Adam Altman

Managing Member
KABR Real Estate Investment Partners

Mr. Altman is one of three founding partners of The KABR Group an owner and operator of Real Estate and opportunistic buyer of real estate debt. Founded in 2008, The KABR Group specializes in acquiring assets from special servicers, financial institutions, global and regional banks. KABR group has current holdings approximating 3,500,000 square feet of office, Three thousand rental units, over 500,000 square feet of retail/ industrial and over 3,000,000 square feet of multifamily and retail construction projects. Mr. Altman is also involved with the management and leasing of the properties post acquisition. Prior to joining KABR, Mr. Altman was a senior member of the Acquisitions and Develop ... (view full description)

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

Partner
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

Founder
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)

Sasha Bernier

SVP
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)

Jamie Biddle

Founding Partner & Chief Executive Officer
Verdis Investment Management

Partner and CEO, Verdis Investment Management Jamie Biddle is the founding partner and CEO of Verdis Investment Management, a single family office. He sets the strategic direction of the family office and oversees investment activities, operations and finance. Jamie is behind portfolio construction, manager sourcing and selection, due diligence and risk management. Jamie is responsible for all of the firm’s real estate and natural resources investments. He is an active member of the Investment Committee. Jamie brings more than two decades of investing and operating experience, across asset classes and industries. Prior to forming Verdis Investment Management in 2004, ... (view full description)

Larry Block

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

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

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Irwin Boris

COO
Heritage Capital Group

Gregory Breskin

SVP of Acquisitions
Torchlight Investors

Gregory Breskin is a Senior Vice President in the Acquisition/Originations group with Torchlight Investors.  Torchlight is an investment advisor with $3.9 billion of assets under management seeking  CRE debt and equity Investments in a broad range of property types and variety of structures, including Stretch Senior Loans, Mezzanine Loans, Preferred Equity and J/V Equity.  Targeted investments are from $20-100+ Million.  Prior to Torchlight, Greg operated Ossipee Capital, an independent real estate structured finance advisory firm,  after having lead roles in private equity investment management firms StoneBeck Capital and WestRiver Capital Management.  He was previously with Brookfield Asse ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

Mr. Bubna oversees portfolio strategy and operations for the commingled funds and serves as the Chief Financial Officer. He is a member of the Firm’s Investment Committee. At TA Associates Realty, Mr. Bubna oversaw the value-add portfolio management group for all commingled funds. Mr. Bubna also directly implemented multiple value-add and core strategies across a portfolio of real estate covering various East Coast markets. As a voting member of the finance committee, he negotiated new and renewal debt proceeds and oversaw the deleveraging and debt restructuring of multiple commingled funds. Prior to TA, Mr. Bubna spent 10 years at Arthur Andersen and Ernst & Y ... (view full description)

Chad Burkhardt

Managing Director
CenterSquare Investment Management

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

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
AmCap

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.
 

Bryan Colwell

Co-Founder/Managing Partner
LCN Capital Partners

Mr. Bryan York Colwell Co-Founder and Managing Partner, LCN Capital Partners L.P. (New York) and LCN Capital Management S.a.r.l. (Luxembourg) Bryan York Colwell is a 17-year veteran of Goldman Sachs investment banking/M&A, served as a global group head at ABN Amro Bank, and has a proven record in business creation and restructuring as a private investor. As a co-founder of LCN Group with Edward V. LaPuma, he has been responsible for bringing innovative dual-currency credit-focused private equity funds to the institutional market, simultaneously creating a new non-bank source of capital for corporations in North America and Europe. Mr. Colwell graduated with a B.A. with honors in History ... (view full description)

Steven Coury

Partner
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.

 

Natalie Diaz

Chief of Staff to Francis Greenburger
Time Equities Inc

Sara Doelger

Principal
Argosy Real Estate Partners

James D’Argenio

Senior Principal: Acquisitions
The Bascom Group

Sean Egan

Managing Director
Egan-Jones Ratings Co.

