Welcome to the Conference!

Transcription

1 Eastern Secondary Market Conference with Exhibits February 22-24, 2017 Networking Education Exhibits Welcome to the Conference!

2

3 Thank You Conference Sponsors!

4 Schedule of Sessions, Exhibit and Networking Time Session Room Wednesday and Thursday: Florida A Exhibits Florida B/C WEDNESDAY FEBRUARY PM Attendee Registration Please come to the MBAF Registration Desk to pick up your badge and conference materials 4 5 PM REALITY or MYTH? Learn what companies are doing today to prepare for an aging workforce. The time is now to think about our industry s future. Who will continue our work in the years ahead? All facets of our industry, including secondary is experiencing an aging workforce. We must take a proactive approach to seek out and develop the next generation of top talent. There are companies beginning to accept and embrace this challenge successfully. We invited three of them to share their why, the development and evolution of their programs, and the benefits and success they have experienced. Hear from: Chris Allen, Chief Talent Officer, Movement Mortgage, Sherry Graziano, Group Vice President, Campus Operations Leader, SunTrust Mortgage, Bobby Sapia, Director of Training and Dean of FBC Academy, FBC Mortgage, LLC Moderator: Tara Merritt, SecurityNational Mortgage Company 5 7:30 PM Opening Welcome Reception with Exhibitors We have 2.5 hours of great social time, with an open bar for the first 1.5 hours. There will be plenty of pre-dinner food to keep you going until your evening events. Come visit with your exhibitors. (Dinner on your Own/Client Dinners) Thank You Conference Committee Sandy Garcia (Committee Co-Chair) American Bancshares Mortgage, Inc. Pat Gaver (Committee Co-Chair) Capital City Bank Tim Allen, CMB aboutmymortgage.com Cammie Aucoin Plaza Home Mortgage, Inc. Michael Azzarello, CMB Caliber Home Loans Oscar Cuervo American Bancshares Mortgage, Inc. Michelle Knoebel, CMB Freedom Mortgage Tara Merritt SecurityNational Mortgage Company Rudy Orman, CMB Carrington Mortgage Holdings, LLC Herb Palmertree Branch Banking & Trust Co. Candice Racine Essent Guaranty, Inc. Scott Samlin, Esq. Alston & Bird LLP Josh Silber Universal American Mortgage Company Seth Sprague, CMB Phoenix Capital, Inc. Kevin Strickland, AMP SunTrust Mortgage Francine Villa American Bancshares Mortgage, Inc. Robert Villalon Mortgage Information Services, Inc. You will be ed all of the above shortly after the conference. Please take a couple of minutes to complete the evaluation as it helps in planning for the next conference, plus we always give you the option to join the planning committee, please do! Thank you for attending!

