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

No biography specified

Robert Anderson

Vice President
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

Cheltenham Enterprises

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

Larry Block

Managing Director, Counsel and Chief Compliance Officer
C-III Capital Partners 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

Director, Structured Investments
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 and Chief Executive Officer of Arbor Lodging Partners. In this role, Vamsi leads all corporate efforts including general corporate strategy, investor relations, strategic relationships, acquisitions, dispositions, and asset management. Vamsi is also co-founder and Principal of NVN Hotels, the management affiliate of Arbor Lodging Partners, recently named one of the nation’s top hotel companies of 2015 by Hotel Management Magazine. Prior to co-founding Arbor Lodging Partners, 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 ... (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 directs Broadstone’s marketing team, strategies and programs to promote Broadstone and its family of investment offerings, and 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 ... (view full description)

Martin Bronstein

Senior Principal

Mr. Bronstein is a founder and Managing Principal of BHW Capital, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing, and development. He has a 40-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 he founded in 1985, grew from a local Houston-based brokerage firm into one of the world’s leading commercial real estate consultancies advising, providing due diligence, primary and special servicing, and asset management to invest ... (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 a partner in CohnReznick’s Chicago office, is a member of the Firm’s Assurance Practice, and leads the Commercial Real Estate Industry Practice in our Chicago office. He has 12 years of experience in public accounting, providing clients such services as audit, compilations, compliance, due diligence, agreed-upon procedures, and other accounting services. His clientele 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

Senior Vice President
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

No biography specified

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 Rhode Island & 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 management.  Mr. Caprio st ... (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 $150M. 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

Interstate Equities

Mr. Casey is a Director with IEC. He is responsible for business development and equity capital formation for IEC’s investment vehicles. Prior to joining IEC, Mr. Casey worked in the Asset Management division of JP Morgan Chase & Co. In this role, he was responsible for developing relationships and raising alternative asset capital from individuals, family offices, endowments and foundations. These equity placement assignments included funds from JP Morgan, Blackstone, Apollo, Starwood Capital, and Colony Capital. He had previously worked in the Interest Rate Trading division of JP Morgan Chase & Co. Peter holds a Bachelor of Science from Vanderbilt University and an MBA with a real est ... (view full description)

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

No biography specified

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. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, 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 & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moor ... (view full description)

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

No biography specified

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 real estate purchases. 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 4 years and with the start of ... (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

Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor Relations   Toll Brothers, Inc. ( (NYSE: TOL) is 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 (NYSE) in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 20 states across the U.S. and in the District of Columbia.   Fred Cooper joined Toll Brothers in 1993 to establish its Finance and In ... (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 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 America Corp.

Sean Dalfen is the President & Chief Investment Officer of Dalfen America Corp (DAC) and its Canadian arm Dalfen's Ltd. He also sits on the Executive Advisory Committee, which oversees all of the Dalfen Group's investment programs. Under Mr. Dalfen's leadership, the companies’ investment platforms have been strategically restructured and expanded significantly. Having transacted on over 29 million square feet of real estate in 11 US states and 2 Canadian provinces, Mr. Dalfen has transitioned the company into one of the largest buyers of industrial real estate. Mr. Dalfen heads the firm's investment strategies which have included: Property investment funds in mul ... (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 Hartford and an ... (view full description)

Sara Doelger

Vice President
Argosy Real Estate Partners

No biography specified

Michael Dombai

Managing Director
Cortland Fund Services

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, LLC

Anika Equities invests equity in new developments and value-add opportunities with quality, experienced sponsors in select markets nationwide.   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 receivable financing, and ground sale/lease backs.    Edrei is skilled at designing ‘win-win’ situations for buyers, sellers, investor ... (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

No biography specified

Thomas Errath

Senior Vice President-Strategy and Research
Harrison Street Real Estate Capital, LLC

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

No biography specified

Robert Farrow

Managing Principal
Caprock, LP / CapAnimadverto Management

Robert M. Farrow is Managing Principal of CapAnimadverto Global Macro and Special Situations Investments. The firm’s primary investment focus is 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 17 years and has managed, consulted, and advised in excess of ten-million square feet of propery-related market mandates ... (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 Partners

Mr. Fields is Senior Vice President of Inland Institutional Capital Partners where he is responsible for 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 Capital's global real estate funds, managing global investments ... (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 Arts D ... (view full description)

Paul Foye

Industry Strategies

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 17 years’ hospitality experience with an emphasis on deal-structure and financing. He successfully has led Peachtree in more than $1 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

No biography specified

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 fund-of-funds sp ... (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

