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Roy Abrams

Founder & CEO

Roy Abrams, the founder and Chief Executive Officer of RealConnex, is a successful and seasoned real estate developer and entrepreneur.  Following successful endeavors in Europe, Roy moved to the States to explore real estate ventures and quickly identified difficulty find new real estate opportunities without a Rolodex of contacts. He viewed this as an opportunity to bring a new technology to the real estate market to solve this problem and RealConnex was born.

Jim Aldrich

CEO & Founder
PropFunds LP

Mr. Aldrich graduated from University of California, Los Angeles in 1989. He has been in the real estate industry since 1990. From 1991 through 2000, Mr. Aldrich worked as a leasing agent, acquisitions manager, construction manager and portfolio manager of over two million square feet of industrial and office properties for Pacifica Capital Group. He was then regional manager of the Los Angeles market for First Industrial for one year after First Industrial purchased Pacificas industrial portfolio. From 2002 to the present, Mr. Aldrich purchased industrial, retail (primarily national credit NNN properties in markets outside of California) office, multifamily and luxury homes under Ascent Aff ... (view full description)

Scott Andersen

General Counsel

Scott Andersen is principal at and Genera Counsel of FundAmerica. Mr. Andersen from March 2012 to February 2015 was deputy regional chief counsel at the Financial Industry Regulatory Authority (FINRA) in Los Angeles, where he oversaw all FINRA enforcement cases prosecuted by the Los Angeles office and managed the West region’s attorneys. Mr. Andersen has broad experience with regulatory investigations and enforcement actions. He has led complex criminal and civil prosecutions for the New York State Attorney General’s office, the New York Stock Exchange and FINRA. He has worked on significant matters involving: pump and dump frauds, illegal stock distributions in violation of Se ... (view full description)

Clay Archey

Portfolio Manager
CLA Asset Management

Clay Archey is the Chief Compliance Officer of TriCor Financial, LLC where he is responsible for leading enterprise compliance efforts, designing and implementing internal controls, policies and procedures and applicable local, state and federal law regulations. Additional responsibilities include ongoing due diligence of active programs and serving as the primary due diligence contact for the firm. Prior to joining the TriCor Financial team in 2010, Mr. Archey was the Founder, President and CEO of Archey & Co. LLC. Mr. Archey has over 13 years of experience in the financial services industry. He received his Bachelors Degree in Finance from Southeastern Oklahoma State University. He holds F ... (view full description)

Sydney Armani

Silicon Valley CrowdFund Ventures

Sydney Armani is a long time silicon valley entrepreneur, with more than twenty five years experience in Valley’s community acting in both an entrepreneurial and investing capacity. Sydney’s vision for starting and successfully managing innovative companies, like Hello Net A Mobile telephony appliance services on Minitel and Videotex A online a first generation of touch Screen tablets. His international experience in trade and International banking takes him around the world, projects with OPIC Overseas Private Investment Corporation for free trade with business engagement in Europe and UAE’s Dubai. A creative person at heart, he’s working on building CrowdFunding platform Live C ... (view full description)

Navneet Aron

Managing Director
Aron Developers, LLC

Navneet Aron is a Silicon Valley real estate developer, entrepreneur & investor. He is the managing partner of the Aron Developers LLC, a real-estate development company focusing on rehab, new construction and development projects in the San Francisco Bay Area real estate market. He has lived in the SF bay area since 2001 and bought and sold real estate since 2004 in the Bay Area. Prior to Aron Developers LLC, Navneet held engineering leadership roles at prominent Silicon Valley technology companies as well as founded three technology startups. He takes great pride in running projects on-time and under budget. He holds a Master Degree from Stanford University.

Mike Bednarski

Managing Partner
LyvWell Communities

LyvWell Communities is a Tampa-based real estate development firm specializing in building and investing in build-for-rent communities across the Southeast and Texas. Through former affiliated companies, Broome Capital and Proluxe Properties, LyvWell Principals have multigenerational experience in the SFR sector, among other strategies like infill self storage development.  Mike Bednarski is a Principal of LyvWell and a 2nd generation operator/investor/developer with extensive operational experience.  Mike's degrees include a University of Florida B.S. Building Construction, M.S. Business Management; and Columbia University M.S. in Real Estate Development.

Javier Benson

VP of Business Development

Javier Benson is VP of Business Development at RealtyShares, an investment platform that is transforming the real estate investment landscape by delivering efficiency, transparency and accessibility through technology. At RealtyShares, Javier is responsible for developing strategic partnerships and building financing relationships with institutional capital partners. Javier is also spearheading the RealtyShares Diversified Marketplace Equity Fund, which will invest in a diversified pool of middle market real estate equity investments that are sourced and approved by RealtyShares’ rigorous tech-enabled underwriting process. Prior to joining RealtyShares, Javier served as VP of Acquisitions an ... (view full description)

