Larry Acker

CEO
ACT Inc. D'MAND KONTROL® Systems

ACT Inc. develops and manufactures electronic Hot Water D’MAND KONTROL® Systems for the distribution of potable hot water for residential, commercial and multi-family buildings both existing and new construction. ACT Inc. products have been tested by Oak Ridge National Laboratories, funded by the US Dept. of Energy and received a Certificate of Recognition in 2001 for their savings of both water and energy.Acker has been involved in the study and research of energy & water conservation products for the last 45 years. Acker has invented several sustainable products and is consider a leading authority on Hot Water Distribution Systems. Larry coined the ... (view full description)

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)

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

Quincy Allen is Co-Founder and Managing Partner of Arc Capital Partners, a Los Angeles-based boutique real estate investment company. Formed by Quincy Allen and Neville Rhone, Arc Capital Partners targets middle-market opportunities ($10 - $50 million total capitalization) across the major assets classes of multifamily, retail, office and industrial with a particular focus on value-add / opportunistic transactions in high-demand urban markets. Mr. Allen is a 20-year veteran of principal investments, real estate development and portfolio management with over $8 billion of transaction experience. Prior to forming Arc Capital Partners, Mr. Allen spent over a decade at Canyon Capital Realty A ... (view full description)

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego fr ... (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, Managing Member
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 structured finance. Through his te ... (view full description)

Tony Azar

CEO
MACC Venture Partners, LLC

Hopefully it is not too late to add our CEO, Tony Azar’s bio to the IMN Speakers website. I have attached his photo to this email and the bio is below.   Tony is the Chief Executive Officer of MACC Venture Partners. His focus is on acquisitions, repositioning, and management of all real estate holdings and projects. Tony manages and oversees the complete process of identifying, analyzing, acquiring, managing, marketing, and syndicating all properties. Tony started in Real Estate in 2003 and has a history of success as an entrepreneur.  In 2009, Tony launched Capstone MultiFamily Group, a family-operated property management firm that owns and manages over 5,000 units c ... (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)

Ash Baraghoush

Investment Director
Hanover Financial Company

No biography specified

Mark Besharaty

Director
Hunt Companies

Mark Besharaty serves as Director in the Small Balance CRE Lending Group at the Hunt Mortgage Group, a wholly-owned subsidiary of Hunt Companies. Mr. Besharaty leads a team of originators and analysts in the Western region of the United States. He and his team are responsible for the origination of small balance loans for commercial real estate and multifamily housing. Mr. Besharaty has over 20 years of commercial real estate experience. Prior to joining the Hunt Mortgage Group in 2015, he served as vice president in the commercial mortgage operations division with MUFG Union Bank. While at Union Bank he led teams that successfully implemented multiple projects in addition to gro ... (view full description)

Irwin Boris

CIO
CityR Group

Irwin is the Chief Investment Officer for CityR Group, a platform that invests in multifamily on behalf of HNW investors. In addition, he is a member of the faculty at Fordham University where he teaches at the Real Estate Institute. He also sits on the investment committee for a 3rd generation real estate family office, and counsels on the soundness of the investments, forecasting and dispositions. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (foreign & US) where he was responsible for sourcing, negotiation, underwriting, due diligence and financing.  During his 10 year tenure with Capmark F ... (view full description)

Doug Brien

Co-CEO & Co-Founder
Mynd

Doug Brien is endlessly curious about property management innovation and passionately committed to building solutions for the real estate arena. Prior to being Co-Founder/Co-CEO of Mynd, he was CEO of Starwood Waypoint Homes, (NYSE: SWAY), and grew the company to 500+ staff members, managing over $3 billion in rental properties across the country. He was named Ernst & Young Entrepreneur of the Year in 2014, and Goldman Sachs Top 100 Most Innovative Entrepreneurs in 2012. Doug is also a former NFL placekicker who won the Super Bowl XXIX championship as part of the San Francisco 49ers in 1994. When Doug’s not obsessing over real estate and challeng ... (view full description)

