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Jim Arcara

Manager IM Practice Group
REdirect Consulting

Mr. Arcara has over 25 years of business experience and a demonstrated ability to manage projects, people, process, and technology.   He has held a variety of roles which include Director of IT and Chief Technology Officer for real estate organizations. He has extensive experience in project management, strategic IT planning, and management of applications and databases. Jim has implemented Investment Management, Commercial and Residential systems as well as other enterprise systems through-out his career. And, also has led teams on the client side through full property management software implementations which allows him to understand the unique challenges of clients as a ... (view full description)

Charles Baker

Chief Financial Officer
Atapco Properties, Inc.

Charles Baker is the Chief Financial Officer of Atapco Properties in Baltimore, Maryland. As CFO he is responsible for planning, implementing, managing and controlling all financial-related activities of the company, including financial reporting, taxation, deal analysis, financing, and partnership compliance. He also serves as the CFO of American Trading and Production Corporation (Atapco), the parent company of Atapco Properties, a large family office with significant investments in public equities, private equity and real estate. Charles began his career with the Black & Decker Corporation and spent ten years as Vice President and Controller, and later as Chief Operating O ... (view full description)

Howard Barash

Principal
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)

Larry Block

Managing Director, Counsel and Chief Compliance Officer
Island Capital Group LLC

Lawrence S. Block is Managing Director, Counsel and Chief Compliance Officer for Island Capital Group LLC ("ICG"), a real estate merchant banking firm; Managing Director, Counsel and Chief Compliance Officer for C-III Capital Partners LLC and its affiliates ("C-III"), including C-III Investment Management LLC, an SEC-registered investment adviser; President and Chief Compliance Officer of Anubis Securities LLC ("Anubis"), a registered broker-dealer; and Senior Vice President of Resource America, Inc. and its affiliates ("RAI"). He joined Island Capital, C-III and Anubis in January 2011, and became an officer of RAI and its affiliates in September 2016. From March 2005 through January 2011, M ... (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)

Joshua Cherry-Seto

CFO
Blue Wolf Capital Partners LLC

Mr. Cherry-Seto is Chief Financial Officer at Blue Wolf Capital Partners LLC, a private equity firm which specialize in control investments in middle-market companies in which managing relationships with government or labor, or resolving financial or operational distress, are critical to building value. Prior to joining Blue Wolf, Mr. Cherry-Seto was a portfolio and finance manager at Grove International Partners, a $5 billion global opportunistic private equity real estate fund manager from 2008 to 2013. At Grove, he focused on the ASC 820 valuation audit and investor financial reporting and analysis. Prior to Grove, from 2001 to 2008, Mr. Cherry-Seto held a variety of positions within C ... (view full description)

Jon Cross

Director, Client Development
iLEVEL

John Curry

Vice President & General Counsel
Mountain Real Estate Capital

I oversee all aspects of legal services for Mountain Real Estate Capital ("Mountain").  Mountain, founded in 1993, has been a leading private capital source for real estate developers, builders and operators seeking to enhance value in their existing projects or to take advantage of new opportunities. Headquartered in Charlotte, Mountain has regional offices in Minneapolis, Los Angeles, San Diego, New York, Baltimore and Richmond, Virginia. Capitalized with $1 billion, MREC has invested approximately $500 million since 2010 including 31,000 lots/homes and another 10,000 developable acres in 15 states. I worked in all aspects of commercial real estate and corporate finance I ... (view full description)

Joseph DeMatteo

President and COO
JDM Capital Corp -

Utilizing his extensive experience and network in the national and international real estate financing realm, Mr. DeMatteo founded JDM Capital Corp. in 2004. Under Mr. DeMatteo, the firm has grown into multidimensional, fully integrated real estate organization. * JDMCC is known for it’s selective approach in real estate investment and asset management capabilities in the Hospitality, Resort, Commercial and Luxury Residential Rental sectors of property. Tactical response and action to developing and repositioning food and beverage experiences and profitability. *JDMCC is actively seeking Redevelopment, Re-Purposing and acquisitions to be repositionedin these areas as a *participating ... (view full description)

Thierry Dongala

Conference Producer
Information Management Network

Thierry Dongala enjoys gathering leaders in the investment management and real estate investment space to provide thought leadership for the industry. He's worked in the United States Senate and has consulted for several Fortune 500 financial firms. Thierry is a "hobby entrepeneur" with start ups ranging from Art catalogs to African water bottling companies.

