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David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, a real estate investment manager focused on opportunistic debt and equity investments. He is also the Founder and CEO of Banxel, the first lender2lender marketplace to syndicate, buy and sell real estate loans.Since 2001, Mr. Blatt has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing real estate investments. He is also a frequent public speaker and writer on innovation ... (view full description)

Danny Bloomstine

Strategic Account Director
Juniper Square

Danny is a New York City based Director at Juniper Square. He helps firms evaluate their portals, back office automation, and fund administration services.

Over 1,000 firms partner with Juniper Square across the country, and over 130 in the tri-state area.

Danny's background is in FinTech and CRE Tech. Prior to Juniper Square he was an early employee at VTS and started his career at S&P Capital IQ. He graduated from Boston College.


 

Phil Bottfeld

CFO
Wexford Real Estate Investors LLC

Phil Bottfeld, Chief Financial Officer, joined WREI in 2020 and is primarily responsible for the accounting, debt sourcing, and financial planning functions of WREI. Previously from 2014-2020, Phil served as the Director of Fund Accounting at Elion Partners, LLC where he oversaw the fund accounting department 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 serves as a board member of Florida International University’s Real Estate Alumni Affinity Council. Phil earned his Master of Acc ... (view full description)

Chad Briggs

CFO
Bridge Investment Group

Chad Briggs is responsible for all of Bridge Investment Group’s treasury and financial functions as Chief Financial Officer. Mr. Briggs brings over 30 years of experience in accounting, finance, M&A, public offerings, SEC compliance, and human resources. Prior to joining Bridge, he served as Vice President and CFO for 5 years of Digital Draw Network, a national provider of residential construction and commercial real estate inspection services. Prior to Digital Draw, Mr. Briggs spent 10 years as VP and CFO of TheraTech Inc., a public company. Mr. Briggs earned his Bachelor of Science degree in Accounting from the University of Utah in 1985 ... (view full description)

Emily Butler

Partner
CohnReznick LLP

Audit Partner in our Bethesda, MD office. Over 15 years experience working with owners and operators of various asset classes throughout the US and experience with PE RE funds. Familiar with GAAP , ASC 946 reporting, IFRS and income tax basis reporting. Active member in CREW Washington DC chapter. 

Nik Chillar

Co-President
Angel Oak Capital

Nik Chillar is a Principal and Presdient at Angel Oak Commercial Lending, the commercial real estate investment and lending arm of Angel Oak, a $20+ Billion private equity firm.  At Angel Oak he also serves as a board member and advisor to the fintech companies that are a part of the Angel Oak Ventures portfolio.  He was previously a securities trader at Union Bank, responsible for the firms trading and investments in a $4.5bn CMBS and CLO portfolio and prior to that he was a Sr. Managing Director and co-head of CMBS origination and operations at CharterMac Mortgage Capital (now Centerline Holdings). Earlier in his career, Mr. Chillar was an executive for Lehman Brothers in London where he m ... (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.
 

Robert Clippinger

President
Clippinger Investment Properties

Robert graduated from California State Polytechnic University with bachelor’s degree in Real Estate, Finance and Law in 1984. He started his career in banking as an auditor then moved to the real estate investment industry as a broker and associate at an investment firm in Orange County. He was involved in brokerage activities and won awards for sales goals. Robert joined a startup investment firm in 1986 and was involved in many facets of that company’s growth and development. Robert formed Clippinger Investment Properties, Inc. in 1994 and has owned and operated the company ever since. His activities include brokerage activities, asset and property management, including renovation and leas ... (view full description)

Frederick Cooper

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

Toll Brothers, Inc. (Tollbrothers.com) (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 in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.   Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relatio ... (view full description)

Steve Coutts

Head of Sales and Data Partnerships
Cherre

Steve Coutts is a 30-year veteran in operations, sales, sales management, research management, brokerage and investment management within the commercial real estate industry. As Cherre’s VP of Sales and Data Partnerships, Steve is responsible for overseeing the development and expansion of Cherre’s Data Partner Network while directing and supporting the growth of the Cherre sales organization.  Prior to joining Cherre Steve worked as a senior level sales manager and head of sales for leaders in commercial real estate research and analytics including Moody’s REIS, Xceligent a DMGI company and CoStar, was president and founder of the Boston Commercial Real Estate Network, a commercial broker i ... (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 i ... (view full description)

