--- title: Optimal Insights Forum 091125 Speakers --- ![OB-LogoLockup-2025-web](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Logos/OB-LogoLockup-2025-web.png?width=280&height=60&name=OB-LogoLockup-2025-web.png) ## OPTIMAL INSIGHTS FORUM 2025 Speakers Speakers have been carefully selected based on their knowledge of topics that matter to your business. Check back often as our speakers evolve leading up to the event. #### Guest Speakers ### Grant Duff-Cole [Follow me on LinkedIn ](https://www.linkedin.com/in/grant-duff-cole-289511247/) Asset-Backed Finance Sales Wells Fargo Securities, LLC ![Headshot-Grant-Duff-Cole](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Headshot-Grant-Duff-Cole.jpg) Grant Duff-Cole Asset-Backed Finance Sales Wells Fargo Securities, LLC About Grant Duff-Cole [LinkedIn ](https://www.linkedin.com/in/grant-duff-cole-289511247/) ### Giuseppe Grieci [Follow me on LinkedIn ](https://www.linkedin.com/in/giuseppe-grieci-a8962a6b/) Senior Director of Strategic Partnerships, Pricing and Business Development Single-family Acquisitions Division Freddie Mac ![Giuseppe Grieci](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Headshot-Forum_Giuseppe-Grieci-2.jpg) Giuseppe Grieci Senior Director of Strategic Partnerships, Pricing and Business Development Single-family Acquisitions Division Freddie Mac About Giuseppe Grieci Giuseppe Grieci is the Senior Director of Strategic Partnerships, Pricing and Business Development within Seller Engagement within the Freddie Mac Single-Family Acquisitions Division. He leads business development, secondary market partnerships and pricing strategy. He is responsible for ensuring Freddie Mac takes a holistic approach to how we best position ourselves to purchase a book of business that meets established mission and goals while supporting the Enterprise Regulatory Capital Framework. With nearly two decades of experience in residential lending, capital markets and technology, Mr. Grieci’s unique skillset helps Freddie Mac solve Seller’s common business problems and make home possible. Prior to joining Freddie Mac in 2020, Mr. Grieci spent five years at Fannie Mae as an Senior Account Executive for the Capital Markets Pricing and Sales Desk and, later, as an Alliance Manager focused on cultivating and growing relationships for technology partners in the Product & Pricing, Secondary Market, and Capital Markets spaces. He also held various roles at Cantor Fitzgerald, most notably on the Origination Sales Desk, where he focused on managing lender relationships and providing liquidity to mortgage lending institutions. Freddie Mac makes home possible for millions of families and individuals by providing mortgage capital to lenders. Since our creation by Congress in 1970, we've made housing more accessible and affordable for homebuyers and renters in communities nationwide. We are building a better housing finance system for homebuyers, renters, lenders and taxpayers. Learn more at [FreddieMac.com](http://www.freddiemac.com/), Twitter [@FreddieMac](http://www.twitter.com/FreddieMac) and Freddie Mac's blog [FreddieMac.com/blog](http://www.freddiemac.com/blog). [LinkedIn ](https://www.linkedin.com/in/giuseppe-grieci-a8962a6b/) ### Kevin Jackson Managing Director and Head of Structured Products Trading Desk Strategy Wells Fargo ![Kevin Jackson](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Kevin-Jackson-2.jpg) Kevin Jackson Managing Director and Head of Structured Products Trading Desk Strategy Wells Fargo About Kevin Jackson ### Garrett Jimenez [Follow me on LinkedIn ](https://www.linkedin.com/in/garrettjimenez/) Senior Vice President - Trading PHOENIX ![Garret Jimenez](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Headshot-Garret-Jimenez.jpg) Garrett Jimenez Senior Vice President - Trading PHOENIX About Garrett Jimenez [LinkedIn ](https://www.linkedin.com/in/garrettjimenez/) ### Jerry Levy [Follow me on LinkedIn ](https://www.linkedin.com/in/jerry-levy-a817913/) Managing Director Texas Capital Bank ![Jerry Levy](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Jerry%20Levy%20Headshot.jpg) Jerry Levy Managing Director Texas Capital Bank About Jerry Levy [LinkedIn ](https://www.linkedin.com/in/jerry-levy-a817913/) ### Doug Luchner [Follow me on LinkedIn ](https://www.linkedin.com/in/doug-luchner-72b19986/) CFO/Head Trader Seneca Mortgage Servicing ![Doug Luchner](https://engage.optimalblue.com/hubfs/MKTG-Headshots/DougLuchner.jpg) Doug Luchner CFO/Head Trader Seneca Mortgage Servicing About Doug Luchner [LinkedIn ](https://www.linkedin.com/in/doug-luchner-72b19986/) ### Gary Malis [Follow me on LinkedIn ](https://www.linkedin.com/in/gary-malis-b5ab4b135/) Chief Strategy & Capital Markets Officer PRMG ![Gary