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Stanley Adwell


President/Founder – Intellisteel 
Pioneered Intellisteel, the only On-Site, Precision Manufacturer of Cold Formed Steel (CFS) for the commercial/residential construction industry in the U.S. Utilizing Intellisteel's process and world leading technology, Intellisteel streamlines and accelerates the entire superstructure framing process and substantially lowers the cost to build and reduces project schedules for all commercial structures.


Jillian Anderson

Elmington Property Management

Elmington Property Management is one of the largest multifamily and SFR/BTR operators in the Southeast/Sunbelt/Midwest with over 40,000 units managed with a wide array of asset class specialties ranging from Affordable to Class A+ lease up management.  We pride ourselves on being transparent and entrepreneurial with bold convictions, strategic partnerships, and a "Think Like an Owner" and "Forget the Ordinary" mindset.

Jon Andrews

Chief Revenue Officer
Fund That Flip

Jon Andrews is the Chief Revenue Officer at Fund That Flip and has more than 16 years of experience in the finance industry. His focus in real estate investing ranges from owning and flipping to lending and leasing residential and commercial properties. Prior to Fund That Flip, Jon oversaw teams at SoFi and Bank of America and has closed thousands of transactions with a combined value of more than $1 billion dollars.

Mathew Avrhami

Rockridge Properties and Investments

As President and CEO of Rockridge Properties and Investments, Mathew Avrhami, is responsible launching a regional development firm spanning the western sunbelt states while overseeing and executing development of Build-To-Rent Communities through existing sites, JV investments, and strategic acquisitions. Mr. Avrhami’s experience includes commercial real estate private equity and institutional residential rental experience with the largest SFR investment funds, covering thousands of rental homes and over 38 multifamily projects.   Active in the community, Mathew Avrhami is an associate faculty at Arizona State University’s WP Carey School of Business, teaching real estate investm ... (view full description)

James Bagley

City Homes

James J. Bagley is a seasoned private equity sponsor/operator recently completing his 13th successful PE real estate transaction as a sponsor/operator.  Currenly we are working on growing our B4R portfolio as a PE sponsor producing whole community and scatter inventory for B4R owners. Mr. Bagley is CEO of City Homes, an industry leader in destination resort development and is one of the largest builders of vacation rental homes in the United States.  Vertically integrated into City Homes are land development, homebuilding, hotel, retail and waterpark construction, furniture distribution and vacation rental management. Destination resort projects are located in Orlando and Pigeon Forge/ ... (view full description)

Neal Bawa


Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $250+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 300+ investors. Neal serves CEO / Founder at Gr ... (view full description)

Mike Bednarski

Managing Partner
LyvWell Communities

LyvWell Communities is a Tampa-based real estate development firm specializing in building and investing in build-for-rent communities across the Southeast and Texas. Through former affiliated companies, Broome Capital and Proluxe Properties, LyvWell Principals have multigenerational experience in the SFR sector, among other strategies like infill self storage development.  Mike Bednarski is a Principal of LyvWell and a 2nd generation operator/investor/developer 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.

Jim Belfiore

Chief Strategist
Keystone Homes

Tony Benge

Benge Development Corporation

Benge Development Corporation was formed by Tony Benge in 1994 and has been a leading developer of large scale, mixed use, master planned developments thorughout Central Florida.  To date BDC has identified, acquired and developed over thirty thousand residential lots and over one million square feet of commercial space.  Current projects include Floridian Town Center, Traditions, Pelican Bay and Oak Hill Preserve.  We currently have over thirty residential communities ready for rental homes and sixteen mutlifamily sites near job creation engines such as hospitals, logistics centers and commercial parks.  

David Beznos

SVP of Growth and Strategic Partnerships

Mr. Beznos was named Senior Vice President, Growth and Strategic Partnerships of PulteGroup in August 2021. He is responsible for assessing business opportunities and strategies in several critical areas, including single-family rental, new market expansion, off-site manufacturing, strategic partnerships, and mergers and acquisitions. Prior to joining PulteGroup, he previously worked for the American Land Fund and Lehman Brothers before his most recent role as Managing Director and member of the Investment Committee at Dune Real Estate Partners. Mr. Beznos earned both his MBA, graduating as a Palmer Scholar, and his BS in Economics from the Wharton School at the University of Pennsylvania.

Dan Brady

VP Acquisitions
ILE Homes

Brady leads the Acqisitions Team for ILE Homes, a JV that purchases, renovates, and holds Single Family Rentals in the Southwestern and Southeastern US.

Andrew Brausa

Managing Director
Brookfield Capital Partners

Andrew Brausa is a Senior Vice President in Brookfield’s Private Equity Group and is primarily responsible for sourcing and underwriting financing opportunities in the residential for-sale real estate market.
Mr. Brausa joined Brookfield in 2017. Prior to joining Brookfield Mr. Brausa held a number of senior roles in the hedge fund industry investing in both public and private markets with a focus on the residential real estate sector. In 2015 he co-founded Domain Real Estate Partners, which focused on private investments in the residential real estate markets.
Mr. Brausa holds a Bachelor’s degree from Bucknell University.

Marti Burrows

Managing Director

Marti Burrows is a Managing Director of Real Estate with oversight of the Single Family Home/Build to Rent Real Estate division for Greystar's Property Management business. Prior to taking over as leader of the Single Family Rental Platform, Marti lead the Owned Asset Support division and served as a liaison to support and guide operational excellence on all of the company's owned assets, in partnership with investment and property management leadership. In addition to supporting the Greystar owned asset portfolio, Marti lead several national initiatives to maximize operational performance for Greystar Management Services.    Prior to joining Greystar in 2015, Marti was Vice President ... (view full description)

Douglas Caraballo

Managing Partner

Douglas Caraballo is the Founder and Managing Partner of Cymbel, a newly formed real-estate investment platform that focuses on transformative multi-asset investments throughout the US.  Cymbel's first strategic investment platform is Milenio, a land development platform that serves as an off-balance sheet partner.

Before Cymbel, he was the principal co-founder of Quinn Residences, which continues to build communities exclusively for rent. Since its formation in 2019, Quinn has grown exponentially, with more than 5,000 homes under development and lease-up. From its initial start-up through today, Quinn is now a BTR leader throughout the Southeast US.

Audrey Carlson

Associate Director of Build-for-Rent Division
SVN | SFR Capital Management

SVN | SFR Capital Management based in New York, is a private, commercial real estate investment firm dedicated to the Build-for-Rent (“BFR”) asset class, across the United States. Engaging best-in-class professional service providers to augment internal resources and ensure profitable execution, operating efficiency, and optimized cost management, all supporting uniquely scalable BFR investment opportunities. SVN | SFR Capital Management and its investors enjoy several competitive advantages in the BFR sector, including its affiliation with SVNIC, its data aggregation and technology platform, a history of underwriting approximately 70,000 rental homes valued at $15 billion, specia ... (view full description)

Jeff Chamberlain

National Account Manager
ADT Multi-Family

Jeff has been involved with technology for multifamily since 2001. He currently is a National Account Manager at ADT Multifamily and provides owners, developers and management companies a fully integrated smart solution that includes in unit smart technology, smart security, cameras and gated entry solutions. The ADT solution will integrate with most property management software currently available. He has spent last 20 years in the multifamily industry and has found relationships in multifamily endure so he feels you must always treat your customer "like you want to be treated" and provide the best service before and after installation to ensure everything runs smoothly. Jeff's favorite quo ... (view full description)

Landon Cooley

CEO, Co-Founder
Pest Share

Landon Cooley is the CEO & Co-Founder of Pest Share.  Landon has 17 years of experience in pest management and is 4th generation in his family to pursue a career within the industry. Landon has been involved in the property management industry for over 10 years. He has a strong belief that, “There is always a better way,” which has led him to his most recent venture, Pest Share. Pest Share is using technology to create a seamless pest control solution for residents while providing property managers with a self-managing platform for pest control issues. Additionally, Pest Share offers a highly valuable Pest Assurance program which provides property managers with a rev ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

John Curry

Chief Executive Officer
Setanta Development Capital

John is Sétanta’s CEO, responsible for capital market strategies, loan originations, and relationship management.  John previously co-founded a platform providing financing options for qualified residential developers. Prior to that, he served as General Counsel at a private equity group focused on single-family residential development throughout the US.  A native of Ireland, John holds law degrees from Duke University and University College Dublin.

