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Larry Acker

CTO
ACT INC D'MAND KONTROLS

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

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)

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)

John Azar

EVP, Member Principle
MACC Venture Partners, LLC

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

Mike Ballard

Partner
Ascent Multifamily Accounting

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

Jonathan Barach

President & Co-Founder
Vista Investment Group, LLC

Jonathan Barach is the President and co-founder of Vista Investment Group, an LA-based owner/operator of multifamily and office properties throughout the West Coast. Mr. Barach oversees all activities of the firm from sourcing to acquisitions and asset management. Prior to co-founding Vista in 2008, Mr. Barach was a Manager at Barclays Capital Real Estate in Los Angeles where he originated debt financing for institutional private equity funds and local operators including CMBS, mezzanine, bridge, and JV equity structures. Previously, he was an Associate at FTI Consulting in their downtown LA office, a publicly-traded turnaround, valuation, and distressed advisory firm. Jonathan is also a Cha ... (view full description)

Geraldine Barry

Principal
Geraldine Barry & Associates

GERALDINE BARRY   CREATIVE PROBLEM SOLVER, RESULTS ORIENTED BUSINESS STRATEGIST. PROGRESS WITH INTEGRITY.   Silicon Valley based real estate investor, educator, and entrepreneur - Geraldine leads Geraldine Barry & Associates as a trusted business advisor with an impressive results record.  ► Boutique consulting firm providing client-focused strategy and business solutions for C-level executives and corporations.  ► Accomplished entrepreneur, investor and educator experienced in real estate acquisitions, dispositions, and portfolio strategy development. ► Creative marketing and communication expert with accomplished PR rec ... (view full description)

Adam Blake

CEO
Zego

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

David Blatt

CEO
CapStack Partners

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

Irwin Boris

COO
Heritage Capital Group

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

Dave Borsos

VP, Capital Markets
NMHC

Dave Borsos is Vice President, Capital Markets and Student Housing, and has primary responsibility for managing and guiding NMHC’s multifamily finance policy as it relates to federal legislative and regulatory issues impacting multifamily housing finance, the Federal Housing Administration and the regulation of financial markets. Dave has over 30 years of experience in real estate capital markets, banking and the sustainable energy markets. Before joining the Council, Dave ran DJB Enterprises whose primary focus was advisory services focused on the financial and energy markets for new business opportunities from inception through execution. He also spent 16 years at Freddie ... (view full description)

Doug Brien

Co-CEO & Co-Founder
Mynd Property Management

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/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 challenging tradi ... (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)

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. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 19 projects and the sale of nine, netting an average of 36% IRR. Jason lives in Phoenix and graduated from Union College, New York with a degree in Econo ... (view full description)

Daniel Carter

Founder & CEO
Windmill Investments, LLC

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

Wah Chen

Founding Partner
InSite Development

No biography specified

Brian Chuck

Managing Principal
Calvera Partners

Brian Chuck is co-founder of Calvera Partners, a real estate investment firm that acquires and repositions apartment communities using inspiration from the boutique hotel industry.  The co-founders of Calvera have a combined 45+ years of real estate and finance experience and have been involved in more than $1.0 billion of real estate investments.  To date, Calvera has realized weighted average net returns of 32.4% (IRR) and 2.27x (equity multiple). Prior to co-founding Calvera, Brian was Associate Vice President, Investments for CIM Group in Los Angeles where he completed over $430 million in stabilized and oportunistic real estate and infrastructure investments, financings, and ... (view full description)

Mitch Clarfield

Senior Managing Director
Berkeley Point Capital

Mitchell Clarfield is a Senior Managing Director for Berkeley Point Capital in the Santa Monica office specializing in multi-tranche and highly structured transactions. Since June of 2006, Mr. Clarfield has originated $9.2 billion in Multifamily loans making him one of the company’s and industry’s top producers. Mr. Clarfield is the primary customer contact for servicing and asset management on the roughly $6.5 billion of outstanding debt that he has originated.   Prior to joining Berkeley Point in 2001, Mr. Clarfield founded Carbon Mesa Advisors in 1994 and served as its President until its sale to the WMF Group, LTD in April 1998. Mr. Clarfield oversaw the growth of Carbon Mesa ... (view full description)

