Brian A. Flaherty

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)

Louis Amaya

NS Capital Management

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

Aaron Amuchastegui

Homerock, LLC

Aaron Amuchastegui has acquired more than 900 homes across 10 states primarily at trustee sale courthouse step auctions.  As the manager of Homerock, he has built custom asset management software to streamline acquisitions and management of existing properties. Homerock is currently acquiring rental properties in California, Arizona, Texas, Florida, Ohio and Arkansas.  Homerock is currently interested in finding additional areas to acquire distressed rental housing. Homerock is currently trying to secure better long term financing options for our rental portfolios in $5 and $10 Million dollars pools. More about Aaron: Aaron has been i ... (view full description)

Eric Anderson

Associate National Install Merchant
Home Depot Renovation Services

  • 15+ years in the services and installation industry with Home Depot.
  • Experience in programs ranging from single trade to full rehab and remodel.

Sterling Anderson

President & CEO
Overbrook Properties

Sterling Anderson is President & CEO of Overbrook Properties, a Real Estate Investment and Development company based in Omaha, Nebraska. Sterling is responsible to locating, evaluating and raising capital for both single and multifamily projects for the company and leading its group of investors. Overbrook Properties has a focus of acquiring value add deals and currently invest in the Omaha, Kansas City, Atlanta and Phoenix markets. 

George Aplicano

Cash Now Homes

Inaas Arabi

GM of Propertyware

Inaas Arabi joined RealPage in 2019 to lead the single-family division, bringing many years of single-family property management experience from managing start-ups to 10,000+ unit portfolios. As a former Propertyware customer and VP of Rental Property Management over a large multi-state portfolio, he gained an in-depth understanding of Propertyware and Consumer Solutions. His goal is to serve as the voice of the customer and develop new, innovative ways to help property managers attain profitability and growth.

Ethan Bahir

Co-founder Inc.

Kevin Baldridge

Tricon American Homes

Mr. Baldridge is president of Tricon American Homes and responsible for the Company’s overall operating activities, including acquisitions, renovations and property management. He also establishes and carries out the vision and strategic direction of the organization and serves as the company’s liaison to Tricon Capital Group, TAH’s parent company.   Prior to joining TAH in May 2015, Mr. Baldridge served as President of Irvine Company Apartment Communities, where he oversaw all aspects of a 50,000 unit portfolio of multi-family units in coastal California markets.   Mr. Baldridge holds a Master of Finance and Accounting from the London School of Economics and a Bachel ... (view full description)

Edward Barasch

Senior Advisor
The Empire Group of Companies

Demetrios Barnes

Chief Operating Officer

Demetrios Barnes oversees operations and business development at SmartRent. Prior to joining the team, he was vice president of technology operations for Colony Starwood Homes, leading the charge in the internalization of property management across 12 states and the merger between Colony Starwood Homes and Starwood Waypoint Homes. Previously, Mr. Barnes was director of property management and technology with Beazer PreOwned Rental Homes, and a regional manager for several multifamily companies. Mr. Barnes holds a BS in business administration from Arizona State University.


Bruce Bartlett

Founder & President
Flip Great

Los Angeles/ Residential Investment Fund Manager/ Luxury Flipper/ SFR Wholesaler Mr. Bartlett has been invested in residential real estate since 1997, works to identify key markets to target, and uses his experience profitably renovating and repositioning residential acquisitions to maximize returns. Mr. Bartlett has completed significant research into and is profitably operating in the new and rapidly growing California ADU (Accessory Dwelling Unit) market.  Previously he managed the profitable acquisition, renovation and disposition of MFR and SFR properties in the Pacific Value Opportunities Funds I and II. His work and research, has been profiled by the Wall Street Journal, F ... (view full description)

Benjamin Bass

Propel Builders

Benjamin Bass is Chief Operating Officer at Propel Builders, a vertically integrated general contractor serving property investors, developers and real estate companies. With a diverse background in real estate investment and development, Benjamin serves an executive role responsible for driving Propel's business and increasing its revenue, identifying and developing new business opportunities and building and expanding its presence across geographic regions. Propel Builders and its affiliate companies of Akcel Construction and Akcel Components offer a unique platform for residential development and single family construction. By being vertically integrated, Propel leverages the ... (view full description)

Zach Bassett

VP, Field Operations
Property Masters Inc

Gary Beasley

CEO & Co-Founder

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

Mike Bednarski

Managing Partner
Broome Capital

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

Matthew Bell

Regional VP, Sales

Craig Bengtson

Director of Renovations
US Home Aggregation

As Director of Renovation I oversee all aspects of improvements and maintenance in US Home Aggregation's portfolio of Single Family Homes.  We buy foreclosed Single Family homes at a significant discount to both market and replacement costs in tertiary markets where the population growth is 4-7 times that of the national average. We systematically renovate them in a uniform way with high standards and rent them out. For our capital partners our goal is to achieve an IRR of 25%+ while producing a current income of 10%-12% without exceeding 66% loan to value. For our Tenants our goal is to create the nicest rental in the neighborhood, in a standardized way so they will always know ... (view full description)

Stephen Blevit

Sidley Austin LLP

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

Andrew Blount


Barnett Brodie

Managing Partner
Reichman Brodie Real Estate

Sacasha Brown

The Steinbridge Group

John Hope Bryant

Founder & CEO
The Promise Homes Company

American Banker magazine 2016 “Innovator of the Year”, Inc.’s “The World’s 10 Top CEOs” (honorable mention), and one of Time magazine’s “50 Leaders for the Future” named in 1994, John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. For the past two consecutive years, Bryant has been named in the "100 Most Influential Atlantans" listing developed by the Atlanta Business Chronicle that spotlights Atlanta’s top business and civic influencers.     Bryant is the Founder, Chairman, and Chief Executive Officer of Operation HOPE, Inc. the largest ... (view full description)

John Burley

Founder & CEO
Burley & Associates, Inc.

