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Adnan Ahmed

Blue Top Capital

Adnan is Co-founder and CEO of Blue Top Capital. Blue Top Capital is an online real estate platform that utilizes best-in-class data and technology to offer bespoke direct investments to institutional investors, family offices and high net worth individuals.  Adnan has over 20 years experience leading disruptive technology businesses. Prior to starting Blue Top Capital, Adnan was CEO of Marketwired, where he led its transformation from a global newswire business to a market leading social communications and PR analytics company, ending in a successful sale to Nasdaq. Previously, Adnan held various leadership roles at Dun & Bradstreet, Danaher, Motorola, and Bain & Company. Adna ... (view full description)

Murtaza Ali

Blue Top Capital

Murtaza is Co-Founder and President of Blue Top Capital.  Blue Top Capital is an online real estate investment platform that offers institutional quality deals to sub-institutional investors including family offices and high net worth individuals. 
Prior to starting Blue Top Capital, Murtaza was a Managing Director at Anchorage Capital where he was responsible for evaluating and overseeing over $1B in global real estate investments.  Previously, Murtaza held various leadership roles at the Boston Consulting Group, Target and McKinsey.  Murtaza has an M.B.A. from Wharton and a B.S. in Chemical Engineering from the University of Pennsylvania, where he graduated summa cum laude.

Jake Bergmann

Founder & CEO
Surterra Holdings

Jake is the Founder and Chief Executive Officer of Surterra Holdings, Inc.   Since founding Surterra in early 2014, Jake has lead the company in raising more than $50 million of capital, securing 1 of the original 5 vertically integrated licenses in the State of Florida and 1 of 3 vertically integrated licenses in the State of Texas.  After winning its first license in November 2015, Jake also led Surterra’s rapid expansion from 7 to nearly 100 employees and from 6,000 square feet of cultivation space to more than 300,000 square feet of fully permitted production space, among the largest operations in North America.   Prior to Surterra, Jake began ... (view full description)

Christopher Brodhead

SVP, Investor Relations

Christopher Brodhead joined Broadstone in August of 2013, and serves as Senior Vice President, Investor Relations. Chris oversees a team of Investor Relations professionals responsible for establishing relationships with new investors, wealth managers and Registered Investment Advisors, while servicing the firm’s growing Shareholder base. Chris also plays an active role in product development, UPREIT transactions, and special projects. Christopher comes to Broadstone from DeltaPoint Capital Management, a Rochester, N.Y.-based private equity firm, where he was Vice President of Business Development and Operating Director. In his capacity as Operating Director, Christopher worked w ... (view full description)

Nicholas Carr

Foundation FinLit

As the founder and president of Foundation FinLit, Nick helps shed light on everything finance, to both small & mid-size foundations, as well as underserved families and individuals.  The public 501 (c)(3) foundation is a resource for individuals and institutions to receive custom financial research and education.  Nick has also created and taught undergraduate Behavioral Finance courses, and has numerous research publications and awards, including the Financial Planning Association’s research of the year in 2014 for his work in behavioral finance.  He has incorporated this research into his wealth management practice, where he and his team create wealth management strategies to meet the ... (view full description)

Rick Chichester

President & CEO
Faris Lee Investments

As President and Chief Executive Officer of Faris Lee Investments, Mr. Chichester is responsible for overseeing the development and execution of the firms business strategies, and managing its day-to-day operations. A real estate industry veteran with 30+ years of experience, Mr. Chichester is a commercial real estate executive, successful at building corporate value and improving profitability through market expansion and development, process re-engineering, business development, cost containment, client base management, and corporate positioning. His core competencies are focused on accelerated growth and/ or turnaround that emphasize stabilization and revitalization strategies ... (view full description)

