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David Abbasi

Managing Principal
Rockpoint Capital

JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

JP Ackerman is President of Strategic Real Estate Products at House Canary with specific focus on analytical product development and strategic advisory serving the development and institutional investment space.  HouseCanary provides data-driven technology solutions that enable lenders, appraisers and institutional real estate investors to make more informed, efficient and effective business decisions. The company is indexing details on every property, mortgage, consumer and neighborhood in the US to provide extensive detail on property, valuation, market behaviors, demographics and consumer insights. HouseCanary produces predictive analytics on 20,000+ submarkets across the nation, includin ... (view full description)

Thibault Adrien

Lafayette Real Estate

CEO and Founder of Lafayette Real Estate (New York) - Lafayette is a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manage more than 3,000 single-family rental homes, provides loans to fix & flip investors in the markets it operates its rental strategy and is actively growing its build-for-rent and scattered-site SFR portfolios. Thibault was previously a Vice President at Fortress Investment Group, in the Private Equity Area in New York and is a member of the Paris Bar Association 

Justin Allen

National Sales Director

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.

Mathew Avrhami

Rockridge Properties & Investments

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

Edward Barasch

Senior Advisor
The Empire Group of Companies

Giselle Barth

Sidley Austin LLP

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)

John Bartling

National Rental Home Council

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)

Gary Beasley

CEO & Co-Founder

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)

Doug Bendt

Senior Manager, Product Development

At Rent Range, Doug is in charge of finding new applications for its data assets, developing new solutions for its clients, and communicating Rent Ranges unique views on the single-family rental industry. He was previously Director, Mortgage Securitization Research at Deutsche Bank, where his main focus was supporting the Banks lending and securitization efforts for institutional investors in single-family rentals. His prior positions included Director of Research for C-BASS, the largest investor of subordinated nonagency mortgage securities. Doug also was the Founder and President of Mortgage Risk Assessment Corporation, which developed Home Price indexes ... (view full description)

Matt Benson

EVP of Global Sales/Executive Director
Affinity Enterprise Group/American Association of Private Lenders

Executive Director of the American Association of Private Lenders and also EVP of Global Sales for Affinity Enterprise Group. He works with private lenders, fund managers, brokers, service providers and real estate investors across the United States and also in some international markets. Matt brings over 15 years of experience in the real estate industry. Matt has experience in both residential and commercial lending along with an extensive knowledge of the banking industry where he has spent the majority of his career.

Nitin Bhasin

Senior Managing Director
Kroll Bond Rating Agency

Nitin Bhasin is a senior managing director in the CMBS group at Kroll Bond Rating Agency, where he co-manages issuance and surveillance of credit ratings for Conduit, Single Borrower, CRE CLO, SBC, and SFR securitizations. He has been KBRA since 2011, and has been instrumental in the company’s early development and its subsequent growth. During this time, KBRA's CMBS group has rated over $400B in CRE securitizations across 500+ transactions.  Previously, among other roles, Nitin was at Wells Fargo Securities’ securitization and proprietary investing desks, where he structured and banked CRE CDOs, and made equity and debt principal investments in CRE assets, respectively. ... (view full description)

Fuquan Bilal

National Note Group, LLC

Fuquan Bilal is both president and fund manager for National Note Group LLC. (NNG).  Fuquan founded NNG with the principal mission of capitalizing on the growing supply of mortgage notes in the interbank marketplace. The primary objective was to deliver high yield investment returns to investors while creating winning solutions for homeowners in distress. Fuquan utilizes his more than 17 years of residential and commercial real estate success to identify real estate opportunities, capitalize on them.  His financial acumen and proprietary set of investment criteria enables him to purchase underperforming mortgages at a deep discount from face and market value that he can successfully renegoti ... (view full description)

Leonard Blangiardo

Managing Director & Principal
DRA Asset Management; an affiliate of Do

DRA Asset Management and its core strategic partners are middle-market single-family rental portfolio operators with stabilized holdings in Texas, Florida and Pennsylvania. They are currently seeking opportunities to finance and develop large residential and small C&I solar PV projects in developing nations of the Caribbean with similarly aligned regional and island nation concerns that also strive to enhance energy efficiencies to optimize broader economic growth. During the latter part of his multi-disciplinary 28-year real estate career, Mr. Leonard Blangiardo has been a Principal with Domaine Realty Advisors, Inc. Domaine Realty Advisors was a regionally focused boutique ... (view full description)

Matt Blank

BB Living

Matt Blank co-founded BB Living with his partners Sam Blank and Darryl Berger, Jr. Initially, BB Living focused on buying scattered single family rental properties in Phoenix, Arizona. In early 2012, BB Living changed strategies and purchased land to build ground up single family home communities. Over the past seven years, BB Living has grown significantly and recently formed a partnership with Toll Brothers, Inc., to expand the build to rent strategy nationally. Prior to forming BB Living, Matt was a Senior Equity Analyst at Long Pond Capital, LP, which is a long/short hedge fund focused on the real estate sector. At Long Pond, Matt dedicated the majority of his time to the multifamily and ... (view full description)

Stephen Blevit

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


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

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)

Mark Bloom

NetWorth Realty

     Mark Bloom is a nationally recognized real estate expert who has helped thousands of clients buy, sell and hold successful real estate investments. Mark is the owner of NetWorth Realty USA and the President of NetWorth Realty of Dallas-Fort Worth. Currently, NetWorth Realty USA owns 17 brokerage offices nationwide and is growing at a rapid rate.      Mark is frequently called on by the media for his expertise. He has been featured on ABC's Nightline, Fox News Radio and dozens of NBC, CBS, and Fox affiliate stations across the country.  Fox News Business, the Dallas Business Journal and Personal Real Estate Investor are only a few of the prestigious publications that Mark ... (view full description)

Marty Boardman

REIMidwest, LLC

Marty Boardman is a real estate investor, instructor and author based in Gilbert, Arizona. He has been fixing and flipping homes in the greater-Phoenix area since 2001. In 2012 he expanded his operation to the greater-Milwaukee area and now manages ongoing projects in Phoenix, Arizona and Milwaukee, Wisconsin. In 2012 he published a book, Fixing and Flipping Houses: Strategies for the Post Boom Era. Marty has written articles for, and AOL Real Estate. He's also been featured in news stories for the Arizona Republic and other local TV stations. Marty has worked as an instructor for the Arizona Department of Real Estate and is a licensed Re ... (view full description)

Brad Bordelon

Vice President
ZVN Properties Inc.

During the last 11 years Brad has proven himself as a forward thinking leader in hazard insurance claims, property catastrophe adjusting, and construction project management.  Insurance and field service companies, within the mortgage servicing space, have relied on Brad’s unique skill set to implement and execute procedures and processes directly relating to the reduction of overhead cost and the increase in recoverable claim funds for damaged properties.  Additionally, Brad’s senior management experience has played a key role at the ground level of many of the major catastrophic losses within the U.S.

