This is a past event. To see the list of our current events, please click  HERE

Elisa Adam

CFO
Miller Global Properties LLC

Ms. Adam is Executive Vice President and Chief Financial Officer of Miller Global, joining the company in October 1998. She is responsible for financial reporting, accounting, cash flow projections, and overseeing the acquisition and disposition financial modeling and investment analysis. She also formulates financial presentations for quarterly analysis and annual investor presentations. Ms. Adam has over 20 years of experience in commercial and residential real estate accounting and financial analysis. Prior to joining the Company, she worked for a private real estate investment company in acquisitions and accounting in Denver, CO, and for a publicly traded REIT in Chicago, IL where she ... (view full description)

Mohit Agarwal

ESG/Impact Investing
Zais Group

Mohit Agarwal, CFA, is the Chief Risk Officer of Distressed Capital Management (DCM) and of the holding group, Plutos Sama, LLC and is based in Orange County, California.  DCM is an asset manager investing primarily in non-performing loans and distressed debt in US real estate.  DCM’s subsidiary Resolution Capital Management (RCM) invests in Eastern European non-performing real estate.  Plutos Sama, the holding group, is a family of companies providing financial, legal and asset management services with .   Previously Mr. Agarwal spent 15 years in investment banking in a range of market-leading fixed-income businesses at JP Morgan, UBS and Deutsche Bank.  At these global financia ... (view full description)

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego from 2001-2006 a ... (view full description)

Chris Barbier

Industry Principal
Yardi Systems

Chris Barbier is the Industry Princip[al – Investment Management at Yardi focused on institutional investor and fund managers.  He has over 27 years of experience working with global software, financial, and professional service businesses focused mainly on the investment aspects of the real estate and private equity industry.  Prior to starting his career in Real Estate, Chris worked as a CPA doing financial and technology audits at Ernst & Young.  Chris holds a B.Sc. in Accounting and Finance from La Salle University and an MBA from Villanova University.
 

Andy Birch

Product Manager
MRI Software

Andy is an experienced business software professional with a unique blend of marketing, technical, industry, product, and sales expertise. He has extensive experience in business software, from Financial Management and Enterprise Resource Planning to Performance Management, targeted at a variety of industries with financial services and real estate industries being the primary focus for the last 10 years. Andy has most recently been pioneering an audience centric approach to product initiatives to really help MRI drive value to prospects and clients.MRI Software MRI Software is a leading provider of innovative software and technology solutions for global re ... (view full description)

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and the leader of the Firms Commercial Real Estate Industry Practice in our West Region. With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators.Prior to joining the Firm, Gregg served as director of tax for Westfield Corpor ... (view full description)

James Bohan

Principal
Stonehan Capital, LLC

James Bohan, CPA, MRED is the founder and Principal of Stonehan Capital, an emerging manager focused on opportunity zone investments and short term debt. Additionally, Mr. Bohan acts as a consultant with Golden Bear Consulting Group, providing Outsourced CFO and compliance advice to investment managers.   Prior to Stonehan and Golden Bear, James was the Chief Financial Officer and inaugural employee at Mosaic Real Estate Investors.  He oversaw all financial matters of a private debt fund with over $700MM of originations and an investor base of hundreds of high net worth individuals and institutions. James was instrumental in building out the internal operationals and policies of ... (view full description)

Kimberly Bridgham

CFO
Wishrock Investment Group

Kim is the CFO and a principal at Wishrock, a national developer and owner of affordable housing.  Wishrock owns and/or asset manages 4,400 units of affordable family and elderly housing in 8 states.

Prior to joining Wishrock in 2013, Kim was the VP of Finance and Strategy for Hannaford Bros. Co. and its Belgian parent, Delhaize Group (a multinational grocery store operator/owner).  Kim is a CPA with 7 years experience with KPMG. She is a graduate  of the business schoole of the  University of Maine and holds a Masters in Public Policy and Mgmt from the Muskie Institute of Public Service at the University of Southern Maine.

