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Tony Avila

Managing Principal and CEO
Encore Funds and Builder Advisor Group

Tony Avila is the founder and Chief Executive Officer of Builder Advisor Group, a boutique investment banking firm that focuses on advising homebuilders and developers. Tony has advised on over 75 mergers and acquisitions and over 50 debt and equity capital transactions raising in excess of $10 billion. Tony is also a co-founder and Managing Principal of Encore Housing Opportunity Funds, a family of $1.2 billion residential real estate private equity funds. Encore’s primary focus is developing master planned communities, condominiums, rental apartments and mixed use properties in California, Texas, Arizona, Florida and the Pacific Northwest. Encore is delivering  lots to builders in Ca ... (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)

Dave Betcher

VP of Consulting Services
Lasso Data Systems

Dave Betcher has been in the homebuilding industry for 13 years and has been an executive with Lasso Data Systems since its inception.  He has presented the benefits and best practices of technology in marketing, sales and customer service to builders and developers around the globe including the US, Canada, Mexico, Europe.  Dave has trained over 1,000 builder representatives, both onsite and online, about the power of CRM; including Lead Management, Sales Process, and Email Marketing that works. His deep understanding of the residential housing industry provides a unique value perspective for both sales professionals and management.

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)

Kris Bonocore

VP of Sales
LendingOne

As VP of Sales for LendingOne, Kris is currently responsible for overseeing the inside sales team as well as LendingOne's team of Business Development Managers for both the company’s retail and wholesale channels. Prior to taking the role with LendingOne, Kris worked in a variety of roles in the Wealth Management space. Most recently, he Kris held an executive level Training and Development role with Financial Engines (formerly The Mutual Fund Store), a publicly traded company specializing in financial planning for people and businesses of all kinds across the country. Kris began with The Mutual Fund Store, when the organization was in its infancy, as a Financial Advisor. While there ... (view full description)

Jonathan Boriack

Associate Principal
KTGY Architecture & Planning

As associate principal for KTGY's Oakland office, Mr. Boriack is focused on design and construction of new for-rent and for-sale multifamily communities at urban infill sites throughout the San Francisco Bay Area. He is a talented team leader, drawing on his comprehensive experience and strong technical knowledge to manage a skilled professional staff undertaking complex design and construction projects. Mr. Boriack joined KTGY in 2012, having previously completed a wide range of single-family and multifamily residential, urban mixed-use, commercial, industrial and retail projects throughout California. Mr. Boriack is highly adept at managing multiple design and development projects an ... (view full description)

Erica Bose

Partner
Cox, Castle & Nicholson LLP

Erica is highly regarded by her clients for both her legal acumen and her ability to give practical as well as sound legal advice. She has built a reputation in California for representing developers of all sizes, as well as various equity providers, in connection with their acquisition, disposition, and development of real estate assets. Advising Residential Developers And Others Erica advises master developers, merchant builders, and developers of unentitled land in various aspects of their acquisitions, development, and dispositions, both in the market rate and below market rate arenas, including one of the largest private homebuilders in the country. Smaller entrepreneurial d ... (view full description)

Andrew Brausa

SVP
Brookfield Capital Partners

Andrew Brausa is a Senior Vice President in Brookfield’s Private Equity Group and is primarily responsible for sourcing and underwriting financing opportunities in the residential for-sale real estate market.
 
Mr. Brausa joined Brookfield in 2017. Prior to joining Brookfield Mr. Brausa held a number of senior roles in the hedge fund industry investing in both public and private markets with a focus on the residential real estate sector. In 2015 he co-founded Domain Real Estate Partners, which focused on private investments in the residential real estate markets.
 
Mr. Brausa holds a Bachelor’s degree from Bucknell University.
 

