Jeff Amengual

Chief Operating Officer
DMG Investments

Jeffrey Amengual is the Chief Operating Officer at DMG Investments, LLC., a Real Estate Investment company headquartered in New York City. DMG Investments focuses primarily on Student Housing and Multi-family Residential properties. With over 40 years of private Real Estate experience, with projects located throughout the United States, as well as several international projects. Mr. Amengual directs and leads all aspects of acquisition, finance, development, construction, marketing and property /asset management. DMG has diverse holdings located in the states of Texas, Tennessee, South Carolina, New Jersey, Wisconsin and New York. Mr. Amengual earned a Bachelor's Degree from Boston Universit ... (view full description)

Alexander Anderson

Director, Equity Division
Time Equities, Inc.

Mr. Anderson oversees the sales distribution of Time Equities Securities’ investment funds and 1031 exchange products. Mr. Anderson also has extensive experience in sourcing and analyzing new acquisitions. Mr. Anderson holds a bachelor’s degree in Economics from the University of Vermont and is a licensed real estate broker in the State of New York.
 

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

John is the Founder and Managing Partner of Peak 15 Capital. A capital advisory firm servicing commercial real estate operators and sponsors in identifying, sourcing & securing their capital stack. John is also a Managing Member of MACC Venture Partners, a 6000-units Southeast focus owner/operator of multifamily assets.  He directs acquisitions, strategic development, capital management and growth.  He also oversees alternative financing and investor/portfolio development and fund management.  Previously he was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston ... (view full description)

Saurabh Bajaj

Founder + CEO
Swiftlane

Saurabh Bajaj is the founder and CEO of Swiftlane, a modern access control and video intercom solution for multifamily and commercial buildings. With a passion and expertise for both digital and physical security, Saurabh is dedicated to solving the biggest challenges that facilities have while simultaneously improving security and modernizing the tenant experience. Before Swiftlane, Saurabh worked on developing technology for self-driving cars at Lyft, and worked at Facebook and Instagram. 
 

Mike Ballard

Partner
Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

Demetrios Barnes

Chief Operating Officer
SmartRent

Demetrios Barnes is the Co-Founder and Chief Operating Officer of SmartRent, where he leads the support, marketing, field operations, and account services teams. With over a decade of experience in property management operations, he is passionate about helping owners and operators understand the innovations technology can produce, while forging strong interpersonal relationships and thought leadership.Prior to co-founding SmartRent, he was Vice President of Technology for Colony Starwood Homes, Previously, Mr. Barnes was Director of Property Managem ... (view full description)

Taylor Bassett

Chief Operating Officer
Helu Capital

Before founding Helu, Taylor worked in public accounting for Deloitte Tax LLP where he became licensed as a CPA. As part of Deloitte’s Core Tax group, he worked with clients of varying sizes, from REIT’s with funds valued at over a billion dollars to mid-sized companies within the Salt Lake Valley. Before his time at Deloitte, Taylor spent several years reporting directly to the CFO of Auction Management Services evaluating various components of the business to increase earnings from individual segments. Later, as a flooring auditor for Brasher’s Auto Actions, he worked to increase value by evaluating collateralized lines of credit for hundreds of customers across the state of Utah. His pass ... (view full description)

Rob Beardsley

Principal
Lone Star Capital

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.

Ben Beggs

Managing Director
redIQ

Ben brings 15 years of sales experience in technology and real estate to redIQ.  Before joining redIQ, he spent 10 years growing the sales organizations of technology companies. Most recently, as Senior Strategist for Intersection, part of Alphabet's Sidewalk Labs portfolio, he helped drive business development for the digital transformation strategy of retailers and retail real estate developer/operators. Prior to Intersection, he led sales efforts for disruptive mobile technology companies such as Nomi (acquired by Axper) and Usablenet. Before becoming a full-time technologist, Ben spent 5 years as a licensed commercial real estate broker in New York City. Ben holds a Bachelor's in Economi ... (view full description)

David Berg

Partner
Infinity Collective

David Berg is a Partner overseeing Infinity’s middle-market acquisitions, investment ventures, and investment strategy within the firm’s expanding portfolio in New York City, Washington, D.C., Philadelphia, and Miami. David joined Infinity Real Estate in 2011 as Investment Director of real estate and corporate holdings. Since then, he has led Infinity’s expansion into the Philadelphia and Miami markets and is additionally responsible for maintaining and servicing the firm’s relationships with its lenders and investors within his markets. David has established himself as a driving force behind Infinity’s real estate acquisitions, capital transactions, and the development of the company’ ... (view full description)

Sasha Bernier

SVP
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)

Danny Bloomstine

Strategic Account Director
Juniper Square

Danny is a New York City based Director at Juniper Square. He helps firms evaluate their portals, back office automation, and fund administration services.

Over 1,000 firms partner with Juniper Square across the country, and over 130 in the tri-state area.

