This is a past event please click  HERE  for the upcoming program.

Henry Alonso

SVP
KeyBank Real Estate Capital

Henry has over three decades of corporate banking experience, focusing largely on structuring and providing senior debt solutions and other forms of capital to private and public companies (including traded and non-traded REITS) that own and/or operate portfolios of seniors housing and care properties.  During his banking career, Henry has financed over $4 billion of seniors housing and care real estate across the country. Prior to his current position with KeyBank’s Healthcare Group, Henry held the position of Segment Leader for KeyBank’s Interest Rate Risk Management Group.  Henry started his banking career at The Northern Trust Company in Chicago where he received ... (view full description)

Scott Barnum

Managing Director
Amherst Capital Management

Scott Barnum is a Managing Director for the Capital Formation and Financing group at Amherst. In the role, Scott coordinates asset gathering, marketing and client service. With the firm since inception, Scott was instrumental in launching the Amherst Capital business and led the effort to staff and operationalize the overall platform.  Prior to joining Amherst, Scott was a Managing Director in the Business Strategy and Development group at BNY Mellon Investment Management where he focused on growth strategies, including the launch of Amherst Capital and other real estate related initiatives. Previously, Scott was a partner in a real estate development group focused on projects in the M ... (view full description)

David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, an alternatives-focused investment bank and investment manager specializing in the real estate, hospitality, infrastructure and energy industries. He is also the host of "Make the Deal: Real Estate Investing with David Blatt" a YouTube/Podcast series that provides expert advice on how to structure and fund deals. Prior to CapStack, he ran a special situations fund acquiring and repositioning distressed real estate assets. Since 2001, David has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal.

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

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

Brendan Boyle

VP of Acquisitions
South Haven Investment Group

Brendan is Vice President of Acquisitions for South Haven Investment Group, LLC. South Haven operates as an entrepreneurial private investment platform, opportunistically investing in a wide variety of industries and business models.   His focus at South Haven is on cultivating deal flow, optimizing portfolio allocation & building long term relationships with partners through joint ventures. Having spent many years living abroad, Brendan is fluent in German, and conversant in Japanese, Russian and Thai. His broad array of international experience allows him to successfully drive the Family Office’s international endeavors. Brendan also brings an impressive acu ... (view full description)

Christopher Brodhead

SVP, Investor Relations
BROADSTONE

Christopher Brodhead joined Broadstone in August of 2013, and serves as Senior Vice President, Investor Relations. Chris oversees a team of Investor Relations professionals responsible for establishing relationships with new investors, wealth managers and Registered Investment Advisors, while servicing the firm’s growing Shareholder base. Chris also plays an active role in product development, UPREIT transactions, and special projects. Christopher comes to Broadstone from DeltaPoint Capital Management, a Rochester, N.Y.-based private equity firm, where he was Vice President of Business Development and Operating Director. In his capacity as Operating Director, Christopher worked w ... (view full description)

Sally Burns

VP
Veritas Family Partners

Sally's professional background includes 20 years in real estate investment, development and advisory at global property and financial services firms in Sydney, London and New York. She has advised on property portfolios of up to $13bn, rated over US$25bn of structured products and secured debt & equity for over $500m of mixed use developments.  Sally is currently a VP at Veritas Family Partners - a family office led by veteran real estate investor, Vaughn Brock. Veritas partners with high-quality sponsors of real estate deals across most real estate sectors, providing finance along the capital stack. Most recently they have been investing in climate controlled self-storage develop ... (view full description)

Stuart Caplan

CIO & Partner
Apex Financial Advisors

Stu is the Chief Investment Officer and Partner of Apex Financial Advisors, based in Yardley, PA. Apex is a Registered Investment Advisor focusing on HNW and UHNW families. Apex was named one of the "Top 50 Fastest-Growing Firms" by Financial Advisor Magazine in 2018. Stu began his career with his family's retail chain of art supply stores and transitioned in 2008 to the world of family offices. He worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm. Stu received his MBA from the Robert H. Smith School of Business at the University ... (view full description)

Austin Carlson

Managing Director
Parkview Financial

Austin is an experienced business development professional in the wealth management industry.  He is responsible for Parkview’s current and prospective investor relationships, as well as raising the profile of the firm through meetings, speaking engagements and industry conferences.  Prior to Parkview, he was the Head of Sales and Marketing on the west coast for SkyBridge Capital, an NYC based hedge fund investment firm.  Austin started his career with J.P. Morgan Private Bank in their New York City and Los Angeles offices, working with high net worth individuals and families across both sides of their balance sheet.

