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Justin Allen

National Sales Director
AppFolio

Justin runs the National Field Sales team for AppFolio Property Manager. He works with real estate companies across the country in developing strategies to leverage new technologies in the property management space. He has been a speaker and presenter for many real estate management associations and events - educating on various social media, time management and marketing aspects of property management.

Louis Amaya

CEO
PEMCO Capital Management

  Mr. Amaya co-founded and is the CEO of PEMCO Capital Management .  PEMCO Capital Management is  fund manager specializing in the acquisition and management of residential mortgage debt and real estate related assets.   Prior to co-founding PEMCO Capital Management, Mr. Amaya co-founded and was the Chief Investment Officer at National Asset Direct Inc., Capital Markets.  NAD Inc. was founded in October of 2006 to support the acquisition and management efforts of various investment funds in the distressed residential mortgage asset class.  Through the leadership of Mr. Amaya, the enterprise quickly grew to include four subsidiaries enabling NAD Inc. to more effective ... (view full description)

Daniel Amdur

CEO
Promisor Residential

Mr. Amdur founded Moving Station LLC in 1996 with a goal of revolutionizing relocation services. Previously he launched Executive Accommodations, Inc., a premier corporate housing company, which grew to become one of the largest in the Chicago area and later sold in 1995. Mr. Amdur led Moving station’s original strategy of designing industry-leading software to integrate all pertinent move information and expanded the business into a full service relocation provider. He has since diversified Moving Station’s business into a multi segment-focused full services firm, most recently launching the Promisor Residential division to be the operational arm managing and acquiring real estate assets. ... (view full description)

Eric Atlas

Managing Director
FirstKey Lending, LLC

Mr. Atlas joined FirstKey Lending in 2013. Prior to joining, FirstKey Lending, Mr. Atlas was a Vice President with Cerberus Capital Management, L.P. from 2009 to 2013, where he was involved in trading non-agency and agency residential mortgage-backed securities. Prior to joining Cerberus, Mr. Atlas worked with Residential Capital, LLC from 2008 to 2009, directly under the Chief Executive Officer, where he assisted in the management of the company. Prior to that, he worked at J.P. Morgan from 2006 to 2008, where he was responsible for helping construct and manage portfolios for high-networth clients in the private bank. Mr. Atlas is a graduate of the University of Pennsylvania.

Peter Baer

President and CEO of Strategic Acquisitions Inc.
Strategic Acquisitions, Inc.

Mr. Baer has spent over 30 years investing in Southern Californias real estate market. As Founder and CEO of Strategic Acquisitions, Inc. (SAI) as well as BDR, Inc., he is the driving force behind day-to-day operations. Mr. Baer combines a conservative approach to buying with an experienced professional team composed of more than 150 employees which is backed by the latest in technological support. Under his direction and management, SAI has become one of the premier acquisition companies buying distressed assets at courthouse auctions and via open-market transactions in Los Angeles County and Ventura County, Riverside, San Bernardino, Orange, San Diego and  Northern California, Arizona, and ... (view full description)

Edward Barasch

Senior Advisor
The Empire Group of Companies

Bruce Bartlett

Founder & President
Flip Great

Los Angeles/ Residential Investment Fund Manager/ Luxury Flipper/ SFR Wholesaler Mr. Bartlett has been invested in residential real estate since 1997, works to identify key markets to target, and uses his experience profitably renovating and repositioning residential acquisitions to maximize returns. Mr. Bartlett has completed significant research into and is profitably operating in the new and rapidly growing California ADU (Accessory Dwelling Unit) market.  In 2019 he founded FlipGreat a firm that partners with Sellers of distressed properties to increase their profits and decrease investment risk. Previously he managed the profitable acquisition, renovation and dispositi ... (view full description)

Dan Bathon

Co-Founder & CEO
VineBrook Homes, LLC

Dan is the co-founder and CEO of VineBrook Homes one of the earliest investors in the SFHR business. Since 2007, with institutional investment funds,  VineBrook has grown to over 3,300 + homes predominantly in the Midwest. The company is a completely vertically integrated SFRH investment business from acquisition, rehab, stabilization, property management & disposition.  VineBrook’s strategy has always been yield focused.   In 2000, Dan founded Windspeed Ventures and currently serves as general partner and chairman, an early stage technology venture capital firm based in Boston. MA. Windspeed led the A Round financing for VistaPrint in 2000 which IPO'd in 2005. H ... (view full description)

John Beacham

President
B2R Finance

John Beacham, B2R Finances President, has more than 17 years of finance experience. In the eighteen months prior to joiningB2R, John served as joint head of the single-family rental finance business within Deutsche Bank. John has completed more than $30 billion in financing transactions throughout his career including more than $5 billion in single family rental financings. Prior to Deutsche Bank, John worked at CS First Boston in the Financial Institutions Group. John is a graduate of Princeton University with an A.B. degree in economics.

Gary Beasley

CEO & Co-Founder
Roofstock

Gary co-founded Roofstock in summer 2015 and assumed the role as CEO to build an Internet marketplace focused on the $2 trillion single-family rental (SFR) sector.  Prior to Roofstock, Gary was CEO of Waypoint Homes and co-CEO of its successor company Starwood Waypoint Residential Trust (NYSE: SWAY), where he established himself as one of the leaders of the sector as institutional capital began to transform its landscape.  Prior to joining Waypoint, Gary served as both an operating executive and principal investor across a wide range of industries including hospitality, real estate, consumer Internet, and cleantech. After helping orchestrate Geolo Capital's controlling investment into Joie d ... (view full description)

Mike Bednarski

Managing Partner
Broome Capital

Broome Capital, LLC. is a Tampa-based real estate investment firm specializing in the housing sector across the Southeast. Broome Capital owns Proluxe Properties and Icon Residential, two platforms that invest in the SFR space and develop urban infill housing, respectively.  Mike Bednarski is a Principal of Broome and a 2nd generation operator/investor with extensive operational experience.  Mike's degrees include a University of Florida B.S. Building Construction, M.S. Business Management; and Columbia University M.S. in Real Estate Development.

Carl Bell

Managing Director & Deputy Chief Investment Officer
Amundi Smith Breeden

Carl is Deputy CIO, Managing Director and Senior Portfolio Manager with Amundi Smith Breeden. He has specialized in high yielding structured credit strategies for most of the past two decades. His current focus is emerging mortgage credit opportunities in both public and private markets. Carl co-founded Five Ten Capital, a firm focused on developing debt and equity strategies targeting the single-family rental sector of the market. Previously he was Team Leader for Structured Credit at Putnam Investments and a Senior Portfolio Manager and Director of Research with Smith Breeden Associates. Carl obtained an MBA from the Fuqua School of Business, Duke University, and holds a BS in Mathematics ... (view full description)

Stephen Blevit

Partner
Sidley Austin LLP

Stephen D. Blevit is primarily involved in structuring, negotiating and documenting complex business transactions involving both debt and equity. Mr. Blevit’s clients include Wall Street banks, special opportunities hedge funds, private equity funds, private debt funds, and corporations. Mr. Blevit’s transactions cover a variety of industries and, in particular, Mr. Blevit is known for his work in transactions involving residential non-performing mortgage loans and REOs. Prior to joining Sidley, Mr. Blevit worked for billionaire entrepreneur, Eli Broad, as the Assistant to the Chairman of SunAmerica Inc. While working for Mr. Broad, he handled mergers and acquisitions and corporate dev ... (view full description)

Joel Block

CEO
InvestorValet

Joel G. Block is the managing director of a real estate hedge fund that acquires distressed assets nationwide, plus he has been a principal in over 40 syndicated transactions throughout his career. For much of the last 20 years, Joel was in the venture capital business - frequently on the entrepreneur side of the table. Though he has conceptualized, capitalized, operated and sold several companies, his favorite was the development of a personalized financial product which he sold to a Fortune 500 company in 1995. In 2012, Joel formed a team to launch the Bullseye Capital Real Property Opportunity Fund, LLC, a real estate hedge fund that acquires distressed multi-family and commercial assets ... (view full description)

Daren Blomquist

Vice President
RealtyTrac

Daren Blomquist, Vice President, RealtyTrac Since joining RealtyTrac in 2001, Daren Blomquist has been instrumental in many facets of the company's business as it has transformed into the industry leader it is today. In addition to being one of the company's longest-term employees, Daren is RealtyTrac's primary media spokesperson and resident go-to expert on foreclosure statistics and trends. Daren is directly responsible for the creation of the company's U.S. foreclosure market and sales reports, which are cited by thousands of media outlets nationwide — including all the major news networks and leading publications such as The Wall Street Journal, The New York Times and USA TODAY. He has b ... (view full description)

Marty Boardman

Owner
Rising Sun Capital Group

Marty Boardman is the owner of Rising Sun Capital Group, LLC, a real estate investment firm based in Gilbert, AZ. His company rehabs homes in the greater-Phoenix and greater-Milwaukee housing markets. He’s been the principal in over 250 single-family home transactions and more than 100 since the housing market crash in 2008. Currently, he’s rehabbing 26 properties in the Milwaukee area. Mr. Boardman is a published author of the book Fixing and Flipping Real Estate: Strategies for the Post-Boom Era and has been a regular contributor to BiggerPockets.com, a national online real estate investment magazine. His articles have appeared on Realtor.com and AOL Real Estate. He’s an accredited inst ... (view full description)

Dave Bragg

Managing Director
Green Street Advisors

Dave leads Green Street's Residential Research team, covering the apartment, self-storage, student housing, manufactured housing, and single-family rental sectors. He is a member of the National Multi-Housing Council (NMHC). Prior to joining Green Street in 2013, Dave developed and led the REIT effort at Zelman & Associates. Before that, he was a member of the REIT teams at ISI and Merrill Lynch. Dave earned his B.A. in International Relations from Tufts University and M.A. in International Business from the University of Florida.

