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Nasir Alamgir

Head of Real Estate Debt Placements & Syndications

    Nasir Alamgir is responsible for all debt placement and syndications for Barings Real Estate Advisers, including fund level and asset level leverage. Prior to joining the Firm in 2016, Nasir was Senior Vice President and Head of Capital Markets, Americas at Starwood Capital Group where he was responsible for securing asset and fund level debt as well as covering interest rate and FX derivatives and hedging.  Prior to Starwood, Nasir held numerous roles in originations, asset management, syndications, and securitization at Eurohypo and Bank of America.  Nasir has been in the commercial real estate industry since 1997. Nasir earned a BA degree in Economics from the Johns Hopkin ... (view full description)

Jim Allen

Chief Accounting Officer

Howard Barash

CohnReznick Advisory Group

Howard Barash is a principal with CohnReznick Advisory Group with more than 30 years of experience in the real estate capital, multifamily, and commercial real estate markets. He has worked with large institutional investors and owners of real estate both domestically and internationally, helping clients drive change and innovation throughout their organizations by analyzing the way they work and developing innovative strategies. This often includes aggregating financial and operating information and synthesizing it into quality consolidated reporting. Howard has worked with multibillion dollar private equity firms and has assisted in the formation of new real estate investment ventures. He ... (view full description)

Ken Bernice

Senior Director of Tax
NorthStar Asset Management Group

Andy Birch

Product Manager
MRI Software

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

David Blatt

CapStack Partners

David Blatt is CEO of CapStack Partners, a real estate investment manager focused on opportunistic debt and equity investments. He is also the Founder and CEO of Banxel, the first lender2lender marketplace to syndicate, buy and sell real estate loans.Since 2001, Mr. Blatt has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing real estate investments. He is also a frequent public speaker and writer on innovation ... (view full description)

Jahn Brodwin

Senior Managing Director
FTI Consulting

Jahn Brodwin is a senior managing director in the FTI Real Estate Solutions practice and is based in New York. He advises the firm's public and private clients on debt and equity transactions, real estate acquisitions, property and corporate due diligence and capital markets matters. Mr. Brodwin has expertise in all property types, including retail, office, residential, hospitality and industrial. Mr. Brodwin has more than 25 years of broad-based financial, accounting and SEC experience. He has earned a national reputation for guiding noteworthy transactions in the real estate and financial services industries and has assisted companies through public and private offerings. Prior to joining ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

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

Elliot Chun


Elliot will be discussing a new form of financing in the emerging field of Digital Security Markets, also known as Security Tokenization of Real Assets. This new capital market leverages Blockchain & Distributed Ledger Technology.  While the industry is in its nascent stage, this is a altenative financing source that most Real Estate Owners / Operators should begin exploring. Elliot believes emerging technologies will challenge our known perspectives and will unleash humanity's potential, paving the way for smarter investing and critical advancements to our environment and society. Elliot combines this passion with 18 years in Capital Markets and Real Estate. Elli ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.  ... (view full description)

Gary Cutson

A5 REIT Services LLC

Gary Cutson created A5 REIT Services LLC in 2012 to deliver innovations in the private REIT model to sponsors of private REITs that issue preferred shares to satisfy the 100-shareholder requirement.  Based upon extensive experience with private REITs while leading the real estate/REIT tax practice of a “Big 4” accounting firm, Gary developed improvements to the existing model with the sponsor in mind.  Typical services include processing dividend payments and shareholder and tax reporting.  The shares are sold in private placements through First Liberties Financial (FLF), a member of FINRA and the SIPC and registered with the SEC.  Gary is a registered representative with FLF.   ... (view full description)

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

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

George Dabney

Managing Director

George Dabney has more than 16 years of experience as a hotel finance executive leading and advising a $2 billion privately held hotel investment firm through complex capital structures and capital markets transactions.  Mr. Dabney is currently responsible for finance, investor relations and treasury matters for all of Brookfield’s hotel investments sourced and managed through Thayer Lodging, Brookfield’s hospitality operating affiliate. The Thayer portfolio currently comprises 14 premier hotels (>4,000 keys) located in key growth markets throughout the U.S., including all North American hotel assets in BSREP I. Mr. Dabney is active with his alma mater, Penn State University. ... (view full description)