Ben Colonomos

PointOne Holdings

POINTONE HOLDINGS is a real estate investment firm headquartered in Miami and Atlanta with properties located throughout the Southeastern United States and Texas. The firm owns and manages a diversified portfolio of residential and commercial assets valued in excess of $730 million. Ben Colonomos is a founding partner of PointOne Holdings and focuses on asset management and investor relations. Colonomos has been a principal in real estate deals that total more than $550 million in transactional value. He has been active in the South Florida business community for more than 25 years and serves on the board of several non-profit organizations. Colonomos received his bachelor’s degree from Tula ... (view full description)

Jill Creager

Founder & CEO

Jill Creager founded Providence Family Offices with the goal of empowering families with state-of-the-art tools to manage fiduciary administration of private wealth and family trusts. That vision, shared by the executive staff at Providence, has built a successful, cloud-based, family office operating system, iPaladin.    Jill’s inspiration evolved over her 22 years of experience in family private wealth matters. She is an authority in all aspects of managing the governance, operations and risk management associated with private wealth administration.  She is a sought-after presenter at conferences and seminars for her expertise on virtual family offices a ... (view full description)

Gregory Curtis

Greycourt & Co., Inc.

Gregory Curtis is the Chairman and founder of Greycourt & Co., Inc., an open architecture wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Greg served for many years as president of the Mellon family office and as President of the Laurel Foundation. Earlier, he was also an attorney with the global law firm, Reed Smith. Greg is the author of Family Capital: Working with Wealthy Families to Manage Their Money Across Generations (2016), The Stewardship of Wealth: Successful Private Wealth Management for Investors and their Advisors (2013) and Creative Capital: Managing Private Wealth in a Complex Wo ... (view full description)

John DiOrio

Vice President
Unison Realty Partners

John DiOrio is responsible for the business development and investor relations program at Unison Realty Partners, a private equity real estate firm 100% dedicated to middle-market retail property investing. Prior to joining Unison in 2016, Mr. DiOrio was an Assistant Vice President at FLAG Capital Management, a private equity and real assets fund-of-funds investor with over $7 billion in client commitments. There he was in charge of key business development efforts across the firm’s global investment strategies: private equity, venture capital, energy and natural resources and real estate. Prior to his time at FLAG Capital Management, Mr. DiOrio held positions at private equity and real esta ... (view full description)

Rui Falcon

Princeton Asset Management

    Rui is the Founder and Chief Executive Officer of Princeton Asset Management. She oversees the strategic direction of the company and is a member of the investment committee. Ms. Falcon works with various family offices and HNW individuals for asset allocation, strategy selection, securities trading and direct investment. Prior to that, Rui was the Director of Investments at a multi-billion dollar single family office located in Palm Beach Gardens. She was responsible for manager due diligence and selection, and the family office's operations. Her role gave her broad exposure to investment strategies and capital market developments.&nb ... (view full description)

David Fisher

Phoenix American Financial Services

James Fried

Sandstone Realty Advisors

Jim Fried has been a real estate business person since 1980 and has had his own radio show since 2009.   Mr. Fried specializes in capitalizing commercial real estate transactions, unearthing urban land opportunities and is also a private lender. He advises many famies and family offices on direct real estate investing. Jim was recently named a Family Office Real Estate Advisors Global Leader for 2018 by Family Capital Magazine.   Jim has closed over $3BB in real estate transactions during his career in markets across the eastern US. Jim uses his communication skills to inform and entertain on his weekly radio show – Fried on Business – heard each week on 8 ... (view full description)

Brian Friedman

Friedman Capital

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 f ... (view full description)

Chris Ganan

Treehouse REIT

Chris Ganan is chief strategy officer of MedMen, a leading cannabis management and investment firm based in Los Angeles, and a general partner of the Firm’s investment fund. MedMen has operations and exposure across North America. Mr. Ganan brings vast institutional experience in business operations, private equity, investment banking, real estate and FinTech. Mr. Ganan was instrumental in the launch of MedMen’s capital arm and guides the Firm’s investment strategy. Previously, Mr. Ganan was managing member of Cratus Equity, a private investment firm. He has also worked for Alvarez & Marsal, CohnReznick, and Investment Limited. Through hedge funds, private equity, foreign and ... (view full description)