Elizabeth Braman

Chief Production Officer
RealtyMogul.com

Elizabeth is the Chief Production Officer at RealtyMogul.com and sits on RealtyMogul.coms Investment Committee. An award winning finance executive and CCIM with 15 years of experience in commercial real estate, Elizabeth is responsible for leading all equity and debt real estate investment opportunities. Previously she was with ReadyCap Commercial, where she headed originations for a national small balance commercial real estate platform. Elizabeth earned her JD and MBA from George Washington University.

Michael Breese

President
Pinpoint Equity Group

With more than 16 years of experience in the real estate industry, including more than 11 years as an investor in flips and rentals Micheal has successfully flipped more than 50 homes for his personal real estate portfolio. He has served as a consultant to some of the top 10 national field service companies and has led countless panel discussions on the topics of buying, renovating and selling real estate. His entrepreneurial drive and technology-driven approach to managing real estate has allowed him to remain ahead of the curve in industry trends and profitable investment opportu ... (view full description)

Doug Brien

Co-CEO & Co-Founder
Mynd Property Management

Doug Brien is endlessly curious about property management innovation and passionately committed to building solutions for the real estate arena. Prior to being Co-Founder/CEO of Mynd, he was CEO of Starwood Waypoint Homes, (NYSE: SWAY), and grew the company to 500+ staff members, managing over $3 billion in rental properties across the country. He was named Ernst & Young Entrepreneur of the Year in 2014, and Goldman Sachs Top 100 Most Innovative Entrepreneurs in 2012. Doug is also a former NFL placekicker who won the Super Bowl XXIX championship as part of the San Francisco 49ers in 1994. When Doug’s not obsessing over real estate and challenging tradi ... (view full description)

Katharine Briggs

Chief Operating Officer
B2R Finance

Katharine Briggs is the Chief Operating Officer of B2R Finance. With over 20 years of experience in commercial real estate investments, Katharine most recently served as managing director for BlackRock Solutions, overseeing the Charlotte office for the institutional investment firm. Her extensive experience in commercial real estate investments also includes leadership positions at Summit Properties, a $2 billion publicly traded real estate investment trust (REIT) where she was vice president of finance. She also served as assistant vice president at First Union Securities, overseeing the firms bridge, mezzanine and equity commercial real estate investments.

Christian Broadwell

CEO
Realty Pilot, LLC

- Acquisition to rental technology Developer - Real estate analytics - Enterprise technology designer, CEO and founder of Realty Pilot. A technology company that has developed one of the first enterprise  asset management including acquisition-to-rental platform for the financial & real estate industries providing acquisition and asset management in a single solution allowing to connect networks of asset companies, agents, contractors and 3rd party vendors all in one place. View overview here http://www.youtube.com/watch?v=HlfqGTu5MLQ Christian brings with him 10 years in the real estate industry, 17 years of successful aerospace engineering, large scale semiconductor design, and sales m ... (view full description)

Andrew Broeren

COO
Lafayette Communities

Andrew Broeren is the Chief Operating Officer at Guardian Residential. Andrew has founded and invested in several companies involved in design, renovation, construction, and technology relating to commercial and residential properties. He has acquired, renovated and sold over 400 homes located in several states ranging from high yield investments to luxury residential developments.  Prior to moving to the USA in 2009, Andrew was the Managing Director of a property investment company in London dedicated to acquisitions, sales and leasing of large developments involving hundreds of residential units. He was also previously the Head of Structured Finance for Southern Europe at HSBC Bank c ... (view full description)

Ben Brunson

Director, Vendor Performance & Subservicing Oversight
loanDepot, LLC

Bill Bymel

Managing Director
Spurs Capital - NPN Capital Management

Bill Bymel has a reputation for identifying investments with strong return and advising clientele on proper acquisition and disposition of real estate related assets in Florida.  Since 2002, Mr. Bymel has managed and brokered real estate portfolios and provided mortgage service consultation for major financial institutions such as Wells Fargo Bank and JP Morgan Chase as well as private fund managers such as Wexford Capital, Spurs Capital, and Tiptree Financial.  He has pursued this while a partner at Retail Sites International, a 35-year old boutique commercial real estate brokerage that specializes in site selection on behalf of nationally know and publically traded restaurant or retail com ... (view full description)

Chris Capolongo

CEO
BLT Homes

Mr. Capolongo is a Managing Director in Building and Land Technologys (BLT) Investment Management division and CEO of BLT Homes. Mr. Capolongo has over 18 years of commercial and residential real estate experience. In total, BLT has more than 6,000 homes in 11 U.S. markets.

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

Oliver Chang

Managing Director
Sylvan Road Capital, LLC

Oliver Chang is a co-founder and managing director of Sylvan Road Capital. Oliver is a thought leader on the topic of institutional investments in distressed single-family housing, having served both investors and government agencies. His housing research is often cited in the media at outlets including CNBC, NPR, Reuters, Bloomberg, the Wall Street Journal and the Washington Post. Before co-founding Sylvan Road, Oliver served as Morgan Stanleys Head of US Housing Strategy and is best known for correctly predicting the trajectory of home prices since 2007. He focused on all aspects of the housing market including home price dynamics, supply and foreclosure issues, dem ... (view full description)

Walter 'Wally' Charnoff

CEO
Investability

Expertise - Real estate analytics - Rental market valuations - Securities and real estate investment - Technology design and implementation Years of Experience in Mortgage Industry 15+ Highlights Walter Charnoff is a widely recognized subject matter expert in real estate analytics and rental market evaluation. He has over fifteen combined years of knowledge and competency in the securities and real estate investment technology industries. He has appeared in interviews with CNN, Wall Street Journal, MarketWatch, Forbes, and Investor's Business Daily, and as a panel member and roundtable participant at various industry trade events and strategic partner client confere ... (view full description)

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

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

Gene Clark

President
5 Arch

Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.

Christopher Clothier

Partner/VP Sales & Marketing
Memphis Invest, GP

Memphis Invest, GP is a family-owned investment firm founded in Memphis, TN. The family enters their 17th year assisting real estate investors with passive investments in the single-family category.  Today, the company operates in seven markets:  Memphis, Dallas, Houston, Oklahoma City, Tulsa, Little Rock and St. Louis. The company manage just over $700 million in investment portfolios for single-family residential investors. With 2,000+ clients and 6,000+ properties under management, they have developed the software, systems, processes and protocol for managing large portfolios and scaling this business platform in multiple cities quickly and efficiently. The company is owned and operated b ... (view full description)

Doug Cochrane

Senior Vice President of Underwriting
Patch of Land

Douglas Cochrane, Senior Vice President of Acquisitions and Underwriting for Patch of Land, Inc. Doug is entrusted with building strong relationships with our Developer partners and oversees the underwriting and due diligence of all loans. Doug comes to Patch of Land with over 20 years of real estate experience as an award winning Senior Loan Officer, Appraiser, Project Manager and Investor. For 15 years, he originated and underwrote well over $200 million dollars in residential and commercial loans throughout the US. During this time, Doug was also an active member of the Massachusetts Legislation & Compliance Committee. As a top performing licensed RE Appraiser, he spent several years ... (view full description)

Kevin Conlon

Principal
Meridian Pacific Properties

Kevin Conlon is Principal & Co-Founder of Meridian Pacific Capital, LLC, a full-service real estate company specializing in high-yield build-for-rent investments in the Memphis, Tennessee metro area.   The company develops land to create subdivisions, builds new single-family homes, manages the properties, and sells to investors through its own real estate brokerage. Meridian provides stabilized, high cash flow properties and portfolios of single and multi-family real estate to private investors, family offices, investment funds, REITs, and asset managers.  As a turnkey operator, the Company property manages over 900 units and has been a builder of single-family homes and apartments sinc ... (view full description)

Tim Connors

Executive Vice President
HomeStar, LLC

Tim Connors is a mortgage-banking expert with 30+ years of experience in the financial services arena. He has a deep knowledge in the areas of loan origination, mortgage valuation, asset securitization, default mortgage servicing, asset liquidation and securities trading. Prior to joining HomeStar, Connors served as Managing Director of Pantelan Group, where he was responsible for business development efforts and establishing the single-family residential mortgage loan business. Connors has managed mortgage businesses for a range of organizations, including real estate servicers, regional banks and investment banks. Connors is committed to contributing to his community and in the past, has s ... (view full description)

Michael Cook

CIO
MCB Capital

Michael has over 12 years of investing and real estate operating experience. He is the Chief Operating Officer of Streetlane Homes responsible for maximizing the operating and financial performance of the company’s investments through active day-to-day and strategic management.   Prior to Streetlane, Michael worked at GTIS Partners as a Director of Asset Management, where he managed a $2 billion portfolio of residential, office, and hotel assets. Prior to GTIS Partners, Michael worked in Wells Fargo’s Real Estate Special Situations Group, where he handled numerous distressed-debt restructures and foreclosures across all property types, all geographies and all levels o ... (view full description)

Erik Cribbs

Senior Program Advisor, Asset Sales
U.S. Dept. of Housing and Urban Development

As Senior Program Advisor in FHA’s Office of Asset Sales, Erik is responsible for the management of FHA’s Single Family Distressed Asset Stabilization Program (DASP). In this capacity, he oversees all aspects of the program from the acquisition and marketing of non-performing notes from Single Family servicers through the settlement and transfer of the loans to FHA’s buyers. A 14-year veteran of the housing finance industry, Mr. Cribbs began his career with Ernst and Young, where he served as a consultant to Fortune 500 companies and the United States Government. After leaving Ernst and Young, he held various management positions in the home building sector with both a regional and a ... (view full description)

Christopher Crippen

Managing Partner
Azul Asset Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)

Earl Crouse

Director of Acquisitions
Blue Mountain Homes

Earl Crouse a licensed Broker in both California and Nevada for the last 17 years. With extensive experience in real estate sales, property management, construction development, and asset acquisitions, Mr Crouse is responsible for identifying and acquiring distressed properties nationwide that can be rehabbed and resold for solid investment returns.

