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Kenneth Adler

EVP-Head Of Capital Markets
Caliber Home Loans

Ken is currently EVP and Head of Capital Markets for Caliber Home Loans, Inc. with responsibilities for MSR, Secondary trading and  origination margin management. The company is an approved Seller/Servicer for both Fannie Mae and Freddie Mac, an approved issuer for Ginnie Mae and is an approved servicer for FHA, VA and the USDA From 2014 to 2016 Ken was a Managing Director at Structured Portfolio Management responsible for mortgage finance strategies inclusive of MSR, origination and equity investment in non-bank platforms. From 2009 until 2014 Ken was Managing Director and Co-Head of the Mortgage Servicing and Secondary Group at CitiMortgage where he oversaw MSR management and p ... (view full description)

David Allison

Senior Vice President
Dovenmuehle Mortgage, Inc.

Mr. Allison is Senior Vice President and Manager of Marketing and Business Development.  Mr. Allison has also been responsible for all loan servicing operations at Dovenmuehle.  Mr. Allison was formerly Director of Global Cash Management Operations at Mellon Bank in Pittsburgh, Pennsylvania with responsibility for all domestic banking operations centers with a total staff of approximately 1,500.  Also at Mellon Bank, Mr. Allison held various management positions in the International Banking Department in London, Madrid, Milan and New York with responsibility for credit portfolios in excess of $500 million.  Mr. Allison is a graduate of Trinity University in San Antonio, Texas with a B.S. in ... (view full description)

Randy Appleyard


Director, is a member of the Advisory by BlackRock team within BlackRock Solutions. In this role, Mr. Appleyard manages residential whole loan portfolios, including portfolio liquidations and provision of advisory services to holders of residential whole loans in the U.S. and globally. He serves as the primary expert and advisor to a mortgage subsidiary of a large multinational financial institution in which Advisory by BlackRock provides valuation and loan sale advisory services for a large portfolio of legacy subprime residential whole loans. Mr. Appleyard has also worked with many large U.S. banks, Freddie Mac, the Federal Housing Finance Agency and international clients including the Cen ... (view full description)

Dave Bennett

Managing Director
MountainView Risk Advisors

David Bennett works closely with other leaders and analysts on the Risk Analytics team to support client relationships, enhance analyses, produce additional research, and foster new business opportunities. Mr. Bennett joined MountainView in 2016 from Compass Analytics, where he was Managing Director and responsible for hedging pipeline risks for mortgage originators, building out custom client settings within CompassPoint and developing new products and models for the mortgage servicing rights asset. He previously served as MSR Manager at Fifth Third Bank and was responsible for model maintenance, portfolio management, and valuation. Dave earned a Bachelor of Arts degree in Economics from Pr ... (view full description)

Hakan Beygo

Senior Director
Freddie Mac

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

Matthew Bowen

Vice President and Corporate Counsel
U.S. Bancorp

Matthew Bowen serves as Vice President & Corporate Counsel for U.S. Bancorp, which services a portfolio of roughly $300 billion in residential mortgage loans. He is responsible for providing in-house legal guidance to USB’s mortgage servicing business line, supporting the enterprise’s regulatory change management program, and advising on consumer banking legal, regulatory, and risk issues. Matthew’s other professional interests include fin-tech and commercial real estate development.

Michael Brothers

Managing Director
Fifth Third Bank

No biography specified

Michael Carnes

Managing Director

Michael Carnes – joined MIAC in September 2009 and is the Managing Director of the Capital Markets Group. Michael chairs the residential and commercial Mortgage Servicing Rights Valuation Committee’s and is responsible for all MSR valuation, modeling, and brokerage services at MIAC. He is a seasoned industry expert regarding mortgage banking and mortgage servicing rights with almost 25 years of diverse mortgage banking experience. In addition to MIAC, he has a proven track record of advising companies, including Wells Fargo, Wachovia, Irwin Mortgage, and Bank One Mortgage (now Chase Mortgage) on servicing valuation and overall corporate growth. Michael is experienced in both Static a ... (view full description)

William Chudy

EVP - Mortgage Portfolio
Parkside Lending

No biography specified

John Coleman

SVP, Managing Director- Fixed Income Group
R.J. O'Brien

John has been managing the Fixed Income Group of R.J. O'Brien since its inception 20 years ago. With now over a quarter century of experience in the futures industry, John has been involved in several aspects of the business emphasizing construction of cost-effective interest rate hedge strategies and processes.  John is responsible for the Fixed Income Group's research and developed its propriety Hedgebuilder software. In addition to regularly speaking at risk management conferences, John is cited in Fabozzi's Handbook of Fixed Income Options, published in Institutional Investor and a frequently quoted source in industry journals and publications.

