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JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

JP Ackerman is President of Strategic Real Estate Products at House Canary with specific focus on analytical product development and strategic advisory serving the development and institutional investment space.  HouseCanary provides data-driven technology solutions that enable lenders, appraisers and institutional real estate investors to make more informed, efficient and effective business decisions. The company is indexing details on every property, mortgage, consumer and neighborhood in the US to provide extensive detail on property, valuation, market behaviors, demographics and consumer insights. HouseCanary produces predictive analytics on 20,000+ submarkets across the nation, includin ... (view full description)

Pete Adler

Retirement Board Chair
Metro Wastewater Reclamation District

Pete Adler is a Project Manager with the City of Arvada, Colorado, Department of Utilities. He has been with Arvada for over 29 years, working in the Human Resources, Public Works and Utilities Departments. Pete has also been a member of the Metro Wastewater Reclamation District Board of Directors for 14 years, and is presently the Board Chairman of this special district serving over 1.8 million people in the metro Denver area. Pete was elected by members of the City of Arvada Retirement Plan (CARP) to the Board of Trustees in 1999 to fill an unexpired term, and re-elected to the Board in 2001, 2005, 2009 and 2013. CARP is a mandatory 401(a) defined contribution plan with assets ... (view full description)

Steve Anapoell

Managing Partner
BridgeForth Capital LLC

Steve Anapoell is recognized as one of the top EB-5 program securities attorneys in the United States and is considered a thought leader in the industry. Prior to forming BridgeForth Capital, he was a founding shareholder of the Orange County, California office of one of the largest international law firms in the world, where he established the firm’s EB-5 Corporate and Securities practice. Mr. Anapoell has played an integral role in some of the largest and highest profile EB-5 projects in the country, involving in excess of $1.5 billion of EB-5 program dollars, and is a popular and sought-after speaker on the EB-5 program. He holds a rating of preeminent in his field by Martindale-Hubbell, ... (view full description)

Sean Armstrong

Principal & Portfolio Manager
Westport Capital Partners LLC

Mr. Armstrong is a Principal of Westport Capital Partners LLC. He is one of three portfolio managers for its investment funds. Westport’s funds are principally focused on making opportunistic and distressed investments in real estate, mortgage debt, marketable securities and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and life-cycle of a real estate asset.    Throughout his career, Mr. Armstrong has been responsible for office, retail, self-storage, multi-family, industrial and hotel  investments across the United States, Europe and Japan. His experience runs the gamut from property acquisition through repositio ... (view full description)

Andrew Auerbach

Partner
Bryan Cave

Andrew Auerbach is a real estate private equity lawyer with over 15 years of experience structuring, negotiating and documenting complex real estate finance transactions across all asset classes. Andy has broad experience representing borrowers and lenders in all aspects of financings, including senior and subordinate loans, mezzanine loans, securitized loans, construction loans and preferred equity investments.  He also represents clients in connection with distressed situations, including workouts, foreclosures and restructurings.    Andy is the leader of the firm’s Real Estate Private Equity and REITs practice, working with his team to address client challenges and seize oppor ... (view full description)

Henry Bandet

Founder & Partner
HG Capital, LLC

Henry Bandet founded the HG Capital funds in 1995, and is a partner in HG Capital. He has originated and structured more than $1.5 billion of value-added and opportunistic real estate investments in the western U.S. Prior to founding HG Capital, Mr. Bandet was the President of the Hunting Gate group of companies, a diversified real estate business with offices in California and England. Mr. Bandet graduated from Stanford University with a B.A.S. degree in Economics and a B.A.S. degree in Applied Earth Sciences, both with honors. HG Capital, LLC (HG) is a real estate investment firm that provides capital to value-added and opportunistic commercial, residential, and land developmen ... (view full description)

Howard Barash

Principal
CohnReznick Advisory Group

Howard Barash is a principal with CohnReznick Advisory Group with more than 30 years of experience in the real estate capital, multifamily, and commercial real estate markets. He has worked with large institutional investors and owners of real estate both domestically and internationally, helping clients drive change and innovation throughout their organizations by analyzing the way they work and developing innovative strategies. This often includes aggregating financial and operating information and synthesizing it into quality consolidated reporting. Howard has worked with multibillion dollar private equity firms and has assisted in the formation of new real estate investment ventures. He ... (view full description)

David Barksdale

Partner
Ballard Spahr LLP

David A. Barksdale is Team Leader of Ballard Spahr's Private Equity Real Estate Team. He focuses his practice on transactional finance, including structured and syndicated finance, and project finance in the real estate and energy industries. In addition to representing both lenders and borrowers in a range of transactions, he has experience with acquisitions, development, leasing, workouts, and restructurings. Mr. Barksdale represents life insurance companies, financial institutions, and investment banks as lenders and equity investors in project finance, and as lenders in the origination of real estate finance for balance sheet or securitization. He also represents energy providers in obta ... (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)

Scott Berg

Executive Director
Morgan Stanley

- Scott Berg is an Executive Director of Morgan Stanley, where he is a member of the US Capital Markets Group in the in the Firm’s Real Estate Investing Business. Scott focuses on sourcing financings for both opportunistic and core investments throughout the US.   - Prior to joining Morgan Stanley in 2007, Scott was an attorney in the real estate group at Paul, Hastings, Janofsky and Walker and the private equity group at Kirkland and Ellis.

Pete Bethea

Executive Managing Director
NGKF Capital Markets

Pete Bethea joined NGKF Capital Markets in 2015 as an executive managing director in the firm’s La Jolla, California, office, bringing with him more than 25 years of experience in the shopping center industry. Mr. Bethea leads the firm’s shopping center practice for the Western Region, which includes California, Arizona, Idaho and Nevada. One of the leading retail investment brokers in the Southwest, Mr. Bethea has successfully represented such diverse clients as DDR, Gerrity Group, Kimco, Principal Global Real Estate Advisors, RPAI and Weingarten. In recent years, he has been responsible for the sale of more than $4 billion in shopping centers. Mr. Bethea is an activ ... (view full description)

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and the leader of the Firms Commercial Real Estate Industry Practice in our West Region. With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators.Prior to joining the Firm, Gregg served as director of tax for Westfield Corpor ... (view full description)

Matthew Burk

CEO
Fairway America, LLC

Matt Burk is the nation's foremost authority in the specialized field of non-institutional sized, small balance real estate (SBRE) asset based 506 regulation D pooled investment funds. He is a widely respected and highly regarded advisor, consultant, and investment manager, mentoring dozens of SBRE fund managers around the country and author of the industry gold standard blog followed closely by serious SBRE entrepreneurs and HNW investors alike. He has played the leading role in the architecture and creation of more than 100 SBRE funds tallying more than $2,500,000,000 in total offerings since 2012.   Matt is Founder and CEO of Fairway America, LLC, SBREfunds.com, and Chief Inve ... (view full description)

Bruce Burkard

Managing Partner
Four Corners Properties

Bruce Burkard founded Four Corners Properties ("FCP") in 2005.  FCP is an established local investor, developer, and operator who has invested approximately $900mm in opportunistic real estate across 3 million square feet since 2005.  Four Corners is focused on Value-Add, Urban Infill Development and Redevelopment of Commercial Properties in Northern California. Mr. Burkard has extensive experience in real estate investment, financing, asset management and development. Prior to founding Four Corners Properties, Mr. Burkard was an Acquisitions Director with Broadreach Capital Partners, where he was responsible for office and R&D investments in Northern California and Denver.  Prior to tha ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

David is Managing Partner of Argosy Real Estate Partners, a real estate fund management firm.   Mr. Butler, based in San Francisco, is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations.  He is a member of the firm’s Investment Committee and Management Committee.. Argosy specializes in opportunistic, value-add and core-plus real estate investments. Through joint venture structures, Argosy partners with operating partners possessing significant local market knowledge and a demonstrated track record of success. Argosy Real Estate Partners currently has over $1 billion of gross real ... (view full description)

Jason Carney

Principal
Atalaya Capital Management LP

Jason is the head of sourcing and new business for Atalaya Capital Management, a $2.5 billion NYC-based private equity firm focused on investing in credit opportunities in real estate, specialty finance and corporate finance.  Prior to Atalaya, Jason co-founded the distressed debt business at Palatine Capital Partners, a New York-based real estate private equity fund.  At Palatine, he managed the distressed loan acquisition business from 2009 – 2013, investing primarily in real estate assets across the US.  Prior to joining Palatine, Jason led loan sourcing, diligence and execution at Silver Point Capital, a $10 billion hedge fund located in Greenwich, CT.  Jason began his investment career ... (view full description)

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Exec ... (view full description)

Jim Chahine

Chief Financial Officer
Integral Communities

Jim Chahine joined Integral Communities in 2004 and has since become a key member of the company's Executive Management team. He has assumed a strategic and advisory role in the overall management of the company with direct responsibility for accounting, finance, forecasting, strategic planning, legal negotiations, investor relations and partnership compliance. During Mr. Chahine's tenure with the Company, he has sourced capital for over 20,000 units with a total capitalization of over $1 billion. Mr. Chahine's leadership position within the Company is expected to continue to grow over the next few years as the Company pursues additional growth strategies and explores new markets. Prior to j ... (view full description)

Barry Chase

Managing Principal & CEO
Belay Investment Group

Mr. Chase is responsible for overseeing all investment activities for Belay Investment Group, LLC, and is a member of the firm’s Investment Committee. He has more than 35 years of institutional real estate investment experience. Prior to co-founding AVP Advisors, LLC in 2004 (the predecessor firm to Belay), Mr. Chase held senior executive positions at Koll Development, Cushman Realty Corporation and CT Realty, where he directed more than $2.5 billion in commercial real estate transactions through multiple market cycles. During his career Mr. Chase has been involved in all aspects of the real estate value chain, including deal origination, acquisitions/dispositions, asset management, ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also a Managing Partner of Counter Management. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Counter Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

Rene Circ

Director of Research
CoStar Portfolio Strategy

No biography specified

Jack Creedon

Partner
Ropes & Gray LLP

Jack Creedon represents real estate private equity funds, hedge funds, REITs, university endowments and other institutional investors in a wide variety of real estate transactional matters, including joint ventures and co-investments, distressed debt purchases and debt restructurings, complex acquisitions and dispositions, financing, leasing (including sale leasebacks) and ground-up development. Jack was named as one of Real Estate Forum’s 50 Under 40, is ranked in Chambers USA, The Best Lawyers in America and The Legal 500 and has twice been named a Law360 Rising Star. Clients describe Jack as “a sharp young guy who's a very knowledgeable and creative real estate transaction la ... (view full description)

