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

Gregory Banner

President
Asset Preservation Strategies, Inc.

Greg specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management,  tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses. He is a member of the Business Enterprise Institute and has 32 years of experience working with families and business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business. In 1993, he joined Asset Preservation Strategies, Inc. as a Financial Plan ... (view full description)

Sean Barrett

Co-Founder
Cornerstone Family Office, Inc.

MBA, Senior Wealth Strategist. Sean has over 20 years of experience as an international, corporate and private banker working with Senior Executives of companies across the U.S., primarily in Southern California. He left Citibank's Private Bank 15 years ago, where he managed relationships of high net worth clients, to build a wealth management practice in San Diego within the wire house segment. In 2010 he left Morgan Stanley-Smith Barney to form Cornerstone Wealth Advisors, Inc. (CWA) a Registered Investment Advisory Firm headquartered in Carlsbad California. "The firms goal is to build a truly independent best in class wealth management firm using Schwab Institutional to custody our client ... (view full description)

Reuben Berman

Principal
Entrada Partners

Reuben Berman is the co-founder of Entrada Partners and oversees all of the firm’s Acquisitions, Dispositions and Financing.  Before founding Entrada Partners, Reuben worked in the acquisitions and development group at Kor Realty Group, a Los Angeles based real estate firm focused on apartments, condominiums, boutique hotels and resorts.  At Kor, Reuben led the acquisition and disposition of $330 million worth of multifamily properties.  Prior to Kor, Reuben worked at AEW Capital Management, a real estate pension fund advisor with $57 billion of assets under management.  At AEW, Reuben worked with joint venture operating partners to acquire over $500 million of commercial real estate, sell a ... (view full description)

Sasha Bernier

SVP
Cheltenham Enterprises

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Christopher Brodhead

SVP, Investor Relations
BROADSTONE

Christopher Brodhead joined Broadstone in August of 2013, and serves as Senior Vice President, Investor Relations. Chris oversees a team of Investor Relations professionals responsible for establishing relationships with new investors, wealth managers and Registered Investment Advisors, while servicing the firm’s growing Shareholder base. Chris also plays an active role in product development, UPREIT transactions, and special projects. Christopher comes to Broadstone from DeltaPoint Capital Management, a Rochester, N.Y.-based private equity firm, where he was Vice President of Business Development and Operating Director. In his capacity as Operating Director, Christopher worked w ... (view full description)

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Courtney Clark

Managing Director
Aspen Peak Advisors

Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. As analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.  Prior to TerraNova, Courtney worked in a Sales Director capacity for Resort Quest Inter ... (view full description)

Bill Cockrum

Senior Vice President
Lowe Enterprises

Lowe is a privately owned, diversified and vertically integrated national real estate organization specializing in commercial, residential and hospitality property.  The firm currently manages more than four million square feet of commercial and industrial space; over 7,000 apartment units and approximately 17,500 units in over 80 hotel and resort properties in eight countries (including Lowe’s affiliates).  With its headquarters in Los Angeles and five regional offices located in Denver, San Diego/Orange County, San Francisco Bay Area, Seattle, and Washington, D.C, Lowe has invested in and/or managed $28 billion of real estate over 45 years.  Bill joined Lowe in 2012 and has a l ... (view full description)

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at www.thediwire.com.  His guidance has been sought out by t ... (view full description)

Natalie Do

Vice President, Senior Relationship Manager
Torrey Pines Bank

Former entrepreneur and business consultant, Natalie Do’s secret sauce is her skill in, and commitment to, understanding her client’s complex business and financial needs. Currently Vice President, Senior Relationship Manager of Torrey Pines Bank, Natalie specializes in banking for middle market businesses, professional service firms, nonprofit and family offices. Her clients appreciate the financial guidance she provides as a seasoned banker and a Certified Financial Planner® as well as her accountability and responsiveness. Prior to banking, Natalie worked in commercial real estate, management consulting and IT in Australia, China, Japan and SE Asia. Having lived and worked in eight countr ... (view full description)