Jonathan Brohard

Executive Vice President & General Counsel
IMH Financial Corporation

Jonathan Brohard is Executive Vice President & General Counsel of IMH Financial Corporation.  Mr. Brohard also serves as IMH’s Chief Compliance Officer, Corporate Secretary and Director of Human Resources.  Mr. Brohard has  extensive legal and practical experience encompassing real estate acquisitions, sales, financing, development, operations and management, institutional debt and equity, private equity, joint ventures and syndications, corporate governance, public reporting, regulatory compliance and human resources.   Prior to joining IMH, Mr. Brohard was an equity shareholder at Polsinelli, PC. Previously, he served as president of a real estate investment and management company with ... (view full description)

Doug Buurma

Partner
Moss Adams LLP

Doug has practiced public accounting since 2004. He provides strategic planning and compliance services to privately held businesses and their owners, specializing in partnership and LLC taxation. The majority of his clients are in the real estate, venture capital, and private equity industries. Doug has experience in corporate transactions including mergers, acquisitions, dispositions, and restructurings; partnership transactions including investment, operating, and real estate partnerships; real estate transactions; and tax-oriented investments on behalf of businesses and high net worth individuals. He also represents firm clients before taxing authorities.

Jonathan Chasson

CFO
Brixton Capital

Jonathan has over 20 years of broad based experience in real estate including finance, accounting, development and operations. His experience covers multifamily, retail, residential, hospitality and office real estate. Jonathan has held Chief Financial Officer roles at both Jevan Capital (multifamily investor with over 2,200 units) and at The ColRich Group, a 30 year old privately held real estate developer and investor. Prior to ColRich, Jonathan held several roles for Trizec Properties (a publicly held Real Estate Investment Trust) culminating in Vice President of Finance. Jonathan’s eight-year tenure at Trizec included property dispositions, project financings, financial feasibility ... (view full description)

Erika Chua

Consultant
ACA Compliance Group

Elliot Chun

Partner
BTblock

Elliot will be discussing a new form of financing in the emerging field of Digital Security Markets, also known as Security Tokenization of Real Assets. This new capital market leverages Blockchain & Distributed Ledger Technology.  While the industry is in its nascent stage, this is a altenative financing source that most Real Estate Owners / Operators should begin exploring. Elliot believes emerging technologies will challenge our known perspectives and will unleash humanity's potential, paving the way for smarter investing and critical advancements to our environment and society. Elliot combines this passion with 18 years in Capital Markets and Real Estate. Elli ... (view full description)

Neil Cohen

CFO
Windsor Hospitality

No biography specified

Beth Ann Coleman

Chief Compliance Officer
Fairfield Residential Company LLC

Beth Ann Coleman is Chief Compliance Officer of Fairfield Residential Company LLC a privately held multi-family owner, operator, developer of real estate projects and through its wholly-owned subsidiary  Fairfield Realty Advisors LLC provides investment management services to sponsored funds.  Ms. Coleman earned her M.B.A. in Financial Economics from Pace University, New York and her B.A. in Political Science with a concentration in International Relations from the State University of New York at Binghamton.  Prior to joining Fairfield, she was Head of Employee Support Group for Deutsche Bank Securities Inc. in Jacksonville, FL and Deputy Chief Compliance Officer of Allianz Global Investors ... (view full description)

Michael Congdon

Principal
Squar Milner LLP

Michael Congdon is a CPA and a Principal at Squar Milner LLP, in Southern California. He is a member of the firm’s Real Estate Advisory & Tax Services group, and has over 30 years’ tax and accounting experience in both public accounting and private industry. Michael’s main focus is U.S. federal and state income tax planning and compliance for real estate investments held through partnerships and real estate investment trusts, including foreign investment in U.S. real estate. Michael has over 20 years’ experience in public accounting and he has worked nearly a decade in private industry, first at HCP, an S&P 500 Healthcare REIT, and then as Vice President of Tax for Irvine Compa ... (view full description)

Michael Cook

CIO
MCB Capital

Michael has over 12 years of investing and real estate operating experience. He is the Chief Operating Officer of Streetlane Homes responsible for maximizing the operating and financial performance of the company’s investments through active day-to-day and strategic management.   Prior to Streetlane, Michael worked at GTIS Partners as a Director of Asset Management, where he managed a $2 billion portfolio of residential, office, and hotel assets. Prior to GTIS Partners, Michael worked in Wells Fargo’s Real Estate Special Situations Group, where he handled numerous distressed-debt restructures and foreclosures across all property types, all geographies and all levels o ... (view full description)

