  

    James Smart, Associate Vice President, Housing Strategic Initiatives, University Of Miami - Periodicals Dept.

    Mr. James G Smart – Associate Vice President for Housing Strategic Initiatives.  Jim has worked at the University of Miami since the fall of 1989.  During that time he has served as Assistant Director, Associate Director, Director, Executive Director and now Associate Vice President of Housing and Residential life.  He also served as the Director of the Toppel Career Center from 2001 to 2009. Since 2012 one of his primary responsibilities has been the development of the University of Miami’s Housing Facilities Strategic Plan.  His undergraduate degree is in sociology and psychology, a master’s and educational specialist degrees in counseling and personnel services, and another masters in marriage and family therapy, the later from the University of Miami.

    John Hope, Senior Vice President, South Market Manager, Capital One Commercial Real Estate

    John Hope is a Senior Vice President and serves as the South Market Manager in the Commercial Real Estate Group at Capital One Bank.  In this capacity, John is responsible for developing and executing Capital One’s origination strategy for its Southern Region.  John’s specialty is facilitating the development, acquisition, renovation, and refinancing of commercial properties by determining the most strategic capital structure leveraging Capital One’s traditional banking platform, Fannie Mae, Freddie Mac, HUD, and real estate capital markets.  In addition to managing the Southern Region, John also oversees Capital One’s student housing strategic planning and origination efforts. John has over 20 years of experience in CRE finance and is responsible for over $10B in new loan originations over the last 10 years.  John is based in New Orleans where he is active in several real estate organizations as well as not-for-profit entities.  John received his Bachelor of Science Degree in Business Administration from Washington and Lee University.

  • CRE Finance Emerging Issues: Capitol Steps: CREF Industry Priorities and Playbook


    Speaker(s)

    Meghan Sullivan, Senior Vice President, Government Relations and Public Policy, Wells Fargo Home Mortgage

    Lauren Sarper, Vice President, Government Affairs External Affairs, Prudential Financial, Inc.

    Bill Killmer, Senior Vice President, Legislative and Political Affairs, Mortgage Bankers Association

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

    Susan Milazzo, Chief Executive Officer, California Mortgage Bankers Association

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    CREF and MBA Government Affairs executives share perspectives on policy debates, threats and opportunities in a divided congress and a new Administration. Join us as they address: Where the association intends to focus its efforts to ensure positive outcomes and what areas of concern could require shifts in focus and resources as the landscape evolves.

    Speaker(s)

    Meghan Sullivan, Senior Vice President, Government Relations and Public Policy, Wells Fargo Home Mortgage

    Meghan Sullivan manages relationships with Senate Republicans for the Wells Fargo Federal Government Relations team. She joined Wells Fargo in November of 2018 from the Mortgage Bankers Association (MBA), where she held a variety of government affairs roles.  During her tenure at the MBA, she advocated on tax reform, Dodd-Frank regulatory relief proposals, GSE reform legislation, and other issues important to the real estate finance industry at both the state and federal levels.  Before joining the MBA, Sullivan served on the staff of U.S. Senator John E. Sununu of New Hampshire.  She received a Bachelor's degree from Georgetown University. A New Hampshire native, she currently lives in Washington, D.C. with her husband and two young children.

    Lauren Sarper, Vice President, Government Affairs External Affairs, Prudential Financial, Inc.

    In her current role, Lauren helps develop and lead Prudential’s advocacy work related to financial stability, macroprudential and group-wide supervision, commercial real estate, fixed income, asset-backed securities, derivatives, and infrastructure matters. She works closes with Prudential’s businesses, policymakers, trade associations, and interested stakeholders to advance the company’s public policy priorities.  Prior to joining Prudential in 2015, Lauren was the Senior Policy Analyst for Risk Management and Financial Reporting at the American Academy of Actuaries, where she led the Academy’s work on capital standards, financial regulations, accounting, and enterprise risk management for insurers.  Lauren has been intimately involved in financial services issues throughout her career, serving as a Senior Legislative Assistant for Congresswoman Nydia Velazquez (NY-7) on housing and insurance matters and an affordable housing advocate for the National Affordable Housing Management Association.  Lauren received her B.A. in Political Science from the University of California, Santa Barbara and her M.P.P from George Mason University. She is the founding President of the National Housing Coalition’s Young Leaders in Affordable Housing and alumnae of American University’s WeLEAD Women in Politics Program.

    Bill Killmer, Senior Vice President, Legislative and Political Affairs, Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of nearly three decades in the housing arena, Bill joined MBA in 2010 and is responsible for managing the real estate finance industry's federal legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy, economics, public affairs, and lobbying teams. He oversees MBA's direct outreach to Congress, and is a regular guest speaker on the intersection of politics, policy, and industry issues.  Under Killmer's leadership, grassroots participation through MBA's Mortgage Action Alliance has tripled, while donations to MORPAC, the industry's political action committee, have more than doubled, enhancing the association's ability to develop and execute effective advocacy strategies on the industry's behalf. 

     Killmer came to MBA after nearly twenty years in the policy space at the National Association of Home Builders (NAHB), where he last served as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach.  During his tenure at both organizations, he has been named as a Washington trade association "Top Lobbyist" by publications such as The Hill and CEO Update.  He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration. Killmer holds a Bachelor's degree in Business Administration (BBA), with a concentration in Finance, from Baylor University.

    Michael Flood, Senior Vice President, 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.

    Susan Milazzo, Chief Executive Officer, California Mortgage Bankers Association

    Susan has led the California Mortgage Bankers Association (California MBA) since 2003.   Prior to California MBA, she owned an association management firm in Sacramento California providing management and consulting services to a variety of professional organizations.  From 1991 through 1996, Susan owned a political fundraising firm in Sacramento with a client base comprised of Republican candidates and elected officials for the State Legislature, local and statewide races.  She has three boys and lives with her husband and two spoiled dogs on a walnut farm in Oakdale, CA.

  • CRE Servicing and Asset Management: The Future of Insurance Compliance – Is there a Secret Sauce?


    Speaker(s)

    Amy Chilton, Senior Vice President, Client Services, PNC Real Estate

    Laura Smith, Managing Director, Servicing Multifamily Capital Markets, Newmark Knight Frank

    Frank McCracken, Founder & Chief Executive Officer, McCracken Financial Solutions Corp.

    Amy Engle, Executive Director - Insurance Risk Manager, JP Morgan Chase

    Jeff Giudici, Vice President, Servicing, Walker & Dunlop, LLC

    Read more Read less

    An insurance compliance review is a labor intensive, time consuming process. The panel discusses how can we use technology to help alleviate the front-end, data input process, allowing staff to focus on more sophisticated processes and interactions. Participants discuss decisions related to buy vs. build and debate the use automation in compliance/exception reviews. Panelists currently utilizing this technology opine on what is working, current challenges, and future development.

    Speaker(s)

    Amy Chilton, Senior Vice President, Client Services, PNC Real Estate

    Laura Smith, Managing Director, Servicing Multifamily Capital Markets, Newmark Knight Frank

    Laura Smith is a Managing Director at Newmark Knight Frank and is responsible for managing the Servicing Group.  In this capacity, Laura manages the insurance, escrows, taxes, new loan boarding, portfolio management, investor reporting and various other functions for a $66B portfolio encompassing 4,300 loans in 49 states.   She has over 22 years of industry experience as well as over 27 years of experience in the insurance and servicing industry including residential servicing and 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 a Vice Chair on the MBA Servicer Council and former 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.

