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Konstantinos Armiros

Arnstein & Lehr LLP

Mr. Konstantinos (Dino) Armiros is a Partner in the firms Creditors Rights & Restructuring Group. In that capacity, he has represented lenders and borrowers in complex work-outs of significant credits. Typically, such negotiations result in a restructuring of the credit by the mechanism of a forbearance agreement; negotiating and drafting forbearance agreements have become something of Dinos stock-in-trade in these matters. In addition to commercial lenders and borrowers, Dino has also represented other constituents in distress situations, including asset purchasers, trade creditors and contractors. He provides leadership in running distress transactions, calling on the various specialti ... (view full description)

Jeff Azuse

Senior Vice President
Hilco Real Estate

Jeff joined Hilco in 2012 and leads business development efforts and operations (project management) related to real estate disposition, brokerage and auctions. Jeff and his team craft both the strategy and execution of property sales, which is inclusive of new client relations, targeted marketing (both implementation and reporting), website marketplace management, buyer interaction, event management, and facilitation of transaction closings. Over his 20-year career, Jeff has sold a vast portfolio of properties across all asset types, including both residential and commercial real estate: hotels, golf cou ... (view full description)

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

John Bailey

Prism Hotels & Resorts

As Prisms CFO, John leads the financial management functions of the management and investment business, including risk management, legal, receivership administration, and supports the new business development team. John has served as a court appointed chief restructuring officer for high profile bankruptcies. John also chairs Prisms investment committee. Previously, John served as Senior Vice President/Chief Accounting Officer for ClubCorp, Inc. and was responsible for the accounting, financial planning and analysis, and human resources functions for the worlds largest owner/operator of private golf and business clubs, with over 170 locations in the US and abroad.At H ... (view full description)

Daniel Beider

Chairman & Senior Managing Director

Daniel Beider is the Chairman and Senior Managing Director of Paramount Lodging Advisors. Mr. Beider is located in our Chicago office as a broker facilitating hotel asset and land transactions worldwide. Mr. Beider received his BA from DePaul University in Chicago, Illinois. Prior to founding Paramount Lodging Advisors, Mr. Beider was the founding member and Managing Director of NAI Global Hotels, which transacted more than $400,000,000 in it's first 18 months of business. He was recognized by NAI with the Fitzpatrick award for utilizing the NAI system and the Global Vision award during his tenure, and was a consistent top performer and multiple member of the Gold Club, which recognized c ... (view full description)

Gilbert Blomgren

Founding Partner
Blomgren & Bobka Co., L.P.A.

Curriculum Vitae GILBERT E. BLOMGREN Attorney at Law Blomgren & Bobka Co, L.P.A. 1370 Ontario St., Suite 600 Cleveland, Ohio 44113 (216) 622-1234 In 2008, Gilbert E. Blomgren formed Blomgren & Bobka Co., L.P.A. with Todd A. Bobka. Mr. Blomgren recognized a need for a law firm that delivers the results of a large firm and the client attention of a boutique firm. Blomgren & Bobka Co., L.P.A. is that firm. Mr. Blomgren’s twin passions are client results and client satisfaction. He has experience with all aspects of distressed commercial real estate, including workouts, foreclosures, receivership actions and issues related to REO. ... (view full description)

Timothy Buss

Senior Vice President
First Financial Network

Tim Buss is responsible for business development and creating client focused solutions as well as assisting in the marketing of specific loans secured by commercial real estate. Mr. Buss brings over 25 years of experience in commercial real estate lending, loan workouts and commercial real estate property management and brokerage. He started his professional career as an assistant bank examiner with the FDIC and spent 12 years with two large national banking organizations (Boatmen's Bank/NationsBank and Lehman Brothers). He also spent 13 years with two national commercial real estate firms (Trammell Crow Company and NAI) and has extensive experience in many facets of the commercial real e ... (view full description)

Jorge Carvallo

Vice President
Banesco USA

Jorge Carvallo started his bankkng career in 1969 with Chemical Bank, New York, where he completed the Senior Managment Training Program. In 1978, he moved to South Florida where he has held executive positions with several local community banks including Royal Trust Bank, TotalBank, County National Bank and The Trust Bank (as President and CEO). He joined Security Bank, N.A.(SBNA) four years ago as Executive Vice-President and Chief Credit Officer. Banesco USA acquired SBNA in May, 2012 and operates a as a midsized community bank in South Florida with offices in San Juan, Puerto Rico. His experience has been mainly in the problem asset/loan work out areas as well as in international and com ... (view full description)

Tim Clancy

Asset Advisory Corp.

