Stephen Anderson

VP of Acquisitions
SoLa Impact

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego from 2001-2006 a ... (view full description)

Marcus Arredondo

Principal
Two by Two Group

Marcus Arredondo, Managing Partner marcus@twobytwogroup.com Marcus Arredondo is an experienced investor, entrepreneur, multifamily syndicator and corporate real estate advisor. As the Founder and Managing Partner of Two By Two Group, a private real estate investment firm, he has acquired over 1,500 doors spanning a total of 6 states, including Alabama, Florida, Georgia, Louisiana, North Carolina, and Texas. Marcus also serves as Corporate Managing Director at Savills, Inc., specializing in representing companies’ interests in international and domestics strategies and transactions. Marcus has completed in excess of 200 transactions, totaling over 6.0 million square feet and ... (view full description)

Priyankar Baid

CEO
OHI

Priyankar is the CEO and Founder of OHI, a specialist real estate outsourcing service provider, in business since 2006. An experienced entrepreneur with 18+ years managerial experience spanning consulting, finance, accounting, and technology in real estate industry. OHI is a strong 150+ member team serving more than 75 commercial and residential real estate developers and property management companies covering accounting and reporting work for about 100000 units across fifteen states in the USA. OHI clientele includes 5 of the Top 50 Real Estate Companies in USA.  Priyankar is an alumnus of well-known institutions such as ISB (a partner business school of Kellogg and ... (view full description)

Saurabh Bajaj

Founder + CEO
Swiftlane

Saurabh Bajaj is the founder and CEO of Swiftlane, a modern access control and video intercom solution for multifamily and commercial buildings. Swiftlane drives higher NOI and property value, through it's technology products. Swiftlane's cutting edge systems are created to automate security operations, increase tenant peace of mind, and drive higher rent through technology amenities

Mike Ballard

Partner
Ascent Multifamily Accounting

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

Jonathan Barach

President & Co-Founder
Vista Investment Group, LLC

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

Ash Baraghoush

Managing Director
Pacific Urban Investors

Michael Bastan

Principal
Base Equities

Michael is a Founder and Principal of Base Equities. He oversees the acquisition, fund raising, deal structuring and management of the funds assets.   Michael is the Founder of Brookside Equities, a private equity investment company acquiring, managing and repositioning value-add real estate throughout the U.S. Michael acquired over $300m of real estate in non-performing loans since 2008.   Prior to Brookside Equities, Michael was formerly an Associate at Sonnenblick-Eichner Company where he was involved in raising over $300 million of commercial real estate debt and equity nationwide on all property types. He previously was a Partner at Maryland Estates Inc, a Los An ... (view full description)

Rick Bentley

CEO
Cloudastructure, Inc

CEO Rick Bentley is the founder of Cloudastructure, a cloud-based surveillance company that won the security industry’s coveted Astors Award in November 2021, and as of April 28, 2022 has won four Stevie Awards, two gold and two silver, in the 20th annual American Business Awards. Rick has decades of experience building teams using new technologies to bring new products/services to the market. He founded Televoke Inc, in 1998, where he personally raised eight figures of venture capital from VCs including Softbank and WI Harper. The company was then later acquired by Uber. He spent much of 2015 as a full-time Advisor to Google X, directly ... (view full description)

Adrian Berger

MD, Acquisitions
Cypress Equity Investments

As Senior Vice President of Acquisitions, Adrian is responsible for sourcing and analyzing new investment opportunities, including real estate acquisitions and equity co-investments across the US; as well as fostering and growing CEI’s network of equity partners, lenders and brokers. Adrian’s acquisitions focus includes: (a) land for multifamily development, (b) value-add retail, office and multifamily properties, and (c) GP and LP Equity co-investments with sponsors and operators.    Adrian brings over 15 years of business development experience in roles in New York, Hong Kong, Singapore and Australia. Prior to joining CEI in 2015, Adrian lived in New York where he grew a succes ... (view full description)

Mo Bina

Managing Principal
High-Rise Capital

Mo Bina is the Managing Principal and Founder of High-Rise Capital – a boutique commercial real estate investment company. Mo partners with high-income earners, high-net-worth individuals, and family offices to obtain above-average, risk-adjusted returns from tax-efficient investments. Through strong collaboration, Mo helps his investment partners generate passive income streams, diversify their portfolios via syndicated commercial real estate, and build Purpose-Driven Wealth™, which is the financial freedom to live a full and balanced life. Mo and his partners have syndicated over $70 million of multifamily real estate. He is also an experienced investor in alternative assets, p ... (view full description)

Julie Blank

COO
New Standard Equities

Ms. Blank joined New Standard Equities in 2017 and serves as Chief Operating Officer.  With nearly 20 years of multifamily management and investment consulting experience, she leads the Firm’s corporate operations as well as multifamily operations including capital projects and asset management.  Additionally, she has oversight responsibilities of NSE’s regional operations teams, human resources, and investor relations efforts.    Prior to joining NSE, Ms. Blank was Founder and President of Point Blank Consulting and provided advisory services including asset management, financial and operational management, and capital business plan formation to multifamily real estate owners, o ... (view full description)