     

    Frank McCracken, Founder & Chief Executive Officer, McCracken Financial Solutions Corp.

    Frank McCracken is the founder and CEO of McCracken Financial Solutions (also known simply as McCracken), the leading software provider for the commercial real estate servicing and asset management industry.  He’s the driving force and visionary behind McCracken’s STRATEGY solution which is an end to end commercial loan management system used by banks, insurance companies, mortgage bankers and quasi-government agencies. STRATEGY currently manages over 180,000 commercial real estate loans valued at over 2 trillion dollars, and is used by 6 out of the 10 top servicers according to MBA data.  Frank’s vision and innovation has been a driving force in the CRE industry for over 30 years. Prior to working in commercial real estate, Frank was President & CEO of a commercial insurance software business for about 20 years that managed 80% of the premium volume in the US. This experience helped in part lead to the creation of McCracken’s Insurance Compliance solution which helps his customers reduce risk and cost by automating their entire CRE insurance review operation.

    Amy Engle, Executive Director - Insurance Risk Manager, JP Morgan Chase

    Amy Engle is an Executive Director - Insurance Risk Manager at JP Morgan Chase working out of the Fort Worth TX location. In her position, Amy provides insurance consultations for various Lines of Business as well as commercial insurance training. She has over 25 years of commercial insurance experience and 15 years of servicing and industry experience with a variety of portfolio types including GSE and CMBS. Amy currently serves as Co-Chair of the MBA Insurance Stakeholders Roundtable.

    Jeff Giudici, Vice President, Servicing, Walker & Dunlop, LLC

    Jeff Giudici is a Vice President in the Servicing Department at Walker & Dunlop. At W&D Jeff oversees the Fannie Mae and Freddie Mac insurance compliance teams. In this capacity he works with his teams to service their client’s insurance needs and ensure they meet all the investor guidelines and requirements. Jeff has 18 years of insurance industry experience. He initially worked at an insurance agency for his first few years of his career doing personal and commercial insurance. Jeff has spent the remainder of his insurance career working in commercial mortgage servicing.

  • mPower: Resilient Leadership Amidst Disruption


    Speaker(s)

    Marcia Davies, mPower Founder and Chief Operating Officer, Mortgage Bankers Association

    Sharon Walker, Associate Vice President, Multifamily, Mortgage Bankers Association

    Teresa Zien, Managing Director, Invesco Real Estate

    Kathleen Farrell, Head of Commercial Real Estate Line of Business, Truist Financial Corporation

    Read more Read less

    The pandemic has put industries, businesses, and personal lives under extreme stress. Join us as a group of strong, female leaders discuss their career experiences and lessons learned while navigating all the challenges during the public health crisis and how they will manage the lasting impacts of the pandemic. Panelists explore how business, career, and personal challenges can result in opportunities to reflect, lead, and grow. After opening remarks from Marcia Davies, mPower founder and MBA Chief Operating Officer, Sharon Walker, CREF Diversity & Inclusion Council Chair moderates this powerful panel.

    Speaker(s)

    Marcia Davies, mPower Founder and 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 19,000, 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. Most recently, Marcia received the silver Stevie Awards for Women in Business 2018 Maverick of the Year. She has also the recipient of Five Star's Laurie A. Maggiano Legacy award, 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.  Marcia is a graduate of the Katharine Gibbs School in Montclair, N.J.

    Sharon Walker, Associate Vice President, Multifamily, Mortgage Bankers Association

    Sharon Walker is Associate Vice President, Multifamily, at the Mortgage Bankers Association.  She joined MBA in January 2018, making a move from Dallas to the DC metro area.  Prior to joining MBA, Ms. Walker worked at member firms such as RED Mortgage Capital, Walker & Dunlop, and PGIM (formerly Prudential Mortgage Capital Company).  She has extensive experience in multifamily real estate finance specifically in servicing and asset management having been responsible for managing portfolios of HUD insured properties including multifamily, assisted living and hospitals. Throughout her career, she has also had responsibility for direct management, training and development of asset managers, team leads and supervisors.  Ms. Walker graduated from DePaul University with a B.S. in Commerce.

    Teresa Zien, Managing Director, Invesco Real Estate

    Teresa Zien is a Managing Director at Invesco Real Estate (IRE) and is responsible for overseeing the capital markets activities for the Invesco Real Estate Structured Investments group.  Prior to joining IRE in 2017, Ms. Zien spent two years as the chief operating officer of Colony Mortgage Capital, LLC, with responsibility for overseeing the company's day-to-day operations.  Prior to joining Colony, Ms. Zien spent three years as a director in the asset finance – commercial real estate group of Credit Suisse, where she oversaw all US commercial mortgage backed securities (CMBS) securitizations and commercial real estate warehouse facilities. Prior to joining Credit Suisse, Ms. Zien was a director at Citigroup in the CMBS and real estate finance group, where she managed CMBS issuance in her 10-year tenure. Ms. Zien earned a BS degree from the University of Pennsylvania.

    Kathleen Farrell, Head of Commercial Real Estate Line of Business, Truist Financial Corporation

    Kathy Farrell is head of the Commercial Real Estate line of business for SunTrust now Truist, a full service provider of banking solutions to owners, operators and developers of commercial real estate properties across the country.  Kathy is also responsible for the Real Estate Investment Banking unit which offers debt, equity and advisory solutions to the CRE client base and Truist Community Capital, a leading provider of tax credit and debt financing for affordable housing, community centers and SBICs.  Kathy’s career spans 25 years in real estate finance and banking, including origination, underwriting, capital markets, agency production, third party servicing and risk management.  Kathy is a member of the Truist Operating Committee, is the Enterprise Chair of the Women’s Inclusion Network and serves as a board member of the Truist Foundation.  A graduate of the College of the Holy Cross, Kathy is involved in a variety of industry and community organizations, including Real Estate Roundtable and ULI.  She is also a member of the board of directors of the West Side Future Fund and the Atlanta Beltline Partnership.   

  • Read more Read less

    Join us for the MBA Opens Doors Reception and help us celebrate our 10th year of keeping families with critically ill or injured kids in their homes. Our home Grant Program makes it possible for families to focus on the medical and emotional needs of a critically ill child and not on a home in jeopardy. Hear from Chairman, Debra Still; ODF President, Deb Dubois and other leaders as we celebrate the Foundation’s success in helping more than 6,400 families by its 10th anniversary and what the next ten years will hold.

  • Networking Event: Sports Talk with Ron Darling


    Speaker(s)

    Ron Darling, SportsNet New York (SNY) Lead Game and Studio Analyst for New York Mets, 1986 World Series Champion New York Mets

    Marc Suarez, Director, Multifamily Production, Lument

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    Join this live session with baseball great Ron Darling, best known as a 1986 World Series Champion with the NY Mets. Currently an analyst with SportNet New York, Darling will share his own stories and insights about America's favorite pastime and will take your questions during the chat.

