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JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

JP Ackerman is President of Strategic Real Estate Products at House Canary with specific focus on analytical product development and strategic advisory serving the development and institutional investment space.  HouseCanary provides data-driven technology solutions that enable lenders, appraisers and institutional real estate investors to make more informed, efficient and effective business decisions. The company is indexing details on every property, mortgage, consumer and neighborhood in the US to provide extensive detail on property, valuation, market behaviors, demographics and consumer insights. HouseCanary produces predictive analytics on 20,000+ submarkets across the nation, includin ... (view full description)

Mahir Allan

Managing Director
MJS-Financial

Peter Andrews

CEO
Dreambuilder Investments, LLC

Mike Biddle

Director of Analytic Technologies
Tech Essential

Michael Biddle is the Director of Analytic Technologies for Tech Essential, a subsidiary of American Mortgage Consultants, Inc. (AMC), in New York with operations in Denver, CO.  Tech Essential provides analytical solutions to the mortgage banking industry, which includes mortgage servicing rights valuation, mortgage valuation, and servicing surveillance and optimization.   Mike has been involved in mortgage analysis, banking, and asset management for nearly two decades, having held positions as CEO of Claren Financial Services, Director of Quantitative Analysis for Morningstar Structured Ratings, Vice President of Mortgage Analysis for Hudson Advisors, Chief Ris ... (view full description)

Jason Biegel

Managing Director
Angelo, Gordon & Co.

Jason Biegel joined Angelo, Gordon in February 2013 as a Managing Director on the firm’s residential and consumer debt investment team. Jason focuses on leading the build out and developing of the firm’s residential whole loan investment efforts. Prior to joining Angelo, Gordon, Jason worked at Lone Star Funds where he was the head of the residential whole loans business platform and Chairman of the Board of Vericrest Financial, Loan Star Funds’ residential mortgage loan servicer. Previously, Jason was a Senior Managing Director at Bear, Stearns & Co. where he worked on the Mortgage Trading Desk in New York. Jason holds a B.A. degree from Rutgers University.

Paul Birkett

Managing Member
Automation Holdings LLC

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

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

Rodney Cadwell

Strategic Advisor
OrangeGrid

Rodney Cadwell is a strategic advisor at OrangeGrid and provides advisory services to the financial services industry focused on helping clients identify and  realize business optimization by analyzing business practices, identifying areas for innovation, and deploying modernization techniques to positively disrupt their business.  With over 18 years of experience, Rodney is a proven leader and strategist combining his experience in technology and business, to deliver  successful outcomes.  He has demonstrated success in both technology and business leadership roles delivering industry leading software, large scale data management, and successful P&L management.&nb ... (view full description)

Louis DiPalma

Managing Partner
Garnet Capital Advisors

Lou DiPalma manages Garnet's client-origination and portfolio-sales efforts. He has been involved in over 500 such transactions; his asset brokerage experience includes credit cards, installment loans, mortgage and commercial loan products. Lou helped build Cohane Rafferty's distressed-asset sales and advisory business beginning in 1987 and has become a leading figure in this marketplace. As a founding member of the Keefe, Bruyette & Woods loan sales group (2002-04), Lou led the establishment of a successful practice providing financial-advisory services to debt-purchasing companies. He has written for and been widely quoted in numerous industry publications including American Banker, Th ... (view full description)

Gashar Dixon

Chief Acquisitions Officer
Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned ... (view full description)

Dean Engle

Manager
Park Tree Investments, LLC

Vandy Fartaj

Chief Investment Officer
PennyMac

Vandad Fartaj has been Senior Managing Director and Chief Investment Officer of PennyMac Financial Services, Inc. (NYSE: PFSI) since June 2018. He is responsible for all capital markets and investment-related activities, including the development and execution of investment strategies, secondary marketing and hedging activities. In addition, Mr. Fartaj is responsible for developing and managing relationships with broker-dealers and fixed income investors. Mr. Fartaj also serves as Senior Managing Director and Chief Investment Officer of PennyMac Mortgage Investment Trust (NYSE: PMT).   Previously, Mr. Fartaj was the company’s Chief Capital Markets Officer. He has served on the co ... (view full description)