Danny's background is in FinTech and CRE Tech. Prior to Juniper Square he was an early employee at VTS and started his career at S&P Capital IQ. He graduated from Boston College.


 

David Bruhowzki

Director / Client Advisor
Alex Brown

David heads up an advisory practice that focuses on corporations, family offices, trust companies, and RIAs with varying degrees of real estate investments and exposures. With a background that includes work in the public and nonprofit sectors, David understands the needs and challenges of clients that operate within the private, corporate, and philanthropic landscapes. David began his financial services career at Lehman Brothers, moved to Morgan Stanley during the financial crisis, and ultimately transitioned to Deutsche Bank’s Alex. Brown Division that was subsequently sold to Raymond James. David received his MBA from the University of Michigan’s Ross School of Business, MA from the Unive ... (view full description)

Julia Butler

Director
KKR - Kohlberg Kravis Roberts

Julia Butler is a Managing Director on the Real Estate team focused on credit. Ms. Butler oversees investment activity in the Midwest and Northeast for various KKR real estate vehicles in the U.S.  Prior to joining KKR in 2017, Ms. Butler spent 13 years at iStar, a publicly-traded REIT, where she was an Executive Vice President responsible for sourcing, underwriting, structuring and managing real estate opportunities across the risk spectrum, asset types and geographies. Prior to iStar, Ms. Butler worked in the Treasury Department of The Walt Disney Company in Los Angeles, CA. Ms. Butler graduated cum laude from Harvard College.  She currently sits on the Board of Directors of Women in Need ... (view full description)

Daniel Carr

Principal - Real Estate
Ares Management

Mr. Carr is a Principal in the Ares Real Estate Group, where he focuses on U.S. real estate. Prior to joining Ares in 2013, Mr. Carr was an Analyst at J.P. Morgan Securities LLC, where he focused on real estate and lodging investment banking. Mr. Carr holds a B.S., magna cum laude, from Fordham University in Business Administration and an M.S. from Columbia University in Real Estate Development.

Maggie Cheung

Managing Member
Sage Investing Group

Co-founder and managing partner of Sage Investing Group, Maggie comes from an audit and risk management background and has been investing in real estate since 2011. Prior to transitioning to full-time real estate, Maggie has worked in large financial firms on Wall Street, where she specialized in risk management for the Firms' Investment Banking and Investment Management businesses which include reviewing, assessing, and improving the firm's underwriting and due diligence process. After years of audit service in this industry, Maggie has since transitioned to real estate, and in 2020, she partnered with Lana Choi and Jin Wang to form Sage Investing Group. With a collective real estate portfo ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.   Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relatio ... (view full description)

Christian Dalzell

Co-Founder & Managing Partner
Counter Management LLC

In May 2019, Mr. Dalzell and Mukang Cho, Founder and Owner of Morning Calm Management, LLC (“MCM”) created and launched Counter Management LLC (“Counter Management”), combining two institutional quality private equity investment management and commercial real estate investment platforms to create an accretive, strategic, partnership to acquire multifamily and residential mixed‐use properties in targeted urban centers or major MSAs across the United States. Counter Management owns and controls nine (9) properties with 290 units and 15,000 sf of commercial space located in Center City, Philadelphia, PA. Counter Management sourced and capitalized all of its transactions (the nine assets w ... (view full description)

Ravee Dave

CEO
Yankee Capital Partners

Ravee Davé, CEO and Founder of Yankee Capital Partners (www.yankee-capital.com), is a Boston area-based real estate professional with over 20 years of private market real estate experience. He has been responsible for investment, financing, or sale, and management on a multitude of multifamily and commercial properties. These transactions include acquisitions, asset and investment management, and dispostion for single asset and portfolio investments. His key focus has been on the acquisition of value-add multifamily properties. Mr. Davé founded Yankee Capital Partners (YCP) in 2018 after leaving private equity to focus on multifamily investments for family offices and high net wo ... (view full description)

Brian DeLucia

Managing Partner
Arrivato, LLC

Brian DeLucia is a Managing Partner of Arrivato LLC, a Single Family Office created out of a partnership in land and building development within the real estate industry.  Brian spends most of his time reviewing prospective multi-family acquisitions, multi-family development, land development, retail pad sites, global cell tower portfolios, lower middle market companies, and special situations.   Brian also works closely on leveraging his organization’s experience to resolve challenges and elevate businesses within traditional economic driving industries that create better places to live and work; creating more jobs; and improving overall economics.   He also serves on the board ... (view full description)

Johnny Din

Chief Executive Officer
Cycamore Capital

Johnny Din is the Chief Executive Officer at Cycamore Capital, a Live-Work-Play-Create platform with a mission to curate spaces for artists, entrepreneurs, millennials, and global citizens. Prior to founding Cycamore, he was a Principal at Clarett International, a division of The Clarett Group focusing on cross-border real estate transactions. Mr. Din has also spent time at Lippo Realty and Silverpeak in New York, and Deloitte and The Walt Disney Company in Los Angeles. He began his career in the Investment Banking Division of Lehman Brothers, where he advised fortune 500 companies and private equity clients on M&A and financing efforts. Mr. Din graduated honors with a Bachel ... (view full description)

