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Kenneth Adler

EVP-Head Of Capital Markets
Caliber Home Loans

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

Tim Allen

CMB® Founder & CEO
aboutMYmortgage.com

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

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)

Shiv Bansal

Finance and Valuations, MSR
PennyMac


Shiv ran the MSR Valuation function for BB&T bank from 2009 to 2018. This function is responsible for producing valuation and risk analytics for the MSR portfolio. Prior to BB&T, Shiv worked for three years at EverBank in Jacksonville, Florida as an analyst for their MSR portfolio. Originally from India, Shiv moved to the United States in 2005 and earned his MBA (Finance) degree from University of Pittsburgh in 2006. In India, Shiv completed his Chartered Accountant certification in 2002 and worked with a large private sector bank as “Home Loans Credit Manager” for 2 years

Rose Barnabic

Director, Business Development
Andrew Davidson & Co., Inc.

Rosemary Barnabic, Director of Business Development, joined Andrew Davidson & Co., Inc. in 2012 and is responsible for the Mortgage Banking Sector, focusing on Non-Bank Originators and Servicers, Mortgage REITs, MI Providers, and Reinsurers.  Rosemary began her career in the mortgage business with Lehman Brothers’ Mortgage Research Group enhancing Lehman’s proprietary structuring analytics and conducting prepayment studies.  She later moved to Lehman’s MBS and ABS Sales and Trading desk, structuring new issue Agency and Non-Agency REMICs as well as ABS private placements.  She performed similar work for Nomura Securities’ MBS Sales & Trading desk before joining the Deposi ... (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)

Kevin Brungardt

CEO
RoundPoint Mortgage Servicing Corporation

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

Michael Carnes

Managing Director
MIAC

Michael Carnes – joined MIAC in September 2009 and is the Managing Director of the Capital Markets Group. Michael chairs the residential and commercial Mortgage Servicing Rights Valuation Committee’s and is responsible for all MSR valuation, modeling, and brokerage services at MIAC. He is a seasoned industry expert regarding mortgage banking and mortgage servicing rights with 25 years of diverse mortgage banking experience. In addition to MIAC, he has a proven track record of advising companies, including Wells Fargo, Wachovia, Irwin Mortgage, and Bank One Mortgage (now Chase Mortgage) on servicing valuation and overall corporate growth. Michael is experienced in both Static and Option Adjus ... (view full description)

John Coleman

SVP, MD, Fixed Income Group
RJO'Brien

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

 

Richard Cooperstein

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

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

Nitin Dave

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

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

John DelPonti

Managing Director
Navigant

Mr. DelPonti is a Managing Director with Navigant Consulting, Inc. (NYSE:NCI), in the Banking, Insurance, and Capital Markets practice and is based out of the Charlotte, NC. office.  Mr. DelPonti also heads the consumer finance related business process outsourcing group within the practice. Mr. DelPonti has over 30 years’ experience in banking, mortgage and consumer lending activities.   Specialties include compliance management/outsourcing, credit reporting/ Metro2® furnishing practices, lending consumer / mortgage services best practices, enterprise, risk management (including bank OCC/FRB/FDIC/CFPB regulatory), distressed workouts, capital markets operations, loan valuation, restruc ... (view full description)

Steven Eisenberg

Managing Partner, CEO
Stern & Eisenberg, PC

Steven has an extensive background in real estate and corporate matters including acquisition and sale of businesses and assets.  His practice also focuses on the representation of lenders and servicers in the enforcement and protection of their interests in the legal process, including foreclosure, bankruptcy, evictions, title claims, loan modifications, and litigation.  Having experience previously representing borrowers, Steven brings his unique perspective to the representation of his servicer, lender and business clients.

