This is a past event please click  HERE  for the upcoming program.

Rod Astarabadi

President
Pacific Castle

Joshua Aven

CEO, Founder
Aven Financial Group

Joshua is a serial entrepreneur coming from the private equity/real estate finance world and has co-founded or invested in many companies.  Joshua Aven is an owner and Chief Executive Officer of Aven Financial Group.  Josh has grown the business into a leading boutique firm with specializations in real estate finance.  Being passionate about the social giving space, Josh has invested and devoted time to for-profit companies which have a model that gives significant portions of their profit to charities and the world's greatest causes.  These companies are the perfect intersection of commerce and philanthropy while impacting the social good envir ... (view full description)

Sean Baird

Director
COLLIERS

Sean has been involved in real estate since 2003 when he began his career in construction working on high-end residential and commercial projects. He attended the University of Central Florida receiving a Bachelor’s in Real Estate Business, and Seminole State College earning an Associate’s in Architectural Design & Construction Technology. Originally joining Colliers in 2011, Sean quickly grew his brokerage practice and by late 2012 began building out the private capital and Tier 2/3 student housing platform. Earning his Master’s in Real Estate in 2017 from the University of Central Florida, Sean is currently a Director for the National Student Housing Group and has been involved in over ... (view full description)

Todd Bancroft

President & CEO
Draper and Kramer

Todd Bancroft is President and CEO of Draper and Kramer, Incorporated, and its parent company, DKH, Incorporated. An industry veteran, his career has spanned a wide range of real estate areas including more than 20 years of experience in law, acquisitions and development, commercial finance, residential management, residential mortgage lending, sales and marketing. Bancroft was appointed President and CEO in 2018 after more than four years as chief operations officer and general counsel, overseeing operations across all four of Draper and Kramer’s divisions including acquisitions and development, commercial finance, residential management and residential mortgage services. In thi ... (view full description)

Gregory Banner

President
Asset Preservation Strategies, Inc.

Greg specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management,  tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses. He is a member of the Business Enterprise Institute and has 32 years of experience working with families and business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business. In 1993, he joined Asset Preservation Strategies, Inc. as a Financial Plan ... (view full description)

Taylor Bennett

Managing Principal
Wilshire Capital Partners, LLC

Prior to Wilshire Capital Partners, Taylor was the Co-Chief Investment Officer for KK daVinci Advisors (“daVinci”), one of the largest real estate opportunity fund managers in Japan. As Co-CIO, Taylor was responsibility for the management of daVinci’s acquisition and asset management departments. From its inception in 1998 through 2008, daVinci-sponsored real estate opportunity funds acquired 208 commercial and residential real estate investments. These acquisitions represented a total investment of more than $11 billion and an equity investment of approximately $2.7 billion. Prior to joining daVinci, Taylor was a Senior Director with Sunterra Corporation, a Management Consultant with Er ... (view full description)

Stuart Bernstein

Partner
CapRidge Partners

Mr. Bernstein is a Partner at CapRidge Partners, an institutional real estate investment firm. He is the former Director of the $2B Emerging Manager Program at the Teacher Retirement System of Texas ("TRS") overseeing investments in early stage or middle market opportunities across real estate and private equity. The TRS Emerging Manager Program consisted of over 130 commitments. Mr. Bernstein was instrumental in the creation of the $6B private markets’ strategic partnership network at TRS. In addition, he served as Chief of Staff to the Chief Investment Officer. Under Bernstein’s leadership the TRS Emerging Manager Program has been recognized across the institutional industry, having receiv ... (view full description)

Alex Bhathal

Founder
RAJ Capital Management

Alexander S. Bhathal serves as Managing Partner and Founder of RAJ Capital, the asset management platform of the Bhathal Family, and co-owner and Executive Director of Sacramento Basketball Holdings LLC, which owns the Sacramento Kings franchise of the National Basketball Association (NBA), Golden 1 Center and is the developer of the Downtown Commons entertainment and sports district in Sacramento and other subsidiaries.  Previously, Alex was named President of RAJ Swim in 2006 and led the largest private equity backed acquisition in the history of the swimwear industry. Alex and his sister, Lisa Merage, continued to operate the company until they both exited the business in 2015. He is a na ... (view full description)

