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Jeff Adler

VP, Matrix
Yardi Systems

  Jeffrey Adler serves as Vice President, Yardi® Matrix (the data division of Yardi Systems).   Yardi® Matrix is a US multifamily, office, industrial, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments, used by many of the largest lenders, equity investors, brokers, owners, and management companies. Yardi® Matrix provides market and institutional research reports leveraging the underlying property level detail of 124 markets, >79,000 multifamily properties and >14.9 MM units, over 30,000 commercial buildings with >7.5 B sq.ft. of space,  and over 20,000 self-storage facilities in 97 market ... (view full description)

Aaron Amuchastegui


Aaron Amuchastegui has acquired more than 900 homes across 10 states primarily at trustee sale courthouse step auctions.  As the manager of Homerock, he has built custom asset management software to streamline acquisitions and management of existing properties. Homerock is currently acquiring rental properties in California, Arizona, Texas, Florida, Ohio and Arkansas.  Homerock is currently interested in finding additional areas to acquire distressed rental housing. Homerock is currently trying to secure better long term financing options for our rental portfolios in $5 and $10 Million dollars pools. More about Aaron: Aaron has been involved in the c ... (view full description)

Randy Anglin

Right Angle LLC

For the past 19 years Randy Anglin has purchased and managed both residential and commercial assets. His client list of managed assets includes Chase, Wells Fargo, FNMA, Bank of America, and various other large to mid-tier institutions. Mr. Anglin also served as General Partner for Acquired Holdings LLC. During his 12 year tenure with Acquired Holdings, the company was involved in over 400 transactions of residential and commercial real estate. Acquired Holdings owned, developed and managed multifamily developments, condo conversion projects and new SFH construction projects throughout the state of Florida. As a result of his many years within the REO space, Anglin has developed and acute ... (view full description)

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

John is the Founder and Managing Partner of Peak 15 Capital. A capital advisory firm servicing commercial real estate operators and sponsors in identifying, sourcing & securing their capital stack. John is also a Managing Member of MACC Venture Partners, a 6000-units Southeast focus owner/operator of multifamily assets.  He directs acquisitions, strategic development, capital management and growth.  He also oversees alternative financing and investor/portfolio development and fund management.  Previously he was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston ... (view full description)

John Bailey

Owner / President
Aco Management

John began his 18 year real estate career working from the ground up within his family’s property management company. He is now Owner and President of Aco Management which specializes in managing class B communities 50 units and above. ACo Management is baised in Saint Louis, Missouri where John lives with his wife and two boys.

Michael Becktel

Managing Director, Proprietary Lending
Hunt Real Estate Capital

Michael Becktel is a Managing Director and head of Proprietary Lending at Hunt Mortgage Group. He is responsible for all proprietary lending activities including bridge lending, non-agency fixed rate lending, and opportunistic investments. In addition, Mr. Becktel oversees business development and capital-raising activities, and manages the firms’ balance sheet portfolio. He joined Hunt Mortgage Group in 2006. During his time with the firm he has served in several key roles within capital markets, corporate finance and multifamily housing. He was a member of the dispositions and capital transactions investment committees, and was responsible for oversight of the firm’s $10 ... (view full description)

Irwin Boris

Head of Acquisitions
Peykar Capital

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states.Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation,  ... (view full description)

Jared Brunnabend

Bayshore Investment Partners

Jared Brunnabend has over fifteen years of experience in the residential and commercial real estate industries and is a Principal at Bayshore Investment Partners. Mr. Brunnabend leads acquisition and financing efforts for BIP. Since 2012, he has focused on BIP’s multifamily platform as well as urban commercial opportunities within Miami.   From 2005 to 2012, Mr. Brunnabend was Vice President at Coconut Grove based Greenstreet Real Estate Partners. Mr. Brunnabend led the firm’s acquisition efforts and managed select properties with repositioning and leasing activities. From 2005 to 2007, Mr. Brunnabend originated and acquired seven assets totaling $120 million a ... (view full description)

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Mr. Carter has been a Real Estate Investor since 1983 when he purchased his first rental property at the age of 22. He owns and manages a real estate portfolio with a market value of over $100M. He invests in single-family portfolios, multifamily apartments and commercial properties. The factors linking all of his investments are in-place cash flow in growing markets with pro-active and hands-on management. By increasing NOI and cash flow, Mr. Carter consistently has created above average returns on investments. Mr. Carter was actively acquiring assets through May 2006 when he anticipated the real estate bubble and safely sat out the recession. In September 2009, Mr. Carter stepped back into ... (view full description)