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)

T. Robert Finlay

Partner
Wright, Finlay, Zak, LLP

T. Robert Finlay is one of the three founding partners of Wright, Finlay & Zak.  Since 1994, Mr. Finlay has focused his legal career on consumer finance and mortgage-related litigation, compliance and regulatory matters.  Mr. Finlay is at the forefront of the mortgage banking industry, handling all aspects of the ever-changing default servicing and mortgage banking litigation arena, including compliance issues for servicers, lenders, investors, title companies and foreclosure trustees.  Mr. Finlay successfully guides clients through the complexities of litigation while being extremely mindful of their core values and business models.  He is a regular speaker (at industry events and for c ... (view full description)

Mark Garland

Managing Director-Analytics
MountainView Servicing Group

Mark Garland, Managing Director-Analytics at MountainView Financial Solutions, a Situs Company Mr. Garland leads the operations of MountainView’s servicing analytics team, which supports the company’s residential MSR transaction and valuation advisory services. In this role, he oversees the research and modeling of the variables and scenarios affecting the value of MSRs, and he oversees all of the activities involved in bringing clients’ MSR portfolios to market. Before joining MountainView in 1997, Mark served as Vice President of Financial Planning and Analysis at Dovenmuehle Mortgage, Vice President of Portfolio Management at PNC Mortgage, Director of Internal Audit at Source One Fi ... (view full description)

Chris Gavin

Partner
Cadwalader, Wickersham & Taft LLP

Widely recognized as an active and innovative attorney in structured finance, Chris Gavin represents issuers, borrowers, sellers, buyers, lenders, official lenders, hedge funds, private equity funds and other investors in U.S. and international structured finance transactions. the footprint and complexity of his financings span North America, South America, Europe, Australia and Africa. Chris advises clients in a range of cross-border transactions and structured solutions involving residential mortgage transactions, including whole loan sales, servicing transfers, repurchase and other warehouse facilities, and term securitizations for newly originated, seasoned and nonperforming l ... (view full description)

Bill Greenberg

Co-Deputy CIO
Two Harbors

William Greenberg serves as a Managing Director, Co-Deputy Chief Investment Officer of Two Harbors, with primary responsibility for the investment and hedging strategy of the company’s portfolio of conventional MSR, as well as managing the investment securities portfolio. Mr. Greenberg has over 25 years of experience managing portfolios of structured finance assets. Prior to joining Two Harbors in 2012, Mr. Greenberg was a Managing Director at UBS AG, holding a variety of senior positions with responsibilities including managing the mortgage repurchase liability risk related to over $100 billion of RMBS and whole loans issued and/or sold by UBS. Additionally, Mr. Greenberg was co-head of tra ... (view full description)

Joseph Grimes, III

VP - TPRM & MSR Financing
Fannie Mae

Name: Joseph A. Grimes, IIITitle: Vice President – Third Party Risk Management & MSR FinancingDivision: Single Family BusinessResponsibilities: Joseph A. Grimes III is Fannie Mae's Vice President – Third Party Risk Management & MSR Financing. He reports to the Senior Vice President and Chief Credit Officer – Single-Family Underwriting, Pricing, and Capital Markets. Grimes is responsible for  lender & vendor approval, eligibility, and compliance in the Single-Family business as well as all MSR financing transactions involving Fannie Mae guaranteed loans .  Experien ... (view full description)

Haukur Gudmundsson

Partner
Mayer Brown LLP

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

Matthew Hackett

Operations Manager
Equity Now Inc.

Shane Hartzler

Director of eMortgage Strategy and Operations
Fannie Mae

Tom Hiner

Partner
Hunton Andrews Kurth LLP

Tom is co-head of the firm’s Structured Finance and Securitization practice group and also co-chairs the firm’s Corporate Team. He is a versatile lawyer with broad corporate finance experience, having represented financial institutions for over 30 years in acquisitions, asset-based finance, structured secured lending, venture capital and asset securitization transactions. Tom’s career has been highlighted by innovative transactions and esoteric and novel asset-based financings based in a deep-rooted background in the fundamentals of traditional structured finance, capital markets, and real estate finance and asset securitization. Tom frequently works side by side with lawyers fro ... (view full description)

Scott Hirsch

Director-Corporate Finance
Towne Mortgage Company

Dean Hurley

Managing Director, Structured Products Group
MIAC

Dean Hurley is a Managing Director of Mortgage Industry Advisory Company (“MIAC”) where he handles valuations of Consumer and Commercial product. Mr. Hurley also engages in consulting, securities risk retention, stress testing and asset-liability management work for clients, and works with software development. He has been with MIAC since April 2009.   From 1998 to 2008 Mr. Hurley was part of the CMBS Group at Société Générale, where he developed the startup business plan for that business, performed structuring and completed the modeling and structuring of eight CMBS securitizations where Société Générale acted as either Co-Lead or Co-Manager with Deutsche Bank, Morgan Stanley, ... (view full description)

