2nd Annual
Middle-Market Multifamily Forum (Southwest)
March 3 - 4, 2020
This is a past event. To see the list of our current events, please click  HERE

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)

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)

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 specializes in the acquisition and operations of “B and C” multifamily assets. 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 Mid West markets. Our goal is to grow at the right pace with the right assets and the best team. Providing our residents with the most comfortable 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. 

Ben Beggs

VP Sales & Marketing
redIQ

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

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)

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)

Chris Brooks

Director of Sales
Vector Security

Chris Brooks is a tenured leader in the security and automation space with 20 years’ experience.  Chris leads Vector Security’s sales efforts and strategies across all 37+ branch locations.  Prior to joining Vector Security, Chris held various sales and operations leadership roles at Protections 1 and ADT, most recently as Regional Vice President.  Vector Security has been providing services in the multifamily space for over 40 years.  Recently Vector security has made investments in offering a more robust automation platform for Multifamily owners and operators. 

Douglas Burt

VP of Acquisitons - Texas
29th Street Capital

Doug Burt is the Vice President of  Multifamily Acquisitions for Houston and Dallas/Fort Worth. He is responsible for all facets of 29SC multifamily acquisitions and asset management strategies in the region. In addition to sourcing and completing acquisitions, his responsibilities at 29SC include complete oversight of projects; selecting third-party management; and overseeing all capital projects, marketing/design and dispositions.Prior to his role at 29SC, Burt served as a multifamily broker and acquisitions analyst for a regional firm in Houston. He earned his BBA in Rea ... (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)

Collin Chlebak

Real Estate Practice Leader
Virtus

J. Collin Chlebak, Vice President joined Virtus in a production role in 2015. He leads the Virtus National Real Estate Practice that touches over 300,000 multifamily units and 100M+ square feet of commercial real estate. Collin provides hands-on insurance consultation and brokerage services to owners, operators and developers of multifamily and commercial real estate across the country. He takes pride delivering customized insurance strategies to achieve the business goals of industry leading firms. Before joining Virtus, Collin worked with both elected officials and business executives to solve challenging problems in Dallas, TX. His passion for real estate ignited after being a ... (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)

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 Managing Director at Hunt Real Estate Capital (“HREC”), a subsidiary of ORIX Real Estate Capital Holdings, LLC. Mr. Cross originates HREC’s full range of debt product for multifamily and other commercial assets nationwide, and has expertise in all Fannie Mae, Freddie Mac, FHA, CMBS, Mezzanine and Bridge loan executions. During his time at HREC, Mr. Cross and his Dallas originations team have originated more than $1.7 billion in various debt products, and received recognition as the firm’s top production team in 2013 and 2017. Mr. Cross’ loan structuring skills mirror the firm’s reputation for working with clients to find creative solutions to al ... (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)

Jim Duey

VP Acqusitions
Milestone

James B. Duey leads Milestone’s acquisition activities in Texas and the Southwestern United States. He is responsible for identifying, underwriting and negotiating asset and portfolio acquisitions. Over the past 15 years, Mr. Duey has acquired over 15,000 multifamily units, representing approximately $1.5 billion of real estate investments for the firm. Prior to leading Milestone’s acquisition activities, Mr. Duey was the Director of Capital Services for Milestone and was responsible for managing the firm’s capital enhancement and value-add strategy. Prior to joining Milestone, Mr. Duey served at Insignia Financial Group, an early leader in distressed real estate investing, for n ... (view full description)

Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

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

James D’Argenio

Senior Principal: Acquisitions
The Bascom Group

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

Managing Director
Harrison Street

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)

Doug Esteves

Private Construction Lender
Parkview Financial

Doug Esteves is a Senior Loan Originator for Parkview Financial. He has over 30 years of experience as a real estate investor and financier. Doug is responsible for the evaluation of lending and investment opportunities including acquisition, development, and repositioning of commercial real estate and land for development. He gained most of his vast experience in operational leadership positions as Director of Real Estate Finance for Bridge Financial Corp., and VP of Commercial Lending for USA Commercial Mortgage. Doug received his Bachelors Degree from California Polytechnic State University, San Luis Obispo and holds a California Real Estate Broker license. ... (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)

Bill Fisher

Founder
Rise Residential

Bill Fisher operates Sonoma Housing Advisors, LLC and works with some of the largest affordable housing developers in the Southwest. Bill has been involved in the development and management of more than 10,000 units over the past 20 years and is considered an expert in HUD and Affordable Housing compliance.
 

