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Steven Abernathy

The Abernathy Group LLC

Mr. Abernathy joined Shearson American Express in 1983, eventually becoming Senior Vice President of Portfolio Management. In 1989, Mr. Abernathy joined Cowen & Co., a research and trading boutique specializing in healthcare and technology, as a Special Limited Partner and Director of its Executive Services Division. While at Cowen, Mr. Abernathy developed The Abernathy Group, a group of investment professionals specializing in asset management for experts in healthcare and technology. This collaboration between investment professional and client-expert was called the Collaborative Investing® style of portfolio management. This group was committed to furthering Mr. Abernathy's ... (view full description)

Alex Abrams

StepStone Group LP

Alex Abrams, Director
Mr. Abrams focuses on real estate investments.  
Prior to joining StepStone, Mr. Abrams was a Principal at GCM Grosvenor, focused on its real estate primary funds and co-investment businesses (previously part of Credit Suisse as the Customized Fund Investment Group). Previously, Mr. Abrams was an Associate Attorney at Goodwin Procter and Orrick focused on private real estate investments and fund formation.
Mr. Abrams received a JD from Boston College Law School and a BA from the University of Pennsylvania.

Michael Acton

Managing Director
AEW Capital Management, L.P.

Michael J. Acton, CFA, is a Managing Director of the firm and Director of AEW Research. In his role, Mike is responsible for directing the activities of the firm's highly regarded in-house research group. He joined the firm in 1990 and has 28 years of experience as an economic analyst and forecaster. He is a standing member of the firm's Investment, Management, and Risk Management Committees. The resources of AEW Research are an integral part of AEW's investment process and Mike works closely with senior professionals in all areas of the firm to develop investment strategies that match clients risk/reward objectives with market opportunities. Mike is also a member of the firm's Compliance Co ... (view full description)

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)

Ryan Albano

Director, Forecasting & Finance
Broadstone Real Estate, LLC

Robert Anderson

Senior Director
Ten-X Commercial

Mr. Anderson began his career in 2006 focusing primarily on acquisitions, re-development and dispositions of commercial real estate. Since 2012, Mr. Anderson has been with Ten-X helping to manage and build their institutional client list on the West Coast. Ten-X Commercial is an online marketplace focused on the acquisition and disposition of real estate assets, utilizing an online platform both traditional and auction based.  To date Ten-X Commercial has transacted over $15B in commercial real estate sales across the United States.    Prior to 2012, Mr. Anderson was Regional Vice President for KBS Capital Markets Group, charged with raising funds throughout th ... (view full description)

Russell Appel

Praedium Group, LLC

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has overseen all aspects of The Praedium Group's activities, including its strategy and its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB's Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director. At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman S ... (view full description)

Arne Arnesen

Senior Managing Director
Rockwood Capital, LLC

Mr. Arnesen, based in New York, has 36 years of experience in the real estate industry.  Mr. Arnesen leads the firm's East Coast acquisitions. Prior to this current role, Mr. Arnesen was responsible for the firm's portfolio and asset management group.  Mr. Arnesen serves on various portfolio management and investment committees, as well as Rockwood's Investment Strategy and Research Committee. Prior to joining Rockwood, Mr. Arnesen held senior roles in both acquisitions and asset management. Mr. Arnesen was most recently a Managing Director of Acquisitions in North America at JER Partners as well as interim head of Asset Management for JER's European funds, where he leveraged his earlier exp ... (view full description)

Joe Azrack

Chairman / Principal
I-195 District Redevelopment Commission / Azrack & Company

Joseph Azrack is the principal owner of Azrack & Company, an investment and advisory firm focused on the real estate industry. Azrack has over 30 years of real estate investment experience and was previously Managing Partner and Chairman of Apollo Global Management's real estate business, as well as CEO and Chairman of AEW Capital Management. Azrack holds an M.B.A. from Columbia University and a B.S. from Villanova University. He is a trustee of the Urban Land Institute and Adjunct Professor at Columbia University's Graduate School of Business Administration.

Reza Basharzad

Senior Vice President
Paladin Realty Partners, LLC

Reza Basharzad is a Senior Vice President at Paladin Realty, where he focuses on client relations, fund administration, reporting and other matters. Prior to joining Paladin Realty in 2010, Mr. Basharzad was an Assistant Vice President with Triton Pacific Capital, a Los Angeles-based real estate investment bank specializing in raising institutional capital for emerging real estate managers. In this capacity, he was responsible for the development and underwriting of new business opportunities and helped secure approximately $2 billion in institutional capital across six investment vehicles including joint ventures and discretionary commingled funds. Mr. Basharzad began his career at SunAmeri ... (view full description)

Russ Bates

Head of the Americas, GIRE
Aviva Investors

Russ Bates serves as the Head of the Americas and is a member of the investment committee of the Aviva Investors Global Indirect Real Estate group, a real estate asset manager that invests with operating partners through joint venture, co-investment and fund structures.  The group manages over $6.5 billion in assets under management invested in over 150 holdings worldwide that are managed by 20 investment professionals located in New York, London and Singapore. Russ is responsible for the management of mandates and investments across the Americas, including the sourcing and underwriting of investment opportunities and evaluation of operators, fund sponsors and investment strategies. He was a ... (view full description)

Sasha Bernier

Hestia Holdings

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

Larry Block

Managing Director, Counsel and Chief Compliance Officer
Island Capital Group LLC

Lawrence S. Block is Managing Director, Counsel and Chief Compliance Officer for Island Capital Group LLC ("ICG"), a real estate merchant banking firm; Managing Director, Counsel and Chief Compliance Officer for C-III Capital Partners LLC and its affiliates ("C-III"), including C-III Investment Management LLC, an SEC-registered investment adviser; President and Chief Compliance Officer of Anubis Securities LLC ("Anubis"), a registered broker-dealer; and Senior Vice President of Resource America, Inc. and its affiliates ("RAI"). He joined Island Capital, C-III and Anubis in January 2011, and became an officer of RAI and its affiliates in September 2016. From March 2005 through January 2011, M ... (view full description)

Chase Bolding

Senior Director, Portfolio Manager
Invesco Real Estate

Mr. Bolding joined Invesco Real Estate in 2010 as an Associate in the Structured Investments Group. His primary responsibilities entail the sourcing and structuring of non-core investments throughout the U.S. and Europe, and the overall management and execution of the opportunistic fund series. Investment capabilities include debt, equity, and hybrid structures.
Prior to joining Invesco, Mr. Bolding worked for Greenfield Partners, a real estate private equity fund headquartered in Connecticut. He holds a B.A. in economics from The University of Texas at Austin and is a CFA charter holder.

Vamsi Bonthala

Arbor Lodging Partners

Vamsi Bonthala is a co-founder of Arbor Lodging and Chief Executive Officer of Arbor Lodging Partners, the investment arm of Arbor Lodging. In this role, Vamsi leads general corporate strategy for Arbor Lodging and all efforts related to acquisitions/dispositions, capital markets, joint venture partnerships, and asset management. Prior to co-founding Arbor Lodging, Vamsi practiced corporate law in the Private Equity group of Kirkland & Ellis LLP and the Real Estate Group of Cadwalader, Wickersham & Taft LLP. Vamsi earned his BA in Economics and Political Science from the University of Michigan, where he received Class Honors and University Honors. Vamsi earned his JD from the Univers ... (view full description)

Richard Brace

Director of Research
AEW Capital Management

Mr. Brace is a Director of the firm and a senior professional in AEW Research, the firms in-house research group. With over 24 years of experience in applied market research, Mr. Brace has primary responsibility for providing strategic support and risk assessment in asset and portfolio management decisions for the firms senior housing and opportunistic investments. Mr. Brace joined AEW in 2007, after eight years with Torto Wheaton Research (now CBRE Econometric Advisors) in Boston, where he was Senior Vice President and Director of Investment Strategy services. Previously, he was Research Director at AMRESCO, Inc., supporting real estate and capital markets needs for the firm and its subs ... (view full description)

Christopher Brodhead

SVP, Investor Relations

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

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Tommy Brown

LGT Capital Partners

Mr. Brown is a Partner at LGT Clerestory LLC. He has more than 23 years of real estate experience. Prior to LGT Clerestory LLC, he was Global Head of Real Estate for Deutsche Bank Private Wealth Management, based in London. The majority of his career was spent with JPMorgan Real Estate Investment Banking in London, New York and Frankfurt.

Jason Burian

CohnReznick LLP

Jason Burian, CPA, is the Managing Partner for CohnReznick’s Chicago office and is a member of the Firm’s Assurance Practice. He also leads the Commercial Real Estate Industry Practice in the firm's Chicago office. He has almost 18 years of experience in public accounting, providing clients with audits, compilations, compliance, due diligence, agreed-upon procedures, and other accounting services. His clients include real estate operating companies, real estate syndicators, real estate investment funds, and real estate developers.

