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Jeff Adler

VP, Matrix
Yardi Systems

  Jeffrey Adler serves as Vice President, Yardi® Matrix (the data division of Yardi Systems).   Yardi® Matrix is a US multifamily, office, industrial, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments, used by many of the largest lenders, equity investors, brokers, owners, and management companies. Yardi® Matrix provides market and institutional research reports leveraging the underlying property level detail of 124 markets, >79,000 multifamily properties and >14.9 MM units, over 30,000 commercial buildings with >7.5 B sq.ft. of space,  and over 20,000 self-storage facilities in 97 market ... (view full description)

Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

Swapnil is responsible for strategic planning, investment decisions, and overseeing all aspects of the company’s operations, financing activities, and investor relations. He has over 11 years of financial/investment experience with over 8 years of experience in real estate globally Swapnil began his career in energy investment banking at Simmons & Company before joining Forum Partners, an international real estate private equity firm with over $5.0 billion in assets where he focused on originating, structuring, and executing real estate investments in the Asia Pacific region. He was personally responsible for closing deals in companies worth $3.0+ billion in India, China, Australia, and ... (view full description)

Randy Anglin

Principal
Right Angle LLC

For the past 19 years Randy Anglin has purchased and managed both residential and commercial assets. His client list of managed assets includes Chase, Wells Fargo, FNMA, Bank of America, and various other large to mid-tier institutions. Mr. Anglin also served as General Partner for Acquired Holdings LLC. During his 12 year tenure with Acquired Holdings, the company was involved in over 400 transactions of residential and commercial real estate. Acquired Holdings owned, developed and managed multifamily developments, condo conversion projects and new SFH construction projects throughout the state of Florida. As a result of his many years within the REO space, Anglin has developed and acute ... (view full description)

John Bailey

Owner / President
Aco Management

John began his 18 year real estate career working from the ground up within his family’s property management company. He is now Owner and President of Aco Management which specializes in managing class B communities 50 units and above. ACo Management is baised in Saint Louis, Missouri where John lives with his wife and two boys.

Mike Ballard

Partner
Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

Dilip Barot

President
Creative Choice Group

Mr. Barot is an accomplished entrepreneur with thirty years of experience in venture capital financing, asset management and commercial development. He has a track record of creating, guiding, financing and operating diverse and profitable ventures in commercial and residential real estate, community centers, shopping plazas, business parks and technology centers. Originally from Gujarat, India, the hometown of Mahatma Gandhi, Dilip trained to become a pharmacist. But, when he arrived in the United States in 1983, he found himself managing a motel in New Jersey for an Indian owner. Just one year later, he purchased a motel in Palm Beach, Florida, managing it on his own and renovating it. Wit ... (view full description)

Zach Beck

VP
APEX Billing Solutions

Zach T. Beck has over 20 years in the multifamily housing industry ranging in all types of construction (high-rise, garden-style, and mid-rise).  He currently leads all sales operations as Vice President of Sales for APEX Billing Solutions.  His team is effectivly helping owners manage their utility costs nationally.  He has served as a tremendous resource in analyzing and recommending conservation efforts that have saved property owners millions of dollars (zach.beck@apex-billing.com). Specialties: Monitored Utility Submetering, Billing and Collection Process, Owner Reimbursements, Ancillary Income and AP Automation. Through "APEX advantage" Zach has helped revo ... (view full description)

John Bennett

Principal
Windcrest Investments

John Bennett is aPrincipals of Windcrest Investments. Between the principals we have over 40 years of experience in virtually every facet of commercial and residential real estate. John oversees the sourcing, acquisition, funding and development of the companies investments while maintaining the role of investor relations as well. Prior to starting Windcrest John has served as Executive Consult to Ambling Property Investments where responsibilities included strategic assessment of an 85 property portfolio, repositioning of select properties for disposition or refinance, and managing the disposition and acquisition process. Previous to these companies John has been invo ... (view full description)

Sasha Bernier

SVP
Cheltenham Enterprises

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, an alternatives-focused investment bank and investment manager specializing in the real estate, hospitality, infrastructure and energy industries. He is also the host of "Make the Deal: Real Estate Investing with David Blatt" a YouTube/Podcast series that provides expert advice on how to structure and fund deals. Prior to CapStack, he ran a special situations fund acquiring and repositioning distressed real estate assets. Since 2001, David has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal.

Irwin Boris

COO
Heritage Capital Group

Irwin is the CIO/COO for Heritage Capital Group, a 3rd Generation Family Office. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10 year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 25 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct lender, principal, investment banker and advisor in more than $5.0 billion in real estate transactions. Irwin started his ca ... (view full description)

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.