Miriam Gonzalez-Lujan

President & CIO
Vinart Corp Capital Management

Miriam Gonzalez-Lujan is the Founder and President of VINART CORP CAPITAL MANAGEMENT a New York based SFO investment fund focus on real state, infrastructure, clean energy, oil &; gas & TMT sectors globally. Ms Gonzalez-Lujan is an International Investment Banker & Wall Street Executive with more than 15 years track record of executive management experience & global investment banking exposure to cross-border multi-billion dollar finance deals. She was the Head of the Global Structured Finance Group at WestLB A.G. in New York, where she led structured finance transactions for global clients in US & Latin America. She was responsible for origination, Structuring, Portfolio Management ... (view full description)

Andres Gonzalez

President & CEO
Ascentis Real Estate Partners

  Andres Gonzalez has an extensive background in finance, real estate and entrepreneurship. He co-founded Ascentis Real Estate Partners in 2002 to develop a specialty private real estate equity firm and operating company specializing in underserved markets within the CRE Market. Under his leadership, Ascentis has raised capital domestically and internationally from both private and institutional investors, and provided proprietary commercial investment opportunities for its investors and owners/clients. He has helped cement the firm’s dominant position in its niche market through its international reach, financial sophistication, robust capital relat ... (view full description)

Theresa Gusman

Founder & CEO

  Theresa is business builder and transformer with extensive leadership, investment, and sustainability/corporate governance experience. She is recognized for identifying investment and strategic opportunities, translating complex issues into simple, actionable and successful strategies, building consensus, marshaling needed people, processes and systems, and working collaboratively to deliver great results. With an exceptional ability to drive growth, change and operational improvement, Theresa consistently surpassed challenging financial and investment objectives, while exceeding employee and client expectations. In a series of leadership positions ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings on behalf of his clients. Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family o ... (view full description)

Jeffrey Hirschfeld

Chairman & CEO
Hirschfeld Properties LLC

Mr. Hirschfeld is President of Hirschfeld Properties, Executive Vice President of Hirschfeld Building Construction Company, President of Hirschfeld Management, and a principal in all three companies.  Prior to 1987, Mr. Hirschfeld was employed by Konover and Associates, Inc., one of the largest privately-held real estate development firms in the United States.  Since 1987, he has been a principal in The Hirschfeld Companies LLC and its related companies, where he currently serves as President and Chief Operating Officer.  Mr. Hirschfeld has been involved in all aspects of senior level management and operation of The Hirschfeld Companies LLC and its related companies.  He has bee ... (view full description)

Brendan Holt Dunn

Holdun Family Office

Headquartered in the Bahamas, Brendan Dunn is the CEO of Holdun Family Office Limited, as well as the CEO of Holdun Investment Partners. Before coming on board to run the family business, Mr. Dunn spent time working in Nassau, Bahamas under Jeff Everett, the president of Franklin Templeton Mutual Funds, in the research department. Brendan Holt Dunn holds a Bachelor of Administrative and Commercial Studies, with a focus on finance, from the University of Western Ontario.  Mr. Dunn is also a Chartered Portfolio Manager (CPM), a Chartered Wealth Manager (CWM), a Certified Private Equity Specialist (CPES) and a Canadian Investment Manager (CIM).  Since taking over operati ... (view full description)

Randall Hubschmidt

Managing Partner
Fortis Wealth

Randy is a Managing Partner and oversees the daily operations of the firm. His industry background, lifelong love of learning and work ethic have positioned him well to lead both Fortis Capital Partners and Fortis Solutions. A member of the Fortis Executive Committee, Randy also maintains direct relationships with several of the firm’s larger, more complex client engagements. Randy’s early years offered a blend of experiences, sending him around the globe and exposing him to the world’s most competitive, complex and demanding industries. During his youth growing up on a farm, Randy learned the value and sense of gratification that come from hard work, healthy living and most of all, fa ... (view full description)

