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Lisa Abdy-Gray

VP, Centralized Production
Finance of America Commercial

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

JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

JP Ackerman is President of Strategic Real Estate Products at House Canary with specific focus on analytical product development and strategic advisory serving the development and institutional investment space.  HouseCanary provides data-driven technology solutions that enable lenders, appraisers and institutional real estate investors to make more informed, efficient and effective business decisions. The company is indexing details on every property, mortgage, consumer and neighborhood in the US to provide extensive detail on property, valuation, market behaviors, demographics and consumer insights. HouseCanary produces predictive analytics on 20,000+ submarkets across the nation, includin ... (view full description)

Thibault Adrien

Lafayette Real Estate

CEO and Founder of Lafayette Real Estate (New York) - Lafayette is a New York-based private equity firm dedicated to the single-family rental industry in the U.S. Lafayette owns and manage more than 3,000 single-family rental homes, provides loans to fix & flip investors in the markets it operates its rental strategy and is actively growing its build-for-rent and scattered-site SFR portfolios. Thibault was previously a Vice President at Fortress Investment Group, in the Private Equity Area in New York and is a member of the Paris Bar Association 

Inaas Arabi

VP, Property Management

Nate Armstrong

Home Invest

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

Jeff Ball

Chief Executive Officer
Visio Lending

James Barrett

Chief Executive Officer
Tenant Turner

James Barrett is Co-Founder and CEO of Tenant Turner - a Y Combinator backed software company that provides residential tenant lead management and showing scheduling for thousands of clients across North America. As your property management partner, we will help you save time by pre-screening for quality tenant leads, streamlining the leasing process, and creating operating efficiencies so you can quickly fill vacancies, maximize profit, and grow your business. Before co-founding Tenant Turner, James was a Software Product Manager and Senior IT Consultant. He became an accidental landlord in 2009 and later acquired a second rental property in 2013. James holds a Bachelor of Scien ... (view full description)

Dan Bathon

Co-Founder & CEO
VineBrook Homes, LLC

Dan is the co-founder and CEO of VineBrook Homes one of the earliest investors in the SFHR business. Since 2007, with institutional investment funds,  VineBrook has grown to over 3,300 + homes predominantly in the Midwest. The company is a completely vertically integrated SFRH investment business from acquisition, rehab, stabilization, property management & disposition.  VineBrook’s strategy has always been yield focused.   In 2000, Dan founded Windspeed Ventures and currently serves as general partner and chairman, an early stage technology venture capital firm based in Boston. MA. Windspeed led the A Round financing for VistaPrint in 2000 which IPO'd in 2005. H ... (view full description)

John Beacham

Chief Executive Officer
Toorak Capital Partners LLC

John is the CEO and founder of Toorak Capital Partners.  Toorak is an investment platform focused on opportunities in the residential bridge loan and single family rental lending space.  Prior to Toorak, John was the founder and President of B2R Finance (now Finance of America Commercial), the leading mortgage origination company focused on the single family rental and residential bridge loan markets.  B2R was owned by funds managed by Blackstone Tactical Opportunities.   Before founding B2R, John led Deutsche Bank's single family rental lending practice, originating more than $5.0 billion in single-family rental loans made to large institutional acquirers of homes.  Prior to the ... (view full description)

Gary Beasley

CEO & Co-Founder

Gary co-founded Roofstock in summer 2015 and assumed the role as CEO to build an Internet marketplace focused on the $2 trillion single-family rental (SFR) sector.  Prior to Roofstock, Gary was CEO of Waypoint Homes and co-CEO of its successor company Starwood Waypoint Residential Trust (NYSE: SWAY), where he established himself as one of the leaders of the sector as institutional capital began to transform its landscape.  Prior to joining Waypoint, Gary served as both an operating executive and principal investor across a wide range of industries including hospitality, real estate, consumer Internet, and cleantech. After helping orchestrate Geolo Capital's controlling investment into Joie d ... (view full description)

Carl Bell

Senior Managing Director
Invictus Capital Partners

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

Doug Bendt

Senior Manager, Product Development

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

Dragan Berger

CEO and Co-Founder
Home Invest

Jack Bevier

The Dominion Group

Jack has been a Partner at Dominion since 2008. Jack oversees operations across their lending, development and property management platforms. 

Piyush Bhardwaj

Managing Partner
CoInvestment Partners

Mr. Bhardwaj is a Managing Partner at CoInvestment Partners ("CoIP"). He is also the Chief Investment Officer of The Steinbridge Group. Based in New York City, CoIP invests in real estate on behalf of institutional investors of diverse size and scale.   Previously, Mr. Bhardwaj was the Head of Transactions and Asset Management for Mubadala Prudential Real Estate Investors, the Abu Dhabi based joint venture between Mubadala, the strategic investment arm of the Abu Dhabi government and Prudential Real Estate Investors. Mr. Bhardwaj spent over three years in Abu Dhabi, UAE incubating a Real Estate Investment Management platform to invest of behalf of regional and local investors in ... (view full description)

Paul Birkett

Managing Member
Automation Finance LLC

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

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

Leonard Blangiardo

Managing Director & Principal
DRA Asset Management; an affiliate of Do

DRA Asset Management and its core strategic partners are middle-market single-family rental portfolio operators with stabilized holdings in Texas, Florida and Pennsylvania. They are currently seeking opportunities to finance and develop large residential and small C&I solar PV projects in developing nations of the Caribbean with similarly aligned regional and island nation concerns that also strive to enhance energy efficiencies to optimize broader economic growth. During the latter part of his multi-disciplinary 28-year real estate career, Mr. Leonard Blangiardo has been a Principal with Domaine Realty Advisors, Inc. Domaine Realty Advisors was a regionally focused boutique ... (view full description)

Mark Bloom

NetWorth Realty

     Mark Bloom is a nationally recognized real estate expert who has helped thousands of clients buy, sell and hold successful real estate investments. Mark is the owner of NetWorth Realty USA and the President of NetWorth Realty of Dallas-Fort Worth. Currently, NetWorth Realty USA owns 17 brokerage offices nationwide and is growing at a rapid rate.      Mark is frequently called on by the media for his expertise. He has been featured on ABC's Nightline, Fox News Radio and dozens of NBC, CBS, and Fox affiliate stations across the country.  Fox News Business, the Dallas Business Journal and Personal Real Estate Investor are only a few of the prestigious publications that Mark ... (view full description)

Marcus Buerosse

Restructurings & Property Operations
Ceres Real Estate Partners, LLC

Marcus Buerosse, Restructurings and Asset Management. Mr. Buerosse has been responsible for the acquisition, asset management, workout, repositioning and disposition of over $5 billion in distressed and opportunistic real estate investments covering every asset class throughout the U.S. Mr. Buerosse was responsible for managing the work-out and disposition of non-performing loans and REO totaling $1.5 billion at Barnett Banks, Ocwen Financial, and Great Florida Bank. This experience includes restructuring loans, completing foreclosures and UCC sales, negotiating claims in bankruptcy, and repositioning REO assets to achieve higher cash flow and provide for ultimate asset disposition. Mr. Bu ... (view full description)

David Buttross

Buttross Properties

David Buttross is the owner and operator of Buttross Properties and a licensed real estate and mortgage broker and banker. He is a residential and commercial real estate investor and owns an $80 million real estate portfolio with $50 million in real estate notes and $30 million in real estate, which consists of office buildings, apartment complexes, residential properties, grocery stores, warehouses, hospitals, hotels, churches and schools. David purchases bulk REO properties and buys pools of 1st and 2nd lien mortgages. Along with real estate investments, David is always looking for an opportunity to lend money for and purchase distressed real estate. He has purchased more than 1,000 pro ... (view full description)

Jay Byce

SVP of Real Estate Acquisitions

Mr. Byce has served as Senior Vice President, Investments for American Residential Properties since January 2014. His responsibilities include managing SFR underwriting, acquisition and closing teams, overseeing the company's private lending division and assessing NPL and other alternative investment strategies. Mr. Byce has 15 years of experience in the real estate industry and joined ARPI from Colony Capital, where he served as Managing Director responsible for southeastern acquisitions in Colony's single-family rental REIT, Colony American Homes. In addition to managing underwriting, acquisitions and disposition activities for Colony, he was responsible for pioneering a Build-to-Rent str ... (view full description)

Paul Caine

VP Acquisitions
BB Living Residential

Paul Caine is Vice President of Acquisitions for BB Living, a builder and operator of newly-constructed rental communities. Headquartered in New York City and Phoenix, BB Living was among the first entrants into the build-to-rent space, and since 2012 the firm has built a portfolio encompassing over 1,000 homes, with an active pipeline of over 2,000 homes. Mr. Caine received a Master’s in City Planning from the University of Pennsylvania and a BA from Carleton College.

