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Richard Allen

Paperstac/MWM Fund

Rick Allen is a serial entrepreneur who has a passion for his family and for helping people.   Rick has been involved in real estate investments for the past 16 years and mortgage note investing for the past 9 years.  While having many disciplines, Mr. Allen has had an extensive focus on fund management, business Ops, distressed housing, distressed mortgage debt, restructuring and capital sourcing.   Rick is currently involved in two projects that take aim at disrupting different parts of the note space.  One project addresses the increasing stress being placed on the lower and middle class for sustainable affordable housing.  His company, Money With Meaning Fund (MWM Fund), has ... (view full description)

Louis Amaya

PEMCO Capital Management

  Mr. Amaya co-founded and is the CEO of PEMCO Capital Management .  PEMCO Capital Management is  fund manager specializing in the acquisition and management of residential mortgage debt and real estate related assets.   Prior to co-founding PEMCO Capital Management, Mr. Amaya co-founded and was the Chief Investment Officer at National Asset Direct Inc., Capital Markets.  NAD Inc. was founded in October of 2006 to support the acquisition and management efforts of various investment funds in the distressed residential mortgage asset class.  Through the leadership of Mr. Amaya, the enterprise quickly grew to include four subsidiaries enabling NAD Inc. to more effective ... (view full description)

Kimberly Banks Fawcett

Portfolio Manager
Inspired Capital Group, LLC

Kimberly is a nationally recognized expert in residential mortgage investing. With over 25 years of residential and commercial real estate investing experience, she’s focused almost exclusively on first and second mortgages since 2012. She enjoys sharing her knowledge with other real estate investors so much that she created Note Investing Academy, a video-based training program that focuses on the day-to-day management of note investments. 

Zach Bassett

VP, Field Operations
Property Masters Inc

Zach Bassett began his career with Property Masters Inc in 2013. His passion for the business and construction renovations was nurtured by working his way through Property Masters field organizational structure mastering every capacity as he made his way to his current position, VP, Field Operations, where he oversees national field operations and staff.  Zach’s leadership path in the company has given him a unique perspective and understanding of the the importance each role plays in the overall success of the business in meeting strategic goals and objectives of both the company and our clients alike. Zach’s keen ability to maximize individual strengths and minimize weaknesses along with h ... (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 currently manages ~$200mm of Non-performing loans. 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.

Ron Brandenburg

Cal RE Fund Management, Inc

Mr. Brandenburg has been an executive in the mortgage industry for 30 years and is an expert at mortgage loan default servicing. Since 2008 Mr. Brandenburg has managed six investment Funds which collectively have purchased $400 million of REO assets, performing, re-performing and non-performing first mortgages. He has created effective systems and controls for sourcing, valuing, acquiring and liquidating residential mortgages and real estate. 

Scott Breza

Hofmeister & Breza

Hofmeister and Breza (“HB”) is a Mid Atlantic law firm that provides legal services to investment groups, community, regional and national financial institutions, and small to mid-sized business owners. As one of the founding partners, Mr. Breza manages the transactions group. His more than two decades of personal and professional involvement in all phases of business and real estate transactions enables him and his team to provide advice and direction in due diligence, collateral evaluation, title and finance, as well as  loan workouts and restructures. Scott’s dedication in assisting clients in commercial, construction and consumer real estate transactions and settlements has resulted in H ... (view full description)

Claudio Chavez

Chief Counsel
United Asset Management

Claudio Chavez currently serves as Managing Director and Chief Legal Counsel for United Asset Management, LLC. At the company, Claudio is responsible for overseeing the company’s management functions and legal aspects of all operations, including, secondary market transactions, asset management, loan servicing, vendor relationships, risk management, and corporate governance matters. Prior to United Asset Management, LLC, Mr. Chavez was CEO of Arch Bay Capital, LLC and prior to Arch Bay he was in private law practice where he was a partner in the Real Estate Groups of DLA Piper US, LLP and Katten, Muchin & Rosenman LLP.    Claudio holds a Juris Doctor degree from the Universit ... (view full description)