Kevin Burns

Director
Grove Street Management

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

Dan Butler

Co-Founder
CrestCore Realty

Dan Butler
Co-Founder, CrestCore Realty LLC, CityLight Commercial Services LLC


Dan Butler is a Co-Founder of CrestCore Realty LLC and CityLight Commercial Services LLC in Memphis, Tennessee. Since 2001, he has purchased more than 750 single-family homes, duplexes, and small apartment complexes.  He specializes in improving occupancy, raising cash flow and increasing rates of return in multifamily properties.  His companies serve over 500 investors from all over the world by helping them buy, rehab and manage rental properties in Memphis.  In 2017, Dan was honored as Think Realty's Multifamily Investor of the Year.
 

Kimberly Byrum

SVP, Advisory
Meyers Research LLC, a Kennedy Wilson Company

Kimberly Byrum is Senior Vice President, Advisory for Meyers Research, LLC and is based in our Dallas, Texas office. She has worked extensively with all real estate functions throughout the United States and Canada, including development, acquisitions, property management and asset management. Kimberly is recognized as an expert in the fields of consumer research, rent positioning, and third party real estate market research data. Prior to joining Meyers, Kimberly worked as Senior Director at Alvarez & Marsal, an international global restructuring firm, in the Real Estate Advisory Services Group. Some of her assignments included asset management/property management of dis ... (view full description)

Tyler Carter

Director, Business Development
NuView Trust

Tyler Carter joined NuView IRA as the business development representative for NuView’s retail market with the goal to help expand the knowledge of self-directed IRAs throughout the nation.To this end, Tyler will be transitioning from his advisory role at Fidelity Investments into an educational position and resource for NuView and its potential clients. He has been tasked with expanding NuView’s market by targeting professionals such as attorneys, CPAs, and CFPs as well as those in the real estate.In addition to his experience, Tyler also has extensive knowledge about taxes and fringe benefits, including 401(k) plans, having filled several roles through his five-years of tenure a ... (view full description)

Brian Cauthen

Director of Multifamily & Commercial Financing
Lima One Capital

Brian Cauthen serves as the Director of Multifamily Financing. In this role Brian is responsible for developing and maintaining a multifamily bridge loan program that fits the needs of real estate investors. Brian is engaged in the day to day management of underwriting and financial analysis of loan submissions, along with looking for macro solutions for growth within a constantly changing lending market. Brian graduated from Florida State University with a degree in Finance. He started his career as a CRE underwriting Analyst in the CMBS and agency lending space. Prior to Lima One Capital, Brian worked as a Financial Analyst for a conventional and SBA commercial loan portfolio serv ... (view full description)

Gene Clark

President
5 Arch

Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.

Christopher Crippen

Managing Partner
Azul Asset Management

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

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benets for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. Michael is committed to educating the accounting, nancial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benets of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the emerging ene ... (view full description)

Scott Davis

Founder & Partner
The Loring Group

  Scott Davis is the co-founder and partner of The Loring Group, a diversified real estate company based in Cincinnati, Ohio.  The Loring Group has a portfolio of roughly $90M in assets and 1800 units. Mr. Davis is a licensed real estate broker in the states of Ohio and Kentucky and is responsible for portfolio management, development strategies, and future growth plans for The Loring Group. A graduate of Purdue University in West Lafayette, Indiana, Mr. Davis has a Bachelor of Science Degree in Mechanical Engineering.  Mr. Davis held various operational and leadership positions with Procter and Gamble and St. Bernard Soap companies before starting a real estate company.  Mr. Davis res ... (view full description)

Erik Dowling

Managing Director
Value Partners

Erik Dowling is a Principal & Managing Director at Value Partners, where he manages the sourcing, underwriting, negotiating, structuring, and due diligence of activities of an acquisition team focused on select markets across the United States. Erik also serves on the company’s Investment Committee.   Prior to joining Value Partners, Erik was a Principal of The SilverBrick Group, a privately held real estate investment company. In this role, Erik led the acquisition, management and renovations of more than 2,000 units of value-add multi-family properties across three states. Erik has more than 20 years of experience in the commercial real estate industry, working extens ... (view full description)

Kevin Dowling

Strategic Account Director
Juniper Square

No biography specified

Bryan Draga

Wholesale Marketing Director
Sherwin-Williams(r)

Bryan has held a number of leadership positions in Sales, Marketing  and Corporate Planning and Development since coming to the Sherwin-Williams Company in 1997.  His current role as the Director of Wholesales Marketing for both the Multi-Family and New Residential segments allows him a unique perspective on household starts in North America.  

