Schedule

Schedule subject to change.

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

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Saturday, May 19, 2018

Sunday, May 20, 2018

  • Registration

    Location: 45th St. Registration Desk,
    5th Floor

    Registration

  • Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Belasco,
    5th Floor

    Press Event

  • Committee Meeting

  • SPECIAL SESSION: Executive Perspectives

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    Mike Weinbach, Chief Executive Officer, Chase Home Lending

    Susan T. Stewart, Chief Executive Officer, SWBC Mortgage

    Kristy Fercho, President, Mortgage Banking, Flagstar Bank, FSB

    David C. Schneider, AMP, Chief Executive Officer, Stearns Lending, Inc.

    Marcia M. Davies, Chief Operating Officer, Mortgage Bankers Association

    Special Session

    Read more Read less

    The mortgage industry continues to evolve as it adapts to the post-crisis regulatory environment, emerging technologies, and a profound shift in marketplace demographics. Meanwhile, major public policy issues like Housing Finance Reform remain unresolved, causing some mortgage investors to remain on the sidelines. Key industry leaders will discuss their different approaches to the challenges and opportunities in today’s mortgage market, including their outlook for the coming year.

    Speaker(s)

    Mike Weinbach, Chief Executive Officer, Chase Home Lending

    Mike Weinbach is the Chief Executive Officer of Chase Home Lending.  Chase is one of the largest U.S. providers of banking, lending, treasury, wealth management and investment services. Chase serves over 60 million households, including consumers, small businesses, mid-size companies, corporations, financial institutions, nonprofits and governments. Chase Home Lending is the second largest originator and servicer of residential mortgages in the U.S.  In Mike’s previous role as Head of Servicing, he managed a portfolio of 6.3 million mortgages representing a combined balance of more than $900 billion. He oversaw the servicing of performing loans, loan transfers and programs to help customers who may be struggling.  Prior to joining Home Lending, Mike was responsible for Sales in Consumer Banking and held a similar role in Business Banking. He also served as CFO for Consumer Banking and Product & Pricing CFO for Chase Auto Finance.  Prior to Chase, he operated a small business specializing in workforce motivational services and held senior roles at Citigroup in New York.

    Susan T. Stewart, Chief Executive Officer, SWBC Mortgage

    Susan Stewart joined SWBC in 1989 and serves as the Chief Executive Officer of SWBC Mortgage Corporation. Beginning with just 3 employees, Susan has grown the company to the over 615 individuals operating in 39 states with annual sales in excess of 3 billion and a servicing portfolio exceeding 9 billion. Additionally, she has guided the company through multiple acquisitions and the approval process to become an approved seller/servicer for both FNMA and FHLMC, and an approved GNMA issuer.  Susan received her BBA from the University of the Incarnate Word. She currently serves as a member of the board of the Mortgage Bankers Association, the MBA’s Residential Board of Governors, and the Open’s Doors Foundation. She is a past president of the Texas Mortgage Bankers Association and the San Antonio Mortgage Bankers. In addition, she was appointed to the Texas Mortgage Industry Advisory Committee by the Commissioner of the Texas Savings and Mortgage Banking Division. In 2009, Susan received the Texas Mortgage Bankers Distinguished Service Award.

    Kristy Fercho, President, Mortgage Banking, Flagstar Bank, FSB

    Kristy Fercho joined Flagstar Bank in September 2017 as president of Mortgage, with responsibility for the direction and oversight of all aspects of Flagstar’s mortgage business and its continued expansion. Flagstar originated more than $33 billion in home loans in the last 12 months.  Prior to Flagstar, Fercho was with Fannie Mae for 15 years, most recently as senior vice president, customer delivery executive, responsible for the end-to-end strategy and business performance of all single-family customers in the western United States, resulting in acquisition volume of over $300 billion. Her experience in the mortgage industry is broad and deep, covering mortgage originations, fulfillment, risk management, secondary marketing, servicing, technology initiatives and regulation.  Also at Fannie Mae, she served as a Human Resources executive, leading the company’s culture transformation, guiding its people strategy, and marketing and developing programs to improve the performance, diversity, and satisfaction of its workforce.  Prior to Fannie Mae, Fercho worked at PepsiCo. as Director of HR over worldwide co. programs for over 8 years.  Fercho serves on the board of directors of the Mortgage Bankers Association, as president of the board for Habitat for Humanity, Chicago, and chairman of the board for LIFT. MReport recognized her as one of the Top Women in Housing, and Diversity Journal listed her among its Women Worth Watching.

    David C. Schneider, AMP, Chief Executive Officer, Stearns Lending, Inc.

    David Schneider is Chief Executive Officer of Stearns Lending, Inc., a leading provider of mortgage lending services in the retail, wholesale, and strategic alliances sectors throughout the United States.  Mr. Schneider is an accomplished mortgage industry executive with a distinguished career spanning nearly three decades. Prior to joining Stearns, he served as the President of Ditech Financial where he oversaw mortgage originations and servicing operations. Mr. Schneider served in numerous executive leadership roles in mortgage lending, consumer lending, retail banking and corporate finance business, including Executive Vice President and Chief Operating Officer of Walter Investment Management, President and Chief Operating Officer of CitiMortgage, President of Washington Mutual Home Loans, Senior Vice President for Servicing Strategic Initiatives at JP Morgan Chase, and President and Chief Executive Officer of Vericrest Financial. 

    Marcia M. Davies, Chief Operating Officer, Mortgage Bankers Association

    Marcia M. 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. She is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). Marcia is also a member of Women in Housing Finance and the International Women's Leadership Association. In 2015, she was honored by HousingWire as one of its 2015 Women of Influence.

  • Opening Reception in THE HUB: Escape to Margaritaville

    Location: Westside Ballroom,
    5th Floor

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Monday, May 21, 2018

  • Press Room (Credentialed Media Only)

    Location: Belasco,
    5th Floor

    Press Event

  • Registration

    Location: 45th St. Registration Desk,
    5th Floor

    Registration

  • Continental Breakfast

    Location: Broadway Ballroom Foyer,
    6th Floor

    Breakfast,

    Networking Opportunities

  • Opening General Session: An Interview with Dave Stevens by FBN's Trish Regan

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    David H. Stevens, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Trish Regan, Anchor of The Intelligence Report, FOX Business Network (FBN)

    David Motley, CMB, 2018 Chairman, Mortgage Bankers Association, President of Colonial Savings, F.A.

    General Session

    Read more Read less

    Anchor of The Intelligence Report on FOX Business Network (FBN), Trish Regan will share her insights on the current industry and market issues affecting you and your business. Then, she'll will sit down with MBA’s President and CEO, David H. Stevens, CMB, for a retrospective on his history in the industry, recent developments and his upcoming retirement. Don't miss this top news anchor, multi-Emmy nominated journalist, and creator and host of CNBC's two most highly-rated documentaries 

    Speaker(s)

    David H. Stevens, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    David H. Stevens, CMB is President and CEO of the Mortgage Bankers Association (MBA). Prior to assuming this position, Dave served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD).  Dave has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Dave was President and COO of the Long and Foster Companies.   He is known inside the beltway as a key housing influential; serving as an industry authority on major mortgage finance legislative and regulatory issues. Dave is often quoted in the national and trade media and regularly appears on television and radio to offer insight on issues affecting the mortgage and housing markets.  In 2013, Dave received the National Association of Hispanic Real Estate Professionals (NAHREP) Founders Award, presented to individuals that have distinguished themselves by their work in support of sustainable Hispanic homeownership to improve the quality of life for Hispanics in America. He has been named to Bloomberg's "50 Most Powerful People in Real Estate" list, and twice recognized as one of the "Top 100 Most Influential Real Estate Leaders" by Inman News. Dave was also named to Mortgage Professional America's "The Hot 100 List."  He currently serves on the board of MBA Opens Doors Foundation, MBA's national 501(c) 3 nonprofit organization for philanthropic ventures, and as an advisory board member of the J. Ronald Terwilliger Foundation for Housing America's Families.