Robert Del Monaco

Senior VP & CFO of Funds
Torchlight Investors

ROBERT DEL MONACOSenior Vice President, Chief Financial Officer of Funds Robert Del Monaco is a Senior Vice President and the Chief Financial Officer of Funds, where he is responsible for operations and financial reporting of the Torchlight Funds.     Prior to Torchlight, Bob was the Chief Financial Officer at Czech Asset Management, a direct lending firm. Before that, he worked at FrontPoint Partners, Archeus Capital Management, GlobeOp Financial Services and Long-term Capital Management.  Bob is a Certified Public Accountant in the State of New Hampshire, holds an MS from Baruch College – City University of New York and a BS fro ... (view full description)

Neil Duncan

Twining Properties

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

Marc Ehrlich

Rose Associates

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

Bratton Fennell

Burroughs & Chapin Company, Inc.

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

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

Joyce Frost

Riverside Risk Advisors LLC

Joyce Frost is partner and co-founder of Riverside Risk Advisors, an independent derivatives advisory firm in New York City. Her clients include private equity, real estate, corporate and specialty finance companies. She has over 25 years of experience in the derivatives markets, including interest rates, foreign currencies and equity. Prior to founding Riverside in 2009, Joyce was a Senior Vice President of Cournot Capital Inc, a CDPC and highly successful seller of credit protection sponsored by Morgan Stanley. In her capacity, Joyce assisted in ramping up a portfolio of over $25 billion in swap notional, securing triple AAA credit ratings from three agencies, issuing $250 mill ... (view full description)

Neil Furmanski


Neil is a Tax Partner at RSM with over fifteen years of experience consulting clients on various business matters with an emphasis on tax issues encountered by financial stakeholders in the real estate industry.  He specializes in structuring investment funds that accommodate various types of investors with different tax sensitivities.  His clients consist of public and private Real Estate Investment Trusts (REITs) and real estate investment funds with foreign and domestic investors including high net worth individuals and various types of tax exempt investors.   These clients invest in foreign and domestic real estate assets across all product types (i.e. hotel, healthcare, multifamily, ret ... (view full description)

Jeff Gendel

Gen II Fund Services, LLC

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

Erifile Georgiou

The Dolben Company, Inc.

Ms. Georgiou brings over 20 years of experience in public and private accounting in the multifamily housing industry. Her expertise includes the areas of operational efficiencies, internal controls, technical accounting and Section 42 of the Internal Revenue Code. She oversees the Company’s Accounting, Tax and Treasury functions, Information Technology and real estate insurance activities.
She is an instructor for the NMHC, member of the Institute of Management Accountants, and is Treasurer of the Sappho Association, a charitable group which supports and promotes Greek culture and history. Ms. Georgiou earned a B.S. from Salem State College.

Jeff Glass

Business Development Manager
Bedford Cost Segregation

Mr. Glass works with CPA firms, developers and real estate owners throughout the western states to assist them in obtaining the tax advantages afforded by cost segregation. He has a special expertise in applying the IRS Repair & Capitalization Regulations and often speaks to groups on this topic.   Mr. Glass' business experience includes over 20 years in the residential and commercial mortgage industry, where he served in sales, marketing and management roles within the loan origination departments of several banks and mortgage banking firms. He also has been an avid proponent of applying web technologies to improving sales, marketing and operations, serving as an Internet te ... (view full description)

Julio Gonzalez

Engineered Tax Services

Patrick Goulding

Ardmore Partners LLC

Patrick is founder and principal of Ardmore Partners an independent real estate consultancy providing strategic advice and tactical support to investments managers, service providers and investors seeking to enhance their real estate platforms and capabilities. He has spent over 25 years in strategic, financial and operational roles across all sectors of real estate in the US, Europe and Asia-Pacific. His career spans some of the major global real estate platforms – Morgan Stanley, Lend Lease, Clarion Partners (formerly ING Real Estate) & Schroders.   He spent ten years with Morgan Stanley and its predecessor firm Lend Lease – initially with the Lend Lease organi ... (view full description)

Ray Haarstick

Relevant Equity Systems, Inc.

