MSR Forum
Event Details
Find a sampling of confirmed speakers and panels featured on the agenda. When all said and done, we are projecting 300-400 attendees, consisting of a who’s who of the MSR
Event Details
Find a sampling of confirmed speakers and panels featured on the agenda. When all said and done, we are projecting 300-400 attendees, consisting of a who’s who of the MSR sector (Sub-Servicers, Investors, Originators, Attorneys, Advisory Groups, and other Industry Professionals).
A limited number of sponsorship/exhibit & speaking opportunities are still available.
| MSR Speakers | MSR Panels: |
| Aaron Wade, EVP, Chief Investment Officer, Onity Group | MSR market outlook 2026 |
| Allen Price, Senior Vice President, Client, Risk, and Transaction Management, BSI Financial | Servicing strategy deep dive: Balancing recapture, excess, and operational models |
| Bose George, Managing Director, Keefe, Bruyette & Woods | GSEs at the crossroads: policy, reform, and MSR market Impacts |
| Brandon Ivey, Executive Editor, Inside Mortgage Finance | AI, Data & Tech in MSR Management: Reducing Servicing Costs Through Innovation |
| Brian Luitjohan, Senior Vice President, Mortgage Valuation and Market Risk Oversight, Truist | Investor strategy: MSR portfolio construction & rate-driven decision making |
| Brian Simon, Managing Director, Bungalow Funding | Servicing and MSR Dynamics of Alternative Products |
| Cameron Kinvig, Of Counsel, Holland & Knight | MSR transaction management: from due diligence to execution to post-sale integration |
| Chamone Williams, Director of Post-Closing and Servicing, Splitero | Delinquency management & forbearance: risk mitigation, compliance & borrower outreach |
| Charles Clark, Senior Vice President, Executive Director, Structured Mortgage Finance, Ever Bank | MSR financing approaches: warehouse line management, securitization, and advance facilities |
| Derrick B. Gruner, Chief Capital Markets Officer & General Counsel, Realworld Assets Group | MSR Securitization: Structures, Markets & Investor Requirements |
| Doug Harter, UBS Equity Research, UBS | The evolving regulatory landscape for MSR |
| Geoffrey Sharp, Head of Product Development and Sales, Eris Futures | Hedging decisions in a changing market: Strategy, risk & portfolio management |
| Ian Richards, Senior Vice President, Borrower Analytics Group, MIAC Analytics | Accurate MSR Valuation in a changing rate cycle: pricing, margins & model sensitivities |
| James Rupar, VP Capital Markets, Citizens Bank | Housing & mortgage origination outlook: Growth opportunities and market headwinds |
| Jay Lown, President & CEO, Cherry Hill Mortgage | |
| Jeana Curo, Managing Director, Head of Agency MBS Research Global Research, Bank of America | |
| Jennifer D. McGuinness, Chief Executive Officer, Pivot Financial | |
| Katrina Llanes, Partner, Chair of Structured and Warehouse Finance Team, Alston & Bird | |
| Keith Soura, Vice President of Engineering, Better | |
| Kristina Busch, Director, MSR Transaction Management, Annaly Capital Management | |
| Larry Goldstone, President, Capital Markets & Lending, BSI Financial Services | |
| Lee Turner, Director of HFS Hedging, Truist | |
| Matthew Detwiler, SVP Client Relations, Cenlar | |
| Michael Lau, Managing Director, Bayview Asset Management | |
| Mike Carnes, Managing Director, MSR Valuations Group, MIAC Analytics | |
| Nikhil Malik, President and Chief Executive Officer, MAV-MSR Asset Vehicle | |
| Ron Haynie, Senior Vice President, Housing Finance Policy, Community Bankers of America | |
| Shiv Bansal, EVP, Enterprise Risk, Pennymac | |
| Stephen Faulkner, Chief Revenue Officer, Consolidated Analytics | |
| Teddy Rettinger, Vice President, Valuation and Investment Management, CrossCountry Mortgage | |
| Ty Miller, Managing Director, Head of Asset Management, Annaly Capital Management | |
| Vince Zenner, Managing Director, Portfolio Management, Rate | |
| Vineet Gupta, Managing Director, Head of Credit Analytics, Blackrock | |
| Walter Mullen, EVP, Chief Strategy Officer, Onity Group | |
Time
April 29, 2026 - April 30, 2026 (All Day)(GMT+00:00)
Location
JW Marriott Arts District in Dallas.
800 North Harwood Street Dallas Texas 75201
Other Events