7th Annual
The Single Family Rental Forum (East)
May 29 - 31, 2019
This is a past event. To see the list of our current events, please click HERE
Thibault Adrien
CEO
Lafayette Real Estate
CEO and Founder of Lafayette Real Estate (New York) - Lafayette is a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manage more than 3,000 single-family rental homes, provides loans to fix & flip investors in the markets it operates its rental strategy and is actively growing its build-for-rent and scattered-site SFR portfolios. Thibault was previously a Vice President at Fortress Investment Group, in the Private Equity Area in New York and is a member of the Paris Bar Association
Shameek Agarwal
Director
Residential Capital Management
Mr Agarwal has been responsible for identification, underwriting, purchase and disposition of 3500 assets in south east market
Previously he had worked at a equities hedge fund in NY, focusing on short-term statistical arbitrage and construction of smart beta portfolios
Mr Agarwal has B.S. in Mechanical Engineering from Georgia Tech and a M.Eng in Financial Engineering from Cornell University. He is also a CFA charterholder.
Previously he had worked at a equities hedge fund in NY, focusing on short-term statistical arbitrage and construction of smart beta portfolios
Mr Agarwal has B.S. in Mechanical Engineering from Georgia Tech and a M.Eng in Financial Engineering from Cornell University. He is also a CFA charterholder.
Mousa Ahmad
Founder
Mutual Property Investments
Mousa Ahmad is an excellent representative for
each investor who does business with OID
because he is an Investor himself. Mousa was a
pioneer in hedging against the City of Detroit when
he purchased nearly 100 properties in 2008 for
approx. $500 per door! His hands-on experience as
an Investor helps with the decision-making process
on each unit OID represents. He understands where
the “pitfalls” can occur and how to take advantage of
the upside of each property. His extensive
background in managing the day to day operations
with his staff allows his expertise to translate to an
organized and efficient service for each p ... (view full description)
Russell Alt
Director, Operations
CrestCore Realty LLC
Russell Alt is the Chief Operating Officer for 6AM Core Collective, a strategic collection of entrepreneurial-minded companies on a mission to help people succeed. One of our operating companies is CrestCore Realty, a Memphis, TN based property management company that manages residential and commercial property throughout West Tennessee and North Mississippi. Prior to his promotion to COO of 6AMCC, Russell was the Director of Operations for CrestCore Realty and helped navigate the organization through entering a new market and acquiring a new PMC. Before coming to the 6AMCC organization, Russell held various executive roles throughout the country in the healthcare industry, most recently as ... (view full description)
Inaas Arabi
Vice President of Single Family (Industry Principal)
RealPage Inc.
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.
Chris Avallone
Head of Merchant Banking
The Amherst Group
Christopher Avallone is Head of Merchant Banking at Amherst, a $9.8bn AUM vertically integrated platform designed to enable scaled investment into single-family homes operated as long-term rentals. Amherst’s mission is to solve the problems of a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for all stakeholders – residents, buyers, sellers, communities, and investors.
Christopher joined Amherst in 2018 and has since leveraged his 12+ years of capital markets expertise to grow Amherst’s single-family rental platform and investment management business into one of the largest operators of single-family assets. Prior to Amherst, Christophe ... (view full description)
Mathew Avrhami
Founder
Rockridge Properties & Investments
As President and CEO of Rockridge Properties and Investments, Mathew Avrhami, is responsible launching a regional development firm spanning the western sunbelt states while overseeing and executing development of Build-To-Rent Communities through existing sites, JV investments, and strategic acquisitions. Mr. Avrhami’s experience includes commercial real estate private equity and institutional residential rental experience with the largest SFR investment funds, covering thousands of rental homes and over 38 multifamily projects.
Active in the community, Mathew Avrhami is an associate faculty at Arizona State University’s WP Carey School of Business, teaching real estate investm ... (view full description)
Tim Barhite
Director, Operations
Homee, Inc
Tim is a seasoned professional offering a wealth of experience and knowledge in Real Estate and Construction. With a passion for facilitating mutually beneficial business agreements, Tim has earned a reputation for achieving results that optimize revenue growth and drive organizational stability.
Currently, Tim is the Eastern U.S. Director of Operations for Homee, Inc., an on-demand property maintenance company that provides customers with instant access to skilled and pre-screened handymen. In less than a year, Tim helped create one of the largest and fastest growing profit regions. By executing well-positioned business development strategies, and sound sta ... (view full description)
Demetrios Barnes
Chief Operating Officer
SmartRent
Demetrios Barnes is the Co-Founder and Chief Operating Officer of SmartRent, where he leads the support, marketing, field operations, and account services teams. With over a decade of experience in property management operations, he is passionate about helping owners and operators understand the innovations technology can produce, while forging strong interpersonal relationships and thought leadership.Prior to co-founding SmartRent, he was Vice President of Technology for Colony Starwood Homes, Previously, Mr. Barnes was Director of Property Managem ... (view full description)
Ray Barrows
COO
Progress Residential
Ray Barrows leads the Operations Team for Progress Residential, overseeing a rapidly growing 30,000+ home single-family portfolio in 16 key markets across the US. Previously, he was senior vice president for community management at the Irvine Company and chief operating officer at Waypoint Residential. He holds an MBA from the University of North Carolina’s Kenan-Flagler Business School and a BS in Electrical Engineering from North Carolina State University.
Benjamin Bass
President
Eola Builders
Benjamin Bass is the President of Eola Builders, a real estate investment and development company focused on opportunistic and value-add projects in the residential and commercial sectors. Some of the current projects for Eola include developing Build-For-Rent communities in Florida focused on serving independent seniors.
With more than 15 years of experience in the real estate industry, Benjamin leads Eola’s business, identifying and developing new business opportunities, and building and expanding its presence across geographic regions as an innovative investor and developer.
Prior to founding Eola, Benjamin's professional experience includes roles in India with Le ... (view full description)
Gary Beasley
CEO & Co-Founder
Roofstock
Gary co-founded Roofstock in summer 2015 and assumed the role as CEO to build an Internet marketplace focused on the $2 trillion single-family rental (SFR) sector. Prior to Roofstock, Gary was CEO of Waypoint Homes and co-CEO of its successor company Starwood Waypoint Residential Trust (NYSE: SWAY), where he established himself as one of the leaders of the sector as institutional capital began to transform its landscape. Prior to joining Waypoint, Gary served as both an operating executive and principal investor across a wide range of industries including hospitality, real estate, consumer Internet, and cleantech. After helping orchestrate Geolo Capital's controlling investment into Joie d ... (view full description)
Mike Bednarski
Managing Partner
LyvWell Communities
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.
Leonard Blangiardo
Managing Director & Principal
DRA Asset Management; an affiliate of Do
DRA Asset Management and its core strategic partners are middle-market single-family rental portfolio operators with stabilized holdings in Texas, Florida and Pennsylvania. They are currently seeking opportunities to finance and develop large residential and small C&I solar PV projects in developing nations of the Caribbean with similarly aligned regional and island nation concerns that also strive to enhance energy efficiencies to optimize broader economic growth.
During the latter part of his multi-disciplinary 28-year real estate career, Mr. Leonard Blangiardo has been a Principal with Domaine Realty Advisors, Inc. Domaine Realty Advisors was a regionally focused boutique ... (view full description)
Mark Bloom
Principal
NetWorth Realty
Mark Bloom is a nationally recognized real estate expert who has helped thousands of clients buy, sell and hold successful real estate investments. Mark is the owner of NetWorth Realty USA and the President of NetWorth Realty of Dallas-Fort Worth. Currently, NetWorth Realty USA owns 17 brokerage offices nationwide and is growing at a rapid rate.
Mark is frequently called on by the media for his expertise. He has been featured on ABC's Nightline, Fox News Radio and dozens of NBC, CBS, and Fox affiliate stations across the country. Fox News Business, the Dallas Business Journal and Personal Real Estate Investor are only a few of the prestigious publications that Mark ... (view full description)
Sandeep Bordia
Head of Research and Analytics
Amherst
Sandeep Bordia is Head of Research and Analytics for Amherst. Sandeep leads the team of researchers and analysts responsible for gathering hundreds of data points on millions of assets used to spot patterns and anticipate asset behavior as market conditions change, thereby informing Amherst’s acquisition and investment strategies.
Sandeep brings 20 years of experience working in various roles across the mortgage markets. Prior to joining Amherst, Sandeep was the Head of Securitized Products Research at Barclays Capital, responsible for all research related to agency/non-agency MBS, CMBS, ABS, and European ABS. Earlier in his career, Sandeep spent six years at Lehman Brothers focusing ... (view full description)
Larry Brand
SVP Fix and Flip Lending
Sprout Mortgage
Larry Brand is the SVP Rehab Lending, at Sprout Mortgage based in East Meadow NY.