Kevin Dillard

CFO
Server Farm Realty

Mark Enfield

Chief Administrative Officer
TruAmerica Multifamily, LLC

Mr. Mark Enfield is the Chief Administrative Officer of TruAmerica Multifamily and brings 18 years of experience in real estate finance, investment, asset management, investor reporting and portfolio management. Mr. Enfield is responsible for overseeing corporate strategy, governance and compliance, portfolio management, public relations and risk management. Mr. Enfield is also a member of the firm’s Investment Committee.   Previously, Mr. Enfield was the President of Keystone Real Estate Project Management. Prior to joining Keystone, Mr. Enfield was the Senior Vice President of Finance & Operations at CityView and held positions at Saybrook Capital, Western Pacific ... (view full description)

Deanna Farnell

COO/CFO
CGI Strategies

Deanna Farnell is a Financial Executive with broad experience in all aspects of accounting, human resources, organizational systems, budgeting and forecasting, audit, IPO, mergers and acquisitions, treasury and financial management. She has direct experience in Real Estate, local government, non-profits, Fortune 500 public accounting, manufacturing, and private industry. She received her undergrad from Cal State University Northridge with extended courses in Accounting and Finance at UCLA.  She is a Certified Public Accountant in the State of California. Deanna brings a unique combination of accounting/finance background and information technology savy.  Instrumental in the successful implem ... (view full description)

Jim Flaherty

President & Chief Executive Officer
CMBS.com / Backshop

We are a premier comercial real estate software and data company that has been in business since 2000.

Our enterprise software, Backhop, is origination and life of the deal asset management software used by some of the biggest lenders and investors including private equity, banks, insurance companies, and conduits.

Our retail software, CMBS.com, is used by owners, brokers, and other CRE professionals to conduct online transactions. Our differences include on line valuation tools that allow value discovery and price of the service.

Greg Fuhrman

Institutional Sales
RealPage, Inc.

Since 1995, Greg Fuhrman has been involved in real estate acquisition, accounting and finance for Big 4 CPA firms and real estate investment firms. He has extensive experience in both the investment, commercial and residential property markets.
Relevant Experience:
  • 20+ years real estate industry and accounting knowledge as CAO and CFO
  • 15 years working with owners of large real estate investment portfolios
  • 5 years’ servicing real estate firms through successful software implementations

Neil Furmanski

Partner
RSM US LLP

Neil is a Tax Partner at RSM with over fifteen years of experience consulting clients on various business matters with an emphasis on tax issues encountered by financial stakeholders in the real estate industry.  He specializes in structuring investment funds that accommodate various types of investors with different tax sensitivities.  His clients consist of public and private Real Estate Investment Trusts (REITs) and real estate investment funds with foreign and domestic investors including high net worth individuals and various types of tax exempt investors.   These clients invest in foreign and domestic real estate assets across all product types (i.e. hotel, healthcare, multifamily, ret ... (view full description)

Mark Gilles

Group Manager SVP
Equity Fund Services, Comerica Bank

Eric Graham

CFO and General Counsel
Blueprint Capital REIT

Eric is Blueprint’s Chief Financial Officer, General Counsel and a member of the Board of Directors. He has more than 18 years of experience representing real estate investment trusts. From 2009 to 2012, he served on the board of directors of EOS Preferred Corporation, a publicly traded mortgage REIT. From 1997 to 2010, Eric represented REITs and other real estate companies in securities and corporate finance transactions as a partner with the law firm Goodwin Procter LLP. From 1991 to 1994, he practiced as a certified public accountant with KPMG LLP. Eric holds a B.S. in accounting from Providence College and a J.D. from the Boston University School of Law.
 

Jakob Gron

Vice President
Merlone Geier Partners

Ray Haarstick

CEO
Relevant Equity Systems, Inc.

Ray Haarstick is the founder and CEO of Relevant, developer of Relevant EquityWorks, powerful software for private funds. This platform was the first integrated front- and back-office solution for high-volume teams, and has been deployed to nearly 300 firms in 23 countries.   “I love learning about new approaches to business and technology. Show me new innovations in business process, revenue models or technology, and I’m all over it,”, says Haarstick. From his perch and close contact with customers, he has a chance to observe innovation from across the world, then take it back to the Relevant EquityWorks community.   Ray Haarstick holds Bachelor degrees in Computer S ... (view full description)

Jacob Hansen

CFO
Fieldstone Homes

After graduating from BYU, I took a position at Ernst & Young (EY) within their audit and assurance practice, specializing in their Banking and Capital Market Transactions.  Over nine years at EY Jake worked on various clients including a local homebuilder, venture capital, two US-based subsidiaries of very large European banks, and one large Fortune 1000 Bank.  I left EY as a senior manager in their assurance practice. 
I made the move to Fieldstone in April 2014 as Director of Financial Services.  I was promoted to CFO in 2016.  I coordinate all accounting, finance, and insurance related activities.
 

