7th Annual
The Single Family Rental Investment Forum (West)
December 3 - 5, 2018
This is a past event please click HERE for the upcoming program.
Brian A. Flaherty
COO
Global Strategic Business Process Solutions Inc.
Brian A. Flaherty, Chief Operating Officer
Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA. Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO. In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider. Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)
Thibault Adrien
CEO
Lafayette Real Estate
CEO and Founder of Lafayette Real Estate (New York) - Lafayette RE LLC is a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manage more than 2,000 single family rental homes and 150 vacant lots, mostly located in Florida, Georgia and Arizona. Lafayette RE also provide loans to fix & flip investors in the markets it operates its rental strategy. Thibault was previously a Vice President at Fortress Investment Group, in the Private Equity Area in New York and is a member of the Paris Bar Association.
Aaron Amuchastegui
Manager
Homerock, LLC
Aaron Amuchastegui has acquired more than 900 homes across 10 states primarily at trustee sale courthouse step auctions. As the manager of Homerock, he has built custom asset management software to streamline acquisitions and management of existing properties.
Homerock is currently acquiring rental properties in California, Arizona, Texas, Florida, Ohio and Arkansas. Homerock is currently interested in finding additional areas to acquire distressed rental housing.
Homerock is currently trying to secure better long term financing options for our rental portfolios in $5 and $10 Million dollars pools.
More about Aaron:
Aaron has been i ... (view full description)
George Aplicano
CEO
Cash Now Homes
Jaime Arouh
Vice President of Capital Markets
LendingOne
Mr. Arouh is responsible for the placement of LendingOne’s loan originations to institutional investors, financing, and establishing and maintaining strategic partnerships of the firm. Jaime has over 14 years experience in the trading, management, and origination of mortgage-backed securities and whole loans. Previously, Jamie was a Managing Director at FirstKey Lending, a Cerberus Capital Management Portfolio Company. He joined FirstKey Lending in May 2013 as head trader of residential loan products with responsibilities including the pricing, risk management, hedging, and disposition of the firm’s mortgage loans. During his time at FirstKey, Jaime managed over $1B of originations and s ... (view full description)
Chris Avallone
Co-Head of Institutional SFR
Amherst Residential
Christopher Avallone is the Co-Head of Institutional Single Family Rental and is responsible for executing all aspects of Amherst Residential’s single family rental strategy in the United States. Mr. Avallone is also Amherst Residential’s Head of Capital Management and is responsible for the execution of all equity and debt financing for Amherst Residential, its joint ventures and its funds. Mr. Avallone is based at the firm’s headquarters in Austin, TX and sits on the firm’s Investment Committee and Finance Committee. Mr. Avallone joined Amherst in 2018 from Goldman Sachs, where he led more than 100 equity financing transactions raising more than $50 billion. While at Goldman Sachs, Mr. Ava ... (view full description)
Mathew Avrhami
Vice President
Harvard Investments, Inc.
Mathew Avrhami is an active commercial real estate entrepreneur with a passion for promoting community and economic growth. Mr. Avrhami has experience across the capital stack and major asset types, specializing in creating value though entitlements, development, re-development, leasing, operational efficiencies, and market opportunities.
Mr. Avrhami is currently Vice President at Harvard Investments where he is responsible for launching and developing a horizontal apartment portfolio through development of existing sites, JV, and strategic acquisitions. Over 1,000 units are now in the pipeline for development.
Actively involved in the community, Mathew Avrhami is an ... (view full description)
Kevin Baldridge
President
Tricon American Homes
Mr. Baldridge is president of Tricon American Homes and responsible for the Company’s overall operating activities, including acquisitions, renovations and property management. He also establishes and carries out the vision and strategic direction of the organization and serves as the company’s liaison to Tricon Capital Group, TAH’s parent company.
Prior to joining TAH in May 2015, Mr. Baldridge served as President of Irvine Company Apartment Communities, where he oversaw all aspects of a 50,000 unit portfolio of multi-family units in coastal California markets.
Mr. Baldridge holds a Master of Finance and Accounting from the London School of Economics and a Bachel ... (view full description)
Edward Barasch
Senior Advisor
The Empire Group of Companies
Bruce Bartlett
Founder & President
Flip Great
Los Angeles/ Residential Investment Fund Manager/ Luxury Flipper/ SFR Wholesaler
Mr. Bartlett has been invested in residential real estate since 1997, works to identify key markets to target, and uses his experience profitably renovating and repositioning residential acquisitions to maximize returns. Mr. Bartlett has completed significant research into and is profitably operating in the new and rapidly growing California ADU (Accessory Dwelling Unit) market.
Previously he managed the profitable acquisition, renovation and disposition of MFR and SFR properties in the Pacific Value Opportunities Funds I and II. His work and research, has been profiled by the Wall Street Journal, F ... (view full description)
Gary Beasley
CEO & Co-Founder
Roofstock
Gary co-founded Roofstock in summer 2015 and assumed the role as CEO to build an Internet marketplace focused on the $2 trillion single-family rental (SFR) sector. Prior to Roofstock, Gary was CEO of Waypoint Homes and co-CEO of its successor company Starwood Waypoint Residential Trust (NYSE: SWAY), where he established himself as one of the leaders of the sector as institutional capital began to transform its landscape. Prior to joining Waypoint, Gary served as both an operating executive and principal investor across a wide range of industries including hospitality, real estate, consumer Internet, and cleantech. After helping orchestrate Geolo Capital's controlling investment into Joie d ... (view full description)
Mike Bednarski
Managing Partner
Broome Capital
Broome Capital, LLC. is a Tampa-based real estate investment firm specializing in the housing sector across the Southeast. Broome Capital owns Proluxe Properties and Icon Residential, two platforms that invest in the SFR space and develop urban infill housing, respectively. Mike Bednarski is a Principal of Broome and a 2nd generation operator/investor with extensive operational experience. Mike's degrees include a University of Florida B.S. Building Construction, M.S. Business Management; and Columbia University M.S. in Real Estate Development.
Craig Bengtson
Director of Renovations
US Home Aggregation
As Director of Renovation I oversee all aspects of improvements and maintenance in US Home Aggregation's portfolio of Single Family Homes.
We buy foreclosed Single Family homes at a significant discount to both market and replacement costs in tertiary markets where the population growth is 4-7 times that of the national average. We systematically renovate them in a uniform way with high standards and rent them out. For our capital partners our goal is to achieve an IRR of 25%+ while producing a current income of 10%-12% without exceeding 66% loan to value. For our Tenants our goal is to create the nicest rental in the neighborhood, in a standardized way so they will always know ... (view full description)
Cyril Berdugo
Co-Founder
Landis
Cyril Berdugo is the Co-founder of Landis, the fastest growing online marketplace of portfolios of single-family rentals focused on institutional investors. Cyril is also a Managing Partner at Berd Industries, a global real estate investment firm and a Venture Partner at venture capital firm Spike Ventures. Earlier, he was an investor at Fifth Wall Ventures, the largest real estate technology venture capital firm in the world where he invested in Opendoor, and a Director at Crown Acquisitions, a NY-based real estate investment firm. Before joining Crown, he worked at Houlihan Lokey, where he advised companies on M&A, equity and debt capital markets, and restructuring transactions. Previo ... (view full description)
Darryl Berger
Founder & CEO
Berger Holdings
Matthew Berke
President
BEAM
Matthew Berke graduated from law school in 1995, but quickly abandoned the law for a stint on Wall Street.
Matthew moved to Dallas to work under the chairman and CEO of Excel Communications until it was sold in 1999. After learning from a well-known entrepreneur, Matthew decided to start his own company, LPB Energy Management.
LPB was hired by Fortune 1000 US companies and real estate firms to manage their power, gas and water expenses. LPB grew exponentially until it was acquired by Ecova in 2012 for a-then record sum in our industry.
Matthew founded BEAM to serve (only) his favorite customer segment: entrepreneurial real estate owners. BEAM autom ... (view full description)
Matt Blank
Principal
BB Living
Mr. Blank founded Higley Homes in 2012 to build for-rent single family homes. Since 2012, Higley Homes has developed or is in the process of developing over 550 single family homes that are all rental properties in the greater Phoenix metropolitan area. In addition, Higley Homes owns a portfolio of single family houses which it purchased at Trustee sales in late 2011 and early 2012. Higley Homes is the construction arm of Blank Berger, which is a real estate firm that is focused on multiple asset classes across the United States. Prior to establishing Blank Berger, Mr. Blank worked at Long Pond Capital, which is a long/short hedge fund that invests in real estate securities. Prior to Long ... (view full description)
Stephen Blevit
Partner
Sidley Austin LLP
Stephen D. Blevit is primarily involved in structuring, negotiating and documenting complex business transactions involving both debt and equity. Mr. Blevit’s clients include Wall Street banks, special opportunities hedge funds, private equity funds, private debt funds, and corporations. Mr. Blevit’s transactions cover a variety of industries and, in particular, Mr. Blevit is known for his work in transactions involving residential non-performing mortgage loans and REOs.
Prior to joining Sidley, Mr. Blevit worked for billionaire entrepreneur, Eli Broad, as the Assistant to the Chairman of SunAmerica Inc. While working for Mr. Broad, he handled mergers and acquisitions and corporate dev ... (view full description)
Mark Bloom
Principal
NetWorth Realty
Mark Bloom is a nationally recognized real estate expert who has helped thousands of clients buy, sell and hold successful real estate investments. Mark is the owner of NetWorth Realty USA and the President of NetWorth Realty of Dallas-Fort Worth. Currently, NetWorth Realty USA owns 17 brokerage offices nationwide and is growing at a rapid rate.
