Anna Aaron

Vice President, Portfolio Manager
Regions Bank

Anna Aaron, CFA, is a Vice President, Special Asset Management for Regions Bank. Regions Financial Corporation, with $120 billion in assets, serves customers in 16 states in the South, Midwest, and Texas and operates 1,650 banking offices. Anna has 16 years of commercial banking experience. She joined the Special Assets Management group in 2009 and focuses on portfolio management. Prior to her current position, she served in various underwriting roles covering Commercial Banking, Home Builder Finance, and Community Banking Loans (60% CRE). Anna supervised an HBF team of underwriters for North Georgia and a team of Community Banking underwriters for North Georgia. Anna received her MBA ... (view full description)

Andy Babcock

Director
Tiger Group

Andy Babcock has a 15 year career in distressed investing, asset disposition, and valuation.  At Tiger, Andy co manages Tiger’s portfolio of debt investments; these are typically $5m to $20m bridge investments providing funding for an event: restructuring or sale (many times a combination).   In the past two years alone he has lead transactions that resulted in sale or restructuring of over $200,000,000 of assets.  Prior to joining Tiger in 2008 Babcock was vice president at a boutique firm providing valuation, consulting and transaction advisory services to equity firms, lenders, and operators in the industrial metals sector.  Babcock was a founding member of the firm which began service in ... (view full description)

Thomas Beier

Principal, Investments
Pennybacker Capital

Thomas Beier identifies and evaluates potential Pennybacker Capital investments. He is responsible for investment sourcing, underwriting, structuring, closing, and management. 
 Before joining Pennybacker, Thomas was a financial associate at N3 Development, a national real estate firm. His valued contributions at N3 included financial acquisition due diligence and securing construction financing. He also evaluated entity and project-level financial performance and capital structure. Thomas initiated his real estate industry focus in the Assurance and Advisory Business Services unit of Ernst & Young. His group’s public and private clients included the nation’s largest homebuil ... (view full description)

Timothy Berry

Managing Principal
Pennybacker Capital, LLC

No biography specified

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Greg Bulleit

Vice President - Portfolio Manager
Directed Capital

Greg Bulleit, Vice President – Portfolio Management     Greg Bulleit serves as Vice President of Portfolio Management for Directed Capital. Directed Capital is an opportunistic finance firm that strategically acquires or originates commercial mortgage debt. Directed Capital is focused on distressed or special situations and has acquired assets with loan balances in excess of $1 billion since inception in 2001.   Mr. Bulleit joined Directed Capital in 2015 and has experience across the business platform including acquisitions, asset management, capital formation and financial reporting. In his current role, Mr. Bulleit is responsible for acquirin ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

David is a Managing Partner at Argosy Real Estate Partners, a real estate opportunity fund manager.   Mr. Butler, based in San Francisco, is responsible for the management and oversight of Argosy Real Estate including investment strategy, fundraising, asset management, and operations.  He is a member of the firm’s Investment Committee. Argosy Real Estate specializes in opportunistic real estate investments. Through joint venture structures, Argosy Real Estate partners with entrepreneurial operating partners possessing significant local market knowledge and a demonstrated track record of success. Argosy Real Estate is part of the Argosy Capital fund family, which manages $875 mill ... (view full description)

Mark Clemans

President/CEO
Carrier Energy Partners

Mark Clemans is the President and Chief Executive Officer and an original founder of Carrier Energy Partners. He has over 25 years of experience in upstream oil and gas evaluations, operations, and investing. Mark founded Carrier Petroleum in 2009, a company that built a non-operated portfolio of oil and gas assets for a Fortune 200 company. Prior to forming Carrier Petroleum, Mark was a Vice President with the E&P Capital team of Goldman, Sachs & Co. for five years. In addition, he was previously with the firms of Netherland, Sewell & Associates and Sproule Associates as a Senior Consulting Engineer. His professional career started with Exxon-Mobil where he held assignments in r ... (view full description)

John D'Amico

Senior Managing Director, Client Services
Trimont Real Estate Advisors

Mr. DAmico is responsible for the oversight of all special serviced assets handled by TriMont for its clients. Mr. DAmicos duties include strategy formulation and approval of Asset Status Reports and Deal Resolution Plans for distressed loans. Mr. DAmico chairs the firms Credit Committee and works with Primary Servicing team leaders to identify watch list assets. Additionally, Mr. DAmico oversees the firms Underwriting Team which is involved in the acquisition of non-performing and sub-performing loans. Relevant Experience: Mr. DAmico joined TriMont Real Estate Advisors, Inc. in June 2012 and has over 30 years experience in real estate and real estate f ... (view full description)

Sean Dalfen

President & Chief Investment Offiicer
Dalfen America Corp.

