HELOCS and Second Liens

Organized by Information Management Network

Origination to regulation. Capital to consumers. Everything you need to know about the fast-growing world of HELOCs and second liens.

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Agenda

Agenda last updated

  1. – Exhibitor Set-up exhibit — JW Marriott Austin

    Dedicated time for exhibitors to set up their booths and displays before the conference.

  2. – Registration & breakfast registration — JW Marriott Austin

    Attendee check-in and continental breakfast.

  3. – Welcome & Opening Remarks general — JW Marriott Austin

    Kickoff and orientation for conference attendees.

  4. – The state of housing finance: Structural change, rate cycles, and the future of mortgage credit general — JW Marriott Austin

    Experts discuss trends shaping mortgage and home equity credit markets in a changing interest rate environment.

    Speakers: Kevin Doyle, Fabien Thierry, James Savoldelli, Keri Findley, Ryan Craft

  5. – Opening Keynote keynote — JW Marriott Austin

    Speakers: Sadi Khan

  6. – The future of automated HELOC underwriting: real-time credit, real-time decisions general — JW Marriott Austin

    Examines the shift to real-time, AI-driven underwriting in HELOCs and the balance between automation and human oversight.

    Speakers: Rich Kuegler, Adam Boyd, Jose Bethancourt, Paul Marchese, Tom Anderson

  7. – C-Suite Perspectives: Unlocking Growth, Profitability and Customer Value in HELOCs and Second Liens panel — JW Marriott Austin

    C-suite leaders discuss strategies for modernizing home equity lending for growth and competitive advantage.

    Speakers: Vineet Gupta, Chris Mayer, Will Pendleton, Allison Ashmore, Jackie Frommer

  8. – Networking break networking — JW Marriott Austin

    Refreshments and informal networking.

  9. – The new home equity superhighway: Express lanes transforming capital markets for originators and investors keynote — JW Marriott Austin

    Keynote on how workflow transformation and technology are redefining home equity originations and capital markets.

    Speakers: Michael Tannenbaum

  10. – Securitizing home equity: RMBS structures, investor demand, and market evolution panel — JW Marriott Austin

    Panel explores changing structures and evolving investor demand in home equity securitization.

    Speakers: Peter Silberstein, Angello Izere, Dan Hall, Ishan Prasad, Nathaniel Ben-David

  11. – The Other Half of the Pie: The Untapped Opportunity in Retirement Lending panel — JW Marriott Austin

    Finance of America presents a fireside chat on how lenders can serve retirement-age clients to expand growth.

    Speakers: Derrick B. Gruner, Jodi Bell

  12. – Networking luncheon meal — JW Marriott Austin

    Buffet lunch and networking for attendees.

  13. – Days to minutes – The new HELOC economics general — JW Marriott Austin

    Speakers: Sadi Khan, Will Pendleton, Kate Lynch, Phil Shoemaker, Rayan Rizvi

  14. – Investor roundtable: Why institutions are allocating to home equity credit panel — JW Marriott Austin

    Institutional investors discuss motivations and strategies for investing in home equity credit assets.

    Speakers: Rovshan Danilov, Andrew Vassallo, Burak Cetin, Owen Baggett, Tommy Wilson, Blake Eger

  15. – CEO’s in Conversation: Comparing HEI to HELOCS and second liens panel — JW Marriott Austin

    CEOs compare home equity investment (HEI) products to traditional HELOCs and second liens.

    Speakers: Jim Riccitelli, Ryan Craft

  16. – Unlocking today’s home equity market on bank balance sheets panel — JW Marriott Austin (Track A)

    Industry and depository leaders discuss regulatory change and digital strategies for increasing home equity lending.

    Speakers: Ralph Armenta, Chad Powers

  17. – Originators & investors: Deal flow exchange (closed-door roundtable) session — Track B

    Off-the-record roundtable for originators and institutional investors to align on deal flow, pricing, and structure across HELOC and second-lien products under Chatham House Rules.

    Speakers: Rovshan Danilov

  18. – Networking break networking — Networking
  19. – Closed-end seconds and HELOCs: Origination strategy in the new rate environment session — Track A

    Panel on how lenders should position HELOCs and closed-end seconds with shifting rates, borrower segmentation, origination strategy, digital workflows, and distribution channels.