Mark is frequently called on by the media for his expertise. He has been featured on ABC's Nightline, Fox News Radio and dozens of NBC, CBS, and Fox affiliate stations across the country. Fox News Business, the Dallas Business Journal and Personal Real Estate Investor are only a few of the prestigious publications that Mark ... (view full description)
Kris Bonocore
VP of Sales
LendingOne
As VP of Sales for LendingOne, Kris is currently responsible for overseeing the inside sales team as well as LendingOne's team of Business Development Managers for both the company’s retail and wholesale channels. Prior to taking the role with LendingOne, Kris worked in a variety of roles in the Wealth Management space. Most recently, he Kris held an executive level Training and Development role with Financial Engines (formerly The Mutual Fund Store), a publicly traded company specializing in financial planning for people and businesses of all kinds across the country. Kris began with The Mutual Fund Store, when the organization was in its infancy, as a Financial Advisor. While there ... (view full description)
Barnett Brodie
Managing Partner
Reichman Brodie Real Estate
Lou Brown
CEO
Certified Affordable Housing Providers
Real Estate investors in all fifty states across Canada and fifteen foreign countries including as far away as Australia and New Zealand. have long regarded the training, systems and forms created by Louis Brown as the best in the industry, Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1976. He’s invested in single-family homes, apartments, hotels, notes, developed subdivisions and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting-edge concepts in real estate today.
Lou is widely known as a creati ... (view full description)
John Hope Bryant
Founder & CEO
The Promise Homes Company
Named as one of Atlanta Business Chronicle’s “Most Admired CEOs” in 2018, American Banker magazine 2016 “Innovator of the Year”, Inc.’s “The World’s 10 Top CEOs” (honorable mention), and one of Time magazine’s “50 Leaders for the Future” named in 1994, John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. For the past two consecutive years, Bryant has been named in the "100 Most Influential Atlantans" listing developed by the Atlanta Business Chronicle that spotlights Atlanta’s top business and civic influencers ... (view full description)
John Burley
Founder & CEO
Burley & Associates, Inc.
John R. Burley, Founder & CEO of Burley & Associates, Inc., a Private Equity Company. Specializing in Long-Term Cash Flow Transactions, they have completed over 2,000 Property Transactions in 12 States and 2 Foreign Countries. John is also the Best Selling Author of several books including #1 Money Secrets of the Rich and Wealth Building 101, in which he was the featured author with President Elect Donald J. Trump.
Burley & Associates, Inc. has assisted their Investors meet their needs for Safe and Secure Long-Term Cash Flow.
Max Cabellos
Operations Manager
Hogar Hispano, Inc.
Hogar Hispano Inc. (HHI) is a not-for-profit 501(c)(3) corporation founded by UnidosUS
in 2004. Formed with a goal to flexibly manage different types of real estate assets, we work in partnership with other community-based organizations to support housing, neighborhood stabilization, and wealth preservation for both Latino and low-income families.
HHI is dedicated to helping families/individuals prevent foreclosure as well as creating new housing opportunities in the United States and Puerto Rico. We work with socially minded public and private funds and investors sophisticated enough to understand the impacts their investments have on our constituents and their communities. ... (view full description)
Jay Caplan
Managing Director
LJ Capital Partners
Jay Caplan
Managing Director
Envisage Companies
Jay Caplan has close to 20 years of Real Estate Investment Banking, Mortgage Brokerage and general banking experience. He has been responsible for commercial and residential mortgage brokerage, loan originations, note sales, note acquisitions and loan evaluation. In 2003, Jay formed LJ Capital Partners, LLC. In this role, he provides Real Estate Investment Banking and Consulting Services to direct lenders, high net worth individuals, developers and borrowers. Previously as a Senior Vice President at Balance Sheet Manager, Jay developed relationships with over 300 financial institutions throughout the United States. Balance Sheet Manager was established in 1999 to create a national platform f ... (view full description)
Daniel Cardona
Head of Acquisitions
ResiBuilt Homes
Kurt Carlton
Founder and CMO
New Western Acquisitions
Kurt Carlton founded New Western Acquisitions in 2008 and has since purchased thousands of distressed homes. In addition to real estate acquisitions he has helped thousands of other real estate investors with their careers by extending property financing.
Chad Carpenter
Chairman & CEO
Reven Capital
Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Executi ... (view full description)
Rick Cheek
National Sales Manager
Home Depot Renovation Services
Terry Chen
VP Acquisitions & Dispositions
Tricon American Homes
With over 16 years of diverse real estate experience in acquisitions, asset management, and capital markets, Mr. Chen is responsible for strategically sourcing build-to-rent and single-family portfolio investment opportunities.
Prior to TAH, Mr. Chen was an independent executive consultant and Senior Director of Asset Management for Irvine Company Apartment Communities. He also served as Director of Acquisitions for Western National Group and Senior Consultant for Ernst & Young Real Estate Capital Markets Group.
Mr. Chen holds dual Master of Business Administration degrees from University of California, Los Angeles and National University of Singapore. He al ... (view full description)
Peter Ciganik
Managing Director
GTIS Partners
Dennis Cisterna
Chief Investment Officer
Lafayette Communities
Mr. Cisterna serves as the Co-Founder and Chief Investment Officer of Lafayette Communities, a SFR investment platform focused exclusively on build-to-rent opportunities across the nation. He is also the Founder and Chief Executive Officer of Guardian Residential, which acquires portfolios of model homes in sale-leaseback transactions with national and regional homebuilders.
One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that, he was Managing Director of FirstKey Lending, where he was a part of the executive tea ... (view full description)
Gene Clark
President
5 Arch
Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.
Jeff Cline
Executive Director
SVN | SFRhub Advisors
As the Executive Director & Principal, Jeff Cline leads SVN | SFRhub Advisors, the only dedicated national SFR portfolio platform that is also introducing a first-to-market fully-transactional, digital CRE transaction website, SFRhub.com, changing the way the CRE industry markets, researches, analyzes and acquires SFR (single-family residential) and BFR (Build-for-Rent) portfolio investments.
Cline's 40+ years in commercial real estate has added significant experience to the team of SFR portfolio industry experts to nationally transact commercial investment portfolios comprised of five or more homes. Cline has been involved as a principal in $2+ billion of commercial real es ... (view full description)
Greg Coleman
Co-Founder & Managing Partner
Revest Asset Management
Greg Coleman is a co-founder and managing partner of Revest Asset Management, a Toronto-based asset manager with operational headquarters in Delray Beach, Florida. Revest owns and manages a portfolio of 350 single family homes in southeast Florida.
Kevin Conlon
Principal
Meridian Pacific Properties
Kevin Conlon is Principal & Co-Founder of Meridian Pacific Capital, LLC, a full service real estate company specializing in high-yield residential investments in the Memphis, Tennessee metro area. Meridian provides stabilized, high cash flow properties and portfolios of single and multi-family real estate to private investors, family offices, investment funds, REITs, and asset managers. As a turnkey operator, the Company property manages over 700 units and has been a builder of single family homes and apartments since 2013. Meridian maintains its sales office near San Diego, California with its major operations center in Memphis. Meridian ranked on Inc. Magazine’s Inc. 5000 list of the ... (view full description)
Chris Cook
CEO
Kajaine Finance
Christopher Cook is CEO of Kajaine Finance, a private finance company specializing in speculative construction lending and residential real estate investment. As a long time bank executive, Chris saw real estate investors being underserved by traditional banks. Kajaine Capital allows real estate investors to capitilize on opportunity and generate positive real estate returns.
Michael Cook
Director
GTIS Partners
Michael has over 12 years of investing and real estate operating experience. He is the Chief Operating Officer of Streetlane Homes responsible for maximizing the operating and financial performance of the company’s investments through active day-to-day and strategic management.
Prior to Streetlane, Michael worked at GTIS Partners as a Director of Asset Management, where he managed a $2 billion portfolio of residential, office, and hotel assets.
Prior to GTIS Partners, Michael worked in Wells Fargo’s Real Estate Special Situations Group, where he handled numerous distressed-debt restructures and foreclosures across all property types, all geographies and all levels o ... (view full description)
Marty Coyne
CTO / BizDev
Connected Investors
Marty Coyne is the Chief Technology Officer of Connected Investors, the world's largest Real estate investing Community and Marketplace. Coyne plays a key role in shaping CI's technology strategy as Ci is experiencing explosive growth and making its presence known in Fintech.
The transformational impact that technology can provide, has characterized Coyne's career in technology solution sales and as an executive at Motorola, where his teams drove more than $1B of new business revenue to his company and its partners. Leveraging that success, Coyne launched a global consulting practice helping lead many of the most recognizable names in the tech sector drive results bringing disruptive s ... (view full description)
Josh Craig
VP, Sales & Strategy
Finance of America Commercial
Josh Craig is Vice President of Sales and Strategy at Finance of America Commercial. The scope of his current role encompasses Sales and Business Development leadership, Corporate Strategy, Product Development, and managing strategic partner relationships. Craig earned his MBA from Wake Forest University, and his B.S. in Business with a Minor in Economics from Kentucky Wesleyan College. Craig’s expertise and experience in the industry comes from years of working with Wells Fargo in Consumer Lending, Underwriting, Project Management, and Strategy Consulting, as well as being a licensed Real Estate Broker and an active investor.
Jesse Danziger
Head of Customer Success
Rently Keyless
Paul Davey
Managing Principal
Davey Companies, LP
Tawan Davis
CEO
The Steinbridge Group
Experience: 15 years, $10 billion of investing & asset management
Background: Goldman Sachs, Prudential Real Estate Investors, Mayor Bloomberg’s Economic Development Team, Peebles Corporation
Education: MBA - Harvard Business School
MSc - Oxford University
BA (Honors) - Georgetown University
Tawan Davis is the Chief Executive Officer of The Steinbridge Group. Steinbridge is a privately held real estate investment and asset management company. Based in New York City, Steinbridge invests on behalf of a group of high net worth families, trusts, individuals, pension funds, ... (view full description)
Corey Donahue
COO
Second Avenue Group
Nearly 15 years of experience investing in single family homes and other residential real estate utilizing institutional investment capital and strategies. Experience and Competency: Personally acquired over 1000 single family and small multi-family assets in the Tampa Bay area since 2003 through REO, short sales, private sellers and courthouse foreclosure auction. Deployed over $1.2B acquiring over 11000 single family assets for Invitation Homes (A Blackstone Group Company) from August 2012 to November 2014. Built and managed 2 markets, with over 300 employees managing 11000+ single family investment units for Invitation Homes. Experience in negotiating and relationship development ... (view full description)
Michael Drew
CEO
Real Estate Done 4 U
Steven Eisenberg
Managing Partner, CEO
Stern & Eisenberg, PC
Steven has an extensive background in real estate and corporate matters including acquisition and sale of businesses and assets. His practice also focuses on the representation of lenders and servicers in the enforcement and protection of their interests in the legal process, including foreclosure, bankruptcy, evictions, title claims, loan modifications, and litigation. Having experience previously representing borrowers, Steven brings his unique perspective to the representation of his servicer, lender and business clients.
