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Bill Acheson

CFO
GWG Holdings, Inc.

Bill Acheson is Chief Financial Officer of GWG Holdings, Inc. Bill is ideally suited to inform financial professionals and investors about specialty finance, alternative investments, non-correlated assets, and current market trends. Bill believes that today’s greater access to “professional grade” information, tools, and strategies can make it harder for individual investors to be successful in the long term. Therefore, he explains market complexities while providing insights in a clear, straightforward manner. With his background in structured finance, capital markets, and risk management, Bill’s perspective encompasses a global point of view fostered by his years at top financial organizat ... (view full description)

Randy Agnew

Vice President Partner Strategy Alternative Investments
Cetera Financial Group

Randy is the Direct Investment Product Manager at Multi Financial Securities Corp. (MFSC). As one of the broker-dealers for ING Advisors Network, MFSC is a leading seller in this category with an emphasis on bringing on the best investment options for our advisors as possible. Randy has been in the securities industry since 1985 starting his career as a due diligence officer for 7 years and subsequently moving to wholesaling and key account management for some of the top real estate companies in the country until eventually becoming product manager at MFSC for almost 10 years. Randy works closely with ING’s due diligence group to determine the appropriate investment choices for our financial ... (view full description)

Bruce Batkin

President & CEO
Terra Capital Partners, LLC

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused on mezzanine, preferred equity and bridge investments.  Since its founding in 2002, Terra has originated and managed over 300 investments in 45 million square feet of U.S. property.  It is the sponsor of Terra Income Funds, fixed income alternative investments sold to individual investors through a network of 20,000 financial advisors. Mr. Batkin has over 35 years’ experience in real estate acquisition, finance, development, management and investment banking. Prior to founding Terra, he held senior management positions at Merril ... (view full description)

Mike Bendix

CEO
DFPG Investments, Inc.

Mike Bendix is co-founder and CEO of DFPG Investments, Inc., a nationwide broker-dealer based in South Jordan, Utah, and currently chairs DFPG’s Real Estate Investment Committee.  Additionally, Mr. Bendix is the President of Bridge Equities, Inc., a branch office of DFPG located in Encinitas, California. Mr. Bendix has over 25 years of experience in the financial services and real estate industries. Prior to his involvement with Bridge Equities and DFPG, Mike was an investment real estate representative for two national broker-dealers, specializing in raising capital for securitized commercial real estate offerings. He also owned both a mortgage company specializing in financing ... (view full description)

Robert Bergdolt

Partner
DLA Piper LLP (US)

Rob Bergdolt leads DLA Piper's representation of non-traded, publicly offered real estate investment trusts. Since 1992, Robert's practice has focused on securities regulations, corporate governance and mergers and acquisitions for REITs. Since 2003, Rob has headed his legal practice's representation of numerous non-traded REITs, including programs sponsored by Blackstone, Black Creek Group, KBS Capital Advisors, Phillips Edison, Resource Real Estate, CNL, Behringer Harvard and Wells Real Estate Funds, Sentio Healthcare Properties, Strategic Realty Trust, and Cornerstone Ventures. Chambers USA has repeatedly recognized Robert for his Capital Markets: REITs practice, and has noted ... (view full description)

Brian Buehler

President & CEO
Triton Pacific Securities

Brian Buehler, President & Chief Executive Officer Mr. Buehler has over 20 years of investment planning, product development and distribution experience within financial services, commercial real estate, alternative investments and private equity. Mr. Buehler is a Partner at Triton Pacific Capital Partners, LLC, oversees the firm’s capital markets strategy, bringing his expertise in building distribution platforms that have raised capital to support more than $2 billion of alternative investment strategies.  Mr. Buehler is a principal of Tasty Brands, LP, a member of the firm’s investment committee and is the President & CEO of its managing broker dealer, Triton Pacific Securit ... (view full description)

