Kenneth Adler

EVP-Head Of Capital Markets
Caliber Home Loans

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

Simon Aldrich

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)

Tim Allen

CMB® Founder & CEO
aboutMYmortgage.com

Tim D. Allen, CMB®, is Founder and Chief Executive Officer of aboutMYmortgage.com, LLC. aboutMYmortgage.com is built around Tim’s USPTO patent #8,660,939 titled: “Method for Mortgage Customer Retention" issued in 2014. "I created About MY Mortgage (aboutMYmortgage.com) to best engage the “Golden Rule” in lending by empowering the public to make the most informed decision possible when financing. We provide an otherwise unavailable win/win opportunity for borrowers, their mortgage servicers and MSR investors!" Tim has over 25 years leadership experience in mortgage banking and customer retention managing both mortgage retail sales and mortgage operations. He is a past president of ... (view full description)

Bill Berliner

Director of Analytics
MCT Trading

Bill is Director of Analytics for Mortgage Capital Trading.  He has over 34 years of experience in mortgage and MBS Research, Trading, and Operations, beginning in the back office of Bear, Stearns in 1985.  He joined Countrywide Securities as a CMO trader in 1996, and eventually was head of the Trade Strategies Group, responsible for the firm’s research publications and articles. After leaving Countrywide, he served as a consultant focusing on risk management and asset valuation, and joined MCT in early 2017.  He has co-authored two editions of a textbook on MBS with Frank Fabozzi and Anand Bhattacharya, and has written or co-written almost twenty book chapters and articles.  He has taught c ... (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)

Paul Birkett

Managing Member
Automation Holdings LLC

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

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

John Britti

Executive Vice President and Chief Investment Officer
Ocwen Financial Corporation

Kevin Brungardt

CEO
RoundPoint Mortgage Servicing Corporation

Since 2010, Kevin Brungardt has served as Director and Chief Executive Officer of RoundPoint Mortgage Servicing Corporation. Mr. Brungardt has over 20 years of broad executive leadership experience, managing major functions of the mortgage business at top 5 institutions including international banks and Fannie Mae. Prior to joining RoundPoint, he served as Managing Director for CitiMortgage where he was head of national fulfillment and operations, managing multiple mortgage functions domestically and abroad. He served as Vice President for Fannie Mae for its National Servicing Organization overseeing the largest Counterparties representing over $1T of Fannie Mae’s serviced loan portfolio and ... (view full description)

Anatoly Burman

CIO, CTO
Alesia Re

Anatoly has over 30 years of experience in analyzing, structuring, assessing  ALM suitability, trading securities and managing portfolios for insurance  companies and institutional investors. Prior to cofounding Alesia, 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)

Jaclyn Carey

VP, Transaction Management
Incenter Mortgage Advisors

Jaclyn Carey is Vice President of Transaction Management at Incenter Mortgage Advisors, LLC ("IMA"). In her time at IMA, Jaclyn has managed mortgage servicing trades totaling over $450 billion of principal balance. Jaclyn advises clients on all aspects of bulk and co-issue servicing transactions, providing critical market color and guidance to faciliatate the best outcome. 

Prior to joining IMA, Jaclyn worked for Promontory Financial Group. Jaclyn is a graduate of the University of San Diego School of Law (JD 2011), where she was an editor of the International Law Journal, and Wheaton College (BA 2005). 

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 25 years of diverse mortgage banking experience. In addition to MIAC, he has a proven track record of advising companies, including Wells Fargo, Wachovia, Irwin Mortgage, and Bank One Mortgage (now Chase Mortgage) on servicing valuation and overall corporate growth. Michael is experienced in both Static and Option Adjus ... (view full description)

Kevin Carroll

Vice President
Quantitative Risk Management

Kevin Carroll is a Consultant at Quantitative Risk Management (QRM). As part of QRM’s Mortgage Banking practice, he works with clients to help them achieve best practices in the areas of mortgage pipeline management and enterprise risk management. In this role, he meets with clients to assess their existing practices, understand their challenges, and identify solutions. For the last several years, his efforts have focused on assisting clients with modeling the CCAR and DFAST stress tests. He has also collaborated with clients to implement general income forecasting and consulted with non-banks on modeling stress scenarios. Tactically, he offers expertise in rate lock modeling, valuation, ris ... (view full description)

John Coleman

SVP, MD, Fixed Income Group
RJO'Brien

John has been managing the Fixed Income Group of R.J. O'Brien since its inception 22 years ago. With now over a quarter century of experience in the futures industry, John has been involved in several aspects of the business emphasizing construction of cost-effective interest rate hedge strategies and processes.  John is responsible for the Fixed Income Group's research and developed its propriety HedgeBuilder software. In addition to regularly speaking at risk management conferences, John is cited in Fabozzi's Handbook of Fixed Income Options, published in Institutional Investor and a frequently quoted source in industry journals and publications.

