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Avi Abroms

Managing Partner
Alpha Partners Group

 Avi Abroms is the founder and managing partner of Alpha Partners Group, a commercial real estate company that develops, invests in and operates multifamily and select retail opportunities. Prior, Avi spent nearly a decade working in asset management and redevelopment at Brixmor Property Group REIT, formerly a Blackstone entity, and as a private real estate developer in Brooklyn, New York. He has strong experience in institutional asset management, including development, budgeting, analysis and leasing institutional assets. He managed over 3.5 million square feet of A+ to B- institutional commercial space in the midwest and southeast and has managed over 400,000 square feet ... (view full description)

Jack Aduwo

CEO & Founder
Kendu-Bay Properties

Jack Aduwo is an experienced real estate investor and sponsor with over 2,000 units spanning across four different states (Texas, Arizona, Utah, Idaho and soon to include Georgia and Florida. His investing skills and experience span over 10+ years performing various real estate investment activities. Started with single family Investment then transitioned to multifamily investments. Strong experience in asset management, property repositioning, income generation, implementing operational efficiencies and cost reduction. Excellent reputation working with property managers, investors, brokers, contractors, vendors. Great experience in structuring teams to acquire and operate properties. Dedica ... (view full description)

Marcus Arredondo

Two by Two Group

Marcus Arredondo, Managing Partner Marcus Arredondo is an experienced investor, entrepreneur, multifamily syndicator and corporate real estate advisor. As the Founder and Managing Partner of Two By Two Group, a private real estate investment firm, he has acquired over 1,500 doors spanning a total of 6 states, including Alabama, Florida, Georgia, Louisiana, North Carolina, and Texas. Marcus also serves as Corporate Managing Director at Savills, Inc., specializing in representing companies’ interests in international and domestics strategies and transactions. Marcus has completed in excess of 200 transactions, totaling over 6.0 million square feet and ... (view full description)

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

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

Mike Ballard

Ascent Multifamily Accounting

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

Sam Bates

Bates Capital Group

Sam Bates is the founder and CEO of Bates Capital Group and co-founder and managing partner of Trinity Capital Group. Sam started his real estate career in 2009 and has been directly involved in the acquisition, reposition, disposition, asset management, and strategic planning of over $100,000,000 in assets under management. His portfolio currently has 749 units in Texas, Mississippi, and Georgia. Sam and his partners have roughly another 300 units in the pipeline to acquire and develop. Sam and his partners at Trinity Capital have also created a material sourcing business from preferred vendors in Asia. This allows their company to purchase higher quality products at a lower cos ... (view full description)

Ben Beggs

Managing Director

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

John Bennett

Managing Partner
Windcrest Investments

John Bennett is a Manaing Partner of Windcrest Investments. Windcrest provides investment opportunities directly into commercial real estate, particularly Multifamily, to select investors. We look for strategic value add and new development opportunities in communities experiencing growth and limited supply. Between the principals we have over 40 years of experience in virtually every facet of commercial and residential real estate. John oversees the sourcing, acquisition, funding and development of the companies investments while maintaining the role of investor relations as well. Prior to Windcrest John served as Executive Consult to Ambling Property Investment ... (view full description)

Michael Boggiano

Direct of Multifamily Originations
Lending One

Andrew Bowen

Vice President
RealPage, Inc.

Andrew Bowen serves as a Vice President of Market Strategy for Real Page in both the Ownership and Single Family Rental markets.  For over a decade, his focus has been on the tools that help investors and operators of multifamily real estate drive yield through better leveraging data and analytics.  Considered one of the experts on revenue management in multifamily, he is a regularly featured speaker on both the webcast and conference circuit brining a passion backed by twenty years of operational experience to the conversation. Andrew holds a Bachelor of Science in Aquatic Biology from the University of California at Santa Barbara.  When not pontificating on the future of the in ... (view full description)

Greg Boyle

Director of Sales

Chris Burns

Senior Vice President
Lincoln Property Company

Chris Burns is Senior Vice President and is responsible for all multi-family management operations and new business development throughout the southeast region. Mr. Burns has over 30 years of experience in multi-family management including new construction, stabilized properties, distressed assets, renovation properties and for-sale condominiums. Mr. Burns joined Lincoln in 1992 from RMS Partners, where he served as Director of Residential Management. Mr. Burns earned a Bachelor of Arts Degree from Florida Atlantic University in 1982 and holds the CPM® designation through the institute of Real Estate Management.   Mr. Burns is both a Past Chairman and a member of the Flori ... (view full description)

Brian Carrico

CEO, Co-Founder
The Guild

Brian Carrico is the Co-Founder & CEO of The Guild, a tech-enabled hospitality and experiential living brand based in Austin, TX with a growing portfolio of connected communities around the country. As CEO, Carrico is focused on innovating the multi-family and short-term rental industries by pairing boutique hospitality with flexible living accommodations in an integrated, full-building management model that improves the experience for renters, guests, and owners. An experienced hospitality and real estate professional, Brian co-founded The Guild in 2016 to provide travelers tech-driven, community-based accommodations with hotel-like amenities across some of the most populate ... (view full description)

Martin Chera

Express Capital Financing

Martin Chera has been an owner of Express Capital Financing for the past 8 years, helping his investors and clients in building their wealth in real estate. Martin has a deep understanding of the inner workings of real estate business operations, he services the needs of investors in real estate helping them identify a qualified property to attain their financial goals. Martin’s business and life experiences make him uniquely qualified to service the needs of investors. Martin efficiently uses his knowledge and expertise to walk his investors through the stages of selling and buying a property with a market analysis of the return on investment and where the marke ... (view full description)

