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2019 Eastern Regional Meeting

May 20 @ 9:00 am - May 21 @ 12:00 pm

Welcome to the 2019 NRMLA Eastern Regional Meeting. This conference provides a valuable forum for reverse mortgage professionals and the Wall Street executives who work on the capital markets/investor side of the business to learn and network with each other.

Over 1.5 days, you’ll hear from senior officials at HUD and Ginnie Mae, as well as from top subject matter experts in sales, compliance and secondary markets.

Use this occasion to introduce yourself to these speakers. Ask them questions. And when you’re not listening to a presentation, talk to the people sitting near you. Network and make new friends. You’ll find that many of the people who attend NRMLA conferences have been in the reverse mortgage industry for many years and are often willing to share their knowledge and experiences. We hope you learn something new and forge some new, lasting relationships.


Download Presentations and Audio Recordings
NRMLA members can view the slide decks and listen to audio recordings by logging into NRMLAonline.org with your username and password and then clicking the Documents tab.


Registration Instructions

If you are not familiar with how to register for a NRMLA conference, please download the registration instructions.


Book your hotel room

NRMLA has reserved a block of rooms at the InterContinental New York Times Square at the special discounted rate of $310 per night. You can make reservations by contacting Sarah Aaronson at sarah@irmevents.com or (209) 573-0504. Rooms are available on a limited basis.

 

 

 

Exhibitor/Sponsor Brochure
Increase your company’s footprint in the reverse mortgage business by exhibiting or sponsoring at NRMLA’s Eastern Regional Meeting. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry.

Download the sponsor materials/exhibitor brochure.

NRMLA is inviting industry suppliers to participate in the Eastern Regional meetings through a tabletop exhibit, material sponsorship and/or conference book advertising. There is limited availability so act fast to secure your space.

 

 


Paying By Check

If you pay by check, you must submit payment before the current registration deadline passes.
For example, if you register at the Early Registration Rate and pay by check, payment must be received by April 16 or you will be charged the next highest registration rate (Regular).

Please mail your check to

NRMLA
Attn: Accounting
1400 16th St., NW
Suite 420
Washington, DC 20036


Cancellation Policy

All conference cancellation requests must be received by faxing to 202-265-4435 or emailing to Darryl Hicks at dhicks@dworbell.com. A $50 cancellation fee will be applied to all cancellation requests received no later than April 23, 2018. A $150 cancellation fee will be applied to all cancellation requests received from April 24, 2018 through April 30, 2018. No refunds will be issued for cancellation requests received on or after May 1, 2018.

Show Full Agenda

Monday, May 20

Time Description
8:00am

Registration Desk Open (Near Gotham Park Ballroom)

The registration desk will be open from 8:00 am to 5:00 pm.

8:00am

Continental Breakfast

Breakfast will be available from 8:00 am to 9:30 am

8:00am

Exhibit Hours

The exhibit area is located near the Gotham Park Ballroom.

8:00 am to 12:00 pm—OPEN
12:00 pm to 1:00 pm—CLOSED
1:00 pm to 5:00 pm—OPEN

9:00am

Who are the HECM Borrowers?

Dr. Edward Seiler, vice president of economic research at Dworbell, Inc., presents an economic update and discusses the factors that affect the demand for reverse mortgages. (Approved for 1 CRMP Credit)

 

9:45am

Break

10:00am

The “New” Reverse Mortgage/Equity Release Product Marketplace From the Legal Regulatory Compliance Perspective

The Reverse Mortgage/Equity Release Product Marketplace is experiencing both evolutionary and revolutionary change: New Products, New Originators, New Investors and New Owners (including Private Equity and Roll-Ups (Mergers and Acquisitions). NRMLA’s outside legal counsel will share their perspectives on a legal and regulatory compliance framework that can help companies plan and execute in this area. (Approved for 1 CRMP Credit)

Presenters:

  • Jim Brodsky, Weiner Brodsky Kider PC, Washington, DC
  • Jim Milano, Weiner Brodsky Kider PC, Washington, DC

 

10:45am

Break

11:00am

Proprietary Product Innovations and Opportunities

Industry executives discuss the continued growth of the proprietary reverse mortgage market; recent product changes; and how these products can best serve your clients.

Moderator: Mike McCully, New View Advisors, Naples, FL
Presenters:

  • Mark O’Neil, Reverse Mortgage Funding, Boston, MA
  • Jonathan Scarpati, Finance of America Reverse, Tulsa, OK
  • Peter Sciandra, LongBridge Financial, Mahwah, NJ
12:00pm

Networking Lunch (Gotham Park Ballroom)

1:00pm

Proprietary Reverse Mortgage Securitization Trends

Wall Street executives discuss proprietary reverse mortgage securitization issues and trends.

