Alex Abrams

Director
StepStone Group LP

Alex Abrams, Director
 
Mr. Abrams focuses on real estate investments.  
 
Prior to joining StepStone, Mr. Abrams was a Principal at GCM Grosvenor, focused on its real estate primary funds and co-investment businesses (previously part of Credit Suisse as the Customized Fund Investment Group). Previously, Mr. Abrams was an Associate Attorney at Goodwin Procter and Orrick focused on private real estate investments and fund formation.
Mr. Abrams received a JD from Boston College Law School and a BA from the University of Pennsylvania.
 

Jeff Adler

VP, Matrix
Yardi Systems

  Jeffrey Adler serves as Vice President, Yardi® Matrix (the data division of Yardi Systems).   Yardi® Matrix is a US multifamily, office, industrial, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments, used by many of the largest lenders, equity investors, brokers, owners, and management companies. Yardi® Matrix provides market and institutional research reports leveraging the underlying property level detail of 124 markets, >79,000 multifamily properties and >14.9 MM units, over 30,000 commercial buildings with >7.5 B sq.ft. of space,  and over 20,000 self-storage facilities in 97 market ... (view full description)

Pike Aloian

Partner
Almanac Realty Investors, LLC

D. Pike Aloian, Partner. Mr. Aloian joined the Manager in 1988 and is responsible for the origination, economic analysis, closing and on-going review of the Manager’s investments. From 1980-1988, he was a vice president at The Harlan Company, where he was responsible for property acquisition, development and financing. Mr. Aloian is a director of Advance Realty Group, Denholtz Holdings, Drawbridge Realty Trust, EastGroup Properties, Merritt Properties, Shaner Hotel Holdings, and BSR Trust (formerly known as Summit Housing Partners). He has also served as an adjunct professor of the Columbia University Graduate School of Business. Mr. Aloian graduated from Harvard College in 1976 and rece ... (view full description)

Russell Appel

President
Praedium Group, LLC

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has overseen all aspects of The Praedium Group's activities, including its strategy and its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB's Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director. At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman S ... (view full description)

Arne Arnesen

Senior Managing Director
Rockwood Capital, LLC

Mr. Arnesen, based in New York, has 36 years of experience in the real estate industry.  Mr. Arnesen leads the firm's East Coast acquisitions. Prior to this current role, Mr. Arnesen was responsible for the firm's portfolio and asset management group.  Mr. Arnesen serves on various portfolio management and investment committees, as well as Rockwood's Investment Strategy and Research Committee. Prior to joining Rockwood, Mr. Arnesen held senior roles in both acquisitions and asset management. Mr. Arnesen was most recently a Managing Director of Acquisitions in North America at JER Partners as well as interim head of Asset Management for JER's European funds, where he leveraged his earlier exp ... (view full description)

John Azar

EVP, Member Principle
MACC Venture Partners, LLC

  John is the Executive Vice President and Member Principle of MACC Venture Partners and the Capstone Multifamily Group companies where he directs strategic development, capital management and growth for the families of companies. He also oversees alternative financing and investor/portfolio development.  John has a history of pronounced success in investment management, institutional sales and distribution as well as commercial banking and lending.   He was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston specializing in real estate development, and struc ... (view full description)

John Baczewski

President
Real Estate Fiduciary Services LLC

John Baczewski, CPA, is president of Real Estate Fiduciary Services, LLC (REFS), which provides independent fiduciary services and consulting to institutional and individual investors. Baczewski's breadth and depth of institutional real estate experience includes investment strategy development, portfolio and asset management, due diligence and transaction management, operational reviews, accounting, performance measurement, client service and capital formation. Baczewski Chairs the REIS Board, which promulgates information standards for the institutional real estate investment industry. Baczewski is a fellow of the Homer Hoyt Institute, which comprises a group of industry leaders who lend t ... (view full description)

Jordan Bem

Principal
Arizona Investissements

Established in 1999, Arizona Investissements owns, operates, develops and manages commercial real estate (industrial, retail, office, hotel, and multifamily) providing innovative and creative strategies and solutions. ​ Being an entrepreneurial-driven family office, Arizona Investissements employs prudent discipline to acquire value-add real estate opportunities. To date, the group has a vast real estate portfolio consisting of over 2,000,000 square feet within France, 45 independent subsidiaries, and a current pipeline of over 5,000,000 square feet in current development. Arizona Investissements also is currently developing and operating a premier portfolio of high quali ... (view full description)

Sasha Bernier

SVP
Cheltenham Enterprises

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Aditya Bhoopathy

Principal & Executive Vice President
Noble Investment Group, LLC

Mr. Bhoopathy is a principal with primary responsibility for capital market relationships, asset dispositions, and transaction management. In addition, he leads contract documentation and closings related to new acquisitions, development and financing for all investments.   Mr. Bhoopathy has more than 17 years of hospitality industry experience and has participated in over $1.9 billion worth of real estate transactions for the Noble organization since joining the firm in 1999. He became a partner in 2006 and is a regular panelist at lodging, investment, and financing conferences.   Mr. Bhoopathy received a B.S. from the Cornell University School of Hospitality and is ... (view full description)

Ronald Birnbaum

Financial Advisor
Creative Wealth Advisors, LLC

Ron Birnbaum has been an independent financial advisor since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies. His vast knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities.  Ron's extensive experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs.  In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 rep ... (view full description)

Kevin Bishop

Director, Investor Relations
Guggenheim Real Estate

No biography specified

Larry Block

Managing Director, Counsel and Chief Compliance Officer
C-III Capital Partners LLC

Lawrence S. Block is Managing Director, Counsel and Chief Compliance Officer for Island Capital Group LLC ("ICG"), a real estate merchant banking firm; Managing Director, Counsel and Chief Compliance Officer for C-III Capital Partners LLC and its affiliates ("C-III"), including C-III Investment Management LLC, an SEC-registered investment adviser; President and Chief Compliance Officer of Anubis Securities LLC ("Anubis"), a registered broker-dealer; and Senior Vice President of Resource America, Inc. and its affiliates ("RAI"). He joined Island Capital, C-III and Anubis in January 2011, and became an officer of RAI and its affiliates in September 2016. From March 2005 through January 2011, M ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Gregory Breskin

SVP - Acquisitions/Originations
Torchlight Investors

Gregory Breskin is a Senior Vice President in the Acquisition/Originations group with Torchlight Investors.  Torchlight is an investment advisor with $3.9 billion of assets under management seeking  CRE debt and equity Investments in a broad range of property types and variety of structures, including Stretch Senior Loans, Mezzanine Loans, Preferred Equity and J/V Equity.  Targeted investments are from $20-100+ Million.  Prior to Torchlight, Greg operated Ossipee Capital, an independent real estate structured finance advisory firm,  after having lead roles in private equity investment management firms StoneBeck Capital and WestRiver Capital Management.  He was previously with Brookfield Asse ... (view full description)

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

Mr. Bubna oversees portfolio strategy and operations for the commingled funds and serves as the Chief Financial Officer. He is a member of the Firm’s Investment Committee. At TA Associates Realty, Mr. Bubna oversaw the value-add portfolio management group for all commingled funds. Mr. Bubna also directly implemented multiple value-add and core strategies across a portfolio of real estate covering various East Coast markets. As a voting member of the finance committee, he negotiated new and renewal debt proceeds and oversaw the deleveraging and debt restructuring of multiple commingled funds. Prior to TA, Mr. Bubna spent 10 years at Arthur Andersen and Ernst & Y ... (view full description)

Chad Burkhardt

Senior Vice President
CenterSquare Investment Management

Mr. Burkhardt serves as a Senior Vice President in the Acquisition Group of CenterSquare Investment Management. He is responsible for the sourcing, underwriting and closing of acquisitions in the eastern region of the United States. Mr. Burkhardt brings 12 years of experience in real estate principal investing. Prior to joining CenterSquare, he served as a Director of Blackpoint Partners, where he led evaluation, underwriting, and execution of prospective acquisitions. Previously, Mr. Burkhardt was a Vice President at D.E. Shaw & Co., a multi-strategy hedge fund based in New York. Mr. Burkhardt oversaw commercial real estate acquisitions, which included the purchase of senior and subordi ... (view full description)

