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

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)

Dan Arendt

Director, CPA
CohnReznick

Dan Arendt, CPA, is a director with the Firm who brings more than 20 years of experience to our team.  His expertise in the real estate and construction industries includes employing technology for process improvement in such areas as finance, accounting, and operations.  His project management skills encompass the entire lifespan including: creating business requirements, working with end users, ensuring that final deliverables match defined requirements, and gaining final acceptance that the project has provided an effective solution.  Dan also has extensive experience in the areas of reporting and using different technologies to create and manage reports.  His solid understanding of the c ... (view full description)

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

Chris Beucler

COO
Zephyr Partners

  Chris Beucler is a visionary builder, leader, educator and innovator, providing strategic direction and leadership in his role as chief operating officer at Zephyr, rule-redefining Southern California luxury real estate developer. Mr. Beucler provides strategic direction and oversees entitlements, forward planning, product development, construction, sales and marketing and has been instrumental in the growth of Zephyr since 2012. Mr. Beucler brings incredible experience to his role at Zephyr, but also great perspective, as he has roots in multiple disciplines within the industry. He brings knowledge from the public home building sector, as he was a division president with ... (view full description)

Kelly Blair

Managing Director, Finance
BKM Capital Partners

Serving as the Managing Director of Finance and Accounting, Kelly Blair is responsible for the oversight of all finance, accounting and governance efforts for the firm including fund administration, investor reporting, valuation analysis, compliance, legal financial reporting, budgets and forecasting, capital markets, treasury, cash management, business applications, data analytics and financial analytics. She also serves as a member of the Investment Committee and holds an essential vote over all major investment decisions. Kelly brings 18 years of experience across a breadth of capital markets, corporate finance and accounting roles, specifically in private equity and real estate, providin ... (view full description)

Julie Blank

COO
New Standard Equities

Ms. Blank joined New Standard Equities in 2017 and serves as Chief Operating Officer.  With nearly 20 years of multifamily management and investment consulting experience, she leads the Firm’s corporate operations as well as multifamily operations including capital projects and asset management.  Additionally, she has oversight responsibilities of NSE’s regional operations teams, human resources, and investor relations efforts.    Prior to joining NSE, Ms. Blank was Founder and President of Point Blank Consulting and provided advisory services including asset management, financial and operational management, and capital business plan formation to multifamily real estate owners, o ... (view full description)

Gregg Bloomberg

Partner
CohnReznick LLP

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

James Bohan

Principal
Stonehan Capital, LLC

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

Irwin Boris

CIO / COO
Heritage Capital Group

Irwin is the CIO/COO for Heritage Capital Group, a 3rd Generation Family Office. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10 year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 25 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct lender, principal, investment banker and advisor in more than $5.0 billion in real estate transactions. Irwin sta ... (view full description)

Jason Buxbaum

Founder
Jevan Capital

Jason Buxbaum, Managing Principal of Jevan:  Jason has over 22 years of commercial real estate experience beginning his career with Federated Management Services and overseeing operations of 300,000 sf of commercial real estate.  In 2005, Jason joined Amercon Realty Services where he was involved in the sale of over $350 million of apartment buildings.  Jason was also an associate for Colrich, a CalPERS partner. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 19 projects and the sale of nine, netting an average of 36% IRR. Jason lives in Phoenix and graduated from Union College, New York with a degree i ... (view full description)

Ian Cameron

CIO
OSCRE International

Tapping into market intelligence and operating from OSCRE’s vision for the industry, Ian drives OSCRE’s strategy and pipeline for information exchange standards. A recognized thought-leader and practitioner, Ian shapes the role of information in the industry’s most innovative companies. A Founder and past Chairman, Ian is now leading OSCRE into new territory and supports implementations of OSCRE standards at global corporations and investment organizations, their service providers, and software firms.