Jack Bosch

Managing Director
Orbit Investments, LLC

Max Boyko

Managing Director
Optimus Capital, Inc.

With an extensive background in single family fix and flip and new build markets, Max has played a pivotal role in the launch of Optimus Capital, providing niche lending for new construction, fix and flip, and long term rental debt (portfolio). Tiered volume pricing up to 90% loan to cost. Max lives in sunny Fair Oaks, CA and enjoys the numerous outdoor activities that California has to offer.

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.

Timothy Braseth

ArtCraft Homes, LLC

Tim Braseth has been flipping single-family homes in Los Angeles since 2004. With his first company Willow Glen Partners, he focused on the luxury market and is best known for his widely published restoration of the historic Pasinetti House. Since founding ArtCraft Homes in 2010, Tim has been buying and rehabbing distressed properties in Los Angeles’ older, rapidly gentrifying neighborhoods. Leveraging his previous experience as an advertising and marketing executive, Tim pursues a consumer branded strategy targeting the young, affluent, “millennial” buyer. ArtCraft's finished homes consistently generate fierce competition among buyers, get higher than average sale prices, and deliver enhanc ... (view full description)

Christian Broadwell

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 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)

Ben Brunson

Director, Vendor Performance & Subservicing Oversight
loanDepot, LLC

Greg Burge


Greg Burge is the Founder and CEO of PointCentral, the leading provider of cellular-based keyless Smart Home solutions for the vacation rental management and residential property management markets. PointCentral enables building owners and managers to remotely control access and energy use across all properties. PointCentral is a subsidiary of, a publicly held company and the leading provider of Smart Home security systems for consumers with over 2.4 million customers nationwide. Greg is the past President and CEO of Supra, the leading supplier of wireless access management solutions used by real estate agents on millions of homes in the US and Canada, with revenues in excess of $1 ... (view full description)

David Buttross

Buttross Properties

David Buttross is the owner and operator of Buttross Properties and a licensed real estate and mortgage broker and banker. He is a residential and commercial real estate investor and owns an $80 million real estate portfolio with $50 million in real estate notes and $30 million in real estate, which consists of office buildings, apartment complexes, residential properties, grocery stores, warehouses, hospitals, hotels, churches and schools. David purchases bulk REO properties and buys pools of 1st and 2nd lien mortgages. Along with real estate investments, David is always looking for an opportunity to lend money for and purchase distressed real estate. He has purchased more than 1,000 pro ... (view full description)

C. Jay Byce

Managing Partner
American Housing Ventures (AHV)

Mr. Byce is the Managing Parner of AHV (Southeast), an institutional investment company focused on building highly amenitized residential rental communities across the country.  He is resposnible for identifying new investment opportunities and the coordination of acquisiton, development and construction activies in cities including Miami, Atlanta, Nashville, Charlotte and Raleigh, just to name a few.   His previous experience includes serving as Senior Vice President handling national strategic planning and execution for the start-up and growth phases of three single family REITs including Colony American Homes, American Residential Properties and Altisource Solutions, which now ... (view full description)

Spencer Caldwell

Gentry Real Estate Group

Andy Capps

Ameritrust Residential Services LLC

Andy Capps is the President of Ameritrust Residential Services and a founding partner of Residential Capital Management. . Ameritrust is a licensed General Contractor and currently operates in 14 states (GA, FL, AL, SC, TN, NC, NY, NJ, MD, IN, IL, AZ, NV, and CA). Our focus is on the improvement of single-family assets through the utilization of technology, transparency, and training. We offer an array of services including Investor/Private Equity Renovations, Property Preservation, and Property Turns/Maintenance. The Ameritrust Residential Services Team has managed the renovation of over 10,000 homes and 75,000 Work Orders since 2010. Please visit our website ( ... (view full description)

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)

Anthony Cazazian

MD, Head of US Residential RE
Man Group

Man Group is an active invesment management firm with over $110bn under management across a variety of strategies including both private and public market products.   Anthony Cazazian joined Man Group in Novemver, 2019 as a Managing Director and Head of US Residential Real Estate.  He is responsible for overseeing Man Group's U.S. Residential debt and equity real estate investment strategies with current investments totaling over $1.8bn.   Prior to Man Group, Cazazian served as Chief Investment Officer & President of Portfolio Services for Renters Warehouse, the largest third party single-family rental property management and investment sales company in the U.S.   ... (view full description)

Walter 'Wally' Charnoff


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)

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

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

Peter Ciganik

Managing Director
GTIS Partners

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

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

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

Gene Clark

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

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)

Greg Coleman

Co-Founder & Managing Partner
Revest Asset Management

Greg Coleman is a co-founder and managing partner of Revest Asset Management, a real estate asset manager based in Delray Beach, Florida. Revest owns and manages a portfolio of single family homes in southeast Florida.

Melanie Collins

OS National

Melanie Collins manages OS National’s Business to Business lending department, which primarily handles the title work and closing of financing on predominately single family residential rental property portfolios for lenders and their investor clients.  Melanie obtained her B.A. from the University of Mississippi, her J.D. from the University of Alabama and is an active member of the State Bar Association of Georgia. 

Michael Cook

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)

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)

Mike Daniels

Co-Founder, CEO

Michael Daniels is the co-founder and CEO of Rental Technologies, LLC, developers of Rentivity. Rentivity™ is a highly automated touchless lease-up platform that enables users to complete the entire process in a single application, with a digital audit trail captured in Blockchain. Users can easily customize screening, showing, documents and workflow to digitally encapsulate their entire lease-up process. Unique features are designed to save all users time and money while mitigating risks and increasing portfolio value. Fair and equal opportunity is promoted while optimizing performance and getting the most accurate pri ... (view full description)

Ken Davis

CEO & Founder

As CEO and president of TaskEasy, Ken Davis’ vision of empowering customers to connect with exterior maintenance services as easily as buying products in a store was the driving factor behind TaskEasy’s creation.   Davis is a natural entrepreneur with a successful record of founding and establishing companies. He previously started Exterus Technology Services, an on-demand tech services group, and Oakley Networks, a cyber security company which sold to Raytheon in 2007 for $250 million. Davis continued at Raytheon for more than three years following the purchase in the capacity of vice president of technology. He was primarily focused on due diligence and integration for Raytheon ... (view full description)

Carl Dean

Managing Director

As Managing Director of American Real Estate Investments (AREI) since the summer of 2014, Carl Dean has helped guide and grow the company in size and revenue by nearly 600%. Focusing on supplying hedge funds and publicly traded REIT's, AREI, is a company that has been around as a top tier provider for over 15 years . As of recently under the leadership of Mr. Dean, AREI has now become a top US provider in A-Class single family rental assets to individual investors from all over the globe. With a primary focus on the quality of the asset in highly appreciating markets, AREI continues to grow their client base and work with other groups to educate investors on the benifits of investing in high ... (view full description)

Gashar Dixon

Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned bot ... (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.