Michael Eglit

Managing Director
Blackstone

Michael Eglit is a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in New York.  Since joining Blackstone, Mr. Eglit has been involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies.  He has been involved with or responsible for more than $7.0 billion in first mortgage, mezzanine, B-note and preferred equity originations, as well as the acquisition of more than $6.0 billion in legacy loans.  Before joining Blackstone in 2010, Mr. Eglit was with Wrightwood Capital where he underwrote and originated first mortgages, mezzanine loans and preferred equity. Mr. Eglit received a BA from Lehigh ... (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 Director-Investments
CIM Group

Doug Faron serves as a Vice President, Investments at CIM Group. He is responsible for sourcing, structuring and executing real estate equity and debt investments across asset classes with a focus on primary markets in the United States. 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 Economics and International Relations from Brown University and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Doug resides in Venice, California with his wife and ... (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 Director
Noyack Family Office

LinkedIn : https://www.linkedin.com/in/cjfollini/ CJ Follini has more than 30 years of experience in the acquisition, development, and management of professional real estate across numerous asset classes. In fact, CJ is acknowledged to be a leading expert on alternative real estate such as: healthcare facilities, cold storage logistics, structured parking, media infrastructure, and brownfield redevelopment. Since becoming the CIO and Managing Director of a private Multi-Family Office 17 years ago, CJ has achieved average total rates of return exceeding 20% per annum during his tenure. CJ’s career highlights include: -FIRST EVER person to lead an individual commercial real estate property ... (view full description)

Justin Ford

President
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 1,000 units throughout Florida. Perhaps the company's signal achievements has been that, through the boom and bust, the company has never been late on a mortgage payment or lost an investor a dollar. Mr. Ford attributes that success to an core principles that make them patient buyers, prudent users of debt, and diligent operators, This approach has helped them recover from mistakes, weather down markets, and consistently take advantage of opportunities for long-term growth. This unique track record has helped Pax develop a loyal following of hun ... (view full description)

Paul Foye

US Real Estate Practice Leader
Marsh

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)

Abbe Franchot Borok

Head of US Debt
Bentall GreenOak

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 clien ... (view full description)

Michael F. Frantz

Partner
Katten Muchin Rosenman LLP

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)

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.
 

Christy Gahr

Managing Director
Virtus

Ben Gerig

Chief Executive Officer
Northlight Capital Partners LLC

Northlight Capital Partners is a distressed real estate credit fund manager based in Westport, CT.  Our two core businesses are (1) acquiring sub-performing and non-performing notes from financial institutions and (2) providing rescue / restructuring capital in and out of bankruptcy.  We are currently managing our third institutional fund with a target investment size of $5-50MM.

John Girard

Trustee & Secretary
Boca Raton Police & Firefighters Retirement

John D. Girard is a Trustee of the Boca Raton Police and Firefighters Retirement System, and is presently a Private Investor. John’s prior business career expands over 40 years in the financial services industry. During that period of time, John served as President of the National Stock Exchange, and was on the Board of Depository Trust Company and the Composite Tate Committee. He was also a Senior Executive at several prominent financial institutions, including Girard Trust Company, First National Bank of Palm Beach, Palisade Capital Management and Kennedy Capital Management.

Andrei Girenkov

Senior Managing Director-Enterprise Technology
Greystar

Andrei Girenkov is the Senior Managing Director of Technology for Greystar Enterprise Services and is a member of the Greystar Executive Committee. Andrei leads Greystar’s technology efforts across the globe, focusing heavily on digital transformation, operating systems, and data.   Previously Andrei has served in a variety of senior technology roles in the financial services industry. Before joining Greystar in 2020, Andrei was Vice President of Technology & Chief Information Officer at Colonial Life & Accident Insurance Company with a global team that led digital transformation efforts and operational efficiency across the organization. Prior to Colonial Life, he served as Vi ... (view full description)

Francis Greenburger

CEO
Time Equities Inc.

  Francis Greenburger is the founder, chairman, chief executive officer and guiding force behind Time Equities, Inc. Founded in 1966, Time Equities, Inc. (TEI) has been in the real estate investment, development and asset & property management business for more than 50 years. TEI currently holds in its own portfolio approximately 32.4 million square feet of residential, industrial, office and retail property – including more than 4,000 multi-family apartment units. In addition, TEI is in various stages of development and pre-development of constructing approximately 1.4 million square feet of various property types which includes at least 1,447 residential units. With proper ... (view full description)

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)

Edward Griffin

President
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)

Larissa Herczeg


Oak Street Real Estate Capital

Larissa Herczeg is a Managing Partner and CIO of the Fund of Funds platform at Oak Street and a member of the firm’s investment committee. Ms. Herczeg is responsible for all aspects of Oak Street’s Fund of Funds business, including investment sourcing, due diligence, selection and portfolio management and reporting. Prior to joining Oak Street, Ms. Herczeg was responsible for global real estate investing at Morgan Creek Capital Management (Morgan Creek), including all aspects of sourcing, due diligence and portfolio monitoring and reporting. Prior to joining Morgan Creek, Ms. Herczeg was employed with Franklin Templeton Real Estate Advisors and the Credit Suisse Customized Fund Invest ... (view full description)