David Eyzenberg

President
Eyzenberg & Company

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

Matt Ferrari

Senior Managing Director
TruAmerica Multifamily

Matt Ferrari is the Senior Managing Director of TruAmerica’s National Acquisitions platform and also heads the firm’s Arlington, Virginia office where he oversees operations and asset management across the Eastern United States.  Since joining the firm in 2016, Ferrari has helped build TruAmerica’s East coast portfolio in the Mid-Atlantic and Southeast property markets, which have represented nearly 50 percent of the firm’s new acquisitions during that time.   Previously, Mr. Ferrari was an Investments Director at AvalonBay Communities Inc., an S&P 500 publicly traded multifamily REIT where he was responsible for acquisitions and dispositions in the Mid-Atlantic and Northeast ... (view full description)

Randy Ferreira

CEO
BlueRoc Premier, LLC

No biography specified

Kathy Fettke

Co-CEO
Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Jerry Fink

Managing Partner
The Bascom Group, LLC

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $15.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units.  Bascom has ranked among the top 50 multifamily owners in the U.S.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Venture Partners, Bascom Milestone Ventures, and the Realm Group.  Bascom’ ... (view full description)

Richard Fishman

President
Valcap Group

Founder of The Valcap Group, LLC as well as an investor in over 7000 apartments nationwide, Our target markets are Texas, Tenessee, The Midwest and the greater Southeast. We look for opportunities for rent growth in A and B communities. Richard is in charge of acquistion, business strategy, financing and investor relations for this closely held multifamily company.  A graduate of UPenn with a B.A. and M.A. in Regional Science,  Richard combines an underlying knowledge of how communities evolve with market economics.  The Valcap Group is headquartered in Dallas, Texas.  JV opportunities are also being pursued to grow the company's platform.  Our company seeks to "maximize revenue through cust ... (view full description)

Joe Fishman

SVP
FM Capital

Mr. Fishman is a Senior Vice President at FM Capital since 2010. He is responsible for identifying value-add and yield-driven investments for purchase and managing the acquisition and closeout processes. He does this for FM Capitals equity and debt investment strategies. In addition, Mr. Fishman originates commercial real estate loans for clients. Prior to joining FM Capital, he spent five years working in real estate management, primarily in the New York Tri-state area. Mr. Fishman previously was the founder and manager of a real estate services contracting firm that focused on creating and implementing solutions to improve the quality of multi-family properties. Mr. Fishman is a licensed r ... (view full description)

Charles Foschini

Senior Managing Director
Berkadia

Charles Foschini is senior managing director of Berkadia, its highest production title, providing complex capital solutions to a focused clientele of major property owners throughout the United States. Unique among his peers, Charles’ team of six engages in a borrower-focused practice balanced between commercial and multifamily executions bringing creative solutions to every engagement. In addition to his production role, Charles co- manages the state of Florida, providing strategic vision and leadership to a dynamic team of investment sales and commercial finance professionals in one of the country’s top-producing regions. With over two decades of experience structuring ... (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)

Glenn Gonzales

Principal & Co-Founder
NAPA Ventures LLC

  Glenn Gonzales is an entrepreneurial individual able to leverage 25 years of commercial real estate experience. Glenn served as Treasurer on the Board of Directors for the Washington Multi-family Housing Association, and was elected as President of the association in 2006. From 1994 to 1998, Glenn was a board member for the Utah Apartment Association. He also served a two year term as the Chairman of the Public Relations Committee and a one year term as the Secretary Treasurer for the Institute of Real Estate Management (IREM). Since 1994, Glenn has also been an instructor for the Apartment Associations in local markets. Prior to his position as Presiden ... (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)

Ned Grace

Partner
Ausmerica LLC

Ned Grace is the founder and managing partner of Ausmerica LLC, a South Florida real estate investment company focusing primarily on long-term cash-flow residential properties with a portfolio including both single and multi-family units. Ned is also a partner at KangaRent LLC, owner of Kanga Property Management and KangaRealty, top property management and real estate brokerage businesses based in West Palm Beach. Prior to real estate investment and management, Ned was an Analyst at Millennium Partners, a top-performing, multi-strategy, global Hedge Fund. Ned was responsible for sourcing and maintaining public equity investments throughout all segments of the c ... (view full description)

Mark Hafner

CEO
HASTA Capital

Mark Hafner is Chief Executive Officer and co-founder of HASTA Capital.   Headquartered in Mexico City, HASTA Capital is focused on the investment and development of residential multifamily rental assets in Latin America and the United States.  HASTA combines its specialized operational expertise, rigorous analytical methodology and meticulous attention to detail, sustainability and quality control throughout the development process to create world class buildings and living environments that improve their cities and generate superior risk adjusted returns for their investors. Prior to founding HASTA, Mr. Hafner was Senior Managing Director at Greystar, the largest operator of apartmen ... (view full description)

David Halabu

Managing Partner
Group 10

Started his career as a trader at Broadway Trading in NYC.  In 2001, he moved to Miami to head the trading desk for Assent LLC (division of Sungard Data Systems) in South Florida.  David is a serial investor in many alternatives such as real estate, distressed debt (public & private),  proprietary trading system & medical related businesses. He co-founded Group 10 in 2011 to invest in non performing real estate debt., Group 10 has evolved into having separate divisions for private lending, fix and flip, commercial value add, and residential rentals. Graduate Tulane University. Member of EO Accelerator  & Chartered Alternative Investment Analyst (CAIA) ... (view full description)

Nate Hanks

CEO & President
RealSource

Nate has over 25 years of experience in the real estate industry, with many of these years acquiring and managing his own properties as well as managing and owning several businesses to train and help clients invest in commercial real estate. He joined RealSource Brokerage Services, LC (RSBS) in 1999. In 2002 Nate and his business partner Mike Anderson formed RealSource Equity Service to further assist clients in purchasing large multi-family properties. In 2004 Mike and Nate formed RealSource Management, LLC (RSM) to help clients manage these and other properties owned by our clients. Currently RSM manages over 6,500 units.  Nate graduated from the University of Utah in 1984 wit ... (view full description)

Chase Harrington

President & COO
Entrata, Inc.

