Servicing at a Crossroads: How Different Firms Face the Changing Market Diana Reid, Managing Partner, Beekman Advisors Inc Jamie Woodwell, Senior Director, Mortgage Bankers Association Presentation: Servicing at a Crossroads: How Different Firms Face the Changing Market Click here to view File
Handout: MBA Year-end Survey CMS Click here to view File
Risk Mitigation - Insurance Panel Ronald C. Steffenino, Senior Vice President, Capmark Finance, Inc. Jeremy L. Burr, Vice President, Insurance Office of America Jon Kemp, Vice President, Corporate Asset Risk Management, Wells Fargo Commercial Mortgage Paul Stare, CIC, CPCU, Director of Insurance Services for Commercial Lending, PPM Finance, Inc.
Article: National Underwriter Insurance Articles Click here to view File
Report: Natural Disaster Catastrophic Insurance Click here to view File
Report: Significant Event Report Click here to view File
Running a Servicing Shop Richard Carlson, Senior Director, Fitch Ratings Leslie K. Fairbanks, Managing Director, Real Estate Services, Wachovia Securities Catherine J. Rodewald, Managing Director, Prudential Mortgage Capital Company Dean M. Wheeler, Managing Director, Loan Administration, Cohen Financial
Document: Rating U.S. Commercial Mortgage Servicers (Fitch) Click here to view File
Presentation: Running a Servicing Shop Click here to view File
Inspections and Inspection Reporting Clare C. Dooley, Senior Vice President, Capmark Finance, Inc. Anne Doty, Senior Vice President, Collateral Real Estate Capital LLC James W. Evans, Chief Operating Officer, Strategic Property Associates
Document name: MBA Standard Property Inspection Form Definitions Click here to view File
Document name: Standard Inspection Form Click here to view File
Document name: Standard Inspection Form Commercial Click here to view File
Document name: Standard Inspection Form Lodging Click here to view File
Document name: Standard Inspection Form Multifamily Click here to view File
Document name: Standard Inspection Form Healthcare Click here to view File
Document name: Standard Inspection Form Photos Click here to view File
Document name: Inspection Form Survey Questions Click here to view File
Technology Tools Janine C. Stallings, Assistant Vice President, Pacific Life Insurance Company Joseph F. Beggins, Chief Executive Officer, GEMSA Loan Services LP Brad Hauger, Senior Vice President, Midland Loan Services, Inc./PNC Real Estate Finance
Presentation name: Technology Tools Presentation Click here to view File
Show Me the Money! Helene Principato, Vice President-Loan Servicing, PPM Finance, Inc. Pamela J. Dent, CFA, CPA, Senior Vice President, Moody's Investors Service David W. Haley, Director, Portfolio Management, GEMSA Loan Services LP Kathleen Kanno-Wood, Vice President, Wells Fargo Commercial Mortgage
Presentation name: Show Me the Money Presentation Click here to view File
Insurance Workshop Lisa Dixon, Director, Holliday Fenoglio Fowler, L.P. Kathleen Dufraine, CPCU, Vice President, Global Realty Outsourcing, Inc Dan Husak, Vice President, Laureate Capital, LLC
Document name: Insurance Workshop Law & Order Click here to view File
Handout name: Insurance Workshop Law & Order Handout Click here to view File
Document name: Insurance Workshop Terrorism Click here to view File
Handout name: Insurance Workshop Terrorism Handout Click here to view File
Document name: Insurance Workshop Windstorm Click here to view File
Document name: Insurance Issues 2007 Click here to view File
Report name: Forced Placement White Paper Click here to view File
Document name: ACORD Changes in July 2006 Click here to view File
Document name: ACORD 28 Revised Click here to view File
Document name: ACORD Announcement Freddie Mac Click here to view File
Report name: Structured Finance Servicer Evaluations (S&P) Click here to view File
Report name: Is PML the Answer to the Hurricane Insurance Crunch? (Moody's) Click here to view File
Outlook for the Real Estate Finance Industry: A Commercial/Multifamily Servicing Perspective Alan Kronovet, Managing Director, Wachovia Securities David M. Croskery, Senior Managing Director, Holliday Fenoglio Fowler, L.P. Brian Hanson, Director-Portfolio Management, CWCapital Gary N. Otten, Director, MetLife, Inc. Jan S. Sternin, CMB, Senior Vice President, Midland Loan Services, Inc.
Article name: Council to Shape Change Article Click here to view File
Document name: Changes Expected Over Next Ten Years Press Release Click here to view File
Document name: Outlook for the Real Estate Finance Industry Flyer Click here to view File
Document name: Outlook for the Real Estate Finance Industry Order Form Click here to view File
Shared Documents and Data Exchange Lisa J. Peck, Assistant Vice President, Midland Loan Services, Inc./PNC Real Estate Finance Gary Vandeventer, Vice President-Production Integration, MERS
Presentation name: The Evolution of Document Custody Presentor: Marcia Moore-Allen, Vice President, LaSalle Bank N.A. Click here to view File
Market and Regulatory Impact - Reg AB Keith A. Dunsmore, Esq., Partner, Powell Goldstein LLP Van Vorhis, Associate Legal Counsel, NorthMarq Capital, Inc.
