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Amachie Ackah

Clay Cove Capital

Terri Adler

Chair of the Real Estate Practice Group
Duval & Stachenfeld

Terri Adler is a co-founder of the Firm, the chair of the Real Estate Practice Group, co-chair of the Distressed Real Estate Practice Group, co-chair of the Firm's In-House Counsel and CFO Support Services Group and a co-founder of the International Practice Group. Ms. Adler is considered one of the most talented and creative attorneys in her area. Her success is achieved largely by understanding the business goals of her clients and becoming a resource that is used to assist them in achieving those goals. While overseeing one of the largest real estate practice groups in the country, Ms. Adler has developed a wide range of expertise in all areas of national and international real estate ... (view full description)

Pike Aloian

Almanac Realty Investors, LLC

D. Pike Aloian, Partner. Mr. Aloian joined the Manager in 1988 and is responsible for the origination, economic analysis, closing and on-going review of the Manager’s investments. From 1980-1988, he was a vice president at The Harlan Company, where he was responsible for property acquisition, development and financing. Mr. Aloian is a director of Advance Realty Group, Denholtz Holdings, Drawbridge Realty Trust, EastGroup Properties, Merritt Properties, Shaner Hotel Holdings, and BSR Trust (formerly known as Summit Housing Partners). He has also served as an adjunct professor of the Columbia University Graduate School of Business. Mr. Aloian graduated from Harvard College in 1976 and rece ... (view full description)

Jeffrey Alpaugh

Managing Director, Global Real
Marsh & McLennan Companies, Inc.

Jeff is the Global Real Estate & Hospitality Practice Leader for Marsh. In this capacity Jeff is responsible for growth, retention, innovation, client service and market delivery for Marsh’s Real Estate and Hospitality clients globally. Marsh has dedicated Real Estate teams in each major office in the US, Asia, Europe, the Middle East and Africa. Prior to this role, Jeff was the Client Executive Practice Leader for Marsh in the Northeast, where he was responsible for overseeing the delivery of services to its clients. He founded the Boston Real Estate practice in April of 1998. In June 2001, Jeff assumed the additional responsibility of Practice Leader for Industry Groups. Jeff has over  ... (view full description)

Matthew Alshouse

Baker & McKenzie, LLP

Russell Appel

Praedium Group, LLC

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has overseen all aspects of The Praedium Group's activities, including its strategy and its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB's Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director. At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman S ... (view full description)

Devon Archer

General Partner
Rosemont Realty

Devon Archer is the General Partner of Rosemont Realty. Mr. Archer is also the Co-Founder and Senior Managing Director of Rosemont Capital, LLC where he has led the development of the investment platform which manages private equity, fixed income and real estate investments. Mr. Archer started his career at Citibanks foreign direct investment group, Citicorp Asia Ltd., before serving as a Vice President at New England Financial and subsequently MetLife where he worked as a special analyst to the Strategic Management Group of both groups Executive Committees. Mr. Archer was the Founder and President of Sitaro LTD., a leading marketing software and services company acquired by CoActive Mark ... (view full description)

Allen Ashley

DLA Piper

Allen Ashley concentrates his practice in the areas of US federal income taxation and the laws affecting business entities. Allen represents publicly-traded and privately-held multinational corporations and privately-held real estate funds. He is experienced in a broad range of business-related US federal income tax matters, including advising clients with respect to the tax aspects of domestic and international corporate acquisitions, dispositions and other reorganizations (including those involving publicly-traded corporations and REITs); capital market transactions; joint ventures; acquisition, ownership and disposition of real estate; intercompany transfer pricing and general ... (view full description)

Jason Baker

Acquisitions Director - Eastern Region

Mr. Baker serves as Senior Acquisitions Officer for the State Teachers Retirement System of Ohio Eastern Region. Mr. Baker joined STRS Ohio in April 2008. He is responsible for developing relationships, sourcing real estate transaction, structuring joint venture partnerships, and negotiating contracts. Prior to joining STRS Ohio, Mr. Baker worked for Wafra Investment Advisory Group, Inc. in the Real Estate Department sourcing real estate opportunities in North America. He also oversaw underwriting responsibilities and worked with lenders to arrange financing on acquisitions. Before Wafra, he worked for Goldman Sachs spending most of his time working with the Real Estate Principal Invest ... (view full description)

John Balboni

Sullivan & Worcester LLP

John G. Balboni is a partner in Sullivan & Worcester's Boston-based Real Estate and Corporate Practice Groups and heads the firm's Real Estate Finance Group, focusing on debt and equity transactions. His practice in real estate and finance law includes private/preferred equity investing, structured real estate transactions (with a focus on foreign investors), syndicated real estate projects, including limited partnership, limited liability company and tenant in common interests, lending matters and fund formation. His clients include real estate companies, hedge funds, insurance and finance companies, developers, investment bankers, local, national and international banks, REITs and other in ... (view full description)

Stuart Elizabeth Baldwin

Hodes Weill & Associates

Stuart Elizabeth Baldwin is a Principal of Hodes Weill & Associates. A founding member of the firm, Ms. Baldwin oversees the project management team, where her primary responsibility is executing advisory and capital raising assignments on behalf of investment and fund managers globally. She is actively involved in the underwriting and diligence of potential mandates. She also maintains a number of relationships with institutional real estate investors in the U.S. Previously, Ms. Baldwin was a Vice President of Credit Suisse, based in New York. Ms. Baldwin joined Credit Suisse in April 2008 as a member of the Real Estate Investments Group (REIG), which includes the firm's real estate inv ... (view full description)

Todd Bassen


Todd Bassen, Senior Director – Acquisitions, Invesco In a real estate career spanning over 30 years, Todd Bassen has acquired over eight billion dollars in real estate assets. Working exclusively in the New York metropolitan area, Todd oversees purchases that include office and high street retail, luxury residential properties and distressed debt assets. He also oversees retail acquisitions nationally. Todd came to Invesco from Vornado Realty Trust where he served for twelve years as a Senior Vice President of Acquisitions. Prior to Vornado, he was a Managing Director at Deutsche Bank – RREEF for five years. Todd serves on the board of the New York City Police Reserve Association an ... (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)

Michael Bernstein

Artemis Real Estate Partners

Mr. Bernstein is a Principal at Artemis Real Estate Partners and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing and implementing acquisition and asset management activities of Artemis. Mr. Bernstein is based in New York City. Prior to joining Artemis, Bernstein worked for 7 years at Brickman, where he most recently was a Managing Director overseeing the firms acquisition efforts throughout the United States. Previously, Bernstein was a Senior Investment Manager at Hines responsible for investing separate account capital throughout the east coast. He also worked for CIBC World Markets and started his career at Arthur Andersen where he focused on pe ... (view full description)

Nick Bienstock

Managing Partner

Mr. Bienstock is the Co-Managing Partner of Savanna. At Savanna, Mr. Bienstock has developed relationships with institutional lenders, third-party capital partners, and fund investors as well as identified acquisitions and structured transactions. Mr. Bienstock has worked on the acquisition, financing, redevelopment, restructuring and sale of over $5 billion of real estate throughout the United States and sits on the Investment Committee. Prior to joining Savanna in 1999, Mr. Bienstock worked at Capital Trust, Inc. and Chemical Bank's Real Estate Investment Banking Group. Mr. Bienstock received an MBA from the Columbia Business School, an MS in Real Estate Development from the Columbia Schoo ... (view full description)

Brooks Blake

Partner, Investments
Verdis Investment Management

Brooks A. Blake, Partner, Investments – Mr. Blake is an Investment Committee member at Verdis Investment Management (“Verdis”) and co-leads Verdis’ investment team, which is responsible for the development and management of all real assets investments, including investment strategy, portfolio construction, investment selection and sourcing, due diligence and risk management. Verdis is a privately-held investment management firm that creates and manages custom and commingled investment portfolios in real estate, energy, agriculture, metals, minerals and other natural resources. Brooks joined Verdis in May 2011, contributing extensive real estate and finance experience in both the United ... (view full description)

Gary Block

Managing Director
The Meridian Group

Mr. Block is a Partner and Managing Director at The Meridian Group, where he focuses on acquisitions and capital raising activities. Mr. Block has over 20 years of industry experience. At Meridian, Mr. Block led the firm's efforts in the formation of Meridian Realty Partners I, L.P., Meridian's first discretionary real estate private equity fund. In addition, Mr. Block has led and completed approximately $500 million of investments and refinancing / recapitalizations at Meridian. Prior to joining Meridian in 2007, Mr. Block was with The Carlyle Group, where he was a Global Partner, Managing Director, and head of the Real Estate Fund's Acquisitions Group. At Carlyle, Mr. Block led and ... (view full description)

Gregg Bloomberg

CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and the leader of the Firms Commercial Real Estate Industry Practice in our West Region. With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators.Prior to joining the Firm, Gregg served as director of tax for Westfield Corpor ... (view full description)

Andrew Borsanyi

The Concord Group, LLC

Andrew Borsanyi is a Managing Principal of The Concord Group and director of the firms New York office. Andrew focuses on the firms financial institution and international businesses. The Concord Group is a leading international real estate strategy consulting firm. Clients include private equity, investment and commercial banks, hedge funds, REITS, public agencies, and developer/builders. Assignments include asset and portfolio due diligence and valuation, development and sales strategy, market analysis, project programming and consumer research. Properties include development, mixed use, residential (for sale and rental), hospitality, resort and commercial assets. The Concor ... (view full description)

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Experience: Mr. Braha has been the managing member of Berkley Acquisitions LLC, a commercial real estate acquisitions company, since April 2008. Mr. Braha has explored various commercial trade opportunities in more than 50 countries. Mr. Braha has over 20 years of experience in the real estate industry, including raising capital as a developer and lead syndicator of commercial real estate as a principal, developer and property manager. In addition, he has arranged lease transactions, acquired multiple types of commercial, residential and industrial properties, and consulted and co-invested in various types of real estate. Mr. Braha has acquired, owned, managed, and operat ... (view full description)

Joel Breitkopf

Alchemy Properties, Inc.

Joel Breitkopf, Principal of Alchemy Properties Inc., has been in the real estate industry his entire 28 year career. Alchemy Properties is one of the most active and reputable residential development companies In New York City having developed over 25 buildings in the last fifteen years. Alchemy recently acquired the National Landmark Woolworth Building Tower for conversion to luxury condominiums. Mr. Breitkopf is involved in all aspects of Alchemy's developments and investments from acquisition, finance, design, construction and marketing. Mr. Breitkopf joined Alchemy in 1993. Previously, Mr. Breitkopf was an executive at Commercial Bank of New York and was Vice President of Acquisitions a ... (view full description)

David Broderick

Latham & Watkins

David Broderick is a partner in the New York office of Latham & Watkins. He has more than 20 years of experience in complex real estate transactions. He serves clients on a transactional level, working with complex debt and equity transactions, and on an active workout level, involving all types of restructurings, workouts and dispute resolutions. Mr. Broderick is a member of Latham's Real Estate, Private Equity and Restructuring, Insolvency & Workouts practices. He specializes in: real estate finance, mortgage and mezzanine financing, debt syndication, preferred equity, bridge financing and other structured financings, asset management, foreclosures and restructurings, complex equity inv ... (view full description)

Jahn Brodwin

Senior Managing Director
FTI Consulting

Jahn Brodwin is a senior managing director in the FTI Real Estate Solutions practice and is based in New York. He advises the firm's public and private clients on debt and equity transactions, real estate acquisitions, property and corporate due diligence and capital markets matters. Mr. Brodwin has expertise in all property types, including retail, office, residential, hospitality and industrial. Mr. Brodwin has more than 25 years of broad-based financial, accounting and SEC experience. He has earned a national reputation for guiding noteworthy transactions in the real estate and financial services industries and has assisted companies through public and private offerings. Prior to joining ... (view full description)

Adam Brooks

MD, Real Estate Investments

Adam Brooks Managing Director—Real Estate Group Adam Brooks joined AllianceBernstein in 2010 as a Managing Director of the Real Estate Group. He focuses on leading the acquisitions effort for the firm’s $680 million US Real Estate Partners fund and serves on the Investment Committee for this fund as well as the AllianceBernstein Real Estate Debt Fund. Brooks previously spent 15 years at Goldman Sachs, serving as managing director and head of real estate mezzanine investments in the Real Estate Principal Investment Area, and as a senior member of the acquisitions team for the Whitehall funds. He also served on the GS Real Estate Mezzanine Partners and Community Investment Group invest ... (view full description)

Tommy Brown

LGT Capital Partners

Mr. Brown is a Partner at LGT Clerestory LLC. He has more than 23 years of real estate experience. Prior to LGT Clerestory LLC, he was Global Head of Real Estate for Deutsche Bank Private Wealth Management, based in London. The majority of his career was spent with JPMorgan Real Estate Investment Banking in London, New York and Frankfurt.

