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Chris Allman

Managing Director, Capital Markets
CIM Group

Mr. Allman is a Managing Director, Capital Markets at CIM Group.  Prior to joining CIM in 2013, Mr. Allman was a Vice President at Thayer Lodging Group/Brookfield Hotels where he was responsible for all debt capital market activities for Thayer’s close ended private equity fund vehicles and joint venture investments and also played a lead role in the company’s equity fund raising and corporate finance activities.  Prior to joining Thayer/Brookfield Mr. Allman was a Vice President in Capmark’s (formerly GMAC Commercial Mortgage) Hospitality Industry Division where he led over $3.0 billion in asset and entity-level financings and supported the origination, syndic ... (view full description)

Adam Altman

Managing Member
KABR Real Estate Investment Partners

Mr. Altman is an entrepreneur and real estate investor. As a Co- founder and Managing Member of The KABR Group, Adam is instrumental in fund-raising, structuring JV partnerships, sourcing and acquiring real property and debt. To date, Adam has participated in commercial property transactions of over six million square feet, as well as thousands of residential units, hotels and new development land with over 8000 units of entitlements. Adam sits on the Board of directors for NYPEN Real Estate and Long Meadow Art Residency. Adam has guest lectured at the graduate schools of NYU and Columbia University.

Beau Baker

Nelson Mullins Riley & Scarborough LLP

Beau Baker practices in the areas of real estate capital markets, financial services, structured and commercial finance, creditors' rights, servicing, and financial restructuring. He has counseled national and regional financial institutions including banks and funds making debt and equity investments in assets including commercial real estate, corporate and asset-based lending, loans guaranteed by the Export-Import Bank of the United States, debt investments intended for sale on the secondary market as CMBS, CDOs or other securitizations, loan portfolio dispositions and acquisitions, and related transactions. He also has represented funds and banks in the startup and growth of high-volume l ... (view full description)

Bruce Batkin

President & CEO
Terra Capital Partners, LLC

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused on mezzanine, preferred equity and bridge investments.  Since its founding in 2002, Terra has originated and managed over 300 investments in 45 million square feet of U.S. property.  It is the sponsor of Terra Income Funds, fixed income alternative investments sold to individual investors through a network of 20,000 financial advisors. Mr. Batkin has over 35 years’ experience in real estate acquisition, finance, development, management and investment banking. Prior to founding Terra, he held senior management positions at Merril ... (view full description)

Oded Ben-Nun

Director of Finance
Landsea Homes

Oded Ben-Nun is the Director of Finance for Landsea Homes NY Metro Division. He is responsible for sourcing and structuring new acquisitions and joint ventures, as well as managing their capitalization. Over the 12 years he has been involved in financial markets and real estate development he is responsible for sourcing over $1.3 Billion.   Prior to joining Landsea Homes, Oded was involved in the development of over 1,250 rental and condo units in NYC spanning over a million square feet valued at over $1.5 Billion.  Prior to that, Oded started his career as an investment analyst at several of the largest institutional investment firms in Israel. Oded is engaged in all aspects of ... (view full description)

Lisa Brill

Shearman & Sterling LLP

Lisa Brill is a partner in Shearman & Sterling’s Real Estate practice and is co-head of the Hospitality, Leisure & Gaming Industry Group.  She has significant experience in real estate acquisitions and dispositions, joint venture formations and financing transactions and has worked extensively representing both institutional investors and real estate operating companies in the investment, ownership and development of real estate.  She also represents lenders in different types of financing transactions, including mezzanine loans, construction loans, mortgage loans and hotel financings.  Lisa has written publications in The Real Estate Finance Journal and Real Estate Fina ... (view full description)

Matt Burrows


No biography specified

Cary Carpenter

Managing Director
Starwood Property Trust

Cary has 20+ years of experience in different facets of commercial real estate ranging from structured finance to design and development.  Currently Cary is a Managing Director of CRE Capital Markets, Trading & Syndication at Starwood Capital.  His current responsibilities including pricing, structuring and capital commitment for the acquisition and sale of CRE debt for the Starwood REIT.  He is also responsibility financing and sales efforts of whole loans via private sales and the CMBS market as well as managing the warehouse lines for the REIT. Prior to joining Starwood Cary was a Partner at Coastal Capital (2009 to 2010) where he managed the process of acquiring per ... (view full description)

