This is a past event. To see the list of our current events, please click  HERE

Kenneth Bacon

Managing Partner
RailField Partners

Co-Founder & Managing Partner RailField Ken Bacon is the co-founder and managing partner of RailField, a multifamily investment and asset management firm in Bethesda, MD. He started RailField in 2013 following a 19-year career as executive vice-president of Fannie Mae’s Multifamily Mortgage Business, where he grew the firm’s portfolio from $56 billion to more than $195 billion. Previously, he was director of the Office of Securitization for the Resolution Trust Corporation and held officer positions at Morgan Stanley and Kidder Peabody. Ken serves as Chairman of the Board at Welltower (NYSE: WELL), Governance and Nominations Chair at Comcast (NASDAQ: CMCSA), ... (view full description)

Jerome Baglien

COO/CFO Real Estate
Benefit Street Partners, a Franklin Templeton Company

Jerry Baglien is a Managing Director, CFO and COO who functions as a Portfolio Manager of Real Estate, based in our New York office.  Prior to joining BSP in 2016, Mr Baglien was Director of Fund Finance for GTIS Partners, where he oversaw all finance and operations for GTIS funds.  Previously, he was an accounting manager at iStar Inc. with oversight of loans and special investments.

Mr Baglien received a Master of Business Administration from Kellstadt Graduate School of Business at DePaul University and a Bachelor of Science in Accounting from the University of Oregon.

Priyankar Baid


Priyankar is the CEO and Founder of OHI, a specialist real estate outsourcing service provider, in business since 2006. An experienced entrepreneur with 18+ years of managerial experience spanning consulting, finance, accounting, and technology in real estate industry. OHI is a strong 160+ member team serving over 75 commercial, residential and retail real estate developers and property management companies. OHI provides accounting, lease administration, financial underwriting, asset management and administrative support services for about 100,000 units across fifteen states in the USA. OHI's clientele includes 5 of the Top 50 Real Estate Developers and Management Compani ... (view full description)

Raj Bhatti

SVP Client Services

Mr. Bhatti is currently the SVP of Client Services at Cherre, a leading real estate data and analytics company.     Previously, as Global Chief Information Officer for Newmark Knight Frank, Raj led the build-out of a robust and connected data platform, which fostered analytical innovation, and created data products for internal use as well to service external clients.  As CIO, Raj led the design and development of a new data science platform utilizing Machine Learning on structured and unstructured data sources at Newmark.  Prior to joining Newmark, Mr. Bhatti had worked in various technology leadership roles at Royal Bank of Canada, Barclays Capital, Cantor Fitzgerald and Lehman ... (view full description)

Phil Bottfeld

Wexford Real Estate Investors LLC

Phil Bottfeld, Chief Financial Officer, joined WREI in 2020 and is primarily responsible for the accounting, financial planning, and treasury functions of WREI. Previously from 2014-2020, Phil served as the Director of Fund Accounting at Elion Partners, LLC where he oversaw the finance and accounting departments that spanned over $1.5 billion of assets under management.  From 2010-2013, Phil served as a Senior Assurance Associate of Ernst & Young where he led audit engagements specializing in real estate, technology and large municipalities. Phil earned his Master of Accounting from Florida International University and Bachelor of Arts in Economics from the University of ... (view full description)

Emily Butler

CohnReznick LLP

Emily Butler, CPA, is a partner and a member of the firm’s Assurance Practice. Based in the Miami office, she has approximately 17 years of public accounting experience in providing client services in the areas of audit, reviews and compilations, and other relevant accounting services. This experience includes working with real estate funds, real estate developers, and owners and operators of the following assets: hotels, office, flex, industrial, multifamily, single family, land, and condo development. Emily is experienced with the requirements of investment funds and with Investment Company Guide – Fair Value, GAAP cost basis, IFRS, and income tax basis reporting. Emily is resp ... (view full description)

Brandy Carlson

EPIC Advisory

Brandy has spent much of her career working with or advising high growth companies in the financial services industry. She has held executive-level positions leading business development, client relations, marketing, and capital markets in the banking and commercial real estate industries. At Epic Advisory, Brandy helps bring talented, mission-led management teams to market. Her most recent engagement has been advising the portfolio management team of a $1 trillion global asset manager on the launch of its inaugural impact-led, private equity real estate vehicle. Prior to partnering with Epic, Brandy built the strategic planning and capital raising programs for several early stage, inv ... (view full description)

Eileen Clifford

Senior Account Executive
Yardi Systems

Eileen has over 22 years’ experience working in the financial services industry. She started in finance with Deutsche Bank and completed a multiyear international internal management program before focusing on hedge fund operations.  She moved on to Exis Capital concentrating on their Global Macro strategy.   Eileen spent ten years working for Linedata specializing on trading, portfolio management and compliance technology for major financial institutions globally.  She currently works for Yardi concentrating on investment management related solutions for their east coast-based client base.  She graduated from Rutgers University with a degree in History.