John R. Burley, Founder & CEO of Burley & Associates, Inc., a Private Equity Company.  Specializing in Long-Term Cash Flow Transactions, they have completed over 2,000 Property Transactions in 12 States and 2 Foreign Countries.  John is also the Best Selling Author of several books including #1 Money Secrets of the Rich and Wealth Building 101, in which he was the featured author with President Elect Donald J. Trump.

Burley & Associates, Inc. has assisted their Investors meet their needs for Safe and Secure Long-Term Cash Flow.

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)

Max Cabellos

Operations Manager
Hogar Hispano Inc

Hogar Hispano Inc. (HHI) is a not-for-profit 501(c)(3) corporation founded by UnidosUS in 2004. Formed with a goal to flexibly manage different types of real estate assets, we work in partnership with other community-based organizations to support housing, neighborhood stabilization, and wealth preservation for both Latino and low-income families. HHI is dedicated to helping families/individuals prevent foreclosure as well as creating new housing opportunities in the United States and Puerto Rico. We work with socially minded public and private funds and investors sophisticated enough to understand the impacts their investments have on our constituents and their communities. ... (view full description)

Joe Calloway


Daniel Cardona

Head of Acquisitions
ResiBuilt Homes

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Exec ... (view full description)

Stephanie Casper

VP, Originations

Daniel Choquette

Managing Director
Cerberus Capital Management / FirstKey Homes

Mr. Choquette joined Cerberus in 2013.  Mr. Choquette is the co-portfolio manager for Cerberus SFR strategy and serves on the Board of Directors of FK Homes LLC.  Since joining Cerberus, Mr. Choquette has been the co-portfolio manager for European performing loans.  Mr. Choquette has oversight for the team’s effort in acquiring performing loans in Europe and the UK, where Cerberus has built a portfolio of over $20 billion, including the issuance of the largest RMBS securitization ever of over $9 billion.  Mr. Choquette also serves on the board of directors of My Money Bank, a Cerberus-acquired regulated bank in France with over $4 billion of residential and auto loans and $1 billion in depos ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

Dennis Cisterna

Chief Investment Officer
Lafayette Communities

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

Gene Clark

5 Arch

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

Jeff Cline

Executive Director
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,, 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)

Christopher Clothier

Partner/VP Sales & Marketing
Memphis Invest, GP

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

Greg Coleman

Co-Founder & Managing Partner
Revest Asset Management

Greg Coleman is a co-founder and managing partner of Revest Asset Management, a Toronto-based asset manager with operational headquarters in Delray Beach, Florida. Revest owns and manages a portfolio of 350 single family homes in southeast Florida.

Kevin Conlon

Meridian Pacific Properties

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

Michael Cook

Chief Asset Officer
Sylvan Road Capital, LLC

Josh Craig

VP, Sales & Strategy
Finance of America Commercial

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

Ken Davis

CEO & President

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

John Day

Chief Business Development Officer
Genesis Capital

Michael DelPreete

We Heart Houses

Dustin Dreher

Reno Haven

Michael Drew

Real Estate Done 4 U

Joshua Eadie

Director Business Development
Bell Partners

While working as the Director of Business Development, based in Dallas, TX, I am responsible for Bell Partners' overall expansion efforts across Texas, Colorado, California, Washington, and any other major metros in the West Coast and Central regions. Working with existing and future clients, I identify new management opportunities and client relationships to grow Bell Partners' third-party management platform. This involves full underwriting services, due diligence, market and economic analysis. Established in 1976, Bell Partners Inc. (“Bell Partners” or the “Company”) is a privately held, vertically integrated apartment investment and management company focused on high-quality ... (view full description)

Tarek El Moussa

Co-Founder & Managing Member
Tarek Buys Houses LLC

Tarek El Moussa is the co-star of the hit HGTV show Flip or Flop, currently in its eighth season with over 19 million viewers and ranked #1 cable show in its time slot. In addition to successfully flipping hundreds of properties over the years, Tarek is a successful Entrepreneur, Real Estate Expert and Investor with a portfolio of over 100 properties, a wholesale real estate company, a home flipping educational seminar company and a production company.   Born into an immigrant family in Buena Park, California, Tarek’s hard-driving father taught him the value of hard work, the importance of a healthy competitive spirit and how to push himself to higher limits. At the age ... (view full description)

Christine Evans

SVP Acquisitions
Bridge Tower Partners

Christopher Evans

Law Offices of Kimball, Tirey & St John LLP

Chris practices in the areas of unlawful detainer litigation and real estate law, with a special emphasis in rent control and post foreclosure evictionsl His clients include the Secretary of Housing and Urban Development, Freddie Mac and numerous owners and managers of newly acquired single family homes.  Chris is also an experienced trial attorney, having handled breach of lease actions and unlawful detainer trials for the past six years throughout the State of California.  He is currently involved in providing public education in the areas of affordable housing and landlord tenant law, and is a frequent speaker for Apartment Associations, Crime Free Multi Family Organizations and the Insti ... (view full description)

Jordan Farrales

Director of Acquisitions & Development
Broome Capital

Kathy Fettke

Real Wealth Network

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

Howard Fife

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 Arts D ... (view full description)

Mark Filler

Apex Home Partners

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)

Pat Flynn

Vice President
Yellow Bird Home Buyers

Pat Flynn is Vice President of YellowBird Home Buyers, a home buying company based in Jacksonville, FL focused on social media, networking, and most importantly- acquisitions.  YellowBird purchases between 20-30 houses monthly and exit strategies include: adding to the growing rental portfolio, full renovations and resell, wholesaling, and selling As-Is.  YellowBird's biggest strength is acquisitions, which is their primary focus.

Rich Ford


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.

