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Tony Avila

Builder Advisor Group

Over the past 25 years, Tony Avila has served as an advisor in over 85 homebuilding merger and acquisition transactions valued at over $12 billion and helped to raise approximately $10 billion in over 75 debt and equity issuances for publicly-traded and private homebuilding and land development companies. Mr. Avila founded Builder Advisor Group in 2008 and has been working as a homebuilder investment banker since 1996. Mr. Avila has served as an investment banker in more homebuilding transactions than any other advisor. Most recently Mr. Avila closed the sale of several top 100 builders including Transeastern Homes, Town and Country Homes, American West, Wade Jurney, Dan Ryan Builders, ... (view full description)

Mathew Avrhami

Rockridge Properties and Investments

As President and CEO of Rockridge Properties and Investments, Mathew Avrhami, is responsible launching a regional development firm spanning the western sunbelt states while overseeing and executing development of Build-To-Rent Communities through existing sites, JV investments, and strategic acquisitions. Mr. Avrhami’s experience includes commercial real estate private equity and institutional residential rental experience with the largest SFR investment funds, covering thousands of rental homes and over 38 multifamily projects.   Active in the community, Mathew Avrhami is an associate faculty at Arizona State University’s WP Carey School of Business, teaching real estate investm ... (view full description)

Chris Ball

Specialist, Diversity & Engagement
Brookfield Properties Development

Chris Ball is a Specialist, Diversity & Engagement, responsible for initiatives related to diversity, equity and belonging for Brookfield Properties’ development group. In this role, he helps guide the establishment and evolution of programs focused on building an engaged and equitable workplace, alongside the senior leadership team. He also serves as a founding member of company's Internal Advisory Council created to drive awareness, conversation and dialogue to jump start systemic change. Chris is a Brookfield Properties veteran of over 18 years and previously worked as a project manager within the organization’s residential team.   In his spare time, he enjoys ... (view full description)

Chris Bley

Co-President & CIO
IHP Capital Partners

Chris Bley joined IHP Capital Partners in 2018 and is primarily responsible for the company’s investment and origination strategies, working closely with the investment team on both existing and prospective deals, and a member of IHP’s Investment Committee. Mr. Bley is also the Executive Vice President of Newport Pacific Land Company, an affiliate company of IHP Capital Partners.In 2010 Mr. Bley joined Lehman Brothers Holdings, Inc. as a Senior Vice President where his responsibilities included re-underwriting and developing business plans and exit strategies for a portfolio that consisted of developable land throughout the Unite ... (view full description)

Brendan Bosman

Managing Director
Värde Partners, Inc.

Brendan Bosman is a Managing Director of Värde and leads the private equity real estate business in the U.S. with a current focus on residential development and homebuilding investments. Based in Minneapolis, he joined the firm in 2008.

Prior to joining Värde, Brendan was an analyst at Bank of America Securities in the Global Structured Products group, where he focused on structuring residential mortgage backed securities and asset backed securities.

Brendan graduated from Macalester College in Minnesota with a B.A. in Economics. He holds Series 7 and Series 63 certifications.

Sean Breuner

Founder & CEO

Sean’s been a real estate and technology entrepreneur for 15+ years. Having gone through the launch & sale of a number of early stage companies, his newest endeavor at AvantStay has him focused on the intersection of hospitality, real estate, and tech to help redefine group travel. Previously, Sean was Founder & CEO of two real estate companies, Pacific LMG & Coastal Realty. Sean also helped build Heighten, a dynamic sales automation platform, which was sold to LinkedIn in 2017 and spent time at Morgan Stanley in the TMT investment banking group in NYC. He was Founder/Chairman of Generation SF, a San Francisco based foundation focsued on cancer research. He’s an opera ... (view full description)

Douglas Caraballo

Managing Partner

Douglas Caraballo is the Founder and Managing Partner of Cymbel, a newly formed real-estate investment platform that focuses on transformative multi-asset investments throughout the US.  Cymbel's first strategic investment platform is Milenio, a land development platform that serves as an off-balance sheet partner.

Before Cymbel, he was the principal co-founder of Quinn Residences, which continues to build communities exclusively for rent. Since its formation in 2019, Quinn has grown exponentially, with more than 5,000 homes under development and lease-up. From its initial start-up through today, Quinn is now a BTR leader throughout the Southeast US.

John Carlson

Mark Taylor Residential

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

I am responsible for our Portfolio Services Division which caters to institutional investors in property management, multi-channel/multi-market SFR acquisition, construction, and asset management services.  Renters Warehouse manages over 20,000 rental homes in 40 markets. We offer full-service property management, acquisitions, and asset management across all of our markets.  I come to Renters Warehouse with extensive experience in M&A, sourcing, acquisition, and disposition consulting across the single-family rental industry for both institutional and private equity funds. My clients have ranged from hedge funds working at scale to community-minded socially consc ... (view full description)

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Dennis Cisterna is the Chief Investment Officer of Lafayette Communities. One of the most well-known executives in the SFR investment space, he was previously CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that Mr. Cisterna was Managing Director of FirstKey Lending, a portfolio company of Cerberus Capital Management. Mr. Cisterna has held a wide variety of management positions within the real estate investment sector including key roles at notable firms such as Lennar, and Toll Brothers. Throughout his career, he has completed more than $3.7 billion worth of real estate transactions across the U.S. and Europe. Mr. ... (view full description)

Jeff Cline

SVN | SFR Capital Management

As CEO, Jeff Cline leads SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. Cline has more than 45 years of commercial real estate experience, including construction, development and asset management for large-scale commercial projects as well as managing construction, daily operations and asset management for several thousand residential multi-family assets.  Cline is a speaker at many of the major SFR/BFR and CRE industry conferences. In addition, he is co-chair of the National SFR Product Council (SVN), a member of the Forbes Real Estate C ... (view full description)

Jordan Cohen

Chief Investment Officer
Transcendent Electra

Jordan Cohen is the Chief Investment Officer for TIMGMT.  Mr. Cohen has over 15 years experience in real estate private equity, hedge funds and the capital markets.  Most recently, he helped build a real estate private equity fund focused on hospitality assets in excess of $1B AUM with LP partners including Carlyle,  Goldman Sachs, et al.   Prior to, Mr. Cohen was a senior executive in Boston at a real estate private equity firm where he spearheaded efforts on the origination and capital markets side, growing the firm from $600M to over $2B deployed in bridge, mezzanine, and equity investments.   Earlier in his career, Mr. Cohen gained experience in both acquisitions and portfolio management ... (view full description)

Michael Cook

MCB Capital

Currently the CIO of MCB Capital, Michael oversees the $50M single family rental portfolio along with the development of two build to rent communities totaling 120 homes in the Dallas Fort Worth area.   Michael Cook is a former Chief Assets Officer at Sylvan Road and a Director of U.S. Asset Management at GTIS. During his time at Sylvan Road, he managed over 2,000 single family homes and acquired over 120 homes per month in seven different markets. While at GTIS, Mr. Cook built a single-family platform to purchase, manage and sell over 4,000 single family homes. Mr. Cook’s experience in the real estate industry began in 2005. Prior to joining GTIS Partners, Mr. Cook w ... (view full description)

