Foundational Elements of Mortgage Servicing Rights

Marriott Marquis San Diego Marina, San Diego, CA

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Early Cutoff:

  Before Regular After
Member Price $350.00 $400.00 $400.00
Non-Member Price $525.00 $600.00 $600.00

Description

Join MBA Education and industry experts for a deep-dive look at the foundational elements of mortgage servicing rights (MSRs) and how to structure a proper MSR program for your organization. Speakers in this interactive session, will cover critical topics that every financial and servicing professional should have a basic grasp of, including MSR cash flow assumptions, commonly accepted accounting practices, and the appropriate method of valuation given your business model. Use this workshop as a kick-off to MBA's Accounting and Financial Management conference or come by just for this valuable content. Network and learn from your peers, and get your questions answered by industry leaders who have over 20 years of MSR and capital markets experience..

Discounts:

Paid registrants of both the workshop and conference will receive $50 off their two registration prices. Please contact education@mba.org for this discount.

Date:

Tuesday, November 19th, 2019

Schedule:

8:00 AM - 11:00 AM EST

Location:

Marriott Marquis San Diego Marina
333 West Harbor Drive
San Diego, CA 92101

Objectives:
Attendees should expect to understand:

  • What is a Mortgage Servicing Right (MSR)?
  • Understanding and deconstructing cash flow assumptions
  • Different accounting practices and regimes
  • Release? Retain? Hedge? - Moving or Storage
  • Option-Adjusted Spread (OAS) vs Static
  • How to think about Recapture
  • Tuning your company's MSR model
  • Learn the best practices through a MSR valuation group exercise

Who Should Attend?

  • CFOs and Finance and Accounting staff
  • Mortgage Servicing Rights (MSR) managers and professionals
  • Treasury & Capital Market Executives

Speakers:

  • Al Qureshi, Managing Partner, Blue Water Financial Technologies
  • Travis LaMar, Managing Director & Head of Capital Markets, Blue Water Financial Technologies

Please note:

MBA Diversity and Inclusion scholarship opportunities are available for this offering. Click HERE for more information.

Notes

The workshop will take place from 8:00 AM to 11:00 AM.