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Candice Beaumont

L Investments

Candice Beaumont is Managing Director & Chief Investment Officer who runs L Investments, a single family office with a vast portfolio of public and private equity.  She oversees all capital allocation decisions for the internal fund of funds as well as the direct investment portfolio.  The direct investment portfolio has had a focus on commodities and alternative energy.  She is also a strategic advisor to Genoil Inc, ( an emerging heavy oil technology and portfolio company of L Investments.  Candice is as an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth.  Ms. Be ... (view full description)

Michael Berman

Michael Berman Consulting, LLC

Michael Berman is an advisor to CEOs and boards of best in class enterprises in the commercial real estate finance industry, focusing on strategic and tactical issues in both the business and policy arenas.  Berman has served on various boards, and he is a Senior Fellow at the Harvard Joint Center for Housing Studies focusing on workforce and affordable housing, and a Fellow at the Penn Institute for Urban Research at Wharton focusing on sea level rise and flood risk.  In 2012-14, Berman served as Senior Advisor to HUD Cabinet Secretary Sean Donovan as his liaison to the White House and Congress. From 1991 to 2012, he was the co-founder, Board member, and President of CW Capital, a national ... (view full description)

Sasha Bernier

Hestia Holdings

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)

Kenneth Brown

Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase North America. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energ ... (view full description)

Mikki Canton

Founder and Global Affairs Counsel
AsiaAmericana International LLC

Mikki Canton is a respected long-time public law, international and corporate attorney. Well known for her professional vision and extensive achievements and noteworthy service at a global law firm and as managing partner of a major Florida law firm, she works extensively in the international affairs arena with emphasis on Asia-Latin America strategic partnerships. Mikki is the architect and founder of the City of Miami EB-5 Regional Center,The City of Miami Office of International Business Development and AsiaAmericana International LLC. She has a major history of civic and professional engagement and is the recipient of exceptional recognitions in the legal profession. Appointed by two ... (view full description)

Nicholas Carr

Foundation FinLit

As the founder and president of Foundation FinLit, Nick helps shed light on everything finance, to both small & mid-size foundations, as well as underserved families and individuals.  The public 501 (c)(3) foundation is a resource for individuals and institutions to receive custom financial research and education.  Nick has also created and taught undergraduate Behavioral Finance courses, and has numerous research publications and awards, including the Financial Planning Association’s research of the year in 2014 for his work in behavioral finance.  He has incorporated this research into his wealth management practice, where he and his team create wealth management strategies to meet the ... (view full description)

Courtney Clark

Managing Director
Aspen Peak Advisors

Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. As analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.  Prior to TerraNova, Courtney worked in a Sales Director capacity for Resort Quest Inter ... (view full description)

Wendy Craft

Executive Director & COO
Favara, LLC

Wendy currently holds the position of Chief Operating Office of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry.  The family office serves three generations of the family and is based in New York City.     Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single family office that invests in real estate and operating companies on its behalf.  The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.   ... (view full description)

Cody Crowell

Head of Asset Management & Construction
Frisbie Group

Cody joined Frisbie Group in January 2016 as the head of construction and asset management. Prior to joining Frisbie Group, Cody was a partner at Coastal Companies, a Tampa, FL based real estate private equity group. At Coastal, Cody was instrumental in building a single family residential portfolio of over 4,400 homes with a total capitalization of approximately $500 million. Cody was also responsible for launching Coastal’s in-house renovation platform that received exclusive rights from retailers throughout South Florida. Specializing in operations management, Cody targets strategies with bottom line impact while focusing on effective operating procedures to enh ... (view full description)

Chris Datz

President & CEO
Datz Real Estate Capital

Chris Datz is the President and CEO of Datz Real Estate Capital, a real estate capital advisory firm located in Suburban Philadelphia. Since 2012, Chris has been actively securing debt and equity on behalf of private and institutional clients. With a diverse network of investor and lender relationships and employing a "Real Estate First" approach, Datz Real Estate Capital has been successful in arranging full capital stack financing solutions for it's clients across the United States.   Chris has been an active real estate professional and principal since 1997. In his career Chris has been actively involved in hundreds of real estate transactions, comprised of multipl ... (view full description)

Lisa Ditkowsky

Pllush Capital Management, Inc.