Dave Franecki

Senior Note Buyer
Capstone Capital

✔ 35+ years experience in almost every facet of the real estate industry including real estate sales, landlord, rehabber, fix and flips, loan officer, credit repair, investor mentor/teacher, building & land development, seller financing and real estate notes.  

✔ Arizona Department of Real Estate certified Continuing Education instructor (Legal) for Seller Financing.

✔ 2018 Note Investor of the year --NoteWorthy Investor Summit


Rob Fuller

ROI Property Group

Rob has been investing in real estate for more than 10 years. Since 2015 he has owned and operated ROI Property Group, LLC.  ROI Property Group acquires SFR and MFR to renovate and either hold or resell. Additionally, we are currently building new homes- for both retail and build to rent models.  ROIPG predominantly operates in the San Francisco Bay Area, Atlanta Georgia, and Alabama.   With our innovative systems we can analyze and invest in Single Family Homes in several markets across the country and market those properties as turn key assets or to retail buyers, while holding on to a number of properties for our own portfolio.  

Devu Gandhi

VP & GM of HomeLight Simple Sale

Chris Garner

Garner Properties & Management LLC

Mr. Garner is the CEO of Garner Properties & Management, the largest single-family management company in Michigan with over 1700 SFR under management. In 2014, Garner Properties expanded operations into the  Indianapolis market.  Chris grew up in the real estate and management business as his father and grandfather were active investors and landlords. Chris spent his weekends as a teenager working on rental properties and tenant turns.  Taking over the “Family Office” with 200 units in 2012, he used his business and technology acumen to implement a growth strategy that helped build the business to where it is today. Garner has a staff which includes 40 team members dedicated ... (view full description)

Tim Gillis

Vice President Capital Market Sales

Tim Gillis is a seasoned professional in the mortgage services and origination space, with more than 25 years of industry experience, offering expertise gained through long-standing relationships with many of the top originators, aggregators, servicers and capital providers
Tim serves as the Vice President of Capital Market Sales for ServiceLink. Previously, he held executive positions at BSI Financial Services, Aurora Loan Services, GB Home Equity and Household Finance.

Alexandra Glickman

Area Vice Chairman, Managing Director-Practice Leader
Arthur J. Gallagher & Co.

Alex Glickman has more than 28 years of experience in the commercial insurance arena. As Area Vice Chairman and Managing Director-Practice Leader of Gallagher Real Estate and Hospitality Services, Alex's expertise is in developing and servicing clients who specialize in real estate development, acquisition, advisory, management and all aspects of ownership as well as all asset classes. She has extensive experience in the Real Estate industry and has pioneered many real estate specific insurance products and services. Prior to joining Gallagher in 2001, she led Marsh's worldwide Real Estate and Hospitality Practice. Education and Credentials: Alex has been a featured speaker, instruc ... (view full description)

Ishay Grinberg

Rental Beast

John Halasz

Managing Director
US Home Aggregation

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

Tom Hallock

Chief Lending Officer
Genesis Capital

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

Corey Hanker

Managing Partner
Fortus Partners

Nathan Harbacek

Director - Capital Markets
OpenDoor Labs Inc.

Greg Hebner

Managing Director
Community Rebuild Partners

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

Alex Hemani

CEO & President
ALEX Hemani Companies

Alex Hemani, a visionary entrepreneur and a pioneer in the Single Family Rental (SFR) market, is founder of the Alna Group of companies. Closely aligned and vertically integrated, Alna Group companies have extensive experience in every facet of the SFR market, from financing, acquisition and renovation, to leasing, managing, and disposition. Alna Group Companies include: Alna Properties, Alna Management and   Over the years, Alex has done thousands of transactions with a combined value in excess of $225 million dollars. A member of the Forbes Real Estate Council, as he continues to build his own portfolio, Alex is also sharing his expertise with individual an ... (view full description)

Erik Heuser

EVP, Chief Strategy Officer
Taylor Morrison, Inc.

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

John Higgins

CEO & Co-Founder
Steady Technologies, Inc.

John C. Higgins is the co-founder and CEO of Steady Technologies, Inc., a leading technology platform for property owners and property managers. Steady, through its subsidiaries, offers financial products that benefit property owners and managers. Our first product is rent default insurance offered in partnership with a top US insurance carrier that is a Fortune 100 Company rated A+ by A.M Best and S&P. Prior to co-founding Steady, Mr. Higgins founded Nobadeer Advisors, which provided business development and capital market expertise to technology enabled lending platforms across a variety of consumer and business lending verticals and were backed by the top venture capital f ... (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)

Tim Horvath

Director, Affiliates & Properties
Real Wealth Network

Tim previously worked for two turn-key real estate companies in Cleveland, Ohio, where he gained valuable knowledge and skills in property acquisition, renovations from start to finish, and property management. He is a certified Six Sigma Blackbelt — a high-level, disciplined methodology for systems integration, communication and problem solving. This strong background helps Tim screen potential property providers for Real Wealth Network members. Tim also helps further develop best practices and standards for all our property providers to ensure that our members continue to receive top notch service. Tim manages the very succesful  RWN new Turnkey Rental Fund. Tim also he ... (view full description)

David Howard

Executive Director
National Rental Home Council

George Huang

Managing Partner
Bridge Tower Partners

Hubert Hultgren

Principal & Co-Founder
Golden Pacific Capital

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

Andrew Hurd

VP, Credit & Underwriting
Finance of America Commercial

Andrew Hurd is Vice President, Credit and Underwriting at Finance of America Commercial, where he oversees credit policy development, underwriting and asset management for all products at FACo. Prior to this role, Hurd served as an underwriter for the organization. Before joining FACo, Hurd held a number of positions at Bank of America in the Liability Products and Global Wealth and Investment Management groups, where his responsibilities included underwriting and risk assessment for new and existing asset-based and unsecured financing for all asset classes. He received a B.A. in Economics and a B.S. in Business Administration from the Kenan-Flagler Business School at the University of No ... (view full description)