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Robert Cox

Senior Director- Strategy & Innovation
Moody's Analytics

Robert Cox serves as a Senior Director of Strategy and Innovation focused on Moody’s CRE Portfolio Manager solution which delivers unique portfolio insights to asset managers, investors, and banks leveraging Moody’s CRE market data and analytics.  Before joining Moody’s Analytics, Robert spent 7 years at Investor Management Services / RealPage focused on building Investment Management products helping clients raise capital, asset management, and investor management.  Prior to moving into Prop-Tech, Robert had 20 years of Debt and Equity experience running portfolio management, asset management, and underwriting teams at large institutions including Bank of America and GMAC C ... (view full description)

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Integrated Capital Management (“ICM”) is a Los Angeles-based investment management firm. Founded by real estate finance veterans John Carrick and Robert Lindner, ICM helps accomplished owners, operators, and developers of commercial properties scale their platforms and assets under management on a national basis by offering strategic co-investment capital. Principal investments are capitalized through the firm’s discretionary private equity funds, Integrated Realty Capital I & II LP, and are generally structured as co-GP/sponsor equity, joint venture equity, preferred or common equity.   Sean Cunningham is Chief Financial Officer for Integrated Capital Management (ICM). He ov ... (view full description)

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing
PGIM Real Estate

Lisa Davis is an executive director at PGIM Real Estate and portfolio manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy, including the creation of a new impact investing fund. Most recently, Lisa was director of Investor Relations and Specialty Originations at Pembrook Capital Management, where she raised capital from institutional investors for commercial real estate investment, primarily focusing on affordable housing and community development.  Before joining PGIM Real Estate, Lisa spent six years at the Ford Foundation, where she made grant investments in affordable housing and comm ... (view full description)

Michael Dombai

Managing Director, North America
Alter Domus

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

Joseph Doran

Senior Managing Director & CFO
Tishman Speyer

Joe Doran joined Tishman Speyer in 2006 and currently serves as Chief Financial Officer. He is also a member of the Investment, ESG, and Compensation Committees.  Joe is responsible for Tishman Speyer’s Strategy function, which pursues new business lines and helps to set and implement internal corporate strategies.  Joe also works closely with Portfolio Management to oversee Tishman Speyer’s balance sheet investments and with the Proptech team to manage the Proptech Venture Fund.  Additionally, Joe provides oversight for the firm’s activities in the Boston region and its worldwide Accounting, Tax, Information Technology, Data Analytics, Corporate Finance and Procurement functions. Joe serves ... (view full description)

John Ebel

VP Sales

John has worked with the financial leadership teams in some of the largest organizations all over the world by helping them to protect their high-value payments/transfers from payment fraud. John leads sales and operations in North America for nsKnox in addition to being a real estate investor himself.

Jiorjio Fetterman

Clairmont Capital Group

Jiorjio Fetterman is the Chief Financial Officer at Clairmont Capital Group, LLC. Clairmont is a Los Angeles-based real estate private equity firm, specializing in General Partner (“GP”) equity co-investments alongside best-in-class commercial real estate operators, developers and institutional capital partners in major U.S. markets. Jiorjio was previously at Clearlake Capital from serving as Vice President of Finance and Operations. Prior to Clearlake, Jiorjio was the Assistant Controller at Canyon Partners where he was responsible for back-office accounting and operations. Prior to Canyon, Jiorjio was a Senior Auditor at Deloitte where he worked on financial statement audits of investment ... (view full description)

Chris Fuller

Sales Director
Dynamo Software

Chris Fuller brings over 20 years of experience in growing revenue, managing enterprise accounts, penetrating new markets, and solution sales. His wealth of experience in cloud-based technologies and enterprise software sales makes him a trusted partner in guiding companies and C-level executives toward the best approach to solving complex problems. Fuller joined Dynamo Software in 2018, leading the company’s Real Estate Private Equity sales division. His product expertise at Dynamo is centered upon Customer Relationship Management (CRM), investor relationship management, deal tracking, fund raising, Limited Partner (LP) communication, fund accounting, and custom reporting. As a sales execut ... (view full description)

