CONNECT by California MBA

CONNECT by California MBA

By The California MBABusiness
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CONNECT by California MBA episodes

  • Connect Episode 40 - Richard J. Andreano, Jr., Partner, Ballard Spahr
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 40th episode features Richard J. Andreano, Jr., Partner, Ballard Spahr. This episode covers a variety of topics including:
     
    4:15 - Let’s start with your background.  What led you into the legal field, and specifically to the world of financial markets, mortgage and regulation?
    6:41 - What has been the biggest challenge for you during the pandemic?
    9:24 - Regulation in the industry has obviously changed quite a bit over the past few decades – what is perhaps the most under-appreciated law/case/regulatory action that has had a major impact on the industry in that time?
    13:03 - Where do we stand with the legal challenges to the CFPB?
    17:37 - What do you anticipate the CFPB’s agenda to look like next year? How might that change if we have a President Biden or President Trump?
    20:56 - Where are we at with QM/GSE patch?  What impact on the industry next year?
    24:04 - What can/should lenders do now to be ready for the next year’s priorities from the CFPB?
    29:34 - How crucial are industry advocacy efforts right now, both at the state/national level (California MBA and the MBA)?
     
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    35 min
  • Connect Episode 39 - Ben Miller, Co-Founder, SimpleNexus
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 39th episode features Ben Miller, Co-Founder, SimpleNexus. This episode covers a variety of topics including:
     
    2:04 - What’s your background?  What led you to SimpleNexus?
    9:37 - What was the biggest challenge in helping to start a company?  Advice for aspiring mortgage industry entrepreneurs?
    12:30 - What challenges/opportunities are you working through as the company expands and scales, particularly during the pandemic and refi boom? 
    16:36 - Lending has always been a relationship business. How has the pandemic affected originators’ ability to network with purchase referral partners?  
    23:10 - Where are some of the gaps in mortgage tech now?
    26:58 – Let’s talk advocacy - how crucial is it for companies in the industry to support organizations like the California MBA?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    31 min
  • Connect Episode 38 - Michael Pfeifer, Of Counsel, Kirby & McGuinn, California MBA General Counsel
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 38th episode features Michael Pfeifer, Of Counsel, Kirby & McGuinn, California MBA General Counsel. This episode covers a variety of topics including:
     
    2:33 - What’s your background?  How did you get started and what led you to the mortgage industry?
    18:36 - What has been your biggest challenge or most rewarding victory as an attorney in the industry?
    28:44 - What case or cases are you keeping an eye on right now?
    36:50 – What’s the state of regulation right now?
    42:11 – Give us one piece of practical advice for lenders to reduce their liability
    43:40 – How important is it to support groups like the California MBA?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    48 min
  • Connect Episode 37 - Cody Charfauros, Principal/Managing Director, Slatt Capital
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 37th episode features Cody Charfauros, Principal/Managing Director, Slatt Capital. This episode covers a variety of topics including:
     
    2:43 - Let’s start with your background – how did you get into the business, and what led you to Slatt Capital?
    5:28 - How is the company – how are you – coping with the changes from COVID-19, specifically the face-to-face nature of the commercial real estate finance industry?
    8:01 - What changes do you see as permanent?
    10:05 - What’s the overall state of the market right now?
    13:50 - Gov. Newsom just announced that he’s extended the ability of local governments to enact local commercial rent moratoriums until March 2021. How do you anticipate that might impact the market?
    17:42 - Speaking of impacts on the market, what do you see having the most impact on the health of the market in 2021?
    21:28 - Let’s go back to the election for a moment – we’ve got two big ballot initiatives this year in CA – Prop 15 (“split roll” tax) and Prop 21 (rent control).  What’s your take on the potential impact those could have on the market?
    27:14 – It’s Membership Month at the California MBA (go to www.JoinCMBA.com to get 15% off your first-year dues!) – what would you say to a colleague who is on the fence about joining?
    https://noonprop15.org/
    https://noonprop21.org/
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    31 min
  • Connect Episode 36 - Alex Kutsishin, Co-Founder, CEO & Chief ROI Booster, Sales Boomerang
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 36th episode features Alex Kutsishin, Co-Founder, CEO & Chief ROI Booster, Sales Boomerang. This episode covers a variety of topics including:
     
