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Mortgage Servicing Rights Spring

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April 29-30, 2026
JW Marriott Dallas Arts DistrictDallas, TX
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Day 1 - April 29th, 2026 - CT (Central Time, GMT-06:00)

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Day 1 - April 29th, 2026 - CT (Central Time, GMT-06:00)
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Showing 1 of 1 Streams
7:00am - 8:00am
Exhibitor Set-Up
8:00am - 8:55am
Registration & Breakfast for all attendees
Showing 1 of 1 Streams
9:00am - 9:40am
MSR market outlook 2026: Macroeconomics, rates & supply–demand dynamics
  • Brandon Ivey - Executive Editor, Inside Mortgage Finance Publications
  • Scott Buchta - Head of Fixed Income Strategy, Brean Capital
  • Brian Simon - Managing Director, Bungalow Funding
  • Vince Zenner - Managing Director, Portfolio Management, Guaranteed Rate
  • Michael Lau - Managing Director, Bayview Asset Management
9:40am - 10:20am
Servicing strategy deep dive: Balancing recapture, excess, and operational Models
  • Shiv Bansal - SVP, Enterprise Risk Management, Pennymac
  • Stephen Faulkner - Chief Revenue Officer, Consolidated Analytics
  • Jennifer McGuinness-Lubbert - CEO, Pivot Financial
  • Aaron Wade - Chief Investment Officer, Onity Group Inc
Showing 1 of 1 Streams
10:20am - 11:05am
Networking Break
Showing 1 of 1 Streams
11:05am - 11:45am
GSEs at the crossroads: policy, reform, and MSR market Impacts
  • Jeana Curro - Managing Director | Head of Agency MBS Research Global Research, Bank Of America
  • Bose George - Managing Director, Keefe, Bruyette & Woods
  • Aishwarya Sinh - Agency CMO Trader, BMO Capital Markets
  • Rishi Bansal - CIO, BankUnited
11:45am - 12:25pm
AI, Data & Tech in MSR Management: Reducing Servicing Costs Through Innovation
  • Matthew Detwiler - SVP of Client Relations, Cenlar
  • Walter Mullen - EVP, Chief Strategy Officer, Onity
  • Keith Soura - Vice President of Engineering, Better Mortgage Corp
  • Charl Lombard - Chief Client Experience Officer, Goosehead Insurance
Showing 1 of 1 Streams
12:25pm - 1:30pm
Lunch
Showing 1 of 1 Streams
1:30pm - 2:10pm
Investor strategy: MSR portfolio construction & rate-driven decision making
  • Cameron Kinvig - Of Counsel, Holland & Knight
  • Nikhil Malik - President & CEO, MAV - MSR Asset Vehicle
  • Jay Lown - President & CEO, Cherry Hill Mortgage
  • Douglas Harter - Executive Director, UBS
2:10pm - 2:50pm
Servicing and MSR Dynamics of HELOCs, Seconds, Reverses, HEI & Other Alternative Products
  • Katrina Llanes - Partner, Alston & Bird
  • Allen Price - Senior Vice President, Business Development, BSI Financial Services
  • John Green - Founder & COO, Nada Inc
  • Hafeeza Woody - Head of Real Estate Partnerships, Splitero
Showing 1 of 1 Streams
2:50pm - 3:05pm
Networking Break
Showing 1 of 1 Streams
3:05pm - 3:45pm
Focused interactive roundtable discussions
  • Kristina Busch - Director, MSR Transaction Management, Annaly Capital Management
  • Charles Clark - SVP, Executive Director, Structured Mortgage Finance, Ever Bank
  • Cardell Smith - Director, MSR Transaction Management, Planet Loan Servicing
Showing 1 of 1 Streams
3:45pm - 4:30pm
MSR Securitization: Structures, Markets & Investor Requirements
  • Larry Goldstone - President, Capital Markets & Lending, BSI Financial Services
Showing 1 of 1 Streams
4:30pm - 5:30pm
Networking Drinks Reception
NextDay 2 - April 30th, 2026
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