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Elisa Adam

Miller Global Properties LLC

Ms. Adam is Executive Vice President and Chief Financial Officer of Miller Global, joining the company in October 1998. She is responsible for financial reporting, accounting, cash flow projections, and overseeing the acquisition and disposition financial modeling and investment analysis. She also formulates financial presentations for quarterly analysis and annual investor presentations. Ms. Adam has over 20 years of experience in commercial and residential real estate accounting and financial analysis. Prior to joining the Company, she worked for a private real estate investment company in acquisitions and accounting in Denver, CO, and for a publicly traded REIT in Chicago, IL where she ... (view full description)

Ramon Bauza

Managing Director PE
Macquarie Group

Ramon Bauza leads Macquarie’s Global Private Equity Derivatives Sales group, where he structures innovative products/solutions on behalf of both corporate and private equity clients. Previous to Macquarie, Ramon worked for Deutsche Bank for eleven years in various roles, including in Foreign Exchange Debt Capital Markets Sales. Prior to Deutsche, Ramon worked for Morgan Stanley and Lehman Bros., where he also advised corporate clients on FX risk management solutions. In all, Ramon brings 21 years’ experience in the foreign exchange market, and has compiled an extensive working knowledge of foreign exchange risk management. He holds a Bachelor of Science Degree from Boston College and is form ... (view full description)

David Blatt

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)

Jeff Carswell

Partner, Capital Markets
The Shidler Group

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity capital into properties and creating and capitalizing new real estate-related companies.  Mr. Carswell focuses on the financing of new acquisitions and the development of joint venture relationships with capital and operational partners.  As such, Mr. Carswell has employed his in-depth knowledge of securitized markets and structured finance solutions to lead the structuring and funding of debt instruments totaling in excess of $2 billion. ​ Mr. Carswell joined the Shidler Group in 2011 as Director of Capital Markets of Alliance Partners, one of The S ... (view full description)

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

John Caruso is Managing Director, Global Head of Fund Finance for Nuveen Real Estate.  John is responsible for both internal and external reporting activities, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics related to Fund Finance, including Real Estate fund structuring as well as price and fund leverage arrangements.. He is a voting member of the Nuveen Real Estate Investment Committee, OpCom, and Executive Leadership Team. John joined TIAA/Nuveen in 2007 and has almost four decades of experience in the real estate, construction and software industries including eleven years in public acc ... (view full description)

Michael Cipriano

Millennia Group LLC

Michael Cipriano is President and co-founder of Millennia Group, LLC. He has over 20 years of experience in the workflow and document management industry and has been instrumental in Millennia's achievement of having many of the premier commercial real estate companies in the country as customers. Michael is a frequent speaker on document management and workflow at technology conferences including the Realcomm Technology Show, Documentum Users Conference and IMN Real Estate Conferences. Michael spent eight years in the commercial real estate industry working with a REIT and two multi-national financial institutions before co-founding Millennia Group.  He received his Masters in Business Admi ... (view full description)

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)

Dave Czabala

Industry Principal, Investment Management
MRI Software

Industry Principal, Investment Management at MRI Real Estate Software, which provides the industry’s most comprehensive and flexible investment software solution. In his role, Dave is responsible for communicating the strength and experience of MRI’s Investment Management suite in strategic sales and client management opportunities.  MRI Software’s Investment Suite helps clients understand, manage, and communicate the performance and risks of real estate assets and investments. Supporting the full investment lifecycle, MRI’s investment Suite helps improve asset and investment management, investor relations, investor reporting and provide industry-leading business intelligence, ul ... (view full description)

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

  Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benets for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. Michael is committed to educating the accounting, nancial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benets of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the ... (view full description)

George Dabney

Noble Investment Group

George Dabney has more than 20 years of experience as a hotel finance executive leading and advising a $2 billion privately held hotel investment firm through complex capital structures and capital markets transactions.  Mr. Dabney is currently responsible for finance, investor relations and treasury matters for Noble Investment Group, a specialist focusing with over $4B in AUM over its 28-year history. Noble's has $1.3B of AUM today with a portfolio currently comprised of 28 premier-branded select-service hotels (>3,000 keys) located in key growth markets throughout the U.S. Mr. Dabney is active with his alma mater, Penn State University. He is a member of the Philanthropy Co ... (view full description)

