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Larry Acker


ACT, Inc. develops and manufactures electronic Hot Water D’MAND Kontrols® Systems which manage and control distribution of potable hot water for multi-family, commercial and residential  buildings in existing and new construction since 1992. ACT, Inc. products have been tested by Oak  Ridge National Laboratories, funded by the US Department of Energy and received a CERTIFICATE OF  RECOGNITION for their savings of water and energy. ACT, Inc. holds multiple patents on electronic controls for saving energy and water. Larry has been involved in the study and research of energy and water conservation products for the last 45 years. He has invented several sustainable products an ... (view full description)

Mark Ainley

Partner & Business Dev
GC Realty & Development, LLC

Mark Ainley is an investor, managing broker, and property manager with almost two decades of experience in real estate.  Mark has been a speaker at numerous events across the country including investing summits in Dallas, Atlanta, San Francisco, and Chicago.  His extensive experience allows him to share his knowledge and experience on many topics like property management, scaling a business, rehabbing and flipping, out of state investing, asset stabilization, market analysis, and more.   Mark found his way into real estate by purchasing and flipping condominiums prior to the great recession and since he has built his own portfolio of rental portfolio alongside the creation of GC Realty & ... (view full description)

Colin Apple

Managing Director
Bridge Investment Group

Colin Apple serves as Managing Director of Acquisitions for Bridge Multifamily Fund Manager LLC. Prior to Bridge, Mr. Apple worked as a Vice President in the Real Estate Investment Group at Starr Insurance Holdings in NYC underwriting both direct and fund real estate investment opportunities in the United States, Europe, South America, and Asia. While at Starr, he invested in over $1 billion of direct real estate investments around the globe and multiple real estate fund strategies including multifamily housing, emerging market development, and distressed debt. Prior to Starr, Mr. Apple worked as an Analyst and Underwriter for the Commercial Mortgage Backed Securities Group at Wells Fargo Ba ... (view full description)

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

John is the Founder and Managing Partner of Peak 15 Capital. A capital advisory firm servicing commercial real estate operators and sponsors in identifying, sourcing & securing their capital stack. John is also a Managing Member of MACC Venture Partners, a 6000-units Southeast focus owner/operator of multifamily assets.  He directs acquisitions, strategic development, capital management and growth.  He also oversees alternative financing and investor/portfolio development and fund management.  Previously he was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston ... (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

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)

Richard Batt

Sr. VP of Investor Relations
Redwood Living

Richard Batt grew up in Buffalo, New York and landed in Ohio via New Orleans.  Richard formerly worked as a Certified Public Accountant for Deloitte and Touche, and has a Certificate in Management Accounting along with an MBA.  His diverse development and financial background includes involvement in the development of 4,000,000 square feet of office space, 4,000 residential building lots, 3,000 apartments and in excess of $1.5 billion in project financing.  Richard is responsible for Redwood’s development efforts in Michigan and Illinois along with Investor Relations.  Beyond work Richard enjoys travel with his wife of 38 years, Maureen, fishing, spending time with their four children and th ... (view full description)

Kurt Bender

Bender Companies

Kurt founded Bender Companies in 2011. He has more than 14 years of experience in commercial real estate investing, operations, project management, and finance. As Principal, Kurt oversees all operations and financial responsibilities of the companies multi-family assets. He is directly responsible for overseeing and leading the team of area managers. With over $250 million of investment experiences, he directs the firm’s investment strategy. He leads the team on sourcing potential acquisitions, analyzing investment proformas, and deal negotiation. Prior to Bender Companies, Kurt spent seven years working alongside his grandfather in his commercial real estate business. He starte ... (view full description)

Sasha Bernier

Managing Partner
Hestia Holdings

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)

Adam Blake


Adam Blake is a real estate and technology entrepreneur that has started, scaled, and exited multiple venture and private equity backed companies. Adam is currently the CEO of Zego, a digital amenity and resident engagement platform for apartments. Adam is also the founder of Atlas Properties, a multi-family investment and operating company with experience in over 6,000 units ranging from garden style apartments to mixed use high rises. Prior to Zego, Adam was the CEO of Brightergy, an energy technology company he founded in 2010. Over 6 years, Adam led Brightergy to become the largest commercial solar company in the US operating in 17 states before a successful 2016 sale of the ... (view full description)