Frank Caprio

Former State Treasurer of RI & Chair RI State Investment Commission
Treasury - RI

 Mr. Caprio has 25 years of experience at the intersection of investments, government, and law. He served in elective office for 20 years on the state level in Rhode Island, including his service as Treasurer of Rhode Island. While State Treasurer he led investment decisions as Chairman of the State's $8 billion pension fund from 2007 – 2010. During that time the RI pension fund was a national performance leader and was recognized by national observers as one of the few State Pension funds that exited sub-prime mortgage investments ahead of the Great Recession. Since 2011 he has been a Managing Director of Chatham Capital a private credit fund with $1 Billion under manageme ... (view full description)

John Caruso

Managing Director, Head of Finance, Americas
TH Real Estate

John Caruso is Managing Director, Head of Finance for THRE Americas which consists of approximately $76 billion in real estate equity and debt assets under management in North and South America.  John is responsible for both internal and external reporting activities including corporate finance, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics. He is a voting member of the THRE Investment Committee, OpCom, IT OpCom and Executive Leadership Team. John joined TIAA in 2007 and has almost four decades of experience in the real estate, construction and software industries including eleven years in public acco ... (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. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm 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 & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moor ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

No biography specified

Chad Cooley

Co-Founder & Managing Partner
AWH Partners, LLC

Chad Cooley is a Co-Founder and Managing Partner of AWH Partners. At the New York-based real estate investment, development and management company, Related Companies, L.P., Mr. Cooley worked across disciplines, property types and markets while he managed numerous investments, totaling in the hundreds of millions of dollars, through all stages of the acquisition and development process. His responsibilities ranged from sourcing, analyzing and negotiating acquisitions and financing to managing large construction and design teams as well as asset managing properties in The Related Companies’ portfolio. With a $15 billion property portfolio, Related Companies is regarded as one of the most sophi ... (view full description)

Andrew Cooper

Chief Investment Officer
Hines Realty Income Fund LLC

No biography specified

Sam Cooper

Senior Manager, Engineering Systems
Regeneron Pharmaceuticals Inc.

Sam Cooper is the Senior Manager, Engineering Systems for Regeneron Pharmaceuticals Inc. He is responsible for the building systems, energy management, and environmental sustainability programs in the Tarrytown, Sleepy Hollow, and Basking Ridge locations. He is a member of the Board of Directors for the Greenburgh Nature Center in Westchester County, NY. He has a BSBA with a concentration in Project Management from Colorado Tech. He is currently completing his MSEng from NYIT with an expected graduation in the fall of 2018. Sam served nine years in the United States Navy.

Steve Coyle

Managing Director
The Davis Companies

Steve joined The Davis Companies in March 2017 as a managing Director. Steve leads the Investor Relations and marketing for the firm. Steve oversees the Investor Relations team and has primary responsibility for all investor communications, as well as managing, maintaining and expanding The Davis Companies' investor, consultant and distribution relationships. Steve also leads the development and implementation of marketing and public relations strategies for the Company, its funds and other investment vehicles.

 

Matthew Cudrin

Partner
Bryan Cave Leighton Paisner LLP

Matthew Cudrin focuses on representing opportunity funds, major developers, lenders, property owners and investors in structuring, negotiating and closing varied and complex commercial real estate transactions throughout the United States covering nearly every asset class.
Mr. Cudrin is a partner in the firm’s Real Estate Client Service Group and member of its Real Estate Private Equity and REITs Team. He was previously with Bryan Cave from 2005 until 2014.
 

Christopher Cutler

President
Manager Analysis Services

Chris Cutler, CFA founded the investment consulting firm Manager Analysis Services, LLC [MAS] in March 2003.  MAS advises endowments, foundations, and family offices on the governance and performance of their investment programs.  MAS evaluates CIOs and OCIOs, and advises institutions on their selection of OCIOs. MAS assists institutional investors and family offices in their selection of investment managers, performance of due diligence, and monitoring of managers and portfolios. Cumulatively MAS has reviewed about 2,000 asset managers and investment ventures since its founding 15 years ago.  Prior to founding MAS, Chris worked at Deutsche Bank from 1994 for 2003. He ... (view full description)

Jesse Daly

VP, Strategy & Business Dev
EPR Properties

Jesse Daly is Vice President of Strategy and Business Development at EPR Properties (NYSE: EPR). EPR Properties is a uniquely positioned triple net real estate investment trust (REIT) specializing in highly enduring sectors of the real estate industry that fall outside of the traditional "four food groups." As Vice President, Mr. Daly is responsible for identifying and analyzing new investment opportunities, and has expanded the company’s investment platform through mergers and acquisitions, as well as the origination of new opportunities in sectors supported by long-term macroeconomic and demographic trends.  At EPR, we strive to build on our heritage of financing high quality assets by see ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley is the COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated 145+ affordable & work-force multi-family properties across 20 states, representing apartment homes for over 24,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition and development of various commercial real estate projects ranging from m ... (view full description)

Vincent Danzi

SVP & Senior Counsel
AmTrust Title

Vincent G. Danzi is Senior Counsel at AmTrust Title Insurance Company (AmTrust Title), an AmTrust Financial (NASDAQ: AFSI) company.  Mr. Danzi is also the corporate counsel of AmTrust Title’s sibling company, First Nationwide Title Agency, LLC.  At AmTrust Title he is responsible for the policies and procedures of AmTrust Title Insurance Company’s personal property division.  He is a member of the Executive Committee of the New York State Land Title Association (NYSLTA), the Chairperson of the Law Committee of the NYSLTA and is a member of three committees of the American Land Title Association: the Government Affairs Committee, the State Legislative / Regulatory Affairs Com ... (view full description)

Warren de Haan

Managing Partner
ACORE Capital

Warren de Haan is a founder and one of the four managing partners of ACORE Capital.   Mr. de Haan has more than 20 years’ experience in the CRE finance industry and capital markets. Prior to ACORE Capital, he was the Chief Originations Officer of Starwood Property Trust (ticker STWD) a public mortgage REIT, and was part of the management team that invested over $10 billion in CRE debt between October 2010 and October 2014. Prior to STWD Mr. de Haan was co-head of loan originations on the management team that founded Countrywide Financial Corporation’s CRE finance business that launched in 2004 and grew into one of the largest CRE lending platforms in the United States ... (view full description)

Matt DeAtley

VP, Real Estate
Oaktree Capital Management, L.P.

No biography specified

Jon Dishell

Managing Director, Fund Management & Investor Relations
American Real Estate Partners

Jon Dishell is the Managing Director of Fund Management and Investor Relations for American Real Estate Partners ("AREP") where he was recruited in February 2012 to launch the firm’s institutional fund management initiative, as well as manage its joint venture relationships.   With over 33 years of experience in commercial real estate, Jon has an extensive background across the spectrum of real estate capital markets activities. His tenure in the institutional arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where the majority of his career was spent. While with DEI, the company sponsored eleven institutional real estate funds totaling $1.9B, and fo ... (view full description)

Brad Dockser

CEO
Green Generation Solutions

Bradford H. Dockser is the Chief Executive Officer and Co-Founder of Green Generation Solutions, LLC, which engineers and implements comprehensive integrated energy efficiency solutions that lower operating costs while improving sustainability on behalf of a diverse set of clients worldwide. GreenGen helps its clients use energy as a driver of value across all asset types in North America, the Caribbean, Europe and Asia. GreenGen’s turnkey approach to energy efficiency is implemented by a team that includes electrical, lighting and mechanical engineers, PhDs, tradesmen, as well as real estate and finance experts. During his more than two decades of real estate investing, Br ... (view full description)

Tim Doherty

EVP, Head of Ground Lease Investments
iStar Financial

Tim Doherty currently serves as Executive Vice President, Head of Ground Lease Investments. Mr. Doherty leads the investment team of Safety, Income & Growth, Inc (NYSE: SAFE), a public REIT focused on the acquisition and creation of ground lease investments across all property types nationwide. SAFE is the first publicly traded company focused solely on ground lease investments and is externally managed by iStar. Mr. Doherty worked at iStar between 2000 and 2008 and recently rejoined iStar in 2013. Prior to becoming the Head of Ground Lease Investments, he focused on structured finance having worked on over 60 transactions totaling more than $5 billion during his tenure at iStar. The tra ... (view full description)

