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)

Alex Bagne

President
ICS Tax, LLC

Alex is the President of ICS Tax, LLC (ICS). His expertise includes fixed asset reviews, cost segregation, the 179D and 45L energy efficiency incentives, and several other tax planning strategies. His specialized planning ideas has saved his clients millions in tax dollars. He has given Continuing Professional Education on a variety of tax planning ideas throughout the country and is a well-published thought leader. Alex earned a BSBA in accounting from The Ohio State University, a Master of Business Administration from the University of Minnesota, and a law degree from the Tulane School of Law in New Orleans, Louisiana. Alex is a licensed attorney as well as a certified public accountant. H ... (view full description)

Chris Barbier

Industry Principal
Yardi Systems

Chris Barbier is the Industry Princip[al – Investment Management at Yardi focused on institutional investor and fund managers.  He has over 27 years of experience working with global software, financial, and professional service businesses focused mainly on the investment aspects of the real estate and private equity industry.  Prior to starting his career in Real Estate, Chris worked as a CPA doing financial and technology audits at Ernst & Young.  Chris holds a B.Sc. in Accounting and Finance from La Salle University and an MBA from Villanova University.
 

Jonathon Barkl

Co-founder & CEO
AirGarage

Jonathon Barkl is the Co-founder & CEO of AirGarage, a parking management company built for the 21st century that he founded in 2018. As CEO, Jonathon leads the company’s efforts to partner with parking lot and parking garage owners to modernize the way their parking assets are managed. Jonathon has led AirGarage through rapid growth since 2018 and the company now manages parking lots and parking garages in 30+ states across the USA. Prior to founding AirGarage, Jonathon studied Physics and Economics and was a published researcher funded by NASA.
 

Kelly Blair

Chief Financial Officer
Mark IV Capital

Serving as the Chief Financial Officer at Mark IV Capital, Kelly Blair is responsible for the oversight of all of the firm's financial activities including corporate finance, financial reporting, board reporting, budgeting, management information systems and tax. In addition, Kelly serves as a key member of the executive management team playing a material role in complex debt structuring and underwriting transactions involving the acquisition, development or refinancing of assets. Kelly brings over 20+ years of experience across a breadth of capital markets, corporate finance and accounting roles, specifically in private equity and real estate, providing Mark IV Capital with strong leadershi ... (view full description)

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)

Jeff Bush

President
Standish Real Estate

Jeff is Predisent of Standish Real Estate and a Partner and Managing Director at Standish Management, where he leads both Standish Real Estate Services and also leads the real estate funds practice for Standish.   Jeff has extensive experience in accounting, financial reporting and administration of private equity funds and various real estate entities. Before joining Standish, Jeff was a Principal at Capital Analytics, where he led the Real Estate private equity group. Prior to Capital Analytics, Jeff was a Manager at PricewaterhouseCoopers where he managed audits, primarily of alternative and real estate investment funds. Prior to PWC, Jeff was Regional Controller at Trammel Cr ... (view full description)

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.

 

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)

Jim Dillavou

Counsel/Principal
Paragon Commercial Group

Jim is co-founder and principal of Paragon Commercial Group where he focuses on corporate strategy, acquisitions and capital structuring. Jim’s background in development, law and capital markets has powered Paragon’s steady growth and reputation as one of the preeminent retail development firms in California.  Jim is a former real estate and finance attorney with Latham & Watkins LLP where he represented developers, equity investors and lenders in capital structuring, acquisitions, dispositions, leasing and entitlements. Jim’s practice also included the representation of institutional clients including Credit Suisse, Goldman Sachs and Deutche Bank in the acquisition, financin ... (view full description)

Jiorjio Fetterman

CFO
Clairmont Capital Group

Jiorjio was previously at Clearlake Capital from 2017 to 2019 serving as Vice President of Finance and Operations. Prior to Clearlake, Jiorjio was the Assistant Controller at Canyon Partners from 2008 to 2017 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 investment funds and mortgage companies. During his 15 years in the investment management industry Jiorjio managed funds that invested globally with a variety of hedge fund and private equity strategies and instruments including public equities, distressed debt, bonds, mortgage-backed securities, trade ... (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)

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. 

