This is a past event. To see the list of our current events, please click  HERE

Kenneth Abbott

US IHC CRO
Barclays

Ken Abbott is the Chief Risk Officer for the Americas for Barclays.    He is responsible for overseeing the development and implementation of the IHC and CUSO Enterprise Risk Management Framework, covering all Principal Risks detailed in Barclays Enterprise Risk Management Framework (ERMF), with particular emphasis on ensuring that an integrated and effective risk management framework is maintained. Ken joined Barclays in 2015 from Morgan Stanley, where he was Managing Director and COO for Firm Risk Management.  In addition, he ran legal entity risk management for Morgan Stanley’s swap dealers and for their buy-side activities and ran their risk model review function. Prior ... (view full description)

Rocke Andrews


Lending Arizona, LLC

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. 
 

Eknath Belbase

Director, Mortgage Strategy
Andrew Davidson & Co., Inc.

Eknath Belbase is Director of Mortgage Strategy at Andrew Davidson & Co., Inc. He also consults on a range of projects involving portfolio strategy, risk management, hedging, interest rate and credit analytics, custom models and risk-based capital. Eknath began his career in Finance at AD&Co, where he worked from 1998-2002. During that period, he developed the first version of the B-K interest rate process, an initial implementation of the implied-prepayment model, and developed prepayment models for agency fixed-rate and hybrid products that introduced national house price appreciation as a driving variable for the first time. He also supported a number of consulting proj ... (view full description)

Bill Berliner

Director of Analytics
MCT Trading

Bill is Director of Analytics for Mortgage Capital Trading.  He has over 34 years of experience in mortgage and MBS Research, Trading, and Operations, beginning in the back office of Bear, Stearns in 1985.  He joined Countrywide Securities as a CMO trader in 1996, and eventually was head of the Trade Strategies Group, responsible for the firm’s research publications and articles. After leaving Countrywide, he served as a consultant focusing on risk management and asset valuation, and joined MCT in early 2017.  He has co-authored two editions of a textbook on MBS with Frank Fabozzi and Anand Bhattacharya, and has written or co-written almost twenty book chapters and articles.  He is also the ... (view full description)

Hakan Beygo

Senior Director
Freddie Mac

Hakan Beygo is Senior Director in the Single Family Sales and Relationship Management organization.  In this capacity, he has responsibility for the bulk loan acquisition channel and servicing released execution businesses.  These businesses help customers with their balance sheet management needs by providing liquidity through bulk loan sales or servicing rights acquisitions while also providing servicing released execution options for sellers.  Mr. Beygo has over 25 years of experience in the mortgage business.   Prior to joining Freddie Mac, Mr. Beygo was Senior Vice President of Business Development and Investor Relations for SunTrust Mortgage, where he had responsibility for ... (view full description)

Paul Birkett

Managing Member
Automation Finance 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.

Robert Brookes

Director and Consultant
Home Federal Bank of Hollywood

HOME FEDERAL BANK OF HOLLYWOOD Hallandale Beach, Florida 2013 - present President & CEO/Director Community savings bank that Bob and his team successfully managed out of a regulatory consent order. Hired to resolve regulatory issues, expand the bank’s activities, re-capitalize the bank and re-define the strategic direction of this local 15 year old institution. Joined the bank as a consultant and after regulatory approval joined as President & CEO. Key to Banking, LLC Key Biscayne, Florida 2012 – 2013 President Business and bank consulting firm specializing in problem resolution, strategic planning, business plans. SECURITY BANK, N.A. Miami, Florida 2011 - 2012 President & CEO/ B ... (view full description)

Scott Buchta

Head of Fixed Income Strategy
Brean Capital

Mr. Buchta is a Managing Director and the Head of Fixed Income Strategy at Brean Capital, LLC. Mr. Buchta has over 30 years of experience developing investment strategies for financial institutions across the various fixed income sectors, with an emphasis on MBS, CMBS and other asset backed securities. Over the years he has worked with banks, credit unions, insurance companies, money-managers and hedge funds to develop comprehensive investment and hedging strategies specific to each investor class. In addition to providing market insight and cross-sector relative value trade ideas to institutional clients, Mr. Buchta also provides periodic commentary on macroeconomic themes, interest r ... (view full description)

