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We can't wait to be slopeside over again in Bachelor Gulch. To see what we did terminal time we met in person in 2020 at MBA'south Mid-Winter Housing Finance Conference, yous can download the schedule here.

Note: Schedule subject field to change.

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Tuesday, March 8, 2022

  • General Session: Coffee and Conversation with the GSEs

    Location: Salon I

    Speaker(s)

    Tim McCallum , Senior Vice President and Caput of Single-Family Business organisation Account Direction , Fannie Mae

    Jeff Markowitz , Deputy CAO and SVP, External Relations and Corporate Communications , Freddie Mac

    Matthew G. Rocco, Sr. , 2022 MBA Chair-Elect, Chairman of the Lath and Master Executive Officer , Grandbridge Real Estate Uppercase LLC

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    Senior leaders from Fannie Mae and Freddie Mac offer their perspectives on the virtually pressing issues facing the market and their companies, including lessons learned from the pandemic, new products and policies, and the GSEs' roles in tackling affordable housing challenges.

    Speaker(s)

    Tim McCallum , Senior Vice President and Head of Single-Family unit Business Account Management , Fannie Mae

    Tim P. McCallum is Senior Vice President and Caput of SF Business concern Business relationship Management at Fannie Mae, reporting to the Executive Vice President and Head of Single Family. He leads the stop-end strategy and customer management for Fannie Mae's Single-Family's sellers and servicers. This includes origination, pricing, credit, strategy, operations, marketing, engineering, and servicing. Specifically, Mr. McCallum is responsible for working with Fannie Mae's partners, driving strategic alignment with the customer's C-Suite, and ensuring that business and financial goals are met or exceeded. Previously, Mr. McCallum served as Vice President of Client Management Solutions, Vice President of Real Estate Dispositions (REO, Short Sales, Third Political party Sales and Human activity in Lieu), Director of Short Sales, and Senior Manager of REO Alternative Disposition during his fourth dimension at Fannie Mae since 2010. Prior to joining Fannie Mae, Mr. McCallum held senior roles at Fiberlink Communications, Wilmington Finance, Mortgage Lenders Network, and Wells Fargo Financial. Mr. McCallum has a Bachelor of Science in Finance with a Modest in Economics from The Pennsylvania Country University.

    Jeff Markowitz , Deputy CAO and SVP, External Relations and Corporate Communications , Freddie Mac

    Jeff Markowitz is the Deputy Chief Authoritative Officer and Senior Vice President of External Relations & Corporate Communications. In that capacity, he oversees Public Relations, Social Media, Internal Communications, Market Research, the creative squad and the visitor's spider web presence. He also oversees Congressional, State and Industry Relations, which includes the company'due south work with merchandise groups representing lenders, homebuilders, existent estate professionals, remember tanks and housing advocates. Prior to his current part, Mr. Markowitz served as Senior Director of Public Policy, where he focused on affordable housing and legislative and regulatory bug. He began his work at Freddie Mac in the Legal Division, where he worked on mission, off-white lending and a variety of legislative and regulatory bug. Prior to joining Freddie Mac, Mr. Markowitz was a trial attorney at the United States Department of Justice, where he focused on ramble law. He also worked in the Bureau of Consumer Protection at the Federal Merchandise Committee, where he brought the federal government's commencement example for Net fraud. Prior to that, he worked as a criminal and civil litigation acquaintance at the Washington, D.C., law business firm Patton Boggs.  Mr. Markowitz is a graduate of the Yale Police force Schoolhouse and holds a available's degree in Business Administration from Georgetown University.

    Matthew G. Rocco, Sr. , 2022 MBA Chair-Elect, Chairman of the Board and Chief Executive Officer , Grandbridge Real Estate Majuscule LLC

