Schedule

Schedule subject to change.

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

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Wednesday, March 27, 2019

  • Registration

    Location: Reunion Foyer,
    Lobby Level

    Registration

  • Continental Breakfast

    Location: Reunion Foyer,
    Lobby Level

    Breakfast,

    Networking Opportunities

  • CREF/Residential Track: The New Programming Platforms (aka Salesforce)

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Eric Carter, Senior Vice President, Information Technology & Security, NorthMarq Capital, LLC

    Tim Smith, Client Partner, Simplus

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Bryan Lee, Global Head, Mortgage, Salesforce.com, Inc.

    Breakout Session,

    CREF Track

    Read more Read less

    Increasingly, new development takes place within a third-party software package like Salesforce or a servicing system. This session explores how firms are managing development and maintenance, as well as the staffing and specialization that comes with software development.

    Speaker(s)

    Eric Carter, Senior Vice President, Information Technology & Security, NorthMarq Capital, LLC

    Eric Carter manages NorthMarq Capital’s IT department and provides strategic leadership for current and future technology at the company. His responsibilities include ensuring all processes and resources are in place to deliver consistent IT services on a daily basis, overseeing high-profile IT projects, and managing key vendor partnerships.  Prior to joining NorthMarq, Eric worked at Welsh Companies, leading their IT department. He also spent five years at Evolution1, where he managed the production infrastructure/operations for a SaaS provider that helped individuals, employers and TPAs manage their FSA, HRA and HSA. He also has worked as a project manager at Target, a part-time real estate agent for five years, and spent 10 years with Accenture in various roles that focused on helping clients build and run their data centers.

    Tim Smith, Client Partner, Simplus

    Tim has nearly 30 years of sales experience and has served as an SVP, EVP, COO, and president in a
    myriad of companies. He focuses on user adoption and utilization metrics, knowing that a fantastic
    solution is only valuable when fully used.

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Gabe Minton joined Guild Mortgage in 2017 and leads its growing technology and information strategy, positioning the company for future growth. This includes developing next generation platforms and services to continue to enhance Guild’s customer experience and maximize operational efficiencies.  Gabe has more than 25 years of experience in leadership roles with mortgage and technology companies in a variety of settings. He specializes in creating software systems, products and standards and has been responsible for strategy and execution, communications and vendor relations throughout his career.  Prior to joining Guild, Gabe served as senior vice president and chief information officer at PHH Mortgage from 2014 to 2017, where he transformed the information technology division to meet growing regulatory and customer needs for the largest banks.  Gabe also served in senior management, strategy and technology positions with Black Knight’s ServiceLink, Motivity Solutions, Accenture Mortgage Cadence and the Mortgage Bankers Association. He was one of the leading architects and founding members of MISMO, the Mortgage Industry Standards Maintenance Organization (a subsidiary of the MBA).

    Bryan Lee, Global Head, Mortgage, Salesforce.com, Inc.

    Bryan Lee leads lending and fintech for the Global Financial Services Solutions team at Salesforce. He partners with customers to design and deliver solutions for growth and digitization of lenders and banks that are leading the digital transformation of lending, and creating customer and borrower experiences that stand out. Salesforce partners with dozens of fintech firms, banks, credit unions and lenders across mortgage, consumer and business lending around the world to drive marketing, sales and service to fuel customer growth as well as provide cloud based platforms for development for rapid time to market. And Salesforce has customers in mortgage lending among the top bank lenders around the world and half of the top independent mortgage originators in the U.S.

  • Residential Track: The Return of Private Label Securitization

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Amanda Brezing, Executive Director, Non Agency Trading, JPMorgan Chase

    Andrew T. Ball, Senior Vice President, Secondary Marketing Hedging and Security Sales Manager, BB&T

    Jack Kahan, Managing Director, RMBS, Kroll Bond Rating Agency

    Thomas Richardson, Chief Technology Officer, Redwood Trust Inc.

    Julia Curran, Director, Product and Client Solutions, American Mortgage Consultants, Inc

    Breakout Session

    Read more Read less

    After many years of false starts, the PLS market is beginning to grow more rapidly. Lenders who have not been active in PLS issuance recently may need to re-tool their processes in order to take advantage of market opportunities. This session will explore the data and process requirements of working in this market segment, and some of the unique challenges of putting together your first deal.

    Speaker(s)

    Amanda Brezing, Executive Director, Non Agency Trading, JPMorgan Chase

    Ms. Brezing is an Executive Director and co-head of the JPMorgan Whole Loan Conduit trading desk. The team is responsible for new origination residential securitization and secondary loan trading. She specializes in expanded credit for QM and Non-QM assets. Prior to joining the desk in 2012, she created models to derive prices on Agency derivatives within the PricingDirect group at JPMorgan.