Josh Eitingon

Managing Partner
DXE Properties

Josh Eitingon is the co-founder of DXE Properties.  DXE Properties is a value-oriented boutique real estate investment firm providing commercial acquisition and asset management services.  Predominantly focused on multifamily, DXE has approximately 100 million dollars’ worth of real estate under management, .   Prior to DXE, Josh founded JAE Property Group.  JAE was born with his first real estate investment, a 20-unit distressed property in Cincinnati, OH.  Josh oversaw all major operations of the company and was instrumental in all phases of acquisition, asset management, and investor relations. Through JAE, Mr. Eitingon and partners established a portfolio of multifamily inves ... (view full description)

Ran Eliasaf

Managing Partner
Northwind Group

Ran founded Northwind Group in 2008 and oversees all company investment activities across both its equity and debt strategies. Throughout his career Ran has executed numerous real estate transactions in the US totaling over $2.5 billion in value, amassing a well-diversified portfolio in NYC of residential and office properties, a +$500 million portfolio of healthcare and senior living properties as well as establishing Northwind’s debt platform including the formation of Northwind’s dedicated-closed ended real estate debt fund (NDF I). Under Ran’s leadership Northwind has evolved into a reputable institutional grade private equity firm, consistently improving its capabilities, ex ... (view full description)

Doug Faron

Managing Director-Investments
CIM Group

Doug Faron serves as a Vice President, Investments at CIM Group. He is responsible for sourcing, structuring and executing real estate equity and debt investments across asset classes with a focus on primary markets in the United States. Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economics and International Relations from Brown University and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Doug resides in Venice, California with his wife and ... (view full description)

Jacob Feingold

Senior Director
Canyon Partners Real Estate

Jacob Feingold is a Vice President at Canyon Partners Real Estate, the direct real estate investments platform of Canyon Partners. Based in New York, Mr. Feingold is responsible for sourcing debt and equity opportunities across property types in the Northeast region. Prior to joining Canyon, Mr. Feingold was a member of the investments group at iStar where he focused on structured real estate investments, development of REO assets, and restructuring distressed investments. Mr. Feingold is a graduate of Columbia Business School (M.B.A., Honors) and the University of Michigan Ross Business School (B.B.A., Honors).
 

Steve Firestone

CEO
Crown Bay Group LLC

I lead the company's investment and asset management team. Crown Bay Group’s main focus is on multifamily and select office properties. I am responsible for overseeing all aspects of the company's property acquisitions and dispositions process from deal origination/sourcing through underwriting and analysis, contract negotiations, due diligence, project financing, asset management and dispositions.   I am a veteran of the Real Estate industry. I became involved in real estate in 1997 and have since been directly involved in many aspects of the industry from acquisitions of multifamily and commercial properties, to management, leasing, and development.   “We will be lo ... (view full description)

Justin Ford

President
Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Gregory Fournier

Managing Principal
Greenbrook Partners

Greg Fournier is Managing Principal of Greenbrook Partners.  Mr. Fournier leads the overall management of the firm, including oversight of acquisitions, deal execution, new business and financing activities.  Prior to forming Greenbrook Partners, he was Managing Director at East End Capital, an operating company with 2.5 million square feet of office, retail and residential real estate in New York City.  Prior to East End, Mr. Fournier co-managed real estate investments at The Olayan Group, a private investment company based in New York City with $1.5 billion of invested equity in real estate.  Mr. Fournier earned a B.A. in Economics from Boston University and an MBA from the Marshall School ... (view full description)

Michael Fusco

Chief Executive Officer
Ironclaim

Licensed as a public adjuster since 1979, Michael Fusco, CEO of Ironclaim, has been considered worldwide as one of the leaders of the public adjusting industry, specializing in the preparation and presentation of complex commercial insurance claims for governments, institutions, and businesses. Michael has been hired by numerous municipal and state entities, including the state of Mississippi, the British Virgin Islands Ports Authority, Airport Authority, Power Authority, Hospital, and Social Security Board, as well as Grady Hospital, the fifth-largest public hospital in the United States. Michael specializes in designing strategic solutions inside the terms and conditions of a policy to ass ... (view full description)

Greg Gleason

President
Corigin

Mr. Gleason is the Director of Finance at Corigin and is responsible for evaluating Corigin’s investment transactions, designing capital structures, and sourcing financing. Prior to joining Corigin, Mr. Gleason held various positions at DLJ Real Estate Capital Partners (“DLJ”), a $4 billion global real estate private equity manager. At DLJ, Mr. Gleason was responsible for opportunistic real estate acquisitions and asset management. Prior to DLJ, Mr. Gleason was an associate of Deutsche Bank Berkshire Mortgage in their special asset management department, where he specialized in commercial loan restructurings, loan resolution, and REO portfolio. Mr. Gleason graduated from Emory Universi ... (view full description)