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 $1.5 billion in builder and developer loan ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

David is Managing Partner of Argosy Real Estate Partners, a real estate fund management firm.   Mr. Butler, based in San Francisco, 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.. Argosy specializes in opportunistic, value-add and core-plus real estate investments. Through joint venture structures, Argosy partners with operating partners possessing significant local market knowledge and a demonstrated track record of success. Argosy Real Estate Partners currently has over $1 billion of gross real ... (view full description)

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)

Dennis Cisterna

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)

Jeff Cline

Executive Director
SVN | SFRhub Advisors

As the Executive Director & Principal, Jeff Cline leads SVN | SFRhub Advisors, the only dedicated national SFR portfolio platform that is also introducing a first-to-market fully-transactional, digital CRE transaction website, SFRhub.com, changing the way the CRE industry markets, researches, analyzes and acquires SFR (single-family residential) and BFR (Build-for-Rent) portfolio investments. Cline's 40+ years in commercial real estate has added significant experience to the team of SFR portfolio industry experts to nationally transact commercial investment portfolios comprised of five or more homes.  Cline has been involved as a principal in $2+ billion of commercial real es ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll Brothers, Inc.   Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, 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 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 22 states across the U.S. and in Washington, D.C. In 2019, Fortune magazine name ... (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)

Susan Daly

Partner
Procopio Cory Hargreaves & Savitch LLP

Susan L. Daly counsels clients involved in developing residential and commercial real estate. Susan’s practice focuses on varied types of subdivided land projects in California, Hawaii, Arizona and Oregon including condominiums, planned developments, standard subdivisions, mixed-use projects, mixed-use high-rise projects and commercial condominiums. She has extensive experience in residential master-planned communities, resort master-planned communities, golf course communities and custom home developments, obtaining public reports from the California Bureau of Real Estate and approvals from local city and county planning departments.
 

Megan Eltringham

VP, Marketing
The New Home Company

Megan serves as Vice President of Marketing for The New Home Company. She is responsible for integrated marketing campaigns and brand management standards across all divisions in Southern California, Northern California and Arizona. Her role includes multi-medium communication programs across social media platforms, interactive outlets, traditional advertising and editorial relations, as well as budget management and daily interaction with all design and marketing consultancies. Megan has more than 10 years of experience in the real estate and homebuilding industry. She began her career in 2003 as a Personal Assistant to Peter Ueberroth at the Contrarian Group, a venture capital firm with re ... (view full description)

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)

Peter Gilfillan

Conference Producer
IMN

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)

Rex Gordon

Vice President- Corporate Land
The Drees Company

  Rex Gordon is Vice President of Corporate Land for The Drees Company. He oversees the departments of Corporate Land and Architecture. He is responsible for the strategic direction of both corporate land acquisition and planning as well as architecture.   In 1996, after 11 years in the industry with a major national home builder, Rex began at Drees as division president. In 2007, Rex assumed his current corporate executive position.   Rex is a graduate of Texas A& M University, Mays Business School. He is a board member of the National Association of Home Builders and the Homebuilders Association of Greater Cincinnati. Rex is also past president of the Home ... (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)

Theodore Karatz

Senior Director
GTIS Partners

Teddy Karatz is a Senior Director at GTIS Partners LP and is responsible for sourcing and analyzing investment opportunities across the west coast.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Munich, Paris and São Paulo.  The firm has 88 employees and manages approximately $5.0 billion of committed capital.  Since September 2009, GTIS has committed approximately $1.5 billion of equity to the U.S. residential sector having invested in 81 projects representing $7.2 billion in total project costs.  These investment strategies include land development and homebuilding, where the firm has acquired more than ... (view full description)

Michael LaPat

CFO & Managing Director
Gibraltar Real Estate Capital

Michael co-founded Gibraltar in 2010, using his finance and transactional background to help build a successful real estate investment platform, focused on providing flexible acquisition and development financing to builders and developers. Michael’s responsibilities include co-management of investment origination and underwriting, oversight of finance, budgeting and reporting functions, and serving as a liaison for Gibraltar’s joint venture partners. Michael joined Toll Brothers in 1999, and served as its Vice President – Finance prior to Gibraltar’s formation. In that capacity, Michael was responsible for valuation, due diligence, structuring and execution of various strategic ... (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)

Steve LaTerra

Managing Director
Meyers Research LLC

Steven La Terra serves as Managing Director of Meyers Research, a subsidiary of Kennedy Wilson Company (NYSE: KW). Mr. La Terra runs the Capital Markets Group at Meyers where he works closely with institutional capital providers, lenders and real estate operators. Prior to Meyers, Mr. La Terra owned a land investment/lot banking company and served in Principal and Senior Executive positions with Land Advisors Capital, APEXCapital and Acacia Capital Corporation   Mr. La Terra has served as the Chair of the Arizona District Council of the Urban Land Institute and as the National Chair of the Residential Neighborhood Development Council at ULI.  He is an active memb ... (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)

Andy Lawhorn

VP, Finance
Toll Brothers, Inc.

