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David Arditi

Founding Principal (TBC)
ARIA Development Group

David Arditi is a founding principal at Aria Development Group and leads the Miami office. He is a member of the Investment Committee. Mr. Arditi shares responsibility for all acquisitions, development and asset management. Prior to founding Aria, Mr. Arditi was a principal with Cardinal Development Corp., his family’s Miami‐based real estate development and advisory business. While at Cardinal, Mr. Arditi developed and profitably delivered two mid-rise residential condominiums in Downtown Miami totaling 325,000 gross SF. Mr. Arditi also led the acquisition and entitlement process on two other important mixed-use urban infill projects. Notable developments of the Arditi family in ... (view full description)

Nick Arenson

Vice President-Northern California
Mertiage Homes

Omar Badawi

CFO
Renasci Homes

With more than 15 years finance experience in residential real estate, including key positions with publicly traded homebuilders and a start-up real estate investment bank, Omar’s diverse background led to his role as Renasci Homes’ Chief Financial Officer.   At the onset of his career, Omar managed financial operations for a national homebuilder, where he was integral in launching a major master-planned community in a breakthrough market. Omar then joined investment management and development firm, CityView, focusing his acquisitions and development efforts to grow the company’s investment footprint and ensure its optimal success and fiscal security. His financial expertise and ... (view full description)

Mike Benshoof

President
Berks Homes

Mike Benshoof has nearly 30 years of experience in the home building industry. He started learning the industry from the ground up in his family’s business. He then spent seven years at NVR (one of the Nation’s largest home builders) in production and sales management, before becoming the Director of Business Analysis for the Economics Group at the National Association of Homebuilders.   Today, Mike is the President for Berks Homes, Red Door Homes and is a partner with SMA Consulting.   Berks Homes is a private residential builder and developer in Central Pennsylvania. Red Door Homes is a National company that specializes in “on your lot” home building. ... (view full description)

Chris Bley

Partner
Newport Pacific Land

Mr. Bley is both a Partner at Newport Pacific Land Company, a firm that is a developer of residential communitites and also manages land assets for institutional owners and investors, and an Executive Vice President at IHP Capital Partners, a firm that focuses on providing joint venture equity to builders and developers of residential projects.  Prior to joining Newport Pacific, he was a Senior Vice President at Lehman Brothers Holdings Inc. where his responsibilities included re-underwriting and developing business plans and exit strategies for a portfolio that consisted of developable land throughout the United States.   His professional experience also includes principal roles in several ... (view full description)

John Brimberry

SVP
Flagstar Bank

John Brimberry started his banking career in 1990 in Houston, Texas, and has been lending to homebuilders and developers since 1992.  After moving to Denver, Colorado in 1997, he spent five years managing a $500 million portfolio as the Colorado Area Manager and then four years managing a $1.9 billion portfolio as a Regional Manager for RBC Bank before starting up the Homebuilder lending platform for Vectra Bank in 2011.  After lending to homebuilders for 25 years, John is the co-founder and Chief Operating Officer of Flagstar’s National Home Builder Finance Group located in Denver, Colorado.  Since April 2016, Flagstar’s HBF team has generated over $3.0 billion in builder and developer loan ... (view full description)

Roger Brush

President & Managing Director
Gibraltar Real Estate Capital

  Roger Brush co-founded Gibraltar Capital in 2010, utilizing his experience in legal workouts and homebuilding operations to create a platform initially to take advantage of distressed real estate opportunities. Under Roger’s leadership, Gibraltar has since evolved into a dynamic investment platform that engages in a variety of financing structures, as well as direct acquisition opportunities.  Gibraltar’s primary focuses are land banking residential builders and providing debt and equity capital to builders and developers across the country.  Gibraltar also will perform land development of certain projects. Roger joined Toll Brothers in 1993, leveraging his background as ... (view full description)

John Burley

Founder & CEO
Burley & Associates, Inc.