Martin Esteverena
CEO
FirstKey Homes
Martin R. Esteverena has served as Chief Executive Officer of FirstKey Homes (“FKH”) since June 2017. Mr. Esteverena is responsible for setting FKH’s strategic direction and leading its single-family rental operation including acquisitions, renovations, marketing, leasing, property management, asset management, finance, human resources, and information technology. From 2013 to 2017, Mr. Esteverena served as Executive Vice President of portfolio operations for Progress Residential, the third largest owner of single family rental homes in the US. Mr. Esteverena holds a BS in biology from UCLA and an MBA from the UCLA Anderson School of Management. In 2004, he co-founded Cristo Rey High School ... (view full description)
Christopher Evans
Partner
Law Offices of Kimball, Tirey & St. John LLP
Chris practices in the areas of unlawful detainer litigation and real estate law, with a special emphasis in rent control and post foreclosure evictionsl His clients include the Secretary of Housing and Urban Development, Freddie Mac and numerous owners and managers of newly acquired single family homes. Chris is also an experienced trial attorney, having handled breach of lease actions and unlawful detainer trials for the past six years throughout the State of California. He is currently involved in providing public education in the areas of affordable housing and landlord tenant law, and is a frequent speaker for Apartment Associations, Crime Free Multi Family Organizations and the Insti ... (view full description)
Kathy Fettke
Co-CEO
Real Wealth Network
Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide. (R.E.A.L. refers to our renovation standards, as defined on our website)
Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher.
With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)
Mark Filler
CEO
Apex Home Partners
Michael Finch
EVP & Principal
SVN | SFRhub Advisors
Michael Finch began his career in commercial real estate over 15 years ago in Phoenix, Arizona. He has developed broad local and national relationships with top-ranked, high density mid to large-scale developers for commercial mixed use & multi-family development. Finch has continued to deliver value-add opportunities as ever-changing market cycles continue to evolve.
With an extensive national network, Finch has experienced continued success in the commercial real estate industry while establishing strong alliance member relationships. He enjoys being an integral partner for client teams focused on large-scale, income-producing portfolios, while specializing in single-famil ... (view full description)
George Flint
Co-CEO
Triumph Capital Partners
Triumph Capital Partners provides commercial purpose loans secured by residential real estate to the real estate development, “fix & flip”, and home builder communities in the Northeast and the Southwest. The firm’s principals have a combined 30+ years experience in property development and real estate finance. Since its inception in 2010, Triumph and its affiliate companies have funded $200M in high-yielding private mortgages/deeds of trusts. Triumph ’s core investor base consists of high net-worth individuals, family offices, as well as institutional investors. Triumph's mission is to provide investors with attractive current income and total returns while remaining focused on capi ... (view full description)
Rich Ford
CDO
Roofstock
Rich Ford is a co-founder and Chief Development Officer for Roofstock, an online marketplace for buying and selling occupied rental homes.
Before Roofstock, Rich had a 20 year career in real estate investment banking including working at Jefferies, Bank of America Merrill Lynch, Lehman Brothers and Morgan Stanley. Rich has an MBA from the University of Chicago, a Masters of Science in Economics from the London School of Economics and a Bachelor of Science in Economics from the University of Victoria.
Before Roofstock, Rich had a 20 year career in real estate investment banking including working at Jefferies, Bank of America Merrill Lynch, Lehman Brothers and Morgan Stanley. Rich has an MBA from the University of Chicago, a Masters of Science in Economics from the London School of Economics and a Bachelor of Science in Economics from the University of Victoria.
Dave Franecki
Senior Note Buyer
Capstone Capital USA
✔ 35+ years experience in almost every facet of the real estate industry including real estate sales, landlord, rehabber, fix and flips, loan officer, credit repair, investor mentor/teacher, building & land development, seller financing and real estate notes.
✔ Arizona Department of Real Estate certified Continuing Education instructor (Legal) for Seller Financing.
✔ 2018 Note Investor of the year --NoteWorthy Investor Summit
✔ Deal architect for Seller Financed transactions
✔ Capstone buys structured settlements
✔ Arizona Department of Real Estate certified Continuing Education instructor (Legal) for Seller Financing.
✔ 2018 Note Investor of the year --NoteWorthy Investor Summit
✔ Deal architect for Seller Financed transactions
✔ Capstone buys structured settlements
Kelly Frizell
Owner
Prosper Cleveland
Kelly is an agent, investor and turn key company owner in the Cleveland market. She has acquired, renovated and sold over five hundred properties in her market place. Prior to opening her own turn key compay, Kelly performed acquisitions and sales for institutional buyers. She is currently the second largest turn key provider for The Real Wealth Network. Her areas of expertise are: buy and hold, flipping, owner finance, renovation and property management.
Rob Fuller
Finance & Investor Relations
Arabella Capital LLC
Since 2009, Rob Fuller has developed, built, and/or flipped over 300 properties in multiple markets including California, Illinois, Tennessee, Alabama, and Georgia. In 2019, he co-founded Arabella Capital which focuses on providing residential rental product to institutional buyers.
Rob Fuller’s responsibilities include investor relations, financing, structuring new transactions, B2B relationships, and asset management.
Rob Fuller’s responsibilities include investor relations, financing, structuring new transactions, B2B relationships, and asset management.
Andrew Goldberg
Director- Investments
Transcendent Investment Management
Chad Goodman
SVP
Westport Capital Partners LLC
Robert Greenberg
Chief Marketing Officer
Patch of Land
Robert is the Chief Marketing Officer for Patch of Land a private money lender providing financing to real estate investors throughout the country. Patch of Land offers borrowers access to reliable capital for residential and commercial real estate projects, including short-term commercial loans ranging from $50K to $3.0M.
Patch of Land is also a real estate crowdfunding platform, offering accredited investors the opportunity to invest in asset-backed debt deals with a minimum investment of $5,000.
Prior to Patch of Land, he led the marketing efforts for B2R Finance where he helped originate over $1B of real estate loans that led to the industry’s firs ... (view full description)
John Halasz
Managing Director
US Home Aggregation
Mr. Halasz is responsible for managing US Home’s acquisition, renovation and renting of properties and the general management of the business. Prior to US Home, Mr. Halasz was a Managing Director for a large aggregator of single family homes based in the Southeast. Although his primary responsibilities were business development, he was actively involved in spot checking properties that were un-rented, touring homes in different stages of development and utilizing their proprietary technology to understand the direction of their markets, identify trends in purchase price, renovation and property management along with rental trends. He is an opinion leader on Single Family Rental (SFR) spac ... (view full description)
Tom Hallock
Chief Lending Officer
Genesis Capital
Tom is currently the Chief Lending Officer at Genesis Capital, where he oversees loan, borrower, and portfolio approval process.
Tom holds a Bachelor of Business Administration in real estate finance and marketing from the University of Southern California and a Master of Business Administration in finance and management from California Lutheran University.
He has worked in commercial lending for over 30 years and has been involved in construction lending for more than 25 years. Tom has been an executive or officer at various lenders, including Montecito Bank and Trust; Countrywide Credit Corporation; Indy Mac Bank, Construction Lending Corporation of America; ... (view full description)
Dana Hamilton
Senior Managing Director
Pretium Partners/Progress Residential
Dana Hamilton is a Senior Managing Director and Head of Real Estate for Pretium, where she has played a leadership role in building Progress Residential, the firm’s single-family rental platform, as well as its single-family rental funds and separately managed accounts.
Ms. Hamilton joined Pretium in 2017 with nearly 25 years of experience in building successful real estate operating companies in the U.S. and Europe. She worked with Archstone for nearly 20 years where most recently she was President, Europe, responsible for building Archstone’s first non-U.S. operating and investment platform. Prior to that role, she was Executive Vice President, in charge of national (U.S.) op ... (view full description)
Corey Hanker
Managing Partner
Fortus Partners
Nathan Harbacek
Director - Capital Markets
OpenDoor Labs Inc.
Jason Harris
President
Harris Investment Group
Jason is the founder and president of Harris Investment Group. With offices in Lindon, UT and Kansas City, MO, Harris Investment and Property Management Group offers private real estate investment holdings and partnerships to individual investors as well as proven property management services. Jason and his team specialize in value-add opportunities and the repositioning of B and C assets. Most of their portfolio have Fannie or Freddie loans in place, though some circumstances have required a bridge loan for the initial rehab and repositioning to get them through to refinance. Jason's experience and major focus has been value add commercial and multifamily assets. Harris Investment Group ho ... (view full description)
Mike Hayward
VP, Auction Operations
Xome
As the Vice President of Auction Operations at Xome, Mike Hayward serves as Xome’s licensed nationwide auctioneer and manages the company’s auctioneers, customer service and VIP Buyer Program. Mike has spent his career working within many different facets of the mortgage industry, including default management, loss mitigation, originations and REO. He began his work shortly after earning a Bachelor's Degree from the University of Oklahoma. Prior to joining Xome in 2014, Mike worked in default management at GMAC ResCap.
