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Joshua Aven

CEO, Founder
Aven Financial Group

Joshua is a serial entrepreneur coming from the private equity/real estate finance world and has co-founded or invested in many companies.  Joshua Aven is an owner and Chief Executive Officer of Aven Financial Group.  Josh has grown the business into a leading boutique firm with specializations in real estate finance.  Being passionate about the social giving space, Josh has invested and devoted time to for-profit companies which have a model that gives significant portions of their profit to charities and the world's greatest causes.  These companies are the perfect intersection of commerce and philanthropy while impacting the social good envir ... (view full description)

Andrew Barnum

VP, Portfolio Solutions R & D
Cetera Financial Group

Doyle Bartlett

Founder & CEO
Eris Group

Bruce Batkin

President & CEO
Terra Capital Partners, LLC

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused on mezzanine, preferred equity and bridge investments.  Since its founding in 2002, Terra has originated and managed over 300 investments in 45 million square feet of U.S. property.  It is the sponsor of Terra Income Funds, fixed income alternative investments sold to individual investors through a network of 20,000 financial advisors. Mr. Batkin has over 35 years’ experience in real estate acquisition, finance, development, management and investment banking. Prior to founding Terra, he held senior management positions at Merril ... (view full description)

David Becker

Managing Director & Member, TEI Executive Advisory Committee
Time Equities, Inc.

DAVID BECKER | Managing Director – Member, TEI Executive Advisory Committee
Mr. Becker oversees all Equity Department personnel and capital strategies including institutional equity, strategic joint ventures, family offices, and a series of investment funds offered throughout the Broker-Dealer financial advisory community. Mr. Becker also has acquisition and asset management experience and searches for new acquisition targets that meet TEI’s investment objectives. Mr. Becker graduated from Tulane University’s A.B. Freeman School of Business with dual degrees in finance and accounting

Ronald Birnbaum

Financial Advisor
Creative Wealth Advisors, LLC

Ron Birnbaum has been an independent financial advisor since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies. His vast knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities.  Ron's extensive experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs.  In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 rep ... (view full description)

Ken Carpenter

President
Rodin Global Property Advisors

Over his 17 year real estate career, Mr. Carpenter has acquired and managed over $2.5B of net lease properties, comprising over 12MM square feet of office, industrial, healthcare, retail, and special use properties. Mr. Carpenter also has significant experience financing net lease and other real estate as both a borrower and a lender.  In addition he has experience investing in various multifamily assets. Mr. Carpenter’s management experience includes leading a team of over 70 finance and investment professionals based in the U.S., Europe, and India.   Mr. Carpenter serves as a Managing Director of Cantor Fitzgerald. Prior to joining Cantor in January 2013, Mr. Carpenter was affi ... (view full description)

Tony Chereso

President & CEO
Institute for Portfolio Alternatives

As President  & CEO of the Investment Program Association, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President and CEO for FactRight, LLC, a leading third party independent due diligence and research firm. Tony oversaw FactRight’s strategic initiatives, business development and operations. Prior to FactRight, Tony was the Director of National Sales for a national real estate syndicator and was responsible ... (view full description)

Michael Choate

Partner
Proskauer

Michael Choate is a partner in the Corporate Department and is a member of the Real Estate Capital Markets Group. Michael focuses on securities and corporate finance matters including public and private offerings of both equity and debt securities, with an emphasis on Real Estate Investment Trusts (REITs), mergers and acquisitions, corporate governance issues and federal securities compliance matters. Michael’s representative experience includes: >      Advising publicly-traded and unlisted REITs in equity and debt offerings of more than $20 billion >      Structuring public and private equity and debt offerings >      Representing publicly and privatel ... (view full description)

Alice Connaughton

Partner
Morrison & Foerster LLP

Ali Connaughton is a partner in Morrison & Foerster’s Corporate Finance | Capital Markets  and REIT practices. She has been recognized as a leading lawyer for REITs by Chamber USA. Her practice focuses on representing public and private companies, including real estate investment trusts (REITs), in a variety of corporate and securities matters, including, among other things, public and private securities offerings and tender offers. She regularly advises boards of directors, audit committees and management with respect to strategic matters and corporate governance issues. Ali also routinely counsels public company clients with respect to compliance with federal and state securit ... (view full description)