Moderator: Mike McCully, New View Advisors, Naples, FL
Presenters:

  • Timothy J. Geraghty, Waterfall Asset Management, New York
  • Michael Kelly, Performance Trust Capital Partners, Greenwich, CT
  • Phil Theodoropoulos, Nomura Securities International, Inc., New York
1:45pm

Break

2:00pm

Keynote Speaker: The Honorable Brian Montgomery, Acting Deputy HUD Secretary, Federal Housing Administration Commissioner

Brian D. Montgomery serves as the Acting Deputy Secretary for the U.S. Department of Housing and Urban Development. In this role, he manages the day-to-day operations of the agency and advises and assists the Secretary in leading the Department’s nearly 8,000 employees. Mr. Montgomery also serves as the Assistant Secretary for Housing – Federal Housing Commissioner for HUD. Nominated by President Trump in September 2017, his confirmation marks the first time an individual has served as head of the Federal Housing Administration (FHA) twice, and under three different Administrations. With over 30 years of experience in both the public and private sector, including his first term as Commissioner from 2005 to 2009, Mr. Montgomery brings to HUD a deep knowledge of housing issues and vast experience spearheading large-scale policy initiatives. He is known for his work in reforming the Real Estate Settlement Procedures Act, developing solutions to assist struggling homeowners during the financial crisis, and his leadership of FHA modernization efforts that led to legislation in 2008.

2:30pm

Break

2:45pm

HECM Mortgage-Backed Securities and Secondary Market Trends

Investors that purchase HECM Mortgage-Backed Securities provide vital liquidity that sustains the reverse mortgage marketplace and enables companies to keep making loans. Subject matter experts from the secondary market side of the business will share insights on issues and trends. (Approved for 1 CRMP Credit)

Moderator: Joe Kelly, New View Advisors, New York, NY
Presenters:

  • John Kozak, Ginnie Mae, Washington, DC
  • Vanessa Warren, Brean Capital, New York, NY
  • Michelle Williamson, Nomura Securities, New York, NY

 

4:00pm

Michael Drayne, Senior Vice President, Office of the Ginnie Mae President

Michael Drayne is currently responsible for overseeing strategic planning, policy and communications at Ginnie Mae. After joining Ginnie Mae in 2011, he spent six years as the head of the Office of Issuer & Portfolio Management, where he was responsible for the management of Ginnie Mae’s relationships with the mortgage lenders and servicers who issue securities under Ginnie Mae’s mortgage-backed securities program.

5:00pm

Networking Reception

Tuesday, May 21

Time Description
8:00am

Registration Desk Open (Near Gotham Park Ballroom)

The registration desk will be open from 8:00 am to 12:00 pm.

8:00am

Exhibit Hours

8:00 am to 10:15 am—OPEN

8:00am

Continental Breakfast

Breakfast will be available from 8:00 am to 9:30 am

9:00am

Become the Winning Choice, How to Captivate, Cultivate & Convert

Marketing expert Steve Sless, the new reverse mortgage division manager at Primary Residential Funding, Inc. discusses new technologies that can help you capture consumer leads and stay in front of prospective clients.

9:45am

Break

10:00am

Sales in Today's World: A Roundtable Discussion

Highly experienced loan originators share their goals for 2019 and how they are achieving success in today’s marketplace.

Moderator: Elly Johnson, Reverse Pro, Hiram, GA
Presenters:

  • Chris Downey, Harbor Mortgage Solutions, Braintree, MA
  • John Luddy, Norcom Mortgage, Avon, CT
  • Ellen Skaggs, CRMP, New American Funding, Tustin, CA
  • Patricia Whitlock, CRMP, Quontic Bank, Brookhaven, NY
11:00am

If You’re Talking Too Much, You’re Losing

Your ability to effectively communicate with a prospective reverse mortgage client can make or break a deal. That’s why Craig Barnes, lead trainer at Reverse Mortgage Funding LLC, has created a new course that shares best practices that will help you convert more leads to closed loans. (Approved for 1 CRMP Credit)

 

12:00pm

Conference Concludes

Last modified:

Eastern Regional Meeting Registration Rates

Your registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit area
  • Access to the opening reception
  • All food and beverage activities
Cutoff Date NRMLA Member Non-Member
Early Registration
April 12, 2019
$555.00 $700.00
Regular Rate
May 19, 2019
$655.00 $800.00
Onsite Registration
May 21, 2019
$755.00 $900.00

Reverse Mortgage Sales Intensive

The Reverse Mortgage Sales Intensive will take place on Tuesday, May 21, from 9:00 am to 12:00 pm.

Highlights:

  • Marketing expert Steve Sless, reverse mortgage division manager at Primary Residential Funding, Inc., will discuss new technologies that can help you capture consumer leads and stay in front of prospective clients in his session Become the Winning Choice, How to Captivate, Cultivate & Convert;
  • Sales in Today’s World: A Roundtable Discussion features loan originators Chris Downey, of Harbor Mortgage Solutions, Braintree, MA; John Luddy, of Norcom Mortgage, Avon, CT; Ellen Skaggs, CRMP, of New American Funding, Tustin, CA; and Patricia Whitlock, CRMP, of Quontic Bank, Brookhaven, NY, as they share ideas for achieving success; and
  • Craig Barnes, CRMP, lead trainer at Reverse Mortgage Funding LLC, will offer insights on effective communication with prospective borrowers and best practices to help you convert more leads to closed loans in his course, If You’re Talking Too Much, You’re Losing.
Cutoff Date NRMLA Member Non-Member
Regular Rate
May 21, 2019
$100.00 $125.00

Diamond Sponsor

Bronze Sponsors

Media Partners

Details

Start:
May 20 @ 9:00 am
End:
May 21 @ 12:00 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