He is a seasoned Executive with over 20 years in the Mortgage and Real Estate space. Larry was a principal in a New York based Mortgage Bank, for 14 years, that originated forward mortgage loans. He began in the fix and flip arena as a Buyer of below market value properties in the 5 boroughs of Manhattan. The experience he had with private lenders, at the time, has given him perspective he now utilizes as a Lender and advisor to Customers of Sprout’s Fix and Flip financing program.
Larry helped start and build the Fix and Flip program at his previous employer before joining Sprout Mortgage in Mar ... (view full description)
Barnett Brodie
Managing Partner
Reichman Brodie Real Estate
Sacasha Brown
COO
The Steinbridge Group
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)
Daniel Cardona
Head of Acquisitions
ResiBuilt Homes
Chad Carpenter
Chairman & CEO
Reven Capital
Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)
Frank Cava
CEO
Cava Companies
As CEO of Cava Companies, Frank oversees all real estate investment activities focused on residential properties in Central Virginia. Since inception in 2007, Cava Companies has completed more than 1,000 transactions across Virginia. Our senior leadership team has 80+ years of professional experience developing 3,000+ buildable homesites, constructing 2,500+ homes, and both managing and selling 2,000+ residences. We have closed in excess of a billion dollars in real estate transactions. Frank graduated Magna cum laude from the University of Florida in 1998 with a BAS Degree in Building Construction Management.
Alysia Cherry
Vice President
Front Yard Residential
Alysia Cherry is vice president for financial planning and analysis for Front Yard Residential, an industry leader in providing quality, affordable rental homes to America's families. Front Yard manages more than 12,000 homes within its nationwide portfolio. Previously, she served in similar roles for American Realty Capital Properties and Cole Capital. She holds a degree in finance from Arizona State University’s W.P. Carey School of Business and has received a designation as a Certified Financial Planner.
Dennis Cisterna III
Chief Investment Officer
Lafayette Communities
Mr. Cisterna serves as the Co-Founder and Chief Investment Officer of Lafayette Communities, a SFR investment platform focused exclusively on build-to-rent opportunities across the nation. He is also the Founder and Chief Executive Officer of Guardian Residential, which acquires portfolios of model homes in sale-leaseback transactions with national and regional homebuilders.
One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that, he was Managing Director of FirstKey Lending, where he was a part of the executive tea ... (view full description)
Gene Clark
President
5 Arch
Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law
firm.
Jeff Cline
Executive Director & Principal
SVN | SFRhub Advisors
As the Executive Director & Principal, Jeff Cline leads SVN | SFRhub Advisors, the only dedicated national SFR portfolio platform that is also introducing a first-to-market fully-transactional, digital CRE transaction website, SFRhub.com, changing the way the CRE industry markets, researches, analyzes and acquires SFR (single-family residential) and BFR (Build-for-Rent) portfolio investments.
Cline's 40+ years in commercial real estate has added significant experience to the team of SFR portfolio industry experts to nationally transact commercial investment portfolios comprised of five or more homes. Cline has been involved as a principal in $2+ billion of commercial real es ... (view full description)
Greg Coleman
Co-Founder & Managing Partner
Revest Asset Management
Greg Coleman is a co-founder and managing partner of Revest Asset Management, a real estate asset manager based in Delray Beach, Florida. Revest owns and manages a portfolio of single family homes in southeast Florida.
Kevin Conlon
Principal
Meridian Pacific Properties
Kevin Conlon is Principal & Co-Founder of Meridian Pacific Capital, LLC, a full-service real estate company specializing in high-yield build-for-rent investments in the Memphis, Tennessee metro area. The company develops land to create subdivisions, builds new single-family homes, manages the properties, and sells to investors through its own real estate brokerage. Meridian provides stabilized, high cash flow properties and portfolios of single and multi-family real estate to private investors, family offices, investment funds, REITs, and asset managers. As a turnkey operator, the Company property manages over 900 units and has been a builder of single-family homes and apartments sinc ... (view full description)
Michael Cook
CIO
MCB Capital
Currently the CIO of MCB Capital, Michael oversees the $50M single family rental portfolio along with the development of two build to rent communities totaling 120 homes in the Dallas Fort Worth area.
Michael Cook is a former Chief Assets Officer at Sylvan Road and a Director of U.S. Asset Management at GTIS. During his time at Sylvan Road, he managed over 2,000 single family homes and acquired over 120 homes per month in seven different markets. While at GTIS, Mr. Cook built a single-family platform to purchase, manage and sell over 4,000 single family homes.
Mr. Cook’s experience in the real estate industry began in 2005. Prior to joining GTIS Partners, Mr. Cook w ... (view full description)
Jeff Corn
CEO & Co-Founder
Virtuance
With his extensive experience in all facets of real estate including development, brokerage, investing, marketing and property management, Jeff brings a highly refined understanding of the real estate and SFR Investment space to bear on the strategic and operational aspects of Virtuance, the company he co-founded in 2010.
Jeff grew up watching his mother, an architectural photographer, excel at her craft. He soon realized, though, that technology offered incredible opportunities to combine the art of photography with the science of image processing in order to market properties with unprecedented efficiency and efficacy. Jeff is responsible for esta ... (view full description)
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.
Christopher Crippen
Managing Partner
Azul Asset Management
Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran. He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US. Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)
John Curry
COO
Spire Residential
John Curry has over 15 years of experience in the real estate space, financing more than $3bn of acquisitions and developments. Aisling Real Estate Services is the product of John’s experience and connections during that time, a company focused on delivering equity and debt options for residential development and build to rent. With that in mind, John partnered with some like minded souls to form Spire Residential - which aims to be a leader in the build for rent space.
Prior to forming Aisling and Spire, John spent four years as director and general counsel with Mountain Real Estate Capital, handling all legal matters for the company. In addition to legal commitments, John also ... (view full description)
Paul M. Davey
CEO
Balcara Group, LLC
Paul Davey has over 30 years of experience in the real estate and financial sectors, both nationally and globally. He has acted as investor, lender, and advisor across all financial products and property types. He has completed over $26 billion of transactions during his career.
Mr. Davey co-founded Balcara Group, LLC in 2018 with the objective of developing and owning single-family rental home communities.
From March 2013 until May 2015, he was Deputy Head of the Americas and a Senior Portfolio Manager within the Real Estate and Infrastructure Department of the Abu Dhabi Investment Authority, based in Abu Dhabi. He served as a member of the Real Estate Division’s Executive Com ... (view full description)
Ken Davis
CEO & Founder
TaskEasy
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)
Tawan Davis
CEO
The Steinbridge Group
Experience: 15 years, $10 billion of investing & asset management
Background: Goldman Sachs, Prudential Real Estate Investors, Mayor Bloomberg’s Economic Development Team, Peebles Corporation
Education: MBA - Harvard Business School
MSc - Oxford University
BA (Honors) - Georgetown University
Tawan Davis is the Chief Executive Officer of The Steinbridge Group. Steinbridge is a privately held real estate investment and asset management company. Based in New York City, Steinbridge invests on behalf of a group of high net worth families, trusts, individuals, pension funds, ... (view full description)
John Day
Chief Business Development Officer
Genesis Capital
Anthony DePalma
Executive Director, Portfolio Management
Sylvan Road Capital, LLC
Robert Derck
Head of New Build Acquisitions
Amherst
Robert Derck is the Head of New Build Acquisitions for Amherst Residential. Robert joined Amherst in 2019 after an executive role with a national REIT where he managed and developed a comprehensive portfolio of residential, multifamily and commercial real estate. Prior to this, Robert spent three years at Charter Homes and Neighborhoods, an award-winning national homebuilder and developer, where he served as Vice President of Planning and Development. During this time, Robert delivered a pipeline of over 2,000 new residential units including townhomes and single family. He also managed and executed a strategic plan to implement Charter’s Great American Neighborhoods business plat ... (view full description)
Gashar Dixon
Principal
Anglestone Real Estate Venture Partners
Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned bot ... (view full description)
Dustin Dreher
CEO
Reno Haven
Michael Drew
CEO
Real Estate Done 4 U
Christopher Evans
Partner
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
LyvWell Communities
Jordan has over 7 years of experience as a professional debt and equity investor in both public and private markets. With a career that began as an investment analyst for a multi-billion dollar hedge fund, Jordan’s career pivoted when he joined a private investment firm in Miami where he led real estate acquisitions across various hospitality and self-storage assets. In Jordan’s current role at Broome Capital, he is responsible for new deal generation, securing entitlements, and early stage development of the firm’s real estate projects. Jordan is active as a member of several organizations including the Young Leaders Group of the National Self Storage Association, Florida Self Storage Assoc ... (view full description)
Kathy Fettke
Co-CEO
Real Wealth Network
Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide. (R.E.A.L. refers to our renovation standards, as defined on our website)
Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher.