Vikram Brar

Co-Founder
Waahe Capital

Al Brown

CEO
SmartWave Technologies

Parker Champion

Chief Operating Officer and Partner
Champion Real Estate Company

Parker Champion is the Chief Operating Officer and a Partner at Champion Real Estate Company. Los Angeles-based Champion Real Estate Company was founded in 1987 and has consistently achieved annual above-market returns by identifying and maximizing niche opportunities before its competitors. Parker runs the daily operations while heading Champion’s high yield and value add cash flow investment activities. He holds a Bachelor of Science in Policy, Planning and Development and a Master in Real Estate Development from the University of Southern California. He is a licensed California Real Estate Broker and a member of the National Multi-family Housing Council and the International Counc ... (view full description)

Collin Chlebak

Real Estate Practice Leader
Virtus

J. Collin Chlebak, Vice President joined Virtus in a production role in 2015. He leads the Virtus National Real Estate Practice that touches over 300,000 multifamily units and 100M+ square feet of commercial real estate. Collin provides hands-on insurance consultation and brokerage services to owners, operators and developers of multifamily and commercial real estate across the country. He takes pride delivering customized insurance strategies to achieve the business goals of industry leading firms. Before joining Virtus, Collin worked with both elected officials and business executives to solve challenging problems in Dallas, TX. His passion for real estate ignited after being a ... (view full description)

Scott Choppin

Founder
The Urban Pacific Group of Companies

Robert Clippinger

President
Clippinger Investment Properties

Robert graduated from California State Polytechnic University with bachelor’s degree in Real Estate, Finance and Law in 1984. He started his career in banking as an auditor then moved to the real estate investment industry as a broker and associate at an investment firm in Orange County. He was involved in brokerage activities and won awards for sales goals. Robert joined a startup investment firm in 1986 and was involved in many facets of that company’s growth and development. Robert formed Clippinger Investment Properties, Inc. in 1994 and has owned and operated the company ever since. His activities include brokerage activities, asset and property management, including renovation and leas ... (view full description)

Victor Cole

Principal
AION Partners

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)

Chuck Cowley

President
Cowley Real Estate Partners

With over twenty years of development experience Chuck Cowley leads Cowley Real Estate Partners in the development and management of complex commercial, residential and special-use real estate projects.  The company offers vertically integrated development services to meet the needs of its financial partners and clients.  Based in Culver City, Cowley Real Estate Partners targets value add and development opportunities.  The company is a selective developer and disciplined underwriter and asset manager as it focuses on identifying urban in-fill locations with high barriers to entry and favorable supply-demand characteristics.  Cowley Real Estate Partners’ efforts ... (view full description)

Kerri Davis

Founder & CEO
Fortress Technology

Kerri Davis is the Founder & CEO of Fortress, a revolutionary software company shaping the future of property management. In her role as President of Elmington's property management division, she was dissatisfied with the current PropTech offerings in the market and set out to build a better platform for all users. Today, the company has Walker & Dunlop as an investor and 50,000+ units on the platform. Fortress started as an internal tool and is now actively onboarding clients across the country. Kerri earned an accounting degree from the University of Central Arkansas and received her Juris Doctorate from Case Western Reserve University. After graduating, ... (view full description)

James D’Argenio

Senior Principal: Acquisitions
The Bascom Group

Osborn Erickson

Chairman
Emerald Fund

Manny Fernandez

Co-Founder / CIO
PhoenixBird.us

Kathy Fettke

Co-CEO
Real Wealth Network

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

Jerry Fink

Managing Partner
The Bascom Group

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

David Fong

Partner
GoodLife Housing Partners

David N. Fong is a founder and partner of Goodlife Housing Partners (“GoodLife”), a real estate investment firm headquartered in Los Angeles, California.  David is responsible for the firm’s capital  raising, joint ventures, debt and overall operational strategies and business plan executions.  Together with its related affiliates, GoodLife owns and manages a real estate portfolio valued at approximately $616 million, including, over 2200 apartment units and 2000 beds of student housing located at the University of Southern California and the University of Nevada, Las Vegas, and approximately 300,000 square feet of office/industrial flex space in the Dallas-Fort Worth and Oklahoma City metro ... (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)

Heath Goldman

President/CEO
ICON Wealth & Legacy Partners

Heath Goldman CSPG (Certified Specialist In Planned Giving) license 0B98871   Heath Goldman PFP, CSPG  Heath Goldman acts as your financial architect and is President/CEO of ICON Wealth and Legacy Partners.  Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning team and worked for PaineWebber in their Private Client Group.   With his experiences, Heath is able to serve as a valuable resource to his client's planning team by systematically addressing each need and helping to aid in achieving his client's objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of ... (view full description)

