Agenda - Day one- November 13th | Mortgage Servicing Rights NYC

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Registration

7:40am - 8:25am

Registration… Breakfast is Served Exhibition is Open

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General Session

8:25am - 9:10am

The Economy & MSR Market Supply/Demand Dynamics 2026

Jake Katz - Head of Analytics Research, LSEG Data & Analytics
Preetam Purohit - Head of Hedging & Analytics, Embrace Home Loans
Michael Fratantoni - Chief Economist, Mortgage Bankers Association
Aaron Wade - Chief Investment Officer, Onity Group Inc
Vince Zenner - Managing Director, Portfolio Management, Guaranteed Rate
Nick Letica - Chief Investment Officer, Two Harbors Investment Corp.

9:10am - 9:55am

“C-Level” Bank/Non-Bank Strategy Plenary: Changing Your MSR Strategy In A Changing Economic Environment

Ken Adler - Managing Director, Annaly Capital Management
Michael Lau - Managing Director, Bayview Asset Management
Mike Patterson - Chief Operating Officer, Freedom Mortgage Corporation
Robert Williams - Co-Founder & CEO, Grander Investment Management
Walt Mullen - EVP-Chief Strategy Officer, Onity Group Inc.
Bill Greenberg - President & CEO, Two Harbors Investment Corp

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Networking Break

9:55am - 10:45am

Networking Break

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Track A

Track B

10:45am - 11:30am

New Developments In Financing Through Bank, Securitization & Excess Financing As The Interest Rate Environment Flips

Erik Klingenberg - Chair, Capital Markets, Dentons
Taylor Speers - Partner, Holland & Knight
Brit Mohler Dufilho - Partner, Hunton & Williams LLP
Matthew Griffin - Vice President, Atlas SP

11:30am - 12:15pm

Managing Delinquencies & Forbearance Value

Cameron McCrum - Vice President, RJO FIG (a StoneX Company)
Daniel Swanson - Senior Statistician and Project Manager, Andrew Davidson & Co., Inc
Teddy Rettinger - VP-Valuation & Investment Management, CrossCountry Mortgage, LLC
Bindiya Jain - Senior Director of Product Innovation, North America, Experian
David Oh - Director, PolyPaths, Numerix

12:15pm - 1:00pm

Warehouse Lines & MSR As Liquidity Challenges In Today’s Environment

Ben Elliott - BI Analyst-Financials, Bloomberg Intelligence
Rishi Bansal - CIO, BankUnited
Colin Luba - SVP Head of Mortgage Finance Lending, Cenlar
Stephanie Hines - Counsel, Dentons
John Marchisello - Associate, Holland & Knight

10:45am - 11:30am

AI, Data, Tech: How Are You Using To Decrease Your Cost Of Servicing? (interactive, format)

Vimi Vasudeva - Managing Director, Optimal Blue
Nik Shah - CEO, Home.llc

11:30am - 12:15pm

Regulatory & Structural Considerations (interactive format)

Erik Klingenberg - Chair, Capital Markets, Dentons
Taylor Speers - Partner, Holland & Knight

12:15pm - 1:00pm

Investor Strategy Deep Dive: MSR Portfolio Construction & Acquisition Paths for PE Firms and Hedge Funds (interactive format)

Andy Ball - Chief Investment Officer & Partner, Richbrook Advisors

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Lunch

1:00pm - 2:00pm

Luncheon

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Track A

Track B

2:00pm - 2:45pm

Seconds, RTLs, HELOCs, Reverses, HEI, DSCR +: Their Servicing & MSR And Why You Can’t Ignore 25% of The Market

Derrick B. Gruner - Chief Capital Markets Officer & General CounselChief Capital Markets Officer & General Counsel Realworld Asset Group, Real World Asset
Katrina Llanes - Partner, Alston & Bird
Allen Price - Senior Vice President, Sales, Client and Transaction Management, BSI Financial Services
Chamone Williams - Director of Post-Closing and Servicing, Splitero
Chris Mayer - Chief Executive Officer, Longbridge Financial

2:45pm - 3:30pm

Hedging & Risk Management As Gears Shift

Max Betzig - Practice Lead Mortgage ERM, QRM
Vineet Gupta - Managing Director - Head of Credit Analytics, BlackRock
Jennifer McGuinness-Lubbert - President, Pivot Financial
John Coleman - SVP, MD Fixed Income Group, RJO Fix (A StoneX Company)
Alan Qureshi - President, Black Lake Investments

2:00pm - 2:45pm

Fannie vs. Freddie vs. Ginnie Collateral (interactive format)

Gauhar Turmuhambetov - Managing Director-Head of Structured Products, Credit, and Derivatives Modeling, Blackrock
Ian Richards - Vice President, MIAC Borrower Analytics Group

2:45pm - 3:30pm

Scaling Servicing Vs. Monetizing MSRs And The Impact Of Your Strategic Objectives (interactive format)

Brian Luitjohan - SVP, Mortgage Valuation and Market Risk Oversight, Truist
Paul Walker - Chief Financial Officer, Planet Home Lending

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Networking Break

3:30pm - 3:50pm

Networking Break

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Keynote Address

3:50pm - 4:10pm

Keynote Address

David Finkelstein - Chief Executive Officer & Co-Chief Investment Officer, Annaly Capital Management, Inc.

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General Session

4:10pm - 4:55pm

Sharpening Your Pencils: The Fed, Where Are Rates Going & How That Will Impact the MSR Market

Geoffrey Sharp - Managing Director, Head of Product Development & Sales, Eris Innovations
Larry Goldstone - President, Capital Markets & Lending, BSI Financial Services
Jay Lown - President & CEO, Cherry Hill Mortgage
Kevin Carroll - Product Manager, Quantitative Risk Management
Kevin Peranio - Chief Lending Officer, PRMG
Nicholas Manolis - Senior Vice President, MIAC MSR Valuations Group

4:55pm - 5:40pm

Transaction Management Best Practices: What Are Your Most Recent Hot Buttons?

Kristina Busch - Director, MSR Transaction Management, Annaly Capital Management
Hakan Beygo - Senior Director, Bulk Loan Acquisitions, Freddie Mac
Cynthia Heil-Corzine - Senior Vice President, Freedom Mortgage
Cardell Smith - Director, MSR Transaction Management, Planet Home Lending, LLC

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Cocktail Reception

5:40pm - 6:40pm

Cocktail Reception

6:40pm - 6:50pm

End of Day One

Day one- November 13thThursday, November 13, 2025 - CT (Central Time, GMT-06:00)

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