Schedule

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Schedule subject to change.

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

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Sunday, June 4, 2017

Monday, June 5, 2017

  • Attendee Networking Breakfast

    Location: Ritz-Carlton Ballroom Terrace & Foyer

  • Registration and Hospitality Room

    Location: Ritz-Carlton Ballroom,
    Salon IIl

  • Spouse/Guest Breakfast

    Location: Manzanita Restaurant

  • Chairman's Welcome followed by An Update from Washington

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Rodrigo Lopez, CMB, 2017 MBA Chairman, Executive Chairman, NorthMarq Capital Finance, L.L.C.

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

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    MBA’s 2017 Chairman, Rodrigo Lopez, welcomes attendees and shares key initiatives underway on behalf of MBA members. Then, MBA’s President and Chief Executive Officer, Dave Stevens, provides an update on the DC landscape as it relates to real estate finance.

    Speaker(s)

    Rodrigo Lopez, CMB, 2017 MBA Chairman, Executive Chairman, NorthMarq Capital Finance, L.L.C.

    Rodrigo López, Chairman of the Mortgage Bankers Association, is the Executive Chairman of NorthMarq Capital, a leading commercial mortgage banking company in the United States.  Rodrigo has been actively involved with MBA for three decades. He also currently serves as Chair of the Task Force for a Future Secondary Market. Rodrigo is the immediate past Chairman of MBA's Diversity and Inclusion Committee. He is a former Chairman of MBA's Commercial/Multifamily Board of Governors. He has served on the Association's Board of Directors since 2009, along with a previous stint on the board in 2003 and 2004. Rodrigo was the recipient of MBA's Distinguished Member Award in 2010, MBA's Burton C. Wood Legislative Service Award in 2002, and MBA's Master Faculty Award in 2000. He also received MBA's Certified Mortgage Banker (CMB) designation.  Rodrigo was the founder, former President and Chief Executive Officer of AmeriSphere, a mortgage banking company dedicated to providing capital solutions for the multifamily industry, which was acquired by NorthMarq Capital in 2015. Prior to founding AmeriSphere, he was Chief Lending Officer for a life insurance company, responsible for investments in commercial mortgage loans and real estate properties. During his tenure in the architecture and construction industry, he worked on a wide range of commercial and institutional projects.  In addition to his work with MBA, he presently serves as Director of Mutual of Omaha Insurance Company and Mutual of Omaha Bank, Chairman of Children's Hospital and Medical Center, Director of the United Way of the Midlands, Director of The University of Nebraska Foundation, and member of Habitat for Humanity of Omaha's Advisory Council. The Greater Omaha Chamber of Commerce awarded Rodrigo the "Big O! Excellence Award for Minority Business of the Year" in 2013 and the "Volunteer of the Year Award" in 2011 in recognition of his superior service and dedication to the Omaha community.

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

    David Stevens 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 media and regularly appears trade media 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 and named one of Swanepoel REAL ESTATE TRENDS Report’s top ten "Newsmakers" of the year. Most recently, Dave was named to Mortgage Professional America's "The Hot 100 List." Dave received the Certified Mortgage Banker designation in October, 2015.  He currently serves on the Hope Loan Port board of directors, 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 newly formed J. Ronald Terwilliger Foundation for Housing America's Families.

  • Political Perspectives on Tax Reform

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Chris George, 2017 MBA Vice Chairman and Founder, President and Chief Executive Officer, CMG Financial

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

    David Leavitt, Real Estate Funds Tax Technical Leader, PwC

    Read more Read less

    National tax experts explore key components of proposed tax reform, one of the top legislative priorities for the new administration and Congress. While specific details are still in flux and formation, there is little doubt comprehensive reform could impact borrowers, lender business models, and deep-rooted elements of CRE investing significantly.  Learn what lenders need to pay attention to, along with the current political environment that will influence legislative action.