    Speaker(s)

    Ron Darling, SportsNet New York (SNY) Lead Game and Studio Analyst for New York Mets, 1986 World Series Champion New York Mets

    As one of the most respected voices covering Major League Baseball today, Ron Darling currently serves as a game analyst for SportsNet New York (SNY) covering the New York Mets, lead game analyst for Turner Sports’ (TBS) MLB regular season and postseason telecast coverage and a studio analyst for MLB Network.  Darling joined SNY in 2006 and currently is the network's Mets lead game and studio analyst - working more than 100 Mets telecasts each year. In addition to his game analyst work, Darling also con tributes to SNY's Mets pre- and post-game shows, Mets Hot Stove, Daily News Live and to www.sny.tv. Darling won an Emmy Award for best “Sports Analyst" in his first season with SNY and again in 2011.  Since 2008, Darling has been the MLB on TBS lead game analyst for both regular and postseason Major League Baseball games. He joined TBS in 2007 as a guest studio analyst for the network’s postseason coverage.  Since 2013, Darling has served as an offseason studio analyst, where he regularly appears on the Emmy Award-winning flagship show MLB Tonight and the daily offseason morning show Hot Stove.  Since beginning his broadcast career in 2000, Darling hosted FOX’s “Baseball Today” and worked in the broadcast booth for both the Oakland Athletics and Washington Nationals. He has also appeared on various sports programs including “The Best Damn Sports Show Period” and “National Sports Report” as well as provided analysis for the YES Network and CSTV.  During his playing days on the diamond, Darling spent nine seasons as a starting pitcher for the New York Mets highlighted by winning the 1986 World Series. During his 13-year career, the Gold Glove winner also played five seasons with the Oakland Athletics after a short stint with the Montreal Expos. Drafted by the Texas Rangers with the 9th overall pick in the 1981 Amateur Draft, Darling was awarded a spot on Baseball Digest’s 1984 Rookie All-Star Team. He amassed a stellar win-loss record of 136-116 and recorded 1,590 strikeouts with a 3.87 ERA.  Darling has made a significant impact in the community through the Ron Darling Foundation, raising money for diabetes research due to his eldest son Jordan being diagnosed with Type 1 Diabetes at age 11. He also sits on the Board of Directors for both the Diabetes Research Institute and Habitat For Humanity.  On the big screen, Darling has appeared in several films including Shallow Hall (2001), The Day After Tomorrow (2004) and Mr. 3000 (2004). In 2009, Darling authored the book, The Complete Game: Reflections of Baseball and the Art of Pitching. In 2016, Darling authored the book, Game 7, 1986: Failure and Triumph in the Biggest Game of My Life.

    Marc Suarez, Director, Multifamily Production, Lument

    Marc Suarez is a director at Lument and is based in Miami, Florida, where he originates loans utilizing Freddie Mac, Fannie Mae, HUD/FHA and proprietary programs for multifamily housing.  Prior to joining predecessor Lument legacy firm Hunt Real Estate Capital, Marc was an executive managing director at SL Capital, where he originated $300 million in CMBS loans. He has also run his own consulting firm working on distressed debt, was a partner at a boutique development company, and was a general manager at Gables Professional Realty where he established and ran the firm’s commercial real estate division. Marc holds a Bachelor of Arts in business from Florida International University.

Thursday, February 4, 2021

  • General Session: Diversity, Equity and Inclusion


    Speaker(s)

    Ambassador Andrew Young, Former U.S. Ambassador to the United Nations, Civil Rights Icon and Former Mayor to Atlanta, Andrew J. Young Foundation

    Susan Stewart, 2021 MBA Chairman and Chief Executive Officer, SWBC Mortgage

    Matthew Rocco, 2021 MBA Vice Chairman, Chairman of the Board and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Read more Read less

    Andrew J. Young has earned worldwide recognition as a pioneer in and champion of civil and human rights. Ambassador Young’s lifelong dedication to service is illustrated by his extensive leadership experience of more than 65 years, having served as a member of Congress, U.S. Ambassador to the United Nations, Mayor of Atlanta and ordained minister, among other positions. Join us for a fascinating conversation facilitated by MBA’s 2021 Chairman Susan Stewart, after an introduction and awarding of the Commercial/Multifamily Diversity and Inclusion Leadership Award by MBA’s 2021 Vice Chairman Matt Rocco.

    Speaker(s)

    Ambassador Andrew Young, Former U.S. Ambassador to the United Nations, Civil Rights Icon and Former Mayor to Atlanta, Andrew J. Young Foundation

    Andrew J. Young has earned worldwide recognition as a pioneer in and champion of civil and human rights. Ambassador Young’s lifelong dedication to service is illustrated by his extensive leadership experience of over sixty-five years, serving as a member of Congress, African American U.S. Ambassador to the United Nations, Mayor of Atlanta, and ordained minister, among other positions.  During the 1960s, Young was a key strategist and negotiator during civil rights campaigns that led to the passage of the Civil Rights Act of 1964 and the Voting Rights Act of 1965. Appointed as an Ambassador to the United Nations in 1977, Young negotiated an end to white-minority rule in Namibia and Zimbabwe and brought President Carter's emphasis on human rights to international diplomacy efforts. As two-term Mayor of Atlanta, Young brought in over 1,100 businesses, over 70 billion in foreign direct investments and generated over a million jobs.  Ambassador Young has received honorary degrees from more than 100 universities and colleges in the U.S. and abroad and has received various awards, including an Emmy Lifetime Achievement award in 2011 and the Dan Sweat Award in 2017.  His portrait also became part of the permanent collection of the Smithsonian National Portrait Gallery.  Ambassador Young also serves on a number of boards, including, but not limited to, the Martin Luther King Center for Non-Violent Social Change, Morehouse College, Andrew Young School of Policy Studies at Georgia State and Americas Mart. In 2003, he and his wife Carolyn McClain Young founded the Andrew J. Young Foundation to support and promote education, health, leadership and human rights in the U.S., Africa, and the Caribbean.  Young currently serves as the Chairman of the Andrew J. Young Foundation.  In 2012, Young retired from GoodWorks International, LLC, after well over a decade of facilitating sustainable economic development in the business sectors of the Caribbean and Africa. Young was born in 1932 in New Orleans, and he currently lives in Atlanta with his wife, Carolyn McClain. He is also a father of three daughters and one son, a grandfather of nine and a great grandfather on one.

    Susan Stewart, 2021 MBA Chairman and Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.

    Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Matthew Rocco, 2021 MBA Vice Chairman, Chairman of the Board and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Matt Rocco is Chairman of the Board and Chief Executive Officer of Grandbridge Real Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms.  Matt is the vice chairman of the Mortgage Bankers Association (MBA) and vice chair of MBA's Commercial Real Estate/Multifamily Finance Board of Governors' (COMBOG) Origination Council.  In his roles as Chairman and CEO at Grandbridge, Matt's leadership responsibilities include corporate initiatives and Grandbridge's overall loan origination efforts, as well as the company's Agency Underwriting (Fannie Mae, Freddie Mac and FHA) and Balance Sheet Closing groups. Matt joined the company in 1998. He is a member of Grandbridge's Board of Managers, Senior Leadership Team and Risk Committee, as well as a member of Truist's Senior Leadership Team.  He also serves as an advisory member to many of the nation's largest institutional investors and capital correspondents. Prior to joining Grandbridge in 1998, he was engaged in investment banking, bond issuance, underwriting and real estate asset management.  A graduate of the University of Alabama where he earned his bachelor's degree in economics, International Council of Shopping Centers (ICSC), NAIOP, Urban Land Institute (ULI), Mortgage Action Alliance (MAA), National Multifamily Housing Council (NMHC), Pension Real Estate Association (PREA), and CCIM.