Tom Burns

Registered Principal
Crown Capital Securities

Tony Chereso

President & CEO
Institute for Portfolio Alternatives

As President  & CEO of the Investment Program Association, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President aAs President & CEO of the Institute for Portfolio Alternatives, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as ... (view full description)

Michael Choate

Partner
Proskauer

Michael Choate is a partner in the Corporate Department and is a member of the Real Estate Capital Markets Group. Michael focuses on securities and corporate finance matters including public and private offerings of both equity and debt securities, with an emphasis on Real Estate Investment Trusts (REITs), mergers and acquisitions, corporate governance issues and federal securities compliance matters. Michael’s representative experience includes: >      Advising publicly-traded and unlisted REITs in equity and debt offerings of more than $20 billion >      Structuring public and private equity and debt offerings >      Representing publicly and privatel ... (view full description)

Alice Connaughton

Partner
Morrison & Foerster LLP

Ali Connaughton is a partner in Morrison & Foerster’s Corporate Finance | Capital Markets  and REIT practices. She has been recognized as a leading lawyer for REITs by Chamber USA. Her practice focuses on representing public and private companies, including real estate investment trusts (REITs), in a variety of corporate and securities matters, including, among other things, public and private securities offerings and tender offers. She regularly advises boards of directors, audit committees and management with respect to strategic matters and corporate governance issues. Ali also routinely counsels public company clients with respect to compliance with federal and state securit ... (view full description)

Howard Davis

CCO
Cabot Lodge

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at www.thediwire.com.  His guidance has been sought out by t ... (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)

Drew Dornbusch

Director of Product Development
NorthStar Asset Management Group

Mr. Dornbusch manages product development for NorthStar Asset Management Group, Inc. Since entering the alternative investment industry in 2004, Mr. Dornbusch has served in various capacities for a number sponsors. Prior to his work with financial products, Mr. Dornbusch practiced law at the Minneapolis office of Dorsey & Whitney LLP. He earned his bachelor’s degree from University of Minnesota and his juris doctorate from Cornell Law School. 

Martin Dozier

Partner
Alston & Bird LLP

Martin Dozier is a member of the firm’s Financial Services & Products Group and REIT Team. He focuses his practice on the representation of business development companies (BDCs), as well numerous alternative investment vehicles, including public and private companies. Martin counsels clients in the intricate requirements governing alternative investment vehicles, including the Investment Company Act of 1940 and the Investment Advisers Act of 1940. Martin represents some of the largest BDC sponsors and advises on a broad range of matters, including fund formation, public securities offerings, private placements, mergers and acquisitions, securities regulation, securities law compliance an ... (view full description)

Peter Fass

Partner
Proskauer Rose, LLP

      Peter Fass, a partner, co-heads the Real Estate Capital Markets Group, which handles all aspects of the disciplines involved in the execution of a real estate securities transaction (corporate, partnership, tax, ERISA, securities and real estate law). He is uniquely qualified to assist issuers, underwriters, lenders and investors (both taxable and tax-exempt) in evaluating a real estate securities transaction, structuring such a transaction and then executing the transaction from start to finish.         With over 40 years of experience in every type of real estate securities and syndication transaction, Peter has been counsel on many of the largest private and publicly off ... (view full description)

Alan Feldman

Chief Executive Officer
Resource

Alan F. Feldman serves as Chief Executive Officer of Resource and for its sponsored REITs, as well as CEO and Trustee for its Liquid Alternative Funds.  Mr. Feldman joined Resource in 2002 and has over 25 years of real estate investment experience.  Prior to joining Resource, Mr. Feldman served as Vice President at Lazard, a global investment banking firm specializing in real estate advisory work. Previously, he served as an executive at the Pennsylvania Real Estate Investment Trust. Mr. Feldman began his real estate investment career as Director at Strouse, Greenberg & Co., a full service real estate company. Mr. Feldman received a BS and MS in chemical engineering from Tufts University ... (view full description)