Darren Cottrill

President & CEO
American Destiny Real Estate Services

Darren Cottrill is the President and CEO of American Destiny Real Estate Services, LLC (ADRES).    Mr. Cottrill oversees ADRES’s growth as a 3rd party disposition strategy that has assisted clients with their asset liquidations over the past decade in all 50 states and Puerto Rico.  If you are Selling or Buying property anywhere in the 50 states, our Asset and Agent Management Service offers a one stop shop solution that works hand in hand with your team.  We take your challenges and make Real Estate Real Simple.

Magalie Creech

Finkel Law Firm LLC

Ms. Creech practices in the litigation division of the Finkel Law Firm LLC and manages the firm’s creditor bankruptcy department.  She represents national banking associations and loan servicers state-wide in commercial and real property-related litigation, with an emphasis in contested foreclosures, bankruptcies, debt collections, and real estate matters. She also handles a variety of civil litigation in both state and federal court. Ms. Creech received her Juris Doctorate from the Charleston School of Law in 2010, graduating cum laude, and was admitted to the South Carolina Bar the same year. Prior to attending law school, Ms. Creech earned her Bachelor of Arts from Georgetown Univer ... (view full description)

Keenen Dammen

Managing Director
Shellpoint Mortgage Servicing

Mr. Dammen is the Managing Director, Corporate Strategy and Business Development, of Shellpoint Mortgage Servicing (“SMS”). SMS is a Top 5 non-bank residential mortgage servicer and an acknowledged leader in the NPL default servicing market. SMS was acquired by New Residential Investment Corp (NYSE: NRZ) in July, 2018 and currently services over 1,500,000 first and second lien mortgages.

Prior to joining SMS, Mr. Dammen was President of the Investment Capital Group and a member of the Executive Committee of GMAC ResCap. Mr. Dammen began his career in the Mortgage Department of Salomon Brothers.

Roy Diaz

Managing Shareholder
Diaz Anselmo Lindberg PA

Roy Diaz is the shareholder of SHD Legal Group P.A. in Ft. Lauderdale Florida. Roy has been a member of the Florida Bar since 1988. He has concentrated his practice in the areas of real estate, litigation and bankruptcy. He has represented lenders, servicers of both conventional and GSE loans, private investors and real estate developers throughout his career with an emphasis on the mortgage servicing industry for over 25 years. Roy is admitted to Federal Court practice in the United States District Court for the Southern District of Florida, Middle District of Florida, and Northern District of Florida. He is also admitted in the United States Court of Appeals for the Eleventh Ci ... (view full description)

James Dooley

Managing Director – Capital Markets
AMIP Management

Mr. Dooley is a Founder, former President and currently a Managing Director of AMIP Management. AMIP is an alternative asset management firm specializing in the acquisition and resolution of distressed residential mortgage loans and real estate.  Over the past two years AMIP has acquired over $1B in assets for two institutional clients and currently manages over $800M in loans and REO. Mr. Dooley has over twenty years of experience trading and managing distressed residential mortgage loans, REO, and other distressed consumer assets.  The foundation of AMIP’s approach is the methodical sourcing of individual assets coupled with the systematic identificati ... (view full description)

Brian Dunn

Senior Director

As Managing Director, Brian Dunn co-manages MountainView Financial Solutions’ (MountainView) whole loan and structured finance securities valuation practice, providing oversight and leadership related to the team’s valuation methodologies and business development. Mr. Dunn oversees the valuation over more than $35 billion in whole loans and 3,500 CUSIPs per month.   MountainVIew’s valuation capabilities span across a wide range of whole loan assets including residential (performing, re-performing and non-performing), CRE and consumer loans. The valuation teams’ structured finance securities valuation expertise and capabilities include new issue and legacy securitizations of RMBS, ... (view full description)