Rob Davenport

Setanta Development Capital

Malcolm Davies

Founder/Sr. Managing Partner
WAY Capital, Inc.

Malcolm has over 25 years of experience as an award-winning capital advisor and developer, having advised and been involved with over $15B worth of total capitalizations, both in the equity and debt markets. As an award-winning capital advisor and developer, Davies has utilized his expertise to lead developers and investors to structure and capitalize billions of dollars-worth of commercial real estate ventures. He has extensive experience in structuring transactions across the capital stack, including non-recourse senior and stretch-senior debt, mezzanine and preferred equity financings, and Co-GP and LP equity financing solutions for development, value add and stabilized projec ... (view full description)

J.R. Denney

Head of BFR Acquisitions
Bridge Investment Group

As Bridge SFR’s Head of BFR Acquisitions / New Home Construction, J.R. is responsible for collaborating with national and regional homebuilders to execute Bridge Investment Group’s growth strategy throughout their national footprint.  Bridge Investment Group is a leading, vertically integrated real estate investment manager, diversified across specialized asset classes, with approximately $40.18 billion of assets under management as of June 30, 2022.    Prior to Bridge Investment Group, J.R. served in several leadership roles that provided strategic and highly valuable experience: National Vice President of BFR at Century Communities (NYSE: CCS), Vice President at American Homes ... (view full description)

Sharon Douglass

Vice President, National Accounts
Cox Communications

Matt Duffy

Eastdil Secured

Matt Duffy is a Director at Eastdil Secured and helps lead its national SFR / BTR platform. Matt focuses on a wide range of transactions including portfolio / asset level recapitalizations and sales, programmatic equity raises, and entity-level transactions. He was previously a senior member of the firm’s Private Equity / Investment Banking group covering both private clients and the public REIT sector with an emphasis on residential and alternative strategies. While at Eastdil Secured, Matt has executed on more than $40 billion of transactions across a variety of sectors including more than $5 billion of debt and equity initiatives for clients focused on both single-family scatt ... (view full description)

Chad Durham

Division President
David Weekley Homes

Chad Durham joined David Weekley Homes in 2004 and has been serving as Division President since 2015. During his tenure, he’s held several positions, including Senior Builder, Purchasing Consultant, Community Manager, Project Manager and now Division President. As a Project Manager, he oversaw the nationally recognized master-planned community of Mueller and led the launch and development of the company’s Central Living Brand and infill product in central Austin.    In his current role as Division President, Durham has operational responsibilities and oversees land acquisition and land development. He has successfully overseen the construction and development of numerous communit ... (view full description)

Jeff Enes

Senior Vice President
IHP Capital Partners

Jeff Enes joined IHP Capital Partners in 2006 and is a Senior Vice President primarily responsible for deal sourcing, acquisitions, project development strategy, underwriting, and joint venture partnership originations.  Prior to joining IHP, Mr. Enes was a Project Manager at Webcor Builders, one of California’s largest commercial builders, where he led mixed-use, multi-family, and residential developments in Los Angeles and the San Francisco Bay Area.  Previously, Mr. Enes was a Project Engineer on the San Francisco Giants’ project development team for the baseball park in San Francisco.  A graduate of the University of Notre Dame, Mr. Enes received a Master of Real Estate Development (MRED ... (view full description)

Lee Everett

Director of Research & Strategy

Mr. Everett joined Waterton in 2021 and serves as director, research and strategy. In this role, Mr. Everett is responsible for the direct oversight of all research functions at the firm including contributions to acquisition analysis, portfolio management, and fundraising efforts. Prior to joining Waterton, Mr. Everett was Head of Research and Strategy at Benchmark Senior Living. He was previously at CoStar Portfolio Strategy, where he was a multifamily strategy consultant for some of the largest investment managers, life insurers, pension funds, banks, and private equity funds in the U.S. Prior to that, he worked as a consultant at The Concord Group, a boutique national real estate c ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

Doug Faron is the co-founder and Managing Partner of Shoreham Capital, a diversified real estate investment company that focuses on residential and special situation investment opportunities in growth markets across the United States. Prior to founding Shoreham, Doug spent his last 10 years at the CIM Group as a Managing Director where he oversaw their acquisition strategy on the East Coast and in major markets across the US.  Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economic ... (view full description)

Howard Fife

Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Ar ... (view full description)

Michael Finch

Executive Vice President
SVN | SFR Capital Management

Michael Finch is the Executive Vice President of SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. 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 comm ... (view full description)

Andrea Finger

Managing Director
Whelan Advisory Capital Markets

Andrea is a seasoned real estate investor, analyst, and advisor with over 15 years of experience focusing on homebuilders and consumer real estate companies.  She is currently a Managing Director at Whelan Advisory Capital Markets LLC, a certified woman-owned boutique investment bank and broker dealer focused on M&A and capital raising exclusively for the residential housing and construction industry.  Previously,  Andrea made her career as a Global Industry Analyst at Wellington Management Company, investing in global real estate companies, including both homebuilders and REITs, as a member of the Finance and Real Estate teams.  She has served as an Adjunct Lecturer at the University of ... (view full description)

Rick Firmine

Argosy Real Estate Partners

Rick Firmine is a Principal at Argosy Real Estate Partners (“Argosy”) and is responsible for acquisitions, dispositions and asset management at Argosy. Prior to joining Argosy, Mr. Firmine was a Principal with the Fifteen Group, where he oversaw the firm’s acquisition and development efforts throughout the Mountain Region. Previously, he spent over a decade as the Owner of RF Development, a development and advisory firm. Mr. Firmine began his real estate career with Torino Companies where he oversaw the acquisition and development of retail properties. Previously, he was an investment banker with Robertson Stephens and Lehman Brothers.   Mr. Firmine holds a Bachelor of Science in ... (view full description)

Brian A. Flaherty

Chief Operating Officer
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)

Matthew Fogt

Allen Matkins

Matt Fogt, a partner in the Orange County office at Allen Matkins, is a multidimensional dealmaker. He combines land use, real estate, environmental, natural resource, and energy law knowledge with business acumen, negotiation skills, and rigor to address California real estate development projects from all angles. He works to get the best terms and provisions in land use entitlements and real estate transactions while managing client investment and project constraints, and takes the necessary steps to ensure his clients’ developments can proceed in a timely manner, following acquisition. Matt advises clients on a broad range of issues including the California Environmental Quality Act, stat ... (view full description)

Steven Friedman


Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience.  Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of leg ... (view full description)

Don Ganguly


Don is a fintech and proptech entrepreneur, and an expert in the acquisition and management of residential real estate. Most recently, he founded HomeUnion, a data-driven, single-family rental investment platform that was acquired by Mynd in 2019. Prior to that, he was the founder and CEO of Oracle Financial Services BPO, a subsidiary of Oracle, that provides loan processing, servicing, and back-office financial reporting services for banks and large private equity investors. Don earned an MBA from The Wharton School and was the recipient of the HousingWire Vanguard Award, which recognizes influential leaders of businesses contributing to the growth of the housing economy and its various sec ... (view full description)

Cameron Ghassemi

Vice President - Acquisitions
Shopoff Realty Investments

Cameron Ghassemi serves as Vice President, Acquisitions for Shopoff Realty Investments. Mr. Ghassemi has more than fifteen years of experience in various real estate and finance roles.  In his current role his responsibilities include, the sourcing of investment opportunities, market analysis, financial modeling, planning, finance, deal structuring, capital markets and entitlement risk management   Mr. Ghassemi has successfully contributed in the underwriting, acquisition, entitlement, management and disposition of numerous asset classes including office, retail, industrial, multifamily and single family residential with an aggregate value in excess of $2 billion.  Prior to joining Shopoff R ... (view full description)

Peter Gilfillan

Conference Producer

Jessica Godwin

Director, Build to Rent

Jessica is the Director of Build-to-Rent for Roofstock, the leading marketplace for single family investment properties. Specifically focused on dispositions of build-to-rent investment portfolios within Roofstock’s portfolio services team, she consults with landowners, developers and builders through all stages of build-to-rent communities. She is a licensed real estate broker in Texas, Georgia and Tennessee and is the Texas designated broker for Roofstock Realty. Jessica has participated in the sale of institutional-quality real estate investment properties totaling over $1B. With more than 15 years of experience in real estate and finance, she has worked in commercial investme ... (view full description)