With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)
Mark Filler
Leave empty
Rice Park Capital
Mark’s companies have originated over $150 billion of mortgage loans. One of the companies he founded was the largest residential renovation lender in the U.S. He was also sole founder/CEO of Jordan Capital Finance (JCF), a lender to residential rehab investors. JCF had 2,000 clients nationwide and became one of the top 3 lenders to fix & flip investors in the U.S. JCF developed sophisticated property valuation/underwriting methodologies that resulted in never losing money on a loan. The business was sold to an affiliate of The Blackstone Group in 2017. Prior to Apex, Mark started 4 successful businesses; none of his investors lost any money and every lender was fully repaid. Mr. Filler ... (view full description)
Michael Finch
EVP & Principal
SVN | SFRhub Advisors
Michael Finch began his career in commercial real estate over 15 years ago in Phoenix, Arizona. He has developed broad local and national relationships with top-ranked, high density mid to large-scale developers for commercial mixed use & multi-family development. Finch has continued to deliver value-add opportunities as ever-changing market cycles continue to evolve.
With an extensive national network, Finch has experienced continued success in the commercial real estate industry while establishing strong alliance member relationships. He enjoys being an integral partner for client teams focused on large-scale, income-producing portfolios, while specializing in single-famil ... (view full description)
Brian A. Flaherty
Chief Operating Officer
Global Strategic Business Process Solutions Inc.
Brian A. Flaherty, Chief Operating Officer
Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA. Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO. In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider. Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)
Pat Flynn
Vice President
Yellow Enterprises
Pat Flynn is Vice President of YellowBird Enterprises, a home buying and rental portfolio holding company based in Jacksonville, FL. 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.
yellowbirdhomebuyers.com
yellowbirdconnect.com
@patflynnhomes
@yellowbirdconnect
yellowbirdhomebuyers.com
yellowbirdconnect.com
@patflynnhomes
@yellowbirdconnect
Rich Ford
CDO
Roofstock
Rich Ford is a co-founder and Chief Development Officer for Roofstock, an online marketplace for buying and selling occupied rental homes.
Before Roofstock, Rich had a 20 year career in real estate investment banking including working at Jefferies, Bank of America Merrill Lynch, Lehman Brothers and Morgan Stanley. Rich has an MBA from the University of Chicago, a Masters of Science in Economics from the London School of Economics and a Bachelor of Science in Economics from the University of Victoria.
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.
Rob Fuller
Owner
ROI Property Group, LLC
Rob Fuller’s real estate experience includes deal-sourcing, structuring new transactions, deal flow, raising equity, financing, due diligence, acquisition, operations, development, building, disposition, and financial management.
Rob began investing nearly 15 years ago in residential real estate across many national markets. He formed ROI Property Group in 2015. He has bought and heavily renovated over 400 properties. He has owned and managed over $100,000,000 in projects with an additional $200,000,000 to be completed within the next 3 years. ROIPG develops and builds subdivisions in Colorado, Northern California, and the Southeast.
Rob began investing nearly 15 years ago in residential real estate across many national markets. He formed ROI Property Group in 2015. He has bought and heavily renovated over 400 properties. He has owned and managed over $100,000,000 in projects with an additional $200,000,000 to be completed within the next 3 years. ROIPG develops and builds subdivisions in Colorado, Northern California, and the Southeast.
Ani Ganesan
Co-Founder
Blue Chip Maintenance
Co-Founder of Blue Chip Maintenance
-oversee the project management department and strategic development/leadership team for Blue Chip Maintenance-one of the fastest growing home rental maintenance companies in the Southeast.
-over 18 years of experience in training, leadership, and team building which has helped Blue Chip Maintenance handle and complete over 20,000+ work orders in last 2 yrs with a warranty rate of less than 3%.
-oversee the project management department and strategic development/leadership team for Blue Chip Maintenance-one of the fastest growing home rental maintenance companies in the Southeast.
-over 18 years of experience in training, leadership, and team building which has helped Blue Chip Maintenance handle and complete over 20,000+ work orders in last 2 yrs with a warranty rate of less than 3%.
Jared Garfield
President
ROI Property Group Management
Chris Garner
CEO
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
ServiceLink
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.
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.
Rachel Graham
Director of Marketing
Buildium
As Director of Marketing, Rachel brings more than 20 years of small business marketing expertise to Buildium, having led multiple marketing teams at organizations such as Constant Contact, Applause, Ounce Labs (now IBM Rational) and other technology companies in the Boston area.
Jeremy Gratton
Senior Underwriter
SES Risk Management
John Halasz
CEO
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)
Daryl Harrington
President & CEO
Flip Investment Group Inc
Daryl Harrington is President and CEO of Flip Investment Group Inc, a privately held investment firm with a focus on acquisition, redevelopment, and disposition of real estate assets nationwide for the past 24 years. In addition to the company's active Fix & Flip model, passive offerings include renovated turn-key rentals, passive Fix & Flip projects, and joint venture partnerships (debt & equity) for individuals, equity funds, and institutions seeking high yielding investments by simply investing capital while we do the rest. The company also offers training, coaching, and mentoring programs to investors and those seeking to learn the real estate investment business using our pr ... (view full description)
Scott Heimel
VP Sales
Property Frameworks
Scott is the Vice President of Sales and Strategic Relationships for Property Frameworks, one of the country’s leading single family property management companies. He is responsible for overseeing the management of 14,000+ units in over 30 markets.
As a member of the NRT family of companies, Property Frameworks is backed by the strength and resources of the nation's largest real estate brokerage company. NRT is the nation’s largest owner and operator of residential real estate brokerages, and it operates in more than 50 of the 100 largest metropolitan areas in the United States. NRT is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY).
As a member of the NRT family of companies, Property Frameworks is backed by the strength and resources of the nation's largest real estate brokerage company. NRT is the nation’s largest owner and operator of residential real estate brokerages, and it operates in more than 50 of the 100 largest metropolitan areas in the United States. NRT is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY).
Jack Helfrich
SVP, Retail Lending
Civic Financial Services
Jack was one of the key team members to launch CIVIC in 2014, which has since funded more than $3.2 Billion in loans to real estate investors and brokers across the country.
As a high producing sales leader and one of the founders, Jack has successfully recruited some of the top account executives in the lending space while also managing sales and continuing his personal originations, generating more than $100 Million in personal production. Beyond attracting and managing strong talent, Jack leads the sales team with an enthusiastic management style that motivated and inspired the CIVIC Sales team to achieve more than $1.3 Billion in annual funding in 2019.
As a high producing sales leader and one of the founders, Jack has successfully recruited some of the top account executives in the lending space while also managing sales and continuing his personal originations, generating more than $100 Million in personal production. Beyond attracting and managing strong talent, Jack leads the sales team with an enthusiastic management style that motivated and inspired the CIVIC Sales team to achieve more than $1.3 Billion in annual funding in 2019.
Raymond Hespen
CEO & Co-Founder
Property Meld
Ray Hespen is the CEO and co-founder of Property Meld, a maintenance automation software company. Property Meld looks to reduce coordination costs by 60% while improving resident satisfaction.
Ray’s background is rooted in the manufacturing business. A degreed engineer, his previous roles have involved reducing operating expenses while improving quality and consistency. He has taken this operational knowledge and combined it with technology to streamline the maintenance coordination process which is incredibly burdensome for property management businesses.
Ray’s background is rooted in the manufacturing business. A degreed engineer, his previous roles have involved reducing operating expenses while improving quality and consistency. He has taken this operational knowledge and combined it with technology to streamline the maintenance coordination process which is incredibly burdensome for property management businesses.
Brian Hettinger
Partner
Recromax
Brian has been involved in all phases of the construction industry for over 16 years, from project scheduling and estimating to painting and drywall. He holds degrees from University of Wisconsin in both Commercial Architecture and Construction Management with a minor in Business. Brian along with his three partners formed Recromax in 2012 providing restoration, rehab and repair services developing a team that is dedicated to problem-solving, pride in work, professionalism, trustworthiness, honesty and integrity, with a service-minded attitude. Brian has an exceptional combination of educational and workforce experience with an energetic and highly motivated attitude, lending creative and e ... (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)
Acie Holt
Executive Director, Portfolio Management
Sylvan Road Capital, LLC
Mr. Holt currently holds the position of Executive Director Portfolio Management at Sylvan Road Capital and is responsible for multiple investment funds with focus on buy-to-rent and fix / flip strategies.
Before joining Sylvan Road Capital, Mr. Holt was of Vice President of Development at Portman Holdings where he was involved in major projects spanning both the US and South East Asia. While at Portman, he specialized in concept development, partnership structuring, financial structuring, project feasibility analysis, and asset management.
His career in real estate includes extensive experience with multiple asset types, including hotel, office, condominium, mul ... (view full description)
Ian Horowitz
Managing Partner
Equity Warehouse
Starting in 2012 by acquiring his first rental property, Ian has since broadened his involvement in real estate with property flipping, assisting troubled homeowners stay in their homes, and providing housing for subsidized tenants. When not working at real estate, Ian serves as a professional firefighter and looks forward to spending his free time with his wife and daughters. Ian is an alumnus of Arcadia University.
www.landlordinglife.com
www.landlordinglife.com
George Huang
Managing Partner
Bridge Tower Partners
Andrew Hurd
Director, Commercial 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 North ... (view full description)
Jason Hutton
SVP
Sherman Bridge Lending
Henry Ijams
VP, Stratey & Partnerships
AvidXchange
Henry Ijams is passionate about the transformation of finance operations. As a Vice President for Strategy & Partnerships at AvidXchange, Henry specializes in helping companies streamline accounts payable processes and create efficiencies through automation and best practices.