Andrew Cushman

Principal
Vantage Point Acquisition

Andrew Cushman has run real estate investment businesses full time for the past decade. Leaving his corporate engineering job in 2007 just before the Great Recession began, Andrew completed 24 single family transactions (purchase, rehab, sell), all of which earned significant returns for both his business and investors. Sensing another shift in the market, in 2010 Andrew transitioned to the acquisition and repositioning of multifamily properties and has successfully acquired and repositioned 1,796 multifamily units to date. Several of these properties were in more challenging markets and were heavily distressed at acquisition but today are full ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley is the COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated 160+ affordable & work-force multi-family properties across 20 states, representing apartment homes for over 30,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition and development of various commercial real estate projects ranging from m ... (view full description)

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the ... (view full description)

Jim Farris

Co-Founder & President
Mosser Capital Management LLC

Jim has more than 15 years of experience in real estate investment and brokerage with expertise in debt and equity finance, acquisitions, dispositions, and property operations. He has negotiated approximately $1 billion of debt and equity financings and has led the acquisition of and raising capital for more than $750 million in multifamily assets since co-founding Mosser Capital in 2012. He has helped lead all facets of Mosser Capital operations including strategic planning, new capital partner relationships, acquisitions, recapitalizations, dispositions, geographic expansion, and asset management. He is an IREI Springboard Leader Alumni and an iREOC Board of Governors member as well as a U ... (view full description)

Kathy Fettke

Co-CEO
Real Wealth Network

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

Tom Few

VP, Business Development
Vivint

Thomas Few is the Vice President of Business Development where he oversees all channel partners, strategic partners, national account sales, smart apartments, property management and other operational initiatives. He recently joined Vivint after nearly five years of running and growing Meridian Business Solutions, Inc., a company Thomas founded in 2007 and assumed responsibility for all the operations and strategy of the organization. 

Prior to starting Meridian Business Solutions, Inc., Thomas was Executive Vice President of Criticom International and was based out of Irvine, CA.
 
 

Jerry Fink

Managing Partner
The Bascom Group, LLC

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

Amy Finn Bernier

Customer Account Manager, Multifamily
Fannie Mae

No biography specified

Steve Firestone

Managing Partner
Crown Bay Group LLC

Steve leads the company's investment and asset management team. Crown Bay Group’s main focus is on multifamily and select office properties. He is responsible for overseeing all aspects of the company's property acquisitions and dispositions process from deal origination/sourcing through underwriting and analysis, contract negotiations, due diligence, project financing, asset management and disposition.   Steve is a veteran of the Real Estate industry. He became involved in real estate in 1995 and has since been directly involved in many aspects of the industry. He started out buying and rehabbing, and managing his own residential portfolio in London. Soon after, he moved into pr ... (view full description)

Peter Fischer

Partner
Sklar Kirsh, LLP

Peter Fischer is a partner with Sklar, Kirsh, LLP, 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, office and raw land, ... (view full description)

Todd Franks

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 19 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 $1,400,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, Arkansas and Oklahoma. When Todd left The Cantrell Company 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 recogn ... (view full description)

Liz Fujino

Director of Finance
Sunstone Properties Trust

Elizabeth  Fujino serves as the Chief Operating Officer of Sunstone. She previously served as an Associate with Suburban Land Reserve, a land investment and development company. Ms. Fujino has experience in various types of real estate assets including master planned communities, condominium conversions, industrial parks and multifamily.   During her 10 years of real estate experience, she has worked on projects in various development stages ranging from entitlement, acquisition, management and disposition.   Ms. Fujino received a B.A. in marketing and advertising from Brigham Young University and an MBA from Brigham Young University’s Marriott School of Management. S ... (view full description)

