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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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Tuesday, January 29, 2019

  • Registration

    Location: Market Street Foyer,
    Street Level

  • Continental Breakfast

    Location: Grand Ballroom Foyer & Market Street Foyer,
    Street Level

  • Exhibit Area Open

    Location: Grand Ballroom Foyer & Market Street Foyer,
    Street Level

  • Opening General Session: An Unconventional Method of Business and Team Leadership

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

    Bill Cosgrove, CMB, 2015 MBA Chairman, Chief Executive Officer, Union Home Mortgage Corporation

    Christopher M. George, 2019 MBA Chairman, President & Chief Executive Officer, CMG Financial

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Bob Myers, General Manager, Golden State Warriors, 2018 NBA Champions

    Read more Read less

    Industry leaders Bill Cosgrove, Chris George and Bob Broeksmit provide perspective on the opportunities and challenges IMBs may face in the year ahead, including what’s happening in the market as well as in Washington.

    Following the opening remarks, MBA’s Chairman Chris George interviews the General Manager of the Golden State Warriors, Bob Myers. Through personal anecdotes and real-life examples, Myers, describes how he transformed a dying NBA franchise into a championship winning team. A Bay area native, he also shares his personal story of growth and triumph, going from NCAA champion, to one of the most respected sports agents in the industry, to now becoming one of the most successful top executives in professional sports. Myers details the advantages of his own approach to management which he calls “collaborative decision-making,” honed from his years leading teams both on and off the court. Learn how to utilize Myer’s unique leadership style in your own organization to forge better teams and create a winning culture.

    Speaker(s)

    Bill Cosgrove, CMB, 2015 MBA Chairman, Chief Executive Officer, Union Home Mortgage Corporation

    Bill Cosgrove, served as the 2015 Chairman of the Mortgage Bankers Association. Bill Cosgrove is the Owner and CEO of Union Home Mortgage Corp. headquartered in Strongsville, Ohio in the Greater Cleveland area. His mortgage banking career began in 1986 as a residential loan officer. In 1994 Mr. Cosgrove joined Union National Mortgage Co. and in 1998 was named President. Mr. Cosgrove purchased and became 100% stockholder of the company in 1999. In 2010.The name of the company was changed to Union Home Mortgage Corp. In 2007 Bill served as president of the Ohio MBA and in 2015 was the Chairman of the national Mortgage Bankers Association, becoming the first person from Ohio to serve the industry in both capacities. Previously, he served as chairman of MBA’s MORPAC Committee, MBA Board of Governors, and been a long-time member of the MBA Board of Directors. Awards include the distinguished Hoddup Award for his many contributions to the Ohio Mortgage Bankers Association, The National Mortgage Bankers Associations Burton C. Wood, National Legislative Service Award and the prestigious Andrew Woodward Distinguished Service Award, the highest honor bestowed on an individual member of MBA. Mr. Cosgrove has testified on behalf of the industry before Congress, House Financial Services and Senate Banking Committees and the Ohio House of Representatives. He has been interviewed by national publications, The Wall Street Journal, New York Times, USA Today, numerous trade publications, national and local news networks.

    Christopher M. George, 2019 MBA Chairman, President & Chief Executive Officer, CMG Financial

    Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) 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.

    Bob Myers, General Manager, Golden State Warriors, 2018 NBA Champions

    Bob Myers is in his sixth year as General Manager of the NBA’s Golden State Warriors. In 2018, the Warriors won the NBA Championship for the third time in four years. In 2017, Myers himself was named the NBA Executive of the Year for the second time in two years. He was first awarded that title in 2015 for building a roster that won a franchise-record 67 regular-season games and culminated in winning the 2015 NBA Championship – the team’s first title in 40 years. The Warriors finished with a combined 83 victories in the regular season and postseason, the third-most wins in NBA history. Myers also won a championship as a player, having been a member of the UCLA Bruins’ squad that captured the NCAA title in 1995.  

    Myers was named General Manager on April 24, 2012. During his first three seasons as GM, Myers assembled teams that earned four straight trips to the NBA Playoffs, marking the first time the Warriors earned four consecutive postseason berths since 1949-52. In fact, prior to the last three seasons, the club had only made the playoffs once in the previous 18 years. Golden State’s 191 regular-season victories over the last three seasons represent the team’s most wins in a three-year stretch in franchise history.

    Before joining the Warriors, Myers spent the previous five years at Wasserman Media Group (WMG), one of the largest global sports and entertainment companies in the world. As managing executive, Myers represented a client list of nearly 20 NBA players in their team and endorsement contracts. With a well-earned reputation as one of the top player agents in the NBA, Myers was a recipient of the presti- gious “40 under 40” Award in 2011, presented annually by the Sports Business Journal to the 40 most influential sports executives under the age of 40.



