2nd Annual
Middle-Market Multifamily Forum (Southwest)
March 3 - 4, 2020

Adam Adams

Principal
BlueSpruce Holdings

Mark Allen

Executive Director
Greystone | Investment Sales Group

Mark entered the world of investment real estate in 2009 during the recession and has been involved in the acquisition, renovation, management and disposition of a variety of asset types and classes across multiple markets. Today, Mark focuses on Multifamily owner representation, leveraging his sales and real estate investment experience to provide superior service for his clients.   In his first year as a broker, Mark helped broker $176M in transaction volume (3000+ units) and was recognized as the SVN “Rookie of the Year”. In 2018, Mark was awarded the SVN | ISG “Broker of the Year” and promoted to Executive Director. Mark is a D Magazine"Power Broker" for 2018, and was also aw ... (view full description)

Aaron Amuchastegui

Manager
Homerock, LLC

Aaron Amuchastegui has acquired more than 900 homes across 10 states primarily at trustee sale courthouse step auctions.  As the manager of Homerock, he has built custom asset management software to streamline acquisitions and management of existing properties. Homerock is currently acquiring rental properties in California, Arizona, Texas, Florida, Ohio and Arkansas.  Homerock is currently interested in finding additional areas to acquire distressed rental housing. Homerock is currently trying to secure better long term financing options for our rental portfolios in $5 and $10 Million dollars pools. More about Aaron: Aaron has been i ... (view full description)

Sterling Anderson

President & CEO
Overbrook Properties

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

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 is also Principle of Peal 15 Capital. 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, ... (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)

Jessica Bailey

Co-Founder and Chief Executive Officer
Greenworks Lending

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean Energy-financed clean energy projects throughout the United States.    Prior to GWL, Bailey was with the Connecticut Green Bank as the Director of Commercial and Industrial Property Assessed Clean Energy (C-PACE), where she joined in August 2012. In this role, she designed an award winning state-wide PACE program that allows building owners to access financing to perform clean energy improvements on their properties. In its first two years, the program approved $75 million in clean energy projects and executed the first securitization of commercial efficiency asse ... (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 Development, 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 real estate firm that is active in the development of hotel, residential an ... (view full description)

Lane Beene

Principal
Pilot Legacy Equity Group

Lane Beene is a 28 year Air Force veteran and 15 year real estate entrepreneur.  His investment portfolio grew from one single family residence to 9 multifamily properties and spawned many apprentices in value-add real estate strategy.  He co-founded Pilot Legacy Equity Group for the purpose of leveraging quality real estate investments with government tax incentives and is pioneering  Opportunity Zone strategy in the Texas market. 

Brian Bigham

VP of Business Development
Madison SPECS

Brian Bigham is the Associate Vice President for Madison SPECS, which is a division of Madison Commercial Real Estate Services. In 2017, he joined the Madison team as Vice President for Business Development for the Cost Segregation Department at Madison SPECS. Brian has spoken at over 50 events in the last two years bringing awareness and education to the highest levels of tax related benefits regarding commercial real estate.Madison SPECS as a company has done over 16,000 studies in all 50 states saving over $2 Billion in accelerated tax depreciation!Br ... (view full description)

Darcy Bixby

Regional Director
Westdale Asset Management

Kelly Blaskowsky

Senior Vice President of Operations
Roscoe Properties

Kelly joined Roscoe Properties as the Senior Regional Vice President with over twenty years of multifamily experience. Previously Kelly served as the SRM for a national developer with oversight for over 40 properties in 3 states. She has extensive experience in lease up, market rate, and affordable housing. Kelly is the past President of the San Antonio Chapter of the Institute of Real Estate Management (IREM®) and has earned her CPM® designation.

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)

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)

Carlos Burneo

Senior Director
Nuveen Real Estate

With 20 years of real estate experience, Carlos is a Senior Director for Nuveen Real Estate for housing investments in the South East US. Carlos is the lead for housing acquisitions and asset management in Florida including over 25 multifamily properties. Carlos previous roles included Senior Vice President for JLL Capital Markets Group based in Miami where he was responsible for investment sales and equity placements in Florida and Latin America. Prior to that Carlos was a Director at Trade Street Capital,  a Taft Harley pension fund advisor, focusing on multifamily and mixed use development and investments in the Southeast. Carlos holds an undergraduate degree in ar ... (view full description)