Greg Galusha

Head of Commercial Real Estate
PeerStreet

Mr. Galusha brings more than 25 years of real estate investment management experience for both institutional and private capital to PeerStreet. As Head of Commercial Real Estate, he oversees the expansion of PeerStreet’s marketplace into loans secured by multifamily and commercial property.  His previous employment at Morgan Stanley Real Estate Fund, PCCP, Trammell Crow, Kearny Real Estate and Amstar is a unique combination of experience as both a capital allocator and operator. He has originated joint venture equity and balance sheet bridge debt for most asset classes in markets across the United States. He is a graduate of the University of Pennsylvania ... (view full description)

Mark M. Garay

President
Paladin Funding, Inc.

Mark M. Garay, a seasoned and accomplished business executive with a wide range of experience in asset-based finance, real estate investment, and law.  Mr. Garay is a member of the California Bar Association since 1974, and has been a licensed real estate broker since 1979. He is currently the Managing Member of Paladin Pacific, an equity and structured debt investor in commercial and multifamily property, and Paladin Funding Inc., a direct specialty lender offering hard money real estate secured loans, bridge loans, and Sponsor co-investment equity. He is also the Managing Member of Garay Interests, LLC., a diversified investment firm investing in real estate opportunities with ... (view full description)

Glenn Gonzales

Principal & Co-Founder
NAPA Ventures LLC

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

Brian Good

CEO
iBorrow

CEO Brian Good overseas the operations and investments of iBorrow, and serves on its Loan Committee. Brian has been in real estate for over 20 years, first as a corporate real estate transactional attorney and then as an President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for Bisnow and IMN. Currently, he sits on the Board of Advisors for the Ziman Center for Real Estate as part of the Anderson School of Business, the SCGA Golf Foundation, and has served on the Boards of Brentwood School, the Federation of Greater Los Angeles, and the Guard ... (view full description)

Joseph Gozlan

Founder
EBG Acquisitions

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

Bill Guting

President
DreamVest Capital Management

Bill Guting is the Co-Founder and President of DreamVest Capital Management, Inc., and is  primarily focused on the firms overall strategy, working with key operating partners, investment management, and overseeing investor relations.   He is an author, entrepreneur, a licensed Real Estate Broker, and a veteran investor with over 25 years of successful real estate investing experience and personal involvement in over 600 transactions. DreamVest Capital Management, Inc. is a privately-held investment and capital management company based in California, working with debt and equity partners seeking to invest in commercial multifamily investments.  Currently seeking joint ... (view full description)

David Hagele

Mayor, City of Healdsburg
President, DLH Realty Capital

David Hagele is the founder & CEO of DLH Realty Capital and Mayor of the City of Healdsburg in Sonoma County, California. Mr. Hagele spent his youth overseas living in Japan before returning to the United States for his high school years in Lincoln, Nebraska.  Following his graduation from Pacific Union College in Angwin, California, Mr. Hagele served as Vice President of a private real estate investment firm active in western U.S. markets, and President of the firms in-house financing, management and leasing company.  In these positions, Mr. Hagele played a key role in the development, growth, leasing and management of over 3 million square feet of assets located throughout ... (view full description)

Alex Haimson

Strategic Account Director
Juniper Square

Alexander Haimson is a Strategic Account Director at Juniper Square. Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for the real estate industry, Juniper Square helps more than 150 investment sponsors manage more than 50,000 investors and $200B in real estate assets. Prior to Juniper Square, Alex spent 4 years working with the former CIO of PayPal and SpaceX on cutting-edge cybersecurity initiatives. Alex began his career at Marcus & Millichap and has spent the last decade of his career at the intersection of real estate, technology and information s ... (view full description)

Aaron Halfacre

President
RealtyMogul.com

Aaron Halfacre is the President of RealtyMogul, where he crafts strategy, drives execution, selects investments and leads business growth. He has over 20 years of investment experience across real estate and alternatives, debt and equity, retail and institutional, and both public and private markets. With previous executive level experience at BlackRock, the world’s largest investment manager and executive roles at two publicly traded Real Estate Investment Trusts or “REITs,” Aaron is a key member of RealtyMogul’s executive team.