Joel Block


Joel G. Block is the managing director of a real estate hedge fund that acquires distressed assets nationwide, plus he has been a principal in over 40 syndicated transactions throughout his career. For much of the last 20 years, Joel was in the venture capital business - frequently on the entrepreneur side of the table. Though he has conceptualized, capitalized, operated and sold several companies, his favorite was the development of a personalized financial product which he sold to a Fortune 500 company in 1995. In 2012, Joel formed a team to launch the Bullseye Capital Real Property Opportunity Fund, LLC, a real estate hedge fund that acquires distressed multi-family and commercial assets ... (view full description)

Andrew Broeren

Lafayette Communities

Andrew Broeren is the Chief Operating Officer at Guardian Residential. Andrew has founded and invested in several companies involved in design, renovation, construction, and technology relating to commercial and residential properties. He has acquired, renovated and sold over 400 homes located in several states ranging from high yield investments to luxury residential developments.  Prior to moving to the USA in 2009, Andrew was the Managing Director of a property investment company in London dedicated to acquisitions, sales and leasing of large developments involving hundreds of residential units. He was also previously the Head of Structured Finance for Southern Europe at HSBC Bank c ... (view full description)

Fred Bryant

Co-Founder and President

Fred is a visionary entrepreneur and peer-to-peer finance pioneer who launched WealthForge to forever change how private companies raise capital. Starting the company in his dorm room, Fred has been singularly focused on bringing simplicity and efficiency to the world of private investing. Fred is also driven by his commitment to national service, choosing to serve on Active Duty in the US Army for 3 years after graduating from college. He served in Afghanistan, graduated from US Army Ranger School and received the Bronze Star Medal, all while helping steer WealthForge forward. As co-founder and COO, Fred has turned his vision into reality and is now a leading speaker regarding the emerging ... (view full description)

Kevin Burns

Grove Street Management

Kevin founded the boutique value-added real estate investment company Grove Street Management in 2001, and has nearly 15 years of direct real estate experience in fund raising, target analysis, due diligence, repositioning, recapitalizing and exiting real estate assets. During his tenure at GSM, Kevin has been involved in tens of millions of dollars of real estate deals involving hundreds of units. Prior to GSM, Kevin graduated from Hobart College, earned his Juris Doctor from The State University of New York, became licensed to practice law in New York State, was a part-time college professor of Investments and Managerial Economics, was awarded his New York State Real Estate Broker licens ... (view full description)

Jason Buxbaum

Jevan Capital

Jason Buxbaum, Managing Principal of Jevan:  Jason has over 22 years of commercial real estate experience. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 22 projects and the sale of 18, netting an average of 32% IRR. Jason lives in Phoenix and graduated from Union College, New York with a degree in Economics.

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Mr. Carter has been a Real Estate Investor since 1983 when he purchased his first rental property at the age of 22. He owns and manages a real estate portfolio with a market value of over $100M. He invests in single-family portfolios, multifamily apartments and commercial properties. The factors linking all of his investments are in-place cash flow in growing markets with pro-active and hands-on management. By increasing NOI and cash flow, Mr. Carter consistently has created above average returns on investments. Mr. Carter was actively acquiring assets through May 2006 when he anticipated the real estate bubble and safely sat out the recession. In September 2009, Mr. Carter stepped back into ... (view full description)

Chris Chen

Senior Counsel
Sklar Kirsh LLP

Chris Y. Chen is Senior Counsel of Sklar Kirsh LLP in the Corporate Department. Chris is engaged in a diverse corporate and securities practice and has represented clients in a variety of industries, including real estate, life sciences, high technology, entertainment, manufacturing, telecommunications and marketing.  Chris advises clients on various corporate and transactional matters through all stages of the business life cycle – formation and operation, equity and debt financings, mergers and acquisitions, intellectual property and licensing, commercial contracts, joint ventures, and employment-related matters. He has represented issuers and investors in public offerings and private plac ... (view full description)

Steven Cinelli

Senior Fellow of Massolution; Founder

For over twenty five years, Steve has been engaged in corporate finance and strategy. Since 1992, he has served as Executive Director of Prestwick Partners, Inc., a boutique advisory firm dedicated to strategic corporate finance for growth companies within the technology, consumer, financial services and distribution industries. He began his career with BankAmerica, in its Technology Banking Group and later joined Security Pacific Bank’s Merchant Banking Group focusing on highly leveraged transactions. Subsequently, Steve became a Principal with Knightsbridge Partners, a private equity firm. In 1998, he co-founded OffRoad Capital, an internet based capital market system facilitating capita ... (view full description)

Mark Crawford

Crawford Park Financial Inc.

Mark Crawford brings over 30 years experience in the real estate business to his ventures. His experience includes development, brokerage, mortgages, and investments of residential and commercial properties. In addition, he has obtained government approvals for over 1,000 apartments and subdivisions. As President of Crawford Park Financial Inc., he syndicates funds to purchase and/or renovate apartment units and acquires, arranges, brokers, and holds promissory notes secured by deeds of trust, mortgages, and security agreements. CPF originates via a DRE (Dept. of Real Estate) License in California.

