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Maximillian Amster

CEO
Veridis

Mr. Amster heads business development activities for Avesta, which includes cultivating key investor relationships. Max was previously a principal with JBA, a consulting and investment company based in Miami. He holds a B.A. from the University of Texas and a J.D. from Harvard Law School.

Stefan Astheimer

Vice President-Strategy
Howe & Rusling

Nav Athwal

Founder & CEO
RealtyShares

Nav Athwal is the founder and CEO of RealtyShares. Athwal oversees company planning, investor fundraising across the platform and overseeing all deal activity. Nav started his career as an electrical engineer, before transitioning into real estate law. He worked as a Real Estate and Land Use Attorney at Farella Braun & Martel, LLP. As an attorney, he led some of the largest mixed-use, residential commercial and renewable energy real estate projects in California. RealtyShares is a marketplace that affords Accredited US Investors the opportunity to invest in debt and equity real estate deals across the United States. To date, RealtyShares has successfully funded over 150 real ... (view full description)

Cliff Booth

President & CEO
Westmount Realty Capital

Howard Cooper

CEO
Cooper Family Office

Howard Cooper began his career trading public equities for his own account, becoming a full-time trader in the 1980s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds as well as direct investments in operating companies. He is an honors graduate of Princeton University and has guest lectured at Princeton, Yale and Brown Universities. Howard Cooper is the Chairman of the Board on Family Offices, Endowments and Foundations at Princeton University, Chairman of the Yale University Coll ... (view full description)

Joseph Delaney

Registered SEC Broker-Dealer
J.V. Delaney & Associates

Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a b ... (view full description)

Adi Divgi

President & CIO
EA Global LLC

Adi Divgi has been President and CIO of EA Global, his family investment vehicle, since its 2005 inception. He is also Head of Alternative Investments at Catalina, a $3+bn AUM reinsurer. Prior to his current institutional investor role, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management from March 2011 to April 2014. With approval from the 4 participating Boards of Trustees, he executed $3.6 billion in capital commitments. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pe ... (view full description)

Brian Dohmen

Head of Direct Lending
Sierra Income Corporation

Elliott Dornbusch

CEO & Founding Partner
CV Advisors

Elliot Dornbusch is an economist and Chief Executive Officer of CV Advisors a 5 Billion Dollar Multi Family Office based in Miami Florida.
In addition to co-founding the Firm, Mr. Dornbusch sits on the Investment Committee where he is responsible for formulating the Firm’s macro-economic view. He is also responsible for developing CV’s proprietary analytic software system (VIEWS). Prior to co-founding CV Advisors, Mr Dornbusch managed a single family office and served as the CIO of a Multi Million Dollar Fund of Hedge Funds.

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

Adam joined RCLCO in the mid-1990s as an associate directly after graduate school and learned the trade with the firm. He is a recognized expert in economic development, market and financial analysis; positioning, repositioning, and marketing of real estate assets; consumer research; and corporate strategy development. He has particular depth of expertise in high-density housing, retail/entertainment and hotel development. Area of specialization include  Investment Strategy Development, Sub-Market Selection, Investment Underwriting, Portfolio Analysis, Partner Selection, and Corporate Strategy Planning. Adam directs the Urban Real Estate Advisory Group at RCLCO, which is distingu ... (view full description)

Michael Felman

President
MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office.  Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. With a combined 40 years of financial and legal experience, MSF Capital Advisors has the knowledge and expertise to help families deal with direct investments, wealth preservation, asset allocation, tax planning, business succession etc. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of  Acquisition International 2013, 2014, 2015 Global Multi-Family Office award.  Winner of Wealth & Finance International 2 ... (view full description)

David Fisher

Chief Investment Officer
SignatureFD, LLC

Brian Friedman

Founder
Friedman Capital

Mr. Friedman founded Friedman Capital in 2010 and leads the firm's Real Estate investing practice.   A seasoned real estate developer and investor, Mr. Friedman is also a co-founder and Managing Partner of Foxhall Partners, a commercial real estate firm that specializes in opportunistic, value-added, and core-plus equity and participating debt investments in the Washington, D.C. metropolitan area, with a primary focus on urban and infill neighborhoods.   Previously, Mr. Friedman was a Vice President and the Chief Investment Officer at First Management Group (FMG), a Maryland-based Pension fund advisory and real estate asset management, development and private equity f ... (view full description)

