MBA Whole Loan Trading Workshop Jan. 28

The Mortgage Bankers Association’s Research and Economics Department announces a new Whole Loan Trading Workshop, taking place on Jan. 28 in Fort Worth, Texas.  

In a turbulent rate environment, the market for seasoned performing loans has picked up, as many institutions work to optimize their asset-liability strategy. Based on industry demand, MBA’s new Whole Loan Trading Workshop features expert speakers who are involved in buying and selling whole loans, as well as those engaged in servicing transactions coupled with these trades.  

The Whole Loan Trading Workshop includes a stellar lineup of speakers, including:

–Michael Quinn, EVP Correspondent Lending, PennyMac

–Brendan Teeley, VP, Whole Loan Sales and Trading, MIAC Analytics

–Brian Cerise, VP, Phoenix Capital

–Jeff Harry, Principal and EVP, Capital Markets Cooperative

–Richard Mason, SVP Secondary Marketing, Vertical fund Group

–Kevin Skinner, SVP Secondary Marketing Manager, Umpqua Bank

–Tom McLemore, SVP, FTN Financial

–Garry Cipponeri, CEO, TradeRoom Capital

–John Toohig, Fixed Income Trader, Raymond James

–Ruth Lee, CSO/EVP, Titan Lenders Corp

–David Allison, SVP, Dovenmuehle

–Ken Logan, Managing Director, Wells Fargo

–Jim Deitch, CEO, TeraVerde Mgmt. Advisers

–Mike Indiveri, CPA, Indiveri CPA

Topics to be covered include:

–Examples of successful whole loan transactions between independent mortgage bankers and depositories.

–Identifying and developing successful counterparts for bulk and flow transactions.

–An overview of the market for seasoned performing loans.  

Join us in Fort Worth to get the inside track on this timely topic.  

View the Agenda: Agenda.pdf.  

To register, click  

Sponsorship and speaker opportunities are available. Contact Mike Fratantoni at (202) 557-2935 or Jenny Masoud at 202-557-2879 or for speaker or sponsorship opportunities.