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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)

Allison Ambrose


Allison Ambrose is the founder and CEO of Arg Realty & Property Management Services LLC. She is a seasoned property manager with over 15 years in the industry.  In 2004, she first began as a leasing and marketing specialist in the multi-family sector, Specializing in new builds and lease-ups for various properties throughout the US.  After some time she settled in Atlanta GA where managed over 4,000 units.  In 2013 Allison founded ARG  Realty & Property Management Services.   A full-service property Management Company focused on servicing single-family, multi-family, and short-term rentals.  

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

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

Mike Ballard

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

Demetrios Barnes is the Co-Founder and Chief Operating Officer of SmartRent, where he leads the support, marketing, field operations, and account services teams. With over a decade of experience in property management operations, he is passionate about helping owners and operators understand the innovations technology can produce, while forging strong interpersonal relationships and thought leadership.Prior to co-founding SmartRent, he was Vice President of Technology for Colony Starwood Homes, Previously, Mr. Barnes was Director of Property Managem ... (view full description)

Ben Beggs

Managing Director

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

John Bennett

Managing Partner
Windcrest Investments

John Bennett is a Manaing Partner of Windcrest Investments. Windcrest provides investment opportunities directly into commercial real estate, particularly Multifamily, to select investors. We look for strategic value add and new development opportunities in communities experiencing growth and limited supply. Between the principals we have over 40 years of experience in virtually every facet of commercial and residential real estate. John oversees the sourcing, acquisition, funding and development of the companies investments while maintaining the role of investor relations as well. Prior to Windcrest John served as Executive Consult to Ambling Property Investment ... (view full description)

Sasha Bernier

Managing Partner
Hestia Holdings

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

Michael Boggiano

Direct of Multifamily Originations
Lending One

Jeremy Borak

TBM Multifamily

Jeremy Borak is a partner with Tanner, Ballew and Maloof and a founding member of Multifamily Risk Advisors. He graduated from the University of Georgia in 1997 with a Risk Management degree. Jeremy is an Accredited Advisor in Insurance and specializes in business development and sophisticated insurance program design and implementation.   Jeremy has a diverse client base with a focus in the real estate industry, primarily multifamily.  Jeremy is known for designing complex and time sensitive programs.

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states. Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10-year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 30 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct le ... (view full description)

Chad Burkhardt

Managing Director
CenterSquare Investment Management

Mr. Burkhardt serves as a Senior Vice President in the Acquisition Group of CenterSquare Investment Management. He is responsible for the sourcing, underwriting and closing of acquisitions in the eastern region of the United States. Mr. Burkhardt brings 12 years of experience in real estate principal investing. Prior to joining CenterSquare, he served as a Director of Blackpoint Partners, where he led evaluation, underwriting, and execution of prospective acquisitions. Previously, Mr. Burkhardt was a Vice President at D.E. Shaw & Co., a multi-strategy hedge fund based in New York. Mr. Burkhardt oversaw commercial real estate acquisitions, which included the purchase of senior and subordi ... (view full description)

Jay Clark

Southeast Capital Companies

Jay is Founder & CEO of SEC. Jay began his professional career in public accounting and later founded Apartment Realty Advisors (“ARA”), a real estate brokerage firm, in 1993. After successfully selling ARA, Jay focused exclusively on SEC with initial inves ... (view full description)

Matthew Clark

Vice President
Stealth Monitoring

Matthew Clark is the Vice President for the Commercial Real Estate vertical for Stealth Monitoring, working closely with the outside Stealth team all throughout North America.  Stealth specializes in proactive and intelligent video monitoring technology for high motion environments such as multi-family communities, shopping centers and office space.   Matthew has worked in the multi-family space for over 15 years as an advocate for his business partners brand, reputation, NOI and asset value.

