Jeff Amengual

Senior VP
DMG Investments

Jeffrey Amengual is Senior Vice President of Development at DMG Investments, LLC., a Real Estate Investment company headquartered in New York City. DMG Investments focuses primarily on Student Housing and Multi-family Residential properties. With over 40 years of private Real Estate experience, with projects located throughout the United States, as well as several international projects. Mr. Amengual directs and leads all aspects of acquisition, finance, development, construction, marketing and property /asset management. DMG has diverse holdings located in the states of Texas, Tennessee, South Carolina, New Jersey, Wisconsin and New York. Mr. Amengual earned a Bachelor's Degree from Boston ... (view full description)

Jay Augustyn

Partner
Ice Miller

Jay Augustyn is a partner in Ice Miller’s Real Estate Practice. He represents clients in all manners of real estate transactions, including acquisitions and dispositions, financing, leasing and joint ventures. Jay also advises investors, developers and entrepreneurs in fund formation and investment matters with respect to the federal Opportunity Zone program and other federal, state and local programs to improve efficiency of project financing.
 

Joshua Aven

CEO, Founder
Aven Financial Group

Joshua is a serial entrepreneur coming from the private equity/real estate finance world and has co-founded or invested in many companies.  Joshua Aven is an owner and Chief Executive Officer of Aven Financial Group.  Josh has grown the business into a leading boutique firm with specializations in real estate finance.  Being passionate about the social giving space, Josh has invested and devoted time to for-profit companies which have a model that gives significant portions of their profit to charities and the world's greatest causes.  These companies are the perfect intersection of commerce and philanthropy while impacting the social good envir ... (view full description)

Matt Bear

Founder
Bear Real Estate Advisors

Matt Bear - Founder Matt Bear is a real estate and finance business leader with a rich history of approximately 28 years of transactional, development and advisory experience, including 10 years of principal investing and retail real estate development. His experience covers many of the major markets of the United States with clients and key business relationships that span across the real estate, finance and private equity sectors. In 2001, Matt was one of two founding partners of Venture Development Group, which specialized in the development of single tenant buildings, neighborhood and power center projects. The firm acquired, developed, and/or disposed of 20 ... (view full description)

Candice Beaumont

CIO
L Investments

Candice Beaumont is Managing Director & Chief Investment Officer who runs L Investments, a single family office with a vast portfolio of public and private equity.  She oversees all capital allocation decisions for the internal fund of funds as well as the direct investment portfolio.  The direct investment portfolio has had a focus on commodities and alternative energy.  She is also a strategic advisor to Genoil Inc, (www.Genoil.ca) an emerging heavy oil technology and portfolio company of L Investments.  Candice is as an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth.  Ms. Be ... (view full description)

Adrian Berger

SVP Acquisitions
Cypress Equity Investments

As Senior Vice President of Acquisitions, Adrian is responsible for sourcing and analyzing new investment opportunities, including real estate acquisitions and equity co-investments across the US; as well as fostering and growing CEI’s network of equity partners, lenders and brokers. Adrian’s acquisitions focus includes: (a) land for multifamily development, (b) value-add retail, office and multifamily properties, and (c) GP and LP Equity co-investments with sponsors and operators.    Adrian brings over 15 years of business development experience in roles in New York, Hong Kong, Singapore and Australia. Prior to joining CEI in 2015, Adrian lived in New York where he grew a succes ... (view full description)

David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, an alternatives-focused investment bank and investment manager specializing in the real estate, hospitality, infrastructure and energy industries. He is also the host of "Make the Deal: Real Estate Investing with David Blatt" a YouTube/Podcast series that provides expert advice on how to structure and fund deals. Prior to CapStack, he ran a special situations fund acquiring and repositioning distressed real estate assets. Since 2001, David has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal.