Jacob Cap

President / Managing Partner
Strategic Assets

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

Stephanie Casper

SVP, Bridge Lending
Colony American Finance

Ms. Casper is Senior Vice President, Head of Bridge Lending at Colony American Finance, responsible for managing the underwriting, closing and funding for CAF’s Bridge business.      Prior to joining CAF, Stephanie spent more than five years as Senior Vice President, Investor Services at The Renaissance Companies/METIS where she was responsible for managing investor relationships and transactions.     Stephanie began her career in hotel operations at the prestigious Breakers resort in Palm Beach, Florida. From there, she was accepted into the Experienced Commercial Leadership Program at General Electric where she rotated through several finance businesses including GE ... (view full description)

Frank Cava

Cava Companies

As CEO of Cava Companies, Frank oversees all real estate investment activities focused on residential properties in Central Virginia. Since inception in 2007, Cava Companies has completed more than 1,000 transactions across Virginia. Our senior leadership team has 80+ years of professional experience developing 3,000+ buildable homesites, constructing 2,500+ homes, and both managing and selling 2,000+ residences. We have closed in excess of a billion dollars in real estate transactions. Frank graduated Magna cum laude from the University of Florida in 1998 with a BAS Degree in Building Construction Management. 

Cris Chico

Flip Anywhere

Alberto Chocron

Chief Operating Officer
Transcendent Investment Management

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

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

Peter Ciganik

Managing Director
GTIS Partners

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

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Dennis Cisterna is the Chief Investment Officer of Lafayette Communities. One of the most well-known executives in the SFR investment space, he was previously CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that Mr. Cisterna was Managing Director of FirstKey Lending, a portfolio company of Cerberus Capital Management. Mr. Cisterna has held a wide variety of management positions within the real estate investment sector including key roles at notable firms such as Lennar, and Toll Brothers. Throughout his career, he has completed more than $3.7 billion worth of real estate transactions across the U.S. and Europe. Mr. ... (view full description)

Gene Clark

5 Arch

Gene Clark currently serves as the
President of 5 Arch Funding Corp.,
and is Chief Legal Officer of its
parent company, 5 Arches, LLC.
Prior to this, he was Chief
Operating Officer and General
Counsel of Arch Bay Capital, LLC,
and the General Counsel of 3 Arch
Financial Services. Previously, he
joined with Mr. Miller to form
Miller & Clark, LLP, a corporate,
real estate and bankruptcy law

Bruno Cluzel


Bruno Cluzel is the CEO of Templestone LLC, a private real estate investment company  focused on the acquisition, renovation, preservation, management and disposition of income producing, distressed residential, innovative housing solutions,  and commercial real estate.  Templestone LLC manages or is involved in various real estate related entities and investment groups : -Templestone Realty LLC -Templestone Management LLC -Unity Capital Group LLC ... (view full description)

Greg Coleman

Co-Founder & Managing Partner
Revest Asset Management

Greg Coleman is a co-founder and managing partner of Revest Asset Management, a real estate asset manager based in Delray Beach, Florida. Revest owns and manages a portfolio of single family homes in southeast Florida.

Tim Connors

Director, Sales & Business Development

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

Michael Cook

MCB Capital

Currently the CIO of MCB Capital, Michael oversees the $50M single family rental portfolio along with the development of two build to rent communities totaling 120 homes in the Dallas Fort Worth area.   Michael Cook is a former Chief Assets Officer at Sylvan Road and a Director of U.S. Asset Management at GTIS. During his time at Sylvan Road, he managed over 2,000 single family homes and acquired over 120 homes per month in seven different markets. While at GTIS, Mr. Cook built a single-family platform to purchase, manage and sell over 4,000 single family homes. Mr. Cook’s experience in the real estate industry began in 2005. Prior to joining GTIS Partners, Mr. Cook w ... (view full description)

Howard Cooper

Cooper Family Office

Howard Cooper began his career trading public equities for his own account, becoming a full-time trader in the 1980s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds as well as direct investments in operating companies. He is an honors graduate of Princeton University and has guest lectured at Princeton, Yale and Brown Universities. Howard Cooper is the Chairman of the Board on Family Offices, Endowments and Foundations at Princeton University, Chairman of the Yale University Coll ... (view full description)

Rick Crain

Account Executive

Rick Crain is a Sales Executive at AppFolio, Inc. - a publicly traded software company that creates complete, easy-to-use, software-as-a-service business solutions for the property management industry. Whether you have a small portfolio or thousands of rental units, AppFolio provides a cloud-based solution to help property managers effectively market, manage and grow their businesses.   Rick has been with technology and software firms since the beginning of his career and has played in numerous roles across operations, product development, sales, and account management. Through these endeavors he has found a calling to help build compelling products, create lasting p ... (view full description)

Christopher Crippen

Managing Partner
Azul Asset Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)

Garland Davis

Vice President

After many years in the non-profit world, Garland transitioned to the real estate sector. Now, as Vice President of Equistream, he oversees acquisition, marketing and asset management as well as client services. An experienced speaker and gifted leader, Garland’s passion is educating and preparing others for real estate investing success. 

Ken Davis

CEO & Founder

As CEO and president of TaskEasy, Ken Davis’ vision of empowering customers to connect with exterior maintenance services as easily as buying products in a store was the driving factor behind TaskEasy’s creation.   Davis is a natural entrepreneur with a successful record of founding and establishing companies. He previously started Exterus Technology Services, an on-demand tech services group, and Oakley Networks, a cyber security company which sold to Raytheon in 2007 for $250 million. Davis continued at Raytheon for more than three years following the purchase in the capacity of vice president of technology. He was primarily focused on due diligence and integration for Raytheon ... (view full description)

Kent Davis


Characterized as “the difference maker,” Kent started investing in real estate later in life with the mantra: “Do whatever you can, wherever you can, as much as you can.” That philosophy led to the founding and success of Equistream, one of the largest bulk buyers of real estate in the country. Kent is a dynamic and inspirational speaker and author of the forthcoming book Start Small. Go Big. A former pastor and missionary, Kent now resides in Tampa, FL.

Tawan Davis

Founding Partner and Chief Executive Officer
The Steinbridge Group

Experience:  15 years, $10  billion of investing & asset management   Background:  Goldman Sachs,  Prudential Real Estate Investors, Mayor Bloomberg’s Economic Development Team, Peebles Corporation   Education:       MBA - Harvard Business School                            MSc - Oxford University                            BA  (Honors) - Georgetown University    Tawan Davis is the Chief Executive Officer of The Steinbridge Group. Steinbridge is a privately held real estate investment and asset management company. Based in New York City, Steinbridge invests on behalf of a group of high net worth families, trusts, individuals, pension funds, ... (view full description)

Meredith Delcamp

Shutts & Bowen

How Meredith Helps Clients Meredith Delcamp has a diverse and comprehensive transaction and litigation real estate practice. She focuses on matters involving title and boundary disputes, construction defects, land use, state and federal environmental regulations, landlord/tenant disputes, foreclosure, eminent domain/inverse condemnation. She also represents clients in cases related to sales and acquisitions, financing, development, land use entitlement, permitting, regulatory environmental and code enforcement matters as well as business litigation and appellate matters. Meredith also serves as general counsel for several clients and advises on matters involving ... (view full description)

Eric Delgado

MCM Capital

Eric Delgado is an entrepreneur and a recognized leading expert in increasing efficiency and profitability that lead to quicker monetization events. With 20+ years of start-up, fundraising and leadership experience, he has been a part of and currently involved with 8 active businesses. These businesses were either founded, co-founded, or in early stages of growth when Eric joined. These 8 early stage companies ranged from food and beverage in New Orleans to leading a national asset management company that managed over $9 billion in US residential homes, to start-up technology companies. His ability to see an opportunity, help construct the ... (view full description)

David Dell

Inov8tivHomeSolutions/Inov8t Consulting

David Dell is the founder and principal of Inov8tiv Home Solutions & Inov8t Consulting. Inov8tiv Home Solutions is a best in class video learning system that will educate your customers on the use & care of their homes. The videos provide your customers with a convenient on-line option that can remove the challenges associated with scheduling & performing home orientations. In addition, a reference library of informative and entertaining video segments is available to your customer 24/7. Each video is focused on proper operation, preventative maintenance and troubleshooting.  Inov8tiv Home Solutions is sure to streamline your maintenance operations, deliver a c ... (view full description)