Jonathan Chassin

Managing Director
Moinian Capital Partners

Jonathan Chassin is a Managing Director with Moinian Capital Partners.  He is responsible for the origination and operation of the Moinian Capital Partners lending platform.  Moinian Capital Partners is an active lender on all commercial real estate property types in gateway cities throughout the United States. In his 17 year career in the Commercial Real Estate Finance industry, Mr. Chassin has had senior management roles at multiple Investment Banks in Origination, Capital Markets and Securitization, Rating Agency and Asset Management.  Prior to joining the Moinian group in 2017, Mr. Chassin was an originator on the Large Loan team at Morgan Stanley.  Prior to that, Mr. Chassin was the Hea ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also Chief Executive Officer of Aurora Industrial. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Aurora Industrial, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

William Clarkson

Partner, Head of Distressed Debt
Torchlight Loan Services

Bill is a Partner in the asset management group and Head of Distressed Debt. He has 18 years of professional experience. Prior to Torchlight, Bill worked at Ten-X, Starwood Property Trust, Rockwood Real Estate Advisors and First Potomac Realty Trust. Bill holds an MBA from the University of Florida and a BBA from Roanoke College.

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

Alexandra is Chief Investment and Operating Officer of Greenworks Lending, a Commercial PACE originator, where she oversees capital markets, underwriting and financial operations. In her current and prior roles, she has structured and overseen more than $500M clean energy financings across the residential, commercial and not-for-profit sectors. In 2015 Cooley co-founded Greenworks Lending to scale C-PACE financing nationally.  Since launching the firm, based in Darien CT, has entered 13 states and established the asset class for commercial PACE by leading the first securitization of commercial PACE assets in late 2017.  Cooley holds an MBA and a MEM from Yale and a BA from University ... (view full description)

Steven Coury

White and Williams LLP

Steven Coury concentrates on highly structured real estate finance and capital markets transactions, general real estate law and corporate matters. His real estate finance practice includes representing lenders and borrowers in CMBS origination and securitization, balance sheet lending, mezzanine lending, preferred equity investments, hard money lending, EB-5 lending, agency loans, and real estate debt secondary markets transactions (loan and participation sales and purchases) and debt syndications. In connection with real estate financing, Steven routinely represents clients in negotiating intercreditor agreements, co-lender agreements and participation agreements, as well as workouts, f ... (view full description)

Sean Egan

Managing Director
Egan-Jones Ratings Company

Sean Egan is a founding partner and president of Egan-Jones Ratings Company (EJR), which was organized in 1992 for the purpose of providing timely, accurate credit ratings.  Over the past decade, EJR provide risk managers with warnings on Ambac, Countrywide, Enron, Greece, Lehman, MBIA, New Century and many others well in advance of the majority of market participants.  Fortune Magazine named Mr. Egan the number one person for warning about the 2007 credit crisis. Mr. Egan has appeared on most major media outlets and has testified numerous times in front of Congressional committees.  Prior to founding Egan-Jones, Mr. Egan worked as a commercial banker for JP Morgan, as an investment banker f ... (view full description)

Sharif El-Gamal

Chairman & CEO
Soho Properties

Sharif El-Gamal is the founder of Soho Properties, a Manhattan-based real estate company. With a 15 year career in New York City real estate, Sharif has a broad array of experience ranging from the management of multi-family, office, retail, and residential buildings to the the acquisition of over 20 Manhattan buildings. Since founding Soho Properties in 2003, Sharif has executed over $1 billion in real estate transactions in Manhattan. Currently, Sharif and Soho Properties are undertaking 3 large new development projects. A charismatic and sought after public speaker, Sharif has appeared in national and international media such as NBC, CBS, CNN, NPR, MSNBC, NY1 and the BBC. Sharif is a Foun ... (view full description)

