Program Brochure 13th Annual Eastern Secondary Market Conference with Exhibits February 24-26, 2016 Hyatt Regency Orlando
Wednesday February 24 1 PM Registration Opens 3 PM HUD, Fannie Mae, Freddie Mac Roundtables Dan Rogers, III, Director, Atlanta Homeownership Center Beth Millstein, Director, Business Development, Fannie Mae Christy Moss, Senior Account Manager, Business Development, Fannie Mae Phil Guth, Vice President, Business Development, Freddie Mac (Moderator: Nitin Dave, Hamilton Group Funding, Inc.) 5 6:30 PM Exhibits Open with Welcome Reception Thursday February 25 7:30 AM Registration Open 7:30 9 AM Breakfast with Exhibitors 9 10 AM Economic and MBA National Update Michael Fratantoni, Chief Economist, Senior Vice President, Research and Industry Technology, MBA, Washington, DC (Moderator: Sandy Garcia, American BancShares Mortgage, Inc.) 10 11 AM Networking Refreshment Break With Exhibitors 11 AM 12:30 PM Compliance, including TRID & CFPB Benjamin K. Olson, Partner, BuckleySandler LLP, Washington, DC Regina M. Lowrie, CMB, President & Chief Executive Officer, RML Advisors and Former Chairman, MBA, Washington, DC R. Colgate Selden, Counsel, Alston & Bird LLP (Moderator: Brian Moss, Stewart Lending Services) 2 3 PM Non-Agency Mortgage Products; This session will be a panel discussion about non-agency products available in the market for borrowers who do not meet agency guidelines. What are those products, how are they funded and what are the investor exit strategies? Our panel of experts include: William Pendleton, SVP of Portfolio Lending, Caliber Home Loans/Loan Star Funds Matt Nichols, Chief Executive Officer, Deephaven Mortgage/ Varde Partners Gary Manfredi, Senior Vice President, Business Lending Bayview Loan Servicing, LLC (Moderator: Michael Azzarello, CMB, Caliber Home Loans) 3 4 PM Doing Business with Ginnie Mae Mary K. Kinney, Executive Vice President & Chief Operating Officer, Ginnie Mae (Moderator: Nitin Dave, Hamilton Group Funding, Inc.) 4 5 PM Closing Networking Reception with Exhibitors and Drawings 12:30 2 PM Networking Lunch with Exhibitors 12:30 2 PM CMB Luncheon Meeting with Speaker Regina M. Lowrie, CMB, President & Chief Executive Officer, RML Advisors and Former Chairman, MBA, Washington, DC (Moderator: Carmen Fenn Drake, CMB, Stearns Lending)
Friday February 26 8 9 AM Breakfast 9 11 AM Capital Markets Secondary Marketing: Best Efforts to Co-Issue, an in depth discussion of Capital Markets Overview of Capital Markets including Delivering to Aggregators / Agencies what is the better execution? What execution options are present today? Service Released Versus Retained Decision MSR Market Today - who is buying, selling and price levels Phil Rasori, Chief Operating Officer, Mortgage Capital Trading Cameron Beane, Secondary Marketing Director, EverBank Seth Sprague, CMB, Senior Vice President, Phoenix Capital, Inc. Nitin Dave, Vice President of Servicing & Agency / Investor Relations, Hamilton Group Funding, Inc (Moderator: Seth Sprague, CMB, Phoenix Capital, Inc.) 11 AM Conference Concludes (11:15 AM 3 PM MBA of Florida Board of Directors Meeting Only)
Courtesy Check Please remember to be on time for the sessions you are attending so we can keep on track for session start and ending times. We know business calls sometimes but please be aware of the others around you that are trying to focus on the speaker and step outside for phone calls and texting. We appreciate that. Being mindful of so much hard work and time our speakers put into providing our conference attendees with their vast knowledge and expertise, we thank them in advance for their participation! Registration Information Badges Substitutions/Cancellation Policy Please review the schedule for registration and exhibit set up times to pick up your name badge and registration packet during these times only. Your full registration fee entitles you to attend all seminars, lunch, breaks