Gashar Dixon

Anglestone Real Estate Venture Partners

Mr. Dixon started his career as a sales associate with Massey Knakal, a commercial and investment real estate brokerage. He worked in the Eastern Queens territory and helped the company expand into Nassau County, NY. While at Massey Knakal, he started Anglestone Acquisitions, a boutique real estate syndication firm that invests in distressed multi-family properties in New York City and the Capital Region of New York. In 2008, Mr. Dixon was awarded Top 30 under 30 honors in New York City Commercial Real Estate by Real Estate New York Magazine. He is also a CCIM candidate, a licensed Real Estate Broker and Instructor. Mr. Dixon is graduate of West Virginia Wesleyan College, where he earned bot ... (view full description)

Michael Drew

Real Estate Done 4 U

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

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

Brittney Fairweather

Chief Bus. Development Officer
Aureus Finance Group

Ms. Fairweather is responsible for managing overall growth, strategy and investor facing communications. She possess a thorough understanding of real estate investment strategies and operations, private money lending, online auction operations and process management. Her demonstrated success in planning and executing marketing and sales strategies with measurable results, both individually and as an executive in charge of sales and marketing has led to an extensive career in the Residential Real Estate Investment sector. As a founding member of the Genesis group of companies, she was integral in the creation of their platforms. She developed and directed virtually all aspects of loan origina ... (view full description)

Art Falcone

Encore Capital Management

Arthur J. Falcone has over 35 years of executive experience and a proven track record of success. Mr. Falcone brings tested leadership, an entrepreneurial spirit and unparalleled expertise in all areas of real estate to his role overseeing the Falcone Group. He has diverse and extensive experience in the management of purchasing, financing, and developing all real estate product types. Mr. Falcone is a Principal Partner of Encore Housing Opportunity Funds I and II. These are two opportunistic funds with private equity totaling 700M. Mr. Falcone works closely in the management of Encore which is a seasoned residential real estate development and investment firm, with land acquisition, develop ... (view full description)

Dave Feldman

EVP, Strategic Operations & Acquisitions
Progress Residential

David Feldman – Executive Vice President, Strategic Operations & Acquisitions.  Mr. Feldman oversees Progress Residential’s acquisitions, asset management, and central operations groups.  During his tenure he has overseen the acquisition and stabilization of more than 15,000 single-family residential units.  Prior to joining Progress Residential, Mr. Feldman was head of acquisitions for Haven Realty Capital (“Haven”), a vertically integrated owner-operator of management intensive single-family and multifamily real estate.  During his tenure, Mr. Feldman expanded Haven’s single-family rental platform into three states and seven markets, investing more ... (view full description)

Ben Fertig

Constructive loans, LLC

Kathy Fettke

Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Michael Figueroa

Intuitive Capital Strategies

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

Brian A. Flaherty

Chief Operating Officer
Global Strategic Business Process Solutions Inc.

Brian A. Flaherty, Chief Operating Officer Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA.  Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO.  In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider.  Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)

Drew Flahive


Drew Flahive serves as President of Amherst Residential and leads Amherst's initiative to design and implement debt and equity financing strategies for its rapidly growing single-family rental business. Drew joined Amherst from Goldman Sachs, where he’d been since 2004, most recently serving as a Managing Director and head of the real estate equity capital markets group. While at Goldman, Drew led more than 150 transactions totaling more than $90 billion, including offerings for real estate investment trusts in the single-family rental sector. Drew is a Chartered Financial Analyst (CFA) holder and has a BBA from Texas Christian University. 

Rich Frank


Rich is the Chief Financial Officer for Tricor, a national contractor dedicated to servicing institutions and investors. Our team members have been working with the largest funds in this asset class since the inception of the class. In addition to the many MSAs we have operated in traditionally, we are very excited about or capabilities in the North East region. Are you acquiring assets in Pennsylvania, Maryland, Delaware, New Jersey, or another NE state? Let us help. Of course we can also support in the sunny states from Arizona to Florida and the Mid-West. Having managed thousands of renovations in this space nationally; Our team is widely considered atop the nation ... (view full description)

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group

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

Rob Fuller

ROI Property Group, LLC

Rob Fuller’s real estate experience includes deal-sourcing, structuring new transactions, deal flow,  raising equity, financing, due diligence, acquisition,  operations, development, building, disposition, and financial management.

Rob began investing nearly 15 years ago in residential real estate across many national markets. He  formed ROI Property Group in 2015. He has bought and heavily renovated over 400 properties.  He has owned and managed over $100,000,000 in projects with an additional $200,000,000 to be completed within the next 3 years. ROIPG develops and builds subdivisions in Colorado, Northern California, and  the Southeast.

Sean Galaise


Sean Galaise is responsible for driving new growth and strategic partnerships in all business lines of NRES. With over 18 years of real estate experience, Galaise brings a wealth of knowledge and talent to NRES and its affiliated companies. Drawing on his network of relationships, comprehensive experience and proven performance, Galaise has been instrumental in creating opportunities and partnerships that have led to significant growth and profitability throughout NRES' business lines. Prior to joining NRES, Galaise held several roles in capital markets, servicing, default & REO management, compliance, vendor management and alternative disposition with leading companies such as Vericrest ... (view full description)

Jared Garfield

ROI Property Group Management

Antoine Gendre

Ameristar Groupe

Antoine Gendre is the owner of Ameristar Groupe, a real estate acquisition, development, and management company specializing in providing stabilized assets to independent investors world wide.  He recently published  Cash flow from day 1, a comprehensive guide for anyone looking to enter the section 8 investment world.  With the management of over 1000 single family homes, his mission is to grow onto all major us markets to allow investors to benefit from Section 8 subsidies and obtain higher returns on investment. 

Michael Gifford

Director, Strategic Accounts

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

Steven Glener

SVP/Director of Programming
Information Management Network

Abhi Golhar

Managing Partner
Summit & Crowne

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

Ned Grace

Ausmerica LLC

Ned Grace is the founder and managing partner of Ausmerica LLC, a South Florida real estate investment company focusing primarily on long-term cash-flow residential properties with a portfolio including both single and multi-family units. Ned is also a partner at KangaRent LLC, owner of Kanga Property Management and KangaRealty, top property management and real estate brokerage businesses based in West Palm Beach. Prior to real estate investment and management, Ned was an Analyst at Millennium Partners, a top-performing, multi-strategy, global Hedge Fund. Ned was responsible for sourcing and maintaining public equity investments throughout all segments of the c ... (view full description)

Chris Graeve

Chairman & Founder
RE-build Properties

C-level executive with 20+ years experience. Expertise in start-up environments, capital deployment, and strategic re-design. Proven ability to accurately define real estate values and prospects, leading teams within innovative business models. Demonstrated skill in investor and operational management, dual positive outcome negotiation and cash flow planning while still keen on staff selection, training and development. An high-performing, innovative and cross-functional leader in the entirety of the real estate space vested in both financial and personal success of his enterprise as well as the entire team.Transforming Both Commercial  and Residential Properties ... (view full description)

James Graff

Co-Head of Real Estate Investment Banking
Raymond James & Associates

James Graff joined Raymond James in 2001 and has spent the majority of his career in the Real Estate Investment Banking Group covering REITs, lodging companies and home builders. He has managed more than 100 equity transactions that raised over $15 billion in various forms of capital in the public and private markets, and he has represented clients in numerous M&A transactions worth in excess of $3 billion. Prior to joining Real Estate Investment Banking, Mr. Graff worked at Raymond James Capital, a middle-market merchant banking fund, and at Robertson Stephens and Merrill Lynch investment banking, where he assisted clients in executing several mergers and acquisitions, public offerings ... (view full description)

Randy Hagedorn

President & Chief Executive Officer

Mr. Hagedorn is an industry veteran in the single-family rental space with investment and operating expertise. Most recently, Mr. Hagedorn helped Lennar (NYSE:LEN) craft and launch its single-family initiative. Mr. Hagedorn has also been responsible for the development and implementation of a nationwide acquisition and disposition strategy for Tricon Residential Inc. (TSX:TCN). Under his guidance, Tricon acquired +9,000 homes for $1.4B through the acquisition of Silver Bay (NYSE:SBY) in mid-2017 and organically grew the portfolio to nearly 20,000 homes. Prior to Tricon, Mr. Hagedorn served as Director of Acquisitions for Broadtree Residential, LLC, where he led acquisitions and d ... (view full description)

John Halasz

US Home Aggregation

Mr. Halasz is responsible for managing US Home’s acquisition, renovation and renting of properties and the general management of the business.  Prior to US Home, Mr. Halasz was a Managing Director for a large aggregator of single family homes based in the Southeast.  Although his primary responsibilities were business development, he was actively involved in spot checking properties that were un-rented, touring homes in different stages of development and utilizing their proprietary technology to understand the direction of their markets, identify trends in purchase price, renovation and property management along with rental trends.  He is an opinion leader on Single Family Rental (SFR) spac ... (view full description)