Timothy Clancy is a consultant for Urban Partnership Bank. Urban Partnership is a $1.2 billion bank headquartered in Chicago IL, with branches in Cleveland, OH and Detroit, MI. Urban Partnership is the third largest CDFI in the United States. Tim has 12 years of experience as a banker and 9 years of experience as a trial attorney. Tim has managed a workout group of professionals which managed $1.2 billion of workout assets. Tim has earned his MBA in finance from Indiana University Bloomington, his JD from Brooklyn Law School and his BA in History from The Kings College in NY, NY.

Jeffrey Close

Chapman and Cutler LLP

Jeff Close is a partner in the Special Litigation, Bankruptcy, and Workout Group at Chapman and Cutler LLP, a national leader in representing market participants in all aspects of banking, corporate finance and securities and public finance. He is a seasoned litigator, having represented lenders, utilities, and international manufacturers in jurisdictions throughout the United States. Mr. Close has experience helping creditors maximize recovery from distressed or defaulted credit facilities in and out of bankruptcy and in related adversary proceedings. Mr. Close represented indenture trustees and noteholders (aircraft creditors) in the United and Delta bankruptcies, with a significant role i ... (view full description)

John Dixon

Founder/Chief Executive Officer
John Dixon & Associates, Inc.

John has been in the auction business exclusively for 34 years and has conducted auctions of numerous types of real and personal property. He is presently a trustee for the Education Institute and past president of the Georgia Auctioneers Association, served on the National Auctioneers Association Board of Directors and on the Auction Marketing Institute board, and has written numerous articles for The Auctioneer and several real estate publications. His company, John Dixon & Associates, is based in Marietta, Georgia. JDA conducts auctions in the Southeast and Southwest and has plans to expand the company throughout the nation. EDUCATION Oglethorpe University, bachelor of arts i ... (view full description)

Dr. Mark Dotzour

Real Estate Economist
College Station, Texas

Dr. Mark G. Dotzour (pronounced Dot sir) is the Chief Economist and Director of Research for the Real Estate Center at Texas A&M University in College Station, Texas. He earned his Ph.D. in the Department of Finance at the University of Texas at Austin in 1987 and served as Associate Professor of Real Estate and Finance at Wichita State University for 10 years. As Chief Economist, he is currently doing market research to monitor how global and national trends are likely to impact residential and commercial real estate markets.Prior to his academic career, he was president of Gleneagles Development, Inc., developing residential subdivisions in Wichita, Kansas. He also served a ... (view full description)

Daniel Drew

Cantor Fitzgerald

Daniel Drew is a Director in the Whole Loan Sales and Trading Group at Cantor Fitzgerald. Mr. Drew has 18 years of real estate experience that includes whole loan trading, lending, as well as structuring and placement of equity and subordinate loans for all types of commercial real estate. At Cantor, his responsibilities include managing Cantor’s relationships with buyers and sellers of commercial real estate whole loans. He contributes to trade execution, loan valuations, and advisory on whole loan disposition strategies. Mr. Drew’s experience prior to Cantor Fitzgerald includes five years at Deutsche Bank Berkshire Mortgage (now Berkeley Point Capital) and four years at the Carlton Group, ... (view full description)

Brian Duggan

Guardian Capital

Guardian is a vertically integrated real estate investment and operating platform with nationwide acquisitions, management, servicing and brokerage capabilities. Brian Duggan is responsible for overall execution of fund strategy, with particular emphasis on financing, operations, and investor relations. Mr. Duggan brings Guardian almost two decades of experience in entrepreneurship, real estate, finance and investments having acquired, developed, managed and disposed of more than $1 billion in real estate across all asset classes. He was previously a Principal at the Harlem Irving Companies and also worked with Mesirow Financial Real Estate, Ernst & Young Corporate Finance, and UBS Paine ... (view full description)

