David A. Cohen

Managing Director
Ready Capital Corporation

David A. Cohen is a Managing Director at Ready Capital Corporation, and serves in such capacity as the Chief Production Officer and Co-Head of the Ready Capital Bridge Lending Division. Prior to joining Ready Capital, David held positions as a Managing Director and National Production Manager (Head of Originations) at Doral Property Finance, a Regional Director at GE Real Estate, a Managing Director at CIBC World Markets Commercial Real Estate Finance Group, a First Vice President at Paine Webber Real Estate Securities, and as a Managing Director at Furman Selz LLC. David began his career as an attorney at the national law firm of Kelley Drye & Warren. David earned a B.A. from SUNY-Alban ... (view full description)

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)

Avi Abroms

Managing Partner
Alpha Partners Group

 Avi Abroms is the founder and managing partner of Alpha Partners Group, a commercial real estate company that develops, invests in and operates multifamily and select retail opportunities. Prior, Avi spent nearly a decade working in asset management and redevelopment at Brixmor Property Group REIT, formerly a Blackstone entity, and as a private real estate developer in Brooklyn, New York. He has strong experience in institutional asset management, including development, budgeting, analysis and leasing institutional assets. He managed over 3.5 million square feet of A+ to B- institutional commercial space in the midwest and southeast and has managed over 400,000 square feet ... (view full description)

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)

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)

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (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)

John Barker

Founding Principal
180 Multifamily Properties

180 Multifamily Properties was founded in 2009 to build a multifamily investment platform specializing in value add properties. 180 has acquired over $150 million in “B and C” multifamily communities. Its related company, 180 Multifamily Management, has managed construction,rehabilitation, and operations of all of its projects. 180 attributes its success to identifying true value added opportunities throughout the Dallas/Fort Worth and Oklahoma City Markets. Our goal is to grow at the right pace with the right assets and the best team. Providing our residents with the best home possible will ensure our success as owners of multifamily assets.

Demetrios Barnes

Chief Operating Officer
SmartRent

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


 

Timothy Barton

Chief Executive Officer
JMJ Residential, LLC

As founder and CEO of JMJ Development, Mr. Barton leads JMJ in establishing a global presence as a premier real estate development company. He is responsible for the strategic planning and growth of the company and maintains oversight over all aspects of JMJ.Prior to founding JMJ Development in 1990, Mr. Barton’s distinguished career began with his family’s real estate business in Connecticut. Mr. Barton’s entrepreneurial ambition has spent the last 28 years supplying master-planned developments and driving market-leading financial returns for JMJ and its investment partners. Today, JMJ is a diversified, full service ... (view full description)

John Beam

Senior Managing Director
Hunt Real Estate Capital

John Bennett

Principal
Windcrest Investments

John Bennett is aPrincipals of Windcrest Investments. 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 starting Windcrest John has served as Executive Consult to Ambling Property Investments where responsibilities included strategic assessment of an 85 property portfolio, repositioning of select properties for disposition or refinance, and managing the disposition and acquisition process. Previous to these companies John has been invo ... (view full description)

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Irwin Boris

CIO / 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 sta ... (view full description)

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Ben Brown

Senior Asset Manager
Peak Capital Partners

Ben Brown oversees asset performance and management operations for the firm’s properties located in Florida, Virginia, Maryland, and Nashville, TN. Prior to joining Peak, Ben worked for NBCUniversal’s Global Real Estate group, where he provided financial & strategic support for the company’s global portfolio. While at NBCU, he was actively involved in the development, acquisition, leasing & management of a broad spectrum of assets, including office, retail, residential (single & multi-family), hospitality, & special-use properties. Additionally, he was tasked with provided direct fiscal oversight of mitigation & master planning efforts related to the development & exe ... (view full description)

Chad Burkhardt

Senior Vice President
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)

Chris Burns

Regional Vice President
Lincoln Property Company

Ryan C. Moody

Senior Managing Director
Newmark Knight Frank (NKF)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