Ben Gerber

Vice President of Finance
The Related Group

Miriam Gonzalez-Lujan

President & CIO
Vinart Corp Capital Management

Miriam Gonzalez-Lujan is the Founder and President of VINART CORP CAPITAL MANAGEMENT a New York based SFO investment fund focus on real state, infrastructure, clean energy, oil &; gas & TMT sectors globally. Ms Gonzalez-Lujan is an International Investment Banker & Wall Street Executive with more than 15 years track record of executive management experience & global investment banking exposure to cross-border multi-billion dollar finance deals. She was the Head of the Global Structured Finance Group at WestLB A.G. in New York, where she led structured finance transactions for global clients in US & Latin America. She was responsible for origination, Structuring, Portfolio Management ... (view full description)

Ghislain Gouraige

Senior Vice President , Private Wealth Advisor
UBS Financial Services Inc.

Ghislain Gouraige, Jr. - Senior Vice President , Private Wealth Advisor to High Net Worth Families, Endowments and Foundations. Prior to joining UBS, Mr. Gouraige was a Senior Vice President and Private Client Advisor in Bank of America's Private Bank, and a Vice President and Investment Representative with the Private Client Division of Lehman Brothers in Miami, Florida. Mr. Gouraige has 25 years of experience in the financial services industry and has worked with Merrill Lynch, and Citibank respectively. Mr. Gouraige began his career as an associate attorney in the corporate and securities department of the law firm of Steel Hector and ... (view full description)

Barry Gurland

Partner
DB Family Office

Experience Barry is a partner in DB Family Office Services and was the founder of Madison Family Office Services LLC. In January 2016, the offices merged and the result is more than thirty years of experience with large and midsized firms. DB Family Office Services works with high net worth individuals and families as well as their businesses with a focus on satisfying planning and asset preservation needs. The goal is to not only plan for the financial assets, but also the intellectual and human ones. Barry has extensive experience in tax planning for corporations, individuals, estates and trusts. He is also a partner at Daszkal Bolton LLP, a leading regional pu ... (view full description)

Christof Hammerli

Chief Acquisitions Officer
Carter Validus

Christof Hammerli is Chief Acquisitions Officer of Carter Validus. Mr. Hammerli has over 17 years of experience in various finance, risk management and corporate development roles.  He is responsible for sourcing, negotiating, structuring and closing acquisitions for the Company, including pipeline and deal flow; personnel within the Acquisitions Group for both the data center and healthcare acquisition strategies; marketing related to acquisitions, and other related matters.   Previously, Mr. Hammerli was Director of Corporate Development for Equinix, Inc. from 2007 through 2011, where he was responsible for coordinating both organic and inorganic growth efforts in Europe, inclu ... (view full description)

Katherine Hill Ritchie

CEO
PEX Global, Inc

Ms. Hill Ritchie is CEO of PEX Global (founded by the Unifund Family Office). She joined PEX in 2013 to grow the company, increase deal flow and launch a direct deal, co-investment and secondaries online platform. Katherine has worked for billionaire families in the US, Europe and the Middle East. These positions afforded her access to some of the most elite family offices in the world for deal flow and collaboration. Her previous work history includes investment consulting work with Palladio Alternative Research SA and Private Capital Consulting in Switzerland. She was a Senior Analyst and a member of the Investment Committee for the family office Saad Financial Services in Geneva, where sh ... (view full description)

Brian Humes

Principal
CliftonLarsonAllen LLP

Brian Humes is a tax principal  with CliftonLarsonAllen in Saint Louis, MO. He has more than 25 years of experience advising clients in a wide spectrum of industries, with a heavy concentration in commercial real estate transactions and consulting including contractors which have development divisions. Brian has worked on over 100 tax increment financing projects related to their structuring and income tax planning. His real estate experience includes consulting related to New Market Tax Credits, TDD and CID incentives as well as real estate tax abatements. Prior to joining CLA, Brian had founded Humes & Barrington LLP a consulting and accounting firm which merged into CLA in 2010.  He w ... (view full description)

Paul Kang

President & CIO
Alta Companies

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard and his MBA f ... (view full description)

Jared Kaplan

Sr Vice President--Investments
UBS Financial Services Inc.

