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Steven Abernathy

The Abernathy Group LLC

Mr. Abernathy joined Shearson American Express in 1983, eventually becoming Senior Vice President of Portfolio Management. In 1989, Mr. Abernathy joined Cowen & Co., a research and trading boutique specializing in healthcare and technology, as a Special Limited Partner and Director of its Executive Services Division. While at Cowen, Mr. Abernathy developed The Abernathy Group, a group of investment professionals specializing in asset management for experts in healthcare and technology. This collaboration between investment professional and client-expert was called the Collaborative Investing® style of portfolio management. This group was committed to furthering Mr. Abernathy's ... (view full description)

Olof Akesson

MD, Sales & Investor Relations
Civitas Capital

Olof Akesson is a Managing Director of Sales and Investor Relations for Civitas Capital Group.  He is responsible for developing and managing relationships with the firm’s investors, as well as fundraising and investor communication. Before Civitas Mr. Akesson was COO for Asia Institutional Sales at HSBC overseeing all global markets products.  Prior to HSBC he worked in mergers & acquisitions, derivatives sales, and business development at J.P. Morgan and Citigroup.  Mr. Akesson has extensive investment banking experience and has worked in London, Hong Kong and New York. Mr. Akesson received his undergraduate degrees in Finance and Management from University of S ... (view full description)

Sasha Bernier

Hestia Holdings

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Vamsi Bonthala

Arbor Lodging Partners

Vamsi Bonthala is a co-founder of Arbor Lodging and Chief Executive Officer of Arbor Lodging Partners, the investment arm of Arbor Lodging. In this role, Vamsi leads general corporate strategy for Arbor Lodging and all efforts related to acquisitions/dispositions, capital markets, joint venture partnerships, and asset management. Prior to co-founding Arbor Lodging, Vamsi practiced corporate law in the Private Equity group of Kirkland & Ellis LLP and the Real Estate Group of Cadwalader, Wickersham & Taft LLP. Vamsi earned his BA in Economics and Political Science from the University of Michigan, where he received Class Honors and University Honors. Vamsi earned his JD from the Univers ... (view full description)

Jeff Brothers

Senior Adviser & CoFounder

Jeff Brothers has been a passionate lifelong entrepreneur.  He’s grown two companies into multi-million leaders in the floral world, created a community bank, and is a recognized leader in the renewable energy field with his utility scale solar development company (Sol Orchard) and his utility scale battery energy storage development company (Sovereign Energy Storage).  His personal mission statement is “Champion of Sustainability”.  With his background in nursery and renewables, Mr. Brothers was asked to advise several companies on their plans in the up and coming ‘vertical farming’ space.  That ultimately led to his interest in understanding the cannabis world better.  He cofounded and bec ... (view full description)

Kenneth Brown

Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Courtney Clark

Managing Director
Aspen Peak Advisors

Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. As analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.  Prior to TerraNova, Courtney worked in a Sales Director capacity for Resort Quest Inter ... (view full description)

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at  His guidance has been sought out by t ... (view full description)

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

Adam joined RCLCO in the mid-1990s as an associate directly after graduate school and learned the trade with the firm. He is a recognized expert in economic development, market and financial analysis; positioning, repositioning, and marketing of real estate assets; consumer research; and corporate strategy development. He has particular depth of expertise in high-density housing, retail/entertainment and hotel development. Area of specialization include  Investment Strategy Development, Sub-Market Selection, Investment Underwriting, Portfolio Analysis, Partner Selection, and Corporate Strategy Planning. Adam directs the Urban Real Estate Advisory Group at RCLCO, which is distingu ... (view full description)

Scott Fifer

Founder & CEO
GO Campaign

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

Andrew Florio

Natixis Real Estate Capital LLC

Drew Freides

Managing Director
UBS Private Wealth Management

Drew began his career in financial services in 1999 at Goldman Sachs Private Wealth Management, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In April 2009, he joined UBS Private Wealth Management. Throughout his career, Drew has received significant industry recognition. He was named to Barron’s Top 100 Financial Advisors in the U.S., Forbes America's Top 100 Wealth Advisors list, as well as Barron’s Top 100 Financial Advisors in California. In addition, Drew was featured in Barron’s Top 1,200 Financial Advisors listing and to the Financial Times Top 400 Advisors list. Within UBS, Drew is a distinguished member of the UBS Pinna ... (view full description)

Carolyn Friend

Co-founder & Wealth Whisperer
Inheriting Wisdom

As a co-creator of Inheriting Wisdom, Dr. Friend is dedicated to helping families identify their pain points in a strategic and structured manner, work through their road blocks and get everyone back to business even sooner. She believes that discipline and accountability within families is where many legacies stall or break down. Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader. She holds the Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.

