This is a past event. To see the list of our current events, please click  HERE

Ben Adler

Director
ResProp Management

Ben Adler oversees third-party management growth and development in Dallas, TX and the Carolinas. Ben's client-centric approach to assisting ownership groups with deal sourcing, underwriting, capital planning, and market research provides a strong quantitative and qualitative set of information to streamline and better inform the deal process. Ben began his career at Resprop in 2016 as a member of the Biztech program, gaining field level experience, rising up to lead the BizTech management training program in addition to his responsibilities as a Director of Business Development. Ben holds a B.A. in Economics and Urban Planning from the University of North Carolina at Chapel ... (view full description)

Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

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

Casey Babb

Executive Managing Director
Colliers

Casey Babb, CCIM joined Colliers Tampa office as an Executive Managing Director in January 2021, specializing in multifamily investment sales.  As team leader for Colliers Florida Multifamily, Mr. Babb manages  eight producers and four essential support staff and his focus is on seller representation of large apartment communities located throughout the state.  Since 2018, Mr. Babb has helped his clients close 150 multifamily transactions valued at over $885 Million.   Mr. Babb entered the commercial investment real estate industry in 2002 after graduating from Florida State University where he obtained degrees in both real estate and finance. He obtained his CCIM designation in 2004. Throug ... (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)

Alex R. Ballina

Director of Asset Management
AHS Residential

As Director of Asset Management at AHS Residential, Alex R. Ballina is responsible for all aspects of property management and public affairs.  He is a member of the AHS Executive Management team.  Alex has more than 20 years of experience in the administration of institutional grade multifamily properties, U.S. HUD Housing and community development programs. Throughout his career, he has administered over $1.5 billion in assets and managed programs for over 25,000 multi-family units and 50,000 residents throughout the United States. Prior to joining AHS Residential, Alex straddled the private and public sectors, with executive positions including Director of Asset Management for ... (view full description)

James Barrett

Chief Executive Officer
Tenant Turner

James Barrett is Co-Founder and CEO of Tenant Turner - a Y Combinator backed software company that provides residential tenant lead management and showing scheduling for thousands of clients across North America. As your property management partner, we will help you save time by pre-screening for quality tenant leads, streamlining the leasing process, and creating operating efficiencies so you can quickly fill vacancies, maximize profit, and grow your business. Before co-founding Tenant Turner, James was a Software Product Manager and Senior IT Consultant. He became an accidental landlord in 2009 and later acquired a second rental property in 2013. James holds a Bachelor of Scien ... (view full description)

Larbi Benslimane

Managing Director
Leste Capital Management

Mr. Benslimane is a Managing Director within Leste's real estate debt and structured capital platform. Prior to joining Leste, Mr. Benslimane was a Founding Partner of Lendmarq, a private real estate credit platform focused on SFR and multifamily lending. Earlier in his career, Mr. Benslimane worked for Rialto Capital Management and for KPMG’s Financial Risk Management Advisory Group. He graduated with a BS from Bradley University. 
 

David Berg

Partner
Infinity Collective

David Berg is a Partner overseeing Infinity’s middle-market acquisitions, investment ventures, and investment strategy within the firm’s expanding portfolio in New York City, Washington, D.C., Philadelphia, and Miami. David joined Infinity Real Estate in 2011 as Investment Director of real estate and corporate holdings. Since then, he has led Infinity’s expansion into the Philadelphia and Miami markets and is additionally responsible for maintaining and servicing the firm’s relationships with its lenders and investors within his markets. David has established himself as a driving force behind Infinity’s real estate acquisitions, capital transactions, and the development of the company’ ... (view full description)

Jay Biggins

Owner Operator
Eastside Equities

Owner operator of B & C class multi family assets through out Florida, Georgia, South Carolina, North Carolina and Virginia. Our newest acquisitions include Mobile, Alabama and Gulf Port, Mississippi. Experienced active buyer of the following B and C class multi family property types: LIHTC Senior Housing or Family USDA RD 515 HUD Market rate specializing in: Value add or mis managed Performing Non performing Distressed Historic rehab Condo conversion Condo de-conversion Typical size considered: 50-200 units per location.  