Matthew Burk

Fairway America, LLC

Matt Burk is the nation's foremost authority in the specialized field of non-institutional sized, small balance real estate (SBRE) asset based 506 regulation D pooled investment funds. He is a widely respected and highly regarded advisor, consultant, and investment manager, mentoring dozens of SBRE fund managers around the country and author of the industry gold standard blog followed closely by serious SBRE entrepreneurs and HNW investors alike. He has played the leading role in the architecture and creation of more than 100 SBRE funds tallying more than $2,500,000,000 in total offerings since 2012.   Matt is Founder and CEO of Fairway America, LLC,, and Chief Inve ... (view full description)

Chad Burkhardt

Managing Director
CenterSquare Investment Management

Mr. Burkhardt serves as a Senior Vice President in the Acquisition Group of CenterSquare Investment Management. He is responsible for the sourcing, underwriting and closing of acquisitions in the eastern region of the United States. Mr. Burkhardt brings 12 years of experience in real estate principal investing. Prior to joining CenterSquare, he served as a Director of Blackpoint Partners, where he led evaluation, underwriting, and execution of prospective acquisitions. Previously, Mr. Burkhardt was a Vice President at D.E. Shaw & Co., a multi-strategy hedge fund based in New York. Mr. Burkhardt oversaw commercial real estate acquisitions, which included the purchase of senior and subordi ... (view full description)

Michael Butz

Partner, Investments
Torchlight Investors

Mr. Butz is a Partner at Torchlight Investors in the Acquisitions and Loan Origination Group where he has helped to invest over $1 billion of Torchlight’s opportunity fund capital since 2011. Before joining Torchlight, Mr. Butz was a Director with Hypo Real Estate Capital Corp from 2004 to 2011, where he originated and acquired over $4 billion of large, structured senior and subordinate commercial real estate loans. Between 1997 and 2004 Mr. Butz was primarily involved in CMBS lending at industry leading investment banks including Morgan Stanley and Nomura Securities. Mr. Butz began his career in 1994 in the commercial real estate group at Arthur Andersen. Mr. Butz received a B.S. in Busines ... (view full description)

Christopher Caltabiano

Senior Vice President - Asset Management
Shorenstein Realty Services, LP

Eric Cannon

Senior Director - Investment Group
American Realty Advisors

Eric Cannon is a Senior Director in the Investment Group of American Realty Advisors (ARA), responsible for sourcing, underwriting, structuring, and executing investments in the New York to Washington, D.C. corridor.  On behalf of ARA’s private investment funds and managed accounts, such investments have consisted of office, industrial, retail, and multifamily across the capital stack including direct equity, joint venture equity, preferred equity, and mezzanine debt.  Prior to joining ARA, Mr. Cannon was a Director of Acquisitions at Grosvenor Fund Management where he was responsible for all aspects of the transaction process for the firm’s commingled funds and institutional clients.  Prior ... (view full description)

Frank Caprio

Former State Treasurer of RI & Chair RI State Investment Commission
Treasury - RI

 Mr. Caprio has 25 years of experience at the intersection of investments, government, and law. He served in elective office for 20 years on the state level in Rhode Island, including his service as Treasurer of Rhode Island. While State Treasurer he led investment decisions as Chairman of the State's $8 billion pension fund from 2007 – 2010. During that time the RI pension fund was a national performance leader and was recognized by national observers as one of the few State Pension funds that exited sub-prime mortgage investments ahead of the Great Recession. Since 2011 he has been a Managing Director of Chatham Capital a private credit fund with $1 Billion under manageme ... (view full description)

Matthew Carbone

Managing Director
American Infrastructure Funds

Matt Carbone co-founded AIM in 2006 and has nearly 30 years of experience in private equity and corporate finance. He has sourced, managed, and/or executed more than 100 transactions worth over $10 billion. Prior to joining AIM, he founded and led Wit Capital Group’s West Coast operations growth to more than 100 employees and was responsible for building and managing the firm’s investment banking operations. He was a member of its Executive, Management, and Commitment Committees. Earlier, Matt worked in the investment banking divisions of Morgan Stanley, First Boston Corporation and Smith Barney.  Matt currently serves on the Boards for Landmark Infrastructure Partners, LP (Chairman), ... (view full description)

Patrick Cardon

Managing Member
Window Rock Capital Partners

Patrick Cardon is the Managing Member for Window Rock Capital Partners, a manager of residential mortgage credit funds. He provides insightful leadership and strategic investment direction while overseeing the firm's day-to-day operations and porfolio management.

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)

Peter Casey

Managing Director
Sack Properties

Mr. Casey is a Managing Director with Sack Properties. He is responsible for business development and equity capital formation for investment vehicles. Prior to joining Sack he was a Director with IEC and worked in various roles across the investment bank and asset management division of JP Morgan Chase & Co.

Peter holds a Bachelor of Science from Vanderbilt University and an MBA with a real estate concentration from the University of North Carolina – Chapel Hill. He is also a member of the Urban Land Institute.

Barry Chase

Managing Principal & CEO
Belay Investment Group

Mr. Chase is responsible for overseeing all investment activities for Belay Investment Group, LLC, and is a member of the firm’s Investment Committee. He has more than 35 years of institutional real estate investment experience. Prior to co-founding AVP Advisors, LLC in 2004 (the predecessor firm to Belay), Mr. Chase held senior executive positions at Koll Development, Cushman Realty Corporation and CT Realty, where he directed more than $2.5 billion in commercial real estate transactions through multiple market cycles. During his career Mr. Chase has been involved in all aspects of the real estate value chain, including deal origination, acquisitions/dispositions, asset management, ... (view full description)

Gena Cheng

Managing Director

Liah Chin

Artemis Real Estate Partners

Ms. Chin is a Vice President responsible for supporting the acquisition and asset management activities of Artemis. Ms. Chin is based in New York City. Previously, Ms. Chin was an Associate at The Praedium Group.  Ms. Chin was responsible for the analysis, due diligence, financing, and transaction execution functions for the acquisition of new assets, as well as for the management and disposition of existing assets.  Ms. Chin also focused on the origination of mezzanine debt and the development of condominium projects in New York City.  Prior to The Praedium Group, Ms. Chin was an Analyst at Sorin Capital Management, a real estate hedge fund, where she focused on the evaluation o ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also Chief Executive Officer of Aurora Industrial. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Aurora Industrial, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

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)

Michael Cohen

Director of Advisory Services
CoStar Portfolio Strategy

Michael Cohen serves as Director of Advisory Services with CoStar Portfolio Strategy. With offices in Boston, Washington, D.C. and London, CoStar Portfolio Strategy is the leading provider of independent commercial real estate research and portfolio strategy services to the institutional real estate community. With views on markets in the United States and Europe, the firm provides clients with expertise in real estate market analysis, real estate portfolio analysis, mortgage risk analysis, and the design of productive real estate investment strategies. Clients include commercial banks, insurance companies, Wall Street firms, rating agencies, government agencies, pension funds, sovereign wea ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Steve Coyle

Managing Director
The Davis Companies

Steve joined The Davis Companies in March 2017 as a managing Director. Steve leads the Investor Relations and marketing for the firm. Steve oversees the Investor Relations team and has primary responsibility for all investor communications, as well as managing, maintaining and expanding The Davis Companies' investor, consultant and distribution relationships. Steve also leads the development and implementation of marketing and public relations strategies for the Company, its funds and other investment vehicles.


Matthew Cudrin

Bryan Cave Leighton Paisner LLP

Matthew Cudrin focuses on representing opportunity funds, major developers, lenders, property owners and investors in structuring, negotiating and closing varied and complex commercial real estate transactions throughout the United States covering nearly every asset class.
Mr. Cudrin is a partner in the firm’s Real Estate Client Service Group and member of its Real Estate Private Equity and REITs Team. He was previously with Bryan Cave from 2005 until 2014.