Henry works to connect AvidXchange solutions to accounting systems, banks and technology partners. Throughout his career, Henry has been a prolific spokesperson on accounts payable automation though his articles, research, and strategic consulting assignments. As the founder of PayStream Advisors, Henry’s thought leadership has inspired hundreds of finance professionals to become automation strategists by lev ... (view full description)
Josh Inglis
Owner
eXp Realty
Paul Jackson
President & CEO
Residential Capital Partners
Paul Jackson is a founding partner and principal of Residential Capital Partners. He has over 25 years of experience in the finance and real estate industries. Paul’s focus at RCP is in the capitalization and structure of each operating business and partnership initiated by the firm. Paul is also actively involved in the commercial real estate industry and the debt-buying industry through the portfolio companies Spyglass Equities and CFAM Financial Services, respectively. Prior to RCP, Paul was a Vice President with Staubach Capital Partners focused on the acquisition and structure of single-tenant, sales-leaseback transactions with investment-grade corporations, governmental entities and ... (view full description)
Daniel Jaramillo
CEO
Strategic Properties
Daniel Jaramillo is an Economist & Mathematics graduate of Florida International University. Daniel has selected, negotiated and managed investments of over $150 million dollars and procured financing of over 30 investment properties. As one of the founders of Strategic Properties LLC, he spearheaded the development of an efficient model to manage moderately priced multifamily properties in a more cost-efficient way, thus netting similar, if not higher, yields than large multifamily complexes. As a technology enthusiast, Daniel led Strategic Properties in becoming paperless and was able to move many office operating duties overseas, thus reducing the company’s overhead. ... (view full description)
David Jarvis
Senior Vice President
John Burns Real Estate Consulting, LLC
Dale Jensen
Executive Director Technology
SVN | SFRhub Advisors
Dale Jensen is the Executive Director of Technology and Process for SFRhub.com. He began his professional career at the tender age of 23, serving as the youngest Vice President at a major bank in Lincoln, Nebraska. After three years, Jensen co-founded Information Technology, revolutionizing the banking industry with computer software and solutions during the infancy of the computer era. Among his subsequent holdings in technology and entertainment, Mr. Jensen is a principal and investor in a variety of entities that that include Superior Shores Lodge in Two Harbors, Minn., Aikens Lake Wilderness Lodge in Manitoba Canada, the Sands Hill Golf Club near Mullen, Neb., and Nanonation, a leading c ... (view full description)
Michael Jordan
President
Strategy Properties
Michael is the Founder and President of Strategy Properties, a diversified real estate investment company specializing in purchasing and renovating 20-25+ single-family homes/month in Detroit and Southeast Michigan. He has renovated/bought/sold over 2,000 homes and is currently focused on what he calls “turnkey quality economical rental home investments
Alex Kahn
Executive Director
Sylvan Road Capital, LLC
Michael Kalis
CEO and President
Copper Bay
Mike Kalis is the President and CEO of Copper Bay. Copper Bay works to aquire land, develop, build homes and then rent and manage those properties. Currently, Copper Bay manages over 450 single family homes and is added 15 to 20 homes a month in a very measured fashion in the Michigan and Indiana markets.
Prior to running Copper Bay, Mike started Marketplace Homes, a brokerage that manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales. Our consumer product provides guaranteed rental income to ... (view full description)
Danny Kattan
Managing Partner
PIA Residential
Mr. Kattan has more than 15 years of experience in Real Estate. He has acquired more than 2000 single-family and multifamily units and has extensive knowledge of the different variables that affect the market. He was instrumental in the financing and re-financing PIA’s portfolio and was responsible for structuring more than $250 million in non-recourse debt. Mr. Kattan founded Sell2Rent to disrupt residential real estate by making a sale-leaseback a mainstream alternative to selling a home. S2R connects homeowners that want to sell their home with investors who want to acquire properties and rent them out. Homeowners will stay as renters and investors acquire rental properties where tenants ... (view full description)
Jordan Kavana
CEO
Transcendent Electra
Martin Kay
CEO
Entera
Martin Kay is the founder and CEO of Entera, the first end-to-end real estate AI platform designed for single family home investors. The largest institutional investors use Entera to find and buy billions of dollars of homes.
Prior to Entera, Martin founded Greenlet, a single family rental investor and service provider. Greenlet's investment division acquired and held $100M+ of single family homes across Texas and it's service division worked with 6 of the 9 largest institutional investors in the SFR space. He also founded and exited three big data tech companies that developed key analytics platforms for dozens of Fortune 100 companies, REITs, PE firms, universities and governm ... (view full description)
John Keeton
Owner
JKMD Homes LLC
John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)
Cheryl King
VP of Investments
Invitation Homes
Cheryl King, Vice President of Investments for Invitation Homes, brings an innovative and strategic approach to optimizing a portfolio of more than 80,000 single-family rental properties via multiple disposition channels. She is the architect of Invitation Homes’ Resident First Look© program, which offers residents the opportunity to purchase the property they are currently leasing. Cheryl was named to the honor roll of 2018 Women in Real Estate, an award that pays tribute to the achievements and inspirational stories of women who have reached respected positions of leadership and who play key mentorship roles for women. She also received the 2017 Women in Housing award from the F ... (view full description)
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 John@AmericasHousingAlliance.com or call at 801.541.0025.
John M. Knab
Managing Director
John M. Knab
Managing Director
Steven Kollar
Managing Principal
Cash Flow Properties
Steven Kollar purchased his first house at the age of 15 and continues to buy, sell and renovate single and multi family homes today. He still owns that house today. His team has 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 outside th ... (view full description)
Aaron Kuney
Regional Director-Field Operations
Zillow Group
Mr. Kuney is a real estate investment and operations executive with over fifteen years of experience in investment management, capital markets, asset management, portfolio management, brokerage, construction management, and property management across the single-family and multi-family asset classes. He currently serves as the Regional Director of Field Operations for Zillow Offers. His team is responsible for establishing and developing best-in-class operations for residential real estate transactions, central to our mission to make the process of buying or selling a home a consumer friendly, state of the art experience that can be launched with just the click of a button.
Pre ... (view full description)
Pini Lackner
Director of Sales Operations
Rently
Pini Lackner - Director of Sales Operations at Rently
Rently pioneered and introduced our patented self-showing technology to the industry in 2011. Our focus is to automate the leasing process in order to reduce overhead and increase organizational efficiency. Since then, Rently has added keyless and smart home systems to its array of services. Pini is an expert on the implementation of self-showing and automation to help add doors, increase revenue, and drive more efficiency.
Rently pioneered and introduced our patented self-showing technology to the industry in 2011. Our focus is to automate the leasing process in order to reduce overhead and increase organizational efficiency. Since then, Rently has added keyless and smart home systems to its array of services. Pini is an expert on the implementation of self-showing and automation to help add doors, increase revenue, and drive more efficiency.
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)
Alex Lugovoy
General Manager
Dobrin Homes
Alex Lugovoy has extensive management experience as an founder and operator of real estate development company managing 200 singe family houses and 200 apartments within a mile radius of Virginia Commonwealth University in Richmond, VA.
Alex was formerly a managemetn consultant and pharma executive with 15 years of experience working in the pharmaceutical and biotechnology industries and is highly valued for his pharmaceutical strategy expertise. ... (view full description)
Micaela Lumpkin
SVP, Head of Term Lending
CoreVest
Micaela Lumpkin is Senior Vice President, Head of Term Loans at CoreVest Finance. She is responsible for managing the operations of term financing products. Prior to joining CoreVest, Ms. Lumpkin was a Senior Associate at Orrick, Herrington & Sutcliffe LLP, practicing in the Real Estate and Finance group, where she focused on the acquisition of distressed debt, as well as both mortgage and mezzanine financing. Ms. Lumpkin received her J.D. from Georgetown University Law Center and her B.A. from the University of Virginia.