Chase Harrington is the President and Chief Operating Officer of Entrata, the multifamily industry's most comprehensive Platform as a Service (PaaS) provider. Entrata offers a wide variety of online tools including websites, mobile payment services, resident management and accounting systems that serve more than 20,000 apartment communities nationwide, including 32 of the NMHC Top 50 Largest Managers. Since joining the company in 2009, Harrington has been focused on building the company's world-class sales, product, and UX teams. His dedication to his work and his clients earned him recognition both within the company and among industry peers, including several speaking opportunities at the ... (view full description)

Michael Heckman

Director of Acquisitions
Alexander Forrest Investments, LLC

With the discipline learned in the U.S. Marine Corps combined with  20  years  of   real   estate investment experience, Mike administrates AFl's proprietary national apartment complex data-mining algorithms. He then oversees precise  processes which blends boots-on-the ground information with negotiations, financing and closing of apartment complexes that meet AFl's rigid financial projections. Usi ng this rigid and non-emotional recipe, Mike's success rate at exceeding forecasts is world class.
 

E. William Henry

Managing Member
RGA Design Forensics

No biography specified

Brian Hettinger

Partner
Recromax

Brian has been involved in all phases of the construction industry for over 16 years, from project scheduling and estimating to painting and drywall. He holds degrees from University of Wisconsin in both Commercial Architecture and Construction Management with a minor in Business. Brian along with his three partners formed Recromax in 2012 providing restoration, rehab and repair services developing a team that is dedicated to problem-solving, pride in work, professionalism, trustworthiness, honesty and integrity, with a service-minded attitude.  Brian has an exceptional combination of educational and workforce experience with an energetic and highly motivated attitude, lending creative and e ... (view full description)

Jeronimo Hirscheld

CEO & Principal
One Real Estate Investment

  Jeronimo Hirschfeld is the Founder, Chairman and CEO of One Real Estate Investment, with seats on the Boards of a number of highly successful Miami, Florida-based real estate-oriented companies. He is an experienced developer with successful residential and commercial properties in Mexico City, Texas and South Florida. Most recently, Mr. Hirschfeld has acquired substantial property for residential development in Miami's newly gentrified Wynwood area, the seat of the city's internationally acclaimed arts community. Today, Mr. Hirschfeld's real estate portfolio includes ownership of over 4,500 multi-family residential units located in Houston, Texas and Miami/Dade Cou ... (view full description)

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)

Davis Hovland

Account Executive
Rently Keyless

No biography specified

Joseph Ianoale

VP
LEM Capital

Joe is a Vice President of Acquisitions where he works on the sourcing, underwriting and due diligence of potential investments which includes market and comparative property analyses, property due diligence, and financial modeling.   Prior to joining LEM, Mr. Ianoale was an Associate at Wells Fargo Securities in the Investment Banking-Infrastructure Public Finance Group where his experience included structuring and executing public/private market debt solutions and derivative transactions for large governments, transportation and higher education issuers.   Mr. Ianoale holds a Bachelor of Science in Finance from the College of Business and Economics at Lehigh Univers ... (view full description)

Benjamin Inman

Managing Member
INMAN EQUITIES, LLC. / EQUIS Residential

Originally from Nashville, TN, I have over 15 years of experience working in many facets of the Real Estate Industry. I am the Managing Member, INMAN EQUITIES, LLC / EQUIS Residential LLC based in Nashville, TN.  INMAN EQUITIES, LLC is a privately held real estate investment company with offices in Nashville, TN and Atlanta, GA., is focused on the acquisition and management of quality income producing multifamily properties within strategic growth markets throughout the Southeastern United States. INMAN EQUITIES, LLC was established by Benjamin Inman initially as EQUIS Residential, LLC in West Palm Beach, FL while overseeing the Real Estate Portfolios and Acquisitions and Disposi ... (view full description)

Sam Isaacson

Managing Director
JCR Capital

Sam Isaacson is a Managing Director at JCR Capital serving as the co-head of its latest structured finance investment vehicle, the $329.5MM JCR Commercial Real Estate Finance Fund 3. Prior to joining JCR Capital, Mr. Isaacson was a Senior Vice President of Acquisitions at LEM Capital, an institutional value-add multifamily investor in Philadelphia.  In this role, he was responsible for the underwriting and due diligence of potential investments.  Prior to joining LEM, Mr. Isaacson was an Associate at Wells Fargo Securities in their Investment Banking – Financial Institutions Group where he focused on capital markets and M&A transactions involving REITS and specialty finance ... (view full description)