Frederick Cooper

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

Toll Brothers, Inc. ( (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 first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Josh Craig

Chief Operating Officer
Lima One Capital

Ryan Curran

SVP, Operations
Northsight Management

Ryan CurranSr. Vice President, Operations Ryan serves as Senior Vice President of Operations for Northsight Management, overseeing the direction and daily management of Northsight’s global operations. Ryan has over 12 years’ experience in the real property default space with expertise in all facets of a property life cycle. His experience and leadership are focused on developing staff, delivering strategic vision and driving profitable revenue growth. Prior to joining Northsight over three years ago, Ryan served as a charter member of a startup REO Asset Management and Default Services firm, facilitating the comp ... (view full description)

John Curry

Chief Executive Officer
Setanta Development Capital

John is Sétanta’s CEO, responsible for capital market strategies, loan originations, and relationship management.  John previously co-founded a platform providing financing options for qualified residential developers. Prior to that, he served as General Counsel at a private equity group focused on single-family residential development throughout the US.  A native of Ireland, John holds law degrees from Duke University and University College Dublin.

Doug Dale

Co-Founder & EVP
HomeRiver Group

Doug is a founder and senior member of the HomeRiver team, and oversees the HRG Institutional Accounts Group and Investment Management business. Doug balances strategic insight with the operational expertise amassed while providing market-level guidance to public and private single family institutional investors. Prior to HomeRiver Group®, Doug cofounded one of the largest single family investment firms in the nation, Fortune Acquisitions. Over his career, Doug has overseen the purchase and operation of over 11,000 single family properties, led a team involved in managing 16,000 bank-owned assets, and deployed over $2B+ in the single family space. During the subprime crisis, Doug provided co ... (view full description)

John Day

Chief Business Development Officer
Genesis Capital

Jeremy Edmiston

Senior Managing Director
Cushman & Wakefield

Jeremy Edmiston Senior Managing Director, Single Family for Rent 2021 McKinney Avenue, Suite 900 | Dallas, TX 75201 Direct +1 214 891 7868 Mobile +1 214 808 5651 | Professional Expertise With more than 20 years in the multifamily industry, Jeremy is a Senior Managing Director for Cushman & Wakefield’s Multifamily Asset Services platform, where he oversees the Single Family for Rent platform.  He joined the company in 2012 to lead the institutional client strategy after serving as a Market Principal for Greystar’s central region.   Professional A ... (view full description)

CJ Edmonds

Chief Revenue Officer

CJ Edmonds leads the revenue growth of the business through new customer acquisition, customer expansion, and customer retention. Prior to joining SmartRent, he ran the sales organization at G5 for nine years, delivering digital marketing solutions to the real estate sector. There he had a consistent track record of 25%+ YOY growth and was integral in growing the company from $4M to $40M ARR. Mr. Edmonds has more than 22 years of executive-level management experience in the SaaS and wireless industries, helping companies like NTT/Verio and Nextel Communications grow revenue in new markets to more than $200 Million. Mr. Edmonds holds a Bachelor of Science in Business Administration and Econom ... (view full description)

Jeff Enes

Senior Vice President
IHP Capital Partners

Jeff Enes joined IHP Capital Partners in 2006 and is a Senior Vice President primarily responsible for deal sourcing, acquisitions, project development strategy, underwriting, and joint venture partnership originations.  Prior to joining IHP, Mr. Enes was a Project Manager at Webcor Builders, one of California’s largest commercial builders, where he led mixed-use, multi-family, and residential developments in Los Angeles and the San Francisco Bay Area.  Previously, Mr. Enes was a Project Engineer on the San Francisco Giants’ project development team for the baseball park in San Francisco.  A graduate of the University of Notre Dame, Mr. Enes received a Master of Real Estate Development (MRED ... (view full description)

Brittney Fairweather

Chief Business Development Officer
Aureus Finance Group

Chief of Business Development (no officer verbiage on this title please) Ms. Fairweather is Aureus’ Chief of Business Development. In this role, she is responsible for driving growth as well as manage investor facing communications. She is a self-motivated and versatile Real Estate Professional with extensive experience in residential loan origination, investor relations, Fund management, sales and business development. She possess a thorough understanding of real estate investment strategies and operations, private money lending, online auction operations and process management. As a founding member of the Genesis group of companies, she was integral in the creation of their platforms ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

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

Jordan Farrales

Director of Acquisitions & Development
LyvWell Communities

Jordan has over 7 years of experience as a professional debt and equity investor in both public and private markets. With a career that began as an investment analyst for a multi-billion dollar hedge fund, Jordan’s career pivoted when he joined a private investment firm in Miami where he led real estate acquisitions across various hospitality and self-storage assets. In Jordan’s current role at Broome Capital, he is responsible for new deal generation, securing entitlements, and early stage development of the firm’s real estate projects. Jordan is active as a member of several organizations including the Young Leaders Group of the National Self Storage Association, Florida Self Storage Assoc ... (view full description)

Kevin Fein

Sr.Director,Strategic Accounts
Moen Inc.

Kevin is currently the senior sales director of strategic accounts at Moen, covering the Single Family Rental , Multifamily , Senior Living, Student Housing, Military Housing, and Commercial property segments.  Prior to Moen, Kevin was in a leadership position  with The Sherwin-Williams Company for 13 years, focusing heavily in property management.

Ian Ferguson

President & CEO
Liten Living, LLC

Andrea Finger

Managing Director
Whelan Advisory Capital Markets

Andrea is a seasoned real estate investor, analyst, and advisor with over 15 years of experience focusing on homebuilders and consumer real estate companies.  She is currently a Managing Director at Whelan Advisory Capital Markets LLC, a certified woman-owned boutique investment bank and broker dealer focused on M&A and capital raising exclusively for the residential housing and construction industry.  Previously,  Andrea made her career as a Global Industry Analyst at Wellington Management Company, investing in global real estate companies, including both homebuilders and REITs, as a member of the Finance and Real Estate teams.  She has served as an Adjunct Lecturer at the University of ... (view full description)

Rick Firmine

Argosy Real Estate Partners

Rick Firmine is a Principal at Argosy Real Estate Partners (“Argosy”) and is responsible for acquisitions, dispositions and asset management at Argosy. Prior to joining Argosy, Mr. Firmine was a Principal with the Fifteen Group, where he oversaw the firm’s acquisition and development efforts throughout the Mountain Region. Previously, he spent over a decade as the Owner of RF Development, a development and advisory firm. Mr. Firmine began his real estate career with Torino Companies where he oversaw the acquisition and development of retail properties. Previously, he was an investment banker with Robertson Stephens and Lehman Brothers.   Mr. Firmine holds a Bachelor of Science in ... (view full description)