    Andrew T. Ball, Senior Vice President, Secondary Marketing Hedging and Security Sales Manager, BB&T

    Andy Ball has 25 years of mortgage finance experience, primarily in Secondary Marketing. He is currently Senior Vice President, Secondary Marketing Hedging and Security Sales Manager for Branch Banking and Trust’s Mortgage Lending Division. In this capacity, he is responsible for BB&T’s pricing, interest rate risk management, loan sales/securitizations and mandatory delivery loan purchase program.  Before joining BB&T, Andy was SVP and Director of Secondary Marketing for BBVA Compass Bank where he managed all secondary marketing activities and was a member of the senior leadership team. He began his career at Wachovia Mortgage, where he held a series of increasingly responsible roles in secondary marketing and operations.

    Jack Kahan, Managing Director, RMBS, Kroll Bond Rating Agency

    Jack Kahan is a Managing Director responsible for Residential MBS at Kroll Bond Rating Agency, Inc. He covers all RMBS asset types, including newly-originated prime jumbo loans, legacy performing and reperforming loans, newly-originated agency loans, and resecuritized legacy RMBS bonds.  Prior to joining Kroll, Jack spent seven years in various roles in the U.S. RMBS group at Standard & Poor’s, most recently as a Director and Analytical Manager responsible for newly issued ratings. Along with leading a team of analysts in applying new issuance methodology and ratings, Jack lead and co-authored many of the firm’s RMBS-related criteria and research publications. In addition to his work in structured finance ratings, Jack spent two years as a risk management Senior Associate with Sterling Stamos Capital Management, LP. At Sterling Stamos, he was responsible for evaluating the fund’s hedge fund exposure across the firm’s absolute return and equity focused strategies. In this role, he performed diligence on prospective fund investments and helped to build a comprehensive risk tracking and reporting system, which covered VaR metrics, stress testing, and liquidity analyses.

    Thomas Richardson, Chief Technology Officer, Redwood Trust Inc.

    Thomas Richardson is the Chief Technology Officer of Redwood Trust. Redwood is a public company listed on the New York Stock Exchange. It is a specialty finance company that has been the leader in Jumbo RMBS over the last 25 years. Thomas joined Redwood in 2014 as CTO. Prior to that, Thomas worked at Bank of America as the CTO of the Home Loan Division. During his career, Thomas has worked across several disciplines of technology leadership at both large and small financial companies focused on mortgage asset creation and management.

    Julia Curran, Director, Product and Client Solutions, American Mortgage Consultants, Inc

    Julia Curran over 30 years' experience in the mortgage industry, with over 15 years in the due diligence arena. Julia joined AMC in 2013, previously holding director and/or vice president level positions on both the vendor and investment bank sides of the residential mortgage due diligence industry.  Julia started her career on the origination side of the business developing systems to automate the originations process and then worked in the secondary marketing, servicing and master servicing areas managing various aspects of each department. She has managed the definition of business requirements leading to system design, development, implementation and maintenance of mortgage origination, servicing, due diligence and quality control systems; initiated and controlled operational reviews of companies that serviced loans for, or were selected for purchase by clients; and created and managed a Master Servicing Department for a major Wall Street firm. Most recently, Ms. Curran has managed hundreds of due diligence projects covering whole loan purchases as well as rated private securities.

  • Closing Super Session: CREF Hear from Peers

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Jamie Woodwell, Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

    Breakout Session,

    CREF Track

    Read more Read less

    Still looking for answers or interested in engaging in conversations with your peers?  Attend the CREF closing super session to "Hear from your Peers."  

    Speaker(s)

    Jamie Woodwell, Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

  • Residential Closing Super Session: Listen up! Emerging Technologies and Innovations You Should Pay Attention to Over the Next 3-5 Years

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Jan Davis, Vice President, MISMO and Associate Vice President, Mortgage Bankers Association

    Barbara Cooper-Jones, Senior Vice President, Enterprise Data and Technology Solutions, Ginnie Mae

    Steve Smith, Chairman, Chief Executive Officer and Co-Founder, Finicity

    David A. Coleman, Managing Director, KPMG LLP

    Brian Stucky, Chief Executive Officer, DecisionX

    Lisa Springer, Senior Partner, Chief Executive Officer, STRATMOR Group

    Dominick Marchetti, Chief Technology Officer, loanDepot.com, LLC

    Jason Birmingham, Vice President, Head of Capital Markets and Finance Technology, Fannie Mae

    Breakout Session

    Read more Read less

    If anything, technological innovation seems to be moving faster every day.  Knowing how technology may evolve in 3-5 years can help you plan successfully for both the short and long-term.  Our closing Super Session for the Residential track will provide the opportunity to hear what a panel of experts thinks might change in this time horizon, while affording you the opportunity to ask questions and offer your own perspective.

    Speaker(s)

    Jan Davis, Vice President, MISMO and Associate Vice President, Mortgage Bankers Association

    Jan Davis is a leader in the mortgage finance industry with experience managing standards development, mortgage operations, and data warehousing activites. She is the Vice President of MISMO, the mortgage industry’s standards organization and Associate Vice President of MBA. Jan is responsible for managing the daily operations of MISMO. Prior to joining MBA, Jan was Director, Single Family Loan Operations at Fannie Mae.