Grant Gardner

Associate Manager, Onboarding

Tana Gardner

Executive Managing Director & Deputy CFO
USAA Real Estate

Tana Gardner serves as Executive Managing Director and Deputy Chief Financial Officer for USAA Real Estate. She is responsible for the Finance & Accounting team of approximately 70 people with oversight including corporate finance, performance reporting, fund accounting, tax, technical accounting and process accounting. She participates in the company’s Risk Committee overseeing all internal controls over financial reporting and is a member of the firm’s Executive Committee. Prior to joining USAA Real Estate Company, Tana led the development, preconstruction and finance teams at a vertically-integrated multifamily developer in Columbus, OH.  There she was a member of the comp ... (view full description)

Peter Gilfillan

Conference Producer

Eric Green

CohnReznick LLP

Arkadiy (Eric) Green, CPA is a tax partner in CohnReznick’s Commercial Real Estate practice. Based in Miami, Eric has deep expertise in complex transaction structuring and planning involving taxation of real estate partnerships and investment funds, real estate investment trusts, corporate and international entities, and high-net-worth individuals. Eric’s tax experience includes partnership and LLC taxation; real estate investment trusts; acquisition and disposition due diligence; real estate deal structuring and joint ventures; corporate taxation; and inbound and outbound international taxation. His client experience includes real estate investors; ... (view full description)

Samuel Grossman

Managing Director, Real Estate Services

Samuel F. Grossman joined Inveniam in July 2021 as Managing Director, Real Estate Services. Prior to joining Inveniam, Mr. Grossman founded Fairchild Acquisitions in 2018 and is the companies Managing Partner. He has over 20 years of experience in the residential and commercial real estate industry, in development, value-add rehab, management, and brokerage. In 2014, Mr. Grossman founded The Fairchild Group, which focused on smaller value add multi-family building rehabs in downtown Chicago. From 2014-2018 TFG Purchased and rehabbed approximately $10 million of buildings resulting in an overall value of greater than $15 million. Prior to that, Mr. Grossman was a district manager, at Re ... (view full description)

John Heyde

Baker Tilly

John Heyde is the fund administration practice leader at Baker Tilly. With more than 15 years of experience in the financial services industry, John leads the Baker Tilly private equity fund services platform (PEFS). He is responsible for the performance, growth, and strategic development of the PEFS practice. John has deep expertise within the alternative investments and real estate industry. His specialties include financial reporting, fund accounting, investor relations, internal control compliance and certification, the development of carried interest waterfall models and other complex fee calculations, and the implementation of private equity back-office best practices.

Joe Holman

Practice Leader, ESG Services

Joe Holman is the ESG practice leader at Withum, overseeing the adoption and evaluation of ESG strategies and implementing ESG internal control frameworks. He is a seasoned ESG specialist who has advised institutional investors, asset managers, and operating companies on the importance of responsible investment & corporate social responsibility. His experience includes M&A ESG due diligence, SEC advisory services, crafting responsible investment and CSR policies, developing diversity, equity & inclusion (DEI) workplace strategies, measuring carbon emissions, and recommending pathways to net-zero.  Joe is a New York CPA, a SASB FSA Credential Holder, and has obtained h ... (view full description)

Paul Jhung

CohnReznick LLP

Paul Jhung, CPA, is a partner in the Assurance Practice of CohnReznick’s New York office and a member of the Firm’s Commercial Real Estate Industry Practice. Paul’s clients include developers, real estate owners and operators, and real estate private equity groups with interests in various asset classes reporting under GAAP, investment company, and income tax basis. Paul provides assurance and attestation services throughout a real estate entity’s life cycle and has experience from start-up to dissolution. His experience also includes working on engagements with issues surrounding debt and equity fair value measurements, business combinations, and purchase price and waterfall allocations. In ... (view full description)

Kaitlin Kincaid

Senior Managing Director
Keller Augusta

aitlin Troy Kincaid is the Senior Managing Director of Keller Augusta. With demonstrated real estate executive search experience spanning almost 20 years, Kaitlin leads the firm’s research strategy and oversees the execution of search assignments. She has an in-depth understanding of robust talent development strategies and advises organizations and leaders on organizational planning, competitive compensation analysis, and diverse and equitable hiring strategies. Prior to joining Keller Augusta, Kaitlin held positions at Rhodes Associates and Wellington Management. Highly engaged in industry organizations, she is an active participant in NAIOP, CREW and REFA associat ... (view full description)