Jesse Criz

Partner
DLA Piper

Jesse A. Criz is a partner in the Real Estate Capital Markets group of DLA Piper. He represents institutions, investors, developers and entrepreneurial companies in all aspects of the real estate capital markets area, consisting of a wide variety of complex domestic and international real estate, corporate, and partnership transactions, including public and private securities offerings, formation of private real estate funds and all forms of public and private REIT transactions. Mr. Criz also concentrates his practice in the areas of federal and international taxation and the laws affecting business entities. Mr. Criz has extensive experience in the real estate area, including representation ... (view full description)

Robert Cudd

Senior Partner
Polsinelli

Robert Cudd is a senior partner practicing in the New York office of Polsinelli PC.  Mr. Cudd has over 30 years’ experience in a broad range of domestic and international tax matters, involving domestic and foreign partnerships, corporations, insurance companies, limited liability companies, joint ventures, master limited partnerships, private equity funds, real estate investment trusts and sovereign investment funds.  Mr. Cudd has had extensive experience structuring domestic and cross-border infrastructure, timber and energy funds involving public and private REITs, utilities, sovereign wealth funds, pension funds and foundations.  He has been involved in all of the tax aspects ... (view full description)

Philip Cyburt

Chief Executive Officer
Laurus Corporation

Philip W. Cyburt joins Laurus Corporation as Chief Executive Officer with over 26 years of real estate experience. Together with the founders, Mr. Cyburt leads the organization to ensure that the quality of each investment fulfills the greatest potential for investors and aligns with Laurus' strategy. His career has engaged him to work closely with a wealth of well positioned contacts in the banking and real estate industries both nationally and internationally. Mr. Cyburt's breadth of skills and knowledge in corporate restructuring, capital investment, acquisition, development, and disposition of billions of dollars in real estate transactions brings tremendous value to Laurus Corporation. ... (view full description)

Christopher Czarnecki

CEO & President
Broadstone Real Estate

Chris Czarnecki joined Broadstone in 2009 and became CEO in 2017; in this role he is responsible for leading the overall Broadstone organization. In previous roles at Broadstone, Chris served as the firm’s President and Chief Financial Officer. In these roles he oversaw various functions, including capital markets activities, accounting, property management and operations. His responsibilities included raising new debt and equity capital for investment, managing investor relations, conducting industry research, board and investor communications and portfolio analytics.Prior to joining Broadstone, Chris was a commercial real estate lender and credit analyst for Branch Banking & Trus ... (view full description)

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of Dalfen Industrial and the General Partner and is responsible for the firm’s investment activities, origination of new business and implementation of the last mile investment strategy. Sean is also a member of the firm’s Executive Advisory Committee and the General Partner’s Fund IV Investment Committee. After joining the firm in 2006, Sean was instrumental in the firm becoming one of the largest buyers of industrial real estate, having executed over $1.4 billion of transactions involving in excess of 30 million square feet of industrial properties in the U.S. and Canada. Prior to Dalfen, Sean worked at NAI Commercial as an Investme ... (view full description)

Christian Dalzell

Chief Originations Officer
Starwood Property Trust

Christian Dalzell is a Managing Director and Chief Originations Officer of SPT Management, the external entity that manages Starwood Property Trust (NYSE: STWD), an affiliate of Starwood Capital Group that is the largest commercial mortgage REIT in the U.S. In this position, Mr. Dalzell is responsible for Starwood Property Trust’s national originations, including senior debt, mezzanine and preferred equity investments. Prior to assuming this role in 2014, Mr. Dalzell served as the Global Head of Capital Markets for Starwood Capital Group. In this role, Mr. Dalzell was responsible for all debt capital market activities globally for the Firm’s funds and Starwood Property Trust. He ... (view full description)

Malcolm Davies

Principal
George Smith Partners

Malcolm has over 20 years of experience as an award-winning capital advisor and developer, having advised and been involved with over $4B worth of financings, both in the equity and debt markets. Over the past decade, Malcolm has brought his extensive industry knowledge as a developer to the capital markets, serving as a capital advisor – an aspect of the industry in which he has always excelled. Malcolm has thrived in this position, leading developers and investors to structure and capitalize billions of dollars worth of commercial real estate ventures. As Principal/Managing Director, Malcolm has vast experience in structuring various scenarios within the capital stack including non-r ... (view full description)

Richard Davis

Shareholder
Greenberg Traurig, LLP

Richard F. Davis focuses his practice on U.S. and international real estate, business and finance law. He has represented many nationally and internationally known owners, developers, investors, and lenders in all aspects of real estate acquisition, development, operation and finance. He has been involved in international transactions involving more than seventeen countries with particular emphasis on Mexico, Latin America, the Caribbean, Japan, the People's Republic of China and Europe.

Warren de Haan

Head of Originations
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE, with $13+ billion in assets under management in commercial real estate debt strategies. He is the Head of Asset Originations and is a member of ACORE’s investment committee.   Mr. de Haan has 21 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014.   Prior to Starwood he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance busin ... (view full description)

Brian De Lowe

Principal
Kor Group

Brian is a Principal with The Kor Group, a fully-integrated real estate investment, development and management firm based in Los Angeles.  He is also President and Co-Founder at Proper Hospitality, where Brian leads the sourcing of new business and strategic partnerships and is responsible for overall corporate strategy, including the conceptualization and development of the Proper brand.  As Principal at The Kor Group, Brian leads corporate strategy and the sourcing and execution of acquisitions. Since 2004, Brian has successfully closed over $500 million of acquisitions and $500 million of dispositions with the company. Brian's prior roles have included Vice President of Busine ... (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)

John Diedrich

SVP- Investments
CA Ventures

John Diedrich serves as the Senior Vice President of Investments for CA Ventures and is in charge of investment oversight as well as the analyst and research groups. He is responsible for the oversight of CA's acquisition and development analytic process related to new deals as well as valuations and market-to-market of CA's existing portfolio and providing our investors with regular updates on their investments.

John graduated from the University of Illinois with a Bachelor of Science in Finance.

Jon Dishell

Chief Business Development Officer
Gemini Rosemont

Jon Dishell is the Chief Business Development Officer of Gemini Rosemont with overall responsibility for investor relations, investment management, corporate marketing, public relations, and, along with the rest of the Executive Management team, the company’s ongoing strategy to expand its 8.5mm SF portfolio with Class A office assets in tech-centric coastal gateway markets, and opportunistically in secondary markets. With over 35 years of experience in commercial real estate, Jon has an extensive background across the spectrum of real estate capital markets activities, while his tenure in the institutional investment arena commenced in 1993. Most recently, Jon spent seven years ... (view full description)

Kyle Early

Vice President
CIM Group

Kyle is a Vice President of Investments at CIM Group, a full service urban real estate and infrastructure fund manager with approximately $20.5 billion of assets under management.  Based in Los Angeles, he is responsible for sourcing, executing, and managing investments in credit, core, value-add, and opportunistic real estate strategies.  Previously Kyle was a Vice President with Forman Capital where he sourced, executed, and managed investments in high-yield real estate debt.  Prior to that he was an Acquisitions Associate with Montecito Investment Company and began his real estate career as an Analyst with Minto, a private homebuilder.  Kyle has a MBA from the Haas School of Business at t ... (view full description)

Eric Emrich

CFO
Lubert-Adler Partners, LP

Mr. Emrich, Chief Financial Officer, Treasurer and Vice President, has over 25 years of experience in private equity, real estate and investment partnerships. He is responsible for all finance, accounting, tax, and risk management for Lubert-Adler Partners, LP. Prior to joining Lubert-Adler, Mr. Emrich was Tax Director and Controller for the CMS Companies' private equity/hedge funds. He was also a Managing Partner for a SEC registered investment advisor in Plymouth Meeting, PA. In addition, Mr. Emrich spent 12 years in public accounting, including 7 years with KPMG, LLP in Philadelphia. For KPMG, Mr. Emrich served the Philadelphia office's real estate, venture capital, security pa ... (view full description)

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the ... (view full description)

Dani Evanson

Managing Director
RMA, Inc.

RMA is a private real estate investment management firm that invests in multiple property types throughout the United States. Align Finance Partners provides mezzanine fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.  Responsibilities and Experience:   Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. (“RMA”). Together with executive management, she co-leads the firms’ strategic direction. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, ... (view full description)

David Eyzenberg

Principal – Debt, Joint Venture & Structured Capital
Avison Young

David Eyzenberg is a Principal in the New York office, where he is the US lead for a team responsible for the origination and execution of real estate investment banking transactions.  His primary focus is assisting owners, developers and operators to efficiently access capital from the institutional investor universe.   Core competencies include structuring joint venture equity, mezzanine debt/preferred equity and debt transactions for existing or to be built real estate projects.  Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases.  Complementing his professional endeavors, Mr. Eyzenberg teaches grad ... (view full description)

Bratton Fennell

CFO
Burroughs & Chapin Company, Inc.

Bratton Fennell is the Chief Financial Officer at Burroughs & Chapin Company. He is responsible for the Finance and IT Divisions of the company. Prior to joining Burroughs & Chapin, Bratton was Chief Financial Officer of Giant Cement Holding, LLC and prior served as an Assurance Services Partner at PricewaterhouseCoopers, LLP.

Bratton received his undergraduate and graduate degrees in business and accounting from the University of South Carolina where he graduated Magna Cum Laude. Bratton is active in a number of community and professional associations and is Past Chairman of the South Carolina Association of CPAs.

Bruce Fischer

Shareholder
Greenberg Traurig, LLP

Bruce Fischer heads the real estate group in Orange County, and his practice focuses on working with real estate funds and REITS and their advisors in connection with the origination and purchase of, and participation in, senior and subordinate "mezzanine" loans and the purchase and sale and financing of commercial properties (including multi property and multi state portfolio sales and acquisitions), directly or through the formation of joint ventures with local operators and/or developers. Bruce's practice also includes the representation of institutional lenders and institutional owners in connection with workouts involving complex loan restructuring, foreclosures, deeds in lieu of forecl ... (view full description)

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Since joining Oaktree in 1995, Mr. Fisher has become a senior member of the real estate team. He has been involved in the investment and management of its real estate funds. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, hotels, retail, residential, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an Assistant Vice President in the Special Credits Real Estate Group at TCW. Before that, he managed a portfolio of non-performing and performing loans and real estate for the J.E. Robert Companies. Prior to that, Mr. Fisher w ... (view full description)

Michael Fleischer

Managing Director
Real Estate Credit Solutions

Mr. Fleischer  is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on  Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambr ... (view full description)

Lynn Fontaine

Office Manager
Isles Ranch Partners

No biography specified

Chris Fraley

CIO
RealtyMogul

Chris Fraley is the Chief Investment Officer for RealtyMogul and a member of RealtyMogul’s Investment and Executive Committee.    Mr. Fraley has over 20 years of experience in commercial real estate finance, specializing in complex joint venture equity investments; first at Rockwood Capital and later at a company he founded called Evolve. Since Mr. Fraley started as CIO in June 2017, RealtyMogul has closed investments in over $300M of assets in joint venture, debt and preferred equity. Mr. Fraley started Evolve in 2013, focusing on co-general partnership opportunities and has structured transactions totaling $400M in cost.  Prior to star ... (view full description)

Paul Fuhrman

Executive Director & Head of U.S. Acquisition
Colony Capital, LLC


Mr. Fuhrman, Executive Director and Head of US Acquisitions of Colony Capital, is responsible for the identification, evaluation, and consummation of new investments.