John Dunnery

VP Government Loan Servicing
Bayview Loan Servicing

John Dunnery is a Vice President at Bayview Loan Servicing, LLC, managing its non-performing GSE/Agency residential loan portfolio.  Bayview, headquartered in Coral Gables, Florida with operational sites in Fort Lauderdale and Doral, Florida, Horsham, Pennsylvania, Bedford, Texas and Tucson, Arizona, services and subservices 180,000 loans in 50 states and Puerto Rico, totaling over $44bl in loan balances.  John is responsible for management and oversight of the government loan portfolio to regulatory and servicing guide requirements, including electronic data reporting, investor reporting and loan accounting, servicing advances and claims.     John has been in mortgage bank ... (view full description)

Steven Eisenberg

CEO and Founding Partner
Stern & Eisenberg, PC

Steven K. Eisenberg has extensive background in real estate and corporate matters including acquisition and sale of businesses and assets.  His practice also focuses on the representation of lenders and servicers in the enforcement and protection of their interests in the legal process, including foreclosure, bankruptcy, evictions, title claims, loan modifications, and litigation.  Having experience previously representing borrowers, Steven brings his unique perspective to the representation of his servicer, lender and business clients. ​Steven K. Eisenberg believes that you need to look to the underlying fundamentals of each matter in order to understand the issues and seek an optimum ... (view full description)

Cody Faller

Faller Financial LLC

Cody Faller, Founder of Faller Financial, has 16 years’ experience in the real estate and mortgage note industry. Cody has worked with a wide spectrum of real estate note investors across the country ranging from large Banks & hedge funds to individual note buyers.   Cody played an integral role within a private equity firm which purchased in excess of $500 million in real estate notes and property during the Great Recession. Since 2011, Cody has personally facilitated and/or purchased over $185 million (Unpaid Principal Balance) in residential notes across roughly two hundred and fifty transactions.  Cody earned a Master’s Degree in Business Administration and is a graduate ... (view full description)

Haley Freedman

Chief Valuations Officer
Nationwide Property & Appraisal Services

Haley Freedman is the Chief Valuation Officer for Nationwide Property and Appraisal Services. Haley started out as a field appraiser working for the family business appraising complex residential and commercial appraisal assignments, ultimately working his way up to partner. Haley completed forensic reviews to detect potential fraud on behalf of FNMA and has completed thousands of appraisal and reviews over the years.  Haley shifted to working directly for leading lenders in the mortgage lending industry and held several management positions assigned with setting up and managing appraisal procurement, quality control and review processes. Haley’s current duties includ ... (view full description)

Jeff Freud

Managing Director
United Asset Management, LLC

Ron Friedman

Managing Director
CAM Ventures Holdings, LLC

Ronald Friedman has been the Managing Member of CAMS Ventures Fund since its inception in 2008. The fund primarily invests in distressed 1st and 2nd mortgages nationwide and has purchased in excess of 2 billion dollars.  Mr. Friedman is a seasoned professional with over 30 years of mortgage banking experience with a concentration in the origination, servicing and selling of mortgages in the secondary market.  In addition, Mr Friedman  manages multiple high end real estate projects in excess of $20 million. He is a licensed real estate sales person and a licensed CPA. Mr. Friedman graduated with a Bachelor’s degree in accounting from George Washin ... (view full description)

Alex Goldovsky

Founder & CEO

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

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

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)

Adam Gross

Gross Polowy, LLC

Adam Gross is Partner at the New York & New Jersey based law firm of Gross Polowy, LLC.  Mr. Gross has over 27 years’ of legal expertise and specializes in the nuances of New York real property laws, mortgage foreclosures, statute of limitation issues, and the business conduct rules for servicing mortgage loans.    Mr. Gross is uniquely known for his thought leadership and pragmatic approach surrounding his areas of specialization:  mortgage default litigation and appeals, legal compliance, creditors rights, home retention, foreclosure, title curative, and related real estate matters.   His practice focuses on consulting clients on mortgage servicing regulations, statute of l ... (view full description)

Ivan Halpern

Chief Operating Officer
CAM Ventures Holdings, 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.  