Nancy Lashine

Founder & Managing Partner
Park Madison Partners

Ms. Lashine is a Managing Partner and Founder of Park Madison Partners. She has 28 years of real estate experience, providing placement and strategic consulting services both as principal and agent. She has been directly involved in the formation of investment products across the equity and debt markets and along the risk-return spectrum from core funds to opportunity funds. As a strategic consultant, Ms. Lashine has advised leading institutional real estate investment advisors and managers on product development and expansion, the implementation of institutional marketing initiatives, and organization of professional teams. Ms. Lashine earned her MBA at Columbia University Graduate School o ... (view full description)

Daniel Lin

XFD Real Estate Partners

At XFD, Dan is responsible for acquisitions, capital markets and accounting oversight. He has has held key positions with Capital One Bank and Royal Bank of Canada, focusing primarily on liquidity management strategies and capital stack efficiencies as a balance sheet lender. He has also held roles with JPMorgan and Credit Suisse in procurement, technology and trading. Dan has worked on numerous real estate transactions, including company and portfolio acquisitions and divestitures, bankruptcy recapitalizations, and the financing of REITs and REOCs. Key sectors of expertise include: student housing, seniors housing, multi-family (LIHTCs and municipal bond financings), office, retail, industr ... (view full description)

Danielle Lombardo

Chair, Lockton Global Real Estate Practice
Lockton Companies

Danielle is Chair of Lockton’s Global Real Estate Practice. Her expertise lies in developing and servicing clients who specialize in real estate development, management and ownership. She is responsible for coordinating the delivery of all Lockton’s resources to her clients, developing marketplace strategies and utilizing analytics to assist companies in making informed decisions on how to best structure their risk management programs. Danielle’s involvement with real estate-specific business and philanthropic groups has helped her build a powerful network of investors, developers, brokers, attorneys, accountants and finance professionals. Her skill set allows her to foster relationshi ... (view full description)

Brian Lovett

Partner, Team Leader, Real Estate Services Group

Brian Lovett is a Partner and Team Leader of the Tax and Real Estate Services groups at Withum. Brian has extensive experience serving the tax needs of both public companies and closely held businesses, including all aspects of tax compliance for partnerships and corporations. He advises clients with regard to the structure and tax consequences of new business ventures, and assists with restructuring existing businesses for increased tax efficiency. On the real estate side, Brian has prior Big 4 experience working closely with large, multinational real estate investment companies. He now works closely with real estate entrepreneurs on acquisition planning and entity structuri ... (view full description)

Cristiano Machado

CFO, Private Real Estate Funds
Brookfield Asset Management

Cristiano Machado is a Managing Partner in Brookfield’s Real Estate Group, responsible for finance and operations of Brookfield’s real estate private funds. Mr. Machado joined Brookfield in 1995 and has held several senior positions, including Chief Financial Officer for Brookfield-affiliated companies in the retail, hotel and development sectors. He also has been involved in a wide range of investment, financing and capital market activities. Mr. Machado received a Bachelor of Science in Electronic Engineering and an MBA from the Federal University of Rio de Janeiro. He also completed the Advanced Management Program at Harvard Business School. Mr. Machado is a board member of the NCREIF PRE ... (view full description)

Mark Maduras

CFO & COO - Real Estate
Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in the U.S., Europe and Asia, as well as the private equity group in New York. Mark is a voting member of the firm’s real estate investment committees for all real estate funds and is responsible for all real estate investment and fund structuring. Prior to joining the firm, Mark was the Chief Financial Officer of ATC Management, L.L.C., a real estate partnership that included Angelo Gordon. Before that, he worked at Merrill Lynch, Tishman Speyer P ... (view full description)

Anna Malhari

Chief Operating Officer
Veris Residential, Inc.

