Adam Altman

Managing Member
KABR Real Estate Investment Partners

Mr. Altman is an entrepreneur and real estate investor. As a Co- founder and Managing Member of The KABR Group, Adam is instrumental in fund-raising, structuring JV partnerships, sourcing and acquiring real property and debt. To date, Adam has participated in commercial property transactions of over six million square feet, as well as thousands of residential units, hotels and new development land with over 8000 units of entitlements. Adam sits on the Board of directors for NYPEN Real Estate and Long Meadow Art Residency. Adam has guest lectured at the graduate schools of NYU and Columbia University.

Alexander Anderson

Senior Director
Time Equities, Inc.

Mr. Anderson oversees the sales distribution of Time Equities Securities’ investment funds and 1031 exchange products. Mr. Anderson also has extensive experience in sourcing and analyzing new acquisitions. Mr. Anderson holds a bachelor’s degree in Economics from the University of Vermont and is a licensed real estate broker in the State of New York.
 

Peter Auerbach

Founder and CEO
Auerbach Funds

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $1 billion of real estate assets comprising over 9.4 million square feet. Prior to founding Auerbach Funds, Peter was the Chief Investment Officer of ALTO Real Estate Funds. During his tenure, ALTO Fund II purchased 36 assets with a value of over $540 million. Prior, Peter worked in real estate acquisitions for Wexford Capital, a private equity and hedge fund. Earlier, Peter was the Head of Acquisitions for Property Resources Corporation, a New York multi-family owner-operator, and was Head of Financial Analysis for Grubb & Ellis in New York. Peter started his career in the investment banking an ... (view full description)

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

John is the Founder and Managing Partner of Peak 15 Capital. A capital advisory firm servicing commercial real estate operators and sponsors in identifying, sourcing & securing their capital stack. John is also a Managing Member of MACC Venture Partners, a 6000-units Southeast focus owner/operator of multifamily assets.  He directs acquisitions, strategic development, capital management and growth.  He also oversees alternative financing and investor/portfolio development and fund management.  Previously he was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston ... (view full description)

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)

Michael Barna

VP Financial Management
DeBartolo Development

As Vice President of Financial Management,  Michael Barna is responsible for underwriting, capitalization, and execution of multifamily and hospitality  development projects. In addition, Michael is responsible for coordinating potential forward/pre-sales transactions.  Michael has more than 13 years’ experience in real estate development and finance. Michael graduated summa cum laude with a Bachelor of Arts in Business Administration from Flagler College with  a concentration in Finance.
 

Rob Beardsley

Principal
Lone Star Capital

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.

Ben Beggs

Managing Director
redIQ

Ben brings 15 years of sales experience in technology and real estate to redIQ.  Before joining redIQ, he spent 10 years growing the sales organizations of technology companies. Most recently, as Senior Strategist for Intersection, part of Alphabet's Sidewalk Labs portfolio, he helped drive business development for the digital transformation strategy of retailers and retail real estate developer/operators. Prior to Intersection, he led sales efforts for disruptive mobile technology companies such as Nomi (acquired by Axper) and Usablenet. Before becoming a full-time technologist, Ben spent 5 years as a licensed commercial real estate broker in New York City. Ben holds a Bachelor's in Economi ... (view full description)

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)

Sasha Bernier

Managing Partner
Hestia Holdings

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

David Bruhowzki

Director / Client Advisor
Alex Brown

David heads up an advisory practice that focuses on corporations, family offices, trust companies, and RIAs with varying degrees of real estate investments and exposures. With a background that includes work in the public and nonprofit sectors, David understands the needs and challenges of clients that operate within the private, corporate, and philanthropic landscapes. David began his financial services career at Lehman Brothers, moved to Morgan Stanley during the financial crisis, and ultimately transitioned to Deutsche Bank’s Alex. Brown Division that was subsequently sold to Raymond James. David received his MBA from the University of Michigan’s Ross School of Business, MA from the Unive ... (view full description)

Jimmy Carrion

SVP Investor Relations
Lloyd Jones LLC

As senior vice president of investor relations for Lloyd Jones, Jimmy Carrion brings years of solid business development experience to raise capital for the firm's acquisitions and developments. In this role, Jimmy is responsible for building and maintaining relationships with institutional equity partners worldwide.Most recently, Jimmy served as vice president of business development for the firm, where he focused on the acquisition of new senior living development projects and third-party management contracts for senior living communities across the care continuum.Prior to joining Lloyd Jones, Jimmy served as regional business development manager at OYO US ... (view full description)

