This is a past event please click  HERE  for the upcoming program.

Tadros Abdelmalek

National Director of Business Development
Campus Life & Style

Tadros (Teddy) Abdelmalek is the National Director of Business Development for Campus Life and Style (CLS), which is the 8th largest owner and operator of student housing in the United States. As an experienced property management and student affairs professional, Teddy holds a Masters of Higher Education with an emphasis in student affairs from the University of Missouri-Kansas City and has 20 years of experience in the industry of student housing, which leads him to have a diversity of interactions unique to other experts. He is a dedicated leader with a proven track record of improving operations, fiscal performance, and turning around distressed assets. His education and expe ... (view full description)

Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

Swapnil is responsible for strategic planning, investment decisions, and overseeing all aspects of the company’s operations, financing activities, and investor relations. He has over 11 years of financial/investment experience with over 8 years of experience in real estate globally Swapnil began his career in energy investment banking at Simmons & Company before joining Forum Partners, an international real estate private equity firm with over $5.0 billion in assets where he focused on originating, structuring, and executing real estate investments in the Asia Pacific region. He was personally responsible for closing deals in companies worth $3.0+ billion in India, China, Australia, and ... (view full description)

Tiffaney Alsup

Senior Group Marketing Manager
Cardinal Group

As a Group Marketing Manager Tiffaney Alsup oversees the marketing strategy across 100+ communities. She brings more than 12 years of marketing, management, and leasing experience in both student and conventional housing. Prior to her role at Cardinal, she worked for companies such as Rentpath, Alliance Residential, and ACH. Her experience includes creating and implementing large-scale marketing campaigns across the entire company; developing digital marketing strategies to increase lead generation, and working with Cardinal's in-house design agency to craft brands for new and existing communities. Tiffaney received a bachelor's degree in Business Management from the University of Mississipp ... (view full description)

Raoul Amescua

VP Development
The Michaels Organization

Raoul has over 20 years of real estate experience in development, finance and acquisitions for both the private and public sector. Over the last five years, Raoul has been responsible for the public-private partnership (P3) development of over 7,100 student housing beds in California. Prior to joining The Michaels Organization, Raoul was the Executive Director, Real Estate Services and Asset Management with the University of California, Riverside (UCR) where he oversaw three major P3 projects.

Matthew Berger

Vice President of Tax�
National Multi-Housing Council

Julie Bonnin

Principle & COO
Asset Living

Tim Bradley

TSB Capital Advisors

Timothy S. Bradley is the founder of TSB Capital Advisors, a principal of TSB Realty and one of the leading experts in the student housing market. Student Housing Business magazine annually ranks Mr. Bradley among its “Industry Titans” and he’s been featured in Wealth Management Real Estate magazine, at the Interface Student Housing Conference, and at the National Multifamily Housing Council Student Housing Conference and Expo. Mr. Bradley is also an active member of the ULI Student Housing Council. Mr. Bradley advises clients on the financing of all product types within the real estate sector. He specializes in structuring student housing deals that include private, off-campus transac ... (view full description)

Noel Brinkman

SVP/ Public Private Partnerships
American Campus Communities

Noel Brinkman joined ACC in 2000 and spearheads the company’s business development ini­tiatives for on-campus development and third-party management. Brinkman has participated in the award or development of approximately $3.5 billion (55,000- plus beds) of public-private partnerships across the country. Brinkman is an active participant in numerous industry confer­ences, including NACUBO, ACUHO-I, SCUP and NACAS. Brinkman graduated summa cum laude from Texas State University at San Marcos with B.B.A.s in marketing and finance.

Gregory Bronson

Director of Investments - Student Housing
Saxum Real Estate

Greg is responsible for sourcing, evaluating, and executing all of Saxum's student housing acquisition and joint venture opportunities. He brings over $1.7 billion of real estate experience to Saxum. He is an Adjunct Professor at the NYU Schack Institute of Real Estate. Prior to joining Saxum, Greg established Ash Real Estate to acquire select student housing opportunities in partnership with family office, foreign capital and private equity investors. At Ash, he was responsible for sourcing, evaluating, executing and asset managing acquisition opportunities. Prior to Ash, he was Director, Real Estate at Safanad, a Middle-East backed private equity firm, where he helped build the student hou ... (view full description)

