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Dirk Adams

Investor Portfolio Funding

Thibault Adrien

Lafayette Real Estate

CEO and Founder of Lafayette Real Estate (New York) - Lafayette RE LLC is a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manage more than 2,000 single family rental homes and 150 vacant lots, mostly located in Florida, Georgia and Arizona. Lafayette RE also provide loans to fix & flip investors in the markets it operates its rental strategy. Thibault was previously a Vice President at Fortress Investment Group, in the Private Equity Area in New York and is a member of the Paris Bar Association. 

Larry Arth

Founder & CEO
Equity Builders Group

Larry Arth — is an international recognized broker, speaker and trainer, who understand we are now in a global economy. Larry bought his first real estate investment at age 15 with proceeds from mowing lawns. He now uses his 30+ years of passion in real estate to be the driving force behind his career and life choices. Assisting hundreds of people to realize their dreams of owning, and investing in real estate he is known for putting the real in Real Estate.

John Bartling

President NRHC
National Rental Home Council

Former President and CEO of Invitation Homes

Dan Bathon

Co-Founder & CEO
VineBrook Homes, LLC

Dan is the co-founder and CEO of VineBrook Homes one of the earliest investors in the SFHR business. Since 2007, with institutional investment funds,  VineBrook has grown to over 3,300 + homes predominantly in the Midwest. The company is a completely vertically integrated SFRH investment business from acquisition, rehab, stabilization, property management & disposition.  VineBrook’s strategy has always been yield focused.   In 2000, Dan founded Windspeed Ventures and currently serves as general partner and chairman, an early stage technology venture capital firm based in Boston. MA. Windspeed led the A Round financing for VistaPrint in 2000 which IPO'd in 2005. H ... (view full description)

Gary Beasley

CEO & Co-Founder

Gary co-founded Roofstock in summer 2015 and assumed the role as CEO to build an Internet marketplace focused on the $2 trillion single-family rental (SFR) sector.  Prior to Roofstock, Gary was CEO of Waypoint Homes and co-CEO of its successor company Starwood Waypoint Residential Trust (NYSE: SWAY), where he established himself as one of the leaders of the sector as institutional capital began to transform its landscape.  Prior to joining Waypoint, Gary served as both an operating executive and principal investor across a wide range of industries including hospitality, real estate, consumer Internet, and cleantech. After helping orchestrate Geolo Capital's controlling investment into Joie d ... (view full description)

Mike Bednarski

Managing Partner
Broome Capital

Broome Capital, LLC. is a Tampa-based real estate investment firm specializing in the housing sector across the Southeast. Broome Capital owns Proluxe Properties and Icon Residential, two platforms that invest in the SFR space and develop urban infill housing, respectively.  Mike Bednarski is a Principal of Broome and a 2nd generation operator/investor with extensive operational experience.  Mike's degrees include a University of Florida B.S. Building Construction, M.S. Business Management; and Columbia University M.S. in Real Estate Development.

Carl Bell

Senior Managing Director
Invictus Capital Partners

Carl Bell is a lead investor with Invictus Capital Partners with over 24 years of institutional asset management experience. Mr. Bell is focused on the identification, sourcing, and management of credit investments drawn from the full spectrum of consumer, real estate, and corporate obligations. Mr. Bell has developed substantial sector expertise in the area of structured credit instruments, including high yield and distressed real estate credit. Previously, Mr. Bell co-founded Five Ten Capital, an alternative asset manager focused on deploying equity and debt capital into the single-family rental market segment. Five Ten was subsequently sold to a large mortgage and real estate investor. He ... (view full description)

Doug Bendt

Senior Manager, Product Development

At Rent Range, Doug is in charge of finding new applications for its data assets, developing new solutions for its clients, and communicating Rent Ranges unique views on the single-family rental industry. He was previously Director, Mortgage Securitization Research at Deutsche Bank, where his main focus was supporting the Banks lending and securitization efforts for institutional investors in single-family rentals. His prior positions included Director of Research for C-BASS, the largest investor of subordinated nonagency mortgage securities. Doug also was the Founder and President of Mortgage Risk Assessment Corporation, which developed Home Price indexes ... (view full description)

Fuquan Bilal

National Note Group, LLC

Fuquan Bilal is both president and fund manager for National Note Group LLC. (NNG).  Fuquan founded NNG with the principal mission of capitalizing on the growing supply of mortgage notes in the interbank marketplace. The primary objective was to deliver high yield investment returns to investors while creating winning solutions for homeowners in distress. Fuquan utilizes his more than 17 years of residential and commercial real estate success to identify real estate opportunities, capitalize on them.  His financial acumen and proprietary set of investment criteria enables him to purchase underperforming mortgages at a deep discount from face and market value that he can successfully renegoti ... (view full description)

Leonard Blangiardo

Managing Director & Principal
DRA Asset Management / Domaine Realty Advisors Inc.

DRA Asset Management and its core SFR partners are middle-market operators with stabilized holdings in Texas and Florida.  They are currently exploring leveraged growth and consolidation scenarios with similarly aligned regional and national concerns that also strive to maximize scalable efficiencies for continued portfolio growth within several Florida markets and into selected Arizona, California and Nevada markets. During the latter part of his multi-disciplinary 23-year real estate career, Mr. Leonard Blangiardo has been a Principal with Domaine Realty Advisors, Inc. Domaine Realty Advisors was a regionally focused boutique real estate investment banking firm whose core busin ... (view full description)

Stephen Blevit

Sidley Austin LLP

Stephen D. Blevit is primarily involved in structuring, negotiating and documenting complex business transactions involving both debt and equity. Mr. Blevit’s clients include Wall Street banks, special opportunities hedge funds, private equity funds, private debt funds, and corporations. Mr. Blevit’s transactions cover a variety of industries and, in particular, Mr. Blevit is known for his work in transactions involving residential non-performing mortgage loans and REOs. Prior to joining Sidley, Mr. Blevit worked for billionaire entrepreneur, Eli Broad, as the Assistant to the Chairman of SunAmerica Inc. While working for Mr. Broad, he handled mergers and acquisitions and corporate dev ... (view full description)

Dave Bragg

Managing Director
Green Street Advisors

Dave leads Green Street's Residential Research team, covering the apartment, self-storage, student housing, manufactured housing, and single-family rental sectors. He is a member of the National Multi-Housing Council (NMHC). Prior to joining Green Street in 2013, Dave developed and led the REIT effort at Zelman & Associates. Before that, he was a member of the REIT teams at ISI and Merrill Lynch. Dave earned his B.A. in International Relations from Tufts University and M.A. in International Business from the University of Florida.

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Experience: Mr. Braha has been the managing member of Berkley Acquisitions LLC, a commercial real estate acquisitions company, since April 2008. Mr. Braha has explored various commercial trade opportunities in more than 50 countries. Mr. Braha has over 20 years of experience in the real estate industry, including raising capital as a developer and lead syndicator of commercial real estate as a principal, developer and property manager. In addition, he has arranged lease transactions, acquired multiple types of commercial, residential and industrial properties, and consulted and co-invested in various types of real estate. Mr. Braha has acquired, owned, managed, and operat ... (view full description)

Timothy Braseth

ArtCraft Homes, LLC

Tim Braseth has been flipping single-family homes in Los Angeles since 2004. With his first company Willow Glen Partners, he focused on the luxury market and is best known for his widely published restoration of the historic Pasinetti House. Since founding ArtCraft Homes in 2010, Tim has been buying and rehabbing distressed properties in Los Angeles’ older, rapidly gentrifying neighborhoods. Leveraging his previous experience as an advertising and marketing executive, Tim pursues a consumer branded strategy targeting the young, affluent, “millennial” buyer. ArtCraft's finished homes consistently generate fierce competition among buyers, get higher than average sale prices, and deliver enhanc ... (view full description)

Daniel Breslin

Diamond Equity Investments

Jesse Brewer

Cincy Area Properties

Doug Brien

Co-CEO & Co-Founder
Mynd Property Management

Doug Brien is endlessly curious about property management innovation and passionately committed to building solutions for the real estate arena. Prior to being Co-Founder/CEO of Mynd, he was CEO of Starwood Waypoint Homes, (NYSE: SWAY), and grew the company to 500+ staff members, managing over $3 billion in rental properties across the country. He was named Ernst & Young Entrepreneur of the Year in 2014, and Goldman Sachs Top 100 Most Innovative Entrepreneurs in 2012. Doug is also a former NFL placekicker who won the Super Bowl XXIX championship as part of the San Francisco 49ers in 1994. When Doug’s not obsessing over real estate and challenging tradi ... (view full description)

Ben Brunson

Vice President National Sales
Pro Teck Valuation Services

Ben is the Vice President of National Sales for Pro Teck Valuation Services. Pro Teck is a nationwide provider of valuations in the NPL/RPL and MBS space as well as functioning as a National AMC in all three verticals of Origination/Servicing/Capital Markets. Our Products range from data and analytics, to broker price opinions to hybrid appraisals, and a full suite of traditional appraisals. We are also one of only two approved valuation companies with the Rating Agencies and exclusively do all of the GSE securitizations. Pro Teck’s client base includes Goldman Sachs, Bank of America, Chase, Bayview, Fannie Mae, Freddie Mac, and multiple other top institutions across the mortgage industry. V ... (view full description)

David Buttross

Buttross Properties

David Buttross is the owner and operator of Buttross Properties and a licensed real estate and mortgage broker and banker. He is a residential and commercial real estate investor and owns an $80 million real estate portfolio with $50 million in real estate notes and $30 million in real estate, which consists of office buildings, apartment complexes, residential properties, grocery stores, warehouses, hospitals, hotels, churches and schools. David purchases bulk REO properties and buys pools of 1st and 2nd lien mortgages. Along with real estate investments, David is always looking for an opportunity to lend money for and purchase distressed real estate. He has purchased more than 1,000 pro ... (view full description)