Reed Goossens

Founder
RSN Property Group

Only 9 years ago, in 2012, Reed quit his job in Australia and moved halfway across the world to chase a goal. He moved to the US without a job, he had no established network and no family members for support. He backed himself and took a leap of faith.With limited funds, Reed purchased his first property all cash for $38,000 in late 2012. Since then Reed has started RSN Property Group, co-founded Wildhorn Capital, and now controls over $450 mill worth of US commercial real estate, and he has achieved financial freedom in the process! Reed is also the author of two best-selling books on Amazon: Investing in the US - The Ultimate Guide to US Real Estate ... (view full description)

Frederick Gortner

Managing Director-Chief Operating Officer
Paladin Realty Partners, LLC

Frederick Gortner is a co-founder, Managing Director and Chief Operating Officer of Paladin Realty, where he leads the firm’s U.S. investment strategies, including its value-added apartment platforms. Mr. Gortner is also involved in many aspects of the firm’s investment activities, management and operations. He serves on the firm’s investment committee. Prior to joining the predecessor of Paladin Realty in 1994, Mr. Gortner was a Principal with the Tucker Investment Group, Inc., a Los Angeles based real estate investment and development firm, as well as a co-founder of Enterprise Management, Inc., a real estate property management company. He began his career at Chemical Bank (now JP Morgan ... (view full description)

Natalie Greenberg

COO
MJW Investments

As Chief Operating Officer, Natalie plays a direct role in formulating and executing the company’s strategy, and oversees its Acquisitions, Asset Management, Marketing, Investor Relations, Human Resources and Capital Markets activities. Prior to joining MJW Investments, Natalie served as Senior Vice President at Entrada Partners, where she was responsible for all acquisitions, financings and dispositions. During her four-year tenure, Entrada’s portfolio size nearly tripled. Before Entrada, Natalie was a Director in the acquisitions team at Rexford Industrial Realty (NYSE: REXR), where she completed fifteen acquisitions and was responsible for all asset dispositions. She also held ... (view full description)

Michael Halperin

Managing Director
Contrarian Capital Management, LLC

Michael Halperin has over 25 years of real estate finance, workout and investment experience, including 21 years focused on distressed and opportunistic real estate transactions throughout the United States and Europe. He has been a senior member of Contrarian Capital Management’s real estate team for over fifteen years and serves on the real estate investment committee and firm’s valuation committee. At Contrarian, he is responsible for acquisitions of distressed/opportunistic real estate and real estate debt, and identifying and managing joint ventures with local operating partners. Contrarian Capital Management is an institutional investment manager with over $4.7 billion of assets under ... (view full description)

Ellis Hammond

-
The Kingdom REI

Richard Hannum

-
Forge Development Partners

Aron Harkham

Managing Director
Harkham ventures

David Harrington

EVP & Managing Director
Matthews Real Estate Investment Services

David Harrington brings more than 20 years’ experience in finance and brokerage to his role as EVP & Managing Director of Matthews Real Estate Investment Services™. He leads a group of collaborative brokers from offices across the country and leverages the firm’s unique marketing platform to provide clients with the highest level of disposition, acquisition, financing and advisory services. His commitment is to provide expertise, insight and superior execution toward the fulfillment of his client’s objectives. During his career, he has executed nearly 1,000 separate transactions and over $3 billion in total sales, which has resulted in national recognition and numerous awards for his acc ... (view full description)

Houtan Hormozian

Managing Member
HMH Holdings LLC

Houtan is an experienced Investor and Developer in Los Angeles and mortgage veteran with nearly two decades of accomplishments in both Wholesale and Retail Operations who currently serves as the President of the California Association of Mortgage Professionals (CAMP) 2022-2023 and Treasurer of its North Los Angeles Chapter. Along with serving on the Woodland Hills Warner Center Neighborhood Council.

Shally Hu

Head of Acquisitions
ARON Asset Management

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

Geoff Hunt

Director of Real Estate
Common

Common is a residential brand and operator that designs, leases, and manages multifamily properties to appeal to today's renters. With a tech-enabled platform and a trusted consumer brand, Common creates more value for real estate owners across the world.

Robert Jennings

Managing Director Fix and Flip
Acra Lending

Mr. Jennings' early career was serving in the U.S. Marine Corps, 0311 Infantry. He has over 30 years of experience in finance and real estate transactions. His career path has afforded him insight into an ever-changing industry, being directly involved with Fix & Flip throughout its maturity as an industry. Mr. Jennings has operated in various roles from A to Z within the mortgage industry. He truly understands operations and sales, two key components to ensure successful results for investors. Joining Acra Lending has afforded Mr. Jennings the opportunity to continue his mission of paying forward the knowledge and experience he has gained. This continues to be im ... (view full description)

Stephen Jensen

VP of Sales
Juniper Square

Stephen has over 14 years of experience in financial services with 9 years focused on private capital markets. Within CRE and PE, he has raised LP capital for syndications and funds, managed investor relations, underwritten deals, conducted manager due diligence, and advised on fund structures. Additionally, he has a Masters in Commercial Real estate, is a licensed CA RE broker, and carries a series 7, 63, and 65 Investment Banking and Financial Advisory licenses.