Steven Gesis

COO
Smartland

Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Sandy Geyelin

Senior Managing Director
Lombard International

Sandy Geyelin joined Lombard International in May 2004 and is an Executive Managing Director overseeing the distribution team focused on individual products. In his role, he works with internal and external sales partners to execute on business development opportunities. These opportunities span across our individual & institutional products both domestically and internationally. Prior to joining Lombard International, Mr. Geyelin worked for Bank of America Securities on the Equity and Convertible Securities Capital Markets desk. He holds a B.S. in Economics from the University of Virginia. He is currently licensed for life, variable products and holds Series 7, 26 and 63 securities regi ... (view full description)

John Gottfried

CFO
Acadia Realty Trust

John Gottfried is the Chief Financial Officer of Acadia Realty Trust.  John serves on the investment committee and is responsible for all real estate finance, capital market activities, accounting, financial reporting, budgeting/forecasting, tax and treasury functions. He joined Acadia after 18 years at PwC, where he was a Partner and most recently served as the assurance leader of PwC’s New York City Real Estate practice.   Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and opportunity fund – platforms.  Acadia has built a best-in-class, location-driven core real estate portfolio with meaningful ... (view full description)

Morris Groberman

Co-Founder & Principal
Northwest Commercial Real Estate Invest.

Morris Groberman has been in the commercial real estate business for over 30 years.  He is the principal of Northwest Commercial Real Estate Investments, LLC, a local real estate syndication and apartment management company located in Seattle.  Morris has successfully completed more than 50 syndications since 1997, raising over $113 million equity.Morris was a Senior Vice President with Colliers International, a leading brokerage firm..  He was a top local broker in the company for many years, and was nationally ranked in the top 25 for Colliers International several times.  Mr. Groberman has served as a broker for many significant apartment buildings and has s ... (view full description)

Abigail Holm

Director, Private Markets
SS&C Technologies, Inc.

Abbey is a director in the real assets division of SS&C. She has 15 years of experience in alternatives administration. Prior to joining SS&C, Abbey worked for AlphaMetrix (formerly Spectrum Global Fund Administration) managing fund accounting, financial reporting and implementation. She was also with One Equity Partners, JPMorgan’s private equity fund, and an auditor for Deloitte. Abbey received a Bachelor of BA in Accounting from the University of Wisconsin – Milwaukee and a Master of Accounting from Northern Illinois University and holds her CPA license.

David Hott

President
Hott Solutions Corp

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

James Huang

President
eXp Commercial

James Huang is the president of eXp Commercial division of eXp World Holdings. Mr. Huang will be overseeing, building and running commercial and ancillary services to support the growth of commercial real estate both domestically and globally. Former Sperry Commercial Global Affiliates and the principal and founder of BRC Advisors. He is also the CEO of BRC Bellaire Holdings, LLC, a real estate private equity firm established as a joint venture between BRC Advisors Commercial Real Estate and Bellaire Investments. Additionally, Mr. Huang is a shareholder and an advisor to real estate syndications firms and start-up technology companies to help consult, raise capital, and make conn ... (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)

Jacqueline Johnson

Head of Administration Sales
Juniper Square

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

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

Tax Senior Manager
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.
 

