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Arrive early and attend MBA's Mergers & Acquisition Workshop on January 28, 2019. This is a pre-conference event offered exclusively to IMB Conference attendees. View the workshop agenda and register here.

Schedule subject to change.

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

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Monday, January 28, 2019

  • M&A Pre-conference Workshop: Session I - Current M&A Landscape: An Interview with Jay Bray

    Location: Garden Room,
    Atrium Lobby Level


    Speaker(s)

    Jeffrey M. Levine, Managing Director, Houlihan Lokey

    Jay Bray, Chairman, President and Chief Executive Officer, Mr. Cooper

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    Start your day with the macro-view of the M&A landscape followed by an in-depth look at M&A transactions from the perspective and experience of Jay Bray, Chairman, President and Chief Executive Officer at Mr. Cooper. What was attractive about recent deals? How long was the courting period from start to finish? Describe the due diligence process. What other parties and stakeholders got involved and were there roadblocks? How have you melded cultures and kept your best employees?

    Copy and paste this URL into your web browser to register for the M&A Workshop:

    https://www.mba.org/store/events/conferences-and-meetings/mergers-and-acquisitions-workshop

    Questions? Contact the MBA Registration Team at meetings@mba.org for registration questions. 

    Speaker(s)

    Jeffrey M. Levine, Managing Director, Houlihan Lokey

    Mr. Levine is Co-Head of Houlihan Lokey’s Financial Institutions Group and a member of the firm’s Management Committee. He has nearly 30 years of investment banking experience in financial services, involving more than 125 corporate transactions, with a focus on the mortgage finance industry. He is based in Houlihan Lokey’s Miami office.  Previously, Mr. Levine was a partner and board member of Milestone Advisors, which was acquired by Houlihan Lokey in 2012.  Mr. Levine covers mortgage finance companies and REITs nationally as well as depositories in Florida and the Southeast U.S., where he assists clients in mergers and acquisitions and capital markets initiatives. One of the most active advisors in the mortgage banking M&A industry, Mr. Levine has completed more than 125 corporate transactions in his career and is a frequent lecturer and author in the financial services and mortgage industry. Representative clients include Apollo Bank, Apollo Commercial Real Estate Finance, Bayview Financial, CIT Bank, First Tennessee Bank, MetLife, Inc., New York Mortgage Trust, Royal Bank of Canada, TIAA-CREF, Washington Mutual, and Wells Fargo Home Loans.  Mr. Levine also has specific experience in the valuation and sale of related financial assets, such as loans and mortgage servicing rights.

    Jay Bray, Chairman, President and Chief Executive Officer, Mr. Cooper

    Jay Bray serves as the Chairman, President and Chief Executive Officer of Mr. Cooper Group. He also serves as President and CEO for Nationstar. Jay has also served in various leadership roles at Nationstar since joining the company in 2000.  Jay has nearly 25 years of experience in the mortgage servicing and originations industry. From 1988 to 1994, he worked with Arthur Andersen in Atlanta, Georgia, where he served as an audit manager from 1992 to 1994. From 1994 to 2000, Jay held a variety of leadership roles at Bank of America and predecessor entities, where he managed the asset backed securitization process for mortgage-related products, developed and implemented a secondary execution strategy and profitability plan and managed investment banking relationships, secondary marketing operations and investor relations. Additionally, Jay led the portfolio acquisition, pricing and modeling group at Bank of America.