Meet fellow industry leaders to discuss issues that matter to you

We hope you can join us

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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 Marina Del Rey, CA at The Ritz-Carlton, May 14-16 2018.

Discussions guided by the high-value, interactive agenda promise to help shape the future of the mortgage environment for years to come.

Topics include possible Dodd-Frank reform, regulatory updates from Washington DC insiders, digital mortgage innovation 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 14-16, 2018

The Ritz-Carlton
Marina Del Rey
4375 Admiralty Way
Marina Del Rey, CA 90292
Space is limited

Agenda Overview

The conference begins with a cocktail reception and dinner at 6:00 PM on Monday, May 14 and concludes Wednesday, May 16 at 12:00 PM. Sessions will be moderated by CoreLogic experts and will feature appearances by recognized industry leaders and subject matter experts.

See below for the most recent agenda. We are pleased to announce that Craig Phillips, Counsel to Treasury Secretary Steven Mnuchin, has been confirmed as our keynote speaker for this year’s event.

All sessions and meals held in the Marina Vista Room unless otherwise noted

Monday, May 14, 2018
4:00pm Registration Opens
6:00pm to 9:00pm Welcome Reception and Dinner (Garden Veranda)
Tuesday, May 15, 2018
7:00am to 8:30am  Registration and Breakfast
8:30am to 9:00am Introduction and Overview of the Day Ahead
David Martin, Global Head of Sales and Marketing, CoreLogic
Welcoming Remarks
Frank Martell, President and CEO, CoreLogic
9:00am to 10:00am Opening Session
10:00am to 10:15am BREAK
10:15am to 11:45am Public Policy Panel
Stuart Pratt, Executive, Global Head of Public Policy and Industry Relations, CoreLogic (Moderator)
Pete Carroll, Executive, Public Policy and Industry Relations, 
CoreLogic Geoff Gray, Founder, The Gray Company
11:45am to 1:00pm Lunch
1:00pm to 2:00pm  GSE Innovation
2:00pm to 3:00pm A Conversation with the GSEs
Arlene Hyde, Executive, Market and Client Strategy (Moderator)
Carlos Perez, SVP and Chief Risk Officer, Fannie Mae
Donna Corley, SVP & SF Chief Risk Officer, Freddie Mac
3:00pm to 3:30pm BREAK
3:30pm to 5:00pm  Innovation in Action
CoreLogic innovation experts will highlight what’s hot surrounding mortgage innovation, both today and in the future
5:00pm to 6:30pm BREAK
6:30pm to 7:00pm Board the Dandeana Yacht Outside the Ritz-Carlton
7:00pm to 10:00pm  Harbor Cruise and Dinner on the Dandeana
Wednesday, May 16, 2018
8:00am to 9:00am Breakfast
9:00am to 9:45am Economic Update
Frank Nothaft, Chief Economist, CoreLogic
9:45am to 10:00am Break
10:00am - 10:45am CoreLogic Valuations Update
10:45am to 12:00pm Recent and Emerging Technology Innovations in Housing Finance: Opportunities, Benefits and Gaps for Underserved Homebuyers

The last few years have witnessed a tidal wave of technology innovations that have greatly benefitted homebuyers, lenders, and investors alike in the US housing finance system. From source-driven, data-driven verification of consumer income, employment, and assets, to property inspection waivers, to automated capture of electronic tax transcripts, to fully-electronic mortgage closings; we truly seem to be at the inflection point of a fully digital, 24x7 mortgage lending experience, with much more innovation on the horizon. Our expert panel will discuss the impact of these technological innovations on traditionally underserved homebuyers, and the potential benefits a truly digital mortgage can bring.

Pete Carroll: Executive, Public Policy and Industry Relations, CoreLogic (Moderator)
Gary Acosta: Chairman, National Association of Hispanic Relators (NAHREP)
Eric Kaplan: Director of the Center for Housing Finance, Milken Institute
Lisa Rice: CEO, National Fair Housing Alliance
12:00pm Wrap Up/Lunch

Getting to and From the Conference

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The CoreLogic Client Leadership Roundtable is being held at the Ritz-Carlton, Marina Del Rey, just a short drive from the Los Angeles International Airport.

Hotel Rates

CoreLogic has secured a special hotel rate of $320 a night (plus tax). To reserve your room, please register by contacting Matt Geiszler at with your check in and check out dates.

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, spa treatments, as well as cocktail hours and our Tuesday night dinner cruise.

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.