Michael Dombai

Managing Director
Cortland Fund Services

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

Erik Dowling

Managing Director
Value Partners

Erik Dowling is a Principal & Managing Director at Value Partners, where he manages the sourcing, underwriting, negotiating, structuring, and due diligence of activities of an acquisition team focused on select markets across the United States. Erik also serves on the company’s Investment Committee.   Prior to joining Value Partners, Erik was a Principal of The SilverBrick Group, a privately held real estate investment company. In this role, Erik led the acquisition, management and renovations of more than 2,000 units of value-add multi-family properties across three states. Erik has more than 20 years of experience in the commercial real estate industry, working extens ... (view full description)

Kevin Dowling

Strategic Account Director
Juniper Square

No biography specified

Joan Dromey

Senior Product Manager, Private Markets
Computershare

Joan Dromey is Senior Product Manager for the Private Markets group at Computershare. She has wide ranging expertise in ecommerce products and systems, business and systems analysis, process improvement and risk and compliance issues, as well as extensive knowledge of financial services, capital markets, securities trading and electronic payment processing.   Prior to joining Computershare, Joan worked for several years raising equity capital for real estate and venture private placement offerings (First Winthrop,The Harborside Companies) and built a successful practice consulting and providing strategic planning services to entrepreneurs. She holds a Bachelor of Arts deg ... (view full description)

David Eberle

Managing Director Investor Relations
Arden Group

David S. Eberle joined The Arden Group in 2017 as Managing Director Investor Relations. Mr. Eberle has over 29 years of experience in the financial sector, specifically real estate. Prior to joining Arden Mr. Eberle was a Principal – Director of Fund Management for a large Midwest based real estate firm. Previous to this, Mr. Eberle spent 8 years as an owner and partner in Demeter, LLC. , Demeter raised equity from and provided investment management for a portfolio of real estate for Harvard Management Company. His responsibilities with Demeter included; developing PPM’s, interfacing with attorneys and CPA’s, identification, purchase and sale of properties, as well as all fundraising activit ... (view full description)

Michael Eglit

Managing Director
Blackstone

Michael Eglit is a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in New York.  Since joining Blackstone, Mr. Eglit has been involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies.  He has been involved with or responsible for more than $7.0 billion in first mortgage, mezzanine, B-note and preferred equity originations, as well as the acquisition of more than $6.0 billion in legacy loans.  Before joining Blackstone in 2010, Mr. Eglit was with Wrightwood Capital where he underwrote and originated first mortgages, mezzanine loans and preferred equity. Mr. Eglit received a BA from Lehigh ... (view full description)

Thomas Errath

Senior Vice President-Strategy and Research
Harrison Street Real Estate Capital, LLC

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

James Facompre

Director
SS&C Technologies

Mr. Facompre is a member of the Global Real Assets Group at SS&C.  Mr. Facompre is a CPA with over  25 years of Financial Services Company, Private Equity and Real Estate Experience.  Prior to joining SS&C in 2014, Mr. Facompre was a SVP/Controller in the Finance area of Clarion Partners as well as working several years in public accounting.  Mr. Facompre has a Bachelor of Science in Accounting from Adelphi University.
 

Robert Farrow

Managing Principal
Caprock, LP / CapAnimadverto Management

Robert M. Farrow is Managing Principal of CapAnimadverto Global Macro and Special Situations Investments. The firm’s primary investment focus is real estate collateral, covering sovereign credit, real estate capital markets, global property, and cross-border/domestic insolvency. Mr. Farrow is a strategist and portfolio manager for a global book of identified systemic risk exposures resulting from property-level information inefficiencies, excess credit, and overcapacity within the built environment. He has been a specialist in the real estate sector for 17 years and has managed, consulted, and advised in excess of ten-million square feet of propery-related market mandates ... (view full description)

Mathew Feldman

Managing Director
The Carlyle Group

Mat Feldman is a Managing Director of the Carlyle Credit Opportunities Fund. He is based in New York.   Prior to joining Carlyle, Mr. Feldman was a senior investment professional at Davidson Kempner Capital Management. During his six years at Davidson Kempner, Mr. Feldman was responsible for sourcing and structuring complex transactions totaling nearly $2 billion of deployed capital across the United States and Europe. Mr. Feldman was an integral member of Davidson Kempner's real estate platform, and helped pioneer new areas of opportunity for the firm (including, but not limited to, the acquisition of a regulated credit institution and purchasing more than $500 million of high y ... (view full description)

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

Mr. Fields is Senior Vice President of Inland Institutional Capital, LLC where he is responsible for the portfolio management of the Inland Retail Property Fund, capital raising and advisory services to the companies that are a part of The Inland Real Estate Group of Companies, Inc. Prior to working for Inland, Mr. Fields was Managing Director and Head of Real Estate at Capital Dynamics based in Zurich, Switzerland. At Capital Dynamics, Mr. Fields established the private equity real estate investment management division based upon his many years of investment experience, coupled with Capital Dynamics private equity structure and processes. Mr. Fields previously oversaw HRJ Capita ... (view full description)

Howard Fife

Principal
Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Arts D ... (view full description)

Jerry Fink

Managing Partner
The Bascom Group, LLC

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $15.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units.  Bascom has ranked among the top 50 multifamily owners in the U.S.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Venture Partners, Bascom Milestone Ventures, and the Realm Group.  Bascom’ ... (view full description)

Rick Firmine

Vice President
Argosy Real Estate Partners

Mr. Firmine is responsible for developing new operating partner relationships, sourcing acquisitions and investment screening. Prior to joining Argosy Real Estate Partners in 2017, Mr. Firmine was a Principal with the Fifteen Group, where he oversaw the firm’s acquisition and development efforts throughout the Mountain Region.  Previously, he spent over a decade as the Owner of RF Development, a successful Las Vegas based development and advisory firm.  The company developed over $150 million of real estate on the South Strip, and advised banks and private equity funds on the acquisition and disposition of over $1 billion of assets.  This included the sourcing of new investment opportunities ... (view full description)

Ian Formigle

VP, Investments
CrowdStreet

Ian is a real estate professional and serial entrepreneur with over 19 years experience in real estate private equity, startups and equity and options trading. He has extensive experience in acquisitions, capital formation, directing teams, structuring deals, syndication, asset management, financial markets and investor relations. Prior to joining CrowdStreet, Ian was VP of Business Development for ScanlanKemperBard Companies, where he managed the firms alternative investment platform and served as an acquisitions officer on a team that completed $460 million of commercial real estate acquisitions during his tenure. Previously, Ian cofounded and served as CEO of Clarus Proper ... (view full description)

Demian Gage

CFO
Winstanley Enterprises, LLC

No biography specified

Gerald Garrett

Trustee
Oklahoma Firefighters Pension & Retirement System

Gerald is a 30-year veteran of the Tulsa Fire Department where he is currently head of the Planning and Research Branch. He has served as a trustee of the Oklahoma Firefighters Pension System for over 14 years, holding positions on the rules committee, investment committee and as chairman of the board. Gerald served 12 years as Vice President of the Tulsa firefighters IAFF Local 176. Since 1994 he has served as the Unions appointee to the Tulsa Firefighters Trust Fund, which provides health, life and dental insurance to over 1100 active and retired firefighters. For the last 10 years Gerald has been a member of the City of Tulsa deferred compensation (457) committee with over 75 million d ... (view full description)

Jesse Goepel

Principal
Square Mile Capital

No biography specified

Bob Goldbaum

VP Strategy
Dynamo Software

Bob brings over 25 years of experience in investment operations, marketing, M&A and Fintech innovation.  Before Dynamo, he helped build Citadel’s fund administration business as head of their Fund of Funds and Allocator Services and helped design their Investor Services and Accounting infrastructures. Before moving to Chicago, he founded  FundRunner software in San Francisco, CA, the first CRM and manager research platform for the private investment industry which he sold in 2005. At FundRunner he re-built HedgeFund.net with its founder and created its Private Equity counterpart for the Guggenhiem group. He also worked closely with Credit Suisse to create their alternative investment ind ... (view full description)