John R. Burley, Founder & CEO of Burley & Associates, Inc., a Private Equity Company.  Specializing in Long-Term Cash Flow Transactions, they have completed over 2,000 Property Transactions in 12 States and 2 Foreign Countries.  John is also the Best Selling Author of several books including #1 Money Secrets of the Rich and Wealth Building 101, in which he was the featured author with President Elect Donald J. Trump.

Burley & Associates, Inc. has assisted their Investors meet their needs for Safe and Secure Long-Term Cash Flow.

Mollie Carmichael

Principal, Advisory
Meyers Research

Mollie has been a leading real estate strategist throughout the country for more than 30 years with many of the nation’s most sophisticated home builders, community developers, building product manufacturers, financial institutions, land planners, and architectural firms.  Her experience includes multi-million dollar investment strategies specializing in land acquisition, product development, masterplan and product development, business planning, market expansion plans, and more.  Mollie is most known for her leading national research on community and product strategies with consumer research. Before joining Meyers Research, Mollie’s career includes executive positions with The Irvine ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

Peter Ciganik is a Managing Director of Strategy, Research and Investor Relations at GTIS and leads the Investor Relations and Client Services functions across the Firm’s investment vehicles. In addition, Mr. Ciganik is responsible for the Firm’s macro and investment research, global strategy and new business development. Mr. Ciganik’s experience in the real estate industry began in 2002. Prior to joining GTIS in 2007, Mr. Ciganik worked with Morgan Stanley Real Estate Funds (MSREF) in London, and with Lehman Brothers Real Estate Partners (LBREP) in New York. In his prior engagements, Mr. Ciganik was responsible for the evaluation, financial modeling and due diligence of eq ... (view full description)

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Mr. Cisterna serves as the Co-Founder and Chief Investment Officer of Lafayette Communities, a SFR investment platform focused exclusively on build-to-rent opportunities across the nation. He is also the Founder and Chief Executive Officer of Guardian Residential, which acquires portfolios of model homes in sale-leaseback transactions with national and regional homebuilders. One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that, he was Managing Director of FirstKey Lending, where he was a part of the executive tea ... (view full description)

Tim Craft

Principal
Craft Companies

Tim Craft is a Principal at Craft Companies, LLC - a private equity sponsor structuring and executing complex real estate transactions primarily in Colorado and Texas. Focused on residential development and opportunistic commercial investments, Craft Companies is a value-add team applying unique knowledge to achieve a competitive advantage within the marketplace.  Mr. Craft has over fifteen years of experience building communities, previously with Ryland Homes and Richmond American Homes where he acquired and developed numerous projects.  Prior to founding Craft Companies, he was a junior partner at Concord Partners, acquiring land and planning, entitling and developing master planned commun ... (view full description)

Kevin Dowling

Strategic Account Director
Juniper Square

Kathy Fettke

Co-CEO
Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Christopher Fiegen

Managing Partner
Grass Lake Capital LLC

Michael Fleischer

SVP
Related Real Estate Debt Strategies

Michael Fleischer. Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on origination, structuring, asset management and portfolio finance for Related’s real estate debt strategies fund. Mr. Fleischer’s experience includes more than ten years as a principal investor/lender with Related, Canyon Capital and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School, a JD from Columbia Law School and a BA in economics from Columbia College.  Mr. Fleischer also studied economics at Cambridge Universi ... (view full description)

Steven Friedman

Principal
Friedman Advisors LLC

Rob Fuller

Owner
ROI Property Group, LLC

Rob Fuller’s real estate experience includes deal-sourcing, structuring new transactions, deal flow,  raising equity, financing, due diligence, acquisition,  operations, development, building, disposition, and financial management.

Rob began investing nearly 15 years ago in residential real estate across many national markets. He  formed ROI Property Group in 2015. He has bought and heavily renovated over 400 properties.  He has owned and managed over $100,000,000 in projects with an additional $200,000,000 to be completed within the next 3 years. ROIPG develops and builds subdivisions in Colorado, Northern California, and  the Southeast.

