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Jim Allen

CFO of Funds
Starwood Capital Group

Priyankar Baid


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

Elizabeth Beckwith

EII Capital Management

Andy Birch

Product Manager
MRI Software

Andy is an experienced business software professional with a unique blend of marketing, technical, industry, product, and sales expertise. He has extensive experience in business software, from Financial Management and Enterprise Resource Planning to Performance Management, targeted at a variety of industries with financial services and real estate industries being the primary focus for the last 10 years. Andy has most recently been pioneering an audience centric approach to product initiatives to really help MRI drive value to prospects and clients.MRI Software MRI Software is a leading provider of innovative software and technology solutions for global re ... (view full description)

David Blatt

CapStack Partners

David Blatt is CEO of CapStack Partners, a real estate investment manager specializing in real estate credit 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 credit transactions and brings an expert level understanding to successfully executing such investments. He is also a frequent public speaker and writer on innovation, & capital market trends in real estate.

Matthew Boras

Colony Capital

Matt Boras is a Vice President at Colony NorthStar where he is a member of the Special Situations Group focused on investing in businesses across markets, platforms and asset classes with a focus on real estate technology. Prior to joining the predecessor NorthStar Asset Management Group in 2014, he was an Associate Director at Five Mile Capital Partners LLC, where he was responsible for the identification, evaluation, consummation and management of new investments. He received an A.B. in International Relations from Brown University and currently serves on the Advisory Board of Pencils of Promise.

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

Mr. Bubna oversees portfolio strategy and operations for the commingled funds and serves as the Chief Financial Officer. He is a member of the Firm’s Investment Committee. At TA Associates Realty, Mr. Bubna oversaw the value-add portfolio management group for all commingled funds. Mr. Bubna also directly implemented multiple value-add and core strategies across a portfolio of real estate covering various East Coast markets. As a voting member of the finance committee, he negotiated new and renewal debt proceeds and oversaw the deleveraging and debt restructuring of multiple commingled funds. Prior to TA, Mr. Bubna spent 10 years at Arthur Andersen and Ernst & Y ... (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)

Christopher Chang

Managing Director
Menlo Equities

Mr. Chang leads Menlo Equities’ engagement with its Limited Partners, is responsible for the firm’s marketing activities, and spearheads the strategy and execution around raising capital. Prior to joining Menlo in 2017, Mr. Chang was in the Investment Banking Division of Goldman Sachs.  During his 10 years at Goldman, he led the firm’s West Coast Real Estate investment banking business where he was a strategic advisor to a number of private and publicly traded real estate companies on capital raising, mergers & acquisitions, and general corporate finance matters. Over the course of his investment banking career, Mr. Chang advised clients in raising more than $20 billion of eq ... (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)

Tom Curtin

Win Properties

George Dabney

Managing Principal and CFO
Noble Investment Group

Mr. Dabney is a managing principal and chief financial officer responsible for financial and accounting administration, treasury, institutional fund management, investor relations and risk management at Noble Investment Group. Noble is a minority-owned, industry-leading specialist in select-service and extended-stay hotels which has invested nearly $5 billion over its three-decade history through its private real estate funds. Noble invests in high-growth markets with over $100 RevPAR characterized by durable demand generators such as major universities, medical centers, and diverse corporate sectors. Prior to joining Noble, Mr. Dabney served as Managing Director and CFO of Brook ... (view full description)

Laura Dietzel


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)

Dwight Dunton

President & CEO
Bonaventure Realty Group LLC

Dwight founded Bonaventure Realty Group in 1999 in the spare bedroom of his apartment. At 25 with no real estate experience, he acquired his first multifamily complex and started a management company. Today, with over $1.75 billion in transactions, $250 million worth of HUD loans, 7,500 residents, and 200 employees, Bonaventure boasts a full suite of multifamily property management and investments capabilities, a Class A construction company, and a portfolio of apartment homes in 2 states and 22 communities. Dwight’s primary focus is strategic growth of all business units with a focus on joint ventures, capital structuring, and developing partnerships. Dwight enjoys employing his intuition, ... (view full description)