Miriam Gonzalez-Lujan

President & CIO
Vinart Corp Capital Management

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

Noah Gottlieb

Co-CEO, X Social Communities
Property Markets Group

No biography specified

Billy Grayson

Executive Director
ULI Center for Sustainability

Billy Grayson is the Executive Director for the Center for Sustainability and Economic Performance at the Urban Land Institute, a nonprofit education and research organization that focuses on land use, real estate and urban development.   As Executive Director for the Center for Sustainability, Mr. Grayson manages a team leading programs on climate risk and resilience, health and wellness, and building energy and environmental performance. ULI works with members, community leaders, coalition partners, and other key stakeholders to build awareness around sustainability issues in the built environment, and to provide our members with the tools and resources they need to cost-effect ... (view full description)

Jeffrey Gronning

Managing Principal
Normandy Partners

Jeffrey K. Gronning, Founder and Partner. Mr. Gronning is a founder and partner of the Normandy Real Estate Funds and also serves as the firm’s Chief Compliance Officer. Prior to joining Normandy in 2005, Mr. Gronning held the position of Executive Director and Chief Financial Officer of Morgan Stanley’s real estate investing division and served on its Investment Committee. During his 12 years at Morgan Stanley, Mr. Gronning gained global transaction and capital markets experience and had financial responsibility for a $13 billion asset portfolio, serving more than 100 institutional clients. Mr. Gronning has been instrumental in raising over $4.0 billion in ... (view full description)

Rishi Gupta

Managing Director
Eagle Rock Advisors LLC

No biography specified

Michael Halperin

SVP
Contrarian Capital Management, LLC

Michael Halperin has over 25 years of real estate finance, workout and investment experience, including 21 years focused on distressed and opportunistic real estate transactions throughout the United States and Europe. He has been a senior member of Contrarian Capital Management’s real estate team for over twelve years and serves on the real estate investment committee and firm’s valuation committee. At Contrarian, he is responsible for acquisitions of distressed/opportunistic real estate and real estate debt, and identifying and managing joint ventures with local operating partners. Contrarian Capital Management is an institutional investment manager with over $4.7 billion of assets under m ... (view full description)

Doug Harmon

Managing Director
Arden Credit Fund

Doug joined Arden in 2016 to manage the Arden Credit Fund.    Previously, Doug was an Executive Vice President with A10 Capital, a commercial real estate lending platform focused on bridge and permanent lending for middle market borrowers throughout the United States.     Doug has 25 years of real estate origination, structuring, syndication, and capital markets experience, both domestically and internationally.   Prior to joining A10 Capital, Mr. Harmon was a Managing Director and senior originator for RBS Securities, Inc. commercial real estate platform as well as co-head of the Leveraged Capital Markets effort, focused on origination.  Mr. Harmon joined RBS Securities, Inc.  i ... (view full description)

Scott Harris

EVP Capital Development and Strategic Relations
Everest Healthcare Properties

Scott Harris is the Executive Vice President of Capital Development and Strategic Relations for Everest Healthcare Properties. He has over 35 years of extensive experience in all aspects of the real estate public/private equity/debt market place in national and international markets. Mr. Harris has executed more than $2.5 billion in acquisitions and dispositions; managed portfolios in excess of $3.5 billion; raised more than $3.5 billion in capital for investment; and, has appraised an extensive variety of properties with a value well in excess of $3.0 billion. Prior to joining Everest, Mr. Harris owned his own consulting and investment advisory firm, established and directed the ... (view full description)

Dan Hartman

Managing Director
Terra Capital Partners

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack.  At Terra Capital Partners, Mr. Hartman is a Managing Director responsible for transaction origination focusing on mezzanine and preferred equity on virtually all property types. His most recent previous position was at Ares Management, a successor to Wrightwood Capital, a position he held for nine years investing first mortgage and mezzanine debt and equity. He has also held positions at GE Capital Corp, Mercedes Benz Capital, ORIX and JP Morgan Chase.   Mr. Hartman is a graduate of Cornell University, Fordham Graduate School of Business and New York University Real Estate ... (view full description)

Christopher Hartung

Director
Lazard Asset Management

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate team. He began working in the investment field in 1990. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Rea ... (view full description)

Justin Harvey

Senior Vice President - Investments
Cabot Properties

No biography specified

Timothy Haskin

Senior Managing Director
AECOM Capital

Mr. Haskin is a Partner and a Senior Managing Director of AECOM Capital. He focuses on identifying, structuring, and negotiating complex development and value-add projects, capital structuring and execution. AECOM has currently 17 investments, totaling $5 billion of development value.  He has an extensive background in real estate capital markets, with over 39 years of experience and expertise with acquisitions, financing, and repositioning of large scale real estate projects, and is an expert in the domestic and global commercial real estate and hospitality markets.   Previously, Mr. Haskin was the Founder and President of Peninsula Real Estate LLC, a New York City ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings on behalf of his clients. Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family o ... (view full description)

Eric Henderson

CIO
East Horizon Investments, LLC

Eric Uchida Henderson, CFA is the Chief Investment Officer of East Horizon Investments, a niche investment management and advisory firm that provides thoughtful wealth management and financial planning expertise. He advises a wide range of clients from individuals, families, endowments, foundations and businesses. Eric is responsible for constructing portfolios and implementing investment strategies across multiple asset classes. With over 25 years of investing experience in Asia and in the United States, Eric previously worked as a portfolio manager and an equity analyst at firms including Bank of America, John Hancock, RBS, ING Barings and Nomura Securities. Eric received his BSc and MS ... (view full description)

Kevin Hites

President & Chief Investment Officer
The John Buck Company

No biography specified

Shally Hu

Head of Acquisitions
ARON Asset Management

Head of Acquisitions at ARON Asset Management,  QOZ Fund focusing on tax efficient real estate investments in distressed US communities.  Shally has over 10 years of experience managing institutional real estate transactions totaling over $6.2 Billion. Shally previously worked for GE Capital Real Estate, where she was responsible for real estate portfolio acquisitions, dispositions and underwriting in their $80 Billion portfolio globally. Shally also worked at Cushman & Wakefield in the investment sales group and for Bank of China leading negotiations and transactions for high profile assets such as the Time Warner Center, 220 Central Park South, the Plaza Hotel, the Sky buil ... (view full description)

Brandon Huffman

Portfolio Manager
Rubenstein Partners


Brandon joined Rubenstein Partners in 2008.  As Portfolio Manager of Equity Investments, he is responsible for implementing and overseeing all aspects of the firm’s value-added funds and is a member of the Investment Committee.

Prior to Rubenstein Partners, Brandon worked at Wachovia Securities in the Real Estate Leveraged Finance Group.  He graduated from the University of Virginia with a Bachelor of Science in Commerce with a concentration in Finance and a Bachelor of Arts in Spanish.
Brandon is a member of PREA, ULI and the Editorial Board of Institutional Real Estate, Incorporated.
 

Graeme Humphreys

Chief Financial Officer
Lafayette RE LLC

Mr. Humphreys is the Chief Financial Officer at Lafayette, and is responsible for fund management, administration, and financial reporting for the firm’s funds, as well as financial reporting for the firm’s management company. Before joining Lafayette in January 2018, Mr. Humphreys was a Director at Blackstone, where he led finance/technology operations for the Private Equity business as well as the Global Fund Accounting team. Prior to this, Mr. Humphreys was a Partner and Financial Controller at Grainmarket, a commercial real estate fund in London.
 
Mr. Humphreys is a Chartered Accountant in the UK, and has a Masters degree in Chemistry from the University of Oxford.