 

Malcolm Johnson

CEO
Langdon Park Capital

Malcolm Johnson is the Founder and CEO of Langdon Park Capital, a real estate investment management company that sources opportunities and creates value through local expertise, strategic relationships with development partners and corporate tenants and a deep understanding of the communities in which its real estate investments are located. Johnson directs the overall strategy and operations of Langdon Park Capital. Johnson has 17 years of experience in the commercial real estate industry. Previously, he was an Executive Director in JPMorgan’s Commercial Real Estate group, where he led the firm’s efforts on a new platform that deployed equity into affordable and workforce housing proj ... (view full description)

Cameron Jones

Managing Director, US Housing Strategic Transactions
Nuveen Real Estate

Cameron currently oversees strategic transactions and partnerships for housing investments throughout the U.S. Cameron originally joined TIAA in October 2006 –2018 and rejoined the firm in 2021 and spent time at Aegon Asset Management. At Aegon, she led the production teams for both market rate and LIHTC housing investments across the U.S. During her tenure at Aegon, Cameron helped start the market rate equity platform and grew AUM by $1.5 billion and secured four non-affiliated investors. Prior to Aegon, she held various positions within TIAA including acquisitions, dispositions and portfolio management for a number of sector diversified portfolios. Cameron's most recent portfol ... (view full description)

Paul Julian

Principal
Advanced Real Estate Services, Inc.

Growing up in the business, Paul Julian has been immersed in real estate since a young age. In high school and college, he spent his summers working for Advanced Real Estate Services, Inc., the firm his father, Richard Julian, co-founded in 1981 During this time, he gained experience in all facets of the business from construction and property management to asset management, acquisitions and development. By age 19, he attained his real estate salesperson license and by 23, his broker license. Paul graduated from the University of San Diego (USD) in 2000 with a Bachelor’s Degree in Business Administration and was immediately hired by CB Richard Ellis (CBRE).  He spent 5 years working in ... (view full description)

Paul Kaseburg

Chief Investment Officer
MG Properties

Paul is the Chief Investment Officer of MG Properties Group; a multifamily owner/operator with approximately 23,000 units in WA, OR, CA, AZ, and NV.  Paul joined MG Properties Group in 2010 and is responsible for the firm's acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of over 100 properties totaling 30,000 units and $6 billion in total consideration. Paul has over 20 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MGPG, he held various roles in commercial real estate acquisitions, development, and financing spanning a variety of product types.  He prev ... (view full description)

Zalmi Klyne

Managing Director
NorthMarq

Zalmi Klyne serves as a Senior Vice president in Northmarq’s Los Angeles office. He is a real estate investment professional who brings forward thinking, market foresight and a personable sales experience to his clients. During his first year at Northmarq in 2020 he was awarded with the Newcomer of the year award and was selected to be on the Northmarq Producer’s Council. Prior to Northmarq, Zalmi served as an Executive Vice President at Continental Partners, a Los Angeles based independent brokerage shop. Zalmi is an experienced businessman whose foundation and strong sales skills were refined across states and countries: Florida, New York and Melbourne, Australia. A ... (view full description)

Casey Koenig

Director of Aquisitions
Exponential Equity

Casey Koenig is the director of acquisitions at Exponential Equity. Casey has over three decades of International sales and business experience in more than 30 countries . Since 2015, he has focused on commercial asset transactions in the United States. With over $350 million dollars in Commercial Property transactions, Casey has a strong pulse on the macro-economic trends of supply and demand of large multifamily assets along with programmatic relationships with real estate brokerage firms nationwide.
 

Aaron Kraus

Vice President
Nuveen

Samuel Landman

Chief Investment Officer
Concord Capital Partners

Matthew Levy

Principal
Lazar Properties

  Matt Levy joined Lazer in 2021 to identify new investment opportunities, deal structuring and capital origination. Matt spent the previous eight years at the national investment firm, The Laramar Group, where he closed over 65 property acquisitions and completed 30 successful exits on behalf of institutional capital partners and family offices. Prior to Laramar, Matt was Vice President of Acquisitions & Development at Los Angeles based Frost/Chaddock Developers, LLC where he was responsible for all aspects of acquisitions, feasibility, design development, entitlements and structured financing. Previously, Matt served as the Acquisitions & Project Manager for Beverly Hills bas ... (view full description)

Jesse Liu

Director of Acquisitions
Optimus Properties

Jesse Liu is a Partner and the Director of Acquisitions of Optimus Properties, an LA-based owner/operator of multifamily and commercial properties throughout the West Coast. Mr. Liu is responsible for investment strategy, sourcing new investment opportunities, and expanding capital partner relationships. Prior to joining Optimus, Jesse was a Senior Vice President with Watt Investment Partners where he was responsible for the sourcing and management of equity investments. Previously, Jesse was the Vice President of Acquisitions at Laurus Corporation and Originator/Underwriter at Calmwater Capital. Jesse began his career as Director of Acquisitions at Levy Affiliated Holdings where he focused ... (view full description)