Lindsay Brown

SVP of Leasing & Marketing
Campus Advantage

Lindsay Brown oversees Campus Advantage’s Leasing Department ensuring increased traffic, leasing velocity and revenue across the CA portfolio. She brings more than 19 years of marketing and leasing experience in the student housing industry. Prior to joining Campus Advantage, Lindsay served as Director of Marketing at Asset Campus, where she was responsible for overseeing marketing initiatives for more than 100 properties across the United States. Her experience includes leasing training, resident retention, market diagnosis and traffic solutions, marketing campaigns, revenue management and customer service training. Lindsay received a bachelor’s degree in Public Relations from the Uni ... (view full description)

Dominique Casimir

Vice President of Real Estate
Thomas Jefferson University

Dominique has been a rising force in the Philadelphia Commercial Real Estate industry for the past 15+years. She is currently the Enterprise Vice President of Real Estate for Thomas Jefferson University & Health system, where she currently manages a portfolio estimated to be well worth over $6.5B and includes approximately 15 million SF. She oversees the lease portfolio as well as acquisitions/dispositions/space management of Real Estate. Her focus is to ensure the proper monetization of optimizing assets to the highest and best use. Previously she was the Deputy Commissioner of Real Estate Management Division overseeing and managing the real estate portfolio for the City of Philad ... (view full description)

Neil Cole

Director of National Accounts
Goodman Manufacturing Co., L.P.

Steve Crawford

American Campus Communities

Dillon Deffense

Book & Ladder

Dillon Deffense has overseen the leasing and marketing strategy of over 4,000 multi-family units, including 10,000 student housing beds. He joined the real estate industry after a career of leading operational, sales, and corporate finance teams across multiple divisions of PepsiCo. Leveraging his unique background,  Mr. Deffense has implemented successful strategies at Book & Ladder, setting the standard in the industry with digital marketing and overall leasing of student housing properties.  Bringing his specialized expertise and knowledge of the industry, Mr. Deffense is an active  member of the Forbes Real Estate Council , and has contributed to multiple real estate articles p ... (view full description)

Lisa Dillon

University Furnishings

Lisa Dillon is one of the founders and partners of University Furnishings. She began her career in multi family as a leasing consultant. She quicky moved to the vendor side joining Freedom Furniture Rental. She remained there for 10 years and built the sales team in the DFW area. In 2000, Freedom Furniture Rental was acquired. Lisa then transitioned to an account management position with For the following 12 years, she cultivated both internet advertising revenue and grew the sales team as the Director of the Western US. Lisa has achieved a trifecta of awards in her career. Her awards include the Apartment Association of Tarrant County Products and Service memb ... (view full description)

Atish Doshi

The Black Sheep

Jonas Emre

Founder and CEO
Harrington Housing

Jonas Emre is the Founder and CEO of Harrington Housing, an industry leader in co-living and off-campus housing. Harrington operates over 1400 beds in the US (New York, Washington, Miami, Michigan, Boston), Canada (Toronto, Montreal) and the UK (London). Harrington’s most recent success is the opening of a new location, the historic Mansfield Hotel, with over 180 bed capacity in Midtown Manhattan. Jonas has extensive experience and knowledge in student housing and real estate in North America. His modern and tech-based approach to student housing attracted significant attention in the industry. Jonas is a lawyer by training, and has been actively involved in student housing since ... (view full description)

Thomas Errath

Managing Director
Harrison Street

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

Jared Everett

Managing Director University Partnerships

Jason Fort

Executive Vice President
Asset Living

Jason is responsible for leading the Asset Living business development department. In his 17 year Asset Living career he has been responsible for supervising multiple portfolios of student housing and multi-family properties nationwide and also overseeing our new development lease-up team, along with the training department. Jason’s 28 years of experience in student housing and multi-family provides a wealth of knowledge and in-depth, hands-on experience with full-service dormitory and high and mid-rise mixed use properties, including new developments. At Asset Living, Jason’s goals include increasing the overall size of assets under management through oversight of the business development t ... (view full description)

