Exclusive Networking Exchange
The Housing Exchange's inaugural Spring Summit unites leaders from across housing finance—attorneys, investors, servicers, and brokers—for a high-impact, exclusive day of candid dialogue, expert insights, and truly meaningful connections.
Designed exclusively for members and invited capital market and servicing partners.
Content currently under development. Sessions and times subject to change.
9:30 – 10:00 a.m.
Joint Networking
Collaborative Coffee Connect
An all-attendee opening networking break over coffee and light breakfast pastries, as an interconnected preamble to the day’s heady dialogue.
10:00 –10:35 a.m.
Joint Session
From Default to Disposition: New Legal Realities
Policy volatility, rate-suppressed demand, AI disruption, and surging distressed inventory are converging at once. This opening keynote frames the macro forces bearing down on every sector in the room and sets the strategic lens for the day.
Robert Sambursky, Esq., Stein Wiener & Roth, LLP
10:40 a.m. – 12:25 p.m.
LegalX Session
LegalX Roundtable I: Strategy, Risk, & Scaling in Today’s Market
An intimate, closed-door gathering that will serve as the first-ever assembly of LegalX members, guests, and invited industry partners, helping to lay the groundwork for the year ahead and a prime platform to consider key questions, including scaling challenges, new market opportunities, emerging technologies, CFPB expectations, operational bottlenecks, and how to overcome those challenges.
Moderator
Robert R. Hoose, President, Clunk Hoose Co., LPA
Panelists
Andi Holmes, President, LegalX
Robert Sambursky, Partner, Stein Wiener & Roth, LLP
Kelli Snowgren, Marketing & Client Relations, Codilis & Associates
Brian Vaughn, Senior Director of Marketing, McCalla Raymer Leibert Pierce, LLP
Attendees
Invited Servicing Industry Partners & LegalX Guests
12:30 – 1:00 p.m.
JOINT STRATEGIC NETWORKING LUNCH
A chef-curated plated lunch for all Summit attendees.
1:00 – 1:30 p.m.
Joint Networking Lunch
Keynote: An Essential Economic Outlook
A hard-hitting look at the market in the back half of 2026 and beyond, varying factors at play, and how we can all prepare for the economic storm ahead.
Nolan Turner, Executive, Carrington Mortgage Services
1:35 – 2:45 p.m.
LegalX Session
LegalX Roundtable II: Servicers on Compliance, Performance, & Market Alignment
LegalX Founding Firms and leading servicers engage in a candid and practical conversation on the present and future of servicing regulations, compliance, and more, including:
Panelists
Christian Etienne, Principal Consultant, XIIX National
Bill Colbeck, Head of Product Management, LoanDepot
Stephen Gabbard, VP, Default Servicing, Colonial Savings
Lara Hall, SVP, Selene Finance
Ty Miller, Managing Director, Annaly Capital Management
Nolan Turner, Managing Director, Carrington Mortgage Services
In Attendance
LegalX Founding Firms & Invited LegalX Guests
2:45 – 3:00 p.m.
Networking Break
3:00 – 3:45 p.m.
Joint Session
The Freddie Mac Fireside Chat
A candid, behind-the-scenes conversation on the evolving REO landscape. This fireside chat will give attendees real-time insight into inventory trends, performance expectations, and the strategic decisions shaping opportunities in today’s market.
Eric Will, Senior Director, Freddie Mac
Sharon Bartlett, Executive Director, REO Alliance
3:50 – 4:45 p.m.
LegalX Session
LegalX Roundtable III: Litigation, Innovation, & What's Next
A candid closing conversation among LegalX founding firms, industry leaders, and invited guests, examining what it means to lead a high-performing practice in a market defined by rising volume, regulatory complexity, and rapid change. This session goes beyond operations to explore the strategic decisions, vendor relationships, and technology investments shaping the next generation of housing finance law.
Moderator
Brian Vaughn, Senior Director of Marketing, McCalla Raymer Leibert Pierce, LLP
Panelists
Andi Holmes, President, LegalX
Robert R. Hoose, President, Clunk Hoose Co., LPA
Robert Sambursky, Partner, Stein Wiener & Roth, LLP
Kelli Snowgren, Marketing & Client Relations, Codilis & Associates
In Attendance
Invited Servicing Industry Partners & Guests
4:50 – 6:30 p.m.
Joint Networking Event
CLOSING COCKTAIL RECEPTION
Close out the high-impact day of dialogue as you unwind over elevated barcraft and hors d'oeuvres alongside peers, colleagues, clients, and experts, while making final, critical business connections.