Kamil Homsi

Founder/CEO
Global Realty Capital LLC

Kamil Homsi- Founder/CEO of the GRC Investments Group, single family office in Dubai/UAE. 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 a dispute resolution specialist, recognized speaker on a global platform, and has extensive background in working with C-Suite executives, influential HNW families and financially accredited multi-national investors. He also has established credibility within the Global HNW & Family Office Space on dynamic macro-economic vision, and uncommon ability to engag ... (view full description)

Sherina Hosein

Senior Director, Fundraising
CGI Merchant Bank

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 ... (view full description)

Brad Howe

Co-Chief Executive Officer
Broadshore Capital Partners

Co-CEO of Broadshore Capital Partners. Mr. Howe shares responsibility for overseeing the business and is directly responsible for Broadshore’s multifamily and senior housing investment verticals, as well as the firm’s investor marketing function. Mr. Howe leads the Broadshore Management Committee and is a member of the firm’s Board of Directors.  From 2005 through 2018, Mr. Howe served as Co-CEO of Lowe Enterprises Investors (LEI), the predecessor entity to Broadshore Capital Partners.  Prior to leading LEI, Mr. Howe managed the Lowe Enterprises Capital Group, which was responsible for the firm’s capital raising efforts, and was Chief Financial Officer for Lowe Hospitality Group. He pr ... (view full description)

Paul Hughson

Executive Managing Director
Island Capital Group

Paul Hughson is an Executive Managing Director of C-III Capital Partners (an affiliate of Island Capital). Mr. Hughson serves as head of Principal Investments for C-III Capital Partners which encompasses C-III’s capital deployment activities for debt and equity investments as well as C-III’s Commercial Mortgage platform. Mr. Hughson serves as the Chief Investment Officer of   C-III Recovery Fund Series I, II, and III, a series of value add private equity vehicles formed to capitalize on the opportunities within the C-III platform.  In addition, Mr. Hughson serves as the President of C-III Commercial Mortgage and the head of real estate lending for Exantas Capital Corp., a public mortgage rei ... (view full description)

Sunder Jambunathan

Principal
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

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

Strategic Account Director
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)

Vivek Kartha

CEO
Workspace

Vivek currently serves as CEO at WorkSpace, following a career in corporate strategy, M&A, and operational turnarounds. Vivek joined the WorkSpace team as President from Alpine Investors. Most recently, he served as Director of Corporate Strategy and M&A at American International Group, focusing on repositioning the firm’s global commercial footprint. Before that, he spent several years in strategy consulting with Deloitte. Vivek holds an MBA from Harvard Business School and a B.A. in Economics and Philosophy from Case Western Reserve University.
 

Kate Keller

Principal
Keller Augusta Partners

Richard Kos

President
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 y ... (view full description)

Gregory Kraut

Co-Founder and CEO
KPG Funds

Suresh Krishnamurthy

Managing Director-Real Asset Services
SS&C Technologies

Kathleen Kusiak

Managing Partner
Alta Properties LLC

Kathleen Joyce Kusiak has worked in the real estate and construction industry since 1988. In addition to managing the real estate development process, Kathleen has been responsible for acquisitions and strategic planning.   Prior to launching Alta Properties LLC in 2007, Kathleen worked as a third-party development manager--developing such projects as Cisco Systems’ New England campus.   Alta Properties is an opportunistic real estate investor/developer that acquires properties throughout New England, the Mid-Atlantic and Texas-- across all major asset classes, focusing on opportunities for capital appreciation.    Alta Properties typically partners with e ... (view full description)

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)

Ryan Levy

Principal
Klaff Realty

Mr. Levy is a Principal of Klaff Realty, LP and serves as a member of its Investment Committee. Mr. Levy leads the financial evaluation and due diligence of individual and portfolio acquisition opportunities.  He reports to the CEO on deal structuring, capital raising, and closings of real estate and operating company transactions in the United States & Latin America.  He is also responsible for the management of Klaff Realty’s current investment holdings. Prior to joining Klaff Realty in 2010, Mr. Levy founded Cliff Capital LLC, a real estate investment firm focused on acquiring and repositioning distressed residential real estate in the Chicago and Indianapolis markets. Prior to Cliff ... (view full description)

Esther Lho

Vice President/Real Estate Investment Analyst
Meketa

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)

Andrew Lucas

Director of 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 $450 million 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 residentia ... (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.
 