Pamela Farwig

Deputy Director

Ms. Farwig joined the Federal Deposit Insurance Corporation (FDIC) Division of Supervision and Consumer Protection in 1988 as a bank examiner in the Kansas City Region. She was subsequently promoted to Case Manager in the New York Regional Office in 1996. In 1999, Ms. Farwig was promoted to Assistant Regional Director for the Kansas City Region. On October 15, 2006, Ms. Farwig was appointed Associate Director for the Franchise and Asset Marketing Branch for the Division of Resolutions and Receiverships, Dallas, Texas. On December 31, 2010, Ms. Farwig was appointed Deputy Director for the Franchise and Asset Marketing for the Division of Resolutions and Receiverships in Washington, D ... (view full description)

Michael Fine

Fine & Company

Michael Fine is known for his experience in marketing more categories of real estate at auction… in more states and countries than possibly any other individual. Fine, has personally participated in real estate auction programs for a spectacular array of companies including Pritzker Realty, Hartz Mountain Industries, Alcoa, Intrawest, American Skiing Company and financial institutions including The Northern Trust Company, Wells Fargo, Citicorp, Bank of America-LaSalle and many others. He has represented private sellers from first time home sellers to retired chairmen of Fortune 50 corporations. Through structured accelerated marketing campaigns, Mr. Fine focuses on achieving quality resul ... (view full description)

David Fischer

Edwards Wildman Palmer LLP

David Fischer is a partner and Chair of the Restructuring and Insolvency Department of Edwards Wildman. With nearly 35 years of experience focused on the interplay of corporate finance and bankruptcy law, David has a reputation of being a skilled strategist who is highly regarded for structuring innovative business deals and workouts. He is experienced in handling financings, workouts, restructuring, foreclosures and Chapter 11 liquidation from virtually every constituent's perspective. Over the past five years David has represented debtors, mortgage note buyers and lenders in many complicated real estate situations. A trusted adviser, he often has the ability to find the missing piece of th ... (view full description)

David Frances

Executive Vice President - Chief Workout Officer
Armed Forces Bank

EMPLOYMENT HISTORYDICKINSON FINANCIAL CORPORATIONOct. '09 – Present Armed Forces Bank – Kansas City, MOChief Workout Officer / Executive Vice PresidentRecruited to join a $5B+ bank with criticized, classified and OREO (Other Real Estate Owned) asset concentrations in Missouri, Kansas, Colorado, Arizona, California, and Florida. Primary responsibilities include leading the Commercial Special Assets and OREO Teams for the following Dickinson Financial Corporation affiliate banks: Armed Forces Bank, Armed Forces Bank of California, Academy Bank (Colorado and in-store), Southern Commerce Bank (Florida) and SunBank (Arizona). Consistent with ... (view full description)

Chris Friis

First Secure Bank and Trust

Chris Friis is the Chief Credit Officer at HomeStar Bank and Financial Services, a community bank in Chicago's south suburbs. He holds an MBA from Lewis University and a BS from Illinois State. He also holds CPA and CIA designations. He has over 20 years of lending experience.

Steven 'Sonny' Ginsberg

Ginsberg Jacobs LLC

Steven “Sonny” F. Ginsberg has more than twenty years of experience in real estate and finance law, assisting clients from both the lending and development side. He works with financial institutions and national funds to develop lending forms and guidelines, and has vast knowledge in structuring complex debt and equity vehicles. Sonny also assists owner and operator clients in the acquisition, zoning, development, leasing and financing of commercial real estate, with a particular emphasis in hospitality and telecommunications. He is a founding member of Ginsberg Jacobs LLC, a Chicago-based boutique transactional firm that provides a full range of financial related services to banks, insu ... (view full description)

Ari Golson

The Wolcott Group LLC

Ari Golson is a principal and founding member of The Wolcott Group LLC, a Chicago based commercial real estate investment company. Wolcott primarily acquires value-add investments including distressed real estate loans. Ari is a manager of Wolcott’s real estate investment funds, and is responsible for identifying and negotiating its investment opportunities. In the last two years, Wolcott has purchased more than $275,000,000 of non-performing commercial real estate loans in the Midwest secured by a variety of property types, including multi-family residential, retail, mixed use, manufactured housing, residential developments, and land. Additionally, Wolcott and its affiliates own and operate ... (view full description)