Cara Hardy

Vice President
Statebridge Company

Cara Hardy is the VP, Foreclosure & Bankruptcy Operations at Statebridge Company, LLC. In her position at Statebridge, Mrs. Hardy is responsible for managing Foreclosure, Bankruptcy and Attorney Performance.  Mrs. Hardy brings nearly a decade of Mortgage Servicing experience with specific focus in Default Operations. Mrs. Hardy’s background includes demonstrated skills in Default Administration, Late Stage Loss Mitigation, Foreclosure, Bankruptcy Litigation, Risk Management, Vendor Management, Internal/External Audit and Operations. Mrs. Hardy’s previous tenure includes positions at Bank of America and Specialized Loan Servicing. Mrs. Hardy is Chair of the ALFN Junior Professionals & Executi ... (view full description)

Deepta Hiremath

Allied Note Investors LLC

John Hutchison

Chief Operating Officer
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 loan prod ... (view full description)

Paul Johannsson

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

Mr. Johannsson has over 14 years of progressive industry and management experience with concentrations in the GSE, legal, and mortgage servicing/investment fields. Paul has previously held leadership roles with Freddie Mac, McCarthy and Holthus, PHH Mortgage, MCM Capital Partners, and BSI Financial Services. He is Lean Six Sigma certified and is an appointee to the Mortgage Bankers Association Loan Administration Committee. Paul and his teams throughout his career have managed hundreds of thousands of defaulted mortgages’ legal processes through oversight of 250+ nationwide law firms and over 300 servicers’ default administration practices. Johannsson's company, O.L.A.F. Consulting, is curre ... (view full description)

Derek Katz

Managing Director
MountainView Capital Group

Working out of MountainView’s New York office, Derek Katz is primarily responsible for sourcing residential whole loan portfolios and identifying trading opportunities for the MountainView Mortgage Opportunities Funds. Mr. Katz also works with clients on the valuation, sale and purchase of residential mortgage servicing rights portfolios. In this role, Derek acts as an intermediary between buyers and sellers and provides insight on the secondary residential mortgage market.   Before joining MountainView in 2008, Derek earned a Bachelor’s degree from Princeton University. Derek was also a director in the Asset Securitization and Finance Group at Natixis Capital Markets and was res ... (view full description)

Christianna Kersey

Compliance/Default Attorney
Cohn, Goldberg & Deutsch, LLC

Christianna is an associate attorney with Cohn, Goldberg & Deutsch, LLC, primarily working with the firm’s foreclosure, eviction  and compliance departments. Cohn, Goldberg & Deutsch, LLC is based in the Baltimore-Washington, D.C. area, and provides legal services in all aspects of foreclosure work. The firm’s practice groups include the award-winning foreclosure, bankruptcy, and evictions group; the collections group, which enhances the firm’s foreclosure services, since the firm can efficiently collect on deficiencies awarded through the foreclosure process; and the REO/real estate settlements group, which also enhances the firm’s foreclosure services, since the firm can efficientl ... (view full description)

Oleg Langbort

Managing Partner
Oval Capital

Oleg has been the driving force behind Oval Capital for the last nine years and has successfully pivoted the business towards the most attractive opportunities in real estate debt and equity across 24 Special Purpose Vehicles and currently counts more than 40 High Net Worth Individuals as loyal Limited Partners. Prior to founding Oval Capital in 2010, Oleg managed a multi-billion dollar portfolio of alternative investments for one of the largest banks in the world, Banco Santander, as well as for a $2 billion hedge fund advisory boutique. In his capacity as portfolio manager, Oleg was responsible for selecting investments in hedge funds, private equity, and real ... (view full description)

Gerald Lemoine

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.

Jack McCabe

McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting ( ) 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)

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.