    Speaker(s)

    Chris George, 2017 MBA Vice Chairman and Founder, President and Chief Executive Officer, CMG Financial

    Christopher M. George, Vice-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. The company conducts business in 49 states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, Fannie Mae and Freddie Mac.  Founded in 1993, the company is widely known for responsible lending practices, industry and consumer advocacy, market innovation and operational agility. Under George's direction, CMG Financial has developed into a robust firm making its products and services available to the market nationally through three distinct origination channels including wholesale, correspondent and retail Lending which also serves the home builder, real estate and credit union communities. CMG Financial offers a variety of home loan products including their proprietary product, the All In One Home Loan.TM  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. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.  In 2012, George established the CMG Foundation, a philanthropic endeavor to support non-profit organizations at both the community and national levels. To date the CMG Foundation has provided valued funding for the Gary Sinise Foundation's R.I.S.E. program, MBA's Opens Doors FoundationTM, Homes for Our Troops, and the Cancer Support Community SF Bay Area programs, as well as benefitting a host of other local organizations.

    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.

    David Leavitt, Real Estate Funds Tax Technical Leader, PwC

    David Leavitt is a principal in PwC’s New York Real Estate tax practice. David is one of the technical leaders of PwC’s national real estate tax practice. He serves clients in the real estate industry on a wide range of tax matters, including structuring real estate private equity funds on behalf of fund sponsors and structuring investments in such funds in a tax-efficient manner for taxable, US tax-exempt, non-US governmental, and other non-US investors. David advises investors and investment sponsors on inbound real estate investments from outside of the United States, and his experience also includes the following: structuring direct and joint venture real estate investments, including advising on matters relating to partnerships and REITs; Foreign Investment Real Property Tax Act; non-US government investors eligible for Section 892 of the Internal Revenue Code (sovereign wealth funds); entity classification of non-US entities for US income tax purposes; and eligibility for benefits under US income tax treaties. David also advises clients on structuring mergers and acquisition transactions involving the real estate industry, including REIT acquisitions and dispositions, spin-offs, and mergers. David is a co-author of the Real Estate Investment Trusts treatise on Checkpoint Catalyst.  David holds a J.D. from Chicago-Kent College of Law and an L.L.M. (Master of Laws) from New York University School of Law.

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    This scenic hike,  leaving from the hotel's barbeque terrace, features inspiring views of Sawtooth Lake and the surrounding wilderness. Experience the true beauty of Tahoe's high country that can only be accessed on foot. After hiking past waterfalls and streams to one of the many granite-surrounded alpine lakes, you will feel relaxed, rejuvenated and ready for a beautiful outdoor brunch on the fireside terrace of the Ritz Carlton.

  • Refreshment Break

    Location: Ritz-Carlton Ballroom Foyer

  • What Will Be Your Legacy?

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Brad Meltzer, New York Times Bestselling Author, Host of Lost HIstory and Decoded

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    Brad Meltzer believes ordinary people can change the world. A New York Times bestselling author, host of Brad Meltzer’s Lost History on H2 and Brad Meltzer’s Decoded on the History Channel, he asks us to explore how we will be remembered and reminds us that our accomplishments and job title may not define our legacy. Join us for this inspiring and thought-provoking Ted-style talk that will never let you look at your life the same way again.

    Speaker(s)

    Brad Meltzer, New York Times Bestselling Author, Host of Lost HIstory and Decoded

    Brad Meltzer is the #1 New York Times bestselling author of The Inner Circle, The Book of Fate, and nine other bestselling thrillers including The Tenth Justice, The First Counsel, The Millionaires, The Book of Fate, and The President’s Shadow. His newest book is The House of Secrets.  In addition to his fiction, Brad is one of the only authors to ever have books on the bestseller list for Non-Fiction (History Decoded), Advice (Heroes for My Son and Heroes for My Daughter), Children’s Books (I Am Amelia Earhart and I Am Abraham Lincoln) and even comic books (Justice League of America), for which he won the prestigious Eisner Award.  He is also the host of Brad Meltzer’s Lost History on H2 and Brad Meltzer’s Decoded on the History Channel. The Hollywood Reporter recently put him on their list of Hollywood’s 25 Most Powerful Authors. Brad is also responsible for helping find the missing 9/11 flag that the firefighters raised at Ground Zero, making national news on the 15th anniversary of 9/11. Using his TV show, Brad Meltzer's Lost History, he told the story of the missing flag and asked Americans for their help in returning it. Four days later, a former Marine walked into a fire station in Everett, Washington, said he saw Meltzer's TV show, and now wanted to return the flag. Meltzer recently unveiled the flag at the 9/11 Museum in New York, where it is now on display.

