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| Speakers |
David Allison,
Senior Vice President
Dovenmuehle Mortgage, Inc.
Mr. Allison is Senior Vice President and Manager of Marketing and Business Development. Mr. Allison has also been responsible for all loan servicing operations at Dovenmuehle. Mr. Allison was formerly Director of Global Cash Management Operations at Mellon Bank in Pittsburgh, Pennsylvania with responsibility for all domestic banking operations centers with a total staff of approximately 1,500. Also at Mellon Bank, Mr. Allison held various management positions in the International Banking Department in London, Madrid, Milan, and New York, with responsibility for credit portfolios in excess of $500 million. Mr. Allison is a graduate of Trinity University in San Antonio, Texas with a B.S. in Economics and Business Administration and The American Graduate School of International Management in Glendale, Arizona with a Masters Degree in International Management.
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Phillip Daskevich, Director
Mortgage Securities Cantor Fitzgerald
Phillip Daskevich heads Cantor Fitzgerald & Company’s RMBS analysis initiatives and works directly with traders and investors to quantify expected RMBS returns. Over his 19 year career he has covered many elements mortgage capital markets, Fannie Mae/Freddie Mac REMIC and private label RMBS structuring & trading, seasoned loan due diligence management, whole loan trading and project management on mortgage trading technology platforms at companies such as Amherst Securities Group, Mountain View Capital Group, Stewart Title and Microsoft. He specializes in developing and trading on directional and micro RMBS relative value strategies focused on the asset-based lending principles of establishing each borrower’s current willingness and capacity to pay and the current value of each underlying property. Phillip also manages Cantor’s RMBS expected return models based on proprietary databases of granular loan, borrower and property level data.
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 Terri L. Davis, Vice President for Marketing
Fannie Mae
Terri L. Davis is Fannie Mae's Vice President for Marketing. She reports directly to the Senior Vice President - Single-Family Mortgage Business - Western Regional Office. Davis is responsible for developing marketing goals and customer management objectives with customer account team members who manage customers in the Western Regional Office.
Prior to her regional appointment in 2009, Davis was Vice President for Alternative Delivery Solutions, responsible for expanding the distribution of Fannie Mae mortgage products through lender and community partners to reach underserved and minority consumers. Previously, as Vice President for business Sales and Consulting, she was responsible for Fannie Mae customer engagements in support of the sales, integration, and implementation of Fannie Mae's suite of business tools, including Desktop Underwriter® (DU®) and Desktop Originator® (DO®) on the Web.
Prior to joining Fannie Mae in August 1994, Davis was Director of Product Development for PMI Mortgage Insurance Company. At PMI, she was responsible for applications in support of contract underwriting initiatives. She also is credited with pioneering the implementation of the mortgage industry's first commercially available automated underwriting system, pmiAURA. Formerly, Davis was a loan processor and underwriter for PMI Mortgage Insurance Co. and other mortgage banks.
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Linda Hitchcock, Managing Partner
Peak Performance Resources, Inc. |
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 Mike Inselmann [Keynote],
President
Metrostudy
Mike Inselmann is president and co-founder of Metrostudy, a full service housing research and consulting company based in Houston. Metrostudy specializes in real estate and housing marketing research and consulting.
Mike is a native Texan from San Antonio, a graduate of Rice University. For the past 34 years, through his quarterly Housing Market Advisory Service, he has regularly consulted personally with over 100 of the major builders, developers, and lenders who are active in the housing industry in Texas and other states.
Now active in over 40 markets in 16 states, Metrostudy is the most geographically diverse housing and demographics research company in the U.S. Metrostudy maintains a database---in subdivision specific detail---on housing starts and absorption, home and lot inventory, and planned development for home builders in subdivisions accounting for over 68% of all single family home construction in metropolitan markets in the U.S.
Metrostudy’s work involves regional economics, housing market surveys, consumer research, population demographics, and forecasts of future housing demand and the factors that influence that demand.
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Michael P. Lau, Executive Vice President
Phoenix
Michael P. Lau, Executive Vice President, has 18 years in the mortgage banking industry and has been with Phoenix for over six years. Prior to Phoenix, he spent six years with First Colorado Mortgage Corporation as Executive Vice President and Chief Operating Officer. He was responsible for corporate operations including secondary marketing, underwriting, shipping and delivery, insuring, information systems and accounting. He was instrumental in the acquisition of four independent mortgage companies in 1998 and 1999; including negotiations of the purchase, negotiation of the stock purchase agreement and related employment agreements, and the assimilation of those companies into the existing infrastructure. He began his career with Criterion Financial Corporation in loan servicing and ultimately moved into secondary marketing where he has spent the balance of his mortgage banking career. Michael has a B.S. in accounting from Gonzaga University and is a Certified Public Accountant.
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Jeffrey M. Levine, Managing Director
Milestone Advisors, LLC |
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 Doug Mayers,
Vice President, Sales and Marketing
Mortgage Industry Advisory Corporation
Doug Mayers is Vice President for Sales and Marketing at MIAC (Mortgage Industry Advisory Corporation). In this role, he is responsible for developing opportunities for valuation, advisory, software, and transaction engagements with all types of mortgage market participants domiciled west of the Mississippi.