 

Chao Cong

VP, Product Management
Black Knight

Chao Cong is Vice President – Product Management for the Data & Analytics division of Black Knight, Inc. (NYSE:BKI), a premier provider of software and data and analytics to the mortgage and consumer loan, real estate and capital markets verticals. In this role, Chao manages Black Knight’s analytics solutions, including the AFT Prepayment and Credit Model, Mortgage Scores, and Dialer Optimizer. Chao also oversees Black Knight’s Home Price Index (HPI) and its Index Suite, which complements the HPI with an overview of prepayment and credit market performance, as well as insight into the status of the origination market.   Prior to joining Black Knight, Chao served at CoreLogic ... (view full description)

Richard Cooperstein

Director, Model Risk Management
Andrew Davidson & Co., Inc.

Richard Cooperstein, Ph.D. leads Model Risk Management at Andrew Davidson & Co., Inc. bringing decades of experience from various risk and policy roles in the mortgage market. His experience includes senior positions at Freddie Mac, Ocwen, HSBC Securities and Ranieri Partners. At the US Office of Management and Budget, he applied option pricing theory to value Federal guarantees and was one of the chief architects of Credit Reform. Richard is a published author and experienced speaker on applied option pricing and the economics of financial policy.

John Crane

Managing Partner-Bankruptcy
RAS Legal Group PLLC

Nitin Dave

Senior VP of Servicing & Agency Relations
Nationwide Mortgage Bankers, Inc

Nitin J. Dave is Senior Vice President of Nationwide Mortgage Bankers, headquartered in New York / New Jersey. He has over 35 years of experience in mortgage banking with a focus on mortgage Lending and Servicing operations and secondary marketing executions.  Mr Dave held Senior Manager, Director and Vice Presidentpositions during his 25-Year tenure at Fannie Mae, with National AND International responsibilities, which included the Oversight and Relationship Management of Fannie Mae's top 25 Sellers/ Servicers.  He represented FannieMae & The Urban Institute of America to help Create the Mortgage Banking AND MBS Landscape / Infrastructure (International Housing ... (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.
 

Steven Eisenberg

Managing Partner, CEO
Stern & Eisenberg, PC

Steven has an 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.

Mike Fontaine

COO/CFO
Plaza Home Mortgage

For more than 15 years, Mike has played a key role in the evolution and success of Plaza Home Mortgage. He is responsible for the day-to-day operations of the company's businesses and financial management, including strategic planning, overseeing Capital Markets, IT, Marketing and Servicing operations and the development of BREEZE, Plaza's loan origination system. Mike is a member of the Freddie Mac Advisory Committee, the California Mortgage Bankers Association's Board of Directors and holds the Certified Mortgage Banker designation from the Mortgage Bankers Association. A Certified Public Accountant, Mike has a Bachelor's degree in Management Science from the University of California, San ... (view full description)

Bill Greenberg

Co-Deputy CIO
Two Harbors

William Greenberg serves as a Managing Director, Co-Deputy Chief Investment Officer of Two Harbors, with primary responsibility for the investment and hedging strategy of the company’s portfolio of conventional MSR, as well as managing the investment securities portfolio. 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 risk related to over $100 billion of RMBS and whole loans issued and/or sold by UBS. Additionally, Mr. Greenberg was co-head of tra ... (view full description)

Derrick Gruner

General Counsel
Apollo Square Capital

Mr. Grüner possesses decades of real estate and finance industry experience. Prior to his role as General Counsel for ALTA Mortgage Capital and Strategic Holdings, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large AV-rated east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. He is a recognized lea ... (view full description)

John Guy

Director, National Business Development
Recovco Mortgage Management, LLC

John Guy – Director, Business Development - Mr. Guy has over 25 years of experience in the mortgage banking industry, specifically focused on loan trading and capital markets.  Prior to joining Recovco, Mr. Guy was Senior Managing Director of Business Development at Clayton Holdings, and has also held senior positions at Wingspan, Auction.com, Southbridge Investments (an affiliate of Fortress), Mission Capital Advisors, Bankers Trust, Ocwen Financial and Bank of America.  Mr. Guy’s career experience spans residential and commercial lending and capital markets, nonperforming and reperforming residential loan analysis, valuation and trading, residential mortgage servicing rights trading and re ... (view full description)