Maggie Cheung

Managing Member
Sage Investing Group

Co-founder and managing partner of Sage Investing Group, Maggie comes from an audit and risk management background and has been investing in real estate since 2011. Prior to transitioning to full-time real estate, Maggie has worked in large financial firms on Wall Street, where she specialized in risk management for the Firms' Investment Banking and Investment Management businesses which include reviewing, assessing, and improving the firm's underwriting and due diligence process. After years of audit service in this industry, Maggie has since transitioned to real estate, and in 2020, she partnered with Lana Choi and Jin Wang to form Sage Investing Group. With a collective real estate portfo ... (view full description)

Lana Choi

Managing Partner
Sage Investing Group

Lana is co-founder and managing partner of Sage Investing Group. Lana comes from an audit and risk management background with over a decade of experience working with large financial firms on Wall Street specializing in risk management of the firm's Investment Banking and Investment Management businesses, including the review and assessment of the firm's underwriting and due diligence process. After years of audit service in this industry, Lana has since transitioned to real estate full time in 2020, partnering with Maggie Cheung and Jin Wang to form Sage Investing Group. With a collective real estate portfolio of over 4,400 units across 9 markets, Sage Investing Group focuses on sourcing, u ... (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)

Victor Cole

Principal
AION Partners

Victor Cole is a Principal of AION. Mr. Cole heads the investment team at AION, focusing on new acquisitions and asset management. He personally oversees several of AION’s large assets in the firm’s portfolio. At AION, Mr. Cole has overseen the purchase of over $3.9 billion of multifamily properties. Prior to joining AION, Mr. Cole was a member of JPMorgan's Commercial Mortgage Backed Securities group. He previously worked for NorthMarq Capital where he was involved in debt and equity placement on behalf of real estate investor and developer clients. Mr. Cole is a graduate of Bucknell University, with a Bachelor of Science in Business Administration. He also holds a Professional Certificate ... (view full description)

Nick Condie

Strategic Account Director
Juniper Square

Nick has spent the last 12 years of his career at the intersection of technology and real estate investing at organizations like Yardi Systems, Juniper Square, and Landmark Realty while also cultivating his own real estate portfolio. 
 

Victoria Cowart, CPM, NAAEI Faculty

Dir. Education & Outreach
PetScreening

Victoria Cowart, CPM, NAAEI Faculty, is a multifamily industry member with extensive experience providing management and oversight for multifamily housing communities (conventional and subsidized), mobile home communities, and HOAs. She is a property management instructor and a proud graduate of the both the Advanced Facilitators Training (NAAEI Faculty) and of the NAA Lyceum Program. Victoria obtained her degree in the Management of human resources and then her industry CPM designation. She was honored to be commissioned a SC “Palmetto Patriot,” and to receive the Charleston Regional Business Journal’s Executive “Influential Women In Business” award, and the NAA AIMS Grassroots Member Advoc ... (view full description)

Rob Deckey

Managing Director
Invesco

Robert Deckey is a Managing Director with Invesco Real Estate (IRE). In this role, he is responsible for executing IRE’s investment strategy in the Northeast. Prior to joining IRE in 2016, Mr. Deckey was chief investment officer of George Comfort & Sons, Inc., where he was responsible for new acquisitions and capital markets. Mr. Deckey also worked for over 10 years in real estate corporate finance at Citigroup and JP Morgan. He advised real estate investment trust clients on equity and debt raising, initial public offerings, mergers and acquisitions, and asset sales. Before that, Mr. Deckey worked at AEW and EF Hutton in acquisitions and portfolio management. He has ov ... (view full description)

Ian Eichner

CHAIRMAN
THE CONTINUUM COMPANY LLC

Josh Eitingon

Managing Partner
DXE Properties

Josh Eitingon is the co-founder of DXE Properties.  DXE Properties is a value-oriented boutique real estate investment firm providing commercial acquisition and asset management services.  Predominantly focused on multifamily, DXE has approximately 100 million dollars’ worth of real estate under management, .   Prior to DXE, Josh founded JAE Property Group.  JAE was born with his first real estate investment, a 20-unit distressed property in Cincinnati, OH.  Josh oversaw all major operations of the company and was instrumental in all phases of acquisition, asset management, and investor relations. Through JAE, Mr. Eitingon and partners established a portfolio of multifamily inves ... (view full description)

Kristin Ellis

National Account Manager
ADT

Kristin Ellis has been in the multifamily security industry for 18 years – Providing state-of-the-art revenue generating programs for owners, managers and developers across the country with ADT/Protection One Multifamily, the largest and oldest provider of security and smart living solutions in the United States.
 

