Attendee Registration Information - Mortgage Bankers Association of
Transcription
Attendee Registration Information - Mortgage Bankers Association of
Attendee Registration Information TO This year we are especially excited about this conference. We have adjusted the program, exhibit schedule and speaker line up to be very productive and interactive. We allowed lots of time for networking and to visit our exhibitors. The conference committee is made up of those in this industry and worked on providing a program they would be happy to attend. We know you will agree. Please consider sponsoring! Platinum and Gold Sponsors! Become one of these high level sponsors and your registration is included with your sponsorship. You receive two registration badges for the full conference with the Platinum Sponsor and one registration badge for the full conference with the Gold Sponsorship. Receive higher recognition while supporting your association and the members. See the sponsorship and registration form for complete information and to register. Also, new this year is the addition of our platinum sponsoring company logos with your link directly on our home page. Check it out at www.mbaf.org Please review the schedule for when the registration desk is open to pick up your name badge and conference materials during these times only. Your full registration fee entitles you to attend all seminars, breakfast, lunch, breaks and the receptions in the exhibit hall. Badges—You will be given a name badge at the registration desk. This badge is proof of your registration and must be worn to all events. You must wear your badge to be admitted to all MBAF sponsored functions or have access to our area. Conference Cancellations—Please note: Refunds are provided minus a $100 cancellation fee if received and acknowledged in writing by January 8, 2014. No refunds can be provided after this date but we do accept substitutions. The MBAF must provide guarantees to the hotel and we are unable to make any reductions after our commitment is made. Dress Code—Business attire is appropriate. The Hyatt Regency Orlando (formerly the Peabody) 9801 International Drive Orlando, FL 32819 Tel: 407-284-1234 (If you must call to make your reservation, mention you are attending the MBAF conference to receive the special rate.) Hotel Toll Free Reservation Number: 800-233-1234 $249 Single/Double Occupancy The hotel is convenient to the Orlando International Airport at about 15-20 minute drive. $9 Service Fee Includes: Access for 1 guest per room to The hotel does not have shuttle service but taxis are plenwireless high-speed Internet service (additional access tiful. Downtown Orlando is only 15 minute drive but Interis currently $2.95 per guest/per day), 2 bottles of wanational Drive has abundant choices for any networking ter per day, 2 I-Ride tickets per room per day, use of event or dinner you want to plan. Also, the hotel service the Athletic Club, Unlimited local and 800 calls, lobby fee includes two I-Ride Trolley tickets for unlimited use. coffee service 5:30 - 8:30 AM, and shoe shine services.) Click Here to View the Trolley Map Reservation Cut-off Date is January 7, 2014 (This property fills up quickly so please make your room reservation early.) Hotel Online MBAF Personalized Reservation Link The hotel has varied and excellent options for your dining. To top off your evening make sure to visit Rocks, a very popular evening spot right at the hotel. Click Here to View the Hotel Options a la mode, inc. AboutYourMortgage.com Acopia Capital Group / Acopia Home Loans Affilated Mortgage Company/Benchmark Bank Affiliated Capital Solutions, LLC Affiliated Mortgage Company Akerman Senterfitt Alarion Bank All Sunshine Real Estate Inc. AllRegs Alvarez, Sambol & Winthrop, PA American Bancshares Mortgage, LLC American Enterprise Institute American Mortgage Law Group AmeriCU Mortgage Ameris Bank Arthur J Gallagher & Co. Associated Software Consultants Atlanta Homeownership Center (FHA) at US Dept. HUD Atlantic Coast Bank Atlas One Financial B of I Federal Bank Baldwin Financial, LLC Bank of America Mortgage BB&T BB&T Correspondent Lending BB&T-Oswald Trippe and Company, Inc. Blanz and Company LLC Bradley Arant