A Special Invitation to an Exclusive Event

We are please to invite you to join a hand-picked group of industry leading executives and thought leaders at our first annual Credit Client Council at the beautiful St. Regis Monarch Beach in Dana Point, CA on July 26-28.

The Credit Client Council will give you an opportunity to problem-solve 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 the CoreLogic RiskSummit, your attendance at the Credit Client Council will also allow you to participate in additional sessions and activities, including golf, Monte Carlo Night and hear from industry experts, including:

Keynoters—Three Leading Economists

This year’s keynote speakers have the credentials and expertise to provide both theoretical and real-world answers to questions such as what economic principles underlie the “new normal” mortgage environment, and what guideposts can you follow.

Robert ShillerMark ZandiEdward Glaeser

Keynoters (left to right):

  • Robert Shiller, 2013 Nobel Laureate in Economics and co-creator of the repeat-sales model behind the nation’s leading home price indexes
  • Mark Zandi, widely respected chief economist at Moody’s Analytics
  • Edward Glaeser, Harvard economics professor and a leading urban economist

These three experts will explore the current market moment—focusing on the impact of post-recession duress on mortgage finance, the thinking behind resulting mortgage policies, and the real risks and benefits of government efforts to restore industry stability and growth.

Best of all, as our guests, this event, normally $895, is FREE!

An Exclusive, Invitation-Only Event

The Credit Client Council is an invitation-only event, limited to less than 30 of your fellow industry leaders. By leveraging an intimate, interactive atmosphere, we hope to be able to create an environment that is open to candid discussion, knowledge building and problem solving that benefits both you and your fellow attendees.

As a part of the larger CoreLogic RiskSummit, you will have the ability to hear keynote sessions, economic forums and participate in a number of activities with the larger RiskSummit group at the beautiful St. Regis Monarch Beach in Dana Point, CA.

To learn more about the Credit Client Council and how to enjoy it, please click on the links below:


While there is no cost for the Credit Client Council, we are asking all participants to complete the registration process, which can be accessed via the link to the right. Attendees must commit to staying at least two nights* at the St. Regis Monarch Beach, at a cost of $265 to $515 a night, considerably less than normal rates. To get these rates, call the St. Regis Monarch Beach at (800) 722-1534 (ask for the CoreLogic RiskSummit 2015 rate) or go to the hotel’s online booking page.

* Southern California registrants exempt from hotel-stay requirement.


There is no charge for attending the Credit Client Council. However, in order to get the special complimentary rate during registration, please remember to use the code RS*15CREDIT at checkout.

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

The St. Regis Monarch Beach 

The Credit Client Council is being held at this exclusive coastal resort, a charming, relaxing retreat offering an exclusive private beach club, three swimming pools—one with fully-outfitted Cabanas—the award-winning Spa Gaucin, on-site championship Monarch Beach Golf Links, the Sandcastle Kids Club for our younger guests, and six award-winning, ocean-view restaurants.

Hotel and Travel  

Credit Client Council Hotel Discount

The St. Regis Monarch Beach is offering the following room rates to Credit Client Council attendees—available Sunday, July 26th through Wednesday, July 29th:

  • Garden and Resort View Rooms: $285
  • Pool and Ocean View Rooms: $315
  • Executive Suites: $355
  • St. Regis Suites: $525

Please call (800) 722-1534 and ask for the CoreLogic RiskSummit 2015 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
  • Long Beach Airport (LGB): 40 miles
  • Los Angeles International Airport (LAX): 60 miles
  • San Diego International Airport (SAN): 68 miles

Air travel is not included in registration fee.

More Information  

To learn more about the Credit Client Council, please contact us by email or by calling Matt Geiszler at (619) 938-7745.

Sunday, July 26th Schedule

12:00 – 6:00 PM   Conference registration
1:00 – 5:15 PM   CoreLogic products and analytics sessions
7:00 – 9:30 PM   Opening Reception and Dinner

Sunday Afternoon Sessions

We urge you to arrive early for this year's event to learn about the latest CoreLogic data assets, models, and analytics—information and solutions designed to simplify complexity, multiply analytics power, and enhance the accuracy of results.

These capsule presentations will update you on innovations and product enhancements focused on addressing important current industry needs. It is also a great opportunity to sit down with product specialists for a demonstration—and to discuss your particular needs In person with your account manager.

Topics and presenters will be announced soon.

