Ken Adler

Managing Director
Annaly Management Company, LLC

Ken Adler is a Managing Director and Head of Agency at Annaly. Prior to joining Annaly in 2020, Mr. Adler served for four years as an EVP and Head of Capital Markets for Caliber Home Loans, Inc, with responsibilities overseeing MSR, secondary trading and origination margin management. Prior to that, Mr. Adler held senior positions in mortgage finance at Structured Portfolio Management, CitiMortgage and Natixis. Mr. Adler holds a B.S. from The Wharton School, an M.B.A. from the Columbia Graduate School of Business and also holds the Chartered Financial Analyst® designation.
 

Simon Aldrich

Senior Executive Vice President
Freedom Mortgage Corporation

Simon P. B. Aldrich is currently Executive Vice President, Strategic Planning/Portfolio Manager, with Freedom Mortgage.  Prior to joining Freedom in November 2015, Simon was a Managing Director at Marathon Asset Management in the Structured Credit Group.  He has over 30 years of experience in mortgage banking, working in various capacities, specifically with residential mortgage servicing rights (MSR). Before Joining Marathon in 2013, Mr. Aldrich served as Managing Director with Natixis NA, a large French Bank, from 1997-2012.  While at Natixis Mr. Aldrich was responsible for all MSR related activities; structuring acquisitions, sales and financings.  Mr. Aldrich worked at Bayview Fina ... (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 wit ... (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)

Scott Buchta

Head of Fixed Income Strategy
Brean Capital

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

Anatoly Burman

CIO, CTO
Varde Re

Anatoly has over 35 years of experience in analyzing, structuring, assessing  ALM suitability, trading securities and managing portfolios for insurance  companies and institutional investors. Prior to cofounding Citius, Anatoly founded the Structured Products Group at  Aladdin Capital in early 2005, managing $13bn of structured product assets, at  its peak, across Structured Product CDOs, hedge funds, separate and  proprietary accounts and an ABCP conduit. Prior to joining Aladdin, Anatoly  was a Vice-President/Senior Portfolio Manager at SunAmerica/AIG Insurance  company, managing over $40bn of investments in asset-backed, mortgage-  backed securities and other structured assets, acro ... (view full description)

David Burruss

MSR Director Business Development
MCT Trade

MSR Sales Director for MCT - Looking for MSR Buyers and Sellers. Also looking for anyone with a portfolio. We offer Brokerage, Valuations and Hedging Serivcers. Come see MSRLive!

Bill Bymel

Founder
First Lien Capital

Prior to founding First Lien Capital, Bill Bymel served as Managing Director at Spurs Capital LLC where he was responsible for the asset management and disposition of more than $300 million of invested equity capital in the distressed residential mortgage space since 2012.  He currently serves as signatory and advisor on Spurs’ three residential NPL funds, and stepped down from active executive role in 2021 to found First Lien Capital LP, a new platform for investing in and managing distressed assets both in residential and small balance commercial real estate.   Bill was the founding member of RSI Asset Management LLC, a third-party loss mitigation advisor and REO brokerage base ... (view full description)

Sean Cahan

President
Cornerstone Mortgage Group

Sean Cahan is the President of Cornerstone First Mortgage and brings over 17 years of experience to our privately-owned bank, headquartered in San Diego. As president, he oversees the operations and production of over 1 billion dollars in loans annually. Under his leadership as President, Sean has led a significant transformation of the company and has grown the business from a single local bank to a prosperous nationwide company with twenty-four branches and licensed in 44 states. One thing that gives Sean a competitive edge is that he not only manages the entire operations side of our company, but he also holds his portfolio of clients and has achieved the #1 Top Producer award ... (view full description)

Michael Carnes

Managing Director
MIAC

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 27 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 and Option Adjus ... (view full description)

Clayton Collins

CEO
HW Media

Clayton Collins is the founder and CEO of HW Media. He leads HW Media’s corporate strategy and content roadmap, while building a world-class team of business media professionals. HW Media publishes HousingWire, RealTrends, FinLedger and Reverse Mortgage Daily.  He is also managing partner of Riomar Capital, an entrepreneurial investment firm that formed HW Media through the acquisition of HousingWire in 2016. Prior to founding Riomar Capital, Collins worked at RBC Capital Markets in the mergers and acquisitions group and served as vice president of national sales and marketing at Citibank. Collins holds a degree in business administration from Elon University and completed his MB ... (view full description)