Louis Dubin

Managing Partner
Redbrick LMD, LLC

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Andrea Foster

Senior Vice President, Development
Marcus Hotels & Resorts

Andrea Foster, SVP Development for Marcus Hotels & Resorts, is responsible for marketing the company’s hotel management expertise and identifying and securing acquisition, joint venture, and third-party management opportunities for the company.   Foster’s career began in hotel operations and management positions for branded and independent properties on the east and west coasts. She then joined PKF Consulting|CBRE Hotels in 2002 in Los Angeles where she was a Vice President responsible for hospitality real estate valuations and feasibility analyses. From 2006 to 2011, she was VP Marketing & Business Development for Miraval. She returned to PKF|CBRE from 2011 to 2015 as Ma ... (view full description)

Drew Freides

Managing Director
UBS Private Wealth Management

Drew began his career in financial services in 1999 at Goldman Sachs Private Wealth Management, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In April 2009, he joined UBS Private Wealth Management. Throughout his career, Drew has received significant industry recognition. He was named to Barron’s Top 100 Financial Advisors in the U.S., Forbes America's Top 100 Wealth Advisors list, as well as Barron’s Top 100 Financial Advisors in California. In addition, Drew was featured in Barron’s Top 1,200 Financial Advisors listing and to the Financial Times Top 400 Advisors list. Within UBS, Drew is a distinguished member of the UBS Pinna ... (view full description)

Carolyn Friend

Co-founder & Wealth Whisperer
Inheriting Wisdom

As a co-creator of Inheriting Wisdom, Dr. Friend is dedicated to helping families identify their pain points in a strategic and structured manner, work through their road blocks and get everyone back to business even sooner. She believes that discipline and accountability within families is where many legacies stall or break down. Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader. She holds the Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.

Sean Fulp

Executive Managing Director
Newmark Knight Frank

Sean Fulp leads Team Shannon’s Private Capital Group in Southern California and throughout all other major markets in the western region. In the past three years alone, he has completed 75 transactions with an average transaction size of approximately $19 million and aggregate value of more than $1.4 billion. Sean has unique experience transacting with private and institutional investors using conventional sales methods and online marketplaces. He earned his Bachelors of Science in Business Administration with a concentration in Marketing from California State University, Sacramento, while he simultaneously pursued and graduated from the Sacramento Entrepreneurship Academy (SEA).

Lonnie Gienger

CEO
Wilkinson Family of Companies

Lonnie is the Chief Executive Officer of Wilkinson Corporation currently building one of the top multi-family owner/operator companies in the country growing by 3,000 to 5,000 apartment units per year.  Starting in 2004 as the company’s president, he was in charge of day-to-day operations building the management team and overseeing its strategic direction and growth. Lonnie also supervised the acquisition of Good Neighbor Care Centers, LLC, becoming its chairman of the board and then CEO assuming responsibility for shaping its path and expansion and growing that subsidiary from about 200 employees in 2004 to over 2000 employees in 52 locations across the country by 2007. Lonnie’s profe ... (view full description)

Glenn Gistis

Partner
Linchris Capital Partners

No biography specified

Heath Goldman

President/CEO
ICON Wealth & Legacy Partners

Heath Goldman is a financial architect and 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 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 the office, Heath is well versed to provide charitable planning advice in his daily discussions with clients. Heath holds multip ... (view full description)

James Hanrahan

Managing Partner
Store Here Self Storage

Since 1999, Mr. Hanrahan has been instrumental in helping some of America’s largest self-storage providers grow and manage their self storage portfolios. He has been a factor in the acquisition and management of over 300 self-storage facilities. Starting his career with Public Storage, Mr. Hanrahan went on to become Executive Vice President and investor in the largest privately held storage company, A-American Self Storage. There he helped the group grow from 80 to 110 storage facilities in five states. In 2011 James assisted in the disposition of 77 A-American Self Storage assets for approximately $320m. In 2012 seeing the opportunity to build a new portfolio, James partnered wi ... (view full description)

