Hear From the Following Experts

Presented by:                                                                                           

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Kathleen Caswell, CMB, AMP, Past Chair Massachusetts MBA, Account Executive, Freddie Mac

Kathleen Caswell, CMB, AMP joined Freddie Mac in 2001 as a Regional Account Executive. For the last eight years Kathleen has served community lenders in New England, New York and New Jersey. As an Account Executive, Kathy is responsible for managing and building relationships with Freddie Mac’s Seller Servicers. Her commitment to education includes training on relevant programs, industry insight and operational and marketing strategies that keep lenders up-to-date.

Kathy is a Past Chair of the Massachusetts Mortgage Bankers Association and a Past President of the Massachusetts Mortgage Bankers Foundation. She is a past President of the Rhode Island Mortgage Bankers Association. Kathy earned both her Certified Mortgage Banking Certification and is an Accredited Mortgage Professional.

Kathy is a graduate of Pennsylvania State University and continues to reside in Rhode Island.

 



Peter W. Fickeisen,  Director of Business Development, Luxury Mortgage Corp

Pete Fickeisen Headshot Final RetouchedPeter W. Fickeisen joined Luxury Mortgage Corp. in February 2017 as Director of Business Development. In this capacity, Mr. Fickeisen serves on the company’s Production Leadership Committee and is responsible for helping to integrate best practices across the firm’s national sales cycle spectrum. Based in Massachusetts, Fickeisen is also widely recognized as one of the top mortgage originators in the U.S. He has earned an elite status as a Top 200 loan officer by Scotsman Guide from 2011-2016.

During his impressive 14-year career, Fickeisen has successfully facilitated thousands of residential mortgage loans, amounting to over $800 million in total volume. He has worked to develop programs with the State of Massachusetts for first time homebuyers.

Peter’s philosophy is always put his clients’ needs first and maintain close relationships with them after their loans close. He believes he should serve a client and their extended family for life. Before entering the mortgage industry, Fickeisen worked in the winter sports business, where he helped pioneer ski and snowboard helmets around the world. His involvement was primarily with the management of pro athletes, marketing and sales. Peter lives on the South Shore with his wife, 3 boys and golden retriever. He is an avid boater, skier, and loves to attend the games of his favorite Boston sports teams. He serves on the Board of Directors for Marshfield Youth Flag Football, has helped raise money for Home for Our Troops and the Home for Little Wanderers.

 


Juliet Gil, Owner and Lead Investigator, Nonverbally Speaking LLC

JulietGil_NonverballySpeaking_headshot_webJuliet Gil has researched Nonverbal Communication and Body Language since 2011. Extensive experience as Marketing Director for various Construction companies. Inspired to learn the best applicable strategies to overcome issues regarding truth, confidence, being heard and taken seriously. Challenged by insecurities in gauging intent, strength in relationships and effective communication, the next step begun by applying Body Language.

Launched Nonverbally Speaking LLC to train companies, coach individuals and groups to achieve goals through the power of Body Language; designed to thrive in every industry. Through a variety of fun, informational, and not-easy-to-forget formats such as Keynote Presentations, Workshops, Coaching Packages and Retreats.

Juliet has accredited training and certifications to provide science-based principles that can be applied right away, including Science of People. Workshops and programs are developed to increase influence levels by improving and learning charisma, presence, perceptiveness, leadership, first impressions and deception detection skills. Science-based, practical training! Juliet is a passionate investigator of human behavior to teach how to interpret and decode nonverbal cues.

 



Ben Giumarra, Director, Spillane Consulting Associates, Inc.

Ben specializes in regulatory compliance and mortgage lending. His responsibilities at Spillane Consulting include coordination of company efforts to provide compliance audits and consulting services. He is generally knowledgeable with all regulations affecting Spillane Consulting’s clients, but specializes in how regulatory changes post-2010 have affected mortgage lenders. He commonly tackles projects related to loan originator compensation, Flood requirements, ability-to-repay/qualified mortgage standards, TRID compliance, vendor management, fair lending, and adapting to the upcoming HMDA rule changes. His pro-activeness allows clients to think strategically about compliance-related decisions and avoid “regulatory brain freeze,” where decisions are made solely to ensure compliance and without regard to customer service, operational efficiency, or other general business principles.

Ben serves on the Legal and Regulatory Compliance Committee for the Mortgage Bankers Association of America, the Board of Directors and the Compliance Committee for the Massachusetts Mortgage Bankers Association, and the Legal and Compliance Committee for the Massachusetts Bankers Association. Ben is a regular speaker on compliance topics for various trade groups. He authors a weekly compliance e-newsletter that is delivered to 4,000+ recipients and has a regular column in the Banker & Tradesman on regulatory compliance and legislative updates.

Ben is a magna cum laude graduate of  Boston University School of Law. Before joining Spillane Consulting he was granted membership to the Florida Bar Association, served in a judicial clerkship in Delaware, and worked in private law in Atlanta, Georgia. He makes his home in Rochester, Massachusetts with his wife Devyn and daughter Hazel. 