Matthew Fogt

Allen Matkins

Matt Fogt, a partner in the Orange County office at Allen Matkins, is a multidimensional dealmaker. He combines land use, real estate, environmental, natural resource, and energy law knowledge with business acumen, negotiation skills, and rigor to address California real estate development projects from all angles. He works to get the best terms and provisions in land use entitlements and real estate transactions while managing client investment and project constraints, and takes the necessary steps to ensure his clients’ developments can proceed in a timely manner, following acquisition. Matt advises clients on a broad range of issues including the California Environmental Quality Act, stat ... (view full description)

Marshall Friday

Director of Sales
ADT Multifamily

Marshall has been with ADT since 2005. He has held roles in residential sales, sales management, training and leadership development, and multifamily. His knowledge of technology in the single family home and multifamily space go back to the introduction of apps controlling and managing resident experiences. Marshall got his Bachelors in Business Administration from the University of the Incarnate Word in 2007. ADT Multifamily brings smart home technology like locks, thermostats, leak detectors, and security to property managers and owners. Our solutions also extend outside the unit to include access control, CCTV, and commercial fire. We are fully integrated with the top propert ... (view full description)

Don Ganguly


Don is a fintech and proptech entrepreneur, and an expert in the acquisition and management of residential real estate. Most recently, he founded HomeUnion, a data-driven, single-family rental investment platform that was acquired by Mynd in 2019. Prior to that, he was the founder and CEO of Oracle Financial Services BPO, a subsidiary of Oracle, that provides loan processing, servicing, and back-office financial reporting services for banks and large private equity investors. Don earned an MBA from The Wharton School and was the recipient of the HousingWire Vanguard Award, which recognizes influential leaders of businesses contributing to the growth of the housing economy and its various sec ... (view full description)

Paul Garner

Director-Capital Markets
Walker & Dunlop

Paul Garner has experience structuring and executing investments at various areas within the capital stack for nearly every type of execution -  Opportunistic and Transitional Bridge Debt, Subordinate Debt, JV Equity, and Permanent Debt for Multifamily, Commercial, and Mixed-Use properties, nationwide. Paul’s experience in capitalizing Multifamily assets at various stages in the development cycle encourages sponsors to engage W&D South Florida when seeking competitive, bespoke capital solutions and strong representation. Paul's coverage is national but is primarily focused within the Southeastern and Sun Belt regions. Paul joined W&D with more than ten years o ... (view full description)

Matt Gibson

Corporate SVP, Land Acquisition
The New Home Company

Matt Gibson brings over 10 years of experience in residential acquisitions to The New Home Company. Matt is responsible for all growth opportunities and land acquisitions for The New Home Company, as it continues its expansion in Northern California, Southern California, and Arizona. Prior to joining The New Home Company, Matt most recently served as Vice President for Watt Communities, a business unit of the privately owned diversified real estate conglomerate, Watt Companies, where he was responsible for acquisition and entitlement of all new residential developments throughout Southern Californi ... (view full description)

Mitchell Gordon

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)

David Gray

Director, Mid-Atlantic Sales
Temple View Capital

Dave is the Director of Mid-Atlantic Sales for Temple View. He brings over 15 years’ experience in real estate investment sales and have worked at some of the largest companies operating in the real estate and lending space, including Marcus and Millichap, Realogy Holdings and LendingHome. An industry veteran, Dave has built many high performing sales teams over his career, and that will be his primary focus at Temple View. Dave earned his B.S. in Business Administration and Finance from Leeds University, Leeds, UK.

Nick Greenberg

Värde Partners, Inc.

Nick Greenberg is a Director focused on real estate investments in the U.S. Based in New York, he joined the firm in 2015. Prior to joining Värde, Nick was an Associate at Silverpeak based in New York. He focused on value-add and opportunistic acquisitions for their real estate private equity business across asset classes. Prior to joining Silverpeak, Nick worked at Brookfield Asset Management in New York. Nick graduated from the University of Southern California with a B.S. in Civil Engineering and received an M.S. in Real Estate and an Executive M.B.A. from Columbia University.

Lisa Gunderson

Vice President of Asset Management
Bristol Development

Jeff Handlin

Oread Capital & Development

Jeff Handlin is the Founder and President of Oread Capital & Development (, a Denver-based company that has acquired, developed and managed some of the largest and most successful mixed use master planned communities in the Denver and Boulder metropolitan areas. Mr. Handlin also recently founded Urban Cottages (, a company focused on infill housing opportunities in backyards, side-yards and other ubiquitous spaces within urban and near-urban neighborhoods. Prior to founding Oread Capital & Development, Mr. Handlin served in executive roles at recognized national homebuilding and real estate development companies including: Foundi ... (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)

Tricia Hausler

VP of Sales
Toll Brothers

Tricia Hausler brings over 24 years of experience to her position as Division Vice President of Sales at Toll Brothers Las Vegas.  Ms. Hausler’s focus in residential new home construction spans its many facets: sales, marketing, customer experience, market strategy, design, lifestyle amenities, product and community development, retail merchandising, forward planning, and talent development.  Her career includes roles at both public and private home builders, a variety of market segments, and a diverse range of product offerings.  At the core of thoughts and efforts is Ms. Hausler commitment to staying on trend with micro and macro influences and needs, delivering personalized customer exper ... (view full description)

Clay Hertel

VP of Underwriting
Aureus Finance Group

Clayton has extensive experience in all facets of residential real estate acquisition and disposition.  He possesses the rare ability to analyze each asset from the vantage points of buyer, seller, investor, lender and developer. Working alongside his brother, Clayton has been involved in the acquisition, disposition and management of hundreds of single family properties in multiple markets.  Specifically in the lending industry, Clayton has dealt with all of the major private lending companies including Civic, Lending Home, Genesis, RCN, Corevest, Arbor, Lima One, and several smaller regional lenders.  He previously developed a valuation tool for single family homes, along with ... (view full description)

Tim Hutter

Allen Matkins

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

Chris Jasinski

CEO & Managing Partner
JTW Advisors

As the Managing Partner and a Co-Founder of JTW Advisors, Chris is responsible for the execution of mergers and acquisitions transactions in the homebuilding industry. Chris has over 20 years of experience as an operator, entrepreneur, and advisor to the homebuilding and development industry.  He can relate to homebuilders’ unique challenges and opportunities because he has developed, marketed, and constructed for sale single family and condominium homes while overseeing projects in Southwest Florida, Coastal Alabama, and North Carolina as both an employee and owner. Most recently Chris served as CEO of Kennebunk LLC, an advisory and development services firm he found ... (view full description)

Robert Jayne

Chief Construction Officer
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.   

Zack Johnson

EVP- Acquisitions and Development
American Homes 4 Rent

Matt Johnston

Managing Director, Investments

Matt Johnston leads the build-to-rent initiative at Pretium Partners.  Pretium, an alternative investment manager focused on real estate and credit, is the second largest owner and operator of single-family rental homes (“SFRs”) in the U.S. with approximately 55,000 homes.  Prior to joining Pretium, Matt spent two decades in real estate private equity most recently at Elliott Management Corp.  He also worked at Fortress Investment Group and Clarion Partners.   