Claudio Chavez

Chief Executive Officer
Arch Bay Capital, LLC

John Coleman

SVP, MD, Fixed Income Group
RJO'Brien

John has been managing the Fixed Income Group of R.J. O'Brien since its inception 23 years ago. With now over a quarter century of experience in the futures industry, John has been involved in several aspects of the business emphasizing construction of cost-effective interest rate hedge strategies and processes.  John is responsible for the Fixed Income Group's research and developed its propriety HedgeBuilder software. In addition to regularly speaking at risk management conferences, John is cited in Fabozzi's Handbook of Fixed Income Options, published in Institutional Investor and a frequently quoted source in industry journals and publications.

 

Geoff Cooper

VP Product Development
MGIC

Geoffrey is Vice President ─ Product Development at Mortgage Guaranty Insurance Corporation (MGIC). In this role, Geoffrey leads a Team focused on product development, including credit risk transfer; new business opportunities; and business analytics. Geoffrey rejoined MGIC in June 2014 after six years as the Director – Single Family Housing of Wisconsin Housing and Economic Development Authority (WHEDA), Wisconsin’s state housing finance agency (HFA). In that capacity, Geoffrey oversaw all facets of WHEDA’s single family residential mortgage business including underwriting, servicing, quality control, and secondary. Prior to joining WHEDA, Geoffrey worked 14 years at MGIC, serving in Market ... (view full description)

Richard Cooperstein

Director, Alliances and Policy
Andrew Davidson & Co., Inc.

Richard Cooperstein, Ph.D. is Director of Alliances and Policy at Andrew Davidson & Co., Inc. He brings decades of experience from various risk and policy roles in the mortgage market including senior positions at Freddie Mac, Ocwen, HSBC Securities, RMIC and Ranieri Partners.  He spent the first 10 years of his career in government service at the General Accounting Office and the Office of Management and Budget as a senior economist.  Cooperstein has managed risk portfolios at a mortgage insurer, servicer and GSE.  He owns a copyright on a mortgage valuation platform and was one of the chief architects of Credit Reform.  He is a published author and experienced speaker ... (view full description)

Hakan Danis

Director, Economic Stress Test Manager-Credit Strategies Group
MUFG Union Bank

Hakan Danis is currently Director in MUFG Union Bank where he is responsible for the BHC stress scenario design, expansion of supervisory scenarios and projecting 150+economic series under each scenario for use in CCAR, Mid-cycle DFAST, ICAAP, RRP, JFSA and monthly budget baseline scenarios. He has developed two challenger models (C&I and CRE credit loss) and a model that has been used to rank scenarios based on their severity. He actively participates in Review & Challenge and represents the Risk group in Overlay Committee meetings. Prior to joining MUFG Union Bank, he was Senior Economist in the Research Department at BBVA, where his forecasts were accepted one of the most accurate ... (view full description)

Henry Darakhovskiy

Senior Vice President
Flagstar Bank

Current: Flagstar Bank, Bellevue Senior Vice President and Head of Balance Sheet Management, Treasury. Prior: Branch Banking and Trust (BB&T) Senior Vice President and Director of Portfolio Management, Treasury Washington Mutual Bank Head of Portfolio Strategy and Senior Vice President, Capital Markets Senior Portfolio Manager and Senior Vice President, Capital Markets Freddie Mac, McLean Director, Market Strategy & Research, Securities Sales & Trading Group Fannie Mae, Washington Various positions. Henry holds an MBA from William E. Simon Graduate School of Business Administration, University of Rochester.

Nitin Dave

Vice President of Securitization and Servicing
Southern Trust Mortgage, LLC

Mr. Nitin Dave has 35 years' experience in Mortgage Banking, Consumer Banking, Investment Banking, Commercial Lending, and Mortgage Servicing operations (25 years at FannieMae, 2+ years at Citizens Bank, and 4 Years at Pinnacle Financial Corporation and currently as Vice President of Servicing & Securitization at Southern Trust, a FannieMae, FreddieMac and GinnieMae approved Seller/Servicer).Besides his vast experience, Nitin Dave holds two undergraduate degrees, an MBA, and a Chartered Accountant's designation (comparable to CPA). He is a graduate of the School of Mortgage Bankers Association of America, and has Public Accounting experience as well.He is one of the f ... (view full description)