Richard Blumenreich

Principal
KPMG LLP

Richard Blumenreich is principal-in-charge of the Washington National Tax Credit and Energy Advisory Services Group.  For his prior 20 years at KPMG, he was a principal in the Washington National Tax Pass-through Group.  He focuses primarily on tax issues relating to tax credits, partnerships, depreciation, amortization of intangibles, and leasing. Prior to joining KPMG, Rich was with the Internal Revenue Service’s Office of Chief Counsel (1985-1993) where he was an Assistant Branch Chief in the Office of the Assistant Chief Counsel (Pass-through & Special Industries) and an Attorney-Advisor in the Legislation and Regulations Division.  While at the IRS, he worked extensively on re ... (view full description)

Matt Campbell

Principal
Forge Partners

Nitin Chexal

Director-Real Estate
Nimes Real Estate

Nitin Chexal oversees the Nimes Real Estate investment portfolio. Since 2013, Nimes has acquired and operated over 5,000 multifamily units and student housing beds as well as hospitality assets. During his career, he has been involved in the acquisition, development, and asset management of over $2 billion of global real estate. Prior to joining Nimes Capital, Mr. Chexal was the VP of Corporate & Business Development at Counsyl, a successful and profitable Silicon Valley start-up that was acquired. Before that, he worked at Marathon Asset Management as part of the firm's private equity real estate team, acquiring multifamily, hospitality, and office assets. Mr. Chexal began his career at ... (view full description)

Victor Chiang

Founder
Tiberius Family Office

Victor Chiang runs a single-family office mostly based in venture and real estate and a is also multifamily CFO helping Silicon Valley venture capitalists with their back-office needs.

Wally Clark

VP
JG Construction

Wally brings to the organization 41 years of diverse construction experience. During his career he has performed in the capacity of Rough Carpenter, Foreman, Superintendent, Project Manager, Director of Operations, Vice President of Operations and Chief Operating Officer. His diverse range of project experiences aid him with his day to day operations. Notable project experiences include automotive, government, grocery, hotel (extended and full service) Hilton Gardens, Marriott Courtyard, Marriott Residence Inn, Extended Stay, Red Roof Inn, and Hampton Inn., industrial/manufacturing, medical including (OSHPD) Intensive Care/Critical Care Burn Ward/Premi/Hemodialysis and emergency rooms, offic ... (view full description)

David Daneshforooz

Managing Director
Kirin Capital

Anthony DeLorenzo

Executive Vice President
CBRE

Natalie Do

Vice President, Senior Relationship Manager
Torrey Pines Bank

Natalie’s key areas of expertise are in professional service firms, financial service firms, non-profit organizations and family offices.  A Certified Financial Planner®, former entrepreneur and business consultant, Natalie’s secret sauce is her ability and commitment to understand her client’s complex business and financial needs. Prior to banking Natalie worked in commercial real estate, IT and management consulting in Australia, China, Japan and Southeast Asia. She is a world traveler and fluent in 4 languages.  Her clientele ranges from financial technology, private equity funds, mortgage banks, non-profits, real estate investors/developers to ultra-high net worth families.  Natalie help ... (view full description)

Louis Dubin

Managing Partner
Redbrick LMD, LLC

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Rodney Emrani

President
Emrani & Associates

Emrani & Associates is the privately held commercial real
estate investment division of the Emrani family. Under the
hands-on leadership of our Principal, Emrani & Associates
identifies often overlooked opportunities and has earned a
reputation for adding value to each transaction.
Historically, Mr. Emrani has acquired performing and nonperforming
notes, acquired and sold value-add commercial
real estate, and specializes in short fuse transactions to
provide certainty of execution.
Mr. Emrani is a world traveler and an avid tennis player
who resides in Bel Air with his wife, Tanya and two boys,
Ryder and Hudson.

Andrew Fenton

Head of Investment Banking and Advisory
COLLIERS

Bryant Ferber

Managing Director
Azure Partners

Bryant is Managing Director and Head of Acquisitions for Azure Partners, a real estate private equity firm primarily focused on the acquisition of multifamily assets throughout high-growth markets in the United States. 

Since its founding in 2010, Azure has acquired more than $1.6 Billion of assets including more than 8,000 apartments and 700,000 square feet of retail. 

Azure's primary investment objective is to produce superior risk-adjusted returns while giving investors current cash return on equity and minimizing downside risk.

