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Nick Arenson

Vice President, Northern California
Century Communities

Nick Arenson is responsible for overseeing all of Meritage Homes’ land acquisition activities in Northern California. With over 20 years of experience as a homebuilder, land developer, asset manager and construction manager, Nick has been directly involved in all aspects of real estate development including land acquisition, entitlement processing, site development, product development, purchasing, construction, sales and marketing, and risk management. He has served at the executive level for a number of highly regarded privately and publicly held residential real estate developers including Mandalay Bay Partners, Integral Communities and D.R. Horton. During his care ... (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)

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)

Kevin Conlon

Principal
Meridian Pacific Properties

Kevin Conlon is Principal & Co-Founder of Meridian Pacific Capital, LLC, a full service real estate company specializing in high-yield residential investments in the Memphis, Tennessee metro area. Meridian provides stabilized, high cash flow properties and portfolios of single and multi-family real estate to private investors, family offices, investment funds, REITs, and asset managers.  As a turnkey operator, the Company property manages over 700 units and has been a builder of single family homes and apartments since 2013. Meridian maintains its sales office near San Diego, California with its major operations center in Memphis.  Meridian ranked on Inc. Magazine’s Inc. 5000 list of the ... (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)

Josh Craig

VP, Sales & Strategy
Finance of America Commercial

Josh Craig is Vice President of Sales and Strategy at Finance of America Commercial. The scope of his current role encompasses Sales and Business Development leadership, Corporate Strategy, Product Development, and managing strategic partner relationships. Craig earned his MBA from Wake Forest University, and his B.S. in Business with a Minor in Economics from Kentucky Wesleyan College. Craig’s expertise and experience in the industry comes from years of working with Wells Fargo in Consumer Lending, Underwriting, Project Management, and Strategy Consulting, as well as being a licensed Real Estate Broker and an active investor.
 

John Curry

COO
Spire Residential

John Curry has over 15 years of experience in the real estate space, financing more than $3bn of acquisitions and developments. Aisling Real Estate Services is the product of John’s experience and connections during that time, a company focused on delivering equity and debt options for residential development and build to rent. With that in mind, John partnered with some like minded souls to form Spire Residential - which aims to be a leader in the build for rent space.  Prior to forming Aisling and Spire, John spent four years as director and general counsel with Mountain Real Estate Capital, handling all legal matters for the company. In addition to legal commitments, John also ... (view full description)

Tomas Fach

VP- Homebuilder Finance Group
Flagstar Bank

Mr. Fach has over 17 years of experience in various aspects of real estate including Homebuilder Finance, Commercial Lending, Acquisitions and Development and Brokerage. Currently he is responsible for Loan Production in the Western U.S. for Flagstar Bank's Homebuilder Finance Group. He is actively seeking new clients who can benefit from the experience of the HBF team and many construction lending platforms that Flagstar provides to homebuilders, land developers, single-family for-rent operators, lot bankers and residential private equity funds.  His direct experience on the principal side of the real estate business enables him to craft mutually beneficial deal structures for clients in or ... (view full description)

Steven Friedman

Director
CohnReznick

Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience. Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of lega ... (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-cyc ... (view full description)

Mitchell Gordon

CFO
Caruso Homes

Mitch is a seasoned finance and accounting professional with over 20 years of real estate industry experience, with 10+ years specifically focused on production homebuilding.  However, Mitch also has an extensive history of working with institutional private equity capital partners within various fund structures, and within other asset classes.  Mitch is currently working as the CFO for Caruso Homes and is responsible for the Company’s accounting, finance and investor relations activities.  He was previously the President of Aeroterm, a subsidiary of Realterm Global,  where he had complete financial and operational oversight associated with a $1.5B+ AUM, 12M+ sq. ft., 400+ tenants, industria ... (view full description)

Tom Hallock

Chief Lending Officer
Genesis Capital

Tom is currently the Chief Lending Officer at Genesis Capital, where he oversees loan, borrower, and portfolio approval process.     Tom holds a Bachelor of Business Administration in real estate finance and marketing from the University of Southern California and a Master of Business Administration in finance and management from California Lutheran University.    He has worked in commercial lending for over 30 years and has been involved in construction lending for more than 25 years. Tom has been an executive or officer at various lenders, including Montecito Bank and Trust; Countrywide Credit Corporation; Indy Mac Bank, Construction Lending Corporation of America; ... (view full description)

Erik Heuser

EVP, Chief Strategy Officer
Taylor Morrison

Mr. Heuser has been with the Taylor Morrison since 2004.  His responsibilities include establishing strategic direction, business development and strategic initiatives; as well as portfolio management and  evaluation of all contemplated investments and divestitures by way of chairing Taylor Morrison’s (NYSE:  TMHC) Investment Committee. Heuser also serves as Area President to the Mid-Atlantic.  Prior to joining Taylor Morrison, he held the roles including:  Regional Director for Hanley Wood Market Intelligence, Vice President of Acquisitions for PNC Financial Services Group, and other senior acquisition and portfolio management roles with Metropolitan Life Institution Finance, and A.G. Edwar ... (view full description)

