Whole Loan Trading Workshop 2018 | Mortgage Bankers Association (MBA) | 7 November 2018 | Houston Airport Marriott at George Bush Intercontinental, 18700 John F Kennedy Blvd, Houston, TX 77032, USA

MBA will host a one-day workshop on November 8th in Houston, TXth focused on the active market for whole loans. Aggregators, community banks and other portfolio investors are active buyers of whole loan mortgages on a flow or bulk basis. The workshop includes a focus on performing, non-performing, scratch and dent, and "niche" products, such as co-ops, non-warrantable condos, etc. This workshop will feature expert speakers who are involved in the buying and selling of whole loans.

Panel topics will include:

• Opportunities in the traditional correspondent market
• A discussion of the scratch-and-dent market
• NPLs and RPLs
• Examples of successful whole loan transactions between independent mortgage bankers and depositories.
• Comparing agency vs. alternative executions
• Examples of successful whole loan transactions between independent mortgage bankers and depositories.
• Comparing agency vs. alternative executions
• Identifying and developing successful counterparties for bulk and flow transactions.
• Tips to improve your whole loan trade executions

2018 Speakers

Dan Fichtler
Director, Housing Finance Policy, Mortgage Bankers Association

Mike Fratantoni
Chief Economist, Mortgage Bankers Association

Tom McLemore
Senior Vice President, FTN Financial Capital Assets Corporation

Gary Watkins
Whole Loan Acquisition, First National Bank of America

Mike Brenning
Chief Production Officer, Deephaven Mortgage

Steven G. Schwalb
CEO, Managing Partner, Angel Oak Home Loans, LLC

David Young
Whole Loan Sales & Facilitation Manager, SunTrust Robinson Humphrey

Brian Cerise
Vice President, Sales & Trading, Phoenix Capital, Inc.

Michael Kelleher
Vice President, MountainView Financial Solutions

Michael Lima
Managing Director-Whole Loan Trading, Mid America Mortgage, Inc.

Brendan Teeley
Senior Vice President, Whole Loan Sales, Trading, MIAC Analytics

Michael T. Duncan
Managing Director, Compass Analytics

Jim Glennon
Director, Secondary Services, Optimal Blue

Justin Grant
Senior Vice President, Capital Markets, Mortgage Capital Trading (MCT)

Ruth Lee
Executive Vice President, MorVest Capital

Tony Peterson
Director, NPL/RPL Operations, Clayton Holdings

Lauren Pryor, Partner
Mayer Brown LLP

2018 Sponsors

EVENT SPONSOR:
• MCT Live

RECEPTION & LUNCH SPONSOR:
• Optimal Blue