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. 

Contact us for Sponsorship
MCT Exchange Party Photo Balloons

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.

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
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


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


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

Bronze Sponsors