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Gregory Banner

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 Finan ... (view full description)

David Berneman

Chief Executive Officer
Golden Bee Properties

Founded in 2011, Golden Bee Properties is a full-service real estate asset management firm that invests in workforce housing across Southern California and Southern Nevada. The firm invests in areas with strong job growth and specializes in working with housing assistance providers to meet the needs of today’s urban workforce.    The company's vertically integrated operation is headquartered in Los Angeles, CA. With approximately $150 million of real estate currently under management along with the experience of another $100 million in assets that have gone full cycle, Golden Bee Properties has the breadth of experience required to work with global investors in placing their capi ... (view full description)

Alex Bhathal

Co-Owner Sacramento Kings & Managing Partner

Alex Bhathal is Founder, Executive Chairman, and Managing Partner of Revitate, building upon the legacy and success of the RAJ Capital family investment office. Alex is co-owner and Executive Director of Sacramento Basketball Holdings, which owns the Sacramento Kings, Golden 1 Center and Downtown Commons entertainment and sports district. He is also Managing Partner of RevOZ Capital, a leader and early adopter in Opportunity Zone real estate investing; Senior Operating Partner of Rx3 Growth Partners, a consumer growth fund; a Board Director for Compass Diversified (NYSE: CODI), Mark IV Capital, and Aspyr Holdings. Alex is a member of YPO and earned his B.A. from the University of Californ ... (view full description)

Alfred Branch

Moriah Real Estate Company

Alfred co-founded MREC in 2008. Prior to that, he was Managing Director of Trammell Crow Company ("TCC“) in Oklahoma City. His responsibilities at TCC included the brokerage, property management and development operations for 150 employees and over 6 million square feet of property including the management of the corporate facilities for Kerr-McGee and Hertz corporations. During Mr. Branch's twelve-year tenure with TCC, he gained extensive experience in project leasing, investment acquisitions, dispositions and project management prior to his appointment to manage the operations. Mr. Branch also served as the Executive Vice President, Acting President and Chief Operating Officer at Oklahoma ... (view full description)

William Bullock

Division President
Latitude Margaritaville

Bill joined Minto USA in 2009 and drove Minto's core homebuilding expansion into various markets throughout the southeast.  In concert with the announcement of the Margaritaville - Minto partnership, he oversees the Latitude portfolio of large scale 55 and better residential active living communities located in Daytona Beach, Hilton Head and Watersound (Florida Panhandle).  In addition, Bill is focused on expanding the Latitude Margaritaville footprint throughout the country. Prior to joining Minto, Bill spent 15 years working with private and public home builders. Bill graduated from the University of Central Florida with a Bachelor of Science degree in Environmental ... (view full description)

William Cockrum

Senior Vice President
Lowe Enterprises

Lowe is a privately owned, diversified and vertically integrated national real estate organization specializing in commercial, residential and hospitality property.  The firm currently manages more than four million square feet of commercial and industrial space; over 7,000 apartment units and approximately 17,500 units in over 80 hotel and resort properties in eight countries (including Lowe’s affiliates).  With its headquarters in Los Angeles and five regional offices located in Denver, San Diego/Orange County, San Francisco Bay Area, Seattle, and Washington, D.C, Lowe has invested in and/or managed $28 billion of real estate over 45 years.  Bill joined Lowe in 2012 and has a leaders ... (view full description)

Yolanda Dawson

Keller Williams Realty South Bay

Dr. Yolanda Dawson is a native of Southern California, author and educator who decided to follow the heartbeat of entrepreneurship and transitioned from a 15 year career in Higher Education/Student Affairs working with hundreds of students, faculty and staff. She moved to the Real Estate market to expand her reach to help families with their dream homes, counsel individuals through the process of homeownership and educate people on the pros and cons of homeownership, investments, wholesales and all things real estate. Dr. Yolanda is a business partner with Keller Williams South Bay. She enjoys working with buyers and is also a First Time Buyer Specialist (FTBS) with the ... (view full description)

Ron Diamond

Chairman & CEO
Diamond Wealth

Louis Dubin

Managing Partner
Redbrick LMD

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 l Principal
Washington Place Equity

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 areputation 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.

