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 from 2001-2006 a ... (view full description)

Alan Baron

Senior Managing Consultant
RealFoundations

Alan Baron is a Senior Managing Consultant with RealFoundations. He has over 30 years combined experience working and serving clients in the homebuilding, construction, development and property management market sectors, implementing systems and streamlining business processes for companies with residential, retail, commercial and marina assets. Alan’s extensive experience in construction accounting and property management technology, along with his hands-on experience in facilities management, tenant coordination, acquisitions, corporate accounting, budgeting, projections and finance provide the platform to deliver exceptional results in the areas of process improvement and system design. ... (view full description)

Raj Bhatti

SVP Client Services
Cherre

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

Julie Blank

COO
New Standard Equities

Ms. Blank joined New Standard Equities in 2017 and serves as Chief Operating Officer.  With nearly 20 years of multifamily management and investment consulting experience, she leads the Firm’s corporate operations as well as multifamily operations including capital projects and asset management.  Additionally, she has oversight responsibilities of NSE’s regional operations teams, human resources, and investor relations efforts.    Prior to joining NSE, Ms. Blank was Founder and President of Point Blank Consulting and provided advisory services including asset management, financial and operational management, and capital business plan formation to multifamily real estate owners, o ... (view full description)

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and leads the Firm’s Commercial Real Estate Industry Practice in our West Region offices.  With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators. Prior to joining the Firm, Gregg served as director of tax for Los Angeles-based W ... (view full description)

Brady Bryan

CEO
BRAYN Consulting LLC

I help home builders get tax credits. As founder and CEO of BRAYN, I lead approximately 50 professionals, including lawyers, accountants, engineers, building scientist and HERS Raters. We serve clients all over the country.

Hassan Chaudhry

Managing Partner & CFO
Foresight Companies

He brings more than fifteen years of comprehensive, engaging, and professional demeanor in facilitating relationships between sponsor groups and accredited investors targeting Real Estate and Commodities. He is an entrepreneur at heart and is most passionate about and seasoned in Real Estate Development and Affordable Housing projects involving Public & Private Partnerships.   He moved to Nevada in 2009 and transitioned from the Private Equity sector to Real Estate Development in 2013. Since then, he has been instrumental in the procurement, planning, designing, developing and acquisition of over 136 acres of development sites in Southern Nevada. He al ... (view full description)

Carmen Clark

Director West Coast
REdirect Consulting

Carmen Clark leads REdirect Consulting in the Western and Central USA regions. With an MBA and past accounting experience as a Controller and Director of Accounting, Carmen is uniquely able to understand the challenges facing real estate CFOs today. As a team leader, Carmen excels at project management, process analysis, and training. She and her team are focused on exceeding clients’ expectations through Business Process Reviews, Implementations, and Data Conversions in real estate management systems such as MRI and Yardi.

Ben Collins

Senior Director Industry Marketing, Financial Services
Sage Intacct

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS provider of collaboration tools for the financial services industry, where he spent 10 years leading the Product Marketing team for the Company’s largest business unit. He has a breadth of experience in the financial services sector, as he spent the first half of his career in investment banking, where he advised on M&A and capital raising transactions to companies in the technology space.

 

Robert Cox

Senior Director- Strategy & Innovation
Moody's Analytics

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

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

Rob Eberenz

CFO/COO
Fyxt

Rob Eberenz graduated in 2008 from Clemson University with a Major in Entrepreneurial Management and Economics. Rob began his career as a Project Manager in the residential development / contracting business, before relocating to Asia in 2009 to pursue a Market Research opportunity in Korea, prior to accepting an investment banking role at Puji Capital in 2010, where Rob ultimately served as VP – Head of Cross-border M&A, successfully completing over $750M in strategic international investments across TMT, Real Estate, and Consumer sectors, and advising some of the largest Asian Tycoon family offices on complex cross-border M&A, PE, and VC transactions. In 2016, Rob founded Cor ... (view full description)

