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Jim Allen

CFO of Funds
Starwood Capital Group

Rick Arnay

VP of Business Development
Paymerang, LLC

As a Vice President of Business Development for Paymerang, a leading cloud-based payments provider based in Richmond, VA, Rick focuses on delivering value to clients in the CRE and Technology/Media/Telecommunications verticals.  Paymerang makes the onboarding of a 100% electronic bill payment platform easy, driving greater efficiencies in AP, eliminating fraud, and creating a new revenue stream from virtual card payments made for their clients.    He has over 25 years’ experience in the financial field starting his career as a residential mortgage broker in the New York City metro where he developed a following with investors in 1-4 family properties.  Rick obtained his series 7/ ... (view full description)

Scott Azaroff

Sales Director
Investor Management Services

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

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

Larry Block

Managing Director, Counsel and Chief Compliance Officer
Island Capital Group LLC

Lawrence S. Block is Managing Director, Counsel and Chief Compliance Officer for Island Capital Group LLC ("ICG"), a real estate merchant banking firm; Managing Director, Counsel and Chief Compliance Officer for C-III Capital Partners LLC and its affiliates ("C-III"), including C-III Investment Management LLC, an SEC-registered investment adviser; President and Chief Compliance Officer of Anubis Securities LLC ("Anubis"), a registered broker-dealer; and Senior Vice President of Resource America, Inc. and its affiliates ("RAI"). He joined Island Capital, C-III and Anubis in January 2011, and became an officer of RAI and its affiliates in September 2016. From March 2005 through January 2011, M ... (view full description)

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)

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states. Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10-year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 30 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct le ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Reisa Bryan

Managing Director, Global Chief Operating Officer
Nuveen Real Estate

Reisa is Managing Director, Global Chief Operating Officer for Nuveen Real Estate which consists of approximately $130 billion in real estate equity and debt assets under management across the globe. In her current role, she leads all business planning, business management, and business project coordination globally. Reisa is a member of the Global Executive Leadership and the Americas Executive Leadership teams, serves as the Chief of Staff to the Global Head of Nuveen Real Estate, and is the central point of contact for senior leaders. She began her career at TIAA 20+ years ago where she delivered retirement and financial plans to clients. She quickly progressed to management and later bec ... (view full description)

Jeff Bush

Standish Real Estate

Jeff is Predisent of Standish Real Estate and a Partner and Managing Director at Standish Management, where he leads both Standish Real Estate Services and also leads the real estate funds practice for Standish.   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 Cr ... (view full description)

Jim Carr

Executive Director
One11 Advisors (Part of Altus Group)

Jim Carr has over 17 years of experience working with private and public clients in the real estate industry.  He has worked with organizations to address questions in four core areas: operations, construction and real estate, technology and finance/accounting as clients look to develop and implement their business strategy, optimize organizational structure, create efficient operations, improve top and bottom line financial measures and streamline their technology platform. Over the years, Jim has led many collaborative teams of advisors and client team members to ensure comprehensive, efficient operating principles are in place on the initiatives he leads. He has worked or provided service ... (view full description)

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

John Caruso is Managing Director, Global Head of Fund Finance for Nuveen Real Estate.  John is responsible for both internal and external reporting activities, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics related to Fund Finance, including Real Estate fund structuring as well as price and fund leverage arrangements.. He is a voting member of the Nuveen Real Estate Investment Committee, 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 including eleven years in public acc ... (view full description)

Conlyn Chan

SVP of Family Office Strategies
Hongkun USA

Conlyn Chan is a trusted advisor for her clients.  Her clients come to her for real estate and real estate tech investment opportunities and seek her out for advice on the latest innovations in real estate technology.  Conlyn is the Senior Vice President of Hongkun USA and a Commercial Real Estate Tech Lead at the National Realty Club. National Realty Club (NRC) is the oldest networking organization for senior executives in the real estate industry.  Conlyn was appointed a Commercial Real Estate Tech Lead because of her deep connections with real estate developers, real estate investors, and real estate tech leaders.  She is acutely and intimately aware of the needs and pain points of ... (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)

Vince Cicciarelli

Software Sales Director

Vince is an experienced commercial real estate sales professional focused on alternative finance innovations empowered by technology. As one of the original business development employees at CrowdStreet, he has helped educate and inform sponsors across the United States about the benefits of online syndication. Now, as the Software Sales Director with CrowdStreet, he works with real estate owners and developers to provide solutions to manage their investors and investments and raise capital with CrowdStreet Connect.