Robert Lee

SMD-Acquisitions -Capital
Healthcare Property Growth Fund

As a healthcare real estate investor at and fund manager at HPA Lee focuses  on strategy, acquisitions, structuring joint ventures, capital development, and overall strategic partner relationships. The principals of HPA have acquired over $500 million in healthcare real estate and recently exited approximately $190m worth of healthcare real estate through the HPA Growth Fund. The team is currently preparing to launch Fund 2 as an emerging manager and continue to focus on a growth and income strategy for institutional quality health care real estate nationally. Personally, Lee has over 18 years of direct experience in real estate investment, private and institutional capital marke ... (view full description)

Mark Limpert

Principal
Orion Real Estate Partners LLC

Mark is a founding Principal of Orion Real Estate Partners and oversees asset management and investor reporting. Previously, Mark was a Vice President at Bellwether Asset Management, the exclusive real estate asset management firm for Oaktree Capital Management. At Bellwether, Mark’s primary responsibility was to provide portfolio and asset-level surveillance and analytics for Oaktree’s $13 billion portfolio and served as the lead asset manager on a $1.2 billion value-add multifamily portfolio comprised of 10,000 units. Before joining Bellwether in 2015, Mark worked at JRK Residential for six years where he was a Vice President of Asset Management overseeing revenue m ... (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)

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.

Ryan Patap

Senior Director of Market Analytics
CoStar Group

Ryan Patap is a Senior Director of Market Analytics for CoStar, where he is responsible for Costar’s coverage of Los Angeles’ commercial property markets. Ryan has a decade of experience in real estate research and was previously at CBRE Global Investors, CBRE’s investment management business, where he was a Director in the Research & Strategy team.
Prior to CBRE, Ryan started his career in research at Heitman, a real estate investment manager based in Chicago. Ryan has also had other real estate roles at developer Hines and flexible office startup Knotel. Ryan has a B.A. in Economics from Yale University.
 

Amy Pearce

Managing Director
SS&C Technologies

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

 

Steven Puodziunas

Managing Director, Operations
CIM Group

Steven Puodziunas is a Managing Director in the Operations Group. He is responsible for overseeing the day-to-day administrative and operational functions of CIM including Asset & Development Financial Services, Data Governance, Information Technology, Internal Audit, Loan Servicing, Risk Management and Shareholder Servicing. Prior to joining CIM, Mr. Puodziunas held various positions at Western Asset Management, including Head of Global Marketing & Client Service Support and Head of Risk Operations, Analytics & Data Management. He earned a Bachelor of Science degree in Finance from the University of Illinois at Chicago.

Barbara Rea

Founder
Rea Advisory Group

Barbara Rea is a senior real estate executive with 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. Recently, 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 mo ... (view full description)

L.D. Salmanson

CEO & Co-Founder
Cherre

L.D. has extensive experience founding, advising, and investing in leading private technology companies. Prior to founding Cherre, L.D. served as Executive Director of Oppenheimer’s Private Shares Group, after Oppenheimer acquired Greencrest Capital, a firm he co-founded to enable pre-IPO transactions in some of the largest private technology companies in the world, including Facebook, twitter, and Uber. Prior to that L.D. served as the Principal of Knight Capital Group’s Private Equity Fund, and previously as a captain in the Israeli Army. L.D. earned his MBA in Finance from the University of Pennsylvania Wharton School, and is a Joseph Wharton Merit Scholar. L.D. also holds a B.A., LL.B., ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg is the CFO for Ygrene Energy Fund Inc., the leading property assessed clean energy financing (PACE) company in the U.S.  For the prior five years, he was CEO of CleanFund Commercial PACE Capital, Inc., which was recognized as the 7th fastest growing private company in the San Francisco Bay area in 2018 and as an award-winning issuer of PACE-backed securitized notes.  Previously, Greg served as CFO/COO for 6 other specialty finance and technology-oriented firms. Greg holds a B.A. in Economics and Business from Macalester College, and an MBA from Harvard Business School.

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)

Mike Sebastian

Industry Principal Director
Appfolio Investment Management

Mike Sebastian has been in real estate technology for 14 years working with many different asset classes including multi-family, office, industrial and retail and other types of assets in real estate.  Mike has worked with clients to help them leverage state of the art software to streamline business process around the entire lifecycle of real estate starting with fundraising and investor relations, acquisition and underwriting, investment management and reporting, though property management and construction.
 