Sarah Kanes

Managing Director
Mizuho Americas

Sarah Kanes is a Managing Director in Mizuho Americas’ Real Estate Investment Banking Group. In her two decades of investment banking experience, Sarah has executed on a broad range of advisory assignments and transactions. Examples include advising companies on capital structure/optimization, debt and equity financing, acquisition finance strategy, rating agency advisory, liquidity management, and capital introductions as well as on broader strategic endeavors. Sarah also has strong relationships with the investor community in the U.S., Europe, and Asia, which she has utilized on capital markets transactions and to facilitate strategic introductions. Prior to joining ... (view full description)

Theodore Karatz

Managing Director
GTIS Partners

Teddy Karatz is a Managing Director at GTIS Partners LP and responsible for sourcing and analyzing investment opportunities across the firm’s active U.S. funds.  Mr. Karatz is based in Los Angeles and was a key member in launching the firm’s branded build-to-rent platform for which they are a direct developer and operator.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Charlotte, Dallas, Munich and São Paulo.  The firm has 84 employees and approximately $4.7 billion of gross property assets under management (AUM).  Since September 2009, GTIS has committed approximately $2.4 billion of equity to the ... (view full description)

Jason Keller

Managing Director
Oaktree Capital Management, LP

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

Lisa Kennedy

Regional Manager
TBD Management

Lisa Kennedy is the Regional Manager at TBD Management, the property management arm of Wan Bridge. Lisa has almost three decades of experience in the real estate and property management industry, in a career that spans Houston to Seattle.One word that describes her skillset: Versatile. Her experience includes the areas of operations, sales, marketing, finance, quality assurance, human resources, and cost controls. With a proven, results-driven leadership style, she has successfully managed, hired, trained, and developed numerous teams in fast-paced environments, including overseeing the operation 4,500 units while managing ... (view full description)

Robb Kenyon

Partner, Chief Credit Officer
Sound Capital

Robb is a 30-year veteran of banking. His experience spans virtually every facet of real estate finance. Yet, what stands out about Robb is his passion for people. He’s always asking, “Is it right for our client?” Professionally, Robb can look at the most complex lending situations and find creative solutions that literally no one else is seeing. It’s a core belief of Robb’s that there’s always an honest, straight-forward solution to even the most challenging lending situations, but people come first. He has held positions with Seattle Mortgage, Countrywide, Bank of America, and now is a partner and CCO of Sound Capital. He's also served in positions for the Certified ... (view full description)

Evan Kinne

President / Managing Director
George Smith Partners, an AXCS Capital company

Mr. Kinne joined AXCS Capital as President and brings captial markets expertise that is predominantly focused on institutional   real estate projects. Prior to AXCS, Evan worked at George Smith Partners, a well-known boutique capital markets advisroy firm. At GSP, Evan's deal track record topped $4BB in total captialized value.  Prior to GSP, Evan was a Vice President at Watertower Group, a boutique advisory focused on dynamic and innovative companies shaping technology, consumer internet and digital media. Evan has advised over 20 internet, technology, and media companies on series A-D equity capital formation and M&A. Evan’s other experience includes: Director of Business Development a ... (view full description)

Trevor Koskovich

President Investment Sales

Trevor leads NorthMarq’s Investment Sales business, which started in 2018 and now offers services across the U.S. with nearly 100 brokers and support staff.  He brings more than 20 years of experience in capital markets, advising clients on investment sales opportunities in markets across the U.S., and raising equity for new construction and value-add multifamily projects across the county. In addition to leading the day-to-day operations and continued expansion of investment sales platform, he is also one the first brokers in the country to have a specialty practice in the growing build-to-rent product type. In the last two years, he has marketed more than 10 projects with values exceeding ... (view full description)

Eric Krauss

Vice President

Eric is Area Vice President at Rhino working with enterprise organizations to eliminate the need for cash deposits in renting. In his 3.5 years at Rhino, he's been an integral part of the company expanding to being offered in over 2M homes and growing from 5 employees to over 200. Prior to Rhino, Eric worked at Yardi as a Regional Manager. Eric currently lives in San Diego and enjoys golfing and spending time with his wife.

Geoffrey Kristof

Head of Single Family Rental
Asia Pacific Land

Mr. Kristof is Head of Single-Family Rental at Asia Pacific Land (APL), a global multibillion-dollar investment firm. APL’s SFR platform focuses on building purpose-built rental communities across growth markets in the Southeast and Midwest and currently has over 4000 units owned or contracted. Prior to joining APL, Mr. Kristof was an investment professional at Bridgewater Associates, where he worked on a 12-person team managing a $150 billion currency book. Mr. Kristof received an A.B. in Economics from Harvard University.

Steve LaTerra

Terralane Communities

Steve La Terra helped found TerraLane Communities (“TLC”) in 2019 and was the first CEO of the company.  He is responsible for all aspects of company’s operations and is a member of the Investment Committee.  He focuses his efforts on the evaluation of new opportunities, portfolio management and investor/partner relations.  Prior to joining the company, Mr. La Terra was the Managing Director of Meyers Research, where he was the lead analyst on horizontal apartments opportunities throughout the US for builders, developers and capital providers.  Mr. La Terra’s background includes senior executive and principal-level positions within real estate private equity, land banking and lot development ... (view full description)

Dustin Lacey

VP Brand & Marketing
Mark-Taylor Residential

As an executive at Mark-Taylor, Dustin leads the research, design and implementation of companywide digital marketing strategies, including providing strategic direction for Mark-Taylor’s brand, development and execution of corporate marketing strategy, internal/external communications, public relations initiatives and property-level marketing efforts. He oversees all marketing-related activities across a Class A, luxury apartment portfolio of more than 60 properties across Arizona and Nevada. He received his undergraduate degree from the University of Arizona and his MBA from the Thunderbird School of Global Management.

Bruce Larson

Executive Vice President

Bruce Larson, PE is an Executive Vice President and the Western Regional Manager for Bowman with more than 31 years of experience in civil engineering project design, planning, construction management and project management. Throughout his career, Bruce has been involved with numerous private and public sector projects throughout the Southwest and has expertise in land development engineering, master plan community engineering, multi-family developments, land planning, capital improvement projects, commercial development and construction analysis. For the past five years, Bruce has become an expert in the Build to Rent market and has helped pioneer this whole new segment that Bowman has beco ... (view full description)

Lisa Lasko

Sr Channel Marketing Manager
Moen Inc.

Lisa Lasko is responsible for collaborating with Sales to understand customer needs and implement strategies to promote growth across the Multi-Family, Hospitality and Architect & Design segments, including Single Family for Rent and Build to Rent. With a background in Product Development and Sales, Lisa advocates for her segments of responsibility and influences business decisions that allow Moen to bring the most value to their partnerships as a trusted faucet, accessory and leak mitigation manufacture.

Andy Lawhorn

SVP, Acquisition 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.  

