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Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

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

Jordan Allen

Stay Alfred, Inc

Mark Allen

Executive Managing Director

Mark entered the world of investment real estate in 2009 during the recession and has been involved in the acquisition and disposition of over $2.5B worth of real estate across across multiple markets. Today, Mark focuses on Multifamily and Build-to-Rent investment sales, in connection with Greystone's top debt and equity platform. In addition to investment sales, Mark is working on full cycle Build-to-Rent projects in Central Florida.
Mark attended the United States Military Academy at West Point and was a member of the Army football team. Post graduation, he served in the US Army as a Field Artillery Officer where he led troops in Operation Enduring Freedom – Afghanistan. 

Michael Anderson

Managing Director - Acquisitions
Westmount Realty Capital

With more than 15 years of experience in commercial real estate, Michael Anderson, managing director – acquisitions for Westmount Realty Capital, LLC, leads the acquisitions team in identifying new value-add multifamily opportunities throughout the Southwest. During his tenure with Westmount, Michael and the acquisitions team have closed or are under contract on nearly 2,000 units totaling $175 million in cumulative value. Prior to joining Westmount in 2016, Michael was a senior director and founding member of Vanguard Real Estate Advisors in Dallas, where he contributed to the marketing and sales of more than $360M in assets. Previously, he was with Rockwood Real Estate Advisors as an ... (view full description)

Sterling Anderson

Founder & Principal
Aria Capital Partners

Sterling Anderson is Founder & Principal at Aria Capital Partners, a real estate syndication and development company that focuses on residential, multifamily and hospitality properties. Sterling is responsible for the day to day operations of the company, raising capital and working with its group of buyers and investors.

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)

Scott Azaroff

Sales Director
Investor Management Services

Andre Bailey

Managing Director
Pioneer Realty Capital

With 15 years in the commercial real estate lending business, Andre has funded over $1 billion in commercial real estate loans. His career has placed him with many prominent national banks and brokerages including, GE Capital, Cohen Financial and Zions Bank National Real Estate.  Andre has expertise in placing debt through conventional banks, private institutions, CMBS securitizations, insurance/pension funds and SBA. He holds a BS in International Finance and Global Leadership from W.P. Carey School of Global Business from Arizona State University.

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)

John Barker

Founding Principal
180 Multifamily Properties

180 Multifamily Properties was founded in 2009 to build a multifamily investment platform specializing in value add properties. 180 Focuses in the acquisition and operations of “A”, “B and C” multifamily assets. 180 has acquired over 5000 multifamily units. Its related company, 180 Multifamily Management, has managed construction, rehabilitation, and operations of all of its projects. 180 attributes its success to identifying true value added opportunities throughout the Texas and Mid West Markets. Our goal is to grow at the right pace with the right assets and the best team. Our value proposition is the belief that it all starts with the resident. If the resident is happy with their home, t ... (view full description)

Timothy Barton

Chief Executive Officer
JMJ Development, LLC

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’s 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, residential an ... (view full description)

Michael Becker

Strategic Property Investment

Michael Becker is a Principal at SPI Advisory LLC and heads SPI’s Dallas, Texas office. SPI Advisory specializes in repositioning multi-family assets. Through professional asset management and a high level of integrity, SPI Advisory increases the value of properties while improving quality of life for its residents.  SPI Advisory derives stakeholder value through hands on asset management and construction oversight. Our exclusive multi-family focus enables better pricing of value and risk to identify projects with superior risk-adjusted returns.     Prior to forming SPI Advisory, Michael was a 15 year veteran Commercial Real Estate Banker and has originated and managed numerous p ... (view full description)

Lane Beene

Pilot Legacy Private Equity Group

Lane Beene is a 28 year Air Force veteran and 15 year real estate entrepreneur.  His investment portfolio grew from one single family residence to 9 multifamily properties and spawned many apprentices in value-add real estate strategy.  He co-founded Pilot Legacy Equity Group for the purpose of leveraging quality real estate investments with government tax incentives and is pioneering  Opportunity Zone strategy in the Texas market. 