Ben Gerig

CIO
Northlight Real Estate Group, LLC

Ben Gerig is the Chief Investment Officer of Northlight Real Estate Group LLC, a New York-based distressed real estate investment company. In his role as Chief Investment Officer, Mr. Gerig oversees the investment activities on behalf of its investors and manages the operations of Northlight’s captive special servicer. Currently, Northlight manages approximately $600MM of distressed commercial mortgages, land development loans, food franchise loans and REO assets. Prior to merging his company with Northlight, Mr. Gerig spent several years with Black Diamond Capital Management, a Greenwich-based hedge fund, as a business development leader. Prior to joining Black Diamond, Mr. Gerig s ... (view full description)

Richard Gollis

Principal
The Concord Group, LLC

Richard M. Gollis is a co-Founder and Principal of The Concord Group based in the firm’s Newport Beach office. As a national strategy firm, TCG also has offices in San Francisco and New York City. TCG's clients include private equity firms, institutional and entrepreneurial capital, investment and commercial banks, public agencies, and developer/builders. The firm has specific expertise in land, housing (for-sale and for-rent), office/commercial and hospitality sectors and is active with single assets and large portfolio pools. Recent assignments on behalf of private capital/ opportunity funds have included repositioning and recapitalization strategies for acquisitions and “next-cycle” devel ... (view full description)

John Graham

SVP, Acquisition/Entitlements
Arroyo Seco Group

Jeff Handlin

President
Oread Capital & Development

Jeff Handlin is the President of Oread Capital & Development, a Denver-based company that has acquired, developed, and operated some of the largest and most successful master planned residential and mixed-use communities throughout the Denver, CO and Boulder, CO area. Prior to founding Oread Capital & Development, Mr. Handlin served in executive roles at recognized national homebuilding and real estate development companies including: Founding Partner of Starwood Land Ventures; Officer and National Vice President for M.D.C. Holdings, Inc., the parent company of Richmond American Homes; and Vice President with Taylor Woodrow (currently known as Taylor Morrison). At M.D.C. Holdings, Mr ... (view full description)

Joe Hardy

Managing Director, National Homebuilder Group
Flagstar Bank

Joe Hardy has been a banker for over 20 years, focusing primarily on lending to homebuilders and developers across the United States. Based in Houston, Texas Joe currently serves as the Managing Director for the National Homebuilder Group of Flagstar Bank which provides construction and development financing to production homebuilders and developers nationally from regional offices in Denver and Texas.  Prior to joining Flagstar Bank, Joe worked for Texas Capital Bank's Builder Finance Group establishing relationships and production in Texas, Florida, Georgia.and the Carolinas.  Previously, Joe worked for Royal Bank of Canada (RBC) for more than a decade wher ... (view full description)

Jason Hartman

Founder & CEO
JasonHartman.com

We are an Inc. 5000 Fastest Growing Company in America offering “The Complete Solution for Real Estate Investors,” Jason is a successful entrepreneur, investor, lender and developer who’s owned properties in 11 states, has had hundreds of tenants and been involved in several thousand real estate transactions.

Jason is the host of 20 podcast shows with over 3,000 episodes on wide-ranging topics including economics, entrepreneurship, investing, longevity, travel and more.

He has visited 81 countries, enjoys adventure, fitness and lifelong learning. Access his podcast network and resources at www.JasonHartman.com and www.HartmanMedia.com

Aaron Hirschi

VP Land Acquisition
The Olson Company

Tim Hutter

Partner
Allen Matkins

Timothy M. Hutter is a partner in our San Diego office, where he practices in the firm's Litigation and Land Use groups. Tim's practice focuses primarily on business and real estate disputes, including contract, construction, joint venture, entitlement, land use and commercial landlord/tenant litigation. Many of his projects and cases involve residential and mixed-use projects, and several invoke California's density bonus law to incorporate and develop affordable housing. Tim also handles cases on appeal, and has successfully represented clients in the California Court of Appeal and the California Supreme Court.

