Attendee List
President & CEO,
ABOUTMYMORTGAGE.COM

President,
ACC MORTGAGE, INC.

VP – Big Data,
ADP

President/CEO,
ALLIED MORTGAGE GROUP, INC

ALLY

Senior Counsel,
ALLY BANK

Partner,
ALSTON & BIRD

Partner,
ALSTON & BIRD

Senior Vice President,
AMC

Co–Director & Chief Risk Officer,
AMERICAN ENTERPRISE INSTITUTE

President – Corporate,
AMERICAN FINANCIAL RESOURCES, INC.

President,
AMERICAN MORTGAGE CAPITAL GROUP LLC

Executive Director,
AMERICAN SECURITIZATION FORUM

MD, Capital Markets,
AMERIHOME MORTGAGE COMPANY

President,
AMERIS BANK MORTGAGE SERVICES

Director,
ANDREW DAVIDSON & CO., INC.

Senior Portfolio Manager,
ANGEL OAK CAPITAL

Managing Partner,
ANGEL OAK HOME LOANS

Portfolio Manager,
ANGELO GORDON

RMBS Quantitative Research,
ANGELO GORDON & CO

Partner,
ARNOLD & PORTER KAYE SCHOLER LLP

MSR Transaction Manager,
ARVEST CENTRAL MORTGAGE COMPANY

President & CEO,
ARVEST CENTRAL MORTGAGE COMPANY

Vice President MSR Acquisitions,
ARVEST/CENTRAL MORTGAGE COMPANY

Executive Director,
ASSOCIATION OF MORTGAGE INVESTORS (AMI)

First Assistant Vice President,
ASTORIA BANK

Consultant,
ATLANTIC BAY MORTGAGE GROUP

EVP, Chief Investment Officer,
BANC OF CALIFORNIA

SVP, Secondary Marketing,
BANCORPSOUTH BANK

Analyst,
BAYVIEW ASSET MANAGEMENT

Analyst,
BAYVIEW ASSET MANAGEMENT

Vice President,
BAYVIEW ASSET MANAGEMENT

Portfolio Manager,
BAYVIEW ASSET MANAGEMENT

Vice President,
BAYVIEW ASSET MANAGEMENT

Managing Director,
BAYVIEW ASSET MANAGEMENT, LLC

BAYVIEW ASSET MANAGEMENT, LLC

Managing Partner,
BELL CARRINGTON & PRICE, LLC

President,
BEST CAPITAL FUNDING

VP, Sales,
BLACK KNIGHT FINANCIAL SERVICES

Vice President, Sales,
BLACK KNIGHT FINANCIAL SERVICES

Senior Vice President,
BLACK KNIGHT FINANCIAL SERVICES

Vice President, Financial Markets Advisory,
BLACKROCK

Business Development Director,
BLACKROCK

BLACKROCK

Vice President,
BLACKROCK

Director,
BLACKROCK

Director,
BLACKROCK

Director,
BLACKROCK

Managing Director,
BLACKROCK

Reporter,
BLOOMBERG NEWS

Executive Vice President–Home Lending,
BLUE HILLS BANK

CFO and Head of Strategy,
BSI FINANCIAL

Partner,
BUCKLEYSANDLER LLP

Partner,
BUCKLEYSANDLER LLP

CADWALADER

Special Counsel,
CADWALADER, WICKERSHAM & TAFT LLP

Partner,
CADWALADER, WICKERSHAM & TAFT LLP

EVP–Head Of Capital Markets,
CALIBER HOME LOANS

Managing Director,
CAMG VENTURES, LLC

Senior Vice President,
CAPITAL MARKETS COOPERATIVE

Senior Managing Director, Investment Services,
CARRINGTON

Managing Director,
CARRINGTON

Co–Chief Investment Officer,
CARRINGTON HOLDING COMPANY, LLC

SVP,
CARRINGTON MORTGAGE HOLDINGS

Managing Director,
CARRINGTON MORTGAGE HOLDINGS

Senior Vice President, Capital Markets,
CASTLE & COOKE MORTGAGE

President,
CASTLE & COOKE MORTGAGE

President,
CASTLEROCK REO

Executive Vice President,
CENLAR FSB

Senior Vice President,
CENLAR FSB

Managing Director,
CENTER CREEK CAPITAL GROUP

President,
CHERRY HILL MORTGAGE INVESTMENT CORP

Managing Director,
CITI

Director,
CITI

Managing Director,
CITI

Head of MSR Hedge Trading Desk,
CITI MORTGAGE

SVP, Capital Markets,
CITI MORTGAGE

Managing Director and Head of Mortgage Finance,
CITIGROUP

Director,
CITIGROUP

Senior Managing Director,
CLAYTON HOLDINGS LLC

Hedge Manager,
COMPASS ANALYTICS

Servicing & Secondary Markets Program Manager,
CONSUMER FINANCIAL PROTECTION BUREAU

