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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)

Stefanos Arethas

Credit Suisse

Stefanos Arethas is part of the Structured Products Asset Finance Group within Investment Banking Division at Credit Suisse where he is head of CRE Origination.  Stefanos responsibilities include CMBS/CRE origination, loan structuring and eventual securitization/syndication.  Previously, Stefanos was a ratings analyst in the Structured Finance Group at Moody’s Investors Services where he was the lead Large Loan single borrower/single asset ratings analyst. Before Moody’s Mr. Arethas was with BB&T as Vice President and a member of the CRE portfolio lending team based in Washington, DC.  Stefanos has guest lectured on Real Estate Finance at Georgetown University, George Washington Universi ... (view full description)

Arne Arnesen

Senior Managing Director
Rockwood Capital, LLC

Mr. Arnesen, based in New York, has 36 years of experience in the real estate industry.  Mr. Arnesen leads the firm's East Coast acquisitions. Prior to this current role, Mr. Arnesen was responsible for the firm's portfolio and asset management group.  Mr. Arnesen serves on various portfolio management and investment committees, as well as Rockwood's Investment Strategy and Research Committee. Prior to joining Rockwood, Mr. Arnesen held senior roles in both acquisitions and asset management. Mr. Arnesen was most recently a Managing Director of Acquisitions in North America at JER Partners as well as interim head of Asset Management for JER's European funds, where he leveraged his earlier exp ... (view full description)

Matt Bear

Bear Real Estate Advisors

Matt Bear - Founder Matt Bear is a real estate and finance business leader with a rich history of approximately 28 years of transactional, development and advisory experience, including 10 years of principal investing and retail real estate development. His experience covers many of the major markets of the United States with clients and key business relationships that span across the real estate, finance and private equity sectors. In 2001, Matt was one of two founding partners of Venture Development Group, which specialized in the development of single tenant buildings, neighborhood and power center projects. The firm acquired, developed, and/or disposed of 20 ... (view full description)

Jordan Bem

Arizona Investissements

Established in 1999, Arizona Investissements owns, operates, develops and manages commercial real estate (industrial, retail, office, hotel, and multifamily) providing innovative and creative strategies and solutions. ​ Being an entrepreneurial-driven family office, Arizona Investissements employs prudent discipline to acquire value-add real estate opportunities. To date, the group has a vast real estate portfolio consisting of over 2,000,000 square feet within France, 45 independent subsidiaries, and a current pipeline of over 5,000,000 square feet in current development. Arizona Investissements also is currently developing and operating a premier portfolio of high quali ... (view full description)

Donald Bernards

Baker Tilly Virchow Krause, LLP

Don Bernards, partner in the real estate group with Baker Tilly, has been active in many aspects of affordable housing since 1999.
Don is well versed in structuring affordable housing transactions, including the tax issues. Don is adept at creating a checklist of major issues for each project that can put a deal at risk. Immersed in the affordable housing practice, Don has a wide range of experience with projects, owners and investors and has built a wide network of contacts within the field. His enthusiasm and passion for the industry are infectious. Don has worked on affordable housing transactions in over  26 states.

Ronald Birnbaum

Financial Advisor
Creative Wealth Advisors, LLC

Ron Birnbaum has been an independent financial advisor since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies. His vast knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities.  Ron's extensive experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs.  In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 rep ... (view full description)

David Blackman

Executive Vice President
The RMR Group

David BlackmanPresident RMR Office Property Fund   David Blackman is President of the RMR Open End Property Fund, Executive Vice President of The RMR Group LLC, or RMR, and a member of the RMR Executive Operating Committee.  RMR is an alternative asset management company that was founded in 1986 to invest in real estate and manage real estate related businesses.  As of March 31, 2019, RMR had approximately $30.0 billion of total assets under management.  Mr. Blackman is also Managing Trustee, President and Chief Executive Officer of Office Properties Income Trust (Nasdaq: OPI) and Tremont Mortgage Trust (Nasdaq: TRMT) ... (view full description)

Maureen Blair


Maureen Blair is an Audit Partner and leads the firm’s East Coast Real Estate Private Equity Group. She has more than 30 years of audit, accounting and advisory experience in a variety of industries, including financial services, real estate, not-for-profit, computer software, life sciences, manufacturing, distribution and retail. Maureen’s financial services expertise includes real estate funds, private equity funds, small business investment companies, hedge funds and investment advisors. She also has extensive experience working with public companies in connection with SEC filings, including initial public offerings, and in performing accounting due diligence for mergers and acquisi ... (view full description)

Larry Block

Managing Director, Counsel and Chief Compliance Officer
Island Capital Group LLC

Lawrence S. Block is Managing Director, Counsel and Chief Compliance Officer for Island Capital Group LLC ("ICG"), a real estate merchant banking firm; Managing Director, Counsel and Chief Compliance Officer for C-III Capital Partners LLC and its affiliates ("C-III"), including C-III Investment Management LLC, an SEC-registered investment adviser; President and Chief Compliance Officer of Anubis Securities LLC ("Anubis"), a registered broker-dealer; and Senior Vice President of Resource America, Inc. and its affiliates ("RAI"). He joined Island Capital, C-III and Anubis in January 2011, and became an officer of RAI and its affiliates in September 2016. From March 2005 through January 2011, M ... (view full description)

Heather Boelens


Responsive, inquisitive, resourceful and easy to talk to, Heather Boelens is someone clients come to see as more than just their lawyer, but as a reliable confidant.  Heather’s organizational dexterity, astute judgment and unflagging positive mindset make her ideally suited for leading and collaborating on a broad range of transactions and projects.  She excels at building effective teams with complimentary skill sets that provide the highest, best level of service for clients.  Heather’s real estate practice focuses on the legal needs of real estate private equity and REIT clients.  She represents clients with ever-expanding nationwide footprints like Black Creek Group and EverWest Real Est ... (view full description)

Irwin Boris

Head of Acquisitions
Heritage Capital Group

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states. Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10-year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 30 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct le ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Kenneth Brown

Lionchase North America

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

Jonathan Brundige

Chief of Portfolio Management
Waypoint Residential, LLC

Jonathan Brundige is Chief of Portfolio Management for Waypoint and responsible for overseeing investment strategy execution across the company’s portfolio. Mr. Brundige has more than 19 years of real estate experience. Prior to joining Waypoint, he was Chief Operating Officer at Candlebrook Properties, a real estate firm concentrated on repositioning multifamily and student housing investments. Previously, Mr. Brundige was an Executive Director at J.P. Morgan Asset Management where he managed fund structuring and operations for the Junius Real Estate Partners platform and Director of Asset Management for Silverstein Properties, Inc. where he lead all asset management functions. Mr. Brundige ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

Mr. Bubna oversees portfolio strategy and operations for the commingled funds and serves as the Chief Financial Officer. He is a member of the Firm’s Investment Committee. At TA Associates Realty, Mr. Bubna oversaw the value-add portfolio management group for all commingled funds. Mr. Bubna also directly implemented multiple value-add and core strategies across a portfolio of real estate covering various East Coast markets. As a voting member of the finance committee, he negotiated new and renewal debt proceeds and oversaw the deleveraging and debt restructuring of multiple commingled funds. Prior to TA, Mr. Bubna spent 10 years at Arthur Andersen and Ernst & Y ... (view full description)

Frank Caprio

Former State Treasurer of RI & Chair RI State Investment Commission
Treasury - RI

 Mr. Caprio has 25 years of experience at the intersection of investments, government, and law. He served in elective office for 20 years on the state level in Rhode Island, including his service as Treasurer of Rhode Island. While State Treasurer he led investment decisions as Chairman of the State's $8 billion pension fund from 2007 – 2010. During that time the RI pension fund was a national performance leader and was recognized by national observers as one of the few State Pension funds that exited sub-prime mortgage investments ahead of the Great Recession. Since 2011 he has been a Managing Director of Chatham Capital a private credit fund with $1 Billion under manageme ... (view full description)

Austin Carlson

Managing Director
Parkview Financial

Austin is an experienced business development professional in the wealth management industry.  He is responsible for Parkview’s current and prospective investor relationships, as well as raising the profile of the firm through meetings, speaking engagements and industry conferences.  Prior to Parkview, he was the Head of Sales and Marketing on the west coast for SkyBridge Capital, an NYC based hedge fund investment firm.  Austin started his career with J.P. Morgan Private Bank in their New York City and Los Angeles offices, working with high net worth individuals and families across both sides of their balance sheet.