Dan Magder
Managing Partner
Center Creek Capital Group
Dan founded Center Creek Capital Group, which oversees Center Creek Housing Fund II, a single-family rental fund that invests in Florida, Georgia, and Virginia. Center Creek also provides advisory services in mortgage capital markets and originations/servicing strategy. Previously, he was a Director of Investments for Lone Star Funds, a $30B private equity fund specializing in distressed debt, where he opened their Washington DC office in 2009 and focused on sourcing assets through partnerships with government agencies including Treasury, the Federal Reserve, the GSEs, and HUD. Dan previously worked as an investment banker and as a Director of Corporate Development at Capital One, where h ... (view full description)
David Makki
Associate
Own It Realty
Over the past twenty years David Makki has been a leader in Commercial and Residential Real Estate. His focus has been on purchasing, syndicating, constructing, managing, and leasing commercial and residential projects of different magnitudes. David has been involved in the purchase, daily management, leasing, construction, and financial activities of in excess of 3500 properties throughout the Metro Detroit area. As a principal with Own It Realty who seeks to acquire quality real estate projects through the combination of its financial strength, expertise, and its joint ventures pool of funds. The company’s philosophy has been to acquire quality real estate buildings that ensure asset appre ... (view full description)
Shomail Malik
Managing Partner
Apex Capital Group
Dan Mayes
CTRO
Offerpad
Dan Mayes serves as chief of tactical real estate operations at Offerpad, where he is responsible for the development and maintenance of Offerpad’s real estate valuation and workflow technology including Offercomp, the Offerpad-AVM and Offerpad's relationships with its institutional real estate investment partners. He oversees research and development of new products, technologies, and partnerships, that support Offerpad’s goals. Prior to Offerpad, Dan has more than two decades of experience as a corporate leader and entrepreneur in financial, technology and real estate industries. In 2009, he founded AZ Bidder, the first online auction real estate platform of its kind, which acquired mo ... (view full description)
Ryan McBride
COO
CoreVest
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)
Jack McCabe
CEO
McCabe Research and Consulting
Jack serves as CEO and Managing Partner of the companies he founded in 2002. McCabe Research & Consulting (www.mccaberesearch.com ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.
The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (view full description)
Missy McCall
CEO
RetireWithRealEstate.Biz
Missy McCall brings more than 18 years of investment real estate, property management, and private investment fund management experience to her role as the CEO of one of the country's premiere true turn-key investment real estate providers. McCall's property management company currently manages 1200 single family homes in the Cincinnati Metro Ohio Market with an average occupancy rate of 98% or greater.
A nationally recognized educator, speaker, and author Missy shares her time tested processes, procedures, knowledge, and tools for success in this industry with property investors and managers. Her methods to simplify the process of rehab, management, and investment property own ... (view full description)
Patrick McClain
Senior Vice President
Hubzu and Equator
Over the course of his career, Patrick has built a reputation for clearly understanding the numerous drivers that shape mortgage servicing strategies and the ability to translate those drivers into effective operations. Patrick has also repeatedly demonstrated the ability to build and engage effective teams dedicated to exceeding established goals and objectives. Patrick leverages these skills within Altisource in his role as SVP and Commercial Leader for Hubzu and Equator.
Prior to joining Altisource, Patrick served as SVP, Asset Management for Auction.com, responsible for the operations supporting the REO portfolio under management. Prior to Auction.com, Patrick launch ... (view full description)
Tucker McDermott
Head of Residential Sales
SMS Assist
Tucker McDermott is Head of Residential Sales at SMS Assist and is responsible for developing the company’s client base of institutional SFR investors, property managers, REO management companies and other entities managing large distributed portfolios of residential properties. SMS Assist is a Goldman- and Pritzker-backed firm that is disrupting traditional approaches to repairs & maintenance and turns & rehabs. SMS uniquely integrates software/mobile tech with boots-on-the-ground services to deliver unprecedented transparency and accountabilty which ultimately drives superior maintenance performance and cost savings. SMS manages maintenance services on over 100,000 SFR homes ac ... (view full description)
Steven McDonald
Chief Economist
Community Solutions Group
Mr. Mc Donald specializes in economic and financial quantitative models and statistical analysis to include business valuation (CVA #20639), forecasting and strategic planning, revenue optimization, pricing, utility rate design, short - and long-term financial analysis, and econometrics.
Ryan McGarry
Managing Partner, COO
VineBrook Homes
Ryan McGarry is a Managing Partner and Chief Operating Officer of VineBrook Homes Trust, a leading SFHR investor and operator focused on the workforce housing segment of the industry. Since its first investments in 2007, VineBrook has acquired over 15,000 residential single family properties. Today, VineBrook is well-capitalized and has solidified its position as one of the largest provider of truly affordable, workforce SFR in the US. As we continue to expand our footprint, grow our talented team, and maintain compelling NOI margins we are proud to provide our thousands of residents and families a safe, clean, and functional home to trhive.
Joining VineBrook in 2010 focused o ... (view full description)
Ralph McLaughlin
Deputy Chief Economist
CoreLogic
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)
Mike McMullen
CEO
Prominence Homes
Mike McMullen is the Founder/CEO of Prominence Homes, Alabama Rental Managers, and Mike McMullen & Associates. Prominence is one of Alabama’s largest homebuilders, and ARM is one of the largest single-family rental management companies in the southeast. In addition, Mike McMullen & Associates has sold over $1.2 billion in real estate and continues to sell over $80 million per year.
Mike is a seasoned real estate investor owning over 100 single-family and multi-family properties, as well as land developments and subdivisions. He has over 19 years of experience in real estate sales, building, rental management and as an owner of rental investment property. In 2008, ... (view full description)
Bruce McNeilage
Chief Executive Officer
Kinloch Partners
Bruce W. McNeilage brings 31 years of financial and real estate investment experience to his role as President of Kinloch Partners, LLC and Kinloch Homes, LLC. Kinloch owns assets throughout Georgia, South Carolina and Tennessee.
Prior to launching Kinloch Partners LLC and Kinloch Homes LLC, McNeilage was a partner in DEL Real Estate, LLC and was a Chartered Financial Consultant with Wealth Management Group of Tennessee/LPL Financial and was Managing Partner with Wealth Management Group of Florida, Inc./LPL Financial.
McNeilage holds a Bachelor of Science degree in Economics from Florida State University. He is also a Chartered Financial Consultant.
McNei ... (view full description)
Rita Medeiros
CEO
CEO Homes
Out of state, buy & hold investor who purchased 21 Single family homes in 11 months as a single woman without any partners. Completed 21 rehabs, specializing in the Section 8 program. Speaker at nationwide REIA’S, Podcast #64 at therealestateinvesther.com, founded woman’s mastermind with over 100 members....while currently working full time as a psychiatric RN & former Dale Carnegie instructor.
Sent from my iPhone
Sent from my iPhone
Jason Medley
Founder
The Collective Genius Mastermind
Jason is the founder of The Collective Genius Real Estate Investing Mastermind also known as "The Elite Investor's Board Of Directors". The Collective Genius consists of 130 of the nation’s Elite real estate rehabbers, wholesalers, and turn-key providers that meet quarterly where they help each other scale by sharing all of their strategies, systems, data and resources with each other. Typical Collective Genius members flip between 50 to 600 homes a year in addition to holding and or managing sizable rental portfolios.
In addition to sharing strategies, systems and resources, Jason has created an environment where there is a tremendous amount of deal flow and joint venture ac ... (view full description)
Julius Mendoza
Regional Director, Strategic Accounts
LendingHome
Julius Mendoza was born + raised in San Francisco, CA and now resides in Oakland, CA. After graduating from St Mary's College of California in 2008 he started his career at Consumer Credit Counseling of San Francisco. There he provided housing counseling services for those on the brink of foreclosure. He then moved on and spent four years at FXCM as a currency trading sales broker. Julius heard about LendingHome four years ago in it's infant stages when it just started to originate loans. The idea of tech being incorporated into the hard money space brought his interest back into real estate. At LendingHome Julius has helped to pilot two different programs and today as a regional director he ... (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
President
PointCentral
Sean Miller is the President of PointCentral, a subsidiary of Alarm.com, 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
CEO
5 Arch
Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also cofounded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles based bankruptcy firm.
Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)
Trez Moore
Managing Director of Capital Markets
Lima One Capital
Joakim Mortensen
Chief Client Officer
CoreVest
Joakim Mortensen has 20 years of experience in the finance industry and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed more than $10 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for Auctionfinance.com (a joint venture between LNR Property and Auction.com). Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instit ... (view full description)
Robert Napolitano
CEO & Founder
Napolitano Family Venture Capital
Since 2001 Robert Napolitano has been an innovative expert in the Mortgage Lending Industry by being involved in originating, underwriting, and working out over $100M in mortgage debt. Since 2006, Mr. Napolitano has been more proactively participating in mitigating and resolving the ongoing financial crisis by sharing his expertise and intimate knowledge about the nuances and technical intricacies of the real estate mortgage financing industry with industry professionals nationwide.