Andy joined the Toll Brothers Corporate Finance Department in 2007.  He has raised debt and equity at the project level in support of home building, master-planned community, multifamily rental, and condominium developments.  Additionally, Andy is responsible for underwriting and due diligence in home builder M&A transactions. 

Andy graduated from The College of William and Mary with a dual Finance / English degree.  He is a CFA Charterholder.  
 

Branden Lombardi

Head of Investments
BB Living Residential

Branden Lombardi–Branden is the Head of Investments for BB Living Residential, a pioneering real estate company focusing on the development of single-family “Build to Rent” communities. BB Living Residential has more than 1,000 homes leased, under construction or in the immediate pipeline for development in Metropolitan Phoenix alone and is beginning to expand its footprint to new markets throughout the Sunbelt states.   Branden began his career in the real estate industry working for Land Advisors Organization, focusing on master planned communities and large-scale development opportunities across the US. Prior to BB Living, Branden was a principal with Aspire R ... (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)

Daniel Martin

Sr. Partner
PSM Communication Arts

Daniel has spent nearly two decades developing integrated brand campaigns for a wide spectrum of clients within the place-making industry.   From some of nation’s most prominent homebuilders including The New Home Company and Lennar to master developers such as Wilson Meany and the west coast’s largest mixed-use development Metropolis in DTLA, Daniel’s role at the Agency puts him at the forefront of strategizing high-impact marketing solutions across all paid and earned mediums. In addition to his work with private builders and developers, Daniel has been intimately engaged in resort, travel and destination marketing campaigns for the Mexican Tourism Board and Terranea Resort as well as a wi ... (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)

Tom Martin

SVP Community Development
Newport Pacific Land

Tom Martin is responsible for community planning, programming, product design and marketing for the firm's communities.  Before joining NPLC,  Mr. Martin worked at Lennar Corporation for over 25 years, the last seven years as Vice President of Planning and Product Development for FivePoint Communities. During that time at Lennar, Mr. Martin carved out a reputation in the building industry as an expert placemaker, having been involved in an array of high-profile communities including the Great Park Neighborhoods and Coto de Caza in Orange County, as well as The Bridges at Rancho Santa Fe in San Diego County. Prior to Lennar, Mr. Martin was the Vice President of Marketing for Coto ... (view full description)

Matt Matteson

Sr. Vice President
RAM Real Estate Capital

Matt is a real estate professional with fifteen years experience in the homebuilding and investment businesses.  Prior to joining RAM, Matt spent 5 years at Toll Brothers’ Connecticut Division serving in roles of increasing responsibility, most recently as Division Assistant Vice President.  During his tenure at Toll, Matt oversaw the sales and construction of 300+ homes, representing revenue of over $130 million.  Prior to Toll Brothers, Matt was Assistant Vice President and Asset Manager at Liberty Street Real Estate Group, the Atlanta based asset management affiliate of Lehman Brothers Estate Partners.  There, he managed a portfolio of private equity investments in residential ... (view full description)

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)

Wade McGuinn

CEO
McGuinn Hybrid Homes

Wade McGuinn, owner / CEO of McGuinn Hybrid Homes has served the Midland and Capitol of South Carolina for 32 years. During that time we have built over 4,000 homes and 27 communities. We have built more homes on Lake Murry than any other company in the Midlands and have built more Multi-Million dollar homes than any singe builder. Production building for ourselves and investors remain the core of our operations.   Wade is one of a few certified master builders in South Carolina, and is past president of the HBA Central South Carolina, author of Building Your Dream Home, and CEO of one of the most awarded Homes Building Companies in the Metro Columbia area McGuinn Hybrid Homes. W ... (view full description)