Scott Hodgkins

EVP, Chief Admin. Officer
Xebec

Xebec provides real estate investment opportunities in industrial assets to institutional and private wealth investors through the acquisition, development, redevelopment and management of institutional-quality bulk logistics, infill/last-mile and light industrial properties located in top-tier markets in the U.S. Scott Hodgkins, joined Xebec in November 2016 and currently serves as Executive Vice President and Chief Administrative Officer. Mr. Hodgkins oversees corporate strategic initiatives and planning, corporate level equity and debt transactions, and is responsible for overseeing the structuring and execution of corporate transactions for Xebec Holdings, Xebec Industrial Tr ... (view full description)

Beau Jaussi

Principal
The Mareau Group

The Mareau Group is a Texas based real estate investment firm focused on acquiring, repositioning and operating student-housing properties nationwide. Since 2015, CollegePlace partners has successfully acquired over $100,000,000 worth of student housing assets. Prior to forming The Mareau Group, Mr. Jaussi worked for a privately held student housing and management firm as Vice President of Acquisitions. As VP of Acquisitions his responsibilities included overseeing the entirety of the acquisition phase including sourcing and underwriting of potential acquisition targets and securing appropriate financing, coordinating and consulting with outside legal counsel in the negotiation o ... (view full description)

Allen Kim

Director – Manager Research & Investment Solutions
Kayne Anderson Rudnick Investment Management

Allen Kim is currently the Director of Manager Research and Investment Solutions of Kayne Anderson Rudnick Investment Management, a $20bn investment and wealth management company founded by John Anderson.  He has 19 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, Allen was Director of Investment Manager Due Diligence for Genworth Financial Asset Management where he lead the due diligence team. He also spent a decade of his career at ING working in a variety of roles among which was the Investment Research Director. He graduated from The George Washington University and earned his M.B.A. in Finance from Carnegie Mellon University.  All ... (view full description)

Kevin Kim

Partner
Geraci LLP

Kevin Kim is an experienced corporate and securities law attorney with Geraci Law Firm, dedicated to providing reliable and innovative legal solutions. Mr. Kim focuses his practice on real estate matters, focusing on private placements and other alternative investments for private lenders, real estate developers, and other real estate entrepreneurs. His work includes seeing that clients are compliant with the applicable securities laws, structuring strategic partnerships, and creating innovative solutions. Mr. Kim’s securities and corporate practice also includes preparing complex private and public securities offerings for alternative investment platforms for clients throughout the United S ... (view full description)

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Michael has over 35 years of experience in finance and company operations.  He has successfully started and operated three companies, several divisions for his employers and has originated, approved or worked out billions of dollars in loans to both corporate and real estate clients.  Michael started his career at Union Bank in Los Angeles, where he completed the Management and Credit training program.  He has worked for money center, regional and community banks, including Chase Manhattan Bank, Union Bank, Wachovia Bank and China Trust Bank.  Prior to starting Freedom Financial Funds, LLC, he co-founded and served as the Chief Operating Officer of Partners Capital Solutions, Inc. (PCS).  At ... (view full description)

Kip Kolson

President
Family Wealth Leadership

Kip Kolson entered the financial services industry in 1967. As Vice President and head of the real estate department at Bank of America's Newport Center office, Kip managed the office’s real estate loan portfolio.  He then spent fifteen years in commercial real estate development and management developing office, retail, industrial centers and mixed-use projects. Because of the real estate recession in 1993, and his desire to have a greater impact alleviating the negative impact wealth has on families, he pursued a career in inter-generational wealth transfer and family office management. Family Wealth Leadership, which he manages with his son, Kevin, was formed to help families ... (view full description)

Russ Krivor

President
DLC Residential

No biography specified

Marcus Kurschat

President
Clear Sky Capital

Marcus serves as President of Clear Sky Capital. He is responsible for global strategy of the firm’s various businesses. He oversees the implementation of the firm’s investment strategy and works across the firm’s business sectors.