  • General Session: Economic and Commercial Real Estate Outlook


    Speaker(s)

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

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

    Christopher LaBianca, 2021 MBA COMBOG Chair and Managing Director, UBS

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    As market participants look forward to a post-pandemic era, don’t miss our latest forecast on the various forces impacting the market during these unprecedented times and what they may mean as you develop your business strategy for 2021 and beyond.  This session begins with a greeting from MBA’s 2021 Chair of the Commercial Real Estate Finance Board of Governors (COMBOG) and Managing Director of UBS, Chris LaBianca.

    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, 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 president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS.

    Prior to joining MBA, Fratantoni worked in the industry 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.

    James 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.

    Christopher LaBianca, 2021 MBA COMBOG Chair and Managing Director, UBS

    Chris LaBianca is a Managing Director and Head of Origination for the Real Estate Finance and Mortgage Backed Securities Group within the UBS Investment Bank.  In this role, Mr. LaBianca is responsible for leading a national lending platform which provides commercial real estate debt for execution through the CMBS market as well as traditional balance sheet lending. Mr. LaBianca has spent over 25 years in the real estate debt markets with firms in the commercial banking, investment banking and private equity space. Prior to joining UBS, Mr. LaBianca spent five years as President of RCG Longview, a real estate private equity platform sponsored by investment manager Ramius Capital Group and The Feil Organization. Prior to joining RCG, he spent nearly eight years at Bank of America, most recently serving as a Managing Director and Co-Head of National Originations in the firm's Real Estate Capital Markets group. Prior to Bank of America, Mr. LaBianca spent eight years at Chemical and Chase Manhattan Bank, predecessors to JPMorgan Chase, holding senior management positions in the Real Estate Finance and US Securities divisions. He began his career as an Analyst with Prudential. Mr. LaBianca received his BS from Rider College and his MBA from the Whitman School of Management at Syracuse University, where he serves on the Advisory Board for the Kuhn Real Estate Center. Mr. LaBianca is currently serving in several capacities for the Mortgage Bankers Association.  These include membership on the MBA Board of Governors as well as its Commercial Mortgage Board of Governors, and previously as a member of the Nominating Committee as well as Vice Chairman for the Investor Council.  He is a past Chairman of the Real Estate Board of NY’s Finance Committee.  Mr. LaBianca is also an active member of the International Council of Shopping Centers and the Commercial Real Estate Finance Council and a past member of the NYC Advisory Board for NAIOP.  He has spoken at numerous industry events including MBA, ICSC, NAIOP, CREF-C and REBNY as well as conferences sponsored by iGlobal, Crittenden, Commercial Observer and BISNOW among many others.

  • General Session: Perspectives from the C-Suite


    Speaker(s)

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

    Michael Tanner, President and Principal, Pacific Southwest Realty Services

    Read more Read less

    Join us for this dynamic session where MBA’s CEO Bob Broeksmit is joined by leading CRE Finance Executives to discuss the competitive landscape as well as development of business strategies in uncertain times.

    Speaker(s)

    Robert 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. 

    Michael Tanner, President and Principal, Pacific Southwest Realty Services

    Mr. Tanner joined PSRS in 2003 and currently holds the title of President and Principal. Mr. Tanner attended Brigham Young University for his undergraduate degree where he received his Bachelor of Arts in Economics. During his time with PSRS, Mr. Tanner has worked as an analyst and gone into production on his own, and in 2006, he was awarded Rookie of the Year by Standard Insurance. In his spare time, Mr. Tanner enjoys surfing and scuba diving, playing the upright bass in a jazz orchestra, and spending time with his wife and three children. Mr. Tanner is affiliated with the ICSC, the MBA, and he is a part of the lay clergy at his church.

  • General Session: Conversation with GSE Leadership


    Speaker(s)

    Matthew Rocco, 2021 MBA Vice Chairman, Chairman of the Board and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Debby Jenkins, Executive Vice President and Head of Multifamily, Freddie Mac

    Michele Evans, Executive Vice President and Head of Multifamily, Fannie Mae

    Read more Read less

    In a discussion with MBA’s Vice Chairman Matt Rocco, key leaders from the multifamily sectors of both Fannie Mae and Freddie Mac discuss the enterprises current and upcoming priorities and initiatives.

    Speaker(s)

    Matthew Rocco, 2021 MBA Vice Chairman, Chairman of the Board and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Matt Rocco is Chairman of the Board and Chief Executive Officer of Grandbridge Real Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms.  Matt is the vice chairman of the Mortgage Bankers Association (MBA) and vice chair of MBA's Commercial Real Estate/Multifamily Finance Board of Governors' (COMBOG) Origination Council.  In his roles as Chairman and CEO at Grandbridge, Matt's leadership responsibilities include corporate initiatives and Grandbridge's overall loan origination efforts, as well as the company's Agency Underwriting (Fannie Mae, Freddie Mac and FHA) and Balance Sheet Closing groups. Matt joined the company in 1998. He is a member of Grandbridge's Board of Managers, Senior Leadership Team and Risk Committee, as well as a member of Truist's Senior Leadership Team.  He also serves as an advisory member to many of the nation's largest institutional investors and capital correspondents. Prior to joining Grandbridge in 1998, he was engaged in investment banking, bond issuance, underwriting and real estate asset management.  A graduate of the University of Alabama where he earned his bachelor's degree in economics, International Council of Shopping Centers (ICSC), NAIOP, Urban Land Institute (ULI), Mortgage Action Alliance (MAA), National Multifamily Housing Council (NMHC), Pension Real Estate Association (PREA), and CCIM.

    Debby Jenkins, Executive Vice President and Head of Multifamily, Freddie Mac

    Deborah Jenkins is executive vice president and head of Multifamily. She leads all aspects of Freddie Mac’s Multifamily business – the largest capital provider to the U.S. multifamily rental housing market. She is a member of the company's senior operating committee.  Previously, Jenkins served as senior vice president and national head of Multifamily Underwriting and Credit. In this role, Jenkins oversaw all credit approvals and due diligence processes, asset level securitization activities, as well as credit policies and governance for all of Multifamily’s products. This prior-approval approach has produced delinquency rates among the very lowest in the industry while ensuring mortgage liquidity across economic environments. Jenkins also spearheaded enhancements in the company’s underwriting process specifically to support its securitization program, including its signature K and SB Deals.  Prior to that, Jenkins held different positions of increasing responsibility at Freddie Mac Multifamily, including vice president of national underwriting. Jenkins was a senior vice president with Wells Fargo National Bank in Michigan before joining Freddie Mac in March 2008.  Jenkins holds a Master’s degree in Corporate Finance from Walsh College in Troy, Michigan, and a Bachelor’s of Science degree in Corporate Finance from Wayne State University in Detroit.

