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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)

Robert Antonio

Founder & President
Antonio Financial Group

Mr. Antonio is the President of the Antonio Financial Group, a Registered Investment Advisor headquartered in Irvine, CA. He has served in various capacities at Fidelity Investments and Wells Fargo Investments. Before entering the investment industry, he served honorably in the United States Navy aboard the USS Constellation (CV-64) and USS Tarawa (LHA-1). He graduated from the University of North Carolina at Chapel Hill with a degree in Economics. Mr. Antonio is a CERTIFIED FINANCIAL PLANNER™ Practitioner and serves as a Director for the Financial Planning Association of Orange County. His firm is a member of Real Estate Investment Security Association (REISA), Financial Planning Associ ... (view full description)

Sydney Armani

CEO
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)

Dan Baird

CEO
CracktheCrowd.com

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. 

Mike Bendix

CEO
DFPG Investments, Inc.

Mike Bendix is co-founder and CEO of DFPG Investments, Inc., a nationwide broker-dealer based in South Jordan, Utah, and currently chairs DFPG’s Real Estate Investment Committee.  Additionally, Mr. Bendix is the President of Bridge Equities, Inc., a branch office of DFPG located in Encinitas, California. Mr. Bendix has over 25 years of experience in the financial services and real estate industries. Prior to his involvement with Bridge Equities and DFPG, Mike was an investment real estate representative for two national broker-dealers, specializing in raising capital for securitized commercial real estate offerings. He also owned both a mortgage company specializing in financing ... (view full description)

Joel Block

CEO
InvestorValet

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)

Jim Borzilleri

President
CrowdEngine, Inc.

Jim is the President of CrowdEngine, Inc., a co-founding member of the Crowdfunding Professional Association (CfPA), a software-as-a-service (SaaS) industry expert, and a specialist in building and managing complex software platforms. He is the founder and board member of several leading technology companies, and has built, managed, and sold several software businesses over the last decade. A rare combination of marketing expertise and tech savvy enables Jim to use out-of-the-box thinking to turn cutting edge ideas into successful enterprises. Specialties: FinTech, Crowdfunding, Crowdsourcing, A/B & Multivariate Testing, Mobile Marketing, SEO, PPC, and web development.

Elizabeth Braman

Chief Production Officer
RealtyMogul.com

Elizabeth is the Chief Production Officer at RealtyMogul.com and sits on RealtyMogul.coms Investment Committee. An award winning finance executive and CCIM with 15 years of experience in commercial real estate, Elizabeth is responsible for leading all equity and debt real estate investment opportunities. Previously she was with ReadyCap Commercial, where she headed originations for a national small balance commercial real estate platform. Elizabeth earned her JD and MBA from George Washington University.

Mark Crawford

President
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.

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)

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)

Gashar Dixon

Principal
Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned bot ... (view full description)

Stephen Duffy

Managing Director
Moss Adams Capital LLC

Mr. Duffy is the leader of the real estate investment banking business in Moss Adams Capital. He has more than 30 years of real estate consulting and capital markets experience. Mr. Duffy has been a partner at both Kenneth Leventhal & Company and Ernst & Young LLP. In addition, he has operating executive experience as a chief operating officer, principal, and managing principal in the multi-family industry and the institutional real estate private equity sector. Mr. Duffy has worked with a wide variety of the leading private and public real estate operating companies across product types, the capital stack (equity investors and lenders), and domestic and international markets. He has sig ... (view full description)

Roger Faulkner

CEO
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.

Jason Fritton

Chief Executive Officer
Patch of Land

Joey Gabaldon

CEO
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)

Don Ganguly

Chief Executive Officer
HomeUnion Inc.

Don Ganguly is the founder and chief executive officer of HomeUnion, an online real estate investment management firm specializing in single-family rental (SFR) investment properties for the individual investor.Mr. Ganguly is an entrepreneur and expert in the acquisition and management of distressed residential real estate. He was the founder and chief executive officer of what is now Oracle Financial Services BPO (originally Equinox), a subsidiary of Oracle, that provides loan processing, servicing and back-office financial reporting services for banks and large private equity investors.He was also an advisor to Acqura Loan Services, a special servicer of distress ... (view full description)

Evan Gentry

CEO
Money360

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)