Scott Fifer

Founder & CEO
GO Campaign

Scott Fifer is the Founder & CEO of GO Campaign. A former US Senate aide, NYC Wall Street attorney, and Hollywood screenwriter, Fifer founded GO Campaign in 2006 to help 20 children in Tanzania, and since then GO Campaign has gone on to help tens of thousands of children across the globe. GO Campaign invests in pioneering Local Heroes who are transforming the lives of orphans and vulnerable children in their communities, and connects donors to these high-impact, low-red-tape projects. GO’s diverse portfolio of projects include teaching children in Orange County’s homeless and domestic abuse centres how to code, rehabilitating autistic and special needs youth in East Africa, provid ... (view full description)

Michael Fitzpatrick

Executive Vice President & CFO
Baker Tilly Capital, LLC

Michael Fitzpatrick is a partner of Baker Tilly, a top 15 U.S. accounting and consulting firm, and has been with the firm since 2000. Michael chiefly works within the firm’s wholly-owned FINRA-member broker-dealer subsidiary, Baker Tilly Capital, LLC where he specializes in structuring and offering Opportunity Zone private placement investments. Baker Tilly is neither a fund manager nor a developer.  Bake Tilly serves as a placement agent to offer direct investment in Opportunity Zone projects that pass its rigorous due diligence process. He also specializes in New Markets Tax Credits (NMTC) where he consults with community development clients in the ... (view full description)

Bradley Florin

President
55 Resort Apartments (L3.CO)

Brad Florin is a serial entrepreneur and investor having found success in both technology businesses and real estate development. His early career spanned 9 years in corporation Information Technology with AT&T/Paradyne and John Deere. In 1992 he founded a software company, Acartus, that was focused on high volume document archival, often as a microfiche replacement. In 1996 the company was the first software vendor to provide access to archived documents over the Internet in PDF format. With the help of a stellar team, Acartus grew a customer base of 1,800 customers in 22 countries. In 2005 the company was acquired by EMC (NYSE:EMC) a leading technology company with $1 ... (view full description)

Heath Goldman

President/CEO
ICON Wealth & Legacy Partners

Heath Goldman CSPG (Certified Specialist In Planned Giving) license 0B98871   Heath Goldman PFP, CSPG  Heath Goldman acts as your financial architect and is President/CEO of ICON Wealth and Legacy Partners.  Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning team and worked for PaineWebber in their Private Client Group.   With his experiences, Heath is able to serve as a valuable resource to his client's planning team by systematically addressing each need and helping to aid in achieving his client's objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of ... (view full description)

Gene Guarino

President
Residential Assisted Living Academy

Gene is a Certfied Financial Planner in the US and in Australia.  Gene started investing in real estate at the age of 18 and hasn't stopped since.  After 30+ years investing in SFH, MFH, Commercial and more, today he now focuses on just one thing, Residential Assisted Living.  As the President of the RAL Academy, he teaches others how to enter this lucrative and fulfilling niche in real estate and business. Gene, shares with you the secrets of turning a single family home into a cash flow machine.  How to Earn $10,000 to $20,000 Net Income per home, per month.  How to get TWICE the fair market rent with a long term, low impact tenant. And How you can ... (view full description)

Alan Harden

Family Member
Harlow Family Office

Erik Hayden

President
Urban Catalyst

Responsible for developing more than $3.5B in real estate projects, including over 2,300 residential units in the California Bay Area, Mr. Hayden has experience in acquisition, contract negotiation, due diligence, risk assessment, financing, construction, and disposition of multifamily, single family and large mixed-use and master planned developments. He maintains relationships with a broad network of property owners, enabling him to identify and acquire prime investments. Mr. Hayden also has expertise navigating projects through the entitlement process by working with elected officials, community groups, and political organizations to gain support and get projects approved. 

Jim Hayes

Chief Financial Officer
Draper and Kramer

James Hayes is chief financial officer of Draper and Kramer, Incorporated, and its parent company, DKH, Incorporated. He is responsible for financial operations and capital management for the company and its divisions, including residential and commercial development, acquisition, property management and leasing; debt and equity financing for commercial properties; and residential mortgage services through affiliate Draper and Kramer Mortgage Corp. The Chicago-based real estate services firm, which has invested $420 million over the last five years, currently has $1.2 billion in assets under management; active real estate developments totaling $300 million; and 8,000 multifamily units under ... (view full description)

Jared Hutter

Principal & Co-Founder
Aptitude Development

Jared Hutter co-founded Aptitude Development (and its predecessor BLVD Equities in 2014) with the intention of building ground-up purpose built student housing throughout the United States. Jared's expertise and focus is on picking new markets, entitling the projects, and developing the best student housing locations around the country. With Aptitude, Jared oversees all site selection and acquisitions, market/ site feasibility and financial analysis, equity raise and investor management Prior to starting his own firm, Jared was involved in the building, purchase, and management of several hundred million dollars of real estate throughout all sectors. Jared Hutter holds a Bachelors of S ... (view full description)