 

John Hansen

CIO
Sunstone Properties Trust

John B. Hansen is a Co-Founder of Sunstone Properties Trust, LLC, and serves as the Chief Investment Officer. At Sunstone he has direct experience in the acquisition, development, rehabilitation and operation of multifamily residential projects.  He is also directly involved in the arranging of the debt and equity for each of Sunstone’s projects. Prior to Sunstone, Mr. Hansen was a founder and a Managing Partner of Glenwood Financial Group Inc., (“Glenwood”). He also served as President and CEO of Glenwood Properties, Inc. Glenwood was incorporated in 1987 and developed and acquired 61 real estate projects from 1987 to May of 2012. As the President of Glenwood Properti ... (view full description)

Kyle Henrickson

Principal
Orion Real Estate Partners LLC

No biography specified

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)

Stephen Lanni

VP
SARES-REGIS Group

No biography specified

Bill Lanting

VP, Commercial Debt Originations
RealtyShares

Bill has more than 30 years of experience in the real estate syndication and hospitality industries, where he has been responsible for bridge loan originations and underwriting, and has helped raise large, multi-million dollar investment funds from institutional investors. His previous employments include Lehman Brothers, Radisson Hotels, Wyndham Hotels, Thorofare Capital and Partners Capital. Bill has a BA in business administration from the University of Southern California.
 

Jared Lazarus

Managing Director
Oaktree Capital MGMT LLC

Jared Lazarus is a Managing Director for Oaktree Capital Management’s Real Estate Group.  Since 2011, he has been responsible for sourcing, evaluating, executing and managing opportunistic and core-plus opportunities across all property types, primarily on the west coast.  Prior to Oaktree, Mr. Lazarus worked as an Assistant Vice President for Canyon Partners focusing on the Canyon-Johnson Urban Funds, where he underwrote, structured and closed joint venture investments totaling in excess of $1 billion in assets across all property sectors.  Prior to Canyon, Mr. Lazarus worked as an analyst for Credit Suisse’s real estate private equity group, DLJ Real Estate Capital Partners.  Mr. Lazarus r ... (view full description)

Matthew Levy

VP, Investments
The Laramar Group, LLC

Mr. Levy is the Vice President of Investments for The Laramar Group and is responsible for acquisitions and asset management throughout the western United States with a primary focus on California markets.  Mr. Levy joined Laramar after 6 years as Vice President of Acquisitions & Development at Frost/Chaddock Developers, LLC, a Los Angeles based multi-family investment, development and management company where he was responsible for all aspects of acquisitions, feasibility, design development, entitlements and structured financing.  Prior to joining Frost/Chaddock, Mr. Levy was the Acquisitions & Project Manager for Beverly Hills based Casden Properties, LLC.  At Casden, Mr. Levy was ... (view full description)

Andreis Lewis

CEO
Radius Properties

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 over 1,000 ... (view full description)

Mark Limpert

Principal
Orion Real Estate Partners LLC

Mark is a founding Principal of Orion Real Estate Partners and oversees asset management and investor reporting. Previously, Mark was a Vice President at Bellwether Asset Management, the exclusive real estate asset management firm for Oaktree Capital Management. At Bellwether, Mark’s primary responsibility was to provide portfolio and asset-level surveillance and analytics for Oaktree’s $13 billion portfolio and served as the lead asset manager on a $1.2 billion value-add multifamily portfolio comprised of 10,000 units. Before joining Bellwether in 2015, Mark worked at JRK Residential for six years where he was a Vice President of Asset Management overseeing revenue m ... (view full description)

Michelle Lin

Officer
LT Management Group

No biography specified

George Lintz

President
Bellaire Partners LLC

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

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

Co-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)