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)

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)

Kimberly Byrum

SVP, Advisory
Meyers Research LLC, a Kennedy Wilson Company

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

Greg Cason

CrestMarc Residential

Mr. Cason is the founder of CrestMarc - a vertically integrated multifamily investment company providing a comprehensive spectrum of real estate services in Texas and Oklahoma.  A 25+ year veteran of the multi-family housing business, Greg Cason has spearheaded the acquisitions of over 26,000 multi-family housing units valued in excess of $1.1 billion.  He was first exposed to the multi-family business as an asset manager at MetLife.  While overseeing various property types (office, industrial, and hotel) Mr. Cason made the decision to focus his career on multi-family properties.  Over his career, he has held senior/partner positions at several nationally known multi-family compa ... (view full description)

Brian Cauthen

Director of Multifamily & Commercial Financing
Lima One Capital

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

Vic Clark

Senior Managing Director
Hunt Real Estate Capital

Vic Clark is a Senior Managing Director with Hunt Real Estate Capital, a wholly-owned subsidiary of Hunt Companies. Mr. Clark has 29 years of solid experience in real estate financial services. He is currently National Head of Conventional Agency production for Hunt Real Estate Capital. Mr. Clark has produced more than $9 billion in loan originations comprised of over 700 transactions. Mr. Clark led his Dallas production team to achieve nationally recognized production volume making them the top production team in the firm for many years. Prior to joining Hunt, Mr. Clark was Senior Vice President and Southwest Regional Manager at Walker & Dunlop. Mr. Clark was also a Managing ... (view full description)

Hugh Cobb

Asset Living

Hugh A. Cobb is a Partner and owners of Alpha Barnes Real Estate Services, LLC in Dallas, Texas.  He leads property management operations and corporate strategy for the firm.  Alpha Barnes Real Estate Services, LLC manages over 30,000 units of affordable and conventional housing and is recognized as an industry leader in property management and tax credit compliance.     Hugh earned a Bachelor’s of Business Administration (Dean’s List) from Texas Wesleyan University. Hugh was appointed by President Reagan, to serve as Congressional Liaison for The White House.  Mr. Cobb has over 30 years of real estate experience including management, brokerage, new construction, ... (view full description)

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)

David Cohen

Managing Director and Co-Head - National Bridge Lending
Ready Capital

David A. Cohen is a Managing Director and Co-Head of the National Bridge Lending Division at Ready Capital Corporation. Prior to joining Ready Capital, David held positions as a Managing Director and National Production Manager (Head of Originations) at Doral Property Finance, a Regional Director at GE Real Estate, a Managing Director at CIBC World Markets Commercial Real Estate Finance Group, a First Vice President at Paine Webber Real Estate Securities, and as a Managing Director at Furman Selz LLC. David began his career as an attorney at the national law firm of Kelley Drye & Warren. David earned a B.A. from SUNY-Albany, and his graduate degrees with a M.B.A. from Syracus ... (view full description)

Colin Cross

Managing Director-Originations

Colin Cross is a managing director at Lument and is based in Dallas. He originates a full range of debt products for multifamily and other commercial assets nationwide, including Fannie Mae, Freddie Mac, FHA/HUD, CMBS, mezzanine, and bridge loan executions. Colin and his Dallas team at Lument legacy firm Hunt Real Estate Capital have originated more than $1.8 billion in debt products during his tenure, and they received recognition as the firm’s top production team in 2013 and 2017. He began his career working at Walker & Dunlop in their production and underwriting groups, where he underwrote, structured, and negotiated deal terms to successfully originate more tha ... (view full description)

Mark Drumm

Managing Partner, Co Founder
The Shelter Companies, LLC

Mr. Drumm has 30 years of providing key national, regional and local market, economic, financial and strategic direction for a variety of builders and developers and institutional investors and managers. A native of Georgia, Mr. Drumm graduated from the University of Georgia with a bachelor’s degree in Real Estate. Upon graduation, he joined RCLCO as a management consultant gaining national experience in a wide range of projects including mixed-use and master-planned community feasibility, specific product investment analysis, corporate strategic planning, and portfolio work-out initiatives for public and private real estate organizations. He left in 1995 to work directly with developers, bu ... (view full description)