Stephen Chase

Managing Director
AmCap Inc.

Stephen joined AmCap in 2019 as Managing Director of Investor Relations. He is responsible for leading business development opportunities and furthering the growth of AmCap's institutional investment platform.  Prior to joining AmCap, Stephen spent five years as a managing director at PCCP, a real estate investment firm, where he was responsible for sourcing and raising capital for that firm’s investment platform. Before joining PCCP, Chase served as a director in the private fund advisory group at Lazard Freres & Co.  Mr. Chase graduated from Yale University, where he received a bachelor’s degree in history.

Catherine Chen

Managing Director
Apollo Global Management

Catherine Chen is a Managing Director in Apollo’s Real Assets group where she is primarily responsible for the origination, structuring and execution of commercial real estate debt investments.  Prior to joining Apollo in 2013, Ms. Chen was a Vice President in the Commercial Real Estate Lending group at Morgan Stanley where she was involved in all facets of commercial mortgage origination, securitization, underwriting and syndication.  During her tenure at Morgan Stanley, Ms. Chen also worked in Institutional Sales and Trading management, assisting in the management of global equities and fixed income initiatives.   Ms. Chen graduated with an MBA from Columbia Business School and ... (view full description)

Jarret Cohen

Managing Partner & Founder
Jadian Capital

Jarret is Managing Partner and Founder of Jadian Capital. Prior to forming Jadian, Jarret was a Partner, Managing Director and Head of Private Real Estate at Fir Tree Partners. Jarret joined Fir Tree in 2010 to establish and build its private real estate business, ultimately leading a team of ten dedicated professionals across investments, asset management, legal, investor relations and operations. During Jarret’s tenure, Fir Tree invested in a broad set of traditional and alternative real estate sectors, and across capital structures of assets and companies. Jarret has 16 years of experience investing in and managing real estate and related investments, including previous positions at Param ... (view full description)

Steve Cohen

Executive Vice President

Steve Cohen is the Executive Vice President of IBERIABANK.  In his role at IBERIABANK, Cohen leads the bank’s Commercial Real Estate strategy and is responsible for the Miami and New York team that generates new commercial real estate loans and maintains banking relationships with commercial real estate investors and developers. His team provides senior debt capital for term loans as well as construction, value-add/repositioning opportunities.  Cohen joined IBERIABANK in January 2012 after spending 28 years in the commercial banking industry in various leadership roles throughout Florida. While with the SunTrust organization, he lived in South, Southwest, Central and North Florida. Coh ... (view full description)

Steven Coury

White and Williams LLP

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

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of the General Partner and Dalfen Industrial. He has oversight responsibility for all of Dalfen’s businesses, investment activities, strategic direction, and resources. After joining the firm in 2006, Sean was instrumental in the firm becoming one of the largest buyers of industrial real estate, having executed over $6 billion of transactions involving in excess of 40 million square feet of industrial properties in North America. Prior to Dalfen, Sean worked at NAI Commercial as an Investment Sales Broker where he was one of the company’s Top 10 producers in Canada. Sean is involved in a variety of philanthropic activities and i ... (view full description)

Jason Danley

Peak Capital Partners

Jason Danley is Partner & COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated over 300 multi-family apartment communities across 25 states, representing apartment homes for over 48,000 American families.  Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states.  Jason holds a B.S. in Business Management from Brigham Young University, in Provo Utah. ... (view full description)

Matt DeAtley

VP, Real Estate
Oaktree Capital Management, L.P.

Chris DeMeo

Strategic Client Solutions - Head of Americas
Aberdeen Standard Investments

Chris DeMeo is Head of Americas within the Strategic Client Solutions (SCS) group at Aberdeen Standard Investments. In this role, he provides investment solutions for all types of clients across the Americas working in close collaboration with the global Strategic Client Solutions group, asset class teams and specialist investment functions.  Prior to joining ASI, Chris co-founded Nu Paradigm Investment Partners in 2014, delivering  individually-tailored investment solutions ranging from strategic advice to full portfolio implementation for a wide range of clients.  Before Nu Paradigm, Chris was Head of Investment, Americas at Towers Watson, and was responsible for leading the Americas inves ... (view full description)

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

With over 35 years of experience in commercial real estate, Jon Dishell has an extensive background across the spectrum of real estate capital markets activities.  His tenure in the institutional investment arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where most of his career was spent.  As a precursor to its 2006 IPO, DEI sponsored nine institutional commingled real estate funds, and two more as a public company, all totaling $1.9B.  For nine of these funds Jon was responsible for all investor relations functions within the firm inclusive of partner solicitation, client servicing, investor reporting, and consultant interface.  Additionally, for ... (view full description)

Sara Doelger

Argosy Real Estate Partners

Sara Doelger is a Principal with Argosy Real Estate Partners.  Argosy Real Estate Partners invests joint venture equity capital in multifamily, single family build-for-rent, retail, lodging, office, industrial, life sciences and residential land assets throughout the United States.  Argosy’s investment strategies include opportunistic, core plus, and Opportunity Zone investments.  Ms. Doelger is responsible for deal sourcing, transactions, asset management and ESG initiatives. Prior to joining Argosy, Sara held development positions at retail and multifamily real estate firms. Ms. Doelger holds an MBA with a concentration in Real Estate from the Wharton School at the University o ... (view full description)

Michael Dombai

Managing Director
Alter Domus

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

Kevin Dowling

Strategic Account Director
Juniper Square

Jeff Drinkwater

Regional VP/Director, Business Development
JTC USA Holdings

Jeff Drinkwater is Director of Business Development for JTC, supporting our private equity and Opportunity Zone line of businesses. Jeff is a 25-year veteran of the financial services industry, having previously held positions at J.P. Morgan, BNY Mellon, Fortis and BISYS. His broad experience working with private equity, real estate and hedge funds has allowed him to build strong relationships throughout the industry and affords him specialized insights when addressing client needs.

Ward Ebbert

Head of Institutional Real Estate
SunTrust Bank

Ward Ebbert heads SunTrust’s Institutional Real Estate Group where he leads a team of Relationship Managers that support the capital markets needs of institutional CRE investors through targeted relationships with private equity real estate funds, life insurance companies, pension funds, and sovereign wealth funds.   Ward’s team specializes in providing project level debt, including construction, bridge, term and Agency loans, plus secured and unsecured entity level credit facilities.    Ward is a graduate of the Goizueta Business School at Emory University with a Masters of Business Administration, a Master of Accounting degree from the University of North C ... (view full description)

David Eyzenberg

Eyzenberg & Company

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

Jesse Fahy

Manager-Venture Capital

Jesse Fahy is the VP – Private Capital Funds (Americas) at Preqin, the alternative assets industry’s leading source of data, insights and solutions. Jesse leads a team of over 10 analysts responsible for direct engagements with fund managers across the private capital industry. Jesse has full ownership of this dataset, with he and his team responsible for the quality, growth and dissemination for the Americas. Prior to this, Jesse led the venture capital efforts at Preqin, helping to set strategy for the asset class globally, and was one of the first analysts working on the hedge fund product when he first joined the company.