Scott Fergus

CEO & CIO
National Community Capital LLC

Jeff Freud

Managing Director
United Asset Management, LLC

Troy Fullwood

Director
Pinnacle Investments

    Troy has owned and operated Pinnacle Investments on a full time basis since 1997. Troy has written over 175 articles on real estate investing, has spoken at over 40 industry conventions as well as participated in several radio talk shows about real estate note investing. He has been seen on ABC, NBC, Fox and CBS as well as a number of other media outlets.   Pinnacle investments is 20+ year nationwide principal buyer of 1st lien performing and non-performing real estate notes. Troy has assembled a team of professionals whose main focus is to quickly assemble and close each and every transaction. Troy has done over a Billion doll ... (view full description)

Alex Goldovsky

Founder & CEO
ProTitleUSA

Alex Goldovsky, Founder and CEO of ProTitleUSA - a leader in Nationwide Residential and Commercial Title Search, Analysis and Due Diligence Market, Consecutive 4 years INC5000 company. A mastermind behind a number of leading products in the title research industry,  Alex is also a highly sought after speaker on real estate investment and title specific seminars, radio and work groups. Alex has a Master's Degree and holds 9 US Patents.

 

Daniel Goodwin

Director of Mortgage Policy
SFIG

Dan is the Director of Mortgage Policy for SFIG, bringing over 25 years of experience in securitization, principal finance, and M&A with exposure to a wide range of asset classes. Immediately preceding joining SFIG, he was Executive Vice President of Hilltop Holdings, a financial holding company based in Dallas, TX.  Prior to that, Dan was a Managing Director at Bank of America Merrill Lynch, where he held a variety of positions over the years, including: Head of Advisory Services, Head of Asset Securitization and Principal Investing – Originations, and Co-Head of Home Equity Banking providing advice and capital to commercial banks, money managers, specialty finance companies ... (view full description)

Mike Greene

VP - Head of Sales
HouseCanary, Inc.

Mike leads the sales team at Housecanary. His team focuses on working with the financial services industry to maximize the leverage available from Housecanary's unique data and analytics. Prior to joining, Mike was a partner and research analyst at Bocage Capital, a global, multi-asset class hedge fund focused on the commodities sector. In his 5 years at Bocage, Mike built and managed the trading desk before assuming coverage of the global metals and mining business. Mike spent the 10 previous years in a variety of institutional sales, trading, and business development roles at Morgan Stanley, Fidelity, Bank of America, and Bloomberg. Mike earned an MBA from the Walter Haas School of Busines ... (view full description)

Chaz Guinn

President
Revolve Capital Group

Chaz Guinn is the President and Managing Director of Revolve Capital Group “Revolve”. Chaz, specializes in 1st lien NPL/RPL whole loan trading, and has built a track record of structuring, negotiating, and executing some of the largest trades in the lower-valued market segment.Over the past decade, Chaz established whole loan trading desks for two large private equity firms in the U.S. that managed well over a billion dollars in delinquent loans. Chaz has been focused on building lasting relationships with Wall Street, Investment Banks, GSE’s, large real estate funds, qualified national vendors and servicers to allow Revolve Capital Group ... (view full description)

Marc Heenan

Head of Originations
PeerStreet

Marc Heenan, Head of Originations Marc oversees the team that identifies and onboards lenders to PeerStreet, a platform for investing in real estate backed loans. Previously, Marc was First Vice President in OneWest Bank’s Commercial Real Estate Group where he managed a team that sourced new originations in the Bank’s $15-$40 million bridge lending program between 2013 and April 2015. Between 2011 and 2012, Marc oversaw a portfolio of distressed legacy commercial real estate loans for the Bank. Previously, Marc co-founded a firm which invested in distressed commercial real estate loans and has worked at Kennedy-Wilson and Merrill Lynch. He has a BA in History and Political Science and an MBA ... (view full description)

Jim Helfrich

Co-Founder & Managing Partner
HMC Assets

Jim Helfrich is the Co-Managing Partner of HMC Assets, LLC (“HMC”) and a partner at Wedgewood.   HMC, in conjunction with Wedgewood, manages numerous funds for the acquisition of Non-Performing and Re-Performing Residential Mortgages in select markets throughout the United States.  HMC sources, acquires, manages and liquidates pools of distressed mortgages with a focus on west coast markets.  Having achieved significant success in the acquisition and management of these investments portfolios, HMC is focused on providing foreclosure prevention alternatives to the borrowers while generating significant profits for its investors.             Prior to forming HMC Assets, LLC in 2009 ... (view full description)