Michael Lowinger

Managing Partner
Geneva Street Partners

As Managing Partner and founder of both Geneva Street Partners and Geneva Street Capital Partners, Michael Lowinger is responsible for the strategic direction of Geneva and its affiliates, including acquisitions, development, investment decisions, investor relationships, and operating policy. The company’s primary focus is apartment development and repositioning, and currently owns and is developing in excess of 500 apartment and elderly care units in five separate projects in the Culver City area and the Encino submarket of Los Angeles. Throughout his career Lowinger has been involved in the development and acquisition of over $1 billion of real estate. Prior to and then simultaneous ... (view full description)

Steve Ludwig

Co-Founder
TASORO

Laurie Lustig-Bower

Executive Vice President-Investment Properties, Multi-Housing Group
CBRE

Laurie Lustig-Bower began her career in commercial real estate 34 years ago with CBRE and now holds the title of Executive Vice President. For many years, she ranked as the #1 producer for CBRE’s Private Capital Group nationally and has ranked nationally in the top 2% for CBRE for nearly two decades. As a leading multi-family professional, Ms. Lustig-Bower has handled over $11 billion in multi-family property sales in the Los Angeles area within the past 18 years. She is the founder and leader of Team Lustig-Bower, a team of eight professionals who specialize in the marketing and sale of multi-family properties in the greater Los Angeles area, specifically focusing on the sale of apartment b ... (view full description)

Farhan Mahmood

Director of Acquisitions
Trion Properties

Greg Martinez

Co-Founder and Managing Principal
The Beverly Park Group

Over 25 years of real estate investment management, private equity and investment banking experience (strategic advisory, M&A, etc.). u The Beverly Park Group, oversees all Company operations, including administration, partnerships, acquisitions and asset management. u Co-Founder and Partner of Invesma Capital Partners, Silver Portal Capital, and Capital Solutions – investment banking and advisory boutiques focused on real estate strategic advisory, capital raising and partnership formations, Mergers & Acquisitions, and restructurings. u Senior management team member at O&A Real Estate Development Partners, a private equity firm focused on large resort mas ... (view full description)

Aaron Marzwell

Founder & CEO
APPA Real Estate

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

Mohsin Masud

Founder & CEO
Akru

Mohsin is the CEO & founder of AKRU, a He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real-world assets.
Mohsin has over a decade of experience in Real estate investments, and development & having run a successful Investment company.  He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at the University of Oxford, focusing on finance, real estate development, urban design & blockchain. 
 

Rayna Mike

CEO
My Love Apartments

22 years experience in Real Estate and Mortgage Banking, She started as a loan originator and insurance agent in Los Angeles in 1989 and progressed into branch, regional, divisional, and national management roles in the same bank holding company over 8 years. In 1998 she established a mortgage banking and real estate brokerage business. In 2004 she started a European wholesale real estate and mortgage division, opened offices in UK and Bul- garia and capitalized on the booming emerging real estate market in Bulgaria. In 2008, she and her partner established a renewable and environmental business, Bel Air Green which focuses on solar and wind power projects in Central and E ... (view full description)

Rochelle Mills

President and CEO
Innovative Housing

Rochelle Mills is President and CEO of Innovative Housing Opportunities (IHO), where she is responsible for implementing the organization’s vision and growing its portfolio of comprehensive, award-winning affordable housing. She has been with IHO for 15 years, beginning her tenure as a project manager before rising to lead the organization. Prior to joining IHO, she and her husband founded mills studio. Their high-end home designs were featured on FineLiving, Homes Across America, and in other television and print media. Ms. Mills also founded architours, a boutique art and architecture tour and symposia company that received international acclaim. Ms. Mills’ diverse bac ... (view full description)

Tania Mirchandani

Vice President-Capital Markets
Clear Capital

Tania Mirchandani is the VP of Capital Markets at Clear Capital, LLC, where she is responsible for raising capital for Multifamily real estate investments across the United States. Mrs. Mirchandani also oversees the marketing function at Clear Capital. Including managing the company’s social media outreach and overseeing the design and content of marketing materials. Before joining Clear Capital, LLC, in 2021, Mrs. Mirchandani was the Director of Business Development at Kasa Properties. As the lead on Kasa’s acquisitions effort, Tania performed underwriting, market research, and due diligence of multifamily investments in Northern California. She also oversaw leasing operations and started t ... (view full description)

Mark Mosch

CEO
AndMark Management Company

As founder and CEO, Mark is responsible for the strategic planning and growth of the company. Mark focuses on developing partnerships with third-party management companies, financial institutions, as well as overseeing investor management. He maintains oversight over all aspects of AndMark. With two decades of Multi-family experience, Mr. Mosch is an accomplished real estate professional with proven ability to evaluate investment opportunities. Mr. Mosch holds a BA and an MBA from Northwestern University. 

