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

Airframe IO, Co-Founder
Alex Brown, Director, Client Advisor
Allen Harrison Company, Managing Director
Allen Harrison Company, Associate
Allen Matkins, Partner
Allen Matkins, Chief Business Development Officer
American Dream Investment Holdings, Principal
Angulus Capital Management, LLC, Chief Investment Officer
Ansonia Properties, Principal/Acq. Director
AppFolio, Sr. Business Development
AppFolio, BDR
AppFolio, Event Manager
AppFolio, Director of Events
Archway Holdings Corp., President
ARCTRUST, VP, Institutional Capital
ARCTRUST Properties, Inc., VP of Investor Relations
Aries Capital, VP
Aspen Heights Partners, Director of Capital Markets
Asset Preservation Strategies, Inc., President
Aven Financial Group, CEO, Founder
Ballast Investments, Principal
Ballast Investments, Managing Principal
Base Equities, Director of Acquisitions
Base Equities, Principal
BCS Capital Group, Partner
Berkadia, Senior Director
Big V Property Group & Equity Street Capital, Director, Capital Markets
Bleu Construction and Development, Real Estate Attorney/ Developer
Blue Lake Capital, Managing Partner
CALCAP, Founder
CALCAP Advisors, VP, Director of Investor Relations
Campus + Main, President & Co-Founder
Cape Point Development, President
Carlton Fields, Chair, Bus. Trans. & Finance
Carlton Fields, Shareholder
CBD Lewis Investments LLC, Owner
CBUS OZ FUNDS & New City Homes, Partner
Charles Dunn Real Estate Services, inc., Chief Operating Officer
Cherng Family Office, Executive Director
CLA, -
CliftonLarsonAllen, Senior Analyst
CliftonLarsonAllen, Principal, Senior Living Segment Leader
CliftonLarsonAllen LLP, Principal
CliftonLarsonAllen LLP, Managing Principal
CliftonLarsonAllen Wealth Advisors, LLC, Capital Markets Senior Analyst
Cogent Capital Group, Principal
Columbia Pacific Advisors, Director, Investor Relations
Commercial Asset Group, Broker
Common Ground Capital, Chairman
Common Ground Capital, Investor
Common Ground Capital, Managing Director
Commonwealth Land Title, National Commercial Service Sales Exec.
Commonwealth Land Title, V.P. - National Accounts
Continental Properties, VP, Capital Markets
Cornerstone Family Office, CEO
Cowboy Partners, COO/CFO
Craft Capital Investments, Founder / Asset Manager
Creative Housing Associates, President
Crown Global Insurance Group, LLC, President of Institutional Solutions
Dansk Investment Group, Inc. (SFO), General Counsel
Davlyn Investments, Chief Investment Officer
Dealpath, Director, Business Development & Strategic Solutions
Diamond Wealth, Chairman & CEO
Dinoco Development, President
Dorado Peak, Managing Member
Dunleer, Founder
Dwyer Financial, Principal
Eisner Amper, Student Intern
EisnerAmper, Partner
EJF Capital LLC, Senior Managing Director, Head of Real Estate Development
EJF Capital LLC, Senior Managing Director
EJF Capital LLC, Assoicate
Elan Multifamily Investments, COO, Dir Asset Management
Elan Multifamily Investments, Investor Relations
Elan Multifamily Investments, Senior Portfolio Analyst
Elan Multifamily Investments, CEO, Principal
Elan Multifamily Investments, COO, Asset Manager
Emrani & Associates, Director of Acquisitions
Ensemble Capital, Director of Institutional Business Development
Equity Street Capital, Acquisitions & Asset Management
Equity Street Capital, Associate, Investor Relations
Equity Street Capital, Principal
Equity Street Capital, LLC, Founder & Principal
Esplanade Capital, Founder/Managing Partner
Evergreen Property Partners, Co-Managing Member
Fallbrook Capital, Managing Director
Fallbrook Finance, Managing Director
Family Office, Investor
Family Wealth Leadership, President
Fidelity Investments, Senior Investment Manager
Fifield Companies, Founder & CEO
Fight to Fame, Assistant
Financial Architects, Partner
Financial Architects, Chief Investment Officer
Fine Hospitality, CEO
Flagship Capital Partners, Equity Provider
Foundations Investment Advisors, Chief Growth Officer
Four Thirteen, LLC, CEO
Gauntlet Principal Investments, -
Genrich Family Office, Manging Director
George Smith Partners, Sr VP | Equity & Debt
GF Hotels and Resorts, VP, Business Development & Acquisitions
Global Diversified Investments, Founder and Chief Investment Officer
Global Diversified Investments, Valuation and Credit Consultant
Golden Bee Properties, Vice President, Construction & Design.