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of the General Partner and Dalfen Industrial. He has oversight responsibility for all of Dalfen’s businesses, investment activities, strategic direction, and resources. After joining the firm in 2006, Sean was instrumental in the firm becoming one of the largest buyers of industrial real estate, having executed over $6 billion of transactions involving in excess of 40 million square feet of industrial properties in North America. Prior to Dalfen, Sean worked at NAI Commercial as an Investment Sales Broker where he was one of the company’s Top 10 producers in Canada. Sean is involved in a variety of philanthropic activities and i ... (view full description)

Peter DiCorpo

Chief Operating Officer
Waypoint Residential

Peter DiCorpo, Chief Operating Officer – Mr. DiCorpo has 22 years of experience in real estate across all sectors. Prior to joining Waypoint Residential, he was the President of the U.S. Core Investment Platform for CBRE Global Investors. Mr. DiCorpo oversaw the firm’s $10.2 billion core investment business in the United States. Prior to that he was the firm’s Chief Operating Officer and oversaw their operations in the UK and Europe. He began his real estate career at AIG Global Real Estate, where he served in a number of roles including Chief Administration Officer. He holds a B.A. cum laude from Colgate University, a Masters in Professional Accounting from the University of Hartfo ... (view full description)

Sara Doelger

Argosy Real Estate Partners

Sara Doelger is a Principal with Argosy Real Estate Partners.  Argosy Real Estate Partners invests joint venture equity capital in multifamily, single family build-for-rent, retail, lodging, office, industrial, life sciences and residential land assets throughout the United States.  Argosy’s investment strategies include opportunistic, core plus, and Opportunity Zone investments.  Ms. Doelger is responsible for deal sourcing, transactions, asset management and ESG initiatives. Prior to joining Argosy, Sara held development positions at retail and multifamily real estate firms. Ms. Doelger holds an MBA with a concentration in Real Estate from the Wharton School at the University o ... (view full description)

Michael Dombai

Managing Director
Alter Domus

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

Darin Early

Rhode Island Commerce Corporation

Darin Early is currently the President and Chief Operating Officer of the Rhode Island Commerce Corporation (“RICC”), a quasi-public state entity responsible for investing in, re-positioning and growing Rhode Island’s economy. Over the past 18 months, RICC has developed and deployed a novel set of targeted investment vehicles designed to catalyze growth, including Rebuild Rhode Island, a real estate development program that has financed over $800M in projects to date.  Prior to his government service, Darin was an Executive Vice President at JLL specializing in large-scale investment and development transactions. Most notably, Darin led work on the $15B redevelopment of the World Trade Cente ... (view full description)

Daniel Edrei

Managing Partner
Anika Equities and TCS Anika Homes

Anika Equities invests equity in new developments and value-add opportunities with quality, experienced sponsors in select markets nationwide.   TCS Anika Homes buys, renovates, leases, manages and sells turnkey workforce housing SFR's to investors in the Philadelphia area.  Daniel Edrei has almost 25 years of experience as a lender, developer, owner and investor. Over his career, he has been responsible for loan and investment originations, underwriting, asset management, and the marketing of a multitude of financial products including commercial real estate conventional, bridge and mezzanine loans, preferred equity loans, equity LP and GP Co-invest JV’s, account rec ... (view full description)

Brent Elkins

Managing Director
Beacon Capital Partners

Brent Elkins oversees equity capital raising for Beacon Capital Partners. Beacon is a leading investor and owner-operator of urban office properties in select US office markets.  Since its formation in 1998, Beacon has acquired over 88 million square feet of office investments with total projected cost of over $38 billion.  Prior to joining Beacon, Mr. Elkins was a Managing Director at BlackRock where he served as global head of capital raising for the firm’s diversified real estate platform. Previously, Mr. Elkins held investment and fundraising leadership roles as Senior Vice President at Colony Capital, Executive Director at Morgan Stanley, and Director of Business Development at AMB (now ... (view full description)

Brian Eng

Managing Principal
Clay Cove Capital, LLC

Thomas Errath

Managing Director
Harrison Street

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

Brian Fallon

Davis Cos Development Group

Robert Farrow

Managing Principal
Caprock L.P. / CapAnimadverto Management, L.P.

Robert M. Farrow is Managing Principal of CapAnimadverto Global Macro and Special Situations Multi-Series Investments. The firm’s primary investment focus is real estate/real estate collateral, covering sovereign credit, real estate capital markets, global property, and cross-border/domestic insolvency. Mr. Farrow is a strategist and portfolio manager for a global book of identified systemic risk exposures resulting from property-level information inefficiencies, excess credit, and overcapacity within the built environment. He has been a specialist in the real estate sector for more than 17 years and has managed, consulted, and advised in excess of ten-million square feet ... (view full description)

Carlos Febres-Mazzei

Eastdil Secured

Carlos heads the Debt Placement team for Eastdil Secured’s Boston office, where he originates, structures, and executes debt and equity financings for institutional quality real estate, including development projects and existing assets. He previously shared leadership of CBRE’s debt and structured finance team in Boston after six years at HFF. Over the course of his career, Carlos has contributed to some of the most innovative urban mixed-use projects in Boston, including Pier 4, Pierce Boston, Fan Pier, redevelopments in the Fort Point District, and Congress Square. He was named 40 Under 40 both by ULI in 2014 and by the Boston Business Journal in 2012.  He holds an MBA, Magna Cum Laude, f ... (view full description)

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

Mr. Fields is Senior Vice President of Inland Institutional Capital, LLC where he is responsible for the portfolio management of the Inland Retail Property Fund, capital raising and advisory services to the companies that are a part of The Inland Real Estate Group of Companies, Inc. Prior to working for Inland, Mr. Fields was Managing Director and Head of Real Estate at Capital Dynamics based in Zurich, Switzerland. At Capital Dynamics, Mr. Fields established the private equity real estate investment management division based upon his many years of investment experience, coupled with Capital Dynamics private equity structure and processes. Mr. Fields previously oversaw HRJ Capita ... (view full description)

Howard Fife

Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Ar ... (view full description)

Paul Foye

US Real Estate Practice Leader

Current Responsibilities Paul Foye is the Marsh US Real Estate Practice leader.. His fields of expertise include: Real estate and hospitality risk and insurance programs. Owner and contractor controlled insurance programs. Captive insurance company management and administration. He has 28 years of experience in the risk and insurance business as an Underwriter, Risk Manager and Broker. At Marsh he has spent 14 year as a client executive and most recently East Coast Real Estate Practice Leader. In this capacity he ledMarsh teams on major real estate clients including but not limited to: AEW Capital Management, TIAA-CREF Real Estate ... (view full description)

Greg Friedman

Chief Executive Officer
Peachtree Hotel Group

Greg has more than 22 years’ hospitality experience with an emphasis on deal-structure and financing. He successfully has led Peachtree in more than $5 billion in hotel acquisitions, investments and development since co-founding the company. He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed and funded more than 300 hospitality FF&E financing transac ... (view full description)

Warren Friend

Head of Product Strategy and Strategic Client Development

Jeff Gardner

Invesco Real Estate

Jeffrey W. Gardner – Director, Client Portfolio Management   Mr. Gardner. joined Invesco Real Estate in 2013 as a Director in the Global Client Portfolio Management team. He is responsible for business development, investor relations and managing the fund formation and capital raising process for Invesco Real Estate’s Asia-Pacific, European and U.S. value-add, opportunistic and credit funds. He also supports existing and new client relationships.   Prior to joining Invesco Real Estate, Mr. Gardner was with the Carlyle Group where he was a Senior Associate on the real estate solutions team (Metropolitan Real Estate), a private equity real estate ... (view full description)

Gerald Garrett

Oklahoma Firefighters Pension & Retirement System

Gerald is a 30-year veteran of the Tulsa Fire Department where he is currently head of the Planning and Research Branch. He has served as a trustee of the Oklahoma Firefighters Pension System for over 14 years, holding positions on the rules committee, investment committee and as chairman of the board. Gerald served 12 years as Vice President of the Tulsa firefighters IAFF Local 176. Since 1994 he has served as the Unions appointee to the Tulsa Firefighters Trust Fund, which provides health, life and dental insurance to over 1100 active and retired firefighters. For the last 10 years Gerald has been a member of the City of Tulsa deferred compensation (457) committee with over 75 million d ... (view full description)

Randy Giraldo

Managing Director - Portfolio Management
TH Real Estate

With 20 years’ real estate experience, Randy is a managing director and oversees the firm’s equity portfolio management team in Americas, which is responsible for all equity funds and separate accounts totaling in excess of $50bn in gross assets under management. He also sits on the TH Real Estate Americas Investment Committee.

Steven Glener

SVP/Director of Programming
Information Management Network

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC

Ms. Greis is the founder and CIO of Perennial Capital. She began her real estate career with a large, US real estate syndicator where she was involved in the acquisition of large commercial properties. Later, as EVP of a publicly-held bank, she managed 300+ people and over 90% of the holding company profit of the $1 billion institution and was heavily involved in the evaluation, due diligence and bidding process for failing banks from the FDIC. Later, she became a consultant for Cambridge Associates and worked with clients such as Harvard University and large family offices with world-wide name recognition. Before Perennial Capital, she was the Acting Director of Investments for a NYC-based ... (view full description)

Jeffrey Gronning

Managing Principal
Normandy Partners

Jeffrey K. Gronning, Founder and Partner. Mr. Gronning is a founder and partner of the Normandy Real Estate Funds and also serves as the firm’s Chief Compliance Officer. Prior to joining Normandy in 2005, Mr. Gronning held the position of Executive Director and Chief Financial Officer of Morgan Stanley’s real estate investing division and served on its Investment Committee. During his 12 years at Morgan Stanley, Mr. Gronning gained global transaction and capital markets experience and had financial responsibility for a $13 billion asset portfolio, serving more than 100 institutional clients. Mr. Gronning has been instrumental in raising over $4.0 bi ... (view full description)