Nathan Heaps
Executive Vice President
Americas Housing Alliance
Nathan Heaps is a founding member of Americas Housing Alliance since June 2012; the Company acquires Class C+ - B+ properties, completely renovates them to a very high level to maximize long term cash flow, and leases them to long term tenants. Once the properties are leased up, the company supplies those properties to investors, funds, REITs, etc. with turn-key offerings at discounted pricing from valuations. Our properties come complete with local property management in place, financing options, insurance options, home warranties, etc. The current cities being serviced are St. Louis and Chicago. Email me at nate@americashousingalliance.com or call at 801.735.1688. Nathan Heaps Owner/Execut ... (view full description)
Greg Hebner
Managing Director
Community Rebuild Partners
Greg Hebner is the Founder and Managing Director of Community Rebuild Partners and is responsible for the overall strategy and investment management of the firm. Greg founded CRP in early 2011 to fulfill his vision of building an investment vehicle that could deliver outstanding returns to investors while also making a positive impact on local communities. Since its inception, CRP has successfully completed over 225 projects and deployed in excess of $125M of capital.
Greg also serves as a Managing Director of Arixa Capital Advisors, LLC and Crosswind Financial where is a portfolio manager of both debt and equity funds and member of the investment committee.
Over his ... (view full description)
Aaron Hecht
Vice President-Equity Research
JMP Securities
Aaron Hecht is a Vice President and senior research analyst covering residential REITs and the residential real estate services industry at JMP Securities.
Aaron joined JMP in 2009 and has been instrumental in building out the firm’s healthcare real estate and homebuilding equity research franchises. Prior to joining JMP, he began his career at a private real estate fund within RS Investments that fund focused on the entitlement and development of master planned communities.
Aaron holds a BS in economics from the University of Southern California.
Aaron joined JMP in 2009 and has been instrumental in building out the firm’s healthcare real estate and homebuilding equity research franchises. Prior to joining JMP, he began his career at a private real estate fund within RS Investments that fund focused on the entitlement and development of master planned communities.
Aaron holds a BS in economics from the University of Southern California.
Ryan Heck
VP, Sales and Biz Dev
TaskEasy
As VP of Sales and Business Development for TaskEasy, Ryan Heck is responsible for directing sales efforts, establishing relationships with owners and managers of large real estate portfolios, and building strategic partnerships with other companies in the space.
Heck has worked in the SFR and Residential Fix-and-Flip world since 2010. He has experience ranging from raising capital to launching acquisition and property operations platforms on a national scale to designing and implementing software solutions for publicly traded institutions.
Heck holds a Bachelor's Degree in Finance and Economics from Western Washington University.
Heck has worked in the SFR and Residential Fix-and-Flip world since 2010. He has experience ranging from raising capital to launching acquisition and property operations platforms on a national scale to designing and implementing software solutions for publicly traded institutions.
Heck holds a Bachelor's Degree in Finance and Economics from Western Washington University.
Scott Heimel
VP Sales
Property Frameworks
Scott is the Vice President of Sales and Strategic Relationships for Property Frameworks, one of the country’s leading single family property management companies. He is responsible for overseeing the management of 14,000+ units in over 30 markets.
As a member of the NRT family of companies, Property Frameworks is backed by the strength and resources of the nation's largest real estate brokerage company. NRT is the nation’s largest owner and operator of residential real estate brokerages, and it operates in more than 50 of the 100 largest metropolitan areas in the United States. NRT is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY).
As a member of the NRT family of companies, Property Frameworks is backed by the strength and resources of the nation's largest real estate brokerage company. NRT is the nation’s largest owner and operator of residential real estate brokerages, and it operates in more than 50 of the 100 largest metropolitan areas in the United States. NRT is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY).
John Hirschfeld
Chairman & President
HomeRiver Group
John D. Hirschfeld is the Chairman and President of HomeRiver Group, an integrated national platform offering world-class property management services to investors in the single-family and small multifamily rental markets. HomeRiver Group was formed in 2016 by combining several leading single-family-rental property management companies from around the country, is one of the largest property management platforms in the United States, and continues to grow through acquisitions and organic growth.
John is responsible for all aspects of HomeRiver Group’s and its subsidiaries’ activities. Over the course of his career, he has played a key role in executing over $10 billion ... (view full description)
Scott Hodgden
VP, Sales
Finance of America Commercial
Scott Hodgden is Vice President, Sales at Finance of America Commercial. Scott manages a team of 13 account executives, and is responsible for directing sales efforts, analyzing and improving sales effectiveness, and maintaining positive customer relationships with brokers and direct clients, across all product lines. Finance of America Commercial is a direct, private, lender specializing in Fix & Flip and New Construction lines of credit, as well as long-term rental property financing. Scott brings more than 20 years of sales and origination experience in both commercial and residential lending. Prior to joining Finance of America Commercial, Scott also held leadership positions at ... (view full description)
Stacy Holden
Project Director
Appfolio
Stacy Holden brings over 15 years of real estate experience to AppFolio. A former controller of one of the largest property management firms in the northwest, Stacy has first-hand experience in property management. She also spent several years with Intuit in their Real Estate technology group.
Tim Horvath
Director, Affiliates & Properties
Real Wealth Network
Tim previously worked for two turn-key real estate companies in Cleveland, Ohio, where he gained valuable knowledge and skills in property acquisition, renovations from start to finish, and property management. He is a certified Six Sigma Blackbelt — a high-level, disciplined methodology for systems integration, communication and problem solving.
This strong background helps Tim screen potential property providers for Real Wealth Network members. Tim also helps further develop best practices and standards for all our property providers to ensure that our members continue to receive top notch service. Tim manages the very succesful RWN new Turnkey Rental Fund. Tim also he ... (view full description)
Michael Hosier
VP, Growth/Strategic Ventures
Offerpad
Michael Hosier serves as Offerpad’s vice president of growth and strategic ventures. He is responsible for coordinating cross-functional teams and developing external partners to grow the company’s geographic footprint, providing Offerpad’s solution to more consumers across the country.
Prior to joining Offerpad, Mike severed as national director of acquisitions and asset management with Progress Residential, the third largest SFR owner in the country, where he was instrumental in standardizing processes and procedures of the acquisitions department. In addition to leading and facilitating the implementation of new national systems and initiatives, Mike managed training and dev ... (view full description)
George Huang
Managing Partner
Bridge Tower Partners
Andrew Hurd
VP, Credit & Underwriting
Finance of America Commercial
Andrew Hurd is Vice President, Credit and Underwriting at Finance of America Commercial, where he oversees credit policy development, underwriting and asset management for all products at FACo. Prior to this role, Hurd served as an underwriter for the organization. Before joining FACo, Hurd held a number of positions at Bank of America in the Liability Products and Global Wealth and Investment Management groups, where his responsibilities included underwriting and risk assessment for new and existing asset-based and unsecured financing for all asset classes. He received a B.A. in Economics and a B.S. in Business Administration from the Kenan-Flagler Business School at the University of No ... (view full description)
Robert Jayne
Executive VP Construction
Genesis Capital
Robert is the Executive Vice President of Construction and Development for Genesis Capital, a national finance provider to leading real estate developers. He provides company leadership for Construction underwriting, Fund control, and operational infrastructure growth to scale. His teams are Industry leaders in construction and development performance.
Dale Jensen
Executive Director Technology
SVN | SFRhub Advisors
Dale Jensen is the Executive Director of Technology and Process for SFRhub.com. He began his professional career at the tender age of 23, serving as the youngest Vice President at a major bank in Lincoln, Nebraska. After three years, Jensen co-founded Information Technology, revolutionizing the banking industry with computer software and solutions during the infancy of the computer era. Among his subsequent holdings in technology and entertainment, Mr. Jensen is a principal and investor in a variety of entities that that include Superior Shores Lodge in Two Harbors, Minn., Aikens Lake Wilderness Lodge in Manitoba Canada, the Sands Hill Golf Club near Mullen, Neb., and Nanonation, a leading c ... (view full description)
Michael Kalis
CEO
Marketplace Homes
www.MarketplaceHomes.com is the nation’s largest broker of new construction homes specializing in providing a trade in solution for clients that build a new home with a partner builder. Through these builder programs, Marketplace Homes creates inventory of homes at good values.
Marketplace Homes manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales. Our consumer product provides guaranteed rental income to the accidental landlord for upto 6 years if they purchase a new home through our partner b ... (view full description)
Danny Kattan
Director
PIA Residential
Daniel Kattan is a principal with PIA Group USA a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast. Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Kattan heads PIA’s Capital Markets D ... (view full description)
Jordan Kavana
Founder & CEO
Transcendent Investment Management
Jordan Kavana is the Founder and Chief Executive Officer of Transcendent Investment Management, a diversified private equity investment company specializing in real estate, transportation leasing, a health & wellness investment fund and a consumer genomics company launched in 2015, Personomics.
Mr. Kavana has over 15 years of experience in managing property portfolios and evaluating, structuring and executing real estate transactions in the United States and abroad. He began his career in the finance and operations with one of South America's largest vacation property developers before returning to the United States to analyze real estate investments for Morgan Stanley's p ... (view full description)
Martin Kay
CEO
Entera
Martin Kay is the founder and CEO of Entera, the first end-to-end real estate AI platform designed for single family home investors. The largest institutional investors use Entera to find and buy billions of dollars of homes.
Prior to Entera, Martin founded Greenlet, a single family rental investor and service provider. Greenlet's investment division acquired and held $100M+ of single family homes across Texas and it's service division worked with 6 of the 9 largest institutional investors in the SFR space. He also founded and exited three big data tech companies that developed key analytics platforms for dozens of Fortune 100 companies, REITs, PE firms, universities and governm ... (view full description)
Lee Kearney
Owner
Southeast Property Investments Network
Lee Kearney owns several Real Estate businesses in Florida that all operate under the SPIN Brand. He holds a degree in Marketing and an MBA. Lee began his Real Estate Career in 2004 and has since bought and sold over 7,000 properties. Southeast Property Investments Network (SPIN) fixes and flips properties all across Florida and the United States. The SPIN flagship trading company had a sales volume exceeding $50M in 2017. Lee is also has a Real Estate education platform that operates under the FLIP YOUR INCOME brand. Lee’s training is designed for beginning investors as well as mid-level operators who wish to scale their operations.In late 2013 Lee partne ... (view full description)
John Keeton
Partner
Morningside Funding LLC
John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)
Jason Kendall
Director of New Program Development
Alacrity Services
Jarred Kessler
CEO
Easyknock
Matthew King
Owner
Blue Chip Maintenance
John Knab
Managing Director
Americas Housing Alliance
John M. Knab has been appointed Managing Director of Americas Housing Alliance Fund in June 2012; the Company acquires single-family rental residential properties. The Fund supplies SFR Class B+ homes to those Funds, REITs and investors with turn-key offerings at discounted pricing from valuations. The current cities being serviced are St. Louis, Birmingham, and Chicago. Email me at John@AmericasHousingAlliance.com or call at 801.541.0025.