Joe DiSalvo

Senior Vice President
RXR Realty

Joe DiSalvo is a Senior Vice President at RXR Realty and has over 14 years of experience in investment management and private equity accounting.  Joe is responsible for the oversight of RXR’s fund and corporate accounting operations which include preparation of financial statements, investor reporting/relations, and back-office management for RXR’s real estate investment funds and co-investment vehicles. Additionally, Joe manages the firm’s Business Information Systems team, which implements, evaluates, and supports the firm’s business software and strategies. Prior to his tenure at RXR, Joe was responsible for the day-to-day accounting and reporting functions of Ellington Financial LL ... (view full description)

Laura Dietzel

Partner
RSM US LLP

Laura specializes in providing real estate audit and consulting matters for privately held companies and private equity funds specializing in real estate. Since joining RSM, she has worked with commercial, residential, retail, hotels and real estate opportunity funds, as well as performed due diligence services for real estate funds and various lenders in the real estate conduit markets. Laura has over fifteen years of experience in real estate and public accounting, and has developed and presented multiple continuing education courses in the real estate industry. In 2018, she was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its se ... (view full description)

Steven Friedman

Director
CohnReznick

Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience. Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of lega ... (view full description)

Jeff Goldstein

Director of Finance
ACRE

Samuel Grossman

Managing Director, Real Estate Services
Inveniam

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)

Yehuda Hecht

CFO & Managing Director
Madison International Realty

Mr. Hecht serves as Chief Financial Officer with oversight of Madison’s Finance and Accounting team. His responsibilities include, financial reporting, tax structuring of investments and credit facility management. Mr. Hecht has over 18 years of finance and accounting experience. Prior to joining Madison in 2007, Mr. Hecht acted as a Regional Finance Director for Tishman Speyer Properties, responsible for the financial quality control of an office real estate portfolio valued at $4 billion. In addition, Mr. Hecht spent six years as part of the portfolio finance group at ING Clarion where his responsibilities included financial reporting and performance analysis for residential, opportunistic ... (view full description)

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Robert J. Hellman – Managing Director, Pembrook Capital Management LLC Mr. Hellman has over 35 years of experience in the commercial real estate industry.  In 2010 he joined Pembrook Capital Management LLC, a private equity commercial real estate debt fund manager that invests in and originates first mortgages, mezzanine, bridge loans, note financings, and preferred equity throughout the United States.  He is the firm's COO, responsible for asset management, finance, legal, compliance and marketing, as well as a member of the firm’s investment, finance and valuation committees.  Mr. Hellman began his real estate career at Lehman Brothers.  During 16 years a ... (view full description)

Andrea Himmel

Principal & Chief Investment Officer
Himmel + Meringoff Properties

2018-Today: Current Leadership in Real Estate In 2018, Andrea joined the firm that her mother cofounded in 1979, Himmel & Meringoff Properties (“HMP”), a long-term oriented, vertically integrated real estate owner/operator that owns a multi-billion-dollar portfolio of office buildings in Manhattan and industrial warehouses in the boroughs of NYC. HMP is committed to the long-term ownership and hands-on operation of office buildings in Manhattan and industrial warehouses in the boroughs. As the Chief Investment Officer, Andrea manages all HMP investments, ranging canvassing to deal negotiat ... (view full description)

Kamil Homsi

Founder/CEO
Global Realty Capital LLC

 Kamil Homsi is the Co-Founder/CEO of the GRC Investment Group, a single-family office operating in Dubai.  Mr. Homsi leads the global portfolio oversight and  strategic alignment and expansion teams focusing on alternative investments, commercial real estate, renewable energy, waste management, FinTech, Proptech, and life sciences. His ultimate mandate is growth and capital preservation. A multi-lingual, seasoned executive, Kamil is a consummate global entrepreneur with 35+ years of transaction-concentric experience in cross-border deal structures, public-private partnerships, alternative investments, and capital markets. Kamil is a globally-recognized speaker at conferences and in th ... (view full description)