Michael Halperin

Managing Director
Contrarian Capital Management, LLC

Michael Halperin has over 25 years of real estate finance, workout and investment experience, including 21 years focused on distressed and opportunistic real estate transactions throughout the United States and Europe. He has been a senior member of Contrarian Capital Management’s real estate team for over fifteen years and serves on the real estate investment committee and firm’s valuation committee. At Contrarian, he is responsible for acquisitions of distressed/opportunistic real estate and real estate debt, and identifying and managing joint ventures with local operating partners. Contrarian Capital Management is an institutional investment manager with over $4.7 billion of assets under ... (view full description)

John A Hamon


John Hamon is the founder and CEO of Fortimize, with a background that runs deep in financial services. John holds a Series 65 FINRA Registered Investment Advisor license with experience in technology, management consulting, and sales. John has a rich entrepreneurial history in diverse industries including hedge funds/RIAs, and technology and energy from startup to acquisition. John has a proven ability to develop new business and forge strategic relationships. One of the strategic advantages from more than 25 years in financial services is John’s demonstrated track record of negotiating complex transactions with key executives across this wide range of industries. A gifted think ... (view full description)

Dan Hartman

Managing Director
Terra Captial

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack.  At Terra Capital Partners, Mr. Hartman is a Managing Director responsible for transaction origination focusing on first mortgage, mezzanine and preferred equity on virtually all property types and with business plans ranging from ground up construction to stabilized. His most recent previous position was at Ares Management, a successor to Wrightwood Capital, a position he held for nine years investing first mortgage and mezzanine debt and equity. He has also held positions at GE Capital Corp, Mercedes Benz Capital, ORIX and JP Morgan Chase.   Mr. Hartman is a graduate of Co ... (view full description)

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

Terence Hatton is Managing Director and Group Head of Fund Finance for MUFG. Mr. Hatton manages the group’s clients across the U.S. He is focused on providing subscription and bridge capital call facilities to all types of private equity funds. With more than 25 years of combined banking and private equity experience, Mr. Hatton joined MUFG in 2011. Prior to his current position, Mr. Hatton was employed at Starwood Capital Group were he was responsible for arranging debt financing on various commercial properties.  He also served as managing director of Bank of America for 16 years. Mr. Hatton received his bachelor’s degree in economics from University of Western Onta ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings on behalf of his clients. Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family o ... (view full description)

Eric Henderson

East Horizon Investments, LLC

Eric Uchida Henderson, CFA is the Chief Investment Officer of East Horizon Investments, a niche investment management and advisory firm that provides thoughtful wealth management and financial planning expertise. He advises a wide range of clients from individuals, families, endowments, foundations and businesses. Eric is responsible for constructing portfolios and implementing investment strategies across multiple asset classes. With over 25 years of investing experience in Asia and in the United States, Eric previously worked as a portfolio manager and an equity analyst at firms including Bank of America, John Hancock, RBS, ING Barings and Nomura Securities. Eric received his BSc and MS ... (view full description)

David Himmelreich

Council Member
Connecticut State Investment Advisory Panel

Jennifer Hoffman

Of Counsel
Nelson Mullins Riley & Scarborough LLP

Andrew Holm

Managing Director
Ares Real Estate Group

Mr. Holm is a Managing Director in the Ares Real Estate Group, where he focuses on U.S. real estate equity.  Additionally, he serves on the Ares Real Estate Group U.S. Equity Investment Committee. Prior to joining Ares in 2013, he was a Principal at AREA Property Partners. Previously, Mr. Holm was an Analyst at Lazard, where he focused on real estate investment banking. Mr. Holm holds a B.A., summa cum laude, from Harvard College in Government.

Kamil Homsi

Global Realty Capital LLC

 Kamil Homsi is the Co-Founder/CEO of the GRC Investment Group, a single-family office operating in Dubai.  Mr. Homsi leads the global portfolio oversight and  strategic alignment and expansion teams focusing on alternative investments, commercial real estate, renewable energy, waste management, FinTech, Proptech, and life sciences. His ultimate mandate is growth and capital preservation. A multi-lingual, seasoned executive, Kamil is a consummate global entrepreneur with 35+ years of transaction-concentric experience in cross-border deal structures, public-private partnerships, alternative investments, and capital markets. Kamil is a globally-recognized speaker at conferences and in th ... (view full description)

Adam Hooper

CEO & Founder

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (view full description)

Mike Hu

Senior Vice President - Capital Markets
Gaw Capital Partners

Mike Hu is a Senior Vice President at Gaw Capital Partners and he leads the Capital Markets team in the United States.  Mr. Hu is based in Los Angeles, the US headquarters, and is responsible for capital formation, co-investments, separate account investments, investor relations and marketing.    Mr. Hu joined Gaw Capital in 2011 and was previously a member of Gaw Capital’s acquisitions team based in Hong Kong, the global headquarters.  In December 2014, Mr. Hu relocated to Los Angeles to help grow the US business.   Before joining Gaw, Mr. Hu was with Tishman Speyer in London and New York, where he as part of their Leadership Development Program.  While at Tishman Sp ... (view full description)

Brandon Huffman

Managing Principal
Rubenstein Partners

Brandon joined Rubenstein Partners in 2008.  As Portfolio Manager of Equity Investments, he is responsible for implementing and overseeing all aspects of the firm’s value-added funds and is a member of the Investment Committee.

Prior to Rubenstein Partners, Brandon worked at Wachovia Securities in the Real Estate Leveraged Finance Group.  He graduated from the University of Virginia with a Bachelor of Science in Commerce with a concentration in Finance and a Bachelor of Arts in Spanish.
Brandon is a member of PREA, ULI and the Editorial Board of Institutional Real Estate, Incorporated.  He is also a member of the Philadelphia Chapter of YPO.

Andrew Jacobs

Managing Director
Metropolitan Real Estate

Andrew Jacobs is a senior investment professional at Metropolitan Real Estate Equity Management and a voting member of the investment committee of same. Andrew is responsible for identifying, evaluating and overseeing real estate private equity fund managers and investment opportunities. Investments span the capital stack, property types and global markets. Andrew also seeks and reviews opportunities to purchase interests in underlying funds on the secondary market. In addition to his responsibilities at Metropolitan, Andrew is an adjunct professor of Real Estate Finance at Columbia Business School where he teaches a capstone real estate class to fourth term MBA students. For the ten years p ... (view full description)

George Jalil

Lead Analyst
NAPA Ventures

Sunder Jambunathan

Certes Partners

Mr. Jambunathan has extensive experience as a commercial real estate investor, having closed over $600M of acquisitions and having had asset management responsibility for over $1.2B of assets across the United States. He has played a key role in the acquisition, financing and management of hospitality, multifamily, and development strategies and has most recently overseen 2 completed condo developments, including a 69 unit luxury conversion in Manhattan as well as a 273 unit ground-up project in Seattle, WA. Prior to forming Certes, Mr. Jambunathan spent 6 years at RREEF, a real estate investment manager with EUR 43.6B under management. Most recently, he served as an Assistant Vi ... (view full description)

Gary Jaye

Senior Managing Director
CBRE Global Investors

GARY JAYE SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL ACQUISITIONS – AMERICAS Gary Jaye joined CBRE Global Investors in 2006 and is a Senior Managing Director and the Head of Commercial Acquisitions for the Americas.   In this capacity, Mr. Jaye oversees a national team of acquisition professionals and all facets of acquisitions for  and CBRE U.S. Core Partners, LP., CBRE Strategic Partners U.S. Fund Series,   international, SWF and U.S. separate account clients.  He joined the real estate industry in 1990 and has completed billions of dollars’ worth of direct, structured and joint venture transactions. In addition, Mr. Jaye has extensive expertise in structuring transactions fo ... (view full description)

Grant Jiao

Managing Director
Gemdale USA Corporation

No biography specified

Bryan Kane

Senior Vice President - Acquisitions
Federal Capital Partners

Paul Kang

President & CIO
Alta Capital Group

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

Ronald Kaplan

Partner, CRE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Scott Kelley

Founder & CEO
Aetos Capital Real Estate

Christopher Kelly

Managing Director
Amherst Capital

Christopher T. Kelly is a Managing Director and Head of Commercial Real Estate (CRE) Lending at Amherst Capital Management.  In this role, Chris is responsible for all facets of Amherst Capital’s CRE middle-market Lending business, targeting senior mortgage investments in all types of commercial and for-rent residential real estate assets. A 28-year commercial real estate professional, Chris has extensive experience in real estate debt, mezzanine and equity markets. Prior to joining Amherst Capital, Chris was a Managing Director and Head of Real Estate at CapitalSource, a division of Pacific Western Bank, responsible for all facets of the national real estate lending business. Previous ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

