7:30 AM
Registration and Breakfast for Small Group Meeting Attendees
7:40 AM
Growth Decisions: The Keys To A Fast, Smart Expansion

(Closed-Door Pre-conference discussion for note buyers only)
Where are you finding tapes for this size? Once you find them what are the keys to winning the bid? How do you balance cash flow between funding deals vs. getting more deals? Do you continue to outsource or is it time to take some functions in-house and hire more staff? These discussion plus your questions will be the focusing on this interactive discussion.

 

Nathan Turner

President
Earnest Inc

Gabe Kass

Portfolio Manager
Surf City Investors, LLC
8:00 AM
Registration and Breakfast for All Attendees Courtesy of:
          
8:35 AM
Macroeconomic Outlook, Default Rate Drivers and Implications for the Residential Note & NPL Mortgage Market

• How are you preparing for a downturn?
• What should a note buyer know about demographic changes
• Note supply/demand factors
• Is there a small servicer shake out underway? What can be the impact?
• National housing policy issues to consider
• Should you begin to sell off assets into this strong market?
• Current market liquidity
• Defaults an re-defaults: How much is just the economy? Job loss? Medical? Profiles vs. Prior cycles
• The future of the NPL market: What forces can greatly alter the status quo?

Paul Birkett

Managing Member
Automation Holdings LLC

Daren Blomquist

VP, Market Economics
Auction.com

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Michael Figueroa

Managing Member
Intuitive Capital Solutions LLC

Marissa Yaker

Attorney
Padgett Law Group
9:20 AM
Large Institutional Players: How are Your Strategies Changing as the Expensive Gets More Expensive and the Scarce Gets More Scarce?

• Working with and joint venture partners: What are you Looking for?
• What do you see for the future of the market?
• Risk management best practices
• Are politics impacting the way you invest?
• Securitization: Do you securitize your notes? Invest in securitized paper?
• Due diligence on a portfolio level
• What is your NPL/RPL buying strategy?
• Tenants and toilets: When do you go REO?
• Asset management and servicing: What are your latest initiatives? Outsource or keep in-house?
• How does your view on the economy and interest rates influence your strategy?

Chaz Guinn

President
Revolve Capital Group

Michael Soliz Jr

President
1 Oak Advisory

James Dooley

President
AMIP Management

Joseph Ng

Director
Angelo, Gordon & Co.

Luke Scolastico

Vice President, Structured Products
Athene

Nicholas Mah

Managing Director
NY Mortgage Trust

Oleg Langbort

Managing Partner
Oval Capital
10:15 AM
Networking Break Courtesy of:
                   
11:00 AM
Outsourcing vs. In-house Management

• What are some of the functions that you outsourced? Insourced?
• How much time did you free up by outsourcing? What were some of the things that you did that made your company more money?
• How much time did you need to allocate to manage the outsources
• Onboarding strategies
• What do you think it is important to manage internally?
• Outsourcing as part of your scaling strategy

Samuel Shin

Managing Partner
Roussin Capital Group

DeAnn O'Donovan

President & Chief Executive Officer
AHP Servicing

Darren Cottrill

President & CEO
American Destiny Real Estate Services

Justin Savich

Founder & CEO
Market Tampa Investments

Shelly Schwieso

Senior Relationship Manager-Enterprise Sales
Radian

Jeremy Joyce

Chief Information Officer
Tourmalet Advisors
11:45 AM
Acquisitions, Due Diligence, Pricing: Acquiring From Alternative and Government Sources

• Are you acquisitions standards changing due to the lack of supply? Is this lack of supply changing your acquisition strategy?
• What kind of discounts are currently out there for the paper you are looking to buy?
• What is available Hedge funds? Institutional buyers? Servicer sales? Securitized markets? Pre-settlement funding market? Bankruptcy trustees? Friends & family?
• From the government: Looking at the latest HUD sales and what trickles down from institutional buyers
• Compliance and due diligence review checklist: What are the latest additions?
• Acquiring firsts vs. seconds; Domestic vs. international; Commercial vs. residential?  
• Impact of Time/Capital/Desired ROI/Exit Strategy on Price?
• Evaluating recent pool quality and time to resolve: Was it as advertised and expected? How much time, money and effort did it take?