Kevin Finkel

President
Resource Real Estate

Kevin M. Finkel serves as Executive Vice President of Resource Real Estate, as well as President of the Diversified Income Fund.  Furthermore, Mr. Finkel serves as the Chairman and Chief Executive Officer for Resource Apartment REIT III, President and Chief Operating Officer for Resource Innovation Office REIT, Resource Real Estate Opportunity REIT II and Resource Real Estate Opportunity REIT, and as Senior Vice President of Resource America, parent company of Resource Real Estate. Prior to joining Resource in 2002, Mr. Finkel was an investment banker at Barclays Capital and one of its predecessors where he advised clients in complex capital transactions. Mr. Finkel began hi ... (view full description)

Kevin Gannon

Managing Director
Robert A. Stanger & Co.

Mr. Gannon serves as Chairman of Robert A. Stanger & Co., directing the firm's activities, including mergers and acquisitions, valuation, litigation support and advisory services. Mr. Gannon has been the lead banker on real estate consolidation and mergers and acquisition transactions involving over $40 billion of real estate and management company’s assets. Mr. Gannon has also been active in the analysis, evaluation and sale of corporate and partnership investments in real estate, oil and gas, equipment leasing, agriculture, bio-technology, and food processing. Mr. Gannon has completed more than $1 billion in financing transactions in these areas including bank financings and private an ... (view full description)

James Goedtke

SVP - Product Manager & Due Diligence Analyst
American Portfolios Financial Services, Inc.

James currently serves as the SVP Due Diligence Analyst & Product Manager at American Portfolios Financial Services, Inc.  In addition, James serves as a member of the Risk and Investment Banking Committees. James brings over 26 years of industry experience to APFS. He has worked as a supervisor, financial planner, due diligence consultant and product manager. In November 1989, he began his association with a national broker/dealer, and during his 5-year tenure served as a Personal Financial Planner and Training Manager. In June 1995, he joined an independent broker/dealer, and with his wife, Carla, co-founded Investors Choice Financial Services Inc. In 2005, he become Product Man ... (view full description)

Jason Goode

Partner
Alston & Bird LLP

Jason Goode is a corporate partner and a member of the firm's REIT team. He focuses his practice on public and private securities offerings, mergers and acquisitions, corporate governance, securities law compliance, restructurings and other complex business transactions. He is a frequent speaker on securities and corporate governance issues. Mr. Goode regularly represents corporations and private equity firms in acquisitions, divestitures, mergers, financings and leveraged buyouts. He also represents numerous companies (including REITs) in their fund formation, public securities offerings and private placements. Mr. Goode regularly advises boards of directors on corporate governance is ... (view full description)

Neil Greene

SVP & Due Diligence
Newbridge Securities

Neil Greene’s career in the financial services industry began more than 27 years ago in the New York office of Lehman Brothers.  Currently, Neil is responsible for due diligence related to alternative investments and other packaged products, as well as the sales and marketing of the investments approved for sale at Newbridge Securities Corporation.  Neil has a diverse background in the financial services industry and is credited with building the insurance, annuity and alternative investment departments at Newbridge Securities.  He takes a strategic, yet personal approach when reviewing offerings and is active in the due diligence community attending various seminars and industry ... (view full description)

Tony Grego

Associate Executive Director
ADISA

Tony Grego serves as the Associate Executive Director for the Alternative & Direct Investment Securities Association (ADISA). He draws upon approximately 30 years of experience in the financial industry to help attract new members and assist existing members, including providing networking and marketing solutions, brainstorming new ways to offer products and services, providing business referrals, market trends and more. He also assists in attracting exhibitors and attendees to experience educational programs and networking opportunities at regional and national conferences. ADISA is the leading alternative investment association providing education, networking and advocacy to its member ... (view full description)