Marshall Brozost

Schulte Roth & Zabel LLP

Marshall S. Brozost is a partner at Schulte Roth & Zabel, where his practice deals with all aspects of commercial real estate, including purchases and sales, formation of joint ventures, real estate fund formation, mortgage and mezzanine financing, REIT structuring, workouts and leasing. His clients include a wide variety of real estate private equity funds, investment advisors, domestic and foreign institutional investors, lenders and developers. Recognized by The Legal 500 United States as a top real estate practitioner, Marshall was profiled in Schulte Roth & Zabels RE Group Celebrates Landmark Year in the New York Real Estate Journal. He serves as director of NASDAQ-listed bus ... (view full description)

Chad Buchanan

Chief Investment Officer
Tryko Partners

Tryko Partners’ Chad Buchanan, chief investment officer, manages the private equity real estate group’s investment portfolio as well as capital relationships with both lenders and investors. He holds responsibility for underwriting and structuring individual transactions, and he supervises the firm’s growing team of analysts and financial asset managers. His efforts have helped Tryko Partners significantly expand both its multifamily and skilled nursing holdings. Marking his accomplishments, Commercial Property Executive named him among its 2013 “Stars to Watch.” Prior to joining Tryko Partners, during his first nine years in real estate, Buchanan completed $5.2B in debt and equity transacti ... (view full description)

John Burns

John Burns Real Estate Consulting

John founded the company to help business executives make informed housing industry investment decisions. The company’s research subscribers receive the most accurate analysis possible to inform their macro investment decisions, and the company’s consulting clients receive specific property and portfolio investment advice designed to maximize profits. The team takes great pride in enabling the profitable development of the best places to live in the world. John co-authored Big Shifts Ahead: Demographic Clarity for Businesses, a book written to help make demographic trends easier to understand, quantify, and anticipate. 750,000+ people follow John’s Linke ... (view full description)

Josh Carper

Executive Director, Finance
Greystar Real Estate Partners

Josh Carper is executive director for Greystar, where he is responsible for the oversight of the company’s debt capital markets functions, transaction structuring, and the financial reporting and management of the company’s domestic and international portfolio assets. Additionally, Josh oversees the legal functions of the Greystar combined investment management platform, as well as a many of the company’s accounting functions. Josh has been active in the multifamily industry since joining Greystar in 2003. Prior to that, Josh worked in the auditing group at KPMG, LLP, with clients in the financial services, non-profit, and real estate sectors. Josh holds a degree in professional accounting f ... (view full description)

Marty Caverly

Chief Investment Officer
Resource Real Estate

Martin Caverly is a private equity real estate professional with more than 25 years of U.S. and international real estate investment and management experience. Caverly is currently the Chief Investment Officer for Resource Real Estate, Inc., where he is primarily responsible for the development of new investment products, and will be developing an office platform for the company. Resource Real Estate currently has over $3.1bn in assets under management, primarily in the apartment sector, and in publicly traded real estate securities. Prior to, Caverly was the CEO of EVOQ Properties (OTC: EVOQ), a publicly held real estate company formerly known as Meruelo Maddux, w ... (view full description)

Rayenne Chen

Principal, Director of Investor Relations
Exeter Property Group

Ms. Chen is responsible for investor relations, investor reporting and capital formation at Exeter Property Group. Prior to the founding of Exeter in 2006, Ms. Chen was responsible for acquisition analysis at Preferred Real Estate Investments, where she also participated in the disposition of a 5 million square foot office, flex and industrial portfolio. Previously she served as Vice President of Finance at PMC Property Group, where she participated in over $300 million in asset financings and managed several million dollars in tax credit sales. She also served as an acquisitions analyst at Lubert-Adler Real Estate Funds and at Liberty Property Trust. Ms. Chen graduated with an AB degree f ... (view full description)

Yon Cho

Pacific Coast Capital Partners, LLC

Mr. Cho is a Partner in the NY office of Pacific Coast Capital Partners responsible for the origination of new debt and equity investments in the Eastern U.S. Previously he was head of Lehman Brothers Real Estate Mezzanine Partners, Lehman's real estate private equity debt platform. During the course of a sixteen-year career at Lehman, Mr. Cho also served as the Chief Operating Officer for the Global Commercial Real Estate Finance Group and was responsible for asset management, credit, and real estate investments in U.S and Asia. He has originated in excess of $10billion of principal investments in commercial real estate in a variety of debt/equity structures and distressed debt acquisitions ... (view full description)

Josh Cleveland

StepStone Group LP

Mr. Cleveland focuses on real estate investments.Prior to StepStone, Mr. Cleveland was a Partner of Clairvue Capital Partners, a real estate investment manager which integrated with StepStone to establish StepStone Real Estate. At Clairvue, Mr. Cleveland focused on originating and executing investments in the U.S. and Europe. Before Clairvue, he was a Director at Liquid Realty Partners, an investment manager focused on real estate private equity secondaries. He has also served as a Vice President at Capital Dynamics, a Swiss]based private equity manager, and worked in the debt capital markets divisions of Credit Suisse First Boston and Bank of America.Mr. Cleveland ... (view full description)

Michael Cohen

Director of Advisory Services
PPR, a CoStar company

Michael Cohen serves as Director of Advisory Services with PPR. Under Mr. Cohen’s leadership, PPR’s Advisory Services provides a range of services to a client list that represents a “Who’s Who” of global real estate capital (both equity and debt). Mr. Cohen also follows, analyzes, and provides consulting on the state of the U.S. housing market, both rental and for-sale product, tailoring his research in this area to the needs of PPR’s diverse client base. Another area of prime consulting is the relative performance of the U.S. office market. He is the author of several white papers on the state of the apartment market, including The End of the Housing Party: Will Commercial Real Estate Inves ... (view full description)

Bryan Colwell

Co-Founder/Managing Partner
LCN Capital Partners

Mr. Bryan York Colwell Co-Founder and Managing Partner, LCN Capital Partners L.P. (New York) and LCN Capital Management S.a.r.l. (Luxembourg) Bryan York Colwell is a 17-year veteran of Goldman Sachs investment banking/M&A, served as a global group head at ABN Amro Bank, and has a proven record in business creation and restructuring as a private investor. As a co-founder of LCN Group with Edward V. LaPuma, he has been responsible for bringing innovative dual-currency credit-focused private equity funds to the institutional market, simultaneously creating a new non-bank source of capital for corporations in North America and Europe. Mr. Colwell graduated with a B.A. with honors in History ... (view full description)

Roger Cozzi

CIO - Commercial Real Estate Lending

Roger Cozzi is Chief Investment Officer, Real Estate Debt for the Real Estate Investment Group. Prior to joining AllianceBernstein, From 2008 to June 2012, Mr. Cozzi was Chief Executive Officer at Gramercy Capital Corp., a NYSE listed REIT, where he was responsible for repositioning and recapitalizing a $7.9 billion balance sheet consisting of 1,000+ net lease investments, $3 billion commercial real estate CDOs with $2.2 billion of whole loans and subordinate investments and $800 million of CMBS. Prior to Gramercy Capital, in 2007 Mr. Cozzi was a Managing Director at Fortress Investment Group responsible for commercial mortgage investments.  From 1998 to 2007, he held various senior pos ... (view full description)

Jeffrey Dauray

Senior Vice President-Acquisitions
RLJ Lodging Trust

Jeffrey Dauray joined the RLJ senior team in January 2009. He currently serves as Vice President, Acquisitions with responsibility for the REIT’s acquisitions. Jeff’s focus for RLJ is on acquiring fee simple hotel assets, strategic property portfolios, whole loans, and entity level M&A transactions in the hotel sector. A 27-year veteran of investment real estate, Mr. Dauray’s career is comprised of senior positions in hospitality sector brokerage, REO asset management, and opportunistic RE investment banking. Prior to joining RLJ, Jeff covered the hospitality sector for CBRE’s Investment Properties Institutional Group in New York, CBRE’s top-producing investment sales team worldwide. From ... (view full description)

Marc Davidson

Managing Director and Portfolio Manager
AEW Capital Management, L.P.

Marc L. Davidson is a Managing Director of AEW and Portfolio Manager for the AEW Partners Funds, overseeing portfolios with an aggregate value of approximately $1.2 billion. He is responsible for evaluating and negotiating new investment opportunities and for managing the execution of the business plan for each investment asset. Mr. Davidson is also a member of AEWs Investment Committee and Risk Management Committee. The AEW Partners Funds are a series of real estate opportunity funds targeted toward investors who seek to achieve high risk-adjusted returns.Mr. Davidson joined AEW in 1995 and has 29 years of experience in real estate consulting, property management and development ... (view full description)

Stephen Davidson

Vice President
Morgan Stanley Alternative Investment Partners

Stephen is an investment analyst for Morgan Stanley Alternative Investment Partners Real Estate Fund of Funds group based in New York. He joined Morgan Stanley AIP in 2011 and is the investment team's region head for the Americas. He has more than 5 years of industry experience. Prior to this role, Stephen was a vice president in Company Management at Morgan Stanley, focusing on major strategic initiatives. Previously, he was an associate in the firm’s Real Estate Investment Banking group, where he was involved in advisory assignments involving approximately $6 billion of underlying real property and executed over $4 billion of equity and debt capital raising transactions. Stephen received ... (view full description)

Ronald Dickerman

President & Founder
Madison International Realty

Mr. Dickerman is the President and Founder of Madison International Realty, a global, fully integrated real estate private equity firm with offices in New York, London, and Frankfurt. Madison has become a global leader in providing joint venture and preferred equity to real estate owners and investors in class A properties and portfolios in the US, UK, and Western Europe. Madison also focuses on capital partner replacements, equity monetizations, and recapitalizations of commercial properties and portfolios including such iconic assets as the Seagram Building, New York, Devonshire House, London and the Trianon Office Tower, Frankfurt. In addition, Madison is an investor in Canary Wharf, L ... (view full description)

Christopher Diffley

Managing Director
RockBridge Capital, LLC

Chris Diffley is a Managing Director of the firm's Investment Management Group. In this role, Mr. Diffley's primary responsibility is directing the day-to-day operations of the Investment Management Group, with a goal to ensure a return of the Fund's capital and maximize each investment's return on invested capital. Mr. Diffley manages the oversight of Rockbridge's investment portfolio to assess risk, ensure the security of the collateral, and enhance the value of these assets through performance analysis, capital investment, and close coordination with Rockbridge's operating partners regarding execution of each business plan. Mr. Diffley initially joined Rockbridge as a member of the Invest ... (view full description)

Jim Dillavou

Paragon Commercial Group

Jim is co-founder and principal of Paragon Commercial Group where he focuses on corporate strategy, acquisitions and capital structuring. Jim’s background in development, law and capital markets has powered Paragon’s steady growth and reputation as one of the preeminent retail development firms in California.  Jim is a former real estate and finance attorney with Latham & Watkins LLP where he represented developers, equity investors and lenders in capital structuring, acquisitions, dispositions, leasing and entitlements. Jim’s practice also included the representation of institutional clients including Credit Suisse, Goldman Sachs and Deutche Bank in the acquisition, financin ... (view full description)

Robert Dombi

Landmark Partners

Robert J. Dombi is a Partner of Landmark Partners and has responsibility for sourcing and underwriting new investments, transaction negotiation and fundraising. During his 33 years in the real estate industry, Mr. Dombi has worked in a variety of capacities in both public and private development companies on behalf of private and institutional investors. He has been responsible for the completion of asset acquisitions, financings, joint ventures and development projects in excess of $1 billion. Mr. Dombi joined Landmark in 1999 to assist in the expansion of the firm's secondary market activities. Previously, he was Executive Vice President at The Hutensky Group and Vice President, Financ ... (view full description)

David Douvadjian

Executive Vice President
Colliers International

AREA OF EXPERTISEMr. Douvadjian is an executive vice president and managing partner, member of the Executive Committee and a shareholder of the firm. He provides nationwide representation for Boston-based clients, fulfilling the full spectrum of their debt and equity needs. Mr. Douvadjian also plays an instrumental role in cultivating strong relationships with existing lenders while expanding the roster of accessible financial institutions including the firm's life insurance company correspondents, Wall Street firms, debt funds, and major and local banks.PROFESSIONAL ACCOMPLISHMENTSWith over 30 years' experience with the Capital Markets group, Mr. ... (view full description)

Dean Dulchinos

Portfolio Manager – Debt Strategies
Cornerstone Real Estate Advisers LLC

Mr. Dulchinosis Portfolio Manager for Cornerstones commercial real estate debt program where his responsibilities include strategy, investment selection, portfolio finance and reporting. He plays a key role in the development, implementation and distribution of investment products for Cornerstones clients with a focus on debt strategies. Mr. Dulchinos serves as an Ex Officio member of Cornerstones Alternative Investment Committee and is a member of Cornerstones Debt Valuation Committee. Previously, Mr. Dulchinos served as co-head of Cornerstones Alternative Investment Group with responsibility for high yield debt investments, credit facility lending and tax credit debt and equity ... (view full description)

Jerry Dunn

Chief Executive Officer and Principal
A10 Capital

Jerry Dunn is chief executive officer of A10 Capital, which he co-founded in 2007. During his career, which has spanned more than 20 years, Jerry has developed extensive experience starting and scaling nationwide commercial lending businesses. He has closed over $2 billion of structured finance deals in the capital markets and nearly $4 billion of commercial loans across both specialty finance and top-25 commercial bank platforms.Jerry most recently was an executive vice president and member of the Senior Management Committee at Bank of the West, one of the 25 largest banks in the country and a wholly owned subsidiary of BNP Paribas. As chief of staff, Jerry acted as the right-ha ... (view full description)

Michael Eglit

Managing Director

Michael Eglit is a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in New York.  Since joining Blackstone, Mr. Eglit has been involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies.  He has been involved with or responsible for more than $7.0 billion in first mortgage, mezzanine, B-note and preferred equity originations, as well as the acquisition of more than $6.0 billion in legacy loans.  Before joining Blackstone in 2010, Mr. Eglit was with Wrightwood Capital where he underwrote and originated first mortgages, mezzanine loans and preferred equity. Mr. Eglit received a BA from Lehigh ... (view full description)

Jason Eisenberg

Apollo Global Management, LLC

Jason Eisenberg is a Principal in the Real Estate Private Equity Group of Apollo Global Management, LLC. Mr. Eisenberg is primarily responsible for sourcing, structuring and execution of U.S. acquisitions across multiple property types. Prior to joining Apollo in 2009, Mr. Eisenberg was a Vice President at Lehman Brothers Real Estate Partners where he participated in the acquisition and financing of numerous single property investments as well as several corporate and portfolio transactions on behalf of the firm’s real estate opportunity funds. Previously, Mr. Eisenberg was in the Private Equity Group of J.P. Morgan Partners and he began his career in the Financial Institutions Investment ... (view full description)

Todd Eisner

Real Estate Partner
Duval & Stachenfeld

Todd R. Eisner joined the Firm in 2000 and is a member of the Transactional Department, the Real Estate Practice Group, the Distressed Real Estate Practice Group, the Corporate Group, the Investment Funds Practice Group and the Hotels and Resorts Practice Group. Mr. Eisner has expertise in many real estate practice areas, predominantly in sales, leasing, acquisitions, financings and development relating to all types of commercial transactions and distress situations. Mr. Eisner frequently handles transactions involving complicated joint ventures and mezzanine financing. Mr. Eisner also has extensive experience handling all aspects of hotel acquisitions and dispositions and has negotiated ... (view full description)

George Ekins

American Dream Investment Holdings

Mr. Ekins is a founding principal of American Dream Investment Holdings, which operates federally approved EB-5 investments and PE funds in multifamily and data centers. Total AUM is $800M.