  • Attendee Lunch

    Location: Ritz-Carlton Ballroom Terrace & Foyer

  • Shotgun Golf Tournament (Optional)

    Location: Bus will depart from the front door of the hotel to go to Gray’s Crossing Course (Boxed Lunch provided)

  • CREF Roundtable Discussion: Black Swans and Silver Linings: Are There Game-Changing Challenges and Opportunities in CRE?

    Location: Ponderosa Room


    Speaker(s)

    Mike McRoberts, Managing Director, PGIM Real Estate Finance

    Thomas S. Dennard, Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Read more Read less

    Following years of robust production levels, what's next on the horizon for CRE? Are geo-political uncertainty and a possible hesitation in global cash flows creating new concerns -- or opportunities -- for CRE finance executives? Are there signs that some are emerging? Join this roundtable discussion to hear and share your views among senior executives on known -- and unknown -- issues to help prepare for anticipatory action.

    Speaker(s)

    Mike McRoberts, Managing Director, PGIM Real Estate Finance

    Mike McRoberts is a Managing Director with PGIM Real Estate Finance. He serves as head of the company’s market rate Fannie Mae and Freddie Mac portfolio and agency production team. In this role, his focus is on the expansion of the company’s leadership position in multifamily lending. Mike is located in Arlington, Virginia.  Prior to joining the company in 2011, Mike served as vice president and national head of sales and production for Freddie Mac with responsibility for the agency’s conventional multifamily business, structured transactions, senior’s housing, the national Freddie Mac Program Plus® network and Freddie’s four regional production offices. Earlier, he was national head of underwriting and credit and managing director of Freddie Mac’s Southeast region. Before joining Freddie Mac in 1992, Mike held positions at First Maryland Mortgage Corporation in Baltimore and First Interstate Mortgage Corporation in Denver and Kansas City.  Mike currently serves as the chairman of the Multifamily Committee for the Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG) of the Mortgage Bankers Association (MBA). He also serves on the MBA’s Multifamily Steering Committee as well as the Debt Financing Subcommittee of the National Multifamily Housing Council. Mike served as the former chairman on the Fannie Mae DUS® Advisory Council. He is a member of the Urban Land Institute.

    Thomas S. Dennard, Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Thomas S. Dennard is chairman and chief executive officer of Grandbridge Real Estate Capital LLC, one of the nation’s largest full-service commercial and multifamily mortgage banking firms. Formerly the president and chief executive officer of Laureate Capital LLC, he was instrumental in the formation of Grandbridge. Created when Laureate Capital’s parent company, BB&T, acquired Collateral Real Estate Capital LLC and combined it with Laureate Capital’s existing loan origination and servicing platform, Grandbridge’s current servicing portfolio is more than $28.5 billion.  With more than 35 years of commercial mortgage banking experience, Mr. Dennard is able to share his extensive loan origination, structuring, placement and closing experience with commercial and multifamily clients nationwide. He holds a Bachelor of Arts in business from Catawba College. Mr. Dennard began his career with Wachovia Mortgage in 1978 and he was a partner with Fleet Funding/Mid-Atlantic from 1982 until 1994 when he co-founded Laureate Capital. He facilitated the sale of Laureate Capital to BB&T in 2001.  Mr. Dennard is Chairman of the Grandbridge Board of Managers and is a member of BB&T’s Senior Leadership Team. Additionally, he is a member of the Mortgage Bankers Association (MBA) and serves as Vice Chair of MBA’s Commercial/Multifamily Origination Council. Mr. Dennard is also a member of the National Multifamily Housing Council (NMHC) and the Urban Land Institute (ULI). He has served as co-chair of Freddie Mac’s National Advisory Council and has served on numerous life insurance companies’ National Advisory Councils. He is a member of the Catawba College Board of Visitors. He is a licensed real estate broker in North Carolina and South Carolina.