Adrienne Jubb

Vice President, Development
Marriott International

Adrienne Jubb is Vice President of Development within the western region for Marriott International’s Select Brands.  She is responsible for franchise and managed growth of Courtyard, Sheraton Four Points, SpringHill Suites, Fairfield Inn and Suites, AC by Marriott, Aloft, Moxy, Residence Inn, Element by Westin, and TownePlace Suites within southern California and southern Nevada. Adrienne joined Marriott from Starwood Hotels and Resorts, where she previously focused on managed development on the west coast and Hawaii.  Her experience includes iconic hotels such as the Kyo-ya Portfolio in Hawaii and the under-development W’s in Bellevue, Downtown Los Angeles and Aspen. Prior to j ... (view full description)

Michael Kalt

Principal
Partners Path Capital

Michael founded Partners Path in 2013, to invest across multiple sectors, primarily real estate, on behalf of a select group of ultra-high net worth individuals. Prior to his time at Partners Path, Michael was Senior Vice President of Development and Business Affairs for the Tampa Bay Rays, where he was part of the core management team that dramatically turned around what had been one of the most under-performing franchises in professional sports.  Michael previously worked in Mayor Bloomberg's office as a senior policy advisor to the New York City Deputy Mayor for Economic Development.  In that capacity, he managed relations between the Mayor’s Office and the city’s Economic Development Cor ... (view full description)

Afshin Kateb

CFO
Nimes Real Estate

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

Patrick Kennedy

Owner
Panoramic Interests

Patrick Kennedy is the owner of Panoramic Interests, a development firm that has been building housing, live-work space, and commercial property in the Bay Area since 1990. The firm has focused on dense, mixed-use, mixed-income, infill developments, typically financed with private funds. All of the multi-family housing projects include below market rate units. The firm’s projects incorporate the Smart Growth principles designed to discourage auto use, mitigate sprawl, encourage local business, and enhance the pedestrian streetscape. Mr. Kennedy grew up in the East Bay, and attended Claremont McKenna College, majoring in Economics and English. He is a former member of the Carpenters Union and ... (view full description)

Eric Kim

COO
InvestReal

Eric is Chief Operating Officer of InvestReal, a data-driven real estate marketplace connecting investors with developers in Qualified Opportunity Zone projects, supported by artificial intelligence. The platform allows accredited investors to evaluate listed QOZ projects with standardized and transparent metrics, and invest at the project level with the developer partner to mitigate the inefficiency of blind pool funds and crowdfunding models. Eric is responsible for all of the company's operations, including strategic and capital initiatives in driving overall growth and scale. Eric has 17 years of experience in operations, capital markets, investment management and investment banking. ... (view full description)

Kip Kolson

President
Family Wealth Leadership

Kip Kolson entered the financial services industry in 1967. As Vice President and head of the real estate department at Bank of America's Newport Center office, Kip managed the office’s real estate loan portfolio.  He then spent fifteen years in commercial real estate development and management developing office, retail, industrial centers and mixed-use projects. Because of the real estate recession in 1993, and his desire to have a greater impact alleviating the negative impact wealth has on families, he pursued a career in inter-generational wealth transfer and family office management. Family Wealth Leadership, which he manages with his son, Kevin, was formed to help families ... (view full description)

Steve Kwong

Vice President, Senior Financial Advisor
Merrill Lynch

Steve Kwong brings to Merrill Lynch over nineteen years of investment and wealth management experience. He works with a select group of clients and offers advice and guidance to help them meet their investment and financial objectives. His comprehensive approach strives to integrate one’s goals in life to the investment planning process. This includes a thorough review of one’s most important aspirations for their family, and developing strategies for a wealth management plan to help them reach their short and long-term goals. Prior to Merrill Lynch, Steve served the high net worth community at Credit Suisse and U.S. Trust Company. In 2000, he helped establish the de novo office for Neuberge ... (view full description)

Sanyu Kyeyune

Program Manager
IMN

Todd Laurie

EVP-Investments/Partner
Baceline Investments LLC

Todd is responsible for Capital Development (debt and equity), Investor Relations, Acquisitions, Dispositions, Legal, Marketing and Public Relations. Additionally, he is responsible for investment structure and overseeing due diligence activities for institutional investors. He has been integral to growing the firm’s assets under management by playing a direct role in the capitalization and acquisition of over 70 properties valued at over $300 million. Todd, graduated from the University of Colorado, Colorado Springs, with a bachelor’s degree in Psychology, and was a member of Psi Chi.