Jiorjio Fetterman

CFO
Clairmont Capital Group

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

Kathy Fishkin

Chief Financial Officer
Rich Development Company

Kathy holds a Masters of Business Administration and a Bachelor of Science degree in Business Administration with an emphasis in Accounting and Marketing and is a Certified Public Accountant in the State of California. Her accounting experience reveals more than 40 years’ experience with job titles ranging from CPA at Ernst & Young, Vice President positions at former real estate firms of August Financial and Southmark Corporation, and Lecturer at CSULB and USC. Kathy joined Rich Development Company in 1999.  As CFO, she is responsible for the administration, accounting and income tax transactions related to the family office and its various entities including S corporations, LLC’s, partn ... (view full description)

Bill Galipeau

CFO
BKM Capital Partners

Bill Galipeau is Chief Financial Officer at BKM Capital Partners where he manages the company’s financing and accounting functions. Galipeau creates long-term enterprise value by implementing the company’s strategic growth plans. He also oversees financial and operational risk, structuring of fund and investment vehicles, and analysis of all financial models and statements across the company.   Galipeau brings more than 25 years of fund management experience to his position at BKM, with expertise in fixed income, derivatives, cash and FX structured products and other complex investment vehicles. He has a consistent track record of success in a variety of senior management positio ... (view full description)

Damian Gancman

CFO
Cityview

David Gaultiere

Director, Product
Appfolio Investment Management

David is Director of Product at AppFolio where he leads software development initiatives for their real estate investment management platform. 

Alex Geer

Director of Finance
Calibogue Capital

Alex serves as Director of Finance and Accounting where his responsibilities include financial and investor reporting, tax management, and administration of investment funding requirements. Prior to Calibogue, Alex served in various finance positions with Silver Point Capital and Madison International Realty where he was responsible for financial controls and reporting for diversified real estate portfolios valued in excess of $1 billion. Alex is experienced with a variety of transaction structures in both US and international markets, and he has experience sourcing and managing debt and equity financing from a variety of financial sponsors.   Alex obtained an M.B.A. from the Yale Scho ... (view full description)

Lauren Gerdes

Senior Real Estate Analyst, Senior Manager
RSM US LLP

Lauren Gerdes is senior manager of audit services and real estate senior analyst for RSM US LLP, with over 10 years of experience delivering industry-specific insights to help clients stay on the forefront of change. 
 
Since the start of Lauren’s RSM career, real estate has been her passion and focus. She guides clients across the country through constantly evolving challenges, technology trends and new ventures. As a member of the national real estate practice, she provides a wide range of audit and attest services to privately held companies in all sectors of the industry.  
 

Nona Ghulian

Chief Financial Officer
WSI Management LLC

Nona Ghulian serves as the Chief Financial Officer of Wilshire Skyline, a privately held investment firm that specializes in acquiring, investing in, developing and managing real estate in Southern California. In this capacity, she oversees all of the firm's financial activities including all capital events, financial and operational reporting, budgeting, management information systems, risk management assessment as well as investor relations. Ms. Ghulian has been with Wilshire Skyline since 2006 and brings decades of experience in real estate finance and management operations. Her day-to-day activities range from debt structuring and transaction underwriting to strategic planning and corpor ... (view full description)

Marc Grayson

President/Co-Founder
RRA Capital

With more than 20 years of commercial real estate development, management, and investment experience, Marc Grayson has been involved in projects totaling more than five million square feet with an approximate market value of $2.5 billion in addition to real estate debt investments totaling $675 million and distressed real estate debt workouts of approximately $2.4 billion.  Currently, he serves as President/COO at RRA Capital, a firm he co-founded, where he oversees operations and helps to chart the strategic direction of the firm.  Prior to joining RRA in 2009, Mr. Grayson worked for a number of well-respected real estate developers across the country, including Ryan Companies U ... (view full description)