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

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 Exec ... (view full description)

Matthew Chancey

Certified Financial Planner
Claraphi Advisory Network

Courtney Clark

Managing Director
Aspen Peak Advisors

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

Mary D'Souza

Managing Director
Sixiang Holding

Mary is a Managing Director at Sixiang Holding and CFO & Director of Sentio BioSciences LLC, a biotech company.  She is a Board Member of Community Access.  She has extensive experience in investing and capital markets.   Over the past 20 years, she has structured, placed or invested in bank loans, junior capital, high yield, early stage companies, real estate and private equity funds. Prior to Sixiang Holding, Mary worked for 3 years at Four M Investments where she was Chief Investment Officer and Chief Financial Officer for the family office.  She was responsible for cash management, tax planning and investments in fixed income, equity, MLPs, Preferreds, real estate and funds. ... (view full description)

Vincent DiSalvo

Director, Acquisitions
Kingbird Properties LLC

Vincent is the Director of Acquisitions at KINGBIRD PROPERTIES a family office based in San Juan, PR and Boston, MA. Vincent is responsible for evaluating investment opportunities and implementing KINGBIRD’s investment strategy in the U.S. and Latin America. Prior to Kingbird worked in the investments group at Equity Residential and the acquisitions group at GID. Vincent contributed to the acquisition and development of over 2,500 units and to the investment of more than $1 Billion in core real estate.
 

Lisa Ditkowsky

President
Pllush Capital Management, Inc.

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

Louis Dubin

Managing Partner
Redbrick LMD, LLC

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

Sandra Familet

Investment Advisor
The Chauncey F. Lufkin III Foundation

Mathew Feldman

Managing Director
The Carlyle Group

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

Charles Foschini

Senior Managing Director
Berkadia

Charles Foschini is senior managing director of Berkadia, its highest production title, providing complex capital solutions to a focused clientele of major property owners throughout the United States. Unique among his peers, Charles’ team of six engages in a borrower-focused practice balanced between commercial and multifamily executions bringing creative solutions to every engagement. In addition to his production role, Charles co- manages the state of Florida, providing strategic vision and leadership to a dynamic team of investment sales and commercial finance professionals in one of the country’s top-producing regions. With over two decades of experience structuring ... (view full description)

James Fried

President
Sandstone Realty Advisors

Jim Fried has been a real estate business person since 1980 and has had his own radio show since 2009.   Mr. Fried specializes in capitalizing commercial real estate transactions, unearthing urban land opportunities and is also a private lender. He advises many famies and family offices on direct real estate investing. Jim was recently named a Family Office Real Estate Advisors Global Leader for 2018 by Family Capital Magazine.   Jim has closed over $3BB in real estate transactions during his career in markets across the eastern US. Jim uses his communication skills to inform and entertain on his weekly radio show – Fried on Business – heard each week on 8 ... (view full description)

Thomas Gayer

Private Wealth Advisor
Janney Montgomery Scott

Thomas has seven years of financial services experience, which he uses to provide highly customized planning, banking, and investment management services to a select group of successful families, businesses and non-profit organizations. He combines his past financial services experience and the resources of Janney to guide his clients through the challenges of investing to accomplish their unique goals within their risk tolerances. A graduate of Florida Gulf Coast University, Thomas holds a degree in Communication & Advertising. Thomas was born in New York City and relocated to Naples, FL at an early age. He enjoys the occasional round of golf, fishing, tennis, sporting clay shooting and ... (view full description)

Peter Gilfillan

Conference Producer
IMN

Bryan Green

CEO
Ohana Financial Services

Ohana Financial Services is a structured financing advisory. We help developers, investors and asset managers take projects to the capital markets. We advise clients on their capital stack , market position and credit opportunities. We rely on deep relationships to place debt, equity or find compatible partners or sponsorship for real estate based transaction. Currently focusing on U.S., Caribbean and Canada. $20mm+ Ifund Financial is a direct hard money lender focused on SFR NOO projects $200k +. We are currently focused on the U.S. with a special interest in the South East.