Boult Cummings LLC Branch Banking & Trust Co. Branch Banking & Trust Correspondent Lending Buckley Management Advisors Byte Software Calyx Software Capital City Bank Capital Markets Cooperative, LLC Carolina Bank Carrington Mortgage Services CBCInnovis Certified Credit Reporting, Inc. Chase Chase Correspondent Lending Christensen Financial, Inc. CIC Credit/Tax Return Verifications CitiBank N.A. CitiMortgage, Inc. Citizens First Wholesale Mortgage Company Clayton CMG Financial - Correspondent Lending Coastal States Mortgage Corp. Compass Analytics, LLC Customers Bank Warehouse Lending Dart Appraisal Department of Veteran's Affairs-Loan Guaranty Digital Risk, LLC Ditio Appraisals Ellie Mae Embrace HomeLoans Environmental Data Resources Equity Mortgage Bankers, LLC Essent Guaranty, Inc. e-TEC Appraisal Management Solutions EverBank Fannie Mae-Washington FBC Mortgage, LLC FBI Federal Home Loan Bank of Atlanta Federal Trust Bank FEMBi Mortgage Fidelity Funding Mortgage Fidelity Investments Fifth Third Bank First Federal Bank of Florida First Tennessee Bank-Mortgage Banking Group Flagstar Bank, FSB Florida Capital Bank Mortgage Florida Commerce Credit Union Florida Insurance Specialists Forsythe Appraisals LLC Franklin American Mortgage Company Freddie Mac Garnet Capital Advisors Garrett, McAuley & Co. Garrett, Watts & Co. GatewayBank of Southwest Florida Genworth Financial Genworth Mortgage Insurance Gilbert Garcia Group P.A. GL Financial Services Global DMS Green Planet Mortgage, LLC Green Tree Servicing LLC Group One Mortgage, Inc. Hamilton Group Funding, Inc. Hancock Bank Home Financing Center Home Lending Source HomeBanc N.A. Mortgage Banking Division ICS Merrill IDCHECK.COM CORP. IMARC Impac Correspondent Infinity International Processing Services, Inc ING Direct InHouse Solutions Interthinx Investors Mortgage Asset Recovery Co. LLC Jefferson Bank of Florida JP Morgan Chase Bank, NA Kinecta Federal Credit Union Kroll Factual Data Lenders One Mortgage Cooperative Lending QB LERETA Flood and Tax Services Liberty Home Equity Solutions, Inc. LoanSifter, Inc. M&I Bank Madison Settlement Services Madison Williams & Co. Market Valuation Services McCaughan Mortgage Company, Inc. MERS Corp Holdings Metamerica Mortgage Bankers Inc. MetLife Home Loans – Correspondent Milestone Advisors, LLC Mortgage Bankers Association of Georgia Mortgage Bankers Association, Washington Mortgage Banking Solutions Mortgage Builder Mortgage Builder Software Mortgage Cadence, LLC Mortgage Capital Trading, Inc. (MCT) Mortgage Guaranty Insurance Corp. Mortgage Information Services, Inc. Mortgage Quality Management & Research Mortgage Support Services, Inc. MountainView Capital Holdings MountainView Securities, LLC MPA Consulting, LLC Multi Bank Securities National Mortgage Insurance Corporation Nationstar Correspondent Lending Nationwide Mortgage Navigator Lending Solutions, Inc NewDay Financial LLC Norcom Mortgage NPR Capital, LLC NYCB Mortgage, LLC Old Florida National Bank Optimal Blue, LLC / Secondary Interactive (an Optimal Blue Company) Peak Performance Resources, Inc. PHH Home Loans, LLC dba Sunbelt Lending PHH Mortgage Pinkert Law Firm, P.A. Platinum Home Mortgage Corp Plaza Home Mortgage PMI Mortgage Insurance Co. Premier Bank Preo Mortgage, LLC PrimeLending, A PlainsCapital Company Professional Lien Search Property Sciences Prospect Mortgage Q Lending QuestSoft Radian Guaranty Inc. RBC Bank Real Estate Closing Solutions RealMetrix Regions Bank Corporate Trust Republic Mortgage Insurance Co. Residential Credit Solutions, Inc. RP Funding, Inc. Seacoast National Bank Seaside National Bank & Trust ServiceLink, FNF™s National Lender Platform Sierra Pacific Mortgage Silvergate Bank Warehouse Lending Solidifi, Inc. Source Media Southwest Securities, FSB Southwest Securities, Warehouse Lending Stock Financial, LLC Stonegate Mortgage StoneHill Group, Inc. Sunbelt Lending Services SunTrust Banks SunTrust Mortgage, Inc. SunTrust Wholesale Lending Superior Bank Terrace Mortgage Co. Texas Capital Bank The Mortgage Firm The StoneHill Group, Inc. Thomas Mortgage & Financial Services, Inc. Thomson Reuters Towne Mortgage Company Tradeweb Triserv Appraisal Management Solutions Tropical Financial