Agenda - Tuesday, April 7th (THIS IS THE 2026 AGENDA) | HEI & Home Equity Capital Markets

Registration…Exhibition Opens

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Exhibitor set-up

Registration

7:00am - 8:00am

Exhibitor set-up

7:45am - 8:30am

Registration and breakfast

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General Session

8:30am - 8:35am

Welcome & Opening Remarks

8:35am - 9:20am

The home equity economy: Key demand drivers and performance across market cycles

Rich Kuegler - Senior Vice President, Director of Client Success, Stewart Title Guaranty Company
Justin Becker - Vice President, Morningstar DBRS
Scott Buchta - Head of Fixed Income Strategy, Brean Capital
Jeffrey Glass - CEO, Hometap
Vineet Gupta - Managing Director - Head of Credit Analytics, BlackRock
Domonic Purviance - Head of Education & Investor Success, Federal Reserve Bank of Atlanta

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

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Networking

10:45am - 11:30am

Networking Break

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General Session

11:30am - 12:15pm

C-Suite Conversation: Driving Growth and Innovation in HEI & Non-QM Origination

Sundance Brennan - Head of Revenue, Nada Inc
John Green - Founder & COO, Nada Inc
Saket Nigam - SVP Capital Markets, Spring EQ

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Track A

Track B

12:15pm - 1:00pm

Marketing and education: strategies for engaging consumers and industry stakeholders

Dennis Loxton - Director, Reverse Mortgages, Security National Mortgage Company
Derek Jarr - Founder and CEO, StayFrank
John Jeanmonod - EVP, Production, Angel Oak Mortgage Solutions
Jennifer McGuinness-Lubbert - CEO, Pivot Financial

12:15pm - 1:00pm

Navigating capital markets and warehouse financing for home equity in a volatile rate environment

Rovshan Danilov - Director | Product Manager, BNY’s Structured Debt Platform
Derrick B. Gruner - Chief Capital Markets Officer & General Counsel, Realworld Asset Group
Angello Izere - Head of Capital Markets, Better
Alan Qureshi - President, Black Lake Investments

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Networking

1:00pm - 2:00pm

Luncheon

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Track A

Track B

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
John Green - Founder & COO, Nada Inc

2:45pm - 3:30pm

Securitizing shared appreciation: Unlocking capital markets for home equity investments

Cara Newman - Head of Structured Finance, Hometap
Stephanie Damsky - Vice President of Capital Markets, Splitero
Gregg Gorse - Chief Operating Officer, Infinity IPS
Michael Koss - Executive Director, Nomura
Derek Moran - Senior Vice President, Morningstar
Greg Mottla - Partner, Morgan, Lewis & Bockius LLP

2:00pm - 2:45pm

Closed-end seconds and HELOCs: A deep dive into origination and capital strategy

David Sylofski - Partner, Morgan, Lewis & Bockius LLP
Pratik Gupta - Head of CLO & RMBS Research, Bank of America Securities
Allen Price - Senior Vice President, Business Development, BSI Financial Services
Nectar Kalajian - Managing Director, achieve

2:45pm - 3:30pm

Understanding home equity demographics: Who’s the right customer—and why?

Molly Boesel - Senior Principal Economist, Cotality
Nikhil Killamsetti - Vice President, Voya Investment Management
Shannon Santos - Executive Vice President- Data Solution, Informative Research
Tim Wilkinson - Senior Vice President, Long Bridge Finanacial
Harris Trifon - Partner & Portfolio Manager, Lord Abbett

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Networking

3:30pm - 4:00pm

Networking Break

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Track A

Track B

4:00pm - 4:45pm

Assessing HEI product value: Insights from leading investors

Sean Kelly - Partner, Winston & Strawn
Samantha Batt - Principal, Blue Owl Capital
Stuart Lippman - Managing Director, Antarctica Capital
Justin Wang - VP of Capital Markets, Nada Inc.
Angad Paintal - Technical Product Manager Sr. Experian Housing | Capital Markets, Experian

4:00pm - 4:45pm

Evolving servicing challenges across HELOCs, second liens, HEIs, and other equity products

Ralph Armenta - President, Lending-in-a-Box, Incenter Lender Services
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
James Savoldelli - Founder and Chief Executive Officer, Pesto
David Vida - Chief Revenue Officer, LoanCare

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General Session

Track B

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
Jordan Fox - Head of Investor Operations, Point
Michael Iannaccone - Head of Capital Markets, MDI Investments Inc.
Neeralee Patel - Senior Underwriting Counsel, First American Title Insurance Company
Aaron Slan - Head of Capital Markets, Notable

4:45pm - 5:30pm

Securitizing home equity: Execution strategies for HEIs, HELOCs, and second liens

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Networking

5:30pm - 6:30pm

Cocktail Reception

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Tuesday, April 7th (THIS IS THE 2026 AGENDA)Tuesday, 7 April 2026 - US/Central

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