    Michele Evans, Executive Vice President and Head of Multifamily, Fannie Mae

    Michele M. Evans is Fannie Mae’s Executive Vice President and Head of Multifamily, responsible for all of the company's multifamily business functions and a book of business of over $366 billion. Fannie Mae's Multifamily Division is the leading source of financing and securitization for quality rental housing in the United States, in every market, for every income level, every day. Multifamily serves a wide spectrum of the market and finances all loan sizes, from a $1 million single-asset loan to a $1 billion structured transaction facility. The multifamily business is executed through a Delegated Underwriting and Servicing (DUS®) lender network and is the only risk-sharing model in the country.  Most recently, Ms. Evans was Senior Vice President and Multifamily Chief Operating Officer for Fannie Mae, responsible for daily operations for the business including strategy, technology & data initiatives, business transformation, product management & development, securitization initiatives, credit risk transfers, and modeling analytics.

  • Capital Conversations: Viewpoints from All forms of CRE Finance: Chasing Collateral: Conversation Between Capital Sources


    Speaker(s)

    Jeffrey Weidell, CMB, Chief Executive Officer, NorthMarq

    Patrick Mattson, Managing Director, KKR

    Hilary Provinse, Executive Vice President & Head of Mortgage Banking, Berkadia

    Jack Gay, Managing Director, Global Head of Commercial Real Estate Debt, Nuveen Real Estate

    Matthew Galligan, Vice Chairman, Real Estate Finance, CIT

    Read more Read less

    As vaccinations begin and the nation looks beyond COVID and its economic impacts, getting commercial real estate moving forward in 2021 will be of utmost importance. Industry veterans will discuss how we can capitalize on what works well in the commercial/multifamily industry, to re-energize the parts that need a restart. Join us for this interactive discussions between CRE finance leaders on what industry could look like over the next several years; how the industry can keep on track despite hiccups in certain sectors and a challenging macroeconomic environment with plenty of active government involvement; and how private capital views 2021 opportunities in multifamily when new GSE lending caps are being slightly reduced, with an even more dominant focus on affordable mission-driven lending.

    Speaker(s)

    Jeffrey Weidell, CMB, Chief Executive Officer, NorthMarq

    Patrick Mattson, Managing Director, KKR

    Hilary Provinse, Executive Vice President & Head of Mortgage Banking, Berkadia

    Hilary Provinse is the EVP, Head of Mortgage Banking for Berkadia Commercial Mortgage. In this role, Ms. Provinse oversees more than 148 experienced mortgage bankers and their teams located in 40 offices across the country.  These bankers serve clients across all multifamily and commercial real estate channels; including specialized teams with expertise in seniors housing and healthcare, hotels and hospitality, student housing, affordable housing and manufactured housing. Ms. Provinse ensures that clients benefit from our market leadership and deep relationships with diverse capital sources, including Berkadia’s 48 Life Company’s correspondents,  banks, CMBS, Debt Funds, Fannie Mae, Freddie Mac and HUD.

    Jack Gay, Managing Director, Global Head of Commercial Real Estate Debt, Nuveen Real Estate

    Jack is a managing director and oversees the origination, portfolio management and business development activities for Nuveen Real Estate globally.  Previously, Jack was lead portfolio manager and head of the TIAA General Account portfolio management team responsible for the company’s general account investments in real estate, including equity real estate, commercial mortgages and single asset CMBS investments. Other prior roles include heading capital markets activities and managing commercial mortgage production teams for both the eastern and western regions of the U.S. Jack previously worked at J.P. Morgan Chase in a variety of roles including CMBS lending, real estate asset dispositions and loan workouts.  Jack graduated with a B.S. in Finance from Lehigh University and M.B.A. in Finance from New York University. He is a member of Nuveen Real Estate’s Investment Committee and an active member of the Mortgage Bankers Association, Commercial Real Estate Finance Council, and Mortgage and Real Estate Officer’s Council.

    Matthew Galligan, Vice Chairman, Real Estate Finance, CIT

    Matthew Galligan is Vice Chairman of Real Estate Finance for CIT Group. CIT provides stabilized, value-add and construction loans between $25 million and $50 million to highly experienced and well-capitalized developers in the office, retail, industrial and multi-family rental sectors with a $6 billion portfolio concentrated in the Boston-Washington corridor and southern California.  Every year since 2013, Galligan has been named by the Commercial Observer to its “Power 50” list of the most important figures in real estate finance. He previously served as Managing Director and Head of U.S. Property Finance for Bank of Ireland where, under his leadership, his team oversaw more than $5.1 billion in transactions.  Prior to that, Galligan served as Executive Vice President for Real Estate Capital Markets at DebtX. He has also worked for Fleet Boston Financial, Bank of Boston and Chase Manhattan in executive level positions in credit, real estate lending, debt distribution and capital markets. Galligan is a member of the Board of Directors of the MBA, Mortgage Bankers Association and Vice Chairman of COMBOG, Commercial Real Estate/Multifamily Finance Board of Governors.  Galligan is a member of the Habitat for Humanity Leadership Council and will be honored at the annual event October 2019. A Board Member of the Catalog for Giving, Galligan was honored at their annual event in 2017.  He was also honored by Get Out Stay Out that same year.  Galligan was recipient of the Humanitarian Award from the Hebrew Academy for Special children in 2013.  Galligan received a BA in Economics/Accounting from the College of the Holy Cross and an MBA in Finance from the New York University Graduate School of Business Administration.

  • CRE Finance Emerging Issues: Innovation Forum - Working Together to Advance CRE Emerging Tech


    Speaker(s)

    Meghan Czechowski, Managing Director, Apprise by Walker & Dunlop

    Allen Benson, Chief Information Officer, Catylist

    Victor Calanog, Head of Commercial Real Estate Economics, Moody’s Analytics

    Richard Sarkis, CEO & Co-Founder, Reonomy

    Rob Lowther, Managing Director, Lender Technology, Lument

    Vivek Thadani, Director - Product Management, Moody's Analytics REIS

    Read more Read less

    Technology adoption has accelerated like never before as companies look for ways to increase productivity despite recent changes in the way we work. Is this the moment when technology becomes the defining competitive advantage within our industry, and will it deliver on the operational leverage it has long promised? Join us to discuss pain points across the industry and the landscape of current and emerging technology solutions. This session will also cover how to best adapt existing and potentially outdated infrastructures to accommodate new solutions to ensure processes are streamlined and to maximize efficiency.

    Speaker(s)

    Meghan Czechowski, Managing Director, Apprise by Walker & Dunlop

    Allen Benson, Chief Information Officer, Catylist

    Allen Benson, Catylist's Chief Information Officer has more than 25 years’ experience in cutting-edge real estate technology. Starting out as CTO of Windermere Real Estate, the largest regional  franchised real estate company on the West Coast, Benson took the company online and was the first in the country to put the entire MLS online for the public to search. In 1997, Allen founded ePropertyData with the goal of bringing the commercial real estate industry technology up to the level of the residential industry. Once the technology was introduced and adopted by the commercial practitioners, the next step was to provide a fully researched solution to the industry. After bringing multiple markets online, ePropertyData was purchased by the National Association of Realtors ® in 2007. Allen went back to the grassroots and worked hand-in-hand with commercial brokers to find the void in the industry. In 2016, Allen joined up with Catylist to once again help advance the
    commercial industry through the use of technology.

    Victor Calanog, Head of Commercial Real Estate Economics, Moody’s Analytics

    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 is responsible for Moody’s Analytics Reis’s market forecasting, valuation, thought leadership, and advisory services. 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 ®.

