As of 06/24/22
3 days. All secondary Market.
July 25-27, 2022
Waldorf Astoria Monarch Beach Resort in Dana Point
Bringing together secondary market leaders, decision-makers, and vendors to drive new opportunities and stay informed. This live, in-person conference at the scenic Waldorf Astoria Monarch Beach Resort in Dana Point, California will provide you with timely and critical information, as well as valuable networking opportunities for your business. Don’t miss out!
Agenda At-A-Glance
Monday, July 25
7:00 am – 2:00 pm CAMPAC Golf Tournament
Separate registration through the California MBA required
Location: Waldorf Astoria Monarch Beach Golf Links
11:30 a.m. – 5:00 p.m. Conference Registration
Location: Waldorf Astoria Monarch Beach Resort, 5th floor – Monarch Ballroom Foyer
12:00 p.m. – 5:00 p.m. “Down to Business” – Networking
Location: Networking Lounge – Brella Tables, Networking Lounge – Sponsor tables and Sponsor Meeting Rooms
4:00 p.m. – 5:00 p.m. Session 1 – Non-QM Straight Talk
Unfiltered commentary on the Non-QM product lines, delivery specifics, price modeling, technology options and much more.
Location: Pacific Ballroom 2
Moderator:
- Margaret Chiavini, CMB, AMP, VP National Bank & Credit Union Division, NewRez Correspondent
Speakers:
- Jerry Bryant, Chief Strategy Officer, Arch MI
- Tom Hutchens, EVP Production, Angel Oak Mortgage Solutions
- Steve Kolker, EVP, Business & Production Management, Amerihome Mortgage Company
- Jeff Lemieux, Managing Director, Correspondent Lending, Acra Lending
- Jeff Schaefer, EVP National Sales, Verus Mortgage Capital
Ready to party?
6:00 p.m. – 9:00 p.m. All Attendee Party
Location – Monarch Beach Resort, Grand Lawn
AHOY!!! Come groove with us to soft yacht rock tunes from the late 70s and early 80s, as Yachty by Nature, brings you the very best in LIVE Yacht Rock, originating in Southern California but playing from sea to shining sea!
Jump on board with our All Attendee Sponsors – ACRA, AmeriHome, MCT, Snapdocs, Tavant, and Western Alliance Bank on the Grand Lawn at the Monarch Beach Resort from 6:00 to 9:00 pm with full bar service, dinner, desserts and more!
All Attendee Party Sponsors
Tuesday, July 26
8:00 a.m. – 1:00 p.m Conference Registration
Location: Waldorf Astoria Monarch Beach Resort, 5th floor – Monarch Ballroom Foyer
8:00 a.m. – 5:00 p.m. “Down to Business” – Networking
Location: Networking Lounge – Brella & Sponsor tables and Sponsor Meeting Rooms
8:00 a.m. – 10:00 a.m. Breakfast
Location: Pacific Ballroom Promenade
9:00 a.m. – 9:15 a.m. Conference Welcome
Location: Pacific Ballroom 2
Conference Welcome and Opening Remarks from Conference Chairman
Nick Pabarcus, CMB, AMP, EVP, Wholesale and Correspondent Lending, LoanDepot Wholesale
9:15 a.m. – 10:15 a.m. Session 2 – Capital Markets Unabridged
Market commentary on key drivers in the capital markets space as it relates to inflationary pressure, the federal funds rates, industry capacity, agency and GNMA execution, investor delivery and other contemporary items
Location: Pacific Ballroom 2
Moderator:
- Mark Wilson, Managing Partner, CWDL
Speakers:
- Jason Lee, EVP Capital Markets, Flagstar Bank
- Phil Rasori, Chief Operating Officer, Mortgage Capital Trading (MCT)
Michael Quinn, Managing Director, PennyMac
10:15 – 10:30 a.m. Morning Break
Sponsored by Truist
Location: Pacific Ballroom Promenade
10:30 – 11:30 a.m. Session 3 – Leveraging Technology in the Secondary Market
Find the cutting-edge technology you have been missing to make your operation more nimble and efficient with the current market conditions
Location: Pacific Ballroom 2
Moderator:
- Karaline Venezia, VP Industry Solutions, Capacity
Speakers:
- John Dumonsau, Product & Pricing Solution Specialist – Team Leader, Optimal Blue