David Eyzenberg

Eyzenberg & Company

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is the founder of Eyzenberg LFC, an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.    ... (view full description)

Adam Gibbons

Managing Director
CIM Group

Mr. Gibbons is a Managing Director on the Investments team at CIM Group.  Since joining CIM in 2011, Mr. Gibbons has led over $5.0 billion in transactions across CIM’s opportunistic, value-add, stabilized, credit and infrastructure strategies.  He currently serves as the Credit Originations Director of the CIM Real Estate Credit Strategies platform and is responsible for leading CIM’s loan originations efforts across all U.S. markets.  Mr. Gibbons earned his MBA from the Stanford Graduate School of Business.  Prior to business school, Mr. Gibbons worked as an Associate at Lehman Brothers in the Global Real Estate Group across loan underwriting, origination and investment banking capacities. ... (view full description)

Peter Gilfillan

Conference Producer

Greg Gleason


Mr. Gleason is the Director of Finance at Corigin and is responsible for evaluating Corigin’s investment transactions, designing capital structures, and sourcing financing. Prior to joining Corigin, Mr. Gleason held various positions at DLJ Real Estate Capital Partners (“DLJ”), a $4 billion global real estate private equity manager. At DLJ, Mr. Gleason was responsible for opportunistic real estate acquisitions and asset management. Prior to DLJ, Mr. Gleason was an associate of Deutsche Bank Berkshire Mortgage in their special asset management department, where he specialized in commercial loan restructurings, loan resolution, and REO portfolio. Mr. Gleason graduated from Emory Universi ... (view full description)

Marshall Glick

AllianceBernstein LP

Marshall Glick is a Senior Vice President and Senior Portfolio Manager / Analyst in AllianceBernstein’s Securitized Asset Management Group, where he oversees investments in commercial mortgage-backed securities (CMBSs). He first worked at the firm from 1996 to 2002. From 2002 to 2009, Glick was a senior credit officer at Fortress Investment Group, where he sourced, underwrote and managed the assets in a multibillion-dollar investment portfolio that included credit-sensitive CMBSs, B-notes, mezzanine debt and whole loans, along with REIT debt and leveraged bank loans. He previously served as vice president, Structured Products, at Alliance Capital Management, where he focused on prim ... (view full description)

Steven Goldberg

Rosenberg & Estis, P.C.

Steven R. Goldberg joined Rosenberg & Estis, P.C. in 2012 and is a member with the firm's Transactional Department. Mr. Goldberg's practice involves all aspects of commercial real estate transactions, commercial real estate financings, acquisitions, development, dispositions, leasing and workouts. Mr. Goldberg focuses his practice on representing lenders and borrowers in financing transactions and developers in the development of residential and commercial properties throughout New York City and the United States. Mr. Goldberg has recently assisted clients in closing land and air right acquisitions, mezzanine and mortgage construction loans on behalf of borrowers and lenders, preferred e ... (view full description)

Tim Groves

Senior Managing Director
Cantor Commercial Real Estate

Tim Groves is a Senior Managing Director with Cantor Commercial Real Estate (CCRE) where he is responsible for the oversight and development of CCRE’s core business lines.  As a fully-integrated commercial real estate finance company, CCRE originates and distributes competitively underwritten fixed-rate and floating-rate mortgages, mezzanine loans and CMBS bonds.  Prior to joining CCRE Tim had spent nearly 15 years at Citigroup Global Markets Inc.  Most recently Tim had been a Director with Citi’s CMBS and Commercial Real Estate Finance Group where he was responsible for capital markets transactions of the GSE’s, Mortgage REITs, debt funds and other participants in the commercial real estate ... (view full description)

Elan Hakimian

Certes Partners

Mr. Hakimian is an accomplished commercial real estate investor and developer that has been actively investing in US market for over 12 years.  Mr. Hakimian has played a role in the acquisition, financing and management of over $1.0 bn of multifamily, hospitality, and development strategies across North America, and has overseen 5 condo developments, 4,000 multifamily units, and 5 hotels in North America. Mr. Hakimian is a co-founder of Certes Partner, an NYC focused investment and development company.  Previously, he spent 7 years at Deutsche Bank in opportunistic real estate funds, a global investment practice which had over $6 bn in AUM. Mr. Hakimian received a B.S ... (view full description)

Nitin Jagga

Investment Banking
Goldman Sachs & Co.

