US Housing & Housing Finance Executive Series I
Join us for our second annual executive series starting on May 23 at 1:30 PM ET. We will engage in spotlight discussions with senior leaders from a range of industries with exposure to the booming US housing market, from financial institutions, home builders and housing REITs, to home improvement retailers, and real estate brokers.
| Join us for our second annual executive series starting on May 23. We will engage in spotlight discussions with senior leaders from a range of industries with exposure to the booming US housing market, from financial institutions, home builders and housing REITs, to home improvement retailers, and real estate brokers |
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Agenda13:30 - 14:00EDT
Continued developments in the non-QM mortgage market in an increasingly volatile environment
- How non-Qualified Mortgage (QM) volumes will fare in a rising rate/high inflation environment
- Non-QM performance trends and key takeaways from the COVID-19 stress experience
- Key risks and changes in the non-QM market going forward
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SpeakersPhilip Kibel Associate Managing Director Corporate Finance Group, CRE-REITs and Gaming Moody’s Investors Service
Ernest M. Freedman Executive Vice President and Chief Financial Officer Invitation Homes
Dane Smith Senior Managing Director & President of Verus Mortgage Invictus Capital Partners
Sonny Weng Vice President-Senior Credit Officer, RMBS, Structured Finance Moody's Investors Service
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Dane Smith is a founding member of Invictus Capital Partners; an alternative asset manager focused on real estate credit. At Invictus, Dane is a member of both the Management and Investment Committees and is responsible for identifying and sourcing new investment opportunities and overseeing portfolio management activities. He is also the President of Verus Mortgage Capital, Invictus’ affiliated operating company that sources, diligences, finances, and acquires investments for Invictus managed investment funds. Dane is responsible for the management of all Verus business units, including Credit, Operations, Capital Markets, Finance, and Sales. He received a B.E., magna cum laude, from Vanderbilt University, with dual majors in Chemical Engineering and Mathematics
Sonny Weng is a lead analyst in Moody’s Investors Service Residential MortgageBacked Securities Group. Mr. Weng has been primarily responsible for credit risk analysis of structured finance transactions including single-family rental (SFR) and U.S.residential mortgage-backed securitizations (RMBS). Prior to joining Moody’s, Mr.Weng worked at Interactive Data Corporation as a Structured Securities Analystevaluating mortgage-backed securities and HSH Investment Management as a portfolio manager/analyst managing a portfolio of mortgage-backed securities.
Ernest M. Freedman has served as Executive Vice President and Chief Financial Officer of Invitation Homes since October 2015. Mr. Freedman previously served as Executive Vice President and Chief Financial Officer of Apartment Investment and Management Company (“Aimco”) from 2009 to 2015. Mr. Freedman joined Aimco in 2007 as Senior Vice President of Financial Planning and Analysis and served as Senior Vice President of Finance from February 2009 to November 2009, where he was responsible for financial planning, tax, accounting and related areas. From 2004 to 2007, Mr. Freedman served as Chief Financial Officer of HEI Hotels and Resorts. From 2000 to 2004, Mr. Freedman was at GE Real Estate in a number of capacities, including operations controller and finance manager for investments and acquisitions. From 1993 to 2000, Mr. Freedman was with Ernst & Young, LLP, including one year as a senior manager in the real estate practice. He is a member of the board of directors of CA Student Living, a student housing developer and investment management company. Mr. Freedman is a certified public accountant.
Philip M. Kibel is an Associate Managing Director in the CRE-REIT team at Moody’s Investors Service, where he manages a team that focuses on the ratings of real estate investment trusts (REITs) and real estate operating companies (REOCs). The team rates issuers from Canada through Latin America.
Prior to joining Moody’s, he was a Vice President with W. P. Carey & Co. LLC (WPC), a publicly-traded real estate investment company that specializes in corporate real estate financing using the corporate net-lease, or sale-leaseback structure. Philip was previously associated with Goldman, Sachs & Co., where he researched and implemented estate tax planning for the general partners of Goldman, Sachs and created trusts to provide heirs with financial security. In addition, he published internal reports summarizing the estate and gift tax laws of Japan, Hong-Kong and Germany.
Philip, a New York Certified Public Accountant, is a member of the American Institute of Certified Public Accountants. He received a BS in Accounting from Lehigh University and also holds an MBA in Finance from Columbia Business School
Philip M. Kibel is an Associate Managing Director in the CRE-REIT team at Moody’s Investors Service, where he manages a team that focuses on the ratings of real estate investment trusts (REITs) and real estate operating companies (REOCs). The team rates issuers from Canada through Latin America.
Prior to joining Moody’s, he was a Vice President with W. P. Carey & Co. LLC (WPC), a publicly-traded real estate investment company that specializes in corporate real estate financing using the corporate net-lease, or sale-leaseback structure. Philip was previously associated with Goldman, Sachs & Co., where he researched and implemented estate tax planning for the general partners of Goldman, Sachs and created trusts to provide heirs with financial security. In addition, he published internal reports summarizing the estate and gift tax laws of Japan, Hong-Kong and Germany.
Philip, a New York Certified Public Accountant, is a member of the American Institute of Certified Public Accountants. He received a BS in Accounting from Lehigh University and also holds an MBA in Finance from Columbia Business School
Ernest M. Freedman has served as Executive Vice President and Chief Financial Officer of Invitation Homes since October 2015. Mr. Freedman previously served as Executive Vice President and Chief Financial Officer of Apartment Investment and Management Company (“Aimco”) from 2009 to 2015. Mr. Freedman joined Aimco in 2007 as Senior Vice President of Financial Planning and Analysis and served as Senior Vice President of Finance from February 2009 to November 2009, where he was responsible for financial planning, tax, accounting and related areas. From 2004 to 2007, Mr. Freedman served as Chief Financial Officer of HEI Hotels and Resorts. From 2000 to 2004, Mr. Freedman was at GE Real Estate in a number of capacities, including operations controller and finance manager for investments and acquisitions. From 1993 to 2000, Mr. Freedman was with Ernst & Young, LLP, including one year as a senior manager in the real estate practice. He is a member of the board of directors of CA Student Living, a student housing developer and investment management company. Mr. Freedman is a certified public accountant.
Dane Smith is a founding member of Invictus Capital Partners; an alternative asset manager focused on real estate credit. At Invictus, Dane is a member of both the Management and Investment Committees and is responsible for identifying and sourcing new investment opportunities and overseeing portfolio management activities. He is also the President of Verus Mortgage Capital, Invictus’ affiliated operating company that sources, diligences, finances, and acquires investments for Invictus managed investment funds. Dane is responsible for the management of all Verus business units, including Credit, Operations, Capital Markets, Finance, and Sales. He received a B.E., magna cum laude, from Vanderbilt University, with dual majors in Chemical Engineering and Mathematics
Sonny Weng is a lead analyst in Moody’s Investors Service Residential MortgageBacked Securities Group. Mr. Weng has been primarily responsible for credit risk analysis of structured finance transactions including single-family rental (SFR) and U.S.residential mortgage-backed securitizations (RMBS). Prior to joining Moody’s, Mr.Weng worked at Interactive Data Corporation as a Structured Securities Analystevaluating mortgage-backed securities and HSH Investment Management as a portfolio manager/analyst managing a portfolio of mortgage-backed securities.