MCT Virtual Exchange 2020

November 6th • 13th • 20th

MCT Exchange was traditionally held in sunny San Diego over two days, but with the world as it is, we are moving the conference to a virtual space for the safety of MCT as well as you. Don’t worry! This year’s MCT Virtual Exchange will still be insightful, educational, and fun. Please save the dates below for three power-packed days!

Reserve Your SpotLearn More

About MCT Exchange

Our annual MCT Exchange is in its 9th year! We hope to continue the tradition and strive to ensure that mortgage professionals are educated on the newest executions, technology, and trends. Our MCT Exchange client conference is the keystone of that effort. This year will be no different. We have split up MCT Exchange over 3 Fridays in November with power-packed material. 

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Why Attend?

A virtual setting means there is more flexibility for the same content you love.

fa-

New Technology Releases

Learn what’s new with MCTlive! and other MCT software.

fa-

Current Market Conditions

Discuss how 2020 changed the world.

fa-

Future Market Expectations

What to expect in 2021 & how to prepare.

et-

Industry Experts Discussions

Hear what experts have to say.

et-

No Travel Needed

Join us directly from your home.

material-

Networking and Cocktails

It wouldn’t be MCT Exchange without sharing a few drinks.

Register

We look forward to seeing you at MCT Exchange!

Agenda

*Note: All times are in Pacific Time

November 6, 2020
10:00 am –
11:00 am
Opening Remarks / New MCTlive! Functionality & Upcoming Releases

 

Presenter: TBA

11:00 am –
12:00 pm
Navigating the Post-Election Market in a Pandemic

 

Presenter: TBA

12:15 pm –
1:15 pm
Networking Roulette & Cocktails

 

November 13, 2020
10:00 am –
11:00 am
Keynote Session: What We Learned in 2020 & What to Expect in 2021

 

Keynote Speaker

11:00 am –
12:00 pm
MCT Client Panel: How I Survived 2020

 

Moderator: TBA
Panelist: TBA

12:15 pm –
1:15 pm
Networking Roulette & Cocktails

 

November 20, 2020
10:00 am –
11:00 am
The Future of Secondary Executions

 

Speaker: TBA

11:00 am –
12:00 pm
So, You Think You Can Retain MSR’s?

 

Presenter: TBA

12:15 pm –
1:15 pm
Networking Roulette & Cocktails

 

Meet Our Speakers

Click on the speaker’s name to read their bio.

Aaron Bunn, Head of Secondary & Capital Markets, Trinity Mortgage Oak

Aaron currently serves as the Head of Secondary and Capital Markets for Trinity Oaks Mortgage. He started in the financial industry in 2007 before making his switch to the mortgage industry in 2016 at Trinity Oaks Mortgage. Aaron has developed a strong and efficient hedging strategy to give Trinity Oaks Mortgage a competitive edge in the marketplace by utilizing technology, business partners and market knowledge he has gained throughout his years here. With over 14 years of experience in finance and mortgage, Aaron brings a diverse skillset and knowledge base to Trinity Oaks Mortgage.

Amy S. Creason, CMB Director, Secondary Execution Strategies, Freddie Mac

Amy S. Creason, CMB, has more than 20 years of experience in a variety of capital markets subjects including pricing, hedging, trading, contract finance, transaction management, and investor relations. Amy presently serves Freddie Mac as Director of Secondary Market Executions by leading a relationship management team focused on secondary marketing third-party providers, including product and pricing engines, loan origination systems, risk management systems, and whole loan trading platforms. Previously, Amy led the Capital Markets practice at Newbold Advisors, a nationwide management consulting and professional services company focused on the mortgage industry. Prior to joining Newbold, Amy held various capital markets risk management positions at SunTrust Mortgage and Fleet Mortgage.

Andrew Rhodes, Director of Trading, MCT

Mr. Rhodes began his career with MCT in 2005 as the company’s first dedicated loan sale specialist. He initially created investor specific models to accurately produce market based mandatory pricing for all pricing aspects in MCT including rate sheet generation, best executions, and fair market valuations.

Ben Itkin, Managing Director of Business Development, MCT

Mr. Itkin brings more than 17 years of mortgage and capital markets experience to MCT’s management team. He is highly regarded in the mortgage industry, holds deep knowledge in secondary marketing, loan pricing and pipeline hedging. He has been instrumental in expanding and working closely with MCT’s team of trading analysts to provide hands-on service to clients.

Bill Petersohn, Managing Director of Business Intelligence, MCT


Mr. Petersohn is a former director of GMAC Bank in the Bulk Acquisition Group where he was responsible for National Accounts and Bulk Sales and Operations. Mr. Petersohn has been directly responsible for developing and supporting several acquisition programs that include Assignments of Trade, Direct Trades, Bulk Purchases, Fannie Mae 3D.

Curtis Richins, President, MCT

Mr. Richins is a respected banking executive experienced in international finance, marketing, risk management, and business operations. He has worked extensively in Western and Eastern Europe in addition to his US-based mortgage banking experience. Mr. Richins is knowledgeable in all aspects of mortgage pipeline hedging and best-execution loan sales.