Bradley J Bordelon

Chief Operations Officer
Claim Recovery Experts

Zack Johnson

EVP-Acquisitions & Development
American Homes 4 Rent

Michael Kalis

Marketplace Homes is the nation’s largest broker of new construction homes specializing in providing a trade in solution for clients that build a new home with a partner builder.  Through these builder programs, Marketplace Homes creates inventory of homes at good values. Marketplace Homes manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales.  Our consumer product provides guaranteed rental income to the accidental landlord for upto 6 years if they purchase a new home through our partner b ... (view full description)

Todd Kaplan

Branch Manager
CIVIC Financial Services

Danny Kattan

PIA Residential

Daniel Kattan is a principal with PIA Group USA a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast.  Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $100 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas. Mr. Kattan heads PIA’s Capital Markets D ... (view full description)

Jordan Kavana

Founder & CEO
Transcendent Investment Management

Jordan Kavana is the Founder and Chief Executive Officer of Transcendent Investment Management, a diversified private equity investment company specializing in real estate, transportation leasing, a health & wellness investment fund and a consumer genomics company launched in 2015, Personomics.    Mr. Kavana has over 15 years of experience in managing property portfolios and evaluating, structuring and executing real estate transactions in the United States and abroad. He began his career in the finance and operations with one of South America's largest vacation property developers before returning to the United States to analyze real estate investments for Morgan Stanley's p ... (view full description)

Lee Kearney

Southeast Property Investments Network

Lee Kearney owns several Real Estate businesses in Florida that all operate under the SPIN Brand.  He holds a degree in Marketing and an MBA.  Lee began his Real Estate Career in 2004 and has since bought and sold over 7,000 properties.  Southeast Property Investments Network (SPIN) fixes and flips properties all across Florida and the United States.  The SPIN flagship trading company had a sales volume exceeding $50M in 2017. Lee is also has a Real Estate education platform that operates under the FLIP YOUR INCOME brand.  Lee’s training is designed for beginning investors as well as mid-level operators who wish to scale their operations.In late 2013 Lee partne ... (view full description)

John Keeton

Morningside Funding LLC

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

Cheryl King

Vice President, Investments
Invitation Homes

John Knab

Managing Director
Americas Housing Alliance

John M. Knab has been appointed Managing Director of Americas Housing Alliance Fund in June 2012; the Company  acquires single-family rental residential properties. The Fund supplies SFR Class B+ homes to those Funds, REITs and investors with turn-key offerings at discounted pricing from valuations. The current cities being serviced are St. Louis, Birmingham, and Chicago. Email me at or call at 801.541.0025.

John M. Knab
Managing Director

Steven Kollar

Managing Principal
Cash Flow Properties/Renters First Choice

Steven Kollar purchased his first house at the age of 15 and continuals to buy sell and renovate single and multifamily homes today. He still owns that house today. His team have bought renovated and sold 1486 single family homes excluding packages one by one during this time and countless multifamily complexes. He not only talks the talk he walks the talk, as he maintains a full-time career of purchasing and solving complex real state problems around the country. Over the past 30 years he has learned a lot from the school of hard knocks of life first hand. Steven is a sought-after speaker in solving complex problems in real estate, with his experience and his thinking out ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

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

Jason Lindwall

SVP Spend Management
RealPage Inc.

Alex Lopez

Director of Client Support
SVN|SFRhub Advisors

Alex Lugovoy

General Manager
Dobrin Homes

Alex has 18 years of management experience as the founder of Dobrin Companies, a rapidly growing niche student housing provider in the central Virginia area, taking the business from the zero to 500 beds in a few years.  Currently, the business is looking to build on its track record and expand in multifamily stabilization projects. 

Richard Lundbeck

Senior Vice President
Green River Capital

Richard Lundbeck joined Green River Capital (GRC) in November of 2014 to lead the component services business operations, focusing on single-borrower single-family rental debt facility and securitization products and services. Prior to joining GRC, Lundbeck spent 15 years in the title insurance space, where he held numerous positions, from managing large-scale title insurance operations which specialized in national REO to more local/branch level divisions.   Since joining the company, he has successfully streamlined many parts of the operation, increasing efficiencies through his hands-on leadership of the team. Lundbeck has been key in cultivating and maintaining client relatio ... (view full description)

Dan Magder

Managing Director
Center Creek Capital

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)

Sean Marsh


Michael Maxwell

Chief Operating Officer
Builder Finance Inc.

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

Michael Mayer

Managing Member & CEO
Associated Ventures

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

Ryan McBride


Ryan McBride is the Chief Operating Officer and Co-Founder of CoreVest Finance, the leading provider of rental loans and bridge financing for residential real estate investors. Previously, Ryan was Executive Vice President of Acquisitions at Colony American Homes where he was a Co-Founder and led the company’s overall acquisitions efforts.  Prior to his roles at Colony, Ryan was a Senior Managing Director at Carrington Investment Services, LLC where he was responsible for directing the firm’s single-family residential rental strategy, capital formation and merger and acquisition efforts. He also spent eleven years in investment banking, most of this time at J.P. Morg ... (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 nearly 6,000 residental single family properties.  Today, VineBrook is well-capitalized and growing at 50% annualized growth as we expand our footprint, while maintaining compelling NOI margins and fully-covered dividend yields. Joining VineBrook in 2010 focused on enhancing analytical captabilities to drive efficiency and scale, Ryan has at one time or another participated in fundraising, acquisitions, business develpment, and overall str ... (view full description)

Wade McGuinn

McGuinn Hybrid Homes

Wade McGuinn, owner / CEO of McGuinn Hybrid Homes has served the Midland and Capitol of South Carolina for 32 years. During that time we have built over 4,000 homes and 27 communities. We have built more homes on Lake Murry than any other company in the Midlands and have built more Multi-Million dollar homes than any singe builder. Production building for ourselves and investors remain the core of our operations.   Wade is one of a few certified master builders in South Carolina, and is past president of the HBA Central South Carolina, author of Building Your Dream Home, and CEO of one of the most awarded Homes Building Companies in the Metro Columbia area McGuinn Hybrid Homes. W ... (view full description)