5 Schedule Continued THURSDAY FEBRUARY 23 7:30 9 AM Breakfast with Exhibitors 12 1:30 PM Closing Networking Luncheon with the Exhibitors 1:30 2:30 PM Mortgage Servicing Rights (MSR) Liquidity Panel Mortgage Servicing Rights (MSR) Liquidity Panel and How it s Impacting Profitability Rock star panel of MSR experts will discuss the state of the mortgage servicing rights (MSR) market and how its liquidity is impacting originations, pricing and profitability of mortgage originators. Who is buying MSRs, who is selling MSRs and how the current MSR market conditions are impacting the origination market. Aaron Samples, Executive Vice President Stearns Lending Tom Millon, CMB, CFA, President and Chief Executive Officer Capital Markets Cooperative AM Networking Break with Exhibitors Stan Middleman, President, and Chief Executive Officer 11 AM 12 PM Investor Panel: Trends in Execution and Pricing of Freedom Mortgage Moderator: Seth Sprague, CMB, Phoenix Capital, Inc. Mortgage Loans Hear from the industry experts discussing the latest trends in terms of liquidity and pricing of mortgage loans. Panel will discuss current levels of investor demand for mort- 2:30 3:30 PM Compliance High Level for the Secondary Market gages, factors impacting the pricing, and outlook of liquidity for Who are the new investors and what mortgage products are CFPB 2016 Servicing Rule Amendments effect on secondary market most liquid? Updates on TRID focus on assignee liability and ways to cure/ Gray MacNair, Director, Capital Markets, Fannie Mae remediate errors Cameron Beane, Secondary Marketing Director, Capital Markets Risk Retention Rules go Live EverBank Case law updates; PHH vs CFPB; Madden vs. Midland Funding Michael Duncan, Senior Hedge Manager, Compass Analytics, LLC (federal preemption of state law usury) and Cash Call cases Moderator: Seth Sprague, CMB, Phoenix Capital, Inc. (who is the True Lender) 9 10 AM Economic/Housing Market Outlook, Lynn Fisher, PhD, Vice President of Research and Economics, MBA, Washington Learn how markets are adjusting in the post-election world and how a variety of potential policy shifts are expected to affect housing markets. In this session, Lynn will provide an Economic and Housing Market Update along with an update MBA s Task Force for a Future Secondary Mortgage Market led by MBA Chairman Rodrigo Lopez, CMB. Moderator: Kevin Strickland, AMP, SunTrust Mortgage 12 1:30 PM CMB Luncheon with Speaker Tom Millon, CMB, CFA, President and Chief Executive Officer, Capital Markets Cooperative Please RSVP on your registration form to attend this luncheon. This is for anyone interested in becoming a CMB or is a CMB. You will be in the right place to get assistance and mentoring for moving forward for your designation. Moderator: Rudy Orman, CMB, Carrington Mortgage Holdings (CMB lunch is in Discovery 44 on the 3rd floor.) Breakfast Florida Room C Sessions Florida Room B FRIDAY FEBRUARY AM Networking Breakfast Take this morning time to meet with your clients and get to know some new contacts 9 10 AM Rob Chrisman Moderator: Sandy Garcia, American BancShares Mortgage AM How to Grow your Company, the Right Way Ken Jones, Executive Vice President, First Guaranty Mortgage Moderator: Michael Azzarello, CMB, Caliber Home Loans Conference Concludes John Levonick, Director, Legal Regulatory Counsel, Compliance Services, Clayton Holdings LLC Scott McNulla, Compliance Officer American Mortgage Consultants (AMC) Moderator: Scott Samlin, Esq., Alston & Bird LLP 3:30 5:30 PM This is the Perfect Time for Appointments and Client Networking (Evening is Dinner on your Own/Client Dinners)

6 64th Annual Convention June 21-22, 2017 Special Discount! If you register now, during the conference, for the Convention in June, you will receive a discount of $50 Registration Forms are available at the MBAF Registration Desk. Turn it in before the end of the conference.

7 64th Annual Convention June 21-22, 2017 Presenting Jim Davidson As Our Keynote Speaker Resilience Expert, Professional Speaker Expedition Leader, Best-Selling Author SCHEDULE AT A GLANCE COMPLETE INFORMATION AVAILABLE ON OUR WEB SITE AT Tuesday June 20 Special Event for Habitat for Humanity that the Board of Directors and MBA of Tampa Bay will participate in. Wednesday June 21 7 AM 10 AM - 5 PM 2 4 PM 4:15-5:15 PM 5 PM 6 7:30 PM Thursday June 22 8 AM 8 9 AM 8 9 AM 9 10 AM AM 11 11:15 AM 11:15 AM 12:15 PM Golf Course and Info TBD Attendee Registration Annual Business Meeting and Sessions/Speakers Mortgage Disruption, Originating in a New Paradigm Jason van den Brand, CEO and Founder, Lenda David Wind, Head of Residential Mortgage, Earnest Inc. Incoming Local Chapter Presidents Meet / Greet Opening Welcome Reception CMB Society of Florida will be on hand to greet individuals that might be interested in hearing more about gaining their CMB. Dinner on your own 12:15 2 PM 2 3 PM 3:15 4:30 PM 6-7:30 PM Attendee Registration Attendee Breakfast Incoming Local Chapter Presidents Breakfast and Election of Local Chapter Representative MBA National Update, Marcia Davies, Chief Operating Officer, (MBA) Economic Update, Doug Duncan, PhD, Fannie Mae Refreshment Break Agency Updates Confirmed! Jean Wiles, Account Executive, Single Family Sales & Relationship Management, Freddie Mac Dan Rogers, III, Director, Atlanta Home Ownership Center Christy Moss, Senior Account Manager, Business Development, Fannie Mae Kathy Bernheim, Assistant Loan Guaranty Officer, VA, St. Petersburg Installation Luncheon and Brown L Whatley Award Presentation Executive Panel (Speakers TBA) Jim Davidson, Speaking of Adventure Cocktail Reception with All Convention Drawings to Take Place Here (Dinner on your own) Friday June AM Incoming Board of Directors Meeting and Breakfast

8