Lucian Cohen

Vice President, Finance
Lonicera Partners

Lucian Cohen is Vice President of Finance at Lonicera Partners and is responsible for capital markets, investor relations, and finance. At Lonicera, he has closed nearly $200M in debt and equity transactions. Prior to joining Lonicera, Mr. Cohen was a Vice President at M&T Bank in the NYC Commercial Real Estate group where he originated and managed over $700 Million of loans. Notably, he financed developments for DDG, Quinlan Development, Brause Realty among others. Mr. Cohen received an MBA from Columbia Business School and a BA from Brown University. He is a board member of Green City Force, and a member of the Steering Committee for the Brown University Real Estate Gr ... (view full description)

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

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

Mary D'Souza

Managing Director
Misha Investment

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)

Susana Davis

Partner & Director of Finance
TerraCap Management, LLC

Susana Paul, CPA, Director of Finance/Investor Relations has been with TerraCap Management since 2011 and oversees the financial, accounting and regulatory reporting and operations for investors, lenders and regulatory agencies for all Funds as well as various proprietary entities. Ms. Paul has been responsible for coordinating the launch of three funds, investor relations, the acquisition, financing and disposition of over 50 commercial real estate assets, all treasury functions as well as implementation of new software. She has been responsible for the selection and transition of fund accounting to a fund administrator as well as the management of the firm’s third party accountants. Prior ... (view full description)

Joe DiSalvo

SVP, Corporate Controller
RXR Realty

Joe DiSalvo is a Senior Vice President at RXR Realty and has over 14 years of experience in investment management and private equity accounting.  Joe is responsible for the oversight of RXR’s fund and corporate accounting operations which include preparation of financial statements, investor reporting/relations, and back-office management for RXR’s real estate investment funds and co-investment vehicles. Additionally, Joe manages the firm’s Business Information Systems team, which implements, evaluates, and supports the firm’s business software and strategies. Prior to his tenure at RXR, Joe was responsible for the day-to-day accounting and reporting functions of Ellington Financial LL ... (view full description)

Michael Dombai

Managing Director, North America
Alter Domus

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

Louis Dubin

Managing Partner
Redbrick LMD

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

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 ... (view full description)

David Eyzenberg

Eyzenberg & Company

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is the founder of Eyzenberg LFC, an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.    ... (view full description)

Chris Finlay

CEO & Chairman
Lloyd Jones, LLC

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)

Robert Friedman

Tiberias Capital

Mr. Friedman has over twenty five years of experience in capital formation and real estate. He is a Principal at Tiberias Capital Partners in New York. Mr. Friedman arranges equity for commercial real estate owner/operators and developers of all property types across the United States. He was a Managing Director at Bankers Capital Realty Advisors in New York, a commercial real estate firm which specializes in placing debt and equity on behalf of developers, owners, and operators of substantial properties and has arranged several billion dollars of financing. Mr. Friedman held a senior role on the international finance desk at Oppenheimer & Co in New York and began his career with Paramou ... (view full description)

Kelvin Fu

GL Capital LLC

Kelvin Fu is Co-Founder, Partner and Chief Investment Officer of GL Capital which is a private equity real estate investment and development firm focused on multifamily, student housing, retail/office and mixed-used properties in the Mid-Atlantic region. The firm’s core investment approach is on creating value through the strategic repositioning and enhanced management of properties to create long-term cash flow for investors. Kelvin oversees investment analysis, acquisition, asset management and relationships with capital providers on the equity and debt side. In addition, GL Capital makes strategic investments in real estate technology that can be deployed within the portfolio to boost ope ... (view full description)

Chris Fuller

Sales Director
Dynamo Software

Chris Fuller brings over 20 years of experience in growing revenue, managing enterprise accounts, penetrating new markets, and solution sales. His wealth of experience in cloud-based technologies and enterprise software sales makes him a trusted partner in guiding companies and C-level executives toward the best approach to solving complex problems. Fuller joined Dynamo Software in 2018, leading the company’s Real Estate Private Equity sales division. His product expertise at Dynamo is centered upon Customer Relationship Management (CRM), investor relationship management, deal tracking, fund raising, Limited Partner (LP) communication, fund accounting, and custom reporting. As a sales execut ... (view full description)

John Gilbert

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 (200 ... (view full description)

Laurie Golub

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

Here at JMG, our proven value-add Multifamily investment niche, our 75+ private investors, and over 4000 units purchased, rehabbed, and professionally self-managed have resulted in consistently high investor returns. Jerry joined the JMG Capital Investments in 2017 as Investor Relation/Marketing VP to help grow the company. Jerry’s knowledge of Real Estate investments allows him to communicate with the investing community and encourage his colleagues to develop an understanding of 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.  If you would l ... (view full description)

Thomas Green


Tom is the national real estate audit practice leader for RSM, the real estate audit leader for the Great Lakes region and the real estate private equity and opportunity fund practice lead. He oversees several engagements of the firm’s largest real estate clients and their affiliates and is responsible for all services delivered to these clients. Tom works with real estate fund sponsors, opportunity funds, portfolio companies and investors delivering consulting and audit services.