Bryan Deshasier

Head of Compliance Risk Management
Clara

T. Robert Finlay

Partner
Wright, Finlay, Zak, LLP

T. Robert Finlay is one of the three founding partners of Wright, Finlay & Zak.  Since 1994, Mr. Finlay has focused his legal career on consumer finance and mortgage-related litigation, compliance and regulatory matters.  Mr. Finlay is at the forefront of the mortgage banking industry, handling all aspects of the ever-changing default servicing and mortgage banking litigation arena, including compliance issues for servicers, lenders, investors, title companies and foreclosure trustees.  Mr. Finlay successfully guides clients through the complexities of litigation while being extremely mindful of their core values and business models.  He is a regular speaker (at industry events and for c ... (view full description)

Tim Forrester

Chief Financial Officer
United Shore Financial Services

Jeff Freud

Managing Director
United Asset Management, LLC

Jodi Gaines

Vice Chair
Reditus Investor Services ,LLC

Jodi Gaines is currently the Vice Chair of Reditus Investor Services, LLC and Claims Recovery Financial Services, LLC.  Jodi Gaines was the CEO and founder of Claims Recovery Financial Services, LLC which will be celebrating 15 years of service in December 2017.  With over 28 years of default, servicing and acquisition experience, she brings a wealth of knowledge and insight to industry.   Jodi is the MBA Chair for the FHA Claims Committee which was established to create better communication and partnership with Servicers and HUD. Jodi also sits on the MBA Loan Administration Committee and MBA Property Preservation Committee.  Jodi is an active member of the Five Star Legal League 100 and th ... (view full description)

Joanne Gaskin

Vice President
FICO

Ms. Gaskin oversees the FICO Scores regulatory practice and is responsible for the strategic direction of FICO’s analytic solutions and partnerships serving the mortgage industry. In her role, Ms. Gaskin works globally in partnership with financial institutions and regulatory agencies to support making better decision to drive growth, profitability and customer satisfaction. She is driven by the positive impact that FICO makes on the lives of consumers by working collaboratively with the financial services industry.   With more than 25 years in financial services, she has led analytic and product development efforts to address some of the most critical topics impacting fina ... (view full description)

Marie Gayo

President
Trident Mortgage Company LP

Marie Gayo is President of Trident Mortgage Company, a regional mortgage lender and a wholly owned company of Berkshire Hathaway HomeServices of America. Marie has over 25 years of experience in the mortgage and investment banking industry.

Marie joined Trident in 2009 as Senior Vice President of Operations. Prior to joining Trident, Marie was employed at Credit Suisse as a Director within the firm's Fixed Income Division and later as part of the Investment Banking Operations Division. Marie began her career working for PNC (formerly Sears Mortgage Corporation) and was also employed at Hanover Capital Partners, Sovereign Bank, and Cendant Mortgage. 

John Ge

Principal Financial Engineer
Fannie Mae

John Ge has 18 years of experience of quantitative research in the mortgage industry. He joined Fannie Mae in 1999 as a quant to work on the risk analytics, mortgage models, MBS hedge strategies and back-testing, and term structure models. More recently he focused on the model validation of the models in the capital markets business. Before that he was with Algorithmics in Toronto. John Ge has a Ph.D in Mathematics from Chinese Academy of Sciences.
 

Ilan Gleiser

Vice President Operational Risk
Ygrene

Derrick Gruner

General Counsel
Apollo Square Capital

Mr. Grüner possesses decades of real estate and finance industry experience. Prior to his role as General Counsel for Apollo Square Capital and Strategic Holdings, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large AV-rated east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. He is a recognized leader ... (view full description)

Ben Hunsaker

Portfolio Manager, Head of Structured Products
Beach Point Capital

Philip Laren

Director MSR Services
MCT Trading Inc

Mr. Laren has been involved in mortgage banking capital markets and risk management for over 29 years. He is well known for developing financial models with applications to servicing value, pipeline hedging, optimal use of options for both servicing and pipeline hedging, as well as profitability and best execution models. He has presented on servicing asset topics at the MBA’s Annual and Secondary market meetings, and has taught both the Secondary Marketing and the Servicing Valuation section of the MBA’s School of Mortgage Banking II.   He is one of the few Capital Markets professionals with experience running major prime and non-prime operations, including stops in Michigan, So ... (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 1,000 notes with a balance 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.