    Trish Regan, Anchor of The Intelligence Report, FOX Business Network (FBN)

    One of the most internationally recognized faces in business news, Trish Regan joined FOX Business Network (FBN) as the anchor of The Intelligence Report in April, 2015. Since joining, she has increased ratings by 250%, beating all business news competition. In November 2015, Regan, alongside FBN’s Sandra Smith, moderated the network’s inaugural Republican presidential primary debate, making history as the first dual-female team to host a debate. The event, which featured candidates earning less than 2.5 percent, delivered 4.7 million total viewers and 866,000 in the key 25-54 demo, making it one of FBN’s highest rated programs ever. Before starting at FBN, Regan was at Bloomberg where she served as the anchor of the daily market-close program, Street Smart with Trish Regan. While there, she also anchored a series of primetime specials, including the network’s 2012 Presidential campaign coverage. She joined the channel in 2011 and throughout her tenure interviewed some of the most prominent names in business, including: Virgin Group CEO Sir Richard Branson, World Bank President Jim Yong Kim, NSA Director Admiral Michael Rogers, activist investor Carl Icahn, former Secretaries of State Madeleine Albright and Condoleezza Rice, former President of the United States Bill Clinton, and CBS Corporation President and CEO Leslie Moonves. Prior to Bloomberg, Regan served as a markets and documentary anchor for CNBC where her “Marijuana, Inc.” special is still among the network’s highest rated documentaries. She was also a regular contributor to NBC’s Nightly News and the Today Show. She joined CNBC from CBS News in 2007, where her work as a financial correspondent for CBS Evening News earned her an Emmy nomination for investigative journalism. From 2001-2005, Regan was based in San Francisco where she served as a correspondent for CBS MarketWatch and anchored for the CBS affiliate, KPIX-TV. Regan spent time working in the emerging debt markets group at Goldman Sachs and at hedge fund DE Shaw while pursuing a degree in American History at Columbia University. She is a member of The Council on Foreign Relations and the author of Joint Ventures: Inside America’s Almost Legal Marijuana Industry, which was published in 2011.

    David Motley, CMB, 2018 Chairman, Mortgage Bankers Association, President of Colonial Savings, F.A.

    David Motley, CMB is the 2018 Chairman of the Mortgage Bankers Association and President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. David has been an active member of MBA for more than two decades and has served in a variety of leadership roles. Recognized for his service to the industry, David is a recipient of MBA's Andrew D. Woodard Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the Texas MBA since 1995.

  • COFFEE SPOT in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Networking Opportunities

  • GENERAL SESSION: An Update from Treasury

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    Craig Phillips, Counselor to the Secretary, U.S. Department of Treasury

    General Session

    Read more Read less

    Hear the latest information on the Administration’s priorities and Treasury Department’s recommendations on housing finance and regulatory reform and any proposed timelines for change.

    Speaker(s)

    Craig Phillips, Counselor to the Secretary, U.S. Department of Treasury

    Mr. Phillips joined the Treasury in January 2017 and serves as Counselor to the Secretary. He assists the Secretary in a range of matters including domestic finance, domestic financial institution policy and housing finance policy and regulatory reform.  Since 2008 Mr. Phillips served as a Managing Director and Member of the Global Operating Committee of BlackRock, Inc. Mr. Phillips was the global head of the Financial Markets Advisory Group in BlackRock Solutions which provided analytical and risk consulting services to a wide range of private and public sector organizations globally. Clients included central banks, banking supervisors and multi-lateral organizations around the world.  Mr. Phillips previously held leadership positions at Morgan Stanley and Credit Suisse First Boston where he managed global securitized product platforms.

  • Project Gravitas Trunk Show

    Location: Time Square,
    7th Floor

    mPower Event,

    Networking Opportunities,

    Special Event

  • THE HUB is Open

    Location: Westside Ballroom,
    5th Floor

    Exhibit Hours,

    HUB Event

  • Refreshment Break in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE MEETING SPOT: Q&A with Trish Regan

    Location: Westside Ballroom,
    5th Floor


    Speaker(s)

    Trish Regan, Anchor of The Intelligence Report, FOX Business Network (FBN)

    HUB Event

    Read more Read less

    Speaker(s)

    Trish Regan, Anchor of The Intelligence Report, FOX Business Network (FBN)

    One of the most internationally recognized faces in business news, Trish Regan joined FOX Business Network (FBN) as the anchor of The Intelligence Report in April, 2015. Since joining, she has increased ratings by 250%, beating all business news competition. In November 2015, Regan, alongside FBN’s Sandra Smith, moderated the network’s inaugural Republican presidential primary debate, making history as the first dual-female team to host a debate. The event, which featured candidates earning less than 2.5 percent, delivered 4.7 million total viewers and 866,000 in the key 25-54 demo, making it one of FBN’s highest rated programs ever. Before starting at FBN, Regan was at Bloomberg where she served as the anchor of the daily market-close program, Street Smart with Trish Regan. While there, she also anchored a series of primetime specials, including the network’s 2012 Presidential campaign coverage. She joined the channel in 2011 and throughout her tenure interviewed some of the most prominent names in business, including: Virgin Group CEO Sir Richard Branson, World Bank President Jim Yong Kim, NSA Director Admiral Michael Rogers, activist investor Carl Icahn, former Secretaries of State Madeleine Albright and Condoleezza Rice, former President of the United States Bill Clinton, and CBS Corporation President and CEO Leslie Moonves. Prior to Bloomberg, Regan served as a markets and documentary anchor for CNBC where her “Marijuana, Inc.” special is still among the network’s highest rated documentaries. She was also a regular contributor to NBC’s Nightly News and the Today Show. She joined CNBC from CBS News in 2007, where her work as a financial correspondent for CBS Evening News earned her an Emmy nomination for investigative journalism. From 2001-2005, Regan was based in San Francisco where she served as a correspondent for CBS MarketWatch and anchored for the CBS affiliate, KPIX-TV. Regan spent time working in the emerging debt markets group at Goldman Sachs and at hedge fund DE Shaw while pursuing a degree in American History at Columbia University. She is a member of The Council on Foreign Relations and the author of Joint Ventures: Inside America’s Almost Legal Marijuana Industry, which was published in 2011.

  • GENERAL SESSION: Housing Finance Solutions for the Long Term

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    John Hughes, Vice President, Federal Government Relations, USAA

    Bill Emerson, 2016 MBA Chairman and Vice Chairman, Rock Holdings Inc.

    Helen Kanovsky, General Counsel, Mortgage Bankers Association

    Gary Acosta, Co-Founder and Chief Executive Officer, The National Association of Hispanic Real Estate Professionals (NAHREP)

    Jaret Seiberg, Managing Director, Financial Services and Housing Policy, Cowen Washington Research Group

    Pete Mills, Senior Vice President, Residential Policy and Member Engagement, Mortgage Bankers Association

    General Session

    Read more Read less

    Regulatory reform, the future of the GSEs and FHFA transformation are three of the industry’s most critical issues at this time and play a defining role in our future housing policy. A panel of experts discuss the latest developments and likely next steps, including the potential for legislative action.

    Speaker(s)

    John Hughes, Vice President, Federal Government Relations, USAA

    John Hughes is USAA’s Vice President for Federal Government and Industry Relations, managing USAA’s federal advocacy team in Washington, DC. Prior to joining USAA, John was a managing director in The Glover Park Group’s government affairs division. John was a senior policy advisor to Congressman Steny H. Hoyer (D-MD) during his tenure as House Majority Leader and House Democratic Whip, handling financial services, housing finance and consumer protection issues. John also served as counsel to the House Financial Services Committee under then-Chairman Barney Frank (D-MA) and managing director of tax advocacy at the National Council of State Housing Agencies

    Bill Emerson, 2016 MBA Chairman and Vice Chairman, Rock Holdings Inc.