Doug has a broad range of experience in the secondary market, including positions in sales and sales management; whole loan and distressed asset pricing, trading, and acquisitions platform development; agency MBS pooling and delivery; and MBS acquisitions operations. Doug began his career in the industry with Lomas and Nettleton in 1985, and has held a variety of sales, marketing and management positions with Fannie Mae, Countrywide, Bayview Financial, and Indymac Bank.
Mr. Mayers resides in Santa Monica, CA with his wife, Tiffany, and their daughter Olivia. He holds a B.A. in History from Kenyon College in Gambier, Ohio, and is a native of Washington, D.C. |
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Keith Mills, Executive Vice President of Correspondent Lending
Franklin American Mortgage Company |
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Joe Murin, Managing Director
Collingwood Group
Murin was appointed CEO of Ginnie Mae in 2008. Prior, he served as Chief Executive Officer of Lender Services Inc. He also served as Chief Executive Officer for Basis100, a Toronto-based publicly traded technology company. Earlier, he served as President of Century Mortgage Company.
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Martha Reitz,
VP Warehouse Lending
View Point Bank
Martha Reitz spent 20 years managing retail and wholesale mortgage divisions before moving over to warehouse lending 7 years ago. Prior to joining VPB in June 2008 to help design and build their warehouse division, Martha spent 5 years with RFC warehouse lending, managing a portfolio of mid sized to large central and western mortgage bankers.
Before moving over to warehouse lending, Martha was Regional Manager for GreenPoint Mortgage Wholesale, Division Manager for HomeSide Lending Wholesale, and Sales Manager for First National Bank of Arizona with top performance being acknowledge by each company.
Her in-depth knowledge of the mortgage business, including loan origination, underwriting and operations, is a benefit to her clients as well as VPB.
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Gail Schaumann,
Vice President
Multi-Bank Securities, Inc.
Gail Schaumann joined Multi-Bank Securities, Inc. (MBS) in 2008 and brings over 23 years of extensive experience gained from the FINRA Broker-Dealer firms she has served. Gail specializes in providing pipeline risk management solutions and secondary marketing strategies for mortgage banking clients. Gail’s primary focus is on the TBA mortgage securities market, specified pools, and Community Reinvestment Act (CRA) eligible securities. She works with the MBS CRA Trading Desk to assist bank clients, socially responsible investors, and financial institutions meet their Community Development or Investment needs and tests for CRA examinations. The CRA Trading Desk structures unique Fannie Mae, Freddie Mac, and Ginnie Mae mortgage-backed securities collateral pools specific to the CRA requirements of the client.
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William H. Sias, Senior Vice-President
Managing Director
Madison Williams
Bill Sias is the Managing Director and founder of the Mortgage Pipeline Hedging division for Madison Williams and Company. Originally created under the name SMH capital, Mr. Sias and his peers were able to acquire the platform of SMH’s Capital markets division to create Madison Williams and Company in December 2009. Mr. Sias brings over 23 years of experience in Capital Markets having worked at such firms as Drexel Burnham Lambert, Howard Weil, Shearson Lehman, Prudential Securities, First Southwest Securities and finally SMH Capital. Educated at Rice University where he receive an MBA on Scholarship and at St. Lawrence University where he received degrees in Economics and Geology, Mr. Sias experience transcends numerous product areas ranging from Repo to CMO modeling to portfolio immunization. Mr. Sias did his first assignment of trade (AOT) in 1987 and was instrumental in placing some of the industry’s first derivatives including the first inverse floater/floater execution at Drexel Burnham Lambert as well as Lehman Brother’s first private label inverse IO-ette execution. Mr. Sias’ pioneering financial research and decision making have allowed Madison Williams to move deeply into the mortgage hedging space supporting the mortgage origination industry at its most critical time. Prior to entering the Capital Markets, Mr. Sias enjoyed a ten year career in the oilfield services industry where he designed and supervised what was at the time the world’s largest hydraulic fracturing job. |
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D. Richard Thompson – Envoy Mortgage, President |
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Trey Worley,
Vice President
Comerica Bank, Mortgage Banker Finance
Upon joining Comerica Bank’s Mortgage Banker Finance Group in May, 2009, Trey Worley assumed responsibility for growing Comerica’s warehouse lending presence in Texas. Trey currently manages over $225 million in warehouse lines of credit for Comerica in his capacity as a Vice President, and his portfolio continues to grow. Prior to Comerica, Trey served as a Vice President in the Mortgage Warehouse Division of the National Residential Lending Group of Guaranty Bank, where he managed a portfolio in excess of $500 million for 19 different mortgage banking relationships, including Guaranty’s agency of four syndicated credits. Trey started his mortgage warehousing career at Guaranty Bank in July, 2003 after successfully completing Guaranty’s credit-training program. Trey graduated from Baylor University with BBA degrees in Finance and Economics. He currently lives in McKinney, Texas with his wife Jaime and four-year old daughter Kaitlyn.
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