Ali Elam

Managing Director
Fortress Investment Group

Ali Elam is a Managing Director, focusing on hospitality and related fields as well as international real estate debt and equity investments. Recent transactions have included senior, mezzanine and preferred equity financing of individual hotels, hotel developments, land acquisitions as well as large portfolios in the US, Europe and Latin America. Ali maintains Fortress’s relationships with all major hotel brands and individual owners. Prior to joining Fortress, Ali spent 8 years at Lehman Brothers in both investment banking and real estate principal investments. He also worked at Goldman Sachs in London and First Boston Corporation (now Credit Suisse) where he started his career. He holds a ... (view full description)

David Eyzenberg

Principal – Debt, Joint Venture & Structured Capital
Avison Young

David Eyzenberg is a Principal in the New York office, where he is the US lead for a team responsible for the origination and execution of real estate investment banking transactions.  His primary focus is assisting owners, developers and operators to efficiently access capital from the institutional investor universe.   Core competencies include structuring joint venture equity, mezzanine debt/preferred equity and debt transactions for existing or to be built real estate projects.  Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases.  Complementing his professional endeavors, Mr. Eyzenberg teaches grad ... (view full description)

Mark Fawer

Arent Fox LLP

Mark Fawer is a partner in the Real Estate group, where he focuses on matters including the representation of real estate developers, funds, REITs, CDOs, investors, and lenders in the acquisition, financing, development, refinancing, recapitalizing and sale of single-asset and portfolios of multifamily, retail, industrial, office, and hotel properties and the origination, purchase, disposition and restructuring of senior and mezzanine real estate and corporate loans and loan participation interests.

Steve Felix

Felix / Weiner Consulting Group

Steve has more than 30 years of experience in the commercial / institutional real estate industry. Prior to launching the Felix / Weiner Consulting Group in 2012, Steve was Head of Client Relations Global Real Estate for Aviva Investors. For 10 years he was Managing Director at Institutional Real Estate, Inc. Steve provided executive consulting services to 59 real estate investment management firms and other commercial real estate service providers in the US and Europe, where he launched the firm's business in 2006.His background includes capital raising and advising senior management on corporate strategy. He has held senior positions in development and redevelopment, leasing, workouts and ... (view full description)

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

Mr. Fields is Senior Vice President of Inland Institutional Capital, LLC where he is responsible for the portfolio management of the Inland Retail Property Fund, capital raising and advisory services to the companies that are a part of The Inland Real Estate Group of Companies, Inc. Prior to working for Inland, Mr. Fields was Managing Director and Head of Real Estate at Capital Dynamics based in Zurich, Switzerland. At Capital Dynamics, Mr. Fields established the private equity real estate investment management division based upon his many years of investment experience, coupled with Capital Dynamics private equity structure and processes. Mr. Fields previously oversaw HRJ Capita ... (view full description)

Peter Fish

Managing Director, lnvestment Banking
Raymond James & Associates, Inc.

Mr. Fish joined Raymond James & Associates' real estate investment banking group in February of 2014 to lead the team's private placement efforts. In this capacity he advises public and private real estate companies facing growth challenges involving capital formation, and delivers solutions including separate accounts, closed end funds, family office syndications, programmatic joint ventures, and entity level investments. Prior to joining Raymond James, Mr. Fish worked as a private equity placement agent at Fortress Group, Inc. as head of the real estate group. He has spent the majority of his career in real estate private equity investments and investment banking, and he has directly m ... (view full description)

Chris Flick


Mr. Flick is a senior vice president in the portfolio management group in the Newport Beach office, focusing on commercial real estate investments. Prior to joining PIMCO in 2011, he structured real estate transactions throughout the U.S. as a vice president for acquisitions/originations and portfolio management at Lowe Enterprises. He has seven years of investment experience and holds an MBA and an undergraduate degree from the University of California, Berkeley.

Brett Forman

Forman Capital, LLC

Brett D. Forman, Founder and CEO Forman Capital is a direct, balance sheet lender for commercial real estate properties located throughout the United States. Forman Capital specializes in providing senior bridge and subordinated debt from $5MM to $25MM. It focuses on financing transitional assets, construction projects, note acquisitions and special situations, including distressed debt and equity. Forman Capital

Gregory Fournier

Managing Principal
Greenbrook Partners

Greg Fournier is Managing Principal of Greenbrook Partners.  Mr. Fournier leads the overall management of the firm, including oversight of acquisitions, deal execution, new business and financing activities.  Prior to forming Greenbrook Partners, he was Managing Director at East End Capital, an operating company with 2.5 million square feet of office, retail and residential real estate in New York City.  Prior to East End, Mr. Fournier co-managed real estate investments at The Olayan Group, a private investment company based in New York City with $1.5 billion of invested equity in real estate.  Mr. Fournier earned a B.A. in Economics from Boston University and an MBA from the Marshall School ... (view full description)

Chris Fraley


Chris Fraley is the Chief Investment Officer for RealtyMogul and a member of RealtyMogul’s Investment and Executive Committee.    Mr. Fraley has over 20 years of experience in commercial real estate finance, specializing in complex joint venture equity investments; first at Rockwood Capital and later at a company he founded called Evolve. Since Mr. Fraley started as CIO in June 2017, RealtyMogul has closed investments in over $300M of assets in joint venture, debt and preferred equity. Mr. Fraley started Evolve in 2013, focusing on co-general partnership opportunities and has structured transactions totaling $400M in cost.  Prior to star ... (view full description)

Deborah Friedland

Director - Hospitality Services
EisnerAmper LLP

Deborah Friedland is a Managing Director in the firm’s Financial Advisory Services and Real Estate Groups. She is also Practice Leader of Hospitality Advisory Services. Deborah specializes in operational strategy analysis, asset management, valuation, internal control review and assessments, market studies, and transactional due diligence for investors and lenders. With over 25 years of experience, she has advised clients in connection with the acquisition, finance, conversion or operation of real estate, including hospitality, gaming, restaurant, industrial, commercial, mixed-use, golf course, and amusement park properties, in addition to numerous REITs dedicated to investing in such proper ... (view full description)

Michael Gallerstein

Equity Resource Investments

Terrell Gates

Chief Executive Officer
Virtus Real Estate Capital

Terrell Gates, JD Chief Executive Officer Terrell F. Gates III is founder and CEO of Virtus Real Estate and is ultimately responsible for all strategic decisions. Mr. Gates is a third generation commercial real estate investor and operator who experienced first-hand the turmoil of the S&L and real estate crash during the 1980’s. After beginning his career in the student housing industry in 1992, Mr. Gates has held numerous principal level positions in real estate, law and finance. Prior to founding Virtus, Mr. Gates was Director of the GGS Private Banking group at Merrill Lynch. Since establishing Virtus in 2003, Mr. Gates has been responsible for the execution of Virtus’ 35 real estate ... (view full description)

Michael Glazer

Goodwin Procter LLP

Michael Glazer is a partner in Goodwin Procters Real Estate Capital Markets Group specializing in real estate, commercial finance focused on creative debt and equity structures and joint ventures, hospitality and leasing. Mr. Glazer served as chair of Goodwin Procter's Real Estate Capital Markets Group from 1984 to 1994 and as chair of the firm's Real Estate Investment Management Practice. He has developed special expertise advising and representing real estate investment managers, real estate funds, REITs, public and private real estate operating companies, hospitality clients and other institutional investors in connection with their real estate investment opportunities and needs. ... (view full description)

Jonathan Glick

Managing Director
Incubation Capital Partners LLC

Mr. Glick is a Founder and Managing Director of Incubation Capital Partners LLC, a merchant banking platform focused on next generation and emerging real estate investment managers. Mr. Glick brings to Incucap extensive investment banking and private equity experience, and has spent his real estate career focused on underwriting operating partners as both a principal and advisor. By doing so, Mr. Glick has developed an extensive network of relationships with both LPs and GPs across the globe. Over his career, Mr. Glick has played an integral role in approximately $10 billion of M&A transactions, and assisted in the raising of approximately $1 billion in debt and equity capital, including ... (view full description)

Robert Gray

Managing Partner
TerraCap Management

Prior to joining TerraCap as a Managing Partner, Mr. Gray spent 24 years in commercial real estate with Cantor Fitzgerald, Morgan Stanley, JP Morgan and Citicorp. Mr. Gray invested in TerraCap I, and subsequently decided to join our team to provide us with institutional real estate experience. Prior to joining TerraCap, Mr. Gray was with Cantor Fitzgerald & Co in the role of Senior Managing Director and Global Head of Merchant Banking. His role encompassed establishing, capitalizing and acquiring commercial real estate investing and operating companies globally.Prior to joining Cantor Fitzgerald, Mr. Gray was a Managing Director at Morgan Stanley Real Estate Investing, a $60 ... (view full description)

Robert Greene

Vice Chairman
Virginia Retirement System (VRS)

Robert L. Greene is a Principal with Syncom Venture Partners, a leading venture capital firm based in Silver Spring, Maryland. Syncom has more than $400 million of assets under management and makes equity investments in early to mid-stage Media & Communications companies. Bob's responsibilities include deal sourcing, investor relations and portfolio company development. In 2008, Bob received a gubernatorial appointment to serve as a Trustee for the Virginia Retirement System (VRS). VRS is a $51 billion pension plan sponsor serving Virginia's public sector employees. The board of trustees oversees the administration of VRS's various benefit programs and works with VRS's investment sta ... (view full description)

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC

Ms. Greis is the founder and CIO of Perennial Capital. She began her real estate career with a large, US real estate syndicator where she was involved in the acquisition of large commercial properties. Later, as EVP of a publicly-held bank, she managed 300+ people and over 90% of the holding company profit of the $1 billion institution and was heavily involved in the evaluation, due diligence and bidding process for failing banks from the FDIC. Later, she became a consultant for Cambridge Associates and worked with clients such as Harvard University and large family offices with world-wide name recognition. Before Perennial Capital, she was the Acting Director of Investments for a NYC-based ... (view full description)

Matt Gross

Walton Street Capital, LLC

Matthew Gross has been in the real estate investment industry for 10 years. In his current role at Walton Street Capital, a manager of real estate private equity funds, Matthew is responsible for sourcing and executing the acquisition and asset management of all of Walton Streets investments in the residential real estate space. Since joining Walton Street in 2005, Matthew has been responsible for over $3B of transactions, including both debt and equity investments. In 2012, Matthew was promoted to Principal within the firm, reporting directly to the investment committee of Walton Street Capital.Prior to joining Walton Street, Mr. Gross worked for Jones Lang LaSalle in their s ... (view full description)

Justin Guichard

Managing Director
Oaktree Capital Management

Mr. Guichard joined Oaktree in 2007, and focuses on real estate debt (both securitized and non-securitized) and equity investments. Prior to Oaktree, Mr. Guichard worked for Barrow Street Capital, Supportsoft, Inc., and in Merrill Lynch & Co.’s Real Estate Investment Banking group, where he closed over $5.0 billion of M&A and financing transactions. Mr. Guichard received a B.A. degree in History with a specialization in Business Administration from UCLA and an M.B.A. from MIT’s Sloan School of Management.

Farid Guindo

Managing Partner
Drill Capital LLC

Farid Guindo is the Founder and Managing Partner of Drill Capital LLC. Prior to founding Drill in 2012, Mr. Guindo was part of a three-person energy investment team at Ospraie Management, a New York City-based asset management firm that focuses on commodities and basic industries. Previously, Mr. Guindo was part of the Energy Investment Banking Group at Barclays Capital, where he worked on over $62 billion of mergers-and-acquisition-related transactions and over $5 billion of completed debt and equity issuances for multiple domestic and international companies in the energy sector. He holds a Bachelor of Commerce with Joint Honors in Economics and Finance degree from McGill University.

