Neil Aggarwal

Senior PM/Head of Trading
Semper Capital Management

Neil joined Semper Capital Management in 2017 and is the Head of Trading and the Senior Portfolio Manager in charge of the firm’s absolute return strategies, as well as the sector specialist for RMBS.  Neil manages the securities, trading, and risk management of the hedge funds and is responsible for all RMBS and mortgage-related investments across the funds managed by Semper Capital.  Neil has 15 years of experience in trading, hedging, structuring, and credit analysis of Securitized Products.  Prior to joining Semper Capital, Neil served as the Mortgage Credit Sector Head and Senior Trader for a hedge fund strategy at BlueCrest Capital Management.  Prior to BlueCrest Capital, he was a Seni ... (view full description)

David Akre

Executive Vice President, Capital Markets
Sprout Mortgage

Over 25 years experience in mortgage capital markets, portfolio, credit & REIT management, and originations:
• Started and ran the only public mortgage REIT of its peers to survive the credit meltdown,
• Stated and ran conduit / securitization programs at three different mortgage REITs,
• Have a credit track record with better results than all major bank & Wall Street conduits (below).

Kimberly Banks Fawcett

Portfolio Manager
Inspired Capital Group, LLC

Kimberly is a nationally recognized expert in non-performing mortgage investing. With over 25 years of residential and commercial real estate investing experience, she’s been focused almost exclusively on non-performing first and second mortgages and contracts for deed (CFDs) for the last five years. She enjoys sharing her knowledge with other real estate investors so much that she launched a non-performing notes education program with two other seasoned investors called Note Investing Academy. The Academy is a video-based training program that focuses on the day-to-day management of a note investment at a fraction of the cost of many other training programs. Kimberly also runs one of the la ... (view full description)

Matt Becklin

CEO
Precedent Capital

During his career spanning 20 years, Matt has led major initiatives encompassing NPL management, mortgage servicing operations and transformational initiatives for some of the biggest firms in the mortgage banking and NPL space. 

He is especially recognized for creating and managing high performance cultures that attract and retain diverse talent. Matt, with his teams, have managed more than $13 Billion in distressed product from acquistion through disposition. 
 

Marc Ben-Ezra

Managing Attorney
Fla. Professional Law Group

Florida Professional Law Group, PLLC represents property owners and lenders in connection with their insurance claims, including new claims and claims that have been denied or underpaid. Lenders and servicers walk away from millions of dollars of unpaid insurance benefits. Florida Professional Law Group can customize a program to help collect that money and improve profitability. Marc Ben Ezra has practiced law in Florida since 1990. He has significant experience with mortgage, real estate and insurance law. He has represented most of the major mortgage servicers in the United States as well as individual property owners and investors. Marc has argued befo ... (view full description)

Paul Birkett

Managing Member
Automation Holdings LLC

Paul launched Automation Finance after an 18-year career at PepsiCo. Automation Finance is a Mortgage Investment Fund and Outsourced Asset Manager based in NYC. It acquires pools of first and second position Residential Non-Performing Mortgage Loans (NPL's) and manages them through liquidation. The company will deploy ~$50mm in 2018. AF's preferred exit is to re-perform the borrower where it delivers 4x the industry average modification rate. 

We are seeking sellers of NPL's, Capital Partners, RPL buyers (~$2mm per month) and clients for our outsourced asset management business. We will manage your low-value NPL holdings on a turn-key contingency basis.

Christopher Crippen

VP
Vie Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he ... (view full description)

Michael Daurio

Portfolio Manager
VWH Capital Management, LP

No biography specified

Eric Delgado

Director
MCM Capital

No biography specified

Gashar Dixon

Chief Acquisitions Officer
Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned ... (view full description)

James Dooley

President
AMIP Management

Mr. Dooley is the President of AMIP Management and manages their capital markets activities and servicing oversight.  AMIP currently manages over $600M for 2 institutional clients and is actively acquiring sub- and non-performing residential mortgage loans.    Mr. Dooley has over twenty years of experience trading and managing distressed residential mortgage loans, REO, and other distressed consumer assets. He has extensive experience managing special servicers and has implemented at multiple servicers loan default policies and procedures, NPV-based decision models, and oversight protocols designed to identify systemic and non-systemic risk with the goal of reducing costs and str ... (view full description)