Steven Fifield

Founder & CEO
Fifield Companies

Steve Fifield founded Fifield Companies more than 40 years ago and has grown the business on a foundation of ingenuity, honesty, transparency and integrity. Led by Steve’s entrepreneurial spirit, the company has executed more than $7 billion in developments with 21 million square feet of residential and office projects, comprising 13,000 residential units and 8.7 million square feet of commercial space. With an emphasis on economic feasibility and long-standing partnerships, he continues to drive the company to develop legacy buildings and multifamily brands that define the markets where they are located. Steve has received numerous awards for development, design and innovation i ... (view full description)

CJ Follini

Managing Principal
Noyack Capital

LinkedIn : CJ Follini is the Managing Principal & CIO of NOYACK Capital ( , a fast growing alternative investmenger emplying Web3 blockchain tools and tokenization to securitze their investment offerings. Basically, the Blackstone of Web3. Their offering run the gamut of high Sharpe ratio, yield driven REIT's investing in the real estate of global supply chains - dry warehlousing, cold storage, life science facilities, general healthcare buildings & mobility hubs aka re-purposed parking garages. CJ Follini has more than 38 years of investment experience in commercial real estate and vent ... (view full description)

Jason Galardy

Vice President of Investments
NettWorth Financial Group

Peter Gilfillan

Conference Producer

Travis Goad

Managing Director & Principal
Pelorus Equity Group

Aaron Halfacre


Mr. Halfacre is charged with crafting company-wide strategy and accelerating business growth at Modiv Inc. With his long track record of institutional-grade investing, he has sparked a new vision and direction for Modiv that prioritizes responsible stewardship, innovation and purposeful growth. A seasoned executive with over 25 years in the industry, he has been involved with over $12 billion of capital markets transactions and previously held positions including President at RealtyMogul, President and CIO of Campus Crest, and senior leadership roles at Cole Real Estate Investments, BlackRock and Green Street Advisors. Mr. Halfacre is a Chartered Financial Analyst (CFA) and Chart ... (view full description)

Tony Hallada

Managing Principal
CliftonLarsonAllen Wealth Advisors, LLC

Tony has a broad range of experience in his over 25 years in the capital markets and financial services industry. His experience includes investment banking, institutional fixed income sales, investment product development, advising high net worth clients and senior leadership positions. Prior to joining CLA Tony served as a Vice President at John G. Kinnard and Company and Nuveen investments. Tony joined CLA in 2001 helping lead, build, and develop the wealth management service for the firm. Today Tony focuses his time developing boutique private investment solutions and serving the most sophisticated and affluent clients of the firm. One differentiator that our clients like in ... (view full description)

Chris Knoppe

CBUS OZ FUNDS & New City Homes

Chris Knoppe is President and co-founder of CBUS OZ FUNDS in Columbus, OH. Through the large-scale acquisition and renovation of distressed housing units within the urban neighborhoods of Columbus, CBUS OZ FUNDS builds value for its investors while also improving local neighborhoods in a dramatic and meaningful way.  After the successful debut of Fund I in 2019, Fund II began acquiring properties in early 2020 and Fund III is being planned for mid-2021. Chris and has been a principal in over 1,000 real estate transactions since 2007, having navigated market cycles while executing successful investment strategies across many segments of the real estate industry including distresse ... (view full description)

Kip Kolson

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)

Ty Lee

Managing Director
Common Ground Capital

Ty Lee has served as the Managing Director of Common Ground Capital, LLC since its inception in March of 2021. From 2004 to 2014, Mr. Lee practiced architecture with some of the most prestigious global architecture firms in the Country. Starting in 2014, Mr. Lee began the transition to the development side of the industry. While at CBRE, the world’s largest real estate company, he managed over $100mm of asset value and worked closely with principals and executives. Mr. Lee’s development experience includes commercial and residential asset classes totaling over $500mm. To date, Mr. Lee’s average returns exceed 20% IRR and 1.75x equity multiples. In order to achieve these returns for inv ... (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)