David Hott

President
Hott Solutions Corp

Founder and COO, David Hott, has held a number of leadership roles during his 30 plus years in the technology and real estate arenas. Having served as CIO, CTO, Software Developer, and Financial Controller, David has working knowledge of the challenges that teams face at all levels of an organization. David served as CIO of Legacy Partners (previously Lincoln Property Trust) for over 18 years. Prior to Legacy Partners, David held the position of CIO with Essex Property Trust for more than 5 years. His experience in the "C" level positions has enabled him to develop the skill of effectively assessing and communicating the project status, issues, risks, and benefits to both the operational and ... (view full description)

Tama Huang

Chief Innovation Officer
CohnReznick LLP

Tama Huang is a Principal and Global Real Estate Advisory Services Leader of NOI Strategies, a division of CohnReznick. Based in Chicago, she launched NOI Strategies in 2003 to meet the unique needs of the commercial real estate industry using technology to improve business processes. She has helped build NOI Strategies into a global business serving many of the world’s largest commercial real estate firms. Tama has directed numerous process improvement projects in Europe and North America, managed the development and implementation of enterprise-wide financial applications, and designed and deployed business intelligence solutions for major real estate clients. She has led cross-funct ... (view full description)

Scott Humphrey

Partner
BKD

Scott is a member of BKD National Construction & Real Estate Group.  He serves corporate and individual clients in the real estate and construction, retail and software industries.  His technical knowledge includes tax planning and compliance, including multistate compliance and accounting method strategies.  Scott has led various internal and external presentations and training sessions on the tangible property regulations and currently serves as a firmwide resource on the subject.   Previously, Scott served as a national tax assistant director in BKD’s National Office.  In this role, he performed tax consultations and quality control reviews with the firm’s offices and trai ... (view full description)

Abbas Jessa

Managing Partner
Wentwood Asset Management

Abbas is the Managing Partner of Wentwood Asset Management, an investment fund focusing on the acquisition of Non-Performing 1st and 2nd Lien Residential Mortgages and the origination of residential and small balance commercial business purpose loans. 

Abbas previously served as Co-Founder and Chief Operating Officer of Automation Finance and has managed over $500M+ of Non-Performing Mortgages. 
 

Jacqueline Johnson

Head of Administration Sales
Juniper Square

Jacqueline Johnson has led Juniper Square's Fund Administration sales since its inception in March 2020, overseeing the growth of the business to become one of the leading fund administrators with a focus on Real Estate funds.    Prior to joining Juniper Square in 2018, Jacqueline spent 12 years with Forex Capital Markets overseeing business development of institutional partnerships.    She started her career with Intrawest, a Canadian developer and operator of luxury destination resorts.  Jacqueline received a BBA in International Finance and Marketing from the University of Miami, and a Masters in Real Estate Finance from Georgetown University.    She resides in the ... (view full description)

Ronald Kaplan

Partner, Comm. RE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Eric Kerkvliet

CFO
Alpine Property Management

David Ledy

COO
U.S. Realty Advisors, LLC

Mr. Ledy is the Chief Operating Officer of U.S. Realty Advisors, LLC (USRA), a privately held firm based in New York that specializes in equity investments in corporate real estate assets.  In addition, USRA provides real estate advisory services to a diverse base of clients, including public companies, financial institutions as well as major private developers and investors.  USRA’s transactions have ranged in size from $10 million to $1.4 billion, including transactions with McDonald’s Corporation, Nestle USA, Inc. Accor S.A., Walmart, Disney and J.P. Morgan Chase. USRA’s current portfolio exceeds $2.45 billion of investments, including assets for the company’s own account, institutional i ... (view full description)

Brian Lovett

Partner, Team Leader, Real Estate Services Group
Withum

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)

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)

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)

Faraz Memon

Principal
REdirect Consulting

Faraz Memon joined REdirect Consulting in 2009 and has over 19 years of real estate technology experience. Faraz has extensive experience working with a breadth of real estate organizations including property, investment, and asset managers, REITs, and institutions on both MRI and Yardi software solutions. Faraz's strengths include developing creative solutions to address the unique needs of each business, leveraging technology to streamline business processes, lowering total cost of ownership and increasing the bottom-line.

