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

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Thursday, April 22, 2021

  • IMB Business Strategy & Operations Track: The Big Picture: Strategic Structuring Decisions

    Location: Breakouts


    Speaker(s)

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

    Thomas Kearney, Partner, Akerman LLP

    Robert Losquadro, Senior Vice President, Houlihan Lokey

    Anna Pinedo, Partner, Mayer Brown LLP

    IMB Business Strategy & Operations

    This session will zoom out to let C-suite executives consider what business structure may be best for their respective IMBs. A panel of experts discuss trends and takeaways from companies going public, either via an IPO or SPAC; installing ESOPs; conventional M&A activity; and bank acquisitions.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry 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 and serves on the CSP's Industry Advisory Group and 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.  He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary, and has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities.

    Thomas Kearney, Partner, Akerman LLP

    Thomas Kearney helps lenders, technology companies, and other financial services providers operationalize and assess compliance with state and federal financial services laws and regulations, ranging from implementing the recent HMDA amendments to assessing program compliance with information privacy, data breach, and cybersecurity requirements. Thomas joined Akerman from the CFPB's Office of Regulations, where he played a key role developing and drafting multiple mortgage originations related rulemakings. He led the team responsible for the Home Mortgage Disclosure Act rulemakings. He was also substantially involved in the CFPB's TILA—RESPA Integrated Disclosure rulemaking and the Ability-to-Repay and Qualified Mortgage rulemakings.

    Robert Losquadro, Senior Vice President, Houlihan Lokey

    Robert Losquadro is a member of Houlihan Lokey’s Financial Institutions Group, where he focuses on advising financial services companies on M&A, capital-raising, and other corporate finance engagements.  Robert’s coverage area focuses on residential mortgage and real estate finance, including originators, servicers and technology and services providers.  Previously, Robert was an Associate at Milestone Advisors, LLC, in Washington, D.C., where he focused on specialty finance and mortgage finance M&A and capital-raising.  Prior to joining Milestone, he focused on distressed debt acquisitions and turnaround situations as an Analyst for the Denver-based investment firm Republic Financial Corp.

    Anna Pinedo, Partner, Mayer Brown LLP

    Anna Pinedo is a partner in Mayer Brown’s New York office and co-leader of the Global Capital Markets practice. She concentrates her practice on securities and derivatives. Anna represents issuers, investment banks/financial intermediaries and investors in financing transactions, including public offerings and private placements of equity and debt securities, as well as structured notes and other hybrid and structured products.  She works closely with financial institutions to create and structure innovative financing techniques, including new securities distribution methodologies and financial products. She has particular financing experience in certain industries, including technology, telecommunications, healthcare, financial institutions, REITs and consumer and specialty finance. Anna has worked closely with foreign private issuers in their securities offerings in the United States and in the Euro markets. She also works with financial institutions in connection with international offerings of equity and debt securities, equity- and credit-linked notes, and hybrid and structured products, as well as medium term note and other continuous offering programs. In the derivatives area, Anna counsels a number of major financial institutions acting as dealers and participants in the commodities and derivatives markets. She advises on structuring issues as well as on regulatory issues, including those arising under the Dodd-Frank Act. Her work focuses on foreign exchange, equity and credit derivatives products, and structured derivatives transactions. Anna has experience with a wide range of transactions and structures, including collars, swaps, forward and accelerated repurchases, forward sales, hybrid preferred stock and off-balance sheet structures. She also has advised derivatives dealers regarding their Internet sites and other Internet and electronic signature/delivery issues, as well as on compliance matters. Anna regularly speaks at conferences and participates in panel discussions addressing securities law issues, as well as the securities issues arising in connection with derivatives and other financial products.

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