With over 15 years of experience in the financial services industry, Jared joined UBS Financial Services Inc. in 2006. His previous work experience includes time at Lehman Brothers and Merrill Lynch. His team provides institutional-level consulting to affluent families and individuals who have had a liquidity event, typically the sale of a privately owned business. They utilize an endowment model investment discipline for wealth preservation, and provide their clients with customized service. This provides the framework for the preservation of wealth through proper planning and the implementation of an investment policy. Jared's areas of techni ... (view full description)

Roman Khlupin

Chief Investment Officer
Strenta Investment Management

Shalin Madan

Founder
Bodhi Tree Asset Management, LLC

Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was formerly a Managing Director at Strenta Investment Management, an SEC-registered investment adviser for a major family office, where he was responsible for all aspects of investment and portfolio management in a multi-asset class portfolio. Prior to that, Shalin was a Vice-President at Ivy Asset Management, whereas a Portfolio Manager, he oversaw the firm’s flagship multi-manager hedge fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a hedge fund advisory firm for European institutional and super high net worth investors. In addition, Shalin ... (view full description)

Craig Medwick

Principal
Glenmont Capital Management, LLC

Craig Medwick officially joined Glenmont upon his retirement as a Partner at Clifford Chance in April 2015 but has worked with Glenmont since its inception. Beginning May 1987, Mr. Medwick was a corporate partner at the leading international law firm Clifford Chance (previously known as Rogers & Wells in New York), where he recently served eight years on the firm's Global Management Committee and as Regional Managing Partner of the Americas, and as Head of the Corporate Department in the Americas.  Mr. Medwick has significant experience over many years working with real estate fund sponsors, investors and placement agents in fundraising and opportunistic investment activities, joint vent ... (view full description)

Rodolfo Milani

Senior Managing Director
Dominick & Dominick

Rodolfo Milani has been in the Miami office of  D & D  since January 2005.  He began his career at Merrill Lynch International in New York, followed by seven years with Kidder Peabody & Co. in New York and Miami. He then spent 16 years with Donaldson, Lufkin & Jenrette/CSFB where he was a Director in the Miami office before joining his current firm. He received his BA from the University of Texas at Austin in 1975 and his MBA from  The Thunderbird School of Global Management in 1978.  He is originally from Buenos Aires, Argentina and focuses on advising clients throughout Latin America as well as the United States on their global investment portfolios.  He is active in many liber ... (view full description)

Allen Morris

Chairman and CEO
The Allen Morris Company

W. Allen Morris is Chairman and C.E.O. of The Allen Morris Company. He is a licensed Real Estate Broker, Mortgage Broker, and holds the professional designations of CPM (Certified Property Manager of the Institute of Real Estate Management) and SIOR (Society of Industrial and Office Realtors). He is a past President of the Florida CCIM Chapter (Certified Commercial Investment Member of the Realtors National Marketing Institute) as well as holding the prestigious CRE designation (Counselor of Real Estate) and FRICS, as a Fellow of the Royal Institution of Chartered Surveyors. . Th ... (view full description)

Julie Neitzel

Partner
WE Family Offices

Julie Neitzel has extensive experience in wealth advisory, private equity, real estate and business acquisitions, strategy, and governance. Over the past two decades, she has served as advisor to global families in investing activities, operating business strategy, wealth transfer planning, philanthropy, and next-generation engagement. She is a partner with WE Family Offices and is a board member for NYSE Heico Corporation, the NACD Florida Chapter, and the Miami Finance Forum.
 

Ricky Novak

Co-Managing Partner
The Strategic Group of Companies

Ricky B. Novak serves as a Managing Partner of the Strategic Group of Companies, an Atlanta based firm built on a platform of delivering tax efficiency through global business solutions and private equity capital. As part of his role with SGC, Mr. Novak serves as CEO of SGC affiliate Strategic 1031 Exchange Advisors (SEA). SEA is a boutique advisory firm and qualified intermediary that provides real estate and tax consulting services for clients structuring complex real estate transactions and asset dispositions. SEAs global client base includes many of the most sophisticated commercial and residential real estate investors and developers. Mr. Novak specializes in the facilitation of tax-def ... (view full description)

Edward O'Brien

Managing Director-Investment Management
Greystar Real Estate Partners

Eddy O’Brien, CFA is a Managing Director of Investments for Greystar Real Estate Partners. He is responsible for leading the Company’s investment strategy efforts and is involved in the creation of new investment vehicles, capital raising and fund management activities.  In addition, Eddy leads the Company’s age-qualified rental housing platform with focus across acquisition, development, and operational disciplines.  Prior to joining Greystar, Eddy worked as a REIT analyst with JPMorgan Asset Management in New York and was involved in the management of a $1.5B global real estate security portfolio. Additional professional experience includes quantitative equity analysis wit ... (view full description)

Douglas O'Donnell

CEO
The O'Donnell Group, Inc.