Mike D’Arrigo

Pinnacle Investment Properties

Mike Elam

Chief Operating Officer
R2 Financial

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.

Brittney Fairweather

Chief Bus. Development Officer
Aureus Finance Group

Ms. Fairweather is responsible for managing overall growth, strategy and investor facing communications. She possess a thorough understanding of real estate investment strategies and operations, private money lending, online auction operations and process management. Her demonstrated success in planning and executing marketing and sales strategies with measurable results, both individually and as an executive in charge of sales and marketing has led to an extensive career in the Residential Real Estate Investment sector. As a founding member of the Genesis group of companies, she was integral in the creation of their platforms. She developed and directed virtually all aspects of loan origina ... (view full description)

Roger Faulkner

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.

Laura Ferris

Managing Director
Pretium Partners, LLC

Kathy Fettke

Real Wealth Network

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

Mark Filler

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.

Charlie Fitzgerald

Account Executive/Branch Manager
Civic Financial Services

Patrick Foy

North Point Investments

Patrick Foy, Managing Partner, is a founding principal of North Point Investments. He has participated as developer or broker in over $1.0 Billion in real estate transactions. Since August 2009, Patrick has been responsible for the acquisition, disposition, and renovation of over 50 properties purchased at trustee sales. Patrick has partnered with two high-net-worth individuals and has generated substantial returns in that most recent venture. Patrick established reporting, selection, and renovation criteria that will be used in the future investments of North Point Investments. Prior to founding North Point Investments, Patrick was the managing partner of Brierley Group which owned and oper ... (view full description)

Jordan Friedman

Managing Partner
Fortus Partners

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.

Noah Funderburk

Portfolio Manager
Amundi Pioneer

Noah Funderburk, CFA is a Senior Vice President and Portfolio Manager at Amundi Smith Breeden LLC.  Mr. Funderburk specializes in credit analysis, trade execution, and portfolio management of residential credit securities, including legacy non-agency mortgage-backed securities, agency credit risk transfer securities, and single family rental securities.

Andrew Funk

Managing Director
Sticks & Bricks Capital LLC

Andrew Funk is the chief operating officer and business development lead at Window Rock Capital Partners, LLC.  Mr. Funk leads strategy implementation in Window Rock’s distressed residential debt funds as well as development of the company’s mortgage origination platform and seller finance programs.  He has built a proprietary portfolio management system to monitor asset performance and provide vendor oversight. His professional experience in program management and process development started in the aerospace industry over a decade ago. As an engineer he was a System Lead for the Airbus A350 aircraft and Integrated Product Team Leader on the F-22 Raptor. Mr. Funk holds a B.S. in mechanical e ... (view full description)

Antoine Gendre

Best Profit Homes

Abhi Golhar

Managing Partner
Summit & Crowne

Abhi Golhar employs a "value-added" approach to capitalize on real estate renovation, new construction, and development opportunities in the Southeast United States. As the Founder of Real Estate Deal Talk, Golhar actively educates and works with seasoned debt and equity investors to implement market-driven investment strategies that yield success. His background in engineering coupled with a unique perspective on investing and business development allows Golhar to interface with investors to provide capital, operations, and business development solutions for the firm.

Kelly Grady

OS National

Kelly Grady currently manages the Business to Business Lending Department with a focus on Mutli Borrower Securitizations and mutli-state transactions.  Kelly has been involved with mutli-state transactions and title for several years including both SFR and REO transactions.  Kelly received her B.A. in Psychology from the University of Mississippi and J.D. from the University of Dayton School of Law.  Kelly is an active member of the State Bar of Georgia and the South Carolina Bar Association.

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)

Robert Greenberg

Director, Marketing

Gene Guarino

Residential Assisted Living Academy

Gene is a Certfied Financial Planner in the US and in Australia.  Gene started investing in real estate at the age of 18 and hasn't stopped since.  After 30+ years investing in SFH, MFH, Commercial and more, today he now focuses on just one thing, Residential Assisted Living.  As the President of the RAL Academy, he teaches others how to enter this lucrative and fulfilling niche in real estate and business. Gene, shares with you the secrets of turning a single family home into a cash flow machine.  How to Earn $10,000 to $20,000 Net Income per home, per month.  How to get TWICE the fair market rent with a long term, low impact tenant. And How you can ... (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)

John Halasz

US Home Aggregation

Mr. Halasz is responsible for managing US Home’s acquisition, renovation and renting of properties and the general management of the business.  Prior to US Home, Mr. Halasz was a Managing Director for a large aggregator of single family homes based in the Southeast.  Although his primary responsibilities were business development, he was actively involved in spot checking properties that were un-rented, touring homes in different stages of development and utilizing their proprietary technology to understand the direction of their markets, identify trends in purchase price, renovation and property management along with rental trends.  He is an opinion leader on Single Family Rental (SFR) spac ... (view full description)

Tom Hallock

Palisades Capital

Tom Hallock, Managing Director – Business Development and Strategy Mr. Hallock has served as Senior Vice President, Director of Alternative Investment since April 2014.  Prior to that position he was SVP Director of Alternative Acquisitions and Conversions, and from November 2011 to August 2012 he held the position of Vice President Acquisitions for California, Nevada and Arizona markets.   Mr. Hallock is responsible for starting and overseeing American Homes 4 Rent investment in the non-performing loan business.  In addition to monitoring and approving investments for the company’s funds he is also a board member of the AMIP Management, LLC, the company’s  joint vent ... (view full description)

Corey Hanker

Managing Partner
Fortus Partners

Jason Hartman

Founder & CEO

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

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

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

Kelly Hebert

Managing Director
National Real Tax Tracking

Kelly Hebert is the Managing Director of National Real Tax Tracking, head quartered in Chicago, Illinois. NRTT is a national real estate tax management company offering unique services and consultation for banks, lenders, title companies, foreclosure firms and investors.NRTT's mission is to assist those who lend, manage, purchase or abstract real estate by mitigating the risk accompanied with real estate taxes. Mrs. Hebert has an MBA, is Six Sigma certified, and speaks fluent Spanish. Her professional background includes positions in training and development, employee coaching, client support services, property tax research, and tax lien management. As the managing director, Mrs. Hebert over ... (view full description)

Greg Hebner

Managing Director
Community Rebuild Partners

Greg Hebner is the Founder and Managing Director of Community Rebuild Partners and is responsible for the overall strategy and investment management of the firm. Greg founded CRP in early 2011 to fulfill his vision of building an investment vehicle that could deliver outstanding returns to investors while also making a positive impact on local communities. Since its inception, CRP has successfully completed over 225 projects and deployed in excess of $125M of capital. Greg also serves as a Managing Director of Arixa Capital Advisors, LLC and Crosswind Financial where is a portfolio manager of both debt and equity funds and member of the investment committee. Over his ... (view full description)