 


Michael P. Krone, Esq., Vice President & Chief Operating Officer, Kriss Law / Atlantic Closing & Escrow, LLC

Michael Krone is Currently Vice President & Chief Operating Officer of Kriss Law / Atlantic Closing & Escrow, LLC, high volume real estate conveyancing firms headquartered in Needham, Massachusetts with offices along the Eastern Seaboard. Mike oversees the management and operation of title and escrow services of over 12,000 residential real estate closings and $6.5 billion in annual fundings. Prior to joining Kriss Law and founding Atlantic Closing & Escrow Mike was Vice President, Special Counsel and Manager of Massachusetts operations for a Fortune 200 title insurance company.

Mike was also the CEO & Founder of ClosingCounsel.com, where he worked with in-house developers to build a successful company specializing in web based real estate closing applications benefiting lenders and closing agents. Mike has lectured on real estate law and practice to thousands of Realtors, Lawyers and Lenders.

 

 


 

Greg Bird, Economist, the New Hampshire Center for Public Policy Studies


Greg Bird is an economist at the New Hampshire Center for Public Policy Studies. Prior to joining, Greg was the Policy Analyst at the New Hampshire Fiscal Policy Institute, where he produced analyses on the New Hampshire economy, the state’s budget, and poverty in the Granite State. Between 2011 and 2014, Greg was an economist in the West Chester, PA office of Moody’s Analytics, analyzing U.S. regional economies as well as the U.S. housing market. He received his master’s degree in economics from Temple University and his bachelor’s degree in political science from Muhlenberg College.

 

 


 

Albert Saiz, Director, Center for Real Estate, MIT

Professor Albert Saiz is the Daniel Rose Associate Professor of Urban Economics and Real Estate at the Massachusetts Institute of Technology, and the Director of the MIT Center for Real Estate.

Professor Saiz also serves as the Director of MIT’s Urban Economics Lab, which conducts research on real estate economics, urban economics, housing markets, local public finance, zoning regulations, global real estate, and demographic trends affecting urban and real estate development worldwide. He teaches in both the MIT Urban Planning and Real Estate programs.

Before joining MIT, Saiz was a Research Economist at the Federal Reserve Bank of Philadelphia, and an award-winning Assistant Professor of Real Estate and Economics in the MBA Core Program at The Wharton School at the University of Pennsylvania.

Saiz currently serves as a Visiting Scholar at the Federal Reserve Bank of Philadelphia; a Research Fellow at the Institute for the Analysis of Labor (IZA – Bonn, Germany); a Board Member at the American Real Estate and Urban Economics Association, and as a Research Advisor for Buildzoom.com. He is also an Editor of the Journal of Housing Economics. He holds a BA in economics from Universitat Autonoma de Barcelona (1995) and a PhD in economics from Harvard University (2002).

 


Eric Stevens, Sales & Marketing Director, QuickSilva Real Estate Law, Title, and Closing Services

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Eric Stevens is the Sales & Marketing Director for QuickSilva Real Estate Law, Title, and Closing Services. He is passionate about the client experience and the impact it has on their lives. Never being content with the status quo, Eric is constantly looking for new and innovative ways to impact clients, business partners, and employees.

 

 

 


Paul Yorkis, President, MAR

Paul Yorkis is the 2017 President of the 24,000-member Massachusetts Association of Realtors® (MAR) and President of Patriot Real Estate in Medway, Mass.

Prior to being installed as President, Yorkis was the 2016 president-elect. Before joining the MAR Leadership Team, Yorkis served as the MAR Government Affairs Vice President. In his role as President, Yorkis is a member of the Executive and Finance Committees and member of the MAR Board of Directors. Yorkis is also the Federal Political Coordinator for Congressman Joe Kennedy of Massachusetts’s 4th congressional district. In 2011, Yorkis was named Massachusetts Realtor® of the Year.

At the local level, Yorkis was a member of the Board of Director for the Greater Boston Real Estate Board. He is a member of the Professional Standards Committee and chair of the Citation Task Force Yorkis is also a Certified Professional Standards Mediator for Greater Boston Association of Realtors®.

At the national level, Yorkis is a member of the National Association of Realtors Board of Directors and a member of the State and Local Issues Policy Committees. He is also a founding member of the Charitable Foundation Roundtable Exchange, and past Director of the Disaster Relief Foundation.

A Realtor® since 1991, Yorkis has earned the Loss Mitigation (LMC) Certification, Senior Real Estate Specialist (SRES) and the Certified Buyers Representative (CBR) professional designation. He is also a licensed real estate instructor.


 

Kevin Bartlett, Sr. Data Specialist, The Warren Group

Post-graduation, Kevin worked for many years in construction and commercial/industrial development in Northern New England.  This work included many forays into community and state regulatory negotiations and process and provided an excellent understanding and working relationships with the public sector.