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Founder and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 60 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is a ... (view full description)

Ekta Naik

Principal
JSK Ventures

Sara Neff

Head of ESG
Lend Lease

Sara Neff is the Head of ESG, Lendlease Americas, where she provides leadership and management oversight in developing, implementing and driving Lendlease's corporate sustainability framework in the Americas region, with the goal of achieving absolute zero carbon across all scopes by 2040. Prior to that role, she served as Senior Vice President, Sustainability at Kilroy Realty Corporation. Ms. Neff was instrumental in the architecture, initiation and execution of Kilroy’s sustainability program. Under her leadership, Kilroy has been recognized as a leader among publicly traded real estate companies on sustainability in the Americas by GRESB for seven of the last eight years and achieved carb ... (view full description)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor him ... (view full description)

Desirée Patno

CEO & President
NAWRB

Ms. Patno is a Visionary with over three decades specializing in the Housing & Real Estate Ecosystem, providing Advisory Services, is a Global Presenter, and an Angel Investor to enhance the Quality of Life, Gender Equity, and Social Impact. She built Women in the Housing & Real Estate Ecosystem (NAWRB) to Elevate Women, Bridge Industries & Change the World! ***Current dev in Austin: Residences, MF & Hospitality ***Gaming Investments ***Government Resettlement, Creative Lending ***NAWRB Annual Tahoe Nov 17&18th 2022 Designed, developed, and implemented scientific projects for the DOD tracking and HR billables as Sr. Data Systems Analyst for XonTech, Inc. and responsible for ... (view full description)

Pat Patterson

Director of Multifamily
Petscreening

Pat comes to PetScreening with tremendous success and over 20 years in multifamily and single family rental operations, leasing and marketing. She is recognized as an innovative leader and strategic visionary, who has a unique ability to identify and understand customer’s needs in order to achieve specific goals.
 

Melanie Pennell-Mayer

CEO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. She was pivotal in fulfilling the firm's business plan to form a strategic joint venture with a hotel management firm that has expanded the firm’s horizons beyond development, acquisitions, and consulting to include hotel management. The joint venture provides the entire scope of hotel and hospitality management, asset m ... (view full description)

Griffin Quick

Vice President of Investor Relations at Sundance Bay
Sundance Bay

Griffin Quick is the Vice President of Investor Relations for Sundance Bay. He is responsible for overseeing all investor communication across the Firm, including responding to investor due diligence questionnaires, managing internal and external investor reports/data, and serving as the main point of contact between Sundance Bay and existing & prospective investors. Previously, Griffin was the Director of Investor Relations at RealtyMogul, a Los Angeles based private equity real estate investment platform focused primarily on multifamily equity syndications and non-exchange traded REITs. Prior to that, he was a Financial Advisor at Morgan Stanley in Irvine, CA. He earned his Master’s in ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Reuben Robin

Founder & CEO
Concord Capital Partners

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)

Sagiv Rosano

Managing Principal
Roman Group LLC

Commercial Real Estate investor and broker, Equity & Debt Placement, Technology in Real Estate, Training Commercial Real Estate next generation producers. Dedicated to the growth of Roman Group and subsidiaries: Rosano Partners, LivingQ, LionsHead Management and Urban Force. At Rosano Partners, I am focused on the firm growth via best in class training, technology implementation and recruiting the best talent in the business. We train our Agents in providing specialist level services, market analysis and real-time market information. I work with Rosano Partners top producers and associates to strategically execute their business plan. I use my background that includes military and ... (view full description)

Matthew Sant

Vice President
Peak Capital Partners

Matthew oversees asset performance and strategy for all properties located on the West Coast, Mountain West, Mid-West and New England. Matthew has an extensive background in asset management for multifamily properties in over 30 states. As a JV partner Peak Capital works with several large institutional partners and high net worth individuals. Matthew works closely and manages relationships with several large institutional partners working closely with partners on several large multi-asset acquisitions and dispositions. He has an in-depth knowledge of acquisitions, dispositions, budgeting and forecasting, capital projects, insurance and financial reporting. He holds a B.S. in Finance from Br ... (view full description)

Valerie Sargent

President
Yvette Poole & Associates

Valerie M. Sargent is President of Yvette Poole & Associates. A skilled Speaker, Trainer, Consultant, and EQ Executive Coach, Valerie specializes in Leasing, Sales, Marketing, Customer Service, and Leadership. She obtained her Level 1 & 2 TalentSmart Emotional Intelligence Trainer certification in 2013, and as an Emotional Intelligence Strategist, she thrives in taking companies’ teamwork and communication to inspiring new levels. This expert knows how to bring vitality to individuals and organizations! Find her at www.valeriemsargent.com and www.ypooleandassoc.com.