Alan Isenstadt

-
KeyBank

No biography specified

Brandon Jurkovich

VP,National Sales Manager
OpenProperty

Brandon Jurkovich has spent the last 14 years introducing new services to the multi-family and single-family rental sectors. His career began at Assurant, Inc. providing insurance and financial related services. In particular, he helped to usher in mandatory renter’s insurance across the nation – taking properties that did not enforce mandatory renter’s insurance to gaining a new profit center. This required a cultural shift for rental property operators; that are now reaping tremendous financial benefits after initial push-back. Following Assurant, Mr. Jurkovich joined Entrata, providing approximately 40 software solutions to rental property operators nationwide to optimize their operations ... (view full description)

Danny Kattan

Director
PIA Group USA

Daniel Kattan is a principal with PIA Group USA a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast.  Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Kattan heads PIA’s Capital Markets D ... (view full description)

Newton Kershaw III

CEO , Multifamily Acquisitions & Development
Elm Grove Companies

Newton acts as CEO and head of acquisitions and finance for Elm Grove Companies. Elm Grove Companies owns and manages a multifamily portfolio in New Hampshire and Massachusetts which consists of in excess of 1200 apartments.  Newton is formally educated in Economics and Finance having graduated Magna Cum Laude from Syracuse University and with honors from an overseas program of study in International Finance and Banking at Oxford University. He has completed the Harvard Business School Real Estate Executive Seminar.
 
His career started in the investment banking industry in New York City at Lehman Brothers where he worked in the mortgage trading group securi ... (view full description)

Reichen Kuhl

CEO & Founder
LeaseLock Inc.

Reichen is an attorney and the founder and CEO of LeaseLock. He is a graduate of the U.S. Air Force Academy (BS Engineering), and a graduate of Loyola Law School (Juris Doctor).  He won CBS' "The Amazing Race" in 2003 along with its $1M prize. LeaseLock eliminates damage deposits and security deposits for all property managers and owners.  Rather than attempting an ineffective form of self-insurance using damage and security deposits, properties that use LeaseLock have the Renter pay a low bundled fee at move-in that protects (and provides claims-based funds to) the property more than straight deposits can. LeaseLock is now in over 1M units nationwide and is being use ... (view full description)

Theresa Leatherbury

President
Rachuba Management, Inc.

Theresa Leatherbury, CPM, is President of Rachuba Management, Inc., AMO, a family-owned real estate management business, with a primary focus on serving clients through Property Management and Construction Management.   Theresa spent the first part of her career in retirement plan consulting.  In 2005, she changed her focus to real estate and joined the family business.  Within a few years, she started Rachuba's property management business.  Rachuba Management currently manages about 1,000 units in the Balitmore area.  In 2018, Rachuba Management earned the designation of Accredited Management Organization (an IREM credential). Theresa is active in the industry and i ... (view full description)

George Lintz

President
Bellaire Partners LLC

George Lintz founded the Bellaire Group of Companies in 2009 starting with Bellaire Real Estate Investment Trust, a private REIT that invests in real estate debt and equity investments in the United States. Bellaire began investing in high yielding apartment buildings in 2009 in California. In 2014 Bellaire moved its focus to the Dallas-Fort Worth real estate market. Bellaire has expanded to San Antonio and the Midwest. Bellaire entities act as a sponsor to various multifamily real estate investments. George is the President of BRC Commercial Bridge Fund LLC, which is a small balance private money lender, servicing developers of commercial and residential properties in California. George ear ... (view full description)

Mark Lippmann

Managing Director
Abacus Capital Group

Mr Lippmann is a Managing Director at Abacus Capital Group and is actively involved in the acquisition of assets in the Eastern US, capital raising and company strategy.  Mr Lippmann has significant transaction and capital market experience.  Over the span of his over 20+-year career he has acquired and sold over $3.0 Billion of assets in the North America and Japan.     Prior to joining ACG Mr. Lippmann was a Managing Director at The Praedium Group LLC where he was responsible for building-out the Firm's Southern region investment and asset management platform. During this effort he acquired over 15,000 multi-family units and approximately three million square feet of commercial ... (view full description)

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Benjamin Loney has extensive experience in the national and international real estate investment markets and has completed principal transactions in excess of $1 billion. His expertise spans the entire property ownership life cycle, from initial opportunity identification, through the execution of property repositioning strategies and disposition. Mr. Loney serves as Head of Acquisitions for Castle Lanterra Properties where he is responsible for identifying, evaluating and structuring asset and portfolio investments. He also oversees the due diligence process and business plan development for each property. Prior to Castle Lanterra, Mr. Loney served as Vice President ... (view full description)

