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?

YBN whites fun instruments (3)

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