Richard Cooperstein

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

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

Ravi Correa

Chief Financial Officer
Angel Oak

Ravi is responsible for all financial aspects for Angel Oak related mortgage lending entities.  Prior to joining Angel Oak, Ravi was the Chief Financial Officer of Commerce Home Mortgage, The Capital Corps, and RoundPoint Mortgage Company. He has held finance executive roles in a number of public and private companies in the U.S. and Canada. Along with a strong background in financial services, he brings over 20 years of experience in a variety of industry sectors. Ravi is passionate about business success, finance, fact-based decision making and fostering a strong team environment. He is a Certified Public Accountant and graduated with honors with a Bachelor of Commerce degree in acco ... (view full description)

Bob Dowell

Managing Director, Analytics
Incenter Mortgage Advisors

Bob has 29 years’ experience within the mortgage industry, with the last 20 years performing analytics on mortgage servicing portfolios.  Analytics work includes both buyer and seller representation in mortgage servicing rights transactions, MSR valuations, 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.
 

Eric Edwardson

Partner
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)

Steven Eisenberg

CEO and Founding Partner
Stern & Eisenberg, PC

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

Maria Fregosi

Chief Investment Officer
Home Point Financial Corporation

Maria Fregosi is experienced in the fields of finance, investment banking, mortgage banking, securities and domestic and international finance. As a founding executive team member at Home Point, she has held numerous roles in the previous 7 years. Her current responsibilities include capital markets, correspondent lending, treasury, product development, and capital allocation including servicing.  Ms. Fregosi has been involved with investment banking, portfolio management and asset and mortgage securitization for over 30 years in both the US and European markets. She served in executive roles at Hamilton Group Funding and ABN AMRO where she was the founder of the residential and commercial m ... (view full description)

Bose George

Managing Director
Keefe, Bruyette & Woods

Bose George joined Keefe, Bruyette & Woods, Inc. in 2005 and is responsible for covering the mortgage finance sector. His coverage includes mortgage REITs, mortgage banks, mortgage servicers, mortgage insurers and title insurers. Prior to joining KBW, Bose spent five years at UBS, where he covered a broad range of mortgage companies including mortgage REITs, subprime lenders, GSEs, mortgage banks and mortgage insurers. Earlier in his career, Bose covered the mortgage and specialty finance sector for Prudential Securities. He also spent time in Latin American equity research at BNP Paribas. Bose earned a BA from Earlham College in Richmond, IN, an MA in English Lit ... (view full description)

Larry Goldstone

President-Capital Markets & Lending
BSI Financial

As Executive Vice President of Capital Markets at BSI Financial, I am primarily responsible for the structuring and growth of "owned" mortgage servicing rights.  In that role, I work with capital partners that are looking to invest in excess servicing rights, structuring MSR transactions, acquisition of MSRs and retention and recapture lending strategies to enhance investor value.  As a secondary role at BSI, I work with the Executive Management team to help grow BSI's portfolio of servicing and sub-servicing in the NPL/RPL, business purpose loans and performing mortgage loan servicing. From 1993 to 2009 I was a founder and CEO of Thornburg Mortgage, a NYSE listed mortgage REIT f ... (view full description)

Bill Greenberg

Chief Executive Officer
Two Harbors Investment Corp.

William Greenberg is Chief Executive Officer and President of Two Harbors. Mr. Greenberg previously served as Vice President and Co-Chief Investment Officer of Two Harbors since January 2020, with primary responsibility for the investment and hedging strategy of the Company’s portfolio of conventional MSR and securities. Prior to that, he served as Co-Deputy Chief Investment Officer from June 2018. Mr. Greenberg has over 25 years of experience managing portfolios of structured finance assets. Prior to joining Two Harbors in 2012, Mr. Greenberg was a Managing Director at UBS AG, holding a variety of senior positions with responsibilities including managing the mortgage repurchase liability ri ... (view full description)

Haukur Gudmundsson

Partner
Mayer Brown LLP

Haukur is a partner in Mayer Brown LLP's Banking & Finance practice. Haukur represents issuers, underwriters and investors in various domestic and cross-border securitizations and other structured finance transactions. Haukur’s securitization experience includes public and private transactions involving various asset classes, including auto loan and lease receivables, floor plan receivables, residential mortgage loans, servicing advances and construction bridge loans. In addition, Haukur has represented clients in connection with a variety of structured finance and other transactions, including repurchase transactions, tender offers, asset sales/purchases and mergers and acquisitions.