Marc Ehrlich

CIO
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)

Sharif El-Gamal

Chairman & CEO
Soho Properties

Sharif El-Gamal is the founder of Soho Properties, a Manhattan-based real estate company. With a 15 year career in New York City real estate, Sharif has a broad array of experience ranging from the management of multi-family, office, retail, and residential buildings to the the acquisition of over 20 Manhattan buildings. Since founding Soho Properties in 2003, Sharif has executed over $1 billion in real estate transactions in Manhattan. Currently, Sharif and Soho Properties are undertaking 3 large new development projects. A charismatic and sought after public speaker, Sharif has appeared in national and international media such as NBC, CBS, CNN, NPR, MSNBC, NY1 and the BBC. Sharif is a Foun ... (view full description)

Eric Emrich

CFO
Lubert-Adler Partners, LP

Mr. Emrich, Chief Financial Officer, Treasurer and Vice President, has over 25 years of experience in private equity, real estate and investment partnerships. He is responsible for all finance, accounting, tax, and risk management for Lubert-Adler Partners, LP. Prior to joining Lubert-Adler, Mr. Emrich was Tax Director and Controller for the CMS Companies' private equity/hedge funds. He was also a Managing Partner for a SEC registered investment advisor in Plymouth Meeting, PA. In addition, Mr. Emrich spent 12 years in public accounting, including 7 years with KPMG, LLP in Philadelphia. For KPMG, Mr. Emrich served the Philadelphia office's real estate, venture capital, security pa ... (view full description)

Bratton Fennell

CFO
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.

Chris Fischer

CTO
Reonomy

Dan Flanigan

New York Office Managing Partner
Polsinelli

Dan Flanigan is Managing Partner of POLSINELLI’S New York City office and immediate past Chair (having served in that role for two decades) of the POLSINELLI’s national 200-plus lawyer Real Estate & Financial Services Department. Mr. Flanigan is named in the current and recent editions of the publications Best Lawyers in America (including “Lawyer of the Year” in various categories several years in a row), Chambers USA: America’s Leading Lawyers for Business, and The Legal 500 United States. He writes a bimonthly column on Opportunity Zones (“The Wizard of OZ”) in the New York Real Estate Journal. In addition to other publications, he is the co-author ... (view full description)

Wissam Francis

Chief Financial Officer
Tricon Capital Group

Wissam Francis oversees all aspects of Tricon’s financial management including financial reporting and analysis, treasury, capital market strategies, investor relations, information technology, internal audit and tax functions. Mr. Francis has extensive experience in financial reporting, capital markets, mergers and acquisitions, corporate finance, and strategy formulation, with over 15 years of experience in real estate, and has been actively involved in various projects and sectors, including residential, retail, industrial, office, mixed-use and development projects. Prior to joining Tricon in 2014, Mr. Francis was a senior member of Ernst & Young's Transaction ... (view full description)

Jarret Freedman

COO
BH3 Management, LLC

Brian Friedman

Managing Partner
Foxhall Partners

Mr. Friedman founded Friedman Capital in 2010 and leads the firm's Real Estate investing practice.A seasoned real estate developer and investor, Mr. Friedman is also a co-founder and Managing Partner of Foxhall Partners, a commercial real estate firm that specializes in opportunistic, value-added, and core-plus equity and participating debt investments in the Washington, D.C. metropolitan area, with a primary focus on urban and infill neighborhoods.Previously, Mr. Friedman was a Vice President and the Chief Investment Officer at First Management Group (FMG), a Maryland-based Pension fund advisory and real estate asset management, development and private equity firm wi ... (view full description)