Jay Lown

President & Chief Executive Officer
Cherry Hill Mortgage Investment Corp.

Mr. Lown has over 25 years of combined experience in the financial services industry and the residential mortgage markets. Mr. Lown is currently President and CEO of Cherry Hill Mortgage Investment Corporation, a residential mortgage Real Estate Mortgage Investment Trust that acquires, invests and manages servicing related assets, agency mortgage backed securities and other residential mortgage assets.  Mr. Lown previously served as Executive Vice President in charge of strategic funding projects and capital markets from May 2012 through July 2016.      In the years prior to joining Freedom Mortgage, Mr. Lown was a Portfolio Manager at Avenue Capital Group and was head of the res ... (view full description)

Richard MacWilliams

Managing Partner
Vista Capital Advisors

Richard K. MacWilliams is co-founder and Managing Partner of Vista Capital Advisors and Chairman of Salon Media Group.  Previously, Mr. MacWilliams was Chairman of BoardEx, Executive Vice President of Bridge Information Systems and President and CEO of EJV Partners. Prior to joining EJV, Mr. MacWilliams served as Executive Vice President and trading manager for Drexel Burnham Government Securities and held a similar post at Donaldson Lufkin & Jenrette. He was also President and CEO of ACLI Commodity Services, a worldwide commodity trading company.  Mr. MacWilliams is a graduate of Bucknell University, where he is a former trustee.

Idriss Maoui

Executive Vice President
Loan Depot

Alex McGillis

Sr. Product & Policy Leader
Quicken Loans

Charles Merrill

Senior Vice President - Portfolio Management
Loan Depot

Phillip Millman

Principal Congressional Liaison - Capital Markets
Federal Housing Finance Agency

Phillip Millman has 30 years of experience in capital markets. He began his career doing collateral analysis and structuring, then progressed to research and then to trading. Millman is now the principal capital markets specialist for the Federal Housing Finance Agency and serves as its capital markets expert. He is the business lead for the 18 lawsuits FHFA filed against sponsor's of Non-Agency Securities which resulted in over $27.1B in recoveries. He also served as one of the expert members of the Interagency Risk Retention rulemaking committee that was established by the Dodd-Frank Act in July 2010. His expertise in capital markets encompassed a broad spectrum of functions, including str ... (view full description)

Gordon Moss

CEO
Quixote Ventures

  Gordon began his career in real estate in 1985 as a commercial real estate broker in Orange County California.   He has been an avid student of the masters of all facets of the real estate and investing business for over 25 years.  He now owns and manages a portfolio of properties and notes full time and today is very passionate and active in what he believes is the best real estate and note investment opportunity we will see in our lifetimes. These 25 years of experience and focus give a unique perspective and Gordon takes great pride in the fact that he has a unique ability to make money in any real estate market.  Over the last several years he has studied, developed, refined, and maste ... (view full description)

Ashish Negandhi

Senior Portfolio Manager
Angel Oak Capital Advisors

Mr. Negandhi focuses on building and managing structured investment strategies within the asset backed securities market.
Mr. Negandhi previously worked within the investment grade corporate bond and collateralized loan obligation fixed income markets, managing a portfolio up to $2 billion in assets at Washington Mutual Bank. Mr. Negandhi guided investments based on risk analysis and exposure valuations, including monitoring credit default and interest rate risk.
Mr. Negandhi holds a B.S. in Computer Science from Georgia College and State University and an M.B.A. from Foster School of Business at the University of Washington.

Brent Nyitray

Director of Capital Markets
iServe Residential Lending

Director of Capital Markets
iServe Residential Lending

Blogger at the Daily Tearsheet
http://thenadtearsheet.blogspot.com/

Prior

Bear Stears
Elliott Management
Mallet Capital Management

Mike Ondrovich

Mortgage Capital Markets
First National Bank of Omaha

Mike Ondrovich is the Director of Secondary Marketing for First National Bank of Omaha.     Mike directs and oversees all of First National's Secondary Marketing efforts along with assisting with the MSR valuation, hedging needs and any regulatory or compliace issues that may arise.  

