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Thibault Adrien

CEO
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 

Or Agassi

CEO
Stoa

Born and raised in Israel, Or is a serial tech entrepreneur with several successful exists under is belt. He is an active real-estate investor for 7 years, a lawyer by trade and an animal rights activist.

Allison Ambrose

CEO
ARG REALTY AND PROPERTY MANAGEMENT

Allison Ambrose is the founder and CEO of Arg Realty & Property Management Services LLC. She is a seasoned property manager with over 15 years in the industry.  In 2004, she first began as a leasing and marketing specialist in the multi-family sector, Specializing in new builds and lease-ups for various properties throughout the US.  After some time she settled in Atlanta GA where managed over 4,000 units.  In 2013 Allison founded ARG  Realty & Property Management Services.   A full-service property Management Company focused on servicing single-family, multi-family, and short-term rentals.  Today, ARG manages a combined portfolio of over 400 units.
 

Sterling Anderson

President & CEO
Sterling Capital

Sterling Anderson is President & CEO of Red Oak Development (Formerly Sterling Capital Investments) , a real estate development company that focuses on investing in and developing single family, multifamily and hospitality properties. Sterling is responsible for the day to day operations of the company, raising capital and working with its group of buyers and investors.

Chris Avallone

Head of Merchant Banking
Amherst

Christopher Avallone is Head of Merchant Banking at Amherst, a $9.8bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. Amherst’s mission is to solve the problems of a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for all stakeholders – residents, buyers, sellers, communities, and investors.  Christopher joined Amherst in 2018 and has since leveraged his 12+ years of capital markets expertise to grow Amherst’s single-family rental platform and investment management business into one of the largest operators of single-family assets. Prior to Amherst, Christophe ... (view full description)

Mathew Avrhami

Founder
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)

James Bagley

CEO
City Homes

James J. Bagley is a seasoned private equity sponsor/operator recently completing his 13th successful PE real estate transaction as a sponsor/operator.  Currenly we are working on growing our B4R portfolio as a PE sponsor producing whole community and scatter inventory for B4R owners. Mr. Bagley is CEO of City Homes, an industry leader in destination resort development and is one of the largest builders of vacation rental homes in the United States.  Vertically integrated into City Homes are land development, homebuilding, hotel, retail and waterpark construction, furniture distribution and vacation rental management. Destination resort projects are located in Orlando and Pigeon Forge/ ... (view full description)

Zach Bassett

VP, Field Operations
Property Masters Inc

Zach Bassett began his career with Property Masters Inc in 2013. His passion for the business and construction renovations was nurtured by working his way through Property Masters field organizational structure mastering every capacity as he made his way to his current position, VP, Field Operations, where he oversees national field operations and staff.  Zach’s leadership path in the company has given him a unique perspective and understanding of the the importance each role plays in the overall success of the business in meeting strategic goals and objectives of both the company and our clients alike. Zach’s keen ability to maximize individual strengths and minimize weaknesses along with h ... (view full description)

John Beacham

Chief Executive Officer
Toorak Capital Partners LLC

John is the CEO and founder of Toorak Capital Partners.  Toorak is an investment platform focused on opportunities in the residential bridge loan and single family rental lending space.  Prior to Toorak, John was the founder and President of B2R Finance (now Finance of America Commercial), the leading mortgage origination company focused on the single family rental and residential bridge loan markets.  B2R was owned by funds managed by Blackstone Tactical Opportunities.   Before founding B2R, John led Deutsche Bank's single family rental lending practice, originating more than $5.0 billion in single-family rental loans made to large institutional acquirers of homes.  Prior to the ... (view full description)

Gary Beasley

CEO & Co-Founder
Roofstock

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

Bradley Bordelon

Chief Operations Officer
Red Rocks Asset Solutions

Brad Bordelon is the Chief Operations Officer and Co-Founder of Red Rocks Asset Solutions. During the last 15 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. ... (view full description)

Ryan Bowers

President
The Peak Group

Ryan Bowers is the President and CEO of The Peak Group, a Single-Family Rental platform and investment company in Dallas-Fort Worth. Since inception, Ryan and his team have amassed a portfolio of over 1,200 homes in the Southeastern United States and is excited to see what the future holds for his rapidly growing company. Through their operational expertise and belief in the power of real estate to create and sustain long-term wealth, they have created a powerhouse in the DFW single-family rental investment market. Prior to co-founding The Peak Group, Ryan and his brother, Todd, successfully invested in their first property and the duo never looked back. Ryan has combined two decades o ... (view full description)

Sean Breuner

Founder & CEO
AvantStay

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

Michael Brevdeh

Partnership Associate
Rhino

Michael Brevdeh is a Partnerships Manager at Rhino working with owners and managers to eliminate the need for cash deposits in renting. In his two years at Rhino, he has brought on hundreds of partners and well over 100,000 units. Michael brings several years of tech experience to his role at Rhino and truly believes in helping businesses improve their operations through technology.  Michael currently lives in New York City and enjoys helping owners and managers increase NOI, reduce bad debt, and gain a competitive advantage in the market.
 

Patrick Burns

Co-Founder & CEO
Spruce

Patrick is co-founder and CEO of Spruce, the platform for powering online real estate transactions. Spruce's APIs and services for title insurance and closing make it the best option for forward-thinking mortgage lenders and real estate companies looking to scale their business while becoming more efficient and providing great experiences to their customers.
Prior to starting Spruce, Patrick spent 3 years as Product Manager at Betterment, the largest automated investment service with 400,000 customer and $20 billion under management. He holds an MA in Statistics from Yale, and a BA in Physics from Oxford.

Phillip Burton

National Sales Director
Interior Logic Group

As Senior Director of  Sales with Interior Logic Group, my focus is on bringing value, trust, collaboration and transparency to all of our relationships and to initiate opportunities for education and growth which translate into increased ROI for our customers and ourselves.  Creating healthy, sustainable partnerships that significantly contribute to your bottom line is what I do best.  I know that “how we do business” together is just as important as “what we do” in business together.  Having win-win business relationships that are mutually beneficial, mutually satisfying and everyone feels good moving forward together is the most important part of my career.   I strive to be de ... (view full description)

Jay Byce

CoFounder & SVP
ResiBuilt Homes

Mr. Byce is co-founder & SVP of ResiBuilt Homes, a production homebuilder based in Atlanta which is revolutionizing the homebuilding business through innovative building techniques, modern sales processes and enhanced customer optionality to provide high quality, affordable workforce housing.  ResiBuilt has the land pipeline to build over 1,200 homes in the Atlanta MSA over the next two years and is in the process of expanding its footprint to other cities across the southeast.    His previous experience includes serving as Senior Vice President of Investments handling national strategic planning and execution for the start-up and growth phases of three single family REITs in ... (view full description)

Douglas Caraballo

EVP – Acquisition & Development
Quinn Residences

Douglas Caraballo is the Co-Founder and EVP of Quinn Residences, which builds communities exclusively for rent. Since its formation in 2019, Quinn has grown exponentially in its first year of launching, with more than 800 homes under development and lease-up. From its initial start-up through today, Quinn is now a BTR leader throughout the Southeast US.

Stephanie Casper

VP, Head of Sales
LendingHome

Stephanie leads the Sales team at LendingHome.   She has been a lender to residential investors since 2015 when she joined CoreVest Finance as Head of Bridge Lending.  While at CoreVest, Stephanie worked directly with customers to develop additional loan products to meet the changing needs of the residential investor.  Prior roles included operational, marketing and sales management roles at GE, Marriott International and Green Street  Advisors.  She has a B.S. from The Hotel School at Cornell University, and an MBA from UNC Chapel Hill.  Stephanie is a fellow investor in the SFR space with a small portfolio of rentals.  She caught the residential investme ... (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)

Marc Chasin

VP
Eden Living

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)

Jeff Cline

Executive Director & Principal
SVN | SFRhub Advisors

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

Jordan Cohen

Chief Investment Officer
Transcendent Investment Management

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

Leah Collich

Investment Counselor
Real Wealth Network

Leah Collich is an investment counselor at Real Wealth Network, a real estate investment group with over 57,000 members. She is passionate about helping people find real estate investment opportunities in the strongest cash flow and growth markets.  