Sean Dalfen is the President & Chief Investment Officer of Dalfen America Corp (DAC) and its Canadian arm Dalfen's Ltd. He also sits on the Executive Advisory Committee, which oversees all of the Dalfen Group's investment programs. Under Mr. Dalfen's leadership, the companies’ investment platforms have been strategically restructured and expanded significantly. Having transacted on over 29 million square feet of real estate in 11 US states and 2 Canadian provinces, Mr. Dalfen has transitioned the company into one of the largest buyers of industrial real estate. Mr. Dalfen heads the firm's investment strategies which have included: Property investment funds in multiple asset classes, conv ... (view full description)

Don Dimitrievich

Managing Director
HPS Investment Partners, LLC

Mr. Dimitrievich is a Managing Director at HPS Investment Partners and is responsible for the energy and power portfolio.  Prior to joining HPS in 2012, Mr. Dimitrievich was a Managing Director of Citi Credit Opportunities, a credit-focused principal investment group.  At Citi Credit Opportunities, Mr. Dimitrievich oversaw the energy and power portfolio and invested in mezzanine, special situation and equity co-investments, and secondary market opportunities.  Prior to joining Citi, Mr. Dimitrievich worked in the New York office of Skadden, Arps, Slate, Meagher & Flom LLP from 1998 to 2004 focusing on energy M&A and capital markets transactions.  Mr. Dimitrievich has a law degree mag ... (view full description)

Dan Dooley

CEO
Morris Anderson

No biography specified

Dr. Mark Dotzour

Real Estate Economist
College Station, Texas

Dr. Mark G. Dotzour (pronounced Dot sir) is the Chief Economist and Director of Research for the Real Estate Center at Texas A&M University in College Station, Texas. He earned his Ph.D. in the Department of Finance at the University of Texas at Austin in 1987 and served as Associate Professor of Real Estate and Finance at Wichita State University for 10 years. As Chief Economist, he is currently doing market research to monitor how global and national trends are likely to impact residential and commercial real estate markets.Prior to his academic career, he was president of Gleneagles Development, Inc., developing residential subdivisions in Wichita, Kansas. He also served a ... (view full description)

David Dunn

Managing Partner
Cross Sound Management

No biography specified

Robert Farrow

Managing Principal
Caprock, LP/ CapAnimadverto Management

No biography specified

Todd Filsinger

Senior Managing Director
Filsinger Energy Partners

 Todd W. Filsinger has been active in the in the energy sector for over 25 years and is recognized globally as a leader and turn-around specialist in the energy sector. As an interim executive leader, Mr. Filsinger has guided several utilities through restructuring processes, developed complex strategies for utilities and renewable energy companies, and been involved with the restructuring of a majority of oil and gas entities and merchant power companies. He has also led and managed some of the largest energy trading operations in the United States. Additionally, Mr. Filsinger has assisted commodity-based businesses and helped both regulated and merchant utilities across the United States i ... (view full description)

Brooks Graul

VP of Business Development
Tiger Liquidity Services

  Brooks Graul has over 15 years’ experience leading B2B marketing and sales efforts in the energy  industry. He manages complex asset sales projects for both clients and partners for Liquidity Services, a leading surplus management and disposition provider to energy businesses with more than $1 billion in total energy sales. He is responsible for client pursuit, market analysis and reporting, and P&L for global sales projects. In 2009, Brooks joined Network International, a leading online marketplace for surplus energy assets. He managed the inside sales team and marketing, and was an executive team member when Liquidity Services acquired the company in 2010. Prior to ... (view full description)