  • Refreshment Break in the Exhibit Area

    Location: Grand Ballroom Foyer & Market Street Foyer,
    Street Level

  • General Session: Politics and Policy

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

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

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    MBA’s Chief Lobbyist, Bill Killmer, provides a succinct analysis of the makeup of the newly-installed 116th Congress (including committee leaders), as well as the reshuffling of the political deck at key regulatory agencies – and explains what it may mean for housing policy decisions that could impact your business in the coming year.

    Speaker(s)

    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 over twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry's legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA's outreach to Congress, and is a regular guest speaker on the intersection of politics, policy, and industry issues.  Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. 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.

  • General Session: Partnering in Government Lending 2019

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

    Maren Kasper, Executive Vice President, Ginnie Mae

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    Jeffrey F. London, Director, Loan Guaranty Service, U.S. Department of Veterans Affairs

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    Hear updates from the Federal Housing Administration (FHA), Ginnie Mae, Veterans Affairs (VA) and Rural Housing Service (RHS) on their major programs and initiatives, including what they have planned for 2019. These important government partners will discuss ways to utilize their programs to reach key borrower segments.

    Speaker(s)

    Maren Kasper, Executive Vice President, Ginnie Mae

    Maren Kasper joined Ginnie Mae as Executive Vice President in June, 2017. She oversees all aspects of business and policy development related to Ginnie Mae’s daily operations.  Ms. Kasper most recently served as a Senior Advisor in the Office of the Secretary at the Department of Housing and Urban Development (HUD). She advised the Secretary on a broad range of housing and community development strategic priorities – ranging from housing finance and the securitization market, to public housing and budget initiatives. Prior to joining HUD, Maren served as a Director at Roofstock, a real estate tech company based in Oakland, California. While at the company, Maren led efforts focused on business development and fund management. Before joining Roofstock, Maren worked for Dwell Finance, a Blackstone-owned real estate lender, and Wells Fargo Securities, Equity Research.

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    Eddy Perez is the co-founder of Equity Prime Mortgage LLC. Perez is a seasoned professional with experience holding multiple executive level positions. He has personally closed over 3,000 loans since entering into the mortgage business. As President of Equity Prime Mortgage, his responsibilities include overseeing sales, EPM’s growing diversity initiative, capital markets, finance and marketing.

    Jeffrey F. London, Director, Loan Guaranty Service, U.S. Department of Veterans Affairs

    Jeffrey F. London is the Director of the Loan Guaranty Service (LGY) at the U.S. Department of Veterans Affairs (VA). He directs the national loan program responsible for helping veterans obtain mortgages to purchase homes, adapt homes to accommodate certain service-connected disabilities, retain their homes if they experience financial difficulties, as well as the program that sells REO properties acquired through this process. Previously, Jeff served as the Deputy Director of the VA home loan program and Assistant Director for Oversight. Prior to joining VA, Jeff was a District Manager for ConocoPhillips Corporation and was responsible for corporate retail operations in Pennsylvania and Delaware.

  • Networking Lunch

    Location: Upper / Lower Atrium,
    Atrium Lobby Level

  • General Session: Mortgage Market Outlook for IMBs

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

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

    Marina B. Walsh, Vice President, Industry Analysis Research and Economics, Mortgage Bankers Association

    Read more Read less

    MBA’s Research team provides the latest analysis of current economic, housing market and mortgage market trends, with a focus on lender profitability and other business metrics. Get the latest forecast for the industry, including the various forces impacting the market and what they might mean as you develop your business strategy for 2019 and beyond.

    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.

    Marina B. Walsh, Vice President, Industry Analysis Research and Economics, Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey. In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences. Walsh was named to HousingWire's "2016 Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate. Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ.

  • Refreshment Break in the Exhibit Area

    Location: Grand Ballroom Foyer & Market Street Foyer,
    Street Level

  • Business Operation and Compliance Track: Managing LO Comp to the Bottom Line

    Location: Bayview,
    Bay Level


    Speaker(s)

    Loretta Salzano, President, Franzen and Salzano, PC

    Lori Brewer, Founder and Chief Executive Officer, LBA Ware

    Lauren Patel, Human Resources Director, loanDepot.com, LLC

    Read more Read less

    Declining margins, evolving roles requiring new skillsets and regulations complicating the compensation of LOs, all pose new challenges to staffing a mortgage business. Retaining top talent now may not be sustainable in the long-term. Right-sizing now may risk future growth. Learn about staffing and compensation headaches from both a business and legal perspective, and potential regulatory relief on the horizon.