    Bill Emerson is Vice Chairman of Rock Holdings Inc., the parent company of Quicken Loans, the nation’s largest mortgage lender, and several other FinTech businesses. He is responsible for leadership, growth and culture development across the entire Rock Holdings portfolio. Most recently, Bill was Chief Executive Officer of Quicken Loans, a position he held for 15 years. Under his leadership, Quicken Loans became the second largest retail mortgage lender and has closed more than $400 billion of mortgage volume across all 50 states from 2013 through 2017. Bill joined Quicken Loans in 1993 as a Mortgage Banker. His passion and commitment for learning and growing, as well as his zeal for taking care of clients, helped him take on many roles at the company. J.D. Power has ranked Quicken Loans “Highest in Customer Satisfaction for Primary Mortgage Origination” in the United States for the past eight years, 2010–2017. The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for four consecutive years, 2014 through 2017, each year the company was eligible. Detroit-based Quicken Loans employs 17,000 team members. The company was ranked in the top-15 on FORTUNE magazine’s annual “100 Best Companies to Work For” list in 2018, and has been among the top-30 companies for the last 15 years. Computerworld Magazine also recognized Quicken Loans as one of the “100 Best Places to Work in IT” for the 13 years, ranking No. 1 for eight of the past 12 years, including 2017. Bill is an active spokesman for the housing industry and has testified before the United States Senate Committee on Banking, Housing and Urban Affairs and the House Financial Services Subcommittee on Financial Institutions and Consumer Credit. He served as Chairman of the Mortgage Bankers Association (MBA) for the 2015-2016 term and is the former Vice-Chairman of the MBA’s Residential Board of Governors. He is also a board member of the Financial Services Roundtable’s Housing Policy Council (HPC) and the HPC’s Executive Council. Bill is a member of the Board of Directors of Xenith, Inc., a football helmet company dedicated to advancing safety through innovation and education; the Detroit Economic Club; The Parade Company and the Skillman Foundation. Dedicated to his community, Bill has been the recipient of the ALS Association’s Iron Horse Award and the Salvation Army’s prestigious William Booth Award, the nonprofit’s highest honor. He also supports the Alzheimer’s Association Greater Michigan Chapter.

    Helen Kanovsky, General Counsel, Mortgage Bankers Association

    Helen R. Kanovsky is General Counsel at the Mortgage Bankers Association (MBA), where she oversees the association's internal legal affairs, compliance and human resources operations. Prior to joining MBA, Helen was the General Counsel at the U.S. Department of Housing and Urban Development. Previously, Helen served stints as General Counsel and Chief Operating Officer at the AFL-CIO Housing Trust, and as General Counsel at both GE Capital Management and Skyline Financial Services. Additionally, Helen worked in private practice and on Capitol Hill, where she served as Chief of Staff to then-Senator (and former Secretary of State) John Kerry.

    Gary Acosta, Co-Founder and Chief Executive Officer, The National Association of Hispanic Real Estate Professionals (NAHREP)

    Gary Acosta is the Co-Founder and CEO of the National Association of Hispanic Real Estate Professionals (NAHREP) and a 25 year veteran of the housing industry. NAHREP is the largest Hispanic business organization in America.  Gary founded several successful mortgage, real estate and technology companies including Prado Mortgage, New Vista Asset Management, and CounselorMax. In 2014, co-founded The Mortgage Collaborative, a cooperative of mortgage companies who work together to increase profitability and market share.  In 2012, was appointed to the inaugural advisory board of the Consumer Financial Protection Bureau (CFPB) and served as the 2014 chairman of the mortgage committee.  He is a board member for The Latino Donor Collaborative and The Home Builder Institute.  In 2013, Gary was recipient of the Mortgage Bankers Association's "Investing in Communities Award" and was named by Realtor Magazine and one of the 25 most influential people in real estate.

    Jaret Seiberg, Managing Director, Financial Services and Housing Policy, Cowen Washington Research Group

    Jaret Seiberg is the financial services and housing policy analyst for Cowen Washington Research Group, which has been routinely recognized by Institutional Investor among the top macro policy teams. Before joining Cowen in August 2016, he served in similar roles at Guggenheim Securities, MF Global, Concept Capital and Stanford Financial Group. He began following financial policy in the early 1990s as a journalist covering efforts in Congress to complete the last of the laws from the savings and loan crisis. He tracked the merger wave of the 1990s and Glass-Steagall repeal in 1999 as the deputy Washington bureau chief for American Banker and as the Washington bureau chief for The Daily Deal. His bailiwick at Cowen includes issues related to commercial banks, housing, payments, investment banking, M&A, taxes, the CFPB and Capitol Hill. Mr. Seiberg has a BA from The American University and an MBA from the University of Maryland at College Park. He speaks regularly at industry events, is often quoted in the media, and appears on CNBC and Bloomberg TV.

    Pete Mills, Senior Vice President, Residential Policy and Member Engagement, Mortgage Bankers Association

    Pete Mills is Senior Vice President of Residential Policy and Member Engagement at the Mortgage Bankers Association (MBA). In this position, he leads MBA's residential policy team and state and local advocacy program, directs MBA's residential member engagement and recruitment efforts, and oversees business development for industry education and professional development programs under the MBA Education brand. Pete is a regular guest speaker on major policy issues. Mills is an experienced financial services industry executive with 30 years of expertise in public affairs, government relations, public policy and research, all in the housing and mortgage finance arena. Most recently, he served as Managing Director of the Community Mortgage Banking Project, a public policy organization that represents the interests of companies and coalitions involved in the housing and mortgage finance industries. During his career, Mills lead corporate public affairs for Countrywide Financial, managed trade association policy advocacy for the California Mortgage Bankers Association and the California Association of Realtors, and conducted housing policy research at the Federal Reserve Board.

  • Lunch in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Lunch,

    Networking Opportunities

  • New Member Lunch (By Invitation Only)

    Location: Astor Ballroom,
    7th Floor

    Lunch,

    Member Services Event,

    Networking Opportunities

  • Committee Meeting

  • GENERAL SESSION: Market Outlook

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

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

    Seth B. Carpenter, US Chief Economist, UBS

    General Session

    Read more Read less

    MBA’s Chief Economist and his guest provide their outlooks for the economy and implications for housing markets and mortgage markets. Their remarks will highlight each of the critical trends of importance to the industry.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President, Research and 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, serves on the CSP's Industry Advisory Group, and is chair of 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.

    Seth B. Carpenter, US Chief Economist, UBS

    Seth Carpenter is the US Chief Economist at UBS. Before joining UBS, he was Head of US Research at Rokos Capital Management. Prior to this position, he had a long career in the public sector. Seth was at the United States Department of Treasury for 2-1/2 years, where he was nominated by President Obama to be Assistant Secretary for Financial Markets after being Deputy Assistant Secretary for Macroeconomic Analysis. Prior to Treasury, Seth worked for 15 years at the Board of Governors of the Federal Reserve System. He joined as a research economist, rising to the level of Deputy Director of the Division of Monetary Affairs.

  • Refreshment Break in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • Managing the Challenges of MSR Liquidity

    Location: SoHo Complex,
    7th Floor


    Speaker(s)

    Mark S. Garland, Executive Vice President, Analytics, MoutainView Financial Solutions

    Christopher Whalen, Chairman, Whalen Global Advisors LLC

    Phil Laren, Director, MSR Services, Mortgage Capital Trading, Inc.

    Seth D. Sprague, CMB, Executive Vice President, Phoenix Capital, Inc.

    Charles Clark, Jr., Senior Vice President and Executive Director, Mortgage Warehouse Finance, EverBank

    Breakout Session

    Read more Read less

    Regulatory and market events continue to present challenges for the liquidity of Mortgage Servicing Rights (MSRs). In this session, experts discuss the state of the MSR market and opportunities to successfully navigate any changes that lie ahead.

    Speaker(s)

    Mark S. Garland, Executive Vice President, Analytics, MoutainView Financial Solutions

    Mark Garland, Executive Vice President leads the operations of MountainView’s servicing analytics team, which supports the company’s residential MSR transaction and valuation advisory services. In this role, he oversees the research and modeling of the variables and scenarios affecting the value of MSRs, and he oversees all of the activities involved in bringing clients’ MSR portfolios to market. Before joining MountainView in 1997, Mark served as Vice President of Financial Planning and Analysis at Dovenmuehle Mortgage, Vice President of Portfolio Management at PNC Mortgage, Director of Internal Audit at Source One Financial Services, and Senior Auditor at Peat Marwick

    Christopher Whalen, Chairman, Whalen Global Advisors LLC

    Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the firm’s Financial Institutions and Corporate Ratings Groups. He was a co-founder and principal of Institutional Risk Analytics from 2003 through 2013.  He is the author of three books, including his most recent work “Ford Men: From Inspiration to Enterprise” (2017), a study of Ford Motor Co and the Ford family published by Laissez Faire Books. He is the author of "Inflated: How Money and Debt Built the American Dream" (2010) published by John Wiley & Sons; and co-author of “Financial Stability: Fraud, Confidence & the Wealth of Nations,” also published by John Wiley & Sons.  Christopher edits The Institutional Risk Analyst newsletter and contributes to other publications such as Zero Hedge, American Banker, Housing Wire and The National Interest. He appears regularly in such media outlets as CNBC, Bloomberg, Fox News and Business News Network. Christopher is active in social media under the Twitter handle “rcwhalen”.