Aaron Gorin

CIO
Cedar Grove Capital LLC

  Aaron is Chief Investment Officer and the Founder Partner at Cedar Grove Capital, a real estate investment firm focused on  investing in asymmetric risk-reward opportunities associated with acquiring, enhancing, and managing class B and C multi-family assets located primarily in the Mid-Atlantic and Southeast United States.  Cedar Grove's proven operating strategy of assembling, stabilizing, optimizing, and recapitalizing regional packages leverages economies of scale, operating efficiency, and portfolio cap rate premiums to deliver superior risk-adjusted returns for its Investment Partners.&nbs ... (view full description)

Sammy Greenwall

Co-Founder & Chief Strategy Officer
Lev Capital

Sammy Greenwall is a cofounder and head of strategy at Lev. In this role, he is responsible for overseeing the underwriting, due diligence, and closing of all real estate transactions completed by Lev as well as hiring and product.
Prior to joining Lev, Sammy was a Capital Markets Associate at Toll Brothers, where his team financed $5B of JV equity, preferred equity, mezzanine debt, and senior construction debt for the firm’s multi family platform. Before working at Toll Brothers, Sammy spent time working in venture capital at Blumberg Capital and Tuesday Capital respectively.
He received his bachelors degree in Economics and Political Science from Swarthmore College.

Preston Grutzmacher

Residential Business Leader
SALTO Systems

I love helping property managers, developers, and technology partners find interesting solutions to the property challenges they face. It's even more fulfilling to help them identify and rectify hidden building inefficiencies. Take a look at the mechanical key as an example; it was invented thousands of years ago with only small tech improvements in the last few decades So why does almost every building still use outdated technology? The answer is probably because they don’t know any better. Here at SALTO, we help solve the problem of managing mechanical keys and delivering exceptional access control leading to a more efficient building and resident experience. My ent ... (view full description)

Billy Haddad

Senior Analyst
Partners Path Capital

Billy develops new relationships, performs due diligence on potential ventures, and manages existing holdings for Partners Path. Partners Path focuses on anchor capital, co-GP, and programmatic joint venture relationships with local operators across the country. Partners Path invests throughout the capital stack and in all asset classes. Previously, Billy worked in the Credit Risk and Public Finance divisions of Barclays for over five years. Billy received his BS in Economics from the Wharton School of Business at the University of Pennsylvania.

Elan Hakimian

Principal
Certes Partners

Mr. Hakimian is an accomplished commercial real estate investor and developer that has been actively investing in US market for over 12 years.  Mr. Hakimian has played a role in the acquisition, financing and management of over $1.0 bn of multifamily, hospitality, and development strategies across North America, and has overseen 5 condo developments, 4,000 multifamily units, and 5 hotels in North America. Mr. Hakimian is a co-founder of Certes Partner, an NYC focused investment and development company.  Previously, he spent 7 years at Deutsche Bank in opportunistic real estate funds, a global investment practice which had over $6 bn in AUM. Mr. Hakimian received a B.S ... (view full description)

Diego Hodara

Founder & CEO
Titanium Realty Group

Diego Hodara is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in the metropolitan area of New York. Titanium Realty Group is currently developing in stages close to 1,000 units in Jersey City representing a total development cost of more than 400 million dollars. The projects are mainly mix-used ground-up buildings ranging from 50 to more than 350 units per building. Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large scale developments including ground-projects not only in NYC but also in Latin America such as Sheraton Ho ... (view full description)

Daren Hornig

Managing Partner
Hornig Capital Partners

Daren is the Managing Partner of HCP and has over 25 years of real estate experience and a diverse background as a real estate broker, internet entrepreneur, and real estate developer. He is responsible for the development of over 1.5 million square feet, including the redevelopment of the old Schlitz Brewery at 95 Evergreen Avenue in Bushwick, the Bruckner Building in Mott Haven, The Box Factory @ 1519 Decatur Street in Ridgewood, a joint venture with St Barnabas Hospital in the Bronx, and Golden Gate Shopping Center in Mayfield Heights, Ohio. Prior to HCP, he was the Senior Vice President and Principal of Metropolitan Realty Associates where he was responsible for acquisitions and developm ... (view full description)

Sunder Jambunathan

Principal
Certes Partners

Mr. Jambunathan has extensive experience as a commercial real estate investor, having closed over $600M of acquisitions and having had asset management responsibility for over $1.2B of assets across the United States. He has played a key role in the acquisition, financing and management of hospitality, multifamily, and development strategies and has most recently overseen 2 completed condo developments, including a 69 unit luxury conversion in Manhattan as well as a 273 unit ground-up project in Seattle, WA. Prior to forming Certes, Mr. Jambunathan spent 6 years at RREEF, a real estate investment manager with EUR 43.6B under management. Most recently, he served as an Assistant Vi ... (view full description)