Senior Vice President/Director of Programming
Information Management Network

No biography specified

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC

Ms. Greis is the founder of Perennial Capital Advisors, LLC and has overall responsibility for the investment program. Ms. Greis has over 20 years of real estate, finance and investment experience and extensive experience serving as an investment advisor to endowments, foundations, pensions, trusts and ultra high net worth families. She recently served as Acting Director of Investments at the Museum of Modern Art (MoMA) in New York City. Previously she was a consultant with Cambridge Associates, an investment advisory firm to institutional investors, where she evaluated managers, structured portfolios and directed clients to investment opportunities across all asset classes including marketa ... (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 billion in ... (view full description)

Michael Halperin

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 twelve 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 m ... (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 Capital Partners

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 mezzanine and preferred equity on virtually all property types. 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 Cornell University, Fordham Graduate School of Business and New York University Real Estate ... (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

A.W. Jones Private Advisors, LLC

Thomas J. Haug is the President of A.W. Jones Private Advisors. 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. Mr. Haug also serves as a member of the A.W. Jones Private Advisors executive and investment committee. Most recently, Mr. Haug was the founding member of Aspen Tree Advisory. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Repub ... (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

No biography specified

Jennifer Hoffman

Of Counsel
Nelson Mullins Riley & Scarborough LLP

No biography specified

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, CEO of the GRC Investment Group, a Dubai family office focusing on alternative investments, Equity/Debt. The current portfolio includes assets in Asia, Europe and North America. He is responsible for identifying investment opportunities and qualifying potential partners to insure the growth and preservation of the portfolio through domestic and international acquisitions and co-investments with   reputable operating partners that share the same aligned interests and common goals.Global Realty Capital LLC is the global investment arm, located in New York City and responsible for reviewing the investment offerings and buildi ... (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

Portfolio Manager
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.

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

No biography specified

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 ACQUISITIONS – CORE STRATEGIES Gary Jaye joined CBRE Global Investors in 2006 and is a Senior Managing Director and the Head of Commercial Acquisitions for the Core Strategies Team.  In this capacity, Mr. Jaye oversees a national team of acquisition professionals and all facets of acquisitions for international and U.S. separate account clients and CBRE U.S. Core Partners, LP.  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 for off-shore investors including sovereign wea ... (view full description)

Grant Jiao

Managing Director
Gemdale USA Corporation

No biography specified

Bryan Kane

Senior Vice President - Acquisitions
Federal Capital Partners

No biography specified

Paul Kang

President & CIO
Alta Companies

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

Ronald Kaplan

National Lead, Commercial Real Estate Practice
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 ... (view full description)

Scott Kelley

Founder & CEO
Aetos Capital Real Estate

No biography specified

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, Real Estate
CohnReznick LLP

David A. Kessler, CPA, is a partner with CohnReznick and serves as Managing Partner of our Firm’s Real Estate Practice.  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.   He represents both public and private clients, including developers, private equity funds, institutional investors such as life companies and pension funds, lenders, asset management companies, property management companies, REITs, loan funds, and hedge funds. His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, land developme ... (view full description)

Ed Kindelan

MP New England Offices
CohnReznick LLP

Edmund Kindelan is Regional Managing Partner for CohnReznick's New England Region. He oversees the Firm's Boston, Hartford, New London, Springfield, and Stamford offices. Ed provides accounting, tax, and advisory services to some of the Northeast’s largest real estate developers, property managers, and contractors and has extensive experience in providing succession and estate planning, financial planning, merger and acquisition services, and dispute mediation for closely-held family businesses. In addition to his involvement with numerous professional organizations, Ed is active in the Berlin, CT community and serves on the Board of Directors of Hartford Area Habitat for Humanity and ... (view full description)

Lisa Knee

EisnerAmper LLP

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)

Chris Leavy

Co-Chairman & Partner

Chris Leavy is co-chairman and partner at MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America. Mr. Leavy helps oversee MedMen’s investment strategy, bringing more than two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a managing director of BlackRock, Mr. Leavy oversaw $115 billion of fundamental equities and was a member of the firm’s Global Operating Committee. Prior to BlackRock, Mr. Leavy served as the chief investment officer of equities at Oppenheimer Funds. Earlier in his ten ... (view full description)

Robert Lee

Real estate investments
Beverly Park Group - HPA

Lee has over 15 years of direct experience in real estate investment, private and institutional capital markets with a focus on structuring and placement of equity capital.  With deep experience in real estate including roles in investment banking, advisory, and institutional capital markets he has a broad range of experience across the real estate investment spectrum.  Lee's career has been focused on working with institutional and private capital investor to execute their specific real estate strategy, including the selection of managers across  real estate product types to execute specific portfolio strategies based on thier portfolio goals.  Prior to Lee’s current focus in the Healthcare ... (view full description)

