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Ari Abramson

Vice President, Acquisitions
Continental Realty Corporation

Ari joined Continental Realty Corporation (CRC) in 2016 and serves as the Vice President of Acquisitions.  In his role, he focuses on multifamily acquisitions and dispositions throughout the Mid-Atlantic and Southeast regions, manages broker/owner relationships, and oversees the underwriting and due diligence process.  Prior to joining CRC, Ari worked at Alex. Brown Realty, Stifel Nicolaus, Townsend Capital, and Legg Mason.  Mr. Abramson is a Board Member of the National Multi Housing Council (NMHC), where he is a member of the NMHC Emerging Leaders Group.  Ari is a full member of Urban Land Institute (ULI) serving on the National Multifamily Blue Product Council and active in the local ULI ... (view full description)

Sterling Anderson

President & CEO
Overbrook Properties

Sterling Anderson is President & CEO of Overbrook Properties, a Real Estate Investment and Development company based in Omaha, Nebraska. Sterling is responsible to locating, evaluating and raising capital for both single and multifamily projects for the company and leading its group of investors. Overbrook Properties has a focus of acquiring value add deals and currently invest in the Omaha, Kansas City, Atlanta and Phoenix markets. 

Joshua Aronson

Executive Vice President
Community Realty Company, Inc.

Mr. Aronson has worked in the real estate industry for over 15 years, managing assets for clients in both the New York City and District of Columbia areas. In his current role at CRC, Mr. Aronson is responsible for overseeing a growing portfolio of 3,000 apartments and over 2,000,000 square feet of office and retail. He has been instrumental in the repositioning of multiple properties in the New York City and District of Columbia markets. In his spare time, he serves on the board of the Real Estate and Finance Alliance at George Washington University and is active in the Urban Land Institute. Mr. Aronson received his M.B.A. from George Washington University with a concentration in real estat ... (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)

Demetrios Barnes

Chief Operating Officer
SmartRent

Demetrios Barnes oversees operations and business development at SmartRent. Prior to joining the team, he was vice president of technology operations for Colony Starwood Homes, leading the charge in the internalization of property management across 12 states and the merger between Colony Starwood Homes and Starwood Waypoint Homes. Previously, Mr. Barnes was director of property management and technology with Beazer PreOwned Rental Homes, and a regional manager for several multifamily companies. Mr. Barnes holds a BS in business administration from Arizona State University.
 


 

Rob Beardsley

Principal
Lone Star Capital Group

Rob Beardsley has acquired $40,000,000 of value-add multifamily real estate as founder and principal of Lone Star Capital Group, a NYC based private equity firm. He has underwritten more than 750 deals and has published over 40 articles about underwriting, capital structure, acquisition strategies, and capital markets.   With a background in business and computer science from Carnegie Mellon University, Rob leads the underwriting and acquisitions for Lone Star Capital Group. Prior to co-founding Lone Star, Rob gained real estate experience through his family's numerous real estate businesses including development, construction, sales, and investment. Additionally, Rob enjoyed a d ... (view full description)

Luke Behrmann

Vice President - Product Management
redIQ

Luke Behrmann is a product management professional with a passion for creating customer value and the products that address the needs and problems of a market. Luke leverages over 10 years of experience in taking new products and technology to market from across multiple industries. His career spans large publicly traded companies, technology startups, and academic technology transfer and commercialization. Prior to joining redIQ, Luke oversaw a product platform and all product management activities that supported over $60MM in annual revenues, including all aspects of product planning, development, and execution. Luke has a BA in economics and an MBA with an emphasis in finance and entrepre ... (view full description)

Sasha Bernier

SVP
Cheltenham Enterprises

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)

Guy Blachman

Chief Executive Officer
CARSON LIVING, INC

Guy Blachman is a real estate software tech entrepreneur with experience in multi-family and Condo/HOA markets. M&A advisor to private equity acquirers of property management software vendors. Founded MyBuilding in 2004 and Co-Founded ActiveBuilding in 2008 - resident portal SaaS applications. Bootstrapped and grew from zero to US market leaders - signing up over 1,000 subscribed buildings managed and owned by the largest REITS and management companies in the US and overseas, with over 250,000 apartments. In 2013, sold both companies to RealPage (NASDAQ: RP). Was a VP at RealPage from 2013 to 2016.  Founded Carson in 2017, the property management application for unattended multi-family b ... (view full description)