Howard Hirsch

Chief Legal Officer
Griffin Capital Essential Asset REIT

Howard S. Hirsch is the Chief Legal Officer and Secretary for Griffin Capital Essential Asset REIT II, Inc., positions he has held since April 2019. From June 2014 to April 2019, Mr. Hirsch served as Vice President and Secretary. Mr. Hirsch served as Chief Legal Officer and Secretary of Griffin Capital Essential Asset REIT, Inc. (GCEAR) from December 2018 to April 2019. Prior to that, he served as GCEAR's Vice President and Assistant Secretary from January 2015 until December 2018. Mr. Hirsch also serves as Vice President and Assistant Secretary of Griffin Institutional Access Real Estate Fund, positions he has held since January 2015; and as Vice President and Assistant Secretary of Griffin ... (view full description)

Lucas Johnson

Due Diligence Analyst
National Planning Holdings, Inc

Daniel Joyce

Senior Investment Specialist
WestPark Capital

Steven L. Kantor

CEO
SK2 Financial

Steven L. Kantor is CEO of S2K Financial, where he is responsible for overseeing the strategic direction of the firm. Additionally, he is CEO of S2K Partners (the lead investor in S2K Financial), a New York-based alternative investment firm dedicated to providing capital and strategic solutions to middle market companies and funds. Steven has over 30 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director an ... (view full description)

Janis Kerns

Of Counsel
Nelson Mullins Riley & Scarborough LLP

Janis Kerns is of counsel to Nelson Mullins Riley & Scarborough LLP in Washington, D.C., where she focuses her practice in the investment and asset management industry. An experienced former senior counsel in the SEC's Division of Investment Management, she counsels private and public funds, business development companies, and their advisers on all aspects of formation, regulation, operation, compliance, and interpretive issues.She has experience analyzing and translating the issues facing the investment management industry and has spent her 20-year career serving in that industry as a practitioner, regulator, speaker, and author.She represents business developmen ... (view full description)

Rosemarie Leong

Due Diligence Manager
Silverhawk Private Wealth

Rosemarie brings 20 years' experience in the securities industry, currently serving as due diligence consultant for Silverhawk Private Wealth, a wealth management firm located in Scottsdale, Arizona. She has worked in wholesale distribution channels, as a financial advisor at Paine Webber, managed the top financial planning team at SmithBarney/Los Angeles and served as a VP at Prudential Financial/Los Angeles where she became the firm's #1 national high net worth client asset manager. Previously, Rosemarie was a statistical analyst at the United Nations International Labor Organization (ILO) in Geneva, Switzerland. She is fluent in five languages.

Kimberlee Levy

General Counsel
Concorde Holdings, Inc.

Kim is the Chief Compliance Officer of Concorde Investment Services, LLC and Concorde Asset Management, LLC. Headquartered in Troy, Michigan, Concorde Investment Services is a national securities broker dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investments Services is affiliated with Concorde Asset Management, LLC, a SEC registered investment adviser, and Concorde Insurance Agency, LLC, which is insurance licensed to solicit insurance products in over 30 states. At Concorde, Kim is responsible for providing compliance and legal advice and counsel to management and personnel of the company in its various business lines, incl ... (view full description)

Steven Lichtenfeld

Partner
Proskauer

Steven L. Lichtenfeld is Co-Chair of both Proskauer Rose's Real Estate Capital Markets and Real Estate Finance Groups where he focuses on public offerings and private placements of debt and equity securities, mergers and acquisitions, senior and mezzanine financings and other corporate, partnership and limited liability company matters. Recognized by Chambers USA as “a strong advocate who will leave no stone unturned", Steven brings to bear the unique ability to handle all aspects of real estate capital markets and finance transactions involving debt, equity, fund formation, mergers and acquisitions, REITs and joint ventures. In fact, Steven handles every facet of these transactions, includi ... (view full description)

Jim Manouse

Cheif Distribution Officer
Lodging Opportunity Fund, REIT

Craig Merkt

Sr. Due Diligence Specialist
Calton & Associates, Inc.

