Spring Conference & Expo: Independent Mortgage Banks, Secondary Markets, Servicing and Technology

Session Detail

Refine By

Session Type

Start Date

Note: Schedule subject to change. All sessions are in Eastern Time.

Flexibility is key! Attend what you want, when you can. Stream it live or catch up on-demand after the conference - MBA LIVE offers all access to accommodate your busy schedule.

See what MBA LIVE is all about!


Build a program that meets your needs. Check out the schedule to find details on the following targeted tracks:

1 results
Download Agenda Editable Agenda View Full Agenda

Tuesday, April 20, 2021

  • Secondary & Capital Markets Track: The Rise of ESG: What it Means for your Company

    Location: Breakouts


    Speaker(s)

    Deborah Jones, CMB, Senior Vice President and Director of Mortgage Capital Markets, Citizens Bank

    Roger Ashworth, Director and Head, Non-Agency MBS Strategy, Citi Research

    Mark Hanson, Senior Vice President, Securitization, Freddie Mac

    Gray MacNair, Vice President and Co-Lead of Single-Family, Capital Markets, Fannie Mae

    Keith Stephan, Managing Director and Treasurer for Consumer & Community Banking, JPMorgan Chase

    Secondary & Capital Markets

    Environmental, social, and governance factors (ESG) are top of mind for C-suite executives in sectors across the economy. Investors, customers, and counterparties want to know how companies are addressing risks from climate change, promoting diversity in leadership, engaging in environmentally sustainable practices, advancing social justice, and giving back to communities. Leaders at the intersection of housing and ESG analysis help navigate what we all need to do - today and in the future.

    Speaker(s)

    Deborah Jones, CMB, Senior Vice President and Director of Mortgage Capital Markets, Citizens Bank

    Deb Jones, CMB, is Director of Mortgage Capital Markets for Citizens Bank.  She oversees teams that manage pipeline hedging and delivery, pricing, investor relations, product development, and credit administration. In her 30+ year career, Deb held various roles, including, trading, deal structuring and asset sales at the RTC and Wall Street.  She also served broader roles, including a Chief Administration Officer role and an entrepreneurial role as co-founder and principal in a mortgage consulting firm.  Debbie participates in industry activities and trade associations.  She currently serves as Vice Chair of MBA Capital Markets Committee.  She is an avid equestrian and owns a small horse farm in Virginia Richmond and is co-founder in her sister’s organic spirits company. 

    Roger Ashworth, Director and Head, Non-Agency MBS Strategy, Citi Research

    Roger Ashworth is a Director and Head of Citi Research's Non-Agency MBS Strategy team. His team is responsible for relative value, prepayment and credit analysis within the non-agency mortgage market. Prior to joining Citi, Roger was in a similar role at Amherst Securities Group, and he was a non-agency MBS trader at Merrill Lynch prior to that. Roger received a BS degree in engineering from the US Naval Academy and an MBA degree from Georgetown University.

    Mark Hanson, Senior Vice President, Securitization, Freddie Mac

    Mark 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.  In early 2020 Hanson was asked to stand up Freddie Mac’s Sustainability Office.  That team now coordinates across Freddie Mac to produce ESG reporting, product and strategy development and growing awareness around social justice and climate risk.  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.  Hanson has a B.S. from Allegheny College and an MBA from the University of Rochester.

    Gray MacNair, Vice President and Co-Lead of Single-Family, Capital Markets, Fannie Mae

    Gray MacNair is Vice President and Co-lead of Fannie Mae’s Single Family - Capital Markets. MacNair manages the Conduit, which provides liquidity to lenders through whole loan and MBS purchases.  The Conduit includes: (i) Fannie Mae’s Early Funding platform, which allows approved lenders to sell loans and pools to Fannie Mae on an accelerated basis, and (ii) Fannie Mae’s Capital Markets Solutions team. MacNair 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.  In addition, MacNair manages the Investor Engagement & Advocacy team, which develops strategies on how to promote Fannie Mae’s offerings while regularly engaging and educating our investor customers.  MacNair also oversees the Capital Markets Front Office team. Prior to her current role at Fannie Mae, MacNair was a Director on Fannie Mae’s Capital Markets Pricing and Sales Desk, which provides liquidity to lenders via credit pricing management, whole loan sales, and MBS trading.  Previously, MacNair worked at Deutsche Bank in Global Equities in New York as an Institutional Sales Representative. MacNair received her Bachelor of Science in Business Administration from the University of North Carolina, Chapel Hill.

    Keith Stephan, Managing Director and Treasurer for Consumer & Community Banking, JPMorgan Chase

    Keith Stephan is the Treasurer for Consumer & Community Banking, responsible to manage balance sheet, capital, liquidity and interest rate risk.  In addition Keith oversees the CCB Business Modeling team, in support of marketing, finance, and deposit modeling. He has held a number of roles in Treasury & CIO, most recently as the head Funds Transfer Pricing (FTP) and Intercompany Liquidity Management at JPMorgan Chase.  He has been a part of JPMC for twenty-two years, and previously held positions in technology, middle office operations, and market risk management. Keith obtained an undergraduate degree in Business Administration from the University of Vermont.  He lives Westport, Connecticut with his wife and two boys.  In his spare time, he enjoys coaching young athletes in alpine ski racing at the Bromley Outing Club in Peru, VT.  In his truly spare time, he enjoys skiing a few runs alone early in the morning.

Our Sponsors