Kevin Dowling

Strategic Account Director
Juniper Square

Joan Dromey

Senior Product Manager, Private Markets

Joan Dromey is Senior Product Manager for the Private Markets group at Computershare. She has wide ranging expertise in ecommerce products and systems, business and systems analysis, process improvement and risk and compliance issues, as well as extensive knowledge of financial services, capital markets, securities trading and electronic payment processing.   Prior to joining Computershare, Joan worked for several years raising equity capital for real estate and venture private placement offerings (First Winthrop,The Harborside Companies) and built a successful practice consulting and providing strategic planning services to entrepreneurs. She holds a Bachelor of Arts deg ... (view full description)

Neil Duncan

Twining Properties

Neil Duncan is the CFO of Twining Properties where he is responsible for all accounting, treasury and debt and equity functions at the company. Mr. Duncan has arranged over $500 M in debt and equity for Twining Properties Watermark Seaport, in Boston, Watermark Kendall in Cambridge, MA, Watermark Court Square in NYC and 440 West 42nd Street developments. He has over a decade of experience in finance, both in public accounting and the private sector and six years of experience as a real estate investment banker. Previously, Mr. Duncan was CFO for MetroNexus, a Morgan Stanley Real Estate Funds Enterprise where he arranged over $50 M in debt with GE Capital and Wells Fargo. He ... (view full description)

Marc Ehrlich

Rose Associates

Marc Ehrlich serves as Chief Investment Officer for Rose Associates.  Marc brings to this role over 20 years of experience in real estate development, operations, investments and tax structures.  As Chief Investment Officer, he has overall responsibility for the pursuit and execution of all acquisition and development projects, along with the asset management of the existing Rose Associates portfolio.  Marc also oversees all aspects of the financing and joint ventures for new and existing investments and developments.  With his diverse and extensive experience, Marc is uniquely positioned to bring a holistic approach to Rose Associates’ initiatives in these areas ... (view full description)

Eric Emrich

Lubert-Adler Partners, LP

Mr. Emrich, Chief Financial Officer, Treasurer and Vice President, has over 25 years of experience in private equity, real estate and investment partnerships. He is responsible for all finance, accounting, tax, and risk management for Lubert-Adler Partners, LP. Prior to joining Lubert-Adler, Mr. Emrich was Tax Director and Controller for the CMS Companies' private equity/hedge funds. He was also a Managing Partner for a SEC registered investment advisor in Plymouth Meeting, PA. In addition, Mr. Emrich spent 12 years in public accounting, including 7 years with KPMG, LLP in Philadelphia. For KPMG, Mr. Emrich served the Philadelphia office's real estate, venture capital, security pa ... (view full description)

Bratton Fennell

Burroughs & Chapin Company, Inc.

Bratton Fennell is the Chief Financial Officer at Burroughs & Chapin Company. He is responsible for the Finance and IT Divisions of the company. Prior to joining Burroughs & Chapin, Bratton was Chief Financial Officer of Giant Cement Holding, LLC and prior served as an Assurance Services Partner at PricewaterhouseCoopers, LLP.

Bratton received his undergraduate and graduate degrees in business and accounting from the University of South Carolina where he graduated Magna Cum Laude. Bratton is active in a number of community and professional associations and is Past Chairman of the South Carolina Association of CPAs.

Ken Fishkin

CohnReznick LLP

Karen Fleck


Karen Fleck serves as the Chief Operating Officer of and is in charge of Accounting & Finance, HR, Recruiting, Corporate Operations, Marketplace Operations, Legal & Compliance. Previously, she held the SVP, Accounting and Controller position at Previous to starting at, Ms. Fleck served as the Chief Financial Officer of American Assets Investment Management, LLC and American Assets Capital Advisers, LLC, which are both Registered Investment Advisors, and American Assets, Inc., an investment holding company. At these companies, she was responsible for financial management and accounting.  Prior ... (view full description)