Alexandra Goldthwaite

Regional Vice President
HomeRiver Group

Richard Gollis

The Concord Group, LLC

Richard M. Gollis is a co-Founder and Principal of The Concord Group based in the firm’s Newport Beach office. As a national strategy firm, TCG also has offices in San Francisco and New York City. TCG's clients include private equity firms, institutional and entrepreneurial capital, investment and commercial banks, public agencies, and developer/builders. The firm has specific expertise in land, housing (for-sale and for-rent), office/commercial and hospitality sectors and is active with single assets and large portfolio pools. Recent assignments on behalf of private capital/ opportunity funds have included repositioning and recapitalization strategies for acquisitions and “next-cycle” devel ... (view full description)

Ron Gonski

SVP of Growth

Ron Gonski leads business development and growth at Mosaic, and is both a lawyer and electrical engineer. Ron previously held roles in systems and software engineering at several large aerospace companies and as a corporate real estate attorney at Fennemore Craig, a leading Mountain West law firm. While in law school, Ron started a software company that created mobile scheduling applications for airline employees, which he later sold. Ron obtained his JD from Harvard Law School and his BS in Electrical Engineering from the University of Maryland. Ron is an active member of the Urban Land Institute’s Arizona chapter and is an original member of the groundbreaking “ULI ... (view full description)

Adam Green

SVP Land Acquisition & Development
Bridge Tower Homes

Throughout his twenty-five-year career, Adam Green has been active in all facets of the Real Estate industry on both the brokerage and development side where his true passion lies. He has been involved in the development of both residential and multifamily properties throughout the Southeast United States. Adam's expertise includes site selection, entitlements, horizontal development, and vertical construction.  As a licensed Real Estate Broker since 2001, Adam started his career affiliated with Coldwell Banker Residential Real Estate in Tampa Florida. While there he consistently ranked among the top five agents in an office of more than 125 fellow Realtors. In 2009 Adam develope ... (view full description)

Chris Griego


As Chief Operating Officer, Chris Griego is responsible for helping accelerate growth through strategic initiatives and by optimizing existing processes. Chris brings deep experience in home and commercial services and real estate internet and technologies. Before joining TaskEasy, he was a Vice President at Closetbox, a venture-backed valet storage business where he established a partnership and BD function, tripled the service pro network and secured a series B round. Prior to that, he was helping a seed-stage mobile job management software company raise capital and framework, staff and execute the operational side of the business. Before that, he was at HomeAdvisor (ANGI HomeService ... (view full description)

Matt Hansen

Chief Operating Officer
Camillo Properties

Heidi Hawk

Regional Sales Manager
Lima One Capital

Heidi has a distinguished career from dirt to doorknobs as a commercial real estate broker and originator in SFR/BTR/MFR asset classes, including land and new construction. Heidi has extensive product and real estate data knowledge relative to the investment for driving overall company profitability and growth in key market of the US. During her career she has lead teams in analyzing, negotiating, and securing over $1.5B in successful SFR/BTR/MFR originations, acquisitions & dispositions. Her volunteer work has been:  Member: Women in Housing Leadership Group Chair Person for Built Green in SW WA Leader of the Land Development Committee at eXp Commercial ... (view full description)

Kristine Hedlund

Director, MDU Sales
Cox Communications

Matthew Heintz

Build to Rent

Matt Heintz joined the Build to Rent team at Roofstock, the leading tech-enabled real estate marketplace, earlier this year where he works with buyers and sellers acquiring homes and taking new projects to market with the BTR Team, including scattered individual site, portfolio transactions and dedicated communities.  He holds principal broker licenses in several states.  Matt joined the Investment Services team at Roofstock in 2021 where he has worked with institutional clients in building portfolios of single-family rentals across the US.  In his time at Roofstock, he and the team successfully deployed several hundred million dollars in the single-family rental space.  Prior to joining Roo ... (view full description)

James Howley

Chief Investment Officer
Quinn Residences

James Howley brings more than a decade of institutional real estate and financial experience. Prior to joining Quinn, he served as a Director of Strategic Planning and Investments for QTS Realty Trust (NYSE: QTS), where he supported QTS’ corporate and strategic finance function including financial planning and analysis, budgeting, capital markets, investor relations and strategic initiatives. Prior to QTS, he was a Senior Investment Analyst at Real Estate Management Services Group, where he was responsible for originating and underwriting investments in publicly traded real estate, with a focus on the residential and hospitality spaces, among others. Mr. Howley leverages his extensive financ ... (view full description)

David Huey

CEO, Co-Founder
Sound Capital

Dave has grown and sold several multi-million-dollar real estate related businesses. Currently, he’s the Co-founder and CEO of Sound Capital, with over 15 years’ experience in private lending. He loves working with developers because they embody Dave’s view of the American Way. They build great products, transform communities, and put their own blood, sweat and tears into creating each new home. His career in real estate began in 1995, and he has owned and operated a real estate brokerage, a title company, and a software company that ultimately became the first nationwide aggregator of MLS data. After selling those companies, he entered private lending in ... (view full description)

Jeff Hutchinson

Head of B2R & Portfolio Acquisitions
Mynd Management, Inc.

Jeff oversees acquisitions of build-to-rent projects and portfolios, allocating capital on behalf of Mynd’s institutional clients on the Mynd Investment Management platform. Jeff has held several senior investment and development positions at both publicly and privately held real estate firms, including AMB/Prologis and Commercial Prop Tech Company Loopnet. Prior to joining Mynd, Jeff founded and managed funds that purchased, renovated, and managed more than 640 single-family homes. Jeff holds a master’s degree in Real Estate Development from Massachusetts Institute of Technology, and a bachelor’s degree in Engineering from Cornell University.  

Danielle V. Jackson

Diversity, Equity & Inclusion Manager
FirstKey Homes

In her role at FirstKey Homes, Danielle serves as the organizations first Diversity, Equity & Inclusion Manager. FirstKey Homes, LLC is a privately owned, single family rental home property management company headquartered in Marietta, Georgia. With more than 5 years proven experience in successful grassroots diversity, equity and inclusion (DEI) strategy; she develops and implements the organizations DEI initiatives and strategy to attract, hire, grow and invest in a diverse, equitable and inclusive workplace. Danielle is an inaugural member of the FirstKey Homes DEI Council and has helped to lead the Council's company wide effectiveness. Her efforts have included: the devel ... (view full description)

Chris Jasinski

CEO & Managing Partner
JTW Advisors

As the Managing Partner and a Co-Founder of JTW Advisors, Chris is responsible for the execution of mergers and acquisitions transactions in the homebuilding industry. Chris has over 20 years of experience as an operator, entrepreneur, and advisor to the homebuilding and development industry.  He can relate to homebuilders’ unique challenges and opportunities because he has developed, marketed, and constructed for sale single family and condominium homes while overseeing projects in Southwest Florida, Coastal Alabama, and North Carolina as both an employee and owner. Most recently Chris served as CEO of Kennebunk LLC, an advisory and development services firm he found ... (view full description)

Robert Jayne

Chief Construction Officer
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.   