    4:05 - Let’s start with your background – how did you get into the business, and what led you to co-found Sales Boomerang?
    10:36 - What was the problem that you saw that needed fixing?
    17:34 - What was the biggest challenge you faced starting a new business
    24:18 - How is Sales Boomerang managing through the COVID-19 reality and craze of the refi boom?
    29:45 - If I’m an LO, what should make me excited about increasing automation, instead of worrying about being replaced?
    34:00 - What does the borrower experience look like in 5 years?
    38:49 - What would you say to someone in the mortgage business that wants to get themselves more “out there” on social media but is intimidated or overwhelmed at what to do first?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    45 min
  • Connect Episode 35 - Joe Langner, President, ReverseVision
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 35th episode features Joe Langner, President, ReverseVision. This episode covers a variety of topics including:
     
    4:04 - What’s your background?  How did you get started on the reverse side of the business, and what drew you to ReverseVision?
    7:55 - With all the focus in the industry right now seemingly on the refi boom, what is the state of the market on your side?
    11:03 - Are there particular challenges that the pandemic has caused for reverse mortgage firms and consumers? 
    15:17 - How has the company adapted to the new WFH reality, and how have you maintained company culture in this environment?
    19:48 - How has the government’s response to the pandemic helped/hurt the reverse mortgage business?
    22:30 - What is the state of technology for reverse lending right now?
    27:21 - How different is creating/building the borrower experience for reverse lenders?
    30:38 - What is the biggest technology change that you foresee on the horizon for reverse lenders?
    34:02 - What’s one thing that the forward side of the business doesn’t know about reverse mortgages that they should know?
    36:11 - How do you see ReverseVision evolving in the future to meet the needs of the mortgage market in general?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    40 min
  • Connect Episode 34 - Gary Clark, COO, Sierra Pacific Mortgage
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 34th episode features Gary Clark, COO, Sierra Pacific Mortgage. This episode covers a variety of topics including:
     
    3:32 - What’s your background?  How did you get in the industry and end up at Sierra Pacific?
    5:37 - How has the company adapted to the pandemic and the California wildfires?
    7:28 - How are you maintaining company culture?
    9:45 - What changes do you think are permanent?
    11:19 - What economic indicators are you looking at these days to make plans for the future?
    13:13 - How are you and SPMC preparing for that eventual shift and rebalancing between refi/purchase business?
    15:17 - What is the biggest “unknown” that keeps you up at night?
    16:46 - What is the biggest priority or initiative that RESBOG is working on these days?
    20:15 - How crucial is industry advocacy right now?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    24 min
  • Connect Episode 33 - David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc.
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. We are joined by David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc. This episode covers a variety of topics including:
     
    6:52 - What’s your backstory? How did you get started in the industry and what led you to start the company?
    9:24 - What’s the state of the industry like right now, from your perspective?
    16:14 - What impact do you think the new SoFi Stadium will have on the market in Hollywood Park?
    19:00 - How has the company and the commercial valuations industry adapted to the COVID-19 environment?
    26:42 - What impact do you think the split-tax roll and rent control ballot measures would have on the market and economy if they pass in November?
    30:31 - You’ve always been a big supporter of industry groups like LAMA, the MBA and the California MBA – why?
    33:32 - Leave us with some advice for CRE pros to thrive in the current environment – what can they do right now?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    40 min
  • Connect Episode 32 - Brena Nath, HW+ Managing Editor, HousingWire
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 32nd episode features Brena Nath, HW+ Managing Editor, HousingWire. This episode covers a variety of topics including:
     
    5:13 - What’s your backstory?  How did you wind up at HousingWire?
    10:45 - What are the challenges facing journalists in general in 2020? Is it the crush of never-ending breaking news, or social media demands, or something else?
    13:05 - What are the differences or unique challenges for industry/trade publications compared to general publications?
    15:52 - What are you hearing about the state of the market right now?
    21:44 - Do you have any tips for companies in dealing with reporters/media?
    25:39 - What about some common misperceptions/myths about reporters/media?
    29:41 - Do you have any advice for companies on how to break through the noise and get your voice heard?
    33:06 - What about media/crisis management – some tips on how to survive scandal in 2020?
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    39 min
  • Connect Episode 31 - Dave Zitting, Co-Founder, Chief Lending Officer, Avenu Technologies
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 31st episode features Dave Zitting, Co-Founder, Chief Lending Officer, Avenu Technologies. This episode covers a variety of topics around the mortgage industry including the following:
     
    4:12 - What's your background?  How did you end up starting Avenu?
    9:35 - What was the biggest challenge in starting a new tech company in the real estate/finance sector? 
    12:46 - How has the pandemic changed or adjusted your strategy? 
    15:10 - What economic indicators are you keeping an eye on right now? 
    20:44 - What's your take (as a former IMB CEO) on the state of mortgage technology? Do we need more tech or need to better utilize what's out there? 
    28:21 – What does the ideal homebuyer experience look like in 5 years? 
    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    37 min

About CONNECT by California MBA

From the publisher's feed

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry.