Two Harbors Investment Corp at KBW Mortgage Finance & Asset Management Conference Transcript

May 30, 2019 / 01:20PM GMT
Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division - MD

Good morning. Let's get the next session started. Next up, we have Two Harbors. Two Harbors is a mortgage REIT, $3.5 billion market cap, roughly. From Two Harbors, we have Bill Roth, the Chief Investment Officer, to my left; and to his left, Bill Greenberg, the Co-Deputy Chief Investment Officer.

Questions and Answers:

Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division - MD

Actually, just to kick off let's -- can you just start with a look at your asset and capital allocation? It's varied over time. Can you just give us just where things stand right now with the different buckets and also where you think that could trend?

William Meyer Roth - Two Harbors Investment Corp. - CIO & Director

Yes. Sure. We know from (inaudible)

Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division - MD

Is the mic on for them?

William Meyer Roth<
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