JB Haller

US Inspect

Craig Halperin

Partner/ CEO
Marquee Investment Lending Services, LLC

Craig M. Halperin was born and raised in Atlanta, Georgia. After graduating with a B.A. in Business Economics from the University of Texas at Austin, Craig went on to study at the University of Georgia, Hirsch School of Law on scholarship, where he enrolled in a J.D./M.Ed. joint degree program. After graduation from law school, Craig practiced corporate law until making the switch to the practice of real property law in early 2006. Craig has acted as the Managing Partner and CFO of Halperin Lyman, LLC since its inception. Craig has successfully conducted thousands of closings for hundreds of different clients, working hand in hand with his real estate investors, their agents and brokers, con ... (view full description)

Douglas Hannah

Managing Director
Silverleaf Advisors LLC

As the founder of Silverleaf Advisors, Douglas Hannah continues to operate real estate investment strategies that require a disciplined approach to executing an investment plan. In the past 7 years, Silverleaf has successfully been an operator for strategies such as purchasing distressed loans and distressed real estate assets with a business strategy to clean up the asset and unlock the value. The Silverleaf platform historically provided liquidity events for banks needing to offload troubled loans and assets. The team underwrites legal and asset risk mitigation to minimize any downside exposure and manages the entire foreclosure and deficiency process. Today, we focus more on the risk ... (view full description)

Daryl Harrington

President & CEO
Flip Investment Group Inc

Daryl Harrington is President and CEO of Flip Investment Group Inc, a privately held investment firm with a focus on acquisition, redevelopment, and disposition of real estate assets nationwide for the past 24 years. In addition to the company's active Fix & Flip model, passive offerings include renovated turn-key rentals, passive Fix & Flip projects, and joint venture partnerships (debt & equity) for individuals, equity funds, and institutions seeking high yielding investments by simply investing capital while we do the rest. The company also offers training, coaching, and mentoring programs to investors and those seeking to learn the real estate investment business using our pr ... (view full description)

Matthew Hartley

CEO, Co-Founder
Prempoint Inc.

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

Mike Hayward

VP, Auction Operations

As the Vice President of Auction Operations at Xome, Mike Hayward serves as Xome’s licensed nationwide auctioneer and manages the company’s auctioneers, customer service and VIP Buyer Program.  Mike has spent his career working within many different facets of the mortgage industry, including default management, loss mitigation, originations and REO.  He began his work shortly after earning a Bachelor's Degree from the University of Oklahoma.  Prior to joining Xome in 2014, Mike worked in default management at GMAC ResCap. 

Aaron Hecht

Vice President-Equity Research
JMP Securities

Aaron Hecht is a Vice President and senior research analyst covering residential REITs and the residential real estate services industry at JMP Securities.
Aaron joined JMP in 2009 and has been instrumental in building out the firm’s healthcare real estate and homebuilding equity research franchises. Prior to joining JMP, he began his career at a private real estate fund within RS Investments that fund focused on the entitlement and development of master planned communities.
Aaron holds a BS in economics from the University of Southern California.

Marc Heenan

Head of Originations

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

Jack Helfrich

SVP, Retail Lending
Civic Financial Services

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


Rob Helmick

Real Estate Solutions

"Realty Rob" Helmick is CEO of Real Estate Solutions an SFR Fix and Flip company in Florida.  They are currently preparing to issue a "Flipping Fund" which will fund Fix and Flip SFR properties in Florida.  Mr. Helmick previously was the CEO of, a publicly traded NASDAQ company he started. He managed several private equity offerings and took ECLG public. He is an attorney and has served on the Board of Trustees of several Universities. Mr. Helmick obtained his BA Degree from Drake University and his J.D. Law Degree from the University of Southern California.

Alex Hemani

CEO & President
Ninety9 Capital

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

Steve Herbert

Business Development Manager

As the business development manager for residential new construction and non-owner occupied properties, Steve Herbert helped develop Nexia’s builder business into the nation’s market share leader for smart home systems. As a marketing and sales leader, Steve generates key market insights that lead to the development of new features and capabilities for the markets he serves. Steve is also responsible for working closely with Trane and American Standard heating and air conditioning, two other Ingersoll Rand brands, to enhance their systems with features like remote diagnostics and home automation.   Steve is a veteran of Silicon Valley, having managed multiple technology products ... (view full description)

Brian Hettinger


Brian has been involved in all phases of the construction industry for over 16 years, from project scheduling and estimating to painting and drywall. He holds degrees from University of Wisconsin in both Commercial Architecture and Construction Management with a minor in Business. Brian along with his three partners formed Recromax in 2012 providing restoration, rehab and repair services developing a team that is dedicated to problem-solving, pride in work, professionalism, trustworthiness, honesty and integrity, with a service-minded attitude.  Brian has an exceptional combination of educational and workforce experience with an energetic and highly motivated attitude, lending creative and e ... (view full description)

John Hirschfeld

Chairman & CEO
HomeRiver Group

John D. Hirschfeld is the Chairman and CEO of HomeRiver Group, one of the largest property management platforms for single and small multifamily family rentals in the US, with over 35,000 homes under management in 30 states. As a complementary vertical to its property management business, HomeRiver also invests in assets directly on behalf of itself and institutional investors. John has executed over $10 billion of transactions in his career, which has included running Citigroup‘s Global Real Estate Equity and Structured Finance Group, running Eastdil Secured’s Corporate Real Estate Group, holding other senior real estate finance and investment positions, and practicing law.  Immediate ... (view full description)

William Holly

Managing Member
Holly Nance Group LLC

Jonathan Hornik


Jonathan Hornik is a founding partner In the law firm of LaRocca Hornik Rosen Greenberg & Blaha (LHRGB) where he serves as co-chair of the Real Estate and Finance Department. His practice concentrates in the financing, investment and acquisition and generation of mortgages, mortgage pools and other real estate and commercial transactions. He and his team are experts in closing hard money deals and advising private lenders nationwide.   Mr. Hornik has successfully handled many significant financing, real estate and other corporate transactions over his career. He has advised his clients in all aspects of transactional real estate and corporate matters, including, p ... (view full description)

Tim Horvath

Director, Affiliates & Properties
Real Wealth Network

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

Bill Humphrey

Co-Founder & CEO
New Direction IRA

Bill Humphrey is the co-founder and CEO of New Direction IRA. In this role, he oversees all facets of New Direction IRA including accounting operations, education and client services.  Bill is recognized in the industry as an expert in self-directed IRAs, HSAs and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments.  Bill has taught courses on retirement plan investment rules to investors, CPAs and investment professionals through a variety of venues including the University of Denver School of Law. An experienced Certified Public Accountant, Bill has focused on income tax, auditing, tax-related real estate issues and forensic accounting for more than 20 y ... (view full description)

Michael Kalis

CEO and President
Copper Bay

Mike Kalis is the President and CEO of Copper Bay.  Copper Bay works to aquire land, develop, build homes and then rent and manage those properties.  Currently, Copper Bay manages over 450 single family homes and is added 15 to 20 homes a month in a very measured fashion in the Michigan and Indiana markets.   Prior to running Copper Bay, Mike started Marketplace Homes, a brokerage that manages properties in 38 markets believing that numbers should determine investments, not geography. Marketplace Homes currently manages over 3,000 single family homes across the country, and has completed over $2 billion in new home sales.  Our consumer product provides guaranteed rental income to ... (view full description)

Danny Kattan


Mr. Kattan has more than 15 years of experience in Real Estate. He has acquired more than 2000 single-family and multifamily units and has extensive knowledge of the different variables that affect the market. He was instrumental in the financing and re-financing PIA’s portfolio and was responsible for structuring more than $250 million in non-recourse debt.  Mr. Kattan founded Sell2Rent to disrupt residential real estate by making a sale-leaseback a mainstream alternative to selling a home. S2R connects homeowners that want to sell their home with investors who want to acquire properties and rent them out. Homeowners will stay as renters and investors acquire rental properties where tenants ... (view full description)

Lee Kearney

Southeast Property Investments Network

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

John Keeton


John Keeton has worked exclusively for real estate focused firms (hedge fund and private equity) since 2003. Since 2009 he (and his affiliated firms) have bought over 1,300 homes primarily in Arizona and Florida. He also has been the head trader for a REIT focused RIA whose assets were in excess of $900 million. His career also includes an internship at Lehman Brothers in New York and Dallas and a position in Boston with Atlantic Trust Company (formerly Pell Rudman Trust Company), a wealth management company with over $12 billion in assets. He holds a Bachelor of Arts in History from the University of Texas at Austin and a MBA in Finance from the McCombs School of Business at the University ... (view full description)

Chris Kemper


Jason Kendall

Director of New Program Development
Alacrity Services

Brett Kersh


Mr. Kersh leads the Palmetto Property division’s day-to-day operations and oversees all construction, property managers and portfolio build-out implementation.  Mr. Kersh has worked in the institutional asset management industry since 2010. Prior to joining Palmetto, Mr. Kersh ran Field Operations for an asset management group in Atlanta, GA at which that portfolio was the largest single family residential sale in the United States at that time.  Mr. Kersh moved on to BLT Homes as a General Manager in there Columbia, SC market.  In that time Mr. Kersh built a stabilized portfolio that sold for over $35,000,000.  Mr. Kersh would go on to assisting other institutions setup there operatio ... (view full description)

John Knab

Managing Director
Americas Housing Alliance

John M. Knab has been appointed Managing Director of Americas Housing Alliance Fund in June 2012; the Company  acquires single-family rental residential properties. The Fund supplies SFR Class B+ homes to those Funds, REITs and investors with turn-key offerings at discounted pricing from valuations. The current cities being serviced are St. Louis, Birmingham, and Chicago. Email me at or call at 801.541.0025.