Janelle Iturbe

VP & General Counsel
Gibraltar Real Estate Capital

Janelle serves as Counsel for Gibraltar overseeing all legal matters arising from the acquisition or financing of new residential land investment opportunities including land banking, loan, and joint venture structures. She provides legal guidance and direct assistance to the Gibraltar team with respect to all investment transactions and asset management. Janelle also coordinates with and manages local counsel in the performance of due diligence reviews, asset acquisitions, litigation matters, and general disposition strategies. Prior to joining Gibraltar, Janelle practiced law in the Northern Virginia / DC area, where she represented lenders and business entities in ... (view full description)

Robert Jayne

Executive VP Construction
Genesis Capital

Robert is the Executive Vice President of Construction and Development for Genesis Capital, a national finance provider to leading real estate developers. He provides company leadership for Construction underwriting, Fund control, and operational infrastructure growth to scale. His teams are Industry leaders in construction and development performance.   

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)

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)

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.  
 

Steven Lear

Partner
Holland & Knight

Steven Lear is a Miami-based attorney and leader of Holland & Knight’s National Joint Venture Team.  Mr. Lear has more than 30 years of legal, tax and business experience representing top companies, including major homebuilders, in numerous joint ventures, mergers, acquisitions and dispositions (M&A) and other transactions. His clients include national homebuilders Lennar and Toll Bros., as well as funds, private equity and other real estate investors.   Mr. Lear assists clients in successfully navigating through some of the most complex legal, tax and business matters. As a licensed CPA with a master's degree in taxation, Mr. Lear is highly knowledgeable in the areas of accounting a ... (view full description)

Ethan Leibowitz

Managing Director
JEN Partners

Ethan Leibowitz is a Managing Director at JEN Partners LLC. He joined JEN in 2007, and oversees the firm’s investment portfolio, is responsible for the firm’s long term strategy and evaluates and executes investment opportunities.  He also likes to take long walks on the beach.
 

Douglas Little

Chief Financial Officer
View Homes

Douglas Little joined View Homes as Chief Financial Officer in May 2014. In this position, he is responsible for the overall financial strategy and direction at View Homes. He guides the, treasury, credit resource, risk management, human relations, accounting, tax, and audit functions to pursue the company’s growth strategy and meet its shareholder expectations. Prior to joining View Homes, Doug was founder and managing partner of Little, Roberts & Co, PC, a multi-specialty public accounting firm. Throughout his nearly 35-year in public accounting he established a reputation for helping businesses align financial and business metrics to support their individual business goals and p ... (view full description)

Aimee Martin

Principal
ASM Real Estate Advisors

Aimee Martin has over 25 years of diversified real estate experience in equity/debt originations, finance, asset management, development, planning and operations.  She is a skilled strategist and problem solver with a track record of value creation in residential projects across the country.   Previously, Aimee was a Managing Director at Isles Ranch Partners, where she lead the origination of new investment opportunities in multiple markets throughout the U.S.  Prior to Isles Ranch, Aimee was a Vice President at Rockpoint Group, where she was responsible for originations and asset management across a variety of Rockpoint's residential land investments, including Rockpoint Finance Fund. Aime ... (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)

Jay Mason

VP, Market Intelligence
PulteGroup, Inc.

Jay Mason is a Senior Real Estate Executive with 14 years of experience at PulteGroup in Corporate Strategy, Due Diligence, Marketing, Market Intelligence, and Sales.  He consistently applies best practices and process discipline in a corporate setting and has a track record of recruiting, managing, and leading talented and diverse business leaders. Key areas of expertise include driving data and analytics to actionable strategic business decisions.  Prior to his career in business and real estate, Jay spent 10 years in various academic settings as a researcher, speaker, and teacher.

Michael Maxwell

Chief Operating Officer
Builder Finance Inc.

