Jason Alpert

Vice President
Wells Fargo Bank

No biography specified

Joseph Arie

Exec VP & Managing Director
CIBM Bank

Mr. Arie is a seasoned banker of over 40 years. During his tenure in the banking industry, Mr. Arie has held executive management positions in all areas of running a bank. He has been a "keynote speaker" at several National Banking conferences speaking on the subject of Business Banking and Small Business Lending. In 1994 he received the US Small Business Administration's Financial Advocate of the Year Award. In 1995, President Clinton appointed Mr. Arie to be 1 of 80 Presidential Delegates at the White House Conference on Small Business. From 1995 to 2005 Mr. Arie was on the Board of Directors of The National Association of Government Guaranteed Lenders, NAGGL (the national trade associatio ... (view full description)

Brian Bailey

Subject Matter Expert, CRE
The Federal Reserve Bank of Atlanta

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

William Bowden

Managing Partner
Ashby & Geddes PA

No biography specified

David Brooks

Managing Director
Alliance Partner

David is a Managing Director of Client Services at Alliance Partners. Prior to Alliance Partners, David worked at FBR & Co and JP Morgan where he was an investment banker in their financial institutions group covering banks & thrifts. He began his career at BankBoston in their financial institutions group after completing their Corporate Banker Program. After the Bank of America acquisition of Fleet, he helped start the correspondent banking group at Eastern Bank, an $10B mutual bank in Boston. David received his B.A. from Union College.
 

Cam Childs

SVP
Directed Capital

Mr. Childs joined Directed Capital in 2008.  He directs a team of portfolio managers and analysts engaged in the Company’s asset acquisition activity including deal sourcing, underwriting, valuation and execution.  Mr. Childs ensures the Company maintains its underwriting standards while adhering to the bid and closing timeframes expected by sellers.  Mr. Childs has also been responsible for directing the team’s efforts to increase the Company’s acquisition opportunities by expanding its extensive national network of contacts.  In prior roles with the Company, Mr. Childs has worked across the platform including financial analysis, asset management, and providing support in the Company’s cap ... (view full description)

Anthony Delas

Manager
T. D. Consulting, LLC

Specializing in turnaround situations including manufacuring, distributorships, component suppliers, contract manufacturing, and real estate investments.
Chapter 11 attorney with over 20 years industrial experience from startups to Fortune 100 companies. Management exeprience in operations, manufacturing, engineering, supply chain, quality and offshore operations.
Our team includes attorneys, accountants, engineers, business professionals, supply chain and manufacturing experts.

T.D. Consulting, LLC  www.turnaroundco.com

 

Carlos Delgado

1st Vice President
International Finance Bank

Mr. Delgado is the 1st Vice President Special Assets Manager, at International Finance Bank. He began his career in collections in the late 1980’s and has been instrumental in guiding two institutions through the turmoil of Consent Order’s during the last three decades.  His most notable achievement was during his tenure as the Senior Vice President Head of Special Assets and OREO Department at US Century Bank. Mr. Delgado implemented new and effective policies and procedures, ensuring compliance with the regulatory bodies. He successfully oversaw and managed a portfolio of a total inflow of Substandard Debt in excess of $600MM and significantly reduced the portfolio by over $300MM within th ... (view full description)

John Froelich

Vice President
Asset Recovery Services LLC

Mr. Froelich has been a licensed Ohio Auctioneer for almost a decade now.  Historically, he has sold everything from estates to the "2017 Ron Hackenberger Collector Car Auction" of 750 personally owned cars - with total sales of over $2.4M over two days of selling under the big tent.  An active member of the Ohio Auctioneer Association and the National Auctioneer Association, Mr. Froelich holds the certifications of CAI, Certified Auctioneers Institute and AARE, Accredited Auctioneer of Real Estate.  The CAI designation is sponsored by the NAA, and is the auction industry equivelant of a Masters Degree in auctioneering, taking three years to complete.  In 2017 Mr. Froelich achieved a persona ... (view full description)

Kenneth Grams

Director
Kinetiq Group

Kenneth W. Grams. High-achieving banking executive with more than 20 years of experience in asset management, quality growth initiatives, and as a straight speak strategist in the financial services industry (a community institution focus). An exemplary career history serving on c-suite committees to unify enterprises and administer effective leadership for... Commercial Banking, Mortgage Banking, and Retail Lending.  Visionary leader with the proven ability to direct multi-billion dollar financial institutions, while producing a measurable record of success. Dedicated professional adept at identifying and leveraging opportunities to enhance value propositions and strategic planning to achie ... (view full description)

Terri Gumula

Vice President
Citi Community Capital

Ms. Gumula is an accomplished real estate professional with comprehensive experience in all aspects of commercial properties including loan workouts, acquisitions, financing, receiverships and asset management. Her experience includes office, industrial, retail, multi-family, affordable housing, hotel, medical office, telecommunications facilities, etc. She is currently with Citigroup's Citi Community Capital division where she is responsible for loan workouts and dispositions of mostly affordable housing within the firm's CRA mandate. Prior to that she was with Real Estate Capital Partners where she acquired over 2 million square feet of institutional quality US real estate on behalf of f ... (view full description)