Alan Blank

Director
Meridian Capital

Mr. Blank is a Director at Meridian Capital Group where he is responsible for originating, structuring and underwriting commercial real estate transactions on behalf of large owners, investors, and developers nationwide. Since joining Meridian in 2014, Mr. Blank has successfully closed more than $9 billion of commercial real estate loans. Prior to joining Meridian, Mr. Blank was a Vice President at Walker & Dunlop in their New York City office, which he joined in 2009. While at Walker & Dunlop, he originated nearly $1 billion of multifamily loans through Fannie Mae, Freddie Mac and HUD. Mr. Blank started his career at Credit Suisse where he worked on the origination and distrib ... (view full description)

John Bradford

CEO & Founder
PetScreening

John R. Bradford, III, is an experienced entrepreneur and CEO with a demonstrated history of working in the property management and pet-tech industry as well as in local and state government. He is the founder of two companies: Park Avenue Properties and PetScreening. 

John is a strong business development professional skilled in the rental housing management industry, technology startup space, legislative affairs, and legal compliance and review. He is serving a third term in the NC House of Representatives. In his spare time, he likes to fish, camp, and travel with his family.
 

Ben Brown

Senior Asset Manager
Peak Capital Partners

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

Carlos Burneo

Senior Director
Nuveen

Biography Over 25 years of experience in real estate development, investment and asset management in the US and Latin America. Carlos is the lead for housing investments in ground up development and densification at Nuveen Real Estate.  The firm is one of the largest real estate investment managers in the world with $142 billion(1) of assets under management.  He leads deal sourcing, JV partner identification and execution of apartment, student and age restricted developments in the US. Mr. Burneo is also the head housing transactions and activities in Florida as well as coliving and flexible living strategies for housing at Nuveen.  The f ... (view full description)

Daniel Carr

Principal - Real Estate
Ares Management

Mr. Carr is a Principal in the Ares Real Estate Group, where he focuses on U.S. real estate. Prior to joining Ares in 2013, Mr. Carr was an Analyst at J.P. Morgan Securities LLC, where he focused on real estate and lodging investment banking. Mr. Carr holds a B.S., magna cum laude, from Fordham University in Business Administration and an M.S. from Columbia University in Real Estate Development.

Sofia Castro

Principal
Ortsac Capital Group

Sofia Castro, driven, dynamic and fun-loving entrepreneur who brings a flair of energy and her own unique touch to every business she enters.  She has been an entrepreneur since the of age of 24, Sofia always had a passion for new opportunities and has ventured into different businesses.  In 1993, she and her husband opened a leasing brokerage firm that transitioned to a company named BHG, which they started with $1,800 dollars and sold the company in 2019 for a 1 Billion dollar evaluation.  During the growth of BHG their passion for real estate continued to grow and they began buying and selling single family home, in 2003 they ventured into in to condo conversions and mul ... (view full description)

JC Clemens

MD, Chief Production Officer
Flagship Capital Partners

J.C. Clemens Jr. is a Director of Investments for Flagship Capital Partners. Clemens joined Flagship in early 2017 and specializes in creating customized capital structures for clients acquiring commercial real estate properties of all asset types. At Flagship, Clemens specializes in originating bridge acquisition debt through Flagship’s direct lending facilities. In addition to debt placement, Clemens originates preferred equity, joint-venture equity and general partner co-invest equity for the Flagship Equity Opportunity Fund. In addition to his origination role, Clemens assists in asset and fund management for each of Flagship Capital Partners capital facilities.  ... (view full description)

David Cohen

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

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

Tony Conary

VP Sales
SmartRent

As Vice President of Sales for SmartRent (SMRT), Tony helps open the door to a smarter world for the multifamily industry. Prior to joining SmartRent, Tony built lasting, trusted relationships throughout the industry serving on both sides of multifamily operations.
 