Richard Blumenreich

Principal
KPMG LLP

Richard Blumenreich is principal-in-charge of the Washington National Tax Credit and Energy Advisory Services Group.  For his prior 20 years at KPMG, he was a principal in the Washington National Tax Pass-through Group.  He focuses primarily on tax issues relating to tax credits, partnerships, depreciation, amortization of intangibles, and leasing. Prior to joining KPMG, Rich was with the Internal Revenue Service’s Office of Chief Counsel (1985-1993) where he was an Assistant Branch Chief in the Office of the Assistant Chief Counsel (Pass-through & Special Industries) and an Attorney-Advisor in the Legislation and Regulations Division.  While at the IRS, he worked extensively on re ... (view full description)

Jariel Bortnick

Founder & Principal
Quad Property Group

Jariel Bortnick is a founder and principal of Quad Property Group, a real estate investment company that specializes in the ownership, management and redevelopment of multifamily real estate. Before founding Quad Property Group, Jariel practiced real estate law in the New York office of Blank Rome LLP, an international law firm with over 500 attorneys. Prior to Blank Rome, he served as Vice President of Gladstone Development Corp., a Greenwich, Connecticut-based real estate private equity firm that owns and operates a large portfolio of commercial real estate. Jariel started his career as an associate in the real estate department of Bilzin Sumberg LLP, a prominent Miami-based law firm ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Kelsey Buchbinder

Business Development
Olymbec

Kelsey Buchbinder is the Leasing Manager at Olymbec USA, overseeing the leasing for the Midsouth portfolio.  Olymbec owns, operates and manages a diverse portfolio of industrial, office, retail and residential properties located in Canada and the United States. Headquartered in Montréal, Olymbec is now one of the largest private industrial real estate holders in Eastern Canada with branch offices located in key markets across Québec and the United States including the USA Headquarters located in Memphis, TN. Kelsey joined the Olymbec in 2017, overseeing the leasing of approximately 10 million SF of Industrial and Office product. Kelsey received a Bachelor of Arts in Political Science from Ba ... (view full description)

Salvatore Buscemi

Managing Director
Dandrew Partners, LLC

Salvatore M. Buscemi is a Managing Director of Dandrew Partners LLC in New York City, a commercial real estate advisory boutique firm that focuses on placing capital from prominent institutional investors into middle-market distressed commercial real estate investments. Mr. Buscemi also co-founded Dandrew Strategies LLC, a $30 million real estate solutions provider in the secondary mortgage market, specializing in non-performing residential mortgage portfolios. Mr. Buscemi is a Co-Founder the J. G. Mellon Real Estate Fund, an innovative investment fund that targets commercial real estate assets in historically stable U. S. markets. The fund was built from the ground up to provide ... (view full description)

Aaron Butler

President & CEO
Avenue Real Estate Partners

Aaron J. Butler is the founder and Chief Executive Officer of AVENUE. Headquartered in Miami Beach, AVENUE is at the forefront of retail real estate. Aaron has more than 18 years of experience in commercial real estate and has personally been involved in over $1 billion in transactions. AVENUE has established itself as a market leader in the competitive South Florida real estate market. AVENUE and Aaron have developed the market knowledge and relationships to deliver unrivaled service in landlord and tenant representation, ground up construction, leasing, sales and market analysis. During his career, Aaron has spearheaded the transformation of the high str ... (view full description)

Charles Campbell

Chief Executive Officer
Flagship Healthcare Properties

Charles Campbell is the Chief Executive Officer and a Managing Partner of Flagship Healthcare Properties, LLC (“FHP”). Charles is also Chairman of the Board of Directors of the Flagship Healthcare Trust, the firm’s private Real Estate Investment Trust (“REIT”) launched in 2018 via the consolidation of Flagship’s legacy closed-end funds. The Flagship REIT owns more than 40 clinical outpatient healthcare assets in the Southeastern and Mid-Atlantic United States. Along with Co-Managing Partner Brannen Edge, Charles has overseen Flagship’s growth including the acquisition of over 60 properties totaling over 2 million square feet and the development of projects totaling over 1.7 million square fe ... (view full description)

Austin Carlson

Managing Director
Parkview Financial

Austin is an experienced business development professional in the wealth management industry.  He is responsible for Parkview’s current and prospective investor relationships, as well as raising the profile of the firm through meetings, speaking engagements and industry conferences.  Prior to Parkview, he was the Head of Sales and Marketing on the west coast for SkyBridge Capital, an NYC based hedge fund investment firm.  Austin started his career with J.P. Morgan Private Bank in their New York City and Los Angeles offices, working with high net worth individuals and families across both sides of their balance sheet.