Golden Bee Properties, Chief Development Officer
Golden Bee Properties, Investments Associate
Golden Bee Properties, Chief Executive Officer
Golden Pacific Capital, Principal & Co-Founder
Golden Pacific Capital, Co-Founder
Goodwin Advisors, Senior Partner
Greenlaw Partners, CFO
GS Capital LLC, Director of Real Estate
Guardian Advisory, LLC, Managing Director
Guernsey Holdings LLC, Partner
Harlow Family Office, Principal
Healthcare Property Growth Fund, SMD-Acquisitions -Capital
Heathside Ventures, COO
Hestia Holdings, SVP
HHS Residential at Highland Homes, Vice President
Highland Homes, CFO
Highmore, Managing Director
Hilton, SVP - Luxury, Lifestyle, Resort Residential & Corporate Development
Hilton, Sr. Dir Luxury Lifestyle & Corp Development
Hotel Investment Group, CEO
Hudson Advisors, Managing Director
IATSE 33 Pension Trust, Trustee
IHP Capital Partners, Managing Director
Income Property Specialists, COO
Income Property Specialists, President
Industrial Value Add LLC, President, Principal
Insight Investment Partners, Senior Vice President, Operations
Insight Investment Partners, Managing Partner
Insight Investment Partners, Partner | Acquisition Director
Integrated Capital Management, Managing Principal
Integrity Brokerage LLC, Chief Executive Officer
Irvine Company, President, Apartment Division
J.P.Morgan Private Bank, Executive Director
Jordan Real Estate Investments, LLC (SFO), Chief Operating Officer
Juniper Square, Business Development
Juniper Square, Head of Field Marketing
Juniper Square, Senior Director, Partnerships & Alliances
Juniper Square, CMO
Karas Partners Inc., Director
Karas Partners Inc., Representative
Karas Partners Inc., President
Kebura Venture Capital, -
Keller Williams Realty South Bay, Realtor
Kennsei Trading, CEO and Private Wealth Manager
Kerymen LLC, CEO
Kerymen LLC, COO
Khal Khaireddin Architects, Principal
Kimble Advisory, Partner
Kittle Capital Markets, LLC, Director
KNR Consulting & Wealth Management, Inc., Financial Advisor
L&L Insurance Agency, President
LaSalle Investment Management, -
Latitude Margaritaville, Division President
LBJ Investments, Principal
LBJ Investments, LLC, CFO
LeaseProbe/RealDiligence, CEO
Lever Capital Partners, Founder and Managing Partner
LFI, Principal
Lion Real Estate Group, Investor Relations Associate
Lion Real Estate Group, LLC, Co-President
Lion Real Estate Group, LLC, Managing Principal
Lionchase North America, President
Living Economy Advisors, Advisor
Lowe Enterprises, Senior Vice President
Madison Capital Group, Capital Markets
Manhattan West, Director, Investor Relations Real Estate
Manhattan West, Director of Acquisitions
Manhattan West, Managing Director
March Capital Management, General Partner
Marcum LLP, National Partner, Real Estate Group
Marcum LLP, Partner-in-charge, Assurance Services
Mark G. Anderson Consultants, Vice President
Mark IV, Vice President
MCA Realty Inc., Principal
McKinney Capital, EA
McKinney Capital, Chief Financial Officer
McKinney Capital, Managing Director - Alternative Investments
McKinney Capital, President & CEO
McKinney Capital, Marketing
Meketa Investment Group, Inc., Principal/Consultant
Merrill Lynch, Vice President, Senior Financial Advisor
MGAC, Senior Vice President, National Business Development
Miekos Properties Inc., President
Minto Communities, Division President - Latitude Marrgaritaville
Minto Communities, President
MJW Investments, President
Modiv, Chief Legal Officer
Modiv, Head of Investor Relations
Modiv, Senior VP of Marketing
Modiv, CEO
Modiv, Chief Investment Officer
Moregain Capital Group, Partner
Moregain Capital Group, Vice President
Morgan Stanley, Financial Advisor
Morgan Stanley Wealth Management, First VP, Portfolio Manager, Fin'l. Advisor
Morgan Stanley Wealth Management, Family Wealth Dir, SVP, Portfolio Mgr, Fin Advisor
Morgan Stanley Wealth Management, SVP, Family Wealth Director
Moriah Group, Director
Moriah Group, Managing Director
Moriah Real Estate Company, President
Murchison Trust, Guest
Muskoka Capital Partners, Founder & CEO
NAWRB, CEO & President
NettWorth Financial Group, Vice President of Investments
NettWorth Financial Group, Financial Planner
New Frontier Financial Advisory, Founder
Newmontis Real Estate Investment Banking, President
Noble Financial Advisors, CEO
Noyack Family Office, Analyst
Noyack Family Office, CMO
Noyack Family Office, Head of Investor Relations
Noyack Family Office, Managing Director