Geoffrey Jones

Managing Director
Tennenbaum Capital Partners, LLC

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

Manish Kapoor

Managing Principal
West Wheelock Capital

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

Erik Klingenberg

Chair, Capital Markets
Dentons

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

Joseph Kohout

Jr. Senior Vice President
Ventana Home Mortgage

Jon Langlois

Partner
Buckley LLP

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

Philip Laren

Director MSR Services
MCT Trading Inc

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

Michael Lau

Chief Executive Officer
Pingora Asset Management

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

Alex Levin

Director of Financial Engineering
Andrew Davidson & Co., Inc.

Alex Levin is Director of Financial Engineering at Andrew Davidson & Co., Inc.  He has developed innovative and efficient valuation models for mortgage-backed securities, including the Active-Passive Decomposition burnout model, the concept of prepay-risk-and-option-adjusted valuation, the method of Credit Option-Adjusted Spread and non-Monte Carlo shortcuts. His recent work focuses on the valuation of instruments exposed to credit risk, home price modeling, and projects related to the MBS crisis and credit-risk sharing.   Alex has been a speaker at both academic and practitioner events and has published a large number of papers. He is co-author (with A. Davidson) of the book ... (view full description)

Jeffrey Levine

Managing Director/Co-Head of FIG
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)

Jay Lown

President & Chief Executive Officer
Cherry Hill Mortgage Investment Corp.

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

Alex McGillis

Sr. Product & Policy Leader
Quicken Loans

Tricia McKitty

Director
Freddie Mac

Tricia McKitty is a Structured Transactions Director in Single-Family Portfolio Management at Freddie Mac. Ms. McKitty facilitates deals primarily related to servicing rights transfers on a negotiated basis and also supports financing transactions. She has over 10 years of experience in the residential mortgage industry. Prior to joining Freddie Mac in 2012, Ms. McKitty was a Vice President in the Fixed Income Division of Morgan Stanley, where she managed and negotiated transactions for the purchase and sale of residential mortgage loans and related matters. Ms. McKitty previously practiced corporate law, representing issuers and underwriters in capital markets transactions. ... (view full description)

Colleen Mcdonald

Partner
Sheppard Mullin Richter & Hampton LLP

Ms. McDonald's practice focuses on securitization, structured finance and commercial finance transactions. She represents bank and non-bank lenders regarding the acquisition, sale and financing of a variety of assets, such as residential mortgage loan pools, mortgage servicing rights, leases, and distressed assets including mortgage loans, debt instruments and equity interests.   Ms. McDonald’s representative transactions include residential mortgage loan warehouse facilities, repurchase agreements, participation agreements, note purchase agreements, loan facilities secured by beneficial interests in assets held by Trusts, mortgage loan purchase and servicing agreements, interim servicing ag ... (view full description)

Stanley Middleman

President and Chief Executive Officer
Freedom Mortgage Corporation

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

Tom Millon

CEO
Computershare Loan Services US

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

Simon Moir

SVP and General Manager – Digital Mortgage
eOriginal

Serving as eOriginal’s SVP & General Manager of Digital Mortgage, Simon Moir focuses on the advancement and execution of eOriginal’s mortgage growth strategy, including the product roadmap, business development, sales and solution delivery to aggressively expand this business. During his career Simon has worked for both privately-held companies and specialty divisions of larger publicly-traded organizations. Previously, he served as Senior Vice President of Business Development at Savana. Prior to Savana, he was the Senior Director of Mortgage Technology at CoreLogic. Simon joined CoreLogic through its acquisition of Dorado, a successful, privately held mortgage technology co ... (view full description)

Michael Nedzbala

Partner
Hunton Andrews Kurth LLP

  Mike NedzbalaPartner and Co-Head, Structured Finance & Securitization Practice GroupHunton Andrews Kurth LLP Mike handles complex, fast-paced negotiations on a wide range of secondary market transactions involving residential mortgage loans and mortgage servicing rights. For over 25 years, he’s seen the asset class evolve from early days to bull market to financial crisis and beyond. His long-term perspective on mortgage loans and their regulatory overlay allows him to be creative and persuasive in even the most challenging deals, and makes him an effective advocate in large transactions involving novel str ... (view full description)