Andrew Collins

Co-Founder & CEO
Bungalow

Andrew Collins, co-founder and CEO of Bungalow, was inspired to create Bungalow after experiencing first-hand the difficulties of finding an affordable apartment and establishing a community when relocating to San Francisco. With COO and co-founder Justin McCarty, he identified a gap in the residential real estate market and seized the opportunity to create accessible rental options for people looking to move to new cities without an established personal network. Since launching in 2017, Bungalow has helped countless people find community through co-living. Andrew has a degree in Sociology from Princeton University and earned his M.B.A. from Wharton School of the University of Pennsylvania. ... (view full description)

Michael Cook

CIO
MCB Capital

Michael Cook serves as Chief Asset Officer to Resi-Shares, where he oversees the acquisitons, operations and management of a fix & flip and SFR fund. Michael Cook also manages a $50m real estate private equity fund focused on Single Family Rental Homes in the Dallas / Fort Worth Area.  The portfolio is a combination of traditional single family rentals and several build-to-rent communities.   Michael Cook is a former Chief Assets Officer at Sylvan Road and a Director of U.S. Asset Management at GTIS. During his time at Sylvan Road, he managed over 2,000 single family homes and acquired over 120 homes per month in seven different markets. While at GTIS, Mr. Cook bu ... (view full description)

Kori Covrigaru

CEO
PlanOmatic

Kori Covrigaru is the Co-Founder and CEO of PlanOmatic, the biggest, fastest provider of Property Insights, 3D tours, photography and floor plans nationwide. With an unwavering determination for client success, he has created a team that thrives on the core value of together we win. With a national network of 200+ contractors and 40 employees, Covrigaru has met the moment with the unique value proposition PlanOmatic offers through technology combined with data to support their clients’ goals.

Josh Craig

Chief Operating Officer
Lima One Capital

Trey Cummings

CEO
Omega Realty Group

Trey Cummings is CEO and managing member of private equity firm CS Equites and property management company Omega Realty Group located in Birmingham, Alabama.  He holds an Alabama Real Estate Broker’s License and specializes in foreclosure purchases and sales and holds the Short-Sale and Foreclosure Resource (SFR) Designation. He currently owns and manages over 1,000+ rental units throughout the State of Alabama. Trey received both undergraduate and graduate degrees in accounting from the University of Alabama at Birmingham (UAB) and was previously employed with a “Big Four” accounting firm for 4 years.

Ryan Curran

SVP, Operations
Northsight Management

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

John Curry

CEO
Setanta Development Capital

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

Paul M. Davey

CEO
Balcara Group, LLC

Paul Davey has over 30 years of experience in the real estate and financial sectors, both nationally and globally.  He has acted as investor, lender, and advisor across all financial products and property types. He has completed over $26 billion of transactions during his career. Mr. Davey co-founded Balcara Group, LLC in 2018 with the objective of developing and owning single-family rental home communities. From March 2013 until May 2015, he was Deputy Head of the Americas and a Senior Portfolio Manager within the Real Estate and Infrastructure Department of the Abu Dhabi Investment Authority, based in Abu Dhabi.  He served as a member of the Real Estate Division’s Executive Com ... (view full description)

Eric Delgado

Director
MCM Capital

Has 20+ years of start-up leadership experience.   Has been a Director of MCM Capital since 2009 and helped form one of the largest private asset management firms in the country.  At MCM was part of investor relations, created a large vendor network, and real estate network.  His efforts led to the disposition of several billion dollars worth of real estate. Other experience includes: President of Shyft Moving, a venture backed technology company headquartered in San Francisco. Founding member of Zippy Shell Inc, and helped lead their series A and B funding. The series B funding was integral in Zippy Shell acquiring 1-800-Pack-Rat and ... (view full description)

Jordan Farrales

Director of Acquisitions & Development
LyvWell Communities

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

Matthew Fernandes

VP Sales and Business Development
Finance of America Commercial

Matt Fernandes brings eighteen years of mortgage industry experience in credit risk & policy, sales, underwriting, and product development. In his current position, Matt works with clients on financing solutions for their projects and rentals while also teaming up with company leaders to expand Finance of America Commercial’s product offerings and national footprint.
 

Ben Fertig

President
Constructive Loans, LLC

Ben Fertig currently serves as President of Constructive Loans. Constructive originates, services, and securitizes single-asset rental loans, and originates and services fix-and-flip loans. Prior to Constructive, Ben ran Credit and Asset Management at Finance of America Commercial; and, before that, he served as Chief Operator Officer of Jordan Capital Finance, where he managed originations, credit policy, and capital markets. Ben was instrumental in the sale of the Jordan Capital Finance platform to Blackstone and Finance of America in 2017.

Howard Fife

Principal
Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Ar ... (view full description)

Mark Filler

CEO
Apex Home Partners

Mark’s companies have originated over $150 billion of mortgage loans. One of the companies he founded was the largest residential renovation lender in the U.S. He was also sole founder/CEO of Jordan Capital Finance (JCF), a lender to residential rehab investors. JCF had 2,000 clients nationwide and became one of the top 3 lenders to fix & flip investors in the U.S. JCF developed sophisticated property valuation/underwriting methodologies that resulted in never losing money on a loan. The business was sold to an affiliate of The Blackstone Group in 2017. Prior to Apex, Mark started 4 successful businesses; none of his investors lost any money and every lender was f ... (view full description)

Michael Finch

EVP & Principal
SVN | SFRhub Advisors

Michael Finch began his career in commercial real estate over 15 years ago in Phoenix, Arizona.  He has developed broad local and national relationships with top-ranked, high density mid to large-scale developers for commercial mixed use & multi-family development. Finch has continued to deliver value-add opportunities as ever-changing market cycles continue to evolve. With an extensive national network, Finch has experienced continued success in the commercial real estate industry while establishing strong alliance member relationships. He enjoys being an integral partner for client teams focused on large-scale, income-producing portfolios, while specializing in single-famil ... (view full description)

Dane Fitch

VP of Originations
Riverbend Lending

Brian A. Flaherty

Chief Operating Officer
Global Strategic Business Process Solutions Inc.

Brian A. Flaherty, Chief Operating Officer Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA.  Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO.  In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider.  Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)

Sean Flannery

Managing Director
PCCP LLC

Patrick Flynn

VP & Co-Founder
Yellowbird Enterprises

Rich Ford

CDO
Roofstock

Rich Ford is a co-founder and Chief Development Officer for Roofstock, an online marketplace for buying and selling occupied rental homes.
 
Before Roofstock, Rich had a 20 year career in real estate investment banking including working at Jefferies, Bank of America Merrill Lynch, Lehman Brothers and Morgan Stanley. Rich has an MBA from the University of Chicago, a Masters of Science in Economics from the London School of Economics and a Bachelor of Science in Economics from the University of Victoria.
 

Karen Gados

Managing Partner
Pikes Peak Capital

Karen is founder and Managing Partner at Pikes Peak Capital (PPC), a boutique real estate private equity company. Pikes Peak Capital purchases deeply-discounted residential houses from banks and resells them near market value to local investors or families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. The funds PPC manages buy and sell over 500 properties/year.
 

Paul Garner

Director-Capital Markets
Walker & Dunlop

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

Steven Gesis

COO
Smartland

Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Kevin Gibbons

Managing Director
Amherst Pierpont

Kevin is head of the asset-backed banking business at Amherst Pierpont and has over 20 years of experience in advising and raising capital for specialty finance companies, non-bank lenders and credit funds. His experience spans a broad range of commercial/consumer assets with a particular expertise in specialty and emerging asset classes. Prior to joining Amherst Pierpont, Kevin served as head of the non-bank lender finance group at Capital One, co-head head of investment banking for Amherst Securities Group and co-head of origination for the BMO Capital Markets’ U.S. Securitization Group. Kevin holds an MBA from the University of Chicago Graduate School of Business, a BS in Finance from Mar ... (view full description)

Charles Goodwin

Director of Sales
LendingHome

Charles is the Director of Sales at LendingHome. He has been in residential real estate lending since 2016 and has worked in loan origination and sales leadership at LendingHome for the past 5+ years. Through his learnings at LendingHome, he drank the residential real-estate Kool-Aid and has purchased over 40 investment properties over the last 3 years. Prior to joining LendingHome, Charles had a professional background in technology sales, and a Bachelor's degree in Finance & Economics.
 

