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David Armitage

Investor / Advisor
Blackstone, Expo, Holland Immo, etc.

David Armitage is an investor and asset management strategist focusing on the European market.  Formerly head of investment strategy and acquisitions for one of Europe’s largest shopping center REITs, David provides independent advice and execution support to various platforms regarding portfolio strategy, fundraising, transactions, and asset management.  As an investor and developer, he has managed more than $3B in individual transactions and developments, in partnership with a broad range of capital partners including Blackstone, Quandt Family Office, APG, WSIB, Westport Capital, Kennedy Wilson, and Angelo Gordon.  David lives in Amsterdam with his wife and three children.

Candice Beaumont

L Investments

Candice Beaumont is Managing Director & Chief Investment Officer who runs L Investments, a single family office with a vast portfolio of public and private equity.  She oversees all capital allocation decisions for the internal fund of funds as well as the direct investment portfolio.  The direct investment portfolio has had a focus on commodities and alternative energy.  She is also a strategic advisor to Genoil Inc, ( an emerging heavy oil technology and portfolio company of L Investments.  Candice is as an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth.  Ms. Be ... (view full description)

Dustin Bogue

President & CEO
UCP, Inc.

Mr. Bogue serves as President and Chief Executive Officer of UCP and possesses extensive homebuilding and land development expertise. Since its inception, he has been principally responsible for developing the strategic direction for UCP’s operations. Additionally, Mr. Bogue was involved in the formation of UCP’s predecessor, Union Community Partners, LLC in 2004, its subsequent acquisition in 2008 by PICO Holdings, Inc., and in creating UCP’s wholly owned subsidiary Benchmark Communities in 2010. Prior to joining UCP, he held the position of Vice President of Development & Sales at Landcastle Real Estate, a company specializing in land brokerage and development services for Northern and ... (view full description)

Randall Boll

Lead Advisor, Advanced Financial Strategies
Pacific Advisors

Randall Boll is a Financial Advisor with the Advanced Financial Strategies Team of Pacific Advisors. Randy specializes in tax efficient asset accumulation for shareholders through the use of executive compensation and income offset strategies. He has worked with his team of specialists to help owners and executives across hundreds of companies on complex financial concerns, including executive compensation, corporate formation structuring, exit planning, asset protection, estate preservation, income distribution, charitable and alternative tax strategies.  Randy is an industry leader and involved in numerous financial industry and business organizations including AALU (Associatio ... (view full description)

Colin Breeze

Managing Member
Breeze Ventures Management

Colin Breeze founded Breeze Ventures Management, LLC in 2004. He brings deep private equity transactional and fund formation experience, expertise in Russian political economy, and access to CIS-focused private equity funds. Through BVM, Colin has advised multiple investment sponsors and has taken a leading role in the development and implementation of alternative investment vehicles organized in the Cayman Islands, Guernsey, British Virgin Islands and multiple US jurisdictions, and has implemented asset management and holding structures via BVI, Cayman, the Netherlands, Guernsey and Cyprus. Before forming BVM, Colin practiced law with WSGR and with Cadwalader, advising private a ... (view full description)

Kenneth Brown

Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase North America. 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, energ ... (view full description)

Bruce Bulloch

Managing Partner

Bruce is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Prior to FTS, Mr. Bulloch was an Ernst & Young tax partner with 30 years of experience, managing transactional issues for some of the firm's most noteworthy clients and also responsible for managing the real estate services practice in the Mid-Atlantic, Pacific Northwest and Pacific Southwest regions of the firm. Mr. Bulloch is also a professor at Chapman University School of Law, teaching real estate and tax courses at the Johns Hopkins University and the University of Southern California.

Jonathan Chang

Managing Director
Ophir Capital Group, LLC

Jonathan Chang is Managing Director of Ophir Capital Group, a single family office in Los Angeles, California. He manages and leads all real estate and private equity investments at the firm. Jonathan sits on multiple advisory committees as a representative of Limited Partners to advise General Partners in each of the firm’s respective fund investments. Jonathan also oversees the firm’s direct ownership and management of multifamily assets in secondary markets throughout the United States. Prior to joining Ophir Capital Group, Jonathan’s dual role as Senior Product Manager and M&A advisor at Socialcast facilitated the acquisition of Socialc ... (view full description)

Rick Chichester

President & CEO
Faris Lee Investments

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

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)

Gila Cohen

Senior Consultant
Courtland Partners, Ltd.