  • Residential Breakout Session: Regulatory Reform in the Trump Era

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Mark Jones, Chief Executive Officer and Co-Founder, AmeriFirst Home Mortgage

    Keith B. Bickel, Senior Vice President, Mortgage Policy and Strategic Analytics Executive, Bank of America

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    Andrew L. Sandler, Chairman and Executive Partner, Buckley Sandler LLP

    Read more Read less

    President Trump’s Executive Orders have outlined a mandate for government agencies to increase coordination, re-evaluate regulations and try to reduce unnecessary or duplicative regulatory burdens. Join a conversation with industry leaders to hear about and offer feedback on the ideas that MBA has put forward to the Treasury Department and Congress—including permanent reforms to the Qualified Mortgage, an end to “regulation by enforcement,” the roll back of Basel III—and the prospects for significant changes in the coming year.

    Speaker(s)

    Mark Jones, Chief Executive Officer and Co-Founder, AmeriFirst Home Mortgage

    Mark Jones is CEO and Co-Founder of AmeriFirst Home Mortgage. Mr. Jones has served in this role since the inception of the company in 1986. AmeriFirst is a leading Midwest mortgage originator and servicer based in Kalamazoo, Michigan. During Mr. Jones’s tenure, AmeriFirst has grown from operation in one state with 8 employees to 12 states with over 500 employees. AmeriFirst services its loans in house and has a portfolio that presently stands at $3.5 Billion (30,000 loans). INC magazine has recognized AmeriFirst as one of the fastest growing privately-held companies in America for the past five consecutive years. In 2016 Mark was named the Ernst & Young Entrepreneur of the Year for Michigan and Northwest Ohio. Mark serves on the Board of Directors of the Mortgage Bankers Association, Southwest Michigan First, and Big Brothers/ Big Sisters of Kalamazoo.

    Keith B. Bickel, Senior Vice President, Mortgage Policy and Strategic Analytics Executive, Bank of America

    Keith Bickel is the Mortgage Policy & Strategic Analytics Executive for Bank of America, managing federal policy relationships and special projects on behalf of Bank of America’s mortgage business. In his role, Keith helps Bank of America’s senior executive team define positions on key mortgage-related topics; leads the mortgage business in evaluating the impacts of proposed regulatory and legislative changes; and manages the Bank’s long-term vision and strategy for housing and mortgage finance. Toward that end, he works extensively with the external policy and trade group community, and engages directly with both executive and legislative policy-makers to shape policy options and outcomes. Prior to joining the Bank, Keith was chief of staff for the COO at Freddie Mac with responsibility for overseeing their end-to-end technology transformation effort. Previously, he led the corporate strategy group there as well. His prior policy career experience includes positions held at the White House and Pentagon, as well as several entrepreneurial ventures in the data and technology space.

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    David Motley, Chairman-Elect of the Mortgage Bankers Association, is 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. He has served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair. David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards.

    Andrew L. Sandler, Chairman and Executive Partner, Buckley Sandler LLP

    Andrew L. Sandler, Chairman & Executive Partner of Buckley Sandler, has been a strategic legal advisor to the banking and financial services sectors for more than 30 years.  Mr. Sandler’s law practice is focused on assisting company boards, C-Suite executives, and in-house legal, risk and compliance professionals navigate complex legal and regulatory challenges to achieve business goals.  He often represents financial services companies in regulatory examinations and enforcement actions. Mr. Sandler also leads financial services consulting firm Treliant Risk Advisors and is the founder of Asurity Technologies, a RegTech firm offering automated compliance solutions to the financial services industry.  

  • Buses depart for Gar Woods Restaurant on the Lake

    Location: Meet buses at front of Hotel. Buses will loop between hotel and restaurant

  • Reception and Dinner

    Location: Gar Woods Restaurant

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    Join us for a reception and dinner. Buses will loop between the hotel and Gar Woods Restaurant on the Lake beginning at 6:00 p.m. Meet at front of hotel.