JC Clemens

MD, Chief Production Officer
Flagship Capital Partners

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

Donny Cohen

PrivCap Companies

George Connell

Founding Partner
Castlegate Property Group

George Connell graduated from the University of Georgia with a BBA in Risk Management and Insurance.  He started his career at Marsh & McLennan prior to returning to graduate business school at the University of Texas where he graduated with a MBA with a concentration in Real Estate Finance and Entrepreneurship.   Upon graduation from Texas, George joined Archer, an Atlanta real estate company concentrating on middle market single and multi-family housing as well as hotels in growth and niche markets.    In 2014, George established Castlegate Property Group with Frederic Dawson to focus exclusively on middle market multi-family rental housing.  To date, Cas ... (view full description)

Andrew Cushman

Vantage Point Acquisitions

Andrew Cushman has a BS in Chemical Engineering from Texas A&M University. After graduation, Andrew worked for a large food company for 7 years in a variety of supervisory positions.  During that time, Andrew (joined by his wife in 2004) experimented with a variety of businesses in the hopes of making the jump from W-2 employee to entrepreneur.  In 2007 Andrew discovered house flipping and left his corporate position to start a business in real estate investment. Starting off with single family properties in the depths of the recession, Andrew completed 24 single family flips (purchase, rehab, sell), all of which were very profitable. In 2011 Andrew transitioned to the acquisition and re ... (view full description)

Sheri Davis

Highland Commercial Mortgage, LLC

Sheri Davis is Senior Vice President at Highland Commercial Mortgage and joined the team in 2012. She originates and underwrites loans for new construction, substantial rehabilitation, acquisition and refinance for multifamily and healthcare FHA-insured transactions. This also includes both affordable and market rate properties. Sheri began her career in the multifamily and healthcare industry in 2003. Prior to joining Highland, she served as Senior Underwriter and Loan Officer for Prudential Huntoon Paige for five years. Before that, Sheri worked on the FHA underwriting team for Collateral Mortgage Capital, a Birmingham-based commercial banking firm. Sheri received a BA in Mathe ... (view full description)

Frank DeFilippis

General Manager- Custom Integration

Manage a small team of Strategic Account Managers who work with Multi-family properties and Pro AV designers nationwide.

Teresa DeVos

Executive Vice President
RKW Residential

Teresa DeVos is the Executive Vice President for RKW Residential. Working from the Atlanta Regional office, she is responsible for the oversight and strategy of RKW's market expansion and all property operations with a focus on asset profitability for each client. Teresa directs the execution of all property management programs and best practices while also serving as the lead for client relations in Georgia and surrounding area markets. Teresa is a tenured real estate professional with a variety of experience across investment types, specializing in multifamily property operations as well as asset and portfolio investment management. Prior to joining RKW Residential she led the proper ... (view full description)

Ian Djuric

Managing Member
Djuric Family Office

Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

Brett Duke joined Atlantic | Pacific Real Estate Group in 2012 and has nearly 20 years of real estate experience in acquisitions, asset management, development, and investment sales. Mr. Duke oversees A|P’s Investment Management platform where he is responsible for its market-rate portfolio’s performance, construction/renovation programs, and investor relations.  Mr. Duke is a graduate of the University of Georgia with a B.B.A. in finance.

Steve Firestone

Crown Bay Group LLC

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

Justin Ford

Pax Properties, LLC

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

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)

Dean Fung-A-Wing


From a background in the residential & commercial real estate finance industry through the 08 market crash, Dean has built a luxury home service company with over 20k customers in metro Atlanta, which led him to the challenge of solving a customer need that created what is now his latest venture, Kairos. It's a digital water technology company focused on asset protection and water conservation through a patented system for sub-metering and leak detection. Having personally witnessed the aftermath of over 3,000 water damage cases and working closely with insurance providers lends to a unique perspective on exactly why 14,000 water damage claims are filed daily.  Planning for the unp ... (view full description)

Michael Fusco

Chief Executive Officer

Licensed as a public adjuster since 1979, Michael Fusco, CEO of Ironclaim, has been considered worldwide as one of the leaders of the public adjusting industry, specializing in the preparation and presentation of complex commercial insurance claims for governments, institutions, and businesses. Michael has been hired by numerous municipal and state entities, including the state of Mississippi, the British Virgin Islands Ports Authority, Airport Authority, Power Authority, Hospital, and Social Security Board, as well as Grady Hospital, the fifth-largest public hospital in the United States. Michael specializes in designing strategic solutions inside the terms and conditions of a policy to ass ... (view full description)