    Richard Sarkis, CEO & Co-Founder, Reonomy

    Richard Sarkis is  Founder & Executive Chair of Reonomy, the leading provider of CRE insights.  Since the company’s founding in 2013, Sarkis has been instrumental in raising $128 million in venture capital and led Reonomy through a successful web-application launch in New York City, as well as the launch of a second nationwide application in 2017.

    Rob Lowther, Managing Director, Lender Technology, Lument

    Rob Lowther serves as Managing Director, Lender Technology at Lument, joining the firm in 2017 where he is responsible for business technology strategy.  He implemented Lument’s borrower portal, origination system, and machine learning-based market analysis tool.  Previously, he was Vice President at Prudential Mortgage Capital where he architected Prudential’s origination, asset management, and borrower portal systems.  Rob began his career at Kenneth Leventhal, modeling distressed assets.  He worked in various roles at AMRESCO, developing pipeline and asset management systems before serving as Chief Information Officer.

     

    Rob received his Bachelor of Science in Electrical Engineering and an MBA from the University of Texas at Austin.

    Vivek Thadani, Director - Product Management, Moody's Analytics REIS

    Vivek Thadani leads the product development for Moody’s Analytics REIS. The REIS product suite is used by thousands of CRE practitioners to make key decisions on CRE assets. Additionally, his team monitors technology trends to build next-generation products for supporting the leading CRE market participants. Vivek is also responsible for discovering new strategic partnerships to build out innovative solutions for CRE professionals. Prior to his current role, Vivek managed the launch of the new CRE products in the Moody’s Analytics Accelerator.  Vivek holds a M.E.M. from Dartmouth College and a B.E. in Computer Science from Mumbai University.

  • CRE Servicing and Asset Management: Commercial Mortgage Stress in the Age of COVID-19


    Speaker(s)

    Brian Hanson, Managing Director, CWCapital Asset Management LLC

    Richard Tsui, Senior Director, Head of Strategy & Surveillance, Nuveen Real Estate

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

    Mark Weibel, Partner and Chair, Real Estate Capital Markets Practice Group, Thompson & Knight, LLP

    Read more Read less

    As COVID-19 and the ensuing recession negatively impact communities across the country, commercial real estate owners and lenders are no exception. While working to help borrowers, lenders must also balance the duty of diligently managing their loan portfolios and ensuring they do so in accordance with the loan documents and the requirement to minimize any potential losses. This panel discusses surveillance, defaults, loan workouts and REO with a focus on what has been learned from prior downturns and how they have impacted the industry in the recoveries that have followed.

    Speaker(s)

    Brian Hanson, Managing Director, CWCapital Asset Management LLC

    Brian Hanson joined CWCapital in February 2006. His responsibilities are focused on business development and maximizing strategic relationships with key industry constituents, clients and business partners of the firm and its affiliates RealINSIGHT and RealINSIGHT Marketplace.  From 1996 to 2006, 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 is immediate past Chair of the MBA CREF/Multifamily Servicer Council, and is also a past Chair of the CREFC Servicers Forum.  He 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, ULI, the Appraisal Institute and various other trade associations.  Mr. Hanson holds a B.A. in mathematics from Washington and Lee University.

    Richard Tsui, Senior Director, Head of Strategy & Surveillance, Nuveen Real Estate

    Richard Tsui has been working in the commercial real estate industry for over 20 years.  He joined Nuveen Real Estate in 2011 and is currently responsible for  overseeing debt strategies and surveillance asset management for its $40 billion debt portfolio.  During his tenure at Nuveen Real Estate, Richard was instrumental in expanding the company’s  debt capabilities  in the UK and obtaining approval to lend in other select European cities as well as Australia.  While at Wells Fargo, he managed the industry’s first CRE CDO collateralized by transitional bridge loans and gained significant experience during the downturn completing restructures and workouts.  Richard graduated with a B.S. in Management with a minor in International Studies/Economics from the University of Connecticut.  He is a member of the Mortgage Bankers Association and is the co-chair of the Life Company Asset Manager’s Roundtable.

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

    Amy Frazey is 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. She leads the operations, servicing and accounting teams that are responsible for their commercial real estate loan portfolio which is in excess of $12.4 billion and 6,000 loans.  She has been involved in the commercial real estate industry for over 16 years.  Amy currently serves as a board member of the Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG), has served on the COMBOG Servicer Council and on the board of the Oregon Mortgage Bankers Association.  She was the recipient of the MBA Distinguished Service Award in 2019.  Amy earned her Bachelor of Science degree in Business from Montana State University and spent six years in public accounting with PricewaterhouseCoopers, LLP.

    Mark Weibel, Partner and Chair, Real Estate Capital Markets Practice Group, Thompson & Knight, LLP

    Mark Weibel is a Partner and Chair of the Real Estate Capital Markets Practice Group at Thompson & Knight LLP in Dallas, Texas. Mark focuses his practice on all phases of commercial real estate capital markets transactions, including securitizations involving the representation of conduit lenders, master servicers, and special servicers in the CMBS and structured finance markets and other related loan workout environments, and provides transactional support in connection with the transition of defaulted commercial real estate projects into bankruptcy and litigation. He has counseled financial institutions, private equity groups, and Fortune 100 companies with their commercial real estate projects.

  • Capital Conversations: Banking Vs Non-Banking: Can We Start the Recovery Already?


    Speaker(s)

    Jeff Friedman, Co-Founder, Mesa West Capital, LLC

    Richard Jones, Partner, Dechert LLP

    Greta Guggenheim, Chief Executive Officer & President, TPG Real Estate Finance Trust

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    The pandemic has created winners and losers across capital sources and property types while shifting the map in terms of growth and trends to follow. As new business models emerge to take advantage of emerging opportunities , this conversation with bank and non-bank executives will explores 2021 game plans and perspectives including the financing of challenging sectors including hospitality and retail.

    Speaker(s)

    Jeff Friedman, Co-Founder, Mesa West Capital, LLC

    Richard Jones, Partner, Dechert LLP

    Rick Jones is the co-chair of Dechert’s global finance group and leader of the commercial mortgage-back securities team. He focuses his practice on sophisticated, capital markets and mortgage finance transactions. The "highly regarded" Mr. Jones is noted in Chambers, USA for his expertise in an array of high-value real estate financing matters. In addition Legal 500, US recognizes the “creative structuring advice” he provides on CMBS transactions and CRE CLOs. Mr. Jones frequently publishes and speaks on issues affecting the capital markets and mortgage finance markets. He is the founder and principal author of, the Dechert blog - Crunched Credit, which examines the global financial markets.

    Greta Guggenheim, Chief Executive Officer & President, TPG Real Estate Finance Trust

    Greta Guggenheim is Chief Executive Officer and President of TPG Real Estate Finance Trust (“TRT”) and a Firm Partner of TPG.  TRT is a NYSE listed commercial mortgage REIT (ticker TRTX) that originates commercial real estate mortgage loans in major markets throughout the U.S.  Previously, Ms. Guggenheim was Co‐Founder and Chief Investment Officer of Ladder Capital.  Ms. Guggenheim’s prior experience includes positions at Dillon Read Capital Management, UBS, Bear Stearns and Credit Suisse.  Ms. Guggenheim serves on the ULI Board of Trustees, Board of Governors of CREFC as well as several charitable foundations.  Ms. Guggenheim has a MBA from the Wharton School and a BA from Swarthmore College.