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)

Brian Flax

Executive Vice President of Sales
Executive Vice President of Sales

Brian Flax currently serves as the Executive Vice President of Sales at Meridian Capital Group, where his main focus is overseeing broker performance and driving sales growth. His day-to-day responsibilities include managing the current mortgage brokers in Meridian’s New York office, as well as recruiting, onboarding, training, and managing new brokers within the firm. Brian created and continues to supervise the Meridian University sales training program, which has been highlighted by Bisnow and The Commercial Observer. On a daily basis, Brian works closely with the Meridian research and marketing departments to organize, oversee, and constantly improve a proactive approach to servici ... (view full description)

Alex Glassman

Managing Director
Fundamental Holdings Ltd

Alexander Glassman is a Managing Director at Fundamental. Mr. Glassman primarily focuses on affordable and workforce housing investments across the country. He has invested over $1bn in debt and equity and currently oversees a $3bn portfolio of workforce and affordable housing.  Prior to joining Fundamental in 2012, Mr. Glassman was an Associate in the Corporate Finance Department at Lehman Brothers Holdings Inc. Mr. Glassman was engaged by Alvarez and Marsal’s Restructuring Group to assist in the wind down of Lehman’s post-bankruptcy assets. Mr. Glassman received his B.B.A. from the Stephen M. Ross School of Business at the University of Michigan

Aaron Gorin

CIO
Cedar Grove Capital LLC

  Aaron is Chief Investment Officer and the Founder Partner at Cedar Grove Capital, a real estate investment firm focused on  investing in asymmetric risk-reward opportunities associated with acquiring, enhancing, and managing class B and C multi-family assets located primarily in the Mid-Atlantic and Southeast United States.  Cedar Grove's proven operating strategy of assembling, stabilizing, optimizing, and recapitalizing regional packages leverages economies of scale, operating efficiency, and portfolio cap rate premiums to deliver superior risk-adjusted returns for its Investment Partners.  Cedar Grove and its affiliates currently own 3,000 multi-f ... (view full description)

Sean Grundy

Co-Founder and CEO
Bevi

Sean Grundy is Co-Founder & CEO of Bevi, a beverage technology company that designs smart water coolers for commercial locations. Prior to founding Bevi, Sean worked in environmental conservation at a non-profit organization in the US and China. He holds an MBA from MIT and a BA in Philosophy from Princeton University.

Billy Haddad

Senior Analyst
Partners Path Capital

Billy develops new relationships, performs due diligence on potential ventures, and manages existing holdings for Partners Path. Partners Path focuses on anchor capital, co-GP, and programmatic joint venture relationships with local operators across the country. Partners Path invests throughout the capital stack and in all asset classes. Previously, Billy worked in the Credit Risk and Public Finance divisions of Barclays for over five years. Billy received his BS in Economics from the Wharton School of Business at the University of Pennsylvania.

Elan Hakimian

Principal
Certes Partners

Mr. Hakimian is an accomplished commercial real estate investor and developer that has been actively investing in US market for over 12 years.  Mr. Hakimian has played a role in the acquisition, financing and management of over $1.0 bn of multifamily, hospitality, and development strategies across North America, and has overseen 5 condo developments, 4,000 multifamily units, and 5 hotels in North America. Mr. Hakimian is a co-founder of Certes Partner, an NYC focused investment and development company.  Previously, he spent 7 years at Deutsche Bank in opportunistic real estate funds, a global investment practice which had over $6 bn in AUM. Mr. Hakimian received a B.S ... (view full description)

Shawn Hakimian

Partner
The Hakimian Org & North Point Capital

Shawn Hakimian is a partner at The Hakimian Organization and North Point Capital Group LLC.

The Hakimian Organization, founded in 1970, is a developer, owner, and manager of high-rise and mid-rise developments.  North Point Capital is a private real estate company that is currently focused on cash-flowing and value-add multifamily investments in targeted markets across the United States. 

Mr. Hakimian is an active member of the community and proudly participates in several charitable causes. He graduated from Hofstra University’s School of Business with a Bachelors degree in Marketing and a minor in International Business.