Elliot Chun


Elliot will be discussing a new form of financing in the emerging field of Digital Security Markets, also known as Security Tokenization of Real Assets. This new capital market leverages Blockchain & Distributed Ledger Technology.  While the industry is in its nascent stage, this is a altenative financing source that most Real Estate Owners / Operators should begin exploring. Elliot believes emerging technologies will challenge our known perspectives and will unleash humanity's potential, paving the way for smarter investing and critical advancements to our environment and society. Elliot combines this passion with 18 years in Capital Markets and Real Estate. Elli ... (view full description)

Michael Cimerring


Michael grew up in a real estate family and has over 15 years experience working in the field. He is a Lawyer by training with a LLB and BA in International Relations from Hebrew University as wells as an MBA with a focus on Real Estate Finance from Columbia University. Michael focused on corporate and real estate law at Shimron, Molho Persky & Co, one of the oldest and most prestigious firms in Israel which was founded by the former Attorney General of Israel. Following his time at the law firm he pursued his MBA in Columbia University after which he worked at Orb Management a NY based real estate development firm where he was a Senior Associate ... (view full description)

Yisrael Cimerring


Yisrael grew up in a real estate family and has over 7 years of experience working in the field. He is a C.P.A by practice. Yisrael has a Bachelor’s Degree in Business from the College of Management majoring in IFRS and US GAAP financial reporting. Yisrael also has an MBA from Recanati Business School, Tell-Aviv University majoring in Real Estate management. Yisrael worked as a Manager in Price Waterhouse Coopers (PwC) accounting firm, one the leading accounting firms in the world (Big 4). Yisrael focused his work in auditing and consulting public and private real estate corporations. Yisrael worked with companies in various real estate industries such as: deve ... (view full description)

John Cohen

Toro Real Estate Partners

Founded in early 2013,  JC Property Group identifies, acquires, and repositions under-performing multifamily properties in stable or growing markets throughout the United States. The first 150 properties he acquired were distressed tax deed purchases on the east coast. These properties were either rented, fixed, or sold after purchase. John Cohen started Toro Real Estate Partners to focus on distressed and value add multifamily real estate opportunities. With all the real estate experience and John's experience doing multifamily investment sales for Marcus and Millichap, he realized the opportunity to target distressed and value-add opportunities in the multifamily space. For the last ... (view full description)

Peter Collins

Co-Founder & Managing Principal
Forge Capital Partners, LLC

Mr. Collins is Co-Founder and Managing Principal of Forge Capital Partners, LLC ("Forge"). Mr. Collins directs all private equity activities for Forge and is the CEO of Forge’s real estate private equity fund business.  Forge’s real estate funds are private institutional real estate investment partnerships focused on acquiring and developing income-producing commercial real estate throughout the southeastern United States and Puerto Rico. Over the last 15 years, Mr. Collins has overseen more than $1.5 billion of real estate and corporate transactions including over seven million square feet of commercial, office and multi-family residential real estate. Prior t ... (view full description)

Ben Colonomos

PointOne Holdings

POINTONE HOLDINGS is a real estate investment firm headquartered in Miami and Atlanta with properties located throughout the Southeastern United States and Texas. The firm owns and manages a diversified portfolio of residential and commercial assets valued in excess of $730 million. Ben Colonomos is a founding partner of PointOne Holdings and focuses on asset management and investor relations. Colonomos has been a principal in real estate deals that total more than $550 million in transactional value. He has been active in the South Florida business community for more than 25 years and serves on the board of several non-profit organizations. Colonomos received his bachelor’s degree from Tula ... (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)

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

  Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benets for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. Michael is committed to educating the accounting, nancial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benets of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the ... (view full description)

Matt Faircloth

President & Co-Founder
The DeRosa Group

The DeRosa Group LLC (DeRosa) is a developer and owner of commercial and residential property with a mission to “transform lives through real estate." DeRosa, located in historic Trenton, NJ, creates partnerships to finance select real estate investments in New Jersey and Pennsylvania.  DeRosa is a people-focused, boutique development company and are extremely proud of their proven track record of providing safe, profitable investment opportunities to their clients. DeRosa investors are financially savvy individuals who are eager to diversify their portfolios through passive (hands off) real estate investments. Co-founder & President, Matt Faircloth is a seasoned real estate invest ... (view full description)