Jason Keller

Managing Director
Oaktree Capital Management, LP

Jason Keller is a Managing Director and Head of Residential Investments for Oaktree’s Real Estate group. In this role, Mr. Keller oversees homebuilder acquisitions, land development, homebuilding, destination resorts, non-performing residential loans, residential loan servicing, homebuilder lending, land banking and other similar investments. In this capacity, Mr. Keller has overseen the investment of over $4.1 billion of equity across 130+ different residential investments since 2009.  Prior to joining Oaktree in 2007, Mr. Keller held various roles at DLJ Real Estate Capital Partners, Salomon Brothers, CIBC Oppenheimer and D-Street Investments.  He holds a B.A. degree in finance ... (view full description)

Steve Kessler

CEO
Renasci Homes

Steve Kessler is the Founder and Chief Executive Officer of Renasci Development, LLC. a full service homebuilding and land development company based in Agoura Hills, California. Mr. Kessler’s career has been shaped and influenced by his experiences working for the most preeminent public and private home building and development companies located in Southern California. He has been involved in all facets of residential real estate development and during multiple up and down cycles. Mr. Kessler has had a steady progression of responsibilities at each stage of his career. He has been responsible for the acquisition, disposition, entitlement, development, and/or homebuilding of over 10,000 lots, ... (view full description)

Joshua Kirkham

Senior Principal & Co-Head of North American Real Estate
Oz Real Estate

Joshua Kirkham is a Senior Principal and Co-Head of North American Real Estate at Oz Real Estate (OZRE). Mr. Kirkham is also Co-Head of North American Real Estate Credit at OZRE. Throughout his tenure, Mr. Kirkham has completed debt and equity transactions across multiple sectors, including retail, office, multi-family and parking. Mr. Kirkham also led OZRE’s distressed residential strategy following the global financial crisis, investing in partially-completed subdivisions, condominium recapitalizations, single-family rentals and defaulted bonds secured by housing assets. Prior to joining OZRE in 2006, Mr. Kirkham worked in the Urban Investment Group of the Real Estate Principal Inves ... (view full description)

Todd LaRue

Managing Director
RCLCO Real Estate Advisors

Todd joined RCLCO in 2004 and leads our Austin, Texas office. Todd manages and directs engagements for developers, land owners, investors, and public sector entities seeking strategic development, investment, and/or planning advice regarding their real estate. His work has included consulting for numerous types of large-scale master-planned communities, single-family and mid-density rental communities, high-rise mixed-use developments, resorts, and commercial developments throughout Texas and the Greater Southwest, the Southeast, and Mexico. For these engagements, he conducts highest and best use analyses, market opportunity analyses, consumer research, economic development assessments, fina ... (view full description)

Steven LaTerra

CEO
RSI/NP Communities LLC

Steven La Terra joined RSI/NP Communities LLC as CEO shortly after the company’s founding in 2019.  He is responsible for all aspects of the company’s operations and is a member of the Investment Committee.  He focuses his efforts on the evaluation of new opportunities, portfolio management and investor/partner relations.  Prior to joining RSI/NPC, Mr. La Terra was the Managing Director of Meyers Research where he was the lead analyst on horizontal apartments opportunities throughout the US for builders, developers and capital providers.  Mr. La Terra has owned a land investmen ... (view full description)

Ryan Lantz

CEO
Lokal Homes

Ryan Lantz is co-founder of Lokal Homes, Colten Mortgage, and Three Peaks Warranty.  Lokal Homes, a homebuilding and development company, is the largest of the three companies and was founded in 2012 with friend and colleague, Dave Lemnah. Lokal is now one of the markets largest private homebuilder with revenues exceeding $150 million and over 350 closings per year.  The company’s primary focus is centered around building attainable homes along Denver’s Front Range and prides itself on delivering an unrivaled customer experience.             Before launching Lokal Homes, Lantz formed Cypress Partners in 2008.  Cypress, a private equity firm, focused on distressed real estate in specifi ... (view full description)