David Grossman

President
First Boston Capital Partners

David and his brother Jake represent the fifth generation of the Grossman family to work in our business. David is President of First Boston Capital Partners, our real estate private lending business. First Boston provides construction and acquisition financing (debt and equity) to New England-based builders. David has spearheaded the business’ growth, overseeing its $225 million portfolio.  In addition, he is actively involved in the asset management and financing of the family’s 4mm SF+ commercial real estate portfolio.  Prior to joining The Grossman Companies in 2009, David served as vice president of acquisitions at Louis Dreyfus Property Group in New York. Earlier in his career, he work ... (view full description)

Barry Gurland

Partner
DB Family Office

Experience Barry is a partner in DB Family Office Services and was the founder of Madison Family Office Services LLC. In January 2016, the offices merged and the result is more than thirty years of experience with large and midsized firms. DB Family Office Services works with high net worth individuals and families as well as their businesses with a focus on satisfying planning and asset preservation needs. The goal is to not only plan for the financial assets, but also the intellectual and human ones. Barry has extensive experience in tax planning for corporations, individuals, estates and trusts. He is also a partner at Daszkal Bolton LLP, a leading regional pu ... (view full description)

Peter Habib

Principal Family Member
MPI Family Office

Co-founder of MPI Family Office that owns business's in healthcare and income producing real estate focusing on Multifamily, Senior Care Centers and Self Storage.  We are a 1st generation family office seeking more investment opportunities-preferred to be co-GP partner and will also partcipate as  LP in the right deals. It is critical we partner with operators and/or owners that have experienced multiple real estate cycles, transparent and "experts" in a few markets areas including secondary and ternary.  We prefer value add and repositioning deals in the upcoming markets , part of gentrification, and economic growth. We own over 2500 units and counting in real estate ... (view full description)

Scott Hall

SVP of Operations
CNL Financial Group

Mr. Hall currently leads operations for CNL’s Regulation D private placement offerings focused on developing multifamily properties in the mid-Atlantic and southern regions of the United States. He also oversaw operations and the liquidation of CNL Growth Properties, a multifamily development real estate investment trust (REIT).   Previously, Mr. Hall led the liquidation of Global Income Trust, a public non-listed REIT with office and industrial properties in the United States and retail properties in Germany.   Mr. Hall has served as senior vice president of operations for CNL Financial Group since December 2012. He has also served as senior vice president and manage ... (view full description)

John Hamilton

SVP Acquisitions & Business Development
Pyramid Hotel Group

John Hamilton is responsible for PHGs new management assignments, acquisitions and business development. In the past seven years, Hamilton and his team have underwritten, financed, acquired and/or taken over management of approximately 70 hotels with over 30,000 rooms. Hamilton has 27 years of experience sourcing, evaluating, underwriting, and executing hospitality real estate and management transactions. Previously a licensed C.P.A., he has been associated with such prominent firms as Lowe Hospitality, Promus Hotels, Carnival Hotels & Resorts, Doubletree Hotels, and Laventhol & Horwath, CPAs. PHG is a third-party hotel and resort management and asset-management ... (view full description)

Mark Hamister

Founder, Chairman & CEO
Hamister Group

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

Michael Hammon

SVP
The Related Group

A Senior Vice President for The Related Group, Michael Hammon leads the firm’s newly launched multifamily value-added division. In this role, he plays a key part in identifying new acquisition opportunities as well as forging partnerships with national financial institutions, enabling the division to acquire, renovate and manage a substantial portfolio of income producing assets. Although open to ventures nationwide, Mr. Hammon is currently focused on Related’s established markets including South and Central Florida, the Carolinas, Atlanta, Virginia, along with several areas throughout Texas, Phoenix and Las Vegas.   An industry veteran of more than 30 years, ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

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

Shane Hillsley

Managing Director
Rosehill Group

Melissa Houston

Head of Business Development
Juniper Square

Chris Loughran

Managing Director, Capital Formation & Financing
Amherst Capital Management

Chris Loughran is a Managing Director for the Capital Formation and Financing group at Amherst. In this role, Chris works in asset gathering and client outreach. Chris also works on alternative strategies, which leverage firm assets to grow the business platform.   Prior to joining Amherst, Chris was a Managing Director in fixed income sales at Amherst Pierpont Securities where he worked with clients on mortgaged backed securities and other securitized products. Chris has over 25 years of experience in financial services and has held positions at Citigroup and Salomon Brothers.   Chris holds an MBA from The Wharton School of the University of Pennsylvania, and an AB i ... (view full description)

John Lustgarten

CIO
Summit Equity Investments

John Lustgarten is CIO of Summit Equity Investments, the second generation of a family office that has been investing in value-add real estate throughout the US for 50 years. In addition to investing directly in its own deals, Summit partners with other carefully-vetted real estate sponsors. 