Christopher Crippen

Managing Partner
Azul Asset Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)

Brett Crosby

Co-Founder & COO

PeerStreet is the leading marketplace-lending platform for real estate debt. Founded by real estate attorney, Brew Johnson and former Google executive, Brett Crosby, PeerStreet allows investors to easily invest in high-yield real estate loans that were historically very difficult to access. PeerStreet is secure and intuitive with an easy-to-use interface. Now, participating in these deals is as simple as buying stocks. Just fund your account and select your investments.  As Co-founder and Chief Operating Officer of PeerStreet, Brett crafts the company's strategy, product and messaging. Brett was previously the Director of Product Marketing at Google where h ... (view full description)

Aaron Cuha

Co-Founder & Managing Director
Synergy Group Inc.

Mr. Cuha is responsible for the overall operations and management of the Partnership and leads the residential real estate focus of the Partnership. His responsibilities include establishing policies, practices and standards, sourcing, underwriting and closing acquisitions and dispositions, developing and executing investment plans for all company investments and monitoring the investment performance of all properties. Mr. Cuha is a real estate industry executive, philanthropist, pilot, and educator. He brings over 24 years of experience to the Partnership, covering virtually all aspects of the real estate business, including mortgage, investment, and loss mitigation. From 2000 through 20 ... (view full description)

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at  His guidance has been sought out by t ... (view full description)

Joseph Delaney

Registered SEC Broker-Dealer
J.V. Delaney & Associates

Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a b ... (view full description)

David Disick

Cambodia-Koh Puos Investment Group

Brian Esquivel

VP, Commercial Real Estate

Brian Esquivel has more than a decade of experience in commercial real estate finance and investment. Based in San Francisco, Brian was brought on to assist in building's joint venture equity program. Prior to joining the team, Brian worked with NorthMarq Capital, Beal Bank, Realty Capital Partners, and the Woodmont Company serving in various roles including, debt and equity brokerage, retail leasing and development, private equity investment and syndication, and distressed debt acquisitions.  Brian has a BA in Political Science from the University of Southern California and an MBA in Finance and Strategy from Southern Methodist University.

Roger Faulkner

RBD House Buyers

Roger Faulkner is the President/CEO of RBD Ventures Inc. RBD Ventures is a Residential Redevelopment Company located in San Diego California. RBD Ventures Inc. has bought, renovated and resold nearly 200 properties since it's inception in 2009. RBD is currently looking to expand it's footprint to all of California and has opened a Fund to raise 20 million dollars.

Edward Fernandez

1031 CrowdFunding, LLC

Mr. Fernandez is our Chief Executive Officer and the sole member of DNS Capital, LLC the sole manager of our company. Together with Messrs. Pizzurro, Kurschat and Barrett, Mr. Fernandez has founded the Company. Prior to founding the Company, he has been Senior Vice President of Cornerstone Ventures\Healthcare Real Estate Group in Irvine California since January 2001. Mr. Fernandez has been responsible for researching and compiling accurately verifiable documentation crossed various industries including assembling compelling content for marketing materials related to the purchase and acquisition of various real estate holdings. He has over 20 years of inside and outside sales experience and i ... (view full description)

Rob Finlay

Founder and CEO
QuietStream Financial, LLC

Rob Finlay is the Chief Executive Officer of QuietStream Financial and the Founder and Chairman of the Board of Commercial Defeasance. After working in the capital markets groups at Credit Suisse First Boston, Lehman Brothers and Deutsche Bank, Rob started Commercial Defeasance in 2000. He grew Commercial Defeasance from the ground up and led it through a successful sale to a private equity firm in 2006. Rob spent the next several years going back to his family roots owning and operating commercial real estate. After amassing his own sizable portfolio of multifamily and office properties, Rob returned to Commercial Defeasance to lead a diversification strategy at Commercial Defeasances paren ... (view full description)

Jason Fritton

Chief Executive Officer
Patch of Land

Evan Gentry


Evan serves as the founder and CEO of Money360, an online marketplace where accredited investors can crowdfund loans secured by commercial real estate. Evan is an entrepreneur and innovator with a strong background in the application of technology to the real estate, lending and investment industries. He is also the founder and CEO of G8 Capital, a private equity real estate investment firm located in Ladera Ranch, CA. G8 Capital specializes in the acquisition of real estate assets and makes early stage equity investments in innovative business ventures applying technology to the real estate, lending and related industries. Evan has led the acquisition of more than $500 million of real estat ... (view full description)

Brian Good

CEO and Founder
Eagle Group Fianance

Mr. Good founded Eagle Group in 2000. Headquartered in West Los Angeles since its inception 14 years ago, Eagle Group has owned and financed close to $1 billion in real estate. Eagle Group Finance provides direct non-recourse commercial real estate financing to property owners in California, Arizona, and Nevada. Prior to Eagle, Mr. Good was a real estate transactional attorney where he represented real estate investment trusts, publicly traded real estate companies, and high net worth individuals. Mr. Good is a graduate of the University of California, Santa Barbara, Loyola Law School and Northeastern University Business School. Mr. Good is a licensed California real estate broker and is a m ... (view full description)