Dave Borsos

VP, Capital Markets
NMHC

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

Kelli Brooks

Finance Partner
Urban Atlantic

Ms. Brooks is the Managing Director of Finance and is responsible for managing investments for Urban Atlantic. She sources all debt and equity and oversees all underwriting and financial analysis for investment and development opportunities. She manages the negotiations of loan and partnership agreements, as well as tax credit equity documents for both Low Income Housing Tax Credits and New Markets Tax Credits. She is also involved in underwriting and structuring of the company’s tax-based financing including PILOT and TIF. Since coming to Urban Atlantic in 2008, she has structured and closed over $1 billion in financing of development projects creating over 5,000 units of residential ... (view full description)

Andrew Buchanan

Co-Founder
Blackfin Real Estate Investors

Mr. Buchanan is a co-founder and managing principal of Blackfin Real Estate Investors, LLC.  Mr. Buchanan oversees the joint-venture capital, finance, and investor relations of the venture’s investment portfolio. ​Before co-founding Blackfin, Mr. Buchanan spent the past 15 years with Kettler, Inc., a privately owned real estate developer and property management company.  During his last seven years with the company, Mr. Buchanan served as its President.  While serving as President, Mr. Buchanan oversaw the acquisition and financing of more than $500MM of apartment value-add acquisitions as well as over $2 Billion of apartment and condominium develo ... (view full description)

Jim Caprara

President and CEO
American Energy Services

Daniel Carter

Founder & CEO
Windmill Investments, LLC

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

Greg Cason

Principal
CrestMarc Residential

Mr. Cason is the founder of CrestMarc - a vertically integrated multifamily investment company providing a comprehensive spectrum of real estate services in Texas and Oklahoma.  A 25+ year veteran of the multi-family housing business, Greg Cason has spearheaded the acquisitions of over 26,000 multi-family housing units valued in excess of $1.1 billion.  He was first exposed to the multi-family business as an asset manager at MetLife.  While overseeing various property types (office, industrial, and hotel) Mr. Cason made the decision to focus his career on multi-family properties.  Over his career, he has held senior/partner positions at several nationally known multi-family compa ... (view full description)

Navish Chawla

Head of Acquisitions
Willton Investment Management

Mr. Chawla serves as the Head of Acqusitions for Willton Investment Management with primarily responsibility for overseeing the firm’s investment activities. Mr. Chawla also serves on the firm’s investment committee and is responsible for sourcing, underwriting, and executing on the firm’s investment strategy. Mr. Chawla has 15+ years of real estate experience including positions within Private Equity and Global Investment Management. Mr. Chawla has underwritten and managed over $3+ billion of real estate transactions globally. Prior to joining the Willton, Mr. Chawla served as a Chief Investment Officer for a multi-asset family office based in New York City. He has held positions as a portf ... (view full description)

Mukang Cho

CEO & Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also a Managing Partner of Counter Management. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Counter Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

Frederick Cooper

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

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll 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 move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 22 states across the U.S. and in Washington, D.C. In 2019, Fortune magazine name ... (view full description)

Christian Dalzell

Co-Founder & Managing Partner
Counter Management LLC

In May 2019, Mr. Dalzell and Mukang Cho, Founder and Owner of Morning Calm Management, LLC (“MCM”) created and launched Counter Management LLC (“Counter Management”), combining two institutional quality asset management and commercial real estate investment platforms to create a unified and strategic partnership to purchase multifamily and residential mixed‐use properties in targeted urban cores in major metros across the United States. Commencing with its initial acquisition in May 2019 of 1501 Locust Street, a 9‐story mixed‐use property located 2 blocks from Rittenhouse Square in Center City, Philadelphia, Counter Management will acquire additional ... (view full description)

Chris Davis

Vice President
Hunt Real Estate Capital

Brian DeLucia

Managing Partner
Arrivato, LLC

Brian DeLucia is a Managing Partner of Arrivato LLC, a Single Family Office created out of a partnership in land and building development within the real estate industry.  Brian spends most of his time reviewing prospective multi-family acquisitions, multi-family development, land development, retail pad sites, global cell tower portfolios, lower middle market companies, and special situations.   Brian also works closely on leveraging his organization’s experience to resolve challenges and elevate businesses within traditional economic driving industries that create better places to live and work; creating more jobs; and improving overall economics.   He also serves on the board ... (view full description)

