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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)

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 Azar

EVP, Member Principle
MACC Venture Partners, LLC

  John is the Executive Vice President and Member Principle of MACC Venture Partners and the Capstone Multifamily Group companies where he directs strategic development, capital management and growth for the families of companies. He also oversees alternative financing and investor/portfolio development.  John has a history of pronounced success in investment management, institutional sales and distribution as well as commercial banking and lending.   He was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston specializing in real estate development, and struc ... (view full description)

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)

Timothy Barton

Chief Executive Officer
JMJ Homebuilders

As founder and CEO of JMJ Development, Mr. Barton leads JMJ in establishing a global presence as a premier real estate development company. He is responsible for the strategic planning and growth of the company and maintains oversight over all aspects of JMJ.    Prior to founding JMJ Development in 1990, Mr. Barton distinguished career began with his family’s real estate business in Connecticut. Mr. Barton’s entrepreneurial ambition has spent the last 28 years supplying master-planned developments and driving market-leading financial returns for JMJ and its investment partners. Today, JMJ is a diversified, full service real estate firm that is active in the development of hotel, ... (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)

Adam Blake

CEO
Zego

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)

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
CityR 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)

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Ben Brown

Senior Asset Manager
Peak Capital Partners

Ben Brown oversees asset performance and management operations for the firm’s properties located in Florida, Virginia, Maryland, and Nashville, TN. Prior to joining Peak, Ben worked for NBCUniversal’s Global Real Estate group, where he provided financial & strategic support for the company’s global portfolio. While at NBCU, he was actively involved in the development, acquisition, leasing & management of a broad spectrum of assets, including office, retail, residential (single & multi-family), hospitality, & special-use properties. Additionally, he was tasked with provided direct fiscal oversight of mitigation & master planning efforts related to the development & exe ... (view full description)

Chad Burkhardt

Senior Vice President
CenterSquare Investment Management

Mr. Burkhardt serves as a Senior Vice President in the Acquisition Group of CenterSquare Investment Management. He is responsible for the sourcing, underwriting and closing of acquisitions in the eastern region of the United States. Mr. Burkhardt brings 12 years of experience in real estate principal investing. Prior to joining CenterSquare, he served as a Director of Blackpoint Partners, where he led evaluation, underwriting, and execution of prospective acquisitions. Previously, Mr. Burkhardt was a Vice President at D.E. Shaw & Co., a multi-strategy hedge fund based in New York. Mr. Burkhardt oversaw commercial real estate acquisitions, which included the purchase of senior and subordi ... (view full description)

Carlos Burneo

Senior Director
Nuveen Real Estate

With 20 years of real estate experience, Carlos is a Senior Director for Nuveen Real Estate for housing investments in the South East US. Carlos is the lead for housing acquisitions and asset management in Florida including over 25 multifamily properties. Carlos previous roles included Senior Vice President for JLL Capital Markets Group based in Miami where he was responsible for investment sales and equity placements in Florida and Latin America. Prior to that Carlos was a Director at Trade Street Capital,  a Taft Harley pension fund advisor, focusing on multifamily and mixed use development and investments in the Southeast. Carlos holds an undergraduate degree in ar ... (view full description)

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Mr. Carter has been a Real Estate Investor since 1983 when he purchased his first rental property at the age of 22. He owns and manages a real estate portfolio with a market value of over $100M. He invests in single-family portfolios, multifamily apartments and commercial properties. The factors linking all of his investments are in-place cash flow in growing markets with pro-active and hands-on management. By increasing NOI and cash flow, Mr. Carter consistently has created above average returns on investments. Mr. Carter was actively acquiring assets through May 2006 when he anticipated the real estate bubble and safely sat out the recession. In September 2009, Mr. Carter stepped back into ... (view full description)

John Cohen

Co-Founder
Toro Real Estate Partners

Founded in early 2013,  JC Property Group identifies, acquires, and repositions under-performing multifamily properties in stable or growing markets throughout the United States. The first 150 properties he acquired were distressed tax deed purchases on the east coast. These properties were either rented, fixed, or sold after purchase. John Cohen started Toro Real Estate Partners to focus on distressed and value add multifamily real estate opportunities. With all the real estate experience and John's experience doing multifamily investment sales for Marcus and Millichap, he realized the opportunity to target distressed and value-add opportunities in the multifamily space. For the last ... (view full description)

