Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

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

Joe Anfuso

CFO
MG Properties

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

Colin Apple

Managing Director
Bridge Investment Group

Colin Apple serves as Managing Director of Acquisitions for Bridge Multifamily Fund Manager LLC. Prior to Bridge, Mr. Apple worked as a Vice President in the Real Estate Investment Group at Starr Insurance Holdings in NYC underwriting both direct and fund real estate investment opportunities in the United States, Europe, South America, and Asia. While at Starr, he invested in over $1 billion of direct real estate investments around the globe and multiple real estate fund strategies including multifamily housing, emerging market development, and distressed debt. Prior to Starr, Mr. Apple worked as an Analyst and Underwriter for the Commercial Mortgage Backed Securities Group at Wells Fargo Ba ... (view full description)

John Azar

EVP, Member Principle
MACC Venture Partners, LLC

  John is the Executive Vice President and Member Principle of MACC Venture Partners and the Capstone Multifamily Group companies where he directs strategic development, capital management and growth for the families of companies. He also oversees alternative financing and investor/portfolio development.  John has a history of pronounced success in investment management, institutional sales and distribution as well as commercial banking and lending.   He was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston specializing in real estate development, and struc ... (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)

Ash Baraghoush

Investment Director
Hanover Financial Company

No biography specified

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)

Irwin Boris

COO
Heritage Capital Group

Irwin is the CIO/COO for Heritage Capital Group, a 3rd Generation Family Office. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (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 25 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct lender, principal, investment banker and advisor in more than $5.0 billion in real estate transactions. Irwin started his ca ... (view full description)

Kim Bunting

COO
River Oak Risk

No biography specified

Jason Buxbaum

Founder
Jevan Capital

Jason Buxbaum, Managing Principal of Jevan:  Jason has over 22 years of commercial real estate experience beginning his career with Federated Management Services and overseeing operations of 300,000 sf of commercial real estate.  In 2005, Jason joined Amercon Realty Services where he was involved in the sale of over $350 million of apartment buildings.  Jason was also an associate for Colrich, a CalPERS partner. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 19 projects and the sale of nine, netting an average of 36% IRR. Jason lives in Phoenix and graduated from Union College, New York with a degree in Econo ... (view full description)

Wah Chen

Founding Partner
InSite Development

No biography specified

Jerry Cohen

Sr. Product Manager
Appfolio

No biography specified

Scott Croul

Senior Managing Director and Head of Multifamily Small Loan Originations
Red Capital Group, LLC

No biography specified

Andrew Cushman

Principal
Vantage Point Acquisition

Andrew Cushman has run real estate investment businesses full time for the past decade. Leaving his corporate engineering job in 2007 just before the Great Recession began, Andrew completed 24 single family transactions (purchase, rehab, sell), all of which earned significant returns for both his business and investors. Sensing another shift in the market, in 2010 Andrew transitioned to the acquisition and repositioning of multifamily properties and has successfully acquired and repositioned 1,796 multifamily units to date. Several of these properties were in more challenging markets and were heavily distressed at acquisition but today are full ... (view full description)

Kevin Deegan

Director
Hunt Real Estate Capital

No biography specified

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the ... (view full description)

Thomas Errath

Senior Vice President-Strategy and Research
Harrison Street Real Estate Capital, LLC

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

Dani Evanson

Managing Director
RMA, Inc.

RMA is a private real estate investment management firm that invests in multiple property types throughout the United States. Align Finance Partners provides mezzanine fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.  Responsibilities and Experience:   Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. (“RMA”). Together with executive management, she co-leads the firms’ strategic direction. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, ... (view full description)

David Eyzenberg

President
Eyzenberg & Company

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is the founder of Eyzenberg LFC, an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.    ... (view full description)

Kathy Fettke

Co-CEO
Real Wealth Network

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

Jerry Fink

Managing Partner
The Bascom Group, LLC

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

Amy Finn Bernier

Customer Account Manager, Multifamily
Fannie Mae

No biography specified

Justin Ford

President
Pax Properties

No biography specified

Paul Fuhrman

Managing Partner
MIRAMAR CAPITAL

No biography specified

David Gaultiere

Sr. Product Manager
Appfolio

No biography specified

Madeleine Gergen

President
AmeriCan Multifamily Alliance Group

No biography specified

Steven Gesis

Executive Vice President
Smartland

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.