P. Brent Grundberg

Founder, Partner
Glendale Energy Capital, LLC

Brent is the Founder of Glendale Energy Capital, a Houston, Texas-based investment firm that focused on private, direct investments in upstream oil and gas.  Brent has more than a decade of experience in principal investing focused exclusively on the energy and infrastructure sectors.  Prior to forming Glendale, Brent was Head of Energy at Energy & Infrastructure Capital (EIC) where he was responsible for origination, structuring, negotiating, investing, asset management and strategic planning.  At EIC, Brent was initially focused on lending and expanded into drilling partnerships and acquisitions of non-operated working interests under a joint venture with an established alternative ass ... (view full description)

Thomas Haug

Founder & Managing Member
Aspen Tree, LLC. & A.W. Jones Private Advisors

  Thomas Haug is the Head of Family Office Co-Investment and Advisory for a NYC Family Office and two other multi-billion dollar families. He operates as an internal trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings. His primary focus is to foster productive relationships with fellow family offices and ultra-high net worth individuals. Mr. Haug takes pride in building lasting relationships atop a foundation of performance and integrity. Mr. Haug founded Aspen Tree, LLC in 2015. A NYC based family office consulting and advisory practice. This venture follows a two-year stint at Fieldpoint ... (view full description)

Kevin Hogan

Principal
Bayside Capital

No biography specified

Brock Hudson

Managing Director
Carl Marks Advisors

Mr. Hudson joined Carl Marks advisers in 2015 to open it’s office in Houston. Prior to that Mr. Hudson served as Manager of the Houston E&P/Midstream group and senior vice president Energy Capital Markets for Amegy Bank where he managed a team of eight professionals and oversaw portfolio of $2.2 billion.   From 2000-2011 Mr. Hudson joined a management team that managed oil and gas investments for several family offices through entities including JMI Energy Inc., Entre Energy Partners, CMR Energy, Llewellin Operating Company, Llewellin Investment Company, and Red Arrow Energy.  He was a principal and co-founder of Llewellin and Red Arrow and served as President and Executive V ... (view full description)

Karr Ingham

Economist
InghamEcon, LLC

KARR INGHAM is an Amarillo, Texas economist, and is the owner and President of InghamEcon, LLC, an economic analysis and research firm specializing in regional/metro area economics, and oil & gas/energy economics.  Mr. Ingham is a native of the Texas Panhandle, and is a magna cum laude BBA Economics graduate of West Texas A&M University in Canyon, Texas (and taught there for a short time as well).  Ingham conducts ongoing economic analysis and forecasting in a number of regions and metro areas in Texas and elsewhere for banks, media corporations, chambers of commerce, economic development organizations, and other clients.  He also conducts ongoing oil & gas market ana ... (view full description)

Sebastian Jano

Investment Portfolio Consultant
Himan Brown Charitable Trust

Sebastian is an Investment Portfolio Consultant and sits on the Investment Committee of the Himan Brown Charitable Trust.  Mr. Jano is responsible for sourcing and evaluating private and public alternative, debt and equity investments and setting the Trust's asset allocation strategy.  Prior to this, Sebastian served as SVP of Investments for Pardee Resources Company where he originated, analyzed and structured opportunities across the portfolio while also running the Company's Renewable Energy and Agriculture platforms.  Mr. Jano also held acquisition and analysis roles for energy and infrastructure related transactions at SteelRiver Infrastructure Partners and Babcock & Bro ... (view full description)

Paul Kang

President & CIO
Alta Companies

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard ... (view full description)

John Keeton

Partner
Morningside Funding LLC

John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)

S. Randy Lampert

President
Lampert Capital Markets, Inc.