Jon Haahr

Founder & Senior Managing Principal
silver portal capital

Mr. Haahr founded Silver Portal Capital and is its Senior Managing Principal, having over 25 years of experience in real estate and the capital markets, with a track record that exhibits a depth of investment banking, investment advisory and capital raising expertise. He directs a team that provides services in the areas of strategic/financial advice and capital formation to a focused group of private and public real estate clients owning/operating all types of commercial, healthcare, and hospitality properties. Mr. Haahr has also worked extensively in the non-traded REIT sector, providing strategic/financial advice to senior management teams and boards of directors. He has been managing und ... (view full description)

Clark Hanrattie

Partner & Chief Financial Officer
HEI Hotels & Resorts

Clark is responsible for refining the firm’s investment strategies, managing the acquisition/disposition process and fund financial/tax reporting, monitoring economic and industry conditions, and overseeing the firm’s capital markets, investor relations and asset management functions. Professional Experience Prior to joining HEI in February 2004, Clark was a partner at Olympus Real Estate Partners, the real estate-affiliate of LBO-firm Hicks, Muse, Tate & Furst, which acquired approximately $5 billion in assets from 1994 to 2003 through three discretionary real estate funds representing nearly $1.7 billion in equity commitments. During his ten year association with Olympus, Clark rose from ... (view full description)

Michael Happel

Managing Director
American Realty Capital

Mr. Happel has over 20 years of experience investing in real estate including acquisitions of office, retail, multifamily, industrial and hotel properties as well as acquisitions of real estate companies and real estate debt. From 1988-2002, he worked at Morgan Stanley & Co., specializing in real estate and becoming co-head of acquisitions for the Morgan Stanley Real Estate Funds, or MSREF, in 1994. While at MSREF, he was involved in acquiring over $10 billion of real estate and related assets in MSREF I and MSREF II. As stated in a report prepared by Wurts & Associates for the Fresno County Employees’ Retirement Association for the period ending September 30, 2008, MSREF I generated approxi ... (view full description)

Charles Harrison

REIT Funding, LLC

Charles Harrison is the president and CEO of REIT Funding, LLC, a company he founded in 1998 to source the accommodation shareholders needed by private REITs in order to meet the 100 shareholder requirement for REIT status. REIT Funding also handles all of the related tax and administrative matters for these investors. REIT Funding has provided Accredited Investors and/or Qualified Purchasers ('40 Act) to over 1200 REITs since its inception. These REITs have brought in nearly $240 billion of common equity to the U.S. real estate market. Charles is a former partner in Arthur Andersen, SC where he spent the first 25 years of his career. He is a member of NAREIT, the Association of Fore ... (view full description)

Dan Hartman

Ares Management, LLC

Dan Hartman has over 20 years of experience in commercial real estate. At Ares Management, he is the Northeast Region Manager responsible for originating, structuring and closing first mortgage, mezzanine debt and preferred equity in the Eastern United States, concentrating on the Northeastern and Mid-Atlantic markets from Virginia to Massachusetts. He was previously with GE Capital’s North American Equity team where he was responsible for identifying and establishing equity joint venture relationships and investments with real estate operating partners in the Northeast. Previous positions have been with Daimler Chrysler Capital (debis), ORIX Real Estate and Chase Manhattan Bank. He hold ... (view full description)

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

Terence Hatton is Managing Director and Group Head of Fund Finance for MUFG. Mr. Hatton manages the group’s clients across the U.S. He is focused on providing subscription and bridge capital call facilities to all types of private equity funds. With more than 25 years of combined banking and private equity experience, Mr. Hatton joined MUFG in 2011. Prior to his current position, Mr. Hatton was employed at Starwood Capital Group were he was responsible for arranging debt financing on various commercial properties.  He also served as managing director of Bank of America for 16 years. Mr. Hatton received his bachelor’s degree in economics from University of Western Onta ... (view full description)

TR Hazelrigg IV

Avatar Financial Group

Mr. Hazelrigg is the co-founder and President of Avatar Financial Group (AFG) where he is responsible for investor relations with family offices, hedge funds and high net worth individuals. Avatar offers accredited investors participations in loan secured by a first lien on real estate. He is also directly involved in loan origination, structuring and underwriting. Prior to founding AFG in 2003, Mr. Hazelrigg joined Pacific Coast Investment Company in 1995 where he became one of the nation’s leading originators of non-conforming loans, building the Company’s portfolio to nearly $200 million. Mr. Hazelrigg has underwritten and funded over $1 billion in private commercial loans. Mr. Hazel ... (view full description)

Ruprecht Hellauer

Managing Director
Albulus Advisors Germany GmbH

Ruprecht Hellauer is founder and Managing Partner of Albulus Advisors Germany GmbH. He has 20 years of real estate investment experience, thereof 10 years investing in NPLs. Prior to founding Albulus, he co-founded Lohnbach Investment Partners GmbH in 2004, which was the German investment arm dedicated to NPL investments for the Soros Real Estate Investors. Prior to Lohnbach he was Managing Director at DTZ Investment Advisers GmbH. At DTZ Ruprecht developed the investment advisory business to one of the leading advisory groups in Germany and worked on some of the early NPL transactions. Before joining DTZ Ruprecht was an Equity Partner at FERI Real Estate GmbH advising on several high ... (view full description)

Jilliene Helman

Chief Executive Officer

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

James Henderson

Managing Director-Alternative Investments Group
Cornerstone Real Estate Advisers LLC

Mr. Henderson heads Cornerstone's Alternative Investments Group where he has responsibility for a national platform focused on raising and deploying client capital into illiquid and less liquid high yield debt investments, to include levered bridge lending strategies, mezzanine debt, and preferred equity. His focus includes strategic investment opportunities and development and distribution of private equity investment funds.Prior to joining Cornerstone in 2010, and its affiliate Babson Capital Management in 2005, he was a partner at a private equity real estate firm with over 25,000 units, focused on the acquisition and repositioning of distressed multifamily assets. Previous ... (view full description)

Jay Henry

Managing Member
TriGate Capital, LLC

Jay Henry Mr. Henry is Managing Member of TriGate Capital, LLC (“TriGate”) and CEO of JAH & Company, L.P. (“JAH & Company”). TriGate is an investment management firm that is focused on capitalizing value-added commercial real estate projects. TriGate has purchased over 7 million square feet of commercial properties. JAH is a family-controlled holding company that, through its JAH Realty subsidiary, is a developer/owner/operator of neighborhood retail properties in Dallas/Ft. Worth and Oklahoma City. JAH Realty currently owns approximately 1.7 million square feet of properties with no outside capital partners. Prior to his current roles, Mr. Henry was a Managing Director of Morgan Stan ... (view full description)

Amy Hirsch

Chief Executive Officer
Paradigm Consulting Services

David Hirson

Fragomen, Del Rey, Bernsen, and Loewy LLP

David has more than 30 years of experience in the practice of immigration law and co-manages the Firm's Irvine office. He has been certified as a Specialist in Immigration and Nationality Law by the State Bar of California, Board of Legal Specialization continuously since 1990.

James Hisiger

Latham & Watkins

James Hisiger is a partner in the New York office of Latham & Watkins and is Global Co-chair of the Real Estate Practice. Mr. Hisiger has extensive practical experience in real estate financing (construction, permanent, second-lien, leasehold and mezzanine) including securitized financings, syndications and participation, sale-leasebacks and OpCo/PropCo structures, with respect to various asset classes, the formation and negotiation of complex joint ventures (mergers and acquisitions, passive equity and management roles), limited partnerships and limited liability companies, as well as real estate development, acquisitions, dispositions and exchanges, option agreements, ground leases an ... (view full description)

Nicholas M. W. Hoffman

Haynes and Boone, LLP

Nicholas Hoffman is a partner in the Real Estate Practice Group in the New York office of Haynes and Boone, LLP. He represents institutional and private clients in sophisticated real estate transactions, including subordinate debt financings, debt restructurings, syndicated debt financings, asset acquisitions and dispositions, leasing and land use matters.
Nicholas also has experience in real estate development and the operation of office and residential properties in New York, Washington, D.C. and Boston. Nicholas received a Certificate in Real Estate Finance and Investment from the NYU Shack Institute of Real Estate in 2012.

Robert Insolia

Managing Partner
Goodwin Procter LLP

Rob Insolia, a partner in Goodwin Procter's nationally recognized Real Estate Capital Markets Group, represents and advises clients involved in the capitalization of real estate through public and private capital markets. Formerly co-chair of the firm's Real Estate Private Investment Funds Practice, Mr. Insolia assists clients with the formation of domestic and international private equity and real estate funds, REIT IPOs and follow-on public offerings, the formation and capitalization of investment managers and finance companies, mergers and acquisitions of real estate operating companies, and the purchase, sale, financing and restructuring of real estate and real estate-related assets. ... (view full description)

Jason Isaacson

Founding Partner and President
IP Capital Partners, LLC

Jason Isaacson is a founding partner and President of IPCP and is responsible for overseeing its day-to-day operations. Mr. Isaacson has extensive experience in the acquisition, financing, transaction structuring and asset management of commercial real estate. He has acquired and financed over $5.0 billion in real estate transactions throughout the United States. Mr. Isaacsons experience includes the repositioning and redevelopment of office buildings, industrial properties, shopping centers, residential projects and hotels as well as the successful disposition of these assets. Furthermore, Mr. Isaacson has successfully restructured $265 million of debt to $135 million with banks, balance sh ... (view full description)

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Robert J. Ivanhoe is Chair of the 300+ lawyer Global Real Estate Practice and Co-Chair of the REIT Practice at Greenberg Traurig. He concentrates his practice in sophisticated real estate structures, financings, workouts, restructurings, acquisitions and dispositions of all asset classes of real estate. Robert is actively involved in real estate industry current affairs and is regularly asked to write and lecture on industry topics. Robert has been recognized by Chambers and Partners USA, The New York Observer and Real Estate New York as one of the leading real estate attorneys in New York City and throughout the United States. He has represented numerous nationally-recognized ow ... (view full description)

Ali Jahangiri


Ali Jahangiri is founder and CEO of and publisher of EB5 Investors Magazine; the EB-5 industrys leading trade publication. Ali Jahangiri is also the publisher of "The EB5 Handbook" which is a popular EB5 beginners book sold on Amazon. Committed to the success of the EB-5 industry, Mr. Jahangiri has spent considerable time educating congressional leaders and state officials on the benefits of the program. EB5investors and Eb5investors Magazine create transparency in the EB5 market and offer a platform for developers to access information and service providers. Mr. Jahangiri began his professional career practicing corporate securities law at Stradling Yoc ... (view full description)

Steven Jasa

Vice President, Investment Management
Western National Properties

Steve Jasa, as Vice President, Investment Management with Western National Properties, is responsible for managing the equity capital required for WNP's acquisition and development growth strategies and oversees the company’s private-equity vehicles and joint venture relationships. In this capacity, he is responsible for fund formation, institutional investor relations and reporting, fund management and administration, asset management, and serves as WNP’s compliance officer. Mr. Jasa has over 24 years of real estate experience, with 20 of those years spent directly in the multifamily industry. Prior to joining WNP in 2004, Mr. Jasa was a Senior Manager in the Real Estate Capital Markets ... (view full description)

Barry Johnson

Managing Director, Global Head of Real Estate Operating Platform, Real Estate Fund Services
State Street

Barratt Johnson is a Senior Vice President within the Alternative Investment Solutions division, with global responsibility for the Real Assets business.  He previously served as head of Real Assets – Product and as head of the Real Assets fund administration operations teams in North America.  Barry has over 20 years of experience and joined State Street in February 2012 as part of the real estate fund services lift-out from Morgan Stanley. Prior to joining State Street, Barry was the global head of fund accounting for the real estate investing business at Morgan Stanley.  Barry previously worked as a real estate fund controller for Lend Lease Real Estate Investments prior to an acqui ... (view full description)

Danita Johnson

Vice President-Global Private Equity Real Estate
Franklin Templeton Investments

Danita Johnson is a member of the real assets investment team at Franklin Templeton Investments where she is involved in sourcing, underwriting and monitoring global private real asset investment vehicles. Additionally, she serves as an Assistant Portfolio Manager for several separate accounts and funds, including two emerging manager focused programs. Prior to joining Franklin Templeton, Ms. Johnson was an Investment Officer with the NYC Comptroller's Office where she assisted with the oversight of the NYC Retirement Systems' private equity real estate portfolio. In addition, she previously worked with Prudential Financial in the Equity Research Group where she was involved with the ... (view full description)

Neal Johnson

Hunter Street Partners

Neal Johnson is a founding Partner and the CEO and CIO of Hunter Street Partners, a Minneapolis-based alternative investment management firm focused on fundamentals-driven, asset-oriented credit and equity opportunities across corporate finance, real estate, and specialty finance. Neal is responsible for the management of the portfolio along with overall firm and strategic management. He has experience across private equity and credit, operating partners, distressed credit, real estate, workouts / restructurings, hedge funds, investment banking, and specialty finance. Prior to founding Hunter Street, Neal served as Co-Chief Investment Officer and Managing Partner of I ... (view full description)

Tim Johnson

Managing Director
The Blackstone Group

Timothy Johnson is a Managing Director of Blackstone Real Estate Debt Strategies and is based in New York. Mr. Johnson is involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies. Before joining Blackstone in 2011, Mr. Johnson was a co-founder of BroadPeak Funding, a boutique commercial real estate finance company based in Los Angeles. Prior to founding BroadPeak, Mr. Johnson was a Vice President in the Lehman Brothers Global Commercial Real Estate Group where he worked from 2002-2008. While at Lehman his responsibilities included sourcing, structuring, underwriting and executing large structured finance transactions as well a ... (view full description)

Claiborne Johnston

Managing Director
Invesco Real Estate

Mr. Johnston is a Managing Director with Invesco Real Estate based in New York. Mr. Johnston is responsible for management of the firms North American client and funds management activities. He is a member of the firms North American Executive Committee and Invesco Structured Investments Operating Committee. Prior to joining Invesco, Mr. Johnston was a Managing Director at Morgan Stanley where he was responsible for real estate private equity capital formation, real estate company recapitalizations and coverage of real estate investment managers and global capital sources for a variety of investment management and investment banking activities. In addition to these institution ... (view full description)

Jeff Kanne

President & CEO
National Real Estate Advisors, LLC

Mr. Kanne is responsible for leading all aspects of National Real Estate Advisors and was the driving force behind the formation of the firm. He began assembling Nationals team in 2000 when he was engaged to lead NEBF Real Estate, the precursor to National Real Estate Advisors. Mr. Kanne has broad and diverse experience in the real estate investment and development process, with particular insight into legal, financial and construction aspects. Following service in Africa in the Peace Corps in the late 1970's and work as a lumber trader, Mr. Kanne spent several years at the Washington, D.C. law firm of Arnold & Porter. While there, he was involved in multi-billion dollar international de ... (view full description)

Ronald Kaplan

Partner, Comm. RE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Richard Kaufman

Founder and President
City-Core Development, Inc.