Robert Lazaroff

Vice President
Michelson Realty Company

The Michelson Organization began operations in 1927. Since then, The Michelson Organization and its affiliates (Michelson) have developed specialties in the management, leasing, acquisition, construction and disposition of high quality multifamily residential properties. Michelson currently operates approximately $1 billion of income producing properties, providing a full spectrum of services related to the management, acquisition and development of real estate projects.   Michelson acquires core, core-plus and value added properties in major metropolitan areas, as well as growth sub-markets.  Our outstanding team and our local market expertise deliver attractive risk-adjusted re ... (view full description)

David Luo

Executive Director
Cherng Family Office

• Leads the Real Estate Development and Investment functions within CFT. Pursues real estate development and non-real estate investment opportunities to enhance CFT. • Develops, builds, and maintains relationships and partnerships with critical internal and external stakeholders. Builds network with national and regional retail and small tenants, landlords, and developers. • Leads all associates within CFT Real Estate Development, managing, coaching, and developing managers and professionals. Responsible for selecting, hiring, and retaining staff and developing and elevating associate performance to support CFT’s strategies. • Identifies and analyzes real estate development ... (view full description)

Jeremy Lurey

President & CEO
Plus Delta Consulting, LLC

Dr. Jeremy Lurey is the President and CEO of Plus Delta Consulting, LLC. Dr. Lurey is a talented and trusted CEO Coach and Family Facilitator who helps his clients identify their key objectives and take the necessary actions to achieve those personal and professional goals. With 25 years of progressive experience as a management consultant and organizational psychologist, Dr. Lurey serves clients ranging from multi-generation families of significant wealth to mid-market companies to Fortune 500, multi-national corporations. His clients regularly acknowledge his unique ability to get them unstuck and guide them to the next level while doing so in a way that is compassionate, suppo ... (view full description)

John Lustgarten

CIO
Summit Equity Investments

John Lustgarten is CIO of Summit Equity Investments, the second generation of a family office that has been investing in value-add real estate throughout the US for 50 years. In addition to investing directly in its own deals, Summit partners with other carefully-vetted real estate sponsors. 

Among Mr. Lustgarten's previous roles, he served as Director at Lowe Enterprises Investors, a then $3B AUM investment manager, where he executed mezzanine debt & preferred equity strategies through two institutional, discretionary funds. He also served as Finance Director at CIM Group, a $30B AUM investment manager.

Dan Magder

Managing Director
Center Creek Capital

Dan founded Center Creek Capital Group, which oversees Center Creek Housing Fund II, a single-family rental fund that invests in Florida, Georgia, and Virginia.  Center Creek also provides advisory services in mortgage capital markets and originations/servicing strategy.  Previously, he was a Director of Investments for Lone Star Funds, a $30B private equity fund specializing in distressed debt, where he opened their Washington DC office in 2009 and focused on sourcing assets through partnerships with government agencies including Treasury, the Federal Reserve, the GSEs, and HUD.  Dan previously worked as an investment banker and as a Director of Corporate Development at Capital One, where h ... (view full description)

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

Monica Mehta

Director of Key Accounts and Business Development
Vivaldi Capital Management

Monica is responsible for strategic relationships and business development efforts for Vivaldi Capital Management.  Monica joined Vivaldi from Morgan Stanley where she spent 15 years within the prime brokerage division in New York, London and Chicago focusing on business consulting and sales initiatives including leading the prime brokerage efforts in the Midwest.  Monica received her B.S in Management Information Systems from University of Illinois – Urbana, Champaign.
 

David Meulmester

Partner, Tax
KPMG LLP

David Meulmester is Tax Partner in Charge for our Orange County office.  Previously, he was in the Montvale, New Jersey office, where he served as the National Partner in Charge of the Tax Technology Practice, leading the development of software applications and tools that assist KPMG tax professionals in their client service needs. Prior to this he served as the Northeast leader for the real estate tax practice from our Stamford, CT office. His clients have included real estate companies, real estate funds, private equity funds and fund of funds, hedge funds and other companies in a variety of industries. His career has also included Professional Practice Partner responsibilitie ... (view full description)

