This is a past event. To see the list of our current events, please click  HERE

Elvin Ames

Managing Member
Golden Eye Investments LLC

Elvin Ames is the managing member of Golden Eye Investments LLC, a New Jersey based real estate investment company that specializes in buying, fixing and flipping or renting 1-4 unit properties. He and his team have successfully completed over 70 renovations to date. Mr Ames is a former U.S. Marine Corps infantry sergeant, he has a double major from Rutgers University business school in Management and Marketing and currently attends NYU where he is completing his Masters in Real Estate Development. He has sat on Panels with the likes of Governor Paterson the former Governor of NY discussing Crowdfunding in real estate.

Ameet Amin

JOSS Realty Partners LLC

Mr. Amin is a Principal at JOSS Realty Partners. As the Head of Acquisitions, Mr. Amin is responsible for the identification and evaluation of new investments. Since joining in 2007 he has purchased, financed, managed and sold over $750 million of commercial real estate across 17 single property investments totaling over 2.5 million square feet. Mr. Amin oversees the sourcing, negotiation, underwriting and execution of principal investments and plays a central role in capital raising and executing joint ventures, recapitalizations and dispositions. Prior to joining JOSS, Mr. Amin served as Deputy Chief Operating Officer of U.S. Investment Banking at Deutsche Bank where he helped the divi ... (view full description)

Nav Athwal

Founder & CEO

Nav Athwal is the founder and CEO of RealtyShares. Athwal oversees company planning, investor fundraising across the platform and overseeing all deal activity. Nav started his career as an electrical engineer, before transitioning into real estate law. He worked as a Real Estate and Land Use Attorney at Farella Braun & Martel, LLP. As an attorney, he led some of the largest mixed-use, residential commercial and renewable energy real estate projects in California. RealtyShares is a marketplace that affords Accredited US Investors the opportunity to invest in debt and equity real estate deals across the United States. To date, RealtyShares has successfully funded over 150 real ... (view full description)

Dan Baird


Dan is our strategy lead and a product design and launch specialist. He began his professional career at 19 as co-founder of LoveSac Furniture Co. and two franchises. He later received an MBA from Thunderbird in branding and entrepreneurship, and was hired byConAgra’s Marketing Innovation group to design and launch businesses for some of the country's most well-knownbrands.  In 2013,  Dan founded Crack the Crowd and joined CrowdEngine as VP, leading sales, marketing, and launching dozens of crowdfunding platforms, including the first equity platform to reach $1 billion in offerings. 

Chris Baker

Baker Empire LLC

With over 10 years of experience, Chris Baker heads Baker Empire LLC as its CEO. His experience includes multi-family real estate acquisitions, re-sales, rehabs and flips. Chris understands that crowdfunding is rapidly changing the real-estate investment market as he has done several successful deals through multiple crowdfunding platforms for his real estate projects. He sees this as the new wave of investing for developers. Chris Baker received a BA from Rutgers University, New Brunswick.

John Balboni

Sullivan & Worcester LLP

John G. Balboni is a partner in Sullivan & Worcester's Boston-based Real Estate and Corporate Practice Groups and heads the firm's Real Estate Finance Group, focusing on debt and equity transactions. His practice in real estate and finance law includes private/preferred equity investing, structured real estate transactions (with a focus on foreign investors), syndicated real estate projects, including limited partnership, limited liability company and tenant in common interests, lending matters and fund formation. His clients include real estate companies, hedge funds, insurance and finance companies, developers, investment bankers, local, national and international banks, REITs and other in ... (view full description)

Mike Bednarski

Managing Partner
Broome Capital

Broome Capital, LLC. is a Tampa-based real estate investment firm specializing in the housing sector across the Southeast. Broome Capital owns Proluxe Properties and Icon Residential, two platforms that invest in the SFR space and develop urban infill housing, respectively.  Mike Bednarski is a Principal of Broome and a 2nd generation operator/investor 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.

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)

Phil Block

Senior Managing Director
Realty Mogul, Co.