Credit Union U.S. Bank U.S. Department of Housing and Urban Development U.S. Department of HUD - Tampa Field Office Union Mortgage Investment Group Corp. United Guaranty United Lender Services Corp. Universal American Mortgage Company Urban Trust Bank US Bank US Bank Home Mortgage Vantage Capital Group, LLC Vernis & Bowling, P.A. View Point Bank Volt Waterstone Mortgage Weiner Brodsky Sidman Kider PC Wells Fargo Bank, N.A. Wells Fargo Funding Wells Fargo Home Mortgage Your Mortgage Source, Inc. Conference Speaker/Session Schedule at a Glance with Exhibit Specific Info/Time in Blue (please note at the time of this distribution we have a few speakers not listed and still to be announced!) Wednesday 2/5 1-5:30 PM—Exhibit Registration and Set-Up and Attendee Registration Opens 3-5 PM—Roundtables—Secondary Soup to Nuts NEW exciting interactive session this year with Three Roundtable Tracks Facilitator is Chris Whalen, Managing Director, EVP, Carrington Holding Co. Moderator: Rudy Orman, Residential Credit T RACK Primary Market 2014 Origination Challenges Growing in a down market Compliance Issues (CFPB, QM) Invited Joe Nunziata, FBC Mortgage Jane Ashley, Seaside National Bank & Trust David Kopec, CenterState Banks T RACK Secondary Market Who will be buying loans G-Fees Hedging as interest rates increase MSR values (CONFIRMED) Vinay Miglani, VP Secondary Marketing, FBC Mortgage LLC Invited Seth Sprage, Phoenix Capital Paul Jacob, Banc Of Manhattan Jeremy Collett, Guaranty Rate T RACK Capital Market What happens to FN/FH? Securitization Servicing (CONFIRMED) Gagan Sharma, President & CEO, BSI Financial Services Brendan Keane, Managing Director, Head of Structured Finance Solutions, Sterne Agee Invited Ty Miller, Freddie Mac Bill Molilski, SG Capital Attendees, these three tracks take place in the same room in three separate grouped roundtables. You will hear from Chris Whalen on his overview of the industry on a macro level and Rudy Orman will be the moderator. Speakers will discuss topics specific to their track. The intent is for participants to ask questions within a personalized discussion format. Every 25 minutes “Track Speakers” will rotate. This gives everyone more of an interactive and one-on-one experience . 5-6 PM—Economic Update, Wells Fargo 6-7:30 PM—Exhibits Open with a Welcome Reception Thursday 2/6 7:30 AM-4:30 PM—Exhibit Room Open All Day 7:30-9 AM-Exhibit Room Opens—Breakfast and Networking Time 7:30-9 AM—CMB Society Breakfast Meeting with speaker, Phil Bracken, CMB, Chief Policy OfficerGovernment and Industry Relations, Radian (Continue for Bio) Thursday Continued 9—10 AM—Industry Update, Dave Stevens, President and Chief Executive Officer, MBA (Continue for Bio) 10-11 AM—Refreshment Break with the Exhibitors 11 AM—12 PM— Agency Updates (Speakers TBD) 12-1:30 PM—Luncheon with Exhibitors and Networking 1:30-2:30 PM—Ed Pinto, Resident Fellow, American Enterprise Institute (Continue for Bio) 2:30-3:30 PM—Servicing Released vs. Servicing Retained: Understanding the Value Proposition Phil Rasori, COO, Mortgage Capital Trading (MCT) (Continue for Bio) 3:30-4:30 PM—Final Exhibit Visits and Networking with an Afternoon Reception (Exhibits Conclude) 4:30-6 PM—(Today's Final Session) - Non-QM Panel with Moderator Trez Moore, Managing Director Markets, RBS; Panelists: Brian Zdeblick, AMP,VP, National Sales Manager, Wholesale/Correspondent/ Warehouse Lending, BofI Federal Bank (Complete panel announcement coming soon!) During this conference Hear a Special Message Presented by Senator Bob Corker via video feed. Senator Corker is co-author of legislation to overhaul the mortgage finance market, including his proposal that private capital take at least 10% of the first loss on mortgage-backed securities. He will provide us upto-date information on this and mortgage finance reform going forward. Friday 2/7 8-9 AM—Breakfast 9-10 AM—State of the Market, Rob Chrisman (Continue for Bio) Rob will share the current state of the market from the originator and company perspective and what they’re thinking respectively. 