Doug Michie

Financial Advisor
Ventura Coast Wealth Management

Doug Michie is a Certified Financial Planner® and the principal of Ventura Coast Wealth Management.  His office is located in Ventura, California. He brings a depth of multi-disciplinary experience and education to his role in providing financial guidance. Doug began his work life when he entered the military at age 17. After his service ended, he began college on the GI bill, graduating from U.C. Davis with a B.S. in Biochemistry in June 1978. Doug was then accepted into the rigorous law program at Pepperdine University. There he received his Juris Doctorate legal degree, cum laude, in December 1980. He immediately be ... (view full description)

Milka Micic

Executive Director
J.P.Morgan Private Bank

Milka Micic is an Executive Director within J.P. Morgan’s Private Bank. As a Client Advisor, Milka is responsible for advising wealthy clients regarding their banking, investments, estate planning, lending and more. She partners closely with her clients’ outside advisors to meet lifestyle needs, leave a legacy to future generations, fulfill philanthropic goals, and other objectives.   Prior to joining J.P. Morgan, Milka headed investment and credit operations at Crosby & Woodard Enterprises LLC.   Milka holds her B.A. from Loyola University Chicago and her MBA with a concentration in International Business and Finance from Roosevelt University. She also holds a Ma ... (view full description)

Sheryl Morehead

VP-Capital Markets
Sunstone Properties Trust

Sheryl Morehead oversees Capital Markets for Sunstone Properties Trust, a private equity real estate investment firm headquartered in Westlake Village, California. Sunstone develops and repositions industrial and multifamily real estate in Florida, Texas, Utah, Puerto Rico and California. Sunstone is currently raising its fifth and sixth equity funds including a $100mm Opportunity Fund.  Prior to joining Sunstone, Ms. Morehead held positions in both the financial services and real estate industries. She served as chief credit officer for First Los Angeles Bank and Opus Bank as well as president/chief executive officer of First Bank. Ms. Morehead's career includes retail developme ... (view full description)

Benjamin Nazarian

General Partner
Parkview Financial

Randy Norton

Managing Partner
Green Mesa Capital, LLC

Mr. Norton is a Managing Partner, the Global Head of Real Estate and Alternative Investments at Green Mesa Capital (GMC), a single family office based in Henderson, Nevada. Mr. Norton currently serves as a Director of VeriComply, Inc., a FinTech start-up, serves as a Trustee for the City of Henderson Nevada Public Improvement Trust, and is an Advisory Council Member at the UNLV Lee Business School-Lied Institute for Real Estate. After graduating with University Honors in Korean and Business from Brigham Young University’s Marriott School of Management, and the Harvard Graduate School of Design, Mr. Norton completetd executive education at the Columbia Business School-Heilbrunn Center for Gra ... (view full description)

Patrick O'Meara

Managing Principal
Taylor Street

Patrick O’Meara is the Managing Principal and Founder of Taylor Street, a full service real estate group of commercial and residential investment sales, capital advisory, investment, property management and design companies.  He is also the Designated Broker of Taylor Street Property Management. In his 20-year career, Patrick has invested, managed, financed or sold over $5.2 billion of commercial and residential real estate nationwide for institutional and private clients and for his portfolio. Though a specialist in multifamily, retail, and office, he also has financed and invested in student housing, industrial, hotels, manufactured housing, self-storage and land development. I ... (view full description)

Andrew Oshay

Principal
Oshay Family Office

Neel Patel

President
OM Pacific Capital

Neel Patel is President and Founder of OM Pacific Capital, a Private Wealth Management Firm serving clients around the world. He brings a wealth of experience from the world of investing with a strong expertise in asset allocation strategies across multiple asset classes including Equities, Fixed Income, Real Estate and Alternative Investments. He is also a General Partner at S V Capital Partners, a Global Long Short Equity Fund based out of Palo Alto, CA.  He also is a General Partner at Aceso Technology Partners, a Venture Capital Firm.  Previously, he was a Vice President with Bank of America Merrill Lynch where he focused on Institutional and Ultra-High Net Worth individuals from ... (view full description)

Sanat Patel

Managing Partner
Avana Capital

Sanat Patel is co-founder and Chief Sales Officer for AVANA Capital, a commercial real estate debt fund. He has been in the commercial banking industry for over two decades and currently leads the sales team at AVANA Capital. Sanat enjoys meeting business owners and bringing them solutions to grow their business. With over 26 years of experience, Sanat's strength is in being adaptive and driven in all aspects of his work. His sense of reward is in contributing to the success of his team and his clients. He has been instrumental in driving AVANA’s loan volume to over $1.3 bn, including more than $150MM in ground-up hospitality financing over the past two years and a forecast based on pipeline ... (view full description)

