2023•CONFERENCE THANK YOU TO OUR EVENT SPEAKERS

Stephanie Casper Chief Revenue Officer, Kiavi

www.kiavi.com

Stephanie Casper is the Chief Revenue Officer at tech-enabled lender Kiavi, one of the nation’s largest private lenders to residential real estate investors (REIs) with over $12.3B in funded loans. In addition to leading all of Kiavi’s revenue-driving functions (including all sales, marketing, pricing and partnership teams), Casper is an accomplished real estate investor herself with a growing portfolio of rental properties. Since joining Kiavi in 2020, Casper's leadership and creative strategies has driven unprecedented levels of growth for the company, including reaching various volume milestones never before seen in the non-QM lending industry.

www.saludagrade.com

Ryan Craft is the Founder and CEO of Saluda Grade and has spent his entire career focused on mortgage-backed securities and securitized products. Most recently, Ryan was the Head of Securitized Product Sales at Baird, where he built out a fully bolstered sales and trading division by hiring over 25 new salespeople and adding multiple new trading and banking businesses. Craft began his career at Merrill Lynch as a Non Agency and Subprime RMBS trader through the 2008 financial crisis. After the BofA acquisition, he traded the ABX and CMBX credit default swap indices mapping Subprime and Commercial mortgages. After transitioning to Securitized Product sales, he was recruited to join Royal Bank of Canada after becoming a top producer across Bank of America’s Global Fixed Income division. Craft earned a BS in Finance & Management from Georgetown University, where he captained the Hoyas baseball team and earned First Team All-BIG EAST honors.

www.arixacapital.com

Seth Davis joined Arixa Capital in 2021, bringing with him over twenty years of banking industry experience, and currently serves as Managing Director. In this capacity, he is primarily responsible for the management of Arixa’s institutional vehicle and originates loans with a specific focus on multifamily, residential (2-4 unit), and other commercial real estate properties. Based in Phoenix, Davis established Arixa’s presence in the Arizona market and will expand Arixa’s origination platform across major Western U.S. real estate markets. His management capabilities and depth of experience is critical to building out a Phoenix-based lending team for Arixa Capital.

Ezra Dweck President, IceCap Group

www.icecapgroup.com

Prior to joining IceCap Group as President, Dweck was the Head of Private Equity at Safra Asset Management and later the Chief Investment Officer at Brooklyn based Duke Properties. At Duke, he led the acquisition of over 40 properties and developed a keen understanding of the New York City market. At IceCap, Dweck runs the Originations, Underwriting, and Closing teams. Dweck graduated with honors from the Wharton School of Business and Finance at the University of Pennsylvania, with a dual concentration in finance and entrepreneurial management. While there, he was a member of the University’s Ben Franklin Scholars program.

Ben Fertig President, Constructive Loans

www.constructiveloans.com

Ben Fertig currently serves as President of Constructive Loans. Constructive originates, services, and securitizes single-asset rental loans, and originates and services fix-and-flip loans. Prior to Constructive, Fertig ran Credit and Asset Management at Finance of America Commercial; and, before that, he served as Chief Operator Officer of Jordan Capital Finance, where he managed originations, credit policy, and capital markets. Ben was instrumental in the sale of the Jordan Capital Finance platform to Blackstone and Finance of America in 2017.

Mark Filler

Partner, Rice Park Capital Management

www.riceparkcapital.com

Mark Filler is a partner of Rice Park, overseeing investments in operating companies with a focus on the loan origination sector. He brings more than 25 years of mortgage sector experience and approximately 35 lending company acquisitions to his role. Career highlights include acting as Managing Director of Guaranteed Rate Co., a top five national mortgage lender; founding Jordan Capital Finance (“JCF”), a top five lender to residential real estate investors originating in over 40 states; and spearheading the sale of JCF to Finance of America Companies (NYSE: FOA), a Blackstone portfolio company, in 2017.

In 2007, Filler founded Prospect Mortgage Company, where he served as CEO, Executive Chairman, and President. Under his leadership, Prospect grew to be a top five independent retail lender with approximately $10 billion of annual mortgage volume and a retained servicing portfolio of approximately $15 billion. Mark holds an undergraduate degree from University of Michigan and a Juris Doctor degree from Harvard Law School.