Jim Driscoll

Senior VP
Waypoint Residential

Senior Vice President, Development at Waypoint Residential with leadership responsibility for the firm’s rental residential, senior housing and student housing development efforts in the Northeast region, including land acquisition, construction and lease-up of new properties, as well as supporting teams in other geographic regions. Driscoll, who has more than 25 years of experience leading the planning and development of residential and mixed-use properties, joined Waypoint from LCOR, where he served as senior vice president of development.  Previously, Driscoll held senior-level positions as at M/I Homes, K. Hovnanian Homes and Archstone.
 

Felipe Ernst

Founder & Managing Partner
Ernst Equities

I started my own real estate development shop - Ernst Equities, LLC in March 2015 with a 3-unit acquisition in Shaw DC. Having leveraged a mortgage on my parent’s house to seed fund our first investment – we’ve since grown to over 100 apartments with retail/ mixed-use along Georgia Avenue and Rhode Island Avenue DC. 

Ernst Equities, LLC is a real estate development firm that specializes in mixed-use, transit oriented projects in Washington DC. Our mission is to execute real estate investment opportunities that’ll provide robust, stable returns while generating long-term capital appreciation.

Zeke Faham

Vice President
Aecom Capital

Zeke Faham is Vice President of Investments at Aecom Capital based in New York. He focuses on origination, structuring and execution of value-add and ground up developments across the East Coast region. Mr. Faham joined Aecom Capital in 2019. He previously spent 7 years with Tishman Hotel & Realty, where he was instrumental in the execution of over $1.2 billion of property acquisitions and credit investments encompassing over 5.0 million square feet of hospitality, retail and mixed-use assets. Mr. Faham began his career at iStar Financial, a publicly traded mortgage REIT, where he successfully priced, structured and executed over $3.0 billion of senior mortgages and mezzanine loans ... (view full description)

Matt Faircloth

President & Co-Founder
The DeRosa Group

The DeRosa Group LLC (DeRosa) is a developer and owner of commercial and residential property with a mission to “transform lives through real estate." DeRosa, located in historic Trenton, NJ, creates partnerships to finance select real estate investments in New Jersey and Pennsylvania.  DeRosa is a people-focused, boutique development company and are extremely proud of their proven track record of providing safe, profitable investment opportunities to their clients. DeRosa investors are financially savvy individuals who are eager to diversify their portfolios through passive (hands off) real estate investments. Co-founder & President, Matt Faircloth is a seasoned real estate invest ... (view full description)

Jake Fingert

General Partner
Camber Creek

Jake Fingert is a General Partner at Camber Creek. He coordinates all aspects of Camber Creek’s operations and portfolio management. Jake leads the due diligence process for potential investments, makes investment decisions and participates in the management of portfolio companies. Jake is a current board member of Measurabl, Nestio, Bowery Valuations, WhyHotel and Rabbet. Jake was previously appointed by President Obama as a Senior Policy Advisor on the National Economic Council at the White House, and before that was a Senior Advisor to the GSA Administrator. In both roles Jake identified new investments and managed operations for the Federal Government’s infrastructure and real estate por ... (view full description)

Mark Franceski

Vice President of Research
Bozzuto

Mark Franceski is Vice President of Research at Bozzuto, a Washington, DC area-based multifamily development, management and construction firm that operates on the East Coast and in Chicago. He is responsible for guiding research and strategy for Bozzuto’s integrated businesses including market research, portfolio research, data analytics strategy, consumer modeling, and economic research.
Previously, Mark served as director of market research for McWilliams Ballard, an Alexandria, VA-based real estate brokerage specializing in new condominium sales and marketing.
Mark resides in Alexandria, VA with his wife and children.
 

Marshall Friday

Director of Multifamily Sales
ADT Security Services

Marshall Friday has been with ADT since 2005. He has held roles residential sales, sales management, national training, leadership development, learning analytics, and most recently, multifamily. His knowledge of technology in the single family home and multifamily space go back to the beginning of apps controlling and managing resident experiences.
 