Prior to joining the Colony Capital business in 2008, Mr. Fuhrman was a partner at Latham & Watkins LLP where he was co-chair of the firm's global real estate practice group. He received his J.D. from Loyola Law School, Los Angeles in 1995 and his B.A. from the University of California, Los Angeles in 1991. Mr. Fuhrman has also been a periodic guest lecturer at the USC and UCLA law schools on the subject of real estate finance and investing.

Sean Fulp

Executive Managing Director
Newmark Knight Frank

Sean Fulp leads Team Shannon’s Private Capital Group in Southern California and throughout all other major markets in the western region. In the past three years alone, he has completed 75 transactions with an average transaction size of approximately $19 million and aggregate value of more than $1.4 billion. Sean has unique experience transacting with private and institutional investors using conventional sales methods and online marketplaces. He earned his Bachelors of Science in Business Administration with a concentration in Marketing from California State University, Sacramento, while he simultaneously pursued and graduated from the Sacramento Entrepreneurship Academy (SEA).

Drew Fung

Managing Director
Clarion Partners

Drew D. Fung is an equity partner and Managing Director at Clarion Partners and co-Portfolio Manager for Clarion’s Debt Investment Fund. He oversees the Firm’s subordinate debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is also a member of the Debt Investment Committee, which approves all of the Firm’s financing activities. Drew joined Clarion Partners in 2012 and began working in the real estate industry in 1987. He has comprehensive commercial real estate lending experience, including more than 18 years focused on subordinate debt that includes all property types and capital stru ... (view full description)

Evan Gentry

CEO
Money360

Evan serves as the founder and CEO of Money360, an online marketplace where accredited investors can crowdfund loans secured by commercial real estate. Evan is an entrepreneur and innovator with a strong background in the application of technology to the real estate, lending and investment industries. He is also the founder and CEO of G8 Capital, a private equity real estate investment firm located in Ladera Ranch, CA. G8 Capital specializes in the acquisition of real estate assets and makes early stage equity investments in innovative business ventures applying technology to the real estate, lending and related industries. Evan has led the acquisition of more than $500 million of real estat ... (view full description)

James Gergurich

Tax Principal
KPMG LLP

James is a Tax Principal and has more than 16 years of experience in partnership and REIT taxation, most of it providing tax consulting services to public and private clients in the real estate and financial services industries. The organizations served by James include public and private real estate investors and developers, public and private REITs, private equity companies, and real estate management companies.  Further, in the past James has assisted hedge funds, high technology companies and homebuilders on tax matters, principally relating to partnership taxation.  He has worked on complex transactions including partnership mergers, DownREIT formations, initial public offer ... (view full description)

Jason Gilbert

Partner
Armanino LLP

Jason is the lead of the Armanino real estate lending practice, specifically private equity funds and peer-to-peer portals. In addition to annual assurance services, He actively helps clients with offering document structuring, day-to-day accounting and back-office operations consulting, as well as financial close assistance. Jason also serves as Armaninos resident fund management software expert. He is a Certified Public Accountant, as well as an active member of the California Mortgage Association and the American Association of Private Lenders. Jason earned his MBA from California State University, Hayward.

Jeffrey Giller

Partner, Head of Real Estate
StepStone Group

Mr. Giller has worked in the real estate private equity sector for over 25 years and has closed real estate investments totaling $3 billion. His experience includes the acquisition, asset management, structuring, financing, underwriting, pricing, and closing of transactions in the U.S., the UK, Western Europe, Latin America, and Asia. During his career, Mr. Giller has made investments in individual properties, programmatic joint ventures, large portfolios, real estate operating companies and private equity secondaries and recapitalizations in the real estate private equity, distressed commercial mortgage and commercial real estate mortgage backed securities sectors. Prior to forming ... (view full description)

Russell Gimelstob

Partner
Dune Real Estate Partners LP

Prior to joining Dune in 2005, Mr. Gimelstob was an Analyst in Goldman Sachs' Real Estate Investment Banking Division from 2003 to 2005, where he focused on commercial real estate lending.  Prior to that, Mr. Gimelstob traded commercial mortgage-backed securities in Goldman Sachs' Fixed Income, Currencies, and Commodities Division from 2002 to 2003.  Mr. Gimelstob's experience includes commercial mortgage-backed securities trading as well as first mortgage and mezzanine debt origination.   Mr. Gimelstob is a member of the Fisher Center Policy Advisory Board at the University of California Berkeley's Haas School of Business.  In 2012, he was the Hebrew Academy for Special Children ... (view full description)

Jeremy Glaser

Member, Co-chair Venture Capital Practice
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Jeremy serves as Co-chair of the firm’s Venture Capital & Emerging Companies Practice. Jeremy regularly represents technology-based companies principally in the software, mobile applications, clean energy, medical device and life science fields. He represents both issuers and underwriters in a wide variety of securities transactions, including IPOs, secondary offerings, and private placements, and represents venture capital firms, hedge funds and their portfolio companies in venture capital and PIPE financings. He also has deep expertise in representing buyers and sellers in acquisitions and dispositions of public and private companies. Jeremy routinely assists his clients in ... (view full description)

Brian Good

CEO and Founder
Eagle Group Fianance

Mr. Good founded Eagle Group in 2000. Headquartered in West Los Angeles since its inception 14 years ago, Eagle Group has owned and financed close to $1 billion in real estate. Eagle Group Finance provides direct non-recourse commercial real estate financing to property owners in California, Arizona, and Nevada. Prior to Eagle, Mr. Good was a real estate transactional attorney where he represented real estate investment trusts, publicly traded real estate companies, and high net worth individuals. Mr. Good is a graduate of the University of California, Santa Barbara, Loyola Law School and Northeastern University Business School. Mr. Good is a licensed California real estate broker and is a m ... (view full description)

Stuart Graiwer

Partner
Gibson, Dunn & Crutcher LLP

No biography specified

Eric Greenfield

Shareholder, Real Estate Division Chair
Polsinelli

Eric Greenfield focuses his practice on domestic and cross-border real estate transactions. He represents clients in connection with structuring, negotiating, and documenting all aspects of commercial real estate transactions, including acquisition, finance, leasing, and disposition of office, retail, industrial, and warehouse assets. A strong focus of Eric’s practice revolves around campus housing throughout the United States. His clients include investors, lenders, fund sponsors, purchasers, sellers, and joint venture partners. Eric also has experience in construction financing involving office, hotel, apartment, condominium, cooperative, and mixed-used projects. He regularly r ... (view full description)

Ronnie Gul

Principal
Mesa West Capital, LLC

Ronnie Gul is a Principal and co-head of west coast originations at Mesa West Capital. Ronnie has structured and closed over $4 billion in transactions on over 12 million square feet of commercial real estate properties. Ronnie’s real estate experience also includes the acquisition, management and renovation of a private multifamily portfolio in Los Angeles. Ronnie received a B.A. in Economics with honors from UCLA and an MBA from UCLA Anderson Graduate School of Management.  

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Tony has a broad range of experience in his over 25 years in the capital markets and financial services industry. His experience includes investment banking, institutional fixed income sales, investment product development, advising high net worth clients and senior leadership positions. Prior to joining CLA Tony served as a Vice President at John G. Kinnard and Company and Nuveen investments. Tony joined CLA in 2001 helping lead, build, and develop the wealth management service for the firm. Today Tony focuses his time developing boutique private investment solutions and serving the most sophisticated and affluent clients of the firm. One differentiator that our clients like in ... (view full description)

Todd Hankin

Partner
EisnerAmper, LLP

Todd Hankin is the partner in charge of audit services in the San Francisco office of EisnerAmper LLP and is a leader in the Firm's west coast real estate practice. Todd provides audit, accounting and consulting services to clients involved in real estate acquisition, development and investment. Todd's other areas of expertise include alternative investment funds, investment advisors and finance and lease companies. Todd recently led a successful joint venture proposal effort to provide real estate consulting services to the nation's largest public employees' retirement system. Todd began his career with the financial services group of KPMG where his focus was auditing real esta ... (view full description)

Kelley Hansen

Senior Vice President of Acquisitions
Bridge Investment Group Partners

Mr. Hansen has 24 years of experience in real estate management, development, and marketing. He is responsible for commercial acquisitions and business development. This includes screening and underwriting acquisition opportunities, and managing operating partner relationships. He is the primary liaison with governmental agencies, CMBS providers and special loan servicer, and is typically the first screener of potential acquisitions for Bridge-IGP.

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

Terence Hatton is Managing Director and Group Head of Fund Finance for MUFG. Mr. Hatton manages the group’s clients across the U.S. He is focused on providing subscription and bridge capital call facilities to all types of private equity funds. With more than 25 years of combined banking and private equity experience, Mr. Hatton joined MUFG in 2011. Prior to his current position, Mr. Hatton was employed at Starwood Capital Group were he was responsible for arranging debt financing on various commercial properties.  He also served as managing director of Bank of America for 16 years. Mr. Hatton received his bachelor’s degree in economics from University of Western Onta ... (view full description)

Jim Helfrich

Co-Founder & Managing Partner
HMC Assets

Jim Helfrich is the Co-Managing Partner of HMC Assets, LLC (“HMC”) and a partner at Wedgewood.   HMC, in conjunction with Wedgewood, manages numerous funds for the acquisition of Non-Performing and Re-Performing Residential Mortgages in select markets throughout the United States.  HMC sources, acquires, manages and liquidates pools of distressed mortgages with a focus on west coast markets.  Having achieved significant success in the acquisition and management of these investments portfolios, HMC is focused on providing foreclosure prevention alternatives to the borrowers while generating significant profits for its investors.             Prior to forming HMC Assets, LLC in 2009 ... (view full description)

Jilliene Helman

Chief Executive Officer
RealtyMogul.com

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

Jim Hibbert

Managing Director
Noble Street Advisors

Jim began his career with Deloitte and has over 20 years of CFO|Controller experience with real estate investors and developers.  This includes VP of Finance for the Southern California Division of Ryland Homes, VP of Finance for Lowe Enterprises Residential Advisors, and CFO|VP of Finance for Vintage Communities|CCL Holdings.  Jim graduated cum laude from University of the Pacific with a B.S. degree in Business Administration, Accounting concentration.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis.  Shortly thereafter the Department of the Treasury invited Jim to speak. 
 