Van Nguyen

Partner
JVP Management

Van currently manages JVP Management and focuses on real estate investments in the U.S. Previously he was Head of the Equity Derivatives business for BlueCrest Capital, a fund with $35 billion assets under management. Before joining BlueCrest, Van founded Laurel Ridge Asset Management, a fund with $400 million in assets under management--- the fund traded in volatility and other equity strategies. Prior to forming Laurel Ridge, he was the Global Head of Trading, Member of the Operating Committee and COO at Bank of America for Equity Financial Products - a division he built from inception into a multi-billion dollar business. Van started the equity trading business at AIG-Financial Prod ... (view full description)

Nish Patel

General Partner
Inertia Ventures

Nish Patel is a Managing Partner at Inertia Ventures. His primary responsibilities include directing Inertia’s investment strategy and overseeing the firm’s relationships for Inertia’s various co-investment programs. Throughout his career, Nish has been involved in the acquisition and financing of transactions valued in excess of $2 billion across product types. Mr. Patel currently sits on the Board of Directors for Snappt, Fyxt, Beem, and Spotter.

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.
 

Joe Petrusky

Director of Acquisitions
TCS Anika Homes

I lead the sourcing, analysis, contracting, and closing of all the single-family property transactions for TCS Anika Homes, a real estate investment fund. This fast-growing company is working to institutionalize the single-family residential asset class. We are in the process of scaling to buy 400 units in 2021, and thousands thereafter throughout the country. We are building beautiful homes to benefit this vastly underserved demographic. All of our homes are gut renovated properties with brand new plumbing, electrical, and HVAC and boasting quality finishes seldom afforded to the more financially challenged tenants in the neighborhoods we serve. We like to think that we are more ... (view full description)

Thomas Pittman

Chief Marketing Officer
EWM Global

Tom Pittman has worked with some of the world’s largest private capital firms, traditional asset managers, banks, and insurance companies helping them digitally transform their executive incentives, carried interest, and co-investment plans.  During his tenure, he has helped captive and independent private equity organizations ranging in employee size from a handful of investment professionals to several hundred.  He is a frequent speaker at private capital industry conferences and authored “Carried interest employee incentive structures” for the book The Definitive Guide to Carried Interest, published by Private Equity International.  A twenty-five year veteran of ... (view full description)

Kelly Postlewaite

Partner
BKD, LLP

Kelly is the Cincinnati office industry leader for BKD National Construction & Real Estate Group.  She has more than 19 years of experience assisting clients with pass-through entity and individual tax compliance and planning.  She has spent a significant amount of time focusing on the areas of partnership and S corporation taxation, creating a powerful base of knowledge about basic tax return compliance and consulting and expanding it to include the more in-depth consulting necessary in both the formation and operating stages of complex pass-through business ventures.Her experience includes Section 704(c) allocations, Section 1031 exchanges and multi ... (view full description)

Paul Quinlan

Managing Director & CFO
Blackstone Real Estate Group & Blackstone Mortgage Trust

Paul D. Quinlan is a Managing Director and Chief Financial Officer of the Blackstone Real Estate group.  He is also the CFO of Blackstone Mortgage Trust, a NYSE listed REIT. Mr. Quinlan was previously the CFO for Blackstone Real Estate Debt Strategies.   Prior to this, he was a member of Blackstone Finance, where he served as Head of Financial Planning & Business Development, with oversight of management and public reporting, as well as strategic acquisitions such as Capital Trust/BXMT.  Mr. Quinlan also served as the CFO for Blackstone Advisory Partners L.P. Prior to joining Blackstone in 2010, Mr. Quinlan worked at Bank of America Merrill Lynch ... (view full description)