and the receptions in the exhibit hall. Badges You will be given a name badge at the registration desk. This badge is proof of your registration and must be worn to all events. You must wear your badge to be admitted to all MBAF sponsored functions or have access to our area. Visit Your Vendors Conference Cancellations Please note: Refunds are provided minus a $100 cancellation fee if received and acknowledged in writing by January 20, 2016. No refunds can be provided after this date but we do accept substitutions. The MBAF must provide guarantees to the hotel and we are unable to make any reductions after our commitment is made. Dress Code Business attire is appropriate. We are excited to have a Vendor Trade Show that will be open on Wednesday and Thursday. You will see in the program listed in blue all non-conflict times to meet with the exhibitors. There is always a specific event in the room during these times, including a breakfast, breaks, two receptions, and the luncheon. This is the place to meet and greet everyone while enjoying some conversations and get caught up with new trends all the while enjoying some refreshments and food! We will again offer prize (s) with a drawing at the conclusion of the exhibit show on Thursday. You will be provided a card when you pick up your registration materials to use for this. It s very simple, just visit each exhibitor to get your card stamped. You will then turn in your completely stamped card by 4 PM during the final reception to be entered in the drawing. 4
Hyatt Regency Orlando Reservation and Hotel Information $239 Single/Double Occupancy 9801 International Drive Orlando, FL 32819 Tel: 407-284-1234 $15 Resort Fee Includes: I-Ride Trolley tickets daily to the International Drive area Local / Toll Free phone calls, and Incoming/Outgoing Faxes Fitness Center Access, Fitness classes, pool activities with bike rentals included 10% off Spa treatments and merchandise 2 bottled waters per day Reservation Cut-off Date is January 26, 2016 This property fills up quickly and is very busy in February during our conference dates so please make your room reservation early to make sure you get in. Hotel Online MBAF Personalized Reservation Link Hotel Toll Free Reservation Number: 1-800-233-1234 (If you call to make your reservation, mention you are attending the MBAF conference to receive the special rate.) Transportation Book Now (or to view all options) Click Here or call +1 407 284 1234 The hotel is convenient to the Orlando International Airport (MCO) at about 15-20 minute drive. Transportation other than rental cars approximate cost: Airport (MCO): Taxi: Estimated cost- $35-$45 Mears shared shuttle service: One Way- $20 Round Trip- $36 (Costs are subject to change.) International Drive has abundant choices for any networking event or dinner you want to plan. Also, the hotel resort fee includes two I-Ride Trolley tickets for unlimited use. Click Here to View the Trolley Map The hotel has many varied and excellent options from relaxed to elegant dining. To top off your evening make sure to visit Rocks, a very popular evening spot right at the hotel. Click Here to View the Hotel Options
WHO ATTENDS? a la mode, inc. A&D Mortgage AAG AboutYourMortgage.com LLC Accenture Software-Accenture Mtg. Cadance Acopia Capital Group / Acopia Home Loans Affiliated Mortgage Company/Benchmark Bank Affiliated Capital Solutions, LLC Akerman Senterfitt Alarion Bank All Sunshine Real Estate Inc. AllRegs Alston & Bird LLP Alvarez, Sambol & Winthrop, PA American Bancshares Mortgage, LLC American Enterprise Institute American Financial Resources, Inc. American Mortgage Law Group AmeriCU Mortgage AmeriHome Mortgage Ameris Bank AmeriSave Mortgage Corporation Appraisal Nation Appraiser Select LLC Arch MI Ashton Woods Associated Bank Associated Software Consultants Inc. Atlanta Homeownership Center (FHA) at US Dept. HUD Atlantic Coast Bank Atlas