Scott Gale

Ventus Group

Determined to find and execute on opportunistic real estate opportunities, Scott Gale formed Ventus Group (“Ventus”) in 2006. From 2007-2013, Scott acquired nine distressed properties from various banks and builders, located throughout California and Oregon. Since 2014, Ventus has dedicated its efforts solely to The Fig. During this period, Scott and his team assembled more than eight contiguous acres in a prime Los Angeles location, all along advancing the design, analysis, and entitlements for The Fig-  a 4.42-acre mixed-use development (hotel, residential, retail). Prior to forming Ventus Group, Scott served as Vice President of Land Acquisition at Shea Homes where he acquired 3,146 ... (view full description)

Heath Goldman

ICON Wealth & Legacy Partners

Heath Goldman CSPG (Certified Specialist In Planned Giving) license 0B98871   Heath Goldman PFP, CSPG  Heath Goldman acts as your financial architect and is President/CEO of ICON Wealth and Legacy Partners.  Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning team and worked for PaineWebber in their Private Client Group.   With his experiences, Heath is able to serve as a valuable resource to his client's planning team by systematically addressing each need and helping to aid in achieving his client's objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of ... (view full description)

Justin Gronlie

Harrison Street

Jenny Guyett

Assistant Dean of Students & Dir. of Residential Life
Claremont McKenna College

Jenny Tyniec Guyett is a graduate of Drew University where she studied history and psychology. She earned her master’s degree from Springfield College, majoring in psychology and counseling with a concentration in higher education administration. She is currently ABD in her doctoral program at New England College, focusing on completing her dissertation. With more than 17 years in higher education, Jenny has had a variety of experiences in student affairs. She has worked in admissions, student activities/community service, academic advising, orientation, and residential life. In her current role, she oversees residential life at Claremont McKenna College. Housing types on campus range from t ... (view full description)

Doug Harrell

Strategic Account Director
Juniper Square

Doug Harrell is a Strategic Account Director at Juniper Square where he assists firms looking to modernize their investor reporting and raise capital more efficiently. He has over a decade of commercial real estate experience working previously with JPMorgan Chase as well as with Developer / Owner teams at Procore Technologies. Prior to Juniper Square, he has also managed Sales Director and CFO positions for firms out of Santa Barbara where he is based. An avid sailor, surfer and golfer, when not working, he can be found enjoying California's beautiful coastline

Jake Jarman

Redstone Residential, Inc.

Jake is COO and Principal at Redstone Residential, Inc. – particularly overseeing his staff in creating a successful lease-up each year. While at Redstone Jake has led the takeover and property management of a $200mm fund acquiring assets all over the country. He is a well-known customer service and sales guru – he has directly overseen the lease up of Redstone’s entire portfolio. Jake’s energy and enthusiasm have propelled Redstone into new States and created strong alliances with vendors, residents, and universities alike. Prior to Redstone, he was CEO at Rustica Hardware, taking it from a startup to the multi-million dollar business it is today. Jake graduated from Brigham Young Universit ... (view full description)

Justin Kain

Managing Partner
HPP Equity LLC

Justin Kain is the Managing Partner of HPP Equity LLC and oversees all aspects of acquisition, financing, investor relations, business development and management across a diversified SFR (single family rental) and multi-family student housing portfolio near Notre Dame in South Bend Indiana.  The HPP Equity family of companies own nearly $75M of assets across more than 1,000 units in the Michiana area. The portfolio is made up of approximately $45M worth of SFR across 500 units and $30M worth of student housing across 84 assets with 523 bedrooms. Student housing assets are managed by Irish Gold Management while SFR assets are managed by Homeworks Property Management. This regionally den ... (view full description)

Sanj Kakar

Chief Acquisitions Officer
Reliant Group Management

Sanj Kakar joined The Reliant Group in 2011 and serves as Chief Acquisitions Officer for Reliant Group Management. Mr. Kakar’s focus is on the acquisition of market rate, student and senior (IL/AL/MC) multifamily properties as well as affordable assets for the Reliant CAP Funds. He runs a team of Acquisition Associates across the country that focuses on opportunistic opportunities through our wide network of brokers, principals, developers, and institutional groups. The Reliant Group is a focused and disciplined group that finds value in underperforming assets across all residential housing sectors. Reliant has acquired over $2.25 billion of real estate assets since our formation ... (view full description)

Natasha Kapoor-Acuña

Kasa Properties Inc.