Robert Friedman

Principal
Tiberias Capital

Mr. Friedman has over twenty five years of experience in capital formation and real estate. He is a Principal at Tiberias Capital Partners in New York and at Lanesborough Partners, a New York-based real estate firm with offices in Palm Beach, FL and in London, UK. Mr. Friedman arranges equity for commercial real estate owner/operators and developers of all property types across the United States. He was a Managing Director at Bankers Capital Realty Advisors in New York, a commercial real estate firm which specializes in placing debt and equity on behalf of developers, owners, and operators of substantial properties and has arranged several billion dollars of financing. Mr. Friedman held a se ... (view full description)

Steve Gilbert

Sr. Vice President of Marketing and Business Development
Gates Hudson

Mr. Gilbert brings extensive marketing experience within the multifamily real estate industry, including sales, training, technology, social media, brand reputation, internet advertising, web 2.0 strategies and execution. Prior to joining Gates Hudson, Steve led marketing efforts for Greystar - responsible for marketing, advertising and new business development for 22,000 A/B/C asset class apartment homes in the Northeast Region of the United States, including multiple lease-up communities within some of the nation's most competitive high barrier to entry markets. Prior to joining Greystar, Steve served as Vice President of Marketing and Training for Mission Residential - a boutique real est ... (view full description)

Eric Golubitsky

Institutional Capital Raise
Smartland

Eric’s responsibility is to raise investment capital from a variety of sophisticated and institutional investors to help capitalize on opportunities and fuel the growth and expansion of Smartland. Eric brings 20+ years of entrepreneurial leadership experience. Eric has demonstrated a history of success in many industries including real estate, new construction, SaaS, consumer electronic and eCommerce industries. Eric is professionally skilled in business planning, capital fundraising, customer acquisition, marketing and human capital. Personally, Eric enjoys being a hockey dad, skiing, traveling and spending quality time with his wife and their 3 children.

Adam Gottfried

Vice President - CRE
Roc Capital

Mr. Gottfried is a Vice President of Roc Capital's Commercial Real Estate Group, which he joined in 2018. He is responsible for sourcing, evaluating, structuring, and asset managing opportunistic investments across all commercial property types. Prior to Roc Capital, Mr. Gottfried worked for Arbor Realty Trust's Structured Finance group, and was on the Acquisitions team of Mack Cali. Mr. Gottfried received a B.S. degree in Management from Arizona State University, and an MBA from Baruch College.
 

Billy Haddad

Senior Analyst
Partners Path

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.

Ahmad Hajj

Co-Founder/Managing Principal
Cornerstone Capital

Ahmad M. Hajj is a Co-Founder and Principal of Broadwater Capital, a real estate fund focusing on the purchase and re-development of distressed and underperforming multi-family and retail in Washington, DC. Mr. Hajj co-founded Broadwater Capital in 2010 during the financial crisis. Currently, Broadwater Capital has ownership in approximately 2000 apartment units in Washington DC, Virginia, Maryland and Florida. In 2014, Mr. Hajj also Co-founded Cornerstone Capital a private real estate finance platform. Cornerstone Capital has financed over $150M in real estate and business loans in the Mid-Atlantic. Mr. Hajj is a native of Baltimore and a graduate of the McDonogh School, where he was ... (view full description)

Dan Handford

Managing Partner
PassiveInvesting.com

Dan is a managing partner with PassiveInvesting.com. He and his wife, Dennae, along with their 4 children (3 girls and a boy), reside in Columbia, SC.
 
Dan has an extensive successful background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic and sports medicine clinics located in South Carolina.
 
He is the founder of the Multifamily Investor Nation where he educates a nationwide group (14,000+ members) of multifamily investors on how to properly invest in multifamily assets.
 