Brandon Jenkins


Brandon is the Co-founder and Chief Operating Officer of Fundrise, the largest direct-to-investor real estate investment platform in the US. He is responsible for overseeing day-to-day operations of the business, as well as leading overall strategic direction. Additionally, he serves as a member of the Board of Directors and the Investment Committee. Under his leadership, the company has invested in more than $5.7B of real estate and grown to more than 150,000 investors. Prior to Fundrise, Brandon was the Director of Real Estate for Westmill Capital Partners, a boutique real estate investment and development firm. Brandon earned his BA from Duke University and lives in Washington, DC with hi ... (view full description)

Josh Jensen

Co-founder & CEO

Josh Jensen is the CEO and co-founder of Inspectify, a venture-backed technology platform in property inspection space. Inspectify enables scale for SFR acquisitions nationwide through its network of 1,500+ inspectors and proprietary inspection software. Before Inspectify, Josh was the Vice President of Operations at Flyhomes, a nationwide real estate brokerage, where he was responsible for all real estate operations for the company and helped scale the business from seed to Series B. Josh is also an active real estate investor, holding rental properties on both the East and West coast. He also has a MS in Mechanical Engineering and MBA from the Massachusetts Institute of Technology and resi ... (view full description)

Andrew Jewett

Chief Strategy Officer
Anchor Loans

Andrew brings more than 16 years of experience in fix-and-flip lending and real estate capital markets to the Anchor team. Throughout his career in the technology, real estate and financial services industries, Andrew has started companies and helps existing companies grow and thrive.  Prior to joining Anchor Loans, Andrew was the Head of Lending and Co-Head of Capital Markets for Sundae, Inc. Andrew joined Sundae when it acquired Aperture, a proprietary analytics and proptech firm that he co-founded. Prior to Aperture, Andrew was the Managing Director and Co-Head of Capital Markets at Wedgewood, a diversified operating/real estate investment company where he led the team responsible f ... (view full description)

Ben Joanis

National Sales Account Executive
Temple View Capital

Mr. Joanis serves as a New Jersey based Account Executive on the National Outbound Sales Team for Temple View Capital. Prior to joining the company, he worked as a licensed mortgage broker specializing in Retail Transaction & DSCR Loans and he is also an active real estate investor in the New Jersey market. He has worked in financial services for 10 years and brings with him a wealth of industry and hands on knowledge to share with our clients.
Mr. Joanis earned a BA in Anthropology & French from Seton Hall University.   

Theodore Karatz

Managing Director
GTIS Partners

Teddy Karatz is a Managing Director at GTIS Partners LP and responsible for sourcing and analyzing investment opportunities across the firm’s active U.S. funds.  Mr. Karatz is based in Los Angeles and was a key member in launching the firm’s branded build-to-rent platform for which they are a direct developer and operator.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Charlotte, Dallas, Munich and São Paulo.  The firm has 84 employees and approximately $4.7 billion of gross property assets under management (AUM).  Since September 2009, GTIS has committed approximately $2.4 billion of equity to the ... (view full description)

Jason Keller

Managing Director
Oaktree Capital Management, LP

Jason Keller is a Managing Director and Head of Residential Investments for Oaktree’s Real Estate group. In this role, Mr. Keller oversees homebuilder acquisitions, land development, homebuilding, destination resorts, non-performing residential loans, residential loan servicing, homebuilder lending, land banking and other similar investments. In this capacity, Mr. Keller has overseen the investment of over $4.1 billion of equity across 130+ different residential investments since 2009.  Prior to joining Oaktree in 2007, Mr. Keller held various roles at DLJ Real Estate Capital Partners, Salomon Brothers, CIBC Oppenheimer and D-Street Investments.  He holds a B.A. degree in finance from ... (view full description)

Lance Keller

Managing Member
Lifestyle Homes

Please see: for specifics about our group.  Thanks LK 

Robb Kenyon

Partner, Chief Credit Officer
Sound Capital

Robb is a 30-year veteran of banking. His experience spans virtually every facet of real estate finance. Yet, what stands out about Robb is his passion for people. He’s always asking, “Is it right for our client?” Professionally, Robb can look at the most complex lending situations and find creative solutions that literally no one else is seeing. It’s a core belief of Robb’s that there’s always an honest, straight-forward solution to even the most challenging lending situations, but people come first. He has held positions with Seattle Mortgage, Countrywide, Bank of America, and now is a partner and CCO of Sound Capital. He's also served in positions for the Certified ... (view full description)

Stephen Kim

Senior Managing Director, Head of Housing Research Team
Evercore ISI

Stephen Kim is a Senior Managing Director and Head of Evercore ISI's Housing Research Team. Mr. Kim is ranked #1 on Institutional Investor’s 2021 All-America Research Team for Homebuilding & Building Products and has been ranked #1 every year since 2016. His work focuses on national housing demographics, building products manufacturing and distribution, and emerging trends across both the new and resale housing market; he coined the term “iBuyer” in 2017. Prior to joining Evercore ISI, he spent over two decades in Equity Research and Investment Management, holding lead analyst positions at Barclays Capital, Citi, and Deutsche Bank. Mr. Kim received a B.S. in Economics from The Wharton Sc ... (view full description)

Evan Kinne

President / Managing Director
George Smith Partners, an AXCS Capital company

Mr. Kinne joined AXCS Capital as President and brings captial markets expertise that is predominantly focused on institutional   real estate projects. Prior to AXCS, Evan worked at George Smith Partners, a well-known boutique capital markets advisroy firm. At GSP, Evan's deal track record topped $4BB in total captialized value.  Prior to GSP, Evan was a Vice President at Watertower Group, a boutique advisory focused on dynamic and innovative companies shaping technology, consumer internet and digital media. Evan has advised over 20 internet, technology, and media companies on series A-D equity capital formation and M&A. Evan’s other experience includes: Director of Business Development a ... (view full description)

Tom Kinslow

Managing Director
Dune Real Estate Partners

Mr. Tom Kinslow is responsible for sourcing, underwriting and structuring new investment opportunities and executing value creation strategies at Dune and is a Member of the Investment Committee at Dune.   Prior to joining Dune in 2017, Mr. Kinslow was an Associate at Centerbridge Partners focused on public and private commercial real estate investments from 2013 to 2016. Prior to that, Mr. Kinslow was an Associate at Ranieri Real Estate Partners focused on acquisitions from the firm’s inception in 2010 to 2013. From 2009 to 2010, Mr. Kinslow was an Analyst with Deutsche Bank’s Real Estate, Gaming, Lodging and Leisure Investment Banking Group.   Mr. Kinslow received a ... (view full description)

Joel Kirstein

Managing Director

Rachael Kish

Director of Property Management
Christopher Todd Communities

Rachael Kish, CAM, CAPS, serves as the Director of Property Management for Christopher Todd Communities, headquartered in the Phoenix, Ariz. metro area. A seasoned professional, Rachael has worked in the multifamily arena for twenty years, most recently as a Regional Portfolio Director in the Phoenix market; overseeing thousands of units across all asset classes – from repositions to Build-to-Rent.  She joined Christopher Todd Communities in early 2022.   Along with her award-winning teams, Rachael has been instrumental in the acquisition, operation, refinance, and disposition of nearly a billion dollars in real estate assets. Rachael has been the co-chair for the Arizona Multiho ... (view full description)

Geoffrey Kristof

Head of Single Family Rental
Asia Pacific Land

Mr. Kristof is Head of Single-Family Rental at Asia Pacific Land (APL), a global multibillion-dollar investment firm. APL’s SFR platform focuses on building purpose-built rental communities across growth markets in the Southeast and Midwest and currently has over 4000 units owned or contracted. Prior to joining APL, Mr. Kristof was an investment professional at Bridgewater Associates, where he worked on a 12-person team managing a $150 billion currency book. Mr. Kristof received an A.B. in Economics from Harvard University.

Alexander Lachman

Portfolio Manager
Stockbridge Capital Group

Alexander Lachman is a Portfolio Manager at Stockbridge Capital Group, a real estate investment manager with over $30 billion of assets under management. Mr. Lachman has been with Stockbridge for over seven years and focuses on acquisitions and portfolio management across multiple residential asset classes including single-family rental communities and manufactured home communities. In his role, Mr. Lachman oversaw the creation of Stockbridge's single-family build-to-rent community platform from scratch. Since the venture was formed in June 2021, Mr. Lachman has overseen over $1 billion of single-family rental community acquisitions that are either owned or under contract by Stockbridg ... (view full description)

Andy Lawhorn

SVP, Acquisition Finance
Toll Brothers, Inc.

Andy joined the Toll Brothers Corporate Finance Department in 2007.  He has raised debt and equity at the project level in support of home building, master-planned community, multifamily rental, and condominium developments.  Additionally, Andy is responsible for underwriting and due diligence in home builder M&A transactions. 

Andy graduated from The College of William and Mary with a dual Finance / English degree.  He is a CFA Charterholder.  