Natalie Greenberg

COO
MJW Investments

As Chief Operating Officer, Natalie plays a direct role in formulating and executing the company’s strategy, and oversees its Acquisitions, Asset Management, Marketing, Investor Relations, Human Resources and Capital Markets activities. Prior to joining MJW Investments, Natalie served as Senior Vice President at Entrada Partners, where she was responsible for all acquisitions, financings and dispositions. During her four-year tenure, Entrada’s portfolio size nearly tripled. Before Entrada, Natalie was a Director in the acquisitions team at Rexford Industrial Realty (NYSE: REXR), where she completed fifteen acquisitions and was responsible for all asset dispositions. She also held ... (view full description)

Samuel Grossman

Managing Director, Real Estate Services
Inveniam

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

Gabe Harmon

Director
Standish Real Estate

Anne Hollander

CEO
Lobby CRE

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)

Mazen Ibrahim

Enterprise Sales Representative
Vic.ai

Mazen is focused on enabling finance and accounting teams to reduce their operating costs and increase their efficiency by leveraging our AI platform. Mazen has a finance and accounting background and started his career in the financial services industry before transitioning to software solution sales. During the last 5 years, he has focused exclusively on the Real Estate sector. He holds a Bachelor of Science in Business Administration from Boston University.

Scott Jackson

Director
Baker Tilly

Scott Jackson is a tax director based in Baker Tilly’s Orange County, California office. As a respected tax professional, Scott focuses on delivering comprehensive solutions for 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. Prior to joining Baker Tilly, Scott served as a Senior Manager in the real estate and pass-through speci ... (view full description)

Lance Jacobs

SVP of Global Sales
Vic.ai

Lance is a software sales and operations executive with 20+ years of experience, having helped multiple technology companies achieve success, and meet their commercial objectives. His expertise includes driving business growth, creating value and transforming vision into reality.


 

Michael Jansen

Chairman & Chief Executive Officer
Cityzenith

An impassioned architect, urbanist, and entrepreneur, Michael Jansen studied architecture at Yale and Cambridge and has founded and led high-growth companies in the U.S. and Asia for more than two decades. He became CEO at Cityzenith in 2010 and began a personal mission to revolutionize use of data to transform the global built environment. He has been featured by CNN, CNBC, the BBC, plus other world-wide media, and received several awards for his work, including a ‘40 Under 40’ accolade from highly respected industry publication, Building Design + Construction. In 2014, Michael was honored as a ‘World Cities Summit Young Leader’ in Singapore for his life-long contribution to imp ... (view full description)

Ji Jeon

CFO
Brasa Capital Management

Ji Jeon is the CFO/COO of Brasa Capital Management where her primary responsibilities include financial & risk management, reporting, tax, operations, fundraising and investor relations. Ms. Jeon has over 15 years of experience in corporate financial management in privately-held companies. Prior to that, she worked at Colony Capital and started her career at Arthur Andersen in San Francisco specializing in the financial services industry. Ms. Jeon earned a Bachelor of Business Administration from the University of Michigan’s Ross School of Business and a Master of Business Administration from the Stanford Graduate School of Business. She is also a Certified Public Accountant. ... (view full description)

Daniel Kaplan

Partner
EA RESIG LLC

Daniel Kaplan is a Partner and a member of EA RESIG LLC with over 25 years of experience, and a concentrated focus on real estate fund advisory services. Dan oversees a variety of REIT and Opportunity Zone Funds, in addition to distressed and opportunistic equity and debt funds. Prior to joining the firm, Dan served as the Chief Financial Officer of Island Global Yachting (“IGY”), a boutique real estate private equity fund, and helped build it into the world’s largest developer and operator of luxury marinas. IGY was founded by Andrew Farkas and other former senior executives of Insignia Financial Group, a NYSE traded company. Dan served in a variety of roles at Insignia, primarily as ... (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)