Dean Engle

Manager
Park Tree Investments, LLC

No biography specified

Dan Feinman

General Counsel
Prime Asset Fund

No biography specified

Jeff Freud

Managing Director
United Asset Management, LLC

No biography specified

Ron Friedman

Managing Director
CAMG Ventures, LLC

No biography specified

Troy Fullwood

Director
Pinnacle Investments

    Troy has owned and operated Pinnacle Investments on a full time basis since 1997. Troy has written over 175 articles on real estate investing, has spoken at over 40 industry conventions as well as participated in several radio talk shows about real estate note investing. He has been seen on ABC, NBC, Fox and CBS as well as a number of other media outlets.   Pinnacle investments is 20+ year nationwide principal buyer of 1st lien performing and non-performing real estate notes. Troy has assembled a team of professionals whose main focus is to quickly assemble and close each and every transaction. Troy has done over a Billion dollars in real ... (view full description)

Jodi Gaines

Vice Chair
Claims Recovery Financial Services, LLC

Jodi Gaines, Vice Chair of Claims Recovery Financial Services, LLC (CRFS), has over 27 years of default and claims industry experience, Jodi brings a wealth of knowledge and insight to the Mortgage Financial Industry. She regularly attends industry conferences, and is often asked to speak on various panels.  Jodi is the MBA Chair for the FHA Claims Committee and also a member of the Property Preservation working group and Loan Administration Committee “LAC” for MBA Jodi previously held management roles at Washington Mutual, North American Mortgage, Dime Savings Bank and Anchor Mortgage Services. She is an active member of the Mortgage Bankers Association, National A ... (view full description)

Alex Goldovsky

Founder & CEO
ProTitleUSA

Alex Goldovsky, Founder and CEO of ProTitleUSA - a leader in Nationwide Residential and Commercial Title Search, Analysis and Due Diligence Market, Consecutive 4 years INC5000 company. A mastermind behind a number of leading products in the title research industry,  Alex is also a highly sought after speaker on real estate investment and title specific seminars, radio and work groups. Alex has a Master's Degree and holds 9 US Patents.

 

David Gordon

Managing Director
ARC

Mr. Gordon has over 15 year of experience in investment banking. Mr. Gordon was on the Morgan Stanley Mortgage desk for almost 8 years  before joining ARC. With extensive experience in buying and selling mortgage assets. Mr. Gordon has helped with securitizing over 10 billion in loan origination's on a annualized basis. Prior to Morgan Stanley Mr. Gordon worked at Lehman Brothers where he was responsible for analyzing new mortgage opportunities and valuing and selling servicing rights. Mr. Gordon has spent the past 5 years at ARC. Mr. Gordon is responsible for the purchase of all residential and commercial loan opportunities along with all leverage facilities that are in place. ARC purchases ... (view full description)

Martin Granoff

President
Granoff Enterprises

 Founded Granoff Enterprises in 1980 as a fund raising organization, from investors, for various 3rd party business ventures seeking capital or financing. Soon thereafter branched out into the cash flow arena, initially acquiring seller-financed real estate notes (both residential and small commercial) and then purchasing future state lottery payments from prize winners (at that time there was no lump-sum option offered winners by state lottery commissions). We then expanded to include advances on lawsuit settlements payable over time, seller-financed business notes, disability income payments, royalty streams, partnership buy-outs payable over time and so many other cash flows payable over ... (view full description)

Mike Greene

VP - Head of Sales
HouseCanary, Inc.