Jilliene Helman

Chief Executive Officer

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

Juan Hernandez


Howard Hill

VP Sales
Folio Institutional

Howard Hill is Vice President of Sales and Business Development for Folio Institutional, a leading investment solutions and financial technology company.  Folio offers an integrated brokerage and custodial platform featuring patented, state-of-the-art trading, portfolio management tools, and private placement capabilities.  Howard recently joined Folio from LPL Financial where Howard was VP of Business Development within the financial institution channel.  Howard brings over 20 years of experience in the financial services arena with successful engagements at GE Capital/Genworth and Nationwide Financial.  Additionally, Howard has extensive experience as a private placement investor, an angel ... (view full description)

Brew Johnson

CEO & Co-Founder

Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated in the unique concept that is PeerStreet. Prior to PeerStreet, he worked as general counsel at VirtualTourist where he oversaw the companys $85 million sale to Expedia/TripAdvisor. Before that, he was a real estate attorney at Allen Matkins Leck Gamble & Mallory and a technology attorney at Brobeck Phleger & Harrison. At Allen Matkins, Brew advised some of the largest real estate development and investment firms in the country on a wide variety of complex real estate transactions. He continues to advise startups and is an active real estate developer, investor and pr ... (view full description)

Charles Kaufman

Homeier & Law, P.C.

Andrew Kirsh

Founding Partner
Sklar Kirsh LLP

Andrew T. Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firms Real Estate Department. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrews practice involves all aspects of the real estate industry, including, acquisitions, dispositions, equity investments, syndications, fund formation, development, leasing, financing, note purchases and foreclosures.Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, ... (view full description)

Ken Kleban

Kleban Properties

Mr. Kleban is a graduate of Duke University and spent the early part of his career in international trade finance.  He was appointed by US Commerce Secretary Ron Brown to serve on the Industry Sector Advisory Committee for Small & Minority Owned Businesses for Trade Policy Matters and later served as US Trade Rep for the Province of Saskatchewan, Canada.

He joined Kleban Properties in 2004 and has overseen its nationwide expansion in value add commercial properties.  The company is now developing properties throughout the Gulf Coast.

Mr. Kleban was an Adjunct Professor for many years at The Zicklin School of Business within The City University of NY.

Brian Korn

Manatt, Phelps & Phillips LLP

Brian S. Korn is a partner and co-chair of the financial services group at the law firm Manatt, Phelps & Phillips, LLP. He is also a member of the firm's capital markets practice group and chair of the digital finance and marketplace lending practice. His practice focuses on corporate finance transactions, including initial public offerings (IPOs), early-stage and start-up venture financings, and mature corporate and high-yield debt finance. He also advises clients on SEC compliance, broker-dealer compliance, corporate swap transactions, blockchain technology and initial coin offerings. Under his leadership, the firm was nominated as “Professional Services Firm of the Year&r ... (view full description)

Brad LaRue

United Growth Capital Management, LLC

Brad serves as CEO of United Growth, a national retail investor and developer. Additioally Brad heads up the firms's private equity fund as well as sitting on its Advisory Board. Brad has specialized in retail and mixed use projects, but also has extensive experience with office, multi-family and office/flex product types. Over his career he has been involved in the development and, or, asset management of 10 million SF of retail, 2 million SF office, and over 1,000 multi-family and condominium units in markets across the United States. His retail experience spans the range of smaller ground-up out-parcel developments to redeveloping super-regional enclosed malls. His extensive r ... (view full description)

Mark Lancaster

President & CEO
Great Lakes Fund Solutions, Inc.

Mark is President and CEO of Great Lakes Fund Solutions, a transfer agent specializing in IT and clerical support for public, Reg. D and other alternative investment funds. Our clients include real estate, energy, equipment leasing and managed futures funds. eSuperior is our internally-developed database, processing engine and web portal to support an outsourced investor services back office. Prior to joining Great Lakes Fund Solutions Mark headed the Alternative Investment Products (AIP) initiative at Depository Trust and Clearing Corporation in New York. Earlier in his career, Mark spent 14 years at The Bank of New York in both London and New York, which established his foundation in the s ... (view full description)

Robert Lee

Managing Partner- Acquisitions
Beverly Park Group- IV Capital

As a healthcare real estate investor at and fund manager  Lee focuses  on strategy, acquisitions, structuring joint ventures, capital development, and overall strategic partner relationships. The principals of HPA Growth Fund I has acquired over $400 million in healthcare real estate and recently exited approximately $190M since 2018.  Lee is responsible for sourcing investment oportutnies nationally and invests as GP across medical/healthcare and multifamily real estate. Personally, Lee has over 20 years of direct experience in real estate investment, private and institutional capital markets with a formal background in structuring and placement of private equ ... (view full description)

Rosemarie Leong

Due Diligence Manager
Silverhawk Private Wealth

Rosemarie brings 20 years' experience in the securities industry, currently serving as due diligence consultant for Silverhawk Private Wealth, a wealth management firm located in Scottsdale, Arizona. She has worked in wholesale distribution channels, as a financial advisor at Paine Webber, managed the top financial planning team at SmithBarney/Los Angeles and served as a VP at Prudential Financial/Los Angeles where she became the firm's #1 national high net worth client asset manager. Previously, Rosemarie was a statistical analyst at the United Nations International Labor Organization (ILO) in Geneva, Switzerland. She is fluent in five languages.