    Phil Laren, Director, MSR Services, Mortgage Capital Trading, Inc.

    Phil Laren has been involved in mortgage banking capital markets and risk management for over 29 years. He is well known for developing financial models with applications to servicing value, pipeline hedging, optimal use of options for both servicing and pipeline hedging, as well as profitability and best execution models. He has presented on servicing asset topics at the MBA’s Annual and Secondary market meetings and has taught both the Secondary Marketing and the Servicing Valuation section of the MBA’s School of Mortgage Banking II. His previous positions include: Managing Director at Countrywide Mortgage, SVP in charge of Capital Markets at Option One Mortgage and Director, Capital Markets, Ohio Savings Bank. Mr. Laren has managed the servicing assets for Fleet Mortgage when it was the largest servicer in the country, and HomeSide Lending, when it was a top 5 servicer. At both companies, he was in charge of pricing, buying, selling and hedging MSRs, as well as correspondent and Co-issue MSR pricing, and worked with the accounting department on capitalizing the MSR, as well as Ginnie Mae Early Pool buyouts.

    Seth D. Sprague, CMB, Executive Vice President, Phoenix Capital, Inc.

    Seth D. Sprague CMB, Executive Vice President of Phoenix Capital, Inc. joined Phoenix in 2013 after more than ten years with SunTrust Mortgage managing their mortgage servicing rights (“MSR”) portfolio valuation process as well as their periodic MSR transactions. Seth’s primary responsibilities at Phoenix include managing bulk and flow MSR transactions and offering strategic advice across Phoenix’s 200 plus clients. In 2017, Seth’s role was expanded to include a more active role in the strategic leadership with Phoenix Analytic Services with an emphasis on developing and providing strategic valuation solutions to meet the needs of clients. Seth has a total of over 20 years of mortgage banking and servicing valuation experience at a variety of firms including SunTrust Mortgage, Bank of America Mortgage, United Financial / Matrix Financial and KPMG LLP. Seth has served and continues to serve on a number of committees with the Mortgage Bankers Association (“MBA”) including the Financial Management Steering Committee, MBAs Servicing Council for the 21st Century, MBAs BASEL III and the Servicing Compensation Working Group and is a frequent speaker at various MBA conferences. Seth has been an instructor with the MBA’s School of Mortgage Banking Program since 2007, teaching “MSR Day”.

    Charles Clark, Jr., Senior Vice President and Executive Director, Mortgage Warehouse Finance, EverBank

    Charles Clark is EverBank SVP, Executive Director of Mortgage Warehouse Finance.  Charley Clark has over 35 years experience in the financial services industry. Since joining EverBank in early 2012, his team has grown to be one of the largest warehouse lenders in the industry. They provide daily funding liquidity, MSR, and Advance Line liquidity for over 40 of the leading independent mortgage banking companies. Over the previous 10 years, he founded and managed the MetLife Bank mortgage warehouse finance group, as well as the Structured Products Group for Sovereign Bank Capital Markets Division as Senior Vice President. Prior to Sovereign, Mr. Clark held various positions in NYC with four large investment banking firms including Morgan Stanley, Citigroup, Merrill Lynch, and Lehman Bros. His primary focus there was in sales, trading, and structuring of asset backed and mortgage backed securities and loans.

  • MAA/MORPAC Event,

    Networking Opportunities,

    Reception

  • What Does a Single Security Mean for You?

    Location: Empire Complex,
    7th Floor


    Speaker(s)

    Mark D. Hanson, Senior Vice President, Securitization Division, Freddie Mac

    Robert Fishman, Senior Associate Director, Federal Housing Finance Agency

    James Baublitz, Product Manager, Pipeline Analytics, Compass Analytics, LLC

    Renee R. Schultz, Senior Vice President, Capital Markets, Single-Family Business, Fannie Mae

    David Applegate, Chief Executive Officer, Common Securitization Solutions, LLC

    Breakout Session

    Read more Read less

    The scheduled implementation of the Fannie Mae/Freddie Mac Single Security is only a year away. Get an update on the status of the Single Security initiative, what it means for your business, and what you should be doing to prepare.

    Speaker(s)

    Mark D. Hanson, Senior Vice President, Securitization Division, Freddie Mac

    Mark D. Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance. He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors. Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space. Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage and asset-backed positions for institutional clients. Since 1986, Hanson has held a number of positions, including a vice president of research for Donaldson, Lufkin & Jenrette, and director of research for Freddie Mac's Securities Sales & Trading Group, and a security analyst for Metropolitan Life Insurance Company.

    Robert Fishman, Senior Associate Director, Federal Housing Finance Agency

    Robert Fishman is the Senior Associate Director of the Division of Conservatorship in the Federal Housing Finance Agency (FHFA). As the operating officer for the Division of Conservatorship, he is responsible for leading, coordinating, and clarifying agency and Enterprise (Fannie Mae and Freddie Mac) activities related to the Conservatorship and FHFA’s Strategic Plan for the Enterprise Conservatorships. Robert oversees the Office of Strategic Initiatives, the Office of Asset Conservatorship, the division’s risk management and budget activities, and is the division representative on the agency’s Executive Committee on Internal Controls. He is also oversees the development and implementation of the Common Securitization Platform and the Single Security Initiative. Prior to joining FHFA in December 2012, Robert was the Managing Executive of the Office of Compliance Inspections and Examinations at the Securities and Exchange Commission, where he had responsibility for the operational functions (strategic planning, budget, information technology, human resource management, risk and surveillance analytics, etc.) of the National Exam Program. Previously, Robert was the Chief Risk Officer at the Government National Mortgage Association (Ginnie Mae) and he spent 15 years at Freddie Mac, where he held a variety of senior positions related to business operations and controls. He had previously worked at the U.S. Department of the Treasury and the Office of Management and Budget.

    James Baublitz, Product Manager, Pipeline Analytics, Compass Analytics, LLC

    James Baublitz is Product Manager of Pipeline Analytics at Compass Analytics, LLC. Based in San Francisico, Compass Analytics provides advisory and active risk management services to mortgage bankers, traders, investors, and banks. James joined Compass Analytics in 2012 and has been in capital markets since 2008 through previous positions held at Boenning & Scattergood and Wells Fargo. As Product Manager of Pipeline Analytics, his responsibilities include helping clients optimize their loan sale and pooling strategies, contributing to the development of Compass’s pipeline risk management analytics and providing software demonstrations for prospective clients. James is a graduate of Susquehanna University and holds the Chartered Financial Analyst® designation.

    Renee R. Schultz, Senior Vice President, Capital Markets, Single-Family Business, Fannie Mae

    Renee Schultz is Fannie Mae’s Senior Vice President – Capital Markets, reporting to the Executive Vice President – Single-Family Business. Schultz manages Fannie Mae’s Capital Markets Pricing and Sales Desk, Structured Transactions, the Credit Risk Transfer program, and the Whole Loan Conduit. Her teams are responsible for providing liquidity to lenders and the broader capital markets by establishing and implementing credit pricing terms, executing strategies to transfer credit risk associated with Fannie Mae’s Single-Family guaranty business, trading and resecuritizing mortgage-backed securities (MBS) with capital markets participants, purchasing and subsequently securitizing whole loans, and purchasing pools and whole loans using early funding options. Schultz also oversees Fannie Mae’s Securitization policy team, which ensures proper administration of matters related to the strategic and business value of Fannie Mae securities.  Previously, Schultz was Vice President – Capital Markets Single-Family Products and Business Initiatives, where she was responsible for lender execution services – including MBS sales and trading, whole loan acquisition and conduit activities, and early funding transactions. During her tenure at Fannie Mae, she has also served as Director for the Portfolio Whole Loan and Municipal Asset Desks.  Prior to joining Fannie Mae in 1998, Schultz was Assistant Vice President of Secondary Marketing with Trustcorp Mortgage Company.