Tony Ingoglia Chief Financial Officer & Chief Strategy Officer, Socotra Capital

www.socotracapital.com

Tony Ingoglia is the Chief Financial Officer & Chief Strategy Officer at Socotra Capital, also serving on the board of advisors since the company was established in 2007. In this role, he is responsible for developing, communicating, and executing Socotra's financial reporting, investor relations, investment underwriting, and strategic investment initiatives, ensuring Socotra Capital delivers appropriate risk-adjusted returns.

Ingoglia has spent the past decade leveraging his corporate finance expertise. Before joining Socotra Capital, Ingoglia served as a Corporate Finance Manager at Intel Corporation, a global leader in the semiconductor industry, from 2011 to 2017 in an operations finance capacity. In 2010, Ingoglia was a member of the Financial Crisis Inquiry Commission, a bipartisan commission responsible for the investigation of the global financial crisis of 2007 to 2010. The commission’s report cited regulatory failures, lapses in corporate governance, and excessive leverage as key factors contributing to the financial crisis.

Keith Lind CEO, Acra Lending

www.acralending.com

Keith Lind is the Executive Chairman & President of Acra Lending with 19 Years of Mortgage-Backed Securities and Asset-Backed Securities trading and structuring experience. He was a Managing Director at HPS Investment Partners before joining Acra Lending, Lind was a Trader at Brevan Howard and prior to joining Brevan Howard, Lind was a Managing Director and Head of the US Non-Agency Mortgage-Backed Securities Trading Desk at RBS. He was a Managing Director at Bear Stearns, where he traded the Non-Agency Mortgage-Backed Credit book. Lind holds a BA in Finance from Purdue University.

Sean Morgan CEO, Forecasa www.forecasa.com

Sean Morgan, the CEO of Forecasa, began his career as a CPA for PricewaterhouseCoopers, but soon recognized that accounting was not the long-term path. After joining an oil and gas service company, Morgan was quickly promoted from accountant to General Manager of one of the fastest growing segments within the business. This initiative led to launching his first company, NavPort, which leveraged public data to help the oil and gas industry drill better wells. After several successful exits, Morgan decided to transition his analytics background to the real estate industry where he teamed up with a few former colleagues to start Forecasa, the leading Private Lending Analytics platform. Forecasa partners with the “players” (originators, capital partners, etc) active in the private lending industry by providing data-driven solutions.

Carlos Nodarse CEO, The Mortgage Office

www.themortgageoffice.com

Carlos Nodarse is the CEO of Applied Business Software, Inc., (ABS), the leader in Loan Servicing and origination software since 1978. He joined ABS in high school, provided customer service and quickly learned what customers needed and wanted. Having found his passion, he obtained a Bachelor of Science Degree from The College of Science and Engineering at Loyola Marymount University, Los Angeles. Nodarse served as a lead developer at ABS for over 30 years. His knowledge of the mortgage industry, mortgage funds, and real estate lending alongside his technical expertise give him unique skills necessary to develop the company’s flagship product, The Mortgage Office™, the most widely used and most powerful lending software on the market today.

Andrew Pollock President, Anchor Loans

www.anchorloans.com

Andrew Pollock is the President of Anchor Loans, the nation's largest private direct lender to real estate investors. Pollock is best known for his expertise in building and leading top-performing organizations. Whether challenged to launch a start-up venture, orchestrate a complex turnaround, or lead a multinational organization through accelerated growth, he has consistently delivered strong results despite the complexity and volatility of the mortgage and investment banking industries. Prior to joining Anchor Loans, Pollock was a member of the executive enterprise team of Radian Group, Inc. and its wholly owned subsidiary, Clayton Holdings, where he delivered unprecedented, double-digit revenue growth. Pollock’s success in business turnaround is best exemplified by his tenure with Rushmore Loan Management where he was tasked with the aggressive turnaround of their latest acquisition—Icon Residential. As Co-CEO, he led a massive transformation of this company, transitioned its product focus from distressed assets to mortgage origination, and restored it to profitability in less than one year. Throughout his career, Pollock has structured, negotiated, and directed 20+ mergers, acquisitions, and joint ventures, and helped to guide a successful IPO.

