Stephen Adamo

President & Chief Executive Officer
Weichert Financial Services

No biography specified

David Akre

Managing Director
Five Oaks Investment Corp.

Since April of 2013, David Akre has been leading the strategic development in Non-Agency investments, securitization and originations at Five Oaks Investment Corp., a public mortgage REIT based in New York, NY. Five Oaks went public in March of 2013 and is currently operating a jumbo loan conduit and securitization business. From 2009 to April of 2013, David Akre ran Whole Loan Capital, a loan sale and mortgage servicing advisory firm located in New York. From 2003 until 2009 Mr. Akre was Co-Chief Executive Officer, Vice Chairman, and on the Board of Directors of New York Mortgage Trust (NASDAQ: NYMT), a REIT he developed and co-found ... (view full description)

Steven Albert, MAI, SRA

President
Allstate Appraisal LP

Steven S. Albert is the President of Allstate Appraisal, L.P., a Chicago-based national Appraisal Management Company in business since 1959. Allstate provides residential and commercial valuation and appraisal review services in all 50 states and has grown into one of the nation’s premier providers, catering to a diverse list of local and national lenders, mortgage insurance companies, Fannie Mae, HUD, the SBA, law firms, and the FDIC. Steve's professional credentials include the MAI and SRA designations from the Appraisal institute, as well as Certified General Licensure in the states of Illinois, Indiana and Michigan.

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)

John Berczuk

Vice President
Wells Fargo

John Berczuk is a Vice President-Director Mortgage Asset Services Servicer Oversight (MASSO) for the Corporate Trust Division of Wells Fargo. Mr. Berczuk is responsible for working with all Servicers responsible for RMBS portfolios Master Serviced by Wells Fargo to ensure adherence to Servicing Agreements, facilitating Servicing Transfers and maintaining Rating Agency relationships. Prior to taking on this role in October 2012, Mr. Berczuk oversaw the Product Development, Portfolio Analytics and Surveillance, and the Default Oversight divisions of Wells Fargo Corporate Trust. Prior to joining Wells Fargo in May 2007, John spent three years as the Vice President of Operations at ... (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)

Ranjit Bhattacharjee

Managing Director
Citi

Ranjit Bhattacharjee is a Managing Director and Head of Capital Markets for Citi Mortgage Inc. Ranjit joined Citi Mortgage in 2009 and prior to that was Global Co-Head of Quantitative Analysis for Citi Markets and Banking.  Ranjit was also Head of NY Interest Rates Products Quantitative Analysis Group from 2002 – 2007 and during that time was responsible for all USD term structure modeling and interest rate derivatives pricing.   Ranjit has developed term structure models for mortgage-backed securities as well as worked on the pricing of exotic interest rate derivatives.  Ranjit has been at Citi since 2000 and prior to that worked for Edison Mission Marketing and Trading, where h ... (view full description)

Scott Buchta

Head of Fixed Income Strategy
Brean Capital

Mr. Buchta is a Managing Director and the Head of Fixed Income Strategy at Brean Capital, LLC. Mr. Buchta has over 27 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, interest rat ... (view full description)

Jorge Carvallo

Vice President
Banesco USA

Jorge Carvallo started his bankkng career in 1969 with Chemical Bank, New York, where he completed the Senior Managment Training Program. In 1978, he moved to South Florida where he has held executive positions with several local community banks including Royal Trust Bank, TotalBank, County National Bank and The Trust Bank (as President and CEO). He joined Security Bank, N.A.(SBNA) four years ago as Executive Vice-President and Chief Credit Officer. Banesco USA acquired SBNA in May, 2012 and operates a as a midsized community bank in South Florida with offices in San Juan, Puerto Rico. His experience has been mainly in the problem asset/loan work out areas as well as in international and com ... (view full description)

Nitin Dave

Vice President of Securitization and Servicing
Southern Trust Mortgage, LLC

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

Bob Dowell

Managing Member, Analytics
Interactive Mortgage Advisors

Bob Dowell – Managing Member, Interactive Mortgage Analytics, LLC Bob has 26 years’ experience within the mortgage industry, with the last 16 years performing analytics on mortgage servicing portfolios. Analytics work includes both buyer and seller representation in mortgage servicing rights transactions, third party mark to markets, Co-Issue Pricing grids, MSR transaction management/reconciliation, and advisory work related to MSR accounting functions. Bob’s work experience work 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. Bo ... (view full description)