    Barbara Cooper-Jones, Senior Vice President, Enterprise Data and Technology Solutions, Ginnie Mae

    Barbara Cooper-Jones joined Ginnie Mae in November 2011. She is the Senior Vice President, Enterprise Data and Technology Solutions. She is responsible for defining and implementing enterprise information and mortgage loans/MBS technology solutions across Ginnie Mae.   Prior to joining Ginnie Mae, Ms. Cooper-Jones was the Assistant Vice President of Enterprise Program Management in National IT at the Federal Reserve Bank of Richmond where she led large scale program infrastructure modernization efforts.  Ms. Cooper-Jones served as Vice President of Enterprise Data Technology at Fannie Mae from 2004 to 2007, responsible for leading long range strategic planning and day-to-day activities for the corporation’s Single and Multifamily data warehouse in support of Financial Reporting, Regulatory Reporting and Research and Analytics. Ms. Cooper-Jones defined and implemented a Corporate Data Strategy and a first generation data governance program.

    Steve Smith, Chairman, Chief Executive Officer and Co-Founder, Finicity

    Financial services entrepreneur Steve Smith is the Chairman, CEO and Co-Founder of Finicity, an industry innovation platform providing consumer-permissioned financial data and insights. Steve has built a strong reputation with customers and partners for developing creative strategies and disruptive technologies that deliver market efficiencies, provide better experiences and enable new business models. He has been the creative force behind many of Finicity’s offerings for financial data APIs, credit decisioning tools and financial wellness solutions.  In building Finicity, Steve has leveraged executive leadership experiences from public and private organizations, spanning large enterprises to small start-ups. Highlights include senior executive responsibilities for the world’s largest supplier of data communications products for mobile computers, where he is credited as a pioneer in mobile data communications, and turning around a large industrial manufacturer to become a leader in its market.

    David A. Coleman, Managing Director, KPMG LLP

    David is a managing director in KPMG’s Business Optimization Advisory practice, leading financial services operational transformation and technology implementation. He has more than 25 years of mortgage industry experience with a broad background in large-scale business systems development, strategy and planning, decision management and automation. The scope of David’s experience includes work with leading banks, mortgage lenders and servicers, mortgage insurers, mortgage investors and GSEs, technology vendors and service providers.

    Brian Stucky, Chief Executive Officer, DecisionX

    A recognized thought leader in decision management, Brian Stucky brings three decades of experience designing and implementing business rule and process management systems to the financial services industry as well as the Federal government. He started DecisionX to help organizations leverage standards and emerging technology to drive their Fintech and Regtech digital evolution.  Brian is a contributing author to three decision management books, currently serves on the editorial board of the Business Process Management Institute and has well over 60 publications in addition to invited speaking engagements at professional events. He is now in his fifth year as co-chairman of MISMO’s Decision Management Community of Practice.

    Lisa Springer, Senior Partner, Chief Executive Officer, STRATMOR Group

    Lisa Springer is a Senior Partner and CEO of STRATMOR Group. As CEO, Springer leads the firm’s strategic brand and growth initiatives while providing direction in overall practice management, sales and marketing strategies, consulting services, human resources, vendor management, accounting and corporate communications.  Springer has over 30 years of experience in mortgage professional services and technology arenas. As EVP of Sales at Motivity Solutions, Springer’s responsibilities included development and execution of go-to-market sales and product strategies. She was instrumental in building Motivity Solutions from a startup to the industry leader in business intelligence in the mortgage space.  As EVP of Sales for Mortgage Cadence, an industry leading financial and technology firm, Springer drove the sales strategy and managed several teams to effectively sell and deploy enterprise software.

    Dominick Marchetti, Chief Technology Officer, loanDepot.com, LLC

    As chief technology officer of loanDepot, Dominick Marchetti oversees the evolution of new technology to support the company’s consumer-direct strategy on an enterprise level to enable the further expansion of new lending products across multiple platforms.  Marchetti came to loanDepot from Blueberry Systems, where he was chief operating officer, responsible for product development and the day-to-day operations of the company. Throughout his career, he has created a series of industry portals, credit companies, insurance platforms and an offshore company focused on business process outsourcing.

    Jason Birmingham, Vice President, Head of Capital Markets and Finance Technology, Fannie Mae

    Jason Birmingham is Fannie Mae’s Vice President – Capital Markets and Finance Technology. Reporting to the Senior Vice President and Head of Operations and Technology (O&T), Jason is responsible for the operation and strategic development of Fannie Mae’s trading, treasury, operations, pricing, and finance technology platforms.  Prior to his current role, Jason served as Vice President of O&T Strategic Initiatives, where he led the multi-year transformation of the firm’s legacy Capital Markets infrastructure. He has also held several other leadership roles across O&T and Finance since joining the firm in 2006. Before joining Fannie Mae in 2006, Jason held various management consultant roles at Navigant Consulting and PricewaterhouseCoopers LLC.

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