Melanie Gersper

Chief Operating Officer

Melanie is currently responsible for the oversight of asset management, acquisitions, dispositions and various other matters at ACRE. Her work has included operating large portfolios of owned and fee-managed assets – both stabilized and new development – in several markets. Previous positions include COO at CFLane, Senior Vice President of Operations at Bell Partners, President of Operations for Cortland Partners and Regional Vice President of Lane Company. Earlier accomplishments include serving as Regional Manager, as well as in other capacities for Gables Residential, which was then a publicly-traded REIT. Melanie earned her Bachelor's degree in Business Administration from Bowling Green ... (view full description)

Steven Gesis


Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Aaron Gorin

Cedar Grove Capital LLC

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

Adam Gottfried

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.

Ryan Gray

Senior Vice President of Investments
Carter Multifamily

Sam Greenblatt

Electra Capital

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)

Philip Head


Focused on booming multifamily real estate sector Real estate private equity funds, syndicators, developers, investors, and owner-operators involved in the multifamily real estate sector rely on Philip Head for counsel in transactional matters. Negotiating the complex joint ventures and multi-tiered ownership structures necessary for sophisticated acquisition and financing vehicles, Philip has closed apartment acquisitions, dispositions, and re-financings with an aggregate value in excess of $1.5 billion. Philip has guided borrowers through the intricacies of financing multifamily properties through the: Freddie Mac Seller Services Program ... (view full description)

Thomas Henry

Director of Investments
StoneRiver Company

Thomas Henry is the Director of Investments at StoneRiver Company, a Birmingham based investment firm that specializes in multifamily real estate throughout the Southeast. Thomas is responsible for the sourcing, acquisition, and business plan development of the company’s real estate investments. Thomas graduated from Coastal Carolina University with a bachelor’s degree in Finance and received his Master’s in Real Estate from Georgetown University.

Marcus Higgins


Proven executive with 15 years of experience as a CEO/COO/CRO/VP specializing in hyper-scaling businesses while maintaining profitability across tech, real estate, hospitality, and manufacturing industries. Motivated with an entrepreneurial customer centric approach to build companies from the ground up, lead turnarounds, execute rollups, and rapidly scale venture and private equity backed businesses. A liquidity-oriented executive who has acquired 21 businesses, sold eight firms to strategic and institutional buyers and co-led venture fund raising of $150 MM. Passionate about making every aspect of life fun, turning mundane tasks into competition and ensuring all stakeholders in ... (view full description)

Jill Homan

Javelin 19

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions and development totaling over $500 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. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the ... (view full description)

Lisa R. Hurd

Chief Investment Officer
The RADCO Companies

Lisa R. Hurd serves as Executive Vice President at Atlanta-based real estate investment and development firm The RADCO Companies. As the co-head of the RADCO Investment division, Lisa oversees Capital Markets, Asset Management, and Dispositions for the firm. Lisa’s team structures and raises private equity capital, sources creative and accretive debt, manages investment performance, debt, and investor relations for all assets under management, and oversees dispositions activity within RADCO’s multifamily, JV equity, and hotel portfolio. Lisa has spent her entire career at RADCO and has held multiple roles within the firm during its unprecedented growth following The Great Recessi ... (view full description)

John Isakson

Chief Financial Officer
Preferred Apartment Communities

John Isakson, Chief Financial Officer of Preferred Apartment Communities (PAC), has spent his entire professional career in the real estate industry.  He has a broad depth of knowledge on both the private and institutional side of the industry in acquisitions, dispositions, finance and asset management.    Prior to his role at PAC, John was a founding partner with John Williams in starting Williams Asset Management (WAM) in January 2006.  WAM was an investment and asset management firm that ran a private equity fund from 2006 to 2013.  Isakson also served as CEO of Tarpon Development, LLC – a company he co-founded in 1999.  Prior to starting Tarpon Development, Isakson served as ... (view full description)

Cristina Istrate

Asset Manager

Cristina Istrate leads the firm’s multifamily asset management efforts in Atlanta, GA. In her role, Cristina is responsible for asset strategy and business plan execution to maximize performance for FCP’s investments. With over 10 years of experience in the real estate industry, Cristina brings a wealth of knowledge focused on value-add and revenue growth, property management, creative marketing strategies, and development of highly effective teams. Cristina has several industry certifications and awards and is an active member of the National Apartment Association and Institute of Real Estate Management. She is a graduate of the Technical University of Moldova.