Marcus has been involved in the investment, management and fund raising of Clear Sky Capital’s various businesses. He serves as chair of the firm’s numerous investment committees. Marcus has more than two decades of principal experience in real estate.
 

Steve Kwong

Vice President, Senior Financial Advisor
Merrill Lynch

Steve Kwong brings to Merrill Lynch over nineteen years of investment and wealth management experience. He works with a select group of clients and offers advice and guidance to help them meet their investment and financial objectives. His comprehensive approach strives to integrate one’s goals in life to the investment planning process. This includes a thorough review of one’s most important aspirations for their family, and developing strategies for a wealth management plan to help them reach their short and long-term goals. Prior to Merrill Lynch, Steve served the high net worth community at Credit Suisse and U.S. Trust Company. In 2000, he helped establish the de novo office for Neuberge ... (view full description)

Brandon Laughren

Chief Investment Officer
The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing family business interests in community banking and merchant banking. He also serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm, where he sourced, executed and managed private transactions for clients and for his own account. Mr. Laughren has acted as a transaction advisor as well as an invest ... (view full description)

Todd Laurie

Partner
Baceline Investments LLC

  • Responsible for Capital Development (debt and equity), Investor Relations, Acquisitions, Dispositions, Legal, Marketing and Public Relations
  • Responsible for investment structure and overseeing due diligence activities for institutional investors
  • He has been integral to growing the firm’s assets under management by playing a direct role in the capitalization and acquisition of over 70 properties valued at over $300 million
  • Graduated from the University of Colorado, Colorado Springs, with a Bachelor’s Degree in Psychology, and was a member of Psi Chi

Robert Lindner

Managing Principal
Integrated Realty Advisors

GP and Sponsor equity co-investment fund backed by several family offices.

Don Ludwig

VP
City National Bank

Don Ludwig is a vice president and sales team lead for Datafaction. In this capacity, he is responsible for Datafaction’s sales and business development initiatives. With more than 20 years of experience with Datafaction, Mr. Ludwig provides technology to make an impact with efficiency, security, and internal control in the business management and family wealth space.    Prior to joining Datafaction in 1994, Mr. Ludwig served as an accounting and operations manager at a technology firm. He attended California State University, Northridge where he studied math, engineering, accounting and management information systems.    He resides in Santa Clarita with his wife, Bar ... (view full description)

David Lynn

CEO
Everest Healthcare Properties, LLC

David Lynn is CEO and Founder of Everest Healthcare Properties. Dr. Lynn has a long history of investing in real estate investments. Dr. Lynn has invested in over 220 transactions totaling over $20 billion over the course of his career. At Everest, he manages the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. Prior to founding Everest in 2014, Dr. Lynn was CIO and Executive Vice President at Cole Investments where he managed the firm’s $12.3 billion dollar investments including acquisitions and portfolio management of ... (view full description)

Henry Manoucheri

Chairman & CEO
Universe Holdings

Henry Manoucheri’s successful real estate career spans over 30 years. Mr. Manoucheri began his real estate career in 1985 at Marcus & Millichap, a prominent Southern California real estate brokerage company in 1985 and quickly became one of the company’s top salespersons. Over a career spanning over three decades, Mr. Manoucheri has negotiated over $500,000,000 of transactions involving multi-family housing, office and commercial properties, shopping centers and land. Mr. Manoucheri formed Global Integrity Realty Corporation in 2000. Within the first year, the company’s assets under management grew from three times, from 400 to 1,200 units. With his decades of real estate exp ... (view full description)

Richard McCready

President
The Davis Companies

As President, Rick McCready oversees management of all aspects of the The Davis Companies (TDC) operations, plays a leading role in setting firm-wide strategy, chairs TDC Executive Committee, and serves on the Fund’s Investment Committee. Prior to joining TDC, Rick was the founder of Hummock Pond Capital Strategies, a real estate consulting and advisory firm that assisted real estate-related funds and businesses with operations, capital raising and strategic planning. Most notably, while at Hummock Pond, Rick provided advisory services to and continues to serve as an independent Board Member and Audit Committee Chairman of the Versus Global Multi-Manager Real Estate Income Fund, which provid ... (view full description)

