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Lisa Abdy-Gray

VP, Centralized Production
Finance of America Commercial

Lisa Abdy-Gray is Vice President, Centralized Production at Finance of America Commercial, where she oversees internal production for all product lines within the commercial division. Lisa brings more than 20 years of origination experience in both commercial and residential lending and has personally originated and funded more than $500 million over the course of her career. Prior to joining Finance of America Commercial, Lisa held senior roles at American Financial Resources and Superior Mortgage. Lisa earned her Criminal Justice degree from Northeastern University and an elementary education certificate from St. Peters College.
 

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 

Fernando Aires

Investment Counselor
Platinum Properties

Nate Armstrong

Co-Founder
Home Invest

Home Invest is a full-service real estate investment firm based in the Chicagoland area. We believe in helping our clients retire on their real estate investments to live the life they want from their passive income. Home Invest specializes in turnkey rental investments, rental rehabilitation properties, lending for real estate investments, and rental property management services. Our founders Nate Armstrong and Dragan Berger have strong backgrounds in the real estate investment marketplace. Nate previously spent over a decade producing turnkey rentals. Dragan built Century21, one of the largest real estate brands in the world, into a master franchise in the Balkan region. They c ... (view full description)

Pete Asmus

CEO
GREENZONE Properties

Pete Asmus is a real estate investor who specializes in marketing, branding, and raising capital. He has a well-established history of securing capital for projects such as flipping highend residential properties and starting up small businesses. He has personally purchased and invested in mobile homes, single-family homes, restaurant franchises, and commercial buildings. He has spent the last decade learning, teaching, and speaking, making connections and building relationships with top deal makers in the industry. He has always been driven to build platforms and strategies that he not only could personally invest in but that would also provide opportunities for other investors. ... (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)

Edward Barasch

Senior Advisor
The Empire Group of Companies

Geraldine Barry

Principal
Geraldine Barry & Associates

GERALDINE BARRY   CREATIVE PROBLEM SOLVER, RESULTS ORIENTED BUSINESS STRATEGIST. PROGRESS WITH INTEGRITY.   Silicon Valley based real estate investor, educator, and entrepreneur - Geraldine leads Geraldine Barry & Associates as a trusted business advisor with an impressive results record.  ► Boutique consulting firm providing client-focused strategy and business solutions for C-level executives and corporations.  ► Accomplished entrepreneur, investor and educator experienced in real estate acquisitions, ... (view full description)

Bruce Bartlett

Founder & President
Flip Great

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

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)

Carl Bell

Senior Managing Director
Invictus Capital Partners

Carl Bell is a lead investor with Invictus Capital Partners with over 24 years of institutional asset management experience. Mr. Bell is focused on the identification, sourcing, and management of credit investments drawn from the full spectrum of consumer, real estate, and corporate obligations. Mr. Bell has developed substantial sector expertise in the area of structured credit instruments, including high yield and distressed real estate credit. Previously, Mr. Bell co-founded Five Ten Capital, an alternative asset manager focused on deploying equity and debt capital into the single-family rental market segment. Five Ten was subsequently sold to a large mortgage and real estate investor. He ... (view full description)

Doug Bendt

Senior Manager, Product Development
Investability

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

Darryl Berger

Founder & CEO
Berger Holdings

Jack Bevier

Partner
The Dominion Group

Jack has been a Partner at The Dominion Group since 2008. Since joining the firm, he has worked in nearly every aspect of Dominion's business including acquisitions, loan originations, construction management, property management, marketing & sales and business development. Jack has overseen nearly 2,000 single family real estate investment deals in the past 8 years. Prior to joining Dominion, Jack worked in the acquisitions group of a commercial real estate firm on large-scale debt and equity transactions. Jack graduated from the University of Pennsylvania with a B.S. in Economics and a concentration in Real Estate from the Wharton School, and a B.A. in International Studies with a concentr ... (view full description)

Paul Birkett

Managing Member
Automation Finance LLC

Paul launched Automation Finance after an 18-year career at PepsiCo. Automation Finance is a Mortgage Investment Fund and Outsourced Asset Manager based in NYC. It acquires pools of first and second-position Residential Non-Performing Mortgage Loans (NPL's) and manages them through liquidation. The company currently manages ~$200mm of Non-performing loans. AF's preferred exit is to re-perform the borrower where it delivers 4x the industry average modification rate. 

We are seeking sellers of NPL's, Capital Partners, RPL buyers (~$2mm per month), and clients for our outsourced asset management business. We will manage your low-value NPL holdings on a turn-key contingency basis.

Stephen Blevit

Partner
Sidley Austin LLP

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

Daren Blomquist

Sr VP of Communications
Attom Data Solutions

Dan Blood

N/A
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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)

Nicolas Borjas

CEO & Managing Partner
Strategic Assets LLC

John Burley

Founder & CEO
Burley & Associates, Inc.



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

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

C. Jay Byce

Managing Partner
American Housing Ventures (AHV)

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

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)

Jacob Cap

Owner
ABJ Real Estate Fund

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)

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

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

Peter Ciganik

Managing Director
GTIS Partners

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

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

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

Gene Clark

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.