James Kelly


James Kelly is a Director at Lument and is based in Atlanta, where he finances multifamily properties through the company's Freddie Mac, Fannie Mae, and HUD/FHA platforms.  James also provides multifamily financing with Lument's balance sheet products, which includes bridge, construction, and mezzanine loans. Before joining Lument in 2010, James valued loan portfolios, failed bank assets, and distressed banks on behalf of private institutional investors seeking acquisitions. Prior to that, he was a Senior Production Associate at CW Capital. James earned a bachelor’s in finance from Virginia Tech. He is an active member of the Real Estate Group of Atlanta and the Real Estate Inves ... (view full description)

Mickey Kropf

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, 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.

Randy Lawrence

Prosperity Capital Partners

Randy Lawrence is known as a veteran real estate investor with decades of experience with single- and multi-family properties as well as a transformational community leader and church founder. After receiving a degree in Finance with a minor in Economics, Randy began his career as a traditional wealth manager. Randy understands finance and investing strategies in the broadest sense. Randy previously held Series 7 and 65 licenses from the National Association of Securities Dealers as a Securities Dealer and Registered Investment Advisor. Randy worked in the Money Management sector for fifteen years and owned his own company which he sold in 2006. Ultimately Randy determined that r ... (view full description)

Saul Levy

Managing Partner
PIA Residential

PIA Residential is a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast.  Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Levy heads PIA’s Institutional Multifamil ... (view full description)

Art Lieb

Managing Partner
Provence Real Estate, LLC

Art Lieb came to work at Provence Real Estate in 2010 as the Director of Operations. In 2013, he was promoted to Managing Partner.  In this capacity, Art oversees the entire property management operations including leasing, marketing, maintenance, financial performance, reporting, human resources, IT, and investor relations. Provence Real Estate was formed in 2009 as a true third-party multifamily property management firm. Starting out with four properties, we have experienced explosive growth over the past few years. Today, we manage 30 properties in 10 states, totaling over 7,500 units.  Our clients know that we provide a unique service platform: TRUE third-party apartment prop ... (view full description)

Matt Lineberger

Regional Sales Manager – East
Lima one Capital

Matt Lineberger currently serves as Lima One Capital’s regional sales manager with his office and primary focus in Atlanta and the southeastern region of the United States.   He and his team are responsible for originating loans for the company and the overall sales growth of the territory.   Lima One Capital works with investors all over the country to provide funding for commercial and residential projects.   Matt is a native of the Atlanta area and a graduate of the University of Georgia.   He has been in the real estate industry for over 18 years and brings a diverse real estate background to the team.    Prior to joining Lima one 8 years ago, he spent the bulk of his career with a ... (view full description)

Andrew Lucas

Managing Director-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 $1 billion 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 residential ... (view full description)

Steven Ludwig

Coastline Real Estate Advisors, Inc.

Mr. Ludwig is the co-founder and President of Coastline Real Estate Advisors, Inc. a full service, California real estate investment and management firm focused on multifamily and industrial properties.  To date, the firm and its affiliates have acquired assets with total costs exceeding $1.5 billion, and focus on value-add and land entitlement/development investments.  Currently, the firm is entitling 1,100 multifamily units in SoCal.( Mr. Ludwig is also the co-founder of Turnaround Solutions, a CA general contracting firm focused on apartment renovation projects that services over 200 clients (, Tasoro Products, a luxury building materials ... (view full description)

Lino Maldonado


Lino Maldonado is the President and Managing Partner at Behome247, the industry leader in smart home technology, workflow automation and energy management. Lino Joined the team at Behome247 in November 2019 and has been instrumental in leading the charge and development of cutting-edge hospitality, multi-family and real estate solutions. Partnering with leaders in the industry like, Airbnb, Wyndham Vacation Ownership, VRBO and VRM Intel. In his previous role, as VP of Operations for Wyndham Vacation Rentals, he led business development and ownership strategy across North America. He worked for the company for 23 years, beginning his hospitality career in 1996 at Mainsail in Miramar Bea ... (view full description)

Josh Mandell

Gateway Companies

Josh Mandell is the President/COO for The Gateway Companies, an owner/developer/manager of multifamily properties throughout the Southeastern US.  Josh is a graduate of the University of Alabama (B.A.) and Loyola University (New Orleans) School of Law.  Josh serves on the boards of The Alabama Wildlife Federation, and The Eyesight Foundation of Alabama.