Lou Jacobsohn

Strategic Account Director
Juniper Square

No biography specified

Andrew Jewett

Co-Founder
Aperture Real Estate Ventures

Aperture is a California based real estate technology and investment company focused on the acquisition, rehabilitation and disposition of distressed residential real estate and writing loans to smaller investors with the same strategy. In their careers, our team is estimated to have been involved in the closing of over $150B of real estate financing transactions, the flipping of over 3,000 properties, the origination of over $10B of mortgage loans and the creation of proprietary technology systems for some of the largest investment banks in the world. Prior to co-founding Aperture in 2016, Andrew was the co-head of capital markets at one of the largest fix and flip o ... (view full description)

Bryan Kane

Managing Partner
SLI Capital

No biography specified

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)

Katie Keenan

Managing Director
Blackstone

Katie Keenan joined Blackstone in 2012 and is a Managing Director in the Real Estate Debt Strategies Group, where she originates senior and subordinate real estate debt investments across property types and markets. Before joining Blackstone, Katie was a Vice President at G2 Investment Group, where she was involved in real estate and private equity investment activities. Previously, she was an Associate at Lubert-Adler Real Estate Funds, and prior to that, started her career as an Analyst at Lehman Brothers in the Real Estate Investment Banking Group. Katie graduated cum laude with an AB in History from Harvard College and was named to the Forbes 2014 30 Under 30 - Finance list.  

Shlomo Khoudari

Managing Partner
Elion Partners

Shlomo Khoudari is Managing Partner and Co-founder at Elion Partners, and a voting member of both the Asset Management Committee and Investment Committee. Shlomo directs Elion Partners' asset management, development and marketing initiatives, overseeing the execution of each investment with the goal of maximizing returns while ensuring the firm's exposure continues to grow through innovative marketing strategies. Shlomo's leadership in the Asset Management department plays a critical role in meeting investment objectives and monitoring portfolio assets.   Prior to joining Elion Partners, Shlomo co-founded Realco Realty, which acquired multiple properties with tenants such as J.P. ... (view full description)

Edmund Kindelan

Office Managing Partner
CohnReznick LLP

No biography specified

Richard Kulick

Chief Investment Officer
Gamma Real Estate

Richard Kulick : Chief Investment Officer, Multifamily Housing Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $600 million of multifamily properties in the past 5 years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick lead multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank’s Real Estate, Leisure and Lodging Group. Mr. Kulick is a lawyer by training and prior to UBS, practiced law for over four years in New York at Sidley Austin’ ... (view full description)

Constantine Kurbatov

Managing Director
BANKEX

Constantine is the Managing Director of BANKEX, a blockchain-based fintech company based in New York. BANKEX successfully raised over $72M during its token sale in December 2017, placing it in the Top 20 largest ICOs of all time.

https://www.linkedin.com/in/constantinekurbatoff/
 

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)

Daniel Kwon

Partner
Apollo Global Management LLC

No biography specified

Michael Lavipour

Managing Director
Square Mile Capital Management LLC

No biography specified

John Lippmann

Senior Director
New York Life Real Estate Investors

Mr. Lippmann oversees special servicing and production of highly structured real estate loans across the national platform, including construction, bridge and mezzanine financings. He also coordinates the financing of certain equity investments managed by the firm. Prior to joining the firm in 2010, he held senior positions in the real estate groups at FTI Consulting and Eurohypo AG. He began his career at JPMorganChase. Mr. Lippmann has a BA degree from the School of Public Affairs at American University and an MBA in Finance from the Stern School of Business at New York University.

Tim Little

Partner, National Chair
Katten Muchin Rosenman

Timothy G. Little has practiced real estate law for 20 years and has experience in many different types of real estate transactions, with a focus on real estate finance and capital markets-related real estate transactions. Mr. Little has represented lenders in acquisition, term and construction financings, as well as mezzanine loans, senior/subordinate ("A/B") notes and participations and multi-tiered intercreditor arrangements. He has represented agents, lenders and borrowers in secured and unsecured credit facilities to real estate companies. He has substantial experience in credit lease transactions having represented underwriters, equity investors and lessees in domestic and internation ... (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)

James Lockhart III

Vice Chairman
WL Ross & Co. LLC

James B. Lockhart III is Vice Chairman of WL Ross & Co. LLC and a member of the Investment Committees for the WLR Recovery Funds, Invesco Mortgage Recovery Funds and WLR Cardinal Irish Mezzanine. His responsibilities include overseeing financial services portfolio companies and sourcing new opportunities in the financial services industry. Prior to joining WL Ross in September 2009, he was the Director of the Federal Housing Finance Agency, regulator of Fannie Mae, Freddie Mac and the twelve Federal Home Loan Banks, and its predecessor agency, the Office of Federal Housing Enterprise Oversight, since May 2006. He served as the Chairman of Federal Housing Finance Oversigh ... (view full description)

Brad Lyons

Head of Capital Markets – North America
Henley Investments

Brad Lyons identifies new opportunities and raises capital for Henley’s US investments. He is a seasoned capital markets executive with over fifteen years of experience in the commercial real estate industry.  Brad has significant experience in the real estate structured finance space and has been active with development projects, value-add and stabilized properties throughout all sectors, nationwide. He holds a BA in Economics from Johns Hopkins University and an MS in Real Estate Finance & Investment from NYU.

Margot Maffei Latham

Managing Director - Portfolio Management
Guggenheim Partners, LLC

Ms. Latham is a Managing Director in the Structured Real Estate group at Guggenheim Partners Investment Management. She has 25 years of experience in commercial real estate portfolio management, credit and operational risk, and new division and product development.   Prior to joining Guggenheim, Ms. Latham was a consultant at the Promontory Financial Group where she advised financial institutions on enterprise risk, credit, and the resolution of operational challenges. Prior to Promontory she was a Senior Vice President at Countrywide Bank where she designed and launched a national multifamily lending division and then led division portfolio management. Ms. Latham also developed ... (view full description)

Maurice Malfatti

Managing Principal
Blue Heron Asset Management LLC

Maurice Malfatti is Managing Principal with Blue Heron Asset Management, a private equity real estate firm based in Raleigh, NC. Mr. Malfatti oversees portfolio management and day-to-day operations. 

Blue Heron is a vertically-integrated investment management firm with the capacity and expertise to acquire, reposition, and develop. The firm's current funds are focused on opportunistic investments in the Southeast, across multiple property types, primarily multifamily, mixed-use and office. 

Mr. Malfatti is a graduate of Lehigh University with a BS in Industrial Engineering.

Henry Manoucheri

Chairman & CEO
Universe Holdings

Henry Manoucheri’s successful real estate career spans over 30 years. Mr. Manoucheri began his real estate career in 1985 at Marcus & Millichap, a prominent Southern California real estate brokerage company in 1985 and quickly became one of the company’s top salespersons. Over a career spanning over three decades, Mr. Manoucheri has negotiated over $500,000,000 of transactions involving multi-family housing, office and commercial properties, shopping centers and land. Mr. Manoucheri formed Global Integrity Realty Corporation in 2000. Within the first year, the company’s assets under management grew from three times, from 400 to 1,200 units. With his decades of real estate exp ... (view full description)

Howard Margolis

Managing Director
Clarion Partners

Howard Margolis is a Managing Director and Head of Product Development at Clarion Partners. As a member of the Client Capital Management Group, Howard focuses on structuring products targeted for distribution across various capital channels. He also works to expand certain strategic relationships with institutional investors. Howard joined Clarion Partners in 2017, after serving in various leadership positions with BIP Investments, Willett Advisors, the Government of Singapore Investment Corporation and UBS Real Estate Banking.  Howard currently serves as the head of the Pension Real Estate Association (PREA) Conference Committee, and as a member of Global Exchange Council at the Urban Land ... (view full description)

Jason Maxwell

General Counsel
Hines Advisors Limited Partnership

Jason Maxwell is the General Counsel for Hines Advisors LP in Houston, Texas. He served as sole in-house attorney at the firm for six years until the recent expansion of the legal function, and he serves the legal needs of Hines' largest private and its public funds: the US Core Office Fund, Hines REIT, Hines Global REIT and Hines Global REIT II. Since his arrival in June 2006, he has led the legal negotiation and successful acquisition or disposition of 100 Class A office, office-flex, logistics, retail and other real estate assets with an aggregate purchase price of nearly $14 billion. He has extensive experience structuring and negotiating real estate acquisitions and dispositions (inc ... (view full description)