Ron Brandenburg

CEO
Cal RE Fund Management, Inc

Ivan Halpern

Senior Vice President
CAMG Ventures, LLC

Bruce Norris

President
The Norris Group

Louis Amaya

CEO
NS Capital Management

Mike Clifford

Executive Director
Roosevelt Management Company, LLC

Marlene Robinson

Senior Program Advisor
U.S. Dept of HUD
12:30 PM
Luncheon
1:45 PM
Portfolio Management: Reducing Carrying Costs Of Ownership on Your Defaulted Loan Portfolio

• Modifications: How to get them timely and efficiently
• Reducing attorney’s fees and costs on default litigation
• Aggressive litigation tricks to reduce the timelines (and your daily carrying costs)
• Aggressive and outside the box thinking with your servicers
• Getting through title issues and dealing with aggressive association estoppel demands
• Code enforcement mitigation

Steve Tran

Partner/Attorney
eXL Legal

Mario Serra

Managing Partner
Fein Such Law Group

John Ansell

Partner
Rosenberg and Associates, LLC

Paul Johannsson

Founder & CEO
O.L.A.F. Consulting

John Dunnery

VP Government Loan Servicing
Bayview Loan Servicing
2:30 PM
Buy Then Foreclose Vs. Seller Foreclose Then Buy

• Impact of difficulty of foreclosing in that state
• Trading of foreclosed vs. non-foreclosed
• Firsts vs. seconds; performing vs. non-performing
• Pricing, time needed to foreclose and cost of capital
• Buying portfolios with both foreclosed and non-performing, not foreclosed loans

Troy Fullwood

Director
Pinnacle Investments

Neil Cohen

President & Managing Director
Barsh and Cohen, P.C.

Joshua Andrews

CFO/Asset Manager
Notable Investments, LLC

Mike Zevitz

CEO
NPL Manager

Steven Eisenberg

Managing Partner, CEO
Stern & Eisenberg, PC

Chris Winkler

NPL Fund Manager
Silverwood Capital Fund I LLC

January Taylor

Attorney
McMichael Taylor Gray, LLC
3:25 PM
Networking Break Courtesy of:

                   

3:50 PM
Preparing Your Portfolio To Sell And Evaluating Disposition/Exit Strategies

• Making sure you have no kick outs
• What kind of sellers do you want to work with?
• Structuring reps and warrants
• Technology and automation available
• Making sure the price is right: The assets overview, factors involved: 1sts & 2nds
• When to start asset level review? What buyers are looking for in due diligence that sellers needs to be prepared for?
• Dirty pools and major defects: Pricing, curative actions, timeline to successful resolution
• What is your thinking on retrades?

David Solomon

Managing Partner
Certified Trading

Timothy Madigan

Managing Director
Garnet Capital Advisors

John Hutchison

Executive VP
Infinity IPS

Alex Goldovsky

Founder & CEO
ProTitleUSA

George Paquette

Chief Appraiser-Valuations
Springhouse
4:45 PM
Firsts Vs. 2nds Market-What Is The Risk/Pricing/Yield You Are Looking For?

• Non-performing/performing/re-performing 1sts vs. 2nds
• Considering the amount of equity
• State considerations
• Regulatory considerations
• Getting wiped out
• What is found during the due diligence stage that can get you in trouble?
• When do you buy the first and the second?
• Evaluating the low balance market

Wade Pyun

Senior Vice President, Chief Risk Officer, and General Counsel
Altura Credit Union

Ron Friedman

Managing Director
CAMG Ventures, LLC

Michael Kelleher

Managing Director
MountainView Financial Solutions, LLC

Gordon Moss

CIO
Quixote Ventures

Paige Panzarello

Managing Trustee
The Tryllion Group

Sandor Lau

Chief Inspiration Officer
Noted Financial
5:20 PM
Networking Reception
6:20 PM
Day One Concludes
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Event Contacts for The 4th Annual NPL Notes & Default Servicing Forum (West)

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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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