Carmen Clark

Director West Coast
REdirect Consulting

Carmen Clark leads REdirect Consulting in the Western and Central USA regions. With an MBA and past accounting experience as a Controller and Director of Accounting, Carmen is uniquely able to understand the challenges facing real estate CFOs today. As a team leader, Carmen excels at project management, process analysis, and training. She and her team are focused on exceeding clients’ expectations through Business Process Reviews, Implementations, and Data Conversions in real estate management systems such as MRI, Yardi, JD Edwards, and Property Solutions.

Ken Cruse

Founding Partner & CEO
Alpha Wave Investors, LLC

Ken Cruse is Founder & CEO of Alpha Wave Investors, LLC ("Alpha Wave") and Soul Community Planet, LLC ("SCP"). Prior to forming Alpha Wave, with partners Jordan Fisher and David Sloan, Mr. Cruse was Chief Executive Officer and a director of Sunstone Hotel Investors (“Sunstone"), a ~$5 billion total enterprise value publicly traded REIT (NYSE: SHO). Mr. Cruse joined Sunstone April 2005 as Senior Vice President—Asset Management, and was appointed Senior Vice President—Corporate Finance on September 1, 2006, Senior Vice President and Chief Financial Officer on January 1, 2007, Executive Vice President and Chief Financial Officer on February 18, 2010, President and Chief Financia ... (view full description)

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Integrated Capital Management (“ICM”) is a Los Angeles-based investment management firm. Founded by real estate finance veterans John Carrick and Robert Lindner, ICM helps accomplished owners, operators, and developers of commercial properties scale their platforms and assets under management on a national basis by offering strategic co-investment capital. Principal investments are capitalized through the firm’s discretionary private equity fund, Integrated Realty Capital I LP, and are generally structured as co-GP/sponsor equity, joint venture equity, preferred or common equity.   Sean Cunningham is Chief Financial Officer for Integrated Capital Management (ICM). He oversees all ... (view full description)

Laura Dietzel

Senior Manager
RSM US LLP

Laura is a senior manager in the National Real Estate Practice of RSM US LLP. She primarily serves private equity clients and portfolio companies through audits of investment funds and property in the commercial, residential, retail, industrial, hospitality and development industries. She directs various due diligence projects for those funds and lenders, including verification of investment returns, management fee compliance and underwriting support. She has managed numerous audits for privately held clients reporting on the fair value and GAAP basis of accounting. She provides specific recommendations to clients’ senior management regarding internal control weaknesses and ... (view full description)

Mark Enfield

Chief Administrative Officer
TruAmerica Multifamily, LLC

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

Shane Farkas

COO
The Agency

Shane currently holds the positions of Chief Operating Officer and Chief Technology Officer at The Agency. As part of the company's founding team, Shane played an instrumental role in developing all of The Agency’s operational systems and processes. Under Shane’s leadership, The Agency’s technology division has developed industry-leading, proprietary software platforms for the company’s Residential Brokerage and New Development business divisions. He manages in-house and outsourced software development teams and negotiates the company’s relationships and integrations with 3rd party software vendors and partners. Shane is also responsible for the day-to-day operations of The Agency's offices ... (view full description)

Deanna Farnell

COO/CFO
CGI Strategies

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

Jerry Fink

Managing Partner
The Bascom Group, LLC

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $15.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units.  Bascom has ranked among the top 50 multifamily owners in the U.S.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Venture Partners, Bascom Milestone Ventures, and the Realm Group.  Bascom’ ... (view full description)

Brent Gaisford

CFO
Treehouse Co-Living

Brent Gaisford is the CFO and co-founder of Treehouse Co-Living. Treehouse develops and manages community-focused apartment buildings that are designed to make the world a little less lonely. Their first building is opening in Hollywood this summer, and will be home to 60-70 residents. Treehouse develops it's own properties as well as partnering and managing coliving properties for other owners.