Madison Harris

Principal
MUFG Investor Services

Madison serves as Principal within the Real Estate Fund Administration group at MUFG Investor Services. MUFG Investor Services is a core business for Mitsubishi UFJ Financial Group, one of the largest banks in the world with a global network with 1,100 offices in over 40 countries. Investor Services provides a worldwide network to ensure coverage across all major financial centers, providing solutions from fund administration, and custody and transfer agency to FX, trustee, depositary, securities lending, banking services and a broad range of regulatory solutions. Madison leads the Real Estate Fund Administration team within the Dallas office, joining MUFG in 2008 he has extensive expe ... (view full description)

Jim Hibbert

Managing Director
Noble Street Advisors

Jim began his career with Deloitte and has over 20 years of CFO|Controller experience with real estate investors and developers.  This includes VP of Finance for the Southern California Division of Ryland Homes, VP of Finance for Lowe Enterprises Residential Advisors, and CFO|VP of Finance for Vintage Communities|CCL Holdings.  Jim graduated cum laude from University of the Pacific with a B.S. degree in Business Administration, Accounting concentration.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis.  Shortly thereafter the Department of the Treasury invited Jim to speak. 
 

Jean Ho

COO
Rich Uncles

Ms. Jean Ho. Ms. Ho is Chief Operating Officer, Chief Compliance Officer and Secretary of the Rich Uncles entities.  She previously served as the Chief Financial Officer between January 2016 and November 2017. Ms. Ho is also an adjunct professor of taxation at California State University, Fullerton’s Mihaylo College of Business and Economics. From 2010 through 2015, Ms. Ho served as the Chief Operating Officer and Chief Financial Officer of Soteira Capital, LLC, a southern California-based, registered investment adviser with approximately $250 million under management that serves investment companies, pooled investment vehicles, pension and profit sharing plans, high net wor ... (view full description)

Adam Hooper

CEO & Founder
RealCrowd

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

Scott Humphrey

Partner
BKD

Scott is a member of BKD National Construction & Real Estate Group.  He serves corporate and individual clients in the real estate and construction, retail and software industries.  His technical knowledge includes tax planning and compliance, including multistate compliance and accounting method strategies.  Scott has led various internal and external presentations and training sessions on the tangible property regulations and currently serves as a firmwide resource on the subject.   Previously, Scott served as a national tax assistant director in BKD’s National Office.  In this role, he performed tax consultations and quality control reviews with the firm’s offices and trai ... (view full description)

Scott Jackson

Principal
Squar Milner LLP

Area of Focus Scott is a Principal in Squar Milner’s Tax Department.  Scott’s areas of expertise include public and privately held companies.  He specializes in pass-through taxation, Real Estate Investment Trusts (“REIT”), real estate investment, ownership, management and construction.  Scott advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts.  He also does consulting and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.  Business Experience Prior to joining Squar Milner, Scott served as a S ... (view full description)

Mike Johnson

Principal & Chief Corporate Officer
RealOp Investments

Mike is a Principal of RealOp Investments and serves as its Chief Corporate Officer, responsible for overseeing RealOp's asset management division, fund structuring, securities and general corporate compliance, financial reporting, and investor relations.  Mike has over 16 years of corporate finance experience, including serving with the U.S. Securities and Exchange Commission at its headquarters in Washington, D.C. and as a Partner in the corporate and securities practice of Nelson Mullins Riley & Scarborough, a 500+ attorney national law firm with offices spanning the East Coast. Prior to joining RealOp, Mike focused his career on advising private and publ ... (view full description)

