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Arne Arnesen

Senior Managing Director-Acquisitions
Castle Lanterra

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

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

David A. Barksdale

Norton Rose Fulbright US LLP

David Barksdale is a partner in the Los Angeles office of Norton Rose Fulbright. He draws on more than 30 years of experience in advising clients on real estate finance and investment matters. Dave represents private equity funds in the investment and deployment of capital, whether as debt or equity. He also represents both lenders and borrowers in structured and syndicated finance transactions and handles acquisitions, dispositions, leasing, workouts and restructurings involving real estate assets of all types. Dave represents life insurance companies, pension funds, financial institutions and investment banks as lenders and equity investors utilizing project finance, and as len ... (view full description)

Adam Barnard

Vice President, Acquisitions
Block Funds

Matt Bear

Bear Real Estate Advisors

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

Jordan Bem

Arizona Investissements

Established in 1999, Arizona Investissements owns, operates, develops and manages commercial real estate (industrial, retail, office, hotel, and multifamily) providing innovative and creative strategies and solutions. ​ Being an entrepreneurial-driven family office, Arizona Investissements employs prudent discipline to acquire value-add real estate opportunities. To date, the group has a vast real estate portfolio consisting of over 2,000,000 square feet within France, 45 independent subsidiaries, and a current pipeline of over 5,000,000 square feet in current development. Arizona Investissements also is currently developing and operating a premier portfolio of high quality asset ... (view full description)

Sasha Bernier

Managing Partner
Hestia Holdings

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

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states. Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10-year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 30 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct le ... (view full description)

Gabriel Boyar

Managing Director, Commercial Real Estate

Gabriel Boyar is a Managing Director at Amherst Capital Management, responsible for origination of first mortgage debt on all types of commercial real estate.  He has over 20 years of experience in real estate finance and investment. Prior to joining Amherst Capital, Gabe was the owner and Managing Principal of Columbia River Capital Advisors.  At Columbia River, he served as the full time exclusive advisor to a prominent NYC family that owns a substantial real estate portfolio.  At Columbia River, Mr. Boyar provided advice related to sales, acquisitions, financings and 1031 exchange opportunities.   Prior to starting Columbia River, Gabe was the leading revenue produ ... (view full description)

Peter Casey

Managing Director
Sack Properties

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

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

Alice Catalano

Managing Director, Investor Relations

Alice joined AmCap in 2021 with over 23 years of experience in the private equity real assets industry. Alice is a member of the Investment Committee and leads AmCap’s capital raising and investor relations efforts. Alice’s focus spans the marketing life cycle for each fund. From long-term relationship development and capital raising through on-going communication, reporting and interaction with limited partners, she maintains the strong alignment of interests between the firm and its investors. She is also responsible for the firm’s brand management and strategic marketing platforms effectively broadcasting and expanding the AmCap brand to existing and potential institutional investors. ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

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

Eileen Clifford

Senior Account Executive
Yardi Systems

Eileen has over 22 years’ experience working in the financial services industry. She started in finance with Deutsche Bank and completed a multiyear international internal management program before focusing on hedge fund operations.  She moved on to Exis Capital concentrating on their Global Macro strategy.   Eileen spent ten years working for Linedata specializing on trading, portfolio management and compliance technology for major financial institutions globally.  She currently works for Yardi concentrating on investment management related solutions for their east coast-based client base.  She graduated from Rutgers University with a degree in History.

Steven Coury

White and Williams LLP

Steven Coury concentrates on highly structured real estate finance and capital markets transactions, general real estate law and corporate matters. His real estate finance practice includes representing lenders and borrowers in CMBS origination and securitization, balance sheet lending, mezzanine lending, preferred equity investments, hard money lending, EB-5 lending, agency loans, and real estate debt secondary markets transactions (loan and participation sales and purchases) and debt syndications. In connection with real estate financing, Steven routinely represents clients in negotiating intercreditor agreements, co-lender agreements and participation agreements, as well as workouts, f ... (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.


Vincent Criscuolo


Jason Danley

Peak Capital Partners

Jason Danley is Partner & COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated over 300 multi-family apartment communities across 25 states, representing apartment homes for over 48,000 American families.  Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states.  Jason holds a B.S. in Business Management from Brigham Young University, in Provo Utah. ... (view full description)

Michael Daurio

Managing Director - Head of Capital Markets
AMIP Management

Alan Donenfeld

CityVest Capital

Alan Donenfeld is the founder, General Partner and Portfolio Manager of a group of investment companies. For over 40 years, Alan has been focused on investing in, advising and financing real estate and companies. Mr. Donenfeld is CEO of CityVest - a real estate investment company ( which invests $4 million to $6 million into institutional real estate private equity funds. We are like a real estate fund of funds. For over 25 years, he has been President of Bristol Investment Group, a FINRA broker-dealer, registered with the Securities and Exchange Commission. In the 1980’s, he worked for Bear Stearns, Lehman Brothers, Cowen and Schroders, primarily in Private Equity and Merge ... (view full description)