Pamela Murphy

Chief Operating Officer

With over 20 years of management experience in default law firms and real estate title, along with related experience in mortgage origination, servicing, and real estate sales, Pam possesses well-rounded knowledge of several facets in the real estate industry.  With a wealth of trade expertise, over the years Pam has authored various publications and has provided training for professionals and their organizations related to Retail and REO Real Estate Title, Closings, and Default Law Firm Management.  Prior to her current role, Pam served as Chief Operating Officer of a large default law firm in Chicago, and Vice President of a retail and REO related title company in Florida.  ... (view full description)

Robert Napolitano

CEO & Founder
Napolitano Family Venture Capital

Since 2001 Robert Napolitano has been an innovative expert in the Mortgage Lending Industry by being involved in originating, underwriting, and working out over $100M in mortgage debt. Since 2006, Mr. Napolitano has been more proactively participating in mitigating and resolving the ongoing financial crisis by sharing his expertise and intimate knowledge about the nuances and technical intricacies of the real estate mortgage financing industry with industry professionals nationwide.  His breadth of experience and knowledge has allowed him to develop a Litigation Support and Advisory Firm along with Continuing Legal Education (CLE) content accredited by multiple state bar a ... (view full description)

Jorge Newbery

Activist Legal LLP

Jorge P. Newbery is Founder and Partner with Activist Legal LLP, a creditors rights firm which co-counsels in 29 states to provide effective and cost-conscious legal services in foreclosure, bankruptcy, eviction, and other default related matters. Newbery is also Founder and Chairman of American Homeowner Preservation and AHP Servicing. He conceived Activist Legal from a note investor's perspective to prioritize resolutions, accelerate timeframes, and cut costs.  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 ... (view full description)

Tai Nong

Vice President
Oval Capital

Tai Nong has over ten years of experience managing portfolios of distressed debt. He joins Oval Capital Management as vice president after 4 years in his most recent role as the Director of Portfolio Management with Neighborhood Stabilization Capital Management. In his prior role he was responsible for raising capital, deal sourcing, due diligence, and executing on portfolio strategies. He was successful in maximizing investor returns through flawless execution and innovative “outside of the box” strategies. Prior to Neighborhood Stabilization Capital Management, Mr. Nong held various management positions at Caliber Home Loans, US Bank, and C ... (view full description)

DeAnn O'Donovan

CEO-Asset Management Division
University Bank (Midwest Loan Solutions)

DeAnn O’Donovan is the CEO, Asset Management at University Bank. In this role, DeAnn oversees a private placement offering that invests in mortgages and MSRs. DeAnn also serves as a Director of Midwest Loan Solutions.  University Bank is a community bank headquartered in Ann Arbor, Michigan. Previously, DeAnn was the President & CEO of AHP Servicing. DeAnn has also served as the EVP & CAO of Wintrust Mortgage and has held a number of senior leadership roles with banks, REITS, and mortgage companies. DeAnn has led several work out teams to reposition large commercial and residential loan and real estate portfolios.

Marilyn O'Shea

VP Chief Resolution Officer
AHP Servicing

Marilyn O’Shea is the Vice President and Chief Resolutions Officer for AHP Servicing.  Marilyn oversees AHP Servicing’s resolutions team, including loss mitigation, litigation, and real estate owned sales activity. Marilyn has over 30 years of mortgage industry experience, including loss mitigation, quality control, underwriting, originations and operations. NMLS ID 1773732.

Tony Peterson

Senior Vice President
Inglet Blair

Mr. Peterson joined Inglet Blair in March 2019 as Senior Vice President. His primary focus is on development and delivery of due diligence and related services for clients who are buying, selling and securitizing loans in the NPL/RPL space.  Prior to joining Inglet Blair, Mr. Peterson served in a similar role at Clayton for 3 years, and in various roles for Morgan Stanley over a span of 13 years.  Much of his focus was on NPL/RPL due diligence and transaction management, and he served for several years as Vice President managing due diligence for all bulk transactions.  