NPV Advisors, Principal
Oak Cap Ventures LLC, Director of Investments
Oak Cap Ventures LLC, Managing Principal
Offerpad, VP, Rental Operations & Direct
Olive Hill Group, Managing Director, Finance
OpenPath Investments, Operations
Optivest Wealth Management, Portfolio Manager
Optivest Wealth Management, Wealth Advisor & COO
Oshay Family Office, Principal
Pacific Alliance Capital Group, President & CEO
Pacific Alliance Capital Group, Executive Vice President
Pacific Oak Capital Markets Group, Chief Executive Officer
Palari, CFO
Pathfinder Development, VP Business Development & Partnerships
Pathfinder Development LLC, Owner/Developer
Pelorus Equity Group, Managing Director
Pelorus Equity Group, Junior Loan Analyst
Pelorus Equity Group, CEO
Pelorus Equity Group, Investor Relations
Pelorus Equity Group, Managing Director & Principal
Pelorus Equity Group, President
Piper Jaffray & Co., Managing Director
Prana Investments, Director of Capital Markets
Prana Investments, Chief Executive Officer
Prime Healthcare, Senior Analyst
Prime Healthcare, Director of investments
Prime Healthcare Services, -
R. L. Rigard & Associates. Ltd., Managing Director
RAJ Capital Management, Operations
RAJ Capital Management, Marketing
RAJ Capital Management Family Office, Founder & Managing Partner
Ravinia Capital Group, Managing Director
Ravinia Capital Group, Managing Partner
RBC Wealth Management, Wealth Advisor
RBC Wealth Management, Senior Vice President, Financial Advisor
Redbrick LMD, Executive Managing Director
Redbrick LMD, Managing Partner
Redbrick LMD, LLC, Managing Director, Capital Markets
Redbrick LMD, LLC, VP, Head of Investor Relations
Ridge Capital Investors, LLC, Director
Ridge Capital Investors, LLC, Principal
Ridge Capital Investors, LLC, Managing Director
Ridgehouse Capital, Managing Partner
Rising Sun Advisors, LLC, President & CEO
Roofstock, Head of Sales and Operations
Rx Financial, Founder and President
Savoie Capital, Chief Investment Strategist
Savoie Capital, CEO, CIO, Head Portfolio Manager
Shultz Investments, Investor
Silver Capital Group, LLC, Managing Partner
Silver Financial, Owner
Simons Financial Network, Founder
Slick Enterprises, Executive Vice President
Sokol Family Office, Managing Partner
Tallsalt Advisors LLC, President
Taylor Street, Managing Principal
The Founders Group, Partner
The Guild, Co-Founder
The Kalt Group, President
The Kalt Group, Acquisitions Manager
The Laughren Group, Chief Investment Officer
Torrey Pines Bank, Vice President, Senior Relationship Manager
Tripe A Partners US, CEO
Tri-Star Income Tax and Financial Services, CEO
True Family Enterprises, Founder & CEO
TSB Capital Advisors, Founder
UBS Financial Services Inc., Senior Vice President, Wealth Management
United Development Group Inc, Chief Investment Officer
Upside Capital, Acquisitions & Asset Management
Urban Renewal Partners, Acquisitions
Urban Wealth Management, Financial Planning Assistant
Vacasa, Institutional Business Dev.
Val Chris Investments, Account Exec
Valbridge Property Advisors, Senior Managing Director
Valbridge Property Advisors, Senior Managing Director of Litigation
Valbridge Property Advisors, VP - Marketing
Valta Energy, General Counsel
Valta Energy, Co-Founder & COO
Valta Energy, Managing Director, Project Development
Velur Enterprises Inc, Land Investment Specialist
Vert Asset Management, CEO & Co-Founder
Vivo Investments, Partner and CIO
Waddell & Reed, Inc., Financial Advisor
Wadsworth Development Group, CEO
Walker & Dunlop, Director, Capital Markets
Walker & Dunlop, Managing Director
Walker & Dunlop, Senior Director
Walker & Dunlop, Senior Vice President
Walker & Dunlop, Senior Vice President - Capital Markets
Walker & Dunlop Investment Partners, EVP
Walker & Dunlop, LLC, EVP | Chief Marketing Officer
Wedgewood, COO
Wedgewood, Senior VP
Western Alliance Bank, Vice President
Whyte & Co., CEO
Zargo Invest, Principal
ZINC Financial, Inc, Social Media Strategist
ZINC Financial, Inc, V.P. Construction
ZINC Financial, Inc, Director of Investor Relations
ZINC Financial, Inc, Investor Relations Officer
ZINC Financial, Inc, President

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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for The 7th Annual Real Estate Family Office and Private Wealth Management Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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