Philip Block is the Senior Managing Director of’s capital markets group responsible for developing and managing institutional investors and capital partners. Phil was previously the VP of Corporate Finance and Capital Markets at Centerline Capital Group where he was responsible for new business development and capital-raising activities. Prior to joining Centerline, Phil held leadership roles at Dominion Capital Advisors, a real estate private equity / mezzanine fund, and in the real estate investment banking group at Cantor Fitzgerald.  Mr. Block earned a Bachelor of Business Administration degree in Finance from George Washington University, cum laude, and is a graduate of ... (view full description)

Al Bokhour

Bokhour Developments

Brent Brague

Vice President of Sales
CrowdEngine, Inc.

I help companies access more capital and investors to fund their projects through owning their own white label crowdfunding portals. CrowdEngine is the premier white label crowdfunding solution for companies who what to: 1) Promote their own brand. 2) Keep their investor relationships their own. 3) Showcase their deal flow. 4) Provide a better investor experience. 5) Streamline and automate business and investing processes. 6) Attract more investors, deals, and projects, as you gain more brand awareness in the market place. 7) Establish yourself as a market leader. 8) Leverage the power of the internet to boost your business.

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Experience: Mr. Braha has been the managing member of Berkley Acquisitions LLC, a commercial real estate acquisitions company, since April 2008. Mr. Braha has explored various commercial trade opportunities in more than 50 countries. Mr. Braha has over 20 years of experience in the real estate industry, including raising capital as a developer and lead syndicator of commercial real estate as a principal, developer and property manager. In addition, he has arranged lease transactions, acquired multiple types of commercial, residential and industrial properties, and consulted and co-invested in various types of real estate. Mr. Braha has acquired, owned, managed, and operat ... (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)

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)

Sanford Coggins

VisionWise Capital

Sanford began his professional career as a Commercial Loan Officer at RepublicBank Dallas underwriting loans for real estate and energy related credits. He has since then served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions. In 1985, Sanford left the brokerage community and was engaged as an Advisor to a $50 million Receivership appointed by the California Department of Corporations to work out a portfolio of mixed use assets ranging from retail and operating businesses to single and multifamily residential. This cumulative experience has given Sanford an extensive knowledge of real estate acquisitio ... (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)

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)

Larry Davis

Shorewood Real Estate Group

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

Founding Partner
Papagayo Development Group

David M. Disick, JD is the founding principal and partner in The Fractional Consultant which helps developers finance, market and sell their resort or urban projects. DMD is an experienced developer and former partner in a Wall Street law firm and thus offers clients a combination of business savvy, financial smarts, legal expertise, and hands on development, marketing and sales know-how. The Fractional Consultant is the preeminent North American firm specializing in advising fractional (and whole ownership) real estate developers. The company has served and is serving clients in the United States, the Caribbean, Europe, Africa and Southeast Asia. Mr. Disi ... (view full description)

Alan Donenfeld

CityVest Capital

Alan Donenfeld is the founder, General Partner and Portfolio Manager of a group of investment companies. For over 35 years, Alan has been focused on investing in, advising and financing real estate and companies. Mr. Donenfeld is CEO of CityVest - a real estate investment portal ( which invests $1 million to $10 million of equity and debt capital for commercial real estate investments. CityVest will co-invest and JV with real estate sponsor/operators to complete the financing of real estate acquisitions and refinancings. For 20 years, he has been President of Bristol Investment Group, a FINRA broker-dealer, registered with the Securities and Exchange Commission. In th ... (view full description)

Joey Gabaldon

Ascenergy LLC

Joey Gabaldon, CEO Ascenergy | Sole Founder of Baja International | Co-Founder Southern Star Resources | MBA University of New Mexico | As CEO of Ascenergy, Joey Gabaldon leads the team in pioneering and implementing a sophisticated hedged oil exploration company from the ground up. Earlier in his career, Joey developed and applied his proprietary hedging methods to the stock market and was able to retire at an early age. Prior to becoming a sophisticated private hedge fund trader, Joey founded Baja - a multi-million dollar international wholesale manufacturing & exporting company that featured distribution outlets internationally including Sony, Target, Nine West, Merry Go Round, ... (view full description)

Dan Graham

Head of Underwriting

Dan runs PeerStreet's partner relations and underwriting departments where he draws from his broad range of experience in real estate which includes: sourcing equity and debt investments, underwriting acquisitions, asset management, underwriting and managing pools of distressed debt, and operations and technology-related projects for the single family residential space. Dan began his career working in fixed income sales for Prudential, Deutsche Bank and Morgan Stanley, offering a full range of fixed income securities including treasuries, agencies, corporates, municipal bonds, ABS, MBS, CMBS and CDO's. Prior to PeerStreet Dan founded a real estate consulting business. Dan graduated from Vand ... (view full description)

Bryan Hancock

Inner10 Capital

Bryan Hancock leads the strategic vision behind Inner 10 Capitals real estate investments. With over 11 years of industry experience, Bryan is passionate about real estate and has led acquisition and investment efforts working closely with leading firms in Austin and California.