George Connell

Founding Partner
Castlegate Property Group

George Connell graduated from the University of Georgia with a BBA in Risk Management and Insurance.  He started his career at Marsh & McLennan prior to returning to graduate business school at the University of Texas where he graduated with a MBA with a concentration in Real Estate Finance and Entrepreneurship.   Upon graduation from Texas, George joined Archer, an Atlanta real estate company concentrating on middle market single and multi-family housing as well as hotels in growth and niche markets.    In 2014, George established Castlegate Property Group with Frederic Dawson to focus exclusively on middle market multi-family rental housing.  To date, Cas ... (view full description)

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)

Christopher Czarnecki

CEO & President
Broadstone Real Estate

Chris Czarnecki joined Broadstone in 2009 and became CEO in 2017; in this role he is responsible for leading the overall Broadstone organization. In previous roles at Broadstone, Chris served as the firm’s President and Chief Financial Officer. In these roles he oversaw various functions, including capital markets activities, accounting, property management and operations. His responsibilities included raising new debt and equity capital for investment, managing investor relations, conducting industry research, board and investor communications and portfolio analytics.Prior to joining Broadstone, Chris was a commercial real estate lender and credit analyst for Branch Banking & Trus ... (view full description)

Vincent DiSalvo

Director, Acquisitions
Kingbird Properties LLC

Vincent is the Director of Acquisitions at KINGBIRD PROPERTIES a family office based in San Juan, PR and Boston, MA. Vincent is responsible for evaluating investment opportunities and implementing KINGBIRD’s investment strategy in the U.S. and Latin America. Prior to Kingbird worked in the investments group at Equity Residential and the acquisitions group at GID. Vincent contributed to the acquisition and development of over 2,500 units and to the investment of more than $1 Billion in core real estate.
 

Brett Duke

Managing Director
Atlantic Pacific Real Estate Group

Brett Duke joined Atlantic | Pacific Real Estate Group in 2012 and has nearly 20 years of real estate experience in acquisitions, asset management, development, and investment sales. Mr. Duke oversees A|P’s Asset Management function where he is responsible for its market-rate portfolio’s performance, construction/renovation programs, and investor relations.  Mr. Duke is a graduate of the University of Georgia with a B.B.A. in finance.
 

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)

Tony Fineman

Managing Director
ACORE Capital

No biography specified

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)

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)

Justin Ford

President
Pax Properties

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,000 units throughout Florida. Perhaps the company's signal achievements has been that, through the boom and bust, the company has never been late on a mortgage payment or lost an investor a dollar. Mr. Ford attributes that success to an core principles that make them patient buyers, prudent users of debt, and diligent operators, This approach has helped them recover from mistakes, weather down markets, and consistently take advantage of opportunities for long-term growth. This unique track record has helped Pax develop a loyal following of hun ... (view full description)

Bruce Gago

Vice President, Acquisitions
Federal Capital Partners

Bruce Gago heads FCP's South Florida office as Vice President - Acquisitions, where he sources multifamily investments and works closely with the company's commercial and structured investment teams on transactions in those sectors.  Prior to joining FCP, Mr. Gago served as Vice President for Acquisitions and Underwriting at Mast Capital in Miami Beach, FL. While there, he was a key contributor to the firm's first fund raise and managed investment sourcing activities for the firm. Prior to Mast Capital, Mr. Gago worked in several other leading commercial real estate firms, including JLL and The Carlyle Group, where he managed a portfolio of 17 investments in multiple regio ... (view full description)

David Gahagan

Senior Vice President
Walker & Dunlop LLC

No biography specified

Glenn Gonzales

Owner
Obsidian Capital

  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)

Joseph Gozlan

Founder
EBG Acquisitions

Joseph Gozlan, B.Sc. Information Systems Joseph is a multifamily investments specialist. Leading group acquisitions of over $30MM in real estate and providing asset management services to a portfolio of over 500 units and growing. Joseph is a former lieutenant in the Israeli Defense Forces (IDF) and over 17 years of leadership experience in the software industry, 12 of which working for publicly traded companies such as GameStop, Retalix (NCR) and JCPenney which enhanced his business acumen, analytical skills and “big picture” perspective, all skills that he leverages to maximize efficiency in the real estate business. In his last IT role as a Senior ... (view full description)

