Two Harbors Investment Corp. (NYSE:TWO) Q3 2024 Earnings Conference Call October 29, 2024 9:00 AM ET
Company Participants
Maggie Karr - Head, Investor Relations
Bill Greenberg - President and CEO
Nick Letica - Chief Investment Officer
William Dellal - Interim Chief Financial Officer
Conference Call Participants
Doug Harter - UBS
Bose George - KBW
Jason Stewart - Janney
Rick Shane - JPMorgan
Trevor Cranston - Citizens JMP
Eric Hagen - BTIG
Harsh Hemnani - Green Street
Operator
Please stand by. Good morning. My name is Cynthia, and I will be your conference facilitator. At this time, I would like to welcome everyone to Two’s Third Quarter 2024 Financial Results Conference Call. All participants will be in a listen-only mode. After the speaker’s remarks, there will be a question-and-answer period.
I would now like to turn the call over to Maggie Karr.
Maggie Karr
Good morning, everyone. And welcome to our call to discuss Two’s third quarter 2024 financial results. With me on the call this morning are Bill Greenberg, our President and Chief Executive Officer; Nick Letica, our Chief Investment Officer; and William Dellal, our Interim Chief Financial Officer.
The earnings press release and presentation associated with today’s call have been filed with the SEC and are available on the SEC’s website, as well as the Investor Relations page of our website at twoinv.com.
In our earnings release and presentation, we have provided reconciliations of GAAP to non-GAAP financial measures, and we urge you to review this information in conjunction with today’s call.
As a reminder, our comments today will include forward-looking statements, which are subject to risks and uncertainties that may cause our results to differ materially from expectations. These are described on Page 2 of the presentation and in our Form 10-K and subsequent reports filed with the SEC. Acceptance may be required by law, Two does not update forward-looking statements and disclaims any obligation to do so.
I will now turn the call over to Bill.
Bill Greenberg
Thank you, Maggie. Good morning, everyone, and welcome to our third quarter earnings call. Today, I’ll start by providing an overview of our performance and strategy, followed by a discussion on the markets, and finish with an update on RoundPoint operations. William will cover our financial results in detail and Nick will discuss our investment portfolio and return outlook.
As you may have noticed in our earnings presentation and on our website, we have recently launched a new brand, referring to ourselves simply as Two going forward in all of our Investor Relations and marketing communications, reflective of our evolution as a company into an MSR-focused REIT.