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

Joel Hammer

Castellan Real Estate Partners

Joel Hammer, CPA, is the CFO of Castellan Real Estate Partners, a full-service, vertically integrated real estate private equity firm with internal platforms covering equity investments, bridge lending, property/asset management, construction and development. Joel has more than 25 years of experience in leading the financial, accounting, operational and administrative aspects of real estate investment companies. In addition, he has significant involvement in IPOs, and merger, acquisition and disposition transactions. Joel spent the early part of his career at KPMG, specializing in private and publicly registered companies in a broad range of industries, including real estate and emerging ... (view full description)

Bradley Hannah

Principal & Chief Operating Officer
WHI Real Estate Partners L.P.

Brad serves as WHIREP’s Chief Operating Officer and Chief Compliance Officer, overseeing firm operations, compliance, fund administration, financial reporting and taxation, and is a member of the Investment Committee. Previously, he focused on acquisitions and asset management activities for WHIREP and its predecessor. Prior to joining WHIREP’s predecessor, Brad was an Associate in the Chicago office of Charles River Associates, where he provided valuation and advisory services in connection with technology-rich licensing and merger & acquisition transactions. He holds a B.S. in Finance and Decision Sciences from Miami University, where he graduated cum laude.

Burke Hayes

Managing Director
Compass Point Research & Trading

Yehuda Hecht

CFO & Managing Director
Madison International Realty

Mr. Hecht serves as Chief Financial Officer with oversight of Madison’s Finance and Accounting team. His responsibilities include, financial reporting, tax structuring of investments and credit facility management. Mr. Hecht has over 18 years of finance and accounting experience. Prior to joining Madison in 2007, Mr. Hecht acted as a Regional Finance Director for Tishman Speyer Properties, responsible for the financial quality control of an office real estate portfolio valued at $4 billion. In addition, Mr. Hecht spent six years as part of the portfolio finance group at ING Clarion where his responsibilities included financial reporting and performance analysis for residential, opportunistic ... (view full description)

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Robert J. Hellman – Managing Director, Pembrook Capital Management LLC Mr. Hellman has over 35 years of experience in the commercial real estate industry.  In 2010 he joined Pembrook Capital Management LLC, a private equity commercial real estate debt fund manager that invests in and originates first mortgages, mezzanine, bridge loans, note financings, and preferred equity throughout the United States.  He is the firm's COO, responsible for asset management, finance, legal, compliance and marketing, as well as a member of the firm’s investment, finance and valuation committees.  Mr. Hellman began his real estate career at Lehman Brothers.  During 16 years a ... (view full description)

Michael Hurwitz

Marks Paneth LLP

Michael W. Hurwitz, CPA, MST, is a Partner and REIT Group Leader at Marks Paneth LLP. Mr. Hurwitz brings more than 25 years of experience and a versatile set of skills acquired through working for both public and private companies in the real estate sector.  His industry knowledge spans a vast number of areas including real estate tax issues, public and private real estate investment trusts (REITs), opportunity funds, portfolio restructurings, acquisitions and dispositions, partnership taxation and core tax compliance matters. Mr. Hurwitz has been involved in a variety of negotiations including structuring and implementing strategic transactions, tax due diligence assignments, mergers and ac ... (view full description)

Berkeley Hynes

Deutsche Bank



Berkeley Hynes is a Managing Director within the Debt Capital Markets group of Deutsche Bank and is based in New York. Berkeley

has over fourteen years experience providing risk management and debt capital markets solutions to private equity and real estate companies and funds. He has structured and executed numerous interest rate and cross-currency hedges for a wide variety of clients. He joined Deutsche Bank in June 2009. Prior to joining Deutsche Bank, Berkeley worked at Citigroup. Berkeley graduated from the University of Toronto with a J.D. / MBA, and from McGill University with a Bachelor of Commerce.