10-11 AM—"Repurchase Response— How to deal with repurchases in the QM marketplace." Discussions around the risk of repurchase requests for QM-non-QM loans, how to protect your organization and what to do when one occurs. John Cosculluela, CMB, American Bancshares Mortgage Eric Randolph, Digital Risk Scott D. Samlin, Partner, Alston & Bird LLP Complete panel announcement coming!) Conference Concludes at 11 AM Phillip W. Bracken, Chief Policy Officer, Head of Government & Industry Relations Radian Guaranty Phil Bracken joined Radian Guaranty in March, 2013 as Chief Policy Officer and Head of the Company’s Government & Industry Relations in Washington, DC. He is Co-Chairman of the Consumer / Lender Roundtable in Washington, DC; President of the Housing Renaissance; and is Founder and Chairman of the America’s Homeowner Alliance – the advocacy alliance for the 75 million Homeowners of America. He was formerly Executive Vice President of Wells Fargo Home Mortgage (WFHM) for 15 years. In 2008, Bracken was awarded the “lifetime achievement award” – The Eagle Award - by the National Association of Real Estate Brokers. In 2009, the Mortgage Bankers Association (MBA) of America awarded Bracken their highest honor – the Andrew D. Woodward Distinguished Service Award - in recognition of his lifelong dedication and prominent service to MBA and the mortgage lending industry. The National Association of Hispanic Real Estate Professionals (NAHREP) also recognized Bracken in November 2009 with the NAHREP “lifetime achievement award” – The NAHREP Founders Award. He was the creator and architect of the Housing Policy Council of the Financial Services Roundtable in Washington, DC and initiated the Hurricane Katrina Relief Coalition in Washington, DC. Bracken earned a bachelor’s degree in marketing and management from Eastern Illinois University and played professional baseball before his career in housing finance. Rob Chrisman Rob Chrisman began his career in mortgage banking - primarily capital markets 28 years ago in 1985 with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He was an account manager and partner at Tuttle & Co. until 1996, when he moved to Scotland with his family for 9 months. He returned to the United States in mid-1997 and ran Secondary for Standard Financial, a sub-prime lender in northern California. In late 1997 Rob was hired by CrossLand Mortgage to start, and be the president of, a sub-prime company named OnCall Mortgage (a division of CrossLand). OnCall Mortgage was in existence until Wells Fargo purchased First Security Bank (the owner of CrossLand) at the end of 2000. Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing. In early 2003 and re-joined Tuttle Risk Management Services, Inc. TRMS (now Compass) provides mortgage pipeline risk management for mortgage companies and thrifts that seek to originate and sell loans into the secondary mortgage market. In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on not only publishing a widely read daily market commentary on current mortgage events but also on his family. In addition to owning Chrisman LLC, he is on the board of directors of several financial services companies, including Peoples Bank (KS), G5 (CA, a.k.a. Institutional Mortgage), Inheritance Funding Corporation (CA), is an advisor to the Board for First Mortgage (CA), is a member of the Secure Settlements Advisory Board (NJ), an associate of the STRATMOR Group, a member of the California Mortgage Bankers Association, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country. And still finds time to take his Dad to lunch a few times a week. Rob holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley. Ed Pinto, Resident Fellow, American Enterprise Institute Ed specializes in housing finance and the effect of government housing policies on mortgages, foreclosures, and the availability of affordable housing for working-class families. He is currently researching policy options for rebuilding the US housing finance sector and writes AEI's monthly FHA Watch. An executive vice president and chief credit officer for Fannie Mae until the late 1980s, Pinto has done groundbreaking research on the role of federal housing policy in the 2008 mortgage and financial crisis. Pinto's work on the Government Mortgage Complex includes seminal research papers submitted to the Financial Crisis