Doug Faron

Managing Partner
Shoreham Capital

Doug Faron is the co-founder and Managing Partner of Shoreham Capital, a diversified real estate investment company that focuses on residential and special situation investment opportunities in growth markets across the United States. Prior to founding Shoreham, Doug spent his last 10 years at the CIM Group as a Managing Director where he oversaw their acquisition strategy on the East Coast and in major markets across the US.  Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economic ... (view full description)

Dan Farrell

Chairman & CEO
Privos Capital

Mr. Farrell is the Chairman & CEO of Privos Capital, a global Multi-Family Office (MFO) LP investment firm.   A leading multi-family office, Privos partners with single family offices, multi-family offices, sovereign and royal families, their funds, foundations, and portfolio companies, in leading financial centers, as well as in the BRICS, N-11, and Frontier Countries of the Emerging Markets.  The firm's main business is working with its family office LP partners on global expansionist activities, capital allocations, strategic alliances, direct investments, co-investments and joint ventures. Privos is active up and down the capital stack across most sectors, inc ... (view full description)

Jacob Feingold

Senior Director
Canyon Partners Real Estate

Jacob Feingold is a Vice President at Canyon Partners Real Estate, the direct real estate investments platform of Canyon Partners. Based in New York, Mr. Feingold is responsible for sourcing debt and equity opportunities across property types in the Northeast region. Prior to joining Canyon, Mr. Feingold was a member of the investments group at iStar where he focused on structured real estate investments, development of REO assets, and restructuring distressed investments. Mr. Feingold is a graduate of Columbia Business School (M.B.A., Honors) and the University of Michigan Ross Business School (B.B.A., Honors).

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)

Howard Fife

Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Ar ... (view full description)

Paul Foye

US Real Estate Practice Leader

Current Responsibilities Paul Foye is the Marsh US Real Estate Practice leader.. His fields of expertise include: Real estate and hospitality risk and insurance programs. Owner and contractor controlled insurance programs. Captive insurance company management and administration. He has 28 years of experience in the risk and insurance business as an Underwriter, Risk Manager and Broker. At Marsh he has spent 14 year as a client executive and most recently East Coast Real Estate Practice Leader. In this capacity he ledMarsh teams on major real estate clients including but not limited to: AEW Capital Management, TIAA-CREF Real Estate ... (view full description)

Adam Frankel

Trustee - City Commissioner
Delray Beach General Employees

Adam Frankel was born and raised in Toledo, Ohio. He graduated from The Ohio State University, acquiring a Bachelors of Arts degree in Political Science.  Adam decided to immediately continue his education, and did so in his hometown by attending law school at The University of Toledo College of Law, earning his Juris Doctorate. Not long after graduating from law school, Adam moved to Delray Beach, Florida and was admitted to the Florida Bar Association. His first job helped mold his experience and perspective, as he served as an Assistant Public Defender in Palm Beach County from 1999 until 2001.  After three years of diligently defending indigent clients who could not afford an attor ... (view full description)

Steven Gesis


Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

John Girard

Trustee & Secretary
Boca Raton Police & Firefighters Retirement

John D. Girard is a Trustee of the Boca Raton Police and Firefighters Retirement System, and is presently a Private Investor. John’s prior business career expands over 40 years in the financial services industry. During that period of time, John served as President of the National Stock Exchange, and was on the Board of Depository Trust Company and the Composite Tate Committee. He was also a Senior Executive at several prominent financial institutions, including Girard Trust Company, First National Bank of Palm Beach, Palisade Capital Management and Kennedy Capital Management.

Eric Golubitsky

Institutional Capital Raise

Eric’s responsibility is to raise investment capital from a variety of sophisticated and institutional investors to help capitalize on opportunities and fuel the growth and expansion of Smartland. Eric brings 20+ years of entrepreneurial leadership experience. Eric has demonstrated a history of success in many industries including real estate, new construction, SaaS, consumer electronic and eCommerce industries. Eric is professionally skilled in business planning, capital fundraising, customer acquisition, marketing and human capital. Personally, Eric enjoys being a hockey dad, skiing, traveling and spending quality time with his wife and their 3 children.

Raymond Gong

Managing Director
Oaktree Capital Management

Mr. Gong joined Oaktree in 2008 and has been involved in the sourcing, analysis, execution and asset management of investments for Oaktree’s Real Estate strategies. Mr. Gong works across the commercial real estate, structured finance and corporate securities sub-groups, where he focuses on investments in the Northeast, Mid-West and the Mid-Atlantic regions of the United States. Prior to Oaktree, Mr. Gong was an analyst at Goldman, Sachs & Co., where he focused on real estate mergers and acquisitions, leveraged buyouts and debt and equity financings. Before that, Mr. Gong was an analyst in Banc of America Securities’ Technology investment banking group.

Alon Gorbonos

Managing Partner
D.T.I Holdings, LLC

Alon is the founder and managing partner of DTI Holdings, a private equity real estate fund with approximately $30M under management focused on North Carolina’s Research Triangle region. DTI was established in early 2017 and has been fully deployed, acquiring and managing ~25K sq.ft of commercial space across 2 buildings and nearly 200 residential units. Previously, Alon led strategic initiatives at MIO Partners, the McKinsey's investment office, creating a new multi-year private equity investment fund of approximately $200 million p.a. Prior to MIO Partners, Alon worked as a strategic consultant at McKinsey & Company focusing predominantly on private equity clien ... (view full description)

Todd Grasinger

Managing Director, Real Estate

Todd is the Managing Director, Real Estate at Sonder, responsible for overall strategy and growth, along with managing local real estate professionals in markets across the country.  Prior to joining Sonder, Todd spent over 15 years investing in institutional real estate for both private equity and public firms, closing over $3.0 billion of acquisitions and dispositions of mixed-use, rental and for sale real estate.  His experience includes transaction financing, private equity fund raising, investor relations, portfolio management, sourcing and closing joint venture transactions and managing CMBS investments. 

Lee Grosse

Vice President
TMF Group

Rishi Gupta

Managing Director
Eagle Rock Advisors LLC

Rishi is Managing Director of Eagle Rock Advisors, responsible for investment management. He plays an active role in acquisitions and asset management, primarily in sourcing, negotiating, financing and developing asset management plans for portfolio assets. Since helping launch and raise UOB Eagle Rock Multifamily Property Fund II LP in 2016 and UOB Eagle Rock Multifamily Property Fund LP in 2011, Rishi has led the acquisition and financing of all Fund assets, totaling over $600 million in value. Prior to joining Eagle Rock, Rishi helped launch a value-oriented hedge fund, where he focused on underwriting investments across asset classes. Previously, he was in consulting, ... (view full description)

Michael Halperin

Managing Director
Contrarian Capital Management, LLC

Michael Halperin has over 25 years of real estate finance, workout and investment experience, including 21 years focused on distressed and opportunistic real estate transactions throughout the United States and Europe. He has been a senior member of Contrarian Capital Management’s real estate team for over fifteen years and serves on the real estate investment committee and firm’s valuation committee. At Contrarian, he is responsible for acquisitions of distressed/opportunistic real estate and real estate debt, and identifying and managing joint ventures with local operating partners. Contrarian Capital Management is an institutional investment manager with over $4.7 billion of assets under ... (view full description)

James Harper

Managing Partner
Calibogue Capital

Louis Harrison

Belveron Partners

Belveron Partners is a housing preservation group with investments in affordable and workforce housing across the country.  Belveron holds direct ownership in over 10,000 units with investments in 40,000+ more across 33 states.  Mr. Harrison oversees sourcing opportunities, joint ventures, acquisitions, and communications.  He is an integral part of Belveron’s transactional activities, from fundraising to purchasing assets.  As well as actively involved in developing strategic relationships at local, state, and federal levels.  Mr. Harrison is an active supporter of YouthBuild and a founding investor for In Class Today, an education startup applying behavioral science to eradicating absentee ... (view full description)

Jay Hart

Managing Partner
CrossHarbor Capital Partners, LLC

Jay Hart is a Managing Partner of CrossHarbor Capital Partners LLC.  With his partners, Mr. Hart manages all aspects of the firm’s operations including serving on the firm’s Investment, Valuation, and Operating Committees.  Prior to joining CrossHarbor, Mr. Hart served as the founder and President of TriSail Capital Corporation, a wholly-owned subsidiary of Bank of America Corporation.  TriSail is an investment firm that provides both joint venture equity and mezzanine debt for project based real estate opportunities.  While at TriSail, Mr. Hart oversaw the investment of over $2.0 billion for the benefit of Bank of America as well as other institutional investors.  Prior to the formation of ... (view full description)