Michael Maxwell is Chief Operating Officer at Builder Finance Inc., a wholly owned subsidiary of 1st Financial Bank USA. Mr. Maxwell joined 1st Financial Bank in 2003, and is responsible for leading the marketing and origination efforts for residential construction loans to home builders. Prior to joining 1st Financial Bank USA, he was a Director in the Structured Finance Department of Standard & Poor's Ratings Services. For over six years he was responsible for the analysis of asset-backed securities, specializing in consumer assets. Prior to Standard & Poor's, he spent over six years as an Assistant District Attorney with the New York County District Attorney's Office. Mr. Maxwell ... (view full description)

Dan McCann

Managing Principal
Arroyo Capital

Renee McDonnell

Senior Vice President
IHP Capital Partners

Reneé McDonnell is a Senior Vice President of IHP Capital Partners and is responsible for its Northern California investment portfolio including Oregon, Washington, Nevada, Utah and Hawaii.  IHP is one of the nation’s largest investment firms providing equity financing for residential development.  The firm invests institutional capital in for-sale residential real estate projects throughout the United Sates.  Ms. McDonnell has been with IHP since its inception in 1992, and her responsibilities include the origination of new investments and the management of existing assets.  Ms. McDonnell serves on the board of directors of MidPen Housing, a Bay Area affordable homebuilder, and is a member ... (view full description)

Ed McDowell

Managing Director
GTIS Partners

Ed McDowell is a Managing Director at GTIS. Prior to joining GTIS, Mr. McDowell was most recently a Land Acquisition Manager for Hovnanian Enterprises, where he sourced and negotiated the purchase of residential land, analyzed investment opportunities and led due diligence teams. Mr. McDowell also served as Assistant Director of Finance at Hovnanian, where he evaluated, structured and sourced corporate acquisitions and helped arrange equity capital for joint ventures with private equity firms. Prior to Hovnanian, Mr. McDowell was an analyst in Morgan Stanley’s Investment Banking Division in both the Mergers and Acquisitions and Equity Capital Markets departments. Mr. McDowell received ... (view full description)

Mike McMillen

Vice President
TRI Pointe Group

Mike McMillen is a Vice President for TRI Pointe Group where he is responsible for overseeing the company’s longer term land assets located throughout the State of California. This includes strategic land planning, developing product segmentation and creating amenities to optimize the value and monetize the land assets. From 2011 to 2015, Mike was a Vice President, Project Manager for TRI Pointe Homes (a subsidiary of TRI Pointe Group). responsible for overseeing all aspects of Project Management on many of the company’s projects throughout the Southern California area.  These responsibilities include pre-development activities such as acquisition, entitlements, site planning and produ ... (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)

Michael Miller

Chief Marketing and Production Officer
5 Arch

Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lennar, and Tishman Speyer.  

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

CCO
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)

Jay Moss

Chief Marketing Officer
Woodside Homes

Jay Moss is a thirty-five year veteran of the homebuilding industry and is considered one of its most influential leaders. Prior to becoming the CEO of Real Estate Dimensions Inc, Jay Moss assumed multiple leadership roles at KB Home, one of the largest homebuilders in the U.S. and a Fortune 500 company. Jay was instrumental in building strong teams and driving profitable operations during both high growth periods and in declining markets over a 25 year span with KB Home. During this time period, Jay was responsible for the start up the Las Vegas market and restructure of the Northern and Southern California markets, driving results in three of the firm’s largest and most dynamic divisions. ... (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)

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)

Adam Peterson

Director
JEN Partners LLC

Mr. Peterson joined JEN Partners in 2011, and is responsible for overall business development for the firm including investments, regional partnerships and fundraising.  His responsibilities include sourcing, underwriting and executing investment opportunities as well as sourcing new regional partners to join the JEN team.  Before joining JEN, Mr. Peterson was a Senior Project Manager with Matthews Southwest, a Texas-based real estate developer where he managed a 1,500-acre master planned community in North Dallas.  He previously worked as a management consultant at Oliver Wyman in New York City where his responsibilities included consulting for US GSE lenders and other financial institution ... (view full description)

Mark Peterson

Director, Build for Rent
SVN | SFRhub Advisors

Mark Peterson, National Director of the Build-for-Rent (BFR) division, leads a team of real estate and technology experts to optimize BFR analysis and consulting projects. In this capacity, Peterson works with local to national public builder and developers to help them optimize their BFR buildout plan and understand the asset class. He also works with investors of all sizes to help them underwrite and understand the nuances of BFR as compared to other CRE asset classes. At SVN | SFRhub Advisors, Peterson merges prior experience as the VP of Marketing and General Counsel with experience in residential land development brokerage to help build the BFR platform. SFRhub.com is a dedi ... (view full description)

Bill Ramsey

Principal
KTGY Architecture + Planning

Bill Ramsey brings over a fifteen years of market experience to his position as a Principal at KTGY. From design guidelines and site planning, to programming, schematic design and construction documents, Mr. Ramsey understands the many facets of a successful project. Licensed in California, Colorado, Nevada, Utah, Washington, Idaho and Texas, Mr. Ramsey recognizes how various trends and market-specific intricacies effect how a project is perceived. The ability to align all aspects of a project with the target demographic has made him a well-respected expert in his field. In addition to his understanding of market trends, Mr. Ramsey is highly skilled at coordinating projects with ... (view full description)

Matt Rosenberg

Chief Financial Officer
Harmony Homes

Kim Ross

VP Marketing
Woodside Homes

Kim Ross is the Vice President of Marketing at Woodside Homes.  Prior to joining the company in 2014, she was a principal partner at a boutique advertising agency that serviced the vacation real estate and hospitality industries. She is an expert tactician in omni-channel communications and in recruiting, developing and retaining top talent in creative and digital marketing disciplines. As part of a leadership team committed to improving Woodside’s customer and employee experience, this Gen Xer bridges the gap between Millennials and Boomers, balancing traditional performance expectations with flexible work structures.
 