Michael Drayne

Senior Vice President-Office of Issuer and Portfolio
Ginnie Mae

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

Michael Dubeck

CEO & President
Planet Financial Group, LLC

Mr. Dubeck possesses over 28 years of experience within the financial services industry with a focus on capital commitment and risk management across a broad range of residential real estate assets.Prior to joining Planet Financial Group, Mr. Dubeck held a variety of leadership roles within Morgan Stanley including Managing Director and Co-Head of the U.S. Residential Mortgage Business where he was responsible for the mortgage trading desk and capital markets for three lending subsidiaries. In addition, Mr. Dubeck was responsible for the acquisition pricing and risk management of servicing acquisitions where he doubled the servicing platform in 10 months through third party acqui ... (view full description)

Mike Duncan

Senior Hedge Manager
Compass Analytics

Mike joined Compass Analytics as an Account Manager in December 2011. He manages Pipeline and MSR clients and assists with the development of the Compass Analytics MSR cash flow and pipeline risk management models. Prior to joining Compass Analytics, Mike spent 4 years at Bank of America working on their Assignment of Trade pricing analytics desk and covering large mortgage originators as a National Account Executive. His current responsibilities include hedging the pipeline risk for a number of large mortgage originators, assisting with MSR model client training and development, working with Correspondent Investors on behalf on Compass and its clients, and providing software demonstratio ... (view full description)

Tim Forrester

Chief Financial Officer
United Shore Financial Services

No biography specified

Brian Gardner

Senior Political Analyst
Keefe Bruyette & Woods

No biography specified

Charles Gelinas

Partner
Dentons

Charles Gelinas is a partner in Dentons' Capital Markets practice. His practice includes the representation of financial institutions and corporate borrowers with respect to first/second lien and senior/mezzanine loan financings; asset-based revolving credit facilities; repurchase agreements; warehouse financing transactions; and other financing transactions.  In addition, his practice also includes mortgage servicing rights, excess spread and servicing advance facilities and the acquisition, disposition and financing of mortgage servicing rights and associated servicing platforms. Finally, Charles has extensive experience representing transaction parties ... (view full description)

Kathy Gibbons

Sr Advisor for Policy and Program Development
Ginnie Mae

No biography specified

Larry Goldstone

Executive Vice President
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)

Bernard Gordon

Director
BlackRock

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

Teresa Gregory

Managing Director Mortgage Services
York Traditions Bank

No biography specified

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.

Matthew Hackett

Operations Manager
Equity Now Inc.

No biography specified

Brian Hale

CEO
Stearns Lending

Brian Hale is a 35-year veteran of the mortgage business and is one of the most recognized executives in the industry. Brian most recently served as President, National Production Executive at MetLife Home Loans, the residential mortgage division of MetLife Bank, N. A. Before joining Stearns in 2012, Brian held senior executive roles for several mortgage banking industry leaders. These have included Senior Retail Originations Executive at Bank of America, President and Senior Managing Director of Countrywide Home Loans’ Consumer Markets Division; and positions with Wells Fargo Home Loans and Fleet Mortgage. In 2011, American Banker magazine named Brian one of the Top 10 Most Interesting ... (view full description)

James Harrington

Managing Director
Shellpoint Mortgage Servicing

James Harrington currently serves as a Managing Director at ShellpointMortgage Servicing and is responsible for Investor Relations and Business Development. Mr. Harrington has over 19 years of industryexperience. Prior to joining Shellpoint,Jim was a Managing Director at Fortress Investment Group, and spent over nineyears at Lehman Brothers, where he was a Senior Vice President in the StructuredProducts Finance and Trading business. Duringhis tenure at Fortress, Mr. Harrington served in leadership positions inseveral industry groups including the Association of Mortgage Investors and theASF. Jim started his career at Bro ... (view full description)