PLLUSH CAPITAL MANAGEMENT, INC. and Lisa Ditkowsky, CERTIFIED FINANCIAL PLANNER™ focus on wealth-growing and legacy building strategies for Business Owners, Baby Boomers and their Aging Parents. Preventing Financial exploitation of the aging has been our firm's passion since we started in Financial Planning 12 years ago. The more money we accumulate as we age, the more places our wealth ends up, and the more "interested parties"​ want to get their hands on our hard-earned and hard-saved money. It often takes a lifetime to earn one's retirement savings and retirement nest egg, and if we trust the wrong people, everything we worked our whole lives for can be gone quickly. This is exactly what ... (view full description)

Adi Divgi

Senior Advisor
EA Global LLC

Adi Divgi is Senior Advisor at EA Global, his family investment and advisory vehicle, and has been consulting Legacy Wealth Management LLC on a variety of strategic initiatives since 2021. From 2014-2021, he was Head of Alternative Investments at Catalina, a $5+bn AUM reinsurer. From 2011-2014, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management. With approval from the 4 participating Boards of Trustees, he executed $3.6 billion in capital commitments. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish min ... (view full description)

Drew Dornbusch

Chief Operating Officer
NorthStar Securities

Mr. Dornbusch serves Director, Product Development at Colony NorthStar, Inc. (NYSE: CLNS). Since entering the alternative investment industry in 2004, Mr. Dornbusch has served in various capacities for a number of sponsors. Prior to his work with financial products, Mr. Dornbusch practiced law at the Minneapolis office of Dorsey & Whitney LLP.

Chad Doty

37th Parallel Properties

With 12 years of multifamily real estate investing experience combined with 10 years of management consulting experience and close to $200 million in real estate transactions, Chad is a proven multifamily veteran. He currently oversees strategic partnerships, capital development, and platform development for 37th Parallel and its affiliated companies.Chad has a background in management consulting, portfolio management, and business process improvement, bringing a unique mix of business acumen to the real estate industry. Chad co-founded 37th Parallel Properties Investment Group, LLC in 2008. Prior to his current role, Chad was an owner and principal ... (view full description)

Louis Dubin

Managing Partner
Redbrick LMD

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Eric Fixler

Senior Director
Marcus & Millichap

Eric Fixler is a senior director of IPA Capital Markets based in Ft. Lauderdale, with over 17 years of commercial real estate experience.  Prior to joining Institutional Property Advisors/ Marcus & Millichap Capital Corp. (IPA/MMCC), Mr. Fixler was a senior vice president at Walker & Dunlop, responsible for originating multifamily loans and capital market transactions nationwide. Before that, he served as managing director for Johnson Capital. Prior to Johnson Capital, Mr. Fixler was employed with Meridian Capital, successfully closing transactions with Fannie Mae, Freddie Mac, CMBS lenders and regional banks in excess of $400 million annually, involving various property ... (view full description)

Lauren Foley

Financial Specialist, Supervision & Regulation
Federal Reserve Bank of Atlanta

Lauren Foley is a Financial Specialist in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. She is responsible for examining commercial real estate risk in markets across the US and developing tools to enhance bank examiners’ scoping analyses. Additionally, she is a data manager for real estate information and works on building analytics for banking and risk projects. She also speaks at numerous industry events around the country each year to gain insight from market participants and share views of the market. Prior to being in her current role at the Federal Reserve Bank, Lauren also has experience in Consumer Compliance. In her Consumer Compliance ... (view full description)

Seth Goldman

CFO & Director of Development
Palazzo Del Sol, Fisher Island

Seth Goldman joined PDS Development LLC in 2014 as Chief Financial Officer and Director of Development. He is jointly responsible for the development of the remaining land parcels on the exclusive Fisher Island, including the recently completed ultra-luxury boutique condominium, Palazzo Del Sol. Goldman’s wide range of expertise and proven track record include nearly 15 years of experience completing over $1 billion in residential condominium, hospitality, commercial retail and parking garage development projects in New York City and Miami Beach. Over the course of his career, he has been responsible for all aspects of the development process including acquisition, financing, planni ... (view full description)

Mark Hamister

Founder, Chairman & CEO
Hamister Group

Mark Hamister is the Founder, Chairman and CEO of Hamister Group, LLC, a recognized leader in the acquisition, development and management of senior housing and hotels with a proven track record of exceptional results. Mr. Hamister’s real estate experience spans a period of forty-four years. Mr. Hamister’s passion for senior housing began in the mid-1970s, early on in his career, when he was named Administrator of a 200-bed residential facility and 42-unit apartment complex for the elderly. This experience led to his founding National Health Care Affiliates, Inc. (“NHCA”) in 1977, in the role of Chairman and CEO. NHCA owned, operated and managed as many as 24 seni ... (view full description)