Bob Goldbaum

VP Strategy
Dynamo Software

Bob brings over 25 years of experience in investment operations, marketing, M&A and Fintech innovation.  Before Dynamo, he helped build Citadel’s fund administration business as head of their Fund of Funds and Allocator Services and helped design their Investor Services and Accounting infrastructures. Before moving to Chicago, he founded  FundRunner software in San Francisco, CA, the first CRM and manager research platform for the private investment industry which he sold in 2005. At FundRunner he re-built HedgeFund.net with its founder and created its Private Equity counterpart for the Guggenhiem group. He also worked closely with Credit Suisse to create their alternative investment ind ... (view full description)

John Gottfried

CFO
Acadia Realty Trust

John Gottfried is the Chief Financial Officer of Acadia Realty Trust.  John serves on the investment committee and is responsible for all real estate finance, capital market activities, accounting, financial reporting, budgeting/forecasting, tax and treasury functions. He joined Acadia after 18 years at PwC, where he was a Partner and most recently served as the assurance leader of PwC’s New York City Real Estate practice.   Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and opportunity fund – platforms.  Acadia has built a best-in-class, location-driven core real estate portfolio with meaningful ... (view full description)

Morris Groberman

Co-Founder & Principal
Northwest Commercial Real Estate Invest.

Morris Groberman has been in the commercial real estate business for over 30 years.  He is the principal of Northwest Commercial Real Estate Investments, LLC, a local real estate syndication and apartment management company located in Seattle.  Morris has successfully completed more than 50 syndications since 1997, raising over $113 million equity.Morris was a Senior Vice President with Colliers International, a leading brokerage firm..  He was a top local broker in the company for many years, and was nationally ranked in the top 25 for Colliers International several times.  Mr. Groberman has served as a broker for many significant apartment buildings and has s ... (view full description)

Kevin Hirai

COO
FlyawayHomes, LLC

Jean Ho

COO
Rich Uncles

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

David Hott

President
Hott Solutions Corp

Founder and COO, David Hott, has held a number of leadership roles during his 30 plus years in the technology and real estate arenas. Having served as CIO, CTO, Software Developer, and Financial Controller, David has working knowledge of the challenges that teams face at all levels of an organization. David served as CIO of Legacy Partners (previously Lincoln Property Trust) for over 18 years. Prior to Legacy Partners, David held the position of CIO with Essex Property Trust for more than 5 years. His experience in the "C" level positions has enabled him to develop the skill of effectively assessing and communicating the project status, issues, risks, and benefits to both the operational and ... (view full description)

Shally Hu

Head of Acquisitions
ARON Asset Management

Head of Acquisitions at ARON Asset Management,  QOZ Fund focusing on tax efficient real estate investments in distressed US communities.  Shally has over 10 years of experience managing institutional real estate transactions totaling over $6.2 Billion. Shally previously worked for GE Capital Real Estate, where she was responsible for real estate portfolio acquisitions, dispositions and underwriting in their $80 Billion portfolio globally. Shally also worked at Cushman & Wakefield in the investment sales group and for Bank of China leading negotiations and transactions for high profile assets such as the Time Warner Center, 220 Central Park South, the Plaza Hotel, the Sky buil ... (view full description)

Machele Huckabee

Account Executive
RealPage Inc.

Machele brings over 15 years of consultative sales experience to RealPage with a focus on data analytics, aggregation, and reporting in the multifamily and commercial spaces.  For general partners, limited partners, and other real estate investment firms, the RealPage® Asset & Investment Management (AIM) suite of solutions delivers the scalability, ease of use, and functionalities needed to make informed business decisions. Designed to work with any property management system you may already be using, the AIM suite is a robust, cost-effective business tool built to accommodate a wide variety of asset types, helping to align the unique real estate team across the lifecycle of the assets.

Scott Humphrey

Partner
BKD

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

Scott Jackson

Principal
Squar Milner LLP

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

Barry Johnson

Managing Director, Global Head of Real Estate Operating Platform, Real Estate Fund Services
State Street

Barratt Johnson is a Senior Vice President within the Alternative Investment Solutions division, with global responsibility for the Real Assets business.  He previously served as head of Real Assets – Product and as head of the Real Assets fund administration operations teams in North America.  Barry has over 20 years of experience and joined State Street in February 2012 as part of the real estate fund services lift-out from Morgan Stanley. Prior to joining State Street, Barry was the global head of fund accounting for the real estate investing business at Morgan Stanley.  Barry previously worked as a real estate fund controller for Lend Lease Real Estate Investments prior to an acqui ... (view full description)

Diane K. Danielson

COO
SVN International Corp.