Ralph McLaughlin

Deputy Chief Economist

 Dr. Ralph McLaughlin is Deputy Chief Economist at CoreLogic. Prior to joining CoreLogic, Ralph served as Trulia's Chief Economist, leading their housing economics research team and providing house hunters with key insights about the economy, housing trends, and public policy. His educational background includes a Ph.D. in Planning, Policy, and Design from the University of California at Irvine (with a specialization in Urban Economics) and a B.S. in Geography and Regional Development from the University of Arizona. He has authored more than 200 pieces of content (blog posts, op-eds, and peer-reviewed academic studies) in the fields of housing economics, land use and housing policy, and indu ... (view full description)

Bruce McNeilage

Kinloch Partners, LLC

Bruce W. McNeilage brings more than 25 years of financial and real estate investment experience to his role as Managing Member of Kinloch Partners, LLC and Kinloch Homes, LLC. In the past 12 years, he has invested in more than 450 properties and sold more than 150 properties throughout Georgia, Florida and Tennessee. McNeilage specializes in increasing occupancy rates and lowering operating costs by renovating and managing apartment complexes and large portfolio single family assets. His time tested proprietary techniques help create immediate positive cash flow and long-term growth in value for his properties.  Prior to launching Kinloch Partners LLC and Kinloch Home ... (view full description)

Keaton Merrell

Managing Director
Walker & Dunlop

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

Michael Miller

Chief Marketing and Production Officer
5 Arch

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

Sean Miller


Sean Miller is the President of PointCentral, a subsidiary of, the leading provider of enterprise-grade smart home solutions to short and long term managers of single and multifamily properties.   Prior to PointCentral, Sean was global director of sales and business development for WeMo, Belkin’s Connected Home/IoT division. Before WeMo, Sean held several positions with Generac, including director of remote monitoring (Mobile Link), where he led the creation of a new business unit around an M2M/IoT solution that connected the company’s standby generators to customers, dealers and Generac corporation.   Sean has an MBA from Kenan-Flagler at The University of ... (view full description)

Shawn Miller

5 Arch

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

Trez Moore

Managing Director of Capital Markets
Lima One Capital

Marcos Morales

Executive Director
Hogar Hispano, Inc.,

Marcos Morales has worked in the real estate industry for the past 25 years in both the for- and non-profit space. Currently Mr. Morales, as Executive Director of Hogar Hisapno, Inc., manages a portfolio that contains a 60k sq. ft. commercial office building in Washington D.C., 327 NPL's and PL's and 317 REO's. Hogar Hispano, Inc., as owner operator of the aforementioned portfolio, was created in 2004 and operates a unique organization which does not rely on federal or state grant funding to operate. In fact it operates primarily from net gains generated from its operations. HHI does accept donated properties and cash from private and corproate individuals. Please vis ... (view full description)

Richard Morgan

Residential Capital Partners

Joakim Mortensen

CoreVest Finance

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $4 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for (a joint venture between LNR Property and Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)

Tina Mortera

Vice President
Progress Residential

Tina Mortera is the Vice President of Marketing for Progress Residential®

She has more than 20 years of real-estate related experience with a reputation as an innovator and creative problem-solver who can produce results.   Her purpose and passion are fostering a customer-centric culture of performance, building brands that people love and making the vision a reality. 

Chaz Mueller

Progress Residential

Chaz Mueller is Chief Executive Officer of Progress Residential and Secretary of the National Rental Home Council.   Mr. Mueller came to Progress Residential with nearly 25 years of experience in the multi-family housing industry. Mr. Mueller brings his expertise in applying best-in-class utilization of human and technology resources, highly sophisticated pricing and revenue management, and superior asset allocation and investment decision-making to Progress Residential.   Most recently, Mr. Mueller served as President of Irvine Company Apartment Communities, a California-based real estate investment firm with more than 58,000 apartments. Previously, he was President ... (view full description)

Matt Neisser


Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  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 coup ... (view full description)

Deb Newell

Real-Time Leasing & Real-Time Consulting Services

Deb Newell, MPM® RMP® REALTOR® started rehabbing investment properties as a hobby in 1998, turning over 35 properties in 4 years and keeping most of them as rental investments. As a result, in 2001 she began Real-Time Leasing. The once "hobby" of rehabbing has evolved into one of the leading property management companies in Minneapolis/St. Paul and the launch of Real-Time Property Services, a wholly owned subsidiary of Real-Time Leasing, which offers rehabbing and maintenance services to a variety of large real estate investment groups.    When developing and re-structuring their organization, many individuals have sought after Deb’s “foundational” fundamentals.  In 2013, Real-Time Consultin ... (view full description)

Cortney Newmans

Director-Business Development
Lima One Capital

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

Robert Nickell

Rocket Station Real Estate

Robert Nickell had long perfected a series of systems and processes that helped launch him to the forefront of the industry. He has helped hundreds of investors and entrepreneurs with his workflows and proven systems — and that started with having a rockstar team in place. Robert is excited to share the insider secrets that separate the good from great.