Chris Ly

Managing Director - Alternative Investments
McKinney Capital

As the Managing Director of McKinney Alternative Investments, Chris is specialized in cannabis real estate and cannabis operational value-add investments. Chris has raised over $25 million to acquire over $38 million in cannabis assets. McKinney’s cannabis portfolio has 138,000 square feet of assets under management spanning across three states. Having started 12/12 Palm, the cultivation company that supplied Tommy Chong’s signature brand, he is a trusted thought leader bridging the gap between cannabis industry players and Wall Street-like investors.

Neil McKinnon

Chief Executive Officer
Prana Investments

Neil McKinnon serves as President, Chief Executive Officer, and as a Director of Prana. He joined the company in 1996 and oversees its day-to-day operations. Previously, Neil worked for twelve years at Yarmouth Group, an institutional real estate investment manager with assets of $5.5 billion under management, where he was director of portfolio management and regional manager for the Los Angeles office. In addition, he was a shareholder and served on the company’s board of directors. Neil holds a Masters of Business Administration from the Wharton School and a Bachelor of Arts degree from Stanford University. Prana Investments, with more than 30 years of experience, invests in re ... (view full description)

Keaton Merrell

Managing Director
Walker & Dunlop

With over 21 years of commercial real estate experience, Keaton Merrell, Managing Director, is responsible for nationwide loan origination and focuses on multifamily, office, retail, and industrial properties. Throughout his career, Mr. Merrell, has originated over $2.5 billion in loans and is based out of Walker & Dunlop’s Phoenix, Arizona office. Prior to joining Walker & Dunlop, Mr. Merrell was co-founder and principal of Legacy Capital Advisors and has been active in the Phoenix market since 1998. Mr. Merrell has focused on capital advisory services including mortgage banking, mortgage brokerage, and direct mortgage lending. Throughout his career, he has been a direct Fanni ... (view full description)

Trisha Miller

Executive Managing Director
Redbrick LMD

Trisha A. Miller is Executive Managing Director of Capital Markets for Redbrick LMD, a Washington DC-based developer of commercial real estate and the largest private owner of property located in Opportunity Zones in the District of Columbia. Ms. Miller oversees fundraising, investor relations, marketing, operations and product development for Redbrick LMD.  Ms. Miller has over thirty five years of experience working with various wealth management platforms in the distribution of alternative investments, specifically real estate funds, as well as 1940 Act funds.  Previously Ms. Miller was Executive Managing Director of Robert A. Stanger where she served as a consultant to institutional real ... (view full description)

Eli Moghavem

Base Equities

Eli Moghavem is a Founder and Principal at Base Equities, a preferred equity fund manager that focuses on providing small balance ($1-$5MM) preferred equity investments to established sponsors in value-add real estate in the U.S.  Eli is responsible for the strategic planning, deal structuring, diligence review and underwriting at the company. Eli oversees all day to day activities, including creation of investment strategies, equity capital markets activities and asset management.   Prior to joining Base Equities, Eli was a Principal at LaSalle Debt Investors (“LDI” formerly Latitude Management Real Estate Investors). LDI is a subsidiary of LaSalle Investment Managem ... (view full description)

Ryan Morita

Managing Principal
Oak Cap Ventures LLC

Oak Cap Ventures, LLC (“Oak Cap”) is a boutique private entrepreneurial investment group focused on value investing in the net leased retail and shopping center sectors. Oak Cap focuses on identifying inefficiencies in the market to create above average returns for their capital partners.Ryan Morita founded Oak Cap in Q1-2020 after a nine-year career in the commercial real estate brokerage industry. Ryan has been involved in over $1.0 billion of retail transactions across the country throughout his career including the acquisition and disposition of $115 million of assets for OCV. Ryan is also the President and Co-Founder of Guernsey Holdings LLC ... (view full description)

