18th Annual Eastern Secondary Market Conference

 and 68th Annual Convention

June 21-22-23, 2022

Hyatt Regency Grand Cypress, Orlando, Florida


Early Registration Savings Extended!

Register by May 16th

and Save $150!

Monday June 20, 2022

Golf 11 AM - Villas of Grand Cypress– Registration available on your form!

Tuesday June 21 - Secondary Programs Begin Today

8 AM - Registration Opens for Exhibitors and Attendees

8:30—9:30AM - Breakfast and Networking Time

(Special Breakfast Sponsorship Available, See Form)

10 AM—4 PM - Exhibitors Set-up

Secondary Sessions

10 – 11 AM - Non-QM Panel

Steven Schwalb, Managing Partner, Angel Oak

Tom Davis, Executive Vice President, Correspondent Lending, First Guaranty Mortgage

Shelly Griffin, Senior Vice President, Client Development, Deephaven Mortgage

Moderator: Rudy Orman, CMB, Reliant Bank

11 – 11:30 AM - Networking / Refreshment Break (Special Sponsorship SOLD)

11:30 AM – 12:30 PM - American Enterprise Institute Housing Center Current Updates, Ed Pinto, Senior Fellow and Director, AEI Housing Center

Moderator: Nitin Dave

12:30 – 1:30 PM - Lunch / Networking Time

1:30 – 2:30 PM - Secondary Panel Discussion - A Day in the Life of a Secondary Desk Manager

Vinay Miglani, Senior Vice President, Capital Markets, FBC Mortgage, LLC

Joaquin “Ken” Torre, Executive Vice President, Capital Markets, First Guaranty Mortgage Corporation

Jeff Gipson, Senior Vice President, Secondary Marketing, Florida Capital Bank

Moderator: Mark Tetereris, CMB, Director, Solutions Specialists, Optimal Blue

2:30 - 3 PM - Networking / Refreshment Break

(Special Sponsorship Available, See Form)

3 – 5 PM - Hedge Advisory Firms/MSR • Valuing Servicing Rights

• Importance of Customer Retention • Benefits of Hedging

• Best Execution • Mandatory vs. Best Efforts

• Single Loan Sale vs Bulk Sale

Azad Rafat, Senior Director MSR Services, Mortgage Capital Trading, Inc.

Toby Huskinson, Quantitative Scientist, Optimal Blue

Ashlee Davis, Vice President – Analytics, PHOENIX

Moderator: Tim Allen, CMB, First Horizon

5—6:30 PM - Exhibit Grand Opening Welcome Reception

Wednesday June 22

7 AM - Registration Opens

7:30—9 AM CMB Breakfast with Featured speaker Jim Deitch, CPA, CMB, CEO, Teraverde Mortgage and FinTech Thought Leader | Best Selling Author | Public Speaker

The 3 Things CMBs Should Be Doing Right Now

Following the speaker’s presentation Tim Allen, CMB will lead a discussion about the value of CMB designation, and the steps involved in attaining the designation.

Moderator: Tim Allen, CMB, First Horizon

8—9 AM - Breakfast with Exhibitors

Crossover Sessions of Interest to Secondary/Convention Attendees

9 - 10:30 AM - Special Kick-Off Session

10:30 - 11:15 AM - MBA Washington Update, Bob Broeksmit, CMB, President and CEO, MBA National

Moderator: Sherry Gallitz, CMB, Union Home Mortgage

11:15 – 11:45 AM - Networking / Refreshment Break with Exhibitors

11:45 AM – 12:30 PM - Economic Update, Doug Duncan, Ph.D. Senior Vice President and Chief Economist, Fannie Mae

12:30—1:30 PM - Lunch with Exhibitors

Annual Convention Programs Begin/Sessions

1:30 – 3 PM - Agency Updates (Speakers Being Finalized)

3:30 – 4:45 CEO Panel

Tawn Kelley, President, Taylor Morrison Home Funding

Phil Defronzo, President, Norcom Mortgage

Moderator: Jim Deitch, CPA, CMB, Teraverde Financial LLC

4:45 PM - Reception with Exhibitors (MPAC Drawings Begin)

Thursday June 23

7 AM - Registration Opens

8—9 AM - Incoming Local Chapter Presidents Breakfast

Convention Sessions

9 – 10 AM - Client Engagement-Maximizing the Homebuyer Experience

Kristin Messerli, Vice President, Experience.com

Ralph Remy, Director, Client Digital Experience, National MI

Moderator: Robert Villalon, National MI

10 – 11 AM - National and Florida Housing Market Update and Forecast

Kristine Smale, Senior Vice President, Zonda Advisory

Moderator: Doug Leever

11 – 11:30 AM - Closing Networking Refreshment Break with Exhibitors

11:30 AM – 12 PM - Affordable Housing Panel

Sean Moss, Executive Vice President, Down Payment Resource

Chip White, Homebuyer Loan Programs Director, Florida Housing Finance Agency

Moderator: Christie Buff, MGIC

12:30—2:30 PM - Special Closing Luncheon with a Different Twist

Annual Meeting /Election /Installation /Brown L Whatley Award and MPAC Drawings with special host and speaker, Steve Richman, National Director of Strategic Growth & Branding, VanDyk Mortgage

3 - 5 PM - 2022/2023 Board of Directors Meeting

Sign Up Online for Registration/Exhibitors/Sponsorships-Click Here

(You can register online with the above link or access the forms under the links below!)



Come for the Secondary Conference, the Annual Convention or both! Pricing is very affordable for everything you get!

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We have a beautiful space booked this year! The floor plan is being finalized and will be available after January.

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There are great sponsorship opportunities with some new ones available this year!

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Hyatt Regency Grand Cypress

For additional assistance, contact us at 877-803-7534 or Click Here to find contact information by Region.

Reservation Link
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