Ellen Maxime

Chief Operations Officer
Adcock Properties

Ellen Maxime is a 30+ year veteran in the Multifamily Industry working most of her career in the Alabama, Mississippi and Florida markets.  She currently serves as the Chief Operations Officer for Adcock Properties located in Hattiesburg, MS.  She oversees the full operation of thier Property Management division with nearly 3000 units under management.  Ellen began working in property management just out of college; being employed and  living on site.  She has experiened the industry at nearly every level and can relate to each one in a special and unique way.     Ellen lives in Mobile, AL with her husband of 28 years.  She has two daughters, one in college and one in graduate sc ... (view full description)

Yonatan May

Director of Underwriting
The Battery Group Funding

Tom McDermott

Vice President, Sales

Tom McDermott’s real estate career spans more than two decades as a sales executive for both startups and established businesses. Mr. McDermott has used his expertise to help hundreds of companies gain efficiencies, drive revenue, reduce costs and make better decisions through innovative technology. Mr. McDermott oversees multifamily and national military sales in the Southeast and Mid-Atlantic for Yardi. He has been an active member of IREM, NAA and NMHC at the national level for more than 10 years, and has also been involved with acquisitions, dispositions, M+A and real estate investment.   Mr. McDermott holds a degree in management from Paul Smith’s C ... (view full description)

John Mejia

Providence Investments

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

Adam Meshekow

Chief Growth Officer

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

Clint Miller

VP of Operations - Multifamily Management
Franklin Street Real Estate Services

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

Nizan Mosery

Chief Executive Officer
Cornerstone Investment Partners

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

Zach Murphy

Co-Founder, CIO
Pender Capital

Zach Murphy is the Chief Investment Officer at Pender Capital Management, and brings over 20 years of experience in both commercial real estate finance and capital markets. Mr. Murphy co-founded Pender Capital Management in 2014, and is responsible for the firm’s investment portfolio and strategic growth. The firm is an SEC-registered investment adviser, specialized in U.S. based real estate credit opportunities. 

Nathan Nelson

Senior Vice President
Peak Capital Partners

Nathan Nelson is Senior Vice President at Peak Capital Partners overseeing acquisitions and operations of multi-family assets in select U.S. markets. Prior to joining Peak, Mr. Nelson was Director of Acquisitions for Restore Utah where he led acquisition activities for an institutionally sponsored fund focused on community development and affordable housing preservation initiatives. Mr. Nelson’s experience also includes contributing to the real estate investment advisory services for some of the nation’s largest public pension funds at Pension Consulting Alliance. Mr. Nelson began his career in real estate as a multi-family specialist with a leading investment sales firm. He holds a B.A. fro ... (view full description)

Jason Nettles

Managing Director

Jason Nettles joined NorthMarq as Managing Director-Investment Sales in Atlanta office in 2019 to help build the company’s investment sales platform across the Southeast U.S. With nearly 20 years of experience in multifamily transactions and more than $9 billion in transaction volume, he uses his extensive market knowledge of multifamily assets and the ever-changing transaction market to advise clients on capitalization and disposition decisions.   Prior to joining NorthMarq, Jason spent 15 years with HFF, where he specialized in multifamily investments, investment advisory and equity placement.   Jason has an MBA in Finance from Georgia State University, and a Bachel ... (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)

Jason Nieznanski

Senior Sales Manager for Mid-Market Partners

Jason Nieznanski is the Senior Sales Manager for Mid-Market partners working with owners and managers to eliminate the need for cash deposits in renting. In his year at Rhino, he has led his team to bring on hundreds of thousands of units to the platform. Jason brings almost a decade of tech experience to his role at Rhino and truly believes in helping businesses improve their operations through technology.  Jason currently lives in Connecticut and enjoys all things outdoors (golfing, hiking, kayaking) and spending time with his wife and dog in his free time.