Jeff Gendel

Gen II Fund Services, LLC

Jeff Gendel is a Managing Director of Gen II Fund Services, where he is responsible for driving the firm’s business development and client relations activities.  Jeff has 17 years of experience in the private equity industry, including deep relationships within the private equity operational infrastructure community.  Prior to Gen II, Jeff was Head of Business Development for PEI Media, a global information company and the publisher of Private Equity International magazine.  While at PEI, Jeff was responsible for Western Hemisphere business development across the private equity, real estate and infrastructure markets and was directly responsible for the creation and commercial execution of m ... (view full description)

Michael Giglio

CFO & Operating Principal
Kaufman Management Company, LLC

Thomas Goodkind

The Rosen Group

Thomas Goodkind, Chief Financial Officer, The Rosen Group Tom Goodkind is the Chief Financial Officer of The Rosen Group, a privately held real estate development and management consortium and one of the largest, family-owned, commercial real estate portfolios on the East Coast. In this role, he oversees all financial and accounting functions for the company, with more than 100 properties across fifteen states. With more than two decades of real estate financial and auditing experience, Goodkind has served as CFO for several prominent family-owned real estate companies. His work has involved not only supervision and leadership in owner relations and financing, but also the rebuil ... (view full description)

Michael Gottstein

Berdon Fund Services

Michael Gottstein, Chair of Berdon Fund Services LLC, has more than 20 years of experience in accounting and finance.  He advises clients of all sizes in the private equity and real estate sectors, and provides fund administration, outsourced accounting, and consulting services to private equity funds, broker dealers, family offices and REITs. Michael also has experience providing risk assessment, internal audit advisory, and due diligence support to his clients, which have assets under management ranging from $50 million to $5 billion. Prior to joining Berdon Fund Services LLC, Michael worked as an accounting and finance professional in public accounting, and provided tax and au ... (view full description)

Ray Haarstick

Relevant Equity Systems, Inc.

Ray Haarstick is the founder and CEO of Relevant, developer of Relevant EquityWorks, powerful software for private funds. This platform was the first integrated front- and back-office solution for high-volume teams, and has been deployed to nearly 300 firms in 23 countries.   “I love learning about new approaches to business and technology. Show me new innovations in business process, revenue models or technology, and I’m all over it,”, says Haarstick. From his perch and close contact with customers, he has a chance to observe innovation from across the world, then take it back to the Relevant EquityWorks community.   Ray Haarstick holds Bachelor degrees in Computer S ... (view full description)

John A Hamon


John Hamon is the founder and CEO of Fortimize, with a background that runs deep in financial services. John holds a Series 65 FINRA Registered Investment Advisor license with experience in technology, management consulting, and sales. John has a rich entrepreneurial history in diverse industries including hedge funds/RIAs, and technology and energy from startup to acquisition. John has a proven ability to develop new business and forge strategic relationships. One of the strategic advantages from more than 25 years in financial services is John’s demonstrated track record of negotiating complex transactions with key executives across this wide range of industries. A gifted think ... (view full description)

Chris Happ

Co-Founder & CEO

Chris Happ is the Co-founder and CEO of Goby. Mr. Happ has more than 20 years in enterprise software and management consulting experience including supply chain software implementation and process optimization for Fortune 50 companies including ExxonMobil, Disney, Southwest Airlines, Pfizer, and JPMorgan. He began his career with PricewaterhouseCoopers  management consulting and went on to Ariba where he led the technical strategy and architecture group. After Ariba, he co-founded blueSolutions, a supply chain optimization and  software  implementation  consultancy  which was acquired by SAP reseller, Hubwoo. Since 2009, Happ has been foc ... (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)

Raju Iyer

Managing Partner
Intellisys Technology, LLC

Results-driven professional with 30+ years of expertise and multi-industry experience in leading start-up, high growth, and turnaround situations. Accomplished business leader with demonstrated abilities functioning in a fast- paced highly competitive environment for improved financial performance, heightened productivity and enhanced internal controls and effective operational processes.  An entrepreneurial history with high-level relationship management has developed an executive suite of skills for effective business analysis, strategies, documentation, and communications. Excellent problem solving skills, scheduling and proficient in budgetary management, and presenting highly soph ... (view full description)