Dan Hartman

Managing Director
Terra Captial

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack.  At Terra Capital Partners, Mr. Hartman is a Managing Director responsible for transaction origination focusing on first mortgage, mezzanine and preferred equity on virtually all property types and with business plans ranging from ground up construction to stabilized. His most recent previous position was at Ares Management, a successor to Wrightwood Capital, a position he held for nine years investing first mortgage and mezzanine debt and equity. He has also held positions at GE Capital Corp, Mercedes Benz Capital, ORIX and JP Morgan Chase.   Mr. Hartman is a graduate of Co ... (view full description)

Christopher Hartung

Lazard Asset Management

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate team. He began working in the investment field in 1990. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Rea ... (view full description)

Bohdy Hedgcock

Senior Vice President
Clarion Partners

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for a series of closed-end opportunistic funds and for one of Clarion’s separate account relationships. He also serves as the Portfolio Manager for a separate account relationship and for an open-end commingled fund. In these roles, Bohdy has responsibility for all facets of fund/account management, including acquisitions, dispositions, asset management and investor communications. Previously, he worked with the Firm’s Investment Research Group, where he was involved in the underwriting of more than $2.0 billion in acquisitions. Bohdy joined Clarion Partners in 2007 and began working in the real estate industry in 2001 ... (view full description)

Guy Holbrook

Tidegate Capital

At Tidegate Capital, Mr. Holbrook is responsible for the macro selection process, identifying  specific Regions and MSA’s to focus the firms efforts towards with respect to potential acquisition targets. His proprietary analytical model that was developed for Tidegate Capital examines the direction of demographic trends, strength of economic activity and relative pricing. He has a comprehensive background managing fixed income portfolios for institutional investors, family offices, and high net worth individuals. Mr. Holbrook has worked at Scudder, Stevens and Clark, Massachusetts Financial Services (MFS), and most recently at Columbia Management where Mr. Holbrook oversaw 10 portfolio manag ... (view full description)

Kamil Homsi

GRC Investment Group- Dubai (SFO)

Kamil Homsi - CEO of the GRC Investments Group - Dubai, Single family office that focus on commercial real estate, renewable energy, and waste management. Mr. Homsi is a permanent member of the investment committee and the head of the global expansion and the portfolio oversight. Multi-lingual, seasoned executive and consummate global entrepreneur with 30+ years of valued transaction-centric experience in cross-border deal structure, alternative investments, and capital markets. Kamil is an advisory board member among various entities and an expert dispute resolution specialist, recognized speaker on philanthropy, Impact investing and ESG princip ... (view full description)

Brad Howe

Co-Chief Executive Officer
Broadshore Capital Partners

Co-CEO of Broadshore Capital Partners. Mr. Howe shares responsibility for overseeing the business and is directly responsible for Broadshore’s multifamily and senior housing investment verticals, as well as the firm’s investor marketing function. Mr. Howe leads the Broadshore Management Committee and is a member of the firm’s Board of Directors.  From 2005 through 2018, Mr. Howe served as Co-CEO of Lowe Enterprises Investors (LEI), the predecessor entity to Broadshore Capital Partners.  Prior to leading LEI, Mr. Howe managed the Lowe Enterprises Capital Group, which was responsible for the firm’s capital raising efforts, and was Chief Financial Officer for Lowe Hospitality Group. He pr ... (view full description)

Shally Hu

Head of Acquisitions
ARON Asset Management

Head of Acquisitions at ARON Asset Management,  QOZ Fund focusing on tax efficient real estate investments in distressed US communities.  Shally has over 10 years of experience managing institutional real estate transactions totaling over $6.2 Billion. Shally previously worked for GE Capital Real Estate, where she was responsible for real estate portfolio acquisitions, dispositions and underwriting in their $80 Billion portfolio globally. Shally also worked at Cushman & Wakefield in the investment sales group and for Bank of China leading negotiations and transactions for high profile assets such as the Time Warner Center, 220 Central Park South, the Plaza Hotel, the Sky buil ... (view full description)

Brandon Huffman

Managing Principal
Rubenstein Partners

Brandon joined Rubenstein Partners in 2008.  As Portfolio Manager of Equity Investments, he is responsible for implementing and overseeing all aspects of the firm’s value-added funds and is a member of the Investment Committee.

Prior to Rubenstein Partners, Brandon worked at Wachovia Securities in the Real Estate Leveraged Finance Group.  He graduated from the University of Virginia with a Bachelor of Science in Commerce with a concentration in Finance and a Bachelor of Arts in Spanish.
Brandon is a member of PREA, ULI and the Editorial Board of Institutional Real Estate, Incorporated.  He is also a member of the Philadelphia Chapter of YPO.

Paul Hughson

Executive Managing Director
Island Capital Group

Paul Hughson is an Executive Managing Director of C-III Capital Partners (an affiliate of Island Capital). Mr. Hughson serves as head of Principal Investments for C-III Capital Partners which encompasses C-III’s capital deployment activities for debt and equity investments as well as C-III’s Commercial Mortgage platform. Mr. Hughson serves as the Chief Investment Officer of   C-III Recovery Fund Series I, II, and III, a series of value add private equity vehicles formed to capitalize on the opportunities within the C-III platform.  In addition, Mr. Hughson serves as the President of C-III Commercial Mortgage and the head of real estate lending for Exantas Capital Corp., a public mortgage rei ... (view full description)

Gary Jaye

Senior Managing Director
CBRE Global Investors

GARY JAYE SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL ACQUISITIONS – AMERICAS Gary Jaye joined CBRE Global Investors in 2006 and is a Senior Managing Director and the Head of Commercial Acquisitions for the Americas.   In this capacity, Mr. Jaye oversees a national team of acquisition professionals and all facets of acquisitions for  and CBRE U.S. Core Partners, LP., CBRE Strategic Partners U.S. Fund Series,   international, SWF and U.S. separate account clients.  He joined the real estate industry in 1990 and has completed billions of dollars’ worth of direct, structured and joint venture transactions. In addition, Mr. Jaye has extensive expertise in structuring transactions fo ... (view full description)

Andrew Jewett

Aperture Real Estate Ventures

Aperture is a California based real estate technology and investment company focused on the acquisition, rehabilitation and disposition of distressed residential real estate and writing loans to smaller investors with the same strategy. In their careers, our team is estimated to have been involved in the closing of over $150B of real estate financing transactions, the flipping of over 3,000 properties, the origination of over $10B of mortgage loans and the creation of proprietary technology systems for some of the largest investment banks in the world. Prior to co-founding Aperture in 2016, Andrew was the co-head of capital markets at one of the largest fix and flip o ... (view full description)

Brett Johnson

Fortuitous Partners

Mr. Johnson is a Founder and Partner of Fortuitous Partners (, a diversified opportunity fund platform investing in professional sports anchored multi-asset developments in opportunity zones.   Mr. Johnson is the Co-Chairman of the Phoenix Rising Football Club (, a minor league professional soccer team, based in Phoenix, Arizona.  PHX Rising is currently in consideration for a Major League Soccer franchise.  In 2005, Mr. Johnson founded Benevolent Capital (, a private equity fund with investments in real estate, manufacturing and consumer brands, including Phoenix Rising FC, Octagon Partners, ArcherDX, TerraCycle, ... (view full description)

Ronald Kaplan

Partner, CRE 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)

David Kaufman

President & Chief Investment Officer
Colony Hills Capital, LLC

Colony Hills Capital is a private equity multifamily real estate investment management company. Founded in 2008, Colony has sourced, structured, and closed on over 8000 apartments, worth over a half billion dollars. Colony is now on the leading edge of leveraging blockchain technology to real estate investments in order to facilitate greater liquidity,  lower execution costs,  and transparency during the lifecycle of a real estate investment. Colony is developing an innovative platform using the power of the blockchain to make investing in the multi-trillion dollar global real estate market easier and more accessible. 

