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Dave Anderman

VP Marketing
Juniper Square

Dave Anderman is the Vice President of Marketing 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, Dave held leadership positions in product marketing and product management with Donnelley Financial Solutions, Intuit, and Deloitte Consulting. Dave holds an MBA from Stanford University. 
 

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego fr ... (view full description)

Linda Blakemore

President / CEO
Atlantic Pacific Group

Atlantic Pacific Group is an executive search and recruitment outsourcing firm based in Laguna Beach CA.   We have deep experience in the real estate industry.  Our team of executive recruiters are aggressive outbound headhunters.  We do not simply post positions and wait for the resumes to hit our in box.  Our RPO group (Recruitment Process Outsourcing) partners with internal leaders to provide an end to end seemless solution.   

David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, an alternatives-focused investment bank and investment manager specializing in the real estate, hospitality, infrastructure and energy industries. He is also the host of "Make the Deal: Real Estate Investing with David Blatt" a YouTube/Podcast series that provides expert advice on how to structure and fund deals. Prior to CapStack, he ran a special situations fund acquiring and repositioning distressed real estate assets. Since 2001, David has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal.

James Bohan

Principal
Stonehan Capital, LLC

James Bohan, CPA, MRED is the founder and Principal of Stonehan Capital, an emerging manager focused on opportunity zone investments and short term debt. Additionally, Mr. Bohan acts as a consultant with Golden Bear Consulting Group, providing Outsourced CFO and compliance advice to investment managers.   Prior to Stonehan and Golden Bear, James was the Chief Financial Officer and inaugural employee at Mosaic Real Estate Investors.  He oversaw all financial matters of a private debt fund with over $700MM of originations and an investor base of hundreds of high net worth individuals and institutions. James was instrumental in building out the internal operationals and policies of ... (view full description)

Doug Buurma

Partner
Moss Adams LLP

Doug has practiced public accounting since 2004. He provides strategic planning and compliance services to privately held businesses and their owners, specializing in partnership and LLC taxation. The majority of his clients are in the real estate, venture capital, and private equity industries. Doug has experience in corporate transactions including mergers, acquisitions, dispositions, and restructurings; partnership transactions including investment, operating, and real estate partnerships; real estate transactions; and tax-oriented investments on behalf of businesses and high net worth individuals. He also represents firm clients before taxing authorities.

Jonathan Charny

Product Manager
Juniper Square

Jonathan Charny is a Product Manager 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, Jonathan was a Vice President in the Asset Management group at W. P. Carey, a global net-lease REIT and investment manager, where he personally managed a $1.2B, diversified real estate portfolio located across 27 U.S. states. Jonathan holds a B.A. with honors in Cognitive Science from Johns Hopkins University.
 

Neil Cohen

CFO
Windsor Capital Group, Inc.

No biography specified

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

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

Laura Dietzel

Senior Manager
RSM US LLP

Laura is a senior manager in the National Real Estate Practice of RSM US LLP. She primarily serves private equity clients and portfolio companies through audits of investment funds and property in the commercial, residential, retail, industrial, hospitality and development industries. She directs various due diligence projects for those funds and lenders, including verification of investment returns, management fee compliance and underwriting support. She has managed numerous audits for privately held clients reporting on the fair value and GAAP basis of accounting. She provides specific recommendations to clients’ senior management regarding internal control weaknesses and ... (view full description)

Peter Duggan

Senior Vice President
Computershare

Peter Duggan is the Senior Vice President of our private markets group. In this role he oversees business development, relationship management and product development for a dedicated team that brings Computershare’s expertise in transfer agency and other financial services to private companies in the U.S.   Prior to joining Computershare, Peter was the head of client relationship management for BNY Mellon Shareowner Services managing 130 relationship management staff in 12 cities throughout the US serving 1,300 transfer agency and employee stock plans clients.   Peter previously worked as the head of product management for Deutsche Bank's Global Corporate Trust busine ... (view full description)

Mark Enfield

Chief Administrative Officer
TruAmerica Multifamily, LLC

Mr. Mark Enfield is the Chief Administrative Officer of TruAmerica Multifamily and brings 18 years of experience in real estate finance, investment, asset management, investor reporting and portfolio management. Mr. Enfield is responsible for overseeing corporate strategy, governance and compliance, portfolio management, public relations and risk management. Mr. Enfield is also a member of the firm’s Investment Committee.   Previously, Mr. Enfield was the President of Keystone Real Estate Project Management. Prior to joining Keystone, Mr. Enfield was the Senior Vice President of Finance & Operations at CityView and held positions at Saybrook Capital, Western Pacific ... (view full description)