Keith Jones

CFO
Allied Orion Group, LLC

No biography specified

Afshin Kateb

CFO
Nimes Real Estate

As Chief Financial Officer, Afshin Kateb brings over 25 years of hospitality and real estate industry experience to Nimes Real Estate. Mr. Kateb manages the finance department, including: accounting, tax, internal & external reporting, treasury/cash management, risk management, asset management, and financial planning & analysis. He also plays a very active role in the company’s acquisitions and project management areas. Prior to joining Nimes, Mr. Kateb served as the CFO of SBE where he provided strategic financial, information technology, capital markets and structured finance, lender relations,  tax and accounting, project accounting and finance for ground up and renovation ... (view full description)

Charles Kellogg

CFO/COO
Singerman Real Estate, LLC

Mr. Kellogg is responsible for all financial and operational aspects of the firm, including treasury functions, accounting, investor reporting, risk management, human resources, and the control environment.   Prior to joining the firm in 2012, Mr. Kellogg was Accounting Director and Fund Controller at Colony Capital, where he directed the reporting and back-office operations of multiple distressed debt and commercial real estate funds in excess of $5 billion of assets under management.  Mr. Kellogg oversaw investor and co-investor accounting and reporting, supervised daily operations of the funds, and provided senior management with cash flow forecasting and analysis.   ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

Paul Kevener

Director of Finance
Nicola Crosby Asset Management

Paul joined Nicola Crosby in mid-2012 and is responsible for Finance and Operations. With more than 18 years experience in real estate and capital markets, Paul has worked with some of the leading banks and investment managers including Credit Suisse, Santander, UBS, Cushman & Wakefield, Rynda, Goodman, and Bank of Ireland. Paul has a Bachelor of Accountancy from the University of Glasgow and a Masters of Science from the University of Westminster, as well as being a Fellow of the ACCA and a member of the CGA.

Ryan Leong

Principal - Real Estate Finance & Operations
SRM Development

Ryan is a principal with SRM Development, a privately owned development and construction management company specializing in multi-family, senior housing and mixed-use developments across the western United States.  Since joining SRM in 2005, Ryan has overseen the development of over $700 million in assets throughout California, Nevada, and Washington. In addition to his role helping guide SRM's investment strategy and real estate development activities, Ryan serves as SRM's CFO/COO, overseeing finance, accounting, capital markets and investor relations. He is also responsible for asset management, IT Systems and HR. Ryan received his BBA in Accounting from Gonzaga University and his MBA from ... (view full description)

John Charles Maddux

President & CEO
Sunstone Properties Trust

John Charles Maddux serves as the President and CEO of Sunstone. Mr. Maddux previously served as the President and COO of MMPI, now known as EVOQ Properties. His background includes, among other types of real estate projects, direct “hands on” experience in all aspects of the acquisition, development, rehabilitation and management of multifamily residential developments and redevelopments. Projects he has had personal responsibility for the acquisition, development or rehabilitation and management range in size from less than $1.0 million to over $5 billion. In his career, he has participated as an attorney or as a principal in over $25 billion in real estate transactions. Mr. Ma ... (view full description)

Carly Marano

Assistant Vice President
Canyon Partners Real Estate LLC

Carly Marano is an Assistant Vice President in the Asset Management division of Canyon Partners Real Estate. Prior to Canyon, she was a member of Prudential Mortgage Capital Company's loan origination team for the Western region.  Ms. Marano received her undergraduate degree in Finance and Real Estate from The Fox School of Business at Temple University.

Stephanie Matz

CFO
Buhl Investors

Stephanie Matz is Chief Financial Officer for Buhl Investors, a Minnesota based real estate management and investment group. Ms. Matz joined the firm in 2019 where she is responsible for managing the portfolio and spearheading investor relations initiatives. Buhl has experience across all asset types with current projects including retail and residential development and renovation of historical properties. Ms. Matz has specific expertise in real estate valuations, REITs, risk management, private equity, innovation and relationship management. Prior to joining Buhl, Matz worked for CarVal Investors, a global fund alternative asset manager. She has a Master of Landscape Architecture degree fro ... (view full description)

Will McLoughlin

Head of Global Implementations
Ipreo, Private Capital Markets

Will McLoughlin, Director, Head of Global Implementations As Head of Global Implementations based in the New York City office, Will overseas the operations team responsible for the global deployment of all new clients of the Ipreo PCM iLEVEL product suite to all strategies including Real Estate. Will is further responsible for interpreting client business intelligence aggregation, reporting and consolidation practices in order to identify potential system integration opportunities and process enhancement. Will has six years of commercial real estate finance experience having spent his first career in a dynamic cross-functional role in commercial and corporate finance for GE Ca ... (view full description)