John Charles Maddux

President & CEO
Sunstone Properties Trust

John Charles Maddux serves as the President and CEO of Sunstone. Mr. Maddux previously served as the President and COO of MMPI, now known as EVOQ Properties. His background includes, among other types of real estate projects, direct “hands on” experience in all aspects of the acquisition, development, rehabilitation and management of multifamily residential developments and redevelopments. Projects he has had personal responsibility for the acquisition, development or rehabilitation and management range in size from less than $1.0 million to over $5 billion. In his career, he has participated as an attorney or as a principal in over $25 billion in real estate transactions. Mr. Ma ... (view full description)

Josh Mandell

President/COO
Gateway Companies

Josh Mandell is the President/Chief Operating Officer for The Gateway Companies, an owner/developer/manager of multifamily properties throughout the Southeastern US.  Prior to this, Josh was the Director of Investments for StoneRiver Company, where he led the build-out of the Company's property acquisition platform. In addition, Josh has served as General Counsel and later, Director of Acquisitions and Development for BSR Trust (formerly Summit Housing Partners), a Southeastern multifamily investor/developer. Josh is a graduate of the University of Alabama (B.A.) and Loyola University (New Orleans) School of Law, and is a member of the Louisiana and Alabama State Bar Associa ... (view full description)

Steven McDonald

Chief Economist
Community Solutions Group

Mr. Mc Donald specializes in economic and financial quantitative models and statistical analysis to include business valuation (CVA #20639), forecasting and strategic planning, revenue optimization, pricing, utility rate design, short - and long-term financial analysis, and econometrics.

Aaron Mesmer

Principal-Acquisitions
Block Real Estate Services, LLC

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

Michael Miller

CMO
5 Arch

Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lennar, and Tishman Speyer.  

Joakim Mortensen

CCO
CoreVest Finance

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $4 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)

Paul Murad

President
Metroplex Realty

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

Chad Musgrove

Vice President
Hunt Real Estate Capital

No biography specified

Matt Neisser

COO
LendingOne

Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career.  Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coup ... (view full description)

Kenneth Padgett

Owner
Recromax

Kenny has more than 20 years of experience in the construction industry, 16 of those years with a Fortune 500 Company and 4 years as an entrepreneur, demonstrating excellent Operational and Strategic Management Skills. He is a highly competitive, energetic, dedicated, and results focused leader who achieves objectives by understanding the individual needs of each team member, understanding the competitors, and understanding the business decisions necessary to excel in a highly competitive environment. Last year his company was ranked #9 by the Orlando Business Journal for Orlando Remodelers.
 

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 United St ... (view full description)

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and an innovator with a background in two diversified professional fields: real estate investments and pharmaceutical research. Shravan is the CEO of American Ventures LLC (AV) & Co-CEO & Co-Founder of NAPA Ventures LLC (NAPA). AV & NAPA ar3e multifamily and commercial real estate investment company focused on the acquisition, rehabilitation and operation of value-add and core asset investment properties.  NAPA has experienced exceptional business growth, acquiring 4000 units in the last couple of years, and is set to more than double the portfolio with a planned pipeline of acquisitions slated to close in 2017/2018. NAPA's ultimate go ... (view full description)

Gideon Pfeffer

Managing Partner
GSH Group LLC

Gideon Pfeffer has been involved in opportunistic real estate investing for more than a decade. Beginning in finance and mortgages he quickly transitioned to residential development where he built multiple successful real estate and related companies.    His latest venture, GSH Group LLC, focuses on acquiring workforce housing properties. This under served market segment consists typically of apartment complexes built between 1960 and 1990. GSH targets properties with 200 or more apartment units that can be acquired at prices well below replacement cost. Properties typically have high occupancy but also show opportunities for increased revenues through management efficiency and r ... (view full description)

Lorne Polger

Senior Managing Director
Pathfinder Partners, LLC

Lorne Polger is the Senior Managing Director and Co-Founder of Pathfinder Partners, a private equity fund based in San Diego, California that focuses on the acquisition of distressed and opportunistic real estate assets, with a primary concentration in the residential space (apartments, condominium and townhome developments and land). Since its inception in 2006, Pathfinder has acquired over $1 billion in assets in major markets throughout the Western United States, including Seattle, Portland, Sacramento, Los Angeles, San Diego, Denver, Phoenix, Las Vegas and Austin. Prior to co-founding the company, Lorne practiced commercial real estate law for 20 years, and is the former head of the Real ... (view full description)

Gabriel Pozo

Principal
Advalurem Group

Mr. Pozo is Principal and Founder of Advalurem Group with the primary responsibilities of setting strategy, developing business and overseeing acquisitions. He is a member of the Investment Committee. Mr. Pozo has two decades of institutional real estate experience, including positions in private equity, investment banking and management consulting. Over his career, Mr. Pozo has overseen the acquisition and financing of more than $5 billion in commercial real estate. Prior to forming Advalurem Group, Mr. Pozo was a senior member of the acquisitions and business development team at Madison International Realty, a value-added real estate fund with over $2 billion of assets under management. Mr ... (view full description)

Matthew Robbins

Associate Director
Berkadia

Matt Robbins is an Associate Director on Berkadia's South Florida commercial mortgage banking team, providing comprehensive capital solutions for owners of multifamily and commercial properties. Recognized as a distinguished "Young Leader" within the organization and an industry "Rainmaker," Matt has been involved in nearly $2 billion in real estate finance transactions since launching his career at Berkadia in 2013.

