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HEI & Home Equity Capital Markets
April 7-8, 2026
Grand Hyatt NashvilleNashville, TN
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Key Sessions
Jim Riccitelli
Keynote - Shared equity products: The essential information
Unlock Technologies
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Tuesday, April 7th - US/Central

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Tuesday, April 7th - US/Central
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Registration…Exhibition Opens
Showing 2 of 2 Streams
7:00am - 8:00am
Exhibitor set-up
7:45am - 8:30am
Registration and breakfast
Showing 1 of 1 Streams
8:30am - 8:35am
Welcome & Opening Remarks
8:35am - 9:20am
The home equity economy: Key demand drivers and performance across market cycles
  • Scott Buchta - Head of Fixed Income Strategy, Brean Capital
  • Vineet Gupta - Managing Director - Head of Credit Analytics, BlackRock
  • Domonic Purviance - Head of Education & Investor Success, Federal Reserve Bank of Atlanta
  • Jeffrey Glass - CEO, Hometap
  • Justin Becker - Financial Analyst, Morningstar DBRS
9:20am - 10:00am
Keynote - Shared equity products: The essential information
  • Jim Riccitelli - CEO and Co-Founder, Unlock Technologies
10:00am - 10:45am
Shared equity products: A ground zero regulatory update from the Coalition for Home Equity Partnership (CHEP)
  • Cliff Andrews - President, Coalition for Home Equity Partnership
  • Anaxet Jones - Deputy General Counsel, hometap
  • Lee Kaplan - General Counsel, Unlock Technologies, Inc
  • Jim Riccitelli - CEO and Co-Founder, Unlock Technologies
  • Jesse Silverman - General Counsel, Hometap
  • Matthew Windsor - Deputy General Counsel, Point
Showing 1 of 1 Streams
10:45am - 11:30am
Networking Break
Showing 2 of 2 Streams
11:30am - 12:15pm
C-Level insights: Driving growth and innovation in HEI origination
  • David Shapiro - CEO & Founder, EquiFi
  • John Green - Founder & COO, Nada Inc
12:15pm - 1:00pm
Marketing and education: strategies for engaging consumers and industry stakeholders
  • Derek Jarr - Founder and CEO, StayFrank
  • John Jeanmonod - EVP, Production, Angel Oak Mortgage Solutions
  • Dennis Loxton - VP Sales – Reverse Mortgage, New American Funding
11:30am - 12:15pm
Executive strategies for home equity debt in a volatile rate environment
  • Jamie Glenn - Co-Founder & COO, Knock
  • Jason Harris - Chief Executive Officer, Button Finance
12:15pm - 1:00pm
Navigating capital markets and warehouse financing for home equity in a volatile rate environment
  • Rovshan Danilov - Structured Finance Analytics Lead, BNY Corporate Trust
  • Derrick B. Gruner - Chief Capital Markets Officer & General Counsel, Realworld Asset Group
  • Bart Steenbergen - Head of Capital Markets, Setpoint
Showing 1 of 1 Streams
1:00pm - 2:00pm
Luncheon
Showing 2 of 2 Streams
2:00pm - 2:45pm
What’s changed in home equity: The new landscape of HEI and second-lien lending
  • Sundance Brennan - Head of Revenue, Nada Inc
  • Jamie Glenn - Co-Founder & COO, Knock
  • Douglas Harter - Executive Director, UBS
  • David Shapiro - CEO & Founder, EquiFi
2:45pm - 3:30pm
Securitizing shared appreciation: Unlocking capital markets for home equity investments
  • Cory Barry - Partner, Morgan, Lewis & Bockius LLP
  • Stephanie Damsky - Vice President of Capital Markets, Splitero
  • Harris Trifon - Partner & Portfolio Manager, Lord Abbett
  • Gregg Gorse - Chief Operating Officer, Infinity IPS
  • Michael Koss - Executive Director, Nomura
  • Derek Moran - Senior Vice President, Morningstar
2:00pm - 2:45pm
Closed-end seconds and HELOCs: A deep dive into origination and capital strategy
  • Kyle Enright - President, Lending, Achieve
  • Pratik Gupta - Head of CLO & RMBS Research, Bank of America Securities
  • Fred Moskowitz - Principal, Liberties Management
  • Allen Price - Senior Vice President, Business Development, BSI Financial Services
  • David Sylofski - Partner, Morgan, Lewis & Bockius LLP
2:45pm - 3:30pm
Special purpose lending: How HELOCs are being used to solve specific needs
  • Jim Park - Mortgage Banker, Park Place Lending
  • Saket Nigam - SVP Capital Markets, Spring EQ
  • Jonathan Mattingly - Executive Director of Consumer Lending, Arvest Bank
Showing 1 of 1 Streams
3:30pm - 4:00pm
Networking Break
Showing 2 of 2 Streams
4:00pm - 4:45pm
Assessing HEI product value: Insights from leading investors
  • Samantha Batt - Principal, Blue Owl Capital
  • David J. Dunn - Founder/CIO, Kingsbridge Wealth Management
  • Stuart Lippman - Managing Director, Antarctica Capital
  • Sean Kelly - Partner, Winston & Strawn
4:45pm - 5:30pm
Where HEI meets mainstream: Unlocking synergies with traditional lenders and home equity debt products
  • AJ Dhaliwal - Partner, Sheppard Mullin Richter & Hampton LLP
  • Vincent Fiorillo - Founder & CEO, Park Slope Advisors LLC
  • Jordan Fox - Head of Investor Operations, Point
  • Michael Iannaccone - Head of Capital Markets, Crib Equity
  • Neeralee Patel - Senior Underwriting Counsel, First American Title Insurance Company
4:00pm - 4:45pm
Evolving servicing challenges across HELOCs, second liens, HEIs, and other equity products
  • Kevin Kanouff - CEO, Statebridge Company
  • Scott Malone - Director, Head of Servicing, Point Digital Finance, Inc.
  • Allen Price - Senior Vice President, Business Development, BSI Financial Services
  • David Vida - Chief Revenue Officer, LoanCare
4:45pm - 5:30pm
Understanding home equity demographics: Who’s the right customer—and why?
  • Nikhil Killamsetti - Asst. Vice President, Voya Investment Management
  • Shannon Santos - Executive Vice President- Data Solution, Informative Research
  • Tim Wilkinson - Senior Vice President, Long Bridge Finanacial
Showing 1 of 1 Streams
5:30pm - 6:30pm
Cocktail Reception
NextWednesday, April 8th
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