    David Applegate, Chief Executive Officer, Common Securitization Solutions, LLC

    David M. Applegate was appointed chief executive officer of Common Securitization Solutions, LLC in November 2014, bringing more than 20 years of mortgage banking experience to his new leadership role at CSS.  Prior to joining CSS, Applegate was president, CEO and director of Homeward Residential, Inc., a Dallas-based mortgage lender and servicer with assets of $4.5 billion and a global workforce of 3,000.  Previously, he was president of GMAC Mortgage and chairman of GMAC Bank from 2000-2007. At GMAC Mortgage, Applegate assembled a strong executive team that transformed the company into an industry leader. Applegate also served as president of mortgage insurer Radian Guaranty Inc., and managed a consulting practice with major financial services clients.

  • Networking Reception in the Broadway Lounge

    Location: Broadway Lounge,
    8th Floor

    Networking Opportunities,

    Reception

Tuesday, May 22, 2018

  • Press Room (Credentialed Media Only)

    Location: Belasco,
    5th Floor

    Press Event

  • Registration

    Location: 45th St. Registration Desk,
    5th Floor

    Registration

  • Continental Breakfast

    Location: Broadway Ballroom Foyer,
    6th Floor

    Breakfast,

    Networking Opportunities

  • GENERAL SESSION: Government Lending

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    Michelle C. Corridon, Deputy Director, Single Family Housing, Guaranteed Loan Division, USDA Rural Development

    Michael R. Drayne, Senior Vice President, Issuer and Portfolio Management, Ginnie Mae

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

    Steve O'Connor, Senior Vice President of Public Policy and Industry Relations, Mortgage Bankers Association

    Elissa “Lisa” Saunders, Director, Program Development, Office of Single Family Housing, Federal Housing Administration

    General Session

    Read more Read less

    The government housing programs continue to provide support for the nation’s mortgage markets, both by serving key constituent groups and providing overall liquidity. These programs form the bedrock of our mortgage systems. Hear the leaders from key government housing agencies share their agencies’ priorities and program updates for 2018.

    Speaker(s)

    Michelle C. Corridon, Deputy Director, Single Family Housing, Guaranteed Loan Division, USDA Rural Development

    Michelle C. Corridon is the Deputy Director of USDA Rural Housing Service’s Single Family Housing Guaranteed Loan Division based in Washington, DC. She has over 28 years of housing finance experience encompassing strategic planning, community development, policy analysis, credit loss mitigation strategy, and communications. In her role as Deputy Director, she leads high impact policy and procedure implementation along with process improvement, stakeholder engagement, budgeting, and human resources for the $24 billion dollar loan guarantee program. Prior to assuming her current duties in September 2015, she served as a Senior Policy Analyst at the Federal Housing Finance Agency in the Office of Housing and Regulatory Policy where she focused on project and program management. From 2008 to 2012, she was a Rural Housing Service loan specialist concentrating on lender eligibility, compliance, and program risk management. She began her career at the Farmers Home Administration originating and servicing single family housing and farm loans.

    Michael R. Drayne, Senior Vice President, Issuer and Portfolio Management, Ginnie Mae

    Michael Drayne is currently responsible for overseeing strategic planning, policy and communications at Ginnie Mae. After joining Ginnie Mae in 2011, he spent six years as the head of the Office of Issuer & Portfolio Management, where he was responsible for the management of Ginnie Mae's relationships with the mortgage lenders and servicers who issue securities under Ginnie Mae’s mortgage-backed securities program.  A career veteran of the housing finance industry, Mr. Drayne spent 18 years in mortgage banking at Chevy Chase Bank, where he served as Vice President and Director of Secondary Marketing. In addition, he was responsible for managing several other operational units for the bank’s nationwide mortgage lending subsidiary.  Mr. Drayne has presented at numerous industry conferences. He has spoken about the U.S. secondary mortgage markets, and the evolution of the post-crisis housing finance industry and its relation to government-insured lending and the capital markets. He was the author of the 2014 white paper explaining Ginnie Mae’s strategic approach to the post-crisis environment “An Era of Transformation”.

    Jeffrey 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.

    Steve O'Connor, Senior Vice President of Public Policy and Industry Relations, Mortgage Bankers Association

    Steve O'Connor is Senior Vice President of Public Policy and Industry Relations at the Mortgage Bankers Association (MBA). He manages MBA's residential policy process for legislative, regulatory, and industry issues. O'Connor directs MBA's regulatory advocacy efforts. He is also responsible for outreach to industry groups, consumer organizations, and other key stakeholders. O'Connor is a regular guest speaker on industry issues.  O'Connor leads MBA's Consumer Affairs Advisory Council. He also serves on a number of industry boards, including the National Housing Conference, the National Association of Hispanic Real Estate Professionals, HOPE LoanPort, Freddie Mac's Affordable Housing Advisory Council, and the National Urban League's Business Solutions Council. O'Connor joined MBA in 1996. Previously, he worked in government affairs for the National Association of Realtors and Freddie Mac. He also worked for Skyline Financial Services Corporation.

    Elissa “Lisa” Saunders, Director, Program Development, Office of Single Family Housing, Federal Housing Administration

    Lisa Saunders is the Director of Program Development in the Office of Single Family Housing at the Federal Housing Administration (FHA). In this capacity, Ms. Saunders is responsible for the oversight and management of all single family policy related to the origination and endorsement of FHA Single Family loans, including the development, review, and implementation of the credit policy supporting loan endorsements. She also maintains responsibility for the Home Equity Conversion Mortgage (HECM) program policy, condominium approval policy, appraisal standards, technology systems and business processes needed to implement these policies, as well as the internal and external communications developed and disseminated by the Office of Single Family Housing. Ms. Saunders is also responsible for developing and implementing the Single Family Housing Policy Handbook 4000.1.      Until assuming her current duties in 2015, Ms. Saunders served in a variety of management roles within the Office of Single Family Housing, including: Deputy Director of Program Development; Deputy Director of Asset Management; and Secretary of the Mortgagee Review Board in Lender Activities and Program Compliance.  Ms. Saunders began her career at the Department of Housing and Urban Development (HUD) in 2000, as a trial attorney in the General Counsel’s Office of Program Enforcement.

  • COFFEE SPOT in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Networking Opportunities

  • Project Gravitas Trunk Show

    Location: Time Square,
    7th Floor

    mPower Event,

    Networking Opportunities,

    Special Event

  • Refreshment Break in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE HUB is Open

    Location: Westside Ballroom,
    5th Floor

    Exhibit Hours,

    HUB Event

  • GENERAL SESSION: An Update from FHFA

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    Sandra Thompson, Deputy Director, Division of Housing Mission and Goals, Federal Housing Finance Agency

    General Session

    Read more Read less

    Speaker(s)

    Sandra Thompson, Deputy Director, Division of Housing Mission and Goals, Federal Housing Finance Agency

    Sandra Thompson serves as Deputy Director for the Division of Housing Mission and Goals at FHFA. She oversees FHFA's research activities, policy development and analysis, the housing mission and goals of Fannie Mae and Freddie Mac, and the community and economic development mission of the Federal Home Loan Banks. In support of FHFA's mission and its responsibilities as member of the Federal Housing Finance Oversight Board, the Financial Stability Oversight Board, and the Financial Stability Oversight Council, Thompson is also responsible for overseeing and coordinating FHFA activities involving data analysis, as well as analysis affecting housing finance and financial markets. Prior to joining FHFA, Thompson worked for the Federal Deposit Insurance Corporation (FDIC), where she held various positions over 23 years, most recently as Director, Division of Risk Management Supervision. During her tenure at FDIC, Thompson led the agency’s examination and enforcement program for risk management and consumer protection at the height of the financial crisis. She also led the FDIC’s outreach initiatives in response to a crisis of consumer confidence in the banking system. She previously served as Director of Securitization for the Resolution Trust Corporation (RTC). Prior to entering government, she worked at Goldman Sachs and the Northwestern Mutual Life Insurance Company.

