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

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

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


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, 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

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

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

Hunton & Williams 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

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

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

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

Chief Operating Officer
Alpha Financial Engineering

Wayne Liu is Executive Vice President of Capital Markets at Prospect Mortgage where he manages the firm’s origination pipeline hedging strategies, pricing strategies, and MSR portfolio strategies. Prior to joining Prospect, Wayne was a GNMA trader and Non-Agency trader for Bank of America and Countrywide, respectively. He also held analytical positions developing fixed income analytics at Bloomberg and Tuttle & Company. He began his career at First Franklin selling MSRs and ended up running Secondary Marketing. His experience spans over 20yrs in the mortgage/fixed income capital markets and has various experience in origination, analytics, trading, securitization, and executive managemen ... (view full description)

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

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

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

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

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

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

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

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

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

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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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Specific Contacts for The 2nd Annual Residential Mortgage Servicing Rights


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Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit (Please email us at if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

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

Confidentiality and Security of Your Personal Data

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

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

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

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

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

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

How to Access, Update and Erase your Personal Information

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

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

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

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

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

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

This Privacy Statement was last updated in April 2012.

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