Ed Kindelan

Office Managing Partner-Boston
CohnReznick LLP

Edmund S. Kindelan, CPA, is the Office Managing Partner for CohnReznick’s Boston office. He focuses on client service and growth within the Connecticut and Massachusetts offices and works closely with CohnReznick partners to ensure the Firm provides the full depth and breadth of CohnReznick resources to clients. Ed is also the practice leader in New England for the Commercial Real Estate Industry practice and provides accounting, tax, and advisory services to commercial real estate developers, property managers, private equity funds, and contractors. His clients include companies developing, owning, and managing multifamily, office, hotel, industrial, and student housing properti ... (view full description)

Chris Klare

Senior Vice President-Client Capital
Blue Vista Capital Management, LLC

Chris Klare is a Senior Vice President in Client Capital at Blue Vista, where he is responsible for building and strengthening the firm’s institutional investor relationships.   Prior to joining Blue Vista, Chris was the Director of Capital Markets at LEM Capital, a Philadelphia-based real estate fund manager, where he led fundraising, marketing, and relationship building efforts with the firm's existing and prospective investors.  Prior to joining LEM, he was Director of Capital Markets and Client Services with Grosvenor Fund Management, a London-based real estate operator and fund manager. Prior to Grosvenor, Chris held various positions in fundraising, investment underwriting ... (view full description)

Matthew Klein

CrossHarbor Capital Partners

Matthew Klein is a Vice President of CrossHarbor Capital Partners LLC responsible for sourcing and structuring debt investment opportunities for the firm’s debt fund. Prior to joining CrossHarbor, Mr. Klein was an Assistant Vice President with AEW Capital Management in the firm’s Acquisition and Capital Markets groups.  While with AEW, Matthew was responsible for sourcing and underwriting debt and equity investment opportunities including more than $650 million of debt investments secured by assets nationwide.  Mr. Klein began his career at Prudential Mortgage Capital Company where he was responsible for sourcing, underwriting and closing nearly $3 billion in c ... (view full description)

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Michael has over 35 years of experience in finance and company operations.  He has successfully started and operated three companies, several divisions for his employers and has originated, approved or worked out billions of dollars in loans to both corporate and real estate clients.  Michael started his career at Union Bank in Los Angeles, where he completed the Management and Credit training program.  He has worked for money center, regional and community banks, including Chase Manhattan Bank, Union Bank, Wachovia Bank and China Trust Bank.  Prior to founding Freedom Financial Funds, LLC, he co-founded and served as the Chief Operating Officer of Partners Capital Solutions, Inc. (PCS) wher ... (view full description)

Greg Kraut

Managing Partner
K Property Group "KPG"

Gregory Kraut joined KPG in 2017 as a managing partner. Mr. Kraut oversees the strategic direction of the company, fundraising, development, capital administration, asset management and leasing. Before joining KPG, Mr. Kraut was the Founding Principal and Managing Director of Avison Young’s New York office. Working with senior management, he established the Canadian-based firm’s local corporate infrastructure and grew its footprint in the Tri-State region through business acquisitions and high-level recruiting. During this time, he was named one of Commercial Observer’s Power 100 in New York City real estate for three consecutive years. As a senior broker and advisor, Mr. Kraut s ... (view full description)

Richard Kulick

CIO of Multifamily Housing
Gamma Real Estate

Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $1 billion of multifamily properties in the past 5 years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick lead multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank’s Real Estate, Leisure and Lodging Group. Mr. Kulick is a lawyer by training and prior to UBS, practiced law for over four years in New York at Sidley Austin’s Corporate Transactions group where he structured and executed asset, stock, merger and ... (view full description)

Fred Kurz

Peaceable Street Capital

Mr. Kurz is the Chief Executive Officer of Peaceable Street Capital.  Founded in 2016 under the leadership of David Henry and Mr. Kurz, the company is a specialty finance platform that provides preferred equity capital for owners and developers of income producing commercial real estate. As a privately held firm exclusively focused on helping our operating partners successfully compete in a challenging world, Peaceable Street Capital’s investment process is designed to deliver creative, flexible and dependable solutions quickly.  Peaceable holds ownership interest in real estate valued at approximately $800 million across the United States and Canada. Mr. Kurz has 30+ year ... (view full description)

Kathleen Kusiak

Managing Partner
Alta Properties LLC

Kathleen Joyce Kusiak has worked in the real estate and construction industry since 1988. In addition to managing the real estate development process, Kathleen has been responsible for acquisitions and strategic planning.   Prior to launching Alta Properties LLC in 2007, Kathleen worked as a third-party development manager--developing such projects as Cisco Systems’ New England campus.   Alta Properties is an opportunistic real estate investor/developer that acquires properties throughout New England, the Mid-Atlantic and Texas-- across all major asset classes, focusing on opportunities for capital appreciation.    Alta Properties typically partners with e ... (view full description)

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)

Brandon Laughren

Chief Investment Officer
The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing family business interests in community banking and merchant banking. He also serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm, where he sourced, executed and managed private transactions for clients and for his own account. Mr. Laughren has acted as a transaction advisor as well as an invest ... (view full description)

Douglas Lee

Managing Director
Brightstone Capital Partners

Douglas Lee is a Managing Director and founding partner of Brightstone Capital Partners. Mr. Lee has more than 25 years of experience in real estate, finance and private equity. Prior to founding Brightstone, Mr. Lee served as a Managing Director, Head of Capital Markets and Member of the Investment Committee for Metropolitan Real Estate, a $3.2 billion investment management firm. Prior to joining Metropolitan, Mr. Lee held leadership and advisory roles at UBS Investment Bank and Goldman Sachs. Mr. Lee received a B.A. in Architecture from the University of California, Berkeley, and an M.B.A. from the Harvard Business School.

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)

Ryan Levy

Klaff Realty

Mr. Levy is a Principal of Klaff Realty, LP and serves as a member of its Investment Committee. Mr. Levy leads the financial evaluation and due diligence of individual and portfolio acquisition opportunities.  He reports to the CEO on deal structuring, capital raising, and closings of real estate and operating company transactions in the United States & Latin America.  He is also responsible for the management of Klaff Realty’s current investment holdings. Prior to joining Klaff Realty in 2010, Mr. Levy founded Cliff Capital LLC, a real estate investment firm focused on acquiring and repositioning distressed residential real estate in the Chicago and Indianapolis markets. Prior to Cliff ... (view full description)

Robert Lindner

Managing Principal
Integrated Capital Management

Robert Lindner is Co-Founder and Managing Principal of Integrated Capital Management (ICM).  Mr. Lindner is on investment committee for ICM's discretionary equity fund which is backed by several large family offices.  The fund seeks to make GP/Sponsor level equity investments with experienced commercial real estate operators and build an instituional quality portfolio of assets diversified in geography, product type and risk profile.

John Lippmann

Managing Director
NYL Real Estate Investors

Mr. Lippmann oversees special servicing and production of highly structured real estate loans across the national platform, including construction, bridge and mezzanine financings. He also coordinates the financing of certain equity investments managed by the firm. Prior to joining the firm in 2010, he held senior positions in the real estate groups at FTI Consulting and Eurohypo AG. He began his career at JPMorganChase. Mr. Lippmann has a BA degree from the School of Public Affairs at American University and an MBA in Finance from the Stern School of Business at New York University.