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Robert J. Ivanhoe is Chair of the 300+ lawyer Global Real Estate Practice and Co-Chair of the REIT Practice at Greenberg Traurig. He concentrates his practice in sophisticated real estate structures, financings, workouts, restructurings, acquisitions and dispositions of all asset classes of real estate. Robert is actively involved in real estate industry current affairs and is regularly asked to write and lecture on industry topics. Robert has been recognized by Chambers and Partners USA, The New York Observer and Real Estate New York as one of the leading real estate attorneys in New York City and throughout the United States. He has represented numerous nationally-recognized ow ... (view full description)

Scott Jackson

Principal
Squar Milner LLP

Area of Focus Scott is a Principal in Squar Milner’s Tax Department.  Scott’s areas of expertise include public and privately held companies.  He specializes in pass-through taxation, Real Estate Investment Trusts (“REIT”), real estate investment, ownership, management and construction.  Scott advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts.  He also does consulting and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.  Business Experience Prior to joining Squar Milner, Scott served as a Senior Manager in the real estate and pass-throu ... (view full description)

Mark Jacobs

Managing Director, Real Estate Opportunities
Oaktree Capital MGMT LLC

Mr. Jacobs is a managing director and investment professional in the Real Estate group. Since joining Oaktree in 2001, he has been responsible for sourcing, evaluating, executing and managing opportunistic equity and debt investment opportunities across all property types. His primary focus is on west coast commercial assets along with overseeing investment activities in commercial nonperforming loans. Prior to joining Oaktree, Mr. Jacobs spent seven years with American Trading Real Estate Properties, Inc. / Lord Baltimore Properties. During this time he was primarily focused on acquisitions, leasing and development of commercial real estate properties. Mr. Jacobs holds a B.S. degree in busi ... (view full description)

Steve Jasa

CFO-Investment Management Group
The Wolff Company

Steve Jasa is the Chief Financial Officer - Investment Management Group of The Wolff Company. In this capacity, he oversees all financial policies and procedures associated with the company’s six real estate private equity funds, which encompass more than $2.2 Billion of discretionary equity capital across more than 20,000 multifamily units (acquisition, development and credit investments). With more than 22 years of real estate finance and investment management experience, Steve is responsible for all fund-related accounting, operations, compliance, analytics, treasury management, and investor reporting functions across The Wolff Company funds. Prior to joining The Wolff Company ... (view full description)

Michelle Jewett

Partner
Morrison & Foerster LLP

Michelle Jewett is a partner in Morrison & Foerster's San Francisco office, practicing in the area of federal income taxation. Ms. Jewett has substantial experience in a broad range of tax matters, including corporate, mergers and acquisitions, partnership, financial institution, real estate investment trust, and insurance tax issues in both domestic and international contexts.Ms. Jewett's practice is focused on providing tax advice for structuring cross-border taxable and tax-free M&A transactions, acquisitions and dispositions, domestic and foreign private equity investments, real estate investments by taxable and tax-exempt entities, mortgage-backed securities and othe ... (view full description)

Sam Kaddah

President & CEO
Liquid Logics

Kaddah is an entrepreneurial business leader with a broad-based background in leading firms through complex environments. A strategic thinker and effective communicator, Kaddah formerly served Ernst & Young as Director of Global Operations and Technology Leadership. He was also a director at GE Transportation and was Chief Technology Officer for First Horizon’s subprime lending division, bringing their proprietary LOS and AUS system online. Co-workers call him an inspiring leader with experience in mergers & acquisitions, emerging technology, ERP, Six Sigma, and global operations. His career has been characterized by providing leadership to meet business objectives of efficiencies an ... (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 ... (view full description)

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Alvin Katz

Partner
Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Chicago office of Katten Muchin Rosenman LLP. During more than 40 years of practice Mr. Katz has been involved in virtually every aspect of the real estate industry. He has a widely diversified practice, representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. His clients include opportunity funds, investment advisors, real estate investment trusts and public and private pension funds. Mr. Katz is consistently ranked in the top tier of Chicago real estate lawyers by Chambers USA: America's Leading Lawyers f ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler currently serves as Managing Partner of CohnReznick's Real Estate Industry practice and will be the next CEO of CohnReznick beginning February 1, 2020. He has over 33 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally.   David represents developers, private equity funds, institutional investors such as life insurance companies and pension funds, lenders, asset management companies, property management companies, REITs, and loan funds.  His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, land projects, ... (view full description)

Bob Kline

Senior Managing Director
Cushman Wakefield Inc.

Bob Kline is Senior Managing Director of the Capital Markets Equity Debt and Structured Finance team. He is an intuitive, experienced executive with more than 33 years of successful leadership in capital markets and the commercial real estate industry. Mr. Kline’s team specializes in Capital Markets Debt & Equity placement, CMBS and Commercial loan modifications, note sales, restructuring and mergers and acquisitions. Mr. Kline is the Western Region EDSF Senior Managing Director for Cushman Wakefield Capital Markets. He oversees the Dallas, Denver, Los Angeles and Phoenix offices. He also is the Global leader of the CMBS restructuring team. Over the past 5 years, Mr. Kline has facilita ... (view full description)

Pete Kutzer

Managing Partner
Edgewood Realty Partners, LLC

Pete Kutzer is a co-founder and principal of Edgewood Realty Partners, LLC. Edgewood is a private real estate investment firm which, along with its partners, acquires, invests in, develops, manages and disposes of high-quality commercial investment properties in the western United States. Edgewood and its partners frequently seek to add value to their investments by employing creative property improvement, repositioning, and/or capital markets strategies. Mr. Kutzer also serves as president of The Kutzer Company, a real estate investment management company, which actively manages approximately 1 million square feet of commercial property. Mr. Kutzer re­ceived a B.A. in economics from the ... (view full description)

Tamara Larsen

Head of Private Markets Strategies & Social Impact
Russell Investments

Bachelor of Arts, Smith College, 1999 Master of Science, Massachusetts Institute of Technology, 2003 Tamara Larsen leads real estate private equity funds research for the Americas and global private infrastructure for the Investment Division of Russell Investments. She is Chair of the Private Infrastructure Investment Strategy Board, and a voting member of the Real Estate Investment Strategy Board. She joined Russell in 2008. Previously, Tamara was a senior vice president with Centerline Capital Group. While there, Tamara was the fund manager for a $200 million discretionary private equity real estate fund, and also worked in an acquisitions role for that fund. The fund focused on value-ad ... (view full description)

Linda Law

Principal
Law & Associates/Land Veritas

Linda Law is the founding partner of Law & Associates, one of the only women-owned real estate development firms undertaking institutional-quality development in the United States. Law & Associates is currently acquiring large-scale land projects. Ms. Law is an alumnus of University of California, Berkeley and the Harvard Graduate School of Design. She is a currently Chair of the Harvard Real Estate International Advisory Board (a venture between the Harvard Business School, the Harvard Kennedy School of Public Policy, the Harvard Graduate School of Design, the Harvard Law School and Harvard College) and is a founding member of the Harvard Real Estate Academic Initiative Ms. Law addi ... (view full description)

Jor Law

Founding Shareholder
Homeier & Law, P.C.

Jor Law is an attorney, entrepreneur, investor, and crowdfunder. Jor Law practices corporate and securities transactional law in Los Angeles and is a founding shareholder of Homeier & Law, P.C. His practice primary involves representing companies and individuals in the areas of finance, secured and unsecured lending, mergers and acquisitions, licensing, securities, venture capital, internet and new media, technology, e-commerce, EB-5, crowdfunding, and other corporate transactions. Jor received his J.D. from Columbia University and his B.A. from UC Berkeley. Jor is licensed to practice law in California and New York. For three consecutive years, Jor was recognized by Super Lawyers maga ... (view full description)

Robert Lee

Co-Founder and Managing Principal
The Beverly Park Group

e Beverly Park Group is a private capital-family office that invests in niche product types as active investors including value-add/workforce multi-family, student housing, self-storage, medical office, manufactured housing and mixed-use redevelopment. BPG is opportunistic/Value-add focused and will consider co-investment with other GP's as Co-investors. BPG does not invest into funds. The geographic focus is the sun-belt from CA to North Carolina and south of that line. We also will look at west coast and north west to Colorado opportunities.  BPG uses private capital through the family office to invest into GP positions and works with larger capital partners where needed due to long standi ... (view full description)

Mark Levinson

Co-chair Financial Services Industry Practice Group
Fox Rothschild LLP

Mark Levinson serves as Co-chair of Fox Rothschild’s Financial Services Industry Practice Group and Co-chair of the Israel Practice Group.  For over 32 years, Mark has supported clients in their achieving their goals with practical and substantive guidance. Mark's practice centers on corporate, real estate, finance and securities offerings for clients raising capital and participating in strategic alliances and joint ventures. Mark routinely assists clients who form private equity and real estate funds, engage in M&A, securities offerings, debt and equity investments and financings, municipal finance and new market tax credits. Mark’s was named to the Los Angeles Business Journal’s “Who’ ... (view full description)

Robert Lindner

Senior Managing Director
NGKF Capital Markets

As senior managing director, Robert Lindner specializes in raising traditional joint venture equity, GP/entity level investments, structured alternative debt financing vehicles and senior debt instruments for real estate operators and developers. Mr. Lindner is able to raise acquisition, recapitalization and development capital across real estate product types and on a national basis. Prior to joining NGKF, Mr. Lindner spent the last 15 years working in an advisory capacity for leading real estate and consulting companies, including Cohen Financial's Equity Practice Group, Savills Studley's real estate investment banking practice, and within both the principal investments and str ... (view full description)

Jason Liu

Managing Principal
AmCap, Inc.