 

Robert Perry

Principal
ALM First

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development. Mr. Perry has more than 27 years of experience in the banking and bank-consulting businesses. Mr. Perry has shared his in-depth knowledge and financial management background at many conferences, training and educational events ... (view full description)

Wade Pyun

Chief Legal Officer
Altura Credit Union

Wade Pyun is Senior Vice President and Chief Legal Officer for Altura Credit Union, a financial institution based in Riverside California that manages $1.4 billion in assets and serves over 135,000 members. Prior to joining Altura, Wade worked in various leadership roles, including Senior Corporate Counsel, at U.S. Bank. His previous experience also includes advising the California state legislature on policy matters involving consumer protection laws and regulations. Wade is frequently featured as a speaker at regional and national banking conferences, and he is a member of numerous industry steering and policy committees. Wade earned B.A. and M.A. degrees in ... (view full description)

Al Qureshi

Managing Partner
Blue Water Financial Technologies

Alan P. Qureshi serves as a Managing Partner of Blue Water Financial Technologies with a primary focus on MSR hedge strategies, transaction management and Fintech Integration. With over 20 years of experience in the Capital Markets and Mortgage Industry, Alan oversees both the SEC Registered Investment Advisor and the FinTech subsidiaries of Blue Water. Prior to co-founding Blue Water with a like-minded team of innovators and capital markets experts in 2018, Alan served as the President of Incenter Portfolio Advisors, and as the Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. Earlier in his career, Alan also held MSR, analytic, hedging and trading app ... (view full description)

Tom Rettinger

SMD, Portfolio Risk Management
PennyMac

Tom Rettinger is the Senior Managing Director of Portfolio Risk Management at PennyMac, where he is responsible for managing the market risk of the Global Investment positions of their own Originator and Servicer, and the investment position of the Mortgage REIT. Prior to PennyMac, he was responsible for MSR Valuation and Hedge Strategy at Countrywide, HSBC and PNC Bank.  Mr. Rettinger holds an MS in Statistics and a BA in Mathematics, both from Rutgers University.

Jim Riccitelli

Co-CEO
Unison Home Ownership Investors

Jim leads the product design, business development, consumer education and operating platform teams responsible for Unison’s two flagship programs, Unison HomeBuyer and Unison HomeOwner.  With over 20 years’ experience, Jim has developed operating platforms for several real estate finance and investment firms.  He was previously a Director at Nomura Securities where he held senior roles in the commercial lending business and managed a fund that supported the growth of financial service companies.  He holds a Master’s degree in Computer Science from Iona College, an MBA from Columbia University with Beta Gamma Sigma honors and is a Chartered Financial Analyst.  Jim is a frequent speaker at in ... (view full description)

Andrea Riche

Chief, International Affairs
FDIC

Ms. Riche is currently serving as a Resolutions & Closings Manager in the Division of Resolutions and Receiverships of FDIC.  Her specific function is Manager, Strategic Programs.  Ms. Riche is currently responsible for liquidating mortgage servicing assets and other loan assets retained from failed institutions. Employment history with FDIC has included working as a Senior Capital Marketing Specialist in DRR Capital Markets (DC) where she worked on preparation and delivery of CRE and SFR securitization transactions as well as a Senior Franchise & Asset Marketing Specialist in DRR Asset Marketing (Dallas) where she worked on marketing structured ... (view full description)

Aron Rofer

President and General Counsel
Power Choice Mortgage

Liz Scholz

Associate Director, Risk Management
FHFA

Liz has been with the Federal Housing Finance Agency (FHFA) for over nine years and currently serves as the Associate Director for the Office of Strategic Initiatives and Risk Management.  This office is responsible for overseeing all activities related to the Single Security Initiative, the Common Securitization Platform (CSP) and Common Securitization Solutions (CSS).  In addition, Liz is responsible for the Conservatorship risk reporting and risk monitoring activity across the single-family, multifamily and retained portfolio sections of Fannie Mae and Freddie Mac.  Liz also spent three years leading credit risk and operational risk examination activities.   She holds an MBA in finance fr ... (view full description)

Geoffrey Sharp

Managing Director
Eris Innovations

Mr. Sharp is responsible for Sales and Marketing at Eris Innovations, developers of Eris Swap Futures. As CME Group products, USD Eris Swap Futures provide a full 0-30 year yield curve of standardized swap contracts which simplify access and use of swaps. Prior to Eris, Mr. Sharp was a Managing Director in global interest rate markets at Nomura Securities and previously held senior derivatives trading and sales roles at Lehman Brothers in both Tokyo and New York. Mr. Sharp holds a B.Eng. from The University of Bristol, England.