    Matt Rocco is the 2022 Chairman-Elect of the MBA and Chairman of the Lath and Chief Executive Officeholder of Grandbridge Existent Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms. Matt is the vice chairman of the Mortgage Bankers Association (MBA) and vice chair of MBA's Commercial Real Estate/Multifamily Finance Board of Governors' (COMBOG) Origination Council. In his roles as Chairman and CEO at Grandbridge, Matt'south leadership responsibilities include corporate initiatives and Grandbridge's overall loan origination efforts, as well as the company'southward Agency Underwriting (Fannie Mae, Freddie Mac and FHA) and Balance Canvas Closing groups. Matt joined the company in 1998. He is a member of Grandbridge'south Board of Managers, Senior Leadership Squad and Chance Committee, every bit well as a member of Truist's Senior Leadership Team. He also serves every bit an advisory member to many of the nation's largest institutional investors and uppercase correspondents. Prior to joining Grandbridge in 1998, he was engaged in investment banking, bail issuance, underwriting and existent estate nugget management. A graduate of the University of Alabama where he earned his bachelor'due south degree in economics, International Council of Shopping Centers (ICSC), NAIOP, Urban Land Constitute (ULI), Mortgage Activity Alliance (MAA), National Multifamily Housing Council (NMHC), Pension Real Estate Association (PREA), and CCIM.

  • General Session: Survey Says…

    Location: Salon I

    Speaker(s)

    Marcia Davies , mPower Founder; Chief Operating Officeholder , Mortgage Bankers Clan

    Mark Jones , 2022 MBA Vice Chair; Chief Executive Officer & Co-Founder , Amerifirst Abode Mortgage

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    We asked and you answered! Bring together this session to go along the chat as we review the responses to the pre-conference survey you answered. Compare your priorities and perspectives with your peers in the room for meaningful dialogue. This is sure to be a lively word!

    Speaker(southward)

    Marcia Davies , mPower Founder; Chief Operating Officeholder , Mortgage Bankers Association

    Marcia Davies is Primary Operating Officer for the Mortgage Bankers Association (MBA).  Every bit COO, Marcia is responsible for ensuring cantankerous-organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of primal organizational priorities. She is also the pb strategist for MBA's external activities, providing leadership, guidance and overall management to the public diplomacy and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Data Technology and Office Services divisions. She also provides direction oversight to and is a Lath member of MBA's Opens Doors Foundation.  Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's manufacture relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Earlier joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy.  Marcia is the founder of mPower - MBA Promoting Opportunities for Women to Extend their Reach - MBA's networking platform for women in the existent estate finance manufacture. Under her leadership, mPower has grown into an engaged community of more than 24,000, providing all-time-in-form conference and webinar programming, networking events, and online opportunities to stay engaged. Through mPower, more women are positioned to attain leadership positions and are well represented in all segments of the industry. Marcia is a member of the NAWRB Multifariousness and Inclusion Leadership Council (NDILC). She is too a member of Women in Housing Finance and the International Women's Leadership Association. Marcia received the silver Stevie Awards for Women in Business organisation 2018 Maverick of the Year. She is likewise the recipient of V Star'due south Laurie A. Maggiano Legacy honor, a two-time Mortgage Women Mag Women With Vision laurels winner, and a recipient of the NAWRB 2018 Manufacture Revolutionary Honor, and the CIFS Diversity & Inclusion 2018 Trailblazer Award. In 2015, Marcia was honored by HousingWire as 1 of its 2015 Women of Influence. Marcia is a graduate of the Katharine Gibbs Schoolhouse in Montclair, Due north.J.

    Marking Jones , 2022 MBA Vice Chair; Master Executive Officer & Co-Founder , Amerifirst Abode Mortgage

    Mark and his partner Dave Gahm co-founded Amerifirst in 1983 and take grown the company from a single location in Kalamazoo, Michigan, to over 80 total-service locations and 900 personnel nationwide. An abet for affordable homeownership with a mission to make a meaningful divergence in the lives of others, Amerifirst is the #ane USDA lender and #3 FHA lender in the Country of Michigan, too as the #thirteen FHA lender in the Country of Florida. Amerifirst is a Ginnie Mae issuer and manages a $6 Billion servicing portfolio. In August 2020, Amerifirst established a new bilingual mortgage services division to meet the growing homeownership needs of the Hispanic community. Under Mark's leadership, Amerifirst was named ane of the "Fastest Growing Private Companies in America" by Inc. 5000 for vi consecutive years. Committed to operating by a stiff set of core values, it has ranked as a Best & Brightest Visitor to Work For in the Nation for the past five years (2016-2020) and was named one of the top 50 Best Mortgage Companies to Work For in 2021. In 2016 Mark received the Ernst & Young Entrepreneur of the Yr award for Michigan and Northwest Ohio. Mark has served on the Board of Directors of the Mortgage Bankers Association (MBA) and currently serves equally chair of MBA's Audit and Finance Committee. He previously served as co-chair of MBA'due south Independent Mortgage Bankers Executive Council. Exterior of MBA, Mark is a current lath fellow member and Public Policy Committee Chair at Southwest Michigan Beginning, and serves as Chairman of Southwest Michigan First PAC. Mark holds a Bachelor of Science in Business Administration and Management from Virginia Commonwealth University. While at VCU, Mark competed on the Varsity Swimming & Diving team, where he won the 1979 Virginia Intercollegiate State Title in one meter springboard diving, and was a two-time NCAA Regional Qualifier.