Gary Jonas

Managing Member
The How Group

A graduate of LaSalle University, Mr. Jonas began his career in real estate by learning the mortgage business, while refining the art of structuring a win-win deal. Mr. Jonas joined forces with two colleagues to establish Advanced Mortgage Concepts, where he served as president for 10 years. While overseeing the activities and growth of Advanced Mortgage Concepts, Mr. Jonas began a quest to revitalize blighted properties in the city of Philadelphia - where he was born, bred and educated. This venture rapidly grew into The HOW Group, a highly respected real estate firm that focuses primarily on urban real estate development/acquisitions, construction, property management, real estate and lend ... (view full description)

Steven Kachanian

Managing Principal
Klosed Properties

Steven Kachanian is a real estate professional with a proven track record in the field. He is the founder and Managing Principal of Klosed Properties, a vertically integrated real estate platform for commercial and residential investments in the New York metro area and in select global markets.  As a tight-knit and nimble family firm, since 2007 Klosed Properties has completed over 95 transactions and invested over $650,000,000 purchasing retail condos, mixed-use and multifamily buildings.  Bluesky Group is the asset management arm of Klosed properties. It focuses in the acquisition and management of multi-family and mixed-use properties in all the five boroughs of Ne ... (view full description)

Newton Kershaw III

Principal and Head of Investments & Finance
Elm Grove Companies

Newton acts as CEO and head of investments and finance for Elm Grove Companies. Elm Grove Companies owns and manages a multifamily portfolio in New Hampshire and Massachusetts which consists of in excess of 1600 apartments.  Newton is formally educated in Economics and Finance having graduated Magna Cum Laude from Syracuse University and with honors from an overseas program of study in International Finance and Banking at Oxford University. He has completed the Harvard Business School Real Estate Executive Seminar.
 
His career started in the investment banking industry in New York City at Lehman Brothers where he worked in the mortgage trading group securitizing residential mortgage backed ... (view full description)

Mikael Levey

Founder & CEO
JEM Holdings

Mikael is the founder, owner, and CEO of JEM Holdings, a New York City-based real estate investment company focused on acquiring and developing multifamily properties in the Southeast. In addition to JEM’s value-add multifamily portfolio, JEM is currently growing its office portfolio, developing multifamily, and through its subsidiary, JEM Joint Ventures, redeveloping several hotels. Mikael oversees all aspects of both JEM Holdings, JEM Joint Ventures and is the Co-CEO of Fortis Property Management.

Lesley Lisser

Director-Asset Management
Invesco Real Estate

Lesley Lisser joined Invesco Real Estate as a Director, Senior Asset Manager in June 2012.  As the Northeast Regional Head of Invesco’s national multi-family platform, Lesley oversees approximately 3,000 units from Charlotte to Boston.  Her responsibilities include managing and further developing the Instrata Lifestyle Portfolio, consisting of five properties totaling 900 units located in New York City as well as affiliate properties located throughout the US and UK.  Prior to this appointment in July 2016, she ran an office, industrial, multifamily and retail portfolio in New York, New Jersey and Pennsylvania.  She has over 25 years of real estate asset management experience, includ ... (view full description)

Charles Manna

Managing Director
Bank of America Merrill Lynch

Michael May

President
Silverstein Capital Partners

Michael May is the President of Silverstein Capital Partners (“SCP”).  Mr. May is focused on providing senior loans, bridge loans, subordinate loans, and rescue capital to borrowers on shovel-ready ground-up construction, heavy value-add repositioning, lease-up projects, land, and inventory loans on completed condominium projects.  SCP is targeting office, industrial, residential and retail properties with a minimum $25 million investment.  SCP is capitalized by two global institutional investors with established track records in the U.S. real estate market, and Silverstein Properties, Inc.   Previously, Mr. May was a founder and Chief Operating Officer of Cantor Commercial Real ... (view full description)

Sean Mitchell

Co-Founder, Chairman
REZI

Ed Modzel

Managing Member
Gimme Shelter Capital

Robert Nelson

President
Nelson Management Group

Robert S. Nelson, a long-time owner and operator of apartment buildings across New York City, serves as the President of New York-based Nelson Management Group, Ltd. He is also one of the founding partners of the real estate investment firm, Global One Investments, LLC. During his 30 year career, Mr. Nelson has owned and managed more than 8,000 units of multifamily housing. He also has widespread experience in the field of real estate development and ground up construction, with his most recent work on the construction of two new mixed-income towers located along Story Ave encompassing 435 units of housing in the Soundview section of the Bronx. In his tenure, Mr. Nelson formed th ... (view full description)

Eric Newman

Treasury Manager
City of Stamford

Eric serves on the City of Stamford Investment Advisory Committee.  He is responsible for treasury, investment management, pension fund administration and accounting.  He participates in the management of the City’s Public Private Partnership portfolio.  The portfolio includes a highly leveraged Real Estate Qualified Active Low-Income Community Business Partnership (QALICB) that monetarized IRC §47 Federal Historical Tax Credits and §45D New Markets Tax Credits and several Tax Increment Financing (TIF) redevelopment, infrastructure, and improvement projects.   Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Price Waterhouse and Soros Fund Management. ... (view full description)