Ned Grace

Partner
KangaRent LLC

No biography specified

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)

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)

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)

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)

Carlos Imery

Partner
IG3 Real Estate Group

Carlos leads the acquisition and asset management of income properties for Florida Based Family Office. They invest directly in Office, Retail and Multifamily properties. Carlos has a strong finance background and extensive experience in negotiating leases, JV agreements, and investment transactions in general. Carlos has a vast professional network and is uniquely poised to exhibit flexible creativity and resourcefulness to make the best out of the ever-changing economic and real estate cycles.   Carlos received his B.S. in Civil Engineering from Universidad Católica Andrés Bello in Caracas and his Master in Business Administration from the Graduate School of Business at Columbi ... (view full description)

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)

Daniel Jaramillo

CEO
Strategic Properties

Daniel Jaramillo is an Economist & Mathematics graduate of Florida International University. Daniel has selected, negotiated and managed investments of over $150 million dollars and procured financing of over 30 investment properties. As one of the founders of Strategic Properties LLC, he spearheaded the development of an efficient model to manage moderately priced multifamily properties in a more cost-efficient way, thus netting similar, if not higher, yields than large multifamily complexes. As a technology enthusiast, Daniel led Strategic Properties in becoming paperless and was able to move many office operating duties overseas, thus reducing the company’s overhead. ... (view full description)

Peter Joerss

Director of Acquisitions
PointOne Holdings, LLC

Peter Joerss leads the acquisitions effort for PointOne Holdings, where he sources, evaluates and executes both ground-up development opportunities and the purchase of existing assets throughout the Southeast and Texas. Peter has over 10 years of experience in real estate acquisitions, development and asset management, and has completed $500 million in multi-family transactions. Prior to joining PointOne, Peter worked for various private-equity real estate investment and advisory firms, managing portfolios across all asset classes. During his career, he has overseen the management of over 4.5 million square feet of commercial assets and 3,500 multi-family units, with a focus on value-add rep ... (view full description)

Michael Kalt

Principal
Partners Path Capital

Michael founded Partners Path in 2013, to invest across multiple sectors, primarily real estate, on behalf of a select group of ultra-high net worth individuals. Prior to his time at Partners Path, Michael was Senior Vice President of Development and Business Affairs for the Tampa Bay Rays, where he was part of the core management team that dramatically turned around what had been one of the most under-performing franchises in professional sports.  Michael previously worked in Mayor Bloomberg's office as a senior policy advisor to the New York City Deputy Mayor for Economic Development.  In that capacity, he managed relations between the Mayor’s Office and the city’s Economic Development Cor ... (view full description)

James Kandasamy

Director of Acquisitions & Investor Relations
Achieve Investment Group

Achieve Investment Group own and control approximately 1000 units consisting of six large apartment commercial real estate assets valued at $65m. We focus on partnering with busy professionals to invest as equity partners in the commercial real estate space. Our unique proposition is that we control the entire pipeline of multifamily acquisitions, property, rehab and asset management. We won the 2017 Property Of the Year- Best Rehab award for the City of San Antonio.

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)

Debbie Kimball

Senior Account Manager
PointCentral

PointCentral, an affiliate of Alarm.com, is an enterprise-grade solution that delivers a seamless smart apartment experience to the multifamily industry. 

Our cellular-based technology provides centralized control of access and HVAC for multi-family property managers which allows them to more efficiently manage vacant units while delivering a cutting edge resident amenity. 

From a desktop or mobile device, thousands of properties can be easily managed to increase operational efficiencies, reduce energy costs and in many cases, increase income as a result of offering a premium smart home amenity to residents/guests.

