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

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Thursday, April 22, 2021

  • Secondary & Capital Markets Track: Pipeline Hedging: Preparing for the Unexpected

    Location: Breakouts


    Speaker(s)

    Dean Brown, Founder and Chief Executive Officer, Mortgage Capital Management, Inc.

    Douglas Krueger, Executive Vice President, Trading and Analytics, PHOENIX

    Brad Eskridge, Managing Director, Secondary Solutions Group, MIAC Analytics

    Sheli Flieger, Senior Vice President, Capital Markets and Post Closing, Norcom Mortgage

    Secondary & Capital Markets

    March 2020 not only brought the onset of the COVID-19 national emergency, but also illiquidity in fixed-income products, dramatic market invention by the Fed, volatility in MBS prices, and significant margin calls for many originators with hedged pipelines. One year later, it is time to take stock of what happened and understand the lessons learned. This session offers strategies for hedging pipelines while also remaining resilient against sharp market movements.

    Speaker(s)

    Dean Brown, Founder and Chief Executive Officer, Mortgage Capital Management, Inc.

    Dean Brown is the founder and CEO of Mortgage Capital Management, Inc. Since 1994, MCM has provided mortgage banking clients with services that maximize profitability, decrease earnings volatility, and optimize all aspects of their capital markets operations. He is one of the longest-running Hedge Advisory and Analytics experts in the industry.  Prior to MCM, Dean has held positions including SVP of Secondary Marketing for First Interstate Bank, Vice President of Secondary Marketing at The Hammond Company, and Assistant Vice President of Asset and Liability Management with Security Pacific Bank. He has a Bachelor of Arts degree from Claremont McKenna College and an MBA from the University of San Diego. He has also contributed numerous articles for various industry publications and frequently participates as a speaker during MBA and other events.

    Douglas Krueger, Executive Vice President, Trading and Analytics, PHOENIX

    Doug Kruger, CFA, has served as our Executive Vice President of Trading and Analytics, is a crucial voice to the company since he joined our team in May 2019. As part of our growing PHOENIX representation throughout the states, Doug is based out of Dallas, Texas. He is a well-known seasoned veteran from his prior capital markets and secondary marketing roles, leading the teams at Mr. Cooper, Citi Mortgage, and Principal Residential, dating back to 1991. The spectrum of engagements suitable includes loan pricing, margin management, hedging, best execution, pooling and delivery, and everything in-between.

    Brad Eskridge, Managing Director, Secondary Solutions Group, MIAC Analytics

    Brad Eskridge joined MIAC in July 2011 as Vice President, Secondary Solutions Group.  With over 19 years of secondary marketing experience, Mr. Eskridge provides MIAC with an exceptional level of mortgage banking expertise.  His experience includes roles with small and large independent mortgage bankers as well as a small community bank. His broad range of past experiences has helped MIAC clients achieve their goals more effectively and more efficiently.  Currently Mr. Eskridge is the Managing Director of MIAC’s Secondary Solutions Group. Based out of Charlotte, NC, his primary responsibilities include managing the trade desk, overseeing development projects, and sales support.

    Sheli Flieger, Senior Vice President, Capital Markets and Post Closing, Norcom Mortgage

    Sheli Flieger joined Norcom Mortgage in 2008 and serves as Senior Vice President leading Capital Markets and Post Closing.  Sheli oversees all capital market activities including pricing, hedging, and secondary market execution.  In addition, she is responsible for product development functions, manages investor relationships with GSE’s, government agencies and investors.  Prior to Norcom, Sheli’s experience is in commercial and residential real estate.  She is a member of the MBA’s Secondary and Capital Markets Committee and an avid supporter of the MBa’ mPower community.  Sheli currently serves on the board of Norcom Cares, the charitable foundation of Norcom Mortgage.

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