Jason Harris

President
Harris Investment Group

Jason is the founder and president of Harris Investment Group. With offices in Lindon, UT and Kansas City, MO, Harris Investment and Property Management Group offers private real estate investment holdings and partnerships to individual investors as well as proven property management services. Jason and his team specialize in value-add opportunities and the repositioning of B and C assets. Most of their portfolio have Fannie or Freddie loans in place, though some circumstances have required a bridge loan for the initial rehab and repositioning to get them through to refinance.  Jason's experience and major focus has been value add commercial and multifamily assets. Harris Investment Group ho ... (view full description)

Nick Hathaway

Partner | Director of Development
Hathaway Development

Nick Hathaway joined Hathaway Development Partners in 2007 after working in multi-family brokerage for multiple years. During that time, he was responsible for underwriting, market analysis and financial analysis, within a team that focused on institutional grade multi-family transactions at Marcus and Millichap. Nick then went on to close approximately $80M worth of multi-family assets as a standalone agent. Nick has also represented principals in land acquisitions of a broker. Nick Hathaway attended NYU and Kennesaw State University with a focus on Business Management and Economics. While working at Hathaway Development as Director of Development Nick worked with the development team to le ... (view full description)

Chris Herndon

Co-Founder
The Guild

Chris Herndon is a real estate tech entrepreneur. As the co-founder of Apartment List, he built a platform that connects renters with apartment listings through an online marketplace. Chris started his real estate career at Goldman Sachs working for the Whitehall funds. With a background in tech, he’s focused on bringing guest experience to the forefront of The Guild through a seamless booking engine and guest mobile app. Chris spends his free time escaping the heat in Austin’s various lakes and spring-fed pools with his family.
 

Diego Hodara

Founder & CEO
Titanium Realty Group

Diego Hodara has over 20 years of experience in market research, acquisition, strategic development, financing, design, construction and property management. He has been involved in several projects including ground-up and rehabilitation developments not only in the U.S.A. but also in Latin America. In 2006, he founded Titanium Realty Group. Since then, he has built a strong network of brokers, lenders, owners and property managers which facilitate property acquisitions and re-positions. Currently, Titanium Realty Group has more than 400 units under development. In 2008 he created a strategic alliance with WDesigne, a millwork and construction company licensed and ins ... (view full description)

Timothy Hogan

President
Hogan Companies

Timothy Hogan is a 20-year veteran of the real estate industry, with specialized experience in financing, acquisition and disposition, and the redevelopment and repositioning of land assets.  Founded in 1985, Hogan celebrated its 30th year in business in 2015, and is known as the pre-eminent land consulting, advisory, and brokerage firm in the State of Maryland.    In addition to his responsibilities as President, Mr. Hogan manages Hogan’s land investment platform where Hogan acquires and develops for its own account and on behalf of its investors.  Mr. Hogan supervises all land transactions, land acquisition and assemblage, supervision of zoning and entitlements, engi ... (view full description)

Jill Homan

President
Javelin 19 Investments

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm with more than $155 million in investments and transactions and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling over $400 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program ... (view full description)

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)

Benjamin Inman

Managing Member
Inman Equities

Originally from Nashville, TN, I have over 15 years of experience working in many facets of the Real Estate Industry. I am the Managing Member, INMAN EQUITIES, LLC / EQUIS Residential LLC based in Nashville, TN.  INMAN EQUITIES, LLC is a privately held real estate investment company with offices in Nashville, TN and Atlanta, GA., is focused on the acquisition and management of quality income producing multifamily properties within strategic growth markets throughout the Southeastern United States. INMAN EQUITIES, LLC was established by Benjamin Inman initially as EQUIS Residential, LLC in West Palm Beach, FL while overseeing the Real Estate Portfolios and Acquisitions and Disposi ... (view full description)

Olga Iskender

Director of Asset Management
Eastham Capital

Olga Iskender is a multifamily real estate junkie who hopes to never recover. During her 12 years in the industry, Olga has held positions in asset management, operations, portfolio management and acquisitions.  Olga joined Eastham Capital, a private equity real estate firm as the Director of Asset Management almost 5 years ago and is currently overseeing 50 properties (~10,000 units). Eastham Capital’s mission is to provide investors with superior risk-adjusted returns through investments in distressed multifamily residential real estate. Eastham Capital is currently investing a $215 million Fund (Fund V). 