Taylor Metz

Managing Director, Western Region
REdirect Consulting

Taylor joined REdirect as Managing Director of the Western Region. Taylor has over 15 years of hands-on front-line management experience in delivery and sales of software professional services, with a primary focus on the Real Estate Industry. Taylor has extensive experience working with a breadth of enterprise software customers to design, implement and optimize solutions including CRM, SIM, Customer Support, Customer and Partner Portals, Property Management, Investment Management and Asset Management on Salesforce, MRI and others. Taylor previously led the western region consulting organization at MRI Software where her 8 year career included project management and system consultant roles. ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Emily Porter

Chief Operating Officer
The MacNaughton Group

Ms. Porter is a business and legal professional with over 20 years of experience in Washington DC, San Francisco and Honolulu. Two years ago, she joined The MacNaughton Group, a Hawaii-based, family-owned real estate development and investment company that is known for its innovation and expertise in Hawaii’s retail, luxury residential and hospitality markets. At The MacNaughton Group, Ms. Porter drives a wide variety of operational and strategic initiatives to continuously optimize the company’s organizational development. Prior to joining The MacNaughton Group, Ms. Porter served as General Counsel, Chief Administrative Officer, and VP of Operations at a Charles Schwab-backed Internet compa ... (view full description)

Rony Rodriguez

Tax Partner
CohnReznick

Professional Affiliations: American Institute of Certified Public Accountants California Society of Certified Public Accountants National Association of Real Estate Investment Trusts Rony Rodriguez is a partner at CohnReznick and  a member of the Firm's Commercial Real Estate and Financial Services Industry Practices. He has 15 years of diversified public accounting experience with an extensive background in advising real estate clients, including private equity real estate funds, as well as private and public Real Estate Investment Trusts (REITs). Rony has assisted his clients with a variety of tax issues, in ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Brandon Sedloff

Managing Director
Juniper Square

Brandon Sedloff is Managing Director and Head of Business Development at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder and remains the Chair (a volunteer role) of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry.  Previously, Brandon spent nearly 7 years in Hong Kong where he was Head ... (view full description)

Saman Shams

COO
Strategic Acquisitions, Inc.

Tore Steen

CEO, Co-Founder
CrowdStreet, Inc.

Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises. Prior to CrowdStreet, Tore was instrumental in leading the product, sales, marketing, and business development efforts for Janrain, taking them from early stage rapid growth phases to becoming the recognized leader in the social identity space with a full user management platform and global enterprise customers. He has held senior leadership roles as the Vice President of Business and Corporate Development at WebTrends and Director of Business Development at EarthLink. Tore earne ... (view full description)

Aaron Stelzer

Director
JCRA Financial LLC

Aaron Stelzer is a Director at JCRA and head of the Real Estate sector in North America.  He has worked in municipal trading, corporate solutions, financial institutions derivative sales and advisory strategy most notably assisting in the growth of the IRO business at SMBC Capital Markets, Inc. and building out the IRO & derivative flow business at Commonwealth Bank of Australia in New York & London.  Aaron joined JCRA in April 2017 from CIRM and CBA, where he specialized in financial risk advisory to the real estate industry.   
 

Jeffrey Stoke

Partner
Procopio, Cory, Hargreaves & Savitch LLP

Jeff Stoke is a partner and the Real Estate Practice Group leader of Procopio, Cory, Hargreaves & Savitch, LLC, the largest law firm in San Diego, and one of the largest law firms in California. His practice includes the representation of owners and developers in all aspects of commercial real estate, as well representing clients in business and finance transactions. Prior to joining Procopio, Jeff worked for one of the largest law firms in the United States, and was in-house counsel for a Fortune 100 size company handling their real estate and business matters throughout the world. Jeff earned a bachelors degree in economics from U.C. Davis, and a juris doctor from Loyola Law School ... (view full description)

Kristen Thomasino

VP, Real Estate Solutions
AvidXchange

Kristen Thomasino as the Vice President of Real Estate Strategy and Partnerships & a Spend Management expert,  has worked on 100s of FinTech automation projects with companies in every industry in a variety of sizes. She is passionate about finding solutions that create positive outcomes for the economy in local communities across the United States. With over 13 years of educating, coaching, and most importantly real-life automation experience, her view is radically different. Kristen has been a business professional for 23+ years and truly understands that the choice to change your business processes is a big one. She can help walk you through every step of the process – starting with a ... (view full description)