Milka Micic

Executive Director
J.P.Morgan Private Bank

Milka Micic is an Executive Director within J.P. Morgan’s Private Bank. As a Client Advisor, Milka is responsible for advising wealthy clients regarding their banking, investments, estate planning, lending and more. She partners closely with her clients’ outside advisors to meet lifestyle needs, leave a legacy to future generations, fulfill philanthropic goals, and other objectives.   Prior to joining J.P. Morgan, Milka headed investment and credit operations at Crosby & Woodard Enterprises LLC.   Milka holds her B.A. from Loyola University Chicago and her MBA with a concentration in International Business and Finance from Roosevelt University. She also holds a Ma ... (view full description)

Don Monti

Chairman of the Board
Renaissance Downtowns

In 2008, Donald Monti had an ephiphany to create a triple-bottom-line development model based on social, environmental and economic responsibility. This vision resulted in the creation of Renaissance Downtowns LLC  an east-coast based company committed to social impact investment. In an effort to amplify Don’s vision in January 2018, Don created Renaissance Downtowns USA bringing with him the same set of core values that he so deeply believes in. As a self-proclaimed recovered developer, Don promises that he will never return back to the development days of ‘Suburban Sprawl’. He brings over 30 years of diverse experience covering all aspects of the real estate spectrum with ... (view full description)

Joshua Pukini

Managing Partner
AB Capital

Mr. Pukini is a Principal of AB Capital with over 14 years of experience in privately funded real estate investments. 

Mr. Pukini is responsible for managing the firm’s total investment portfolio, evaluating deal risk, & structuring opportunistic real estate ventures. 

Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital.   

Mr. Pukini is licensed as a Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies.

 

Brandon Rath

CIO
Calamar Capital

Mr. Rath is the Chief Investment Officer at Calamar Capital, the investment arm of a single family office operating as private investment firm.  Mr. Rath is responsible for identifying investment opportunities for Calamar, and he is one of the company’s leaders with regard to Calamar’s capital management and the financial strategy.  Prior to joining Calamar, Mr. Rath was a Vice President at Beacon Bay Holdings, a private investment firm with a broad and opportunistic investment mandate across a range of industries.  Mr. Rath has advised and led family offices and investment firms, and he has worked at global financial services companies.  Mr. Rath earned a J.D. from Southwestern Law School i ... (view full description)

Brett Rentmeester

CIO
Jaggi Family Office

Brett Rentmeester serves as the Chief Investment Officer of the Jaggi Family Office. Mr. Rentmeester is responsible for identifying and pursuing strategic investment opportunities. The Jaggi Family Office is a single-family office located in Arizona focused on investing in areas where they have a deep level of knowledge.These investments often involve Mr. Rentmeester taking an active role in operating companies primarily in the real estate and financial service sectors.  This includes founding a hybrid multi-family luxury leased home product, Avilla Communities, with communities across Arizona, Texas and Colorado.  Mr. Rentmeester is also involved with various operati ... (view full description)

William Reynolds

Sr. Managing Partner
MCS Capital - The Marcus Corporation

William H. Reynolds, Jr. MCS Capital LLC – Marcus Corporation   Bill Reynolds is Senior Managing Director of MCS Capital LLC, an investment affiliate of the Marcus Corporation, Milwaukee, Wisconsin. The Marcus Corporation operates and owns hotels, resorts, restaurants and movie theaters. The company formed MCS Capital to expand its investments in the hospitality space with a focus on value-add investments. The company has experience investing in and operating branded and independent upscale properties.   Prior to joining Marcus, Reynolds served as Secretary of the College at Trinity College in Connecticut; Managing Director and Chief Investment Officer at Thayer ... (view full description)