David Eyzenberg

Eyzenberg & Company

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

Eiran Feldman

First Insite Realty

Richard Fishman

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)

Jay Florence

Vice President of Operations
River Oak Risk

Jay is Vice President of Operations and is responsible for oversight of River Oak managed captives, including policy administration, claims, insurance renewals, regulatory compliance, and financial audit supervision.  Prior to joining River Oak Risk, Jay was the Deputy Commissioner of the Georgia Department of Insurance and his role included responsibility for the Georgia Captive Division, among other responsibilities.  He worked his way up through the Department of Insurance first as an Enforcement Attorney, then as Legal Counsel to the division that regulates insurance company solvency, and ultimately as Deputy Commissioner.    Jay has a B.A. in History from the University of G ... (view full description)

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group

Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 20 years, Todd has facilitated the development, redevelopment, disposition, acquisition and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,600,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, New Mexico, Arkansas and Oklahoma. When Todd left his previous firm in 2014, he was acknowledged as the all-time top producer.  Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX in 2014 and has been ... (view full description)

Bruce Fraser

Managing Partner
Elkhorn Capital Partners

Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of nearly $500M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisitions.  He is a disciplined quantitative investor that successfully utilizes macro-economic indicators that are the basis for the proven top-down investment approach. After having been heavily invested ... (view full description)

Steven Gesis


Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Adam Gottfried

Roc Capital

Mr. Gottfried is a Vice President of Roc Capital's Commercial Real Estate Group, which he joined in 2018. He is responsible for sourcing, evaluating, structuring, and asset managing opportunistic investments across all commercial property types. Prior to Roc Capital, Mr. Gottfried worked for Arbor Realty Trust's Structured Finance group, and was on the Acquisitions team of Mack Cali. Mr. Gottfried received a B.S. degree in Management from Arizona State University, and an MBA from Baruch College.

Joseph Gozlan

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)

Mark Hafner

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)

Rami Hakim

Capital Solutions, Inc.

Mr. Rami Hakim is a partner at Capital Solutions, Inc., a real estate private equity firm that invests joint venture equity with operating partners throughout the United States. Mr. Hakim is primarily responsible for the origination, evaluation, and structuring of real estate investments. Rami has expertise in the acquisition and repositioning of institutional-quality real estate assets, particularly in the multifamily sector.  Prior to joining Capital Solutions, Mr. Hakim worked as an acquisitions associate at Resource Real Estate, where he directly participated in over $1 billion of transaction volume. During his tenure, Rami was responsible for all fac ... (view full description)

Chris Harris

Senior Vice President - Capital Markets
Walker & Dunlop

Chris Harris, senior vice president, is responsible for nationwide equity placement and loan originations and is located Walker & Dunlop’s Dallas, Texas office. Throughout his career, Mr. Harris has originated over $14 billion in equity and debt financings for multifamily, student, and affordable properties throughout the United States.   Prior to joining Walker & Dunlop, Mr. Harris served as a principal and chief financial officer at Criterion Development Partners, LLC where he was responsible for finance, accounting, planning, investor relations, and risk management. Before Criterion, Mr. Harris was employed by FirstWorthing where he served as executive vice president, ... (view full description)

Jake Harris

Managing Partner
Harris Bay

Mr. Jake Harris is the co-founder and managing partner of Harris Bay a boutique private equity real estate investment firm with experince in operations and assets Arizona, California, Texas, Georgia and North Carolina. Harris Bay operates opportunistic funds, development funds and coming soon a debt fund. Harris Bay is currently looking for financing options for development of high density mixed use projects, sources for distressed or value add SFR sources and large data mining sources.  Mr. Harris handles the day to day operations of the firm. His studies include BS in Entrepreneurship from Rasmussen College, MS in International Real Estate at Florida International U ... (view full description)

