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Louis Amaya

CEO
NS Capital Management

    Mr. Amaya co-founded and is the CEO of Neighborhood Stabilization Capital Management (NS Capital Management), www.nscm.us .  NS Capital Management is  fund manager specializing in the acquisition and management of residential mortgage debt and real estate related assets.   Prior to co-founding NS 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. Amay ... (view full description)

John Barrett

Managing Director
The Palisades Group, LLC

John Barrett, The Palisades Group, Managing Director, Co-Portfolio Manager
  • At Palisades, responsible for executing investment and risk management mandates
  • Prior to Palisades, VP of Sales and Trading for Arch Bay Capital
  • Worked at The Winter Group and Credit Suisse First Boston
  • Middlebury College (BA)

Chase Berger

Attorney
Berger Firm P.A.

Chase Berger concentrates his practice in bankruptcy and commercial litigation. Prior to joining the firm, Mr. Berger was an associate at Genovese, Joblove & Battista, P.A. where he focused his practice on bankruptcy and commercial litigation. Before that, Mr. Berger was a judicial clerk at the U.S. Department of Justice in the Office of the United States Attorney (SDFL), where he worked in the White Collar and Economic Fraud unit under supervision of Assistant U.S. Attorneys Jeffrey Kay and Laurence Bardfeld. Mr. Berger is an active member of the Bankruptcy Bar Association for the Southern District of Florida and the American Bar Association. He is a member of th ... (view full description)

Paul Birkett

Managing Member
Automation Holdings LLC

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

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

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Experience: Mr. Braha has been the managing member of Berkley Acquisitions LLC, a commercial real estate acquisitions company, since April 2008. Mr. Braha has explored various commercial trade opportunities in more than 50 countries. Mr. Braha has over 20 years of experience in the real estate industry, including raising capital as a developer and lead syndicator of commercial real estate as a principal, developer and property manager. In addition, he has arranged lease transactions, acquired multiple types of commercial, residential and industrial properties, and consulted and co-invested in various types of real estate. Mr. Braha has acquired, owned, managed, and operat ... (view full description)

Bill Bymel

Managing Director
Spurs Capital - NPN Capital Management

Bill Bymel has a reputation for identifying investments with strong return and advising clientele on proper acquisition and disposition of real estate related assets in Florida.  Since 2002, Mr. Bymel has managed and brokered real estate portfolios and provided mortgage service consultation for major financial institutions such as Wells Fargo Bank and JP Morgan Chase as well as private fund managers such as Wexford Capital, Spurs Capital, and Tiptree Financial.  He has pursued this while a partner at Retail Sites International, a 35-year old boutique commercial real estate brokerage that specializes in site selection on behalf of nationally know and publically traded restaurant or retail com ... (view full description)

Catherine Castle

Sr Consulant, Advisory Services
CoreLogic

Catherine Castle is currently a senior consultant within the Advisory Service group at CoreLogic providing data and analytics to whole loan trading participants.  Prior to joining CoreLogic in 2015, she gained a breadth of experience in defaulted second lien servicing and whole loan trading in 15 years of senior management positions.
 

John Comeau

Financial Analyst-Asset Sales Office
U.S. Dept. of Housing & Urban Development

John Comeau is a Financial Analyst and Economist in FHA’s Asset Sale Office.  The office has sold over $5 billion in single-family forward, HECM (reverse), Multifamily, and Healthcare NPLs during John’s tenure.  John is a team lead.  Areas of expertise include Project Management, Economic Analysis, and Sale Execution. Prior to Asset Sales, John was a Senior Economist in the Housing Finance Analysis Division in HUD’s Office of Policy Development & Research (PD&R).  In PD&R, John served as a housing and mortgage market subject matter expert and conducted research on leverage and default risk, single family rentals, multifamily housing finance, GSE loan limits, and the Federal Housi ... (view full description)

Christopher Crippen

Co Founder
Azul Real Estate Development

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

Eric Delgado

Director
MCM Capital

No biography specified

Yonel Devico

Principal
Crosby Capital

Head of Crosby Capital USA. Private equity fund investing in non performing mortgages. Investment size: 200k to 15m+. Location: Across the country. Asset: Non Performing Notes Type: Commercial and Residential Feel free to let me know if you have any deals.