Mike leads the sales team at Housecanary. His team focuses on working with the financial services industry to maximize the leverage available from Housecanary's unique data and analytics. Prior to joining, Mike was a partner and research analyst at Bocage Capital, a global, multi-asset class hedge fund focused on the commodities sector. In his 5 years at Bocage, Mike built and managed the trading desk before assuming coverage of the global metals and mining business. Mike spent the 10 previous years in a variety of institutional sales, trading, and business development roles at Morgan Stanley, Fidelity, Bank of America, and Bloomberg. Mike earned an MBA from the Walter Haas School of Busines ... (view full description)

Chaz Guinn

Managing Director
Granite Strategic Investments

Mr. Guinn is the Managing Director of Granite Strategic Investments “Granite”. Chaz specializes in distressed whole loan trading, and has built a reputation on a track record of structuring, negotiating, and executing some of the hardest trades possible in the low-value market segment. Over the last decade, Mr. Guinn established a whole loan trading desk for a large private equity firm in the U.S. that managed over a $1 billion loan portfolio. At his previous company, Granite Loan Solutions, Chaz was focused on the architecture of the trading platform, as well as, the accumulation of qualified investors where over the last few years he managed and liquidated over of $600M in NPL ... (view full description)

Ivan Halpern

Senior Vice President
CAMG Ventures, LLC

Ivan Halpern is a Senior Vice President with CAMG Ventures where he works on buying performing and non-performing 2nd lien loans and non-performing 1st lien loans.   Ivan joined CAMG early 2017 after being on the Investment Management team at Paulson for 9 years.  At Paulson, Ivan worked on consumer credit related investments.  Prior to Paulson, Ivan was a Managing Director at C-BASS from 1997-2007 where he worked on whole loan acquisitions, securitizations and asset management.  
 

Douglas Hannah

Managing Director
Silverleaf Advisors LLC

As the founder of Silverleaf Advisors, Douglas Hannah continues to operate real estate investment strategies that require a disciplined approach to executing an investment plan. In the past 7 years, Silverleaf has successfully been an operator for strategies such as purchasing distressed loans and distressed real estate assets with a business strategy to clean up the asset and unlock the value. The Silverleaf platform historically provided liquidity events for banks needing to offload troubled loans and assets. The team underwrites legal and asset risk mitigation to minimize any downside exposure and manages the entire foreclosure and deficiency process. Today, we focus more on the risk ... (view full description)

Marc Heenan

Head of Originations
PeerStreet

Marc Heenan, Head of Originations Marc oversees the team that identifies and onboards lenders to PeerStreet, a platform for investing in real estate backed loans. Previously, Marc was First Vice President in OneWest Bank’s Commercial Real Estate Group where he managed a team that sourced new originations in the Bank’s $15-$40 million bridge lending program between 2013 and April 2015. Between 2011 and 2012, Marc oversaw a portfolio of distressed legacy commercial real estate loans for the Bank. Previously, Marc co-founded a firm which invested in distressed commercial real estate loans and has worked at Kennedy-Wilson and Merrill Lynch. He has a BA in History and Political Science and an MBA ... (view full description)

Deepta Hiremath

CEO
Allied Note Investors LLC

No biography specified

Harris Howard

Attorney
Howard Law Group

Harris Howard is the founder and managing attorney of Howard Law Group. Howard Law Group handles mortgage foreclosure lawsuits, bankruptcy matters and a real estate transactions throughout the state of Florida. We understand that your business is meant to deliver profits. Accordingly, we are very much in favor of settling cases as opposed to unnecessary litigation. This approach has allowed us to build and maintain the trust of our clients which provides for long standing relationship. Our boutique nature allows us to solve complex legal issues quickly and efficiently. Our experience together with our prompt communication and efficient legal work differentiates us from the large foreclosure ... (view full description)

John Hutchison

Executive VP
Infinity IPS

John has over 23 years of experience within the financial markets.  His range includes managing such areas as Due Diligence, Deal Management, Transaction Oversight, Credit Compliance and Fraud Investigations, Origination, Servicing, Collections, Loss Mitigation, Foreclosure, Modifications, Bankruptcy, Software Development, Data Mapping, Rule Triggers and Backend Data Reporting for Findings and their individual levels of severity.  He has also assisted New Correspondent and Wholesale lenders with their process management implementation and advised them on the “best practice” for efficient internal procedures and strict quality control protocols.    With the many mortgage lo ... (view full description)