Mr. Merkt joined Calton & Associates in July, 2016 is responsible for leading Calton’s due diligence and marketing efforts for alternative products. He has a Bachelor degree in Economics, a Master’s degree in International Law, and JD in Business Law.  He has been an advisor and sales manager to advisors, along with having worked for FactRight a leading third-party due diligence firm.  Most recently Craig had been the head of due diligence for an equipment leasing product sponsor.  Craig works out of Calton’s home office in Tampa, Florida.  

Justin Milberg

Portfolio Manager, Diversified Income Fund
Resource

Justin Milberg serves as the Portfolio Manager for the Resource Real Estate Diversified Income Fund. Prior to joining Resource, Mr. Milberg was a Managing Director in the Financial Institutions Investment Banking Group at Merrill Lynch and before that was a Managing Director at Lazard. Mr. Milberg has 25 years of experience in the financial services industry, and has an MBA from The Wharton School of Business and a BA from Cornell.

Kirk Montgomery

Partner
Kirk Montgomery Law, LLC

Kirk Montgomery is the Managing Partner of Kirk Montgomery Law, a law firm specializing in legal and regulatory matters related to real estate and other private placement offerings as well as broker dealer, registered investment advisor and family office law and governance.   Kirk is also a principal of recently formed Addison Montgomery, LLC, a consulting company focused on the structuring, formation and distribution of alternative investments. Addison Montgomery also specializes in charitable foundation formation, governance, strategic grantmaking and next gen program development.   For over 30 years, in addition to private practice experience, Kirk served as Genera ... (view full description)

Mitchell Morrison

Managing Director, Due Diligence/ Corporate Development
Westpark Capital Securities

Mr. Morrison has over thirty-five years experience in financial services and specializes in national sales, philanthropy/charitable planning. Mitchell is a Managing Director at Westpark Capital, Irvine California.  Mitch is a Registered Fiduciary and nationally known speaker on foundations/charitable gift planning. Mitchell was also formerly with the Federal Bureau of Investigation stationed in Washington D. C. and New York City. He is the author of two books, "Charity is a Contact Sport," through Winepress Publishing, and "Why Trump Won" Amazon Publishing. He is the creator of the Certified Charitable Gift Planner (CCGP) designation certified by the California Bar Association. He is the fou ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Neal Nakagiri

President, CEO, CCO
NPB Financial Group, LLC

Nakagiri has been in the securities industry since 1976, when he was an Investigator in the NASD (Finra) Los Angeles office.  NPB has been a dually-registered Finra BD and SEC IA since 2005, with 55 producing Reps.  In 2004, he was a Director of Meredith Enterprises, Inc. a REIT that was listed on the American Stock Exchange.  He was a member and 2003 Vice Chair of the NASD LA District Committee, (2001-2003), a member and Vice Chair of the NASD National Adjudicatory Council, (2004-2006), and a 2009 member of the Finra Small Firm Advisory Board.  He is a member of the State Bar of California with a JD from Loyola Law School of Los Angeles (1991) and a BA Economics degree f ... (view full description)

Maksim Netrebov

President
Maks Financial Services

Maksim Netrebov is the founder and president of Maks Financial Services, a registered investment advisor in Princeton, NJ. As an independent advisor, Maksim & his company work with their clients, to help simplify their lives by providing ongoing, financial planning and asset management services. Maks Financial Services employs comprehensive financial planning and alternative investments to create a holistic, risk managed strategy for their clients. Prior to founding Maks Financial Services in 2009, Maksim Netrebov spent time at UBS Financial Services and Ameriprise Financial, then known as American Express Financial Advisors. Mr. Netrebov attended Pace University where he studied In ... (view full description)

Daniel Oschin

Chief Strategy Officer
Shopoff Realty Investments, L.P.