Gila R. Cohen, Head of Business Development and Corporate Strategy, has over 20 years of professional financial and real estate experience. Ms. Cohen recently joined Courtland Partners, Ltd. in 2015. Ms. Cohen has extensive experience with client relationships. Prior to joining Courtland Partners, Ms. Cohen was Global Chief Operating Officer of Private Equity and Managing Director for Capital Dynamics. While at Capital Dynamics Ms. Cohen was responsible for strategic planning, investment focus, structuring and new product development, cross selling initiative, account/client coverage, talent retention and management. She was also the Chief Administrative Officer (CAO) and Head of Bu ... (view full description)

Michael Cohen

M.A. Cohen & Co.

MICHAEL A. COHEN, president of M.A. Cohen & Co., has over 31 years of experience in handling complex commercial transactions. He specializes in facilitating the resolution of commercial disputes and arranging complex real estate transactions. His work has resulted in the resolution of over $3.5 billion of commercial disputes and the closing of over $1.5 billion of commercial real estate sales and loans. Mr. Cohen is a skilled business professional with broad experience having acted as a lawyer (Mr. Cohen no longer practices law and he does not provide legal advice at any time), CEO of a large company, lender, borrower, loan participant, advisor, buyer, seller, asset manager and bro ... (view full description)

Howard Cooper

Cooper Family Office

Howard Cooper began his career trading public equities for his own account, becoming a full-time trader in the 1980s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds as well as direct investments in operating companies. He is an honors graduate of Princeton University and has guest lectured at Princeton, Yale and Brown Universities. Howard Cooper is the Chairman of the Board on Family Offices, Endowments and Foundations at Princeton University, Chairman of the Yale University Coll ... (view full description)

Kevin Crook

Director – Private Wealth, Global Firm Relations
Principal Global Investors

As Director of Private Wealth, Kevin works with prominent RIAs and family offices across the country, representing the investment solutions of Principal Global Investors, the asset management arm of The Principal Financial Group, with 14 investment boutiques and $380 billion in assets under management. These boutiques include Principal Real Estate Investors, with investment strategies across all four real estate quadrants. Kevin began his career with Merrill Lynch in New York in 1983. Before joining Principal, he was Executive Vice President of W.P. Stewart Asset Management, responsible for institutional business development and consultant relations. He also served as Senior Vice President a ... (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)

William Dioguardi

Chief Executive Officer
Four Springs Capital Trust

34+ years of corporate finance, real estate and private equity experience; Former President of Spencer Trask Ventures, Inc.; Founded and built Vantage Securities; Served in several senior roles of increasing responsibility at Integrated Resources Equity Corp.; Member (former Chair) of Investment Committee at Monmouth University

Dave Dlugolenski

Head of PE
The Strategic Group of Companies

Michael Dombai

Managing Director, North America
Alter Domus

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

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)

Dani Evanson

Managing Director
RMA, Inc & Align Finance Partners

Align Finance Partners provides fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.RMA is a private real estate investment management firm that invests in multiple property types throughout the United States.   Responsibilities and Experience: Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, acquisitions, dispositions, leasing, portfolio management and accounting. Prior to forming Align ... (view full description)

Robert Farrow

Managing Principal
Caprock L.P. / CapAnimadverto Management, L.P.