John Gray

President
LSFR

Mr. Gray is President of LSFR, the single-family rental arm of Lennar Corporation.  Formed in 2020, LSFR provides renters the ability to live in new homes across the United States at affordable prices and invests out of their flagship Upward America vehicle, a $1.25b equity venture.  Prior to LSFR, Mr. Gray served as President of LMC Investments, the investment management arm of Lennar's multifamily business.  John joined LMC as its second employee in 2011.  Prior to Lennar, John was with Crescent Communities and Grandbridge. Mr. Gray is a graduate of the University of North Carolina at Chapel Hill, a member of NMHC and ULI, and is the Vice Chairman of YMCA Camp Thunderbird's boa ... (view full description)

Robert Greenberg

Chief Marketing Officer
Patch of Land

Robert is the Chief Marketing Officer for Patch of Land a private money lender providing financing to real estate investors throughout the country. Patch of Land offers borrowers access to reliable capital for residential and commercial real estate projects, including Fix & Flip, Bridge, Long-term Rental, and Ground-up Construction loans ranging from $100K to $10M.    Prior to Patch of Land, he led the marketing efforts for B2R Finance where he helped originate over $1B of real estate loans that led to the industry’s first-ever multi-borrower single-family rental securitization. At B2R, he was responsible for branding, corporate communications, lead generation, and integrated ... (view full description)

Shaun Greer

VP of Homeowner Sales & Marketing
Vacasa, National Short Term Rentals

Shaun Greer joined Vacasa in 2015 and currently serves as Vice President of Sales & Marketing. He is responsible for the company's organic portfolio growth including new portfolio acquisition marketing, sales development, property management and real estate sales. Vacasa manages over 30k short term rentals across 400 US markets including Belize. Costa Rica, Canada, and Mexico. In 2018, Shaun was tasked with building Vacasa's real estate division, which has grown to over 350 Vacasa agents and 4,000 agents within it's referral network. He is also a licensed real estate agent.

Chris Griego

COO
TaskEasy

Duane Hale

National Sales Executive
ServiceLink

Duane Hale currently serves as National Account Executive, Business Development for ServiceLink, directly responsible for maintaining existing relationships for some of ServiceLink’s strategic accounts, and developing new client relationships. Duane is responsible for product strategy, working with clients to develop custom valuation programs, new product development, and enhancement of existing products on all of his client accounts. Hale's background includes significant client relations and product development related to Automated Valuation Models as well Alternative Valuation products.  Prior to rejoining ServiceLink in 2019, Hale served as SVP for General American Corporation (GAC ... (view full description)

Tom Hallock

Head of Loan Products
PeerStreet

As Head of Loan Products for PeerStreet, Tom leads a team managing existing and developing new lending and business channels for the PeerStreet platform. The Loan Products Team is a cross-functional team working with our Lenders and Investor partners to bring innovative, risk-based credit solutions to Borrowers and Investors. Prior to joining PeerStreet, Tom oversaw Genesis Capital lending and credit departments overseeing over $4.4 billion of production and an outstanding portfolio of $1.3 billion. He was directly responsible for the integration of the portfolio into the Goldman Sachs Bank and Credit team. He was hired as the 5th employee for American Homes 4 Rent, t ... (view full description)

David Hardcastle

CEO
Voyager Pacific Capital

In the spring of 2020, David led the acquisition of the Voyager Pacific management company.  He and his team took over full time management of day-to-day operations of the Voyager Pacific Opportunity Fund II in July of that year with the task of building on the foundation laid by previous management.  Very strong in operations, systems and technology, David implemented proprietary software he designed to track and communicate asset details internally, streamlining the management process of thousands of smaller assets while increasing operational efficiencies.  This technology, in addition to other systems that have been implemented since, will allow Voyager Pacific to comfortably scale ... (view full description)

Jack Helfrich

SVP, Retail Lending
Civic Financial Services

Jack was one of the key team members to launch CIVIC in 2014, which has since funded more than $3.2 Billion in loans to real estate investors and brokers across the country.
As a high producing sales leader and one of the founders, Jack has successfully recruited some of the top account executives in the lending space while also managing sales and continuing his personal originations, generating more than $100 Million in personal production. Beyond attracting and managing strong talent, Jack leads the sales team with an enthusiastic management style that motivated and inspired the CIVIC Sales team to achieve more than $1.3 Billion in annual funding in 2019.

 

Alex Hemani

CEO & President
ALEX Hemani Companies

Alex Hemani is a visionary entrepreneur and a pioneer in the Single Family Rental (SFR) market. He has previously built and sold successful companies in the financial and travel industries, and in 2006, recognizing the burgeoning opportunities created by systemic changes occurring in residential real estate, he began investing in SFR before it became a recognized asset class for serious and institutional investors. Alex founded Alna Properties as his SFR investment vehicle, and quickly built it into a portfolio of several hundred SFR properties. He followed that up with Alna Management to provide property management services for his portfolio, and for other SFR investors. ... (view full description)

Joseph Herzog

Vice President, Originations
Amherst

Joe Herzog is Vice President and leads Acquisitions for Amherst Homes, the Build-For-Rent division of Amherst, a $9.8bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. In this role, Joe is responsible for leading all sourcing, underwriting, and acquisitions of everything from raw land to CoO communities that fit the Amherst directive. Previously, Joe served as a Vice President within the Originations group for the Commercial Real Estate Lending business at Amherst Capital. In this role, Joe was responsible for the origination of mortgage debt on all types of commercial real estate assets. Prior to joi ... (view full description)

Scott Hodgden

VP, Sales
Finance of America Commercial

Scott Hodgden is Vice President, Sales at Finance of America Commercial.  Scott manages a team of 13 account executives, and is responsible for directing sales efforts, analyzing and improving sales effectiveness, and maintaining positive customer relationships with brokers and direct clients, across all product lines.  Finance of America Commercial is a direct, private, lender specializing in Fix & Flip and New Construction lines of credit, as well as long-term rental property financing.  Scott brings more than 20 years of sales and origination experience in both commercial and residential lending.  Prior to joining Finance of America Commercial, Scott also held leadership positions at ... (view full description)

Michael Hosier

VP, Rental Operations & Direct
Offerpad

Mike Hosier is the VP of Rental Operations & Offerpad Direct at Offerpad. He is responsible for leading cross-functional teams, developing external partners to grow the company’s geographic footprint and product offering; helping to provide an Offerpad solution to more consumers across the country. Prior to joining Offerpad, Mike served as national director of acquisitions and asset management with Progress Residential, the third largest SFR owner in the country, where he was instrumental in standardizing processes and procedures of th ... (view full description)

Darrin Hovsepian

VP, Alternative Disposition
ServiceLink

Darrin Hovsepian is Vice President of Alternative Disposition for ServiceLink Auction.  In his role he is primarily responsible for client relations, sales strategy and various operational departments that support the liquidation of REO, Short Sale and Second Chance / CWCOT assets. Darrin has more than 15 years of experience in the real estate auction space and has held a variety of leadership roles overseeing all aspects of the auction process from front end operations to closings. Prior to working in the auction space, Darrin worked in the Mortgage originations space for companies such as E*TRADE.    Committed to the default space, Darrin has been made it his goal t ... (view full description)

Jennica Hunt

Director Operations
Home Partners of America

Terri Hunter

National Sales Executive
ServiceLink

Ms. Hunter currently represents ServiceLink as Senior Vice President of Business Development covering the entire spectrum of services offered by ServiceLink, including due diligence, title close and title curative, valuations, field services, and auction/marketing services. Ms. Hunter previously worked as a Senior Executive with both mortgage banks and private equity start-up firms. She is experienced with the acquisition and disposition of large scale portfolios, including technology, data and integration of managing these portfolios; managing government RFP opportunities from bidding to presentation; and the creation and development of structured business exit strategies. She has worked wi ... (view full description)

Todd Jable

COO & CTO
Renters Warehouse

Todd Jable joined Renters Warehouse in 2018. Prior to Renters, Jable was the founding CTO for Silver Bay Realty Trust Corp. Silver Bay, the first public company in the SFR sector. After the company was sold to Tricon homes in 2017, Jable served as CTO of FirstKey Homes in Atlanta. He also served as the Technology Committee chair of the National Rental Housing Council (NRHC).

Jable graduated from the University of Iowa with a degree in Biomedical Engineering.