Mike Kelleher

Vice President
MountainView Financial Solutions

Michael Kelleher assists clients with the valuation, sale and purchase of residential whole loan and mortgage servicing right portfolios. Mr. Kelleher previously worked as a Vice President on MountainView’s trading desk, where he provided analytic and transaction process expertise that helped loan sale advisory clients to efficiently and effectively execute trades. Prior to joining MountainView’s trading desk, Mike spent three years working with MountainView’s bond and whole loan valuation team as a Pricing Analyst and three years at Clayton Fixed Income Services as a Credit Risk Analyst. He earned a Bachelor of Science degree in Finance from the University of Montana.&n ... (view full description)

Gerald Lemoine

President
The Lemoine Group, Inc.

As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 500 notes with a UPB of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990’s, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.

Bob Malecki

Managing Director
Resolution Capital Management, LLC

Bob Malecki is the Managing Director of Resolution Capital Management which operates a series of private equity funds that invest in senior distressed residential and commercial debt. Since 2007, Bob has been involved with the repositioning of both distressed debt and single family properties in key markets in the U.S. Through his various operating LLCs, Bob has raised private capital to build a substantial portfolio of residential notes & rental properties in North Carolina, Tennessee, Oklahoma, Texas and the Seattle metro area.  As founding member of Resolution Capital Management LLC Bob works with individuals who seek to diversify their investment portfolios with alternative ass ... (view full description)

Peter Mallik

Principal
LienIQ

Peter is a principal at LienIQ, a distressed consumer credit analytics and investment firm currently focused on non-performing second liens.  Mr. Mallik is a finance investment professional with nearly a decade of experience as a quantitative modeler and strategist across the credit, equity, and commodity asset classes. Mr. Mallik held senior roles at two startup structured credit firms - Aspire Fin Tech and PeerIQ - where he spearheaded several initiatives to develop financial products and software, and model consumer credit risk in the Marketplace Lending (MPL) space. Previously, Mr. Mallik served as a credit strategist at Morgan Stanley and a quant at Citadel Investment Group.  Mr. Mallik ... (view full description)

Lloyd McAdams

CEO
Anworth Mortgage

  Lloyd McAdams, CFA CEO, Anworth Mortgage   Lloyd has since 1998 served as Chairman and CEO of Anworth Mortgage Asset, a NYSE listed REIT “ANH” whose portfolio consists of $ __ billion of various residential mortgage assets. (www.anworth.com.)   Mr. McAdams is Chief Investment Officer of Pacific Income Advisers, Inc. a registered investment adviser managing debt security portfolios, Chairman of Syndicated Capital, a FINRA member broker dealer and Chairman of PIA Farmland, a private REIT which owns prime farmland that it converts to organic operations.   Mr. McAdams is Chartered Financial Analyst charterholder and has been a frequent speaker at ... (view full description)

Jack McCabe

CEO
McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting (www.mccaberesearch.com ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.   The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (view full description)

Gary McCarthy

President
HMC Assets

Gary McCarthy is a Managing Partner and Co-Founder of HMC Assets, LLC (est. 2009) located in Redondo Beach CA. HMC Assets, Inc acquires and manages (default resolution) bulk quantities of non-performing (NPLs) and re-perfroming residential whole loans (RPLs) purchased from Banks, Financial Institutions and U.S. Governmental Agencies (FHA/ HUD), with an emphasis on West Coast states and Florida. The NPLs/ RPLs purchases are held in a number of SPE's (Corona Asset Management) utilizing traditional bank debt and which in turn are subsequently securitized. HMC's partner- Wedgewood, is a fully vertically integrated realty company that manages, rehabilitates, markets and sells the REO utili ... (view full description)

Steven McDonald

Chief Economist
Community Solutions Group

Mr. Mc Donald specializes in economic and financial quantitative models and statistical analysis to include business valuation (CVA #20639), forecasting and strategic planning, revenue optimization, pricing, utility rate design, short - and long-term financial analysis, and econometrics.