Joe Fishman

FM Capital

Mr. Fishman is a Senior Vice President at FM Capital since 2010. He is responsible for identifying value-add and yield-driven investments for purchase and managing the acquisition and closeout processes. He does this for FM Capitals equity and debt investment strategies. In addition, Mr. Fishman originates commercial real estate loans for clients. Prior to joining FM Capital, he spent five years working in real estate management, primarily in the New York Tri-state area. Mr. Fishman previously was the founder and manager of a real estate services contracting firm that focused on creating and implementing solutions to improve the quality of multi-family properties. Mr. Fishman is a licensed r ... (view full description)

Richard Fishman

Valcap Group

Founder of The Valcap Group, LLC as well as an investor in over 7000 apartments nationwide, Our target markets are Texas, Tenessee, The Midwest and the greater Southeast. We look for opportunities for rent growth in A and B communities. Richard is in charge of acquistion, business strategy, financing and investor relations for this closely held multifamily company.  A graduate of UPenn with a B.A. and M.A. in Regional Science,  Richard combines an underlying knowledge of how communities evolve with market economics.  The Valcap Group is headquartered in Dallas, Texas.  JV opportunities are also being pursued to grow the company's platform.  Our company seeks to "maximize revenue through cust ... (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)

Michael Freedman

AmeriFlood Solutions, Inc.

Michael is a seasoned real estate veteran, with a record of accomplishment in the commercial, residential, property management and risk management industries. He has an extensive background in real estate management, sales, regulatory, and technical operations, perfected over the course of 20 years of managing and generating exceptional revenues for numerous companies.  Michael formed AmeriFlood Solutions, Inc. to focus exclusively on flood risk management. He works with all types of property owners, their lenders, insurance and risk management agents and brokers, to eliminate unwarranted flood insurance premiums, capture savings, and increase real estate va ... (view full description)

James Fried

Sandstone Realty Advisors

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

Brandon Goetzman

Senior Vice President
Blue Vista Capital Management, LLC

Mr. Goetzman is a Senior Vice President at Blue Vista. His primary responsibilities include sourcing, joint venture structuring, financial modeling, market research and involvement in all aspects of the acquisition and underwriting process.  Mr. Goetzman joined Blue Vista in 2008 and has been involved in the financing, acquisition and development of over $1 billion of commercial real estate transactions.  Mr. Goetzman graduated from the University of Wisconsin, Madison in 2008 with a Bachelor of Business Administration majoring in Finance and Real Estate and is a CFA Charterholder. 

Glenn Gonzales

Obsidian Capital

  Glenn Gonzales is an entrepreneurial individual able to leverage 25 years of commercial real estate experience. Glenn served as Treasurer on the Board of Directors for the Washington Multi-family Housing Association, and was elected as President of the association in 2006. From 1994 to 1998, Glenn was a board member for the Utah Apartment Association. He also served a two year term as the Chairman of the Public Relations Committee and a one year term as the Secretary Treasurer for the Institute of Real Estate Management (IREM). Since 1994, Glenn has also been an instructor for the Apartment Associations in local markets. Prior to his position as President and partner at P ... (view full description)

Aaron Gorin

Cedar Grove Capital LLC

  Aaron is Chief Investment Officer and the Founder Partner at Cedar Grove Capital, a real estate investment firm focused on  investing in asymmetric risk-reward opportunities associated with acquiring, enhancing, and managing class B and C multi-family assets located primarily in the Mid-Atlantic and Southeast United States.  Cedar Grove's proven operating strategy of assembling, stabilizing, optimizing, and recapitalizing regional packages leverages economies of scale, operating efficiency, and portfolio cap rate premiums to deliver superior risk-adjusted returns for its Investment Partners.&nbs ... (view full description)

Derrick Grüner

EVP & General Counsel
Strategic Holdings

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel at Strategic Diversified Management, Inc., and a 24 year veteran of the real estate finance industry. Previously, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and a partner at a large east coast firm where he focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journ ... (view full description)

Vishaal Gupta

Park Square Homes

Professional Profile Vishaal Gupta is CEO of Park Square Enterprises, one of Central Floridas largest privately held homebuilders and commercial real estate developers. Born in the United Kingdom, Vishaal moved to Orlando when his father, Suresh Gupta, and grandfather, Braham Aggarwal, came to Orlando in 1983 to start Park Square Enterprises. Vishaal began his career with Park Square Homes in 2005, and has held various management positions over the past 10 years. Residential Construction Sales & Marketing Finance & Accounting Land Acquisition & Development Management & Leadership Training Archite ... (view full description)

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Senior Director of Investments for the $10.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette.