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)

Bruce Fraser

Managing Partner
Elkhorn Capital Partners

Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets.Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $350M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisitions.  He is a disciplined quantitative investor that successfully utilizes macro-economic indicators that are the basis for the proven t ... (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

Angelique Goodnough

Executive Vice President
Roscoe Property Management

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

Managing Director
Greystone|ISG

Lee Haight

Owner
Roofing Professionals

Chris Harris

Senior Vice President - Capital Markets
Walker & Dunlop

Chris Harris, senior vice president, is responsible for nationwide equity placement and loan originations and is located Walker & Dunlop’s Dallas, Texas office. Throughout his career, Mr. Harris has originated over $14 billion in equity and debt financings for multifamily, student, and affordable properties throughout the United States.   Prior to joining Walker & Dunlop, Mr. Harris served as a principal and chief financial officer at Criterion Development Partners, LLC where he was responsible for finance, accounting, planning, investor relations, and risk management. Before Criterion, Mr. Harris was employed by FirstWorthing where he served as executive vice president, ... (view full description)

David Heiden

Managing Partner
W Financial

David M. Heiden oversees the loan origination and investment activities of W Financial. He joined as a Partner in 2007, bringing an exceptional 25-year track record of appraising, analyzing and underwriting real property and structuring loans on diverse property types across the US. Mr. Heiden has also served as Vice President of BRT Realty Trust (a publicly-traded REIT), Senior Loan Officer at GMAC Commercial Mortgage, and Vice President of Bankers Federal Savings. Mr. Heiden received a Master's Degree in Real Estate from New York University in 1997 with a concentration in real estate valuation, and a Bachelor’s Degree in Finance from Baruch College in 1989. Mr. Heiden is a New York State C ... (view full description)

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)

Sunder Jambunathan

Principal
Certes Partners

Mr. Jambunathan has extensive experience as a commercial real estate investor, having closed over $600M of acquisitions and having had asset management responsibility for over $1.2B of assets across the United States. He has played a key role in the acquisition, financing and management of hospitality, multifamily, and development strategies and has most recently overseen 2 completed condo developments, including a 69 unit luxury conversion in Manhattan as well as a 273 unit ground-up project in Seattle, WA. Prior to forming Certes, Mr. Jambunathan spent 6 years at RREEF, a real estate investment manager with EUR 43.6B under management. Most recently, he served as an Assistant Vi ... (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

Ryan is the Assistant Vice President of Investments for The Laramar Group and is responsible for identifying investment opportunities in Austin and San Antonio. Prior to becoming Assistant Vice President, he was the Investment Manager for The Laramar Group and was responsible for acquisitions, dispositions and portfolio management throughout the Western United States. Additionally, he assisted Nine Four Ventures, a venture capital fund and Laramar’s sister company, in the sourcing and execution of investments and leading the integration of property technology within the Laramar portfolio. Ryan returned to Laram ... (view full description)

Zamir Kazi

CEO
Berkshire Property Holdings

Zamir is the CEO and co-founder of Berkshire Property Holdings. He is responsible for the overall operations and management of Berkshire Property Holdings, as well as overseeing the origination, structuring and asset management of all of Berkshire’s investment activities. Zamir has overseen over 36 successful real estate transactions for Berkshire Property Holdings. Zamir attended FSU and graduated magna cum laude with a Bachelor’s degree in Pre-Med with Business. Post university, Zamir started and sold several successful business and has been frequently published in Forbes Magazine, Entrepreneur, Inc and The Huffington Post. A true entrepreneur, Zamir’s vision, verve and drive are int ... (view full description)

Stephanie Koenig

Chief of Staff & Head of Investor Relations
Moderne Ventures

Stephanie Koenig is the Chief of Staff and Head of Investor Relations at Moderne Ventures. Her responsibilities include due diligence, deal screening, portfolio management, technology trends research, industry analysis and investor management. Prior to joining Moderne Ventures, Stephanie was as an Analyst at GCM Grosvenor, a global investment and advisory firm that specializes in alternative investments, such as hedge funds, private equity, real estate, and infrastructure.Stephanie received her Bachelor of Arts with honors in Psychology and Communication and a concentration in Financ ... (view full description)

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/Managing Partner
Raven Multifamily

Ramana Korada is the co-founder and managing partner of Raven Multifamily which acquires B & C class multifamily assets in landlord friendly and growth markets. Raven multifamily  syndicated ~3000 units in three different markets in the last 3.5 years. Ramana Korada is passionate about adding value to investors as well as providing safe, clean environment to tenants.

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.

Chihiro Kurokawa

Founder/Managing Partner
BlackRiver Equity Partners

I founded BlackRiver Equity Partners in early 2017 and we made our first acquisitions in 2019. We currently own and operate multifamily properties in Abilene and Dallas, Texas. I am a 2015 MBA graduate of the UCLA Anderson School of Management.  