Jackie Lee

Brandywine Homes

Jackie Lee is the Chief Executive Officer of Brandywine Homes, LLC, a privately owned, single family rental home property management company with locations throughout the Southeast. Brandywine Homes manages over 2700 homes in Atlanta, Memphis, San Antonio, Houston, Tampa, Jacksonville, Fort Lauderdale, and Kansas City. They are currently successfully managing over 10 build for communities. As CEO, Jackie is responsible for overseeing the operations of all Brandywine Homes offices as well as the development and implementation of new business strategies throughout the organization. Jackie has over 15 years of experience in the rental industry beginning with the creation of her own ... (view full description)

David Lightfritz

Director of Property Management
Global Strategic

David’s real experience stretches 20+ years. David is the Co-Founder and Co-Owner of RB Legacy Property Management Inc, a North Carolina based property management company specializing in single family, multifamily, HOA, and commercial properties. Prior to Legacy Property Management, David spent 20 years as the Chief Operating Officer of Atlantic Property Management, ERA Atlantic Realty & Property Pro Services (a maintenance company) in Atlanta, GA. Atlantc Property Managment grew to 2200 single family doors and 900 multifamily doors. David has a demonstrated history of working in all aspects of the real estate industry. David is highly skilled in acquisitions, portfolio manag ... (view full description)

Evan Linkner

Ackman-Ziff Real Estate Group

Evan Linkner is a Principal at Ackman-Ziff and the Head of its SFR/BFR Group. Founded in 1926, Ackman-Ziff is a global leader in developing creative capital solutions for institutional investors and operating companies. At Ackman-Ziff, Evan leads the structuring and placement of equity, debt and mezzanine capital stacks.  Evan has been an active financier of institutional SFR debt and equity since 2013, integral to the structuring and creation of numerous pioneering capital products in the sector.  In 2006, Evan founded First Atlantic Capital Management, a contrarian investment fund that successfully forecasted the collapse of the real estate markets and established a ... (view full description)

Lino Maldonado


Lino Maldonado is the President and Managing Partner at Behome247, the industry leader in smart home technology, workflow automation and energy management. Lino Joined the team at Behome247 in November 2019 and has been instrumental in leading the charge and development of cutting-edge hospitality, multi-family and real estate solutions. Partnering with leaders in the industry like, Airbnb, Wyndham Vacation Ownership, VRBO and VRM Intel. In his previous role, as VP of Operations for Wyndham Vacation Rentals, he led business development and ownership strategy across North America. He worked for the company for 23 years, beginning his hospitality career in 1996 at Mainsail in Miramar Bea ... (view full description)

George Maravilla

Senior Vice President
Tower Capital

Aimee Martin

Senior Director
GTIS Partners

Aimee Martin is a Senior Director of  Acquisitions at GTIS Partners, and is responsible for the origination of new residential land development and homebuilding investments in multiple markets throughout the U.S.  Ms. Martin has over 25 years of diversified real estate experience in equity and debt investments, asset management and project finance, development and operations.  She is a skilled strategist and problem solver with a track record of value creation in residential projects across the country.  Prior to joining GTIS in 2021, Ms. Martin was a Managing Director at Isles Ranch Partners where she led the origination of the firm’s residential investments in Texas, Mountain/Central and E ... (view full description)

Chris Mataja

Lafayette RE

COO of Lafayette, a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manages more than 3,000 single-family rental homes, provides loans to fix & flip investors in the markets it operates its rental strategy and is actively growing its build-for-rent and scattered-site SFR portfolios.

Dan McCann

Managing Principal
Arroyo Capital

Kevin McCune


Kevin McCune joined the Property Tax team at Ryan, LLC in 2009. Mr. McCune specializes in ad valorem tax consulting of student housing properties across the country. Mr. McCune’s expertise has helped Ryan to expand their portfolio of represented student housing clients and properties. Now representing over 375,000 beds, with properties located in 41 states and in over 185 college & university markets, Mr. McCune has been instrumental in establishing Ryan as the premier provider of student housing property tax consulting in the United States. Ryan currently works with Seventeen of the Top 25 Student Housing Owners (as reported by Student Housing Business Magazine 2018).  With ... (view full description)

Tony McGill

Head of Investment Banking
Zelman & Associates - A Walker & Dunlop Company

Tony is a Senior Managing Director and Head of Investment Banking at Zelman, and has led Zelman's origination and execution of public and private debt and equity capital raise and M&A transactions totaling over $28 billion of completed value. Tony has executed transactions with housing's leading companies including 84 Lumber, American Homes 4 Rent, ARPI, Blackstone, CamWest, Candlelight Homes, Century Communities, Clayton Homes (Berkshire Hathaway), Compass, Copper Bay BFR, David Weekley Homes, Five Point Communities (Lennar), Goldman Sachs, Green Brick Partners, Hayden Homes, GTIS, Installed Building Products, Invitation Homes, Lowe Enterprises, Matlin Patterson, MBK Homes ( ... (view full description)

Wade McGuinn

McGuinn Hybrid Homes

Shareholder, McGuinn Hybrid Homes / InvestCon; Build on Your Land, LLC. Wade is the primary shareholder of this family of residential construction companies with no limits. Wade has served the Midland of South Carolina for 37 years, during which his companies have built thousands of homes and countless communities.  Wade is a certified master builder in South Carolina, the former president of the HBA Central South Carolina, author of Building Your Dream Home, and owner of one of the most awarded Homes Building Companies in South Carolina. Under Wade’s leadership, McGuinn Hybrid Homes began using private equity to fund operations in 2012 and have grown to over 80M with its fi ... (view full description)

Charles McKeag

Seven West Capital

Mr. McKeag is a seasoned real estate executive with two decades of experience in the acquisition, entitlement, and development of residential and mixed-use projects throughout the urban markets of Northern California, Southern California, and Colorado. Prior to forming Seven West, Mr. McKeag was the President of MLC Holdings, Inc., a subsidiary of Meritage Homes Corporation (NYSE: MTH) focused exclusively on the acquisition and entitlement of infill land opportunities in the Western United States. Mr. McKeag was recruited by the executive leadership of Meritage in 2014 to launch MLC. During his tenure, Mr. McKeag hired, trained, and led a team of 20 land acquisition and development professio ... (view full description)

Mike McMullen

Prominence Homes

Mike McMullen is a real estate entrepreneur and has been personally investing in real estate, specifically single-family rentals, for over twenty years. Mike is the founder and CEO of Prominence Homes, America's Rental Managers, and Mike McMullen & Associates. Mike is one of the early pioneers of what is now known as “Build to Rent” single family rentals.    Prominence Homes is a residential construction company that will build 750-1000 single family homes in 2022, the vast majority of which will be sold to real estate investors.  America’s Rental Managers is a property management company and currently manages over 1500 single family rentals around the Alabama market.  Mike M ... (view full description)