Diane Danielson joined SVN International Corp. in 2012 and serves as the company’s Chief Operating Officer overseeing operations and brand development. She is a member of the executive committee and involved with the overall strategic growth of the firm. Diane is a former attorney, accomplished speaker, published author, and widely recognized advocate for diversity and inclusion in the workplace. Prior to joining SVN, she ran a digital media consultancy and held VP positions in business development, corporate strategy and marketing at several of the major commercial real estate firms in the Northeast.      In 2013, Diane was honored as one of 40 over 40 Women to Watch ... (view full description)

Richard Kalvoda

Senior EVP
Altus Group U.S. Inc.

Richard Kalvoda is a Senior Executive Vice President with Altus Group’s Research, Valuation and Advisory Practice in the Irvine, CA office.  He has more than 28 years of real estate consulting experience, including valuation management and portfolio analytics, and has presented at various real estate conferences, including AICPA, Appraisal Institute, NCREIF, PREA, Argus, Pepperdine University and IMN.  He also was a contributing researcher and presenter for Emerging Trends in Real Estate, an annual survey publication of PricewaterhouseCoopers and Urban Land Institute.    Prior to joining Altus Group, he served as a Principal with PricewaterhouseCoopers’ Real Estate Advis ... (view full description)

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Keith Kauffman

CFO
Sunbelt Holdings

Keith Kauffman is the CFO of Sunbelt Holdings located in Scottsdale, AZ. He has been a CPA for over 25 years and a Certified Fraud Examiner ("CFE") for over 20 years. He has worked in public accounting and private industry and has extensive experience in business operations, financial analysis, cash management, accounting and auditing, and internal control analysis with an emphasis in tax and compliance matters. During his career he has been able to work for and consult with a variety of businesses and industries from "mom and pop" to Fortune 500 and his experiences have provided him a unique perspective of the accounting profession.  As the CFO for Sunbelt Holdings, he i ... (view full description)

Kurt Kaufman

Chief Operating Officer
Brixton Capital

Kurt Kaufman primary responsibilities include implementation of strategic business plans, oversight of asset and property management functions, leasing staff, development team, financial analysis and other corporate level operations, including systems and process improvements.

With over 16 years of broad-based experience in commercial real estate, Kaufman’s duties will also include assisting with the financial capitalization, investment strategy and acquisitions to expand Brixton’s real estate platforms.

Charles Kellogg

CFO/COO
Singerman Real Estate, LLC

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

David Kessler

Managing Partner
CohnReznick LLP

David Kessler currently serves as Managing Partner of CohnReznick's Real Estate Industry practice and will be the next CEO of CohnReznick beginning February 1, 2020. He has over 33 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally.   David represents developers, private equity funds, institutional investors such as life insurance companies and pension funds, lenders, asset management companies, property management companies, REITs, and loan funds.  His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, land projects, ... (view full description)

Sanyu Kyeyune

Program Manager
IMN

Chad Lande

COO
The Chadmar Group

Mr. Lande is Chief Operating Officer at The Chadmar Group and is responsible for managing real estate projects from acquisition to entitlement and through development and disposition. Prior to joining The Chadmar Group, he served as the Vice President of Community Development for Fieldstone Communities Inc., an Equity Trader for Crowell Weedon & Company, and an Investment Analyst for Wilshire Associates. Mr. Lande received an M.B.A. from The University of Southern California Marshall School of Business in 2005, a Masters in Real Estate Development from The University of Southern California in 2005, and a B.S. in Business Administration from The University of Southern California in 1998. ... (view full description)

Vanessa Lane

Partner / Managing Director
Equilibrium Real Estate Investments

If one word could summarize my passion, it's CHANGE.  A bit about me: I'm a Tucson native, born and raised. My current focus is on creating positive and powerful change in Tucson as well as in other areas through development and community involvement. I am currently a partner at Equilibrium Real Estate Investment, focusing on company operations and development. I helped launch Tucson's first young professional conference, Ignite520 and participate in a number of community activities regularly.   I, with Equilibrium Real Estate Investment, aim to affect positive change in low-income communities. With 17 years of Real Estate experience, along with several other areas of ... (view full description)

Damian Langere

Partner
Gelt Inc.