Joyce Frost

Partner
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)

Darren Glickman

CFO
ETRE Financial

ETRE Financial is a real estate financial services and information technology company focused on facilitating the public listing of individual real estate assets to improve access, liquidity and transparency in commercial real estate. The ETRE Financial Platform is designed to allow real estate investors around the globe to access specific real estate investments opportunities in the public markets through the introduction of single asset REITs on national stock exchanges. Darren Glickman is the Chief Financial Officer of ETRE Financial, LLC. Mr. Glickman came to ETRE Financial, LLC from Paramount Group, Inc. in November of 2014, where he was a Vice President responsible for financial and ... (view full description)

John Gordon

Principal, Business Development
Integratec Services

John Gordon is a Principal at Integratec, a leading full life cycle real estate investment management and investor reporting software provider. Through a proven software, service and infrastructure model, Integratec delivers business intelligence, improved risk management, investor responsiveness and increased employee productivity. Founded in 2002, Integratec’s software and services supports the management of 14,000 real estate investments valued at $85B+ in debt and equity across more than 70 clients – in a wide variety of investment structures and for all asset classes.  Integratec offers a unique model combining a software solution with data aggregation and dedicated end-user ... (view full description)

Ray Haarstick

CEO
Relevant Equity Systems, Inc.

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

Michael Hedden

Managing Director
FTI Consulting

Michael P. Hedden is a managing director in the FTI Consulting Real Estate Solutions practice and is based in New York. Mr. Hedden specializes in providing valuation, litigation support and expert testimony services for clients. He is a knowledgeable real estate expert with over 30 years of experience in all aspects of the market analysis and valuation of real property. Mr. Hedden has experience in the appraisal of industrial, commercial, residential and special purpose property including hospitality, hospital and healthcare facilities. He has developed broad experience in the valuation of properties with detrimental conditions and is a recognized expert in the valuation of property sufferin ... (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)

Valentine Hoy

Partner
Allen Matkins Leck Gamble Mallory & Natsis LLP

Kevin Hyams

Partner
Friedman LLP

Kevin Hyams is the Partner in Charge of Friedman LLPs Governance, Risk and Compliance (GRC) Services Practice. With more than 30 years of experience, he has served the governance, risk and compliance needs of a broad spectrum of clients in the real estate, retail, manufacturing, financial services, technology, not-for-profit, governmental, real estate, professional services and telecommunications industries. HIS EXPERIENCE INCLUDES: Board and Audit Committee Advisory: Providing industry-specific, customized advisory services on the latest corporate governance issues and mandates for public, private and not-for-profit boards and audit committees. ... (view full description)

Alan Kaplan

Director
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, CRE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

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

Tom Kovatch

President
UIC, Inc

Thomas A. Kovatch is the Founder and President of UIC, Inc., one of the largest global independent risk management consulting firms.  Mr. Kovatch has been a risk management consultant for 35 years and has provided professional advice to a wide range of clients in both the private and public sectors.  He has provided due diligence on commercial mergers and acquisitions as well as privatization of government run entities to the public sector.  These projects have ranged in size from multi million to several billion.    Mr. Kovatch is also the President of CohnReznick UIC Consultants LLC, a joint-venture between CohnReznick (the 11th largest accounting and consulting firm ... (view full description)

Sue Kreusch

Chief Financial Officer
Macfarlane Partners

As chief financial officer, Sue Kreusch is responsible for MacFarlane Partners’ corporate and investment-portfolio financial matters, including capital markets/finance, accounting, cash management and the implementation of all financial strategies. A member of both the investment and senior management committees, she also oversees the corporate financial planning function and all financial reporting to institutional capital partners. Career Overview A CFA charterholder and a certified public accountant (in Virginia), Sue has 28 years of finance and accounting experience, 16 of which have been spent as a corporate executive of — or as a consultant to — real estate investment compa ... (view full description)