Randle Harwood

Planning and Development Director
City of Fort Worth

Randle has two degrees in Landscape Architecture an undergraduate degree from the University of Guelph 1987 and a Master of Landscape Architecture from the University of Massachusetts 1989.   Randle has worked for the City of Fort Worth for 23 years. He has served as the Planning and Development Director, for the City of Fort Worth since 2010. The department’s budget is a $19 million revenue budget. The department has a large span of responsibilities that include leading and managing permitting, building inspections, zoning, platting, urban design, plan review, Comprehensive Plan, Trinity River Vision, Public Art and gas drilling. Prior to serving as P&D Director he was the P ... (view full description)

Jake Heffelfinger

Director of Acqusitions
American Ventures LLC

Shally Hu

Head of Acquisitions
ARON Asset Management

Head of Acquisitions at ARON Asset Management,  QOZ Fund focusing on tax efficient real estate investments in distressed US communities.  Shally has over 10 years of experience managing institutional real estate transactions totaling over $6.2 Billion. Shally previously worked for GE Capital Real Estate, where she was responsible for real estate portfolio acquisitions, dispositions and underwriting in their $80 Billion portfolio globally. Shally also worked at Cushman & Wakefield in the investment sales group and for Bank of China leading negotiations and transactions for high profile assets such as the Time Warner Center, 220 Central Park South, the Plaza Hotel, the Sky buil ... (view full description)

Lindsay Hyde

Venture Partner
Moderne Ventures

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

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)

Merrill Kaliser

Echelon Realty Funds (Preferred Equity Funds)

Merrill L. Kaliser, Esq. Kaliser & Associates PC Axiom Consulting Group LLC Longhorn IV LLC Echelon Realty Funds • Admitted to the Texas Bar in 1999 • Admitted to the Missouri Bar in 2012 Kaliser & Associates PC (KA) specializes in nation-wide representation of syndicators and investors buying, selling, capitalizing, and financing commercial real estate transactions as well as SEC representation via various Reg D exemptions representing over 1,300 transaction raising capital to acquire commercial real estate assets. To date, KA has represented over $4.7B in commercial transactions and providing SEC compliant representation and documentation to clients that have collectively raised $1.4B+ ... (view full description)

Anand Kapadia

Executive Vice President
Interwest Capital Group

Mr. Kapadia is a seasoned finance professional with a diverse background that spans over twenty-five years. At Interwest (, he is focused in the areas of expanding the Company’s capital markets relationships, project and platform level financial structuring, developing new business ventures, strategic planning, and is a member of the Company’s investment committee. During his career, he has developed hotels and commercial real estate; been instrumental in creating a unique energy finance platform; and has provided consulting services to numerous principal owners, investors, and financial institutions, and to credit rating agencies. Mr. Kapadia has been an e ... (view full description)

Kevin Kirton

Buckhead Investment Partners

Mr. Kirton co-founded Buckhead in 1996, and has since been its Chief Executive Officer. He is also CEO and a founding principal of Funding Incorporated, an FHA and Fannie Mae-approved multifamily lender which originates, funds and services multifamily mortgages nationwide.

Before founding Buckhead, he served as Manager of Commercial Lending for Main Street Mortgage, a subsidiary of Goldman Sachs, and as Executive V.P. of Citadel Mortgage Co., one of the nation’s first FHA-approved multifamily co-insurers and Fannie Mae DUS lenders.  As a result of this experience, Mr. Kirton has an extensive knowledge of multifamily lending, financial operations, development and management. 

Jon Krebbs

Managing Partner
The Multifamily Group

Jon began his career in real estate in 2005, purchasing and renovating several multifamily properties while attending college. Since then, he has been involved in the brokerage, management, development, and construction of multifamily and single family assets across Texas and Oklahoma. Prior to forming The Multifamily Group, Jon was a top producer at Sperry Van Ness and at the Henry S. Miller Company. Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With 13 years of real estate experience and an abundance of industry contacts, Jon analyzes each assignment carefully and ... (view full description)

Mickey Kropf

Vector Travel

Mickey Kropf is the Co-Founder and CEO of Vector Travel, Inc, a tech-enabled multifamily short term rental fee management company. Prior to Vector Travel, Mickey co-founded and led growth at, a short-term rental marketplace connecting landlords with short-term rental management companies. Mickey has a background in commercial real estate development and finance. Mickey is a graduate of Harvard College and a washout of the Detroit Tigers organization.