Susan Hewitt

President
Cheshire Group

Ms. Hewitt founded Cheshire Group, a real estate development and investment firm that has given her expertise in all asset classes and throughout the capital stack. Her firm created an innovative approach to restructuring coop debt; invested in and repositioned rental and for sale properties throughout the NY metro region; and completed complex renovations and condominium conversions. Cheshire’s advisory work has included the entitlement and lease negotiation for the New York Islanders’ $1.5 billion Belmont Park Sports and Entertainment project. Trinity Church Wall Street, one of the nation’s oldest and largest philanthropic institutions, has an endowment in excess of $7 billion and op ... (view full description)

Abie Hidary

Chief Executive Officer
Hidrock Properties

Abraham Hidary is CEO of Hidrock Properties, a New York City development firm in business since 1982. Under Abie’s leadership, Hidrock closed over $2.5 billion of real estate transactions in the office, residential, retail and hotel sectors. Notable recent hotel projects in Manhattan include the acquisition, development and sale of the Courtyard Marriott Herald Square, Springhill Suites Fifth Avenue, Courtyard Marriott World Trade Center, and Embassy Suites Midtown New York. Hidrock’s current portfolio consists of properties in Manhattan and Brooklyn including four projects currently at various stages of development. Abie is a member of the board of directors for the Garment District Allianc ... (view full description)

Daren Hornig

Managing Partner
Hornig Capital Partners

Daren is the Managing Partner of HCP and has over 25 years of real estate experience and a diverse background as a real estate broker, internet entrepreneur, and real estate developer. He is responsible for the development of over 1.5 million square feet, including the redevelopment of the old Schlitz Brewery at 95 Evergreen Avenue in Bushwick, the Bruckner Building in Mott Haven, The Box Factory @ 1519 Decatur Street in Ridgewood, a joint venture with St Barnabas Hospital in the Bronx, and Golden Gate Shopping Center in Mayfield Heights, Ohio. Prior to HCP, he was the Senior Vice President and Principal of Metropolitan Realty Associates where he was responsible for acquisitions and developm ... (view full description)

Elliot Horowitz

Managing Member
H Equities

Elliot Horowitz is the founder and Managing Member of H Equities LLC, a commercial real estate debt and equity investment platform with offices in Brooklyn, N.Y. and Allenhurst, N.J. To date, H Equities has made investments across the United States with a focus on the northeast and southeast regions, in a variety of asset classes although primarily in the multi-family and medical office space.                                                                          Elliot’s experience in the real estate industry spans from being a broker, both on the commercial mortgage and investment sales side, to commercial real estate lender, in addition to being an owner/investor. Duri ... (view full description)

Paul Hughson

Executive Managing Director
Island Capital Group

Paul Hughson is an Executive Managing Director of C-III Capital Partners (an affiliate of Island Capital). Mr. Hughson serves as head of Principal Investments for C-III Capital Partners which encompasses C-III’s capital deployment activities for debt and equity investments as well as C-III’s Commercial Mortgage platform. Mr. Hughson serves as the Chief Investment Officer of   C-III Recovery Fund Series I, II, and III, a series of value add private equity vehicles formed to capitalize on the opportunities within the C-III platform.  In addition, Mr. Hughson serves as the President of C-III Commercial Mortgage and the head of real estate lending for Exantas Capital Corp., a public mortgage rei ... (view full description)

Steven Kachanian

Managing Principal
Klosed Properties

Steven Kachanian is a real estate professional with a proven track record in the field. He is the founder and Managing Principal of Klosed Properties, a vertically integrated real estate platform for commercial and residential investments in the New York metro area and in select global markets.  As a tight-knit and nimble family firm, since 2007 Klosed Properties has completed over 95 transactions and invested over $650,000,000 purchasing retail condos, mixed-use and multifamily buildings.  Bluesky Group is the asset management arm of Klosed properties. It focuses in the acquisition and management of multi-family and mixed-use properties in all the five boroughs of Ne ... (view full description)

Michael Kalt

Principal
Partners Path Capital

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

Geoffrey Kimmel

Director
Engineered Tax Services Inc

Geoffrey R. Kimmel Senior Client Development Director Engineered Tax Services Since 2010, Geoff has consulted heavily with ETS clients and CPA partners to identify, qualify, quantify and capture tax benefits.  Prior positions included building and managing Treasury Management consulting teams serving clients ranging from Small Business to Fortune 500 companies.  His teams designed and delivered custom-developed operational, systems and process improvement solutions to maximize client return on assets.  As CFO and Board Member for a regional bank, he managed all bank operations and financial activities.  His financial services career began at major lif ... (view full description)