Michael Rivera

CFO
Sight Real Estate

Michael Rivera began working at age 14 for a manufacturing firm, Liberty Industries, Inc. At a young age was given responsibilities of generating invoices and job cost reports for the company. He continued to work there throughout college, expanding his role to overseeing day to day accounting activities of the business and was offered a full time position immediately after he graduated from Central Connecticut State University. Michael holds a Bachelor’s Degree in Accounting and is a Certified Public Accountant in the state of Connecticut. He has worked for Grant Thornton, the sixth largest accounting firm in the country where he prepared financial statements and tax returns for a vast arra ... (view full description)

Ferdi Roberts

CEO
Asset Class

Ferdi Roberts is CEO of Asset Class, a fintech provider to Fund Managers and Commercial lenders globally. Ferdi has been Voted one of the Top 25 IT influencers in the US by CRN and is author of '100 Million Dollar Selling', a handbook for those seeking to identify, qualify, engage, negotiate and close high-value deals. In 2011, Ferdi founded SaaS Markets, voted a Top 10 Cloud Startup to watch by CIO Magazine. SaaS Markets worked with corporate partners in the Financial Services, Retail, & Technology markets and was acquired in 2014 by Sysnet Global Solutions.  Ferdi also works as a Government Advisor/Mentor on Enterprise Ireland's International Selling programme, ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Paraag Sarva

Co-Founder & CEO
Rhino

Paraag Sarva is the CEO/Co-founder of Rhino and a builder of products and services that give renters a more affordable way to live in the homes they want. Since its founding in 2016, Rhino has made it a mission to replace cash security deposits with low-cost, affordable insurance. The product is now offered in over 1 million homes across the United States. Previously, Paraag led a property management and development company with over $100 million in assets and learning firsthand the pain points he’d go on to address with the creation of Rhino. He also ser ... (view full description)

Mike Sebastian

Industry Principal Director
AppFolio Investment Management

Mike Sebastian has been in real estate technology for 14 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 clients to help them leverage state of the art software to streamline business process 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.
 

Robert Shaw

Director
Standish Real Estate

Robert Shaw, CPA Director Robert has over 30 years professional experience, mainly focused on managing finance, accounting, reporting and operational groups, including third party administrators and joint venture partners, at large global private equity real estate investment funds Morgan Stanley Real Estate and Silverpeak Real Estate (formerly known as Lehman Brothers Real Estate Partners). Prior to joining Standish, Robert was a Managing Director at Allvue Systems, where he was Product Manager for Real Assets and Private Equity Portfolio Monitoring solutions. Robert started his career at Friedman LLP (fka Friedman, Alpren & Green (mi ... (view full description)

Luis Raúl Solá

COO & CFO
Kingbird Investment Management/Grupo Ferre Rangel

Mr. Solá has over 30 years’ experience in public accounting, finance and operations management. For the past 20 years, he has led and managed the operations of various business units for Grupo Ferré Rangel, specifically spearheading real estate portfolio operations, financial reporting and accounting.  In this capacity , he provided leadership to position the subsidiaries at the forefront of their industries and markets.  Mr. Solá developed strategic plans to advance and meet each respective company’s growth objectives, including real estate development, property management, and asset management, while successfully driving revenue, and profitability.  Mr. Solá joined Grupo Ferré Rangel in 19 ... (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)

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.

Edmund Taylor

Principal & COO
Crescit Capital Strategies

Edmund Taylor has over 30 years of senior COO experience in the financial services business, including extensive experience in the commercial real estate (CRE) and structured finance markets. Prior to joining Crescit Capital, Edmund was a senior executive at Credit Suisse and a member of the Global Markets Management Committee where he helped operate a division with over 11,000 employees and $6 billion in revenue. As COO he was responsible for, among other things, the firm’s expense initiatives and legal entity strategy, as well as the remediation of some of the firm’s most important regulatory initiatives. Additionally, he was responsible for the organization of a de novo bank branch in Dub ... (view full description)

Mark Trocolar

VP, Industry Principal
RealPage Investment Management

Mark has over 25 years of experience in information technology for alternative assets. Specializing in commercial real estate, Mark has an extensive track record planning and managing global technology projects with a focus on data management. He has successfully implemented accounting, real estate information management and business intelligence applications for global enterprise clients. Prior to joining RealPage, Mark was a Managing Director at Hipercept, a commercial real estate consultancy and services provider, and a VP at PGIM Real Estate responsible for several real estate property management, data quality and reporting applications.
 