John M. Knab
Managing Director

Aaron Kuney

Piedmont Asset Management

Mr. Kuney is a real estate investment and operations executive with more than a decade of experience in investment management, capital markets, asset management, portfolio management, brokerage, construction management, and property management across the single-family and multi-family asset classes. In 2010, Mr. Kuney began working with the founders of Sylvan Road Capital and HavenBrook Homes to develop an institutional single family rental (SFR) platform. As Executive Director of Acquisitions at HavenBrook, he oversaw the acquisition of over 4,500 assets across five states totaling approximately $600 million. Most recently, Mr. Kuney founded Piedmont Asset Management, a real est ... (view full description)

Merrick Lackner

Rently Keyless

Dan Lain

Tennessee Home Buyers

Craig Lasson

SVP, Business Development
Red Bell Real Estate

Mr. Lasson is the Senior Vice President of Business Development for Red Bell Real Estate.  Craig is responsible for business development including demonstrations, trainings and client relations for the family of Red Bell companies.  Craig started with the family of companies in 2007 and has worked in several different positions including the Valuation Department, Property Preservation team, Pyramid Platform system and managing REO properties as an asset manager and sales manager.  Prior to joining the Red Bell family of companies Craig worked as a realtor in the Salt Lake City area.  Mr. Lasson holds a BS from Utah Valley University where he majored in Business Management. 

Andrew Lester

CCL Capital Management

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

Linda Liberatore

Secure Pay One

Hi I am Linda Liberatore, I assist busy real estate investors with a strong desire to grow their portfolio and take the next steps to build their real estate empire. I am the founder and president of My Landlord Helper Secure Pay One, a unique virtual assistant software and service solution for DIY real estate investors. My clients rate us the # 1 solution for turning challenging headaches into happiness! We offer multiple payment platforms to ensure timely payments based on your investment area. We provide personalized follow up on payments, violations and legal notices. We work together with your maintenance team to keep track of all work orders/service issues and follow up on city and/or ... (view full description)

David Lichtenger

Managing Partner
Intrepid Capital Investments

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

Clay Littlefield

Alston & Bird

Micaela Lumpkin

Chief Credit Officer

Micaela Lumpkin is Senior Vice President, Head of Term Loans at CoreVest Finance. She is responsible for managing the operations of term financing products. Prior to joining CoreVest, Ms. Lumpkin was a Senior Associate at Orrick, Herrington & Sutcliffe LLP, practicing in the Real Estate and Finance group, where she focused on the acquisition of distressed debt, as well as both mortgage and mezzanine financing. Ms. Lumpkin received her J.D. from Georgetown University Law Center and her B.A. from the University of Virginia.

Ryan MacDowell

VP, Operations
Property Masters Inc

Ryan is a second-generation home builder, licensed Residential General Contractor, and Real Estate professional born and raised in Marietta, GA. While attending college, he developed and refined his skills in Project Management while building and managing new construction subdivisions throughout the metro Atlanta area, before making custom home building his career. Ryan is the Vice President of Operations for Property Masters, Inc. with 15+ years of personal experience in the residential construction and REO mortgage industry. He focuses on streamlining processes that advance functionality, spark creativity, improve efficiency and promote productive growth.

Roseline Maney

Administrative Vice President
Wilmington Trust

Ron Mass

Managing Principal
Almitas Capital

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

Jack McCabe

McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting ( ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.   The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (view full description)

Missy McCall

Retire With Real Estate

Missy McCall, CEO RetireWithRealEstate.Biz   Missy McCall brings more than 19 years of investment real estate, property management, and private investment fund management experience to her role as the CEO of one of the country's premiere true turn-key investment real estate providers.  McCall's property management company currently manages over 1300 single family homes in the Cincinnati & Dayton Metro Ohio Market with an average occupancy rate of 98% or greater. A nationally recognized educator, speaker, and author Missy shares her time tested processes, procedures, knowledge, and tools for success in this industry with property investors and managers.  Her method ... (view full description)

Tucker McDermott

Head of Residential Sales
SMS Assist

Tucker McDermott is Head of Residential Sales at SMS Assist and is responsible for developing the company’s client base of institutional SFR investors, property managers, REO management companies and other entities managing large distributed portfolios of residential properties.  SMS Assist is a Goldman- and Pritzker-backed firm that is disrupting traditional approaches to repairs & maintenance and turns & rehabs.  SMS uniquely integrates software/mobile tech with boots-on-the-ground services to deliver  unprecedented transparency and accountabilty which ultimately drives superior maintenance performance and cost savings.  SMS manages maintenance services on over 100,000 SFR homes ac ... (view full description)

Kelly McDonald

VP, Residential Debt

Ryan McFarland

Best Biz Advisors

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

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

Bruce W. McNeilage brings 31 years of financial and real estate investment experience to his role as President of Kinloch Partners, LLC and Kinloch Homes, LLC. Kinloch owns assets throughout Georgia, South Carolina and Tennessee. Prior to launching Kinloch Partners LLC and Kinloch Homes LLC, McNeilage was a partner in DEL Real Estate, LLC and was a Chartered Financial Consultant with Wealth Management Group of Tennessee/LPL Financial and was Managing Partner with Wealth Management Group of Florida, Inc./LPL Financial. McNeilage holds a Bachelor of  Science degree in Economics from Florida State University. He is also a Chartered Financial Consultant. McNei ... (view full description)

Jason Medley

The Collective Genius Mastermind

Jason is the founder of The Collective Genius Real Estate Investing Mastermind  also known as "The Elite Investor's Board Of Directors".  The Collective Genius consists of 130 of the nation’s Elite real estate rehabbers, wholesalers, and turn-key providers that meet quarterly where they help each other scale by sharing all of their strategies, systems, data and resources with each other. Typical Collective Genius members flip between 50 to 600 homes a year in addition to holding and or managing sizable rental portfolios.   In addition to sharing strategies, systems and resources, Jason has created an environment where there is a tremendous amount of deal flow and joint venture ac ... (view full description)

Sharad Mehta

Max Properties

Sharad Mehta grew up in India and moved to US after high school and graduated with his degree in Accounting from Baruch College back in 2005 and has several years of experience in accounting. He worked first for a Fortune 500 Pharmaceutical company and then for one of the largest Accounting firms in the world before setting his sights on real estate investment. Sharad began investing in real estate with a worst-case-scenario proof plan. He used his personal money, not debt, to purchase properties in promising communities. Since then, he has reinvested his money and grown his portfolio to over 50 properties – most of which are owned free and clear. Today, his company, Max Properti ... (view full description)

Steven Mikuzis

Carlson, Mikuzis & Taylor, Inc

Steven Mikuzis is a principal of Carlson, Mikuzis & Taylor, Inc., an independent property & casualty insurance agency based outside of Chicago, IL.  While Steven’s clients come from an array of industries, he focuses on servicing the insurance and risk management needs of real estate owners/developers and the food and beverage industry.  Steven is also a partner in the law firm Balourdos & Mikuzis, LLP.  Steven’s legal practice focuses on insurance coverage and real estate based litigation. 

Michael Miller

Chief Marketing and Production Officer
5 Arch

Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lennar, and Tishman Speyer.  