Mitch Karren

Chief Product Officer

John Kendrick

Associate Vice President Client & Acquisition Services
Landmark Properties, Inc.

As Associate Vice President of Client & Acquisition Services, John's primary responsibility is the intentional growth of Landmark's third-party management platform and additional client services. Additional client services include institutional-grade consulting studies for market assessment, feasibility analysis, and due diligence through Landmark’s consulting platform. John also assists with underwriting and due diligence for Landmark’s internal acquisitions platform. John began his student housing career while attending the University of South Carolina. As a part-time student employee, he worked as a leasing consultant and on the maintenance team. Since graduating, his profession ... (view full description)

Peggy Lamb

Halstatt Real Estate Partners

Peggy Lamb is a Partner of Halstatt Real Estate Partners. Halstatt is a woman-owned and led Real Estate Private equity firm which invests alongside sponsors across asset classes with a focus on self-storage, industrial, and build for rent properties.  Peggy spent her early career at Goldman Sachs where she served as a member of the Management Group for the Investment Banking Division and also served as Chief of Staff for the Financing Division and Chief Operating Officer of the Investment Banking Real Estate Department for over 10 years. Peggy is a graduate of Harvard Business School and the University of Illinois. She is a Board Member for Starwood Real Estate Income Trust (SREIT). ... (view full description)

Jon Land

Manager of RE Sales

As a Channel Sales Manager for MRI, Jon specializes in helping companies streamline accounts payable operations and creating efficiencies through automation and best practices.

Throughout his nine-year tenure at AvidXchange, Jon has work with thousands of Real Estate companies, helping them evaluate and implement automation solution. He is passionate about helping businesses become more efficient, reducing their environmental footprint, and positioning organizations to grow with negative financial impact.

Stacey Lecocke

Executive Vice President
Asset Living

Stacey is responsible for overseeing and leading property operations covering the entire campus housing division of Asset. She has worked in the property management industry for 28 years, gaining experience and expertise across all class types from new development to stabilized to property repositioning. At Asset Living, her goals include providing mentorship and support to the management team and ensuring communities operate with a competitive advantage. Stacey drives property performance, monitors market conditions, and develops specific strategies to ensure her client’s goals and objectives are achieved. In addition, she is dedicated to new business development with a concentration on cul ... (view full description)

Nick Lee

Vice President
Blue Vista Capital Management

Nick Lee is a Vice President at Blue Vista, with responsibility for financial modelling, market research, joint venture partner interaction and supporting all aspects of the acquisition, asset management and underwriting process for residential assets. Prior to joining Blue Vista, Nick was a Structuring Analyst at Inland Private Capital Corporation in Oakbrook, IL, where he worked on acquisition underwriting, due diligence and financing, as well as deal structuring for private placement investments. Prior to IPCC, Nick spent two years at Deloitte in the tax consulting and real estate valuation practice in their Chicago office. Nick earned an MBA from the University of Chicago, an ... (view full description)

Brent Little

President & CEO
Fountain Residential Partners

Brent is President and CEO of Fountain Residential Partners, a Dallas-based developer of student housing properties specializing in best in class walk-to-campus communities in high barrier markets. He has been instrumental in the development and construction of well over $3 billion of multifamily rental and condominium properties, as well as office, retail, and commercial properties across the country in a career spanning 30+ years.
Brent is a frequently requested speaker at national multifamily and student housing conferences and is active in many professional organizations.

Katrina Lopez

Leasing Manager
GHP Management

Katrina Lopez is Leasing Manager at the Lorenzo near USC, the country’s largest off campus student housing property. In this role, she responsible for the successful lease up of 3,648 beds each season. She has been in the student housing industry for 7 years, and understands what it takes to motivate and lead a strong sales team in achieving their goals.

Steven Ludwig

Coastline Real Estate Advisors, Inc.