One Financial Axiom Bank B of I Federal Bank Baldwin Financial, LLC Bank of America Mortgage Bay to Bay Lending LLC Bayview Loan Servicing BB&T Mortgage Correspondent Lending Blanz and Company LLC BofI Federal Bank BOK Financial Correspondent Mortgage Services Bradley Arant Boult Cummings LLC Branch Banking & Trust Co. Buckley Management Advisors Byte Software Caliber Home LoansCalyx Software Capital City Bank Capital City Bank, Residential Mortgage Capital Land Settlements, LLC Capital Markets Cooperative Carolina Bank Carrington Mortgage Holdings CBCInnovis Central Florida Appraiser Associates Certified Credit Reporting, Inc. Chase Chase Correspondent Lending Chase Rural Housing Christensen Financial, Inc CitiBank N.A. CitiMortgage, Inc. Citizens First Wholesale Mortgage Company Clayton CMG Financial - Correspondent Lending Coastal States Mortgage Corp. Columbus Capital Lending Compass Analytics, LLC Consumer Direct Mtg, a Division of FirstBank Consumer Financial Protection Bureau Consumer Real Estate Finance Co. CoreLogic CrossCheck Compliance LLC Customers Bank Warehouse Lending Dart Appraisal Deephaven Mortgage Department of Veteran's Affairs-Loan Guaranty Digital Risk, LLC Ditech Correspondent Lending Ditio Appraisals DocMagic, Inc. Eagle Home Mortgage Ellie Mae Embrace Home Loans Entrust Solutions, LLC Environmental Data Resources Envoy Mortgage LTD Envoy Mortgage, Correspondent Lending Division Equitable Mortgage Solutions Equity Mortgage Bankers, LLC Equity Solutions USA Essent Guaranty, Inc. e-tec Appraisal Management Solutions EverBank Executive National Bank FACTiNTEL LLC Fannie Mae-Washington FBC Mortgage, LLC FBI Federal Home Loan Bank of Atlanta Federal Trust Bank FEMBi Mortgage Fidelity Bank Mortgage Fidelity Funding Mortgage Corp Fidelity Investments Fifth Third Bank First Federal Bank of Florida First Federal Mortgage First Florida Bank First Guaranty Mortgage Corporation First Tennessee Bank Warehouse Lending First Tennessee Bank-Mortgage Banking Group Flagstar Bank, FSB Flatirons Capital LLC Florida Capital Bank Mortgage Florida Commerce Credit Union Florida Credit Union Florida Gulf Coast University Florida Insurance Specialists Forsythe Appraisals LLC Franklin American Mortgage Company Freddie Mac Freedom Mortgage Corporation Freedom Mortgage Structured Products Group Garnet Capital Advisors Garrett, McAuley & Co. Garrett, Watts & Co. GatewayBank of Southwest Florida Genworth Financial Genworth Mortgage Insurance Georgia Banking Company Inc. Gilbert Garcia Group P.A. Ginnie Mae GL Financial Services Global DMS Green Planet Mortgage, LLC Green Tree Servicing LLC - Correspondent Group One Mortgage, Inc. Hamilton Group Funding, Inc. Hancock Bank Home Financing Center Home Lending Source Home Solution Lenders, Inc. HomeBanc N.A. Mortgage Banking Division HomeBridge Financial Services, Inc HomeSide Icon Advisory Group, Ltd. ICS Merrill IDCHECK.COM CORP. IMARC Impac Correspondent Impac Mortgage Holdings Inc. Infinity International Processing Services, Inc ING Direct InHouse Inc. Interthinx Investors Mortgage Asset Recovery Co. LLC Jefferson Bank of Florida JP Morgan Chase Bank, NA JVC Financial Kinecta Federal Credit Union Kroll Factual Data Lenders One Lenders One Mortgage Cooperative Lending QB LERETA Flood and Tax Services Liberty Home Equity Solutions, Inc. LoanSifter, Inc. M&T Bank Madison Settlement Services Madison Williams & Co. Market Valuation Services Mason Title & Escrow Company McCaughan Mortgage Company, Inc. Mercury Network, LLC Merscorp Holdings, Inc Metamerica Mortgage Bankers Inc. MetLife Home Loans Correspondent MIAC (Mortgage Industry Advisory Corporation) Milestone Advisors, LLC Mortech, a Zillow Business Mortgage Bankers Association of Georgia Mortgage Bankers Association, Washington Mortgage Banking Solutions Mortgage Builder Software Mortgage Cadence, LLC Mortgage Capital Trading, Inc. (MCT) Mortgage Guaranty Insurance Corp.