Chihiro Kurokawa

Founder/Managing Partner
BlackRiver Equity Partners

I founded BlackRiver Equity Partners in early 2017 and we made our first acquisitions in 2019. We have invested in value-add and distressed multifamily assets totalling $18.5 million in acquisitions and $26.6 million in completed and pending dispositions as of June 2021. I am a 2015 MBA graduate of the UCLA Anderson School of Management.  

Scott LaMontagne

Managing Director
JLL Capital Markets

Scott D. LaMontagne is a Managing Director within Jones Lang LaSalle’s Capital Markets group. Scott is responsible for the Central Texas Multifamily service line. Scott and his team are focused on establishing and maintaining client relationships, and providing advisory, transactional, debt structures and equity sourcing services to multifamily owners and developers. Prior to joining Jones Lang LaSalle, Scott was a Director and senior executive over central Texas for Institutional Property Advisors. Scott’s direct transactional and oversight experience exceeds $4.5 billion. Having sold over 30,000 apartment units, Scott is recognized as a market expert and is a frequent speaker a ... (view full description)

David Lagat

Bella Asset Management

David Lagat is founder and CEO of Bella Asset Management. Bella is owner operator of class B and C apartments in Texas and Neighboring states. David Lagat started investing in single family and small multifamily in 2001.  In 2011 through Bella asset management switched focus to multifamily and since then acquired and operated over 4000 units without syndicating. with value of over  $450M. Bella asset management is vertically intergrated and have management and construction in house. He has recently started syndications in 2019 as way to scale faster and provide investors an avenue to earn superior returns through multifamily investing. Has partnered with syndicators on over ... (view full description)

Justin Laub

Managing Partner
Pegasus Real Estate

Justin Laub is a Managing Partner of Pegasus Real Estate, a private commercial real estate investment firm primarily focused on the acquisition and repositioning of properties located in major metropolitan markets. The company’s fundamental goal is to achieve attractive, risk-adjusted returns for its investors and partners. In addition to running Pegasus, Justin is an advisor to StreetWealth Investments, a private syndication platform he founded to provide small-balance equity checks to sponsors for commercial real estate investments. Justin was previously a Senior Director at Metropolitan Capital Advisors (MCA), a real estate investment banking firm that arranges debt and equity capital for ... (view full description)

Shane Lee

Vice President
Peak Capital Partners

Shane is responsible for overseeing acquisitions and operations of multi-family assets in select U.S. markets, specifically across Texas and Louisiana. Shane interned as an Acquisitions Analyst for Peak Capital. He then worked as an Acquisition Associate for TriVest McNeil Real Estate where he oversaw the acquisitions, dispositions, and operations of multi-family assets in several States.

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)

David Marcinkowski

Madera Residential

Todd Marney

Casoro Capital

Todd is the Chief Investment Officer for Austin-based Casoro Capital.  Casoro Capital is part of the PPA group, a vertically-integrated multi-housing owner/developer with in-house property management, construction services and utility billing.  The company currently owns and manages over 4,000 apartment units in the four major Texas markets. Casoro Capital recently launched a public, non-traded REIT product known as Upside Avenue which is building a diverse, national portfolio of multi-family, student housing and senior living properties.   With over 30 years of national-scope residential and commercial experience in both acquisitions and asset management, Todd has been directly ... (view full description)

Ian Mattingly

LUMA Residential

Ian Mattingly, CPM® is President of LumaCorp Inc., a private multifamily investment and property management firm based in Dallas. Mr. Mattingly oversees the firm’s operations, serves on its investment committee, and promotes its strategic vision. He is an active board and committee member of several real estate industry associations, and is also involved in non-profits focused on education and homelessness prevention. Mattingly regularly speaks on leadership and technology trends, and is a contributor to publications such as UNITS, Multifamily Executive, and Rooflines.