Deanna Farnell

COO/CFO
CGI Strategies

Deanna Farnell is a Financial Executive with broad experience in all aspects of accounting, human resources, organizational systems, budgeting and forecasting, audit, IPO, mergers and acquisitions, treasury and financial management. She has direct experience in Real Estate, local government, non-profits, Fortune 500 public accounting, manufacturing, and private industry. She received her undergrad from Cal State University Northridge with extended courses in Accounting and Finance at UCLA.  She is a Certified Public Accountant in the State of California. Deanna brings a unique combination of accounting/finance background and information technology savy.  Instrumental in the successful implem ... (view full description)

Paul Fiorilla

Editorial Director
Yardi Matrix

Paul Fiorilla is Director of Research for Yardi Matrix, the data division of Yardi Systems. Matrix features a detailed database of multifamily and self-storage properties, including rents, supply, demographics and more, in 124 markets across the U.S. Matrix has also recently released an office property data product. Matrix research publishes a wide range of national and metro outlooks, a monthly national multifamily rent survey and white papers. Fiorilla has more than 20 years of experience as a high-profile writer and researcher in commercial real estate and capital markets. Before joining Yardi, he worked nearly six years as an investment vice president in the research group of Prude ... (view full description)

Karen Fleck

COO
RealtyMogul.com

Karen Fleck serves as the Chief Operating Officer of RealtyMogul.com 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 RealtyMogul.com. Previous to starting at RealtyMogul.com, 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)

Bruce Gelman

Partner
Kirkland & Ellis LLP

Bruce Gelman is a partner in the Tax Group in the Chicago office of Kirkland & Ellis LLP. He has extensive experience advising fund sponsors and investors (both offshore and domestic).   Bruce concentrates his practice on the organization and structuring of real estate, infrastructure, and other alternative-asset investment funds. He also has significant experience representing offshore investors in the U.S. property and infrastructure markets and maintains a broad tax planning practice representing REITs and other investors in real estate.   Bruce has been included in Chambers USA every year since 2005. Chambers USA (2005) noted that Bruce ... (view full description)

Ray Haarstick

CEO
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)

Jean Ho

COO
Rich Uncles

Ms. Jean Ho. Ms. Ho is Chief Operating Officer, Chief Compliance Officer and Secretary of the Rich Uncles entities.  She previously served as the Chief Financial Officer between January 2016 and November 2017. Ms. Ho is also an adjunct professor of taxation at California State University, Fullerton’s Mihaylo College of Business and Economics. From 2010 through 2015, Ms. Ho served as the Chief Operating Officer and Chief Financial Officer of Soteira Capital, LLC, a southern California-based, registered investment adviser with approximately $250 million under management that serves investment companies, pooled investment vehicles, pension and profit sharing plans, high net wor ... (view full description)

Tama Huang

Principal, Global Real Estate Advisory Services Leader
CohnReznick LLP

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

Scott Humphrey

Partner
BKD

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

Scott Jackson

Principal
Squar Milner LLP

Area of Focus Scott is a Principal in Squar Milner’s Tax Department.  Scott’s areas of expertise include public and privately held companies.  He specializes in pass-through taxation, Real Estate Investment Trusts (“REIT”), real estate investment, ownership, management and construction.  Scott advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts.  He also does consulting and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.  Business Experience Prior to joining Squar Milner, Scott served as a S ... (view full description)

Melanie Johns

VP IR/Tax/FP&A
Cortland Partners

Melanie Johns is the VP of Investor Relations, Tax Reporting and FP&A at Cortland Partners, one of the largest multifamily development/management firms in the US.  She started her career in the Atlanta tax department of Arthur Andersen and subsequently held Controller and Tax roles at several of the larger developers in town including TCR, Gables and Portman Holdings. When tasked with creating innovative, financial reporting efficiencies, she developed an interest in the CRE technology space.  Since then, she has managed several large-scale ERP implementations including RealPage, Yardi, Juniper Square and Adaptive Insights.  Melanie holds an accounting degree from Florida State Universit ... (view full description)

Charles Kellogg

CFO/COO
Singerman Real Estate, LLC

Mr. Kellogg is responsible for all financial and operational aspects of the firm, including treasury functions, accounting, investor reporting, risk management, human resources, and the control environment.   Prior to joining the firm in 2012, Mr. Kellogg was Accounting Director and Fund Controller at Colony Capital, where he directed the reporting and back-office operations of multiple distressed debt and commercial real estate funds in excess of $5 billion of assets under management.  Mr. Kellogg oversaw investor and co-investor accounting and reporting, supervised daily operations of the funds, and provided senior management with cash flow forecasting and analysis.   ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler currently serves as Managing Partner of CohnReznick's Real Estate Industry practice and will be the next CEO of CohnReznick beginning February 1, 2020. He has over 33 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally.   David represents developers, private equity funds, institutional investors such as life insurance companies and pension funds, lenders, asset management companies, property management companies, REITs, and loan funds.  His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, land projects, ... (view full description)