Steve Harris

Managing Director
MIAC Capital Markets Group

Steve Harris joined MIAC in October 2013 as a Managing Director, head of Corporate Marketing and Business Development. With 30+ years of mortgage industry participation, Steve provides MIAC with an exceptional level of mortgage product knowledge, command of whole loan and MSR asset disposition alternatives. At MIAC, Steve is responsible for the development of new products, new lines of business, brokered transaction and valuation services. Additionally, Steve is directing MIACs client-facing relations to deliver MIAC's suite of software, brokerage services, hedging, valuation, and risk management solutions.  Steve also serves as president of MIAC Capital, ... (view full description)

Thomas Hiner

Partner
Hunton Andrews Kurth LLP

Tom is co-head of Hunton & Williams’ Structured Finance and Securitization practice and is a member of the firm’s nine-person executive committee. He also co-chairs the firm’s Corporate Team and has oversight over capital markets, private equity, M&A, REITs and other practice areas. In recent years, Tom has emerged as a national leader in mortgage servicer finance. He has led over 75 transactions for the financing of servicer advance receivables and investments in servicing-related cash flow in the last decade.

Todd Imwold

Vice President
AMC Servicing Solutions


Todd Imwold currently serves as Vice President of AMC Servicing Solutions where he is responsible for managing the consulting practice as well as the verification agent function. Mr. Imwold has more than 18 years of professional and consulting experience in the mortgage servicing industry including cash management, default and loss mitigation (FNMA, FHLMC, FHA, and Private), collection call centers, system development, commercial asset management and due diligence. Prior to joining AMC, Mr. Imwold served in leadership positions in several large, nationally recognized mortgage servicing organizations. He holds Bachelor of Arts degree in Economics from Yale University.

Geoffrey Jones

Managing Director
Tennenbaum Capital Partners, LLC

Managing Director, Tennenbaum. Prior to joining Tennenbaum, Mr. Jones worked as a Principal at Kohlberg Kravis Roberts & Co. in San Francisco.

Manish Kapoor

Managing Principal
West Wheelock Capital

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 experienc ... (view full description)

Erik Klingenberg

Chair, Capital Markets
Dentons

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

Jack Krupey

Managing Director
PRP Advisors


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

Jon Langlois

Partner
Buckley Sandler LLP

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

Philip Laren

Principal
PB Pacific Partners LLC

Mr. Laren has been involved in mortgage banking capital markets and risk management for over 25 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 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, South Carolina, Florida, Ohio, California, ... (view full description)

Jeffrey Levine

Managing Director
Houlihan Lokey

Jeffrey M. Levine is a Managing Director and Co-Head of the Financial Institutions Group (FIG) at Houlihan Lokey (HL).  Mr. Levine advises both independent and depository-owned mortgage lenders and REITs, nationally, as well as community banks in Florida, on corporate finance, M&A and asset sale transactions.  Houlihan Lokey is the global leader in middle market M&A and HL’s FIG practice has consistently been the most active advisor to specialty finance companies.   Mr Levine was previously a Managing Director at Milestone Advisors, where he headed that firm’s national mortgage banking advisory practice, and served on the company’s Board of Directors.  Mi ... (view full description)

Wayne Liu

SVP Secondary Marketing
Royal Pacific Funding

Wayne Liu is Senior Vice President of Secondary Marketing at Royal Pacific Funding where he manages the firm’s hedging and pricing strategies, QM/NonQM product development, and MSR portfolio strategies. Prior to joining Royal Pacifc Funding, Wayne was Exec Vice President at Prospect Mortgage where he oversaw all of the firm's Capital Market activities.  Wayne also held positions various trading, structuring, analytical, and management positions at Countrywide, Bank of America, Bloomberg, Tuttle & Co., and First Franklin.  Wayne graduated with a BA in Economics from UC Santa Cruz and is a Chartered Financial Analyst.

Laurie Maggiano

Servicing & Secondary Markets Program Manager
Consumer Financial Protection Bureau

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

Matt Maurer

Managing Director
MountainView Capital Group

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

 

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)

Shawn Miller

CEO
5 Arch

Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also co­founded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles ­based bankruptcy firm. Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)

Matthew Monahan

Director
Houlihan Lokey

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

Howard Nathan

GSVP - Mortgage Director of Finance
MB Financial Bank, N.A.