Robert M. Farrow is Managing Principal of CapAnimadverto Global Macro and Special Situations Multi-Series Investments. The firm’s primary investment focus is real estate/real estate collateral, covering sovereign credit, real estate capital markets, global property, and cross-border/domestic insolvency. Mr. Farrow is a strategist and portfolio manager for a global book of identified systemic risk exposures resulting from property-level information inefficiencies, excess credit, and overcapacity within the built environment. He has been a specialist in the real estate sector for more than 17 years and has managed, consulted, and advised in excess of ten-million square feet ... (view full description)

Christopher Feeley

Campus First (Division of CFI)

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)

Mark Fogel

President & CEO
ACRES Capital

Mark Fogel founded ACRES Capital in 2012 and leads the executive management team as the President and Chief Executive Officer. Mr. Fogel has over 20 years of experience in commercial real estate finance, with a particular focus on providing developers and entrepreneurs with innovative debt and equity solutions. The majority of his career has revolved around transitional, middle market assets. Mr. Fogel employs an asset management approach to identifying and underwriting loan opportunities, which entails a comprehensive understanding of the risks associated with property business plans and exit strategies. Since inception, the ACRES portfolio has grown to over $600 million in asse ... (view full description)

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group

Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 20 years, Todd has facilitated the development, redevelopment, disposition, acquisition and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,600,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, New Mexico, Arkansas and Oklahoma. When Todd left his previous firm in 2014, he was acknowledged as the all-time top producer.  Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX in 2014 and has been ... (view full description)

Barry Funt

Head of Debt Products
First Capital Real Estate

Miriam Gonzalez-Lujan

President & CIO
Vinart Corp Capital Management

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

Derrick Grüner

EVP & General Counsel
Strategic Holdings

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel at Strategic Diversified Management, Inc., and a 24 year veteran of the real estate finance industry. Previously, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and a partner at a large east coast firm where he focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journ ... (view full description)

Dawn Hall Cunneen

Duane Morris LLP

Dawn M. Hall Cunneen focuses her practice in estate planning, estate administration and estate litigation. Ms. Cunneen assists individuals by bringing together their financial and personal circumstances to create trusts, wills, powers of attorney, and entities tailored to their individual needs. She assists individuals and professional fiduciaries with administering trust estates and probate estates following a death. When a beneficiary and a fiduciary are engaged in a conflict, she represents beneficiaries and fiduciaries in trust and estate litigation.Ms. Cunneen has significant experience in complex fiduciary accountings, complex family dynamics, and in managing and administer ... (view full description)

Mark Holland

President & Founder
Austerra Wealth Management LLC

Mark Holland is the founder of Austerra Wealth Management LLC and Manager of the Austerra Stable Growth Fund, LP – a private investment fund focused on a variety of debt and equity real estate strategies, such as single family rental, real estate tax lien certificates, real estate backed debt, distressed, value add, and development.  The Fund’s primary mandate is principal protection and it has delivered a positive monthly return since its inception in 2012, resulting in a 44 – 0 monthly track record.  Prior to forming Austerra Wealth Management LLC, Mark spent 13 years at a boutique wealth management firm specializing in alternative investments, where he was an equity partner and served as ... (view full description)

Brew Johnson

CEO & Co-Founder

Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated in the unique concept that is PeerStreet. Prior to PeerStreet, he worked as general counsel at VirtualTourist where he oversaw the companys $85 million sale to Expedia/TripAdvisor. Before that, he was a real estate attorney at Allen Matkins Leck Gamble & Mallory and a technology attorney at Brobeck Phleger & Harrison. At Allen Matkins, Brew advised some of the largest real estate development and investment firms in the country on a wide variety of complex real estate transactions. He continues to advise startups and is an active real estate developer, investor and pr ... (view full description)

Fareed Kanani

Greenbridge Investment Partners Inc.

Fareed oversees the acquisition, asset and property management of Greenbridge properties and works hand in hand with the Greenbridge team to structure purchases, co-ordinate property improvement plans, and implement property optimization strategies. Mr. Kanani pays close attention to market timing strategies for Greenbridge’s portfolio and applies customized improvement and turnaround programs that maximize returns on investment; with special focus on acquiring projects that have value add elements that return above average cash flow and appreciation; given each project’s designated capital structure. Fareed maintains strong working relationships with lenders and the capital markets to struc ... (view full description)

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)

Dimitris Kavalekas

Managing Director
Strenta Investment Management

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

Bill Lang

Graziadio Enterprises

William R. Lang serves as President of the Graziadio Enterprises, a group of family owned investment companies which owns and manages in excess of one million square feet of commercial real estate located in the western United States. Mr. Lang also serves as the Chief Financial Officer of Second Southern Corporation, a Los Angeles based holding company. He has been a Director of Boss Holdings Inc. since June 6, 2006. He serves as a Trustee of the Graziadio Family Trust, which owns in excess of 20% of Boss Holdings Inc.’s. common stock. He is a 1983 graduate of California State University at Fullerton and is also Certified Public Accountant.