Bernie Glieberman

Manager
HRS Communities

Bernard Glieberman was born in Detroit in 1939, into a family of builders and real estate developers. At the age of 17, upon the untimely death of his father, Bernie entered the family real estate business. His ensuing duties enabled him to only attend college part-time where he took classes in business and accounting. By age 21, Bernie had become a full partner in another Detroit real estate firm and was responsible for the purchase, development and management of apartments, single family homes and other properties. Glieberman has been a part of the historic fabric of housing and development connected to the City of Detroit for over five decades. In the late 60’s, he established his own fir ... (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)

Aaron Gorin

CIO
Cedar Grove Capital LLC

  Aaron is Chief Investment Officer and the Founder Partner at Cedar Grove Capital, a real estate investment firm focused on  investing in asymmetric risk-reward opportunities associated with acquiring, enhancing, and managing class B and C multi-family assets located primarily in the Mid-Atlantic and Southeast United States.  Cedar Grove's proven operating strategy of assembling, stabilizing, optimizing, and recapitalizing regional packages leverages economies of scale, operating efficiency, and portfolio cap rate premiums to deliver superior risk-adjusted returns for its Investment Partners.&nbs ... (view full description)

John H. Grady

Chief Operating Officer
We Are Crowdfunding

John H. Grady is a Director at We Are Crowdfunding and a veteran business executive with over 25 years experience in the financial services industry. He is a thought-leader who has been at the forefront of understanding regulatory developments underpinning the evolution of the financial services industry and the creation of crowdfunding platforms. John is an active participant in industry associations, including REISA, and holds several FINRA licenses.

Jon Haahr

Founder & Senior Managing Principal
silver portal capital

Mr. Haahr founded Silver Portal Capital and is its Senior Managing Principal, having over 25 years of experience in real estate and the capital markets, with a track record that exhibits a depth of investment banking, investment advisory and capital raising expertise. He directs a team that provides services in the areas of strategic/financial advice and capital formation to a focused group of private and public real estate clients owning/operating all types of commercial, healthcare, and hospitality properties. Mr. Haahr has also worked extensively in the non-traded REIT sector, providing strategic/financial advice to senior management teams and boards of directors. He has been managing und ... (view full description)

Sam Hales

Chief Executive Officer
Saratoga Group

Private Equity Real Estate fund manager with $65M+ AUM and Founder of the Saratoga Group. Sam has 15 years of Real Estate and Management experience in distressed asset workouts, land development, redevelopment and lease options. Aside from being the lead investor/developer in the entitlement and development of large tracts of land, since 2009, he has been actively purchasing single-family properties in the Sacramento and Bay Area markets.  He has developed/purchased office buildings, industrial buildings, multi-family buildings and is developing a boutique hotel.  Since 2017, the focus at Saratoga Group has been the purchase, revitalization and operation of Mobile Home Parks.    ... (view full description)

Benjamin Hellweg

Head of Acquisitions
Home Partners of America

Jilliene Helman

Chief Executive Officer
RealtyMogul

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)

Harold Hofer

Chief Executive Uncle
Rich-Uncles.com

Harold Hofer is founder and Chief Executive Uncle of Rich-Uncles.com. Rich-Uncles.com is the leading real estate Crowdfunding platform focused exclusively on the non-accredited investor. Rich-Uncles.com 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
RealCrowd

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)

Joey Jelinek

Founder & CEO
GroundBreaker

GroundBreaker is the largest disintermediated real estate crowdfunding marketplace and white-label portal builder. GroundBreaker provides real estate companies with their own crowdfunding website and gives them access to thousands of accredited investors through the use of GroundBreakers marketplace. Before founding GroundBreaker, Joey spent his career fundraising for institutional real estate owners on Wall Street. Joey transacted over $14 billion in real estate ventures and investments at Morgan Stanley and served as the COO of CBRE Florida Capital Markets. Joey also built Morgan Stanley's mortgage trading platform, allowing the bank to securitize trillions in mortgage backed securities ... (view full description)

Brew Johnson

CEO & Co-Founder
PeerStreet

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)

Benjamin Kimmich


Envision Investing Group LLC

Wally King

Director
Ascenergy LLC

Wally is the Director of Sales and Marketing for Ascenergy, “Responsibly Turning Oil into Investor Monthly Returns”. He leads Ascenergy’s sales and marketing success with their crowdfunding, friends and family and broker-dealer initiatives. Ascenergy has successfully raised over $2Mil in the last 9 months since their November 2013 launch date and went from no views to the top 10 most viewed on their first crowdfunding platform equitynet.com. Prior to Ascenergy, Wally co-founded a successful Corporate Wellness startup, has held executive management roles at Hertz and Zipcar and has been investing in real estate, oil, gold and silver since 2005. Wally is a graduate of the University of Califor ... (view full description)