Jim Helfrich

Co-Founder & Managing Partner
HMC Assets

Jim Helfrich is the Co-Managing Partner of HMC Assets, LLC (“HMC”) and a partner at Wedgewood.   HMC, in conjunction with Wedgewood, manages numerous funds for the acquisition of Non-Performing and Re-Performing Residential Mortgages in select markets throughout the United States.  HMC sources, acquires, manages and liquidates pools of distressed mortgages with a focus on west coast markets.  Having achieved significant success in the acquisition and management of these investments portfolios, HMC is focused on providing foreclosure prevention alternatives to the borrowers while generating significant profits for its investors.             Prior to forming HMC Assets, LLC in 2009 ... (view full description)

John Helmick

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)

Rob Helmick

Real Estate Solutions

"Realty Rob" Helmick is CEO of Real Estate Solutions an SFR Fix and Flip company in Florida.  They are currently preparing to issue a "Flipping Fund" which will fund Fix and Flip SFR properties in Florida.  Mr. Helmick previously was the CEO of, a publicly traded NASDAQ company he started. He managed several private equity offerings and took ECLG public. He is an attorney and has served on the Board of Trustees of several Universities. Mr. Helmick obtained his BA Degree from Drake University and his J.D. Law Degree from the University of Southern California.

Steven Helser

Chief Executive Officer

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)

Tim Herriage

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)

Walt Higgins

Managing Partner
Summit & Crowne Partners

Jeff Howard

Director of Acquisitions
AHI Trust

Hubert Hultgren

Principal & Co-Founder
Golden Pacific Capital

Hubert Hultgren is Co-Founder and Partner of Golden Pacific Capital where they specifically focus in mid-west Single Family Rental Investing, specifically Kansas City, prior to this he was Partner & Portfolio Manager at McKinley Partners of three SFR rental funds acquiring, rehabbing and managing over 2,000 homes in California, Nevada, Utah and Texas on behalf of Tricon Capital Group and Goldman Sachs.   Prior to that Mr. Hultgren was a Finance and Accounting executive for PacificWest Companies and East West Partners where he focused on the Finance and Development of 1,200 multi-family & condominium units and asset management of 2,200 apartment units. Mr. Hultgren started ... (view full description)

Eric Illowsky

American Housing REIT

Meghan Jones-Rolla

Vice President-Corporate Counsel

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)

Daniel Jones


Jeremy Joyce

Chief Investment Officer
Tourmalet Advisors

  • Chief Investment Officer, Tourmalet Advisors
  • Member of Board of Directors of Kondaur Capital Corporation 
  • Analyst focusing on small cap bank stocks, Pequot Capital
  • Vice President, Pequot Ventures
  • Senior Associate, PricewaterhouseCoopers
  • BBA in Accounting, University of Notre Dame; MBA in Finance, Columbia University

Sam Kaddah

President & CEO
Liquid Logics

Kaddah is an entrepreneurial business leader with a broad-based background in leading firms through complex environments. A strategic thinker and effective communicator, Kaddah formerly served Ernst & Young as Director of Global Operations and Technology Leadership. He was also a director at GE Transportation and was Chief Technology Officer for First Horizon’s subprime lending division, bringing their proprietary LOS and AUS system online. Co-workers call him an inspiring leader with experience in mergers & acquisitions, emerging technology, ERP, Six Sigma, and global operations. His career has been characterized by providing leadership to meet business objectives of efficiencies an ... (view full description)

John Keeton


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)

Gavin Kleinknecht

Managing Director
Sylvan Road Capital, LLC

Gavin Kleinknecht is a co-founder and managing director of Sylvan Road Capital. Gavin is an experienced real estate investor and business attorney licensed in the State of Georgia. He has managed over $1 billion in real estate, including $500 million in single family rentals and $500 million in diverse commercial real estate. Gavin also has experience in venture capital, having managed early stage investments for Rebus Investment Company, Clarent Capital,  and Williams Venture Partners. Prior to managing investments, Gavin served as managing attorney for Attorney Title Services, founder and president of Southern Certified Title Company, and founder of the law firm Hudson & Kleinknecht. G ... (view full description)

Todd Konkel

Morningside Funding LLC

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)

Merrick Lackner

Rently Keyless

Sean Lance

REALM Capital Advisors

A nearly 20 year commercial real estate veteran and was previously a partner, and held executive level positions, in a global real estate services company along with starting several successful real estate companies prior to founding REALM Capital Advisors.  Sean has transacted more than $1 billion in SFR/BFR transactions since 2010 and advised on development transactions on project with more than $5 billion in capitalized values.   REALM is a vertically integrated full-service real estate advisory, and investment firm focusing on SFR, BFR, Multifamily and Land opportunities.  Sean is also an active supporter, and sustaining member, of both Meals on Wheels of Tampa an ... (view full description)

Jeffrey Langbaum

Senior REIT/CRE Equity Analyst
Bloomberg Intelligence

Jeffrey Langbaum is a senior analyst for Bloomberg Intelligence, a real-time, interactive industry research platform available on the Bloomberg Professional service. Mr. Langbaum focuses on commercial and residential real estate trends and market performance, specializing in real estate investment trusts (REITs) which invest in commercial real estate focused on the multi-family residential, office, retail and health-care sectors. Prior to joining Bloomberg Intelligence in 2012, Mr. Langbaum was a REIT analyst at Ladenburg Thalmann, WJB Capital Group, Barclays Capital and Bear Stearns since 1999.   Mr. Langbaum earned a bachelor's of science degree in finance from the University o ... (view full description)

Sandor Lau

Chief Inspiration Officer
Noted Financial

Sándor Lau was born in a good mood and is a recovering landlord threatening to relapse. He's the founder of Noted Financial, specializing in nonperforming junior real estate mortgage investing since 2013. Sándor is a regular speaker at real estate investment associations, conferences like IMN and The Paper Source Note Symposium and other investing media. In his previous career he was an award-winning filmmaker, TV reporter and writer. At you can subscribe free to receive Sándor's writing, videos, and conference discounts. 