- Sara Nakae, VP | Enterprise, FirstClose
- Parvesh Sahi, SVP Business & Client Development, ICE Mortgage Technology
- James Marshall, Director, Real Estate Analytics Products, ClearCapital
- Jackie Studdert, COO, Polly
11:30 a.m. – 12:30 p.m. Session 4 – Keynote Session – CEO Panel – “Leading Through Dynamic Market Changes”
Location: Pacific Ballroom 2
Moderator:
- Rob Chrisman, Chrisman Commentary
Speakers:
- Bill Lowman, CEO, American Pacific Mortgage
- Mary Ann McGarry, CEO, Guild Mortgage Company
- Brandon Haefele, CEO, Catalyst Mortgage
12:30 – 1:30 p.m. Lunch break (Grab and Go lunch boxes provided)
Lunch Sponsor: TIAA Bank
Location: Pacific Ballroom Promenade and Monarch Ballroom Promenade
1:45 p.m. – 2:45 p.m. Session 5 – Mortgage Industry Leadership
Location: Pacific Ballroom 2
Moderator:
- Nick Pabarcus, CMB, AMP, EVP, Wholesale and Correspondent Lending, LoanDepot Wholesale, Member, California MBA Board of Directors
Speakers:
- Kristy Fercho, EVP and Head of Wells Fargo Home Lending, Chair, National MBA
2:45 p.m. – 3:45 p.m. Session 6 – mPower in California
Location: Pacific Ballroom 2
Moderator:
- Marcia Davies, Chief Operating Officer, MBA
Speakers:
- Kristy Fercho, EVP and Head of Wells Fargo Home Lending, Chair, National MBA
- Susanne Livingston, Co-Owner, RWM Home Loans
- Susan Stewart, CEO, SWBC
- Dawn Svedberg, EVP, Head of Fintech Product Sales, Tavant
3:45 – 5:00 p.m. mPower Reception (location TBD)
Sponsor: Fifth Third Bank and CWDL
3:45 p.m. – 5:00 p.m. “Down to Business” – Networking
Location: Networking Lounge – Brella Tables, Networking Lounge – Sponsor tables and Sponsor Meeting Rooms
6:30 – 8:30 p.m. Dining Under The Stars
Join us for Dining Under the Stars, seating starts at 6:30 pm, host your group on the Grand Lawn with stunning views, pre-fix menu, and open bar. You may reserve one private table or group several together to host a larger group. Questions contact sponsor@cmba.com. Make reservations online, Dinning Under the Stars
8:00 – 10:00 p.m. Late Night Happy Hour
(New opportunity in 2022 for late night nosh and hosted cocktails at bar off of the Grand Lawn)
Wednesday, July 27
8:00 a.m. – 10:00 a.m. Breakfast
Location: Pacific Ballroom Promenade
8:00 a.m. – 12:00 p.m. “Down to Business” – Networking
Location: Networking Lounge – Brella & Sponsor tables and Sponsor Meeting Rooms
9:00 a.m. – 9:30 a.m. Session 7 – Demystifying Private Label Securitization
Understand the mechanics, technology and institutional knowledge required to issue securities into the secondary market
Location: Pacific Ballroom 2
Moderator:
• Angel Hernandez, VP Industry & Regulatory Affairs, Stavvy
Speakers:
• Rob Branthover, Managing Director, Huntington Capital Markets
9:30 a.m. – 10:30 a.m. Session 8 – Mergers & Acquisitions
Location: Pacific Ballroom 2
Moderator:
- Brian Hale, CEO/Senior Advisor, Mortgage Advisory Partners
Speakers:
- Madison Simm, EVP, President of Mortgage Finance, Texas Capital Bank
10:30 a.m. – 10:45 a.m. Morning Break – Pacific Ballroom Foyer
Sponsored by Truist
10:45 a.m. – 12:00 p.m. Session 9 – Servicing Retained vs Servicing Released Price Modeling
Location: Pacific Ballroom 2
Moderator:
- Seth Sprague, CMB, Director, Consulting Services, Richey May
Speakers:
- Michael Lau,CPA,CMBA, CEO, Pingora Asset Management
- Chris King, SVP Business Development, Mr. Cooper
Registration
Conference Pricing
Member Non-Member
Early Bird $695 $850 (open – June 5, 2022)
Regular $795 $950 (June 6 – July 10, 2022)
Late $995 $1150 (July 11 – 27, 2022)
Platinum Sponsors
Titanium Sponsors
Silver Sponsors
Citibank
National MI
Truist Bank
Bronze Sponsors
Angel Oak Mortgage Solutions
Arc Home LLC
Clear Capital
Cloudvirga
Deephaven
Loanstream Mortgage
LoanLogics
Moss Adams LLP
Qualia
Stavvy
Wells Fargo