Daniel Mee

Co-President & COO
Tremont Mortgage Trust

Mr. Mee is Co-President and Chief Operating Officer of Tremont Mortgage Trust (TRMT), a public mortgage REIT focused on direct commercial real estate bridge loans.  He is also Senior Vice President at Tremont Realty Capital (Tremont). Tremont is the capital markets division of the RMR Group, an alternative manager focused on real estate related companies with 36 offices, over 450 employees and over $27 billion assets under management. Mr. Mee has over 30 years of experience in the commercial real estate industry. He co-founded Tremont in 2000, then merged it into RMR in 2016. Prior to Tremont, he was a senior officer with several boutique financial firms in both Boston and New York.  In the ... (view full description)

Troy Merkel

Partner
RSM US LLP

I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

Kenny Moon

Director
Almanac Realty Investors, LLC

No biography specified

Paul Moore

Founder & Managing Director
Wellings Capital

After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm  five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight. Paul later entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful ... (view full description)

Robert Morse

Chairman
Bridge Investment Group Partners

Mr. Morse has over 30 years of experience in commercial and investment banking and private equity fund management. Currently Mr. Morse serves as the Chairman of Bridge Investment Group Partners, a real estate asset management firm founded in 1991. Bridge currently owns and manages over 22,000 apartment units and over 2mm sq ft of commercial office space. Previously, Mr. Morse served as the CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008. This group of institutional businesses included corporate banking, investment banking, markets and transaction services in 17 countries employing over 14,000 employees. During Mr. Morse’s tenure, Citigroup was awarded the ‘Best B ... (view full description)

Marie Murphy

Managing Partner
MJD Capital Partners

Marie Murphy is the Founder and Managing Partner of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in single family and multifamily investments, including short term and long term investment horizons. Marie also serves as a Manager of Sacramento Opportunity Fund, LLC and is the Sole Managing Member of 3.0 Investments, LLC. Marie is a licensed real estate agent in the state of California.  Marie lives in San Francisco, CA.&n ... (view full description)

Jeremiah Murphy

Senior Vice President of Acquisitions
The Davis Companies

As Senior Vice President of Investments, Jerry is responsible for originating, underwriting, and closing new acquisitions on behalf of The Davis Companies (TDC). Jerry’s primary focus is on residential investment opportunities, both in the “for rent” and “for sale” space. In addition, Jerry has been prominently involved in TDC’s self-storage investment platform and in TDC’s investments in the hospitality sector. Since joining The Davis Companies in 2012, Jerry has led the acquisition of over $1.2 billion of real estate and real estate securities requiring $340 million of equity capital from TDC’s investment funds and other affiliated investment vehicles.   Prior to joining TDC, J ... (view full description)

Christopher Oka

Managing Director
Angelo Gordon & Co

Christopher Oka is based in New York and is responsible for Angelo, Gordon’s real estate activities within the hospitality sector in the U.S.
and Europe. Prior to joining the firm in 2013, Chris worked for Fortress Investment Group in its credit and real estate funds where he focused on asset and entity level acquisitions, distressed debt, and
lending opportunities within the hospitality sector. Chris holds a B.A. degree from UCLA and an M.B.A. degree from UC Berkeley’s Haas School of Business.
 

Shravan Parsi

Co-CEO & Principal
NAPA Ventures LLC

Shravan Parsi is an entrepreneur and an innovator with a background in two diversified professional fields: real estate investments and pharmaceutical research. Shravan is the Co-CEO & Co-Founder of NAPA Ventures LLC. NAPA is a multifamily and commercial real estate investment company focused on the acquisition, rehabilitation and operation of value-add and core asset investment properties.  NAPA has experienced exceptional business growth, acquiring 4000 units in the last couple of years, and is set to more than double the portfolio with a planned pipeline of acquisitions slated to close in 2017/2018. NAPA's ultimate goal is to generate passive or active incomes & enhanc ... (view full description)

Michael Patock

Director
Ellwood Associates

No biography specified

Tarak Patolia

Founder & Managing Partner
BanyanTree Group

Tarak Patolia is the founder and managing principal of BanyanTree Group. Tarak is responsible for the firm's overall stretegy, finances, operations and culture. Prior to starting BanyanTree Group, from 1994 to 2016, Tarak served as Chief Investment Officer at Sterling Equities, Inc, the family office of the Wilpon and Katz families (the owners of NY Mets). At Sterling, Tarak was involved in the formation, capitalization and administration of five real estate investment funds. He spearheaded the negotiation, acquisition, asset management and disposition of over $4 billion of real estate and real estate related assets. Prior to Sterling, he was a technical analyst in New York and a practicing ... (view full description)

Leopold Peavy

Head of Investor Products
Preqin

No biography specified

Ira Perlmuter

Managing Director
T5 Equity Partners LLC

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

Jamie Peschel

Managing Partner
Longfellow Real Estate Partners

No biography specified

Matthew Peurach

Partner
Morris, Manning & Martin, LLP

Matthew R. Peurach is a partner at Morris, Manning & Martin, LLP in the Real Estate Capital Markets, Funds & Alternative Investments and Tax practices. He focuses on structuring commercial real estate transactions, negotiating and drafting partnership agreements and LLC agreements documenting equity investments in real estate, as well as structuring private equity funds and other joint venture-related entities predominately focused on real estate investments. Matt also advises clients on tax issues associated with real estate and other corporate transactions, including qualified opportunity fund investments, like-kind exchanges under Section 1031 of the Code, affordable housing/low i ... (view full description)

Enrico Plati

CEO
Savoy R.E. Development

MEnrico F. Plati, its principal, started his professional career as a University Professor of Architecture and Urban Planning. He went on to form the distinguished Chicago architectural and development firm of Friedes and Plati, where he practiced, built, and developed, later in partnership with others, a multitude of successful projects and expanded into profitable marketing and sales of properties in the East coast and the South West.

Mr. Plati is also currently consulting internationally with real estate operators in Europe and Central America.

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, is responsible for overseeing the originations and acquisitions of debt and equity investments across CPRE’s real estate platforms as well as holds a seat on all real estate investment committees. Prior to becoming Co-Head, Ms. Potts was responsible for the originations and acquisitions in the Southeast, Texas and Midwest regions of the U.S., and facilitated the acquisition, financing and development of over $3 billion of commercial real estate transactions for CPRE across all asset classes including multifamily, condominiums, office, retail, hospitality, and mixed use. Ms. Potts previously worked in the Financial Ins ... (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)

Joshua Pukini

Managing Partner
AB Capital

Mr. Pukini is a Principal of AB Capital with over 14 years of experience in privately funded real estate investments. 

Mr. Pukini is responsible for managing the firm’s total investment portfolio, evaluating deal risk, & structuring opportunistic real estate ventures. 

Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital.   

Mr. Pukini is licensed as a Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies.

 

Remy Raisner

Founder & CEO
Proteus Capital Management

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm headquartered in New York City.    Under his leadership, Proteus has raised capital domestically and internationally since 2009. It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments in New York City. Most of the firm's acquisitions have taken place in the outer boroughs, with an emphasis in the emerging Brooklyn neighborhoods of Bushwick and Bedford-Stuyvesant.   Starting 2013, Proteus also became involved in PropTech, through its affiliate Proteus Tech Ventures, ... (view full description)

Alek Roomet

Director of Originations - east
Varde Partners

No biography specified

James Ross

Principal & Managing Member
Rossrock, LLC

James H. Ross is a Member of Rossrock LLC, which he co-founded in 1992. Rossrock is one of the most active purchasers of distressed commercial real estate debt in the United States. Rossrock has formed over 30 real estate investment partnerships and is currently managing Rossrock Fund II, a real estate distressed debt fund with $160 million in equity. Mr. Ross previously practiced real estate and corporate law at Cravath, Swaine & Moore in New York and at Holland & Hart in Denver. Mr. Ross earned a B.A. from Yale College and a J.D. degree from Columbia Law School.