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States.  The company’s main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990.  LBG is a vertically integrated owner/operator with an in-house leasing team exclusively dedicated to leasing LBG’s retail acquisitions as well as in-house personnel with deep construction managemen ... (view full description)

Farhan Mahmood

Director of Acquisitions
Trion Properties

Antonio Marquez

Comunidad Partners

Mark Mascia

President & CEO
Mascia Development LLC

Mark has over 12 years of experience in real estate and is principally responsible for managing the investment and operating activities of Mascia Development. He founded Mascia Development in 2006, his energy, talent and drive have allowed him to achieve extraordinary success at an accelerated rate when compared to his contemporaries.Prior to forming Mascia Development Mark was in charge of developing over 2,500 residential units and multiple retail and mixed use properties with a total portfolio value of over $1.1B.Mark was formerly the Vice President at SHVO Development, LLC, a multi-national luxury real estate development company. During his tenure at SHVO, Mark ad ... (view full description)

Mark Masterson

Senior Director of Investments

Mark Masterson is the Senior Director of Investments at RealtyShares, an investment platform for real estate developers and operators to secure debt and equity financing to structure the most favorable capital stack. We provide debt and equity financing through either our institutional capital allocations, our thousands of pre-screened high net worth investors, or our strategic partners to raise capital for either debt or equity real estate offerings across the country through our streamlined funding process. Our expertise and familiarity with each capital raise allows us to access the best and most compatible capital structure for our client's deals. Ultimately, with RealtyShares, you can r ... (view full description)

Greg Mauro

Managing Partner
Learn Capital

Michael Mayer

Associated Ventures

Michael Mayer is the Founder and CEO of Associated Ventures. In addition, Michael is a Principal of REalta West Asset Management Group; an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Under Michael's guidance, Associated Ventures has been responsible for the development and acquisition of real estate projects throughout the United States and internationally. Company activities included all phases of development, acquisition, entitlement, design, construction, consulting and hospitality management. AV was credited with aiding in the placement of a second Kempinski hotel in Moscow, the capitalization of a Westin ... (view full description)

Aaron Mesmer

Senior Vice President, Development & Acquisitions
Block Real Estate Services, LLC

Aaron M. Mesmer joined Block Real Estate Services in 2005 with a focus on commercial real estate acquisitions and investment sales.  Since joining Block, Aaron has been involved in industrial, multifamily, office and retail real estate transactions valued at more than $1.3 billion.  Aaron’s role at Block evolved to include development, with more than 700 acres of planned or completed projects, including 9.3 million square feet of industrial space, 1.2 million square feet of office space and 5,100 units of multifamily and senior housing development.  Signature developments include CityPlace, a 95-acre, mixed-use community in Overland Park Kansas, Lenexa Logistics Centr ... (view full description)

Paul Murad

Metroplex Realty

Paul Murad is a President of METROPLEX Group, consisting of a commercial real estate development company and a brokerage company in Las Vegas. The company focuses on the Downtown Las Vegas redevelopment projects, especially in the Arts District. Paul recently served as Nevada Real Estate Commissioner. He has 17 years of marketing, international business and business development experience. He speaks English. Russian and Spanish. At IMN conferences, he is looking to connect with bridge and mezz lenders for their new Downtown Las Vegas/Arts District projects and perm lenders for refinancing of recently completed projects.

Michael Ning

President & CEO
Arque Capital, Ltd.

Michael Ning is President & CEO of Arque Capital, Ltd. (, an investment bank which introduces innovative asset classes to the national independent broker dealer (IBD) community and underwritten half a billion dollars worth of alternative investments through IBD syndicates.  Arque Capital is credited with introducing real estate investments featuring conservation easement options to the IBD community.  Most recently, Arque Capital introduced dividend distributing sustainable energy investments featuring solar investment tax credits to the IBD community.    Mr. Ning is Managing Director of Renewable Energy Ventures, LLC, which sponsors these investments.  Mr. Ning was ... (view full description)

Douglas O'Donnell

The O'Donnell Group, Inc.

