Panel Discussions

As of November 18, 2021; subject to change
* Not available for one-on-one meetings

InsurTech: Transforming the Home Buying/Ownership Experience

10:00 AM (ET), Track 1

Moderators:
Matt Carletti, Senior Research Analyst

Panelists:
Max Simkoff, CEO, Doma Holdings, Inc. (DOMA)
Assaf Wand, Co-Founder & CEO, Hippo Holdings Inc. (HIPO)
Sean Harper, CEO, Kin Insurance (OCA)

FinTech Opportunities in Real Estate Finance

10:00 AM (ET), Track 2

Moderator:
Steve DeLaney, Senior Research Analyst

Panelists:
Ryan McBride, COO of CoreVest, Redwood Trust, Inc. (RWT)
Steve Theobald, CFO, Walker & Dunlop, Inc. (WD)
Greg Florkowski, EVP of Business Development, Walker & Dunlop, Inc. (WD)

Current Opportunities in the VC Landscape and How They’ve Evolved in Recent Years

10:45 AM (ET), Track 1

Moderator:
Devin Ryan, Senior Research Analyst

Panelists:
Scott Bluestein, CEO, Hercules Capital, Inc. (HTGC)
Gavin Slader, Co-Head of Investment Banking, JMP Securities LLC (JMP)
Mark Klein, CEO, SuRo Capital Corp. (SSSS)
Sajal Srivastava, CIO, TriplePoint Venture Growth BDC Corp. (TPVG)

Agency MBS: Navigating Uncertainty Ahead of Federal Reserve Purchase Tapering and Continued Interest Rate Uncertainty

10:45 AM (ET), Track 2

Moderator:
Trevor Cranston, Senior Research Analyst

Panelists:
Peter Federico, CEO, AGNC Investment Corp. (AGNC)
Smriti Popenoe, President & Co-CIO, Dynex Capital, Inc. (DX)
William Greenberg, CEO, Two Harbors Investment Corp. (TWO)

Cannabis: Regulation and Opportunity for Capital Providers

11:30 AM (ET), Track 1

Moderator:
Aaron Hecht, Senior Research Analyst

Panelists:
Leonard Tannenbaum, CEO, AFC Gamma, Inc. (AFCG)
Laurie Holcomb, CEO, Gold Flora (Private)
Paul Smithers, CEO, Innovative Industrial Properties, Inc. (IIPR)

Post-COVID CRE Lending in Larger Loan Markets

11:30 AM (ET), Track 2

Moderator:
Steve DeLaney, Senior Research Analyst
Chris Muller, Research Analyst

Panelists:
Sang Yu, Partner, Head of U.S. CRE Debt Originations, Apollo Commercial Real Estate Finance, Inc. (ARI)
Matt Salem, Partner, KKR Real Estate Finance Trust Inc. (KREF)

Still Bullish on Restructuring: What Could Spark the Next Wave?

12:15 PM (ET), Track 1

Moderator:
Devin Ryan, Senior Research Analyst

Panelists:
Mitchell Goldstein, Co-President, Ares Capital Corporation (ARCC)
Bill Derrough, Managing Director, Moelis & Company (MC)
Armen Panossian, CEO & CIO, Oaktree Specialty Lending Corporation (OCSL)
Steve Zelin, Global Head of the Restructuring and Special Situations Group, PJT Partners Inc. (PJT)

Non-Agency Loan Investment Opportunities: The Current State of the Lending and Securitization Markets for Non-QM, Residential Transition Loans, and Others

12:15 PM (ET), Track 2
Disclosures

Moderator:
Trevor Cranston, Senior Research Analyst

Panelists:
Mark Tecotzky, Co-Chief Investment Officer, Ellington Financial Inc. (EFC)
Bryan Wulfsohn, Co-CIO, MFA Financial, Inc. (MFA)

Trends in Digital Lending

1:00 PM (ET), Track 1

Moderator:
David Scharf, Senior Research Analyst

Panelists:
David Fisher, CEO, Enova International, Inc. (ENVA)
Jared Kaplan, CEO, OppFi Inc. (OPFI)
Raul Vazquez, CEO, Oportun Financial Corporation (OPRT)

Restructure and Rebrand for Growth and Success

1:00 PM (ET), Track 2

Moderator:
Steve Delaney, Senior Research Analyst

Panelists:
Michael Mazzei, CEO, BrightSpire Capital, Inc. (BRSP)
Rich Byrne, President, Franklin BSP Realty Trust (FBRT)

Excess and Surplus Lines: How Long Will the Party Last?

1:45 PM (ET), Track 1

Moderator:
Matt Carletti, Senior Research Analyst

Panelist:
Kevin Rehnberg, CEO, Argo Group International Holdings, Ltd. (ARGO)
Frank D’Orzaio, CEO, James River Group Holdings, Ltd. (JRVR)
Michael Kehoe, President & CEO, Kinsale Capital Group, Inc. (KNSL)

Residential Housing: Insights Into the Market From a Rental and Ownership Perspective

1:45 PM (ET), Track 2

Moderator:
Aaron Hecht, Senior Research Analyst

Panelists:
Lynn Stanfield, CFO, Apartment Investment and Management Company (AIV)
Jim Brickman, CEO, Green Brick Partners, Inc. (GRBK)
Ernie Freedman, CFO, Invitation Homes Inc. (INVH) *
Darin Rowe, Build-To-Rent President, Taylor Morrison Home Corporation (TMHC)

Quantifying The Expanding Financial Sponsors Opportunity

2:30 PM (ET), Track 1

Moderator:
Devin Ryan, Senior Research Analyst

Panelists:
Justin Abelow, Managing Director, Houlihan Lokey, Inc. (HLI)
Craig Packer, CEO, Owl Rock Capital Corporation (ORCC)
David Lee, Managing Director, Head of Financial Sponsors Group, Piper Sandler Companies (PIPR)
Joshua Easterly, CEO, Sixth Street Specialty Lending, Inc. (TSLX)

Expanding Opportunities in Business Purpose Loans

2:30 PM (ET), Track 2

Moderator:
Steve Delaney, Senior Research Analyst

Panelists:
Beth O’Brien, CEO of CoreVest, CoreVest Finance/Redwood Trust, Inc. (RWT)
Gudmundur Kristjansson, Co-CIO, Lima One/MFA Financial, Inc. (MFA)
Chris Farrar, President & CEO, Velocity Financial, Inc. (VEL)