His breadth of experience and knowledge has allowed him to develop a Litigation Support and Advisory Firm along with Continuing Legal Education (CLE) content accredited by multiple state bar a ... (view full description)
Joe Negri
Managing Director & Co-Head of Institutional SFR
Amherst
Joe Negri is a Managing Director and Co-Head of Amherst Residential’s Institutional Single-Family Residential platform. In this capacity, he is responsible for overseeing asset and capital management, investments, portfolio management and investor relations for institutional clients. Joe joined Amherst Residential in 2012 as a member of its founding team, where he helped launch and manage the single-family residential investment infrastructure, policies and led an in-depth review of potential investment markets for the firm. During his first few years at Amherst, Joe underwrote and transacted on more than $3 billion of single-family real estate, and was instrumental in the design and growt ... (view full description)
Matt Neisser
CEO
LendingOne
Mr. Neisser is the CEO and Co-Founder of LendingOne. He has scaled the platform into one of the largest and fastest-growing private lenders in the country and has worked across all facets of the firm. Mr. Neisser has focused his career in real estate and finance. He served as the Principal at a regional commercial real estate firm that handled office, industrial, retail, multi-family and land. Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career. Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coupled this with his range of experiences in the real estate market from owning, selling, and leasi ... (view full description)
Deb Newell
Executive Consultant
Real-Time Consulting Services
A self-described “Fixer” and a property management business owner turned consultant; Deb Newell MPM® RMP® Realtor® offers expert one-on-one consulting for the Property Management industry, working with single-family, multifamily, turnkey, and B2R businesses. Since 2010 she has refined and perfected her craft to finding solutions for each client, with a strong focus on people, processes, technology, marketing, asset management, financials, business growth, and more. Deb’s expertise stems from Six Sigma training and in providing bottom-line results with a lean management style. Her specialty is to identify and provide solutions to pain points in her client’s business, with a balanced approac ... (view full description)
Cortney Newmans
Head National Accounts & Com. Lending
Lima One Capital
Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor him ... (view full description)
Taylor Nichols
Senior Research Analyst
John Burns Real Estate Consulting, LLC
Taylor Nichols is senior research analyst for John Burns Real Estate Consulting, a provider of independent housing market research for the US residential development industry. Their services include research and insights on United States housing, regional and metro housing, and national single-family rentals. Previously, he served in software and data roles with Deviation Group and Shea Properties, and he also worked for American Homes 4 Rent on acquisitions, property operations, analytics and pricing.
Robert Nickell
Principal
Rocket Station Real Estate
Robert Nickell started his career as an entrepreneur in real estate. He perfected a series of systems and processes that helped launch him to the forefront of the industry.
He recognized that countless investors and entrepreneurs could benefit from his workflows and proven systems — and that started with having a rockstar team in place. Robert has been helping businesses grow and scale leveraging virtual assistants since 2013 with the founding of Rocket Station.
Robert continues to propel Rocket Station forward with his innovative thinking, extensive experience, and entrepreneurial spirit.
He recognized that countless investors and entrepreneurs could benefit from his workflows and proven systems — and that started with having a rockstar team in place. Robert has been helping businesses grow and scale leveraging virtual assistants since 2013 with the founding of Rocket Station.
Robert continues to propel Rocket Station forward with his innovative thinking, extensive experience, and entrepreneurial spirit.
Beth O'Brien
Chief Executive Officer
CoreVest
Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products. Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac. Previously, Beth was Executive Vice President at Auction.com, where she ran residential capital markets, and was President of AuctionFinance.com, where she ran the financing strateg ... (view full description)
Corey Oldknow
Senior Vice President, Acquisitions
33 Holdings
Corey is a Real Estate agent specializing in investment properties in residential & commercial real estate. He is part of the founding team at 33 Holdings helping with market analysis, strategy and heads our Acquisitions & Dispositions. He comes with a great passion for real estate, politics and history. He has been helping to execute the vision we have set ourselves at 33 Holdings and helping formulate the strategies as part of the founding team. Building through acquictions 400 doors of SFR and Muti Family Units
Dan Oppenheim
Head of Consumer and Housing Research
SSR LLC
Dan Oppenheim leads Consumer and Housing research at SSR. He has covered the full housing landscape with sell-side tenure at Goldman Sachs, Bank of America, Credit Suisse, Zelman & Associates and UBS. Dan provides a holistic view of the consumer and housing sectors, covering home centers, building products, homebuilders, multi- and single-family REITs, and mortgage insurers. He’s been ranked on the Institutional Investor All-Star team six times, and has been recognized by clients for his independent analysis, deep network of contacts within the industry, and his ability to understand market conditions to forecast future trends. Dan earned his BA in Economics from Swarthmore College. ... (view full description)
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)
Kyle Passkiewicz
President
Yellow Bird Home Buyers
Kyle Passkiewicz is the President of YellowBird and oversees operations of its affiliated businesses. For the past 15 years, Kyle has captained the firm with the sole purpose of sourcing and managing investment opportunities for his companies and partners. He has built a team of true professionals pursuing investments ranging from single family homes, land development, hard money lending, home building, home staging & rental portfolio management.
Kyle earned his bachelor degree in finance from the University of Florida in 2006. Kyle rose to prominence during the financial meltdown of 2008 taking full advantage of the opportunities left by the housing bubble. Kyle has ... (view full description)
Marc Pelletz
Principal
Sarasota 5 LLC
Marc has been involved in real estate for close to four decades, he has been through several real estate cycles and knows how to be successful no matter what the market is at that moment. Marc has been inspired and motivated by many real estate experts and masters of motivational philosophy over the years, which has helped Transform all areas of life. In the last 10 years, Marc has created and grown a real estate company, accumulating over 200 rental properties and flipping over 100 million dollars of real estate while earning himself millions. Marc consistently earns a seven-figure income while having more time for family, vacation, and self-improvement.
Mark Peterson
Director of Build-for-Rent Division
SVN | SFRhub Advisors
Mark Peterson is the Director of the Build-for-Rent (BFR) division at SVN | SFRhub Advisors in Phoenix, Arizona. In this capacity, he leads all activities associated with BFR activities at SVN | SFRhub Advisors. These activities include leading a team that has analyzed BFR portfolios around the country. The portfolios analyzed have been in association with listing engagements for builders and developers and consulting assignments for capital and development groups.
Mr. Peterson and the BFR team have consulted extensively with investors and potential investors of BFR portfolios. Consultations have included multinational real estate private equity groups down to family offic ... (view full description)
Cortland Plichta
CEO
Homes Direct, Inc.
The President and Managing Director of Homes Direct Inc. , Cortland Plichta has been investing and managing real estate since 2005. Mr. Plichta began renovating and managing single family residential rental properties in Metro Atlanta.
In 2007, Mr. Plichta founded Homes Direct, Inc. the company is a real estate investment and management company located in Atlanta, Georgia. While Homes Direct’s investor base is global with a large concentration from the Asia-Pacific, the company invests in the Southeastern U.S. specializing in Lease option, rental, and cash sales, in sub 50k asset class.
The company has bought and sold over 2,000 properties and currently manages ... (view full description)
Tommy Prate
Founder
Fortify Advisors, LLC
Domonic Purviance
Subject Matter Expert
Federal Reserve Bank of Atlanta
Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to joini ... (view full description)
Claire Pyatt
Head of SFR Enterprise Growth
Rently
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.
Shawn Reed
Associate
Own It Realty
Shawn Reed is a partner in the Detroit, Michigan office of Sovereign Estates. Mr. Reed's business primarily focuses on the complex day to day operations of asset management for international real estate investors involved with residential & commercial holdings.
Mr. Reed has extensive experience in a wide range of complex multifamily developments as well as residential holdings in sprawling urban territories covering hundreds of miles. With a streak for aggressive negotiations Mr. Reed has established a reputation for rehabilitating multifamily developments ranging from gritty urban areas to up and coming hipster empowerment zones. Mr. Reed has successfully established safe an ... (view full description)
Josh Roach
Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments
Matt Rodak
Founder & CEO
Fund That Flip, Inc.
Matt Rodak - Matt is the Founder and CEO of Fund That Flip, a venture backed real estate investment marketplace specializing in short-term loans for residential real estate investors. As an active real estate investor, Matt became frustrated with the inefficiencies and lack of transparency offered by traditional lenders.
Fund That Flip’s technology provides ease-of-use, speed and transparency to professional real estate investors. For accredited and institutional investors, the platform automates sourcing, underwriting and loan origination providing unprecedented access to this desirable asset class.
Prior to founding Fund That Flip, Matt led sales and marketing f ... (view full description)
Lee Rogers
President
realprotect
As an insurance professional that has worked and consulted with different Single Family Aggregators, Lee Rogers brings unique value and perspective for investors, fund managers and operations professionals. He and the Aggregation Risk Management Team at Norton have helped design and implement insurance and risk management strategy that is above and beyond what is being set as an industry standard for insurance structure in Aggregation Portfolios, while keeping costs contained and risk properly managed and transferred.
Based in Atlanta, Rogers has unique insight and knowledge of the Florida insurance market, with direct access to many of the world's leading insurance carriers. As part of ... (view full description)
Mitch Rotta
Executive Vice President (EVP) – Acquisitions and Sustainability
TRICOR
Mitch Rotta currently serves as the Director of New Construction overseeing the entire lifecycle of a project from land acquisition through vertical construction. With a background in large commercial projects, Mitch has implemented numerous construction efficiencies into Tricor’s Build-to-Rent program. Building-Information-Modeling (BIM), alternative building materials, direct product sourcing and in-house labor are just a few of the techniques Tricor is utilizing to help separate themselves in the build-to-rent space. This combination will allow Tricor to produce the most affordable, durable and energy efficient smart rental homes in the country.After being involved in t ... (view full description)
John Ryan
Chief Strategy Officer
Genesis Capital
As Chief Revenue Officer, John oversees Genesis Capital’s growth strategy, originations, sales, marketing, business development technology and geographic market expansion initiatives. His goal is to approach each client with the understanding that we will be partners for many years.