Dave Gottlieb

VP-Asset Manager-Real Estate Dispositions
MB Financial Bank

David M. Gottlieb, Vice President and Asset Manager in Real Estate Dispositions at MB Financial Bank, has over 20 years of real estate brokerage and law experience. He is responsible for managing and marketing a broad range of assets including multi-family, retail, industrial, mixed-use, self-storage, office, condo, single family homes and land.Before joining MB in 2010, David enjoyed a successful dual career as an attorney specializing in real estate and corporate law and as president of his own investment real estate brokerage firm. He is a licensed real estate broker and licensed attorney in Illinois with special expertise in valuations, marketing, due diligence, contract revi ... (view full description)

Terri Gumula

Vice President
Citi Community Capital

Ms. Gumula is an accomplished real estate professional with comprehensive experience in all aspects of commercial properties including loan workouts, acquisitions, financing, receiverships and asset management. Her experience includes office, industrial, retail, multi-family, affordable housing, hotel, medical office, telecommunications facilities, etc. She is currently with Citigroup's Citi Community Capital division where she is responsible for loan workouts and dispositions of mostly affordable housing within the firm's CRA mandate. Prior to that she was with Real Estate Capital Partners where she acquired over 2 million square feet of institutional quality US real estate on behalf of f ... (view full description)

Tom Hanley

Tranzon LLC

Tom Hanley, president, became a full-time real estate auctioneer in 1988 and has worked continually at the craft. At Texas Auction Academy, he served as the instructor of real estate auctioneering and technology for six years.Throughout his career, Mr. Hanley has listed and auctioned over one-half of a billion dollars of real estate properties. His clients include major lenders, CMBS special servicers, bankruptcy trustees and attorneys, court appointed receivers, REIT's, Fortune 500 corporations, investment funds, trusts, governmental agencies and individuals.He served on the National Auctioneers Association's Real Estate Council and has published several articles ... (view full description)

Kirsten Helma

Chief Operating Officer, Senior Vice President
SVN Crossroads Management LLC

Kirsten has administered the servicing, credit and workout of over $2B in commercial real estate, primarily construction and value-add projects, in her 15+ year banking/financial services career. She has also developed specialized servicing platforms, departments, and polies and procedures as business needs warranted. In her most recent role as Vice President, Manager of Real Estate Dispositions for MB Financial Bank, Ms. Helma directed the day-to-day operations (sales, property and construction management and leasing of more than $350MM of real estate) of the bank's Other Real Estate portfolio, which consisted of residential and commercial land development, multi-family, fractured condomini ... (view full description)

Timothy Howard

Attorney and Advisor
Howard & Howard Attorneys PLLC

Mr. Howard concentrates his practice in business, commercial, real estate and trust litigation, and bankruptcy law. He is admitted to practice in the states of Illinois and Michigan as well as the United States District Court for the Northern, Central and Southern Districts of Illinois, the United States Court of Appeals for the Seventh Circuit and the United States Supreme Court. Mr. Howard graduated with an A.B. in History from Princeton University in 1972. After teaching high school for one year, he attended the University of Notre Dame Law School, receiving his J.D. in 1976. He has been named to Illinois Super Lawyers® from 2007 to 2012. Mr. Howard is a member of the American Ba ... (view full description)

Matthew Howe

VP Commercial Banking
Old Second National Bank

Vice President, Commercial Banking - Manage and originate commercial banking and commercial real estate loans for Old Second National Bank. Prior to joining Old Second, Matt managed the Special Assets department at Lakeside Bank from June 2014 through October 2018. His background also includes five years with US Bank's Special Assets Group in Oak Park, participating in restructures / forbearances / resolutions of over 60 loan relationships in aggregate credit exposure (ACE) in excess of $46,000,000. Matt has a total of 18 years experience in the financial services industry with 10 years of workout/special asset related experience. He has a Bachelor's of Science (BS) and Masters of Business A ... (view full description)