Dean Engle

Manager
Park Tree Investments, LLC

No biography specified

Joseph Erwin

SVP & Team Leader
Regions Bank

Joe joined Regions Bank in 2003 and presently serves as the South Florida, Georgia, and South Carolina Team Leader for Commercial Problem Asset Management.  In this role Joe manages two teams of commercial workout specialists handling commercial credits.  Joe assumed this role in 2010 after managing commercial real estate workouts in the South Florida market.  Prior to Joe’s position in Commercial Problem Asset Management he was a senior commercial real estate lender in Region’s Commercial Real Estate Department.  Joe was also part of the team that started the South Florida Commercial Real Estate Loan Production Office for Regions Bank i ... (view full description)

Fred Foote

VP
First National Bank of America

No biography specified

Jeff Freud

Managing Director
United Asset Management, LLC

No biography specified

Alex Goldovsky

Founder & CEO
ProTitleUSA

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

 

David Gordon

Managing Director
ARC

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

Chaz Guinn

Managing Director
Revolve Capital Group

Chaz Guinn is the President and Managing Director of Revolve Capital Group “Revolve”. Chaz, specializes in 1st lien NPL/RPL whole loan trading, and has built a track record of structuring, negotiating, and executing some of the hardest trades possible in the lower-valued market segment.Over the past decade, Chaz established whole loan trading desks for two large private equity firms in the U.S. that managed well over a billion dollars in delinquent loans. Chaz has been focused on building lasting relationships with Wall Street, Investment Banks, GSE’s, large real estate funds, qualified national vendors and servicers to allow Revolve Capital Group to become a household name ... (view full description)

Douglas Hannah

Managing Director
Silverleaf Advisors LLC

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

Mike Hayward

VP, Auction Operations
Xome

As the Vice President of Auction Operations at Xome, Mike Hayward serves as Xome’s licensed nationwide auctioneer and manages the company’s auctioneers, customer service and VIP Buyer Program.  Mike has spent his career working within many different facets of the mortgage industry, including default management, loss mitigation, originations and REO.  He began his work shortly after earning a Bachelor's Degree from the University of Oklahoma.  Prior to joining Xome in 2014, Mike worked in default management at GMAC ResCap. 

Will Henning

Manager of Private Mortgage Acquisitions
First National Bank of America

Will Henning manages the note acquisitions team at First National Acceptance Company. First National (www.fnacbrokers.com) has been a leader in the note buying industry for over 35 years. Will oversees a group of note buyers, in both Texas and Michigan, who purchase private contracts in all 50 states.  Last year alone his team purchased over 1,110 contracts with balances exceeding $71,000,000.
Before joining the acquisitions team, Will had an extensive history with the company’s REO department. He currently lives in East Lansing, Michigan with his wife Hannah and their four children: Liam, Moira, Ruth, and Ilsa.   
 

Deepta Hiremath

CEO
Allied Note Investors LLC

No biography specified

Harris Howard

Attorney
Howard Law Group

Harris Howard is the founder and managing attorney of Howard Law Group. Howard Law Group handles mortgage foreclosure litigation Cases, bankruptcy matters, evictions and real estate transactions throughout the state of Florida and New York. Our boutique nature coupled with aggressive and experienced lawyers allow us to solve complex legal issues quickly and efficiently. I look forward to meeting with you at the conference.  --------- Harris S. Howard, MBA, Esq. HOWARD LAW GROUP Regions Bank Building 450 N. Park Road, #800 Hollywood, FL 33021 Office Phone: (954) 893-7874 Cell Phone: (954) 610-2975 Fax: (888) 235-0017 Email: Harris@HowardLaw.com