Sebastian Jano

Director of Project Finance
DC Solar Solutions

Sebastian is the Director of Project Finance at DC Solar Solutions, Inc. Sebastian is responsible for sourcing and evaluating Company tax equity partnerships as well as debt and equity offerings. Mr. Jano joined the Company in 2017. Prior to this, Sebastian served as SVP of Investments for Pardee Resources Company where he originated, analyzed and structured opportunities across the portfolio while also running the Company’s Renewable Energy platform. Mr. Jano previously held acquisition and analysis roles for energy and infrastructure related transactions at SteelRiver Infrastructure Partners and Babcock & Brown. Sebastian holds an M.B.A., J.D. and LL.M. in ... (view full description)

Paul Kang

President & CIO
Alta Companies

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard and his MBA f ... (view full description)

Dimitris Kavalekas

Managing Director
Strenta Investment Management

Mr. Dimitris Kavalekas is a Managing Director of a Registered Investment Advisor (RIA) Strenta Investment Management, Inc. that spun off a single family office. Dimitris joined in 2009 when the family office was formed.  Prior to that, Dimitris was a Senior Investment Professional at Magnum Global Investments - a fund of hedge funds/single family office. Dimitris’ work focuses on traditional and alternative investments: long-only fixed income and equities, hedge funds, private equity, and real estate.  His work also encompasses portfolio construction and management, quantitative research and analysis, and manager and investments selection across asset classes. Dimitri ... (view full description)

Abigail Laufer

Ferguson Family Office

Abigail Laufer is CIO of the Ferguson Family Office. In 2011, she was hired by the Ferguson Family initially to invest in a portfolio of publicly traded cleantech shares but was ultimately given the responsibility to manage the corpus of the family investable assets through a single family investment office. Her broad-based background in investments has allowed her to traverse the spectrum of investments for this family. Prior to her role as head of investment allocation and investment for this family office, she was the CEO and founder of Virid Capital Management a firm devoted to investments in public cleantech companies Laufer’s career has spanned a broad cross-se ... (view full description)

Logan Levey

Investment Manager
Strenta Investment Management

Logan Levy currently serves as an Investment Manager for Strenta Investment Management, Inc., an SEC registered investment advisor.  Strenta Investment Management is a part of a family office and makes investments across a multi-asset class portfolio including real estate, fixed income, equities, private equity, hedge funds, and commodities.  Mr. Levy is a generalist but has worked extensively on the private debt and real estate investments within the portfolio.  Mr. Levy’s previous work experience includes analyst roles in merchant banking and equity options trading where he supported banking and trading activities through financial modeling and analysis.  Mr. Levy ... (view full description)

Alton Lo

Glasswing Capital Management

Alton Lo is a Founding Partner of Glasswing Capital Management where he is responsible for capital raising and all aspects of business operations including fund formation, compliance, investor relations, HR, and finance. He believes that climate change is the most important problem facing our generation and co-founded Glasswing to help facilitate the deployment of clean energy. Prior to Glasswing, he was Vice President of Corporate Finance & Treasurer at Renewable Energy Trust Capital, an owner and operator of utility-scale solar and wind assets. His responsibilities included capital markets, investor relations, strategic planning and analysis, risk management, and treas ... (view full description)

Maurice Maertens

MEM Family Office

Ford Motor Company  --  Dearborn, MI
Head of Worldwide Retirement Plans  (1968-96)

New York University  --  New York, NY
Chief Investment Officer (Endowment Funds)  (1997 - 2009)

Retired / CEO/CIO of MEM Family Office  --  Estero, FL  (2010 -)