Conlyn Chan

SVP of Family Office Strategies
Hongkun USA

Conlyn Chan is a trusted advisor for her clients.  Her clients come to her for real estate and real estate tech investment opportunities and seek her out for advice on the latest innovations in real estate technology.  Conlyn is the Senior Vice President of Hongkun USA and a Commercial Real Estate Tech Lead at the National Realty Club. National Realty Club (NRC) is the oldest networking organization for senior executives in the real estate industry.  Conlyn was appointed a Commercial Real Estate Tech Lead because of her deep connections with real estate developers, real estate investors, and real estate tech leaders.  She is acutely and intimately aware of the needs and pain points of ... (view full description)

Ted Chen

President
Chen Foundation

Ted Chen is the President & Treasurer of the Chen Family Companies -- which have been steeped in all aspects of Real Estate for the past 4 decades. Their projects have included residential, commercial, NNN, ground-up development, and adaptive re-use properties in both the USA and Asia. Their other passion is International Art Management, and they often weave Art and Culture into their real estate projects.   Their latest project is The TF Chen Art Building (at 335 W 35thStreet).  At the base, the premier art gallery and cultural destination of the TF Chen Cultural Center (a 501C3 non-profit org) spans more than 13,000 sqft and will feature a continuous rotati ... (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)

Matthew Ehinger

Partner
Ice Miller LLP

Matt Ehinger is a partner in the Firm's Tax Group. Matt advises clients on a variety of state and local income tax issues, including income tax, sales tax, as well as real and personal property tax. Matt also counsels tax-exempt clients (nonprofit public charities, private foundations and governmental entities) on a broad range of issues including corporate formation and governance, achieving tax-exemption, tax compliance, lobbying and political activities, unrelated business income and other business matters, including joint ventures, mergers, taxable subsidiaries, limited liability companies and other affiliates to minimize tax liability and protect their tax-exempt status.
 

David Eyzenberg

President
Eyzenberg & Company

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt, equity and ground lease capital solutions for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is the founder of Eyzenberg LFC, an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.    ... (view full description)

Bryant Ferber

Managing Director
Azure Partners

Bryant is Managing Director and Head of Acquisitions for Azure Partners, a real estate private equity firm primarily focused on the acquisition of multifamily assets in high-growth markets throughout the United States. 

Since its founding in 2010, Azure has acquired more than $1.6 Billion of assets including more than 8,000 apartments and 700,000 square feet of retail. 

Azure's primary investment objective is to produce superior risk-adjusted returns while giving investors current cash return on equity and minimizing downside risk.

James Fried

President
Sandstone Realty Advisors

Jim Fried has been a real estate business person since 1980 and has had his own radio show since 2009.   Mr. Fried specializes in capitalizing commercial real estate transactions, unearthing urban land opportunities and is also a private lender. He advises many famies and family offices on direct real estate investing. Jim was recently named a Family Office Real Estate Advisors Global Leader for 2018 by Family Capital Magazine.   Jim has closed over $3BB in real estate transactions during his career in markets across the eastern US. Jim uses his communication skills to inform and entertain on his weekly radio show – Fried on Business – heard each week on 8 ... (view full description)

Don Gasgarth

Chairman
Triton Venture Partners

Thomas Gayer

Private Wealth Advisor
Janney Montgomery Scott

Thomas has seven years of financial services experience, which he uses to provide highly customized planning, banking, and investment management services to a select group of successful families, businesses and non-profit organizations. He combines his past financial services experience and the resources of Janney to guide his clients through the challenges of investing to accomplish their unique goals within their risk tolerances. A graduate of Florida Gulf Coast University, Thomas holds a degree in Communication & Advertising. Thomas was born in New York City and relocated to Naples, FL at an early age. He enjoys the occasional round of golf, fishing, tennis, sporting clay shooting and ... (view full description)

Ben Gerber

Vice President of Finance
The Related Group

Robert Gilman

Partner
Anchin Block & Anchin, LLP

Robert Gilman, CPA, CGMA, is an accounting and audit partner at Anchin, Block & Anchin LLP and Co-Leader of the Firm's Real Estate Group. He has extensive experience serving real estate owners, developers and operators in the commercial and residential spaces and advising them on day-to-day operations, tax saving opportunities, and transactional support that includes due diligence on the acquisition and disposition of real estate. His experience also extends to tax structuring on deals, securing financing, reviewing and analyzing operating agreements and assisting with client investor relations for both domestic and international investors. Rob also advises clients with financial and est ... (view full description)