Nitin Dave

Vice President of Securitization and Servicing
Southern Trust Mortgage, LLC

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

Robert DeCandia

Senior Counsel II
PNC Financial Services Group Inc.

No biography specified

John DelPonti

Managing Director

No biography specified

Mansi Desai

Senior Managing Associate

Mansi Desai is a member of Dentons’ Capital Markets practice. Mansi’s practice involves all aspects of loan and securities financing (through securitizations, repurchase facilities and secured credit facilities) supported by residential and commercial real estate, as well as receivables. She represents issuers and underwriters/initial purchasers in public and private securities offerings, with a primary focus on those backed by residential real estate or commercial real estate, including resecuritization transactions and single-family rental transactions.  She also represents sellers and purchasers of mortgage servicing rights (MSRs) in acquisitions and various servicing and subs ... (view full description)

Bob Dowell

Managing Director, Analytics
Incenter Mortgage Advisors

Bob has 27 years’ experience within the mortgage industry, with the last 18 years performing analytics on mortgage servicing portfolios.  Analytics work includes both buyer and seller representation in mortgage servicing rights transactions, third party mark to markets, Co-Issue Pricing grids, MSR transaction management/reconciliation, and advisory work related to MSR accounting functions.  Bob’s work experience prior to valuations included consulting work for Black Knight (f/k/a Alltel, LPS) within new client conversions, training, and special projects, as well as work for the RTC, and various mortgage servicing entities.  Bob has a B.S. degree in business from the University of Colorado. ... (view full description)

Michael Drayne

Senior Vice President-Office of Issuer and Portfolio
Ginnie Mae

As Senior Vice President of the Office of Issuer & Portfolio Management, Michael Drayne is responsible for the management of Ginnie Mae's relationships with the mortgage lenders who issue securities under Ginnie Mae’s mortgage-backed securities program. In this capacity, he oversees the Single Family and Multifamily Program Divisions, as well as the Monitoring & Asset Management Division, the latter of which is responsible for the oversight of the Ginnie Mae servicing assets owned by Issuers or Ginnie Mae. A 25-year veteran of the housing finance industry, Mr. Drayne began his career at Chevy Chase Bank, where he served as Vice President and Director of Secondary Marketing. In ... (view full description)

Eric Edwardson

Mayer Brown LLP

Eric Edwardson is a partner in Mayer Brown’s Washington DC office and a member of the Consumer Financial Services group. He provides a broad range of transactional and business counsel to clients in the mortgage banking, student lending, consumer finance, settlement service and related industries, informed by his knowledge of business and operational practices and the regulatory environment. Eric regularly assists clients with transactions that are unique to the consumer finance market, including sales and securitizations of loans, sales of servicing rights, servicing and subservicing agreements, loan broker and loan correspondent agreements, origination, underwriting and process ... (view full description)

Craig Freel

SVP Portfolio Management
RoundPoint Mortgage Servicing Corporation

Craig Freel, CFA, serves as Senior Vice President of Portfolio Management at RoundPoint Mortgage Servicing Corporation. Mr. Freel oversees RoundPoint’s MSR trading desk and analytics and reporting team. During his tenure at RoundPoint, Mr. Freel has been responsible for all MSR acquisition activity and has led key initiatives to improve RoundPoint’s customer contract strategies, loss mitigation fulfillment, default management and analytics and reporting. Prior to joining RoundPoint, Mr. Freel was a managing consultant at Navigant Consulting where he contributed to various projects pertaining to subprime mortgage servicing, international arbitration, stock option backdating, and internal audi ... (view full description)

William Fricke

Vice President-Senior Credit Officer
Moody's Investors Service

Mr. Fricke came to Moody's Investors Service in June, 2005 as Vice President – Senior Analyst – responsible for running the day-to-day operations of Moody's Servicer Quality Ratings Team. In November 2006, Mr. Fricke was promoted to Vice President – Senior Credit Officer. Prior to joining Moody's Mr. Fricke was at PHH Mortgage, formerly known as Cendant Mortgage, where he was a Director of Investor Accounting and REO Claims. At PHH, Mr. Fricke was responsible for investor accounting, bank reconciliation and REO claims for one of the largest residential mortgage servicers in the US. In addition while at PHH, Mr. Fricke managed the servicing relationships between PHH and third parties includi ... (view full description)

Brian Gardner

Senior Political Analyst
Keefe Bruyette & Woods

No biography specified

Mark Garland

MountainView Servicing Group

Mr. Garland leads the operations of MountainView Servicing Group, MountainView Risk Advisors and MountainView IPS. In this role, he oversees the research and modeling of the variables and scenarios affecting the value of residential mortgage servicing rights, residential whole loans, and fixed income securities. Before joining MountainView in 1997, Mark served as Vice President of Financial Planning and Analysis at Dovenmuehle Mortgage, Vice President of Portfolio Management at PNC Mortgage, Director of Internal Audit at Source One Financial Services, and Senior Auditor at Peat Marwick. He earned the CPA designation and holds a BBA degree in Accounting and an MBA degree in Finance from Wayne ... (view full description)

