Jim Allen

CFO, Funds
Starwood Capital Group

No biography specified

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Jeff Bush

Managing Director
Standish Management, LLC

Jeff is a Partner and Managing Director at Standish Management, where he leads the real estate funds practice.   Jeff has extensive experience in accounting, financial reporting and administration of private equity funds and various real estate entities. Before joining Standish, Jeff was a Principal at Capital Analytics, where he led the Real Estate private equity group. Prior to Capital Analytics, Jeff was a Manager at PricewaterhouseCoopers where he managed audits, primarily of alternative and real estate investment funds. Prior to PWC, Jeff was Regional Controller at Trammel Crow Residential and also worked at Crow Holdings. Jeff started his career at Deloitte in the audit dep ... (view full description)

John Caruso

Managing Director, Head of Finance, Americas
Nuveen Real Estate

John Caruso is Managing Director, Head of Finance - Americas for Nuveen Real Estate which consists of approximately $86 billion in real estate equity and debt assets under management in North and South America.  John is responsible for both internal and external reporting activities including corporate finance, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics. He is a voting member of the Nuveen Real Estate Investment Committee, OpCom, IT OpCom and Executive Leadership Team. John joined TIAA/Nuveen in 2007 and has almost four decades of experience in the real estate, construction and software industries ... (view full description)

Hemant Chavan

Development Director
Gemdale USA Corporation

Hemant Chavan is a Director of Development at Gemdale USA and an active real estate investor. Hemant has worked on a portfolio of $4.1 Billion which includes high rise condiminium & multifamily residential, commercial office, industrial & infrastructure projects in North East USA and India. He has the experience of working with Developers/Owners, General Contractors, Consultants and understands the incentives of each stakeholder. His expertise lies in construction management, cost management, construction scheduling & risk management. He is also involved in sourcing, underwriting & structuring real estate deals. He is involved in the pre-construction, construction and close o ... (view full description)

Kevin Chin

VP - Head of Business & Corporate Development
Securiti / The Guarantors

No biography specified

Vince Cicciarelli

Associate Director
Crowdstreet

No biography specified

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Sean Cunningham is Chief Financial Officer for Integrated Capital Management (ICM). He oversees all aspects of the firm’s financial functions including fund accounting and control, investor back office, reporting, SEC and FINRA compliance, audit and tax matters, and corporate finance activities. Mr. Cunningham brings more than three decades of financial management experience in the real estate investment, development and property management industry to ICM. Prior to joining ICM, Mr. Cunningham spent nine years as Chief Financial Officer for Pacific Equity Properties, Inc., a privately-held real estate investment and land development company. In that role, he led the corporate finance t ... (view full description)

Mary D'Souza

Managing Director
Sixiang Holding

Mary is a Managing Director at Sixiang Holding and CFO & Director of Sentio BioSciences LLC, a biotech company.  She is a Board Member of Community Access.  She has extensive experience in investing and capital markets.   Over the past 20 years, she has structured, placed or invested in bank loans, junior capital, high yield, early stage companies, real estate and private equity funds. Prior to Sixiang Holding, Mary worked for 3 years at Four M Investments where she was Chief Investment Officer and Chief Financial Officer for the family office.  She was responsible for cash management, tax planning and investments in fixed income, equity, MLPs, Preferreds, real estate and funds. ... (view full description)

George Dabney

Managing Director
Brookfield

George Dabney has more than 16 years of experience as a hotel finance executive leading and advising a $2 billion privately held hotel investment firm through complex capital structures and capital markets transactions.  Mr. Dabney is currently responsible for finance, investor relations and treasury matters for all of Brookfield’s hotel investments sourced and managed through Thayer Lodging, Brookfield’s hospitality operating affiliate. The Thayer portfolio currently comprises 14 premier hotels (>4,000 keys) located in key growth markets throughout the U.S., including all North American hotel assets in BSREP I. Mr. Dabney is active with his alma mater, Penn State University. ... (view full description)

Joe DiSalvo

SVP & Fund Controller
RXR Realty

No biography specified

Louis Dubin

Managing Partner
Redbrick LMD, LLC

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Neil Duncan

CFO
Twining Properties

Neil Duncan is the CFO of Twining Properties where he is responsible for all accounting, treasury and debt and equity functions at the company. Mr. Duncan has arranged over $500 M in debt and equity for Twining Properties Watermark Seaport, in Boston, Watermark Kendall in Cambridge, MA, Watermark Court Square in NYC and 440 West 42nd Street developments. He has over a decade of experience in finance, both in public accounting and the private sector and six years of experience as a real estate investment banker. Previously, Mr. Duncan was CFO for MetroNexus, a Morgan Stanley Real Estate Funds Enterprise where he arranged over $50 M in debt with GE Capital and Wells Fargo. He performed i ... (view full description)