Maureen Hayes Phillips

COO and Founding Partner
SSS National, LLC

Maureen, known to all as Mo, has the overall responsibility of managing the process from beginning to end with broken condominium/multifamily situations.  This includes negotiating with lenders, coordinating all of the third party professionals involved in the process: developer/bulk owner, individual third party owners, counsel, Associations, and end lenders. Mo was pivotal in one of the first large scale terminations in Florida. 390 unit broken condo with 192 individual unit owners, a developer defaulting, and note holder folding, and all needing to be unraveled and put back into a multifamily product.  All aspects of the process, all parties included, and every de ... (view full description)

Jeronimo Hirscheld

CEO & Principal
One Real Estate Investment

  Jeronimo Hirschfeld is the Founder, Chairman and CEO of One Real Estate Investment, with seats on the Boards of a number of highly successful Miami, Florida-based real estate-oriented companies. He is an experienced developer with successful residential and commercial properties in Mexico City, Texas and South Florida. Most recently, Mr. Hirschfeld has acquired substantial property for residential development in Miami's newly gentrified Wynwood area, the seat of the city's internationally acclaimed arts community. Today, Mr. Hirschfeld's real estate portfolio includes ownership of over 4,500 multi-family residential units located in Houston, Texas and Miami/Dade Cou ... (view full description)

Joseph Ianoale

LEM Capital

Joe is a Vice President of Acquisitions where he works on the sourcing, underwriting and due diligence of potential investments which includes market and comparative property analyses, property due diligence, and financial modeling.   Prior to joining LEM, Mr. Ianoale was an Associate at Wells Fargo Securities in the Investment Banking-Infrastructure Public Finance Group where his experience included structuring and executing public/private market debt solutions and derivative transactions for large governments, transportation and higher education issuers.   Mr. Ianoale holds a Bachelor of Science in Finance from the College of Business and Economics at Lehigh Univers ... (view full description)

Sam Isaacson

Managing Director
JCR Capital

Sam Isaacson is a Managing Director at JCR Capital serving as the co-head of its latest structured finance investment vehicle, the $329.5MM JCR Commercial Real Estate Finance Fund 3. Prior to joining JCR Capital, Mr. Isaacson was a Senior Vice President of Acquisitions at LEM Capital, an institutional value-add multifamily investor in Philadelphia.  In this role, he was responsible for the underwriting and due diligence of potential investments.  Prior to joining LEM, Mr. Isaacson was an Associate at Wells Fargo Securities in their Investment Banking – Financial Institutions Group where he focused on capital markets and M&A transactions involving REITS and specialty finance ... (view full description)

Brandon Jurkovich

VP,National Sales Manager

Brandon Jurkovich has spent the last 14 years introducing new services to the multi-family and single-family rental sectors. His career began at Assurant, Inc. providing insurance and financial related services. In particular, he helped to usher in mandatory renter’s insurance across the nation – taking properties that did not enforce mandatory renter’s insurance to gaining a new profit center. This required a cultural shift for rental property operators; that are now reaping tremendous financial benefits after initial push-back. Following Assurant, Mr. Jurkovich joined Entrata, providing approximately 40 software solutions to rental property operators nationwide to optimize their operations ... (view full description)

Danny Kattan

CEO Founder

Daniel Kattan is the Founder of and a Principal/Cofounder of PIA Group USA.   He Cofounded, PIA Group, an early institutional player in the SFR rental asset class. In 2009 he saw the opportunity to put together all the pieces necessary to bring institutional capital to the SFR rental market and grew the company to over 800 units of inventory between single and multifamily residences. To manage this operation, they created a vertically integrated company with construction, property management, maintenance, acquisitions, brokerage, and capital market divisions and grew ... (view full description)