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.

Tim Connors

Director, Sales & Business Development
Investability

Mr. Connors has extensive experience in the mortgage, real estate and capital markets. He is the Founding Principal of Black Canyon Capital Corporation, a financing and operational consulting company. Connors has experience in the SFR and MFR residential asset classes and has held positions as Senior Director for Business Development at Integrated Asset Services, LLC, a special servicer to the institutional residential mortgage industry; Director of Finance & Development at Basic Food Group, a restaurant group with multiple locations in Colorado; senior roles in the residential mortgage industry including Pinyon Mortgage Corporation, which he founded.  Prior to entering the mortgage indu ... (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)

Jean-Francois Cornil

Sales Director - West Coast
REZI

Jean-Francois (JF) Cornil is a commercial real estate and technology executive focused on delivering innovative financial products to multifamily investors and developers across the US.

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)

Eric Delgado

Director
MCM Capital

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

Michael Drew

CEO
Real Estate Done 4 U

Brian Duggan

President
Guardian Capital

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

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

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

Mike D’Arrigo

Founder
Pinnacle Investment Properties

Elisabeth Embry

Co-Founder
Really Investing

Martin Esteverena

CEO
FirstKey Homes

Martin R. Esteverena has served as Chief Executive Officer of FirstKey Homes (“FKH”) since June 2017. Mr. Esteverena is responsible for setting FKH’s strategic direction and leading its single-family rental operation including acquisitions, renovations, marketing, leasing, property management, asset management, finance, human resources, and information technology. From 2013 to 2017, Mr. Esteverena served as Executive Vice President of portfolio operations for Progress Residential, the third largest owner of single family rental homes in the US. Mr. Esteverena holds a BS in biology from UCLA and an MBA from the UCLA Anderson School of Management. In 2004, he co-founded Cristo Rey High School ... (view full description)

Zach Evanish

Director of Client Services
Roofstock

Prior to joining Roofstock in July of 2015 as one of the first team members, Zach was an Investment Director at Starwood Waypoint where he oversaw the purchase of over 10,000 Single-Family Rental homes. Zach is currently the Director of Retail Sales at Roofstock where he and his team help first time and experienced investors build wealth through real estate investing. Zach started in the SFR space in late 2011.

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)

Ted Farry

COO
Fortune Acquisitions

Ted Farry joined Fortune Acquisitions in 2019 as Chief Operating Officer, bringing nearly 20 years of experience in real estate investment, operations and quantitative analysis. Ted was part of the founding executive team of True Lane Homes, an institutional SFR platform of a west coast-based family office, True Family Enterprises. In his capacity as the head of acquisitions and operations for True Lane Homes, he built a 1,000+ property portfolio across the mid-west, south and north east. Mr. Farry held various other roles as a private equity operations executive in portfolio companies of True Family Enterprises over a five year period. Throughout his career, Ted has participated ... (view full description)

Roger Faulkner

CEO
RBD House Buyers

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

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)

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)

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.
 

Dave Franecki

Senior Note Buyer
Capstone Capital USA

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

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

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

✔ Deal architect for Seller Financed transactions

✔ Capstone buys structured settlements



 

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group

Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 20 years, Todd has facilitated the development, redevelopment, disposition, acquisition and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,600,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, New Mexico, Arkansas and Oklahoma. When Todd left his previous firm in 2014, he was acknowledged as the all-time top producer.  Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX in 2014 and has been ... (view full description)

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.

Jared Garfield

President
ROI Property Group Management

Josh Gehman

Director, Acquisitions
RESICAP

Michael Gifford

Director, Strategic Accounts
LendingHome

LendingHome's Director of Strategic Accounts. Prior to has funded more than $250M in hard money loans and purchased more than 800 houses to fix and flip in Southern California

Abhi Golhar

Managing Partner
Summit & Crowne

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

Ned Grace

Partner
KangaRent LLC

Bill Green

Chief Executive Officer
LendingOne

Bill is the Founder and CEO of LendingOne which was founded in 2014. LendingOne provides real estate bridge and rental term loans to non-owner occupied real estate investment properties. He is also the Managing Director of The Crestar Group of Companies which is currently comprised of private equity and debt funds.  Mr. Green also created Crestar Capital a multi-state acquirer and servicer of municipal tax liens as well as Crestar Homes, a business that fix/flipped over 300 homes and owned 150 single family rentals. Both Crestar Capital and Crestar Homes were sold in 2015. Prior to forming Crestar, Bill was with Interline Brands since founding the company in 1977. For tw ... (view full description)

James Guajardo

Founder & President
Wealth Investor Network

James Guajardo is a Founder/President of Wealth Investor Network , a full service Real Estate Mentoring and Education company that offers Turn-Key real estate platform including sourcing funds for both the fix and flip and the buy and hold investors. James is responsible for new market and business development for mentoring program throughout the United States. As a seasoned investor/educator, he has successfully implemented over 1100 transactions of single-family properties over $82Million in transactions in recent years. James is the Founder of Wealth Investor Network with investment teamk programs now in Arizona, Texas, Georgia. James majore ... (view full description)

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)

Corey Hanker

Managing Partner
Fortus Partners

Matthew Hartley

CEO, Co-Founder
Prempoint Inc.