Farah Issa

President
Prosperity Investment Fund, LLC

No biography specified

Jeff Jonas

President
Red Bell Real Estate

No biography specified

Jeremy Joyce

Chief Information Officer
Tourmalet Advisors

  • Chief Investment Officer, Tourmalet Advisors
  • Member of Board of Directors of Kondaur Capital Corporation, Member of Management Committee of MCM Capital Partners, LLC
  • Assistant Portfolio Manager focusing on small cap bank stocks, Pequot Capital
  • Vice President, Pequot Ventures
  • Senior Associate, PricewaterhouseCoopers
  • BBA in Accounting, University of Notre Dame; MBA in Finance, Columbia University

Danny Kattan

Director
PIA Group USA

Daniel Kattan is a principal with PIA Group USA a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast.  Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Kattan heads PIA’s Capital Markets D ... (view full description)

John Keeton

Partner
Morningside Funding LLC

John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)

Jack Krupey

Managing Director
PRP Advisors


Jack Krupey is responsible for trading, servicer oversight, and portfolio acquisitions for PRP's mortgage loan investments. Prior to joining the PRP team, Jack was a founding partner of Gemini Capital Managers, a fund which acquired, managed and disposed of non-performing residential whole loans. Jack has deep experience in all aspects of residential RE, having purchased, sold, leased, financed, managed, and rehabilitated properties full-time since 2002. Since 2008, he has focused exclusively on working out distressed residential debt with the extensive tool box of a seasoned RE investor.
 

Aaron Kuney

CEO
Piedmont Asset Management

Mr. Kuney is a real estate investment and operations executive with more than a decade of experience in investment management, capital markets, asset management, portfolio management, brokerage, construction management, and property management across the single-family and multi-family asset classes. In 2010, Mr. Kuney began working with the founders of Sylvan Road Capital and HavenBrook Homes to develop an institutional single family rental (SFR) platform. As Executive Director of Acquisitions at HavenBrook, he oversaw the acquisition of over 4,500 assets across five states totaling approximately $600 million. Most recently, Mr. Kuney founded Piedmont Asset Management, a real ... (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.

Bobby Link

Managing Attorney
David A.Gallo,& Associates LLP

Robert M. Link is the managing attorney for David A. Gallo & Associates, a default-services and civil litigation firm based in New York.  Mr. Link is admitted to practice in New York and New Jersey state and federal courts.  Mr. Link primarily handles contested foreclosure matters, title litigation, loss mitigation, commercial and residential landlord tenant, and bankruptcy adversary proceedings. He is also working closely with mortgage servicers to respond to New York legislation which authorizes an expedited judgment of foreclosure for properties deemed to be vacant and abandoned.

Dan Magder

Managing Director
Carrington

Dan is a Managing Director at Carrington, an institutional buyer of NPLs from HUD, the GSEs, and private financial institutions.  Dan was formerly the founder of Center Creek Capital Group, a single family rental fund, and before that he was Director of Investments for Lone Star Funds, a $30B private equity fund specializing in distressed debt. Dan has worked as an investment banker and a Director of Corporate Development at Capital One, where his deals included the $14B acquisition of North Fork Bank. He has spoken about SFR investing at the White House National Economic Council, Harvard Business School, George Washington University School of Business, and numerous industry conferences. ... (view full description)

Laurie Maggiano

Servicing & Secondary Markets Program Manager
Consumer Financial Protection Bureau

Laurie Maggiano is Program Manager for Servicing and Secondary Markets at the Consumer Financial Protection Bureau, in which capacity she helps to shape and implement Federal housing regulations that make mortgage markets safe and accessible for consumers. Prior Federal service includes four years as Director of Homeownership Policy at the U.S. Department of the Treasury where she was one of the architects of the Making Home Affordable Program, and nine years as manager of mortgage servicing at the U.S. Department of Housing and Urban Development.  Before beginning her government career, Ms. Maggiano spent 20 years in the private sector as Director of REO at Freddie Mac and ... (view full description)

