HEI & Home Equity Capital Markets Forum 2024 | Information Management Network (IMN) | 5 September 2024 | Austin Marriott Downtown, 304 E Cesar Chavez St, Austin, TX 78701, USA

This event has witnessed a remarkable surge in growth, with issuance tripling since 4Q 2022, a 60% increase in securitizations since 3Q 2023, and the milestone of the first company surpassing $1 billion in home equity investments. Paired with the projected 20% growth of the $30.74 billion Home Equity Lending market, this presents an immense opportunity for mortgage providers.

As new origination struggles amid high interest rates and soaring home prices, this conference will delve into origination trends, structural nuances, underwriting criteria, secondary market sales, portfolio purchases, and other key aspects of this thriving market.

If you're a mortgage underwriter, investor, or service provider, seize the opportunity to establish relationships in this burgeoning market from the ground floor. Join us in Austin and be part of the future of home equity investing!

Gain a Competitive Edge:
• 1:1 Networking - Connect and engage with market leaders and highly involved experts
• Endless Dealmaking - Discover the areas where adept dealmakers can uncover opportunities in a challenging market
• Influential Leaders - Expert perspectives on the current state of the HEI space
• In-Depth Learning - Attend sessions to deepen your understanding of successful deal structures, financing options, and the latest industry best practices

2024 Speakers

Aamer Abdullah
Senior Director, Capital Markets & Portfolio Management, Ribbon Home

John Arens
Head of Home Equity Investments, Redwood Trust

Andy Ball
Chief Investment Officer, RichBrook Advisors

Cory Barry
Partner, Morgan Lewis

Samantha Batt
Vice President, Atalaya Capital

Justin Becker
Vice President, Morningstar DBRS

Paul Bollin
Managing Director, The Financial Shop

Jason Boseck
Founder, Vested Communities | Housing Impact Fund

Sundanace Brenna
Head of Revenue, Nada Inc

Amanda B. Brezing
Executive Director, JPMorganChase

Jonathan Chao
Co-founder & CPO, Haven

Ryan Craft
CEO, Saluda Grade

Jeana Curro
Managing Director | Head of Agency MBS Research, Global Research, Bank of America

Stephanie Damsky
Director of Capital Markets, Splitero

David DesPrez
Managing Director, Bain

Yonel Devico
Principal, Crosby Capital

Ed DeVito
Senior Managing Director, Kroll Bond Rating Agency

Pat Doyle
President, Newfi Investment Group

David Dunn
President | Chief Investment Officer, Kingsbridge Partners, LLC

Vincent Fiorillo
Founder & CEO, Park Slope Advisors LLC

Jordan Fox
Head of Investor Operations, Point

Bose George
Managing Director, Keefe Bruyette

Michael Gifford
Co-Founder & CEO, Splitero

Mark Ginsberg
Securitized Products Origination, Barclays Bank

Jeffrey Glass
CEO, Hometap

Will Graboyes
Vice President, Securitized Markets Group – Capital Markets, Jefferies LLC

John Green
COO, Nada Inc

TJ Harrington
Senior Vice President-National Product and Sales Enablement, Stewart

Douglas Harter
Executive Director, UBS

Amanda Harvey
Senior Vice President of National Sales, Stewart Lender Services

Robert Helms
Host, The Real Estate Guys Radio Show

Houtan Hormizian
Co-Founder and Executive, Crestico

Darius J. Horton
Partner, Mayer Brown

Brandon Ivey
Executive Editor, Inside Mortgage Finance Publications, Inc.

Jeboah Joerg
CIO, EasyKnock

Khalil Kanaan
Head of Residential Mortgage, LibreMax

Danny Kattan
Managing Director, PIA Residential

Sean Kelly
Partner, Winston & Strawn

Anna Krogh
Senior Vice President, Director of Business Development, Dovenmuehle Mortgage

Dylan Langei
Branch Manager & Sr. Loan Officer, EVERGREEN HOME LOANS

Vickie Lasher
Branch Manager, American Financial Network

Dennis Loxton
Regional Manager, New American Funding

Peter Mazonas
CEO, NatEquity, Inc

Jack McDowell
Managing Member & Chief Investment Officer, Palisades Group

Ed Messman
CEO, Rook/Legacy Group Capital

TJ Milani
COO, Figure Markets

David Montiero
Partner, Morgan Lewis

Derek Moran
Senior Vice President, Morningstar DBRS

Toni Moss
CEO, American Catalyst

Tim Nabors
Managing Director - Portfolio Management, Waterfall Asset Management

Cara Newman
Head of Structured Finance, Hometap

Tai Nong
COO, PEMCO Capital Management

Pepo Peschiera
Managing Director, Equity Investments, FBN

Eric Pfeifle
Partner, Holland & Knight

Sainadh Polisetty
Senior Vice President – Investments, One William Street Capital

Allen Price
SVP Business Development, BSI Financial Services

Domonic Purviance
Subject Matter Expert, Federal Reserve Bank of Atlanta

John Raftery
Director, Valuation Strategy, Stewart Valuation Intelligence

Jim Riccitelli
CEO and Co-Founder, Unlock

Brett Roth
Portfolio Manager/Managing Director, Pivot Financial LLC

David Sandman
Founder & Managing Partner, Halo

Shannon Santos
Executive Vice President- Data Solution, Informative Research

Domonic Savino
Head of Financial Products, Better

Mark Schacknies
CEO & Co-Founder, NFTYDoor

Glenn Schultz
Managing Director-Head of Mortgage Research, MUFG

Steven Schwalb
Partner, Angel Oak

Luke Scolastico
Managing Director, Consumer & Residential Credit, Apollo

Nik Shah
CEO, Home.llc

David Shapiro
CEO & Founder, EquiFi

Marc C. Simpson
Managing Director-Securitized Products Group, JPMorganChase

Tore Steen
CEO, Nada Inc

Joe Steffa
Executive Chairman, Spring EQ

Kevin Stevens
Senior Manager-Mortgage Markets, Consumer Financial Protection Bureau

Dan Stump
Chief Operating Officer, Chief Risk Office, Temple View Capital

Nathan Turner
President, Earnest Inc

Jolin Warren
Residential Loan Officer, BannerBank

Alex Watson
SVP of Due Diligence, Selene Diligence

Ron Wexler
CFO, Ribbon Home

Sarah Wheeler
Editor-in-Chief, HousingWire

Steenbergen Bart
Head of Capital Markets, Setpoint

Jesse Roth
Senior Vice President, Cornerstone Servicing

Christa Bieker
Partner, Mayer Brown

Spencer Glackin
Director, Capital Markets, Better Mortgage

Bart Steenbergen
Head of Capital Market, Setpoint

2024 Sponsors

PLATINUM:
• Jefferies
• J.P Morgan
• Morgan Lewis
• Unlock
• Saluda Grade

GOLD:
• Cornerstone Servicing
• Stewart

SILVER:
• BSI Financial Services
• Morning Star/DBRS
• Mayer Brown

BRONZE:
• Dovenmuehle
• FBN
• Haven
• Holland & Knight
• Home Tap
• Ice
• KBRA
• Nada
• RichBook Advisors
• Selene Diligence
• Set Point
• Temple View
• Winston & Strawn LLP