Credit Client Council

You're Invited to Join our Exclusive Industry Event


As technology and content expands exponentially and at breakneck speed, once disparate industries and markets are becoming more and more interconnected. Disruption and innovation in the marketplace are forcing business leaders to move beyond historical boundaries to expand their view of properties to be prepared for what's next.

As property intelligence becomes increasingly granular, the opportunity emerges to dynamically manage valuation, risk and underwriting – and understanding the true nature of risk in the housing system, as well as discovering actionable insights is critical to powering your business forward.

Please plan to join a select group of industry executives and thought leaders at our second annual Credit Client Council at the beautiful Monarch Beach Resort in Dana Point, CA on July 24-26.

Network with the mortgage industry's best and brightest as we discuss the most pressing challenges facing our business, collaborate on solutions and chart a successful path forward.

Held in conjunction with CoreLogic RiskSummit 2016, the Credit Client Council will provide you with access to:

  • Members of the CoreLogic Credit Client Council
  • Industry thought leaders and opinion-makers
  • Insightful keynote speakers and economic forums.
  • Frequent networking opportunities with your peers and others in the housing system

As in the past, this is a complimentary event for our guests. The $895 registration fee normally charged to RiskSummit attendees is waived for all Credit Client Council guests.

Feedback from our Inaugural Event:

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”

Our Speakers

Fresh perspective is vital to business success, and appreciating the financial, economic and political implications of those insights to the housing system is more critical than ever. This year's RiskSummit speakers will bring their unique perspectives to the stage, giving you the broadest view on risk ever.

Opening General Session Keynote Speaker: Michael Chertoff, former Secretary, U.S. Department of Homeland Security

Michael ChertoffMichael Chertoff is co-founder and executive chairman of The Chertoff Group, a security and risk management firm, where he provides high-level strategic counsel to corporate and government leaders on a broad range of security issues, from risk identification and prevention to preparedness, response and recovery.

As a former Secretary of the U.S. Department of Homeland Security, Mr. Chertoff strengthened our nation’s borders, provided intelligence analysis and infrastructure protection, increased the Department’s focus on preparedness ahead of disasters, and implemented enhanced security at airports and borders.

Closing General Session Keynote Speaker: Tim Pawlenty, former Governor of Minnesota

Tim PawlentyTim Pawlenty brings the perspective of a nationally-respected policymaker. He now serves as CEO of the Financial Services Roundtable, the leading advocacy organization that works to protect the security, integrity and success of our nation’s financial system. His recognition as one of the foremost thought leaders in the country brings peerless credibility to FSR and its members.

Governor Pawlenty is a leader with significant executive experience, having overseen a $50 billion biennial budget, led 30,000 state employees, and managed 20 individual state agencies and departments.

U.S. Housing Market: Evolving to a ‘New Normal’? – Dr. Frank Nothaft

Dr. Frank Nothaft, PhDThe home sales and rental markets have been on contrasting trajectories: house sales and construction are improving but remain far below levels of the pre-Boom-Bust period, while multifamily rental building is the most in 30 years. Dr. Nothaft will discuss economic and demographic forces that are shaping a ‘new normal’ level of activity in the housing and mortgage markets.

Prior to CoreLogic, Dr. Nothaft was vice president and chief economist at Freddie Mac, and an economist with the Board of Governors of the Federal Reserve System. Dr. Nothaft holds a PhD in economics from Columbia University.

 

Registration Now Open

Online registration is now available. We encourage you to register now and reserve your hotel accommodations as soon as possible.

Registration is FREE

Simply use the code RS#16CREDIT at checkout to waive the $895 registration fee

Step 1: Registration
 

Register Now >>

Step 2: Hotel Accommodations.

To receive the Monarch Beach Resort special rates for attendees, call (949) 234-3900. Call between 9am-5pm PDT and mention “CoreLogic RiskSummit”, or book your hotel reservations online

Note: This event is closed to media.

Feedback from our Inaugural Event last July:

 

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”

Registration

Please click here to complete the online registration process. Guests must commit to staying at least two nights* at the Monarch Beach Resort. 

* Southern California registrants exempt from hotel-stay requirement.

No Registration Fees

There is no charge for attending the Credit Client Council and RiskSummit 2016. However, in order to get the special complimentary rate, please use the code RS#16CREDIT at checkout

Attendance includes admission to all RiskSummit 2016 sessions and workshops, Sunday evening reception and dinner, Monday breakfast and lunch, Monday afternoon activity, Monday evening private reception, Monday evening dinner and Monte Carlo night event, Tuesday breakfast and lunch, refreshments, conference materials.