Brian Good


Brian Good is the co-founder and CEO of iBorrow. In his position he oversees the operations and investments of iBorrow, and serves on its Loan Committee.  iBorrow was founded in 2013 and lends on commercial real estate nationwide through its discretionary fund and services its loan portfolio. Brian has been in real estate for over 25 years, first as a corporate real estate transactional attorney and then as President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for IMN and other real estate organizations. Currently, he sits on the ... (view full description)

Mark Gordon

Managing Partner
Intrinsic Hotel Capital

Mark J. Gordon has almost 30 years of experience in the real estate industry and is widely regarded as an expert in the hospitality industry. During his career, he has been involved in all aspects of the business including development, acquisitions, renovation, design, asset management, financing, sales and advisory.   Mark recently co-founded Intrinsic Hotel Capital, a hotel investment company that focuses on the acquisition of well-positioned but underperforming, value add hotels located in strategic markets throughout the US. At IHC, Mark and his team will leverage their collective hotel industry expertise to achieve above market returns by utilizing creative acquisition and r ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

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

Aaron Herzberg

Pacific Roots/ Puzzle Group

Aaron Herzberg is a cannabis business person and attorney who has sucessfully opened and operated dispensaries in Southern California. Mr. Herzberg has brought to the industry the same enthusiasm and professionalism that has typified his legal career. As the founding partner and President of the award-winning dispensary Bud and Bloom, located in Santa Ana, California, he has revolutionized access to treatment for cannabis patients and consumers. In addition to Bud and Bloom, Mr. Herzberg is an active equity partner in several other notable or award-winning California dispensaries, including Modern Buds in Long Beach and Pure Dispensary in San Bernardino. Mr. Herzberg was also for ... (view full description)

Tom Hoban

CEO & Partner
The Coast Group of Companies

Brothers Tom Hoban & Shawn Hoban started the first of their commercial real estate companies only a few years after they graduated with business degrees from The University of Notre Dame. For the past thirty years, their entrepreneurial spirit and ability has spawned a group of award-winning firms specializing in helping high net worth individuals and family offices wisely invest and manage their capital in income properties throughout the Pacific Northwest.  Tom and Shawn recently formed a family office of their own as a means to build on what they have created and support the broader platform that fits family offices, with on-going liquidity requirements, philanthropic interests, angel ... (view full description)

Harold Hofer

CEO & Founder

  Uncle Harold is responsible for the overall direction of Rich Uncles, including real estate, finance, and strategic relationships. Harold is a seasoned real estate expert with $2 billion in transactional experience. He is a graduate of the UCLA School of Law. Over the past 30 years Harold has sponsored numerous real estate funds for individual investors in the form of Limited Partnerships, Limited Liability Companies, and Real Estate Investment Trusts. It was long before Crowdfunding was in vogue that Harold began helping wealthy investors enjoy the kind of opportunities Rich Uncles offers you today. Harold’s sunrise surf sessions set a positive tone for the rest of ... (view full description)

Dave Jensen

Managing Principal
Jensen Capital Group

Steve Jensen

Managing Principal
Jensen Capital Group

Dave Kasprzak

Broadstone Real Estate, LLC

Dave Kasprzak joined Broadstone in 2012 and is responsible for leading outreach to investors, wealth managers and Registered Investment Advisors and the management of the existing shareholder base.  Dave also leads new product development projects and direction of all marketing efforts. As part of the Broadstone Executive Committee, he has an active role in strategic planning for Broadstone Real Estate, Broadstone Net Lease and Broadtree Residential. With more than 23 years of financial services industry experience, Dave has served in various capacities including as a Regional Director for Goldman Sachs,  Wachovia/Evergreen Funds and OppenheimerFunds. When not traveling for work or pleasure, ... (view full description)

Greg Kushner

Chairman & Founder
Lido Advisors, LLC

Gregory has provided financial consulting services for a variety of individual clients for over thirty years. Mr. Kushner is the Founder and President of Lido Consulting, Inc., which serves the family office and high net worth community.   In 1995, Mr. Kushner founded Lido Consulting, Inc. to provide consulting services for family offices. Services include helping to create and implement best practices within the family office structure and extend to all facets of running and maintaining a family office. The firm also provides resources on a number of topics important to the effective management of wealth, and Lido Consulting hosts over 20 invitation-only events per year with top ... (view full description)

