September 2027
Venue: TBAAustin, 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 (THIS IS THE 2026 AGENDA) - US/Central
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Day One - Monday September 14th (THIS IS THE 2026 AGENDA) - US/Central
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Showing 1 of 1 Streams
Registration
7:30am - 8:25am
Registration & breakfast
Showing 1 of 1 Streams
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
- Jose Bethancourt - CEO, Method Financial
- Paul Marchese - Managing Principal, Setpoint
- Tom Anderson - Chief Executive Officer, Momnt
10:20am - 11:00am
C-Suite Perspectives: Unlocking Growth, Profitability and Customer Value in HELOCs and Second Liens
- Vineet Gupta - Managing Director - Head of Credit Analytics, BlackRock
- Chris Mayer - Chief Executive Officer, Longbridge Financial
- Will Pendleton - Chief Business Officer, The Loan Store
- Allison Ashmore - Chief Revenue Officer, Vista Point
- Jackie Frommer - Chief Operating Officer, Ajax Alternative Credit
Showing 1 of 1 Streams
Networking
11:00am - 11:35am
Networking break
Showing 1 of 1 Streams
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
- Al Qureshi - President, Black Lake Investments
- Peter Silberstein - Chief Capital Officer, Unlock
- Angello Izere - Head of Capital Markets, Better
- Dan Hall - Managing Director, KBRA
- Ishan Prasad - VP of Capital Markets, Figure
Showing 1 of 1 Streams
Networking
1:00pm - 2:00pm
Networking luncheon
Showing 1 of 1 Streams
General Session
2:00pm - 2:30pm
Days to minutes – The new HELOC economics
- Kate Lynch - Chief External Affairs Officer, The Loan Store
- 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 - 3:15pm
Investor roundtable: Why institutions are allocating to home equity credit
- Rovshan Danilov - Director, BNY’s Structured Debt Platform, 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
- Blake Eger - Chief Strategy Officer & Senior PM, Saluda Grade
3:15pm - 3:45pm
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
3:45pm - 4:25pm
Unlocking today’s home equity market on bank balance sheets
- Ralph Armenta - President, Lending-in-a-Box & SVP, Incenter Lender Services
- Chad Powers - SVP, Head of Home Equity and Head of Real Estate Systems, Fifth Third Bank
- Kenneth Flaherty - Director, Retail Lending, Curinos
- Saket Nigam - Senior Director - Wholesale & Sales Success, Figure
3:45pm - 4:25pm
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
4:25pm - 4:40pm
Networking break
Showing 2 of 2 Streams
Track A
Track B
4:40pm - 5:20pm
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
- Christopher Randall - SVP Secondary Marketing, Homebridge Financial Services
- Ross Cowan - Senior Vice President of Specialty Lending, The Loan Store
- TJ Harrington - Senior Vice President-National Product and Sales Enablement, Stewart Lender Services
5:20pm - 6:00pm
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, Notable
- Jodi Bell - SVP of Business Development, Finance of America
- Lee Miller - Co-Founder and President, RenoFi
4:40pm - 5:20pm
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
- Tedd Smith - Chief Executive Officer, FirstClose
Showing 1 of 1 Streams
Networking
6:00pm - 7:00pm
Cocktail reception
Showing 1 of 1 Streams
Registration
7:00pm - 7:05pm
Day one concludes
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