Daniel Hoffman

Managing Director
Cerberus Capital Management

Prior to joining Cerberus in 2016, Mr. Hoffman was a Managing Director and Head of US Securitized Product Sales at RBC Capital Markets.  During 2010 to 2015, he was a Senior Managing Director and Head of Fixed Income Sales at Amherst Securities, followed by Managing Director at the merged Amherst Pierpont Securities. From July 2008 to 2010, he served as Managing Director in the Securitized Product Group at RBS.  Prior to that he was with Bear Stearns for 22 years serving most recently as a Senior Managing Director and Head of Securitized Product Sales, Interest Rate Sales and Middle Market Sales. Mr. Hoffman is a graduate of the State University of New York at Binghamton and received hi ... (view full description)

Ben Hunsaker

Portfolio Manager, Head of Structured Products
Beach Point Capital

Jeremy Joyce

Chief Investment Officer
Tourmalet Advisors

  • Chief Investment Officer, Tourmalet Advisors
  • Member of Board of Directors of Kondaur Capital Corporation 
  • Analyst focusing on small cap bank stocks, Pequot Capital
  • Vice President, Pequot Ventures
  • Senior Associate, PricewaterhouseCoopers
  • BBA in Accounting, University of Notre Dame; MBA in Finance, Columbia University

Mike Kelleher

Vice President
MountainView Financial Solutions

Michael Kelleher is Managing Director at MountainView Financial Solutions. In this role, he assists clients with the valuation, sale and purchase of residential whole loan and mortgage servicing right portfolios.   With over 11 years of mortgage industry experience, Mr. Kelleher has extensive experience valuing, bidding on or brokering residential whole loans. From 2013 until early 2017, he worked as a Vice President on MountainView’s trading desk, providing analytic and transaction process expertise that helped loan sale advisory clients efficiently and effectively execute trades.  Mr. Kelleher also supported MountainView’s opportunity funds, which focused on scratch and dent, n ... (view full description)

Sandor Lau

Chief Inspiration Officer
Noted Financial

Sándor Lau was born in a good mood and is a recovering landlord threatening to relapse. He's the founder of Noted Financial, specializing in nonperforming junior real estate mortgage investing since 2013. Sándor is a regular speaker at real estate investment associations, conferences like IMN and The Paper Source Note Symposium and other investing media. In his previous career he was an award-winning filmmaker, TV reporter and writer. At NotedFinancial.com you can subscribe free to receive Sándor's writing, videos, and conference discounts. 

Gerald Lemoine

President
The Lemoine Group, Inc.

As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 1,000 notes with a balance of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990’s, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.

Gary London

President
The London Group Realty Advisors

Gary H. London is a strategic consultant and real estate economist. His firm, The London Group Realty Advisors, is one-stop shop providing economic analysis, due diligence, packaging and capital access for real estate developers, investors and public agencies. His approach to services is unique. As feasibility analysts and market researchers, Mr. London's firm sees opportunities early. Often, they 'marry' clients with projects with clients with capital to invest. Project assignments span all real estate sectors including residential developments, office buildings, industrial, hotel retail and mixed-use projects. Projects include financial feasibility and market economic analysis for ac ... (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)

Nicholas Mah

Portfolio Manager
Oak Hill Advisors

Nicholas Mah shares portfolio management responsibilities for mortgage credit and whole loan investments.  He also has primary responsibility for trading residential mortgage-related products and serves as an investment analyst, focusing on various asset classes within the structured products sector. Mr. Mah previously worked in a similar capacity at The Blackstone Group and Fortress Investment Group. He earned a B.S. from Carnegie Mellon University, where he graduated with University Honors.
 

Bob Malecki

Managing Director
Notable Capital Management LLC

Bob Malecki is the Managing Director of Notable Capital Management which operates a series of private equity funds that invest in senior and junior distressed residential and commercial debt. Since 2007, Bob has been involved with the repositioning of both distressed debt and single family properties in key markets in the U.S. Through his various operating LLCs, Bob has raised private capital to build a substantial portfolio of residential notes & rental properties in North Carolina, Tennessee, Oklahoma, Texas and the Seattle metro area.  As founding member of the Notable Capital Fund, Bob works with individuals who seek to diversify their investment portfolios with alternative ass ... (view full description)

Richard Mason

Whole Loan Trader
Vertical Fund Group

Ron Mass

Managing Principal
Almitas Capital

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

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Ron McMahan

Chief Executive Officer
AMIP Management

Ron Mc Mahan is Chief Executive Officer of American Mortgage Investment Partners,  a nationwide alternative asset manager  specializing in the acquisition, management, and liquidation of distressed  real estate assts.  Mr. Mc Mahan has twenty years of experience as a financial and investment executive, and since 2000 has worked exclusively in the real estate industry, managing multiple distressed residential investment funds. At these funds Mr. Mc Mahan raised debt and equity financing, sourced NPL and RPL assets for acquisition, managed day-to-day operations, and established and developed all loss mitigation policies and procedures. Mr. McMahan obtained his MBS from California State Univers ... (view full description)

John Meager

President
FH Global Ventures Inc.