Ronald Kaplan

Partner, CRE 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)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

John Kim

Managing Director
BMO Capital Markets

John joined BMO’s U.S. Equity Research team in 2014 as a senior analyst covering REITs. He has deep knowledge of the global real estate industry, having covered REITs as a sell-side analyst since 2002 in New York and Asia, after spending six years in real estate investment banking. Prior to BMO Capital Markets, John was head of Australia property research at CLSA in Sydney (2010-2014), and head of Australia and Asia property research at Bank of America Merrill Lynch (2004-10) in Sydney and Hong Kong.  John began his career in investment banking at Donaldson, Lufkin & Jenrette, and UBS PaineWebber, and holds a B.A. in economics from the University of Pennsylvania.

Kurt Koegl

Marcum LLP

Kurt R. Koegl is a Partner in Marcum LLP’s New York City office. He has 15 years of tax accounting experience specializing in the real estate industry. He has served clients with a broad mix of operations, including residential, commercial, hospitality, mixed use, infrastructure, real estate backed financial instruments and construction. Mr. Koegl has experience with public and private REITs, traditional real estate funds, private equity, fund of funds, venture capital, Fortune 500 public companies, inbound and outbound foreign investments, domestic, international, state and local tax compliance, reporting, planning and structuring. Mr. Koegl works closely with his clients to: ma ... (view full description)

Olga Koroleva


Olga Koroleva is a founder of Capital Brain, a real estate machine intelligence platform. The mission at Capital Brain, a company founded in 2014, is to harness the power of artificial intelligence to streamline private real estate fundraising, asset management, and investment sales. Olga has over 15 years of experience in the commercial real estate industry including finance and asset management roles in hospitality and multifamily sectors. She has helped built the internal data analysis and reporting infrastructure for a $5B public multifamily REIT BRE Properties and managed a $300M multifamily portfolio for Redwood Mortgage. Olga holds a Master’s i ... (view full description)

Robert Landin

Co-Founder & Co-Managing Partner
The Milestone Group

Robert P. Landin is Co-Founder and Co-Managing Partner of The Milestone Group, LLC, a leading multifamily real estate investment management platform with corporate offices in Dallas, TX and New York, NY.  Mr. Landin has 26 years of real estate acquisition, development, capital markets and investment management experience.  He is responsible for establishing the strategic direction of Milestone and the firm's capital markets activities and fundraising. Mr. Landin also serves as co-chairman of Milestone’s investment committee.  Milestone has executed on more than $15 billion of transactions since its formation in 2004 with realized IRR’s for its investors in e ... (view full description)

Cristi Lewis

CohnReznick LLP

Cristi Lewis is an audit partner based in CohnReznick’s Charlotte office. She is a member of the firm’s Construction Industry Practice. Cristi has more than 15 years of public accounting experience encompassing financial statement audits, accounting, business consulting, agreed upon procedures engagements, regulatory compliance and benefit plan audits. Her industry experience includes construction contractors, commercial real estate, residential multi-family housing, and governmental agencies (including PHAs). She has also worked with many small business clients. Throughout her career, Cristi has been tasked with planning and performing audit, tax, and agreed upon procedures enga ... (view full description)

Keven Lindemann

Industry Head, Global Real Estate
S&P Global Market Intelligence

Keven Lindemann is the Senior Director of Global Real Estate at S&P Global Market Intelligence. In this role, Keven is responsible for the SNL Real Estate products – a leading research and data service covering the global REIT markets. Keven is a regular, cited resource on REITs for leading financial publications and media. He has also guest-lectured on Real Estate Capital Markets at universities in the U.S. and abroad.   Prior to joining the firm, Keven worked for BB&T Capital Markets as an equity research analyst following REITs and for the Trammell Crow Company.   Keven holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst desig ... (view full description)

Bhagesh Malde

Global Head of Real Assets
SS&C Technologies

Bhagesh Malde is Managing Director and Head of SS&C GlobeOp Real Assets division responsible for fund administration services and software products specific to this industry. Prior to joining SS&C in 2017, Mr. Malde was Senior Managing Director and Global Head of the Private Equity and Real Estate business at State Street and Managing Director and global head of Hedge Fund Services at J.P. Morgan. Mr. Malde previously held positions at Citigroup and HSBC in Europe, Asia, and North America. He holds a bachelor’s degree in Economics from the University of London and is an alumnus of Harvard Business School where he completed the Advanced Management Program.