Tony Cianciolo

Head of Acquisitions
MJW Investments

As Head of Acquisitions, Tony Cianciolo is responsible for leading MJW’s direct investments platform throughout the United States and sourcing investment opportunities primarily in the multifamily conventional space. Since joining the firm in May 2021, Tony has sourced and closed 4 acquisitions totaling more than $100M in purchase price. Prior to joining MJW, Tony served as Director of Acquisitions at Hamilton Zanze, where he was responsible for deal sourcing and aligning investor equity with new investment opportunities. At Hamilton Zanze, he was integral in sourcing and closing more than 90 multifamily acquisitions across the country totaling over 21,000 units and $3.3B in transactio ... (view full description)

Yaakov Cimmerring


Jay Clark

Southeast Capital Companies

Jay is Founder & CEO of SEC. Jay began his professional career in public accounting and later founded Apartment Realty Advisors (“ARA”), a real estate brokerage firm, in 1993. After successfully selling ARA, Jay focused exclusively on SEC with initial inves ... (view full description)

George Connell

Founding Partner
Castlegate Property Group

George Connell graduated from the University of Georgia with a BBA in Risk Management and Insurance.  He started his career at Marsh & McLennan prior to returning to graduate business school at the University of Texas where he graduated with a MBA with a concentration in Real Estate Finance and Entrepreneurship.   Upon graduation from Texas, George joined Archer, an Atlanta real estate company concentrating on middle market single and multi-family housing as well as hotels in growth and niche markets.    In 2014, George established Castlegate Property Group with Frederic Dawson to focus exclusively on middle market multi-family rental housing.  To date, Cas ... (view full description)

Victoria Cowart, CPM, NAAEI Faculty

Dir. Education & Outreach

Victoria Cowart, CPM, NAAEI Faculty, is a multifamily industry member with extensive experience providing management and oversight for multifamily housing communities (conventional and subsidized), mobile home communities, and HOAs. She is a property management instructor and a proud graduate of the both the Advanced Facilitators Training (NAAEI Faculty) and of the NAA Lyceum Program. Victoria obtained her degree in the Management of human resources and then her industry CPM designation. She was honored to be commissioned a SC “Palmetto Patriot,” and to receive the Charleston Regional Business Journal’s Executive “Influential Women In Business” award, and the NAA AIMS Grassroots Member Advoc ... (view full description)

Jeannette Cox

Executive Vice President
Oddo Development

Jeannette Cox is Executive Vice President of Oddo Development Company overseeing strategy, development and operations for residential, multi-family and commercial real estate. Ms. Cox has over 15 years of successful experience in commercial real estate and property management with particular strengths in owner-manager communications, company strategies and multi-family design and functionality.  Ms. Cox is actively involved in the National Apartment Association and serves as a director on the board and Region Vice President for the Association.  Ms. Cox earned a bachelor degree in Business Administration, holds her CAPS certification through the National Apartment Association. She is also th ... (view full description)

Andrew Cushman

Vantage Point Acquisitions

Andrew Cushman has run real estate investment businesses full time for the past decade. Leaving his corporate engineering job in 2007 just before the Great Recession began, Andrew completed 24 single family transactions (purchase, rehab, sell), all of which earned significant returns for both his business and investors. Sensing another shift in the market, in 2010 Andrew transitioned to the acquisition and repositioning of multifamily properties and has successfully acquired and repositioned 1,796 multifamily units to date. Several of these properties were in more challenging markets and were heavily distressed at acquisition but today are fully stabilized with continuing rent growth. Andrew ... (view full description)

Clive Davis

Managing Director
Park Royal Capital

Kerri Davis

Founder & CEO
Fortress Technology

Kerri Davis is the Founder & CEO of Fortress, a revolutionary software company shaping the future of property management. In her role as President of Elmington's property management division, she was dissatisfied with the current PropTech offerings in the market and set out to build a better platform for all users. Today, the company has Walker & Dunlop as an investor and 50,000+ units on the platform. Fortress started as an internal tool and is now actively onboarding clients across the country. Kerri earned an accounting degree from the University of Central Arkansas and received her Juris Doctorate from Case Western Reserve University. After graduating, ... (view full description)

Mark Deddens

iStorm Group

Mark Deddens is the Founder and CEO of iStorm Group, a risk management solutions firm that specializes in claims processing and disaster recovery for multi-family property owners. Mark is a visionary leader and entrepreneur with expertise in identifying major vulnerabilities in multi-family and commercial properties and working diligently with owners to deliver actionable plans and bulletproof solutions for protection before and after the storm. Mark is leading iStorm Group into its 10th year in business with over $101 Million in project settlements and a 95% claims indemnification success rate.

Zach Dovner

Vice President of Acquisitions
Eastham Capital

Nick Drzycimski

Sales Manager
Rent Manager

Nick Drzycimski is Sales Manager of the Rent Manager property management platform at London Computer Systems (LCS). During his tenure with the company, Nick has held several different positions—Product Support Specialist, Account Manager, and Sales Representative—all of which have given him the opportunity to learn the ins and outs of the multifamily industry, as well as gain a deeper understanding of how each customer uniquely uses our software. Nick is one of the most requested speakers at the annual Rent Manager User Conference, and has a knack for connecting property managers with the technology solutions they need to be successful.

Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

Brett Duke joined Atlantic | Pacific Real Estate Group in 2012 and has nearly 20 years of real estate experience in acquisitions, asset management, development, and investment sales. Mr. Duke oversees A|P’s Investment Management platform where he is responsible for its market-rate portfolio’s performance, construction/renovation programs, and investor relations.  Mr. Duke is a graduate of the University of Georgia with a B.B.A. in finance.

Ezra Dweck

IceCap Group

Prior to joining IceCap Group, Ezra was the Head of Private Equity at Safra Asset Management and later the Chief Investment Officer at Brooklyn based Duke Properties. At Duke, he led the acquisition of over 40 properties and developed a keen understanding of the New York City market. At IceCap, Ezra runs the Originations, Underwriting, and Closing teams. Ezra graduated with honors from the Wharton School of Business and Finance at the University of Pennsylvania, with a dual concentration in finance and entrepreneurial management. While there, Ezra was a member of the University’s Ben Franklin Scholars program.

