Session Format:
8:00 to 8:20 a.m. – Attendee arrival and informal networking
8:20 to 8:50 a.m. – On-stage panel discussion (approximately 30 minutes)
8:50 to 9:30 a.m. – Roundtable discussions with panelists joining attendees for open conversation

Themes:

• Understanding HEI Securitization: How the HEI market has evolved and the role of rating agencies in broadening institutional access
• Market Activity and Deal Flow: Growth of HEI securitizations, with 17 completed and potentially 18 by year-end, and key takeaways from recent transactions
• Investor Education and Entry Points: What investors new to HEI should understand about the asset class, structures, and risk profiles
• HEI as a Solution for Institutional Capital: Why institutional investors view HEI as a scalable, rated alternative to direct home equity exposure
• Comparative Market Insights: Parallels with other growing asset classes such as HELOCs and CPACE, and what these trends signal for HEI’s expansion
• Operational Foundations: The importance of servicing, subservicing, and backend infrastructure in supporting HEI securitizations