Thomas Errath

Managing Director
Harrison Street

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

Doug Faron

Managing Partner
Shoreham Capital

Doug Faron is the co-founder and Managing Partner of Shoreham Capital, a diversified real estate investment company that focuses on residential and special situation investment opportunities in growth markets across the United States. Prior to founding Shoreham, Doug spent his last 10 years at the CIM Group as a Managing Director where he oversaw their acquisition strategy on the East Coast and in major markets across the US.  Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economic ... (view full description)

Russ Flicker

Managing Partner
AWH Partners, LLC

Russell Flicker is Co-Founder and Managing Partner of AWH Partners, a New York City based real estate investment firm founded in 2010 with a hospitality-focused portfolio currently valued in excess of $1 billion. Mr. Flicker is responsible for overseeing all executive aspects of the firm, including setting the strategic direction and oversight of the company’s investment, development, and management divisions. Prior to founding AWH Partners, Mr. Flicker served as Ian Schrager Company’s chief investment officer. Prior to Ian Schrager Company, Mr. Flicker managed Blackstone Real Estate Advisors’ hospitality development, redevelopment and repositioning team. Before Blackstone, Mr. Flicker was a ... (view full description)

CJ Follini

Managing Principal
Noyack Capital

LinkedIn : CJ Follini is the Managing Principal & CIO of NOYACK Capital ( , a fast growing alternative investmenger emplying Web3 blockchain tools and tokenization to securitze their investment offerings. Basically, the Blackstone of Web3. Their offering run the gamut of high Sharpe ratio, yield driven REIT's investing in the real estate of global supply chains - dry warehlousing, cold storage, life science facilities, general healthcare buildings & mobility hubs aka re-purposed parking garages. CJ Follini has more than 38 years of investment experience in commercial real estate and vent ... (view full description)

Justin Ford

Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Adam Frankel

Trustee - City Commissioner
Delray Beach General Employees

Adam Frankel was born and raised in Toledo, Ohio. He graduated from The Ohio State University, acquiring a Bachelors of Arts degree in Political Science.  Adam decided to immediately continue his education, and did so in his hometown by attending law school at The University of Toledo College of Law, earning his Juris Doctorate. Not long after graduating from law school, Adam moved to Delray Beach, Florida and was admitted to the Florida Bar Association. His first job helped mold his experience and perspective, as he served as an Assistant Public Defender in Palm Beach County from 1999 until 2001.  After three years of diligently defending indigent clients who could not afford an attor ... (view full description)

Michael F. Frantz

Katten Muchin Rosenman LLP

Michael Frantz is the attorney to go to for creative and practical solutions for owners, lenders, developers, fund sponsors and investors. Michael provides the legal advice and industry-focused experience necessary for success in today's changing real estate and capital markets.

Greg Friedman

Chief Executive Officer
Peachtree Hotel Group

Greg has successfully led Peachtree in more than $6.0 billion in hotel acquisitions, investments and development since co-founding the company. Greg has more than 22 years of hospitality experience with an emphasis on deal-structuring and financing. He was formerly Senior Vice President of Business Development for Specialty Finance Group, LLC, a direct lender providing hotel-first mortgage and FF&E financing, originating more than $2 billion of hotel debt. Previously, Greg was Vice President of Business Development for GMAC Commercial Mortgage's Asset-Backed Lending Division. He originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggrega ... (view full description)

Adam Fruitbine

Director of Capital Markets
Pacific Urban Investors

Adam is a senior real estate investment professional with over 20 years of industry experience in the multifamily asset class, with leadership expertise in capital markets, investment management, fundraising, acquisitions, development and portfolio management. Adam serves as Director of Capital Markets at Pacific Urban Residential, a national multifamily owner, operator and investment manager.  In his role, Adam brings leadership to several strategic growth initiatives for the firm, including oversight of capital raising and expansion of Pacific’s expanding discretionary investment management platform as well as responsibility for the firm’s acquisition expansion in new Eastern U.S. markets. ... (view full description)

Karen Gados

Managing Partner
Pikes Peak Capital

Karen is founder and Managing Partner at Pikes Peak Capital (PPC), a boutique real estate private equity company. Pikes Peak Capital purchases deeply-discounted residential houses from banks and resells them near market value to local investors or families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. The funds PPC manages buy and sell over 500 properties/year.

Max Gagliardi

Managing Director
Dalfen Industrial

Max Gagliardi is Managing Director, Capital Markets for Dalfen Industrial and is responsible for the firm’s financing activities, portfolio management, underwriting, acquisitions, dispositions and capital raising. Since joining Dalfen, he has underwritten, managed and closed industrial transactions in excess of $1 billion across the U.S. Max is also a member of DI’s Executive and Investment Committees. Prior to joining Dalfen, Max served as a Research Analyst at Otera Capital, the real estate finance arm of the Caisse de dépôt et placement du Québec (CDPQ).
Max earned a Bachelor of Economics and Finance from McGill University and is a CFA charterholder.