Mortgage Information Services, Inc. Mortgage Quality Management & Research Mortgage Support Services, Inc. Mortgage TrueView Motivity Solutions MountainView Capital Holdings MountainView Securities, LLC MPA Consulting, LLC Multi Bank Securities Mutual of Omaha Bank National Bank of Commerce National Mortgage Insurance National Mortgage Insurance Corporation Nationstar Correspondent Lending Nationstar Mortgage Nationwide Mortgage Nationwide Title Clearing, Inc. NattyMac Warehouse Navigator Lending Solutions, Inc NewDay Financial LLC Norcom Mortgage NPR Capital, LLC NYCB Mortgage, LLC Old Florida National Bank OpenClose Optimal Blue Secondary Services, LLC Optimal Blue, LLC / Secondary Interactive (an Optimal Blue Company) Peak Performance Resources, Inc. PennyMac Correspondent Group People's United Bank PHH HomeLoans LLC dba Sunbelt Lending Svcs. PHH Mortgage Phoenix Capital, Inc. Pinkert Law Firm, P.A. Planet Home Lending Platinum Home Mortgage Corp Platinum Mortgage, Inc. Plaza Home Mortgage, Inc PMAC Lending Services, Correspondent Lending Division PMI Mortgage Insurance Co. Premier Bank Preo Mortgage, LLC Prime Meridian Bank PrimeLending, A PlainsCapital Company Professional Lien Search Property Sciences Prospect Mortgage Pyramis Global Advisors Q Lending QuestSoft Radian Guaranty RBC Bank RBS Americas Real Estate Closing Solutions RealMetrix Regions - Correspondent Lending Regions Bank Corporate Trust Republic Mortgage Insurance Co. Residential Credit Solutions, Inc. Residential Finance Corp. RJB Walzak Consulting, Inc. RMS Credit Services LLC Ronald R Wolfe & Associates RP Funding, Inc. Santander Bank Seacoast National Bank Seaside National Bank & Trust Secured Investment Lending Corporation ServiceLink, A Black Knight Company SG Capital Partners Sierra Pacific Mortgage Silvergate Bank Warehouse Lending Solidifi, Inc. Source Media Southern Trust Mortgage LLC Stearns Lending Stewart Lender Services Stock Financial, LLC Stonegate Mortgage StoneHill Group, Inc. Sunbelt Lending Services SunTrust Banks SunTrust Mortgage SunTrust Wholesale Lending Superior Bank TBI Mortgage (subsidiary of Toll Brothers) TenA Companies, Inc. Terrace Mortgage Co. Texas Capital Bank The Collingwood Group LLC The Money Source The Mortgage Firm The StoneHill Group, Inc. Thomas Mortgage & Financial Services, Inc. Thomson Reuters Top of Mind Networks Towne Mortgage Company Tradeweb Triserv Appraisal Management Solutions Tropical Financial Credit Union U.S. Bank U.S. Department of Housing Urban Development U.S. Department of HUD - Tampa Field Office Union Mortgage Investment Group Corp. United Guaranty United Lender Services Corp. United States Appraisals Universal American Mortgage Company Universal Credit Services Urban Financial of America Urban Trust Bank US Bank US Bank Home Mortgage Vantage Capital Group, LLC Vernis & Bowling, P.A. Verus Mortgage View Point Bank Volt W.J. Bradley Mortgage Capital LLC Waterstone Mortgage Weiner Brodsky Sidman Kider PC Wells Fargo Bank, N.A. Wells Fargo Correspondent Wells Fargo Funding Wells Fargo Home Mortgage Whole Loan Solutions WinWater Home Mortgage Your Mortgage Source, Inc. Chairman President Executive Vice President Chief Investment Officer Managing Director Chief Risk Officer Senior Vice President Vice President Managing Partner Director of Secondary Marketing Chief Marketing Officer Mortgage Broker/Correspondent Lender Mortgage Insurers State Chartered Banks Departments Production Executive Correspondent Lending Wholesale Lending Warehouse Funding Sales and Marketing Secondary Marketing Lending/Credit Management Retail Lending Risk/Quality Assurance