Chris Gavin

Cadwalader, Wickersham & Taft LLP

Chris Gavin is a Partner in Cadwalader’s Capital Markets Group in New York. He represents issuers, borrowers, sellers, buyers, lenders, official lenders, hedge funds, private equity funds and other investors in U.S. and international structured finance transactions. The footprint and complexity of his financings span the Americas, Europe, Australia and Africa. Additionally, Chris has significant experience securitizing and financing many other forms of assets and projects, including auto loans and leases, marketplace lending assets, commercial mortgage loans, home equity lines of credit, franchise loans, life insurance policy loans, mortgag ... (view full description)

Bernard Gordon


Director, is a member of the Advisory by BlackRock team within BlackRock Solutions. Mr. Gordon leads Advisory by BlackRock’s Mortgage Servicing Rights service offering. BlackRock provides analytical support, advisory services, and hedge advisory & execution to both bank and non-bank holders of MSRs. Mr. Gordon is the lead for hedging advisory and trading, and provides markets advice as well as trade execution to bank and non-bank servicers looking to offset the capital markets exposure of their MSRs. In addition, Mr. Gordon works with the rest of the team to deliver analytics, valuation, modeling advisory, and other services to mortgage servicers. Mr. Gordon was a key member of the portf ... (view full description)

Bill Greenberg

Managing Director
Two Harbors

William Greenberg has served as a Managing Director at Two Harbors since 2012. Bill has primary responsibility for managing the company’s $85 billion portfolio of conventional MSR, as well as co-managing the rates and convexity portion of the investment portfolio.  Prior to joining Two Harbors, Mr. Greenberg was a Managing Director and the Head of Investment Bank Risk Control Strategy at UBS AG, where he was responsible for issues of strategic importance to the investment bank. Previously, he was Head of Mortgage Strategy & Solutions Group, where he was responsible for managing the risk associated with mortgage repurchase liability related to over $100 billion of RMBS and whole loans iss ... (view full description)

Joseph Grimes

VP Customer Account Risk Management
Fannie Mae

Name: Joseph A. Grimes, IIITitle: Vice President – Customer Account Risk ManagementDivision: Single-Family Underwriting, Pricing, and Capital MarketsResponsibilities: Joseph A. Grimes III is Fannie Mae's Vice President – Customer Account Risk Management. He reports to the Senior Vice President and Chief Credit Officer – Single-Family Underwriting, Pricing, and Capital Markets. Grimes is responsible for customer credit risk management for all but the top 15 lenders and for lender approval, eligibility, and compliance in the Single-Family business.  Experience: Previou ... (view full description)

Gene Haldeman

Credit Suisse

Gene A. Haldeman Mortgage Finance Capital Markets Attorney Director at Credit Suisse Securities (USA) LLC One Madison Avenue New York, NY 10010 Phone 212.325.4053 Mobile 917.520.4984 Industries Financial Services Structured Finance Practices Structured Finance Education JD, 1988, Boston University School of Law BA, 1984, Dartmouth College Gene Haldeman's experience is concentrated in residential and commercial mortgage-backed and asset-backed securities and has included issuer and underwriter representation of investment banking firms as well as representation of asset originators, servicers, financial guaranty insurers and others involved in the securitiza ... (view full description)

Jonathan Harris

Transparent Analytics

No biography specified

Scott Hirsch

Director-Corporate Finance
Towne Mortgage Company

No biography specified

Roy Hormuth

Ginnie Mae

Roy Hormuth joined Ginnie Mae in 2012 as Director of the Single-Family Division in the Office of Issuer and Portfolio Management. He has more than 28 years of experience in housing finance and capital markets.   In his role at Ginnie Mae, Mr. Hormuth directs the organization’s $ 1.5 Trillion Single-Family MBS Program, which also includes MBS backed by manufactured housing and reverse mortgage collateral. Mr. Hormuth manages all issuer relationships in the Single-Family MBS program and is responsible for enhancing issuer outreach and training opportunities.  He is responsible all issuer portfolio management nationwide as well as transaction management.   Prior to joini ... (view full description)