Jason Leinwand

CEO
FirstLine FX

Jason has close to 30 years of experience in the currency market. He most recently was a senior currency strategist for a derivatives consulting firm, guiding customers as to how to best manage their FX risk. Jason ran currency trading and strategy for MetLife, a global life insurance company for nine years. In that role he was responsible for developing and implementing FX strategies for their treasury, finance and real estate groups, as well as provide fundamental analysis and hedging strategies for their merger & acquisitions, private equity and emerging markets debt teams. The hedging programs Jason managed were in excess of $15 billion across more than 20 countries.  Pri ... (view full description)

David Lynn

CEO
Everest Healthcare Properties, LLC

David Lynn is CEO and Founder of Everest Healthcare Properties. Dr. Lynn has a long history of investing in real estate investments. Dr. Lynn has invested in over 220 transactions totaling over $20 billion over the course of his career. At Everest, he manages the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. Prior to founding Everest in 2014, Dr. Lynn was CIO and Executive Vice President at Cole Investments where he managed the firm’s $12.3 billion dollar investments including acquisitions and portfolio management of ... (view full description)

Mark Maduras

CFO & COO - Real Estate
Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in the U.S., Europe and Asia, as well as the private equity group in New York. Mark is a voting member of the firm’s real estate investment committees for all real estate funds and is responsible for all real estate investment and fund structuring. Prior to joining the firm, Mark was the Chief Financial Officer of ATC Management, L.L.C., a real estate partnership that included Angelo Gordon. Before that, he worked at Merrill Lynch, Tishman Speyer P ... (view full description)

Colleen Marencik

Senior Principal Consultant
ACA Compliance Group

Dean Mathew

Chief Financial Officer
Patch of Land

Dean will lead financial planning, analysis, and reporting. Additionally, this position is responsible for interacting with investors, capital partners and other financially-oriented stakeholders.Over the past couple of years Dean has lead and financed $50.0M of acquisitions, redevelopment properties and commercial real estate notes in the US. Over the last 10 years Dean other primary roles include provide financial, reporting, budgeting, forecasting, valuation, restructuring, investment consulting/relations, fund raising activities, M&A, Joint Venture, and direct investments in the real estate, retail, BtoB, and energy markets respectively. Dean also, in the past as the director ... (view full description)

Patricia McGarr

Principal, National Director – Valuation Advisory Services
CohnReznick

As the National Director of CohnReznick Advisory Groups Valuation Advisory Services, Pat McGarr provides market value appraisals of varied property types for acquisition, condemnation, mortgage, estate, ad valorem tax, litigation, zoning, and other purposes. She has been involved in the real estate business since 1980. From June 1980 to January 1984, Pat was involved with the sales and brokerage of residential and commercial properties. Her responsibilities during this time included the formation, management, and training of sales staff in addition to her sales, marketing, and analytical functions. Of special note was her development of a commercial division for a major Chicago-area brokerag ... (view full description)

Brian McLaughlin

Managing Director, Global Hedging Advisory
Chatham Financial

Brian McLaughlin - Brian leads Chatham’s global hedging advisory group serving real estate fund clients. Since joining Chatham in 2007 he has specialized in interest rate and foreign currency risk management where he has advised real estate fund managers in the structuring and implementing of financial risk management programs. Prior to joining Chatham, Brian spent 10 years as an Aviation Officer and test pilot in the U.S. Army with service in the United States, Korea, Afghanistan and Iraq. Brian graduated from the United States Military Academy at West Point with a BS in Systems Engineering. 

Sunil Mody

Executive Director
Morgan Stanley Merchant Banking and Real Estate Investing

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Joanna Mulford

Portfolio Manager and CFO
Prudential Real Estate Investors

Joanna is the Portfolio Manager & Chief Financial Officer for PRISA. Joanna is involved in all aspects of managing the fund including portfolio strategy, investment decisions and management of the PRISA team.   From 2005 through 2007, Joanna was responsible for U.S. real estate sales on behalf of PREI’s clients. In 2007, PREI executed 79 commercial property sales totaling $5.7 billion. Joanna had previously been the Portfolio Manager for three accounts: A mezzanine fund with $250 million of client commitments; a $400 million private REIT; and a $400 million co-investment program with an off-shore investor. Prior to this, she was responsible for the asset management of a portf ... (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.