Greg Cason

Principal
CrestMarc Residential

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

Navish Chawla

Head of Acquisitions
Willton Investment Management

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

Vic Clark

Senior Managing Director
Hunt Real Estate Capital

Vic Clark is a Senior Managing Director with Hunt Real Estate Capital, a wholly-owned subsidiary of Hunt Companies. Mr. Clark has 29 years of solid experience in real estate financial services. He is currently National Head of Conventional Agency production for Hunt Real Estate Capital. Mr. Clark has produced more than $9 billion in loan originations comprised of over 700 transactions. Mr. Clark led his Dallas production team to achieve nationally recognized production volume making them the top production team in the firm for many years. Prior to joining Hunt, Mr. Clark was Senior Vice President and Southwest Regional Manager at Walker & Dunlop. Mr. Clark was also a Managing ... (view full description)

Hugh Cobb

Partner
Alpha Barnes Real Estate Services

Hugh A. Cobb is a Partner and owners of Alpha Barnes Real Estate Services, LLC in Dallas, Texas.  He leads property management operations and corporate strategy for the firm.  Alpha Barnes Real Estate Services, LLC manages over 24,000 units of affordable and conventional housing and is recognized as an industry leader in property management and tax credit compliance.  Alpha Barnes also develops multi-family properties in the Dallas/Fort Worth region.   Hugh earned a Bachelor’s of Business Administration (Dean’s List) from Texas Wesleyan University. Hugh was appointed by President Reagan, to serve as Congressional Liaison for The White House in Washington D.C.  Prior to joining Al ... (view full description)

David 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)

Colin Cross

Director
Hunt Real Estate Capital

Colin Cross is a Director at Hunt Real Estate Capital, a subsidiary of Hunt Companies. Mr. Cross originates Hunt Real Estate Capital’s full range of debt product for multifamily and other commercial assets nationwide, and has expertise in all Fannie Mae, Freddie Mac, FHA, CMBS and bridge loan executions. During his time at Hunt, Mr. Cross and his Dallas originations team have originated more than $650 million in various debt products, and received recognition as the firm’s top production team in 2013. Mr. Cross’ loan structuring and underwriting skills mirror the firm’s reputation for working with clients to find creative solutions to all their financing needs. Prior to joining H ... (view full description)

Mark Drumm

Managing Director
Regent Park Advisors

Mr. Drumm has 30 years of providing key national, regional and local market, economic, financial and strategic direction for a variety of builders and developers and institutional investors and managers. A native of Georgia, Mr. Drumm graduated from the University of Georgia with a bachelor’s degree in Real Estate. Upon graduation, he joined RCLCO as a management consultant gaining national experience in a wide range of projects including mixed-use and master-planned community feasibility, specific product investment analysis, corporate strategic planning, and portfolio work-out initiatives for public and private real estate organizations. He left in 1995 to work directly with developers, bu ... (view full description)

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.
 

Jeremy Edmiston

SVP
Pinnacle

Jeremy Edmiston leads Pinnacle’s four-person Client Services team with a background that is strengthened by more than 20 years of service. A Senior Vice President in the company, Jeremy continues to build relationships with hundreds of clients, many institutional, who have come to rely on his investment advisory services and the market expertise he shares through a multifamily networking series. As a result these connections, Pinnacle’s portfolio ranks as the third largest in the country and tops over 172,000 units in 30 states.   Jeremy is an active member of the National Multi-Family Housing Council and sits on the National Advisory Council of Apartment Life. An alumni of Hardi ... (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)

Chris Finlay

CEO & Chairman
Lloyd Jones, LLC

Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region. In 1990, he began to focus on real estate development, and over the next fifteen years developed and constructed approximately 40 communities and 5,000 units, plus 20 post office facilities. At the same time, he expanded his property management company to accommo ... (view full description)

Richard Fishman

President
Valcap Group

Founder of The Valcap Group, LLC as well as an investor in over 7000 apartments nationwide, Our target markets are Texas, Tenessee, The Midwest and the greater Southeast. We look for opportunities for rent growth in A and B communities. Richard is in charge of acquistion, business strategy, financing and investor relations for this closely held multifamily company.  A graduate of UPenn with a B.A. and M.A. in Regional Science,  Richard combines an underlying knowledge of how communities evolve with market economics.  The Valcap Group is headquartered in Dallas, Texas.  JV opportunities are also being pursued to grow the company's platform.  Our company seeks to "maximize revenue through cust ... (view full description)

Todd Franks

Managing Director
Greystone | Investment Sales Group

Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 19 years, Todd has facilitated the development, redevelopment, disposition, acquisition and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,400,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, Arkansas and Oklahoma. When Todd left The Cantrell Company in 2014, he was acknowledged as the all-time top producer.  Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX in 2014 and has been recogn ... (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.
 