Chadwick Hoyt

Mayer Brown LLP

Chadwick A. Hoyt  Chadwick Hoyt is a partner in Mayer Brown’s Chicago office and a member of the Banking and Finance group.  He focuses his practice on US and international structured finance transactions with an emphasis on mortgage related transactions.  He has significant experience in the purchase and sale of performing and non-performing residential and commercial mortgage loans.   He also represents clients in connection with warehouse, repurchase and other financing facilities and securitizations of performing and non-performing commercial and residential mortgage loans and other real estate assets.  He also represents clients in connection with servicing agreem ... (view full description)

Herbie Huesman

SVP, Senior MSR Manager
Fifth Third Bank

No biography specified

Chris Katopis

Executive Director
Association of Mortgage Investors (AMI)

Chris J. Katopis serves as the Executive Director of the Association of Mortgage Investors (AMI).   In this role he oversees the public policy advocacy efforts and day-to-day operations of this financial services trade association, focusing on housing finance and mortgage policy.  The AMI represents private investors, institutional investors, asset managers, public and private pension funds, and charitable endowments, all of whom support the efforts of Congress and the Administration to develop long-term, sustainable and effective solutions at restarting securitization, housing finance, and mortgage polices. Mr. Katopis has years of broad Washington, D.C. experience in a variety of pub ... (view full description)

Chris King

Senior Vice President - Business Development
Nationstar Mortgage

No biography specified

Erik Klingenberg

Chair, Capital Markets

Erik Klingenberg is the Co-Chair of Dentons' Capital Markets practice specializing in structured finance, including all aspects of commercial and residential mortgage-backed securities, asset-backed securities, commercial paper, collateralized debt obligations and other structured products. Ranked Band 2 by Chambers Global (2015) and Chambers USA (2015), Erik is praised by clients as “a wonderful person to work with and a very effective lawyer.”    Erik assumed an early, prominent role as counsel to various U.S. government agencies and their efforts to restore the financial markets for a range of financial products and situations, including the U.S. Treasury in connection ... (view full description)

Jon Langlois

BuckleySandler LLP

Jon Langlois is counsel in the Washington, DC, office of BuckleySandler LLP. Mr. Langlois works with all types of financial institutions and financial services providers on regulatory compliance matters relating to consumer lending and servicing activities. His practice includes a focus on mortgage servicing activities, including assessment and advice on default servicing, such as loss mitigation and foreclosure prevention. In addition to his regulatory practice, Mr. Langlois also advises clients on a variety of corporate and transactional matters, including capital markets transactions, corporate governance, and corporate organizations and reorganizations. These opportunities have i ... (view full description)

Philip Laren

Director MSR Services
MCT Trading Inc

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

Robert Losquadro

Vice President
Houlihan Lokey

Robert Losquadro is a member of Houlihan Lokey’s Financial Institutions Group. He specializes in advising financial services companies on M&A, capital raising, and other corporate finance engagements. He has extensive experience working with specialty finance companies, with a specific focus on residential mortgage companies and assets, asset managers, broker-dealers, banks, insurers, and insurance services companies. Since joining Houlihan Lokey, Mr. Losquadro has been involved in M&A transactions, capital markets activities, and financial restructuring engagements.  Previously, Mr. Losquadro was an Associate at Milestone Advisors, LLC in Washington, D.C. where he focused on special ... (view full description)

Jay Lown

Cherry Hill Mortgage Investment Corp

No biography specified

Bob Magee

Chief Investment Officer
Shellpoint Partners

W. Robert Magee, Jr. – Chief Investment Officer, Shellpoint Partners Mr. Magee was one of the founding members of C-BASS in July 1996. He was responsible for the investment and trading activities at the firm as they pertained to performing and non-performing loans, REO, and delinquent FHA/VA loans. From late 2004 to the end of 2007, Mr. Magee was the Non-Agency mortgage portfolio manager at Citadel Investment Group, where he started that firm’s Non-Agency business. Mr. Magee started his career in the securities industry in 1988 writing mortgage securities modeling software. He held a number of positions within Citibank Securities Fixed-Income Research Group. He t ... (view full description)

Matt Maurer

Managing Director
MountainView Capital Group

Matt Maurer is responsible for providing residential mortgage servicing rights and whole loan sales advice, portfolio valuation and risk management. Mr. Maurer also sources residential performing and non-performing whole loans for the MountainView Mortgage Opportunities Funds. Before joining MountainView in 2008, Matt worked at Clayton Fixed Income Services and Matrix Asset Management. He graduated from the University of Colorado in Boulder with a Bachelors degree in Finance and a minor in Economics.