Jason joined AmCap in 2009 and heads development and strategy for AmCap. Prior to AmCap, Jason was a Global leadership Fellow with the World Economic Forum in Geneva and Davos, Switzerland, where he led the formation of China's firs mass international public private partnership. Jason began his career with Procter & Gamble, where he became one of the youngest Sales & Marketing team leaders in firm history. He was Head of Marketing at Aurarian Capital, a hedge fund focusing on Intellectual Property and Clean Energy. Jason received his MBA from MIT, and a BS from Cornall University - Joseph Granett Memoral Scholar. He was a visiting student at St. Catherine's College, Oxford University ... (view full description)

John Livingston

CEO
AECOM Capital

John T. Livingston is CEO, AECOM Capital Real Estate, for AECOM (NYSE: ACM), a $18-billion, fully integrated infrastructure and support services firm with the ability to design, build, finance and operate infrastructure assets globally.   The firm’s global staff — including architects, engineers, designers, planners, scientists and management and construction services professionals — serves clients in over 150 countries around the world.   In this role, Mr. Livingston leads AECOM Capital Real Estate, focusing on direct investment in real estate projects and using the company's balance sheet to provide credit support to developers. He is also responsible for deal devel ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States.  The company’s main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990.  LBG is a vertically integrated owner/operator with an in-house leasing team exclusively dedicated to leasing LBG’s retail acquisitions as well as in-house personnel with deep construction managemen ... (view full description)

Barry Lustig

Executive Vice President
Ashkenazy Acquisitions Corp

Mr. Lustig as Executive Vice President leads the development, redevelopment, marketing and leasing teams portfolio wide and has served in this capacity for over twelve years. Mr. Lustig began his career with The Taubman Organization where he was responsible and involved with the the global leasing effort throughout the North America. Mr. Lustig works directly with his experienced teams of professionals whom are both internal and external groups throughout the above mentioned activities.

David Lynn

CEO
Everest Healthcare Properties, LLC

David Lynn is CEO and Founder of Everest Healthcare Properties. Dr. Lynn has a long history of investing in real estate investments. Dr. Lynn has invested in over 220 transactions totaling over $20 billion over the course of his career. At Everest, he manages the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. Prior to founding Everest in 2014, Dr. Lynn was CIO and Executive Vice President at Cole Investments where he managed the firm’s $12.3 billion dollar investments including acquisitions and portfolio management of ... (view full description)

Daniel MacDonnell

Managing Director
Cushman & Wakefield

Daniel MacDonnell is a Managing Director and Securities Principal in Cushman & Wakefields Global Hospitality Group based in the Century City office, where he is focused on expanding the Hospitality Groups investment sales, debt, equity and structured finance business including programmatic joint ventures and investment funds. Since joining Sonnenblick-Goldman (sold to Cushman & Wakefield in 2007), Mr. MacDonnell has completed approximately $3.5 billion in hotel investment sales and financings. Investment sales experience includes full service hotels (e.g. Fremont Marriott, CA), boutique hotels (e.g. Wilshire Hotel in Los Angeles, CA), select service hotels (e.g. Holiday Inn Expres ... (view full description)

Seth Madorsky

Partner
Katten Muchin Rosenman LLP

Seth R. Madorsky focuses his practice in commercial real estate, with a particular emphasis on counseling real estate investors, real estate investment funds and sponsors on capital investment and the formation of joint ventures to develop, own and operate commercial real estate. Seth also represents developers and operators across all asset classes and has extensive experience in site selection, acquisition, sales and leasing and in counseling operators on their commercial real estate and facilities. Selected Experience • Representation of Penny Pritzker in the formation of Artemis Real Estate Partners, LLC, a real estate investment fund sponsor that recently closed its second f ... (view full description)

Robert Mangrelli

Director, Hedging & Capital Markets
Chatham Financial

 

 

Rob is a Director on Chatham’s global real estate hedging and capital markets team.  He joined Chatham in 2007 and  advises clients ranging from publicly traded equity and mortgage REITs to specialty finance companies and debt funds on their interest rate and currency risk management strategies.
Prior to joining Chatham, Rob worked for EY in their Philadelphia office on audits of financial institutions.  He is a CPA in the state of Pennsylvania and a CFA charterholder, and graduated from the University of Delaware with a BS in Accounting and a minor in Management Information Systems.

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

Nathaniel Marrs

Partner
Latham & Watkins LLP

Nathaniel M. Marrs, a partner in the Chicago office, represents domestic and international fund sponsors and other institutional owners and operators of real estate in a variety of corporate transactions, with a particular focus on fund formations and investments, joint venture arrangements, and portfolio acquisitions, dispositions and financings. Mr. Marrs has substantial experience with a variety of property types, including retail, industrial, office, multi-family, hotels and casinos, and a variety of debt and equity investment strategies, including CMBS, senior and subordinate financing, and preferred and common equity investments. He has worked with open and closed-end real estate fund ... (view full description)

Jim Masterman

Shareholder, Real Estate Litigation
Greenberg Traurig, LLP

James D. Masterman is a trial lawyer with a broad range of experience in eminent domain and real estate valuation litigation, including tax proceedings and lease arbitrations, and in the litigation of land use and property rights issues.  His representation of commercial, industrial and residential property owners and developers requires his appearance in U.S. District Court, U.S. Bankruptcy Court, every state and administrative court of Massachusetts and throughout New England.  His advice is also sought by multi-property clients on a national basis on all aspects of eminent domain. Jim served as Chair of the American Bar Association's Committee of Condemnation, Zoning and Land Use L ... (view full description)

Robert Masters

Legal Consultant
Acadia Realty Trust

Robert Masters, Esq., recently retired from Acadia Realty Trust, had been  Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary since 1998. He is now serving as a Legal Consultant to the Company. Acadia is a retail-centric, self managed and self administered REIT, listed on the New York Stock Exchange with assets in a number of the country's gateway cities, like NYC, Chicago, San Francisco, Washington D.C. and Boston. Prior to joining Acadia, Mr. Masters worked for private real estate companies, banks, a law firm and the Department of Justice. Mr. Masters received his Bachelor of Arts from the City University of New York and his Juris Doctor from New York ... (view full description)

Joel Mayer

Managing Director, Head of Retail
Rockwood Capital, LLC

Mr. Mayer, based in Los Angeles, has over 28 years of experience as a real estate investment professional and leads the firm's retail real estate investments nationwide.  Prior to joining Rockwood, Mr. Mayer was a Director at BlackRock Realty. While at BlackRock, Mr. Mayer worked on their Retail Opportunity Fund and was responsible for sourcing new investments, identifying and structuring transactions with joint venture partners and directing development and redevelopment activities for new acquisitions. For four years prior to joining BlackRock, My. Mayer was Senior Vice President of Real Estate and Development for California Pizza Kitchen ("CPK") with responsibility for the nat ... (view full description)

Ellen McGinnis

Partner
Haynes and Boone, LLP

Ellen McGinnis is a partner in the Finance Group of Haynes and Boone, LLP. Ellen works with financial institutions to structure, negotiate, and document complex loans to corporations, opportunity funds, and other commercial borrowers. With our team of finance and tax lawyers, she provides solutions that help our lending clients meet the business needs of their customers while facilitating the clients' credit and security goals. Ellen represents both foreign and domestic banks in transactions in the United States and around the world, often involving multi-currency and multiple option bid facilities, syndicated to groups of lenders.

Shawn Miller

CEO
5 Arch

Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also co­founded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles ­based bankruptcy firm. Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)

Alexa Mizrahi

Director, Loan Origination
Lone Oak Fund, LLC

Alexa Lauren Mizrahi serves as Director of Loan Origination for Lone Oak Fund, LLC. She graduated with Provost’s Honors from the University of California, San Diego in 2008, earning a Bachelor of Science in Microeconomics & Mathematics. Since joining Lone Oak Fund’s Loan Origination Department in 2009, Alexa has underwritten thousands of commercial real estate transactions and has closed more than $500 million in bridge loans. Alexa originates short term financing up to $30 million for California investment properties. She is a board member for the Los Angeles Mortgage Association, has spoken on numerous panels for organizations such as RealShare, IMN, and Bisnow, and has been published ... (view full description)

Hiren Modi

Partner
EisnerAmper, LLP

Hiren Modi is an Audit Partner in EisnerAmper LLP's Financial Services Group. He has over seventeen years of extensive experience in all areas of accounting and auditing. In particular, he serves a large number of broker-dealers, domestic and offshore hedge funds, and real estate funds. Hiren has completed the Series 27 examination of the Financial Industry Regulatory Authority and has served as Financial and Operational Principal (Fin-Op) for several boutique broker-dealers and option traders. Hiren’s previous experience includes serving as a Staff Accountant and later a Supervisor at a regional accounting firm in India, where he was involved in the audits of large domestic and foreign p ... (view full description)

Steven Moore

Managing Director
KPMG

Steve Moore leads KPMG’s US Real Estate Deal Advisory practice and focuses on delivering services that help our clients achieve their financial and strategic goals relating to a broad variety of real estate financing, sales and acquisition activities.

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)

Ken Muller

Partner & Co-Chair PE Funds
Morrison & Foerster LLP

Kenneth W. Muller represents private equity funds, real estate opportunity funds, infrastructure funds, timber funds, private REITs, debt and mezzanine debt funds, leveraged buyout funds, joint ventures, and funds-of-funds in all aspects of their enterprises. His practice emphasizes the formation, organization and operation of limited partnerships, limited liability companies, corporations and REITs, as well as joint ventures, large U.S. and cross-border portfolio acquisitions and dispositions and other types of transactions related to real estate investment funds and REITs. He has represented some of the largest and well-known sponsors of private equity and real estate opportunity funds ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Muhammad A. Nadhiri

Managing Partner
Axis Development Group

Muhammad A. Nadhiri is the Co-Founding Managing Partner of Axis Development Group.  Muhammad has experience developing residential/retail/commercial mixed-use market-rate projects in the San Francisco Bay Area.  Axis Development Group is a privately-owned San Francisco-based real estate development firm that specializes in the creation and execution of highly-serviced, uniquely-stylized urban-infill and world-class mixed-use projects.  Axis’ Principals bring over 25 years of acquisition, structuring, entitlement, construction, marketing, and sale/lease-up experience to the projects the firm pursues.  Axis’ core strategy is to take the experience of its Principals and leverage that knowledge ... (view full description)

John Napoli

Partner
Seyfarth Shaw LLP

Mr. Napoli is co-managing partner of the firm's New York office. He practices in the areas of federal, state and local taxation and chairs the firm's national Tax practice group. He represents both public and private clients and regularly advises clients on tax issues relating to corporate mergers and acquisitions, international transactions, restructurings, consolidations, financing, real estate (including REITs), tax free like kind 1031 exchanges, subchapter S corporations, partnerships, joint ventures, and limited liability companies. Mr. Napoli has been instrumental in structuring numerous tax-efficient transactions, including the formation, operation and liquidation of REITs and UPREITs ... (view full description)

Anton Natsis

Partner, Chair of the Global Real Estate Group
Allen Matkins Leck Gamble & Mallory LLP