John Meager is a real estate investor who has gained broad experience in real estate, including direct experience in buying, selling, and negotiating real estate notes. Mr. Meager began his career in accounting just after college in 1995 with The Associates, followed by Alcatel-Lucent/Alcatel for five years, then Sipera Systems, a start up in Dallas. Mr. Meager launched his real estate career with the purchase of his first rental house in Mesquite, Texas, in 2003. Since then, he has founded multiple real estate companies which manage rental properties, fix and flip homes, buy and sell performing and nonperforming notes, and service mortgages. In 2017, he created a real estate fund, Financial ... (view full description)

Stacy Mestayer

COO
Oversite Data Services

Stacy Mestayer has practiced law in both the public and private sectors, developing expertise in corporate law and across multiple real estate verticals, including finance, title, closing and foreclosure. She joined ALAW and Oversite Data Services in 2012 to focus on applied legal strategy and analytics. In addition to operational oversight and business development, Mestayer is responsible for building the national network of attorneys and creating the rules-based decisioning engine that drive BestX, Oversite’s flagship data and business intelligence solution. BestX serves to enhance corporate governance across all industries through a secure, mobile-optimized tool that streamlines ... (view full description)

Sean Mills

Managing Attorney, Florida
O'Kelley & Sorohan, Attorneys At Law, LLC

Managing Attorney at O'Kelley & Sorohan, Attorneys at Law, LLC, a full-service real estate law firm with offices in Florida & Georgia A proud graduate of the University of Florida, Mr. Mills earned his Juris Doctorate from Florida Coastal School of Law in 2008.  After several years of practicing business litigation in Jacksonville, Florida, he returned home to Orlando and has since been focusing his practice on real estate law, representing a wide range of clients including national and local banks, private real estate investors and individuals in need of real estate advice and representation. Throughout his l ... (view full description)

Gordon Moss

CIO
Quixote Ventures

  Gordon began his career in real estate in 1985 as a commercial real estate broker in Orange County California.   He has been an avid student of the masters of all facets of the real estate and investing business for over 25 years.  He now owns and manages a portfolio of properties and notes full time and today is very passionate and active in what he believes is the best real estate and note investment opportunity we will see in our lifetimes. These 25 years of experience and focus give a unique perspective and Gordon takes great pride in the fact that he has a unique ability to make money in any real estate market.  Over the last sev ... (view full description)

Mahmood Motani

Fund Manager
Highclere Group, LP

As an entrepreneur for over thirty years, Mahmood has engaged in several aspects of real estate investing, such as rehabbing properties, owning a rental portfolio, and conducting short sales. In 2011, Mahmood founded Sena Capital, LLC to trade in residential mortgage notes. After successfully managing several note-investing syndications under that company, Mahmood was able to scale up the business to become Managing General Partner of Highclere Group, LP, his first note investing fund. Mahmood is aiming to launch a second fund in September, 2017. Highclere Group, LP is a private equity fund trading nationwide in mortgage notes of all categories—residential and commercial, perform ... (view full description)

Tai Nong

Director, Portfolio Management
NS Capital Management

Tai Nong is the Director of Portfolio Management for Neighborhood Stabilization Capital Management (NS Capital Management), www.nscm.us.  NS Capital Management is fund manager specializing in the acquisition and management of residential mortgage debt and real estate related assets.

Prior to NS Capital, Mr. Nong worked for Chase Home Finance, Caliber Home Loans, and US Bank in various loan servicing and management positions. Mr. Nong specializes in loan due diligence, risk, timeline, and portfolio management.
 

Rudy Orman

Head of Sales
Promontory MortgagePath

Rudy Orman is Head of Sales for Promontory MortgagePath, focusing on fulfillment.  Promontory Fulfillment Services provides licensed mortgage origination services efficiently and cost-effectively. We make the investment in compliance, technology and human resources in this highly-regulated and competitive market – and you get the benefits.