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)

Eric Scheffler

Principal, General Counsel
Glacier Global Partners

Eric is a real estate finance attorney and banker with over 24 years of experience in real estate equity investments and lending, debt restructuring, property development, conveyance and leasing.  In his position at Glacier, Eric’s main responsibilities include originations, loan structuring, closing and servicing.           Prior to Glacier, Eric spent two years as Managing Director and General Counsel of Madison Realty Capital, a commercial real estate debt origination fund where his principal responsibilities were structuring and closing new debt originations and re-structuring and working out existing portfolio loans.  During his tenure, Eric led the restructuring, and in certain c ... (view full description)

Jonathan Schultz

Managing Principal
Onyx Equities, LLC

As co-founder and Managing Principal of Onyx Equities, LLC, a private real estate investment, development and management company, Jonathan Schultz oversees investor capital raising initiatives, strategic planning, portfolio management, investor relations and business development. Through Onyx’s Fund I, the company has purchased approximately $800 million of office, retail and industrial properties throughout the tri-state area. Onyx’s Fund II is currently deploying capital and is targeting acquisition volume from $700 million to $900 million of new assets. Onyx also operates a real estate advisory services practice focusing on receiverships in New York, New Jersey, Connecticut and Penns ... (view full description)

David Schwartz

Co-Founder & Principal
Sugar Hill Capital Partners, LLC

David Schwartz is the Founder and Managing Partner of Fort Amsterdam Capital and co-founder of Sugar Hill Capital Partners. David has been involved in NYC multi family real estate for over 12 years. Prior to co-founding SHCP, David was an Executive Director in the structured products group at Royal Bank of Scotland / ABN AMRO Bank, where his work included real estate securitizations. David also held positions at Dresdner Bank, Chemical Bank, Chase Securities, Standard Chartered Bank in Singapore, and National Westminster Bank in Tokyo. David holds an M.B.A. in Finance from New York University and a B.A. in Economics from George Washington University.

Heather Schwarz

Co-Founder & CSO
EarlyShares

Heather Schwarz-Lopes is an experienced executive with a 16-year track record of success in the financial services industry. Heather has an established reputation as a solutions-driven leader with expertise in wealth management, business development, strategic planning, relationship management, and entrepreneurship.Heather is Co-Founder & Chief Strategy Officer of EarlyShares, a leading funding platform that connects smart investors with unique opportunities. EarlyShares enables individuals and companies to leverage the opportunities created by the JOBS Act, helping small investments ignite big ideas.Prior to joining EarlyShares, Heather served as Sr. Vice President and Sr. Private Banker at ... (view full description)

Robert Skinner

General Counsel
Montecito Bank & Trust

Robert L. Skinner is the chief innovation officer and general counsel for Montecito Bank & Trust, the oldest locally owned and operated community bank in Santa Barbara County, with assets in excess of $1 billion. Robert is also a member of the bank's Board of Directors and serves as the chair of its Trust Committee.In addition to his responsibilities at the bank, Robert also serves as executive vice president and general counsel for The Towbes Group, Inc., a Santa Barbara based property management and development company. Robert is also a managing member of Towbes Capital Partners, LLC, a real estate investment company, and a founding member and chief executive officer of Agi ... (view full description)

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Oliver Swan is managing partner and co-founder of Treesdale Real Estate Partners LLC, an opportunistic real estate investment firm specializing in alternative real estate investment strategies. Prior to co-founding Treesdale Real Estate Partners, Mr. Swan served as the chief investment officer of a New York-based student-housing owner/operator. Mr. Swan is a graduate of New York University's Stern School of Business. 