Linda Law

Law & Associates/Land Veritas

Linda Law is the founding partner of Law & Associates, one of the only women-owned real estate development firms undertaking institutional-quality development in the United States. Law & Associates is currently acquiring large-scale land projects. Ms. Law is an alumnus of University of California, Berkeley and the Harvard Graduate School of Design. She is a currently Chair of the Harvard Real Estate International Advisory Board (a venture between the Harvard Business School, the Harvard Kennedy School of Public Policy, the Harvard Graduate School of Design, the Harvard Law School and Harvard College) and is a founding member of the Harvard Real Estate Academic Initiative Ms. Law addi ... (view full description)

Cervantes Lee

Real Estate Officer
Gupta Family Office

Cervantes Lee is the Real Estate Officer of Gupta Family Office (GFO) Companies. He also serves as CIO for RedBridge Capital LLC, GFO’s student housing investment platform. Cervantes is a seasoned real estate and investment professional with transaction experience exceeds US$8 billions. GFO is a real estate-centric family office investment company that has a 30-year history of owning, developing and managing student housing, apartments and limited service hotels. GFO is recognized as one largest student housing owner/operator/developer in the USC market with over 2,000 beds. Total assets under management of GFO & its affiliates are estimated at $550 million. Cervantes h ... (view full description)

Robert Lee

Managing Partner- Acquisitions
Healthcare Property Advisors

As a healthcare real estate investor at and fund manager  Lee focuses  on strategy, acquisitions, structuring joint ventures, capital development, and overall strategic partner relationships. The principals of HPA Growth Fund I has acquired over $400 million in healthcare real estate and recently exited approximately $190M since 2018.  Lee is responsible for sourcing investment oportutnies nationally and invests as GP across medical/healthcare and multifamily real estate. Personally, Lee has over 20 years of direct experience in real estate investment, private and institutional capital markets with a formal background in structuring and placement of private equity capital.  With ... (view full description)

Tim Lee

VP, Corporate Development & Legal Affairs
Olive Hill Group, LLC

Barry Levenson

Chief Executive Officer
Gavilan Capital

Barry Levenson is a visionary leader and strategist with extensive experience in financial services and a demonstrated ability to achieve high-growth objectives at the highest corporate levels. He is a proven builder of successful companies with over 25 years of executive experience in fast-growth organizations. As CEO of Strategic Holdings, Mr. Levenson is in charge of taking the current investment process, and scaling it to a whole new level of success. Mr. Levenson is responsible for creating, communicating, and implementing the organization’s vision, mission, and overall direction. Prior to joining Strategic Holdings, Mr. Levenson was a founding Managing Director at PennyMac Loan Service ... (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)

David Lynn

Everest Healthcare Properties, LLC

David Lynn is CEO and Founder of Everest Healthcare Properties. Dr. Lynn has a long history of investing in real estate investments. Dr. Lynn has invested in over 220 transactions totaling over $20 billion over the course of his career. At Everest, he manages the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. Prior to founding Everest in 2014, Dr. Lynn was CIO and Executive Vice President at Cole Investments where he managed the firm’s $12.3 billion dollar investments including acquisitions and portfolio management of ... (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)

Mike Matkins

Allen Matkins

Michael L. Matkins is a founding partner of the firm and one of the country's leading lawyers in real estate development and finance. For more than 40 years, he has advised institutional investors, lenders, property owners, and developers in all aspects of purchase, sale, and financing of properties ranging from office and retail to recreational and mixed-use projects. He guides institutional lenders and investors through the complexities of real estate investing, offering established expertise in loans, joint ventures, partnerships, sale-leasebacks, and other forms of financing and investing. Michael has been involved in numerous multi-hundred-million-dollar real property asset portfolio ac ... (view full description)

Russell McNeill

Vice President
DJM Capital Partners, Inc.