Prior to joining Genesis, John spent his career in institutional fixed-income sales and trading. At both Goldman Sachs and Bear Stearns, he specialized in trading residential mortgage-backed securities (MBS) and their derivatives – providing liquidity to institutional investors, managing risk, and developing new products.
John also held senior sales roles and responsibility for the develop ... (view full description)
Ranajoy Sarkar
Chief Product Officer
Roc Capital by Roc360
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)
Dan Scanlon
SVP, Asset Management
Invitation Homes
Senior Vice President - Asset Management for Invitation Homes
Andy Schaeffer
Director of Operations
Radius Renovation Group
Andy is the Director of Operations at Radius Renovation Group, a rehab and renovation services company providing full-circle, beginning to end solutions for investor clients in multiple states. With integrity as a cornerstone he is committed to a culture of professional, quality performance. He has years of project management and business experience including various roles in the property preservation and rehab industries. His BS in Business is from Missouri State University.
Hassan Scheib
Broker
Own It Realty
As a leading Real Estate investment broker, native Detroiter and family man, Hassan Scheib commands a firm grasp of buying in the Detroit Metro area. His experience and native intuition have led him from success to success as he has overseen property sales, acquisitions, inspections, construction and tenant placement.Hassan combines a keen business acumen, finance know-how, transparency and ethics to every deal and he is skilled in Portfolio Sales, Investor Relations, Strategic Planning, Marketing & Management.Above all else, he understands that the client is at the center of the deal and knows how to listen to their needs, roll up his sl ... (view full description)
Scott Schmitz
Vice President
Northstar Investment Group
Scott Schmitz is President of Northstar Investment Group that is a niche buyer of performing notes secured by real estate. The reason for the term Niche is Northstar focuses on notes that everyone passes over. As a result this increases the discount of the asset purchase and increases the yield for Northstar. Scott is also the author of “The Note Book, A Common Mans Guide To Owner Financing”. As the FED and mortgage rates continue to rise, using owner financing will become more commonplace in the real estate market. Scott has taken some of the mystery out of how to market the property and underwrite these deals to create profitable notes that can be sold on the secondary market.
Stephen Seal
CEO
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.
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.
Jesse Shemesh
President
Point Acquistions LLC
Mr. Shemesh is VP of Acquisitions at Point Acquistions LLC where his primary role is deal sourcing and dispositions. He has over ten years of experience in acquisitions, development, sales and distressed debt trades. His professional experience includes tax compliance and consulting services for alternative investment clients at KPMG and BDO USA, LLP. At KPMG, his responsibilities included tax planning, preparation and review of hedge funds, real estate and private equity funds ranging in sizes from $50 million to $5 billion in net assets. During his time at BDO, he was an instructor in Continuing Professional Education programs for investment partnerships and high net worth tax planning. ... (view full description)
Kelley Short
Director, Industry Affairs
National Rental Home Council
Kevin Shortle
Founder
ProSpeak Productions LLC, MWM Fund
Kevin began his real estate career in 1985 as a commercial real estate appraiser. Through the use of partners and mentors, he is involved in both the real property side and the “paper” side of real estate investing.
Kevin has purchased, renovated, and resold over 150 properties and transacted over $30 million in private note sales.
Media
Along with performed dozens of morning news and radio interview programs throughout the United States, Kevin Co-hosted American Success Stories with Robin Leach. These shows have appeared nationally on CBS, NBC and ABC. Author
Developed numerous real estate and small business train ... (view full description)
Alex Sifakis
President
JWB Real Estate Capital
Alex Sifakis is a founder and the President of Jacksonville Wealth Builders (JWB), a vertically integrated single family real estate investment company located in Jacksonville FL. JWB provides acquisitions, rehab, and property management services to a wide array of buyers, as well as manage their own rehab-to-rental Fund. With 7 years (and ~700 houses) of single family experience, and an in-house acquisitions department, construction company, and property management company, JWB is able to procure houses that provide superior returns to what is readily available in the marketplace. JWBs experience extends to all types of houses and areas, A-D (although historically have focused mainly in C & ... (view full description)
Tyler Simpson
Managing Director
Foundation CREF/ AMIP Management
Chris Skardon
Managing Partner
Gorelick Brothers Capital
Chris is Co-Managing Partner at Gorelick Brothers Capital (GBC) in Charlotte, NC. He is CIO/Portfolio Manager for the Morrocroft Funds, focused on SFR. GBC is interested in purchasing single family houses as a buy and hold investor, including 1x1, bulk and BTR. Target markets include: Atlanta, Charlotte, Indianapolis, Minneapolis, Dallas, Houston, Baltimore, Jacksonville, Tampa and Orlando. Chris can be reached at cskardon@gorelickbrothers.com.
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.
Marshall Sklar
Co-Founder
Florida’s Best Realty & Bidologist.com
Marshall Sklar was born and raised in Hewlett, New York and later moved to Boca Raton, Florida where he graduated from Florida Atlantic University. Since childhood, Marshall has been a master of focus and accomplishment. It was in his freshman year of college that he discovered his passion for real estate mentorship, management and investment. While in school, Marshall co-founded numerous real estate related start-ups including an off campus housing website which is the foundation of his career. This venture would eventually become one of the leading sources for off campus housing solutions in South Florida and was awarded 1st place in the 2009 FAU Business Plan Competition. Thi ... (view full description)
Ben Smith
Director of Investor Relations
Real Wealth Network
Ben has been an active real estate investor for over 25 years, buying and rehabbing dozens of properties in California, Arizona, and Florida - both long term holds and flips. Before joining the internal team, Ben was a Real Wealth Network member and purchased investment properties in Ohio and Pennsylvania. In April 2016, his family sold their East San Francisco Bay home and moved to the Gulf Coast of Florida, adding FL to the list of states where he owns houses, where he has since purchased additional investment properties.
As Director of Investor Relations, Ben helps RWN members create unique investment plans through personalized strategy sessions. He also travels the country to meet ... (view full description)
Brian Smith
Senior Manager- Sales
Home Depot Pro
Brian began his Home Depot Pro career in 1995 as an account manager. Brian has held multiple positions within the organization including my current position as Senior Sales Manager for National Accounts. 5 years ago Brian led the charge in creating the Single Family Rental (SFR) team for Home Depot Pro. Brian enjoys fishing, sports, and spending time with his wife of 23 years and 3 children.
Michael Soni
Senior Advisor
Advisory REI
Michael is currently the Senior Advisor of Investments for Reven Housing REIT, Inc. Michael has experience spanning both equity and real estate markets while working with some of the world's leading private equity firms, funds, and family offices. Michael's current real estate focus is residential rented single family where he has acquired 700 homes in eleven states since 2011. Additional real estate experience includes multifamily, hospitality (stand alone hotels upper and luxury), extended stay, limited service; other mixed use developments- including retail and office. Michael was previously Managing Partner of Hospitality Investors Group, a specialist private equity investment and advi ... (view full description)
Dana Sprong
Co-Founder & Managing Partner
VineBrook Homes
Dana Sprong is the Co-Founder and Managing Partner of VineBrook Homes where he also serves as a Director on the company's board and is a member of the Investment Committee. VineBrook Homes became one of the earliest investors in the Singe Family Rental Home (SFR) industry when Dana purchased, renovated, and leased our first property in the beginning of 2008. VineBrook Homes is focused on providing safe, clean, quality workforce housing in the Midwest, Heartland and Southeastern US while delivering a consistent return to our investors. Dana has led the due diligence, acquisition and management of over 15000 residential single-family homes for VineBrook Homes since inception. At various time ... (view full description)
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)
Ed Steffelin
Senior Vice President
George Smith Partners
Mr. Steffelin is the President and Co Founder of STAC Capital, a SVP at George Smith Partners, and Co Founder of Balcara Group. STAC Capital was formed to finance model home sale lease back transactions, George Smith Partners is a national real estate banking platform, and Balcara Group is a single family rental developer.
Prior to , Edward was Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd. He was responsible for institutional debt and equity capital raising.
For two years before joining Walton, Edward also served as Managing Director at ICP Capital in New York City where he specialized in Real Estate Income Trusts (REITs) ... (view full description)
Stuart Steinberg
Head of Property Management & Construction
Community Partners
Stuart Steinberg has been involved in both residential and commercial real estate for the past 30 years. Currently Mr. Steinberg has been focused on Foreclosure and REO property within the Southern Florida market since 2010. Working with Community Partners in stabilizing residential property for investors, Mr. Steinberg has acted as both the contractor and property manager. As a Certified Building Contractor his experience covers not only the complete rehab of each unit but as well the maintenance of all the property.