Stacy Mestayer

COO
Oversite Data Services

Stacy Mestayer has practiced law in both the public and private sectors, developing expertise in corporate law and across multiple real estate verticals, including finance, title, closing and foreclosure. She joined ALAW and Oversite Data Services in 2012 to focus on applied legal strategy and analytics. In addition to operational oversight and business development, Mestayer is responsible for building the national network of attorneys and creating the rules-based decisioning engine that drive BestX, Oversite’s flagship data and business intelligence solution. BestX serves to enhance corporate governance across all industries through a secure, mobile-optimized tool that streamlines ... (view full description)

Rich Meyer

President
Default Investor Association

After college, Rich worked his way up the corporate real estate ladder to become the broker and owner of ERA Prestige Realty. For the next few years he grew Prestige to a formidable 4 office operation with over 250 full time agents and exceeding 45M in annual sales each year in business. This of course this is when 45M meant something.   After a divorce, he sold the real estate offices and went to work for a leading foreclosure law firm where he studied the legal aspects of real property law, the election of remedies and foreclosure litigation.   In 1993 his expert understanding of the consequences of default lead him to begin investing in foreclosure and tax deed auc ... (view full description)

Carlos Munoz

President
Swiss Capital

Mr. Munoz brings a significant level of experience in Investment Banking, Structured Corporate and Real Estate Financing and Financial background. He has extensive Accounting, Auditing, Marketing and Sales expertise gained in his 25 years as a Senior Executive and Entrepreneur. He has a B.S. in Business Administration, B.S.-Certified Public Accountant. He served 7 years as Professor in Business Strategy, Budget, Management and Marketing at Catholic University in Ecuador. Since 2000, Carlos has been the founder and owner of Swiss Capital Corp, a successful investment banking firm which is integrated into a worldwide Network of Partners that originates and provides financing to companies locat ... (view full description)

Robert Napolitano

CEO & Founder
Global Realty Investor Trust

Robert Napolitano started his career in the financial services industry in 1990 at PaineWebber where his summer internship immediately turned into a part-time position while completing technical courses at the City University of New York – Staten Island. Certified as a Microsoft Trainer and Microsoft Certified Systems Engineer, Robert designed and implemented front end interface software for broker trading desks connecting them to back end trading networks.   After his career as a design engineer with Paine Weber, Robert developed expertise in trading room software and network construction which allowed him to start a consulting company in Staten Island, New York, in which he cre ... (view full description)

Jorge Newbery

Founder and Chairman
American Homeowner Preservation LLC

Jorge P. Newbery is Founder and Chairman of AHP Servicing and American Homeowner Preservation, which utilizes Regulation A+ to crowdfund the purchase of nonperforming mortgages from lenders at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his challenges to help families at risk of foreclosure stay in their homes.     He authored Burn Zones, in which he chronicled his financial rise and fall; Debt Cleanse: How To Settle Your Unaffordable Debts For Penni ... (view full description)

Gregory Paulus

Director of Managed Assets
Urban Partnership Bank

Greg Paulus has spent the last 30 years on almost every side of the table regarding real estate and business..  With 15 years of banking experience and 16 years of company start up, rapid growth, operations, real estate development, construction, investment and management experience, Greg has been a lender, borrower, investor, business founder, CEO, CFO, developer, workout consultant, receiver and distressed borrower over the course of his career.  His real estate experience ranges from small apartment properties to large subdivision development – for both lending and ownership.  Greg has just wound down from leading a series of teams working on the resolution, under a loss share agreement, ... (view full description)

Cortland Plichta

CEO
Homes Direct, Inc.

The President and Managing Director of Homes Direct Inc. , Cortland Plichta has been investing and managing real estate since 2005. Mr. Plichta began renovating and managing single family residential rental properties in Metro Atlanta. In 2007, Mr. Plichta founded Homes Direct, Inc. the company is a real estate investment and management company located in Atlanta, Georgia. While Homes Direct’s investor base is global with a large concentration from the Asia-Pacific, the company invests in the Southeastern U.S. specializing in Lease option, rental, and cash sales, in sub 50k asset class. The company has bought and sold over 2,000 properties and currently manages ... (view full description)