James Harmon

Financial Advisor
Morgan Stanley Wealth Management

Jim is a Senior Vice President and Financial Advisor in The Harmon-Small Group.  He has over 23 years of investment management experience.  Jim works with individuals, endowments, foundations, and retirement plans. Jim joined Morgan Stanley in 2017 with his partner, Lainie Small.  The Harmon-Small Group offers a comprehensive range of wealth management services and provides unbiased professional advice based on their years of investment experience.  Prior to joining Morgan Stanley, Jim spent 21 years at Lazard Asset Management LLC where he was a portfolio manager and relationship manager.  Jim also worked at Arnhold and S. Bliechroeder and Gruntal and Co. Jim received his MBA in Investment M ... (view full description)

Eric Henderson

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)

Aaron Herzberg

Pacific Roots/ Puzzle Group

Aaron Herzberg is a cannabis business person and attorney who has sucessfully opened and operated dispensaries in Southern California. Mr. Herzberg has brought to the industry the same enthusiasm and professionalism that has typified his legal career. As the founding partner and President of the award-winning dispensary Bud and Bloom, located in Santa Ana, California, he has revolutionized access to treatment for cannabis patients and consumers. In addition to Bud and Bloom, Mr. Herzberg is an active equity partner in several other notable or award-winning California dispensaries, including Modern Buds in Long Beach and Pure Dispensary in San Bernardino. Mr. Herzberg was also for ... (view full description)

Adam Hooper

CEO & Founder

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (view full description)

William Jacoby

Grand Central Automotive Partners

Mr. Jacoby leads GCAP’s finance, treasury management, fund accounting, fund administration, financial statement preparation, and overall financial infrastructure.  Mr. Jacoby has nearly 30 years of wide-ranging experience in financial services and alternative investments.  Prior to joining GCAP, he was Managing Director and Chief Financial Officer at Citi Capital Advisors, a $10 billion+ alternative asset manager with then investment teams comprising hedge fund, private equity, managed accounts and CLO strategies.  Mr. Jacoby was also previously the Chief Financial Officer and Member of the Management Committee at Morgan Stanley Investment Management, an $11 billion+ hedge fund platform with ... (view full description)

Dimitris Kavalekas

Managing Director
Strenta Investment Management

Mr. Dimitris Kavalekas is a Managing Director of a Registered Investment Advisor (RIA) Strenta Investment Management, Inc. that spun off a single family office. Dimitris joined in 2009 when the family office was formed.  Prior to that, Dimitris was a Senior Investment Professional at Magnum Global Investments - a fund of hedge funds/single family office. Dimitris’ work focuses on traditional and alternative investments: long-only fixed income and equities, hedge funds, private equity, and real estate.  His work also encompasses portfolio construction and management, quantitative research and analysis, and manager and investments selection across asset classes. Dimitri ... (view full description)

Abigail Laufer

Ferguson Family Office

Abigail Laufer is CIO of the Ferguson Family Office. In 2011, she was hired by the Ferguson Family initially to invest in a portfolio of publicly traded cleantech shares but was ultimately given the responsibility to manage the corpus of the family investable assets through a single family investment office. Her broad-based background in investments has allowed her to traverse the spectrum of investments for this family. Prior to her role as head of investment allocation and investment for this family office, she was the CEO and founder of Virid Capital Management a firm devoted to investments in public cleantech companies Laufer’s career has spanned a broad cross-se ... (view full description)

Erin Lavelle

Washington Square Realty Capital

Erin is a principal with Washington Square Realty Capital, located in Philadelphia serving clients nationwide. Erin advises commercial real estate Sponsors on financing their development, acquisitions and recapitalization of multi-family, office, hospitality and industrial projects. Erin leverages her over 20 years of experience as a real estate attorney to provide creative and unique solutions throughout the capital stack resulting in prime financing terms and closing with optimal efficiency. She has participated in transactions totaling over 2 Billion in value and is an active speaker with various commercial real estate development and finance conference circuits, including IMN. ... (view full description)

Logan Levey

Investment Manager
Strenta Investment Management

Logan Levy currently serves as an Investment Manager for Strenta Investment Management, Inc., an SEC registered investment advisor.  Strenta Investment Management is a part of a family office and makes investments across a multi-asset class portfolio including real estate, fixed income, equities, private equity, hedge funds, and commodities.  Mr. Levy is a generalist but has worked extensively on the private debt and real estate investments within the portfolio.  Mr. Levy’s previous work experience includes analyst roles in merchant banking and equity options trading where he supported banking and trading activities through financial modeling and analysis.  Mr. Levy ... (view full description)