As Co-Founder and CEO of Prempoint Inc., Matthew is responsible for leading the overall corporate vision and strategy, and is actively involved in many functional areas from product management to marketing and sales.  He brings a wealth of entrepreneurial and fortune 500 experience to Prempoint Inc.’s operations with a strong background in the real estate, financial, and software industries, working in property management, securities, sales, marketing, and software engineering.

Jason Hartman

Founder & CEO
JasonHartman.com

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

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

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

Josh Hartmann

CEO
NexMetro Communities

Josh brings more than 20 years of real estate management and development experience to NexMetro, having worked with both private regional developers and large public national homebuilders. He is responsible for the development and implementation of both short-and long-term company strategies to ensure NexMetro's growth, effectiveness, sustainability and overall investor return. His influence is reflected in the highly entrepreneurial spirit and high standard of execution of the organization. Alongside his business partners and company founders, Josh has innovated a new housing lifestyle of detached, professionally managed, rental home neighborhoods, by creating places that people are excited ... (view full description)

Adam Hawkins

Senior Vice President of National Accounts
Alacrity Services

Nathan Heaps

EVP
Americas Housing Alliance

Nathan Heaps has over 20 years of managing acquisitions, renovations, and dispositions in the residential real estate space for fix and flip opportunities, as well as turnkey and rental real estate spread out in dozens of markets across the U.S. He has also traveled the U.S. buying properties from government tax auctions, foreclosure auctions, online auctions, and bank owned auctions. He has mentored over 10,000 people in real estate over the years.

Greg Hebner

Managing Director
Community Rebuild Partners

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

Ryan Heck

CRO
TaskEasy

As Chief Revenue Officer for TaskEasy, Ryan Heck is responsible for directing sales efforts, establishing relationships with owners and managers of large real estate portfolios, and building strategic partnerships with other companies in the space.

Heck has worked in the SFR and Residential Fix-and-Flip world since 2010.  He has experience ranging from raising capital to launching acquisition and property operations platforms on a national scale to designing and implementing software solutions for publicly traded institutions.

Heck holds a Bachelor's Degree in Finance and Economics from Western Washington University.

Marc Heenan

Head of Originations
PeerStreet

Marc Heenan, Head of Originations Marc oversees the team that identifies and onboards lenders to PeerStreet, a platform for investing in real estate backed loans. Previously, Marc was First Vice President in OneWest Bank’s Commercial Real Estate Group where he managed a team that sourced new originations in the Bank’s $15-$40 million bridge lending program between 2013 and April 2015. Between 2011 and 2012, Marc oversaw a portfolio of distressed legacy commercial real estate loans for the Bank. Previously, Marc co-founded a firm which invested in distressed commercial real estate loans and has worked at Kennedy-Wilson and Merrill Lynch. He has a BA in History and Political Science and an MBA ... (view full description)

Jack Helfrich

SVP, Retail Lending
Civic Financial Services

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

 

John Helmick

CEO
Gorilla Capital

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

Alex Hemani

CEO & President
ALEX Hemani Companies

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

Shawn Henry

Consultant
Raineth

Shawn Henry was responsible for managing all aspects of A10 Capital’s single-family rental loan team.   Shawn has more than 20 years of commercial real estate experience including origination, sales, workout, structure and pricing of loans.  Before joining A10, Shawn completed principal transactions on residential real estate through his co-owned company GreenTree Real Estate.    Before GreenTree, Shawn held a variety of senior roles at Capmark (GMAC Commercial Mortgage).  During his time at Capmark he was responsible for asset management and sold over $5 billion in European and US loans. Shawn also created and managed an international loan syndication group that clos ... (view full description)

John Hope Bryant

Founder & CEO
The Promise Homes Company

John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. He is named as Atlanta Business Chronicle’s “The Power 100: Most Influential Atlantans in 2020”, and American Banker magazine's 2016 “Innovator of the Year”, and one of Time magazine’s “50 Leaders for the Future”.  Mr. Bryant is the Founder, Chairman, and CEO of Operation HOPE, Inc. the largest non-profit, best-in-class provider of financial literacy, and economic empowerment services in the United States for youth and adults.  He is also the Ch ... (view full description)

Tim Horvath

Director, Affiliates & Properties
Real Wealth Network

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

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)

Jeff Jonas

President
Red Bell Real Estate

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)

Daniel Kattan

Founder- CEO
Sell2rent

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

Lee Kearney

Owner
Southeast Property Investments Network

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

John Keeton

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)