Douglas O’Donnell started The O’Donnell Group, Inc. and O’Donnell Management Company an industrial development company and property management company, respectively. He is the CEO of both. He has successfully overseen the acquisition and development of over 10,000,000 square feet of industrial and office properties totaling over $700,000,000. Doug has an undergraduate degree in International Relations, a Master’s of Business Administration and a Master’s in Real Estate Development from the University of Southern California. He also has a graduate AMPD degree from Harvard University. Doug is on the Board of Directors for the UCI Center For Real Estate, The Lusk Center for Real Estate De ... (view full description)

Mathew Owens

OCG Properties, LLC

Mathew is the founder of OCG Properties, LLC a company that specializes in equity and cash flowing real estate investments. He graduated from UC Santa Barbara with a bachelors degree in economics with an emphasis in accounting, earning his CPA license while performing audit and taxation engagements at various CPA firms, and worked primarily on large real estate clients.  He currently specializes in value add cash flowing residential and multifamily real estate investments having purchased and renovated over 450+ properties.  Mathew works with investors in multiple ways to acquire real estate in high cash flow markets around the country.  He also helps investors develop various cash flow stre ... (view full description)

Paul Panza

President & CEO
Nicholas Residential

Paul N. Panza is Founder, President and CEO of Nicholas Residential. In this capacity, he establishes and executes the strategy of the Company and oversees the financial and operational performance. Mr. Panza has over a decade of experience in the commercial real estate markets, focused largely on “value-add” and “opportunistic” investing. Under his leadership and direction, the firm has achieved strong growth and performance, and expanded its acquisition, development and managerial services to meet the goals of its clients, which include institutional money managers, insurance companies, family offices and high-net-worth investors spanning the ... (view full description)

Ryan Parkin

Managing Partner
Cress Capital

Ryan Parkin is a Managing Partner with Cress Capital. Prior to forming Cress Capital, Mr. Parkin was a Principal with Chase Merritt and a Vice President with Andrews Securities where he acted as a principal investor, placement agent and advisor to leading institutional and entrepreneurial real estate investors, operators and developers. Prior to these activities, he held an acquisitions role with PCCP, LLC. PCCP is a leading commercial real estate private equity fund manager and portfolio lender with over $6 billion of assets under management. While at PCCP, Mr. Parkin participated in the origination, analysis, capitalization and legal structuring of investments totaling $375 million in firm ... (view full description)

Melanie Pennell-Mayer

Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. She was pivotal in fulfilling the firm's business plan to form a strategic joint venture with a hotel management firm that has expanded the firm’s horizons beyond development, acquisitions, and consulting to include hotel management. The joint venture provides the entire scope of hotel and hospitality management, asset m ... (view full description)

David Pittman

Acacia Real Estate Group, Inc. & Acacia Industrial Real Estate Fund

Acacia Overview: David Pittman established Acacia in 1998 as a niche developer of commercial real estate assets concentrated within the dynamic Southern California marketplace. The company has developed a number of significant projects throughout the region,including Orange County, San Gabriel Valley and the Inland Empire,in excess of $125,000,000. The company has been consistently ranked, as complied by the Orange County Business Journal, in the top echelon of developers active in the county real estate market. Today the company is headquartered in Newport Beach and targets industrial development opportunities throughout the West Coast. • David Pittman: Mr. Pittman is an accomplished ... (view full description)

Doug Procunier

Business Analyst
HRS Communities

I have more than thirteen years of experience in the banking industry including everything from operations to marketing to sales.  I oversee a wide variety of projects at HRS Communities including crowdfunding, technology initiatives, and financial analysis. I hold an MBA from Oakland University.  

I am always highly interested in adapting new technologies to meet existing business and community needs while promoting sustainable growth.

Scott Purcell

Founder, CEO

Scott is the CEO of FundAmerica, which provides escrow, payment processing, AML, registered transfer agent and broker-dealer services to investment advisers, broker dealers, crowdfunding portals and others who make a business of technology driven fundraising pursuant to Titles II, III and IV of the JOBS Act. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”. He is the author of CFIRA’s position on “BD and Registered Portal Regulatory Mechanics” and has been an active editor and co-author of numerous other ind ... (view full description)

Rich Rechif

Balboa Real Estate Group

Rich began his financial career at Deloitte and Touche, where he specialized in auditing clients in the real estate group. His clients included asset managers, real estate investment trusts (REITs), home builders and hotels. After developing property management and business processes for a local housing developer, Rich moved on to work with private equity and land development groups, serving as the CFO and Financial Manager. Rich received his bachelor of science and masters of science in Accountancy from the University of Southern California. He is a licensed Certified Public Accountant and Real Estate Broker in the state of California. In 2011, Rich founded Balboa Real Est ... (view full description)

Thomas Rosenfield

Managing Director
Venture HM

Thomas has 20+ years of operational leadership experience, both as a non-profit organization Board leader and C-level executive in real estate, institutional financial services, and federal advocacy. A former Wall Street executive specializing in public sector debt investing, Mr. Rosenfield is currently managing director of Venture HM, a partnership between Harmony Asset Management and Monitor Real Estate. He also serves as president of HillStaffer, LLC, a Washington, DC based government relations and public policy firm. Previously, Mr. Rosenfield served as managing principal of Zevulun, a Schottenstein family office ($2500MM CRE portfolio), and as co-founder and co-president of ... (view full description)