Scott Tavolacci

National Director of Sales
Yardi Investment Management

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

Michael Tesoro

Principal
Gen II Fund Services, LLC

David Thomas

CFO
Benenson Capital Partners, LLC

As one of Benenson Capital Partners’ three Senior Officers, David is responsible for all of the Company’s accounting, tax, treasury and reporting functions. In addition, he is involved in the structuring of all acquisitions and dispositions and the periodic completion of refinancing of the Company’s real estate investments. David also manages the Company’s portfolios of non-real estate investments. Prior to joining Benenson Capital Partners, David was the Chief Financial Officer of Commonfund’s Real Estate Advisor including its $1.5 billion open ended domestic real estate opportunity fund. Previously he was a Partner at Deloitte for 10 years in their New York ... (view full description)

Alex Topchy

CFO
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)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

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

Kevin Vold

Shareholder & Securities and Corporate Finance Chair
Polsinelli

Kevin Vold is an experienced corporate finance and securities lawyer. During more than 18 years of practice, Kevin has served as the lead attorney advising on corporate, securities and finance matters to clients in diverse industries, including real estate; hospitality and gaming; telecommunications, media and technology; aerospace and defense; biotechnology; energy; retail; and specialty finance and banking. Chair of Polsinelli's Securities & Corporate Finance practice, Kevin represents issuers and underwriters in equity and debt capital markets transactions, including: -Initial public offerings -Secondary offerings for significant selling shareholders ... (view full description)

Amy Wan

General Counsel
PATCH OF LAND

Amy Wan is General Counsel at Patch of Land, a real estate crowdfunding platform that specializes in real estate debt. She brings deep experience in legal innovation and the rethinking of legal services. She is Founder and co-organizer of the Los Angeles Legal Innovation and Legal Hacker Meetup. She was named one of the top ten women to watch in legal technology by the American Bar Association Journal and has spoken on the subject at the 2015 South by Southwest festival.   Prior to joining Patch of Land, Amy worked in enforcement and compliance at the U.S. Department of Commerce, where she served as a U.S. delegate at the World Trade Organization and worked to support free trade ... (view full description)

Brandon Weber

Founder & CEO
HighTower

Jameson Weber

VP, Product Strategy
Hightower

Robert Weiner

CFO
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)

Jeff Wilson

Chief Executive Officer
Pereview Software

Jeff Wilson is the CEO and founder of Pereview Software. Pereview is an operational platform for the real estate investment professional. Prior to founding Pereview, Jeff has spent over 20 years in the real estate investment management and financial services industry.  Jeff served as the Technology COO of the Archon Group, a division of Goldman Sachs.  During his tenure at Archon/Goldman, Jeff and his team developed a technology platform that allowed AUM to double with a relatively flat growth in headcount. Prior to Archon/Goldman, Jeff spent 8 years in a leadership position in the real estate group at Anderson Consulting.

Scott Wilton

Executive Vice President - General Counsel
InvenTrust Properties Corp.

Scott W. Wilton, 55. Mr. Wilton has served as the Company’s Executive Vice President, General Counsel and Secretary from the time the Company initiated its self-management transactions on March 12, 2014. He served as Secretary of the Company since October 2004. Mr. Wilton joined The Inland Group, Inc. in January 1995. Mr. Wilton served as the vice president of the Business Manager from July 2013 through March 2014. He served as assistant vice president of The Inland Real Estate Group, Inc. and senior counsel with The Inland Real Estate Group law department since 2006. Mr. Wilton previously served as secretary of Retail Properties of America, Inc. (formerly, Inland Western Re ... (view full description)

Kent Wittler

Vice President & Treasurer
AEW Capital Management

Mr. Wittler is a Vice President at AEW and serves as the firm’s Treasurer.  In this capacity, Mr. Wittler is responsible for the treasury, including the management of short-term investments, liquidity, payments, foreign exchange, and banking relationships globally.   He also serves as consultant to institutional clients on specific portfolio cash management structures.   Mr. Wittler joined the firm in 1992.   Prior to that, he was a professional actor.   He is a graduate of Boston University (B.S.) and Tufts University, Fletcher School of Law and Diplomacy (M.A.).    Mr. Wittler is proficient in French and fluent in Turkish.
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Event Contacts for 4th 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 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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