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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
  • Vineet Gupta - Managing Director - Head of Credit Analytics, BlackRock
  • Jeana Curro - Managing Director | Head of Agency MBS ResearchGlobal Research, Bank Of America
  • Lee Malone - Vice President, HELOC Sales and Product Division, Arc Home
  • Peter Mazonas - CEO, NatEquity, Inc
  • Kenneth Flaherty - Senior Manager - Retail Lending, Curinos
9:25am - 10:05am
Evolving Approaches to HEI & Home Equity: Products, Players & Practices in Today’s Market
  • Marisa Calderon - President & CEO, Prosperity Now
  • Jordan Fox - Head of Investor Operations, Point
  • Michael Gifford - Co-Founder & CEO, Splitero
  • Rich Kuegler - Senior Vice President, Director of Client Success, Stewart Title Guaranty Company
  • Jeffrey Glass - CEO, Hometap
  • James Riccitelli - Chief Executive Officer, Unlock Technologies
Showing 2 of 2 Streams
10:05am - 11:00am
Networking Break
10:15am - 11:00am
Women’s Small Group Meeting
  • Holly Spencer Bunting - Partner, Mayer Brown LLP
  • Alice Hrdy - Partner, Morgan, Lewis & Bockius LLP
Showing 2 of 2 Streams
11:00am - 11:45am
Servicing Challenges in Home Equity Investments: Operational Risk, Compliance, and Borrower Engagement
  • AJ Dhaliwal - Partner, Sheppard Mullin Richter & Hampton LLP
  • Allen Price - Senior Vice President, Sales, Client and Transaction Management, BSI Financial Services
  • Christy Hancock - Partner, Bradley Arant Boult Cummings
  • Eric Seabrook - VP, Business Development, LoanCare
  • Adam Jaskievic - Chief Compliance Officer, Hometap Equity Partners
  • Chamone Williams - Director of Post-Closing and Servicing, Splitero
11:45am - 12:30pm
Investor Underwriting & Returns: Forecasting, Valuation, and Portfolio Integration
  • Sundance Brennan - Head of Revenue, Nada Inc
  • Samantha Batt - Principal, Blue Owl Capital
  • Stuart Lippman - Managing Director, Antarctica Capital
  • Haakim Nainar - Principal, Ares Management
  • Janko Nedic - Co-Founder, Nebra Capital
11:00am - 11:45am
HELOC Origination & Investment – Innovation, Risk, and Growth
  • Jim Park - Mortgage Banker, Park Place Lending
  • Tim Wilkinson - Senior Vice President, Long Bridge Finanacial
  • Benjamin Blum - Managing Director, Flexpoint Ford focused
  • Lilynda Stewart - Head of Home Equity Lending Products, Golden 1 Credit Union
  • John Jeanmonod - Angel Oak Mortgage Solutions, EVP, Production
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, New American Funding
  • Nathaniel Ben-David - Principal, Blue Owl Capital
  • Jeremy Prahm - Chief Investment Officer, Finance of America
Showing 1 of 1 Streams
12:30pm - 1:30pm
Networking Luncheon
Showing 2 of 2 Streams
1:30pm - 2:15pm
C-Level Insights: Strategies, Products & Policy in HEI Origination
  • Sean Kelly - Partner, Winston & Strom
  • John Green - Founder & COO, Nada Inc
  • Daniel Anderson - Co-Founder & Chairman, CHEIFS powered by Cornerstone Financing;
  • Matthew O'Hara - Chief Investment Officer, Unison
2:15pm - 3:00pm
Marketing & Educating Strategies: How Are you Educating The Consumer?
  • Jordan Wilde - Founder & CEO, JW Partner Solutions
  • 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
  • Chrissi Johnson - Founder & CEO, The Alinement Initiative
1:30pm - 2:15pm
The State of Home Equity: Performance, Players & Economic Pressures
  • Jeremy Potter - Founder, Next Belt Strategies
  • 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
  • Mahesh Shetty - CEO, ILE Homes
  • Stephen Todres - Investor, AFV
3:00pm - 3:45pm
Closed-End Second Mortgages – Origination, Profitability & Regulation
  • Tom Davis - Chief Sales Officer, Deephaven Mortgage
  • Allison Ashmore - Chief Revenue Officer, Vista Point
  • Kyle Owens - Partner, Bradley
  • Michael Soliz - President, 1 Oak Advisory
  • Tom Boren - SVP of Acquisitions, Aspen Funds
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
  • Vincent Fiorillo - Founder & CEO, Park Slope Advisors LLC
  • Holly Spencer Bunting - Partner, Mayer Brown LLP
  • Matthew Windsor - Deputy General Counsel, Point
  • Alice Hrdy - Partner, Morgan, Lewis & Bockius LLP
  • James Riccitelli - Chief Executive Officer, Unlock Technologies
  • Jim Milano - Attorney at Law, Mcglinchey
  • Carl Webb - Managing Director, Aryming Asset Management
5:00pm - 5:45pm
Exploring Securitization Strategies
  • Cara Newman - Head of Structured Finance, Hometap
  • 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
  • Eric Hagen - Managing Director Mortgage & Specialty Finance, BTIG
  • Eugene Belostotsky - Director, Securitizes Products Research, Citi
  • Matthew O'Hara - Chief Investment Officer, Unison
  • Ed DeVito - Senior Managing Director, Kroll Bond Rating Agency
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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