Anton (Tony) N. Natsis is Chair of Allen Matkins’ renowned Real Estate Department and is one of the top real estate attorneys in the United States. His practice focuses on development, leasing, purchase and sale, and portfolio investment sales transactions involving office, retail, and industrial projects, as well as arbitrating numerous fair market value disputes, CAM disputes and other significant landlord/tenant disputes. He also has extensive experience in debt, equity, and joint venture workouts, and the purchase of distressed assets and distressed debt. In the past decade, Tony has closed commercial office leases exceeding 50 million square feet. He has worked on real estate purchase c ... (view full description)

Jeremy Naylor

Partner
Cooley LLP

Jeremy Naylor is a member of the Cooley business department and is a partner in the firm's Tax practice, working in conjunction with the Venture Capital Fund Formation group. He is resident in the New York office.Mr. Naylor focuses his practice on the representation of private equity, real estate, venture capital and hedge fund sponsors in connection with the tax aspects of structuring investment funds.Mr. Naylor also advises U.S. and non-U.S. institutional investors, governmental investors, pension trusts and other tax-exempt organizations in structuring their investments in private investment funds, including venture capital, buyout, real estate and hedge funds. His ... (view full description)

Jonathan Needell

President & Chief Investment Officer
Kairos Investment Management Company

Jon Needell is Chief Financial Officer and Chief Operating Officer of Redwood Real Estate Partners where he is responsible for acquisitions and development, underwriting, asset management and fund structuring. He also oversees all strategic and business planning, sourcing and structuring construction, mini-perm, and permanent debt, joint venture equity financing, financial reporting, and lender and equity partner relations. Prior to joining Redwood, Mr. Needell was the Investment Director and Chief Financial Officer of Schnitzer West (formerly Schnitzer Northwest), a commercial real estate investment and development firm based in Bellevue, Washington. Before joining Schnitzer, Mr. Neede ... (view full description)

Peter Nicoletti

Executive Managing Director, Capital Markets
JLL

Peter S. Nicoletti is Executive Managing Director of Jones Lang LaSalle’s Capital Markets group overseeing Jones Lang LaSalle’s Real Estate Investment Banking unit and responsible for directing capital markets activities in New York City.  Mr. Nicoletti has over 24 years of commercial real estate and investment banking experience and is responsible for the platform’s strategic direction. He oversees all engagements related to mortgage origination, equity placement, and loan sales.   Under Mr. Nicoletti’s leadership Jones Lang LaSalle has become the market leader in loan sale transactions. Since 2009, this unit has sold, advised & valued more than $54 billion in loan assets in ... (view full description)

David Packer

Partner
Pircher, Nichols & Meeks LLP

David L. Packer is a partner at Pircher, Nichols & Meeks, where he specializes in financing transactions.  He graduated from the University of Virgina School of Law, order of the coif, in 1985, where he served as an Executive Editor of The Virginia Law Review.  He also graduated with a B.A. in Government, magna cum laude, from Georgetown University in 1982.

Daniel Palmieri

Vice President
Northwood Investors

No biography specified

Chris Paris

Partner
Moss Adams LLP

Chris Paris is a tax partner in the San Francisco office and has 15 years of experience in public accounting. Chris specializes in partnership taxation, including complex partner allocations resulting from property and partnership interest transfers. Chris has extensive fund experience including private equity funds, hedge funds, fund of funds and other types of alternative investments, and advises on matters related to taxations and organizational structure. He consults on a variety of tax issues involving blocker corporations, asset acquisitions and dispositions, transactions involved distressed debt, loan modifications and constructive sales.

Sujan Patel

Founder and Managing Principal
Nantam Capital

Sujan Patel, Founder and Managing Principal, Nantam Capital.   Prior to forming Nantam Capital in December 2018, Sujan S. Patel was the Managing Director and Co- Head of U.S. Investment Management at Colony Capital (NYSE: CLNY) and held such position since the combination of Colony and NorthStar in January 2017. In addition, Mr. Patel served as the Chief Financial Officer and Treasurer of Colony Credit Real Estate (NYSE: CLNC), a commercial mortgage REIT with over $5Bn of assets, since its formation in January 2018. Prior to the combination of Colony and NorthStar, Mr. Patel was the Managing Director and Co-Head of Investments at NorthStar Asset Management (NYSE: NSAM) and NorthS ... (view full description)

Marc Perrin

Managing Partner
The Roxborough Group, LLC

Marc Perrin   Mr. Perrin is the Founder and Managing Partner of The Roxborough Group, LLC a real estate private investment firm headquartered in San Francisco, California that is currently investing Roxborough Fund II, L.P.  Prior to founding The Roxborough Group in 2013, Mr. Perrin was a Managing Director at Starwood Capital Group where he co-headed Starwood’s U.S. investing, was responsible for overseeing its Asia investments and was a member of the firm’s Investment Committee as well as a member of the Investment Committee of SPT Management, LLC, the external manager for Starwood Property Trust, Inc. (NYSE: STWD).  Mr. Perrin joined Starwood in 1997 and founde ... (view full description)

Perry Pinto

Principal
Walton Street Capital, LLC

Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States.Mr. Pinto is a founding member of WSC and has been with the firm since its inception in 1995. Prior thereto, Mr. Pinto was an associate with JMB Realty Corporation. Mr. Pinto ... (view full description)

Darren Powderly

Co-Founder
CrowdStreet

Darren started CrowdStreet in 2012 after recognizing the need to digitize and democratize the private equity real estate investing process. CrowdStreet's Fundraising & Investment Management technology solutions help investors and sponsors connect, transact and communicate over time. CrowdStreet Marketplace, the #1 direct-to-investor CRE capital marketplace in the U.S., provides qualifying sponsors access to a global audience of 34,000+ investors in order to raise equity for their offerings. Sponsor Direct is a white-label investment management software that enables sponsors to digitize their offering distribution, fundraising, and investor relationship m ... (view full description)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Sandy Presant, Chair of the Real Estate Fund Practice Group at Greenberg Traurig, LLP, focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, REITs, and their local partners and investors in the U.S. and internationally. He has over 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partn ... (view full description)

Grant Puleo

Partner
Duane Morris LLP

Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters ... (view full description)

Scott Purcell

Founder, CEO
FundAmerica

Scott is the CEO of FundAmerica, which provides escrow, payment processing, AML, registered transfer agent and broker-dealer services to investment advisers, broker dealers, crowdfunding portals and others who make a business of technology driven fundraising pursuant to Titles II, III and IV of the JOBS Act. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”. He is the author of CFIRA’s position on “BD and Registered Portal Regulatory Mechanics” and has been an active editor and co-author of numerous other ind ... (view full description)

Paul Rahimian

CEO
Parkview Financial

Parkview Financial is a direct private lender founded by a former real estate developer and contractor. Parkview provides short-term bridge and construction loans secured by first trust deeds. Our excellent reputation as a private lender has been built on our ability to provide fast, creative financing solutions for borrowers who need more leverage, and certainty of execution. Parkview originates loans for property types including Multifamily, Spec SFR, Mixed-use, Retail, Office, Industrial, and Entitled land.  Paul Rahimian currently manages a debt fund that provides construction financing to ground up real estate development projects throughout the Western United States. He fou ... (view full description)

Edward Ratinoff

Director
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Jeffrey Reder

SVP, Private Real Estate
CenterSquare Investment Management

As Senior Vice President, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate and is a wholly owned subsidiary of Bank of New York Mellon. Prior to CenterSquare, Mr. Reder was Vice President for a private real estate investment firm. He was responsible for underwriting acquisitions, financing, asset management and disposition of properties with a focus in California and t ... (view full description)

Christopher Reeder

Partner
Robins Kaplan LLP

Represents clients in complex trial and litigation matters such as real estate, lender and private equity liability, franchise, business practices, intellectual property, employment and labor, health care, construction, aviation, entertainment, white collar crime, class action, partnership disputes, and other commercial litigation cases.
 
Also counsels clients in real estate transactions, lending and brokerage laws, franchise transactions and disclosures, construction contracting and licensure requirements, advertising, business practices, and employment law.

Ananda Reynolds

Global Syndicated Finance
Bank of America Merrill Lynch

Ananda Reynolds is a Director with Bank of America Merrill Lynch. She has been with the firm for over 20 years with extensive experience leading deal teams to structure and syndicate complex and high profile credits for Bank of America Merrill Lynch's large corporate real estate clients. She manages underwriting, structuring and execution of broadly syndicated secured and unsecured debt facilities for public and private real estate companies, including top tier REITs/REOCs, C-Corps and private equity funds. Bank of America Merrill Lynch is a leading provider of financing to opportunity & private equity funds and is uniquely positioned to offer broad market perspective and market leading ... (view full description)

Neville Rhone

Managing Partner
Arc Capital Partners

Neville Rhone is Co-Founder and Managing Partner of Arc Capital Partners LLC (“Arc Capital Partners”). Arc Capital Partners is a Los Angeles-based real estate owner-operator that targets urban properties in the Western U.S. that benefit from Millennial demand growth. Mr. Rhone is a 23-year veteran of real estate development, finance and investing with over $6 billion of transaction experience. Prior to forming Arc Capital Partners, Mr. Rhone was a Managing Director and investment committee member of Canyon Capital Realty Advisors (“Canyon”). At Canyon, Mr. Rhone led Texas/Southeast acquisitions and invested in over $1 billion of real estate. Prior to joining Canyon, Mr. Rhone was ... (view full description)

Christopher Rising

President & COO
Rising Realty Partners

Christopher Rising manages the day-to-day business activities of RRP, while also serving on its Investment Committee. Drawing on his experience as Senior Vice President, Asset Transactions at MPG Office Trust, Inc. (NYSE: MPG), Christopher is skilled at managing acquisitions and creative development. At MPG, he worked directly with the CEO to improve finances through debt reduction and restructuring. In 2003, he founded his own company, The Rising Real Estate Group (RREG.) As the company grew, he seized the opportunity to partner with BPG and created Hamilton Capital Partners (HCP), an equity fund vehicle. RREG is also a principal in 626 Wilshire Blvd, a 156K square foot office building ... (view full description)

Ken Robertson

Regional President
KBS Realty Advisors

Mr. Robertson is the Central regional president of KBS Realty Advisors and its affiliate KBS Capital Advisors. As a member of senior leadership, he serves in a variety of capacities companywide. Mr. Robertson oversees a team responsible for all acquisition, disposition and asset management activities for his region on behalf of KBS REIT, pension fund and sovereign wealth fund clients. His portfolio consists of 32 assets containing approximately 12 million square feet. As a member of the Investment Committee, Mr. Robertson participates in the evaluation and authorization of all new investment opportunities for the company. Prior to KBS, Mr. Robertson spent nine years a ... (view full description)