  • CRE Finance Emerging Issues: Climate Change and ESG Impacts on CRE


    Speaker(s)

    DeAnne Reed, Assistant Vice President, Real Estate Investment, Pacific Life Insurance Company

    Gregg Gerken, Executive Vice President and Head of Commercial Real Estate, TD Bank Commercial

    Tony Liou, Founder and President, Partner Energy

    Michael Berman, CMB, President & CEO, M&T Realty Capital Corporation

    Erin Stafford, Managing Director, CMBS, DBRS Morningstar

    Read more Read less

    As time passes and a new administration gets settled into Washington, D.C., the commercial real estate industry's dialogue and landscape is shifting with respect to all things green, environmental/social governance (ESG) and climate change. This holds true whether discussing green lending programs, significant insurance market changes, policy/regulatory landscape at all levels or simply building owners crafting strategies to win tenants and drive investor returns. This dialogue explores these evolving topics, how the market is preparing for an increased focus on ESG and the outlook for these various issues as they pertain to commercial and multifamily real estate finance.

    Speaker(s)

    DeAnne Reed, Assistant Vice President, Real Estate Investment, Pacific Life Insurance Company

    DeAnne Reed is an Assistant Vice President in the Real Estate Investment area at Pacific Life Insurance Company where she oversees the Portfolio Operations and the Construction Loan Management teams.  Under her direction, Portfolio Operations is responsible for a wide variety of servicing services while the Construction Loan Management team provides construction loan administration and property inspections for the Pacific Life construction loan portfolio.  DeAnne is an active member of the MBA including mPower, the ST Planning committee, a frequent speaker at conferences on management & leadership development and is a graduate of the MBA Future Leaders program.   She is passionate about the environment and has been active in exploring ESG for the Pacific Life Real Estate Investment area.  DeAnne sits on the Diversity, Equity and Inclusion council at Pacific Life.  She graduated Cum Laude with a B.A. degree in organizational leadership from Chapman University.

    Gregg Gerken, Executive Vice President and Head of Commercial Real Estate, TD Bank Commercial

    Gregg Gerken is the Head of Commercial Real Estate for TD Bank, America's Most Convenient Bank.  Gregg is responsible for a $20 Billion Investment Real Estate portfolio and a $2 Billion LIHTC Equity portfolio serving regional, Institutional Real Estate clients. He has over 32 years of banking experience, spending over 20 years in the real estate industry.  Gregg Gerken joined TD Bank. America's Most Convenient Bank in 1997 as the Senior Lender for the Northern Region.  In 1998 he was promoted to Senior Vice President and Market Manager for TD Bank.  In 2008 he was promoted to the North Market President of TD Bank, responsible for the Commercial and Retail Banking functions in Bergen, Passaic, and Hudson Counties, New Jersey & Rockland County, New York. In August 2009, Gregg was promoted as Co-Director of Commercial Real Estate for TD Bank and in October 2010, Gregg was announced as the Head of Commercial Real Estate for the bank.  Prior to joining TD Bank, Gregg’s responsibilities included Real Estate Lending in New Jersey for Fleet Bank, National Westminster Bank & Citizens First National Bank, which were combined through mergers.  He held positions of increasing responsibility including Team Leader-Real Estate Lending and was Real Estate Division Manager.  Gregg currently serves as Vice Chairman of the Mortgage Bankers Association (MBA) Capital Council and CREF/MF Council Chairs Committee. This year he will serve as the outgoing Chairman for the Senior Bankers Executive Roundtable Committee and a member of the MBA's HVCRE Committee. Gregg is also a member of the Real Estate Roundtable's Real Estate Capital Policy Advisory Committee (REPAC), and the Homeland Security Task Force Committee.  He served on the Executive and Development Committee for the New Jersey chapter of the Susan G. Komen® Breast Cancer Foundation and serves on the Board of Theatre Square Development for the New Jersey Performing Arts Center. He also volunteers for the Big Brothers Big Sisters of New York City.  Gregg ran in his third Boston Marathon on April 21, 2014. Gregg graduated from Ohio University with an International Business and Political Science degree.

    Tony Liou, Founder and President, Partner Energy

    Tony Liou is the founder and President of Partner Energy, a consulting company that helps clients identify, capitalize and implement energy efficiency and sustainability projects that meet business goals.  Tony has worked for 20 years in real estate, energy efficiency and sustainability industry. He is personally committed to expanding sustainability and resiliency in CRE. He is also an advocate for energy efficiency programs and sustainable building practices that add value for managers and owners of commercial real estate (CRE) assets.  Tony has an MBA from University of Southern California and a B.S. in Mechanical Engineering from Cornell University.

     

    Michael Berman, CMB, President & CEO, M&T Realty Capital Corporation

    Erin Stafford, Managing Director, CMBS, DBRS Morningstar

    Erin Stafford is a Managing Director with DBRS, Inc. in the commercial mortgage-backed securities (CMBS) group responsible for DBRS CMBS ratings activity in the U.S. and Canada. Prior to being appointed Head of North American CMBS in 2009, she managed CMBS surveillance for DBRS-rated transactions and commercial mortgage servicer evaluations.  Ms. Stafford has over 20 years of experience working at rating agencies in the CMBS industry. Prior to joining DBRS, Ms. Stafford was with Fitch Ratings in the CMBS group with a focus on monitoring ratings of existing CMBS transactions. She has served as a co-chair of the Post Securitization committee of the CRE Finance Council (formerly CMSA) and as Chair for the Servicer's Forum of the CRE Finance Council. Industry work for the CRE Finance Council also includes a White Paper on Canadian Defeasance and conducting IRP Tutorials as part of the Council's educational initiatives. Erin has also served as Chair of the International Committee for the Mortgage Bankers Association (MBA) and currently serves as a member of the board of governors (COMBOG).

  • CRE Servicing and Asset Management: Anticipating the Divide - Transition from Closing to Servicing


    Speaker(s)

    Julie Lange, Mortgage Portfolio Advisor, Securian Financial

    Crystal Kalinowski, CCMS, Managing Director, District Capital LLC

    Heidi Rua, Managing Director and Co-Head of GSE Closing, Newmark Knight Frank

    Blake Rudolph, Vice President, Servicing, PGIM Real Estate Loan Services

    Sheri Perkins, Investment Professional, Nationwide Life Insurance Company

    Read more Read less

    Often individuals originating and closing a deal are not engaged with those who will ultimately service the loan—leading to issues down the road. How can we help better facilitate this process from both a 3rd party and lender servicing perspective? What happens to documents used in the closing process, and how can closers best manage and deliver those documents to the servicing side (i.e. masters, forms, templates, etc.). How and who handles post-closing item obligations? When possible, how can we better intertwine the two teams from inception and onward?

    Speaker(s)

    Julie Lange, Mortgage Portfolio Advisor, Securian Financial

    I began working in the mortgage industry in 2015 as a Commercial Mortgage Loan Closer for Securian Asset Management. During my four years in that role, I was also involved in multiple process-improvement projects, including the implementation of a new database system and document management system.  As of May 2019, I have held the role of Mortgage Portfolio Advisor, serving on the Loan Management team. In this role, I am responsible for managing multiple types of Servicing requests related to our loan portfolio, performing portfolio analysis and reporting, and interfacing with our correspondent servicers.