Shane Lee

Vice President
Peak Capital Partners

Shane is responsible for overseeing acquisitions and operations of multi-family assets in select U.S. markets, specifically across Texas and Louisiana. Shane interned as an Acquisitions Analyst for Peak Capital. He then worked as an Acquisition Associate for TriVest McNeil Real Estate where he oversaw the acquisitions, dispositions, and operations of multi-family assets in several States.

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)

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)

Ronald Muzii

Managing Director
Canyon Partners Real Estate LLC

Ronald Muzii is a Managing Director of Canyon Partners Real Estate LLC. Mr. Muzii is based in South Florida and is responsible for sourcing, structuring and executing new debt and equity investment opportunities in the Southeast region. Mr. Muzii has over 30 years of experience in finance and real estate investment. During his career, Mr. Muzii has facilitated the acquisition, financing and development of over $2 billion of real estate in various sectors including multifamily, retail, hospitality, office and industrial. Prior to joining Canyon, Mr. Muzii held executive positions in a variety of private and public organizations including the following: Manager for Laventhol & Horwath, an ... (view full description)

Chris Nebenzahl

Institutional Research Manager
Yardi Matrix

Chris Nebenzahl is the Institutional Research Manager at Yardi Matrix, and is responsible for overseeing market research and data analytics, as well as editorial composition for Yardi Matrix, Commercial Property Executive and Multi-housing News. Mr. Nebenzahl facilitates the expansion of the Yardi Matrix reporting suite and provides in-depth analytical tools for clients across the commercial real estate industry. His focus includes data analytics and reporting for the multifamily, office, self-storage and industrial asset classes. Before joining Yardi, Mr. Nebenzahl served as a portfolio manager for the Bank of New York Mellon, managing fixed income portfolios for municipal and p ... (view full description)

Desirée Patno

CEO & President
NAWRB

As the CEO & President of Women in the Housing & Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. (DPE) Real Estate Brokerage, Advisor & Investor for AmicusBrain—AI for Aging Population, CSO for ZuluTime, Publisher, Connector and a National Speaker, Desirée Patno’s network and wealth of knowledge crosses a vast economic footprint. With three decades specializing in the Housing & Real Estate Ecosystem and owning my own successful brokerage, she leads my executive team’s expertise of Social Impact, Gender Equality and Access to Capital, and provides personalized advisory services to the Real Estate and Famil ... (view full description)

Ryan Phillips

VP of Sales
Appfolio Investment Management

Ryan Phillips has been in the software technology industry for over 13 years. He started his career in the web-conferencing space, selling the GoTo Suite for Citrix Online, who is now LogMeIn. Ryan transitioned to the Real Estate industry in 2013, joining Appfolio and working very closely with property managers around the country. Ryan has led multiple teams selling Appfolio’s Property Management software, and recently joined the Investment Management division to head up Sales. Ryan has personally witnessed the rise and impact that technology has had on the Real Estate Mega-Vertical, specifically how those who have adopted technology have come out ahead, and while those slower to ... (view full description)

Lani Porter

EVP and Managing Director
CALCAP Properties

Lani has been a Senior Executive for 30 years, specializing in building operations and technology platforms from the ground up. Prior to CALCAP she served as Senior Vice President of Operations for American Residential Properties (NYSE:ARPI). There she built the operations and proprietary technology that enabled the company to grow their portfolio of assets to 1.7B and successfully IPO within the first 12 months of operations. Ms. Porter was a founding executive of GetSmart.com, serving as Senior Vice President of Operations where she helped create the first online marketplace for consumer lending. GetSmart.com was ultimately acquired by Barry Diller’s Interacti ... (view full description)

Sean Ribble

Head of Business Development
Greenworks Lending

Jeff Rosenfeld

EVP Chief Business Development Officer
Adivo Construction

As EVP and Chief Business Development Officer at Adivo Construction, Jeff focuses on the development and growth of the business through building relationships in the industry, identifying opportunities, and completing business deals. Combining Jeff's strategic thinking and sharp executions enables the business to reach targets, goals, and attain objectives.

Ron Rossi

VP, Business Development
IMS CRE

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

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)

Amy Saunders

Partner
Titan Capital Investments

Amy Saunders is a Partner at Titan Capital Investments, a boutique commercial real estate firm based in Atlanta, GA. The firm specializes in multifamily value add projects across the Southeast, US.  Amy has expertise across the deal spectrum from both the transactional and operational perspectives. Currently, she leads acquisition strategy and oversees investor relationships for over $200M in assets. Her focus is developing true long-term relationships with our capital partners that allow th ... (view full description)

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.
 

