Two Harbors Investment Management Discusses Q2 2012 Results - Earnings Call Transcript

Two Harbors Investment (TWO)

Q2 2012 Earnings Call

August 02, 2012 9:00 am ET


Christine Battist - Managing Director

Thomas Edwin Siering - Chief Executive Officer, President and Director

Brad Farrell - Chief Financial Officer, Principal Accounting Officer and Treasurer

William Roth - Co-Chief Investment Officer


Bose George - Keefe, Bruyette, & Woods, Inc., Research Division

Douglas Harter - Crédit Suisse AG, Research Division

Mark C. DeVries - Barclays Capital, Research Division

Trevor Cranston - JMP Securities LLC, Research Division

Joel J. Houck - Wells Fargo Securities, LLC, Research Division

Calvin Hotrum - Sterne Agee & Leach Inc., Research Division

Gabriel J. Poggi - FBR Capital Markets & Co., Research Division

Boris E. Pialloux - National Securities Corporation, Research Division



Good morning. My name is Mimi, and I'll be your conference facilitator. At this time, I would like to welcome everyone to Two Harbors' Second Quarter 2012 Financial Results Conference Call. [Operator Instructions] I would now like to the call over to Christine Battist, Managing Director of Two Harbors. You may begin.

Christine Battist

Thank you, Mimi, and good morning. Welcome to Two Harbors' Second Quarter 2012 Financial Results Conference Call. With me this morning are Tom Siering, President and Chief Executive Officer; Brad Farrell, Chief Financial Officer; and Bill Roth, Co-Chief Investment Officer. After my introductory comments, Tom will provide some insights into the current macro environment and potential impact to our strategy. Then, Brad will highlight some key items from our financial results, and Bill will review our portfolio performance, provide an update on the deployment of capital from our recent stock offerings and discuss the market outlook.

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