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

Yaakov Cimmerring

Principal
CPInvestors

Jay Clark

Principal
Southeast Capital Companies

Jay T. Clark is the CEO and founder of Southeast Capital Companies ("SEC")and is highly regarded as an expert in the multi-family/residential marketplace throughout the Southeast. Including current projects, he has been the General Partner on over $1 billion of residential acquisitions and developments. His experience includes property management, finance, acquisition, construction, development, redevelopment and marketing. Since April 2000, Mr. Clark has focused exclusively on SEC after successfully selling his real estate brokerage operation that he had founded in 1993 (Apartment Realty Advisors). During his tenure in the brokerage business, Mr. Clark had underwritten and sold more than $1 ... (view full description)

John Cohen

Co-Founder
Toro Real Estate Partners

Founded in early 2013,  JC Property Group identifies, acquires, and repositions under-performing multifamily properties in stable or growing markets throughout the United States. The first 150 properties he acquired were distressed tax deed purchases on the east coast. These properties were either rented, fixed, or sold after purchase. John Cohen started Toro Real Estate Partners to focus on distressed and value add multifamily real estate opportunities. With all the real estate experience and John's experience doing multifamily investment sales for Marcus and Millichap, he realized the opportunity to target distressed and value-add opportunities in the multifamily space. For the last ... (view full description)

Ben Colonomos

Principal
PointOne Holdings

POINTONE HOLDINGS is a real estate investment firm headquartered in Miami and Atlanta with properties located throughout the Southeastern United States and Texas. The firm owns and manages a diversified portfolio of residential and commercial assets valued in excess of $730 million. Ben Colonomos is a founding partner of PointOne Holdings and focuses on asset management and investor relations. Colonomos has been a principal in real estate deals that total more than $550 million in transactional value. He has been active in the South Florida business community for more than 25 years and serves on the board of several non-profit organizations. Colonomos received his bachelor’s degree from Tula ... (view full description)

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

Principle
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)

Zach Dovner

Director of Acquisitions
Eastham Capital

Brett Duke

Managing Director
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 Asset Management function 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.
 

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)

Paul Fiorilla

Editorial Director
Yardi Matrix

Paul Fiorilla is Director of Research for Yardi Matrix, the data division of Yardi Systems. Matrix features a detailed database of multifamily and self-storage properties, including rents, supply, demographics and more, in 124 markets across the U.S. Matrix has also recently released an office property data product. Matrix research publishes a wide range of national and metro outlooks, a monthly national multifamily rent survey and white papers. Fiorilla has more than 20 years of experience as a high-profile writer and researcher in commercial real estate and capital markets. Before joining Yardi, he worked nearly six years as an investment vice president in the research group of Prude ... (view full description)

Steve Firestone

Managing Partner
Crown Bay Group LLC

Steve leads the company's investment and asset management team. Crown Bay Group’s main focus is on multifamily and select office properties. He is 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 disposition.   Steve is a veteran of the Real Estate industry. He became involved in real estate in 1995 and has since been directly involved in many aspects of the industry. He started out buying and rehabbing, and managing his own residential portfolio in London. Soon after, he moved into pr ... (view full description)

Justin Ford

President
Pax Properties

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,000 units throughout Florida. Perhaps the company's signal achievements has been that, through the boom and bust, the company has never been late on a mortgage payment or lost an investor a dollar. Mr. Ford attributes that success to an core principles that make them patient buyers, prudent users of debt, and diligent operators, This approach has helped them recover from mistakes, weather down markets, and consistently take advantage of opportunities for long-term growth. This unique track record has helped Pax develop a loyal following of hun ... (view full description)

Marshall Friday

Director of Multifamily Sales
ADT Security Services

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

Robert Friedman

Principal
Tiberias Capital

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

Tal Frydman

Executive Managing Director
Newmark Knight Frank

Tal Frydman is an Executive Managing Director with Newmark Knight Frank Multifamily based in the Boca Raton office. With more than 20 years of real estate experience in South Florida, Frydman and his team manage the disposition of multifamily properties throughout South Florida. Frydman completes the firm’s statewide Middle Markets platform which focuses on non-institutional, typically B- and C-Class qualified properties located in all markets as well as all multifamily properties located in secondary and tertiary markets. With the addition of Mr. Frydman this year, this number one-ranked team who led the state in multifamily transactions in 2018 with over $4.1 billion in sales has a dedicat ... (view full description)

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.