Tristan Last

Managing Director
Arch Companies

Tristan is an integral member of Arch’s investment team. Her responsibilities include underwriting and structuring potential investments, raising capital (debt and equity), overseeing asset management and investor reporting, portfolio analytics and profitability analysis, negotiating commercial leases and undertaking new strategic initiatives to grow the portfolio. Tristan has a diverse real estate background that includes acquisitions, investment banking, asset brokerage and urban planning. Over the course of her career, she has underwritten $18 billion of assets across the United States. Prior to Arch, Tristan worked for Greystone Development as the Director o ... (view full description)

Phil Lavoie

COO
Gotham Organization

Lesley Lisser

Director-Asset Management
Invesco Real Estate

Lesley Lisser joined Invesco Real Estate as a Director, Senior Asset Manager in June 2012.  As the Northeast Regional Head of Invesco’s national multi-family platform, Lesley oversees approximately 3,000 units from Charlotte to Boston.  Her responsibilities include managing and further developing the Instrata Lifestyle Portfolio, consisting of five properties totaling 900 units located in New York City as well as affiliate properties located throughout the US and UK.  Prior to this appointment in July 2016, she ran an office, industrial, multifamily and retail portfolio in New York, New Jersey and Pennsylvania.  She has over 25 years of real estate asset management experience, includ ... (view full description)

Chris Luo

Managing Director/ Founder
Willton Investment Management

Ms. Luo is the co-founder of Willton Investment and serves as Managing Director with primarily responsibility of implementing the firm’s investment strategy and business development initiatives. In these years Ms. Luo lead the team closed over $1b residential rental deals and the number is continue to grow. She obtained her masters in finance and international business from the University of Sydney Business School and her bachelor’s degree from University of Technology Sydney.

Aaron Luque

Founder and CEO
EnviroSpark Energy Solutions

Aaron Luque is Founder, CEO, and Board Chairman of EnviroSpark Energy Solutions.  Prior to founding EnviroSpark with his wife Stephanie in 2014, Aaron was Co-Founder and President of Remetco Incorporated, a global recycling leader in the healthcare sector.  Aaron currently holds a 50% interest in Remetco, and serves as Chairman of the Board of Directors.  Aaron is also a Board Director and Treasurer of A+ Squash, a non-profit organization focused on serving at-risk youth in Atlanta, GA.  Aaron holds a Bachelor of Science degree from Georgia Tech, and a Master of Business Administration degree from the University of Georgia.
 

Anna Malhari

Chief Operating Officer
Veris Residential, Inc.

Anna Malhari serves as chief operating officer. She directly supports the chief executive officer and is responsible for Veris Residential’s operations. Ms. Malhari leads the firm's ESG efforts and has spearheaded a number of initiatives at the property and corporate levels. Under Ms. Malhari’s leadership, Veris Residential became the first U.S. real estate company to endorse the Climate Group’s EV100 initiative and became a signatory to the UN Global Compact and other initiatives. Prior to joining Veris Residential in 2021, Ms. Malhari was a vice president at Colony Capital, Inc., where she was responsible for NorthStar Realty Europe’s capital markets activity and was closely involved ... (view full description)

David Manheimer

Co-Founder & Partner
Brooklyn Standard Properties

David co-founded Brooklyn Standard Properties (BSP) in 2013. David has over 12 years of financial market experience working for some of the largest European banks. Over those 12 years, he traded, sold and managed trillions of corporate credit and residential mortgage backed securities. Most recently, he managed the EUR 6 trillion CDO portfolio at KBC Bank where he was asked to oversee a team of traders in order to maximize the portfolio's returns. Prior to running the team, David helped grow the KBC CDO business to be one of the largest and most active teams on Wall Street. He is a graduate of Washington University in St. Louis, where he received a BSBA from Olin Business school ... (view full description)

Dean Marchi

CEO & Co-Founder
Grand Street Development

 Dean Marchi is a principal and founder of Grand Street Development(GSD). Marchi completed 774 Grand Street in Williamsburg known as Brooklyn Grand. The ground up project has 71 units above 11,000 SF of retail.   Most significantly, The Brooklyn Grand won Brooklyn Building of The Year for 2018 and produced record setting rents.  GSD completed 860 Lorimer Street, a 52 unit luxury rental building with 150’ of frontag eon McCarren Park in Greenpoint Brooklyn.  At 174 Jackson Street Condominiums in Williamsburg Marchi developed and sold the project in two days at record prices (approximately 50% higher than the market average) in 2011.  Currently, GSD is working towards breaking ... (view full description)