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

Aaron Marzwell

Founder & CEO
APPA Real Estate

APPA Real Estate is a middle-market real estate investor and developer based in Santa Monica. With a focus on the Greater Los Angeles and San Francisco Bay Areas, APPA specializes in value-add and ground-up multi-family, mixed-use, and distressed assets between $5 million and $100 million in total project cost. Aaron Marzwell is the Founder and CEO of APPA Real Estate and is the Head of Investment and Development, responsible for all investment and development activities. Mr. Marzwell brings over 18 years of experience in the development and management of numerous commercial, institutional, and residential projects ranging from tenant improvements to large scale ground up constru ... (view full description)

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Jim McArthur

SVP
JLL Capital Markets

With over 15 years of commercial real estate experience as a financial intermediary and lender, James’ focus will be on providing financing solutions to multifamily real estate developers and owners using JLL’s Fannie Mae, Freddie Mac and HUD/FHA capabilities. Prior to joining JLL, James was a Production and Sales Manager for Freddie Mac Multifamily’s Western Region, where he was responsible for loan origination and customer relations in the Western U.S. for several of Freddie Mac’s Program Plus Seller/Servicers. He was with Freddie Mac since 2010 and previously held roles within their Multifamily Underwriting and Credit departments. Prior to Freddie Mac, Jim spent 5 years in the ... (view full description)

Brendan McBreen

Director Underwriting & Credit, Western Region
Freddie Mac

Brendan McBreen is a Director of Underwriting & Credit for the Western Region of Freddie Mac’s Multifamily Division.  As such, he co-manages the team responsible for underwriting all conventional business west of the Rockies.  His responsibilities include preliminary approval of deal structures, management of the entire underwriting process, brief reviews, and endorsement and/or final approval of regional transactions.  He has been in this role since 2017, prior to which he worked in the Production group for almost five years.  Throughout his tenure, he has been involved in the sourcing, structuring, pricing, review and approval of $10B of Freddie Mac business. Prior to joining Fre ... (view full description)

Maureen Miles

Founder/Managing Partner
4M Capital

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

Sean Miller

President
PointCentral

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

Michael Miller

CMO
5 Arch

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

Darcy Miramontes

EVP
JLL Capital Markets

No biography specified

Joakim Mortensen

CCO
CoreVest Finance

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

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)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

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

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

Principal and CEO
MJD Capital Partners

Marie Murphy is the Principal and CEO 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 San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 50 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is ... (view full description)

Brian Murphy

Managing Director, Multifamily Lending
CIVIC Financial Services

Brian Murphy, Managing Director, Multifamily Lending at Civic Financial Services, is a senior executive and a producing manager with more than 17 years of hands-on experience in lending.  At Civic, Brian provides counsel to clients on value-add multifamily investing, complex ownership and title issues, syndication, project management, and the acquisition and disposition of multifamily assets. Brian also directs strategy, business development and manages relationships with external and affiliated organizations in addition to providing training and one on one guidance and mentorship to the team of loan officers.  Prior to joining Civic, Brian held senior leadership positions with W ... (view full description)

Muhammad A. Nadhiri

Managing Partner
Axis Development Group

Muhammad A. Nadhiri is the Co-Founding Managing Partner of Axis Development Group.  Muhammad has experience developing residential/retail/commercial mixed-use market-rate projects in the San Francisco Bay Area.  Axis Development Group is a privately-owned San Francisco-based real estate development firm that specializes in the creation and execution of highly-serviced, uniquely-stylized urban-infill and world-class mixed-use projects.  Axis’ Principals bring over 25 years of acquisition, structuring, entitlement, construction, marketing, and sale/lease-up experience to the projects the firm pursues.  Axis’ core strategy is to take the experience of its Principals and leverage that knowledge ... (view full description)

Matt Neisser

COO
LendingOne

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

Theo Oliphant

Managing Partner
Axis Development Group

No biography specified

Paul Panza

President & CEO
Nicholas Residential

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

Shravan Parsi

CEO & Principal
American Ventures LLC

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

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)