Inquiry Commission: "Government Housing Policies in the Lead-up to the Financial Crisis" and "Triggers of the Financial Crisis." In December 2012, he completed a study of 2.4 million Federal Housing Administration (FHA)-insured loans and found that FHA policies have resulted in a high proportion of working-class families losing their homes. Pinto Eric Randolph, Senior Vice President, Risk Management, Digital Risk Eric is an experienced mortgage professional with over 18 years' experience in the mortgage industry preceded by 10 years in commercial banking. He has a comprehensive knowledge of the mortgage business, from application to securitization. Eric is accomplished in the areas of quality control, credit and operational risk and process improvement having held senior management positions in Quality Control, Repurchase/Loss Management and as a voting member of senior risk committees at several of the top national mortgage companies. He graduated with honors from The University of Iowa with a BBA in Accounting and from The University of Iowa Law School with a Juris Doctor and is also CPA certified. Phil Rasori, COO, Mortgage Capital Trading (MCT) Phil is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT’s HALO Program today. He has also pioneered several metrics that have become standard industry parlance, including “beta pull-through factors" and "theta hedges." In addition to banking clients, Mr. Rasori has consulted with GSE agencies and the Federal Reserve Bank on hedging best practices for community banks. Mr. Rasori, has functionally led MCT operations since 2005 and ascended to his current role as COO in 2007. In December 2010, Phil Rasori was recognized by National Mortgage Professional Magazine as one of the 40 most influential young executives in the mortgage industry. David H. Stevens, President and Chief Executive Officer, Mortgage Bankers Association David Stevens is President and CEO of the Mortgage Bankers Association (MBA). Prior to assuming this position, Dave served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD). Dave has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Dave was President and COO of the Long and Foster Companies. He is known inside the beltway as a key housing influential; serving as an industry authority on major mortgage finance legislative and regulatory issues. Dave is often quoted the national media and regularly appears trade media on issues affecting the mortgage and housing markets. In 2013, Dave received the National Association of Hispanic Real Estate Professionals (NAHREP) Founders Award, presented to individuals that have distinguished themselves by their work in support of sustainable Hispanic homeownership to improve the quality of life for Hispanics in Americ a. He has been named to Bloomberg’s “50 Most Powerful People in Real Estate” list, and twice recognized as one of the “Top 100 Most Influential Real Estate Leaders” by Inman News and named one of Swanepoel REAL ESTATE TRENDS Report’s top ten "Newsmakers" of the year. He currently serves on the Hope Loan Port board of directors, and also serves on the board of MBA Opens Doors Foundation, MBA’s national 501(c) 3 nonprofit organization for philanthropic ventures. Dave is a graduate of the University of Colorado, Boulder. More Speaker Bios On the Way~ 11th Annual astern Attendee Registration Form February 5-7, 2014 Name (as you wish it to appear on your name badge) Company Address City/State/Zip Phone Email □ I am an MBAF Member □ I am a Non-Member □ This is my first MBAF Conference—deduct $50 □ I am a member of another state association (If you are a member of another mortgage banking association, we will extend you our member registration rate.) □ I am a CMB □ I am disabled and would like to be contacted to discuss my special needs Please indicate any special dietary considerations □ CMB Society of Florida Breakfast—Check here to attend the CMB Breakfast Meeting on Thursday from 7:30—9 AM. If you register for the full conference below there is no additional charge but you still must RSVP so we have a count for space and food. ATTENDEE REGISTRATION FEES—The Earlier You Register the More you Save! BEST DEAL! Save $125 per registrant (if