Rudy Orman
Head of Sales
Promontory MortgagePath LLC
Direct: 813-632-0614
Mobile: 813-415-1362
rorman@mortgagefulfillment.com


Rudy's prior employers were Carrington Mortgage Holdings, Marathon Asset Management and Goldman Sachs. 

Terrence Osterman

Managing Partner
PaperStac/MWMfund

TJ Osterman, is a Husband, Father, Entrepreneur, and is interested in positively impacting society anyway he can. His current interests lie in the alternatives market, REG A+ space, Millennial Generation, Gen Z'ers, Impact investment, Distributed ledger tech(blockchain), tokenization and helping to foster innovation, entrepreneurship and independent thinking. Tj has been in the Real estate investment world for around 17 years and his current project consists of helping the underserved homeowners of our country. TJ and the new fund Money With Meaning fund (MWMfund.com) do this by buying small balance distressed mortgage notes and using niche market based systems not broad theory based systems ... (view full description)

Gregory Paulus

Managing Director
Kreshmore Group

Greg Paulus has spent the last 30 years on almost every side of the table regarding real estate and business..  With 15 years of banking experience and 16 years of company start up, rapid growth, operations, real estate development, construction, investment and management experience, Greg has been a lender, borrower, investor, business founder, CEO, CFO, developer, workout consultant, receiver and distressed borrower over the course of his career.  His real estate experience ranges from small apartment properties to large subdivision development – for both lending and ownership.  Greg has just wound down from leading a series of teams working on the resolution, under a loss share agreement, ... (view full description)

Tony Peterson

Senior Vice President
Inglet Blair

Mr. Peterson joined Inglet Blair in March 2019 as Senior Vice President. His primary focus is on development and delivery of due diligence and related services for clients who are buying, selling and securitizing loans in the NPL/RPL space.  Prior to joining Inglet Blair, Mr. Peterson served in a similar role at Clayton for 3 years, and in various roles for Morgan Stanley over a span of 13 years.  Much of his focus was on NPL/RPL due diligence and transaction management, and he served for several years as Vice President managing due diligence for all bulk transactions.  

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

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

Wade Pyun

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

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

Dmitri Rabin

Portfolio Manager, Co-Head of Mortgage and Structured Finance
Loomis, Sayles & Company, L.P.

Dmitri Rabin is a vice president of Loomis, Sayles & Company. He is the co-head of the mortgage and structured finance group, with a focus on coordinating of the firm’s research and trading capabilities in this area. Dmitri co-leads the group in developing and implementing investment strategies for asset-backed securities, commercial and residential mortgage-backed securities and covered bond sectors across all fixed income products. He is also a co-portfolio manager for securitized credit investment strategies.  Dmitri has 18 years of investment industry experience. He joined Loomis Sayles in 2008 and has been a strategist responsible for global residential real estate, RMBS ... (view full description)

Matt Regan

President
LongVue Mortgage Capital

Matt Reilly

Head of Acquisitions
Stonecrest Financial

David Roberts

VP
JB Lloyd & Associates

I have over twenty years in the insurance industry with a focus on investor, REO and distresed real estate transactions. Our company offers multiple programs to meet client requirements. We can customize a program that reduces risk, monitors compliance issues and build a revenue stream for our client base.

Marlene Robinson

Senior Program Advisor
U.S. Dept of HUD

Ms. Robinson oversees all aspects of the sale of single family, multifamily, and healthcare defaulted mortgage notes for HUD’s Office of Housing, Asset Sales Office.      Ms. Robinson began her career in real estate in 1988 as commercial appraiser for the Department of the Navy.  From 1988 until she began her career at HUD in 2000, she worked in the private and public sectors as a commercial real estate appraiser, gaining considerable expertise in the appraisal of multifamily properties.  She joined HUD in June of 2000 as a multifamily Review Appraiser working out of the Atlanta Hub.  In June of 2002, Ms. Robinson accepted a position HUD’s Washington DC Headquarters in the Office ... (view full description)

Josh Sarchet

President
Northsight Management LLC

Josh Sarchet is the founder and sole owner of Northsight Management. As President, he is responsible for leading corporate strategy, operations and technical direction across the company in areas of networking, architectures, software, and information security. He works with a diverse set of Northsight business areas to drive innovation and strategic positioning, and supports business development activities, with support in product concept development and customer relations. Founded in 2009 as a single-state field service provider, Northsight quickly grew from a regional firm, into a highly successful and respected nation-wide provider. In addition to Josh’s strong work ethic and ... (view full description)