CFO,
CORNERSTONE HOME LENDING, INC

Director,
CREDIGY

Associate, Valuation,
CREDIGY

Director,
CREDIT SUISSE

Managing Director,
CREDIT SUISSE

Director,
CREDIT SUISSE

Executive Vice President,
CUSTOMERS BANK

CYPREXX SERVICES

CEO,
CYPREXX SERVICES, LLC

Director of Repairs,
CYPREXX SERVICES, LLC

Senior Managing Associate,
DENTONS

Partner,
DENTONS

Associate,
DENTONS

Co–Chair of Capital Markets Practice,
DENTONS

Partner,
DENTONS US LLP

Partner,
DENTONS US LLP

Managing Director, Valuation and
Portfolio Management,
DITECH

Senior Vice President,
DITECH FINANCIAL LLC

Senior Vice President,
DOVENMUEHLE MORTGAGE, INC.

VP Operations & Technology,
EAST POINT SYSTEMS

VP of Business Development,
EAST POINT SYSTEMS

Chief Executive Officer,
EAST POINT SYSTEMS

Vice President,
EMBRACE HOME LOANS

MSR Hedging and Financing,
ENVOY MORTGAGE

VP Secondary Marketing,
ENVOY MORTGAGE

Vice President, Strategic Investments,
ESSENT US HOLDINGS, INC.

SVP, Strategic Investments,
ESSENT US HOLDINGS, INC.

Finance/Accounting Manager,
EVERBANK

VP,
FANNIE MAE

Servicing Lead – Single Family,
FANNIE MAE

Sr Counterparty Risk Analyst,
FANNIE MAE

Director,
FANNIE MAE

Capital Markets Analyst,
FANNIE MAE

Credit Risk Analyst,
FANNIE MAE

FANNIE MAE

VP Customer Account Risk Management,
FANNIE MAE

Assistant Director, Complex Financial Institutions,
FDIC

Capital Markets Policy Analyst,
FDIC

Manager – Capital Markets,
FDIC

Sr Capital Markets Specialist,
FDIC

Capital Markets,
FEDERAL DEPOSIT INSURANCE CORPORATION

Senior Policy Analyst–
Office of Housing and Regulatory Policy,
FEDERAL HOUSING FINANCE AGENCY

Senior Financial Policy Analyst,
FEDERAL RESERVE BANK OF ATLANTA

Nat. Servicing Sr. Director,
FGMC

Associate Director,
FHFA

Managing Director,
FIFTH THIRD BANK

VP, MSR Manager,
FIFTH THIRD BANK

SVP, Senior MSR Manager,
FIFTH THIRD BANK

Secondary Marketing,
FIRST GUARANTY MORTGAGE CORPORATION

Senior Director – Capital Markets,
FIRST GUARANTY MORTGAGE CORPORATION

FIRST GUARANTY MORTGAGE CORPORATION

Director of Strategic Finance,
FIRSTBANK

Director of Capital Markets,
FIRSTBANK MORTGAGE

Director of Product Strategy,
FISERV

VP, Associate General Counsel,
FLAGSTAR BANK

Executive Vice President/Chief Operating Officer,
FLAGSTAR BANK

Director,
FORTRESS INVESTMENT GROUP

Managing Director,
FORTRESS INVESTMENT GROUP

Managing Director,
FORTRESS INVESTMENT GROUP

Associate,
FORTRESS INVESTMENT GROUP/
NEW RESIDENTIAL MORTGAGE


AVP, MSR Asset Manager,
FRANKLIN AMERICAN MORTGAGE COMPANY

President,
FRANKLIN FIRST FINANCIAL, LTD

Secondary Marketing,
FRANKLIN FIRST FINANCIAL, LTD.

Chief Financial Officer,
FRANKLIN FIRST FINANCIAL, LTD.