Jonathan Pharris

President
Caprock Partners

Jonathan (Jon) Pharris is Co-Founder and President of CapRock Partners, where he spearheads all acquisitions for the firm’s investment funds, overseeing a team of best-in-class commercial real estate professionals. Upon full build-out of CapRock’s current portfolio, Pharris will have successfully directed CapRock’s acquisition and development of more than 12 million square feet of industrial product totaling more than $1.6 billion of value since 2010. Pharris was instrumental in raising the company’s first fund, which focused on non-performing notes, REO properties, and distressed industrial assets. Th ... (view full description)

Michael Polley

President
1st Commercial Realty Group

Started in commercial real estate in 1978 working with syndications of multi family and industrial real estate throughout the southwest. Founded 1st Commercial in 1985 to manage commercial real estate for family offices and HNW individuals in the US and Pacific Rim. Licensed as a real estate broker in Hawaii, California, Arizona, Nevada, Oregon and Washington.

Joshua Pukini

Managing Partner
AB Capital

Mr. Pukini is a Principal of both Cal Pac Capital & AB Capital. He is an innovative and accomplished leader with 15+ years of experience in privately funded real estate investments. A results-focused entrepreneur, Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital. An adept negotiator and strategist, Mr. Pukini is responsible for managing the firm’s total investment portfolio, evaluating deal risk & structuring opportunistic real estate ventures. Mr. Pukini is a licensed Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies. 

Josh Roach

Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments

Benoit Rochard

Vice President
CFH Investment Partners

Benoit Rochard joined CFH Investment Partners in early 2017 as Vice President. At CFH he leads the acquisition, financing and disposition of multifamily opportunities throughout the United States as well as being a member of the investment committee. During his tenure with CFH, Benoit has acquired 1,240 units totaling over $200 million in cumulative value, and led transactions totaling over $350 million. CFH Investment Partners is the real estate division of Capital Family Holdings an Austin based single family office.
 

Jay Rogers

Executive Director
Bergendahl Holdings

Jay Rogers is an investment management professional and entrepreneur with over two decades in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He is now  a trusted advisor to several family offices and is instrumental in syndicating private investment opportunities among family offices and institutional investors nationwide. These opportunities include real estate, private equity, and venture capital. Jay also acts as advisor to several Native American Tribal Nations in the area of economic development and investment opportunities.  An advocate for tribal independence he ... (view full description)

Jay Rollins

President
JCR Capital

Mr. Rollins is the President of JCR Capital. In addition to leading the firm and setting JCR's overall strategy, Mr. Rollins' day-to-day responsibilities are primarily focused on transaction sourcing and underwriting. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage, where his team focused on making opportunistic loans to transitional multi-family, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, an "RTC era" real estate investment company. As General Partner, Eastern Realty resolved, repositioned and sold the distressed notes and REO. These disposition efforts included de ... (view full description)

Dan Rosenbloom

Co-Head Investments
CADRE

Dan is a Managing Director and co-head of the Investments Team. Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Properties and GEM Realty Securities. Before GEM, Dan was Vice President at Fortress Investment Group, where he focused on acquisitions and originations of equity, mezzanine debt, and other subordinate debt secured by real estate assets and operating companies. Prior to that, Dan worked in J.P. Morgan’s syndicate and leverage finance group, focusing dan  primarily on the real estate industry, and at Jones Lang LaSalle (NYSE: JLL), assisting with as ... (view full description)

Bleecker Seaman

Co-CEO
Broadshore Capital Partners

Bleecker P. Seaman, III, Co-Chief Executive Officer of Broadshore Capital Partners with shared responsibility for oversight and management of the firm’s investment management business. Broadshore is jointly owned by Guardian Life Insurance Company of America and Broadshore’s senior management team.  Mr. Seaman is chairman of the firm’s Investment Committee and is actively involved in investment strategy, portfolio management and client servicing on behalf of the firm’s clients.    Previously, Mr. Seaman served in a similar capacity for Broadshore’s predecessor company, Lowe Enterprises Investors.  He also held positions as CFO and as an Acquisition Officer in Low ... (view full description)