Michael Mastruzzo

Senior Manager

Bringing 12 years of experience, Michael Mastruzzo provides guidance to real estate entities and investment management companies. His experience with real estate spans across a variety of clients, including hotels and other hospitality structures, commercial and residential real estate, real estate funds, developers, real estate brokers and REITs. Through his career in public accounting, Michael has provided accounting guidance for leases, financing and purchase accounting with varying degrees of complexity and has been exposed to a variety of different concepts, including but not limited to fair value presentation and other types of financial reporting. Michael has been i ... (view full description)

Ashi Mathur

Head of North American RE & Deputy Head, Investment Banking
BMO Capital Markets

Ashi Mathur is a Deputy Head of Investment Banking. Mr. Mathur has over 20 years of investment banking experience. He joined BMO Capital Markets in January 2001 as a Vice President. He was appointed Head of Media & Communications in 2010 and was appointed Head of Canadian Real Estate Group in 2012. In 2015, he merged the Canadian and US Real Estate groups to create the North American Real Estate Group. In 2017, he was appointed Deputy Head of Investment Banking, overseeing North American Real Estate, Media & Communications, North American Financial Institutions, Diversified Industries, Canadian Financial Sponsors, and Quebec’s investment banking practices. Prior to joinin ... (view full description)

Desmond McGowan

Managing Director
Oceanview Advisors

Desmond F. McGowan is the Founder and Managing Director of Oceanview Advisors, LLC, a consulting firm which focuses on Finance, Operations, Compliance and Information Technology.  Oceanview Advisor’s current clients include real estate developers, software developers and family investment offices. Past projects include investment analysis, back office design, regulatory compliance reviews, compensation plans, private equity fund raising and technology optimization. Previously, Desmond was the CFO for True North Management Group, a real estate private equity manager, with approximately $1.2 billion of assets under management.  There he was responsible for financial reporting, investor r ... (view full description)

Jennifer McLean

Kushner Companies

Jennifer McLean currently serves as the Chief Financial Officer of Kushner Companies.  In this role, she oversees all Asset Management, Accounting, Human Resources and IT functions for the Company and all related entities/affiliates. She is responsible for monitoring and maximizing asset specific cash flow and financial performance. She also oversees all tax and compliance reporting, and maintains ongoing relationships with partners, agencies, development and operations to ensure the integrity of all financial data.   Prior to joining Kushner Companies, Ms. McLean has served in various Chief Financial Officer roles throughout her extensive career having been involved in the finan ... (view full description)

Richard Mendoza

Director, Information Security

Richard Mendoza is the Director, Business Unit Information Security Officer for the Realogy RFG Group.  Richard manages the cybersecurity posture of the organization, along with governance, risk, and compliance.  He brings to this role more than 17 years of experience in systems engineering, information security, and the management of internal and external audits.  Throughout his extensive career, he has focused on reducing overall risk exposure and infrastructure redundancies through the promotion of best-of-breed security and support practices involving efficient service processes, enhanced security postures, and reduced risk vectors.  Additionally, he has extensive experience with helping ... (view full description)

Taylor Metz

Managing Director, Western Region
REdirect Consulting

Taylor joined REdirect as Managing Director of the Western Region. Taylor has over 15 years of hands-on front-line management experience in delivery and sales of software professional services, with a primary focus on the Real Estate Industry. Taylor has extensive experience working with a breadth of enterprise software customers to design, implement and optimize solutions including CRM, SIM, Customer Support, Customer and Partner Portals, Property Management, Investment Management and Asset Management on Salesforce, MRI and others. Taylor previously led the western region consulting organization at MRI Software where her 8 year career included project management and system consultant roles. ... (view full description)