Director,
FREDDIE MAC

Product Development Manager,
FREDDIE MAC

Senior Director,
FREDDIE MAC

Director,
FREDDIE MAC

Director – Servicing Capital Markets,
FREDDIE MAC

FREDDIE MAC

Vice President,
FREEDOM MORTGAGE

Executive Vice President,
FREEDOM MORTGAGE CORPORATION

SVP – Capital Markets,
FREEDOM MORTGAGE CORPORATION

EVP, Chief Administrative Officer,
FREEDOM MORTGAGE CORPORATION

Vice President,
FREEDOM MORTGAGE CORPORATION

Business Analyst,
FREEDOM MORTGAGE CORPORATION

President and Chief Executive Officer,
FREEDOM MORTGAGE CORPORATION

Correspondent Finance & Analytics,
FREEDOM MORTGAGE CORRESPONDENT LENDING

Executive Vice President,
FRREDOM MORTGAGE CORPORATION

Managing Director,
FTI CONSULTING

Senior Managing Director,
FTI CONSULTING

Senior Managing Director,
FTI CONSULTING

Senior Managing Director,
FTI CONSULTING INC.

Head Agency MBS Trading,
GALTON CAPITAL MANAGEMENT

Senior Portfolio Manager,
GIC

COO,
GILFUND CAPITAL MANAGEMENT

Account Executive,
GINNIE MAE

Sr. Account Executive,
GINNIE MAE

Director,
GINNIE MAE

Senior Vice President–Office of Issuer and Portfolio,
GINNIE MAE

Managing Director,
GLOBAL CORPORATE FINANCE

Vice President,
GOLDMAN SACHS

Founding Partner,
GREENSTEIN & LUBLINER

EMD – Capital Markets & Strategy,
HOME POINT FINANCIAL CORPORATION

Managing Director – Servicing,
HOME POINT FINANCIAL CORPORATION

EVP, Chief Investment Officer & Treasurer,
HOMESTREET BANK

First Vice President–Quantitative Manager,
HOMESTREET BANK

VP Correspondent Sales & Business Development,
HOMEWARD RESIDENTIAL CAPITAL

Vice President,
HOULIHAN LOKEY

Director,
HOULIHAN LOKEY

Attorney,
HOWARD LAW GROUP

VP – Portfolio Manager,
HUNTINGTON NATIONAL BANK

MSR Valuation,
HUNTINGTON NATIONAL BANK

Partner,
HUNTON & WILLIAMS

Partner,
HUNTON & WILLIAMS

Partner,
HUNTON & WILLIAMS LLP

Partner,
HUNTON & WILLIAMS LLP

Counsel,
HUNTON & WILLIAMS LLP

Partner,
HUNTON & WILLIAMS LLP

Senior Vice President,
IMPAC COMPANIES

EVP, Capital Markets,
IMPAC MORTGAGE HOLDINGS

Servicing Analyst,
INCENTER

Servicing Analyst,
INCENTER

Vice President,
INCENTER

Managing Director,
INCENTER

Director,
INCENTER MORTGAGE ADVISORS

Managing Director,
INCENTER MORTGAGE ADVISORS

Managing Director – Analytics,
INCENTER MORTGAGE ADVISORS

Transaction Analyst,
INCENTER MORTGAGE ADVISORS

Director, Mortgage Sales,
INCENTER MORTGAGE ADVISORS

Director of Sales,
INDECOMM GLOBAL SERVICES

Conference Coordinator,
INFORMATION MANAGEMENT NETWORK

Managing Director,
INVICTUS CAPITAL PARTNERS

Operations Manager,
IRA SCOT SILVERSTEIN, PLLC

IRA SCOT SILVERSTEIN, PLLC

Senior Vice President,
J.G. WENTWORTH HOME LENDING, LLC

VP,
JB LLOYD & ASSOCIATES, LLC

President,
JB LLOYD & ASSOCIATES, LLC

SVP,
JEFFERIES LLC

VP, Head of MSR Market Risk,
JP MORGAN

Managing Director,
JP MORGAN SECURITIES LLC

Senior Political Analyst,
KEEFE BRUYETTE & WOODS
Principal,
KOHLBERG KRAVIS ROBERTS

Director,
KROLL BOND RATING AGENCY

Senior Director,
KROLL BOND RATING AGENCY

Corporate Counsel,
LAKEVIEW LOAN SERVICING

Managing Director,
LAKEVIEW LOAN SERVICING

SVP Capital Markets,
LENDERLIVE NETWORK, INC

Sector Head Subprime RMBS,
LIBREMAX CAPITAL

Senior Vice President,
LOAN PROTECTOR INSURANCE SERVICES /
A WILLIS NORTH AMERICA COMPANY