Kenneth Grams

Director
Kinetiq Group

Ken Grams is a high-achieving executive with more than 20 years of experience in asset management, quality growth initiatives, and as a straight speak strategist in the financial services industry. An exemplary career history serving on c-suite committees to unify enterprises and administer effective leadership.  Visionary leader with the proven ability to direct multi-billion dollar institutions and diverse portfolios, while producing a measurable record of success for both institutions, clients, and strategic partners. *  *  * Select Career Highlights: Transaction volume experience of over $10 Billion (United States and Latin America). Portfolio management of ... (view full description)

Peter Habib

Principal Family Member
MPI Family Office

Co-founder of MPI Family Office that owns business's in healthcare and income producing real estate focusing on Multifamily, Senior Care Centers and Self Storage.  We are a 1st generation family office seeking more investment opportunities-preferred to be co-GP partner and will also partcipate as  LP in the right deals. It is critical we partner with operators and/or owners that have experienced multiple real estate cycles, transparent and "experts" in a few markets areas including secondary and ternary.  We prefer value add and repositioning deals in the upcoming markets , part of gentrification, and economic growth. We also require our investment deals to implement cost segrega ... (view full description)

Mark Hamister

Founder, Chairman & CEO
Hamister Group

Mark Hamister is the Founder, Chairman and CEO of Hamister Group, LLC, a recognized leader in the acquisition, development and management of senior housing and hotels with a proven track record of exceptional results. Mr. Hamister’s real estate experience spans a period of forty-four years. Mr. Hamister’s passion for senior housing began in the mid-1970s, early on in his career, when he was named Administrator of a 200-bed residential facility and 42-unit apartment complex for the elderly. This experience led to his founding National Health Care Affiliates, Inc. (“NHCA”) in 1977, in the role of Chairman and CEO. NHCA owned, operated and managed as many as 24 seni ... (view full description)

Erik Hayden

President
Urban Catalyst

Responsible for developing more than $3.5B in real estate projects, including over 2,300 residential units in the California Bay Area, Mr. Hayden has experience in acquisition, contract negotiation, due diligence, risk assessment, financing, construction, and disposition of multifamily, single family and large mixed-use and master planned developments. He maintains relationships with a broad network of property owners, enabling him to identify and acquire prime investments. Mr. Hayden also has expertise navigating projects through the entitlement process by working with elected officials, community groups, and political organizations to gain support and get projects approved. 

David Helfrich

Division President
Aspen Heights Partners

As Division President of Aspen Heights, David Helfrich has the responsibility for leading a team in sourcing and executing new student housing and multifamily development projects primarily east of the Mississippi River. Mr. Helfrich has over 20 years of multifamily/student housing development  and construction experience and has managed the sourcing, development, and construction of over 14,910 student housings beds with a total capitalization of $602 million.  From 1998 to 2018, Mr. Helfrich served as Founder/CEO of CampusWorks Development a national recognized leader in construction and development of purpose built student housing. David graduated from Michigan State University with a B.A ... (view full description)

Jonathan Hipp

President & CEO
Calkain Companies

Jonathan (Jon) Hipp began his career in real estate over 25 years ago.  In his early years as a broker, he ventured into the net lease industry and quickly began leading the US net lease market, closing over $3 billion in transactions.  Jon was a Senior Vice President for Grubb & Ellis in Tysons Corner. With his “make it happen” mentality, Jon was honored with the #1 Producer Award for three consecutive years in his local office and was amongst the Top 10 Producers nationwide throughout his tenure at Grubb & Ellis. In 2005, Jon founded Calkain Companies, a company focused solely on net lease investment services. As President and CEO, Jon has been instrumental in building ... (view full description)

Jill Homan

President
Javelin 19 Investments

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm with more than $155 million in investments and transactions and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling over $400 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program ... (view full description)

Andy Ingraham

President/ CEO
National Association of Black Hotel Owners, Operators & Developers (NABHOOD)

Andrew “Andy” Ingraham is a current resident of Broward County, Florida and a native of Nassau Bahamas. He has fused culture and commerce throughout his professional life. Andy came to the United States in 1972; successively he became interested in becoming an entrepreneur and establishing a business in the U.S. He has over twenty-six years in the tourism industry, developing specific expertise in multicultural and Caribbean tourism. Andrew Ingraham first started by marketing South Florida’s merchandises and services to the Caribbean islands. He launched, Horizons Marketing Group Intl., Inc. his first company in Fort Lauderdale, Florida. The focus of his company was to provide car rent ... (view full description)