Glenn Gonzales

Owner
Obsidian Capital

  Glenn Gonzales is an entrepreneurial individual able to leverage 25 years of commercial real estate experience. Glenn served as Treasurer on the Board of Directors for the Washington Multi-family Housing Association, and was elected as President of the association in 2006. From 1994 to 1998, Glenn was a board member for the Utah Apartment Association. He also served a two year term as the Chairman of the Public Relations Committee and a one year term as the Secretary Treasurer for the Institute of Real Estate Management (IREM). Since 1994, Glenn has also been an instructor for the Apartment Associations in local markets. Prior to his position as Presiden ... (view full description)

Aaron Gorin

CIO
Cedar Grove Capital LLC

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

Peter Habib

Principal Family Member
MPI Family Office

Co-founder of MPI Family Office that owns business's in healthcare and income producing real estate focusing on Multifamily, Senior Care Centers and Self Storage.  We are a 1st generation family office seeking more investment opportunities-preferred to be co-GP partner and will also partcipate as  LP in the right deals. It is critical we partner with operators and/or owners that have experienced multiple real estate cycles, transparent and "experts" in a few markets areas including secondary and ternary.  We prefer value add and repositioning deals in the upcoming markets , part of gentrification, and economic growth. We also require our investment deals to implement cost segrega ... (view full description)

Billy Haddad

Senior Analyst
Partners Path

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

Chad Hagwood

Managing Director
Hunt Real Estate Capital

Dan Handford

Managing Partner
PassiveInvesting.com

Dan is a managing partner with PassiveInvesting.com. He and his wife, Dennae, along with their 4 children (3 girls and a boy), reside in Columbia, SC.
 
Dan has an extensive successful background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic and sports medicine clinics located in South Carolina.
 
He is the founder of the Multifamily Investor Nation where he educates a nationwide group (9,000+ members) of multifamily investors on how to properly invest in multifamily assets.
 

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)

Timothy Hogan

President
Hogan Companies

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

Carlos Imery

Partner
IG3 Real Estate Group

Carlos leads the acquisition and asset management of income properties for Florida Based Family Office. They invest directly in Office, Retail and Multifamily properties. Carlos has a strong finance background and extensive experience in negotiating leases, JV agreements, and investment transactions in general. Carlos has a vast professional network and is uniquely poised to exhibit flexible creativity and resourcefulness to make the best out of the ever-changing economic and real estate cycles.   Carlos received his B.S. in Civil Engineering from Universidad Católica Andrés Bello in Caracas and his Master in Business Administration from the Graduate School of Business at Columbi ... (view full description)

Benjamin Inman

Managing Member
Inman Equities

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

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)

Daniel Jaramillo

CEO
Strategic Properties

Daniel Jaramillo is an Economist & Mathematics graduate of Florida International University. Daniel has selected, negotiated and managed investments of over $150 million dollars and procured financing of over 30 investment properties. As one of the founders of Strategic Properties LLC, he spearheaded the development of an efficient model to manage moderately priced multifamily properties in a more cost-efficient way, thus netting similar, if not higher, yields than large multifamily complexes. As a technology enthusiast, Daniel led Strategic Properties in becoming paperless and was able to move many office operating duties overseas, thus reducing the company’s overhead. ... (view full description)

Andrew Jumbeck

VP
Four Mile Capital

Jeremy K. Borak

Partner
MRA (Multifamily Risk Advisors)

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.
 

Nathan Kaplan

Partner
Kaplan Residential

Part of Kaplan Residential since 2011, Nathan holds responsibilities for acquisitions, site sourcing, development coordination and asset management. He learned the basics of these functions at Indiana University’s Kelly School of Business, where he received his finance and real estate degree. However, he learned his way around development – and  gained his passion for the family business as a child – playing with his cousins in empty homes and becoming an avid explorer of construction sites.  It was only natural for Nathan to work with his father after college. Together they transformed Morris J. Kaplan Communities into Kaplan Residential.  For Nathan, it was a specia ... (view full description)

Danny Kattan

Director
PIA Residential

Daniel Kattan is a principal with PIA Group USA 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. Kattan heads PIA’s Capital Markets D ... (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.