C. Jay Byce

Managing Partner
American Housing Ventures (AHV)

Mr. Byce is the Managing Parner of AHV (Southeast), an institutional investment company focused on building highly amenitized residential rental communities across the country.  He is resposnible for identifying new investment opportunities and the coordination of acquisiton, development and construction activies in cities including Miami, Atlanta, Nashville, Charlotte and Raleigh, just to name a few.   His previous experience includes serving as Senior Vice President handling national strategic planning and execution for the start-up and growth phases of three single family REITs including Colony American Homes, American Residential Properties and Altisource Solutions, which now ... (view full description)

Becky Cao

Managing Director - RMBS
Morningstar Credit Ratings

Becky Cao is a managing director of residential mortgage-backed securities (RMBS) ratings and research for Morningstar Credit Ratings, LLC. She is responsible for development, implementation, and maintenance of the ratings and surveillance process for RMBS and single-family rental securities.Before joining Morningstar in 2012, Cao worked for another rating agency for 11 years where she was responsible for analyzing RMBS in both new issuance and surveillance capacities. Previously, Cao worked for Pedestal Inc., a mortgage trading firm on Wall Street.Cao holds a bachelors degree in English from Beijing Foreign Studies University and a masters degree in business admin ... (view full description)

Jay Caplan

Managing Director
LJ Capital Partners

Richard Cardenas

President of Field Operations
Gorilla Capital

Richard Cardenas currently serves as Gorilla Capital’s President in charge of all field operations within the United States. Gorilla Capital is a privately held investment fund with a focus on distressed real estate assets, including Judicial and non-Judicial foreclosures, REO's, Short Sales, and Non-Performing residential/construction loans. Gorilla Capital is vertically integrated, from acquisitions, to rehab, to marketing and sales, but also executes business through strategic joint venture partnerships with fix & flip operators in various markets throughout the U.S. By buying, redeveloping, and selling properties, Gorilla Capital is actively engaged in the revitalization of neighborh ... (view full description)

Chad Carpenter

Chairman & CEO
Reven Capital

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

Anthony Cazazian

Managing Director
Man Group

Man Group is an active invesment management firm with over $110bn under management across a variety of strategies including both private and public market products.   Anthony Cazazian joined Man Group in Novemver, 2019 as Managing Director for Man's U.S. Residential Real Estate business.  He is responsible for overseeing Man Group's U.S. Residential debt and equity real estate investment strategies with current investments totaling over $1.8bn.   Prior to Man Group, Cazazian served as Chief Investment Officer & President of Portfolio Services for Renters Warehouse, the largest third party single-family rental property management and investment sales company in the ... (view full description)

Oliver Chang

Managing Director
Sylvan Road Capital, LLC

Oliver Chang is a co-founder and managing director of Sylvan Road Capital. Oliver is a thought leader on the topic of institutional investments in distressed single-family housing, having served both investors and government agencies. His housing research is often cited in the media at outlets including CNBC, NPR, Reuters, Bloomberg, the Wall Street Journal and the Washington Post. Before co-founding Sylvan Road, Oliver served as Morgan Stanleys Head of US Housing Strategy and is best known for correctly predicting the trajectory of home prices since 2007. He focused on all aspects of the housing market including home price dynamics, supply and foreclosure issues, dem ... (view full description)

Kelly Chapman

Senior Vice President of Client Management

Walter 'Wally' Charnoff


Expertise - Real estate analytics - Rental market valuations - Securities and real estate investment - Technology design and implementation Years of Experience in Mortgage Industry 15+ Highlights Walter Charnoff is a widely recognized subject matter expert in real estate analytics and rental market evaluation. He has over fifteen combined years of knowledge and competency in the securities and real estate investment technology industries. He has appeared in interviews with CNN, Wall Street Journal, MarketWatch, Forbes, and Investor's Business Daily, and as a panel member and roundtable participant at various industry trade events and strategic partner client confere ... (view full description)

Alberto Chocron

Chief Operating Officer
Transcendent Investment Management

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

I am responsible for growing our investor marketplace through relationships with single-family rental portfolio buyers and sellers nationwide. I also run our property management company acquisitions and strategic partnerships. I come to Renters Warehouse with extensive experience in M&A, sourcing, acquisition, and disposition consulting across the single-family rental industry for both institutional and private equity funds. My clients have ranged from hedge funds working at scale to community-minded socially conscious developers involved in neighborhood stabilization projects. I briefly worked in multi-channel sales for, the online buy-to-rent s ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

Dennis Cisterna

Chief Investment Officer
Lafayette Communities

Mr. Cisterna serves as the Co-Founder and Chief Investment Officer of Lafayette Communities, a SFR investment platform focused exclusively on build-to-rent opportunities across the nation. He is also the Founder and Chief Executive Officer of Guardian Residential, which acquires portfolios of model homes in sale-leaseback transactions with national and regional homebuilders. One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that, he was Managing Director of FirstKey Lending, where he was a part of the executive tea ... (view full description)

Gene Clark

5 Arch

Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law

Bruno Cluzel

Templestone LLC

Greg Coleman

Co-Founder & Managing Partner
Revest Asset Management

Greg Coleman is a co-founder and managing partner of Revest Asset Management, a real estate asset manager based in Delray Beach, Florida. Revest owns and manages a portfolio of single family homes in southeast Florida.

Christopher Crippen

Managing Partner
Azul Asset Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)

Ken Davis

CEO & Founder

As CEO and president of TaskEasy, Ken Davis’ vision of empowering customers to connect with exterior maintenance services as easily as buying products in a store was the driving factor behind TaskEasy’s creation.   Davis is a natural entrepreneur with a successful record of founding and establishing companies. He previously started Exterus Technology Services, an on-demand tech services group, and Oakley Networks, a cyber security company which sold to Raytheon in 2007 for $250 million. Davis continued at Raytheon for more than three years following the purchase in the capacity of vice president of technology. He was primarily focused on due diligence and integration for Raytheon ... (view full description)

Gashar Dixon

Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned bot ... (view full description)

Michael Drew

Real Estate Done 4 U

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

Kevin Dwyer is managing director and head of residential mortgage-backed securities (RMBS) ratings and research for Morningstar Credit Ratings, LLC. He is responsible for development, implementation, and maintenance of ratings for RMBS and single-family rental transactions as well as management of the RMBS analytical team. Before joining Morningstar in 2012, Dwyer had 12 years of experience in RMBS trading, analysis, and ratings. He worked for another rating agency where he rated all types of non-agency RMBS and also spent a number of years at Credit Suisse Group, where he traded mortgage loans, underwrote securitizations, and valued bond holdings. Previously, Dwyer spent tw ... (view full description)

John Earl

Managing Partner
Keystone National Group, LLC

Mr. Earl is a co-founder of Keystone and Managing Partner of the firm. He is active in investment selection, due diligence, and the general management of the firm. Mr. Earl was previously a senior investment banker with Lehman Brothers. While at Lehman Brothers, Mr. Earl was active in evaluating and executing a broad variety of direct investment opportunities and monetization strategies including initial public offerings, secondary equity offerings, recapitalizations and company sale transactions. Prior to joining Lehman Brothers, Mr. Earl held previous investment banking and structured finance positions at Dillon, Read & Co., Inc. and Credit Suisse.

Matt Faircloth

President & Co-Founder
The DeRosa Group

The DeRosa Group LLC (DeRosa) is a developer and owner of commercial and residential property with a mission to “transform lives through real estate." DeRosa, located in historic Trenton, NJ, creates partnerships to finance select real estate investments in New Jersey and Pennsylvania.  DeRosa is a people-focused, boutique development company and are extremely proud of their proven track record of providing safe, profitable investment opportunities to their clients. DeRosa investors are financially savvy individuals who are eager to diversify their portfolios through passive (hands off) real estate investments. Co-founder & President, Matt Faircloth is a seasoned real estate invest ... (view full description)

Rui Falcon

Princeton Asset Management

    Rui is the Founder and Chief Executive Officer of Princeton Asset Management. She oversees the strategic direction of the company and is a member of the investment committee. Ms. Falcon works with various family offices and HNW individuals for asset allocation, strategy selection, securities trading and direct investment. Prior to that, Rui was the Director of Investments at a multi-billion dollar single family office located in Palm Beach Gardens. She was responsible for manager due diligence and selection, and the family office's operations. Her role gave her broad exposure to investment strategies and capital market developments.&nb ... (view full description)

Kathy Fettke

Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Mark Filler

SMS Assist

Mark Filler is founder and CEO of Jordan Capital Finance. Jordan lends in over 40 states and offers fix and flip, long term rental, single family, small multifamily, and new construction loans. We are extremely well capitalized by institutional equity and debt. We provide lines of credit and loans up to $7.5M.

Prior to Jordan Capital, Mark was founder and CEO of Prospect Mortgage and Prism Mortgage. Both companies had over 2,000 employees and their combined loan volume is $125 Billion.

If you want education: University of Michigan and Harvard Law School.

Andrew Flahive

President , Amherst SFR
Amherst Holdings, LLC

Mr. Flahive serves as Amherst’s President of Single Family Equity and leads Amherst's initiative to design and implement debt and equity financing strategies for its rapidly growing Single-Family Rental business. Mr. Flahive joined Amherst from Goldman Sachs, where he’d been since 2004, most recently serving as a Managing Director and Head of the Real Estate Equity Capital Markets Group. Mr. Flahive is a Chartered Financial Analyst (CFA) holder and has a BBA from Texas Christian University.