Afshin Kateb

CFO
Nimes Real Estate

As Chief Financial Officer, Afshin Kateb brings over 25 years of hospitality and real estate industry experience to Nimes Real Estate. Mr. Kateb manages the finance department, including: accounting, tax, internal & external reporting, treasury/cash management, risk management, asset management, and financial planning & analysis. He also plays a very active role in the company’s acquisitions and project management areas. Prior to joining Nimes, Mr. Kateb served as the CFO of SBE where he provided strategic financial, information technology, capital markets and structured finance, lender relations,  tax and accounting, project accounting and finance for ground up and renovation ... (view full description)

Irene Kling

Partner
Moss Adams LLP

Irene has practiced public accounting since 2004. She specializes in providing tax consulting and compliance services, particularly partnership and limited liability company taxation. Irene primarily serves clients in the real estate, private equity, and venture capital industries as well as start-ups. Before coming to Moss Adams, Irene worked at a Big Four firm for 13 years.
 

Colin Kovas

VP, Special Projects - Investment Management
RealPage, Inc.

Juan Leon

Regional Manager, Investment Management
Yardi Systems, Inc.

Juan Leon's specialty is in the area of advising clients on the firm’s Investment Management and Asset Management solutions.  Prior to joining Yardi, Juan had several M&A and investment management roles while working within the investment banking and private equity sectors from Tokyo, London and New York.  Juan earned a Bachelor of Arts degree from Stanford University, where he studied economics, political science and international relations. 

Michael Mayer

Founder & CEO
Associated Ventures

Michael Mayer is the Founder and CEO of Associated Ventures. In addition, Michael is a Principal of REalta West Asset Management Group; an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Under Michael's guidance, Associated Ventures has been responsible for the development and acquisition of real estate projects throughout the United States and internationally. Company activities included all phases of development, acquisition, entitlement, design, construction, consulting and hospitality management. AV was credited with aiding in the placement of a second Kempinski hotel in Moscow, the capitalization of a Westin ... (view full description)

Lori McKinney

Chief Financial Officer
McKinney Capital

Lori McKinney has over 30 years of experience in understanding and maximizing finances in investments of real estate and portfolio management. Lori takes pride in providing clients with confidence in their real estate decisions by bringing best practices and a fiduciary approach. Lori has assisted investors and owner-users in managing expenses, budgeting, and forecasts, as well as strategic remodel for maximum value add in real estate investments. She is thorough and careful with each asset working from the perspective of maximizing asset value for future disposition. Lori brings her financial expertise to the asset management team. Her role includes financial forecasting & r ... (view full description)

Troy Merkel

Partner
RSM US LLP

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)

Thad Meyer

Chief Financial Officer, Principal
Aeon Partners

Principal, Chief Financial Officer of Aeon One, LLC, a vertically integrated multi-family investment company focusing on workforce and affordably priced value add communities. Thad Meyer has experience in numerous real estate development and financing projects where he has managed the operational, financial, and reporting requirements. This includes the acquisition, financing, and development of over $1.5B of real estate product over his career. He recently served as Chief Financial and Operating Officer of Reven Housing REIT, Inc., which was a publicly traded real estate investment company (RVEN-Nasdaq) focusing on the acquisition, accumulation, and operation of single-family rental h ... (view full description)

Daniel Morgan

Managing Principal
Marterra Properties

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.

Elizabeth Pagliarini

COO & CFO
Summit Healthcare REIT, Inc.