Matthew Levy

Partner
Cox, Castle & Nicholson

A former in-house counsel at a large land developer, Matthew's experience enables him to understand the economic, legal, and practical challenges facing developers in California.   His practice involves acquisitions, sales, and development for institutional and private clients, including life insurance companies, opportunity funds, homebuilders, developers, major domestic and foreign banks and other financial institutions.   Matthew has substantial experience in structuring, negotiating, and documenting complex real estate joint ventures, land banking transactions and financings having worked on many types of real estate assets, including residential, hotel, office, r ... (view full description)

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

Phil Mader

Managing Director
BlackRock

Philip G. Mader, Managing Director, senior portfolio manager, is a member of the Real Estate team within BlackRocks Portfolio Management Group. BlackRock is a global investment management firm with $4.6 trillion in assets under management. Philip has 24 years of real estate investment and development experience as both an investment manager and operator. Philip heads up Real Estates land and housing sector and is the senior portfolio manager of the Residential Opportunity Fund. Philip focuses on capitalizing on opportunities in the U.S. land, residential real estate, and capital markets and seeks to acquire land, create value through the planning process, land development, and vertical bu ... (view full description)

Rick Mandell

CEO
Aspen Portfolio Strategies Inc.

Rick Mandell provides equity placement consulting services to private equity funds which specialize in real estate. He finds local operating partners for and deals which comport with the specific value creation strategies that his clients have across asset types and geographies.  At this IMN conference Rick represents Grass Lake Capital, www.grasslakecapital.com, a private land bank fund which provides capital to homebuilders to buy land in front of their needs on a 90/10 non recourse basis for a fixed rate payable over (up to) 3 years in most major markets nationwide.   Today the payment rate is 16% which is paid interest only on a current quarterly basis.  There are no other fees or points ... (view full description)

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

Peter L. Martin, CFA is a Managing Director in the equity research department at JMP Securities in San Francisco, California. He covers the Residential Real Estate sector as which includes Homebuilders, Land Developers and several REIT sectors. Prior to joining JMP Securities in January 2009, Mr. Martin was a Portfolio Manager at Matthes Capital Management in San Francisco, California from January 2006 to December 2008. Matthes is a hedge fund managing over $150 million for a diverse group of high net worth individuals. Prior to joining Matthes Capital, Mr. Martin was a portfolio manager at Presidio Management, a $200 million hedge fund focused on small/microcap stocks from June 2003 to D ... (view full description)

Dan McCann

Managing Principal
Arroyo Capital

Mike McGinn

Vice President of Land Acquisition
Trumark Homes

Based in Trumark’s Newport Beach office, Mike McGinn is responsible for all aspects of land acquisition including sourcing, underwriting, negotiation, and closing new deals. Prior to joining Trumark, Mr. McGinn worked at K. Hovnanian Homes where he oversaw Land Acquisition in Southern California and acquired over 1,200 lots. He also helped arrange $200 million in financing via joint ventures, land banks, and construction loans. He brings significant real estate experience from various transactional and financial roles at Pulte Group (Centex, Pulte, and Del Webb), Longview Investment Properties, AIG Global Investment Group, and Pacific Coast Capital Partners. Mr. McGinn has a Bach ... (view full description)

Jeff Meyers

President
Meyers Research LLC

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

David Michelson

Advisor
Three Arch Investors

David Michelson has for more than 30 years been developing,co-building and managing residential housing projects in the Western US.He sponsored more than 50 past partnerships for over $1 Billion and managed to navigate through three severe downturns. Three Arch Investors is active in 2020 in seeking out future for sale housing subdivisions that need entitlement. We focus on the primary  job core markets of the Western US. We provide equity capital to  only experienced developers who have achieved their discretionary entitlement or are under a community plan or specific plan In other words clear path towards approvals.  . Our prefered Equity range is from $ 5 million up to $ 10 million and ... (view full description)