Chris Finlay

CEO & Chairman
Lloyd Jones Capital

Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region. In 1990, he began to focus on real estate development, and over the next fifteen years developed and constructed approximately 40 communities and 5,000 units, plus 20 post office facilities. At the same time, he expanded his property management company to accommo ... (view full description)

Steven Friedman

Director
CohnReznick

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 lega ... (view full description)

John Gilbert

COO & EVP
Rudin Management

John is COO/EVP/CTO of Rudin Management Company (RMC).  RMC manages over 15 million square feet of commercial and residential space, the largest privately owned real estate company in NYC owned by the Rudin Family. John has been involved in every major project the company has developed over the last 24 years including the redevelopment and creation of the world’s first smart building at 55 Broad Street (1995-1996), the development of the Reuters Building at 3 Times Square (1998-2001), the redevelopment of the former ATT Long Lines Building at 32 Avenue of the Americas (1999-2002), the redevelopment of 130 West 12th Street (2010-2011), and the development of The Greenwich Lane (2006-2016).  H ... (view full description)

Bob Goldbaum

VP Strategy
Dynamo Software

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

Laurie Golub

COO
Square Mile Capital Management LLC

Laurie Golub is the Chief Operating Officer and Senior Managing Director of Square Mile Capital. In her role, “LG” (as she is known) is responsible for oversight of Square Mile’s ongoing business operations. Prior to joining Square Mile, LG held leadership positions with HFZ Capital Group, Africa Israel USA and Forest City Ratner Companies. Prior to that, she was an attorney in private practice for more than a decade, where she represented clients on a broad range of real estate and corporate transactions. LG has over 25 years of extensive experience in the industry with respect to real estate finance and capital markets, investments, development and construction, and ownership and operation ... (view full description)

Jerry Goodreau

Investor Relations
JMG Capital Investments

Jerry Goodreau has secured impressive accomplishments throughout his career of 20+ years in the technology industry as a Sales Engineer and Consultant. After assisting several Fortune 1000 companies by improving revenue and expertly strategizing sales, he joined the James Management Group Capital Investments as Investor Relation/Marketing VP. Jerry’s knowledge of company investment allows him to communicate with the investing community and encourage his colleagues to develop an understanding for directing investments with diverse groups. He exhibits a results-oriented focus with every task or sale he begins, along with displaying innovative problem-solving solutions.   Not ... (view full description)

Robert Hellman

Managing Director
Pembrook Capital Management

Robert J. Hellman – Managing Director, Pembrook Capital Management LLC Mr. Hellman has 35 years of experience in the commercial real estate industry.  In 2010 he joined Pembrook Capital Management LLC, a private equity commercial real estate debt fund manager that invests in and originates first mortgages, mezzanine, bridge loans, note financings, and preferred equity throughout the United States.  He is the firm's COO, CCO and Head of Asset Management, as well as a member of the firm’s investment, finance and valuation committees.  Mr. Hellman began his real estate career at Lehman Brothers.  During 16 years at Lehman focusing on originating and marketing ... (view full description)

Jill Homan

President
Javelin 19 Investments

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm with more than $155 million in investments and transactions and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling over $400 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program ... (view full description)

Melissa Houston

Head of Business Development
Juniper Square

No biography specified

Kathleen Hurley

Director of IT
Madison International Realty

Ms. Hurley serves as IT Director with responsibility for Madison’s global IT infrastructure. She ensures that all technology services are delivered, technology related compliance and business continuity are managed, provides training and assists with process improvement. Kathleen has over 19 years of Information Technology management experience. Prior to joining Madison in 2015, Ms. Hurley served as the Regional Chief Information Officer for CBRE in the Mid-South markets. She was responsible for leading the team delivering support services, ensuring strategic goals were met and worked closely with Asset Services teams. She was particularly involved with commercial real estate accounting and ... (view full description)

Hisham Kader

CFO
GID Investment Advisers LLC

No biography specified

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

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

Brett Klein

CFO
EquityMultiple

Brett is the Chief Financial officer and responsible for corporate accounting, budgeting, financial planning and capital markets strategies. Brett also sits on EQUITYMULTIPLE’s investment committee, is active in deal  sourcing / structuring and focuses on corporate development and strategy. Prior to EQUITYMULTIPLE, Brett was a key senior member of a listed, leading global real estate and investment management firm, Colony NorthStar. During his +13 years with the firm, the organization matured from $180 million to over $8 billion in market capitalization while developing a global footprint with $60 billion in assets under management and over 400 employees. Brett served as the Chie ... (view full description)

Katie Kral

Controller
Baker Tilly Capital, LLC

No biography specified

Nat Kunes

Senior Vice President
AppFolio Inc.

