HEI and RTL

Date: June 11, 2025
Location: Katten Muchin Rosenman LLP, 50 Rockefeller Plaza, New York
Time: 3 p.m. EDT

You're invited to join Morningstar DBRS at the Katten offices on June 11 as we spotlight home equity investments and residential transition loans and explore the unique opportunities and risks within these fast-growing asset classes.

The discussion will be moderated by Katten partner Seth Messner and will feature expert analysis from Morningstar DBRS sector leads Corina Gonzalez and Derek Moran.  

Learn about Morningstar DBRS’ first-to-market rating criteria for HEI and RTL issuance, factors driving origination volume, and more. Then join us for cocktails afterwards, where you'll have the chance to network with industry leaders. 

Topics to be discussed include: 

• An overview of the sectors, highlighting the unique features of HEIs and RTLs compared to traditional residential mortgage loan transaction structures 
• Key considerations when evaluating HEI and RTL securitizations 
• Conditions of the U.S. housing market and the impact on the long-term growth trajectory of the sectors

Add this event to your calendar

 

Agenda

3 p.m.	Registration and Coffee
3:30 p.m.	Panel: HEI
	Seth Messner, Moderator Partner, Katten Muchin Rosenman LLP
	Derek Moran SVP, US RMBS Ratings, Morningstar DBRS
	Craig Sedaka Portfolio Manager, Libremax
	Mark Ginsberg Securitized Products Origination, Barclays
	Timothy Carr CIO, Saluda Grade
4:15 p.m.	Q&A
4:30 p.m.	Panel: RTL
	Seth Messner, Moderator Partner, Katten Muchin Rosenman LLP
	Corina Gonzalez AMD, US RMBS Ratings, Morningstar DBRS
	Arvind Mohan CEO, Kiavi
	Michael Peerson President, CoreVest
	Robert Wasmund Founder and CEO, Ascent
	Maksim Stavinsky Co-Founder and CEO, Roc360
	Jim Egan MD, Morgan Stanley
5:15 p.m.	Q&A
5:30 p.m.	Reception and Networking

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Registration

Fill out the form to the right and click Register Now. You'll receive a confirmation email from usevents@morningstar.com containing a calendar link and event details.

 

Venue

This event will take place at Katten Muchin Rosenman LLP, 50 Rockefeller Plaza, New York, 10020.