Mergers & Acquisitions Workshop Agenda 2019 | Mortgage Bankers Association (MBA) | 28 January 2019 | Garden Room, Atrium Ballroom Level, 5 Embarcadero Center San Francisco, CA 90015

Start your day with the macro-view of the M&A landscape followed by an in-depth look at M&A transactions from the
perspective and experience of Jay Bray, Chief Executive Officer at Mr. Cooper. What was attractive about recent deals?
How long was the courting period from start to finish? Describe the due diligence process. What other parties and
stakeholders got involved and were there roadblocks? How have you melded cultures and kept your best employees?

Get Insights from a panel of mortgage executives from both banks and independent mortgage companies who are
actively acquiring or investing in other mortgage companies. The facilitated discussion will include such topics as:
thoughts on the most interesting deals of 2018; current deal structures – including equity stake transactions; and the
value of acquiring mortgage servicing rights. Forward-looking predictions for 2019 will be raised – including how much
consolidation to expect and what types of mortgage companies will continue to be attractive to buyers.

Hear from a panel of mortgage executives and experts who represent companies that have been acquired, have
received a capital infusion, formed strategic partnerships or may be considering a graceful exit. A moderator will probe
questions regarding the sale of one’s company or potential loss of control, including financial, organizational and
psychological dimensions important to owners and employees. The current difficult market conditions will not be
ignored but instead, addressed head-on. The panel will discuss the realities of today’s market, how to beat the odds and
how prepare yourself as an owner for the best transition possible under the circumstances.

A group of legal, accounting and tax experts will discuss legal and regulatory issues involved in various deal structures as
well as accounting and tax implications, such as how tax reform may affect an M&A transaction. Types for deal
structures will be explained including differences between: asset sales, whole company sales, hold-backs, strategic
partnerships, joint ventures, risk sharing, and/or minority vs. majority equity stakes. The rewards and risks associated
with each deal structure option will be discussed.

2019 Speakers

Jay Bray,
Chairman President and Chief Executive Officer Houlihan Lokey

Mr. Cooper Jeffrey M. Levine
Managing Director, Houlihan Lokey

Christopher C. Frieden
Partner, Alston & Bird

Robert Bush, Head of Strategy
Home Mortgage, Citizens Bank

Bill Cosgrove
President & CEO, Union Home Mortgage

Terry L. Schmidt, CMB
Executive Vice President & CFO, Guild Mortgage Company

Lauren Pryor, Partner
Mayer Brown LLP

Dan Diepenhorst
President, Legacy Mutual Mortgage

Teresa Whitehead
Chief Executive Officer, Citywide Home Loans/CHL Mortgage

Mitch Kider
Chairman and Managing Partner, Weiner Brodsky Kider PC

Don J. Halpern
Partner, Weiner Brodsky Kider PC

Ken Richey
Managing Partner, Richey May & Co., LLP

2019 Sponsor

Weiner Brodsky Kider PC