  • GENERAL SESSION: Partnering with the GSEs

    Location: Broadway Ballroom,
    6th Floor


    Speaker(s)

    David Motley, CMB, 2018 Chairman, Mortgage Bankers Association, President of Colonial Savings, F.A.

    Desmond P. Smith, Senior Vice President and Head of Customer Delivery, Fannie Mae

    Kevin Palmer, Senior Vice President, Single-Family Portfolio Management, Freddie Mac

    General Session

    Read more Read less

    Attend an interactive discussion with senior leaders of Fannie Mae and Freddie Mac to hear their perspectives on a wide variety of topics, including new programs and pilots and technology developments.

    Speaker(s)

    David Motley, CMB, 2018 Chairman, Mortgage Bankers Association, President of Colonial Savings, F.A.

    David Motley, CMB is the 2018 Chairman of the Mortgage Bankers Association and President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. David has been an active member of MBA for more than two decades and has served in a variety of leadership roles. Recognized for his service to the industry, David is a recipient of MBA's Andrew D. Woodard Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the Texas MBA since 1995.

    Desmond P. Smith, Senior Vice President and Head of Customer Delivery, Fannie Mae

    Desmond P. Smith is Senior Vice President and Head of Customer Delivery at Fannie Mae, reporting to the Executive Vice President – Single-Family Business. Mr. Smith is responsible for the execution and
    overall business performance of Fannie Mae’s Top 200 Single-Family Customers covering the entire U.S. In this role, he has complete responsibility for end-to-end customer delivery which includes origination, pricing, credit, strategy, operations, marketing, technology, and servicing.  Mr. Smith has over 25 years of experience in the mortgage industry. Prior to joining Fannie Mae in August 2016, he was Production Executive at Capital One Home Loans. Before that, he served as Managing Director and National Production Executive at Citibank, Senior Vice President and National Sales Executive at JPMorgan Chase, and Senior Vice President and Program Manager at Wells Fargo.

    Kevin Palmer, Senior Vice President, Single-Family Portfolio Management, Freddie Mac

    Kevin Palmer is senior vice president for Single-Family Portfolio Management. He is a member of Freddie Mac’s management committee and reports to Dave Lowman, executive vice president of the Single-Family business.  As head of Single-Family Portfolio Management, Mr. Palmer has broad responsibility for the Single-Family portfolio, including Freddie Mac's guarantee book of business, pricing and analytics, servicing and REO. He also leads Single-Family Credit Risk Transfer (CRT), including Freddie Mac STACR® securitizations, ACIS® reinsurance, Whole Loan SecuritiesSM and front-end risk transfer offerings.  Since 2001, he has served in a variety of other positions at Freddie Mac, including whole loan trading, managing the non-agency ABS portfolio and risk management.

  • Lunch in THE HUB

    Location: Westside Ballroom,
    5th Floor

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPower Networking Lunch: Closing the Gender Divide

    Location: Astor Ballroom,
    7th Floor


    Speaker(s)

    Joanne Lipman, Bestselling author, THAT'S WHAT SHE SAID, and former Editor in Chief, USA TODAY

    Lunch,

    mPower Event,

    Networking Opportunities

    Read more Read less

    Joanne Lipman is the author of That’s What She Said: What Men Need to Know (and Women Need to Tell Them) About Working Together. She began her career as a reporter for The Wall Street Journal, ultimately rising to deputy managing editor – the first woman to attain that post. Her work has been published by outlets including The New York Times, Time, Newsweek, USA Today and Harvard Business Review. Lipman is a frequent public speaker and has appeared as a commentator on ABC, NBC, CNN, CNBC, MSNBC, PBS and other networks.  Lipman will draw from her success as one of the nation's leading journalists, to provide real-world solutions to combat unconscious bias, sexual harassment, wage gender gap and much more. Through illuminating anecdotes, worldwide data and personal stories, she tells us how to put words into action and demonstrates the great potential businesses can achieve when the gender divide is eliminated.

    Speaker(s)

    Joanne Lipman, Bestselling author, THAT'S WHAT SHE SAID, and former Editor in Chief, USA TODAY

    Joanne Lipman is the author of That’s What She Said: What Men Need to Know (and Women Need to Tell Them) About Working Together. One of the nation's leading journalists, she most recently was Chief Content Officer of Gannett, and Editor-in-Chief of USA TODAY and the USA TODAY NETWORK, comprising the flagship publication plus 109 local news organizations including the Detroit Free Press, Cincinnati Enquirer, Arizona Republic, and Des Moines Register. Lipman began her career as a reporter for The Wall Street Journal, ultimately rising to deputy managing editor – the first woman to attain that post—and supervising coverage that won three Pulitzer Prizes. While at the Journal, she created Weekend Journal and Personal Journal and oversaw creation of the paper’s Saturday edition. She subsequently was founding editor-in-chief of Conde Nast Portfolio magazine and portfolio.com, which won Loeb and National Magazine Awards. Lipman is a frequent public speaker and has appeared as a commentator on ABC, NBC, CNN, CNBC, MSNBC, PBS and other networks. Her work has been published by outlets including The New York Times, Time, Newsweek and Harvard Business Review. She is co-author, with Melanie Kupchynsky, of the acclaimed music memoir Strings Attached. A winner of the Matrix Award for women in communications, Lipman is also a member of the Yale University Council, the Council on Foreign Relations, and is an International Media Leader for the World Economic Forum as well as a member of the Knight Foundation Commission on Truth, Media and Democracy. She sits on boards including the World Editors Forum and the Yale Daily News, and the advisory boards of Breastcancer.org and the Yale School of Music.

  • Access to Credit

    Location: Empire Complex,
    7th Floor


    Speaker(s)

    David Battany, Executive Vice President, Capital Markets, Guild Mortgage Company

    Tian Liu, Chief Economist, Genworth Mortgage Insurance

    David Dworkin, President and Chief Executive Officer, National Housing Conference

    Laurie Goodman, Center Director, The Urban Institute

    Deborah H. Jones, CMB, Senior Vice President, Capital Markets, Citizens Bank

    Breakout Session

    Read more Read less

    As affordability challenges continue to present a headwind for borrowers and the industry, more emphasis is placed on innovative solutions to improve access to credit, including down payment initiatives, partnerships with local governments or non-profits, and the GSEs’ Duty to Serve programs. Panelists in this discussion will provide their insights on what is working, what needs fixing, and how the industry can responsibly improve access for more consumers.

    Speaker(s)

    David Battany, Executive Vice President, Capital Markets, Guild Mortgage Company

    David Battany is the Executive Vice President of Capital Markets for Guild Mortgage Company. He oversees the firm’s capital market activities, including pricing, hedging, and secondary market execution. He’s also responsible for Guild’s credit policy, shipping, and product development functions. Mr. Battany manages investor relationships with GSEs, government agencies, and private investors. Prior to joining Guild, Mr. Battany was Chief Product Strategist for Penny Mac from 2012 to 2015, where he was responsible for managing the product development group, as well as its relationships with Fannie Mae, Freddie Mac, FHA, VA, USDA, Ginnie Mae, and mortgage insurance companies.  From 1990 to 2012, Mr. Battany was with Fannie Mae, based in Pasadena, California where he served as Director of Single Family Business and was responsible for managing the firm's relationships with west coast based lenders. Mr. Battany began his career in 1986 with First Interstate Bank of California, where he traded and hedged the bank's mortgage production.  Mr. Battany is a Board Member of the California MBA and is vice chairman of the national MBA Residential Loan Production Committee. He was previous chairman of the National MBA Secondary and Capital Markets Committee. He was previously a Board Member of the National MBA Residential Board of Governors, and served on the board of Rebuilding Together. Mr. Battany is presently a Board Member of Habitat for Humanity.