Lloyd McAdams

CEO
Anworth Mortgage

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

Jack McCabe

CEO
McCabe Research and Consulting

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

Stacy Mestayer

COO
Oversite Data Services

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

Seth Miller

President
RCS Recovery Services, LLC

Seth A. Miller is President and Chief Operating Officer of RCS Recovery Services, LLC. Through Seth’s leadership, the company has purchased more than $4 billion of non-performing notes. Specializing in the recovery of post-foreclosure deficiency balances on both senior and junior position mortgages, RCS Recovery Services’ innovative liquidation strategies create value in assets discarded by many market participants. Prior to founding RCS Recovery Services, Seth served in management roles with Altisource Portfolio Solutions, Ocwen Financial Corp, ABN AMRO Mortgage Group and LaSalle Bank, N.A.

Marcos Morales

Executive Director
Hogar Hispano, Inc.,

Marcos Morales has worked in the real estate industry for the past 25 years in both the for- and non-profit space. Currently Mr. Morales, as Executive Director of Hogar Hisapno, Inc., manages a portfolio that contains a 60k sq. ft. commercial office building in Washington D.C., 327 NPL's and PL's and 317 REO's. Hogar Hispano, Inc., as owner operator of the aforementioned portfolio, was created in 2004 and operates a unique organization which does not rely on federal or state grant funding to operate. In fact it operates primarily from net gains generated from its operations. HHI does accept donated properties and cash from private and corproate individuals. Please vis ... (view full description)

Mahmood Motani

Fund Manager
Highclere Group, LP

As an entrepreneur for over thirty years, Mahmood has engaged in several aspects of real estate investing, such as rehabbing properties, owning a rental portfolio, and conducting short sales. In 2011, Mahmood founded Sena Capital, LLC to trade in residential mortgage notes. After successfully managing several note-investing syndications under that company, Mahmood was able to scale up the business to become Managing General Partner of Highclere Group, LP, his first note investing fund. Mahmood is aiming to launch a second fund in September, 2017. Highclere Group, LP is a private equity fund trading nationwide in mortgage notes of all categories—residential and commercial, perform ... (view full description)

Carlos Munoz

President
Swiss Capital

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

Ned Myers

Senior Vice President
AlphaPoint

Ned brings over 25 years of proven FinTech experience rapidly growing software, data, and information businesses in structured finance, mortgage and capital markets while managing marketing, sales, product, operations, and strategy functions. In this role as AlphaPoint’s Head of Product, Ned is charged with leading the product management and marketing of the company. Prior to joining AlphaPoint, Ned led the capital markets and government businesses for Black Knight Inc.’s Data & Analytics division, a leader in mortgage information. Ned also spent over two decades with Lewtan, a securitization data & software company, holding positions that included head of Sales and Marketing, Genera ... (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)

Michael Opsahl

Principal, Industry Outreach
FHFA

Mike focuses on issues and developments across the single-family residential housing and mortgage markets, some specific to Enterprise regulation and conservatorship, and others more general to changing industry dynamics and trends.  Mike’s primary responsibilities include oversight of NPL and RPL sales, servicer and counterparty issues, and credit availability.   Mike’s career has included responsibility for credit policy and portfolio management, originations, underwriting and servicing, whole loan trading and asset management, and marketing and business development.    Prior to joining FHFA in 2012, Mike acquired and managed distressed loans for a $50M hedge fund. ... (view full description)

Lawrence Pardes

Director Credit Valuation
Fannie Mae

Larry Pardes is a CFA®charter holder and the Director of Credit Valuation at Fannie Mae. In this role he is responsible for managing a team of financial analysts in the regular monthly fair market valuation, analysis, reporting, and disclosure of the firms assets including: Single and Multi Family Mortgages, Non Performing Loans, Re-performing Loans, and REO.

