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

Chief Risk Officer
Distressed Capital Management

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 fr ... (view full description)

Chris Barbier

National Director, Investment Management Sales
Yardi Systems Inc.

Chris Barbier is the National Director – Investment Management at Yardi focused on institutional investor and fund managers across the US and Canada.  He has over 25 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 various industries, including financial services, insurance and real-estate.

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

CFO
Mosaic Real Estate Investors, LLC

James Bohan, CPA is the Chief Financial Officer at Mosaic Real Estate Investors. Prior to joining Mosaic, James worked in the private equity real estate division of KPMG and its acquired firm Rothstein Kass, a market leader in the alternative investment space. While with KPMG and Rothstein Kass, Bohan serviced clientele with a collective AUM over $10B and advised on more than $2B of real estate transactions and structuring. He has more than 15 years of experience working in the real estate industry and serving as a trusted advisor. James has worked in almost every role in the industry, including on-site property management, mortgage brokerage, corporate management, and accounting for compani ... (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

No biography specified

Elliot Chun

EVP, Head of Infrastructure
APPA Real Estate

Elliot Chun is the Head of Infrastructure at APPA Real Estate, responsible for all non-investment and development functions including: Equity and Debt Financing, Marketing, Investor Relations, Operations, Accounting, Technology, Risk, and Legal & Compliance. Mr. Chun brings over 16 years of experience in Alternative Asset Management and Capital Markets.   Prior to joining APPA: Director on the Alternative Asset Management team at Perella Weinberg Partners - With a deep focus on the Trading, Middle Office and Operations functions, Mr. Chun was a leading member of the team that established the firm’s institutional platform and infrastructure that launched and operated m ... (view full description)

Neil Cohen

CFO
Windsor Capital Group, Inc.

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

COO
Streetlane Homes

No biography specified

Kevin Dillard

CFO
Server Farm Realty Inc.

No biography specified

Mark Enfield

Chief Administrative Officer
TruAmerica Multifamily, LLC

Mr. Mark Enfield is the Chief Administrative Officer of TruAmerica Multifamily and brings 15 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, financial operations, portfolio reporting, 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 Pac ... (view full description)

Deanna Farnell

CFO
Gelt, Inc.

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
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

No biography specified

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

No biography specified

Ray Haarstick

CEO
Relevant Equity Systems, Inc.

Ray Haarstick is the founder and CEO of Relevant Equity Systems. Relevant EquityWorks is a platform of Windows, Mac, iOS and Android apps designed to help Real Estate fund managers to streamline their operations, better administer funds, and maximize returns. EquityWorks was the industry's first integrated front-and back-office solution, and today it has been deployed to almost 300 firms in 24 countries worldwide. More information can be found on www.relevant.us. Mr. Haarstick holds dual B.S. degrees in Computer Science and Management from Worcester Polytechnic Institute (WPI).

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

CFO
Rich Uncles

Ms. Jean Ho. Ms. Ho is our Chief Financial Officer, having joined Rich Uncles in January 2016. Ms. Ho is also an adjunct professor of taxation at California State University, Fullerton's Graduate School of Accounting. 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 worth individuals, private foundations, and charitable organizations. Prior to her service at Soteira Capital, LLC, Ms. Ho served ... (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

Director
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

Senior Manager
Squar Milner LLP

Area of Focus Scott is a Senior Manager 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.  Consults and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.Business Experience Prior to joining Squar Milner, Scott served as a Senior Manager in the real estate and pass-throu ... (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 publicly-traded companies with res ... (view full description)

Keith Jones

CFO
Allied Orion Group, LLC

No biography specified

Afshin Kateb

CFO
Nimes Real Estate

Afshin Kateb manages Nimes’ finance department, including: accounting; tax; internal and external reporting; treasury/cash management; risk management; asset management; and financial planning and analysis. Mr. Kateb joined Nimes from sbe where he was the CFO for nearly seven years overseeing the company’s growth, reporting standardization, financial affairs and institutionalization of lender and investor relations. Prior to sbe, Mr. Kateb was Senior Vice President of Lowe Enterprises Investors serving as portfolio manager responsible for asset management, portfolio management and structured finance of investments of a $1 billion portfolio. Prior to Lowe, Mr. Kateb served as f ... (view full description)

