This panel during IMN's Mortgage Servicing Rights Fall Forum will focus on:

  • How are private equity firms, hedge funds, asset managers, REITs, and other institutional investors evaluating MSRs within broader fixed-income and alternative investment portfolios?
  • What acquisition strategies are proving most effective in today's market, including bulk purchases, flow agreements, co-investment structures, joint ventures, and platform acquisitions?
  • How are investors balancing yield, duration, prepayment exposure, financing costs, and operational considerations when constructing and managing MSR portfolios?
  • Where do investors see the most attractive opportunities across agency, government, non-agency, HELOC, and excess servicing assets, and how is investor demand evolving?
  • Beyond asset acquisition, what value-creation strategies—including financing optimization, servicing partnerships, technology investments, recapture initiatives, and portfolio repositioning—are driving returns in today's MSR market?

Moderator:

Speakers:

  • Richard Cooperstein, Director of Alliances & Policies, Andrew Davidson & Co.
  • Michael Lau, Managing Director, Bayview Asset Management
  • Larry Goldstone, President, Capital Markets & Lending, BSI Financial Services
  • Nikhil Malik, President & CEO, MAV - MSR Asset Vehicle
  • Rich McRedmond, Managing Director, CrossCountry Mortgage

Time: 10:30-11:15 a.m. ET

Location: New York Hilton Midtown, 1335 6th Ave, New York, NY 10019

Event details