Nitin works in the Capital Markets team within the Real Estate Financing Group (REFG), which deploys the Goldman's balance sheet on mortgage and mezzanine Commercial Real Estate (CRE) lending opportunities. REFG is also responsible for the firm’s new-issue commercial mortgage-backed securities business and a significant portfolio of CRE assets within Goldman Sachs Bank USA. Nitin's primary responsibilities include pricing, structuring and distribution of large complex mortgage and mezzanine financings for sponsors and real estate investment trust clients and managing the group’s broader lending and securitization business. Nitin joined Goldman Sachs in 2011 as an analyst.

Joseph Lanzkron

Cleary Gottlieb Steen & Hamilton

Joseph Lanzkron is a partner at Cleary Gottlieb Steen & Hamilton LLP in the New York office. He has advised both borrowers and lenders in various mortgage and mezzanine financing transactions across multiple property types, including both securitized and balance sheet loans. He also regularly represents high-profile clients on complex real estate acquisitions, dispositions, and joint ventures. His recent experience includes representing various lenders to Blackstone in the financing of its multibillion-dollar acquisition of Strategic Hotels & Resorts and in a $1.02 billion mortgage loan, secured by the Willis Tower in Chicago; Goldman Sachs, as lender, to Veritas Investments in a $81 ... (view full description)

Douglas Lyons

Managing Principal

Douglas W. Lyons is a Managing Principal of Pearlmark, with responsibility for the firm’s capital markets and debt investment activities. He is also a member of the firm’s Management and Investment Committees. Prior to joining Pearlmark in 1996, Mr. Lyons was Vice President of Equity Institutional Investors, Inc. where he was responsible for merchant banking activities and strategic portfolio management projects for the Zell/Merrill Lynch Real Estate Opportunity funds, the Zell/Chilmark Fund, and other Sam Zell-related affiliates. In addition, Mr. Lyons actively managed an institutional portfolio of REIT stocks. Previously, he worked in the New York Real E ... (view full description)

Michael May

Silverstein Capital Partners

Michael May is the President of Silverstein Capital Partners (“SCP”).  Mr. May is focused on providing senior loans, bridge loans, subordinate loans, and rescue capital to borrowers on shovel-ready ground-up construction, heavy value-add repositioning, lease-up projects, land, and inventory loans on completed condominium projects.  SCP is targeting office, industrial, residential and retail properties with a minimum $25 million investment.  SCP is capitalized by two global institutional investors with established track records in the U.S. real estate market, and Silverstein Properties, Inc.   Previously, Mr. May was a founder and Chief Operating Officer of Cantor Commercial Real ... (view full description)

Timothy McGuire

Senior Vice President
Brookfield Asset Management

Tim is a Senior Vice President of Brookfield Real Estate Financial Partners, based in New York. Tim's responsibilities include origination and underwriting of new investments for Brookfield’s debt funds, asset management of fund investments, and loan syndications. Prior to joining Brookfield in 2014, Tim was an Executive Director at UBS Securities LLC, where he originated over $1.2 billion of CMBS loans and $600 million for UBS's balance sheet from 2010 to 2014. Tim started his real estate career in 2004 as an underwriter for Morgan Stanley, and received his B.A., magna cum laude, from the University of Pennsylvania in 2004.

Susan Morth

Chief Executive Officer
Energy Improvement Corporation NY PACE

Susan Morth is an experienced executive in the financial services industry focused on strategic initiatives as well as the development and implementation of new financial products. Currently the CEO of the Energy Improvement Corporation leading the redesign and relaunch of the NY State C-PACE program.

Matt Mustaro

Vice President, Debt Capital Markets
CleanFund Commercial PACE Capital, Inc.