Tricia McKitty

Freddie Mac

Tricia McKitty is a Structured Transactions Director in Single-Family Portfolio Management at Freddie Mac. Ms. McKitty facilitates deals primarily related to servicing rights transfers on a negotiated basis and also supports financing transactions. She has over 10 years of experience in the residential mortgage industry. Prior to joining Freddie Mac in 2012, Ms. McKitty was a Vice President in the Fixed Income Division of Morgan Stanley, where she managed and negotiated transactions for the purchase and sale of residential mortgage loans and related matters. Ms. McKitty previously practiced corporate law, representing issuers and underwriters in capital markets transactions. ... (view full description)

Stanley Middleman

President and Chief Executive Officer
Freedom Mortgage Corporation

Stanley C. Middleman is the founder and Chief Executive Officer of Freedom Mortgage Corporation, a national, full-service mortgage banker headquartered in Mount Laurel, NJ. The company is ranked in the top 10 mortgage originators nationally. In addition to his role leading Freedom Mortgage, Mr. Middleman is a prominent business strategist within the industry and an active member of the Mortgage Bankers Association. He is also a member of the Housing Policy Executive Council (HPEC), an affiliate of the Financial Services Roundtable. The Council advocates for the benefits of a fully competitive and integrated housing market and represents dozens of leading national mortgage finance companies. ... (view full description)

Matthew Monahan

Houlihan Lokey

Mr. Monahan is a Director in Houlihan Lokeys Financial Institutions Group, focused on covering mortgage finance companies and depository institutions. He is based in the firms New York office.Mr. Monahan has more than 20 years of extensive advisory and transaction experience in the mortgage finance and depository sectors. Before joining Houlihan Lokey in 2014, he spent five years at Deutsche Bank in the Financial Institutions Group. Prior to joining Deutsche Bank, he spent nearly six years at Lehman Brothers in the Structured Asset Solutions Group, working on a range of transactions in the consumer and specialty finance sector.Over the course of his career, he has bee ... (view full description)

Henry Morriello

Arnold & Porter Kaye Scholer LLP

No biography specified

Ned Myers

Senior Vice President
Black Knight

Ned Myers leads Black Knight Financial Services’ Capital Markets and Government market practices for its Data & Analytics division. With over twenty five years in the structured finance market, Ned has a proven track record of rapidly growing software, data, and information businesses. Prior to joining Black Knight, Ned held executive level roles at Lewtan in strategy, sales, marketing, and product.  Ned has launched over a dozen new products and services, including a leading information portal to the securitization industry. Ned has previously served in other roles including Chief Marketing Officer, General Manager and head of Sales & Marketing.   Ned is a recognized fig ... (view full description)

Ashish Negandhi

Senior Portfolio Manager
Angel Oak Capital

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

Peter Newall

Head of MSR Hedge Trading Desk
Citi Mortgage

Peter Newall, CFA, is the head of the MSR Hedge Desk at CitiMortgage.  In this role he oversees the development of analytics for evaluating and reporting the risks of the MSR portfolio and developing and implementing the hedging strategy.  Peter has been with Citi since 2007 and has over 17 years of Capital Markets experience, including 14 years hedging MSRs. Prior to joining the MSR Hedging Desk in 2009, Peter spent two years as a trader on the Central Funding Desk in Citibank Treasury.  From 2005 to 2006, Peter worked at Merrill Lynch Investment Management as a trader on the Fixed Income Desk, where he oversaw all fixed income derivatives trading.  From 2000 to 2005, Peter was a trad ... (view full description)

Rudy Orman

Head of Sales
Promontory MortgagePath

Rudy Orman is Head of Sales for Promontory MortgagePath, focusing on fulfillment.  Promontory Fulfillment Services provides licensed mortgage origination services efficiently and cost-effectively. We make the investment in compliance, technology and human resources in this highly-regulated and competitive market – and you get the benefits.

Rudy Orman
Head of Sales
Promontory MortgagePath LLC
Direct: 813-632-0614
Mobile: 813-415-1362

Rudy's prior employers were Carrington Mortgage Holdings, Marathon Asset Management and Goldman Sachs. 

Creighton Oswald

SVP, Director Mortgage Loan Servicing
Texas Capital Bank

Professional Experience and Responsibilities Creighton joined the Texas Capital Bank team in November, 2014 where he has been assigned the task of building out the organization’s mortgage servicing operation. Immediately prior to joining Texas Capital, Creighton served as EVP of Mortgage Servicing at BBVA Compass where he was responsible for the management and strategic oversight of that institution’s $25 Billion consumer real estate secured portfolio. His functionally broad-based career in banking and financial services spans over two decades and boasts key leadership assignments with a number of industry leading organizations including Merrill Lynch, Daimler Benz, Washington Mu ... (view full description)

Peter Partee

Hunton & Williams

Head of Hunton & Williams LLP's New York Bankruptcy, Financial Restructuring and Creditors' Rights practice. 