Jay Rollins

President
JCR Capital

Mr. Rollins is the President of JCR Capital. In addition to leading the firm and setting JCR's overall strategy, Mr. Rollins' day-to-day responsibilities are primarily focused on transaction sourcing and underwriting. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage, where his team focused on making opportunistic loans to transitional multi-family, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, an "RTC era" real estate investment company. As General Partner, Eastern Realty resolved, repositioned and sold the distressed notes and REO. These disposition efforts included de ... (view full description)

Jonathan Romick

Managing Director, General Counsel & CCO
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors ... (view full description)

Charlie Rose

Managing Director
Canyon Partners Real Estate

Charlie Rose is a Managing Director of Canyon Partners Real Estate LLC (Canyon). Mr. Rose is responsible for originating, underwriting, structuring and executing debt and equity transactions in the Western region including California, the Pacific Northwest, Arizona, Nevada, Hawaii and Utah. Canyon and its affiliates, including Canyon Capital Advisors, are investment management firms and registered investment advisors headquartered in Los Angeles, California, with approximately $21 billion in assets under management. Since its formation, Canyon has completed over $5.1 billion of investments involving commercial real estate and mortgage assets with a total value of over $12.6 billion. Prior to ... (view full description)

Dan Rosenbloom

Co-Head Investments
CADRE

Dan is a Managing Director and co-head of the Investments Team. Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Properties and GEM Realty Securities. Before GEM, Dan was Vice President at Fortress Investment Group, where he focused on acquisitions and originations of equity, mezzanine debt, and other subordinate debt secured by real estate assets and operating companies. Prior to that, Dan worked in J.P. Morgan’s syndicate and leverage finance group, focusing dan  primarily on the real estate industry, and at Jones Lang LaSalle (NYSE: JLL), assisting with as ... (view full description)

Jonathan Sampson

FINPRO Real Estate Industry
Marsh & McLennan Companies, Inc.

Currently a Managing Director and the National Real Estate Practice Leader for Marsh’s Financial and Professional “FINPRO” insurance practice.  Responsibilities include working with clients to understand their unique risk profiles and tailoring policy language and program design to each client’s needs.  Jon’s client base is concentrated primarily within the real estate industry. 

Michael Scheinberg

Partner
Pircher, Nichols & Meeks LLP

Michael E. Scheinberg joined the firm in 1989 and is a partner in the firm's real estate department. Mr. Scheinberg's practice focuses on commercial real estate transactions, including private equity, restructurings, development, loan origination and workouts, joint ventures, acquisitions and dispositions as well as leasing. Mr. Scheinberg has been a member of the real estate and tax section of the State Bar of California since his admission in 1983 and is a member of the Los Angeles Bar Association.

Michael Schwartz

Commercial Real Estate Finance Broker
Financial Compound

Michael Schwartz has been an active commercial mortgage broker since 1997, having closed over $3.8 billion in financing transactions, both debt and equity. In 2007 he started his own commercial mortgage brokerage firm, Financial Compound, which has been an innovator in identifying and structuring capital markets opportunities and gathering capital markets information. Financial Compound's transactions run the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing.  Michael is experienced with many types of financial structures, including acquisition, pre ... (view full description)

Tom Scott

Senior Vice President - Commercial Real Estate
NTrust Infotech

Tom has over 25 years of experience as a consultant to the Real Estate industry, as well as, being a former property & asset manager. Prior to joining NTrust, Tom was the Chief Operating Officer of AMP Technologies, a SaaS platform focused on real estate asset management. Prior to AMP Technologies, Tom was Senior Vice President of Zenta (Acquired by Accenture in 2012), a leading commercial real estate BPO firm. Prior to Zenta, Tom was a Partner with Ernst & Young International, and founded their Asia Pacific Real Estate Operations practice.  Tom has extensive knowledge of the Real Estate operations focusing on property operations, and accounting including portfolio manage ... (view full description)

Vivek Seth

Head of Real Estate Investment Banking
Raymond James & Associates, Inc.

Vivek Seth has more than 25 years of corporate finance and real estate experience including transactions worth more than $100 billion. He currently serves as Vice Chairman at Raymond James with a focus on real estate investment banking, which is involved with public and private offerings and mergers and acquisitions within the real estate, hospitality and homebuilding industries. Mr. Seth received a Bachelor of Science in electrical and computer engineering from the University of Notre Dame.  Prior to joining Raymond James in 2001, he was a senior member of the real estate investment banking group at J.P. Morgan, where he was involved in several landmark real estate tran ... (view full description)

Niraj Shah

Partner
Rockwood Capital, LLC

Mr. Shah, based in New York City, has 20 years of experience in the real estate industry. Mr. Shah serves on various Investment and Portfolio Management Committees. Mr. Shah leads the origination of structured investments for Rockwood, including preferred equity, mezzanine and credit investments. In addition to these responsibilities, Mr. Shah is the Portfolio Manager for Rockwood’s debt separate accounts. Prior to joining Rockwood, Mr. Shah was a Vice President at Citi Markets & Banking where he was responsible for the pricing, structuring and distribution of Citi’s subordinated debt and leveraged loan positions for the Commercial Real Estate group. During his career at Citi, Mr. Shah sour ... (view full description)

Jesse Sharf

Partner
Gibson, Dunn & Crutcher, LLP

Jesse Sharf is a partner in the Century City office of Gibson, Dunn & Crutcher and is Co-Chair of the firm's Real Estate Department, and is a member of the firm’s Executive Committee.  His real estate practice experience includes extensive representation of all types of investors, lenders and developers.  On the lender side, Jesse represents mezzanine lenders, construction lenders, CMBS lenders, and portfolio lenders in workouts, whole loan sales, syndications and participations, foreclosures and other enforcement actions, construction lending, mezzanine lending, CMBS lending and structured finance lending transactions.  In addition, Jesse represents real estate funds, developers and ins ... (view full description)

David Shemano

Partner
Robins Kaplan LLP

David Shemano is partner with Robins Kaplan LLP, one of the nation’s premier trial law firms with more than 220 attorneys in seven major cities. Mr. Shemano specializes in corporate bankruptcy and bankruptcy litigation, with in-depth experience handling bankruptcy and restructuring matters related to real estate, entertainment, franchising, and manufacturing.  He frequently lectures before the Practicing Law Institute, American Bankruptcy Institute, and other audiences. He recently served as the President of the Financial Lawyers Conference and was inducted as a Fellow of the American College of Bankruptcy.
 

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)

Jeremy Sicklick

Co-Founder & CEO
HouseCanary, Inc.

Jeremy is the co-founder and CEO at HouseCanary. He drives the company's vision, strategy and growth by using big data to develop systematic, predictive analytics enabling savvy investors to maximize their real estate investments. Jeremy was previously a Partner & Managing Director at The Boston consulting Group where he helped leading real estate investors deploy billions in capital. In an effort to employ better analytics for investors, Jeremy connected with PhD candidate Chris Stroud, HouseCanary’s Co-Founder and Chief of Research. Chris brought a background in Economics and Bayesian Statistical Modeling, resulting in a partnership that became HouseCanary. Jeremy received his M ... (view full description)

Jillian Sidoti

Partner
Trowbridge Taylor Sidoti LLP

Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10's, S-1's, Regulation D filings, trademarks, copyrights, NDAs, and contractual matters. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities. Currently, Jillian tea ... (view full description)

Mitch Siegler

Senior Managing Director & Co-Founder
Pathfinder Partners, LLC

Mitch Siegler co-founded Pathfinder Partners, LLC, a leading opportunistic real estate private equity firm and fund manager, in 2006. Pathfinder, headquartered in San Diego, CA, is one of the countrys most active acquirers of value-add residential and commercial real estate notes and properties having acquired in excess of half a billion dollars of assets in 75 separate transactions since inception. Pathfinders latest fund, Pathfinder Partners Opportunity Fund V, L.P. was launched in October 2014. Prior to co-founding Pathfinder, Mitch founded and served as CEO of several businesses. He previously spent five years as a partner with Sorrento Associates, Inc., a boutique invest ... (view full description)

John Sischo

Managing Principal
Coretrust Capital Partners, LLC

John R. Sischo is a Managing Principal and Founding Partner of Coretrust Capital Partners, LLC The Company was formed in April 2014 as the private successor to Thomas Properties Group, Inc. (NYSE: TPGI).  Coretrust is a vertically integrated company with the ability to source, underwrite, acquire, entitle, develop, manage and operate office assets.   Mr Sischo shares responsibility for the firm’s strategic development and implementation, and leads its capital formation, investments and investor relationships.  He sits on the Company’s Management and Investment Committees.  Mr Sischo was responsible for originating Coretrust’s first discretionary equity fund, Coretrust Value Fund ... (view full description)

Emmitt Smith

CEO
E Smith Realty Partners (and NFL Hall of Famer)

Emmitt J. Smith, III is the Chief Executive Officer of EJSmith Enterprises. His business ventures include E Smith Legacy, E Smith Realty Partners, E Smith Capital Partners, & EJ Smith Construction.   Prior to becoming a Chairman, CEO & President, Mr. Smith enjoyed a distinguished professional football career in the NFL for fifteen years.   During those years, Emmitt attained several awards and accolade including three Super Bowl championships, an NFL MVP and a Super Bowl MVP and finished his career as the NFL’s All Time leading rusher.  His professional career culminated with Mr. Smith being inducted in the NFL Hall of Fame in 2010.   Mr. Smith is now aggressi ... (view full description)

JJ Smith

COO
CA Ventures

CA Ventures is the parent company of a multi-disciplined real estate firm focused on 5 key sectors; student apartments, market rate apartments, senior housing, hotels and offices. As COO of CA Student Living, JJ is responsible for assisting the CEO, Tom Scott, with the management and operations of all CA Student Living departments (Development, Property Management and Accounting) and acts as an integral link between these departments to execute CA’s overall corporate strategies. JJ oversees the entire development, acquisitions, new business generation, project sourcing and construction operations for CA Student Living but, as COO, he provides greater cohesion to enhance inte ... (view full description)

Craig Spencer

CEO
Arden Group, Inc.

CRAIG A. SPENCER, CEO – Mr. Spencer is the Chairman & CEO of Arden Group, established in 1989 as a fully integrated real estate company focusing on acquiring, developing and managing high quality real estate assets. The company has purchased and developed more than $3.5B of real estate including office buildings, hotels and high‐rise mixed‐use residential. Arden’s asset management group has managed more than $5.5B in assets. Mr. Spencer is the Principal of Arden Fund Management which operates Arden’s discretionary real estate equity and debt funds. In addition to leading Arden, Craig has participated in several non‐real estate ventures including the ... (view full description)

Allan Sternberg

Director
Angelo, Gordon & Co.