Jay Lipsey

McCombie Group, LLC

Maurice Maertens

MEM Family Office

Ford Motor Company  --  Dearborn, MI
Head of Worldwide Retirement Plans  (1968-96)

New York University  --  New York, NY
Chief Investment Officer (Endowment Funds)  (1997 - 2009)

Retired / CEO/CIO of MEM Family Office  --  Estero, FL  (2010 -)

Jack McCabe

McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting ( ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.   The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (view full description)

Richard McCready

The Davis Companies

As President, Rick McCready oversees management of all aspects of the The Davis Companies (TDC) operations, plays a leading role in setting firm-wide strategy, chairs TDC Executive Committee, and serves on the Fund’s Investment Committee. Prior to joining TDC, Rick was the founder of Hummock Pond Capital Strategies, a real estate consulting and advisory firm that assisted real estate-related funds and businesses with operations, capital raising and strategic planning. Most notably, while at Hummock Pond, Rick provided advisory services to and continues to serve as an independent Board Member and Audit Committee Chairman of the Versus Global Multi-Manager Real Estate Income Fund, which provid ... (view full description)

Chris McGibbon

Head of Americas
TH Real Estate

As Head of Americas, Chris is responsible for all real estate investment operations in the US. He has over 18 years of real estate acquisition, management and finance experience and is a member of the business' Executive Leadership Team, which oversees global strategic initiatives.   Prior to being appointed to his current role in 2016, Chris served as the Portfolio Manager for the real property and commercial mortgage allocation of TIAA’s General Account and previously served as lead Portfolio Manager for TIAA’s direct real estate open-end vehicle. Prior to that, he was a director of real estate acquisition for the Western region and also worked in the mortgage division. He join ... (view full description)

Nathan Nelson

Senior Vice President
Peak Capital Partners

Nathan Nelson is Senior Vice President at Peak Capital Partners overseeing acquisitions and operations of multi-family assets in select U.S. markets. Prior to joining Peak, Mr. Nelson was Director of Acquisitions for Restore Utah where he led acquisition activities for an institutionally sponsored fund focused on community development and affordable housing preservation initiatives. Mr. Nelson’s experience also includes contributing to the real estate investment advisory services for some of the nation’s largest public pension funds at Pension Consulting Alliance. Mr. Nelson began his career in real estate as a multi-family specialist with a leading investment sales firm. He holds a B.A. fro ... (view full description)

David Piasecki

Elmtree Funds

Kasim Reed

City of Atlanta

Kasim Reed is the 59th Mayor of the City of Atlanta. He was elected to a second term on November 5, 2013 and took the oath of office on January 6, 2014. Elected with a clear mandate for fiscal reform, Mayor Reed has increased core city services and reduced the City’s spending during the worst recession in 80 years. Since taking office, he has hired more than 900 police officers and created the largest police force in the city’s history, re-opened all of the city’s recreation centers as safe havens for young people and improved fire-rescue response times. Working with the Atlanta City Council and the city’s employee unions, he successfully initiated a series of sweeping reforms to ... (view full description)

Tomas Regalado

City of Miami

Tomas Regalado was born in Havana, Cuba, on May 24, 1947. He was the first son of Carmen, a house wife, and Tomas, an outstanding attorney and journalist that became the President of the National Association of Reporters and Journalists of Cuba. Tomas Sr. was also a political Prisoner in the island for 22 years due to his struggle for the freedom and democracy of Cuba. At the age of 14, Tomas Regalado and his younger brother, Marcos, traveled to the U.S. under the Catholic Church program known as “Peter Pan”. Marcos and Carmen sent the boys to America with the hope of having them live in freedom. The father’s vocation for journalism was quickly reborn in Tomas. At 17, ... (view full description)

Todd Rosales

Cooper Family Office

Sandro Salsano

President & Chairman
Salsano Family Office

Sandro Salsano is an Italian self-made entrepreneur, businessman, investor and philanthropist. He is President and Chairman of Salsano Group, Chairman of Salsano family office and Chairman of the Board of Trustees of Salsano Shahani Foundation. He is a serial entrepreneur, in his early career he started or was a partner of several companies including an investment bank which sold a stake to Goldman Sachs, a factoring company, a UK Fca regulated hedge fund, a real estate company. He started investing in distressed real estate from a very early age. Sandro graduated from Bocconi University Milan with full honors with an MBA program from the University o ... (view full description)