Arthur Cordts

President
Synergy Wealth Management

Anya Coverman

Director of Government Affairs & General Counsel
Investment Program Association

Anya Coverman has extensive financial services experience spanning legal, regulatory, legislative and public affairs. In her current role as Director of Government Affairs and General Counsel at the Investment Program Association (IPA), Ms. Coverman’s work focuses on financial services policy and she regularly interacts with legislators, regulators and stakeholders at the federal and state levels. Ms. Coverman is also a regular speaker at conferences and other public events, and is often quoted in financial news and other publications. Prior to joining the IPA, Ms. Coverman was the Deputy Director of Policy and Associate General Counsel at the North American Securities Administrators Associa ... (view full description)

Jack Creighton

Founder & Managing Member
Sourcenet Investment Services LLC

Jim Croker

Partner
Alston & Bird LLP

Jim Croker is a tax partner in the Washington, DC office of Alston & Bird LLP. Jim has represented numerous publicly traded and unlisted REIT issuers and underwriters in equity and debt offerings, as well as investment, divestment and joint venture transactions. He has also represented institutional investors making investments in public and private REITs. He has written and spoken on various REIT issues, particularly foreign investment in US REITs. He is a member of NAREIT and AFIRE.

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at www.thediwire.com.  His guidance has been sought out by t ... (view full description)

Joseph Delaney

Registered SEC Broker-Dealer
J.V. Delaney & Associates

Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a b ... (view full description)

Drew Dornbusch

Chief Operating Officer
NorthStar Securities

Mr. Dornbusch serves Director, Product Development at Colony NorthStar, Inc. (NYSE: CLNS). Since entering the alternative investment industry in 2004, Mr. Dornbusch has served in various capacities for a number of sponsors. Prior to his work with financial products, Mr. Dornbusch practiced law at the Minneapolis office of Dorsey & Whitney LLP.

Mark Earley

CEO & President
Hines Securities, Inc.

Mr. Earley has over 22 years of experience in financial services. He joined Hines in September 2003, and was the Executive Director responsible for overseeing share distribution of the Hines REIT and Global REIT securities offered by Hines Securities, Inc. until July 2010. Mr. Earley provided leadership and direction through coaching on sales techniques and product training. He monitored performance via field travel and developed metrics used to measure sales team effectiveness. As Executive Director, Mr. Earley promoted products and represented the firm through meetings and conferences with Selected Dealers. Working with the Hines executive management team, he develo ... (view full description)

Peter Fass

Partner
Proskauer Rose, LLP

      Peter Fass, a partner, co-heads the Real Estate Capital Markets Group, which handles all aspects of the disciplines involved in the execution of a real estate securities transaction (corporate, partnership, tax, ERISA, securities and real estate law). He is uniquely qualified to assist issuers, underwriters, lenders and investors (both taxable and tax-exempt) in evaluating a real estate securities transaction, structuring such a transaction and then executing the transaction from start to finish.         With over 40 years of experience in every type of real estate securities and syndication transaction, Peter has been counsel on many of the largest private and publicly off ... (view full description)

Alan Feldman

Chief Executive Officer
Resource

Alan F. Feldman serves as Chief Executive Officer of Resource and for its sponsored REITs, as well as CEO and Trustee for its Liquid Alternative Funds.  Mr. Feldman joined Resource in 2002 and has over 25 years of real estate investment experience.  Prior to joining Resource, Mr. Feldman served as Vice President at Lazard, a global investment banking firm specializing in real estate advisory work. Previously, he served as an executive at the Pennsylvania Real Estate Investment Trust. Mr. Feldman began his real estate investment career as Director at Strouse, Greenberg & Co., a full service real estate company. Mr. Feldman received a BS and MS in chemical engineering from Tufts University ... (view full description)

Thomas Finnegan

Managing Director
American Portfolios Financial Services, Inc.

Thomas J. Finnegan, CFP, is a Managing Director of American Portfolios. He attended Ithaca College and Cornell University Graduate School where he studied finance. In 2002, he joined American Portfolios Financial Services, a national independent broker dealer, as an independent financial, tax and estate planning advisor. Tom specializes in comprehensive financial and insurance planning for individuals and businesses. A 1995 Leadership Huntington graduate, Tom is a Past President of the Rotary Club of Huntington and a Past President of the Townwide Fund of Huntington.

Kevin Gannon

Managing Director
Robert A. Stanger & Co.