Yoel Mayerfeld

Principal & Managing Director
Chase Properties

Ryan McDowell

SVP, Real Estate Advisory Specialist
Wells Fargo Private Bank

Ryan Joined Wells Fargo in 2012 and is currently the Real Estate Advisory Specialist for the Southeast Region within Real Estate Asset Management where he works with clients to optimize real estate asset performance and build investment real estate portfolios to help meet client’s investment objectives while managing risk. Previously Ryan was the Real Estate Investment Consultant for the State of Florida. Ryan began his career in the CRE (Commercial Real Estate) industry in  2005 and has previously served as a CRE Broker, Director of Acquisitions, Director of Leasing, and Commercial REO (Real Estate Owned) Asset Manager for developers and institutional owners prior t ... (view full description)

Allen Morris

Chairman and CEO
The Allen Morris Company

W. Allen Morris is Chairman and C.E.O. of The Allen Morris Company. He is a licensed Real Estate Broker, Mortgage Broker, and holds the professional designations of CPM (Certified Property Manager of the Institute of Real Estate Management) and SIOR (Society of Industrial and Office Realtors). He is a past President of the Florida CCIM Chapter (Certified Commercial Investment Member of the Realtors National Marketing Institute) as well as holding the prestigious CRE designation (Counselor of Real Estate) and FRICS, as a Fellow of the Royal Institution of Chartered Surveyors. . Th ... (view full description)

Bill Nimmo

SVP & National Director – Real Estate Asset Management
Wells Fargo Private Bank

  Bill leads Wells Fargo’s Real Estate Asset Management group, which has 60 offices nationwide, a team of over 130 professionals, and a portfolio of $5.4* billion in real estate assets under management. Bill Nimmo joined Wells Fargo in 2011 and has worked with Wells Fargo’s Wealth Management real estate clients throughout the U.S.  Throughout his career Bill has closed over $1 billion in real estate investments and other capital transactions and has had direct responsibility for management of over $7 billion in funds and investments. Bill’s experience includes purchases, sales, and capital raising (debt and equity) for a ... (view full description)

Michael Ning

President & CEO
Arque Capital, Ltd.

Michael Ning is President & CEO of Arque Capital, Ltd. (, an investment bank which introduces innovative asset classes to the national independent broker dealer (IBD) community and underwritten half a billion dollars worth of alternative investments through IBD syndicates.  Arque Capital is credited with introducing real estate investments featuring conservation easement options to the IBD community.  Most recently, Arque Capital introduced dividend distributing sustainable energy investments featuring solar investment tax credits to the IBD community.    Mr. Ning is Managing Director of Renewable Energy Ventures, LLC, which sponsors these investments.  Mr. Ning was ... (view full description)

Anup Patel

President & CIO
Arch Street Capital Advisors, LLC

Anup Patel is the President and Chief Investment Officer of Arch Street Capital Advisors, LLC and has been with the firm since 2005. In his capacity as President, he is responsible for the operational oversight of the firm. As CIO, he is also responsible for overseeing all of the firm’s investment activities and spearheading strategic initiatives including new client development and investment product development.   Joining ASC shortly after the firm’s founding, Mr. Patel has played an instrumental role in the over $5.5 billion of acquisitions, dispositions, and financings that the firm has completed since inception. Prior to ASC, he was with GE Capital in the North America real ... (view full description)

Ira Perlmuter

Managing Director
T5 Equity Partners LLC

Managing Director, T5 Equity Partners LLC Ira currently serves as head of Private Equity and Venture Capital for the Triple Five Group, a family office, In addition, he is also Managing Director of T5 Equity Partners LLC, a lower middle market distressed buyout fund which he started with the exclusive financial backing of Triple Five. Ira is also a founder of the Cleantech Family Office Syndicate, a group of significant families exploring alternative energy and clean technology solutions. Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm ... (view full description)

Matthew A Pestronk

Post Brothers

Matthew Pestronk is the President and Co-Founder of Post Brothers.  Following his early-career success as a commercial real estate finance executive, Matthew co-founded Post Brothers at the age of 29, and has grown the company into one of the most prolific real estate development and investment firms on the East Coast. Matthew and his wife, Carrie, reside in Gladwyne, Pa., with their two children: Max, 8, and Zac, 5. Matthew is a recognized leader both in his industry and his community, volunteering as a passionate youth sports coach and serving on the executive board of several charitable organizations, including Beat the Streets Philadelphia, the Philadelphia Holocaust Remembrance Foundati ... (view full description)