Ed Kindelan

Office Managing Partner-Boston
CohnReznick LLP

Edmund S. Kindelan, CPA, is the Office Managing Partner for CohnReznick’s Boston office. He focuses on client service and growth within the Connecticut and Massachusetts offices and works closely with CohnReznick partners to ensure the Firm provides the full depth and breadth of CohnReznick resources to clients. Ed is also the practice leader in New England for the Commercial Real Estate Industry practice and provides accounting, tax, and advisory services to commercial real estate developers, property managers, private equity funds, and contractors. His clients include companies developing, owning, and managing multifamily, office, hotel, industrial, and student housing properti ... (view full description)

Lisa Knee


Lisa Knee is a Tax Partner with over 20 years of experience. Her expertise covers a range of real estate transactions and situations, including acquisitions, refinancing, like-kind exchanges, joint venture agreements, and structuring tax rehabilitation credits for a variety of clients, such as leading real estate owners, operators, investors, family offices, and developers, as well as hospitality companies, world-renowned restaurant groups, and financial service firms. She has also consulted with large boutique hotel groups on their acquisitions, dispositions, partner buy-outs, property renovations and rebuilds. As an advisor, Lisa assists high net worth individuals and family/ow ... (view full description)

James Kottage

Secretary - Treasurer
New Haven Fire Fighters

James Kottage is the Past Chairman and Trustee for the City of New Haven Police and Fire Retirement Board. Jim is a 22 year veteran Fire Captain for the New Haven Fire Service. Jim was an elected trustee for the City of New Haven Police and Fireman's Retirement Board for 15 years and had served as Chairman for 10 years.
Jim was also the Union President for New Haven Fire Fighters IAFF Local 825 from (2009-2015) and was the past Secretary/Treasurer the previous 10 years. Jim is currently a Trustee for the CT Uniformed Professional Fire Fighter Association. Jim is involved in many Civic organizations. 

Riggs Kubiak

Honest Buildings

Riggs Kubiak is the CEO & Co-Founder of Honest Buildings, the intuitive project management and procurement solution built for commercial real estate owners and managers. His passion for enabling urban progress project by project, building by building, city by city, has driven him to create an enterprise-grade platform with project management capabilities like centralized cost tracking, unlimited document sharing and vendor invoice processing. His dedication to the platform has resulted in partnerships with industry leaders like Brookfield, Vornado, Beacon Capital Partners, SL Green, Rudin Management Company, Invesco and The Milstein Companies. Prior to co-founding Honest Buildings ... (view full description)

Robert Kubica

VP and Asst General Counsel
The Davis Companies

Rob Kubica is Vice President and Assistant General Counsel for The Davis Companies, a Boston based real estate investment, development and management firm.  Rob is actively involved with numerous business and civic organizations in the Boston area, including serving on the Board of Overseers for Big Brothers and Big Sisters of Massachusetts Bay, as a Director of the Needham Land Trust, and as a co-chair of the leasing committee for the Boston Bar Association.

Pete Kutzer

Managing Partner
Edgewood Realty Partners, LLC

Pete Kutzer is a co-founder and principal of Edgewood Realty Partners, LLC. Edgewood is a private real estate investment firm which, along with its partners, acquires, invests in, develops, manages and disposes of high-quality commercial investment properties in the western United States. Edgewood and its partners frequently seek to add value to their investments by employing creative property improvement, repositioning, and/or capital markets strategies. Mr. Kutzer also serves as president of The Kutzer Company, a real estate investment management company, which actively manages approximately 1 million square feet of commercial property. Mr. Kutzer re­ceived a B.A. in economics from the ... (view full description)

Andy Kwon

Managing Director & Head of Real Estate Acquisitions
Garrison Investment Group

Mr. Kwon joined Garrison in June 2007 and is responsible for real estate acquisition activities. Mr. Kwon has originated, structured, underwritten and closed equity and debt investments across essentially all property types with a focus on secondary markets. Mr. Kwon is a member of the Firm's Management and Investment Committees. Prior to joining Garrison, Mr. Kwon was a Vice President at Urban Residential, where he led the acquisition effort in primary markets including ground-up development and conversion opportunities for residential and mixed-use hospitality projects. Prior to Urban Residential, Mr. Kwon was an Analyst with Bear Stearns in the Large Loan Group, where he was r ... (view full description)

Michelle LeRoy

CrossCon Real Assets Capital, Inc.

Michelle is based in Los Angeles and has >20 years experience in real estate working with fund managers, public and private REITs, operators and institutional investors. Prior to forming CrossCon, she was head of capital raising for the Macquarie Real Estate Group in North America. Michelle has been a Managing Director at Bear Stearns where she led origination, due diligence and capital raising efforts for third party real estate funds. She launched her career with Kenneth Leventhal in 1991, and has held senior positions at SL Green Realty as Head of Investor Relations, Citigroup Property Investors where she assisted in launching Citigroup’s first real estate fund of funds and Ernst and Y ... (view full description)

Chris Leavy

Shire Capital Advisors

Chris Leavy is a partner with Shire Capital Advisors, where he leads an investment group that has deployed over $100 million into private transactions in the cannabis industry. Chris is currently on the board of Ascend Wellness Holdings and the advisory board of Norcal Cannabis Company. He was named 20 People to Watch by Marijuana Business Magazine and was formerly the Co-Chairman of the Investment Committee for MedMen Opportunity Fund II.   Chris brings over two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a Managing Director at BlackRock, Chris oversaw $115 billion of fundamental equities and was a member of t ... (view full description)

Douglas Lee

Managing Director
Brightstone Capital Partners

Douglas Lee is a Managing Director and founding partner of Brightstone Capital Partners. Mr. Lee has more than 25 years of experience in real estate, finance and private equity. Prior to founding Brightstone, Mr. Lee served as a Managing Director, Head of Capital Markets and Member of the Investment Committee for Metropolitan Real Estate, a $3.2 billion investment management firm. Prior to joining Metropolitan, Mr. Lee held leadership and advisory roles at UBS Investment Bank and Goldman Sachs. Mr. Lee received a B.A. in Architecture from the University of California, Berkeley, and an M.B.A. from the Harvard Business School.

Robert Lee

SMD-Acquisitions -Capital
Beverly Park Group

As a healthcare real estate investor at and fund manager at HPA Lee focuses  on strategy, acquisitions, structuring joint ventures, capital development, and overall strategic partner relationships. The principals of HPA have acquired over $500 million in healthcare real estate and recently exited approximately $190m worth of healthcare real estate through the HPA Growth Fund. The team is currently preparing to launch Fund 2 as an emerging manager and continue to focus on a growth and income strategy for institutional quality health care real estate nationally. Personally, Lee has over 18 years of direct experience in real estate investment, private and institutional capital marke ... (view full description)

Chuck Leitner

Berkshire Group

Mr. Leitner is the CEO of Berkshire Group, a real estate investment management company primarily known for its multifamily investment and operational experience. He is a member of Berkshire’s Board of Directors, the Chairman of the Operating Committee, and serves on the Investment Committees. Previously he served as Chairman and President of the former REIT, Berkshire Income Realty, Inc. He has been with Berkshire since 2013. Mr. Leitner is an experienced executive, with over three decades in real estate and investment management. Prior to Berkshire Group, Mr. Leitner served as Chairman and CEO of the ULI Greenprint Center for Building Performance and as a member of the advisory board ... (view full description)

Brad Lenox

Morris, Manning & Martin, LLP

Brad Lenox is a partner in the Corporate, Securities, Real Estate Capital Markets and Funds & Alternative Investments practices at Morris, Manning & Martin, LLP. Mr. Lenox focuses his practice on advising clients on all aspects of fund formation and related legal matters, including initial fund formation, joint venture equity financings, organizational structuring, regulatory and tax structuring and compliance, closings, negotiating side letters, employee compensation issues and internal structuring among fund sponsor principals. Mr. Lenox has also spent significant time helping to form and take public listed and unlisted REITs, representing both issuers and underwriters, and working ... (view full description)

John Lippmann

Managing Director
NYL Real Estate Investors

Mr. Lippmann oversees special servicing and production of highly structured real estate loans across the national platform, including construction, bridge and mezzanine financings. He also coordinates the financing of certain equity investments managed by the firm. Prior to joining the firm in 2010, he held senior positions in the real estate groups at FTI Consulting and Eurohypo AG. He began his career at JPMorganChase. Mr. Lippmann has a BA degree from the School of Public Affairs at American University and an MBA in Finance from the Stern School of Business at New York University.

David Lynn

Everest Healthcare Properties, LLC

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

Phil Mader

CIO & President
Kingsbarn Realty Capital

As Chief Investment Officer of Kingsbarn Realty Capital and President of Kingsbarn Capital & Development, Phil Mader brings 24 years of experience in real estate investment and development.  In his position, Phil focuses on the development, investment, and asset management of quality real estate assets in high barrier-to-entry and expanding markets. Kingsbarn’s institutional and entrepreneurial combined experience provides for sophisticated investment decisions and execution while still being nimble and able to act quickly. Phil has deep experience as an investor, developer and operator for prominent international and domestic private equity, homebuilding and multifamily firms. Phi ... (view full description)

Maurice Malfatti

Managing Principal
Blue Heron Asset Management LLC

Maurice Malfatti is Managing Principal with Blue Heron Asset Management, a private equity real estate firm based in Raleigh, NC. Mr. Malfatti oversees portfolio management and day-to-day operations. 