Mr. Gannon serves as Chairman of Robert A. Stanger & Co., directing the firm's activities, including mergers and acquisitions, valuation, litigation support and advisory services. Mr. Gannon has been the lead banker on real estate consolidation and mergers and acquisition transactions involving over $40 billion of real estate and management company’s assets. Mr. Gannon has also been active in the analysis, evaluation and sale of corporate and partnership investments in real estate, oil and gas, equipment leasing, agriculture, bio-technology, and food processing. Mr. Gannon has completed more than $1 billion in financing transactions in these areas including bank financings and private an ... (view full description)

Taylor Garrett

CEO
Orchard Securities, LLC

Taylor Garrett is currently the CEO and Partner of Orchard Securities, LLC, an investment bank focused on structuring and capital raising for private and public securities related to alternative investments. He has been actively involved in capital raising and structuring for over 300 different programs the company has represented. Since 2004, Taylor has been involved in sourcing over $3.0 billion in equity. Mr. Garrett graduated from Utah Valley University with a Bachelor of Science in General Business Management and a Masters in Business Administration at Brigham Young University. Mr. Garrett played collegiate baseball and actively plays golf and enjoys endurance running. He ha ... (view full description)

Jason Goode

Partner
Alston & Bird LLP

Jason Goode is a corporate partner and a member of the firm's REIT team. He focuses his practice on public and private securities offerings, mergers and acquisitions, corporate governance, securities law compliance, restructurings and other complex business transactions. He is a frequent speaker on securities and corporate governance issues. Mr. Goode regularly represents corporations and private equity firms in acquisitions, divestitures, mergers, financings and leveraged buyouts. He also represents numerous companies (including REITs) in their fund formation, public securities offerings and private placements. Mr. Goode regularly advises boards of directors on corporate governance is ... (view full description)

Neil Greene

SVP & Due Diligence
Newbridge Securities

Neil Greene’s career in the financial services industry began more than 27 years ago in the New York office of Lehman Brothers.  Currently, Neil is responsible for due diligence related to alternative investments and other packaged products, as well as the sales and marketing of the investments approved for sale at Newbridge Securities Corporation.  Neil has a diverse background in the financial services industry and is credited with building the insurance, annuity and alternative investment departments at Newbridge Securities.  He takes a strategic, yet personal approach when reviewing offerings and is active in the due diligence community attending various seminars and industry ... (view full description)

Tony Grego

Associate Executive Director
ADISA

Tony Grego serves as the Associate Executive Director for the Alternative & Direct Investment Securities Association (ADISA). He draws upon approximately 30 years of experience in the financial industry to help attract new members and assist existing members, including providing networking and marketing solutions, brainstorming new ways to offer products and services, providing business referrals, market trends and more. He also assists in attracting exhibitors and attendees to experience educational programs and networking opportunities at regional and national conferences. ADISA is the leading alternative investment association providing education, networking and advocacy to its member ... (view full description)

Robert Grunewald

CEO
Flat Rock Global, LLC

Robert K. Grunewald is the CEO and Founder of Flat Rock Global, LLC, an alternative asset manager focused on developing yield driven investment strategies in sectors deemphasized by banks.  Flat Rock’s initial fund, Flat Rock Capital is a BDC investing in first lien, senior secured loans to middle market companies. Mr. Grunewald previously served as the President and Chief Investment Officer of Business Development Corp. of America (BDCA).  During his tenure at BDCA, Mr. Grunewald grew the company from $2.5 million of assets under management to $2.7 billion.  BDCA was the top performing non-traded BDC in 2012, 2013 and 2014.  Mr. Grunewald hired the investment and origination tea ... (view full description)

Keith Hall

CEO
KBS Strategic Opportunity REIT

Keith Hall is co-founder of KBS Capital Advisors and Executive Vice President of both KBS REIT I and KBS REIT II. Mr. Hall is also co-founder of WillowBrook Capital Group, LLC, an asset management company located in Los Angeles, CA. Prior to forming Willowbrook Capital, Mr. Hall was a Managing Director at Credit Suisse, where he managed Credit Suisse’s Distribution Strategy and Business Development for the Principal Transaction Group’s real estate securities portfolio, Mr. Hall’s two primary business unit responsibilities were Mezzanine Lending and Commercial Real Estate Development. Before joining Credit Suisse in 1996, Mr. Hall served as a Director in the Real Estate Products Group at Nomu ... (view full description)

Howard Hirsch

Chief Legal Officer
Griffin Capital Essential Asset REIT

Howard S. Hirsch is the Chief Legal Officer and Secretary for Griffin Capital Essential Asset REIT II, Inc., positions he has held since April 2019. From June 2014 to April 2019, Mr. Hirsch served as Vice President and Secretary. Mr. Hirsch served as Chief Legal Officer and Secretary of Griffin Capital Essential Asset REIT, Inc. (GCEAR) from December 2018 to April 2019. Prior to that, he served as GCEAR's Vice President and Assistant Secretary from January 2015 until December 2018. Mr. Hirsch also serves as Vice President and Assistant Secretary of Griffin Institutional Access Real Estate Fund, positions he has held since January 2015; and as Vice President and Assistant Secretary of Griffin ... (view full description)