Robert Egan

Archer Law

ROBERT T. EGAN serves as the Chair of the Data Privacy and Cybersecurity Group at Archer & Greiner, where he focuses his cybersecurity practice on counselling, data breach response, and related investigations and litigation. A 1977 graduate of the University of Pennsylvania Law School, Bob is also the Chair of the firm’s Business Litigation Group. Bob has been primarily involved in high value, complex business-related litigation in the state and federal courts in New Jersey and in other jurisdictions for almost 40 years. Many of his cases have involved clients and disputes in the computer and high technology business sectors, which led naturally ... (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

Chief Financial Officer, Treasurer and Principal
L-A Asset Management Services, 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 partnership a ... (view full description)

Chris Felice

Raven Capital Management LLC

Chris Felice is the Chief Financial Officer and Chief Compliance Officer of Raven and is responsible for all financial, tax and compliance reporting of Raven and its entities. Mr. Felice manages Raven’s client administrators, auditors, compliance consultants and tax advisors. Prior to joining Raven, Mr. Felice was Vice President and Controller of HGGC, a Palo Alto-based middle market private equity firm with $1.1 billion in committed capital under management. Mr. Felice started his career with McGladrey, where he spent five years providing audit and assurance services to various public and private companies. Mr. Felice received his BS in Accounting from the Fisher School of Accounting at the ... (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.

Josh Friedensohn

Greenleaf Capital

Bob Goldbaum

VP Strategy
Dynamo Software

Bob brings over 25 years of experience in investment operations, marketing, M&A and Fintech innovation.  Before Dynamo, he helped build Citadel’s fund administration business as head of their Fund of Funds and Allocator Services and helped design their Investor Services and Accounting infrastructures. Before moving to Chicago, he founded  FundRunner software in San Francisco, CA, the first CRM and manager research platform for the private investment industry which he sold in 2005. At FundRunner he re-built with its founder and created its Private Equity counterpart for the Guggenhiem group. He also worked closely with Credit Suisse to create their alternative investment ind ... (view full description)

Jeff Goldstein

Director of Finance

Laurie Golub

Square Mile Capital Management LLC

Laurie Golub is the Chief Operating Officer and Senior Managing Director of Square Mile Capital. In her role, “LG” (as she is known) is responsible for oversight of Square Mile’s ongoing business operations. Prior to joining Square Mile, LG held leadership positions with HFZ Capital Group, Africa Israel USA and Forest City Ratner Companies. Prior to that, she was an attorney in private practice for more than a decade, where she represented clients on a broad range of real estate and corporate transactions. LG has over 25 years of extensive experience in the industry with respect to real estate finance and capital markets, investments, development and construction, and ownership and operation ... (view full description)

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)

Francis Greenburger

Time Equities Inc.

  Francis Greenburger is the founder, chairman, chief executive officer and guiding force behind Time Equities, Inc. Founded in 1966, Time Equities, Inc. (TEI) has been in the real estate investment, development and asset & property management business for more than 50 years. TEI currently holds in its own portfolio approximately 32.4 million square feet of residential, industrial, office and retail property – including more than 4,000 multi-family apartment units. In addition, TEI is in various stages of development and pre-development of constructing approximately 1.4 million square feet of various property types which includes at least 1,447 residential units. With proper ... (view full description)

Jason Greenstone

Senior Director
Cushman & Wakefield

Jason Greenstone joined Cushman & Wakefield in 2012 and serves as a Senior Director in Retail Services. He specializes in national tenant representation and landlord representation in New York. In his 2017, Jason completed 44 transactions totaling 179,000 square feet.   He has worked with notable tenants such as Muji, Century 21, Forever 21, Hunter Douglas, JPMorgan Chase, Trader Joe’s, The Tie Bar, UNTUCKit, Vince., Mighty Quinn’s BBQ, and Pizza Loves Emily, and prestigious landlords including, Brookfield, Related, Global Holdings MGMT, Madison Capital, Morgan Stanley, Related Companies, RFR, RXR Realty, SL Green, The Stahl Organization, and ... (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)

Jill Homan

Javelin 19

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions and development totaling over $500 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the ... (view full description)