Adam Meshekow

Chief Growth Officer

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and i ... (view full description)

Rayna Mike

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)

Michael Miller

Chief Marketing and Production Officer
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.  

Darin Munson

The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college and has partipated in hundreds of transactions over multiple decades in the industry.                

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).

Chris Nebenzahl

Institutional Research Manager
Yardi Matrix

Chris Nebenzahl is the Institutional Research Manager at Yardi Matrix, and is responsible for overseeing market research and data analytics, as well as editorial composition for Yardi Matrix, Commercial Property Executive and Multi-housing News. Mr. Nebenzahl facilitates the expansion of the Yardi Matrix reporting suite and provides in-depth analytical tools for clients across the commercial real estate industry. His focus includes data analytics and reporting for the multifamily, office, self-storage and industrial asset classes. Before joining Yardi, Mr. Nebenzahl served as a portfolio manager for the Bank of New York Mellon, managing fixed income portfolios for municipal and p ... (view full description)

Matt Neisser


Mr. Neisser is the CEO and Co-Founder of LendingOne.  He has scaled the platform into one of the largest and fastest-growing private lenders in the country and has worked across all facets of the firm. Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at a regional commercial real estate firm that handled office, industrial, retail, multi-family and land. 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 coupled this with his range of experiences in the real estate market from owning, selling, and leasi ... (view full description)

Shelby Noble

VP, Capital Markets
Forum Real Estate Group

As Vice President of Capital Markets, Shelby is responsible for the overall capital raising strategy for Forum’s real estate portfolio and helps drive all communications with current and prospective investors. Prior to joining Forum Real Estate Group, Shelby was the Senior Director of Investor Relations at UDR, Inc., an S&P 500 Multifamily REIT where she was responsible for all investor communications, including corporate strategy and transaction, joint venture, balance sheet and capital markets activity. Before that, Shelby was a member of the Invesco real estate securities team in Dallas, TX, where, as a securities analyst, she conducted fundamental research on over 50 publicly-t ... (view full description)

Paul Panza

President & CEO
Nicholas Residential

Paul N. Panza is Founder, President and CEO of Nicholas Residential. In this capacity, he establishes and executes the strategy of the Company and oversees the financial and operational performance. Mr. Panza has over a decade of experience in the commercial real estate markets, focused largely on “value-add” and “opportunistic” investing. Under his leadership and direction, the firm has achieved strong growth and performance, and expanded its acquisition, development and managerial services to meet the goals of its clients, which include institutional money managers, insurance companies, family offices and high-net-worth investors spanning the ... (view full description)

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and innovator with a backgroundin the diverse fields of real estate investing and pharmaceutical research. His experience as a pharmaceutical scientist drives his systematic approach to multifamily and  ... (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)

Gabriel Pozo

Advalurem Group

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

Kimberly Radaker Bays

Managing Principal
Exponential Property Group

Kimberly Radaker Bays has been managing and overseeing Exponential Property Group and its associated companies, with a focus primarily on multifamily Real Estate, for the past seven years. She has grown Exponential Property Group from 2 employees to more than 160 in that time. Her leadership helped to complete six transactions where properties were purchased, rehabbed, leased up and sold to provide a capital gains of exceeding 100% in three years or less, to the partnership. She currently leads fourteen properties totaling over 4800 units and is always seeking more. Prior to her involvement in multifamily real estate she was involved with creating and running her family’s single family renta ... (view full description)

Grant O. Reves

Acquisitions & Capital Markets
Block Real Estate Service

Grant Reves joined Block Real Estate Services, LLC in February 2007 as an investment real estate specialist in Kansas City with a focus on property acquisitions outside Kansas City and investment sales in the Kansas City area. As a member of Block’s Investment Services Group, Grant’s responsibilities on behalf of clients include the review and analysis of potential acquisitions and dispositions, due diligence, transaction valuation and execution, and detailed financial modeling.In 2012 Grant helped launch the multifamily acquisition platform for Block Funds. Since the first acquisition of The Settlement in Kyle, Texas in January of 2013, Grant has procured and closed over $500 million in mul ... (view full description)

Ryan Reyes

Director of Acquisitions
Stoneweg U.S.