Howard Nathan GSVP – Director of Finance MB Financial Bank, N.A. As Director of Finance, MB Financial Bank, N.A, Howard is responsible for the day-to-day finance functions for the mortgage division. In addition to those responsibilities he also has oversight of the Corporate Development/Strategic Initiatives, Facilities, Human Resources and Vendor Management functions. Prior to joining MB Financial Bank (formerly Cole Taylor Bank), Howard served as Chief Financial Officer for several banking and mortgage companies, both private and public, including United Shore Financial Services, Pelican Financial Inc. and Washtenaw Mortgage Company. Howard is a Certified Public Accountant and ear ... (view full description)

Saket Nigam

Hedge Manager
Compass Analytics

Previously was an Agency Rates Trader with Bank of America specializing in GSE/SSA bullets,callables, and floaters. Currently a Hedge Manager for Compass Analytics, LLC. In my role I advise Banks,Hedge Funds, and Mortgage Originators on their mortgage pipelines, valuations, MSRs, accounting.

Mike Ondrovich

Senior Vice President-Capital Markets
Highlands Residential Mortgage

Mike Ondrovich joined Highlands in February 2015 as SVP of Capital Markets. Mike brings over 18 years of mortgage and securities markets experience to Highlands. Mike started his Capital Markets career at LaSalle Street Securities in the Chicago Loop in the mid to late 90’s. In late 2001, Mike transitioned to Waterfield Mortgage / Union Federal Bank of Indianapolis where he oversaw the loan sales execution of mortgage servicing rights from both the buy and sell side. His experience in structuring these transactions has given him a unique outlook on globally hedging servicing rights and production pipeline hedging. After the sale of Waterfield and Union Federal in 2005, Mike went to 1st S ... (view full description)

Edward Pinto

Co-Director & Chief Risk Officer
American Enterprise Institute

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

John Prendergast

Vice President of Supervision
Conference of State Bank Supervisors

John M Prendergast Conference of State Bank Supervisors Vice President Supervision John Prendergast serves as the Vice President of Supervision for CSBS. In this capacity John works to promote the development of initiatives for the state banking and non-depository regulatory agencies to better foster coordination and process improvement in both the mortgage and depository banking areas. John also provides expertise and support to state banking Commissioners regarding state and federal policy matters, as well as supporting the professional development division in the creation and delivery of non-depository related schools and programs. John formerly held the position of Chief Risk Officer at ... (view full description)

Trent Reasons

Acting Director, Office of Analysis, FSOC
U.S. Department of the Treasury

Trent Reasons is acting Director, Office of Analysis, for the Financial Stability Oversight Council (FSOC) at the U.S. Department of the Treasury. Mr. Reasons has been the chair of the Systemic Risk Committee and co-author of the FSOC Annual Report since 2012. In the fifteen years prior to his appointment at the U.S. Department of the Treasury, Mr. Reasons worked as a structurer and trader of securitized and derivative products, mainly in the residential real estate and corporate credit sectors at firms including Keefe, Bruyette & Woods, Lehman Brothers, WestLB, Credit Suisse, and Bankers Trust, where he began his career in interest rate derivatives trading. Mr. Reasons earned a BA degree ... (view full description)

Alona Rindal

Vice President & Assistant General Counsel
U.S. Bancorp

Alona received an MBA in Marketing from the University of St. Thomas in 2000 and held various positions in the banking industry, including Business Banking Officer for M&I, Bank Officer and Financial Consultant for Wells Fargo, and Marketing Channel Manager for U.S. Bancorp's First American Funds. Alona graduated from William Mitchell College of Law in 2008 and spent two and a half years at Anastasi & Associates, where she managed the firms real estate foreclosure practice and handled a variety of other general banking matters for her financial institution clients. Alona joined U.S. Bank in July 2011, and currently manages a team of in-house attorneys providing legal support to U.S. ... (view full description)