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Kenneth Fantes

Principal
Biscayne Companies

Before arriving in the United States, I worked as a private banker at Banco Bolivar, Venezuela, leading the team to implement customer’s portfolio growth strategies, and worked directly in personalized customer service to small and medium companies to facilitate the day-to-day management of their banking needs and currency exchange. During my time at Fortune International Realty & The Agency RE Miami, I was involved in the acquisition of the land, development, and sales of 26Edgewater, Miami, FL., with 89 units, Eloquence On the Bay, North Bay Village, FL., with 120 units, Harbor Park, in Bay Harbor, FL, with 20 units, and more than 50 million in sales of multifamily properti ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

Doug Faron is the co-founder and Managing Partner of Shoreham Capital, a diversified real estate investment company that focuses on residential and special situation investment opportunities in growth markets across the United States. Prior to founding Shoreham, Doug spent his last 10 years at the CIM Group as a Managing Director where he oversaw their acquisition strategy on the East Coast and in major markets across the US.  Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economic ... (view full description)

Matt Ferrari

Co-CIO
TruAmerica Multifamily

Matt Ferrari is the Senior Managing Director of TruAmerica’s National Acquisitions platform and also heads the firm’s Arlington, Virginia office where he oversees operations and asset management across the Eastern United States.  Since joining the firm in 2016, Ferrari has helped build TruAmerica’s East coast portfolio in the Mid-Atlantic and Southeast property markets, which have represented nearly 50 percent of the firm’s new acquisitions during that time.   Previously, Mr. Ferrari was an Investments Director at AvalonBay Communities Inc., an S&P 500 publicly traded multifamily REIT where he was responsible for acquisitions and dispositions in the Mid-Atlantic and Northeast ... (view full description)

Chris Finlay

CEO & Chairman
Lloyd Jones, LLC

Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region. In 1990, he began to focus on real estate development, and over the next fifteen years developed and constructed approximately 40 communities and 5,000 units, plus 20 post office facilities. At the same time, he expanded his property management company to accommo ... (view full description)

Steve Firestone

CEO
Crown Bay Group LLC

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

Justin Ford

President
Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Elizabeth Francisco

President
ResMan

Elizabeth has spent the past two decades building a successful career as both an operator and technology provider in the multifamily industry. Francisco started as an on-site leasing agent and worked her way up to vice president of operations while simultaneously launching ResMan, a property management technology platform. As a multifamily operator, she accumulated a track record for building high performing teams that consistently exceeded their financial goals, creating value for owners and investors. As a co-founder of ResMan, she had to reinvent herself and her career to navigate the vast differences between property management and running a technology company. For over a decade, she has ... (view full description)

Melanie French

President of Real Estate Management
DLP Capital

Melanie leads Real Estate Management at DLP Capital.  Recognized as a respected Executive Leader in the Multifamily Industry known for driving change and increasing revenue, she has a unique blend of experience that includes executive level leadership roles in Property Management, Sales and Operations, Large Scale Value-add Redevelopment, completion of more than 53,000 Interior Renovations combined with Talent Management, Organizational Development, Due Diligence, Acquisitions & Dispositions of both small and large portfolios. Her responsibilities include both private and public companies of 10,000 to more than 200,000+ apartment homes for leading companies such as Cortlan ... (view full description)

Marshall Friday

Director of Sales
ADT Multifamily

Marshall has been with ADT since 2005. He has held roles in residential sales, sales management, training and leadership development, and multifamily. His knowledge of technology in the single family home and multifamily space go back to the introduction of apps controlling and managing resident experiences. Marshall got his Bachelors in Business Administration from the University of the Incarnate Word in 2007. ADT Multifamily brings smart home technology like locks, thermostats, leak detectors, and security to property managers and owners. Our solutions also extend outside the unit to include access control, CCTV, and commercial fire. We are fully integrated with the top propert ... (view full description)

Neal Herman

Managing Director
Robbins Property Associates

Neal Herman joined Robbins Property Associates in May of 2019 as a Managing Director where he leads investment activities for the firm.  Neal began his career with a multifamily real estate investment and management company where he served in served in asset management and acquisition roles supporting growth from $100 million to $1.3 billion of AUM over a six-year period.  Prior to a business career, Neal served in the Marine Corps as an infantry officer, completing two deployments in support of Operation Iraqi Freedom and an assignment with U.S. Special Operations Command.  Neal is a graduate of the U.S. Naval Academy (B.S) and the Kellogg School of Management at Northwestern University (M. ... (view full description)

