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HEI & Home Equity Capital Markets
March 27-28, 2025
Four Seasons NashvilleNashville, TN
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Day 1- March 27th 2025 - US/Central

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Day 1- March 27th 2025 - US/Central
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Registration…Exhibition Opens
Showing 1 of 1 Streams
8:00am - 8:30am
Registration…Exhibition Opens
Showing 1 of 1 Streams
8:30am - 9:15am
The Home Equity Economy: Evaluating Key Demand Drivers & Performance In Different Economic Scenarios
  • Scott Buchta - Head of Fixed Income Strategy, Brean Capital
  • Pratik Gupta - Head of CLO & RMBS Research, Bank of America
  • Domonic Purviance - Subject Matter Expert, Federal Reserve Bank of Atlanta
  • Susan Allen - Chief Product Officer-Housing, Experian North America
  • Samantha Freeman - Mortgage Trading Analyst, J.P. Morgan
9:15am - 10:00am
An Overview of What Is Different Today About The HEI & Home Equity Loan Universe
  • Michael Saccento - Senior Principal Product Manager at ICE, Ice
  • Stuart Lippman - Managing Director, Antarctica Capital
  • Jordan Fox - Head of Investor Operations, Head of Investor Operations
  • John Arens - Head of Home Equity Investments, Redwood Trust
  • Stephanie Damsky - Director of Capital Markets, Splitero
  • Heather Cantua - Deputy Managing Partner, Scale LLP
Showing 2 of 2 Streams
10:10am - 10:50am
Women’s Small Group Meeting
10:00am - 10:55am
Refreshments
Showing 2 of 2 Streams
10:55am - 11:40am
“C-Level” HEI Origination Plenary
  • Allen Price - Senior Vice President, Sales, Client and Transaction Management, BSI Financial Services
  • Craig Corn - Co-Founder, CHEIFS powered by Cornerstone Financing
  • John Green - Founder & COO, Nada Inc
  • Jim Riccitelli - CEO and Co-Founder, Unlock
  • Michael Gifford - Co-Founder & CEO, Splitero
  • Pat Doyle - President, Newfi Investment Group
11:40am - 12:25pm
HEI Product Relative Value: The Investor Panel
  • Cara Newman - Head of Structured Finance, Hometap
  • Samantha Batt - Principal, Blue Owl Capital
  • Rishi Bansal - Chief Investment Officer,, Bank Untied
  • David Dunn - President/CIO, Kingsbridge Investment Partners
  • Peter Mazonas - CEO, NatEquity, Inc
  • Derek Moran - Senior Vice President, Morningstar
12:25pm - 1:10pm
Home Equity Investments For New Residences: Lease to Own & Downpayment Assistance Products
  • Sundance Brenna - Head of Revenue, Nada Inc
  • Abeer Ali - Founder & CEO, Neeyah
  • Frank Rohde - CEO, Ownify
  • Danny Katten - Managing Director, PIA Residential
  • Ed Messman - CEO, Rook/Legacy Group Capital
  • Jason Boseck - Founder, Vested Communities | Housing Impact Fund
10:55am - 11:40am
State of The Home Equity
  • Kenneth Flaherty - Manager, Home Equity
11:40am - 12:25pm
Senior Executive Home Equity Debt Strategies For Volatile Interest Rates & Equity-Rich Homeowners
  • Harris Trifon - Partner and Portfolio Manager, lord abbet
  • Brian Devlin - CEO, Arc Home
  • David Shapiro - CEO & Founder, EquiFi
  • Sainadh Polisetty - Portfolio Manager – RMBS, One William Street Capital
  • Jonathan Spinetto - COO, NFTYDoor Division
12:25pm - 1:10pm
A Deep Dive Into Closed End Second & HELOC Origination & Investment
  • Fred Moskowitz - Principal, Liberties Management
  • Abby Shemesh - Chief Acquisitions Officer, Amerinote Xchange
  • Avalon McLeod - President, Alba Capital Advisory
  • Amanda Brezing - Executive Director, J.P. Morgan
  • Michael Nagy - Senior Director, Structured Finance, Rocket Mortgage
Showing 1 of 1 Streams
1:10pm - 2:10pm
Luncheon
Showing 1 of 1 Streams
2:10pm - 2:55pm
Updating Servicing Challenges For 2nd Liens, HELOCs, HEI And Other Home Equity Products
  • George Paquette - Chief Operating Officer, Valligent
  • Allen Price - Senior Vice President, Sales, Client and Transaction Management, BSI Financial Services
  • Chamone Williams - Director of Post-Closing and Servicing, Splitero
  • Kevin Kanouff - CEO, Statebridge Company
  • Amanda Harvey - SVP, National Sales., Stewart Lender Services
2:55pm - 3:50pm
Securitization Execution For Of HEI, HELOC And 2nd Lien Products
  • Court Lake - Senior Director, Fitch
  • Charles Trombley - Director, ATLAS SP Partners
  • Daniel Hall - Senior Director-RMBS, KBRA
  • Marc Simpson - Managing Director-Securitized Products Group, J.P. Morgan
  • Brian Kuhl - Partner, Mayer Brown
  • Allison Ashmore - EVP Corrspondent Lending, Vista Point
  • Will Graboyes - Vice President Securitized Markets Group – Capital Markets', Jefferies
Showing 1 of 1 Streams
3:50pm - 4:15pm
Refreshments
Showing 1 of 1 Streams
4:15pm - 5:00pm
Insiders Evaluate Potential Local/Fed Regulation And Consumer Protection & What Is Being Done
  • Douglas Harter - Executive Director, UBS
  • Skye Laudari - Co-founder & CEO, Crib Equity
  • Josh Gaffney - General Counsel, Hometap
  • Jim Milano - Attorney at Law, Mcglinchey
  • AJ Dhaliwal - Partner, Sheppard Mullin Richter & Hampton LLP
5:00pm - 5:45pm
Navigating Capital Markets & Warehouse Line for Home Equity Products Amid Uncertain Future Rates
  • Sean Kelly - Partner, Winston & Strawn
  • Christopher Huang - Managing Director, Bank United
  • Michael Sugardman - Senior Associate General Counsel, Invictus Capital Partners
  • Tore Steen - CEO, Nada Inc
  • Derrick B. Gruner - Chief Capital Markets Officer & General Counsel, Realworld Asset Group
Showing 1 of 1 Streams
5:45pm - 6:45pm
Networking Reception
March 26th Setup Day
NextDay 2- March 28th 2025
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