Christy Gahr

Managing Director

Alex Geer

Director of Finance
Calibogue Capital

Alex serves as Director of Finance and Accounting where his responsibilities include financial and investor reporting, tax management, and administration of investment funding requirements. Prior to Calibogue, Alex served in various finance positions with Silver Point Capital and Madison International Realty where he was responsible for financial controls and reporting for diversified real estate portfolios valued in excess of $1 billion. Alex is experienced with a variety of transaction structures in both US and international markets, and he has experience sourcing and managing debt and equity financing from a variety of financial sponsors.   Alex obtained an M.B.A. from the Yale Scho ... (view full description)

Ben Gerig

Chief Executive Officer
Northlight Capital Partners LLC

Ben Gerig is Chief Executive Officer of Northlight Capital Partners, a distressed real estate credit fund manager based in Westport, CT. Northlight has invested over $400MM of capital on behalf of various institutional investors over the past 10 years in a variety of opportunistic real estate credit strategies. His primary responsibilities include real estate assets valuation, portfolio management, loan servicing and executing on the fund’s managed assets investment strategy. He is responsible for overseeing the acquisitions and business development team as well as overseeing compliance.  Prior to founding NCP, Mr. Gerig held various management positions from 1996 to 2011 with Hillspoi ... (view full description)

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC

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

Edward Griffin

Griffin Partners, Inc.

Edward has served as Griffin Partners’ leader since 2002, managing the company’s strategic direction, guiding investment and development practices, and overseeing day-to-day management operations and has 30 years of commercial real estate experience. He has extensive skills in debt and equity financing, valuation, mergers and acquisitions, and corporate finance in both real estate and industry. Edward has conducted business in Europe, Africa, Asia, and Latin America, and has significant experience in negotiating and executing large, complex transactions that have contributed to the successful investment track record of Griffin Partners.Under his leadership, Griffin P ... (view full description)

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

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

Kamil Homsi

GRC Investment Group- Dubai (SFO)

Kamil Homsi - CEO of the GRC Investments Group - Dubai, Single family office that focus on commercial real estate, renewable energy, and waste management. Mr. Homsi is a permanent member of the investment committee and the head of the global expansion and the portfolio oversight. Multi-lingual, seasoned executive and consummate global entrepreneur with 30+ years of valued transaction-centric experience in cross-border deal structure, alternative investments, and capital markets. Kamil is an advisory board member among various entities and an expert dispute resolution specialist, recognized speaker on philanthropy, Impact investing and ESG princip ... (view full description)

Sherina Hosein

Vice President, Fundraising
CGI Merchant Group

Sherina Hosein combines conventional and forward-thinking approaches and utilizes world-class technology to enhance investor engagement to lead novel ways of fundraising and investor relations at CGI. With extensive cross-sectional experience, she knows how to articulate and execute on differing strategies customized to a wide-ranging investor base. Before joining CGI, Ms. Hosein has held leadership roles in private placements of bonds and securitized notes as well as bank syndicates up to $1 billion. She has worked with RBC (former RBTT Merchant Bank) and was a vice president with the financial group owned by billionaire Michael Lee-Chin. Ms. Hosein was a business consultant to an internati ... (view full description)

Sunder Jambunathan

Certes Partners

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

Gary Jaye

Senior Managing Director
CBRE Global Investors

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

Todd Jensen

EVP, Investments
Caddis Partners

Todd leads the investment activity at Caddis. In this capacity, he directs the acquisitions team while also providing strategic leadership to business development, capital relationships, and development operations. Todd has more than 25 years of experience with healthcare real estate, in both private and public companies, and he has led the execution of more than 300 transactions totaling in excess of $5 billion. Before assuming his current role, he was Principal of Jensen Property Group, a real estate development and investment firm focused on healthcare, mixed-use and multifamily properties. Prior to that, Todd provided executive leadership to Healthcare Trust, Inc. and its predecess ... (view full description)

Jacqueline Johnson

Head of Administration Sales
Juniper Square

Jacqueline Johnson has led Juniper Square's Fund Administration sales since its inception in March 2020, overseeing the growth of the business to become one of the leading fund administrators with a focus on Real Estate funds.    Prior to joining Juniper Square in 2018, Jacqueline spent 12 years with Forex Capital Markets overseeing business development of institutional partnerships.    She started her career with Intrawest, a Canadian developer and operator of luxury destination resorts.  Jacqueline received a BBA in International Finance and Marketing from the University of Miami, and a Masters in Real Estate Finance from Georgetown University.    She resides in the ... (view full description)

Geeta M. Kapadia

Associate Treasurer, Investments
Yale New Haven Health System

Geeta Kapadia is Associate Treasurer of Investments at Yale New Haven Health System, where she leads the team responsible for assets of approximately $5.6 billion. At YNHHS, she has responsibility for sound management of the System’s investible assets which includes developing prudent investment strategy for the System’s portfolios, conducting and evaluating capital markets research, and selecting and monitoring the program’s investment managers. With over twenty years of investment experience, Geeta has been with the System since 2009, having previously worked at Mercer Investment Consulting in London and in Edinburgh, where she provided strategic investment advice to institutional investor ... (view full description)