Jeffrey Toporek

Principal
FD Stonewater

Jeffrey Toporek – Principal, FD Stonewater Jeff is a co-founder of and Principal of FD Stonewater. The firm is headquartered in Washington, D.C., with offices in Los Angeles and New York, where Jeff is located. FD Stonewater is a boutique real estate investment, development, brokerage, and advisory firm with national capabilities delivered through entrepreneurial and thoughtful leadership. Collectively, the firm’s principals have been involved in more than $10 billion of investment and acquisitions and over 40 million square feet of lease transactions. As a Principal at FD Stonewater, Jeff is a leader in the firm’s principal invest ... (view full description)

Garrett Ushiyama

Partner
CohnReznick LLP

Garrett Ushiyama is a partner in the audit and assurance group for CohnReznick’s Los Angeles office. He is also co-leader of the Firm’s Commercial Real Estate Industry Practice in the West Region. Garrett has over 25 years of experience providing audit and advisory services to public and privately-held companies across a broad range of real estate companies. His extensive experience with real estate development and operations includes industrial, commercial, residential, retai,l and hospitality properties as well as private equity and pension funds investing in real estate and REITs. Garrett has served in interim controller and CFO roles for several companies in various industrie ... (view full description)

Joseph Viery

Partner
US Tax Advisors Group, Inc. (USTAGI)

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

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firm’s New York office and National Partner-in-Charge, Real Estate group. Mr. Vitulli has over 20 years of diversified real estate experience including broad-based financial, accounting, and SEC experience, as well as expertise in all property types including retail, office,residential, hospitality, and industrial. Mr. Vitulli’s responsibilities include financial statement audits, securitizations, and consultation regarding fair value reporting. He also handles investment company audits, agreed upon procedures reports, regulated real estate project audits, reviews and compilations, and analysis of public filings. Prior to joining Marcum, Mr. Vit ... (view full description)

Aaron Weaver

CFO
The Bendetti Company

Aaron Weaver is the CFO of The Bendetti Company which is a commercial real estate owner/operator that primarily invests in industrial real estate throughout the western part of the United States. Weaver manages the overall financial risks of the company as well as all financial planning, accounting activities and investor reporting. Weaver also cultivates relationships between debt and equity providers and supports the company in negotiations and due diligence for new acquisitions.    Before joining Bendetti, Weaver held financial and accounting positions at CORE Realty Holdings, LLC and Hines Interests. Prior to his tenure at Hines he worked in audit at PricewaterhouseCoopers LL ... (view full description)

Andrew Yoon

Managing Partner & COO
BentallGreenOak

Andrew Yoon is a Managing Partner and Chief Operating Officer at BentallGreenOak. Andrew is responsible for day-to-day operations of the global business and sits on the Management Committee.   Andrew was a Partner and served as Chief Operating Officer at GreenOak Real Estate, a predecessor firm to BentallGreenOak, since its inception in 2010. GreenOak merged with Bentall Kennedy to become BentallGreenOak in 2019, and Andrew continues to serve on the investment committees of all legacy GreenOak funds. Prior to joining GreenOak, he was a Managing Director, Chief Operating Officer, and Chief Financial Officer for Morgan Stanley Real Estate Investing in Asia. Andrew has e ... (view full description)

Jeff Zuckerman

Regional CFO, West
Alliance Residential Company

Jeff Zuckerman serves as Chief Financial Officer of the Western Regions for Alliance Residential. Alliance is a fully integrated multifamily operating and development company with a $9B managed portfolio and $4.1B principal portfolio. Mr. Zuckermans responsibilities include identifying investment opportunities, maintaining capital relationships, structuring equity joint ventures and securing construction/acquisition loans. Mr. Zuckerman has a proven track record of leading and executing institutional investment strategies. He has sourced, structured and capitalized joint venture transactions totaling over $1.5 billion. Prior to joining Alliance Jeff was responsible for establishi ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


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

E-mail: mail@imn.org


Event Contacts for The 5th Annual Real Estate CFO & COO Forum (West)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*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 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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password