Kevin Shane

Executive Vice President, Capital Markets
Sharestates

Kevin is the EVP of Capital Markets for Sharestates. He focuses on raising debt capital for Sharestates from institutional funds. He is also the representative for the Company within the fintech and finance industries, where you’ll see him at many of the events around the country. Prior to Sharestates, Kevin was the Director of GSummit, where he played a major role in the growth of the gamification industry. Before GSummit, Kevin was an early employee at Lending Club, where he first learned about the marketplace lending industry, ultimately driving his desire to work in real estate marketplace lending. Kevin is a graduate of Babson College.

Andrew Shook

Head of Commercial Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

Tony Spaeth

Managing Director
Greystone

Tony SpaethManaging DirectorGreystoneTony Spaeth has been involved in commercial real estate in Texas; and nationally, for over 36 years now. For the past 16 yrs. he has served as a Managing Director at Greystone and is responsible for Greystone’s multifamily loan originations throughout Texas, and is based in Greystone’s Irving, TX Office. Tony; and Team, serve a nationwide base of multifamily property owners and mortgage bankers with a variety o ... (view full description)

Ben Suttles

Co-Founder
Disrupt Equity

Ben has been an entrepreneur for 15 years, first starting his career in IT sales and business development then onto management. His background in management and sales has helped him propel into commercial real estate, first starting in 2013. Over the last 7 years he has been involved in the acquisition & asset management of nine multifamily properties, through partnerships and Disrupt Equity, totaling over $90MM in current AUM and the purchase and sale of over 1600+ units.  

Shane Thomas

Managing Partner
Catalyst Equity

Shane is a Canadian-born seasoned real estate entrepreneur and co-founder of Catalyst Equity Partners.  Shane started his real estate career at the age of 23 with single family rentals. Since moving to United States in 2010, Shane has focused on multifamily investing. Shane has over 10 years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues and reduce costs by implementing streamlined processes, systems and technology.   Catalyst Equity Partners is a Texas-based privately held real estate investment firm focused on the acquisition and management of ... (view full description)

George Vallone

President
The Hoboken Brownstone Company

As President of The Hoboken Brownstone Company (HBCo) -- a multi-faceted real estate development firm active along New Jersey’s Hudson River “Gold Coast” -- George Vallone, along with his friend and Business Partner for over 37 years - Chief Operating Officer Daniel Gans, has compiled extensive experience in urban housing through a socially conscious approach to development.  Their mission statement is “Quality real estate development means quality community development.”   His firm has been responsible for renovating brownstones, brick row houses and has built mid-rise and hi-rise condominiums in Hoboken and Jersey City. His development companies specialize in large mixed-use Br ... (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)

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)

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)

Charles Williams

Managing Member
Pioneer Realty Capital

Charles Williams is the Managing Member of Pioneer Realty Capital and the PRC CREF School.  He is an experienced entrepreneur with over 30+ years of experience launching and managing successful businesses.    Mr. Williams participates in all phases of capital sourcing, analytics, structuring, debt and equity placement.  For more than 15+ years he has negotiated interim, permanent, and joint venture financing for mixed use master-planned communities, office buildings, shopping centers, multi-family, industrial, mini/RV/boat storage and multiple specialty projects throughout the United States.   Mr. Williams received his bachelor’s in business and MBA with a focus on accounting and finance fro ... (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)

Aron Youngerwood

Senior Vice President
Aminim Group

Aron is a Senior Vice President at Aminim Group (“Aminim”), a private real estate investment management firm with over $1 billion in AUM.Aminim is led by an experienced management team with a proven track record over more than 20 years.  Aminim mainly targets value-add deals which show potential for increasing the asset’s NOI, resulting in attractive projected  annual cash flow and returns at exit.   Aminim focuses on opportunities in markets displaying strong rent growth, positive migration, job growth, and demographics with the propensity to rent.  Amin ... (view full description)

Tal Zemer

Chief Operating Officer
Turnaround Solutions LP

Tal Zemer is the Chief Operating Officer, General Counsel, and Partner of Turnaround Solutions LP and its domestically distributed interior finishes brand, TASORO.  Turnaround Solutions and its TASORO brand are the leading turnkey and out of the box solutions for interior finishes in thousands of multifamily value-add and ground up projects nationwide.  With 20+ years of experience, Tal is responsible for the operations, finance, brand and business development, legal, marketing, and client satisfaction of both the construction and materials arms of the businesses.  His focus is to raise client’s standards with higher quality product, lower construction and materials costs, ... (view full description)

Jonathan Zilber

Senior Vice President
Meridian Capital Group

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

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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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.

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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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