Meyer Mintz

Berdon LLP

A tax partner at Berdon LLP, Meyer Mintz has been with the firm for more than 20 years. He has particular expertise in the tax aspects of partnership agreements, limited liability companies, and other business organizations. Analyzing potential transactions from both a tax and an overall business perspective, he provides clients with a more comprehensive picture on which to base their decisions. Mr. Mintz has also worked with attorneys in litigation matters. He has testified as an expert witness on behalf of a defendant at a FINRA arbitration hearing. Mr. Mintz’s testimony regarding a complex tax matter was successful in sustaining the defendant’s tax position. Mr. Mintz is also a member of ... (view full description)

Juan Morales

Senior Director, Global Cyber Security & Incident Response

Juan Morales is the Senior Director, Global Cyber Security & Incident Response for Realogy.  Juan directs the Cyber Security operations of the organization, including SOC, Incident Response, Forensics and eDiscovery, and Vulnerability Management. He brings to this role more than 18 years of experience in Information Technology, Information Security, and Technology Management. Throughout his extensive career, he has focused on reducing overall risk exposure, enabling business success by promoting sound and adaptive security practices, with a focus on fundamentals of cyber security. Juan holds a Master Degree in Cyber Security from Fordham University and is a Certified Information Systems ... (view full description)

Sujan Patel

Founder and Managing Principal
Nantam Capital

Sujan Patel, Founder and Managing Principal, Nantam Capital   Nantam Capital is a real estate investment platform focused on investing in opportunistic and special situations across real estate and real-estate related operating and technology companies.  As part of these initiatives, Mr. Patel is on the executive committee and advisory board for the Arden Distressed Hospitality Fund, which is sponsored by the Arden Group based out of Philadelphia, and is a recently established, $500MM vehicle dedicated to investing in distressed hospitality assets. Prior to forming Nantam Capital in December 2018, Mr. Patel  was the Managing Dire ... (view full description)

Stephen Pincus

Goodmans LLP

Stephen Pincus is a partner at Goodmans, a member of its Executive Committee and head of its Capital Markets Practice. Widely recognised as one of Canada’s leading lawyers, Stephen has played a pioneering role in the development of Canada’s capital markets.  According to Lexpert, he is dubbed by Bay Street as Canada’s King of REITs. Stephen is well known for his leadership of many complex and innovative domestic and cross-border transactions. Examples of Stephen’s M&A transactions include: Canada’s first SPAC qualifying acquisition; its largest investment bank merger in more than a decade; its first mutually initiated merger of REITs; the pr ... (view full description)

Gregory Pinkus


Gregory Pinkus is Chief Financial Officer and Chief Operating Officer of Terra Capital Partners. Mr. Pinkus has over 25 years’ experience in accounting and finance at Fortune 100 and high growth companies. Prior to joining Terra, he served as controller for W.P. Carey & Co. and as controller and vice president of finance for several early-stage technology companies. Additionally, he managed large-scale IT budgets at New York Life Insurance Company and oversaw an international reporting group at Bank of America.Mr. Pinkus is a Certified Public Accountant and member of the American Institute of Certified Public Accountants. He received his Bachelor of Science degre ... (view full description)

Elizabeth Porras

Director, Customer Success
Juniper Square

Darren Powderly


Darren started CrowdStreet in 2012 after recognizing the need to digitize and democratize the private equity real estate investing process. CrowdStreet's Fundraising & Investment Management technology solutions help investors and sponsors connect, transact and communicate over time. CrowdStreet Marketplace, the #1 direct-to-investor CRE capital marketplace in the U.S., provides qualifying sponsors access to a global audience of 34,000+ investors in order to raise equity for their offerings. Sponsor Direct is a white-label investment management software that enables sponsors to digitize their offering distribution, fundraising, and investor relat ... (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)

Abe Schlisselfeld

Senior Managing Director
CBIZ, Marks Paneth

Abe Schlisselfeld, CPA, EA, is the Co-Partner-in-Charge of the Real Estate Group at Marks Paneth LLP, where he is responsible for advising commercial and residential real estate owners, real estate management firms and REITs on all facets of accounting and taxation. He is a member of the Executive Committee of Marks Paneth, which sets policy and strategy for the firm. Mr. Schlisselfeld has explored the tax benefits and implications of the Opportunity Zones program since its introduction in the Tax Cuts and Jobs Act of 2017 and has become a sought-after speaker on the topic. In addition to his deep understanding of real estate investing and economic development, he has extensive k ... (view full description)