Marc Insul

President & COO
Commercial Asset Preservation, LLC

Marc Insul is the Co-Founder, President and Chief Operating Officer for Commercial Asset Preservation, LLC (CAP). Marc is an entrepreneur who conceptualized CAP's unique business model, as the only national company focused on the handling of maintenance and inspections at vacant commercial buildings. CAP handles all sizes and types of commercial properties (retail, office, hospitality, warehouse and industrial) across the US and Canada which are either heavily vacated or fully abandoned, and require maintenance and inspection services. The performance of CAP's services help protect properties so that they retain value and do not further deteriorate, become vandalized, or receive a citation f ... (view full description)

Salman Khan

Managing Principal
Stabilis Capital Management, LP

Mr. Khan is the founder and managing principal of Stabilis Capital Management, LP, an SEC registered investment adviser. Since 2010, Stabilis has raised in excess of $1.2 Billion. Prior to Stabilis, Mr. Khan spent 12 years at Goldman Sachs, with the last 7 years as a business unit leader. While at Goldman Sachs, he started and ran the Latin American distressed loan acquisition business in small commercial and industrial loans, single family mortgage loans and other consumer loans from 1997-2001. Mr. Khan then started and ran the US small and middle market loan acquisition business (same business as Stabilis) for Goldman Sachs from 2001-2004. Following Goldman Sachs, Mr. Khan crea ... (view full description)

Jonathan Kohan

Managing Director
Doral Bank

Jonathan B Kohan is a member of the Doral Bank Commercial Real Estate Finance team located in New York City where he focuses on asset management, servicing and workouts for a portfolio of distressed balance sheet assets. He also originates commercial real estate mortgage loans throughout the Banks platform primarily in the transitional and construction spaces.Prior to joining Doral, he worked in capital markets positions in commercial real estate structured finance at Capmark Financial, Wachovia Securities, Bank of America, GE Capital and Smith Barney Mortgage Capital. For over twenty years, Mr. Kohan has been representing clients in the areas of commercial real estate finance ... (view full description)

Dan Konwent

Loan Workout and Collection Manager
HomeStar Bank and Financial Services

Dan currently manages the special assets division of HomeStar Bank and Financial Services, a community bank in the south suburbs of Chicago. Prior to settling in the community-banking atmosphere at HomeStar (typical loan size less than $5 million), Dan maintained similar roles at regional and national banks ranging in size from $10 billion to $150 billion in asset size. His current focus is to mitigate losses on residential and commercial real estate loans from the day they become classified through the sale of the OREO asset. This includes loan restructuring, OREO sales, obtaining legal possession of properties, and appropriately accounting for reserves on classified assets. BBA Fina ... (view full description)

Mark Kosminskas

Senior Vice President
MB Financial Bank

Kenneth Krejca

(ex) C-III Asset Management, LLC

Mr. Krejca is a former Director of C-III Asset Management where until September 2013 he was an asset manager and led the Chicago office within C-III’s Special Servicing division. C-III Asset Management is one of the largest CMBS Special Servicers in the United States. Prior to C-III, Mr. Krejca held a similar position within JER Partner’s Special Servicing division, and was previously responsible for sourcing, underwriting and asset management of JER’s investments in subordinate "B-piece" CMBS. Mr. Krejca joined JER in 2004 after thirteen years at Bank One and its predecessor First Chicago. During his tenure at First Chicago, Mr. Krejca initially worked as an Asset Manager resp ... (view full description)

Jason Kuwayama

Godfrey & Kahn, S.C.

Richard Levine

Managing Director

Mr. Levine's chief role is business development and management of the expansion of the Guardian Platform in the Eastern US. Mr. Levine also assists with asset trading and banking relationships and heads up strategic initiatives. Mr. Levine began his career in condominium development and construction in Atlanta, Georgia. Subsequently, Mr. Levine joined Atlanta based Mortgage Banker IRE Capital as a Transaction Manager. He was a founding member of CREFunding and its successor BridgePointe Advisors and has originated and managed loan production in excess of $600 million since 2004. Mr. Levine has extensive knowledge and experience in evaluating and analyzing various types of real estate and s ... (view full description)