 

Steven Saylor

Executive Vice President
SPI Holdings

Paul Schon

Co-Founder
Schon Tepler Partners

Born in Mexico City, Mr. Schon immigrated with his family to La Jolla, CA at the age of 14. He first attended University of California, Davis and then transferred, earning two Bachelor of Arts degrees, in International Studies and Spanish Literature, from the University of California, San Diego. Soon after, Mr. Schon began his real estate career as a multi-family licensed broker for Marcus & Millichap in their Los Angeles office. After a successful career in brokering. Mr. Schon decided to expand into the investing and development side of real estate. In 2009 he teamed up with Mr. Tepler to form Schon Tepler Partners. In addition to real estate, Mr. Schon was previously a Board Member of ... (view full description)

Jim Shute

President
J.W. Shute Int'l

Andrew Slocum

Principal
Casitas

Andrew Slocum is the Co-Founder of CASITAS, a full-service ADU development and consulting firm involved in all phases of the development process within the single-family, multi-family, and affordable housing sectors. He is driven by the desire to seek projects which consider social and environmental impacts of development. He breaks each project into three subcategories: environmental responsiveness, resource efficiency, and community and cultural sensitivity. Before co-founding CASITAS Andrew worked full-time as a Principal for Green Development Company in Pasadena, CA. He supervised, scheduled, and coordinated development projects with consultants, including architects, enginee ... (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

Joseph Soleiman

Principal
Vivo Investment Group

Joseph Soleiman is a Principal at Vivo Investment Group, a full-service private real estate development and management company that specializes in converting low-demand hotels into efficiency apartment complexes.   In his role as Principal, Mr. Soleiman works to implement best practices and strategies across acquisitions, operations, and property management.  He oversees the overall management and vision necessary to execute on an expansive national portfolio.  Mr. Soleiman implements proper controls, administrative and reporting procedures as well as people systems to effectively grow and ensure financial strength and operating efficiencies across multiple asset types and development projec ... (view full description)

Dennis Spivey

Vice President, Relationship Manager
CoreVest

Dennis Spivey, Vice President of Originations at CoreVest, has over 20 years in loan origination and finance, in both retail and third party channels. His roles have gained him extensive knowledge in underwriting, capital markets, valuation and mortgage origination management. With background in both Residential and Commercial Finance, he played a large role in the formation of Colony American Finance and the growth of the platform into today’s CoreVest Finance. With over $2.5B in closed transactions, both residential and commercial, he has established himself as one of the prominent originators in residential invesment lending. 
 

Ben Stapleton

Executive Director
USBGC-LA

A native Angeleno, Ben Stapleton is a recognized sustainability leader who brings a creative mind and consultative approach to a wide range of projects with a focus on building teams and designing programs to deliver impactful results. His current work is based on coordinating an ecosystem leveraging the built environment as the entry point and connective fabric to help create a more sustainable society for all as Executive Director for the U.S. Green Building Council - Los Angeles. In his time at USGBC-LA, he has strengthened the foundation of this leading, membership based sustainability organization while developing and delivering a portfolio of community engagement and educat ... (view full description)

Daniel Swersky-Louw

Director of Acquisitions & Dispositions
RK Properties

Mr. Swersky-Louw is Director of Acquisitions and Dispositions for RK Properties, a private-equity multifamily investment firm based in Long Beach, CA. His responsibilities as Director include the sourcing, underwriting, and acquisition of multi-family assets across the United States as well as managing all efforts related to dispositions. His team has closed on $1b worth of acquisitions and dispositions in the last two years. Prior to joining RK Properties, Mr. Swersky-Louw worked at Cowley Real Estate Partners as an assistant development manager on various projects in Downtown Los Angeles.

Kevin Swill

CEO
Thirty Capital Financial

Thirty Capital Financial, a leading commercial real estate debt management and financial services company. Thirty Capital Financial is a division of Thirty Capital, which combines modern technology with expert services to propel the CRE industry’s advancement. Thirty Capital Financial holds the financial branches of Thirty Capital, including Defease With Ease, SOFR With Ease, and Defeasance Holding Company. “Kevin brings more than three decades of deep and extensive experience and expertise in the commercial real estate and finance industries. Kevin is a proven leader in initiating and driving change that is required to continue to position Thirty Capital Financial as the ... (view full description)

Amy Sylvis

Principal
Sylvis Capital


Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large multifamily properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside us to take advantage of not only our extensive experience, but also our detailed research and exclusive relationships. 
 
Sylvis Capital offers multifamily investment opportunities without the day to day hassles of owning real estate while generating strong returns. 
 
Sylvis Capital currently has over 654 apartment units and $59M worth of assets under management.
 

Ryan Tanaka

Partner
Cypress Communities

Cypress Communities, LLC is a Real Estate Investment Owner Operator firm specializing in the acquisition, development and/or management of Commercial and Residential properties in California and throughout the West Coast. We believe in operating based upon the principles of integrity, strong traditional work ethic and commitment to others. These core values have been passed down through family generations and have been an integral part in our investment and business practices that has sustained our Real Estate Investment Management Platform for Generations.