  • MBA Advocacy Reception

    Location: Gar Woods Restaurant

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    You must be a member of MAA (Mortgage Action Alliance) to attend. Membership is free and you can join at the door.

Tuesday, June 6, 2017

  • Attendee Networking Breakfast

    Location: Ritz-Carlton Ballroom Terrace & Foyer

  • Registration and Hospitality Room

    Location: The Ritz Carlton Ballroom,
    Salon IIl

  • Spouse/Guest Breakfast (On Own)

    Location: Manzanita Restaurant

  • GSE Reform - MBA's Proposal

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Peter Carroll, Executive Vice President, Quicken Loans, Inc.

    Debra Still, CMB, President and Chief Executive Officer, Pulte Mortgage LLC

    Julie Piepho, CMB, AMP, President, National Operations, Cornerstone Home Lending, Inc.

    Rodrigo Lopez, CMB, 2017 MBA Chairman, Executive Chairman, NorthMarq Capital Finance, L.L.C.

    Read more Read less

    While legislative reform of Fannie Mae and Freddie Mac is still pending, MBA has released a proposal to reshape the secondary market through reform. Join us as members of the task force review MBA’s recently released white paper and take your questions.

    Speaker(s)

    Peter Carroll, Executive Vice President, Quicken Loans, Inc.

    Pete Carroll is Executive Vice President at Quicken Loans. In this role he provides expertise on recent and emerging changes in the asset sales environment including housing reform legislation and regulatory changes in the origination, servicing and secondary markets. Before joining Quicken Loans, Pete held a similar role as Senior Vice President of Capital Markets at Wells Fargo & Co. Prior to this, Pete served as Assistant Director of the Office of Mortgage Markets at the Consumer Financial Protection Bureau (CFPB). At the CFPB he led a team responsible for monitoring and analyzing markets for mortgage related products and services as well as assessing the impacts of mortgage rulemaking on lenders, consumers, and other stakeholders. Pete provided market insight and leadership throughout the CFPB’s Dodd-Frank Title XIV mandatory rulemakings. Before joining the CFPB, Pete was a Co-Founder of Overture Technologies, a venture-funded Fintech company providing credit risk management services and technologies. He has also worked for the management consulting firms Price Waterhouse, LLP and KPMG Peat Marwick, LLP. Pete currently serves on the Board of Directors for the Mortgage Industry Standards Maintenance Organization (MISMO), the Leadership Board of the U.S. Chamber of Commerce’s Center for Capital Markets Competitiveness (CCMC) and the Advisory Board for Mortgage Electronic Registration Systems, Inc. (MERS). He has also served on the Board of Directors for the Structured Finance Industry Group (SFIG). He provides leadership on numerous collaborative working groups at the Mortgage Bankers Association (MBA) and the Housing Policy Council (HPC).

    Debra Still, CMB, President and Chief Executive Officer, Pulte Mortgage LLC

    Debra W. Still, CMB, is President and Chief Executive Officer of Pulte Financial Services, which includes Pulte Mortgage LLC, PGP Title and PCIC Insurance and employs over 800 individuals throughout the U.S. Still is also President and CEO of Pulte Mortgage, a nationwide lender headquartered in Englewood, Colorado, which has helped more than 400,000 homebuyers finance their new home purchases since 1972. Pulte Financial Services is a part of PulteGroup, America’s largest homebuilder with operations in 31 states and the District of Columbia. Still has more than three decades of experience in the mortgage industry. She joined Pulte Mortgage in 1983, as Vice President/Branch Manager of the Maryland Division and subsequently held that position with the Dallas/Fort Worth Division. In June 1997, she was promoted to Executive Vice President, Production, and in October of that year was appointed to the Pulte Mortgage Board of Directors and named Corporate Secretary. Still became Chief Operating Officer in 1999, and in August 2004, was appointed President and Chief Executive Officer. She was named President and Chief Executive Officer of Pulte Financial Services in 2010. Still served as the 2013 Chairman of the Mortgage Bankers Association and is currently a member of the association's Board of Directors, Chair of the Affordable Housing Subgroup and a member of MBA’s Consumer Affairs Advisory Council. Still was awarded MBA’s Andrew D. Woodward Distinguished Service Award in 2014. As an active MBA member for more than a decade, Still has also served as Chair of MBA's Residential Board of Governors (RESBOG,) Chairman of MBA’s Diversity and Inclusion Committee, Chairman of the Council for Residential Mortgage Servicing for the 21st Century and was Chair of the MBA Forward Task Force. She has also served on MBA's Strategic Planning Committee, MBA's Loan Origination Task Force, and Secondary and Capital Markets Committee. Still has testified before Congress multiple times. Still is presently the Chairman of MBA’s Opens Doors Foundation. In 2011 and 2013, Still was featured in “Influential Women of the Housing Economy” by HousingWire Magazine and in 2011 was named one of “The Top Ten Women in Mortgage and Housing” by The Five Star Institute.