Patrick Foy

North Point Investments

Patrick Foy, Managing Partner, is a founding principal of North Point Investments. He has participated as developer or broker in over $1.0 Billion in real estate transactions. Since August 2009, Patrick has been responsible for the acquisition, disposition, and renovation of over 50 properties purchased at trustee sales. Patrick has partnered with two high-net-worth individuals and has generated substantial returns in that most recent venture. Patrick established reporting, selection, and renovation criteria that will be used in the future investments of North Point Investments. Prior to founding North Point Investments, Patrick was the managing partner of Brierley Group which owned and oper ... (view full description)

Josh Gehman

Director, Acquisitions

Antoine Gendre

Ameristar Groupe

Antoine Gendre is the owner of Ameristar Groupe, a real estate acquisition, development, and management company specializing in providing stabilized assets to independent investors world wide.  He recently published  Cash flow from day 1, a comprehensive guide for anyone looking to enter the section 8 investment world.  With the management of over 1000 single family homes, his mission is to grow onto all major us markets to allow investors to benefit from Section 8 subsidies and obtain higher returns on investment. 

Steven Gesis

Executive Vice President

Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Steven Glener

SVP/Director of Programming
Information Management Network

Abhi Golhar

Managing Partner
Summit & Crowne

Abhi Golhar employs a "value-added" approach to capitalize on real estate renovation, new construction, and development opportunities in the Southeast United States. As the Founder of Real Estate Deal Talk, Golhar actively educates and works with seasoned debt and equity investors to implement market-driven investment strategies that yield success. His background in engineering coupled with a unique perspective on investing and business development allows Golhar to interface with investors to provide capital, operations, and business development solutions for the firm.

Chris Graeve

Chairman & Founder
RE-build Properties

Brian Grow

President of MCR
Morningstar Credit Ratings

Brian Grow is managing director of residential mortgage-backed securities (RMBS) and asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. He is responsible for development, implementation, and maintenance of the ratings and surveillance process for RMBS, ABS, and single-family rental securities, as well as management of the RMBS and ABS analytical teams.   Before joining Morningstar in 2011, Grow spent 10 years in ABS and RMBS ratings and research at another rating agency. During that time he formed the agency’s RMBS criteria and modeling team, which developed and proposed new ways to identify and model risk in RMBS transactions. H ... (view full description)

James Guajardo

Founder & President
Wealth Investor Network

James Guajardo is a Founder/President of Wealth Investor Network , a full service Real Estate Mentoring and Education company that offers Turn-Key real estate platform including sourcing funds for both the fix and flip and the buy and hold investors. James is responsible for new market and business development for mentoring program throughout the United States. As a seasoned investor/educator, he has successfully implemented over 1100 transactions of single-family properties over $82Million in transactions in recent years. James is the Founder of Wealth Investor Network with investment teamk programs now in Arizona, Texas, Georgia. James majore ... (view full description)

John Gutman

Vice President of Sales & Acquisitions
MACK Companies

John Gutman is the VP of Sales and Acquisitions for MACK Companies, and is responsible for the strategic purchase of all residential properties as well as management of the sales and acquisition staff. John brings with him a passion for real estate investing, a mind for analytics and aptitude for property value assessments. He has sold over $450M in residential assets throughout his career, generating millions in returns for the individual and institutional investors he works with.John Gutman has been named the top producer in Chicago-land every year since 2010 by the Chicago Association of Realtors and Mainstreet Organization.

Albert Hakim

Property Management
City Management Group

Albert Hakim is the founder and CEO of City Management Group which is headquartered in Detroit, MI. City Management Groups extensive knowledge provides our Clients with real estate advice and asset management services from initial acquisition, pre-to-post foreclosure redemption, through final disposition serving clients in the brokerage, asset management, asset stabilization, and disposition market Phases. City Management Group believes there is a better way to provide professional real estate brokerage and asset management services beyond what the traditional market has to offer through extensive advertising throughout the city. His Detroit based team handled over $1.1 billion in dist ... (view full description)

Tom Hallock

Palisades Capital

Tom Hallock, Managing Director – Business Development and Strategy Mr. Hallock has served as Senior Vice President, Director of Alternative Investment since April 2014.  Prior to that position he was SVP Director of Alternative Acquisitions and Conversions, and from November 2011 to August 2012 he held the position of Vice President Acquisitions for California, Nevada and Arizona markets.   Mr. Hallock is responsible for starting and overseeing American Homes 4 Rent investment in the non-performing loan business.  In addition to monitoring and approving investments for the company’s funds he is also a board member of the AMIP Management, LLC, the company’s  joint vent ... (view full description)

Douglas Hannah

Managing Director
Silverleaf Advisors LLC

As the founder of Silverleaf Advisors, Douglas Hannah continues to operate real estate investment strategies that require a disciplined approach to executing an investment plan. In the past 7 years, Silverleaf has successfully been an operator for strategies such as purchasing distressed loans and distressed real estate assets with a business strategy to clean up the asset and unlock the value. The Silverleaf platform historically provided liquidity events for banks needing to offload troubled loans and assets. The team underwrites legal and asset risk mitigation to minimize any downside exposure and manages the entire foreclosure and deficiency process. Today, we focus more on the risk ... (view full description)

Jason Hartman

Founder & CEO

We are an Inc. 5000 Fastest Growing Company in America offering “The Complete Solution for Real Estate Investors,” Jason is a successful entrepreneur, investor, lender and developer who’s owned properties in 11 states, has had hundreds of tenants and been involved in several thousand real estate transactions.

Jason is the host of 20 podcast shows with over 3,000 episodes on wide-ranging topics including economics, entrepreneurship, investing, longevity, travel and more.

He has visited 81 countries, enjoys adventure, fitness and lifelong learning. Access his podcast network and resources at and

Greg Hebner

Managing Director
Community Rebuild Partners

Greg Hebner is the Founder and Managing Director of Community Rebuild Partners and is responsible for the overall strategy and investment management of the firm. Greg founded CRP in early 2011 to fulfill his vision of building an investment vehicle that could deliver outstanding returns to investors while also making a positive impact on local communities. Since its inception, CRP has successfully completed over 225 projects and deployed in excess of $125M of capital. Greg also serves as a Managing Director of Arixa Capital Advisors, LLC and Crosswind Financial where is a portfolio manager of both debt and equity funds and member of the investment committee. Over his ... (view full description)

Denise Helbig

Managing Director
Brickstone Properties and Management

Rob Helmick

Real Estate Solutions

"Realty Rob" Helmick is CEO of Real Estate Solutions an SFR Fix and Flip company in Florida.  They are currently preparing to issue a "Flipping Fund" which will fund Fix and Flip SFR properties in Florida.  Mr. Helmick previously was the CEO of, a publicly traded NASDAQ company he started. He managed several private equity offerings and took ECLG public. He is an attorney and has served on the Board of Trustees of several Universities. Mr. Helmick obtained his BA Degree from Drake University and his J.D. Law Degree from the University of Southern California.

Tim Herriage

2020 REI Group

Tim Herriage is the Founder & CEO of 2020 REI Group, a collection of entrepreneurial real estate investment companies specializing in brokerage, acquisition, disposition, private equity, nationwide financing, and advisory services.  Herriage has been on the leading edge of the real estate investor space for over a decade, founding the REI Expo and previously serving as Managing Director for Blackstone’s B2R Finance and Franchisee & Development Agent for HomeVestors® of America.  Herriage has acquired more than 1,200 single-family investment properties and completed more than $1 billion in real estate transactions, predominately in the North Texas area.  In addition to bei ... (view full description)

Kevin Hochberg

Sidley Austin LLP

Kevin Hochberg has practiced for over 20 years in the area of securitization, representing issuers, underwriters, guarantors and investors in both public and private offerings of asset-backed securities, including commercial paper conduit transactions, Rule 144A and public offerings. His practice involves workouts and bankruptcies as well as new issuances and has covered a wide range of asset classes, including trade receivables, student loans, auto loans, equipment leases, rental car fleets, shipping containers, container chassis, railcars, single family home rental portfolios, utility stranded costs and other rate reduction bonds , whole business securitizations and relocation company rece ... (view full description)

George Huang

Managing Partner
Bridge Tower Partners

Todd Hutcheson


Brew Johnson

CEO & Co-Founder

Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated in the unique concept that is PeerStreet. Prior to PeerStreet, he worked as general counsel at VirtualTourist where he oversaw the companys $85 million sale to Expedia/TripAdvisor. Before that, he was a real estate attorney at Allen Matkins Leck Gamble & Mallory and a technology attorney at Brobeck Phleger & Harrison. At Allen Matkins, Brew advised some of the largest real estate development and investment firms in the country on a wide variety of complex real estate transactions. He continues to advise startups and is an active real estate developer, investor and pr ... (view full description)

Jeremy Joyce

Chief Investment Officer
Tourmalet Advisors

  • Chief Investment Officer, Tourmalet Advisors
  • Member of Board of Directors of Kondaur Capital Corporation 
  • Analyst focusing on small cap bank stocks, Pequot Capital
  • Vice President, Pequot Ventures
  • Senior Associate, PricewaterhouseCoopers
  • BBA in Accounting, University of Notre Dame; MBA in Finance, Columbia University

Sam Kaddah

President & CEO
Liquid Logics

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

Michael Kalis

Marketplace Homes is the nation’s largest broker of new construction homes specializing in providing a trade in solution for clients that build a new home with a partner builder.  Through these builder programs, Marketplace Homes creates inventory of homes at good values. Marketplace Homes manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales.  Our consumer product provides guaranteed rental income to the accidental landlord for upto 6 years if they purchase a new home through our partner b ... (view full description)

Danny Kattan

PIA Residential

Daniel Kattan is a principal with PIA Group USA a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast.  Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Kattan heads PIA’s Capital Markets D ... (view full description)

Jordan Kavana

Founder & CEO
Transcendent Investment Management

Jordan Kavana is the Founder and Chief Executive Officer of Transcendent Investment Management, a diversified private equity investment company specializing in real estate, transportation leasing, a health & wellness investment fund and a consumer genomics company launched in 2015, Personomics.    Mr. Kavana has over 15 years of experience in managing property portfolios and evaluating, structuring and executing real estate transactions in the United States and abroad. He began his career in the finance and operations with one of South America's largest vacation property developers before returning to the United States to analyze real estate investments for Morgan Stanley's p ... (view full description)

Lee Kearney

Southeast Property Investments Network

Lee Kearney owns several Real Estate businesses in Florida that all operate under the SPIN Brand.  He holds a degree in Marketing and an MBA.  Lee began his Real Estate Career in 2004 and has since bought and sold over 7,000 properties.  Southeast Property Investments Network (SPIN) fixes and flips properties all across Florida and the United States.  The SPIN flagship trading company had a sales volume exceeding $50M in 2017. Lee is also has a Real Estate education platform that operates under the FLIP YOUR INCOME brand.  Lee’s training is designed for beginning investors as well as mid-level operators who wish to scale their operations.In late 2013 Lee partne ... (view full description)

John Keeton

Morningside Funding LLC

John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)

John Knab

Managing Director
Americas Housing Alliance

John M. Knab has been appointed Managing Director of Americas Housing Alliance Fund in June 2012; the Company  acquires single-family rental residential properties. The Fund supplies SFR Class B+ homes to those Funds, REITs and investors with turn-key offerings at discounted pricing from valuations. The current cities being serviced are St. Louis, Birmingham, and Chicago. Email me at or call at 801.541.0025.