Chase Nystedt

Capital Markets
CliftonLarsonAllen Wealth Advisors, LLC

Chase Nystedt, Capital Markets Senior Analyst, is responsible for sourcing high quality real estate Sponsors across the country that are seeking institutional equity partners (real estate Funds, Family Offices, etc.). Multiple development partners will be in attendance at the IMN Nashville Conference and available to meet with prospective investors.  CLA Capital Markets has sourced equity for $1+ billion of real estate development over the past three years, with an emphasis on Qualified Opportunity Zone and housing related projects. We are actively working on multifamily, single-family rental, mixed-use, and industrial projects in primary markets (Austin, Phoenix, Orlando, etc.) ... (view full description)

Andrew Oshay

Oshay Family Office

Bora Ozturk

General Partner
March Capital Management

Bora Ozturk is a highly experienced real estate investment executive with 27 years of investment management, marketing and finance experience. He is the co-founder of March Capital Fund and has been the acting Principal since its inception. Since co-founding March Capital, Mr. Ozturk has successfully raised all the equity for three funds without using any third-party consultants. He has shepherded these dollars into successful strategies, which have consistently returned outstanding IRRs, even during economic downturns. In addition to raising capital, Mr. Ozturk’s key functions as Principal include high involvement in acquisition, due diligence, entitlement, permitting, architectural d ... (view full description)

Ellie Perlman

Managing Partner
Blue Lake Capital

Ellie Perlman is the Founder and CEO of Blue Lake Capital, a real estate investment firm specializing in multifamily acquisition and management. Ellie owns over 3,000 units across the U.S. worth over $400MM. As an MIT alumna, Ellie Perlman believes in the power of technology in underwriting and managing multifamily properties. This is one of the reasons why family offices and ultra-high net worth individuals invest alongside her in large multifamily deals. Prior to Blue Lake, Ellie was a commercial real estate lawyer, leading real estate transactions in Israel’s largest real estate company. Later, she transitioned to a property manager role and oversaw properties wort ... (view full description)

Todd Pigott

ZINC Financial, Inc

I am passionate about my involvement in the private money equity space.  Today I preside over 3 separate entities, as outlined below, all involved in the private equity space. We are a licensed lender, not a broker, hence we have our personal funds invested in the very space our investors consider. This is a rare difference in the ZINC brand.  To date, ZINC has originated hundreds of millions of dollars in private money loans, with a loss ratio of less than ¼%.  We oversee millions of dollars of private equity loans every day, and fund millions on a monthly basis. All Loans originated by ZINC are secured by a 1st position lien against the underlying collate ... (view full description)

Biff Pusey

Co-Founder & Member
CrossGrain Family Investments LLC

Biff is co-founder and member of CrossGrainFI and has worked with ultra high net worth families and multi-generational investment programs for more than two decades. He was previously a Partner with Kimble Advisory LLC, a boutique multi-family office, Senior Vice President and Senior Wealth Advisor at Keel Point, LLC, a large multi-family office and institutional wealth advisor, and Vice President of Non-Traditional Investments and Family Office Services with JoycePayne Partners, a fiduciary advisory firm. Before that, he managed a family investment and consulting company, was Senior Vice President for Financial and Risk Management Services at a petrochemical industry technology firm, and wa ... (view full description)

Jay Rogers

Four Thirteen, LLC

Jay Rogers is an investment management professional and entrepreneur with almost three 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  worked as Chief Investment Officer for several family offices and is now the CEO of Four Thirteen, LLC a family office holding company.  Jay is 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 acts as advisor to several ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Alain R’bibo

Allen Matkins

Alain R'bibo is a partner in the Century City office of California-based law firm Allen Matkins. Alain represents a diverse group of clients, ranging from private individuals and closely-held entities, to REITs, pension funds, and institutional owners and investors. His practice focuses on commercial real estate transactions and covers a wide variety of real estate matters, with an emphasis on advising clients in the acquisition, disposition, leasing and day-to-day management and operation of commercial real estate across the country, including office, retail, industrial and multifamily properties. In acquisitions and dispositions, Alain navigates clients throu ... (view full description)