Kyle Goldman

Vice President
CFH Investment Partners

Eric Golubitsky

Institutional Capital Raise
Smartland

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

Adam Gottfried

Vice President - CRE
Roc Capital

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

Byron Griffith

Senior Advisor
SVN | Investment Sales Group

Ashley Hayden

Principal
Hayden Properties, Inc.

Jill Homan

President
Javelin 19

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions and development totaling over $500 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the ... (view full description)

Tim Homrich

Managing Director
River Oak Risk, LLC

River Oak Risk offers a Multi-Family Owner Controlled Tenant Liability Program.  If you own or manage >1,000 units and are looking to generate a new revenue stream you will want to learn more.  It offers industry leading economics and helps make your operations more efficient. 

Tim is an entrepreneur and sales professional with extensive executive experience across various sized companies in the technology and financial sectors. His career includes a Fortune Global 100 company, pre-IPO Silicon Valley start-ups and a consulting firm he founded and grew to $10MM in a few years. 

Phone: 415-860-8200
Email: thomrich@riveroakrisk.com 

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)

Ryan Johnson

Assistant Vice President of Investments
Laramar

Daniel Kattan

Managing Partner
PIA Residential

Steven Kollar

Managing Principal
Cash Flow Properties/ROIturnkeypropertie

Steven Kollar purchased his first house at the age of 15 and continuals to buy sell and renovate single and multifamily homes today. He still owns that house today. His team have bought renovated and sold 1486 single family homes excluding packages one by one during this time and countless multifamily complexes. He not only talks the talk he walks the talk, as he maintains a full-time career of purchasing and solving complex real state problems around the country. Over the past 30 years he has learned a lot from the school of hard knocks of life first hand. Steven is a sought-after speaker in solving complex problems in real estate, with his experience and his thinking out ... (view full description)

Ramana Korada

Principal
Raven Multifamily

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)

Shane Lee

Vice President
Peak Capital Partners

David Levin

Principal, Chief Investment Officer
Magellan Investment Partners

David Levin serves on the Investment and Asset Management Committees for MIP. David oversees the execution of MIP’s investment strategy, and with Marc Swerdlow manages the day to day operations of MIP.   Prior to forming MIP David was the founder and principal of Levin Realty Advisors, LLC (“LRA”), an entrepreneurial platform focused on building a portfolio of existing value added and stabilized properties nationwide. Through his extensive apartment experience, industry relationships and market knowledge, he directed LRA’s investment, financing and asset management activities. During a ten year period   LRA acquired approximately 6,400 apartment units nationwide with ... (view full description)

Nate Loewentheil

Senior Associate
Camber Creek

Nate Loewentheil is a senior associate and member of the investment team at Camber Creek, the leading venture capital firm focused on real estate technology companies. Camber Creek leverages a limited partner network of real estate owners and operators to invest in companies that are disrupting the built world. Camber’s portfolio includes companies like Rabbet, Latch, Measurabl, Bowery, VTS, Nestio, and WhyHotel. Previously, Nate served in the Obama White House as a Special Assistant to the President on the National Economic Council, where he advised President Obama on urban policy, transportation, and emerging technologies.  Nate has also founded numerous successful social enterprises, incl ... (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)

Andrew Lucas

Director of Capital Markets
Trion Properties

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

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)

Joakim Mortensen

Chief Client Officer
CoreVest

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $4 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)

Nizan Mosery

CEO
Cornerstone Investment Partners

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

JJ Mueller

Principal
Homerock, LLC

JJ Mueller holds a BS in Accounting and Finance (1988) as well as an MBA with a concentration in International Finance (1992) from St. Louis University.  He is a licensed Certified Public Accounting in Nevada as well as a Registered Investment Advisor.   During the late 90s while at American oncology resources JJ managed the acquisition process and legal team for over $200 million worth of physician acquisitions throughout the country after the entities initial public offering.  He then worked with AquaSource and similarly managed the acquisition process and legal team for over $600 million worth of water related processing assets and then facilitated in the divestiture of those ... (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)

Desirée Patno

CEO
NAWRB

Mark Pearson

General Counsel
Nitya Capital

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

Manny Perez


Blue Spruce Holdings

Ellie Perlman

Managing Partner
Blue Lake Capital

Robbie Rodriguez

Director-Acquisitions
Abacus Capital Group

Jeff Rosenfeld

EVP Chief Business Development Officer
Adivo Construction

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)

Paris Rutherford

Principal
Catalyst Urban Development

DJ Scruggs

CEO
BlueSpruce Holdings

Matt Shafiezadeh

Principal
Urban Genesis

Matt is responsible for investment strategy and acquisitions at Urban Genesis, a $200+ million AUM group based in Houston, TX.  Prior to founding Urban Genesis in 2013, Matt was a senior acquisition officer with Lionstone Investments where he led real estate strategy and investing for the west coast and Texas for all product types. Matt was directly responsible for $1.0+ billion of development and investing.  Matt also held various investment roles with Highland Capital Management and Lazard Freres. 
 