Paul Kang

President & CIO
Alta Companies

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mat ... (view full description)

Michael Konig

Managing Partner
Konig Family Properties

With over 19 years’ experience investing and developing real estate across multiple sectors and having financed and successfully exited arious business ventures, Mr. Konig is an expert in real estate development, finance, hospitality, marketing, and international sales and has appeared regularly in various media including Bloomberg TV. Prior to Konig Properties, Mr. Konig served as the Vice President of Operations for the Trump Grande, a $650 million real estate development on the ocean in Miami developed by Donald J. Trump, and Michael and Gil Dezer. Mr. Konig has also invested in several early stage technology companies with subsequent exits to large tech giants including Faceb ... (view full description)

Abigail Laufer

CEO
Ferguson Family Office

Abigail Laufer is CIO of the Ferguson Family Office. In 2011, she was hired by the Ferguson Family initially to invest in a portfolio of publicly traded cleantech shares but was ultimately given the responsibility to manage the corpus of the family investable assets through a single family investment office. Her broad-based background in investments has allowed her to traverse the spectrum of investments for this family. Prior to her role as head of investment allocation and investment for this family office, she was the CEO and founder of Virid Capital Management a firm devoted to investments in public cleantech companies Laufer’s career has spanned a broad cross-se ... (view full description)

Joseph Lesko

Director-Wealth Strategist
Global Capital Strategies

Joseph is a Director and Wealth Strategist at GCS, where he provides investment advice to affluent families in both public and private markets. Overall, Joseph has over 20 years of investment experience including time spent as a private banker, investment banker, sell-side analyst, and underwriter. Prior to joining GCS, Joseph was a Vice President at JP Morgan Private Bank, where he advised entrepreneurs, business owners, and family foundations on investment, credit and estate planning needs. Before JP Morgan, Joseph was a Director at NewOak Capital, a  boutique investment bank, where he originated, structured and executed client engagements for middle market businesses, including priv ... (view full description)

T. Richard Litton Jr.

President
Harbor Group International

T. Richard Litton, Jr. is President of Harbor Group International, LLC (HGI).  HGI currently has over $9 billion of assets under management, comprised of over 30,000 apartment units, over 3 million square feet of multi-tenant and single tenant commercial properties, and approximately $2 billion of debt and alternative investments.  HGI is headquartered in Norfolk, Virginia, with additional corporate offices in New York City, Baltimore, Los Angeles and Tel Aviv, Israel.  Mr. Litton supervises HGI’s Transactions Group, which sources and executes all acquisitions, dispositions and refinancings. As President, he also oversees day-to-day operations for the company, chairs HGI’s Investment Committ ... (view full description)

Maurice Maertens

CIO
MEM Family Office

Ford Motor Company  --  Dearborn, MI
Head of Worldwide Retirement Plans  (1968-96)

New York University  --  New York, NY
Chief Investment Officer (Endowment Funds)  (1997 - 2009)

Retired / CEO/CIO of MEM Family Office  --  Estero, FL  (2010 -)

William Manley

CEO & CIO
Calare Properties Inc

Bill Manley founded Calare Properties in 2003. Bill is responsible for all aspects of Calare’s business, including acquisitions, asset management, and the coordination of key business functions across the company.  Calare is a private real estate investment manager and operator focused on acquiring industrial and logistics focused commercial real estate for the economic benefit of their high net worth and family office investors.  Since 2003, Calare has led the acquisition of over 18 million square feet representing $850 million of real estate transactions though funds, direct deals and a multi-asset portfolio.   Bill is the chair of the firm's Investment and Senior Management Co ... (view full description)

Evelyne Massa

VP Investor Relations
Group RMC

Evelyne leads the Investor Relations team at Group RMC, a private family-run real estate co-investment group based in New York City and Montreal. Group RMC focuses on acquiring and holding large, undervalued commercial office portfolios primarily in the US Midwest. Its principals co-invest in every acquisition alongside family offices and wealth advisors from across North-America and overseas. As of today, Group RMC oversees 16.5m sq. ft. of suburban office representing $1.6BN in asset value. Evelyne holds an BA in sociology from McGill University and graduate degrees from the University of Cambridge and Oxford University. 
 

