HEI and RTL Panel

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Join us June 11 for Home Equity Investments and Residential Transition Loans

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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.

About Morningstar DBRS

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.

Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

Morningstar DBRS is the next generation of credit ratings.