Alan Kaplan

Grant Thornton LLP

Alan Kaplan, MAI, MRICS, is a Director and is based in our Philadelphia office. He has more than 40 years’ experience in broker, valuation, and advisory services in the real estate sector.Experience He has appraised property in many U.S. states and has served on foreign assignments. He currently specializes in large and/or complex projects, portfolios of real estate, the government sector, and real estate compliance issues. Alan provides valuation and advisory services to both investor and user based specialized real estate. His services include property tax disputes, valuation for financial reporting, financing, purchase or sale, insurance, fair rental, t ... (view full description)

Ronald Kaplan

Partner, Comm. RE 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)

Michael Keesey

Chief Financial Officer
Sterling Bay

Mike KeeseyChief Financial OfficerSterling Bay Companies,     Mike Keesey joined Sterling Bay as Chief Financial Officer in December 2014.  He is responsible for all finance, accounting, tax, risk management, private fund administration, and fundraising functions of the company. In addition, Mike serves as the company’s Chief Compliance Officer and leads Sterling Bay’s registered investment advisor compliance program.  Sterling Bay is a fully integrated Chicago-based real estate developer with expertise in investment management, property management, constru ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

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

Tom Kiernan


  Tom has two decades of experience founding and leading internet businesses with a focus on ecommerce, banking, and the payment industry. He was a member of the executive management team that built Organic Inc. from its infancy to a $6 Billion, IPO in 2001. Throughout his career, Tom was the founder or partner in several successful technology companies including, Foundry9, and Arena Media Networks. He lead the development of American Express's first website and at Organic and Foundry9 he and his team lead digital strategy and development efforts for numerous top 100 e-tailers (e.g., banks (e.g. Chase), and payment processors (e.g. Pa ... (view full description)

Josh Malinoff

REdirect Consulting

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

Robert Mangrelli

Director, Hedging & Capital Markets
Chatham Financial



Rob is a Director on Chatham’s global real estate hedging and capital markets team.  He joined Chatham in 2007 and  advises clients ranging from publicly traded equity and mortgage REITs to specialty finance companies and debt funds on their interest rate and currency risk management strategies.
Prior to joining Chatham, Rob worked for EY in their Philadelphia office on audits of financial institutions.  He is a CPA in the state of Pennsylvania and a CFA charterholder, and graduated from the University of Delaware with a BS in Accounting and a minor in Management Information Systems.

Chris Mavros

Managing Director, Principal and CFO
Case Real Estate Capital, LLC

Chris Mavros Managing Director Principal and Chief Financial Officer   Mavros has worked with Herrick for nearly two decades. He possesses more than 20 years of experience in financial control, oversight of loan portfolios and their servicing, and asset and property management, as well as providing oversight management information systems (MIS) activities. Prior to joining Case, he served as the Controller, Head of Loan Servicing and MIS Director for Hudson Realty Capital LLC. Previously, Mavros was the Controller and MIS Director, concurrently, at SWH Funding Corp, Platinum Funding Corp, and Solomon and Weinberg LLP, a law firm specializin ... (view full description)

Jennifer McLean

Kushner Companies

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

Will McLoughlin

Head of Global Implementations
Ipreo, Private Capital Markets

Will McLoughlin, Director, Head of Global Implementations As Head of Global Implementations based in the New York City office, Will overseas the operations team responsible for the global deployment of all new clients of the Ipreo PCM iLEVEL product suite to all strategies including Real Estate. Will is further responsible for interpreting client business intelligence aggregation, reporting and consolidation practices in order to identify potential system integration opportunities and process enhancement. Will has six years of commercial real estate finance experience having spent his first career in a dynamic cross-functional role in commercial and corporate finance for GE Ca ... (view full description)