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

Bruce W. McNeilage brings 31 years of financial and real estate investment experience to his role as President of Kinloch Partners, LLC and Kinloch Homes, LLC. Kinloch owns assets throughout Georgia, South Carolina and Tennessee. Prior to launching Kinloch Partners LLC and Kinloch Homes LLC, McNeilage was a partner in DEL Real Estate, LLC and was a Chartered Financial Consultant with Wealth Management Group of Tennessee/LPL Financial and was Managing Partner with Wealth Management Group of Florida, Inc./LPL Financial. McNeilage holds a Bachelor of  Science degree in Economics from Florida State University. He is also a Chartered Financial Consultant. McNei ... (view full description)

Paul Megler

Executive Vice President
Walton Global

Paul Megler is Executive Vice President, Portfolio Management & Strategic Partnerships for the Walton Global. He leads the growth of the company’s homebuilding and build-to-rent (BTR) partner relationships working with the asset management team on new acquisitions and sales within the exisiting Walton portfolio. In addition, Mr. Megler assists with institutional capital raising efforts for the Walton funds globally. Prior to joining Walton, Mr. Megler served as Vice President, Real Estate & Business Development at KB Home (NYSE: KBH) where his focus was mergers and acquisitions, national land strategy and strategic relationships. He was also a Managing Director with JMP S ... (view full description)

Keaton Merrell

Managing Director
Walker & Dunlop

With over 21 years of commercial real estate experience, Keaton Merrell, Managing Director, is responsible for nationwide loan origination and focuses on multifamily, office, retail, and industrial properties. Throughout his career, Mr. Merrell, has originated over $2.5 billion in loans and is based out of Walker & Dunlop’s Phoenix, Arizona office. Prior to joining Walker & Dunlop, Mr. Merrell was co-founder and principal of Legacy Capital Advisors and has been active in the Phoenix market since 1998. Mr. Merrell has focused on capital advisory services including mortgage banking, mortgage brokerage, and direct mortgage lending. Throughout his career, he has been a direct Fanni ... (view full description)

Adam Meshekow

Chief Growth Officer

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and i ... (view full description)

Leonard Miller

President & CEO
The New Home Company

Leonard joined The New Home Company as Chief Operating Officer in 2017 and was appointed President and Chief Operating Officer in January 2019. In August 2019, Leonard was elected President and Chief Executive Officer. In his current position, Leonard manages all day-to-day operations, oversees policy making and is responsible for creating and implementing the strategic direction of the company.Prior to becoming a member of the NEW HOME executive team, Leonard worked at Richmond American Homes where he had regional and divisional responsibility for several markets in the western United States. Before his tenure at Richmond, Leonard held sever ... (view full description)

Joakim Mortensen

Chief Client Officer

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 more than $10 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 (a joint venture between LNR Property and Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instit ... (view full description)

Jay Moss

Real Estate Dimensions

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)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

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

Alex Norr

VP of Land Development
Visionary Homes

Alex Norr has spent his career in commercial real estate specializing in acquisitions, financial analysis and development. In his current role, Alex sits on the executive team at Visionary Homes as the Vice President of Land and Development—one of Utah’s largest privately held residential builders—where he is responsible for acquisitions, entitlements and land-development.  Prior to joining Visionary Homes, Alex worked in southern California with a local privately held multi-family developer and operator. He began his career with AECOM, a Fortune 500 company, where he developed expertise in financial analysis, land planning and market analysis. In addition to his professional work, he is an ... (view full description)

James O'Malley

Vice President - Development
Shopoff Realty Investments L.P.

Christina Pace

Strategic Account Manager, SFR
Moen Inc.

Christina Pace oversees the nationwide single family for rent account management for Moen Inc. As a strategic business partner, she works with developers, owners, and operators to meet their goals and scale for growth. Christina provides industry insights to help make value-add decisions and meet portfolio plumbing and leak mitigation needs, with Moen as a single source manufacturer.

Jacque Petroulakis

Executive Vice President
NexMetro Communities

Jacque Petroulakis oversees investor relations and brand strategy for NexMetro Communities, a leading national single-family rental community builder. NexMetro’s portfolio currently consists of 33 properties completed, under construction and in development, with additional projects sold and in the pre-development stage. The company has invested more than $1B in the Phoenix, Dallas, Denver and Tampa markets, with plans to expand into new key U.S. markets.The company’s Avilla Homes neighborhoods have created new dynamic that has reshaped the rental housing market with a ... (view full description)

Jeff Pintar

Pintar Investment Company

Jeff Pintar is the President and founder of Pintar Investment Company, LLC ("PIC") and Vertical Real Estate Services. The combined firms provide fully integrated strategic real estate investment services to individual and institutional investors of single family homes. Since 2009, we have invested over $2.5 billion in Single Family homes throughout the United States. Prior to founding PIC, Jeff was the National Ret ... (view full description)

Nick Pocquette

Lafferty Communities

Joe Polite

VP Land
Eastwood Homes

Chris Poston

GM and Head of Asset Management
Darwin Homes

Andrew Propst

CDO & President of Multifamily
HomeRiver Group

Andy is a founder, CDO & President of Multifamily for HomeRiver Group CRMC®.  Andy also served as the National President for the National Association of Residential Property Managers NARPM®.  Andy has 20+ years of experience in both residential and commercial real estate management. He has demonstrated a commitment to delivering first-class results for clients, as well as consistently improving efficiencies and operations across his companies. Industry knowledge and a keen focus on technology has been a major priority for Andy. He has obtained three of the leading industry designations: Certified Property Manager® (CPM®) from the Institute of Real Estate Management (IREM®), Master Proper ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings

Sanjay is a seasoned Business Executive & Investor with great passion for Real Estate & Technology. He is responsible for the Vision & Strategy of 33 Holdings and brings in the needed funding and investor relations to help grow the Company. He has an unparalleled track record of leading teams to greatness through improved synergies, leadership, operational excellence and relationship building.

David Ragland

Lafferty Communities

David is a seasoned home building industry expert with over 30 years experience in working for and managing both public and private home building companies.  David has directly supervised the construction of over 2,500 residential lots and over 4,000 new homes over his career.

Lafferty Communities ia a Northern California based homes building and development company with divisions in Utah, Nevada, Southern California and Northern California.  Lafferty Communities builds homes, entitles and develops land, manages fee-build opportunites and other special projects.

Bill Ramsey


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)

Rich Rodriguez

EVP, Head of Amherst Homes & Head of Real Estate Operations

Richard Rodriguez serves as the Head of Amherst Homes, the Community and Build-For-Rent Division of Amherst, a $10.9bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. In this role, his team is responsible for developing communities for rent that begin at multiple stages from raw land to finished homes. as well as the Real Estate Operations for Mian Street Renewal, the property management company of Amherst. Rich is also the Head of Real Estate Operations for Main Street Renewal. In this role, he is responsible for leading the improvement, renovation, and maintenance of a 30,000 single-family rental portfolio.  Ad ... (view full description)

Michael Roldan

National Portfolio Manager
DISH Fiber

Michel Roldan, National Portfolio Manager for DISH Fiber, is a leader in the Managed Wi-Fi service provider industry.  DISH Fiber is part of the overall DISH Network vision and mission “To change the way the world communicates by connecting people and things”.  DISH Fiber is an instant on property wide Managed Wi-Fi platform designed to generate NOI for properties while providing residents with a superior connectivity experience.  Michael is one of the original members on the DISH Fiber Managed Wi-Fi team and has been instrumental in aligning the capabilities of DISH Fiber with the needs of B2R and MDU communities. 