Eric Hagen

Director
BTIG

Eric Hagen is a Director and BTIG Mortgage and Specialty Finance Analyst. Prior to BTIG, he spent six years at KBW, where he published research on mortgage and specialty finance companies and was a Director most recently. Previously, Mr. Hagen was an Analyst at the U.S. Department of the Treasury. He earned a BBA in finance from George Washington University, and a master’s degree in real estate finance from Georgetown University. Mr. Hagen is also a CFA charterholder.

Douglas Harter

Director
Credit Suisse

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experience in evaluati ... (view full description)

Jon Langlois

Partner
Buckley LLP

Jon Langlois has spent his career representing financial institutions and financial services providers on critical regulatory compliance and transactional matters, developing a particular focus on mortgage lending and servicing activities. A Partner in the Washington, D.C., office of Buckley LLP, Mr. Langlois assists clients on a wide range of regulatory issues, including compliance with key consumer financial laws, such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), unfair, deceptive, or abusive acts or practices (UDAAP), and other consumer protection issues.   In addition to his regulatory practice, ... (view full description)

Michael Linger

VP-Financial Institutions Group
Houlihan Lokey

Mr. Linger is a member of Houlihan Lokey’s Financial Institutions Group, where he focuses on advising financial services companies on M&A, capital raising, and other corporate finance engagements. Mr. Linger has worked on transactions and engagements across various financial services sectors, with notable experience in the residential mortgage industry, including work with mortgage originators, mortgage servicers and residential mortgage REITs. Representative clients include Homebridge Financial Services, Home Point Capital Inc., MFA Financial, Selene Holdings, Union Home Mortgage and others. Mr. Linger has also provided advisory services to governmental agencies focused o ... (view full description)

Katrina Llanes

Partner
Alston & Bird LLP

Katrina Llanes is a partner in Alston & Bird’s Finance Practice.  Katrina represents lenders, underwriters, investors, borrowers, sponsors, and issuers in a variety of corporate finance transactions, including securitization transactions, asset-based finance, structured and secured lending, acquisition finance, and conduit financing arrangements across a broad range of assets. She has experience in financing agency and private label mortgage servicing rights (MSRs), excess servicing spread, servicing advance receivables, and residential and commercial mortgage loans. 

Jay Lown

President & Chief Executive Officer
Cherry Hill Mortgage Investment Corp.

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

Joe Makepeace

Director
RiskSpan

Joe Makepeace is a Director in the RiskSpan Valuation group working primarily with Residential Whole Loans, RMBS, MSR’s and other fixed income asset classes. He has experience in mortgage portfolio forecasting, asset valuation, financial data governance, portfolio analysis, ALLL Modeling and data science. He leads a team that values a variety of fixed income asset classes, as well as works closely on the RiskSpan Edge Platform both developing cashflow models and defining product requirements. He holds a BS in Finance from the University of South Carolina.​ 
 

Chris Mayer

Chief Executive Officer
Longbridge Financial

Dr. Mayer is CEO of Longbridge Financial, a top-rated and fast-growing reverse mortgage lender. Longbridge is an innovative company focused on developing and delivering responsible products to help seniors use home equity for a more comfortable retirement. At Longbridge Financial, Chris has led the expansion of the business to become a top HMBS issuer and a highly-rated originator licensed in 48 states, built exclusive partnerships that provide value-added services for older Americans, and developed a data and research program on reverse mortgages. Dr. Mayer is Paul Milstein Professor of Real Estate at Columbia Business School and holds affiliations with the Academic Advisory Board at Standa ... (view full description)

Michael McElroy

Partner
Mayer Brown LLP

Michael McElroy is a partner in Mayer Brown’s Washington DC office and a member of the Banking & Finance practice. He focuses his practice on an array of matters related to the mortgage banking and financial services industries. Previously, he was general counsel and secretary of First Guaranty Mortgage Corporation, a mortgage lender headquartered in McLean, Virginia, and general counsel, chief compliance officer, and secretary for Stonegate Mortgage Corporation, an NYSE-listed mortgage lender and servicer.