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the companys platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than twenty five years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of ... (view full description)

Phil Owens

Senior Vice President, Advisory & Consulting
Green Street Advisors

Phillip Owens is a Senior Vice President at Green Street Advisors, a Newport Beach, CA based real estate research and advisory firm specializing in publicly traded real estate companies. In his 6 Years at Green Street, he has been involved in more than $50 billion of transactions across all major and niche real estate asset classes. Much of Phillip's work at Green Street involves portfolio and company valuation and pricing, evaluation of strategic alternatives, and investor communication activities. His clients include public, private, and non-traded REITs, owner operators, diversified financial services firms, and REIT conversion candidates, among others. Phillip is an active ... (view full description)

Lauren Prevost

Partner
Morris, Manning & Martin LLP

Lauren B. Prevost is a partner in the Corporate, Securities and Real Estate Capital Markets Practices at Morris, Manning & Martin, LLP. Ms. Prevost has more than 25 years of experience representing issuers, underwriters and selling shareholders in connection with registered public offerings. In addition, Ms. Prevost represents corporations and funds in connection with private placements and other exempt securities offerings. Ms. Prevost devotes a significant portion of her practice to representing sponsors of non-listed REITs, guiding sponsors through the program structuring and initial public offering process, and providing counsel with respect to ongoing reporting requirements, corpora ... (view full description)

Craig M. Porter Rollins

Wealth Advisor
LJCooper Wealth Advisors

Craig M. Porter Rollins RFC® Partner Emeritus with LJCooper Wealth Advisors a Registered Investment Advisor (RIA) registered with the SEC. Mr. Rollins began his financial services career in 1985.   In 2016 Mr. Rollins and LJCooper were the recipient of the Utah Valley Chamber of Commerce Business & Education Partner of the Year for their efforts with the Utah Valley University Financial Planning Program, where he serves on the National Advisory Board. Craig is also the recipient of the REISA (ADISA) Distinguished Service Award 2013.   Mr. Rollins is a wealth advisor, specializing in helping clients and business owners with properly liquidating and repositioning hi ... (view full description)

Charles Schreiber

CEO
KBS Realty Advisors

Mr. Schreiber serves as chief executive officer of KBS Realty Advisors and its affiliate KBS Capital Advisors. Both are nationally recognized real estate investment advisory firms with transactional volume of approximately $30.0 billion. KBS operates numerous institutional and sovereign wealth funds as well as five non-traded REITs. Mr. Schreiber oversees all KBS operations including the acquisition and management of individual investments and portfolios of income-producing real estate assets. He directs all facets of the company's business activities and is a member of the KBS Investment Committee, which evaluates and authorizes new investment opportunities for the firm. Mr. Sch ... (view full description)

William Shopoff

President
Shopoff Realty Investments L.P.

William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P.  Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting.  Mr. Shopoff has acquired over 1,000 properties on behalf of his various entities, including the acquisition of over 6,000 apartment units (fee or mortgage loans) and the entitlement of over 7,000 lots/units of land suitable for single-family or multi-family development.  ... (view full description)

Leonard Silverstein

President & COO
Preferred Apartment Communities

Leonard A. Silverstein is a co-founder of Preferred Apartment Communities, Inc. He has served as President and Chief Operating Officer of the Company since August 2012 and continues to serve as a member of the Board of Directors. Prior to that time, he served as Executive Vice President, General Counsel, Secretary and Vice Chairman of the Board of Directors of the Company since its formation in 2009. Mr. Silverstein has also served as President of Williams Realty Advisors, LLC since January 1, 2012 and as General Counsel of Williams Realty Advisors, LLC and Chief Operating Officer of Corporate Holdings, LLC since 2004. Since partnering with John A. Williams in 2004, he has been involved in a ... (view full description)