Greg Rice

Principal & Founder
Solid Rock Group

Greg  Rice is a Principal and Founder of Solid Rock Group, with over 45 years of varied Real Estate experience. Mr. Rice has been involved in development, ownership, syndication, property and asset management, leasing, brokerage, acquisitions, financing, construction and complex loan workouts for a wide variety of commercial Real Estate projects in all property classes. Under Solid Rock, Mr. Rice has overseen $500 million in re-development of some of the world’s finest hotels and is responsible for close to $11 billion in real estate transactions. Over the lase 3 years Mr Rice has advised on closings totaling $2.6b involving 38 properies. Solid Rock Group current ... (view full description)

Jay Rogers

Executive Director
Bergendahl Holdings

Jay Rogers is an investment management professional and entrepreneur with over two decades in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He later worked as Chief Investment Officer for a family office and made his transition to the buy side with a long only growth equity manager. Alpha Strategies was formed through a group of highly experienced investment professionals with a shared belief that boutique investment managers as well as qualified investors are still underserved in their access to deep domain expertise in alternative investments generating consistently high levels ... (view full description)

David Saxe

Managing Principal
Calvera Partners

David Saxe is co-founder of Calvera Partners, a real estate investment firm founded in 2010 that acquires and repositions apartment communities using inspiration from the boutique hotel industry.  The co-founders of Calvera have a combined 45+ years of real estate and finance experience and have been involved in more than $1.0 billion of real estate investments.  To date, Calvera has sold 4 properties for a weighted average net IRR of 32.4% and a net multiple of 2.27X.   Prior to co-founding Calvera, David Saxe was Associate Vice President, Investments, for CIM Group in Los Angeles where he completed over $575 million in investments in apartments, condominiums, retail, commercial ... (view full description)

Coe Schlicher

Fund Manager
Titan Development

Coe is CFO of Titan Development, Ltd and Fund Manager for Titan Real Estate Development Fund I.  He directly oversees the Fund's investment approval process, financial analysis, and investment strategy.  He also secures capital contributions and leads Titan Development’s Senior Living division.   Coe has arranged $1B+ in real estate financing over fifteen years.    As CFO of Ernest Health Inc., Coe led the development of 20 hospitals – a portfolio that was sold for over $400M. Coe also served as CEO of Silicon Audio, a startup creating disruptive technological innovations in the applied audio sciences space.   Coe holds an MBA from the Kellogg School of Ma ... (view full description)

Joy Schoffler

Chief Strategy Officer
Casoro Capital

Joy Schoffler serves as Chief Strategy Officer for Casoro Capital, a private equity and family office focused on creating real estate partnership opportunities that are suitable, attractive, and efficient for high-net-worth individuals, family offices, and institutions.   Within Casoro, Joy manages the development and execution of their non-traded multifamily income REIT, Upside Avenue. Upside co-invests alongside their family office, SMAs, and high net worth investors in multifamily investments with highly vetted sponsors throughout the U.S. Joy currently sits on the advisory board of the SXSW Accelerator, AARP’s FinTech Accelerator, and the FinTech Professionals Ass ... (view full description)

Michael Schonbrun

Founder & CEO
Balfour Senior Living

Michael Schonbrun is the founder and CEO of Balfour Senior Living, a company founded in 1996 in Louisville, Colorado, which develops and operates senior living communities that provide premium independent living, assisted living, skilled nursing and Alzheimer’s care services to its clientele. Prior to founding Balfour, Schonbrun was President of National Jewish Hospital, Assistant Director of the Colorado Department of Health under Governor Dick Lamm, Senior Vice President at Vitas Healthcare and a consultant to Warburg Pincus. He holds a J.D. degree from the University of Pennsylvania Law School and a B.A. degree (political science) from Yale University. He currently serves on t ... (view full description)

Brandon Sedloff

Managing Director
Juniper Square

Brandon Sedloff is Managing Director and Head of Business Development at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder and remains the Chair (a volunteer role) of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry.  Previously, Brandon spent nearly 7 years in Hong Kong where he was Head ... (view full description)

David Sengstock

Director
Mick Law P.C.