George Lintz

President
Bellaire Partners LLC

George Lintz founded the Bellaire Group of Companies in 2009 starting with Bellaire Real Estate Investment Trust, a private REIT that invests in real estate debt and equity investments in the United States. Bellaire began investing in high yielding apartment buildings in 2009 in California. In 2014 Bellaire moved its focus to the Dallas-Fort Worth real estate market. Bellaire has expanded to San Antonio and the Midwest. Bellaire entities act as a sponsor to various multifamily real estate investments. George is the President of BRC Commercial Bridge Fund LLC, which is a small balance private money lender, servicing developers of commercial and residential properties in California. George ear ... (view full description)

Matt Lougee

Executive Vice President, Finance + Strategy
Westwood Financial LLC

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Alex McGillivary

Senior Account Executive
Yardi Systems Inc.

Alex McGillivary is a Sr. Account Executive at Yardi systems who specializes in the trust, fiduciary, and investment management space. In his role, Alex works with various types of banks, trust companies, and financial institutions by providing them with technology solutions to manage their real estate, oil/gas, debt, and investor reporting. Prior to his time at Yardi, Alex spent the previous 11 years working in private banking, wealth management, the non-traded REIT industry, and also manages real estate holdings in CA and KS. Alex resides in Cambria, CA with his wife and two daughters.

Jennifer McLean

CFO
Kushner Companies

Jennifer McLean currently serves as the Chief Financial Officer of Kushner Companies.  In this role, she oversees all Asset Management, Accounting, Human Resources and IT functions for the Company and all related entities/affiliates. She is responsible for monitoring and maximizing asset specific cash flow and financial performance. She also oversees all tax and compliance reporting, and maintains ongoing relationships with partners, agencies, development and operations to ensure the integrity of all financial data.   Prior to joining Kushner Companies, Ms. McLean has served in various Chief Financial Officer roles throughout her extensive career having been involved in the finan ... (view full description)

Matthew Mejia

Partner
RSM LLP

Matt provides assurance and advisory services to both publicly traded and privately held clients in the financial services sector including mortgage banks, auto finance, reverse mortgage and specialty finance institutions. During his career Matt has served companies in the financial services sector for more than 16 years in various capacities including public accounting, investment banking, debt capital markets, and internally managing the accounting and finance departments for privately held institutions. Based on his broad range of professional experience Matt currently counsels and advises clients on complex accounting matters and industry best practices. Matt also oversees all aspe ... (view full description)

Craig O'Neill

CEO
Versapay

Craig O’Neill was appointed to the position of Chief Executive Officer at VersaPay Corporation in 2013. He has also been a Director on the company’s board since 2013. He has more than 22 years of experience delivering enterprise software. Prior to joining VersaPay, Craig was the co-founder and CEO of Xeye, where he directed the company’s growth of more than 40% per year and sale to Odyssey Financial Technologies, and ultimately to the Temenos Group, where he became SVP Strategy and Development. His background includes management of large development groups, designing and building foundational components of corporate system architectures and applications, overseeing enterprise CRM imp ... (view full description)

Steve Orchard

Chief Investment Officer
RAD Urban

Steve serves in investment analysis, capital formation, asset allocation, strategic planning, and investor relations activities.  RAD Urban is a vertically integrated developer leveraging modular manufacturing and in-house design-build expertise to deliver quality, time, and cost advantages for multifamily and mixed-use buildings.

Elizabeth Pagliarini

Chief Financial Officer
Summit Healthcare REIT, Inc.