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states. Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (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 30 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct le ... (view full description)

Michael Branam

Director of Sales - Multifamily

With nearly 20 years of experience in real estate technology, Mike has been a part of several successful tech start ups that have served the multifamily industry. Mike has spoken and been on panels at NARPM and NAR conferences for the single family home space, and has also served on speaking panels at multifamily events that include NMHC, NAA, AIM and IMN.   He worked with several former Google Executives to help launch rentbits which landed on the Inc 500 list of "America's Fastest Growing" private companies in 2008, and helped launch another startup, Remotely, which earned "Product of the Year" at the 2015 AIM Multifamily Conference. ... (view full description)

Jason Buxbaum

Jevan Capital

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

Andrew Campbell

Co-Founder, Managing Partner
Wildhorn Capital

Andrew Campbell is a native Austinite and real estate entrepreneur who broke into real estate investing first as a passive investor in 2009.  In 2012 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio. He earned his stripes building and managing his personal portfolio before moving into larger multifamily buildings.  At Wildhorn, he is focused on Acquisitions and maintaining Investor Relations, leveraging his marketing background to build long-term relationships.  Today, they control a $100+mm portfolio of over 1100 units.   Andrew’s background is in Market Research & Brand Strategy, spending time in both ... (view full description)

John Casmon

Casmon Capital Group

John Casmon is a burgeoning real estate entrepreneur, who controls a portfolio with over 600 units. He started by house-hacking a duplex and now partners with investors to purchase apartment buildings through his firm, Casmon Capital Group. He is the co-creator of the Midwest Real Estate Networking Summit, a no-pitch conference to connect like-minded investors.  

John also hosts the weekly real estate podcast, Target Market Insights, where he speaks with specialists across the country to uncover the best emerging markets, marketing tips and investing insights.

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)

Corey Chisnell

Accend Management

Mike Coco

Choice Property Resources, Inc.

Mike Coco is the President of Choice Property Resources, a leading advisor to the multifamily industry. With over 15 years of experience in MDU telecommunications technologies, Mike recognizes the impact that broadband services have on real estate owners, residents and communities. He and the Choice team partner with owners, developers and managers to negotiate and manage advantageous provider contracts. Mike is a member of the National Apartment Association, National Suppliers Council and National Affordable Housing Management Association. Currently, he holds the designation of Certified Apartment Suppl ... (view full description)

Chris Davis

Acquisition Specialist /Broker

" Chris Davis grew up in the northwest suburbs of Chicago and started his career in construction. He had an interest in flipping houses which has led him to his current passion of real estate. Chris epitomizes integrity, energy, hard work, and creative service in every real estate deal.  In four short years Chris has obtained his real estate license, flipped over 60 properties, holds and manages over 55 units, and is the number one broker at Tanis Group Realty. Chris's goal is to continue growing his portfolio and help other investors grow their business. 

John Diedrich

Global Head of Investments
CA Ventures

John Diedrich serves as the Global Head of Investments and Principal for CA Ventures. He is responsible for the oversight of all acquisitions and development, globally, for CA’s wide range of commercial real estate asset classes. John provides strategic leadership from pipeline formation to capital raise and project closing. As a member of CA Ventures’ Investment Committee, Mr. Diedrich supports the development and implementation of the firm’s investment strategy. John also oversees CAV Finance – a division dedicated to alternative investment products and EB5 business. Since joining the firm in 2008, John has actively supported CA’s growth from a ~$400 mil ... (view full description)

Laura Dietzel


Laura specializes in providing real estate audit and consulting matters for privately held companies and private equity funds specializing in real estate. Since joining RSM, she has worked with commercial, residential, retail, hotels and real estate opportunity funds, as well as performed due diligence services for real estate funds and various lenders in the real estate conduit markets. Laura has over fifteen years of experience in real estate and public accounting, and has developed and presented multiple continuing education courses in the real estate industry. In 2018, she was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its se ... (view full description)

Jim Driscoll

Senior VP
Waypoint Residential

Senior Vice President, Development at Waypoint Residential with leadership responsibility for the firm’s rental residential, senior housing and student housing development efforts in the Northeast region, including land acquisition, construction and lease-up of new properties, as well as supporting teams in other geographic regions. Driscoll, who has more than 25 years of experience leading the planning and development of residential and mixed-use properties, joined Waypoint from LCOR, where he served as senior vice president of development.  Previously, Driscoll held senior-level positions as at M/I Homes, K. Hovnanian Homes and Archstone.