John M. Knab
Managing Director
John M. Knab
Managing Director
Carl Koebler
Assistant Vice President, SBL and SFR Screening
Arbor
Carl Koebler is Assistant Vice President, SBL and SFR Screening in Arbor’s Boston office. He joined the company in 2011, and in his current role manages loans primarily in the small loan space, while overseeing and directing the SFR process for any inquiries regarding single-family rental financing.
Mr. Koebler began his career at Arbor as a screening analyst and was promoted throughout the years, later serving as an underwriter and director for screening before being promoted to his current role. Prior to his work at Arbor, Mr. Koebler was an investment analystfor NorthMarqCapital where he supported sales originators at the brokerage firm and analyzed transactions.
For the past ... (view full description)
Steven Kollar
Managing Principal
Cash Flow Properties/Renters First Choice
Steven Kollar purchased his first house at the age of 15 and continuals to buy sell and renovate single and multifamily homes today. He still owns that house today. His team have bought renovated and sold 1486 single family homes excluding packages one by one during this time and countless multifamily complexes. He not only talks the talk he walks the talk, as he maintains a full-time career of purchasing and solving complex real state problems around the country.
Over the past 30 years he has learned a lot from the school of hard knocks of life first hand. Steven is a sought-after speaker in solving complex problems in real estate, with his experience and his thinking out ... (view full description)
Craig Krandel
Managing Director
Amherst Capital
Craig Krandel is a Managing Director, Head of Capital Markets for Amherst Residential. Craig has been involved in the sourcing of debt facilities for all of the Amherst entities over the past five years. Craig has over 30 years of experience in fixed income sales and trading and real estate related products.
Craig has held similar roles within Amherst over the last decade. He previously held a role within the securities group covering banks, insurance companies and hedge funds across RMBS and CMBS products, led the Capital Markets group, and built the Single Family Rental business. Prior to Amherst, Craig spent more than 20 years in fixed income sales at Merrill Lynch, Credit ... (view full description)
Isaac Kyle
Partner
Isaac W Kyle
Isaac W. Kyle is a Partner at GOAL Property Services, LLC (GOAL). While serving as the CEO of GOAL, Isaac developed the strategic business plan for the start-up, taking the organization from inception to managing ~4,000 single family rentals (SFR) in 13 markets. Simultaneously, Isaac grew personnel to ~55 full time employees in addition to developing multiple market locations throughout the United States during the first year of operations.
With a passion for teamwork and leadership and a proven track record of building agile professional teams that produce results, Isaac’s work is grounded in a belief that successful leadership is about people, vision, teamwork and result ... (view full description)
Sandor Lau
Chief Inspiration Officer
Noted Financial
Sándor Lau was born in a good mood and is a recovering landlord threatening to relapse. He's the founder of Noted Financial, specializing in nonperforming junior real estate mortgage investing since 2013. Sándor is a regular speaker at real estate investment associations, conferences like IMN and The Paper Source Note Symposium and other investing media. In his previous career he was an award-winning filmmaker, TV reporter and writer. At NotedFinancial.com you can subscribe free to receive Sándor's writing, videos, and conference discounts.
William Lehner
Vice President - Single Family Residential
Amherst Holdings, LLC
William Lehner joined Amherst Residential in 2017 as a Vice President, his role encompasses evaluating prospective portfolio acquisitions and sales, business development activities with the investment community as well as executing platform initiatives.
William previously served as Director of Business Development at USA Compression Partners LP, a publicly-traded natural-gas compression services provider, where he was responsible for all aspects of the acquisition process. Prior to this, William spent two years at First Reserve, at the time the largest energy private equity firm, where he focused primarily on North American midstream infrastructure investments.
Wi ... (view full description)
Andrew Lester
COO
GILfund Capital Management
Andrew brings considerable experience in the real estate and investment banking markets to GILfund, with his background including a decade at Lehman Brothers. He was subsequently instrumental in a variety of real estate and investment firms including a position as COO of multi-billion-dollar proprietary trading platform Quad Capital, CPEX, San Silencio, and CAMS Global Group. He earned a BA in Economics from Yale and subsequently a Masters in Real Estate Development from NYU.
www.linkedin.com/in/andrewlester4
www.linkedin.com/in/andrewlester4
David Lichtenger
Managing Partner
Intrepid Capital Investments
David is an active real estate investor as well as a proven entrepreneur and executive with over 25 years of real estate and construction experience. He is currently the Managing Partner of both U. S. Residential Opportunity Fund LP and Intrepid Capital Investments. David has been involved in various capacities in the planning, design, development, and construction of over 5 million square feet of commercial and residential projects.
The primary objective of U. S. Residential Opportunity Fund LP, a private real estate investment fund, is to engage in the business of acquiring, renovating, and owning residential rental properties nationwide. The fund has acquired well over 1,000 ... (view full description)
Micaela Lumpkin
SVP, Head of Term Lending
CoreVest
Micaela Lumpkin is Senior Vice President, Head of Term Loans at CoreVest Finance. She is responsible for managing the operations of term financing products. Prior to joining CoreVest, Ms. Lumpkin was a Senior Associate at Orrick, Herrington & Sutcliffe LLP, practicing in the Real Estate and Finance group, where she focused on the acquisition of distressed debt, as well as both mortgage and mezzanine financing. Ms. Lumpkin received her J.D. from Georgetown University Law Center and her B.A. from the University of Virginia.
Richard Lundbeck
Senior Vice President
Green River Capital
Richard Lundbeck joined Green River Capital (GRC) in November of 2014 to lead the component services business operations, focusing on single-borrower single-family rental debt facility and securitization products and services. Prior to joining GRC, Lundbeck spent 15 years in the title insurance space, where he held numerous positions, from managing large-scale title insurance operations which specialized in national REO to more local/branch level divisions.
Since joining the company, he has successfully streamlined many parts of the operation, increasing efficiencies through his hands-on leadership of the team. Lundbeck has been key in cultivating and maintaining client relatio ... (view full description)
Don Madden
Chief Executive Officer
Trinity Financial Services, LLC
Don A. Madden Jr.
CEO
Trinity Financial Services, LLC
Coast Capital Investment Advisors, LLC
Mr. Madden is currently CEO of Trinity Financial Services and Coast Capital Financial Advisors. Trinity and Coast both headquartered in Newport Beach, CA are real estate investment firms that specialize in the acquisition, property management, investment and sales of distressed properties and mortgage instruments associated with these properties. Trinity and Coast are both focussed on Non Performing second deeds / mortgages.
Shomail Malik
Managing Partner
Apex Capital Group
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)
Ryan McBride
COO
CoreVest
Ryan McBride is the Chief Operating Officer and Co-Founder of CoreVest Finance, the leading provider of rental loans and bridge financing for residential real estate investors. Previously, Ryan was Executive Vice President of Acquisitions at Colony American Homes where he was a Co-Founder and led the company’s overall acquisitions efforts. Prior to his roles at Colony, Ryan was a Senior Managing Director at Carrington Investment Services, LLC where he was responsible for directing the firm’s single-family residential rental strategy, capital formation and merger and acquisition efforts. He also spent eleven years in investment banking, most of this time at J.P. Morg ... (view full description)
Whit McCarthy
Director of Sales
CIVIC Financial Services
Sara McFarland
VP of Operations
Homee, Inc.
Sara McFarland is a veteran property management professional who partners with firms all over the country to maximize the resident experience while minimizing operating expenses. After spending over a decade working in property management and operations for multimillion dollar brands and small companies, Sara is now the Vice President - Operations for Homee Inc. working to revolutionize the delicate balance between the customer experience and revenue optimization.
Sara has experience in nearly every part of the property management wheel, including multifamily, single family, manufactured housing, industrial/commercial and student housing.
Sara holds an MBA and is a L ... (view full description)
Ryan McGarry
Managing Partner, COO
VineBrook Homes
Ryan McGarry is a Managing Partner and Chief Operating Officer of VineBrook Homes Trust, a leading SFHR investor and operator focused on the workforce housing segment of the industry. Since its first investments in 2007, VineBrook has acquired nearly 6,000 residential single family properties. Today, VineBrook is well-capitalized and growing at 50% annualized growth as we expand our footprint, while maintaining compelling NOI margins and fully-covered dividend yields.
Joining VineBrook in 2010 focused on enhancing analytical capabilities to drive efficiency and scale, Ryan has at one time or another participated in fundraising, acquisitions, business development, and overall st ... (view full description)
Wade McGuinn
CEO
McGuinn Hybrid Homes
Wade McGuinn, owner / CEO of McGuinn Hybrid Homes has served the Midland and Capitol of South Carolina for 32 years. During that time we have built over 4,000 homes and 27 communities. We have built more homes on Lake Murry than any other company in the Midlands and have built more Multi-Million dollar homes than any singe builder. Production building for ourselves and investors remain the core of our operations.