John M. Knab
Managing Director

Darren Koons

Chief of Operations and Maintenance
Brickstone Properties and Management

Chinmay Kulkarni

Moody's Investors Service

Chinmay Kulkarni is an AVP-Analyst with Moody’s Investors Service in US RMBS New Issuance Team. He is responsible for rating single family rental securitizations as well as securities backed by re-performing loans. Chinmay has also been involved in the development of SFR rating methodology and has authored multiple reports and articles.

Chinmay holds a Master’s degree in Quantitative Finance from Rutgers University and a Bachelor’s degree in Electronics and Communications Engineering from University of Mumbai. He is also a Certified Financial Risk Manager.

Aaron Kuney

Piedmont Asset Management

Mr. Kuney is a real estate investment and operations executive with more than a decade of experience in investment management, capital markets, asset management, portfolio management, brokerage, construction management, and property management across the single-family and multi-family asset classes. In 2010, Mr. Kuney began working with the founders of Sylvan Road Capital and HavenBrook Homes to develop an institutional single family rental (SFR) platform. As Executive Director of Acquisitions at HavenBrook, he oversaw the acquisition of over 4,500 assets across five states totaling approximately $600 million. Most recently, Mr. Kuney founded Piedmont Asset Management, a real ... (view full description)

Merrick Lackner

Rently Keyless

Craig Lasson

SVP, Business Development
Red Bell Real Estate

Mr. Lasson is the Senior Vice President of Business Development for Red Bell Real Estate.  Craig is responsible for business development including demonstrations, trainings and client relations for the family of Red Bell companies.  Craig started with the family of companies in 2007 and has worked in several different positions including the Valuation Department, Property Preservation team, Pyramid Platform system and managing REO properties as an asset manager and sales manager.  Prior to joining the Red Bell family of companies Craig worked as a realtor in the Salt Lake City area.  Mr. Lasson holds a BS from Utah Valley University where he majored in Business Management. 

Fred Lewis

Managing Partner
The Dominion Group

Fred founded The Dominion Group in the fall of 2001.  Fred provides daily management oversight in all areas of each business.  Since entering Baltimore real estate in 2001, Fred has been one of the most active purchasers of distressed properties in Baltimore City and has overseen the renovation of hundreds of projects.  Fred is the founder of Dominion Properties, LLC, an acquisition, construction, and sales company; Dominion Financial Services, LLC, a niche finance company that provides project financing for investment properties; and Dominion Management, LLC, a property management company that manages over 850 single family homes in the Baltimore and Atlanta regions.  ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

David is an active real estate investor as well as a proven entrepreneur and executive with over 25 years of real estate and construction experience. He is currently the Managing Partner of both U. S. Residential Opportunity Fund LP and Intrepid Capital Investments. David has been involved in various capacities in the planning, design, development, and construction of over 5 million square feet of commercial and residential projects.   The primary objective of U. S. Residential Opportunity Fund LP, a private real estate investment fund, is to engage in the business of acquiring, renovating, and owning residential rental properties nationwide. The fund has acquired well over 1,000 ... (view full description)

Don Madden

Chief Executive Officer
Trinity Financial Services, LLC

Don A. Madden Jr. CEO Trinity Financial Services, LLC Coast Capital Investment Advisors, LLC Mr. Madden is currently CEO of Trinity Financial Services and Coast Capital Financial Advisors. Trinity and Coast both headquartered in Newport Beach, CA are real estate investment firms that specialize in the acquisition, property management, investment and sales of distressed properties and mortgage instruments associated with these properties. Trinity and Coast are both focussed on Non Performing second deeds / mortgages.

Dan Magder

Managing Director

Dan is a Managing Director at Carrington, an institutional buyer of NPLs from HUD, the GSEs, and private financial institutions.  Dan was formerly the founder of Center Creek Capital Group, a single family rental fund, and before that he was Director of Investments for Lone Star Funds, a $30B private equity fund specializing in distressed debt. Dan has worked as an investment banker and a Director of Corporate Development at Capital One, where his deals included the $14B acquisition of North Fork Bank. He has spoken about SFR investing at the White House National Economic Council, Harvard Business School, George Washington University School of Business, and numerous industry conferences. ... (view full description)

John Mangham

Epicity Real Estate Services

Kevin Martin

Managing Director
ONEprop, Inc.

Since coming into leadership at ONEprop in 2003, Kevin Martin has revolutionized the company to become one of the leading property management firms in multiple markets across the United States. With a professional background in the technology industry and over 30 years of real estate investment experience, Kevin has the knowledge, the creativity and the expertise to drive ONEprop to stand out in the industry and to provide a higher-quality of service to its clients.  Prior to his career at ONEprop, Kevin spent 20 years helping Fortune 100 companies develop and roll out major operational software initiatives to improve their business processes and increase their profitability. He ... (view full description)

Ron Mass

Managing Principal
Almitas Capital

Ron Mass is managing principal of Almitas Capital. Prior to founding Almitas Capital, Mr. Mass was a senior portfolio manager and head of Structured Product Investments at Western Asset Management in Pasadena, California for 21 years. Mr. Mass chaired the Leverage Products Committee at Western Asset and was on the Broad Market Strategy Committee as well as the Risk Management Committee. Mr. Mass was responsible for management of over $100 billion of fixed income investments in Asset Backed, Commercial Mortgaged Backed and Residential Mortgage Backed Securities and responsible for management of the Public Private Investment Partnership with the US Treasury as well as closed end funds and dedi ... (view full description)

Mark Masterson

Senior Director of Investments

Mark Masterson is the Senior Director of Investments at RealtyShares, an investment platform for real estate developers and operators to secure debt and equity financing to structure the most favorable capital stack. We provide debt and equity financing through either our institutional capital allocations, our thousands of pre-screened high net worth investors, or our strategic partners to raise capital for either debt or equity real estate offerings across the country through our streamlined funding process. Our expertise and familiarity with each capital raise allows us to access the best and most compatible capital structure for our client's deals. Ultimately, with RealtyShares, you can r ... (view full description)

Ryan McBride

Chief Operating Officer
Colony American Finance

Ryan McBride is the Chief Operating Officer of Colony American Finance, a leading provider of term loans and credit lines for residential real estate investors. Previously, Ryan was a Co-Founder and EVP of Acquisitions at Colony American Homes where he led the company’s overall acquisitions efforts. Prior to his roles at Colony, Ryan was a Senior Managing Director at Carrington Investment Services, LLC where he was responsible for directing the firm’s single-family residential rental strategy, capital formation and merger and acquisition efforts. Ryan also spent eleven years in investment banking, most of this time at J.P. Morgan, where he headed the West Coast private capital raising effort ... (view full description)

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)

Missy McCall


Missy McCall brings more than 18 years of investment real estate, property management, and private investment fund management experience to her role as the CEO of one of the country's premiere true turn-key investment real estate providers.  McCall's property management company currently manages 1200 single family homes in the Cincinnati Metro Ohio Market with an average occupancy rate of 98% or greater. A nationally recognized educator, speaker, and author Missy shares her time tested processes, procedures, knowledge, and tools for success in this industry with property investors and managers.  Her methods to simplify the process of rehab, management, and investment property own ... (view full description)

Gary McCarthy

HMC Assets

Gary McCarthy is a Managing Partner and Co-Founder of HMC Assets, LLC (est. 2009) located in Redondo Beach CA. HMC Assets, Inc acquires and manages (default resolution) bulk quantities of non-performing (NPLs) and re-perfroming residential whole loans (RPLs) purchased from Banks, Financial Institutions and U.S. Governmental Agencies (FHA/ HUD), with an emphasis on West Coast states and Florida. The NPLs/ RPLs purchases are held in a number of SPE's (Corona Asset Management) utilizing traditional bank debt and which in turn are subsequently securitized. HMC's partner- Wedgewood, is a fully vertically integrated realty company that manages, rehabilitates, markets and sells the REO utili ... (view full description)

Ryan McFarland

Best Biz Advisors

Over the past decade, Ryan has established himself as a respected expert in the Real Estate Investment market. With many years of previous experience and unparalleled success in the Turnkey Real Estate, mortgage, and marketing industries, Ryan brings a wealth of knowledge in trading performing portfolios of SFR, and marketing to source investors. WHO I WANT TO MEET: Who I’m looking to sit down with is any aggregator/supplier/builder/fund that is interested in buying or selling performing portfolios of SFR. I represent several groups both internationally and domestically that have performing portfolios to sell as well as ... (view full description)

Bruce McNeilage

Kinloch Partners

Bruce W. McNeilage brings more than 25 years of financial and real estate investment experience to his role as Managing Member of Kinloch Partners, LLC and Kinloch Homes, LLC. In the past 12 years, he has invested in more than 450 properties and sold more than 150 properties throughout Georgia, Florida and Tennessee. McNeilage specializes in increasing occupancy rates and lowering operating costs by renovating and managing apartment complexes and large portfolio single family assets. His time tested proprietary techniques help create immediate positive cash flow and long-term growth in value for his properties.  Prior to launching Kinloch Partners LLC and Kinloch Home ... (view full description)

Bill Mecklenburg

SES Insurance Brokerage Services, Inc.

