47th Annual
Conference
Western Secondary Market
July 15 - 17, 2019
Employees Under 35? Free registration membership benefit!
You Don't Want To Miss This Event!
Early Bird Special
Non – California MBA Member
Non – Member – $845 (through July 14)
Special MBA Offering
Please note that this is separate from the conference registration.
Fundamentals of Residential Lending &
the Secondary Market Workshop
Monday, July 15th, 8:30 a.m. – 12:00 p.m.
This special session is intended for professionals of all backgrounds and experience levels, but will be best suited for those new to secondary marketing or looking to transition into a role in secondary and capital markets. Click below to view pricing and more information.
Who we are
For over 60 years, we have been the leading statewide advocate for the residential and commercial real estate finance industry.
What we do
Bringing together Secondary Market leaders, decision makers, and vendors to drive new opportunities and stay informed.
Why Attend?
This conference will provide you with timely and critical information, as well as valuable networking opportunities.
Location & Hotel
Westin St. Francis Hotel — San Francisco, CA
335 Powell Street, San Francisco, California 94102
(415) 397-7000registration@cmba.com
Room Rate $309 Single/Double | $339 Triple | $369 Quad
Room rate cut-off has been extended to July 1, 2019
Or Call (800) 937-8461 And Reference CMBA
Conference Schedule
Click on the session below to learn more.
Day 1
15 Jul 2019
Day 2
16 Jul 2019
Day 3
17 Jul 2019
9:00 am - 12:00 pm
Fundamentals of Residential Lending & the Secondary Market
Separate registration through the MBA required. Learn more by clicking the button below
11:30 am – 5:00 pm
1:00 pm - 2:00 pm
Colonial Room
Session 1 – Economic Update
Speaker: Doug Duncan, Chief Economist, Fannie Mae
2:00 pm - 2:15 pm
Exhibit Hall/Networking Lounge
2:15 pm - 3:45 pm
Colonial Room
Session 2 – Capital Markets
Moderator: Rob Chrisman, Chrisman, LLC Speakers: | Brad Eskridge, MIAC | Rob Kessel, Compass Analytics | Phil Rasori, MCT (Mortgage Capital Trading) | Rudy Zabran, Consolidated Analytics
4:00 pm - 5:00 pm
Exhibit Hall
Welcoming + The Future Mortgage Bankers Reception
Click to learn more about The Future Mortgage Bankers reception and to register… It is that time of year again! mPact, MBA’s young professionals network, is coming to San Francisco... Read More
8:00 am - 10:00 am
Exhibit Hall
8:00 am - 5:00 pm
8:00 am - 5:00 pm
Exhibit Hall
8:30 am
Grand Ballroom
Conference Welcome
Conference Welcome and Opening Remarks from Conference Chairman – Mike Fontaine, Plaza Home Mortgage, and Don Curtis, OSC/A Breckenridge Company
8:45 am - 9:45 am
Colonial Room
Session 3 – M & A Activity – Mortgage Industry Consolidation
Moderator: Garth Graham, Stratmor Group Speakers: Announcing soon
9:45 am - 10:15 am
Colonial Room
Session 4 – MBA/DC Update
Speaker: | Christopher M. George, CEO, CMG Financial, Chair, Mortgage Bankers Association
10:15 am - 10:30 am
Exhibit Hall/Networking Lounge
10:30 am - 11:30 am
Colonial Room
Session 5 – Profitability – Top Areas of Focus for Independent Mortgage Bankers
Topics Covered: How to Prevent Secondary Market Leakage Best Execution Is Outsourcing the Right Option KPI’s and Loan Level Accounting Speakers: | Jim Glennon, Optimal Blue | Mohammad Rashid, Tavant... Read More
11:30 am - 12:30 pm
Colonial Room
Session 6 – Lender CEO Panel
Moderator: Mike Fontaine, Plaza Home Mortgage Speakers: | Gary Martell, Mountain West Financial | Matt Ostrander, Parkside Lending | Jeff Walsh, loanDepot | Mike Yates, Best Capital Funding
12:30 pm - 1:30 pm
Exhibit Hall
1:30 pm - 3:00 pm
Colonial Room
Session 7 – Servicer Panel
Session Sponsor: LoanCare, A ServiceLink Company Moderator: Don Curtis, OSC/A Breckenridge Company Speakers: | Jim Madsen, Guild Mortgage | Rodney Moss, LoanCare, A ServiceLink Company | Roger Stotts, New American... Read More
3:00 pm - 5:00 pm
Networking Lounge, General Session Room and Company Meeting Rooms
“Down to Business”
Client Meetings – Networking Lounge, General Session Room and Company Meeting Rooms
5:00 pm - 6:00 pm
Exhibit Hall/Networking Lounge
8:30 am - 11:30 am
Exhibit Hall
9:00 am - 10:00 am
Colonial Room
Session 8 – GSE Update
Speakers: | Chris Boyle, Freddie Mac | Desmond Smith, Fannie Mae | Roy Hormuth, Ginnie Mae
10:00 am - 10:15 am
Exhibit Hall
10:15 am - 11:45 am
Colonial Room
Session 9 – Non QM Super Session
Moderator: Jeff Juliane, Altisource Speakers: | Steven Schwalb, Angel Oak Mortgage Solutions | Michael Brenning, Deephaven Mortgage | Danny Horanyi, Caliber Home Loans | Wes Iseley, Carrington Mortgage Services |... Read More
11:45 am
Our Sponsors
Platinum
Featured Sponsor
Titanium
Gold
President's Council
Silver
Bronze
Conference Sponsor
Premium Exhibitor
Trust Us, You Don't Want To Miss Out!
We are actively seeking sponsors for this event. Click the button below to view sponsorship opportunities.