Jason Buxbaum

Founder
Jevan Capital

Jason Buxbaum, Managing Principal of Jevan:  Jason has over 22 years of commercial real estate experience beginning his career with Federated Management Services and overseeing operations of 300,000 sf of commercial real estate.  In 2005, Jason joined Amercon Realty Services where he was involved in the sale of over $350 million of apartment buildings.  Jason was also an associate for Colrich, a CalPERS partner, where he was involved with the acquisition, remodeling and asset management of 479 class A apartment units and 53,000sf of office space. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 16 projects and ... (view full description)

Jay Caplan

Managing Director
Envisage Companies

Jay Caplan has close to 20 years of Real Estate Investment Banking, Mortgage Brokerage and general banking experience. He has been responsible for commercial and residential mortgage brokerage, loan originations, note sales, note acquisitions and loan evaluation. In 2003, Jay formed LJ Capital Partners, LLC. In this role, he provides Real Estate Investment Banking and Consulting Services to direct lenders, high net worth individuals, developers and borrowers. Previously as a Senior Vice President at Balance Sheet Manager, Jay developed relationships with over 300 financial institutions throughout the United States. Balance Sheet Manager was established in 1999 to create a national platform f ... (view full description)

Gary Carmell

President
CWS Capital Partners

No biography specified

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 $150M. 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)

Robert Champion

Founder & CEO
Champion Real Estate Company

Bob Champion is the Founder, CEO and Managing Partner of Champion Real Estate Company, a family office that specializes in real estate investment with multiple business strategies currently being executed via the company’s platform. Under Bob’s leadership, the Champion platform has generated in excess of a 20 annual return (XIRR) to its investors over the past 20-years. Bob has a Master's of Real Estate Development from the University of Southern California where he also taught real estate investment, development, and urban planning for over 16 years. He has also taught at the graduate level at UCLA, ICSC University, and the CRA University. He is an expert in shopping centers, mu ... (view full description)

Elliot Chun

EVP, Head of Infrastructure
APPA Real Estate

Elliot Chun is the Head of Infrastructure at APPA Real Estate, responsible for all non-investment and development functions including: Equity and Debt Financing, Marketing, Investor Relations, Operations, Accounting, Technology, Risk, and Legal & Compliance. Mr. Chun brings over 16 years of experience in Alternative Asset Management and Capital Markets.   Prior to joining APPA: Director on the Alternative Asset Management team at Perella Weinberg Partners - With a deep focus on the Trading, Middle Office and Operations functions, Mr. Chun was a leading member of the team that established the firm’s institutional platform and infrastructure that launched and operated m ... (view full description)

Steven Cohen

President
Standard Management Company

Mr. Cohen is responsible for the stewardship of assets under management and the strategic growth of the investment portfolio.  He has over 20 years’ experience in real estate investment, management, entitlement and development and across asset classes including multi family, industrial, retail and mixed use land development.  He commenced his career in public accounting working for a large national firm in Washington DC, and maintains an active CPA license in the State of California and multi-state Real Estate Broker licenses.  He graduated from Indiana University, Bloomington in 1992 and continues to be active with alumni organizations and volunteer efforts Junior Achievement.
 

Ken Cope

CIO
Sagebrush Companies

Mr. Cope has over 15 years of experience in the multifamily industry, being responsible for the acquisition, asset management, and disposition of over $2 billion of apartments during that time. In his current role as Chief Investment Officer, Mr. Cope leads investment activity, capital sourcing, and growth planning of the Denver-based private equity real estate acquisition and development firm. Before joining Sagebrush in May 2016, Mr. Cope was Vice President of Multifamily for Real Capital Solutions, the real estate investment company of Marcel Arsenault. RCS held over $1.5 billion in real estate assets under management. Mr. Cope oversaw the strategic direction and execution of ... (view full description)

Christopher Crippen

Portfolio Manager
Vie 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 ... (view full description)

Brian Eisendrath

Vice Chairman
CBRE

Brian Eisendrath sources aggressive capital for institutional and high net worth clients. His ranking as one of the top originators in the country has garnered him extensive industry recognition. Brian is able to quickly and effectively meet the needs of his clients by tailoring a financing solution that is unique to their property-specific business plan. By leveraging extensive life insurance company, bank, CMBS, and bridge lending relationships, as well as CBRE’s direct lending relationships with Freddie Mac and Fannie Mae, Brian and his team are able to customize capital to maximize return on investment.​ 2016 – Originated over $2.3 billion in capital 2016 – Top 10 ranki ... (view full description)