    Speakers: Kenneth Flaherty, Brent Mora, Christopher Randall, Ross Cowan, TJ Harrington

  20. – Modernizing HELOC servicing: Driving utilization, engagement & growth across the product lifecycle session — Track B

    Discussion on creating seamless HELOC servicing experiences, boosting line utilization, integrating digital tools, and balancing innovation and compliance.

    Speakers: Adam Beedenbender, Allen Price, Ben Brunson, Liz Harrell, Farhan Mirza

  21. – Special-purpose lending: The expanding use cases for HELOC and second-lien credit session — Track A

    Panel on nontraditional HELOC/second-lien uses: investor financing, small business, piggybacks, and specialty niches, including risk and underwriting considerations.

    Speakers: Jodi Bell, Lilynda Stewart, Aaron Slan, Lee Miller

  22. – Cocktail reception reception
  23. – Day one concludes general
  24. – Registration & breakfast registration — Registration
  25. – Breakfast Briefing: Women in mortgage finance: Leadership roundtable & networking session networking — Roundtable

    Networking session for women in mortgage finance to discuss leadership, career growth, and industry evolution.

    Speakers: Allison Ashmore, Liz Harrell

  26. – Breakfast & Registration meal — JW Marriott Austin

    Breakfast served and registration check-in for conference attendees.

  27. – Breakfast Briefing: Women in mortgage finance: Leadership roundtable & networking session networking — JW Marriott Austin

    A discussion and networking opportunity focused on leadership for women in mortgage finance.

    Speakers: Allison Ashmore, Liz Harrell

  28. – The regulatory landscape for home equity lending: Policy, capital treatment, and consumer protection session — General Session

    Panel on regulations affecting HELOC and second-lien lending, capital treatment, underwriting, valuations, and consumer protection.

    Speakers: Mike Burns, William Purce

  29. – The regulatory landscape for home equity lending: Policy, capital treatment, and consumer protection general — JW Marriott Austin

    Examination of evolving regulatory policies, capital requirements, and consumer protection in home equity lending.

    Speakers: Mike Burns, William Purce

  30. – Fireside chat session — General Session

    Speakers: Jeff DerGurahian, Anthony Stratis

  31. – Fireside chat general — JW Marriott Austin

    Speakers: Jeff DerGurahian, Anthony Stratis

  32. – Fraud, compliance, and risk controls in HELOC and second lien lending session — General Session

    Discussion of fraud risks, compliance, risk controls, and technology solutions in home equity lending.

    Speakers: Derrick B. Gruner, Mike Burns, Gregg Gorse, Priyanshi Churiwala

  33. – Fraud, compliance, and risk controls in HELOC and second lien lending general — JW Marriott Austin

    Session on detecting and mitigating fraud, ensuring compliance, and implementing risk controls in HELOC and second lien products.

    Speakers: Derrick B. Gruner, Mike Burns, Gregg Gorse, Priyanshi Churiwala

  34. – Networking break networking
  35. – Exhibitor tear-down exhibit — Exhibitors

    Exhibitors can begin breaking down after the networking break.

  36. – Networking break networking — JW Marriott Austin

    Networking opportunity for conference attendees.

  37. – Exhibitor tear-down exhibit — JW Marriott Austin

    Exhibitors dismantle and remove displays.

  38. – Scaling production: Distribution channel strategy for HELOC and second-lien lending session — General Session

    Panel on most effective channels for scaling HELOC/second-lien lending, technology utilization, and maintaining compliance and credit quality.

    Speakers: Ross Cowan, David Schroeder, Alan Parr, Allyson Torsak

  39. – Scaling production: Distribution channel strategy for HELOC and second-lien lending general — JW Marriott Austin

    Discussion on effective strategies to scale production and optimize distribution channels for HELOC and second-lien lending.

    Speakers: Ross Cowan, David Schroeder, Alan Parr, Allyson Torsak

  40. – Expanding Access to Home Equity Credit: New Borrowers, Responsible Lending, and Market Growth general — JW Marriott Austin

    Discussion on expanding access in the home equity market, responsible lending, barriers, and growth strategies. Topics include underserved borrowers, innovations, and balancing growth with fair lending.

    Speakers: Michael Soliz, Michael Iannaccone, Robbie Snyderman, Tom Watters, Tom Boren

  41. – Conference concludes general — JW Marriott Austin

    Official closing of the conference.