Joseph Cvelbar

Director of Housing Counseling
Consolidated Credit Services

Joseph Cvelbar is currently the Director of Housing at Consolidated Credit Solutions, a HUD Certified Housing Counseling agency. Consolidated provides assistance to consumers at all points of their financial lives, and Consolidated has assisted over 5 Million consumers in the last 25 years. As Director, Mr. Cvelbar regularly meets with regulators, servicers, and other stakeholders to devise national programs designed to implement the common goals of all parties in a complex regulatory tableau. Consolidated has participated in many national programs such as the Hardest Hit Program, the Department of Treasury’s Post Modification counseling program, and the Reverse Mortgage Charge Loss Mitigati ... (view full description)

Mike Daniels

VP Real Estate Solutions, Product Development
Trax Financial LLC

Michael comes to Trax as Vice President with more than two decades of experience leading organizations throughout the US, India, Central and South America, with the latter portion in the REO, Real Estate and Mortgage industries. As a Senior Manager with the nation’s largest REO servicer responsible for tenant-occupied and vacant asset management, Michael led global teams delivering 25,000 closed transactions per year, approximately 1% of all US Real Estate transactions in 2012, generating $3 billion in gross annual revenue. Previously, as COO/Managing Director of an investment firm, he managed real estate acquisitions and operations, directed development for a mortgage firm, and held various ... (view full description)

Stuart Denyer

CEO
New Western

David Dolan

Chief Operations Officer
ZVN Properties Inc.

With nearly three decades of experience in all facets of banking, lending and mortgage field servicing, Dave Dolan has grown and transformed both private and public held businesses through his leadership, industry knowledge and consumer insight. Throughout his 25 plus year career, Dave has held multiple senior leadership positions focused on improving operation efficiency and revenue growth. His results oriented approach to management and commitment to quality ensures a Best in Class customer experience.

Matthew Donowho

Partner
Listo Lending LLLC

Kedo founding partner, Matthew Donowho, boasts more than two decades of experience in a broad array of real estate ventures, and has participated as a principal in more than 2,000 commercial and residential real estate transactions. Mr. Donowho became a landlord in his late teens, and then quickly expanded his real estate portfolio by acquiring and redeveloping distressed homes for several years. After building a strong knowledge base of capital structure analysis and debt and equity origination, Mr. Donowho’s next venture was Agile Funding; a Loan-to-Value based Hard Money lending company. Mr. Donowho saw significant opportunity to use his experience in management, finance, acquisitions ... (view full description)

Graham Doran

Vice President, Real Estate Product Manager
SES Insurance Brokerage Services, Inc.

Responsible for the growth of the SES Real Estate Investor program initiative.  Prior to joining SES was a Vice President of Corporate Development at Arrowhead General Insurance Agency, Inc. focused on developing the Professional Liability portfolio.  Began career as a Reinsurance Broker for EW Blanch and Collins.  History degree from Princeton University.

Brian Duggan

President
Guardian Capital

Guardian is a vertically integrated real estate investment and operating platform with nationwide acquisitions, management, servicing and brokerage capabilities. Brian Duggan is responsible for overall execution of fund strategy, with particular emphasis on financing, operations, and investor relations. Mr. Duggan brings Guardian almost two decades of experience in entrepreneurship, real estate, finance and investments having acquired, developed, managed and disposed of more than $1 billion in real estate across all asset classes. He was previously a Principal at the Harlem Irving Companies and also worked with Mesirow Financial Real Estate, Ernst & Young Corporate Finance, and UBS Paine ... (view full description)

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

Kevin Dwyer is managing director and head of residential mortgage-backed securities (RMBS) ratings and research for Morningstar Credit Ratings, LLC. He is responsible for development, implementation, and maintenance of ratings for RMBS and single-family rental transactions as well as management of the RMBS analytical team. Before joining Morningstar in 2012, Dwyer had 12 years of experience in RMBS trading, analysis, and ratings. He worked for another rating agency where he rated all types of non-agency RMBS and also spent a number of years at Credit Suisse Group, where he traded mortgage loans, underwrote securitizations, and valued bond holdings. Previously, Dwyer spent tw ... (view full description)

Sarah Edelman

Senior Policy Analyst
Center for American Progress

Sarah Edelman is a Senior Policy Analyst on the Housing Finance and Policy team at the Center for American Progress. Her work focuses on foreclosure prevention, single-family rental, and promoting access to affordable housing. Edelman’s publications have been cited by The Financial Times, MSNBC, and Bloomberg, among others, and have been used as a resource by numerous advocacy and community groups across the country. Prior to American Progress, Edelman worked in the areas of community development, community organizing, and consumer protection at Public Citizen, Community Legal Services, the office of Sen. Sherrod Brown (D-OH), and the Federal Deposit Insurance Corporation, or FDIC, Divisi ... (view full description)

Mark Edmondson

President
KC Metro Homes, LLC

Mark Edmondson Bio September 2014 Mark has a Bachelor of Science degree from William Jewell College. He had a 25 year career at Enterprise Rent-A-car last serving as Vice-president of Fleet Services. While there he did real estate investing on the side. Eventually he was able to leave there and work in the Real Estate field full time which he’s now been doing for 10 years. Mark became a Financial Advisor at Bridge Financial. He wrote over 500 loans to investors to fix and flip properties. He also was involved in local land development, building vacation condominiums in Mexico and provided funding for 2 new downtown restaurants. In 2010 Mark started KC Metro Homes. The company is sel ... (view full description)

Lynn Effinger

SVP of Institutional Services
RIO Software Solutions, Inc

Lynn Effinger is a respected veteran of more than three decades within the housing and mortgage default servicing industries. He has held such diverse positions as business development manager for Assurant Property Advantage (part of Assurant, Inc., a Fortune 500 company), senior vice president for Olympus Asset Management, and vice president-REO manager for three of the nations largest mortgage lenders. Lynn brings to ZVN unique experience and expertise in operations leadership, marketing, and business development. He is also an accomplished public speaker and the author of the inspiring memoir, Believe to Achieve The Power of Perseverance.

Thomas Eggleston

CEO
RENU Management

CEO of RENU Management, an independent operator in 12 cities, of integrated Broker management of offer and escrow, construction and property management. The property management services are in 8 States, with direct management of over 2000 single-family homes for the GSEs, Banks and private investors. Formerly CEO of CP Morgan, the 7th largest US private Homebuilder, located in the Midwest and the Carolinas. Winner of 2009 Big Builder Magazine APEX Award for innovation in the industry. Previously he was COO of a global $6B consumer products business and CEO of the Asia Pacific public company. Founder of a medical device company with installations in over 30,000 Hospitals and clinics globally. ... (view full description)

Mike Elam

COO
ASONS

Chief Operating Officer Mike Elam As a Master Six Sigma Black Belt who began his career in 1990, Mike has amassed 24 years of broad based, Operations and Banking experience. Mike is responsible for the national operational leadership of ASONS for Preservation, Renovation and Construction services. His focus is on leveraging, supporting and aligning employee and vendor networks to enable the company to develop and deliver exceptional customer service as well as grow the network and client base.

Socrate Exantus

General Manager
All County Professional Property Management

Socrate Exantus is the Owner/General Manager of 2 All County Property Management offices in Florida. Socrate leads a team that manages over 1,500 single-family homes. Prior to joining All County, Socrate served as a Senior Manager in the Telecommunications industry and had responsibilities for Real Estate office move projects. Socrate holds a B.A in Management from the University of Central Florida, and a Masters in Project Management from the George Washington University.

Cody Faller

Managing Director
Javlin Capital LLC

Cody serves as Managing Director of Business Development at Javlin Capital. Javlin invests with experienced buyers of secured and unsecured, performing and non-performing consumer loans including: charged-off credit card receivables, installment loans, student loans, auto loans, self-pay medical receivables, legal advance claims, and other specialty assets. Javlin invests with companies that originate, underwrite and service litigation finance assets, including plaintiff advances, medical liens, and law firm loans. Through operating partners, Javlin has also built a residential whole loan and real estate portfolio including re-performing and non-performing 1st liens, mortgage deficiency bala ... (view full description)

Roger Faulkner

CEO
RBD House Buyers

Roger Faulkner is the President/CEO of RBD Ventures Inc. RBD Ventures is a Residential Redevelopment Company located in San Diego California. RBD Ventures Inc. has bought, renovated and resold nearly 200 properties since it's inception in 2009. RBD is currently looking to expand it's footprint to all of California and has opened a Fund to raise 20 million dollars.

Mark Filler

Consultant
SMS Assist

 
Mark Filler is founder and CEO of Jordan Capital Finance. Jordan lends in over 40 states and offers fix and flip, long term rental, single family, small multifamily, and new construction loans. We are extremely well capitalized by institutional equity and debt. We provide lines of credit and loans up to $7.5M.

Prior to Jordan Capital, Mark was founder and CEO of Prospect Mortgage and Prism Mortgage. Both companies had over 2,000 employees and their combined loan volume is $125 Billion.

If you want education: University of Michigan and Harvard Law School.
 

Christopher Flanagan

Managing Director
Bank of America

Chris Flanagan is Head of US Mortgage and Structured Finance Research at Bank of America Merrill Lynch.   He was Head of ABS, CDO and CMBS Research at JP Morgan, where he worked since 2010. Prior to that, he held positions as the Head of ABS and MBS Research at Merrill Lynch.   In recent years, Chris has been highly ranked in various MBS and ABS categories in the Institutional Investor Fixed Income Research Survey and was widely recognized for his early call on the subprime mortgage collapse. He is ranked #2 for total number of appearances on the Institutional Investor team over the past twenty years.   He holds BS and MS degrees in Electrical Engineering ... (view full description)

Gretchan Francis

Regional Vice President
Proctor Financial, Inc.

Ms. Francis joined Proctor Financial in 2011 as Regional Vice President, offering lender-placed, REO, and insurance tracking solutions to loan servicers nationwide.  With over a decade serving the financial institution and insurance markets, her breadth of knowledge includes origination, compliance, borrower experience, risk transfer, insurance tracking, and technology that supports servicing.