Rob Sechrist

Pelorus Equity Group

Rob is the Co-Founding President of Pelorus Equity Group and Co-Manager of the Pelorus Fund, a cannabis-focused private mortgage  REIT. He has more than 23 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $500,000,000 in secured real estate transactions and deployed more than $360M into the cannabis sector. Rob’s primary role at Pelorus Equity Group is raising capital for the Pelorus Fund and the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the ... (view full description)

Asheel Shah

Senior Managing Director, Head of Real Estate Development
EJF Capital LLC

Mr. Shah joined EJF in 2018 and is a member of the real estate team with over 20 years of experience in the real estate industry. Prior to joining EJF, Mr. Shah was the President and Chief Investment Officer of the Multifamily Division at Kettler Inc. (“Kettler”), a real estate development firm based in the Washington, DC metropolitan area. Mr. Shah was chairman of Kettler’s investment committee. During his 11 years at Kettler, Mr. Shah oversaw acquisitions, asset management, development, construction, and was the primary point of contact for partner relationships. Prior to joining Kettler, Mr. Shah worked at Monument Realty and CarrAmerica Realty Corp. Mr. Shah earned his BS in Financial Ma ... (view full description)

Paul Shively

Equity Street Capital

Paul Shively is a Principal at Equity Street Capital, a commercial real estate investment company. The Equity Street Capital Team and Paul focus on achieving attractive, risk adjusted returns for our investors by investing in high quality income producing commercial property throughout the United States. Their commercial investments include apartment communities, retail properties, and office buildings. The company has acquired over $1 Billion dollars in commercial real estate in the last three years alone. Paul Shively has over 11 years of professional experience in the real estate and investment sectors, and has been involved in raising over $750M of equity and helped to build over 6 ... (view full description)

Natalia Sokolova

Managing Partner
Sokol Family Office (Switzerland)

Natalia Sokolova has driven critical initiatives for over 20 years in the domains of global entrepreneurship and strategic growth and innovation.  Natalia is a second generation of a Swiss single-family office.  She spent a decade leading Investor Relations for publicly traded US and Canadian firms globally.  Natalia is an industry thought leader and a frequent speaker at many prestigious Family Office, Equity Investment, and Digital Assets conferences.  For the past  8 years, she had been an active investor and advisor to early-stage technology ventures - across web3, video streaming and Defi innovations.

James Solomon

Ravinia Capital Group

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

Larry Steinberg

Chief Investment Officer
Financial Architects

Larry Steinberg is an experienced 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 events. Larry started with Wells Fargo while attending Occidental College, went to Transamerica after graduation and was a registered representative of SunAmerica Securities before starting his own firm at age 25.25 years later today, Larry serves two roles within Financial Architects. First, he serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios following the Endowment Model using alterna ... (view full description)

Mark Strauss

Managing Director
Walker & Dunlop

Mark Strauss, senior vice president and managing director, capital markets, has over three decades of commercial real estate finance experience and joined Walker & Dunlop in December, 2016.  Mr. Strauss is responsible for managing the origination, analysis, and placement of real estate debt and equity throughout the United States and is based out of the Irvine, California office.  Prior to joining Walker & Dunlop, Mr. Strauss was a 15-year veteran and founding member of Cohen Financials’ equity practice group.  During his career, Mr. Strauss arranged various forms of debt and equity for over 23,000 apartment units, seven million square feet of industrial and office space, and o ... (view full description)

Joe Strazzeri

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)

Stephen Taylor

Principal – Senior Living Segment Leader

Stephen Taylor is a Principal within the health care group at CliftonLarsonAllen (CLA) and serves as the leader of CLA’s Privately Held and Investor Owned Senior Living practice. Stephen’s primary focus is creating enterprise value for skilled nursing and senior living stakeholders.  Stephen has fourteen years of experience in public accounting with a specialized focus in serving and advising skilled nursing and senior living operators, owners, and investors in strategic, financial, compliance and operational matters. Through deep industry insight, aligned with the strength of CLA’s extensive resources and solution capabilities, Stephen is passionate about creating opportunities to inc ... (view full description)