    Tian Liu, Chief Economist, Genworth Mortgage Insurance

    Tian Liu is the Chief Economist at Genworth Mortgage Insurance, responsible for economic, housing, and mortgage origination forecasts. He also authors the company’s First-Time Homebuyer Market Report and Weekly Economic Report, and provides regular updates on U.S. and regional economies, as well as the housing and mortgage market. Mr. Liu’s commentary has been featured in the Wall Street Journal, New York Times, CNBC, Reuters, Inside Mortgage Finance, and other publications.  Mr. Liu began his economics career in the Australian Treasury Department in 1997. He started covering the U.S. housing market with Cemex in 2007, where he was the Director of Economics responsible for economics and housing market analysis. He was later hired by Owens Corning to lead its economics team in 2011. Mr. Liu joined Genworth Mortgage Insurance as its Chief Economist in 2014.

    David Dworkin, President and Chief Executive Officer, National Housing Conference

    David M. Dworkin joined NHC as President and CEO in January 2018. Prior to joining NHC, David worked as a Senior Housing Policy Analyst at the U.S. Department of the Treasury, where he advised senior Treasury Department officials on matters related to housing and community development. His expertise includes credit availability; housing finance reform, mortgage servicing, affordable housing, access to credit, residential housing vacancy, abandonment and demolition and community stabilization strategies. He also served as a member of the White House’s Detroit interagency team where his responsibilities included developing and implementing strategies to assist in the City of Detroit’s revitalization.  Previously, he managed the Capital Magnet Fund (CMF) at the Treasury Department's CDFI Fund, which disbursed $80 million in grants for economic revitalization and community development through investment in and assistance to community development financial institutions (CDFIs) and nonprofit housing organizations.  Prior to joining the Treasury Department, he was CEO and Founder of Affiniti Strategies, a political consulting firm that assisted clients build political relationship capital. Mr. Dworkin served in a number of leadership positions at Fannie Mae, where he served General Counsels Robert Zoellick and Thomas Donilon.  His service in the administration of President George H.W. Bush included the State Department's acting deputy assistant secretary for legislative affairs. As national security advisor to Rep. Rod Chandler of Washington, he was recognized by Secretary of State James A. Baker III for his key role in the negotiation of the Bipartisan Accord on Central America, which led to the end of Nicaragua's civil war and inauguration of its first democratically elected government.  Mr. Dworkin was a freelance foreign correspondent and photographer for The Detroit News, where he covered the war in Afghanistan. In 1984, he was the first Western journalist to cross the Safed Koh mountain range with the rebels fighting in the region known as Tora Bora.

    Laurie Goodman, Center Director, The Urban Institute

    Laurie Goodman is the founder and co-director of the Housing Finance Policy Center at the Urban Institute. The center is dedicated to providing policymakers with data-driven analyses of housing finance policy issues that they can depend on for relevance, accuracy, and independence.  Before joining Urban Institute in 2013, Goodman spent 30 years as a research analyst and manager at a number of Wall Street firms, including Amherst Securities Group and UBS. Goodman was inducted into the Fixed Income Analysts Hall of Fame in 2009. Laurie currently serves on the board of directors of MFA Financial, as an advisor to Amherst Capital Management, and a member of the Federal Reserve Bank of New York’s Financial Advisory Roundtable. She has published more than 200 journal articles and has co-authored and co-edited five books.

    Deborah H. Jones, CMB, Senior Vice President, Capital Markets, Citizens Bank

    Deborah H. Jones, CMB, has been in mortgage banking for 30 years. Currently, she is SVP of Capital Markets for Citizens Bank, N.A. She oversees the firm’s capital market activities, including pricing, hedging, MSRs and is also responsible for credit policy administration, loan delivery, investor relations and product development functions.   Formerly, Debbie was CAO at Charter One Bank, overseeing Capital Markets, Operations, Joint Ventures and was President of Charter One Reinsurance Inc. Debbie also spent part of her career as co-founder and principal of Security Financial Group, which provided due-diligence and agency securitization, and other specialty consultative services. She was VP Deal Management at Greenwich Capital, and also worked at the Resolution Trust Corporation (RTC) during the S&L crisis as a part of a special $10billion mortgage assets sales program.

  • HUB Event

    Read more Read less

    Mike Eruzione, Captain of the 1980 U.S. Olympic Hockey Team

    Come with your questions for Mike Eruzione, captain of the 1980 United States Olympic Hockey Team. Best known for scoring the game-winning goal against the Soviet Union in the “Miracle on Ice” game in Lake Placid, Eruzione and team then advanced to the next round and beat Finland to win the Gold Medal.

  • Whole Loan Trading

    Location: SoHo Complex,
    7th Floor


    Speaker(s)

    Gary Watkins, Vice President, Whole Loan Acquisition, First National Bank of America

    Michael Brenning, Chief Production Officer, Deephaven Mortgage LLC

    Jerry Hubbard, President, FTN Financial Capital Assets Corporation

    William Godfrey, Executive Vice President, Capital Markets, Mason-McDuffie Mortgage Corporation

    Justin Vedder, Vice President, National Sales, Origination Solutions Division, Altisource Portfolio Solutions, Inc

    Breakout Session

    Read more Read less

    Originators seeking additional executions and community bankers and others seeking loans for investment are active participants in today’s whole loan trading markets.  Participants in this session will discuss current market trends for performing, non-performing, scratch and dent, and non-QM loans. The discussion will also cover opportunities for buying and selling of CRA loans.

    Speaker(s)

    Gary Watkins, Vice President, Whole Loan Acquisition, First National Bank of America

    Gary Watkins is a Vice President of First National Bank of America (FNBA) specializing in the purchase and sale of whole loans. He has over 8 years experience buying Non QM and Scratch and Dent loans in the secondary market. Gary previously managed the Seller Finance Acquisition Department and currently serves on the Executive Loan Committee at FNBA.

    Michael Brenning, Chief Production Officer, Deephaven Mortgage LLC

    Michael Brenning is the Chief Production Officer of Deephaven Mortgage where he oversees sales and client development. Prior to Deephaven, Mike held many senior leadership roles in correspondent & wholesale sales, capital markets, and marketing. Most recently, he was the VP of Correspondent/Wholesale & Strategic Partnerships at Quicken Loans. Prior to Quicken Loans, Mike was on the Executive Team at HSBC Mortgage Services as SVP of National Sales & Marketing. Mike also spent 7 years at GMAC-RFC in both a sales and capital markets capacity.

    Jerry Hubbard, President, FTN Financial Capital Assets Corporation

    Jerry Hubbard serves as President of FTN Financial Capital Assets Corporation (“Capital Assets”), the loan management and advisory services arm of FTN Financial. As President of Capital Assets, Jerry oversees the full spectrum of services related to loans and loan servicing that are offered by the group’s professional staff of CPA’s, financial analysts, loan portfolio advisors and operations specialists. Jerry’s primary expertise includes loan portfolio risk management, whole bank acquisitions, balance sheet strategies, asset management workout plans, and all facets of loan operations. Jerry has served on many industry-related committees and boards, and has authored numerous articles on a variety of loan portfolio management topics. As the former sole owner of a thrift institution that was the largest servicer of mortgage loans in the nation for its asset category, he understands first-hand the complexity of issues required to successfully manage the loan portfolio.

    William Godfrey, Executive Vice President, Capital Markets, Mason-McDuffie Mortgage Corporation

    Bill Godfrey is an accomplished mortgage professional with many years of experience in senior management positions.   Currently, Bill serves on the executive committee and board of Mason McDuffie Mortgage and is EVP of Capital Markets and Risk Management.

    Justin Vedder, Vice President, National Sales, Origination Solutions Division, Altisource Portfolio Solutions, Inc

    As Vice President of Origination Solutions at Altisource Portfolio Solutions, Mr. Vedder oversees client service functions across eight origination business units and is responsible for training, managing and directly hiring proven and successful sales employees who provide products and services to over 500 mortgage lenders and banks totaling $250 billion in originations. In the fall of 2016, Justin spearheaded the rebrand of Altisource® Origination Services (AOS) to TrelixTM, which provides mortgage lenders and investors with a suite of industry-leading mortgage fulfillment offerings.  Mr. Vedder has spoken nationally on various topics including mortgage fraud, loan production and loan defects, repurchase management, auditing of lenders, insurance and other mortgage banking-related matters. As Executive Vice President of Castleline Risk Services at CastleLine Holdings, LLC, he frequently participates in risk committees for CastleLine Certified Loan, which evaluates mandatory guidelines, industry changes and the impact of risk for CastleLine’s reinsurance partners and insurance company.