Monarch Beach Resort

The 2016 Credit Client Council is once again returning to this exclusive coastal resort. Since last year's event the resort has undergone a comprehensive $40 million renovation. This newly decorated coastal retreat awaits you, offering an exclusive private beach club, three swimming pools, one with fully-outfitted cabanas, the award-winning Miraval Life in Balance Spa, on-site championship Monarch Beach Golf Links, the Sandcastle Kids Club for our younger guests, and six award-winning, ocean-view restaurants.

The Monarch Beach Resort is offering the following room rates to Credit Client Council guests—available Sunday, July 24 through Wednesday, July 27:

  • Garden and Resort View Rooms: $295
  • Pool and Ocean View Rooms: $315
  • Executive Suites: $355
  • St. Regis Suites: $525

To secure these rates, call the Monarch Beach Resort at (949) 234-3900 between 9:00 a.m. – 5:00 p.m. PDT (ask for the CoreLogic RiskSummit 2016 rate) or go to the hotel’s online booking page.

Airport-Hotel Transportation

Either make arrangements with the hotel to pick you up at the airport, or plan to catch a cab or van for the airport-to-hotel trip—travel distance depending on which airport you're coming from:

  • Orange County John Wayne Airport (SNA): 21 miles one way
  • Long Beach Airport (LGB): 40 miles one way
  • Los Angeles International Airport (LAX): 60 miles one way
  • San Diego International Airport (SAN): 68 miles one way

Questions 

Please email or call us at (619) 938-7745.

Registration Now Open

Online registration is now available. We encourage you to register now and reserve your hotel accommodations as soon as possible.

Registration is FREE

Simply use the code RS#16CREDIT at checkout to waive the $895 registration fee

Step 1: Registration
 

Register Now >>

Step 2: Hotel Accommodations.

To receive the Monarch Beach Resort special rates for attendees, call (949) 234-3900. Call between 9am-5pm PDT and mention “CoreLogic RiskSummit”, or book your hotel reservations online

Note: This event is closed to media.

Feedback from our Inaugural Event last July:

 

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”

Sunday, July 24 Schedule

We urge you to arrive early for this year's event to attend Sunday afternoon Solution Sessions—all designed to help you solve your business needs and problems, from your point of view.

Sunday’s sessions will feature additions, new developments and uses for our most sophisticated analytics and latest product solutions. Discover how the shift of data analytics from responsive to predictive risk management can now help you grow your business more proactively – and how to stay ahead of the pack.

Hosted by business and technical experts, these sessions will provide updates on innovations and product enhancements that address important current industry trends and needs. It is also a great opportunity to sit down with product specialists to get answers to your specific questions and to discuss your needs in-person with your account manager. What’s more, you may network with your peers and hear from other clients on their experience and perspectives. More information on sessions will be provided, including new panelists, so please check for updates periodically.

12:00 – 6:00 PM   •  Arrivals
•  Conference Registration
•  Hospitality
1:00 – 5:15 PM   Solutions Sessions
1:00 – 3:00 PM   Risk Management

Moderator: Shaleen Khatod, Senior Vice President, Data Solutions, CoreLogic
1:00 – 2:00 PM   Real-Time Disaster Assessment and Response

When natural catastrophes strike, time is of the essence.  Assessing impact to a property portfolio and recovering from a natural disaster can often be a sluggish process—until now.  Come learn how real-time natural hazard event data and post-event imagery is changing how insurers, government agencies, lenders and capital market investors can assess impact to a property portfolio and mobilize to efficiently restore homeowners and businesses from financial catastrophe.

Presenters: Dave Pedersen, Senior Vice President, Strategic Business Development, CoreLogic; Industry Panel
2:00 – 2:30 PM   Combing Traditional and Alternative Methods to Quantify Future Credit Events

CoreLogic provides superior insights to capital markets participants for various types of securities backed by mortgages, including the growing credit risk transfer market fueled by the GSEs. From traditional approaches that assess loan, borrower, and macro-economic risks, to alternative, cutting-edge methods which quantify an investment’s exposure to natural disasters, come learn how CoreLogic is able to provide unparalleled insights by bringing together the full range of our risk assessment capabilities.