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Rodney has been in the home building field his entire career, first as a builder, then as a developer then as a financier.  Trained as an architect, he has purchased, financed, entitled, developed, built and/or sold over 100 projects totaling approximately 30,000 residential units.  RAM Real Estate Capital (RAM) is a fund manager currently investing out of it’s 3rd Fund, RAM RE Investments III.   RAM is focused on joint venture equity investments in residential projects with homebuilders and land developers in most major US markets.  RAM has made or is seeking investments in homebuilding joint ventures, land development projects, mu ... (view full description)

Andrew Murphy

Chief Investment Officer
Woodbridge Pacific Group

Andrew D. Murphy is the Chief Investment Officer of Woodbridge Pacific Group, responsible for acquisitions, capital arrangement, and investment performance of the company’s $400M Southern California homebuilding portfolio. With $150M in annual sales, the company is one of the nation’s largest privately-held homebuilders. He joined the company in 2014, after leading homebuilding and real estate companies for over 20 years. Prior to joining Woodbridge, Mr. Murphy served for eight years as Executive Vice President for American Property Enterprises, a real estate investor/developer in San Diego. He spearheaded the acquisition of over 1,000 distressed lots in Southern California betwe ... (view full description)

Steven Nakamura

Chief Visionary
The Rachel Matthew Family of Companies

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor him ... (view full description)

Theo Oliphant

Managing Partner
Axis Development Group

Jay Pruitt

Principal
IHP Capital Partners

Jay Pruitt is a Partner of IHP Capital Partners, a private equity firm specializing in residential real estate development. In addition to his longtime origination role for new joint venture investments in California, Jay has recently spearheaded a nonrecourse development loan program on behalf of the company.  He is also a member of IHP's Investment Committee.  Prior to joining IHP in 1994, Jay managed Bank of America's Orange County-based OREO office. He formerly was employed by commercial real estate lending departments of Wells Fargo Bank in Newport Beach, CA and First Republic Bank in Dallas, TX. Jay received a Business Administration degree from Southern Methodist University and a Mast ... (view full description)

Carl Reichardt

Managing Director
BTIG

Matt Rosenberg

Chief Financial Officer
Harmony Homes

Mark Rowson

Principal & CEO
Envisage Companies

After obtaining a Bachelor of Business degree in his home state of Kansas, Mark moved to Connecticut and began his career working as a CPA and CFO for the “Big Six” firm, Touche & Ross Co. While in Connecticut, Mark obtained his Master of Business and Master of Taxation. He then moved his family (wife Michele and daughter Montana) to California in 1987 to start working in the home building industry.  Mark now has over 20 years’ experience in land development, homebuilding, and real estate sales having held key Regional and Divisional President positions with major public and private home real estate development companies including Shea Homes, KB Homes, Richmond American Homes and Warming ... (view full description)

Brian Rupp

EVP, Real Estate
Shopoff Realty Investments L.P.

Brian is the Executive Vice President of Real Estate for Shopoff Realty Investments, and has expertise in real estate investment syndication, acquisitions, land development, distressed debt portfolios, property management, engineering and planning of urban infill and master-planned communities.   Brian has over 15 years of experience in the acquisition, entitlement, asset management, and disposition of real estate investments and land development projects. He has experience with both private real estate syndications and publicly registered REIT’s, and has successfully managed residential, commercial and industrial real estate investment syndications, and development projects in C ... (view full description)

Roy Schneiderman

Principal
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).