Steven English

Dir of Business Development
Renu, Inc.

Steven sources and networks with true owners and operators looking to leverage a turnkey solution for interior renovations and capital improvement projects. He leads Renu's Renovation BD division encompassing: multifamily market rate, hospitality, affordable housing, single family luxury, commercial/retail, and office. Have you spoken with Steven about Renu's turnkey capabilities in your market?
c: 214.208.4050

Steve Firestone

Crown Bay Group LLC

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

Dane Fitch

VP of Originations
Riverbend Lending

Dane Fitch started investing In real estate 7 years ago and has done over 100 flips and owns 40+ short term rentals.  Dane entered the private mortgage industry 3 years ago and uses his knowledge of the value add space to help his clients at Riverbend Lending, to achieve their goals of selling or stabilizing their assets in the most effective loan products.  A high school educator for 10 years prior to becoming a professional lender, he has a passion for learning and teaching about new investment and lending strategies that allow his clients to stay flexible and competitive in the ever-changing investment landscape.

Avi Fogel

Chief Operating Officer

Justin Ford

Pax Properties, LLC

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

Marshall Friday

Director of Sales
ADT Multifamily

Marshall has been with ADT since 2005. He has held roles in residential sales, sales management, training and leadership development, and multifamily. His knowledge of technology in the single family home and multifamily space go back to the introduction of apps controlling and managing resident experiences. Marshall got his Bachelors in Business Administration from the University of the Incarnate Word in 2007. ADT Multifamily brings smart home technology like locks, thermostats, leak detectors, and security to property managers and owners. Our solutions also extend outside the unit to include access control, CCTV, and commercial fire. We are fully integrated with the top propert ... (view full description)

Michael Fusco

Founder & Chief Executive Officer

Melanie Gersper

Chief Operating Officer

Melanie is currently responsible for the oversight of asset management, acquisitions, dispositions and various other matters at ACRE. Her work has included operating large portfolios of owned and fee-managed assets – both stabilized and new development – in several markets. Previous positions include COO at CFLane, Senior Vice President of Operations at Bell Partners, President of Operations for Cortland Partners and Regional Vice President of Lane Company. Earlier accomplishments include serving as Regional Manager, as well as in other capacities for Gables Residential, which was then a publicly-traded REIT. Melanie earned her Bachelor's degree in Business Administration from Bowling Green ... (view full description)

Austin Graham

Associate Vice President Multifamily

Austin Graham is a trusted client advisor for Matthews Real Estate Investment Services™. Austin is devoted to utilizing his expertise in the disposition and acquisition of multifamily assets for his clients nationwide, specifically, in the Southeast. Through keen market insight, extensive industry experience, and a robust investor network, Austin consistently exceeds client investment goals. Austin redefines expectations through unwavering loyalty and commitment to the interests of his clients, resulting in an unparalleled agency experience. B.S., Finance and Professional Sales Summa Cum Laude Florida State University PROFESSIONAL ACCOMPLISHMENTS 2021, 2022 Ma ... (view full description)

Bill Ham

Chief Operating Officer
Broadwell Property Group

Molly Hamburger


Larry Hancock

Director of Mid Market Sales
Tenant Turner

Larry Hancock is the Director of Mid Market Sales at Tenant Turner - a Y Combinator backed software company that provides tenant lead management and showing scheduling for thousands of clients across North America and Canada. As your property management partner, Tenant Turner helps you save time by pre-screening for quality tenant leads, streamlining the leasing process, and creating operating efficiencies so you can quickly fill vacancies, maximize NOI, and grow your business. Larry holds a Bachelor of Science in Entrepreneurial and Small Business Operations from Virginia Commonwealth University (VCU) and a da Vinci Center certificate in product innovation. Outside o ... (view full description)

Bob Hansen

Head of Sales
Second Nature

Experienced executive in the Real Estate indurstry, currenly serving as Head of Sales at Second Nature providing the industry with the best-in-class fully managed Resident Benefit Package. 

Prior to Second Nature, I was SVP of Operations at Home Partners of America overseeing Pathlight Property Mangement. My intro into Real Estate started while I was at / CoStar. In my last role at, I served as Regional VP of Sales. 

Jamin Harkness

Executive Vice President/Partner
The Management Group

Jamin HarknessExecutive Vice President, Partner Jamin Harkness was born and raised in Atlanta, Georgia. Prior to joining The Management Group, LLC, he worked for private and public (REIT) management companies in various rolls with direct oversight of Conventional, Tax Credit and Section 8 Based Communities.    Jamin served as Vice President at Atlanta-based Avila/Wesley Apartment Homes, and served as Vice President of Operations for 18 properties totaling 8,000 units. Previously, he worked with Fifteen Asset Management as Senior Vice President, overseeing 18,000 total units in 13 cities spanning nine states. Jamin has also worked with Equity ... (view full description)

Jenny Hart

Enterprise Managing Consultant
RealFoundations Inc

Jenny Hart is an Enterprise Managing Consultant with RealFoundations and leads the firm’s marketing & sales practice area. This new service offering takes a customer-centric approach to planning and implementing strategies that increase profitability, drive premium valuations for real estate assets and provide a competitive advantage. Jenny specializes in aligning clients’ investment objectives with market research analysis to design and launch brand strategies, marketing programs and customer experiences that accelerate leasing velocity and rent growth for real estate assets. At RF she is also focused on instituting industry-leading approaches to process, people, technology, and c ... (view full description)

Patrick Harwell

LMS Real Estate Investment Management

Patrick is responsible for LMS’ Investment and Asset Management activities. With more than 20 years of real estate investment experience and total transactions exceeding $1 billion, Patrick has extensive expertise acquiring, rehabilitating, developing and operating multifamily investment properties. Patrick’s experience with all multifamily product classes and widespread relationships with owners, brokers and lenders allows him to see emerging trends and quickly identify investment opportunities that fit LMS and its client’s investment objectives. In addition to leading LMS’ investment activities, he advises numerous diverse international investment firms with their U.S. based real est ... (view full description)

Bryce Henderson

Strategic Account Director
Juniper Square

Bryce Henderson is a current Strategic Account director at Juniper Square. He has a long-standing history in the Technology space serving businesses and owners in various capacities over the last 10 years, with a focus in CRE and Management. Bryce takes great pride in being able to make recommendations when it comes to companies current Tech stack, and ways to help make them more efficient so they can focus on their goals.