Diego Hodara

Founder & CEO
Titanium Realty Group

Diego Hodara is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in the metropolitan area of New York. Titanium Realty Group is currently developing in stages close to 1,000 units in Jersey City representing a total development cost of more than 400 million dollars. The projects are mainly mix-used ground-up buildings ranging from 50 to more than 350 units per building. Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large scale developments including ground-projects not only in NYC but also in Latin America such as Sheraton Ho ... (view full description)

Daniel Jaramillo

CEO
Strategic Properties

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

Danny Kattan

Founder/CEO
Sell2Rent.com

Mr. Kattan has more than 15 years of experience in Real Estate. He has acquired more than 2000 single-family and multifamily units and has extensive knowledge of the different variables that affect the market. He was instrumental in the financing and re-financing PIA’s portfolio and was responsible for structuring more than $250 million in non-recourse debt.  Mr. Kattan founded Sell2Rent to disrupt residential real estate by making a sale-leaseback a mainstream alternative to selling a home. S2R connects homeowners that want to sell their home with investors who want to acquire properties and rent them out. Homeowners will stay as renters and investors acquire rental properties where tenants ... (view full description)

Brad Kirshenbaum

Senior Director of Innovation
CA Ventures

Andy Larson

VP of Multifamily & Partnerships
HappyCo

Andy Larson is the Vice President of Multifamily & Partnerships at HappyCo – a software company that provides a real-time operations and data platform to over 3M multifamily units to improve maintenance efficiency, acquisition workflows and asset conditions. In this role, Andy oversees the account management and implementation teams and brings over 20 years of experience in the commercial real estate industry, including 15 years delivering new and emerging technology solutions to the multifamily sector. Prior to joining HappyCo, Andy was VP of Business Development at OpsTechnology, a spend management platform for the multifamily industry, where he led revenue expansion at a 50% year-over ... (view full description)

Saul Levy

Managing Partner
PIA Residential

Mr. Levy has 20 years of experience in real estate. During his tenure at PIA Group USA he has headed PIA Construction Services responsible for deep remodeling of more than 800 single family and multifamily units. Leveraging his expertise in multifamily assets Mr Levy is now heading the expansion of the company as PIA Residential in to the acquisition of market rate multifamily properties in the Southeast U.S.   Before joining PIA Mr Levy founded Stanton Pender Development Group which specialized in ground up development of high end residential units.  Mr. Levy has extensive experience in residential construction, land acquisition, financing and ... (view full description)

David Lynd

CEO
Lynd Living

Sara Maffey

Head of Corporate Strategy and Business Development
Local Logic

Sara Maffey is the Head of Corporate Strategy and Business Development at Local Logic, where she combines her passions for real estate development and placemaking with data analytics and PropTech. She has deep experience throughout the built environment lifecycle from site selection and economic development, to construction management and commercial asset strategy. This background allows her to provide strategic real estate insights and develop interconnected ecosystems of

Ray Mazzie

CEO
Southern Waters Development

Ray Mazzie is a Principal at Southern Waters Development (“SWD”) and focuses his time on sourcing investment opportunities and assembling the team necessary to develop each project. Prior to co-founding SWD with Dean Myerow, Ray spent his time leading corporate development for a growing start up company, which heavily consisted of structuring collaborative partnerships with research universities, local, state, and federal governments. Prior to moving to South Florida, Ray graduated from Florida State University with a JD / MBA, and a dual degree in economics & political science. Ray is a member of the Florida Bar and is a former Florida Gubernatorial Fellow for Governor Rick Scott. ... (view full description)