David Schwartz

Co-Founder & Principal
Sugar Hill Capital Partners, LLC

David Schwartz is the Founder and Managing Partner of Fort Amsterdam Capital and co-founder of Sugar Hill Capital Partners. David has been involved in NYC multi family real estate for over 12 years. Prior to co-founding SHCP, David was an Executive Director in the structured products group at Royal Bank of Scotland / ABN AMRO Bank, where his work included real estate securitizations. David also held positions at Dresdner Bank, Chemical Bank, Chase Securities, Standard Chartered Bank in Singapore, and National Westminster Bank in Tokyo. David holds an M.B.A. in Finance from New York University and a B.A. in Economics from George Washington University.

Angelo Stambules

VP - Capital Markets
Access Point Financial

ANGELO STAMBULES - Vice President - Access Point Financial (APF) Mr. Stambules offers over 25 years of hotel finance, development, consulting, and operations experience. Prior to joining APF, Mr. Stambules was Managing Director at Davis Hotel Capital a hotel investment advisory firm focused on providing hotel owners and investors an array of capital and asset investment related services.  Prior to Davis Hotel Capital, he was Vice President of Hotel Investments & Capital Markets at Starwood Hotels & Resorts. At Starwood he was responsible for facilitating senior loans, mezzanine loans, operating profit guarantees, joint ventures, leases, and other credit enhancement transactions ... (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.

David Thomas

Benenson Capital Partners, LLC

As one of Benenson Capital Partners’ three Senior Officers, David is responsible for all of the Company’s accounting, tax, treasury and reporting functions. In addition, he is involved in the structuring of all acquisitions and dispositions and the periodic completion of refinancing of the Company’s real estate investments. David also manages the Company’s portfolios of non-real estate investments. Prior to joining Benenson Capital Partners, David was the Chief Financial Officer of Commonfund’s Real Estate Advisor including its $1.5 billion open ended domestic real estate opportunity fund. Previously he was a Partner at Deloitte for 10 years in their New York ... (view full description)

Ryan Thomas

Head of Business Development for Diversified Industries
Toronto Stock Exchange

Ryan Thomas is the Head of Business Development for the Diversified Industries at the Toronto Stock Exchange having joined the TMX Group in January 2017 bringing 17 years of experience within the Canadian capital markets including 10 years of investment banking capability covering a broad range of growth sectors including real estate, industrials, non-bank financials, consumer discretionary and infrastructure mandates.

Kristen Thomasino

VP, Real Estate Solutions

Kristen Thomasino as the Vice President of Real Estate Strategy and Partnerships & a Spend Management expert,  has worked on 100s of FinTech automation projects with companies in every industry in a variety of sizes. She is passionate about finding solutions that create positive outcomes for the economy in local communities across the United States. With over 13 years of educating, coaching, and most importantly real-life automation experience, her view is radically different. Kristen has been a business professional for 23+ years and truly understands that the choice to change your business processes is a big one. She can help walk you through every step of the process – starting with a ... (view full description)

Andrew Till

Simon Baron Development

Andrew Till is the Chief Operating Officer at Simon Baron Development.  Andrew has over 14 years of development and operations experience in the New York Metropolitan Region.  Prior to joining SBD, Andrew was a Vice President at Meadow Partners, a private equity real estate fund focusing on New York City and London. Prior to that he was a Manager of Development and Operations at Garden Homes Development, headquartered in Short Hills, NJ. In that time, he has worked on high end residential, office and hotel developments.Andrew received his MBA in Finance and Management from Fordham University and his Bachelor of Arts from the University of Wisconsin-Madison.