John Mejia

CEO
Providence Investments

John is the founder and CEO of Providence Investments.  Providence is private apartment investment firm focused on value-add and development.  John started the Company in 2011 and rapidly grew the company to several thousand units in a few short years.  He is a former Naval Officer and Airline Pilot.  He is married to a southern bell and is also a proud dad to two beautiful girls.  John attended Syracuse University and received his Science degree in 1995. 

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)

Dan Myers

President
Dojonetworks

Dan is the founder and CEO of DojoNetworks, the most respected and fastest growing provider of ManagedWiFi to apartment communities throughout the United States. Dan has been involved in providing internet service basically since its inception and has been involved in providing internet to the apartment industry since 2002. Dan is a thought leader in the space of Managed WiFi and appears on many panels and is a regular speaker at many conferences.  Dan's company partners with owners, operators and developers of Multi Tenant housing in the following four verticals: Student Housing, Conventional Housing, Affordable Housing and Senior housing.   DojoNetworks focuses on p ... (view full description)

Robert Nelson

President
Nelson Management Group

Robert S. Nelson, a long-time owner and operator of apartment buildings across New York City, serves as the President of New York-based Nelson Management Group, Ltd. He is also one of the founding partners of the real estate investment firm, Global One Investments, LLC. During his 30 year career, Mr. Nelson has owned and managed more than 8,000 units of multifamily housing. He also has widespread experience in the field of real estate development and ground up construction, with his most recent work on the construction of two new mixed-income towers located along Story Ave encompassing 435 units of housing in the Soundview section of the Bronx. In his tenure, Mr. Nelson formed th ... (view full description)

Gary Newman

Managing Director – Investment Management
BrightSpire Capital

Gary is a Managing Director based in New York. Mr. Newman is responsible for the identification and evaluation of new real estate investments in the United States. Previously, Mr. Newman served as Senior Vice President at Bayview Asset Management, and prior thereto, as Managing Director at C-III Capital Partners. Serving as a senior member of each firm’s lending platform, he focused on originating fixed and floating rate senior loans, B-notes, and mezzanine debt for securitization and balance sheet lending. Gary also served as a director at Hypo Real Estate in New York and worked as part of the team that helped launch Barclays Capital’s commercial real estate platform. In additio ... (view full description)

Alexandra Nicoletti

Investor
Camber Creek

Alexandra Nicoletti is an Investor at Camber Creek, a proptech venture capital firm, where she focuses on multifamily technologies and supports the firm’s deal flow, transactions, and portfolio management. Alexandra currently serves on numerous Camber Creek portfolio company boards. Prior to joining Camber Creek, Alexandra worked in real estate private equity; her roles included acquisitions and asset management positions at several real estate investing and operating companies globally, including Brookfield Properties, Norges Bank and Apollo Global Management. 

John Prins

Managing Director
CoreVest

John Prins is a Managing Director at CoreVest Finance, the leading lender to residential real estate investors nationwide. As one of the company’s top producers, Prins has played a large role in the growth of CoreVest (formerly Colony American Finance). He has extensive knowledge in appraisals, valuation, underwriting, capital markets and mortgage origination management for residential and commercial finance. Prior to CoreVest, Prins worked at AmCap Incorporated, Gemstone Hotels, and is a graduate of Cornell University.

Remy Raisner

Founder & CEO
The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group, a real estate investment firm headquartered in New York City. Under his leadership, The Raisner Group has raised capital domestically and internationally since 2009 to pioneer investments in the urban renewal of Brooklyn.  It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments.  To date, it has purchased and repositioned over 30 properties with a vision to contribute to the reshaping of the local urban landscape, hand-in-hand with local stakeholders and communities. Most of the firm’s acquisitions have taken pl ... (view full description)

Michael Ramin

Director of Business Development
Sharestates

Michael Ramin is the head of Business Development at Sharestates.  Since taking over this position in 2014, Michael has creasted alliances with some of the country's largest real estate developers and investors.  To date, Michael's team has closed over $2.7 Billion in loan volume nationwide. Prior to Sharestates, Michael managed over 4,000 commerical and industrial properties for the Metropolitan Transportation Authority of New York.  Michael negotiated the acquisition and disposition of properties requisite to expanding and improving the transportation network for the MTA.  Michael's extensive knowledge and experience in sales and marketing have helped Sharestates become one of ... (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)