Mitch Rotta

Director, New Construction
TRICOR

As Director of New Construction, Mitch oversees the entire lifecycle of the project from land acquisition through vertical construction. With a background in large commercial projects, Mitch has implemented numerous construction efficiencies into Tricor’s Build-to-Rent program. Building-Information-Modeling (BIM), alternative building materials, direct product sourcing and in-house labor are just a few of the techniques Tricor is utilizing to help separate themselves in the build-to-rent space. This combination will allow Tricor to produce the most affordable, durable and energy efficient smart rental homes in the country.   Tricor is a full turnkey construction operator for the ... (view full description)

Brian Rupp

Executive Vice President
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)

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings, LLC

Ranajoy Sarkar is the Chief Product Officer at Roc Capital, a middle market focused real estate lender for non-owner occupied residential and commercial real estate. He was a portfolio manager in the mortgage strategies group at Napier Park Global Capital (2007-­2016), a multi­‐strategy asset manager with $6bn in AUM, and its predecessor Citi Capital Advisors and at Koch Global Capital (2006-2007). He was the Managing Director of Fixed Income Research at Bear Stearns (2003-2006) and an Associate of Fixed Income Trading at Lehman Brothers (1998-2000). He has a Bachelors of Technology in Aerospace Engineering from the Indian Institute of Technology, Kanpur, India in 1996; M.B.A. from the John ... (view full description)

Katherine Shipley

Land Acquisition Manager
Brookfield Residential

Tyler Simpson

Vice President
Roc Capital

Mr. Simpson is responsible for expanding Roc's lending platform to instiutional clients on the West Coast and surrounding areas. His primary areas of focus are bridge lending on single-family flips, ground-up construction and term rental assets.

Ed Steffelin

President and SVP
GS Partners/STAC/Balcar

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)

Jason Stewart

COO & CIO
The Promise Homes Company

Jason Stewart serves as Chief Operating and Investment Officer of Promise Homes. Prior to Promise Homes, Stewart founded the institutional equity research group of a Washington, D.C. policy- and financial services-focused investment bank, serving as Managing Director and Head of Research. Stewart spent most of his 17+ years in the investment industry as a hedge fund manager overseeing portfolios of real estate, fixed income, equities and derivatives. Stewart received his BS in Business Administration with a concentration in Finance from the University of Richmond, and has received the CFA designation. Additionally, he is a member of the CFA Institute and the CFA Society of Washington, D.C. ... (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.

Lindsay Tabaian

Senior Counsel
Allen Matkins

Lindsay Tabaian is Senior Counsel in the Los Angeles office where she focuses her practice on land use, environmental law, and general litigation matters. She advises clients on land use entitlements, transactional matters, real estate disputes, environmental issues, California Environmental Quality Act compliance and local government law matters.  Prior to joining Allen Matkins, Lindsay worked at a Southern California law firm serving as the primary contract city attorney for a number of cities, including Cypress, San Dimas and Carson, California. During this time she also represented many other cities and public agencies advising on various issues related to land use, entitleme ... (view full description)

Michelle Terpstra

Vice President, Sales
FNTG Builder Services

Michelle has over 14 years of successful sales and account management experience working for Fortune 500 Companies. Growing up watching her father develop and create communities across Southern California, she sees deals from the developer point-of-view. Now as a sales leader within our organization, she leverages her extensive professional network to help facilitate and smoothly close real estate transactions for her clients.
 

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)

Philip Trujillo

Western Area Manager, Homebuilder Finance
Flagstar Bank

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)

Felix Vasquez

Chief Executive Officer
Hyphen Solutions

Since March 2002, Dr. Felix Vasquez has managed Hyphen's vision of unifying the supply chain for residential construction. He strategically integrates builders tightly with their respective supply chains through enhanced development efforts and partnering with incumbent ERP providers. Additionally, he was the driving force in starting Hyphen's User Group, which helps to drive product direction and ensures Hyphen’s products are future-proofed to meet the changing needs of the industry. As CEO, Dr. Vasquez is responsible for client and prospective client relationships and keeps a keen eye aware for potential business relationships with industry solution providers. Hyphen prides itself on worki ... (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)
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Phone: +1 (212) 901-0506
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Event Contacts for 7th 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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