SVP, National Sales Executive,
LOANCARE, A SERVICELINK COMPANY

EVP Strategy & Business Development,
LOANCARE, A SERVICELINK COMPANY

VP,
LOANDEPOT

EVP,
LOANDEPOT.COM

CEO,
LOGS NETWORK

Partner,
LOWENSTEIN SANDLER LLP

Counsel,
LOWENSTEIN SANDLER LLP

Manager of Marketing Operations,
LOWENSTEIN SANDLER PC

Vice President,
M&T BANK

Administrative Vice President,
M&T BANK

Associate,
M&T INVESTMENT BANKING GROUP

SVP, Capital Markets and Risk,
M/I FINANCIAL, LLC

Reporter,
MARKETWATCH

MAYER BROWN

Associate,
MAYER BROWN

Partner,
MAYER BROWN LLP

Partner,
MAYER BROWN LLP

Associate,
MAYER BROWN LLP

Partner,
MAYER BROWN LLP

Director MSR Services,
MCT TRADING INC

President and Chief Executive Officer,
MEMBER FIRST MORTGAGE

Senior Vice President /Portfolio Manager,
MFA FINANCIAL

Senior Vice President,
MFA FINANCIAL INC.

Managing Director,
MIAC

Managing Director,
MIAC

Director, Client Solutions Group,
MIAC – MORTGAGE INDUSTRY ADVISORY CORPORATION

Managing Director,
MIAC ANALYTICS

Director Secondary Marketing,
MIDLAND STATES BANK

Mortgage President,
MIDLAND STATES BANK

Senior Manager Loan Operations,
MIDLAND STATES BANK

Consulting Actuary,
MILLIMAN, INC

Senior Advisor,
MOELIS & COMPANY

Vice President–Senior Credit Officer,
MOODY'S INVESTORS SERVICE

Associate Director, Secondary and Capital Markets,
MORTGAGE BANKERS ASSOCIATION

Director of Loan Administration Policy,
MORTGAGE BANKERS ASSOCIATION

Managing Director,
MOUNTAINVIEW CAPITAL GROUP

Managing Director, Head of Sales and Marketing,
MOUNTAINVIEW CAPITAL GROUP

Managing Director,
MOUNTAINVIEW CAPITAL GROUP

Managing Director,
MOUNTAINVIEW CAPITAL GROUP

Managing Director,
MOUNTAINVIEW CAPITAL HOLDINGS

Managing Director,
MOUNTAINVIEW RISK ADVISORS

Managing Director,
MOUNTAINVIEW RISK ADVISORS

Managing Director,
MOUNTAINVIEW RISK ADVISORS

MSR Risk Analyst,
MOUNTAINVIEW RISK ADVISORS

President,
MOUNTAINVIEW SERVICING GROUP

Senior Servicing Analyst,
MOUNTAINVIEW SERVICING GROUP

VP Client & Industry Initiatives,
MSI

Vice President,
MULTI–BANK SECURITIES

Chief Executive Officer,
NATIONAL COMMUNITY CAPITAL LLC

SVP Head of Sales & Business Development,
NATIONAL GENERAL LENDER SERVICES

SVP Business Development,
NATIONSTAR MORTGAGE

Managing Director,
NAVIGANT

Senior Financial Risk Manager,
NAVY FEDERAL CREDIT UNION

Senior Vice President,
NEXBANK

Servicing Manager,
NEXBANK SSB

SVP Loan Operations,
NEXBANK SSB

Manager,
NYC FINANCE

Managing Director,
OAK HILL ADVISORS

Bank Examiner,
OCC

Manager, Business Analytics & Strategy,
OPTIMAL BLUE

COO,
OVERSITE DATA SERVICES

VP, Capital Markets,
PARAMOUNT EQUITY MORTGAGE

EVP – Mortgage Portfolio,
PARKSIDE LENDING

Senior Vice President,
PENNYMAC

Executive Vice President,
PENNYMAC

FVP, MSR and EBO Acquisitions,
PENNYMAC

Senior Vice President,
PENNYMAC

Chief Capital Markets Officer,
PENNYMAC

Attorney,
PERKINS COIE

Attorney,
PERKINS COIE LLP

Principal,
PGIM REAL ESTATE FINANCE

Director, Business Development,
PHH MORTGAGE

Senior Vice President and Treasurer,
PHH MORTGAGE

Senior Vice President, Servicing,
PHH MORTGAGE

Managing Director, Head of Corporate Sales,
PHH MORTGAGE CORPORATION

Vice President,
PHOENIX CAPITAL

Vice President,
PHOENIX CAPITAL

Executive Vice President,
PHOENIX CAPITAL

Senior Vice President,
PHOENIX CAPITAL, INC.