Kevin Kujawski

COO/CFO
Menlo Equities

Kevin Kujawski is the CFO and COO of Menlo Equities LLC, a Palo Alto, CA based commercial real estate company engaged in the acquisition, development and operation of properties in select technology markets. The Company's current portfolio consists of 36 properties comprising 6 million square feet. In his capacity, Mr. Kujawski arranges and directs debt financings, including acquisition, construction, bridge and permanent loans. He is responsible for the overall management of the finance/accounting, asset management, IT, HR and risk management functions. Prior to his tenure at Menlo Equities, Mr. Kujawski was Starwood Hotels and Resorts’ Division CFO for its Global Development Group. He has ... (view full description)

Steve Landsman

Partner
Squar Milner LLP

Areas of Focus Stephen J. Landsman, CPA, is a Tax Partner with Squar Milner. Stephen’s 20 years of experience features client-oriented tax planning, preparation, and compliance services for real estate, manufacturing, wholesale, distribution, retail, professional, entertainment, and service industry clients. He was selected as one of San Fernando Valley’s 2012 most Trusted Advisors by the San Fernando Valley Business Journal. Stephen’s tax planning and preparation expertise includes tax structuring for real estate entities and his financial reporting includes the audit, review, and compilation of financial statements and governmental “yellow book” audi ... (view full description)

Jim Ledbetter

President and COO
Drucker & Falk

A respected industry veteran, Jim joined Drucker + Falk in 2009, bringing with him 23 years of commercial real estate leadership experience. As a senior-level investment and asset management executive with some of the industry’s most prominent firms, Jim has extensive experience in commercial real estate acquisitions, dispositions, finance, development, brokerage, and property management.  He has been instrumental in the transformation of Drucker + Falk from a family business to now being among the Top 50 most prestigious property management firms in the country. A graduate of Auburn University with a Bachelor of Science degree in Industrial Management, Jim obtained a Masters of Busine ... (view full description)

Josh Malinoff

Principal
REdirect Consulting

Josh's real estate technology experience spans over 25 years. Josh has extensive experience working with property and asset managers, REITs, investment advisors, and institutions, assisting firms with enhancing their business processes through technology. Josh previously led the global consulting organization at MRI Software where his 10 year career included project management and system consultant roles. Prior to MRI, Josh worked in the real estate and technology practices at PriceWaterhouseCoopers in audit, real estate consulting, and technology liaison roles. Josh is a Certified Public Accountant in the state of New York.

Michael Marshall

Founding Managing Partner
Atago Pacific Partners, LLC

Mr. Marshall is Co-Founder and Managing Partner at Atago Global Advisors (Atago) the advisory arm of Atago Pacific Partners. Mr. Marshall has focused exclusively on value creation in the investment and operating sectors for more than thirty years in the US, UK, Japan, Korea and Australia. Mr. Marshall is the co-founder of Atago Pacific Partners, which was created in 2010 to bridge cross border investment advisory activity that originated from a former principal investment company in Japan, PineRidge Partners. Mr. Marshall previously lived in Japan for over 15 years and speaks Japanese.   Mr. Marshall was previously the Founder, President and CEO of a middle market, Tokyo based, b ... (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)

Stephanie Matz

CFO
Buhl Investors

Stephanie Matz is Chief Financial Officer for Buhl Investors, a Minnesota based real estate management and investment group. Ms. Matz joined the firm in 2019 where she is responsible for managing the portfolio and spearheading investor relations initiatives. Buhl has experience across all asset types with current projects including retail and residential development and renovation of historical properties. Ms. Matz has specific expertise in real estate valuations, REITs, risk management, private equity, innovation and relationship management. Prior to joining Buhl, Matz worked for CarVal Investors, a global fund alternative asset manager. She has a Master of Landscape Architecture degree fro ... (view full description)

Jennifer McLean

CFO
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)

Martin McNulty

Conference Producer
IMN

Matthew Mejia

Partner
RSM LLP

Matt provides assurance and advisory services to both publicly traded and privately held clients in the financial services sector including mortgage banks, auto finance, reverse mortgage and specialty finance institutions. During his career Matt has served companies in the financial services sector for more than 16 years in various capacities including public accounting, investment banking, debt capital markets, and internally managing the accounting and finance departments for privately held institutions. Based on his broad range of professional experience Matt currently counsels and advises clients on complex accounting matters and industry best practices. Matt also oversees all aspe ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Jasmine Nazari