Ariel Jorge

Principal, Client Service
Gen II Fund Services, LLC

Ariel Jorge is a Principal of Gen II Fund Services, LLC.  Ariel has over sixteen (16) years of accounting experience including over eleven (11) years of experience in the private equity industry. Ariel has a diverse knowledge base in private equity fund accounting with an emphasis on direct funds, mezzanine funds and fund of funds. Ariel has also been instrumental in developing the service models for Gen II's portfolio administration and regulatory services and has assisted with client onboarding.   Ariel is also a key cog in the Gen II technology team directly involved in many of Gen II’s technological initiatives. Prior to joining Gen II, Ariel was a Vice President at Citi Priv ... (view full description)

Nir Kaissar

Bloomberg Opinion

Richard Kalvoda

Senior EVP
Altus Group U.S. Inc.

Richard Kalvoda is a Senior Executive Vice President with Altus Group’s Research, Valuation and Advisory Practice in the Irvine, CA office.  He has more than 28 years of real estate consulting experience, including valuation management and portfolio analytics, and has presented at various real estate conferences, including AICPA, Appraisal Institute, NCREIF, PREA, Argus, Pepperdine University and IMN.  He also was a contributing researcher and presenter for Emerging Trends in Real Estate, an annual survey publication of PricewaterhouseCoopers and Urban Land Institute.    Prior to joining Altus Group, he served as a Principal with PricewaterhouseCoopers’ Real Estate Advis ... (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)

Rob Kleeger

Founder & Managing Director
Digital4nx Group, Ltd.

Rob Kleeger is the Founder and Managing Director of Digital4nx Group, Ltd., a boutique firm which offers regional digital forensics services for plaintiffs and defendants in various civil and criminal legal matters.  Digital4nx Group provides Digital Forensic Investigations, Electronic Discovery Consulting and Advisory Service, Incident Response to Data Breaches and Proactive Cyber Security services such as “Ethical Hacking”. Rob has been involved in this emerging field since its inception in the private sector.  He oversees the data collection, forensic analysis, reporting and testimony involving electronically stored information. In addition, he routinely provides routine duties such ... (view full description)

Brian Lovett

Partner, Team Leader, Real Estate Services Group

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

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.

Josh Malinoff

REdirect Consulting

Josh joined the REdirect team as a Principal in 2007. He brings close to 30 years of real estate technology expertise to REdirect and is often a go-to source for any complex projects.     Josh spearheaded REdirect’s involvement in Investment Management software, creating a dedicated practice group focusing on the growing needs of investment managers, private equity real estate, and fund administrators.  Josh has extensive experience working alongside property and asset managers, REITs, investment advisors and institutions, and is committed to helping firms enhance their business processes through technology.     Josh likes to approach complex topics in accessible, eas ... (view full description)

Howard Margolis

Managing Director
Clarion Partners

Howard Margolis is a Managing Director and Head of Product Development at Clarion Partners. As a member of the Client Capital Management Group, Howard focuses on structuring products targeted for distribution across various capital channels. He also works to expand certain strategic relationships with institutional investors. Howard joined Clarion Partners in 2017, after serving in various leadership positions with BIP Investments, Willett Advisors, the Government of Singapore Investment Corporation and UBS Real Estate Banking.  Howard currently serves as the head of the Pension Real Estate Association (PREA) Conference Committee, and as a member of Global Exchange Council at the Urban Land ... (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)

Troy Merkel


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

Robert Moss

Principal, National Director of Governmental Affairs
CohnReznick LLP

Bob Moss leads CohnReznick’s federal and state government relations efforts with a focus on the affordable housing industry. In this capacity, he helps to protect client interests in the affordable housing industry through the legislative process. Bob operates out of CohnReznick’s Boston and DC-metro offices. Bob has 30 years of affordable, multifamily housing experience that includes syndication, preservation and development, debt financing, tax credit applications, and property management. He currently serves as Vice President of the National Leased Housing Association, an organization serving both public and private organizations in the affordable multifamily rental housing fi ... (view full description)