Tiffany McGhee

Partner
Momentum Advisors

Vincent Munno

CEO
Universal Financial Consultants

Vincent Munno, CFP®, CLU,  is the Founder and CEO of Universal Financial Consultants with over 35 years of experience in advanced estate and retirement planning. Vince built UFC on the principals of hard work, integrity, and the value of relationships; principals that are evident in every relationship he establishes. Universal Financial Consultants is a national leader in innovative insurance and financial services, specializing in advanced estate and succession planning for high-net worth individuals. With their strategic partnerships and industry expertise, UFC can show you how to better serve your wealthiest clients by utilizing life insurance as an asset class. UFC works with ... (view full description)

Jasmine Nazari

Partner & Head of IR
Urban Green Investments

Jasmine is a Principal at Urban Green, a fully integrated real estate investment and development company that is based in San Francisco multi-family, land development and boutique office buildings. Urban Green  raises capital from family offices and high net worth investors on a deal by deal basis. At Urban Green Jasmine focuses on capital raising and managing the firms relationships with their investors. Jasmine is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate

Chip Pearson

CEO
EvrSource Capital

Chip Pearson is Managing Partner of Cold River Partners LLC., a real estate development and management company providing project due diligence, budgeting and development and asset management to national builders, banks and investment funds. Cold River also buys, entitles and sells developed lots to national and regional builders. Chip is also Managing Partner in Evrsource Capital, a private equity fund developing partnerships with environmentally beneficial projects. Prior to Cold River and Evrsource, Chip was President of Paramont Grading Company, a development, site work, and utility company with offices in Atlanta and Charlotte for 25+ years. Paramont built and/or developed over 60, ... (view full description)

Wes Rogers

President & CEO
Landmark Properties

As President and CEO of Landmark Properties, Wes has overseen the design, financing, development, and operations of over $4 Billion worth of new construction student housing. Wes is responsible for establishing and implementing Landmark¹s overall corporate strategy. He is very involved in the development and finance sides of the Company¹s business, but his hands on leadership style keeps him engaged in all aspects of the business. With over $2 Billion of student housing currently under construction, Landmark has been consistently ranked the most active student housing developer and largest student housing general contractor in the country. Wes, an Athens, GA native, obtained his B.B.A. i ... (view full description)

Jack Rybicki

Principal
CliftonLarsonAllen LLP

Jack is the managing principal for CLA’s Real Estate Industry Group, working to enhance the firm's service capabilities to developers, owner/operators and investors in real estate. With over 25 years of accounting experience, he is responsible for performing and supervising audit, accounting, and consulting engagements. Jack concentrates on serving clients within the real estate and construction industry sectors. Jack’s clients in the real estate sector span a wide array of activities including residential community developers, home builders and owner/operators of hotels, commercial offices, multi-family housing and student housing. Jack also works extensively with funds investing in real es ... (view full description)

Jim Schroder

CFO
Tribridge Residential

Jim Schroder is a partner and strategic CFO whose duties cover a broad spectrum of the company’s business to ensure its long-term success and financial sustainability. His primary responsibility is to secure equity capital through direct investments, programmatic joint ventures, and fund vehicles for TriBridge’s investment platform. Prior to joining TriBridge in 2013, Jim worked in real estate private equity, development, and strategy consulting while based in Singapore, Denver, and New York City.  He received a Bachelor of Arts in Political Science from Yale University and a Master of Business Administration in Real Estate and Finance from the Wharton School at the University of Pennsylvani ... (view full description)

James Solomon

Principal & CIO
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 25 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties (SVP Acquisitions) and Soros Fund Real Estate (EVP). ... (view full description)

Richard Stone

CEO
Stone Family Office

    Since earning his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile succesful consumer and securities class actions. Rick now spends a considerable portion of his time on managing his family office which he founded. Rick also dedicates a substantial portion of time to philanthropy and is involved with numerous lcoal and national ... (view full description)

Alex Suarez

Chairman & CEO
Alex. Hamilton & Sons. Inc.