Bill Mecklenburg is the President of SES Insurance Brokerage Services, Inc., a leading provider of technology driven insurance solutions for portfolios of single family residential rental properties and properties held in trust by financial institutions. SES’s technology driven insurance solutions are utilized by 18 of the top 25 banks in the United States and by over 2,400 institutions controlling residential real estate portfolios. Bill was previously the CEO of Redwoods Managers, Inc. and the COO of The Redwoods Group, a specialty insurance organization that The Wall Street Journal and the nonprofit organization Winning Workplaces selected as one of 15 winners of the 2008 Top Small Workpl ... (view full description)

Sharad Mehta

Max Properties

Sharad Mehta grew up in India and moved to US after high school and graduated with his degree in Accounting from Baruch College back in 2005 and has several years of experience in accounting. He worked first for a Fortune 500 Pharmaceutical company and then for one of the largest Accounting firms in the world before setting his sights on real estate investment. Sharad began investing in real estate with a worst-case-scenario proof plan. He used his personal money, not debt, to purchase properties in promising communities. Since then, he has reinvested his money and grown his portfolio to over 50 properties – most of which are owned free and clear. Today, his company, Max Properti ... (view full description)

Shawn Miller

5 Arch

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

Joakim Mortensen

Chief Client Officer & Head of Institutional Loans
Colony American Finance

Joakim Mortensen is Chief Client Officer and Head of Institutional Loans at Colony American Finance, a portfolio company of Colony Capital. Prior to that, Mr. Mortensen was Director of Business Development at LNR Property LLC focused on acquiring commercial real estate loan portfolios and new originations for Auctionfinance (JV between LNR Property and Prior to that, Mr. Mortensen was a Managing Director at Renaissance Companies, an advisory firm to financial institutions and institutional investment firms. Other employers include GMAC Commercial Mortgage, Bayview Financial, and GE Capital. Mr. Mortensen has a J.D./M.B.A. from Nova Southeastern University, an LL.M from Un ... (view full description)

Mahmood Motani

Fund Manager
Highclere Group, LP

As an entrepreneur for over thirty years, Mahmood has engaged in several aspects of real estate investing, such as rehabbing properties, owning a rental portfolio, and conducting short sales. In 2011, Mahmood founded Sena Capital, LLC to trade in residential mortgage notes. After successfully managing several note-investing syndications under that company, Mahmood was able to scale up the business to become Managing General Partner of Highclere Group, LP, his first note investing fund. Mahmood is aiming to launch a second fund in September, 2017. Highclere Group, LP is a private equity fund trading nationwide in mortgage notes of all categories—residential and commercial, perform ... (view full description)

Glenn Mueller

Professor-Franklin L. Burns School of Real Estate
University of Denver

Joe Mueller

Founder and CEO

Joseph Mueller founded TANIS Group LLC in 2003 for the sole purpose of the acquisition, management, and disposition of investment real estate in the Chicago area. Working heavily in the REO field, TANIS Group and Joe Mueller have closed over 3000 REO properties within Illinois and Wisconsin area. Joe has worked with several institutional investors in portfolio building, giving him keen insight into the needs and expectations of these specialized type buyers and their investment strategies. Due to REO to Rental demand, Joe and his team at TANIS formed a full time acquisition team, software policies and procedures, and simplified the purchase, management, and sale process for ease of use for i ... (view full description)

Robert Mulcahy


Your key to innovative solutions that will help grow your business.  At TMG we provide strategic solutions that will help your company meet and exceed its goals.  With an extensive history rooted in the investment property lending industry.  We build upon our experience to help you succeed in today’s competitive marketplace.   Having begun my career in New York with Tullett & Tokyo a financial futures brokerage firm working in the mortgage backed securities and bond futures department.  This background has allowed me to use my knowledge of capital markets & secondary marketing to be applied within the investment lending space.   Most recent years have been a f ... (view full description)

Raj Mulchandani

VP - Head of Business Development
5 Arch Funding

 Raj Mulchandani currently serves as VP of Business Development for 5Arch Funding Group.  Prior to this, he served as VP of Commercial Lending at BOFI Federal Bank, where originated credit facilities for private real estate investment funds and played an integral role in creating a direct commercial bridge lending platform that originated $350 million of loans in its first two years.   Mr. Mulchandani started his career out at KPMG in the Audit and Advisory Practice.  His industry specialization was financial services and his client list consisted of top mortgage banks and subprime lenders.  Mr. Mulchandani earned his B.A. in Accounting and is a licensed CPA in the sta ... (view full description)

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Principal and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 50 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is ... (view full description)

Matt Neisser


Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career.  Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coup ... (view full description)

Charles Nelson

Radius Renovation Group

Charlie Nelson is the Executive Vice President of SGF Contracting Services, Inc., a growing woman-owned re-hab, renovation, and repair services company with a significant presence in multiple states. Our clients include property owners, investors, mortgage servicers and real estate brokers. SGF offers a comprehensive suite of services designed to improve and maintain our clients’ real estate assets with the goal of restoring and enhancing the value of each property on which we work. We excel at providing professional, quality workmanship in an environment of transparency and streamlined communications. A graduate of Purdue University, Charlie has many years of senior ... (view full description)

Cortney Newmans

Director-Business Development
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor ... (view full description)

Dan Niemeyer

Director of Investments

Noah Noonan

Executive Director
JP Morgan Securities, LLC

Beth O'Brien

Chief Executive Officer

Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products.  Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac.  Previously, Beth was Executive Vice President at, where she ran residential capital markets, and was President of, where she ran the financing strateg ... (view full description)

Thomas O'Sullivan

Chief Executive Officer

Residential Investor One™ is a new cooperative that provides integral services and products to real estate investors. Our cooperative offers members the necessary tools for finding, acquiring, financing, rehabbing, renting and selling investment properties, while improving the efficiency and productivity of their operation.

Jon Olsen

Senior Vice President & Head of Capital Markets
Invitation Homes

Senior Vice President, Finance & Head of Capital Markets Dallas, TX   Jon Olsen serves as Senior Vice President, Finance and Head of Capital Markets for Invitation Homes (NYSE: INVH).  Reporting to the Chief Financial Officer, Mr. Olsen leads the Financial Planning & Quantitative Analysis Group, a team of 18 professionals responsible for all Capital Markets, Financial Planning & Analysis, and Business Analytics activities.  Mr. Olsen also has significant responsibility for the evaluation and execution of various strategic initiatives.    Since joining Invitation Homes in June 2012, Mr. Olsen has been responsible for the execution of over $23 billion ... (view full description)

Kevin Ortner

President & CEO
Renters Warehouse

President and CEO of Renters Warehouse, Kevin Ortner first joined the company in 2009 as a franchisee for the Phoenix region. After the retirement of founder Brenton Hayden, Ortner went on to take the reins of the company, helped see it through monumental growth and helped double their total number of franchisees in the country since 2013. In 2015,  Kevin was honored with both an American and International Stevie Business Award for his achievements as Executive of the Year. With Kevin at the helm, Renters Warehouse secured elite honor roll status on the prestigious Inc. 500|5000 list of fastest growing privately held companies in America for its sixth consecutive year.     Kevin’ ... (view full description)

Courtney Ozaki

Senior Manager
Brickstone Properties and Management

Vincent Pace

Albeca Financial

RJ Palano

Director of Acquisitions
Buy Cash Flow Properties

R. J. Palano has acquired and sold properties in 12 states and over 50 cities throughout the U.S.A. He bought his first house in 1977 and started acquiring foreclosures in 1979 in Western New York. By the late 1980's he owned and managed over 300 houses. Mr. Palano's property management experience spans over 40 years and he's been involved in over 3,000 real estate transactions.   Currently R. J. Palano is the Acquisitions Director of Buy Cash Flow Properties, a Tampa-based company that primarily provides turnkey houses for investors in the metropolitan Atlanta and Tampa Bay areas. Since 2012, Buy Cash Flow Properties has acquired and sold over 1000 houses in the Atlanta area to ... (view full description)

Shea Pallante

Sprout Mortgage

Shea Pallante is the Executive Vice President of Sprout and Recovco Mortgage, the leading provider of rental and Non-QM loans. Previously, Shea was Managing Director at CIVIC Financial Services where he helped the one time start up become an industry leader in originating business purpose loans. Shea has over 15 years of experience in the residential mortgage industry with a focus on sales, acquisitions/dispositions, asset management, and strategic planning. Shea holds a degree in Labor Law from Pennsylvania State University.