Dana Rowan

Managing Partner
The Exeter Companies

Dana Rowan has over 35 years of investment, development and real estate advisory experience. As managing partner of The Exeter Companies based in Boston, Mr. Rowan directs the daily operations of the firm and is involved with raising capital and identifying and underwriting investment opportunities. The firm’s investment activities are currently focused geographically on the Northeast with a preference for urban infill and creative re-use and asset repositioning opportunities. The firm also has extensive experience with public/private joint ventures and creative tax strategies. Prior to that, Mr. Rowan served as the national director of acquisitions for Metropolitan Properties of America and ... (view full description)

Paul Sacco

Chief Development Officer
Mint House

As Mint House’s CDO since May 2021, Paul oversees the company’s global growth and development.  Paul has over 25 years of experience in the hospitality and real estate industry.  Before joining Mint House, Paul led North America Development as SVP for Starwood Hotels & Resorts Worldwide.  Previously, he held additional leadership positions for private owner-operators, including President and Chief Development Officer for TPG Hotels and Resorts and other notable hospitality firms. Mint House is a premium residential hospitality operator in the short-term rental category. With over 24 assets in 14 markets and growing across the U.S., Mint House partners with real estate owners to operate f ... (view full description)

Jacob Sacks

Co-founder
Cayuga Capital Management LLC

Mr. Sacks and co-founder Mr. Wiseman started CCM with their first small multi-family rental building purchase in Brooklyn, NY in 2004. After leveraging that purchase into several more properties, they began full time operations in 2007 and have grown into a firm with over $800 million of real estate in Brooklyn and Queens. From June 2001 to April 2007, Mr. Sacks was a Vice President at U.S. Realty Advisors, LLC, a private real estate investment firm with $3 billion of real estate under management. Mr. Sacks has over five years of experience in real estate financial modeling, credit analysis, transaction execution and asset management. Prior to joining USRA, Mr. Sacks worked as an investme ... (view full description)

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)

David Schwartz

Managing Partner
Fort Amsterdam Capital

Donato Settanni

Managing Partner
DXE Properties

Mr. Settanni’s past experience includes Oxford Properties in New York City. There he was the Senior Project Manager for Oxford’s flagship development project St. Johns Terminal, a $2 billion dollar re-development project in Manhattan’s West Village neighborhood. Prior to the acquisition of St. John’s Mr. Settanni worked on Hudson Yards, the $20+ billion dollar mega project on the far west side of Manhattan. Prior to joining Oxford Properties, Mr. Settanni spent over 3 years with Macklowe Properties as a Project Manager on 432 Park Avenue. In this role, Mr. Settanni was responsible for residential unit and amenity turnover and successfully managed the closi ... (view full description)

Manish Shah

Senior Managing Director
Palladius Capital Management

Jonathan Shechtman

Managing Principal
Axonic Properties

Jonathan joined Axonic Capital in 2012 and founded Axonic Properties in 2016. He serves as the Managing Principal for Axonic Properties and leads all investment selection and asset management for the firm. Mr. Shechtman is responsible for creation and execution of strategic business plans to reposition each investment in Axonic Properties portfolio. He has successfully led eight investment vehicles at Axonic since 2012 with over $900mm property acquired. Prior to joining Axonic he co-founded two distressed real estate funds focused in Florida.

 

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)

James Simmons III

Partner
Asland Capital Partners;

James H. Simmons III Partner, Apollo Real Estate Advisors, LP James H. Simmons III is currently a Partner at Apollo Real Estate Advisors L.P. (“Apollo”), an $8.0 billion real estate development and private equity firm. The firm specializes in real estate development, acquisition and fund management focusing on major metropolitan centers throughout the United States, Europe and Japan. Mr. Simmons has been closely associated with Apollo’s push towards investing in residential and commercial assets located in Domestic Emerging Markets (“DEMs”), which are the revitalizing urban cores of major growth cities in the U.S. including New York, Los Angeles, Chicago and Washington D.C. He is credited wi ... (view full description)