Steve Fettig

VP, Operations, West
CAPREIT

Steven Fettig is Vice President for CAPREIT Residential Corporation. Steven was named to this position in August of 2015 with the purpose of expanding CAPREIT’s western footprint. CAPREIT currently manages just over 14,000 units with 1,000 units located from Texas to the West Coast.   Previously, Steven was Senior Vice President and Director of Operations with Evans Property Management, Inc (EPMI) which was an owner and operator of approximately 6,000 units located throughout CA, WA, OR, NV and TX. While at EPMI Steven “right sized” the organization while increasing its portfolio size through the addition of fee managed clients. ... (view full description)

Kathy Fettke

Co-CEO
Real Wealth Network

Kathy Fettke is the co-CEO of Real Wealth Network, a real estate investment club that helps it's 28,000+ members acquire REAL turnkey, cash flow properties in the best U.S. markets. She is the author of the best selling book, Retire Rich with Rentals and is host of the Real Wealth Show podcast in iTunes. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row. Kathy is a licensed real estate agent, former mortgage broker and real estate inv ... (view full description)

Jerry Fink

Managing Partner
The Bascom Group, LLC

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $10.0 billion in multi-family and commercial value-added transactions since 1996 including more than 265 multifamily properties and 70,000 units.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Shubin Nadal Associates, Spirit Investors, REDA Bascom Ventures, MHF RM Holdings, Harbor Associates, and the Realm Group.  Bascom’s subsidiaries also include Premier Business Centers, the largest privately held executive suite company in the US.    Prior to founding Bascom, Mr. Fink acted as Senior Acquisitions and Sales ... (view full description)

Peter Fischer

Shareholder
Enenstein, Pham & Glass, APC

Peter Fischer is a shareholder with Enenstein, Pham & Glass, APC, and a member of the Firm's corporate and real estate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, investors and lenders. Peter's practice involves all aspects of the real estate industry, including acquisitions, dispositions, equity investments, syndications, fund formation, development, joint ventures, leasing, and financing (including Fannie Mae, Freddie Mac and EB-5 transactions), and he routinely works on transactions involving multi-family, assisted living, construction, industrial, o ... (view full description)

Michael Fleischer

SVP
Related Fund Management

Mr. Fleischer  is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on  Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambr ... (view full description)

Ian Formigle

VP, Investments
CrowdStreet, Inc.

Ian is a real estate professional and serial entrepreneur with over 19 years experience in real estate private equity, startups and equity and options trading. He has extensive experience in acquisitions, capital formation, directing teams, structuring deals, syndication, asset management, financial markets and investor relations. Prior to joining CrowdStreet, Ian was VP of Business Development for ScanlanKemperBard Companies, where he managed the firms alternative investment platform and served as an acquisitions officer on a team that completed $460 million of commercial real estate acquisitions during his tenure. Previously, Ian cofounded and served as CEO of Clarus Proper ... (view full description)

Todd Franks

Managing Director
SVN | Investment Sales Group

Todd began his career in commercial real estate brokerage in 2000, specializing in the representation of multi-family and SFR Portfolio sellers. Since then, he has been involved in the disposition & acquisition of more than $750,000,000 of A, B, and C – Class Multifamily assets in the Dallas/Fort Worth market, as well as secondary and tertiary markets across North Texas, Oklahoma and New Mexico. Todd has been directly involved in the listing and/or selling side of hundreds of multi-family and SFR property transactions, with YTD Sales, Escrows and Exclusive listings of over $268,000,000. Todd left his previous firm in March of 2014 as the all-time top producer and started SVN | T ... (view full description)

Brendan Gibney

Senior Associate
Interstate Equities Corporation

No biography specified

Glenn Gonzales

Principal & Co-Founder
NAPA Ventures

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

Aaron Gorin

CIO
Cedar Grove Capital LLC

  Aaron is Chief Investment Officer and the Founder Partner at Cedar Grove Capital, a real estate investment firm focused on  investing in asymmetric risk-reward opportunities associated with acquiring, enhancing, and managing class B and C multi-family assets located primarily in the Mid-Atlantic and Southeast United States.  Cedar Grove's proven operating strategy of assembling, stabilizing, optimizing, and recapitalizing regional packages leverages economies of scale, operating efficiency, and portfolio cap rate premiums to deliver superior risk-adjusted returns for its Investment Partners.&nbs ... (view full description)