Martin McNulty

Conference Producer

Timothy Moore

Chief Financial Officer
The Shooshan Company, LLC

Tim Moore joined one of the parent companies of Kodiak Realty Services, LLC, the Shooshan Company, in May 2006 as Vice President of Finance.  His accomplishments include his integral involvement in the 2007 establishment of Kodiak.  Since then, Tim has served as the Chief Financial Officer of The Shooshan Company and Kodiak Realty Services and the Senior Property Controller for Kodiak and now serves as the Director of Asset Management and Chief Operating Officer of Kodiak.  Tim is principally responsible for the day to day oversight of Kodiak’s multifaceted operations and consults with client ownership on asset management aspects of client properties. Prior to joining the ... (view full description)

Greg Myers

Managing Director
Alter Domus

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

Jeremy Pierce

CAO & Controller
Castellan Real Estate Partners

Gregory Pinkus

Terra Capital Partners, LLC

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

Larry Portal

Senior Managing Director
FTI Consulting

    Larry Portal is a Senior Managing Director at FTI Consulting and is based in Roseland, NJ. Mr. Portal is a member of the FTI Real Estate Solutions practice where he leads the firm’s Business Tax Advisory group, co-heads the Executive Compensation practice and is involved with several firm initiatives.   Mr. Portal has achieved industry-wide recognition for his tax expertise in the structuring of corporate and private real estate transactions, including mergers and acquisitions. In addition, he is widely considered a leading expert in the field of REIT and real estate executive compensation and has consulted over 75 leading public and private real estate companies ... (view full description)

Paul Quinlan

Managing Director & CFO
Blackstone Real Estate Group & Blackstone Mortgage Trust

Paul D. Quinlan is a Managing Director and Chief Financial Officer of the Blackstone Real Estate group.  He is also the CFO of Blackstone Mortgage Trust, a NYSE listed REIT. Mr. Quinlan was previously the CFO for Blackstone Real Estate Debt Strategies.   Prior to this, he was a member of Blackstone Finance, where he served as Head of Financial Planning & Business Development, with oversight of management and public reporting, as well as strategic acquisitions such as Capital Trust/BXMT.  Mr. Quinlan also served as the CFO for Blackstone Advisory Partners L.P. Prior to joining Blackstone in 2010, Mr. Quinlan worked at Bank of America Merrill Lynch ... (view full description)

Rachel Ridley

Managing Director/ Partner
Avesta Holdings

Ms. Ridley oversees all support services for Avesta Communities. Avesta is a vertically integrated multifamily real estate firm with offices in Tampa, Dallas and Austin.  Since its founding in 2010, Avesta has acquired over 11,000 apartment homes throughout Florida and Texas through fund, direct investment and joint venture vehicles. Previously, Rachel was CFO at Altisource Asset Management, where she oversaw the spin-off and public listing of two companies. Rachel also spent 12 years at PwC advising and auditing REITs and other real-estate clients. She holds a B.A. from Emory University and an M.P.A. from the University of Texas. She is a CPA in Maryland. Ms. Ridley ... (view full description)

Daniel Roehl

Senior Vice President - Enterprise Sales
RealPage, Inc.

Daniel Roehl is the SVP, Enterprise Sales at RealPage. Over the last 19 years he has worked with many of the top owners and operators of Institutional real estate, providing technology solutions to help achieve goals and objectives directed toward increasing asset values through Operational Efficiency, Expense Control and Revenue Management. Previously, Dan served in different consultative and sales capacities at Yardi, G5, AUM and MRI Software focusing on solutions for large real estate owners, managers and REITS. Immediately following graduation from Miami University School of Business, he began his career in Retail and Commercial Banking, which is where he was first introduced to commerci ... (view full description)