The founder of Lampert Debt Advisors and owner of Lampert Capital Markets, S. Randy Lampert has been providing financing services to corporations for over thirty years. During that time, he has completed nearly $15 Billion in debt and equity financings.Since its founding in 2009, LDA has completed nearly $2 Billion in debt advisory and capital formation transactions. Prior to founding LDA and LCM, he was a co-founder of the debt capital markets group at a major middle market investment bank as well as their head of Business Development. At various times, he was a partner with the predecessor to APAX Partners, and managed the Leveraged Finance Group at Nomura Securities where he o ... (view full description)

Dave Magill

Senior Vice President
Competitive Power Ventures

Currently Senior VP of Asset Management at Competitive Power Ventures, Inc. (CPV) responsible for managing operating power projects for  CPV, its partners and third party clients. Dave has over 23 years experience in the power industry and 35 years in the broader energy industry including oil, gas and LNG.  Prior to working at CPV Dave was responsible for M&A and finance transactions at AES Corporation, PG&E National Energy Group, and Ultramar.  Dave and his team have significant hands on experience managing power projects in distress, including managing businesses into, in and out of formal and informal restructuring processes.

Jim Manatt

Chairman/CEO
Thrust Energy

No biography specified

Taylor Meyer

Executive Director
Morgan Stanley Real Estate

Taylor Meyer is an Executive Director of Morgan Stanley.  Mr. Meyer joined Morgan Stanley as an Associate in 2007 and is currently an acquisitions officer in the firm’s real estate investing practice.  Mr. Meyer has purchased over $2.1 billion of real estate in 14 discrete transactions plus one programmatic venture on behalf of the MSREF and Prime Property Fund investment vehicles involving several product types:  office, industrial, flex office, retail, lodging/gaming, and non- and sub-performing loans.  Mr. Meyer covers markets including Southern California, Denver, Las Vegas, and Texas Prior to his role in the investing business, Mr. Meyer was an Associate in t ... (view full description)

Robert Milam

Vice President
Bayside Capital

Vice President with Bayside Capital where I am responsible for sourcing commercial debt purchases from financial institutions. We primarily purchase stressed and distressed debt in middle market companies and income producing commercial real estate. Former Positions - TD Bank - Senior Workout Officer responsible for all workouts in the Southeastern part of the US. South Financial Group - Director of Special Assets. Regions Bank - Director of Special Assets. SouthTrust Bank - Manager Commercial Special Assets Department. Education - MBA University of Alabama, BS Corporate Finance University of Alabama

Matt Mildren

President
Tug Hill Real Estate Partners

Matt Mildren is the President and co-founder of Tug Hill Real Estate Partners (THREP). Matt has over twenty four years of industry experience in leasing, development and acquisitions of real estate properties. THREP is a private equity investment company focused on purchasing and developing real estate in the United States. The current value of the Portfolio exceeds $475 million. The assets include office buildings, apartment complexes, shopping centers, medical office buildings, senior housing and industrial buildings.   From December 2002 to March 2007, Matt and his partners purchased more than $95 million of real estate on behalf of Vintage Capital Partners (VCP) and Vintage F ... (view full description)

Joel Minamide

Senior Vice President
US Bank N A

No biography specified

Patrick Mohan

Senior Legal Analyst
Reorg Research, Inc.

Patrick Mohan is a Senior Legal Analyst at Reorg Research. Prior to joining Reorg, Patrick served as law clerk to the Hon. John E. Waites (U.S. Bankruptcy Court - South Carolina). He previously clerked for the Hon. Arthur J. Gonzalez (U.S. Bankruptcy Court - SDNY) and worked as an associate with White & Case LLP in New York. Patrick is Special Project Leader for the ABI’s Business Reorganization Committee and writes for the American Bankruptcy Institute Journal. Patrick graduated from the College of Charleston and the University South Carolina School of Law and earned his LL.M. in Bankruptcy from St. John's University School of Law.

Jonathan Needle

Chief Legal Officer
Houston Firefighters' Relief and Retirement Fund

Mr. Needle's duties as Chief Legal Officer at HFRRF include legal issues involved in every part of the Fund's structure and operations. These duties range from advising the HFRRF board on benefits eligibility determinations to analyzing and negotiating complex investment arrangements such as HFRRF involvement in private equity partnerships, drafting and advancing legislation and performing many of the varied duties a chief legal officer or general counsel for a small corporation would perform. Mr. Needle is also in charge of assigning and managing outside counsel when needed. Prior to assuming his duties with HFRRF in the fall of 2000, Mr. Needle was Associate General Counsel and then Dep ... (view full description)