Shawn Miller

5 Arch

Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also co­founded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles ­based bankruptcy firm. Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)

Joakim Mortensen

Chief Client Officer

Joakim Mortensen has 20 years of experience in the finance industry and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed more than $10 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for (a joint venture between LNR Property and Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instit ... (view full description)

Joe Mueller

Founder and CEO

Joseph Mueller founded TANIS Group LLC in 2003 for the sole purpose of the acquisition, management, and disposition of investment real estate in the Chicago area. Working heavily in the REO field, TANIS Group and Joe Mueller have closed over 3000 REO properties within Illinois and Wisconsin area. Joe has worked with several institutional investors in portfolio building, giving him keen insight into the needs and expectations of these specialized type buyers and their investment strategies. Due to REO to Rental demand, Joe and his team at TANIS formed a full time acquisition team, software policies and procedures, and simplified the purchase, management, and sale process for ease of use for i ... (view full description)

Robert Mulcahy

Managing Partner

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

Robert Napolitano

CEO & Founder
Napolitano Family Venture Capital

Since 2001 Robert Napolitano has been an innovative expert in the Mortgage Lending Industry by being involved in originating, underwriting, and working out over $100M in mortgage debt. Since 2006, Mr. Napolitano has been more proactively participating in mitigating and resolving the ongoing financial crisis by sharing his expertise and intimate knowledge about the nuances and technical intricacies of the real estate mortgage financing industry with industry professionals nationwide.  His breadth of experience and knowledge has allowed him to develop a Litigation Support and Advisory Firm along with Continuing Legal Education (CLE) content accredited by multiple state bar a ... (view full description)

Matt Neisser


Mr. Neisser is the CEO and Co-Founder of LendingOne.  He has scaled the platform into one of the largest and fastest-growing private lenders in the country and has worked across all facets of the firm. Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at a regional commercial real estate firm that handled office, industrial, retail, multi-family and land. Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career. Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coupled this with his range of experiences in the real estate market from owning, selling, and leasi ... (view full description)

Charles Nelson

Radius Renovation Group

Charlie Nelson is the Executive Vice President of SGF Contracting Services, Inc., a growing woman-owned re-hab, renovation, and repair services company with a significant presence in multiple states. Our clients include property owners, investors, mortgage servicers and real estate brokers. SGF offers a comprehensive suite of services designed to improve and maintain our clients’ real estate assets with the goal of restoring and enhancing the value of each property on which we work. We excel at providing professional, quality workmanship in an environment of transparency and streamlined communications. A graduate of Purdue University, Charlie has many years of senior ... (view full description)

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor him ... (view full description)

Keith O'Donnell

VP & General Manager
Laudan Properties

Keith O’Donnell is VP and General Manager of Laudan Properties. LLC, a field services company offering property inspections, preservation, and REO, repair and rehab services.  Keith joined the Laudan team in 2013 and, since his arrival, Laudan has been recognized by the Weatherhead 100 and Inc. 5000 as one of the fastest growing companies in Northeast Ohio and America. Prior to joining Laudan, Keith held the positions of VP of Supplier Relations and VP of Inspections with LPS Field Services from 2007 to 2012 and VP of Operations at JGM Property Group from 2012 to 2013. Prior to entering the field services industry, Keith worked in the mortgage origination industry from 1987 – 2007, most rece ... (view full description)

Kevin Ortner

President & CEO
Renters Warehouse

President and CEO of Renters Warehouse, Kevin Ortner first joined the company in 2009 as a franchisee for the Phoenix region. After the retirement of founder Brenton Hayden, Ortner went on to take the reins of the company, helped see it through monumental growth and helped double their total number of franchisees in the country since 2013. In 2015,  Kevin was honored with both an American and International Stevie Business Award for his achievements as Executive of the Year. With Kevin at the helm, Renters Warehouse secured elite honor roll status on the prestigious Inc. 500|5000 list of fastest growing privately held companies in America for its sixth consecutive year.     Kevin’ ... (view full description)

Steve Outslay

VP Sales, Property Management

Steve Outslay is a Vice President at PointCentral, the leading provider of cellular-based keyless Smart Home solutions. PointCentral enables building owners and managers to remotely control access and energy use across all properties. PointCentral is a subsidiary of, a publicly held company and the leading provider of Smart Home security systems for consumers with over 2.4 million customers nationwide. Prior to joining PointCentral, Steve spent two decades with Supra Products providing lockboxes to over 90% of Realtors in the U.S. As the Vice President of the Real Estate division, Steve helped to design the world’s first electronic lockbox for the Real Estate Industry and he holds ... (view full description)

RJ Palano

Director of Acquisitions
Buy Cash Flow Properties

R. J. Palano has acquired and sold properties in 12 states and over 50 cities throughout the U.S.A. He bought his first house in 1977 and started acquiring foreclosures in 1979 in Western New York. By the late 1980's he owned and managed over 300 houses. Mr. Palano's property management experience spans over 40 years and he's been involved in over 3,000 real estate transactions.   Currently R. J. Palano is the Acquisitions Director of Buy Cash Flow Properties, a Tampa-based company that primarily provides turnkey houses for investors in the metropolitan Atlanta and Tampa Bay areas. Since 2012, Buy Cash Flow Properties has acquired and sold over 1000 houses in the Atlanta area to ... (view full description)

Shea Pallante

Sprout Mortgage

Shea Pallante is the President of Sprout Mortgage, the leading provider of rental and Non-QM loans. Previously, Shea was Managing Director at CIVIC Financial Services where he helped the one time start up become an industry leader in originating business purpose loans. Shea has over 18 years of experience in the residential mortgage industry with a focus on sales, acquisitions/dispositions, asset management, and strategic planning. Shea holds a degree in Labor Law from Pennsylvania State University.

Sonal Patel

Managing Director
BNY Mellon

Sonal Patel is currently the US and Americas Business Development Group Head for Corporate Trust.  She works with collateral managers, hedge funds, private equity firms, investment banks, corporations, and law firms to develop a portfolio of Corporate Trust services. She focuses in the areas of structured finance, loan and debt solutions. She is a key thought leader within BNY Mellon with a strong view on evolving client and market needs. She also serves on BNY Mellon’s WIN Executive Committee, an employee resource group that promotes women’s career development.   Ms. Patel joined BNY Mellon in 2000 and has since held numerous key business development roles In Corporate Trust. He ... (view full description)

Gideon Pfeffer

Managing Partner
The GSH Group

Gideon has been involved in opportunistic real estate investing for more than a decade. As the Managing Partner of The GSH Group, Gideon is responsible for strategic partnership initiatives and ventures, financing and debt opportunities, overseeing investment performance, strategic partner’s performance, and approving decisions on investments and acquisitions. Gideon also oversees daily operations.   Prior to GSH, Gideon operated a highly successful aggregation and renovation firm focused on single-family homes in the Midwest and Southeast. Between 2010 and 2016 Gideon’s company purchased, constructed, renovated, managed, and/or sold thousands of single-family homes. Using ... (view full description)

Cortland Plichta

General Partner
Cheeto Homes, LLC

The Managing Partner of Cheeto Homes, LLC., Cortland Plichta the company is involved in the development and construction of single family homes in Metro-Atlanta. 

Cortland Plichta has been investing and managing real estate since 2005. Since that time he has bought and sold over 2,000 properties throughout the Southeastern U.S.

Cortland Plichta attended Kettering University in Flint, MI and received a Bachelor’s Degree in Management Information Systems.

William Powers

RTO Property

Founder and President of RTO Property LLC. RTO Property provides a single source solution for real estate investors to purchase local real estate for Buy-N-Hold portfolio as well as Flip investments. RTO Property will identify investments, redevelop property, prepare the property for rental or sale, and manage the property or sell it. RTO Property has managed the purchase, redevelopment and disposition of more than 300 properties.  We are expanding our rental portfolio in SWF with BTR units in 2022.  

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to joini ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings

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

Padma Rajagopal

Vice President-Senior Analyst
Moody's Investors Service

Greg Rand

Chief Strategy Officer
Renters Warehouse

Greg Rand joined the Renters Warehouse in 2018 as the Chief Strategy Officer and is responsible for the national sales organization and Investor Marketplace. His mission is to create a new category of real estate invesstment broker and an online experience for consumers who wish to plan and execute their long term real estate investment strategy. He joined Renters Warehouse with the acquisition of OwnAmerica, the online investment marketplace he founded in 2010. Prior to that he was the managing partner at Rand Realty, a top 50 real estate brokerage nationwide. Greg authored the book Crash Boom! and is a regular contributor on cable business news.