Richard H. Kaufman is the founder and President of City-Core Development, Inc. and has been investing in innovative real estate projects including office, hospitality, housing, and retail throughout the western United States since 1991. His mixed-use projects include the adaptive reuse of the Best Foods Mayonnaise Facility and the historic Gallo Salami Factory. Both projects were abandoned food facilities converted into commercial, housing, and retail space. During his tenure at City-Core, Mr. Kaufman formed Mariposa Management Company, Inc., which he co-founded in 1995 and grew in connection with the companys development of the Hunters Point Naval Shipyard in San Francisco. In 2007, he b ... (view full description)

Michelle Kelban

Latham & Watkins

Michelle Kelban is a partner in the New York office of Latham & Watkins, where she is a member of the Real Estate Practice group. Ms. Kelban's practice focuses on all aspects of commercial real estate law with a particular concentration on real estate finance. Ms. Kelban has significant experience in single asset and multiple property portfolio real estate financings, including securitized financings and participations and syndications secured by a range of property types such as hotels/resorts, gaming casinos, shopping centers, assisted living facilities and office buildings. Ms. Kelban also has substantial experience in mezzanine financing, preferred equity structures, equity investmen ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

Austin Khan

Chief Investment Officer
Ethika Investments, LLC

Leonard Klehr

Vice Chairman
Lubert-Adler Partners, LP

Leonard Klehr is Vice Chairman of Lubert-Adler Real Estate Partners, L.P., a private equity real estate firm. Mr. Klehr is responsible for servicing and underwriting new investments in distressed real estate and distressed debt and providing strategic advice and leadership in maximizing value from those assets. Prior to joining Lubert-Adler, Mr. Klehr was the founding partner of Klehr, Harrison, Harvey, Branzburg, LLP, a leading law firm for business and finance in the Philadelphia region. Mr. Klehr's legal practice, for thirty years, was focused on bankruptcy, reorganization, debt restructuring, finance and mergers and acquisitions. Mr. Klehr holds a J.D. degree from Temple University Sch ... (view full description)

Jody Kriss

East River Partners

Pete Kutzer

Managing Partner
Edgewood Realty Partners, LLC

Pete Kutzer is a co-founder and principal of Edgewood Realty Partners, LLC. Edgewood is a private real estate investment firm which, along with its partners, acquires, invests in, develops, manages and disposes of high-quality commercial investment properties in the western United States. Edgewood and its partners frequently seek to add value to their investments by employing creative property improvement, repositioning, and/or capital markets strategies. Mr. Kutzer also serves as president of The Kutzer Company, a real estate investment management company, which actively manages approximately 1 million square feet of commercial property. Mr. Kutzer re­ceived a B.A. in economics from the ... (view full description)

Ron Lagnado

WeiserMazars LLP

Ron is a partner in the Real Estate Services Group at WeiserMazars. Ron brings more than 20 years of experience providing audit and accounting services to the real estate industry based primarily in the New York metropolitan area. He has extensive knowledge in the areas of affordable housing development and compliance, and the financial and tax issues confronting the real estate industry. Areas of key focus include the performance of attestation engagements, compliance, due diligence, and cost certifications for residential real estate entities. Prior to joining WeiserMazars, Ron spent many years with Rubin & Katz before merging with WeiserMazars in 2004. Ron received his underg ... (view full description)

Stephen Land

Duval & Stachenfeld

Stephen Land, who is one of the top international tax lawyers in the United States, is chair of the Firm’s Tax Practice. Mr. Land is known for his creative problem-solving approach and his responsiveness to client needs. He has brought those skills to bear on some of the largest international M&A transactions and restructurings of distressed assets and companies. He regularly advises on tax and ERISA for real estate, private equity, and hedge funds and their investors, regarding both the structure of the funds and their investments. He also has extensive experience in the structuring of complex financial instruments and derivatives. Recognized as a thought leader in the field, Mr. Land sp ... (view full description)

William Landis

Raith Capital Partners

Mr. Landis is a partner at Raith Capital Partners, a New York based private equity firm which invests in debt instruments secured by commercial real estate. Raith is an active investor in CMBS securities, sub and non-performing loans, and mezzanine debt. Prior to founding Raith, Mr. Landis was the Chief Investment Officer of Rialto Capital Management. Since 2008, Mr. Landis and his team have invested over $850mn in non-performing loans controlling over $5bil in unpaid principal balance and over $250mn in CMBS b- piece securities.

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)

Doug Lee

Managing Director and Head of Capital Market

Mr. Lee has more than 25 years of experience in real estate, finance, and private equity. Prior to jointly forming Excel Core, Mr. Lee served as a Managing Director, Head of Capital Markets and Member of the Investment Committee for Metropolitan Real Estate, a $2.8 billion investment management firm. In this role, Mr. Lee was responsible for all client facing functions within the firm, including sales and marketing, business development and investor relations. Prior to joining Metropolitan, Mr. Lee was a Managing Director and Head of the Real Estate Private Equity Fundraising Group at UBS. In this capacity, he was responsible for the origination and execution of private capital raising assi ... (view full description)

Brad Lenox

Morris, Manning & Martin, LLP

Brad Lenox is a partner in the Corporate, Securities, Real Estate Capital Markets and Funds & Alternative Investments practices at Morris, Manning & Martin, LLP. Mr. Lenox focuses his practice on advising clients on all aspects of fund formation and related legal matters, including initial fund formation, joint venture equity financings, organizational structuring, regulatory and tax structuring and compliance, closings, negotiating side letters, employee compensation issues and internal structuring among fund sponsor principals. Mr. Lenox has also spent significant time helping to form and take public listed and unlisted REITs, representing both issuers and underwriters, and working ... (view full description)

Adam Lesnick

Seward & Kissel LLP

Adam Lesnick is Counsel in the Seward & Kissel’s Real Estate Department. Mr. Lesnick focuses his practice on the establishment and ongoing management of a variety of real estate private investment funds. He also assists such funds and other institutional investors in the purchase, sale and financing of real estate and real estate-related assets. Mr. Lesnick joined Seward & Kissel in 1998. Mr. Lesnick’s experience with fund formations includes representing real estate funds, fund of funds, joint ventures and other investment vehicles in all aspects of their formation and ongoing operations, including advising fund sponsors and managers with respect to organizational, operational and c ... (view full description)

Deborah Levinson

CohnReznick LLP

Debbie is a Principal in the Reznick Group's New York office. Debbie is a senior-level real estate financial professional with a unique combination of technical accounting skills and commercial real estate knowledge. Debbie has more than 30 years of combined experience working in both public accounting, as well as CFO of a New York real estate developer and operator. Prior to joining Reznick, Debbie was Executive Vice President and Chief Financial Officer for Forest City Ratner Companies (FCRC). There, she was responsible for financial accounting and reporting, budgeting, development and property accounting, cash management, debt compliance and oversight of the IT group and New Jerse ... (view full description)

Leo Leyva

Co-Chair of Litigation Dept. & Real Estate Special Op. Group
Cole Schotz, PC

Leo Leyva is Co-chair of both the Litigation Department and the Real Estate Special Opportunities Group in the New Jersey and New York offices. He focuses on complex commercial litigation and corporate reorganization, as well as real estate and construction-related services. Since joining the firm in 1989, Leo has represented clients in real estate litigation, corporate dissolution and shareholder oppression actions, contract claims, construction performance and payment disputes, and director and officer liability matters. Leo also represents private equity and real estate opportunity funds in connection with the acquisition of distressed properties and debt, foreclosures, and ba ... (view full description)

Reid Liffmann

Managing Director
Angelo, Gordon & Co.

Reid Liffmann joined Angelo, Gordons real estate group in 2010. He assists in the oversight and management of the real estate investments in the U.S. and Europe, and is co-portfolio manager with Adam Schwartz of the U.S. opportunistic and core plus real estate funds. Reid has over 20 years of direct real estate ownership and operating experience with a focus on development, redevelopment and asset repositioning. Formerly, Reid was a partner with Greenebaum & Rose Associates, a real estate development and investment firm focusing on the mid-Atlantic. Reid was previously one of Angelo Gordons operating partners and completed several real estate transactions with the firm. Reid began his ... (view full description)

Peter Linneman

Linneman Associates

For over 35 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight have won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".After receiving both his Masters and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz and Jim ... (view full description)

Nicki Livanos

Director, Real Estate Investments
AXA Equitable

Nicki P. Livanos is Director of Real Estate Investments for AXA Equitable Life Insurance Company, and MONY Life, the principal insurance subsidiaries of AXA Financial, Inc. (formerly The Equitable Companies Incorporated); working within the Chief Investment Office.As head of the real estate and mortgage portfolios which consist of over $8 billion in AUM, she oversees the commercial mortgage loans, both traditional and high yield, owned real estate, limited partnerships, CMBS, REIT stocks and agricultural loans. She is responsible for developing and implementing investment strategies, as well as, evaluating investment opportunities for AXA Equitable and MONY General Accounts. She ... (view full description)

Tom Lockard

Vice President - Real Estate Investment & Institutional Sales

Tom Lockard is Vice President of Real Estate and Institutional Sales for Fundrise. Tom focuses on sourcing new transactions, developing institutional relationships, and advises on securities related matters. Tom works in San Francisco and leads all company efforts in California. Prior to joining Fundrise, Tom was a partner at the California investment bank Stone & Youngberg and then a managing director at Stifel Nicolaus after a sale of Stone & Youngberg to Stifel in 2011. Over his almost 30 year career Tom has structured more than 500 municipal bond issues representing more than $6 billion in financings. Tom was educated at Stanford and earned an MBA at Wharton.

Rodney Lumpkin

Portfolio Manager - Alternative Investments
SEI Investments

Mr. Lumpkin joined SEI Investments in 2009 and is the sole portfolio manager responsible for all aspects of the firms private asset initiatives, including private equity, real estate, and real assets. He has over 15 years of experience in the areas of financial model development and industry, company, and financial security analysis. Prior to joining SEI, Mr. Lumpkin was a Manager in the Advisory unit of PricewaterhouseCoopers, where he specialized in financial analysis and strategic business and financial planning. Before joining PwC, Mr. Lumpkin spent several years building the private equity program at Hirtle, Callaghan & Co., where his responsibilities included sourcing investment ... (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)

J. Stuart Mackintosh

Managing Director
EII Capital Management

J. Stuart Mackintosh, Managing Director and Principal, joined EII Capital Management (EII) in 1985. With offices in New York,Singapore and London, EII is an investment management firm, which invests its clients capital in U.S. commercial real estate and in portfolios of publicly listed real estate securities of companies based in the U.S., Europe and Asia. Stuart is responsible for managing the firms direct real estate investments. He graduated cum laude from Middlebury College with a BA degree in Political Science, and received his MBA from New York University. He is Treasurer and a Trustee of Teatown Lake Reservation, Westchesters largest privately owned land preserve, providing environmen ... (view full description)

Peter Madden

Director Americas Real Estate
APG Asset Management

Peter H. Madden is a Senior Portfolio Manager at ABP Investments US, Inc., the American investment arm of Netherlands-based Stichting Pensioenfonds ABP, the second largest pension fund in the world. Mr. Madden has been with ABP since 2004 and is one of two Senior Portfolio Managers responsible for originating, investing and managing ABP's private North American real estate equity, high-yield real estate debt and oil and gas investments. Investments include Funds, Joint Ventures and Entity Level investments. Prior to joining ABP, Mr. Madden was a Portfolio Manager and Investment Analyst for eight years at General Motors Asset Management responsible for originating, investing and managing re ... (view full description)

Alisa Mall

Director of Investments
Carnegie Corporation of New York

As Director of Investments (Real Assets) of Carnegie Corporation of New York, Alisa Mall is primarily responsible for the management of the Corporation’s real estate portfolio. Prior to joining Carnegie, Ms. Mall was a director in the Equity Capital Markets group at Tishman Speyer, working with institutional and private investors in connection with Tishman Speyer’s real estate funds. Previously, Ms. Mall, an attorney, was with the San Francisco office of Orrick Herrington & Sutcliffe, with a general real estate and real estate finance practice. She is member of the Urban Land Institute and serves on the New York Private Equity Network-Real Estate Women’s Committee. Ms. Mall graduated magna ... (view full description)

Richard Mandel

Ramsfield Hospitality Finance

Mr. Mandel is responsible for the overall development and operation of Ramsfield Hospitality Finance (“RHF”). He has a specific focus on new deal origination and capital formation. Richard founded Ramsfield Hospitality Finance as a joint venture with CarVal Investors in 2003 (f.k.a.-Cargill Value Investment). Since the founding of the Company, RHF has been involved in over $300 million of hotel debt and equity investments. These investments have yielded over a 20% IRR. Prior to the founding of Ramsfield, Richard was Director and Founder of Kenedix. From 1995 to 2002 Kenedix grew from a start-up to a full service real estate investor and advisory firm. The company entered the public mark ... (view full description)

David Manshoory

Founder & CEO
AssetAvenue, Inc.