Philip Laren

Director MSR Services
MCT Trading Inc

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

Michael Lau

Chief Executive Officer
Pingora Asset Management

Michael Lau, currently CEO of Pingora Asset Management, has over 25 years of expertise in loan servicing, underwriting, quality control, IT, accounting, finance, capital markets, and business development. Throughout his career, Michael’s understanding of MSRs aided numerous companies through negotiating the sale of servicing rights on a flow and bulk basis.Prior to Pingora, Michael spent 12 years on the senior management team at Phoenix Capital, a leading firm managing the sales and valuation of mortgage servicing rights. His management of new business development, as well as existing client bases, mergers and acquisition, whole loan brokerage, and strategic planning helped to ... (view full description)

Ron Mass

Managing Principal
Almitas Capital

Ron Mass is managing principal of Almitas Capital. Prior to founding Almitas Capital, Mr. Mass was a senior portfolio manager and head of Structured Product Investments at Western Asset Management in Pasadena, California for 21 years. Mr. Mass chaired the Leverage Products Committee at Western Asset and was on the Broad Market Strategy Committee as well as the Risk Management Committee. Mr. Mass was responsible for management of over $100 billion of fixed income investments in Asset Backed, Commercial Mortgaged Backed and Residential Mortgage Backed Securities and responsible for management of the Public Private Investment Partnership with the US Treasury as well as closed end funds and dedi ... (view full description)

Stanley Middleman

President and Chief Executive Officer
Freedom Mortgage Corporation

Stanley C. Middleman is the founder and Chief Executive Officer of Freedom Mortgage Corporation, a national, full-service mortgage banker headquartered in Mount Laurel, NJ. The company is one of the 10 largest mortgage originators nationally and was ranked the top VA originator for 2016. Freedom Mortgage has been ranked in the Inc. 5000 list of America’s Fastest Growing Companies for five consecutive years, earning a place on the Inc. 5000 Honor Roll for 2017. The company attributes its significant expansion in recent years to robust organic growth and strategic acquisitions, reflecting the company’s commitment to industry leadership. Currently, Freedom Mortgage ... (view full description)

Tom Millon

CEO
Computershare Loan Services US

Tom Millon is CEO of Computershare Loan Services US, including Specialized Loan Servicing, Credit Risk Solutions, Capital Markets Cooperative, and Property Solutions.
 
Tom founded Capital Markets Cooperative (CMC) in 2003. Subsequently, Tom and his team grew CMC from a one-man operation to a leading national mortgage brand, delivering a broad range of services to over 500 institutional customers.
 
A Chartered Financial Analyst (CFA) and Certified Mortgage Banker (CMB), Tom is FINRA Series 3 licensed and is a member of the National Futures Association, the Association for Investment Management and Research, and the Security Analysts Society of San Francisco.
 

Hank Mol

VP, Analytics
Incenter Mortgage Advisors

Hank Mol is Vice President of Analytics at Incenter Mortgage Advisors (IMA), where he primarily focuses on MSR modeling and hedging strategy.  IMA has been providing industry leading MSR brokerage and analytics services since 2001.  Hank has extensive experience in interest rate, prepayment, delinquency, and mortgage rate theory.  Prior to joining IMA, Hank worked at Citizens Bank and Seneca Mortgage Investments where he was instrumental in their MSR acquisition initiatives.  Hank has his BBA in Finance and a concentration in financial analysis from James Madison University.
 

Thomas Piercy

Managing Director
Incenter Mortgage Advisors

Emily Potrykus

Director
Incenter Mortgage Advisors

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

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

Wade Pyun

Senior Vice President, Chief Risk Officer, and General Counsel
Altura Credit Union

Wade Pyun is Senior Vice President, Chief Risk Officer and General Counsel for Altura Credit Union, a financial institution based in Riverside California that manages $1.3 billion in assets and serves over 125,000 members. Prior to joining Altura, Wade worked in various leadership roles, including Senior Corporate Counsel, at U.S. Bank. His previous experience also includes advising the California state legislature on policy matters involving state consumer protection laws and regulations. Wade is frequently featured as a speaker at regional and national banking conferences, and he is a member of numerous industry steering and policy committees. Wade earned B. ... (view full description)

Al Qureshi

Managing Director
Blue Water Financial Technologies

As a senior managing director, Al brings over 20 years of experience in mortgage and capital markets to Blue Water’s senior management team. Immediately prior to joining Blue Water,  Al Qureshi was the President of Incenter Portfolio Advisors for more than two years. At Incenter, Al developed various MSR related hedge strategies and valuation models as well as a bulk execution Platform called MSR-X. Al brings all of these developments with him to Blue Water and is excited to continue to build upon these strategies in a dynamic, sophisticated and client-focused environment. Prior to joining Incenter, Al served as Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. Al has al ... (view full description)

Tom Rettinger

MD, Portfolio Risk Management
PennyMac

Tom Rettinger is the Managing Director of Portfolio Risk Management at PennyMac, where he is responsible for managing the market risk of the Global Investment positions of their own Originator and Servicer, and the investment position of the Mortgage REIT. Prior to PennyMac, he was responsible for MSR Valuation and Hedge Strategy at Countrywide, HSBC and PNC Bank.  Mr. Rettinger holds an MS in Statistics and a BA in Mathematics, both from Rutgers University.