received on or before 12/2/2013) GREAT DEAL! Save $50 per registrant (register 12/3/2013— 1/06/2014) NORMAL REGISTRATION FEES All registrations received after 01/6/2014 □ Member $300 □ Member $375 □ Member $425 □ Non-Member $400 □ Non-Member $475 □ Non-Member $525 HOW TO REGISTER You can register yourself online via www.mbaf.org, just login and complete the information, or for the first time you are able to fill in this form by typing on the computer then just click the submit button below or you can always mail the form to the address below. Please note: Refunds are provided minus a $100 cancellation fee if received and acknowledged in writing by January 8, 2014. No refunds can be provided after this date but we do accept substitutions. VISA/MC/AMEX Credit Card # Verification Code: Expiration: (E) Signature of Card Holder: PLEASE PRINT Name as it appears on the card: Credit Card Billing Address and Phone Number of Card Holder (indicate only if different from ABOVE): Is this a corporate card? OR complete the form and click the SUBMIT button Office Use Only SUBMIT HERE Date Received: _______ Check/CC: _______ Amount: _______ 11th Annual astern Sponsorship Opportunities Platinum and Gold Levels Includes Exhibit Space and Reps or Regular Attendee Conference Registrations Secondary Market Conference with Exhibits February 5—7, 2014 □ Platinum Sponsorship—$3,000 Prime Exhibit Booth with TWO Rep Registrations OR if no Booth required, two full conference registrations are included. Full-page color ad in the conference program: 8” wide x 10.5” high Signage displayed during the conference, special recognition at events, scrolling logo on the homepage of our new web site with your company link until the next year. Check it out at www.mbaf.org □ Gold Sponsorship—$2,000 Prime Exhibit Booth with ONE Rep Registration OR if no Booth Required, one full conference registration included. Half-page color ad in the conference program: Horizontal: 8” wide x 5.25” high or Vertical: 4” wide x 10.5” high Signage displayed during the conference, special recognition at events, company logo as a gold sponsor on the web site after the conference. □ Silver Sponsorship—$1,000 Quarter-page black and white ad in the conference program: 4” wide x 5.25” high Signage displayed during the conference, special recognition at events. □ Bronze Sponsorship—$800 Business card black and white ad in the conference program. Signage displayed during the conference, special recognition at events With four sponsorship levels we make your support affordable for all budgets. Every little bit helps your professional association while providing you the recognition you deserve. IMPORTANT: Platinum and Gold Sponsors: If you plan to exhibit please complete the exhibit form and return it along with your sponsorship form so we have complete information for your booth, and reps. NON-Exhibiting Platinum and Gold Sponsors: Platinum receives two regular attendee registrations and gold receives one so fill out the attendee registration forms for these registrants as well as the sponsorship form and return. Important Artwork Deadline: The deadline to r eceive ar twor k for our pr inting of the confer ence pr ogr am is Tuesday J anuar y 7, 2014. Please provide in High-resolution PDF or JPG format according to the sizes listed above for the specific sponsorship. Ads will be inserted as is and we are not responsible for incorrect content you provide to us. All ads must be emailed to [email protected]. You will receive an email confirmation that we received your ad, if you don’t then we did not receive it. Platinum sponsors please email your logo and web link to place on our home page and for all recognition purposes. Gold sponsors email your logo. Company Contact Person (please show the Company name as it should be listed on all recognition materials) Address City/State/Zip Phone Email VISA/MC/AMEX Credit Card # Verification Code: Expiration: E-Signer of Card Holder: PLEASE PRINT Name as it appears on the card: Credit Card Billing Address and Phone Number of Card Holder (indicate only if different from Contact ABOVE): Is this a corporate card? Office Use Only Date Received: SUBMIT Check/CC: Amount: CLICK SUBMIT TO SEND ONLINE