Michael Peerson

Wells Fargo Securities Banker
Wells Fargo

Gideon Pfeffer

Managing Partner

Gideon Pfeffer has been involved in opportunistic real estate investing for more than a decade. Beginning in finance and mortgages he quickly transitioned to residential development where he built multiple successful real estate and related companies.    His latest venture, GSH Group LLC, focuses on acquiring workforce housing properties. This under served market segment consists typically of apartment complexes built between 1960 and 1990. GSH targets properties with 200 or more apartment units that can be acquired at prices well below replacement cost. Properties typically have high occupancy but also show opportunities for increased revenues through management efficiency and r ... (view full description)

Jonathan Philips

Managing Director
Anka Funds

Jonathan Philips - Managing Director. Mr. Philips is a Managing Director and a founding partner of Anka Funds ( While at Anka, Mr. Philips has personally sourced, underwritten and managed hundreds of separate transactions. Prior to Anka, Mr. Philips was a Partner at Cherokee Investment Partners, a real estate private equity family of funds focusing on the acquisition of distressed real estate that grew from $250mm to $2bn during his tenure. He founded the Community Revitalization Initiative, a national partnership with US Conf. of Mayors, the official organization of mayors, to furnish capital and expertise to distressed real estate in cities across America. Previously, he ... (view full description)

Thomas Poe

First Vice President
B2R Finance

Thomas Poe is a first vice president at B2R Finance where leads the development and implementation of the Foundation Loan Program, available through B2R division Dwell Finance. Prior to his this role, Thomas worked within nearly all aspects of the Company’s value chain, from front end originations evaluation to large loan underwriting. Prior to joining B2R Finance, Thomas was a consultant at BlackRock, where he valued hundreds of commercial real estate properties as part of bottom-up CMBS valuation platform within the Company’s Financial Markets Advisory arm. Prior to BlackRock, Thomas held roles as a commercial mortgage backed securities servicing analyst and as an asset manager for a portf ... (view full description)

Elizabeth Porras

Senior Vice President of Production
Colony American Finance

Elizabeth Porras is Senior Vice President, Head of Production at Colony American Finance. She is responsible for originations, partnerships, CAF’s loan purchase program and other business development initiatives. Prior to joining Colony American Finance, Elizabeth was General Counsel and Director of Operations for Opendoor, and prior to Opendoor she was General Counsel of Dwell Finance and 643 Capital Management Inc. Elizabeth was also previously an Associate at Jones Day, practicing in the Real Estate and Banking and Finance groups. Elizabeth received a J.D. from The University of Chicago Law School and a B.A. from Rhodes College.

Andrew Propst

HomeRiver Group

Andy is a founder and the CEO of HomeRiver, the President and Owner of Park Place Property Management, CRMC® in Boise, Idaho, and the immediate Past President of The National Association of Residential Property Managers NARPM®.  Andy has 18 years of experience in both residential and commercial real estate management. He has demonstrated a commitment to delivering first-class results for clients, as well as consistently improving efficiencies and operations across his companies. Industry knowledge and a keen focus on technology has been a major priority for Andy. He has obtained three of the leading industry designations: Certified Property Manager® (CPM®) from the Institute of Real Estate M ... (view full description)

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)

Yanir Ram

DRI Holdings, LLC

He is a co-founderr and CFO of DRI Holdings, an owner of over 250 and manager of over 400 single family residences since December 2006. Prior to these positions, he was a co-founder of The 7 Sigma Group LLC, also a real estate holdings company with 64 single family residences. Prior to his position with The 7 Sigma Group LLC, he was Director of Marketing and Business Development for RightOrder, a data management high-tech startup. Prior to that role, Yanir was Director of Operations for Tefen, an Operations Management consulting firm. Yanir holds a B.S. in Industrial Engineering from Cal Poly San Luis Obispo and an MBA from the Haas School of Business, U.C. Berkeley

Greg Rand

Chief Strategy Officer
Renters Warehouse

Greg Rand joined the Renters Warehouse in 2018 as the Chief Strategy Officer and is responsible for the national sales organization and Investor Marketplace. His mission is to create a new category of real estate invesstment broker and an online experience for consumers who wish to plan and execute their long term real estate investment strategy. He joined Renters Warehouse with the acquisition of OwnAmerica, the online investment marketplace he founded in 2010. Prior to that he was the managing partner at Rand Realty, a top 50 real estate brokerage nationwide. Greg authored the book Crash Boom! and is a regular contributor on cable business news.

Ben Rao

Community Buying Group

Community Buying Group founder and president, Ben Rao, has been a real estate investor and landlord for more than ten years. As an “investor-landlord,” he gained the hands-on entrepreneurial experience that comes with rehabbing properties to either immediately resell (flip) or to rent and manage. Currently, Ben owns a property management company and still flips single family properties. This industry experience led him to establish Community Buying Group (CBG) in 2010, whose mission is to help real estate investors become more profitable through education and better pricing.  CBG also works with hundreds of real estate investor associations, across the country, by giving them industry conten ... (view full description)

Tim Reilly

Green River Capital

As president of Green River Capital (GRC), a leading real estate company that provides a variety of REO asset management, valuation, single-family-rental (SFR) collateral review and property management services, Tim Reilly is responsible for the overall operations of the company.   GRC was formed in 2003 to provide “turn-key” REO asset management services utilizing cutting-edge technology and has since expanded its offerings to include surveillance programs and support for investors’ SFR strategies with pre- and post-acquisition services.   Under Mr. Reilly’s leadership, GRC has maintained full market share in the SFR market. Since SFR securitizations began nearly two ... (view full description)

Ed Renwick

Raineth Housing

Mr. Renwick's experience includes serving as a partner at the The Yucaipa Companies, ("Yucaipa") a large private equity firm focusing on retail, food and media investing. Prior to joining Yucaipa, Mr. Renwick was a consultant at The Boston Consulting Group ("BCG") where he was responsible for providing strategic and operational assistance to Fortune 500 companies. Prior to BCG, he was the Senior Vice President of Business Development at the Chongqing Wanli Storage Battery Company in Chongqing, China. Mr. Renwick also worked as an analyst in the Real Estate Investment Banking division of Goldman Sachs where he worked on over $1 billion of real estate sales and financings. Mr. Renwick is a ... (view full description)

Damon Riehl

Investment Property Loan Exchange LLC

Damon A. RiehlMr. Riehl founded Investment Property Loan Exchange in June 2017. Prior to joining Ocwen, Mr. Riehl was Head of Commercial Lending for Ocwen from 2015 to 2017. S Mr. Riehl has also held leadership positions at Citibank, BMO Harris Bank, GE Capital, First National Bank of Omaha, & Fannie Mae.  Mr. Riehl has over 30 years of lending experience in a broad array of asset classes, including mortgage, home equity, consumer, small business, and construction lending. Additionally, he has extensive experience in the area of lending business startups and reengineering. 

Charles Riska

ONEprop Inc.

From his original position as Dallas Director of Property Management, to Vice President, to his current position as Chief Operating Officer, Charles Riska has moved up the ranks at ONEprop since coming to the company in 2008. Charles has a robust and multifaceted understanding of the company which enables him to direct many aspects of ONEprop’s operations across multiple markets, including streamlining processes and product consistency, managing day-to-day operation of roughly $1 billion of real estate assets in the company’s diverse markets, and selling ONEprop services to high level investors.   Charles came to ONEprop after a successful early career as one of the founding part ... (view full description)

David Roberts


We speciaize in the investor space with coverage for REO's, Foreclosed properties and Force Place coverage for loans that the borrower has allowed their coverage to lapse. We also track insurance for our client's to monitor borrower compliance.
Our coverage in the rental space includes Portfolio coverage for all properties on one policy. We also offer Renter's insurance for your tenants as well as banket Tenant Liability. We also track insurance for rental properties to insure tenant compliance with the terms of their lease.

William Robison

Kansas City Investment Real Estate

William Robison is the owner of Kansas City Investment Real Estate.  He brings more than a decade of residential investment real estate experience.    A native of Kansas City, he represents more than 50 clients from around the county and across the globe.  He is a licensed real estate broker, owning a sales, renovation and rental management company.  William and his team assists small and medium sized investors, as well as syndicates and private equity groups acquire,renovate and manage rental properties in the one of the nations favorite buy and hold real estate markets.  

Lee Rogers


As an insurance professional that has worked and consulted with different Single Family Aggregators, Lee Rogers brings unique value and perspective for investors, fund managers and operations professionals. He and the Aggregation Risk Management Team at Norton have helped design and implement insurance and risk management strategy that is above and beyond what is being set as an industry standard for insurance structure in Aggregation Portfolios, while keeping costs contained and risk properly managed and transferred. Based in Atlanta, Rogers has unique insight and knowledge of the Florida insurance market, with direct access to many of the world's leading insurance carriers. As part of ... (view full description)

Steven Romasko

CMBS &ABS Research
Nomura Securities International, Inc

Engelo Rumora

Ohio Cashflow

Hi, I’m Engelo Rumora, the Real Estate Dingo and your favorite Australian. 

I quit school at the age of 14 and played professional soccer at the age of 18. From there, I began to invest in real estate. I now own real estate all over the world and have bought, renovated, and sold over 500 properties. 

I am currently in the process of launching a real estate brokerage that will disrupt the entire industry.

I’m also known for giving houses away to people in need and my crazy videos on YouTube. 

My life’s mission is to be remembered as someone that gave it his all and gave it all away.

Erik Sandoval

Sr. Account Executive-Key
AppFolio Inc.