Timothy Ronan

Managing Partner
Stanton Road Capital

Timothy T. Ronan Jr. is the Founder and Managing Partner of Stanton Road Capital (SRC),a Los Angeles-based investment management firm focused on select commercial real estate and private equity strategies. As Managing Partner of SRC, Mr. Ronan is responsible for real estate investment strategy, acquisition sourcing, capital raising, and financing activities. Prior to launching SRC, Mr. Ronan served as Sr. Director of Acquisitions responsible for over $2.3bn of office, multifamily and development transactions for Strategic Partners U.S., an $8bn closed-end real estate private equity fund series sponsored by CBRE Global Investors. Mr. Ronan also served as the primary asset manager f ... (view full description)

Kim Ross (she/her)

Marketing Vice President
Homebuilding Industry Expert

Kim Ross is a 30-year veteran in marketing, having worked at the executive level in the real estate, hospitality, and entertainment industries. As a leader at organizations both small and large, she has been responsible for hiring and managing teams comprised of diverse backgrounds, skill sets and job functions.  Kim’s roles have given her the opportunity to become educated in the practice of creating an inclusive environment that benefits from each team member’s varied experiences.


Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

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

Mitch Rotta

Senior Managing Director
TruAmerica Multifamily

Mitch Rotta currently serves as Senior Managing Director at TruAmerica overseeing the creation and expansion of its Build-For-Rent platform. This role includes formulating its core strategy with the executive team, building out both personnel and back-office infrastructure, formulating its underwriting process, sourcing deal flow and ultimately creating a portfolio of developments that fits its GP and LP investors capital allocation strategies. The platform will be sourcing, acquiring, entitling, developing and overseeing its projects as master development while utilizing existing third-party relationships to play critical roles to ensure projects meet the necessary milestones and metrics. ... (view full description)

Brian Rupp

EVP, Real Estate
Shopoff Realty Investments L.P.

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

John Ryan

Chief Strategy Officer
Genesis Capital

As Chief Revenue Officer, John oversees Genesis Capital’s growth strategy, originations, sales, marketing, business development technology and geographic market expansion initiatives. His goal is to approach each client with the understanding that we will be partners for many years. Prior to joining Genesis, John spent his career in institutional fixed-income sales and trading. At both Goldman Sachs and Bear Stearns, he specialized in trading residential mortgage-backed securities (MBS) and their derivatives – providing liquidity to institutional investors, managing risk, and developing new products. John also held senior sales roles and responsibility for the develop ... (view full description)

Jerry Schillaci

Vice President, Relationship Manager

Jennifer Sells

VP of Industry Relations

Jen Sells is the VP of Industry Relations at Latchel, an award winning proptech startup company made to help property managers streamline their maintenance operations and increase their annual revenue through a resident amenity program.   Jen has been a part of Latchel since the company was founded in 2017. She moved from the operations department into sales in 2019 and helped scale the company over 400x by sharing with property managers how to maximize their own growth. Prior to joining Latchel, Jen was an asset manager overseeing over 250 luxury apartments and just under 1mil sq ft. in commercial space.In her spare time Jen loves hiking the PNW with her son, husband, and 2 rescue pups, and ... (view full description)

Jason Shapiro

LOGS Legal Network

As President of LOGS, Jason is responsible for managing the national sales, marketing and strategic initiatives for the company's law firms, title agencies and affiliated entities in 32 plus states. Prior to LOGS, Mr. Shapiro worked for Blackstone Groups’s Invitation Homes and B2R Finance. Jason held the positions of National Director of Acquisitions and Regional President for Invitation Homes as well as Regional Head for B2R Finance. 

Mr. Shapiro is a licensed attorney in Florida and Illinois as well as a licensed real estate broker in Florida, Illinois, and California. 

Kevan Shelton- LEED AP

Managing Director | Project Leader
Park Street Homes

Kyle Spicer

Vice President
Wan Bridge

Kyle Spicer is Vice President and Head of the Austin and San Antonio Division for Wan Bridge.  In his role, Kyle is primarily responsible for leading the growth of the Company’s business in the Central Texas region.  In doing so, he is leading the charge in creating and leading a team of acquisitions, development, and property management professionals in the Austin and San Antonio markets. Wan Bridge is excited to have Kyle on the team as his broad expertise in real estate, existing industry relationships, and ability to forge and develop new ones will complement the company’s rapid growth as they enter new markets. He has spent a large portion of his career cultivating relations ... (view full description)

David Stanford

Enterprise Managing Consultant

David Stanford is an Enterprise Managing Consultant and founder of RealFoundations with over 30 years of experience providing strategic financial and operational improvement services to clients in the property and building industries. Mr. Stanford leads our Owner/Operator and Investment Management practices and is responsible for the corporate development activities of our firm. Additionally, he is responsible for implementing the global presence and alliance program of RealFoundations. David is highly experienced in providing large-scale operational and technology services to private and public real estate owner/operators and institutional investors. He has directed client teams in th ... (view full description)

Ed Steffelin

AXCS Capital

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)

Chase Stillman

Oread Capital and Development

Chase is the managing partner at Urban Cottages, a micro infill build for rent developer headquartered in the Denver metro. Chase received his undergraduate degree in Real Estate Finance with a specialty in Development at the University of Denver and was recognized with the Burns school of business’s Rising Star award. Chase has experience in commercial construction and national production home building. He has worked as a land acquisitionist at Century Communities, identifying, forecasting, and contracting on development opportunities in the greater Denver metro area. He has also headed investment, management, and disposition of single family detached, student housing, and multifamily ... (view full description)

Todd Stratton

Kavison Homes

With over 28 years of experience in the homebuilding industry Todd Stratton is the President and CEO of Kavison Homes.   A lifelong resident of Las Vegas, Mr Stratton began his career in construction working with his family's construction company as a teenager and ultimately ran Divisions in Las Vegas and Houston Texas from 1992 - 2000 with the family's homebuilding business.   In 2000 Mr Stratton took over as President Of American Premiere Homes with building operations in Nevada, California and Texas.  To date Todd has been involved in developing numerous residential and multifamily neighborhoods consisting of over 3,000 homes.