Kevin Ortner

President & CEO
Renters Warehouse

President and CEO of Renters Warehouse, Kevin Ortner first joined the company in 2009 as a franchisee for the Phoenix region. After the retirement of founder Brenton Hayden, Ortner went on to take the reins of the company, helped see it through monumental growth and helped double their total number of franchisees in the country since 2013. In 2015,  Kevin was honored with both an American and International Stevie Business Award for his achievements as Executive of the Year. With Kevin at the helm, Renters Warehouse secured elite honor roll status on the prestigious Inc. 500|5000 list of fastest growing privately held companies in America for its sixth consecutive year.     Kevin’ ... (view full description)

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)

Lincoln Palmer

EVP-Property Operations
American Homes 4 Rent

Marc Pelletz

Sarasota 5 LLC

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

Mark Peterson

Director, Build for Rent
SVN | SFRhub Advisors

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

Todd Pigott

ZINC Financial, Inc

I am passionate about my involvement in the private money equity space.  Today I preside over 3 separate entities, as outlined below, all involved in the private equity space. We are a licensed lender, not a broker, hence we have our personal funds invested in the very space our investors consider. This is a rare difference in the ZINC brand.  To date, ZINC has originated hundreds of millions of dollars in private money loans, with a loss ratio of less than ¼%.  We oversee millions of dollars of private equity loans every day, and fund millions on a monthly basis. All Loans originated by ZINC are secured by a 1st position lien against the underlying collate ... (view full description)

Eric Pitt

Director Business Development
Apex Asset Management

A highly accomplished operations and sales executive with experience in team leadership and development, infrastructure growth, expansion and client relations.  Adapts to dynamic business environment changes and implements strategies and processes to ensure growth while laying the foundation for long-term success.

William Powers

RTO Property

Founder and general manager of RTO Property LLC. RTO Property provides a single source solution for real estate investors to purchase local real estate for Buy-N-Hold portfolio as well as Flip investments. RTO Property will identify investments, redevelop property, prepare the property for rental or sale, and manage the property or sell it. RTO Property has managed the purchase, redevelopment and disposition of more than 200 properties.

John Prinz

Gordian Fund

Ben Prisbylla


John Putrino

Managing Director
Janney Montgomery Scott

Mr. Putrino joined Janney Montgomery Scott in 2016 as a Managing Director. He is responsible for the firm’s lodging & leisure and single family residential real estate investment banking practices. His experience includes domestic and cross-border mergers & acquisitions, private placements of debt and equity, leveraged finance, IPO’s, joint ventures and equity-linked financings. Prior to Janney Montgomery Scott, Mr. Putrino was the Chief Executive Office of Sachem Street Capital Advisors, an independent financial advisory firm. Prior to Sachem Street Capital Advisors, Mr. Putrino was a Managing Director and Head of North America Lodging & Leisure Investment Banking for BMO Capita ... (view full description)

Claire Pyatt

Senior Client Success Manager

Claire Pyatt is a Senior Client Success Manager at Rently responsible for large scale “Rently Blue” keyless lock deployments. In 2016 she obtained a B.S. in Business Administration from The University of Southern California’s Marshall School of Business. Before joining Rently she worked in SaaS sales for Oracle, with an emphasis on Customer Experience (CX) systems. She looks forward to sharing how Rently’s technology can be leveraged to automate leasing, digitize move-in/move out, and enhance tenant experience.

Sanjay Raghavaraju

Founder & CEO
33 Holdings, LLC

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

Greg Rand

Chief Strategy Officer
Renters Warehouse

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

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


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)

Mitch Rotta

Director, New Construction

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

John Ryan

Chief Revenue Officer
Genesis Capital

David Sandmann


Marco Santarelli

President & Founder
Norada Real Estate Investments

Marco Santarelli is an investor, author, and founder of Norada Real Estate Investments -- a national real estate investment firm offering turnkey investment property in growth markets nationwide. Marco Santarelli is the host of the Passive Real Estate Investing show -- the show where busy people like you learn how to build substantial passive income while creating wealth for the long-term. Marco Santarelli is also the creator of DealGrader™ - a scoring system that measures the investment quality of a real estate investment, giving you an overall snapshot of its profitability and investment risk. He purchased his fi ... (view full description)

Ranajoy Sarkar

Chief Product Officer
Roc Capital

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)

Stephen Seal

Voyager Pacific Capital

Stephen is a real estate entrepreneur and fund manager. He is a veteran real estate investor, having closed over 11,000 transactions in 35 states.  He is an expert in the field of tax delinquent real estate and vacant land. 
He is the CEO of Voyager Pacific Capital. Voyager Pacific Capital manages niche real estate equity funds which invest primarily in vacant land and rental homes.  Voyager owns over 1,200 single family rental homes in 15 markets.

Daniel Shaked

Founder & CEO

Daniel Shaked is an entrepreneur in soul with performance-oriented execution and endless resilience to make it happen. Obsessed with Tech Startups and everything that is location-based, Shared Economy, the Future of Living, and Real-Time communications, Daniel is passionate about changing the real off-line world pains with Software and technology. With over 15 years of experience in Hyper-Local SMBs space, Daniel has gained a real understanding of the pain point of both homeowners, consumers and the service industry alike. Daniel is now tackling to solve the pains of the Rental Real Estate property owners who suffer low margins due to poor Property Management, unpredi ... (view full description)

Gagan Sharma

President & CEO
BSI Financial Services

Gagan Sharma, President and Chief Executive Officer: Gagan acquired BSI Financial Services from a bank in 2006. Prior to BSI, Gagan founded a global outsourcing company serving the financial services and technology industries. He raised institutional equity financing and increased its labor force to more than 1,200 people before selling it. Prior to that, Gagan was a consultant with Deloitte, advising clients on matters of strategy and operations in the financial services and high tech industries. Gagan has an MBA from The Wharton School at The University of Pennsylvania and a B Tech from the Indian Institute of Technology, Delhi.

Pratik Sharma

Bridge Tower Partners

Jesse Shemesh

Portfolio Manager
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)

Shaun Shenouda

REI Program Manager,COO
SES Risk Management

COO of SES Insurance, where he is primarily focused on delivering customer value through innovation and service excellence.
Shaun has over 15 years of experience offering master-policy Property & Casualty insurance, service and technology to financial institutions.  Prior to joining SES, Shaun held the position of Senior Vice President of Integrated Solutions and Analytics at QBE, where he was focused on business transformation, customer experience optimization and M&A integration initiatives.  