    Speaker(s)

    Loretta Salzano, President, Franzen and Salzano, PC

    Loretta Salzano founded Franzén and Salzano in 1997 after serving as in-house counsel to financial institutions. Loretta is also a founder of ComplyShare, a quality control and compliance company. Loretta advises banks, mortgage lenders, real estate brokers, title agents and other settlement service providers on how to increase their business while remaining within the confines of the laws of all 50 states and federal law including, but not limited to, TILA, RESPA, ECOA and HMDA. Loretta advises her clients regarding fair lending, compensation, marketing, licensure, fees, disclosures, reporting, and other matters related to their products and services. She drafts and negotiates contracts, including service agreements, compensation agreements, loan purchase and sale agreements and warehouse documents. Loretta also assists clients in responding to regulatory examinations. Loretta was named a Top Compliance Lawyer by Mortgage Compliance Magazine, is a Fellow of the American College of Consumer Financial Services Attorneys and serves as Legal Counsel to the Mortgage Bankers Association of Georgia and to Rainbow Village, a transitional housing program. She is active in many industry and professional associations and frequently speaks on lending issues.

    Lori Brewer, Founder and Chief Executive Officer, LBA Ware

    LBA Ware™ Founder and CEO Lori Brewer is an accomplished entrepreneur and technology leader who has manifested her forward-thinking visions into the development of over 25 FinTech enterprise applications including CompenSafe™, the premier incentive compensation and sales performance management platform for mortgage lenders. As an officer in the U.S. Air Force, she wrote the first website for the C-130 Hercules System Program Office. Following the conclusion of her military service, she was hired as a software developer by a mid-sized independent mortgage lender and has never looked back. Over her 20+ year tenure in the industry, Brewer has become an indispensable technology resource and significant contributor to the body of research shaping the current industry conversation around loan originator compensation.

    Lauren Patel, Human Resources Director, loanDepot.com, LLC

    Lauren Patel is the Director of Human Resources for loanDepot. She and her team partner with over 2,000 sales executives, managers and individual contributors in a multi-state environment. Over the last 2 years, she has been focused on designing and rolling out competitive compensation plans and tools for Originators to Senior Executives. In addition to compensation, Lauren drives business objectives by using HR Analytics. She has created customized leadership development programs, streamlined the off-boarding process, delivered employee surveys and leveraged technology to maximize the employee experience. Prior to loanDepot, Lauren spent over 10 years working in HR leadership roles at Oracle, Sage Software and MCI. She holds her BA in Communication from the University of Arizona and is a certified Predictive Index Advisor.

  • Innovation and Strategy Track: Ten Things Your Mortgage Company Must Do to Come Out Ahead in 2019

    Location: Seacliff,
    Bay Level


    Speaker(s)

    Michael D. McAuley, Principal, Garrett, McAuley & Co.

    Joe Garrett, Principal, Garrett, McAuley & Co.

    Read more Read less

    Attend this session for a top ten list of strategic initiatives to implement in 2019 to keep your company ahead in a lean market. These specific and actionable suggestions will help you and your team focus on how to increase revenues, control costs, and better manage risk, not only in 2019, but every year thereafter.

    Speaker(s)

    Michael D. McAuley, Principal, Garrett, McAuley & Co.

    Michael D. McAuley is a Principal of Garrett, McAuley & Co., a banking and mortgage banking consulting firm that “helps lenders increase revenues, control costs and better manage risk.”  Mike has more than twenty years of commercial banking experience in financing mortgage bankers, homebuilders, and related firms, most recently at JP Morgan Chase. Mike is an acknowledged expert in the field of mortgage banking and warehouse lending, and he consults with banks, mortgage bankers, credit unions, and regulators.  He focuses on assisting mortgage bankers with improving their strategies, finances, compliance, secondary marketing, and operations.  Mike is a past chairman of the RMA Warehouse Lenders Roundtable; member of the Warehouse Lending Subcommittee at the Texas Mortgage Bankers Association; and a Graduate with Distinction, Willis Bryant Award finalist, and Lecturer at the School of Mortgage Banking.

    Joe Garrett, Principal, Garrett, McAuley & Co.

    Joe Garret is a principal at Garrett, McAuley & Co. Joe has been in the banking and mortgage banking industry since 1977, with most of his experience being within FDIC-insured banks. He has served on the Board of Directors of four banking institutions and served as Chairman and CEO of two of them. He also taught Real Estate Finance at the University of California, Berkeley.