Ed Renwick

Raineth Housing

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

Jim Robinson

REIMidwest, LLC

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

William Robison

Principal and Founder
Storybook Realty/Plaid Mgmt

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

Lee Rogers


Lee Rogers serves as the President of realprotect, a division of The Norton Agency, a third generation Real Estate and Insurance Brokerage.  realprotect was formed in 2014 to address the emerging opportunities in residential real estate investment. Lee works with real estate investors, lenders, property managers, and marketplace platforms to provide insurance and risk management solutions. Lee and the realprotect team insure over $7 billion dollars of residential real estate throughout the United States, and he is regularly a panelist and contributor, providing insight into the insurance industry's view on the risks associated with residential real estate investment.  He resides in Gainesvil ... (view full description)

Engelo Rumora

Ohio Cashflow

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

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

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

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

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

Marco Santarelli

President & Founder
Norada Real Estate Investments

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

Fabrizio Santoro

ALTO Investments

Max Sauray

VP-Senior Analyst
Moody's Investors Service

Justin Savich

Founder & CEO
Simplicity Funding & Holdings

Founder & CEO of Market Tampa Investments Justin Savich is described by his friends and colleagues as a serial entrepreneur. Upon graduation, Justin acted as Investor Relations at a Land Development & Construction company. Not long after, he was recruited to be the regional head of land acquisitions for a worldwide commercial real estate services firm. After founding Market Tampa Investments, a private equity fund, which acquired, funded, and sold single family residential homes, he created the opportunity to have private capital partners in Joint Venture Transactions. This allowed Market Tampa to build a scalable pipeline that would transition the company to it’s next stage. In 2011 ... (view full description)

Shmulie Schochet

Chief Executive Officer
East Point Systems

Shmulie Schochet is the CEO of East Point Systems, the largest technology platform in the Mortgage Field Services Industry. Experiences include working at regional preservation companies and along side many of the national vendors in the Mortgage Field Service space.    Throughout this incredible journey and learning experience, I came to realize that the industry still had a lot of room for fundamental growth and improvement. For years the industry had been grappling with the technological demands of the modern business world, and the need for a more proficient and adept software solution was becoming more necessary than ever. Such a product needed to include a high-speed cloud- ... (view full description)

Phoebe Schreiber

Head of Institutional Portfolio Management
Streetlane Homes

Greg Schwartz

Director of Asset Management
Transcendent Investment Management & Build US Back

Rick Sharga

Executive Vice President

Rick is the Executive Vice President of Market Intelligence for ATTOM, a market-leading provider of real estate and property data, including tax, mortgage, deed, foreclosure, natural hazard, environmental risk, and neighborhood data. One of the country’s most frequently-quoted sources on real estate, mortgage and foreclosure trends, Rick has appeared on CNBC, CBS News, NBC News, CNN, ABC News, FOX, Bloomberg and NPR. Rick is a founding member of the Five Star National Mortgage Servicing Association, on the Board of Directors of the National Association of Default Professionals, and was twice named to the Inman News Inman 100, an annual list of the most influential real e ... (view full description)

Shaun Shenouda

REI Program Manager,COO
SES Risk Management

COO of SES Insurance, where he is primarily focused on delivering customer value through innovation and service excellence.
Shaun has over 15 years of experience offering master-policy Property & Casualty insurance, service and technology to financial institutions.  Prior to joining SES, Shaun held the position of Senior Vice President of Integrated Solutions and Analytics at QBE, where he was focused on business transformation, customer experience optimization and M&A integration initiatives.  

Shaun has a degree in Management Information Systems and received his MBA from Pepperdine’s Graziadio School of Business and Management.

Alex Sifakis

JWB Real Estate Capital

Alex Sifakis is a founder and the President of Jacksonville Wealth Builders (JWB), a vertically integrated single family real estate investment company located in Jacksonville FL. JWB provides acquisitions, rehab, and property management services to a wide array of buyers, as well as manage their own rehab-to-rental Fund. With 7 years (and ~700 houses) of single family experience, and an in-house acquisitions department, construction company, and property management company, JWB is able to procure houses that provide superior returns to what is readily available in the marketplace. JWBs experience extends to all types of houses and areas, A-D (although historically have focused mainly in C & ... (view full description)

Chris Skardon

Managing Partner
Gorelick Brothers Capital

Chris is Co-Managing Partner at Gorelick Brothers Capital (GBC) in Charlotte, NC. He is CIO/Portfolio Manager for the Morrocroft Funds, focused on SFR. GBC is interested in purchasing single family houses as a buy and hold investor, including 1x1, bulk and BTR. Target markets include: Atlanta, Charlotte, Indianapolis, Minneapolis, Dallas, Houston, Baltimore, Jacksonville, Tampa and Orlando. Chris can be reached at

Douglas Skipworth

Co-founder & Principal Broker
CrestCore Realty LLC

Since 2007, Douglas Skipworth, CPA, CFA has purchased hundreds of buy-and-hold rental properties for himself in Memphis, TN, and his company, CrestCore Realty, manages all of his properties and thousands more for investors all around the world.

Marshall Sklar

Florida’s Best Realty &

Marshall Sklar was born and raised in Hewlett, New York and later moved to Boca Raton, Florida where he graduated from Florida Atlantic University.  Since childhood, Marshall has been a master of focus and accomplishment.  It was in his freshman year of college that he discovered his passion for real estate mentorship, management and investment.  While in school, Marshall co-founded numerous real estate related start-ups including an off campus housing website which is the foundation of his career.  This venture would eventually become one of the leading sources for off campus housing solutions in South Florida and was awarded 1st place in the 2009 FAU Business Plan Competition.  Thi ... (view full description)

Ben Smith

Director of Investor Relations
Real Wealth Network

Ben has been an active real estate investor for over 25 years, buying and rehabbing dozens of properties in California, Arizona, and Florida - both long term holds and flips. Before joining the internal team, Ben was a Real Wealth Network member and purchased investment properties in Ohio and Pennsylvania.  In April 2016, his family sold their East San Francisco Bay home and moved to the Gulf Coast of Florida, adding FL to the list of states where he owns houses, where he has since purchased additional investment properties. As Director of Investor Relations, Ben helps RWN members create unique investment plans through personalized strategy sessions. He also travels the country to meet ... (view full description)

Doug Smith

Portfolio Manager & COO
Castle Rock Capital Management

Doug Smith spent 30+ years in Private and Commercial banking and serves as the Chief Operating Officer for Castle Rock Capital Management. Castle Rock started more than a decade ago to manage distressed loans, develop residential real estate, and provide loans to real estate investors and flippers. Doug manages the lending side of the company. He’s always looking to meet new lenders to broker loans through or capital providers to develop new lending programs with. He would also love to chat with capital and asset providers to hook up with our real estate development and flip sides of the business.  Smith started his career with Norwest in the St. Louis market where he cut his tee ... (view full description)

Wayne Snell

Managing Director
Platinum Ventures

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

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

Matt Sneyd

The Muve Group

Matt Sneyd is a long time running members of The Muve Group and founded the group back in 2006. At 19 years old, Matt partnered with Greg and created a real estate investment company that started reviving homes all around the Salt Lake Valley. Matt believes in “copying genius, not creating mediocrity” and has learned the real estate business from the industry’s best. Matt’s use of data analysis for property acquisitions gives him a competitive edge. He also specializes in conceptual design work for remodel properties. Matt’s continued education and understanding of the real estate market allows him to hold a competitive advantage. As of late, he has started to specialize in commercial develo ... (view full description)

Michael Soni

Senior Advisor
Advisory REI

Michael is currently the Senior Advisor of Investments for Reven Housing REIT, Inc.  Michael has experience spanning both equity and real estate markets while working with some of the world's leading private equity firms, funds, and family offices. Michael's current real estate focus is residential rented single family where he has acquired 700 homes in eleven states since 2011.  Additional real estate experience includes multifamily, hospitality (stand alone hotels upper and luxury), extended stay, limited service; other mixed use developments- including retail and office. Michael was previously Managing Partner of Hospitality Investors Group, a specialist private equity investment and advi ... (view full description)

Tommy Sowers


Tommy Sowers (born February 23, 1976) is the CEO of GoldenKey Network, Inc. He previously served as the Assistant Secretary for Public and Intergovernmental Affairs at the United States Department of Veterans Affairs and as a McKinsey & Company management consultant. He was the 2010 Democratic nominee for the U.S. House of Representatives in Missouri's 8th congressional district and is a former U.S. Army Special Forces officer.

Haendel St. Juste

Managing Director- REIT & Homebuilders Research
Mizuho Securities USA Inc.

No biography specified

Howard Steinberg

Co-Founder & Managing Partner
Revest Asset Management

Howard is the Co-Founder of Revest Asset Management, a South Florida Aggregator and has more than 20 years of investment experience in Canada and the US, including being the founding Palm Beach Financial Solutions, a Florida-based purchaser of distressed single family homes. Prior to PBFS, Howard was President of The Rose Corporation, a Toronto-based real estate developer and lender. Before that, Howard ran the Canadian office of Fortress Investment Group. Howard has previously held senior finance positions at GE Capital (National Restructuring Group) and RBC Capital Partners (Managing Partner). Howard has an MBA from the University of Western Ontario and is a CFA Charterholder.

