Meet with fellow industry leaders to discuss issues that matter to you

We hope you can join us

Join a select group 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 three-day gathering will be held in beautiful San Diego, Calif. at The Fairmont Grand Del Mar, May 3-5 2016.

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, the impact of enforcement actions on the industry, how to use disruption in a positive manner to drive change in the lending process and much more.

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.

CoreLogic Client Leadership Roundtable

May 3 - 5, 2016

The Fairmont Grand Del Mar
San Diego, CA

Space is limited 

Register Today

Agenda Overview

The conference begins with a cocktail reception and dinner at 6:00 PM on Tuesday, May 3 and concludes Thursday, May 5 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.

Listed below is an outline of the topics to be discussed over the course of two informative days. We will update the agenda as new topics and speakers are added. 

All sessions will be held in the Manchester Salon, unless otherwise noted

Tuesday, May 3

4:00 PM   Registration Opens
6:00 - 9:00 PM   Welcome Reception and Dinner (Aria Lawn)

Wednesday, May 4

7:00 - 8:00 AM   Breakfast
8:00 - 8:30 AM  

Introduction and Overview of the Day Ahead


  • David Martin, SVP, Global Head of Sales and Marketing, CoreLogic

Welcoming Remarks from Anand Nallathambi, President and CEO, CoreLogic

8:30 - 9:30 AM  

CoreLogic Valuation Solutions

CoreLogic recently launched an initiative to deliver a unique value proposition for the industry through the formation of our Valuation Solutions Group (VSG). With input from our clients, CoreLogic will leverage industry-leading data, analytics and technology capabilities coupled with scalable and compliance-focused operations to develop solutions that help your business. Laura Kelly will provide an update on the capabilities that have been assembled while engaging you in a discussion about your views on the pain points, potential and innovation opportunities for the industry.


  • Laura G. Kelly, Managing Director, Valuation Solutions Group, CoreLogic
9:30 - 10:00 AM   Break
10:00 - 11:00 AM  

Keynote: Building Housing Finance - Areas for Continued Improvement

The housing finance system has made a number of incremental advancements since the housing downturn. In aggregate these changes have invoked more transparency and begun to entice private capital through credit risk transfer and insurance structures. Untapped efficiencies remain and our featured panelist Ed DeMarco will describe the data, standards, innovations and protections that are required to enhance the depth and liquidity of the housing market.


  • Ed DeMarco, Senior Fellow in Residence, Center for Financial Markets, Milken Institute (former head of the FHFA)
11:00 AM - 12:15 PM  

General Counsel Panel

Multi-million-dollar enforcement and settlements actions throughout 2015 deterred confidence in expansionary lending practices and moderated potentially robust credit growth in consumer financial markets. How will 2016 be different and what can be inferred from the legal tools used to extract these settlements? Have these corrective actions embedded more certainty or further complicated the rules under which housing finance participants operate? Where will the tilt between prescriptive and interpretative legal language balance out in the year ahead? Can these risks be easily managed and what emerging risks may lie ahead as the availability of credit expands?


  • Terry Theologides, SVP, General Counsel, CoreLogic (moderator)
  • Larry Platt, Partner, Mayer Brown, LLP
  • Karen Crawford, Attorney at Law, Veteran Mortgage Industry Attorney
  • Steve O'Connor, SVP, Public Policy and Industry Relations, Mortgage Banker's Association
  • Darius Kingsley, Managing Director and Co-General Counsel, Mortgage Banking, JP Morgan Chase
12:15 - 1:30 PM   Lunch
1:30 - 2:15 PM  

CoreLogic Strategic Update


  • Frank Martell, COO, CoreLogic
2:15 - 3:30 PM  

Using Disruption to Drive Positive Change

The continued acceleration in technology, processing speeds and proliferation of data demand we constantly reevaluate the way we engage, process and underwrite the borrower of the future. As the financial services sector continues to prioritize innovation and harness tools to reduce the encumbrance or friction within the system; our panelists will explore the potential and growing opportunity for disruption.  Where can risks and omissions be addressed upfront in order to reduce attrition or delay when transactions near completion? Will the evolution in business operations be immediate or maintain the incremental shift we have seen over the previous years? What is the value of premium that can be obtained by creatively and responsibly innovating within the financial services sector? How have advances in marketing and brand evolved our perception of not only a sector, but the participants?