Chris Anderson, Chief Administrative Officer, MCT

Mr. Anderson joined MCT in 2012 as a Division Manager charged with organizing and building MCT’s newly formed Outsourced Lock Desk Division. In 2013, after successfully growing the Lock Desk Division and establishing it as the industry standard for outsourced lock desk services, he was promoted to the Executive Management Team as Senior Vice President. In late 2015, his increasing contributions to MCT were recognized when he was promoted to his current role as Chief Administrative Officer.

Dan Sugg,CMB, Chief Mortgage Lending Officer, Michigan First Credit Union

Dan Sugg has spent over 26 years in the mortgage industry, filling every role from loan officer to president and has led teams as large as 700. Dan started his career with GMAC Mortgage in 1997, and he has worked in both large banks and independent mortgage companies. Dan currently serves as Chief Mortgage Lending Officer for Michigan First Credit Union. In this role, Dan oversees sales, operations, secondary and servicing. Dan joined Michigan First Credit Union in late 2016 and has led the purchase and integration of Michigan First Mortgage (a CUSO) into Michigan First Mortgage, now a division of Michigan First Credit Union. Michigan First Credit union is celebrating its 95rd year in the industry, has approximately 165,000 member and has over 1.25 billion dollars in assets.

Greg Vacura, SVP, Correspondent Pricing, Wells Fargo Home Mortgage

Greg has oversight on all of the pricing functions related to Wells Fargo Funding. He manages all of the revenue analytics, hedge firm and product price engine vendor relationships, the best effort lock desk (Priceline), and the Mandatory Trade Desk including whole loan trades and bid tape process. Greg has been with Wells Fargo for 27+ years. In his free time, he enjoys traveling with his family and friends along with hunting and fishing.

Jon Grafflin, CMB, AMP - Correspondent Channel Executive, Essex Mortgage

Mr. Grafflin has been a Mortgage Banker for over 20 years. His experience spans across multiple disciplines in both Retail and Correspondent environments, including leading National sales organizations and running origination Channels on multiple occasions. He has earned both his Certified Mortgage Banker (CMB) and Accredited Mortgage Professional (AMP) designations from the Mortgage Bankers Association of America, and currently serves as a Director of the Texas Mortgage Bankers Association.

Keynote: Michael Fratantoni, MBA Chief Economist, MBA

Michael Fratantoni is MBA’s Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA’s industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP’s Industry Advisory Group and the membership committee of MERS.

Mike Quinn, Managing Director, Pricing, PennyMac

As Managing Director for Production Pricing, Michael Quinn is responsible for overseeing all activities related to mortgage pricing, margin management, and transaction management for each of the production channels of PennyMac. Cross Departmental responsibilities include PennyMac’s CRA distribution network and other whole loan activities.

Phil Rasori, Chief Operating Officer, MCT

Mr. Rasori is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT’s HALO Program today.

Phil Laren, Director of MSR Services, MCT

Mr. Laren has more than 30 years of experience in Capital Markets, predominantly in servicing. He is experienced in all aspects of servicing, modeling, pricing, trading, negotiating, hedging, risk analysis, accounting analysis and operations. He is also very experienced building teams and managing traders & analysts.

Robert R. Branthover, Managing Director, Huntington Securities, Inc.

Rob has formally worked for ED&F Man Capital Markets, MIAC Analytics, Lehman Brothers, Chase Home Finance, and JPMorgan Chase. At ED&F Man Capital Markets, Rob covered Mortgage Originators and at MIAC Rob was the Co-Headed up the Hedge Advisory business. At Lehman Brothers, Rob was a Fixed Income Salesman in the Bank Specialist Group and headed of the Community Banking Team. While at Chase, Rob was responsible for the Jumbo/Alt-A Fixed-rate Mortgage Pipeline. He was charged with pricing, hedging, selling, or securitizing this product segment into the secondary markets. Rob spent many years in the Interest Rate Risk Management at Chase, where he was directly involved with hedging the bank’s Assets and Liability’s mismatch as well as the Mortgage Servicing Rights (MSR) Portfolio.

Rob Chrisman, Owner, Chrisman LLC

Rob Chrisman began his career in mortgage banking – primarily capital markets – 33 years ago in 1985 with First California Mortgage. He is on the board of directors of Inheritance Funding Corporation, a financial services company which advances capital to heirs, of Doorway Home Loans, of AXIS Appraisal Management, and of the California MBA. He is also a member of the Secure Settlements Advisory Board, an associate of the STRATMOR Group, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.

Thank You to Our Sponsors!

Diamond Sponsors

Gold Sponsors

“Although we will miss seeing you in San Diego for MCT Exchange, we feel this is the best way to keep you safe in these unprecedented times while still sharing fellowship, networking, and knowledge.”

Ian Miller, Chief Marketing Officer, MCT

Missed Past MCT Exchange? View the recap!

Register for MCT Exchange 2020

Register for MCT Exchange