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HEI & Home Equity Capital Markets
April 7-8, 2026
Grand Hyatt NashvilleNashville, TN
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This is the 2025 agenda. 2026 agenda will be posted in due time. - US/Central

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This is the 2025 agenda. 2026 agenda will be posted in due time. - 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
  • Pratik Gupta - Head of CLO & RMBS Research, Bank of America
9:15am - 10:00am
An Overview of What Is Different Today About The HEI & Home Equity Loan Universe
  • Jordan Fox - Head of Investor Operations, Point
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
  • Jim Riccitelli - CEO and Co-Founder, Unlock
11:40am - 12:25pm
HEI Product Relative Value: The Investor Panel
  • Samantha Batt - Principal, Blue Owl Capital
12:25pm - 1:10pm
Home Equity Investments For New Residences: Lease to Own & Downpayment Assistance Products
10:55am - 11:40am
State of The Home Equity
11:40am - 12:25pm
Senior Executive Home Equity Debt Strategies For Volatile Interest Rates & Equity-Rich Homeowners
12:25pm - 1:10pm
A Deep Dive Into Closed End Second & HELOC Origination & Investment
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
2:55pm - 3:50pm
Securitization Execution For Of HEI, HELOC And 2nd Lien Products
  • 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
5:00pm - 5:45pm
Navigating Capital Markets & Warehouse Line for Home Equity Products Amid Uncertain Future Rates
Showing 1 of 1 Streams
5:45pm - 6:45pm
Networking Reception
March 26th Setup Day
NextDay 2- March 28th 2025
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