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Andrew Sabatini

Managing Director
Situs RERC

Andrew Sabatini serves as managing director for valuation management and consulting services at Situs RERC. Mr.Sabatini is responsible for managing the valuation management business. The  business focuses on bringing industry best practices and thought leadership to Situs RERC's clients through expert review/consulting and performance measurement analytics. Mr. Sabatini is also responsible for the coordination and resolution of high impact valuation issues encountered by Situs RERC's clients.   Prior to joining Situs RERC, Mr. Sabatini served as a managing director at National Valuation Consultants,Inc. While there he managed NVC's Real Estate Advisory Services division and had p ... (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. 

Rich Sarkis

CEO
Reonomy

No biography specified

Michael Schindler

Executive Consultant
EisnerAmper LLP

Michael Schindler is an attorney and tax expert with more than 20 years’ experience in the real estate industry, specializing in tax structuring, finance, accounting and law. His expertise is in assisting companies to make business decisions by succinctly identifying tax and accounting issues and crafting alternative solutions that are practical from both operational and legal perspectives. Prior to being retained as an executive consultant to EisnerAmper, Michael founded MDS Executive Tax Advisors, LLC, whose mission is to provide public and private companies with unparalleled executive tax advisory services by guiding each client in executing its business plan, with a fo ... (view full description)

Roy Schneiderman

Principal
Bard Consulting LLC

Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC.  Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers’ Retirement System, the California Public Employees’ Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund.  The firm has a significant practice related to land development and homebuilding.  Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA).

Jeffrey Schrumm

Director, Real Asset Solutions
SS&C Technologies

SS&C is the largest fund administrator globally ($1.52 trillion in AUA) and a leading provider of Real Estate Fund Administration Services, Loan Management Software and Property/Resort Management Software worldwide. Our RE clients have $300+ billion in assets under management accross 1,500 real estate companies managing over 250,000 tenants and 3.5 billion square feet of real estate.    Jeff has been with SS&C for 10 years and focuses on the development and deployment of fund administration services and associated technology.  Prior to joining SS&C, Jeff worked in the accounting and investment operations groups at BISYS Fund Services and State Street. Jeff earned BA d ... (view full description)

David Schwartz

Principal
Avance Capital

No biography specified

Scott Schwartz

Senior Managing Director, Head of R.E.
Marathon Asset Management

Mr. Scott Schwartz is a Senior Managing Director, Head of Commercial Real Estate, and a member of Marathon’s Executive Committee. Mr. Schwartz has extensive experience in commercial real estate originating loans, acquiring portfolios of performing and distressed assets, asset management and restructurings. Prior to joining Marathon in 2003, he served as President of Clarity Holdings, a national bank and a financial services holding company, from 1999 to 2003. He worked at Credit Suisse First Boston where his activities covered a wide range of asset classes including commercial real estate lending and the purchase and financing of performing and non-performing pools of commercial ... (view full description)

Andrew Schwartzman

Principal
FD Stonewater

As a Principal with FD Stonewater, Andrew is an investor who focuses on single and multi-tenant office and industrial strategies primarily in secondary and tertiary markets throughout the U.S.   FD Stonewater is a boutique real estate investment, development and advisory firm with national capabilities delivered through entrepreneurial and thoughtful leadership. The firm's principals have led the creation of six institutional real estate investment funds, acquiring over six million square feet of property with a value of more than $600 million both as principal and in conjunction with institutional partners. The development team has principally led the completion of over 1.5 mill ... (view full description)

Niraj Shah

Managing Director
Rockwood Capital, LLC

Mr. Shah, based in New York, has 19 years of experience in real estate spanning mergers, acquisitions, originations and capital markets.  Mr. Shah joined Rockwood in 2008 to lead the origination of structured investments for Rockwood, including preferred equity, mezzanine and credit investments.  In addition to these responsibilities, he is the Portfolio Manager for Rockwood Income and Credit Partners.  In this capacity, he has overall responsibility for the portfolio management initiatives, including fund composition and asset management activities.  Mr. Shah serves on Rockwood Income & Credit Strategies Investment Committee. Prior to joining Rockwood, he was a Vice Presiden ... (view full description)

Manish Shah

Principal
Two Kings Real Estate

Manish has served as principal and manager of numerous real estate assets including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes executing a turnaround of a publicly traded company, where he was responsible for business and real estate acquisitions & divestitures. He has executed private equity transactions for Morgan Stanley and has advised on numerous M&A and financing transactions for public and private companies while at Bear Stearns and Morgan Stanley. Manish graduated with honors from Harvard Law School, and graduated with honors and distinction in two majors from Yale University and is on the Board of Advisors for Yale' ... (view full description)

Max Sharkansky

Managing Partner
Trion Properties

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Sharkansky has led the acquisition, renovation, and disposition of over $60,000,000 in assets, yielding an average IRR in excess of 50%. Prior to cofounding Trion Properties, Sharkansky was a Senior Associate at Marcus & Millichap from 2002 through 2006. While at Marcus & Millichap, Sharkansky managed the sale of several million dollars in real estate throughout the continental United States, specifically in the multi-family arena, elevating him to one of the top-ranking brokers in the West Los Angel ... (view full description)

Carl Sheeler

Strategic Value Architect
REVAS - A Two Bears Company

Carl L. Sheeler, PhDNot just a valuation guru - a value creator Capitalist, hemp & eco-tourism farmer, U/HNW family advisor Real estate & private capital market advisor-entrepreneur Holistic approach to finance after 25+ years & +1,000 clients Thrice awarded private equity thought-leader for unique ideas Investment risk management, due diligence and matchmaker No "caca de vaca" approach.  USMC veteran who listens & acts. REVAS - A Two Bears CompanyHigher pro ... (view full description)

James Shevlin

Managing Director
CWCapital

Jim Shevlin joined CWCapital in May 2016 and is currently a Managing Director responsible for the oversight and strategic direction of the Real Estate Dispositions (REDS) team, RealINSIGHT, RealINSIGHT Marketplace, capital placement, surveillance and working with the acquisition team. From 2006 to 2016, he led the CMBS B-Piece program for American Capital including asset selection and removal. He managed over 1,000 specially serviced assets and consent requests, working with owners, brokers, appraisers, property condition surveyors and environmental firms to achieve positive outcomes for each asset. Over a 5-year period from 2011 to 2016, he successfully managed a portfolio of assets a ... (view full description)

Zach Shull

SVP - Hospitality Strategy & Investments
Colony Northstar

No biography specified

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

Raphael Sidelsky is a Managing Director in the Principal Investments area at C-III Capital Partners LLC in New York. Mr. Sidelsky focuses on the acquisition of non-performing loans, REO assets and investing in asset recapitalizations either directly or through joint ventures. C-III Capital Partners is a real estate investment firm engaged in a broad range of activities, including primary and special loan servicing, loan origination, and principal investments which is part of the firm’s investment management division. C-III Investment Management LLC, a wholly owned subsidiary of C-III Capital Partners, currently manages over $2 billion, including original contributed equity on behalf of insti ... (view full description)

Seth Singerman

President
Singerman Real Estate, LLC

Mr. Singerman is President of Singerman Real Estate ("SRE"). SRE is an investment firm that opportunistically invests on behalf of its funds in both debt and equity across all major asset classes including office, retail, hotel and multi-family, in addition to secondary real estate asset classes including student housing, senior housing and storage. SRE's discretionary fund seeks opportunistic returns for its institutional investors. Mr. Singerman has sourced direct investments in properties and performing and non-performing loans in excess of $1.5 billion. In addition to his direct real estate investment background, Mr. Singerman was a leading member in the initial cre ... (view full description)

Laurie Smith

Chief Investment Officer
Blue Vista Capital Management, LLC

No biography specified

Jordan Socaransky

Principal
Westport Capital Partners, LLC

Prior to joining Westport in 2006, Mr. Socaransky spent four years as an associate in the real estate group at Oaktree. His experience includes the acquisition, management and disposition of both property and debt investments. Prior to Oaktree, Mr. Socaransky was an Analyst in Salomon Smith Barney’s Global Real Estate and Lodging Investment Banking Group for two years, specializing in mergers, acquisitions and capital raising. Mr. Socaransky holds an Honors Business Administration Degree from the Richard Ivey School of Business at the University of Western Ontario, Canada.  At Westport, Mr. Socaransky is a Portfolio Manager and member of the Firm’s Investment Committee.  Mr. Socaransky’s are ... (view full description)