 

Robert Jayne

Chief Construction Officer
Genesis Capital

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

Brandon Jenkins

COO
Fundrise

Brandon is the Co-founder and Chief Operating Officer of Fundrise, the largest direct-to-investor real estate investment platform in the US. He is responsible for overseeing day-to-day operations of the business, as well as leading overall strategic direction. Additionally, he serves as a member of the Board of Directors and the Investment Committee. Under his leadership, the company has invested in more than $5.7B of real estate and grown to more than 150,000 investors. Prior to Fundrise, Brandon was the Director of Real Estate for Westmill Capital Partners, a boutique real estate investment and development firm. Brandon earned his BA from Duke University and lives in Washington, DC with hi ... (view full description)

Josh Jensen

CEO/Co-Founder
Inspectify

Josh Jensen is the CEO and co-founder of Insectify, a venture-backed technology platform in property inspection space. Inspectify enables scale for SFR acquisitions nationwide through its network of 1,500+ inspectors and proprietary inspection software. Before Inspectify, Josh was the Vice President of Operations at Flyhomes, a nationwide real estate brokerage, where he was responsible for all real estate operations for the company and helped scale the business from seed to Series B. Josh is also an active real estate investor, holding rental properties on both the East and West coast. He also has a MS in Mechanical Engineering and MBA from the Massachusetts Institute of Technology and resid ... (view full description)

Marcia Kaufman

President
Bayport Funding LLC

Marcia Kaufman joins Bayport with over three decades of experience in the mortgage banking and real estate industry, with expertise in identifying real estate opportunities, valuation, development, management, and exit strategy for assets. Ms. Kaufman owned her own real estate investment and brokerage firm in addition to serving in senior leadership positions at American Home Mortgage Ventures, Preferred Empire Mortgage Company and Arbor National Mortgage. Most recently she was securing bridge financing for real estate investors for fix and flip opportunities and for the purchase of rental properties for eventual stabilization. “With her extensive background in both mortgage lending and real ... (view full description)

Jordan Kavana

CEO
Transcendent Electra

Colleen Keating

CEO
FirstKey Homes

Colleen Keating is Chief Executive Officer (CEO) of FirstKey Homes, LLC, a privately-owned, single- family rental home property management company with corporate headquarters in Atlanta, Georgia. FirstKey Homes manages more than 24,000 homes through local operations in Atlanta, Charlotte, ... (view full description)

John Keeton

Owner
JKMD Homes LLC

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

Lisa Kennedy

Regional Manager
TBD Management

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

Maria Keough

Asset Manager
Diestra Funding

Maria Keough is the founder of Diestra Funding, a growing, minority and woman owned business based in Austin, TX.  Diestra buys non-performing real estate notes and turns them into re-performing loans primarily via loan modification. This allows homeowners to remain in their home while rebuilding their credit worthiness. Maria oversees the management and acquisition of NPL 2nd liens in addition to providing pre-purchase due diligence across 1000s of non-performing notes for Diestra and our partners.  
 

Gabe Knox

Vice President
InsideMaps

Gabe specializes in the practical applications of 3D technology and BIM data for collateral valuation, asset management, and marketing in the Real Estate and Mortgage industries.In addition to VP of InsideMaps, he co-founded Floravista Realty, a large real estate brokerage in Texas. ... (view full description)

Rick Koenigsberger

Co-President
Verus Commercial Real Estate Finance, LLC

Mr. Koenigsberger is currently a senior managing director at Invictus Capital Partners, a multi-billion-dollar real estate credit private equity firm and is co-President of its affiliated Commercial Real Estate company, Verus Commercial Real Estate Financing. At Invictus/Verus, he directs strategy and operations for CRE products including CRE bridge and SFR portfolio rental products.  Prior to Invictus he was co-CEO of CV Holdings, Inc, a specialty finance company with ownership in finance platforms including a servicer and asset manager of residential NPLs, an originator and asset manager of CRE bridge loans and a small balance equipment finance company. CV invested and asset managed over $ ... (view full description)

Michael Krause

Partner
Atrium Management Company

In his 16 years in property management Michael Krause has managed over 15,000 units across 22 different states.  Michael has always put a strong emphasis in team building and creating a positive working environment.  Through his leadership Michael has helped countless coworkers advance in their fields, and move into leadership roles of their own.  Michael believes in surrounding himself with great people, and thrives on networking and making new meaningful relationships.  Michael currently serves on multiple industry related boards and committees, and has recently been recognized with multiple awards within those organizations:  2019 Central Florida NARPM President.  2018 Florida State ... (view full description)

James Kresl

SVP, SFR Underwriting
Arbor

James Kresl is SVP, Single-Family Rental (SFR) Underwriting. He is responsible for helping grow Arbor’s presence, and manage the underwriting pipeline, for the firm’s SFR products. Mr. Kresl has spent more than a decade working in different facets of the commercial banking and real estate fields. He comes to Arbor from his most recent position as vice president of underwriting at 5 Arch Funding Corp, where he was also senior credit officer for bridge loan programs and created the company’s multifamily, mixed-use and ground-up construction loan programs. Just prior to that, he served as vice president of commercial banking at Pacific Mercantile Bank, where he managed the firm’s la ... (view full description)

Isaac Kyle

Founder & CEO
REALTY LOGIX, LLC

Isaac is currently the Founder and CEO of REALTY LOGIX.  REALTY LOGIX is a vertically integrated owner-operator focused on building single-family rental (SFR) communities, property management, and developing real estate technology to improve processes and user experience.   Isaac is also Co-Founder (current shareholder) of GOAL Property Services, LLC (GOAL) and its former CEO. While serving as the CEO of GOAL, Isaac developed the strategic business plan for the start-up, taking the organization from inception to managing ~5,000 single-family rentals (SFR) in 13 markets.  Before GOAL, Isaac worked for American Homes 4 Rent (AH4R), leading the ground ... (view full description)

Pini Lackner

Director of Sales Operations
Rently

Pini Lackner -  Director of Sales Operations at Rently
 
Rently pioneered and introduced our patented self-showing technology to the industry in 2011. Our focus is to automate the leasing process in order to reduce overhead and increase organizational efficiency.  Since then, Rently has added keyless and smart home systems to its array of services.  Pini is an expert on the  implementation of self-showing and automation to help add doors, increase revenue, and drive more efficiency. 
 

Scott Lamontagne

Managing Director-Investment Sales
Northmarq

Current Responsibilities Scott joined NorthMarq in May 2020 to expand the company’s Investment Sales platform across Texas. He focuses on establishing and maintaining client relationships, and providing advisory, transactional, debt structures and equity sourcing services to multifamily owners and developers.  Experience Prior to joining NorthMarq, Scott was a Managing Director and Team Lead at Jones Lang LaSalle for six years, and a Senior Director and senior executive over central Texas for Institutional Property Advisors, a Marcus and Millichap company, for 12 years. During the last 18 years, Scott’s direct transactional and oversi ... (view full description)

Bruce Larson

EVP Regional Manager
Bowman

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

Atticus LeBlanc

CEO
Padsplit

Atticus LeBlanc Atticus is the founder and CEO of PadSplit, a shared-housing marketplace that increased net owner returns more than 129% over 2020 compared to traditional SFR. PadSplit aligns incentives between cities and property owners to spur cost-effective housing creation without public subsidy, all while providing safe and affordable housing for working-class individuals.  By using affordable housing as a means for greater financial independence, PadSplit’s members are able to save more, improve their credit score and purchase their own vehicles and homes, all dramatically improving their lives. PadSplit currently operates more than 1,900 units across multiple markets including Atlanta ... (view full description)

Jackie Lee

CEO
Brandywine Homes

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

Ryan Letzseiser

CEO & Co-Founder
Obie

Ryan is the CEO and Co-Founder of Obie, a leading digital provider of landlord insurance for single family rental properties. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. 

Prior to co-founding Obie, Ryan spent many years in the real estate private equity space where he bought and sold over $1B in residential real estate assets. In addition to his work building a residential portfolio, Ryan has acquired assets across the office, retail, and industrial real estate sectors.
 