Matt is the VP of Debt Capital Markets at CleanFund and previously headed execution at CleanFund. Previously, Matt has worked as independent real estate contractor for CMBS B-piece diligence; at Beneficial State Bank, heading the real estate income property lending division; Umpqua Bank as a underwriting team lead in income property lending, Luther Burbank Savings in Special Assets completing modifications, forbearances, and restructures, and at Bridger Commercial Funding in CMBS Securitization. Matt holds a B.S. in Managerial Economics from the University of California at Davis, and is a licensed California Real Estate Broker.  

Thomas O'Connor

Duval & Stachenfeld LLP

Thomas O’Connor is Chair of the Real Estate Finance Group and a member of the Real Estate Practice Group and Latin America Practice Group. Mr. O'Connor practices in the area of commercial real estate transactions with particular emphasis on real estate finance, acquisitions and sales. Mr. O'Connor represents major institutional lenders in financing transactions (including mezzanine debt) and real estate equity funds in the acquisition and sale of commercial real estate and debt. In connection with those transactions, he has assisted clients in forming real estate funds and in structuring their ownership and management interests through sophisticated joint venture arrangement ... (view full description)

Daniel C. Reynolds

Cleary Gottlieb Steen & Hamilton LLP

Daniel C. Reynolds is a partner based in the New York office.   Daniel’s practice focuses on domestic and international real estate transactions, including the financing, acquisition and disposition of real property. He has represented clients in the negotiation of joint ventures to acquire, finance and develop office, retail, hotel, multi-family and mixed-use properties throughout  the United  States and has advised both borrowers and lenders in various mortgage and mezzanine financing  transactions, including  both securitized and balance sheet loans.   Daniel was an associate in the New York office from 2000 to 2001, and rejoined the firm in 2011. He received a J.D ... (view full description)

Howard Schlesinger

Vice President
VRF Solutions LLC

Howard is a Founding Partner of Meridian Development Partners. He is a registered architect and manages the re-positioning and redevelopment of the properties in the Meridian portfolio. He is also Co-Founder of Red River Asset Management and is the EVP and Co-Founding Principal of The RoseMark Group. Meridian Development Partners is a diversified private equity investment firm with a pronounced social purpose focused on value add investments including real estate and private equity. Our real estate investments focus on the redevelopment of underutilized properties, returning them to productive use and as a result, improving the surrounding environment. Projects includ ... (view full description)

Andrew Smith

Managing Director & Co-Head, Real Estate Debt
Saperean Capital / Kayne Anderson Real Estate

Andrew Smith is a Managing Director and Co-Head of Kayne Anderson Real Estate’s Debt Platform (which includes Saperean Capital, the direct lending arm of Kayne Anderson Real Estate). Kayne Anderson Real Estate is an affiliate of Kayne Anderson Capital Advisors, a $29B AUM independent alternative investment management firm. The Real Estate Debt Platform has over $3B of AUM and originates non-recourse bridge loans, construction loans, mezzanine loans and preferred equity of $10mm - $500mm in the following asset classes across the U.S.: Senior Housing, Student/Multifamily Housing, Medical Office and Self Storage.

Norman Sturner

Murray Hill Properties

Norman Sturner is a founding Principal of MHP Real Estate Services and serves as President and Chief Executive Officer of the firm. Mr. Sturner has engaged in all aspects of the New York real estate market, including project acquisition, management and brokerage. He is responsible for the firm’s acquisition and disposition activities and has acquired and sold more than 150 properties with an aggregate value of more than 12 Billion dollars. Recently, Mr. Sturner was honored again by The Commercial Observer as one of the 100 most powerful people in New York Real Estate. Norman Sturner is an approved Receiver by The New York State Office of Court Administration (OC ... (view full description)