Lucas Johnson

Due Diligence Analyst
National Planning Holdings, Inc

Brian Jones

Co-Founder
Active Allocator

Daniel Joyce

Senior Investment Specialist
WestPark Capital

Susan Kelly

Director, Investment Management and Research
Commonwealth Financial Network

Brett Klein

Managing Director & Head of Alternative Products
Colony NorthStar, Inc.

Rosemarie Leong

Due Diligence Manager
Silverhawk Private Wealth

Rosemarie brings 20 years' experience in the securities industry, currently serving as due diligence consultant for Silverhawk Private Wealth, a wealth management firm located in Scottsdale, Arizona. She has worked in wholesale distribution channels, as a financial advisor at Paine Webber, managed the top financial planning team at SmithBarney/Los Angeles and served as a VP at Prudential Financial/Los Angeles where she became the firm's #1 national high net worth client asset manager. Previously, Rosemarie was a statistical analyst at the United Nations International Labor Organization (ILO) in Geneva, Switzerland. She is fluent in five languages.

Steven Lichtenfeld

Partner
Proskauer

Steven L. Lichtenfeld is Co-Chair of both Proskauer Rose's Real Estate Capital Markets and Real Estate Finance Groups where he focuses on public offerings and private placements of debt and equity securities, mergers and acquisitions, senior and mezzanine financings and other corporate, partnership and limited liability company matters. Recognized by Chambers USA as “a strong advocate who will leave no stone unturned", Steven brings to bear the unique ability to handle all aspects of real estate capital markets and finance transactions involving debt, equity, fund formation, mergers and acquisitions, REITs and joint ventures. In fact, Steven handles every facet of these transactions, includi ... (view full description)

Paul Mathews

VP
FINRA

Paul Mathews is the Director of FINRA’s Corporate Financing Department. The Department regulates securities underwritings and other capital-raising activities of FINRA firms to help ensure compliance with FINRA rules and federal securities laws. Recent investor protection initiatives he has directed include adoption of new rules governing member private offerings (MPOs) and regulating conflicts of interest in underwritten public offerings. He has also had a significant role in shaping several recent FINRA regulatory notices concerning the obligations of firms when distributing securities in public and private offerings. Previously he served as the Departmentâ&euro ... (view full description)

Jonathan Miller

President & CEO
Parsonex Enterprises

Jonathan Miller is the President & CEO of Parsonex Enterprises, Inc. and its affiliates and has been an investment professional, financial services executive and entrepreneur for over 18 years. Mr. Miller owns several companies including two broker dealers, an SEC registered investment adviser, an insurance agency, and a franchise company.  The firm has approximately 70 representatives and 10 branch offices and is headquartered in Englewood, Colorado.  In 2015 the firm acquired Avere Financial Group, LLC, a private placement broker dealer in Dallas, Texas to increase its distribution of alternative investments.  Mr. Miller is a founding partner of Apex Integrated Capital, LLC ... (view full description)

Kirk Montgomery

Partner
Kirk Montgomery Law, LLC

Kirk Montgomery is the Managing Partner of Kirk Montgomery Law, a law firm specializing in legal and regulatory matters related to real estate and other private placement offerings as well as broker dealer, registered investment advisor and family office law and governance.   Kirk is also a principal of recently formed Addison Montgomery, LLC, a consulting company focused on the structuring, formation and distribution of alternative investments. Addison Montgomery also specializes in charitable foundation formation, governance, strategic grantmaking and next gen program development.   For over 30 years, in addition to private practice experience, Kirk served as Genera ... (view full description)

Mitchell Morrison

Managing Director, Due Diligence/ Corporate Development
Westpark Capital Securities

Mr. Morrison has over thirty-five years experience in financial services and specializes in national sales, philanthropy/charitable planning. Mitchell is a Managing Director at Westpark Capital, Irvine California.  Mitch is a Registered Fiduciary and nationally known speaker on foundations/charitable gift planning. Mitchell was also formerly with the Federal Bureau of Investigation stationed in Washington D. C. and New York City. He is the author of two books, "Charity is a Contact Sport," through Winepress Publishing, and "Why Trump Won" Amazon Publishing. He is the creator of the Certified Charitable Gift Planner (CCGP) designation certified by the California Bar Association. He is the fou ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

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

Daniel Oschin

Chief Strategy Officer
Shopoff Realty Investments, L.P.