Clinton Holcomb

Techome Modular

Clinton Holcomb is the CEO at Techome Modular, a Nashville based company, and has more than 15 years of construction and development experience. He has overseen new construction and redevelopment projects during that time, including: industrial, mix-use, special purpose venues, residential housing, and historic preservation. He has been involved in all phases of development, from planning and permitting, to construction and property management. He currently owns several companies including Techome modular, Arrowhead Golf Club, a property management and real estate development firm, and Discover CBD. His graduate studies were in applied economics and he holds a real estate brokers license in ... (view full description)

Anne Hollander

Lobby CRE

Erin Hudson

Director, Investor Relations
Quattro Capital

Lisa R. Hurd

Chief Investment Officer
The RADCO Companies

Lisa R. Hurd serves as Executive Vice President at Atlanta-based real estate investment and development firm The RADCO Companies. As the co-head of the RADCO Investment division, Lisa oversees Capital Markets, Asset Management, and Dispositions for the firm. Lisa’s team structures and raises private equity capital, sources creative and accretive debt, manages investment performance, debt, and investor relations for all assets under management, and oversees dispositions activity within RADCO’s multifamily, JV equity, and hotel portfolio. Lisa has spent her entire career at RADCO and has held multiple roles within the firm during its unprecedented growth following The Great Recessi ... (view full description)

John Isakson

Chief Financial Officer
Preferred Apartment Communities

John Isakson, Chief Financial Officer of Preferred Apartment Communities (PAC), has spent his entire professional career in the real estate industry.  He has a broad depth of knowledge on both the private and institutional side of the industry in acquisitions, dispositions, finance and asset management.    Prior to his role at PAC, John was a founding partner with John Williams in starting Williams Asset Management (WAM) in January 2006.  WAM was an investment and asset management firm that ran a private equity fund from 2006 to 2013.  Isakson also served as CEO of Tarpon Development, LLC – a company he co-founded in 1999.  Prior to starting Tarpon Development, Isakson served as ... (view full description)

Cristina Istrate

Asset Manager

Cristina Istrate leads the firm’s multifamily asset management efforts in Atlanta, GA. In her role, Cristina is responsible for asset strategy and business plan execution to maximize performance for FCP’s investments. With over 10 years of experience in the real estate industry, Cristina brings a wealth of knowledge focused on value-add and revenue growth, property management, creative marketing strategies, and development of highly effective teams. Cristina has several industry certifications and awards and is an active member of the National Apartment Association and Institute of Real Estate Management. She is a graduate of the Technical University of Moldova.

CJ Joiner

Director, Business Development
REV™ The Multifamily Leasing Company

Who grows up wanting to be in the multifamily industry?"Not I," says, the girl who majored in broadcast journalism while working as a part-time leasing agent at her off-campus student housing apartments. The Multifamily Industry's story over the course of its 30+ years’ existence is still the same where good is good enough and zero to litte value is the credit we give to a property's #1 revenue stream.   From zero industry aspirations to changing the multifamily industry, CJ's life and professional experiences make her a franchise player in the organization by Being able to adapt, ... (view full description)

Umair Kabani

VP of Business Development

Umair Kabani is the VP of Business Development at Inspectify. He formerly helped lead the launch of Uber, and most recently led the launch of Peerspace nationwide. He has been in real estate for over 15 years, brokering, financing, and investing in SFR properties. 

Alex King

TruAmerica Multifamily LL

Casey Koenig

Director of Aquisitions
Exponential Equity

Casey Koenig is the director of acquisitions at Exponential Equity. Casey has over three decades of International sales and business experience in more than 30 countries . Since 2015, he has focused on commercial asset transactions in the United States. With over $350 million dollars in Commercial Property transactions, Casey has a strong pulse on the macro-economic trends of supply and demand of large multifamily assets along with programmatic relationships with real estate brokerage firms nationwide.

Michael Krause

Atrium Management Company

In his 16 years in property management Michael Krause has managed over 15,000 units across 22 different states.  Michael has always put a strong emphasis in team building and creating a positive working environment.  Through his leadership Michael has helped countless coworkers advance in their fields, and move into leadership roles of their own.  Michael believes in surrounding himself with great people, and thrives on networking and making new meaningful relationships.  Michael currently serves on multiple industry related boards and committees, and has recently been recognized with multiple awards within those organizations:  2019 Central Florida NARPM President.  2018 Florida State ... (view full description)

Jon Krebbs

Managing Partner
The Multifamily Group

Jon began his career in real estate in 2005, purchasing and renovating several multifamily properties while attending college. Since then, he has been involved in the brokerage, management, development, and construction of multifamily and single family assets across Texas and Oklahoma. Prior to forming The Multifamily Group, Jon was a top producer at Sperry Van Ness and at the Henry S. Miller Company. Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With 13 years of real estate experience and an abundance of industry contacts, Jon analyzes each assignment carefully and ... (view full description)