Jake Sharp

CEO
Jake Sharp Group

Jake Sharp has a unique background that grew into an exciting career in the CRE space for 27 years and counting.  Jake started working at the early age of 14 as a sponsored and then professional skateboarder based in Southern California where he traveled for most of his teenage years to major cities throughout the United States for sponsors such as Dogtown Skateboards, Santa Cruz Wheels, Thunder Trucks, Etnies Shoes, and many more. Skateboarding is where he learned his life motto “Never Give Up,” which defines his life and work ethic to this day and the work ethic for all who join him in his namesake CRE firm Jake Sharp Group.  A knee injury at the age of 19 would transition Jake from the wo ... (view full description)

James Solomon

Principal & CIO
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 25 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 (SVP Acquisitions) and Soros Fund Real Estate (EVP). ... (view full description)

Neil Soskin

Owner
Neil Soskin Commercial Real Estate Services

Neil Soskin is the founder of the commercial real estate advisory firm that carries his name. Neil began his commercial real estate career after obtaining his CPA and completing an MBA from UC Berkeley. Shortly thereafter, he joined The Taubman Company, an international leader in the shopping center business. During his six years with the company he developed a deep understanding of the retail real estate business, and leasing in particular. Neil then built his first independent advisory and brokerage firm, representing both tenants and landlords. Five years later, Neil was recruited to Score Education Centers, a start-up company providing educational enrichment to pre-teens and teens. ... (view full description)

Larry Steinberg

Chief Investment Officer
Financial Architects

Larry Steinberg, is a well‐known financial adviser, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at conferences and industry events. Larry serves two roles within Financial Architects. He serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios as an endowment model advisor, using alternative and traditional investments focusing on after tax returns for IRAs, trusts, qualified retirement plans, donor advised funds and captive insurance. Larry has a strong focus on tax strategy as that is often the client’s largest impediment to growing their net worth and gaining financi ... (view full description)

Joe Strazzeri

Partner
The Founders Group

Attorney and Counselor for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author.As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 15 years of experience as an attorney to counsel families and business owners. Through 5 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next”, as well as protects families and their assets.The Southern California Institute – Thought Leader Community providing resources, education and advice via collaborative think tanks, events, programs, ... (view full description)

Rick Takach

Chairman & CEO
Vesta Hospitality, LLC

Rick Takach, Jr. is Chairman and CEO of Vesta Hospitality. In 1996, Rick founded Vesta Hospitality with a vision of creating unique hotels that offer the finest in quality and service. With more than 35 years of experience in the hotel industry, he has earned a reputation for attracting and retaining talented hospitality industry professionals who in turn create profitable hotels with outstanding customer satisfaction.   Takach is an active community & industry leader generously giving his time as an active member to many organizations including the Vancouver Rotary Club which earned him Rotarian of the year in 2008, the Vancouver National Historic Rese ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf o ... (view full description)

Bill Truax

President
Galena Fund

Jeffrey Verdon

Managing Partner
Jeffrey M. Verdon Law Group, LLP

Jeffrey M. Verdon, Esq., is the managing partner of Jeffrey M. Verdon Law Group, LLP, one of Orange County’s premier comprehensive estate planning and asset protection law firms.  The firm’s estate and trust planning group focuses on protecting the affluent family and successful business owner by integrating advanced estate and income tax planning with the “firewall” protections afforded by effective asset protection planning. 
 

Jonathan Wintner

President & CEO
Winstar Properties

Jonathan Wintner is a Co-Founder, the CEO and President of Winstar Properties, a Los Angeles based Real Estate Investment and Management Firm. In his capacity, Mr. Wintner spearheads the sourcing, negotiating, decision making of all acquisitions, decision making on disposition of assets and overseeing the entire day to day operations of the Management Company. Under the leadership of Mr. Wintner, Winstar Properties has acquired over 110 properties and 3,800 apartment units totaling over $780,000,000 in asset value since November 2008. After studying abroad in Israel for a year after High School, Mr. Wintner attended College at Yeshiva University in New York City  with a BA in Economics ... (view full description)

Dominic Zamora

Principal
CliftonLarsonAllen LLP

Profile Risk management (rather than return management) is the overarching principle governing Dominic’s handling of his high net worth clients’ investment portfolios. His asset allocation strategy relies on four financial disciplines: an evaluation of macro-economic risks, an assessment of the market’s technical structure, a valuation of assets that are reasonably priced within historical context, and an understanding of sound opinions contrary to majority sentiment on particular investments. Education and professional involvement Juris Doctor at Gonzaga School of Law Bachelor’s of business administration degree from Boise State University, Boise, Idaho ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


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

E-mail: mail@imn.org


Event Contacts for The 5th Annual Real Estate Family Office and Private Wealth Management Forum (West)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password