Bill Podd

President & Executive Director
Landmark Angels/ Landmark Family Office

Ben Pollara

Campaign Manager
United for Care Florida

Ben Pollara is the campaign manager for United for Care, the campaign to approve medical marijuana in Florida. He has been involved in Democratic politics in Florida since 2002 and serves as a member of Hillary Clinton’s National Finance Committee. Ben is a partner at LSN Partners in Miami, FL.

Ian Ross

Managing Principal
Somera Road

Ian Ross founded Somera Road Inc. in 2014 to take an entrepreneurial and creative approach to value-add, opportunistic real estate in non-core markets. Previously, Ian was a Managing Director at Triangle Capital Group, a firm he helped develop shortly after its inception. At Triangle, Ian managed the Acquisitions and Asset Management units, focusing on the purchase of hard asset real estate, non-performing loans, and securitized mortgage products, as well as the conception and execution of value-add business plans. Ian sourced, underwrote and structured investments, in both the CMBS and CRE arenas, and focused on the development of strategic relationships, firm oversight, and risk management ... (view full description)

Arthur Salzer

Northland Wealth Management Inc.

Arthur C. Salzer is the CEO and CIO of Northland Wealth Management. As the firm's Founder, Arthur is the chief visionary - developing and implementing Northland's strategic plan as well as overseeing all the operations and investments. Arthur also advises the firm's largest and most complex families. Arthur is an active member of the CFA Society, the Family Firm Institute (FFI), the Canadian Association of Family Enterprise (CAFE Canada) and the C.D. Howe Institute. Arthur currently serves as Director on the Board of the Burlington Performing Arts Centre. Arthur is regularly interviewed for his insights and analysis by leading media sources and has been fe ... (view full description)

Marc Sheridan

Sheridan Wealth Advisors

A 25 year veteran of the insurance industry, Marc developed the Forensic Review of Life Insurance®, Forensic Review of Long Term Care and Forensic Review of Annuities process that is helping scores of families unlock the latent and un-utilized value in their existing policies. He has counseled hundreds of individuals, family offices and charitable organizations across the country to understand the myriad complexities in their life insurance (and related tax and estate planning) and explain, in plain English, alternatives that make sense. He has earned a reputation for common-sense strategies that add value, save money and lower risk exposure. He is a frequent Member of the Million Dollar Rou ... (view full description)

James Solomon

Managing Partner
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC ( is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

Richard Stone

Stone Family Office

    Since earning his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile succesful consumer and securities class actions. Rick now spends a considerable portion of his time on managing his family office which he founded. Rick also dedicates a substantial portion of time to philanthropy and is involved with numerous lcoal and national ... (view full description)

Nicole Taylor

T Family Office

Jasraj Vaidya

Managing Director
Amherst Capital

Jasraj Vaidya is a senior research analyst at Amherst Capital Management with more than 10 years of experience in the real estate investment space. Prior to joining Amherst Capital, Jasraj served as the Head of U.S. CMBS & Residential Credit Strategy at Barclays. In this role he led a team of five analysts on U.S. Commercial Mortgage Backed Securities, Asset Backed Securities and Residential Credit Strategy. Prior to joining Barclays in 2008, Jasraj spent 3 years at Lehman Brothers, most recently as an Analyst covering residential credit strategy. Jasraj has an MBA from the Indian Institute of Management and a BE in Engineering from ... (view full description)

W. Colin Walker

Director, Client Advisor
Alex. Brown

  W. Colin Walker is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Palm Beach, Florida. Colin works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning series, liquidity-event strategies, lending and philanthropy. As the key point of client contact, Colin is responsible for assessing client goals, determining priorities and building a team of specialists around each client. He is sensitive to the ... (view full description)