Brian Scrone

Founder
Holistic Investments LLC

Brian Scrone is an entrepreneur, long time real estate investor and best selling author of What Matters Most - which hit #1 in the self-help & motivation category on Amazon when released in May 2017.   His passion and expertise lies in wealth creation, living a life focused on priorities, and building healthy relationships.  This has led him to speak on hundreds of stages around the world; to date Brian has executed more than $100 million worth of real estate transactions. His life summit is to surfing warm waves with his great-grandchildren on his 100th birthday.   Brian and his wife, Coco have 2 small b ... (view full description)

Jesse Shemesh

President
Point Acquistions LLC

Mr.  Shemesh is VP of Acquisitions at Point Acquistions LLC where his primary role is deal sourcing and dispositions. He has over ten years of experience in acquisitions, development, sales and distressed debt trades. His professional experience includes tax compliance and consulting services for alternative investment clients at KPMG and BDO USA, LLP. At KPMG, his responsibilities included tax planning, preparation and review of hedge funds, real estate and private equity funds ranging in sizes from $50 million to $5 billion in net assets. During his time at BDO, he was an instructor in Continuing Professional Education programs for investment partnerships and high net worth tax planning.   ... (view full description)

David Slyman

Principal
Placemaker's North America, LLC

David has over 30 years experience in residential, commercial and multi-family real estate. Co-founder of Placemaker's North America, LLC, where his day to day responsibilities include entitlements, strategic planning, business development, governmental affairs, asset management, sales and marketing, product development, design, pricing strategies, urban planning, development mix, construction,leasing, joint ventures, and legal. Most recent development is The Village of Providence in Huntsville, Alabama, a 300+ acre mixed-use development, including a wide variety of residential detached and attached, a thriving and ever growing town center, complete with a 107 key Hilton, 88 key Marriott, ov ... (view full description)

Ed Steffelin

Senior Vice President
George Smith Partners

Mr. Steffelin is the President and Co Founder of STAC Capital, a SVP at George Smith Partners, and Co Founder of Balcara Group.  STAC Capital was formed to finance model home sale lease back transactions, George Smith Partners is a national real estate banking platform, and Balcara Group is a single family rental developer. Prior to , Edward was Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd.   He was responsible for institutional debt and equity capital raising.     For two years before joining Walton, Edward also served as Managing Director at ICP Capital in New York City where he specialized in Real Estate Income Trusts (REITs) ... (view full description)

Andy Stewart

Managing Partner
Argosy Real Estate Partners

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

Mike Surges

National Builder Alliance MGR
loanDepot

Mike Surges has been instrumental in leading imortgage’s transition to the largest private lender to new home buyers in the US, a new powerhouse brand, loanDepot. With over 30 years of financial services industry experience, he brings the stability and unique perspective to customer and client needs. Focusing primarily on builders and their buyers nationally, Mike and his dedicated loanDepot builder team seek ways to drive traffic and sales with their builder partners. Since assuming the role as the National Builder Manager almost 5 years ago, Mike has consistently expanded the business year after year. His experience and deep understanding of the builder sector allows him to anticipate and ... (view full description)

Mario Urzua

Chief Financial Officer
The Olson Company

Mr. Urzua joined The Olson Company in 2004 and oversees the financial management of the company including financial reporting, investor relations and long-range capital planning. He is responsible for managing relationships with the company’s financial partners and raising corporate and project level debt and equity.   Mr. Urzua previously was the Chief Financial Officer for GreenPark Group, a Warburg Pincus venture. He spent three years with Colony Capital, Inc/Colony Advisors, Inc., where he was responsible for the financial reporting for two private equity real estate partnerships with net assets in excess of $1.6 billion. He also worked for Coopers & Lybrand, LLP, ... (view full description)

Todd Usher

President
Addison Homes

Robert Vahradian

Senior Managing Director
GTIS Partners

Robert Vahradian is a Senior Managing Director of GTIS Partners, a global real estate investment management firm headquartered in New York with offices in Los Angeles and So Paulo, Brazil. GTIS has 60 employees and currently manages approximately $2.4 billion of committed equity, comprising residential, retail, industrial, office, hotel and mixed-use properties in the U.S. and Brazil. Mr. Vahradian runs the firms U.S. investment and asset management activities, and is a member of its investment committee. Mr. Vahradian joined GTIS Partners in 2006 and has 26 years of real estate experience. Previously, Mr. Vahradian was President of Allied Partners, a private real estate investme ... (view full description)