Rupa Keskar

Managing Principal
Prasiti Investments

Rupa Keskar is Managing Principal at Prasiti Investments, a multifamily owner and operator specializing in class B and C value-add assets with 200 units or more. After gaining extensive IT, business and management experience from over 20 years in corporate America, Rupa was bored by the humdrum.  In 2012, she made the tough decision to leave the security of a corporate job for a career that better utilizes her skills and talents and started Prasiti Investments. Rupa took a temporary step back from being a Consulting Practice Director at a fortune 500 company managing a team with over $8 million in annual revenue to learn the Real Estate Invest ... (view full description)

Jon Krebbs

SVN | TJF Investments

  Jon began his career in real estate in 2005, purchasing and renovating several multifamily properties while attending college. Since then, he has been involved in the brokerage, management, development, and construction of multifamily and single family assets across Texas and Oklahoma. Prior to working for SVN Jon was a top producer at the Henry S. Miller company in Dallas and a Director at Large for the Apartment Association of Greater Dallas’ Echo Committee. At SVN Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With ove ... (view full description)

Sean Lance

REALM Capital Advisors

A nearly 20 year commercial real estate veteran and was previously a partner, and held executive level positions, in a global real estate services company along with starting several successful real estate companies prior to founding REALM Capital Advisors.  Sean has transacted more than $1 billion in SFR/BFR transactions since 2010 and advised on development transactions on project with more than $5 billion in capitalized values.   REALM is a vertically integrated full-service real estate advisory, and investment firm focusing on SFR, BFR, Multifamily and Land opportunities.  Sean is also an active supporter, and sustaining member, of both Meals on Wheels of Tampa an ... (view full description)

Jim LePorte

Director Acquisitions
Abacus Capital Group

Mr. LePorte is a Director of Acquisitions at Abacus Capital Group, a national multifamily-focused private equity firm.  Mr. LePorte is responsible for sourcing development, core and value-add investment opportunities for Abacus in Eastern US markets.  Prior to Abacus, Mr. LePorte was with TriMont Real Estate Advisors, responsible for the asset management of commercial properties throughout the country. Mr. LePorte earned a Bachelor of Business Administration from Emory University with a concentration in Finance. Mr. LePorte also holds a Masters of Business Administration degree from Northwestern University Kellogg School of Management with concentrations in Finance and Real Estat ... (view full description)

Theresa Leatherbury

Rachuba Management, Inc.

Theresa Leatherbury, CPM, is President of Rachuba Management, Inc., AMO, a family-owned real estate management business, with a primary focus on serving clients through Property Management and Construction Management.   Theresa spent the first part of her career in retirement plan consulting.  In 2005, she changed her focus to real estate and joined the family business.  Within a few years, she started Rachuba's property management business.  Rachuba Management currently manages about 1,000 units in the Balitmore area.  In 2018, Rachuba Management earned the designation of Accredited Management Organization (an IREM credential). Theresa is active in the industry and i ... (view full description)

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Benjamin Loney has extensive experience in the national and international real estate investment markets and has completed principal transactions in excess of $1 billion. His expertise spans the entire property ownership life cycle, from initial opportunity identification, through the execution of property repositioning strategies and disposition. Mr. Loney serves as Head of Acquisitions for Castle Lanterra Properties where he is responsible for identifying, evaluating and structuring asset and portfolio investments. He also oversees the due diligence process and business plan development for each property. Prior to Castle Lanterra, Mr. Loney served as Vice President ... (view full description)

Josh Mandell

Gateway Companies

Josh Mandell is the President/Chief Operating Officer for The Gateway Companies, an owner/developer/manager of multifamily properties throughout the Southeastern US.  Prior to this, Josh was the Director of Investments for StoneRiver Company, where he led the build-out of the Company's property acquisition platform. In addition, Josh has served as General Counsel and later, Director of Acquisitions and Development for BSR Trust (formerly Summit Housing Partners), a Southeastern multifamily investor/developer. Josh is a graduate of the University of Alabama (B.A.) and Loyola University (New Orleans) School of Law, and is a member of the Louisiana and Alabama State Bar Associa ... (view full description)

David Manheimer

Co-Founder & Partner
Brooklyn Standard Properties

David co-founded Brooklyn Standard Properties (BSP) in 2013. David has over 12 years of financial market experience working for some of the largest European banks. Over those 12 years, he traded, sold and managed trillions of corporate credit and residential mortgage backed securities. Most recently, he managed the EUR 6 trillion CDO portfolio at KBC Bank where he was asked to oversee a team of traders in order to maximize the portfolio's returns. Prior to running the team, David helped grow the KBC CDO business to be one of the largest and most active teams on Wall Street. He is a graduate of Washington University in St. Louis, where he received a BSBA from Olin Business school ... (view full description)