Randy Robertson

Managing Director, Head of Securitized Asset Investments
BlackRock

Randy Robertson, Managing Director, is the Head of the Securitized Asset Investment Team and a member of Americas Fixed Income within Alpha Strategies. Prior to joining BlackRock in 2009, Mr. Robertson spent 10 years with Wachovia Capital Markets, most recently as a Managing Director, head of the Residential Mortgage and Consumer Group, and co-head of Residential CDOs. In these roles, he was the business leader for the broad investment banking consumer and residential mortgage markets activities. He oversaw the strategic and operational management of the company's Distressed Asset Resolution default management team (DART), and the Chief Executive Officer of Verti ... (view full description)

William Roehrenbeck

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

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

Eric Rosenzweig

Principal
Stone Point Capital LLC

Eric L. Rosenzweig is a Principal of Stone Point. He joined the firm in 2006. Previously, Mr. Rosenzweig was an Analyst in the Financial Institutions Investment Banking Group at UBS Investment Bank. Mr. Rosenzweig is a member of the board of directors of Duff & Phelps Corporation, Home Point Capital Inc., Situs Group Holdings GP, LLC and affiliates of Amherst Holdings, LLC. Mr. Rosenzweig holds a B.S. from the Wharton School of the University of Pennsylvania.

Gene Ross

EVP Strategy & Business Development
LoanCare, A ServiceLink Company

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

Jesse Roth

Senior Vice President of Business Development
Auction.com

No biography specified

Dan Rudd

Senior Vice President
Quantitative Risk Management

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

Aaron Samples

EVP Director MSR
Stearns Lending

No biography specified

Gagan Sharma

President & CEO
BSI Financial Services

Gagan Sharma, President and Chief Executive Officer: Gagan acquired BSI Financial Services from a bank in 2006. Prior to BSI, Gagan founded a global outsourcing company serving the financial services and technology industries. He raised institutional equity financing and increased its labor force to more than 1,200 people before selling it. Prior to that, Gagan was a consultant with Deloitte, advising clients on matters of strategy and operations in the financial services and high tech industries. Gagan has an MBA from The Wharton School at The University of Pennsylvania and a B Tech from the Indian Institute of Technology, Delhi.
 

Nick Smith

Managing Director
Two Harbors Investment

Nicholas Smith has served as a Managing Director since 2012. Prior to joining the company, Mr. Smith was the Chief Investment Officer of Capital Markets at Green Tree Investment Management where he was responsible for the residential mortgage investment platform, including investments in whole loans and mortgage servicing rights. Before his time at Green Tree, Mr. Smith was as a Senior Trading Analyst and a Senior Financial Analyst at GMAC ResCap (formerly known as GMAC-RFC). Mr. Smith studied economics as an undergraduate at the University of Minnesota. Mr. Smith is also a member of the CFA Institute and CFA Society of Minnesota.

Micheal Stevens

Senior Executive Vice President
Conference of State Bank Supervisors

Mike is the Senior Executive Vice President at the Conference of State Bank Supervisors (CSBS). He is responsible for leading the organization’s public policy, financial supervision, federal coordination, communications, industry relations, and professional development functions. Mike also serves as the principal deputy to the state banking member of the Financial Stability Oversight Council. Prior to his appointment in September 2011, Mike served as the Senior Vice President for Regulatory Policy, representing the state banking system in the development of policy in the areas of financial stability, prudential supervision, and consumer protection. He joined CSBS in 1999 to work in al ... (view full description)

Brian Stewart,

Managing Director
MountainView Risk Advisors

Brian Stewart assists banks and mortgage companies with their mortgage servicing rights risk management needs. What Mr. Stewart enjoys most about his position is working in a quantitative finance field that integrates knowledge of the capital markets, statistical analysis, and database management into a single role. Before joining MountainView in 2008, Brian had a similar position at BB&T. He also earned a Bachelor of Business Administration degree in Banking and Finance from the University of North Florida, and he holds the Chartered Financial Analyst designation and the Financial Risk Manager certification.