Jim Hayes

Chief Financial Officer
Draper and Kramer

James Hayes is chief financial officer of Draper and Kramer, Incorporated, and its parent company, DKH, Incorporated. He is responsible for financial operations and capital management for the company and its divisions, including residential and commercial development, acquisition, property management and leasing; debt and equity financing for commercial properties; and residential mortgage services through affiliate Draper and Kramer Mortgage Corp. The Chicago-based real estate services firm, which has invested $420 million over the last five years, currently has $1.2 billion in assets under management; active real estate developments totaling $300 million; and 8,000 multifamily units under ... (view full description)

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Robert J. Hellman – Managing Director, Pembrook Capital Management LLC Mr. Hellman has over 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, responsible for asset management, finance, legal, compliance and marketing, 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 a ... (view full description)

Ian Hogg

Chief Information Security Officer
Efront Financial Solutions

Ian joined eFront in January 2019, and serves as the company’s Chief Information Security Officer. Ian oversees all aspects of eFront’s information security and risk program. With over 20 years of industry experience, Ian has also held a number of leadership appointments within leading advisory and consulting organisations. In addition to holding an MBA, Ian also holds an MSc in Criminology.

Jill Homan

Javelin 19

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions and development totaling over $500 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. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the ... (view full description)

David Hott

Hott Solutions Corp

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

Melissa Houston

Head of Sales
Juniper Square

Shally Hu

Head of Acquisitions
ARON Asset Management

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

Steve Iorio

Managing Director
Prospect Ridge

Steve Iorio is a Managing Director of Prospect Ridge, where he serves as the Head of Portfolio Management. Prior to the formation of Prospect Ridge, Mr. Iorio spent six years in the AB Real Estate Investments group, where he built out the asset management and portfolio management functions. Mr. Iorio is responsible for overseeing overall fund management, asset management and risk management, and is involved significantly in investor relations. He also works closely with the Finance and Operations Team, assisting in coordinating reporting, evaluating fund liquidity and managing the quarterly valuation process. Mr. Iorio serves on the Prospect Ridge and ABREP Investment Committees.   ... (view full description)

Abbas Jessa

Automation Finance LLC

Abbas is COO of Automation Finance, a Consumer Debt Asset Fund that manages their portfolios utilizing their proprietary autonomous loan management platform, ClockworkAM.

Ronald Kaplan

Partner, CRE Industry Practice Leader
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)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

Brett Klein


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 - Sterling Bay
Baker Tilly

Katie Kral joined Baker Tilly’s construction and real estate practice in 2019 as a direct hire from the firm’s industry client Sterling Bay. She is the departmental controller on the Sterling Bay outsourced accounting team with more than 16 years of real estate and development accounting experience. She is an experienced controller with a demonstrated history of working in the real estate and development industry. Katie is experienced with budgeting, Yardi, JD Edwards, MRI, Avid Exchange, development accounting, general ledger, and generally accepted accounting principles.

Nat Kunes

Senior Vice President
AppFolio Investment Management

Nat Kunes is the SVP and GM of the Investment Management business at AppFolio Inc. Nat brings over a decade of experience in the real estate tech space to the investment management market.

Sanyu Kyeyune

Program Director

Sanyu Kyeyune is a Program Director at Information Management Network (IMN), producing real estate, finance and investment management conferences.Before joining IMN, Sanyu was a Senior Associate Editor for Commercial Property Executive and Multi-Housing News, two real estate news publications and subsidiaries of property management software provider Yardi Systems. Sanyu holds an MBA in Real Estate from CUNY Baruch College and a BA in Professional Writing and Russian Studies from Carnegie Mellon University. ... (view full description)

Wesley LePatner

Senior Managing Director, Real Estate Group

Wesley LePatner is a Senior Managing Director in the Real Estate Group and serves as the Global Chief Operating Officer of the Core+ business and the Chief Operating Officer of Blackstone Real Estate Income Trust (BREIT). Ms. LePatner also serves as the Chair of the Women’s Initiative at Blackstone. Before joining Blackstone in 2014, Ms. LePatner spent 11 years at Goldman Sachs, most recently as a Managing Director and the Chief Operating Officer of the Real Estate Investment Group within the Asset Management Division. Prior to that, Ms. LePatner worked in Goldman Sachs’ Real Estate Principal Investment Area and the Real Estate Investment Banking Group. Ms. LePatner r ... (view full description)