Ned Grace

Partner
Ausmerica LLC

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

Miguel Gutierrez

COO
CAPREIT, Inc

Miguel Gutierrez serves as Chief Operating Officer of CAPREIT.  As COO, Mr. Gutierrez has broad responsibility for the development and implementation of the company’s business strategy including the operation of the company’s apartment portfolio.  Since 2008, Mr. Gutierrez has been at the forefront of the emerging single family rental asset class including establishing and managing the nation’s first large-scale portfolio with over 25,000 Fannie Mae homes as well as leading the integration between Starwood Property Trust and Waypoint Homes resulting in a new best-in-class single family rental REIT.  His broad executive experience also includes serving as Director of Acquisitions for Fannie M ... (view full description)

Rodgers Harshbarger

Director, Private Investments
UNC Management Company



Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Director of Private Investments for the $5.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette.

Mr. Harshbarger received a B.A. from the University of Virginia where he was an Echols Scholar and a M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill where he was a Richard H. Jenrette Fellow.

 

Michael Heckman

Director of Acquisitions
Alexander Forrest Investments, LLC

No biography specified

Noah Hochman

Sr. Managing Director
TruAmerica Multifamily, LLC

No biography specified

Adam Hooper

CEO & Founder
RealCrowd

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (view full description)

Benjamin Inman

Managing Member
Equis Residential

Originally from Nashville, TN, I have over 15 years of experience working in many facets of the Real Estate Industry. I am the Managing Member of EQUIS Residential based in Nashville, TN. and Portfolio Manager for CapStack Partners based in New York, NY.  Through EQUIS Residential and CapStack Partners I acquire assets with 200+ units per asset to 3,000 unit portfolios throughout the Southeast. As a Principal in each acquisition, I partner with and assist select Family Office clients with Investment Opportunities, Advisory, Research, Forecasting, Asset and Portfolio Acquisitions and Management for Multi-Family Investment Properties throughout the Southeast United States.  ... (view full description)

Sam Isaacson

Managing Director
JCR Capital

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

Brandon Jurkovich

VP,National Sales Manager
OpenProperty

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

Jon Krebbs

VP
SVN | TJF Investments

  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 working for SVN Jon was a top producer at the Henry S. Miller company in Dallas and a Director at Large for the Apartment Association of Greater Dallas’ Echo Committee. At SVN Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With ove ... (view full description)

Merrick Lackner

Co-Founder
Rently Keyless

No biography specified

Samuel Landman

Investor Relations
Universe Holdings

Samuel Landman is Universe Holdings Investor Relations, and is responsible for sourcing and building relationships with institutional and high net worth investors.
Previously Samuel worked as a broker for Marcus and Millichap in New York, and in Europe for boutique investment real estate companies. He is utilizing his skills in real estate and marketing to develop relationships both in the US and internationally for Universe Holdings global platforms.
Mr. Landman was born and raised in Antwerp, Belgium and is a graduate of JCT, Jerusalem, Israel. He speaks six languages fluently.

Robert Lee

Medical office investments
Health Care Property Advisors - SIG Equity

Lee has over 15 years of direct experience in real estate investment, private and institutional capital markets with a focus on structuring and placement of equity capital.  With deep experience in real estate including roles in investment banking, advisory, and institutional capital markets he has a broad range of experience across the real estate investment spectrum.  Lee's career has been focused on working with institutional and private capital investor to execute their specific real estate strategy, including the selection of managers across  real estate product types to execute specific portfolio strategies based on thier portfolio goals.  Prior to Lee’s current focus in th ... (view full description)