Jeffrey Simpson

Managing Partner
Arch Companies

Jeff oversees all operations, creates the strategic vision and manages all investment decisions. With a focus on multifamily investment, he has actively managed over $2 billion of real estate assets across the United States. His investments have included strategic repositioning, rehabilitation, and ground-up development projects. Given his active investment style, Jeff has led every part of the real estate lifecycle including acquisition, development, financing, marketing, lease-up, operations, and dispositions. Key professional accomplishments include: o Served as CEO of Greystone Development from 2013 - 2017. During his tenure, he grew the portfolio from a one to two development deal ... (view full description)

Andrew Smallwood

VP of Revenue
Second Nature

We believe in building a future where every home is professionally managed. Over 1200 operators partner with us to deliver the #1 resident experience through a resident benefits package. Our platform and managed service means filters get changed on time, rent gets paid on time, residents and their income are insured and protected, utilities and home services get set up in one motion, and more. Second Nature's reputation is built on the "Triple Win" and is the only service provider saving residents, investors, and operators $100 each per home every year. You can visit rbp.secondnature.com for more information or reach out to me at andrew@secondnature.com

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Oliver Swan is managing partner and co-founder of Treesdale Real Estate Partners LLC, an opportunistic real estate investment firm specializing in alternative real estate investment strategies. Prior to co-founding Treesdale Real Estate Partners, Mr. Swan served as the chief investment officer of a New York-based student-housing owner/operator. Mr. Swan is a graduate of New York University's Stern School of Business. 

Todd Thorpe

VP of Sales
DojoNetworks

Todd is a well-respected multifamily & technology veteran with over 30 years of industry experience.
For almost 20 years, he held various executive leadership positions with Charter Communications where he grew multifamily sales in the Midwest and Southeast markets by 30%.
Todd joined DojoNetworks in early 2021 as Vice President of Sales with responsibility for developing and executing sales strategies that drive revenue for the company.
 

Alina Trigub

Managing Partner
SAMO Financial

The founder of SAMO Financial LLC, Alina Trigub loves helping people! This is why she’s always keen to spread the word about the benefits of passive investing in various forms of real estate. Getting to the heart of the goals of potential investors, she will explore all avenues for improving their portfolios, demonstrating the benefits of different funds and sharing tax advantages. In all of this, her overarching goal is to empower people to build wealth for themselves and for their families, an ethos wholly supported by the great Warren Buffett when he suggested that, “Someone is sitting in the shade today because someone planted a tree a long time ago.” With an MBA in Fi ... (view full description)

George Vallone

President
The Hoboken Brownstone Company

As President of The Hoboken Brownstone Company (HBCo) -- a multi-faceted real estate development firm active along New Jersey’s Hudson River “Gold Coast” -- George Vallone, along with his friend and Business Partner for over 37 years - Chief Operating Officer Daniel Gans, has compiled extensive experience in urban housing through a socially conscious approach to development.  Their mission statement is “Quality real estate development means quality community development.”   His firm has been responsible for renovating brownstones, brick row houses and has built mid-rise and hi-rise condominiums in Hoboken and Jersey City. His development companies specialize in large mixed-use Br ... (view full description)

Anoop Varghese

Head of US Multifamily
CPPIB America, Inc.

Jonathan Wogan

President
Wogan Group

Jonathan Wogan holds a MBA in Management from CBU, with a concentration in Organizational Behavior. For the past 15 years Jonathan has been a leader in the asset management industry. In 2014, Jonathan founded and developed The Lennox Companies, a third-party real estate management firm, as a means of bringing his vision of providing a Class-A lifestyle to sub-class communities. Lennox also prides itself on the company culture it has created under Jonathan’s leadership. Finally, Lennox is committed improving asset valuations through creative Ancillary & Amenity Income generators and Uncontrollable Expense efficiencies.   Since its foun ... (view full description)

Teodora Zobel

Chief Investment Officer
MIDWOOD Investment & Development

Teodora is responsible for all aspects of Midwood's investment strategy including sourcing, evaluating, and structuring new acquisitions, as well as long-term capital planning. Prior to joining Midwood, Teodora worked at Cushman and Wakefield in the Global Consulting group where she focused on real estate optimization strategies for a broad range of clients such as the City of Toronto, Verizon and Mount Sinai Hospital. Teodora started her career in the Economic and Valuation Consulting group at KPMG LLP. Teodora received her MBA from NYU's Leonard N. Stern School of Business and a dual bachelor’s degree in Finance and Accounting from Lehigh University's College of Business and Economics. Teo ... (view full description)
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Event Contacts for 5th Annual Middle-Market Multifamily Forum (Northeast)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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.

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  • 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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