NRMLA’s Virtual Policy Conference

Mark O’Neil, National Leader of Wholesale and Correspondent Sales at Reverse Mortgage Funding LLC, welcomes his special guest Tim Isgro, Chief Investment Officer at Reverse Mortgage Investment Trust Inc. for a Q&A-style discussion on the impact of current investor market trends on today’s reverse mortgage industry.

Sponsored by

Introductions by Megan Awalt, Vice President, Allegiant Reverse Services, Roseville, CA

Presenters:

• Jim Cory, CRMP, Open Mortgage, San Diego, CA
• Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Holliston, MA
• Steve Irwin, President, President, National Reverse Mortgage Lenders Association, Washington, DC
• Leslie Flynne, SVP, Loan Servicing, Reverse Mortgage Solutions, Houston, TX
• Michael Kent, President, Liberty Reverse Mortgage, Rancho Cordova, CA
• Chris Mayer, PhD, CEO, Longbridge Financial, Mahwah, NJ
• Mike McCully, Partner, New View Advisors, Naples, FL
• Scott Norman, Vice President of Field Retail & Government Relations at Finance of America Reverse LLC, Austin, TX
• Robert Sivori, Chairman of the Board, Celink, Lansing, MI
• Jules Vogel, Chief Legal Officer, American Advisors Group, Orange, CA

Provided by

Introductions by NRMLA CEO Peter Bell

Principal Deputy Assistant Secretary Lopa Kolluri serves as the senior housing official within the Federal Housing Administration.

She will provide HECM program updates and discuss other policy priorities.

PDAS Kolluri has more than 25 years of experience in affordable housing, community and economic development. She has served in executive-level positions in the public and private sector, both as a practitioner and policymaker at national, state and local levels.

Before joining HUD in February 2021, PDAS Kolluri had spent the previous four years serving as chief development and operating officer at the Philadelphia Housing Authority.

Introductions by Angel Booth, Senior Sales Executive, Premier Reverse Closings

Presenters:

• David Horne, David L. Horne, LLC, Washington, DC
• Melody Fennel, Fennel Consulting, Washington, DC
• Scott Olson, Olson Advocacy, Arlington, VA

Provided by

Guest speaker: Doug Disrud, Subcommittee Clerk and Staff Director, Transportation, Housing and Urban Development, and Related Agencies Appropriations Subcommittee, U.S. House of Representatives, Washington, DC

Guest speaker: Megan Cheney, Professional Staff Member, Senate Committee on Banking, Housing and Urban Affairs

Interviewer: Chris Mayer, PhD, CEO Longbridge Financial, Mahwah, NJ

Guest speaker: Jim Parrott, Nonresident Fellow at the Urban Institute, Washington, DC, and Owner of Parrott Ryan Advisors, Chapel Hill, NC

Introductions by Mike McCully, Partner, New View Advisors, Naples, FL

• John Getchis, SVP, Capital Markets, Ginnie Mae, Washington, DC
• Richard Perrelli, Product Manager, Multiclass Securities Program, Ginnie Mae, Washington, DC

Interviewer: Michael Kent, President, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA

Guests:

• Peter Bell, CEO, National Reverse Mortgage Lenders Association, Washington, DC
• James Mahoney, Past Chairman, NRMLA Board of Directors, San Clemente, CA

Sponsored by

Guest speakers:

• Cora Hume, attorney, Office of Older Americans, Consumer Financial Protection Bureau, Washington, DC
• Deborah Royster, Assistant Director, Office for Older Americans, Consumer Financial Protection Bureau, Washington, DC

Host: Elly Johnson, President, All Reverse Pro, Hiram, GA

Guest speaker: Chuck Cross, Senior Vice President of Nonbank Supervision & Enforcement, Conference of State Bank Supervisors, Washington, DC

Guest speaker: David Berenbaum, Deputy Assistant Secretary, Office of Housing Counseling, U.S. Department of Housing and Urban Development, Washington, DC

Host: Melinda Hipp, Mutual of Omaha Mortgage, San Antonio, TX

Presenters:

• Scott Norman, Vice President of Field Retail & Government Relations at Finance of America Reverse LLC, Austin, TX
• Jim Milano, Weiner Brodsky Kider PC, Washington, DC
• Soroush Shahin, Weiner Brodsky Kider PC, Washington, DC