Anna Malhari serves as chief operating officer. She directly supports the chief executive officer and is responsible for Veris Residential’s operations. Ms. Malhari leads the firm's ESG efforts and has spearheaded a number of initiatives at the property and corporate levels. Under Ms. Malhari’s leadership, Veris Residential became the first U.S. real estate company to endorse the Climate Group’s EV100 initiative and became a signatory to the UN Global Compact and other initiatives. Prior to joining Veris Residential in 2021, Ms. Malhari was a vice president at Colony Capital, Inc., where she was responsible for NorthStar Realty Europe’s capital markets activity and was closely involved ... (view full description)

Mohsin Masud

Founder & CEO

Mohsin is the CEO & founder of AKRU, a He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real-world assets.
Mohsin has over a decade of experience in Real estate investments, and development & having run a successful Investment company.  He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at the University of Oxford, focusing on finance, real estate development, urban design & blockchain. 

Tim McLeod

Business Development
Nth Round

Helping real estate sponsors better serve their investors with the most intuitive, secure, white-labeled investor portals. We help establish regular, transparent communication between sponsors and their LPs, so that sponsors can devote more time to their most strategic priorities.

In my spare time I read about medieval and early-modern Europe; I ride my bike real fast; I play with my kids, and I am working toward real estate investments of my own.

Michael McMahon

EVP - Director of Tax
RXR Realty

Michael McMahon is an Executive Vice President and Director of Tax for RXR Realty. Mr. McMahon joined RXR’s predecessor (Reckson Associates Realty Corp) in June 1997 as a Vice President, with the responsibility of starting and organizing the tax department function. During his tenure with the Company, Mr. McMahon has been involved in structuring numerous transactions in a tax-efficient manner. Prior to joining RXR, Mr. McMahon spent four and a half years in the tax department of Ernst & Young LLP’s Real Estate group, specializing in both REIT and partnership taxation matters. Mr. McMahon is a New York State licensed CPA. He graduated from the College of Staten Isl ... (view full description)

Troy Merkel


I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

Scott Meyer

PTM Partners

Scott Meyer is Chief Financial Officer at PTM Partners, a real estate investment and development firm focused on Qualified Opportunity Zones across the U.S. PTM has invested, developed, constructed and managed over $12 billion in real estate covering a broad range of mixed-use development projects in D.C., Florida, New Jersey and New York. PTM seeks community-oriented development opportunities that create substantial value for residents, partners and investors. Meyer was previously Director of Acquisitions & Capital Markets at LeFrak. He graduated with Honors from Washington University in St. Louis with a degree in History & Political Science and received his MBA from Columbia Busine ... (view full description)

Trisha Miller

Executive Managing Director
Redbrick LMD

Trisha A. Miller is Executive Managing Director of Capital Markets for Redbrick LMD, a Washington DC-based developer of commercial real estate and the largest private owner of property located in Opportunity Zones in the District of Columbia. Ms. Miller oversees fundraising, investor relations, marketing, operations and product development for Redbrick LMD.  Ms. Miller has over thirty five years of experience working with various wealth management platforms in the distribution of alternative investments, specifically real estate funds, as well as 1940 Act funds.  Previously Ms. Miller was Executive Managing Director of Robert A. Stanger where she served as a consultant to institutional real ... (view full description)

Nicolas Mondragon

Co Founder - CFO
Know Investment Group

Michael O'Shea

ASG Equities

Michael O’Shea has worked in Real Estate and Accounting/Finance for 18 years. He is currently the Chief Financial Officer of ASG Equities LLC, the family office of the Gindi Family. Mike oversees the corporate finance, treasury, accounting, and human resources of ASG Equities LLC. ASG Equities LLC has investments in Real Estate, Venture Capital, Private Equity, and Hedge Funds. Prior to joining ASG Equites LLC, Mike was the Chief Financial Officer of Black Spruce Management LLC, which is a value-add Multi-Family Real Estate Investment company that invested throughout the New York City and rapidly grew during Mike’s tenure with the firm. Prior to joining Black Spruce Mike was the Controller o ... (view full description)

Nish Patel

General Partner
Inertia Ventures

Nish Patel is a Managing Partner at Inertia Ventures. Nish has a background spanning across real estate investment banking, management consulting, and real estate. Throughout his career, Nish has been involved in the investment and financing of over $2 billion in transactions across product types. Nish currently sits on the Board of Directors for companies collectively valued in excess of $500m.  

Prior to his focus on early-stage PropTech, Mr. Patel worked as a real estate investment banker at HFF in Los Angeles and in M&A advisory at RBC Capital Markets in New York.