David Valiaveedan

Managing Partner
Domain Real Estate Partners

David G. Valiaveedan is Managing Partner of Domain Real Estate Partners a national investment firm targeting residential investment. Domain provides flexible capital solutions to homebuilders, land developers, and owners of land entitled for residential development.   Investment structures include land banking, joint venture equity and mezzanine debt / preferred equity for both land development and homebuilding. Domain seeks to invest alongside proven management teams with demonstrated experience in their local market.   Domain is capitalized by DW Partners, LP (“DW”) a global multi-strategy credit firm managing over $4 billion in assets.  The partners at DW, all of whom worked togethe ... (view full description)

Fernando Villa

Partner
Allen Matkins

Fernando Villa is a partner in the Los Angeles office of Allen Matkins.  His practice focuses on land use, environmental law, local government matters, and real estate dispute resolution. He represents clients in land use entitlement, California Environmental Quality Act, and local government law matters involving a broad scope of entitlements for a variety of development projects, including mixed-use, industrial, residential, retail, master-planned, and commercial developments. Fernando also represents clients in federal and state environmental cost recovery actions such as those under CERCLA, RCRA, and the California Hazardous Substance Account Act, and toxic tort litigation in ... (view full description)

Gabe Weinert

SVP, Capital Markets
Walker & Dunlop

Gabe Weinert, senior vice president, joined Walker & Dunlop in 2014 through the Johnson Capital acquisition where Mr. Weinert lead the Opportunistic Finance Group, the division of the company which focused on providing structured investment banking services to real estate operators and development projects by raising institutional joint venture equity, structured debt, and co-investment GP equity. Mr. Weinert brings over 15 years' experience to the capital markets team. Throughout his career, Mr. Weinert was responsible for the asset management and origination of over $2B in structured real estate finance transactions. Prior to joining Johnson Capital, Mr. Weinert man ... (view full description)

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 18 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Ali Wolf

Director, Economic Research
Meyers Research LLC

Ali Wolf is the Director of Economic Research for Meyers Research LLC. As head of the Economics Department, Ali manages and analyzes the content for Zonda, provides data analytics, runs special research projects, and does presentations across the country on topics spanning both the housing market and the wider economy. Ali’s specialty is understanding Millennials. Prior to joining the Meyers team, Ali headed macro, regional, and metro-level monthly economic reports at John Burns Real Estate Consulting. Ali was also a researcher for both the Canadian and UK Parliaments. Ali holds a Bachelor’s Degree from The Ohio State University in Economics and a Master’s Degree from ... (view full description)

Mark Wolf

Founder & CEO
AHV

Mr. Wolf is responsible for executive oversight of AHV Communities. He also manages new acquisitions, strategic partnerships, investor relations and operations.  Prior to forming AHV Communities, Mr. Wolf was a Founding Partner of the multifamily platform at GreenlawPartners in Newport Beach where he was responsible for the oversight of multifamily investments. In addition, he was the Founder and Managing Principal at SicuroRealty Partners, a multifaceted advisor/ capital provider for the multifamily sector.  Over the course of his 20+ year career, Mr. Wolf has been directly involved in the acquisition, development, construction financing and lease up of over 12,000 m ... (view full description)

Gregg Ziegler

SVP & Treasurer
Toll Brothers, Inc.

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange (NYSE) in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 20 states across the U.S. and in the District of Columbia. Gregg joined Toll Brothers in 2002 within the Finance Department.  The Finance team serves as the firm’s in-house investment bank, Gregg and the team are responsible for Toll’s capital markets activities as well as its partnering relationships with ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for The 5th Annual Real Estate Private Equity Forum on Land & Homebuilding (West)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    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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