Hernan Magariños

Managing Director
Guardian Investment Banking

Kevin Miller

Managing Director
Cohen Financial

Christopher Moench

Founder & CEO
Directed Capital

Mr. Moench is the founder of Directed Capital and serves as the Chief Executive Officer.  His responsibilities include strategic oversight of the company’s operations: Asset Acquisition, Asset Management, Capital Formation and Administration.   He has over 25 years of experience in mortgage acquisitions and workouts, and real estate development and investing.  He has extensive contacts in the secondary market for commercial real estate loans, the investment banking community, and the commercial real estate industry.  He brings proven leadership to the Directed Capital team developed through his many years of industry specific experience.  Mr. Moench currently serves as Vice Chair of Fourth S ... (view full description)

Priscilla Moench

Vice President-Business Services Credit Review
Regions Bank

Priscilla Moench joined Regions Financial in Credit Review June 2012 with primary responsibility for the Problem Asset Management portfolio. Beginning her career with the OCC she has worked with Loan Review, Problem Asset Management and FDIC Loss Share agreements in Regional and Community Banks as well as a consultant to Community Banks from Miami to Washington, DC for loan review and due diligence/acquisition work. Ms. Moench has also been a Commercial Real Estate lender, Work-out officer and Special Assets Credit Administrator approving work-out plans and OREO sales.

George O'Neil, III

Managing Director
CW Financial Services LLC

George T. O'Neil, III Mr. O’Neil serves as a Managing Director and corporate risk manager of CW Financial Services, a unique, vertically integrated commercial real estate finance and investment management company where his duties include managing all subsidiary and affiliate risk and associated insurance activities. In addition, Mr. O’Neil is President of ConvergentRisk, a specialty risk management and insurance services firm that provides related services to commercial real estate, CMBS, GSE and related platforms. Mr. O’Neil has over 25 years of experience managing a broad range of commercial risk and insurance businesses to include executive leadership roles in commercial underwri ... (view full description)

Rick Page

Senior Vice President-OREO
U.S. Bank

Rick Page, located in Chicago, is the Group Head of US Bank’s National OREO Team and is responsible for the foreclosed commercial real estate portfolio (Other Real Estate Owned). He has a team of 45 real estate and banking professionals located in 7 offices across the country performing internal consulting, asset management and property disposition roles. Rick over 27 years of experience in real estate including senior corporate management, business development, consulting, corporate real estate advisory and real estate brokerage services, workout and now bank owned real estate.He has worked for IBM, LaSalle Partners, Jones Lang LaSalle, Opus Corporation, GVA Williams,FBOP Corporation prior ... (view full description)

Diana Peterson

SVN AuctionWorks

Diana Peterson, President of SVN AuctionWorks, has more than 19 years of experience in law and real estate. Prior to co-founding, building and running SVN AuctionWorks, an independently owned and operated franchise of Sperry Van Ness, LLC, Peterson served as Executive Vice President for Auctions by ATG, a company she built and ran for Attorney's Title Guaranty Fund.   Peterson is known for her exceptional negotiation and legal skills, honed during years of practice as an attorney. Prior to starting her first real estate brokerage company in 2000 ( PMD Realty, LLC),  Peterson worked for U.S. Equities Realty and Jones Lang LaSalle and practiced law with Chicago law firms D'Ancona & ... (view full description)

Jim Pike

KEY Asset Services / Key Auctioneers

Jim Pike is renowned among special asset departments across the Midwest for the level of service and problem-solving skills he brings to special asset issues. Jim’s focus on service stems from his extensive experience in the hospitality industry where opened, managed or partnered in over 200 hospitality ventures. Jim entered the auction industry ten years ago. He believed the special assets industry was not being well-served at the time. He met with special asset leaders throughout the Midwest to learn how Key could better serve them. As a result of those discussions, Jim determined special asset departments no longer had the human resources to inspect properties and perform the hands on ... (view full description)

Brian Pollack

Vice President - Global Restructuring Group
RBS Citizens

Brian Pollack is a Vice President in the Global Restructuring Group at RBS Citizens. In this capacity, Mr. Pollack is responsible for restructuring or working out a portfolio of troubled commercial real estate loans in all asset classes. Mr. Pollack has over 15 years of professional experience primarily in commercial real estate including workouts, origination, underwriting, and portfolio management. Mr. Pollack holds an MBA in Finance from the Columbia Business School in New York and a BS in Mechanical Engineering from the University of Illinois.

