Skip to main content

Events and Education

Latest Events

Freddie Mac Multifamily staff speaking engagements or attendance at industry events are listed as they're confirmed.

Events and Education

Optigo Academy Logo

One-stop online learning for Optigo lenders.

Access self-paced courses to learn something new or to refresh your knowledge.

View Courses

  • Event
    January 7 – January 10
    CREFC January Miami, Florida
    Freddie Mac Attendees:Caitlin Myhre, Vice President, RDC Underwriting & Credit
    Ryan Lillestolen, Senior Director, RDC Underwriting & Credit
    Greg Meyers, Manager, RDC Underwriting & Credit
    Cynthia Schwartz, Senior Production Director, Targeted Affordable Housing

    Robert Koontz, Senior Vice President, Multifamily Capital Markets
    Jason Griest, Vice President, Multifamily Securitizations
    Michael Case, Vice President, Loan Pricing
    Ling Xu, Vice President, Invesments & Portfolio Management
    Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
    Nathaniel Poteet, Senior Director, Multifamily Securitizations
    Paul Kolling, Senior Director, Multifamily Securitizations
    Helen Liu, Director, Multifamily Structuring
    Sara Hoffmann, Director, Multifamily Research
    Weidong Shi, Senior Director, Multifamily Securitizations
    Donald Lemmert, Senior Manager, Multifamily Securitizations
    Kevin Heal, Manager, Loan Pricing
    Paul Yarnall, Manager, Multifamily Securitizations
    Philip Valos, Manager, Investor Relations

    Bill Buskirk, Senior Vice President, Chief Compliance Officer
    Carl McLaughlin, Vice President, Loan Servicing
    Pamela Dent, Vice President, Asset Management
    Diana Jones, Director, External Relations & Guarantor Risk
    Paul Wooldridge, Director, Insurance Compliance

    Eric Dolenti, Assistant General Counsel, Mortgage Securities
    Ron Ferlazzo, Managing Assistant General Counsel, Mortgage Securities
    John Gutowski, Assistant General Counsel, Multifamily Real Estate
    Adam Lichtenstein, Assistant General Counsel, Multifamily Real Estate
  • Event
    January 22 – January 24
    ASHA Annual Meeting Aventura, Florida
  • Event
    January 30 – February 1
    2024 NMHC Annual Meeting San Diego, California
    Freddie Mac Attendees:Kevin Palmer, head of Multifamily
    Bill Buskirk, Chief Operating Officer & Senior Vice President
    Steve Johnson, Senior Vice President, Production & Sales
    Ian Ouwerkerk, Senior Vice President, Underwriting & Credit
    Steve Lineberger, Vice President, Conventional Production & Sales
    Meg McElgunn, Vice President, Conventional Production & Sales
    Adam Monti, Vice President, Underwriting & Credit (Conventional)
    Caitlin Myhre, Vice President, Underwriting & Credit (RDC)
    Mike Case, Vice President, Multifamily Loan Pricing
  • Event
    February 11 – February 14
    MBA CREF 2024 San Diego, California
  • May 4

    Optigo® Essentials for Conventional Analysts - Presentations

    Access the presentation decks and quick hits shared during the four regional, Conventional Optigo Essentials for Analysts workshop.
  • Organizational Chart Overview

    Get an overview of the organizational chart process and insight into the factors that impact the org structure.
  • Multifamily Process Overview

    Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
  • Multifamily Appraisals 101

    This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
  • Production and Pricing Overview

    Learn more about specific products and the pricing process, including the quote sheet, servicing fee schedule and rate-lock.
  • May 23

    Optigo® Essentials for TAH - Presentations

    Access the presentation decks and quick hits covered during the TAH Optigo Essentials workshop on May 23.
  • TAH Product Basics

    In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.
  • TAH Prescreen Submission

    You'll learn best practices around the TAH prescreen submission process necessary to receive a quote on a new loan opportunity.
  • Know Your Customer

    Know Your Customer (KYC) is an important concept. Learn what it is and how to best complete an organizational chart with this module.
  • TAH Underwriting Basics

    Walk through the TAH underwriting process from start to finish in this module.
  • May 4

    Optigo® Essentials for SBL - Presentations

    Access the presentation decks shared during the Optigo Essentials for SBL workshop on May 4.
  • Continuing Care Retirement Communities with Entrance Fee

    Learn about Continuing Care Retirement Communities and common factors for consideration when sizing and underwriting loans for these properties.
  • NIC Market & Inventory Analysis

    Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
  • Loan Submission Template

    Learn about specific items within the Loan Submission Template (LST) as they apply to Freddie Mac Seniors Housing. Topics include some items found in the Rent Roll tab and the Occupancy by Acuity tab.
  • Quote Request Submissions

    Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
  • Seniors Housing Medicaid Analysis

    Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
  • Optigo Fraud

    Walk through the most current Freddie Mac Multifamily Seller/Servicer Guide requirements and consider case study scenarios related to fraud. We encourage all in the Optigo® network to complete this module.
  • Q-Deal Servicer Curriculum

    This curriculum gives Q-Deal servicers a detailed overview of how to service Freddie Mac Q-Deals. It covers hot topics and best practices on borrower consents, surveillance, legal, insurance, special servicing, loan servicing and compliance.
  • Get the latest news and updates delivered to your inbox               
    or from our LinkedIn® Showcase page.