Schedule

Refine By

Session Type

Start Date

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the MBA Events mobile app -available in both the App Store and Google Play- on-site for final locations.

1 results
PDF Agenda Editable Agenda

Sunday, September 16, 2018

  • EMERGING COMPLIANCE RISK TRACK: Lending to Nontraditional Borrowers

    Location: Independence Ballroom A,
    Independence Level


    Speaker(s)

    Stephen Rudner, Managing Director, Treliant, LLC

    Gregory Blase, Partner, K&L Gates

    Rodney Abele, Senior Counsel, Regulatory Policy, PNC Bank, National Association

    Breakout Session

    This session will focus on the legal issues that create compliance challenges around lending to nontraditional borrowers, including immigrants, borrowers employed by the gig economy, nontraditional wage earners, multigenerational households and more.

    Speaker(s)

    Stephen Rudner, Managing Director, Treliant, LLC

    Steve Rudner, Managing Director and Head of Treliant’s New York Office, is a senior executive with 22 years of principal and advisory investment bank experience. His areas of expertise include the origination, servicing, warehouse lending, whole loan sale, product development, risk management, and securitization of residential mortgage loans as well as smaller commercial mortgage, credit card, unsecured consumer, and franchise loans.  Steve was a Managing Director and Co-Head of Morgan Stanley’s U.S. Residential Mortgage Business. At Morgan Stanley, his responsibilities included advisory services, non-market risk management, strategic planning, and product development. He also directly oversaw whole loan bulk acquisitions, the correspondent conduit, loan sale and securitization execution, and Saxon Mortgage Services - the servicing division of Saxon Mortgage. Steve began his career at Bear Stearns where he assumed various due diligence, finance, and securitization roles. He became Vice President in 1991 and was one of the initial members of Bear Stearns’ mortgage-backed securities department.  Most recently, Steve was the C.E.O. and co-founder of Access 3:42, an independent institutional equity research firm that hires sell-side research analysts and sells access to them and their research to hedge funds and money management firms.

    Gregory Blase, Partner, K&L Gates

    Greg Blase advises clients on the development of integrated solutions for risk mitigation in industries that have consumer-facing business operations. He counsels companies to identify regulatory and litigation risk and to advise in-house legal departments and management on best practices for responding to that risk. Mr. Blase’s clients include leading companies in the financial services, energy, media and telecommunications, manufacturing, and consumer products industries. Mr. Blase provides regulatory-compliance advice and policy and procedure review. He oversees audits and internal investigations and responds to government investigations. Mr. Blase defends complex litigation including class actions. He takes a holistic approach to addressing legal risk, recognizing the importance of bringing stakeholders together to solve problems collectively.

    Rodney Abele, Senior Counsel, Regulatory Policy, PNC Bank, National Association

    Rodney Abele, Senior Counsel, Regulatory Policy, The PNC Financial Services Group, Inc.  Mr. Abele advises on emerging developments in regulatory policy, with an emphasis on consumer financial services, payments, and emerging technologies. In this role he has worked on issues that cover mortgage finance, faster payments, and fintech, as well as advocated to regulators on matters of public policy and effective implementation. Previously Mr. Abele served as Vice President, Government Affairs & Legislative Counsel to The Clearing House Association and as Senior Counsel to Federal Financial Analytics.