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)

Catrina Linhard

Head of Marketing
Latchel

Catrina is the Head of Marketing and Digital Strategy at Latchel. Latchel is an award winning proptech startup company made to help property managers streamline their maintenance operations and increase their annual revenue through a resident amenity program. Since joining Latchel in 2019, she's helped grow the company by 300x by sharing with property managers a new way to maximize their own growth.  Prior to joining Latchel, she worked at a market research firm in Los Angeles helping enterprise level companies utilize consumer insights to inform their growth strategy.  As a Colorado native, she spends her free time in the outdoors skiing, hiking, and traveling to anywhere she can embark on ... (view full description)

Evan Linkner

Principal
Ackman-Ziff

Evan Linkner is a Principal at Ackman-Ziff and the Head of its SFR/BFR Group. Founded in 1926, Ackman-Ziff is a global leader in developing creative capital solutions for institutional investors and operating companies. At Ackman-Ziff, Evan leads the structuring and placement of equity, debt and mezzanine capital stacks Evan has been an active financier of institutional SFR debt and equity since 2013, integral to the structuring and creation of numerous pioneering capital products in the sector. Over the past year, Evan has led over $10 billion of SFR capital mandates. In 2006, Evan founded First Atlantic Capital Management, a contrarian investment fund that successfu ... (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)

Seth Markum

Vice President of Business Development
National Real Estate Insurance Group

Seth Markum, Vice President of Business Development, has over 10 years’ experience in the property and casualty space. He co-founded one of the first national online commercial P&C agencies that harnessed the internet as a distribution channel before its mainstream acceptance. He has extensive experience developing innovative sales and service solutions. He brings this experience to National Real Estate Insurance Group to continue his efforts streamlining processes and distribution channels, developing strong relationships with industry partners, and educating investors on proper coverage for their investment properties.

 

Joe Marsocci

VP Credit & Product Developmen
Finance of America

Joe Marsocci is Vice President, Credit and Product Development at Finance of America Commercial, where he oversees credit policy development, underwriting and New Product Offerings.  Joe has been in the industry for almost 20 years and has worked in both residential and commercial lending in various roles including 10 years with Bank of America in their Global Wealth and Investment management group.  In his capacity with the Bank Joe had exposure to lending on a wide array of asset types including Commercial Real Estate, Unsecured and a number of specialized asset types.   In 2015 Joe left Bank of America to assist in launching a new origination channel for ally Bank.  Throughout his time at ... (view full description)

Ryan McGarry

Managing Partner, COO
VineBrook Homes

Ryan McGarry is a Managing Partner and Chief Operating Officer of VineBrook Homes Trust, a leading SFHR investor and operator focused on the workforce housing segment of the industry.  Since its first investments in 2007, VineBrook has acquired over 15,000 residential single family properties.  Today, VineBrook is well-capitalized and has solidified its position as one of the largest provider of truly affordable, workforce SFR in the US.  As we continue to expand our footprint, grow our talented team, and maintain compelling NOI margins we are proud to provide our thousands of residents and families a safe, clean, and functional home to trhive. Joining VineBrook in 2010 focused o ... (view full description)

Wade McGuinn

CEO
McGuinn Hybrid Homes

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

Mike McMullen

CEO
Prominence Homes

Mike McMullen is the Founder/CEO of Prominence Homes, Alabama Rental Managers, and Mike McMullen & Associates.  Prominence is one of Alabama’s largest homebuilders, and ARM is one of the largest single-family rental management companies in the southeast.  In addition, Mike McMullen & Associates has sold over $1.2 billion in real estate and continues to sell over $80 million per year.    Mike is a seasoned real estate investor owning over 100 single-family and multi-family properties, as well as land developments and subdivisions.  He has over 19 years of experience in real estate sales, building, rental management and as an owner of rental investment property.   In 2008, ... (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)

Adam Meshekow

Chief Growth Officer
Leap

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

Dan Molina

Director, Regional Sales
CIVIC Financial Services

Joakim Mortensen

Chief Client Officer
CoreVest

Joakim Mortensen has 20 years of experience in the finance industry and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed more than $10 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instit ... (view full description)

Ali Nazar

President & COO
Mynd

Ali Nazar is President and COO of Mynd, a venture-backed SFR platform based in Oakland, CA.  Ali has 25 years of experience applying technology to help scale operations, including being the Chief Technology Officer at Waypoint Homes, a company founded in 2008 that was at the vanguard of the SFR industry, and being the Co-Founder and Head of Product of proptech platform SalesTeamLive, which provided automated lead gen campaigns to fix and flip investors.  Ali is also a published author and hosts a radio show about entrepreneurism on KALX 90.7FM Berkeley.
 

Matt Neisser

CEO
LendingOne

Mr. Neisser is the CEO and Co-Founder of LendingOne.  He has scaled the platform into one of the largest and fastest-growing private lenders in the country and has worked across all facets of the firm. Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at a regional commercial real estate firm that handled office, industrial, retail, multi-family and land. Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career. Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coupled this with his range of experiences in the real estate market from owning, selling, and leasi ... (view full description)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

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

Matt Nicholas

Vice President
Alliant Insurance Services

Matt Nicholas began his insurance career in 1999, and is currently a Vice President of Alliant’s Real Estate & Hospitality Group. He has specialized in real estate & construction risks for the last 18+ years, and although he is qualified to work with companies across many industries – his expertise and choice, is to work solely with real estate and construction companies. Matt has spent 20+ years working in the placement, underwriting, service, and administration of insurance programs for clients spanning multiple geographies and risk areas. Prior ... (view full description)

Ted Northrop

Regional Vice President
Atwell, LLC

Ted Northrop Jr is a partner and Regional Vice President for Atwell, LLC.  Atwell, a full-service consulting, engineering and construction services firm with a legacy spanning more than 100 years, is currently ranked #104 in Engineering News-Record (ENR’s) Top 500 National Design List.  With nearly 30 years of experience in land development consulting throughout the western half of the United States, Ted oversees operational activities throughout the region and contributes to corporate strategy, client relations, staff growth and business development initiatives as a shareholder.  Ted ensures the team follow the Atwell Client Promise of building strong relationships; providing in ... (view full description)

Alex Offutt

Managing Director
Constructive Loans

Alex Offutt currently serves as Managing Director of the Wholesale and Correspondent Divisions of Constructive Loans. Prior to Constructive, Alex served as a Vice President at Goldman Sachs, where he was responsible for loss mitigation servicing oversight for over $20 billion in non-performing residential mortgages. Before Goldman Sachs, Alex was Vice President for Portfolio Strategy at PennyMac Loan Services, where he oversaw their entire $3 billion of non-performing and re-performing whole loans. Alex also has served as Portfolio Manager for a San Francisco-based non-performing residential loan (NPL) fund, and was a co-founder of Fay Financial, LLC.

Joe Ollis

Chief Investment Officer
The Peak Group

Joe Ollis is the Chairman of the Board and Chief Investment Officer for The Peak Group, a Single-Family Rental platform and investment company in Dallas-Fort Worth . Beginning his journey with The Peak group as a client, Joe was an integral part of forming and managing the Peak Housing REIT. Prior to joining The Peak Group, Joe was the co-founder and COO of SMARTCAP, A Seattle-based real estate firm. Joe brings his experience in valuations, asset management, due diligence, and underwriting to his team at The Peak Group, making him an invaluable asset to the company. Joe is a graduate of the University of Oregon with a B.A. in Computer Science and Finance. In his free time, he enj ... (view full description)

Henson Orser

Head of Business Development
Findigs Inc.

RJ Palano

Director of Acquisitions
Buy Cash Flow Properties

R. J. Palano has acquired and sold properties in 12 states and over 50 cities throughout the U.S.A. He bought his first house in 1977 and started acquiring foreclosures in 1979 in Western New York. By the late 1980's he owned and managed over 300 houses. Mr. Palano's property management experience spans over 40 years and he's been involved in over 3,000 real estate transactions.   Currently R. J. Palano is the Acquisitions Director of Buy Cash Flow Properties, a Tampa-based company that primarily provides turnkey houses for investors in the metropolitan Atlanta and Tampa Bay areas. Since 2012, Buy Cash Flow Properties has acquired and sold over 1000 houses in the Atlanta area to ... (view full description)

Michael Park

Managing Partner & Co-Founder
Rent Bridge, LLC

Michael Park is the Managing Partner at Rent Bridge Group, LLC . After managing the operations, sales, and metrics for thousands of residential properties across the nation, Michael advises property management companies on how to grow and manage their businesses through process automation and inbound marketing. Michael is a seasoned real estate professional, executive level manager, and entrepreneur. Michael has been involved in thousands of residential real estate transactions while working in property management, as a partner at a large, multi-office real estate law firm, a regional title insurance executive, and as founder and owner of a successful real estate law firm. Michae ... (view full description)

Doug Perry

Director TPO Sales
Temple View Capital

Doug Perry currently serves as the Sales Director, Third Party Originations for Temple View Capital, a leading national private money lender. Prior to this, Doug was Managing Director of Wholesale and Retail Sales for Citadel Mortgage Services. He has held senior leadership positions at 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.