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the companys platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than twenty five years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of ... (view full description)

Owen Pinkerton

Partner
Morris, Manning & Martin, LLP

Owen Pinkerton is a Partner in the Corporate, Securities, Real Estate Capital Markets, and Funds & Alternative Investments practices. Mr. Pinkerton counsels public and private issuers and underwriters on regulatory and transactional matters such as public and private offerings, and ongoing regulatory compliance with the federal securities laws. In particular, he frequently advises business development companies (BDCs) and real estate investment trusts (REITs), with a focus on publicly registered, non-traded BDCs and REITs. Mr. Pinkerton provides ongoing regulatory advice to his clients regarding general corporate governance matters, including preparing and reviewing periodic reports unde ... (view full description)

Ashley Pridemore

Associate Attorney
Snyder Kearney, LLC

Ashley Pridemore is an associate attorney at Snyder Kearney where she represents broker-dealers in a range of securities transactions, including: (i) real estate investment trusts (REITs); (ii) business development companies (BDCs); (iii) private equity offerings; (iv) closed-end funds, including interval funds; and (v) programs structured to qualify as like-kind exchanges under Section 1031 of the Internal Revenue Code. Ashley is a graduate of the University of Maryland Francis King Carey School of Law, where she graduated cum laude.  During her time in law school, Ashley was a member of the National Trial Team, an articles editor of the Journal of Business and Technology law and a member o ... (view full description)

Mark Quinn

Director of Regulatory Affairs
Cetera Financial Group

Mark Quinn is the Director of Regulatory Affairs for Cetera Financial Group, the corporate parent of a group of broker-dealers and Registered Investment Advisors with more than 7,500 representatives located across the United States.  He manages a team of professionals responsible for examinations, investigations, and enforcement activity with regulatory agencies including the SEC, FINRA, DOL, and state securities authorities.   He is also responsible for advocacy and development of regulatory policy on behalf of the firm.   Prior to joining Cetera, Mr. Quinn was the Chief Risk Officer of First Allied Securities, Inc., and was formerly Senior Vice President and General Counsel of Royal Allian ... (view full description)

John Mark Ramsey

Co-Founder & CEO
Sentio Investments, LLC

John Mark Ramsey is the Co-Founder and Chief Executive Officer of Sentio Investments, LLC, which offers flexible real estate capital solutions for senior housing and medical facility owners, operators and developers. Sentio Investments most recently served as the sole advisor to Sentio Healthcare Properties, Inc.  Sentio Healthcare Properties was a real estate investment trust, which invested exclusively in healthcare related real estate. Mr. Ramsey served as a Board member, President and Chief Executive Officer of the REIT.  Since becoming the lead executive in January of 2012, the Company successfully attracted institutional capital and more than doubled the size of the platform.  Mr. Rams ... (view full description)

Brian Ruben

Audit Partner
Deloitte & Touche LLP

Brian has over 24 years of public accounting experience serving real estate clients ranging from small private companies to publicly traded and multinational companies. He is the Central Region Real Estate Audit leader, co-leads our national practice for REITs, co-leads our real estate internal audit practice, and is a member of our U.S. real estate leadership team. In addition to real estate REITs, Brian has significant experience serving partnerships, investment managers, property managers, institutional advisers, private equity firms, developers, hotels, homebuilders, and public pension advisers. He is accredited in IFRS and has substantial experience in SEC matters, mergers and acq ... (view full description)

Tom Sittema

Chief Executive Officer
CNL Financial Group

Thomas K. Sittema is CEO of CNL Financial Group, an investment firm that provides real estate and alternative investments. Since its inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. In his role as CEO, Mr. Sittema leads a platform of diverse real estate investment trusts (REITs) and business development companies (BDCs). Mr. Sittema also serves as CEO, board chair and director of Corporate Capital Trust; CEO, board chair and trustee of Corporate Capital Trust II; board chair and director of CNL Growth Properties; vice chairman and director of CNL Lifestyle Properties; and chairman and director of CNL Healthcare Properties; C ... (view full description)