Partner & Head of IR
Urban Green Investments

Jasmine is a Principal at Urban Green, a fully integrated real estate investment and development company that is based in San Francisco multi-family, land development and boutique office buildings. Urban Green  raises capital from family offices and high net worth investors on a deal by deal basis. At Urban Green Jasmine focuses on capital raising and managing the firms relationships with their investors. Jasmine 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

Holly Neber

President-Elect
CREW Network

Holly Neber is CEO of AEI Consultants, an employee-owned international real property consulting firm providing environmental, property and facility assessments, zoning and energy efficiency consulting, site investigation and remediation, industrial hygiene and construction risk management services to those who own, develop, manage, and finance commercial real estate. With over 20 offices located across the US and internationally, AEI provides responsiveness and technical expertise to clients in various sectors of commercial real estate, including REITs; insurers; retail, multi-family and industrial developers; lending institutions; and government entities during acquisition, disposition, fin ... (view full description)

Douglas Neff

President
IHP Capital Partners

Doug Neff is President of IHP Capital Partners, a private equity firm specializing in residential real estate investment. IHP manages in excess of $1.4 billion residential land and housing projects in the U.S. on behalf of large institutional investors. From 1985 until the founding of IHP in 1992, Mr. Neff was a Partner of The O'Donnell Group, a major regional developer, owner and manager of commercial and industrial real estate. Previously, he was Treasurer of The Irvine Company, developer of the nation's largest master-planned community, and a Vice President in the Real Estate Industries Group at Wells Fargo Bank in San Francisco. A graduate of Amherst College, he received an MBA from the ... (view full description)

Jon Northup

Partner
Goodmans LLP

 Jon Northup is a tax and corporate partner at Goodmans, a member of its Executive Committee and Vice-Chair of its Seniors Housing practice group. Jon’s practice focuses on mergers and acquisitions and corporate finance transactions, with a particular expertise in structuring cross-border transactions.  He provides clients with dynamic, strategic and practical advice, frequently developing innovative structures and planning to address complex transactions and structuring challenges.   Widely recognised as one of Canada’s leading tax lawyers, Jon has played a pioneering role in the development of cross-border IPOs, particularly in connection with U.S. real estate portfolios.  Exam ... (view full description)

Randy Norton

Managing Partner
Green Mesa Capital, LLC

Mr. Norton is a Managing Partner, the Global Head of Real Estate and Alternative Investments at Green Mesa Capital (GMC), a single family office based in Henderson, Nevada. Mr. Norton currently serves as a Director of VeriComply, Inc., a FinTech start-up, serves as a Trustee for the City of Henderson Nevada Public Improvement Trust, and is an Advisory Council Member at the UNLV Lee Business School-Lied Institute for Real Estate. After graduating with University Honors in Korean and Business from Brigham Young University’s Marriott School of Management, and the Harvard Graduate School of Design, Mr. Norton completetd executive education at the Columbia Business School-Heilbrunn Center for Gra ... (view full description)

Michael O'Malley

Sr. Principal, COO & CFO
Pennybacker Capital

Mike O'Malley designs and directs financial, operational, and commercial strategies that tightly align with Pennybacker Capitals guiding vision. In addition, he provides sourcing and analytics for investment opportunities, forms and fosters investor relationships, and serves on the firms Investment Committee.Mike was previously COO and CFO of VisionWeb, an eye care product ordering and claims management software company. Under his leadership, the firm closed six private equity placements and grew from fledgling status to a global services provider. Mike was recognized by the prominent trade magazine VisionMonday as one of its "Forty Under 40" list of innovative industry professionals to watc ... (view full description)

Barb Rea

Managing Director, Chief Operating Officer
BKM Capital Partners

As the Chief Operating Officer at bkm Capital Partners, Barbara Rea is responsible for providing leadership, management and the vision necessary to ensure the firm has proper operational controls, administrative and reporting procedures, and the people systems in place to effectively grow the organization. Rea has 20 years experience in the commercial real estate industry with a focus on marketing and operations. 