  • Refreshment Break in the Exhibit Area

    Location: Grand Ballroom Foyer & Market Street Foyer,
    Street Level

  • General Session: TechLive - Technology Solutions for the Mortgage Lifecycle

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

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

    Lori Brewer, Founder and Chief Executive Officer, LBA Ware

    Joe Langner, Chief Executive Officer, Blue Sage Solutions

    Marcos Carvalho, Co-Founder and Chief Revenue Officer, NestReady

    Aaron King, Chief Executive Officer and Founder, Snapdocs

    Xander O'Han, Manager, Enterprise Accounts, Plaid

    Jeffrey Axelrod, Group Executive, Riivos

    Read more Read less

    Don’t miss this session featuring demonstrations showcasing the latest technology that solves common business problems and creates new opportunities. Learn from providers, experts and peers about solutions across the mortgage lifecycle, from lead management to post-closing. Take part by providing feedback, asking questions, and participating in live polling. You’ll leave inspired by the opportunities to digitally transform your company.

    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.

    Lori Brewer, Founder and Chief Executive Officer, LBA Ware

    LBA Ware™ Founder and CEO Lori Brewer is an accomplished entrepreneur and technology leader who has manifested her forward-thinking visions into the development of over 25 FinTech enterprise applications including CompenSafe™, the premier incentive compensation and sales performance management platform for mortgage lenders. As an officer in the U.S. Air Force, she wrote the first website for the C-130 Hercules System Program Office. Following the conclusion of her military service, she was hired as a software developer by a mid-sized independent mortgage lender and has never looked back. Over her 20+ year tenure in the industry, Brewer has become an indispensable technology resource and significant contributor to the body of research shaping the current industry conversation around loan originator compensation.

    Joe Langner, Chief Executive Officer, Blue Sage Solutions

    Joe Langner, CEO of Blue Sage, is responsible for establishing the Blue Sage platform as the industry’s technology of choice for direct lenders, retail lenders, wholesale lenders and correspondent lenders. A mortgage technology veteran, Joe was former chief operations officer at Ellie Mae and prior to that, he served as president of PCLender. Joe has more than 25 years of executive experience in the financial services and software industries, leading organizations ranging from start-ups to $900-million business units. He has consistently delivered increased revenue and market share in major industries. Joe’s expertise includes mortgage lending, product development, mobile applications and data mining.

    Marcos Carvalho, Co-Founder and Chief Revenue Officer, NestReady

    Marcos Carvalho is a serial entrepreneur who has over 15 years of experience in the real estate, mortgage, and technology industries.  He is a technology advocate who founded several tech companies with a vision and passion for transforming the homebuying experience for lenders, realtors, and homebuyers. Before founding NestReady, Marcos launched Navut, the first online relocation platform using big data and proprietary matchmaking algorithms to connect people to their ideal neighborhoods and the most suitable local real estate agents.  NestReady was then created following the demand of some of the largest financial institutions in North America for superior engaging solutions that would put lenders at the center of homebuying and provide actionable insights on their client’s journey.  As NestReady’s Chief Revenue Officer, Marcos’ mission is to empower mortgage companies, banks, and credit unions with their own end-to-end homebuying solution.

    Aaron King, Chief Executive Officer and Founder, Snapdocs

    Aaron King started working in the mortgage industry when he was a senior in high school. He obtained his notary license at 18, and founded a nationwide notary signing service when he was 21.   In 2013, Aaron founded Snapdocs, a technology company focused on perfecting mortgage closings. Snapdocs enables lenders and their settlement partners to bring the mortgage closing process online, creating a beautiful digital experience for their consumers.

    Xander O'Han, Manager, Enterprise Accounts, Plaid

    Xander O'Han manages Plaid's relationship with Enterprise customers across a diverse range of industries, with a specific focus on financial services and lending. Plaid is the leader in bank account linking solutions within the fintech industry, with customers including Venmo, Goldman Sachs, Square, and MoneyLion. With a recent $250M funding round, Xander is charged with helping drive Plaid's push into mortgage, enabling companies to leverage Plaid's products to digitize the application process and enhance the customer experience.

    Jeffrey Axelrod, Group Executive, Riivos

    Jeffrey Axelrod has 25 years of experience in the fintech and software spaces. He has had pivotal roles on management teams at multiple fintech companies and is an industry expert in the financial management of asset allocator firms. Prior to Riivos, Jeffrey served as CEO and founder of Cogency, a software company providing a partnership and portfolio accounting solution to the asset management space. Jeffrey was the architect of the Cogency product, which is being used by some of the largest asset allocators to manage over $100B in assets, and led Cogency to a successful acquisition by Backstop Solutions Group. As CTO at Backstop, he continued to drive the Cogency product and was responsible for all aspects of the SaaS technology and product development stack. Jeffrey has spoken often at conferences and seminars on topics such as liquidity, cash management, investor fee strategies, and the complexities of managing a multi-asset class portfolio.