Andrew Lucas

Managing Director-Capital Markets
Trion Properties

Andrew Lucas sources new investors and manages invstor investor relations at Trion Investors, Inc. Trion is a private equity investment company which acquires opportunistic real estate investments that need moderate to heavy rehab on a mid to long term investment horizon. Trion maximizes investor returns by increasing net operating income throughout the holding period through a hands-on management style of heavy renovation and aggressive lease-up. Since its inception in 2005, Trion has acquired over $1 billion of real estate and generated internal rates of return in excess of 30%. Andrew has extensive experience in finance, investor relations, and both commercial and residential ... (view full description)

Brad Lyons

Managing Director
Stabilis Capital Management, LP

Mr. Lyons is a senior member of the originations team at Stabilis, a New York based investor focused on the origination and acquisition of senior bridge loans secured by transitional assets (real estate, asset backed and healthcare).  Mr. Lyons is active across all real estate sectors (including alternatives such as hospitals, auto dealerships, gas stations and restaurants) as well as with various specialty finance and C&I opportunities such as inventory, receivables and equipment financing, energy assets, hotel PIPs and bankruptcies.  Mr. Lyons is a seasoned real estate capital markets executive who previously helped launch a real estate GP and capitalized the acquisition of several doz ... (view full description)

Umer Malik


Henry Manoucheri

Chairman & CEO
Universe Holdings

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

James Masciello

Principal & Portfolio Manager
Raven Capital Management

James Masciello is a Principal and Portfolio Manager at Raven Capital Management and focuses on deal origination, underwriting, execution, while managing all of Raven’s Film & Media and Real Estate investment opportunities. Prior to joining Raven, James was a Vice President at Bank of America Merrill Lynch's Special Assets Group, where he was responsible for managing a principal investment portfolio of over $1 billion. Before that, he was part of the Alternative Assets Group at Merrill Lynch. James received a BS in Finance from Georgetown University.

Michael May

Silverstein Capital Partners

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

Mike McCabe

Global Head of Sales, Product, and Marketing
MUFG Investor Services

•Michael McCabe (Mike) is currently the Head of Sales, Product, and Marketing and is in charge of driving the global sales growth, product development and the overall marketing strategy of MUFG Investor Services’ alternative asset servicing platform which includes hedge funds, fund of funds, private equity, real estate, and custody.   His primary responsibility is to collaborate with clients and prospects to deliver innovative solutions that enable those firms to maximize their operational efficiency and mitigate risk. •Mike joined MUFG Investor Services in 2016 from BNY Mellon where he served as a Managing Director in their Alternative Investment Services division. He held various pos ... (view full description)

Ryan McDonough

Co-Chief Investment Officer
Marcus Partners

Ryan is a Co-Chief Investment Officer and Principal at Marcus Partners.  Marcus Partners is a vertically-integrated real estate private equity firm with a 25 year history of successful real estate investment, development, and management experience.  The firm focuses on value-add investments in multifamily, industrial, biomedical lab, office, medical office, and mixed-use properties in knowledge-based metro areas including Boston, New York, and Washington, D.C. Ryan joined Marcus Partners from Bentall Kennedy, one of North America’s largest real estate investment managers and advisors. During his time at Bentall Kennedy, he played a lead role in expanding the firm’s Boston footprint, hi ... (view full description)

Troy Merkel


I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

Billy Meyer

Managing Director of Real Estate Lending
Columbia Pacific Advisors

Joshua Minix

Investment Manager, Private Real Estate
Partners Group

Joshua Minix is an Investment Manager with the Private Real Estate business unit of Partners Group, and is based in Broomfield Colorado.  Partners Group is a global private markets investment manager with 91B.  He focuses on sourcing and executing real estate investments in the Americas with a current focus on Office, Industrial, and Multifamily opportunities in high-growth markets in the United States.  Prior to joining Partners Group, he was a Managing Director at InvestRes and Avesta, an associate at Wiley Rein LLP, and an associate at the Institute for Defense Analyses.  He holds a JD from Harvard Law School where he was an Olin Fellow in Law, Economics, and Business and a BS in Economic ... (view full description)

Benjie Moll

Founder & Managing Principal
Arx Urban

Benjie is the Founder and Managing Principal of Arx Urban, a Boston-based real estate operator focused on the development and preservation of workforce and affordable housing. The firm has used its socially-minded, technology-enabled and forward-thinking approach to acquire and develop 18 multifamily and mixed-use projects throughout Greater Boston valued at more than $300mm since 2014.   Prior to founding the firm, Benjie served as Vice President of Investments at Atlas Real Estate Partners and was an Associate at JP Morgan Global Real Assets. In these roles he oversaw a $1.5B mixed-use real estate portfolio and created the investment strategy for over 30 assets including leasin ... (view full description)

Ned Montenecourt

Chief Risk & Compliance Officer
Phoenix American Financial Services

Ned Montenecourt, CRCP is Senior Vice President and Chief Risk and Compliance Officer at Phoenix American. He is responsible for managing all aspects of the firm’s risk and compliance framework as well as helping to hone the firm’s business strategy. He has vast experience designing, building and implementing risk control programs at financial services entities ranging from start-ups to large public institutions. His expertise centers on systems integration, supervisory controls, process automation, regulatory training, regulatory and audit exam management and operational risk.     Prior to joining Phoenix American, Ned held senior executive risk roles at Deutsche Bank and ... (view full description)

Kenny Moon

Almanac Realty Investors, LLC

Mr. Moon is responsible for investment, origination, analysis, underwriting, structuring, transaction execution, and ongoing management of the investments of the ARS Fund Series and CARS I. He currently serves on the boards of HRIP Holdings and PREP Property Group. 

Brett Moore

RDG Funds

RDG Funds LLC ("RDG") is a private equity real estate firm based in Chicago, IL. RDG invests in value-add properties, development projects, and yield strategies, partnering with proven asset managers and developers in urban infill and core suburban locations. RDG manages several commingled funds and invests directly on behalf of high net worth investors, family offices, foundations, and trusts. Brett Moore Jr. joined RDG in 2012 and has been a Partner since 2015.  Prior to joining RDG, Brett was a member of the Proprietary Fixed Income Trading Group at Gelber Group LLC (2009-2011) and a trader at Traditum Group LLC (2008-2009). Brett graduated from the University of Illinois Urba ... (view full description)

Toby Moskovits

Founder & CEO
Heritage Equity Partners

Toby Moskovits is the Founder and Chief Executive Officer of Heritage Equity Partners, a woman-owned real estate and development firm specializing in mixed-use development in the New York metro region. The company’s fast-growing portfolio is comprised of unique, contextualized buildings in some of New York’s outer borough neighborhoods.In addition to the two-million square feet of commercial and residential properties the firm and its partners already completed. Heritage currently has a number of major projects in various stages of development: 25 Kent Avenue, an innovativelight industrial and office development in Williamsburg, Brooklyn, ... (view full description)

Chris Moss

CliftonLarsonAllen LLP

Chris is a principal and senior portfolio manager for CliftonLarsonAllen Wealth Advisors, LLC. As a member of the Private Investment Committee, he is deeply involved in the strategic and tactical construction elements of our client portfolios. He specializes in sophisticated client strategies, serving as a consultant to the firm’s highest net worth and largest institutional clients. Chris has served individual clients for more than 20 years, working closely with them to understand their unique personal objectives.  His extensive investment experience, combined with a natural curiosity about people and business, allows him to develop close relationships with his clients while serving as ... (view full description)

Jonathan Moy

Managing Director

Christopher Munsell

Managing Director
Prodigy Network

As a Managing Director at Prodigy Network, Christopher leads the deal team and is responsible for sourcing new relationships with potential developers, as well as structuring and underwriting new real estate investment opportunities. Chris has over a decade of experience in both the debt and equity sides of the business where he has structured and managed more than $3 billion in real estate across all asset types and in more than 20 states. He is also an Adjunct Assistant Professor at Columbia University where he teaches three graduate courses in the Real Estate Development Program.  Chris holds a Bachelor of Science in Business Administration from Boston University and a Master of Science i ... (view full description)

James Munuhe

Baker Tilly Virchow Krause, LLP

James specializes in tax compliance, transaction tax planning, creative tax structuring and other business advisory services specific to real estate investment trusts (REITs), private equity funds, developers and other investors in the real estate industry. James has extensive experience advising private, public, domestic and international companies investing in the residential, hotel, industrial, office and retail sectors of the real estate market.