In the early nineties, Kevin became part of Real Data Corporation in Manchester NH, a publishing entity for the financial and real estate industries.   Duties here very quickly involved development and servicing to the public sector as well.  Real Data had been providing data for years to the NH DRA and it now developed and implemented a full state-wide Electronic Equalization (EQ) process contracted to the DRA.  Kevin’s duties included the outreach and training of all NH town and DRA personnel along with the annual sales study completion.

The EQ process led to excellent cooperative relations and understanding of how important real estate data is to all aspects of the economic community, both public and private.  Real Data completed the first Statewide parcel data set as the baseline for attributing all other transactional activities such as mortgages, sales, liens, distress Etc.

In late 2014 Real Data was acquired by The Warren Group, thus increasing their service area to all of New England.  Kevin became part of The Warren Group team and is expanding efforts into both VT and ME to gather and complete the Parcel sets to provide comparable service as it currently services CT, MA, NH and RI.


Timothy Warren, Jr., CEO, The Warren Group

As one of New England’s foremost real estate thought leaders, Tim Warren will take you through The Warren Group’s extensive sales and property data. By combining the most up-to-date real estate statistics, framed with an in-depth historical perspective, you will start to see a one-of-a-kind illustration of the current marketplace. Mr. Warren’s session will address pressing questions, including when the significant effects of the foreclosure crisis will subside and how inventory levels will replenish themselves in the coming years.

Timothy M. Warren Jr., CEO of The Warren Group, is the fourth generation of family ownership and management. A graduate of Bowdoin College, Tim joined the family business in 1973, rose to president in 1988, and CEO in 2004. He has played a vital role in extending the company’s comprehensive real estate database, growing its publishing and events business and expanding public relations efforts.

Mr. Warren is a regularly shares his analysis of real estate issues to major news outlets, including The Boston Globe and Boston Herald; radio stations WBUR and WBZ; and television, including appearances on Fox 25 News, NECN Business, The Chronicle (WCVB) and the Emily Rooney Show (WGBH). Tim serves on the advisory board of the Rappaport Institute for Greater Boston and the Family Business Association Advisory Council.


Jonathan White, President, Blue Door Mortgage

Jonathan White has over 24 years of experience in the mortgage industry and is President of Blue Door Mortgage located in Newton Centre, Massachusetts. After working as a top producing loan officer for a few mortgage companies, Jonathan decided to start Blue Door Mortgage in December 2006, and has been consistently ranked as one of the top 1% of mortgage originators in the country.  Jonathan enjoys running his own company, especially speaking to his clients directly throughout the application process. He obtains the majority of his business from his clients, and strives to surround himself with the best staff, lenders, real estate attorneys and vendors, while always trying to offer his clients the lowest rates and most competitive programs.  He earned a B.A. degree in economics from The University of Massachusetts in Amherst.

 


Vikas Selhi, Vice President – Loan Origination, Leader Bank

Vikas Selhi joined Leader Bank in 2007 and has been one of the banks top producers since. He has been in the mortgage industry for over a decade and prides himself on his strong production and customer first approach.  Vikas a dynamic professional, having a core competency in Sales & Marketing, takes an educational approach to lending and ensures that expectations are set up front and that customers fully understand the process. “My approach creates happy people and happy people refer friends”

Vikas was formally educated in India where he earned his MBA.  After school Vikas joined a multi-national Bank in India where he learned the practical application of his studies. In 2007 he migrated to the United States and join Leader Bank in the same year, after joining Leader Bank he found his passion for lending. Vikas’ personal production is very strong – in 2016 he personally closed 322 Loans or $106,318,905. Since 2010 Vikas has closed over 2000 loans in excess of $620,000,000.  In addition to his own staggering personal production Vikas oversees a team of Loan Officers and has used his experience to help create and foster a successful environment on Leader’s corporate Loan Officer team.



Anthony Lamacchia, Broker/Owner, Lamacchia Realty


Anthony Lamacchia is broker/owner and CEO of Lamacchia Realty and is a lifelong resident of Watertown, Massachusetts. He started as a real estate agent in 2004 after spending his childhood and early adult life working at his father’s landscaping and construction company. Lamacchia serves on many committees and groups within the Realtor organization, including the Zillow Advisory Board. He was the No. 1 Realtor by sales in Massachusetts for several years and ranked in the top 100 in the country since 2011, prior to switching out of a team model and into a more traditional brokerage in 2015.

 

 



Michael Lord, Esq. The Law Offices of Sonja B. Selami

Michael Lord, Esq. has more than 10 years of legal experience serving the real estate community in eastern Massachusetts. As a former Realtor, Mr. Lord is an expert on the many facets of the real estate industry. Mr. Lord works at the Law Offices of Sonja B. Selami, P.C., where he specializes in Residential real estate transactions, finance, purchase and sale of single families, condominiums and multi-family properties. Lord continues to conduct title examinations, negotiate and draft purchase and sale agreements, advise clients on environmental, zoning and regulatory compliance as well as conduct closings.