Richard McRedmond

Director
Two Harbors Investment Corp.

Venkat Mullur

SVP Capital Markets
Ocwen

Venkat Mullur is a seasoned executive who specializes in the management of mortgage-related and fixed income investments.  Following stints at Fifth Third Bank and Wells Fargo, he joined Ocwen Financial Corporation earlier this year where he is responsible for all aspects of valuation, hedging, and reporting related to Ocwen’s MSR asset. Prior to Ocwen, Mr. Mullur headed up the MSR risk oversight function at Wells Fargo Bank.  His remit included challenging all key valuation assumptions, discussing monthly risk reports with regulators, and reviewing all hedging activities.  Mr. Mullur is well-versed and experienced in asset-liability management, investment portfolio management, and all ... (view full description)

Dominic Obaditch

Director
Credit Suisse

Dominic Obaditch is a Director at Credit Suisse and member of the Securitized Products Finance group, specializing in the financing and securitization of mortgage related assets. Dominic joined Credit Suisse in April 2015 after a 20 plus year career at the Royal Bank of Scotland plc and its predecessor companies, including Greenwich Capital Markets and National Westminster Bank plc. Dominic’s background includes roles in Credit, Structured Derivatives, Principal Finance and Mortgage Finance. Dominic holds a BA in Economics from Colgate University.

Jay Patel

SVP of Business Development
Blue Water Financial Technologies

With over 20 years of mortgage banking experience, Jay enjoys assisting clients with their strategic goals. From helping build retail and TPO territories nationwide to assisting clients build mortgage lending platforms, Jay’s innovative skillset helps organizations optimize production and productivity regardless of market variables. Prior to joining Blue Water, Jay held various national sales and business development roles for top 20 mortgage banking firms nationwide.
He resides in Richmond, VA and enjoys spending time outdoors with his wife and two children.
 

Mike Patterson

Executive Vice President
Freedom Mortgage

Thomas Piercy

Managing Director
Incenter Mortgage Advisors

Allen Price

Senior Vice President- Sales, Marketing and Client Management
BSI Financial Services

Allen Price, senior vice president of sales, marketing and client success at BSI Financial, is a mortgage industry veteran with more than 30 years of experience in primary and secondary markets. His focus at BSI Financial includes loan subservicing, quality control, mortgage servicing rights (MSR)acquisitions and real estate business lines of operation for title and escrow, real estate and foreclosure and default services through Entra Solutions. Prior to BSI Financial, Price served as senior vice president at RoundPoint Financial Group, where he oversaw the company's sales and strategy. His background also includes SVP and national sales executive for ServiceLink's capital markets group and ... (view full description)

Al Qureshi

Managing Partner
Blue Water Financial Technologies

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

Christopher Sabbe

SVP Enterprise Sales
PHH Mortgage

Christopher Sabbe is the Senior Vice President, Enterprise Sales for PHH Mortgage and is responsible for leading all growth efforts across their 6 business lines:  Subservicing, MSR/Co-Issue Transactions, Correspondent Lending, Commercial Servicing, Reverse Lending, and Portfolio Retention.  PHH currently services nearly 1.2 million loans ($200 billion UPB) and is an active buyer of MSRs and whole loans. Mr. Sabbe has spent 25 years in the financial services space, having built 2 subservicers from the ground up and has managed outsourcing & software engagements in 8 countries.  From 2012 to 2016, he served as Senior Vice President, Strategy and Business Development at LenderL ... (view full description)

Geoffrey Sharp

Managing Director
Eris Innovations

Mr. Sharp heads up the sales function at Eris Innovations, developers of Eris Swap Futures. As CME Group products, Eris Swap Futures provide a full year yield curve of standardized swap contracts indexed to both 3 month Libor and O/N SOFR, which simplify user access to, and use of, interest rate swaps. Prior to Eris, Mr. Sharp was a Managing Director in global interest rate markets at Nomura Securities and previously held senior derivatives trading and sales roles at Lehman Brothers in New York and Tokyo. Mr. Sharp holds a B.Eng. from The University of Bristol, England.

Raymond Slater

MSR Portfolio Manager
Cherry Hill Mortgage Investment Corp.