Kevin Rodman CEO, Asset Based Lending, LLC

www.abl1.net

Kevin Rodman brings an extensive background in mortgage lending and real estate from his 38+ year career. Before joining ABL in 2014, he spent 24 years at Morgan Stanley (MS) as a Managing Director. He led their US Repo business with over $200 billion in assets and built their asset backed warehouse lending business with over $15 billion in mortgage and asset backed loans. He served as CEO of Saxon Mortgage, a MS subsidiary, and president of MS Home Loans. He was co-Head of MS’ Prime & Alt-A Mortgage Business with over $30 billion in annual production. After departing MS, Rodman served as head of Urban Financial, a reserve mortgage company, and as a Managing Director at Maverick Funding, a NJ based mortgage originator.

Rick Sharga CEO & Founder, CJ Patrick Company

www.cjpatrick.com

Rick is the Founder & CEO of CJ Patrick Company, a market intelligence and advisory firm for companies in the real estate and mortgage industries.

One of the country’s most frequently quoted sources on real estate, mortgage and foreclosure trends, Sharga has appeared on CNBC, CBS News, NBC News, CNN, ABC News, FOX, Bloomberg, and NPR. Sharga is a founding member of the Five Star National Mortgage Servicing Association, on the Board of Directors of the Asian Real Estate Association of America and the National Association of Default Professionals, and was twice named to the Inman News Inman 100, an annual list of the most influential real estate leaders.

Sharga has over 20 years of experience in the real estate and mortgage industries, including roles as the EVP/Market Intelligence at ATTOM Data, EVP for Carrington Mortgage Holdings, EVP of Marketing at RealtyTrac, and Chief Marketing Officer of Ten-X and Auction.com, the leading online real estate marketplace.

Jeffrey Tesch CEO, RCN Capital www.rcncapital.com

Jeffrey Tesch, Chief Executive Officer, is responsible for overseeing the operations of RCN Capital, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010 as Managing Director, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Tesch has personally overseen over $3 Billion in originations. Tesch’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail centers. Tesch currently serves as a member of the American Association of Private Lenders’ (AAPL) Ethics Advisory Committee and as an Advisory Council member for the National Private Lenders Association.

www.talimarfinancial.com

Brock VandenBerg established TaliMar Financial in 2008 during the height of the housing crisis to provide real estate investors a secure source of financing for their real estate transactions. TaliMar Financial quickly became one of the leading hard money lenders servicing residential and commercial fix and flip loans, bridge loans and new construction loans. VandenBerg’s real estate career started in 2001 with KeyBank’s Private Equity Group. At KeyBank, VandenBerg worked closely with leading real estate developers and institutional investors to fund more than $200 million in mezzanine debt and joint venture equity investments. After spending over 5 years with KeyBank, VandenBerg was appointed to a three-year engagement with the Federal Deposit Insurance Corporation (FDIC), where he supervised the orderly dissolution of failing banks. His responsibilities also included the sale of more than $500 million in performing and non-performing loan assets on behalf of the FDIC.

Natalie Verrette President & COO, Champions Funding www.champstpo.com

Natalie Verrette is President and Chief Operating Officer of mission-focused Champions Funding. The industry veteran is at the helm of the wholesale Non-QM lender, which also has the distinction of being a Community Development Financial Institution. Backed by the U.S. Department of the Treasury, CDFIs like Champions Funding are poised to increase equity in homeownership for traditionally underserved communities while providing access for mortgage brokers to the $1 trillion fund. Supported by a leadership team primarily made up of minority women, Verrette’s staff of diverse, passionate professionals yielded 67% of originations granted to CDFI-eligible borrowers within their first year of operations. Seeing sparse financing options for non-traditional and credit-worthy borrowers led Verrette to create a full suite of loan products, including those directed at investors and small business owners, that are accessed through common sense applications.

Kevin Werner CEO & Co-Founder, Renovo Financial www.renovofinancial.com

Kevin Werner is the Founder & CEO of Renovo Financial, a private lender and partner to residential real estate investors. Renovo employs a one-stop shop model with a full suite of loan programs, including single family and multi-family rehab, new construction, and 30-year fixed rental loans, as well as in-house underwriting and servicing. Werner has over 25 years of executive experience in the private lending industry and an extensive residential real estate investing track record. After recognizing a gap in the market for well-qualified residential real estate investors to access project financing, Werner co-founded Renovo Financial with Daniel Rosen and Granite Creek Partners in 2011. Together they have a commitment to creating the best products and pricing while still providing the attention and service of a local lender.