Elizabeth Pagliarini currently serves as the Chief Operating Officer, Chief Financial Officer and Treasurer for Summit Healthcare REIT, Inc. Summit, a public non-traded REIT, invests in senior housing real estate and currently owns interests in 57 facilities across 14 states. Ms. Pagliarini’s responsibilities include corporate strategy, capital markets activities, financial performance and reporting, risk management, audit and tax functions, and investor relations. Ms. Pagliarini successfully broke the “glass ceiling” in her mid-twenties as chief executive officer and chairwoman of the board of an investment brokerage subsidiary of a public company in Beverly Hills, California. She als ... (view full description)

Nish Patel

General Partner
Inertia Ventures

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

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

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. She was pivotal in fulfilling the firm's business plan to form a strategic joint venture with a hotel management firm that has expanded the firm’s horizons beyond development, acquisitions, and consulting to include hotel management. The joint venture provides the entire scope of hotel and hospitality management, asset m ... (view full description)

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

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

Wesley Prato

Partner
CohnReznick LLP

Wesley Prato, CPA, is an audit partner in the Commercial Real Estate Industry Practice. Based in CohnReznick’s Chicago office, he has 12 years of experience in public accounting, providing client services in the areas of audit, review, and other financial reporting needs. This experience includes working with developers and private equity investors of companies in the commercial real estate, affordable housing, and hospitality industries, among others.  Wes specializes in the commercial real estate and hospitality industries and in serving developments benefiting from the Historic Tax Credit and Low-Income Housing Tax Credit (LIHTC) Programs. He is responsible for planning the en ... (view full description)

Barbara Rea

COO
Arden Group

Barbara Rea, COO of Arden Logistics Parks, has more than 20 years of operational and capital markets experience leading and developing teams across multiple real estate asset classes (industrial, retail, and residential), while producing a demonstrated track record of investor outperformance. Barbara served as Chief Operating Officer and founding member for start-up private equity real estate firm focused in the Light Industrial space. While there, she played a critical role in building the corporate infrastructure from inception, raising $750 million in institutional equity, creating a profitable and results-driven operating platform and hiring more than 100 em ... (view full description)

Tim Sacks

Chief Investment Officer
Angulus Capital Management, LLC

Tim Sacks launched Angulus Lending Opportunities Fund, LP (“ALOF”) on July 1, 2015 with a pioneering strategy to hedge liquidity and interest rate risk associated with direct lending by leveraging the emerging crowd funding capital markets.  Under his guidance, ALOF has gracefully avoided principal losses and delivered historical annual net investor returns in the range from 8% to 13% with very low market correlation.  Since inception, he has been responsible for $60MM+ in privately funded loans as well as $50MM in whole note sales. Prior to launching Angulus Capital Management, Tim Sacks held senior positions for sixteen years with Deutsche Bank in Global Transaction Banking. Ti ... (view full description)

Brian Saenger

President and CEO
The Ratkovich Company

BRIAN SAENGER is the President and Chief Executive Officer of The Ratkovich Company, a Los Angeles-based real estate development company specializing in urban infill and historic rehabilitation of landmark properties. He previously served as the Company’s Chief Operating Officer and General Counsel and was responsible for overseeing the Company’s operations, including development management, property management, and legal and administrative functions. In 2021, Brian was named to the Los Angeles Business Journal’s list of 500 Most Influential People in Los Angeles. Brian is a respected business and civic leader in Los Angeles, having been asked to serve a ... (view full description)

Bryan Sapanza

Chief Financial Officer
Preylock Holdings

Bryan Sapanza is the Chief Financial Officer of Preylock Holdings, a private equity firm focused on Class A office and industrial investments with $5 billion in AUM. Preylock was founded in 2016 and has grown its investor base to include sovereign wealth funds, international equity allocators, publicly traded insurance companies, and ultra-high net worth families. Bryan oversees the finance, accounting, treasury, and investor reporting functions for the firm. Bryan previously was Vice President at CIM Group and Senior Manager at Ernst & Young.

