Top Mortgage Industry Leaders
    Two Insightful and Informative Days
        One Inspiring Venue—The Grand Del Mar in San Diego

You're Invited!

Join between 20 and 30 of the nation’s leading mortgage executives to examine some of the most critical issues facing the industry today. Hosted by the CoreLogic executive team, this intimate two-day gathering will be held in beautiful San Diego, Calif. at The Grand Del Mar, May 14-15.

Discussions guided by the high-value, interactive agenda promise to help shape the future of the mortgage environment for years to come. Topics include the current state of the housing market, forthcoming regulations, and new innovations--products and processes alike--that will drive your future success.

Outside of the structured sessions, there will be ample opportunity for informal interactions and networking opportunities with fellow industry leaders, including the CoreLogic executive team.

Space is limited, register today!

Agenda Overview

The conference begins at 10:00 am on Thursday, May 14 and concludes Friday, May 15 at 12:00 pm with an optional golf outing at the scenic and challenging Grand Golf Club. Sessions will be moderated by CoreLogic experts and will feature appearances by recognized industry leaders and subject matter experts.

All sessions and meals will be held in the Manchester Salon

Thursday, May 14

8:30 - 10:00 AM   Registration
10:00 - 10:30 AM  

Welcoming Remarks
Introduction and Overview of the Day Ahead


  • Anand Nallathambi, President & CEO, CoreLogic
  • Steve Stein, SVP, Mass Market Sales and Marketing Services, CoreLogic
  • David Martin, SVP, Global Head of Sales and Marketing, CoreLogic
10:30 - 11:45 AM  

Reflections From Former Regulatory Officials

How impactful have regulations been on the mortgage market thus far? Can we quantify the embedded litigation and regulatory uncertainty into the cost of conducting business in the mortgage space today? What had less or more of an impact than anticipated, or is it still too early to tell?  Are the differences in investor procedures for servicing continuing to cause issues? How about the state regulatory overlays? Join a panel of former industry regulators to discuss how these issues may affect your business and what you can do to stay ahead of the regulatory curve.


  • Faith Schwartz (Moderator), SVP Government & Public Affairs, CoreLogic
  • Charles Coulter, COO, U.S.Bank Home Mortgage (Former FHA Official)
  • Pete Carroll, EVP, Mortgage Policy, Quicken Loans (Former CFPB Official)
  • Mitch Hochberg, Partner, Fenway Summer / General Counsel, Ethos Lending (Former CFPB Official)
11:45 AM - 1:00 PM   Lunch
1:00 - 1:30 PM  

A Current View of CoreLogic, Future Forward


  • Frank Martell, CFO/COO, CoreLogic
1:30 - 3:00 PM  

The Future of Housing Finance: Have We Arrived?

Eight years post crisis, Government continues to play a pivotal role in the housing finance market. Hear a candid exchange around the progress of the CSP and single security. What modifications have been made in the Ginnie Mae model and how have credit risk transfers modified the potential for private capital entering market? How will private mortgage insurance eligibility requirements impact PMI counter parties?


  • Faith Schwartz (Moderator), SVP Government & Public Affairs, CoreLogic
  • Ted Tozer, President, Ginnie Mae
  • Dave Lowman, EVP, Single Family Lending, Freddie Mac
  • Andrew Bon Salle, EVP, Single Family Business, Fannie Mae
3:00 - 4:15 PM  

Residual Pain Points & Implementation Focus in 2015-16

Implementation and execution are prerequisites to establishing a successful 2015-16 in housing. The integrated TILA/RESPA disclosures, pending HMDA rules, and state of play with enforcement make for a challenging operating year for all industry players. Hear from experts on the current and future state of activity in a compliant world. Let's get ready.


  • Terry Theologides (Moderator), SVP, General Counsel, CoreLogic
  • Andy Sandler, Chairman and Executive Partner, Buckley Sandler, LLP / CEO, Treliant Risk Advisors
  • Rodney Abele, Senior Counsel, Regulatory Policy, The PNC Financial Services Group, Inc.
  • Pete Mills, SVP, Residential Policy and Member Engagement, Mortgage Bankers Association
4:15 - 5:30 PM  

Client Value & Next Gen Delivery

This panel will focus a high level overview of the CoreLogic approach to workflow, advanced automation and focus on execution to face the challenges in the mortgage industry.


  • Steve Stein (Moderator), SVP, Mass Market Sales and Marketing Services, CoreLogic
  • Olumide Soroye, Managing Director, CoreLogic Information Services, CoreLogic
  • Bob Frosell, CIO, CoreLogic
5:30 - 7:00 PM   Break and Cocktail Reception
7:00 - 9:00 PM  


Accessibility, Affordability and the State of Housing


  • Sam Khater, VP, Senior Principal Economist, CoreLogic


Friday, May 15

7:00 - 8:00 AM   Breakfast
8:00 - 8:15 AM  

Welcome to Day Two


  • Olumide Soroye, Managing Director, CoreLogic Information Services, CoreLogic
8:15 - 8:30 AM  

Introduction to Innovation


  • Courtney Chakarun, SVP, Innovation Catalyst, CoreLogic
  • Richard Leurig, SVP, Innovation Development Center, CoreLogic
8:30 - 9:30 AM  

Innovation Trends, Best Practices and Critical Capabilities

Innovation plays a critical role in financial services, both in payments and in commerce. Joe will share how Pivotal helps customers innovate around the globe to deliver new products and an optimal customer experience. Learn what innovation tools and capabilities are key in delivering growth and maintaining a competitive advantage and hear innovation lessons relevant to the real estate industry.


  • Pivotal Software
9:30 - 10:30 AM  

Trends in Technology: The Future and Now

New technologies to deliver information and interact with the customer in new ways are evolving at a rapid rate. This session will highlight trends in technology and discuss how social intelligence and cognitive computing will transform the industry. Take a peek into the future of technology and see what is quickly becoming a reality.


  • Guruduth S. Banavar, Vice President, Cognitive Computing, IBM
10:30 - 10:45 AM   Break
10:45 - 11:45 AM  

Innovation Discussion: 2015 Focus & Future Roadmap


  • Courtney Chakarun, SVP, Innovation Catalyst, CoreLogic
  • Richard Leurig, SVP, Innovation Development Center, CoreLogic
11:45 AM - 12:00 PM   Closing Remarks



Space is limited, register today!

Getting to and From the Conference 

The CoreLogic Client Leadership Roundtable is being held at the Grand Del Mar resort near the coast in northern San Diego, just a short drive from the San Diego Airport.

Hotel Rates 

CoreLogic has secured a special hotel rate of $335 a night (plus tax). 


CoreLogic is pleased to have you as our invited guest for all activities related to this exclusive event. This includes meals and golf, as well as cocktail hours and entertainment.

If you are traveling to the San Diego International Airport, CoreLogic has arranged complimentary transportation to and from the conference. Once booked, please provide us with your arrival and departure dates and times, and we will make arrangements accordingly.

For questions, please contact, Tessa Agcaoili at or (415) 722-0466.

Space is limited, register today!

Register today! Only a limited number of spots are available to join this select group. Simply complete the form below. 

Hotel Reservations

We will handle your hotel reservations. To reserve your room, please contact Tessa Agcaoili at or (415) 722-0466 with your arrival and departure dates.

We will contact you with additional information concerning other activities as the event nears.

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Space is limited, register today!