Rony Rodriguez

Tax Partner
CohnReznick

Professional Affiliations: American Institute of Certified Public Accountants California Society of Certified Public Accountants National Association of Real Estate Investment Trusts Rony Rodriguez is a partner at CohnReznick and  a member of the Firm's Commercial Real Estate and Financial Services Industry Practices. He has 15 years of diversified public accounting experience with an extensive background in advising real estate clients, including private equity real estate funds, as well as private and public Real Estate Investment Trusts (REITs). Rony has assisted his clients with a variety of tax issues, in ... (view full description)

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg Saunders is the CEO of CleanFund Commercial PACE Capital, Inc., the leading nationwide provider of long-term capital for major upgrades to commercial properties for performance-enhancing measures such as energy efficiency, renewable power, and resiliency. Mr. Saunders has 30 years of executive leadership experience in commercial real estate, renewable energy and structured finance at publicly-traded and privately-held specialty finance companies. Mr. Saunders holds a B.A. degree in business and speech communications from Macalester College and an MBA from Harvard Business School.

Jeffrey Schrumm

Director, Real Asset Solutions
SS&C Technologies

SS&C is the largest fund administrator globally ($1.7+ trillion in AUA) and a leading provider of Real Estate Fund Administration Services, Loan Management Software and Property/Resort Management Software worldwide. 

Jeff has been with SS&C for 10 years and focuses on the development and deployment of fund administration services and associated technology.  Prior to joining SS&C, Jeff worked in the accounting and investment operations groups at BISYS Fund Services and State Street. Jeff earned BA degrees in Finance and Information Technology from Bentley University in Waltham, MA. 

Lisa Stanley

CEO
OSCRE International

As OSCRE’s CEO, Lisa drives strategy and executive level relationships for the organization, working with the board of directors to expand understanding and implementation of OSCRE Standards, effective data governance and emerging technologies with a variety of constituents.
Lisa joined OSCRE as CEO in 2013 and brings over 20 years’ industry experience in strategic planning, operations and finance, property and asset management, and effectively managing change in dynamic environments. She is committed to constructive and innovative collaboration to address the impact emerging technologies will have on the data and information that drives the real estate industry.

Min Suh

CEO
Assess+RE

Min Suh is the CEO and Founder of Assess+RE, a cloud-based financial computation and underwriting analysis SaaS platform. A former CRE investment professional with Louis Dreyfus, Suh spent 7 years as a finance professor at Columbia University’s Masters in Real Estate Finance Program. Suh’s previous experience in CRE includes having worked for a $2B private family office in Manhattan underwriting, valuation and investment oversight.
 

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
AvidXchange

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)

Derek Thornhill

Executive Director
Pereview Software

Derek is an Executive Director of Saxony Partners and Pereview Software. Established in 2011, Saxony Partners is a Dallas based Technology consulting firm that focuses on the Real Estate and Financial Services industry. Pereview Software is the operational platform for the real estate investment professional. Pereview automates the 'Life of the Asset' from acquisitions from dispositions and everything in between. Before joining Saxony, Derek served as a Director for RealFoundations, a professional services firm specifically focused on the real estate industry. Prior to this, Mr. Thornhill worked for Longview Capital Group as a Managing Partner.

Garrett Ushiyama

Partner
CohnReznick LLP

Garrett Ushiyama is a partner in the audit and assurance group for CohnReznick’s Los Angeles office. He is also co-leader of the Firm’s Commercial Real Estate Industry Practice in the West Region. Garrett has over 25 years of experience providing audit and advisory services to public and privately-held companies across a broad range of real estate companies. His extensive experience with real estate development and operations includes industrial, commercial, residential, retai,l and hospitality properties as well as private equity and pension funds investing in real estate and REITs. Garrett has served in interim controller and CFO roles for several companies in various industrie ... (view full description)

Joseph Viery

Partner
US Tax Advisors Group, Inc. (USTAGI)

Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies. By using legal, IRS compliant and proven tax planning structures combined with effective engineered based studies, he specializes in working with those who want to protect their assets and create wealth. Mr. Viery began his career in cost segregation industry in 2008 and has been has been speaking to REALTORS®, property owners, and tax professionals throughout the nation. These concepts provide the tax professional and real estate owner’s powerful tools to legally defer or eliminate income tax and to comply with the new Tangible Proper ... (view full description)

Stephen Wagenheim

VP
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. 

Aaron Weaver

CFO
The Bendetti Company

Aaron Weaver is the CFO of The Bendetti Company which is a commercial real estate owner/operator that primarily invests in industrial real estate throughout the western part of the United States. Weaver manages the overall financial risks of the company as well as all financial planning, accounting activities and investor reporting. Weaver also cultivates relationships between debt and equity providers and supports the company in negotiations and due diligence for new acquisitions.    Before joining Bendetti, Weaver held financial and accounting positions at CORE Realty Holdings, LLC and Hines Interests. Prior to his tenure at Hines he worked in audit at PricewaterhouseCoopers LL ... (view full description)

Thomas Wiese

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  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 high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $88 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)
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Event Contacts for 6th Annual Real Estate CFO & COO Forum (West)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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