Lesley Lisser

Director-Asset Management
Invesco Real Estate

Lesley Lisser joined Invesco Real Estate as a Director, Senior Asset Manager in June 2012.  As the Northeast Regional Head of Invesco’s national multi-family platform, Lesley oversees approximately 3,000 units from Charlotte to Boston.  Her responsibilities include managing and further developing the Instrata Lifestyle Portfolio, consisting of five properties totaling 900 units located in New York City as well as affiliate properties located throughout the US and UK.  Prior to this appointment in July 2016, she ran an office, industrial, multifamily and retail portfolio in New York, New Jersey and Pennsylvania.  She has over 25 years of real estate asset management experience, includ ... (view full description)

Brian Lovett

Partner, Team Leader, Real Estate Services Group

Brian Lovett is a Partner and Team Leader of the Tax and Real Estate Services groups at Withum. Brian 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. He advises clients with regard to the structure and tax consequences of new business ventures, and assists with restructuring existing businesses for increased tax efficiency. On the real estate side, Brian has prior Big 4 experience working closely with large, multinational real estate investment companies. He now works closely with real estate entrepreneurs on acquisition planning and entity structuri ... (view full description)

Stephanie Matz

Buhl Investors

Stephanie Matz is Chief Financial Officer for Buhl Investors, a Minnesota based real estate management and investment group. Ms. Matz joined the firm in 2019 where she is responsible for managing the portfolio and spearheading investor relations initiatives. Buhl has experience across all asset types with current projects including retail and residential development and renovation of historical properties. Ms. Matz has specific expertise in real estate valuations, REITs, risk management, private equity, innovation and relationship management. Prior to joining Buhl, Matz worked for CarVal Investors, a global fund alternative asset manager. She has a Master of Landscape Architecture degree fro ... (view full description)

Thomas Mayrhofer

EJF Capital LLC

Thomas B. Mayrhofer is the CFO and Deputy COO of EJF Capital, LLC.  Mr. Mayrhofer joined EJF in 2018 and has over 15 years of experience in the financial services industry.  EJF is an SEC-registered, employee-owned alternative asset management firm headquartered outside of Washington, DC.  EJF manages more than $10 billion across a diverse group of alternative asset strategies, including hedge funds, private equity funds and securitization vehicles.  Prior to joining EJF, Mr. Mayrhofer was a Partner and Managing Director at The Carlyle Group.  In addition to holding the position of Chief Financial Officer of Carlyle's Corporate Private Equity Segment, Mr. Mayrhofer oversaw the operations of ... (view full description)

Brian McGowan

Managing Partner
BlueWave Ventures

Brian McGowan has managed all facets of business creation and growth for multiple PropTech, FinTech, and CleanTech companies. He is managing partner of BlueWave Ventures, a merchant venture development company.

Jennifer McLean

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)

Faraz Memon

REdirect Consulting

Faraz Memon joined REdirect Consulting in 2009 and has over 19 years of real estate technology experience. Faraz has extensive experience working with a breadth of real estate organizations including property, investment, and asset managers, REITs, and institutions on both MRI and Yardi software solutions. Faraz's strengths include developing creative solutions to address the unique needs of each business, leveraging technology to streamline business processes, lowering total cost of ownership and increasing the bottom-line.

Troy Merkel


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)

Kendall Miller

Chief of Staff
Securiti / The Guarantors

Kendall Miller is Chief of Staff and Head of Strategic Partnerships for TheGuarantors, a leading VC-backed FinTech/PropTech company. In this role she is responsible for a range of activities from special projects, to board relations, business development, marketing strategy, and leading the insurance carrier partnerships for the company.    Kendall joined TheGuarantors from New York Life Ventures, where she led efforts to stand up a new innovation function for the 174 year old company. She was responsible for defining the enterprise innovation strategy, developed an internal incubation capability, led an executive innovation council, and managed employee leadership development pr ... (view full description)

Craig Mitnick

SVP of Finance and Director of Financial Reporting
Time Equities Inc

Scott Morey

Executive Director
One11 Advisors (Part of Altus Group)

Scott has close to 30 years of experience working in the real estate industry. Over that time frame Scott has worked globally with numerous real estate owners, operators, developers, advisors and users of real estate with the objective of maximizing the value of their holdings. This includes providing strategic advice relative to market positioning, improving the underlying operations of the company, and using technology in ways that creates real long term sustainable value. Scott has developed a strong reputation for his knowledge, creativity, integrity and ability to execute.