Hench LeMaistre

PR3 Management A Progress Residential Company

P. Henchman LeMaistre – Chief Operating Officer, Progress Residential. Prior to joining Progress, Mr. LeMaistre was one of the first employees at Colony American Homes, which he joined in March 2012 and where he served as Executive Vice President of Operations. At Colony, he was responsible for developing and directing national property management operations of single-family residential assets for a portfolio of approximately $4 billion. Prior to joining Colony, Mr. LeMaistre worked at Carrington Capital Management, where he began as Operations Manager and Controller in 2004 and served as Senior Managing Director from September 2011 to February 2012. He was also a founding member and Directo ... (view full description)

Mark Leibovit

Chief Market Strategist/Editor

Mark Leibovit is Chief Market Strategist for LEIBOVIT VR NEWSLETTERS.COM which covers the overall stock market, metals/resource, cannabis and blockchain.  The VR Forecaster Report published since 1987 publishes the Annual Forecast Model for the major markets. Mr.Leibovit’s extensive media television profile includes seven years as a consultant ‘Elf’ on “Louis Rukeyser’s Wall Street Week” television program, and over thirty years as a Market Monitor guest for PBS “The Nightly Business Report”.  He also has appeared on Fox Business News, CNBC, BNN (Canada), and Bloomberg, and has been interviewed in Barrons, Business Week, Forbes and The Wall Street Journal. Mark Leibov ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

David is an active real estate investor as well as a proven entrepreneur and executive with over 25 years of real estate and construction experience. He is currently the Managing Partner of both U. S. Residential Opportunity Fund LP and Intrepid Capital Investments. David has been involved in various capacities in the planning, design, development, and construction of over 5 million square feet of commercial and residential projects.   The primary objective of U. S. Residential Opportunity Fund LP, a private real estate investment fund, is to engage in the business of acquiring, renovating, and owning residential rental properties nationwide. The fund has acquired well over 1,000 ... (view full description)

Dan Magder

Managing Partner
Center Creek Capital Group

Dan founded Center Creek Capital Group, which oversees Center Creek Housing Fund II, a single-family rental fund that invests in Florida, Georgia, and Virginia.  Center Creek also provides advisory services in mortgage capital markets and originations/servicing strategy.  Previously, he was a Director of Investments for Lone Star Funds, a $30B private equity fund specializing in distressed debt, where he opened their Washington DC office in 2009 and focused on sourcing assets through partnerships with government agencies including Treasury, the Federal Reserve, the GSEs, and HUD.  Dan previously worked as an investment banker and as a Director of Corporate Development at Capital One, where h ... (view full description)

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

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

Mark Masterson

Senior Director of Investments

Mark Masterson is the Senior Director of Investments at RealtyShares, an investment platform for real estate developers and operators to secure debt and equity financing to structure the most favorable capital stack. We provide debt and equity financing through either our institutional capital allocations, our thousands of pre-screened high net worth investors, or our strategic partners to raise capital for either debt or equity real estate offerings across the country through our streamlined funding process. Our expertise and familiarity with each capital raise allows us to access the best and most compatible capital structure for our client's deals. Ultimately, with RealtyShares, you can r ... (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)

Ryan McBride

Chief Operating Officer
Colony American Finance

Ryan McBride is the Chief Operating Officer of Colony American Finance, a leading provider of term loans and credit lines for residential real estate investors. Previously, Ryan was a Co-Founder and EVP of Acquisitions at Colony American Homes where he led the company’s overall acquisitions efforts. Prior to his roles at Colony, Ryan was a Senior Managing Director at Carrington Investment Services, LLC where he was responsible for directing the firm’s single-family residential rental strategy, capital formation and merger and acquisition efforts. Ryan also spent eleven years in investment banking, most of this time at J.P. Morgan, where he headed the West Coast private capital raising effort ... (view full description)

Ryan McFarland

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)

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

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

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

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)

Henry Morriello

Partner, Chair, Finance Department
Kaye Scholer LLP

Henry Morriello is Chair of the Finance Department and Head of the Structured Finance Practice. Henry represents clients in US and international term securitization and commercial paper conduits involving residential and commercial mortgage loans, marketplace loans, corporate loans, equipment leases, student loans, aircraft loans and leases, auto paper, trade receivables, home equity loans, intellectual property royalties and esoteric assets. He has represented global financial institutions in groundbreaking governmental financial assistance transactions, troubled financial asset portfolio sales and liquidations. He has been active in representing investment funds and financial institutions ... (view full description)

Joakim Mortensen

Chief Client Officer & Head of Institutional Loans
Colony American Finance

Joakim Mortensen is Chief Client Officer and Head of Institutional Loans at Colony American Finance, a portfolio company of Colony Capital. Prior to that, Mr. Mortensen was Director of Business Development at LNR Property LLC focused on acquiring commercial real estate loan portfolios and new originations for Auctionfinance (JV between LNR Property and Prior to that, Mr. Mortensen was a Managing Director at Renaissance Companies, an advisory firm to financial institutions and institutional investment firms. Other employers include GMAC Commercial Mortgage, Bayview Financial, and GE Capital. Mr. Mortensen has a J.D./M.B.A. from Nova Southeastern University, an LL.M from Un ... (view full description)

Jerry Mosley

R2 Residential

R2 Residential is the most comprehensive and technologically advanced single-family residential platform in the US. The R2 Team is the most accomplished in the industry having facilitated the acquisition, renovation and property management of over 23,000 homes and $3 billion deployed. Since July 2012, Jerry has served as Regional President – Carolinas for Invitation Homes (a Blackstone company). During his tenure, he has been responsible for the deployment of over $500M and managed the purchase, renovation, leasing, and property management of over 3,000 single-family homes. Invitation Homes is the largest single-family home owner in the United States, investing over $11B and over 45,000 hom ... (view full description)

Kurt Nederveld

DebtStar Capital

Peter Nelson

President & Director
True Investments, LLC

Peter J. Nelson is President and Director of True Investments LLC.  In this role, Peter is responsible for all financial, acquisition and operating activities for True's single-family rental platform.   Peter brings 35 years of executive experience to the team.  Peter was Chief Financial Officer of American Homes 4 Rent (“AMH”) a $6 billion REIT focused on single family rental homes (NYSE: AMH).  AMH grew to 27,000 rental homes in approximately two years through private financing and an initial public offering (“IPO”) in July 2013.  At AMH, Peter was responsible for all financial activities including debt and common stock and preferred stock issuances.  Peter was also involved in the company ... (view full description)

Beth O'Brien

Chief Executive Officer

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, where she ran residential capital markets, and was President of, where she ran the financing strateg ... (view full description)

Thomas O'Sullivan

Chief Executive Officer

Residential Investor One™ is a new cooperative that provides integral services and products to real estate investors. Our cooperative offers members the necessary tools for finding, acquiring, financing, rehabbing, renting and selling investment properties, while improving the efficiency and productivity of their operation.