Andy Pollock

Senior Relationship Manager
Radian / Clayton

Andrew Pollock is a Senior Managing Director at Clayton Holdings.  Mr. Pollock is the Head of Consulting Services, which provides a wide array of consulting solutions to the mortgage banking industry.  Areas of specific expertise include all facets of mortgage origination channels (wholesale / retail / correspondent), risk management, quality control / asset quality, and compliance / regulatory risk. Mr. Pollock has detailed knowledge and experience in mortgage originations that have ensured a commitment to quality and a culture of discipline.  Understanding that loan performance and quality originations establishes profitability and industry recognized reputat ... (view full description)

Dmitri Rabin

Portfolio Manager, Co-Head of Mortgage and Structured Finance
Loomis Sayles & Company

Dmitri Rabin is a vice president of Loomis, Sayles & Company. He is the co-head of the mortgage and structured finance group, with a focus on coordinating of the firm’s research and trading capabilities in this area. Dmitri co-leads the group in developing and implementing investment strategies for asset-backed securities, commercial and residential mortgage-backed securities and covered bond sectors across all fixed income products. He is also a co-portfolio manager for securitized credit investment strategies.  Dmitri has 18 years of investment industry experience. He joined Loomis Sayles in 2008 and has been a strategist responsible for global residential real estate, RMBS ... (view full description)

Tracy Rewey

President
Diversified Investment Services, Inc.;

Tracy Z. Rewey has handled millions of dollars in seller financed real estate notes since 1988.    She headed up the due diligence department for one of the nation’s largest note buyers as VP of Production for Metropolitan Mortgage & Securities. Loving the note business but wanting to work for herself, Tracy left the institutional investor side in 1997 to start Diversified Investment Services, Inc., a note buying company and NoteInvestor.com, an online newsletter.   Tracy specializes in the use of tax-advantaged retirement funds to purchase real estate notes and works with private investors through the NotesDirect online note trading platform as Project Manager. ... (view full description)

Kenneth Charles Rietz

1st VP, Special Assets
Valley National Bank

No biography specified

David Roberts

VP
JB Lloyd & Associates

I have over twenty years in the insurance industry with a focus on investor, REO and distresed real estate transactions. Our company offers multiple programs to meet client requirements. We can customize a program that reduces risk, monitors compliance issues and build a revenue stream for our client base.

Gene Ross

EVP Strategy & Business Development
LoanCare, A ServiceLink Company

Gene Ross is the Executive Vice President of Strategy and Business Development at LoanCare, a ServiceLink company and a subsidiary of Fidelity National Financial. LoanCare, headquartered in Virginia Beach, Virginia with additional operations in Jacksonville, Florida,  and Chandler, Arizona subservices over 1,100,000 loans in 50 states, totaling $231- plus billion in loan balances. Mr. Ross was the former President of LoanCare for 24 years. In his current position, Mr. Ross is responsible for driving business by bringing forth additional prospects for portfolio growth and product diversity. With these responsibilities, Mr. Ross will further increase LoanCare’s current market share while allow ... (view full description)

Andy Saag

Managing Shareholder
Sirote & Permutt

Andrew represents national mortgage lenders, servicers and investors. He focuses on the areas of mortgage banking law, foreclosure law and title insurance law. He frequently speaks at educational seminars for mortgage banking attorneys and business managers across the country and conducts seminars and training sessions at client offices throughout the United States. He is a licensed title agent in Alabama and a member of the National Reverse Mortgage Lenders Association.   Emphases Ejectments Foreclosures & Creditor’s Rights Mortgage Banking Real Estate and Title Litigation Regulatory, Compliance & Risk Management   ... (view full description)

Justin Savich

Founder & CEO
Market Tampa Investments

Founder & CEO of Market Tampa Investments Justin Savich is described by his friends and colleagues as a serial entrepreneur. Upon graduation, Justin acted as Investor Relations at a Land Development & Construction company. Not long after, he was recruited to be the regional head of land acquisitions for a worldwide commercial real estate services firm. After founding Market Tampa Investments, a private equity fund, which acquired, funded, and sold single family residential homes, he created the opportunity to have private capital partners in Joint Venture Transactions. This allowed Market Tampa to build a scalable pipeline that would transition the company to it’s next stage. In 2011 ... (view full description)