Adam Meshekow

Chief Growth Officer
Leap

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

Clint Miller

VP of Operations - Multifamily Management
Franklin Street Real Estate Services

Clint Miller serves as Franklin Street’s Vice President of Operations. In this role, Mr. Miller helps oversee the day-to-day operations and financial performance of the firm’s managed properties with the objective of adding value and ensuring profitability for owners and investors. He also works to maintain and grow the firm’s property management portfolio, comprised of a wide variety of asset types throughout the Southeast.  Mr. Miller joined Franklin Street in 2019 and immediately became instrumental in expanding the firm’s property management capabilities and offerings. Notably, he has helped introduced a full suite of in-house services that assist owners thro ... (view full description)

Ed Modzel

Managing Member
Gimme Shelter

Ed has been a real estate investor since 1981 and is currently a general partner in 14 multifamily assets consisting of 1,278 units, as well as, 702 units as an LP. Ed is a CRE coach and enjoys co-sponsoring multifamily deals with his students and other investors looking to break into or scale-up their business. Ed hosts a popular weekly multifamily Zoom call known as Multifamily Mashup which can be found on Facebook.   While proudly serving in the US Navy for 6 years, Ed met his wife Pilar and they have been happily married for over 42 years. They are proud parents to three beautiful daughters and a handsome grandson. Ed retired as Chief Engineer with a 10-time Emmy Award-winning TV show in ... (view full description)

Omar Morales

Associate Director
Berkadia

Omar Morales is responsible for sourcing, underwriting, marketing, and transacting multifamily and land investment opportunities throughout South Florida. Having closed over $3 billion in transactions, Omar works as an advisor that looks to understand and execute on client-specific investment strategies by identifying investment opportunities. Prior to joining Berkadia, Omar started his career at a value-oriented hedge fund that invested in public securities across the world, many of them REITs trading below net asset value. He then transitioned into a real estate private equity firm that purchased value-add multifamily properties throughout the Southeastern United States. Most recentl ... (view full description)

Nizan Mosery

Chief Executive Officer
Cornerstone Investment Partners

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

Ronald Muzii

Managing Director
Canyon Partners Real Estate LLC

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

Edward O'Brien

Co-Founder and Managing Partner
Blaze Capital Partners

Eddy O’Brien, CFA is a Co-Founder and Managing Partner of Blaze Capital Partners. Mr. O’Brien is responsible for the strategic growth of the Company and sits on the Investment Committee. In this capacity, he helps oversee all key activities including the creation of investment strategies, debt and equity capital market activities, acquisitions, development, and asset management. Prior to co-founding Blaze, Eddy was previously a Managing Director of Investments at Greystar Real Estate Partners, the largest apartment operator in the US, where he served in multiple capacities across the Company’s investment management platform.  Most recently, he led the Company’s investment strateg ... (view full description)

Mitch Paskover

Managing Partner
Trion Properties

Mitch Paskover, co-founder of Trion Properties, has responsibility for the financial activities of the firm, including work on acquisitions, dispositions, asset management and expansion planning. Paskover brings his 18 years of experience in the multifamily industry to bear on this role. Since co-founding Trion in 2006, he has helped direct the acquisitions of 42 properties consisting of over 2,050 units valued at $350 million. He was also instrumental in the raising of Trion’s first fund, Trion Opportunity Fund I. During the course of his career in commercial real estate, Paskover has been involved in over $2 billion in commercial real estate transactions. Prior to co-founding T ... (view full description)

Ben Peterson

-
SmartRain

Enrico Plati

CEO
Savoy Development

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

Robert Ritzenthaler

President
REM Capital

I have an MBA and a CPA but started out as an engineer at Carnegie Mellon University in Pittsburgh, PA.  It wasn't long before I knew my real passion was real estate and operations.  Since then I've spent the past 20+ years honing those skills while helping several businesses and teams succeed from the management and finance role. It hasn’t always been a smooth ride, but as we all know, those experiences provide valuable insight. My primary focus is once again back in the real estate space.  I have the honor of leading an awesome team at our growing real estate investment business where we acquire and manage value-add multifamily properties across the country.  After 20 years of ... (view full description)