Scott Rothbort

President / Professor
LakeView Asset Management, LLC / Seton Hall University

Scott Rothbort is the Founder and President of Lake View Asset Management, LLC; a registered investment advisory company. He is also a Term Professor, Executive in Residence and Chief Market Strategist for the Stillman School of Business, of Seton Hall University. Mr. Rothbort has more than 30 years of experience in the financial services industry and is and a frequent guest on Bloomberg Radio, Bloomberg Television, CNBC, FOX Business and local television. He is also a frequent contributor to MarketWatch,, and Seeking Alpha. Before founding LakeView Asset Management, LLC, in early 2002, Mr. Rothbort managed and coordinated secured funding, collateral management and collateral ide ... (view full description)

Brian Shniderson

Co-Founder and Principal
B&A Capital Partners

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building companies. Over his 25 years of corporate life, Brian has created and sold several businesses in the service, technology, manufacturing and distribution industries. Twice Brian has landed his companies on the INC. 500s Fastest Growing Companies List - Both awards were achieved before the age of 30.Brian has been involved in real estate as an investor, developer, lender and workout consultant for the past 20 years.Brian is a frequent speaker and panelist on the state of real estate and is often quoted in national real estate publications.Brian ... (view full description)

Jillian Sidoti

Trowbridge Taylor Sidoti LLP

Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10's, S-1's, Regulation D filings, trademarks, copyrights, NDAs, and contractual matters. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities. Currently, Jillian tea ... (view full description)

Alex Sifakis

JWB Real Estate Capital

Alex Sifakis is a founder and the President of Jacksonville Wealth Builders (JWB), a vertically integrated single family real estate investment company located in Jacksonville FL. JWB provides acquisitions, rehab, and property management services to a wide array of buyers, as well as manage their own rehab-to-rental Fund. With 7 years (and ~700 houses) of single family experience, and an in-house acquisitions department, construction company, and property management company, JWB is able to procure houses that provide superior returns to what is readily available in the marketplace. JWBs experience extends to all types of houses and areas, A-D (although historically have focused mainly in C & ... (view full description)

Chase Simmons

Chair, Real Estate Practice Group

As the Chairman of the Polsinelli Real Estate Practice Group and the interdisciplinary Real Estate Equity Group, Chase Simmons has his finger on the pulse of the real estate market coast to coast and routinely counsels real estate developers, tenants and investors in all aspects of real estate transactions with a special emphasis on joint ventures and complex finance. In addition to his transactional practice, his expertise with finance means that some of the world's most innovative companies trust Chase and his team to handle their incentives and public private partnerships.  Chase has leveraged his finance and public policy experience for the benefit of a wide variety of market ... (view full description)

Eric Siragusa

MHP Funds, LLC

Eric is a Principal at MHP Funds, LLC ( and currently co-manages multiple mobile home park investment funds. As of May 2015, MHP Funds and its affiliated companies own over 145 parks (est. 3rd largest in the US) and 15,600 lots (est. 6th largest in the US) in 22 states.  Eric has been involved in investor relations, capital raising, and acquisitions including due diligence and underwriting of MHPs. Eric holds a Ph.D. in Electrical Engineering from the University of California at San Diego and has received multiple patents. Since 2008 he has served as President of the of the non-profit North San Diego Real Estate Investors Association, Inc. (NSDREI), one of San Diego's leadin ... (view full description)

William Skelley

Founder, Chairman & CEO

William Skelley is founder and CEO of iFunding, a leading real estate crowdfunding platform ( iFunding is expanding opportunities for all investors to participate in institutional-quality real estate deals, while making it easier for real estate operators to raise funds. William is responsible for business development activities at the company, which has financed over 25 commercial and residential real estate projects with total real estate value of $325 million and average annual returns of over 20%. In 2005, he founded a boutique investment bank that underwrote $2 billion in real estate transactions, ranging from hotels/resorts acquiring hundreds of millions of dollar ... (view full description)

Bob Sonnenblick

Sonnenblick Resorts LLC

Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate development and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast, and as a result is regarded as one of the West Coast's leaders in the field of commercial real estate finance. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beau ... (view full description)

Larry Steinberg

Chief Investment Officer
Financial Architects

Larry Steinberg is an experienced financial adviser, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at conferences and events. Larry started with Wells Fargo while attending Occidental College, went to Transamerica after graduation and was a registered representative of SunAmerica Securities before starting his own firm at age 25.25 years later today, Larry serves two roles within Financial Architects. First, he serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios following the Endowment Model using alterna ... (view full description)

Darryl Steinhause

DLA Piper

Darryl Steinhause is a partner in DLA Piper's Real Estate Capital Markets group. Darryl Steinhause has acted as lead counsel to REITs engaged in raising capital (pursuant to Regulation A and Regulation D) as well as roll-up REITs which were designed to allow owners of real property to contribute their property to an operating partnership in exchange for limited partnership interests. Both the UpREIT roll-ups and stand-alone roll-ups have similar and complex tax and securities considerations.  Mr. Steinhause has also been lead counsel to several preferred-interest offerings in operating partnerships and other REIT offerings. With more than 30 years of experience in highly technica ... (view full description)

J. Martin Tate

Carman Tate Lehnhof Israelsen (CTLI)