Gregory Paulus

Principal
Stage Five Strategies, LLC

Greg Paulus has spent the last 30 years on almost every side of the table regarding real estate. With 15 years of banking experience and 16 years of development, construction, investment and management experience, Greg has been the lender, borrower, investor, developer, workout consultant, receiver, note seller and distressed borrower over the course of his career. His experience ranges from small apartment properties to large subdivision development – for both lending and ownership/developemnt. Greg just concluded a six year turnaround where he lead a 26 person department working on the resolution, under a loss share agreement, of over 3,000 notes acquired from the FDIC when S ... (view full description)

Robert Perret

Director
Boston Portfolio Advisors, Inc.

No biography specified

Tony Peterson

Director
Clayton Holdings LLC

Mr. Peterson joined Clayton in April 2016, and is a Director of Operations.  In this role he is responsible for 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 Clayton, Mr. Peterson served 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.  

Cortland Plichta

CEO
Homes Direct, Inc.

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

David Pollio

VP
SN Servicing Corporation

David Pollio, Managing Director , Acquisitions:  Mr. Pollio joined SN Servicing Corporation in February 1997, as the Senior Vice President/ Managing Director of Acquisitions.  Mr. Pollio Manages and Operates the SN Servicing Trading Desk. He has more than 26 years of experience in the Analyzing, Negotiating and Acquiring of Performing, Sub-performing, and Non-Performing residential and Commercial assets. Previously he was a key member of the Asset Management Group at RECOLL Management , which was set-up to liquidate the 8 billion “Bad Bank” Portfolio from the failed Bank of  New England in the late 80’s and early 90’s. He holds a Master of Business Management and a Bachelor of Arts Degree in ... (view full description)

Andy Pollock

Senior Relationship Manager
Radian / Clayton

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

Matthew Preuss

COO
JMA Outreach Solutions

Matt has been COO of  JMA Outreach Solutions for the last 7 years.  He oversees company performance to ensure compliance is met with all constituents.  Matt works with Senior Management on all planning, forecasts, compliance, and financial strategies. He also works with the risk management team to address all legislative changes and licensing requirements that impact the industry and the company.  Working with clients to develop strategies and solutions to meet their goals is his top priority.   JMA is the industry leader in face to face borrower outreach.  Headquartered in Sterling Heights, Michigan - JMA is a national provider in the outreach space - using in person communicati ... (view full description)

Dmitri Rabin

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

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

Matt Reilly

Head of Acquisitions
Stonecrest Financial

No biography specified

Kenneth Charles Rietz

1st VP, Special Assets
Valley National Bank

No biography specified

David Rosenthal

President
Dr Real Estate LLC

Buyers of 1st position residential notes.

Gene Ross

EVP Strategy & Business Development
LoanCare, A ServiceLink Company

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

Shane Ross

EVP, Client Relations
Selene Finance LP

No biography specified

Barry Rothman

Housing Counseling Program Manager
Consolidated Credit Solutions, Inc

Barry Rothman currently serves as Housing Counseling Program Manager for Consolidated Credit Solutions, Inc.  He possesses extensive experience in the realms of housing counseling, real estate and corporate finance.  Over the years he has also served as an officer and director of several publicly-held corporations.
 

Michael Saccento

Senior Director
CoreLogic

Michael Saccento joined Figure as Director of Product and Strategic Finance in 2018. He is responsible for overseeing the launch of the company’s innovative sell-and-leaseback solution, the Figure Home AdvantageTM.   This alternative home equity solution allows current residents to convert their equity into cash now while continuing to live in their home, leaving the costs and burden of homeownership to us.Figure uses advanced technologies to create innovative products for improving the lives of consumers. Harnessing the power of blockchain, Figure reduces costs and increase access to financial products and has built an ecosystem of leading financial firm ... (view full description)

Josh Sarchet

President
Northsight Management LLC

Josh Sarchet is the founder and sole owner of Northsight Management. As President, he is responsible for leading corporate strategy, operations and technical direction across the company in areas of networking, architectures, software, and information security. He works with a diverse set of Northsight business areas to drive innovation and strategic positioning, and supports business development activities, with support in product concept development and customer relations. Founded in 2009 as a single-state field service provider, Northsight quickly grew from a regional firm, into a highly successful and respected nation-wide provider. In addition to Josh’s strong work ethic and ... (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. 