Russell McNeill is responsible for equity funding, investor relations and certain administrative matters for DJM Capital Partners real estate acquisitions, new development projects, recapitalizations and investment entities. Working directly with DJM’s group of long time investors as well as reaching out to his own ever-expanding network of both institutional and private equity resources, Russell employs a strategic and entrepreneurial approach to equity funding. In addition, in all of his functions, Russell acts in a manner consistent with the DJM values of integrity and transparency. Prior to joining DJM, Russell worked with First Winthrop Corp. in San Francisco whe ... (view full description)

Martin McNulty

Conference Producer

Ricky Novak

Co-Managing Partner
The Strategic Group of Companies

Ricky B. Novak serves as a Managing Partner of the Strategic Group of Companies, an Atlanta based firm built on a platform of delivering tax efficiency through global business solutions and private equity capital. As part of his role with SGC, Mr. Novak serves as CEO of SGC affiliate Strategic 1031 Exchange Advisors (SEA). SEA is a boutique advisory firm and qualified intermediary that provides real estate and tax consulting services for clients structuring complex real estate transactions and asset dispositions. SEAs global client base includes many of the most sophisticated commercial and residential real estate investors and developers. Mr. Novak specializes in the facilitation of tax-def ... (view full description)

Matthew Olsen

Vice President, Senior Relationship Manager
Torrey Pines Bank

Matt Olsen has a diverse banking background working in several disciplines within the banking and finance industry over the past twenty years...   Matt joined Torrey Pines Bank in their Beverly Hills office in 2019 and serves as a business development officer and relationship manager working with clients in real estate, private equity/venture capital and family offices.   Torrey Pines is a division of Western Alliance Bank (WAL) and offers commercial banking products and services for business of all sizes in a variety of industries with customized lending and cash/treasury management solutions to: Real Estate Investors and Developers Education & ... (view full description)

Jamie Pirrello

UCP, Inc.

Kory Razaghi

Due Dilligence
Atomi Financial Advisors

Kory Razaghi provides due diligence services on alternative investments for Atomi Financial Services such as non-traded REITS, DSTs, BDCs, and other alternative investment products. Mr. Razaghi has over 15 years of transactional and executive management experience including securing financing for facilities and operational turnarounds for a variety of healthcare organizations. He has functioned in various roles including Chief Financial Officer, Chief Operating Officer, and numerous senior management positions. His transactional experience has focused on securing financing for healthcare organizations and medical device technologies.

Ari Rosenblum

Vie Management

Laurent Roux

Gallatin Wealth Management

Laurent Roux is the Founder and CEO of Gallatin Wealth Management. Having held multiple senior management positions at Pictet & Cie and its international affiliates, a Geneva, Switzerland based wealth management bank, he worked with private individuals, families and institutions worldwide.  He has over 30 years of extensive experience with family and family office related activities including strategic wealth management, family office planning, coordination, consulting, administration, and international asset management.  He holds numerous past and present board and advisory board positions including The Family Office Association, The Family Firm Institute, The East West Institute, and T ... (view full description)

Bryan Shaffer

Principal/Managing Director
George Smith Partners

Mr. Shaffer is Principal/Managing Director of George Smith Partners where he focuses on delivering solutions to address his clients’ real estate capital requirements. Mr. Shaffer works hard to arrange structured financings for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans. Mr. Shaffer has successfully structured both debt and equity placements for private entrepreneurs and institutional clients. He has been able to utilize his prior vast and diverse experiences in owning, operating, developing commercial real estate to help him succeed in capital raising for multi-family, affordable, office, retail, industrial, hospitality, ... (view full description)

Carl Sheeler

Two Bears Farms

Carl L. Sheeler, PhDNot just a valuation guru - a value creator Capitalist, hemp & eco-tourism farmer, U/HNW family advisor Real estate & private capital market advisor-entrepreneur Holistic approach to finance after 25+ years & +1,000 clients Thrice awarded private equity thought-leader for unique ideas Investment risk management, due diligence and matchmaker No "caca de vaca" approach.  USMC vet who listens & acts. REVAS - A Two Bears Company ... (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.