Douglas O’Donnell started The O’Donnell Group, Inc. and O’Donnell Management Company an industrial development company and property management company, respectively. He is the CEO of both. He has successfully overseen the acquisition and development of over 10,000,000 square feet of industrial and office properties totaling over $700,000,000. Doug has an undergraduate degree in International Relations, a Master’s of Business Administration and a Master’s in Real Estate Development from the University of Southern California. He also has a graduate AMPD degree from Harvard University. Doug is on the Board of Directors for the UCI Center For Real Estate, The Lusk Center for Real Estate De ... (view full description)

Billy Obregon

Director- Alternative Investments Advisor- LatAm
Deutsche Asset & Wealth Management

Mr. Obregon is a senior alternative investments advisor within Deutsche Bank Asset & Wealth Management division. Based in New York, he is responsible for business development and distribution of alternative investment opportunities across the Latin America Institutional market. Prior to his current role, Mr. Obregon spent 8 years involved in the business development, structuring, origination and due diligence for the Private Wealth Management's private equity Fund of Funds portfolio. Prior to joining Deutsche Bank in 2003, Mr. Obregon worked as an analyst in the corporate finance group of Marsh & McLennan Companies. Mr. Obregon holds a Bachelor of Science with concentration in Financ ... (view full description)

Rocio Ortega

Associate Relationship Manager
WE Family Offices

Rocio Ortega has worked in the wealth management industry for over a decade. She joined WE Family Offices in 2014. At WE, Rocio provides advice and support to international high net worth families regarding their wealth management needs and helps them manage and structure their wealth enterprise to increase the odds of multi-generational sustainability. Prior to joining WE Family Offices, Rocio was with Citi Private Bank for 4 years as an Associate Banker covering Ultra High Net Worth Individuals and Families in Peru and Venezuela. Prior to Citi, she spent 7 years with JPMorgan Private Bank as a Relationship Officer covering Argentina, Chile, Uruguay, and Paraguay. Rocio received ... (view full description)

Cheryl Paller

Managing Director
Deutsche Bank National Trust Company

Aldo Palles

Portfolio Manager/Managing Director
U.S. Trust, Bank of America Private Wealth Management

Professional Experience: Aldo is responsible for all facets of client portfolio management including asset allocation strategy development, portfolio construction, performance monitoring and client relationship management.  Aldo has 22 years of investment industry experience encompassing global equity and fixed income securities, foreign-exchange and alternative investments.  Aldo’s professional background includes several years as an investment analyst where he conducted asset allocation research and performed comprehensive due diligence on traditional and alternative investment managers.  Since 2001, Aldo has specialized in managing portfolios for high net wor ... (view full description)

Steve Patterson

President/CEO
Related Development

Steve Patterson is President and Chief Executive Officer of Related Development, LLC. Mr. Patterson, who joined the company in 2010, is responsible for all new multifamily rental development activities for the company.  Related is active in market rate rental, luxury condo and affordable housing and also pursues investment in value add acquisitions, in all income property sectors.  The company has over 4,000 multi-family units currently under construction and has closed investment transactions totaling over $600 million in the last two years.   With 30 years of professional experience within the real estate industry, Mr. Patterson has held ownership and management positions in th ... (view full description)

Ethan Penner

Managing Partner
Mosaic Real Estate Investors

Ethan Penner is the Managing Partner of Mosaic Real Estate Investors, a real estate investment manager committed to protecting investors’ principal while delivering inflation-beating returns, all with an optimal alignment of interest with its investors.  Ethan is a recognized pioneer in the fields of real estate and finance with a 30-year career that has been committed to filling voids and responding to unseen or poorly understood opportunities.  Most consequently, he is credited with the primary driver in the creation of the near trillion-dollar Commercial Mortgage-Backed Securities market for which he received broad recognition including being named one of the U.S. Real Estate Industry’s 1 ... (view full description)