Mike Riley

Managing Director,Analytics
SitusAMC

Gregory Sanda

Partner
Schiller, Knapp, Lefkowitz & Hertzel LLP

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

Achal Shah

Vice President
MUFG Union Bank

Achal Shah, CFA, FRM is currently Senior MSR Valuation Analyst at MUFG Union Bank. Prior to that, he has worked in MSR Hedging and Investment Portfolio Analytics at BB&T Bank.

Achal holds a BE in Telecommunications Engg. from Mumbai University and MS in Financial Engg. from University of Michigan.

Viral Shah

Head of Capital Markets
Better Mortgage

Viral Shah is Co-Founder & Head of Financial Products at Better.com, where he oversees financial product innovation, the mortgage marketplace as well as recently launched marketplaces covering real estate brokerage, title insurance and homeowners' insurance. Viral’s experience spans consumer finance, capital markets, corporate development and strategy. At Better, Viral led the acquisition and integration of the mortgage lender that Better purchased in 2015, while concurrently running the $30mm Series A capital raise. Subsequent to the acquisition of Avex Funding, Viral built out the capital markets infrastructure for Better, obtaining multiple warehouse lines and establishing a loan mark ... (view full description)

Raymond Slater

MSR Portfolio Manager
Cherry Hill Mortgage Investment Corp.

Mr. 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 M ... (view full description)

Stefan Szilagyi

Risk Modeling Manager
FHFA

January Taylor

Attorney
McMichael Taylor Gray, LLC

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

Jason Vinar

Managing Director
Two Harbors Investment Corp.

Jason is a member of the Investment Team at Two Harbors and focuses on managing and acquiring a portfolio of Mortgage Servicing Rights.  Two Harbors has been investing in MSR through both bulk and co-issue flow channels since 2013 and actively manages a portfolio of $90 billion position as of September 30, 2017. Since 2010, Jason has been a Lecturer, Master of Financial Mathematics at the University of Minnesota. Jason received a Bachelors of Science in Mathematics and Economics from the University of Wisconsin – Eau Claire, and a Master of Financial Mathematics from the University of Minnesota.
 

Thomas Walsh

Executive Vice President
Rushmore Loan Management Services, LLC

Tom Walsh currently serves as President of Rushmore Loan Management Services, a subsidiary of Roosevelt Management Company, responsible for management of mortgage assets including loss mitigation strategies, loan administration and mortgage servicing.  Prior to joining Roosevelt in August 2008, Tom served as Senior Vice President at Morgan Stanley for 4 years leading the servicing oversight function responsible for third party servicing relationships, master servicing and asset risk management for the retained and securitized mortgage portfolio. Tom also held the position of Department Head at Freddie Mac HOMESTEPS for 6 years and positions of Manager of Business Processes, Director of Opera ... (view full description)

Toby Wells

CEO
Specialized Loan Servicing (SLS)

Toby is chief executive officer of Specialized Loan Servicing (SLS), and president of Computershare Loan Services, a business unit of Computershare Limited (ASX: CPU).    In his role at SLS, Toby oversees all operational and financial activities for the company, promoting strategic business opportunities and driving key growth initiatives.  Toby was one of the original founders of SLS in 2003, leading it to become one of the highest-rated special servicers in the U.S.  He continues to build upon the company’s responsive client service approach, industry expertise, and innovative technologies.  He previously served as president and chief financial officer of SLS.  Prior to SLS, To ... (view full description)

Michael Wilkinson

VP of Business Development
Dovenmuehle Mortgage

Marissa Yaker

Managing Attorney- Foreclosure
Padgett Law Group

Marissa M. Yaker, Esq. is the Managing Attorney of Foreclosure for Padgett Law Group (PLG). PLG is a full-service creditors' rights law firm with GSE compliant practices in Florida, Georgia, Tennessee, Texas, Ohio and Arkansas. The firm's practice offers exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders.  Marissa's practice is primarily focused on creditor’s rights and foreclosure, an area of law in which she has actively practiced for five years. Marissa sits on the Florida Bar’s Grievance Committee of the Fifteenth Judicial Circuit and recently se ... (view full description)
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Event Contacts for The 2nd Annual Residential Mortgage Servicing Rights Forum (West)

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*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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