 

Mark Peterson

Director of Build-for-Rent Division
SVN | SFRhub Advisors

Mark Peterson is the Director of the Build-for-Rent (BFR) division at SVN | SFRhub Advisors in Phoenix, Arizona. In this capacity, he leads all activities associated with BFR activities at SVN | SFRhub Advisors. These activities include leading a team that has analyzed BFR portfolios around the country. The portfolios analyzed have been in association with listing engagements for builders and developers and consulting assignments for capital and development groups. Mr. Peterson and the BFR team have consulted extensively with investors and potential investors of BFR portfolios. Consultations have included multinational real estate private equity groups down to family offic ... (view full description)

Christopher Phillips

Managing Partner
LOGS

Cris has represented clients across a broad range of practice areas, including Litigation, Real Estate, Creditor’s Rights and Bankruptcy.  He has been practicing law since 2001 and was one of the founders of Shapiro, Van Ess, Phillips & Barragate, LLP (“SVPB”) in 2008.  SVPB was one of the firms which merged in January of 2021 to form the LOGS Legal Group, LLP. Cris has extensive experience in residential and commercial foreclosures, as well as HUD, VA and FNMA regulations.  Cris realizes that any advice and solutions must be cost effective and accomplished in a timely manner. To this end, Cris strives to build close working relationships with his clients and is committed to ... (view full description)

Dave Platter

Vice President
Amherst

Dave Platter is Vice President and leads the Private Equity team of Amherst Homes, the Build-For-Rent division of Amherst, a $9.8bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. In this role, Dave is focused on capital raising, new venture formation, investment management, and strategic initiatives. Prior to his role at Amherst, Dave was co-founder of Southern Creek Capital, a boutique investment manager in the single-family rental and multi-family spaces. Prior to that, he worked at the JBG Companies (now JBG Smith, NYSE: JBGS) where he was responsible for the development of multi-family and mixed-use pr ... (view full description)

Emma Powell

Owner/Operator
Highrise Group

Emma has been featured on Business Insider and The Bigger Pockets Podcast, as well as many other programs and stages. She enjoys guesting on real estate related podcasts and Meetups with a talkative, easy to interview style. Emma has experience speaking about getting started in real estate by learning to network and learning to analyze deals, thinking bigger and scaling quickly, a positive mindset with a down-to-earth attitude, and accepting with humor the imperfect balance of business success and personal life." Resume/bio: "Emma Powell is the owner of Highrise Group Capital est 2018, acquiring 92 units in the first 18 months. After three years, Highrise currently has 350+ units ... (view full description)

Allen Price

Senior Vice President- Sales, Marketing and Client Management
BSI Financial Services

Allen Price, senior vice president of sales, marketing and client success at BSI Financial, is a mortgage industry veteran with more than 30 years of experience in primary and secondary markets. His focus at BSI Financial includes loan subservicing, quality control, mortgage servicing rights (MSR)acquisitions and real estate business lines of operation for title and escrow, real estate and foreclosure and default services through Entra Solutions. Prior to BSI Financial, Price served as senior vice president at RoundPoint Financial Group, where he oversaw the company's sales and strategy. His background also includes SVP and national sales executive for ServiceLink's capital markets group and ... (view full description)

Andrew Propst

CEO
HomeRiver Group

Andy is a founder and the CEO of HomeRiver, the President and Owner of Park Place Property Management, CRMC® in Boise, Idaho, and the immediate Past President of The National Association of Residential Property Managers NARPM®.  Andy has 18 years of experience in both residential and commercial real estate management. He has demonstrated a commitment to delivering first-class results for clients, as well as consistently improving efficiencies and operations across his companies. Industry knowledge and a keen focus on technology has been a major priority for Andy. He has obtained three of the leading industry designations: Certified Property Manager® (CPM®) from the Institute of Real Estate M ... (view full description)

Chris Ragland

Principal
Ragland Realty and Management, LLC

Chris Raley

President
SCG Florida

25 years of experience in Merger/Acquisition, Financial Management, Start-ups, Turn-Arounds, Business Development, and Operations Management  Private Equity Management, Funding and Capital Raises Asset Management, Investor relations and Real Estate Portfolios Financial sourcing, and forecast modeling Mergers, JV’s, Acquisitions, turn-arounds, and Consolidations Revenue growth and Dispositions Operations Management and Sales Engineering Services, Development a ... (view full description)

Michael Ramin

Director of Business Development
Sharestates

Michael Ramin is the head of Business Development at Sharestates.  Since taking over this position in 2014, Michael has creasted alliances with some of the country's largest real estate developers and investors.  To date, Michael's team has closed over $2.7 Billion in loan volume nationwide. Prior to Sharestates, Michael managed over 4,000 commerical and industrial properties for the Metropolitan Transportation Authority of New York.  Michael negotiated the acquisition and disposition of properties requisite to expanding and improving the transportation network for the MTA.  Michael's extensive knowledge and experience in sales and marketing have helped Sharestates become one of ... (view full description)

Bill Ramsey

Principal
KTGY

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

Mark Reddie

Vice President & Managing Principal
RVI Planning - Landscape Architecture

With over 25 years of experience in the land planning and development entitlements field, Mark’s expertise consists of community master planning, general/comprehensive planning, zoning entitlements, annexation, subdivision design, site planning, public participation, project management, technical research/analysis, and government regulatory compliance. He is a client-focused, results-oriented leader with a track record of representing developers, land investors, home builders, public agencies, and property owners for all types of projects. As Vice President and Managing Principal of RVi Planning + Landscape Architecture’s Arizona office, Mark leads the planning and design team and direct ... (view full description)

William Roach

VP-Strategic Relations
Northsight Management

Bill is the Vice President of Strategic Relations focusing on Occupied Property Maintenance and Rental Turnkey services for Northsight Management. Bill joined Northsight Management in the fall of 2019 bringing with him over 15 years of experience in property management, valuations, and field services. Prior to joining Northsight Management Bill served in an executive leadership role overseeing Vendor Management at one of the nations’ largest field services organization. Bill holds a degree in Business Administration from the University of Akron.
 

Matt Rodak

Founder & CEO
Fund That Flip, Inc.

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

Lee Rogers

President
realprotect

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

Richard Ross

CEO
Quinn Residences

Mr. Ross currently serves as President and Chief Financial Officer of Quinn Residences, a real estate operating company focused on acquiring, developing, and operating well located, purpose- built, single-family rental homes located primarily in the SE United States. From Sept 2016 until February 2020, he was Executive Vice President & Chief Financial Officer for Branch Properties, a grocery-anchored shopping center company focused in the SE US. From Aug 2013 until Sept 2015, Richard was initially CFO, and then Chief Executive Officer & President, of Trade Street Residential, Inc. (NASDAQ: TSRE), a publicly traded multi-family REIT. Mr. Ross was Branch Properties’ Chief Financial Off ... (view full description)

Mitch Rotta

Executive Vice President (EVP) – Acquisitions and Sustainability
TRICOR

Mitch Rotta currently serves as the Director of New Construction overseeing the entire lifecycle of a project from land acquisition through vertical construction. With a background in large commercial projects, Mitch has implemented numerous construction efficiencies into Tricor’s Build-to-Rent program. Building-Information-Modeling (BIM), alternative building materials, direct product sourcing and in-house labor are just a few of the techniques Tricor is utilizing to help separate themselves in the build-to-rent space. This combination will allow Tricor to produce the most affordable, durable and energy efficient smart rental homes in the country.After being involved in t ... (view full description)

Martin Saenz

Managing Partner
Bequest Funds

Martin Saenz brings social good into smart investing. Martin is a Managing Partner of Bequest Funds, a 50MM 506c Reg D Income Fund. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his firsthand expertise, to the benefit of his many clients and followers. Martin has authored 4 books on the mortgage note industry including his Amazon Best Selling book, Note Investing Made Easier.  Together with business partner Shawn Muneio, Martin cofounded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Martin owned and operated multiple successful companies prior to launc ... (view full description)

Datha Santomieri

Co-Founder and Vice President
Steadily

Datha Santomieri is the co-founder and vice president of Steadily, a national insurance agency focused on providing a tech-forward experience for landlords to secure a quote for their properties within minutes. Before founding Steadily, Datha spent ten years at Arrowhead in the Brown & Brown National Programs Division leading operations and implementing key programs and acquisitions. Her early career was spent in GEICO's management training program in Lakeland, FL. Datha studied at Richmond American International University in London and American University in Cairo before graduating from the University of Tampa. She is a CPCU and a CIC, so she loves to talk insurance. 