Ms. Francis earned her undergraduate degree from The University of Mount Union, and MBA from Youngstown State University, and currently resides in Cleveland, OH.  
 

Simon Frost

President and Chief Operating Officer
Key Property Services

Simon co-founded The American Home in 2011, building its operating company and acquiring over 2,450 homes.  The American Home's assets were sold to Silver Bay.

Simon co-led Key Properties as President and COO from 2013 to 2015. Key has purchased over 6,500 homes for its funds and its clients.  Key's nine liquidated funds have achieved an average internal rate of return of 71.3%.  Simon helped build Key's operating company, encompassing asset valuations, acquisitions, construction, property management, leasing, maintenance, and brokerage divisions.

Simon is an active CPA in Washington DC, and holds a BA and MA in Economics from Cambridge University in England.

Don Ganguly

Chief Executive Officer
HomeUnion Inc.

Don Ganguly is the founder and chief executive officer of HomeUnion, an online real estate investment management firm specializing in single-family rental (SFR) investment properties for the individual investor.Mr. Ganguly is an entrepreneur and expert in the acquisition and management of distressed residential real estate. He was the founder and chief executive officer of what is now Oracle Financial Services BPO (originally Equinox), a subsidiary of Oracle, that provides loan processing, servicing and back-office financial reporting services for banks and large private equity investors.He was also an advisor to Acqura Loan Services, a special servicer of distress ... (view full description)

James Graff

Co-Head of Real Estate Investment Banking
Raymond James & Associates

James Graff joined Raymond James in 2001 and has spent the majority of his career in the Real Estate Investment Banking Group covering REITs, lodging companies and home builders. He has managed more than 100 equity transactions that raised over $15 billion in various forms of capital in the public and private markets, and he has represented clients in numerous M&A transactions worth in excess of $3 billion. Prior to joining Real Estate Investment Banking, Mr. Graff worked at Raymond James Capital, a middle-market merchant banking fund, and at Robertson Stephens and Merrill Lynch investment banking, where he assisted clients in executing several mergers and acquisitions, public offerings ... (view full description)

Denia Graham

President
Nations Property Solutions

Denia Graham is a proven corporate leader with an entrepreneurial philosophy who inspires and motivates teams. Her 30+ year real estate career includes property preservation, appraisals, technology, remodeling, property management, leasing, HUD management & marketing, REO-to-rental and asset management of both residential and commercial portfolios. Denia has large corporate experience as well as expertise working in a fast-paced, ramp-up, entrepreneurial environment. She was instrumental in successfully ramping up the first national single-family property management business in the nation, for a publicly traded $2.5 billion dollar corporation. This involved managing over 17,000 tenant-occupi ... (view full description)

Brian Grow

President of MCR
Morningstar Credit Ratings

Brian Grow is managing director of residential mortgage-backed securities (RMBS) and asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. He is responsible for development, implementation, and maintenance of the ratings and surveillance process for RMBS, ABS, and single-family rental securities, as well as management of the RMBS and ABS analytical teams.   Before joining Morningstar in 2011, Grow spent 10 years in ABS and RMBS ratings and research at another rating agency. During that time he formed the agency’s RMBS criteria and modeling team, which developed and proposed new ways to identify and model risk in RMBS transactions. H ... (view full description)

John Gutman

Vice President of Sales & Acquisitions
MACK Companies

John Gutman is the VP of Sales and Acquisitions for MACK Companies, and is responsible for the strategic purchase of all residential properties as well as management of the sales and acquisition staff. John brings with him a passion for real estate investing, a mind for analytics and aptitude for property value assessments. He has sold over $450M in residential assets throughout his career, generating millions in returns for the individual and institutional investors he works with.John Gutman has been named the top producer in Chicago-land every year since 2010 by the Chicago Association of Realtors and Mainstreet Organization.

Randy Hagedorn

Director of Acquisitions
Broadtree Homes

Randy serves as Director of Acquisitions for Broadtree Homes, which is based in Rochester, NY. Randy’s current responsibilities include developing and managing acquisition procedures; sourcing, valuing and analyzing potential real estate opportunities; and leading the Broadtree team, which includes third-parties, to close transactions. Randy has 12 years of real estate experience primarily in the multifamily industry. Prior to joining Broadtree Homes, Randy served as Chief Operating Officer and Real Estate Acquisitions Consultant for Tones Vaisey, PLLC, a boutique law firm specializing in business and real estate related transactions. Randy holds dual Bachelors degrees from the University of ... (view full description)

Corey Hanker

Managing Partner
Fortus Partners

Benjamin Hellweg

Head of Acquisitions
Home Partners of America

Jilliene Helman

Chief Executive Officer
RealtyMogul

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

John Helmick

CEO
Gorilla Capital

John Helmick, age 58, is co-founder and CEO of Gorilla Capital.  Founded in 2006, Gorilla Capital is one of the nation’s leading purchasers of distressed real estate and one of the largest fix and flip real estate companies in the nation. Through its own initiatives, and by providing select real estate investors throughout the United States with the resources necessary to buy, remodel and sell distressed properties, Gorilla Capital is actively engaged in the revitalization of neighborhoods, and increasing neighborhood property values. With annual revenues approaching $100 million, Gorilla Capital is headquartered in Eugene, Oregon.   Prior to Gorilla Capital, Mr. Helmick was an o ... (view full description)

Steven Helser

Chief Executive Officer
ASONS

Steven Helser is the Chief Executive Officer of ASONS with the responsibility for providing strategic leadership for the corporation. From October 2011 until he assumed his current position in 2014, Steve serviced as Vice President and Chief Operating Officer of ASONS and had the responsibility for overseeing national operations in support of ASONS’ Renovation, Turns, Single Family Residential Repair & Maintenance, Real Estate Preservation and Inspection sectors. Steve’s open-minded approach to problem solving and listening to customers' needs has enabled ASONS to expand the company's service offering and complete over 30,000 Single Family Renovation and Repair Projects since ... (view full description)

James Herbert

Co-Founder and President
LendingHome

James Herbert is the Co-Founder and President of LendingHome, an online mortgage marketplace providing rental and bridge financing to borrowers and allowing investors to invest in these loans. Formerly, James founded Two Bridges Real Estate (“TBRE”), a single-family rental fund focused on Las Vegas and Atlanta. Prior to TBRE, Mr. Herbert helped found Colony American Homes and ran its Acquisition group helping purchase the first ~4000 homes. Prior to Colony American Homes, Mr. Herbert was a Vice President at Colony Capital and a Vice President in Investment Banking at Morgan Stanley. Mr. Herbert graduated with a B.A. in Economics from Stanford University and an M.B.A. from Stanford Business S ... (view full description)

Tim Herriage

Manager
DFW Investors

Tim Herriage is the Founder & CEO of 2020 REI Group, a collection of entrepreneurial real estate investment companies specializing in brokerage, acquisition, disposition, private equity, nationwide financing, and advisory services.  Herriage has been on the leading edge of the real estate investor space for over a decade, founding the REI Expo and previously serving as Managing Director for Blackstone’s B2R Finance and Franchisee & Development Agent for HomeVestors® of America.  Herriage has acquired more than 1,200 single-family investment properties and completed more than $1 billion in real estate transactions, predominately in the North Texas area.  In addition to bei ... (view full description)

Libby Hertz

President / COO
Key Residential Services

Libby Hertz serves as President and COO of Key Residential Services a subsidiary of Key Property Services which manages all aspects of approximately 100 turnovers per month (Tenant-ready) in 5 different markets. The group also manages Section 8 placement and management, as well as third-party eviction services. Services also include tenant placement and construction across multiple markets.Ms. Hertz is a member of the senior management team at Key. Prior to joining Key, Ms. Hertz spent over eight years providing consulting services to companies across markets and specialized in assisting medium companies manage growth responsibly. Ms. Hertz has held executive positions within the singl ... (view full description)

Bill Hodges

VP Business Development
Knipp Contracting

Bill Hodges Vice President of Business Development Serving as Vice President of Business Development for Knipp Contracting, Bill has 30 years of industry experience in all facets of Home Building and Repairs. Bill has been a general contractor for over 25 years and a consultant for the last 15. Bill’s day to day management leverages his experience in both corporate home building from his time with Toll Brothers performing Corporate Oversight for the Western Region at one time overseeing over 70 communities during the housing boom. As a general contractor, Account Manager, Bank of America Properties for a Southern California firm managing cradle to grave operations of REO assets from Fresno ... (view full description)

Buck Horne

Senior Vice President, REIT Research
Raymond James & Associates

Buck Horne joined Raymond James Equity Research in 1999 and has been a research analyst since December 2004. He began covering the housing sector, including homebuilders and residential REITs, in April 2007. Prior coverage included environmental services, transports/logistics, and airlines as both a research associate and research analyst. Mr. Horne has been recognized seven times in the StarMine Top Analyst survey and has also been recognized in The Wall Street Journal Best on the Street survey. In addition, he has been regular guest on CNBC offering insight into the housing sector, and has also been widely quoted in major media outlets such as Bloomberg and The Wall Street Journal. Mr. Hor ... (view full description)

Steve Hozie

CFO & COO
HomeStar Property Solutions

Anny Huang

Partner
Sidley Austin LLP

ANNY HUANG is a partner at Sidley Austin LLP and serves as chair of Special Opportunities in its Global Finance practice. Her practice includes loan transactions and special opportunity financings for the real estate market, including REO to rental, warehouse facilities, mortgage backed securitizations, structured financings and loans to real estate funds (such as subscription and capital call facilities and margin loans). She represents and advises international banking clients, leading investment funds and public and private corporations.Ms. Huang has been recognized by several publications, including Chambers USA, as a leading lawyer in the area of capital markets and in 2013 ... (view full description)

David Jacobs

Principal
Quartz Mountain Capital

David Jacobs is a seasoned real estate investment and finance entrepreneur. David has experience as a principal in a large array of real estate partnerships including subdivision development, commercial development, single- and multi- family rehab, rental, and flipping, as well as distressed notes and private lending. He has created and managed multiple successful private equity funds and specializes in strategic planning, resource development, capital and debt management, as well as financial analysis and planning. David’s talents and dedication to investors enable him as a leader in strategic planning, financial management, resource development, and investor relations.