Jordan Goforth

Director
Ready Capital

No biography specified

Brian Good

CEO
iBorrow

CEO Brian Good overseas the operations and investments of iBorrow, and serves on its Loan Committee. Brian has been in real estate for over 20 years, first as a corporate real estate transactional attorney and then as an President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for Bisnow and IMN. Currently, he sits on the Board of Advisors for the Ziman Center for Real Estate as part of the Anderson School of Business, the SCGA Golf Foundation, and has served on the Boards of Brentwood School, the Federation of Greater Los Angeles, and the Guard ... (view full description)

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.
 

Robert Gross

Studio Director Multi-Family Division at Nadel Architecture + Planning
Nadel Architects, Inc.

No biography specified

David Hagele

Mayor, City of Healdsburg
President, DLH Realty Capital

David Hagele is the founder & CEO of DLH Realty Capital and Mayor of the City of Healdsburg in Sonoma County, California. Mr. Hagele spent his youth overseas living in Japan before returning to the United States for his high school years in Lincoln, Nebraska.  Following his graduation from Pacific Union College in Angwin, California, Mr. Hagele served as Vice President of a private real estate investment firm active in western U.S. markets, and President of the firms in-house financing, management and leasing company.  In these positions, Mr. Hagele played a key role in the development, growth, leasing and management of over 3 million square feet of assets located throughout ... (view full description)

Jake Harris

Managing Partner
Harris Bay

Mr. Jake Harris is the co-founder and managing partner of Harris Bay a boutique private equity real estate investment firm with experince in operations and assets Arizona, California, Texas, Georgia and North Carolina. Harris Bay operates opportunistic funds, development funds and coming soon a debt fund. Harris Bay is currently looking for financing options for development of high density mixed use projects, sources for distressed or value add SFR sources and large data mining sources.  Mr. Harris handles the day to day operations of the firm. His studies include BS in Entrepreneurship from Rasmussen College, MS in International Real Estate at Florida International U ... (view full description)

Melissa Houston

Head of Business Development
Juniper Square

No biography specified

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)

Lindsay Hyde

Venture Partner
Moderne Ventures

No biography specified

Mike James

Executive Chairman
James Capital Advisors

No biography specified

Charles Jones

Vice President
Hunt Real Estate Capital

Charles Jones is Vice President of Conventional Loan Originations for Hunt Real Estate Capital specializing in the financing of commercial real estate properties across the country.  Prior to joining Hunt Real Estate Capital, Mr. Jones was Production Manager at Sabal Capital Partners where he was responsible for originating multifamily loans for the Freddie Mac Small Balance Loan program nationwide.  Before that, he was a Customer Account Manager with Fannie Mae, where he managed the Agency’s lending relationship with some of the largest publicly traded and privately held multifamily real estate companies in the country.  Prior to Fannie Mae Mr. Jones worked as Investment Manager for CityLin ... (view full description)

Tom Jonsson

Director, Multifamily
James Capital Advisors

No biography specified

Brandon Jurkovich

VP,National Sales Manager
OpenProperty

Brandon Jurkovich has spent the last 14 years introducing new services to the multi-family and single-family rental sectors. His career began at Assurant, Inc. providing insurance and financial related services. In particular, he helped to usher in mandatory renter’s insurance across the nation – taking properties that did not enforce mandatory renter’s insurance to gaining a new profit center. This required a cultural shift for rental property operators; that are now reaping tremendous financial benefits after initial push-back. Following Assurant, Mr. Jurkovich joined Entrata, providing approximately 40 software solutions to rental property operators nationwide to optimize their operations ... (view full description)

Jason Kamen

Director – Real Estate & Partnerships
WhyHotel

Jason Kamen leads the West Coast for WhyHotel as the Director of Real Estate & Partnerships. Based in San Francisco, Jason has been working in real estate development and operations since 2002. Most recently, Jason led the West Coast Ops division of Crescent Heights, a national developer and owner of properties across all asset types. Jason ran all of Crescent Heights’ ground-up development operations with a team of over 150 personnel, focusing on ultra-luxury apartment rentals, including NEMA in San Francisco – a 754-unit project that leased up in 6 months under Jason’s stewardship and has maintained a 95%+ occupancy since stabilizing in 2013; as well as Ten Thousand in Beverly Hills wi ... (view full description)

Jon Krebbs

Managing Partner
The Multifamily Group

Jon began his career in real estate in 2005, purchasing and renovating several multifamily properties while attending college. Since then, he has been involved in the brokerage, management, development, and construction of multifamily and single family assets across Texas and Oklahoma. Prior to forming The Multifamily Group, Jon was a top producer at Sperry Van Ness and at the Henry S. Miller Company. Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With 13 years of real estate experience and an abundance of industry contacts, Jon analyzes each assignment carefully and ... (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.