Edward Pinto

Co-Director & Chief Risk Officer
American Enterprise Institute

American Enterprise Institute (AEI) resident fellow Edward J. Pinto is the codirector of AEI’s International Center on Housing Risk. Along with AEI resident scholar Stephen Oliner, Pinto is the creator and developer of the AEI Pinto-Oliner Mortgage Risk and Collateral Risk Indexes. Pinto is the co-creator of the Wealth Building Home Mortgage, a new approach to home finance designed to serve the twin goals of providing to a broad range of homebuyers a more reliable and effective means of building wealth than currently available under existing policies, while maintaining buying power similar to a 30-year loan. An executive vice president and chief credit officer for Fannie Mae until the late 1 ... (view full description)

Allen Price

SVP Business Development
Roundpoint Mortgage Servicing Corporation

Allen Price serves as Senior Vice President of Business Development RoundPoint Mortgage Servicing Corporation.  Mr. Price joined RoundPoint from LoanCare, part of Black Knight Financial Services, where he was SVP and head of business development for subservicing.  In that position, he focused his team on acquiring subservicing assets from a variety of investors that included: capital market participants, credit unions and credit union service organizations, independent mortgage banking firms, private equity firms, and state housing finance agencies as well as the GSEs.  Prior to LoanCare, Mr. Price was Senior Vice President and Head of Business Development for Nationstar Mortgage, a Fortress ... (view full description)

Domonic Purviance

Senior Financial Policy Analyst
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)

Al Qureshi

Managing Director

As Incenter’s Managing Director of Analytics, Al Qureshi leads our MSR, securities and whole loan analytics and risk management platform. Al has broad and deep technical expertise including the design of sophisticated valuation, hedging and risk modeling to help clients pinpoint revenue opportunities and clearly understand and manage their business and financial risks. Al brings almost 20 years of experience in mortgage and capital markets to the Incenter senior management team. Immediately prior to joining the company he served as Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. He has also held MSR, Analytic Hedging appointments at JP Morgan, Merrill Lynch, an ... (view full description)

Adam Rilander

Head Agency MBS Trading
Galton Capital Management

Mr. Rilander is a Mariner employee and serves as the Head of Agency Mortgage Trading for the Galton team.  He has spent the past 13 years focused on investing in, trading and researching Agency Mortgage Backed Securities.  Most recently, from 2015 through 2016, Mr. Rilander was running a team overseeing the Agency derivative and mortgage option position at Premium Point Investments. From 2006-2015, he was trading Agency Mortgage Backed Securities at JPMorgan, becoming a Managing Director and the senior secondary trader on the Agency MBS desk.  Prior to joining JPM, Mr. Rilander began his career in 2003 at Bear Stearns as a research analyst focused on Agency Mortgage Backed Securities. ... (view full description)

William Roehrenbeck

SVP-Managing Director MSR Acquisitions
PNC Bank, A Divsion of PNC Bank, N.A.

Bill Roehrenbeck served as President and Chief Executive Officer of First Commercial Mortgage Company (now Regions Mortgage). After 24 years with First Commercial Mortgage Company, Bill joined Central Bank and Trust as President. Bill founded Central Mortgage Company in 1997, which was subsequently acquired by the Arvest Bank Group. Bill currently serves as the Chairman and Chief Executive Officer of Arvest Mortgage Company and Central Mortgage Company with annual production of $2 Billion in new loans and servicing approximately $40 Billion in mortgage loans for others. Additionally, Bill serves on the National FannieMae Customer Advisory Board, ABA's Mortgage Markets Committee, Fifty for th ... (view full description)

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)

Dan Rudd

Senior Vice President
Quantitative Risk Management

Daniel Rudd is the Senior Vice President in charge of Mortgage Banking Client Services at Quantitative Risk Management, Inc. (QRM) a Chicago-based consulting firm specializing in Risk Management consulting for financial institutions worldwide. Within the mortgage industry, QRM is well known for its application of modern finance to the hedging problems of mortgage pipeline risk management, mortgage servicing risk management, credit modeling, liquidity management, and asset/liability management. QRM is noted for its pioneering work in the option-based approach to pricing and modeling mortgage related assets, and for developing an option-based model to value and determine the interest rat ... (view full description)

Aaron Rykowski

SVP - Chief Compliance Officer
WesBanco Bank, Inc

No biography specified

Pete Sack

Managing Director
Credit Suisse

Peter Sack is a Managing Director in the New York office of Credit Suisse. Pete heads Mortgage Finance at Credit Suisse, within Global Asset Finance. He oversees financing and securitization underwriting of newly-originated and seasoned agency, non-agency and non-performing residential mortgages and related assets, including mortgage warehouse financing.

Pete has worked in the mortgage business at Credit Suisse since 2001. Prior to joining the bank, Pete was an attorney with the law firm Orrick, Herrington & Sutcliffe LLP, where he advised clients in regard to residential and commercial mortgage securitizations and derivative transactions.