Kelly Johnson

National Sales Executive
ServiceLink, a Black Knight Company

Currently offering a full suite of programs, solutions, products and services that empower our partners to streamline the default process. Customers range from the mid-size tier client thru some of the countrys top 10 lenders, non-lenders and investors. With a strong background in vendor management and mortgage lending Kelly has become well versed in many aspects within the Residential Mortgage industry ranging from Title, Valuation and Real Estate Sales in addition to an array of multifaceted support platforms.

Robert Johnson

Account Executive
TruAssets, LLC

Robert Johnson is an account executive in the maintenance department at TruAssets, LLC. where he brings 30 plus years of progressively responsible experience in the construction industry. Robert was previously Director of Sales with Vineyard Services, one of the largest Construction Services companies in the United States. Mr. Johnson brings a wealth of knowledge and experience, in the SFR market from his time as Service Operations Manager at Colony American Homes. While with Colony American Homes, Robert saw the portfolio grow from 3,000+ to 15,000+ properties. TruAssets, LLC is a company specializing in property preservation, default servicing, and repair of Single Family Residences.

Meghan Jones-Rolla

Vice President-Corporate Counsel
ServiceLink

Meghan Jones-Rolla is Vice-President and Corporate Counsel of ServiceLink, a Black Knight Company that provides residential real estate title and closing services throughout the United States. ServiceLink is a subsidiary of Fidelity National Financial, Inc. (NYSE:FNF). Ms. Jones-Rolla supports all of ServiceLink's default services, which includes default title and closing operations, foreclosure support, bulk purchases of foreclosed properties by institutional investors, default technology solutions, property inspection, property preservation, and REO asset management operations. Ms. Jones-Rolla has also assisted in the development of ServiceLink's REO to Rental transaction processes. Prior ... (view full description)

Michael Kalis

CEO and President
Copper Bay

Mike Kalis is the President and CEO of Copper Bay.  Copper Bay works to aquire land, develop, build homes and then rent and manage those properties.  Currently, Copper Bay manages over 450 single family homes and is added 15 to 20 homes a month in a very measured fashion in the Michigan and Indiana markets.   Prior to running Copper Bay, Mike started Marketplace Homes, a brokerage that manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales.  Our consumer product provides guaranteed rental income to ... (view full description)

Todd Katler

CEO
Anyone Home, Inc.

Todd Katler is the CEO and Founder of Anyone Home Inc., a contact center serving the rental housing industry. Anyone Home fields leasing and service calls from prospective and existing residents. It also enables real-time showing management by connecting prospects with leasing agents during their initial inquiry. Anyone Home is the most widely used leasing solution in the single-family rental housing industry. Prior to launching Anyone Home, he served as Chief Strategy Officer for Property Solutions International, Inc., where he was responsible for the core vision and direction of the Property Solutions’ product suite. Todd has spent 17 years in the multifamily industry holding ... (view full description)

Danny Kattan

CEO Founder
Pia Residential

Daniel Kattan is the Founder of Sell2rent.com and a Principal/Cofounder of PIA Group USA.   He Cofounded, PIA Group, an early institutional player in the SFR rental asset class. In 2009 he saw the opportunity to put together all the pieces necessary to bring institutional capital to the SFR rental market and grew the company to over 800 units of inventory between single and multifamily residences. To manage this operation, they created a vertically integrated company with construction, property management, maintenance, acquisitions, brokerage, and capital market divisions and grew ... (view full description)

Jordan Kavana

CEO
Transcendent Investment Management

Jordan Kavana established Transcendent Investment Management in 2008 to lay the foundation for his vision of a data-driven real estate investment platform in the single-family residential space to capitalize on what he saw as clear opportunities created by the distressed U.S. real estate market of the time. After further developing his proprietary ERP solution, TIAS ResiPro ™, Jordan formed the firm’s vertically-integrated Build US Back® line of companies as its operating platform to research, select, acquire, renovate, rent and, at the right time, resell properties in-house; becoming the subject of a 2014 Harvard Business School case study entitled, "Build U.S. Back: Opportunities in the U. ... (view full description)

Martin Kay

CEO
Greenlet Companies

Martin is the CEO of Greenlet, the developer of a real estate acquisition platform that enables institutional rental aggregators, in-fill builders and other investors to efficiently underwrite and directly source residential real estate (on and off market) across 11 US markets. Greenlet’s proprietary platform and specialized team have underwritten millions and sourced 1000+ properties for its clients. Martin has co-founded four companies that develop analytic and workflow platforms to identify, price, acquire and manage billions of dollars of assets in the real estate, energy and infrastructure sectors. Martin’s companies have serviced or partnered with dozens of major corpora ... (view full description)

John Keeton

Partner
Morningside Funding LLC

John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)

John Kerschner

Global Head of Securitized Products
Janus Capital

John Kerschner is a global fixed income research analyst, primarily focusing on mortgage backed securities and other structured products. In May 2011, Mr. Kerschner was also named Global Head of Securitized Products. Mr. Kerschner joined Janus in December 2010. Prior to joining Janus, he was Director of Portfolio Management at BBW Capital Advisors. Prior to that, Mr. Kerschner worked for Woodbourne Investment Management where he was Global Head of Credit Investing. Mr. Kerschner began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over twelve years becoming a Principal, a Senior Portfolio Manager and Director of the ABS-CDO Group. He r ... (view full description)

Keith Kockenmeister

Senior Managing Director
Kroll Bond Rating Agency

Keith Kockenmeister is a Senior Managing Director and co-head of the CMBS Ratings Group at Kroll Bond Rating Agency, Inc. Previously, Keith worked at Deutsche Bank as a Director on the Large Loan CMBS team. Prior to Deutsche Bank, Keith worked as a Director at GE Real Estate in the Capital Markets Group and at Standard & Poors in the CMBS Group. Keith has 25 years of commercial real estate experience and also was a Vice President in Natwest Banks Credit Policy Group. He received a BA in Geography from the University of Connecticut and an MS in Real Estate Finance from New York Universitys Schack Institute. In addition, Keith obtained his Member of the Appraisal Institute (MAI) designatio ... (view full description)

Kraig Kohring

Shareholder
Polsinelli

Kraig Kohring is head of the Commercial Lending, Capital Markets and Project Finance Practice Group for Polsinelli Shughart PC. He focuses his practice on commercial and asset-based lending transactions, securitization and other structured finance transactions, tax credit finance and related transactions, and commercial loan enforcement. Mr. Kohring has been representing commercial mortgage loan sellers and servicers in Commercial Mortgage Backed Securitization transactions for over ten years. He also represents loan sellers in whole loan sale transactions and loan servicers in interim servicing relationships. He counsels servicers on servicing agreements and regulatory compliance in the ... (view full description)

Craig Krandel

Managing Director
Amherst Capital

Craig Krandel is a Managing Director, Head of Capital Markets for Amherst Residential. Craig has been involved in the sourcing of debt facilities for all of the Amherst entities over the past five years. Craig has over 30 years of experience in fixed income sales and trading and real estate related products.    Craig has held similar roles within Amherst over the last decade. He previously held a role within the securities group covering banks, insurance companies and hedge funds across RMBS and CMBS products, led the Capital Markets group, and built the Single Family Rental business. Prior to Amherst, Craig spent more than 20 years in fixed income sales at Merrill Lynch, Credit ... (view full description)

Michael Krein

CEO
RIO Software Solutions, Inc.

Michael Krein CEO, RIO Software Solutions, Inc. Dr. Michael Krein is currently the CEO of RIO Software Solutions, the parent company and provider of the RIO Genesis software platform. It was Dr. Krein's 27 years of experience in the real estate and default servicing industry that led to the creation of the RIO Genesis system, whereby his ideas and management systems were incorporated and designed into a user friendly software system for both general and default real estate companies and their affiliate partners. Dr. Krein has also served as the President of the National REO Brokers Association since its inception. Members of the National REO Brokers Association specialize in the dispos ... (view full description)

Jack Krupey

Managing Director
PRP Advisors


Jack Krupey is responsible for trading, servicer oversight, and portfolio acquisitions for PRP's mortgage loan investments. Prior to joining the PRP team, Jack was a founding partner of Gemini Capital Managers, a fund which acquired, managed and disposed of non-performing residential whole loans. Jack has deep experience in all aspects of residential RE, having purchased, sold, leased, financed, managed, and rehabilitated properties full-time since 2002. Since 2008, he has focused exclusively on working out distressed residential debt with the extensive tool box of a seasoned RE investor.
 