Brian Malliet

Chief Executive Officer, Co-Founder
BKM Capital Partners

Michael Mandel

Co-Founder & CEO
Compstak

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

CFO
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

President
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

Principal - Acquisitions
Marcus Partners

Ryan is a Principal and the Boston Regional Director for Investments 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 Bos ... (view full description)

Aaron Mesmer

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

Aaron M. Mesmer is a Principal of Block Funds and a member of the firms investment committee. Aaron joined Block Funds in 2005 and is responsible for acquisitions, dispositions and fundraising. Since joining Block, Aaron has been involved in over 125 investment real estate transactions valued at more than $750 million. Aaron has also been involved in multiple developments encompassing 350 acres and more than 4.2 million square feet of planned vertical construction. Aarons transaction experience includes the sale and development of industrial, multi-family, office, medical and retail properties. Prior to joining Block, Aaron worked for Cohen-Esrey as a member of the Investment &am ... (view full description)

Zurab Moshashvili

Partner
Anchin Block & Anchin, LLP

Audit Partner specializing in the real estate industry.  

Joe Moskowitz

Director, Business Development & Strategic Solutions
Dealpath

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 www.AthenaRealEstate.com). Athena Real Estate and its affiliates currently operate 24 properties including 10 mobile home parks, 7 RV parks, 7 self-storage facilities, and a Florida mobile home and RV dealership. 19 of Athena’s properties are in Florida. Of the 17 parks that Athena owns and operates, 8 are 55+ communities. Athena generally acquires properties on the East Coast from Florida to Maine, but will opportunistically acquire assets nationwide. The Company's operating philosophy is ... (view full description)

Daniel Pallone

VP of REIT and Loan Services
SS&C Technologies

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)

Joe Petrusky

Director of Acquisitions
Anika Equities

Mark Potter

Founding Partner
Alcion Ventures

Mark Potter is Co-Founder of Alcion Ventures, where he is responsible for the investment and management of the firm’s investment funds.   Mr. Potter brings 24 years of diversified real estate investment experience to his position at Alcion Ventures. He was previously a Partner with AEW Capital Management, where he was responsible for investment origination and asset management in the opportunity fund group. Throughout his career, he has been involved in numerous value-added investment transactions in the retail, office, industrial, residential, self-storage and senior housing sectors. Prior to his 15 years at AEW, Mr. Potter spent four years with KPMG’s Real Estate and Investment ... (view full description)

Remy Raisner

Founder & CEO
The Raisner Group

Levi Reilly

Principal, Director of Development
Marcus Partners

Lee Roberts

Managing Partner
SharpVue Capital

Dan Rosenbloom

Managing Director, Head of Investments
Cadre

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)

Rich Sarkis

Executive Chair & co-founder
Reonomy

Richard Sarkis is Executive Chairman and co-founder of Reonomy. Since the company’s founding in 2013, Sarkis has been instrumental in raising $128 million in venture capital and led Reonomy through a successful web-platform launch in New York City, as well as the launch of a second nationwide platform in 2017. An avid entrepreneur, Sarkis has launched numerous companies, including an international arbitrage textbook company, a college marketing network and an offshore tech company.
.
 

Christopher Sayler

Managing Partner
Pikes Peak Capital

Feel free to reach me at christopher@pikespeakcapitalholdings.com or text/call me at 719.659.4576.  I'm looking to connect with performing loan buyers, REO sellers, and potential LP partners. Christopher is founder and Managing Partner at Pikes Peak Capital which creates and manages high-return, opportunistic, distressed single-family real estate funds.  Pikes Peak Capital funds provide alternative mortgages to income-qualifying families across the US. The fund purchases deeply-discounted residential houses and resells them near market value to families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. This process empowe ... (view full description)

Jonathan Schein

CEO
Real Estate Limited Partner Institute

Vicky Schiff

Managing Partner
Mosaic Real Estate Credit

 Vicky Schiff is the Co-Founder of MREC Management, LLC and its affiliate co-mingled open-ended fund Mosaic Real Estate Credit (collectively “Mosaic”) which is focused on origination and managing short and medium term structured real estate debt investments.  Mosaic has originated over $2.3B as of December 2019. Ms. Schiff’s investment career began in the early 1990s as an acquisitions and diligence executive in Los Angeles, where she worked on approximately $1 billion in real estate transactions. Ms. Schiff is a career entrepreneur, co-founding 5 firms since 1996 including 1) A real estate investment and development company and affiliated management company wi ... (view full description)

