8:00 am
Breakfast

8:45 am
Welcome and Introductions

• Rick Sharga, CJ Patrick Company

9 to 10:15 am:
Economic Update and Outlook

• Mark Palim
• Odeta Kushi, First American
• Marina Walsh, Mortgage Bankers Association

10:15 to 10:30 am:
Break

10:30 to 11:30 am
Capital Markets – What to Expect in Today’s Higher Rate Environment

• Moderator: Simon Moir, Wolters Kluwer
• Chris Abate, Redwood Trust
• Matthew Kaiser, Ginnie Mae

11:30 am to 12:30 pm
Mortgage Industry Update/M&A Activity

• Jennifer Fuller, Houlihan

12:30 to 1:30 pm:
Lunch

1:30 pm to 2:30 pm:
Non-QM: The Future of the Mortgage Industry?

• Moderator: Chris Whalen, Whalen Global Advisors
• Jeff Tesch, RCN Capital
• Bill Bymel, First Lien Capital
• Chad Smith, Envoy Mortgage
• Chuck Iverson, Mason-McDuffie Mortgage
• Eric Bisman, Redwood Trust

1:45 to 2:30 pm:
Ginnie Mae Update

• Rick Sharga, Moderator, CJ Patrick Company
• Matthew Kaiser, Ginnie Mae
• Gregory Keith, Ginnie Mae

2:30 to 3:30 pm:
Elections Have Consequences – The Impact of the 2026 Midterms

• Moderator: Tim Rood, Impact Capitol
• Mark McArdle, New Rez
• Keith Bickel, Bank of America
• Michelle Rogers, Cooley
• Justin Wiseman, MBA
• Rachel Kelley, MBA

3:30 to 3:45 pm:
Break

3:45 to 4:45 pm:
AI in Lending & Servicing – Where We Are Today, and What’s Next?

• Shashank Shekhar, InstaMortgage

4:45 to 5 pm:
Wrap Up & Plans for the Fall Roundtable