Melinda "Mimi" LeGaye

President
MGL Consulting, LLC

Melinda ("Mimi") G. LeGaye, is President and Founder of MGL Consulting, LLC, a full service consulting firm which provides compliance, registration and litigation support services to broker/dealers and investment advisors, located across the US and internationally. Ms. LeGaye has over 30 years experience in the compliance and real estate investment industries. Having served as President of a limited broker/dealer which wholesales interests in a publicly registered, non-traded REIT; as well as President and or Chief Compliance Officer of several small investment banking and or private placement broker/dealers which were involved in Reg D private placements including but not limited to real es ... (view full description)

Richard Liebman

Managing Director
Blue Lion Capital

Richard Liebman heads the Investment Office for the Maybach Family in San Francisco. The Family Office is already in its fourth generation as a family business originated by Wilhelm Maybach who designed the first Daimler automobile in 1901. His son, Karl Maybach pioneered the development of industrial and commercial diesel engines and introduced renowned the Maybach Automobile in the 1920’s. Mr. Liebman’s work covers three main areas: Real Estate Development- The office focuses on developing properties primarily the in San Francisco and the Lake Tahoe Region. The family was an early pioneer in revising the Hayes Valley Neighborhood, and won several awards for its state of the art, ... (view full description)

Todd Lippiatt

CEO
Aristone Capital / Propellr

Todd Lippiatt is CEO of Propellr, an investment firm specializing in alternative assets. He also serves as Managing Principal of Aristone Realty Capital, a private commercial real estate lender that has originated over $267 million in structured credit investments. Todd founded Aristone in 2006 after a succussful career on Wall Street working at such firms as Morgan Stanley, CSFB, and DLJ (now Credit Suisse). In his 25-year career in finance, Todd has demonstrated creativity and expertise in extracting value from large and complex commercial real estate projects in New York City, Los Angeles, San Francisco and Aspen, delivering superior risk-adjusted returns to an investor-base that includes ... (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)

Jay Massirman

President
Eden

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)

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Richard McCay

CEO
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].

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)

Ariel Neuman

Trial Attorney
Bird Marella

Ariel Neuman is a trial lawyer who focuses on white collar criminal defense and complex civil litigation. He currently represents several corporate executives (foreign and domestic), doctors, and medical and health facilities under investigation by federal and state authorities, as well as an international corporation named in a case brought by the SEC, and a national corporation seeking to protect its trade secrets. As part of his practice, Mr. Neuman also conducts internal investigations of both multinational and local corporations. Before joining Bird Marella in 2014, he served as a federal prosecutor in Los Angeles for almost seven years. At the United States Attorney’s Office, Mr. N ... (view full description)

Jorge Newbery

Partner
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)

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)

Michael Palmer

Managing Director
California Real Estate Regional Center

Mr. Palmer's Realty Center Management Inc. and Parliament Inc. own the controlling interest and manage approximately one million square feet of commercial office buildings and 8,000+ units of residential property. He has been part of an acquisition and development group that has funded over a billion dollars of acquisitions here in the U.S.He is a Certified Public Accountant in the State of California and founding partner of Parks Palmer Turner & Yemenidijian. He has served in a variety of positions including, Managing Director of Hollywood Park Casino and The Board of Director Western Waste Industries (NYSE). He served a four-year term on the California Gambling ... (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)

DJ Paul

Chief Strategy Officer
Propellr

As Chief Strategy Officer with Propellr, DJ Paul develops solutions to facilitate and expand private and alternative asset transactions, including crowdfunding and 506/Regulation D securities.DJ has testified before Congress on securities issues and the JOBS act. He is nationally known for his expertise in regulatory compliance and electronic infrastructures and is regarded as one of the pioneers of the crowdfund investing movement. He is frequently asked to publish and speak on themes related to regulatory compliance and sustainable policies and practices related to crowdfund securities.His desire to find solutions that work for investors, issuers and federal policym ... (view full description)

Richard Pearson

Chartered Financial Consultant
Next Level Wealth

Melanie Pennell-Mayer

Principal & COO
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. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