Daniel Kaplan


Daniel Kaplan is a Partner and a member of EA RESIG LLC with over 25 years of experience, and a concentrated focus on real estate fund advisory services. Dan oversees a variety of REIT and Opportunity Zone Funds, in addition to distressed and opportunistic equity and debt funds. Prior to joining the firm, Dan served as the Chief Financial Officer of Island Global Yachting (“IGY”), a boutique real estate private equity fund, and helped build it into the world’s largest developer and operator of luxury marinas. IGY was founded by Andrew Farkas and other former senior executives of Insignia Financial Group, a NYSE traded company. Dan served in a variety of roles at Insignia, primarily as ... (view full description)

Kate Keller

Keller Augusta

Kate Keller is the founder and principal of Keller Augusta, a national, full-service boutique search firm specializing in commercial real estate. Her intuitive approach to talent management and entrepreneurial spirit has transformed Keller Augusta into a well-respected, leading recruitment agency since its founding in 2001.As a trusted resource and leader in the commercial real estate industry, Keller spearheads the firm’s business development and executive level searches, guiding teams on the various considerations associated with effective human capital and organizational management. The firm provides a 360-degree perspective to leadership deve ... (view full description)

Virginia Klein

Executive Vice President-Investments,
Lombard International

Lisa Knee


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

Richard Kos

Kos Consultants

Mr. Kos has thirty years of experience in the institutional investment management business advising plan sponsors, insurance companies, investment managers and consultants on investment management and trading issues. He currently assists plan sponsors and fund groups with their hedge fund placements, alternative investments, global investment strategies and portfolio restructurings. He pioneered many of the practices and structures utilized within the transition management and commission recapture fields, saving his clients an estimated billion dollars over this time period. Earlier in his career, he was a member of the Managing Committee at Frank Russell Company where he spent nine years ad ... (view full description)

Gregory Kraut

Co-Founder and CEO
KPG Funds

Jon Land

Manager of RE Sales

As a Channel Sales Manager for MRI, Jon specializes in helping companies streamline accounts payable operations and creating efficiencies through automation and best practices.

Throughout his nine-year tenure at AvidXchange, Jon has work with thousands of Real Estate companies, helping them evaluate and implement automation solution. He is passionate about helping businesses become more efficient, reducing their environmental footprint, and positioning organizations to grow with negative financial impact.

Brandon Laughren

Chief Investment Officer
The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing family business interests in community banking and merchant banking. He also serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm, where he sourced, executed and managed private transactions for clients and for his own account. Mr. Laughren has acted as a transaction advisor as well as an invest ... (view full description)

Shawn Lese

Head of Portfolio Management, Americas
Nuveen Real Estate

With over 20 years experience, Shawn serves as the Chief Investment Officer and Head of Funds Management for Nuveen Real Estate’s ~$90 billion Americas platform. He leads a team of seasoned portfolio managers in driving investment performance and partnering with our clients on their current and prospective real estate investments. In addition, as Chief Investment Officer, Americas Shawn oversees the end-to end investment process. He is a member of the Global Executive Leadership Team and Americas Investment Committee. Prior to joining the business in 2015, Shawn served as a managing director on the capital markets team of Grosvenor Fund Management. Shawn has also worked as an officer i ... (view full description)

Scott Lewis

Spartan Investment Group, LLC

Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with a MS in Management, and from Georgetown University with a Certificate in Project Management. In his free time, Scott enjoys spending time with his wife, Lindsay, mountain biking, skiing, and chasing their Jack Russell Terrie ... (view full description)

Esther Lho

Vice President/Real Estate Investment Analyst

See attached for headshot and below for bio. Thanks again and let me know if there is anything else I need to provide. Esther Lho joined Meketa Investment Group in 2020. As a dedicated member on the Private Market Real Estate team, her primary responsibilities include investment research, due diligence, performance reporting, and monitoring of private real estate investment opportunities across strategies, property types, and geographies. She graduated from Duke University with a bachelor’s degree in Economics. Prior to joining the firm, she worked at The Concord Group, a national real estate strategy consulting firm in Atlanta, GA, advising developers an ... (view full description)

William Lopez

Director of Sales
RealPage Investment Management

Will Lopez focuses on providing insights and solutions to meet the evolving needs of real estate investment managers through implementing industry best practices to mitigate risk, enhance business processes, and streamline workflows. Will has developed expertise in services developed around change management, process redesign, system implementation and integration. Will began his career in the alternative investments space at Investran, where he worked with many of the leading real estate & private equity firms.