Wade is one of a few certified master builders in South Carolina, and is past president of the HBA Central South Carolina, author of Building Your Dream Home, and CEO of one of the most awarded Homes Building Companies in the Metro Columbia area McGuinn Hybrid Homes. W ... (view full description)
Ralph McLaughlin
Deputy Chief Economist
CoreLogic
Dr. Ralph McLaughlin is Deputy Chief Economist at CoreLogic. Prior to joining CoreLogic, Ralph served as Trulia's Chief Economist, leading their housing economics research team and providing house hunters with key insights about the economy, housing trends, and public policy. His educational background includes a Ph.D. in Planning, Policy, and Design from the University of California at Irvine (with a specialization in Urban Economics) and a B.S. in Geography and Regional Development from the University of Arizona. He has authored more than 200 pieces of content (blog posts, op-eds, and peer-reviewed academic studies) in the fields of housing economics, land use and housing policy, and indu ... (view full description)
Bruce McNeilage
CEO
Kinloch Partners
Bruce W. McNeilage brings more than 25 years of financial and real estate investment experience to his role as Managing Member of Kinloch Partners, LLC and Kinloch Homes, LLC. In the past 12 years, he has invested in more than 450 properties and sold more than 150 properties throughout Georgia, Florida and Tennessee.
McNeilage specializes in increasing occupancy rates and lowering operating costs by renovating and managing apartment complexes and large portfolio single family assets. His time tested proprietary techniques help create immediate positive cash flow and long-term growth in value for his properties.
Prior to launching Kinloch Partners LLC and Kinloch Home ... (view full description)
Julius Mendoza
Regional Director, Strategic Accounts
LendingHome
Julius Mendoza was born + raised in San Francisco, CA and now resides in Oakland, CA. After graduating from St Mary's College of California in 2008 he started his career at Consumer Credit Counseling of San Francisco. There he provided housing counseling services for those on the brink of foreclosure. He then moved on and spent four years at FXCM as a currency trading sales broker. Julius heard about LendingHome four years ago in it's infant stages when it just started to originate loans. The idea of tech being incorporated into the hard money space brought his interest back into real estate. At LendingHome Julius has helped to pilot two different programs and today as a regional director he ... (view full description)
Michael Miller
Chief Marketing and Production Officer
5 Arch
Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lennar, and Tishman Speyer.
Sean Miller
President
PointCentral
Sean Miller is the President of PointCentral, a subsidiary of Alarm.com, the leading provider of enterprise-grade smart home solutions to short and long term managers of single and multifamily properties.
Prior to PointCentral, Sean was global director of sales and business development for WeMo, Belkin’s Connected Home/IoT division. Before WeMo, Sean held several positions with Generac, including director of remote monitoring (Mobile Link), where he led the creation of a new business unit around an M2M/IoT solution that connected the company’s standby generators to customers, dealers and Generac corporation.
Sean has an MBA from Kenan-Flagler at The University of ... (view full description)
Shawn Miller
CEO
5 Arch
Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also cofounded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles based bankruptcy firm.
Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)
Marcos Morales
Executive Director
Hogar Hispano, Inc.
Marcos Morales has worked in the real estate industry for the past 25 years in both the for- and non-profit space. Currently Mr. Morales, as Executive Director of Hogar Hisapno, Inc., manages a portfolio that contains a 60k sq. ft. commercial office building in Washington D.C., 327 NPL's and PL's and 317 REO's.
Hogar Hispano, Inc., as owner operator of the aforementioned portfolio, was created in 2004 and operates a unique organization which does not rely on federal or state grant funding to operate. In fact it operates primarily from net gains generated from its operations. HHI does accept donated properties and cash from private and corproate individuals.
Please vis ... (view full description)
Joakim Mortensen
CCO
CoreVest
Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $4 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)
JJ Mueller
Principal
Homerock, LLC
JJ Mueller holds a BS in Accounting and Finance (1988) as well as an MBA with a concentration in International Finance (1992) from St. Louis University. He is a licensed Certified Public Accounting in Nevada as well as a Registered Investment Advisor.
During the late 90s while at American oncology resources JJ managed the acquisition process and legal team for over $200 million worth of physician acquisitions throughout the country after the entities initial public offering. He then worked with AquaSource and similarly managed the acquisition process and legal team for over $600 million worth of water related processing assets and then facilitated in the divestiture of those ... (view full description)
Cortney Newmans
Director-Business Development
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 ... (view full description)
Josh Nogowski
Director, Acquisitions & Dispositions
Tricon American Homes
Beth O'Brien
Chief Executive Officer
CoreVest
Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products. Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac. Previously, Beth was Executive Vice President at Auction.com, where she ran residential capital markets, and was President of AuctionFinance.com, where she ran the financing strateg ... (view full description)
Michael Park
Managing Partner & Co-Founder
Rent Bridge, LLC
Michael Park is the Managing Partner at Rent Bridge Group, LLC . After managing the operations, sales, and metrics for thousands of residential properties across the nation, Michael advises property management companies on how to grow and manage their businesses through process automation and inbound marketing.
Michael is a seasoned real estate professional, executive level manager, and entrepreneur. Michael has been involved in thousands of residential real estate transactions while working in property management, as a partner at a large, multi-office real estate law firm, a regional title insurance executive, and as founder and owner of a successful real estate law firm. Michae ... (view full description)
John Pawlowksi
Analyst
Green Street Advisors
John is Green Street Advisor’s residential sector head, leading research coverage of the apartment, single-family rental, manufactured homes and student housing sectors. This includes overseeing deep coverage of roughly 15 publicly traded real estate stocks. Recent noteworthy research contributions include his coverage initiation of the single-family rental sector and his various reports evaluating the potential risks of rising homeownership and changes to California’s housing legislation. John has been quoted widely in the financial media, including The Wall Street Journal, Bloomberg, and CNBC. He is a member of the National Multifamily Housing Council (NMHC). He earned a B.S. in Fi ... (view full description)
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)
Tom Petit
Co-Founder
Landis
Tom Petit is a Cambridge-trained mathematician who has spent his career leveraging data and technology to solve business problems. He previously worked at the intersection of data science and strategy at Airbnb, HelloFresh and as a strategy consultant. At Landis, Tom is leading real estate data gathering efforts and spearheading the development of algorithms that find off-market properties and match those properties to buyers.
Jeff Pintar
President
Pintar Investment Company
Jeff Pintar is the President and founder of Pintar Investment Company, LLC ("PIC") and Port Street Realty Corporation. The combined firms provide fully integrated strategic real estate services to individual and institutional owners of single family homes. PIC provides strategic advisory services while Port Street Realty Corporation provides property management services. Since 2009, we have invested over $2.5 billion in Single Family homes and we currently manage over 5,000 homes throughout the US. Prior to founding PIC, Jeff was the National Retail Partner and member of the Investment Committee at Panattoni Development Company Inc. (PDC). During Jeff's tenure at PDC, the company developed a ... (view full description)
Cortland Plichta
CEO
Homes Direct, Inc.
The President and Managing Director of Homes Direct Inc. , Cortland Plichta has been investing and managing real estate since 2005. Mr. Plichta began renovating and managing single family residential rental properties in Metro Atlanta.
In 2007, Mr. Plichta founded Homes Direct, Inc. the company is a real estate investment and management company located in Atlanta, Georgia. While Homes Direct’s investor base is global with a large concentration from the Asia-Pacific, the company invests in the Southeastern U.S. specializing in Lease option, rental, and cash sales, in sub 50k asset class.
The company has bought and sold over 2,000 properties and currently manages ... (view full description)
Andy Pollock
Senior Relationship Manager, Enterprise Sales
Radian
Andy Pollock is best known for his expertise in building and leading top-performing organizations. Whether challenged to launch a start-up venture, orchestrate a complex turnaround, or lead a multinational organization through accelerated growth, he has consistently delivered strong results despite the complexity and volatility of the mortgage and investment banking industries. In his current role as a member of the executive enterprise team of Radian Group, Inc. and its wholly owned subsidiary, Clayton Holdings, Andy delivered unprecedented, double-digit revenue growth. Prior to that, he led the start-up of WDB Funding, another of Clayton’s JV pro ... (view full description)
William Powers
President
RTO Property
Founder and general manager of RTO Property LLC. RTO Property provides a single source solution for real estate investors to purchase local real estate for Buy-N-Hold portfolio as well as Flip investments. RTO Property will identify investments, redevelop property, prepare the property for rental or sale, and manage the property or sell it. RTO Property has managed the purchase, redevelopment and disposition of more than 200 properties.
Domonic Purviance
Senior Financial Specialist
Federal Reserve Bank of Atlanta
Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)
John Putrino
Managing Director
Janney Montgomery Scott
Mr. Putrino joined Janney Montgomery Scott in 2016 as a Managing Director. He is responsible for the firm’s lodging & leisure and single family residential real estate investment banking practices. His experience includes domestic and cross-border mergers & acquisitions, private placements of debt and equity, leveraged finance, IPO’s, joint ventures and equity-linked financings. Prior to Janney Montgomery Scott, Mr. Putrino was the Chief Executive Office of Sachem Street Capital Advisors, an independent financial advisory firm. Prior to Sachem Street Capital Advisors, Mr. Putrino was a Managing Director and Head of North America Lodging & Leisure Investment Banking for BMO Capita ... (view full description)
Leilani Quinata
COO
FuseOn Connections, Inc.
Sanjay Raghavaraju
Founder & CEO
33 Holdings, LLC
Sanjay is a seasoned Technology Executive & Investor with great passion for Real Estate & Technology. He is responsible for the Vision & Strategy of 33 Holdings and brings in the needed funding and investor relations to help grow the Company. He has an unparalleled track record of leading teams to greatness through improved synergies, leadership, operational excellence and relationship building.
Jade Rahmani
Managing Director, Commercial Real Estate Finance
Keefe, Bruyette & Woods, Inc.
Mr. Rahmani is a research analyst at Keefe, Bruyette & Woods, an investment bank specializing in the financial services sector. Rahmani is a lead analyst on the Mortgage Finance team, covering residential and commercial mortgage investment companies including homebuilders and commercial mortgage REITs. Prior to KBW, Rahmani was an equity analyst at Prudential Financial following industrial companies. He previously spent several years at UBS in product management roles within the private client group. Rahmani holds a Master of Business Administration (MBA) from New York University's Leonard N. Stern School of Business and a Bachelor of Arts (BA) from the University of Michigan, Ann Arbor.