Mr. Ludwig is the co-founder and President of Coastline Real Estate Advisors, Inc. a full service, California real estate investment and management firm focused on multifamily and industrial properties.  To date, the firm and its affiliates have acquired assets with total costs exceeding $1.5 billion, and focus on value-add and land entitlement/development investments.  Currently, the firm is entitling 1,100 multifamily units in SoCal.( Mr. Ludwig is also the co-founder of Turnaround Solutions, a CA general contracting firm focused on apartment renovation projects that services over 200 clients (, Tasoro Products, a luxury building materials ... (view full description)

Stephanie Lynch

Chief Investment Officer
Student Quarters

In her role as Chief Investment Officer, Stephanie is responsible for the firm’s capital and investment activities acquiring and developing Class A purpose-built student housing properties.  Over her career she has executed over $4 billion of direct real estate debt and equity capitalizations of ground-up development, acquisitions, and recapitalizations for multifamily, office, hospitality, and mixed-use properties in single asset and programmatic structures, and has advised on $2 billion of loan sales, debt restructurings, and fund investments.Prior to joining Student Quarters, ... (view full description)

Jessica Mancuso

Director of New Development Marketing
Asset Living

Jessica has a combined experience of both the Multifamily and Student Housing industries since 2012. She started in the New Development division with Asset Living in March of 2016 and over her full career has held the positions of Leasing Agent, Leasing Manager, Assistant Community Manager, Lease-Up Specialist, General Manager, with her longest tenure in the Regional Marketing Director / Regional Leasing & Training Director capacity. Alongside the VP of New Development, in Jessica's current role as Director of New Development Marketing; she is responsible for overseeing the department's total growth, daily business activities while mentoring and supporting the corporate regional team inc ... (view full description)

Matt Maruccia

Pierce Education Properties

Matt Maruccia is Chief Investment Officer for Pierce Education Properties (PEP). Maruccia leads efforts related to PEP’s national core and value-added student housing acquisition programs. Maruccia also oversees acquisitions for development projects and directs new business development for PEP’s student housing property management company, PEP Property Management (PPM).  Matt has directed the acquisition of over $840M of purpose-built student apartments nationally while with PEP.  Matt has been a featured speaker on student housing acquisitions at RealShare’s Student Housing Conference, RealShare’s Apartments Conference, National Multifamily Housing Council’s (NMHC) Student Housing Conferenc ... (view full description)

Kevin McCune


Kevin McCune joined the Property Tax team at Ryan, LLC in 2009. Mr. McCune specializes in ad valorem tax consulting of student housing properties across the country. Mr. McCune’s expertise has helped Ryan to expand their portfolio of represented student housing clients and properties. Now representing over 375,000 beds, with properties located in 41 states and in over 185 college & university markets, Mr. McCune has been instrumental in establishing Ryan as the premier provider of student housing property tax consulting in the United States. Ryan currently works with Seventeen of the Top 25 Student Housing Owners (as reported by Student Housing Business Magazine 2018).  With ... (view full description)

Adam Meshekow

Chief Growth Officer

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

Jennifer Messina

VP Of Marketing
San Miguel Management

Jennifer joined San Miguel Management in 2007. Since that time she has been responsible for the creating and implementing of the marketing strategies through market research, product development, advertising, and promotional programs. She facilitates all aspects of a multi-level marketing management systems with duties that encompass branding, development of collateral materials, event coordination, and press relations. She is responsible for overseeing the marketing strategy across the company’s entire portfolio fostering a yearly revenue growth.

Jeff Morrison

Senior Director, Multifamily Sales

Frank Muhlon

Chief Investment Officer
Versity Investments, LLC

Frank J. Muhlon is an accomplished commercial real estate executive with over 20 years of transactional (acquisitions, sales, equity/debt), asset management, and advisory experience involving over $15 billion of asset value, covering traditional property asset classes (multifamily, office, retail, industrial, hospitality) and alternative assets (e.g. healthcare/medical, self-storage, data centers, homebuilding, infrastructure, specialty). As Chief Investment Officer at Versity Investments, Mr. Muhlon originates, executes, and manages multi-family and student housing investments nationally. Previously, he has held senior positions with equity syndicate CrowdStreet, real estate tra ... (view full description)

Lincoln Ogata

Chief of Operations
EZ Turn

Lincoln Ogata got his start in construction management with the US NAVY SEABEES 18 years ago and has been in student housing for the last 12. He has worked in all aspects of student housing from Facilities Manager to Regional Maintenance Manager all the way to Director of Facilities at a 7000 bed P3 University. One responsibility was constant throughout his titles and that was Turn. That is why in 2018 he teamed up with His Co-founder Chase Minnifield to start EZ Turn, where they "Put the Brains Behind the Bricks" by automating the building's service needs with their autonomous capabilities of service provider selection, schedule management, quality control, and payout (if necessary) for all ... (view full description)