Document name: SEC's New Minimum ABS Servicing Criteria and Compliance Reporting Regime (Deloitte) Click here to view File
Document name: Assessment of Compliance with Regulation AB Click here to view File
Presentor: Alicia Romo, CFA, Senior Manager, Securitization Advisory Team, Deloitte & Touche, LLP Presentation name: Market and Regulatory Impact - Reg AB Click here to view File
Investor Reporting Package David Shay, Director of Strategic Initiatives, Wachovia Securities Grace E. Holst, Vice President, Key Bank Real Estate Capital Shelly K. Shrimpton, Investor Reporting Manager, GEMSA Loan Services, LP
Presentation name: CMSA Investor Reporting Package Workshop Click here to view File
Document name: CMSA Investor Reporting Package Methodology Click here to view File
Document name: CMSA Investor Reporting Package - sample Click here to view File
Document name: CMSA Investor Reporting Package - sample Click here to view File
New Loan Boarding - Creating Process Efficiency Martha J. Johnson, Vice President, Wells Fargo Multifamily Capital Maynard C. Ahner, II, CMB, Senior Vice President, Director Technology Services, Midland Loan Services, Inc./PNC Real Estate Finance Misty Ross, Vice President and Loan Servicing Manager, Wells Fargo Commercial Mortgage
Presentation name: New Loan Boarding - Creating Process Efficiency Click here to view File
CDOs - The Servicer Perspective Patrick C. Sargent, Esq., Partner, Andrews Kurth LLP Henry J. Bieber, Managing Director of Portfolio Management, Wrightwood Capital Hal Collett, Vice President-Servicing, Prudential Asset Resources Darri A. Cunningham, Vice President, Capmark Finance, Inc. David A. Harrison, Senior Director - Commercial Mortgage CDOs, Derivative Fitch
Presentation name: Commercial Real Estate Securitization, CMBS, and CRE CDOs Click here to view File
Report name: Commercial Real Estate CDO Servicing (Fitch) Click here to view File
Report name: Reviewing and Rating CDO Asset Managers (Fitch) Click here to view File
Report name: Rating Methodology for U.S. Revolving Commercial Real Estate Loan CDOs (Fitch) Click here to view File
Report name: Criteria for Analyzing Condominium Conversion Loans in U.S. Commercial Real Estate CDOs (Fitch) Click here to view File
Report name: Criteria for Analyzing Land Loans in U.S. Commercial Real Estate CDOs (Fitch) Click here to view File
Report name: Rating Commercial Real Estate Construction Loan Pools (Fitch) Click here to view File
Can Loans Get More Complex? Ingrid C. Olson, Vice President, CMBS Portfolio Services, KeyBank Real Estate Capital Steven R. Johnson, CPA, Managing Director of Commercial Mortgage Servicing, Principal Real Estate Investors Deborah A. Schiavo, Managing Director, Commercial Mortgage Department, Bear Stearns James P. Shevlin, Principal, American Capital Strategies Erin E. Stafford, Senior Vice President-CMBS, Dominion Bond Rating Service
Document name: Mezzanine Financing Article (Dominion) Click here to view File
Document name: Moody's Approach to Rating Commercial Real Estate Mezzanine Loans (Moody's) Click here to view File
Document name: Conduit Loan Underwriting Continues to Slide - Credit Enhancement Increase Likely (Moody's) Click here to view File
Document name: CMBS Recovery Rates Article (DBRS) Click here to view File
Document name: Where is the Value in Appraisals/Valuations? Article (DBRS) Click here to view File
Document name: Leasehold Estates with No Way Out Article (DBRS) Click here to view File
Document name: Recovery Rates…They're a Whole Loan Think Article (DBRS) Click here to view File
Document name: Defeasance Dynamics Article (DBRS) Click here to view File
Document name: Shortcomings of Statistics Article (DBRS) Click here to view File
Document name: Upside Exit? Article (DBRS) Click here to view File
Document name: Will Strong Sponsors Give Back the Keys? Article (DBRS) Click here to view File
Document name: Master/Head Lease Proliferation Click here to view File
A Big Picture Look at the Housing Markets and Our Industry Ron Witten, President, Witten Advisors Jamie Woodwell, Senior Director, Mortgage Bankers Association
Presentation name: Mulitfamily Market Outlook Click here to view File
Presentation name: A Big Picture Look at the Housing Markets and Our Industry Click here to view File
Evolution of the Whole Loan Portfolio Doris M. Hughes, Manager, Mortgage Servicing, Guardian Life Insurance Company of America Dennis C. Fisher, Senior Investment Professional, Nationwide Life Insurance Company Mark B. Fisher, CMB, Vice President and Managing Director, StanCorp Mortgage Investors, LLC John A. Shaw, Managing Director, CIGNA Realty Investors
Presentation name: Portfolio Lending - Evolution of the Whole Loan Portfolio Click here to view File
Approvals - Managing Borrower Expectations Howard W. Walker, Partner, McGuire Woods, LLP John P. Collins, Vice President, CWCapital LLC Ann Hambly, Chief Executive Officer, 1st Service Solutions Curtis Spaugh, Senior Vice President, Capmark Financial Group Inc.