Casey Wamsley

Senior VP
Infinity Capital Partners

Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets, with a focus on alterantives. Prior to joining Infinity Capital Partners, Casey was Managing Director at Collins Capital specializing in alternative investments with advisor firms, family offices and institutions. Collins Capital was aquired by Infinity Captial. Prior to Collins, Casey was the founder and CIO of Phoenician Capital, LLC. He has held leading roles at prominent investment consulting and advisory firms. Casey graduated from Southern Methodist University with a BBA in Finance.

Arthur Weissman

Rastegar Equity Partners

Bill White

SVP & Director of Commercial Real Estate Lending
Wells Fargo Private Bank

  National Director of Commercial Real Estate (CRE) Lending for Wells Fargo’s Private Bank. Responsible for the $1.5B+ in annual CRE loan production and underwriting of CRE lending to Private Banking clients across the US and the oversight of the Private Bank’s $7.5B portfolio. From 2009 to 2011 Bill was a Director in the Special Situations Group at Wells Fargo Bank and responsible for all credit and risk functions associated with a $3B portfolio of troubled/impaired CRE loans in the Southeast. From 2006 to 2009 Bill was a Senior Vice President and the senior credit officer in the Real Estate Financial Services (REFS) group at Wach ... (view full description)

Patrick Zalupski

Dream Finders Homes, LLC

Mr. Patrick Zalupski serves as Co-Founder, CEO and Managing Partner of Dream Finders Holdings, LLC.  Mr. Zalupski is responsible for the overall operations and management, with particular involvement in the origination, underwriting and structuring of all investment activities.  Prior to Co-Founding Dream Finders Holdings, LLC in 2008, he was Managing Partner of Bay Street Condominiums, LLC.  Prior to 2005 he was a Financial Auditor for Fedex Internal Audit Department in Memphis, TN.  He also holds an inactive Florida Real Estate License.  He received a B.A. in Finance from Stetson University in 2003

Katherine Zamsky

Managing Director
Besyata Investment Group

Besyata Investment Group is a NY-based single family office (SFO) focused on acquiring multi-family and retail real estate properties with substantial upside, while pursuing a value-add strategy. Katherine Zamsky focuses on developing strategic partnerships with with family offices and institutional investors and evaluating investment opportunities for the Besyata’s portfolios. Ms. Zamsky has joined Besyata in 2016 from Bank of America, where she structured and ran the private equity funds for the $65B wealth management platform. She managed LP-GP relationships and evaluated investment merits for a variety of sectors, including real estate. In her prior role at Merrill Lynch, Ms. Zams ... (view full description)

Brent Zimmerman

Partner & CEO

  Brent has 16 years of experience in the investment management industry, including over a decade of portfolio management experience with MatlinPatterson Credit Trading and Victory Capital Management. His past experience includes:   Previously Senior Portfolio Manager and owner of MPAM credit trading, responsible for portfolio construction, creating alpha, trading on behalf of the funds in addition to risk management of firm’s portfolios which grew business from $118 million in assets at launch to over $800 million.   Previously served as Managing director and Portfolio Manager at Victory Capital management which over saw $ ... (view full description)

Leah Zveglich

Managing Partner
Aster Club

Leah Zveglich is the Founder and a managing partner of the Aster Family Advisors. She manages advisory services under succession planning, family legacy and leadership. Her expertise is in growth strategy, leadership development and transformation management. As a seasoned entrepreneur and coach, Leah brings value-based solutions to every family. With a vision to create a community of families working together to build lasting family legacies, Leah founded The Aster Club. It is a private world-class legacy club designed for global business families who are committed to successor development, learning from each other and are interested to grow wealth through collabora ... (view full description)
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New York, NY 10036 USA

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


Event Contacts for 2nd Annual Real Estate Family Office and Private Wealth Management Forum (East)


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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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