Eric Kim

President
RealtyAlgo

Eric is President of RealtyAlgo and is responsible for all of the company's investments, operations, including strategic and capital initiatives in driving overall business growth and scale. The company currently owns and operates single family rental assets in five markets across the country. Eric has 17 years of experience in SFR operations, capital markets, investment management and investment banking. Previously, Eric was Chief Development Officer at True Investments, a single family office where he led its real estate investments division with 1,200 rental assets across 13 states. Prior to joining True Investments, Eric spent 10 years in investment banking where he originate ... (view full description)

Gavin Kleinknecht

Managing Director
Sylvan Road Capital, LLC

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

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

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)

Sandor Lau

Chief Inspiration Officer
Noted Financial

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

Justin Lee

CEO & Founder
JL Investing, LLC


Justin Lee is the Founder & Chief Executive Officer of JL Investing, LLC which he launched in 2003.  He owns and operates several businesses throughout the U.S. and Canada.  Prior to becoming a real estate investor, he worked in telecommunications sales and as a mortgage broker in the Washington, DC area.  Mr. Lee holds a Bachelors of Arts in both Economics and History from the Pennsylvania State University.  A native of Vancouver, BC, he currently resides in Vancouver, BC with his wife Dreama and 2 children.

Andrew Lester

COO
GILfund Capital Management

Andrew brings considerable experience in the real estate and investment banking markets to GILfund, with his background including a decade at Lehman Brothers. He was subsequently instrumental in a variety of real estate and investment firms including a position as COO of multi-billion-dollar proprietary trading platform Quad Capital, CPEX, San Silencio, and CAMS Global Group. He earned a BA in Economics from Yale and subsequently a Masters in Real Estate Development from NYU.

www.linkedin.com/in/andrewlester4

Seva Levitski

Chief Research Officer
REZI

Seva Levitski is a securitized products, residential real estate, and systematic strategies professional with over 12 years of experience in institutional portfolio management, research, and risk management. He began his career in 2005 as a research analyst at JPMorgan Chase Securities focusing on the housing market.  In 2008, Seva joined the Chief Investment Office of JPMorgan Chase Bank as a portfolio manager specializing in securitized products, including RMBS, CMBS and other MBS.  From 2012 he served as Chief Risk Officer at KGS-Alpha, an institutional broker-dealer, dealing in fixed-income instruments, with a focus on residential and commercial mortgage-backed securities, mortgage instr ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

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

Clay Malcolm

Chief Biz Dev Officer
New Direction IRA, Inc.

Clay Malcolm is the Chief Business Development Officer for New Direction IRA. In this role, he oversees marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of business development and client representative teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for The Princeton Review - Colorado. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed ... (view full description)

Shomail Malik

Managing Partner
Apex Capital Group

Ron Mass

Managing Principal
Almitas Capital

Ron Mass is managing principal of Almitas Capital. Prior to founding Almitas Capital, Mr. Mass was a senior portfolio manager and head of Structured Product Investments at Western Asset Management in Pasadena, California for 21 years. Mr. Mass chaired the Leverage Products Committee at Western Asset and was on the Broad Market Strategy Committee as well as the Risk Management Committee. Mr. Mass was responsible for management of over $100 billion of fixed income investments in Asset Backed, Commercial Mortgaged Backed and Residential Mortgage Backed Securities and responsible for management of the Public Private Investment Partnership with the US Treasury as well as closed end funds and dedi ... (view full description)

Michael Mayer

Founder & CEO
Associated Ventures

Michael Mayer is the Founder and CEO of Associated Ventures. In addition, Michael is a Principal of REalta West Asset Management Group; an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Under Michael's guidance, Associated Ventures has been responsible for the development and acquisition of real estate projects throughout the United States and internationally. Company activities included all phases of development, acquisition, entitlement, design, construction, consulting and hospitality management. AV was credited with aiding in the placement of a second Kempinski hotel in Moscow, the capitalization of a Westin ... (view full description)

Whit McCarthy

SVP, Correspondent Lending
CIVIC Financial Services

Ryan McFarland

CEO
Best Biz Advisors

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

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)

Bill Mecklenburg

President
SES Insurance Brokerage Services, Inc.

Bill Mecklenburg is the President of SES Insurance Brokerage Services, Inc., a leading provider of technology driven insurance solutions for portfolios of single family residential rental properties and properties held in trust by financial institutions. SES’s technology driven insurance solutions are utilized by 18 of the top 25 banks in the United States and by over 2,400 institutions controlling residential real estate portfolios. Bill was previously the CEO of Redwoods Managers, Inc. and the COO of The Redwoods Group, a specialty insurance organization that The Wall Street Journal and the nonprofit organization Winning Workplaces selected as one of 15 winners of the 2008 Top Small Workpl ... (view full description)

Rich Meyer

President
Default Investor Association

After college, Rich worked his way up the corporate real estate ladder to become the broker and owner of ERA Prestige Realty. For the next few years he grew Prestige to a formidable 4 office operation with over 250 full time agents and exceeding 45M in annual sales each year in business. This of course this is when 45M meant something.   After a divorce, he sold the real estate offices and went to work for a leading foreclosure law firm where he studied the legal aspects of real property law, the election of remedies and foreclosure litigation.   In 1993 his expert understanding of the consequences of default lead him to begin investing in foreclosure and tax deed auc ... (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)

Shaheen Mohajer

Vice President
Wilmington Trust, N.A.