John Petras

Managing Principal
RockFarmer Properties

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

For over 15 years, Freddy has worked with hundreds of commercial and residential real estate institutional investors, owners and managers to streamline business operations, improve NOI, mitigate risk, and increase investor returns by leading them through the evaluation and selection of best of class SaaS based technology solutions. His experience with AvidXchange, Yardi, and RealPage provides a diverse insight wherein he promises to leave you in a better financial position than when you first met. 

Paul Ricci

Partner, Technology & Data Practice Leader
CohnReznick Advisory

Paul Ricci is a principal with CohnReznick Advisory and the Leader of CohnReznick’s Technology and Data group.  Over the last eighteen years, Paul has been a leader in the areas of business strategy, major business transformation, process optimization, analytics enablement, and system’s implementations, integrations and conversions for some of the largest companies in the US and abroad.

Mitch Rich

REdirect Consulting

During his 15 plus years in the real estate industry, Mitch worked as the IT Project Manager for a large owner/manager in the New York area and a Sr. Implementation Consultant at MRI / Intuit Real Estate Solutions. Mitch has extensive experience with the entire implementation process, having served in the trenches with, and functioned as, a leasing agent, property manager, senior accountant, and IT support person. In addition to implementing real estate software, Mitch partners with his clients to create custom solutions to satisfy the company’s business needs. Mitch is uniquely qualified to train our clients, as prior to entering the real estate space he was a highly respected high school e ... (view full description)

Stephen Robie

NOYACK Capital

Stephen Robie joined NOYACK in October 2021 as Chief Financial Officer. Mr. Robie has over thirty years of global real estate finance and accounting experience managing the financial operations of high-growth public real estate investment trusts (“REITs”), private real estate companies, and start-up, entrepreneurial ventures. From 2008 to October 2021, Mr. Robie founded and served as Managing Partner of SIR Holdings, LLC, an entrepreneurial investment firm with focus on venture capital, real estate, and advisory services.   From 2015 to 2019, Mr. Robie also served as a Senior Principal and Senior Vice President – Finance and Operations at Veneto Capital Management, LLC, a privatel ... (view full description)

Mike Sebastian

Industry Principal
Appfolio Investment Management

Mike Sebastian has been in real estate technology for 15 years working with many different asset classes including multi-family, office, industrial and retail and other types of assets in real estate. Mike has worked with investment management clients for over 10 years ranging from small offices and syndications to large private equity funds and institutions. Mike has worked with clients to help them leverage state of the art software to streamline business processes around the entire lifecycle of real estate starting with fundraising and investor relations, acquisition and underwriting, investment management and reporting, though property management and construction.  


Brandon Sedloff

Managing Director
Juniper Square

Brandon is the founding SVP of Sales and Business Development at Juniper Square and leads a team of ~70 amazing and talented sales and business development professionals across ~10 cities. Prior to Juniper Square, he was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. He was the founder of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry. Previously, he spent nearly 7 years in Hong Kong where he was Head of Asia Pacific Real Estate for GLG (formerly Gerson Lehrman Group), and l ... (view full description)

Dinesh Shastri

Partner & Head of Product
OpEff Technologies

Mr. Shastri is the founding partner and head of product development at OpEff Technologies which is an accounting technology and portfolio operations firm for hedge funds, real estate and private equity firms. Earlier in his days at OpEff Technologies he advised numerous investment management firms in implementing back-office infrastructure and developed applications related to private equity accounting and operations. Seeing his customers resort to spreadsheets to handle critical accounting task due to a lack of evolution in the private equity applications, he pioneered an all-encompassing SaaS based portfolio and investor management system to handle complexities of LP accounting, investor w ... (view full description)

Amber Smith

Redbrick LMD

Jonathan Snider

GTIS Partners

Jonathan Snider is the Chief Financial Officer at GTIS, primarily responsible for the oversight of accounting, operations, reporting, and financial planning and analysis for the GTIS funds and management company. Mr. Snider’s experience in the real estate industry began in 2007. Prior to joining GTIS, Mr. Snider spent 12 years at Goldman, Sachs & Co., most recently serving as a Vice President in the Alternative Investments and Manager Selection group. In this role, Mr. Snider was responsible for oversight of business infrastructure for the group’s private equity platform, focusing on accounting, operations, portfolio monitoring, performance analysis, and new product implementation. ... (view full description)