Brett Lipman

Portfolio Manager
RMA Real Estate Advisors

Brett Lipman is responsible for portfolio management, asset management and sourcing direct real estate investment opportunities at RMA, a real estate private equity fund. Brett has experience with multiple real estate product types including office, industrial, retail and multifamily. With a background in acquisitions, he has closed over $400 million in commercial real estate transactions. Prior to joining RMA, Brett worked for JP Morgan on their Global Real Assets (“GRA”) platform. As part of the GRA West Coast Acquisitions team, Brett underwrote and closed a broad spectrum of real estate transactions which included varying product types, geographies, and risk profiles. In ad ... (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)

Henry Manoucheri

Chairman & CEO
Universe Holdings

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

Max Mikalonis

Legislative Advocate
K Street Consulting

Mr. Mikalonis offers expertise on public safety, local government, local taxes, cannabis/marijuana policy, and education policy. He most recently worked on these issues in the office of Assemblymember Rob Bonta (D-Oakland). In 2015, while in the office of Assemblymember Bonta, Mr. Mikalonis staffed California’s landmark Medical Cannabis Regulation and Safety Act (MCRSA), enacting the first comprehensive state regulations for the medical cannabis industry since voters first approved its use in 1996. Working through an extensive stakeholder process that brought together local governments, law enforcement, patient advocates, civil rights organizations, and the medical cannabis industry ... (view full description)

Mike Mitchell

Director, Family Offices & Foundations

At Benefunder, Mike focuses on helping family offices and foundations to reduce the innovation deficit and increase social impact by funding research in the areas they care most about. Previously he has held positions at Family Office Networks, Citi, Merrill Lynch and a private equity real estate firm, Nelson Brothers. Mr. Mitchell has extensive experience in working with family offices to raise capital for real estate, private equity and hedge funds.

Michael Ning

President & CEO
Arque Capital, Ltd.

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

John Olympitis

Assistant VP, Finance & Investment
Welltower Inc.

John Olympitis is AVP, Finance and Investments at Welltower, a Real Estate Investment Trust with a $40b enterprise value, and the world’s largest owner of seniors housing and heal care real estate. John’s responsibilities span several business lines including Corporate Finance, Capital Markets, Strategic Investments and Investor Engagement. John is leading the outreach effort to Family Offices and Wealth Management Networks.

Drexell Owusu

Managing Director
Civitas Capital

Mr. Owusu is a Managing Director for the Civitas Capital Group family of companies, where he is responsible for leading the company’s growth initiatives and strategy. Before joining Civitas, Mr. Owusu founded a strategy consultancy, The Owl Group. Prior to that, he served in several senior strategy positions for Blockbuster Inc., including most recently as Head of Corporate and Business Development, where he led all M&A and strategic development activity for the company. Mr. Owusu has also held a strategy position at FedEx Kinko’s and began his career as a strategy consultant at Accenture. Mr. Owusu earned a Bachelor of Arts in History from Rice University, where he was a two ... (view full description)

Michael Panich

Director, Investments
Vista Investment Group

No biography specified

Mitzi Perdue

Author, Speaker & Businesswoman
Mitzi Perdue

Author, speaker, and businesswoman, Mitzi Perdue holds a BA with honors degree from Harvard University and an MPA from the George Washington University.  She is a past president of the 35,000-member American Agri-Women, a former syndicated columnist for Scripps Howard, and her television series, Country Magazine, was syndicated to 76 stations. She’s the founder of CERES Farms, the family-owned company that owns commercial and residential real estate, and plus agricultural land including vineyards that sell wine grapes to wineries such as Mondavi, Bogle, Folie a Deux, and Toasted Head.   Mitzi Perdue’s book, HOW TO MAKE YOUR FAMILY BUSINESS LAST, gives practical advice on how a fa ... (view full description)

David Perlman


No biography specified

Mark Phillips

Senior Living Fund // Investment Management

Mr. Phillips has over 30 years of experience in real estate development, acquisitions, finance, asset management and law. His work has involved various real estate asset classes including apartments and senior housing, office and industrial, retail and hotels. As a principal at Senior Living Fund, Mr. Phillips serves on the investment committee responsible for underwriting and approving senior housing investments and operators and generally helps oversee legal and finance aspects of individual project investments and joint ventures.   Mr. Phillips began his career working as a real estate and corporate attorney at Donovan, Leisure, Newton and Irvine in their New York office. He e ... (view full description)