Sean Lance

Founding Partner
Vertica Partners

Sean is a 14 year commercial real estate veteran and was previously a partner, and held executive level positions, in a global real estate services company prior to co-founding the Vertica Partners family of companies.  Vertica Partners is a vertically integrated full-service real estate advisory, investment and development firm. Vertica focuses primarily in multifamily investment sales and development projects, in addition to institutional grade residential aggregation. Vertica provides a full range of services including advisory, investment sales, development projects, construction, title, asset management, valuations and select equity investments.   Vertica has agg ... (view full description)

Robert Lee

Co-Founder and Managing Principal
The Beverly Park Group

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

Brad Lyons

Managing Director
Stabilis Capital Management, LP

Mr. Lyons is a senior member of the originations team at Stabilis, a New York based investor focused on the origination and acquisition of senior bridge loans secured by transitional assets (real estate, asset backed and healthcare).  Mr. Lyons is active across all real estate sectors (including alternatives such as hospitals, auto dealerships, gas stations and restaurants) as well as with various specialty finance and C&I opportunities such as inventory, receivables and equipment financing, energy assets, hotel PIPs and bankruptcies.  Mr. Lyons is a seasoned real estate capital markets executive who previously helped launch a real estate GP and capitalized the acquisition of several doz ... (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)

Jack McCabe

CEO
McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting (www.mccaberesearch.com ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.   The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (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.

Rayna Mike

CEO
My Love Apartments

22 years experience in Real Estate and Mortgage Banking, She started as a loan originator and insurance agent in Los Angeles in 1989 and progressed into branch, regional, divisional, and national management roles in the same bank holding company over 8 years. In 1998 she established a mortgage banking and real estate brokerage business. In 2004 she started a European wholesale real estate and mortgage division, opened offices in UK and Bul- garia and capitalized on the booming emerging real estate market in Bulgaria. In 2008, she and her partner established a renewable and environmental business, Bel Air Green which focuses on solar and wind power projects in Central and E ... (view full description)

Maureen Miles

Founder/Managing Partner
4M Capital

Maureen Miles is well known as being a leading real estate expert, speaker, and entrepreneur. She brings over 25 years of real estate experience to the firm she founded and is the acting managing partner of, 4M Capital, a fast growing multifamily, private equity investment firm.  She is also a managing partner with Tudor McLeod Asset Management.  In the last 5 years, under 4M Capital and TMAM, she has raised over 45M in private equity and has purchased over 2000 multifamily units.  Maureen is also the founder/owner of an Atlanta based property management company, and founder/owner of a southeast based construction company.  Her diverse background includes being a licensed Realtor, and ... (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.  

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)

Nizan Mosery

Owner
Cornerstone Investment Partners

Mr. Mosery is co-founder and C.E.O. of Cornerstone Investment Partners, LLC and has been involved in real estate for the past 20 years and currently owns many properties nationally and worldwide. While living in New York, Mr. Mosery owned a restoration and renovation company and applied his knowledge in the construction field, working on numerous single family homes, multi-family and commercial projects of up to 300 units. Since moving to South Florida in 2009, Mr. Mosery became a licensed real estate professional and is extensively involved in the South Florida market. Mr. Mosery owns one of the first sole Commercial Remax franchises in ... (view full description)

Ronald Muzii

Managing Director
Canyon Partners Real Estate LLC

Ronald Muzii is a Managing Director of Canyon Partners Real Estate LLC. Mr. Muzii is based in South Florida and is responsible for sourcing, structuring and executing new debt and equity investment opportunities in the Southeast region. Mr. Muzii has over 30 years of experience in finance and real estate investment. During his career, Mr. Muzii has facilitated the acquisition, financing and development of over $2 billion of real estate in various sectors including multifamily, retail, hospitality, office and industrial. Prior to joining Canyon, Mr. Muzii held executive positions in a variety of private and public organizations including the following: Manager for Laventhol & Horwath, an ... (view full description)

David Namkoong

Senior Account Executive
Rently Keyless

David Namkoong is a Senior Account Executive at Rently Keyless, a real estate technology solutions provider. Based in Los Angeles, his current focus is national sales and business development for the Rently Keyless smart-home platform. Prior to joining Rently Keyless he has worked at previous technology companies and spent years studying and working in Asia. David is a graduate of University of California Riverside (B.A. Business Economics) and Shanghai University (International Business Certificate).
 

