47th Annual


Western Secondary Market

July 15 - 17, 2019

Employees Under 35? Free registration membership benefit!

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You Don't Want To Miss This Event!

Early Bird Special

California MBA Member 

Member – $695 (through July 14) 

Register Today!

Early Bird Special

Non – California MBA Member 

Non – Member – $845 (through July 14)

Register Today!

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.

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    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


    Book Hotel Today!

    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

    Fundamentals of Residential Lending & the Secondary Market

    Separate registration through the MBA required. Learn more by clicking the button below

    Session 1 – Economic Update

    Speaker: Doug Duncan, Chief Economist, Fannie Mae  

    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  

    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...
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    Conference Welcome

    Conference Welcome and Opening Remarks from Conference Chairman – Mike Fontaine, Plaza Home Mortgage, and Don Curtis, OSC/A Breckenridge Company

    Session 3 – M & A Activity – Mortgage Industry Consolidation

    Moderator: Garth Graham, Stratmor Group Speakers: Announcing soon  

    Session 4 – MBA/DC Update

    Speaker: | Christopher M. George, CEO, CMG Financial, Chair, Mortgage Bankers Association  

    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...
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    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  

    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...
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    “Down to Business”

    Client Meetings – Networking Lounge, General Session Room and Company Meeting Rooms

    Session 8 – GSE Update

    Speakers: | Chris Boyle, Freddie Mac | Desmond Smith, Fannie Mae | Roy Hormuth, Ginnie Mae  

    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 |...
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    Our Sponsors


    Featured Sponsor



    President's Council



    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.

    Become A Sponsor

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