No biography specified

Sanyu Kyeyune

Program Manager
IMN

No biography specified

Brian Lovett

Partner, Team Leader, Real Estate Services Group
WithumSmith+Brown, PC

Brian is a Tax Partner and Team Leader of Withum’s Real Estate Services Group. He is a certified public accountant in the states of New Jersey and Pennsylvania, and has extensive experience serving the tax needs of both public companies and closely-held businesses, including all aspects of tax compliance for partnerships and corporations. Brian works closely with real estate entrepreneurs on acquisition planning and entity structuring, property operation and development and wealth transfer/succession planning. He also advises clients with regard to the structure and tax consequences of new business ventures, and assists with restructuring existing businesses for increased tax efficiency. Pri ... (view full description)

Davide Manstretta

Head of Real Estate
eFront

Davide is a senior real estate investment professional with over 15 years of experience in research, portfolio analysis, corporate finance and technology.   In his current role at eFront Davide leads the development of the company’s real estate product offer, focusing on portfolio and risk analytics and the integration of property with the wider private asset class (infrastructure, private equity and private debt).   Prior to joining eFront Davide matured significant experiences at IPD, MSCI and Argus Software where he led the development of technology-based investment management tools dedicated to portfolio analysis, performance measurement, benchmarking and risk ana ... (view full description)

Stephanie Matz

Director
CarVal Investors

Stephanie Matz is Director of Operations for CarVal Investors, a global fund manager with over $8 billion in assets under management. Stephanie joined the firm in 2007 and focuses on opportunistic and value-add real estate investments spread throughout the United States, Canada & Mexico. She is responsible for managing deal and fund-level operations spanning five separate funds with specific expertise in real estate net asset valuations, REITs, risk management, innovation and relationship management. Prior to joining CarVal, Stephanie worked for a Minneapolis based real estate developer. Stephanie has a Master of Landscape Architecture degree from the University of Minnesota and a Bac ... (view full description)

Thomas Mayrhofer

CFO
EJF Capital LLC

No biography specified

Jennifer McLean

CFO
Kushner Companies

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

Michael McMahon

EVP - Director of Tax
RXR Realty

Michael McMahon is an Executive Vice President and Director of Tax for RXR Realty. Mr. McMahon joined RXR’s predecessor (Reckson Associates Realty Corp) in June 1997 as a Vice President, with the responsibility of starting and organizing the tax department function. During his tenure with the Company, Mr. McMahon has been involved in structuring numerous transactions in a tax-efficient manner. Prior to joining RXR, Mr. McMahon spent four and a half years in the tax department of Ernst & Young LLP’s Real Estate group, specializing in both REIT and partnership taxation matters. Mr. McMahon is a New York State licensed CPA. He graduated from the College of Staten Isl ... (view full description)

Troy Merkel

Partner
RSM US LLP

I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

Craig Mitnick

SVP of Finance and Director of Financial Reporting
Time Equities Inc

No biography specified

Michael Morrell

Manager, Real Estate
NYS Teachers' Retirement System

No biography specified

Mark Mosch

President
AndMark Management Company

As founder and CEO, Mark is responsible for the strategic planning and growth of the company. Mark focuses on developing partnerships with third-party management companies, financial institutions, as well as overseeing investor management. He maintains oversight over all aspects of AndMark. With two decades of Multi-family experience, Mr. Mosch is an accomplished real estate professional with proven ability to evaluate investment opportunities. Mr. Mosch holds a BA and an MBA from Northwestern University. 

Brian Newman

Partner, Tax
CohnReznick LLP

With more than 25 years of professional experience, Brian Newman concentrates in the formation, operation and dissolution of partnerships, C-corporations, S-corporations, and limited liability companies. Based in CohnReznick’s Hartford, Connecticut office, he has extensive experience dealing with tax issues for family-owned and Fortune 500 businesses, serving clients across various industries including real estate, manufacturing and distribution, technology, and construction.Brian is a frequent speaker and author on issues involving federal and State taxation and partnership taxation matters, and was appointed as an adjunct professor for the University of Hartford’s Master of Science in Taxa ... (view full description)

Susana Paul

Partner & Director of Finance
TerraCap Management, LLC

No biography specified

Melanie Pennell-Mayer

Principal
Associated Ventures, LLC

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

Ravi Ragnauth

Chief Financial Officer
The Davis Companies

As the Chief Financial Officer, Chief Compliance Officer and Managing Director of The Davis Companies, Ravi Ragnauth is responsible for overseeing the firm’s financial operations, including capital markets, debt placement, accounting, tax, budgeting, treasury and implementation of all financial and risk management strategies. In addition, he serves on the company’s investment and executive committees and oversees the firm’s investor reporting and compliance functions. Prior to joining The Davis Companies, Ravi served as the Group Chief Financial Officer, Executive Vice President & Board Member of The Moinian Group, a New York headquartered real estate firm. In his role at Moinian, ... (view full description)