David Kwitman

Ready Capital

David is a real estate investment professional with over 15 years’ experience investing in private market real estate transactions across the capital structure and property types. As a Director in the production group of Ready Capital, David is responsible for sourcing, structuring and closing loans for the firm’s nationwide middle market bridge lending platform with a focus on transitional and value-add real estate opportunities, Freddie Mac Small Balance and Non-Recourse Construction loans. Prior to Ready Capital, David held positions at FirstKey Lending, Prudential Real Estate Investors and J.P.Morgan. He is a graduate of Washington University in St. Louis and received his M.B.A. from Col ... (view full description)

Lawrence Larisma

Executive Vice President
River Rock Capital Partners

Lawrence Larisma serves as Executive Vice President of Capital Markets and Investments at River Rock Capital Partners and leads the capital raising initiatives as well as the origination and execution of real estate development, acquisition and investment transactions of the firm. He is responsible for deal sourcing, investment analysis and due diligence, deal structuring and raising debt and equity capital. He also manages investor and lender relationships and reporting as well as oversight of asset performance and dispositions. Lawrence has over 26 years of experience in commercial real estate and finance, having originated and underwritten over $1.4 billion in fina ... (view full description)

James Ledbetter

President and COO
Drucker & Falk

A respected industry veteran, Jim joined Drucker + Falk in 2009, bringing with him 23 years of commercial real estate leadership experience. As a senior-level investment and asset management executive with some of the industry’s most prominent firms, Jim has extensive experience in commercial real estate acquisitions, dispositions, finance, development, brokerage, and property management.  He has been instrumental in the transformation of Drucker + Falk from a family business to now being among the Top 50 most prestigious property management firms in the country. A graduate of Auburn University with a Bachelor of Science degree in Industrial Management, Jim obtained a Masters of Busine ... (view full description)

DD Lee

Regional Director
PURE Property Management

DD Lee, MPM® RMP® is the broker of Skyline Properties Group, Inc, A PURE Property Management Company. Skyline specializes in residential and community association property management with offices in Woodstock, Acworth and Fayetteville GA. DD has been in the property management business for 18 years. She currently serves on the National Board as Southeast Regional VP for NARPM.  

Tzali Levin

Sapir Realty, LLC

With over fourteen years in the business, I am equipped with knowledge and experience that can help buyers and sellers find their way to satisfactory results. Having started with leasing properties in New York, I went on to obtain my real estate agent and broker licenses. Since then I have helped purchase and sell over 1,000 homes and counting. In addition to running a brokerage, I decided to start a property management company which is now proudly managing over five hundred homes in the Atlanta area. My goal is to provide our clients with the best services they need to accomplish their real estate needs!

Matt Lineberger

Regional Sales Manager – East
Lima one Capital

Matt Lineberger currently serves as Lima One Capital’s regional sales manager with his office and primary focus in Atlanta and the southeastern region of the United States.   He and his team are responsible for originating loans for the company and the overall sales growth of the territory.   Lima One Capital works with investors all over the country to provide funding for commercial and residential projects.   Matt is a native of the Atlanta area and a graduate of the University of Georgia.   He has been in the real estate industry for over 18 years and brings a diverse real estate background to the team.    Prior to joining Lima one 8 years ago, he spent the bulk of his career with a ... (view full description)

Josh Mandell

Gateway Companies

Josh Mandell is the President/COO for The Gateway Companies, an owner/developer/manager of multifamily properties throughout the Southeastern US.  Josh is a graduate of the University of Alabama (B.A.) and Loyola University (New Orleans) School of Law.  Josh serves on the boards of The Alabama Wildlife Federation, and The Eyesight Foundation of Alabama.

Jennifer Maurhoff

Multifamily Sales Director

Jennifer Maurhoff has over fifteen years of experience with multifamily technology and software. From AI Leasing to Z-Wave devices, Jennifer loves keeping up with the newest technologies impacting the industry today. 

Specific areas of expertise include multifamily SaaS solutions, Smart Building, IoT devices, cloud based access control, property management software platforms, analytics, business intelligence, leasing and digital marketing.

DJ McClure

Director of Sales
National Flood Experts

DJ McClure is the Director of Sales and Business Development at National Flood Experts (NFE). DJ works with real-estate investors nationwide to provide niche solutions to add property value, increase NOI, and remove lender-mandated flood insurance for their flood-zone assets. Working within various vertical commercial real-estate markets, including multifamily, DJ consults with clients to find unique cost-saving solutions as part of their overall value-add strategy. To date, he has helped clients save well over $5M and add over $100M in property value. DJ’s focus centers around the growth and management of strategic nationwide partnerships, and he serves as a resource ... (view full description)

Tom McDermott

Vice President, Sales

Tom McDermott’s real estate career spans more than two decades as a sales executive for both startups and established businesses. Mr. McDermott has used his expertise to help hundreds of companies gain efficiencies, drive revenue, reduce costs and make better decisions through innovative technology. Mr. McDermott oversees multifamily and national military sales in the Southeast and Mid-Atlantic for Yardi. He has been an active member of IREM, NAA and NMHC at the national level for more than 10 years, and has also been involved with acquisitions, dispositions, M+A and real estate investment.   Mr. McDermott holds a degree in management from Paul Smith’s C ... (view full description)

Eileen McDonald

Senior Vice President

John Mejia

Providence Investments

John is the founder and CEO of Providence Investments.  Providence is private apartment investment firm focused on value-add and development.  John started the Company in 2011 and rapidly grew the company to several thousand units in a few short years.  He is a former Naval Officer and Airline Pilot.  He is married to a southern bell and is also a proud dad to two beautiful girls.  John attended Syracuse University and received his Science degree in 1995. 

Aaron Metaj

Northwind Financial

I have been excitedly originating commercial loans for Northwind Financial as its Senior Vice President. We have an excellent platform to assist companies with providing capital to stabilize their business and see their goals fulfilled. We offer creative financing options as a direct lender backed by public and private securities and investors.