  • General Session: FreestyleTech Talk

    Location: Salon I

    Speaker(s)

    Nib Emerson , 2016 MBA Chair; Vice Chairman , Rocket Mortgage, LLC

    Nicole Berth , Executive Vice President, Public Affairs , Notarize

    Rick Bechtel , President of Mortgage , Compass

    Jesse Decker , EVP of Customer Success , Sagent

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    Choosing where to spend your money on tech can be a claiming. Panelists hash out technology investments that have been worthwhile and are probable to bring positive returns, as well as some that have not panned out. Join this open word of what's worked for you lot and where you're looking to invest.

    Speaker(s)

    Bill Emerson , 2016 MBA Chair; Vice Chairman , Rocket Mortgage, LLC

    Neb Emerson is Vice Chairman of Rock Holdings, Inc., the majority owner of Rocket Mortgage and Quicken Loans – America'due south largest mortgage lender – as well every bit several other fintech businesses. He too serves as Vice Chairman of Bedrock, a Detroit-based full-service real manor firm specializing in acquiring, developing, leasing, financing and managing commercial and residential buildings. In both roles, he is responsible for leadership, growth and development of culture. Most recently, Bill was Chief Executive Officer of Rocket Mortgage, a position he held for 15 years. Under his leadership, Rocket Mortgage became the second largest retail mortgage lender and has closed more than than $400 billion of mortgage volume across all 50 states from 2013 through 2017. Neb joined Quicken Loans in 1993 every bit a Mortgage Banker. His passion and commitment for learning and growing, equally well as his zeal for taking care of clients, helped him take on many roles at the company. He is an agile spokesman for the housing industry and has testified before the United States Senate Committee on Banking, Housing and Urban Affairs and the House Fiscal Services Subcommittee on Financial Institutions and Consumer Credit. He served every bit Chairman of the Mortgage Bankers Clan (MBA) for the 2015-2016 term and is the sometime Vice-Chairman of the MBA'south Residential Board of Governors. He is also a board fellow member of the Housing Policy Council (HPC) and the HPC's Executive Council. Bill is a member of the Board of Directors of Xenith, Inc., a football helmet company dedicated to advancing condom through innovation and education; the United Fashion of Southeast Michigan; Detroit Economic Order; Detroit Sports Organizing Committee; Housing Policy Council; Mortgage Bankers Association; National Football Foundation; Rocket Giving Fund; The Parade Company; the Detroit Children's Fund; Business Leaders for Michigan and the Skillman Foundation. Dedicated to his community, He has been the recipient of the ALS Association's Iron Horse Accolade and the Conservancy Army's prestigious William Booth Accolade, the nonprofit's highest honour. Bill likewise supports the Alzheimer's Association Greater Michigan Chapter. He earned a available'south degree in business from Penn Land, where he was a member of the Academy's 1982 National Championship football team.

    Nicole Booth , Executive Vice President, Public Affairs , Notarize

    Nicole Booth serves as Executive Vice President of Public Affairs at Notarize. Nicole leads the organization's efforts to build and maintain trust through government affairs, policy and industry relations and community engagement. She joined Notarize in Baronial 2020. Prior to Notarize, Nicole was a vice president in Government Affairs at the Rocket Mortgage Family of Companies (formerly Quicken Loans) and a fellow member of the K&L Gates Public Policy and Law Practice in Washington, D.C. Nicole also spent time on Capitol Colina working on legislative problems, including for former Ways and Ways Committee Chairman Dave Campsite. Nicole was recognized on HousingWire's 2021 Women of Influence list.