Brittany Oliver

Assistant Vice President, Marketing and Leasing
COCM (Capstone On-Campus Management)

Brittany Pieper is the Assistant Vice President for Marketing and Leasing at COCM. In this role, she supports COCM’s continued growth as the leading on-campus third-party management company with over 35,000 beds on 36 campuses across the US. Brittany steers the marketing teams with new ideas, fresh approaches, and high impact solutions that guide COCM’s site level and corporate marketing initiatives. With more than 10 years of experience in the multi-family and student housing experience, Brittany Pieper joined COCM in December of 2019 as the Site Marketing Coordinator. Within a year, Brittany was promoted to Director of Leasing and Marketing. In both roles, she was responsible f ... (view full description)

Allison Park

Senior Vice President, Marketing

Desirée Patno

CEO & President

Ms. Patno is a Visionary with over three decades specializing in the Housing & Real Estate Ecosystem, providing Advisory Services, is a Global Presenter, and an Angel Investor to enhance the Quality of Life, Gender Equity, and Social Impact. She built Women in the Housing & Real Estate Ecosystem (NAWRB) to Elevate Women, Bridge Industries & Change the World! ***Current dev in Austin: Residences, MF & Hospitality ***Gaming Investments ***Government Resettlement, Creative Lending ***NAWRB Annual Tahoe Nov 17&18th 2022 Designed, developed, and implemented scientific projects for the DOD tracking and HR billables as Sr. Data Systems Analyst for XonTech, Inc. and responsible for ... (view full description)

Roger Phillips

Texla Housing Partners

Roger has over 20 years of experience in the acquisition, development and management of multi-family and student housing properties throughout the U.S.
Career highlights include:
– Acquired, Developed and disposed of approximately $750 million in conventional and student housing real estate throughout the U.S.
– Closed financings including tax-exempt bonds and conventional including Agency and HUD.
– Worked for national student-housing firms including JPI and American Campus Communities and CLV(former Century Development)
Roger holds a bachelor’s degree in Business Administration from Louisiana State University.

Fred Pierce

President & CEO
Pierce Education Properties

Fred Pierce is President and CEO of Pierce Education Properties (“PEP”), a leading national student housing investment and operating company listed amongst the Inc. 5000 Fastest Growing Private Companies in America (2018 & 2019).  Mr. Pierce was selected as one of 24 national “Student Housing Pioneers” by Real Estate Forum (2013), received Ernst & Young’s San Diego Region “Entrepreneur of the Year®” Award for the Real Estate & Construction Industry (2012), was named one of “50 Influential Leaders in San Diego” by the San Diego Daily Transcript (2017, 2018 & 2019), ... (view full description)

April Priebe

Managing Partner
Align Asset Management

April has successfully climbed the ladder in the real estate industry with over 15 years of experience, overseeing management of 200+ employees and holding a portfolio avbrerage of well over 7,500 beds/ units nationally. For the past 6 years, she has specialized in distressed assets, receivership, and loan workouts, developing solid platforms, and operating student housing throughout the U.S. while working on over 25 different Receivership assignments. She also has coordinated and overseen over 25MM in Capital Improvement projects within the past 5 years on a variety of assets. In addition to her leadership role, she has supervised training and support of property management software for com ... (view full description)

Grant Puleo

Duane Morris LLP

Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Marvin Schnee

Sundance Real Estate Advisors

After many years as a successful Commercial Broker, Marvin Schnee started Sundance Real Estate Advisors as an investment firm to invest in properties himself as principal together with partners. Starting with several apartment houses in Louisville, Marvin has been involved with the acquisition and asset management of apartments, industrial, office properties in many states such as Pennsylvania, Indiana , Texas, South Carolina , Kentucky etc. In 2014, by accident, Marvin got involved with student housing, purchasing a 372-bed property in Bowling Green KY Called Campus Pointe. He has since grown the student housing portfolio to 3,500 beds in several states. In addition to acq ... (view full description)

