8:00 am
Breakfast

8:45 am
Welcome and Introductions

9 to 10:30 am:
Economic Outlook

• Mike Fratantoni, Mortgage Bankers Association
• Mark Palim, Fannie Mae
• Ralph DeFranco, Freddie Mac

10:30 to 11:30 am:
A Look at the Evolution of the Mortgage Sector – Capitalization, Products, and Emerging Business Models

• Jennifer Fuller, Managing Director, Houlihan Lokey

11:30 am to 12:30 pm:
Technology Trends

• Dominick Marchetti, Mezzo Technologies

12:30 to 1:30 pm:
Lunch

1:30 to 2:30 pm:
AI and its Impact on the Mortgage Industry – An in-depth discussion about current and future applications of AI across the industry for originators and servicers.

• Moderator: Kyle Lundstedt, President, Industry Vault
• Shashank Shekhar, InstaMortgage
• Mohammad Rashid, Tavant
• Courtney Thompson, CMG Financial
• Jocelyn Martin-Leano, Enizio Strategies

2:30 to 2:45 pm:
Break

2:45 to 3:45 pm:
Cybersecurity – What’s going on out there? What you need to know about cybersecurity today – and how to handle it when (not if) it happens to you.

• Moderator: Jonas Moe, ICE
• Channing House, ICE Mortgage Technology
• Alex Sleeiss, Williston Financial Group

3:45 to 4:30 pm:
Open Forum – Industry Issues:
Insurance costs and limited availability; the Realtor/MLS settlement and its impact on compensation and transactions; migration to non-traditional products in a stagnant market

4:30 to 5:00 pm:
Recap of the day, and discussion of topics to be covered at the Fall Roundtable

5:00pm:
Adjourn

Reception and Dinner: 5:30-7:30

Red O – Taste of Mexico
4340 La Jolla Village Dr.
San Diego, CA 92199
www.redorestaurant.com