Bleecker Seaman

Co-CEO
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

Senior Vice President-Real Assets Consulting
Callan LLC

Max Sharkansky

Managing Partner
Trion Properties

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity and mezzanine debt. W5 Group has permanent capital, a flexible mandate and se ... (view full description)

Mitch Sinberg

Sr. Managing Director
Berkadia

Mitch Sinberg serves as Senior Managing Director for Berkadia’s Florida mortgage banking team. He also co- manages the state of Florida, providing strategic vision and leadership to a team of investment sales and commercial finance professionals in one of the country’s top-producing regions. Since joining the firm in 2013, Mitch has increased Berkadia’s annual volume ten-fold, closing nearly $2 billion of loans in 2016. Mitch is consistently named to Berkadia's "CEO Circle," which represents the top producers and leaders within the firm. Prior to joining Berkadia, Mitch opened and served as co-manager of Beech Street Capital’s Florida offices, where he established a presence for ... (view full description)

Gordon Sinclair

Senior Vice President
Morningstar Credit Ratings

Seth Singerman

President
Singerman Real Estate, LLC

Mr. Singerman is President of Singerman Real Estate ("SRE"). SRE is an investment firm that opportunistically invests on behalf of its funds in both debt and equity across all major asset classes including office, retail, hotel and multi-family, in addition to secondary real estate asset classes including student housing, senior housing and storage. SRE's discretionary fund seeks opportunistic returns for its institutional investors. Mr. Singerman has sourced direct investments in properties and performing and non-performing loans in excess of $1.5 billion. In addition to his direct real estate investment background, Mr. Singerman was a leading member in the initial cre ... (view full description)

James Solomon

Managing Partner
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) 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

Partner
Jumbo Capital Management

Daniel Stevens

Acquisitions Director
Ansonia Properties

I am responsible for underwriting new property acquisitions, establishing relationships with debt and equity partners, and assisting in the project and asset management of Ansonia’s existing portfolio of market, mixed-income, and affordable housing.

Scott Tavolacci

Northeast Regional Director
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
CIT

Jessica Thorsheim

SVP of Portfolio Management
Amherst Residential

Michael Tillman

CEO
PTM Partners

Michael Tillman Chief Executive Officer & Chief Investment Officer Formerly a Managing Director of Acquisitions & Development at LeFrak Oversaw the underwriting, execution, construction, development and condo sales of the 1 Hotel South Beach, a 1.8MM sf mixed-use luxury hotel and condominium Managed the restructuring, entitlement and development of SoLe Mia, a 184-acre mixed-use development with 5,000 residential units and 1.5MM sf of commercial in North Miami Prior to LeFrak, Michael was with Aetos Capital, where he was a senior member of the firm’s investment platform in China and evaluated over $5 billion of large-scale ... (view full description)

David Valger

President
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 Hotel Group

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, Vice President ... (view full description)

Euclid Walker

Senior Managing Director
CGI Merchant Group

Sondra C. Wenger

Senior Managing Director-Head of Commercial Real Estate
CBRE Global Investors Americas

Philip Wharton

Chief Investment Officer
Twining Properties

Phil Wharton serves as Chief Investment Officer and is a Managing Partner at Twining Properties. Phil oversees the preferred equity platform that Twining formed with a leading institutional real estate investment management firm. The platform’s mandate is to invest equity in value-add and development projects alongside experienced developers, filling a void between senior lender and developer equity, while also offering development oversight and expertise as needed. The platform is actively investing between $25 million and $75 million tranches in markets throughout the Northeast and Middle Atlantic regions.   Prior to Twining, Phil was Executive Vice President for Multifamily De ... (view full description)

Thomas Wiese

Executive Managing Director, Institutional Solutions
Lombard International

Tom is the Executive Managing Director, Institutional Solutions and Head of the Institutional 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 Institutional Investors, Family Offices and Super High Net Worth Individuals.  Lombard International, through its subsidiaries, has over $60 billion in separate account assets under administration. Tom has over 25 years of extensive experience in the insurance, asset management and financial services industries.  Prior to joining Lombard in 20 ... (view full description)

Joseph Wilhelm

Trustee
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.

John Williams

CIO and President
Avanath

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, ... (view full description)

Stuart Wood

Managing Director-North America
Alter Domus

Jonathon K. Yormak

Founder & Managing Principal
East End Capital

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Event Contacts for 21st Annual US Real Estate Opportunity & Private Funds Investing Forum

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*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 dataprotectionofficer@euromoneyplc.com 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

    Email: dataprotectionofficer@euromoneyplc.com

    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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