Taylor Vick

Managing Director
Blue Ridge Asset Management

Taylor is the founder and Managing Director of Blue Ridge Asset Management.  Blue Ridge creates and operates real estate investment funds throughout the southeast.  Taylor is a Chartered Financial Analyst and graduated from Clemson University with a BS in Finance with honors in 2010.
 

Conrad Vlak

CFO
Forum Investment Group

Trent Wallin

Chief Financial Officer
Peak Capital Partners

Mr. Wallin is the CFO at Peak Capital and joined the firm in June 2014. As CFO, Trent oversees the Accounting, Tax, FP&A and Investor Relations functions at Peak Capital Partners and its affiliates. Prior to Peak Capital, Trent worked as the Controller / Director of Accounting in the travel & hospitality industry. Trent also worked at Ernst & Young in the Assurance Services group for approximately 5 years. He also spent three years with a regional CPA firm where he was responsible for preparing financial statements and advising publicly-traded clients in technical accounting areas. Mr. Wallin is a licensed Certified Public Accountant in the states of California and Utah. He has b ... (view full description)

David Weiss

CFO
Rebel Rebel Capital

David is Chief Financial Officer & Chief Investment officer for a single-family office based in New York. Mr. Weiss runs the family office, provides vision, direction and leadership to his staff and external advisors while overseeing all family office services with core investments in technology, real estate, media and licensing.
Prior to Rebel Rebel, David played various financial roles for public and private operating companies as well as investment companies.
 

Gary Werner

Managing Director
NextTier HD/NextTier Real Estate Investors

Mr. Werner oversees Next Tier’s  Investment and  Asset Management activities in the Mission Critical/Mixed use arena. Mr. Werner brings over 20 years of diversified commercial real estate experience to bear on supporting the NT plan for its assets under management and portfolio initiatives. Prior to that Mr. Werner was in a similar position with HDG Mansur providing real estate fund and asset management and property development services. While there, Mr. Werner and his team managed and advised on over $5.6 billion in real estate investments on behalf of private clients and select institutions worldwide. Mr. Werner also had turns at Mitsui Fudosan, UBS Realty Investors, Cornerston ... (view full description)

Stuart Wood

Managing Director-North America
Alter Domus

Before joining the business development group, Stuart served as the head of Cortland Capital Markets LLC’s Fund Administration operations. Stuart is a certified public accountant with over fifteen years of experience in the accounting and finance industry. He began his career at PricewaterhouseCoopers as an auditor before spending several years working in fund administration with Citadel Solutions/Omnium/Northern Trust where he managed the fund close process, provided technical accounting advice, and managed client relationships. Through years of hands-on experience, Stuart has strong knowledge of applied accounting and reporting for hedge funds, credit funds, real estate, and private ... (view full description)

Yaakov Zar

Founder & CEO
Lev Capital

Yaakov Zar is the founder and CEO of Lev, one of the nation’s fastest growing commercial mortgage brokerages. Lev helps commercial real estate owners and investors get the best financing for their properties by supercharging the industry’s leading capital markets advisors with machine learning and artificial intelligence tools. Prior to starting Lev, Yaakov was a co-founder and Chief of Strategy at Dispatch, a workforce management platform for enterprise home service businesses, where he led product and sales to large accounts nationwide. In 2018, Vista Equity Partners acquired Dispatch. Yaakov graduated from Boston University in 2012, with a focus in Entrepreneurship and lives w ... (view full description)
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Event Contacts for 9th Annual Real Estate CFO & COO Forum (East)

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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:

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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.

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(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.

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*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.

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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