8:00am
Breakfast

8:30am
Welcome/Introductions by the Co-Chairs

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

8:45am:
Economic & Housing Market Update

• Doug Duncan, Chief Economist, Fannie Mae
• Mike Fratantoni, Chief Economist, SVP, Research & Technology, MBA
• Len Kiefer, Deputy Chief Economist, Freddie Mac

9:45am:
Current Credit Trends

• Silvio Tavares, President & CEO, VantageScore

10:00am:
Open Discussion

10:15am:
Fintech Market Update

• Moderator: Rick Sharga, Founder & CEO, CJ Patrick Company
• Chris Gough, Managing Director, Houlihan Lokey
• Nate Levin, Partner, First American Venture Investments
• Matt Murphy, Partner, Montage Ventures

11:15am:
Group Discussions

• Moderator: Rick Sharga, Founder & CEO, CJ Patrick Company

11:30am:
Technology Trends

• Julian Hebron, Founder, The Basis Point

12:15pm:
Lunch

1:00pm:
Recap of Morning Session/Outline for Afternoon Session

• Moderator: Rick Sharga, Founder & CEO, CJ Patrick Company

1:15pm:
Leveraging Technology to Reduce Costs/Improve OE

• Moderator: Kyle Lundstedt, President, Industry Vault
• Sara Knochel, CEO Data & Analytics, Candor Technology
• Nate Longfellow, EVP, Wells Fargo
• Dominick Marchetti, CEO, Team Mezzo

2:15pm:
Servicing Industry Challenges & Opportunities

• Moderator: Rick Sharga, Founder & CEO, CJ Patrick Company
• Wes Iseley, Sr. Managing Director, Carrington Investment Services, LLC
• Jay Jones, EVP, Servicing, Mr. Cooper
• Amy Neumann, FVP, Default Servicing Operations, Flagstar Bank

3:15pm:
Break

3:30pm:
Secondary Market Issues & Outlook

• Moderator: Chris Whalen, Chairman, Whalen Global Advisors
• Chris Abate, CEO, Redwood Trust
• Michael Bright, CEO, Structured Finance Association
• Matthew Rocco, President, Colliers Mortgage / Chairman, MBA

4:30pm:
Recap/Next Steps/Fall Topic Suggestions

5:00pm:
Adjourn

6:00pm: Reception
7:00pm: Dinner

One Market, 1 Market Street, San Francisco Tel: (415) 777-5577

• Executive Roundtable for Mortgage Finance Distinguished Career Award
  Teresa Bryce Bazemore, President & CEO, Federal Home Loan Bank of San Francisco