Loading Events

« All Events

  • This event has passed.

2016 Eastern Regional Meeting

04/04/2016 @ 9:30 am - 04/05/2016 @ 4:30 pm

1-16 Eastern Reg MailChimp 600x194

National Reverse Mortgage Lenders Association
Presents the
2016 Eastern Regional Meeting and Finance & Investment Forum


No matter what part of the reverse mortgage business you’re in, you won’t want to miss out on the informative sessions and dynamic speakers at the 2016 Eastern Regional Meeting and Finance & Investment Forum.

Eastern Regional Meeting Speaker Highlights:

  • Caregiving is an urgent topic for policymakers, elder advocates, and families struggling to meet the needs of their loved ones. Bob Blancato, newly elected chairman of the American Society on Aging, and long-term care specialist Barbara Franklin, will discuss different funding options available to older Americans with in-home care needs.
  • Leading retirement planning expert Jamie Hopkins shares insights into the language of the financial planning community and tips for engaging planners
  • Wade Pfau, PhD, CFA, retirement researcher and professor of retirement income at The American College of Financial Services shares insights from his research and simulations that show how reverse mortgages fit into, and enhance, long-term financial planning.
  • NRMLA is brings together senior wholesale account executives from AAG, Reverse Mortgage Funding LLC and Liberty Home Equity Solutions with NRMLA’s outside legal counsel to help business owners and originators identify and mitigate compliance risk. 
  • HUD’s top Senior Policy Advisor for the HECM program, FHA’s architect of Financial Assessment, and HUD’s Office of Housing Counseling discuss trends and priorities for 2016.

Finance & Investment Forum topic Highlights:

  • Ginnie Mae’s HMBS program provides the needed liquidity for the HECM industry to exist. One of Ginnie Mae’s most senior officialsMichael Drayne, Senior Vice President, in the Office of Issuer and Portfolio Management, will discuss the market trends and his priorities in 2016.
  • John Kozak, Ginnie Mae Account Executive, will discuss HMBS performance statistics
  • Nationstar recently participated in an innovative secondary market transaction involving Barclays and Moody’s that representatives from all three companies will discuss with capital markets veteran Michael McCully of New View Advisors.

How do I register? Frequently Asked Questions
To register, you must login to NRMLAonline.org with your username and password. Once you are logged in, return to this page and you will see the orange registration link. If you have other registration questions, please review our Frequently Asked Questions.

Book Your Hotel Room
The room block is filled. Please contact Sarah Aaronson, at sarahaaronson@comcast.net, to get on the waiting list.

What are the registration fees?
We offer three registration options: 1) Eastern Regional Meeting Only; 2) Finance & Investment Forum Only; and 3) Eastern Regional Meeting + Finance & Investment Forum.

When does the conference begin and end, so I can start planning my travel?
Please click the Agenda tab at the top of this page to view a preliminary agenda.

Registration Policies (i.e., cancelling, paying by check)

Sponsorship Opportunities
The most effective way to promote your services is by sponsoring our meetings.

Show Full Agenda

Monday, April 4

Time Description
8:30am

Registration Desk Open

8:30am

Light Breakfast Fare

8:30am

Exhibit Hall Hours

8:30 am to 12:00 pm—OPEN

12:00 pm to 1:15 pm—CLOSED

1:15 pm to 6:00 pm—OPEN

9:30am

Helping Families Fund Caregiving

Three-quarters of Americans need in-home care at some point in their lives, making it one of the biggest expenses in retirement. Consumers often have trouble differentiating between healthcare and homecare and are not sure what is covered by insurance and what they are responsible for. We will discuss different caregiving options available to older Americans to help them remain active and independent.

Moderator: Marty Bell, Senior Vice President, National Reverse Mortgage Lenders Association, and Executive Director, National Aging in Place Council, Washington, DC

Panelists:

  • Robert Blancato, Matz, Blancato & Associates, Washington, DC
  • Barbara Franklin, Franklin & Associates, Charleston, SC
10:30am

Break

10:45am

Forging Relationships with Financial Planners

Leading retirement planning expert Jamie Hopkins, Esq., JD, CLU®, RICP®, and author of the recent Forbes article, “Reverse Mortgages Can Be a Retiree’s Saving Grace,” will share insights into the language of the financial planning community and give you the tools you need to approach financial planners about the important role reverse mortgages can play in retirement planning strategies.

12:00pm

Lunch on your own

1:30pm

Compliance Management for Brokers and Correspondents (Approved for 1 CRMP Credit)

For the first time, NRMLA is bringing together senior account executives with NRMLA’s outside legal counsel to help business owners and originators identify and mitigate compliance risk.

Moderator: Jim Brodsky, Weiner Brodsky Kider, PC, Washington, DC

Panelists:

  • Jim Milano, Weiner Brodsky Kider, PC, Washington, DC
  • Fraser Todd, AAG, Orange, CA
  • Mark O’Neil, Reverse Mortgage Funding LLC, Harvard, MA
  • Bob Marseilles, Liberty Home Equity Solutions, Irvine, CA
2:30pm

HECM Math (Approved for 1 CRMP Credit)

In today’s high-tech world, loan origination software computes all of the important numbers that your clients need to decide whether a reverse mortgage is the right option for them. However, reverse mortgage professionals should understand how these numbers are calculated. Craig Barnes, CRMP, of Reverse Mortgage Funding LLC, will present this refresher course.