Fred Lewis

Managing Partner
The Dominion Group

Fred is the founder of The Dominion Group and provides daily management oversight in all areas of the business.  Since entering Baltimore investment real estate in 2001, Fred has been one of the most active purchasers of distressed properties in the Baltimore metro.  Fred is the founder of Dominion Properties, LLC, an acquisition, construction, and sales company; Dominion Financial Services, LLC, a national bridge private lender that provides project financing for real estate investment projects; and Dominion Management, LLC, a property management company that manages over 900 single family homes.  Fred is a Bank Director and committee chair at Capital Bank in Rockville, MD.   Fred is the fo ... (view full description)

John Mangham

Partner
Epicity Real Estate Services

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

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

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Sean Mayer

Principal
Legacy Real Estate Ventures, LLC

Sean Mayer is the Principal and Founder of Legacy Real Estate Ventures, LLC. He was born in Los Angeles and spent much of his childhood honing his entrepreneurial spirit. Before the age of 15, he had built and sold two Internet auction houses to a subsidiary of eBay, which propelled him into the entrepreneurial mentality. Mr. Mayer enhanced three generations of real estate DNA as the Founder and Principal of Legacy Real Estate Ventures LLC, the investment arm for the Mayer Family Office. Mr. Mayer graduated Cum Laude from the University of California San Diego with a Bachelor of Science in Urban Studies and Planning. Shortly thereafter, he graduated with distinction from the Universi ... (view full description)

Gary McCarthy

President
HMC Assets

Gary McCarthy is a Managing Partner and Co-Founder of HMC Assets, LLC (est. 2009) located in Redondo Beach CA. HMC Assets, Inc acquires and manages (default resolution) bulk quantities of non-performing (NPLs) and re-perfroming residential whole loans (RPLs) purchased from Banks, Financial Institutions and U.S. Governmental Agencies (FHA/ HUD), with an emphasis on West Coast states and Florida. The NPLs/ RPLs purchases are held in a number of SPE's (Corona Asset Management) utilizing traditional bank debt and which in turn are subsequently securitized. HMC's partner- Wedgewood, is a fully vertically integrated realty company that manages, rehabilitates, markets and sells the REO utili ... (view full description)

Ryan McFarland

CEO
Best Biz Advisors

Over the past decade, Ryan has established himself as a respected expert in the Real Estate Investment market. With many years of previous experience and unparalleled success in the Turnkey Real Estate, mortgage, and marketing industries, Ryan brings a wealth of knowledge in trading performing portfolios of SFR, and marketing to source investors. WHO I WANT TO MEET: Who I’m looking to sit down with is any aggregator/supplier/builder/fund that is interested in buying or selling performing portfolios of SFR. I represent several groups both internationally and domestically that have performing portfolios to sell as well as ... (view full description)

Jay McKee

Founder
Lessen

Bruce McNeilage

CEO
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)

David Miller

Chief Executive Officer, President and Director
Silver Bay Realty Trust

David N. Miller serves as Chief Executive Officer of Silver Bay Realty Trust, an internally managed REIT focused on the acquisition, renovation, leasing and management of single-family properties for rental income and long-term capital appreciation. Silver Bay owns single-family properties in Arizona, California, Florida, Georgia, Nevada, North Carolina, Ohio and Texas. Prior to serving as Chief Executive Officer, Mr. Miller served as a Managing Director of Pine River Capital Management L.P. and Two Harbors Investment Corp., where he focused on strategy and new business development, including the formation and development of Silver Bay and the single-family property rental bus ... (view full description)

Shawn Miller

CEO
5 Arch

Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also co­founded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles ­based bankruptcy firm. Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)

Marlene Minemier

Director, Brokerage Services
Cityside Management Corp

Marlene Minemier serves as Director of National Property Management for Cityside Management Corporation, a coast-to-coast, full-service real estate management company. Minemier has over a decade of experience in multiple areas of the real estate industry. Previously a successful national real estate franchise owner based out of New England, she brings tremendous knowledge and practical expertise in REO sales and marketing, and, the management and disposition of single-family property assets. C-NPM offers comprehensive real estate solutions to large portfolio investors and institutions by utilizing our national boots on the ground service network married with our centralized administrative a ... (view full description)

Brett Moore

Partner
RDG Funds

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

Michael Moreland

Chief Executive Officer
Trax Financial, LLC

Mr. Moreland is an accomplished senior executive in the financial industry, with experience spanning loan servicing, banking, and real estate. For almost 30 years, Mr. Moreland has been managing billions of commercial and residential loans with various regional and super regional banks. Mr. Moreland has worked for some of the largest Commercial and Savings Banks in the nation. In 1998, Mr. Moreland joined Ocwen Financial, managing their commercial servicing and REO operations. In 2001, he moved into residential loan servicing, and was instrumental in Ocwen winning the Department of Veterans Affairs REO outsourcing program. Moreland headed the VA contract through its conclusion. Mr. Morela ... (view full description)

John Murray

President
KEY REALTY, INC

Mr. Murray is a current leader in the default services industry and has served as President of multiple private equity real estate investment funds, including National Real Estate Ventures and National Asset Management Group. He is a member of many nationwide REO organizations and networks and has spent the last ten years dedicated to managing REO, Loss Mitigation and has evaluated multiple work flow, portal and technology based solutions for some of the industry's leading servicers. John has overseen the purchase and workout of over 5,500 residential REO properties over the past eight years from dozens of institutions earning an average ROI exceeding 20%. In addition, he has overseen the di ... (view full description)

Jorge Newbery

Partner
Activist Legal LLP

Jorge P. Newbery is Founder and Partner with Activist Legal LLP, a creditors rights firm which co-counsels in 29 states to provide effective and cost-conscious legal services in foreclosure, bankruptcy, eviction, and other default related matters. Newbery is also Founder and Chairman of American Homeowner Preservation and AHP Servicing. He conceived Activist Legal from a note investor's perspective to prioritize resolutions, accelerate timeframes, and cut costs.  A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from ... (view full description)

Brandon Nielson

Managing Partner
Keystone National Group

Mr. Nielson is a founder and Managing Partner at Keystone National Group.  Prior to founding Keystone is 2006, Mr. Nielson was a Vice President at Partners Group, a Switzerland-based alternative investment firm.  He started his career as an auditor with KPMG.

Sandra Noonan

Director of Communications
HavenBrook Homes

Sandra Noonan is Director of Communications and External Relations at HavenBrook Partners.

Beth O'Brien

Chief Executive Officer
CoreVest

Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products.  Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac.  Previously, Beth was Executive Vice President at Auction.com, where she ran residential capital markets, and was President of AuctionFinance.com, where she ran the financing strateg ... (view full description)

Lea Overby

Head of CMBS Research
Wells Fargo Securities

Lea Overby is managing director of structured finance research for Morningstar Credit Ratings, LLC. She is responsible for increasing Morningstar’s thought leadership presence across the structured finance community through publishing market driven research, holding investor meetings, and representing the firm in various industry groups. In addition, she serves as a knowledge base for the investor community, as well as for issuers and arrangers, and she works closely with Morningstar’s leaders to support various ratings activities and business initiatives.    Overby has more than 15 years of experience in structured finance as both an investor and ... (view full description)

Anthony Paolone

Executive Director-Americas Equity Research
J.P. Morgan Securities LLC

Anthony Paolone is a senior analyst covering REITs and real estate service stocks in the Equity Research department at J.P. Morgan. Prior to joining the firm in 2003, Mr. Paolone was co-head of real estate stock research at CIBC World Markets. He has also worked as an associate at Donaldson, Lufkin & Jenrette Securities Corp. (Credit Suisse) and Prudential Securities. He holds a Bachelor’s of Science in Finance and Accounting from the University of Cincinnati and is a CFA charter holder.

Anand Patel

President
Kajaine Capital

Lani Porter

Senior Vice President, Operations
American Residential Properties

Lani B Porter has been the Senior Vice President, Operations of American Residential Properties, Inc. since October 2012 after joining the company in July 2012. She has been an executive in the Real Estate Industry since 1995, when, as a founding executive serving as Senior Vice President of Operations, she helped to create the first online marketplace for mortgage lending at Getsmart.com. In 2000, after Providian Bank's acquisition of Getsmart.com, she joined nCommand as Co-Founder, Chief Operating Officer and Chief Financial Officer, where she developed an end-to-end virtual loan process for residential lending. After the acquisition of nCommand by Ellie Mae in 2002 she served as Chief Fin ... (view full description)

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to joini ... (view full description)

Shad Quraishi

Co-CEO
Pelican Point Capital Partners, LLC

Jade Rahmani

Managing Director, Commercial Real Estate Finance
Keefe, Bruyette & Woods, Inc.

Mr. Rahmani is a research analyst at Keefe, Bruyette & Woods, an investment bank specializing in the financial services sector. Rahmani is a lead analyst on the Mortgage Finance team, covering residential and commercial mortgage investment companies including homebuilders and commercial mortgage REITs. Prior to KBW, Rahmani was an equity analyst at Prudential Financial following industrial companies. He previously spent several years at UBS in product management roles within the private client group. Rahmani holds a Master of Business Administration (MBA) from New York University's Leonard N. Stern School of Business and a Bachelor of Arts (BA) from the University of Michigan, Ann Arbor.

Yanir Ram

CFO
DRI Holdings, Inc.

He is a co-founderr and CFO of DRI Holdings, an owner of over 250 and manager of over 400 single family residences since December 2006. Prior to these positions, he was a co-founder of The 7 Sigma Group LLC, also a real estate holdings company with 64 single family residences. Prior to his position with The 7 Sigma Group LLC, he was Director of Marketing and Business Development for RightOrder, a data management high-tech startup. Prior to that role, Yanir was Director of Operations for Tefen, an Operations Management consulting firm. Yanir holds a B.S. in Industrial Engineering from Cal Poly San Luis Obispo and an MBA from the Haas School of Business, U.C. Berkeley

Greg Rand

Chief Strategy Officer
Renters Warehouse

Greg Rand joined the Renters Warehouse in 2018 as the Chief Strategy Officer and is responsible for the national sales organization and Investor Marketplace. His mission is to create a new category of real estate invesstment broker and an online experience for consumers who wish to plan and execute their long term real estate investment strategy. He joined Renters Warehouse with the acquisition of OwnAmerica, the online investment marketplace he founded in 2010. Prior to that he was the managing partner at Rand Realty, a top 50 real estate brokerage nationwide. Greg authored the book Crash Boom! and is a regular contributor on cable business news.

