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Mortgage Servicing Rights Texas
May 1-2, 2025
JW Marriott Dallas Arts DistrictDallas, TX
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Day 1 - May 1st, 2025 - CT (Central Time, GMT-06:00)

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Day 1 - May 1st, 2025 - CT (Central Time, GMT-06:00)
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Showing 1 of 1 Streams
7:15am - 8:00am
Exhibitor Set-Up
8:00am - 8:55am
Registration & Breakfast for all attendees
Showing 1 of 1 Streams
9:00am - 9:45am
MSR Market Dynamics: Interest Rates & Macroeconomic Factors
  • R.C Whalen - Chairman, Whalen Global Advisors
  • Larry Goldstone - President, Capital Markets & Lending, BSI Financial Services
  • David Sheeler - Senior EVP & President of Residential Servicing, Freedom Mortgage
  • Vince Zenner - Managing Director, Portfolio Management, Guaranteed Rate
9:45am - 10:30am
Servicing Outlook: Recapture, excess & in-house vs. sub-servicing
  • Paul Libretta - Partner, Holland & Knight
  • Ken Harrison - VP, Enterprise Sales, BSI Financial Services
  • Michael Keaton - SVP Subservicing Business Development, Onity Group
  • Shane Ross - Head of Servicing, Newrez
  • Ty Miller - Managing Director, Head of Asset Management, Annaly Capital Management
Showing 1 of 1 Streams
10:30am - 11:15am
Networking Break
Showing 1 of 1 Streams
11:15am - 12:00pm
Supply-Demand & MSR Portfolio Performance Outlook
  • Douglas Harter - Executive Director, UBS
  • Michael Lau - Managing Director, Bayview Asset Management
  • David Burruss - MSR Services Sales Director, Mortgage Capital Trading
  • Simon Aldrich - Senior EVP, Freedom Mortgage
12:00pm - 12:45pm
Evolution of MSR Financing & Securitization
  • Taylor Speers - Partner, Holland & Knight
  • Katrina Llanes - Partner, Alston & Bird
  • Dominic Odaditch - Managing Director, ATLAS SP Partners
  • Tricia McKitty - Director, Servicing Capital Markets Transactions, Freddie Mac
Showing 1 of 1 Streams
12:45pm - 1:45pm
Lunch
Showing 1 of 1 Streams
1:45pm - 2:30pm
Housing Data & Mortgage Origination Trends
  • Pratik Gupta - Head of CLO & RMBS Research, Bank of America Securities
  • Brian Simon - Managing Director, Bungalow Funding
  • Dick Kazarian - Director of Borrower Analytics, MIAC Analytics
2:30pm - 3:15pm
To Hedge or Not to Hedge?
  • Bose George - Managing Director, Keefe, Bruyette & Woods
  • Kevin Carroll - Product Manager, Quantitative Risk Management
  • John Coleman - SVP, Managing Director, RJ O'Brien & Associates
  • Geoffrey Sharp - Managing Director, Head of Product Development & Sales, Eris Innovations
Showing 1 of 1 Streams
3:15pm - 3:45pm
Networking Break
Showing 1 of 1 Streams
3:45pm - 4:30pm
MSR & Servicing Outlook for Alternative Products
  • Michael Keaton - SVP Subservicing Business Development, Onity Group
  • Eric Seabrook - VP, Business Development, LoanCare
4:30pm - 5:15pm
Accurate Valuation & Pricing Dynamics as Rates Come Down
  • Geoffrey Sharp - Managing Director, Head of Product Development & Sales, Eris Innovations
  • Mike Carnes - Managing Director, MSR Valuations, MIAC Analytics
  • Marcus Vazquez - EVP- Financial Analysis & Valuation, PennyMac
  • Avinash Daga - VP Portfolio Investments, Mr. Cooper
Showing 1 of 1 Streams
5:15pm - 6:15pm
Networking Drinks Reception
Welcome Networking Drinks - April 30th
NextDay 2 - May 2nd, 2025
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