Yanir Ram
CEO
Precise Real Estate Solutions, Inc
Greg Rand
Chief Strategy Officer
Renters Warehouse
Greg Rand joined the Renters Warehouse in 2018 as the Chief Strategy Officer and is responsible for the national sales organization and Investor Marketplace. His mission is to create a new category of real estate invesstment broker and an online experience for consumers who wish to plan and execute their long term real estate investment strategy. He joined Renters Warehouse with the acquisition of OwnAmerica, the online investment marketplace he founded in 2010. Prior to that he was the managing partner at Rand Realty, a top 50 real estate brokerage nationwide. Greg authored the book Crash Boom! and is a regular contributor on cable business news.
Sandra Reese
Business Consultant
IRA Services Trust Company
Sandra has 15 years of "hands-on" experience in the financial services industry working for and consulting to several specialized trust companies.
Her experience ranges from establishing and managing a business development contact center for a major self-directed IRA custodian to developing a comprehensive custody service program for private funds aimed at addressing the changing custody requirements for financial advisors and asset managers.
In 2005 she developed the first comprehensive training program on self-directed IRAs that became the foundation for professional symposiums conducted across the country.
She has educated thousands of investors a ... (view full description)
Ed Renwick
CEO
Raineth Housing
Mr. Renwick's experience includes serving as a partner at the The Yucaipa Companies, ("Yucaipa") a large private equity firm focusing on retail, food and media investing. Prior to joining Yucaipa, Mr. Renwick was a consultant at The Boston Consulting Group ("BCG") where he was responsible for providing strategic and operational assistance to Fortune 500 companies. Prior to BCG, he was the Senior Vice President of Business Development at the Chongqing Wanli Storage Battery Company in Chongqing, China. Mr. Renwick also worked as an analyst in the Real Estate Investment Banking division of Goldman Sachs where he worked on over $1 billion of real estate sales and financings. Mr. Renwick is a ... (view full description)
David Roberts
VP
JB Lloyd & Associates
I have over twenty years in the insurance industry with a focus on investor, REO and distresed real estate transactions. Our company offers multiple programs to meet client requirements. We can customize a program that reduces risk, monitors compliance issues and build a revenue stream for our client base.
Lee Rogers
President
realprotect
As an insurance professional that has worked and consulted with different Single Family Aggregators, Lee Rogers brings unique value and perspective for investors, fund managers and operations professionals. He and the Aggregation Risk Management Team at Norton have helped design and implement insurance and risk management strategy that is above and beyond what is being set as an industry standard for insurance structure in Aggregation Portfolios, while keeping costs contained and risk properly managed and transferred.
Based in Atlanta, Rogers has unique insight and knowledge of the Florida insurance market, with direct access to many of the world's leading insurance carriers. As part of ... (view full description)
Cassandra Rollins
Sr. Director Product Marketing
Propertyware, a RealPage Company
Casi is a thought-leader and product marketer with over 20 years in B2B SaaS technology and has had market ownership in various vertical industries across the globe including government, travel and hospitality. She is currently dedicated to the Single Family Residential market helping investors and property management companies leverage technology to manage growth, drive revenue and increase NOI.
Mitch Rotta
Director, New Construction
TRICOR
As Director of New Construction, Mitch oversees the entire lifecycle of the project from land acquisition through vertical construction. With a background in large commercial projects, Mitch has implemented numerous construction efficiencies into Tricor’s Build-to-Rent program. Building-Information-Modeling (BIM), alternative building materials, direct product sourcing and in-house labor are just a few of the techniques Tricor is utilizing to help separate themselves in the build-to-rent space. This combination will allow Tricor to produce the most affordable, durable and energy efficient smart rental homes in the country.
Tricor is a full turnkey construction operator for the ... (view full description)
Michael Saccento
Director
Figure
Michael Saccento joined Figure as Director of Product and Strategic Finance in 2018. He is responsible for overseeing the launch of the company’s innovative sell-and-leaseback solution, the Figure Home AdvantageTM. This alternative home equity solution allows current residents to convert their equity into cash now while continuing to live in their home, leaving the costs and burden of homeownership to us.Figure uses advanced technologies to create innovative products for improving the lives of consumers. Harnessing the power of blockchain, Figure reduces costs and increase access to financial products and has built an ecosyst ... (view full description)
Jason Scott
Regional Managing Director, Southeast
Arbor
Jason Scott, Regional Managing Director, Southeast, joined Arbor in August 2017 and is located in Atlanta. With over 16 years of industry experience, Mr. Scott has extensive experience delivering client specific financing solutions across all agency platforms as well as CMBS and structured loan products.
Prior to joining Arbor, Mr. Scott was employed by Regions Bank in Atlanta for over 10 years, and most recently served as a Director of Originations. He was also employed by RBC Capital Markets, working on mergers and acquisitions and raising both debt and equity for public REIT clients. In addition, he served as a Senior Associate, Investment Banking at FTI Capital Advisors/Andersen C ... (view full description)
Jesse Shemesh
Portfolio Manager
Point Acquistions LLC
Mr. Shemesh is VP of Acquisitions at Point Acquistions LLC where his primary role is deal sourcing and dispositions. He has over ten years of experience in acquisitions, development, sales and distressed debt trades. His professional experience includes tax compliance and consulting services for alternative investment clients at KPMG and BDO USA, LLP. At KPMG, his responsibilities included tax planning, preparation and review of hedge funds, real estate and private equity funds ranging in sizes from $50 million to $5 billion in net assets. During his time at BDO, he was an instructor in Continuing Professional Education programs for investment partnerships and high net worth tax planning. ... (view full description)
Shaun Shenouda
REI Program Manager,COO
SES Risk Management
COO of SES Insurance, where he is primarily focused on delivering customer value through innovation and service excellence.
Shaun has over 15 years of experience offering master-policy Property & Casualty insurance, service and technology to financial institutions. Prior to joining SES, Shaun held the position of Senior Vice President of Integrated Solutions and Analytics at QBE, where he was focused on business transformation, customer experience optimization and M&A integration initiatives.
Shaun has a degree in Management Information Systems and received his MBA from Pepperdine’s Graziadio School of Business and Management.
Shaun has over 15 years of experience offering master-policy Property & Casualty insurance, service and technology to financial institutions. Prior to joining SES, Shaun held the position of Senior Vice President of Integrated Solutions and Analytics at QBE, where he was focused on business transformation, customer experience optimization and M&A integration initiatives.
Shaun has a degree in Management Information Systems and received his MBA from Pepperdine’s Graziadio School of Business and Management.
Paul Shively
Director- Passive Income Club
FortuneBuilders.com
Paul Shively has over 8 years of experience in the real estate and investment sector, and has been involved in over $500M in real estate investments. As the Director of the Passive Income Club at FortuneBuilders.com Paul and his Team have developed strategic Real Estate Portfolios for over 1,500 clients.
Paul currently oversees and manages the Team at the Passive Income Club at FortuneBuilders and is also the Director of Investments at FortuneBuilders where he oversees Investor Relations. Paul holds a degree from the University of California - San Diego.
Paul currently oversees and manages the Team at the Passive Income Club at FortuneBuilders and is also the Director of Investments at FortuneBuilders where he oversees Investor Relations. Paul holds a degree from the University of California - San Diego.
Andrew Shook
Head of Commercial Real Estate Lending
Lima One Capital
Multifamily Value Add Lending
"Get Freddie Ready"
Single Family Rental Portfolio Lending
"Get Freddie Ready"
Single Family Rental Portfolio Lending
David Singelyn
CEO
American Homes 4 Rent
David P. Singelyn is Vice President of the National Rental Home Council (NRHC), the organization dedicated to advocating on behalf of the 16 million single-family rental home industry on legislative, regulatory and capital market matters. Dave adds an extensive background in real estate, financial and operational experience with private and public companies.
Dave co-founded American Homes 4 Rent® in October 2012 and serves as a trustee and Chief Executive Officer. Dave is also a member of the College of Business Administration Dean’s Advisory Council at California State Polytechnical University, Pomona.
From 2005 to 2012, Dave was Chief Executive Officer of Americ ... (view full description)
Douglas Skipworth
Co-founder & Principal Broker
CrestCore Realty LLC
Since 2007, Douglas Skipworth, CPA, CFA has purchased hundreds of buy-and-hold rental properties for himself in Memphis, TN, and his company, CrestCore Realty, manages all of his properties and thousands more for investors all around the world.
Bryan Smith
EVP & President, Property Management
American Homes 4 Rent
Mr. Smith is Executive Vice President - President of Property Management of American Homes 4 Rent (NYSE: AMH) and is responsible for property management operations nationwide. From 2012 to 2015, Mr. Smith served as Senior Vice President – Director of Property Management and, from 2011 to 2012, as Senior Vice President of Acquisitions. Prior to AMH, from 2009 to 2011, Mr. Smith was a Partner at the Tax Review Group, a real estate consulting firm that focused on reducing the tax liabilities of large residential and commercial real estate properties.
From 2006 to 2009, he was a Partner and Chief Financial Officer at the Watermark Group, a reside ... (view full description)
Christine Smith
Director of Project Mgmt
Castle Rock
Christine heads up the construction management function for Castle Rock and now leads Castle Rock’s new Real Estate Sales operation, The Castle Rock Group. Formally trained in the architectural aspects of Interior Design, Christine takes over once a property is acquired through foreclosure or purchase. She oversees the design, planning, and construction functions of all rehabs. Through our new realty company, The Castle Rock Group, Christine uses her experience in the distressed asset/investment real estate industry to help clients acquire property that fits their stringent investment criteria. She also assists clients in the disposition of real property.
Doug Smith
Portfolio Manager & COO
Castle Rock Capital Management
Doug Smith spent 25 years in Private and Commercial banking and serves as the Chief Operating Officer for Castle Rock Capital Management, a Tampa-based investment management company that not only has their own smaller funds, but they consult with other groups that might not have the experience or resources to properly manage a portfolio themselves. They primarily specialize in 2) Residential and Commercial Real Estate in West Central Florida, 2) Non-Performing Loans in the Midwest and Southeastern US, and 3) Commercial Bridge Lending on a National Basis. They also have a very successful real estate sales and acquisition practice focusing on Florida’s Central West Coast.