David Normand

Director of Business Development
TaskEasy

Brent Nyitray

Director of Capital Markets
iServe Residential Lending

Director of Capital Markets
iServe Residential Lending

Blogger at the Daily Tearsheet
http://thenadtearsheet.blogspot.com/

Prior

Bear Stears
Elliott Management
Mallet Capital Management

Edward Pinto

Director & Chief Risk Officer
American Enterprise Institute

American Enterprise Institute (AEI) resident fellow Edward J. Pinto is the director of AEI’s Housing Center. An executive vice president and chief credit officer for Fannie Mae until the late 1980s, Pinto has done groundbreaking research on the role of federal housing policy in the 2008 mortgage and financial crisis. Go to http://www.aei.org/author/edward-j-pinto/ for a head shot.

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)

Jennifer Press

Managing Director
Duff & Phelps

Jennifer Press is a managing director in the New York office of Duff & Phelps, LLC and part of the Complex Asset Solutions practice. She brings over 17 years of experience in pricing, trading, structuring, hedging and analyzing complex financial instruments across the structured credit industry. Her fixed-income and capital markets experience makes her adept at identifying and applying risk and valuation approaches that are appropriate to a spectrum of underlying product areas, positioning her as an industry expert with unique strengths in the valuation space. Jennifer is responsible for service capabilities in structured credit, ranging from esoteric products like mortgage servicing rig ... (view full description)

Al Qureshi

Managing Director
Blue Water Financial Technologies

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

Tom Rettinger

MD, Portfolio Risk Management
PennyMac

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

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)

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)

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 Rykowski

SVP - Chief Compliance Officer
WesBanco Bank, Inc

Pete Sack

Managing Director
Credit Suisse

Peter Sack is a Managing Director in the New York office of Credit Suisse. Pete heads Mortgage Finance at Credit Suisse, within Global Asset Finance. He oversees financing and securitization underwriting of newly-originated and seasoned agency, non-agency and non-performing residential mortgages and related assets, including mortgage warehouse financing.

Pete has worked in the mortgage business at Credit Suisse since 2001. Prior to joining the bank, Pete was an attorney with the law firm Orrick, Herrington & Sutcliffe LLP, where he advised clients in regard to residential and commercial mortgage securitizations and derivative transactions.

Samir Shah

President & CIO
MBS Mantra, LLC

Samir Shah is the managing member and CIO of MBS Mantra, LLC, a manager of investments that provide income producing, low beta strategies and portfolios for institutions and family offices.

Mr. Shah has 30 years of experience in MBS markets, in research at Morgan Stanley and Nomura, and in Sales and Trading at MBS specialist firms including Amherst Securities, Cantor Fitzgerald, and MF Global.

Rida Sharaf

SVP USRES Operations
USRES

Geoffrey Sharp

Managing Director
Eris Innovations

Mr. Sharp is responsible for Sales and Marketing at Eris Innovations, developers of Eris Swap Futures. As CME Group products, USD Eris Swap Futures are a suite of standardized swap contracts which simplifies the access and use of USD swaps. Prior to Eris, Mr. Sharp was a Managing Director in global interest rate markets at Nomura Securities and previously held senior derivatives trading and sales roles at Lehman Brothers in both Tokyo and New York. Mr. Sharp holds a B.Eng. from The University of Bristol, England.

Meagan Signoriello

Counsel
Lowenstein Sandler LLP

Meagan provides counsel to mortgage servicers, investment managers, originators and purchasers in regard to mortgage and servicing rights acquisitions, dispositions, financings, and conduits and various types of mortgage financing facilities. Her experience extends to counseling clients in connection with numerous servicing advance facilities and excess spread acquisitions or sales, as well as credit facilities, repurchase agreements and servicing agreements.  Additionally, Meagan offers guidance to mortgage servicers, ratings agencies and underwriters in connection with securitizations of residential mortgages, including securities backed by forward mortgages, reverse m ... (view full description)

Raymond Slater

MSR Portfolio Manager
Cherry Hill Mortgage Investment Corp.