Andrew Lucas

Managing Director-Capital Markets
Trion Properties

Andrew Lucas sources new investors and manages invstor investor relations at Trion Investors, Inc. Trion is a private equity investment company which acquires opportunistic real estate investments that need moderate to heavy rehab on a mid to long term investment horizon. Trion maximizes investor returns by increasing net operating income throughout the holding period through a hands-on management style of heavy renovation and aggressive lease-up. Since its inception in 2005, Trion has acquired over $1 billion of real estate and generated internal rates of return in excess of 30%. Andrew has extensive experience in finance, investor relations, and both commercial and residential ... (view full description)

Brent Maier

Managing Director
Baker Tilly US, LLP

Brent Maier, managing director and leader of Baker Tilly’s real estate transactions advisory service team, has more than 20 years of experience providing valuation advisory services for real estate entities, property portfolios, and complex single-asset property developments. He has completed numerous assignments of large portfolios for multi-national and global engagements, having worked throughout North America, Europe, Australia and Asia. Brent holds the MAI designation from the Appraisal Institute and is an Accredited Senior Appraiser of the American Society of Appraisers. He is also licensed as a state-certified general real estate appraiser in several states.

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)

Charles Manna

Managing Director
Bank of America Merrill Lynch

Stephanie Matz

Buhl Investors

Stephanie Matz is Chief Financial Officer for Buhl Investors, a Minnesota based real estate management and investment group. Ms. Matz joined the firm in 2019 where she is responsible for managing the portfolio and spearheading investor relations initiatives. Buhl has experience across all asset types with current projects including retail and residential development and renovation of historical properties. Ms. Matz has specific expertise in real estate valuations, REITs, risk management, private equity, innovation and relationship management. Prior to joining Buhl, Matz worked for CarVal Investors, a global fund alternative asset manager. She has a Master of Landscape Architecture degree fro ... (view full description)

Michael May

Silverstein Capital Partners

Michael May is the President of Silverstein Capital Partners (“SCP”).  Mr. May is focused on providing senior loans, bridge loans, subordinate loans, and rescue capital to borrowers on shovel-ready ground-up construction, heavy value-add repositioning, lease-up projects, land, and inventory loans on completed condominium projects.  SCP is targeting office, industrial, residential and retail properties with a minimum $25 million investment.  SCP is capitalized by two global institutional investors with established track records in the U.S. real estate market, and Silverstein Properties, Inc.   Previously, Mr. May was a founder and Chief Operating Officer of Cantor Commercial Real ... (view full description)

Ryan McDonough

Co-Chief Investment Officer
Marcus Partners

Ryan is a Co-Chief Investment Officer and Principal at Marcus Partners.  Marcus Partners is a vertically-integrated real estate private equity firm with a 25 year history of successful real estate investment, development, and management experience.  The firm focuses on value-add investments in multifamily, industrial, biomedical lab, office, medical office, and mixed-use properties in knowledge-based metro areas including Boston, New York, and Washington, D.C. Ryan joined Marcus Partners from Bentall Kennedy, one of North America’s largest real estate investment managers and advisors. During his time at Bentall Kennedy, he played a lead role in expanding the firm’s Boston footprint, hi ... (view full description)

Aaron Mesmer

Senior Vice President, Development & Acquisitions
Block Real Estate Services, LLC

Aaron M. Mesmer joined Block Real Estate Services in 2005 with a focus on commercial real estate acquisitions and investment sales.  Since joining Block, Aaron has been involved in industrial, multifamily, office and retail real estate transactions valued at more than $1.3 billion.  Aaron’s role at Block evolved to include development, with more than 700 acres of planned or completed projects, including 9.3 million square feet of industrial space, 1.2 million square feet of office space and 5,100 units of multifamily and senior housing development.  Signature developments include CityPlace, a 95-acre, mixed-use community in Overland Park Kansas, Lenexa Logistics Centr ... (view full description)

Brendan Monahan

Global Risk Management

Brent Morris

SVP– US Investor Team Lead
Paramount Group, Inc.

Mr. Morris joined Paramount in 2020 and will be overseeing investor relations and capital raising efforts for Paramount’s private fund activities. He works with a broad base of clients, prospects and consultants. He has a long history of both principal investment and institutional investor relations in commercial real estate.  Mr. Morris began working in the commercial real estate industry in 1999.  Prior to Paramount, he was Managing Director and Partner at Clarion Partners.  Prior to Clarion he was Principal and Head of Investor Relations at True North Management Group. Mr. Morris graduated from The University of North Carolina with a Bachelor of Arts in Political Science in 19 ... (view full description)

Zurab Moshashvili

Anchin Block & Anchin, LLP

Audit Partner specializing in the real estate industry.  

Joe Moskowitz

Sr. Dir. Business Development

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Jasmine joined Urban Green in early 2013 after attending the University of California at Davis where she got a MS in Soils and Biogeochemistry. Her focus evolved from operational work. She now specializes in Investor Relations and supports Urban Green during the acquisitions process. She is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate.