Randy Reiff

Chief Executive Officer
FirstKey Lending, LLC

Mr. Reiff joined FirstKey Lending as Chief Executive Officer in October 2013. Previously, he headed the global CMBS and Commercial Mortgage Finance business for Macquarie Group's Fixed Income Division and served as President and Chief Executive Officer of Spartan Real Estate Capital, LLC, an opportunistic commercial real estate mortgage/CMBS investment and advisory company. In July 2010, Mr. Reiff and his team at Spartan were folded into Macquarie in order to launch the firm's foray into the commercial mortgage arena. Before launching Spartan in 2009, Mr. Reiff headed the Global Commercial Mortgage business for J.P. Morgan, overseeing all Commercial Mortgage/CMBS origination and trading acti ... (view full description)

Randy Robertson

Managing Director, Head of Securitized Asset Investments
BlackRock

Randy Robertson, Managing Director, is the Head of the Securitized Asset Investment Team and a member of Americas Fixed Income within Alpha Strategies. Prior to joining BlackRock in 2009, Mr. Robertson spent 10 years with Wachovia Capital Markets, most recently as a Managing Director, head of the Residential Mortgage and Consumer Group, and co-head of Residential CDOs. In these roles, he was the business leader for the broad investment banking consumer and residential mortgage markets activities. He oversaw the strategic and operational management of the company's Distressed Asset Resolution default management team (DART), and the Chief Executiv ... (view full description)

Lee Rogers

President
realprotect

As an insurance professional that has worked and consulted with different Single Family Aggregators, Lee Rogers brings unique value and perspective for investors, fund managers and operations professionals. He and the Aggregation Risk Management Team at Norton have helped design and implement insurance and risk management strategy that is above and beyond what is being set as an industry standard for insurance structure in Aggregation Portfolios, while keeping costs contained and risk properly managed and transferred. Based in Atlanta, Rogers has unique insight and knowledge of the Florida insurance market, with direct access to many of the world's leading insurance carriers. As part of ... (view full description)

Timmi Ryerson

CEO
Smart Property Systems

Timmi Ryerson is a 30 year veteran of property management, having owned and managed a large portfolio of residential properties herself.  She purchased the award winning software, RentometerPro in 2011 and re-branded it to Smart Property Systems. Smart Property Systems is cloud application property management software which provides a complete solution for the rental cycle. In 2014 the new build of the software is to be completed, adding many new features and tools. Timmi's expertise is in business process management, project management, public relations, marketing, customer service, technology and property management.

Terry Sadowski

Chief Marketing Officer
Assurant Field Asset Services

Terry Sadowski is the Chief Marketing Officer for Assurant Field Asset Services.  Terry joined AFAS in 2010.  Prior to AFAS, he was an executive in general management, strategy, sales and marketing for 26 years in services, technology, and consumer products for such diverse companies as Cisco Systems, Dell, BellSouth, Dial and Quaker Oats. During his time at AFAS, Terry has led the successful development of the investor services and the risk management solutions for the company.

Fabrizio Santoro

Founder
ALTO Investments

Josh Sarchet

President
Northsight Management LLC

Josh Sarchet is the founder and sole owner of Northsight Management. As President, he is responsible for leading corporate strategy, operations and technical direction across the company in areas of networking, architectures, software, and information security. He works with a diverse set of Northsight business areas to drive innovation and strategic positioning, and supports business development activities, with support in product concept development and customer relations. Founded in 2009 as a single-state field service provider, Northsight quickly grew from a regional firm, into a highly successful and respected nation-wide provider. In addition to Josh’s strong work ethic and ... (view full description)

Andrew Schaffler

Investment Analyst
Cohen & Steers Capital Management

Andrew Schaffler, CFA, is a senior research analyst at Cohen & Steers Capital Management. He has eight years of investment experience including five years on global real estate securities long-short portfolios. Mr. Schaffler serves as a US housing strategist covering various residential property sectors and commercial real estate companies. Prior to joining the firm in 2006, Mr. Schaffler was an analyst at Lehman Brothers Investment Management focusing on Neuberger Berman Funds portfolio analytics. Mr. Schaffler has a BS degree from Cornell University.

Stephen Schmitz

CEO
American Residential Properties

Stephen G. Schmitz is Chairman, Chief Executive Officer and Co-Founder of American Residential Properties, Inc. (NYSE: ARPI). American Residential Properties ("ARP") and/or its affiliates were formed in 2008 to invest in the single-family housing sector throughout the United States. The firm's mission is to provide rental housing for family residents while, at the same time, earn a high risk adjusted return for shareholders. In 2008 ARP was one of the first in the country to employ a single family buy-and-hold rental strategy on an institutional scale. The company is organized as a REIT and completed an IPO on May 9, 2013. American Residential Properties and its affiliates own and manage app ... (view full description)

Jami Schulman

EVP, Corporate Operations
Progress Residential

Jami Schulman has spent over 20 years in the real estate industry working for public and private operating companies. She is currently the EVP, Corporate Operations for Progress Residential. Prior to joining Progress, Jami served as the COO for Beazer Pre-Owned Rental Homes, a private single-family REIT that was acquired by American Homes 4 Rent in July 2014. Before moving into the single family rental space, Jami was the COO of Communities Southwest, a large private residential and commercial development company in Arizona and California and Area Counsel for Pulte Homes/Del Webb Corporation. Jami has a B.A. in Economics from Washington University in St. Louis, Missouri and a J.D. from the U ... (view full description)

Lorenz Schwarz

Chief Operating Officer
Green River Capital

Lorenz has been active in the commercial and residential mortgage servicing industry for over 20 years, most recently holding the position of President at Phoenix Asset Management, LLC. Lorenz has also held various management positions within some of the industrys top mortgage servicers, serving as Director of REO at Select Portfolio Servicing, VP REO at Wilshire Credit Corp, and Director of Real Estate at JE Robert Co. In addition to REO management, Lorenz has also been heavily involved in other aspects of mortgage servicing including collections, loss mitigation, foreclosure, valuation, and claims management.

Eli Shaashua

Managing Director
Red Granite Capital Partners

Eli is a Managing Director with Red Granite Capital, a private investment advisory and asset management firm, who's catering predominately to HNW individuals, multi and single family offices. Since he joined the firm on August 2008, Eli’s principal responsibilities have been developing and managing the firm’s alternative assets investment and workout strategies of distressed commercial RE, CMBS, and CRE loans and notes portfolios, as well as distressed residential projects. Prior to RGC, Eli was 3 years with Wolfson Equities, a private equity investment firm, where he was a managing director in charge of investment, development, financing, and management of large scale commercial real esta ... (view full description)

Rick Sharga

Executive Vice President
Auction.com

One of the countrys most frequently-quoted sources on real estate, mortgage and foreclosure trends, Rick has appeared on the CBS Evening News, NBC Nightly News, CNN, ABC World News, CNBC, FOX and NPR. Rick has briefed government organizations such as the Federal Reserve and Senate Banking Committee and corporations like JPMorgan Chase, Citibank and Deutsche Bank on foreclosure trends, and done foreclosure training for leading real estate organizations such as Re/Max, Prudential and Keller Williams. Prior to joining Auction.com, Rick was an Executive Vice President and primary spokesman for Carrington Mortgage Holdings, which own and operates multiple businesses in the mortgage, r ... (view full description)

Sam Shin

CEO
Kajaine Capital

Tim Siebelink

CEO
Capital Financial Resources

Capital Financial Resources and Property Management LLC (CFR) is a privately owned company that specializes in distressed real estate. CFR’s goal is being able to provide quick solutions for home owners that are in need of quick results. Even though CFR wholesales, rehabs and retails properties as well it has rental properties in its own portfolio, our main focus right now is on the Non Performing note industry. We do purchase these assets for our own portfolio as well as with our investor partners. With these notes, we can help the home owner remain in their home if they wish by re-modifying the note that can meet their current financial condition as well as achieving our investment goal ... (view full description)

Mitch Siegler

Senior Managing Director & Co-Founder
Pathfinder Partners, LLC

Mitch Siegler co-founded Pathfinder Partners, LLC, a leading opportunistic real estate private equity firm and fund manager, in 2006. Pathfinder, headquartered in San Diego, CA, is one of the countrys most active acquirers of value-add residential and commercial real estate notes and properties having acquired in excess of half a billion dollars of assets in 75 separate transactions since inception. Pathfinders latest fund, Pathfinder Partners Opportunity Fund V, L.P. was launched in October 2014. Prior to co-founding Pathfinder, Mitch founded and served as CEO of several businesses. He previously spent five years as a partner with Sorrento Associates, Inc., a boutique invest ... (view full description)

David Singelyn

CEO
American Homes 4 Rent

As Chief Executive Officer of American Homes 4 Rent, David Singelyn is focused on providing safe, high-quality homes for families across the country. With extensive experience in private and public real estate companies and REITS, Mr. Singelyn founded American Homes 4 Rent with B. Wayne Hughes in 2011 and is a pioneer in the Single-Family Rental home industry. Prior to American Homes 4 Rent, Mr. Singelyn held leadership roles at Public Storage Canada, including serving as its President from 2003 until 2012; Public Storage U.S.; American Commercial Equities (ACE); and Arthur Young & Company (now EY). ... (view full description)

Peter Slagowitz

Chief Executive Officer
Spurs Capital LLC

Michael Soni

Senior Advisor
Advisory REI

Michael is currently the Senior Advisor of Investments for Reven Housing REIT, Inc.  Michael has experience spanning both equity and real estate markets while working with some of the world's leading private equity firms, funds, and family offices. Michael's current real estate focus is residential rented single family where he has acquired 700 homes in eleven states since 2011.  Additional real estate experience includes multifamily, hospitality (stand alone hotels upper and luxury), extended stay, limited service; other mixed use developments- including retail and office. Michael was previously Managing Partner of Hospitality Investors Group, a specialist private equity investment and advi ... (view full description)

Eddie Speed

Founder
NoteSchool

Since 1980, W. Eddie Speed has dedicated his professional life to the seller financing and non-performing note industry. Over the years, he has introduced innovative ideas and strategies that have positively impacted the way the industry operates today. Eddie founded NoteSchool, which is a highly recognized training company, specialized in the teaching of buying both performing and non-performing discounted mortgage notes. He is the owner and president of Colonial Funding Group LLC, which acquires and brokers discounted real estate secured notes. In addition to his role at Colonial Capital Mashanagement, he is also a principal in a family office fund that acquires bulk portfolios of notes ... (view full description)