    Rick Bechtel , President of Mortgage , Compass

    Rick is President of Mortgage for Compass, the largest independent brokerage in America and a applied science company building the commencement modern real estate platform. He is leading the creation of OriginPoint, an independent retail mortgage visitor uniting the strengths of ii digital-starting time powerhouses, Compass and Guaranteed Charge per unit, to create a seamless mortgage experience that results in an easier, faster transaction for all. Rick's prior experience includes serving every bit Executive Vice President and Head of U.S. Residential Lending for TD Depository financial institution, answerable for i,400 teammates and all aspects of the $28B Mortgage and $9B Domicile Equity businesses. Rick earned his B.B.A. from the University of Wisconsin-Madison and his M.B.A. from Northwestern University's Kellogg Graduate School of Management.

    Jesse Decker , EVP of Customer Success , Sagent

     Jesse Decker, EVP of Client Success, brings over 25 years of experience in the private, public, and not-for-profit sectors edifice and scaling Customer Success teams and leading transformative organizational and technology strategy, blueprint, development and implementation efforts.  At Sagent, Jesse leads customer facing teams that manage relationships and commitment throughout the customer lifecycle, onboard new customers and implement new products, provide product support, and deliver professional services.  Prior to joining Sagent, Jesse led Customer Success teams at Roostify and Cloudvirga.  She besides spent 15+ years in consulting - at Andersen, Booz Allen, and Pace Harmon (now part of West Monroe) - helping fortune 500 and mid-market place companies buy and implement technology.  Amid others, her clients included a private disinterestedness firm with $200B under management, a US cellular telecom visitor with $30B in annual revenue, a mid-market digital images company, and a US federal government fiscal organisation. Jesse earned her undergraduate degree at Northeastern University and has a masters caste from Princeton University.

  • Dinner Effect: Politics and Culture Then and Now

    Location: Salon I

    Speaker(s)

    Peggy Noonan , Pulitzer Prize-Winning Columnist for The Wall Street Journal , Speechwriter, Bestselling Author and Former Special Banana to President Ronald Reagan

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    Tonight's dinner feature an interview with Peggy Noonan, widely admired for her opinion cavalcade Declarations which has run weekly in the Wall Street Journal since 2000. Previously a special assistant and speechwriter for President Ronald Reagan, she is the author of nine books on American politics, history and civilization, including her most contempo release, the Times of Our Lives. Through humorous anecdotes and political insight, Noonan shares her perspective on Washington today, as well as her experience as a journalist and one of the state's premier presidential speech writers.

    Speaker(s)

    Peggy Noonan , Pulitzer Prize-Winning Columnist for The Wall Street Periodical , Speechwriter, Bestselling Author and Former Special Assistant to President Ronald Reagan

    Peggy Noonan is a Pulitzer Prize-winning columnist for theWall Street Journal, where her weekly column, Declarations, has run since 2000. She is as well the bestselling writer of nine books on American politics, history and civilisation, including the bestsellers What I Saw at the Revolution , and When Graphic symbol Was Rex . She is 1 of ten historians and writers who contributed essays on the American presidency for the book, Character To a higher place All . In her nigh recent release, The Time of Our Lives , Peggy chronicles her career in journalism, the Reagan White House, and the political arena. On April 10, 2017, Noonan received the Pulitzer Prize for Political Commentary for her coverage of the 2016 Presidential Election. In 2008 theNational Journal dubbed Noonan's political column indispensable to an agreement of the presidential year, andForbes Magazine chosen her column "principled, perceptive, persuasive, and patriotic." Noonan'south essays accept appeared inFourth dimension,Newsweek,The Washington Mail and other publications, and she provides frequent political commentary on television. Noonan was a special banana and speechwriter for president Ronald Reagan.  In 2010 she was given the Award for Media Excellence by the living recipients of the Congressional Medal of Honor; the following twelvemonth she was called equally Columnist of the Yr byThe Week. In November 2016 she was named one of the city'south Literary Lions by the New York Public Library. She has been a fellow at Harvard Academy's Plant of Politics, and has taught in the history department at Yale University. Earlier entering the Reagan White House, Noonan was a producer and writer at CBS News in New York, and an adjunct professor of Journalism at New York University.  She was built-in in Brooklyn, New York and grew upwards there, in Massapequa Park, Long Isle, and in Rutherford, New Jersey.  She is a graduate of Fairleigh Dickinson Academy in Rutherford.  She lives in New York City.

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