Mr. Sengstock’s practice focuses on the representation of broker-dealer, registered investment advisor and family office clients in connection with both Regulation D and publicly registered real estate and real estate-related transactions. His primary work focus since 2006 has involved due diligence of real estate and real estate-related direct private placements and has included the review of over 400 Tenant-In-Common, Delaware Statutory Trust, Limited Partnership and/or Limited Liability Company structured offerings that raised in excess of $10 billion in retail capital. Mr. Sengstock received his Juris Doctor degree from Creighton University and his Bachelor’s degree from the ... (view full description)

Carl Sheeler

Cannabis Kahuna
REVAS - A Two Bears Company

Carl L. Sheeler, PhDNot just a valuation guru - a value creator Capitalist, hemp & eco-tourism farmer, U/HNW family advisor Real estate & private capital market advisor-entrepreneur Holistic approach to finance after 25+ years & +1,000 clients Thrice awarded private equity thought-leader for unique ideas Investment risk management, due diligence and matchmaker No "caca de vaca" approach.  USMC vet who listens & acts. REVAS - A Two Bears CompanyHigher profits ... (view full description)

Caleb Silsby

Senior Portfolio Manager
Whittier Trust

Caleb is a Senior Portfolio Manager at the oldest and largest multi-family office on the west coast.  Caleb joined Whittier Trust in 2006 and helps manage over $8bn for HNW families in 31 states.  Caleb is responsible for managing portfolios for high net worth families including security selection and private investment opportunities. Whittier Trust has placed over $300 million in private real estate investments ranging from multi-family to industial properties. 

Caleb earned an MBA from the University of Southern California and is a CFA charterholder.

Natalia Sokolova

Managing Partner
SGG World

Ms. Sokolova, is a global Family Office professional as well as an active investor and strategic advisor for a number of startups with paradigm shifting technologies. She has deep relationships with HNW and UHNW, and single/multifamily offices globally. Ms. Sokolova, is the Founder and Managing Member of SGG World LLC, a strategic consulting firm established in 2006 to utilize her and her family’s (Sokol Family Office-SFO) relationships to build a strategic consulting firm.  Ms. Sokolova is also a member of the Sharenett.com Family Office platform.  Our firm focuses on investments and operations in the natural resource sector as well as in Technology, Artificial Intelligence, Big ... (view full description)

Joe Strazzeri

Partner
The Founders Group

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 15 years of experience as an attorney to counsel families and business owners. Through 5 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next”, as well as protects families and their assets. The Southern California Institute provides resources, education, and advice to independent collaborative advisors in order to assist them in delivering value to individuals, families, and business owners on estate, tax, and financial planning. The Laureate Center for Wealth Advisors provides advanced training ... (view full description)

William Tom

Managing Partner
infoQuest

Bill is Founder and Managing Partner of infoQuest, a firm dedicated to building leadership capacity and organizational health in family and privately-held businesses. For over 20 years, his firm has worked with families in helping them grow their businesses, overcome challenges common to family-owned businesses, find professional management that fits their family culture, help families develop and execute succession plans, and ownership transitions with a key focus on helping next generation leaders develop their leadership capacity. Bill grew up in family businesses and understands the joys and challenges involved within family busnesses. Bill and his team are certified in a wid ... (view full description)

Jeffrey Toporek

Principal
FD Stonewater

Jeffrey Toporek – Principal, FD Stonewater Jeff is a co-founder of and Principal of FD Stonewater. The firm is headquartered in Washington, D.C., with offices in Los Angeles and New York, where Jeff is located. FD Stonewater is a boutique real estate investment, development, brokerage, and advisory firm with national capabilities delivered through entrepreneurial and thoughtful leadership. Collectively, the firm’s principals have been involved in more than $10 billion of investment and acquisitions and over 40 million square feet of lease transactions. As a Principal at FD Stonewater, Jeff is a leader in the firm’s principal invest ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf o ... (view full description)

