PennyMac Mortgage Investment Trust at Barclays Global Financials New York Conference (Virtual) Transcript
Good afternoon and thank you for joining us today. I'm Barclays' consumer finance analyst, Mark DeVries, and I'm pleased to be joined by PennyMac Mortgage Investment Trust CEO, David Spector; and CFO, Andy Chang. They have some prepared comments to deliver, which will be followed, time permitting, by some polling of the audience and Q&A for management.
(Operator Instructions)
Before we start off with the prepared remarks, I'd like to lead off with a question for the audience. To participate, please click through to the polls on the left side of your screen. After you respond, you should be able to toggle back to the video of the discussion.
Turning to that first question, what do you view as the biggest catalyst for PMT over the next year? Growth in MSR, excess spread portfolio, increasing investments in CRTs and other credit assets, better-than-expected mortgage originations, capital returns or other?
With that out of the way, I'm going to hand it off to David for his
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