Brian Thompson

Marker Investments

Brian Thompson is the Founder of Marker Investments and leads the Firm’s real estate activities including acquisitions, asset management, and dispositions. With over 22 years’ experience of investing in student housing, his career includes roles at some of the most active and respected student housing investment firms in the US. Prior to forming Marker in 2019, Brian was Executive Vice President of Investments at CA Ventures (“CA”) where he led the firm’s acquisition and development efforts. Prior to joining CA, Brian spent 9 years leading the education investment business for Harrison Street Real Estate Capital (“HSRE”). Prior to HSRE, he spent 6 years as an analyst at GMH ... (view full description)

David Timmerman

Sr VP Asset Managment
DMG Investments

With almost 30 years of industry experience, David Timmerman is the Senior Vice President of Asset Management of DMG Investments LLC. Timmerman leads the asset management teams focus on strategic planning of new development start-up and oversight of stabilized property operations worth $700M. Timmerman has held previous roles at real estate firms Cardinal Group Management and Asset Campus Housing, among others. He holds a bachelor’s degree from Texas A&M University and a master’s degree from The University of Georgia.

Meredith Trattler

Cornerstone Campus Communitites

MEREDITH TRATTLER, President, Cornerstone Campus Communities, LLC-- As Developer, Founder, and Partner of the Crest at Waterford Lakes, Meredith Trattler began her career successfully by converting the Brittany, a thirteen building, 276-unit apartment complex on thirty-acres of land in Orlando, Florida, into the condominium form of ownership. The property was three miles from University of Central Florida and thirty percent of the residents were students. She was influential in leading the project, securing equity financing from a family office and debt from a commercial lending institution along with determining effective marketing strategies, maintaining construction timelines and budgets, ... (view full description)

Kayt Watts

Director of National Accounts
Advance Catastrophe Technologies

Since the age of sixteen Kayt has worked in Disaster Response in some capacity, allowing her to have a different perspective than most when it comes to her client relationships. After college Kayt took her first fulltime job as an outside sales representative and at the age of 23 produced the company’s first seven figure opportunity. Her on-site experience and true dedication to her clients is what she attributes her success to. Since starting at ACT two years ago, Kayt’s focus has been in Student Housing and multi-family but her most rewarding experience to date was assisting a Chicago-local Ronald McDonald house that was devastated by the polar vortex. In 2010 and 2012, while in coll ... (view full description)

Mark Weinstein

MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Jerry Wojenski

Chief Executive Officer
Varsity Campus

Ariel Yarrish

Account Manager

Steve Zhang

OC Ventures

Steve Zhang is the CIO of OC Ventures, overseeing its US operations, specifically focusing on the acquisition, and turnaround management of student housing assets. Steve graduated Vanderbilt University’s Owen Graduate School of Management with a Master Science of Finance degree. Before joining OC Ventures, he worked at Deutsche Bank’s Leveraged Debt Capital Markets group, advising companies on the issuance of both leveraged loans and high yield bonds.

Landon Zimmer

In-House Counsel
Zimmer Development Company

Landon is responsible for project development, market selection, and strategic planning. Many projects that Landon spearheads prioritize environmental cleanup, often through the respective State’s brownfield programing. Affordable Housing is also one of Landon’s priorities when working with infill and urban projects Landon obtained a Bachelor of Arts Degree from Duke University, a Juris Doctor Degree from Duke University School of Law, and a Master of Business Administration from Duke University Fuqua School of Business. Landon is a partner with Zimmer and Zimmer, L.L.P., Attorneys at Law and a consultant for Reeds Jewelers, Inc. He serves on the board of the North Carolina Depar ... (view full description)

Ivan Zuniga

VP - National Accounts
Advance Catastrophe Technologies

Ivan Zuniga has spent his career serving the Lodging and Hospitality Industry. Ivan works with Hoteliers, REITS, ownership groups and multi-site organizations to create operational efficiencies and cost saving solutions. He is a creative partner that understands the individual challenges of operating, managing, and owning hotels. As Vice President of National accounts for Advanced Catastrophe Technologies, Ivan has overcome many of the obstacles that the industry faces through years of experience, proactive collaboration, and consistent execution.
Sign In
Sign in with LinkedIn
Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for The 2nd Annual Student Housing Conference


Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password