Charles McKeag

President
MLC Holdings

Charles McKeag is the President of MLC Holdings, Inc., a wholly-owned subsidiary of Meritage Homes Corporation (NYSE: MTH).  Charles and his team at MLC are responsible for acquiring land and securing entitlements for infill residential communities serving Meritage operations throughout Northern California, Southern California, and Colorado.   For nearly 20 years, Charles has been involved in the acquisition and entitlement of complex real estate transactions ranging from mixed-use redevelopment projects to traditional single-family subdivisions.  During his career, he has been directly involved in the development of over 10,000 homes in dozens of communities throughout the West. ... (view full description)

Paul Megler

VP, Real Estate & Business Dev
KB Home

Paul Megler is Vice President, Real Estate and Business Development for KB Home based out of the corporate office in Los Angeles.  Prior to joining KB Home in 2018, Mr. Megler served as a Managing Director at JMP Securities LLC, in the Real Estate Investment Banking Group.  While at JMP Securities, Mr. Megler focused on capital raising and mergers and acquisitions for homebuilders, land developers, single family rental and multifamily clients.  Prior to joining JMP in 2006, Mr. Megler worked for PricewaterhouseCoopers LLP in the Systems and Process Assurance Group.   Paul received an M.B.A. from the UCLA Anderson School of Management. Additionally, Paul received a B.S. in account ... (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)

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Rodney Montag has 28 years of hands-on experience in real estate investing, development, home building, finance, design, construction and planning. He has purchased, financed, obtained approvals, developed, built and/or sold over 50 projects totaling approximately 10,000 residential units. RAM Real Estate Capital (“RAM”) provides capital to homebuilders and residential land developers seeking to grow their business. With years of experience, deep relationships and an investment from institutional investors, RAM has the capital, expertise and the flexibility to structure the right deal for our partners. RAM was established to take advantage of the slow but steady recovery in the U.S. housing ... (view full description)

Joakim Mortensen

Chief Client Officer
CoreVest

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $4 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (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)

Carl Nelson

Partner
Oread Capital & Development

Carl Nelson is partner at Oread Capital and Development, a Colorado based company. Oread Capital & Development acquires, develops, and operates best-in-class residential and mixed-use communities, primarily in Colorado and specifically the Denver and Boulder market areas. Carl has worked previously at Century Communities and led their strategy on both Land and architecture in their Colorado market while assisting on land strategies in other markets. Prior to this Carl worked at Pulte Group where he was responsible for all facets of land in the Colorado market. Carl began his career as an engineer managing projects in the land development and land entitlements. During Carl’s career he has ... (view full description)

Cortney Newmans

Director-Business Development
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 ... (view full description)

Matt Rodak

Founder & CEO
Fund That Flip, Inc.

Matt Rodak - Matt is the Founder and CEO of Fund That Flip, a venture backed real estate investment marketplace specializing in short-term loans for residential real estate investors. As an active real estate investor, Matt became frustrated with the inefficiencies and lack of transparency offered by traditional lenders.   Fund That Flip’s technology provides ease-of-use, speed and transparency to professional real estate investors. For accredited and institutional investors, the platform automates sourcing, underwriting and loan origination providing unprecedented access to this desirable asset class.   Prior to founding Fund That Flip, Matt led sales and marketing f ... (view full description)

Brian Rupp

EVP, Development
Shopoff Realty Investments L.P.

Brian is the Executive Vice President of Development 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)

Ed Steffelin

CIO
Balcara Group

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)

Timothy Sullivan

Senior Managing Principal
Meyers Research LLC

Tim Sullivan is a major influencer in the field of market research and community development.  He has formulated creative supply and demand methodologies, driven new product designs for conventional and active adult living spaces and helped re-define community development programs all over the country.  He began his career with industry pioneer Sanford R. Goodkin in the early 1980s with a focus on creating New Towns (the precursor to Master Planned Communities).  From there he spent nearly a decade with the National Real Estate Consulting Group at KPMG where he established and expanded their Residential and Commercial Services.  From KPMG, Tim joined Jeff Meyers and helped transform the nasc ... (view full description)

Jan Svec

Senior Vice President - Corporate Finance & Capital Markets
Shopoff Realty Investments L.P.

