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MortgageFinance

MortgageRepurchaseRiskUpdateConferenceCall

May10,2011

ChrisGamaitoni

2025341387

cgamaitoni@compasspointllc.com

MortgageBanks|MortgagePolicy

JasonM.Stewart,CFA

202540

7306

jstewart@compasspointllc.com

MortgageREITs|MortgageRates

ConferenceCallHighlights:

SeeImportantDisclosuresthatBeginontheSecondtoLastPageofthisReport

PleasejoinCompassPointResearch&Trading,LLCforaconferencecalltodiscussmortgagerepurchaserisksonWednesday,May11th

at 11:00AMEastern. OurfeaturedguestswillbeIsaacM.GradmanandRichardJ.Barrent. Mr.Gradmanisanindependentattorney,book

editorandtheManagingMemberofIMGEnterprises. Heisoneofthecountrysleadingexpertsinmortgagebackedsecuritieslitigation

andotherlegalissuesstemmingfromthefinancialcrisis. Mr.BarrentisthePresidentandChiefOperatingOfficerofTheBarrentGroup

whichwasfoundedinSeptember2008withtheobjectiveofputtingloansbacktocontractuallyresponsibleparties,includingoriginators,

becauseof

material

breaches

of

contractual

representations

and

warranties.

DialIn:877.641.0093

Moderator:JasonStewart

CompassPointanalystsandtheguestparticipantswilladdressthefollowingtopicsbeforetakingQ&Afromparticipants:

Thecurrentthresholdthatneedstobemetinordertoreceiverescission doescausationofdefaultneedtobeproven?

Whatare

the

differences,

if

any,

in

success

ratios

of

rescission

requests

by

loan

category?

AdiscussionoftheMaineRetirementsystemrulingonthedefactomergerofCountrywideandBankofAmerica(BACNC).

WilltheinclusionofBankofNewYork Mellon(NKNC)intheWalnutPlacelawsuitcausetrusteesandinvestorstoworkmore

closelytogether?

Whatarethedifferentstagesofresolutionbyinvestorcategory? HastheBankofAmerica(BACNC)andAssuredGuaranty(AGO

NC)settlementchangedthelandscape?

Doessometypeofstructuredsettlementmakesenseastheultimateresolution?

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