Shmulie Schochet

Chief Executive Officer
East Point Systems

Shmulie Schochet is the CEO of East Point Systems, the largest technology platform in the Mortgage Field Services Industry. Experiences include working at regional preservation companies and along side many of the national vendors in the Mortgage Field Service space.    Throughout this incredible journey and learning experience, I came to realize that the industry still had a lot of room for fundamental growth and improvement. For years the industry had been grappling with the technological demands of the modern business world, and the need for a more proficient and adept software solution was becoming more necessary than ever. Such a product needed to include a high-speed cloud- ... (view full description)

Steven Schwalb

Chief Executive Officer
Angel Oak Home Loans

Mr. Schwalb is the CEO and Managing Partner of Angel Oak Home Loans (AOHL). He has more than 20 years of experience in financial services, specifically, in residential lending. His primary responsibilities include developing and implementing AOHL’s strategic plan and management oversight of Angel Oak’s lending platforms. He is responsible for maintaining all capital market relationships and has been instrumental in executing growth opportunities for AOHL in agency approvals, servicing and securitization.  Mr. Schwalb also co-founded Angel Oak Mortgage Solutions, a non-agency wholesale and correspondent mortgage lender, and Angel Oak Prime Bridge, a commercial ... (view full description)

Meagan Signoriello

Lowenstein Sandler LLP

Practice Meagan provides counsel to mortgage servicers, investment managers, and originators in regard to mortgage and servicing rights acquisitions, dispositions, financings, and conduits. Her experience extends to counseling clients in connection with numerous servicing advance facilities and excess spread acquisitions or sales. Additionally, Meagan offers guidance to borrowers, lenders, and administrative agents in syndicated credit facilities (domestic and cross-border). She also works with both purchasers and sellers in par and distressed bank debt and bankruptcy trade claims and securities. Meagan counsels collateral managers in collateralized loan ob ... (view full description)

Akshay Singh

CFO and Head of Strategy
BSI Financial

Finance and strategy executive with 15 years of experience in private equity, investment banking and management consulting.  Prior to joining BSI Financial, Akshay was a Principal of North Cove Partners, a private equity group that was spun out of Merrill Lynch Private Equity. Akshay has managed private equity investments totaling more than $1 billion in value. He has served on Boards of various public and private companies.  Prior to that Akshay worked at Merrill Lynch and at Deloitte Consulting. Akshay holds a degree in Computer Science from the Indian Institute of Technology Delhi and an MBA with high honors from The University of Chicago Booth School of Business.  

Lee Smith

Executive Vice President/Chief Operating Officer
Flagstar Bank

Lee Smith joined Flagstar in May 2013 as chief operating officer. He brings to Flagstar extensive experience in financial management and operations. Prior to Flagstar, Smith was a partner with MP (Thrift) Global Advisers III, where he served as an outside adviser to the Flagstar management team and the compliance committee of the Flagstar board of directors. Prior to that role, he was a partner with MatlinPatterson Global Advisers LLC, the investment adviser to the MatlinPatterson family of private equity vehicles, where he worked with a number of portfolio companies across many industries. Before joining MatlinPatterson he was a senior director at Zolfo Cooper LLC in ... (view full description)

Rick Smith

Executive Vice President - Servicing
The Money Source Inc.

Rick Smith joined The Money Source in November 2014 as Executive Vice President and brought more than 30 years of experience in the mortgage industry with him.  Rick was given a simple directive, develop a new Servicing platform from scratch.  Within a two-year time frame, Rick leased 20,000 square feet in Meriden, CT, and another 10,000 square feet in Tempe, AZ.  Rick and his team successfully transferred 39,000 loans to the new platform and added another 40,000 organically.   With Rick at the helm of the TMS Servicing Division, TMS received approval to service in house from FNMA, Freddie Mac, GNMA and all 50 states, as well as approval to sub-service.  On top of that, TMS recei ... (view full description)

Seth Sprague

Executive Vice President
Phoenix Capital

Seth D. Sprague CMB, Senior Vice President of Phoenix Capital, Inc. joined Phoenix in April of 2013 after more than ten years with SunTrust Mortgage managing their mortgage servicing rights portfolio valuation process as well as their periodic MSR transaction activity. Seth’s primary duties at Phoenix include managing bulk and flow MSR transactions, advising on analytic and valuation strategies, and participating in strategic business development activities as the MSR market continues to evolve. Seth has a total of over 20 years of mortgage banking and servicing valuation experience at a variety of firms including SunTrust Mortgage, Bank of America Mortgage, United Financial / Matrix Financi ... (view full description)