  • HUB Event

  • Refreshment Break in THE HUB

    Location: Westside Ballroom,
    5th Floor

    Breakout Session

  • Private Label Securities

    Location: SoHo Complex,
    7th Floor


    Speaker(s)

    Marc C. Simpson, Executive Director and Head of Residential Whole Loan and Non-Agency Securities Trading, JP Morgan Chase

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

    Matthew J. Tomiak, Managing Director, Redwood Trust Inc.

    Padma Rajagopal, Vice President, Senior Analyst, Moody's

    Steven Schwalb, Partner, Angel Oak Mortgage Solutions

    Kent Smith, Executive Vice President, Portfolio Management, PIMCO

    Breakout Session

    Read more Read less

    PLS volume has picked up substantially in 2018. Get an update on market trends in private label securitization from issuers and rating agencies to determine next steps for your business in this growing market.

    Speaker(s)

    Marc C. Simpson, Executive Director and Head of Residential Whole Loan and Non-Agency Securities Trading, JP Morgan Chase

    Marc Simpson is the Executive Director and Head of Residential Whole Loan and Non-Agency Securities Trading at JP Morgan.  Marc joined J.P. Morgan’s Securitized Products Group in 2003 and is the Head of Residential Whole Loan and Non-Agency Securities Trading group, which is the centralized Non-Agency distribution center of residential mortgages for the Corporate & Investment Bank in whole loan and securities form. Marc has 15 years of trading, structuring and distribution experience. Marc and his team are responsible for the issuance of JPMorgan’s Private Label Securitizations (i.e., JPMMT issuance) and providing liquidity in secondary markets for 2.0, RPL, NPL, CRT, SFR and Legacy RMBS.

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President, Research and 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, serves on the CSP's Industry Advisory Group, and is chair of 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.

    Matthew J. Tomiak, Managing Director, Redwood Trust Inc.

    Matthew J. Tomiak helps manage Redwood’s jumbo loan conduit and securitization programs and is a frequent speaker and author on structured finance and securitization in the mortgage industry. Prior to joining Redwood, he served as a Senior Vice President at Bank of America where he focused on mortgage liquidity and financing alternatives. Matthew is the Chair of the RMBS Issuer Committee for SFIG and is also a member of the Mortgage Bankers Association. He began his career as an attorney.

    Padma Rajagopal, Vice President, Senior Analyst, Moody's

    Padma Rajagopal is an Vice President – Senior Analyst with Moody’s Investors Service. She joined Moody’s in 2013. As a Lead analyst for the RMBS New Issuance team, she is involved in rating a variety of structured finance transactions, including U.S. residential mortgage backed securitization (RMBS), re-performing (RPL), reverse mortgage and Single Family Rental (SFR) transactions.  Prior to joining Moody’s, Padma worked at MetLife Bank where she was a Director in the RMBS Whole Loan Trading and Portfolio Management Team covering purchase and sales of whole loan residential assets. Padma also held positions at Genworth and Fitch Ratings and has been covering the residential mortgage sector for more than fifteen years.

    Steven Schwalb, Partner, Angel Oak Mortgage Solutions

    Steven is the Managing Partner of Angel Oak’s lending entities (AOHL, AOMS, AOPB). His responsibilities include the development of Angel Oak’s lending and servicing strategic plan, oversight of the origination and servicing platforms, and executing growth opportunities in agency approvals, servicing and securitization.  Steven co-founded Angel Oak Mortgage Solutions, a non-agency wholesale and correspondent mortgage lender, Angel Oak Home Loans, a residential agency and non-agency retail lender, and Angel Oak Prime Bridge, a commercial lender providing financing solutions for both residential real estate investors and commercial properties. Under his leadership, Angel Oak Lending has broadened its product mix and now originates over $2.5 billion of loans annually.  Steven has more than 25 years of experience in residential lending. Prior to joining Angel Oak, he was the Senior Vice President of Capital Markets at SouthStar Funding, a national wholesale mortgage lender specializing in non-agency mortgage products. His primary responsibilities included product development, risk management, operations and investor relations.

    Kent Smith, Executive Vice President, Portfolio Management, PIMCO

    Kent Smith is an executive vice president and portfolio manager in the Newport Beach office on the mortgage credit team. He is responsible for residential loan investments and focuses on origination and servicing risk, as well as distressed mortgage opportunities. Prior to joining PIMCO in 2008, he was the head of capital markets for First Horizon Home Loans’ and National Bank of Kansas City's non-prime mortgage originations. Previously, Mr. Smith spent 10 years with Fannie Mae and Freddie Mac as a director in credit portfolio management and credit portfolio acquisitions. He has 31 years of investment experience

  • The Transition from LIBOR

    Location: Empire Complex,
    7th Floor


    Speaker(s)

    Daniel Sullivan, Partner, PwC

    Dan Fichtler, Director, Housing Finance Policy, Mortgage Bankers Association

    Al Qureshi, Managing Director, Analytics, Incenter, LLC

    Stephen Kudenholdt, Head, Structured Finance and Member, US Capital Markets Practice, Dentons

    Breakout Session

    Read more Read less

    As we continue to move closer to a market in which LIBOR may no longer exist, the mortgage industry remains without a suitable transition plan. Existing contract language will produce legal complications, accounting processes and systems will require substantial changes, and modeling and valuation of products tied to new benchmarks will present significant challenges. In this session, panelists discuss these issues and explain how the industry can develop practical, reliable solutions.

    Speaker(s)

    Daniel Sullivan, Partner, PwC

    Dan Fichtler, Director, Housing Finance Policy, Mortgage Bankers Association

    Dan Fichtler is Associate Director of Secondary and Capital Markets at the Mortgage Bankers Association. In this role, he covers issues related to agency and non-agency securities markets, including the activities of the Federal Housing Finance Agency, Fannie Mae and Freddie Mac, Ginnie Mae, and the Federal Home Loan Banks. Dan is also the primary staff representative overseeing MBA’s Secondary and Capital Markets Committee and REIT Executive Council. Prior to joining MBA, Dan was a policy advisor at the U.S. Department of the Treasury, where he served on the staff of the Financial Stability Oversight Council. He has also served as an advisor to the majority staff of the Senate Banking Committee, during which time he helped draft the Johnson-Crapo housing finance reform legislation.

    Al Qureshi, Managing Director, Analytics, Incenter, LLC

    As Incenter’s Managing Director of Analytics, Al Qureshi leads our MSR, securities and whole loan analytics and risk management platform. Al has broad and deep technical expertise including the design of sophisticated valuation, hedging and risk modeling to support client risk management and compliance objectives, capital commitment and enhanced economic outcomes. Al brings almost 20 years of experience in mortgage and capital markets to the Incenter senior management team. Immediately prior to joining the company he served as Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. He has also held MSR, Analytic Hedging appointments at JP Morgan, Merrill Lynch, and Diamondback Capital.

    Stephen Kudenholdt, Head, Structured Finance and Member, US Capital Markets Practice, Dentons

    Stephen Kudenholdt is Dentons' Head of Structured Finance and a member of the US Capital Markets practice. Stephen’s areas of practice include residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and other asset-backed securities (ABS), primarily focusing on residential mortgage loan securitization as well as re-securitization transactions involving various classes of mortgage-backed securities. He represents issuers, underwriters, loan sellers and other entities in public offerings and private placements. He has helped develop many transaction structures and formats that have become industry standards, including shifting interest subordination techniques. His recent transactional work includes representing both issuers and underwriters in the securitization of distressed assets by federal agencies, and also in the re-emerging private RMBS markets. Stephen is a member of the board of directors of the Structured Finance Industry Group (SFIG) and is actively involved in a number of SFIG committees and initiatives pertaining to LIBOR transitioning, residential mortgages and RMBS. He is also a frequent writer and public speaker on regulatory developments affecting securitizations.

Wednesday, May 23, 2018

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