Shaheen is a Senior Relationship Manager with Wilmington Trust, N.A., managing a portfolio of various types of asset securitizations  where we serve as the trustee, paying agent, calculation agent, and/or registrar. Shaheen has nearly two decades of experience in the financial services industry. Prior to joining Wilmington Trust in 2016, Shaheen spent 12 years in the Corporate Trust arena.  During his tenure, he managed several teams of bond analysts, collateral administrators in master servicing, and handled cash management and disbursements of RMBS securities. For the last five years he has been in business development and relationship management roles involved with negotiating and a ... (view full description)

Marcos Morales

Executive Director
Hogar Hispano, Inc.

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

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)

Tina Mortera

Senior VP
Progress Residential

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

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

JJ Mueller

Principal
Homerock, LLC

JJ Mueller holds a BS in Accounting and Finance (1988) as well as an MBA with a concentration in International Finance (1992) from St. Louis University.  He is a licensed Certified Public Accounting in Nevada as well as a Registered Investment Advisor.   During the late 90s while at American oncology resources JJ managed the acquisition process and legal team for over $200 million worth of physician acquisitions throughout the country after the entities initial public offering.  He then worked with AquaSource and similarly managed the acquisition process and legal team for over $600 million worth of water related processing assets and then facilitated in the divestiture of those ... (view full description)

Robert Mulcahy

SVP
TMG

Your key to innovative solutions that will help grow your business.  At TMG we provide strategic solutions that will help your company meet and exceed its goals.  With an extensive history rooted in the investment property lending industry.  We build upon our experience to help you succeed in today’s competitive marketplace.   Having begun my career in New York with Tullett & Tokyo a financial futures brokerage firm working in the mortgage backed securities and bond futures department.  This background has allowed me to use my knowledge of capital markets & secondary marketing to be applied within the investment lending space.   Most recent years have been a f ... (view full description)

Carlos Munoz

President
Swiss Capital

Mr. Munoz brings a significant level of experience in Investment Banking, Structured Corporate and Real Estate Financing and Financial background. He has extensive Accounting, Auditing, Marketing and Sales expertise gained in his 25 years as a Senior Executive and Entrepreneur. He has a B.S. in Business Administration, B.S.-Certified Public Accountant. He served 7 years as Professor in Business Strategy, Budget, Management and Marketing at Catholic University in Ecuador. Since 2000, Carlos has been the founder and owner of Swiss Capital Corp, a successful investment banking firm which is integrated into a worldwide Network of Partners that originates and provides financing to companies locat ... (view full description)

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Principal and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 50 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is ... (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)

Tai Nong

Vice President
Oval Capital

Tai Nong has over ten years of experience managing portfolios of distressed debt. He joins Oval Capital Management as vice president after 4 years in his most recent role as the Director of Portfolio Management with Neighborhood Stabilization Capital Management. In his prior role he was responsible for raising capital, deal sourcing, due diligence, and executing on portfolio strategies. He was successful in maximizing investor returns through flawless execution and innovative “outside of the box” strategies. Prior to Neighborhood Stabilization Capital Management, Mr. Nong held various management positions at Caliber Home Loans, US Bank, and C ... (view full description)

Daniel Oppenheim

Executive Director, U.S. Housing & Building Products
UBS Investment Research

Dan Oppenheim joined UBS in 2017, having covered housing and building products sectors for the vast majority of his 20 years as an Analyst.  Oppenheim was a Managing Director at Zelman & Associates, where he led the REIT coverage, focusing on residential REITs.  From 2008-2014, Oppenheim was a Director at Credit Suisse, where he covered housing and building products, along with REITs. He ranked #3 in Institutional Investor's 2009 and 2011 polls, as well as Runner-Up in 2008, 2010, 2012 and 2013.  Before his Credit Suisse tenure, Oppenheim was a Principal at Bank of America from 2000-2008, where he also covered the housing and building products space, placing #2 in t ... (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)

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. She was pivotal in fulfilling the firm's business plan to form a strategic joint venture with a hotel management firm that has expanded the firm’s horizons beyond development, acquisitions, and consulting to include hotel management. The joint venture provides the entire scope of hotel and hospitality management, asset m ... (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)

Andy Pollock

Senior Relationship Manager, Enterprise Sales
Radian

Andy Pollock is best known for his expertise in building and leading top-performing organizations. Whether challenged to launch a start-up venture, orchestrate a complex turnaround, or lead a multinational organization through accelerated growth, he has consistently delivered strong results despite the complexity and volatility of the mortgage and investment banking industries. In his current role as a member of the executive enterprise team of Radian Group, Inc. and its wholly owned subsidiary, Clayton Holdings, Andy delivered unprecedented, double-digit revenue growth. Prior to that, he led the start-up of WDB Funding, another of Clayton’s JV pro ... (view full description)