Brian Eby

Managing Director-Multifamily
TH Real Estate

Eiran Feldman

First Insite Realty

Kathy Fettke

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)

Steve Firestone

Crown Bay Group LLC

I lead the company's investment and asset management team. Crown Bay Group’s main focus is on multifamily and select office properties. I am responsible for overseeing all aspects of the company's property acquisitions and dispositions process from deal origination/sourcing through underwriting and analysis, contract negotiations, due diligence, project financing, asset management and dispositions.   I am a veteran of the Real Estate industry. I became involved in real estate in 1997 and have since been directly involved in many aspects of the industry from acquisitions of multifamily and commercial properties, to management, leasing, and development.   “We will be lo ... (view full description)

Mark Fogel

President & CEO
ACRES Capital

Mark Fogel founded ACRES Capital in 2012 and leads the executive management team as the President and Chief Executive Officer. Mr. Fogel has over 20 years of experience in commercial real estate finance, with a particular focus on providing developers and entrepreneurs with innovative debt and equity solutions. The majority of his career has revolved around transitional, middle market assets. Mr. Fogel employs an asset management approach to identifying and underwriting loan opportunities, which entails a comprehensive understanding of the risks associated with property business plans and exit strategies. Since inception, the ACRES portfolio has grown to over $600 million in asse ... (view full description)

Robert Friedman

Tiberias Capital

Mr. Friedman has over twenty five years of experience in capital formation and real estate. He is a Principal at Tiberias Capital Partners in New York. Mr. Friedman arranges equity for commercial real estate owner/operators and developers of all property types across the United States. He was a Managing Director at Bankers Capital Realty Advisors in New York, a commercial real estate firm which specializes in placing debt and equity on behalf of developers, owners, and operators of substantial properties and has arranged several billion dollars of financing. Mr. Friedman held a senior role on the international finance desk at Oppenheimer & Co in New York and began his career with Paramou ... (view full description)

Dave Garrigus

Clear Capital, LLC

David has been an active part-time real estate investor for over 10 years, since partnering with a buisness school classmate and forming Clear Capital, LLC. Through Clear Capital and the brokerage Castlewood Properties formed soon after, David invests in single and multi-family residential rental property, mixed-use and commercial property, industrial land, tax liens and deeds, non-performing mortgages, and the syndicated deals of other investors. Clear Capital, LLC currently owns more than 100 properties of various sizes and types, including approximately 250 homes and apartments. Geographically Clear Capital focuses on suburban Lake County, IL and more recently Kenosha County, WI. Real est ... (view full description)

Jonathan Glick

Managing Director
Incubation Capital Partners LLC

Mr. Glick is a Founder and Managing Director of Incubation Capital Partners LLC, a merchant banking platform focused on next generation and emerging real estate investment managers. Mr. Glick brings to Incucap extensive investment banking and private equity experience, and has spent his real estate career focused on underwriting operating partners as both a principal and advisor. By doing so, Mr. Glick has developed an extensive network of relationships with both LPs and GPs across the globe. Over his career, Mr. Glick has played an integral role in approximately $10 billion of M&A transactions, and assisted in the raising of approximately $1 billion in debt and equity capital, including ... (view full description)

Zach Goulhiane

Smart Home Division Manager

Josh Graham

Senior Manager

Josh Graham is senior manager in the firm’s tax practice and is a tax leader of the Chicago market’s construction and real estate practice. Josh is well versed in tax reform and is key contributor to the firm's opportunity zone team.  Josh has spent the majority of his career focusing on the taxation of flow-through entities and also has significant corporate, multistate, and international tax experience. He has a very strong understanding of the tax code and enjoys finding tax savings opportunities for his clients as well as being their trusted advisor. 