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)

Cortney Newmans

Director-Business Development
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor ... (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)

Mark Pearson

General Counsel
Nitya Capital

I have 27 years of international law firm experience including with Morrison & Foerster and Mayer Brown, and in-house experience with: Nitya Capital, a real estate development company, managing all legal affairs and providing counseling to the founders and senior management, Forum Partners, a multi-billion dollar private equity fund manager with assets in Europe, Asia and the US, managing its legal affairs and counseling the board of directors,   Security Capital Group, managing the legal work related to the acquisitions, financings and securities law matters of Security Capital and its affiliates, inc ... (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)

Jay Roberts

CEO
Domio

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)

Mariana Robina

SVP of Finance & Portfolio Management
Eagle Property Capital

Mariana is Senior Vice President of Finance & Portfolio Management of Eagle Property Capital, and a member of the Investment Committee.  Mariana is also Co-Founder and Partner of Vidalta Property Management, an affiliate of EPC. Vidalta is vertically integrated with EPC to provide exclusively property management services properties owned by EPC. Mariana is responsible for overseeing origination, analysis, underwriting and due diligence of acquisitions, debt financing, managing and monitoring the overall performance of the portfolio, and reporting to investors and lenders. At EPC, she has led the underwriting, acquisition, due diligence, and asset management of over 4,450 apartments in 18 ... (view full description)

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Mr. Root is a co-founder and managing principal of Blackfin Real Estate Investors.   Blackfin was founded in August of 2016 and currently owns approximately 3,000 apartments across the east coast.  Blackfin focuses on high quality multifamily properties throughout the Northeast, Mid-Atlantic and the Carolinas. Blackfin seeks opportunities in markets with expected growth prospects and strong underlying fundamentals, and actively engage in managing and repositioning assets to maximize their ultimate competitive position.  Mr. Root is responsible for the acquisition and asset management of the venture’s investment portfolio. Prior to co-founding Blackfin Mr. Root was a Managing Director o ... (view full description)

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Ricardo Rubiano

Principal
Rubiano Commercial

No biography specified

Jack Rybicki

Principal
CliftonLarsonAllen LLP

Jack is the managing principal for CLA’s Real Estate Industry Group, working to enhance the firm's service capabilities to developers, owner/operators and investors in real estate. With nearly 25 years of accounting experience, he is responsible for performing and supervising audit, accounting, and consulting engagements. Jack concentrates on serving clients within the real estate and construction industry sectors. Jack’s clients in the real estate sector span a wide array of activities including residential community developers, home builders and owner/operators of hotels, commercial offices, multi-family housing and student housing. Jack also works extensively with funds investing in real ... (view full description)

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

Andrew Shook

Head of Commercial Real Estate 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 NEIGHBORHOO ... (view full description)

Tamara Sinclair

Senior VP of Operations
4M Capital

Tamara Sinclair is the Senior VP of Operations for 4M Capital and Director of Operations for TM Multifamily Management, LLC. She has extensive experience in the real estate industry, including over 20 years in the multifamily sector ranging from new construction lease ups, class “A” to “D” product management, mixed use, affordable housing, senior housing, student housing, and value add deals. In addition to overseeing portfolios in Georgia including Metro Atlanta, Athens, Albany, Augusta, Americus, and Columbus, Ms. Sinclair has also overseen portfolios in Alabama including Montgomery and Birmingham in addition to properties in Greensboro, North Carolina and Pensacola, Florida. ... (view full description)

Ryan Smith

Principal
Elevation Capital Group

Mr. Smith is a co-founder of Elevation Capital Group, based in Orlando, Florida.  Elevation Capital Group has sponsored multiple investment funds specializing in Self Storage and/or Manufactured Housing Community assets and has acquired, or developed, assets in more than 20 States.   Mr. Smith graduated from the University of Tampa with a Bachelor’s of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.   Mr. Smith is c ... (view full description)

Aryn Spahr

Managing Partner
Ruttenberg Gordon

No biography specified

Ryan Steppe

VP, Multifamily Acquisitions
Broadstone Real Estate

No biography specified

Marc Suarez

Director
Hunt Real Estate Capital

Marc Suarez is a Director with Hunt Mortgage Group, a wholly-owned subsidiary of the Hunt Companies. He joined the firm in 2014 and is based in Hunt Mortgage Group’s Miami, Florida office where is heading up the firms expansion in the Florida market. Prior to Hunt, Mr. Suarez was with SL Capital where he was an Executive Managing Director in charge of production. During his three years there he originated approximately $300 million in CMBS loans. Prior to SL Capital he ran his own consulting firm from 2009 – 2012. There he worked with firms on distressed debt, representing both borrowers and buyers. From 2006 to 2009, Mr. Suarez was a partner at a bo ... (view full description)

Divya Tandon

Owner
SJI Properties

I am an Asset Manager and owner of B/C class multi family apartments in western NY Buffalo Area. I currently self own and self manage 300+ units with staff in place. I also manage HOA's. I am looking to expand into buying and managing investor based multi family assets.