Jim LePorte

Director Acquisitions
Abacus Capital Group

Mr. LePorte is a Director of Acquisitions at Abacus Capital Group, a national multifamily-focused private equity firm.  Mr. LePorte is responsible for sourcing development, core and value-add investment opportunities for Abacus in Eastern US markets.  Prior to Abacus, Mr. LePorte was with TriMont Real Estate Advisors, responsible for the asset management of commercial properties throughout the country. Mr. LePorte earned a Bachelor of Business Administration from Emory University with a concentration in Finance. Mr. LePorte also holds a Masters of Business Administration degree from Northwestern University Kellogg School of Management with concentrations in Finance and Real Estat ... (view full description)

Brian Lebrant

VP of Product Management
AppFolio Inc.

Brian Lebrant is the VP of Product Management for AppFolio, a leading provider of cloud-based business software solutions in the real estate market. With 20 years of experience, Brian leads AppFolio’s product strategy to bring new innovations to customers. Brian focuses on new applications of technology to transform and unlock new possibilities for large, complex property management businesses.

Jim Ledbetter

President and COO
Drucker & Falk

A respected industry veteran, Jim joined Drucker + Falk in 2009, bringing with him 23 years of commercial real estate leadership experience. As a senior-level investment and asset management executive with some of the industry’s most prominent firms, Jim has extensive experience in commercial real estate acquisitions, dispositions, finance, development, brokerage, and property management.  He has been instrumental in the transformation of Drucker + Falk from a family business to now being among the Top 50 most prestigious property management firms in the country. A graduate of Auburn University with a Bachelor of Science degree in Industrial Management, Jim obtained a Masters of Busine ... (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)

George Lintz

President
Bellaire Partners LLC

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

Patrick Long

Managing Director
River Oak Risk

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

Eddie Lorin

Owner
Alliant Strategic Funds

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic to preserve and breathe new life into year 15 LIHTC (Low Income Housing Tax Credit) properties. He is also the founder of Impact ... (view full description)

Josh Mandell

President/COO
Gateway Companies

Josh Mandell is the President/Chief Operating Officer for The Gateway Companies, an owner/developer/manager of multifamily properties throughout the Southeastern US.  Prior to this, Josh was the Director of Investments for StoneRiver Company, where he led the build-out of the Company's property acquisition platform. In addition, Josh has served as General Counsel and later, Director of Acquisitions and Development for BSR Trust (formerly Summit Housing Partners), a Southeastern multifamily investor/developer. Josh is a graduate of the University of Alabama (B.A.) and Loyola University (New Orleans) School of Law, and is a member of the Louisiana and Alabama State Bar Associa ... (view full description)

Philip J. Martin

CFO & CIO
Lloyd Jones, LLC

Joe McBride

Head of CRE Finance
Trepp LLC

Joseph McBride, CFA, Head of CRE Finance at Trepp, is a key leader of the firm’s product development and market research initiatives. He leads Trepp’s Commercial Real Estate and Banking businesses that support clients that invest, lend, broker, value, and risk manage commercial real estate (CRE) assets. Mr. McBride works closely with clients and industry groups to build and enhance data, models, and analytics that drive client investment decisions and streamline their work. His market analysis is frequently cited in publications such as Crain’s, Wall Street Journal, various regional business journals and other media that monitor the CRE market. As a liaison to banks and other financial ... (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, ... (view full description)

Noah Miller

Vice President of Acquisitions & Finance
Pensam Residential

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

Stuart Moore

Vice President
Turner, Wood and Smith

Stuart specializes in multifamily properties and can insure properties in all 50 states.  He knows the ins and outs of the insurance marketplace and has developed relationships with brokers and underwriters that lead to great coverage and cost savings.       Turner, Wood & Smith is an independent insurance agency that values tradition and is committed to a successful future for us and our clients. Our long history and commitment to complete customer satisfaction has made us the agency multifamily owners rely on property after property.  As it was more than 100 years ago, we work daily to uphold our reputation as a company of the highest integrity t ... (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;   ... (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)

Doug Perry

VP Sales
5 Arch

Doug Perry currently serves as the Vice President of Sales for 5 Arch. Prior to this, Doug was National Sales Director for a Privlo, a pioneer fintech Non QM start up. He has held senior leadership positions at PennyMac, IndyMac and Countrywide. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today and the Wall Street Journal.
 