Douglas Lee

Managing Director
Brightstone Capital Partners

No biography specified

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)

Bradford 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)

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 Youn ... (view full description)

John Lippmann

Senior Director
New York Life 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

Managing Director

Philip G. Mader, Managing Director, senior portfolio manager, is a member of the Real Estate team within BlackRocks Portfolio Management Group. BlackRock is a global investment management firm with $4.6 trillion in assets under management. Philip has 24 years of real estate investment and development experience as both an investment manager and operator. Philip heads up Real Estates land and housing sector and is the senior portfolio manager of the Residential Opportunity Fund. Philip focuses on capitalizing on opportunities in the U.S. land, residential real estate, and capital markets and seeks to acquire land, create value through the planning process, land development, and vertical bu ... (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

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

Aimee Martin

Managing Director
Isles Ranch Partners

Since joining Isles Ranch Partners in March 2015, Aimee leads the origination of new acquisition opportunities in Texas and other markets throughout the Midwest and Eastern regions of the United States. Prior to Isles Ranch, Aimee was a Vice President at Rockpoint Group, where she was responsible for originations and asset management across a variety of Rockpoints residential land investments, including Rockpoint Finance Fund. Prior to joining Rockpoint in 2006, she served as Director of Land Finance at Meritage Homes Corporation and Director of Project Finance at Terrabrook, a national land development company owned by Westbrook Partners. Aimee began her career at Windsor Compan ... (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

No biography specified

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.

No biography specified

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

CPA, Partner, Tax
CohnReznick LLP

With more than 25 years of professional experience, Brian Newman concentrates in the formation, operation and dissolution of partnerships, C-corporations, S-corporations, and limited liability companies. Based in CohnReznick’s Hartford, Connecticut office, he 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 taxation matters, and was appointed as an adjunct professor for the University of Hartford’s Master of Science in Taxa ... (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

No biography specified

Shravan Parsi

Co-CEO & Principal
NAPA Ventures LLC

Shravan Parsi is an entrepreneur and an innovator with a background in two diversified professional fields: real estate investments and pharmaceutical research. Shravan is the Co-CEO & Co-Founder of NAPA Ventures LLC. NAPA is a multifamily and commercial real estate investment company focused on the acquisition, rehabilitation and operation of value-add and core asset investment properties.  NAPA has experienced exceptional business growth, acquiring 4000 units in the last couple of years, and is set to more than double the portfolio with a planned pipeline of acquisitions slated to close in 2017/2018. NAPA's ultimate goal is to generate passive or active incomes & enhanc ... (view full description)

Sujan Patel

Co-Head of US Investment Management
Colony NorthStar

Sujan Patel, Managing Director and Co-Head of Investments, Colony NorthStar. Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony NorthStar’s equity, debt and strategic investments across all asset types and geographies. At Colony NorthStar, he has been directly involved in or overseen $15Bn+ of closed transactions. Prior to joining Colony NorthStar in 2007, Mr. Patel was with Thayer Lodging Group, a lodging dedicated private equity firm, focusing on all aspects of sourcing, acquiring, financing and disposing of over $2Bn of hotel investments. Mr. Patel began his career at Morgan Stanley in their investment banking div ... (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


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 the President and Co-Founder of Post Brothers.  Following his early-career success as a commercial real estate finance executive, Matthew co-founded Post Brothers at the age of 29, and has grown the company into one of the most prolific real estate development and investment firms on the East Coast. Matthew and his wife, Carrie, reside in Gladwyne, Pa., with their two children: Max, 8, and Zac, 5. Matthew is a recognized leader both in his industry and his community, volunteering as a passionate youth sports coach and serving on the executive board of several charitable organizations, including Beat the Streets Philadelphia, the Philadelphia Holocaust Remembrance Foundati ... (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, Co-Head of Real Estate Investments, Director of Acquisitions, is responsible for overseeing the originations and acquisitions of debt and equity investments across CPRE’s real estate platforms as well as holds a seat on all real estate investment committees. Prior to becoming Co-Head, Ms. Potts was responsible for the originations and acquisitions in the Southeast, Texas and Midwest regions of the U.S., and facilitated the acquisition, financing and development of over $3 billion of commercial real estate transactions for CPRE across all asset classes including multifamily, condominiums, office, retail, hospitality, and mixed use. Ms. Potts previously worked in the Financial Ins ... (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
Proteus Capital Management

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm headquartered in New York City.    Under his leadership, Proteus 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.   After working as an equity trader for RBC Capital Markets in New York, Mr ... (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

No biography specified

John Rutledge

Chief Investment Officer
Safanad Inc.