Jackson Su

Managing Partner
Bridge Tower Partners

Mr. Su is the Founder and Managing Partner of Bridge Tower Partners where he oversees all areas of the business.  Formed in 2013, Bridge Tower is a vertically integrated real estate investment manager and operator currently focused on the Dallas-Fort Worth and Houston markets.  Since its formation, the group has developed its own acquisition, rehab,  construction, leasing and capital markets capabilities internally.  Its portfolio of over thirteen hundred single family residential properties was built through a combination of bulk purchases as well as build to lease subdivisions.   Already with three existing rental communities (Brooklyn Village, Uptown Village and Bay Colony Pointe West), t ... (view full description)

Bob Swainhart

Vice President
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

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)

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)

Matthew Thrasher

Managing Partner
Thrasher Law Offices PLLC

Matt Thrasher is the Managing Partner of Thrasher Law Offices PLLC, a boutique firm specializing in real estate transactions with offices in Phoenix and Tucson. Matt’s clients pioneered the build-to-rent space and Thrasher Law Offices has been representing build-to-rent developers and investors for more than 10 years. Matt also represents entrepreneurs, financial institutions, real estate developers, and other companies and individuals. He handles an array of corporate, finance, real estate, and general business matters. Matt earned a Bachelor of Arts from Occidental College and graduated from Vanderbilt University Law School. He is licensed to practice in Arizona and Texas


Susan Tjarksen

Multifamily Capital Markets
Cushman & Wakefield

With 25 years of proven real estate experience, Susan Tjarksen has worked on a national level for private and public financial institutions and investors. She has acted as a receiver for residential, hotel, mixed-use and office real estate assets totaling over $500M and has handled foreclosure work totaling over $750M for banking and private capital clients. She is well versed in operating and managing businesses and real estate in receiverships and bankruptcy. During the course of her career, Susan has planned, built, designed, financed and delivered projects totaling over $1.5B in revenue. Working with private clients and institutional firms, she has successfully zoned, built a ... (view full description)

Greg Tobias

Schell Brothers

Greg Tobias is a Principal for Ocean Atlantic Companies and Schell Brothers overseeing acquisitions and new markets.  Prior to relocating to Delaware, he co-founded Ocean Atlantic International in 2004 with Preston Schell to develop residential and commercial property in Eastern Europe.  Ocean Atlantic International was a vertically integrated platform that included development (OAI Management), general contractor (Downtown Construction), architecture (element International), and brokerage (Ocean Atlantic Properties).  As part of a joint venture formed in 2011 between Ocean Atlantic International and MPC Properties (a Merrill Lynch Principal Investments operating company in Belgrade, Serbia) ... (view full description)

Chris Turitto

Principal, Acquisitions
Haven Realty Capital, LLC

Since joining Haven in 2012, Chris Turitto has been involved in the acquisition of more than $300 million of single-family and multi-family rental properties. He has more than 15 years of experience in real estate investment, development and capital markets spanning multiple commercial asset classes including multi-family, single-family rental, office and hospitality. Previously, Chris served as Vice President at Chicago-based The Prime Group overseeing the $395 million redevelopment of an 800,000-square-foot historic land- mark building in Chicago’s Central Business District into a JW Marriott hotel. Chris began his real estate career in the National Property Operations Group at ... (view full description)

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)

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Mr. Weinert has transacted and managed over 150 highly structured commercial real estate transactions and development projects requiring joint venture equity, mezzanine debt, senior secured construction debt, bridge loans, and permanent financing representing over $2.5B of terminal value.  Prior to forming Alter Mile Group in 2018, Mr. Weinert established and led the west coast Structured Finance and SFR Division at Walker & Dunlop following the firm’s acquisition of Johnson Capital in 2014, where Mr. Weinert was a Managing Director/SVP. Prior to this role, Mr. Weinert was an Investment Officer managing a $600M portfolio of investments with Emigrant Realty Finance, the balanc ... (view full description)

Clegg Wellborn

Head of Homebuilding

Clegg Wellborn is the Vice President and National Head of Homebuilding for Amherst Homes, the Community and Build-For-Rent Division of Amherst, a $10.9bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. In this role, he is responsible for leading the Land Development and Homebuilding Operations. Clegg brings more than 28 years of industry expertise to the firm. Prior to Amherst, he most recently held a leadership position where he led the startup of a fully integrated single-family rental homebuilding operation in Texas. Prior to this, he held leadership positions with local, regional, and national homebuild ... (view full description)

Margaret Whelan

Founder & CEO
Whelan Advisory Capital Markets

Whelan Advisory Capital Markets (“WACM”) is a woman-owned boutique investment bank and broker dealer focused on M&A and capital raising advisory exclusively for the residential housing and construction industry. As a trusted advisor, Margaret founded the firm in 2014 to offer a tailored and transparent approach to investment banking and a high level of service to her clients. Having advised clients in successful transactions representing more than $30 billion in capital raised over the last 25 years, she is an industry expert leveraging deep knowledge of relevant drivers, market players, current valuation and financing alternatives. Clients choose and return to WACM because M ... (view full description)

Keenan Williams

CoFounder & President

Keenan D. WiIliams, a Florida A&M University graduate, earned a bachelor's in Business Administration with a concentration in finance and minor in journalism. In 2009 he began his career in New York as a fixed income salesperson and by 2010 was selected to be a part of CBRE's Wheel Program class. He worked on the Loan Sales team and Debt & Equity Finance team as a Multifamily Mortgage Broker originating over $700M in structured loans. After which he moved on to Torchlight Investors, a $3B Debt Opportunity Fund where Keenan was responsible for buying CMBS B-Pieces and lending throughout the capital stack on Multifamily assets nationwide. Before co-founding REZI, Keenan lead an institu ... (view full description)

Todd Wood

Christopher Todd Communities LLC

Todd Wood, CEO of Christopher Todd Communities, is a leader in the Build To Rent industry.  Christopher Todd Communities was launched in 2016 as an early innovator in what has now grown into one of the hottest real estate segments in the country.  His diverse business background encompasses a dynamic career spanning nearly four decades.The company creates private luxury single-family rental smart homes within gated communities that showcase resort-style amenities.  Now armed with an exclusive, strategic partnership with America’s most trusted national homebuilder, Taylor Morrison, the two companies are co ... (view full description)

Todd Woodhead

Executive Vice President – Capital Markets
Walton Global Holdings

Todd Woodhead is Executive Vice President of Capital Markets for Walton USA. He is charged with growing Walton’s capital partner and client relationships and assists in the execution of new investment strategies for the Company.  Additionally, he is involved with new real estate acquisitions, and the disposition of Walton’s existing portfolio. Prior to joining Walton, Mr. Woodhead was a regional sales manager for a Fortune 500 high tech firm located in California where he managed both the financial and high-tech markets. Mr. Woodhead holds a Bachelor of Business Administration degree from Gonzaga University, and is a licensed FINRA member, with Series 24,7 and 63 licenses. ... (view full description)

Boris Zhuravel

Managing Director
CoreVest Finance

Boris Zhuravel is a Managing Director at CoreVest Finance where he originates and structures construction, bridge and term loans.   Prior to joining CoreVest Boris was as Principal at Aristone Capital where he was responsible for origination, structuring, underwriting, closing, and servicing construction and bridge loans. Boris began his career at Credit Suisse and subsequently worked at CIBC, Deutsche Bank and Ten-X where Boris built the capital markets desk and the firm’s European business.  Boris has a BA in Economics from Haverford College, and an MBA from Columbia Business School.
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 8th Annual Build-To-Rent, Land & Homebuilding Forum (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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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