Elizabeth Pagliarini currently serves as the Chief Financial Officer at Summit Healthcare REIT, Inc., a publicly registered non-traded REIT focused on investing in senior housing and skilled nursing real estate located throughout the United States.  Summit’s current portfolio includes interests in 47 facilities across 14 states. Ms. Pagliarini is a seasoned executive with over 25 years of experience in financial services and investment banking having held positions including chairwoman, chief executive officer, president, chief financial officer, and chief compliance officer. Her background includes experience in finance, real estate, accounting, operations, compliance, securities liti ... (view full description)

Chris Paris

Partner
Moss Adams LLP

Chris Paris is a tax partner in the San Francisco office and has 15 years of experience in public accounting. Chris specializes in partnership taxation, including complex partner allocations resulting from property and partnership interest transfers. Chris has extensive fund experience including private equity funds, hedge funds, fund of funds and other types of alternative investments, and advises on matters related to taxations and organizational structure. He consults on a variety of tax issues involving blocker corporations, asset acquisitions and dispositions, transactions involved distressed debt, loan modifications and constructive sales.

Amita Patel

COO
Polaris Real Estate Partners

 Amita Patel is Chief Operating Officer and oversees Polaris Real Estate Partners’ asset management services, acquisitions and investment matters.  Ms. Patel brings ten years of real estate transactional experience overseeing in excess of $650MM in transactions.  She is responsible for communication between onsite management companies and general oversight of capital improvements for the company’s multifamily assets.  Amita is directly involved with the transaction and escrow requirements related to the purchase of new assets and ongoing partnership needs.  Prior to joining Polaris Real Estate Partners, Amita was the primary transaction manager with Bridge Properties, where ... (view full description)

Amy Pearce

Managing Director
SS&C Technologies

Mrs. Pearce is a Director with SS&C Technologies within the Real Assets division of GlobeOps. Prior to joining SS&C, Amy worked in the Real Estate division of State Street Corporation, Morgan Stanley Real Estate Investing and Ernst & Young. In her role, she is responsible for developing relationships and overseeing operation teams in serving SS&C Real Asset clients. Amy holds a Bachelor of Science from Virginia Tech.

 

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

Daryl Pitts

SVP of Sales
Saxony Partners / Pereview Software

Daryl joined Pereview Software as Senior Vice President of Sales in February 2018 with a passion for helping customers do more with their data. Prior to joining Pereview, Daryl led Institutional Real Estate sales at RealPage and has a 25+ year software sales career with companies such as Oracle (Fortune 500 CRM & CX sales), Yardi (Commercial REIT sales), AvidXchange (National Real Estate sales) and Policy Management Systems Corporation (acquired by Computer Sciences Corporation). Daryl resides in Charlotte, NC with his wife and 3 daughters.
 

Eddie Ring

Founder & CEO
New Standard Equities

Edward Ring, Chief Executive Officer, founded New Standard Equities in 2010 as a vehicle to facilitate new investment in and professional turnaround management for well-located, high quality apartment assets.  Formerly the Chief Operating Officer for Kennedy Wilson Multifamily, Mr. Ring’s 23 years of experience includes providing strategic leadership for all aspects of the investment process including sourcing new projects, business plan development, optimizing capital structures and actively overseeing the projects’ execution phase from cradle to grave. Mr. Ring’s transaction volume exceeds $2.2 billion in the apartment space, which includes acquiring and operating close to 11,0 ... (view full description)

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 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 ... (view full description)

Joseph Scalio

Partner, Tax
KPMG LLP

Joe is KPMG’s U.S. Tax Leader in the Publicly Traded Partnerships and Master Limited Partnerships practice and KPMG’s U.S. tax co-leader in the Umbrella Partnership Corporations practice. Joe has provided tax advisory, structuring, modeling, and reporting services to investment management entities, including funds, limited partnerships, regulated investment companies, business development companies, small business investment companies, registered investment advisers, and portfolio companies. He has extensive experience with real estate investment trusts, corporate joint ventures, and closely held business organizations.
 

Jeffrey Schrumm

Director, Real Asset Solutions
SS&C Technologies

SS&C is the largest fund administrator globally ($1.7+ trillion in AUA) and a leading provider of Real Estate Fund Administration Services, Loan Management Software and Property/Resort Management Software worldwide. 