Matt is a graduate of the University of Texas at Austin.
 

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 Lending
Lima One Capital

Jennifer Sutherland

Director of Strategic Account
Juniper Square

Jennifer Sutherland is a Strategic Account Director at Juniper Square. In her role at Juniper Square, she works with private equity real estate investment managers and is responsible for running all facets of business development. Prior to Juniper Square, Jennifer was a Regional Director at Dimensional Fund Advisors, in a sales and relationship management role working directly with pensions, corporations, family offices, foundations, and endowments on their equity and bond portfolios. Jennifer started her career at Man Group in Investor Relations, and Deutsche Bank, sitting on the Investment Grade Credit & Derivatives sales desk, working with institutions. Jennifer graduated from New Yor ... (view full description)

Ben Suttles

Co-Founder
Disrupt Equity

Nathan Trunfio

President
Direct Lending Partners

Nathan Trunfio has spent his career in real estate and lending, where he’s had experience in a variety of positions, roles, and investments.  As the President of DLP Direct Lending Partners, he’s focused on scaling the companies funding originations, operations, and all-star team. 
 
DLP Direct Lending Partners is a relationship based Private lender who deploys its own discretionary capital to experienced real estate investors by offering customized financing solutions for single family, new construction, and multi-family projects across 30+ states.

Stephen Tsu

Managing Director
K2 Clean Energy Capital, LLC

Stephen Tsu – Managing Director, K2 Clean Energy Capital, LLCSteve is a leader in C-PACE project development field and has over 20 years of executive marketing and management experience in the solar and semiconductor equipment industries.  Throughout his career, he has successfully managed complex and global projects and organizations and developed new emerging markets.Steve is the Co-founder & Managing Director of K2 Clean Energy Capital where he has developed and managed some of the largest C-PACE projects in the hospitality, industrial, and retail industries.    ... (view full description)

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)

John Ward

CEO
Turnstone Capital Management

John Ward is responsible for overall operations at Turnstone Capital, including investment decisions and business strategy.  Throughout his career, John has worked in numerous areas of real estate including mortgage lending, both primary and secondary marketing of Fannie Mae mortgage-backed securities, real estate development (including new construction and renovation), and multi-unit apartment acquisition and renovation. His specialities include acquisition, due-diligence, financial evaluation, and management oversight. John has personally sponsored the purchase and renovation or new construction of over 600 projects, ranging from single-family residential to 460-unit apartment complexes. J ... (view full description)

David Weisfeld

Principal
Albatross Properties

Albatross Properties Group LLC ("Albatross Properties") is a private real estate investment firm specializing in the acquisition and repositioning of multifamily properties throughout the United States. The company focuses on value-add opportunities with a strong bias towards assets that offer near-term cash flows, with the potential for enhanced yield through management efficiencies and/or capital improvements, while investing in markets that have strong underlying fundamentals. Albatross Properties is led by its Founder, David Weisfeld. David previously served as Senior Investment Officer at Partners Path Capital, a real estate firm based in New York City. David rec ... (view full description)

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)

Stuart Wernick

SVP & Managing Director Capital Markets
Walker & Dunlop

Elliott White

Acquisitions & Dispositions
Weston Associates

Adam Whitmire

Fund Manager
Arabella Capital

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 The ... (view full description)

Bruce Wuollet

Founder
Bakerson, LLC

Bruce is the founder and the current owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s 17 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good dea ... (view full description)

Paul Yazbeck

Managing Partner
The Multifamily Group

Paul is a Managing Partner with The Multifamily Group (TMG) where he specializes in multifamily owner representation in Texas, Oklahoma, and New Mexico. Jon Krebbs and Paul have continued to grow TMG and now have 9 brokers.  Prior to forming The Multifamily Group, Paul was an Executive Director in Investment Sales with a national firm and finished as the company’s #7 highest performing broker out of over 1,100 brokers worldwide in 2017, the #1 ranked broker in the Southwest Region, and the top producer in the office in 2017. In 2016, Paul was the 3rd ranked broker in the Southwest Region, was the 25th highest producing Broker worldwide, and top producer in t ... (view full description)

Jared Zeisler

Partner
Capital Solutions, Inc.

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

Tal Zemer

COO
Turnaround Solutions LP

Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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

E-mail: mail@imn.org


Event Contacts for 2nd Annual Middle-Market Multifamily Forum (Southwest)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

  • Email Tracking

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password