Carol Pepper

CEO & Founder
Pepper International, LLC

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office and consulting firm located in New York City.    Numerous Awards Pepper International is a highly respected firm that has received significant recognition in the financial services industry.  In 2016 and 2015, Carol was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management. In 2014, 2012 and 2011, Pepper International was nominated for Private Asset Management awards for Best MFO with AUM under $2.5 billion.  In 2009, Barron’s named Pepper International as one of the top family offices in the U ... (view full description)

Ira Perlmuter

Managing Director
T5 Equity Partners LLC

Managing Director, T5 Equity Partners LLC Ira currently serves as head of Private Equity and Venture Capital for the Triple Five Group, a family office, www.triplefive.com. In addition, he is also Managing Director of T5 Equity Partners LLC, a lower middle market distressed buyout fund which he started with the exclusive financial backing of Triple Five. Ira is also a founder of the Cleantech Family Office Syndicate, a group of significant families exploring alternative energy and clean technology solutions. Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm ... (view full description)

Isabel Peña

Chief Financial Officer
MBF Healthcare Partners

Isabel Pena Chief Financial Officer of MBF Healthcare Partners, a $250 million healthcare private equity firm & MBF Family Office President & Founder of Trigen Advisory, a boutique private wealth and family office consulting firm. Ms. Pena has been working with wealthy families for nearly a decade. During this time she developed the infrastructure of a world class single family office which is still in place today. In her role she serves as the liaison between families and their accountants, attorneys, investment team, legacy experts and other advisors. Prior to becoming involved in private wealth and family offices, Ms. Pena held several corp ... (view full description)

Michael Pompian

Director of Private Wealth Consulting
Mercer Investment Research Group

Michael M. Pompian, CFP, CFA, is a partner and director of the private wealth practice at Mercer (formerly Hammond Associates). Prior to Mercer, Mr. Pompian was a wealth management adviser with Merrill Lynch and a private wealth adviser with PNC Private Bank. Prior to these positions, he was on the investment staff of a family office. Mr. Pompian has published articles in the Journal of Wealth Management and the Journal of Financial Planning and authored the books Behavioral Finance and Wealth Management (2006 and 2012 2nd edition) and Advising Ultra-Affluent Clients and Family Offices (2009). He has been quoted in Money magazine, The New York Times, and other media outlets, including Bloomb ... (view full description)

Biff Pusey

Partner
Kimble Advisory

Biff is a partner of Kimble Advisory and has worked with high net worth families, institutions and multi-generational investment programs for two decades. He was previously Senior Vice President and Senior Wealth Advisor at Keel Point, LLC, a large multi-family office and institutional wealth advisor, and Vice President of Non-Traditional Investments and Family Office Services with JoycePayne Partners, a Richmond-based fiduciary advisory firm. Before that, he managed a family investment and consulting company, was Senior Vice President for Financial and Risk Management Services at a petrochemical industry technology firm, and was General Counsel and Corporate Development Strategist for ... (view full description)

Norman Radow

CEO
The RADCO Companies

Normans vision in establishing RADCO in 1994 was borne out of a life-long passion to combine his love of real estate and people. I wanted to build a special company that would not only promote its own growth and create a unique, supportive work environment, but also make neighborhoods and peoples lives better, says Radow. We care about our people, our residents, our lenders and especially our investors.Normans first project was a redevelopment of a 53-story Atlanta hotel, office and condominium tower in distress, which later became the Four Seasons Hotel. It was this project that solidified his and RADCOs sterling reputation. Twenty years and dozens of successful projects later, RAD ... (view full description)

Greg Rand

Chief Strategy Officer
Renters Warehouse

Greg Rand joined the Renters Warehouse in 2018 as the Chief Strategy Officer and is responsible for the national sales organization and Investor Marketplace. His mission is to create a new category of real estate invesstment broker and an online experience for consumers who wish to plan and execute their long term real estate investment strategy. He joined Renters Warehouse with the acquisition of OwnAmerica, the online investment marketplace he founded in 2010. Prior to that he was the managing partner at Rand Realty, a top 50 real estate brokerage nationwide. Greg authored the book Crash Boom! and is a regular contributor on cable business news.