Jared Lazarus

Managing Director
Oaktree Capital MGMT LLC

Jared Lazarus is a Managing Director for Oaktree Capital Management’s Real Estate Group.  Since 2011, he has been responsible for sourcing, evaluating, executing and managing opportunistic and core-plus opportunities across all property types, primarily on the west coast.  Prior to Oaktree, Mr. Lazarus worked as an Assistant Vice President for Canyon Partners focusing on the Canyon-Johnson Urban Funds, where he underwrote, structured and closed joint venture investments totaling in excess of $1 billion in assets across all property sectors.  Prior to Canyon, Mr. Lazarus worked as an analyst for Credit Suisse’s real estate private equity group, DLJ Real Estate Capital Partners.  Mr. Lazarus r ... (view full description)

Robert Lee

Co-Founder and Managing Principal
The Beverly Park Group

e Beverly Park Group is a private capital-family office that invests in niche product types as active investors including value-add/workforce multi-family, student housing, self-storage, medical office, manufactured housing and mixed-use redevelopment. BPG is opportunistic/Value-add focused and will consider co-investment with other GP's as Co-investors. BPG does not invest into funds. The geographic focus is the sun-belt from CA to North Carolina and south of that line. We also will look at west coast and north west to Colorado opportunities.  BPG uses private capital through the family office to invest into GP positions and works with larger capital partners where needed due to long standi ... (view full description)

Matthew Levy

VP, Investments
The Laramar Group, LLC

Mr. Levy is the Vice President of Investments for The Laramar Group and is responsible for acquisitions and asset management throughout the western United States with a primary focus on California markets.  Mr. Levy joined Laramar after 6 years as Vice President of Acquisitions & Development at Frost/Chaddock Developers, LLC, a Los Angeles based multi-family investment, development and management company where he was responsible for all aspects of acquisitions, feasibility, design development, entitlements and structured financing.  Prior to joining Frost/Chaddock, Mr. Levy was the Acquisitions & Project Manager for Beverly Hills based Casden Properties, LLC.  At Casden, Mr. Levy was ... (view full description)

Mark Limpert

Principal
Orion Real Estate Partners LLC

Mark is a founding Principal of Orion Real Estate Partners and oversees asset management and investor reporting. Previously, Mark was a Vice President at Bellwether Asset Management, the exclusive real estate asset management firm for Oaktree Capital Management. At Bellwether, Mark’s primary responsibility was to provide portfolio and asset-level surveillance and analytics for Oaktree’s $13 billion portfolio and served as the lead asset manager on a $1.2 billion value-add multifamily portfolio comprised of 10,000 units. Before joining Bellwether in 2015, Mark worked at JRK Residential for six years where he was a Vice President of Asset Management overseeing revenue m ... (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)

Eddie Lorin

Co-Founder
Strategic Realty Holdings LLC

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)

John Charles Maddux

President & CEO
Sunstone Properties Trust

John Charles Maddux serves as the President and CEO of Sunstone. Mr. Maddux previously served as the President and COO of MMPI, now known as EVOQ Properties. His background includes, among other types of real estate projects, direct “hands on” experience in all aspects of the acquisition, development, rehabilitation and management of multifamily residential developments and redevelopments. Projects he has had personal responsibility for the acquisition, development or rehabilitation and management range in size from less than $1.0 million to over $5 billion. In his career, he has participated as an attorney or as a principal in over $25 billion in real estate transactions. Mr. Ma ... (view full description)

Farhan Mahmood

Director of Acquisitions
Trion Properties

No biography specified

Michael Mayer

Managing Member & CEO
Associated Ventures, LLC

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures LLC, the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures LLC. Under his guidance, these companies have been responsible for the development and acquisition of real estate pr ... (view full description)

Rayna Mike

CEO
My Love Apartments

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

Maureen Miles

Founder/Managing Partner
4M Capital

Maureen Miles is well known as being a leading real estate expert, speaker, and entrepreneur. She brings over 25 years of real estate experience to the firm she founded and is the acting managing partner of, 4M Capital, a fast growing multifamily, private equity investment firm.  She is also a managing partner with Tudor McLeod Asset Management.  In the last 5 years, under 4M Capital and TMAM, she has raised over 45M in private equity and has purchased over 2000 multifamily units.  Maureen is also the founder/owner of an Atlanta based property management company, and founder/owner of a southeast based construction company.  Her diverse background includes being a licensed Realtor, and ... (view full description)

Michael Miller

CMO
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.