Mark Pearson

General Counsel
Nitya Capital

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

Melanie Pennell-Mayer

Principal
Associated Ventures, LLC

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

Doug Perry

VP Sales
5 Arch

No biography specified

Edward Ratinoff

Director
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 board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Adam Riddle

Co-Founder & Principal
Nexus Commercial Realty

A Real Estate deal may only take a few months, but I am passionate about building lasting relationships geared toward long-term wealth-building. I provide clients with the tools they need for successful Real Estate investment and have increased client net worth and cash flow over 200% with strategic investments and 1031 exchanges. In the face of everyday challenges, I pride myself on being dedicated, hard-working, decisive and overly communicative with all parties. I am a skilled negotiator and have been a part of closing over 500 transactions worth in excess of $550 million in the Multi-Family sector. I have also dealt in HUD, NNN, seller carry as well as many low and no mon ... (view full description)

Chris Rossman

VP, Development
The Wolff Company

Chris is the Vice President of Development at The Wolff Company. He is responsible for execution of the firm’s investment strategy in the Northwest Region of the United States. Responsibilities include site selection, acquisition, entitlements, design and development of multifamily and senior housing assets in excess of $500 Million of annual investment. With more than 14 years experience in the multi-family industry, Chris has been involved in the development of more than $1.5 Billion of multi-family and senior housing assets. He received his Bachelor’s degree and MBA from the University of Washington, where he also completed the Commercial Real Estate Certificate Program. He ... (view full description)

Alex Saunders

Managing Director
Phoenix Realty Group

R. Alex Saunders is a Managing Director at Phoenix Realty Group, a New York based real estate owner, operator, and fund manager.  Mr. Saunders leads the origination, acquisitions, joint venture structuring, debt financing, and business plan execution for sububan and urban residential and commerical investments in the Western Region of the United States.  

Mr. Saunders also serves as an adjunct professor at the Univeristy of Southern California where he teaches graduate-level Advanced Finance and Market Analysis for real estate investment.  Mr. Saunders is a graduate of the University of California, Irvine and holds a Master’s degree in Real Estate Development from USC.

Spencer Schlee

VP
Canyon Partners Real Estate LLC

Spencer Schlee, Vice President, is responsible for originating, underwriting, structuring and executing all equity and debt investments in the Southwest region for Canyon’s opportunistic and value-add real estate platforms.  Mr. Schlee joined Canyon’s acquisitions team in 2012 and has since worked on transactions investing over $690 million of committed capital and totaling over $1.7 billion in total capitalization across various sectors including multifamily, retail, hospitality, office and mixed-use.  Prior to joining Canyon, Mr. Schlee was an analyst at BlackRock in New York and is a graduate of the University of California, Los Angeles (B.A. Business Economics).& ... (view full description)

Steve Severaid

Principal
The Greenspan Co./Adjusters International

Steve Severaid, SPPA is a Principal of The Greenspan Co./Adjusters International, the largest public insurance adjusting company in the western states. Since 1989, Steve has worked on behalf of insurance policyholders to help them achieve successful claim outcomes. From water damage and wildfires to tidal waves and earthquakes, Steve has seen the aftermath of nearly every type of property damage and has seen nearly every type of property & casualty insurance coverage put to the test. www.Greenspan-AI.com

Jesse Shemesh

Portfolio Manager
Point Acquistions LLC

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

Samuel Shin

Principal
WS Vested

No biography specified

Nathan Tabor

Real Estate Investor/Consultant
NathanTabor.com

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

Lydia Tan

SVP & Head of Development
Bentall Kennedy

No biography specified

Divya Tandon

Owner
SJI Properties

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

Kristen Thomasino

VP, Real Estate Solutions
AvidXchange

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

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)

William Valentine

Founder & President
Vale Capital, Inc.

