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Mortgage AI

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October 26-27, 2026
Waldorf Astoria Monarch BeachDana Point,CA
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Day One October 26th - PST

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Day One October 26th - PST
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Showing 1 of 1 Streams
7:00am - 7:45am
Exhibitor Set-Up & Early Registration
Showing 1 of 1 Streams
7:45am - 8:25am
Breakfast & Registration
Showing 1 of 1 Streams
8:25am - 8:30am
IMN Welcome & announcements
8:30am - 9:15am
From hype to hard ROI: The real state of AI deployment across mortgage finance
  • Douglas Harter - Managing Director, U.S. Bancorp | BTIG
  • Abhinav Asthana - CTO, Redwood Trust
  • Dan Vasquez - Senior Director, Engineering and AI Enablement, Rocket Mortgage
  • Michael Marshall - CFO, OCMBC, Inc dba LoanStream Mortgage; Homestar Financial Corporation
  • Nik Shah - Chief Executive Officer, 100x
  • Pritish Nawlakhe - Chief AI & Innovation Officer, AI Novaris
9:15am - 10:00am
AI in mortgage origination: Faster underwriting, smarter workflows & operational efficiency
  • Alysse Prosnick - EVP, Operations, Angel Oak
  • Chuck Iverson - President, Mason-McDuffie Mortgage Corporation
  • Michael Vandi - Chief Executive Officer, Addy AI
  • Mohammad Rashid - SVP - Fintech AI, Tavant
  • Ray Yang - Founder and Chief Executive Officer, Termblocks
  • Suha Zehl - Brand Ambassador, PrudentAI
Showing 1 of 1 Streams
10:00am - 10:15am
Addy AI Product Demo
Showing 1 of 1 Streams
10:15am - 11:00am
Networking break
Showing 1 of 1 Streams
11:00am - 11:45am
Navigating the AI revolution: C-suite perspectives on transforming the mortgage industry
11:45am - 11:55am
Fireside chat: The agile approach to AI change management
  • Varant Herculian - Director of Customer Success, JazzX AI
11:55am - 12:35pm
Mortgage capital markets at machine speed: AI, MSRs & the next era of securitization
  • Eric Lapin - VP, Head of Market Strategy and Intelligence, FICO
  • Alan Qureshi - CEO & Co-Founder, Black Lake Investments
  • Karen Postiglioni - Mortgage Executive and Industry Writer, KP Consulting
  • Stephanie Durflinger - Chief Product Officer, Dark Matter Technologies
Showing 1 of 1 Streams
12:35pm - 12:45pm
Prudent AI Demo
Showing 1 of 1 Streams
12:45pm - 1:45pm
Networking Luncheon
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1:45pm - 2:15pm
Mortgage AI innovation roundtables: Peer-to-peer networking & problem-solving discussions
2:15pm - 3:00pm
Venture capital perspectives: Investing in mortgage AI Innovation
  • What investment thesis drives your firm's approach to mortgage AI, and how has it evolved given current market conditions?
  • Which AI applications in mortgage—fraud detection, appraisal automation, or income verification—are you prioritizing for new investments?
  • How do you evaluate regulatory risk and compliance capabilities when conducting due diligence on mortgage AI startups?
  • What key metrics and milestones differentiate a Series A-ready mortgage AI company from early-stage point solutions?
  • How are you guiding portfolio companies to adapt their AI strategies as origination volumes decline and market dynamics shift?
3:00pm - 3:20pm
From the desk to the process – Putting AI inside the work: a conversation about what it takes, what breaks, and what we’d do differently
Showing 1 of 1 Streams
3:20pm - 3:50pm
Networking break
Showing 1 of 1 Streams
3:50pm - 4:05pm
AI in underwriting: Hype vs. reality
4:05pm - 4:50pm
The AI-powered mortgage investor: Predictive analytics, credit risk & relative value
  • How are institutional investors using AI to identify relative value opportunities across RMBS, Non-QM, HELOC, MSR, CRT, and other mortgage credit sectors?
  • What role is AI playing in prepayment forecasting, delinquency prediction, cash flow modeling, and portfolio surveillance?
  • How are investors leveraging AI-driven analytics to improve credit selection, asset allocation, and risk-adjusted returns in volatile rate and housing market environments?
  • Can AI meaningfully enhance secondary market liquidity, trading execution, and real-time monitoring of mortgage portfolios and structured products?
  • What model risk, transparency, regulatory, and overreliance concerns emerge as investors increasingly depend on AI-generated insights and predictive analytics?
  • How will AI reshape competitive dynamics among mortgage REITs, hedge funds, insurers, private credit firms, and institutional fixed-income investors over the next five years?
4:50pm - 5:35pm
The regulatory, compliance & fair lending reckoning around AI
  • Paul Gigliotti - CEO, California Mortgage Bankers Association (CMBA)
  • Paula Tuffin - Chief Compliance Officer & General Counsel, Better
  • Sheila Oliver - Deputy Commissioner, Escrow & Mortgage Lending, California Department of Financial Protection and Innovation
  • Bryan Jackson - Chief Technical Officer, Gateless
Showing 1 of 1 Streams
5:35pm - 6:35pm
Welcome Drinks Reception
Informal Networking October 25th
NextDay Two October 27th
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