DJ Van Keuren

Co-Managing Member

D.J. Van Keuren, Managing Partner/Co-Founder. Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career. Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for a private single-family office; a Vice President of Real Estate for the Hayman Family Office, the single-family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream F ... (view full description)

Chris Wadelin

VP, Institutional Capital

Chris C. Wadelin, born in 1986, is Vice President, Institutional Capital, where he is responsible for the capital needs of ARCTRUST, as well as managing institutional relationships across the United States. Chris has extensive experience in the financial services industry, beginning his career on the wealth management side, and spending the better part of the last decade on the sponsor side, focused on commercial real estate, and private equity alternative investments. During his tenure, he has been a part of over $1.7 billion of investor capital.  Prior to his investment career, Chris spent time in athletics, coaching in the Collegiate, Professional, and Olympic ranks. In his free time, Chr ... (view full description)

Mark Weinstein

MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Jeff Weller

Managing Principal
Lion Real Estate Group, LLC

Jeff Weller is a founder and managing principal of Lion Real Estate Group, LLC. In his capacity he is involved in sourcing transactions, raising investment capital and managing the firms investment portfolio which encompasses 17 apartment communities and 6 offices buildings in Southern California . Mr. Weller also served as Co-Chief Executive Officer of EPMI and Bayside Communities. EPMI and Bayside Communities are headquartered in Walnut Creek, California. Bayside owns approximately 3,000 affordable housing units and EPMI manages approximately 6,500 units on the west coast. Mr. Weller and partners acquired EPMI and Bayside Communities out of Chapter 11 bankruptcy in 2011 ... (view full description)

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

David Williams

Chief Development Officer
Valta Energy

Dave is the Chief Development Officer for Valta Energy leading the development, financing, and asset management of energy assets. He is serial entrepreneur who has accelerated global energy businesses with an ESG emphasis for over 20 years. He currently serves as a Sir Edmund Hillary Fellow and a UC Berkeley Senior Fellow recognized for his mission aligned work. Dave has a history of innovation, including recognition as one of Time Magazine’s Innovators of the Year. He sits on various academic, for-profit, and non-profit boards in emerging and mature markets. Dave graduated with a Mechanical Engineering degree from the Georgia Institute of Technology and started in a highly technical Project ... (view full description)

Trevor Wilson

Managing Director
Ridge Capital Investors, LLC

Trevor Wilson is the Managing Principal and Founder of Ridge Capital Investors, LLC a San Francisco based investment firm focused on multifamily, office and R&D properties in the western US. Since inception in 2011, the firm has invested in over $800 million of value-add and development assets via discretionary funds, institutional joint ventures, and private syndications. Trevor has invested approximately $2 billion in office, industrial, retail, housing, land and hotel properties and developments during his 25-year career. He received a Bachelor of Science in Business Administration from Bucknell University and a Masters in Business Administration from the University of Mic ... (view full description)

Josh Wood

Senior Managing Director of Litigation
Valbridge Property Advisors

Joshua Wood is Senior Managing Director of Litigation for Valbridge Property Advisors | Houston. Mr. Wood is a state certified general appraiser in Arizona, Texas, Louisiana and Oklahoma. He holds the MAI and AI-GRS designations from the Appraisal Institute and is a member of the State Bar of Arizona. He is also an arbitrator on the Construction Panel of the American Arbitration Association. As an instructor for the Appraisal Institute, Mr. Wood teaches litigation and regulatory compliance and serves as a course reviewer. He is also an instructor for the International Right of Way Association and is an AQB Certified USPAP Instructor for the Appraisal Foundation. As a member of th ... (view full description)
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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for The 6th Annual Real Estate Family Office and Private Wealth Management Forum (West)


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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.

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*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.

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*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 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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