Michael Poyer

West Bay Capital

Michael Press

Managing Partner & President
Pontus Capital

Michael is responsible for the overall management of Pontus Capital. He determines its investment and capital markets strategy and serves as the Head of its Investment Committee. Prior to founding Pontus in 2009, Michael was Head of Acquisitions for Realty Income Corp. (NYSE: O), a publicly traded REIT that specializes in the purchase of net leased properties and sale leaseback transactions. Under his leadership the acquisitions group completed over $2.5 billion in complex property acquisitions over five years, more than doubling the size of the company’s at cost portfolio. In addition, Michael was an Investment Committee participant, and a member of the seven person Executive team an ... (view full description)

Grant Puleo

Duane Morris LLP

Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters ... (view full description)

Paul Rahimian

Parkview Financial

Parkview Financial was founded in 2009 by CEO Paul Rahimian. Based in Los Angeles, the direct private lender provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States. Parkview manages a debt fund that originates approximately $400 million in construction financing each year with loans ranging in size from $5 million up to $100 million. Parkview’s excellent reputation as a private lender has been built on its ability to provide fast, creative financing solutions for borrowers who need more leverage and certainty of execution. Parkview originates loans for property types including Multifamily, Indust ... (view full description)

Brandon Rath

Calamar Capital

Mr. Rath is the Chief Investment Officer at Calamar Capital, the investment arm of a single family office operating as private investment firm.  Mr. Rath is responsible for identifying investment opportunities for Calamar, and he is one of the company’s leaders with regard to Calamar’s capital management and the financial strategy.  Prior to joining Calamar, Mr. Rath was a Vice President at Beacon Bay Holdings, a private investment firm with a broad and opportunistic investment mandate across a range of industries.  Mr. Rath has advised and led family offices and investment firms, and he has worked at global financial services companies.  Mr. Rath earned a J.D. from Southwestern Law School i ... (view full description)

Yon Regan

Senior Director
Bedford Cost Segregation

Yon Regan has over three decades experience in all phases of commercial real estate, finance, development, transaction, and business operations. Prior to joining Bedford, Yon was president of another of the nation’s largest cost segregation firms. He is a recognized subject matter expert, has published numerous articles in a variety of industry publications , and has been a featured speaker for MGMA, CPA Academy, and is NASBA certified for CPE courses and cash management processes. Yon has had a life-long love of the real estate business. He started a design and construction company immediately after returning to the US from University in Europe. He feels extremely fortunate to not only have ... (view full description)

Jay Rogers

Executive Director
Bergendahl Holdings

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

T. Dupree Scovell

Managing Partner & CIO
Woodbine Development

T. Dupree Scovell is the managing partner and chief investment officer at Woodbine Development Corporation, a full-service real estate company that specializes in hospitality. He got his start in the hotel business at the age of 16, working as a dishwasher at Hyatt Regency Dallas. In 2011, Dupree joined Woodbine to lead the company’s West Coast operations. Based out of the Los Angeles office, he is responsible for Woodbine’s acquisition platform and capital markets efforts, as well as managing Woodbine Legacy Investments, a private equity fund dedicated to the acquisition and development of upscale select-service and full-service branded and boutique hotels throughout the United States. ... (view full description)

David Sengstock

Mick Law P.C.

Mr. Sengstock’s practice focuses on the representation of broker-dealer, registered investment advisor and family office clients in connection with both Regulation D and publicly registered real estate and real estate-related transactions. His primary work focus since 2006 has involved due diligence of real estate and real estate-related direct private placements and has included the review of over 400 Tenant-In-Common, Delaware Statutory Trust, Limited Partnership and/or Limited Liability Company structured offerings that raised in excess of $10 billion in retail capital. Mr. Sengstock received his Juris Doctor degree from Creighton University and his Bachelor’s degree from the ... (view full description)

Max Sharkansky

Managing Partner
Trion Properties

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since founding Trion Properties, Sharkansky has led the acquisition, renovation, and disposition of over $700,000,000 in assets, yielding an average IRR in excess of 30%. Prior to cofounding Trion Properties, Sharkansky was a Senior Associate at Marcus & Millichap from 2002 through 2006. While at Marcus & Millichap, Sharkansky managed the sale of several million dollars in real estate throughout the continental United States, specifically in the multi-family arena, elevating him to one of the top-ranking brokers in the West Los Ange ... (view full description)