Dana Sprong

Co-Founder & Managing Partner
VineBrook Homes

Dana Sprong is the Co-Founder and Managing Partner of VineBrook Homes where he also serves as a Director on the company's board and is a member of the Investment Committee.  VineBrook Homes became one of the earliest investors in the Singe Family Rental Home (SFR) industry when Dana purchased, renovated, and leased our first property in the beginning of 2008. VineBrook Homes is focused on providing safe, clean, quality workforce housing in the Midwest, Heartland and Southeastern US while delivering a consistent return to our investors.  Dana has led the due diligence, acquisition and management of over 8000 residential single-family homes for VineBrook Homes since inception. At various times ... (view full description)

Haendel St. Juste

Executive Director- Research
Morgan Stanley

Josh Stech

Founding Partner
LendingHome

Josh Stech is a Founding Partner and Head of Business Development at LendingHome, an online direct lender that uses best-in-class technology and institutional capital to soften cost, increase loan amounts and improve transparency in the investor loan market. LendingHome specializes in short-term bridge loans for fix and flip projects around the country. Josh began working in the real estate industry during high school as a processor and underwriter in a Southern California sub-prime brokerage. After college Josh joined Purpose Built Investments (PBI), a boutique real estate private equity firm. Josh launched three distressed asset investment funds for PBI, most notably a turnkey ... (view full description)

Dan Strayer

VP of Business Development
HMS National

Dan Strayer is the VP of Business Development for HMS National. HMS specializes in home warranties specifically designed to solve the unique needs of investment property owners throughout the nation. HMS also brings to the market Security Deposit Protection, which can decrease the amount an owner needs to require from a renter to move in while providing the owner with the same protection (or more). Since 1980, HMS has developed an excellent reputation for best in class services including national service network management and claim processing capabilities. HMS is a member company of The Cross Country Group (CCG) which was founded in 1972. CCG is a leading provider of private label and c ... (view full description)

Paul Sveen

Managing Partner
Pantelan Group

Sveen is Managing Partner at Pantelan Group. He has spent the last decade focused on the real estate investment arena, leading several businesses providing mortgage lending, default services and real estate services for single-family rental investors. Previously, during his 20-year career at Lehman Brothers, he led several asset monetization and securitization businesses and was regarded as a leader in the field of structured finance. Pantelan partners and invests with single family residential investors, providing a suite of best-in-class services to support the SFR asset class across all phases of the investment life cycle. Pantelan has provided underwriting, acquisition, stabilizat ... (view full description)

Jeffrey Tesch

CEO
RCN Capital

Jeffrey Tesch, Chief Executive Officer, is responsible for overseeing the operations of RCN Capital, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010 as Managing Director, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally overseen over $1 Billion in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single f ... (view full description)

Sean Tierney

Director
HavenBrook Homes

Sean Tierney is the director of sales at HavenBrook Brokers. Before joining HavenBrook, Mr. Tierney was the Director of investor relations at Sylvan Road Capital, an asset management firm focused on the buy-to-rent market. Where he focused on successfully raising capital through various channels. Mr. Tierney served as a vice president in the fixed income sales group at MF Global and was responsible for expanding the mortgage backed division to the west coast. Prior to this, Mr. Tierney spent six years at Morgan Stanley where his roles included overseeing several large institutional accounts in the Securitized Products Group and covering the daily cash needs of pension funds and cor ... (view full description)

Scott Trebilco

Vice President Real Estate
Blackstone

Peggy Tseung

Managing Partner
Broome Capital, LLC

Peggy has over 15 years of corporate finance and investing experience. Prior to co-founding Broome Capital with Mike Bednarski, she was a research analyst with a multi-billion dollar hedge fund in NYC, specializing in equity investments. Peggy started her career as an investment banking analyst at JPMorgan Chase. She has extensive underwriting, financing, buyout, workout and public market experiences. She is responsible for overseeing corporate management, finance and accounting and capital raising.

Peggy holds a BS with Finance concentration and a MBA with Real Estate concentration from Wharton School of Business at University of Pennsylvania.

Samuel Tucci

CEO
Resolute Property Solutions

Sam is the co-founder and CEO of Resolute Property Solutions, a provider of mortgage field services, property maintenance and repairs, and renovation services as a general contractor and construction manager. Sam is a results-oriented, decisive leader with proven success in new market identification and strategic positioning for multimillion-dollar construction and field services organizations. Track record of increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. An accomplished leader with experience in construction & maintenance, operations, strategic partnerships, and business development, S ... (view full description)

Stori Upright

Principal / Owner
Bluestone Insurance

Stori Upright, President of Bluestone Insurance is a 20 year a veteran of the insurance industry. She started her career specializing in commercial lines specializing in builders risk coverage for large scale new construction projects, apartment buildings and condominium master policies. In the early 2000’s seeing an increase in single family investors, she helped develop programs for the single family real estate investors to insure their assets. Ever since she has been at the vanguard of the single family insurance industry. Stori works with single family aggregators, investors and lenders to maximize coverage and minimize costs. Stori acts as a conduit to borrowers and lenders to ... (view full description)

Joshua Waltzer

Partner
Dwell Advisors

Josh is a partner at Dwell Advisors and has over 15 years of real estate and investment banking experience. Prior to joining Dwell Advisors, Josh was the senior investment banker for Bank of America Merrill Lynch’s West Coast Real Estate, Gaming and Lodging Investment Banking Group. He joined BofAML in 2001 where he raised over $25 billion of capital for public and private real estate clients, including six IPOs since 2009, and advised on M&A transactions with an aggregate value of over $15 billion. Prior to BofAML, Josh was an Asset Manager at Newmark & Co. Real Estate, Inc. in New York, NY where he was responsible for overseeing the operations of over 1.5 million square feet of office prop ... (view full description)

Robert Wasmund

CEO
Genesis Capital

Gregor Watson

CEO
Dwell Finance

Gregor Watson, Co-founder of Dwell Finance. Dwell Finance is a nationwide lender that provides both bridge and term loans with a focus on single family investor loans. Watson is also the founder and Chief Investment Officer of 643 Capital Management, where he developed and managed 643’s equity and debt platforms, through out his career Watson has invested in over $600MM in single family rental properties. Prior to founding 643 Capital Management, Watson was a founding member of McKinley Capital Partners and acted as the portfolio manager for the distressed housing platforms and debt funds. While at MCP, Watson invested in over 2,500 residential lots during 2009-2010. He also led the acquis ... (view full description)

Gabriel Weinert

Senior Vice President
Johnson Capital

Gabe Weinert co-heads Johnson Capital Opportunistic Finance, which is the division of Johnson Capital focused on providing structured investment banking services to real estate operators and projects by raising joint venture equity, structured debt, and co-investing GP equity with its clients. Since beginning his commercial real estate career over 14 years ago in the acquisitions group of Heitman Capital Management, Mr. Weinert worked in variety of investment management and banking roles where he was responsible for the asset management and origination of over $2B in structured real estate finance transactions. Most recently, he managed the West Coast office for The Carlton Group where h ... (view full description)

Bernard Werner

Managing Director
Transcendent Investment Management

Mr. Werner is Managing Director of Transcendent Investment Management and serves on its Advisory Board. Prior to joining Transcendent, as President of Strategic Development Partners Group, Mr. Werner was involved in the acquisition, development and management of over $1 billion of real estate across multiple asset classes, including single family homes, multifamily, commercial office, retail and hospitality. Previously, he held the positions of President of International Savings and Loan, and was engaged by the U.S. Treasury Department to serve as Chairman & CEO of Brickellbank and President of South Florida Savings Bank simultaneously. Mr. Werner is a Florida Certified Public Acco ... (view full description)

Patrick Whelan

President
Declan, LTD.

Mr. Whelan has over 30 years of executive management in large private and public companies and extensive background in real estate investments and operations. Mr. Whelan is currently CEO of HavenBrook Homes, a  private REIT manager based in Atlanta.  Mr. Whelan is former President and CEO of Beazer Pre-Owned Rental Homes, a private single-family rental REIT sponsored by Beazer Homes, Inc.  and Kohlberg, Kravis, Roberts (KKR). Prior to, Mr. Whelan founded and was Managing Director of Land Advisors Capital, specializing in sourcing capital to acquire distressed residential assets.   Mr. Whelan has served as President/COO within two public companies (Archstone-Smith Tru ... (view full description)

Curtis Wolthuis

Director
Secure Capital Network

Mr. Wolthuis has been in the Real Estate space for 25+ years as a Developer, Attorney, VP/Construction, General Counsel and Director-C-level Manager of various development, construction, JV's, Partnerships, and IT companies focused on serving the SFR, Residential and Commercial spaces. He has completed the construction, financing, documentation, CD's and contracts for over a billion dollars in projects. He is a Director at Secure Capital Network (SCN) where he is focused on the technology to power the SFR space and is also a principal in ASCESA, Americas Housing Alliance, CDG and Pronovaventures where he is focused on distressed RE asset opportunities in SFR, Commercial, Hospitality and land ... (view full description)

Eric Workman

President
Investability

Eric Workman is President of Investability, the leading online search and purchasing platform of investment properties for sale in the U.S.  A frequent author, contributor and speaker on the space, Eric has been involved in single-family residential investment since 2008, starting with the development and management of his own investment portfolio.  In 2012 Eric structured the largest single-family performing asset sale in U.S. History and was named one of 10 Key Figures Shaping the Commercial Real Estate Industry in 2013 by National Real Estate Investor Magazine.

David Zussman

Chairman, President & CEO
Realty Fund Management, Inc.

Our management team operates the Distressed Realty Fund I, LLC that buys foreclosed, REO, short sale and bankruptcy houses. We have invested several million dollars of our accredited clients money into distressed houses that have all been purchased and renovated for cash. The finished houses are rented producing income and eventually sold producing profits for our investors. Our investors have been receiving quarterly income payments for several year.Over the last 3 years, management has purchased approximately 150 distressed houses and properties at lender held auction throughout the nation. We have also purchase houses in Federal Bankruptcy court. The Distr ... (view full description)
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Event Contacts for The 3rd Annual Single Family Rental Investment Forum

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*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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