Bob Swainhart

Director of Professional Services
Constellation HomeBuilder Systems

I fancy myself a strategic partner to the homebuilding industry with a focus on delivering world-class technology solutions. Additionally, I am passionate about driving effective end-user adoption within Constellation's client base to ensure that our customer's are realizing the benefits that our software applications can provide.

Innovative software solutions from Constellation HomeBuilder Systems empower homebuilders with information to effectively manage and grow their business. Our software helps our builders position themselves for growth, financing, acquisition, or IPO. Our customers are climbing the BUILDER 100 with Constellation as their trusted technology partner.

Matthew Thorne

VP of Land Acquisition
California West Communities

Matthew Thorne Vice President of Land Acquisition Matt Thorne joined California West in 2006 as Director of Land Acquisition. Prior to joining the company, Matt spent four years at Weyerhaeuser Realty Investors, one of the largest residential equity lenders for land development and home building companies. Matt was Senior Project Analyst for the Orange County division and was directly involved in over 70 transactions with equity placement of over $450 million. Matt had the unique opportunity of working with numerous home builder clients and gained an excellent understanding of different company structures and operations. Matt’s current responsibilities at California West include pro ... (view full description)

Scott Thorson

Chief Operating Officer
Oakwood Homes

Scott Thorson has held a variety of jobs in the home building industry: president, founder, vice president, and project manager. Now, he has been named chief operating officer for Denver-based Oakwood Homes. The company, which builds in Colorado and Utah, made the announcement last week and said Thorson will be responsible for all of the company’s operational units. Founded in 1991, Oakwood Homes is Colorado’s largest privately held hometown builder and is also a master-planned community developer. The company has delivered more than 10,000 homes to date. “Scott’s vast experience in the home building industry will benefit bothOakwood Homes and its home buyers,” said Pat Hamill, t ... (view full description)

Glen A. Tulk

Vice President – National Land Development
Meritage Homes

Glen Tulk is the National Vice President of Land Development at Meritage Homes, providing executive leadership and support to the land acquisition and development teams in Meritage's seventeen homebuilding divisions.  He is also a member of Meritage's Land Committee. Glen has over 30 years of experience in the real estate industry, including 25 years in land acquisition, community planning, and development with public and private homebuilders.  He is an active member of the Urban Land Institute and ULI’s Community Development Product Council (Silver Flight). 

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)

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)

Margaret Whelan

Founder & CEO
Whelan Advisory, LLC

Margaret Whelan has worked on Wall Street serving the real estate industry for over 20 years. In this role she provides strategic and financial counsel to leaders of both public and private companies in the U.S. and globally. Having participated in raising $20+ billion in capital for housing and construction companies, she is widely recognized as an expert with deep knowledge of growth drivers, players, valuation and financing alternatives. Margaret is passionate about the opportunities for innovation across the U.S. construction industry, and she believes 2018 was the inflection point for this much needed change. Recently her firm has advised several of the more innovative compa ... (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)

Cyrus Zadeh

Principal
Camden Homes

Cyrus Zadeh is a real estate developer and partner in Camden Homes. Camden Homes is a single family production buiilder that focuses on workforce housing.    Camden offers unique move opportunites for consumers including rental and in house financing in conjunction with traditional 3rd party mortgage financing. 

Dominic Zamora

Principal
CliftonLarsonAllen LLP

Profile Risk management (rather than return management) is the overarching principle governing Dominic’s handling of his high net worth clients’ investment portfolios. His asset allocation strategy relies on four financial disciplines: an evaluation of macro-economic risks, an assessment of the market’s technical structure, a valuation of assets that are reasonably priced within historical context, and an understanding of sound opinions contrary to majority sentiment on particular investments. Education and professional involvement Juris Doctor at Gonzaga School of Law Bachelor’s of business administration degree from Boise State University, Boise, Idaho ... (view full description)
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Event Contacts for 6th 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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