Matthew Levy

VP, Investments
The Laramar Group, LLC

No biography specified

Andreis Lewis

EVP, Asset Management
CityR Group

Andreis Lewis a highly sought after turn around specialist. During a career that spans over a quarter century, he has been instrumental in the acquisition and transformation of over 30,000 units. His forte is in the implementation of best practices, procedures, and systems for both startup and established companies looking to take their operations to the next level. His keen ability to drill down on fast moving projects leads to the precise formulation of detailed Action Plans that have transformed Stalled Lease-Ups and Deferred Capital Improvements enabling re-tracking of project stabilization. His customized performance gauges deliver critical data ensuring efficient expense co ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

David is an active real estate investor as well as a proven entrepreneur and executive with over 25 years of real estate and construction experience. He is currently the Managing Partner of both U. S. Residential Opportunity Fund LP and Intrepid Capital Investments. David has been involved in various capacities in the planning, design, development, and construction of over 5 million square feet of commercial and residential projects.   The primary objective of U. S. Residential Opportunity Fund LP, a private real estate investment fund, is to engage in the business of acquiring, renovating, and owning residential rental properties nationwide. The fund has acquired well ov ... (view full description)

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

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

Eddie Lorin

CEO/Founder
Strategic Realty Holdings LLC

Eddie Lorin co-founded Strategic Realty Capital as a culmination of his 25 years’ experience in investment real estate. SRC has a mission to provide value to its shareholders and more important, its residents. Since 2008, SRC has purchased close to 10,000 units in over 40 transactions and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. Prior to forming SRC, Lorin was the exclusive acquisition advisor to a large national apartment company where he led the acquisition of 130 properties; 25,000+ units contained in over $2.2 billion in real estate. Other real estate ex ... (view full description)

Damian Lynch

Director, Acquisitions
Fiola Communities

No biography specified

John Charles Maddux

President & CEO
Sunstone Properties Trust

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

Farhan Mahmood

Director of Acquisitions
Trion Properties

No biography specified

Chris Manning

Managing Director
Peak Capital Partners

Chris Manning is a managing director at Peak Capital Partners, responsible for acquisitions and operations of apartment buildings in select markets across the country. Prior to joining Peak, Mr. Manning was a senior vice president at Amstar, and president of Travaasa Experiential Resorts, Amstar’s destination hospitality subsidiary, where he was responsible for Travaasa’s day-to-day activities and management of all property operations, personnel, and financial performance. Prior to his time at Amstar, Mr. Manning was a residential real estate developer where he entitled, designed, built and sold urban infill projects in downtown Denver. Mr. Manning began his career in strategy consulting, wh ... (view full description)

Steven Mikuzis

Principal
Carlson, Mikuzis & Taylor, Inc



Steven Mikuzis is a principal of Carlson, Mikuzis & Taylor, Inc., an independent property & casualty insurance agency based outside of Chicago, IL.  While Steven’s clients come from an array of industries, he focuses on servicing the insurance and risk management needs of real estate owners/developers and the food and beverage industry.  Steven is also a partner in the law firm Balourdos & Mikuzis, LLP.  Steven’s legal practice focuses on insurance coverage and real estate based litigation. 

Lance Montgomery

VP, Growth
RentMoola Payment Solutions

With over 10 years of leading and building sales teams with a focus on software sales in organizations that include Shaw, DAC Group and his most recent role as Managing Director at Idea Rebel where he led new business development efforts across North America. In his role at RentMoola, Lance is focused on optimizing our lead generation, providing leadership to our sales and marketing teams and nurturing senior enterprise client relationships. He's focused on driving revenue targets with our sales team and developing our strategic SaaS and B2B marketing programs.

Joakim Mortensen

Chief Client Officer
CoreVest Finance

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $3 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)

JJ Mueller

Principal
Homerock, LLC

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

Paul Murad

President
Metroplex Realty

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

Marie Murphy

Founder & Managing Partner
MJD Capital Partners, LLC

Marie Murphy is the Founder and Managing Partner of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in single family and multifamily investments, including short term and long term investment horizons. Marie also serves as a Manager of Sacramento Opportunity Fund, LLC and is the Sole Managing Member of 3.0 Investments, LLC. Marie is a licensed real estate agent in the state of California.  Marie lives in San Francisco, CA.&n ... (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 United St ... (view full description)