Ronny Philip

CEO & Founder
Kingly Acquisitions

Cameron Pimm

Principal
Tenth St Ventures

Cameron Pimm is the head of Asset Management and helps with Equity Raising and Acquisitions at TSV.   He is a multi-family and commercial real estate professional with experience spanning across the spectrum of real estate investment encompassing ownership, debt and equity structuring, asset and property management, and leasing.  In his former role as Regional Investment Manager at Pinnacle, Mr. Pimm oversaw a portfolio of Southeastern apartment assets for institutional clients.  Mr. Pimm’s experience prior to Pinnacle includes co-founding a real estate investment firm, directing the operations of a portfolio of shopping centers throughout the Southeast, consulting for the Governor of Tennes ... (view full description)

Michael Poolin

President
NY Capital Development, LLC

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

Frank Pounds

Vice President of Sales
OpenProperty

Frank Pounds is Vice President of Sales for OpenProperty, an innovative new technology solution that generates Automated and Objective ratings to help properties look better online and close more leases.

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)

Paul Rahimian

CEO
Parkview Financial

Parkview Financial was founded in 2009 by CEO Paul Rahimian. Based in Los Angeles, the direct private lender provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States. Parkview manages a debt fund that originates approximately $400 million in construction financing each year with loans ranging in size from $5 million up to $100 million. Parkview’s excellent reputation as a private lender has been built on its ability to provide fast, creative financing solutions for borrowers who need more leverage and certainty of execution. Parkview originates loans for property types including Multifamily, Indust ... (view full description)

Danny Randazzo

Managing Partner
PassiveInvesting.com

Danny is an author, entrepreneur, investor, mastermind & podcast host, national speaker, volunteer with The First Tee and world traveler. He retired from corporate America at age 30 after working as a financial consultant for over half a decade and building an income generating real estate portfolio to achieve financial freedom. Today his company controls over $150,000,000 in assets. When Danny is not investing in real estate you can find him walking with his wife Caitlin and dog George or playing competitive golf.
 

Nikolai Ray

CEO
MREX

Nikolaï Ray is the founder and CEO of MREX (multifamily real estate exchange). For the last 7 years, he has pionneered work in multifamily real estate financial engineering with over 10 billion dollars in analysis, underwriting and transactions. A 4-time entrepreneur, he has created over 100 jobs in the last decade and a half. He is often called upon as a teacher, advisor and keynote speaker. Nikolai is also a real estate tech innovator through his current work on multifamily real estate big data, artificial intelligence and property tokenization using blockchain technology.  
 

Kristin Rick

VP & Director of Originations
Pender Capital

Todd Robinson

Attorney
Robinson Law LLC

Mr. Robinson is a corporate and commercial real estate attorney whose practice includes representing lenders, real estate investors and middle-market companies in a variety of corporate and commercial real estate matters including the purchase and sale of commercial real estate, mixed-use developments, acquisition, construction and mezzanine financing projects, commercial leasing, and real estate-related loan sales and purchases.  Mr. Robinson's clients range from Fortune 500 companies to small businesses and include private equity real estate funds, family offices national REITs, construction companies, national real estate and asset management companies, community banks, hedge funds, and m ... (view full description)

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Mr. Root is a co-founder and managing principal of Blackfin Real Estate Investors.   Blackfin was founded in August of 2016 and currently owns approximately 3,000 apartments across the east coast.  Blackfin focuses on high quality multifamily properties throughout the Northeast, Mid-Atlantic and the Carolinas. Blackfin seeks opportunities in markets with expected growth prospects and strong underlying fundamentals, and actively engage in managing and repositioning assets to maximize their ultimate competitive position.  Mr. Root is responsible for the acquisition and asset management of the venture’s investment portfolio. Prior to co-founding Blackfin Mr. Root was a Managing Director o ... (view full description)

