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HEI & Home Equity Capital Markets Fall
September 8-9, 2025
Austin Marriott DowntownAustin, TX
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Monday, September 8th - Day 1 - America/New_York

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Monday, September 8th - Day 1 - America/New_York
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Showing 1 of 1 Streams
8:00am - 8:40am
Registration for All Attendees, Exhibition Opens and Breakfast is Served
Showing 1 of 1 Streams
8:40am - 9:25am
The Home Equity Economy: Navigating Demand and Performance Through Economic Ups and Downs
9:25am - 10:05am
Evolving Approaches to HEI & Home Equity: Products, Players & Practices in Today’s Market
Showing 2 of 2 Streams
10:05am - 11:00am
Networking Break
10:15am - 11:00am
Women’s Small Group Meeting
Showing 2 of 2 Streams
11:00am - 11:45am
Servicing Challenges in Home Equity Investments: Operational Risk, Compliance, and Borrower Engagement
  • Allen Price - Senior Vice President, Sales, Client and Transaction Management, BSI Financial Services
  • David Vida - Chief Revenue Officer, LoanCare
  • Christy Hancock - Partner, Bradley Arant Boult Cummings
11:45am - 12:30pm
Investor Underwriting & Returns: Forecasting, Valuation, and Portfolio Integration
  • Sundance Brenna - Head of Revenue, Nada Inc
  • Samantha Batt - Principal, Blue Owl Capital
  • Stuart Lippman - Managing Director, Antarctica Capital
  • Haakim Nainar - Vice President, Ares Management
11:00am - 11:45am
HELOC Origination & Investment – Innovation, Risk, and Growth
  • Jim Park - Mortgage Banker, Park Place Lending
  • Tim Wilkinson - Chief Technologist, General Dynamics
  • Benjamin Blum - Managing Director, Flexpoint Ford focused
11:45am - 12:30pm
Reverse Mortgages Reimagined: Innovation, Perception, and Market Expansion
  • Peter Mazonas - CEO, NatEquity, Inc
  • Brian Kuhl - Partner, Mayer Brown
  • Dennis Loxton - VP Sales – Reverse Mortgage, Nafinc
  • Nathaniel Ben-David - Principal, Blue Owl Capital
  • Jonathan Scarpati - Chief Production Officer, Finance of America
Showing 1 of 1 Streams
12:30pm - 1:30pm
Networking Luncheon
Showing 2 of 2 Streams
1:30pm - 2:15pm
Track A: Home Equity Investment
  • John Green - Founder & COO, Nada Inc
  • Daniel Anderson - Co-Founder & Chairman, CHEIFS powered by Cornerstone Financing;
  • Michael Gifford - Co-Founder & CEO, Splitero
  • Matthew O'Hara - Chief Investment Officer, Unison
2:15pm - 3:00pm
Marketing & Educating Strategies: How Are you Educating The Consumer?
  • Miron Lulic - CEO, SuperMoney
  • John Jeanmonod - Angel Oak Mortgage Solutions, EVP, Production
  • James Riccitelli - Chief Executive Officer, Unlock Technologies
  • Jordan Fox - Head of Investor Operations, Point
3:00pm - 3:45pm
Standardizing HEI Products: Enhancing Confidence and Scalability
  • James Riccitelli - Chief Executive Officer, Unlock Technologies
  • T.J. Harrington - Senior Vice President, Lender & Mortgage Operations, Stewart Title Guaranty Company
  • Michael Koss - Executive Director, Nomura
1:30pm - 2:15pm
The State of Home Equity: Performance, Players & Economic Pressures
  • Pratik Gupta - Head of CLO & RMBS Research, Bank of America Securities
  • Daniel Hall - Senior Director-RMBS, KBRA
  • Mardi Kari - President, ArcStone Financial Inc.
2:15pm - 3:00pm
Home Equity Models: Lease-to-Own, Shared Equity and Other Programs to Home Ownership
  • Michael Micheletti - Chief Marketing Officer, Unlock Technologies
  • Ed Messman - CEO, Rook/Legacy Group Capital
  • Michael Iannaccone - President, MDI Investments Inc.
  • Jamie Glenn - Co-Founder & COO, Knock
  • Stephanie Damsky - Director of Capital Markets, Splitero
3:00pm - 3:45pm
Closed-End Second Mortgages – Origination, Profitability & Regulation
Showing 1 of 1 Streams
3:45pm - 4:15pm
Networking Break
Showing 2 of 2 Streams
4:15pm - 5:00pm
Overcoming Regulatory Barriers and Enhancing Consumer Protection
5:00pm - 5:45pm
Exploring Securitization Strategies
  • Michael McElroy - Partner, Mayer Brown
  • Cory Barry - Partner, Morgan, Lewis & Bockius LLP
  • Michael Koss - Executive Director, Nomura
4:15pm - 5:00pm
Structuring and Securitizing Home Equity Debt: Strategies for a Dynamic Market
  • Eugene Belostotsky - Director, Securitizes Products Research, Citi
5:00pm - 5:45pm
Servicing Home Equity Debt: Operational Excellence in a Complex Landscape
Showing 1 of 1 Streams
5:45pm - 6:50pm
Cocktail Reception
6:50pm - 6:55pm
Day One Concludes
Sunday September 7th- Set up day
NextTuesday, September 9, 2025, Day 2
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