Erik Sandoval, Senior Account Executive-Key |  AppFolio, is one of the original Account Representatives at AppFolio, providers of complete, online property management software. Among other things he is responsible for speaking with hundreds of property managers about the market and current challenges they are facing, helping AppFolio provide relevant education along with an advanced software solution developed to accommodate business needs for the modern property manager.  Prior to AppFolio, Erik was a Director of Operations for Casa Hogar Celestial Orphanage in Tecate, Mexico. Erik has presented educational workshops at many local NARPM chapter meetings and has been an invited speaker at mu ... (view full description)

Marco Santarelli

President & Founder
Norada Real Estate Investments

Marco Santarelli is an investor, author, and founder of Norada Real Estate Investments -- a national real estate investment firm offering turnkey investment property in growth markets nationwide. Marco Santarelli is the host of the Passive Real Estate Investing show -- the show where busy people like you learn how to build substantial passive income while creating wealth for the long-term. Marco Santarelli is also the creator of DealGrader™ - a scoring system that measures the investment quality of a real estate investment, giving you an overall snapshot of its profitability and investment risk. He purchased his fi ... (view full description)

Fabrizio Santoro

ALTO Investments

Justin Savich

Founder & CEO
Market Tampa Investments

Founder & CEO of Market Tampa Investments Justin Savich is described by his friends and colleagues as a serial entrepreneur. Upon graduation, Justin acted as Investor Relations at a Land Development & Construction company. Not long after, he was recruited to be the regional head of land acquisitions for a worldwide commercial real estate services firm. After founding Market Tampa Investments, a private equity fund, which acquired, funded, and sold single family residential homes, he created the opportunity to have private capital partners in Joint Venture Transactions. This allowed Market Tampa to build a scalable pipeline that would transition the company to it’s next stage. In 2011 ... (view full description)

Eli Shaashua

Managing Director
Red Granite Capital Partners

Eli is a Managing Director with Red Granite Capital, a private investment advisory and asset management firm, who's catering predominately to HNW individuals, multi and single family offices. Since he joined the firm on August 2008, Eli’s principal responsibilities have been developing and managing the firm’s alternative assets investment and workout strategies of distressed commercial RE, CMBS, and CRE loans and notes portfolios, as well as distressed residential projects. Prior to RGC, Eli was 3 years with Wolfson Equities, a private equity investment firm, where he was a managing director in charge of investment, development, financing, and management of large scale commercial real esta ... (view full description)

Rick Sharga


Rick joined Ten-X, the leading online real estate marketplace, in July of 2013 as Executive Vice President of the company’s business unit. One of the country’s most frequently-quoted sources on real estate, mortgage and foreclosure trends, Rick has appeared on CNBC, the CBS Evening News, NBC Nightly News, CNN, ABC World News, FOX, Bloomberg and NPR; briefed government organizations such as the Federal Reserve and Senate Banking Committee; and corporations like JPMorgan Chase, Citibank and Deutsche Bank. Prior to joining, Rick was an Executive Vice President for Carrington Mortgage Holdings, which owns and operates multiple businesses in the mortgage, real estate ... (view full description)

Jonathan Shechtman

Managing Principal
Axonic Properties

Jonathan serves as the Managing Principal for Axonic Properties. Jonathan leads all investment selections and asset management for the firm.  Jonathan is responsible for the strategic repositioning and business plan for each investment opportunity.  Jonathan has over 10 years of residential real estate investment experience and spent his career working in distressed real estate investing.  Prior to joining Axonic he co-founded two distressed real estate funds focused in Florida. He holds a Bachelors degree from Bucknell University.

Sang Shin

Vice President, Senior Analyst
Moody’s Investors Service

Sang Shin is a Vice President – Senior Analyst with Moody’s Investors Service. Mr. Shin has been involved in credit risk analysis in a variety of structured finance transactions, including U.S. residential mortgage-backed securitizations (RMBS), Single Family Rental (SFR) securitizations in the US and European Covered Bonds based in London. Prior to joining Moody’s, Mr. Shin worked at Citigroup in Global Capital Markets focusing on RMBS securitizations. Mr. Shin graduated from the University of Pennsylvania, Wharton School with an MBA in Finance and Strategy.

Alex Sifakis

JWB Real Estate Capital

Alex Sifakis is a founder and the President of Jacksonville Wealth Builders (JWB), a vertically integrated single family real estate investment company located in Jacksonville FL. JWB provides acquisitions, rehab, and property management services to a wide array of buyers, as well as manage their own rehab-to-rental Fund. With 7 years (and ~700 houses) of single family experience, and an in-house acquisitions department, construction company, and property management company, JWB is able to procure houses that provide superior returns to what is readily available in the marketplace. JWBs experience extends to all types of houses and areas, A-D (although historically have focused mainly in C & ... (view full description)

Chris Skardon

Gorelick Brothers Capital

Chris is a Partner at Gorelick Brothers Capital (GBC) in Charlotte, NC. He is Portfolio Manager for the Morrocroft Opportunity Funds, focused on residential real estate. GBC is interested in purchasing single family houses as a buy and hold, REO to Rental investor. Target markets include: Charlotte, Indianapolis, Minneapolis, Dallas, Houston, Baltimore, Jacksonville, Tampa and Orlando. GBC primarily invests in MLS properties, but also considers smaller to medium sized packages of 2009 and later vintage stabilized rental houses. Chris can be reached at

Marshall Sklar

Florida’s Best Realty &

Marshall Sklar was born and raised in Hewlett, New York and later moved to Boca Raton, Florida where he graduated from Florida Atlantic University.  Since childhood, Marshall has been a master of focus and accomplishment.  It was in his freshman year of college that he discovered his passion for real estate mentorship, management and investment.  While in school, Marshall co-founded numerous real estate related start-ups including an off campus housing website which is the foundation of his career.  This venture would eventually become one of the leading sources for off campus housing solutions in South Florida and was awarded 1st place in the 2009 FAU Business Plan Competition.  Thi ... (view full description)

Eran Socher

Futureal Group

Michael Soni

Senior Advisor
Advisory REI

Michael is currently the Senior Advisor of Investments for Reven Housing REIT, Inc.  Michael has experience spanning both equity and real estate markets while working with some of the world's leading private equity firms, funds, and family offices. Michael's current real estate focus is residential rented single family where he has acquired 700 homes in eleven states since 2011.  Additional real estate experience includes multifamily, hospitality (stand alone hotels upper and luxury), extended stay, limited service; other mixed use developments- including retail and office. Michael was previously Managing Partner of Hospitality Investors Group, a specialist private equity investment and advi ... (view full description)

Val Sotir

Managing Director
Watermark Capital & Watermark Exchange

Val Sotir is the founder and CEO of Watermark Capital Funding Partners and Watermark Trading Exchange. Val brings over 25 years of trading experience from Wall Street to mortgage banking and in buying and selling distressed mortgage notes - an essential element to the company´s success. His career started on Wall Street as a stock broker, investment banker and securities sales professional with emphasis in trading, investment planning and research & client portfolio management. Besides the day to day operations at Watermark Capital, Val also serves as the Managing Director at Watermark Trading Exchange  - The Premiere Note Exchange that is creating a bridge between Wall ... (view full description)

Josh Stech

Founding Partner

Josh Stech is a Founding Partner and Head of Business Development at LendingHome, an online direct lender that uses best-in-class technology and institutional capital to soften cost, increase loan amounts and improve transparency in the investor loan market. LendingHome specializes in short-term bridge loans for fix and flip projects around the country. Josh began working in the real estate industry during high school as a processor and underwriter in a Southern California sub-prime brokerage. After college Josh joined Purpose Built Investments (PBI), a boutique real estate private equity firm. Josh launched three distressed asset investment funds for PBI, most notably a turnkey ... (view full description)

Howard Steinberg

Co-Founder & Managing Partner
Revest Asset Management

Howard is the Co-Founder of Revest Asset Management, a South Florida Aggregator and has more than 20 years of investment experience in Canada and the US, including being the founding Palm Beach Financial Solutions, a Florida-based purchaser of distressed single family homes. Prior to PBFS, Howard was President of The Rose Corporation, a Toronto-based real estate developer and lender. Before that, Howard ran the Canadian office of Fortress Investment Group. Howard has previously held senior finance positions at GE Capital (National Restructuring Group) and RBC Capital Partners (Managing Partner). Howard has an MBA from the University of Western Ontario and is a CFA Charterholder.

Stuart Steinberg

Host Building Group

Host Building Group is a full service turnkey Investment Property Rehab operation. We currently service the Southern Florida Real Estate Market, adapting to and meeting all of our clients’ needs. Over the last 3 years we have completely renovated over 600 properties for our clients. HBG specializes in planning, directing and coordinating a wide variety of residential rehab projects. We coordinate and supervise the construction process from the conceptual development stage through final construction within aggressive time limits. Including estimating improvement costs, preparing and submitting bids, obtaining hard quotes and negotiating subcontracts, creating construction schedules and ... (view full description)

Adam Stern

SVP Institutional Accounts
Renters Warehouse

Adam has touched a wide array of business segments within the residential real estate industry.   Adam co-founded OwnAmericac, an online real estate marketplace designed to list and sell SFR portfolios which later was aquired by Renters Warehouse. Now, Adam is SVP of Portfolio Services with Rentes Warehouse where he spearheads the listing and sale of SFR portfolios for institutions and fund clients as part of Renters Warehouse's SFR Marketplace platform. 


Jackson Su

Managing Partner
Bridge Tower Partners

Mr. Su is the Founder and Managing Partner of Bridge Tower Partners where he oversees all areas of the business.  Formed in 2013, Bridge Tower is a vertically integrated real estate investment manager and operator currently focused on the Dallas-Fort Worth and Houston markets.  Since its formation, the group has developed its own acquisition, rehab,  construction, leasing and capital markets capabilities internally.  Its portfolio of over thirteen hundred single family residential properties was built through a combination of bulk purchases as well as build to lease subdivisions.   Already with three existing rental communities (Brooklyn Village, Uptown Village and Bay Colony Pointe West), t ... (view full description)

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties

Andrew Syrios is a real estate investor and partner in the firm Stewardship Properties. He is also a weekly columnist for Stewardship Properties owns just shy of 1000 units in five states. He lives in Kansas City, MO.