Alexander Philips

CEO
TwinRock Partners, LLC

Mr. Philips is a co-founder of TwinRock and is responsible for the overall strategic direction of the firm’s investment strategy including the development of new investment opportunities, portfolio management and the company’s operations. Prior to forming TwinRock Partners, Mr. Philips was employed with GE Capital as a Director in the North American Equity Investments group. He was an inaugural member of the GE Real Estate Associate Relationship Manager Training Program and the youngest member promoted to Director in the North American Equity Investments group.  Prior to joining GE Mr. Philips was employed at Professional Real Estate Services (PRES) as a Senior Associate in the A ... (view full description)

Jeff Pintar

President
Pintar Investment Company

Jeff Pintar is the President and founder of Pintar Investment Company, LLC ("PIC") and Vertical Real Estate Services. The combined firms provide fully integrated strategic real estate investment services to individual and institutional investors of single family homes. Since 2009, we have invested over $2.5 billion in Single Family homes throughout the United States. Prior to founding PIC, Jeff was the National Ret ... (view full description)

David Pittman

President
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)

Scott Purcell

Founder, CEO
FundAmerica

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)

Christopher Rising

President & COO
Rising Realty Partners

Christopher Rising manages the day-to-day business activities of RRP, while also serving on its Investment Committee. Drawing on his experience as Senior Vice President, Asset Transactions at MPG Office Trust, Inc. (NYSE: MPG), Christopher is skilled at managing acquisitions and creative development. At MPG, he worked directly with the CEO to improve finances through debt reduction and restructuring. In 2003, he founded his own company, The Rising Real Estate Group (RREG.) As the company grew, he seized the opportunity to partner with BPG and created Hamilton Capital Partners (HCP), an equity fund vehicle. RREG is also a principal in 626 Wilshire Blvd, a 156K square foot office building ... (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, Scutify.com, 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)

Joy Schoffler

CEO
Leverage PR

Joy Schoffler, principal of Leverage PR, is a nationally recognized author and speaker in the field of innovative financial services marketing and communication. Leverage PR works within the financial services, real estate and technology industries, helping firms reach their target customers through strategic public relations initiatives. Within Leverage, Joy oversees day-to-day operations and directs strategy for all accounts. Prior to launching Leverage PR, Joy consulted and worked with a number of growth-phase firms, including serving as director of acquisitions for the Inc. award-winning commercial real estate investment firm, The PPA Group. Companies Joy has worked with have been acq ... (view full description)

Nicholas Schorsch

Chairman & CEO
American Realty Capital

Nicholas S. Schorsch is Chairman and Chief Executive Officer of American Realty Capital.Mr. Schorsch founded and formerly served as President, CEO and Vice-Chairman of American Financial Realty Trust from its inception as a REIT in September 2002 until August 2006. American Financial Realty Trust ("AFRT") was a publicly traded.REIT listed on the NYSE that invested exclusively in offices, operations centers, bank branches and other operationally critical real estate assets that were net leased to tenants in the financial services industry, such as banks and insurance companies.Through American Financial Resource Group and its successor corporation, America ... (view full description)

Joanna Schwartz

Co-Founder & CEO
EarlyShares

Joanna L. Schwartz is the CEO of EarlyShares, an online platform that gives accredited investors direct access to private opportunities. By enabling individuals and companies to leverage the JOBS Act to capitalize on new investing and capital raising opportunities, EarlyShares is transforming the $2 trillion private finance market. Joanna joined EarlyShares as partner and CEO in May 2013. An award-winning executive, she has over 20 years of experience as a successful leader, advisor, and entrepreneur. Prior to EarlyShares, under the umbrella of Bayview Financial, Joanna was the Founder of Silver Hill Financial, a market leader in small balance commercial mortgage lending. As Managing ... (view full description)

Heather Schwarz

Co-Founder & CSO
EarlyShares

Heather Schwarz-Lopes is an experienced executive with a 16-year track record of success in the financial services industry. Heather has an established reputation as a solutions-driven leader with expertise in wealth management, business development, strategic planning, relationship management, and entrepreneurship.Heather is Co-Founder & Chief Strategy Officer of EarlyShares, a leading funding platform that connects smart investors with unique opportunities. EarlyShares enables individuals and companies to leverage the opportunities created by the JOBS Act, helping small investments ignite big ideas.Prior to joining EarlyShares, Heather served as Sr. Vice President and Sr. Private Banker at ... (view full description)