Alex Shenkar

Senior Vice President – Head of Credit Risk Model Validation
SunTrust Bank

Akhtar Siddique

Deputy Director-Enterprise Risk Analysis Division
OCC

Supriti Singh

Principal Data Scientist
FICO

Supriti Singh is currently serving as a Principal Data Scientist for FICO’s Fraud, Cyber and Compliance solutions. Supriti has worked on a variety of projects using her expertise in advanced analytics, data modeling and research across various domains including finance, healthcare and insurance. She has more than 16 years professional experience in developing and refining fraud predictive models across FICO’s multiple verticals, and serves as a subject matter expert in advanced fraud detection analytics, pattern recognition and machine learning. Supriti holds a Master’s degree in Statistics from San Diego State University, and Bachelor’s degree in Physics, Mathematics and Quantitative Busine ... (view full description)

Matt Stanley

Senior Director
FICO

Leon Tatevossian

Adjunct Professor, Fin'l Math & Engineering
NYU Courant and NYU Tandon

Leon Tatevossian is an adjunct professor in Mathematics in Finance at NYU Courant and in Finance and Risk Engineering at NYU Tandon.  From 2009-16 he was a director in Group Risk Management at RBC Capital Markets, where he covered market risk for securitized products in secondary-trading, origination, and proprietary-trading areas.  Leon's experience in the fixed-income capital markets includes positions as trader, quantitative strategist, derivatives modeler, and risk analyst.  His product background includes US Treasurys, US agency bonds, interest-rate derivatives, MBSs/ABSs, and credit derivatives.  Leon graduated from MIT (SB; mathematics) and was a graduate student in mathematics at Bro ... (view full description)

Damien Weldon

Managing Director
Vichara Technologies

Damien Weldon heads sales, alliances and marketing for Vichara Technologies. In his role at Vichara, Damien focuses on strategic sales and marketing initiatives, and co-innovation with Vichara's data and analytics partners. His principal focus is credit, prepayment and collateral risk solutions for mortgage and real estate investors valuing mortgage-backed securities and analyzing mortgage portfolio performance. Damien was previously at CoreLogic where he was vice president, business development, responsible for developing strategic alliances and partnerships in capital markets. Before joining CoreLogic, he developed analytical and risk management solutions for clients in the financial servi ... (view full description)

Brian Ye

Managing Director
JP Morgan Securities LLC

Brian Ye is a Managing Director in the Mortgage Strategy team at J.P.Morgan. He has been an Institutional Investor ranked analyst since 2006, focusing on prepayments, MBS pass-throughs and CMOs. Brian joined the firm in 2000 from Credit Suisse. Prior to that, he worked at Bear Stearns. He graduated from Dartmouth College and holds an M.S. from the Johns Hopkins University.  

Rick Zhang

Vice President
T. Rowe Price

Rick Zhang is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., responsible for mortgage research. Prior to joining the firm in 2015, he worked at PIMCO for five years in mortgage and portfolio analytics and at RangeMark for 2 years in mortgage asset management. 

Shengyu Zhang

SVP, Quantitative Manager
HomeStreet Bank

Shengyu is currently Senior Vice President and Quantitative Manager for HomeStreet Bank, with responsibility for Modeling, Valuation and Risk Analytics for MSR, Secondary Market, Asset and Liability Management, and Interest Income forecasting.  Prior to joining HomeStreet in 2015, Shengyu spent 5 years in Federal Home Loan Bank Seattle where he was the Market Risk Manager responsible for interest rate risk modeling, valuation and reporting. From 2009 to 2010, Shengyu was a Senior Risk Modeling Manager at Freddie Mac with responsibility of oversight on market risk and credit risk models. From 2004 to 2009, Shengyu worked at Washington Mutual as Quantitative Developer responsible f ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for Mortgage Risk Management Strategies: A Forum on Hedging, Analytics & Modeling Technology

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password