Jay Hartman

Head of Investments

Jay runs the investment team that evaluates and decides which loans will be available on the PeerStreet platform. Before PeerStreet, Jay was a Managing Director of Paladin Realty Partners, where he worked from 1998 to 2014, and served on the firm’s investment committee. Founded in 1995 by the ex-U.S. Treasury Secretary William E. Simon, Paladin is an institutional real estate investment fund manager that has acquired or developed assets in the United States and Latin America with a total capitalization in excess of $5 billion. Jay's responsibilities at Paladin included a lead role in selling the firm's REIT, in a $210 million transaction. Prior to Paladin, Jay worked for Sanwa Bank, where he ... (view full description)

Benjamin Hellweg

Head of Acquisitions
Home Partners of America

Harold Hofer

Chief Executive Uncle

Harold Hofer is founder and Chief Executive Uncle of is the leading real estate Crowdfunding platform focused exclusively on the non-accredited investor. has developed a unique, proactive social media campaign to engage with non-accredited investors. ”You can’t have a Crowd . . . without the Crowd.” Harold has broad experience in commercial real estate investment and syndication, having participated in transactions exceeding $2B in value both as a principal and as a broker. Harold received undergraduate, Masters (Economics) and Juris Doctor degrees from UCLA, where he was a member of the UCLA Law Review.

Adam Hooper

CEO & Founder

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (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)

Robert Lee

Urban Renewal Partners

The Beverly Park Group is a private capital-family office that invests in niche product types as active investors including value-add/workforce multi-family, student housing, self-storage, medical office, manufactured housing and mixed-use redevelopment. BPG is opportunistic/Value-add focused and will consider co-investment with other GP's as Co-investors. BPG does not invest into funds. The geographic focus is the sun-belt from CA to North Carolina and south of that line. We also will look at west coast and north west to Colorado opportunities.  BPG uses private capital through the family office to invest into GP positions and works with larger capital partners where needed due to long stan ... (view full description)

Dewayne Lener

Director of New Business Development
Ascenergy LLC

Dewayne Lener is a public speaker and sought after investment and tax consultant with over 37 years of land acquisition and investment experience in the oil and natural gas industry. He was a key member with Petromax Operating Company and later with EMAX Legacy Partners as Vice President of Marketing. Dewayne currently heads up New Business Development for Ascenergy, a successful and rapidly expanding oil and gas production company. Dewayne’s tax expertise helps him advise clients to achieve maximum returns using tax-free growth vehicles within tax laws, allowing investors to benefit from tax-free growth and income.

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.

Arik Lifshitz

DSA Property Group

Arik Lifshitz is the CEO of DSA Property Group, which is a real estate holdings firm and parent company of DSA Development Co., DSA Realty Services LLC, and DSA Management Co. Inc. As president of DSA Management Co Inc., and chairman of DSA Realty Services, he is responsible for the coordination and management of all corporate matters. Lifshitz has been an integral part in growing the private, family-owned operation from a small management company founded in 1986 by Lifshitzs father Howard to a multi-national organization with over 100 employees.Lifshitz assumed full control over day-to-day operations of DSA Management Co. Inc. in 2005. He now heads the expansion efforts of the c ... (view full description)

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)

Peter Lukas


Peter is a partner in KPMG’s Financial Services Practice with over 25 years servicing national and multinational companies in the real estate, investment management and commercial banking industries. His range of experience includes positions in the assurance, risk consulting and forensic practices, and also includes a four-year assignment in the firm’s Tokyo office and a two-year rotation with KPMG’s National office, the Department of Professional Practice. Peter specializes in all aspects of the real estate industry including real estate investment funds and trusts, real estate debt funds, mortgage banking entities and property managers. Peter leads KPMGs alternative finance practic ... (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)