Martin Nussbaum

Principal
Slate Property Group

Martin Nussbaum is a co-founding principal of Slate Property Group. Martin has over 20 years of real estate investment, development and operational experience throughout the United States. He oversees the strategic vision behind the company’s multiple business platforms, investment decisions, capital market relationships and execution of its portfolio. Throughout his career, he has acquired over $8 billion worth of real estate in all asset classes. Prior to Slate, Martin was the co-founder and managing partner of Silverstone Property Group, a full-service real estate owner and operator that purchased over $1 billion of New York real estate assets. Prior to Silverstone, Martin worked for a fa ... (view full description)

Mitch Paskover

Managing Partner
Trion Properties

Mitch Paskover, co-founder of Trion Properties, has responsibility for the financial activities of the firm, including work on acquisitions, dispositions, asset management and expansion planning. Paskover brings his 18 years of experience in the multifamily industry to bear on this role. Since co-founding Trion in 2006, he has helped direct the acquisitions of 42 properties consisting of over 2,050 units valued at $350 million. He was also instrumental in the raising of Trion’s first fund, Trion Opportunity Fund I. During the course of his career in commercial real estate, Paskover has been involved in over $2 billion in commercial real estate transactions. Prior to co-founding T ... (view full description)

Thomas Peloquin

Principal
PGIM REF

Justin Piasecki

Managing Partner
Lev Capital

Justin R. Piasecki is a Managing Partner at Lev in their New York City headquarters. His area of expertise includes arranging First Mortgage Debt, Joint Venture Equity, Mezzanine and Preferred Equity financing, the sale of performing/non-performing loan portfolios and securing lines of credit for bridge lenders. Prior to joining Lev, Mr. Piasecki was a Principal at Avison Young in the Debt, Joint Venture and Structured Capital Group, where he closed over $6 Billion in commercial real estate loans, during nine years with the firm. Before Avison Young, Mr. Piasecki was a Senior Vice President at The Carlton Group for five years, a global real estate investment banking firm, where he was ... (view full description)

John Prins

Managing Director
CoreVest

John Prins is a Managing Director at CoreVest Finance, the leading lender to residential real estate investors nationwide. As one of the company’s top producers, Prins has played a large role in the growth of CoreVest (formerly Colony American Finance). He has extensive knowledge in appraisals, valuation, underwriting, capital markets and mortgage origination management for residential and commercial finance. Prior to CoreVest, Prins worked at AmCap Incorporated, Gemstone Hotels, and is a graduate of Cornell University.

 

Remy Raisner

Founder & CEO
The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group, a real estate investment firm headquartered in New York City. Under his leadership, The Raisner Group has raised capital domestically and internationally since 2009 to pioneer investments in the urban renewal of Brooklyn.  It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments.  To date, it has purchased and repositioned over 30 properties with a vision to contribute to the reshaping of the local urban landscape, hand-in-hand with local stakeholders and communities. Most of the firm’s acquisitions have taken pl ... (view full description)

Elie Rieder

CEO and Founder
Castle Lanterra Properties

Elie Rieder is the Founder and Chief Executive Officer of Castle Lanterra Properties. An active real estate investor, owner and manager since 1998, Mr. Rieder has been directly involved in acquiring in excess of 15,000 multifamily units and has invested across the real estate spectrum including in residential, office, hospitality, retail and parking. Mr. Rieder specializes in value-add acquisitions, where property performance can be enhanced through multiple operational and capital improvements. His investments have shown a strong history of success in improving both the quality of life for the tenants and the cash flow to the owner through upgrades to unit quality, community amenities, and ... (view full description)

Mariam Rogers

Director, Multifamily Sales
Brivo

Mariam Rogers is currently the Director of Multifamily Sales for Brivo. She began her career in pharmaceutical sales and service before transitioning into the hospitality space. During her tenure at RxAmerica, Mariam led national support and sales teams, who specialized in the assistance of rebates, qualification and adjudication of all medication and prescription claims between the insurance providers and end users. While managing the properties of Mr. John Huntsman Senior, Mariam oversaw all aspects of the properties, including housekeeping, security, lease-up, sales, ground crews, maintenance, concierge services, and customized programs. Prior to joining Brivo, Mariam served as Director o ... (view full description)

Keith Rosenthal

President & CEO
Phoenix Realty Group

Keith B. Rosenthal oversees PRG’s daily operations, business development opportunities, strategic planning and implementation.  In addition, Mr. Rosenthal is a member of the PRG Investment Committee.   Prior to co-founding PRG, Mr. Rosenthal was the founder and President of Lehman Housing Capital, the first housing tax credit syndication firm on Wall Street.  During his tenure at Lehman, Mr. Rosenthal administered over 20 public and private affordable multi-family housing funds, raised over $1 billion of equity for partnerships with over $2.25 billion in assets, created the tax exempt bond conduit program at Lehman, and formed significant joint ventures with community-based devel ... (view full description)