Ben Newman

Principal
TP Energy Capital

No biography specified

Jim Noteware

CEO
Noteware Advisors

James D. Noteware   For nearly 40 years, Mr. Noteware has specialized in the development of real estate and the value-added turn-around of properties, portfolios and the organizations that manage them, both private and public.  Mr. Noteware’s projects have won numerous awards for innovation, performance and impact.   Currently, through his various development and advisory companies, he is engaged in development of major commercial projects and creation of residentially based mixed-use communities in (re-)emerging urban infill locations in Houston, Texas.  And, as Chief Executive Officer of Pacific Ventures, Mr. Noteware also is active in international trade and i ... (view full description)

Shravan Parsi

Co-CEO & Principal
NAPA, LLC

No biography specified

Shalin Patel

Director of Research
BlackGold Capital

Shalin Patel joined BlackGold Capital Management LP in 2010 and is the Director of Research, overseeing the research efforts of the investment team while covering the Midstream sector. Mr. Patel also serves on the Investment and Risk Management Committees. He has over 9 years of energy high yield, distressed, and equity experience. Prior to BlackGold, he was in graduate school at Tulane University.  While at Tulane, he was the Associate Director of Research at Burkenroad Reports, an equity research program at Freeman School of Business. Prior to Tulane, he worked as an equity analyst at Khandwala Integrated Financial Services, a brokerage firm in India. Mr. Patel graduated from Tulane Univer ... (view full description)

Latha Ramchand

Dean at the C.T. Bauer College of Business
The University of Houston

Latha Ramchand is Dean and Professor of Finance at the C. T. Bauer College of Business at the University of Houston. Her expertise is in the areas of international and corporate finance and leadership development. She has worked to deliver programs in business development, energy education, and diversity in the workplace. She has worked with clients in industries ranging from energy and banking to business performance and human resource optimization. Her work has been recognized through awards from the Financial Management Association. She is a recipient of the 2012 Executive MBA Mid Con Excellence Award and the UH Faculty Excellence Proclamation awarded by the Houston City Council in ... (view full description)

Ari Rastegar

Chief Executive Officer
Rastegar Equity Partners

Ari is a successful attorney and a real estate entrepreneur dedicated to building wealth for his clients. He founded Rastegar Equity Partners (formerly Rastegar Capital, LLC)  as a best-in-class private equity real estate firm to provide access, transparency and superior service to his growing institutional and high-net worth investor base across a broad range of commercial real estate investments.  Even during his law school years, Ari was busy building and growing a real estate development company. His keen understanding of the market and talent in structuring deals quickly built up this “side business” into a small enterprise which he had the foresight to exit near the peak of ... (view full description)

Tony Ross

Executive Vice President & Chief Credit Officer
Woodforest National Bank

Tony Ross’ 28-year career in banking has included general management, new business development, credit analysis, credit administration, and capital markets experience. Concurrently, Tony held a succession of increasingly more responsible positions within the Florida Army National Guard and the U.S. Army Reserve retiring in 2012 at the rank of Lieutenant Colonel, Infantry. He is a veteran of Operation Iraqi Freedom.
 

Keith Schneider

Senior Vice President
TriGate Capital, LLC

Keith Schneider is a Senior Vice President at TriGate Capital and is responsible for acquiring, financing and managing retail, office and hotel assets across the country.  His primary coverage markets are Houston, Dallas, Atlanta and Phoenix.  TriGate Capital is a market-leading real estate private equity firm focused on acquiring real estate secured debt, providing capital for asset and company recapitalizations, and acquiring real estate assets where the potential to add value exists. TriGate manages three fully discretionary real estate funds, which are the vehicles through which TriGate conducts its investment strategy, and has completed investments throughout the United States.  T ... (view full description)

Mike Scott

Founder/Managing Partner
Pelican Energy Partners

Mr. Scott has over 20 years of private equity and energy industry experience. Prior to founding Pelican Energy Partners Mr. Scott spent 4 years as a principal at Sorenson Capital Partners, a private equity fund in Salt Lake City, Utah with $650 million under management. During this time, he led 3 platform transactions in the energy services sectors and several transactions in other industry sectors. He served as chairman of the board of NCS Energy Services and a board director of Southeast Directional Drilling and M&M Pipeline. Prior to joining Sorenson Capital Partners, Mr. Scott worked at Cameron International Corporation, a multi-national oilfield equipment company where he work ... (view full description)