Justin Schuman

Principal
Entrada Partners

As a Principal and Founder of Entrada Partners, Justin Schuman oversees all of the firm’s investor relations and asset management services.  Entrada’s portfolio consists of over 2.5 million SF of Industrial, Flex and Office investments primarily in Texas. Prior to Entrada, Justin was a Senior Vice President at JRK Residential Group, an apartment platform that owns and/or manages over 35,000 units nationwide. At JRK, Justin oversaw eight Regional Managers and was directly responsible for a portfolio of 11,700 units nationwide with annual revenues exceeding $85 million. His role included all facets of property management including revenue and expense optimization, multi-million dollar re ... (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)

Rob Sistek

Executive Managing Director
BKM Capital Partners

As Chief Operating Officer of Westcore Properties, Robert Sistek is responsible for the performance of the company’s dynamic portfolio of industrial and office properties, which currently totals approximately 10 million square feet across 14 markets in 8 states. Rob oversees Westcore’s fully-integrated platform of leasing, operations, construction and the execution of the company’s investment strategy through disposition. Rob serves on Westcore’s investment committee and is also involved in the company’s capital allocation, investment and financing activities. Prior to joining Westcore, Rob was the chief financial officer and executive vice president, investments for Innovative I ... (view full description)

Mark Sizemore

Sr. Account Executive
Appfolio Investment Management


AppFolio Investment Management is an on-demand, one-login platform that provides flexible, powerful tools to streamline real estate investment management. Created by the award-winning team behind AppFolio Property Manager and AppFolio Property Manager PLUS, AppFolio Investment Management is designed to impress investors, increase productivity and grow your business.

Joseph Tassone

President & Co-Founder
Above Grid

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

Scott Taylor

CEO, Founding Partner
Artes Capital

Scott Taylor is a veteran of the finance industry and a Founding Principal at Artes Capital. After earning his degree from Cal Poly San Luis Obispo in Business Administration and Finance (minor in Economy), he began his career in the banking industry. After spending eleven years at Wells Fargo managing a complex real estate loan portfolio, Scott served as Managing Director of Partners Capital Solutions, a private portfolio lender with over $250 million in private portfolio funds under management. Scott is passionate about creating value for his clients through structuring capital and developing credit plans to suit the characteristics of specific real estate projects. “I am not an arti ... (view full description)

Kelvin Tetz

Partner
Moss Adams LLP

Kelvin has practiced public accounting since 1998. He provides audit and advisory services to real estate and hospitality clients, including single and multi-family residential land developers, core/opportunity/value-added real estate equity funds, public non-traded REITs, and property management companies for all property types. Kelvin works closely with his clients on a wide spectrum of audit matters, including real estate valuation and fair value reporting, impairment, consolidation issues, acquisition accounting, accounting for joint ventures, stock-based compensation and revenue recognition. Kelvin leads the firm’s Real Estate Practice and is a member of the steering committ ... (view full description)

Jeffrey Toporek

Principal
FD Stonewater

Jeffrey Toporek – Principal, FD Stonewater Jeff is a co-founder of and Principal of FD Stonewater. The firm is headquartered in Washington, D.C., with offices in Los Angeles and New York, where Jeff is located. FD Stonewater is a boutique real estate investment, development, brokerage, and advisory firm with national capabilities delivered through entrepreneurial and thoughtful leadership. Collectively, the firm’s principals have been involved in more than $10 billion of investment and acquisitions and over 40 million square feet of lease transactions. As a Principal at FD Stonewater, Jeff is a leader in the firm’s principal invest ... (view full description)

Mary Tressel

Practice Leader, ESG Services
Armanino

Mary successfully led Armanino's B Corporation certification journey, establishing Armanino as the largest B Corp accounting firm globally. She brings the deep experience of responding to one of the most complex environmental, social and governance verification frameworks to her clients. Serving as a trusted advisor, Mary gives organizations the confidence to set and attain ambitious ESG goals. Mary is an award-winning and results-oriented strategy, project management and communications professional with experience in the professional services, healthcare, financial services, technology and nonprofit sectors. She leads Armanino’s ESG Services team and the firm’s corporate foundation, d ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

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

Adam Walker

Principal
Juniper Square

Adam Walker is a Principal at Juniper Square.  He joined Juniper Square in early 2021. Adam has spent most of his career in the fund administration space covering various operations and management roles, leading teams servicing alternative investment fund vehicles. Prior to joining Juniper Square, Adam was the controller for a real estate private equity manager. Adam has a dynamic background with a wide breadth of understanding in relation to fund operations, industry standards, and overall management demands that funds require.