Ranajoy Sarkar

Chief Product Officer
Roc Capital

• Chief Product Officer at Roc Capital, a middle market focused real estate lender for non-owner occupied residential and commercial real estate • Portfolio Manager in the mortgage strategies group at Napier Park Global Capital (2007-­2016), a multi­‐strategy asset manager with $6bn in AUM, and its predecessor Citi Capital Advisors • Portfolio Manager at Koch Global Capital (2006-2007) • Managing Director, Fixed Income Research at Bear Stearns (2003-2006), Associate, Fixed Income Trading at Lehman Brothers (1998-2000) • Bachelor of Technology in Aerospace Engineering from the Indian Institute of Technology, Kanpur, India in 1996; M.B.A. from the John M. Olin School of ... (view full description)

Bryan Schultz

VP, Commercial Equity
RealtyShares

Bryan has over 20 years of experience underwriting, structuring, negotiating and closing institutional-quality commercial real estate transactions. He has been directly responsible for the acquisition and development of more than $4B in office, industrial, apartment and retail projects at Realty Mogul, BlackRock, RREEF/Deutsche Bank, Hines and Archon Financial.

Gabe Seghi

VP
Hunt Real Estate Capital

  Gabe Seghi is a Vice President at Hunt Mortgage Group, a wholly owned subsidiary of the Hunt Companies. Mr. Seghi originates Hunt Mortgage Group’s full range of debt products for multifamily and other commercial assets nationwide, and has expertise in all Fannie Mae, Freddie Mac, FHA, CMBS and Hunt balance sheet loan programs. His team has particular experience in Affordable and Seniors Housing with an understanding of low income housing tax credits and other affordable housing programs.   Mr. Seghi joined Hunt Mortgage Group from Pillar Finance - a Guggenheim Partners Affiliate, where he was a Vice President, Capital Markets. While at Pillar, he forged strong relationshi ... (view full description)

Jesse Shemesh

Portfolio Manager
Point Acquistions LLC

Mr.  Shemesh is VP of Acquisitions at Point Acquistions LLC where his primary role is deal sourcing and dispositions. He has over ten years of experience in acquisitions, development, sales and distressed debt trades. His professional experience includes tax compliance and consulting services for alternative investment clients at KPMG and BDO USA, LLP. At KPMG, his responsibilities included tax planning, preparation and review of hedge funds, real estate and private equity funds ranging in sizes from $50 million to $5 billion in net assets. During his time at BDO, he was an instructor in Continuing Professional Education programs for investment partnerships and high net worth tax planning.   ... (view full description)

Dave Sherbal

Owner
Heschel Asset Management

No biography specified

Eric Silverman

Founder & Managing Director
Eastham Capital

Eric S. Silverman.  Mr. Silverman is a Founder and Managing Partner of Eastham Capital, a private real estate investment business based in Boca Raton, FL. Eastham Capital launched its first fund in 2007, and its fifth fund in 2017. Eastham Capital invests in multifamily properties sourced and managed by a diverse network of local and regional real estate owners and operators who have established successful track records of acquisition, renovation, management and disposition of distressed real estate assets. We strive to achieve superior-risk adjusted returns for our investors through the revitalization of distressed residential real estate. WE FIX PROPERTIES, NOT NEIGHBORHOO ... (view full description)

Tomas Sinisterra

Founder
Strategic Properties

A fiscally-conscious and goal-driven business executive, Tomas Sinisterra approaches each new business challenge with creative problem-solving and measured risk-taking to drive consistent top and bottom-line improvements and investor returns. Tomas began his career as a Civil Engineer from the Universidad del Valle in Cali, Colombia, with a Harvard Extension MBA from Universitå Bocconi in Milan Italy and a Diplomat in Top Management from ICESI University.   His expansive career in Real Estate began as a partner in charge of the construction of healthcare facilities for Hospitecnica from 1984 to 1987. He continued his passion for new developments as a partner and CEO of Siaco f ... (view full description)

Nathan Tabor

Real Estate Investor/Consultant
NathanTabor.com

Nathan Tabor is a real estate investor and consultant.  Since 2006 Nathan has bought, renovated and sold over $52m dollars of multi-family units and consulted on deals worth over $200m.  In 2012, 2013 and 2014 Inc 5000 ranked Nathan’s companies as one of the fastest growing small businesses in the US.  Nathan is the author of How to Find, Finance, Fix & Flip Apartments: from Duplexes to 100+ Unit Complexes.  Nathan has successfully founded and operated more than two dozen businesses since 1999, grossing over $150 million in sales. His experience spans the areas of commercial real estate acquisition and redevelopment, automobile sales, direct pr ... (view full description)

Paul Turovsky

COO
Four Square Realty Investments/TRAC Global

After graduating from Ave Maria School of Law in 2013, Mr. Turovsky gained significant practical experience in all aspects of residential and commercial real estate transactions. He then founded several real estate firms, including a real estate investment conduit and a firm that purchased and sold distressed residential properties. Mr. Turovsky has broad experience in real estate transactions, including real estate brokerage, mortgage underwriting, title services, purchases and sales, assembling investment syndicates and structured real estate finance. Mr. Turovsky earned his undergraduate degree from Baruch College.