Presenters: Michael Saccento, Senior Director, Credit Risk Products, CoreLogic; Kent David, Director, Insurance and Spatial Solutions, CoreLogic
2:30 – 3:00 PM   Monitoring Lien and Ownership Risk

This presentation will yield insight into lien and ownership risk and address several dimensions of enhanced risk management techniques: When is it important to track and monitor liens and changes in ownership? How can this be done on an entire portfolio in a cost-effective manner, or how should you segment. How can you use data and analytics to make this cheaper and quicker within a process flow? Outside of servicing, where are other areas where this information is important and can be utilized?

Presenter: Dillon Vestal, Vice President, Advisory Solutions, CoreLogic
1:00 – 3:00 PM   Underwriting

Moderator: Kendra Rawls, Senior Vice President, Credit Services, CoreLogic
1:00 – 1:30 PM   Mortgage Underwriting Excellence

Today, the mortgage industry finds itself at a unique point in history. Origination costs are at historic highs, compliance and regulatory concerns drive many of our processes, underwriting timelines are increasing, and the borrower experience is suffering. Yet, we now have access to increasingly powerful data sets and predictive analytics, tools that have the potential to change mortgage underwriting forever. In this session, we will explore ways to effectively leverage these new and exciting integrated origination solutions to solve your immediate business challenges, gain comprehensive insights, and ultimately make smarter decisions.

Presenter: Dillon Vestal, Vice President, Advisory Solutions, CoreLogic
1:30 – 2:00 PM   High Fidelity Mortgage Underwriting

According to data from the CFPB, consumer complaints surrounding escrow accounts, including property tax estimates, are one of the major sources of homeowner dissatisfaction with the origination process – and a potential compliance liability for lenders. In this session, we will explore an exciting new solution that leverages expanding data sets and predictive analytics to deliver property tax amounts at the pre-closing stages. If you are interested in increasing your underwriting efficiency, decreasing your servicing costs, and providing the borrower with a better experience, don’t miss this session.

Presenter: Kirk Randlett, Vice President, Tax Servce Operations, CoreLogic
2:00 – 2:30 PM   Mortgage Fraud Risk Management: Taking the Holistic View

Mortgage fraud risk management is evolving. Repurchase requests stemming from immaterial errors have been tempered by GSA Rep and Warrant Relief, but material fraud in mortgage applications is still a financial threat to lenders. As margins get tighter and customer service becomes a higher priority, lenders need to take a more holistic approach to their fraud management processes. In this session, CoreLogic fraud experts will take a closer look at the use of next-generation data sciences and predictive analytics to power your fraud risk management strategy as a comprehensive whole, demonstrating practical techniques that can increase your underwriting workflow efficiencies today.

Presenters: Bridget Berg, Senior Director, Fraud Solutions, CoreLogic; Liang Tian, Principal Scientist, Credit Risk Analytics, CoreLogic
2:30 – 3:00 PM   Rising Waters: Leveraging the Latest Predictive Flood Models

The outcome of Superstorm Sandy (2008) included broad swaths of uninsured damage and disruption, impaired mortgages and warnings on Commercial Mortgage-Backed Securities (CMBS) payments - and all of these uncovered risks negatively impacted the recovery of the regional economy. Today, new models exist to accurately assess flood risk throughout the US - a necessary component of creating a rational and sustainable solution. Meet experts across CoreLogic as they discuss the compelling science behind the latest models for flood, the validation of these models versus real events and uses of these models for insurance screening, pricing and aggregate management as well as for individual mortgage and CMBS underwriting.

Presenters: Howard Botts, PhD, Vice President, Insurance and Spatial Solutions, CoreLogic; Kent David, Director, Insurance and Spatial Solutions, CoreLogic
3:00 - 3:15 PM   Break
3:15 – 5:15 PM   Market Intelligence

Moderator: Sam Khater, Vice President, Deputy Chief Economist, CoreLogic
3:15 – 3:45 PM   Effect of Student Loan on Millennial Renter's Income, Creditworthiness and Affordability

The aggregate outstanding student loan debt has more than tripled over the past decade. It surpassed other forms of non-housing debt to become the largest source of consumer debt held by American households. In 2015, 47% of apartment renters of age 22 to 40 carried student loan debt. Powered by the CoreLogic renter screening solution, CoreLogic economists examined the effect of the increasing student loan debt on the Millennial renter’s income, creditworthiness and affordability. The presentation will cover the trend of percentage of renters having student loans, distribution of income, the income to rent ratio for applicants with and without student loan, and the correlation of student loan with the homeownership at the same age group.

Presenter: Jianjun Xie, Director, Credit Risk Analytics, CoreLogic
3:45 – 4:15 PM   Residential Land Values and Home Price Bubbles

This session highlights the power of combining public records data and replacement cost data. In expensive housing markets, land makes up more than one-half of residential property value. However, land values are much more volatile than residential structure costs. This presentation highlights this new research, will demonstrate how changes in land values drive home price volatility and the formation of home price bubbles.