Divya Tandon

Principal
SJI Properties

Divya has 20 years of experience working on various types of investment real estate. Divya began her professional career as a Senior Systems Analyst at NASDAQ, with responsibilities including monitoring core trade execution, as well as coordinating requirements for solutions to business problems. Due to restrictions as a NASDAQ employee, she began investing in real estate. Divya quickly saw the huge upside and stability investing in real estate could offer. Divya’s first real estate investment acquisition occurred in 2004 with a rental building located in Queens, New York. While living in NYC, she continued to acquire, manage, and grow her investments. Multifamily real estate inv ... (view full description)

Robert Taylor

Senior Director
Invesco Real Estate

Rob Taylor serves as Senior Director for Transactions for Invesco Real Estate in Newport Beach, serving as new acquisitions sourcing leader for multifamily in California, all product categories (Industrial, Office, Retail, Multifamily) in Arizona and Colorado as well as overseeing the Single Family Rental platform at Invesco Real Estate.  Rob Taylor joined Invesco’s Orange County Acquisitions group in 2013 and has more than 20 years of experience in commercial real estate finance and related fields. 
 

Maya Theuer

Chief Executive Officer
Redwood Residential

Maya Theuer founded Redwood Residential in 2021 with the mission to develop garden style, market rate multifamily product in secondary and tertiary markets. Redwood Residential now has 710 units in its pipeline in various stages of development. A mechanical engineering major out of Stanford University, Maya has since been wholly focused on developing housing in California markets that need it most. Prior to the launch of Redwood Residential, Maya delivered more than $400M worth of mixed use development projects in the Bay Area. With sights set initially on Sacramento and the Central Valley market, she is looking to expand Redwood's reach to the Greater Bay Area and Central Coast. ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

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

Berke Turktan

Managing Director
Extenteam

Berke Turktan (MBA, LEED AP), brings 20+ years Real Estate experience in the areas of RE development, property management and staffing. Currently providing staffing solutions for US multifamily industry, Berke is also working with faculty and industry leaders on legislation for improving development standards in California.

Prior to his current post, Berke served as a Director Of Development and delivered over $2B combined value of projects for major corporations.

Berke has an MBA from UCLA Anderson School of Management, Masters Of Construction Management from USC, BA in Civil and Structural Engineering from ME Technical University, and LEED Accreditation from USGBC.

Quentin Vatelot

Vice President
BrightSpire Capital, Inc.

Quentin Vatelot is a Vice President at BrightSpire Capital, a $5.3 billion AUM mortgage REIT (NYSE: BRSP), based in Los Angeles. Mr. Vatelot is responsible for the identification and evaluation of new real estate debt investments in the United States. Previously, Mr. Vatelot served as Vice President, Investment Management at Colony Capital Inc. until April 2021. Prior to joining Colony Capital in 2014, Mr. Vatelot was an investment analyst at Molten Ventures, a venture capital firm based in London. Mr. Vatelot received a master’s degree in Corporate Finance from the European Business School in Paris, France.
 

Marc Venegas

Principal
Orion Real Estate Partners LLC

Marc formed Orion Real Estate Partners with Kyle Henrickson and Mark Limpert in August 2017 to invest in multifamily properties throughout the Western United States and is responsible for all aspects of identifying and managing the firm’s investments. Prior to forming Orion, Marc founded ColdWater Partners to acquire multifamily investments in select markets and continues to manage the ColdWater portfolio today. Prior to forming ColdWater Partners in 2016, Marc was the Director of Multifamily Investments for MIG Real Estate, a Newport Beach family office with over $2 billion of assets under management. Marc was responsible for identifying investment opportunities throughout the W ... (view full description)

Mark Washington

Regional Vice President
ResMan

Mark oversees new customer acquisition across the western states for residential management platform, ResMan. Mark began his career in hospitality sales before transitioning into the multifamily space, where he has consulted with numerous multifamily operators on future-proofing their business over the years. As a technologist with a passion for exceeding expectations, he maintains an avid focus on emerging trends & analysis that help operators to ensure their business stays competitive and is never left behind.
 

Mark Weinstein

President
MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Carl Whitaker

Senior Director/Real Estate Economist
RealPage Inc.

Carl Whitaker is a Director of Research & Analysis for RealPage, Inc., where he blends in his passions for geography, economics, and teaching to foster a practical, applied understanding of apartment trends and forecast expectations.
Prior to joining RealPage, Carl worked as a consultant with Catalyst Commercial – an economic consulting firm based in Dallas.

Carl received a bachelor’s degree in secondary education and a master’s degree in applied geography from the University of North Texas.
 

Gina Wieczorek

Principal
Casitas

John Williams

CIO and President
Avanath

John R. Williams is President and Chief Investment Officer of Avanath Capital Management (“Avanath”), an institutional fund manager that specializes in affordable and workforce housing investments throughout major  U.S. cities. In his role, Williams spearheads the firm’s portfolio acquisitions, capital formation, investor relations and fund management. Since joining Avanath, Williams has directed the closing of four institutional investment funds totaling $1.5 billion of capital, comprised of equity commitments primarily from US pension funds, European pension funds US endowments, UK endowments, foundations, banks, life insurance companies, and family offices. ... (view full description)
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Event Contacts for 5th Annual Middle-Market Multifamily Forum (West)

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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