Scott Schmitz

President & CEO
Northstar Investment Group

Scott Schmitz is President of Northstar Investment Group that is a niche buyer of performing notes secured by real estate.  The reason for the term Niche is Northstar focuses on notes that everyone passes over.  As a result this increases the discount of the asset purchase and increases the yield for Northstar. Scott is also the author of “The Note Book, A Common Mans Guide To Owner Financing”. As the FED and mortgage rates continue to rise, using owner financing will become more commonplace in the real estate market.  Scott has taken some of the mystery out of how to market the property and underwrite these deals to create profitable notes that can be sold on t ... (view full description)

Luke Scolastico

Vice President, Structured Products
Athene

Luke is a member of the structured products and mortgage teams. Prior to joining AAM, Luke was a Director in the Asset Finance Group at Credit Suisse where he was one of Wall Street’s leading bankers covering legacy mortgages, with an extensive record of success in RPL and NPL securitizations including the VOLT, PRET, BOMFT and GCAT platforms.  Prior to that Luke was a Senior Vice President at Bank of America where he served on the Secondary Marketing Management Committee as Head of Trading responsible for re-establishing Bank of America’s non-agency origination capability.  Luke started his career at Countrywide and spent 9 years working in structured finance and tr ... (view full description)

Leslie Sharpe

In House Counsel
Rialto Capital Advisors

Leslie Sharpe is In-House Counsel for Rialto Capital Management, LLC where she manages the litigation and licensing for its asset management and real estate groups. Prior thereto, Leslie was the Senior Litigation Counsel for Lennar Corporation and responsible for managing Lennar's litigation profile on the United States east coast. Leslie was also the Associate General Counsel for Levitt Corporation (nka Woodbridge Holdings Corporation) and an associate at Kluger, Peretz, Kaplan & Berlin, PL (nka Kluger, Kaplan, Silverman, Katzen & Levine, PL). She attended the University of Florida (J.D., magna cum laude 2003, Student Honor Court Chancellor 2002-2003, Florida Blue Key President Fall ... (view full description)

Marshall Sklar

Co-Founder
Florida’s Best Realty Services, LLC

Marshall Sklar was born and raised in Hewlett, New York and later moved to Boca Raton, Florida where he graduated from Florida Atlantic University.  Since childhood, Marshall has been a master of staying focused on a goal, accomplishing it and in doing so, making a  lasting positive impact on those around him.  It was in his freshman year of college that he discovered his interest in real estate investing.  While in school, Marshall co-founded numerous real estate related businesses including an off campus housing website which is the foundation of his career.  This venture would eventually become one of the leading sources for off campus housing solutions in South Florida and was aw ... (view full description)

Wayne Snell

Managing Director
Platinum Ventures

Wayne Snell is the managing director of Platinum Ventures. Wayne has been actively involved with real estate for over 10 years, first as a passive investor, and taking on an active role by purchasing his first single-family rental (SFR) in 2010. Platinum Ventures currently owns a portfolio of over 300 1st lien mortgage notes and REO’s across 18 states. Wayne’s extensive project management, team leadership and budget/financial governance experience uniquely qualifies him to manage large pools of notes to produce the most optimal profit outcomes for the company and its investors. For more information, please follow him on Facebook or LinkedIn, or visit www.platinumv ... (view full description)

Owen Sokolof

Managing Partner
Sokolof, Remtulla, Stengel, LLC.

Mr. Sokolof is an accomplished litigator who has successfully litigated hundreds of cases throughout the State of Florida and has handled numerous appeals. Mr. Sokolof has specialized in Creditor’s Rights Litigation, representing Fortune 500 Banks, investment corporations, and developers. Prior to founding Sokolof Remtulla Stengel, LLC, Mr. Sokolof was Director of Legal Operations and Managing Attorney of two of the biggest creditor’s rights firms in the State of Florida. Additionally, Mr. Sokolof has been qualified as an expert in attorney fee litigation.