Jon Olsen

Senior Vice President & Head of Capital Markets
Invitation Homes

Senior Vice President, Finance & Head of Capital Markets Dallas, TX   Jon Olsen serves as Senior Vice President, Finance and Head of Capital Markets for Invitation Homes (NYSE: INVH).  Reporting to the Chief Financial Officer, Mr. Olsen leads the Financial Planning & Quantitative Analysis Group, a team of 18 professionals responsible for all Capital Markets, Financial Planning & Analysis, and Business Analytics activities.  Mr. Olsen also has significant responsibility for the evaluation and execution of various strategic initiatives.    Since joining Invitation Homes in June 2012, Mr. Olsen has been responsible for the execution of over $23 billion ... (view full description)

Dan Oppenheim

Managing Director-REITs
Zelman & Associates

Dan Oppenheim is a Managing Director at Zelman & Associates, leading the firm’s REIT coverage. He joined Zelman in 2014, following six years at Credit Suisse, where he was a Director and led the firm’s homebuilding, building products, and real estate coverage. Prior to that, he spent seven years at Bank of America, where he headed the coverage of homebuilding and building products companies, and also covered multi-family and commercial real estate companies. Earlier, he was an Assistant Vice President at Wellington Management, where he focused on value/yield oriented companies. He began his career as a Financial Analyst at Goldman Sachs, working on the paper and forest products sector. O ... (view full description)

Steve Outslay

VP Sales, Property Management

Steve Outslay is a Vice President at PointCentral, the leading provider of cellular-based keyless Smart Home solutions. PointCentral enables building owners and managers to remotely control access and energy use across all properties. PointCentral is a subsidiary of, a publicly held company and the leading provider of Smart Home security systems for consumers with over 2.4 million customers nationwide. Prior to joining PointCentral, Steve spent two decades with Supra Products providing lockboxes to over 90% of Realtors in the U.S. As the Vice President of the Real Estate division, Steve helped to design the world’s first electronic lockbox for the Real Estate Industry and he holds ... (view full description)

Mathew Owens

OCG Properties, LLC

Mathew is the founder of OCG Properties, LLC a company that specializes in equity and cash flowing real estate investments. He graduated from UC Santa Barbara with a bachelors degree in economics with an emphasis in accounting, earning his CPA license while performing audit and taxation engagements at various CPA firms, and worked primarily on large real estate clients.  He currently specializes in value add cash flowing residential and multifamily real estate investments having purchased and renovated over 450+ properties.  Mathew works with investors in multiple ways to acquire real estate in high cash flow markets around the country.  He also helps investors develop various cash flow stre ... (view full description)

Thomas Poe

First Vice President
B2R Finance

Thomas Poe is a first vice president at B2R Finance where leads the development and implementation of the Foundation Loan Program, available through B2R division Dwell Finance. Prior to his this role, Thomas worked within nearly all aspects of the Company’s value chain, from front end originations evaluation to large loan underwriting. Prior to joining B2R Finance, Thomas was a consultant at BlackRock, where he valued hundreds of commercial real estate properties as part of bottom-up CMBS valuation platform within the Company’s Financial Markets Advisory arm. Prior to BlackRock, Thomas held roles as a commercial mortgage backed securities servicing analyst and as an asset manager for a portf ... (view full description)

Lance Popp

Founder and Co-CEO

Co-Founder and Managing Partner 

Residential Capital Management
Ameritrust Residential Services
WRI Property Management     
RCM National Realty                 

General Partner of RCM Fund 1 & RCM Fund 2

Elizabeth Porras

Senior Vice President of Production
Colony American Finance

Elizabeth Porras is Senior Vice President, Head of Production at Colony American Finance. She is responsible for originations, partnerships, CAF’s loan purchase program and other business development initiatives. Prior to joining Colony American Finance, Elizabeth was General Counsel and Director of Operations for Opendoor, and prior to Opendoor she was General Counsel of Dwell Finance and 643 Capital Management Inc. Elizabeth was also previously an Associate at Jones Day, practicing in the Real Estate and Banking and Finance groups. Elizabeth received a J.D. from The University of Chicago Law School and a B.A. from Rhodes College.

Alan Pott

Managing Member
Cornerstone Capital, LLC

Steve Prouse


Steve currently serves as CEO  of TitleView, a technology platform that simplifies the condition of title for acquisitions, portfolios, originations and strategic sale initiatives. Steve founded TitleMetrics, a title research and analytics firm that provides real estate due diligence, surveillance and market intelligence to investors, lenders and insurance firms, including 14 of the top 20 servicers nationwide.   Prior to founding TitleMetrics in 2011, Steve held various leadership, operational and underwriting roles for large Title Underwriters, developed technology to streamline title production, vendor management and high volume title grading and curative efforts.  Since 2008, ... (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)

David Quine

VineBrook Homes

David is the Chief Technology Officer at Vinebrook Homes where he oversees the company technology, data, and processes.  David is an accomplished professional that brings over 30 years of experience in property management, real estate, construction, and financial services to the SFH industry.  David’s unique blend of skills in technology, business process management, and business intelligence have combined to bring a number of innovative technology solutions to the SFH industry.   Prior to his time at Vinebrook Homes, David spent most of his career as a consultant implementing major ERP systems for several leading consumer brand companies.  David has also been an educator, speake ... (view full description)

Padma Rajagopal

Vice President-Senior Analyst
Moody's Investors Service

Yanir Ram

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.

Ben Rao

Community Buying Group

Community Buying Group founder and president, Ben Rao, has been a real estate investor and landlord for more than ten years. As an “investor-landlord,” he gained the hands-on entrepreneurial experience that comes with rehabbing properties to either immediately resell (flip) or to rent and manage. Currently, Ben owns a property management company and still flips single family properties. This industry experience led him to establish Community Buying Group (CBG) in 2010, whose mission is to help real estate investors become more profitable through education and better pricing.  CBG also works with hundreds of real estate investor associations, across the country, by giving them industry conten ... (view full description)

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)

Tim Reilly

Green River Capital

As president of Green River Capital (GRC), a leading real estate company that provides a variety of REO asset management, valuation, single-family-rental (SFR) collateral review and property management services, Tim Reilly is responsible for the overall operations of the company.   GRC was formed in 2003 to provide “turn-key” REO asset management services utilizing cutting-edge technology and has since expanded its offerings to include surveillance programs and support for investors’ SFR strategies with pre- and post-acquisition services.   Under Mr. Reilly’s leadership, GRC has maintained full market share in the SFR market. Since SFR securitizations began nearly two ... (view full description)

Ed Renwick

Raineth Housing

Mr. Renwick's experience includes serving as a partner at the The Yucaipa Companies, ("Yucaipa") a large private equity firm focusing on retail, food and media investing. Prior to joining Yucaipa, Mr. Renwick was a consultant at The Boston Consulting Group ("BCG") where he was responsible for providing strategic and operational assistance to Fortune 500 companies. Prior to BCG, he was the Senior Vice President of Business Development at the Chongqing Wanli Storage Battery Company in Chongqing, China. Mr. Renwick also worked as an analyst in the Real Estate Investment Banking division of Goldman Sachs where he worked on over $1 billion of real estate sales and financings. Mr. Renwick is a ... (view full description)

Damon Riehl

Investment Property Loan Exchange LLC

Damon A. RiehlMr. Riehl founded Investment Property Loan Exchange in June 2017. Prior to joining Ocwen, Mr. Riehl was Head of Commercial Lending for Ocwen from 2015 to 2017. S Mr. Riehl has also held leadership positions at Citibank, BMO Harris Bank, GE Capital, First National Bank of Omaha, & Fannie Mae.  Mr. Riehl has over 30 years of lending experience in a broad array of asset classes, including mortgage, home equity, consumer, small business, and construction lending. Additionally, he has extensive experience in the area of lending business startups and reengineering. 