Keara Roethke

Senior Counsel and Vice President
BMO Financial Group

Keara K. Roethke is an experienced member of the firm’s litigation group. She focuses her practice in representation of financial institutions and creditors in complex commercial litigation and enforcement matters. Keara is also skilled in representing corporations with an emphasis on shareholder disputes, breach of contract actions, director/officer liability and fiduciary actions, labor conflicts, as well as defending and prosecuting business torts. She has successfully advocated on behalf of her clients in numerous arbitration proceedings across the country, before the Financial Industry Regulatory Authority (FINRA) and the American Arbitration Association (AAA). Additionally, Keara ... (view full description)

Daniel Rubin

Howard & Howard Attorneys PLLC

Mr. Rubins primary expertise is representing secured lenders in workouts and litigation. He also concentrates his practice on business and financial reorganizations, commercial and real estate litigation, and secured lending and insolvency litigation.

Mr. Rubin is a graduate of Northwestern (M.S. and B.S., 1999) and Loyola University Chicago School of Law (J.D., 2007).

Mr. Rubin is a member of the Illinois Bar Association and the American Bar Association. He was recognized as an Illinois Rising Star from 2011-2013.

Randy Schwarzman

SVP, Special Assets
Fifth Third Bank

Randy Schwarzman is a Senior Vice President of Special Assets at Fifth Third Bank. He has more than 30 years of experience, including debt, equity, acquisitions, dispositions, asset/portfolio management, restructuring and workouts for all asset classes.

Bina Shetty

Senior Advisor

Jane Shifrin

VP, Special Assets / Commercial Lending
Bridgeview Bank

Ms. Shifrin joined Bridgeview Bank Group as Vice President in 2010. She is responsible for the strategic management, restructure and disposition of various special assets within the bank's portfolio. Prior to Bridgeview Bank Group, Ms. Shifrin was a Managing Director with The PrivateBank and Trust Co., where, from 1997 until 2009, she developed and managed a profitable commercial real estate portfolio. In 2009, while still at PrivateBank, Ms. Shifrin stepped into a new role within a newly formed Special Assets Group. During that time, she utilized her skills and experience to successfully formulate and execute numerous exit strategies for a variety of troubled and non-performing CRE-rel ... (view full description)

Daniel Shorr

SMS Financial, LLC

Mr. Shorr joined SMS Financial in April of 2004. As a Partner of the firm, Mr. Shorr is responsible for achieving and sustaining the growth strategy for SMS. His directive includes oversight of all business development, underwriting analysis, portfolio metrics and profitability projections, as well as leading and managing the acquisitions team. During Mr. Shorr's tenure managing the growth strategy of SMS, he has successfully assisted in closing acquisitions of over $1.3 Billion in debt obligations spanning across all commercial asset classes. Mr. Shorr also has extensive experience in litigation oversight, foreclosure management, settlement negotiations and real estate liquidation. He holds ... (view full description)

Dev Strischek

SVP & Senior Credit Policy Officer
SunTrust Bank

As senior credit policy officer, Dev is responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, and private wealth management client services. He also spent three years as credit administrator and managing director of credit risk management in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach market. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction com ... (view full description)

Stephen Taglione

Vice President and Senior Sales Manager
Fifth Third Bank

Stephen Taglione is Vice President and Senior Sales Manager for the Fifth Third Bank directing the sale of OREO and distressed notes for the South region (Tennessee to Florida). During his 5 year tenure with the Bank he has directly closed or supervised the closing of over $500 million in distressed assets. Steve has nearly 12 years of banking experience in addition to 20 years of experience in real estate building, development, management and brokerage.