Paraag Sarva

Co-Founder & CEO
Rhino

Paraag Sarva is the CEO/Co-founder of Rhino and a builder of products and services that give renters a more affordable way to live in the homes they want. Since its founding in 2016, Rhino has made it a mission to replace cash security deposits with low-cost, affordable insurance. The product is now offered in over 1 million homes across the United States. Previously, Paraag led a property management and development company with over $100 million in assets and learning firsthand the pain points he’d go on to address with the creation of Rhino. He also ser ... (view full description)

Anthony Scandariato

Co-Founder & Managing Principal
Red Knight Properties

Red Knight Properties is a boutique multi-family and mixed-use real estate investment & property management company with a track record of building portfolios that deliver dependable cash flow and equity upside. By pooling our capital together, along with a select group of other investors, we can offer nimble capital for real estate equity investments. Our value-add approach allows us to deliver strong returns to our investors. We target value-add multi-family and mixed use properties, and create significant equity by increasing cash flow and forcing appreciation through capital improvements. Our residents and tenants are the lifeblood of our assets. We strive to create vibrant com ... (view full description)

Andrew Schnissel

Director
We Lend LLC

As a Director at We Lend LLC, Andrew focuses on raising capital and nurturing investor relations. His wealth of knowledge spans not only the Commercial Real Estate (CRE) financing industry, but also the world of residential real estate financing. Prior to joining We Lend, Andrew worked as a Managing Director at Leviathan Capital where he structured and financed commercial transactions across the nation. During his time at Leviathan, Andrew grew an extensive network of contacts within the CRE space, and spoke at numerous real estate conferences.  Before Leviathan, he also helped start an asset-based lender in Great Neck, NY, and represented major real estate lenders at a boutique law fi ... (view full description)

Keith Schwebel

Founder & CEO
KSNY

KSNY is a Real Estate Development company led by Keith Schwebel.  Mr. Schwebel has spent his career in Real Estate Development, Hospitality and Construction.   KSNY is co-developing the subject 122 unit, 43,000 SF micro-apartment project in Jersey City, NJ called Nest Micro Apartments.   The project features innovative and intelligently designed pre-furnished units featuring transformable furniture that allows for the small spaces to functions like spaces twice the size.  Nest Micro Apartments will be targeting young professionals who work in New York City but are priced out.  Upon granting approval of our plan, the Chairman of the Jersey City Planning board stated, “Lady’s and G ... (view full description)

Donato Settanni

Managing Partner
DXE Properties

Mr. Settanni’s past experience includes Oxford Properties in New York City. There he was the Senior Project Manager for Oxford’s flagship development project St. Johns Terminal, a $2 billion dollar re-development project in Manhattan’s West Village neighborhood. Prior to the acquisition of St. John’s Mr. Settanni worked on Hudson Yards, the $20+ billion dollar mega project on the far west side of Manhattan. Prior to joining Oxford Properties, Mr. Settanni spent over 3 years with Macklowe Properties as a Project Manager on 432 Park Avenue. In this role, Mr. Settanni was responsible for residential unit and amenity turnover and successfully managed the closi ... (view full description)

Manish Shah

Principal
Palladius

Manish Shah is a Senior Managing Director at Palladius Capital Management, where he focuses on real estate investment origination and management. Mr. Shah also oversees legal matters for the firm. Previously, Mr. Shah served as a principal and manager of numerous New York City area real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR), where he was responsible for business and real estate acquisitions and divestitures. He began his career in the investment banking divisions of Bear Stearns and Morgan Stanley. Mr. Shah currently serve ... (view full description)

Saurabh Shah

Co-founder
InstaLend

Saurabh Shah is the co-founder of InstaLend - a nationwide tech-enabled real estate lender. Instalend provides fast, affordable and convenient capital to real estate developers.   Saurabh has over ten years of experience in real estate investing, transaction structuring and asset management. He has worked with institutional and entrepreneurial sponsors across construction financing, bridge financing and perm loans (single family; multifamily and mixed-used assets).   Saurabh is a graduate of New York University with a master’s degree in finance and risk engineering. He is an active member of Forbes Real Estate Council. ... (view full description)

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity and mezzanine debt. W5 Group has permanent capital, a flexible mandate and se ... (view full description)

Jeffrey Simpson

Managing Partner
Arch Companies

Jeff oversees all operations, creates the strategic vision and manages all investment decisions. With a focus on multifamily investment, he has actively managed over $2 billion of real estate assets across the United States. His investments have included strategic repositioning, rehabilitation, and ground-up development projects. Given his active investment style, Jeff has led every part of the real estate lifecycle including acquisition, development, financing, marketing, lease-up, operations, and dispositions. Key professional accomplishments include: o Served as CEO of Greystone Development from 2013 - 2017. During his tenure, he grew the portfolio from a one to two development deal ... (view full description)