Michael Anthony 'Tony' Shaw

Partner
Jones Walker LLP

Tony Shaw is a partner in the firm's Business & Commercial Litigation Practice Group and practices from the firm's Mobile office. Mr. Shaw represents clients in state and federal courts in Alabama, Florida, Georgia, Mississippi, and Texas. His practices focuses on commercial litigation, creditor's rights, post-judgment collections, and lender liability. He handles all aspects of creditor's rights work for financial institutions and investors including litigation, alternative dispute resolution, workouts, note sales, modifications, and post-judgment collections. Mr. Shaw has assisted clients with the recovery of several hundred million dollars in assets and helped strengthen the balance s ... (view full description)

JW Sikora

Managing Partner, Co-Founder
Cibolo Energy Partners

No biography specified

Jesse B. Thompson III

Business Economist - Houston Office
Federal Reserve Bank of Dallas

No biography specified

Thomas Turner

EVP, Special Assets Manager
Grandpoint Bank

Thomas F. Turner is an experienced banking executive with over 41 years of diversified experience in special assets/commercial banking, OREO’s, compliance/regulations, multi state foreclosure laws, ABL, loan acquisitions/syndications, portfolio management, pre/post-closing audits, credit policies/procedures, debt restructures, bankruptcy, liquidations and recoveries.  Highly effective leader, team builder, results oriented manager with a successful track record in corporate markets, exceeding business goals and improving profitability. Consistently achieved bonus performance related goals and objectives. Ability to create environment of achievement and drive initiatives. MBA ... (view full description)

Hema Virani

Family Office Executive
Modi Family Office

Ms. Virani combined all her experiences and a very highly effective, efficient team of qualified professionals/experts with over 45 years experience helping mid to large size business outside US that feel there’s a market for products/services, or just wants to create an asset base in North America, from start-up to mergers and acquisitions, Hema offers accompaniment from Strategy to Execution.As Modi Family Office for almost 10 years. She oversees a few projects and reports to Mr SK Modi directly. She represents Regent Realty in USA (UK Based Co that oversees funding, design and developing a city next to Modi Nagar, New Delhi).  ... (view full description)

Janet Weiss

Partner
Dorsey & Whitney LLP

Janet M. Weiss is a partner with Dorsey & Whitney LLP in New York, where she represents debtors, creditors, strategic buyers and other interested parties in corporate reorganizations and debt restructurings. Previously, she was a partner in the Business Restructuring and Reorganization Practice Group of a top firm in New York. She has represented debtors, creditors, committees, secured lenders, debtor-in-possession financing lenders and acquirers in substantial chapter 11 cases and out-of-court restructurings. Ms. Weiss is experienced in pre-negotiated and pre-packaged bankruptcies, free-fall bankruptcies and bankruptcy aspects of asset-backed and mortgage-backed financi ... (view full description)

Arthur Weissman

COO
Rastegar Equity Partners

No biography specified

Mark Welch

Principal
Morris Anderson

No biography specified

David Young

Director
Talara Capital Management

Mr. Young is a Director for the firm’s private equity and structured credit investments. David has 15 years of restructuring experience in the energy, power, and consumer sectors with a focus on work-outs, bankruptcy, and corporate distress.  David has been involved with numerous public and private boards and has extensive experience working on creditor committees.   Prior to Talara, David was a director and co-head of credit and illiquid investments at Courage Capital Management. While at Courage Capital, David served as a director of stressed and distressed credit investments at the Firm’s hedge fund prior to leading the firm’s launch of two closed-end credit investment vehicle ... (view full description)
NETWORK OPEN
Sign In
 
Contact Information
INFORMATION MANAGEMENT NETWORK
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)

E-mail: mail@imn.org


Event Specific Contacts for Distressed Energy: Investments & Workouts

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, 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.

PRIVACY STATEMENT

Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

This 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