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Founder and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 60 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is a ... (view full description)

Chris Nebenzahl

Institutional Research Manager
Yardi Matrix

Chris Nebenzahl is the Institutional Research Manager at Yardi Matrix, and is responsible for overseeing market research and data analytics, as well as editorial composition for Yardi Matrix, Commercial Property Executive and Multi-housing News. Mr. Nebenzahl facilitates the expansion of the Yardi Matrix reporting suite and provides in-depth analytical tools for clients across the commercial real estate industry. His focus includes data analytics and reporting for the multifamily, office, self-storage and industrial asset classes. Before joining Yardi, Mr. Nebenzahl served as a portfolio manager for the Bank of New York Mellon, managing fixed income portfolios for municipal and p ... (view full description)

Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

With more than 30 years of professional experience, Brian Newman is a partner in CohnReznick’s Hartford, CT office and the Practice Leader of the Firm’s Federal Tax Services nationally. Brian concentrates on the formation, operation, and dissolution of partnerships, C-corporations, S-corporations, and limited liability companies. He also has extensive experience dealing with tax issues for family-owned and Fortune 500 businesses, serving clients across various industries including real estate, manufacturing and distribution, technology, and construction. Brian is a frequent speaker and author on issues involving federal and state taxation and partnership ... (view full description)

Eric Newman

Treasury Manager
City of Stamford

Eric serves on the City of Stamford Investment Advisory Committee.  He is responsible for treasury, investment management, pension fund administration and accounting.  He participates in the management of the City’s Public Private Partnership portfolio.  The portfolio includes a highly leveraged Real Estate Qualified Active Low-Income Community Business Partnership (QALICB) that monetarized IRC §47 Federal Historical Tax Credits and §45D New Markets Tax Credits and several Tax Increment Financing (TIF) redevelopment, infrastructure, and improvement projects.   Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Price Waterhouse and Soros Fund Management. ... (view full description)

David Pahl

Managing Principal
GTIS Partners

David Palame

General Counsel & EVP
BrightSpire Capital, Inc.

David Palamé is General Counsel, Executive Vice President and Secretary at BrightSpire Capital, Inc. (NYSE: BRSP), having served in such capacity since the Company’s inception in January 2018. Mr. Palamé is responsible for legal, administrative, regulatory and compliance activities, corporate secretarial and other support for the Company’s business. Mr. Palamé also serves as the chief compliance officer of the Company’s registered investment advisor, BrightSpire Capital Advisors, LLC. Previously, Mr. Palamé served as Managing Director, Deputy General Counsel of Colony Capital, Inc. until April 2021, where he was responsible for global legal, private capital formation, investment ... (view full description)

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and innovator with a backgroundin the diverse fields of real estate investing and pharmaceutical research. His experience as a pharmaceutical scientist drives his systematic approach to multifamily and  ... (view full description)

Leland Peyser

Peyser Real Estate Group

Leland Peyser is currently the Founder and Chief Executive Officer of the Peyser Real Estate Group, LLC, located in New Jersey, which will serve as the investment manager to the Benu Opportunity Zone Fund, LP. He also serves as a General Partner and Co-Founder of an opportunistic private equity real estate fund, triple bottom line investment vehicle that has sparked new sustainable development, created hundreds of new jobs and generated abovemarket financial returns in underserved communities. Mr. Peyser is an accomplished executive with over 30 years of experience developing significant client relationships in the alternative investment space with insurance companies, pension fu ... (view full description)

Evan Pickering

Vice President
Paladin Realty Partners

Evan Pickering is a Vice President at Paladin Realty, where he focuses on supporting Paladin’s U.S. value-add apartment acquisitions and asset management as well as all client relations and reporting. Additionally, Mr. Pickering serves on the firm’s ESG Committee. Prior to joining the firm in 2017, he worked at BFSG as an institutional investment consultant where he served both corporate and public sector clients. He consulted on more than $2.5 billion of client assets in defined contribution and defined benefit pension plans. He began his career working in the operations department at Mercer Advisors, where he was primarily responsible for trading, conducting investment analysis, and mainta ... (view full description)

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for CPRE.  Ms. Potts has been with Canyon Partners for 13 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners’ real estate platforms and holds a seat on all Canyon Partners real estate investment committees.  During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $6 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, student housing and mixed-use.  Ms. Potts previously worked in the Fi ... (view full description)

Gabriel Pozo

Advalurem Group

Mr. Pozo is Principal and Founder of Advalurem Group with the primary responsibilities of setting strategy, developing business and overseeing acquisitions. He is a member of the Investment Committee. Mr. Pozo has two decades of institutional real estate experience, including positions in private equity, investment banking and management consulting. Over his career, Mr. Pozo has overseen the acquisition and financing of more than $5 billion in commercial real estate. Prior to forming Advalurem Group, Mr. Pozo was a senior member of the acquisitions and business development team at Madison International Realty, a value-added real estate fund with over $2 billion of assets under management. Mr ... (view full description)

Stefan Pryor

Secretary of Commerce
State of Rhode Island

Remy Raisner

Founder & CEO
The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group (Proteus Capital Management), a private real estate investment firm headquartered in New York City.    Under his leadership, The Raisner Group has raised capital domestically and internationally since 2009. It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments in New York City. Most of the firm's acquisitions have taken place in the outer boroughs, with an emphasis in the emerging Brooklyn neighborhoods of Bushwick and Bedford-Stuyvesant.   Starting 2013, The Raisner Group also became involved in PropTech, thro ... (view full description)

Ryan Reyes

Director of Acquisitions
Stoneweg U.S.

Ryan Reyes joined the Stoneweg U.S., LLC executive team in February of 2019 as the Director of Acquisitions where he will lead all efforts in acquisitions and dispositions for the Stoneweg U.S., LLC portfolio. Ryan began his real estate career with an investment company specializing in residential real estate where he held various roles in acquisitions, capital markets and construction management supporting the company’s growth from $50MM to $1.3B over the course of his 7-year tenure. Prior to real estate, Ryan served as a Federal Agent with the Department of Homeland Security’s Special Operations Group. Ryan graduated with a Bachelor of Science degree from the University of Tampa.

Michael Richards

Senior Vice President of Fund Administration
NES Financial

Michael Richards has brought an impressive investment skillset to NES Financial after nearly 18 years at State Street, where he built his reputation in hedge fund and private equity fund administration within their Alternative Investment Solutions division. There, Michael was responsible for a large global team servicing top institutional fund sponsors and LP customers with a broad spectrum of alternative investment product types. His background in alternative fund administration and financial reporting with leading private equity fund sponsors has enhanced NES Financial’s approach to complex accounting transactions, automation, financial and investor reporting, and is bolstering their rapid ... (view full description)

Elie Rieder

CEO and Founder
Castle Lanterra Properties

Elie Rieder is the Founder and Chief Executive Officer of Castle Lanterra Properties. An active real estate investor, owner and manager since 1998, Mr. Rieder has been directly involved in acquiring in excess of 15,000 multifamily units and has invested across the real estate spectrum including in residential, office, hospitality, retail and parking. Mr. Rieder specializes in value-add acquisitions, where property performance can be enhanced through multiple operational and capital improvements. His investments have shown a strong history of success in improving both the quality of life for the tenants and the cash flow to the owner through upgrades to unit quality, community amenities, and ... (view full description)

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Mr. Root is a co-founder and managing principal of Blackfin Real Estate Investors.   Blackfin was founded in August of 2016 and currently owns approximately 3,000 apartments across the east coast.  Blackfin focuses on high quality multifamily properties throughout the Northeast, Mid-Atlantic and the Carolinas. Blackfin seeks opportunities in markets with expected growth prospects and strong underlying fundamentals, and actively engage in managing and repositioning assets to maximize their ultimate competitive position.  Mr. Root is responsible for the acquisition and asset management of the venture’s investment portfolio. Prior to co-founding Blackfin Mr. Root was a Managing Director o ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

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

Jesse Saglio

President, Rhode Island Commerce Corporation
Rhode Island Commerce Corporation

Mo Saraiya

GCM Grosvenor

Mr. Saraiya is involved in all aspects of GCM Grosvenor’s real estate vertical, including deal sourcing, structuring, due diligence, asset management, and managing client relationships. Prior to joining GCM Grosvenor, Mr. Saraiya worked for CIM Group as a Vice President – Investments, responsible for sourcing, structuring and executing real estate debt and equity investments in the residential, office, retail, hospitality, and industrial sectors across North America. Previously, Mr. Saraiya worked at Friend Skoler & Company, a generalist private equity firm investing in middle market companies, and subsequently worked in general management roles for private equity portfolio companies inc ... (view full description)

Roy Schneiderman

Bard Consulting LLC

Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC.  Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers’ Retirement System, the California Public Employees’ Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund.  The firm has a significant practice related to land development and homebuilding.  Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA).