Jonathan Lee

George Smith Partners

Jonathan Lee sources structured capital for both high net-worth and institutional clients. A former developer, Mr. Lee leverages his experience in ground up development to customize a client plan that manages risk profiles and maximizes returns. He utilizes an extensive network of debt, life insurance, CMBS, Fannie/Freddie and equity relationships to achieve his client’s goals. Mr. Lee specializes in ground up construction, perm and bridge financing. He has arranged debt, pref equity and JV equity structures totaling $3 Billion+ in his career. His expertise includes underwriting and structuring commercial real estate investments, negotiating transactions and term sheets, financia ... (view full description)

Tiffany Lu Leichman

Sherman & Howard L.L.C

Ryan Lewis

Ashton Woods Homes

Ryan joined Ashton Woods in 2013 as Division Manager, responsible for the startup of the Charleston market. He was soon promoted to Division President of the Carolinas, overseeing operations for both Raleigh and Charleston. In February of 2017, he was promoted to Chief Operating Officer. Prior to Ashton Woods, Ryan was the Vice President of Construction Operations at the PulteGroup. Before that, he spent 9 years with Centex Homes, serving in multiple operational leadership roles including divisional, regional and corporate assignments. He has also served on the Board of Directors of the Greater Atlanta Home Builders Association. Ryan holds a Bachelor of Science degree in Construction Managem ... (view full description)

Evan Linkner

Ackman-Ziff Real Estate Group

Evan Linkner is a Principal at Ackman-Ziff and the Head of its SFR/BFR Group. Founded in 1926, Ackman-Ziff is a global leader in developing creative capital solutions for institutional investors and operating companies. At Ackman-Ziff, Evan leads the structuring and placement of equity, debt and mezzanine capital stacks.  Evan has been an active financier of institutional SFR debt and equity since 2013, integral to the structuring and creation of numerous pioneering capital products in the sector.  In 2006, Evan founded First Atlantic Capital Management, a contrarian investment fund that successfully forecasted the collapse of the real estate markets and established a ... (view full description)

Matthew Lorimer

Director of Capital Markets
Shopoff Realty Investments

Matthew Lorimer is the Director of Capital Markets for Shopoff Realty Investments. Mr. Lorimer is currently responsible for overseeing the capital raise, underwriting, and development of Dream Las Vegas. as well as general asset management for the Company of projects after acquisition. Mr. Lorimer is also responsible for sourcing and negotiating all institutional capital sources for the firms various projects. Prior to joining Shopoff, Mr. Lorimer was in land acquisition for an active adult multifamily developer. In addition, he was with a hotel owner/operator where he was intimately involved in over $950 million dollars-worth of transactions. Mr. Lorimer attended the Pennsylvania State Univ ... (view full description)

Lino Maldonado


Lino Maldonado is the President and Managing Partner at Behome247, the industry leader in smart home technology, workflow automation and energy management. Lino Joined the team at Behome247 in November 2019 and has been instrumental in leading the charge and development of cutting-edge hospitality, multi-family and real estate solutions. Partnering with leaders in the industry like, Airbnb, Wyndham Vacation Ownership, VRBO and VRM Intel. In his previous role, as VP of Operations for Wyndham Vacation Rentals, he led business development and ownership strategy across North America. He worked for the company for 23 years, beginning his hospitality career in 1996 at Mainsail in Miramar Bea ... (view full description)

George Maravilla

Senior Vice President
Tower Capital

Aimee Martin

Senior Director
GTIS Partners

Aimee Martin is a Senior Director of  Acquisitions at GTIS Partners, and is responsible for the origination of new residential land development and homebuilding investments in multiple markets throughout the U.S.  Ms. Martin has over 25 years of diversified real estate experience in equity and debt investments, asset management and project finance, development and operations.  She is a skilled strategist and problem solver with a track record of value creation in residential projects across the country.  Prior to joining GTIS in 2021, Ms. Martin was a Managing Director at Isles Ranch Partners where she led the origination of the firm’s residential investments in Texas, Mountain/Central and E ... (view full description)

Ron Martin

President, BTR
Core Spaces

Chris Mataja

Lafayette RE

COO of Lafayette, a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manages more than 3,000 single-family rental homes, provides loans to fix & flip investors in the markets it operates its rental strategy and is actively growing its build-for-rent and scattered-site SFR portfolios.

Daniel McCann

Managing Director
Arroyo Capital

Eileen McDonald

Senior Vice President

Reneé McDonnell

Managing Director
IHP Capital Partners

Reneé McDonnell is a Senior Vice President of IHP Capital Partners and is responsible for its Northern California investment portfolio including Oregon, Washington, Nevada, Utah and Hawaii.  IHP is one of the nation’s largest investment firms providing equity financing for residential development.  The firm invests institutional capital in for-sale residential real estate projects throughout the United Sates.  Ms. McDonnell has been with IHP since its inception in 1992, and her responsibilities include the origination of new investments and the management of existing assets.  Ms. McDonnell serves on the board of directors of MidPen Housing, a Bay Area affordable homebuilder, and is a member ... (view full description)

Tony McGill

Head of Investment Banking
Zelman & Associates - A Walker & Dunlop Company

Tony is a Senior Managing Director and Head of Investment Banking at Zelman, and has led Zelman's origination and execution of public and private debt and equity capital raise and M&A transactions totaling over $28 billion of completed value. Tony has executed transactions with housing's leading companies including 84 Lumber, American Homes 4 Rent, ARPI, Blackstone, CamWest, Candlelight Homes, Century Communities, Clayton Homes (Berkshire Hathaway), Compass, Copper Bay BFR, David Weekley Homes, Five Point Communities (Lennar), Goldman Sachs, Green Brick Partners, Hayden Homes, GTIS, Installed Building Products, Invitation Homes, Lowe Enterprises, Matlin Patterson, MBK Homes ( ... (view full description)

Wade McGuinn

McGuinn Hybrid Homes

Shareholder, McGuinn Hybrid Homes / InvestCon; Build on Your Land, LLC. Wade is the primary shareholder of this family of residential construction companies with no limits. Wade has served the Midland of South Carolina for 37 years, during which his companies have built thousands of homes and countless communities.  Wade is a certified master builder in South Carolina, the former president of the HBA Central South Carolina, author of Building Your Dream Home, and owner of one of the most awarded Homes Building Companies in South Carolina. Under Wade’s leadership, McGuinn Hybrid Homes began using private equity to fund operations in 2012 and have grown to over 80M with its fi ... (view full description)

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

Bruce W. McNeilage brings 31 years of financial and real estate investment experience to his role as President of Kinloch Partners, LLC and Kinloch Homes, LLC. Kinloch owns assets throughout Georgia, South Carolina and Tennessee. Prior to launching Kinloch Partners LLC and Kinloch Homes LLC, McNeilage was a partner in DEL Real Estate, LLC and was a Chartered Financial Consultant with Wealth Management Group of Tennessee/LPL Financial and was Managing Partner with Wealth Management Group of Florida, Inc./LPL Financial. McNeilage holds a Bachelor of  Science degree in Economics from Florida State University. He is also a Chartered Financial Consultant. McNei ... (view full description)

Jock McNeill

VP Partner Relations
PURE Property Management

Jock McNeill MPM®, RMP® is Vice President Partner Relations at PURE Property Management, the fastest growing profitable residential property management and technology company in the U.S. With nearly 25 years of industry experience in real estate and property management, Jock is charged with identifying prospective PURE partnership opportunities, evaluating acquisition value and deal structure, and overseeing due diligence on active acquisitions. Prior to joining PURE, Jock was President of Alliance Property Management and Rent Napa Valley, which he grew to be one of the leading companies in Northern California.  He holds a Bachelor of Science degree in Business Administration from the Univer ... (view full description)

Keaton Merrell

Managing Director
Walker & Dunlop

With over 21 years of commercial real estate experience, Keaton Merrell, Managing Director, is responsible for nationwide loan origination and focuses on multifamily, office, retail, and industrial properties. Throughout his career, Mr. Merrell, has originated over $2.5 billion in loans and is based out of Walker & Dunlop’s Phoenix, Arizona office. Prior to joining Walker & Dunlop, Mr. Merrell was co-founder and principal of Legacy Capital Advisors and has been active in the Phoenix market since 1998. Mr. Merrell has focused on capital advisory services including mortgage banking, mortgage brokerage, and direct mortgage lending. Throughout his career, he has been a direct Fanni ... (view full description)