Mark Mascia

President & CEO
Mascia Development LLC

Mark has over 12 years of experience in real estate and is principally responsible for managing the investment and operating activities of Mascia Development. He founded Mascia Development in 2006, his energy, talent and drive have allowed him to achieve extraordinary success at an accelerated rate when compared to his contemporaries.Prior to forming Mascia Development Mark was in charge of developing over 2,500 residential units and multiple retail and mixed use properties with a total portfolio value of over $1.1B.Mark was formerly the Vice President at SHVO Development, LLC, a multi-national luxury real estate development company. During his tenure at SHVO, Mark ad ... (view full description)

Matthew Masinter

Senior Vice President, Multifamily Acquisitions

Joshua Minix

Managing Director

Mr. Minix leads the Acquisition and Finance team at Avesta where he was directly involved in over 80 transactions involving more than 15,500 apartment homes. Previously he was an attorney at Wiley Rein LLP in Washington D.C. and an associate at the Institute for Defense Analyses where he worked in defense acquisitions. He holds a J.D. from Harvard Law School where he was an Olin Fellow in Economics and Business and a B.S., summa cum laude in Economics from George Mason University.

Scott Montgomery

SVP- Middle Market Fund Series
Blue Vista Capital Management, LLC

Scott Montgomery is a Vice President at Blue Vista, with responsibility for financial modeling, market research, joint venture partner interaction and involvement in all aspects of the acquisition and underwriting process.  Prior to joining Blue Vista, Scott worked as an Associate at Property Markets Group (“PMG”), a full service development firm in New York City, where he implemented PMG’s single-family home portfolio strategy and oversaw the acquisition, construction, management and disposition of over 100 gut-rehabilitations throughout the Chicago area; while at PMG Scott also participated in the underwriting and acquisition of numerous multifamily assets, specializing in the ... (view full description)

Paul Murad

Metroplex Realty

Paul Murad is a President of METROPLEX Group, consisting of a commercial real estate development company and a brokerage company in Las Vegas. The company focuses on the Downtown Las Vegas redevelopment projects, especially in the Arts District. Paul recently served as Nevada Real Estate Commissioner. He has 17 years of marketing, international business and business development experience. He speaks English. Russian and Spanish. At IMN conferences, he is looking to connect with bridge and mezz lenders for their new Downtown Las Vegas/Arts District projects and perm lenders for refinancing of recently completed projects.

Marie Murphy

Principal and CEO
MJD Capital Partners

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

Paul Panza

President & CEO
Nicholas Residential

Paul N. Panza is Founder, President and CEO of Nicholas Residential. In this capacity, he establishes and executes the strategy of the Company and oversees the financial and operational performance. Mr. Panza has over a decade of experience in the commercial real estate markets, focused largely on “value-add” and “opportunistic” investing. Under his leadership and direction, the firm has achieved strong growth and performance, and expanded its acquisition, development and managerial services to meet the goals of its clients, which include institutional money managers, insurance companies, family offices and high-net-worth investors spanning the ... (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)

Gabriel Pozo

Advalurem Group

Mr. Pozo is Principal and Founder of Advalurem Group with the primary responsibilities of setting strategy, developing business and overseeing acquisitions. He is a member of the Investment Committee. Mr. Pozo has two decades of institutional real estate experience, including positions in private equity, investment banking and management consulting. Over his career, Mr. Pozo has overseen the acquisition and financing of more than $5 billion in commercial real estate. Prior to forming Advalurem Group, Mr. Pozo was a senior member of the acquisitions and business development team at Madison International Realty, a value-added real estate fund with over $2 billion of assets under management. Mr ... (view full description)

Jay Rollins

Walker & Dunlop Investment Partners

Mr. Rollins is the EVP, Chairman and Co-Founder of WDIP (f/k/a JCR Capital). In addition to managing WDIP’s legacy funds, Mr. Rollins provides guidance to WDIP’s management team regarding investment strategy and execution. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC, where he built a team of 17 professionals focused on making opportunistic loans to transitional multifamily, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, a “Resolution Trust Company era” real estate investment company. Eastern Realty managed four partnerships, each purchasing assets from the RTC and financial ... (view full description)