David Manshoory is the Founder and CEO of AssetAvenue, a market leader in peer-to-peer lending for real estate. By circumventing traditional channels, Asset Avenue has created an online marketplace for borrowers and investors to directly connect. Cutting out the middleman means that investors can achieve higher rates of returns and borrowers gain access to quick, simple, and competitively priced loans. Combining its passion for real estate with cutting-edge technology and data analytics, AssetAvenue is revolutionizing traditional real estate lending.With a passion for entrepreneurship and real estate, David has created and led several successful companies and brings over ten y ... (view full description)

Michael Maturo

RXR Realty

Michael Maturo is a founding Managing Partner and serves as President of RXR Realty LLC (“RXR”), a multi-billion dollar private real estate company which was formed subsequent to the sale of Reckson Associates Realty Corp (“Reckson”)(NYSE:RA) to SL Green, one of the largest public Real Estate management buyouts in REIT history.  In this capacity, he develops, implements and oversees RXR’s corporate strategy and investment fund and asset management businesses as well as all capital markets activities. Mr. Maturo is a member of RXR’s Investment Committee and its Board of Directors. He is also a Principal and member of the Investment Committee of RXR Real Estate Opportunity Fund, LLC, RXR Real ... (view full description)

Jason Maxwell

General Counsel
Hines Advisors Limited Partnership

Jason Maxwell is the General Counsel for Hines Advisors LP in Houston, Texas. He served as sole in-house attorney at the firm for six years until the recent expansion of the legal function, and he serves the legal needs of Hines' largest private and its public funds: the US Core Office Fund, Hines REIT, Hines Global REIT and Hines Global REIT II. Since his arrival in June 2006, he has led the legal negotiation and successful acquisition or disposition of 100 Class A office, office-flex, logistics, retail and other real estate assets with an aggregate purchase price of nearly $14 billion. He has extensive experience structuring and negotiating real estate acquisitions and dispositions (inc ... (view full description)

Caroline McBride

Co-Founder and Chief Investment Officer
Forum Partners Investment Management LLC

Caroline McBride is a co-founder and the chief investment officer of Forum Partners, a global real estate investment management firm with $5.5 billion in assets under management on behalf of institutional investors and family offices. Forum’s capabilities span public and private debt and equity. Founded in mid-2002, Forum has over 60 employees in ten offices around the world. Ms. McBride chairs the firm’s investment committee, and oversees the investment process, investor relations and marketing. Prior to founding Forum, Ms. McBride was a Managing Director at Security Capital Group (“SCG”) where she provided investment and operating oversight for companies in which SCG had a strategic ow ... (view full description)

Desmond McGowan

Chief Financial Officer
True North Management Group, LLC

Paul Mehlman

Landmark Partners

R. Paul Mehlman, CFA, is a Partner of Landmark. He is responsible for sourcing, underwriting and managing real estate investments. Mr. Mehlman joined Landmark in 1996 and worked on closing the Firm’s first real estate secondary transaction. Since that time, he has participated in the formation and investment of all of Landmark’s real estate secondary funds. During his 23 years in the real estate industry, Mr. Mehlman has worked in a variety of asset and portfolio management capacities and has participated in property acquisitions and development projects with a gross market value exceeding $1 billion. Before joining Landmark, Mr. Mehlman was a vice president at Equitable Real Estate, no ... (view full description)

Aaron Mesmer

Senior Vice President, Development & Acquisitions
Block Real Estate Services, LLC

Aaron M. Mesmer joined Block Real Estate Services in 2005 with a focus on commercial real estate acquisitions and investment sales.  Since joining Block, Aaron has been involved in industrial, multifamily, office and retail real estate transactions valued at more than $1.3 billion.  Aaron’s role at Block evolved to include development, with more than 700 acres of planned or completed projects, including 9.3 million square feet of industrial space, 1.2 million square feet of office space and 5,100 units of multifamily and senior housing development.  Signature developments include CityPlace, a 95-acre, mixed-use community in Overland Park Kansas, Lenexa Logistics Centr ... (view full description)

Jordan Metzger

Cole Schotz, PC

Jordan Metzger is a member of the firm’s Real Estate, Real Estate Special Opportunities, Corporate and Restaurant & Hospitality Departments.  Jordan’s practice focuses on structuring, negotiating and closing the acquisition, joint venture, financing, leasing and disposition of the full range of commercial real estate assets, including distressed debt and equity transactions.  Jordan represents purchasers and sellers in commercial real estate debt and equity acquisitions and dispositions; borrowers and institutional and non-institutional lenders in securitized and balance sheet financing transactions (including acquisition, ... (view full description)

Jeff Meyers

Meyers Research LLC

As a President of Meyers Research, a Kennedy Wilson Company, Mr. Meyers brings over 25 years of experience in which time he founded, built, and sold the largest market research company serving the US Homebuilding Industry, The Meyers Group. At its height, The Meyers Group grew to 21 offices and over 200 employees nationwide. Jeff specializes in on-going advisory services and manages all consulting assignments for several top ten public home builders through his direct involvement with land acquisition strategies, product development, segmentation, and positioning. Highly regarded as an industry expert for real estate trends and issues, Mr. Meyers is quoted frequently in several nationa ... (view full description)

Robert Morse

Bridge Investment Group Partners

Mr. Morse has over 30 years of experience in commercial and investment banking and private equity fund management. Currently Mr. Morse serves as the Chairman of Bridge Investment Group Partners, a real estate asset management firm founded in 1991. Bridge currently owns and manages over 22,000 apartment units and over 2mm sq ft of commercial office space. Previously, Mr. Morse served as the CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008. This group of institutional businesses included corporate banking, investment banking, markets and transaction services in 17 countries employing over 14,000 employees. During Mr. Morse’s tenure, Citigroup was awarded the ‘Best B ... (view full description)

Tyler Morse

Chief Executive Officer
MCR Development LLC

R. Tyler Morse is Chief Executive Officer and Managing Partner of MCR Development, a privately held hotel REIT. Since co-founding MCR in 2006, Mr. Morse has overseen the portfolio’s growth to one of the 20 largest hotel owner/operators in the country. With $1.2 billion of assets under management, MCR owns and manages 58 hotels across ten brands (Marriott and Hilton among others) in 15 states. Prior to founding MCR, Mr. Morse served as the president of Bliss, the upscale spa and beauty products company based in New York City. Previously he was the Assistant to the Chairman and CEO of Starwood Hotels & Resorts, Barry Sternlicht, and was involved with Starwood’s overall corporate investment ... (view full description)

Bahram Motamedian

Managing Director
USAA Real Estate Company

As Managing Director for USAA Real Estate Company, Bahram is responsible for directing separately managed accounts and will work closely with the executive leadership in advancing the companys international investment strategy. He will also be a member of the team that manages the USAA Eagle Real Estate Fund, a diversified open-end fund which invests in all major property types throughout the United States.Bahram joined USAA with over 18 years of real estate investment management experience. He was previously a Managing Director of Hines in London with the responsibility of making real estate investments on behalf of Hines, its institutional investors (separate accounts), and its ... (view full description)

Paige Mueller

Director of Institutional Real Estate Advisory Services

Paige Mueller is Director of Institutional Advisory Services at RCLCO, a consulting firm that assists pension funds and other real estate owners in developing and implementing real estate portfolio strategies, including investment underwriting and manager selections, portfolio policy, structuring and risk analysis, long-term planning, asset management, and market analysis. Previous to joining RCLCO, she was a Senior Vice President at GIC Real Estate, one of the largest sovereign wealth firms in the world, working on both investment analyses in North and South America as well as global real estate portfolio strategy. She was earlier at LaSalle Investment Management, where she provided su ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Gregory Nero

EVP & General Counsel
Sterling Equities

Gregory Nero is Executive Vice President and General Counsel of Sterling Equities.  Sterling is diverse and vertically integrated real estate company with an expertise in the acquisition, management, finance, sale, leasing and development of all types of real estate assets.  In the past three (3) decades, Sterling has purchased or developed over 23 million SF of commercial property, over 57,000 residential units, 8.5 million SF of retail as well four (4) major sports complexes.   In addition to its real estate interests, the principals of Sterling have a deep involvement in the sports and entertainment industries through their ownership in the New York Mets baseball te ... (view full description)

Chris Niehaus

GreenOak Real Estate Advisors

Chris Niehaus (New York) Partner & Head of US, GreenOak Real Estate Chris Niehaus has responsibility for the North America business and is a member of the global investment committee. GreenOak is an independent, partner owned, real estate principal investing and advisory firm that seeks to create long-term value for its investors and clients. GreenOak currently has approximately 40 employees with offices in New York, London, Tokyo and Los Angeles. The firm has approximately $2 billion of equity capital under management globally and provides strategic and capital raising advice to a select group of industry leading clients. Prior to joining GreenOak in 2010, Chris spent 28 years ... (view full description)

Tom Nowak

Managing Director
Bank of America Merrill Lynch

Thomas (Tom) Nowak is a Managing Director in Bank of America Merrill Lynch's market-leading Real Estate Syndicated Finance business. In this capacity he is responsible for leading the structuring, syndicate, distribution and execution of broadly syndicated debt facilities for primarily real estate focused clients. Clients include opportunity funds, public pension funds and institutionally-sponsored entities as well as REITs, REOCs, specialty-finance REITs, lodging companies and nationalhomebuilders. In total, the Firm counts over 1500 companies in North America and Europe among its Real Estate clients. Mr. Nowak has 18 years of real estate finance experience in ... (view full description)

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)

Paul Odland

Belveron Real Estate Partners

Belveron Real Estate Partners is a private real estate investment company that focuses on affordable and workforce multifamily assets nationally. The company has ownership interests in 150+ partnerships that own over 15,000 apartment units with a concentration in New England. Belveron invests through a series of private fund entities and manages over $200M in equity on behalf of its private and institutional capital partners.Before forming Belveron Real Estate Partners, Mr. Odland was the President and CEO of Concierge Asset Management located in Tiburon, CA. During his time at Concierge, Mr. Odland and his team formed three investment funds. The first, which included individua ... (view full description)

Jason Pantzer

Pantzer Properties, Inc.

Alan Pardee

Managing Partner
Mercury Capital Advisors

Alan A. Pardee is a founder and Managing Partner of Mercury Capital Advisors. Prior to co-founding Mercury Capital Advisors in October 2009, Mr. Pardee was with Merrill Lynch for nearly 15 years, most recently as a Managing Director in and Chief Operating Officer of the Merrill Lynch Private Equity Funds Group, in which he served for nearly 12 years. For two years, he concurrently served as Global Head of the Merrill Lynch Real Estate Private Capital Group within Merrill Lynch’s Global Commercial Real Estate Division. He has led fund raising assignments for buyout, real estate, infrastructure, mezzanine, distressed and venture capital funds for general partners in the U.S., Europe, Asia, Lat ... (view full description)

Poorvi Parekh

President and Chief Executive Officer
Canterbury Consulting

Ms. Parekh came to Canterbury in 1996 as the manager of analytic support. She managed a team of eight account analysts and supervised investment implementation for all Canterbury clients. During this period, Ms. Parekh was instrumental in securing many of the asset allocation modeling and research software tools we use today. In 2001, she assumed the Director of Manager Research role where she is responsible for oversight of all manager/fund/product research, maintenance of Canterbury's proprietary research database and heading up the Manager Research Committee. In 2009 she was named President and Chief Executive Officer. Ms. Parekh graduated from the University of Hong Kong with a BA in ... (view full description)

Sujan Patel

Founder and Managing Principal
Nantam Capital

Sujan Patel, Founder and Managing Principal, Nantam Capital   Nantam Capital is a real estate investment platform focused on investing in opportunistic and special situations across real estate and real-estate related operating and technology companies.  As part of these initiatives, Mr. Patel is on the executive committee and advisory board for the Arden Distressed Hospitality Fund, which is sponsored by the Arden Group based out of Philadelphia, and is a recently established, $500MM vehicle dedicated to investing in distressed hospitality assets. Prior to forming Nantam Capital in December 2018, Mr. Patel  was the Managing Dire ... (view full description)