No biography specified

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 Tampa office. With more than 20 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 and also serves technology companies which are typically angel and/or venture capital backed. Jack’s clients in the real estate sector span a wide array of activities including residential community developers, home builders, timeshare companies and owner/operators of commercial offices, multi-family housing and student housing. Jack is an active member of the Real Estate Investment Council of Tampa Ba ... (view full description)

Howard Schlesinger

Founding Principal
Meridian Development Partners

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

Avance Capital

No biography specified

Brandon Sedloff

Managing Director
Juniper Square

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

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 and serves as General Partner of Liberty's private equity real estate funds.   Liberty Group has owned and managed over $450 million in commercial real estate, including multi-family developments, senior living facilities, and 55 hotels representing more than 4,900 guest rooms affiliated primarily with Intercontinental, Starwood, Marriott, and Hilton Hotels throughout the United States. Additionally, under Mr. Shah's leadership, Liberty Group has rais ... (view full description)

Dinesh Shastri

OpEff Technologies

Mr. Shastri is the co-founder of OpEff Technologies, which is an investment management technology and consulting firm. Mr. Shastri started OpEff with one goal: To improve operational efficiency through introduction of sensible technology, clean integration of such technologies and removal of repetitive, error prone, laborious and tedious manual processes. Focused on automation of back office operations, he has helped several firms build technology environment and realize operational effectiveness. With a commitment towards helping the clients and the overall industry, he has built the gold standard platform, Perfona - a fund operations platform, that aims to reduce the technology clutter in ... (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

Principal & CIO
Ravinia Capital Group

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

Katie Sproul

Halstatt, LLC

Katherine "Katie" Sproul is CEO of Halstatt and a Principal of Halstatt Real Estate Partners.  Previously, Ms. Sproul was co-President of Barron Collier Companies.  Ms. Sproul is a graduate of Cornell University and earned an MBA from the Yale School of Management.  She has over 17 years of real estate experience and principal investment experience.  She is Past Chair of the Greater Naples Chamber of Commerce, Leadership Collier Foundation, Junior Achievement Hall of Fame, and a Board Member of Audubon of Florida.

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 United Stat ... (view full description)

DJ Van Keuren

Hayman Family Office

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

Paul Vosper

Executive Vice President

No biography specified

W. Colin Walker

SVP & Private Client Advisor
U.S. Trust

  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. H ... (view full description)

Todd Walter

Managing Director & Corporate Counsel

Todd Walter is a Managing Director and Corporate Counsel at Rockbridge. Mr. Walter has primary responsibility for the legal matters associated with Rockbridge's capital markets initiatives. In this role, Mr. Walter has structured, documented, and closed the firm's investment funds, co-investments, joint ventures, subscription lines of credit, warehouse lines, and other fund-level leverage facilities. Mr. Walter also works closely with Rockbridge's Investment Group, Asset Management Group, and Capital Markets Group to: (i) evaluate and execute strategic options for Rockbridge's portfolio investments, (ii) develop and implement policies and procedures to manage risk, enhance returns, and impro ... (view full description)

Tim Wang

Director & Head of Investment Research
Clarion Partners

Tim Wang is a Director and the Head of Investment Research at Clarion Partners. He helps manage the firm’s $37 billion of commercial real estate investments. Tim leads the group in supporting the development of firm-wide and business unit-specific investment strategy and advising on portfolio strategy through proprietary analytics and econometric forecasting. Additionally, he is responsible for macroeconomic analysis, market forecasting, and research support for capital raising and client services. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee.   Tim has published numerous real estate research articles and co-authored five real estate strate ... (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

EisnerAmper LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the 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. Ken has been involved in over $50 billion of real estate transactions over the last 30 years. 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 ser ... (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

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  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 high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $85 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)

Sidney Wigfall

Managing Partner / Consultant-Counsel
SCA Compliance & Consulting Group

No biography specified

Joseph Wilhelm

Hampshire County (MA) Retirement System

Elected Trustee of Hampshire County (MA) Retirement System, a public fund, for twelve years.  An elected small government (County Commissioner, Selectman, Water Commissioner) office holder for thirty years.  He is a self-employed attorney specializing in Real Estate, Taxation, and Small Business Advice.  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

Vice President of Sales - Alternative Investments
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 Specific Contacts for The 18th Annual US Real Estate Opportunity & Private Funds Investing Forum


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*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.


Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit (Please email us at if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email:

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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