Joshua Grossman

Senior VP Investments
LEM Capital

David Hagele

Councilmember/Former Mayor, City of Healdsburg
Vice President/Relationship Manager, Summit State Bank

David Hagele is a senior relationship manager/vice president at Summit State Bank and current Councilmember/Former Mayor of the City of Healdsburg in Sonoma County, California. Mr. Hagele spent his youth overseas living in Japan before returning to the United States for his high school years in Lincoln, Nebraska. Mr. Hagele served as Vice President of a private real estate investment firm active in western U.S. markets, and President of the firms in-house financing, management and leasing company.  In these positions, Mr. Hagele played a key role in the development, growth, leasing and management of over 3 million square feet of assets located throughout California, Nevada and Alaska, while ... (view full description)

Joshua Hanna

Kirkland & Ellis LLP

Joshua Hanna is a partner in the Real Estate Practice Group in the Chicago office of Kirkland & Ellis LLP, where he focuses on complex real estate transactions including joint ventures, acquisitions and dispositions as well as financing, development, management and restructuring of real estate assets. He advises private equity funds, REITs, foreign pension funds and other institutional investors in transactions involving various asset classes, including office, retail, multifamily, industrial, hospitality and community living.

Kevin Harrington

Managing Director
Equilibrium Real Estate Investments

Equilibrium Real Estate Investments is a minority-owned emerging and forward-thinking investment management firm motivated to create growth opportunities for both investors and communities. We focus on multifamily value-add investments and development opportunities and have grown from a single property in 2000 to a current portfolio of over 1100 units. Headquartered in Tucson, AZ with an East Coast office in Washington, DC, we have an eye for potential that leads us to emerging neighborhoods and once-forgotten properties that are ready for transformation. We are hands-on investors and operators with our own property management.  Our current offerings include an Oppor ... (view full description)

Nick Hathaway

Partner | Director of Development
Hathaway Development

Nick Hathaway joined Hathaway Development Partners in 2007 after working in multi-family brokerage for multiple years. During that time, he was responsible for underwriting, market analysis and financial analysis, within a team that focused on institutional grade multi-family transactions at Marcus and Millichap. Nick then went on to close approximately $80M worth of multi-family assets as a standalone agent. Nick has also represented principals in land acquisitions of a broker. Nick Hathaway attended NYU and Kennesaw State University with a focus on Business Management and Economics. While working at Hathaway Development as Director of Development Nick worked with the development team to le ... (view full description)

Eric Helfand

Farpoint Development

Eric Helfand brings over 20 years experience to Farpoint Development with comprehensive knowledge ranging from accounting, tax and finance, to development, asset management and business operations. Now a founding partner, he has served as a Chief Financial Officer and Chief Operating Officer, where he oversaw the operation of real estate services. Redeveloping over 1.6 million square feet of creative loft space between 2012 and 2016, Eric’s continued success in the redevelopment of Chicago’s commercial properties is key to Farpoint Development’s accomplishments.
Eric received a Bachelor of Science in Accounting from Indiana University and is a registered CPA in the State of Illinois.

Benjamin Inman

Managing Member
Inman Equities

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)

Lou Jacobsohn

Strategic Account Director
Juniper Square

Mike Kaeding


Mike Kaeding is president of Norhart.  Norhart builds and manages apartments with a focus on creating a better way to live.  This affects how they treat their employees and the kind of community space they create for their residents.  Norhart is one of the first companies to offer smart apartments in Minnesota.  They work hard to support the homeless and the local business community.  Norhart has won numerous awards including a national award from SCORE for being one of the top small businesses of 2018.  Mike is also one of the top writers on LinkedIn with articles that focus on great leadership.

Ben Kahle

Operations Manager
Wellings Capital

Alan Lev

Belgravia Group

Alan D. Lev is the Chairman of Belgravia Group, Ltd., a Chicago residential homebuilder specializing in townhome, condominium, and apartment developments throughout the city. Belgravia has developed over 2,500 homes in Chicago well as rental apartments and commercial projects, and most recently was awarded Developer of the Year from Chicago Agent Magazine and Impact Award winner from Lincoln Park Builders of Chicago. He is also in the Homebuilders Association of Greater Chicago Court of Honor and the Merchandise Mart Hall of Fame. Alan joined Belgravia Group in 1989. Mr. Lev earned a Bachelor of Science degree in Accountancy in 1982 from the University of Illinois at Urbana- Champ ... (view full description)

David Levin

Principal, Chief Investment Officer
Magellan Investment Partners

David Levin serves on the Investment and Asset Management Committees for MIP. David oversees the execution of MIP’s investment strategy, and with Marc Swerdlow manages the day to day operations of MIP.   Prior to forming MIP David was the founder and principal of Levin Realty Advisors, LLC (“LRA”), an entrepreneurial platform focused on building a portfolio of existing value added and stabilized properties nationwide. Through his extensive apartment experience, industry relationships and market knowledge, he directed LRA’s investment, financing and asset management activities. During a ten year period   LRA acquired approximately 6,400 apartment units nationwide with ... (view full description)