Stuart Steinberg

Head of Property Management & Construction
Community Partners

Stuart Steinberg has been involved in both residential and commercial real estate for the past 30 years. Currently Mr. Steinberg has been focused on Foreclosure and REO property within the Southern Florida market since 2010. Working with Community Partners in stabilizing residential property for investors, Mr. Steinberg has acted as both the contractor and property manager. As a Certified Building Contractor his experience covers not only the complete rehab of each unit but as well the maintenance of all the property.

Jackson Su

Managing Partner
Bridge Tower Partners

Mr. Su is the Founder and Managing Partner of Bridge Tower Partners where he oversees all areas of the business.  Formed in 2013, Bridge Tower is a vertically integrated real estate investment manager and operator currently focused on the Dallas-Fort Worth and Houston markets.  Since its formation, the group has developed its own acquisition, rehab,  construction, leasing and capital markets capabilities internally.  Its portfolio of over thirteen hundred single family residential properties was built through a combination of bulk purchases as well as build to lease subdivisions.   Already with three existing rental communities (Brooklyn Village, Uptown Village and Bay Colony Pointe West), t ... (view full description)

Joshua Swift

SVP Investments
Colony Starwood Homes

Dallas Tanner

President and CEO
Invitation Homes

Dallas B. Tanner is President and Chief Executive Officer (CEO) of Invitation Homes, and a member of the company’s board of directors. As a founding member of Invitation Homes’ business, Mr. Tanner was at the forefront of creating the single-family rental industry. Since the founding of Invitation Homes in April 2012, he served as Executive Vice President and Chief Investment Officer, as well as Interim President. Prior to the initial public offering of Invitation Homes in February 2017, he served on the boards of the company’s predecessor entities. Mr. Tanner has nearly 20 years of real estate experience through the establishment of numerous real estate ... (view full description)

Lauren Taylor


We are a full-service operations company and are income-producing experts for Single, Multi-Family, and Commercial investors. We are made up of 3 specialized divisions: RHC Management: Multi-family + Commercial Brokerage and Property Management ranging from industrial, retail, and land  to multi-family and asset management.  Rent Haven: Single + Multi-family Management specializing in LIHTC, affordable housing, and voucher-based housing Realty Haven: SFR Brokerage + Acquisitions focused on tertiary southeastern markets. Since 2018 we have led the acquisition of over 150 million in assets, renovated over 1200 assets, and have active LIHTC developm ... (view full description)

Jeffrey Tesch

RCN Capital

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

Diane Tomb

Executive Director
National Rental Home Council (NRHC)

Diane Tomb is Executive Director of the National Rental Home Council (NRHC), a non-partisan organization dedicated to advocating on behalf of the 16 million home single-family rental industry on legislative, regulatory and capital market matters. As the NRHC’s first Executive Director, Diane works to educate the public, the media and policymakers about the economic value of the industry and the benefits of large-scale, well-managed single-family rental housing platforms.   Diane is an accomplished executive and entrepreneur who founded DC-based public affairs and business advisory firm Tomb & Associates LLC in 2003. From 2011–2013, she served as President & C ... (view full description)

Samuel Tucci IV

Resolute Property Solutions LLC

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

Timothy Tucker

Sr. Bus. Dev. / Proj. Mngmt.
IntelliSpex / NVMS

Business development and project manager with over 25 years of experience managing multiple projects across the U.S. simultaneously. Extensive expertise in managing multifaceted projects, ranging from 20(k) Department of Energy Weatherization Assistance Program inspections across the country, to 10(k) Residential Home Inspections per year over 40 Cities and 20 regulated States between 5 clients with different deliverable's. Highly skilled in needs assessment of the client, quality assurance, managing suppliers/staff, creating training programs, communicating deadlines and completing projects under budget. ~ Construction Management Association of America (C ... (view full description)

Paul Turovsky

Chief Operating Officer
Four Square Realty Investments

After graduating from Ave Maria School of Law in 2013, Mr. Turovsky gained significant practical experience in all aspects of residential and commercial real estate transactions. He then founded several real estate firms, including a real estate investment conduit and a firm that purchased and sold distressed residential properties. Mr. Turovsky has broad experience in real estate transactions, including real estate brokerage, mortgage underwriting, title services, purchases and sales, assembling investment syndicates and structured real estate finance. Mr. Turovsky earned his undergraduate degree from Baruch College.

James Wagley

SVP, Single Family
Propertyware, a RealPage Company

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

Andrew Waite

President & Publisher
NEXZUS Publishing Group

John Warren

Lima One Capital

John Warren is the founder and President of Lima One Capital, a lending company for residential real estate investors and homebuilders. He has grown the company into the Southeast's largest private lender with additional offices in Greenville, SC and Charlotte, NC. In addition to his duties at Lima One Capital, John most recently participated as a principal in the largest bulk sale of single-family homes in U.S. history, selling over 1,400 rental properties in Atlanta to Blackstone Group LP (BX) for over $100M. Prior to founding Lima One Capital, John served four years on active duty as an infantry officer in the United States Marine Corps. In March of 2006, he deployed with 3rd Battalion, 8 ... (view full description)

Scott Waterstredt

Managing Director
MetLife Investment Management

Scott joined MetLife, Inc. in 2009 and oversees MetLife’s strategies in Alternative Assets, Residential Whole Loans and Private Structured Credit. He is also responsible for integrating ESG efforts across MetLife Investment Management.  Previously, Scott was the co-head of MetLife’s structured finance group and ran residential mortgages.  Prior to MetLife, he held positions at Capital One in product strategy and served as a Captain in the US Army. He holds an M.B.A. from The Tuck School of Business at Dartmouth and graduated Cum Laude from the University of Notre Dame with a B.A. in Economics.  He holds the CFA designation.

Jason Weber

Managing Attorney, Florida Evictions
Tiffany & Bosco, P.A

Ted Weinstein

VP, Banking Relations
CastleRock REO

For the past 30 years Mr. Weinstein has been involved in the foreclosure process and the real estate it generates. As either principal or agent, Mr. Weinstein has re-positioned over 5,500 properties throughout the country with strong concentration in asset valuation, lending and collateral structuring, operational management and renovation pricing disciplines. AS Managing Director of Acquisitions at CastleRock REO, Mr. Weinstein vigorously pursues novel strategies to improve REO acquisition and liquidation efficiency by managing risk and reducing hold time, while improving price execution. Founded and based in New York since 2009, CastleRock REO is one of nations leading purchasers and re-se ... (view full description)

Kurt Westfield

WC Equity Group

After graduating with an MBA, Kurt co-founded the firm Westfield Crowe Equity Group (WCEG), in 2008-2009 and has since integrated the WC Companies brand into an asset holdings company, private REIT, brokerage & property management division, and financing entity. Since founding the organizations, Kurt has played an integral role in the development and success, along with the integration of international clientele and introduction to state-wide management. His approach and leadership abilities have led the company to achieve unrivaled gratification from clients and increased profitability. By the end of 2016, sales and profitability goals had seen a massive increase from incept ... (view full description)

Billy Whitehead

Oak Rock Capital

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 19 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Chris Wilhoit

Director of Long Term Finance
Lima One Capital

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

Eddie Wilson

Affinity Worldwide

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

Mark Wolf

Founder & CEO
AHV Communities

Mark Wolf is the Founder and CEO of AHV Communities, a pioneer and innovator of master planned rental communities. In founding the company in 2013, Wolf was integral to introducing Built-for-Rent® luxury single-family rental homes notable for being both built from the ground up and presented in contiguous communities. Though the company today has expanded its rental business to also include attached townhome and duplex units, AHV remains committed to delivering all of its Built-for-Rent® communities in premium undersupplied markets and to providing onsite maintenance and management. These key differentiators attract quality tenants and ensure long-term asset value and ROI for valued investor ... (view full description)

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

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

Matt Zall

Chief Investment Product Officer
Patch of Land

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

Dan Zitofsky

President & CEO
Zitofsky Capital Management

For well over two decades, I’ve specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders. I’ve closed over 600 fix-and-flips, 650 rental properties, 800 plus doors in multi family projects and over 1,000 private money and Non Performing Note transactions. I raise money from accredited investors seeking better than average returns backed by real estate portfolios in our group. ’m also a featured speaker at many national gatherings of investors an ... (view full description)
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for The 5th Annual Single Family Rental Investment 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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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