Keith Rosenthal

President & CEO
Phoenix Realty Group

Keith B. Rosenthal oversees PRG’s daily operations, business development opportunities, strategic planning and implementation.  In addition, Mr. Rosenthal is a member of the PRG Investment Committee.   Prior to co-founding PRG, Mr. Rosenthal was the founder and President of Lehman Housing Capital, the first housing tax credit syndication firm on Wall Street.  During his tenure at Lehman, Mr. Rosenthal administered over 20 public and private affordable multi-family housing funds, raised over $1 billion of equity for partnerships with over $2.25 billion in assets, created the tax exempt bond conduit program at Lehman, and formed significant joint ventures with community-based devel ... (view full description)

Eli Rozansky

JCR Capital

Brian Sconyers

HB Sconyers and Company

No biography specified

Brian Sedrish

Managing Director
Related Companies

Brian Sedrish is Managing Director of Related Fund Management and serves as portfolio manager for the firm's real estate credit investment platform. The $800 million platform has an investment focus of primarily real estate debt, specifically gap financing for real estate projects in transition across the United States.Mr. Sedrish previously served as Head of Acquisitions for the Commercial Real Estate Division (Special Situations) at Deutsche Bank, where he was responsible for the purchase of distressed debt, the acquisition of non-performing and sub-performing pools of mortgages and the origination of high yield loans across the United States. Prior to joining Deutsche Bank, M ... (view full description)

Jonathan Shechtman

Managing Principal
Axonic Properties

Jonathan serves as the Managing Principal for Axonic Properties. Jonathan leads all investment selections and asset management for the firm.  Jonathan is responsible for the strategic repositioning and business plan for each investment opportunity.  Jonathan has over 10 years of residential real estate investment experience and spent his career working in distressed real estate investing.  Prior to joining Axonic he co-founded two distressed real estate funds focused in Florida. He holds a Bachelors degree from Bucknell University.

Jesse Shemesh

Point Acquistions LLC

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

Dave Sherbal

C2G Asset Management

Heschel Asset Management is a full service asset management firm. The Principals of Heschel Asset Management have over twenty eight years experience in all real estate product types, with a specialty in multifamily product. Heschel Asset Management can help in all phases in the life cycle of an investment; - Acquisition underwriting and due diligence - Rehabilitation budgeting and oversight - Property and asset management, lease ups, turnarounds and re-positioning - Capital transactions, Re-financings and dispositions - Corporate support services, accounting, risk management, purchasing and negotiating ancillary services - Plug and play interim ... (view full description)

Robert Stone

Founder & Managing Principal
Andover Real Estate Partners

  Andover Real Estate Partners (“Andover”) is a privately held real estate firm headquartered in Boca Raton, FL and Birmingham, MI, led by Managing Partner Robert M. Stone. As head of Andover Real Estate Partners, Robert has been responsible for ongoing day to day operations, investor relations, and asset management of its communities in Florida and Michigan totaling 2000 units valued at $140,000,000. At the heart of Andover’s methodology is a long term value oriented philosophy that uses creative and efficient strategies to optimize investor returns for its multifamily investments. Andover focuses on identifying opportunities that are under performing in its submarket, then reposition ... (view full description)

Paul Turovsky

Fund Manager
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.

Christopher Urso

URS Capital Partners

Christopher is the Principal and Managing Partner of URS Capital Partners. His company has acquired over $80M of apartment complexes, over 1300 units throughout the Midwest and southeast. His focus is offering private investors above average growth while conserving and managing risk.

Chris has been responsible for securing over $22,000,000 of private capital in the last 7 years and his constantly seeking new relationships to expand the firms reach. Christopher is responsible for leading the company’s mission of acquiring well-positioned multifamily assets in need of turnaround while maintaining a risk aware approach in today’s market.

