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 Laguna Niguel, Calif. at The Ritz-Carlton, May 15-17 2017.

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 new administration and their impact on housing policy, innovation in mortgage underwriting, the future of the GSE's 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 15-17, 2017

The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Dr. 
Dana Point, CA 92629

Space is limited

Register Today

Agenda Overview

The conference begins with a cocktail reception and dinner at 6:00 PM on Monday, May 15 and concludes Wednesday, May 17 at 12:00 PM. Sessions will be moderated by CoreLogic experts and will feature appearances by recognized industry leaders and subject matter experts.

The agenda is still under development. Check back soon for more updates.

Monday, May 15

10:00 AM - 4:00 PM   Optional activity for early arrivals
4:00 PM   Registration Opens
6:00 - 9:00 PM   Welcome Reception and Dinner

Tuesday, May 16

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

Welcoming Remarks

Frank Martell, President and CEO, CoreLogic

Introduction and Overview of the Day Ahead

David Martin, SVP, Global Head of Sales & Marketing, CoreLogic

8:30 - 9:45 AM  

Housing Policy Review

This panel will analyze the mortgage industry’s “to do list” surrounding changes to housing policy and what’s likely to come out of Congress and the Trump Administration. Panelists will explore questions of what’s realistic and the expected timing of policy changes.

Stuart Pratt, SVP, Government Affairs, CoreLogic

Paul Leonard, SVP, Government Affairs, Housing Policy Council, The Financial Services Roundtable
Geoff Gray, Founder, Gray Company

9:45 - 10:15 AM   Break
10:15 - 11:30 AM  

Economic Update

The housing market made great strides in 2016 – reaching price levels not seen since 2006. But will this trend continue? The Chief Economist of CoreLogic will speak to attendees about the current state of the housing market from an economic standpoint and will discuss were home prices and interest rates will go in 2017 and beyond.

Dr. Frank Nothaft, SVP & Chief Economist, CoreLogic

11:30 AM - 1:00 PM   Lunch
1:00 - 2:15 PM  

GSE Outlook

Get the inside scoop directly from Executive GSE Leadership on topics like the evolution of rep and warrant relief programs; the outlook for valuations and the opportunity to innovate; and up-to-the second perspectives on credit expansion, affordable housing, technology and innovation, and GSE reform. This promises to be an entertaining and informative session!

Arlene Hyde, SVP, Market & Client Strategy, CoreLogic

Prabhakar Bhogaraju, VP, Single Family, Fannie Mae
Andrew Higginbotham, SVP, Single Family, Freddie Mac

2:15 - 3:45 PM  

Innovation Panel

What’s important to mortgage lenders, servicers and consumers when it comes to mortgage innovation? Are we getting close to a true paperless mortgage? This panel will discuss potential low hanging fruit and industry-wide efforts to bring innovation to the mortgage process.

Courtney Chakarun, SVP, Innovation & Solution Excellence, CoreLogic

Loriann Pollak, SVP, Risk Management, Bank of America
Mark Winn, CEO and Co-Founder, DroneDeploy
Rajesh Bhat, Co-Founder, Roostify
Robin Gordon, Chief Data Officer, CoreLogic

3:45 - 4:00 PM   Break
4:00 - 4:45 PM  

Innovation In Action

Watch a live demonstration combining data and new technologies to display the art of what is possible.

John Rogers, SVP, Innovation and Development, CoreLogic
Patrick Jacolenne, VP, Data Strategy, CoreLogic

4:45 - 5:30   Adjourn / Break
5:30 - 7:00 PM   Cocktail Reception
7:00 - 9:00 PM   Dinner

Wednesday, May 17

8:00 - 9:00 AM   Breakfast
9:00 - 10:15 AM  

The Pendulum Swings Back to the States: The Prospect of More Robust State Attorney General Enforcement

As eventual CFPB and FTC leadership changes alter the federal consumer financial services enforcement focus, will State Attorneys General step in to fill the perceived gap?  What are their priorities? What are their likely approaches to investigations and enforcement?  What tools do they have beyond Dodd Frank? Which states will likely take the lead?

Hear directly from former leading State Attorneys General about what this shift means for banks and non-banks alike.

Terry Theologides, SVP, General Counsel, CoreLogic

Martha Coakley, Attorney General of Massachusetts (2007-2015)
Bill McCollum, Attorney General of Florida (2007-2011)

10:15 - 10:30 AM   Break
10:30 - 11:15 AM  

Transformations in Valuation

Getting an accurate and timely valuation on a property can really impact the consumer experience when purchasing or refinancing a home.   Yet, the solution is far from simple as we need solutions to both systemic issues such as the availability of appraisers to the specifics of making the entire process more data driven and transparent.  This session will explore some solutions to simplify, modernize and automate the valuation process to focus on delivering a better overall experience for the lender, borrower and appraiser.          

Laura Kelly, Managing Director, Valuation Solutions, CoreLogic

11:15 - 11:45 AM

Client Leadership Roundtable Recap

Olumide Soroye, Managing Director, CoreLogic Information Services

11:45 AM - 12:00 PM  

Wrap Up / Q&A

David Martin, SVP, Global Head of Sales & Marketing, CoreLogic

12:00 PM   Lunch / Adjourn

 Speakers and panel sessions subject to change without notice

CoreLogic Client Leadership Roundtable

May 15-17, 2017

The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Dr. 
Dana Point, CA 92629

Space is limited

Register Today

Getting to and From the Conference 

The CoreLogic Client Leadership Roundtable is being held at the Ritz-Carlton, Laguna Niguel on the coast in Orange County, just a short drive from John Wayne International Airport in Santa Ana.

Hotel Rates 

CoreLogic has secured a special hotel rate of $359 a night (plus tax).  To reserve your room, please register online.

Conference Benefits 

This is an invitation only event. As such, 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.

You are responsible for travel to and from the event, as well as your hotel room costs and any incidentals while at the event.

If you have any questions, please contact Matt Geiszler at or (619) 938-7745.

CoreLogic Client Leadership Roundtable

May 15-17, 2017

The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Dr. 
Dana Point, CA 92629

Space is limited

Register Today

Please note - this event is by invitation only! 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 $359 per night (plus tax) for all Roundtable attendees. To reserve your room, you can book online here.

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

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