Michael Liefer

VP of Real Estate Finance
Walker & Dunlop

Michael Liefer, vice president, is responsible for new loan origination in Walker & Dunlop’s Chicago, Illinois office. Mr. Liefer focuses on conventional multifamily and affordable housing loan originations through Fannie/Freddie, life company, debt funds, and HUD executions.  Throughout his career, Mr. Liefer has structured over $1 billion of capital from permanent, construction, and bridge financing, to preferred equity, mezz, tax-exempt bonds, and LIHTC’s.    Prior to joining Walker & Dunlop in 2011, Mr. Liefer was vice president of acquisitions for Banner Apartments, a privately owned real estate investment firm in Northbrook, IL. During his tenure, Mr. Liefer was res ... (view full description)

George Lintz

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)

Doug J. Lubelchek

Neal, Gerber & Eisenberg LLP

Doug MacGinnitie

River Oak Risk

River Oak Risk offers an Owner Controlled Tenant Liability Insurance Program for Multi-Family landlords.  If you own or manage >1,000 units and are looking to generate a new revenue stream, you will want to learn more about our program.  It offers industry leading economics and helps make your operations more efficient.  Doug has deep insurance, tax and legal experience. From 2011- 2015, he served as State Revenue Commissioner for Georgia, managing the state’s Department of Revenue. Prior to his public service, he was the COO and a Director of Beecher Carlson, a commercial property and casualty insurance brokerage firm based in Atlanta. He also served as General Counsel of the ... (view full description)

Meghan McCallum

Tigon Education

After 14 years in the fire service, exiting as a chief, she now leverages her risk analysis from her experience and from her Masters degree from University of Chicago in Risk Management into her investing career.  She began investing in 2004, now a full time investor for 4 years now with a portfolio of 41 doors, she is partnering into new companies with other investors who specialize in their own niches. Due to her exposure to almost every form of real estate investing she helps drive trends and pivots with her team as change occurs. Her speaking engagements and guest appearances on some of the top real estate investing podcasts drive her messages to an eager audience. Her ability to assess ... (view full description)

Aaron Mesmer

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

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

Joshua Messier

Managing Director
Hunt Real Estate Capital

Joshua Messier is a Managing Director with Hunt Real Estate Capital. Based in New York, Mr. Messier is responsible for originating and structuring the firms multifamily and commercial debt products throughout the United States Mr. Messier began his mortgage banking career with Hunt Real Estate Capital in 2007 and since becoming an Originator in 2011 he has generated over $1B of business. Prior to joining the firm he was an Assistant Vice President at Brown Brothers Harriman & Co. (BBH) where he was the Business Line Controller for the Investment & Wealth Management division. Prior to BBH, Mr. Messier spent four years at Lehman Brothers as a Financial Analyst. ... (view full description)

Noah Miller

Vice President of Acquisitions & Finance
Pensam Residential

Noah Miller serves as Vice President of Acquisitions & Finance for Pensam Residential where he leads the origination of acquisitions, preferred equity, and bridge loans across the multifamily sector. Noah has overseen the acquisition of over 7,000 apartment units and over $1 billion of debt origination.   Noah is a frequent speaker across the country as both a panelist and moderator on topics including private equity, investing, and lending and sits on the board of the Miami YJP Real Estate division. Prior to joining Pensam in 2013, Noah’s diverse background included working at the United States Capitol, Marcus & Millichap, and Equity Residential. Noah graduated from the ... (view full description)

Sean Miller


Sean Miller is the President of PointCentral, a subsidiary of, the leading provider of enterprise-grade smart home solutions to short and long term managers of single and multifamily properties.   Prior to PointCentral, Sean was global director of sales and business development for WeMo, Belkin’s Connected Home/IoT division. Before WeMo, Sean held several positions with Generac, including director of remote monitoring (Mobile Link), where he led the creation of a new business unit around an M2M/IoT solution that connected the company’s standby generators to customers, dealers and Generac corporation.   Sean has an MBA from Kenan-Flagler at The University of ... (view full description)