Mr. Suarez is Chairman of Family Office Partners, Inc. (“FOP”) an SEC registered investment advisory firm (“RIA”) founded on December 15, 2016. Since 2013, Mr. Suarez was CEO of The MerchantBanquiers Club, Inc. (“MBC”) which was established as a Georgia based corporate entity and merchant banking enterprise on January 24, 2017. In part, both firms are in the business of performing as leading intermediaries between selective sell side fund companies and demanding buy side firms that have a high wealth clientele focus. Both firms provide the following financial services to select fund companies and high wealth focused buy side firms and their clients:   Investment advisory, due d ... (view full description)

Troy Taylor

President
Algon Group

Troy T. Taylor is the Founder and President of Algon Group. Mr. Taylor has 25 years of experience that combines investment banking, restructuring (both in Chapter 11 and out of court) and senior management. He has served as the Lead Financial Advisor, Chief Restructuring Officer or Chief Executive Officer in a broad range of industries including real estate/hospitality, energy, manufacturing, and distribution. He has also served as Vice Chairman of Hyperion Bank based in Philadelphia and has served as a member of the Board of Directors of numerous public and private companies. Mr. Taylor has completed various high-profile restructurings/sales including The Related Group, Four Season Pe ... (view full description)

Jeremy Thornton

Executive Vice President
Colliers International

Mr. Thornton has 20+ years experience in the sourcing and structuring of debt and equity capital for commercial real estate transactions nationally and internationally with over $6.5 billion in successfully completed assignments in his career.  His expertise encompasses a wide spectrum of transaction types including financing for new construction, acquisition, and recapitalization of all major commercial property types including office, retail, industrial, multifamily and hospitality. Having served as a principal on the lending, ownership and brokerage sides of the commercial real estate industry during the course of his career, Mr. Thornton brings a wealth of knowledge and offer ... (view full description)

Michael Uccellini

President & CEO
The United Group of Companies, Inc.

As President and Chief Executive Officer of United Group, Michael Uccellini oversees a full-service real estate company specializing in development, finance, construction management and acquisition of real estate that has completed over $3B in real estate projects, and over 20,000 multi-family units. Mr. Uccellini also serves as president of United Development, the real estate development arm for United Group, and as president of United Realty Management Corp., AMO®, and a managing member of United Plus Property Management, LLC, AMO®, the real estate management arms of United Group. United Group is a nationally recognized real estate corporation established in 1972. Currently, United h ... (view full description)

John Wieker

Chief Investment Officer
Core Spaces

Gilbert Winn

CEO
WinnCompanies

Gilbert J. Winn is the Chief Executive Officer of WinnCompanies, one of the nation’s leaders in multifamily property development and management.   As CEO, Mr. Winn oversees three award-winning affiliates: WinnDevelopment, the company’s property development arm; WinnResidential, which manages multi-family communities; and WinnResidential Military Housing Services, which manages privizated military housing.   The company’s owned and managed portfolio includes affordable, middle income, market rate and mixed use communities, totaling more than 100,000 apartments at more than 600 properties and nearly 1.3 million square feet of commercial space in 22 states and the Distri ... (view full description)

Ralph Winter

Founder
W5 Group, LLC

Ralph Winter, Principal of W5 Group, is the founder and largest shareholder of Corestate Capital Group, an S-DAX listed company based in Frankfurt with over $30bn assets and 730 employees in 7 countries. Mr. Winter built Corestate to become one of the leading fully-integrated investment management real estate companies in Europe. Mr. Winter was an early-mover and pioneer in asset classes such as student housing and micro-units. Today, he has amassed a portfolio in excess of 35,000 units in those sectors before they became mature, institutional asset classes. With Mr. Winter’s experience and vision, W5 Group is focused on investing in innovative living concepts that offer tenants ... (view full description)

Yuen Yung

CEO
Casoro Capital

As CEO of Casoro Capital, Yuen is responsible for the overall management of operations including business development and investor relations. A true savant in his field, Yuen brings a wealth of experience across a broad-range of disciplines, among them: finance, investment management, capital raising, wealth planning, venture capital, portfolio management, alternative investments, commodities, strategic planning, leadership and training, sales and organizational structuring. Prior to joining Casoro Capital, Yuen was the founder and CEO of the franchisor How Do You Roll?, a fast-casual sushi restaurant. In 2013, he appeared on ABC’s Shark Tank and received the highest investment offer i ... (view full description)
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Event Contacts for The 5th Annual Real Estate Family Office and Private Wealth Management Forum (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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