Eddy O’Brien

Managing Partner and Co-Founder
Blaze Capital Partners

Eddy O’Brien, CFA is a Co-Founder and Managing Partner of Blaze Capital Partners, a rental housing investment and development firm focusing throughout the Southeast US. Mr. O’Brien is responsible for the strategic growth of the Company and sits on the Investment Committee. In this capacity, he helps oversee all key company activities including the creation of investment strategies, debt and equity capital market activities, acquisitions, development, and asset management.  Prior to co-founding Blaze Capital Partners, Eddy was previously a Managing Director of Investments at Greystar Real Estate Partners where he was actively involved in the creation and capitalization of multiple ... (view full description)

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

For over 15 years, Freddy has worked with hundreds of commercial and residential real estate institutional investors, owners and managers to streamline business operations, improve NOI, mitigate risk, and increase investor returns by leading them through the evaluation and selection of best of class SaaS based technology solutions. His experience with AvidXchange, Yardi, and RealPage provides a diverse insight wherein he promises to leave you in a better financial position than when you first met. 

Peter Powers

Principal Member, VP of Acquisitions & Asset Management
MPI Family Office

Peter has been with MPI Family Office since inception. Peter is a 2nd Generation member & VP of Acquisitions and Asset Management. As the head of MPI’s real estate efforts, Peter focuses on the procurement of real estate investment opportunities, management of MPI’s current portfolio of $1.25bn of real estate assets, and the development of co-investment relationships.  Since Peter joined MPI Family Office, he has helped pivot MPI’s investment focus towards affordable housing through the development of a LIHTC investing platform and an adaptive reuse platform. These platforms make up $500mm of MPI’s total real estate portfolio. Peter has also worked a ... (view full description)

Norman Radow

The RADCO Companies

Normans vision in establishing RADCO in 1994 was borne out of a life-long passion to combine his love of real estate and people. I wanted to build a special company that would not only promote its own growth and create a unique, supportive work environment, but also make neighborhoods and peoples lives better, says Radow. We care about our people, our residents, our lenders and especially our investors. Normans first project was a redevelopment of a 53-story Atlanta hotel, office and condominium tower in distress, which later became the Four Seasons Hotel. It was this project that solidified his and RADCOs sterling reputation. Twenty years and dozens of successful projects later, RADCO ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings

Jeramy Ragsdale

Thrive Senior Living

Todd Robinson

Robinson Franzman LLP

Todd Robinson is a founding partner of Robinson Franzman, LLP, a boutique corporate and commercial real estate law firm serving clients across the United States as counsel for multifamily acquisitions and development, commercial real estate finance, private equity, financial services, commercial real estate development and investment. With a focus on practice areas such as multifamily finance transactions and syndications, commercial real estate development, commercial lending, and general corporate and business law, Todd is able to provide a full suite of legal services to clients from all sides of the deal – whether buying, selling, or financing.  Todd also specializes in structuring and n ... (view full description)

Chris Salerno

QC Capital

By the time he was 24, company principal Chris Salerno had sold more than 40mm in real estate volume and helped lead the #1 real estate team in the Carolinas to produce more than 140mm in annual sales. Named to Charlotte’s 30 under 30, Elite 50 entrepreneurs, Elite 50 30 under 30 entrepreneurs, and nominated for Forbes 30 under 30. ​Chris’ vision has led QC Capital to quickly become a well-respected, high-return investment firm.