Alex Topchy

Broad Street Realty

Alex Topchy has more than eighteen years of experience in the financial sector of commercial real estate in addition to construction management and contract negotiation. Mr. Topchy has worked with leading real estate owners and lenders on projects throughout the nation. At Broad Street, he manages the financial aspects of operations including the underwriting and analysis of prospective acquisitions. Mr. Topchy also reviews the financial details of leasing and acquisition alternatives for Broad Street’s corporate services clients. His expansive professional network extends to numerous international markets.Areas of Practice: Financial analysis; lender relationships; ... (view full description)

Tim Trifilo

Partner-National Real Estate Tax Leader
CohnReznick LLP

Timothy Trifilo is a partner in CohnReznick's Tax Practice with more than 18 years of experience. He advises global clients in the asset management, private equity, and real estate industries, including opportunity funds, venture capital, public and private REITs, institutional investment advisors, and real estate owners/developers. Timothy specializes in structuring global private equity funds and investments with diverse investor profiles and in providing transaction support and advice on fund formation, public and private equity offerings, capital structures, REIT formation and qualification issues, real estate workouts, and M&A transactions. He also has significant experi ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firm’s New York office and National Partner-in-Charge, Real Estate group. Mr. Vitulli has over 20 years of diversified real estate experience including broad-based financial, accounting, and SEC experience, as well as expertise in all property types including retail, office,residential, hospitality, and industrial. Mr. Vitulli’s responsibilities include financial statement audits, securitizations, and consultation regarding fair value reporting. He also handles investment company audits, agreed upon procedures reports, regulated real estate project audits, reviews and compilations, and analysis of public filings. Prior to joining Marcum, Mr. Vit ... (view full description)

Stephen Wagenheim

RealPage, Inc.

Mr. Wagenheim is a technology sales executive with a successful 25 year history of helping organizations get to a better place through effective adoption of technology.  Over the years, he’s worked for some of the largest enterprise software companies in the world including Oracle, SAP, and Infor.  Today, he serves as a Vice President at RealPage where he applies this extensive experience to help his clients gain a competitive advantage in the real estate market through the practical application of best in class solutions that provide visibility, insight, and overall asset optimization across their portfolios. 

Chris Ward

Industry Principal, Investment Management
Yardi Systems Inc.

Chris Ward, industry principal for investment management at Yardi, has more than 15 years of experience in real estate and private equity encompassing asset management, business development, marketing and product development. Before joining Yardi, Chris oversaw the design, development and launch of SunGard|FIS Investran’s LP Solutions offering.  Prior to SunGard, Chris led business development for eFront/AltExchange in North America.  He has also served as the primary marketing manager for the State Street Alternative Investment Solution private equity and real estate product suites. His other experience includes working for two venture-backed technology start-ups,  geoVue Inc., a prov ... (view full description)

Robert Weiner

Pantzer Properties

Robert Weiner serves as Senior Vice President and Chief Financial Officer of Pantzer Properties. Robert is responsible for the management and supervision of the day-to-day financial operations including its accounting processes, internal and external reporting, and treasury functions. Additionally, he is responsible for the Companys audit and tax engagements, commercial banking relationships, investor communications and information technology.Prior to joining Pantzer Properties, Robert worked for national public accounting firms providing accounting and consulting services to real estate owners, property management firms, joint ventures and real estate opportunity funds. Also, Ro ... (view full description)

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

Thierry Wizman

Division Director
Macquarie Group

Thierry Wizman brings 22 years of experience as an economist, investment strategist, portfolio manager, and trader covering economics and policy in both the developed and emerging markets. He most recently served as the Senior Macroeconomic Analyst at Artha Capital in Stamford, CT, an emerging markets hedge fund, where he was also a Director of Research. Prior to joining Artha in 2009, Dr. Wizman was with Fortress Investment Group, where he was a Managing Director assigned to Drawbridge, Fortress’ liquid hedge funds division. From 2000 to 2008, Dr. Wizman was at Bear Stearns & Co., as a Senior Managing Director in the Global Equities Division, where he served in various roles, including ... (view full description)

Stuart Wood

Managing Director
Alter Domus

Stuart is Managing Director with the Alter Domus Fund Administration Business Development Team. Prior to this role, Stuart served as the head of Cortland’s Fund Administration operations.  Stuart is a certified public accountant with over nineteen 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 man ... (view full description)
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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 The 6th Annual Real Estate CFO & COO Forum (East)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

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