Trent Wallin

Chief Financial Officer
Peak Capital Partners

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

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)

William White

Chief Financial Officer
MCR

William White is Chief Financial Officer of MCR, the 4th largest hotel owner-operator in the United States with a $4.0 billion portfolio of 140 premium-branded hotels. In this role, he leads the firm’s finance, accounting, fund administration, tax, treasury and human resources functions. Previously, Mr. White served as a Senior Vice President of Acquisitions and Development at MCR, where his responsibilities included leading the company’s New York City hotel operations, overseeing day-to-day management and acquisitions of the company’s bespoke hotel portfolio, and MCR’s investment in two software companies. Prior to joining MCR in 2016, Mr. White managed a wide variety of complex ... (view full description)

Scott Williams

CFO
Dealpath

Prior to joining Dealpath as the VP of Finance, Scott was a VP of Finance and Operation at Talkdesk, a leading contact center cloud provider, where he helped grow the business 10x in four years. Previously, he was Senior Director of Finance at Lanyon Solutions, a Vista portfolio company in the meeting, events, and travel industry, where he ran FP&A as well as renewals before merging with Cvent. Previous to Lanyon, Scott spent nearly fifteen years as an institutional equity investor with a number of firms, most recently TIAA. Scott earned an MBA from the University of Chicago Booth School of Business and a Bachelor's Degree in Economics and Political Science from Yale University. Scott li ... (view full description)

Wesley Wilson

Chief Financial Officer
Avanath Capital

Wesley Wilson, CPA is a Partner and Chief Financial Officer of Avanath Capital Management. In this capacity, he oversees all aspects of accounting, asset management, financing, tax, systems, financial planning & analysis, and data analytics. Mr. Wilson is also an Accounting and Finance Professor at Pepperdine University and a Board Member and Finance Director of a Los Angeles based non-profit. Prior to joining Avanath, Mr. Wilson was a Controller with CIM Group, LP where he was responsible for the accounting and finance for $28 Billion in Opportunistic Real Estate Funds. Mr. Wilson has also worked at Bank of New York Mellon, Deutsche Bank, and SS&C GlopeOp, where he managed the finan ... (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)

David Yang

Chief Operating Officer
Bolour Associates, Inc.

David Yang is the Chief Financial Officer and Chief Operating Officer at BOLOUR. He oversees all operations, reporting, finance, and administrative functions and has a primary focus on building out the company’s future scalability. David has 15+ years of experience in several operations, management, and accounting consulting capacities for both entrepreneurial and Fortune 500 companies. David holds a B.A in Economics and Accounting from the University of California, Irvine. He also has an M.B.A in Finance from Pepperdine University, focusing on Securities and Portfolio Theory.

Andrew Yoon

Managing Partner & COO
BentallGreenOak

Andrew Yoon is a Managing Partner and Chief Operating Officer at BentallGreenOak. Andrew is responsible for day-to-day operations of the global business and sits on the Management Committee.   Andrew was a Partner and served as Chief Operating Officer at GreenOak Real Estate, a predecessor firm to BentallGreenOak, since its inception in 2010. GreenOak merged with Bentall Kennedy to become BentallGreenOak in 2019, and Andrew continues to serve on the investment committees of all legacy GreenOak funds. Prior to joining GreenOak, he was a Managing Director, Chief Operating Officer, and Chief Financial Officer for Morgan Stanley Real Estate Investing in Asia. Andrew has e ... (view full description)
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Event Contacts for 9th 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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