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings, LLC

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

Christopher Sayler

Managing Partner
Pikes Peak Capital

Christopher is Founder and Managing Partner at Pikes Peak Capital which creates and manages high-return, opportunistic, distressed single-family real estate funds.  Pikes Peak Capital's funds purchase deeply-discounted residential houses and resell them to families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. This process empowers low-and-moderate-income families to own their own homes while providing a diversified, asset-backed opportunity to investors.  Pikes Peak Capital also manages more traditional single-family NPL and distressed REO funds. Feel free to reach me at christopher@pikespeak.capital or text/call me ... (view full description)

Brett Scott

Senior Director of Sales
RealPage

Brett has over 20 years of experience working with customers to implement best in class solutions that will create efficiencies in their day-to-day operations as well as have a positive impact on the bottom line. He prides himself on taking a consultative approach that focuses on each customer’s business model, key performance metrics, and long-term initiatives.
 

Kamal Shah

Founder and CEO
FotoNotes

Kamal Shah, Founder and CEO, has been leading FotoNotes for the past 10 years with a focus on building a cloud and mobile technology product that streamlines property management and construction operations. Kamal has spent the 25+ years of his career as an engineer, entrepreneur and technology leader building early stage software products and companies. Over the course of his career, Kamal has led the development and launch for over 30 different software applications - enterprise software used by some largest companies in the world including CBRE, CitiBank, Cisco, Microsoft, NBC, Hartford Insurance, and consumer software for the mass market to help make their lives easier and more fun.   Pri ... (view full description)

Pratik Sharma

Managing Director
Bridge Tower Partners

Pratik Sharma is Managing Director at Bridge Tower Partners, one of the largest private single-family rental (SFR) asset managers in the U.S. Mr. Sharma is a graduate of Boston University with a Bachelor of Science degree in Biomedical Engineering. Mr. Sharma started his career as an asset management executive at Atyant Capital Management in India. As co-founder and Managing Director at Atyant, Mr. Sharma was solely responsible for growing a start-up hedge fund by over $350 million in capital. While at the firm, Mr. Sharma managed the research devel ... (view full description)

Scott Shatford

Founder & CEO
AirDNA

With over 15 years of experience in leveraging data to drive operations, business innovation, and market insights, Scott brings strategic vision and an intuitive understanding of the market gap in alternative accommodation analytics.
Utilizing his knowledge from scaling a million dollar master lease business, he launched AirDNA to provide other Airbnb entrepreneurs the necessary insights needed to successfully invest, operate, monetize and scale a short-term rental portfolio.

 

Jesse Shemesh

President
Point Acquistions LLC

Mr.  Shemesh is VP of Acquisitions at Point Acquistions LLC where his primary role is deal sourcing and dispositions. He has over ten years of experience in acquisitions, development, sales and distressed debt trades. His professional experience includes tax compliance and consulting services for alternative investment clients at KPMG and BDO USA, LLP. At KPMG, his responsibilities included tax planning, preparation and review of hedge funds, real estate and private equity funds ranging in sizes from $50 million to $5 billion in net assets. During his time at BDO, he was an instructor in Continuing Professional Education programs for investment partnerships and high net worth tax planning.   ... (view full description)

Chris Skardon

Partner
Gorelick Brothers Capital

Chris is a Partner at Gorelick Brothers Capital (GBC) in Charlotte, NC. He is Portfolio Manager for the Morrocroft Opportunity Funds, focused on residential real estate. GBC is interested in purchasing single family houses as a buy and hold, REO to Rental investor. Target markets include: Charlotte, Indianapolis, Minneapolis, Dallas, Houston, Baltimore, Jacksonville, Tampa and Orlando. GBC primarily invests in MLS properties, but also considers smaller to medium sized packages of 2009 and later vintage stabilized rental houses. Chris can be reached at cskardon@gorelickbrothers.com.

Sean Skelly

Sales Manager
Vector Security

Sean Skelly is a District Sales Manager at Vector, a top 4 nationally-ranked provider of intelligent security and automation solutions. With more than 17 years of smart home/apartment industry experience and a property owner himself.  Sean works with a range of customers, including builders, multi-family, and single-family property owners and managers, to create customized solutions that meet their property management objectives to drive efficiencies and savings using the latest smart home technologies. Security, comfort, and convenience are top priorities for residents when it comes to their living space, which means these provisions should be top of mind for property owners and ... (view full description)

Andrew Smallwood

VP of Revenue
Second Nature

We make taking care of the home Second Nature.

Christine Smith

Partner
Beauty & Beast Renovations

Previously Christine headed up the construction management & Real Estate function for The Castle Rock Group. Formally trained in the architectural aspects of Interior Design, construction and Real Estate, Christine has branched off with her partner, Brett Markowitz to Beauty & Beast Renovations. Christine oversees the entire lifecycle of every project, from aquisition to planning, design, construction, all the way through retail and exit strategy of all rehabs & developement. Christine brings an incredibly unique combination of marketing, technical construction, and design experience with the knowledge of what individuals truly look for in real estate. Christine’s background in a ... (view full description)

Doug Smith

Portfolio Manager & COO
Castle Rock Capital Management

Doug Smith spent 25 years in Private and Commercial banking and serves as the Chief Operating Officer for Castle Rock Capital Management, a Tampa-based Commercial Lending and Investment Management Company. Castle Rock manages portfolios of loans and real estate for private investors. They also broker prime and subprime commercial loans for clients in all 50 states.  Smith started his career with Norwest in the St. Louis market where he cut his teeth in lending and heavy collection. Upon moving to Bank One’s B, C, & D residential lending division, he rose through the ranks to run the operations support division which ensured that loans moved through the processing system smoot ... (view full description)

Dana Sprong

Co-Founder & Managing Partner
VineBrook Homes

Dana Sprong is the Co-Founder and Managing Partner of VineBrook Homes where he also serves as a Director on the company's board and is a member of the Investment Committee.  VineBrook Homes became one of the earliest investors in the Singe Family Rental Home (SFR) industry when Dana purchased, renovated, and leased our first property in the beginning of 2008. VineBrook Homes is focused on providing safe, clean, quality workforce housing in the Midwest, Heartland and Southeastern US while delivering a consistent return to our investors.  Dana has led the due diligence, acquisition and management of over 15000 residential single-family homes for VineBrook Homes since inception. At various time ... (view full description)

Adam Stern

CEO
Strata SFR

Adam has been a fixture in the institutional single-family rental space for over a decade. Adam co-founded OwnAmerica, an online real estate marketplace designed to list and sell SFR portfolios which was aquired by Renters Warehouse in 2018. Adam later founded Strata SFR, the industry's premier single-family rental portfolio and build for rent brokerage. Over the course of his career, Adam has brokered more than $500 million in real estate volume including acquisition programs lead for major REITs, SFR Portfolios, and build for rent projects throughout the US. 

 

Jennifer Stoops

Exec VP Corporate Development
Park Avenue Properties - A PURE Company

Jennifer joined Park Avenue Properties as a Property Manager in June 2007 as their first property manager and worked her way up to  ultimately being promoted to Executive Vice President with direct oversight of all areas of the firm’s business. In January 2021, Park Avenue Properties made the decision to become a part of something greater in the SFR industry and joined other industry leaders to form PURE Property Management. Park Avenue Properties and it's team have become Park Avenue Properties, A PURE Company. Pure PM operates across multiple states including NC, SC, GA, TN, TX, CA, WA, with several additional states slated to roll out. Thecompany has some of the best and brightest minds i ... (view full description)

Gillian Sutton Cho

COO Investment Management
Amherst

Gillian Sutton Cho is the Chief Operating Officer of Investment Management at Amherst, a $9.8bn AUM real estate firm based in Austin, TX. In this role, Gillian is responsible for all investor-facing services and operations, and for growing assets under management for all Amherst strategies. She works with the private equity, capital markets, portfolio management, asset management, and research teams to deliver the Amherst platform effectively as the business grows and diversifies.  Over the past 25 years, Amherst has developed industry-leading research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and seek to p ... (view full description)

Thad Switzenberg

Senior Portfolio Investment Advisor
SVN | SFRhub Advisors

Native to Arizona, Switzenberg was born and raised in Scottsdale and Cave Creek and comes from a family experienced in the real estate business. He graduated from Arizona State University cum laude with his degree in Real Estate & Business, getting his start in his family’s business, started by his father, a long-time land developer in the valley. Switzenberg briefly worked alongside his brother at Phoenix Commercial Advisors assisting in research and development. He decided to take an opportunity and moved to Christchurch, New Zealand where he purchased, built, and operated a Subway sandwich shop. While there, he developed a production company that brought the musical RENT 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 BiggerPockets.com. Stewardship Properties owns just shy of 1000 units in five states. He lives in Kansas City, MO.
 