3:30pm

Break

3:45pm

Servicing Update: Tax and Insurance Defaults and Non-Borrowing Spouse Regulatory Changes (Approved for 1 CRMP Credit)

FHA published new regulations that impact T&I default and non-borrowing spouses. Our panel of servicing experts will explain what they mean, so you can prepare your clients and their families

Panelists:

  • Ryan LaRose, Celink, Lansing, MI
  • Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC
  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX

 

5:00pm

Networking reception

Tuesday, April 5

Time Description
7:30am

Registration Desk Hours

7:30am

Continental Breakfast

7:30am

Exhibit Hall Hours

7:30 am to 11:30 am—OPEN

11:30 am – 1:30 pm – CLOSED

1:30pm – 3:00pm – OPEN

8:30am

NRMLA Business Meeting

What does NRMLA do on your behalf? The current co-chairs and NRMLA’s executive management will highlight some of last year’s achievements and what we have in store for 2016.

Panelists:

  • Joe DeMarkey, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Reza Jahangiri, American Advisors Group, Orange, CA
  • Peter Bell, NRMLA, Washington, DC
  • Steve Irwin, NRMLA, Washington, DC
  • Marty Bell, NRMLA, Washington, DC
  • Jenny Werwa, NRMLA, Washington, DC
9:00am

HECM Update from Key HUD Staff (Approved for 1 CRMP Credit)

FHA’s key HECM personnel will summarize important program changes made in 2015, provide program performance statistics, and discuss future priorities.

Panelists:

  • Karin Hill, Senior Policy Advisor, Office of Single Family Housing, U.S. Department of Housing and Urban Development
  • Erica Jessup, HECM Program Specialist, U.S. Department of Housing and Urban Development, Washington, D.C.;
  • John Olmsted, Office of Housing Counseling, U.S. Department of Housing and Urban Development, Burlington, VT
  • Phillip Caulfield, Policy Analyst, U.S. Department of Housing and Urban Development, Washington, DC
  • Patrick Porter, Director, Insurance Operations Division, Financial Operations Center, U.S. Department of Housing and Urban Development, Albany, NY
  • Kasey Watson,  National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK
10:15am

Break

10:30am

How Reverse Mortgages Fit Into Americans' Retirement Plans

Wade Pfau, PhD, CFA, retirement researcher, blogger, and professor of retirement income at The American College of Financial Services shares insights from his research and simulations that show how reverse mortgages fit into, and enhance, long-term financial planning.

Introduced by George Lopez, James B. Nutter & Company, Kansas City, MO.

11:30am

Eastern Regional Meeting Concludes

12:30pm

Finance and Investment Forum Begins

12:30pm

Lunch and Keynote Speaker

Special Guest: Michael Drayne, Senior Vice President, Office of Issuer and Portfolio Management, Ginnie Mae, Washington, DC

Introduced by Jim Brodsky, Wiener Brodsky Kider, PC, Washington, DC

1:30pm

HECM Program Performance Statistics

Presented by John Kozak, HMBS Account Executive, Ginnie Mae, Washington, DC

2:00pm

Break

2:15pm

HMBS Issuers Roundtable

Moderator: Chris Mayer, PhD, Longbridge Financial, Mahwah, NJ

Panelists:

  • Reza Jahangiri, AAG, Orange, CA
  • Michael Kent, Liberty Home Equity Solutions, Rancho Cordova, CA
  • Tim Isgro, Reverse Mortgage Funding LLC, Bloomfield, NJ
3:00pm

What the Secondary Market Is Seeing: Insights from Issuers and Broker-Dealers

Moderator: Michael Hild, Live Well Financial, Richmond, VA

Panelists:

  • Darren Stumberger, Live Well Financial, New York
  • Chris Verrillo, Bank of America Merrill Lynch, New York
  • Bryan Faron, Brean Capital, New York
  • Michelle Williamson, Nomura Securities, New York
4:00pm

Innovative Secondary Market Transactions

Moderator: Michael McCully, New View Advisors, New York, NY

Panelists:

  • David Hickey, Nationstar, Lewisville, TX
  • Anthony Beshara, Barclay’s, New York
  • Matt Schurin, Moody’s, New York
4:30pm

Finance & Investment Forum Concludes

Last modified:

Eastern Regional Meeting Only

This option gives you access to all conference sessions on Monday, April 4, through noon on Tuesday, April 5. You will also have access to the exhibit hall and cocktail reception.

Cutoff Date NRMLA Member Non-Member
Early Registration
February 26, 2016
$495.00 $595.00
Regular Rate
April 3, 2016
$595.00 $695.00
Onsite Registration
April 5, 2016
$695.00 $795.00

Finance and Investment Forum Only

This option gives you access only to the Finance and Investment Forum and a ticketed lunch on Tuesday, April 5, from 9 am to 4:30 pm.

 

Cutoff Date NRMLA Member Non-Member
Early Registration
February 26, 2016
$350.00 $450.00
Regular Rate
April 3, 2016
$450.00 $550.00
Onsite Registration
April 5, 2016
$550.00 $650.00

Eastern Regional Meeting AND Finance & Investment Forum

Attend both events under this option.

Cutoff Date NRMLA Member Non-Member
Early Registration
February 26, 2016
$645.00 $745.00
Regular Rate
April 3, 2016
$745.00 $845.00
Onsite Registration
April 5, 2016
$845.00 $945.00

Diamond Sponsor

Silver Sponsor

Bronze Sponsor

Details

Start:
04/04/2016 @ 9:30 am
End:
04/05/2016 @ 4:30 pm

Venue

Intercontinental New York Times Square
300 West 44th St
New York City, NY 10036 United States
+ Google Map
Phone:
1-877-331-5888