Monday, July 27th Schedule

7:00 AM   Breakfast and Conference Registration
8:00 – 8:15 AM  

Welcoming/opening remarks

  • Anand Nallathambi, President and CEO
  • Olumide Soroye, Managing Director, CoreLogic Information Solutions
8:15 – 9:15 AM  


  • Robert Shiller, 2013 Nobel Laureate in Economics and co-creator of the repeat-sales model behind the Case-Shiller Home Price Index
  • Mark Zandi, Chief Economist, Moody's Analytics
  • Edward Glaeser, Fred and Eleanor Glimp Professor of Economics, Harvard University
9:15 – 10:00 AM  

2015 Mid-Year Economic Outlook

  • Frank Nothaft, PhD, CoreLogic Chief Economist

Break to Credit Client Council Sessions

10:10 – 10:30 AM  


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

CoreLogic Innovation and Data Collaboration

CoreLogic has some of the most vast data resources and a passion to find innovative solutions to help your business excel. We will discuss the art of what is possible with our data repository that contains more than 3.5 billion records and covers 99.7% of U.S. residential and commercial properties. We want to help you uncover new opportunities and get ahead of the competition by tapping into our expert knowledge and vast data resources.


  • Helen McMilian, .VP, Data Monetization, CoreLogic
  • Courtney Chakarun, SVP, Innovation Catalyst, CoreLogic
  • Steve Stein, SVP, Market & Client Strategy, CoreLogic
12:00 – 1:00 PM   Deli Lunch / Golf
(Box lunches for golfers provided at course)
1:00 – 6:00 PM   Networking and Outside Activities with RiskSummit Attendees
6:30 – 7:30 PM   Private Credit Client Council Cocktail Reception
7:30 – 10:00 PM   Dinner and Monte Carlo Night with RiskSummit Attendees

Listed below is a tentative agenda for Tuesday, July 28th. Topics and times are subject to change.

Tuesday, July 28th Schedule

7:30 – 8:30 AM   Breakfast
Break to Credit Client Council Sessions
8:30 – 9:30 AM  

Regulatory Update

New regulations are coming at the mortgage industry. UDAAP, mortgage rules, and CFPB enforcement actions are putting a lot of strain on your resources and potentially limiting your lending opportunities. In this interactive session, former CFPB officials will take your questions,  provide a rulemaking and enforcement perspective, and share secrets for managing CFPB oversight.


  • Becki Kuehn (Moderator), Partner, Hudson Cook, LLP
  • Lucy Morris, Partner, Hudson Cook, LLP (former CFPB official)
  • Ben Olson, Partner, BuckleySandler, LLP (former CFPB official)
9:30 – 10:30 AM  

GSE / Washington DC Policy Update

Residual regulatory overlays and forthcoming technical builds continue to harness a rebounding housing market. As we continue to shift into a purchase market: the industry prepares for integrated TILA-RESPA disclosures, the finalization of the Home Mortgage Disclosure Act and the engineering of the Common Securitization Platform. How will these new changes interplay with the 2014 implementation of mortgage servicing standards, loan officer compensation, ability to repay and qualified mortgage rules? How will the GSEs and Ginnie Mae continue to minimize risk through counter-party surveillance, risk-sharing transactions and modified servicing standards? Can we anticipate an influx of private capital through expanded or alternative risk-sharing structures? Have we yet arrived in the new post-crisis housing market or are there still more obstacles and innovation that remains on the horizon?  Join Faith Schwartz and a select group of panelists to explore our current housing environment and the road that remains untraveled.


  • Faith Schwartz (Moderator), SVP, Government Solutions, CoreLogic
  • Steve Clinton, SVP, Strategic Markets, Freddie Mac
  • Andy Davidson, President, AD & Co.
  • Stuart Quinn, Policy Research and Strategy Analyst, CoreLogic
10:30 – 10:45 AM   Break
10:45 – 11:45 AM  

Evolving Consumer Credit Behavior

A majority of purchases made in American are divided between four separate generational groups - The Silent Generation, Baby Boomers, Gen X, and Millennials. Each group consumes information, makes purchase decisions and interacts with financial services companies in vastly different ways. Yet many business decisions are not made with these generational shifts in mind. In this session, credit experts from Experian will walk you through the changing demographics of our country and what that means when it comes to how consumers view and use credit and what you can do to appropriately target these diverse groups:


  • Natasha Madan, Statistical Analysis Expert, Experian
11:45 – 12:00 PM   Group Photo
12:00 – 12:45 PM   Lunch
12:45 – 1:45 PM  

Not Your Father’s Generation: Let’s Hear it from the Millennials

Millennials are poised to become the largest consumer segment in the country. Yet many of them are choosing to rent rather than buy homes, even as they approach what is traditionally thought of as prime home buying years. Why the dramatic shift in buying habits from previous generations? You'll get a chance to ask them yourselves. A group of 10-12 Millennials will be on hand to discuss how they view credit usage, banks, debt, home purchasing and much more. You'll have the opportunity to ask the questions you've always wanted to ask surrounding home buying habits and maybe get some clarity on the mystery that is the Millennial Generation.


  • Natasha Madan (moderator), Statistical Analysis Expert, Experian
  • A diverse group of college-age Millennials
1:45 – 2:30 PM   Final Thoughts, Session Takeaways, Wrap Up