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 – $595 (through June 14) 

Register Today!

Early Bird Special

Non – California MBA Member 

Non – Member – $745 (through June 14)

Register Today!

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: June 21, 2019


Book Hotel Today!

Or Call (800) 937-8461 And Reference CMBA

Conference Schedule

Day 1
15 Jul 2019
Day 2
16 Jul 2019
Day 3
17 Jul 2019

Session 1 – Economic Update

Doug Duncan, Chief Economist, Fannie Mae

Session 2 – Capital Markets

Moderator: Rob Chrisman, Chrisman, LLC Speakers: Brad Eskridge, MIAC Phil Rasori, MCT (Mortgage Capital Trading)

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: TBA

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

Speakers: Jim Glennon, Optimal Blue | Michael Steer, Mortgage Quality Management & Research (MQMR) | Mark Wilson, CWDL/Mortgage Banking CPAs Topics Covered: How to Prevent Secondary Market Leakage Best Execution...
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Session 6 – Lender CEO Panel

Moderator: Mike Fontaine, Plaza Home Mortgage Speakers: Gary Martell, Mountain West Financial | Mike Yates, Best Capital Funding

Session 7 – Servicer Panel

Session Sponsor: LoanCare, A ServiceLink Company Speakers: Jim Madsen, Guild Mortgage | Rodney Moss, LoanCare, A ServiceLink Company | Roger Stotts, New American Funding

“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

Session 9 – Non QM Super Session

Moderator: Jeff Juliane, Altisource Speakers: Michael Brenning, Deephaven Mortgage | Danny Horanyi, Caliber Home Loans | Wes Iseley, Carrington Mortgage Services | Dan Perl, Citadel Servicing | Steven Schwalb, Angel...
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