Scott Miller

Vice President
Meridian Capital

Scott Miller joined Meridian in 2020 and currently serves as a Vice President in the company’s Boca Raton office. He is responsible for the origination and placement of loans across a broad array of property types, including multifamily, development sites, office, retail , and mixed-use in locations nationally. Prior to joining Meridian, Mr. Miller was an Associate at Compass Commercial where he was involved in both retail and office leasing for landlords and tenants in New York City. Prior to joining Compass Commercial, he spent four years at Douglas Elliman in both the brokerage and new development divisions where he worked with top developers on some of the most noteworthy new devel ... (view full description)

Lance Minor

Strategic Account Director
Juniper Square

Lance Minor serves as a Senior Account Director for Juniper Square. Lance’s career spans 10 years in CRE with a focus on technology. Prior to joining Juniper Square he was an Account Director on the Enterprise Sales team for WeWork and Vice President for VTS (formerly View the Space).
He has a proven track record in sales and business development for SaaS solutions as well as scaling businesses and teams for growth and success. Lance takes great pride in being the voice of and advocating for all of our customers, he also participates in many conferences and webinars.

Mark Moore

ILM Capital/WE Communities

Keith Morris


Keith Morris is a Director with Lument, based in Atlanta, GA. Lument is a nationally recognized leader in multifamily and seniors housing finance. Mr. Morris joined Lument’s predecessor Hunt Real Estate Capital in 2010 and structures debt nationally for multifamily properties through Lument’s Fannie Mae, Freddie Mac, FHA, and proprietary loan programs Mr. Morris has 26 years’ experience in the mortgage industry with 24 years specifically in the commercial mortgage origination business. He has worked on more than $3 billion of debt transactions that cover a broad spectrum of asset types and loan structures. He began his career with Collateral Mortgage in Birmingham, AL and then in Atlan ... (view full description)

Branigan Mulcahy


Prior to co-founding Virdee, Branigan was the Global Head of Real Estate at the VC-backed, short-term rental company The Guild, where he led expansion into new locations and markets. Over the past decade, his career has been focused on investing in and developing commercial real estate. His experience includes working in investment banking at a bulge bracket firm in New York and leading the ground up development of office and residential buildings in Austin. His current work in the PropTech space is focused on partnering with owners and developers to solve their biggest challenges with access and visitor interactions via technology.

Rod Mullice

Managing Partner
Windsor Stevens

Windsor Stevens Managing Partner Rod Mullice is an experienced developer who believes deeply in the crucial role the built environment plays in creating healthy communities. His vision is not just about creating spaces where people live, work and play. His approach to development focuses on crafting a built environment that encourages social interaction, technological innovation, environmental sustainability, and transportation options, facilitating the Connected Lifestyle. Rod has closed on over $150 million in transactions of urban development, financing and acquisitions since 2009. He led the team that renewed the leases of a 217,000 square foot office building in Historic Downtown ... (view full description)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

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

Kevin Owens

Division President
RPM Living

Mr. Owens is an accomplished leader with more than 20 years of experience in property management operations. For more than 14 years, he has served in senior leadership roles with several national property management companies. He has extensive experience leading large operational teams and in managing large apartment community portfolios. Mr. Owens has experience with multiple asset types including conventional market rate communities with a particular emphasis on Class-A assets. He has worked closely with property owners, including high-net-worth individuals and institutional investors, to maximize the value of their investments through critical analysis, creative business planning, and sou ... (view full description)

Carl Pankratz

President and Managing Director
Blackacre Commercial

Carl Pankratz is the President and Managing Director of Blackacre Commercial, a boutique investment firm, commerical mortgage brokerage, and title insurance provider based in Dallas, Texas. He is also an Adjunct Professor at Texas Christian University Neeley School of Business and was recently appointed by Governor Greg Abbott to study the use of land banks throughout Texas. Carl has a wealth of experience in a myriad of commercial real estate disciplines including: sourcing debt and equity, as a city councilman, as an investor, as a business consultant, as an attorney, and as an underwriter and escrow officer for a title company.  Overall, he has been involved in over a billion dollars in r ... (view full description)

David Perez

Carroll Organization

David Perez serves as Chief Operating Officer of Carroll Organization. David believes that people are one of Carroll Organization’s greatest assets and looks to constantly challenge the organization in its path to be the best for its partners, investors and residents. As part of his duties, he oversees the operational, managerial and support positions for the Company and ensures the effective placement and management of process, technology and data empowering the organization to achieve its business objectives and strategies. He oversees the day to day operations, managing people, mitigating risk and enabling information technology ensuring the Company seeks insights and maintains high stand ... (view full description)

Maurice Philogene

Director, Investor Relations
Quattro Capital

Cameron Pimm

Managing Partner & COO
Urban Landings

Cameron Pimm is the Chief Operating Officer for Urban Landings and oversees Acquisitions and Asset Management. He is a multi-family and commercial real estate professional with experience spanning across the spectrum of real estate investment encompassing ownership, debt and equity structuring, asset and property management, and leasing. Cameron’s experience prior to Urban Landings includes co-founding two successful real estate investment companies focusing on repositioning undervalued multifamily assets and acquiring in-town commercial properties. He has also worked for industry leaders to oversee portfolios of multifamily assets for institutional and private clients, direct the operations ... (view full description)

Will Powers

Chief Operating Officer

Will has spent over 30 years in the financial services industry. Prior to AKRU, Will served as CEO for Alternative Advisers, LLC, a consulting firm for new sponsors looking to raise capital through independent broker dealer and RIA channels. Over his career, Will has worked with several successful companies in building out distribution and capital raising efforts, including ING Funds, Dividend Capital, and Preferred Apartment Communities. Will has a BS in Business from Emmanuel College and holds a Series 7, 24, and 63 securities licenses.  AKRU is a real estate tokenization platform. AKRU works with asset owners to create additional liquidity by tokenizing the asset and allowing  ... (view full description)

Norman Radow

The RADCO Companies

Normans vision in establishing RADCO in 1994 was borne out of a life-long passion to combine his love of real estate and people. I wanted to build a special company that would not only promote its own growth and create a unique, supportive work environment, but also make neighborhoods and peoples lives better, says Radow. We care about our people, our residents, our lenders and especially our investors. Normans first project was a redevelopment of a 53-story Atlanta hotel, office and condominium tower in distress, which later became the Four Seasons Hotel. It was this project that solidified his and RADCOs sterling reputation. Twenty years and dozens of successful projects later, RADCO ... (view full description)

Olivia Ramos


Olivia Ramos is the founder and CEO of Deepblocks, a technology combining proprietary algorithms and artificial intelligence to canvass cities instantly. With Deepblocks, developers, advisors, and investors are expediting site selection and feasibility analysis. 