 

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Darin Munson

President
The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college.     Darin Has participated in hundreds of residential real estate transactions.   Using the same basic philosophy and techniques he learned from residential he transitioned his skill set and proficiencies into commercial properties.  Range of experience and expertise for commercial includes: More than $1 billion of Ownership Interest in Commercial Real Estate Asset Portfolios;   Princip ... (view full description)

Paul Murad

President
Metroplex Realty

Paul Murad is a President of METROPLEX Group, consisting of a commercial real estate development company and a brokerage company in Las Vegas. The company focuses on the Downtown Las Vegas redevelopment projects, especially in the Arts District. Paul recently served as Nevada Real Estate Commissioner. He has 17 years of marketing, international business and business development experience. He speaks English. Russian and Spanish. At IMN conferences, he is looking to connect with bridge and mezz lenders for their new Downtown Las Vegas/Arts District projects and perm lenders for refinancing of recently completed projects.

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Principal and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 50 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is ... (view full description)

David Namkoong

Account Executive
Rently Keyless

David Namkoong is a Senior Account Executive at Rently Keyless, a real estate technology solutions provider. Based in Los Angeles, his current focus is national sales and business development for the Rently Keyless smart-home platform. Prior to joining Rently Keyless he has worked at previous technology companies and spent years studying and working in Asia. David is a graduate of University of California Riverside (B.A. Business Economics) and Shanghai University (International Business Certificate).
 

Matt Neisser

COO
LendingOne

Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career.  Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coup ... (view full description)

Cortney Newmans

Director, Business Development
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 ... (view full description)

Paul Panza

President & CEO
Nicholas Residential

Paul N. Panza is Founder, President and CEO of Nicholas Residential. In this capacity, he establishes and executes the strategy of the Company and oversees the financial and operational performance. Mr. Panza has over a decade of experience in the commercial real estate markets, focused largely on “value-add” and “opportunistic” investing. Under his leadership and direction, the firm has achieved strong growth and performance, and expanded its acquisition, development and managerial services to meet the goals of its clients, which include institutional money managers, insurance companies, family offices and high-net-worth investors spanning the United St ... (view full description)

Melanie Pennell-Mayer

President
Associated Ventures, LLC

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations of the company. In addition, she directs portfolio management and execution of repositioning strategies for assets acquired by AV. Melanie broadens the overall platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Before her tenure at AV, she joined Site Realty, Inc., as Executive Vice President to the company specializing in all phases of packaging of commerc ... (view full description)

Jonathan Pickering

Co-Founder and Managing Director
K2 Clean Energy Capital, LLC

Jonathan co-founded K2 Clean Energy Capital with Stephen Tsu in January 2013. K2 is a leader in developing Property Assessed Clean Energy (PACE) projects.  K2 has  developed and funded over 10% of the commercial PACE projects funded to date in CA including the largest PACE funding ($10M) of a multi-family new construction project in Oakland, CA. K2’s principals have a strong engineering background and financing experience. K2 works owners/developers and their engineers and contractors maximize the PACE financing opportunity and get the best terms and rates available from their network of funders. Commercial PACE financing is an innovative, and rapidly growing financing solution, with o ... (view full description)

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)

Neville Rhone

Managing Partner
Arc Capital Partners

Neville Rhone is Co-Founder and Managing Partner of Arc Capital Partners LLC (“Arc Capital Partners”). Arc Capital Partners is a Los Angeles-based real estate owner-operator that targets urban properties in the Western U.S. that benefit from Millennial demand growth. Mr. Rhone is a 23-year veteran of real estate development, finance and investing with over $6 billion of transaction experience. Prior to forming Arc Capital Partners, Mr. Rhone was a Managing Director and investment committee member of Canyon Capital Realty Advisors (“Canyon”). At Canyon, Mr. Rhone led Texas/Southeast acquisitions and invested in over $1 billion of real estate. Prior to joining Canyon, Mr. Rhone was ... (view full description)