Ryan Reyes joined the Stoneweg U.S., LLC executive team in February of 2019 as the Director of Acquisitions where he will lead all efforts in acquisitions and dispositions for the Stoneweg U.S., LLC portfolio. Ryan began his real estate career with an investment company specializing in residential real estate where he held various roles in acquisitions, capital markets and construction management supporting the company’s growth from $50MM to $1.3B over the course of his 7-year tenure. Prior to real estate, Ryan served as a Federal Agent with the Department of Homeland Security’s Special Operations Group. Ryan graduated with a Bachelor of Science degree from the University of Tampa.

Glen Rich

Managing Director

Glen Rich is the Managing Director for the US Central Southwest leading CrowdStreet’s online capital formation and investor acquisition/relationship management platform.  Glen leads the team to provide investment firms, sponsors and developers access to over thousands of accredited investors for deal and fund capital formation.     CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth.  Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operator ... (view full description)

Mariana Robina

SVP of Finance & Investments
Eagle Property Capital

12+ years of real estate investments and finance, from acquisitions, due diligence and asset management to accounting and financial control, and investor relations. Joined EPC in 2013, she has led the acquisition of over $504 million in 24 multifamily properties and the origination of over $320 million of mortgage financing. Previous experience in MIRA Companies (Black Creek Group) on evaluating development of residential and mixed-use opportunities valued in over $500 million. MBA from Babson College F.W. Olin Graduate School of Business (Real Estate) and a Bachelor Degree in Chemical Engineering from Universidad Iberoamericana.   Mariana has over eight years o ... (view full description)

Benoit Rochard

Vice President
CFH Investment Partners

Benoit Rochard joined CFH Investment Partners in early 2017 as Vice President. At CFH he leads the acquisition, financing and disposition of multifamily opportunities throughout the United States as well as being a member of the investment committee. During his tenure with CFH, Benoit has acquired 1,240 units totaling over $200 million in cumulative value, and led transactions totaling over $350 million. CFH Investment Partners is the real estate division of Capital Family Holdings an Austin based single family office.

Ranajoy Sarkar

Chief Product Officer
Roc Capital by Roc360

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

Matt Shafiezadeh

Urban Genesis

Matt is responsible for investment strategy and acquisitions at Urban Genesis, a $200+ million AUM group based in Houston, TX.  Prior to founding Urban Genesis in 2013, Matt was a senior acquisition officer with Lionstone Investments where he led real estate strategy and investing for the west coast and Texas for all product types. Matt was directly responsible for $1.0+ billion of development and investing.  Matt also held various investment roles with Highland Capital Management and Lazard Freres. 
Matt is a graduate of the University of Texas at Austin.

Dave Sherbal

C2G Asset Management

Heschel Asset Management is a full service asset management firm. The Principals of Heschel Asset Management have over twenty eight years experience in all real estate product types, with a specialty in multifamily product. Heschel Asset Management can help in all phases in the life cycle of an investment; - Acquisition underwriting and due diligence - Rehabilitation budgeting and oversight - Property and asset management, lease ups, turnarounds and re-positioning - Capital transactions, Re-financings and dispositions - Corporate support services, accounting, risk management, purchasing and negotiating ancillary services - Plug and play interim ... (view full description)

Samuel Shin

Managing Partner
Roussin Capital Group

Samuel Shin, previously served as managing partner of WS Vested, which has offices in Los Angeles, Palm Beach and Michigan. WS has purchased thousands of residential non-performing notes and REOs. WS was formed to acquire non-performing residential loans and REO homes on a nationwide platform. WS specializes in repositioning distressed assets for unconventional returns. WS is an investment firm that is dedicated to acquiring opportunity based, real estate backed projects.  Currently, Samuel is serving as Partner for Roussin Capital and is focusing on taking equity-based ground up projects to the next level in the vast Southern California area.   ... (view full description)

Andrew Shook

Head of Commercial Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

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)