    Julie Piepho, CMB, AMP, President, National Operations, Cornerstone Home Lending, Inc.

    Julie Piepho, CMB, is President of National Operations for Cornerstone Home Lending, Inc. of Houston, TX. She graduated from the University of Wyoming with a Bachelor of Science in Finance and holds the prestigious Master Certified Mortgage Banker designation from the Mortgage Bankers Association.  Julie has over three decades of experience in the mortgage industry including executive positions with Norwest Mortgage and Wells Fargo Mortgage, along with managing several Colorado mortgage bank divisions while coaching and leading sales and operations teams.  She is past chairman of the Colorado Board of Mortgage Loan Originators where she was appointed by the governor for a 6 year term. For the MBA, Julie is past chairman of the Residential Board of Governors, a member of the Investment Committee, and the State Ambassador Committee along with participation in MORPAC, MAA and the State and Legislative Regulatory Committees. She is past chairman of the Colorado Mortgage Lenders Association.  Piepho has been honored with many awards; In July she will be honored as a Woman of Vision by the Northern Colorado Women of Influence, by the Northern Colorado Business Report as a Woman of Distinction, by the MBA for the Shumacher-Bolder Award for service to MORPAC, and by the Colorado Mortgage Lenders Association for the E. Michael Rosser Lifetime Achievement Award for those that personify high principles, ethics and professional values.

    Rodrigo Lopez, CMB, 2017 MBA Chairman, Executive Chairman, NorthMarq Capital Finance, L.L.C.

    Rodrigo López, Chairman of the Mortgage Bankers Association, is the Executive Chairman of NorthMarq Capital, a leading commercial mortgage banking company in the United States.  Rodrigo has been actively involved with MBA for three decades. He also currently serves as Chair of the Task Force for a Future Secondary Market. Rodrigo is the immediate past Chairman of MBA's Diversity and Inclusion Committee. He is a former Chairman of MBA's Commercial/Multifamily Board of Governors. He has served on the Association's Board of Directors since 2009, along with a previous stint on the board in 2003 and 2004. Rodrigo was the recipient of MBA's Distinguished Member Award in 2010, MBA's Burton C. Wood Legislative Service Award in 2002, and MBA's Master Faculty Award in 2000. He also received MBA's Certified Mortgage Banker (CMB) designation.  Rodrigo was the founder, former President and Chief Executive Officer of AmeriSphere, a mortgage banking company dedicated to providing capital solutions for the multifamily industry, which was acquired by NorthMarq Capital in 2015. Prior to founding AmeriSphere, he was Chief Lending Officer for a life insurance company, responsible for investments in commercial mortgage loans and real estate properties. During his tenure in the architecture and construction industry, he worked on a wide range of commercial and institutional projects.  In addition to his work with MBA, he presently serves as Director of Mutual of Omaha Insurance Company and Mutual of Omaha Bank, Chairman of Children's Hospital and Medical Center, Director of the United Way of the Midlands, Director of The University of Nebraska Foundation, and member of Habitat for Humanity of Omaha's Advisory Council. The Greater Omaha Chamber of Commerce awarded Rodrigo the "Big O! Excellence Award for Minority Business of the Year" in 2013 and the "Volunteer of the Year Award" in 2011 in recognition of his superior service and dedication to the Omaha community.

