US Mortgage Lending & Servicing – Sector Update & Outlook

  • Public Equity
  • Financials
  • North America


SVP at Ocwen Financial Corp US


  • Bank and non-bank mortgage lenders’ operating environment across channels and credit categories
  • Macroeconomic climate’s performance implications and scenario analysis around a potential recession
  • Competitive landscape, highlighting Freedom Mortgage, Mr Cooper (NASDAQ: COOP), Rocket Mortgage (NYSE: RKT) and others, and industry operators’ relative positionings in the shifting mortgage cycle
  • 3-5-year sector outlook, discussing biggest winners and losers


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