    Crystal Kalinowski, CCMS, Managing Director, District Capital LLC

    As District Capital’s Managing Director, Crystal wears many different hats.  She uses her extensive experience and knowledge of the mortgage banking process to create a bridge between lenders & borrowers.  She does this by shepherding loans from application process all the way through to servicing for the life of the loan.  Throughout her career she has been very active with the MBA.  She has served as Chair of the Servicer Council Board and has led numerous committees.  She also was an integral part of creating the Certified Commercial Mortgage Servicing designation.  Obsessed with making the loan servicing process more manageable for both lenders and borrowers alike, she is focused on creating a roadmap to help borrowers navigate post-closing loan issues.

    Heidi Rua, Managing Director and Co-Head of GSE Closing, Newmark Knight Frank

    Heidi Rua is an experienced and noteworthy leader in the multifamily closing space with over 15 years in the industry. Driven by her passion for operational excellence, she takes pride in providing the best client experience possible. As Co-Head of GSE Closing for Newmark, her goals include to promote diversity and inclusion within CREF and the use of new technology to improve the organizational effectiveness of the company.

    Blake Rudolph, Vice President, Servicing, PGIM Real Estate Loan Services

    Blake Rudolph is the Vice President of Servicing for PGIM Real Estate Loan Services, the asset management and servicing group of PGIM Real Estate.  In this role, his responsibilities encompass all related servicing functions associated with the various portfolios including the management and monitoring of reserve reimbursements, new loan set up, payoff calculations, delinquency monitoring, collateral management, cash management and tax and insurance administration.  Since joining PGIM Real Estate Loan Services in 2001, Blake has served in various roles.  Prior to Prudential, Blake was the Tax Administration Team Lead for BNY Asset Solutions.  During his tenure at BNY Asset Solutions, his responsibilities included loan escrow analysis, tax payment disbursement, loan reconciliation and collection of borrower financial information.  Blake also monitored delinquency and performed credit analysis on troubled assets.  Blake has over 25+ years in the residential and commercial mortgage servicing industries.

    Sheri Perkins, Investment Professional, Nationwide Life Insurance Company

    Sheri Perkins is a Senior Investment Professional with Nationwide Life Insurance Company, leading the commercial mortgage loan closing team.  Sheri is primarily responsible for the day to day closing functions, which includes approval of commercial loan documentation on new loan closings, assist closing team with Borrower requested loan negotiations, workflow management of the closing team, managing third party vendors and a network of regional counsel, and managing the process for updating the standard loan documents.  She has over 23 years of commercial real estate experience and has been with Nationwide for 20 of those years.  She has held many positions with Nationwide’s Real Estate team including Loan Closing, Due Diligence, Asset Management and Capital Markets

  • Closing Session: mPact Leadership Lean In: Demographic Shifts and Building Leadership Across the Organization


    Speaker(s)

    Michelle Waterman, Associate, IBorrow

    Brian Pounds, 2021 mPact Servicing Advisory Chair and AVP, Loan Portfolio Manager and Portfolio Management, NorthMarq

    Jan Sternin, CMB, Senior Vice President, Managing Director, Berkadia

    Joseph Lovell, Executive Vice President and Chief Operating Officer, Grandbridge Real Estate Capital LLC

    Michael Heagerty, Principal & Chief Financial Officer, Gantry

    Joni Brown-Haas, Head, Real Estate Loan Services, PGIM Real Estate

    Read more Read less

    Demographic shifts in the workplace are transforming strategies, teams, and industries. In the commercial real estate and multifamily industry, it is imperative that managers embrace the new wave of rising leaders on their teams while continuing to leverage the talent, experience, and knowledge of more experienced employees. Nurturing young professionals, learning from them, and helping them grow through professional development and coaching is important for organizations as well as the industry. In this interactive session, panelist from different stages of their commercial real estate career discuss ways to ensure young professionals are engaged and well-prepared to take on leadership responsibilities.

    Speaker(s)

    Michelle Waterman, Associate, IBorrow

    Brian Pounds, 2021 mPact Servicing Advisory Chair and AVP, Loan Portfolio Manager and Portfolio Management, NorthMarq

    Brian Pounds, Assistant Vice President / Loan Portfolio Manager – Portfolio Management, is responsible for overseeing a team of intermediate and senior level Loan Portfolio Analysts handling all asset management related functions for a portfolio of over 900 Life Insurance Company loans for lenders such as Nationwide, Allstate, Allianz and Apollo. Within the Portfolio Management department, Brian manages oversight of portfolio compliance with servicing agreements, loan documents and various lender requirements. Daily activities include client relationship management, oversight of credit and other asset management transactions, financial statement analysis, payoffs and reserve escrow administration.

    Jan Sternin, CMB, Senior Vice President, Managing Director, Berkadia

    Ms. Sternin is responsible for business development across the servicing platform as well as industry relations. Prior to joining Berkadia, she was responsible for business development, marketing and
    communications for Situs. Additionally, Ms. Sternin previously served as Senior Vice President of Commercial and Multifamily for the Mortgage Bankers Association and CEO of MISMO, the MBA’s
    technology initiative for creating uniform data standards for the real estate finance community.  Previously, Ms. Sternin held the position of Senior Vice President at Midland Loan Services responsible
    for marketing and sales activities. Ms. Sternin has worked with numerous governmental agencies including the Resolution Trust Corporation, Office of Thrift Supervision, Federal Savings and Loan
    Insurance Corporation, and the Federal Home Loan Bank System. Ms. Sternin currently serves on the Commercial Real Estate Finance Council Board of Governors. Ms. Sternin earned a B.S. in Business
    Administration, and an M.B.A. from the University of Missouri at Kansas City. Ms. Sternin also holds the Certified Mortgage Banker designation.

    Joseph Lovell, Executive Vice President and Chief Operating Officer, Grandbridge Real Estate Capital LLC

    Joseph Lovell (“Joe”), Executive 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 Grandbridge’s operational groups that include third party loan closing, appraisal and third party report administration, audit/compliance, regulatory risk, financial reporting, treasury functions, IT and business systems where he is tasked with appropriately mitigating operational risk; maintaining adequate staffing; effectively addressing outlier performance; and ultimately achieving performance goals.  As an original associate of Grandbridge, Joe spent the first part of his 26+ 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 $30 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 having served in many capacities, most recently as the Chair of the Servicer Council as well as the Chair of the Servicing and Technology Conference Planning Committee.  Joe is a member of the Grandbridge's Board of Managers and the company's Senior Leadership Team.

    Michael Heagerty, Principal & Chief Financial Officer, Gantry

    Michael Heagerty is a Principal and Chief Financial Officer for Gantry. 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 Gantry’s platform including operational, recruiting, and technology initiatives that strive to improve the company’s loan production and servicing capabilities. Since forming Gantry’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 $16BB in loans.

    Joni Brown-Haas, Head, Real Estate Loan Services, PGIM Real Estate

    She leads a team of 145+ professionals responsible for all servicing and asset management operations related to PGIM Real Estate’s loan servicing portfolio across multiple capital sources valued at $115.2 billion as of December 31, 2020. Assets under management include Fannie Mae, Freddie Mac, FHA, Ag, international and the company’s general account.  Joni joined Real Estate Loan Services  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), is the COMBOG Servicer Council Chair, MBA and serves on the Commercial Certified Mortgage Servicer (CCMS) Qualifications Committee, MBA.

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