Mariana Robina

SVP of Finance & Investments
Eagle Property Capital

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

Mariam Rogers

Director, Multifamily Sales
Brivo

Mariam Rogers is currently the Director of Multifamily Sales for Brivo. She began her career in pharmaceutical sales and service before transitioning into the hospitality space. During her tenure at RxAmerica, Mariam led national support and sales teams, who specialized in the assistance of rebates, qualification and adjudication of all medication and prescription claims between the insurance providers and end users. While managing the properties of Mr. John Huntsman Senior, Mariam oversaw all aspects of the properties, including housekeeping, security, lease-up, sales, ground crews, maintenance, concierge services, and customized programs. Prior to joining Brivo, Mariam served as Director o ... (view full description)

Peter Roisman

CEO
REV™

Over the past 3 decades, Mr. Roisman, an entrepreneur with a proven track record, has started, operated, and in some instances, joined senior management teams at emerging businesses in multiple industries.  The business principles he has developed throughout his career are both fundamental and cutting edge, a unique combination. Mr. Roisman’s latest venture is REV, The Multifamily Leasing Company, (www.revlmc.com), where he is Co-Founding Principal, President & CEO.  Houston-based, REV was formed in 2019 as both a PropTech and a Human Capital business, to create meaningful incremental value for Multifamily owners through unmatched high-performance  long-term leasing.   REV’s ... (view full description)

Kevin Romney

Principal
Camino Verde Group

Kevin Romney is cofounder and managing director of Camino Verde Group and leads the firm’s efforts in the acquisition and disposition of its multifamily assets. Kevin oversees financial planning, analysis and underwriting.  He began his career at Ernst & Young becoming a CPA.  A serial entrepreneur, he has built, and sold numerous businesses throughout his career in the contact center, medical, franchise and clean energy industries.  As part of this work, he led the build out and renovation of several commercial and retail properties.  

Ian Rosa

Vice President
RealtyMogul

Ian Rosa is a Vice President at RealtyMogul, a crowdfunding platform that has seen over $4.0 billion in transactions completed since inception. Mr. Rosa has acquired, financed and asset managed over $1 billion in real estate transactions across all asset classes throughout the United States. Prior to RealtyMogul, he worked at Highline Real Estate Capital, Rialto Capital Management and I.P. Capital Partners. Mr. Rosa earned an M.B.A. from the University of Miami, a J.D. from DePaul University College of Law and a B.S. from Indiana University. Mr. Rosa is a member of the Florida Bar.
 

Patrick Ryan

National Strategic Accounts
DISH Fiber

Patrick Ryan is  responsible for Dish Fiber Multi Family National Accounts. Dish Fiber is a managed Wi-Fi Solution for property owners who want to increase their NOI by monetizing their bulk internet /Streaming TV options to their residents. 
Patrick has been with Dish for 7 years. 

Anthony Scandariato

Co-Founder & Managing Principal
Red Knight Properties

Red Knight Properties is a boutique multi-family and mixed-use real estate investment & property management company with a track record of building portfolios that deliver dependable cash flow and equity upside. By pooling our capital together, along with a select group of other investors, we can offer nimble capital for real estate equity investments. Our value-add approach allows us to deliver strong returns to our investors. We target value-add multi-family and mixed use properties, and create significant equity by increasing cash flow and forcing appreciation through capital improvements. Our residents and tenants are the lifeblood of our assets. We strive to create vibrant com ... (view full description)

Andrew Schnissel

Director of Operations
We Lend

As a Director at We Lend LLC, Andrew focuses on raising capital and nurturing investor relations. His wealth of knowledge spans not only the Commercial Real Estate (CRE) financing industry, but also the world of residential real estate financing. Prior to joining We Lend, Andrew worked as a Managing Director at Leviathan Capital where he structured and financed commercial transactions across the nation. During his time at Leviathan, Andrew grew an extensive network of contacts within the CRE space, and spoke at numerous real estate conferences.  Before Leviathan, he also helped start an asset-based lender in Great Neck, NY, and represented major real estate lenders at a boutique law fi ... (view full description)