Presenter: David Stiff, Principal Economist, Credit Risk Analytics, CoreLogic
4:15 – 4:45 PM   Health of the Housing Markets in top MSAs

How healthy are your local housing markets? What can you do about the early signs? In this session CoreLogic will discuss the approaches to determine overvalued markets using the benchmarks of income and market rent, coupled with heightened fraud risk. The presentation will also address preemptive actions that can mitigate the risks leveraging several CoreLogic analytics solutions.

Presenter: Mark Liu, Vice President, Modeling and Analytics, CoreLogic
4:45 – 5:15 PM   New Research from the Office of the Chief Economist

The Office of the Chief Economist dove into the Listings and public records data to develop new research this year covering the following topics: 1) Repeat Rent Index - We apply the methodology commonly used for creating repeat sales price indexes to rental listings data in the Multiple Listing Service to create a repeat rent index; 2) Boomerang Borrowers - How many borrowers that were foreclosed on in the housing crisis have come back into the market to buy homes?; 3)Housing Credit Index - Is credit tightening, and why; 4)Commercial Real Estate - Residential Real Estate is only part of the market. We identify commercial real estate loans to get a full picture of the market.

Presenter: Sam Khater, Vice President, Deputy Chief Economist, CoreLogic
3:15 – 5:15 PM   Valuation

Moderator: Susan Allen, Senior Vice President, Valuation Solutions Group, CoreLogic
3:15 – 4:15 PM   To Be Announced
4:15 - 5:15 PM   To Be Announced
7:00 – 9:30 PM   Welcome Reception and Dinner

•  Meet your peers, keynote speakers and panelists, and CoreLogic client representatives, subject matter experts and management

*Solution Sessions and Industry Sessions content in development; please return to this site periodically for updated information.

 

Registration Now Open

Online registration is now available. We encourage you to register now and reserve your hotel accommodations as soon as possible.

Registration is FREE

Simply use the code RS#16CREDIT at checkout to waive the $895 registration fee

Step 1: Registration
 

Register Now >>

Step 2: Hotel Accommodations.

To receive the Monarch Beach Resort special rates for attendees, call (949) 234-3900. Call between 9am-5pm PDT and mention “CoreLogic RiskSummit”, or book your hotel reservations online

Note: This event is closed to media.

Feedback from our Inaugural Event last July:

 

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”

Monday, July 25th Schedule

Be prepared for provocative discussions on immediate and transformational opportunities - the hallmark of RiskSummit General Sessions and the Credit Client Council.

We are very pleased to host our keynote speaker, Michael Chertoff, co-founder and executive chairman of The Chertoff Group, a security and risk management firm, where he provides high-level strategic counsel to corporate and government leaders.

Shown below is a current agenda, which is subject to change. Please check back periodically for updates on session topics, descriptions and panelists.

7:00 AM - 12:30 PM   Conference Registration and Hospitality Desk
7:00 - 8:00 AM   Breakfast
8:00 - 10:00 AM  

Opening General Session - David Martin, SVP, Global Head of Sales & Marketing

  • Welcome - Anand Nallathambi, President & CEO
  • What's New At CoreLogic - Olumide Soroye, Managing Director
  • Economic Perspective - Dr. Frank Nothaft, SVP, Chief Economist
  • Keynote Speaker - Michael Chertoff, former Homeland Security Secretary


Break to Credit Client Council Sessions

10:10 - 10:30 AM  

Welcome

  • Kendra Rawls, SVP, Credit Services, CoreLogic
10:30 AM - 12:00 PM  

Government and Regulatory Update

Join leading regulatory experts and representatives as they provide an "insider's" overview of recent governmental and regulatory trends, topics and developments.This panel is planning for a lively discussion fueled by your questions. Not to be missed!

  • Faith Schwartz, SVP, Government Affairs, CoreLogic
  • Laurie Maggiano, Servicing and Secondary Markets Program Manager, CFPB
  • Larry Platt, Partner, Mayer Brown, LLP
  • Andrew Leventis, Supervisory Economist, Housing Market and Collateral Valuation Branch, FHFA
  • Andrew Davidson, President, AD & Co.
12:00 - 1:00 PM   Deli Lunch / Golf
(Box Lunches for golfers provided at course)
1:00 - 6:00 PM   Networking Activities
6:30 - 7:30 PM   Private Credit Client Council Cocktail Reception
7:30 - 10:00 PM   "Monte Carlo Night" Dinner Event
*Solution Sessions and Industry Sessions content in development; please return to this site periodically for updated information.