Shaun has a degree in Management Information Systems and received his MBA from Pepperdine’s Graziadio School of Business and Management.

Tyler Simpson

Vice President
Roc Capital

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

David Singelyn

American Homes 4 Rent

David P. Singelyn is Vice President of the National Rental Home Council (NRHC), the organization dedicated to advocating on behalf of the 16 million single-family rental home industry on legislative, regulatory and capital market matters. Dave adds an extensive background in real estate, financial and operational experience with private and public companies.   Dave co-founded American Homes 4 Rent® in October 2012 and serves as a trustee and Chief Executive Officer. Dave is also a member of the College of Business Administration Dean’s Advisory Council at California State Polytechnical University, Pomona.   From 2005 to 2012, Dave was Chief Executive Officer of Americ ... (view full description)

Chris Skardon

Gorelick Brothers Capital LLC

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

Douglas Skipworth

Co-founder & Principal Broker
CrestCore Realty LLC

Since 2007, Douglas Skipworth, CPA, CFA has purchased hundreds of buy-and-hold rental properties for himself in Memphis, TN, and his company, CrestCore Realty, manages all of his properties and thousands more for investors all around the world.

Christine Smith

Director of Project Mgmt
Castle Rock

Christine heads up the construction management function for Castle Rock and now leads Castle Rock’s new Real Estate Sales operation, The Castle Rock Group. Formally trained in the architectural aspects of Interior Design, Christine takes over once a property is acquired through foreclosure or purchase. She oversees the design, planning, and construction functions of all rehabs. Through our new realty company, The Castle Rock Group, Christine uses her experience in the distressed asset/investment real estate industry to help clients acquire property that fits their stringent investment criteria. She also assists clients in the disposition of real property.

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 investment management company that not only has their own smaller funds, but they consult with other groups that might not have the experience or resources to properly manage a portfolio themselves. They primarily specialize in 2) Residential and Commercial Real Estate in West Central Florida, 2) Non-Performing Loans in the Midwest and Southeastern US, and 3) Commercial Bridge Lending on a National Basis. They also have a very successful real estate sales and acquisition practice focusing on Florida’s Central West Coast. Smith sta ... (view full description)

Rebecca Smith

National Account Manager

As a National Account Manager I am responsible for helping clients find solutions to their Real Estate needs. I have been in the industry for 20 years and with the Radian family of companies for the past 10. I am passionate about problem solving, building relationships and providing quality service. I love sharing the Radian story and knowing I have a part in writing it. Today’s Radian is ensuring the American Dream of home ownership in even bigger and better ways with a comprehensive suite of products and services offered through our wholly owned subsidiaries, which include Radian Guaranty, Clayton Holdings, Green River Capital, Entitle Direct, Red Bell Real Estate and F ... (view full description)

Grace Soueidan

Chief Operations Officer
Temple View Capital

Dana Sprong

Co-Founder & Managing Partner
VineBrook Homes, LLC

Dana is Co-Founder & Managing Partner of VineBrook Homes, one of the earliest investors in SFR. Dana led the due diligence and acquisition of over 6500 residential single family properties since 2007. He has managed all aspects of back office and field operations at various times for VB since its inception. Currently he is focused on business development, investment strategy and acquisitions/dispositions. Dana is a licensed General Contractor and Real Estate Broker with completed residential and multi-family projects and deals in OH, IN, KY, MO, TN, PA, MS, NE, WI, AR, KS, OK, TX, GA, MA, CA & NY. He graduated with honors from Harvard University where he captained the men's lacrosse ... (view full description)

Haendel St. Juste

Managing Director,
Mizuho Securities USA, LLC

Anthony Stansberry

Director of Sales
ResiBuilt Homes

Mr. Stansberry has over 20 years of experience in the real estate industry working for some of the largest national homebuilders in Georgia and Florida.  Mr. Stansberry joined ResiBuilt as Director of Sales in October 2018 to lead the sales division for the new production homebuilding company.  Having already gaining significant traction, Mr. Stansberry anticipates selling 500 quality homes annually by the end of 2019. His previous experience includes serving as Regional Sales Manager for Progress Residential and managing the Leasing Teams in FL, GA, NC and IN.  Mr. Stansberry managed and leased over 3,000 existing residential homes during his time with Progress. He a ... (view full description)

Jennifer Stoops

Park Avenue Properties

Jennifer joined Park Avenue Properties as a Property Manager in June 2007. After helping the firm grow their property management business, Jennifer was promoted to Sales Manager of the Property Management Division in 2008, in 2011 she was promoted to Regional Sales Manager and in 2013, Jennifer was promoted to Vice President of Park Avenue Properties. In 2014, Jennifer was promoted to Senior Vice President with direct oversight of all areas of the firm’s business. Jennifer was awarded the “Top Woman in Business” award in 2012. Jennifer has served in leadership roles for NARPM having served on the Charlotte Regional Board as Treasurer, Vice President and three terms ... (view full description)

Tracy Streich

Managing Broker
Renters Place

Graham Strong

VineBrook Homes

Graham Strong serves as the Chief Financial Officer for VineBrook Homes, LLC and as a member of the executive team for all companies underneath the VineBrook Homes umbrella.  Mr. Strong and his team are responsible for financial and investor reporting, insurance, debt, and banking relationships.  Additionally, Mr. Strong participates in new capital raising, portfolio analysis, M & A activity and significant forecasting and modeling. Mr. Strong joined VineBrook in April 2013 after serving several years on the management team of one of the largest independent, middle market equipment and technology lessors in North America.  Within that organizatio ... (view full description)

Edwin Sweeten

Manager, Investor Services
Premium Title

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties

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

Bill Syrios

Founding Partner
Stewardship Properties

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

Phillip Syrios

Partner and Property Manager
Stewardship Investments

Phillip Syrios is the head property manager and a partner of Stewardship Investments, LLC. After graduating from the University of Oregon with a degree in Business Administration and brief stint as a professional poker player Philip joined Stewardship Investments in 2011. Since then Phillip has helped the company grow to and continue to manage over $20 Million in buy and hold real estate assets in the Kansas City metro area. 

