MFA Financial Inc at KBW Mortgage Finance & Asset Management Conference Transcript

May 30, 2019

May 30, 2019 / 06:20PM GMT
Frederick Lloyd Cannon - Keefe, Bruyette, & Woods, Inc., Research Division - Global Director of Research, Chief Equity Strategist and EVP

Why don't we get started? This next panel is a deep dive on residential credit. More than a decade following the financial crisis, residential mortgage credit continues to be among the strongest-performing asset classes for investors, from seasoned Legacy Non-Agency MBS to reperforming and nonperforming loans, to more nascent strategies like Non-QM and fix and flip loans. The credit has generally performed well, and residential mortgage REITs, including the 3 companies and senior leadership up here today, have been instrumental in unlocking that value for shareholders.

Here to discuss some of those opportunities and other credit-sensitive strategies, too, are to my immediate left and going down the line, Craig Knutson; CEO of MFA; Jason Serrano, President of New York Mortgage Trust; and Sean Johnson, Deputy CIO of Western Asset Mortgage.

Questions and Answers:

Frederick Lloyd Cannon - Keefe, Bruyette, & Woods, Inc.,

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