Robert Talas

Co-Founder
Flatiron Realty Capital

As Founding Partner of Flatiron Realty Capital, Robert Talas leads the Company’s business development and loan origination efforts, also overseeing many of the day-to-day operations of the firm. In alignment with Flatiron’s risk-based investment philosophy and commitment to prudent credit quality standards, Robert has leveraged his 20 years of industry experience in Agency lending to drive the Company’s infrastructure development consistent with institutional standards and the manufacturing of investment-grade quality assets. Robert is also directly responsible for leading Flatiron’s TPO production channel, which offers table-funded alternatives and line of credit solutions to approved count ... (view full description)

Mike Tamulevich

President-National Brokerage
Marketplace Homes

Mike Tamulevich is a President at Marketplace Homes specializing in Asset Management and Investor Services.  Mike leads a team of 32 that manage over $1B in SFR assets in 30+ markets nationwide. Mike and his team work with a diverse client base representing over 5,000 active SFR assets as well as manage inquiries from more than 1,500 investors on a monthly basis.

Lauren Taylor

CEO
The Haven Group

The Haven Group is comprised of three operational divisions; Realty Haven, Reno Haven, and Rent Haven. We are a full service operations company for Single and Multi Family investors. Since 2018 we have acquired over 150 million in assets, renovated over 1200 assets, and have over 1400 assets under management. Our operations service the Southeast Markets: SC, NC, GA, and AL. Our capabilites are in SFR rental or flip fund operations, including acquistions, asset management, renovation, and management. In Multifamily we also service development, acquistions, asset and property management. Our team is available for consulting in outside markets as well.

Jeffrey Tesch

CEO
RCN Capital

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

Mark Thomas

VP Credit Implementation
Finance of America Commercial

Mark Thomas, is Vice President, Credit Implementation and Underwriting at Finance of America Commercial.  Mark manages all of the credit implementation activities for the origination channels to include product roll out, guideline creation and management, product development and product management.  Mark also oversees the underwriting quality and performance across the organization.  Previously Mark was the National Underwriting Manager for Pacific Union Financial as well as other roles during his 5 years with Pacific Union Financial.  Mark brings over 20 years of experience in mortgage banking and finance across all origination channels covering both residential and commercial l ... (view full description)

Nick Trimmer

Regional Sales Director
SmartRent

Nick Trimmer co-leads the Alloy SmartHome division of SmartRent, which is focused on the  Single Family verticals.  Nick's objectives are revenue growth of the business through new customer acquisition, customer expansion, and customer retention. Prior to joining SmartRent, he ran the Business Development organization at Equipment Management Group, delivering job site equipment solutions to the commercial sector, which lead to an acquisition by BigRentz. There he was responsible for growing the company from $15M to $21M ARR, within 11 months. Before his time at EMG, Nick covered the Southeast for Meyers Research and was the company's top Regional Sales Director.  Nick has more than 10 years ... (view full description)

Mark Wagner

President
RM Interiors LLC

Mark Wagner is co-founder and President of RM Interiors. RMI is a national flooring installation and carpet cleaning company that services REITs, iBuys, commercial construction, and multifamily management companies across the US. Mark was raised in Phoenix, Arizona and began installing flooring with his brother, Rick, in custom homes more than 30 years ago. They eventually founded RMI in 2006. In 2009 he shifted the company from custom home installations to a multi-state service provider for investment and management companies. Mark is a father of 4 and currently lives in Mesa, Arizona with his wife, Jen. 
 

John Watt

VP, Program Manager Investor Division
Unitas Financial Services

John Watt, ARM, VP, Product Manager Unitas Financial Services began his insurance career in 1985. John has a degree in Risk Management and has a wide range of insurance coverage knowledge providing the technical expertise to join the needs of the client together with the very best options available in an ever changing marketplace. He has developed numerous specialty insurance programs including Real Estate Investors, Property Managers, Aggregators, Apartment Complexes,  Self Storage Warehouses, Shopping Centers, Office Buildings and Commercial & Office  Warehouses. Essentially, programs to benefit virtually any type of income producing Real Estate based portfolio. ... (view full description)

Lydia Winkler

Co-Founder & COO
RentCheck

Lydia is the co-founder and COO at RentCheck. RentCheck is Lydia's third tech company she's been a part of. RentCheck is a software platform, which brings transparency to security deposit deductions and helps property managers save time on inspections with easy self-guided inspections that anyone can do from their smartphone. Lydia holds a Juris Doctor and Masters in Business Administration from Tulane University and a Bachelor of Arts from Kenyon College.
 

Stacy Winship

VP, Property Management
Empire Communities

Stacy is the Vice President of Property Management of Empire Rental Living, a division of Empire Communities. At Empire, Stacy leads  property management operations for BTR (build-to-rent) communities in the US and Canada. Prior to Empire, Stacy was one of the founding employees of Mynd Property Management and a national director at Waypoint Homes (now Invitation Homes). In addition to her experience in the SFR/BTR space, she has over 15 years experience in multifamily operations. 

 

Dana Winters

Head of Asset Management
Transcendent Electra Management

Dana Winters is Head of Asset Management for Transcendent Investment Management (TIM), overseeing the strategic direction of real estate investments and supporting operations for the company’s portfolio of single-family rentals, as well as managing external communications, investor reporting and operational efficiencies. Dana joins TIM with almost 15 years of experience working in varying finance capacities. She began her career in investment banking at Sandler O’Neill, focused on mergers & acquisitions and capital markets and later transitioned into corporate finance in the tech space, joining Indeed.com where she managed a $3Bn P&L and strategic planning for the company. Most recen ... (view full description)

Eric Workman

SVP Lending
Renovo Financial

Clayton Wyatt

VP of Business Development
Roofstock

Mr. Wyatt is a Vice President at Roofstock, the #1 Marketplace for buying and selling single-family rental homes. He has advised and invested in several proptech startups, focused in the residential space. Most recently he served as Chief Capital Officer for a large residential fund manager and tax credit syndicator with over $7.5bn in Equity across all funds. Prior to that he was a Vice President in the Real Estate Investment Banking group at Jefferies where he primarily covered west coast REIT clients, with a focus on SFR. He completed bookrunner/lead advisory transactions totaling more than $15 billion in value. Mr. Wyatt has over 15 years of real estate experience including private equit ... (view full description)

David Zanaty

Chief Real Estate Officer
Mynd

David Zanaty is Chief Real Estate Officer at Mynd Management, responsible for institutional strategy, investments and portfolio management. Prior to Mynd he helped to scale Opendoor and Starwood Waypoint in a variety of strategic and operational roles. Before entering the SFR arena, David was a Vice President of Development at AIG Global Real Estate, where he was responsible for the development of a variety of commercial assets, including Class A office buildings. David began his career focused on principal and third-party property development, capital formation, and investment property transactions at CB Richard Ellis. David holds a B.A. in Economics and Philosophy from Emory Un ... (view full description)

Boris Zhuravel

Managing Director
CoreVest Finance

Boris Zhuravel is a Managing Director at CoreVest Finance where he originates and structures construction, bridge and term loans.   Prior to joining CoreVest Boris was as Principal at Aristone Capital where he was responsible for origination, structuring, underwriting, closing, and servicing construction and bridge loans. Boris began his career at Credit Suisse and subsequently worked at CIBC, Deutsche Bank and Ten-X where Boris built the capital markets desk and the firm’s European business.  Boris has a BA in Economics from Haverford College, and an MBA from Columbia Business School.
 
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Event Contacts for The 9th Annual Single Family Rental Forum (East)

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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