S.R. Mills

Bear Development

S.R. Mills is the president and a principal of Bear Real Estate Group, which includes Bear Development, Bear Commercial, Bear Homes and Construction Management Associates (CMA). Each company  plays a pivotal role in the acquisition, development, construction and management of commercial and multi-family projects as well as master planned residential communities. Bear’s footprint of active  projects and real estate holdings extends to 18 states while maintaining their corporate office in Kenosha, Wisconsin, as they have since 1924. S.R. joined the Bear Real Estate Group in 2002. Prior to his career with Bear he worked with several technology companies in northern Calif ... (view full description)

Brett Moore

RDG Funds

RDG Funds LLC ("RDG") is a private equity real estate firm based in Chicago, IL. RDG invests in value-add properties, development projects, and yield strategies, partnering with proven asset managers and developers in urban infill and core suburban locations. RDG manages several commingled funds and invests directly on behalf of high net worth investors, family offices, foundations, and trusts. Brett Moore Jr. joined RDG in 2012 and has been a Partner since 2015.  Prior to joining RDG, Brett was a member of the Proprietary Fixed Income Trading Group at Gelber Group LLC (2009-2011) and a trader at Traditum Group LLC (2008-2009). Brett graduated from the University of Illinois Urba ... (view full description)

Paul Moore

Founder & Managing Director
Wellings Capital Management, LLC

Paul is the founder and managing director for Wellings Capital. He manages 3 diversified recession-resistant real estate funds that invest in a diversified portfolio of self-storage and mobile home park assets.     After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight. Paul later entered the real estate sector, where he complet ... (view full description)

Justin Morrow

Senior Product Marketing Manager

Justin Morrow serves as a Senior Product Marketing Manager for AvidXchange, a FinTech company based in Charlotte, NC that serves over 1,000 Real Estate companies. Justin has over 12 years worth of experience in helping to design and deliver innovative B2B payment technology solutions. At AvidXchange, he is focused on connecting companies with a network of available suppliers to better facilitate their AP payments and maximize cash flow.Prior to joining AvidXchange, Justin served in a variety of product management roles for payment, financial accounting, and CRM solutions. This included the opportunity to work on leading payment platforms connecting donors worldwide with nonprofits they want ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

JJ Mueller

Homerock, LLC

JJ Mueller holds a BS in Accounting and Finance (1988) as well as an MBA with a concentration in International Finance (1992) from St. Louis University.  He is a licensed Certified Public Accounting in Nevada as well as a Registered Investment Advisor.   During the late 90s while at American oncology resources JJ managed the acquisition process and legal team for over $200 million worth of physician acquisitions throughout the country after the entities initial public offering.  He then worked with AquaSource and similarly managed the acquisition process and legal team for over $600 million worth of water related processing assets and then facilitated in the divestiture of those ... (view full description)

Joe Mueller

Founder and CEO

Joseph Mueller founded TANIS Group LLC in 2003 for the sole purpose of the acquisition, management, and disposition of investment real estate in the Chicago area. Working heavily in the REO field, TANIS Group and Joe Mueller have closed over 3000 REO properties within Illinois and Wisconsin area. Joe has worked with several institutional investors in portfolio building, giving him keen insight into the needs and expectations of these specialized type buyers and their investment strategies. Due to REO to Rental demand, Joe and his team at TANIS formed a full time acquisition team, software policies and procedures, and simplified the purchase, management, and sale process for ease of use for i ... (view full description)

Paul Murad

Metroplex Realty

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

Jorge Newbery

Activist Legal LLP

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

Michael Obloy

Monroe Residential Partners

Michael co-founded Monroe Residential Partners. He is responsible for the company’s acquisitions, development, and construction management activities. Michael brings over 20 years of direct real estate experience to MRP. During his career, he has led the acquisition, development, construction, management, and sales of over 2,000 residential units, with a value in excess of $500M. He has built and led acquisition, development, construction, and sales teams, and implemented operational platforms that reduced costs, increased efficiencies, and streamlined workflow. He has extensive experience managing the successful execution of multiple projects simultaneously. More recently, Michael was ... (view full description)

Steve Olson

Director of Sales
Fourplex Investment Group (FIG)