Michael Soliz Jr

President
1 Oak Advisory

Michael is the founder and operator of 1 Oak Advisory, a California Deed of Trust investment firm, located in Newport Beach, California. As a seasoned investor and specialized trader of California's residential mortgage assets.  Michael has carved a niche of providing a viable liquidity solution for existing California mortgage lien holders who seek to exit their delinquent investments now, rather than continue the lengthy and costly mitigation, foreclosure, bankruptcy, eviction and possibly, REO rehabilitation process.







 

Anthony Spangler

Senior Vice President
Westcor Investor Services

Anthony Spangler is the Senior Vice President at Westcor Investor Services where he manages both the whole loan and single family rental divisions.  Prior to joining Westcor, he was a Principal at Apollo Global Management responsible for their whole loan portfolio in the residential REIT.   Anthony invested, managed and disposed of RPLs, NPLs, and land contracts during his time at Apollo.  Prior to Apollo, Anthony invested in whole loans at Vantium and was a part of the  Structured Products group at HSBC Securities, Inc.

Gene Spencer

CEO
Homeownership Preservation Foundation

  Gene Spencer serves as senior vice president for stakeholder engagement, policy and research at the Homeownership Preservation Foundation (HPF), the national nonprofit that operates the consumer hotline for Treasury’s Making Home Affordable program.  HPF has provided support to over 9 million at-risk consumers during the nation’s housing crisis and is the leading provider of post-modification re-default prevention counseling in cooperation with major servicing firms.   Spencer leads engagement with the federal housing agencies, policymakers, regulators and mortgage industry partners on business and policy matters. Spencer serves as a me ... (view full description)

Scott Stengel

Partner
Sokolof Remtulla Stengel, LLc

Scott Stengel is a partner at Sokolof Remtulla Stengel, LLC. Mr. Stengel currently focuses his practice on representing mortgage loan servicers and investors in consumer finance litigation and complex commercial matters in both federal and state courts. Much of this litigation is related to claims arising out of federal consumer protection statutes, such as the Real Estate Settlement Procedures Act, Truth in Lending Act, Fair Debt Collections Practices Act, Florida Consumer Collections Practices Act, Fair Credit Reporting Act, and Telephone Consumer Protection Act. Mr. Stengel has extensive experience handling heavily contested matters through trial. He also assists clients with review and i ... (view full description)

Chase Thompson

Investor
Note MBA

Chase is the founder and co-host of the longest running note investing podcast, NoteMBA, where he uses his unique background in mortgage origination and marketing to enlighten listeners on the opportunities available in the note investing space. He has enjoyed sharing knowledge via the podcast so much that he created two different educational programs – Marketing Madness and the Note Investing Academy – to enable him to have more direct interaction with new note investors.  
 

Nathan Turner

President
Earnest Inc

Nathan Turner is known in the note world as "the Canadian Note Guy". With a degree in Business Management, Nathan had owned his own businesses and been a franchisee before he discovered that real estate is in his blood. He got a taste for real estate investing in Canada starting in 2006, but shifted to US real estate two years later. He started in the states by creating loans and eventually evolved into buying non performing notes with the intention of taking back the house in order to seller finance. Having had the experience of working in key partnerships, Nathan then branched out on his own. He started  to build a portfolio in the spring of 2015 and since then has done well over 100 deals ... (view full description)

Matt Wares

VP, Construction & Maintenance
HomeRiver Group

No biography specified

Dan Zitofsky

President & CEO
Zitofsky Capital Management

For well over two decades, I’ve specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders. I’ve closed over 600 fix-and-flips, 650 rental properties, 800 plus doors in multi family projects and over 1,000 private money and Non Performing Note transactions. I raise money from accredited investors seeking better than average returns backed by real estate portfolios in our group. ’m also a featured speaker at many national gatherings of investors an ... (view full description)

Michael Zlotnick

Fund Manager
Tempo Funding

No biography specified
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1120 Avenue of the Americas, 6th Floor
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Phone: +1 (212) 901-0506
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Event Specific Contacts for The 2nd Annual Mortgage Notes & NPL/RPL Forum (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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