November 2-3, 2026
New York Hilton MidtownNew York, NYProvisional Start & End Times:
November 13th 8:00am-6:00pm
November 14th 8:00am- 12:30 pm
Macro Sessions
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The Economy & MSR Market Supply/Demand Dynamics 2026
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Housing/ Mortgage Origination: Where Will The Opportunities For Growth Be? Headwinds?
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Sharpening Your Pencils: The Fed, Where Are Rates Going & How That Will Impact the MSR Market
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C Level Bank/Non-Bank Strategy Plenary: Your MSR Strategy In A Higher For Longer Environment
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Small Group-Origination/investors Only
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The Future Of The MSR Market: How Are You Preparing For Radical Changes?
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Fannie/Freddie Conservatorship: What Will That Mean To The MSR Market?
MSR Ownership Options/Trading
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Deal Dissection ’25: Company M&A And MSR Platform Acquisitions & Dispositions
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PE Players Panel: Buying Servicing Without Origination Vs. Buying A Servicer vs. Buying An Originator vs. Buying Loans
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Scaling Servicing Vs. Monetizing MSRs And The Impact Of Your Strategic Objectives
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Transaction Management Best Practices: What Are Your Most Recent Hot Buttons?
Collateral/Financing
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Fannie vs. Freddie vs. Ginnie Collateral
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Seconds, RTLs, HELOCs, Reverses, DSCR +: Their Servicing & MSR And Why You Can’t Ignore 25% of The Market
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Mortgage & MSR Portfolio Construction, Finding Value & Expected Risk/Return
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Valuation, Margins & Modeling: Future Rate Outlook And The Impact On Your Models
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Excess Financing & Preferred Tracking Stock: Market & Transaction Dynamics And Regulatory & Structural Considerations
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New Developments For Financing Though Bank & Capital Market Debt
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Warehouse Lines & MSR As Liquidity Challenges And Higher Financing Costs Continue:
Post Origination/Trading
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AI, Data, Tech: How Are You Using To Decrease Your Cost Of Servicing?
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Hot Button Regulations, Client Requests And Measuring Performance Of Sub-Servicers & Self-Servicers
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Managing Delinquencies & Forbearance Value
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Recapture Performance Drivers, Premiums & Cross-Selling Strategies In Today’s Market
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Asset Management Strategies & Innovations
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