Jeremy Schneider

Senior Director
S&P Global Ratings

Jeremy Schneider is a Senior Director and Sector Lead for U.S. Residential Mortgage-Backed Securities (RMBS) within the Analytics & Research Group at S&P Global Ratings. Jeremy focuses on analytics, market developments, and outreach related to mortgage finance, housing, and credit as it relates to U.S. RMBS.   Jeremy joined the U.S. RMBS group of S&P Global Ratings in 2006. Since then, he has worked in both the new issuance and surveillance groups focused primarily on ratings and criteria development. Jeremy was heavily involved in criteria development for U.S. RMBS new issuance and surveillance of outstanding legacy U.S. RMBS ratings. He also publishes numerous comme ... (view full description)

Luke Scolastico

Vice President, Structured Products
Athene

Luke is a member of the structured products and mortgage teams. Prior to joining AAM, Luke was a Director in the Asset Finance Group at Credit Suisse where he was one of Wall Street’s leading bankers covering legacy mortgages, with an extensive record of success in RPL and NPL securitizations including the VOLT, PRET, BOMFT and GCAT platforms.  Prior to that Luke was a Senior Vice President at Bank of America where he served on the Secondary Marketing Management Committee as Head of Trading responsible for re-establishing Bank of America’s non-agency origination capability.  Luke started his career at Countrywide and spent 9 years working in structured finance and tr ... (view full description)

Rick Sharga

EVP
Ten-X

Rick joined Ten-X, the leading online real estate marketplace, in July of 2013 as Executive Vice President of the company’s Auction.com business unit. One of the country’s most frequently-quoted sources on real estate, mortgage and foreclosure trends, Rick has appeared on CNBC, the CBS Evening News, NBC Nightly News, CNN, ABC World News, FOX, Bloomberg and NPR; briefed government organizations such as the Federal Reserve and Senate Banking Committee; and corporations like JPMorgan Chase, Citibank and Deutsche Bank. Prior to joining Auction.com, Rick was an Executive Vice President for Carrington Mortgage Holdings, which owns and operates multiple businesses in the mortgage, real estate ... (view full description)

Tim Siebelink

CEO
Capital Financial Resources

Capital Financial Resources and Property Management LLC (CFR) is a privately owned company that specializes in distressed real estate. CFR’s goal is being able to provide quick solutions for home owners that are in need of quick results. Even though CFR wholesales, rehabs and retails properties as well it has rental properties in its own portfolio, our main focus right now is on the Non Performing note industry. We do purchase these assets for our own portfolio as well as with our investor partners. With these notes, we can help the home owner remain in their home if they wish by re-modifying the note that can meet their current financial condition as well as achieving our investment goal ... (view full description)

James Smith

President
Computershare Mortgage Solutions

  Jim Smith is President of Computershare Mortgage Solutions which includes Computershare Asset Management LLC, Computershare Title Services LLC and Computershare Valuation Solutions LLC. Leading a team of industry leading experts, Jim's directive is to provide products and solutions that meets’ the needs of the customer. Jim also serves as one of Computershare’s US Diversity Champions where he is committed to continuing to build a more diverse workforce throughout the United States. Prior to joining Computershare, Jim was a senior executive of Clear Capital as well as President of Urban Lending Solutions where he oversaw all areas of the company, including operations, fina ... (view full description)

Wayne Snell

Managing Director
Platinum Ventures

Wayne Snell is the managing director of Platinum Ventures. Wayne has been actively involved with real estate for over 10 years, first as a passive investor, and taking on an active role by purchasing his first single-family rental (SFR) in 2010. Platinum Ventures currently manages a portfolio of 1st lien mortgage notes, rental properties and REO’s across 18 states. Wayne’s extensive project management, team leadership and budget/financial governance experience uniquely qualifies him to manage large pools of notes to produce the most optimal profit outcomes for the company and its investors. For more information, please follow him on Facebook or LinkedIn, or visit www.platinumvent ... (view full description)