Jonathan Robbins

COO
SMA Equities

No biography specified

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Joseph Scalio

Partner, Tax
KPMG LLP

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

Robert Shaw

Senior RE Consulting Manager
ALTARETURN

Robert Shaw joined AltaReturn in 2015 and is focused on building the Real Estate vertical for the company. Robert has almost 30 years professional experience, 23 focused on managing finance, accounting, reporting and operations, including third party administrators and joint venture partners, at large global private equity real estate investment funds Morgan Stanley Real Estate and Silverpeak Real Estate Partners (formerly known as Lehman Brothers Real Estate Partners). Robert is a Certified Public Accountant, received a Bachelor of Science degree in Business Economics and Accounting from the State University of New York at Oneonta and resides in New York.

Cyndy Silverthorn

Managing Director
Crow Holdings Capital

Cyndy Silverthorn joined Crow Holdings in 2000 and is a Managing Director of Crow Holdings Capital, responsible for real estate fund operations including investor services, performance analysis, and reporting. Cyndy is also actively involved in various investment-related processes including assisting in risk management, structuring, and overall fund management. Cyndy’s prior experience includes serving as a Senior Fund Controller with CB Fund Services and real estate tax services with Arthur Andersen. Cyndy is a member of the Advisory Council for Communities Foundation of Texas. Cyndy received a B.B.A. degree in Accounting from Southern Methodist University, an M.S. degree with c ... (view full description)

Carla R Stoner

Chief Financial Officer
Harbor Group International

No biography specified

Stu Taub

National Real Estate Industry Leader
RSM

Stuart Taub is the national real estate industry leader for RSM US LLP. He is an experienced RSM enterprise leader who currently serves as the New York market managing partner. He is also a member of the RSM US LLP Board of Directors. He has previously served as Northeast regional real estate industry leader, Northeast region audit leader, New York commercial audit practice leader, New York private equity industry group leader, and software and technology industry leader. Taub has advised real estate investment trusts (REITs), real estate private equity and advisors, developers, owners and investors in properties such as retail, industrial, commercial, residential, hospitality, ... (view full description)

Scott Tavolacci

Northeast Regional Director
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Edmund Taylor

Principal & COO
Crescit Capital Strategies

Edmund Taylor has over 30 years of senior COO experience in the financial services business, including extensive experience in the commercial real estate (CRE) and structured finance markets. Prior to joining Crescit Capital, Edmund was a senior executive at Credit Suisse and a member of the Global Markets Management Committee where he helped operate a division with over 11,000 employees and $6 billion in revenue. As COO he was responsible for, among other things, the firm’s expense initiatives and legal entity strategy, as well as the remediation of some of the firm’s most important regulatory initiatives. Additionally, he was responsible for the organization of a de novo bank branch in Dub ... (view full description)

Alex Topchy

CFO
Broad Street Realty

Alex Topchy has more than eighteen years of experience in the financial sector of commercial real estate in addition to construction management and contract negotiation. Mr. Topchy has worked with leading real estate owners and lenders on projects throughout the nation. At Broad Street, he manages the financial aspects of operations including the underwriting and analysis of prospective acquisitions. Mr. Topchy also reviews the financial details of leasing and acquisition alternatives for Broad Street’s corporate services clients. His expansive professional network extends to numerous international markets.Areas of Practice: Financial analysis; lender relationships; acquisi ... (view full description)

Patrick Tully

Managing Director
Clarion Partners

No biography specified

Thomas Wiese

Senior Managing Director
Lombard International

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

Bob Woosley

Executive Director
FD Fund Administration

No biography specified

Lauren Young

Partner
PCCP, LLC

Lauren Young is a Partner and serves as Chief Risk Officer and Chief Compliance Officer at PCCP. She is a member of the firm’s Executive Committee. Ms. Young joined PCCP in 2003, and her responsibilities have included Head of Portfolio Management, responsible for PCCP’s equity investment vehicles and portfolio operations and Head of Equity Asset Management, responsible for implementing asset management strategies for the firm’s $2.5 billion equity platform. Other responsibilities have included portfolio manager for two opportunistic commingled equity funds and four value-add equity joint ventures, as well as serving on the firm’s credit and workout committees in 2008 and 2009. Prior to her c ... (view full description)
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Event Contacts for 8th Annual Real Estate CFO & COO Forum (East)

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*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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