Jennifer Sutherland

Director of Strategic Account
Juniper Square

Jennifer Sutherland is a Strategic Account Director at Juniper Square. In her role at Juniper Square, she works with private equity real estate investment managers and is responsible for running all facets of business development. Prior to Juniper Square, Jennifer was a Regional Director at Dimensional Fund Advisors, in a sales and relationship management role working directly with pensions, corporations, family offices, foundations, and endowments on their equity and bond portfolios. Jennifer started her career at Man Group in Investor Relations, and Deutsche Bank, sitting on the Investment Grade Credit & Derivatives sales desk, working with institutions. Jennifer graduated from New Yor ... (view full description)

Josh Viner

Senior Manager

Josh is a proven leader with experience in local, national and global hospitality organizations. While starting his career in hotel F&B, Josh completed is MBA at the Beedie School of Business in Vancouver. He has managed major projects across the vacation rental industry including meta-search, corporate housing and Vacasa's Multifamily program. Josh is responsible for building Vacasa's partnership program with developers, REITs and family offices. Outside of business, Brazilian jiu jitsu and kiteboarding keep him sane.

Michael Walker

Managing Partner
Pilot And Legacy Opportunity Fund, LLC

Michael Walker is currently a Managing Partner of Pilot And Legacy Opportunity Fund, LLC, and has served as Managing Partner of Walker Holder Residential, Inc for the last ten years. Michael is a Past President of the Apartment Association of Tarrant County, and is a Leadership Lyceem graduate from the National Apartment Association, as well as from the apartment associations of Dallas & Tarrant counties. Michael's experience has seen him involved in every aspect of the multi-family industry.

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)

Charles Williams

Managing Member
Pioneer Realty Capital

Charles Williams is the Managing Member of Pioneer Realty Capital and the PRC CREF School.  He is an experienced entrepreneur with over 30+ years of experience launching and managing successful businesses.    Mr. Williams participates in all phases of capital sourcing, analytics, structuring, debt and equity placement.  For more than 15+ years he has negotiated interim, permanent, and joint venture financing for mixed use master-planned communities, office buildings, shopping centers, multi-family, industrial, mini/RV/boat storage and multiple specialty projects throughout the United States.   Mr. Williams received his bachelor’s in business and MBA with a focus on accounting and finance fro ... (view full description)

Jay Wilson

Senior Manager, Customer Success

Jay oversees the entire customer account management team at Buildium. Buildium's skilled account managers work with property and association managers all across the country to get the most out of their software and further their business objectives.

Jim Wilson

Managing Director
JMP Asset Management

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

Mike Wilson

VP of Real Estate
Stay Alfred

Patrick Winters

Principal, Design Director
Nadel Architects, Inc.

Patrick Winters, AIA is a Principal and Owner at Nadel Incorporated, an award-winning Los Angeles architecture firm.   A graduate of UC Berkeley, Patrick has over 35 years of professional experience working with leading clients in the public and private sectors. Patrick has worked on numerous projects in cities throughout the United States, as well as internationally, particularly in the Middle East and Africa.   Skilled in all aspects of project conceptualization, organization and presentation, and having in-depth understanding of technical fundamentals and construction practices, he is able to effectively serve clients with complex projects and requirements.  Patric ... (view full description)

Rick Wolf

Executive Vice President
Greystone & Co.

Rick Wolf is an Executive Vice President and leads Greystone’s small loans production, which includes Fannie Mae and Freddie Mac platforms.
Previously, he worked at Fannie Mae for 11 years as Vice President where he was responsible for small loan production, negotiated pools and large national accounts. Rick also worked in securitization groups at Merrill Lynch and KPMG.
He holds an MBA in finance from Florida State University and a Bachelor’s degree in Economics from the University of Miami.

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 throughout Texas, Oklahoma, Arkansas, and New Mexico. Jon Krebbs and Paul have continued to grow TMG and now have over 15 brokers.  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 world ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for Middle-Market Multifamily Forum (Southwest): A Forum for Small & Mid-Sized Apartment Owners & Developers


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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    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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