Brant Murdock

Coastal Ridge Real Estate

Brant Murdock is a Principal focused on cultivating strategic relationships across the firm’s Investment, Asset and Property Management platforms. In this capacity, he is primarily focused on leveraging Coastal Ridge’s strengths to foster new, and deepen existing investor relationships. Prior to joining Coastal Ridge, Brant was a Principal a large oversees family office, where he primarily focused on making and overseeing direct and indirect investments in alternative assets, with a primary focus on traditional US private equity and real estate equity opportunities. Earlier, Brant spent over 13 years in a variety of origination, structuring and workout roles at global financial i ... (view full description)

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Jasmine joined Urban Green in early 2013 after attending the University of California at Davis where she got a MS in Soils and Biogeochemistry. Her focus evolved from operational work. She now specializes in Investor Relations and supports Urban Green during the acquisitions process. She is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate.

Van Nguyen

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)

John Orrico

RealPage, Inc.

Aparna Parameswaran

Managing Director, PEI Solutions
SS&C GlobeOp

Amy Pearce

Managing Director
SS&C Technologies

Mrs. Pearce is a Director with SS&C Technologies within the Real Assets division of GlobeOps. Prior to joining SS&C, Amy worked in the Real Estate division of State Street Corporation, Morgan Stanley Real Estate Investing and Ernst & Young. In her role, she is responsible for developing relationships and overseeing operation teams in serving SS&C Real Asset clients. Amy holds a Bachelor of Science from Virginia Tech.


Dimitrios Piltsis


Chris Powers

Founder & CEO
Fort Capital

Chris is a serial entrepreneur with more than 13 years of real estate development and investment experience and has raised more than $70 million in equity financing through a multitude of high net worth and family office partners. To date, Fort Capital has invested and developed over $210M in multifamily, student housing, commercial/industrial, and residential & land development projects throughout Texas. Chris is a visionary with a demonstrated talent in looking ahead at what could be and understanding what must be done today to get there. His ability to conceptualize, raise capital, and execute are only a small part of what Chris brings to the table.   Chris oversees the vi ... (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)

Sam Radin

National Madison

Sam Radin   Mr. Radin founded National Madison Group, Inc. in 1984.  Today, as a nationally recognized firm, NMG serves as a technical resource to investment and tax professionals and provides insurance planning services to domestic and international high net worth individuals, businesses and institutional investors. A lawyer, Mr. Radin is known as an expert in the sophisticated use and design of life insurance products. He works closely with leading lawyers on behalf of their clients. As early as 1991, in collaboration with a major insurance company, he developed a private placement life insurance policy.  He continues to use private placement life insuran ... (view full description)

Joseph Riccie

Partner, Marketing Leader, Cyber & Information Security
WithumSmith+Brown, PC

Joe is a CPA with over 35 years of financial, human capital, operational and technology management experience collectively while working in the private and public accounting industries. He is the Market Leader for two advisory practices that concentrate on Cloud Software Solutions & Management Consulting and Cyber & Information Security Services. Joe is a proven, results drive, entrepreneurial professional whose purpose is to be the catalyst for his client’s growth and success.  He has served companies across a variety of industries, including real estate. He specializes in managing programs, leading change enablement and enterprise transformation programs and he has a recognized abi ... (view full description)

Jacob Sacks

Cayuga Capital Management LLC

Mr. Sacks and co-founder Mr. Wiseman started CCM with their first small multi-family rental building purchase in Brooklyn, NY in 2004. After leveraging that purchase into several more properties, they began full time operations in 2007 and have grown into a firm with over $800 million of real estate in Brooklyn and Queens. From June 2001 to April 2007, Mr. Sacks was a Vice President at U.S. Realty Advisors, LLC, a private real estate investment firm with $3 billion of real estate under management. Mr. Sacks has over five years of experience in real estate financial modeling, credit analysis, transaction execution and asset management. Prior to joining USRA, Mr. Sacks worked as an investme ... (view full description)

Anthony Sardis

Partner & President
Withum Insurance Advisors

Tony is the President of Withum Insurance Advisors. He previously held executive positions at multi-national insurers where he had responsibility for independent distribution. He also has experience as a tax lawyer, accountant and commercial banker. He has lectured extensively throughout the country to advisors in the affluent and business markets and has been quoted in several major publications concerning deceptive sales practices. Tony received his B.A. from Yale and completed a joint law degree, receiving his LL.M. in Taxation from New York University and his J.D. from Rutgers. Tony is responsible for the overall management of Withum Insurance product offerings and strategic ... (view full description)