 Steve Olson has been in the real estate game since 2002.  He completed his first real estate deal while still in college and decided to pursue investing as a full time career at that point.  Throughout the ups and downs of the market since the early 2000’s, Steve has completed a wide range of real estate transactions including the sale of raw land, bulk foreclosure packages, single family flips, and single family/small multi family rentals.  He graduated with a Bachelor's Degree from Brigham Young University and is currently enrolled in Georgetown's Master's of Real Estate Graduate Program.   Steve is currently the Director of Sales for the Fourplex Investment Group (FIG), which ... (view full description)

Yan Pesotskiy

Armitage Street LLC

Yan Pesotskiy founded Armitage Street LLC, a Chicago-based firm that specializes in small balance bridge financing to single and multifamily investors. Prior to running Armitage Street, Yan worked for a Chicago-based real-estate private equity fund, where he was involved in acquiring and redeveloping over $750 million of real estate assets. His main responsibilities included underwriting, structuring and asset management. Yan’s prior experiences include valuation consulting and various roles within the Department of Finance. Yan graduated from Loyola University with a B.B.A in accounting, finance, and a minor in economics. Yan is also a Certified Public Accountant.

Gideon Pfeffer

CEO & Managing Partner
The GSH Group

Gideon has been involved in opportunistic real estate investing for more than a decade. Gideon is responsible for strategic partnership initiatives and ventures, equity and debt opportunities, overseeing investment performance, and approving decisions on investments and acquisitions. He also oversees daily operations. Under Gideon’s leadership and direction, over the past five years, The GSH Group has raised and placed over $300 million of equity and assembled a portfolio of over 7,000 apartment units in five states, worth over a billion dollars.   Prior to GSH, Gideon operated a highly successful aggregation and renovation firm focused on single-family homes in the Midwest and S ... (view full description)

Enrico Plati

Savoy Development

After his academic career as Professor of Architecture at the University of Notre Dame, Mr. Plati transitioned to the Real Estate world and over the last 40 years he has successfully developed a multitude of residential projects in Illinois, Indiana, Washington DC, Virginia, Arizona and Florida. His most recent developments, in conjunction with major national co-developers and institutional partners, include a variety of multifamily rental properties, both in urban centers and in suburban locations. He plans on continuing with the same type of work, while exploring new markets, building types reflective of the current lifestyles and rental trends. Mr. Plati is also currently consulting ... (view full description)

Michael Poolin

NY Capital Development, LLC

Michael Poolin, a private real estate investor and lender, founded NY Capital Development (NYCAPDEV) in 2017. NYCAPDEV focuses on real estate opportunities in all asset classes and invests/ partners/ funds sophisticated local operators.  We can provide the insight and expertise to restructure and reposition deals and make them actionable in today's marketplace. Since pre-Covid, we've implemented a special focus on Hotel Conversions, and with leading partners, are in 10 markets. Some highlights include the acquisition, financing, repurposing, and repositioning of hotels, multifamily assets, and SFR portfolios in New York, California, Colorado, Florida, Louisiana, Nevada, Texas, and Washington ... (view full description)

Wesley Prato

CohnReznick LLP

Wesley Prato, CPA, is an audit partner in the Commercial Real Estate Industry Practice. Based in CohnReznick’s Chicago office, he has 12 years of experience in public accounting, providing client services in the areas of audit, review, and other financial reporting needs. This experience includes working with developers and private equity investors of companies in the commercial real estate, affordable housing, and hospitality industries, among others.  Wes specializes in the commercial real estate and hospitality industries and in serving developments benefiting from the Historic Tax Credit and Low-Income Housing Tax Credit (LIHTC) Programs. He is responsible for planning the en ... (view full description)

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to joini ... (view full description)

Jay Roberts


Jay Roberts is the chief executive officer of Domio. Prior to starting the Company, he worked in the global real estate investment banking group at Bank of America Merrill Lynch in New York. At the bank he led the MGM Growth Properties $1.2 billion IPO, the largest real estate IPO of 2016. Mr. Roberts’ team also led Paramount Group’s $2.6 billion IPO, the largest REIT IPO in U.S. history. He also executed transactions for Extended Stay, AvalonBay, Education Realty Trust, and CityCenter. While at the bank, he worked closely with Starwood Capital, TPG Real Estate, Diamond Resorts, Digital Realty and RLJ Lodging Trust. Prior to Bank of America Merrill Lynch, he worked at Training The Street whe ... (view full description)

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Jon Saliterman

Founding Partner
Randolph Street Realty Capital

Mr. Saliterman is a Founding Partner of Randolph Street Realty Capital, LLC ("RSRC") and Calibrate Property Management. RSRC is a fully integrated multifamily real estate sponsor formed in 2009 that invests, develops and operates property in select markets in the Midwest and West Coast. Currently RSRC operates approximately 1,200 units with another 400 units under development, several of which are Opportunity Zone projects. Prior to co-founding RSRC Mr. Saliterman worked as a transactions officer at Equity Residential from 2003 - 2009. Before that Mr. Saliterman worked as Associate at Tishman Speyer and Analyst at JP Morgan.