Jason Stewart
Chief Investment Officer
FJ Real Property
Jason Stewart served as Chief Operating and Investment Officer of Promise Homes. Prior to Promise Homes, Stewart founded the institutional equity research group of a Washington, D.C. policy- and financial services-focused investment bank, serving as Managing Director and Head of Research. Stewart spent most of his 20+ years in the investment industry as a hedge fund manager overseeing portfolios of real estate, fixed income, equities and derivatives. Stewart received his BS in Business Administration with a concentration in Finance from the University of Richmond, and has received the CFA designation. Additionally, he is a member of the CFA Institute and the CFA Society of Washington, D.C. ... (view full description)
Tina Strom
President
Rent Haven
Jackson Su
Managing Partner
Bridge Tower Partners
Mr. Su is the Founder and Managing Partner of Bridge Tower Partners where he oversees all areas of the business. Formed in 2013, Bridge Tower is a vertically integrated real estate investment manager and operator currently focused on the Dallas-Fort Worth and Houston markets. Since its formation, the group has developed its own acquisition, rehab, construction, leasing and capital markets capabilities internally. Its portfolio of over thirteen hundred single family residential properties was built through a combination of bulk purchases as well as build to lease subdivisions. Already with three existing rental communities (Brooklyn Village, Uptown Village and Bay Colony Pointe West), t ... (view full description)
Mike Tamulevich
President-National Brokerage
Marketplace Homes
Mike Tamulevich is a President at Marketplace Homes specializing in Asset Management and Investor Services. Mike leads a team of 80+ that manage over $1B in SFR assets in 30+ markets nationwide. Mike and his team work with a diverse client base representing over 5,000 active SFR assets as well as manage inquiries from more than 1,500 investors on a monthly basis. MH can customize a solution for any client from standard Property Managment services to active acquisition and disposition services.
Family Office backed, with deep roots in accounting and legal, MH can service the most complex Real Estate opportunities.
Family Office backed, with deep roots in accounting and legal, MH can service the most complex Real Estate opportunities.
Lauren Taylor
CEO
The Haven Group
The Haven Group is comprised of three operational divisions; Realty Haven, Reno Haven, and Rent Haven. We are a full service operations company for Single and Multi Family investors. Since 2018 we have acquired over 150 million in assets, renovated over 1200 assets, and have over 1400 assets under management. Our operations service the Southeast Markets: SC, NC, GA, and AL. Our capabilites are in SFR rental or flip fund operations, including acquistions, asset management, renovation, and management. In Multifamily we also service development, acquistions, asset and property management. Our team is available for consulting in outside markets as well.
Jeff Tennyson
President & CEO
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
CEO
RCN Capital
Jeffrey Tesch, Chief Executive Officer, is responsible for overseeing the operations of RCN Capital, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning.
Joining the Company in 2010 as Managing Director, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally overseen over $1 Billion in originations.
Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single f ... (view full description)
Mike Travalini
President, Residential
SMS Assist
Mike Travalini joined SMS Assist in February 2016 to focus on the company’s rapidly growing residential division. He joins SMS Assist from Waypoint Homes, where he served as the senior vice president of operations. Mr. Travalini oversaw the national repairs and maintenance department, which included a nationwide team of technicians responsible for maintaining the company’s portfolio of 17,000 homes and related customer service and technology initiatives.Prior to Waypoint Homes, Mr. Travalini was the director of acquisitions at the Laramar Group, a Chicago-based residential owner and operator with more than 40,000 national apartment units. He began h ... (view full description)
Paul Turovsky
Chief Operating Officer
Four Square Realty Investments
After graduating from Ave Maria School of Law in 2013, Mr. Turovsky gained significant practical experience in all aspects of residential and commercial real estate transactions. He then founded several real estate firms, including a real estate investment conduit and a firm that purchased and sold distressed residential properties. Mr. Turovsky has broad experience in real estate transactions, including real estate brokerage, mortgage underwriting, title services, purchases and sales, assembling investment syndicates and structured real estate finance. Mr. Turovsky earned his undergraduate degree from Baruch College.
Rick Venetico
CoFounder
Cash Flow Michigan
Rick originally got his start in the real estate world in 2009 as he began his career in the lot acquisition realm. He started out working for a 30 million dollar investment group where he provided turnkey rental properties for oversea investors. He then helped form RockPoint Homes where he specialized in the analysis, acquisition, renovation, and disposition of distressed and opportunistic residential real estate in specific micro-markets. As a managing principal member, Rick oversees all aspects of the investment and brokerage of the company, providing oversight and expertise to both the acquisition and disposition of assets. He aptly applies this market experience and extensive real estat ... (view full description)
Dana Wasson
VP, Regional Sales
CIVIC Financial Services
Dana Wasson is a 25 year mortgage veteran currently working with Civic Financial Services as Vice President of Sales. Dana’s tenure and expertise in the mortgage space runs from originating loans to the end sale with Wall Street Investors. Her years of experience transcend the wholesale, retail and correspondent markets as well as, conventional, government, sub-prime, Non-QM and her most recent years in the commercial side for Real Estate Investment Lending.
Dana has been an active speaker in the mortgage industry and a mortgage policy advocate both state and nationally. She has written for different mortgage related magazines through the years on topics from mortgage operat ... (view full description)
Ted Weinstein
VP, Banking Relations
CastleRock REO
For the past 30 years Mr. Weinstein has been involved in the foreclosure process and the real estate it generates. As either principal or agent, Mr. Weinstein has re-positioned over 5,500 properties throughout the country with strong concentration in asset valuation, lending and collateral structuring, operational management and renovation pricing disciplines. AS Managing Director of Acquisitions at CastleRock REO, Mr. Weinstein vigorously pursues novel strategies to improve REO acquisition and liquidation efficiency by managing risk and reducing hold time, while improving price execution. Founded and based in New York since 2009, CastleRock REO is one of nations leading purchasers and re-se ... (view full description)
Don Wenner
CEO
DLP Real Estate Capital
Don is the CEO & Founder of DLP Real Estate Capital, a family of companies that includes: DLP Capital Partners, Direct Lending Partners, DLP Realty, DLP Real Estate Management, DLP Interactive Media, and Alliance Property Transfer. Don is highly experienced in all facets of housing as well as his ability to scale companies through utilization of the DLP Elite Operating System, for which the company has been ranked in the Inc. 5000 fastest growing companies in the US for 6 consecutive years. Since DLP’s founding in 2007, Don and DLP have closed more than 10,000 real estate transactions totaling more than $1.2 billion. Don has built a successful track record of generating profits in all ma ... (view full description)
Billy Whitehead
CEO/Owner
Oak Rock Capital
Adam Whitmire
Fund Manager
Arabella Capital
Adam Whitmire is a third generation investor/developer with over 19 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)
Jackie Williams
Vice President, Operations
The Promise Homes Company
Jackie Williams is the Vice President of Operations for The Promise Homes Company. Her primary responsibility is focused on managing the operations for The Promise Homes Company. She is also a key member of the investment process analyzing acquisition opportunities and overall portfolio performance. Prior to Promise Homes, Williams worked at a full-service investment bank focused on the real estate and financial services sector. She spent most of her 5+ years at the investment bank in equity research working directly with Senior Analysts to build out coverage and perform fundamental analysis on companies within the financial services and real estate sectors. Williams received her BS in Finan ... (view full description)
Andy Wu
Acquisitions & Dispositions
RESICAP
RESICAP is an innovator in the institutional single-family rental industry. Headquartered in Atlanta, Georgia RESICAP is committing to adding value to single-family assets and communities through strategic valuation, acquisition, construction, and property management services.
We currently employ over 900 employees in 40 states and will be in all 50 states and two territories in 2019 with over 1,200 employees when we achieve full scale.
Email : awu@resicap.com
We currently employ over 900 employees in 40 states and will be in all 50 states and two territories in 2019 with over 1,200 employees when we achieve full scale.
Email : awu@resicap.com
Clayton Wyatt
VP of Business Development
Roofstock
Mr. Wyatt is a Vice President at Roofstock, the #1 Marketplace for buying and selling single-family rental homes. He has advised and invested in several proptech startups, focused in the residential space. Most recently he served as Chief Capital Officer for a large residential fund manager and tax credit syndicator with over $7.5bn in Equity across all funds. Prior to that he was a Vice President in the Real Estate Investment Banking group at Jefferies where he primarily covered west coast REIT clients, with a focus on SFR. He completed bookrunner/lead advisory transactions totaling more than $15 billion in value. Mr. Wyatt has over 15 years of real estate experience including private equit ... (view full description)
Carl Zoellner
Attorney
Anderson Advisors
Carl Zoellner is an Attorney who specializes in asset protection strategies, tax planning, and estate planning for real estate investors. While his main focus is on real estate Carl also works heavily in alternative real estate investments, Short-term Rentals, Stock Trading, and other strategic business planning as well.
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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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
Our Approach to Your Privacy
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
What Personal Data We Collect & Why
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
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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.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
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Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
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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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Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
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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.
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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.
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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:
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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.
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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.
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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 KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Protecting Your Data
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Third Party Sites
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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