Robert Saunders

President & CIO
Kaufman Jacobs

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)

Brandon Sedloff

Managing Director
Juniper Square

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

Mo Shaikh

CEO & Co-founder

Mo is CEO and Co-founder of Meridio, a platform for creating, managing, and trading fractional ownership shares in real estate assets. He is also a Director of Strategy at ConsenSys, where he focuses on organizational strategy and economic research for Utility / Security tokens. Prior to ConsenSys Mo worked at: Boston Consulting Group as a Consultant in their Principal Investor Private Equity (PIPE) practice and BlackRock in their real estate business focused on direct investing for open/closed funds.

Richard Shevak

CohnReznick LLP

Richard Shevak is a principal in CohnReznick’s National Tax Practice and heads CohnReznick’s tax fixed asset and accounting methods practice.  He has nearly 15 years of diversified public accounting and government experience providing tax services for clients in the real estate, manufacturing, retail, hospitality, and technology industries.  His expertise includes tax planning, consulting, and IRS examination support in connection with accounting methods issues, including timing, UNICAP, LIFO, 199, and the repair regulations.   Prior to joining CohnReznick, Richard worked for a top 10 accounting firm as a director in its strategic federal tax services group and was the leader of ... (view full description)

Ethan Siller

Avanti Properties Group

Ethan Siller is a Principal of Avanti Properties Group, one of the nation’s largest and most successful investment firms dedicated exclusively to land investment, development, and finance. He has been a member of Avanti’s senior management team since 2014, focusing on operating strategy and administration across the firm’s real estate, capital markets, and finance functions, and is a member of Avanti's Investment Committee. Prior to joining Avanti, Ethan practiced US securities law in the capital markets group of the international law firm Shearman & Sterling LLP. Ethan holds a JD from Stanford Law School, an MA from Yale University, and a BA from Columbia University.

Eitan Smilchensky

Head of Marketing Operations

Eitan is the head of marketing operations for DataRails, focusing on building lead generation infrastructure through a diverse range of strategic channels globally. An award-winning public speaker and entrepreneur, he has successfully built and scaled new business units and revenue-generating initiatives in the fintech, digital media and retail industries. Eitan’s experience includes founding and heading the retail software business unit Inwindow Interactive, where he specialized in selling SaaS to enterprise brick-and-mortar retailers. He graduated Summa Cum Laude with a BS in marketing and has won over a dozen first-place competitive public speaking awards.  

Joseph Smith

Schulte Roth & Zabel LLP

Joseph A. Smith is a partner with Schulte Roth & Zabel, where he represents private equity fund sponsors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, Joe advises clients on securities, governance, ERISA, Investment Advisers Act and structural issues. He has extensive experience with all alternative asset classes, including leveraged buy-outs, venture capital and later-stage growth equity investments, leveraged buyouts, mezzanine investments, real estate ventures and opportunity funds, secondary investments and funds of funds. Joe has also represented many fund managers in connection with spinoffs ... (view full description)

Joe Stampone

VP, Investments
Atlas Real Estate Partners

Joe is VP of Investments of Atlas. Joe’s responsibilities include sourcing and analyzing investment opportunities, asset management, and developing the company’s strategic vision. Joe holds a BA in Economics with a minor in Entrepreneurial Leadership from Tufts University. While at Tufts, Joe was a four-year varsity soccer player. Joe also received a Masters in Real Estate Finance from New York University where he served as President of the Student Association. Joe was formerly a Teacher’s Assistant for the Real Estate Finance & Investments class at NYU. Joe’s passion for real estate is also evident in his blogging. His blog, A Student of the Real Estate Game, has been recogn ... (view full description)

Josh Stein


As founding CEO, Stein is leading Harbor's efforts to tokenize private securities, such as commercial real estate, and solve the compliance challenges of trading private securities on blockchains. He was previously general counsel and chief compliance officer at Zenefits, served as general counsel at OptumRx (a $30B subsidiary of UnitedHealth Group), was an Assistant U.S. Attorney, a federal judicial clerk and an Intelligence Officer for the U.S. Army.