Jeff has been with SS&C for 10 years and focuses on the development and deployment of fund administration services and associated technology.  Prior to joining SS&C, Jeff worked in the accounting and investment operations groups at BISYS Fund Services and State Street. Jeff earned BA degrees in Finance and Information Technology from Bentley University in Waltham, MA. 

Neil Soskin

Owner
Neil Soskin Commercial Real Estate Services

Neil Soskin is the founder of the commercial real estate advisory firm that carries his name. Neil began his commercial real estate career after obtaining his CPA and completing an MBA from UC Berkeley. Shortly thereafter, he joined The Taubman Company, an international leader in the shopping center business. During his six years with the company he developed a deep understanding of the retail real estate business, and leasing in particular. Neil then built his first independent advisory and brokerage firm, representing both tenants and landlords. Five years later, Neil was recruited to Score Education Centers, a start-up company providing educational enrichment to pre-teens and teens. ... (view full description)

Kristen Thomasino

VP, Real Estate Solutions
AvidXchange

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

Hunter Thompson

Managing Principal
Asym Capital

Hunter is the Managing Principal and Founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since starting Asym, Hunter has helped more than 250 investors allocate capital to over 100 properties. He has personally raised more than $20mm in private capital and controls more than $60mm in commercial real estate.
Hunter has been featured in Forbes, Globe St., Inside Self-Storage, as well as a variety of other media news outlets, podcasts, and radio shows.
Hunter is also the host of the Cash Flow Connections Real Estate Podcast, which helps investors learn the intricacies of commercial real estate from the comfort of their home, car, or office. 
 

Jessica Thorsheim

EVP, Finance and Business Development
Everest Healthcare Properties, LLC

Ms. Thorsheim is Executive Vice President and Head of Finance and Business Development. In this role, she is responsible for finance, day-to-day operations and management, capital markets, accounting, human resources and business development. Prior to joining Everest Healthcare Properties, Ms. Thorsheim was the Director of Investor Relations at Healthcare Trust of America, one of the largest publicly traded medical office building REITs, where she was responsible for driving investor communication, strategic planning, marketing and public relations. Prior to that, she served as the Director of Investor Relations for Move, Inc., the parent of Realtor.com, where she was instrumenta ... (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)

Manny Trelles

Principal
CLA (CliftonLarsonAllen)

Manny has in-depth Alternative Asset, Real Estate and Family Office Tax & Advisory experience with deep transactional experience with US inbound tax and accounting structuring. Manny works closely with US and Offshore based capital sources to optimize the economics associated with the direct or indirect investment in US real estate and private equity joint ventures.
Manny directs all aspects of an advisory and tax consulting practice unit, including business development, staff development, financial management and ongoing client relationship management.

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

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

Aaron Weaver

CFO
The Bendetti Company

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

Mark Weinstein

President
MJW Investments

MARK WEINSTEIN is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native, Mark founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership, MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space, in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for and expertise in property repositioning has been a guiding factor in the ... (view full description)

Naseem Wenzel

Partner
CohnReznick Advisory

Thomas Wiese

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $88 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)

Wesley Wilson

Chief Financial Officer
Avanath Capital

Wesley Wilson, CPA is Chief Financial Officer of Avanath Capital Management. In this capacity, he oversees all aspects of Accounting, Tax, Systems, Financial Planning & Analysis, and Data Analytics. Wesley is also an Accounting and Finance Professor at Pepperdine University and a Board Member and Finance Director of a Los Angeles based non-profit. Prior to joining Avanath, Wesley was a Controller with CIM Group, LP where he was responsible for the accounting and finance for $28 Billion in Opportunistic Real Estate Funds. Wesley has also worked at Bank of New York Mellon, Deutsche Bank, and SS&C GlopeOp, where he managed the finance and accounting for a diverse field of investme ... (view full description)

Grant Wood

Head of Business Development & Industry Principal
Juniper Square

Bob Woosley

Executive Director
FD Fund Administration

NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


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

E-mail: mail@imn.org


Event Contacts for 7th 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.
Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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

Reset Password