Eric Simons

BMS Global Brand Ambassador
Fight to Fame

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)

Brian Thayer

Director of Sales
AvidXchange

As a Director of Sales for AvidXchange, Brian Thayer specializes in helping companies streamline accounts payable operations and creating efficiencies through automation and best practices.
Throughout his ten-year tenure at AvidXchange, Brian has worked with hundreds of Real Estate companies, helping them evaluate and implement automation solutions. He is passionate about helping businesses become more efficient, reducing their environmental footprint, and positioning organizations to grow with negative financial impact.
 

Alexis Volen

Chief Operating Officer
CIRE Equity

Alexis Volen is the Chief Operating Officer for CIRE Equity. She is responsible for the corporate operations through her oversight of several departments including asset management and property management. Prior to joining the CIRE team, Alexis started as the Operations Manager as the first employee and was able to touch all aspects of the business creating a solid foundation in commercial real estate. Alexis received her Bachelor of Science in Management Science and Bachelor of Arts in Psychology from UC San Diego as well as earning All American Athletic status.
 

Jeannie Vu

CFO
JRK Property Holdings

Jeannie Vu is the Chief Financial Officer of JRK Property Holdings. In this capacity, Jeannie is responsible for overseeing accounting, finance, procurement, and business intelligence. Prior to joining JRK in 2020, Jeannie held various roles in acquisitions, originations, and corporate finance at Colony Capital where she closed over $700M of real estate investments and was involved in raising $2bn of common and preferred equity through the public markets. Previously, Jeannie was an investment banker covering financial institutions at FBR Capital Markets and an auditor at PricewaterhouseCoopers. Jeannie received an M.B.A. from the Wharton School, University of Pennsylvania and a B ... (view full description)

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 is primarily responsible for the accounting, tax and finance functions at Peak Capital and its affiliates. Prior to Peak Capital, Trent worked as the Controller / Director of Accounting at in the travel/hospitality industry. Trent also worked at Ernst & Young in the Assurance and Advisory Business Services group for approximately 5 years. During his tenure there, Mr. Wallin worked on teams to perform financial statement and Sarbanes-Oxley compliance audits, and advised on various accounting and auditing related matters. He also spent three years with a regional CPA firm where he was responsible for prep ... (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)

Jennifer Welker

Chief Financial Officer
Versity Investments, LLC

Jennifer Welker is the Chief Financial Officer of Versity Investments, LLC. She oversees all financial aspects of the company including acquisitions, accounting, financial reporting, cash management, budget/forecasting, and investor financial reporting. Mrs. Welker previously served as Vice President and Corporate Controller of the Picerne Group where she was responsible for finance, accounting and financial reporting for the company’s investment, management, and development activities. She earned a Bachelor of Science degree in Accounting from San Jose State University.
 

Wesley Wilson

Chief Financial Officer
Avanath Capital

Wesley Wilson, CPA is Chief Financial Officer of Avanath Capital Management. In this capacity, he oversees all aspects of Accounting, Tax, Systems, Financial Planning & Analysis, and Data Analytics. Wesley 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, Wesley was a Controller with CIM Group, LP where he was responsible for the accounting and finance for $28 Billion in Opportunistic Real Estate Funds. Wesley has also worked at Bank of New York Mellon, Deutsche Bank, and SS&C GlopeOp, where he managed the finance and accounting for a diverse field of investme ... (view full description)

Stuart Wood

Managing Director-North America
Alter Domus

Before joining the business development group, Stuart served as the head of Cortland Capital Markets LLC’s Fund Administration operations. Stuart is a certified public accountant with over fifteen years of experience in the accounting and finance industry. He began his career at PricewaterhouseCoopers as an auditor before spending several years working in fund administration with Citadel Solutions/Omnium/Northern Trust where he managed the fund close process, provided technical accounting advice, and managed client relationships. Through years of hands-on experience, Stuart has strong knowledge of applied accounting and reporting for hedge funds, credit funds, real estate, and private ... (view full description)
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Event Contacts for 8th Annual Real Estate CFO & COO Forum (West)

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*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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