Richard O'Brien

President & CEO
Athena Real Estate, LLC

Athena Real Estate, LLC is a real estate investment and services firm focused on specialty collateral types, including: self-storage facilities, manufactured housing communities, and RV parks/resorts (see Athena Real Estate and its affiliates currently operate 27 properties in 8 states. Athena generally acquires properties on the East Coast, but will acquire assets nationwide. The Company's operating philosophy is to obtain premium returns for value-added opportunities where focused and experienced management provide a competitive advantage. Athena has attracted capital from a variety sources including friends & family, family offices, and institutions. Athena was ... (view full description)

Daniel Pallone

VP of REIT and Loan Services
SS&C Technology

Dan has oversight and leadership responsibilities for client relationship management, operations, accounting and reporting services for SS&C’s Mortgage
REIT and Mortgage Loan client base and has been with SS&C since April of 2015. He has extensive finance, operations, and investment risk experience from banks, an insurance company, a mortgage REIT and a GSE.  Dan graduated from the University of Notre Dame with a BA in accounting and from New York University with an MBA in finance, and is a CPA.

Shravan Parsi

CEO & Principal
American Ventures LLC

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

Tal Peri

Head of U.S. East Coast and Latin America
Union Investment Real Estate GmbH Investment Management Americas

 Tal Peri is a senior real estate investment and finance professional with over 20 years of industry experience across markets and product types. Tal has closed more than $5 billion of real estate transactions. He serves as Head of U.S. East Coast and Latin America for Union Investment Real Estate in their New York office with the primary responsibility of overseeing equity investment activities in these regions. Union Investment is the largest open-ended real estate fund in Germany with a global real estate AUM of $55 billion and a US AUM of $6 billion. Prior to this role, Tal was an Associate Director at WestLB, New York, where he was responsible for real estate acq ... (view full description)

Mark Peterson

Director of Build-for-Rent Division
SVN | SFR Capital Management

Mark Peterson is the Director of Build-for-Rent Division of SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. Prior to this, Mr. Peterson was engaged in commercial real estate brokerage in metro-Phoenix, Arizona for over 15 years. He specialized in development residential land (subdivisions) where he worked with investors and builders on acquisition and disposition needs. These activities included assistance with entitlements, research, analysis, and site selection. Mr. Peterson also assisted international investors with multifamily analysis and strategy. ... (view full description)

Joe Petrusky

Director of Acquisitions
TCS Anika Homes

I lead the sourcing, analysis, contracting, and closing of all the single-family property transactions for TCS Anika Homes, a real estate investment fund. This fast-growing company is working to institutionalize the single-family residential asset class. We are in the process of scaling to buy 400 units in 2021, and thousands thereafter throughout the country. We are building beautiful homes to benefit this vastly underserved demographic. All of our homes are gut renovated properties with brand new plumbing, electrical, and HVAC and boasting quality finishes seldom afforded to the more financially challenged tenants in the neighborhoods we serve. We like to think that we are more ... (view full description)

Derek Proctor

Vice President/Real Estate Analyst

Remy Raisner

Founder & CEO
The Raisner Group

Mr. Raisner is the Founder and CEO of The Raisner Group, a real estate investment firm headquartered in New York City. Under his leadership, The Raisner Group has raised capital domestically and internationally since 2009 to pioneer investments in the urban renewal of Brooklyn.  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.  To date, it has purchased and repositioned over 30 properties with a vision to contribute to the reshaping of the local urban landscape, hand-in-hand with local stakeholders and communities. Most of the firm’s acquisitions have taken pl ... (view full description)

Michael Richards

Head of Fund Administration
JTC Americas

Michael Richards has brought an impressive investment skillset to JTC Americas after nearly 18 years at State Street, where he built his reputation in hedge fund and private equity fund administration within their Alternative Investment Solutions division. There, Michael was responsible for a large global team servicing top institutional fund sponsors and LP customers with a broad spectrum of alternative investment product types. His background in alternative fund administration and financial reporting with leading private equity fund sponsors has enhanced JTC Americas’ approach to complex accounting transactions, automation, financial and investor reportin ... (view full description)

Matthew Robbins

Associate Director

Matt Robbins is an Associate Director on Berkadia's South Florida commercial mortgage banking team, providing comprehensive capital solutions for owners of multifamily and commercial properties. Recognized as a distinguished "Young Leader" within the organization and an industry "Rainmaker," Matt has been involved in nearly $2 billion in real estate finance transactions since launching his career at Berkadia in 2013.

Mitchell Rosen

Managing Director, Head of Real Estate

Mitchell Rosen is a Senior Director, Head of Real Estate at Yieldstreet. Mitch joined the company in October 2018 after spending the previous 5+ years at Brigade Capital, a $23B alternative asset manager where he led the firm's efforts in investing in real estate securities and debt instruments. Prior to Brigade, Mitch spent just under 9 years at Marathon Asset Management, an NYC-based alternative asset manager working in the debt lending business as well as the CMBS underwriting & trading business. He entered the real estate investment space as an analyst at Capital Trust, at the time a publicly-traded mortgage REIT specializing in subordinated debt lending. Mitch joined J.P. Morgan in ... (view full description)

Dan Rosenbloom

Managing Director, Head of Investments

Dan joined CADRE in 2016 as a Managing Director managing the investment team and is a member of the Investment Committee. In his capacity as Managing Director at CADRE, Dan is responsible for overseeing the team sourcing, underwriting and structuring private-market real estate equity opportunities. He has invested in both equity and debt capital across various product types and geographic locations. At CADRE, Dan has also spear headed the sourcing and execution of Cadre’s Opportunity Zone Program.    Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Prop ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