David Roberts


We speciaize in the investor space with coverage for REO's, Foreclosed properties and Force Place coverage for loans that the borrower has allowed their coverage to lapse. We also track insurance for our client's to monitor borrower compliance.
Our coverage in the rental space includes Portfolio coverage for all properties on one policy. We also offer Renter's insurance for your tenants as well as banket Tenant Liability. We also track insurance for rental properties to insure tenant compliance with the terms of their lease.

Todd Roberts

Managing Member
PARC Property Group

Todd Roberts serves as PARC Property Group’s Managing Member. A 25-year real estate industry veteran, Roberts has a diverse and successful history of accomplishments, and a commitment to residential Real Estate in Indiana. As an executive level manager, Todd has extensive experience overseeing business performance and strategic growth initiatives. These positions were held with large national and regional building, development and real estate investment companies. Through these positions he has been involved in the construction and renovation of more than 8,000 homes across the State of Indiana. Todd’s leadership in the real estate industry has included the following held positio ... (view full description)

Randy Robertson

Managing Director, Head of Securitized Asset Investments

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


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)

Engelo Rumora

Ohio Cashflow

Hi, I’m Engelo Rumora, the Real Estate Dingo and your favorite Australian. 

I quit school at the age of 14 and played professional soccer at the age of 18. From there, I began to invest in real estate. I now own real estate all over the world and have bought, renovated, and sold over 500 properties. 

I am currently in the process of launching a real estate brokerage that will disrupt the entire industry.

I’m also known for giving houses away to people in need and my crazy videos on YouTube. 

My life’s mission is to be remembered as someone that gave it his all and gave it all away.

Stephen Schmitz

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)

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)

Tom Shapiro

President & CIO
GTIS Partners

Tom Shapiro is the President and Founder of GTIS Partners. In addition, Mr. Shapiro is the Chief Investment Officer and is responsible for overseeing all investment activities and strategies of the firm. He is also Chairman of the General Partner’s Committee. GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, São Paulo, Brazil, Paris, France and Munich, Germany. The firm has 86 employees and approximately $4.6 billion of assets under management. Prior to starting GTIS Partners, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm’s Investment and Management Committee ... (view full description)

Rick Sharga

Executive Vice President

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, 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

Kajaine Capital

Sang Shin

Vice President, Senior Analyst
Moody’s Investors Service

Sang Shin is a Vice President – Senior Analyst with Moody’s Investors Service. Mr. Shin has been involved in credit risk analysis in a variety of structured finance transactions, including U.S. residential mortgage-backed securitizations (RMBS), Single Family Rental (SFR) securitizations in the US and European Covered Bonds based in London. Prior to joining Moody’s, Mr. Shin worked at Citigroup in Global Capital Markets focusing on RMBS securitizations. Mr. Shin graduated from the University of Pennsylvania, Wharton School with an MBA in Finance and Strategy.

Tim Siebelink

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)

Thomas Silvia

Managing Director
VineBrook Partners

Thomas J. Silvia Partner, VineBrook Partners Founder: 2009-2011 - Fenix Partners, LLC - invests in distressed components of the capital markets. The majority of the fund was deployed in distressed residential mortgage-backed securities. Senior Vice President and Bond Group Leader: Fidelity Investments Oversaw the portfolio management, trading and research of over $200 billion. Performed other roles with Fidelity over 15 years including 7 years as a portfolio manager specializing in mortgage-backed securities Delivered top quartile performance for all mutual funds and institutional portfolios over the tenure as portfolio manager Best performing MBS mutual fund, Lipper Category, 1/1/1993 to 11 ... (view full description)

David Singelyn

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)

Puneet Singh

Managing Partner
Law Offices of Kimball, Tirey & St. John LLP

Puneet K. Singh has been practicing real estate and business law in California for over 13 years. She is the managing partner for the Northern California offices of Kimball, Tirey & St. John LLP where she oversees all landlord / tenant and post foreclosure related issues. Ms. Singh advises, counsels and represents owners, management companies and institutions in unlawful detainer actions, landlord / tenant litigation and transactional matters. Ms. Singh also sits on the board of directors for numerous local real estate associations for which she regularly provides seminars. ADMITTED: California and Federal Bars, 2001 EDUCATION: University of San Franci ... (view full description)

Michael Soliz Jr

1 Oak Advisory

Michael is a 20-year finance veteran and a devoted residential second lien debt buyer. Currently, his responsibilities are the overall execution of its fund strategy, with a particular emphasis on financing, loss mitigations, and whole loan trading. His vast experience and relationships have provided a rather unique opportunity for 1 Oak Advisory and it's partners.


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)

Val Sotir

Managing Director
Watermark Capital & Watermark Exchange

Val Sotir is the founder and CEO of Watermark Capital Funding Partners and Watermark Trading Exchange. Val brings over 25 years of trading experience from Wall Street to mortgage banking and in buying and selling distressed mortgage notes - an essential element to the company´s success. His career started on Wall Street as a stock broker, investment banker and securities sales professional with emphasis in trading, investment planning and research & client portfolio management. Besides the day to day operations at Watermark Capital, Val also serves as the Managing Director at Watermark Trading Exchange  - The Premiere Note Exchange that is creating a bridge between Wall ... (view full description)

Grace Soueidan

Senior Vice President
FirstKey Mortgage, LLC

Haendel St. Juste

Executive Director- Research
Morgan Stanley

Ken Starks

Account Executive
Civic Financial Services

Ken began his career in the real estate industry in 1999 producing real estate related conferences and events.  In 2002 Ken took what he knew and joined First Franklin Financial – then the nation’s 3rd largest subprime lender.  He quickly earned many recogniations including qualifying as a “Top 200” originator and has since personally originated over $500M in loan volume across 48 of the 50 states.  Additionally Ken has been recognized and quoted in several books and publications including WSJ and USA Today. Simultaneously, Ken completed his first real estate investment in early 2003.  Since that time, he has personally completed more than 80 single family asset transa ... (view full description)

Josh Stech

Founding Partner

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)

Martin Stout

Go Roof Tune Up

Mr. Stout is the President of Go Roof Tune Up, Inc., he has built the structure of the company to focus exclusively on; inspecting, reporting, repairing and warranting roofs, primarily for the single family home market. Go Roof Tune Up has developed cutting edge tools for evaluating and tracking roofing issues. Providing investors valuable data such as life cycle, cost to repair vs. cost to replace. Previously he was COO of one the largest residential roofing contracting firms in California, roofing over 15,000 homes per year. He currently serves on the Technical Board for the Tile Roofing Institute helping to write nationally recognized and approved installation standards. He is ... (view full description)

Jackson Su

Managing Partner
Bridge Tower Partners

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

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties

Andrew Syrios is a real estate investor and partner in the firm Stewardship Properties. He is also a weekly columnist for Stewardship Properties owns just shy of 1000 units in five states. He lives in Kansas City, MO.