Adam Meshekow

Chief Growth Officer

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and i ... (view full description)

Liya Mo

VP, Acquisitions & Originations
Lafayette RE LLC

Liya Mo is a VP of Origination and Acquisitions, focused on the build-for-rent strategy. She is in charge of building the BFR pipeline and presenting opportunities to our Investment Committee. Prior to joining Lafayette, Ms. Mo worked at Deloitte Consulting in Real Estate & Location Strategy, helping companies find optimal space for geographic expansion and relocation. Before that Liya was with Rockefeller Group, FortBridge Capital Management and Goldman Sachs in real estate development, real estate acquisitions and asset management, respectively. Liya graduated magna cum laude with a B.S. in accounting and finance from Washington University in St. Louis, and an M ... (view full description)

Mark Momongan

Managing Partner
Maple Hill Search Partners

Mark approaches executive recruitment with the energy of an entrepreneur. In 2020, he founded Maple Hill Search Partners with a select group of real estate clients, sharing his vision of a boutique executive search firm that offered more nimble, focused and personalized services than larger shops. Mark started his career as a capital raiser, cultivating $1 billion in growth capital for his clients. It was here that he first developed the entrepreneurial mindset that boutique firms provide a stronger value proposition, where focus, attention, trust and substance matter most, a mindset that would later evolve into his vision for the firm. Maple Hill has worked with a nu ... (view full description)

Bryan Mummaw

SVP, Managing Director

Bryan Mummaw serves as Managing Director of Northmarq’s Las Vegas and Phoenix regional offices. He assists in the origination of debt and equity for owners of multifamily and commercial real estate. His in-depth experience in both financing and investment sales benefits clients throughout the entire transaction process. Prior to joining Northmarq, Bryan was a Director in Berkadia's Mortgage Banking Group. In this role, he was primarily responsible for sourcing debt and equity for private capital clients. Between 2017 through 2019, Bryan was part of the Scottsdale Berkadia team that originated more than $2.9 billion in real estate transactions. Bryan also served as an ... (view full description)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

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

Dan Oppenheim

Director, US Housing and Building Products – Equity Research
Credit Suisse Securities (USA)

Dan Oppenheim leads Consumer and Housing research at SSR.  He has covered the full housing landscape with sell-side tenure at Goldman Sachs, Bank of America, Credit Suisse, Zelman & Associates and UBS. Dan provides a holistic view of the consumer and housing sectors, covering home centers, building products, homebuilders, multi- and single-family REITs, and mortgage insurers. He’s been ranked on the Institutional Investor All-Star team six times,  and has been recognized by clients for his independent analysis, deep network of contacts within the industry, and his ability to understand market conditions to forecast future trends. Dan earned his BA in Economics from Swarthmore College. ... (view full description)

Steve Outslay

Institutional Business Development Manager
HomeRiver Group

Steve is the Institutional Business Development Manager at HomeRiver Group®.  He was most recently President of Smarter Resident, offering Sales, Marketing and Operational consulting for Single Family institutional companies.  Prior to that for 6 years, he was VP of Sales and Marketing for PointCentral, a smart home technology provider to large Single Family and Multi-Family companies.  Prior to joining PointCentral, Steve spent two decades with Supra Products working closely with the CEO’s and Directors of over 90% of the MLS and Boards of Realtors nationwide, all who used Supra’s electronic lockboxes for access to single family properties. He holds the patent for the first “smart device” ( ... (view full description)

Mark Peterson

Director of Build-for-Rent Division
SVN | SFR Capital Management

Mark Peterson is the Director of Build-for-Rent Division of SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. Prior to this, Mr. Peterson was engaged in commercial real estate brokerage in metro-Phoenix, Arizona for over 15 years. He specialized in development residential land (subdivisions) where he worked with investors and builders on acquisition and disposition needs. These activities included assistance with entitlements, research, analysis, and site selection. Mr. Peterson also assisted international investors with multifamily analysis and strategy. ... (view full description)

Michael Petrivelli

Associate Director of Market Analytics
CoStar Group

Michael Petrivelli is CoStar’s Associate Director of Market Analytics for Nevada and Utah, providing data-driven insights on multifamily and commercial real estate trends. He has covered more than 50 markets during his tenure, primarily in the western region, including the San Francisco Bay Area, Denver, Phoenix, and Las Vegas. Michael produces quarterly market video updates, regularly speaks at industry events, and has written thousands of narratives and articles on leasing, rent, supply, and investment trends. Prior to CoStar, he worked for the law firm Taylor Anderson LLP and earned a juris doctor degree from California Western School of Law in San Diego.

Chris Picyk

Vice President
CenterSquare Investment Management

Nicolette Rabadi Jaze

Vice President, Head of Strategic Partnerships and ESG
Esusu Financial, Inc.

Nicolette joined Esusu in March 2022 as a Vice President, Head of Strategic Partnerships and Environmental, Social and Governance (ESG). She cultivates and manages relationships with new and existing marquee partners and drives the creation of new ESG program opportunities. Previously, Nicolette spent six years as a Vice President at Goldman Sachs developing and overseeing ESG integration initiatives for real estate, both within the Asset Management Private Real Estate and Corporate Real Estate divisions at Goldman Sachs. Nicolette rejoined Goldman Sachs in 2016 after having spent four years at The Moody’s Corporation leading the company's global volunteer programs. Prior to her role at Mood ... (view full description)

Michael Ramin

Director of Business Development

Michael Ramin is the head of Business Development at Sharestates.  Since taking over this position in 2014, Michael has creasted alliances with some of the country's largest real estate developers and investors.  To date, Michael's team has closed over $2.7 Billion in loan volume nationwide. Prior to Sharestates, Michael managed over 4,000 commerical and industrial properties for the Metropolitan Transportation Authority of New York.  Michael negotiated the acquisition and disposition of properties requisite to expanding and improving the transportation network for the MTA.  Michael's extensive knowledge and experience in sales and marketing have helped Sharestates become one of ... (view full description)

Carl Reichardt

Managing Director

Guillermo Rivas

Vice President
Cox Communications

Guillermo is the Executive Director of Multi-Family and Single-Family New Build Sales for Cox Communities. In this role, Guillermo is responsible for overseeing the company’s multi-family and single-family new build sales across the enterprise. The team builds strategic relationships with top developers, builders and owners of apartments, condominiums and/or single-family projects. In addition to overseeing sales, revenue growth and penetration initiatives for this growth segment, Guillermo works with the Strategy, Product, Enablement and Marketing teams in the development of programs for the builder community that maximize the return of builders' investments.


Mackinley Robinson


Mackinley Robinson is a Director of Berkadia’s Seattle Mortgage Banking office. He provides debt and equity financing for all property types to facilitate acquisitions, refinances, and recapitalizations across the United States. Mr. Robinson represents capital partners Fannie Mae, Freddie Mac, HUD, Life Companies, CMBS, and private capital including debt funds. Throughout his career, Mr. Robinson has worked on the closing of more than $1 billion in loans for clients. He has placed capital for build-for-rent communities, scattered site SFR portfolios, multifamily, hotel, office, retail, industrial, affordable housing, and a number of other property types. Mackinley is an active member o ... (view full description)

Marc Romito

VP, Enterprise Solutions

Marc Romito is one of the foremost experts in utility grid operations, maximizing renewable energy solutions, and meeting customer needs with innovative, industry-leading distributed energy resources. He currently serves as the Vice President of Enterprise Solutions for Elevation, a fully integrated residential energy solutions provider serving residents, institutional landlords, and electric utilities in multiple states. In this role, Marc helps Elevation customers strategically deploy energy technology and establish the most beneficial partnerships possible with their utility companies. Previously, Marc served as Director of Customer to Grid Solutions at Arizona Public Service, ... (view full description)

Mitch Rotta

Senior Managing Director
TruAmerica Multifamily

Mitch Rotta currently serves as Senior Managing Director at TruAmerica overseeing the creation and expansion of its Build-For-Rent platform. This role includes formulating its core strategy with the executive team, building out both personnel and back-office infrastructure, formulating its underwriting process, sourcing deal flow and ultimately creating a portfolio of developments that fits its GP and LP investors capital allocation strategies. The platform will be sourcing, acquiring, entitling, developing and overseeing its projects as master development while utilizing existing third-party relationships to play critical roles to ensure projects meet the necessary milestones and metrics. ... (view full description)

Brian Rupp

EVP, Real Estate
Shopoff Realty Investments L.P.