Jennifer Sells

VP of Industry Relations

Jen Sells is the VP of Industry Relations at Latchel, an award winning proptech startup company made to help property managers streamline their maintenance operations and increase their annual revenue through a resident amenity program.   Jen has been a part of Latchel since the company was founded in 2017. She moved from the operations department into sales in 2019 and helped scale the company over 400x by sharing with property managers how to maximize their own growth. Prior to joining Latchel, Jen was an asset manager overseeing over 250 luxury apartments and just under 1mil sq ft. in commercial space.In her spare time Jen loves hiking the PNW with her son, husband, and 2 rescue pups, and ... (view full description)

Kristina Simonovich

VP of Operations
33 Realty Management

Kristina is the Associate Broker and VP of Operations for 33 Holdings and 33 Realty Management in Atlanta, GA, her focus is to help investors/landlords feel at ease with their property under management while helping to maximize their return on investment.Kristina has an extensive background in Leasing and Management of Single Family & Multi-Family Real Estate Rental portfolios for Institutions, REIT’s, Owners with 20+ Asset Portfolios while working in her previous role as Director of Property Management for Atlantic Property Management with oversight of 20+ direct reports & 750+ Properties under her management.Kristina ... (view full description)

Tomas Sinisterra

Strategic Properties

A fiscally-conscious and goal-driven business executive, Tomas Sinisterra approaches each new business challenge with creative problem-solving and measured risk-taking to drive consistent top and bottom-line improvements and investor returns. Tomas began his career as a Civil Engineer from the Universidad del Valle in Cali, Colombia, with a Harvard Extension MBA from Universitå Bocconi in Milan Italy and a Diplomat in Top Management from ICESI University.   His expansive career in Real Estate began as a partner in charge of the construction of healthcare facilities for Hospitecnica from 1984 to 1987. He continued his passion for new developments as a partner and CEO of Siaco from 1988 to 20 ... (view full description)

Sheylbe Smith

Asset Manager
Peak Capital Partners

Patrick Summers

Strategic Account Director
Juniper Square

Patrick Summers serves as a Strategic Account Director for Juniper Square. Over his 3 and a half year tenure with Juniper Square he has worked in both business development and sales capacities, partnering with emerging managers as well as many of the largest institutional managers in the country. He partners with managers to revolutionize their LP lifecycle through adopting best in class technology, improving fundraising and investor relations processes in addition to adopting a world-class investor experience.

Kevin Telfer

Managing Director
OMNIA Partners, Multifamily Housing

I have 27 years of experience in the multifamily industry with positions ranging from advertising, online marketing, SAAS sales and Supply Chain Management.  I am currently SVP at PAS Purchasing Solutions, an Omnia Partners company which is the industry’s leading Group Purchasing Organization (GPO) at 800,000 units.  We have a Membership of 140+ multifamily Management companies coast to coast, managing roughly 4,800 garden style communities.  Our average Member saves over $40,000/year for every 1,000 units in their portfolio in categories such as MRO, Flooring, Paint, Pool and Office Supplies.  There is no cost to join our Membership as we are paid by our Supplier Partners. Kevin lives in Da ... (view full description)

Nate Trunfio

Senior Director - Head of Sales
Lima One Capital

Lima One capital is the Nations Premier Private lender for real estate investors of all shapes and sizes.  Our product suite includes financing solutions for fix and flips, SFR new construction, rental properties, rental portfolio's, and multifamily assets. Contact Nate directly to find out how you can obtain the best financing options available.  Bio: Nathan Trunfio has spent his entire career in the lending and real estate industries where he’s had experience as a sales manager, trainer, director of operations, capital markets, credit officer, and is now the Sr. Director of Sales & Marketing at Lima One Capital, a lender offering financing to investors on fix and flip ... (view full description)

Isaak Volodarsky

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)

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 19 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Jason Wise

VP of Acquisitions
The Milestone Group

Jason Wise leads Milestone’s acquisition activities in the Southeastern and Mid-Atlantic United States. He is responsible for identifying, underwriting and negotiating asset and portfolio acquisitions and has been involved in nearly $3 billion of transactions since joining the firm in 2013. Prior to joining Milestone, Mr. Wise was Director of Acquisitions and Dispositions for Centennial Holding Company where he was responsible for the sourcing and underwriting of multifamily transactions throughout the Southeast and Texas. During his time at Centennial, Mr. Wise was involved in approximately $570 million in total transaction volume. Prior to joining Centennial, Mr. Wise was a member of the i ... (view full description)
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 5th Annual Middle-Market Multifamily Forum (Southeast)


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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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    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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