Ricardo Rubiano

Principal
Rubiano Commercial

Texas-based, multi-family and retail space developer with 24 years experience.  Specializing in ground-up development and value add opportunities in the suburban walk-up model ranging in size from 50-300 units.   I enjoy the various aspects of on-site construction oversight as well as daily management operations associated with our industry.   For the past 10 years, my company's focus has been on work-force housing development by holding a stringent design criteria as well as value engineering that design.  This creates a recession-tolerant product  as well as significant IRR.  Humbly, as other groups design and build luxury products, we design and build premium returns for inves ... (view full description)

David Ruttenberg

Principal
Ruttenberg Gordon Investments

Ranajoy Sarkar

Chief Product Officer
Roc Capital

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

Jim Schroder

CFO
Tribridge Residential

Jim Schroder is a partner and strategic CFO whose duties cover a broad spectrum of the company’s business to ensure its long-term success and financial sustainability. His primary responsibility is to secure equity capital through direct investments, programmatic joint ventures, and fund vehicles for TriBridge’s investment platform. Prior to joining TriBridge in 2013, Jim worked in real estate private equity, development, and strategy consulting while based in Singapore, Denver, and New York City.  He received a Bachelor of Arts in Political Science from Yale University and a Master of Business Administration in Real Estate and Finance from the Wharton School at the University of Pennsylvani ... (view full description)

Jesse Shemesh

Portfolio Manager
Point Acquistions LLC

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

Andrew Shook

Head of Commercial Real Estate Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

Erin Talkington

Principal & Director of Consulting
RCLCO Real Estate Advisors

Jose Tello

Principal
Bayshore Investment Partners

Bayshore Investment Partners, LLC (“BIP”) was formed in 2010 to acquire and operate multifamily properties. Based in Miami, BIP’s principals currently own and operate nine communities consisting of approximately 1,300 units. Combined, the principals have acquired and/or managed during their careers over $4 billion of real estate assets nationally. BIP’s primary focus is to acquire properties in Florida, and in 2018, is seeking to enter additional southeast markets. Jose Tello is a Principal at Bayshore Investment Partners with vast of experience in residential and industrial investments. Mr. Tello leads asset management and capital raising at BIP. Previously, Mr. Tello served as ... (view full description)

Shane Thomas

Managing Partner
Catalyst Equity

George Tsintzouras

CEO
Alert Labs

George Tsintzouras, CEO and co-founder of Alert Labs, is passionate about technology, business, and designing cool, useful, and innovative products that everyone can use. Before co-founding Alert Labs, George dedicated two decades to the ProAV (Professional Audio Visual) industry, with responsibility for discovering, commercializing, and creating industry-defining products and solutions at Christie Digital Systems. George graduated from the University of Waterloo with his Bachelor of Physics and entered the field of optics. He earned his Master of Business Administration (MBA) degree from Wilfrid Laurier University, with a specialization in marketing strategy.
 

Isaak Volodarsky

CEO
Brookfall Group

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

Don Wenner

CEO
DLP Real Estate Capital

Don is the CEO & Founder of DLP Real Estate Capital, a family of companies that includes: DLP Capital Partners, Direct Lending Partners, DLP Realty, DLP Real Estate Management, DLP Interactive Media, and Alliance Property Transfer. Don is highly experienced in all facets of housing as well as his ability to scale companies through utilization of the DLP Elite Operating System, for which the company has been ranked in the Inc. 5000 fastest growing companies in the US for 6 consecutive years. Since DLP’s founding in 2007, Don and DLP have closed more than 10,000 real estate transactions totaling more than $1.2 billion. Don has built a successful track record of generating profits in all ma ... (view full description)

Adam Whitmire

VP, Acquisitions
The Whitmire Group, LLC

Adam Whitmire is a third generation investor/developer with over 15 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 ... (view full description)

Andrew Zelman

VP of Investments
Carroll Organization

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Event Contacts for 4th Annual Middle-Market Multifamily Forum (Southeast)

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Information Management Network - Privacy Notice

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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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