Josh Solomon

President
The DSF Group

As Head of DSF Groups investments, Mr. Solomon is in charge of the company’s acquisition and development activities. He also evaluates and negotiates new investment opportunities and manages the business plan of each investment asset. Since the DSF Group’s inception, he has been responsible for more than $2.6 billion in new investments. Prior to co–founding the DSF Group, Mr. Solomon served as a Vice President in the Partners Group of AEW Capital Management, where his group acquired commercial and multifamily properties throughout the Northeast and Mid–Atlantic United States. Mr. Solomon is very active in the real estate industry and within his community. He sits on numerou ... (view full description)

Walter Stackler

Managing Partner
Shelter Rock Capital Advisors LLC

Walter is the Managing Partner of Shelter Rock Capital Advisors, a capital raising and advisory firm focused on the institutional real estate investment and funds management industry.   Walter has over 22 years of real estate related experience, including 16 years focused on capital raising for funds and joint ventures sponsored by private investment firms, real estate operating companies and public REITs. Investors in these vehicles have included public and corporate pension funds, sovereign wealth funds, foundations, endowments, insurance companies, commercial banks, family offices and other institutional and accredited investors.  Prior to founding Shelter Rock, he was a Managing Director ... (view full description)

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Oliver Swan is managing partner and co-founder of Treesdale Real Estate Partners LLC, an opportunistic real estate investment firm specializing in alternative real estate investment strategies. Prior to co-founding Treesdale Real Estate Partners, Mr. Swan served as the chief investment officer of a New York-based student-housing owner/operator. Mr. Swan is a graduate of New York University's Stern School of Business. 

Jenny Swayne

Strategic Account Director
Juniper Square

Jenny Swayne is a Strategic Account Director at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Jenny was Vice President of Business Development at Ten-X, an online marketplace for buyers and sellers of both Commercial and Residential real estate. There she developed many institutional relationships with Private Equity funds, REITS, Banks, and Investment Management companies. Previously, Jenny spent almost 8 years in Investment Banking at Credit Suisse in the CMBS group in roles ranging from originations to asset management and workouts. She also spent some time at Ranieri Par ... (view full description)

Dana Tsakanikas

EVP
STONEHILL

As Executive Vice President for Stonehill Strategic Capital, Dana works closely with Mat Crosswy to implement Stonehill’s strategic vision. Dana is responsible for managing the structuring and execution of Stonehill’s investments. Dana has over 25 years of commercial real estate private equity, structured finance, development, and operations experience.   Before joining Stonehill, Dana was a Senior Vice President within the Investment Group at Rockbridge, a commercial real estate private equity firm that makes debt and equity investments in value-added hotel transactions. Prior to joining Rockbridge, he held various positions with Hanover Financial and Heller International. Dana ... (view full description)

Scott Vetri

Partner, New York Co-Chair
Katten Muchin Rosenman

Scott M. Vetri concentrates his practice in commercial real estate law. Mr. Vetri represents lenders, owners, operators and managers of office, hotel, multi-family and industrial real estate. Such matters include representing institutional and closely held clients in sophisticated commercial real estate transactions including financings, acquisitions and dispositions of assets and equity interests, joint ventures, fund formations, leasing and development. Prior to joining the firm, Mr. Vetri served as Chief Legal Officer of Ark Investment Partners LP/Ark Real Estate Partners LP/Willow Advisors LLC, an international and institutionally capitalized real estate fund and property management c ... (view full description)

Brian Waldman

SVP
Peachtree Hotel Group

Brian is the Senior Vice President of Investments of Peachtree Hotel Group and brings more than 15 years of hospitality experience. Brian leads the company’s hotel real estate investment and asset management programs.   Prior to joining Peachtree, Brian was formerly Managing Director and Head of Capital Markets for Beacon Hospitality Partners where he was responsible for executing capital markets assignments and other advisory assignments with an aggregate asset value exceeding $8 billion. Prior to Beacon, Brian served as Senior Vice President of DTZ Hospitality Group, Vice President of The Mumford Company and held positions at prestigious groups including InterContinental Hotels Grou ... (view full description)

Ronald Walker

Partner
CohnReznick LLP

No biography specified

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Tim Wang is a Managing Director and the Head of Investment Research at Clarion Partners. He helps manage the firm’s $45 billion of commercial real estate investments, and leads the Research group in supporting the development of investment strategy and advising on portfolio strategy through proprietary analytics and econometric forecasting. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee. He is a frequent guest speaker at real estate investment conferences, has published numerous real estate research articles, and has co-authored five real estate strategy books, including Active Private Equity Real Estate Strategy (2009), Guide to U.S. Real Estate Investi ... (view full description)

Kenneth Weissenberg

Partner
EisnerAmper LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years. Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He ser ... (view full description)

Sondra Wenger

Managing Director
CIM Group

No biography specified

Scott Whittle

Director, Finance
Rubenstein Partners

Rubenstein Partners is a fully integrated real estate investment firm providing first-class investment services, as a Registered Investment Advisor, in office markets throughout the Eastern United States.   Scott is responsible for debt capital markets across the platform, working with lending institutions and similar capital providers, procuring new debt at both the property and fund level and managing debt across the portfolio in each fund.  Scott joined Rubenstein Partners in 2015.   Prior to joining Rubenstein Partners, Scott worked at KTR Capital Partners, a private equity firm focused on industrial real estate, where he was responsible for debt ... (view full description)

Thomas Wiese

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $88 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)

Marcus Wignell

Managing Director
Amherst Capital Management

Marcus Wignell is a member of the Executive Committee at Amherst Capital Management and has 15 years of private equity, real estate and infrastructure experience. Marcus joined Amherst Capital from Deutsche Bank where he spent 8 years in a variety of roles within RREEF, most recently as Global Head of Product Development. In this role, Marcus worked globally on Real Estate, Infrastructure and Private Equity fund and SMA development and capital raising. Post crisis he led, amongst other things, the development of RREEF’s strategy to access U.S. Defined Contribution capital and created the internal business and product structure, portfolio team, asset allocation, hiring of distr ... (view full description)

Brad Williamson

Senior Director
Berkadia

No biography specified

Christopher Winnen

Managing Principal, Real Estate Equity
Allstate Investments

No biography specified

Dominic Zamora

Principal
CliftonLarsonAllen LLP

Unlike many adviosrs, Dominic began his journey as a tax lawyer with the Internal Revenue Service where he dealt with many issues pertaining to capital markets, valuation of companies and real estate.  Following that start, Dominic has continuously served clients of CliftonLarsonAllen in many capacities but mostly in helping them build their wealth in a tax efficient and asset protected manner.  His extensive experience brings a well-rounded approach to clients he serves. 

Julie Ziccardi

Managing Director
Advalurem Group

Ms. Ziccardi serves as Managing Director of Advalurem Group with the primary responsibility for overseeing asset management and portfolio management. Ms. Ziccardi provides oversight of Advalurem’s investments, developing and executing on the business plan of each property, and manages partner relationships. She also manages investor reporting and is a member of the Investment Committee. Ms. Ziccardi served on the management team at Candlebrook Properties, a real estate operating company based in New York. There she oversaw a $700 million portfolio of multifamily investments throughout the Northeast. At Candlebrook she was responsible for developing and executing property r ... (view full description)

Michael Zysman

Managing Principal
City Bay Capital LLC

Michael Zysman is the Managing Principal of City Bay Capital LLC and has more than 18 years of commercial real estate experience.  Mr. Zysman has been involved in over 120 closed transactions, totaling over $1.8 billion across most asset classes and product types.  He has built a reputation on being able to quickly navigate and execute complex transactions.  Prior to forming City Bay Capital LLC, Mr. Zysman was a Director at Arbor Realty Trust, where he was responsible for originating bridge and stabilized loans. Prior to this, Mr. Zysman was a leading underwriter responsible for executing Arbor's most difficult transactions and training its underwriting team. Prior t ... (view full description)
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*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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