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HELOCS and Second Liens
September 14-15, 2026
JW Marriott AustinAustin, TX
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Key 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 - America/New_York

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Day One - Monday September 14th - America/New_York
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Showing 1 of 1 Streams
7:30am - 8:25am
Registration & breakfast
Showing 1 of 1 Streams
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
  • Derrick B. Gruner - Chief Capital Markets Officer & General Counsel, Real World Asset
  • Fabien Thierry - Head of Home Equity Lending, Citizens Financial Group
  • Kevin Doyle - Managing Director, Cantor Fitzgerald
  • Ryan Craft - CEO, Saluda Grade
  • James Savoldelli - Founder and Chief Executive Officer, Pesto
9:10am - 9:40am
Opening Keynote
9:40am - 10:20am
The future of automated HELOC underwriting: real-time credit, real-time decisions
  • Adam Boyd - President of Consumer Lending, Rate
  • Paul Marchese - Managing Principal, Setpoint
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
Showing 1 of 1 Streams
11:00am - 11:35am
Networking break
Showing 1 of 1 Streams
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 Silbertstein - Chief Capital Officer, Unlock
12:45pm - 1:00pm
Finance of America Fireside Chat
  • Jodi Bell - SVP of Business Development, Finance of America
Showing 1 of 1 Streams
1:00pm - 2:00pm
Networking luncheon
Showing 1 of 1 Streams
2:00pm - 2:30pm
Fireside Chat
  • Sadi Khan - Co-Founder and Chief Executive Officer, Aven
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
  • 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
3:40pm - 4:20pm
The Home Equity Opportunity for Institutions
  • Ralph Armenta - President, Lending-in-a-Box & SVP, Incenter Lender Services
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
4:20pm - 4:35pm
Networking break
Showing 2 of 2 Streams
4:35pm - 5:15pm
Modernizing HELOC servicing: Driving utilization, engagement & growth across the product lifecycle
  • Allen Price - Sales, Client and Transaction Management, BSI Financial Services
  • Ben Brunson - VP of Loan Service Operations, Golden 1 Credit Union
5:15pm - 5:55pm
Special-purpose lending: The expanding use cases for HELOC and second-lien credit
  • 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
  • Lilynda Stewart - Director of Home Equity and Direct Auto Lending Products, Golden 1 Credit Union
4:35pm - 5:15pm
Closed-end seconds and HELOCs: Origination strategy in the new rate environment
  • Brent Mora - Vice President of Mortgage Lending, Generations Federal Credit Union
  • Kenneth Flaherty - Director, Retail Lending, Curinos
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
5:55pm - 6:55pm
Cocktail reception
Showing 1 of 1 Streams
6:55pm - 7:00pm
Day one concludes
Exhibitor Set-up - Sunday September 13th
NextDay Two - Tuesday September 15th
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