John Sebree

National Director
Marcus & Millichap

John Sebree is the national director of Marcus & Millichap’s National Multi Housing Group (NMHG). Mr. Sebree is based in the Midwest, working from the firm’s Chicago downtown office. His extensive background as a major multifamily specialist spans more than 20 years, 17 of which were as a Marcus & Millichap agent. During his tenure as an agent, Mr. Sebree managed large private capital and brokered the sales of institutional multifamily properties throughout the Midwest. He developed a strong brokerage practice in Chicago, opened the firm’s Indianapolis office and earned numerous plaque awards, eight National Achievement Award qualifications, and Top 20 and Chairm ... (view full description)

Brad Simpkins

Head of Industrial RE
TH Real Estate

With more than 20 years of industry experience, Brad is the Lead Portfolio Manager for the US Cities Industrial Fund and Regional Head of TH Real Estate, Americas Asset Management. Brad is responsible for approximately 25 million sq ft of industrial and office assets in the states of Florida, Texas, Georgia, Virginia, Tennessee and Washington DC.   Prior to joining the company in 2007, Brad leased and managed 7 million sq ft of office and industrial property in Southern California for Davis Partners. He was also a leasing representative with Equity Office Properties Trust (EOP), leasing 2.5 million sq ft of office properties in Orange, Los Angeles and San Bernardino counties in S ... (view full description)

Greg Singleton

Metro Development Group

With more than 25 years of real estate, banking and finance experience, Greg Singleton is the President of Metro Development Group, a Tampa-based land development company that specializes in master planned communities throughout west central Florida.  Singleton joined Metro Development Group more than ten years ago and serves as the President of the company.   As President of Metro Development Group, Singleton is responsible for maintaining the company's day-to-day operations and focuses on investor relations and corporate financial ventures.  Singleton is driving the company forward with innovation at its helm, starting with the introduction of the fastest internet and WiFi spee ... (view full description)

Albert Slap

Coastal Risk Consulting, LLC

Albert J. Slap is President and Co-Founder of Coastal Risk Consulting, LLC, a geospatial technology, modeling and analytics company located in Plantation, FL. Coastal Risk is the first company to provide millions of coastal homeowners in the US, as well as businesses and local governments, with online, state-of-the-art, climate risk assessments at an affordable price. Coastal Risk is committed to helping coastal residents get climate ready and storm safe by providing the tools needed for informed flood-risk decision-making, today, and decades into the future. Prior to launching Coastal Risk, Mr. Slap was a nationally-recognized, environmental attorney and law professor ... (view full description)

David Sobelman

Founder & CEO
Generation Income Properties

David Sobelman has a sole, yet multifaceted, focus on triple net lease investment properties, on a national scale, which began in 2002. David speaks with authority and experience from every position within a net lease transaction and his role within this ever-popular niche industry entails investing, research, brokerage, management and education. However, his position of being a role model and mentoring others in the industry is the aspect of his position he takes most seriously.   David practices what he preaches, personally investing in net lease and other real estate assets since 2003, which led to the formalization of a private real estate fund and subsequently a public real ... (view full description)

James Solomon

Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC ( is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

James Steuterman

President & CEO

James M. Steuterman, born in 1956, is President, Chief Operating Officer and Director of ARCTrust. Mr. Steuterman served as a Director and Audit Committee Member of ARC Corporate Realty Trust, Inc., from 1993 to 2008, and Executive Vice President of Capital Markets for ARCTrust since May 2011. Prior to joining ARC Properties, Inc., Mr. Steuterman was Senior Vice President of Toll Brothers, Inc. a Fortune 500 Company, where he was responsible for the acquisition, development, and management of real estate projects nationwide. Prior to that he was Chief Operating Officer as well as an Investment Committee and Board Member of New Plan Excel Realty Trust, a $3-billion, NYSE listed Real Estate In ... (view full description)

Francis Suarez

Of Counsel
Carlton Fields

Francis Suarez is a transactional lawyer with more than 13 years of experience in real estate and corporate finance, covering the gamut of clients’ real estate needs, from acquisitions and financing to sales and joint ventures. He also has served as outside general counsel to a variety of companies. Mr. Suarez currently serves as Commissioner for the City of Miami, District 4, working to raise the standards of the city in which he was born and raised. His civic accomplishments on behalf of the city are extensive. He is vice-chair of the Miami-Dade Transportation Planning Organization and immediate past president of the Miami-Dade County League of Cities, to name a few. He is dedicated ... (view full description)

