Professional Development Sessions
Last fall, Mortgage Professionals Canada & ONMICA (Ontario Mortgage Investment Companies Association) hosted an exclusive, sold out MIC session and trade show attended by more than 400 mortgage professionals; and featured 21
Mortgage Investment Entities*.
We are very pleased to be hosting two of these events this spring, one in Ottawa, the other in Toronto!
Do you want to know what vast array of products MIC lenders offer?
Do you have a lender solution for every type of deal and borrower?
Be at the top of your game in the constantly changing mortgage industry and find out what 400 mortgage professionals learned last fall. Every MIC is different and you need to know why to ensure your deals close and your borrowers get the more suitable product for them.
MICs (Mortgage Investment Corporations) have become a go-to mortgage solution provider for mortgage agents, however not all MICs are the same. This year’s event will provide you with a thorough understanding of the full range of products offered by MICs and how they differ from private lenders.
Bring your deal to this unique event and find out how many of these MICs can offer solutions you may not have known existed!
*MIE = Mortgage Investment Entity that qualifies under a MIC under CRA guidelines.
Attend this unique event where you will discover various ways that MICs can assist you with funding your latest deals and stay ahead of the game by gaining insight into how submissions are best presented to this type of niche lender.
Event MC is Andrew McCreath.
Andrew is BNN Bloomberg's Markets Commentator, appearing on The Open and Weekly with Andrew McCreath. He has over 20 years in the investment business with seven as a sell-side analyst and 14 as portfolio manager. He helped start, build and sell two investment management businesses. First, in 1997 he was a founding shareholder of Synergy Mutual Funds and in 2004 he was the founding shareholder of Waterfall Investments, selling it to Sentry Investment in 2008. At Sentry, McCreath managed the Diversified Total Return mutual fund, winner of 2010 Lipper Award (Canadian focused equity category), and the Sentry Market Neutral Hedge Fund, winner of the 2010 Morningstar Canadian Investment Award for Best Relative Value Hedge Fund. In 2012, McCreath launched another asset management company, Forge First Asset Management.
AGENDA
| 9:30 am |
Registration and Refreshments |
| a |
|
| 10:00 am |
Opening remarks
Learn about ONMICA and the value of dealing with ONMICA members and the value of partnerships.
|
| a |
|
| 10:10 am |
The Art of the MIC Deal
Presented by Jared Morrison, Alta West Capital
Are you sending the right deal to the right MIC? Learn about the many different types of mortgage
products that MICs offer. Interest only? Amortization, customized terms, renewal and process? What do
you need to do to prepare a great package for a fast and smooth transaction? Most MIC Managers are
or were brokers so they understand the process. |
| a |
|
| 10:25 am |
Value Proposition of Dealing with MICs vs Individual Private Lenders
Presented by Reaza Ali, Fisgard Asset Management
What questions should you be asking your MIC lender? Your borrowers are relying on you to chose a
lender who will be professional, reasonable and ready to fund. Learn to work with a reputable
MIC who is compliant, in the business of lending full time and is well-funded.
|
| a |
|
10:40 am
|
Looking Under the Hood of a MIC
Presented by Nick Kyprianou, RiverRock Mortgage Investment Corp
Managing expectations and preparing your borrowers for a smooth transaction is critical for success.
By understanding your client needs, you can prepare them up-front with confidence. |
| a |
|
| 11:00 am |
MIC Manager Round Tables
Each table will have a 10 minute session with a MIC Manager who will rotate between tables
to introduce their products, parameters and review sample mortgage deals. They will also provide you
with a summary of their products and contact information. This is your chance to ask
questions in a small group setting. |
| a |
|
12:30 pm -
2:30 pm |
MIC Trade Show and Networking Lunch
Enjoy lunch and visit all the MIC booths - make sure you pick up your MIC exhibitor booklet
before you leave. |
Attend this unique event where you will discover various ways that MICs can assist you with funding your latest deals and stay ahead of the game by gaining insight into how submissions are best presented to this type of niche lender.
AGENDA
| 9:30 am |
Registration and Refreshments |
| a |
|
| 10:00 am |
Opening remarks
Learn about ONMICA and the value of dealing with ONMICA members and the value of partnerships.
|
| a |
|
| 10:10 am |
The Art of the MIC Deal
Presented by Rob Trager, Vault Mortgage Corp
Are you sending the right deal to the right MIC? Learn about the many different types of mortgage
products that MICs offer. Interest only? Amortization, customized terms, renewal and process? What do
you need to do to prepare a great package for a fast and smooth transaction? Most MIC Managers are
or were brokers so they understand the process. |
| a |
|
| 10:25 am |
Value Proposition of Dealing with MICs vs Individual Private Lenders
Presented by Reaza Ali, Fisgard Asset Management
What questions should you be asking your MIC lender? Your borrowers are relying on you to chose a
lender who will be professional, reasonable and ready to fund. Learn to work with a reputable
MIC who is compliant, in the business of lending full time and is well-funded.
|
| a |
|
10:40 am
|
Looking Under the Hood of a MIC
Presented by Nick Kyprianou, RiverRock Mortgage Investment Corp
Managing expectations and preparing your borrowers for a smooth transaction is critical for success.
By understanding your client needs, you can prepare them up-front with confidence. |
| a |
|
| 11:00 am |
MIC Manager Round Tables
Each table will have a 10 minute session with a MIC Manager who will rotate between tables
to introduce their products, parameters and review sample mortgage deals. They will also provide you
with a summary of their products and contact information. This is your chance to ask
questions in a small group setting. |
| a |
|
12:30 pm -
2:30 pm |
MIC Trade Show and Networking Lunch
Enjoy lunch and visit all the MIC booths - make sure you pick up your MIC exhibitor booklet
before you leave. |