Edward Ring

Founder & CEO
New Standard Equities

No biography specified

Jeremy Roll

President
Roll Investment Group

No biography specified

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Mark Rowson

Principal & CEO
Envisage Companies

After obtaining a Bachelor of Business degree in his home state of Kansas, Mark moved to Connecticut and began his career working as a CPA and CFO for the “Big Six” firm, Touche & Ross Co. While in Connecticut, Mark obtained his Master of Business and Master of Taxation. He then moved his family (wife Michele and daughter Montana) to California in 1987 to start working in the home building industry.  Mark now has over 20 years’ experience in land development, homebuilding, and real estate sales having held key Regional and Divisional President positions with major public and private home real estate development companies including Shea Homes, KB Homes, Richmond American Homes and Warming ... (view full description)

Matthew Sant

Asset Manager
Peak Capital Partners

Matthew oversees asset performance and management operations for the firm’s properties located in Colorado, Michigan, Massachusetts, Oregon and Washington. Matthew has an extensive background in Asset Management for Multifamily properties in over 23 states. His real estate experience includes working for JP Morgan Chase and Cottonwood Residential, a Private REIT. While at Cottonwood, Matthew worked directly with the Asset Management team on Core Plus and Value-Add opportunities and found ways to increase NOI for properties under management. He has an in-depth knowledge of acquisitions, budgeting and forecasting, capital projects, insurance and financial reporting. He holds a B.S. in Finance ... (view full description)

Ranajoy Sarkar

Chief Product Officer
Roc Capital

• Chief Product Officer at Roc Capital, a middle market focused real estate lender for non-owner occupied residential and commercial real estate • 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 • Portfolio Manager at Koch Global Capital (2006-2007) • Managing Director, Fixed Income Research at Bear Stearns (2003-2006), Associate, Fixed Income Trading at Lehman Brothers (1998-2000) • Bachelor of Technology in Aerospace Engineering from the Indian Institute of Technology, Kanpur, India in 1996; M.B.A. from the John M. Olin School of ... (view full description)

Alex Saunders

Managing Director
Phoenix Realty Group

R. Alex Saunders is a Managing Director at Phoenix Realty Group, a New York based real estate owner, operator, and fund manager.  Mr. Saunders leads the origination, acquisitions, joint venture structuring, debt financing, and business plan execution for sububan and urban residential and commerical investments in the Western Region of the United States.  

Mr. Saunders also serves as an adjunct professor at the Univeristy of Southern California where he teaches graduate-level Advanced Finance and Market Analysis for real estate investment.  Mr. Saunders is a graduate of the University of California, Irvine and holds a Master’s degree in Real Estate Development from USC.

Spencer Schlee

VP
Canyon Partners Real Estate LLC

Spencer Schlee, Vice President, is responsible for originating, underwriting, structuring and executing all equity and debt investments in the Southwest region for Canyon’s opportunistic and value-add real estate platforms.  Mr. Schlee joined Canyon’s acquisitions team in 2012 and has since worked on transactions investing over $690 million of committed capital and totaling over $1.7 billion in total capitalization across various sectors including multifamily, retail, hospitality, office and mixed-use.  Prior to joining Canyon, Mr. Schlee was an analyst at BlackRock in New York and is a graduate of the University of California, Los Angeles (B.A. Business Economics).& ... (view full description)

Max Sharkansky

Managing Partner
Trion Properties

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Sharkansky has led the acquisition, renovation, and disposition of over $60,000,000 in assets, yielding an average IRR in excess of 50%. Prior to cofounding Trion Properties, Sharkansky was a Senior Associate at Marcus & Millichap from 2002 through 2006. While at Marcus & Millichap, Sharkansky managed the sale of several million dollars in real estate throughout the continental United States, specifically in the multi-family arena, elevating him to one of the top-ranking brokers in the West Los Angel ... (view full description)

Paul Shively

Director- Passive Income Club
FortuneBuilders.com

Paul Shively has over 8 years of experience in the real estate and investment sector, and has been involved in over $500M in real estate investments. As the Director of the Passive Income Club at FortuneBuilders.com Paul and his Team have developed strategic Real Estate Portfolios for over 1,500 clients. 

Paul currently oversees and manages the Team at the Passive Income Club at FortuneBuilders and is also the Director of Investments at FortuneBuilders where he oversees Investor Relations. Paul holds a degree from the University of California - San Diego. 
 