Douglas Jarrett

Partner
Keller and Heckman

Douglas Jarrett is a partner in the Washington, D.C. law firm Keller and Heckman LLP. His practice is focused on telecommunications regulation and transactions.  Douglas represents MDU owners, developers and venue operators in negotiating access and marketing agreements with broadband services providers and with the major wireless carriers for in-building wireless connectivity and rooftop leases.   He also represents MDUs before the Federal Communications Commission. He represents associations, major corporations and entrepreneurs before the FCC on policy making, licensing, and enforcement matters and leverages this expertise and his industry insights in representing clients in in negotiatin ... (view full description)

Mickey Kropf

CEO
Vector Travel

Mickey Kropf is the Co-Founder and CEO of Vector Travel, Inc, a tech-enabled multifamily short term rental fee management company. Prior to Vector Travel, Mickey co-founded and led growth at Rented.com, a short-term rental marketplace connecting landlords with short-term rental management companies. Mickey has a background in commercial real estate development and finance. Mickey is a graduate of Harvard College and a washout of the Detroit Tigers organization.

Timothy Lee

Principal
Signet Partners

Tim is Senior Vice President at Signet Partners and Principal of Blue Spruce Opportunity Fund, LP, a new OZ fund focused on Colorado regional commercial real estate.  He is a financial industry veteran with over 20 years’ experience in the intersection between capital markets, fund management, and public policy.   He has been an executive at leading Wall Street and private equity firms, as well as a senior policy official at the US Treasury Department’s Troubled Asset Relief Program and the Federal Housing Finance Agency.  His areas of focus include fund management, structured finance, municipal finance, federal credit programs, public policy and regulatory analysis, mortgag ... (view full description)

George Lintz

President
Bellaire Partners LLC

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

Patrick Long

Managing Director
River Oak Risk

 Patrick Long helps Apartment owners and managers understand that their current Tenant Liability (aka Renters Insurance) Programs could be greatly improved. There are 5 winners when companies switch from their status quo programs to a captive:   Tenants are happy to avoid buying more insurance- especially at signings and renewals. Community Managers are happy to focus on Tenants- and not chasing certificates. Property Managers are happy that claims are handled quickly without hassles. Risk Managers are happy to finally reach 100% coverage. Owners are thrilled with $100 per unit per year in new Profits!   Patrick has been ... (view full description)

Eddie Lorin

Co-Founder
Alliant Strategic Investment Funds

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

Andrew Lucas

Director of Capital Markets
Trion Properties

Andrew Lucas sources new investors and manages invstor investor relations at Trion Investors, Inc. Trion is a private equity investment company which acquires opportunistic real estate investments that need moderate to heavy rehab on a mid to long term investment horizon. Trion maximizes investor returns by increasing net operating income throughout the holding period through a hands-on management style of heavy renovation and aggressive lease-up. Since its inception in 2005, Trion has acquired over $450 million of real estate and generated internal rates of return in excess of 30%. Andrew has extensive experience in finance, investor relations, and both commercial and residentia ... (view full description)

Lee Marsteller

Managing Member
Cole Group LLC

Lee Marsteller is the managing member and CEO of Cole Group, LLC, and several other construction and real estate development related entities which are all based in the Washington, DC marketplace. Lee is a pioneer in the Sustainable Building Technologies design and construction field in the US and has been producing sustainable structures and buildings since 1995.   Prior to Lee’s entry into the Sustainable Building arena in 1990s, Lee started and continues to own and manage an Agency Based - Construction and Management firm which specializes in Multi-Family and Hospitality projects throughout the US, completing new and retrofit construction projects for clients such as Marriott, ... (view full description)

Brett Meringoff

Senior Vice President
WinnDevelopment

As Senior Vice President, Brett Meringoff is responsible for the company’s Mid-Atlantic affordable housing development and asset management activities, as well as its market rate investments.  Under Brett’s leadership, affordable housing projects completed, entitled and in development total more than 4,900 units in 12 projects.  Brett also oversees investments for WinnDevelopment in market rate multifamily properties across the country that include value add acquisition, workforce housing and mixed-income housing.  Prior to joining Winn, Brett founded BEM Companies LLC and BEM Consulting LLC (“BEM”) in 2009, a Virginia-based real estate organization that specializes in affordable housi ... (view full description)

Michael Miller

Chief Marketing and Production Officer
5 Arch

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

Noah Miller

Vice President of Acquisitions & Finance
Pensam Residential

Noah Miller serves as Vice President of Acquisitions & Finance for Pensam Residential where he leads the origination of acquisitions, preferred equity, and bridge loans across the multifamily sector. Noah has overseen the acquisition of over 7,000 apartment units and over $1 billion of debt origination.   Noah is a frequent speaker across the country as both a panelist and moderator on topics including private equity, investing, and lending and sits on the board of the Miami YJP Real Estate division. Prior to joining Pensam in 2013, Noah’s diverse background included working at the United States Capitol, Marcus & Millichap, and Equity Residential. Noah graduated from the ... (view full description)