  • A Conversation on Residential and Commercial Markets

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

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

    Byron Boston, President, CEO and Co-Chief Investment Officer, Dynex Capital

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    Join a discussion with Mike Fratantoni and Byron Boston on the latest economic trends and prospects for the U.S. economy and the residential and commercial/multifamily real estate finance markets.

    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.

    Byron Boston, President, CEO and Co-Chief Investment Officer, Dynex Capital

    Byron Boston is President, CEO and Co-Chief Investment Officer of Dynex Capital (NYSE:DX), a leading Real Estate Investment Trust (REIT) with more than $4 billion in managed assets. Mr. Boston is responsible for strategy and operations as well as fostering and maintaining key relationships with shareholders, creditors, and dealers. He also leads the day-to-day investment, financing, hedging, and financial reporting decisions. Mr. Boston is also a member of Dynex Capital’s Board of Directors. Mr. Boston is a seasoned investment professional with more than 35 years of experience in the fixed income capital markets and the U.S. housing finance system. Since January of 2004 he has built two successful public companies, Dynex Capital and Sunset Financial Resources. Prior to Dynex, Mr. Boston served in a senior leadership role in the investment division of Freddie Mac for 7 years. Between 1981 and 1997 Mr. Boston developed his career as a banker and bond trader, first with Chemical Bank as a Corporate Banking Officer and then with Credit Suisse First Boston as a mortgage-backed securities trader. He is currently a board member of the Mortgage Bankers Association and The Salzburg Global Seminar.

  • Refreshment Break

    Location: Ritz-Carlton Ballroom Foyer

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    Meet at 10:15 at the front of the hotel. The outing begins with brunch at the Ritz Carlton’s Private Lake Club with gorgeous views of Lake Tahoe and the beautiful Sierra Nevada Mountains. After, you will head to downtown Truckee, a charming mountain town, recently placed on the National Register of Historic Places, for an afternoon of exploring quaint boutiques and eateries, all set in historic buildings. Before heading back you will enjoy a wine tasting at Uncorked, one of Truckee’s favorite restaurants.

  • COMBOG Meeting (By Invitation Only)

    Location: Pines Ballroom

  • Residential Breakout Session: Fintech and the Future

    Location: Ritz-Carlton Ballroom,
    Salon l&ll


    Speaker(s)

    Bill Emerson, 2016 MBA Chairman and Vice Chairman, Quicken Loans, Inc.

    Nate Longfellow, Consumer Lending Consulting Practice Head, Cognizant

    Jonathan Corr, President and Chief Executive Officer, Ellie Mae, Inc.

    James M. Deitch, CMB, CPA, Chief Executive Officer, TeraVerde Management Advisors

    Nima Ghamsari, Chief Executive Officer and Co-Founder, Blend

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    Innovation continues to be a key theme of industry conferences and widely covered in industry press in the past year. Likewise, industry technology has been the focus for MBA Chairman Rodrigo Lopez, CMB. Join us for an interactive discussion on fintech and the future of the mortgage industry, including its impact on marketplace efficiency and responsiveness.

    Speaker(s)

    Bill Emerson, 2016 MBA Chairman and Vice Chairman, Quicken Loans, Inc.

    Bill Emerson is Vice Chairman Quicken Loans, the nation’s second 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 nearly $300 billion in home loan volume across all 50 states since 2013. 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 seven years, 2010–2016. The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for three consecutive years, 2014 through 2016, each year the company was eligible. Detroit-based Quicken Loans employs 16,000 team members. The company was ranked No. 10 on FORTUNE magazine’s annual “100 Best Companies to Work For” list in 2017, and has been among the top-30 companies for the last 14 years. Computerworld Magazine also recognized Quicken Loans as one of the “100 Best Places to Work in IT” for the past 12 years, ranking the company No. 1 in 2016, 2015, 2014, 2013, 2007, 2006 and 2005. 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.