Bill has more than 30 years of commercial, residential and multifamily property brokerage, lending and development experience. He began his real estate career selling commercial properties in Silicon Valley.  After graduate school, Bill worked for a series of multifamily mortgage banks, including EF&A, ARCS Commercial Mortgage, GMAC Commercial Holdings, Capmark (KKR/Goldman Sachs) and Citi Community Capital, originating in excess of $3 billion of commercial and multifamily loans, primarily through the credit enhancement of housing bonds, without a single default. Bill began financing real estate borrowers with short term capital needs in 1996, both for his own account and in comb ... (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 Unite ... (view full description)

Marc Venegas

Principal
Orion Real Estate Partners LLC

Marc formed Orion Real Estate Partners with Kyle Henrickson and Mark Limpert in August 2017 to invest in multifamily properties throughout the Western United States and is responsible for all aspects of identifying and managing the firm’s investments. Prior to forming Orion, Marc founded ColdWater Partners to acquire multifamily investments in select markets and continues to manage the ColdWater portfolio today. Prior to forming ColdWater Partners in 2016, 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 W ... (view full description)

Joseph Viery

Partner
US Tax Advisors Group, Inc. (USTAGI)

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

John Ward

CEO
Turnstone Capital Management

John Ward is responsible for overall operations at Turnstone Capital, including investment decisions and business strategy.  Throughout his career, John has worked in numerous areas of real estate including mortgage lending, both primary and secondary marketing of Fannie Mae mortgage-backed securities, real estate development (including new construction and renovation), and multi-unit apartment acquisition and renovation. His specialities include acquisition, due-diligence, financial evaluation, and management oversight. John has personally sponsored the purchase and renovation or new construction of over 600 projects, ranging from single-family residential to 460-unit apartment complexes. J ... (view full description)

George Webb

Founder & CEO
The Stratford Company

Mr. Webb graduated from Stanford University in 1990 with Bachelor degrees in Electrical Engineering and History. He worked in the technology industry in Seattle for Accenture and Microsoft between 1990 and 2005, while simultaneously founding The Stratford Company as a vehicle to expand his personal real estate holdings. While at Microsoft Mr. Webb held Director-level leadership roles in a variety of product development and business teams.During this fifteen year period, Mr. Webb acquired, actively managed and improved, and eventually sold single family homes and multi family properties, learning the real estate business “from the ground up”. He actively m ... (view full description)

Gabe Weinert

SVP, Capital Markets
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 man ... (view full description)

Mark Weinstein

Founder & President
MJW Investments

MARK WEINSTEIN is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native, Mark 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 with over 800,000 square feet of mixed-use space, 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 ... (view full description)

Adam Whitmire

VP, Acquisitions
The Whitmire Group, LLC

Adam Whitmire is a third generation investor/developer with over 15 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 ... (view full description)

Larry Wilemon

VP
Hunt Real Estate Capital

Larry Wilemon is a Vice President at Hunt Mortgage Group. His focus is on the origination of multifamily financing for market rate and seniors housing, as well as student housing and manufactured housing communities. His activity at Hunt includes Fannie Mae and Freddie Mac lending, as well as bridge-to-agency execution. Mr. Wilemon’s commercial real estate background more broadly encompasses lending, mortgage banking, and principal investments. Prior to Hunt Mortgage Group, Mr. Wilemon was a managing director at Guggenheim Commercial Real Estate Finance, with a focus on agency and securitized lending. Mr. Wilemon previously held senior commercial mor ... (view full description)

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)

Eric Wood

President & Founder
Dwelo

When he founded Dwelo, Eric was in the Bay Area doing IPO consulting at the Connor Group where he worked the WhatsApp acquisition and Box and Zendesk IPOs. He was also managing apartments with his wife, which is where the insight for Dwelo was born. Eric oversees Dwelo’s partnerships and strategic relationships. He has a degree in accounting from the University of Utah.

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)
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Event Contacts for 2nd Annual Middle-Market Multifamily Forum (West)

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If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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