Richard Romar

PRP Real Estate Investment Management

Steven Russell

Principal and Chief Administrative Officer
Westport Capital Partners LLC

Mr. Russell has over 30 years of experience managing operations and information technology teams across a variety of geographies and industries.  Currently, Mr. Russell is the Chief Administrative Officer for Westport Capital Partners LLC, an investment firm which provides domestic and international distressed, opportunistic and core-plus real estate related investment opportunities to institutional and private clients.  Mr. Russell manages the firm’s back office operations and technology functions. Prior to joining Westport in 2005, Mr. Russell spent seven years as the Global Chief Information Officer for Christie’s International where he had responsibility for information techn ... (view full description)

Michael Schurer

Chief Financial Officer
Thor Equities, LLC

  Michael Schurer is CFO of Thor Equities, a leader in the development, leasing and management of commercial, residential, retail, hotel and mixed-use assets in premier urban locations worldwide.    Mr. Schurer is responsible for managing and reporting on the performance of Thor Equities and its investments, as well as overseeing the company’s finance, accounting, risk management, asset management, legal, information systems and investor relations departments.   Previously, Mr. Schurer was the Chief Financial Officer of privately owned Lightstone Group LLC and its publicly registered REIT, the Lightstone Value Plus REIT Inc.  Lightstone owned and operated a port ... (view full description)

Fred Scott

Advalurem Group

Fred D. Scott   Mr. Scott serves a Principal of Advalurem Group with primary responsibility for overseeing capital raising, fund formation and investor relations.  He also oversees the day-to-day operations of the firm and is a member of the Investment Committee.  Mr. Scott has more than 17 years of experience in the real estate industry including private equity, investment banking and financial advisory.  He has advised on and invested in over $4.5 billion of commercial real estate over his career.   Prior to joining Advalurem Group, Mr. Scott was a senior member of the acquisitions team at Strategic Capital Partners, a middle market, value-adde ... (view full description)

Jarrett Sues

Senior Director
FTI Consulting

    Jarret Sues is a senior director at FTI Consulting and is based in Roseland, New Jersey. Mr. Sues is a member of the Corporate Finance group and co-leads the firm’s Executive Compensation and Corporate Governance practice Mr. Sues has over 10 years of executive compensation and corporate governance consulting experience covering both public and private companies in multiple industries, including banking, distribution, finance, healthcare, industrial, manufacturing, medical device, pharmaceutical, retail, real estate and technology. During this time his responsibilities have included all aspects of executive/director compensation, including competitive ... (view full description)

Scott Tavolacci

Northeast Regional Director
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

John Thomas

Chief Financial Officer
Echo Realty

Mr. Thomas is responsible for ECHO Realty’s financial team. Mr. Thomas has spent the last 2 decades in either the public or private accounting with an emphasis on real estate syndication modeling, tax and financial due diligence, as well as business valuation.  He was formerly a special projects consultant for Louis Plung & Company where he was involved in various projects including acting as a consultant to Giant Eagle and ECHO.  Mr. Thomas is a graduate of Penn State Erie, the Behrend College where he received his BS in accounting and is a Certified Public Accountant in the state of Pennsylvania, and the Pittsburgh Business Times 2014 CFO of the Year.  

Alex Topchy

Broad Street Realty

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

Tim Trifilo

Partner-National Real Estate Tax Leader
CohnReznick LLP

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

Robert Weiner

Pantzer Properties

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

Lorraine White

Grant Thornton LLP

Lorraine (Lorie) White – Tax Partner   Experience Lorie is a Tax Partner in the Philadelphia office of Grant Thornton and is the lead Tax Partner for their Real Estate Industry. She has over 21 years of experience in the tax area and has served both publicly traded and privately owned companies. Lorie has been actively serving clients in the Financial Services and Real Estate industry throughout her time at Grant Thornton. This industry experience includes both equity and mortgage REITs, private equity, asset managers, broker dealers, investment companies and hedge funds. She has extensive experience in both partnership and c ... (view full description)
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 5th Annual Real Estate CFO Forum East


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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