Blue Heron is a vertically-integrated investment management firm with the capacity and expertise to acquire, reposition, and develop. The firm's current funds are focused on opportunistic investments in the Southeast, across multiple property types, primarily multifamily, mixed-use and office. 

Mr. Malfatti is a graduate of Lehigh University with a BS in Industrial Engineering.

Michael Mandel

Co-Founder & CEO

Michael is Co-Founder + CEO of CompStak.  CompStak creates transparency in commercial real estate by gathering information that is hard to find, difficult to compile or otherwise unavailable.  The world’s largest brokerage firms and preeminent real estate investors use CompStak’s commercial real estate data to compare properties and make investment decisions.   Since launching CompStak in early 2012, Michael has helped navigate the company through tremendous growth, with over $17 million raised, 70 major markets launched, and a growing team. He has been named 30 Under 30 by Real Estate New York, and a Rising Star by The Real Deal.   Michael is a regular speaker on the ... (view full description)

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

Aimee Martin

Senior Director
GTIS Partners

Aimee Martin is a Senior Director of  Acquisitions at GTIS Partners, and is responsible for the origination of new residential land development and homebuilding investments in multiple markets throughout the U.S.  Ms. Martin has over 25 years of diversified real estate experience in equity and debt investments, asset management and project finance, development and operations.  She is a skilled strategist and problem solver with a track record of value creation in residential projects across the country.  Prior to joining GTIS in 2021, Ms. Martin was a Managing Director at Isles Ranch Partners where she led the origination of the firm’s residential investments in Texas, Mountain/Central and E ... (view full description)

Ellen McGinnis

Haynes and Boone, LLP

Ellen McGinnis is a partner in the Finance Group of Haynes and Boone, LLP. Ellen works with financial institutions to structure, negotiate, and document complex loans to corporations, opportunity funds, and other commercial borrowers. With our team of finance and tax lawyers, she provides solutions that help our lending clients meet the business needs of their customers while facilitating the clients' credit and security goals. Ellen represents both foreign and domestic banks in transactions in the United States and around the world, often involving multi-currency and multiple option bid facilities, syndicated to groups of lenders.

James McGrade

Healthcare Property Advisors

Peter McNally

Executive Director
I-195 Redevelopment District

Peter McNally is the Executive Director of the I-195 Redevelopment District Commission. The Commission is charged with bringing to market 19 acres of land that was reclaimed after the relocation of a portion of route I-195 in downtown Providence, Rhode Island. Mr. McNally is a nationally respected professional who has a demonstrated passion for urban projects.   He spent most of his career in the investment management industry, focused within the real estate sector. As an investor he has been responsible for well over 100 real estate transactions which include large-scale mixed-use development projects as well as numerous historic and iconic building renovations in cities across ... (view full description)

Jamil McNeal

Senior Investment Analyst
GuideStone Financial Resources

Jamil McNeal is a Senior Investment Analyst at GuideStone Financial Resources (GSFR).  He is lead analyst for sourcing, due diligence, and monitoring of private market investments within the Portfolio Management group and works closely with the Senior PM and CIO on the corporate asset  portfolio's asset allocation, liquidity managment, and strategic positioning.  His responsibilities extend across all alternative and private market asset classes.  Jamil began his career as a Residential Mortgage Backed Securities (RMBS) analyst in 2004 with Wells Fargo Bank - Corporate Trust Services.  His educational background includes a Bachelors of Arts from the University of Virginia, an MBA from Keller ... (view full description)

Jon-Paul Momsen

Sr. Managing Director
Harbert Management Corp.

Michael Moran

Managing Director
Allstate Investments

No biography specified

Kevin Morgenroth

Senior Vice President

Mr. Morgenroth is a senior vice president and commercial real estate portfolio manager in PIMCO’s New York office. His responsibilities include sourcing, underwriting and managing opportunistic equity and debt real estate investments across various property types. Prior to joining PIMCO in 2012, he was responsible for the sourcing, structuring and management of real estate investments throughout the U.S. at AREA Property Partners. Previously, he held positions in the real estate investment banking and principal investing groups at Morgan Stanley. He holds a bachelor’s degree in applied economics and management from Cornell University.

Andrew Moylan

Head of Real Estate Products

Andrew Moylan joined Preqin in 2007 and is Head of Real Estate Products. Andrew is responsible for the overall strategy of Preqin’s real estate business, developing and promoting award-winning products, producing and editing real estate focused research, and managing other strategic initiatives. Andrew is a regular contributor of articles and features in the financial press and his research has featured in the Financial Times and the Wall Street Journal as well as in specialist media. Andrew has a BA from the University of Manchester. Preqin is the alternative assets industry’s leading source of data and intelligence with over 350 staff based in New York, London, San Francisco, Singapore, Ho ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Rao Mulpuri

View Inc.

Dr. Mulpuri is responsible for the strategic direction, and financial and operational performance of the company. Under his leadership, View has grown from 20 to over 500 employees today, and has achieved several milestones including launching the first commercial-scale dynamic glass product for real estate, building a state-of-the-art factory, winning over 500 customers, and filing 500+ patents. Prior to View Inc., Dr. Mulpuri held several executive positions at Novellus Systems, most recently as President of Novellus Systems Japan, and Vice President and General Manager of the Integrated Metals Business Unit.  He holds a BE in Mechanical Engineering from Manipal Institute of Technology, In ... (view full description)

John Napoli

Seyfarth Shaw LLP

Mr. Napoli is co-managing partner of the firm's New York office. He practices in the areas of federal, state and local taxation and chairs the firm's national Tax practice group. He represents both public and private clients and regularly advises clients on tax issues relating to corporate mergers and acquisitions, international transactions, restructurings, consolidations, financing, real estate (including REITs), tax free like kind 1031 exchanges, subchapter S corporations, partnerships, joint ventures, and limited liability companies. Mr. Napoli has been instrumental in structuring numerous tax-efficient transactions, including the formation, operation and liquidation of REITs and UPREITs ... (view full description)

Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

With more than 30 years of professional experience, Brian Newman is a partner in CohnReznick’s Hartford, CT office and the Practice Leader of the Firm’s Federal Tax Services nationally. Brian concentrates on the formation, operation, and dissolution of partnerships, C-corporations, S-corporations, and limited liability companies. He also has extensive experience dealing with tax issues for family-owned and Fortune 500 businesses, serving clients across various industries including real estate, manufacturing and distribution, technology, and construction. Brian is a frequent speaker and author on issues involving federal and state taxation and partnership ... (view full description)

Adrienne Ortyl

Vice President
AEW Research

Ms. Ortyl is a Vice President in AEW Research, the firm’s in-house research group, where she supports AEW’s Direct Investment Group.  Ms. Ortyl has 19 years of experience in the macroeconomic and regional economic fields, which she draws upon to prepare reports for prospective, existing and new private equity investments.  In addition to her work in the Direct Investments arena, Ms. Ortyl has also provided regional economic analysis for portfolio planning purposes for several government agencies through her work with the National Advisory Services Group.  Prior to joining AEW, Ms. Ortyl was employed by DRI-WEFA for five years.  At DRI-WEFA, she worked in both the macroeconomic and regional e ... (view full description)

David Pahl

Managing Principal
GTIS Partners

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and innovator with a backgroundin the diverse fields of real estate investing and pharmaceutical research. His experience as a pharmaceutical scientist drives his systematic approach to multifamily and  ... (view full description)

Sujan Patel

Founder and Managing Principal
Nantam Capital

Sujan Patel, Founder and Managing Principal, Nantam Capital   Nantam Capital is a real estate investment platform focused on investing in opportunistic and special situations across real estate and real-estate related operating and technology companies.  As part of these initiatives, Mr. Patel is on the executive committee and advisory board for the Arden Distressed Hospitality Fund, which is sponsored by the Arden Group based out of Philadelphia, and is a recently established, $500MM vehicle dedicated to investing in distressed hospitality assets. Prior to forming Nantam Capital in December 2018, Mr. Patel  was the Managing Dire ... (view full description)

Tarak Patolia

Founder & Managing Partner
BanyanTree Group

Tarak Patolia is the founder and managing principal of BanyanTree Group. Tarak is responsible for the firm's overall stretegy, finances, operations and culture. Prior to starting BanyanTree Group, from 1994 to 2016, Tarak served as Chief Investment Officer at Sterling Equities, Inc, the family office of the Wilpon and Katz families (the owners of NY Mets). At Sterling, Tarak was involved in the formation, capitalization and administration of five real estate investment funds. He spearheaded the negotiation, acquisition, asset management and disposition of over $4 billion of real estate and real estate related assets. Prior to Sterling, he was a technical analyst in New York and a practicing ... (view full description)

Amy Pearce

Managing Director
SS&C Technologies

Mrs. Pearce is a Director with SS&C Technologies within the Real Assets division of GlobeOps. Prior to joining SS&C, Amy worked in the Real Estate division of State Street Corporation, Morgan Stanley Real Estate Investing and Ernst & Young. In her role, she is responsible for developing relationships and overseeing operation teams in serving SS&C Real Asset clients. Amy holds a Bachelor of Science from Virginia Tech.