William Powers

President
RTO Property

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

Andrew Propst

CDO & President of Multifamily
HomeRiver Group

Andy is a founder, CDO & President of Multifamily for HomeRiver Group CRMC®.  Andy also served as the National President for the National Association of Residential Property Managers NARPM®.  Andy has 20+ years of experience in both residential and commercial real estate management. He has demonstrated a commitment to delivering first-class results for clients, as well as consistently improving efficiencies and operations across his companies. Industry knowledge and a keen focus on technology has been a major priority for Andy. He has obtained three of the leading industry designations: Certified Property Manager® (CPM®) from the Institute of Real Estate Management (IREM®), Master Proper ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings

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

Jay Rainaldi

Director of Professional Services
Yardi

In the late 1980s, Jay Rainaldi began building a career in property management that would span more than twenty five years. From beginnings in facilities, property and financial management, Jay managed both conventional and affordable physical assets from the site, regional and corporate levels in southern Ohio, Kentucky and Indiana. In 1997, he was brought on by National Realty Management to be the software administrator for their new flagship property management suite and was soon promoted to IT Director and put in charge of the technological infrastructure and ancillary income for the company’s national portfolio. Jay would go on to become Director of IT Operations at Forest City Resident ... (view full description)

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.

Sandra Reese

Relationship Manager
IRA Services Trust Company

Matt Reilly

Head of Acquisitions
Stonecrest Financial

Tim Reilly

President
Green River Capital

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

Ed Renwick

CEO
Raineth Housing

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

Josh Roach

Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments

David Roberts

VP
USI

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

Jim Robinson

Co-Owner
REIMidwest, LLC

 Jim is co-founder of REIMidwest, LLC, a full-service, residential turnkey investment property provider focused on the Milwaukee, WI market.  Jim is responsible for all customer-facing responsibilities of the company, from investor relationships to tenant management.  Prior to REIMidwest, Jim spent 15+ years in executive management positions at a Fortune 100 high technology company, including leading one of their $1b+ Business Units.  Jim received his undergraduate degree from Hamilton College, and his MBA from Arizona State University. 
 

William Robison

Principal and Founder
Storybook Realty/Plaid Mgmt

Positive CAP and equity development provider of SFRs within the Kansas City MSA.  Work with individual and market fund managers on acquisitions, redevelopment and property management of these assets.

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)

Darlene Root

President
Mutual Property Investments

As a Metro Detroit native, Darlene Root started her career as a Realtor in 1979 and began real estate investing in 1983.  Her investing focus is using Self Directed IRA's and HSA's (SDIRA) for long term wealth. 

Darlene specializes in educating and mentoring others on the importance of structure optimization with the use of Trusts for  mortgage assumptions, avoiding the FHA 90 day flip rule, probate, seasoning issues and streamling escrow.  With the increasing amount of lawsuites that plague the real estate investing community, the use of Trusts can also shield property from liens, lawsuits and prying eyes .  


 

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)

Engelo Rumora

Founder
Ohio Cashflow

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

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

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

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

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

Andre Sanchez

COO
Rently

Andre Jordan Sanchez is the Chief Operating Officer at Rently, the self-guided tour platform used by over 3000 single family and multifamily operators nationwide.

Andre held previous roles in cancer research and worked at Apple in B2C and B2B sales. Andre has a BS in Pharmacology from UCSB, an MBA from UMass Boston and Executive Education in Operations from MIT.

Marco Santarelli

President & Founder
Norada Real Estate Investments

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

Andrew Schiller

Chief Executive Officer
NeighborhoodScout

Dr. Andrew Schiller is the CEO and founder of Location, Inc., creators of NeighborhoodScout.com. Location, Inc. specializes in real estate market insights and projections, and crime and hazard risk products for the real estate, insurance and finance sectors. In addition to running Location, Inc., Dr. Schiller is responsible for inventing the search, data synthesization, and patented algorithms that power NeighborhoodScout.com. Prior to founding Location, Inc., Dr. Schiller received his Ph.D. in Geography from Clark University's Graduate School of Geography, America's oldest and largest geography Ph.D. program. Previously he was a scientist at Oak Ridge National Laboratory and Atomic Energy C ... (view full description)

Phoebe Schreiber

Head of Institutional Portfolio Management
Streetlane Homes

Josh Seiff

EVP of Corporate Strategy
HouseCanary

Josh is the Vice President of Capital Markets Business Development at HouseCanary.  He is responsible for pursuing strategic opportunities with financial institutions, investors, housing market researchers and the companies that serve them.  Josh has more than a dozen years’ experience in the mortgage markets as an analyst, trader and portfolio manager. Before joining HouseCanary, Josh was the VP of Multifamily Capital Markets & Trading at Fannie Mae, where his team traded more than $20 Billion per year in mortgage securities, structured mortgage products, CMBS and municipal bonds.  Josh led the creation of new securitization platforms and developed a broad institutional investor base fo ... (view full description)

Eli Shaashua

Managing Director
Red Granite Capital Partners

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

Jesse Shemesh

President
Point Acquistions LLC

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

Chris Skardon

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.