Among Mr. Lustgarten's previous roles, he served as Director at Lowe Enterprises Investors, a then $3B AUM investment manager, where he executed mezzanine debt & preferred equity strategies through two institutional, discretionary funds. He also served as Finance Director at CIM Group, a $30B AUM investment manager.

Shalin Madan

Founder
Bodhi Tree Asset Management, LLC

Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was formerly a Managing Director at Strenta Investment Management, an SEC-registered investment adviser for a major family office, where he was responsible for all aspects of investment and portfolio management in a multi-asset class portfolio. Prior to that, Shalin was a Vice-President at Ivy Asset Management, whereas a Portfolio Manager, he oversaw the firm’s flagship multi-manager hedge fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a hedge fund advisory firm for European institutional and super high net worth investors. In addition, Shalin ... (view full description)

Maurice Maertens

CIO
MEM Family Office

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

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

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

James Masciello

Principal & Portfolio Manager
Raven Capital Management / X Social Communities

James Masciello is a Principal and Portfolio Manager at Raven Capital Management and focuses on deal origination, underwriting, execution, while managing all of Raven’s Film & Media and Real Estate investment opportunities. Prior to joining Raven, James was a Vice President at Bank of America Merrill Lynch's Special Assets Group, where he was responsible for managing a principal investment portfolio of over $1 billion. Before that, he was part of the Alternative Assets Group at Merrill Lynch. James received a BS in Finance from Georgetown University.
 

Madhi Nair

CEO & Principal
Esperanto Developments, Summit 11 Investment Group

Jasmine Nazari

Partner & Head of IR
Urban Green Investments

Jasmine is a Principal at Urban Green, a fully integrated real estate investment and development company that is based in San Francisco multi-family, land development and boutique office buildings. Urban Green  raises capital from family offices and high net worth investors on a deal by deal basis. At Urban Green Jasmine focuses on capital raising and managing the firms relationships with their investors. Jasmine is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate

Julie Neitzel

Partner
WE Family Offices

Julie Neitzel has extensive experience in wealth advisory, private equity, real estate and business acquisitions, strategy, and governance. Over the past two decades, she has served as advisor to global families in investing activities, operating business strategy, wealth transfer planning, philanthropy, and next-generation engagement. She is a partner with WE Family Offices and is a board member for NYSE Heico Corporation, the NACD Florida Chapter, and the Miami Finance Forum.
 

Chris Powers

Founder & CEO
Fort Capital

Chris is a serial entrepreneur with more than 13 years of real estate development and investment experience and has raised more than $70 million in equity financing through a multitude of high net worth and family office partners. To date, Fort Capital has invested and developed over $210M in multifamily, student housing, commercial/industrial, and residential & land development projects throughout Texas. Chris is a visionary with a demonstrated talent in looking ahead at what could be and understanding what must be done today to get there. His ability to conceptualize, raise capital, and execute are only a small part of what Chris brings to the table.   Chris oversees the vi ... (view full description)

Rudy Reudelhuber

Managing Director
Hodges Ward Elliott

Rudy Reudelhuber is a Managing Director of Hodges Ward Elliott. He has managed $6 billion of transaction volume in the last five years. Rudy joined the Atlanta office of Hodges Ward Elliott in 1998. He spent 2004-2008 in London successfully establishing HVS Hodges Ward Elliott as a leading hotel broker in Europe. In the U.S. he has completed a wide array of transactions from the sale of the St Regis Bal Harbour and the Manhattan Times Square Hotel, to the section 363 bankruptcy sale of the Doral Golf Resort & Spa in Miami, Florida.  Rudy works to simplify the complexities of a transaction in order to achieve the optimal outcome for clients. Prior to joining Hodges ... (view full description)

Michael Romita

Managing Principal
Ranger Asset Management LLC

Michael N. Romita is Managing Principal of Ranger Asset Management LLC, a private real estate investment and management company specializing in urban parking garages and other alternative real estate assets.  Michael has decades of experience as a real estate investor, developer, and manager.  Formerly, as an owner and E.V.P. of Castle Oil Corporation, Michael supervised a diverse portfolio of industrial real estate and energy infrastructure projects.  Prior to his years at Castle, Michael was a Trial Attorney in the Environmental Enforcement Section of the U.S. Department of Justice.  He holds degrees from Tufts University, Michigan Law School, and The London School of Economics.