    Nate Longfellow, Consumer Lending Consulting Practice Head, Cognizant

    Nate Longfellow leads the Consumer Lending Consulting Practice at Cognizant and has over 22 years of experience in mortgage lending. Cognizant is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Cognizant’s unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. In his current role, Nate leads an advisory practice that assists lenders in shaping their business and technology landscape to address the pressing issues of the digital present and the digital future. Nate has a unique combination of both technical and business expertise within mortgage lending. His background includes both leadership responsibilities within mortgage technology, as well as oversight and management of mortgage operations. Prior to joining Cognizant, Nate held leadership positions with PwC, Dimont, First American, Ocwen Financial, DataQuick and GMAC-RFC.

    Jonathan Corr, President and Chief Executive Officer, Ellie Mae, Inc.

    Jonathan Corr is President & Chief Executive Officer of Ellie Mae, Inc.  Jonathan has served as the Company’s chief executive officer since February 2015 and president since February 2013. Jonathan has also served as a member of Ellie Mae’s Board of Directors since February 2015.Previously, Jonathan served as the Company’s chief operating officer from November 2011 to February 2015, executive vice president and chief strategy officer from November 2009 to November 2011, as chief strategy officer from August 2005 to November 2009 and as the Company’s senior vice president of product management from October 2002 to August 2005.  Prior to joining the Company, Jonathan held executive and management positions at PeopleSoft, Inc., KANA, BroadBase Software, and Netscape Communications.

    James M. Deitch, CMB, CPA, Chief Executive Officer, TeraVerde Management Advisors

    James M. Deitch is the Chief Executive Officer of TeraVerde Management Advsors.  Deitch is a serial entrepreneur, having founded two national banks, a dozen financial services ventures, and four technology oriented companies. He currently serves as co-founder and CEO of Teraverde group of companies. Teraverde is a professional advisor to financial services companies. Teraverde helps banks and mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. Teraverde’s consulting services include credit management and credit risk assessment, mortgage origination technology, mortgage repurchase and indemnity risk management, regulatory and mortgage banking advisory services, as well as expert services in litigation matters related to mortgage banking.  Deitch served President and CEO of five federally chartered banks, including two banks that he founded, all focusing on residential lending. Deitch was co-founder, Chairman and CEO of American Home Bank N.A. Under Deitch’s leadership, American Home Bank has been cited as one of the fastest growing companies in the United States by INC. Magazine. The Bank was named one of the top 50 residential lenders in the United States by SourceMedia, publisher of American Banker. Deitch developed end-to-end information technology, business process and loan servicing systems to ensure cost effective and compliant mortgage banking operations. American Home Bank was acquired by Greystone Bancorp in 2010.

    Nima Ghamsari, Chief Executive Officer and Co-Founder, Blend

    Nima Ghamsari is the Chief Executive Officer and Co-Founder of Blend, a Silicon Valley technology company empowering lenders to originate efficient, data-driven mortgages while offering their borrowers a compelling user experience. Prior to Blend, Nima was an early employee at Palantir Technologies where he co-founded its commercial group whose mission was to solve major data challenges for the financial sector. After the 2008 financial crisis, Nima worked directly with major banks and agencies to develop and implement software enabling underwater borrowers to avoid foreclosures while saving billions of dollars of debt.

  • Buses depart for Old Greenwood Golf Course for Tee Times (Optional)

    Location: Meet the bus at 12:00 noon at the front door of the hotel to go to Old Greenwood Golf Course for Tee Times (Boxed Lunch provided)

  • Attendee Lunch

    Location: Ritz-Carlton Ballroom Foyer

  • Golf at Old Greenwood Golf Course (Optional)

    Location: Meet the bus at 12:00 noon at the front door of the hotel to go to Gray’s Crossing Course (Boxed Lunch provided)

  • RESBOG Meeting (By Invitation Only)

    Location: Pines Ballroom

  • Reception and Dinner

    Location: Cocktails: Fireside Terrace Dinner: Manzanita Restaurant

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