Jonathan Peiper

Sumitomo Mitsui Banking Corporation

Jonathan Peiper is a Director in Sumitomo Mitsui Banking Corporation's Institutional Real Estate Group - Americas Division. Mr. Peiper is currently involved in originating, structuring, arranging and executing on a portfolio of real estate and subscription secured credit facilities in excess of US$4 Billion globally, primarily as Lead Arranger and Bookrunner. Clients include private equity firms and fund managers in North America, Europe and Asia. Formerly, Mr. Peiper was a member of Sumitomo Mitsui's Public Finance Department where he focused on providing letters of credit, loans and bond purchases for municipalities, hospitals, not-for-profits, and public and private partnerships. Mr. P ... (view full description)

Elliot Pessis

Vice President
Harrison Street | Real Estate Capital

Mr. Pessis is a Vice President for HSRE. In that capacity, he is the portfolio manager for one of HSRE’s opportunistic funds (Fund V) and specializes in the development, asset management, refinancing and disposition of the firm’s self storage, healthcare, and education-related assets. Furthermore, Mr. Pessis assists in the acquisition processes by evaluating potential acquisition and development opportunities. Prior to joining HSRE, Mr. Pessis was the senior analyst for one of the largest privately-held firms specializing in financing operators of skilled nursing and other healthcare-related facilities. Before entering the real estate industry, he was a commercial banking officer at The N ... (view full description)

Matthew A Pestronk

Post Brothers

Matthew Pestronk is the President and Co-Founder of Post Brothers.  Following his early-career success as a commercial real estate finance executive, Matthew co-founded Post Brothers at the age of 29, and has grown the company into one of the most prolific real estate development and investment firms on the East Coast. Matthew and his wife, Carrie, reside in Gladwyne, Pa., with their two children: Max, 8, and Zac, 5. Matthew is a recognized leader both in his industry and his community, volunteering as a passionate youth sports coach and serving on the executive board of several charitable organizations, including Beat the Streets Philadelphia, the Philadelphia Holocaust Remembrance Foundati ... (view full description)

Dave Pollin

The Buccini/Pollin Group

DAVID B. POLLIN Dave Pollin is a Co-Founder and President of The Buccini/Pollin Group (‘BPG”). He also serves as Chairman of Pollin/Miller Hospitality Strategies (PMHS), the hotel management affiliate of BPG, headquartered in Washington, DC. Mr. Pollin leads BPG’s hotel acquisition, development and financing efforts. BPG’s offices in Wilmington, Delaware, Baltimore, and Philadelphia focus on office, retail, multi-family and sports/entertainment development and management. The Buccini/Pollin Group has acquired and developed over $3 billion of properties in every real estate asset class in the Mid-Atlantic region of the United States since its founding in 1993. BPG is the developer, owner an ... (view full description)

Darren Powderly


Darren started CrowdStreet in 2012 after recognizing the need to digitize and democratize the private equity real estate investing process. CrowdStreet's Fundraising & Investment Management technology solutions help investors and sponsors connect, transact and communicate over time. CrowdStreet Marketplace, the #1 direct-to-investor CRE capital marketplace in the U.S., provides qualifying sponsors access to a global audience of 34,000+ investors in order to raise equity for their offerings. Sponsor Direct is a white-label investment management software that enables sponsors to digitize their offering distribution, fundraising, and investor relat ... (view full description)

Timothy Powers

Haynes and Boone, LLP

Tim Powers is a partner, a member of the Board of Directors and oversees the international practice of Haynes and Boone. His practice focuses on international business law with a primary emphasis in international banking and finance and international investment in real estate. In addition to advising Fund sponsors and investors, Tim's practice has included the representation of major U.S. and foreign lenders as lead agents and arrangers in over $50 billion in syndicated subscription secured credit facilities to real estate private equity funds. Tim has served on the Council of the Real Property, Probate and Trust Law Section of the American Bar Association, and has also chaired the Sectio ... (view full description)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Sandy Presant, Chair of the Real Estate Fund Practice Group at Greenberg Traurig, LLP, focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, REITs, and their local partners and investors in the U.S. and internationally. He has over 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partn ... (view full description)

William Procida

Procida Funding & Advisors, LLC

William “Billy” Procida is president of Procida Funding & Advisors, based in Englewood Cliffs, N.J. The firm specializes in providing management and capital for both distressed and value-added situations and manages The 100 Mile Fund, the third fund Mr. Procida has formed. During his 30-year career, Mr. Procida has completed several billion dollars in projects as financier, developer, builder and restructuring advisor. From 2000 to 2008, Mr. Procida was the founding member and majority shareholder of Palisades Financial, which formed and managed two private equity funds. Palisades invested and managed over 100 positions including bridge loans and mezzanine loans. The firm’s loans and eq ... (view full description)

Georgia Quinn

Seyfarth Shaw LLP

Georgia P. Quinn is a senior associate in the New York office of Seyfarth Shaw LLP. She is a member of the firm's Capital Markets practice group and a specialist in crowdfunding. Ms. Quinn has spearheaded the firm's crowdfunding initiative and is a sought after thought-leader in the crowdfunding space. Ms. Quinn has recently spoken to the Securities and Exchange and Commission , Congressional staff-members, leaders of UK crowdfunding portals, the Canadian Equity Crowdfunding Alliance and has chaired a panel on crowdfunding for the ABA and presented to the Council of Development Finance Agencies, the Crowdfund Global Expo in San Diego, in an international webcast for the New York State Bar As ... (view full description)

Stephen Rabinowitz

Chair, New York Real Estate
Greenberg Traurig, LLP

Stephen Rabinowitz is chair of the New York Real Estate Department at Greenberg Traurig. A significant portion of his practice is devoted to the structuring of joint ventures, preferred equity investments, and other sophisticated equity and debt structures for private equity funds in connection with their acquisition and ownership of real property as well as real estate restructurings and workouts. He has led many significant acquisition, development, sale, leasing and financing transactions for opportunity funds, REITS, developers, investors, and institutions. He has also led multiple transactions for opportunity funds involving the purchase and redevelopment of hotel properties in New Yor ... (view full description)

Larry Raiman

LDR Capital Management

Lawrence D. Raiman is Founder and CEO of LDR Capital Management. Mr. Raiman launched LDR Capital Management in October 2011. Mr. Raiman formerly worked as a Managing Director at Credit Suisse in various roles. In his last role at Credit Suisse, Mr. Raiman was Portfolio Manager of various funds and head of the firm's Global Real Estate Securities business. During his 15-year tenure at Credit Suisse, which began in 1994, Mr. Raiman ran the firm's Global Real Estate Securities business, with a team including 11 professionals located in New York, Zurich, and Sydney. At its peak in 2007, Mr. Raiman's Global Real Estate Securities business managed $2.6 billion on behalf of investors. Prior to mana ... (view full description)

Christopher Reilly

Head of Debt Origination
Brookfield Real Estate Financial Partners, LLC

Sean Ruhmann

Partner-Director of Real Assets Research

Sean joined NEPC in 2010 and heads the firms real estate and real assets research team. Prior to joining NEPC, Sean worked at Goldman, Sachs & Co. where he was a Vice President in the Real Estate Investment Banking Group. While at Goldman, Sean advised real estate focused clients on mergers, acquisitions, divestitures, restructurings, debt capital raises, and public / private equity capital raises. Prior to joining Goldman, Sean was an Associate at Banc of America Securities in the Real Estate and Lodging Investment Banking Group. Sean earned an M.B.A. from the Tuck School of Business at Dartmouth, an M.S. in Mechanical Engineering from Texas A&M University, and a B.S. in Engineer ... (view full description)

Dennis Russo

Chair of New York Real Estate

With more than 27 years of experience, Dennis Russo focuses his practice on sophisticated real estate financings, joint ventures, and the representation of owners and developers in connection with the acquisition of all types of real estate assets, as well as large-scale developments throughout the United States. He represents financial institutions and private equity funds in various lending transactions including those concerning multi-property/assets, construction financing, and mortgage portfolios. To a great extent, Dennis is a de-facto partner with his clients, using his hands-on experience and extensive industry network to introduce them to transactions as well as other parties in the ... (view full description)

Nevin Sanli

Founder & Managing Director
Astrum Investment Management

Nevin Sanli is the Founder and Managing Director of Astrum Investment Management, as well as the Chairman of the Board and Founder of Astrum’s sister company, Sanli Pastore & Hill, Inc. a middle market business valuation and financial research firm. Mr. Sanli has 30 years of experience in valuation and analysis of middle market corporations, investments, and accounting analysis with total transaction value exceeding $30B. Mr. Sanli is experienced in real estate acquisitions, due diligence and research. The core of Astrum’s innovative Sale Lease-Back Buy-Back (SLB3SM) strategy results from the firms combined talents in corporate and real estate underwriting and particularly Mr. Sanli’s ... (view full description)

Christopher Schlank

Managing Partner & Co-Founder

Mr. Schlank is a Founder and Managing Partner of Savanna. At Savanna, Mr. Schlank sits on the Investment Committee and is in charge of construction and redevelopment and shares responsibilities for asset management, sales and marketing and acquisitions. Mr. Schlank has overseen the acquisition and redevelopment of over 57 real estate assets, comprising over 17.3 million square feet of space and $3.8 billion of total capitalization, including raw land development sites, apartments, office buildings, industrial to residential conversions, retail and warehouse/distribution properties. Prior to founding Savanna, Mr. Schlank was a project manager for the Westside Federation for Senior Housing, a ... (view full description)

Seth Schumer

Director, US Investments
Quadrum Group

Seth Schumer is a Director of Cube Capital, an alternative investment management firm with a range of hedge fund and real estate related strategies. His role at Cube is to source, underwrite and manage JV real estate investments in the US and Europe. Mr. Schumer has over 20 years of experience in real estate capital markets. Prior to Cube, Mr. Schumer sourced and underwrote JV investments whilst at Real Estate Capital Partners and at AIG Global Real Estate, and provided debt financing whilst at ABN AMRO and AIG Mortgage Finance. Seth has an MS in Real Estate Investment and Development from New York University.

Michael Schwartz

WeiserMazars LLP

Tom Shapiro

President & CIO
GTIS Partners

Tom Shapiro is the President and Founder of GTIS Partners. In addition, Mr. Shapiro is the Chief Investment Officer and is responsible for overseeing all investment activities and strategies of the firm. He is also Chairman of the General Partner’s Committee. GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, São Paulo, Brazil, Paris, France and Munich, Germany. The firm has 86 employees and approximately $4.6 billion of assets under management. Prior to starting GTIS Partners, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm’s Investment and Management Committee ... (view full description)

Daryl Shevin

13th Floor Investments

As Chief Financial Officer of 13th Floor Investments, Daryl A. Shevin, CFA, oversees all financial, operational and accounting aspects of the firm and its investment vehicles, inclusive of all debt and equity structures.  Mr. Shevin is responsible for ensuring that 13th Floor’s stakeholders see timely returns on their investments as well as building and fostering the firm’s strong financing relationships. Mr Shevin has over 18 years of experience in the finance and investment industry. Under Mr. Shevin’s leadership, 13th Floor has been successful in the closing of over 500 million dollars of debt and 450 million dollars in equity across 40+ vehicl ... (view full description)

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

Raphael Sidelsky is a Managing Director in the Principal Investments area at C-III Capital Partners LLC in New York. Mr. Sidelsky focuses on the acquisition of non-performing loans, REO assets and investing in asset recapitalizations either directly or through joint ventures. C-III Capital Partners is a real estate investment firm engaged in a broad range of activities, including primary and special loan servicing, loan origination, and principal investments which is part of the firm’s investment management division. C-III Investment Management LLC, a wholly owned subsidiary of C-III Capital Partners, currently manages over $2 billion, including original contributed equity on behalf of insti ... (view full description)

Seth Singerman

Singerman Real Estate, LLC

Mr. Singerman is President of Singerman Real Estate ("SRE"). SRE is an investment firm that opportunistically invests on behalf of its funds in both debt and equity across all major asset classes including office, retail, hotel and multi-family, in addition to secondary real estate asset classes including student housing, senior housing and storage. SRE's discretionary fund seeks opportunistic returns for its institutional investors. Mr. Singerman has sourced direct investments in properties and performing and non-performing loans in excess of $1.5 billion. In addition to his direct real estate investment background, Mr. Singerman was a leading member in the initial cre ... (view full description)

Ishan Singh

Managing Director
REV-Re Capital Ventures

Mr. Singh is founder of Re Capital Ventures and has been investing in real estate since 1999. He has participated in development of 2 m sf of office space. His experience encompasses third party investing as well as principal development. His firm is looking to aquire income yeilding assets in the US. Prior, as a founding team member at WNS Global Services, Mr. Singh was responsible for the transition of the former back office of British Airways to NYSE listed firm with a $2 billion market cap. He spent 5 years with AXA Advisors in New York. He earned his MBA with commendation from Manchester Business School (UK). He holds a Certificate in CRM from New York University ... (view full description)

Paul Sisson

Managing Director, Head of Americas
CBRE Global Investors

Joseph Sitt

Thor Equities, LLC

Joseph J. Sitt is the founder and CEO of Thor Equities, a multifaceted international real estate development company that specializes in value-added investments in shopping centers and mixed-use urban developments in the United States, Europe, and Latin America. Mr. Sitt, 47, was born and raised in Brooklyn, and from childhood was taught the value of hard work, entrepreneurship and social responsibility. His first business venture, as a New York University undergrad, was implementing a lucrative system of weekend parking lots at the flea markets at Aqueduct and Roosevelt racetracks. "It's interesting dealing with history—through preservation you're able to build a brand that then drives a f ... (view full description)