Bill Syrios

Founding Partner
Stewardship Properties

--STEWARDSHIP PROPERTIES (Eugene, Oregon), 1989-Present, Real estate investment company started in 1989 and now owns 50 houses and 235 apartment units, mostly around the University of Oregon in Eugene, Oregon. During the downturn in 2007-2010 Stewardship flipped over 150 houses. / In the last 25 years Stewardship has rasied over $20,000,000 in private loans to fund purchases: --STEWARDSHIP INVESTMENTS (Kansas City, Missouri), 2011-Present With sons, Andrew and Phillip, started a real estate investment company in the Kanas City area that now owns 150 apartment units and 245 single fa ... (view full description)

Brent Taggart

Senior Managing Director
Clayton Holdings LLC

Mr. Taggart has worked in the Real Estate and Mortgage Trading industry for 17 years, starting his career at Fairbanks Capital, where he learned the fundamentals of default servicing. During his time at Fairbanks, he worked up the ranks from the operations side to eventually becoming Senior Analyst in the analytics department, where he analyzed large sets of data for clients and for the Senior Executive Team. Following Fairbanks, Mr. Taggart worked for Credit Suisse in New York as a Vice President on the Residential Scratch and Dent Trade Desk. His responsibilities included the pricing, due diligence, portfolio management, and oversight of servicing of the portfolio. He worked at Credit Suis ... (view full description)

Dallas Tanner

President and CEO
Invitation Homes

Dallas B. Tanner is President and Chief Executive Officer (CEO) of Invitation Homes, and a member of the company’s board of directors. As a founding member of Invitation Homes’ business, Mr. Tanner was at the forefront of creating the single-family rental industry. Since the founding of Invitation Homes in April 2012, he served as Executive Vice President and Chief Investment Officer, as well as Interim President. Prior to the initial public offering of Invitation Homes in February 2017, he served on the boards of the company’s predecessor entities. Mr. Tanner has nearly 20 years of real estate experience through the establishment of numerous real estate ... (view full description)

Samuel Tucci

Resolute Property Solutions

Sam Tucci 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. Tucci is a results-oriented leader with proven success in new market identification and strategic positioning for constructions and field services organizations, increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. Tucci is 26 year veteran of the single-family residential construction and maintenance industry.  In his leisure time, Tucci enjoys spending time with his wife and son, reading, active sports, an ... (view full description)

Fred Tuomi

FCT Management

Frederick C. Tuomi Mr. Tuomi served as President, Chief Executive Officer and Director of Invitation Homes Inc, the nation’s largest single-family rental company, from 2017 until his retirement in 2019.  Prior to its merger with Invitation Homes, Mr. Tuomi served as Chief Executive Officer and Director of Starwood Waypoint Homes from 2016 until 2017.  Prior to its merger ... (view full description)

Nathan Vannatter

Envy Asset Solutions

Nathan Vannatter has spent 12 years in the construction industry including managing multi-state residential sites and most recently working with foreclosed property renovations and preservation throughout the country to enhance the value of investor's portfolios. He began his career in construction shortly after earning a Bachelor's Degree in Accounting and an MBA both from Ball State University. Currently Nathan is the Chief Executive Officer at ASONS located in Muncie, IN. In this role, Nathan works closely with all areas of the business to ensure ASONS provides Clients with the services they deserve throughout the United States. With a focus on providing quality on-time services to Client ... (view full description)

Marco Vartanian

Senior Vice President-Property Management
Starwood Waypoint Residential Trust

Marco Vartanian is the Senior Vice President of Property Management & Leasing for Starwood Waypoint and brings over 15 years of real estate investment and asset management experience to this role.  He previously served as the Regional Director for Southern California where he led the growth of the Waypoint platform.   Prior to joining Starwood Waypoint, Marco was Vice President of Asset Management at Buchanan Street Partners, where he managed a portfolio of real estate assets that included industrial, office, retail, and apartment buildings across the Western U.S. He brings additional experience from Maguire Properties, Cushman Wakefield.   Marco holds a BS in Bus ... (view full description)

Ted Weinstein

VP, Banking Relations
CastleRock REO

For the past 30 years Mr. Weinstein has been involved in the foreclosure process and the real estate it generates. As either principal or agent, Mr. Weinstein has re-positioned over 5,500 properties throughout the country with strong concentration in asset valuation, lending and collateral structuring, operational management and renovation pricing disciplines. AS Managing Director of Acquisitions at CastleRock REO, Mr. Weinstein vigorously pursues novel strategies to improve REO acquisition and liquidation efficiency by managing risk and reducing hold time, while improving price execution. Founded and based in New York since 2009, CastleRock REO is one of nations leading purchasers and re-se ... (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

HavenBrook Homes

Adam Whitmire

Fund Manager
Arabella Capital

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

Tyler Wine

American Real Estate Investments LLC

James Woodwell

Vice President, Commercial Real Estate Research
Mortgage Bankers Association

Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a regular speaker at industry events and a frequent contributor to Mortgage Banking magazine and other periodicals. He has appeared on CNBC, Bloombe ... (view full description)

Bruce Wuollet

Bakerson, LLC

Bruce is the founder and the current owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s 17 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good dea ... (view full description)

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

Paul specializes in multi-family owner representation in Texas, Oklahoma, and New Mexico, Single Family Rental (SFR) portfolios throughout the United States, and land. In 2017, Paul is currently the #5 highest producing Broker out of over 1,100 SVN Brokers worldwide. In 2016, he finished as the 2nd ranked SVN broker in the Southwest Region and was the 25th highest producing Broker out of over 1,100 SVN Brokers worldwide.     Paul is the Product Council Chair for SVN’s newly formed SFR Portfolio Product Council, providing guidance to other SVN brokers throughout the US with the disposition of SFR portfolios. Paul has represented institutional inve ... (view full description)

Matthew Zall

First Vice President
B2R Finance

Matthew Zall is a first vice president at B2R Finance where he oversees trading and securitization operations for the Company. Prior to joining B2R, Matthew was a commercial mortgage and CMBS trader at both Bear Stearns and J.P. Morgan, where he focused on mortgage and subordinate loan trading, structuring and securitization. Matthew began his career in accounting and held roles at Eastman Kodak and Lazard Frères & Co. He earned his MBA in Finance from Fordham University and his bachelor’s in Finance from Pennsylvania State University.

Brent Zande

Principal, Chief Operating Officer
R2 Residential

A licensed real estate broker and general contractor throughout the Southeast, Brent Zande brings to R2 Residential, LLC 27 years of experience directing large construction teams. Over his career, he has managed the construction of more than 11,000 single-family residential and commercial projects. In 2012 he co-founded R2, which was a merger of his construction firm and R2’s existing acquisitions platform.  Since then, Brent has built R2 into the Southeast’s leading substantial acquisitions, rehab and dispositions firm. He currently oversees R2’s daily operations and has been responsible for the transition of more than 5,000 assets and the R2 team has placed more than $3 billion of investor ... (view full description)
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 4th Annual Single Family Rental Investment Forum


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*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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