Jim Sullivan

SVP of Business Development
Forever Forests

Jim Sullivan is the VP of Business Development for Forever Forests. FF is a conservation consulting firm that in its 15 yr. history has accomplished over 100 Conservation Easement projects from coast to coast, conserving 38,000+ acres , amounting to over $1.15 Billion in real estate values. Forever Forests is an established leader and innovator in the private land conservation space.  In his role at the firm, Jim intersects with Family Offices, Tax Advisers, Professional Athletes, UHNWIs, Business Owners and the "Impact Investing" community to advance the cause of conservation. He is on the front lines, assisting families, individuals and corporations realize the best economic benefits assoc ... (view full description)

Richard Swartz

Executive Managing Director
Cushman & Wakefield

Richard Swartz is an Executive Managing Director in the Boston office and heads a nine-person team of Capital Markets specialists dedicated to the Senior Housing Sector. Mr. Swartz joined the Company in 2003 and is responsible for originating, structuring and executing senior housing investment sales, equity investments, debt financings, and note sales. In 2007 he opened the firm’s Boston office and in 2011 initiated the firm’s Senior Housing Capital Markets Group.   Prior to Cushman & Wakefield, from 1998 to 2003, Mr. Swartz was a Managing Director at APC Realty Advisors where he headed up all equity and debt placement activities nationally and was directly involved in over ... (view full description)

Laura Tilmans

RubinFrost Single Family Office

Laura has over 12 years of experience working for 3 single family offices. At RubinFrost she is responsible for overlooking investments in various class assets such as direct in real estate, healthcare, and entertainment as well as indirect in private equity funds, hedge funds, and venture capital. Prior that Laura has worked for a Swedish family focusing on direct investments in media, real estate, and alternative energy. Laura started her career working for a German family helping to set up a family office.

DJ Van Keuren

Co-Managing Member

D.J. Van Keuren, Managing Partner/Co-Founder. Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career. Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for a private single-family office; a Vice President of Real Estate for the Hayman Family Office, the single-family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream F ... (view full description)

Joseph Viery

US Tax Advisors Group, Inc. (USTAGI)

Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies. By using legal, IRS compliant and proven tax planning structures combined with effective engineered based studies, he specializes in working with those who want to protect their assets and create wealth. Mr. Viery began his career in cost segregation industry in 2008 and has been has been speaking to REALTORS®, property owners, and tax professionals throughout the nation. These concepts provide the tax professional and real estate owner’s powerful tools to legally defer or eliminate income tax and to comply with the new Tangible Proper ... (view full description)

W. Colin Walker

Director, Client Advisor
Alex. Brown

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

Trent Wallin

Chief Financial Officer
Peak Capital Partners

Mr. Wallin is the CFO at Peak Capital and joined the firm in June 2014. As CFO, Trent oversees the Accounting, Tax, FP&A and Investor Relations functions at Peak Capital Partners and its affiliates. Prior to Peak Capital, Trent worked as the Controller / Director of Accounting in the travel & hospitality industry. Trent also worked at Ernst & Young in the Assurance Services group for approximately 5 years. He also spent three years with a regional CPA firm where he was responsible for preparing financial statements and advising publicly-traded clients in technical accounting areas. Mr. Wallin is a licensed Certified Public Accountant in the states of California and Utah. He has b ... (view full description)

Casey Wamsley

Senior VP
Infinity Capital Partners

Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets, with a focus on alterantives. Prior to joining Infinity Capital Partners, Casey was Managing Director at Collins Capital specializing in alternative investments with advisor firms, family offices and institutions. Collins Capital was aquired by Infinity Captial. Prior to Collins, Casey was the founder and CIO of Phoenician Capital, LLC. He has held leading roles at prominent investment consulting and advisory firms. Casey graduated from Southern Methodist University with a BBA in Finance.

Dominic Zamora

CliftonLarsonAllen Wealth Advisors, LLC

Profile Risk management (rather than return management) is the overarching principle governing Dominic’s handling of his high net worth clients’ investment portfolios. His asset allocation strategy relies on four financial disciplines: an evaluation of macro-economic risks, an assessment of the market’s technical structure, a valuation of assets that are reasonably priced within historical context, and an understanding of sound opinions contrary to majority sentiment on particular investments. Education and professional involvement Juris Doctor at Gonzaga School of Law Bachelor’s of business administration degree from Boise State University, Boise, Idaho ... (view full description)
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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 The 3rd Annual Real Estate Family Office and Private Wealth Management Forum (East)


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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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