Michael Stockman

Consultant, WMD Asset Management, President
MG Stockman Advisors

MGStockman Advisors, LLCSince its inception in 2011, MGStockman Advisors, LLC, brings clients the highest caliber capital markets, risk management, investment trading strategy assessment, due diligence and structuring, strategic advisory and capital introduction services. Mr. Stockmans current engagements include Investment Trading Strategy and Risk Management Advisory to WMD Asset Management, LLC, and as the Interim Chief Risk Officer for a boutique investment bank/ broker-dealer. In addition to offering broad capital markets expertise, Mr. Stockman brings his clients materially significant experience and insights in the residential and commercial mortgage markets. ... (view full description)

Patrick Tadie

Group Vice President of Global Capital Markets
Wilmington Trust

Patrick J. Tadie is Group Vice President at Wilmington Trust, N.A in the Global Capital Markets Group. He manages the group’s Global Structured Finance business, after initially leading product development, strategy, and sales. Prior to Wilmington Trust, he was at BNY Mellon, where he was Global Head of Product, Strategy and Chief Credit Officer for the Corporate Trust group; EVP and Business Executive for the Broker/Dealers and Alternative Investments groups; EVP and Global Business Head for Derivatives; and EVP of Structured Products for Corporate Trust. Tadie was also a Portfolio Manager at Freddie Mac, headed up Mortgage Finance at First Union, and was Business He ... (view full description)

Dan Thomas

Managing Director
MIAC

Daniel Thomas is a Managing Director, Client Solutions Group at Mortgage Industry Advisory Company (“MIAC”). Mr. Thomas joined MIAC in 1998. He is primarily responsible for the commercial and residential servicing transaction business of the firm as well as overall sales and strategic business development. He is a senior member of the MIAC Valuation Committee, which has oversight of the MIAC’s valuation methodology and assumption discovery process for residential and commercial asset classes. Mr. Thomas is the leading advisor to the commercial mortgage industry on the valuation and sale of commercial mortgage servicing rights. During his tenure at MIAC, Mr. Thomas has sold over $50 billi ... (view full description)

Diane Thompson

Managing Counsel, Office of Relations
Consumer Financial Protection Bureau

Diane E. Thompson is currently Managing Counsel in the Office of Regulations at the Consumer Financial Protection Bureau where she focuses on mortgage regulation, particularly mortgage servicing and the TILA-RESPA integrated disclosures. Previously, she was of counsel with the National Consumer Law Center, where she was the co-author of the NCLC treatise Truth in Lending and a contributing author to Mortgage Lending. She is a co-author of NCLCs report, At a Crossroads: Lessons from the Home Affordable Modification Program (HAMP), a co-author of The Truth, the Whole Truth, and Nothing But the Truth: Fulfilling the Promise of Truth In Lending, 25 Yale J. Reg. 181 (2008), and the author of Fore ... (view full description)

Gabriel Valenciana

MSR Valuation Manager
SunTrust Mortgage


MSR Valuation Manager at SunTrust Mortgage. Head of the Servicing Asset Management team and responsible for all valuation, model and assumption development, forecasting, stress testing, sale and acquisitions, retention strategies.
 
Prior to joining SunTrust in 2010, spent 2006-2010 as VP of Analytics at Interactive Mortgage Advisors and from 2001-2005 as a member of the MSR valuation group at Phoenix Capital.  He has a BS in Business Administration from the University of Colorado, an MBA from Regis University and he is a CFA charter holder.
 

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)

Sherry Walton

Director, Strategic Initiatives
Fannie Mae

No biography specified

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)

Jon Wishnia

Partner
Lowenstein Sandler LLP

Jonathan Wishnia is one of the nations leading corporate financing attorneys focusing in mortgage finance and receivables securitization. Jonathan has extensive experience advising clients on matters including the trading and financing of whole loans and servicing rights, the servicing of mortgage loans, and the securitization of various asset classes. Additionally, Mr. Wishnia counsels clients on secured and unsecured credit facilities, asset purchases and sales, mergers and acquisitions and other general capital markets matters. As a leader in this field, Mr. Wishnia has been recognized in Chambers USA in the area of Capital Markets: Securitization. Mr. Wishnias practice includes the re ... (view full description)
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INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
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Phone: +1 (212) 901-0506
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Event Specific Contacts for The 2nd Annual Residential Mortgage Servicing Rights

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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