September 14-15, 2026
JW Marriott AustinAustin, TXKey Sessions
Michael Tannenbaum
The new home equity superhighway: Express lanes transforming capital markets for originators and investors
Figure
Sadi Khan
Opening Keynote
Aven
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Day One - Monday September 14th - US/Central
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Day One - Monday September 14th - US/Central
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Showing 1 of 1 Streams
Registration
7:30am - 8:25am
Registration & breakfast
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General Session
8:25am - 8:30am
Welcome & Opening Remarks
8:30am - 9:10am
The state of housing finance: Structural change, rate cycles, and the future of mortgage credit
- Kevin Doyle - Managing Director, Cantor Fitzgerald
- Fabien Thierry - Head of Home Equity Lending, Citizens Financial Group
- James Savoldelli - Founder and Chief Executive Officer, Pesto
- Keri Findley - Founder & CEO, Tacora Capital
- Ryan Craft - CEO, Saluda Grade
9:10am - 9:40am
Opening Keynote
9:40am - 10:20am
The future of automated HELOC underwriting: real-time credit, real-time decisions
- Rich Kuegler - Senior Vice President, Director of Client Success, Stewart Title Guaranty Company
- Adam Boyd - President of Consumer Lending, Rate
- Paul Marchese - Managing Principal, Setpoint
- Vishal Garg - Chief Executive Officer, Better
- Jose Bethancourt - CEO, Method Financial
10:20am - 11:00am
C-Suite Perspectives: Unlocking Growth, Profitability and Customer Value in HELOCs and Second Liens
- Chris Mayer - Chief Executive Officer, Longbridge Financial
- Will Pendleton - Chief Business Officer, The Loan Store
- William Ashmore - Chief Executive Officer, Vista Point Mortgage
Showing 1 of 1 Streams
Networking
11:00am - 11:35am
Networking break
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General Session
11:35am - 12:05pm
The new home equity superhighway: Express lanes transforming capital markets for originators and investors
- Michael Tannenbaum - Chief Executive Officer, Figure
12:05pm - 12:45pm
Securitizing home equity: RMBS structures, investor demand, and market evolution
- Angello Izere - Head of Capital Markets, Better
- Dan Hall - Managing Director, KBRA
- Ishan Prasad - VP of Capital Markets, Figure
- Nathaniel Ben-David - Principal, Blue Owl Capital
- Peter Silberstein - Chief Capital Officer, Unlock
Showing 1 of 1 Streams
Networking
1:00pm - 2:00pm
Networking luncheon
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General Session
2:00pm - 2:30pm
Fireside Chat
- Phil Shoemaker - Chief Executive Officer, The Loan Store
- Rayan Rizvi - Product Manager, Aven
- Sadi Khan - Co-Founder and Chief Executive Officer, Aven
- Will Pendleton - Chief Business Officer, The Loan Store
2:30pm - 3:10pm
Investor roundtable: Why institutions are allocating to home equity credit
- Rovshan Danilov - Structured Finance Analytics Lead, BNY Corporate Trust, BNY
- Andrew Vassallo - VP of Capital and Cofounder, Hometap
- Burak Cetin - Managing Director, Head of Residential Asset Finance, Barings
- Owen Baggett - Vice President, Sixth Street
- Tommy Wilson - Principal, Consumer and Residential Credit Trading, Apollo Global Management
3:10pm - 3:40pm
CEO’s in Conversation: Comparing HEI to HELOCS and second liens
- Jim Riccitelli - CEO and Co-Founder, Unlock Technologies
- Ryan Craft - CEO, Saluda Grade
Showing 2 of 2 Streams
Track A
Track B
3:40pm - 4:20pm
Unlocking today’s home equity market on bank balance sheets
- Ralph Armenta - President, Lending-in-a-Box & SVP, Incenter Lender Services
- Anthony Stratis - Vice President of Lending Partnerships, Figure
- Chad Powers - SVP, Head of Home Equity and Head of Real Estate Systems, Fifth Third Bank
- Kenneth Flaherty - Director, Retail Lending, Curinos
3:40pm - 4:20pm
Originators & investors: Deal flow exchange (closed-door roundtable)
A candid, off-the record discussion bringing together originators and institutional investors to align on deal flow, pricing, and appetite across HELOC and second-lien products. Under Chatham House Rules, participants will share real-time perspectives one what’s trading, where demand is strongest, and how structures are still evolving – creating a high-end forum for market intelligence and actionable connections.
Showing 1 of 1 Streams
Networking
4:20pm - 4:35pm
Networking break
Showing 2 of 2 Streams
Track A
Track B
4:35pm - 5:15pm
Modernizing HELOC servicing: Driving utilization, engagement & growth across the product lifecycle
- Adam Beedenbender - Partner, Burke Moore Law Group (BMLG)
- Allen Price - Sales, Client and Transaction Management, BSI Financial Services
- Ben Brunson - VP, Deposit and Loan Servicing Operations, Golden 1 Credit Union
- Liz Harrell - VP Mortgage Sales, TDECU
5:15pm - 5:55pm
Special-purpose lending: The expanding use cases for HELOC and second-lien credit
- Lilynda Stewart - Director of Home Equity and Direct Auto Lending Products, Golden 1 Credit Union
- Aaron Slan - Head of Capital Markets, Noteable
- Denya Macaluso - Vice President of Residential Lending, MSU Federal Credit Union
- Jodi Bell - SVP of Business Development, Finance of America
- Lee Miller - Co-Founder and President, RenoFi
4:35pm - 5:15pm
Closed-end seconds and HELOCs: Origination strategy in the new rate environment
- Kenneth Flaherty - Director, Retail Lending, Curinos
- Brent Mora - Vice President of Mortgage Lending, Generations Federal Credit Union
- Kenneth Flaherty - Director, Retail Lending, Curinos
- Adam Anderson - Managing Director of Production, The Loan Store
- TJ Harrington - Senior Vice President-National Product and Sales Enablement, Stewart Lender Services
5:15pm - 5:55pm
Capital markets “Build-a-Deal” strategy lab: Structuring for execution
An interactive, practitioner-led session focused on how HELOC and second lien deals actually get structured, funded, and brought to market. Through real-world scenarios and peer discussion, participants will explore the trade-offs across warehouse financing, forward flows, whole loan sales, and securitization – gaining practical insight into building a capital strategy
Showing 1 of 1 Streams
Networking
5:55pm - 6:55pm
Cocktail reception
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Registration
6:55pm - 7:00pm
Day one concludes
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