Robert Saunders

President & CIO
Kaufman Jacobs

Brie Schmidt

Second City Real Estate

Brie acquired her first investment property in 2011 and left the corporate world in 2014 when she become a full time real estate investor. Brie is the Managing Broker of Second City Real Estate, a full service brokerage working with new investors and seasoned investors looking to expand their knowledge of the industry and their portfolio. Brie utilizes her extensive knowledge of building and managing a portfolio to teach clients about all aspects of buy and hold investing. Brie teaches you how to analyze potential properties, how to calculate your ROI, best practices when marketing and leasing your rental property and how to be a landlord and build a portfolio. Brie’s job does no ... (view full description)

Max Sharkansky

Managing Partner
Trion Properties

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Sharkansky has led the acquisition, renovation, and disposition of over $700,000,000 in assets, yielding an average IRR in excess of 30%. Prior to cofounding Trion Properties, Sharkansky was a Senior Associate at Marcus & Millichap from 2002 through 2006. While at Marcus & Millichap, Sharkansky managed the sale of several million dollars in real estate throughout the continental United States, specifically in the multi-family arena, elevating him to one of the top-ranking brokers in the West Los Ange ... (view full description)

Andrew Shook

Head of Commercial Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

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 NE ... (view full description)

Daniel Sobelman

Director of Investments
Pangea Properties

Daniel Sobelman is the Director of Investments at Pangea Properties, a privately-held real estate investment trust. He is responsible for the continued growth of both Pangea Mortgage Capital, a commercial real estate lender, and Pangea Real Estate, a private REIT with over 13,000+ apartment units throughout Chicago, Indianapolis and Baltimore. Prior to joining Pangea, Daniel was Managing Director for 8 years at Barnett Capital. As Managing Director, he built and oversaw the multifamily investment platform as well as the bridge-money & hard money lending business. He also served as the founding and Managing Partner of Citerra Capital Partners, a discretionary private equity re ... (view full description)

Peter Stuart

Managing Partner
Outlier Realty Capital

Peter Stuart is the managing partner of outlier Realty Capital, a multi-strategy firm that invests in spaces that meet the changing needs of people and communities. Over the past five years, outlier has grown its portfolio to over 700 units, more than $150 million in development projects, and over 750,000 square feet across our value-add, opportunistic development, and co-living strategies. (outlier developed the first co-living building in Washington, D.C.) At outlier, our team identifies, acquires, and improves underutilized assets to create and maximize value for investors, tenants, and communities.

Bryan Sullivan

Senior Vice President of Investments
The Habitat Company

Puneet Tandon

Owner Operator
SJI Properties

Owner and Operator of multifamily (B/C). I am primarily focussed in Western Newyork with emphasis in Buffalo submarket. Currently I oversee HOA's and management of syndicated and self owned several (20-100) unit properties.

David Valger

DVO Real Estate

Mr. Valger is a seasoned real estate private equity executive with more than 20 years of experience managing people, originating, structuring and underwriting real estate and corporate private equity transactions.  Mr. Valger has been personally responsible for originating and closing in excess of $6 billion (in total capitalization) of real estate transactions.  Mr. Valger founded DVO to invest in multifamily real estate opportunities nationally with a focus on ‘gap’ equity investment structures.  DVO Real Estate is a private real estate investment firm focused exclusively on providing equity solutions for middle-market, multifamily investments in select markets across the Unite ... (view full description)

Joseph Viery

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)

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 19 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Mark Williams

Managing Director
Canyon Partners

Mike Zucker

Peak Properties, LLC

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Event Contacts for Middle-Market Multifamily Forum (Midwest): A Forum for Small & Mid-Sized Apartment Owners and Developers


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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  • Events & Conferences

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  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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