Susan Tjarksen

Multifamily Capital Markets
Cushman & Wakefield

With 25 years of proven real estate experience, Susan Tjarksen has worked on a national level for private and public financial institutions and investors. She has acted as a receiver for residential, hotel, mixed-use and office real estate assets totaling over $500M and has handled foreclosure work totaling over $750M for banking and private capital clients. She is well versed in operating and managing businesses and real estate in receiverships and bankruptcy. During the course of her career, Susan has planned, built, designed, financed and delivered projects totaling over $1.5B in revenue. Working with private clients and institutional firms, she has successfully zoned, built a ... (view full description)

Josh Ufberg

Atalaya Capital Management LP

Josh Ufberg is responsible for sourcing and executing investments across the investment platform, with a focus on the opportunistic purchase of loans and assets within the private corporate and real estate markets. He has also played an integral role in developing servicing partnerships and executing complex primary and secondary transactions spanning various asset classes and geographies. Prior to joining Atalaya, Josh was a Vice President at Goldman Sachs, where he was a member of the Americas Special Situations Group, a multi-asset class business which invested Goldman’s capital in both the public markets and private transactions in distressed and special situations. Prior to joining Gold ... (view full description)

Edward Weil


Edward S. Weil serves as a member of Dykema's Executive Board and is a member and immediate past Director of the Firm's Financial Industry Group, which brings together over 140 Dykema lawyers who represent financial services firms in various litigation, transactional, regulatory/compliance and restructuring capacities. In his general commercial litigation practice, Mr. Weil represents companies in industries ranging from telecommunications, food technology solutions, airport technology, real estate developers, home security and home furnishing manufacturers, hospitality firms, and business services providers. Mr. Weil litigates a wide variety of commercial matters, including fraud, business ... (view full description)

Mark Weiss

Mark B. Weiss Real Estate LLC

For over 30 years Mark B Weiss, CCIM has been the leader in Chicago working with Banks and lenders recover financially from distressed assets and bad loans. Mr. Weiss and his team provide man on the ground assignments by starting with the inspection and complete understanding of both the physical improvements and problems due to deferred maintenance and code violation, to the impact of health and safety issues to the residents the possibie nature of the residents, while collecting rent paying bills and disposing of the physical property to provide liquidity back to the lender, using conventional sales and leasing methods to real estate sealed bid and public auctions. The property types in ... (view full description)

Timothy Yentsch

Independence Bank

16 years at Independence Bank as VP Portfolio Management and Recovery Responsible for loan review function, SBA liaison, resolution of SBA guaranty purchase issues, workouts and asset recovery cases (up to 7MM) for a lender with a portfolio of  “high-touch” SBA/USDA loans and small $150K SBA credit scored loans throughout the US. Developed entire loan review system including policy, loan review templates and computerized loan review, bankruptcy, and guaranty 1purchase  tracking systems. Presenter for Coleman Services webinars on SBA loan liquidations and guarantor settlements. Previously employed as liquidation and loan underwriting specialist for SBA for 32 years in New York, Long Island an ... (view full description)

Jonathan Young

Edwards Wildman Palmer LLP

Jonathan Young is a partner in the Restructuring and Insolvency Department of Edwards Wildman. He is equally adept in the litigation, transactional and counseling aspects of his practice, and regularly appears on behalf of his clients in federal, state, and bankruptcy courts throughout the country. He has developed a particular expertise representing trustees, receivers and other fiduciariesboth inside and outside bankruptcy court. Over the past two years, he has advised and represented the receiver in three separate hotel caseshandling a variety of financial reporting and franchise disputes arising in those matters. Inside bankruptcy court, he has advised and represented both lenders and bo ... (view full description)

Bridget Ziegler

Vice President, Director Asset Disposition
Fifth Third Bank

Bridget Ziegler, Vice President and Director of Asset Disposition at Fifth Third Bank, has worked at Fifth Third for 10 years as a Commercial Real Estate Lender, a Commercial Real Estate Workout Officer, and an Asset Disposition Senior Sales Manager. Bridget was recently promoted to the role of Director of Asset Disposition, overseeing all Commercial Loan Sales and large balance OREO Management/Sales. Bridget earned a B.A. in business at Ohio University, and has a MBA from Northern Kentucky University.
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 3rd Annual Bank & Financial Institutions Special Assets Executive Conference on Real Estate Workouts (Midwest)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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


    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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