Marty counsels his clients on various forms of structured finance, securities matters, private and public offerings, SEC reporting, 1934 and 1940 Act compliance, mergers and acquisitions, real estate financings, venture capital and angel financings, fund formation and compliance, business formation and corporate governance. Over the past five years, Marty has been active in advising clients in the crowdfunding and peer-to-peer lending space, with a particular focus on the JOBS Act, 506 offerings, intrastate offerings and Regulation A. His clients in this space include nationally and internationally recognized platform operators, sponsors, issuers, investors and service providers.  His practi ... (view full description)

Kim Lisa Taylor

Syndication Lawyers, PLLC

Kim Lisa Taylor is a nationally recognized corporate securities attorney with She is licensed as an Attorney in California and Florida. Attorneys have written over 300 securities offerings, enabling their clients to raise over One Billion Dollars. Kim’s practice is focused on helping clients organize and structure private placements, securities offerings, private equity funds, syndications, joint ventures, TICs, and private loan funds under Regulation D, Rule 506; Regulation A+; and California and Florida intrastate securities laws. Kim routinely speaks at nationwide Crowdfunding seminars, educational events and radio talk shows, and she has wri ... (view full description)

Landis Thompson

Director of Business Development

Jeremy Valeda

Managing Partner
Athens Capital Partners

Jeremy is an investment and management consultant located in New York, NY. He's the co-founder and managing partner of Athens Capital Partners which focuses on transaction and transformation advisory as it pertains to restructuring. His particular focus within real estate is around studying and advising around real estate transaction, particularly within, single and multi family. In addition Jeremy provides capital markets advisory for large investment banks, alternative investment groups, and structured finance groups. Jeremy began working in real estate in construction as a teenager and co-founded Athens Capital Partners while attending Harvard Business School. Athens Capital P ... (view full description)

Timothy Wallen

Principal & CEO
MLG Investments

Nick Walsh

President & COO
Global Senior Housing

Nick is a principal of Global Senior Housing, a firm actively developing and providing private equity investments in ground-up senior housing projects in the Western and Southern states. Nick has a diverse background in accounting, finance and real estate development. He graduated from Cal Poly, San Luis Obispo with a Bachelors in Business Administration with a dual Finance and Accounting concentration and an Economics minor which led to position with KPMG in their San Francisco office in 2005. His work was focused primarily on audits for clients in the real estate industry, gaining valuable experience while auditing quarterly and year-end financials and bond offerings for a publicly trad ... (view full description)

Tyson Walter

Private Placement and Investment Banking Principal
Multiple Financial Services

Mark Weinstein

MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Arthur Weissman

Head of Sales and Marketing

Scott White

Mainstreet Investments

With more than 15 years of Wall Street experience, Executive Vice President - Investments, Scott White is responsible for capital development, REIT relationships and strategic initiatives. Prior to joining Mainstreet, he served as a Senior Vice President in the Private Funds Group of Brookfield Asset Management, where he was responsible for raising capital for various alternative asset vehicles across real estate, private equity and infrastructure. His career experience also includes a tenure as Director and Head of Deal Management at Citigroup’s Alternatives Distribution Group. At Citigroup he advised clients on alternative capital raising activities in private equity, real estate, he ... (view full description)

David Wieland

Founder & CEO

David is CEO and Founder of Realized, an online marketplace that links 1031 exchange investors with quality replacement properties from seasoned real estate companies.  For 1031 investors, the Realized crowdfunding platform dramatically reduces the complexity, time and costs of finding a the right replacement property.  For the best estate operators and the right properties, Realized is a new channel for attractively-priced, long-term, programmatic capital. David is a serial entrepreneur who, over his twenty-five career has played a key role in more than $3 billion of institutional real estate and capital markets transactions.  David is the founder of Realized, a mark ... (view full description)

David Zussman

Chairman, President & CEO
Realty Fund Management, Inc.

Our management team operates the Distressed Realty Fund I, LLC that buys foreclosed, REO, short sale and bankruptcy houses. We have invested several million dollars of our accredited clients money into distressed houses that have all been purchased and renovated for cash. The finished houses are rented producing income and eventually sold producing profits for our investors. Our investors have been receiving quarterly income payments for several year.Over the last 3 years, management has purchased approximately 150 distressed houses and properties at lender held auction throughout the nation. We have also purchase houses in Federal Bankruptcy court. The Distr ... (view full description)

Joaquin de Monet

Managing Principal
Palisades Capital Realty Advisors

Executive level organizational leader with both domestic and international experience building investing, operating, portfolio and asset managing businesses. An ambidextrous leader having led multi-billion dollar businesses/portfolio through both growth and crises. Career highlighted  by serving 7 years (2006 - 2013) as President and CEO of Arden Realty, a $5B fully integrated national operator (former REIT), and by 2 years as Managing Director, Global Leasing & Operations, GE Capital Real Estate, overseeing a $25B global portfolio and 6 years building a full-service $3.5B lending and investing business in Mexico. Experience combined to produce $15B in transactions, $5B ... (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 2nd Annual Crowdfunding Forum for Real Estate


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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

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  • 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.

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    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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