Thomas Rosenfield

Managing Director
Venture HM

Thomas has 20+ years of operational leadership experience, both as a non-profit organization Board leader and C-level executive in real estate, institutional financial services, and federal advocacy. A former Wall Street executive specializing in public sector debt investing, Mr. Rosenfield is currently managing director of Venture HM, a partnership between Harmony Asset Management and Monitor Real Estate. He also serves as president of HillStaffer, LLC, a Washington, DC based government relations and public policy firm. Previously, Mr. Rosenfield served as managing principal of Zevulun, a Schottenstein family office ($2500MM CRE portfolio), and as co-founder and co-president of ... (view full description)

Sean Ruhmann

Partner-Director of Real Assets Research
NEPC, LLC

Sean joined NEPC in 2010 and heads the firms real estate and real assets research team. Prior to joining NEPC, Sean worked at Goldman, Sachs & Co. where he was a Vice President in the Real Estate Investment Banking Group. While at Goldman, Sean advised real estate focused clients on mergers, acquisitions, divestitures, restructurings, debt capital raises, and public / private equity capital raises. Prior to joining Goldman, Sean was an Associate at Banc of America Securities in the Real Estate and Lodging Investment Banking Group. Sean earned an M.B.A. from the Tuck School of Business at Dartmouth, an M.S. in Mechanical Engineering from Texas A&M University, and a B.S. in Engineer ... (view full description)

Heather Schwarz

Co-Founder & CSO
EarlyShares

Heather Schwarz-Lopes is an experienced executive with a 16-year track record of success in the financial services industry. Heather has an established reputation as a solutions-driven leader with expertise in wealth management, business development, strategic planning, relationship management, and entrepreneurship.Heather is Co-Founder & Chief Strategy Officer of EarlyShares, a leading funding platform that connects smart investors with unique opportunities. EarlyShares enables individuals and companies to leverage the opportunities created by the JOBS Act, helping small investments ignite big ideas.Prior to joining EarlyShares, Heather served as Sr. Vice President and Sr. Private Banker at ... (view full description)

John Scott

Executive Vice President
Jones Lang LaSalle

John Scott leads the Equity Placement group at Jones Lang LaSalle, which is part of a global team which raises capital for the firm’s clients around the world. John has a 10 year track record of structuring and closing real estate funds and joint ventures for various clients, working with many of the world’s leading Sovereign Wealth Funds, Pension Funds, Endowments and Family Offices. John transferred from London to the New York office of Jones Lang LaSalle in January 2013, where he previously led the institutional capital raising team in Europe.   Prior to joining Jones Lang LaSalle, John spent six years in Equity Sales, predominantly at Goldman Sachs in London, covering the U.S ... (view full description)

Todd Seneker

Portfolio Manager
Columbia Pacific Advisors

Todd Seneker joined Columbia Pacific Advisors in 2012 as Portfolio Manager of all private equity real estate investment strategies. Todd has over 20 years of experience spanning a wide spectrum of real estate investment roles, including portfolio manager, investment director, risk manager, and real estate securities trader. In his role as Portfolio Manager, Todd is accountable for land acquisition, contract negotiations, and management of multiple relationships with a selected team of brokers, architects, contractors, consultants, operators, and development and financial partners. Since joining Columbia Pacific Advisors, Todd has been responsible for acquisition, development, and ... (view full description)

Robert Sher

Managing Director
Greenbacker Capital

Mr. Sher has served as a Managing Director of GCM since August 2012 and as Managing Director of Greenbacker Group LLC since February 2011. Prior to joining GCM, from 2008 to 2009, Mr. Sher consulted for Globus Renewables, an Irish-based renewable energy fund focused on the acquisition of wind and solar properties in Spain and Ireland. Mr. Sher co-founded three diverse entrepreneurial ventures including a statistical arbitrage hedge fund, an innovative institutional brokerage company, as well as a financial technology company. In 2002, Mr. Sher co-founded ESP Technologies, where he served as the Head of Operations and Registered Securities Principal of its broker/dealer business until 2008. I ... (view full description)