David Manheimer

Co-Founder & Partner
Brooklyn Standard Properties

David co-founded Brooklyn Standard Properties (BSP) in 2013. David has over 12 years of financial market experience working for some of the largest European banks. Over those 12 years, he traded, sold and managed trillions of corporate credit and residential mortgage backed securities. Most recently, he managed the EUR 6 trillion CDO portfolio at KBC Bank where he was asked to oversee a team of traders in order to maximize the portfolio's returns. Prior to running the team, David helped grow the KBC CDO business to be one of the largest and most active teams on Wall Street. He is a graduate of Washington University in St. Louis, where he received a BSBA from Olin Business school ... (view full description)

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)

Jay Massirman


JAY MASSIRMAN serves as founder and President of Rivergate Companies, a full service management, investment, development and advisory firm headquartered in Miami, Florida. Jay has 30 years' experience in real estate sector and has been involved in excess of $10 billion in transactions in his career. Prior to forming Rivergate Companies, Jay spent 20 years with CBRE, a global real estate service provider. As a Vice Chairman, he was a perennial top producer and was actively involved in the sale and financing of more than 400 transactions of all product types including over 76,000 multifamily units. Real Estate Interests: Rivergate Companies is a vertically integrated real estate platform with ... (view full description)

Richard McCay

Tieback Realty Finance, Inc

Richard is a Managing Director of Tieback Holdings LLC, a real estate development and advisory firm. He is the CEO and Co-founder of Tieback Realty Finance, Inc. and is responsible forleading  the development of its crowdfund platform. He is a California CPA and real estate broker with a NMLS endorsement. He graduated from Haas School of Business at UC Berkeley. Additionally, he received a Masters of Taxation from Golden Gate University while working full time for PricewaterhouseCoopers in San Francisco and also was a Manager in the Real Estate Consulting Group of Kenneth Leventhal & Co. [acquired by Ernst & Young].

Mark McKeever

Director, Advisory, Regulatory Risk

Aaron Mesmer

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

Aaron M. Mesmer is a Principal of Block Funds and a member of the firms investment committee. Aaron joined Block Funds in 2005 and is responsible for acquisitions, dispositions and fundraising. Since joining Block, Aaron has been involved in over 125 investment real estate transactions valued at more than $750 million. Aaron has also been involved in multiple developments encompassing 350 acres and more than 4.2 million square feet of planned vertical construction. Aarons transaction experience includes the sale and development of industrial, multi-family, office, medical and retail properties. Prior to joining Block, Aaron worked for Cohen-Esrey as a member of the Investment &am ... (view full description)

Maksim Netrebov

Maks Financial Services

Maksim Netrebov is the founder and president of Maks Financial Services, a registered investment advisor in Princeton, NJ. As an independent advisor, Maksim & his company work with their clients, to help simplify their lives by providing ongoing, financial planning and asset management services. Maks Financial Services employs comprehensive financial planning and alternative investments to create a holistic, risk managed strategy for their clients. Prior to founding Maks Financial Services in 2009, Maksim Netrebov spent time at UBS Financial Services and Ameriprise Financial, then known as American Express Financial Advisors. Mr. Netrebov attended Pace University where he studied In ... (view full description)

Jorge Newbery

Activist Legal LLP

Jorge P. Newbery is Founder and Partner with Activist Legal LLP, a creditors rights firm which co-counsels in 29 states to provide effective and cost-conscious legal services in foreclosure, bankruptcy, eviction, and other default related matters. Newbery is also Founder and Chairman of American Homeowner Preservation and AHP Servicing. He conceived Activist Legal from a note investor's perspective to prioritize resolutions, accelerate timeframes, and cut costs.  A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from ... (view full description)

Rodrigo Nino

Prodigy Network

Tony Olivo

Director of Business Development
PEF Services LLC

Tony Olivo is the Director of Business Development at PEF Services LLC with extensive knowledge and experience in fund administration for numerous fund asset classes and is responsible for the western US expansion efforts of the firm. Shortly after obtaining his Bachelor of Science degree in Business Administration from California State University Fresno, Mr. Olivo began his career with Phoenix American Financial Services a leading fund administrator servicing retail investor based alternative investment funds. During his time at Phoenix American, Mr. Olivo progressed through all levels of operations and management to the head of business developement for the firm. During this time, Mr. Oliv ... (view full description)

Daniel Oschin

Chief Strategy Officer
Shopoff Realty Investments, L.P.