Smith sta ... (view full description)
Matt Sneyd
Co-Founder
The Muve Group
Matt Sneyd is a long time running members of The Muve Group and founded the group back in 2006. At 19 years old, Matt partnered with Greg and created a real estate investment company that started reviving homes all around the Salt Lake Valley. Matt believes in “copying genius, not creating mediocrity” and has learned the real estate business from the industry’s best. Matt’s use of data analysis for property acquisitions gives him a competitive edge. He also specializes in conceptual design work for remodel properties. Matt’s continued education and understanding of the real estate market allows him to hold a competitive advantage. As of late, he has started to specialize in commercial develo ... (view full description)
Michael Soni
Senior Advisor
Advisory REI
Michael is currently the Senior Advisor of Investments for Reven Housing REIT, Inc. Michael has experience spanning both equity and real estate markets while working with some of the world's leading private equity firms, funds, and family offices. Michael's current real estate focus is residential rented single family where he has acquired 700 homes in eleven states since 2011. Additional real estate experience includes multifamily, hospitality (stand alone hotels upper and luxury), extended stay, limited service; other mixed use developments- including retail and office. Michael was previously Managing Partner of Hospitality Investors Group, a specialist private equity investment and advi ... (view full description)
Dana Sprong
Co-Founder & Managing Partner
VineBrook Homes
Dana is Co-Founder & Managing Partner of VineBrook Homes, one of the earliest investors in SFR. Dana led the due diligence and acquisition of over 6500 residential single family properties since 2007. He has managed all aspects of back office and field operations at various times for VB since its inception. Currently he is focused on business development, investment strategy and acquisitions/dispositions. Dana is a licensed General Contractor and Real Estate Broker with completed residential and multi-family projects and deals in OH, IN, KY, MO, TN, PA, MS, NE, WI, AR, KS, OK, TX, GA, MA, CA & NY. He graduated with honors from Harvard University where he captained the men's lacrosse ... (view full description)
Greg Stewart
COO
Bungalo
Gregory Stewart is Head of Retail Sales and Marketing at Amherst Residential and the Chief Operating Officer of Bungalo, an Amherst Residential subsidiary and the first-ever real estate platform to bring the entire home buying experience under one roof. In this role, Greg leads day-to-day operations and strategy of the Bungalo business and brand.
Prior to Bungalo, Gregory served as Chief Operating Officer and then Chief Executive Officer of REthink CRM, a real estate software platform catering to commercial and residential real estate brokerages.
Gregory has served as the Head of Business & Corporate Development for a high-growth venture-backed advertising technology company ... (view full description)
Jennifer Stoops
SVP
Park Avenue Properties
Jennifer joined Park Avenue Properties as a Property Manager in June 2007. After helping the firm grow their property management business, Jennifer was promoted to Sales Manager of the Property Management Division in 2008, in 2011 she was promoted to Regional Sales Manager and in 2013, Jennifer was promoted to Vice President of Park Avenue Properties. In 2014, Jennifer was promoted to Senior Vice President with direct oversight of all areas of the firm’s business.
Jennifer was awarded the “Top Woman in Business” award in 2012. Jennifer has served in leadership roles for NARPM having served on the Charlotte Regional Board as Treasurer, Vice President and three terms ... (view full description)
Mike Tamulevich
Chief Investment Officer
Marketplace Homes
Mike Tamulevich is the CIO at Marketplace Homes specializing in Asset Management and Investor Services. Mike leads a team of 16 that manage over $500MM in SFR assets in 30+ markets nationwide. Mike and his team work with a diverse client base representing over 3,000 active SFR assets as well as manage inquiries from more than 1,500 investors on a monthly basis.
Dallas Tanner
President and Chief Executive Officer
Invitation Homes
Dallas B. Tanner has served as President and Chief Executive Officer (CEO) of Invitation Homes and a member of the company's board of directors since January 2019. As a founding member of Invitation Homes' business, Mr. Tanner has been at the forefront of creating the single-family rental industry. Since the founding of Invitation Homes in April 2012, he has served as Executive Vice President and Chief Investment Officer, and since August 2018 as interim President. Prior to the initial public offering of Invitation Homes in February 2017, he served on the boards of the company's predecessor entities. He also serves as the Treasurer of the National Rental Home Council.
Mr. Tanne ... (view full description)
Thad Tarkington
CEO
Second Nature
Jay Tenenbaum
Vice President- Capital Development
AZP Capital, LLC
Jay Tenenbaum, founder and Vice President of Capital Development at AZP Capital, LLC, a real estate investment firm, specializing in acquiring assets nationwide. He is also Editor in Chief of the US Real Estate Journal, an online publication covering all facets of real estate for investors. Jay is a certified keynote speaker and speaks nationally on note investing and related real estate topics.
In his career, Jay has acquired over 275 distressed mortgage notes and properties in 24 states. Jay attributes his success and expertise to his ability to effectively integrate his 20 years of experience as a former debt collection professional. Jay’s legal know-how and achievement in r ... (view full description)
Jeff Tennyson
President & CEO
Lima One Capital
Jeff Tennyson joined Lima One Capital as CEO in January 2018. As CEO, Jeff is responsible for the company’s overall business strategy and day-to-day operations. Tennyson brings more than 30 years of financial services leadership, operating and executive experience to the Company and has held C-level executive roles in both single-family rental and residential mortgage lenders. Prior to Lima One, Tennyson served as the President of Clayton Holdings, LLC (a wholly owned subsidiary of Radian Group (NYSE:RDN)) where he served on Radian’s Executive Committee and oversaw the global Mortgage Services business units, which included Cla ... (view full description)
Jeffrey Tesch
Managing Director
RCN Capital
Jeffrey Tesch, Managing Director, is responsible for the day-to-day operations of RCN Capital LLC, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally underwritten over 3,500 loans and overseen $735M+ in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail c ... (view full description)
Diane Tomb
Executive Director
National Rental Home Council
Diane Tomb is Executive Director of the National Rental Home Council (NRHC), the organization dedicated to advocating on behalf of the 16 million home single-family rental industry on legislative, regulatory and capital market matters. As the NRHC’s first Executive Director, Diane works to educate the public, the media and policymakers about the economic value of the industry and the benefits of large-scale, well-managed single-family rental housing platforms.
Diane is an accomplished executive and entrepreneur who founded DC-based public affairs and business advisory firm Tomb & Associates LLC in 2003. From 2011–2013, she served as President & CEO of the National Assoc ... (view full description)
Joseph Viery
Partner
US Tax Advisors Group, Inc. (USTAGI)
Joseph Viery has worked exclusively with property owners since 2001, successfully
providing tax, retirement and estate planning strategies. By using legal, IRS compliant and proven tax planning structures combined with effective engineered based studies, he specializes in working with those who want to protect their assets and create wealth. Mr. Viery began his career in cost segregation industry in 2008 and has been has been speaking to REALTORS®, property owners, and tax professionals throughout the nation. These concepts provide the tax professional and real estate owner’s powerful tools to legally defer or eliminate income tax and to comply with the new Tangible Proper ... (view full description)
Billy Whitehead
COO
ROI Property Group
Adam Whitmire
VP, Acquisitions
The Whitmire Group, LLC
Adam Whitmire is a third generation investor/developer with over 15 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 ... (view full description)
Chris Willard
Director of Enterprise Sales
Roofstock
Ray Williamson
Director of Strategic Accounts
LendingHome
I am a 28-year financial services leader that has worked in both the consumer mortgage space along with the direct to consumer financial planning space.
My experience in the mortgage industry involves a 17-year run with First Franklin Financial that included starting as a processor and developing into a production Vice President that was responsible for 70 employees in both sales and operations roles. This team originated over $1.5B of annual production that was #1 or 2 in a company of 35 territories.
I invested 5 years in the financial planning space with Northwestern Mutual working with high-income earners, executives, and companies on their personal insurance a ... (view full description)
Mark Wolf
Founder & CEO
AHV Communities
Mr. Wolf is the Founder and Chief Executive Officer of AHV Communities. He is responsible for executive oversight, managing new acquisitions, strategic partnerships, investor relations and operations. Since inception, he has overseen the acquisition and construction of over 2,500 lots/units and secured capital commitments of over $400 million.
Prior to forming AHV Communities, Mr. Wolf was a Founding Partner of the multifamily platform at Greenlaw Partners in Newport Beach where he was responsible for the oversight of multifamily investments. In addition, he was the Founder and Managing Principal at Sicuro Realty Partners, a multifaceted advisor capital provider for the multifami ... (view full description)
Bruce Wuollet
Founder
Bakerson, LLC
Bruce Wuollet is the cofounder of Bakerson LLC, a real estate capital management firm. Bruce is responsible for overseeing day-to-day operations, which includes employees, equity funds, property specific syndications, wholesaling, retailing and finance. Since October 2002, Bruce and his team have flipped over 2200 homes, 25 apartment buildings, 250 space mobile home park and a motel. Bruce has spearheaded the creation of 5 private equity funds with numbers 6 & 7 in formation stages.
What makes Bruce so successful in his business is his passion for changing people’s lives by the transformation of their community. He is also very involved with crowdfunding and how it wil ... (view full description)
Tarl Yarber
Owner
Fixated Real Estate LLC
CEO and Founder of Fixated Real Estate LLC, a Pacific Northwest leading investment company with over $40,000,000 in single family residential properties purchased, rehabbed, and re-sold over the last 3 ½ years. Over 500 real estate transactions under his belt in his career, Tarl and his team are considered experts in the investment industry and specialize in real estate systems for success.
Tarl and his team handle between 15 and 20 single family investment fix and flip construction projects at any given time with an average rehab budget of $85,000 per home and up to $300,000 rehab projects. All of this is done with a team of four, including himself.
After creating Fix ... (view full description)
NETWORK OPEN
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 KingdomEmail: 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.)