 

Andrew Shook

Head of Commercial Real Estate Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

Ryan Smith

Principal
Elevation Capital Group

Mr. Smith is a co-founder of Elevation Capital Group, based in Orlando, Florida.  Elevation Capital Group has sponsored multiple investment funds specializing in Self Storage and/or Manufactured Housing Community assets and has acquired, or developed, assets in more than 20 States.   Mr. Smith graduated from the University of Tampa with a Bachelor’s of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.   Mr. Smith is c ... (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.

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

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

David Valger

President
DVO Real Estate

Mr. Valger is a seasoned real estate private equity executive with more than 20 years of experience managing people, originating, structuring and underwriting real estate and corporate private equity transactions.  Mr. Valger has been personally responsible for originating and closing in excess of $6 billion (in total capitalization) of real estate transactions.  Mr. Valger founded DVO to invest in multifamily real estate opportunities nationally with a focus on ‘gap’ equity investment structures.  DVO Real Estate is a private real estate investment firm focused exclusively on providing equity solutions for middle-market, multifamily investments in select markets across the United Stat ... (view full description)

Marc Venegas

Principal
Orion Real Estate Partners LLC

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

Christine Wachsman

Head of Property Management Analytics
Fairfield Residential

No biography specified

Mark Weinstein

Founder & President
MJW Investments

MARK WEINSTEIN is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native, Mark founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership, MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space, in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for and expertise in property repositioning has been a guiding factor in the ... (view full description)

Aaron Weisman

President
Gomel Capital Partners

No biography specified

Jeff Weller

Managing Principal
Lion Real Estate Group, LLC

Jeff Weller is a founder and managing principal of Lion Real Estate Group, LLC. In his capacity he is involved in sourcing transactions, raising investment capital and managing the firms investment portfolio which encompasses 17 apartment communities and 6 offices buildings in Southern California . Mr. Weller also served as Co-Chief Executive Officer of EPMI and Bayside Communities. EPMI and Bayside Communities are headquartered in Walnut Creek, California. Bayside owns approximately 3,000 affordable housing units and EPMI manages approximately 6,500 units on the west coast. Mr. Weller and partners acquired EPMI and Bayside Communities out of Chapter 11 bankruptcy in 2011 ... (view full description)

Jim Wilson

Managing Director
JMP Asset Management

Jim is a Managing Director of JMP Asset Management, Co-Portfolio manager of the JMP Realty Partners I (the “Fund”) and a member of the Investment Committee. Jim joined JMP Securities in 2000 as Director of Research and Senior Real Estate and Housing Analyst. He held those positions for 11 years. He also headed the residential Real Estate investment banking effort for JMP Securities from 2012-2015. Prior to joining JMP, Jim was a Managing Director and senior research analyst for four years at Jefferies & Company, where he covered REITs, homebuilders, manufactured housing and resort, vacation ownership and property-related service companies. From 1989 through 1996, Jim serve ... (view full description)

Bruce Wuollet

Founder
Bakerson, LLC

Bruce Wuollet is the cofounder of Bakerson LLC, a real estate capital management firm. Bruce is responsible for overseeing day-to-day operations, which includes employees, equity funds, property specific syndications, wholesaling, retailing and finance. Since October 2002, Bruce and his team have flipped over 2200 homes, 25 apartment buildings, 250 space mobile home park and a motel. Bruce has spearheaded the creation of 5 private equity funds with numbers 6 & 7 in formation stages. What makes Bruce so successful in his business is his passion for changing people’s lives by the transformation of their community. He is also very involved with crowdfunding and how it wil ... (view full description)

Derek Wyatt

Principal
RCLCO

Derek Wyatt is a Principal based in the RCLCO Los Angeles office. Since joining the firm in 2010, Derek has worked closely with firm clients in the public and private sectors to provide strategic recommendations and conclusions. Derek’s experience as a project manager stretches across all of the firm’s practice groups, with an emphasis on market feasibility analyses, financial analyses, strategy development and implementation for large-scale land developments and urban, infill projects. In 2011, Derek played a pivotal role in establishing the RCLCO Institutional Advisory Group and has been essential in developing internal methodologies and models. His work with the firm’s i ... (view full description)
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Event Contacts for 3rd Annual Middle-Market Multifamily Forum (West)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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