Erin Quinn

Managing Partner - Florida & Georgia
Quinn Legal, P.A.

Licensed to practice in Florida, Georgia, and the District of Columbia, Erin Quinn is admitted to practice in the United States District Courts of the Northern, Middle, and Southern Districts of Florida and Georgia, including the respective Bankruptcy Courts.  She has handled cases in both State and Federal Court. Prior to founding the Firm, Ms. Quinn’s practice was devoted to Creditor’s Rights, including representation in foreclosure actions, bankruptcy actions, and related litigation.  She has resolved or litigated hundreds of contested foreclosures, and prosecuted hundreds of foreclosure trials.  Erin has also defended mortgage servicers and investors from claims brought by co ... (view full description)

Gregory Sanda

Schiller, Knapp, Lefkowitz & Hertzel LLP

Greg is a Partner with Schiller, Knapp, Lefkowitz & Hertzel, LLP, a full service creditors’ rights and default servicing law firm covering NY, NJ, and VT, and is jointly responsible for the firm’s complex foreclosure litigation and eviction departments. His practice also focuses on commercial mortgage foreclosures, appellate work, and commercial litigation. Greg has instructed on all topics related to foreclosure since 2014, and has presented at various industry events on developments in foreclosure law, post-foreclosure issues, including eviction, the FDCPA, and other debt collection law and regulation. Greg is a graduate of the University of Massachusetts (B.B.A. 1999), the George Wash ... (view full description)

Scott Schmitz

Vice President
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 the secondary market. 

Luke Scolastico

Managing Director
Apollo Global Management

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 trading.  Luke graduated fr ... (view full description)

Stan Scott

RS Capital Solutions, LLC

Investing in distressed assets since 2009.
Manager of a private equity fund that purchases NPLs.  Primary focus is on first position notes expected to go to REO but also purchase notes expecting to re-perform.

Rick Sharga

Executive Vice President
Carrington Mortgage Holdings

Rick is an Executive Vice President for Carrington Mortgage Holdings, which owns and operates multiple businesses in asset management, mortgage origination and servicing, and real estate transactions and logistics. In this role, Rick is the company’s primary spokesman, and involved in Industry and Government Relations. Prior to joining Carrington, Rick spent five years at Ten-X, first as Executive Vice President of the company’s business unit, and then as the company’s Chief Marketing Officer. Rick also spent eight years at RealtyTrac, where as senior vice president he was responsible for marketing, business development and data operations, and won the Stevie® Award for Nat ... (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 12 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 manages a portfolio of 1st lien mortgage notes, rental properties and REO’s across 18 states. Wayne’s extensive project management, team leadership and budget/financial governance experience uniquely qualify him to manage large pools of notes to produce the most optimal profit outcomes for the company and its investors. For more information, connect with Wayne on LinkedIn, or visit

Michael Soliz Jr

1 Oak Advisory

Michael is a 20-year finance veteran and a devoted residential second lien debt buyer. Currently, his responsibilities are the overall execution of its fund strategy, with a particular emphasis on financing, loss mitigations, and whole loan trading. His vast experience and relationships have provided a rather unique opportunity for 1 Oak Advisory and it's partners.


David Solomon

Managing Director
RAMS Mortgage Capital

January Taylor

McMichael Taylor Gray, LLC

January Taylor is a managing partner and co-founder of McMichael Taylor Gray, LLC.  She has over 15 years of real estate and creditors rights experience and has spent her career providing foreclosure, bankruptcy, REO, litigation, compliance, strategic planning and litigation services to banks, credit unions investors and servicers.  She has written numerous articles and has been asked to speak at continuing legal education seminars, national conference and seminar panels, and webinars.  Ms. Taylor also serves on the Board of Directors for Pink Peaches, Inc. a non-profit charity focused on supporting breast cancer patients, encouraging early detection, and providing research funding. She rece ... (view full description)

