46th Annual
Western Secondary Market
16 - 18 July 2018
San Francisco
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Meet us on July 16-18, 2018

Who we are

For over 60 years, we have been the leading statewide advocate for the residential and commercial real estate finance industry.

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What we do

Bringing together Secondary Market leaders, decision makers, and vendors to drive new opportunities and stay informed. 

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Why Attend?

This conference will provide you with timely and critical information, as well as valuable networking opportunities.

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Employees Under 35? Free registration membership benefit!

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Westin St. Francis Hotel — San Francisco, CA
335 Powell Street, San Francisco, California 94102
(415) 397-7000registration@cmba.com

Conference Schedule

Day 1
16 Jul 2018
Day 2
17 Jul 2018
Day 3
18 Jul 2018
11:30 am - 5:00 pm


Session 1 – Economic Update

Len Kiefer, Freddie Mac

Session 2 – Non-Agency

Moderator: Rick Sharga, Carrington | Speakers: Matt Nichols, Deephaven Mortgage | Denis Kelly, Sprout Mortgage | Steven Schwalb, Angel Oak | Dane Smith, Verus Mortgage Capital | Justin Mahoney, SG...
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8:00 am - 5:00 pm

Conference Registration Opens

8:00 am - 5:00 pm

Networking Lounge – Exhibit Hall

8:00 am – 10:00 am

Breakfast Buffet

Conference Welcome

Conference Welcome and Opening Remarks from Conference Chairman Mike Fontaine, Plaza Home Mortgage

Session 3 – CEO Panel | Session Sponsor: Optimal Blue (will make introduction)

Moderator: Mike Fontaine, Plaza | Speakers: Jim Coffrini, Sierra Pacific Mortgage | Chris George, CMG Financial | Brandon Haefele, Catalyst Mortgage | Doug Jones, Penny Mac | Terry Schmidt, Guild...
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Session 4 – Capital Markets

Moderator: Art Shafer, Comerica | Speakers: Phil Rasori, MCT| Doug Mayers, Resitrader, Inc | Mike Duncan, Compass Analytics | Don Brown, Optimal Blue | Brad Eskridge, MIAC Analytics
11:15 am – 11:30 am

Refreshment Break – Exhibit Hall/Networking Lounge

Session 5 – GSE Update

Moderator: John Hedlund, AmeriHome Mortgage Company, LLC | Speakers: Chris Boyle, Freddie Mac | Desmond Smith, Fannie Mae
12:30 pm – 1:30 pm

Hosted Buffet Luncheon in the Exhibit Hall

Session 6 – Scale and Variable Cost Models

Moderator: Brian Vieaux, Flagstar | Speakers: Jon Gerretsen, Altisource | Brian Fitzpatrick, LoanLogic | Linn Cook, Lending QB
8:30 am – 9:30 am

Conference Wrap-up with Breakfast and a Mimosa

8:30 am – 11:00 am

Networking Lounge – Exhibit Hall

Session 7 – The Future of Mortgage Banking with Technology

Moderator: Jack Nunnery, Texas Capital Bank | Speakers: Niraj Patel, IBM | Jennifer Parker, Notarize | Brendon Weiss, MERSCORP Holdings, Inc. | Mohammad Rashid, Tavant Technologies | J.T. Gaietto, Richey May...
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10:15 am – 11:00 am

Refreshment Break – Exhibit Hall

12:00 pm

Conference Adjourns



President's Council




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