Chief Executive Officer,
PINGORA

Chief Operating Officer,
PINGORA ASSET MANAGEMENT

EVP, CFO,
PLAZA HOME MORTGAGE, INC.

VP – MSR Transaction Manager,
PNC

SVP Valuations,
PNC BANK

SVP Asset and Liability Management,
PNC BANK

AVP, Asset & Liability Managment,
PNC BANK

Sr. Associate,
PNC BANK

SVP–Managing Director MSR Acquisitions,
PNC BANK, A DIVSION OF PNC BANK, N.A.

Senior Counsel II,
PNC FINANCIAL SERVICES GROUP INC.

MSR Account Manager,
PNC MORTGAGE

MSR Account Manager,
PNC MORTGAGE

Product Manager,
POLYPATHS LLC

CEO,
PRECEDENT MANAGEMENT

Director of Servicing,
PRIMARY RESIDENTIAL MORTGAGE, INC

Senior Vice President,
PRIMELENDING

Senior Vice President–Investor Relations
and Product Development,
PRIMELENDING, A PLAINSCAPITAL COMPANY

Head of Capital Markets,
PROMONTORY RESIMARKETS LLC

Managing Director,
PRP ADVISORS

Senior Vice President,
PULTEMORTGAGE

Vice President Asset Administration,
PULTEMORTGAGE

QUANTITATIVE RISK MANAGEMENT

Vice President,
QUANTITATIVE RISK MANAGEMENT

Vice President,
QUANTITATIVE RISK MANAGEMENT

Vice President,
QUANTITATIVE RISK MANAGEMENT

Senior Vice President,
QUANTITATIVE RISK MANAGEMENT

Vice President,
QUANTITATIVE RISK MANAGEMENT, INC

Vice President,
QUANTITATIVE RISK MANAGEMENT, INC

Vice President,
QUICKEN LOANS

Risk Analyst,
QUICKEN LOANS

MSR Portfolio Manager,
QUICKEN LOANS

SVP, Managing Director– Fixed Income Group,
R.J. O'BRIEN

SVP, Fixed Income Group,
R.J. O'BRIEN & ASSOCIATES

SVP, Fixed Income Group,
R.J. O'BRIEN & ASSOCIATES

Managing Director,
RECOVCO MORTGAGE MANAGEMENT

Director Business Development,
REDITUS INVESTOR SERVICES

MSR Valuation,
REGIONS BANK

Director of Capital Markets,
RESIDENTIAL WHOLESALE MORTGAGE INC

Managing Director,
RESOURCE AMERICA

Partner in Charge, Advisory Services,
RICHEY, MAY & CO., LLP

AVP,
RJ O'BRIEN

Assistant Vice President,
RJ O'BRIEN

Executive Director, Institutional Business Development,
RJ O'BRIEN

Consultant,
ROCKTOP PARTNERS, LLC

Managing Director,
ROOSEVELT

VP,
ROOSEVELT MANAGEMENT COMPANY

Partner,
ROOSEVELT MANAGEMENT COMPANY

SVP,
ROOSEVELT MANAGEMENT COMPANY, LLC

Vice President,
ROOSEVELT MANAGEMENT COMPANY, LLC

Business Development,
ROOSEVELT MANAGEMENT COMPANY, LLC

Director,
ROSICKI, ROSICKI & ASSOCIATES, P.C.

Managing Attorney,
ROSICKI, ROSICKI & ASSOCIATES, P.C.

SVP Portfolio Management,
ROUNDPOINT MORTGAGE SERVICING CORPORATION

SVP Business Development,
ROUNDPOINT MORTGAGE SERVICING CORPORATION

President,
RUSHMORE LOAN MANAGEMENT SERVICES

CEO,
SCRATCH

SCRATCH

Strategic Finance,
SCRATCH SERVICES, INC

SVP, Business Development,
SELENE FINANCE LP

EVP Business Development,
SELENE FINANCE LP

Vice President,
SENECA MORTGAGE MANAGEMENT

EVP, Capital Markets & Contract Finance,
SENECA MORTGAGE MANAGEMENT, LLC

Director, Chief Customer Offic,
SHELDON MAY & ASSOCIATES, P.C.