Paul Sloate

Chief Executive Officer
Green Drake Advisors

Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors.  He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, wealth planning, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management.  Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years.  In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research. Mr ... (view full description)

Aryn Spahr

Principal
SI Capital Group

Bill Staniford

CEO
Qira

Bill Staniford is a former United States Marine Corps Cryptologist and a real estate technology pioneer. He was the CEO of PropertyShark, which was sold to Yardi Systems in 2010, and Urbint, a real estate data machine-learning platform. Bill is currently the CEO for Qira, a financial services platform for the property management industry, and co-Chair of Entrepreneurship and Innovation at the Queens Chamber of Commerce. Bill has appeared on CNBC and Fox Business News commenting on NYC real estate and National Security and is a licensed real estate instructor in New York State. 
 

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

Kevin Swartz is a Managing Director at BrightSpire Capital, Inc. (f/k/a Colony Credit Real Estate, Inc.) where he heads originations for the Northeast and Midwest regions. Prior to joining the predecessor to BrightSpire in 2018, Mr. Swartz was Head of US Real Estate Lending at Rothesay Asset Management where he was the first employee in the US office to make US CRE portfolio loans on behalf of Rothesay Life.  Mr. Swartz has previously worked in the large loan groups at Morgan Stanley, Wells Fargo and UBS. Mr. Swartz received a Bachelor of Arts degree from the University of California, Berkeley and a Masters in International Political Economics and a Juris Doctor from ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

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

David Valger

President
DVO Real Estate

Mr. Valger is a seasoned real estate private equity executive with more than 20 years of experience managing people, originating, structuring and underwriting real estate and corporate private equity transactions.  Mr. Valger has been personally responsible for originating and closing in excess of $6 billion (in total capitalization) of real estate transactions.  Mr. Valger founded DVO to invest in multifamily real estate opportunities nationally with a focus on ‘gap’ equity investment structures.  DVO Real Estate is a private real estate investment firm focused exclusively on providing equity solutions for middle-market, multifamily investments in select markets across the Unite ... (view full description)

George Vallone

President
The Hoboken Brownstone Company

As President of The Hoboken Brownstone Company (HBCo) -- a multi-faceted real estate development firm active along New Jersey’s Hudson River “Gold Coast” -- George Vallone, along with his friend and Business Partner for over 37 years - Chief Operating Officer Daniel Gans, has compiled extensive experience in urban housing through a socially conscious approach to development.  Their mission statement is “Quality real estate development means quality community development.”   His firm has been responsible for renovating brownstones, brick row houses and has built mid-rise and hi-rise condominiums in Hoboken and Jersey City. His development companies specialize in large mixed-use Br ... (view full description)

Holly Williams

Founder & CEO
Keepmore.com

Keepmore.com works with the best syndicators in the business to bring passive real estate investment opportunities to accredited and sophisticated investors.  To date, we have co-syndicated over 20 multifamily apartment communities,  encompassing over 4500 units with a combined valuation of over $400 million.  Holly Williams, principal of MQ Ventures, has been a real estate investor for over 20 years.  Her active real estate portfolio includes rental apartments in Brooklyn, NY, single-family homes in the New Orleans, LA Region and Upstate New York, and passive investments in Texas, Tennessee, Florida, and South Carolina. She holds a BA and an MA in Advertising Communications from Texas ... (view full description)

Keenan Williams

CoFounder & President
REZI

Keenan D. WiIliams, a Florida A&M University graduate, earned a bachelor's in Business Administration with a concentration in finance and minor in journalism. In 2009 he began his career in New York as a fixed income salesperson and by 2010 was selected to be a part of CBRE's Wheel Program class. He worked on the Loan Sales team and Debt & Equity Finance team as a Multifamily Mortgage Broker originating over $700M in structured loans. After which he moved on to Torchlight Investors, a $3B Debt Opportunity Fund where Keenan was responsible for buying CMBS B-Pieces and lending throughout the capital stack on Multifamily assets nationwide. Before co-founding REZI, Keenan lead an institu ... (view full description)

Teodora Zobel

Executive Vice President, Acquisitions
MIDWOOD Investment & Development

Teodora is responsible for all aspects of Midwood's investment strategy including sourcing, evaluating, and structuring new acquisitions, as well as long-term capital planning. Prior to joining Midwood, Teodora worked at Cushman and Wakefield in the Global Consulting group where she focused on real estate optimization strategies for a broad range of clients such as the City of Toronto, Verizon and Mount Sinai Hospital. Teodora started her career in the Economic and Valuation Consulting group at KPMG LLP. Teodora received her MBA from NYU's Leonard N. Stern School of Business and a dual bachelor’s degree in Finance and Accounting from Lehigh University's College of Business and Economics. Teo ... (view full description)
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Event Contacts for 4th Annual Middle-Market Multifamily Forum (Northeast)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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