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

Lee Smith

Executive Vice President/Chief Operating Officer
Flagstar Bank

Lee Smith joined Flagstar in May 2013 as chief operating officer. He brings to Flagstar extensive experience in financial management and operations. Prior to Flagstar, Smith was a partner with MP (Thrift) Global Advisers III, where he served as an outside adviser to the Flagstar management team and the compliance committee of the Flagstar board of directors. Prior to that role, he was a partner with MatlinPatterson Global Advisers LLC, the investment adviser to the MatlinPatterson family of private equity vehicles, where he worked with a number of portfolio companies across many industries. Before joining MatlinPatterson he was a senior director at Zolfo Cooper LLC in ... (view full description)

Steve Staid

Senior Vice President, Servicing
PHH Mortgage

Stephen Staid serves as Senior Vice President, Servicing, for PHH Mortgage and is responsible for growth and management of the company’s servicing portfolios. Mr. Staid joined PHH in 2017. Prior to joining PHH, he was the President of SEMS, LLC where he advised financial services companies on a range of matters related to mortgage origination and servicing and driving operational efficiency. From 2012 to 2015, he served as Senior Vice President and Loan Servicing and Support Operations business executive at Bank of America, where he was responsible for the company’s non-default related mortgage practices and a portfolio of over 5 million loans. Mr. Staid previously was Executive Vice Preside ... (view full description)

Stefan Szilagyi

Risk Modeling Manager
FHFA

Patrick Tadie

Senior 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)

Steve Tran

Partner/Attorney
eXL Legal

Steve is a Partner at eXL Legal, PLLC, where he represents local, state and national banks and financial institutions in all Florida State and Federal Courts. Steve began his career in a general practice litigation firm, specializing in First Amendment Law. Prior to joining eXL Legal, Steve has been with several creditors’ rights firms and has served as a Partner and managing attorney in the areas of foreclosure, default litigation and bankruptcy. He routinely lectures and trains on Default Litigation at Default Symposiums and Financial Institutions across the country.
 

Jason Vinar

Managing Director
Two Harbors Investment Corp.

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

Rob Wagener

Director of Policy
ACG Analytics

Robert Wagener, Director of Policy Robert Wagener joined ACGA in January of 2016. He covers a range of issues including financial services, housing, and other Congressional and regulatory policy actions affecting investment strategy in various U.S. industry sectors. Prior to ACGA, Robert served as legislative counsel to Representative Richard Hanna of New York.  He was responsible for handling a large issue portfolio that included healthcare, international trade, financial services, labor, and intellectual property.  Robert also spent time with the National Republican Senatorial Committee and Representative Peter King’s office. Robert graduated law sc ... (view full description)

Greg Walker

General Counsel
Towne Mortgage

Gregory Walker is General Counsel and Head of Compliance for Towne Mortgage Company.

Brian Webster

SVP - Strategic Planning Manager
Wells Fargo

Brendon Weiss

COO
MERSCORP Holdings, Inc.

Brendon Weiss is Chief Operating Officer of MERSCORP Holdings, Inc.  In this role, Brendon oversees the Customer Group, the Member Services Organization, Marketing and Media, and the eCommerce group while also identifying new business opportunities.    Prior to joining MERSCORP Holdings, Inc. in November 2016, Brendon was Co-Head of Government Affairs at Intercontinental Exchange (ICE), a leading provider of financial market infrastructure.    Joining ICE as part of the 2013 acquisition of the New York Stock Exchange (NYSE), Brendon led many of the policy and industry initiatives important to ICE and the NYSE.  He also chaired an industry committee created to improve ... (view full description)

Shengyu Zhang

SVP, Quantitative Manager
HomeStreet Bank

Shengyu is currently Senior Vice President and Quantitative Manager for HomeStreet Bank, with responsibility for Modeling, Valuation and Risk Analytics for MSR, Secondary Market, Asset and Liability Management, and Interest Income forecasting.  Prior to joining HomeStreet in 2015, Shengyu spent 5 years in Federal Home Loan Bank Seattle where he was the Market Risk Manager responsible for interest rate risk modeling, valuation and reporting. From 2009 to 2010, Shengyu was a Senior Risk Modeling Manager at Freddie Mac with responsibility of oversight on market risk and credit risk models. From 2004 to 2009, Shengyu worked at Washington Mutual as Quantitative Developer responsible f ... (view full description)
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Event Contacts for 5th Annual Residential Mortgage Servicing Rights Forum

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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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