Jose Tello

Principal
Bayshore Investment Partners

Bayshore Investment Partners, LLC (“BIP”) was formed in 2010 to acquire and operate multifamily properties. Based in Miami, BIP’s principals currently own and operate nine communities consisting of approximately 1,300 units. Combined, the principals have acquired and/or managed during their careers over $4 billion of real estate assets nationally. BIP’s primary focus is to acquire properties in Florida, and in 2018, is seeking to enter additional southeast markets. Jose Tello is a Principal at Bayshore Investment Partners with vast of experience in residential and industrial investments. Mr. Tello leads asset management and capital raising at BIP. Previously, Mr. Tello served as ... (view full description)

Kristen Thomasino

VP, Real Estate Solutions
AvidXchange

Kristen Thomasino as the Vice President of Real Estate Strategy and Partnerships & a Spend Management expert,  has worked on 100s of FinTech automation projects with companies in every industry in a variety of sizes. She is passionate about finding solutions that create positive outcomes for the economy in local communities across the United States. With over 13 years of educating, coaching, and most importantly real-life automation experience, her view is radically different. Kristen has been a business professional for 23+ years and truly understands that the choice to change your business processes is a big one. She can help walk you through every step of the process – starting with a ... (view full description)

James Vestal

Senior Vice President
Pinnacle Financial Partners

James Vestal is a multi-family loan officer based out of the Tampa Bay MSA. Mr. Vestal has an extensive background in real estate ranging from financing, GSE programs, title, secured transaction processing, Brokerage and Special Asset Services.

Mr. Vestal received his Masters of Business Administration from the University of Tampa and also holds a Bachelors of Arts from the University of Redlands, California.

Justin West

VP/Regional Manager
Marcus & Millichap

No biography specified

Kurt Westfield

CEO
WC Equity Group

After graduating with an MBA, Kurt co-founded the firm Westfield Crowe Equity Group (WCEG), in 2008-2009 and has since integrated the WC Companies brand into an asset holdings company, private REIT, brokerage & property management division, and financing entity. Since founding the organizations, Kurt has played an integral role in the development and success, along with the integration of international clientele and introduction to state-wide management. His approach and leadership abilities have led the company to achieve unrivaled gratification from clients and increased profitability. By the end of 2016, sales and profitability goals had seen a massive increase from incept ... (view full description)

Colin M. Whittier

Managing Director
Suntrust

Colin Whittier Colin is responsible for the origination, structuring and funding of capital for the acquisition and refinance of multifamily real estate assets for SunTrust Commercial Real Estate, including Fannie Mae and Freddie Mac. Joined SunTrust in August 2015PAST EXPERIENCE Colin has more than 17 years of commercial real estate finance experience arranging assorted financing structures, including conventional fixed-rate debt financing, floatingrate financing, highly structured bridge, construction/permanent and conventional construction loans.Colin has arranged hundreds of millions of dollars in financing ... (view full description)

Paul Yazbeck

Managing Partner
The Multifamily Group

Paul is a Managing Partner with The Multifamily Group (TMG) where he specializes in multifamily owner representation in Texas, Oklahoma, and New Mexico.  Prior to forming The Multifamily Group, Paul was an Executive Director in Investment Sales with a national firm and finished as the company’s #7 highest performing broker out of over 1,100 brokers worldwide in 2017, the #1 ranked broker in the Southwest Region, and the top producer in the office in 2017. In 2016, Paul was the 3rd ranked broker in the Southwest Region, was the 25th highest producing Broker worldwide, and top producer in the office in 2016. He qualified for the company’s Partner’s Circle recognition in both 2016 a ... (view full description)
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Information Management Network - Privacy Notice

Introduction - Who we are

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

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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.

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What Personal Data We Collect & Why

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  • 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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