Adam Smith

Managing Director
Amherst Pierpont

Adam Smith is the Head of Mortgage and Asset-Backed Banking and Finance at Amherst Pierpont Securities.  Mr. Smith previously worked at Fortress as a Managing Director in the private equity business.  Mr. Smith also served as a Managing Director / Head of MBS and ABS Originations at Jefferies for six years.  Prior to that, Mr. Smith was an SVP in the Asset-Backed Finance Group at RBS Greenwich Capital.  Adam graduated from Georgetown University.

Bryan Smith

Chief Operating Officer
American Homes 4 Rent

  Mr. Smith is Executive Vice President - President of Property Management of American Homes 4 Rent (NYSE: AMH) and is responsible for property management operations nationwide. From 2012 to 2015, Mr. Smith served as Senior Vice President – Director of Property Management and, from 2011 to 2012, as Senior Vice President of Acquisitions.  Prior to AMH, from 2009 to 2011, Mr. Smith was a Partner at the Tax Review Group, a real estate consulting firm that focused on reducing the tax liabilities of large residential and commercial real estate properties. From 2006 to 2009, he was a Partner and Chief Financial Officer at the Watermark Group, a residential and commercial real est ... (view full description)

Wayne Snell

Managing Director
Platinum Ventures

Wayne Snell is the managing director of Platinum Ventures. Wayne has been actively involved with real estate for over 12 years, first as a passive investor, and taking on an active role by purchasing his first single-family rental (SFR) in 2010.

Platinum Ventures currently manages a portfolio of 1st lien mortgage notes, rental properties and REO’s across 18 states. Wayne’s extensive project management, team leadership and budget/financial governance experience uniquely qualify him to manage large pools of notes to produce the most optimal profit outcomes for the company and its investors. For more information, connect with Wayne on LinkedIn, or visit www.platinumventures.net.

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)

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties


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

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.

Thad Tarkington

Chief Executive Officer
Second Nature

Lauren Taylor

CEO
The Haven Group

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

Jeffrey Tesch

CEO
RCN Capital

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

Dave Theus

CTO & Co-Founder
Homee, Inc

Mr. Theus is a 20-year veteran of delivering software solutions in Fortune 1000 globally. Prior to founding Homee, the UBER for property maintenance, Mr. Theus was the Chief Product Officer at inno360 and was responsible for product strategy, product management and product development of a market leading, cognitive research and collaboration platform. Prior to joining inno360, Mr. Theus held various software sales, services and support roles at MSC Software Corporation (one of the oldest software companies still in existence) and prior to that various Engineering positions at General Electric Aircraft Engines. Dave has a Master’s degree in Aerospace Structures Engineering from the University ... (view full description)

Brook Treas

Portfolio Manager
NS Capital Management

Brook Treas is the Director of Portfolio Management for Neighborhood Stabilization Capital Management (NS Capital Management), btreas@nscm.us, www.nscm.us.  NS Capital Management is fund manager specializing in the acquisition and management of residential mortgage debt and real estate related assets. Mr. Treas has 10 years’ worth of experience in Loss Mitigation and REO with direct loan servicers as well as component servicers. He has worked with and for Bank of America, Wells Fargo, Chase and Homecomings Financial/Ocwen. NS Capital Management combines a team of individuals from the private, non-profit and public sectors joining forces to create an investment fund to acquire mortgage and re ... (view full description)

Ben Trombly

General Manager
CrestCore Realty

Ben began his real estate career in 2011 with RPM (Real Property Management) There he started purcahsing properties himself and later partner with local investors to help start RJ Property Management. In just 3 years he grew them from a small start-up with only 2 employees to a successful company with over 45 employees, a dedicated maintenance department, and over 800 units under management. In December 2015, Ben joined CrestCore Realty, helping them grow from 1100 homes to over 2600 homes under management. As General Manager he oversee the day-to-day operations of the property management team including leasing, collections, accounting, maintenance and client services.
 

Jeff Trueman

Partner
Invictus Real Estate Group

Samuel Tucci IV

CEO
Resolute Property Solutions LLC

Sam Tucci is the co-founder and CEO of Resolute Property Solutions, a provider of mortgage field services, property maintenance and repairs, and renovation services as a general contractor and construction manager. Tucci is a results-oriented leader with proven success in new market identification and strategic positioning for constructions and field services organizations, increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. Tucci is 26 year veteran of the single-family residential construction and maintenance industry.  In his leisure time, Tucci enjoys spending time with his wife and son, reading, active sports, and p ... (view full description)

Jasraj Vaidya

Managing Director
Amherst Capital

Jasraj Vaidya is a senior research analyst at Amherst Capital Management with more than 10 years of experience in the real estate investment space. Prior to joining Amherst Capital, Jasraj served as the Head of U.S. CMBS & Residential Credit Strategy at Barclays. In this role he led a team of five analysts on U.S. Commercial Mortgage Backed Securities, Asset Backed Securities and Residential Credit Strategy. Prior to joining Barclays in 2008, Jasraj spent 3 years at Lehman Brothers, most recently as an Analyst covering residential credit strategy. Jasraj has an MBA from the Indian Institute of Management and a BE in Engineering from ... (view full description)