Bill Syrios

Founding Partner
Stewardship Properties

--STEWARDSHIP PROPERTIES (Eugene, Oregon), 1989-Present, Real estate investment company started in 1989 and now owns 50 houses and 235 apartment units, mostly around the University of Oregon in Eugene, Oregon. During the downturn in 2007-2010 Stewardship flipped over 150 houses. / In the last 25 years Stewardship has rasied over $20,000,000 in private loans to fund purchases: --STEWARDSHIP INVESTMENTS (Kansas City, Missouri), 2011-Present With sons, Andrew and Phillip, started a real estate investment company in the Kanas City area that now owns 150 apartment units and 245 single fa ... (view full description)

Phillip Syrios

Partner and Property Manager
Stewardship Investments

Phillip Syrios is the head property manager and a partner of Stewardship Investments, LLC. After graduating from the University of Oregon with a degree in Business Administration and brief stint as a professional poker player Philip joined Stewardship Investments in 2011. Since then Phillip has helped the company grow to and continue to manage over $20 Million in buy and hold real estate assets in the Kansas City metro area. 

Brent Taggart

Senior Managing Director
Clayton Holdings LLC

Mr. Taggart has worked in the Real Estate and Mortgage Trading industry for 17 years, starting his career at Fairbanks Capital, where he learned the fundamentals of default servicing. During his time at Fairbanks, he worked up the ranks from the operations side to eventually becoming Senior Analyst in the analytics department, where he analyzed large sets of data for clients and for the Senior Executive Team. Following Fairbanks, Mr. Taggart worked for Credit Suisse in New York as a Vice President on the Residential Scratch and Dent Trade Desk. His responsibilities included the pricing, due diligence, portfolio management, and oversight of servicing of the portfolio. He worked at Credit Suis ... (view full description)

Jeffrey Tesch

CEO of RCN Capital
RCN Capital

Jeffrey Tesch, CEO of RCN Capital, is responsible for the day-to-day operations of RCN Capital LLC, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally underwritten over 3,500 loans and overseen $735M+ in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail ... (view full description)

Samuel Tucci

Resolute Property Solutions

Sam is the co-founder and CEO of Resolute Property Solutions, a provider of mortgage field services, property maintenance and repairs, and renovation services as a general contractor and construction manager. Sam is a results-oriented, decisive leader with proven success in new market identification and strategic positioning for multimillion-dollar construction and field services organizations. Track record of increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. An accomplished leader with experience in construction & maintenance, operations, strategic partnerships, and business development, S ... (view full description)

Nathan Vannatter

Envy Asset Solutions

Nathan Vannatter has spent 12 years in the construction industry including managing multi-state residential sites and most recently working with foreclosed property renovations and preservation throughout the country to enhance the value of investor's portfolios. He began his career in construction shortly after earning a Bachelor's Degree in Accounting and an MBA both from Ball State University. Currently Nathan is the Chief Executive Officer at ASONS located in Muncie, IN. In this role, Nathan works closely with all areas of the business to ensure ASONS provides Clients with the services they deserve throughout the United States. With a focus on providing quality on-time services to Client ... (view full description)

Marco Vartanian

Senior Vice President
Invitation Homes

Marco Vartanian is a Senior Vice President with Colony Starwood Homes responsible for operational oversight of Colony Starwood’s portfolio operations in the Western US. Marco brings over 15 years of real estate investment and asset management experience to this role and previously led Starwood Waypoint’s national property management and leasing practice. Marco initially served as Starwood Waypoint’s Regional Director for Southern California where he led the initial growth of the Waypoint platform. Prior to joining Colony Starwood, Marco was Vice President of Asset Management at Buchanan Street Partners, where he managed a portfolio of real estate assets that included industrial, ... (view full description)

Ben Walhood

‎Apex Renovations, Inc

John Warren

Lima One Capital

John Warren is the founder and President of Lima One Capital, a lending company for residential real estate investors and homebuilders. He has grown the company into the Southeast's largest private lender with additional offices in Greenville, SC and Charlotte, NC. In addition to his duties at Lima One Capital, John most recently participated as a principal in the largest bulk sale of single-family homes in U.S. history, selling over 1,400 rental properties in Atlanta to Blackstone Group LP (BX) for over $100M. Prior to founding Lima One Capital, John served four years on active duty as an infantry officer in the United States Marine Corps. In March of 2006, he deployed with 3rd Battalion, 8 ... (view full description)

Robert Wasmund

Genesis Capital

Ted Weinstein

VP, Banking Relations
CastleRock REO

For the past 30 years Mr. Weinstein has been involved in the foreclosure process and the real estate it generates. As either principal or agent, Mr. Weinstein has re-positioned over 5,500 properties throughout the country with strong concentration in asset valuation, lending and collateral structuring, operational management and renovation pricing disciplines. AS Managing Director of Acquisitions at CastleRock REO, Mr. Weinstein vigorously pursues novel strategies to improve REO acquisition and liquidation efficiency by managing risk and reducing hold time, while improving price execution. Founded and based in New York since 2009, CastleRock REO is one of nations leading purchasers and re-se ... (view full description)

Kurt Westfield

WC Equity Group

After graduating with an MBA, Kurt co-founded the firm Westfield Crowe Equity Group (WCEG), in 2008-2009 and has since integrated the WC Companies brand into an asset holdings company, private REIT, brokerage & property management division, and financing entity. Since founding the organizations, Kurt has played an integral role in the development and success, along with the integration of international clientele and introduction to state-wide management. His approach and leadership abilities have led the company to achieve unrivaled gratification from clients and increased profitability. By the end of 2016, sales and profitability goals had seen a massive increase from incept ... (view full description)

Patrick Whelan

HavenBrook Homes

Eddie Wilson

Affinity Worldwide

Eddie graduated from The Ohio State University School of Broadcasting with a degree in Broadcast Sales and Marketing. He studied marketing at Georgia Tech and business management at Emory University. He is most known for taking a talk radio station in Atlanta to the level of “Most Listened To Station in the World” (Radio and Records Magazine, 2002). He has owned his own advertising agency and worked with clients, including Pepsi, P&G, Buffalo Wild Wings, and Mail America. He is now the CEO of the Affinity Worldwide corporation which is a holding company that owns over 50 companies including: National Real Estate Insurance Group - REI Guard Think Realty American Associat ... (view full description)

Eric Winton

Pereview Software

Prior to joining Pereview, Eric served as Managing Director for Slalom Consulting, responsible for growing their Dallas and Boston markets from inception. Prior to Slalom, Eric served as a Vice President at Hitachi Consulting. Throughout his consulting career, Eric has been responsible for implementing cutting edge technology solutions for many of the top Real Estate firms in the world. Eric graduated from OU, and enjoys golf and running.

Mark Wolf

Founder & CEO
AHV Communities

Mr. Wolf is the Founder and Chief Executive Officer of AHV Communities. He is responsible for executive oversight, managing new acquisitions, strategic partnerships, investor relations and operations. Since inception, he has overseen the acquisition and construction of over 2,500 lots/units and secured capital commitments of over $400 million. Prior to forming AHV Communities, Mr. Wolf was a Founding Partner of the multifamily platform at Greenlaw Partners in Newport Beach where he was responsible for the oversight of multifamily investments. In addition, he was the Founder and Managing Principal at Sicuro Realty Partners, a multifaceted advisor capital provider for the multifami ... (view full description)

Mike Wolf

Mike Wolf Mastery

Mike Wolf has been a real estate investor for over 25 years.  He’s an international speaker, published author, and has appeared on CBS, ABC, NBC, FOX, Yahoo Finance, and on numerous radio shows across the globe.
Mike is best knows for his investing in Tax Deeds.  
Mike spends most of his time traveling, volunteering and spending time with his daughter Haley and his grandson Asher.

Jason Wood

Intel Realty Partners

10+ years experience in real estate, investing, and have been awarded more than 65 times during his career. Diverse experience with disposition of large asset pools, large bulk dispositions, sales and acquisitions of single family homes, contract negotiations, property valuation, and portfolio management. 

Josh Woodward

Chief Financial Officer
Lima One Capital

As CFO, Josh manages all aspects of the firm’s liquidity, capital planning, and financial reporting. Josh is responsible for the company’s loan servicing and product development activities. He played an integral role in the design and implementation of the Rental30 investor loan program and continues to drive product and capital strategy across the firm. Prior to joining Lima One Capital, Josh worked for Bank of America’s Enterprise Capital Management Group, where he evaluated and advised on the impact of capital regulations on lines of business across the franchise. He held additional corporate finance roles at Bank of America, including positions in Retail Distribution and Supp ... (view full description)

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

Paul specializes in multi-family owner representation in Texas, Oklahoma, and New Mexico, Single Family Rental (SFR) portfolios throughout the United States, and land. In 2017, Paul is currently the #5 highest producing Broker out of over 1,100 SVN Brokers worldwide. In 2016, he finished as the 2nd ranked SVN broker in the Southwest Region and was the 25th highest producing Broker out of over 1,100 SVN Brokers worldwide.     Paul is the Product Council Chair for SVN’s newly formed SFR Portfolio Product Council, providing guidance to other SVN brokers throughout the US with the disposition of SFR portfolios. Paul has represented institutional inve ... (view full description)

Matthew Zall

First Vice President
B2R Finance

Matthew Zall is a first vice president at B2R Finance where he oversees trading and securitization operations for the Company. Prior to joining B2R, Matthew was a commercial mortgage and CMBS trader at both Bear Stearns and J.P. Morgan, where he focused on mortgage and subordinate loan trading, structuring and securitization. Matthew began his career in accounting and held roles at Eastman Kodak and Lazard Frères & Co. He earned his MBA in Finance from Fordham University and his bachelor’s in Finance from Pennsylvania State University.

Dan Zitofsky

President & CEO
Zitofsky Capital Management

For well over two decades, I’ve specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders. I’ve closed over 600 fix-and-flips, 650 rental properties, 800 plus doors in multi family projects and over 1,000 private money and Non Performing Note transactions. I raise money from accredited investors seeking better than average returns backed by real estate portfolios in our group. ’m also a featured speaker at many national gatherings of investors an ... (view full description)
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Event Contacts for The 4th Annual Single Family Rental Investment Forum (East)


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*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

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

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

Introduction - Who we are

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

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

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