Charlie 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

Partner, National Director-Commercial Real Estate
CohnReznick LLP

David A Kessler is a partner with CohnReznick and serves as the National Director of our Firm’s Commercial Real Estate Industry Practice.  David has 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally.   He represents both public and private clients, including developers, private equity funds, institutional investors such as life companies and pension funds, lenders, asset management companies, property management companies, REITs, loan funds, and hedge funds. His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, l ... (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

Director
CarVal Investors

Stephanie Matz is Director of Operations for CarVal Investors, a global fund manager with over $8 billion in assets under management. Stephanie joined the firm in 2007 and focuses on opportunistic and value-add real estate investments spread throughout the United States, Canada & Mexico. She is responsible for managing deal and fund-level operations spanning five separate funds with specific expertise in real estate net asset valuations, REITs, risk management, innovation and relationship management. Prior to joining CarVal, Stephanie worked for a Minneapolis based real estate developer. Stephanie has a Master of Landscape Architecture degree from the University of Minnesota and a Bac ... (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
Cortland Capital Mark. Services

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

EVP of Operations & Strategy
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, including entity structurin ... (view full description)

Ron Rossi

VP - Analytics
IMS CRE

Ron Rossi serves as the VP of Analytics for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 5 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates back offic ... (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.

No biography specified

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

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 and Real Estate Practice Group Leader
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 in ... (view full description)

Kristen Thomasino

VP Vertical Sales
AvidXchange Inc

Vice President of Vertical Sales & AP Automation expert, Kristen Thomasino, has worked on hundreds of automation projects with companies in every industry in a variety of sizes. With over 11 years of educating, coaching, and most importantly - real-life automation experience, her view is radically different. Kristen truly understands that the choice to automate your accounts payable process is a big one. She can help walk you through every step of the process – starting with the decision of whether or not your company is a good fit for AP automation. She is passionate about helping businesses be successful, having a positive impact on the economy, and looking for opportunities to reduce ... (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)

G. Joseph Viery

Senior Director Business Development
Bedford Portfolio Team

As Senior Director Business Developement Senior of Bedford, Joseph has successfully been speaking to REALTORS®, property owners, and tax professionals throughout the nation on the benefits of using Bedford services to maximize depreciation, and tax credits.  His clients include some of the nation’s leading real estate developers and well as the small building owner.  Mr. Viery manages a West Coast team of six accomplished representatives that lead California in the sales of cost segregation and other Bedford services. Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies.  Prior to 2008 he worked exclu ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firms New York office and National Partner-in-Charge of the 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. Vitullis 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 j ... (view full description)

Aaron Weaver

CFO
The Bendetti Company

Aaron Weaver joined The Bendetti Company in 2014 and as CFO, manages the overall financial risks of the company. Weaver oversees all financial planning and accounting activities as well as 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 LLP. Weaver graduated from Brigham Young University with a Bachelor’s of Science in accounting and is a Certified Public Account ... (view full description)

Andrew Yoon

Partner & COO
GreenOak Real Estate

Andrew Yoon is the Chief Operating Officer and a Partner of GreenOak. Andrew has been with GreenOak since inception in 2010 and is based in Los Angeles. He sits on the investment committee for GreenOak and its investment funds. Prior to joining GreenOak, he was a Managing Director and COO and CFO for Morgan Stanley Real Estate Investing (MSREI) in Asia. He served as CFO for MSREI Asia since 2004 and as COO since 2007 overseeing assets under management of over $20 billion until his departure in 2010. As CFO, Andrew was responsible in managing over $15 billion in debt financings across a variety of asset classes and operating companies. Prior to Morgan Stanley, Andrew worked as an inv ... (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
 
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 Specific 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 EIMN, 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.

PRIVACY STATEMENT

Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

This 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