Jay Tenenbaum

President-Capital Development
Scottsdale REI

Jay Tenenbaum, founder and President, Capital Development of Scottsdale Rei, LLC, a private equity real estate investment firm, specializing in acquiring assets nationwide. He is a certified keynote speaker and speaks nationally on note investing and related real estate topics. In his career, Jay has acquired over 450 distressed mortgage notes and properties in over 35 states. Jay attributes his success and expertise to his ability to effectively integrate his 20 years of experience as a former debt collection professional. Jay’s legal know-how and achievement in resolution in turning non-performing assets into positive cash flow give him an unmatched perspective in the field, as ... (view full description)

Andrea Tromberg

Tromberg Law Group , P.A.

Mrs. Tromberg graduated from the University of Florida in 1993 in the top 10% of her class, and then earned her law degree from Nova Southeastern University in 1996.  During law school she held a position as Editor of the prestigious Law Review, and served as a member of the Moot Court Society.  Following law school, Mrs. Tromberg practiced for four years with the Public Defender’s Office handling a high volume of cases, including; misdemeanors, juvenile cases, felonies and life felonies, as well as sitting second chair on a highly publicized murder trial.  She was awarded Attorney of the Year for her ability to competently handle a large number of cases through trial.  Thereafter, Andrea Tr ... (view full description)

Nathan Turner

Earnest Inc

Nathan Turner is known across the US as the “the Canadian Note Guy”. Having run several businesses, including fix and flip real estate, he discovered mortgage notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc, and manager of the US based Earnest Investing LP note fund where he actively manages assets for accredited passive investors with a focus on purchasing performing and non performing 1st lien mortgages in the US with the intention of reworking the non performers to keep or resell as performing loans, or REO properties. He is also the owner and host of ... (view full description)

Deanna Lee Westfall

Managing Attorney Colorado
Weinstein & Riley, P.S.

Deanna Lee Westfall is the managing attorney for the Colorado office of Weinstein & Riley, P.S., a Seattle-based creditors’ rights firm.  Ms. Westfall earned her undergraduate degree at Washington University in St. Louis in 1990 and her law degree from the University of Colorado in 1993.  Ms. Westfall is a past Chair of the Business Law Section of the Colorado Bar Association and former co-chair of the Bankruptcy Subsection.  She is admitted to practice in Colorado, Kansas, Minnesota, Oregon and Wyoming.  Ms. Westfall is the co-author of West’s Creditors’ Remedies-Debtors’ Relief, co-author of 4 chapters of Krendl’s Colorado Methods of Practice, and co-author of Chapter 7 ( ... (view full description)

Chris Winkler

NPL Fund Manager
Silverwood Capital Fund I LLC

Christopher Winkler is the President and COO of Silverwood Capital Fund I LLC, a NPL hedge fund, and President of Silverwood Capital LLC, a Texas based real estate investment firm specializing in buying heavily discounted residential and light commercial distressed notes and toxic assets since 2013. He has six year’s experience as a note investor, and over thirty years experience in raising venture capital, sales, marketing, negotiation, investor acquisition and retention, debt mediation, and collection practices.  I am looking to connect with sellers of NPN loans at all levels, small and large pools. While we prefer Junior and HELOC loans, we will purchase Senior liens. We have ... (view full description)

Marissa Yaker

Managing Attorney- Foreclosure
Padgett Law Group

Marissa M. Yaker, Esq. is the Managing Attorney of Foreclosure for Padgett Law Group (PLG). PLG is a full-service creditors' rights law firm with GSE compliant practices in Florida, Georgia, Tennessee, Texas, Ohio and Arkansas. The firm's practice offers exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders.  Marissa's practice is primarily focused on creditor’s rights and foreclosure, an area of law in which she has actively practiced for five years. Marissa sits on the Florida Bar’s Grievance Committee of the Fifteenth Judicial Circuit and recently se ... (view full description)

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)
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Contact Information
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)


Event Contacts for The 3rd Annual NPL Notes & Default Servicing 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 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


    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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