Peter Shakow

Principal
Bird Marella

Peter Shakow is a partner at Bird Marella, a 40-lawyer litigation boutique in Los Angeles. His practice focuses on white collar criminal defense, where his clients have included both individuals and organizations in matters ranging from mortgage and securities fraud cases to allegations of bribery and public corruption. In these cases, he has actively negotiated with and litigated against United States Attorney’s Offices, the Securities and Exchange Commission, state prosecutorial agencies and federal regulatory bodies. Peter also has extensive political experience, having worked in the Clinton White House and on numerous political campaigns across the country. Immediately before joini ... (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)

Jillian Sidoti

Partner
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)

Eric Siragusa

Principal
MHP Funds, LLC

Eric is a Principal at MHP Funds, LLC (www.mhpFunds.com) 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)

Ryan Smith

Senior Vice President
DirectVest

Ryan G. Smith started and sold his first company before college graduation and his second firm, a software company, one-year later. Ryan also has a broad range of real estate experience, having worked on both the brokerage and investment sides of the business. He is focused on fostering and legitimizing the nascent crowdfunding space through We Are Crowdfunding by connecting educated investors with vetted opportunities.

Josh Stech

Founding Partner
LendingHome

Josh Stech is a Founding Partner and Head of Business Development at LendingHome, an online direct lender that uses best-in-class technology and institutional capital to soften cost, increase loan amounts and improve transparency in the investor loan market. LendingHome specializes in short-term bridge loans for fix and flip projects around the country. Josh began working in the real estate industry during high school as a processor and underwriter in a Southern California sub-prime brokerage. After college Josh joined Purpose Built Investments (PBI), a boutique real estate private equity firm. Josh launched three distressed asset investment funds for PBI, most notably a turnkey ... (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

Partner
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)

Daniel Sultan

Founder
Property Pool

Daniel manages the day-to-day operations of Property Pool ranging from product development, community relation and overall online strategy of the company. Daniel is a passionate consumer oriented person having developed his real estate experience at StreeEasy.com in NY (Acquired by Zillow) where he was the Head of Sales and Business development, undertaking projects from ad sales, new product launches and geographical expansion. Daniel's experience expands beyond Real Estate, having worked as a Management Consultant for Arthur D. Little and as a Project Manager in Venezuela's largest financial broker Econoinvest Casa de Bolsa. Daniel holds an MBA from NYU Stern School of Business specializin ... (view full description)

Ryan Tooley

Managing Director
We Are Crowdfunding

Ryan C. Tooley has successfully negotiated over $2 billion of transactions in the real estate and financial services space, Ryans experience runs the spectrum from pure real estate investment, to private and public companies, to private equity and hedge funds. His broad expertise is focused on the strategic development of We Are Crowdfunding by bridging the do-it-yourself spirit of crowdfunding with access to a high quality portfolio investment options and best-in-class investment advice.

Chris Tyrrell

CEO
OfferBoard

Chris Tyrrell is founder and CEO of OfferBoard, an investment platform that uses technology, big data and patent-pending processes to help emerging growth companies raise $2-50mm in capital. OfferBoard leverages the technology and data of the Australian Small Scale Offerings Board, the world’s oldest small equities funding platform. Chris has more than 15 years of experience in entrepreneurship, financial law, technology and capital markets, having managed and founded two private technology companies and been involved in more than $20 billion of financing transactions. As an attorney, he specialized in asset-based finance at the Wall Street law firm of Cadwalader, Wickersham & Taft. Bef ... (view full description)

Jason Vanclef

President
VFG Securities, Inc.

Brad Walker

Director of Institutional Product and Strategy
PENSCO Trust Company

Leon Walker

Manager, Leasing & Development
DL3 Realty, LP

Leon I. Walker is driven by a mission to develop commercial real estate projects which help to improve and sustain neighborhood life in urban communities. For the past 14 years, he has served as the managing partner of DL3 Realty, LP (DL3), a Chicago real estate investment partnership that owns and manages a diverse commercial real estate portfolio including grocery retail centers, medical office buildings and educational facilities. DL3 works with national grocery retailers to build stores in communities of high need, and is currently developing a new Whole Foods Market in Chicagos Englewood community.Mr. Walker brings a diverse body of professional experience, training, and edu ... (view full description)

Darren Whissen

Executive Vice President; Registered Representative
Courtlandt Financial Group; Atomi Financial Advisors

Scott White

EVP-Investments
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 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)

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)
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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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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