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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

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  • Event
    January 12 – January 15
    CREFC January Miami, Florida
    Freddie Mac Speakers:Jason Griest, Vice President, Multifamily Securitizations
    Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
    Sara Hoffmann, Senior Director, Multifamily Research Freddie Mac Attendees:Robert Koontz, Senior Vice President, Multifamily Capital Markets
    Nathaniel Poteet, Senior Director, Multifamily Securitization
    William Cheng, Senior Associate, Multifamily Securitization
    Andrew Salomon, Associate, Multifamily Securitization
    Maddie Wainwright, Associate, Multifamily Securitization
    Sabrina Kersten, Senior Analyst, Multifamily Securitization
    Phillip Goldberg, Senior Analyst, Multifamily Securitization
    Nathan Dadi, Senior Analyst, Multifamily Securitization
    Luke Watts, Associate, Multifamily Structuring
    Samuel Mason, Senior Analyst, Multifamily Structuring
    Chris Nakon, Professional, Investments & Portfolio Management
    Cindy Schwartz, Senior Production Director, Targeted Affordable Housing
    Annie Gong, Production Director, Targeted Affordable Housing
    Steven Cato, Director, Multifamily Audits
    Laurie Kadavy, Director, Surveillance
    Naomi Stevenson, Senior, Loan Servicing
    Ron Ferlazzo, Managing Associate General Counsel, Mortgage Securities
    Ken Wang, Associate General Counsel, Mortgage Securities
  • Event
    January 22
    InterFace Denver Multifamily Denver, Colorado
    Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit
  • Event
    January 27 – January 29
    ASHA Annual Meeting Phoenix, Arizona
    Freddie Mac Attendees:Jeff Bagley, Production Manager, Seniors Housing
    Kathy Ryser, Senior Underwriting Director, Seniors Housing
    Ben Barash, Underwriting Manager, Seniors Housing
  • Event
    January 28 – January 30
    2025 NMHC Annual Meeting Las Vegas, Nevada
    Freddie Mac Attendees:Kevin Palmer, head of Multifamily
    Bill Buskirk, Chief Operating Officer & Senior Vice President
    Ian Ouwerkerk, Senior Vice President, Underwriting & Credit
    Steve Johnson, Senior Vice President, Production & Sales

    Meg McElgunn, Vice President, Conventional Production & Sales
    Steve Lineberger, Vice President, Conventional Production & Sales
    Kelly Chou, Senior Director, Conventional Production & Sales
    Catherine Justice, Senior Director, Conventional Production & Sales
    Preslava Kovatchevska, Senior Director, Conventional Production & Sales
    John Stepien, Senior Director, Conventional Production & Sales
    Alexandra Chardell, Director, Conventional Production & Sales
    Kalie Angle, Director, Conventional Production & Sales
    Brian Anderson, Director, Conventional Production & Sales
    Eric Ealy, Director, Conventional Production & Sales
    Doug Dallmeyer, Director, Conventional Production & Sales
    Jim Dishmon, Director, Conventional Production & Sales
    Carley Ferington, Manager, Production Operations

    Adam Monti, Vice President, Underwriting & Credit (Conventional)
    Caitlin Myhre, Vice President, Underwriting & Credit (RDC)
    Rob Hammett, Senior Director, Underwriting & Credit
    Pam Bates, Senior Director, Underwriting & Credit

    Tim O'Neill, Vice President, Multifamily Real Estate Law
    Leta Principe, Managing Associate General Counsel, MF Real Estate
    Mike Case, Vice President, Multifamily Loan Pricing
  • Event
    February 9 – February 12
    MBA CREF 2025 San Diego, California
  • Event
    February 11
    2025 GSE Credit Risk Transfer Conference Washington, DC
    Freddie Mac Attendees:Ling Xu, Vice President, Investments & Portfolio Management
    Brody Lessey, Senior Director, Investments & Portfolio Management
  • Event
    February 23 – February 26
    SFVegas 2025 Las Vegas, Nevada
  • Event
    February 26 – March 1
    NH&RA Annual Meeting Miami, Florida
    Freddie Mac Attendees:Peter Lillestolen, Vice President, Targeted Affordable Housing
  • 2024 Optigo® Essentials: Conventional

    Access the presentation decks for the spring workshops held in the Conventional regions (NE/CE/WE/SE).
  • 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.
  • Multifamily Process Overview

    Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
  • Organizational Chart Overview

    Get an overview of the organizational chart process and insight into the factors that impact the org structure.
  • 2024 Optigo® Essentials: TAH

    Access the presentation deck for the TAH workshop held on May 22.
  • 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.
  • TAH Prescreen Submission

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

    In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.
  • 2024 Optigo® Essentials: SBL

    Access the presentation deck for the SBL workshop held on April 24.
  • 2024 Optigo® Essentials: Seniors Housing Workshop

    Access the presentation deck for the Seniors Housing workshop held on February 29.
  • NIC Market & Inventory Analysis

    Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
  • Quote Request Submissions

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

    Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
  • 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.
  • February 11

    2025 GSE Credit Risk Transfer Conference

  • 2024 Optigo Essentials: Asset Management

    Access the presentation for the Optigo Essentials: Asset Management workshop held on June 27.
  • 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.
  • 2024 Optigo Essentials: Loan Servicing

    Access the presentation for the Optigo Essentials: Loan Servicing workshop held on June 26.
  • 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.
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