Malis](https://engage.optimalblue.com/hubfs/MKTG-Headshots/CapMarkets_GaryMalis2.jpg) Gary Malis Chief Strategy & Capital Markets Officer PRMG About Gary Malis [LinkedIn ](https://www.linkedin.com/in/gary-malis-b5ab4b135/) ### Mike Riley [Follow me on LinkedIn ](https://www.linkedin.com/in/michael-riley-4522919/) Managing Director – Risk Analytics SitusAMC ![Mike Riley](https://engage.optimalblue.com/hubfs/MKTG-Headshots/michael-riley.jpg) Mike Riley Managing Director – Risk Analytics SitusAMC About Mike Riley [LinkedIn ](https://www.linkedin.com/in/michael-riley-4522919/) ### Brandon Sorensen [Follow me on LinkedIn ](https://www.linkedin.com/in/btsorensen/) SVP Capital Markets Planet Home Lending ![Brandon Sorenson](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Headshot-Brandon-Sorenson.jpg) Brandon Sorensen SVP Capital Markets Planet Home Lending About Brandon Sorensen [LinkedIn ](https://www.linkedin.com/in/btsorensen/) ### Richard (Rich) Valentine III SVP of Pricing and Counterparty Risk Freedom Mortgage ![Richard (Rich) Valentine III](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Headshot-Rich-Valentine.jpg) Richard (Rich) Valentine III SVP of Pricing and Counterparty Risk Freedom Mortgage About Richard (Rich) Valentine III ### Vince Zenner [Follow me on LinkedIn ](https://www.linkedin.com/in/vince-zenner-236746a8/) Managing Director, Portfolio Management Rate Capital Markets ![Vince Zenner](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Vince%20Zenner.jpg) Vince Zenner Managing Director, Portfolio Management Rate Capital Markets About Vince Zenner [LinkedIn ](https://www.linkedin.com/in/vince-zenner-236746a8/) #### Optimal Blue Speakers ### James Annibella [Follow me on LinkedIn ](https://www.linkedin.com/in/james-annibella-875543b/) Team Manager Optimal Blue ![James-Annibella 1](https://engage.optimalblue.com/hubfs/James-Annibella%201.png) James Annibella Team Manager Optimal Blue About James Annibella [LinkedIn ](https://www.linkedin.com/in/james-annibella-875543b/) ### Brian Love [Follow me on LinkedIn ](https://www.linkedin.com/in/brian-love-491a3352/) Hedge Account Manager Lead Optimal Blue ![Brian Love](https://engage.optimalblue.com/hubfs/Brian%20Love%20Headshot-2.png) Brian Love Hedge Account Manager Lead Optimal Blue About Brian Love [LinkedIn ](https://www.linkedin.com/in/brian-love-491a3352/) ### Tom Bochenko [Follow me on LinkedIn ](https://www.linkedin.com/in/thomasbochenko/) Client Services Manager, Hedging and Trading Optimal Blue ![Tom Bochenko](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Tom%20Bochenko-2.jpg) Tom Bochenko Client Services Manager, Hedging and Trading Optimal Blue About Tom Bochenko [LinkedIn ](https://www.linkedin.com/in/thomasbochenko/) ### Jeff Casella [Follow me on LinkedIn ](https://www.linkedin.com/in/jeff-casella-5a2b946/) Managing Director Optimal Blue ![Jeff Casella](https://engage.optimalblue.com/hubfs/Jeff%20Casella%20Headshot_020524.jpg) Jeff Casella Managing Director Optimal Blue About Jeff Casella [LinkedIn ](https://www.linkedin.com/in/jeff-casella-5a2b946/) ### Jim Glennon [Follow me on LinkedIn ](https://www.linkedin.com/in/jim-glennon-833190b/) VP, Hedging and Trading Client Services Optimal Blue ![Jim Glennon](https://engage.optimalblue.com/hubfs/MKTG-Headshots/CapMarkets_JimG.jpg) Jim Glennon VP, Hedging and Trading Client Services Optimal Blue About Jim Glennon [LinkedIn ](https://www.linkedin.com/in/jim-glennon-833190b/) ### Steve Norak [Follow me on LinkedIn ](https://www.linkedin.com/in/steve-norak-7b438962/) Senior Product Manager Optimal Blue ![Steve Norak](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Steve_Norak.jpg) Steve Norak Senior Product Manager Optimal Blue About Steve Norak [LinkedIn ](https://www.linkedin.com/in/steve-norak-7b438962/) ### Patrick Schubert [Follow me on LinkedIn ](https://www.linkedin.com/in/patrick-schubert-7829b770/) Senior Product Manager Optimal Blue ![Patrick Schubert](https://engage.optimalblue.com/hubfs/Patrick%20Schubert.jpg) Patrick Schubert Senior Product Manager Optimal Blue About Patrick Schubert [LinkedIn ](https://www.linkedin.com/in/patrick-schubert-7829b770/) ### Vimi Vasudeva [Follow me on LinkedIn ](https://www.linkedin.com/in/vimi-vasudeva-b102a87b/) Managing Director Optimal Blue ![Vimi Vasudeva](https://engage.optimalblue.com/hubfs/VVHeadshot_2024.jpg) Vimi Vasudeva Managing Director Optimal Blue About Vimi Vasudeva [LinkedIn ](https://www.linkedin.com/in/vimi-vasudeva-b102a87b/) ### Tom Wallace [Follow me on LinkedIn ](https://www.linkedin.com/in/tom-wallace-8a335955/) Team Manager Optimal Blue ![Tom Wallace](https://engage.optimalblue.com/hubfs/MKTG-Headshots/Template_TomW-3.jpg) Tom Wallace Team Manager Optimal Blue About Tom Wallace [LinkedIn ](https://www.linkedin.com/in/tom-wallace-8a335955/)