Caleb Silsby

Senior Portfolio Manager
Whittier Trust

Caleb is a Senior Portfolio Manager at the oldest and largest multi-family office on the west coast.  Caleb joined Whittier Trust in 2006 and helps manage over $8bn for HNW families in 31 states.  Caleb is responsible for managing portfolios for high net worth families including security selection and private investment opportunities. Whittier Trust has placed over $300 million in private real estate investments ranging from multi-family to industial properties. 

Caleb earned an MBA from the University of Southern California and is a CFA charterholder.

James Solomon

Managing Partner
Ravinia Capital Group

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

Jerry Tang

Managing Director
Natixis S.A.

Luis Trevino

Managing Principal
Beamonte Investments

Mr. Trevino is Senior Managing Director of Beamonte Investments, a Boston based single-family office with significant investment presence in Latin America. Since 2013, Mr. Trevino has served as Chief Executive Officer of Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investment opportunities in Mexico.  Mr. Trevino has extensive experience in leveraged finance, distressed debt and special situations. Prior to the private equity group, he was also head of the Merchant Banking division at Beamonte Investments, where he structured numerous debt transactions in Latin America in various industries including Health, IT, and Pharmaceuticals. ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

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

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)

Beth Veloz

ExchangeRight Real Estate

Beth Veloz-Senior Vice President – Beth currently serves as the Senior Vice President for ExchangeRight Real Estate. She is focused on strategic organizational planning, development of new product sales, and new broker deal relationships for ExchangeRight’s private placement offerings. Beth began her career working with the Mariann Microfinance Fund as an economic development analyst based in Nairobi, Kenya and Jinja, Uganda. Most recently, Beth has worked as the EVP for Telos Capital, where she was focused on tax-advantaged M&A planning for high net worth business owners exiting their ownership positions. Prior to that, Beth was a Senior Associate with Capital ... (view full description)

Casey Wamsley

Senior VP
Infinity Capital Partners

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

Keith Wasserman

President & Co-Founder
Gelt, Inc.

Partner and Co-Founder of: Gelt, Inc. Gelt Venture Capital, Domuso, & Happy Home Communities
Gelt is a private real estate investment company focusing on acquiring properties in the Western United States. 

We co-invest with our partners in every transaction. Our deals are moderately leveraged apartment communities.

Target IRR's are about 18%, Cash on Cash returns range from 5 - 10%. We have acquired over 6,000 apartment units valued at approximately $1 Billion since our firm's inception in 2008. 

Success is built on delusional optimism, paranoia, and an inability to quit.
–Keith Wasserman

Robert Weakley

President & CEO
INDUS Holding Company

Robert Weakley is President and CEO of INDUS Holding Company, an intellectual property rights holding company committed to producing products that emphasize consumer safety while advancing the changing perceptions of cannabis use. As CEO, Weakley was responsible for recruiting the senior management team, as well as creating and implementing the strategic direction and vision of INDUS and its brands.     Under Weakley’s stewardship, in 2015 INDUS launched two cannabis infused edible brands new to California, Altai Brands and Dixie Elixirs and Edibles. Early in this role, Weakley established the partnership with Colorado-based Dixie Elixirs, the largest cannabis infused ... (view full description)

Alyssa Weinberger

Senior Managing Director
Lido Advisors, LLC

Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas including setting up a family office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 400 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.

Michael Zanolli

Managing Director & Head of Real Estate Finance Advisory
Natixis Real Estate Capital LLC

Mr. Zanolli is a Managing Director and Head of Real Estate Finance Advisory Americas. He joined Natixis in 2015 to launch its real estate advisory services business. Mr. Zanolli has nearly 30 years of experience in real estate and finance. He was most recently at Cantor Real Estate where he was Managing Director, Asset Management. Previously, Mr. Zanolli worked at Alvarez & Marsal, Sandelman Partners, Commerzbank, Blackrock and PNC Bank, in addition to founding two private advisory firms. He received a Master of Management from J.L. Kellogg Graduate School of Management at Northwestern University, a Master of Architecture from Columbia University, and a Bachelor of Arts from Pr ... (view full description)
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New York, NY 10036 USA

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


Event Contacts for The 3rd 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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