The HEQ Conference draws industry executives and professionals who deliver home equity products to enable retirement funding through traditional and non-traditional means.

This event attracts professionals in home equity lending, reverse mortgages, financial institutions, institutional investors, capital markets, title companies, technology firms, law firms and loan officers delivering these products to the marketplace.

Event Details

Hours
8:30 am - 4:00 pm
Location
311 W Monroe St Chicago, IL 60606
Who Attends
Reverse mortgage and equity access originators, lenders, investors and service providers.
Dress Code
Business Casual
Sponsor Options
Happy Hour on the eve of HEQ
Registered attendees are invited to a complimentary happy hour on June 17 from 6-8pm at Buddy Guy's Legends, 700 S Wabash Ave, Chicago, IL 60605. RSVP when you purchase your ticket.
Buy Tickets

Agenda

  • 8:30 - 8:35 AM
    Opening Remarks

  • 8:40 - 9:10 AM
    Session Coming Soon

    • Michael D. Kent
      President
      Liberty Home Equity Solutions, Inc.
  • 9:15 - 9:35 AM
    How Canada’s Reverse Mortgages Achieved Double-Digit Growth

    The Canadian reverse mortgage industry is booming, with its main player more than doubling its volume over the last five years. HomeEquity Bank CMO Yvonne Ziomecki shares reasons for its success and her take on the U.S. market for home equity access.

    • Yvonne Ziomecki
      CMO & EVP
      HomeEquity Bank
  • 9:40 - 9:50 AM
    HEQ Talk: American Advisors Group

    • Jesse Allen
      EVP, Alternative Distribution
      American Advisors Group
  • 9:55 - 10:15 AM
    Home Equity and the Growing Market for 55+ Plus Housing

    Bill Ness, founder of 55Places.com — an online database of more than 2,000 active adult communities — gives his take on the vast and growing market for 55+ housing and its aging consumers.

    • Bill Ness
      CEO & Founder
      55places.com
  • 10:15 - 10:45 AM
    BREAK

  • 10:45 - 11:05 AM
    Developing New Products for Home Equity Extraction: Lessons from the US and abroad

    Longbridge Financial CEO Chris Mayer discusses his entry into the reverse mortgage market, as well as insights into how international players are succeeding around the world with home equity extraction programs.

    • Chris Mayer
      CEO
      Longbridge Financial
  • 11:10 - 11:30 AM
    CEO Perspectives on New Private Products

    Hear from Reverse Mortgage Funding President David Peskin on how his company is innovating private reverse mortgage products to grow the home equity conversion market.

    • David Peskin
      President
      Reverse Mortgage Funding
  • 11:35 AM - 12:00 PM
    Reverse Mortgage Alternatives: Tapping into Home Equity With New Tools

    The market is exploding with alternative home equity tapping tools, and leaders from 2 new players in this space share why alternatives to debt-based lending are catching on with senior consumers.

    • Eoin Matthews
      CBO and Co-founder
      Point Digital Finance, Inc.
    • Jeffrey Glass
      CEO
      Hometap
    • Joe Cianciolo
      Vice President of Business Development
      Unison
  • 12:00 - 1:00 PM
    LUNCH

  • 1:00 - 1:10 PM
    HEQ Talk: ReverseVision

    • Joe Langner
      President
      ReverseVision
  • 1:15 - 1:35 PM
    Session Coming Soon

  • 1:40 - 2:10 PM
    What 1,000 Financial Planners Think of Reverse Mortgages

    CFPs can be an ideal referral source for originators, but they don’t often recommend using home equity in retirement. A new study asked 1,000 CFPs how that can change.

    • Craig Lemoine
      Financial Planning Program Director
      University of Illinois at Urbana-Champaign
  • 2:10 - 2:40 PM
    BREAK

  • 2:40 - 3:10 PM
    Session Coming Soon

  • 3:15 - 3:45 PM
    Wealthy Borrowers and Using Home Equity Strategically

    Growing numbers of affluent borrowers are seeing greater investment opportunities by employing substantial home equity. Learn how this emerging reality can be a major opportunity for the equity release business.

    • Steve Resch
      Vice President, Retirement Strategies Division
      Finance of America Reverse
Accommodations
Secure your overnight accommodations through our exclusive hotel block at the historic Palmer House Hilton.
Book Now

Frequently Asked Questions

Event Logistics

Purchases and Refunds