Registration Now Open

Online registration is now available. We encourage you to register now and reserve your hotel accommodations as soon as possible.

Registration is FREE

Simply use the code RS#16CREDIT at checkout to waive the $895 registration fee

Step 1: Registration
 

Register Now >>

Step 2: Hotel Accommodations.

To receive the Monarch Beach Resort special rates for attendees, call (949) 234-3900. Call between 9am-5pm PDT and mention “CoreLogic RiskSummit”, or book your hotel reservations online

Note: This event is closed to media.

Feedback from our Inaugural Event last July:

 

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”

Tuesday, July 26th Schedule

We will continue the conference with the remaining Credit Client Council sessions, which represent a wide range of  topics important to you.

Be sure to stay for a lively interview with our very special guest and Closing General Session keynote speaker – Tim Pawlenty, a former two-term Governor of Minnesota and currently CEO of the Financial Services Roundtable. FSR is an advocacy organization which represents leading financial service companies in their efforts to protect the security, integrity and success of our nation’s financial system.

We will conclude with our RiskSummit 2016 wrap-up and closing remarks.

Shown below is the current agenda, subject to change. Please check back periodically for updates on session topics, descriptions and panelists.

7:00 AM - 1:00 PM   Conference Registration and Hospitality Desk
7:00 - 8:00 AM   Breakfast (with all RiskSummit attendees)


Break to Credit Client Council Sessions

8:10 - 8:15 AM   Welcome Back / Day One Recap
8:15 - 8:55 AM  

Trended Credit Data

Let's review the Trended Credit Data initiative and discuss how your businesses may be impacted by the implementation of this requirement on September 24th. Experts from both Fannie Mae and TransUnion will be on hand to discuss why Trended Credit Data is important and take your questions.

  • Debra Rothrock, VP, Product Management, Consumer Credit Solutions, CoreLogic
  • Marianne Sullivan, SVP, Single-Family Business Solutions, Fannie Mae
  • Joe Mellman, VP, Mortgage, TransUnion
8:55 - 9:25 AM  

Housing Credit Index

This is your opportunity to get an in-depth look at the new CoreLogic Housing Credit Index. We’ll explore the specifics of the Index, discuss what it tells us about the changing credit box and get your feedback.

  • Sam Khater, Deputy Chief Economist, CoreLogic
9:25 - 9:30 AM   Break
9:30 - 10:45 AM  

Fostering Innovation Excellence in Underwriting to Improve Customer Experience

Innovation in underwriting is a must if mortgage companies want to increase their productivity and profitability. We will discuss how innovation excellence in the areas of property tax estimation and verifications will change underwriting going forward, providing greater efficiencies and improving the overall client and consumer experience.

  • Laura Kelly, Managing Director, Valuations Solutions Group, CoreLogic
  • Scott Hermann, VP Business Development, CoreLogic
  • Brandon Brahms, Product Manager, CoreLogic
  • Kirk Randlett, VP, Field Operations Management, CoreLogic
10:45 - 11:00 AM  

Wrap Up

  • Kendra Rawls, SVP, Credit Services, CoreLogic

 

Re-Join RiskSummit Attendees

11:10 AM - 12:15 PM  

Closing General Session

  • Keynote Speaker - Timothy Pawlenty, former Governor of Minnesota
  • Closing Remarks - David Martin, SVP, Global Head of Sales and Marketing
12:15 - 1:00 PM  

Lunch

1:00 PM  

Conference Concludes

*Solution Sessions and Industry Sessions content in development; please return to this site periodically for updated information.

Registration Now Open

Online registration is now available. We encourage you to register now and reserve your hotel accommodations as soon as possible.

Registration is FREE

Simply use the code RS#16CREDIT at checkout to waive the $895 registration fee

Step 1: Registration
 

Register Now >>

Step 2: Hotel Accommodations.

To receive the Monarch Beach Resort special rates for attendees, call (949) 234-3900. Call between 9am-5pm PDT and mention “CoreLogic RiskSummit”, or book your hotel reservations online

Note: This event is closed to media.

Feedback from our Inaugural Event last July:

 

“A great opportunity to learn and understand in a collaborative environment what some of the frustrations, concerns, and thoughts are from other leaders in the industry. I found the information very helpful, informative and insightful.”

“The agenda, presenters, venue, and representatives all contributed to the success of the initial meeting.”