Suneet Singal

Founding Principal/Chairman
First Capital Real Estate Investments

Mr. Singal began his real estate finance career in 2001 in lending origination and eventually formed his own  company growing to over $75M in annual origination as a direct lender. He eventually merged and acquired a  national Inc. 500 real estate lending platform in 2006 and grew it to over $1B a year in originations in both  retail and wholesale as a direct lender with business in over 40 states. After the real estate market turn in  2007-08, he advised and became a principal in multiple development projects ranging from land  development  both  residential  and commercial  including master  plans, multi-family, self-storage, hospitality, industrial, retail/qsr, and mixed use properties. M ... (view full description)

Todd Snyder

Managing Member
Snyder Kearney, LLC

Darryl Steinhause

Partner
DLA Piper

Darryl Steinhause is a partner in DLA Piper's Real Estate Capital Markets group. Darryl Steinhause has acted as lead counsel to REITs engaged in raising capital (pursuant to Regulation A and Regulation D) as well as roll-up REITs which were designed to allow owners of real property to contribute their property to an operating partnership in exchange for limited partnership interests. Both the UpREIT roll-ups and stand-alone roll-ups have similar and complex tax and securities considerations.  Mr. Steinhause has also been lead counsel to several preferred-interest offerings in operating partnerships and other REIT offerings. With more than 30 years of experience in highly technica ... (view full description)

Frank Tauches

EVP & GC
American Portfolios Financial Services, Inc.

Frank was born in Brooklyn, New York and earned a Bachelor of Arts degree from Fordham University and a Juris Doctor degree from St. John's University School of Law. Frank served on active duty for three years as a Captain in the United States Marine Corps. He remained active in the reserve and returned to duty again as a Colonel in conjunction with Operation Desert Shield/Desert Storm. He was elected President of the Marine Corps Reserve Officers Association in 1993 and retired in 2007 with forty-two years total service. He continues to serve on the Investment Oversight Committee of Marine Corps Community Services. Frank first entered the securities industry in 1974 ... (view full description)

Rosemarie Thurston

Partner
Alston & Bird LLP

Rosemarie Thurston is a partner and leads the firm's REITs and Real Estate Funds practice. Ms. Thurston represents numerous REITs, real estate funds and real estate operating companies in their fund formation, public securities offerings, private placements, mergers and acquisitions, joint ventures, roll-ups, and ongoing securities law compliance. Ms. Thurston also counsels broker-dealers on compliance with applicable regulations of the Financial Industry Regulatory Authority (FINRA) in connection with the distribution of securities. She is one of the nation's most experienced attorneys in public securities offerings for REITs, having been lead counsel for over $50 billion of the ... (view full description)

Tim Toole

President and CEO
NorthStar Securities, LLC

Mr. Toole is the president of NorthStar Securities, LLC and is responsible for the day-to-day management of the broker-dealer. He brings more than 25 years of successful leadership at various public and private real estate and investment companies. Mr. Toole has spent a significant portion of his career structuring and directing sales and distribution teams introducing diverse offerings—such as variable annuities, structured products, unit trusts and others—to the marketplace. As a result, he has a depth of product knowledge and a unique understanding of the most effective ways to achieve results in the financial industry. Before joining NorthStar in September ... (view full description)

Darren Whissen

President
Atomi Financial Group

Darren Whissen is a managing partner of four firms: 1) Atomi Financial Group, a boutique wealth management firm; 2) Aliso Advisors, a FINRA / SEC compliance consulting firm; 3) Link Alts, an alternative investment capital markets consulting firm, and 4) OpenAlt, an alternative investment due diligence digital solution. All four firms focus on the interactions between fee-based Registered Investment Advisers (RIAs) and alternative investment offerings. Prior, Darren was the executive vice president of marketing for a dealer manager focused on non-traded offerings. He has also served as the director of due diligence for a private equity investment bank, and the chief investment officer a ... (view full description)

Dana Woodbury

President and CEO
Buttonwood Investment Services

Dana Woodbury

President
Buttonwood Investment Services

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Phone: +1 (212) 901-0506
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Event Contacts for The 12th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium

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*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

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(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
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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