Joseph Viery

Partner
US Tax Advisors Group, Inc. (USTAGI)

Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies. By using legal, IRS compliant and proven tax planning structures combined with effective engineered based studies, he specializes in working with those who want to protect their assets and create wealth. Mr. Viery began his career in cost segregation industry in 2008 and has been has been speaking to REALTORS®, property owners, and tax professionals throughout the nation. These concepts provide the tax professional and real estate owner’s powerful tools to legally defer or eliminate income tax and to comply with the new Tangible Proper ... (view full description)

Matt Weirich

Co-founder & CEO
Realync

Matt Weirich is the Co-founder and CEO of real estate technology company, Realync. Matt's passion for real estate began when flipping his first property the summer before senior year in high school and continues through his founding Realync out of personal pain with the real estate search process. Fast forward 5 years and Realync is now helping multifamily professionals and consumers from over 47 states and 34 countries connect to experience spaces live in a collaborative, transparent way. 

Eric Welles

VP Business Development
GigaMonster

Eric has spent over fifteen years as a private (non-franchise) Provider of Internet and Television services.  In almost nine years at AM3, Eric was responsible for sales, sales planning, and sales operations, and led the VC funded acquisition and integration of ten PCOs, growing AM3 to over 130,000 RGUs to become  the largest private cable operator in the country.  Eric joined the GigaMonster team as VP Business Development in June 2016 where he concentrates on Gigabyte delivery to MDU residents, and the development of services to deliver revenue growth for Owners.  GigaMonster is a national provider of Gig speed Internet services, and DIRECTV, specializing in true Gig ... (view full description)

Cole Whitaker

Senior Managing Director
Berkadia

  Cole Whitaker is the Senior Managing Director at Berkadia, where he leads a team of brokers covering the Orlando, Tampa, and Jacksonville markets. Prior to joining Berkadia in 2012, Cole was the Florida Partner at Hendricks & Partners and prior to that an Executive Director of Florida for Cushman & Wakefield. During his 35 years in the business, he has transacted in excess of $7B in sales. Cole received a Bachelor of Science from the Southern Methodist University.

Jim Wilson

Managing Director
JMP Asset Management

Jim is a Managing Director of JMP Asset Management, Co-Portfolio manager of the JMP Realty Partners I (the “Fund”) and a member of the Investment Committee. Jim joined JMP Securities in 2000 as Director of Research and Senior Real Estate and Housing Analyst. He held those positions for 11 years. He also headed the residential Real Estate investment banking effort for JMP Securities from 2012-2015. Prior to joining JMP, Jim was a Managing Director and senior research analyst for four years at Jefferies & Company, where he covered REITs, homebuilders, manufactured housing and resort, vacation ownership and property-related service companies. From 1989 through 1996, Jim served as a senior r ... (view full description)

Bruce Wuollet

Founder
Bakerson, LLC

Bruce Wuollet is the cofounder of Bakerson LLC, a real estate capital management firm. Bruce is responsible for overseeing day-to-day operations, which includes employees, equity funds, property specific syndications, wholesaling, retailing and finance. Since October 2002, Bruce and his team have flipped over 2200 homes, 25 apartment buildings, 250 space mobile home park and a motel. Bruce has spearheaded the creation of 5 private equity funds with numbers 6 & 7 in formation stages. What makes Bruce so successful in his business is his passion for changing people’s lives by the transformation of their community. He is also very involved with crowdfunding and how it wil ... (view full description)

Jared Zeisler

Partner
Capital Solutions, Inc.

I am currently a Partner at Capital Solutions Inc ("CS") . As Partner, I handle all functions at the firm including acquisitions, capital raising, asset management, strategic initiatives at the firm.  Founded in 1991, Capital Solutions is an investment firm specializing in real estate investments.Currently the firm has over $300M of equity invested in deals totaling $1.5B in value.  CS is primarily focused on investments in for rent housing (market rate, student, senior, and affordable) & healthcare related real estate, and NNN deals. We will look at any other real estate deal that makes sense. Specialties: Investment, Capital Raising, Business Origina ... (view full description)
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Event Contacts for 2nd Annual Middle-Market Multifamily Forum (East): A Forum for Small & Mid-Sized Apartment Owners and Developers

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

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

Introduction - Who we are

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

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

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

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    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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