Raymond Slater serves as Portfolio Manager in charge of Servicing Related Assets at Cherry Hill Mortgage Investment Corporation. Mr. Slater has over 10 years of experience in the financial services industry and the residential mortgage markets. Mr. Slater joined Freedom Mortgage in December 2010 and was most recently Senior Vice President of Capital Markets in charge of managing the sale and acquisition of mortgage servicing rights. During his tenure at Freedom, Mr. Slater also was responsible for establishing participation in the HUD Single Family Loan Sale program and was instrumental in the initial build out of Freedom’s correspondent division.   Prior to joining Freedom Mortg ... (view full description)

JR Smith

Partner
Hunton Andrews Kurth LLP

J.R. Smith’s extensive transactional and litigation background guides clients through the complete life-cycle of deals. His practice focuses on representation of corporate debtors, secured and unsecured creditors, bondholders, lessors, equity interests and trustees in connection with US and international/cross-border restructurings, workouts, Chapter 11 bankruptcies (pre-packs, reorganizations and liquidations), Chapter 15 cross-border bankruptcies, SIPA proceedings and crisis management. Throughout his legal career, J.R. has designed and implemented innovative transactions and financial structures, each carefully tailored to help clients achieve global business objectives with a clear under ... (view full description)

Nicholas Smith

Managing Partner
Rice Park Capital Management LP

Nick is the Founder and Managing Partner of Rice Park Capital Management LP and is responsible for leading the firm’s investment strategy and management. Prior to Rice Park’s inception in 2019, Nick held senior roles within the Blackstone Group from 2015 until 2018, including Chief Investment Officer of their residential mortgage REIT (Blackstone TORO), Chief Investment Officer of Finance of America Holdings, a Blackstone portfolio company, and founding executive and President of Incenter LLC, a Blackstone portfolio company. Prior to Blackstone, from 2012 until 2015 Nick served as Managing Director, Two Harbors Investment Corp (NYSE: TWO) where he built and led the investment platform for MS ... (view full description)

Leon Tatevossian

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

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

Matthew Tully

Vice President
Sagent

David Vida

EVP - Enterprise Sales Leader
Computershare Loan Services

Dave Vida is the EVP of Enterprise Sales for Computershare Loan Services (CLS) US. He defines and leads execution of the enterprise sales strategy with a team dedicated to generating new business for CLS. Dave keeps a sharp focus on client and customer satisfaction. Prior to joining Computershare Loan Services, Dave was the President of LenderLive Network and led the company’s expansion and acquisition strategies. Dave also founded and led Acqura Loan Services and held senior positions at H&R Block/Option One Mortgage, Master Financial and City Mortgage Services. ... (view full description)

Tom Walsh

Executive Vice President
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)

Andrew Wang

President
Valon

Christopher Whalen

Chairman
Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York. He is Chairman of Whalen Global Advisors LLC and focuses on the banking, mortgage finance and fintech sectors. Christopher is a contributing editor at National Mortgage News. He is a member of FINRA and Senior Advisor at J.V.B. Financial Group in New York. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the Financial Institutions and Corporate Ratings Groups. He was a principal of Institutional Risk Analytics from 2003 through 2013. Over the past three decades, Chris wor ... (view full description)

Sarah Wheeler

Content Editor
HousingWire

Brian Ye

MD, MBS Trading Strategy
BMO

Brian Ye is a Managing Director, MBS Trading Strategy, at BMO Capital Markets. He joined BMO in 2021. Prior to this, he was a Managing Director and Head of MBS Strategy at J.P.Morgan. Brian was a number one ranked analyst by Institutional Investor from 2010 to 2020 in Prepayments, Agency MBS Strategies and CMO. Prior to J.P. Morgan, he worked at Credit Suisse and Bear Stearns. Brian graduated from Dartmouth College and holds a M.S. from the Johns Hopkins University.  
 

Marty Young

Vice President
Goldman Sachs

Marty Young is the Senior Mortgage Strategist within the Goldman Sachs Global Investment Research division. Prior to joining Goldman Sachs, Marty worked at Freddie Mac, and was a professor at the University of Michigan Business School in the Statistics and Management Science department. Marty's research focuses on residential and commercial mortgage modeling, housing economics, and consumer credit. Marty holds a PhD from the University of Michigan and a BS from Case Western Reserve University. 
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Event Contacts for 7th Annual Residential Mortgage Servicing Rights Forum

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*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.

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*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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