Frank Spadafora

Industry Principal, Real Estate

Frank Spadafora is the Real Estate Industry Principal at Intapp. In this role he applies his expertise in commercial real estate and product development to connect people and ideas to drive enablement and value creation through the DealCloud connected firm and deal management platform. Frank brings nearly 20 years of experience delivering digital solutions for commercial real estate to his role at Intapp. Most recently Frank helped to launch the Strategic Consultant Group at CREtech where he advised clients from tech startups to global owners and occupiers on product strategy and go-to-market, solution roadmap and adoption, and data-centered digital transformation. Frank also ser ... (view full description)

Bill Stasiulatis

Chief Financial Officer
RRA Capital

Bill Stasiulatis is a Managing Director and the CFO of RRA Capital, where he sits on the Investment Committee and oversees the portfolio management and capital markets functions.  Prior to joining RRA, he spent 20 years at Torchlight Investors, where he was a Partner and Portfolio Manager, as well as a member of the Board of Directors and Investment Committee.  In these roles, he was responsible for managing portfolios of over $4 billion in commercial real estate debt investments such as mezzanine loans, preferred equity, CMBS, and other real estate-related securities, and throughout his tenure at Torchlight, he was involved in all aspects of the investment management platform.  Mr. Stasiula ... (view full description)

David Stifter

PredictAP, Inc.

David Stifter is a Managing Director, Quality and Process Assurance at DigitalBridge, where he is responsible for data architecture and process improvement for the firm as well as overseeing the accounting and finance transition projects for major acquisitions and dispositions. Prior to joining DigitalBridge in 2006, he was a senior project manager leading an internal consulting group for Investor Bank & Trust, a custody fund accounting firm later acquired by State Street. In 2020, he founded PredictAP to address a gap in the AP automation market with an AI-powered invoice capture solution optimized for real estate complexity.

Alexa Stone

Financial Services Consulting Manager

Alexa Stone is a Manager in Crowe LLP’s Strategic Risk Consulting practice, based out of New York City. Alexa’s focus resides in delivering solutions to financial institutions related to risk and control assessments, regulatory compliance, internal audit, enterprise risk management and process transformation. Alexa also has several years of experience working in Crowe’s external audit and Talent Solutions groups. Alexa is a member of Crowe’s Environment, Social and Governance center of excellence, focusing on ESG research, peer group benchmarking, educating clients through presentations, and ESG solution offering development. Alexa is passionate about assisting companies navigate through the ... (view full description)

Becky Sullivan

DJM Capital Partners, Inc.

Kevin Swill

Thirty Capital Financial

Thirty Capital Financial, a leading commercial real estate debt management and financial services company. Thirty Capital Financial is a division of Thirty Capital, which combines modern technology with expert services to propel the CRE industry’s advancement. Thirty Capital Financial holds the financial branches of Thirty Capital, including Defease With Ease, SOFR With Ease, and Defeasance Holding Company. “Kevin brings more than three decades of deep and extensive experience and expertise in the commercial real estate and finance industries. Kevin is a proven leader in initiating and driving change that is required to continue to position Thirty Capital Financial as the ... (view full description)

Joseph Tassone

President & Co-Founder
Above Grid

Joe Tassone, Co-Founder  and  President of Above Grid LLC  and Vice President of Project Development at Accencore, and has over 25 years of experience directly developing more than 5,000 wireless telecommunications projects throughout the U.S. He has also executed/originated more than 300 MW+ of PV/Storage projects in the Northeast. Joe is an expert in real estate development and is a frequent guest on renewable energy Podcasts. Prior to his current role, Joe was the co-founder of HPC Wireless Services, an Inc. 500 Project Development firm that performed turn-key projects for several Fortune 50 Companies, including Verizon, T-Mobile, and Sprint. He ha ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Dennis Theodossis

Partner, Real Estate Practice Leader

Amy Tiemann

TM1 Capital

Timothy Trifilo

Alternative Investment Funds Practice Leader

Sam Vannette

Enterprise Account Executive

Adam Walker

Juniper Square

Adam Walker is a Principal at Juniper Square.  He joined Juniper Square in early 2021. Adam has spent most of his career in the fund administration space covering various operations and management roles, leading teams servicing alternative investment fund vehicles. Prior to joining Juniper Square, Adam was the controller for a real estate private equity manager. Adam has a dynamic background with a wide breadth of understanding in relation to fund operations, industry standards, and overall management demands that funds require.
Sign In
Sign in with LinkedIn
Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 10th Annual Real Estate CFO & COO Forum (East)


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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

Reset Password