Managing Director,
SHELLPOINT PARTNERS

Chief Investment Officer,
SHELLPOINT PARTNERS

partner,
SHEPPARD MULLIN RICHTER & HAMPTON LLP

VP Secondary Marketing,
SIERRA PACIFIC MORTGAGE COMPANY, INC.

Senior Lender – VP,
SIGNATURE BANK

Senior Vice President,
SIGNATURE BANK

SVP,
SIGNATURE BANK

Shareholder,
SIROTE & PERMUTT

Vice President of Securitization and Servicing,
SOUTHERN TRUST MORTGAGE, LLC

Executive Vice President,
SPECIALIZED LOAN SERVICING (SLS)

Vice Chairman,
SPROUT MORTGAGE

Managing Director,
SPURS CAPITAL

CEO,
STATEBRIDGE COMPANY

Director of Business Development,
STATEBRIDGE COMPANY

EVP Director MSR,
STEARNS LENDING

SUNTRUST MORTGAGE

MSR Valuation Manager,
SUNTRUST MORTGAGE

Mortgage Quantitative Senior Analyst, Capital Markets,
SUNTRUST MORTGAGE

VP Secondary whole loan trading and Sales,
SUNTRUST ROBINSON HUMPHREY, INC.

Vice President,
SUNTRUST ROBINSON HUMPHREY, INC.

Executive Vice President,
SWBC MORTGAGE CORPORATION

President,
SWISS CAPITAL

SVP, Director Mortgage Loan Servicing,
TEXAS CAPITAL BANK

Executive Vice President – Servicing,
THE MONEY SOURCE INC.

Senior Counsel,
THE PNC FINANCIAL SERVICES, INC.

Relationship Manager,
THE YIELD BOOK

Senior Mortgage Specialist,
THOMSON REUTERS

General Counsel,
TOWNE MORTGAGE

Director–Corporate Finance,
TOWNE MORTGAGE COMPANY

Principal,
TRANSPARENT ANALYTICS

TWO HARBORS

TWO HARBORS INVESTMENT

Managing Director,
TWO HARBORS INVESTMENT

Director,
TWO HARBORS INVESTMENT CORP.

Vice President and Corporate Counsel,
U.S. BANCORP

Senior Vice President, Director of Secondary Marketing,
UNITED BANK

Secondary Marketing Sr Analyst,
UNITED BANK

National Sales Representative,
UNITED STATES REAL ESTATE SERVICES

Vice President,
URSUS

Risk Manager,
US BANK

National Sales Representative,
US REAL ESTATE SERVICES

VAN NESS LAW FIRM, PLC

Investment Professional,
VARDE PARTNERS

Controller,
VETERANS UNITED

Strategy Analyst,
VETERANS UNITED

Chief Strategy Officer,
VETERANS UNITED HOME LOANS

Director, Servicing,
VETERANS UNITED HOME LOANS

Director of Single Family Finance,
VIRGINIA HOUSING DEVELOPMENT AUTHORITY

Senior Vice President,
VRM MORTGAGE SERVICES

Managing Director– Head of Acquisitions,
WATERFALL ASSET MANAGEMENT, LLC

Chief Operating Officer / EVP Capital Markets,
WEICHERT FINANCIAL SERVICES

Vice President,
WELLS FARGO

VP, Housing Policy,
WELLS FARGO HOME MORTGAGE

Vice President,
WELLS FARGO HOME MORTGAGE

Senior Vice President,
WELLS FARGO HOME MORTGAGE

Director,
WELLS FARGO SECURITIES

SVP – Chief Compliance Officer,
WESBANCO BANK, INC

Senior Vice President,
WESTERN ALLIANCE BANK

SVP,
WESTON PORTFOLIO GROUP, LLC

Chairman,
WHALEN GLOBAL ADVISORS LLC

Vice President,
WILMINGTON TRUST

Vice President,
WILMINGTON TRUST

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

E-mail: mail@imn.org


Event Specific Contacts for The 4th Annual Residential Mortgage Servicing Rights Forum

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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