Brian is the Executive Vice President of Real Estate for Shopoff Realty Investments, and has expertise in real estate investment syndication, acquisitions, land development, distressed debt portfolios, property management, engineering and planning of urban infill and master-planned communities.   Brian has over 15 years of experience in the acquisition, entitlement, asset management, and disposition of real estate investments and land development projects. He has experience with both private real estate syndications and publicly registered REIT’s, and has successfully managed residential, commercial and industrial real estate investment syndications, and development projects in C ... (view full description)

John Ryan

Chief Strategy Officer
Genesis Capital

As Chief Revenue Officer, John oversees Genesis Capital’s growth strategy, originations, sales, marketing, business development technology and geographic market expansion initiatives. His goal is to approach each client with the understanding that we will be partners for many years. Prior to joining Genesis, John spent his career in institutional fixed-income sales and trading. At both Goldman Sachs and Bear Stearns, he specialized in trading residential mortgage-backed securities (MBS) and their derivatives – providing liquidity to institutional investors, managing risk, and developing new products. John also held senior sales roles and responsibility for the develop ... (view full description)

Faras Sadig

Director, HomeBuilder Capital

Alan Scales


Alan Scales is a principal at KTGY and brings over 20 years of experience in urban infill, residential design and construction. With a focus and passion for design, Mr. Scales is responsible for overall project direction from initial planning and design to project team coordination, and client and City communications. With special attention to each client’s goals, budget and schedule, Mr. Scales’ collaborative approach to design places emphasis on context and innovation. Mr. Scales’ experience has concentrated in California, Arizona and Texas as Principal in charge of multifamily, single family and mixed-use projects. From project planning through to completion, Mr. Scales brings tremendous ... (view full description)

Andrew Schaffler

Managing Director
Angelo, Gordon & Co.

Andrew Schaffler joined Angelo Gordon in 2018 and is a Managing Director in the real estate group responsible for the firm’s activities in real estate special situations as well as identifying inefficiencies and providing capital market solutions in the listed property markets in the U.S. and Europe. In addition, Andrew is responsible for nationwide coverage of the single family for rent sector. Prior to joining the firm, Andrew served as the Director of Listed Real Estate Securities for Madison International Realty where he was responsible for all aspects of the firm’s public markets investing activities. He was the portfolio manager for a Listed Property separate account and commingled fun ... (view full description)

John Seaton

Global Head of Sales

John Seaton is the Global Head of Sales for RealFoundations. He has over 15 years of success in high-profile sales, with a career focus on providing business process outsourcing, professional services, and enterprise technology solutions to the commercial real estate industry, including REITs, advisors, brokers, insurance and financial institutions. John consistently aligns solutions with evolving client business objectives and leads the joint development and implementation of key strategic projects that meet or exceed client goals in the areas of retained revenue, profit margin and cost reductions results. John has transformed inefficient and ineffective departments and groups into co ... (view full description)

Jennifer Sells

VP of Industry Relations

Jen Sells is the VP of Industry Relations at Latchel, an award winning proptech startup company made to help property managers streamline their maintenance operations and increase their annual revenue through a resident amenity program.   Jen has been a part of Latchel since the company was founded in 2017. She moved from the operations department into sales in 2019 and helped scale the company over 400x by sharing with property managers how to maximize their own growth. Prior to joining Latchel, Jen was an asset manager overseeing over 250 luxury apartments and just under 1mil sq ft. in commercial space.In her spare time Jen loves hiking the PNW with her son, husband, and 2 rescue pups, and ... (view full description)

Sam Sharp

Head of the Special District Group, Managing Director
Piper Sandler & Co.

Sam Sharp leads the special district group at Piper Sandler, which focuses on special district finance primarily in Colorado. Sharp has experience underwriting bonds for a broad range of development types and in turbulent credit environments. His expertise is often called upon early in the lifecycle of projects to assist clients in long-range public finance planning and in negotiating the terms of public/private partnerships with local municipalities. Prior to joining Piper Sandler, Sharp served as the head of the special district group at D.A. Davidson. Under his leadership, the group underwrote or privately placed more than $10 billion in total bond principal since 2001 and underwrot ... (view full description)

Mahesh Shetty

Chief Executive Officer
ILE Homes

ILE Founder & CEO Mahesh Shetty presented the idea of creating wealth for investors through residential real estate investments approximately four years before ILE was founded. Raj, a veteran investor, worked closely with Mahesh for four years to design a turnkey operations-driven single-family rental platform. Hundreds of meetings to iron out the strategy, the buy box and risk-mitigation checkpoints ensued, eventually resulting in ILE’s founding. The DMagazine and many other media outlets have recognized Mahesh as the top corporate finance executive.  Mahesh’s leadership, wealth of knowledge, and experience in successfully leading growth, driving profits, ... (view full description)

Jonathan Shumaker

Managing Partner
Cross Lake Partners

Jonathan Shumaker is a Managing Partner of Cross Lake Partners, a real estate private equity firm focused on investing in the residential sector.  From 2008 through 2018, Mr. Shumaker was a Partner at Paulson & Co., where he helped to start the real estate private equity group and served as a member of the Investment Committee.  From 2004 through mid-2008, Mr. Shumaker worked within the Lehman Brothers Real Estate Private Equity Group (“LBREP”), serving most recently as a Principal of LBREP.  Mr. Shumaker’s responsibilities at LBREP included sourcing, structuring and executing transactions throughout the U.S. and across numerous property types.  Prior to joining Lehman Brothers, Mr. Shum ... (view full description)

Michael Shytle


Andrew Smallwood

VP of Revenue
Second Nature

We believe in building a future where every home is professionally managed. Over 1200 operators partner with us to deliver the #1 resident experience through a resident benefits package. Our platform and managed service means filters get changed on time, rent gets paid on time, residents and their income are insured and protected, utilities and home services get set up in one motion, and more. Second Nature's reputation is built on the "Triple Win" and is the only service provider saving residents, investors, and operators $100 each per home every year. You can visit for more information or reach out to me at

Christian Sommer

President & CEO
Tricoast Homes

Mr. Sommer is guiding and strategically leading Tricoast Homes from startup, to scalability, and into expansionary mode as new opportunities arise. His role includes sourcing land and lot opportunities. Other responsibilities include developing plans, specifications, design and structural options, sales and marketing initiatives, and operational guidelines and procedures.
Mr. Sommer is an experienced industry professional working for public and private builders, including Drees Homes, Partners in Building, Toll Brothers and Pulte. He is a skilled senior level leader in team, operational, performance, and fiscal management.

Ed Steffelin

AXCS Capital

Mr. Steffelin is the President and Co Founder of STAC Capital, a SVP at George Smith Partners, and Co Founder of Balcara Group.  STAC Capital was formed to finance model home sale lease back transactions, George Smith Partners is a national real estate banking platform, and Balcara Group is a single family rental developer. Prior to , Edward was Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd.   He was responsible for institutional debt and equity capital raising.     For two years before joining Walton, Edward also served as Managing Director at ICP Capital in New York City where he specialized in Real Estate Income Trusts (REITs) ... (view full description)

Patrick Summers

Strategic Account Director
Juniper Square

Patrick Summers serves as a Strategic Account Director for Juniper Square. Over his 3 and a half year tenure with Juniper Square he has worked in both business development and sales capacities, partnering with emerging managers as well as many of the largest institutional managers in the country. He partners with managers to revolutionize their LP lifecycle through adopting best in class technology, improving fundraising and investor relations processes in addition to adopting a world-class investor experience.

Adam Swearingen

SVP, Growth and Partnerships

Adam is the SVP of Growth & Partnerships at Steadily, who uses technology to help landlords and real estate investors get fast and affordable insurance for any property type - across all 50 states. In his role, in addition to working directly with investors, he also partners with companies of all types to solve insurance for their customers. Prior to joining Steadily, Adam held a senior leadership role with a leading technology company serving the Real Estate and Property Management Industry.

