9:30am
Welcome/Introductions by the Co-Chairs

• S.A. Ibrahim and Teresa Bryce Bazemore
• Agenda Review:  Tom Wilkins & Rick Sharga

9:45am:
Market Update – Economists View

• Rick Sharga, Moderator, Executive Vice President Market Intelligence, ATTOM
• Mike Fratantoni, Chief Economist & SVP of Research and Industry Technology, MBA
• Frank E. Nothaft, Executive, Chief Economist, CoreLogic

10:45am:
Fintech Investments: What technologies are investors betting on/What’s coming next in financial technology advancements?

• Rick Sharga, Moderator, Executive Vice President Market Intelligence, ATTOM
• Chris Gough, Managing Director, Technology Group, Houlihan Lokey
• Nate Levin, Partner, Venture Investments, First American

11:45am:
Open Discussion

12:00pm:
Lunch

Changing Roles/New Methodologies in the Borrower Experience

1:00pm: Alternative Financing Options

• Rick Sharga, Moderator, Executive Vice President Market Intelligence, ATTOM
• James Riccitelli, CEO & Co-Founder, Unlock Technologies
• Shaival Shah, Co-Founder & CEO, Ribbon

2:00pm:
Open Discussion

2:15pm:
Break

2:30pm:
Digital Mortgage – Last Mile

• Simon Moir, Moderator – VP, Banking Compliance Solutions, Wolters Kluwer
• Nancy Alley, VP, Product Strategy, ICE Mortgage Technology
• Amy Brandt, Operating Executive Director at Serent Capital
• Kenon Chen, EVP, Corporate Strategy, ClearCapital

3:30pm:
Open Discussion

3:45pm:
Changing the Way Servicing is Done

• Kyle Lundstedt, Moderator, Founder & President of IndustryVault
• Wes Iseley, Sr. Managing Director, Carrington Holding Company
• Jay Jones, EVP, Mortgage Servicing, Mr. Cooper
• Courtney Thompson, EVP & CPO, Sagent

4:45pm:
Open Discussion

5:00pm:
End of Day Wrap-Up

6:00pm: Reception; 7:00pm Dinner at One Market restaurant, 1 Market Street, San Francisco, 94105

• Executive Roundtable for Mortgage Finance Distinguished Career Award
• Chris George, Founder, President & Chief Executive Officer, CMG Financial

8:30am:
Breakfast

9:00am:
Digital Identity – What are lenders doing?

• Simon Moir, Moderator – VP, Banking Compliance Solutions, Wolters Kluwer
• Nicole Booth, EVP, Public Affairs, Notarize
• Nate Longfellow, Head of Digital, Home Lending, Wells Fargo

10:00am:
Open Discussion

10:15am:
Cyber Security – What should lenders be doing?

• Jonas Moe, Moderator, SVP, Marketing & Market Strategy, ICE Mortgage Technology
• Channing House, CSO, ICE Mortgage Technology
• John Matthews, CIO, ExtraHop Networks
• Donna Ross, EVP, Chief Information Security Officer, Radian Group Inc.

11:15am:
Open Discussion

11:30am:
Working lunch: Wrap-up/Next Steps: Jonas Moe & Rick Sharga

12:30pm:
Adjourn