Dee Dee Sklar

Managing Director
Wells Fargo

Dee Dee Sklar manages Subscription Finance, which is part of Corporate Debt Finance within Asset Backed Finance at Wells Fargo Securities LLC. Joining Wells Fargo in June 2012, the global team provides fund level financings to Financial Sponsors and Asset Managers who manage private equity funds, joint ventures and separate accounts (plus selective open ended funds) focused on varying strategies including buyout, corporate mezzanine, energy, infrastructure, real estate, secondaries, commodities and transportation. Coverage includes sponsors located in the US, Europe, Latin America and Asia. During the past 11 years she has led teams that have provided subscription / capital call financings t ... (view full description)

Joseph Smith

Schulte Roth & Zabel LLP

Joseph A. Smith is a partner with Schulte Roth & Zabel, where he represents private equity fund sponsors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, Joe advises clients on securities, governance, ERISA, Investment Advisers Act and structural issues. He has extensive experience with all alternative asset classes, including leveraged buy-outs, venture capital and later-stage growth equity investments, leveraged buyouts, mezzanine investments, real estate ventures and opportunity funds, secondary investments and funds of funds. Joe has also represented many fund managers in connection with spinoffs ... (view full description)

Jordan Socaransky

Westport Capital Partners, LLC

Prior to joining Westport in 2006, Mr. Socaransky spent four years as an associate in the real estate group at Oaktree. His experience includes the acquisition, management and disposition of both property and debt investments. Prior to Oaktree, Mr. Socaransky was an Analyst in Salomon Smith Barney’s Global Real Estate and Lodging Investment Banking Group for two years, specializing in mergers, acquisitions and capital raising. Mr. Socaransky holds an Honors Business Administration Degree from the Richard Ivey School of Business at the University of Western Ontario, Canada.  At Westport, Mr. Socaransky is a Portfolio Manager and member of the Firm’s Investment Committee.  Mr. Socaransky’s are ... (view full description)

Bob Sonnenblick

Sonnenblick Resorts LLC

Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate development and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast, and as a result is regarded as one of the West Coast's leaders in the field of commercial real estate finance. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beau ... (view full description)

Greg Spick

Senior Portfolio Manager - Real Estate / Real Assets
UPS Investments

Greg Spick, CFA is a portfolio manager for the UPS Group Trust where he oversees $2 billion of real estate investments and is currently working to expand into broader real assets. Spick previously held positions with New York Life and Credit Suisse in the firms' respective real estate groups and has completed over $3 billion in direct real estate investments. He is a CFA Charterholder and holds a MBA from the University of Georgia.

Bruce Stachenfeld

Managing Partner
Duval & Stachenfeld

Bruce M. Stachenfeld is one of the nation's preeminent real estate attorneys. Clients and leaders of the real estate industry continually reach out to Mr. Stachenfeld for his ability to think "outside the box" and provide invaluable ideas and business connections to help enhance a transaction. With close to 25 years of real estate law experience, Mr. Stachenfeld: (i) is a graduate of Harvard Law School; (ii) is a veteran of tens of billions of dollars of real estate acquisitions, dispositions, financings and other transactions; (iii) has structured and completed numerous transactions in virtually all areas of real estate and related disciplines; and (iv) is particularly known for representin ... (view full description)

Maria Stamolis

Co-Head of Real Estate Investments
Canyon Partners Real Estate

Maria Stamolis is the Co-Head of Real Estate Investments and Director of Asset Management for Canyon Partners Real Estate LLC. She has been with Canyon for 9 years and has worked in the real estate industry since 1987. Ms. Stamolis is responsible for the oversight and management of CPRE’s multi-billion dollar portfolio of commercial real estate debt and equity investments, she holds a seat on all real estate investment committees and serves as the Fund Executive for the Canyon Catalyst Fund, the firm’s real estate emerging manager program with CalPERS. Prior to joining Canyon, Ms. Stamolis was an Executive Vice President at Karney Management Company, a Los Angeles-based developer and owner o ... (view full description)

Tore Steen

CEO, Co-Founder
CrowdStreet, Inc.

Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises. Prior to CrowdStreet, Tore was instrumental in leading the product, sales, marketing, and business development efforts for Janrain, taking them from early stage rapid growth phases to becoming the recognized leader in the social identity space with a full user management platform and global enterprise customers. He has held senior leadership roles as the Vice President of Business and Corporate Development at WebTrends and Director of Business Development at EarthLink. Tore earne ... (view full description)

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations. He is a member of the firm’s Investment Committee and Management Committee. Mr. Stewart has 20 years of real estate investment and operating experience, involving over $2 billion of diverse real estate transactions throughout the United States and Canada. He was most recently Senior Manager of Acquisitions at M.D.C. Holdings, Inc., one of the nation’s largest public home builders, where he had responsibility for origination and execution of land and corporate investments throughout the company’s footprint. Mr. Stewart j ... (view full description)

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Oliver Swan is managing partner and co-founder of Treesdale Real Estate Partners LLC, an opportunistic real estate investment firm specializing in alternative real estate investment strategies. Prior to co-founding Treesdale Real Estate Partners, Mr. Swan served as the chief investment officer of a New York-based student-housing owner/operator. Mr. Swan is a graduate of New York University's Stern School of Business. 

Kent Swig

Swig Equities

Kent M. Swig is an owner of several real estate operating companies as well as commercial and residential real estate properties throughout the United States. His holdings and titles include the following:Swig Equities, LLC Mr. Swig is President of Swig Equities, LLC, an investment and development firm focusing on the acquisition and development of real estate in New York City and California. Since 2001, Swig Equities has purchased and/or is in the process of developing in excess of $3 billion of properties.Terra Holdings Mr. Swig is an Owner and Co-Chairman of Terra Holdings, LLC, a company that owns and operates several residential real estate service fi ... (view full description)

Gil Tenzer

Partner & Director of Real Estate
Contrarian Capital Management, LLC

Mr. Tenzer is the Director or Real Estate and a founding member of Contrarian Capital Management, LLC, an institutional money management firm with approximately $4 billion in funds under management including dedicated real estate funds. Since Contrarians formation in 1995 he has been responsible for sourcing, managing and coordinating the disposition of the firms real estate investments. From 1993 to 1995 he was a senior analyst and co-head of the high-yield real estate group at Oppenheimer & Co. The prior six years he was responsible for the analysis, financing, acquisition, disposition, restructuring and asset management of a nationwide portfolio for investor Arthur G. Cohen in the ... (view full description)

Jeff Thompson

Managing Director, Institutional Accounts
GE Capital Real Estate

Preston Thomson

Director of Investor Relations
Nelson Brothers Professional Real Estate

Paul Vosper

COO and Co-Head-Real Estate
Morgan Stanley Alternative Investment Partners

Paul is the chief operating officer for MSIM’s real estate fund of funds business. He joined Morgan Stanley in 2000 and has 15 years of industry experience. Prior to joining the firm Paul worked at Greenwich NatWest in London and the United States. Previously, he practiced law at Orrick Herrington & Sutcliffe in New York and Arent Fox in Washington DC focusing on real estate acquisitions, private equity and structured finance. Paul has a B.S. from Georgetown University’s School of Foreign Service and a JD and a Masters in International Law from Duke University School of Law.

Patrick Walsh

SVP, Commercial and Industrial Lending
Axos Bank

30+ years of corporate, specialty CRE bridge lending and loan restructuring experience in variety of senior leadership roles with Axos Bank (formerly BofI Federal Bank), GE Capital and Cerberus Capital Management. Demonstrated success in developing scalable lending platforms that generated substantial loan growth and outsized returns. Developed a national Commercial Real Estate Bridge Lending (“CRE Bridge Lending”) business originating both direct and structured first-out senior loans secured by properties located primarily in New York City and in southern California. Since inception in 2015, CRE Bridge Lending achieved 150% compound average ... (view full description)

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Tim Wang is a Managing Director and the Head of Investment Research at Clarion Partners. He helps manage the firm’s $45 billion of commercial real estate investments, and leads the Research group in supporting the development of investment strategy and advising on portfolio strategy through proprietary analytics and econometric forecasting. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee. He is a frequent guest speaker at real estate investment conferences, has published numerous real estate research articles, and has co-authored five real estate strategy books, including Active Private Equity Real Estate Strategy (2009), Guide to U.S. Real Estate Investi ... (view full description)

David Warburg

Seyfarth Shaw LLP

David M. Warburg, a partner in the Corporate Department in the New York Office of Seyfarth Shaw LLP, concentrates his practice on corporate finance, securities, and real estate equity fund financing transactions, with emphasis on real estate focused and other private equity funds. He has over 25 years of experience representing both sponsors of and institutional investors in U.S. domestic and offshore funds. His practice is somewhat unusual in representing on a regular basis both US and non-US sponsors of private funds as well as US corporate pension plan, US multi-employer plans, and other US, European and Asian institutional investors in such funds, which facilitates a continuously updated ... (view full description)

Kenneth Weissenberg


Kenneth Weissenberg is a Tax Partner and Co-Leader of Eisner Advisory Group's Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions.  Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded real e ... (view full description)

Sondra Wenger

Managing Director
CIM Group

Bernie Werner

Managing Director
Transcendent Investment Management

Mr. Werner is Managing Director of Transcendent Investment Management and serves on its Advisory Board. Prior to joining Transcendent, as President of Strategic Development Partners Group, Mr. Werner was involved in the acquisition, development and management of over $1 Billion of real estate across multiple asset classes including single family homes, multifamily, commercial office, retail and hospitality. Previously he held the positions of President of International Savings and Loan, and was engaged by the U.S. Treasury Department to serve as Chairman & CEO Brickellbank and  President of South Florida Savings Bank simultaneously. Mr. Werner is a Florida Certified Public Acco ... (view full description)

Joseph Wilhelm

Hampshire County (MA) Retirement System

Elected Trustee of Hampshire County (MA) Retirement System, a public fund, for twelve years.  An elected small government (County Commissioner, Selectman, Water Commissioner) office holder for thirty years.  He is a self-employed attorney specializing in Real Estate, Taxation, and Small Business Advice.  He is a Colonel, USAFRes, Retired.  His Board of Trustees consists of five members, who directly conduct all searches, interviews, manager selections, reviews, and terminations; they fix the asset allocation (yes, they do get advice).  He has appeared as a panelist for IMN for several years.

Leslie Wohlman Himmel

Himmel + Meringoff Properties

A Managing Partner of Himmel + Meringoff Properties since 1985, Leslie has been recognized as the highest ranking female landlord in New York's commercial real estate marketplace. Together with partner Stephen Meringoff, they control and own a commercial property portfolio comprised of over two million square feet and valued at more than $500 million.Focused on the acquisition, disposition and financing of buildings that are suited for renovation and strategic re-positioning, Ms. Himmel's expertise is in creating legal, tax and financial structures and in negotiating complicated transactions expeditiously. As a long-term holder of real estate, H+M's philosophy is to create val ... (view full description)

Frank Wuest

Division President
Forest City Enterprises

Frank C. Wuest President, Forest City Science + Technology Group President, Forest City Boston Mr. Wuest is President of Forest City’s Boston office and Forest City’s Science & Technology Group. In addition, Mr. Wuest oversees Forest City’s strategic use of private equity across its business lines. He also serves on Forest City’s Executive Committee and Investment Committee. Mr. Wuest is responsible for the management of Forest City’s national life science portfolio, as well as all new investment activity initiated though Forest City’s Boston office and the Science + Technology Group. This includes identifying and managing new investment and development opportunities across Fores ... (view full description)

P.J. Yeatman

Managing Partner
Corten Real Estate Partners

P.J. Yeatman is a Managing Partner of Corten Real Estate Partners where he leads special situations investing, capital strategy, and serves as the portfolio manager for CREF I.  Mr. Yeatman has more than 25 years of investment experience in real estate private equity.  Mr. Yeatman was previously the Head of Private Equity Real Estate for CenterSquare Investment Management, the real estate investment subsidiary of BNY Mellon. In that role he was responsible for managing all aspects of a $2 billion private equity business consisting of three discretionary commingled value add funds and two non-discretionary separate accounts. He served as the Chairman of the Investment Committee an ... (view full description)

Randy Zisler

Chief Investment Officer
Encore Enterprises

Chief Investment Officer of Encore Enterprises, LLC. Encore acquired the entire Zisler Capital Associates team. Encore is a 15-year old, Dallas-based firm which has made some exceptional timing decisions, such as selling its entire portfolio at the top of the market in 2007 and rejected $500 million of joint venture capital. Responsibilities include creating new investment products and strategies, reviewing and approving all investments, coordinating the capital raising teams, and working closely with Encores property sectors, which include office, retail, multifamily, hospitality, land, and public/private projects. Zisler also prepares frequent strategy papers pertaining to ma ... (view full description)

Roland du Luart

Managing Partner - Head of US

LFPI Group is France's largest independent alternative asset manager, with nearly €3 billion of assets under management. Holding a MBA and a BA from the University of Chicago, Roland worked at the M&A Department of Lazard New York, then Lazard Paris. In 2004, he joined UBS Real Estate Group where he was Executive Director and gained experience in sourcing, supervising due diligence, structuring and negotiating transactions for a total amount of more than $20 billion for listed and unlisted real estate companies, private equity funds, hedge funds, family offices, retirement funds and sovereign funds. In 2013, he joined the LFPI team as Managing Partner in charge of the US activity.
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Event Contacts for 15th Annual US Real Estate Opportunity and Private Fund Investing Forum


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*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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