MCT Exchange
MCT Exchange is a client only conference and is held in sunny San Diego over two days at the Hard Rock Hotel. We look forward to seeing you at the event in the future to learn mortgage content that is insightful, educational, and fun.
About MCT Exchange
The 2022 Exchange marked our 20th anniversary as a firm and also a return to in-person connection since the start of the pandemic. We thoroughly enjoyed celebrating with valued clients and partners, not to mention benefitted from the countless training sessions and side conversations during the event. We hope to top the level of engagement and excitement in 2023! MCT Exchange is our hallmark gathering for deep learning and personal development. We look forward to discussing industry trends and impacts, as well as sharing our latest innovations in technology and client experience.
View Previous MCT Exchange Recaps!
Why Attend?
A virtual setting means there is more flexibility for the same content you love.
New Technology Releases
Learn what’s new with MCTlive! and other MCT software.
Current Market Conditions
See what is going on now and how you can adjust to prevent loss.
Future Market Expectations
What to expect in 2023 & how to prepare.
Industry Experts Discussions
Hear what experts have to say.
Amazing Views
Join us in sunny San Diego and enjoy the view.
Networking and Cocktails
It wouldn’t be MCT Exchange without sharing a few drinks.
March 2023 Agenda
*Note: All times are in Pacific Time
March 23, 2023
7:00 am –
9:00 am
Registration/Breakfast
8:00 am –
8:30 am
Spring Forward into MCT Exchange
Sponsored by: PHH
8:30 am –
9:30 am
Taking on Current Market Challenges
Sponsored by: PennyMac
9:30 am –
10:30 am
Changing Landscapes in the MSR Market: Refining Your Strategy
Sponsored by: Village Capital & Investment
10:45 am –
11:45 am
Farewell Fargo: The Changing Landscape of Mortgage Asset Investors
Sponsored by: LenderPrice
12:00 pm –
1:00 pm
Lunch
Sponsored by: Planet Home Lending
1:00 pm –
2:00 pm
Breakout Sessions 1
- BAMCO: Test & Expand Co-Issue Executions // Sponsored by: Multi-Bank Securities
- Agency Q&A // Sponsored by: Flagstar
- Seeking Best Execution at Every Opportunity // Sponsored by: LenderLogix
2:15 pm –
3:15 pm
Breakout Sessions 2
- Take the Next Step on Ginnie Mae Pooling & Retention // Sponsored by: Texas Capital Securities
- How to Efficiently Scale Your Whole Loan Acquisition Channel // Sponsored by: NexBank
- Latest MCTlive! Enhancements // Sponsored by: NewRez
3:30 pm –
4:30 pm
Breakout Sessions 3
- Developing a More Strategic Approach to MSR Pricing // Sponsored by: Mortech, a Zillow Group
- Exploring Mortgage Technology: Why Spend Money on Tech Now? // Sponsored by: Path Software
- Measuring Profitability & Managing Leakage with MCT Reports // Sponsored by: Speigel
5:00 pm –
6:00 pm
Cocktail Reception
Sponsored by: AmeriHome and Western Alliance Bank
6:00 pm –
9:30 pm
Dinner and Entertainment
Sponsored by: AmeriHome and Western Alliance Bank
March 24, 2023
8:30 am –
10:30 am
Breakfast & Bloody Mary Bar
Bloody Mary Bar
Sponsored by: NationalMI
10:00 am –
11:00 am
Keynote: Paving the Way for a New Market
Sponsored by: Marex
11:00 am –
12:00 pm
Our Vision for the Future of the Secondary Market
Sponsored by: Wintrust Mortgage
12:00 pm –
1:00 pm
Lunch
Sponsored by: Huntington Securities
1:00 pm –
3:00 pm
Client Exclusive Peer Group Roundtable
Roundtable Toast
Sponsored by: BMO Capital Markets
5:00 pm –
6:00 pm
Cocktail Reception
Sponsored by: JVB Financial
6:00 pm –
9:30 pm
Dinner and Entertainment
Sponsored by: JVB Financial
March 25, 2023
6:00 am –
1:30 pm
Golfing @ Maderas Golf Club
Sponsored by: LoanCare
8:00 am –
2:00 pm
Sailing with Next Level Sailing
Sponsored by: Lakeview Loans
9:00 am –
12:00 pm
Poolside Brunch @ Hard Rock Hotel
Sponsored by: South Street Securities
Meet Our Speakers
| Abawi, Tawab | Director of Trading & Institutional Sales | MCT |
| Anderson, Chris | Chief Administrative Officer | MCT |
| Arshakian, Natalie | Senior Director, Head of Lock Desk | MCT |
| Burruss, David | MSR Sales Director | MCT |
| Colwell, Dave | EVP, Business Development | LenderPrice |
| Cordes, Gracie | MSR Analyst | MCT |
| Dietch, Jim | President | Tera Verde |
| Duncan, Doug | Chief Economist – SVP | Fannie Mae |
| Eckhardt, Travis | Senior Sales Representative | Mortech, a Zillow Group Business |
| Gilbert, David | COO | Chicago Financial Services, Inc. |
| Goldstone, Larry | President | BSI Financial Services |
| Grant, Justin | Senior Director, Head of Investor Services | MCT |
| Grieci, Giuseppe | Director, Single-Family Client Engagement | Freddie Mac |
| Hellman, Sarah | Senior Trading Team Manager | MCT |
| Hodge, Jon | SVP, National Sales Manager | Nexbank |
| Itkin, Ben | Managing Director, Head of Sales | MCT |
| Kennelly, Jennifer | Senior Director of Investor Services | MCT |
| King, Chris | SVP Business Development | Mr. Cooper |
| Klegin, Barb | SVP Secondary Marketing | William Raveis Mortgage, LLC. |
| Kloor, Maureen | AVP, Capital Markets Assistant Manager | NOLA Lending Group |
| Knudson, Brandon | VP of National Correspondent Sales | Village Capital |
| Kukafka, Phil | Chief Capital Markets Officer | Towne Mortgage Company |
| Levy, Jerry | Managing Director, Head of MBS Sales & Trading | Texas Capital Securities |
| Martinez, Natalie | Manager, MSR Services & Client Success | MCT |
| McCarthy, Kristen | Sr. Client Engagement Manager | MCT |
| O’Brien, Patrick | President & CEO | LenderLogix |
| Pabarcus, Nick | EVP, Strategic Initiatives | Loan Depot |
| Rafat, Azad | Senior Director of MSR Services | MCT |
| Rasori, Phil | COO | MCT |
| Rhodes, Andrew | Senior Director, Head of Trading | MCT |
| Richins, Curtis | President | MCT |
| Shirreffs, Bill | Senior Director, Head of MSR Services & Sales Operations | MCT |
| Simon, Peter | Founder/CEO | Dominium Advisors |
| Toner, Mike | Capital Markets – Account Executive | Fannie Mae |
| Yarbrough, Paul | Senior Director, Head of Client Success Group | MCT |
Thank You to Our Sponsors!
Diamond Sponsors
Gold Sponsors
Silver Sponsors