Ben H. Harris, III

Partner
Jones Walker LLP

Ben Harris is a partner in the firm's Business & Commercial Litigation Practice Group and practices from the firm's Mobile office. His practice includes complex civil litigation, securities litigation, and litigation involving financial institutions, and he represents financial institutions in lender liability actions, suits to enforce creditors' rights, and in suits relating to operational matters. Mr. Harris also represents troubled financial institutions and their officers and directors across the country. Recently, Mr. Harris obtained successful jury verdicts in complex, multi-million-dollar cases in the United States District Court for the District of New Jersey and in t ... (view full description)

Michael Jimenez

Founder & Principal
Rhenium Capital

No biography specified

Robert Milam

Director of Acquisitions
Summit Investment Management

Director of Originations at Summit Investment where I am responsible for sourcing commercial debt purchases from financial institutions. We primarily purchase stressed and distressed commercial debt. It can be direct loans, portfolios or pieces of syndicated credits. We buy C&I loans, commercial leases and debt secured by real estate including real estate with environmental issues. Former Positions - Vice President Bayside/HIG Capital. TD Bank - Senior Workout Officer responsible for all workouts in the Southeastern part of the US. South Financial Group - Director of Special Assets. Regions Bank - Director of Special Assets. SouthTrust Bank - Manager Commercial Special Assets Department. ... (view full description)

Joel Minamide

Senior Vice President
U.S. Bank

Joel Minamide is a Senior Vice President and Senior Team Lead in the Special Assets Group of U.S. Bank in Los Angeles. He oversees the L.A. workout unit which manages a West Coast portfolio of acquired and legacy loans. Previously, Joel supervised teams charged with large, complex CRE and C&I relationships at California National Bank (acquired by U.S. Bank), The Toyo Trust and Banking Co., Ltd., and Sumitomo Bank of California (now California Bank & Trust). One of his most high-profile assignments involved a co-lender loan transaction which later became the subject of a landmark bankruptcy case, in which the focal point was the preservation of a lenders right to credit bid in a 363 s ... (view full description)

Bliss Morris

CEO
First Financial Network

For nearly 25 years, First Financial Network has been the nation's leader in loan sales advisory services. As the Founder and CEO of First Financial Network, Bliss Morris has been responsible for the company's overall operations, strategy, growth and development since 1989. First Financial Network has sold billions of all types of performing and non-performing loans in 28 countries. Her extensive level of experience and knowledge of the loan sale industry has truly made her a pioneer in establishing secondary markets for whole loans. During her unparalleled career of nearly twenty-five years in loan sale financial advisory services, she has been directly involved in risk management decisions ... (view full description)

Jeff Oody

CEO, President, & Director
Community State Bank-Florida

No biography specified

Martin Pichinson

Managing Partner
Sherwood Partners

No biography specified

Daniel Pische

Senior Vice President
First American Bank

Daniel Pische is a Senior Vice President with First American Bank and has been with the Company since 2005. Daniel oversees First American Bank’s SBA product line as well as their lending team in South Florida and serves as the Bank’s Special Asset Manager. As an active lender with delegated authority under all of the SBA’s programs, Daniel and his team were awarded the SBA’s Export Lender of the Year in 2017.   A native of Chicago, Daniel relocated his family to South Florida in 2016 to assist with First American Bank’s growth in the market. First American Bank has been lending in South Florida for over 15 years with a focus on Trade Finance and Asset Based Lending relationships ... (view full description)

Brad Salzer

President
Redstone Investments

As a thirty year real estate professional, Mr. Salzer has focused on the acquisition and servicing of commercial real estate loans since 1991. Having acquired over $500,000,000 in whole-loans either individually or in pools, Mr. Salzer has a proven track record in the resolution of distressed mortgage debt. Mr. Salzer has participated as a buyer of RTC, FDIC and conventional bank assets as well those of private and institutional lenders. In addition to the most common property types, collateral has included golf courses, marinas, churches and a multitude of special-use facilities throughout the continental United States. His strong foundation in the development of real property including, of ... (view full description)

Daniel Shorr

Partner
SMS Financial, LLC

Mr. Shorr joined SMS Financial in April of 2004. As a Partner of the firm, Mr. Shorr is responsible for achieving and sustaining the growth strategy for SMS. His directive includes oversight of all business development, underwriting analysis, portfolio metrics and profitability projections, as well as leading and managing the acquisitions team. During Mr. Shorr's tenure managing the growth strategy of SMS, he has successfully assisted in closing acquisitions of over $1.3 Billion in debt obligations spanning across all commercial asset classes. Mr. Shorr also has extensive experience in litigation oversight, foreclosure management, settlement negotiations and real estate liquidation. He holds ... (view full description)

Scot Wetzel

Founder & CEO
Crestmoor Capital Partners

Brings more than 25 years of broad financial services industry experience to Crestmoor, which he founded in 2010. Previously, Mr. Wetzel served as the Colorado CEO and Chairman of Compass Bank (now BBVA Compass), where he grew the company from inception to over $2 billion in assets and more than 30 branches, and as a private equity investor and executive in the community banking sector. Mr. Wetzel has directly managed, or overseen as CEO, many diverse businesses including energy banking, municipal finance, mortgage banking, SBA lending, brokerage operations, trust businesses, insurance businesses, and new markets tax credit funding. Served for 7 years as an independent trus ... (view full description)
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Event Specific Contacts for 9th Annual Bank Special Assets & Credit Officer's Forum (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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