Todd Snyder

Managing Member
Snyder Kearney, LLC

Chris Stambaugh

Partner
DLA Piper

Chris Stambaugh is a partner in DLA Piper's Real Estate Capital Markets group. He advises public and private real estate funds on corporate and securities matters including fund formation, public securities offerings, private placements, tender offers, joint ventures, corporate governance and ongoing securities law compliance. Mr. Stambaugh focuses his practice on the non-traded REIT industry, having represented numerous publicly offered non-traded REITs sponsored by Dividend Capital, Behringer Harvard, KBS Capital Advisors and Wells Real Estate Funds, among others. Mr. Stambaugh also counsels broker-dealers on compliance with applicable regulations of the Financial Industry Regulatory Autho ... (view full description)

Allan Swaringen

President & CEO
JLL Income Property Trust

Mr. Swaringen has served as President & CEO of JLL Income Property Trust since November 2011.   As Chief Executive Officer, Mr. Swaringen leads the investment team and is responsible for all investing, asset management and finance functions, along with overseeing the strategic direction of the company. Additionally, Mr. Swaringen has served as Fund Manager for the company since its inception in 2004. As a Managing Director for LaSalle Investment Management, Mr. Swaringen also served, from its founding in 2000 until 2012, as President and Portfolio Manager for LaSalle Investment Company I and II, the firm's global co-investment program which invested in excess of $1.2 billion ... (view full description)

Jonathan Talcott

Partner and Co-Chair of Securities Practice Group
Nelson Mullins Riley & Scarborough LLP

Jon Talcott is a partner of Nelson Mullins Riley & Scarborough LLP and Co-Chair of the Securities Practice Group. He previously held the positions of Chair of the Corporate and Transactional Group and Managing Partner of the Washington, D.C. office.Experience Counsels financial services companies, including banks, thrifts, mortgage companies, mortgage REITs, business development companies, investment banks, and financial technology companies Practice focuses on mergers and acquisitions and securities offerings Has worked on a variety of public and private securitie ... (view full description)

Jeff Taylor

Managing Director & COO
Black Creek Group

Mike Terwilliger

Portfolio Manager
Resource

Michael Terwilliger serves as the Portfolio Manager for the Resource Credit Income Fund, charged with the day to day management of the fund. He has more than a decade of credit investment experience, with expertise in a range of products including high yield bonds, distressed debt, structured securities, bank loans and convertibles. Prior to joining Resource America, Mr. Terwilliger was a Senior Credit Analyst at Shenkman Capital, a prominent institutional credit manager focused on non-investment grade products.  At Shenkman, he primarily managed investments in the Retail and Food & Beverage sectors, with total exposure in excess of $1.2bn.  Previously, Mr. Terwilliger w ... (view full description)

Lavea Thomas

Executive Vice President National Accounts
Megatel Capital Investment

Rosemarie Thurston

Partner
Alston & Bird LLP

Rosemarie Thurston is a partner and leads the firm's REITs and Real Estate Funds practice. Ms. Thurston represents numerous REITs, real estate funds and real estate operating companies in their fund formation, public securities offerings, private placements, mergers and acquisitions, joint ventures, roll-ups, and ongoing securities law compliance. Ms. Thurston also counsels broker-dealers on compliance with applicable regulations of the Financial Industry Regulatory Authority (FINRA) in connection with the distribution of securities. She is one of the nation's most experienced attorneys in public securities offerings for REITs, having been lead counsel for over $50 billion of the ... (view full description)

Tim Toole

President and CEO
NorthStar Securities, LLC

Mr. Toole is the president of NorthStar Securities, LLC and is responsible for the day-to-day management of the broker-dealer. He brings more than 25 years of successful leadership at various public and private real estate and investment companies. Mr. Toole has spent a significant portion of his career structuring and directing sales and distribution teams introducing diverse offerings—such as variable annuities, structured products, unit trusts and others—to the marketplace. As a result, he has a depth of product knowledge and a unique understanding of the most effective ways to achieve results in the financial industry. Before joining NorthStar in September ... (view full description)

Brent VanNorman

President
TriLinc Global, LLC

Brent VanNorman serves as the President of TriLinc Global and is a key member of the Executive Management team. With responsibility for ensuring that the company’s investment systems and operational infrastructure can deliver exceptional results and that the company consistently delivers on its financial targets, Brent is responsible for planning, implementing and managing all financial, legal/structural, and operational activities of the Company and its affiliates. Mr. VanNorman brings a breadth of experience in business, accounting, data processing, and the law to the TriLinc management team. Prior to joining the Company, Brent served as a key member of the Intellectual Property and Litiga ... (view full description)
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Event Contacts for The 14th Annual New York Non-Traded REIT & Retail Alternative Investment Symposium

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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