L.D. Salmanson

CEO & Co-Founder

L.D. has extensive experience founding, advising, and investing in leading private technology companies. Prior to founding Cherre, L.D. served as Executive Director of Oppenheimer’s Private Shares Group, after Oppenheimer acquired Greencrest Capital, a firm he co-founded to enable pre-IPO transactions in some of the largest private technology companies in the world, including Facebook, twitter, and Uber. Prior to that L.D. served as the Principal of Knight Capital Group’s Private Equity Fund, and previously as a captain in the Israeli Army. L.D. earned his MBA in Finance from the University of Pennsylvania Wharton School, and is a Joseph Wharton Merit Scholar. L.D. also holds a B.A., LL.B., ... (view full description)

Christopher Sayler

Managing Partner
Pikes Peak Capital

Christopher is Founder and Managing Partner at Pikes Peak Capital which creates and manages high-return, opportunistic, distressed single-family residential real estate funds.  Pikes Peak Capital's funds purchase deeply-discounted residential houses and resell them to families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. This process empowers low-and-moderate-income families to own their own homes while providing a diversified, asset-backed opportunity to investors.  Pikes Peak Capital also manages more traditional single-family NPL and distressed REO funds. Feel free to reach me at or t ... (view full description)

Jonathan Schein

Real Estate Limited Partner Institute

Vicky Schiff

Managing Director
JP2 Partners

Ms. Schiff is a highly experienced entrepreneurial thinker and industry-recognized C-Suite operations and investment executive.  She has consistently identified emerging trends and created business models around investing before an oversupply of capital drives down investment returns. She has successfully founded/co-founded 5 firms since 1996 in various sectors of the real estate and private equity business. In addition, Ms. Schiff has been honored with various awards across the real estate industry by multiple organizations and publications including the Los Angeles Business Journal, Commercial Observer, Connect Media, Globe Street, Commercial Property News and Bisnow and ... (view full description)

Bleecker Seaman

Broadshore Capital Partners

Bleecker P. Seaman, III, Co-Chief Executive Officer of Broadshore Capital Partners with shared responsibility for oversight and management of the firm’s investment management business. Broadshore is jointly owned by Guardian Life Insurance Company of America and Broadshore’s senior management team.  Mr. Seaman is chairman of the firm’s Investment Committee and is actively involved in investment strategy, portfolio management and client servicing on behalf of the firm’s clients.    Previously, Mr. Seaman served in a similar capacity for Broadshore’s predecessor company, Lowe Enterprises Investors.  He also held positions as CFO and as an Acquisition Officer in Low ... (view full description)

Lauren Sertich

SVP, Real Assets Consulting
Callan LLC

Lauren Sertich, CAIA, is a senior vice president in Callan’s Real Assets Consulting group, leading the research of global real estate securities, U.S. value add, and timber strategies. She is responsible for strategic planning, implementation, and performance oversight of real assets portfolios, including the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records, and organizational structures. Lauren heads research of global real estate securities, U.S. value add, and timber strategies. ... (view full description)

Ashish Shah

Director, GlobeOp Private Markets
SS&C Technology

Ashish Shah is a Director in the Private Markets Group at SS&C Technology, Singapore and is responsible for the development of the private equity and real assets business and operations across Asia Pacific. Ashish brings close to two and half decades of finance and operations experience in private equity, real estate, infrastructure and venture capital by way of his previous roles as the CFO / COO for various funds under the J P Morgan Partners, 3i Group plc and Xander Group Inc. umbrella. He has led and managed the set-up and administration, investor relations and reporting, audit and taxation, treasury and cash management, and compliance and regulatory monitoring, for alter ... (view full description)

Gordon Sinclair

Director – Business Development & Strategy
Egan Jones Ratings

Gordon Sinclair is a Director of Business Development and Strategy at Egan-Jones Ratings Company. Gordon spent over 20 years in various capital markets positions including at GMAC Commercial Mortgage, Moody’s Investors Service, Wells Fargo Securities, and Saratoga Springs Capital. Gordon is a graduate of Syracuse University’s Maxwell School of Citizenship and Public Affairs and has an MBA and a MSIS from Boston University’s Questrom School of Business.  

