01
Gain
Market Intelligence
Understand the economic trends, market shifts, and execution strategies shaping tomorrow's mortgage landscape.
Why Industry Leaders Attend
Join mortgage capital markets leaders for a day of strategic discussion, market intelligence, product innovation, and peer exchange designed to help organizations navigate uncertainty and uncover opportunity.
Gain
02
Influence
Product Direction
Get firsthand access to Optimal Blue leaders, product experts, and innovation roadmaps.
03
Connect
With Industry Peers
Engage in meaningful conversations with professionals facing the same challenges and opportunities.
What We'll Explore
Economic Outlook
MSR Market Trends
Hedging Strategy
CompassEdge
Agency Direct
AI & Automation
Non-QM Markets
Execution Optimization
Inside the Forum
Explore a curated day of market intelligence, product innovation, strategic discussion, and executive networking.
Morning Sessions
7:30 AM
Breakfast & Networking
7:30 AM
Breakfast & Networking
All Attendees
Start the day connecting with industry peers before the Forum begins.
8:30 AM
Welcome & Setting the Stage
8:30 AM
Welcome & Setting the Stage
Speaker TBD
Opening remarks and key themes that will guide the day.
8:45 AM
Hedging & Trading Roadmap
8:45 AM
Hedging & Trading Roadmap: What's Here, What's Next
Speaker TBD
Explore product enhancements, strategic priorities and future roadmap initiatives.
9:30 AM
MSR Market Insights
9:30 AM
MSR Market Insights
Speaker TBD
MSR Market Insights Description
10:00 AM
CompassEdge in Action
10:00 AM
CompassEdge in Action: Reporting, AI, Expertise & Execution
Speaker TBD
Explore how reporting capabilities, AI enhancements, market expertise and execution tools work together to support capital markets performance.
10:45 AM
PPE-Hedge Optimization
10:45 AM
Driving Performance with PPE-Hedge Optimization
Speaker TBD
Learn how optimization strategies can improve execution, strengthen workflows and support better performance outcomes.
11:30 AM
The Architecture of Hedging
11:30 AM
The Architecture of Hedging: Models, Theory & Market Application
Speaker TBD
Examine the principles, models and practical applications that drive modern hedging strategies.
Afternoon Sessions
12:15 PM
Economic Outlook
12:15 PM
Economic Outlook: Forces Driving the Mortgage Market
Speaker TBD
Gain perspective on the economic and market forces expected to influence mortgage lending and capital markets activity.
1:00 PM
Expanding the Toolkit
1:00 PM
Expanding the Toolkit: Non-QM Pricing, Hedging & Non-TBA Execution
Speaker TBD
Discover emerging approaches to pricing, hedging and execution that support broader secondary marketing strategies.
1:45 PM
Dealer Desk
1:45 PM
Dealer Desk: Real-Time MBS Insights & GNMA Pooling Strategy
Speaker TBD
Explore current MBS trends and pooling strategies through real-time market analysis and discussion.
1:45 PM
Agency Direct
1:45 PM
Agency Direct: The Next Generation of Bank & Credit Union Execution
Speaker TBD
Learn how Agency Direct is helping organizations streamline agency execution strategies.
2:30 PM
Bringing It All Together
2:30 PM
A Day in the Life of CompassEdge Users and Stakeholders
Speaker TBD
See how various stakeholders leverage CompassEdge throughout the day to support decision-making and execution.
2:45 PM
Peer Roundtables
2:45 PM
Peer Roundtables: Challenges, Ideas & Best Practices
Facilitated Discussion
Engage directly with peers to discuss challenges, opportunities and best practices across the industry.
3:45 PM
Key Takeaways & Themes
3:45 PM
Group Reconvene: Key Takeaways & Themes
Forum Discussion
Review the most important themes and insights emerging from the roundtable discussions.
4:00 PM
Closing Session
4:00 PM
Closing Session: Key Insights and Next Steps
Speaker TBD
Wrap up the Forum with final insights, action items, and a look ahead at what comes next.
Featured Speakers
Learn from industry leaders, market experts, and executive voices shaping the future of mortgage capital markets.
Kelton Carter
Vice President – Trading
Phoenix Analytics Services, Inc.
Grant Duff-Cole
Mortgage Origination Sales
Wells Fargo
Doug Luchner
CFO, Head Trader
Seneca Mortgage Servicing
Gary Malis
Chief Strategy and Capital Markets Officer
PRMG
Brian Stewart
Managing Director
SitusAMC Holdings Corporation
Optimal Blue Speakers
Hear from the leaders, strategists, and product experts helping shape the future of mortgage capital markets technology.
James Annibella
Director – H&T Desk Operations
Maxine Bartholomew
Implementation Specialist II
Tom Bochenko
Director - H&T Desk Operations
Jeff Casella
Director - H&T Desk Operations
Cameron Edsall
Hedge Account Manager
Jim Glennon
SVP, Hedging & Trading Operations
Toby Huskinson
Sr. Director, Financial Engineering
Brian Love
Manager, Desk Analytics, Product & Solutions
Fuad Nasir
VP, Product Management H&T
Steve Norak
Sr. Product Manager
Hayden Rose
Product Manager
Patrick Schubert
Director, Product Management H&T
Morgan Vaillancourt
Hedge Analyst II
Vimi Vasudeva
Director – H&T Desk Operations
Tom Wallace
Senior Manager – H&T Desk Operations
Kara Walters
Hedge Account Manager Lead
See the Forum in Action.
Who Should Attend
Secondary Marketing
Leaders
Leaders
MSR
Professionals
Professionals
Hedging & Trading
Teams
Teams
Mortgage Banking
Executives
Executives
Be part of the capital markets conversation.
Join mortgage leaders in Nashville for a focused day of market insight, product strategy, and peer discussion.
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Your Nashville Experience
Renaissance Nashville Hotel
- Steps from Broadway
- Exclusive attendee room block
- Walking distance to dining & nightlife
- Convenient access to Forum events
Join the Conversations
Shaping Capital Markets
Join mortgage capital markets leaders for a full day of insights, innovation and strategic networking in Nashville.
- ✓Full Forum Access
- ✓Breakfast & Lunch
- ✓Executive Networking
- ✓Product Discussions
- ✓Peer Roundtables
- ✓Post-Event Resources
September 10 • Nashville • Limited Capacity
Registration Form