Call For Speakers for MBA Whole Loan Trading, CRA Lending, M&A Workshops
The Mortgage Bankers Association has issued a Call for Speakers for three upcoming workshops with opportunities for participants to learn from industry experts and their peers.
If you are interested in speaking at one of these upcoming workshops, please submit a 4-5 sentence description of what you will cover as well as your title, expertise and contact information.
MBA Whole Loan Trading Workshop
Date: Nov. 10
Location: Phoenix
Proposal Deadline: Aug. 15
Open for Registration: Yes
Contact:Mike Fratantoni mfratantoni@mba.org
MBA CRA Lending Workshop
Date: Dec. 15
Location: Charlotte, N.C.
Proposal Deadline: Aug. 30
Open for Registration: Yes
Contact: Marina Walsh mwalsh@mba.org
MBA Mergers & Acquisition Workshop
Dates: Feb. 22-23, 2017
Location: Dallas
Proposal Deadline: Sept. 30
Open For Registration: August
Contact: Marina Walsh mwalsh@mba.org.
Whole Loan Trading Workshop (Speaker Proposal Deadline: August 15)
MBA will host a one-day workshop on November 10 in Phoenix focused on the expanding market in whole loan trading. MBA has issued a Call for Speakers for this workshop with an Aug. 15 deadline.
Many community banks and other portfolio investors have become active buyers of whole loan mortgages on a flow or bulk basis. Key drivers of this trend include high credit pricing charged by the agencies, particularly for so-called “niche” products, such as co-ops, non-warrantable condos, etc.
Additionally, the scratch and dent market remains critical for lenders, particularly for loans with TRID issues. The market for seasoned performing loans has also picked up as many institutions work to optimize their asset-liability strategy.
This workshop will feature expert speakers who are involved in the buying and selling of whole loans, as well as those engaged in servicing transactions coupled with these trades. Panel topics will include:
–Opportunities in the traditional correspondent market
–The growing market for NPLs and RPL
–An overview of the market for seasoned performing loans
–A discussion of the scratch-and-dent market, especially in light of TRID challenges
–Effective techniques for bridging the ‘cultural expectations’ between community banks and independent mortgage bankers.
–Examples of successful whole loan transactions between independent mortgage bankers and depositories.
–Identifying and developing successful counterparties for bulk and flow transactions.
Speaker Opportunities: Contact Mike Fratantoni at 202-557-2935 or mfratantoni@mba.org by Aug. 15.
Sponsorship Opportunities: Contact Malikah Crable at 202-557-2821 or mcrable@mba.org.
MBA CRA Mortgage Lending Workshop 2016 (Speaker Proposal Deadline: August 30)
Summary
The Community Reinvestment Act was enacted in 1977 to encourage federally insured banking institutions (commercial banks and savings associations) to help meet the credit needs of their communities, including low and moderate income households in their service area.
MBA offers a one-day workshop on December 15 in Charlotte, N.C. to bring together mortgage lenders who have met or exceeded CRA requirements, with those who wish to improve or expand upon their CRA mortgage lending programs. Regulatory developments as well as practical case studies and best practices will be covered.
Panel topics will include:
–Regulatory Overview and Developments: CRA explained and updated guidance on evaluation methods and expected documentation. The interrelationship among CRA, Fair Lending and HMDA–how new requirements and guidance will impact lenders, along with potential pitfalls and what to do about them.
–The CRA Challenge/Originating CRA: Hear from a panel of lenders who have designed plans and strategies for meeting and exceeding CRA goals and/or ratings after initial struggles. Included will be perspectives on originating vs buying CRA-eligible loans to meet established goals. Lenders will discuss product and sales management, loan officer organizational structures and incentives to promote CRA-type lending.
–Selling CRA Loans/CRA Trading: How lenders are acquiring and selling CRA loans to other banks who may need these loans to meet their goals.
–sales and Marketing: How lenders are “getting the word out” about their CRA and Fair Lending-targeted loan programs. Among methods for outreach: use of advanced big data analytics, social media, community partnerships, HFA and Bond program and other outreach efforts.
Speaker Opportunities: Contact Marina Walsh at 202-557-2817 or mwalsh@mba.org by August 30.
Sponsorship: Limited sponsorships available. Contact Jenny Masoud at 202-557-2879 or jmasoud@mba.org or Marina Walsh at 202-557-2817 or mwalsh@mba.org.
MBA M&A Workshop (Speaker Proposal Deadline: September 30)
Summary
MBA will hold its third annual M&A Workshop on February 23-24 in Dallas. This workshop has been expanded to a one and a half day workshop and will focus on today’s business and regulatory environment presenting both opportunities and challenges for mortgage company executives.
Companies may be focused on capturing more market share in your geographic footprint, branching out to other markets, or entering other product or business lines. These strategic goals require the consideration of raising capital, acquiring or merging with another company or growing organically. You may also be weighing other options that require realistically understanding your company’s value and considering bids and exit strategies.
The M&A Workshop brings together top advisors in the field as well as buyers, sellers, investors and other stakeholders. Join other senior executives to discuss and debate M&A-related issues and gain the critical insight you need to make informed strategic decisions.
Whether you are ready to move forward, or are simply exploring your options, this is an event you won’t want to miss.
Panel Topics Include:
–Q&A Panel with the Sellers: The Decision-making Process for Selling and Life After the Deal
–Q&A Panel with the Buyers: What are the Most Desired Seller Attributes?
–Inside the Transaction: Pricing the Deal and Structuring Options
–Due Diligence Process and Impact on Value
–Transition and Integration Operational, Financial, Legal and Regulatory Risks and Considerations
–Integrating Mortgage Operations following Bank M&A
–NEW in 2017! Mergers & Acquisitions for Technology Companies and Other Vendors
Speaker Opportunities: Contact Marina Walsh at 202-557-2817 or mwalsh@mba.org by September 30.
Sponsorship: Limited sponsorships available. Contact Jenny Masoud at 202-557-2879 or jmasoud@mba.org or Marina Walsh at 202-557-2817 or mwalsh@mba.org.
