2021
Western Secondary
Market Conference

new location
The Waldorf Astoria Monarch Beach Resort
Dana Point, CA
August 24 – 26, 2021

Back in-person for 2021, bringing together secondary market leaders, decision-makers, and vendors to drive new opportunities and stay informed. This live, in-person conference at the scenic Monarch Beach Resort in Dana Point, CA will provide you with timely and critical information, as well as valuable networking opportunities for your business. Don’t miss out!

Days

Hours

Minutes

Seconds

Tuesday, August 24

DAY 1

7:30 am – 3:00 pm

CAMPAC Golf Tournament Separate registration through the California MBA required

11:30 a.m. – 5:00 p.m.

Conference Registration Open

12:00 p.m. – 3:00 p.m.

“Down to Business” Client Meetings
Brella Tables, Sponsor tables and Company Meeting Rooms

2:00 p.m. – 3:00 p.m.

mPower Ocean View Reception
Location: Sunset Terrace
Speaker: Marcia Davies, Chief Operating Officer, MBA

3:00 p.m. – 4:00 p.m.

Session 1 – mPower Leadership Panel
Moderator:
• Marcia Davies, Chief Operating Officer, MBA
Speakers:
• Patty Arvielo, President, New American Funding
• Mary Ann McGarry, CEO, Guild Mortgage
• Jean Bradley, VP Strategic Business Development, Essent Guaranty
• Patti Shumate, EVP Correspondent Lending, Caliber Home Loans

4:00 p.m. – 5:00 p.m.

Session 2 – Tech Session
Leveraging data, cost efficiencies, do more/spend less, etc.

Moderator:
• Ike Suri, CEO, Funding Shield

Speakers:
• Jamil Atcha, Enterprise Account Executive, SimpleNexus
• Lori Brewer, CEO, LBA Ware
• Alex Kutsishin, CEO, Sales Boomerang
• Camelia Martin, Head of Industry and Regulatory Affairs, Snapdocs
• Scott Roberts, SVP of Sales, Insellerate

5:00 p.m. – 8:30 p.m.

All Attendee Party

Wednesday, August 25

DAY 2

8:00 a.m. – 5:00 p.m

Conference Registration Open

“Down to Business” Client Meetings
Brella Tables, Sponsor tables and Company Meeting Rooms

8:00 a.m. – 10:00 a.m.

Breakfast

9:00 a.m. – 9:15 a.m.

Conference Welcome and Opening Remarks from Conference Chairman
John Hedlund, AmeriHome Mortgage

9:15 a.m. – 10:15 a.m.

Session 3 – Capital Markets Update
Moderator:
• James Baublitz, Managing Director, Pipeline Analytics, Black Knight
Speakers:
• David Battany, EVP Capital Markets, Guild Mortgage Company
• Phil Rasori, COO, Mortgage Capital Trading (MCT)
• Chito Schnupp, Chief Investment Officer, American Pacific Mortgage
• Bill Zaboski, Executive Director, Pricing Operations / Correspondent Finance, Chase

10:15 a.m. - 10:30 a.m.

Refreshment Break

10:30 a.m. – 11:30 a.m.

Session 4 – Keynote Speaker
Speaker: Leigh Steinberg, American Sports Agent
During his 41-year career, Steinberg has represented over 300 professional athletes in football, baseball, basketball, boxing, and Olympic sports. He has represented the No. 1 overall pick in the NFL draft a record eight times. Steinberg is often credited as the real-life inspiration of the sports agent from Cameron Crowe’s film Jerry Maguire in 1996

11:30 a.m. – 12:30 p.m.

Session 5 – CEO Panel

Moderator:
• John Hedlund, COO & Managing Director, Amerihome Mortgage Company
Speakers:
• Mike Fontaine, Co-President & COO, Plaza Home Mortgage
• Christina Pham, CEO, JMAC Lending

12:30 p.m. - 1:30 p.m.

Lunch break

1:45 p.m. – 2:15 p.m.

Session 6 – DE&I Panel
Moderator:
• Susan Milazzo, CEO, California MBA
Speakers:
• Paul Gigliotti, COO, Pinnacle Home Loans

• Rosalyn Hardy, CEO, QCP Systems
• Ian Rambarran, Shareholder, Klinedinst PC

2:15 p.m. - 3:15 pm

Session 7 – M&A panel
Moderator:
• Bill Lowman, President & CEO, American Pacific Mortgage
Speakers:
• Michael Linger, Financial Institutions Group, Houlihan Lokey
• Joe Tyrrell, President, ICE Mortgage Technology
• Jim Furash, CEO, Amerihome Mortgage Company

3:00 p.m. – 5:00 p.m.

“Down to Business” Client Meetings
Brella Tables, Sponsor tables and Company Meeting Rooms

Thursday, August 26

DAY 3

8:00 a.m. – 9:00 a.m.

“Down to Business” Client Meetings
Brella Tables, Sponsor tables and Company Meeting Rooms

8:30 a.m. – 9:30 a.m.

Breakfast
Location: Exhibit Hall (Pacific Ballroom Foyer)

9:00 a.m. – 9:30 a.m.

Session 8 – Welcome to our California Regulator

Moderator:
• Wes Iseley, Senior Managing Director, Carrington Mortgage Services, LLC
Speakers:
• Ed Gill, Senior Deputy Commissioner, California Department of Financial Protection and Innovation (DFPI)

9:30 a.m. – 10:30 a.m.

Session 9 – Servicing Update
Moderator:
Ramie Word, SVP Default Servicing, Mr. Cooper
Speakers:
Victor Calandra, SVP, Computershare Loan Services
Joe DeDominicis, CFO/CTO, NRL Mortgage

10:30 a.m. – 10:45 a.m.

Refreshment Break

Pacific Ballroom Foyer

10:45 a.m. – 11:45 a.m.

Session 10 – Non-QM Roundtable Discussion
Moderator:
• Nick Pabarcus, EVP Wholesale Lending, Stearns Lending, LLC
Speakers:
• Tom Hutchens, EVP, Production, Angel Oak Mortgage Solutions
• John Keratsis, President & CEO, Deephaven
• John Lynch, CEO/Founder, PCMA
• Shea Pallante, President, Sprout Mortgage
• Jeff Schaefer, EVP, National Sales, Verus Mortgage Capital

11:45 a.m. – 2:00 p.m.

“Down to Business” Client Meetings
Brella Tables, Sponsor tables and Company Meeting Rooms

$ 795 Price Increases After August 13th

$ 950 Price Increases After August 13th

Hotel Cancellation / Deposit Policy: This reservation requires a 1-night room & tax deposit within 48 hours of confirmation. You can cancel your reservation up to 7 days prior to the arrival date and receive the deposit refunded. Any cancellations inside of the 7-day policy, the deposit becomes non-refundable.

Conference Registration Cancellation Policy: If you cancel your registration to the 2021 Western Secondary Market Conference, your hotel room will be automatically cancelled as well. There will be no exceptions to this policy. Registration refunds will be offered on the following sliding scale: through July 10: 50% refund. July 10 and after, no refund. All refunds must be made in writing and submitted to registration@cmba.com.