Robert Shapiro

-
Meyers Group

Robert L. Shapiro is Founder and president of Master Development, Inc., a real estate company focused on the acquisition, design, development and redevelopment of individual retail projects throughout Southeast Florida Since 1986, Mr. Shapiro has been involved in the acquisition and development of over 7 million square feet of retail space in shopping centers, primarily in South Florida Each of the partnerships in which Mr. Shapiro has been involved, successfully sold their respective developments, primarily to institutional purchasers. Over the past 25 years, he has been involved as a partner in over 30 retail developments and redevelopments. Mr. Shapiro has been a panelist regarding ... (view full description)

Max Sharkansky

Managing Partner
Trion Properties

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

Jesse Shemesh

President
Point Acquistions LLC

Mr.  Shemesh is President 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.  As a sponsor he has collectively developed and sold a portfolio of residential and mixed-use commercial real estate exceeding $100 million in his real estate career.

Dave Sherbal

Principal
C2G Asset Management LLC

Dave Sherbal has over thirty years experience in all real estate product types, with a specialty in multifamily product and has been involved in all phases in the life cycle of an investment. He holds a M.B.A. , State University of New York (SUNY) at Buffalo, NY. B.S. Accounting, Magma Cum Laude, (SUNY) at Buffalo, NY and is affiliated with the American Institute of Certified Public Accountants

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity and mezzanine debt. W5 Group has permanent capital, a flexible mandate and seeks to create endu ... (view full description)

Alissa Sieben

Senior Vice President
2nd Wave Development

As 2nd Wave’s SVP, Alissa oversees the development team and all prospective and current development projects with an eye for deal structuring, project planning, and construction oversight. Her unique background in development and law offers a competitive advantage in representing our investors’ interests. Alissa began her career in land use law, assisting clients with litigation, negotiations, and entitlements. Alissa earned her bachelor’s degree in entrepreneurship and Juris Doctorate degree from Florida State University.
 

Marc Silverman

Managing Director of Business Development, MidAtlantic Multifamilly
Kastle Systems

Marc Silverman is the founding director of Kastle Systems’ multifamily division and has been with Kastle since 2014.  Kastle’s Multifamily business, under Marc’s leadership, has been instrumental to some of the industry’s most influential projects. 
 

Jamie Smith

-
Elevation Capital Group

Ryan Smith

Principal
Elevation Capital Group

Ryan Smith is the co-manager of multiple investment funds, which specialize in investing, both directly and indirectly, in mobile home parks and self-storage assets representing more than 20,000 units located in more than 25 states. Mr. Smith graduated from the University of Tampa with a Bachelor of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience. Mr. Smith currently serves on the board of Young Life College – UCF an ... (view full description)

Jon Spelke

General Manager, Multifamily
PeerStreet

PeerStreet provides competitively priced capital to Multifamily Bridge lenders.  Our wholesale bridge loan program provides quick access to significant capital along with certainty of close. Onboard with PeerStreet and immediately reap the benefits of……  * No fundraising or finders fees - Get to work faster! * Lower cost of funds with purchase rates starting at 6.375% (as compared to investor preferred returns of 8%+) * Recycle your capital quicker increasing your investor yields * Our broad credit box with LTV’s up to 75% and easily applied underwriting standards * Quick and clear communication!!  We provide 24-48 hours deal screen feedback * ... (view full description)

Ed Steffelin

CIO
AXCS Capital

Mr. Steffelin is the President and Co Founder of STAC Capital, a SVP at George Smith Partners, and Co Founder of Balcara Group.  STAC Capital was formed to finance model home sale lease back transactions, George Smith Partners is a national real estate banking platform, and Balcara Group is a single family rental developer. Prior to , Edward was Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd.   He was responsible for institutional debt and equity capital raising.     For two years before joining Walton, Edward also served as Managing Director at ICP Capital in New York City where he specialized in Real Estate Income Trusts (REITs) ... (view full description)

Marc Suarez

Managing Director
Lument

Marc Suarez is a managing director at Lument. Based in Miami, Florida, he originates loans utilizing Freddie Mac, Fannie Mae, HUD/FHA, and proprietary programs for multifamily housing. Since joining predecessor firm Hunt Real Estate Capital and opening the Miami office, Marc and his team have originated more than $600 million in financing. Previous employment includes serving as an executive managing director at SL Capital, where he originated $300 million in CMBS loans. He also ran his own consulting firm working on distressed debt, was a partner at a boutique development company, and was a general manager at Gables Professional Realty where he established ... (view full description)