Michael Morrell

Manager, Real Estate
NYS Teachers' Retirement System

Mark Mosch

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. 

Darin Munson

The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college and has partipated in hundreds of transactions over multiple decades in the industry.                

Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

With more than 30 years of professional experience, Brian Newman is a partner in CohnReznick’s Hartford, CT office and the Practice Leader of the Firm’s Federal Tax Services nationally. Brian concentrates on the formation, operation, and dissolution of partnerships, C-corporations, S-corporations, and limited liability companies. He also 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 ... (view full description)

Lynn Peters

Vice President, Global Operations

 Lynn leads the Global Operations from the Dallas office. Having devoted almost two decades to the commercial real estate industry, Lynn has extensive experience in asset and property management, leasing, real estate project development/re-development and detailed financial analysis. She utilizes this experience to better anticipate business requirements for our clients as well as managing projects to ensure that customer expectations are exceeded. Lynn holds the CPM© designation and is a member of IREM and ICSC. She earned her Bachelor of Science Degree in Political Science from Northern Illinois University. She enjoys reading, traveling and music.

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

For over 15 years, Freddy has worked with hundreds of commercial and residential real estate institutional investors, owners and managers to streamline business operations, improve NOI, mitigate risk, and increase investor returns by leading them through the evaluation and selection of best of class SaaS based technology solutions. His experience with AvidXchange, Yardi, and RealPage provides a diverse insight wherein he promises to leave you in a better financial position than when you first met. 

Thomas Powell

CEO, Founder
Resolute Capital Partners

Tom is an innovative investment manager and banker with extensive experience in investment banking, private equity, and alternative asset management. His career began in 1988 in Silicon Valley at Wells Fargo Bank where he earned the distinction of being named the youngest Vice President in the Company’s then 140-year history. In 1999, Tom founded and led the growth of ELP Capital, Inc., a multi-billion-dollar mortgage banking and investment company. Spanning a career of almost 30 years, Tom has been responsible for raising and managing more than $1.4 billion of institutional grade and private investments. As an Alumni of Harvard University, Tom has taught international graduate students as a ... (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

SMA Equities

Joseph Scalio

Partner, Tax

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

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

Chief Financial Officer
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 concentration ... (view full description)

Carla R Stoner

Chief Financial Officer
Harbor Group International

Carla Stoner is responsible for directing HGI’s financial policies and strategies. As CFO, she oversees the financial aspects of the company, including reporting, accounting, information technology, human resources, tax and treasury functions. Additionally, Ms. Stoner oversees the asset management team. Ms. Stoner serves as a member of the Investment and  Operations Committees.   Prior to joining HGI, Ms. Stoner served as Executive Vice President and Chief Financial Officer of CW Financial Services (CW Capital), a firm which had an active special servicing portfolio of over $24 billion, a primary servicing portfolio of over $17 billion and approximately $8.7 billion of other asse ... (view full description)

Stu Taub

National Real Estate Industry Leader

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

National Director of Sales
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, Asset Management
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)

David Thomas

Benenson Capital Partners, LLC

As one of Benenson Capital Partners’ three Senior Officers, David is responsible for all of the Company’s accounting, tax, treasury and reporting functions. In addition, he is involved in the structuring of all acquisitions and dispositions and the periodic completion of refinancing of the Company’s real estate investments. David also manages the Company’s portfolios of non-real estate investments. Prior to joining Benenson Capital Partners, David was the Chief Financial Officer of Commonfund’s Real Estate Advisor including its $1.5 billion open ended domestic real estate opportunity fund. Previously he was a Partner at Deloitte for 10 years in their New York ... (view full description)

Patrick Tully

Managing Director
Clarion Partners

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  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 Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

Grant Wood

VP Strategic Solutions

Grant is the Vice President of Strategic Solutions at Cherre, Grant is currently focused on strategic business development efforts as well as supporting our enterprise customers in deploying successful data and analytic strategies. Prior to Cherre, Grant had 20+ years of experience in the software world, majority of which was focused on the CRE industry leading sales and business development teams for Yardi, VTS, Juniper Square, and Realpage. Before CRE Grant worked for Oracle and SAP.

Bob Woosley

Executive Director
FD Fund Administration

Lauren Young


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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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 8th Annual Real Estate CFO & COO Forum (East)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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