The 2016 New York Symposium
Thursday, April 21, 2016
Westin Times Square
270 West 43rd Street
New York, NY 10036

Discovering Opportunities through Insights

The 2016 CoreLogic New York Symposium will help level set where the industry stands today through market-leading economic data and topical panels to help understand not only the critical issues facing today’s housing and mortgage industry, but also areas for inherent risk and potential growth.

Should You Go to the 2016 Symposium?

Whether you’re in mortgage origination, servicing, securities, research, or regulatory, this year’s Symposium can help you discover real, innovative profitability in a brave new marketplace.

For more information about the 2016 Symposium, please contact us at

2016 New York Symposium Agenda

Our 2016 New York Symposium begins with a continental breakfast followed by four sessions—each featuring seasoned industry experts and supported by the latest CoreLogic data and analytics:

7:00 - 8:20 AM Registration and breakfast
8:20 - 8:30 AM Welcome and Introductions
Peter O’Toole, VP, Capital Markets, CoreLogic
8:30 - 9:15 AM

U.S. Housing at the Crossroads: An Economic Perspective

An overview of economic and demographic forces affecting the owner and renter segments of the housing and mortgage markets in 2016 and beyond. Will the Federal Reserve Board’s actions to ‘normalize’ the federal funds target work to dampen the single-family recovery? Will there be enough new renter households to occupy the surge in rental apartment completions? What are the latest trends in mortgage credit access and residential lending volumes? In this session, CoreLogic Chief Economist Dr. Frank Nothaft will share his perspective on the current and future state of housing in the U.S.

9:15 - 10:00 AM

Looking Inside the Credit Envelope

Understanding the value of the asset is more important than ever before. The evolving demographics of buyers—“boomerang buyers” (i.e., those who defaulted in 2008/2009 and now have clean credit), Millennials and first-time homebuyers—present opportunities to view QM/non-QM through a different lens. Are credit scores, DTI, still the right end-all decisioning tools? Or, given regulatory oversight and market conditions, is it time to look beyond these guidelines to identify opportunity? This panel will discuss current trends in origination and identify new potential approaches to understanding what lies within the credit envelope.

Sam Khater, Deputy Chief Economist, CoreLogic

• Pete Carroll, EVP, Quicken Loans
• Bob Magee, EVP & Chief Investment Officer, Shellpoint
• Marianne Sullivan, Chief Credit Officer, Fannie Mae

10:00 - 10:15 AM Break
10:15 - 11:00 AM

Ongoing Surveillance of the Asset

Understanding the true exposure and opportunity within portfolios and whole loans has grown exponentially as new sources of data and analytics become available. Valuation of the asset and its inherent risks are now paramount given regulatory scrutiny. CoreLogic experts will share a workflow that maps out the data and analytics that can impact decisioning, which participants on both sides of the buy/sell table can incorporate into their current workflows. From portfolio management to trade vetting, this level of analysis can provide true transparency and identification of loan-level exposure including risk based analysis of appraisal, subsequent liens, market conditions and dynamics, collateral and housing price futures.

Catherine Castle, Senior Consultant, Advisory Professional Services
Ann Regan, Sr. Director, Valuation & Risk Analytics

11:00 – 12:00 PM

Covering Your Front and Back End—Credit Risk Transfers

This expert panel will provide views on how enhanced data and analytics can impact business decisions around front and back end exposure for lenders and investors, including credit risk transfers, STACR requirements, and their impact on cash flows and tenure on the life and value of the loan asset. Increases in fraud, under and over-valued markets and subsequent liens risks provide warning signs not only for traditional and non-bank lenders, but also insurers and reinsurers.

Faith Schwartz, SVP, Government Affairs

• Howard Altarescu, Partner, Co-head, Global Finance Business Unit, Orrick
• Michael Bright, SVP, Penny Mac
• Andrew Davidson, Founder & President, Andrew Davidson & Co. Inc.
• Laurie Goodman, Director, Housing Finance Policy Center, Urban Institute

12:00 – 12:15 PM Q&A and Wrap Up

2016 New York Symposium Session Leaders

Dr. Frank Nothaft, PhD

Dr. Frank Nothaft, PhDDr. Frank Nothaft, CoreLogic Senior Vice President and Chief Economist, is responsible for the company’s research and insights strategy, leading a world class team of research economists in addressing issues that face the industries and leaders we serve. Dr. Nothaft has more than thirty years experience researching, analyzing, and forecasting housing and mortgage markets and planning government public policy. Formerly Vice President and Chief Economist at Freddie Mac, he has also been a Federal Reserve economist. With a PhD from Columbia, he teaches real estate economics at Georgetown University.



Faith A. Schwartz

Faith SchwartzFaith Schwartz is responsible for establishing and managing the CoreLogic Government and Public Affairs business, while also contributing to policy maker education and thought leadership. Prior to joining CoreLogic, she started and led the financial crisis coalition, HOPE NOW Alliance, to bring together, servicers, lenders, investors, Federal Reserve Banks, Government agencies, and government-sponsored enterprises (GSEs) to help homeowners in distress stay in their homes.  This effort measured over 6 million families assisted through loan modifications with combined efforts led by the HOPE NOW Alliance.



Sam Khater

Sam KhaterAs Deputy Chief Economist at CoreLogic, Sam Khater is responsible for analysis and commentary on the real estate and mortgage markets. Prior to joining CoreLogic, Khater was a Senior Economist at Fannie Mae in the Economics and Housing and Community Development divisions, where we was responsible for economic, mortgage and housing finance policy research and analysis. He was also an Economist at the National Association of Realtors, where he was in charge of producing economic and housing forecasts.



Catherine Castle

Catherine Castle Catherine Castle is a Senior Consultant with the CoreLogic Advisory Services Group with over two decades of experience using data and analytics to support management decisioning and process improvement within all aspects of the mortgage lifecycle. Areas of expertise include process analytics and modeling; benchmarking and valuation; operations management, process review and improvement; originations; capital markets and default servicing. Prior to joining CoreLogic, Catherine held positions with Wingspan Portfolio Advisors, Option One, Resurgent Capital Services and Fleet Bank. Catherine holds an MS in applied mathematics from University of South Carolina and is a Motorola-certified Six Sigma Black Belt.



Ann Regan

Ann ReganAs Senior Director of Product Solutions, Ann Regan is responsible for general management and product strategy for the CoreLogic portfolio of predictive analytic and index/trend solutions used by the secondary mortgage market to manage risk and comply with regulation. Prior to joining CoreLogic, Ann was Director of Product Management at ID Analytics and Vice President of Product Management at eAssist Global Solutions. She also developed software solutions for the U.S. government and the electronics manufacturing industry for companies such as SAIC, CSC, and HP.

2016 CoreLogic New York Symposium
Discovering Opportunities through Insights

Presentations made by moderators and panelists at the 2016 CoreLogic New York Symposium are available below. They are available only to registered attendees (plus local clients and prospects) and accessing them will require a password.

Presentations are available for the following 2016 Symposium sessions:

Please email Cathy Kahwaji if you have any questions.