Shravan Parsi

Co-CEO
NAPA 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 Co-CEO & Co-Founder of NAPA Ventures LLC, an Austin, TX based company which has acquired 14 apartment complexes and 2 commercial properties in the past 12 months.  NAPA currently owns Multifamily & Commercial Real Estate to the tune of $250MM.  NAPA will continue to aggressively grow with a forecasted pipeline of $150MM in planned acquisitions in 2017.  Shravan is a featured speaker at Texas CEO Magazine’s 2015 Enlightened Speaker series event & was recently featured as a value investor in the ... (view full description)

Edward Pascual

Managing Director
Oak Pass Capital Management

Edward is a Managing Director at Oak Pass Capital Management (OPCM).  Currently, OPCM has $175 MM of commercial real estate assets under management and has realized $150 MM of assets since its inception in 2011.  From 2008 to 2010, Edward worked at Square Mile Capital Management, a $1.5 billion institutional commercial real estate private equity fund.  Prior to Square Mile, Edward worked from 2005 to 2008 at RBS Greenwich Capital, with a focus on the origination of commercial real estate mortgage, and higher leveraged mezzanine and preferred equity investments.  Edward has an MBA from Harvard Business School (2005) and a B.A. with honors in Economics from Harvard University (2000). Between h ... (view full description)

Laurence Pelosi

Principal
Restore Utah

No biography specified

Alexander Philips

CEO
TwinRock Partners, LLC

Mr. Philips is a co-founder of TwinRock and is responsible for the overall strategic direction of the firm’s investment strategy including the development of new investment opportunities, portfolio management and the company’s operations. Prior to forming TwinRock Partners, Mr. Philips was employed with GE Capital as a Director in the North American Equity Investments group. He was an inaugural member of the GE Real Estate Associate Relationship Manager Training Program and the youngest member promoted to Director in the North American Equity Investments group.  Prior to joining GE Mr. Philips was employed at Professional Real Estate Services (PRES) as a Senior Associate in the A ... (view full description)

Elizabeth Porras

Director, Customer Success
Juniper Square

No biography specified

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the boards of Brookfield DTLA Fund Office Trust Investor Inc. (a subsidiary of Brookfield Office Properties Inc. NYSE:BPO) and Bank of Internet (NASDAQ:BOFI). Ed most recently oversaw the national acquisitions effort for Phoenix Realty Group, an institutional real estate investment fund sponsor with activities in California and New York. Previously Ed held the position of Managing Director and west coast head for the J.E. Robert Comp ... (view full description)

Ross Reagan

Principal
Alpha Investing

Ross Reagan has nearly 10 years of private equity and investment experience. He has participated in over $450 million dollars in real estate investment transactions and has worked in sales, management, acquisitions, and dispositions. In 2013, he helped lead a real estate sales team that Wall Street Journal ranked #9 in the country. Prior to Alpha Investing, Ross worked as a principal consultant to top-tier private equity firms, including Blackstone, BlackRock and Caymus, helping source and analyze potential commercial real estate and private equity investments. He is a licensed CA Real Estate Broker, IRONMAN triathlete, Real Estate Entrepreneur and Investor. Ross is the managing securities p ... (view full description)

Brent Rivard

Managing Director, CFO & COO
Pathfinder Partners, LLC

Brent is responsible for Pathfinder financial, administrative, investor relations, human resources and information technology functions.  Most recently, he was the President of a national wealth management firm, where he led the launch of the firms broker dealer and proprietary ’40 Act interval fund. Prior to that, Brent was the Chief Financial Officer and Chief Operating Officer for the Grubb & Ellis commercial real estate brokerage affiliate in San Diego (now Cassidy Turley San Diego). One of Sothern California’s leading privately-held commercial real estate brokerage firms. He was previously Vice President, Finance and Operations at The MGA Group and Vice President, Accounting and Fin ... (view full description)

Keith Rosenthal

President & CEO
Phoenix Realty Group

Keith B. Rosenthal is the Co-Founder and President of Phoenix Realty Group (PRG) overseeing strategic planning and implementation, daily operations and new business development. Mr. Rosenthal is a member of the PRG Investment Committee. Prior to forming PRG in September, 1999, Mr. Rosenthal was the founder, President and CEO of JER Hudson Housing Capital. He expanded the company into a national tax credit syndicator. Previous to joining JER Hudson, Mr. Rosenthal was the Founder, President and Director of Lehman Housing Capital. He managed 20 public and private multi-family housing funds and raised, structured and invested in over $3 billion of housing and commercial development nationwide ... (view full description)