Steve Staid

Senior Vice President, Servicing
PHH Mortgage

Stephen Staid serves as Senior Vice President, Servicing, for PHH Mortgage and is responsible for growth and management of the company’s servicing portfolios. Mr. Staid joined PHH in 2017. Prior to joining PHH, he was the President of SEMS, LLC where he advised financial services companies on a range of matters related to mortgage origination and servicing and driving operational efficiency. From 2012 to 2015, he served as Senior Vice President and Loan Servicing and Support Operations business executive at Bank of America, where he was responsible for the company’s non-default related mortgage practices and a portfolio of over 5 million loans. Mr. Staid previously was Executive Vice Preside ... (view full description)

Paul Thomas

Chief Operating Officer
Pingora Asset Management

Paul Thomas joins Pingora from SunTrust, where he was the EVP of Capital Markets responsible for MSR asset management, secondary marketing, investor relations, investment portfolio management and product development. Paul has over 20 years of experience in mortgage-related interest rate risk management, structured finance, and credit risk management, holding key roles at National City, Freddie Mac and Fannie Mae. Paul received a BSBA from the University of Denver, an MBA from The Wharton School, and is a Chartered Financial Analyst.

Darrell van Amen

EVP, Chief Investment Officer & Treasurer
HomeStreet Bank

Darrell S. van Amen, Executive Vice President and Chief Investment Officer of HomeStreet Bank and HomeStreet, Inc. Mr. van Amen has served HomeStreet Bank since 2003 when he joined the Bank as its Treasurer. Mr. van Amen has also served as the Quantitative Analytics Manager for the Royal Bank of Canada and, Vice President and Balance Sheet Manager at Old Kent Financial in Michigan. He holds a bachelor’s degree in Economics from Weber State University and a master’s degree in Economics from Claremont Graduate University.

Mark Volosov


No biography specified

Tom Walsh

Rushmore Loan Management Services

Mr. Walsh has a broad mortgage lending and real estate back ground with a solid understanding of the economics of loan servicing and a strong expertise in the mortgage risk management.       Mr. Walsh joined Roosevelt Management Company August 2008 and is responsible for management of mortgage assets including loss mitigation strategies, loan administration and mortgage servicing.   Mr. Walsh is President of Rushmore Loan Management services, a subsidiary of Roosevelt Management Company.     Mr. Walsh was with Morgan Stanley for four years in and led the Morgan Stanley servicing oversight function responsible for third party servicing relationships, master servicing a ... (view full description)

Rob Walters

Incenter Mortgage Advisors

Mr. Walters has served as a Director at Incenter since its acquisition of Interactive Mortgage Advisors in 2016. In this role, Mr. Walters is responsible for MSR Sales, Analytics and Client relationships within the Incenter Mortgage Advisors division.  Prior to his current role, from 2005 until 2016 Mr. Walters served as Vice President of Interactive Mortgage Advisors; trading in excess of $100b in MSR and providing strategic and valuation support for his clients. Before joining Interactive Mortgage Advisors in 2005, Rob was Vice President at Phoenix Capital Inc. honing his analytic and comparative analytic approach to MSR Advisory. Rob began his career in 1994 at National Mortga ... (view full description)

Justin Wiseman

Director of Loan Administration Policy
Mortgage Bankers Association

Justin Wiseman is the Director of Loan Administration Policy in MBA’s Residential Policy department, where he analyzes forthcoming legislation and administrative rule-making. Justin assists the Department to formulate responses to policy initiatives and helps MBA members understand and comply with the many servicing rules. Before assuming his role as Director of Loan Administration Policy, Justin worked as associate regulatory counsel for MBA, providing analysis on Dodd-Frank rulemakings such as the Qualified Mortgage and Loan Originator Compensation rules. He also staffed the Litigation subcommittee which monitored relevant litigation trends and evaluated requests for amici participation by ... (view full description)

Brian Ye

Managing Director
JP Morgan Securities LLC

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

Shengyu Zhang

First Vice President-Quantitative Manager
HomeStreet Bank

Shengyu is currently First Vice President and Quantitative Manager for HomeStreet Bank, with responsibility for Modeling, Valuation and Risk Analytics for MSR, Secondary Market, Asset and Liability Management, and Interest Income forecasting.  Prior to joining HomeStreet in 2015, Shengyu spent 5 years in Federal Home Loan Bank Seattle where he was the Market Risk Manager responsible for interest rate risk modeling, valuation and reporting. From 2009 to 2010, Shengyu was a Senior Risk Modeling Manager at Freddie Mac with responsibility of oversight on market risk and credit risk models. From 2004 to 2009, Shengyu worked at Washington Mutual as Quantitative Developer responsible fo ... (view full description)
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Event Specific Contacts for The 4th Annual Residential Mortgage Servicing Rights Forum


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Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email:

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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