Alex Villacorta

EVP of Analytics
HouseCanary

James Wagley

SVP, Single Family
Propertyware, a RealPage Company

  James Wagley started rehabbing investment properties as a hobby in 1998 while managing business at Target Corporation in Minneapolis. In 2009, James exited corporate America to join his wife who owns Real-Time Leasing, growing it to over 500 properties. During this time he developed an online subscription-based software for Property Managers that manages the complete maintenance lifecycle.   James’ passion for resolving business operations issues, developing new business plans and processes and new systems development makes him the perfect fit to lead Propertyware’s business and drive transformation in his role as Senior Vice ... (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)

Patrick Whelan

CEO
HavenBrook Homes

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)

Chris Wilhoit

Director of Long Term Finance
Lima One Capital

As Director of Long Term Finance, Chris oversees daily operations, maintains and conducts underwriting and processing reviews and audits, and coordinates with processing loan sales. He also assists with coordination of product improvement reviews and new loan product development for the Rental product suite at Lima One Capital, LLC.
Prior to Director of Long Term Finance, Chris held positions within Lima One Capital, LLC as an Operations Analyst and then Senior Operations Analyst.
Chris has a B.A. in English Literature, Minor in Economics from Clemson University.

Eddie Wilson

CEO
Affinity Worldwide

Eddie graduated from The Ohio State University School of Broadcasting with a degree in Broadcast Sales and Marketing. He studied marketing at Georgia Tech and business management at Emory University. He is most known for taking a talk radio station in Atlanta to the level of “Most Listened To Station in the World” (Radio and Records Magazine, 2002). He has owned his own advertising agency and worked with clients, including Pepsi, P&G, Buffalo Wild Wings, and Mail America. He is now the CEO of the Affinity Worldwide corporation which is a holding company that owns over 50 companies including: National Real Estate Insurance Group - REI Guard Think Realty American Associat ... (view full description)

Mark Wolf

Founder & CEO
AHV

Mr. Wolf is responsible for executive oversight of AHV Communities. He also manages new acquisitions, strategic partnerships, investor relations and operations.  Prior to forming AHV Communities, Mr. Wolf was a Founding Partner of the multifamily platform at GreenlawPartners in Newport Beach where he was responsible for the oversight of multifamily investments. In addition, he was the Founder and Managing Principal at SicuroRealty Partners, a multifaceted advisor/ capital provider for the multifamily sector.  Over the course of his 20+ year career, Mr. Wolf has been directly involved in the acquisition, development, construction financing and lease up of over 12,000 m ... (view full description)

Ted Wright

Senior Vice President
Cohen Financial

Ted is responsible for overseeing the asset management activities of Cohen Financial, including surveillance and property performance analysis; lender consents relating to lease approvals, loan modifications, waivers and assumptions; and, asset resolutions for sub-performing and non-performing loans. The asset management group customizes its surveillance and resolution strategies to align with the objectives and overall investment criteria of each client. Ted reports to Joe Greenhaw, Executive Vice President of Loan Administration. Joined Cohen Financial in October, 2010 Past Experience Over 17 years of commercial real estate finance experience. Prior to joining Cohen Financ ... (view full description)

Bruce Wuollet

Founder
Bakerson, LLC

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

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

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

Matt Zall

Chief Investment Product Officer
Patch of Land

Matt is the Chief Investment Product Officer at Patch of Land, responsible for optimizing capital efficiency, expanding product lines and managing credit risk.  He has over 12 years of real estate and mortgage experience, most recently overseeing capital markets, trading and securitization operations at Blackstone Group subsidiary, B2R Finance where he led three of the industry's first-ever multi-borrower single family rental securitizations. Prior to joining B2R, Matt was a Commercial Real Estate (CRE) trader at J.P. Morgan and Bear Stearns, where he focused on mortgage subordinate loan trading, structuring and securitization.  He began his career in accounting at Eastman Kodak and Lazard F ... (view full description)

David Zussman

Chairman, President & CEO
Realty Fund Management, Inc.

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

michael figueroa

Imperator
intuitive capital strategies

Mr. Figueroa graduated from the University of Arizona in 1973 where he began to develop his knowledge of business, finance, tax, real estate, contracts, foreclosure, and bankruptcy law.   In 1980 he founded a private mortgage brokerage and FHA/VA banking company. In 1998 he created Coronado Ranch Estates, a 250+ home subdivision. In 2002 he founded Western Associates Development Company, LLC and Western Recovery Services, LLC.  These companies developed lots, built homes and syndicated properties with a value over $100,000,000.   Currently he acts as both a principal and advisor regarding asset protection structures, purchase & sale of distressed assets, tax and r ... (view full description)
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Event Contacts for The 6th Annual Single Family Rental Investment Forum (West)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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