Paul Moore

Founder & Managing Director
Wellings Capital

After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm  five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight. Paul later entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful ... (view full description)

Derek Olszanowski

Vice President-Asset Management
Chesapeake Realty Partners

Derek Olszanowski, Vice President-Asset Management, has over 15 years of experience in multi-family operations and is responsible for overseeing the daily operations of the residential portfolio for Chesapeake Realty Partners.  At CRP, Mr. Olszanowski has been responsible for nearly $1B of assets, including disposition of over $500M of multi-family property.  Prior to joining CRP, he served as the Corporate Trainer, among other roles for Bozzuto Management and was a Regional Property Manager with The Dolben Company.  He earned a BS in Education from the Indiana University of Pennsylvania.

Mark Pearson

General Counsel
Nitya Capital

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

Michael Pedulla

Managing Director
Cityline Partners

Michael Poolin

President
NY Capital Development, LLC

Michael Poolin, a private real estate investor and lender, founded NY Capital Development (NYCAPDEV) in 2017.  NYCAPDEV focuses on real estate opportunities in all asset classes and invests/ partners/ funds sophisticated local operators.  We can provide the insight and expertise to restructure and reposition deals and make them actionable in today's marketplace. Some of our recent highlights include the acquisition, self-financing, repurposing, and repositioning of multifamily assets and SFR portfolios in the NYC boroughs of Brooklyn, Queens, the Bronx, Nassau County NY, California, and Nevada.
 

Jay Rawls

Director of Multifamily
Lat Purser & Associates

Jay serves as Director of My Niche, the multifamily division of the Charlotte, NC-based firm, Lat Purser & Associates (LPA). LPA focuses on multifamily development, acquisitions, and management. In his role, Jay oversees property operations for approximately 30 communities in the Southeast and assists with operational underwriting, due diligence, and asset management on ground up development and value add deals. He also manages relationships with a growing number of third-party owner clients. Prior to My Niche, Jay managed multifamily portfolios for Palm Beach Gardens, FL-based developer, Ram Realty, as well as Philadelphia-based PRG Real Estate, before leading the retail property manage ... (view full description)

Matt Reilly

Head of Acquisitions
Stonecrest Financial

John Ryan

Chief Revenue Officer
Genesis Capital

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings, LLC

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

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)

Jesse Shemesh

Portfolio Manager
Point Acquistions LLC

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

Dave Sherbal

Principal
Heschel Asset Management

Heschel Asset Management is a full service asset management firm. The Principals of Heschel Asset Management have over twenty eight years experience in all real estate product types, with a specialty in multifamily product. Heschel Asset Management can help in all phases in the life cycle of an investment; - Acquisition underwriting and due diligence - Rehabilitation budgeting and oversight - Property and asset management, lease ups, turnarounds and re-positioning - Capital transactions, Re-financings and dispositions - Corporate support services, accounting, risk management, purchasing and negotiating ancillary services - Plug and play interim ... (view full description)

Andrew Shook

Head of Commercial Real Estate Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

Raphael Sidelsky

Chief Investment Officer-Real Estate
w5

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Zurich.  Established in 2009, W5 Group is Ralph Winter’s family office. After successfully building the European real estate business of a large US private equity firm, Mr. Winter founded Corestate Capital in 2006, which has become one of the leading listed European real estate investment managers with EUR 25 billion of AUM. In the real estate space, W5 Group invests across all real estate asset classes and capital structures (equity and debt) in both entity level, joint venture and direct investments in the US and Europe. Current investment areas include co-living (W5 is a significant ... (view full description)

Eric Silverman

Founder & Managing Director
Eastham Capital

Eric S. Silverman.  Mr. Silverman is a Founder and Managing Partner of Eastham Capital, a private real estate investment business based in Boca Raton, FL. Eastham Capital launched its first fund in 2007, and its fifth fund in 2017. Eastham Capital invests in multifamily properties sourced and managed by a diverse network of local and regional real estate owners and operators who have established successful track records of acquisition, renovation, management and disposition of distressed real estate assets. We strive to achieve superior-risk adjusted returns for our investors through the revitalization of distressed residential real estate. WE FIX PROPERTIES, NOT NE ... (view full description)