Mike Tamulevich

Chief Investment Officer
Marketplace Homes

Mike Tamulevich is the CIO at Marketplace Homes specializing in Asset Management and Investor Services.  Mike leads a team of 16 that manage over $500MM in SFR assets in 30+ markets nationwide. Mike and his team work with a diverse client base representing over 3,000 active SFR assets as well as manage inquiries from more than 1,500 investors on a monthly basis.

Dallas Tanner

President and Chief Executive Officer
Invitation Homes

Dallas B. Tanner has served as President and Chief Executive Officer (CEO) of Invitation Homes and a member of the company's board of directors since January 2019. As a founding member of Invitation Homes' business, Mr. Tanner has been at the forefront of creating the single-family rental industry. Since the founding of Invitation Homes in April 2012, he has served as Executive Vice President and Chief Investment Officer, and since August 2018 as interim President. Prior to the initial public offering of Invitation Homes in February 2017, he served on the boards of the company's predecessor entities. He also serves as the Treasurer of the National Rental Home Council.   Mr. Tanne ... (view full description)

Lauren Taylor


Capaven is a full service operations company in South Carolina. Offering acquisitions, renovations, and management for investors in the state or looking to enter the state. We are also owner/operators in the process of raising capital for our lease option model and have successfully completed beta testing for our system that utilizes FinTech with a proprietary net underwriting software.

Jeff Tennyson

Chief Executive Officer
Lima One Capital

Jeff Tennyson joined Lima One Capital as CEO in January 2018.  As CEO, Jeff is responsible for the company’s overall business strategy and day-to-day operations.  Tennyson brings more than 30 years of financial services leadership, operating and executive experience to the Company and has held C-level executive roles in both single-family rental and residential mortgage lenders.  Prior to Lima One, Tennyson served as the President of Clayton Holdings, LLC (a wholly owned subsidiary of Radian Group (NYSE:RDN)) where he served on Radian’s Executive Committee and oversaw the global Mortgage Services business units, which included Cla ... (view full description)

Jeffrey Tesch

Managing Director
RCN Capital

Jeffrey Tesch, Managing Director, is responsible for the day-to-day operations of RCN Capital LLC, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010, 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 underwritten over 3,500 loans and overseen $735M+ in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail c ... (view full description)

Jeremy Thomason

Executive, Sales

Jeremy Thomason is the Executive Sales Leader for CoreLogic® Rental Property Solutions. He leads a national sales team that provides data and software solutions to the multifamily and single-family space. The team manages over 4,000 relationships with property management companies and owners that together, manage over 4M units. Prior to this role, Jeremy worked for 20 years in commercial lending at Citibank, GE Capital and Wells Fargo where his teams originated and underwrote financing in excess of $5B. Jeremy began real estate investing in 2004 when he purchased his first single-family rental. Since then, his RE dealings have included experience with buying, selling, flipping and mana ... (view full description)

Mercedes Torres

Epic Investing

Nathan Trunfio

Direct Lending Partners

Dana Wasson

Director National Sales
Lima One Capital, LLC

Patrick Whelan

Imajn Homes

Billy Whitehead

ROI Property Group

Adam Whitmire

VP, Acquisitions
The Whitmire Group, LLC

Adam Whitmire is a third generation investor/developer with over 15 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with ... (view full description)

Shawn Woedl

National Real Estate Insurance Group

Adam Wolfson

Chief Investment Officer
Transcendent Investment Management

Bruce Wuollet

Bakerson, LLC

Bruce Wuollet is the cofounder of Bakerson LLC, a real estate capital management firm. Bruce is responsible for overseeing day-to-day operations, which includes employees, equity funds, property specific syndications, wholesaling, retailing and finance. Since October 2002, Bruce and his team have flipped over 2200 homes, 25 apartment buildings, 250 space mobile home park and a motel. Bruce has spearheaded the creation of 5 private equity funds with numbers 6 & 7 in formation stages. What makes Bruce so successful in his business is his passion for changing people’s lives by the transformation of their community. He is also very involved with crowdfunding and how it wil ... (view full description)

Clayton Wyatt

VP of Business Development

Tarl Yarber

Fixated Real Estate LLC

CEO and Founder of Fixated Real Estate LLC, a Pacific Northwest leading investment company with over $40,000,000 in single family residential properties purchased, rehabbed, and re-sold over the last 3 ½ years.  Over 500 real estate transactions under his belt in his career, Tarl and his team are considered experts in the investment industry and specialize in real estate systems for success.  Tarl and his team handle between 15 and 20 single family investment fix and flip construction projects at any given time with an average rehab budget of $85,000 per home and up to $300,000 rehab projects.  All of this is done with a team of four, including himself.  After creating Fix ... (view full description)

Pete de Best

Co-Founder & Managing Member
Tarek Buys Houses LLC

Pete de Best is the co-founder and operating manager of Next Level Property Investments, LLC (NLPI), a California based real estate investment company that was created to acquire, rehab and sell residential properties across the United States.  Pete’s business partner, Tarek El Moussa, is the co-star of HGTV’s hit TV show Flip or Flop.  Flip or Flop is currently in its eighth season and is the #1 rated home flipping show on TV.   Many of the houses purchased by NLPI have been featured on the show.  Created in the aftermath of one of the largest real estate market crashes, NLPI’s primary focus was to acquire distressed housing (short sales and foreclosures) at significant di ... (view full description)
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1120 Avenue of the Americas, 6th Floor
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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for The 8th Annual Single Family Rental Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

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  • 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.

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

  • Online Targeted Advertising

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    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.

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  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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