Edward Ryder

Senior Managing Director
Waypoint Residential

Edward Ryder, Senior Managing Director – Mr. Ryder has over 25 years of real estate experience. Prior to joining Waypoint Residential, Mr. Ryder spent 18 years with Pearlmark Real Estate Partners (formerly Transwestern Investment Co.) where he invested over $1.4 billion nationwide, including 12,000 multifamily units and 2.6 million square feet of office space. He previously spent 10 years in commercial and investment banking, including six years providing financing and advisory services to publicly traded REITs while at Merrill Lynch & Co and EVEREN Securities (formerly Kemper Securities). Mr. Ryder received a B.A. in Finance from the University of South Florida and an M.B.A. from The Un ... (view full description)

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings

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

Brian Sconyers

President
HB Sconyers and Company

No biography specified

Steve Taylor

President & Founder
Ness Holdings

Steven founded Ness Holdings in 2008.  He possesses vast experience in the Southern California real estate market and has completed over US$500 million in sales totaling nearly one billion square feet. He has served as Vice President of GVA Daum’s Los Angeles office, one of the region’s premier commercial real estate firms.  During his time there, he has been consistently recognized as one of the firm’s top producers in terms of transaction volume and value. Additionally, he is responsible for completing the largest industrial lease in the history of downtown Los Angeles at an excess of US$50 million dollars.  Currently, Steven manages Ness’ portfolio and is responsible for all major investm ... (view full description)

Charles Taylor

SVP, Capital Markets
The Klotz Companies

Charles Taylor is Senior Vice President and Director of the Klotz Group’s Capital Markets efforts. Mr. Taylor is a seasoned real estate and investment professional with expertise in deal structure, financial analysis, investment banking, real estate finance, acquisition, management, operations, construction, development and disposition of multifamily apartment properties. He holds a B.B.A. in Finance from Kennesaw State University.The Klotz Group of Companies, LLC is a vertically integrated real estate investment platform serving as the parent company for a group of operating subsidiaries, investment partnerships, funds and ventures. The Klotz Group ... (view full description)

Demetri Themelis

Co-Founder
Knock Rentals

Proud Greek-American from Seattle, WA. Graduated without honors from the University of Washington (Go Dawgs). Co-founder of Knock aka the greatest thing to happen to real estate marketing since the internet. 

Mark Tronstein

Managing Director, Real Estate
Andell Inc.

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf o ... (view full description)

David Valger

President
DVO Real Estate

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

Marc Venegas

Principal
ColdWater Partners

Marc founded ColdWater Partners in 2016 as a platform to invest in multifamily properties throughout the Western United States and is responsible for all aspects of identifying and managing the firm’s investments. ColdWater Partners currently owns Lamar Station Apartments and Parkwood Plaza Apartments, both located in Denver, CO.  Prior to forming ColdWater Partners, Marc was the Director of Multifamily Investments for MIG Real Estate, a Newport Beach family office with over $2 billion of assets under management. Marc was responsible for identifying investment opportunities throughout the Western United States and overseeing the asset management for the multifamily portfolio. Ove ... (view full description)

John Ward

Managing Partner
Turnstone Capital Management

John brings a diverse combination of financial, investment, and real estate expertise, as a result of decades of industry experience in which he has been involved in nearly every aspect of the business. From simple remodels to complex asset repositioning, John utilizes this extensive experience to create a unique advantage in finding opportunities and executing strategies. As CEO, John is hands-on throughout the process, taking pride in securing success for his investors. Since forming the original Turnstone in 1997, John has purchased, renovated, managed, and sold thousands of units, totaling over $100,000,000, including more than 700 properties, ranging from single-family homes ... (view full description)

Keith Wasserman

President & Co-Founder
Gelt, Inc.