Olivia holds master's degrees in Architecture from Columbia University and in Real Estate Development from the University of Miami, she designed big data navigation software for the Department of Defense’s DARPA Innovation House, and attended Singularity University’s GSP and accelerator, where Deepblocks was founded.

Hunter Ramzy

Director of Multi-Family Finance
RCN Capital

Hunter Ramzy joined RCN Capital in 2021 as the Director of Multi-Family Finance. He is based out of RCN’s Charlotte, NC office and works with the firm’s multifamily bridge and term lending programs. Before joining RCN, Hunter previously worked at Wells Fargo in both its Real Estate Capital Markets and Commercial Mortgage Loan & Securities Finance groups. His experience included CMBS lending, as well as repo lending to non-bank Lenders for CMBS and bridge loans. Before Wells Fargo, Hunter worked for Finance of America Commercial, where he focused on SFR portfolio lending. He began his career at BB&T (now Truist) working in Commercial Credit, as well as the bank’s Asset Resolution Grou ... (view full description)

Sherri Raymond

Regional Vice President of Sales
Leonardo 247

Sherri is an experienced Regional Vice President of Sales in the Southeast region with a demonstrated history of working in the Multifamily Industry for over two decades.  Skilled in Relationship Management, Sales, Customer Solutions, Account Management with a focused knowledge of technology & software solutions that assist real estate operators in driving amazing results.  Known for quickly evaluating clients needs and delivering solutions that align with their success and create lasting strategic relationships.


Brent Rickert

National Sales Manager
Dish Fiber

Brent Rickert is the National Sales Manager for Dish Fiber, a nationwide bulk internet and video service provider. During his career, Brent has held several different positions within the telecom space. These experiences have given him the opportunity to learn more about technology and how it can be used to improve resident experiences as well as drive higher NOI in MDU communities.

Peter Roisman

Co-Founding Principal, President &

Over the past 3 decades, Mr. Roisman, an entrepreneur with a proven track record, has started, operated, and in some instances, joined senior management teams at emerging businesses in multiple industries.  The business principles he has developed throughout his career are both fundamental and cutting edge, a unique combination. Mr. Roisman’s latest venture is REV, The Multifamily Leasing Company, (, where he is Co-Founding Principal, President & CEO.  Houston-based, REV was formed in 2019 as both a PropTech and a Human Capital business, to create meaningful incremental value for Multifamily owners through unmatched high-performance  long-term leasing.   REV’s ... (view full description)

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Mr. Root is a co-founder and managing principal of Blackfin Real Estate Investors.   Blackfin was founded in August of 2016 and currently owns approximately 3,000 apartments across the east coast.  Blackfin focuses on high quality multifamily properties throughout the Northeast, Mid-Atlantic and the Carolinas. Blackfin seeks opportunities in markets with expected growth prospects and strong underlying fundamentals, and actively engage in managing and repositioning assets to maximize their ultimate competitive position.  Mr. Root is responsible for the acquisition and asset management of the venture’s investment portfolio. Prior to co-founding Blackfin Mr. Root was a Managing Director o ... (view full description)

Chris Salerno

QC Capital

By the time he was 24, company principal Chris Salerno had sold more than 40mm in real estate volume and helped lead the #1 real estate team in the Carolinas to produce more than 140mm in annual sales. Named to Charlotte’s 30 under 30, Elite 50 entrepreneurs, Elite 50 30 under 30 entrepreneurs, and nominated for Forbes 30 under 30. ​Chris’ vision has led QC Capital to quickly become a well-respected, high-return investment firm.

Jon Siegel

Railfield Realty Partners

Jon Siegel is Co-Founder and Chief Investment Officer of RailField Partners, an investment and asset management firm focused on multifamily real estate. At RailField he has primary responsibility for acquisitions, dispositions, and financing. Prior to forming RailField, Jon was a founding partner of J.S. Watkins Partners, an advisory firm that has advised clients on over $25 billion of multifamily transactions. Clients included large financial institutions and other prominent industry players. The firm was also retained by HUD as its exclusive Loan Sale Advisor for all of its multifamily loan sales. Prior to forming J.S. Watkins Partners, he was Director of Structured Transactions in F ... (view full description)

Kristina Simonovich

VP of Operations
33 Realty Management

Kristina is the Associate Broker and VP of Operations for 33 Holdings and 33 Realty Management in Atlanta, GA, her focus is to help investors/landlords feel at ease with their property under management while helping to maximize their return on investment.Kristina has an extensive background in Leasing and Management of Single Family & Multi-Family Real Estate Rental portfolios for Institutions, REIT’s, Owners with 20+ Asset Portfolios while working in her previous role as Director of Property Management for Atlantic Property Management with oversight of 20+ direct reports & 750+ Properties under her management.Kristina ... (view full description)