David Smith

Avenue Living US Real Estate

Mr. Smith serves as the Chief Executive Officer of Avenue Living US Real Estate Trust and the Chief Operating Officer of Avenue Living Asset Management Ltd. Mr. Smith has 15 years of real estate investment experience with international banking and private equity firms. His focus has included multi-residential, office, retail and industrial asset classes having completed large portfolio acquisitions, REIT privatization and structured debt investments. Mr. Smith most recently worked for an institutional real estate investment and asset management firm in Calgary. Prior, Mr. Smith worked for a global real estate asset manager in Toronto and helped in the investment of over $6 ... (view full description)

James Solomon

Ravinia Capital Group

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

Bradford Spencer

Jumbo Capital Management

Daniel Stevens

Principal/Acq. Director
Ansonia Properties

Daniel Stevens leads underwriting and acquisitions for Ansonia Properties, a vertically-integrated real estate firm focused on creating value in multifamily investment properties. Ansonia and its affiliates have acquired, repositioned and developed more than 4,500 multifamily units valued at nearly $1B. Mr. Stevens has been instrumental in the capital raising and structuring  of all transactions since joining Ansonia in 2015. He plays an integral role in investor relations, overseeing business plan execution for acquired assets and the implementation of new technologies used throughout Ansonia’s portfolio and operations. Mr. Stevens’ prior experience includes asset management, pr ... (view full description)

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

Kevin Swartz is a Managing Director at BrightSpire Capital, Inc. (f/k/a Colony Credit Real Estate, Inc.) where he heads originations for the Northeast and Midwest regions. Prior to joining the predecessor to BrightSpire in 2018, Mr. Swartz was Head of US Real Estate Lending at Rothesay Asset Management where he was the first employee in the US office to make US CRE portfolio loans on behalf of Rothesay Life.  Mr. Swartz has previously worked in the large loan groups at Morgan Stanley, Wells Fargo and UBS. Mr. Swartz received a Bachelor of Arts degree from the University of California, Berkeley and a Masters in International Political Economics and a Juris Doctor from ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Garrett Thelander

Managing Director

Garrett W.Thelander has had a successful 30-year career in real estate finance.  In that span, Garrett has originated over $10.0 billion in real estate financings, both debt and equity.  Starting in 1988 with Sanwa Bank, then, one of the largest banks in the world, Garrett financed leading real estate sponsors all over the United States.  Following this stint at Sanwa Bank (now part of United California Bank), Garrett moved to Bankers Trust (which was bought by Deutsche Bank in 1999) to join its real estate investment banking platform, to lend to some of the leading lodging companies at the time (Starwood, Wyndham, etc). Garrett is currently (as of September, 2018) a Managing Dir ... (view full description)

David Valger

DVO Real Estate

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

Brian Waldman

Executive Vice President, Investments
Peachtree | Stonehill

Brian is the Senior Vice President of Investments of Peachtree Hotel Group and brings more than 15 years of hospitality experience. Brian leads the company’s hotel real estate investment and asset management programs.   Prior to joining Peachtree, Brian was formerly Managing Director and Head of Capital Markets for Beacon Hospitality Partners where he was responsible for executing capital markets assignments and other advisory assignments with an aggregate asset value exceeding $8 billion. Prior to Beacon, Brian served as Senior Vice President of DTZ Hospitality Group, Vic ... (view full description)

Euclid Walker

Senior Managing Director
CGI Merchant Group

Sondra C. Wenger

Senior Managing Director, Head of Commercial Real Estate, Americas
CBRE Investment Management

Sondra Wenger serves as CBRE Global Investors’ Head of Americas Commercial Operator Division. In this capacity, Sondra is responsible for the execution and operation of the firm’s office and retail assets in the Americas, which is comprised of $8.5 billion of direct office AUM and $1.5 billion of direct retail AUM as of March 31, 2021. Her appointment underscores the firm’s enhanced sector-specific approach to investing as part of its investor-operator model and unique ability to deliver on all aspects of an investment’s lifecycle. She serves as a member of the firm’s Americas Investment Committee. . Over the course of her career, Sondra has sourced, negotiated and closed more th ... (view full description)

Adam Whitmire

Fund Manager
Arabella Capital

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

Joseph Wilhelm

Joseph A. Wilhelm III

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

John Williams

CIO and President

John R. Williams is President and Chief Investment Officer of Avanath Capital Management (“Avanath”), an institutional fund manager that specializes in affordable and workforce housing investments throughout major  U.S. cities. In his role, Williams spearheads the firm’s portfolio acquisitions, capital formation, investor relations and fund management. Since joining Avanath, Williams has directed the closing of four institutional investment funds totaling $1.5 billion of capital, comprised of equity commitments primarily from US pension funds, European pension funds US endowments, UK endowments, foundations, banks, life insurance companies, and family offices. ... (view full description)

Stuart Wood

Managing Director-North America
Alter Domus

Before joining the business development group, Stuart served as the head of Cortland Capital Markets LLC’s Fund Administration operations. Stuart is a certified public accountant with over fifteen years of experience in the accounting and finance industry. He began his career at PricewaterhouseCoopers as an auditor before spending several years working in fund administration with Citadel Solutions/Omnium/Northern Trust where he managed the fund close process, provided technical accounting advice, and managed client relationships. Through years of hands-on experience, Stuart has strong knowledge of applied accounting and reporting for hedge funds, credit funds, real estate, and private ... (view full description)

Jonathon K. Yormak

Founder & Managing Principal
East End Capital

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Phone: +1 (212) 901-0506
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Event Contacts for 21st Annual US Real Estate Opportunity & Private Funds Investing Forum


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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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