Jordan Suppan

Managing Director
Leste Capital Management

Mr. Suppan is a Managing Director within Leste's real estate debt and structured capital platform. Prior to joining Leste, Mr. Suppan was a Founding Partner of Lendmarq, a private real estate credit platform focused on SFR and multifamily. Earlier in his career, Mr. Suppan held investment and finance roles at Florida East Coast Industries, Wellington Management and JP Morgan. He graduated with a BS from Babson College. 
 

Jose Tello

Principal
Bayshore Investment Partners

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

Craig Tessiatore

Director of Investments
Robbins Property Associates

Jaret Turkell

Senior Managing Director Investment Sales Miami and Boca Raton
Berkadia

Jaret Turkell  has 15 years of experience in the commercial real estate industry and has completed over $7 billion in sales volume over the course of his career. Turkell is based in Berkadia’s Miami and Boca Raton offices and plays a leading role in the growth throughout the region. Prior to joining Berkadia, Turkell served as Managing Director in HFF’s Miami office, where he specialized in the sale of multifamily assets and land, as well as raising joint venture equity for developments. Prior to that, he practiced real estate and land-use law at a prominent global law firm in Miami. Turkell holds a J.D. from Duke University and a Master of Laws (LL.M.) in Real Property Development fro ... (view full description)

Paul Turovsky

Chief Operating Officer
Four Square Realty Investments

After graduating from Ave Maria School of Law in 2013, Mr. Turovsky gained significant practical experience in all aspects of residential and commercial real estate transactions. He then founded several real estate firms, including a real estate investment conduit and a firm that purchased and sold distressed residential properties. Mr. Turovsky has broad experience in real estate transactions, including real estate brokerage, mortgage underwriting, title services, purchases and sales, assembling investment syndicates and structured real estate finance. Mr. Turovsky earned his undergraduate degree from Baruch College.

Dina Ufberg

Head of Strategy and Partnerships
Qira

Dina has over 12 years of VC and technology in a variety of verticals ranging from real-estate and fintech to media and gaming. Her work consisted of a blend of strategy, operations, global investments and emerging technology. She began her career at Jerusalem Venture Partners in finance and operations. Dina was a founding member of EY's Foundry, a corporate venture group where she led the diligence on the first investment made by the group. She served as the Director of Operations and Finance for T-REX, a cloud-based SaaS technology for the asset-backed financing industry. Dina has spent the last four years in the PropTech space, as a Co-Founder of HelloRented and now serving as the Head of ... (view full description)

John Zalkin

Partner- EVP Client Relations
RKW Residential

Alexandra Zeuli

Director of Finance
Toll Brothers

Alexandra Zeuli joined Toll Brothers in 2016 as a member of the Corporate Finance team, which is responsible for the capital markets and investor relations activities of Toll, a Fortune 500 NYSE-listed company.  Since 2016, the Finance Department has raised over $20 billion from both the public capital markets and through project level financing, including for the company’s Toll Brothers Apartment Living (TBAL) and Campus Living rental platforms.  Alex has been the Finance Department’s point person for securing debt and equity capital for joint ventured rental apartment development projects totaling over $4 billion and 12,000 units with major domestic and international lenders and inst ... (view full description)

Boris Zhuravel

Managing Director
CoreVest Finance

Boris Zhuravel is a Managing Director at CoreVest Finance where he originates and structures construction, bridge and term loans.   Prior to joining CoreVest Boris was as Principal at Aristone Capital where he was responsible for origination, structuring, underwriting, closing, and servicing construction and bridge loans. Boris began his career at Credit Suisse and subsequently worked at CIBC, Deutsche Bank and Ten-X where Boris built the capital markets desk and the firm’s European business.  Boris has a BA in Economics from Haverford College, and an MBA from Columbia Business School.
 
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for Middle-Market Multifamily Forum (Florida)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password