Document name: CMBS Assumption Flow Chart Click here to view File
Document name: Assumptions Case Study Click here to view File
Document name: CMBS Rating Confirmation Criteria (Fitch) Click here to view File
Document name: Expectations and Experiences of Comm/Multifamily Mortgage Borrowers (MBA DataNotes) Click here to view File
Property Surprises Chase Belew, President, AMS Real Estate Services Christian Baggett, Senior Mortgage Asset Manager, ING Investment Management Eric C. Frisk, Director-Commercial Loan Asset Management, Allianz of America, Inc. Marilyn Sue Jones (Sue), Senior Investment Professional, Real Estate Investments Nationwide Life Insurance Company
Article name: New Environmental Due Diligence Article (H+K) Click here to view File
Document name: EPA Comparison of AAI Click here to view File
Document name: Brownfields Issue Paper (MBA) Click here to view File
Role of the Trustee Judy Rishel, Vice President, CMBS, Wells Fargo Bank, N.A. Robert Bradley (Tra), Assistant Vice President, Bank of America Kathleen C. Olin, Vice President, CWCapital Brandon V. Pankey, Vice President, Bond Administration, LaSalle Bank N.A.
Presentation name: Role of the Trustee Presentation Click here to view File
Document name: Trustee Report Sample Click here to view File
Getting a Loan Closed Shelley S. Hasskamp, Senior Vice President and Manager of Loan Closing and Administration, Q10 Dwyer-Curlett & Co. William D. Spearman (Dave), Assistant Vice President and Mortgage Loan Closing Manager, Delaware Investments Adam F. Zweifler, Partner, Pepe & Hazard LLP
Document name: Getting a Loan Closed Click here to view File
Data and Privacy Compliance Dave J. Bodi, CMB, Executive Vice President, Midland Loan Services, Inc./PNC Real Estate Finance Robert Schlecht (RJ), Director-Industry Technology Security & Compliance, Mortgage Bankers Association
Presentation name: Data and Privacy Compliance Presentation Click here to view File
Whole Loan Servicing Marla S. Campagna, Vice President, AIG Global Investment Corporation Faye J. Friedman, Director, Portfolio Management - Global Private Markets, TIAA-CREF
Document name: Litigation Risk Prepayment Premiums Case Study Click here to view File
Document name: Market Impact on Commercial Property Case Study Click here to view File
Document name: Assumptions of All Assumptions Case Study Click here to view File
The Property Data Revolution Daniel Szparaga, Senior Director, Mortgage Bankers Association Mark Linné, Chief Technology Officer/Director of Visioning Strategies, Valuescape
Presentation name: The Property Data Revolution Presentation Click here to view File
Presenter: Jack Huntress, Vice President Business Development, Environmental Data Resources, Inc Presentation name: Property Data Revolution Presentation Click here to view File
MBA Membership - Be Effective and Impactful Deborah McKinnon, Vice President, Mortgage Bankers Association Presentation name: Be Effective & Impactful Presentation Click here to view File
Document name: Committee Enrollment Form Click here to view File
Document name: CREF/Multifamily Finance Board of Governors Committees Click here to view File
Document name: CREF/Multifamily Working Groups & Task Forces Click here to view File
Document name: Insurance Initiative & Updates Click here to view File
Special Wrap up Session Servicing and Technology - Key Issues and Themes Kenneth N. Beyer, President & Chief Executive Officer, OfficeTiger Suzy Bashore, Vice President IT, Prudential Mortgage Capital Company David M. Croskery, Senior Managing Director, Holliday Fenoglio Fowler, L.P. Kathleen Dufraine, CPCU, Vice President, Global Realty Outsourcing, Inc Doris Hughes, Director, Guardian Life Insurance Company of America Russell Richardson, CMB, Executive Vice President, Collateral Real Estate Capital LLC James P. Shevlin, Principal, American Capital Strategies Deborah A. Schiavo, Managing Director, Bear Stearns
Presentation name: Servicing & Technology - Key Issues and Themes Presentation Click here to view File
Document name: Commercial Certified Mortgage Servicer Presentation Click here to view File
MBA Quarterly Data Book Report name: MBA Commercial Real Estate/Multifamily Finance Quarterly Data Book - Fourth Qtr. 2006 Click here to view File
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