David Valger

DVO Real Estate

Mr. Valger is a seasoned real estate private equity executive with more than 20 years of experience managing people, originating, structuring and underwriting real estate and corporate private equity transactions.  Mr. Valger has been personally responsible for originating and closing in excess of $6 billion (in total capitalization) of real estate transactions.  Mr. Valger founded DVO to invest in multifamily real estate opportunities nationally with a focus on ‘gap’ equity investment structures.  DVO Real Estate is a private real estate investment firm focused exclusively on providing equity solutions for middle-market, multifamily investments in select markets across the Unite ... (view full description)

Carolyn Whatley

SVP–Originations, Multi-Fam/Seniors Housing Finance
Capital One

PROFESSIONAL BIOGRAPHICAL SUMMARY Carolyn Whatley   Carolyn Whatley is a 25+-year veteran of the commercial mortgage banking and apartment development industry. Whatley has originated/underwritten/closed over $1 billion in multifamily, senior housing, healthcare and commercial real estate loans encompassing 43 states.  While specializing in FHA/HUD financing, she is also experienced with Fannie Mae, Freddie Mac, conduit and municipal pension fund placements, including market rate, 4% and 9% LIHTC transactions.   She currently holds the position of Senior Vice President of Originations – Multifamily and Se ... (view full description)

Cole Whitaker

Senior Managing Director

  Cole Whitaker is the Senior Managing Director at Berkadia, where he leads a team of brokers covering the Orlando, Tampa, and Jacksonville markets. Prior to joining Berkadia in 2012, Cole was the Florida Partner at Hendricks & Partners and prior to that an Executive Director of Florida for Cushman & Wakefield. During his 35 years in the business, he has transacted in excess of $7B in sales. Cole received a Bachelor of Science from the Southern Methodist University.

Adam Whitmire

Fund Manager
Steeple Chase LLC

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)

Jim Wilson

Managing Director
JMP Asset Management

Jim is a Managing Director of JMP Asset Management, Co-Portfolio manager of the JMP Realty Partners I (the “Fund”) and a member of the Investment Committee. Jim joined JMP Securities in 2000 as Director of Research and Senior Real Estate and Housing Analyst. He held those positions for 11 years. He also headed the residential Real Estate investment banking effort for JMP Securities from 2012-2015. Prior to joining JMP, Jim was a Managing Director and senior research analyst for four years at Jefferies & Company, where he covered REITs, homebuilders, manufactured housing and resort, vacation ownership and property-related service companies. From 1989 through 1996, Jim served as a senior r ... (view full description)

Jonathan Wolf

Founder & President
Wendover Housing Partners, LLC

Over the past three decades, Jonathan has developed an extensive portfolio of real estate assets comprised of multi-family, affordable, single family and mixed-use properties. Mr. Wolf’s experience in navigating changing business cycles, reviewing and evaluating real estate investments, turning around projects, and repositioning, remarketing and redesigning residential properties to maximize sales and leasing efforts has become a critical component of his consultancy to financial and other real estate entities. Mr. Wolf is responsible for the strategic direction of the company, overall management of Wendover, pursuit of new development opportunities including the fir ... (view full description)

Tess Wolf

Regional Manager
Belcastle Management

Theresa (Tess) Wolf joined to lead the BCM team over one year ago.  Theresa has been in this industry for over 14 years and has served as Leasing Consultant, Community Manager and now Regional Manager.  She currently serves on the Bismarck-Mandan Apartment Association board and has been past President and Vice President as well as the North Dakota State Apartment Association board, now serving as Treasurer.  She has attended numerous state and national conferences that have offered training in fair housing, marketing, management and leasing.  She has worked with residential property management companies in the past such as IMM and IRET.  Managing property for owners has been her focus and ha ... (view full description)

Babu Yalamanchili

Chief Operating Officer
Cybersoft Technologies Inc

Mr. Yalamanchili is the Chief Operating Officer and Principal at Cybersoft Technologies Inc. His primary role comprises of bringing innovative ideas together to build software products and has more than 25 years of experience in the industry. Virtual leasing concepts are being introduced into property management. Mobile applications for the property residents and staff makes Yottareal a comprehensive solution for the property management with all the latest features and functionality. At Cybersoft, Mr. Yalamanchili plays a central role for the development of Yotta Real property management solution for multifamily owners, Yotta Services with Inspection, Maintenance and Project Mana ... (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)

Mark Zolty

Prism Multifamily Group Inc.

Mark has been with Brass Enterprises since 2009. He has been responsible for managing Brass’s asset management program, as well as directing all acquisitions and financing. Prior to joining Brass, Mark was a property manager with one of Canada’s largest private property management firms. During his career, he has so far been involved in the acquisition of $550m, in the apartment sector, and he as arranged $500m in various structures of financing. Mark is a third generation property operator and has drawn huge amounts of experience from his family
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
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Event Contacts for The Middle-Market Multifamily Forum: A Forum for Small & Mid-Sized Apartment Owners and Developers


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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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