5th Annual NON-QM Forum 2024 | Information Management Network (IMN) | 13 June 2024 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

This Forum will be constructed from both the loan origination and investor perspectives, delving into the critical issues through panel discussions with multiple points of view, and smaller group meetings and roundtables for a more holistic forum experience.

As lenders begin to re-enter the space, Longevity is still relevant. Can lenders take the long road? Mortgage rates and subsequent housing prices continue to surge, Non-QM could be viewed as unstable. The market is certainly seeing some level of resilience and housing prices are beginning to lighten up a bit. Join the biggest conversations surrounding the industry's top trends, opportunities and challenges.

Why Attend
• Expand Your Reach & Your Network
Forge new connections and harness existing ones while participating in various networking opportunities and via the networking app.
• Insights, Trends & Strategies
Learn from industry experts and thought leaders as they share insights and strategies on how to navigate the Non-QM market successfully.
• Capitalize on New Opportunities
Explore new ways to drive the future of the Non-QM market forward by collaborating with mortgage bankers, lenders, underwriters & arrangers, ratings agencies, and more.

Who Should Attend
• Mortgage bankers
• Private lenders in the Non-QM space
• Warehouse lenders
• Underwriters and arrangers
• Legal counsel
• Ratings agencies
• Mortgage servicers
• Regulators

2024 Speakers

Samuel Bjelac
SVP, Third Party Originations, Carrington Mortgage Services

Mark Branton
SVP - US RMBS Ratings, DBRS Morningstar

Claudine Chen-Young
Partner, Winston & Strawn LLP

John Coleman
SVP, Managing Director - Fixed Income Group, RJ O'Brien

Kevin Cooke Jr.
Head of Strategy & Business Development, LoanCare

Michael Daurio
Head of Capital Markets, American Mortgage Investment Partners Management, LLC

Eric Delgado
Director, MCM Capital

Shaun Dennison
EVP of Non-Conforming, LoanStream Mortgage

James DePalma
Executive Vice President, Planet Management Group

Brian Devlin
CEO, Arc Home

Peter Fastovsky
COO, HomeLend

Robert Finlay
Partner, Wright, Finlay & Zak LLP

William Fisher
EVP of Non-QM Lending, Kind Lending

Michael Flynn
Managing Director, Ares Management

Damon Germanides
Co-Founder/Broker, Insignia Mortgage

Paul Gigliotti
Head of Growth & Partnerships, Prudent AI

Corina Gonzalez
SVP, Sector Lead - US RMBS Ratings, DBRS Morningstar

Dave Gray
VP of Business Development, Anchor Loans

Pratik Gupta
Head of CLO & RMBS Strategy, Bank of America

Daniel Hall
Senior Director, RMBS, KBRA

John Hamel
Chief Capital Markets Officer, LoanStream Wholesale

Susan Hosterman
Senior Director, North American RMBS & Covered Bonds, Fitch Group

Paul Jones
SVP, Non-QM Business Development, Logan Finance

Jack Kahan
Senior Managing Director, KBRA

Brian Kuhl
Partner, Mayer Brown LLP

Kris Kully
Partner, Mayer Brown LLP

Conrad Lichty
Director, Loan Portfolios, AB CarVal

Keith Lind
CEO, Acra Lending

John Lowenthal
Director of Sales, Ocrolus

Liam Lynch
Research Analyst/Trader, Western Asset Management

Justin Mahoney
Founder & Senior Portfolio Manager, Shelter Growth Capital Partners

James Marshall
Executive Director, JP Morgan

Amy Marsh
Manager, Non-QM Business Development, Carrington Mortgage Services

Eric Morgenson
VP, Business Development, Angel Oak Mortgage Solutions

Lev Pravda
Vice President, ATLAS SP Partners

Domonic Purviance
Subject Matter Expert, Federal Reserve Bank of Atlanta

Dustin Rosenberg
Principal & CEO, Convoy Home Loans

Aaron Samples
Chief Revenue Officer, Logan Finance

Tim Savina
Portfolio Manager, MCM Capital

Lisa Schreiber
SVP, Correspondent Lending, eRESI

Steven Schwalb
Manager, Angel Oak Mortgage Solutions

Luke Scolastico
Managing Director, Apollo Global Management

Anil Sharma
Director of Investor Loan Division, Acra Lending

Geoffrey Sharp
Managing Director, Eris Innovations

Laura Kay Sheely
Head of Sales, Arch Mortgage Funding

Marc Simpson
Managing Director, JP Morgan

Dane Smith
President, Verus Mortgage Capital

Alexander Suslov
Head of Capital Markets, A&D Mortgage

Clint Thomas
VP, Non-Agency Lending, Bayview Loans

Harris Trifon
Partner & Portfolio Manager, Lord Abbett

Nathan Turner
President, Earnest Investing

Henry Vega
Broker/Owner, City REO Brokers

Nolan Turner
Managing Director, Carrington Mortgage Services

Alfred Chang
Managing Director, Head of Residential Credit, MetLife Investment Management

Alan Qureshi
President, Blue Water Financial Technologies

Travis LaMar
Managing Director, Capital Markets, Blue Water Financial Technologies

Todd Stevens
Chief Capital Officer, Figure

Rick Sharga
President & CEO, CJ Patrick Company

Jacob Abrams
VP, Sales, Reggora

David Stein
Broker & Loan Specialist, San Diego Mortgage Group

Harry Solomon
Broker/Owner, Nova Real Estate Services

Ira Ellison
Head of Residential Loan Trading & Capital Markets, Shelter Growth Capital Partners

K.C. Cleary
Co-Founder & Chief Strategy Officer, Pathway Homes

Jeffrey Lemieux
Managing Director, Correspondent Lending, Acra Lending

2024 Sponsors

GOLD:
• Bayview Loan Product Suite
• Blue Water Financial Technologies
• Carrington Mortgage Service, llc
• Logan Finance
• Morgan Stanley
• MorningStar | DBRS

SILVER:
• Angel Oak
• Arch
• Eris SOFR
• J.P. Morgan
• KBRA
• Mayer|Brown

BRONZE:
• Acra Lending
• AnchorLoans
• Archome
• Atlas SP
• Figure
• FitchGroup
• HomeLend
• Kind Lending
• LoanCare
• Loan Stream Mortgage
• NearWater Capital
• Ocrolus
• PMG
• Prudent
• Reggora
• RJO FIG
• Winston&Strawn
• WrightFinlay&Zak