Allan is a Director at Angelo, Gordon & Co., L.P. and is responsible for acquisitions, asset management and dispositions of the firm's real estate assets in Denver, Phoenix, Las Vegas and Southern California. He has been at Angelo, Gordon for 11 years and is based out of Los Angeles. Prior to joining Angelo, Gordon, Allan worked for Lehman Brothers Real Estate Partners where he focused on real estate fund acquisitions and mezzanine debt investments.

Kiley Stevenson

Principal, Acquisitions and Business Development
Singerman Real Estate

Ms. Stevenson is responsible for acquisition sourcing and diligence as well as business development activities of the firm. She utilizes her extensive network of national and local relationships to source, underwrite and structure investments. Previously, Ms. Stevenson was at Pearlmark Real Estate Partners (formerly Transwestern Investment Company), where she sourced and underwrote value-add debt and equity investments. Ms. Stevenson was the lead underwriter on over $2 billion of real estate assets and closed over $200 million of debt and equity investments, managing all aspects of the investment process from investment committee approval to due diligence and closing. Additionall ... (view full description)

Chauncey Swalwell

Partner
Goodwin Procter

Chauncey Swalwell, a partner in Goodwin Procter’s Real Estate Capital Markets Group, focuses his practice on commercial real estate and represents private and institutional investors and lenders in connection with the acquisition, sale, development, leasing and financing of hotels, student housing facilities, industrial parks, office buildings, regional shopping centers and other projects, including the structuring of complex transactions involving public and private REITs, TICs and other investment and lending vehicles. Mr. Swalwell has extensive experience structuring and negotiating joint venture agreements on behalf of private equity and institutional investors and promoters ... (view full description)

Scott Tavolacci

Northeast Regional Director
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Gerald Thomas

Partner
McGuireWoods LLP

Gerald is a partner in the Atlanta office of McGuireWoods LLP and serves as the chair of the Firm’s business tax group and co-chair of the Firm’s REIT team. He focuses his practice on complex transactional tax matters. Gerald has  significant experience with mergers and acquisitions, restructurings and reorganizations, private equity funds, joint ventures, real estate investment trusts (REITs), cross-border transactions, financing transactions, and corporate and partnership tax planning. Gerald has represented numerous REITs in public offerings and mergers and acquisitions totaling billions of dollars. He has also advised numerous private equity and real estate funds in fund formations, acqu ... (view full description)

Jeff Thompson

Managing Director
Pimco

No biography specified

William Tobin

Principal
Mission Capital Advisors

William David Tobin is one of two Principals of Mission. He has extensive transactional experience in loan sale advisory, investment banking and commercial real estate debt and equity raising. From 1994 to 2002, Mr. Tobin was associated with a national brokerage firm, where he started and ran a loan sale advisory business, heading all business execution and development. In that capacity, Mr. Tobin closed in excess of $6 billion of loan sales. In addition, he executed sales and/or financing transactions on the TriBeCa Grand development site, 60 Thompson (a 100 room Boutique Hotel in SoHo), the St. Moritz Hotel, the Barbizon Hotel, the Newark Airport Hilton and the Empire Hotel as well as o ... (view full description)

Charles Toppino

President
Oak Pass Capital Management

Charles P. Toppino is the founder and President of Oak Pass Capital Management (“OPCM”) and has been actively involved in the commercial real estate industry for over 20 years. OPCM was formed in 2011 and is a real estate company that invests nationally as GP Sponsor in JV’s with local / regional operations. The firm targets high-yielding, mispriced and off-market commercial real estate opportunities that have allowed the firm to achieve high current yields and above average returns.   Mr. Toppino’s experience includes acquisitions, asset management, sourcing equity and debt financing as well as serving as an advisor to buyers and sellers of assets in the U.S., Europe and Asia. P ... (view full description)

Miles Treaster

Managing Principal
Westbrook Partners, LLC

Mr. Treaster, based in San Francisco, serves as a Managing Principal of Westbrook and head of West Coast Operations where he participates in acquisition, value enhancement and realization activities within the United States.  Mr. Treaster joined Westbrook in July 2008. Prior to joining Westbrook, Mr. Treaster was a Principal at Helix Pacific, in charge of West Coast operations, including acquisitions, development, joint-venture opportunities, investment management and investor relations.  Prior to joining Helix, he worked at DRA Advisors, a New York-based pension fund and endowment advisor, where he served as Managing Director of West Coast operations.  Prior to joining DRA, Mr. Treaster ser ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf o ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firm’s New York office and National Partner-in-Charge, Real Estate group. Mr. Vitulli has over 20 years of diversified real estate experience including broad-based financial, accounting, and SEC experience, as well as expertise in all property types including retail, office,residential, hospitality, and industrial. Mr. Vitulli’s responsibilities include financial statement audits, securitizations, and consultation regarding fair value reporting. He also handles investment company audits, agreed upon procedures reports, regulated real estate project audits, reviews and compilations, and analysis of public filings. Prior to joining Marcum, Mr. Vit ... (view full description)

Patrick Walsh

SVP, Commercial and Industrial Lending
Axos Bank

30+ years of corporate, specialty CRE bridge lending and loan restructuring experience in variety of senior leadership roles with Axos Bank (formerly BofI Federal Bank), GE Capital and Cerberus Capital Management. Demonstrated success in developing scalable lending platforms that generated substantial loan growth and outsized returns. Developed a national Commercial Real Estate Bridge Lending (“CRE Bridge Lending”) business originating both direct and structured first-out senior loans secured by properties located primarily in New York City and in southern California. Since inception in 2015, CRE Bridge Lending achieved 150% compound average annual loan growth generating ou ... (view full description)

Mark Wayne

Principal
Cypress Office Properties, LLC

Mark Wayne is a co-founder of Cypress Office Properties, LLC, a San Diego-based real estate investment and operating company that specializes in acquisitions of value-add, redevelopment and core plus office properties in Southern California and Phoenix. Founded in 2009, Cypress focuses on enhancing performance and value through proven management, leasing and capital improvement strategies. As a local sponsor/operating partner, Cypress seeks joint venture investments with institutional real estate funds. Prior to co-founding Cypress, Mark spent 20 years with San Diego's Burnham Real Estate advising, marketing, leasing, selling and repositioning over 6 million square feet of office properties ... (view full description)

Gabe Weinert

SVP, Capital Markets
Walker & Dunlop

Gabe Weinert, senior vice president, joined Walker & Dunlop in 2014 through the Johnson Capital acquisition where Mr. Weinert lead the Opportunistic Finance Group, the division of the company which focused on providing structured investment banking services to real estate operators and development projects by raising institutional joint venture equity, structured debt, and co-investment GP equity. Mr. Weinert brings over 15 years' experience to the capital markets team. Throughout his career, Mr. Weinert was responsible for the asset management and origination of over $2B in structured real estate finance transactions. Prior to joining Johnson Capital, Mr. Weinert man ... (view full description)

Sondra Wenger

Managing Director
CIM Group

No biography specified

Joshua Widoff

Executive Vice President
Dividend Capital

 Joshua J. Widoff has been a Managing Director of the Black Creek Group since 2007, where he plays a lead role in structuring and launching new real estate products.  He is a senior member of management, overseeing various aspects of the operation of Black Creek’s private equity funds and public REITs.  Mr. Widoff also serves as Executive Vice President of Dividend Capital Group and serves as Executive Vice President, General Counsel and Secretary of two public REITs, Dividend Capital Diversified Property Fund Inc. and Industrial Property Trust Inc.  As of September 30, 2015, these companies held approximately $8.0 billion in assets comprised of over approximately 80 million square feet of i ... (view full description)

Jeff Wilson

Chief Executive Officer
Pereview Software

Jeff Wilson is the CEO and founder of Pereview Software. Pereview is an operational platform for the real estate investment professional. Prior to founding Pereview, Jeff has spent over 20 years in the real estate investment management and financial services industry.  Jeff served as the Technology COO of the Archon Group, a division of Goldman Sachs.  During his tenure at Archon/Goldman, Jeff and his team developed a technology platform that allowed AUM to double with a relatively flat growth in headcount. Prior to Archon/Goldman, Jeff spent 8 years in a leadership position in the real estate group at Anderson Consulting.

Christopher Winnen

Senior Vice President
Blue Vista Capital Management, LLC

Mr. Winnen is a senior vice president focused on new business development, acquisitions and capital markets at Blue Vista Capital Management, LLC. He joined Blue Vista in 2004 and has led the acquisition and financing of over $2 billion of assets.   Mr. Winnen's responsibilities at Blue Vista have included the sourcing, negotiating, structuring and closing of investment opportunities as well as the evaluation of investment management opportunities for Blue Vista's various strategies.  Mr. Winnen currently sources new investment opportunities with real estate operators for Blue Vista’s middle market equity program and oversees lender relationships across Blue Vista’s investment platforms.  Mr ... (view full description)

Aaron Wu

Managing Director, Acquisitions
AmCap Inc.

Aaron joined AmCap’s Acquisitions department in 2013 to help source, evaluate, and execute investment opportunities. He is a member of the firm’s Investment Committee. Prior to AmCap, Aaron was at JER Partners’ Fund Investment Management Group, focusing on real estate acquisitions and asset management, and C-III Capital Partners' Commercial Mortgage Special Servicing Group. He also worked on merger, acquisition, and financing transactions at J.P. Morgan’s Investment Banking Division, Morgan Stanley’s Fixed Income Division, and Compass Advisers. Aaron holds a Master of Business Administration from University of Chicago, a Bachelor of Science from Georgetown University, and a Graduate Certific ... (view full description)

Aron Youngerwood

SVP & General Counsel
GLP

Aron is responsible for providing legal and strategic oversight of GLP’s US operations, funds and real estate portfolio with a focus on the structuring and execution of the firm’s investment programs and strategy, corporate governance and operational matters.  Aron has a broad real estate, corporate and private equity background and has substantial experience partnering with U.S. and non-U.S. investors and clients, including governmental and corporate pension funds, sovereign wealth funds, insurance companies, and high net worth clients.   Prior to joining GLP, Aron was General Counsel (Americas) at CBRE Global Investors where he structured and oversaw multiple CBRE funds with $8 ... (view full description)

Kevork Zoryan

Managing Director
Morgan Stanley

Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firms real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist i ... (view full description)
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Event Contacts for The 13th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing

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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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