Joy Schoffler

Chief Strategy Officer
Casoro Capital

Joy Schoffler serves as Chief Strategy Officer for Casoro Capital, a private equity and family office focused on creating real estate partnership opportunities that are suitable, attractive, and efficient for high-net-worth individuals, family offices, and institutions.   Within Casoro, Joy manages the development and execution of their non-traded multifamily income REIT, Upside Avenue. Upside co-invests alongside their family office, SMAs, and high net worth investors in multifamily investments with highly vetted sponsors throughout the U.S. Joy currently sits on the advisory board of the SXSW Accelerator, AARP’s FinTech Accelerator, and the FinTech Professionals Ass ... (view full description)

Jeffrey Selinger

CIO
GMF Capital

Jonathan Slusher

VP & Senior Relationship Manager, Healthcare Group
KeyBank Real Estate Capital

Jonathan Slusher is Vice President and Senior Relationship Manager in the KeyBank Real Estate Capital Healthcare Group.  KeyBank is one of the largest providers of capital and offers a full suite of lending, capital markets, and advisory services to public REITs, private equity and other companies investing in the seniors housing and healthcare real estate industry.  Jonathan structured and is responsible for relationships related to more than $1.5 billion of KeyBank led financings.   Prior to his focus in healthcare, Jonathan was part of the Institutional Real Estate Group at KeyBank, structuring and leading syndicated corporate credit facilities for public REITs and private equity funds pr ... (view full description)

Joshua Smilowitz

VP, Acquisitions
The Gonzalez Family Office


 

James Solomon

Principal & CIO
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 25 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties (SVP Acquisitions) and Soros Fund Real Estate (EVP). ... (view full description)

John Tassone

Executive Managing Director
Boston Private Wealth

   John Tassone brings over 20 years of experience providing advice in the areas of wealth and investment management, investment banking, estate & tax planning, and private investments.    Prior to joining Boston Private Wealth, John was a Managing Principal of SteelBridge Private Wealth Advisors, a registered investment advisor he co-­founded. SteelBridge was acquired by Boston Private Wealth in 2018. Prior to founding SteelBridge, he was a senior executive at GenSpring Family Offices, a $20+ billion multi-­family office and prior to GenSpring, John was an investment banker with Deutsche Bank where he helped originate and execute over 25 merger advisory, debt and equity capital ra ... (view full description)

W. Colin Walker

Director, Client Advisor
Alex. Brown

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

Michael Zamir

Managing Principal
Next Healthcare Capital

Michael Zamir is Co-Founder and Managing Principal of Next Healthcare (Next), a healthcare real estate investment firm. Mr. Zamir oversees overall operations and day-to-day management of the firm as well as sets the long-term strategy for acquiring and leasing well performing Skilled Nursing and Transitional Care facilities. As a savvy entrepreneur, Mr. Zamir is skilled at structuring investments that create long-term value for Next and its investors. He takes an active management role, personally handling every deal from negotiations to closings. Founded in 2012, the New York-based company has grown rapidly and now has a national presence with a multimillion dollar investment portfolio with ... (view full description)

Leah Zveglich

Managing Partner
Aster Club

Leah Zveglich is the Founder and a managing partner of the Aster Family Advisors. She manages advisory services under succession planning, family legacy and leadership. Her expertise is in growth strategy, leadership development and transformation management. As a seasoned entrepreneur and coach, Leah brings value-based solutions to every family. With a vision to create a community of families working together to build lasting family legacies, Leah founded The Aster Club. It is a private world-class legacy club designed for global business families who are committed to successor development, learning from each other and are interested to grow wealth through collabora ... (view full description)
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Event Contacts for The 4th Annual Real Estate Family Office and Private Wealth Management Forum (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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