Peter Stuart

Managing Partner
Outlier Realty Capital

Peter Stuart is the managing partner of outlier Realty Capital, a multi-strategy firm that invests in spaces that meet the changing needs of people and communities. Over the past five years, outlier has grown its portfolio to over 700 units, more than $150 million in development projects, and over 750,000 square feet across our value-add, opportunistic development, and co-living strategies. (outlier developed the first co-living building in Washington, D.C.) At outlier, our team identifies, acquires, and improves underutilized assets to create and maximize value for investors, tenants, and communities.

Isaak Volodarsky

CEO
Brookfall Group

After a successful career as a hedge fund trader at Trillium Capital, Isaak Volodarsky learned about the Northeastern Ohio real estate market while seeking out mineral rights for purchase in the area.  He noticed that while prices for multifamily assets in the area had not appreciated much since the throes of the Great Recession, occupancy and rents had increased substantially over the same time period.   In 2012 he purchased Ravenna--a small property with 7 units—at a cap rate of 14% and 100% occupancy.  Through this property, Isaak began assembling the management, maintenance & leasing teams that have propelled him to far greater successes in the Ohio real estate market. ... (view full description)

Noah Weiss

VP of Real Estate Investments & Managing Director
Domio

Noah is the head of Real Estate Investments at Domio, a luxury apartment-hotel company revolutionizing how friends, families, and business colleagues travel. Before Domio, Noah was a Director of Acquisitions at Angelo Gordon, a $32 billion AUM alternative investment manager. Noah was responsible for originating, underwriting, and structuring real estate transactions in North America and Western Europe as part of the firm’s $1 billion net lease real estate fund. Prior to Angelo Gordon, Noah worked for Bank of Texas (BOK Financial), where he originated, underwrote, and closed commercial real estate loans as well as co-launched the bank’s national seniors housing lending platform. Prior to Bank ... (view full description)

Matt Wexler

Co-Founder & Managing Partner
Foxhall Partners

Matt Wexler is the co-founder and Managing Partner of Foxhall Partners, which he and his partners organized in 2010.  Mr. Wexler oversees Foxhall’s acquisition activities, asset management, including the day-to-day oversight of Foxhall’s hotel portfolio, and debt and equity relationships.  Mr. Wexler has over eighteen years of experience in commercial real estate acquisitions, joint ventures and mixed-use development in the Washington, DC market.   Previously, Mr. Wexler was Vice President of Investments at the Bethesda, MD office of CIM Group.  Mr. Wexler also served as a Senior Investment Analyst for The JBG Companies (now JBG Smith), a Chevy Chase, MD-based developmen ... (view full description)

Holly Williams

Founder & CEO
Keepmore

MQ Ventures works with the best syndicators in the business to bring passive real estate investment opportunities to accredited and sophisticated investors.  To date, MQ Ventures has co-syndicated over 15 multifamily apartment communities,  encompassing over 3500 units with a combined valuation of over $350 million.  Holly Williams, principal of MQ Ventures, has been a real estate investor for over 20 years.  Her active real estate portfolio includes rental apartments in Brooklyn, NY, single-family homes in the New Orleans, LA Region and Upstate New York, and passive investments in Ohio, Texas, Tennessee, Florida, and South Carolina. She holds a BA and an MA in Advertising Communicatio ... (view full description)

Patrick Winters

Principal, Design Director
Nadel Architects, Inc.

Patrick Winters, AIA is a Principal and Owner at Nadel Incorporated, an award-winning Los Angeles architecture firm.   A graduate of UC Berkeley, Patrick has over 35 years of professional experience working with leading clients in the public and private sectors. Patrick has worked on numerous projects in cities throughout the United States, as well as internationally, particularly in the Middle East and Africa.   Skilled in all aspects of project conceptualization, organization and presentation, and having in-depth understanding of technical fundamentals and construction practices, he is able to effectively serve clients with complex projects and requirements.  Patric ... (view full description)

Jared Zeisler

Partner
Capital Solutions, Inc.

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

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  • Events & Conferences

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    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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