  • Courtney Chakarun, SVP, Innovation & Solutions Excellence, CoreLogic (moderator)
  • Andy Pollock, Head of Consulting, Clayton Consulting
  • Andrew Pohlmann, SVP, Strategy, Suntrust
  • Nima Ghamsari, Founder and CEO, Blend
  • Stanley Wu, VP, Data Science & Architecture, CoreLogic
3:30 - 3:45 PM   Break
3:45 - 5:00 PM  

Credit Risk Transfer and Single Security

Fannie Mae and Freddie Mac (GSEs) continued to expand credit risk transfers, responsibly widen the availability of credit and drive operational efficiencies through the development of a single security and the common securitization platform. In 2015, both Enterprises exceeded their targets outlined in the Federal Housing Finance Agency scorecard and the target has been raised yet again for 2016. The panelists will explore the accomplishments of the credit-risk transfers and areas for expanding the front-end model.

The panel will also discuss the GSEs transition to a single security model in 2018. How is this change going to impact your business? In this in depth session surrounding the Single Security model, the GSEs will walk you, as lenders, through the single security model and will look for your feedback regarding how it may impact your business practices. This is your opportunity to ask questions and provide feedback regarding what information you need in order to prepare for single security implementation in 2018.


  • Faith Schwartz, SVP, Government Affairs, CoreLogic (moderator)
  • Kevin Palmer, SVP, Credit Risk Transfer, Freddie Mac
  • Mark Hanson, SVP, Securitization, Freddie Mac
  • Stephanie Milner, Director, Underwriting and Capital Markets, Fannie Mae
  • Nick Sapirie, Director, Portfolio Analytics, Fannie Mae
5:00 - 5:30 PM   Break
5:30 - 7:00 PM   Cocktail Reception (Capella Courtyard)
7:00 - 9:00 PM   Dinner (Capella Room)

Thursday, May 5

7:00 - 8:00 AM   Breakfast
8:00 - 9:00 AM  

CoreLogic Risk Management and Workflow / Property Intelligence Update

CoreLogic segment leaders will walk you though new product development, innovation and take questions on the topics that are of importance to you.


  • Olumide Soroye, Managing Director, Property Intelligence, CoreLogic
9:00 - 9:30 AM  

Economic Update

The single-family market continues to recover, but is the ‘new normal’ at a lower level of activity from the past? Frank will evaluate the housing and mortgage market trends that affect the market outlook.


  • Frank Nothaft, SVP, Chief Economist, CoreLogic
9:30 - 9:45 AM   Break
9:45 - 11:00 AM  

Housing Leadership Update

As an organization, Freddie Mac is focused on increasing responsible access to housing credit markets, exploring new ways to reduce risk within these markets, and enhancing their technology and system functionality. In this session, we will hear from executive leadership at Freddie Mac on how the enterprise continues to improve their operations and services to meet the needs of a diverse customer base and evolving mortgage market. This will include a dialogue on how these enhancements will benefit the diverse number of clients that work with Freddie Mac in both the primary and capital markets.


  • Faith Schwartz, SVP, Government Affairs, CoreLogic (moderator)
  • David Lowman, EVP, Freddie Mac
11:00 - 11:30 AM  

Q&A / Wrap Up


  • David Martin, SVP, Global Head of Sales and Marketing, CoreLogic
  • Faith Schwartz, SVP, Government Affairs, CoreLogic
11:30 AM   Adjourn / Lunch / Optional Golf Outing


CoreLogic Client Leadership Roundtable

May 3 - 5, 2016

The Fairmont Grand Del Mar
San Diego, CA

Space is limited 

Register Today

Getting to and From the Conference 

The CoreLogic Client Leadership Roundtable is being held at the Fairmont 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 $345 a night (plus tax).  To reserve your room, contact Cathy Kahwaji at the number listed below, or you can register online.

Conference Benefits 

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.

We will also provide you with complimentary transportation to and from the San Diego International Airport. Please note on the registration form whether or not you need transportation and we will be in touch.

For questions surrounding your travel needs, please contact, Cathy Kahwaji at or (510) 285-3982.

CoreLogic Client Leadership Roundtable

May 3 - 5, 2016

The Fairmont Grand Del Mar
San Diego, CA

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 have secured a special room rate of $345 per night (plus tax) for all Roundtable attendees. To reserve your room, you can book online here, or contact Cathy Kahwaji at or (510) 285-3982

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

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