Jenny Swayne

Strategic Account Director
Juniper Square

Jenny Swayne is a Strategic Account Director at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Jenny was Vice President of Business Development at Ten-X, an online marketplace for buyers and sellers of both Commercial and Residential real estate. There she developed many institutional relationships with Private Equity funds, REITS, Banks, and Investment Management companies. Previously, Jenny spent almost 8 years in Investment Banking at Credit Suisse in the CMBS group in roles ranging from originations to asset management and workouts. She also spent some time at Ranieri Par ... (view full description)

Hanneke Talbot

SVP & Chief Accounting Officer
ASB Real Estate Investments

Hanneke Talbot is responsible for overseeing all accounting functions at ASB. Ms. Talbot has experience working with various real estate asset classes, including office, retail, industrial, lodging, seniors housing and property developers. Before joining ASB, she worked with Capitol Seniors Housing, as the Chief Financial Officer. Prior to that, she spent almost 7 years with Deloitte and Touche LLP, as a senior manager in the Audit and Enterprise Risk Services practice, focused on providing external audits to privately-held real estate owner/operators as well as publicly-listed companies in the technology industry. Prior to Deloitte, she worked for Marriott International and Freddie Mac as i ... (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)

Matthew Temkin

North Coast / Detroit Opportunity Fund

Matt Temkin is a managing member of North Coast Partners and the Detroit Opportunity Fund. North Coast Partners acquires, develops and manages real estate, with a focus on multi-family housing in middle and low-income areas. Over the last five years, North Coast Partners has been syndicating real estate investments in the neighborhoods of Detroit, and will continue do so through the Detroit Opportunity Fund. North Coast will also be establishing additional Opportunity Funds to fund projects in other Opportunity Zones around the country. Prior to joining North Coast Partners, Matt worked as an attorney in Manhattan. He earned his J.D. from Columbia Law School and his B.A. from the University ... (view full description)

Michael Tesoro

Gen II Fund Services, LLC

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)

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)

Ron Victor


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)

Brian Wilson

Private Capital Markets
Ipreo, Private Capital Markets

  Brian Wilson leads the Market Strategy for Real Estate and Credit within Ipreo’s Private Capital Markets division. He is responsible for driving new product initiatives targeted to real estate and debt investors. Prior to Ipreo, Brian worked at Blackstone in the Real Estate Debt Strategies group where he evaluated commercial lending opportunities across all major property types, led loan restructurings and dispositions, and created a comprehensive asset management platform, powered by iLEVEL. Prior to Blackstone, Brian worked in the Real Estate Banking Group at Wells Fargo where he originated commercial real estate loans to private developers and REITs headquartered in the Carolinas. ... (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)

Tae-Sik Yoon

CFO, Real Estate
Ares Management

  Tae-Sik Yoon serves as Chief Financial Officer of the Ares Real Estate Group. He additionally serves as Chief Financial Officer and Treasurer of Ares Commercial Real Estate Corporation. Mr. Yoon serves on the Ares Real Estate Group's Equity and Debt Investment Committees. Previously, Mr. Yoon was a Senior Vice President of Capital Markets at Akridge, Managing Director and Chief Financial Officer of J.E. Robert Company and held various investment banking roles at Morgan Stanley. Mr. Yoon was also an attorney at the law firm of Williams & Connolly. He is a graduate of Johns Hopkins University and Harvard Law School and is a member of bars of the District of Columbia and State of Ma ... (view full description)

Lauren Young


Lauren Young is a Partner and serves as Chief Risk Officer and Chief Compliance Officer at PCCP. She is a member of the firm’s Executive Committee. Ms. Young joined PCCP in 2003, and her responsibilities have included Head of Portfolio Management, responsible for PCCP’s equity investment vehicles and portfolio operations and Head of Equity Asset Management, responsible for implementing asset management strategies for the firm’s $2.5 billion equity platform. Other responsibilities have included portfolio manager for two opportunistic commingled equity funds and four value-add equity joint ventures, as well as serving on the firm’s credit and workout committees in 2008 and 2009. Prior to her c ... (view full description)
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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 7th 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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