Partner and Co-Founder of: Gelt, Inc. Gelt Venture Capital, Domuso, & Happy Home Communities
 
Gelt is a private real estate investment company focusing on acquiring properties in the Western United States. 

We co-invest with our partners in every transaction. Our deals are moderately leveraged apartment communities.

Target IRR's are about 18%, Cash on Cash returns range from 5 - 10%. We have acquired over 6,000 apartment units valued at approximately $1 Billion since our firm's inception in 2008. 


“Success is built on delusional optimism, paranoia, and an inability to quit.”
–Keith Wasserman
 

Jonathan Watson

Director
AEW Capital Management, L.P.

Mr. Watson is responsible for investment origination and asset management for the West Coast on behalf of AEW's Partners Funds, which is a series of discretionary funds managed by AEW.  During his decade tenure at AEW, Mr. Watson has been involved in the acquisitions, dispositions, financing and asset management for a wide variety of commercial real estate product types in the major MSA's in the Western US.  Prior to joining AEW, he was with Thomas Properties Group where he was involved in the acqustions, asset management, leasing, and development services for Thomas' multi-million square foot office portfolio.  He graduated Magna Cum Laude from the University of Southern California's Marsha ... (view full description)

Gabe Weinert

SVP
Walker & Dunlop

Gabe Weinert, senior vice president, joined Walker & Dunlop in 2014 through the Johnson Capital acquisition where Mr. Weinert lead the Opportunistic Finance Group, the division of the company which focused on providing structured investment banking services to real estate operators and development projects by raising institutional joint venture equity, structured debt, and co-investment GP equity. Mr. Weinert brings over 15 years' experience to the capital markets team. Throughout his career, Mr. Weinert was responsible for the asset management and origination of over $2B in structured real estate finance transactions. Prior to joining Johnson Capital, Mr. Weinert managed the ... (view full description)

Mark Weinstein

President
MJW Investments

Mark is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects of over 800,000 sq. ft. of mixed-use in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for, and expertise in property repositioning has been a guiding factor in the company’s ... (view full description)

Yunna Weinzerl

Tax Partner
Armanino LLP

Yunna has more than 20 years of public accounting experience, most of it in the real estate industry, including commercial and residential developers, builders, investors and land entitlement companies. She consults with clients on tax-deferred exchanges, entity selection, structuring transactions to defer or minimize taxes, tax credit analysis, debt restructuring, reorganization, exit strategies, transfers of wealth, and mergers and acquisitions. Yunna’s experience also includes serving technology and middle-market companies, personal service corporations, and family wealth planning. She writes extensively for real estate trade and business publications, and is a featured speake ... (view full description)

Adam Whitmire

Director of Acquisitions
The Whitmire Group

No biography specified

Colin Wiel

Co-CEO & Co-Founder
Mynd

No biography specifiedColin Wiel is a serial (and social) entrepreneur, inventor, investor, and philanthropist. Colin is launching a new company, Mynd, whose mission is to revolutionize the residential property management industry by making property management smarter, simpler, and more efficient. His previous startup is Waypoint Homes, which pioneered the single-family rental industry starting in 2009. Under Colin’s leadership, the company raised over $3 billion of equity and debt, bought and rented over 17,000 homes, and took a spinout public (Starwood Waypoint Residential Trust, NYSE: SWAY). Colin also starts companies that engage in forest conse ... (view full description)

Jim Wilson

Managing Director
JMP Securities

No biography specified

Bruce Wuollet

Founder
Bakerson, LLC

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

Jared Zeisler

Partner
Capital Solutions Inc.

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

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

Collection of Personal Data

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

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

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

Types of Personal Data Held and its Use

  1. Customer Services and Administration

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

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

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

  1. Monitoring use of our Sites

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

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

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

  1. Marketing:

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

  1. Trading in Personal Data:

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

  1. Cookies and similar technologies

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

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

We may use cookies to:

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

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

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

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

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

Consents and opt-outs

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

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

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

Disclosures

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

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

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

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

Public forums, message boards and blogs

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

Transfers outside the EEA

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

Confidentiality and Security of Your Personal Data

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

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

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

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

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

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

How to Access, Update and Erase your Personal Information

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

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

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

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

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

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

This Privacy Statement was last updated in April 2012.

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