Sean Snook

SVP, Compliance
Claims Recovery Financial Services, LLC

Mr. Snook is an 18-year veteran of the Retail and Mortgage Banking industry, with the past 10 years being focused on default servicing with a specialization in claims and recoveries from various investor and insurers.  Sean is currently the Senior Vice President of Compliance for Claims Recovery Financial Services, LLC (CRFS). In this role, his responsibilities include maintaining compliance with current regulations and policies related to claim filing as well as default servicing guidelines, directing audits and process changes for the organizations, providing support to operational staff, and assisting in the development and delivery strategies on due diligence, portfolio analysis or other ... (view full description)

Michael Soliz Jr

President
1 Oak Advisory

Michael is the founder and operator of 1 Oak Advisory, a California Deed of Trust investment firm, located in Newport Beach, California. As a seasoned investor and specialized trader of California's residential mortgage assets.  Michael has carved a niche of providing a viable liquidity solution for existing California mortgage lien holders who seek to exit their delinquent investments now, rather than continue the lengthy and costly mitigation, foreclosure, bankruptcy, eviction and possibly, REO rehabilitation process.







 

Gene Spencer

CEO
Homeownership Preservation Foundation

  Gene Spencer serves as senior vice president for stakeholder engagement, policy and research at the Homeownership Preservation Foundation (HPF), the national nonprofit that operates the consumer hotline for Treasury’s Making Home Affordable program.  HPF has provided support to over 9 million at-risk consumers during the nation’s housing crisis and is the leading provider of post-modification re-default prevention counseling in cooperation with major servicing firms.   Spencer leads engagement with the federal housing agencies, policymakers, regulators and mortgage industry partners on business and policy matters. Spencer serve ... (view full description)

Hans Thomas

Executive Director
1/0 Capital LLC

Hans is a noted serial entreprenuer and fintech investor, featured in Bloomberg News, Asset-backed Alert and the Wall Street Journal for his work in new venture at 1/0 Capital and 10X Capital in NYC. He began his fintech career on the founding team at InternetCash (1999), a pioneering cryptography-based digital currency startup backed by the founder of Verisign, and then went on to become the founder of online jumbo mortgage firm RefinanceOne (2007 exit).  Most recently, Hans co-founded TheNumber, a revolutionary data & analytics platform widely used by top credit hedge funds, bulge bracket b ... (view full description)

Samuel Tucci

CEO
Resolute Property Solutions

Sam is the co-founder and CEO of Resolute Property Solutions, a provider of mortgage field services, property maintenance and repairs, and renovation services as a general contractor and construction manager. Sam is a results-oriented, decisive leader with proven success in new market identification and strategic positioning for multimillion-dollar construction and field services organizations. Track record of increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. An accomplished leader with experience in construction & maintenance, operations, strategic partnerships, and business development, S ... (view full description)

Nathan Turner

President
Earnest Inc

Nathan Turner is known in the note world as "the Canadian Note Guy". With a degree in Business Management, Nathan had owned his own businesses and been a franchisee before he discovered that real estate is in his blood. He got a taste for real estate investing in Canada starting in 2006, but shifted to US real estate two years later. He started in the states by creating loans and eventually evolved into buying non performing notes with the intention of taking back the house in order to seller finance. Having had the experience of working in key partnerships, Nathan then branched out on his own. He started  to build a portfolio in the spring of 2015 and since then has done well over 100 deals ... (view full description)

Terry Vaughan

Founder
CREonline.com

Terry Vaughan is an original. He's been introduced by Robert Allen, author of the all time best seller Nothing Down, as "the man who knows more about creative financing than all of us put together." Known for his innovative style and creativity - from real estate investing, through award-winning filmmaking - when Terry speaks people pay attention. After spending two years at the University of Arizona, he joined the US Army in 1965 as an enlisted man. He became a member of the prestigious Green Berets, completed OCS, was awarded his commission and rejoined Special Forces as an officer in South Vietnam. During his tour, as the Signal officer for 5th Special Forces Group & SOG, ... (view full description)

J.W. Warr

Financial Futurist & Philosopher
American Note Warehouse

JW Warr: Financial Philosopher and Futurist I always believed that the only conversation you should have about yourself is with yourself, so writing a bio is hard for me. I don’t really have much respect for the conventional wisdom way that most bios are written by listing proof of completion for taught courses. I only seem to learn things by understanding how they work, not memorizing how someone else says they work. I never graduated from college or did any scholastic study of finance. I believe that alone has aided me with the way I perceive things; I like to call it uncluttered thought. I do not approach things with a preconceived notion nor do I only accept things that prove my th ... (view full description)

Robert Woods

Asset Manager
NexGen Coastal Investments, LLC

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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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