DJ Van Keuren

VP
Hayman Family Office

Mr. Van Keuren is a seasoned family office executive,  a Forbes Real Estate Council Member ,successful author & sought after speaker for family office conferences throughout the US.  With over 25 years of combined experience in family offices,  real estate, fund management, finance, underwriting and investment banking, Mr. Van Keuren is currently  a Vice President the Hayman Family Office, for a 2nd Generation Single Family Office, and works directly with the Patriarch.  Prior to his current position,  DJ was the Director for the Arsenal Family Office, of a Single Family Office out of Colorado who had a focus on real estate.  ​ Mr. Van Keuren  is the founding member of the Fa ... (view full description)

Joseph Viery

Partner
US Tax Advisors Group, Inc. (USTAGI)

Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies. By using legal, IRS compliant and proven tax planning structures combined with effective engineered based studies, he specializes in working with those who want to protect their assets and create wealth. Mr. Viery began his career in cost segregation industry in 2008 and has been has been speaking to REALTORS®, property owners, and tax professionals throughout the nation. These concepts provide the tax professional and real estate owner’s powerful tools to legally defer or eliminate income tax and to comply with the new Tangible Proper ... (view full description)

Alyssa Weinberger

Senior Managing Director
Lido Advisors, LLC

Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas including setting up a family office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 400 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.

Jamie Weiner

Co-Founder
Inheriting Wisdom

Dr. Weiner, a Wealth Whisperer™, works with affluent families on all the problems that exist behind the money.  Co-founder of Inheriting Wisdom with his wife, Dr. Carolyn Friend, he excels in activating families to become high performance families.  Dr. Weiner’s experience as a clinical psychologist lends unique insights to his understanding of the complex dynamics existing in families, businesses and not-for-profits. His expertise with leveraging the human capital that exists in multi-generational, affluent families extends into the family office and business space where a family’s needs and “their business” are often linked and complicated. Dr. Weiner is the co-author of The L ... (view full description)

Gregory Wendt

Senior Wealth Advisor
StakeHolders Capital & Living Economy Ad

Since I first discovered the notion of sustainable development in the late 80's I've been passionate about applying my gifts in fields of economics, business and sustainable and responsible investing. As Senior Wealth Advisor I currently head the west coast effort of StakeHolders Capital, a boutique registered investment advisory firm specializing in Impact Investing and Wealth Management. In 2015, I co-founded Living Economy Advisorsto architect novel financial intermediation strategies and create whole systems solutions for institutional investors, entrepreneur ecosystems and regional economies. Since 1991 I've worked as a financial advisor, economist and Certified Financial Pl ... (view full description)

Randy Winograd

COO
Nazarian Enterprises

Andrew “Randy” Winograd is Chief Operating Officer of Nimes Capital, the family office investment platform led by David Nazarian.  Nimes is an institutional-caliber investment firm that leverages the benefits of being a family office, without the detriments of most institutional investment platforms.  Nimes Real Estate deploys a nimble and entrepreneurial, yet disciplined, mindset to create value for its own invested capital and that of Nimes’ small, select group of outside investment partners. Nimes currently focuses on direct, control real estate investments in the multi-family, student housing and select service hotel asset classes.  Mr. Winograd brings significant operational, financial ... (view full description)

Gunner Winston

CEO
Dosist

Gunner Winston is Chief Executive Officer of dosist, a cannabis based health and wellness company launched in fall of 2016. dosist is recognized as a change agent in the health industry, having been named one of Time Magazine's Top 25 Inventions of 2016 and recognized by Fast Company as one of the most innovative health companies of 2018. Gunner is responsible for the company's overall vision, strategy and guiding decisions to ensure the organization's financial health. He is also a member of the company's board of directors.   Gunner has a background in entrepreneurship and finance – spending over a decade building his own investment funds, growing teams, and collaborating with ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
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)

E-mail: mail@imn.org


Event Specific Contacts for 4th Annual Real Estate Family Office and Private Wealth Management Forum (West)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, 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 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.

This 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