Leslie Sharpe

In House Counsel
Rialto Capital Advisors

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

Marshall Sklar

Co-Founder
Florida’s Best Realty Services, LLC

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

Doug Smith

Portfolio Manager & COO
Castle Rock Capital Management

Doug Smith spent 25 years in Private and Commercial banking and serves as the Chief Operating Officer for Castle Rock Capital Management, a Tampa-based investment management company that not only has their own smaller funds, but they consult with other groups that might not have the experience or resources to properly manage a portfolio themselves. They primarily specialize in 2) Residential and Commercial Real Estate in West Central Florida, 2) Non-Performing Loans in the Midwest and Southeastern US, and 3) Commercial Bridge Lending on a National Basis. They also have a very successful real estate sales and acquisition practice focusing on Florida’s Central West Coast. Smith sta ... (view full description)

Michael Soliz Jr

President
1 Oak Advisory

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







 

Gene Spencer

CEO
Homeownership Preservation Foundation

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

Jay Tenenbaum

Director of Capital Investments
Prosperity Investment Fund, LLC

Jay Tenenbaum, is the Director of Capital Investments for Prosperity Investment Fund, a real estate investment firm, located in Newport Beach, California.    He is a former attorney, with over twenty years of debt collection experience.  The combination of his debt collection and real estate experience gives him a unique perspective in the mortgage note arena and he is often sought out for his expertise.  He enjoys speaking on note related topics at local meetups, real estate investment clubs as well as national forums. Jay also runs a Notes and Boats Meetup Group, a monthly meetup group providing note related education and a forum to specific note related topics.   Jay lives in ... (view full description)

Nathan Turner

President
Earnest Inc

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

Paul Turovsky

COO
Four Square Realty Investments/TRAC Global

After graduating from Ave Maria School of Law in 2013, Mr. Turovsky gained significant practical experience in all aspects of residential and commercial real estate transactions. He then founded several real estate firms, including a real estate investment conduit and a firm that purchased and sold distressed residential properties. Mr. Turovsky has broad experience in real estate transactions, including real estate brokerage, mortgage underwriting, title services, purchases and sales, assembling investment syndicates and structured real estate finance. Mr. Turovsky earned his undergraduate degree from Baruch College.

Roy Wittig

Senior Director
Black Knight Financial Services

Roy Wittig is Senior Director of Product Management for Black Knight Data & Analytics where he leads Public Records data, MLS data, HOA Solutions and Property Reports product suites.  Many of the data assets and reporting capabilities Roy manages are instrumental to the due diligence process from automated Lien Identification reports to HOA data and title quality Ownership & Encumbrance reports. Prior to joining Black Knight, Roy spearheaded various market and business development initiatives for Fidelity National Financial’s Property Insight division helping the company expand into new markets and launch innovative, automated real estate data products and services.  He h ... (view full description)

Matt Wong

Chief Executive Officer
Liquidaty

Matt is the founder of Liquidaty, a software startup that automates complex data tasks such as processing heterogeneous loan data.  Prior to founding Liquidaty, Matt was an investment banker at JPMorgan, where he led over $70 billion of securities origination, advised clients on bank M&A transactions and portfolio valuations, was heavily involved in private label mortgage resolution, and led the first post-crisis new-origination RMBS, architecting a new representation & warranties framework that is still in use by many issuers today. Matt holds a B.S. in Computer Science from Yale College, an MBA from Columbia Business School and a JD from Columbia Law School. ... (view full description)

Cyrus Zadeh

Principal
Camden Homes

Cyrus Zadeh is a real estate developer and partner in Camden Homes. Camden Homes is a single family production buiilder that focuses on workforce housing.    Camden offers unique move opportunites for consumers including rental and in house financing in conjunction with traditional 3rd party mortgage financing. 

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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INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
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Phone: +1 (212) 901-0506
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Event Contacts for Mortgage Notes & NPL/RPL Forum (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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