The 4th Annual Non-QM & Non-Agency Mortgage Forum 2023 | Information Management Network (IMN) | 1 June 2023 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

This 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 this June.

2023 Speakers

Domonic Purviance
Subject Matter Expert, Federal Reserve Bank of Atlanta

Bose George
Managing Director, Keefe, Bruyette & Woods

Harris Trifon
Managing Director, Portfolio Manager – Taxable Fixed Income, Lord Abbett

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

Al Qureshi
Managing Partner, Blue Water Financial Technologies

Anil Sharma
Whole Loan Trader, HMC Assets

Rishi Bansal
CIO, BankUnited

Dusty Lloyd
Branch Manager, New American Funding

Sherry Sonnek
Broker, Mortgage Link1, Inc

Rudy Orman
Senior Vice President TPO Lending, NP Inc

Malea Figgins
VP, Fixed Income, TCW Group

Robert Senko
President, ACC Mortgage Inc

Annelice Morales
Senior Event Marketing Strategy, DBRS Inc

Hitz Mistry
Marketing Director, Acra Lending

William Fisher
EVP Non QM Lending, Loanstream Mortgage

Robert Finlay
Partner, Wright Finlay Zak LLP

Lisa Schreiber
President, LSK Consultants

John Forrester
SVP of Marketing, Ocrolus

Gina Dellacava
Global Head of Events, Fitch Ratings

Debbie Schmidt
Marketing Manager, Computershare Loan Services

Brandon Ivey
Executive Editor, Inside Mortgage Finance

Arielle Savino
Chief of Staff, ATLAS SP, LP

Ann Shinkle
Chief Marketing Officer, LoanCare, LLC

Caitlin Fitzpatrick
Associate Director Marketing & Communications, KBRA

Jack Kahan
Senior Managing Director, KBRA

Susan Hosterman
Senior Director, RMBS North America and Covered Bonds, Fitch Ratings

Rodney Moss
Executive Vice President - Strategy and Business Development, LoanCare LLC

Edward DeVito
Senior Managing Director, KBRA

Brian Kuhl
Partner, Mayer Brown

Kevin Kendra
Managing Director, Head of North America RMBS, Fitch Ratings

Kris Kully
Partner, Mayer Brown

Eric Mitchell
Nat'l Executive Vice President, Gold Star Mortgage Financial Group

Allison Ashmore
EVP Corrspondent Lending, Vista Point

Michael Daurio
Capital Markets, AMIP Management

Bruce Larkin
VP Client Development, DeepHaven Mortgage

Danny Haynes
VP Client Development, DeepHaven Mortgage

Vilma Battad
Broker/Administrator, Bro n Sis Real Estate Group

Aaron Samples
Former CEO / Fractional Consultant, FGMC

Eric Morgensen
VP Business Development, Angel Oak

Christina Pham
President, JMAC Lending

Jeff Nabi
Executive Director, Imperial Fund

Tim Savina
Porfolio Manager, MCM Capital

Jake Katz
Director of RMBS Research, LSEG

Chi Nguyen
Director of Asset Management, 7einvestments

Mark Schaefer
Executive Vice President, Capital Markets, Arc Home LLC

Corina Gonzalez
SVP, US RMBS, Morningstar

Laura Kay Sheely
VP, Head of Sales, Arch Mortgage Funding

Keith Lind
CEO, Acra Lending

Jeffrey Lemieux
Managing Director, Correspondent Lending, Acra Lending

Richard Bradfield
CEO, Arc Home

Sean Brennan
Loannex

Michael Lagoudis
President, Ponce Bank

Mike Moore
Executive Director of Sales, Nationwide Property & Appraisal Services

Daniel Hall
Senior Director, KBRA

Youriy Koudinov
SVP, US RMBS, Morningstar

Alex Suslov
Head of Capital Markets, AD Mortgage

Joshua Weinberg
President, First Line Compliance LLC

Raj Parekh
VP Business Development, LoanNEX

Eloise Schmitz
CEO, LoanNEX

Kenneth Peskin
VP, Logan Finance

Min Pefanis
Head of Product Management, DeltaTerra Capital

Todd Lautzenheiser
Manager, Logan Finance

Lev Pravda
Vice President, ATLAS SP

Geoffrey Sharp
Managing Director, Head of Product Development & Sales, Eris Innovations

Jeff Walton
Chief Executive Officer, InGenius

David Burt
CEO, DeltaTerra Capital

Argun Kilic
CEO and Founder, AREAL

David Gipson
Sales Engineer, Ocrolus

Brian Agre
Transaction Manager, Blue Water

Jennifer McGuinness-Lubbert
President, Invigorate Finance

Brett Roth
Senior Advisor, Oaktree Capital Management

Jim Dunkerly
CEO & President, FirstFunding

Elliot Salzman
EVP, Chief Credit Officer, Foundation Mortgage

Marc Halpern
Chief Executive Officer, Foundation Mortgage

2023 Sponsors

GOLD SPONSOR:
• Ocrolus

SILVER SPONSORS:
• Acra Lending
• ARC Home
• Invigorate Finance
• MayerBrown
• Morningstar
• Fitch Ratings
• KBRA
• xChange

BRONZE SPONSORS:
• ACC Mortgage
• AmWest
• Areal
• Atlas SP
• Bluewater
• Computershare
• Eris
• Foundation Mortgage
• Loancare
• LoanNex
• Nationwide
• Nearwater Capital
• Wright Finlay & Zak