Matthew A Pestronk

Post Brothers

Matthew Pestronk is co-founder of Post Brothers, a real estate investment, development and management company with singular and unique expertise in urban real estate development. Matthew serves as President of the company, engaged in the sponsorship of Class-A multifamily, mixed-use and retail development projects comprised of over 6,000 apartment units and over 400,000 sf of commercial space, with a total capitalized cost in excess of $2.5 billion. Matthew shares strategic leadership of the company with his brother, Michael, and is engaged in asset management, financing, and project and capital formation. Matthew has worked in real estate capital transactions for his entire 20+ year career ... (view full description)

Brad Petersen

Garrison Investment Group

Bradley Petersen is a Director at Garrison Investment Group, where he focuses on fundraising, business development and investor relations for the multi-strategy investment manager.  Prior to joining Garrison in 2016, Mr. Petersen was a Director at Aetos Capital Real Estate, LP, a private equity real estate fund that executes a value-add strategy to real estate assets in Asia, primarily Japan.  Prior to Aetos, Mr. Petersen was an Associate at Morgan Stanley where he worked in the fixed income department and was responsible for subscription facility client management.  Previously, Mr. Petersen worked at Cravath, Swaine and Moore LLP.  Mr. Petersen is an active participant of the Pension Real E ... (view full description)

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for CPRE.  Ms. Potts has been with Canyon Partners for 13 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners’ real estate platforms and holds a seat on all Canyon Partners real estate investment committees.  During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $6 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, student housing and mixed-use.  Ms. Potts previously worked in the Fi ... (view full description)

Mark Proctor

Vinson & Elkins LLP

Mark focuses on advising investment managers in connection with various aspects of their businesses, including structuring, establishing, and operating private investment funds and other investment management products; developing and maintaining compliance programs; negotiating joint ventures and seeding arrangements; and making investments. He also represents general partners who are raising co-investment vehicles, limited partners on primary investments in private funds, and buyers and sellers in secondary market transactions involving private fund interests and portfolios of assets held by private funds. Mark has experience representing institutional investors and family offices in connec ... (view full description)

Governor Gina M. Raimondo

State of Rhode Island

On January 6, 2015, Gina M. Raimondo became the 75th Governor of Rhode Island and the state’s first female governor.   Governor Raimondo’s top priority is to rebuild the middle class and create opportunity for everyone— and she works every day to advance the lives and livelihoods of all Rhode Islanders. She believes that, in order to move our state forward, we need to shake up the status quo and help people build the skills they need to succeed in the 21st century. As Governor, she’s kick-started the state’s economy to better attract entrepreneurs, create jobs, encourage existing businesses to grow, and foster innovation throughout state government.   Since her ... (view full description)

Remy Raisner

Founder & CEO
The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group (Proteus Capital Management), a private real estate investment firm headquartered in New York City.    Under his leadership, The Raisner Group has raised capital domestically and internationally since 2009. It has been active in non-performing notes and fee simple transactions, and focuses primarily on value-add, residential and mixed-use real estate investments in New York City. Most of the firm's acquisitions have taken place in the outer boroughs, with an emphasis in the emerging Brooklyn neighborhoods of Bushwick and Bedford-Stuyvesant.   Starting 2013, The Raisner Group also became involved in PropTech, thro ... (view full description)

Ari Rastegar

Chief Executive Officer
Rastegar Equity Partners

Ari is a successful attorney and a real estate entrepreneur dedicated to building wealth for his clients. He founded Rastegar Equity Partners (formerly Rastegar Capital, LLC)  as a best-in-class private equity real estate firm to provide access, transparency and superior service to his growing institutional and high-net worth investor base across a broad range of commercial real estate investments.  Even during his law school years, Ari was busy building and growing a real estate development company. His keen understanding of the market and talent in structuring deals quickly built up this “side business” into a small enterprise which he had the foresight to exit near the peak of ... (view full description)

Neill Reilly

Director Business Development
SS&C Fund Services

Neill Reilly is a Director Business Development at SS&C. Prior to SS&C GlobeOp, Neill worked as a sales person at numerous financial and technical services firms. Neill was a Vice President at Northern Trust Hedge Fund Services.  He was also a Senior Vice President at Lehman Brothers and worked at Merrill Lynch and Jefferies. He was Head of Sales at Electronic Joint Venture, EJV, a Fixed Income data and valuation firm. He held sales positions at TIBCO and NEON, software integration firms. Additionally he was President of Bank Valuation, a firm that specialized in analysis of banks from a depositor's perspective. Neill was graduated from Bowdoin College with a B.A. in Phil ... (view full description)

Ananda Reynolds

Global Syndicated Finance
Bank of America Merrill Lynch

Ananda Reynolds is a Director with Bank of America Merrill Lynch. She has been with the firm for over 20 years with extensive experience leading deal teams to structure and syndicate complex and high profile credits for Bank of America Merrill Lynch's large corporate real estate clients. She manages underwriting, structuring and execution of broadly syndicated secured and unsecured debt facilities for public and private real estate companies, including top tier REITs/REOCs, C-Corps and private equity funds. Bank of America Merrill Lynch is a leading provider of financing to opportunity & private equity funds and is uniquely positioned to offer broad market perspective and market leading ... (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)

Sean Ruhmann

TA Realty

John Rutledge

Chief Investment Officer
Safanad Inc.

Pat Ryan

Executive Vice President-Investment
Cabot Properties, Inc.

Patrick V. Ryan, Executive Vice President, Investments, has 24 years of real estate experience and has been employed by Cabot for 17 years.  Mr. Ryan is responsible for the initiations of all investments for Fund V.  In addition, Mr. Ryan oversees all of Cabot’s development activity.  Since becoming an investment officer in 2004, he has completed over $990 million of Investment Cost in value-add transactions.  Mr. Ryan serves on the Fund IV, Fund V, and Core Fund I Investment Committees. Prior to 2004, Mr. Ryan served as an Assistant Vice President, led Cabot’s research and deal underwriting efforts, and was the Senior Development Analyst from 2000 to 2001.  Mr. Ryan began h ... (view full description)

Jack Rybicki

CliftonLarsonAllen LLP

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

Howard Schlesinger

Vice President
VRF Solutions LLC

Howard is a Founding Partner of Meridian Development Partners. He is a registered architect and manages the re-positioning and redevelopment of the properties in the Meridian portfolio. He is also Co-Founder of Red River Asset Management and is the EVP and Co-Founding Principal of The RoseMark Group. Meridian Development Partners is a diversified private equity investment firm with a pronounced social purpose focused on value add investments including real estate and private equity. Our real estate investments focus on the redevelopment of underutilized properties, returning them to productive use and as a result, improving the surrounding environment. Projects includ ... (view full description)

Roy Schneiderman

Bard Consulting LLC

Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC.  Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers’ Retirement System, the California Public Employees’ Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund.  The firm has a significant practice related to land development and homebuilding.  Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA).

Alison Schwab

Director of Investor Relations
Phoenix Realty Group

Alison Schwab is responsible for investor relations and communications. Prior to joining Phoenix Realty Group, Alison was the Head of Business Development at Gapstow Capital Partners, a credit-focused alternative investment firm. Her responsibilities included investor relations, communications, marketing strategy and business development. Prior to that, Alison held investor relations, marketing and sales roles at a variety of alternative investment firms including The Kenmar Group, Financial Risk Management (FRM), Private Advisors and Alpha Investment Management. Alison received an MBA from the University of Richmond, Robins School of Business and a BA from The College of William & Ma ... (view full description)

David Schwartz

Founder & CEO
Avance Capital

Brandon Sedloff

Managing Director
Juniper Square

Brandon is the founding SVP of Sales and Business Development at Juniper Square and leads a team of ~70 amazing and talented sales and business development professionals across ~10 cities. Prior to Juniper Square, he was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. He was the founder of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry. Previously, he spent nearly 7 years in Hong Kong where he was Head of Asia Pacific Real Estate for GLG (formerly Gerson Lehrman Group), and l ... (view full description)

Punit Shah

Chief Executive Officer
Liberty Group

Punit Shah serves as the Chief Executive Officer of Liberty Group, a company founded by his Father more than three decades ago. In this role, he has overall executive control of the investment and management divisions of the company.  Liberty Group has owned and managed over $525 million in commercial real estate, including multi-family developments, senior living facilities, Starbucks Coffee stores, and 57 hotels affiliated primarily with Intercontinental, Starwood, Marriott, and Hilton Hotels throughout the United States. Under Mr. Shah's leadership, Liberty Group has raised two private equity real estate funds since 2014, Liberty Hospitality Fund I & II, with over $250 mil ... (view full description)