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the companys platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than twenty five years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of ... (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)

Mitch Paskover

Managing Partner
Trion Properties

Mitch Paskover, co-founder of Trion Properties, has responsibility for the financial activities of the firm, including work on acquisitions, dispositions, asset management and expansion planning. Paskover brings his 18 years of experience in the multifamily industry to bear on this role. Since co-founding Trion in 2006, he has helped direct the acquisitions of 42 properties consisting of over 2,050 units valued at $350 million. He was also instrumental in the raising of Trion’s first fund, Trion Opportunity Fund I. During the course of his career in commercial real estate, Paskover has been involved in over $2 billion in commercial real estate transactions. Prior to co-founding T ... (view full description)

DJ Paul

DJP&Co. Consultants & Advisors

Justin Pierce

Founder & President
Snow Goose Homes

Justin Pierce is the founder and President of Snow Goose Homes, LLC a real estate investing firm focused on residential renovations and resale and on small residential and commercial development in the Washington D.C. Area. Justin’s primary focus is on identifying opportunities and raising capital. Mr. Pierce is also a writer and a regular contributor to the Washington Post’s “Where We Live” Real Estate Section. He writes about the realities of real estate investing with a focus on Real Estate Finance as the lifeblood of the business. Mr. Pierce is both an expert on and a consumer of the private financing industry. He has raised millions of dollars through private sources for variou ... (view full description)

Darren Powderly


Darren started CrowdStreet in 2012 after recognizing the need to digitize and democratize the private equity real estate investing process. CrowdStreet's Fundraising & Investment Management technology solutions help investors and sponsors connect, transact and communicate over time. CrowdStreet Marketplace, the #1 direct-to-investor CRE capital marketplace in the U.S., provides qualifying sponsors access to a global audience of 34,000+ investors in order to raise equity for their offerings. Sponsor Direct is a white-label investment management software that enables sponsors to digitize their offering distribution, fundraising, and investor relat ... (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)

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)

Max Sharkansky

Managing Partner
Trion Properties

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Sharkansky has led the acquisition, renovation, and disposition of over $60,000,000 in assets, yielding an average IRR in excess of 50%. Prior to cofounding Trion Properties, Sharkansky was a Senior Associate at Marcus & Millichap from 2002 through 2006. While at Marcus & Millichap, Sharkansky managed the sale of several million dollars in real estate throughout the continental United States, specifically in the multi-family arena, elevating him to one of the top-ranking brokers in the West Los Angel ... (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)

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)

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)

Bryan Smith

Chief Executive

Bryan Smith is Co-Founder and CEO at RealtyWealth is the first Real Estate Crowdfunding portal to exclusively offer Institutional Quality, Passive Commercial Real Estate Investments to U.S. Accredited and Foreign Investors by way of Corporate-backed Net Lease Properties. RealtyWealth has signed a marketing deal with in China and is also targeting South African, UK, European and Latin American investors. Bryan is Real Estate professional with more than ten years experience at an executive management level including Chief Executive Officer of a Johannesburg Stock Exchange (JSE) publicly listed real estate company. Accomplished lea ... (view full description)

Mark Solovy

Managing Director, Technology Finance Group
Monroe Capital

Mr. Solovy is a Managing Director of Monroe Capital, an asset manager with approximately $9.1 billion in assets under management. Mr. Solovy is responsible for co-leading relationship sourcing and the origination of Monroe’s investments within the software, technology and tech-enabled services industries. He is also the primary investment professional responsible for Monroe’s co-sponsorship and PIPE investment activities with a series of technology focused SPACs. Mr. Solovy has over 20 years of private equity, venture capital, and investment banking experience. Prior to Monroe, Mr. Solovy was a Managing Director in the Palo Alto and Chicago offices of Hercules Technology Growth C ... (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)

Tore Steen

CEO, Co-Founder
CrowdStreet, Inc.

Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises. Prior to CrowdStreet, Tore was instrumental in leading the product, sales, marketing, and business development efforts for Janrain, taking them from early stage rapid growth phases to becoming the recognized leader in the social identity space with a full user management platform and global enterprise customers. He has held senior leadership roles as the Vice President of Business and Corporate Development at WebTrends and Director of Business Development at EarthLink. Tore earne ... (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)

Jerusha Thomas

Income Property Buyer

Income Property Buyer Residential and Commercial income property is bought directly from Owners/Sellers in the areas of the Westside of Los Angeles ...Venice, Santa Monica, Malibu, Pacific Palisades, etc. I cater to diversity and those outside the established financial mainstream system. Creative financing is preferred with the use of nonqualifying assumable mortgages, Seller Financing, OWC (Owner Will Carry), future equity share and other situations. Sellers may include the international, glbt community, all genders, all races and etc. I welcome the honest, trustworthy and those who act with respect, intelligence, discretion and genuine sincerity throughout the purchase process. Ever ... (view full description)

George Vallone

The Hoboken Brownstone Company

As President of The Hoboken Brownstone Company (HBCo) -- a multi-faceted real estate development firm active along New Jersey’s Hudson River “Gold Coast” -- George Vallone, along with his friend and Business Partner for over 37 years - Chief Operating Officer Daniel Gans, has compiled extensive experience in urban housing through a socially conscious approach to development.  Their mission statement is “Quality real estate development means quality community development.”   His firm has been responsible for renovating brownstones, brick row houses and has built mid-rise and hi-rise condominiums in Hoboken and Jersey City. His development companies specialize in large mixed-use Br ... (view full description)

Kim Wales

Wales Capital

Kim Wales has 17 years of experience in the banking industry. In 2012, she founded Wales Capital (, a boutique advisory and management consulting firm and CrowdBureau (, a Rating & Research Agency, both headquartered in New York City. She is a sought after thought leader, speaker, author, policy reformer and democracy activist on matters related to the JOBS Act focusing on reviving economic stability for emerging growth companies with transparency for investors. Kim is ranked as one of the Top 10 Most Influential people in Securities Based Crowdfunding (equity and debt) globally – her recommendations to the Commission were cited 10 percent final p ... (view full description)

Arthur Weissman

Head of Sales and Marketing

Arthur is an industry expert leading the transformation of private investing from offline to online. At WealthForge, Arthur heads sales and marketing helping to make raising private capital faster and easier than ever before. Prior to WealthForge, Arthur was the co-founder of Market76, an industry leading financial advisor technology platform as well as Main Line Group Wealth Management, a boutique registered investment advisor. He has held strategic roles for Global 500 companies including Citigroup and Telstra and has extensive experience working throughout Asia and emerging markets driving technology business development and strategy.

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)

Timothy White

Special Counsel
US Securities and Exchange Commission

Timothy White, Jr. serves as a Special Counsel in the Office of Chief Counsel of the Division of Trading and Markets at the U.S. Securities and Exchange Commission. Prior to joining the Division of Trading and Markets, Mr. White served as a Special Counsel in the Office of Compliance Inspections and Examinations at the SEC. Mr. White’s expertise includes broker-dealer registration issues, crowdfunding initiatives under the JOBS Act, penny stock disclosures, peer-to-peer lending, and EB-5 immigration visa programs. Prior to joining the Commission, Mr. White worked as a broker-dealer/investment adviser attorney at a Washington, D.C. law firm. Mr. White received his J.D. from the Duke Unive ... (view full description)

Kristen Young

Sullivan & Worcester LLP

AdaPia d'Errico

Chief Marketing Officer
Patch of Land

AdaPia is an entrepreneur, investor, and mentor with broad experience across retail banking, financial planning, international finance and capital markets, intellectual property development, crowdfunding and online community building. As Chief Marketing Officer at Patch of Land, she leads strategic partnerships and drives brand awareness while positioning the company at the forefront of P2P real estate lending and debt crowdfinancing. She has co-founded two businesses with women partners, coached entrepreneurs, taught and mentored business students, and frequently speaks on Women 2.0 topics in crowdfunding, entrepreneurship, and fundraising for start-ups. AdaPia has a BBA from the Universit ... (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)
Sign In
Sign in with LinkedIn
Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for The Crowdfunding Forum for Real Estate


Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password