Adam Tancredi

Managing Partner and Co-Founder
Spyglass Homes, LLC

Adam Tancredi comes from a 70 year old family legacy of homebuilding and has over 17+  years in the real estate development industry with an emphasis on both residential and commercial developments.   As Managing Partner and Co-founder of both STG Capital Partners, LLC and newly formed Spyglass Homes, LLC, Mr. Tancredi now provides full, turnkey solutions to all types of complex, residential deal types.  With an active pipeline of over 500 “build for rent” units, 300 apartment units and 5 million feet of industrial space now under development - and growing quickly, Mr. Tancredi provides a unique, real-time perspective in this ever changing market.  Currently, Mr. Tancredi also serves a ... (view full description)

Lisa Taylor

Sr. Managing Director

Lisa Taylor is a Senior Managing Director for Greystar Client Services. Lisa is responsible for business development and client services for Greystar's Southeast portfolio, which consists of approximately $12.9B or 65,000 units in five states (North Carolina, South Carolina, Georgia, Tennessee, and Alabama) and is the firm’s national lead for 3rd Party Build-to-Rent sector. She has an extensive background in portfolio management, property operations, and strategic positioning of conventional assets to include new construction, lease-up, acquisition, renovation, and repositioning of financially and physically stressed assets.     Prior to joining Greystar in 2005, Lisa ... (view full description)

Scott Theeringer

Chief Executive Officer
Allied Development

Scott is a seasoned Real Estate Executive with 25+ years of full turnkey commercial real estate acquisitions, development, construction and dispositions. After pursuing his education from Harvard, Scott focused his career on core assets including multifamily, industrial/distribution warehouse, office, medical and retail. As an executive with experience working within the private equity sector, family offices, large publicly traded entities and real estate investment trusts he brings extreme value to Allied Land Fund. Throughout his career he has development of over 25 Million Sq. Ft. of projects with an asset value exceeding $4 Billion in total market value.

Courtney Thier

Director of Enterprise Solutions

Courtney Thier is the Director of Enterprise Solutions at Elevation, a fully integrated residential energy solutions provider serving residents, institutional landlords, and electric utilities across multiple states. At Elevation, Courtney leads deployment of large scale solar systems to single family rental portfolios and integrates Elevation’s proprietary energy technology to strategically benefit SFR operators and their residents.   Prior to Elevation, Courtney led product development and account management at Curb, an energy management platform, overseeing the strategy for smart home integration, controls and automation, and user experience. Courtney holds a B.S. in Engineeri ... (view full description)

Glen A. Tulk

National SVP - Land Acquisition and Development
Meritage Homes

Glen is the National Sr. Vice President of Land Acquisition and Development at Meritage Homes, providing executive leadership and support to the land teams in Meritage's twenty homebuilding divisions.  He is also a member of Meritage's Land Committee and also leads Meritage’s OBS financing and dispositions efforts. Glen has over 30 years of experience in the real estate industry, including 25 years working with public and private homebuilders.  He is an active member of the Urban Land Institute and ULI’s Community Development Product Council (Silver Flight). 

Andrew Vega

Director of Sales
Constellation HomeBuilder Systems

With over 18 years of experience working side-by-side with regional and national home builders, Andrew Vega has assisted numerous organizations to implement impactful technology that automates and streamlines their business processes. Andrew’s career has centered on the creation of true partnerships within the real estate and home construction's value chain, dedicated to improve access to better decision-making, leveraging the information and insights gained from having a centralized homebuilder management system.

Fernando Villa

Allen Matkins

Fernando Villa is a partner in the Los Angeles office of Allen Matkins.  His practice focuses on land use, environmental law, local government matters, and real estate dispute resolution. He represents clients in land use entitlement, California Environmental Quality Act, and local government law matters involving a broad scope of entitlements for a variety of development projects, including mixed-use, industrial, residential, retail, master-planned, and commercial developments. Fernando also represents clients in federal and state environmental cost recovery actions such as those under CERCLA, RCRA, and the California Hazardous Substance Account Act, and toxic tort litigation in ... (view full description)

Eric Wetherington

Vice President
PURE Property Management

A dynamic business leader with a background in property management, real estate, and technology, Eric Wetherington, MPM, RMP, is Vice President of Strategic Initiatives at PURE Property Management, the fastest growing profitable residential property management and technology company in the U.S. Leveraging his extensive experience overseeing numerous startups to building multi-million dollar operations for a Fortune 200 company, Eric is charged with developing PURE’s strategic roadmap to propel the company forward in the evolving residential real estate rental market. In 2021, he orchestrated the sale of New Heights Property Management, the property management company he founded in 2008 and q ... (view full description)

Margaret Whelan

Founder & CEO
Whelan Advisory Capital Markets

Whelan Advisory Capital Markets (“WACM”) is a woman-owned boutique investment bank and broker dealer focused on M&A and capital raising advisory exclusively for the residential housing and construction industry. As a trusted advisor, Margaret founded the firm in 2014 to offer a tailored and transparent approach to investment banking and a high level of service to her clients. Having advised clients in successful transactions representing more than $30 billion in capital raised over the last 25 years, she is an industry expert leveraging deep knowledge of relevant drivers, market players, current valuation and financing alternatives. Clients choose and return to WACM because M ... (view full description)

Lance Williams

Williams Homes, Inc.

Lance K. Williams – Chairman & CEO, Lance Williams has been in the construction industry for more than 35 years. Founding the company that bears his name alongside housing legend Ray Watt in 1996, Mr. Williams’ experience encompasses all disciplines of residential real estate. Mr. Williams is widely recognized as a housing industry leader in the West. As Chairman and CEO, Mr. Williams has directly overseen the acquisition, entitlement, financing, development, construction, sales and delivery of over 2,500 homes in 55 communities, worth in excess of $1.3 billion and currently has in development or under construction an additional 30 projects for 3,500 plus homes with a complet ... (view full description)

Ken Wood

Senior Director
Apprise by Walker & Dunlop

Ken Wood joined Apprise by Walker & Dunlop as a Senior Director in 2021. Ken brings over 15 years of real estate valuation and appraisal experience to Apprise. Ken’s valuation experience includes work for financial reporting, right of use, capital lease analysis, impairment testing, transaction opinions, purchase price allocations, litigation support, and bank financing.  Ken has appraised a diverse selection of asset classes including multifamily, retail, office, and industrial as well as specialized assets such as seniors and student housing, gaming & hospitality, life sciences, and data centers.  Prior to joining Apprise, Ken served as Vice President of Real Estate Adv ... (view full description)

Jim Zeumer

Vice President, Investor Relations & Corporate Communications

Jim Zeumer is the senior investor relations officer for PulteGroup, one of the largest and most diversified homebuilders in the country.  Mr. Zeumer has 30 years of investor relations experience in the construction and building products industry and has been ranked among the top IR professionals by Institutional Investor Magazine.  Mr. Zeumer has a BS in Marketing from the University of Connecticut and an MBA in Finance from The George Washington University. 

Andy Zhu

Director of Business Development
Pentagon Holdings

Andy Zhu is a Gen Z Real Estate Developer, Broker, and Affordable Housing Advocate focused on creating purpose-built spaces for the current and future generations. He is passionate about discovering innovative uses of our resources to provide accessible, safe, and healthy homes for all. Andy is currently the Director of Business Development for Pentagon Holdings, a build-for-rent, multifamily, and mixed-use company based in Nashville. Andy also is a trusted voice in the development and investment sphere, having amassed a following of over 100,000 on TikTok who listen to his thoughts about markets and the future of investing (@genzrebuilds). He also has been a featured speaker on ... (view full description)

Boris Zhuravel

Managing Director
CoreVest Finance

Boris Zhuravel is a Managing Director at CoreVest Finance where he originates and structures construction, bridge and term loans.   Prior to joining CoreVest Boris was as Principal at Aristone Capital where he was responsible for origination, structuring, underwriting, closing, and servicing construction and bridge loans. Boris began his career at Credit Suisse and subsequently worked at CIBC, Deutsche Bank and Ten-X where Boris built the capital markets desk and the firm’s European business.  Boris has a BA in Economics from Haverford College, and an MBA from Columbia Business School.
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 9th Annual Build-To-Rent, Land & Homebuilding Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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