David Smith

Avenue Living US Real Estate

Mr. Smith serves as the Chief Executive Officer of Avenue Living US Real Estate Trust and the Chief Operating Officer of Avenue Living Asset Management Ltd. Mr. Smith has 15 years of real estate investment experience with international banking and private equity firms. His focus has included multi-residential, office, retail and industrial asset classes having completed large portfolio acquisitions, REIT privatization and structured debt investments. Mr. Smith most recently worked for an institutional real estate investment and asset management firm in Calgary. Prior, Mr. Smith worked for a global real estate asset manager in Toronto and helped in the investment of over $6 ... (view full description)

Ryan Sollinger

Director Business Development

Ryan Sollinger has been involved with most aspects of real estate for 15 years servicing sales, multi family and student housing. He is currently a Director of Business Development at Leap; a leading, nation wide, insurance company for rent default and security deposit solutions. Ryan was previously a managing director with Xspor, a manufacturer and consulting firm for environmental hygiene in residential and commercial properties where he grew revenue by over 35%. He helped create a residential brokerage in Harlem which was later acquired by Compass. Ryan started his career at Douglas Elliman where he brokered over 138M in sales.  He is an active speaker on the Good Morning New York podcast ... (view full description)

Chad Sutton

Director of Acquisitions
Quattro Capital

Lauren Taylor


We are a full-service operations company and are income-producing experts for Single, Multi-Family, and Commercial investors. We are made up of 3 specialized divisions: RHC Management: Multi-family + Commercial Brokerage and Property Management ranging from industrial, retail, and land  to multi-family and asset management.  Rent Haven: Single + Multi-family Management specializing in LIHTC, affordable housing, and voucher-based housing Realty Haven: SFR Brokerage + Acquisitions focused on tertiary southeastern markets. Since 2018 we have led the acquisition of over 150 million in assets, renovated over 1200 assets, and have active LIHTC developm ... (view full description)

Faron Thompson

Regional Managing Director

Faron Thompson focuses on debt and equity placement for multifamily properties, offering financing from a diverse group of capital sources including life insurance company correspondents, Wall Street conduits, Fannie Mae, Freddie Mac, HUD, debt funds, banks, credit unions, and other prominent sources. He partners with investment sales teams within the Southeast region, as well the company’s nationally recognized servicing platform. Faron is known throughout the investment banking world for his strong drive, exceptional client service, superior earnings growth, collaboration, teamwork and management of people.   Prior to joining Northmarq, he served as Atlanta’s Capital Markets Gr ... (view full description)

Gonzalo M. Trenosky, PE

Managing Partner
Maple Capital Partners LLC

I spent that last 17-years as a Land Development Engineer in the NYC/NJ metro area which is considered one of the most challenging (and exciting) areas of the country. As a Licensed Professional Engineer (PE) I was the engineer of record for many large high-profile public/private projects. During that time I was also a partner of a mid-sized consulting engineering firm for 11-years. This partnership allowed me to further understand & develop my skills in business finance and client development.  Now as a Multi-Family Investor, Syndicator, & Operator focusing on Asset Management I am able to leverage my past extensive experience & apply it to Commercial Apartment Build ... (view full description)

Isaak Volodarsky

Brookfall Group

After a successful career as a hedge fund trader at Trillium Capital, Isaak Volodarsky learned about the Northeastern Ohio real estate market while seeking out mineral rights for purchase in the area.  He noticed that while prices for multifamily assets in the area had not appreciated much since the throes of the Great Recession, occupancy and rents had increased substantially over the same time period.   In 2012 he purchased Ravenna--a small property with 7 units—at a cap rate of 14% and 100% occupancy.  Through this property, Isaak began assembling the management, maintenance & leasing teams that have propelled him to far greater successes in the Ohio real estate market. ... (view full description)

Leonard Way

SVP & Fund Manager
The Beach Co / Beach Real Estate Funds

Beach Real Estate Funds LLC, an affiliate of The Beach Company, manages a real estate acquisition platform focused on purchasing apartment communities throughout the Southeast with the aim to create value through improved management, renovations, and extracting operational efficiencies. We are currently raising equity for future acquisitions.  Leonard Way has direct oversight for all operations including acquisitions, equity raises, asset management, and investor relations.  He has been with The Beach Company for over 23 years with experience in numerous capacities including manager/director level roles for acquisitions & disposi ... (view full description)

Yonah Weiss

Business Director
Madison SPECS, LLC

I am a powerhouse - with property owners' tax savings. As Business Director at a national cost segregation leader, Madison SPECS, I have assisted clients in saving tens of millions of dollars on taxes through cost segregation.
Over the past 15 years Madison SPECS has done over 17,000 cost segregation studies covering all 50 states, resulting in over $3 BILLION in tax savings.
I am the host of the top podcast - Weiss Advice.

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 19 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Jason Wise

VP of Acquisitions
The Milestone Group

Jason Wise leads Milestone’s acquisition activities in the Southeastern and Mid-Atlantic United States. He is responsible for identifying, underwriting and negotiating asset and portfolio acquisitions and has been involved in nearly $3 billion of transactions since joining the firm in 2013. Prior to joining Milestone, Mr. Wise was Director of Acquisitions and Dispositions for Centennial Holding Company where he was responsible for the sourcing and underwriting of multifamily transactions throughout the Southeast and Texas. During his time at Centennial, Mr. Wise was involved in approximately $570 million in total transaction volume. Prior to joining Centennial, Mr. Wise was a member of the i ... (view full description)

Jonathan Wogan

Wogan Group

Jonathan Wogan holds a MBA in Management from CBU, with a concentration in Organizational Behavior. For the past 15 years Jonathan has been a leader in the asset management industry. In 2014, Jonathan founded and developed The Lennox Companies, a third-party real estate management firm, as a means of bringing his vision of providing a Class-A lifestyle to sub-class communities. Lennox also prides itself on the company culture it has created under Jonathan’s leadership. Finally, Lennox is committed improving asset valuations through creative Ancillary & Amenity Income generators and Uncontrollable Expense efficiencies.   Since its foun ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for 6th Annual Middle-Market Multifamily Forum (Southeast)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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