Ryan Somers

President & CEO
Benedict Canyon Equities

As President of Benedict Canyon Equities, Inc. (“BCE”), Ryan Somers oversees all aspects of the company. He has over 20 years of real estate acquisition experience, and has completed over $2.6 billion in multifamily transactions during his career. Since joining BCE in 2009, he has directed the acquisitions of 68 properties consisting of over 9,632 units valued at $1.4 billion. Under his tenure, Ryan has grown the company’s portfolio to $1.3 billion. During the recent economic downturn, his investment expertise created a multitude of opportunistic ventures: buying out distressed partnerships, recapitalizing underperforming properties, and acquiring distressed assets which since have become so ... (view full description)

Stan Sung

Manging Director
Genrich Family Office

Stan is the Founder and Managing Director of GENRICH Family Office. He has been in the financial services industry for almost 15 years and originally founded GENRICH in 2008 as a tax and asset protection consultancy. Through his work with Ultra-High-Net-Worth clients, he transitioned into being the primary counsel and family office operator for a handful of his top consultancy clients in a broad array of matters related to generational planning for family, family finances, and the family business. Over the course of operating GENRICH, Stan has held interim CFO positions with companies in manufacturing, distribution and television media production.Before establishing GENRICH, Stan ... (view full description)

Warren Thomas

Managing Member & CPA
ExchangeRight Real Estate

Warren Thomas is a co-founder and managing member of ExchangeRight Real Estate, LLC. He has managed the development of ExchangeRight’s broker-dealer and registered representative networks and is involved daily in acquisitions, closings, and marketing. Warren’s career began with the international CPA firm, Ernst and Ernst. He later founded and developed a regional Southern California CPA firm to which he incorporated financial planning services in 1992.      Warren graduated from Biola University with a B.S. in Business Administration/ Accounting and a minor in Biblical Studies. He earned a master’s degree in Taxation from Golden G ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

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 of i ... (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)

Hema Virani

Family Office Executive
Modi Family Office

Ms. Virani combined all her experiences and a very highly effective, efficient team of qualified professionals/experts with over 45 years experience helping mid to large size business outside US that feel there’s a market for products/services, or just wants to create an asset base in North America, from start-up to mergers and acquisitions, Hema offers accompaniment from Strategy to Execution.As Modi Family Office for almost 10 years. She oversees a few projects and reports to Mr SK Modi directly. She represents Regent Realty in USA (UK Based Co that oversees funding, design and developing a city next to Modi Nagar, New Delhi).  ... (view full description)

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

Paul specializes in multi-family owner representation in Texas, Oklahoma, and New Mexico, Single Family Rental (SFR) portfolios throughout the United States, and land. In 2017, Paul is currently the #5 highest producing Broker out of over 1,100 SVN Brokers worldwide. In 2016, he finished as the 2nd ranked SVN broker in the Southwest Region and was the 25th highest producing Broker out of over 1,100 SVN Brokers worldwide.     Paul is the Product Council Chair for SVN’s newly formed SFR Portfolio Product Council, providing guidance to other SVN brokers throughout the US with the disposition of SFR portfolios. Paul has represented institutional inve ... (view full description)

Alex Zikakis

Capstone Advisors, Inc.

As President and founder, Alex Zikakis oversees the company's full range of commercial and residential real estate services, including investments in commercial property acquisitions and repositioning, commercial property development, land development, asset management services, and investments in sub-performing and non-performing real estate secured loans. Under his direction, Capstone Advisors has been an equity investor in over $3 billion of development ventures, purchased approximately five million square feet of commercial properties, overseen third party asset management services for millions of square feet of retail and office properties, and has developed a variety of com ... (view full description)
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for The 2nd 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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