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| lodging | venue |
| Marriott Woodlands Waterway
Hotel and Convention Center* |
1601 Lake Robbins Dr
The Woodlands, TX 77380
800.228.9290 |
room rate: $179.00
cut-off date: January 8, 2010. |
*The Woodlands, Texas Hotel is 20 minutes (21 miles) North of George Bush Intercontinental Houston Airport. |
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| schedule & topics |
| TUES 02.02.10 |
1:00 pm |
Registration |
2:00 – 3:15 pm |
Warehouse Lending
Learn about net worth requirements, products, eligibility, and overlays.
How do you get started in this market?
Moderator
Chuck Klein – Mortgage Banking Solutions, Managing Partner
Panelists
Martha Reitz – View Point Bank, VP Warehouse Lending
Paul Szymanski – Bank of America, SVP IMS (Institutional Mortgage Services) Executive
Trey Worley – Comerica Bank, Vice President, Mortgage Banker Finance |
3:30 – 5:00 pm |
Dealer Panel
When will the MBS market return? What is selling/buying today? What is to come and what to look out for?
Moderator
Mike Kennemer – Moncor Inc, Chief Financial Officer
Panelists
Phillip Daskevich
– Cantor Fitzgerald, Director Mortgage Securites
Gail Schaumann – Multi-Bank Securities, Inc.,
Vice President
William H. Sias – Madison Williams, Senior Vice-President Managing Director
Buck Thompson – Bank of Oklahoma
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5:30 – 7:00 pm |
Reception
Dinner - on-your-own*
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| WEDS 02.03.10 |
8:00 am |
Registration & Continental Breakfast |
8:50 – 9:00 am |
Welcome |
9:00 – 10:00 am |
Keynote: State of the Industry
Joe Murin
Former CEO of Ginnie Mae ; Managing Director of The Collingwood Group (domestic & international secondary / capital markets). |
10:00 – 11:00 am |
Mergers & Aquisitions
Who is buying failed banks? Who is expanding, and what opportunities are there for strong companies?
Moderator
Gil Lopez – Mission Mortgage, Affiliate Production Division
Panelists
Michael Lau – Phoenix Capital, Inc., Executive Vice President
Jeffrey M. Levine – Milestone Advisors, LLC, Managing Director
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11:30 – 1:00 am |
Lunch & Keynote: Mike Inselmann,
President – Metrostudy |
1:30 – 2:45 pm |
Business Model Strategies
Is your Business Positioned for the future? Retain vs. Released, using a sub-servicer, pipeline management (diversification), risk management, and servicing valuation.
Moderator
Kerry Dannenberg – SWBC Mortgage Corporation
Panelists
David Allison – Dovenmuehle Mortgage, Inc., Senior VP
Linda Hitchcock – Peak Performance Resources, Inc., Managing Partner
Doug Mayers – Mortgage Industry Advisory Corporation, VP |
2:45 – 4:00 pm |
Maximizing Your Value to the Investor
What they are looking for in a seller and how secondary departments are evolving?
Moderator
Rick Thompson – Envoy Mortgage, President
Panelists
Terri L. Davis – Fannie Mae, Vice President for Marketing
Keith Mills – Franklin American Mortgage Company,
EVP Correspondent Division
Chris Karnes – SunTrust Mortgage, Inc, Senior VP & National Correspondent Sales Manager
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4:00 – 5:00 pm |
Refreshments & Networking |
*WATERWAY DINING ON THE RIVER
Meet with your clients at the many restaurants along the Woodlands Waterway (similar to San Antonio’s Riverwalk). The Woodlands Waterway is located right outside the Marriott Hotel and connects to the Woodlands Mall and the Cynthia Woods Mitchell Pavilion and Town Green Park.
*more dining and entertainment: www.thewoodlandscvb.com |
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