David Schwartz

Founder & CEO
Avance Capital

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity and mezzanine debt. W5 Group has permanent capital, a flexible mandate and seeks to create endu ... (view full description)

James Solomon

Ravinia Capital Group

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

Alex Suarez

Chairman & CEO
Alex. Hamilton & Sons. Inc.

Mr. Suarez is Chairman of Family Office Partners, Inc. (“FOP”) an SEC registered investment advisory firm (“RIA”) founded on December 15, 2016. Since 2013, Mr. Suarez was CEO of The MerchantBanquiers Club, Inc. (“MBC”) which was established as a Georgia based corporate entity and merchant banking enterprise on January 24, 2017. In part, both firms are in the business of performing as leading intermediaries between selective sell side fund companies and demanding buy side firms that have a high wealth clientele focus. Both firms provide the following financial services to select fund companies and high wealth focused buy side firms and their clients:   Investment advisory, due d ... (view full description)

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

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

Brad Takala

Griffith Properties

Brad has 21 years of experience in real estate investments during which he has originated, structured and closed over $3.0 billion of investments across all asset classes and strategies. Brad works with Griffith Properties’ two other investment principals originating and executing on opportunities in our target markets, and assists our Managing Principal in investor relations and capital formation. Most recently, Brad led acquisitions at Eastern Real Estate, a vertically-integrated development and investment platform. Prior to Eastern, he was Managing Director and head of acquisitions at The Davis Companies, a value-add fund manager and development company based in Boston which i ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Kristen Thomasino

VP, Real Estate Solutions

Kristen Thomasino as the Vice President of Real Estate Strategy and Partnerships & a Spend Management expert,  has worked on 100s of FinTech automation projects with companies in every industry in a variety of sizes. She is passionate about finding solutions that create positive outcomes for the economy in local communities across the United States. With over 13 years of educating, coaching, and most importantly real-life automation experience, her view is radically different. Kristen has been a business professional for 23+ years and truly understands that the choice to change your business processes is a big one. She can help walk you through every step of the process – starting with a ... (view full description)

Blake Whitney Thompson

Managing Director
Black Orchid Equity, LLC

Blake Whitney Thompson is the Managing Director of Black Orchid Equity, LLC. Mr. Thompson graduated Cum Laude from Florida State University, with a Bachelors degree in Political Science. He earned his Masters from Florida State University, and his Juris Doctor from Stetson University College of Law. Mr. Thompson is a member of the Florida Bar, a former City of St. Petersburg Mayoral Appointee to the Board of Adjustments, a recipient of the Tampa Bay Business Journal’s 30 Under 30 Award, and is listed as “Who’s Who in Tampa Bay Real Estate.” In 2011, Thompson launched a boutique private equity firm to acquire real estate and businesses in specific niches where Thompson's turnaround exp ... (view full description)

David Valger

DVO Real Estate

Mr. Valger is a seasoned real estate private equity executive with more than 20 years of experience managing people, originating, structuring and underwriting real estate and corporate private equity transactions.  Mr. Valger has been personally responsible for originating and closing in excess of $6 billion (in total capitalization) of real estate transactions.  Mr. Valger founded DVO to invest in multifamily real estate opportunities nationally with a focus on ‘gap’ equity investment structures.  DVO Real Estate is a private real estate investment firm focused exclusively on providing equity solutions for middle-market, multifamily investments in select markets across the Unite ... (view full description)

Brian Waldman

Executive Vice President, Investments
Peachtree | Stonehill

Brian is the Senior Vice President of Investments of Peachtree Hotel Group and brings more than 15 years of hospitality experience. Brian leads the company’s hotel real estate investment and asset management programs.   Prior to joining Peachtree, Brian was formerly Managing Director and Head of Capital Markets for Beacon Hospitality Partners where he was responsible for executing capital markets assignments and other advisory assignments with an aggregate asset value exceeding $8 billion. Prior to Beacon, Brian served as Senior Vice President of DTZ Hospitality Group, Vic ... (view full description)

W. Colin Walker

Director, Client Advisor
Alex. Brown

  W. Colin Walker is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Palm Beach, Florida. Colin works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning series, liquidity-event strategies, lending and philanthropy. As the key point of client contact, Colin is responsible for assessing client goals, determining priorities and building a team of specialists around each client. He is sensitive to the ... (view full description)

Todd Walter

Executive VP & General Counsel

Todd Walter is an Executive Vice President and General Counsel of Rockbridge.  As General Counsel, Todd manages Rockbridge’s 13-person Risk Management Group.  The Risk Management team is responsible for providing legal counsel in connection with Rockbridge's business, including fund formation and management, negotiating, documenting, and closing portfolio investments, regulatory and compliance matters, and corporate matters.  Todd works closely with Rockbridge's Investment, Asset Management, and Capital Markets Groups to evaluate strategic options and decisions involving the Rockbridge Funds and their investments and to develop and implement policies and procedures to manage risk, improve ef ... (view full description)

Kenneth Weissenberg


Kenneth Weissenberg is a Tax Partner and Chair Emeritus 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 r ... (view full description)

Sondra Wenger

Managing Director
CIM Group

Philip Wharton

Chief Investment Officer
Twining Properties

Phil Wharton serves as Chief Investment Officer and is a Managing Partner at Twining Properties. Phil oversees the preferred equity platform that Twining formed with a leading institutional real estate investment management firm. The platform’s mandate is to invest equity in value-add and development projects alongside experienced developers, filling a void between senior lender and developer equity, while also offering development oversight and expertise as needed. The platform is actively investing between $25 million and $75 million tranches in markets throughout the Northeast and Middle Atlantic regions.   Prior to Twining, Phil was Executive Vice President for Multifamily De ... (view full description)

Scott Whittle

Director, Finance
Rubenstein Partners

Rubenstein Partners is a fully integrated real estate investment firm providing first-class investment services, as a Registered Investment Advisor, in office markets throughout the Eastern United States.   Scott is responsible for debt capital markets across the platform, working with lending institutions and similar capital providers, procuring new debt at both the property and fund level and managing debt across the portfolio in each fund.  Scott joined Rubenstein Partners in 2015.   Prior to joining Rubenstein Partners, Scott worked at KTR Capital Partners, a private equity firm focused on industrial real estate, where he was responsible for debt ... (view full description)

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

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

Joseph Wilhelm

Joseph A. Wilhelm III

Elected Trustee of Hampshire County (MA) Retirement System, a public fund, for nineteen years.  An elected small government (County Commissioner, Selectman, Water Commissioner) office holder for thirty years.  He is a retired self-employed attorney specializing in Real Estate, Taxation, and Small Business Advice.  Now serving a clientel of taxpayers as atax preparer.  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.

Anastasia Williams

Head of Private Equity-Americas
TMF Group

Anastasia Williams is a seasoned sales executive who has been driving sales of systems and services in the investment management industry for over a decade. Anastasia was Director of Sales at SS&C Technologies leading new business acquisition on the West Coast. She started her career as a foreign exchange trader and built all third-party distribution partnerships for Associated Foreign Exchange (AFEX). Anastasia holds a Bachelor's Degree in Business Administration from UW-Madison and an MBA from Duke Fuqua School of Business.

Chris Winnen

Managing Principal, Real Estate Equity
Allstate Investments

Michael Zysman

Managing Principal
City Bay Capital LLC

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

Warren de Haan

Managing Co-CEO
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE. He is the Head of Asset Originations. Mr. de Haan has over 20 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014. Prior to STWD he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance business that was launched in 2004 and grew into one of the largest lending platforms in the United States focused on middle markets, closing ov ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for 20th Annual US Real Estate Opportunity & Private Funds Investing Forum


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*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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