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

Kevin Swartz is a Managing Director at BrightSpire Capital, Inc. (f/k/a Colony Credit Real Estate, Inc.) where he heads originations for the Northeast and Midwest regions. Prior to joining the predecessor to BrightSpire in 2018, Mr. Swartz was Head of US Real Estate Lending at Rothesay Asset Management where he was the first employee in the US office to make US CRE portfolio loans on behalf of Rothesay Life.  Mr. Swartz has previously worked in the large loan groups at Morgan Stanley, Wells Fargo and UBS. Mr. Swartz received a Bachelor of Arts degree from the University of California, Berkeley and a Masters in International Political Economics and a Juris Doctor from ... (view full description)

Sal Tarsia

Managing Director, Principal Transactions
Hannon Armstrong Sustainable Real Estate

Sal Tarsia has over 20 years of experience in commercial real estate with expertise in structured lending, as well as, CMBS originations and underwriting. Prior to joining HASRE, Mr. Tarsia co-founded Bedrock Capital Associates, a boutique, commercial real estate lending platform where he served as Head of Originations. Previously, Mr. Tarsia served as a Senior Vice President within Capmark Finance (formerly GMAC Commercial Mortgage), where he co-headed Lending Operations and managed the New York office of Capmark’s Proprietary Lending Group. Mr. Tarsia’s team originated an annual average of $4 Billion of CMBS, structured floating rate mortgages and subordinate debt on all commercial r ... (view full description)

Jeff Wiseman

Managing Director & Head of US Real Estate Debt
H.I.G. Realty Partners

Jeff Wiseman is a Managing Director and Head of U.S. Real Estate Debt for H.I.G. Realty Partners, an affiliate of H.I.G. Capital, a leading global private equity investment firm with $41 billion of equity capital under management.  H.I.G. Realty Partners originates and invests in senior transitional loans, mezzanine loans and preferred equity.  H.I.G. Realty Partners will look at all asset classes (industrial, multifamily, office, hotels, retail, student housing, condominiums, including construction) in the Top 30+ markets across the United States.Mr. Wiseman is responsible for all aspects of the investment ... (view full description)

Marc Zegen

VP, Acquisitions & Originations
Madison Realty Capital

Mr. Zegen joined Madison Realty Capital in 2004  and is a Director of Debt Originations & Acquisitions.  Mr. Zegen’s is responsible for sourcing new debt and equity opportunities, purchasing of performing and non performing debt and acquisitions of development properties.  Since joining the firm Mr. Zegen has sourced and closed over $2.5 Billion in Transactions.

Gary Zimmerman

SVP Chief Underwriting Counsel
Fidelity National Financial-UC

Gary supervises, coordinates and advises the underwriting and production of UCCPlus Lender’s and Owner’s Polices. With over 30 years of Uniform Commercial Code (the UCC) experience, Gary is an authority and expert on matters relating to secured lending and loan transactions. As Chief Underwriting Counsel, Gary reviews and evaluates transaction structure and provides feedback on the insurability and necessary due diligence required to underwrite major-market commercial finance, mezzanine loan transactions and purchases of equity interests in limited liability companies and limited partnerships. He also provides counsel and advice to outside counsel and major commercial lenders with respect to ... (view full description)

Michael Zysman

Managing Principal
City Bay Capital LLC

Mr. Zysman has more than 22 years of commercial real estate experience and has been involved in more than 155 closed transactions totaling over $2.5 billion across most product types, including: multifamily, office, retail, industrial, affordable housing, student housing, military housing, condo conversion and ground-up development.    Prior to forming City Bay Capital LLC, Mr. Zysman was a Director at Arbor Realty Trust.  He has also held acquisition and asset management roles at Reckson Strategic Venture Partners, LLC, Time Equities, Inc., The Bainbridge Companies, The New Dawn Companies, and LNR Partners LLC. ​ Mr. Zysman holds a Bachelor of Business Administration ... (view full description)

Warren de Haan

Managing Co-CEO
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE. He is the Head of Asset Originations. Mr. de Haan has over 20 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014. Prior to STWD he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance business that was launched in 2004 and grew into one of the largest lending platforms in the United States focused on middle markets, closing ov ... (view full description)
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Event Contacts for Real Estate Mezzanine & High Yield Debt Forum


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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