William Skelley

Founder, Chairman & CEO
iFunding

William Skelley is founder and CEO of iFunding, a leading real estate crowdfunding platform (www.ifunding.co). iFunding is expanding opportunities for all investors to participate in institutional-quality real estate deals, while making it easier for real estate operators to raise funds. William is responsible for business development activities at the company, which has financed over 25 commercial and residential real estate projects with total real estate value of $325 million and average annual returns of over 20%. In 2005, he founded a boutique investment bank that underwrote $2 billion in real estate transactions, ranging from hotels/resorts acquiring hundreds of millions of dollar ... (view full description)

Joshua Smilowitz

VP, Acquisitions
The Gonzalez Family Office


 

Jeff Stein

Owner
Stein Investment Group

Jeff identifies investment and ownership opportunities that align with the firms growth strategy and is responsible for the overall strategic direction of Stein Investment Group. His creative deal solutions and capital strategies create unique and otherwise unrealized portfolio opportunities. Jeff has facilitated the acquisition of office, retail, self-storage and multifamily properties in five states valued in excess of $200 million, and he has purchased over $13 million in performing and non-performing loans. Prior to Stein Investment Group, as Vice President of Harbor Group International, and co-founder of Fortress Capital Investors, Jeff was involved in over $900 million in c ... (view full description)

Peter Stelian

CEO
Blue Vista Capital Management, LLC

As a Managing Principal and founder of Blue Vista, Mr. Stelian sits on the Blue Vista Capital Management Investment and Management Committees and is responsible for structuring investments made by Blue Vista Capital Management. Mr. Stelian also leads the effort of developing new investment strategies for the Firm. Prior to forming Blue Vista, Peter was a Managing Director of Jones Lang LaSalle (formerly LaSalle Partners) where he completed over $6 billion in total transactions including $1 billion in corporate net lease transactions and also led over $500 million in securities and property investment activities, during his eleven-year tenure. Mr. Stelian also co-founded the CMBS investment g ... (view full description)

Richard Stone

CEO
Stone Family Office

    Since earning his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile succesful consumer and securities class actions. Rick now spends a considerable portion of his time on managing his family office which he founded. Rick also dedicates a substantial portion of time to philanthropy and is involved with numerous lcoal and national ... (view full description)

Luis Trevino

Managing Principal
Beamonte Investments

Mr. Trevino is Senior Managing Director of Beamonte Investments, a Boston based single-family office with significant investment presence in Latin America. Since 2013, Mr. Trevino has served as Chief Executive Officer of Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investment opportunities in Mexico.  Mr. Trevino has extensive experience in leveraged finance, distressed debt and special situations. Prior to the private equity group, he was also head of the Merchant Banking division at Beamonte Investments, where he structured numerous debt transactions in Latin America in various industries including Health, IT, and Pharmaceuticals. ... (view full description)

Hema Virani

Family Office Executive
Modi Family Office

Ms. Virani combined all her experiences and a very highly effective, efficient team of qualified professionals/experts with over 45 years experience helping mid to large size business outside US that feel there’s a market for products/services, or just wants to create an asset base in North America, from start-up to mergers and acquisitions, Hema offers accompaniment from Strategy to Execution.As Modi Family Office for almost 10 years. She oversees a few projects and reports to Mr SK Modi directly. She represents Regent Realty in USA (UK Based Co that oversees funding, design and developing a city next to Modi Nagar, New Delhi).  ... (view full description)

W. Colin Walker

Director, Client Advisor
Alex. Brown

  W. Colin Walker is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Palm Beach, Florida. Colin works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning series, liquidity-event strategies, lending and philanthropy. As the key point of client contact, Colin is responsible for assessing client goals, determining priorities and building a team of specialists around each client. He is sensitive to the ... (view full description)

Jean-Michel Wasterlain

Founder, President, and Chief Investment Officer
CAPFUNDR

Jean-Michel “Mitch” Wasterlain,Founder, President and Chief Investment OfficerCapitalFund Realty, Inc. (“CAPFUNDR”)     As President and Chief Investment Officer of CAPFUNDR, Jean-Michel Wasterlain focuses on the company’s strategic direction and its investment activities. CAPFUNDR is a curated online marketplace offering institutional quality investment funds to individual investors, family offices, and small institutions.   Mr. Wasterlain’s career has covered all aspects of real estate investment, financing, and development. Prior to forming CAPFUNDR, he was President and CEO of ORIX Capital Market ... (view full description)

Flynn de Freitas


MACRO Realty

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Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for 2nd Real Estate Family Office and Private Wealth Management Forum

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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