Dinesh Shastri

Partner & Head of Product
OpEff Technologies

Mr. Shastri is the founding partner and head of product development at OpEff Technologies which is an accounting technology and portfolio operations firm for hedge funds, real estate and private equity firms. Earlier in his days at OpEff Technologies he advised numerous investment management firms in implementing back-office infrastructure and developed applications related to private equity accounting and operations. Seeing his customers resort to spreadsheets to handle critical accounting task due to a lack of evolution in the private equity applications, he pioneered an all-encompassing SaaS based portfolio and investor management system to handle complexities of LP accounting, investor w ... (view full description)

Ira Shaw

Managing Director
Landmark Partners

Mr. Shaw is a managing director in Landmark’s real estate group and is responsible for investment underwriting and origination. Prior to joining Landmark in 2008, Mr. Shaw was an assistant vice president in AEW Capital Management L.P.’s direct investment acquisitions group.  At AEW, he acquired in excess of $400 million in real estate properties across a broad range of asset classes and geographies.  Mr. Shaw also served as a director in CIBC World Markets’ asset securitization group where he underwrote intellectual property transactions and other asset-backed financings.   Mr. Shaw received an MBA from Yale University’s School of Management and a BA in philosophy fro ... (view full description)

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

Raphael Sidelsky is a Managing Director in the Principal Investments area at C-III Capital Partners LLC in New York. Mr. Sidelsky focuses on the acquisition of non-performing loans, REO assets and investing in asset recapitalizations either directly or through joint ventures. C-III Capital Partners is a real estate investment firm engaged in a broad range of activities, including primary and special loan servicing, loan origination, and principal investments which is part of the firm’s investment management division. C-III Investment Management LLC, a wholly owned subsidiary of C-III Capital Partners, currently manages over $2 billion, including original contributed equity on behalf of insti ... (view full description)

Ishan Singh

Managing Director
REV-Re Capital Ventures

Mr. Singh is founder of Re Capital Ventures and has been investing in real estate since 1999. He has participated in development of 2 m sf of office space. His experience encompasses third party investing as well as principal development. His firm is looking to aquire income yeilding assets in the US. Prior, as a founding team member at WNS Global Services, Mr. Singh was responsible for the transition of the former back office of British Airways to NYSE listed firm with a $2 billion market cap. He spent 5 years with AXA Advisors in New York. He earned his MBA with commendation from Manchester Business School (UK). He holds a Certificate in CRM from New York University ... (view full description)

James Solomon

Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC ( is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

Katie Sproul

Halstatt (Sproul Single Family Office)

Katie Sproul is a seasoned family business executive with expertise in the disciplines of real estate, agriculture, investment management, private equity, family office best practices and private company governance. Katie is CEO of Halstatt, LLC and a respected family leader. Previously, she played a dual role as CEO of Halstatt, LLC and Co-President of the Barron Collier Companies, both of which are built upon the legacy of Barron Gift Collier, Sr. one of the founding fathers of Collier County in Naples, Florida. Katie is values based, a visionary, thought leader and frequently sought speaker. Halstatt, LLC is the operating and investment arm of the Sproul family. Halstatt ... (view full description)

Joseph Stecher

Founder & CEO
Candlewood Investors

Joseph Stecher is representing a client, RealtyShares, on the panel  "Institutional Investors vs. Family Office vs. Real Estate Funds: Comparing Sources of Equity Capital" on Monday June 26 (2017) at 2:45pm (Track B). Business builder and innovator who is expert in all areas of capital markets and real estate investing globally. Advisor to investment sponsors seeking ideas for capital-raising and structuring, consultant to a real estate technology startup, principal investor, and investment advisor to high net worth and institutional investors. I have committed $5 billion (equity) to investments in the US, Europe, Asia, and Latin America mostly on behalf of the ... (view full description)

Bradford Takala

Director, Acquisitions
Eastern Real Estate, LLC

As Director of Acquisitions at Eastern Real Estate, Brad Takala is responsible for identifying, negotiating, and acquiring investment opportunities, as well as managing investor relations and capital formation. At Eastern Real Estate, Brad leads the execution of investment strategies ranging from core plus to opportunistic across all asset classes, including note purchases, development and land. Brad participates in all facets of the lifecycle of a deal from underwriting to asset strategy and disposition. He also is a member of the Eastern Real Estate Investment Committee. In addition to possessing a broad knowledge of the national marketplace, Brad is known for his innovative an ... (view full description)

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)

DJ Van Keuren

Co-Managing Member

D.J. Van Keuren, Managing Partner/Co-Founder. Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career. Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for a private single-family office; a Vice President of Real Estate for the Hayman Family Office, the single-family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream F ... (view full description)

Paul Vosper

Executive Vice President

W. Colin Walker

Director, Client Advisor
Alex. Brown

  W. Colin Walker is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Palm Beach, Florida. Colin works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning series, liquidity-event strategies, lending and philanthropy. As the key point of client contact, Colin is responsible for assessing client goals, determining priorities and building a team of specialists around each client. He is sensitive to the ... (view full description)

Todd Walter

Executive VP & General Counsel

Todd Walter is an Executive Vice President and General Counsel of Rockbridge.  As General Counsel, Todd manages Rockbridge’s 13-person Risk Management Group.  The Risk Management team is responsible for providing legal counsel in connection with Rockbridge's business, including fund formation and management, negotiating, documenting, and closing portfolio investments, regulatory and compliance matters, and corporate matters.  Todd works closely with Rockbridge's Investment, Asset Management, and Capital Markets Groups to evaluate strategic options and decisions involving the Rockbridge Funds and their investments and to develop and implement policies and procedures to manage risk, improve ef ... (view full description)

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Tim Wang is a Managing Director and the Head of Investment Research at Clarion Partners. He helps manage the firm’s $45 billion of commercial real estate investments, and leads the Research group in supporting the development of investment strategy and advising on portfolio strategy through proprietary analytics and econometric forecasting. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee. He is a frequent guest speaker at real estate investment conferences, has published numerous real estate research articles, and has co-authored five real estate strategy books, including Active Private Equity Real Estate Strategy (2009), Guide to U.S. Real Estate Investi ... (view full description)

David Warburg

Seyfarth Shaw LLP

David M. Warburg, a partner in the Corporate Department in the New York Office of Seyfarth Shaw LLP, concentrates his practice on corporate finance, securities, and real estate equity fund financing transactions, with emphasis on real estate focused and other private equity funds. He has over 25 years of experience representing both sponsors of and institutional investors in U.S. domestic and offshore funds. His practice is somewhat unusual in representing on a regular basis both US and non-US sponsors of private funds as well as US corporate pension plan, US multi-employer plans, and other US, European and Asian institutional investors in such funds, which facilitates a continuously updated ... (view full description)

Kenneth Weissenberg


Kenneth Weissenberg is a Tax Partner and Chair Emeritus of Eisner Advisory Group's Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions.  Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded r ... (view full description)

Scott Whittle

Director, Finance
Rubenstein Partners

Rubenstein Partners is a fully integrated real estate investment firm providing first-class investment services, as a Registered Investment Advisor, in office markets throughout the Eastern United States.   Scott is responsible for debt capital markets across the platform, working with lending institutions and similar capital providers, procuring new debt at both the property and fund level and managing debt across the portfolio in each fund.  Scott joined Rubenstein Partners in 2015.   Prior to joining Rubenstein Partners, Scott worked at KTR Capital Partners, a private equity firm focused on industrial real estate, where he was responsible for debt ... (view full description)

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

Sidney Wigfall

Managing Partner / Consultant-Counsel
SCA Compliance & Consulting Group

Joseph Wilhelm

Joseph A. Wilhelm III

Elected Trustee of Hampshire County (MA) Retirement System, a public fund, for nineteen years.  An elected small government (County Commissioner, Selectman, Water Commissioner) office holder for thirty years.  He is a retired self-employed attorney specializing in Real Estate, Taxation, and Small Business Advice.  Now serving a clientel of taxpayers as atax preparer.  He is a Colonel, USAFRes, Retired.  His Board of Trustees consists of five members, who directly conduct all searches, interviews, manager selections, reviews, and terminations; they fix the asset allocation (yes, they do get advice).  He has appeared as a panelist for IMN for several years.

Anastasia Williams

Head of Private Equity-Americas
TMF Group

Anastasia Williams is a seasoned sales executive who has been driving sales of systems and services in the investment management industry for over a decade. Anastasia was Director of Sales at SS&C Technologies leading new business acquisition on the West Coast. She started her career as a foreign exchange trader and built all third-party distribution partnerships for Associated Foreign Exchange (AFEX). Anastasia holds a Bachelor's Degree in Business Administration from UW-Madison and an MBA from Duke Fuqua School of Business.
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Event Contacts for The 18th Annual US Real Estate Opportunity & Private Funds Investing Forum


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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