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Mortgage Servicing Rights Fall
November 2-3, 2026
New York Hilton MidtownNew York, NY
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Day One - 11/2 - EST

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Day One - 11/2 - EST
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Showing 1 of 1 Streams
7:30am - 8:25am
Registration & breakfast
Showing 1 of 1 Streams
8:30am - 9:15am
MSR market outlook: Supply, demand & valuation trends
  • Alan Qureshi - CEO & Co-Founder, Black Lake Investments
  • Jeana Curro - Managing Director | Head of Agency MBS Research Global Research, Bank Of America
  • Mike Carnes - Managing Director, MSR Valuations, MIAC Analytics
  • Brian Simon - Managing Director, Bungalow Funding
9:15am - 10:00am
C-Suite strategy forum: Rethinking MSR strategy in a changing economic environment
  • Max Betzig - Practice Lead Mortgage ERM, QRM
  • Mike Patterson - Chief Operating Officer, Freedom Mortgage Corporation
  • Baron Silverstein - President, NewRez
Showing 2 of 2 Streams
10:00am - 10:45am
Networking break
10:10am - 10:40am
Women in mortgage finance networking roundtables: Leadership, growth & opportunity

Start the day with an engaging conversation on the evolving role of women across mortgage finance. Join industry leaders as they share insights on career advancement, executive leadership, mentorship, sponsorship, and building high-performing teams. This breakfast briefing offers a forum to exchange ideas, expand professional networks, and explore strategies for developing the next generation of leaders across lending, servicing, capital markets, and mortgage technology.

Showing 2 of 2 Streams
10:45am - 11:30am
MSR investment strategies: Portfolio construction, acquisition & value creation
  • Michael Lau - Managing Director, Bayview Asset Management
  • Rich McRedmond - Managing Director, Two Harbors Investment Corp.
  • Nikhil Malik - President & CEO, MAV - MSR Asset Vehicle
  • Larry Goldstone - President, Capital Markets & Lending, BSI Financial Services
11:30am - 12:15pm
AI in mortgage servicing: From experimentation to measurable ROI
  • Joshua Bishop - COO, Servicing, NewRez
  • David Sheeler - Senior EVP & President of Residential Servicing, Freedom Mortgage
12:15pm - 1:00pm
MSR strategy across agency markets: Fannie, Freddie & Ginnie compared
  • Shiv Bansal - SVP, Enterprise Risk Management, Pennymac
  • Richard Cooperstein - Director of Alliances & Policies, Andrew Davidson & Co.
10:45am - 11:30am
Recapture, retention & customer lifetime value: Maximizing returns beyond the MSR
  • Douglas Harter - Managing Director, BTIG
  • Nathan Den Herder - Founder & CEO, Ardley
  • Bindiya Jain - Senior Director of Product Innovation, North America, Experian
11:30am - 12:15pm
MSR owners & investors closed door deal exchange
12:15pm - 1:00pm
Capital connections: Financing & liquidity roundtables
Showing 1 of 1 Streams
1:00pm - 2:00pm
Lunch
Showing 2 of 2 Streams
2:00pm - 2:45pm
Borrower performance in focus: Delinquencies, forbearance & market impacts
  • Ian Richards - Vice President, MIAC Borrower Analytics Group
  • Gauhar Turmuhambetov - Managing Director-Head of Structured Products, Credit, and Derivatives Modeling, Blackrock
  • Roger Ashworth - Head of Research and Data, Saluda Grade
  • Peter Slagowitz - CEO, Spurs Capital, LLC
  • Susan Allen - Chief Product Officer, Experian
2:45pm - 3:30pm
The rules of the road: Regulatory and structural issues impacting MSR strategy
  • Michael Drayne - SVP for Capital Markets, Housing Policy Council
  • Brit Dufilho - Partner, Co-Head Structured Finance & Securization, Hunton Andrews Kurth LLP
  • Chris O'Leary - Partner, Dentons
2:00pm - 2:45pm
MSR securitization in focus: Innovation, risk, and value creation
2:45pm - 3:30pm
HELOCs, HEIs, DSCR, RTLs & Reverse Mortgages: The new servicing landscape
  • Chamone Williams - Director of Post-Closing and Servicing, Splitero
  • Allen Price - Sales, Client and Transaction Management, BSI Financial Services
  • Katrina Llanes - Partner, Alston & Bird
  • Angad Paintal - Sr. Technical Product Manager Sr. Experian Housing | Capital Markets, Experian
Showing 1 of 1 Streams
3:30pm - 4:00pm
Networking break
Showing 1 of 1 Streams
4:00pm - 4:45pm
MSR transaction management: Current hot buttons, best practices & lessons learned
  • Cardell Smith - Director, MSR Transaction Management, Planet
4:45pm - 5:30pm
The Fed, rates & the MSR market: What comes next?
  • Jay Lown - President & CEO, Cherry Hill Mortgage
  • Scott Buchta - Head of Fixed Income Strategy, Brean Capital
  • Qi Zhang - Managing Director - Portfolio Management, Mission Servicing Asset Management
Showing 1 of 1 Streams
5:30pm - 6:30pm
Cocktail reception
6:30pm - 6:35pm
Conference day one concluded
NextDay Two - 11/3
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