This is a past event. To see the list of our current events, please click  HERE

Roy Abrams

Founder & CEO
RealConnex

Roy Abrams, the founder and Chief Executive Officer of RealConnex, is a successful and seasoned real estate developer and entrepreneur.  Following successful endeavors in Europe, Roy moved to the States to explore real estate ventures and quickly identified difficulty find new real estate opportunities without a Rolodex of contacts. He viewed this as an opportunity to bring a new technology to the real estate market to solve this problem and RealConnex was born.

Dean Adler

CEO and Co-Founder
Lubert-Adler Partners, LP

Born and raised in Cleveland, Ohio, Dean S. Adler is CEO and Co-Founder of Lubert-Adler Partners, L.P., a real estate equity firm with over $6.5 billion in equity and $16 billion of assets under management. Dean is Head of the Investment Committee, and is responsible for leading the strategic direction of the team. Lubert-Adler invests on behalf of, among others, 30 major university endowments, state pension funds, and major foundations. It is headquartered in Philadelphia, with offices in New York, Los Angeles, and Atlanta. Dean is also a partner in Independence Capital Partners, a family of funds totaling $11.7 billion in equity invested in real estate, private equity, corporate restru ... (view full description)

Jeff Adler

VP, Matrix
Yardi Systems

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

Jeffrey Alpaugh

Managing Director, Global Real
Marsh & McLennan Companies, Inc.

Jeff is the Global Real Estate & Hospitality Practice Leader for Marsh. In this capacity Jeff is responsible for growth, retention, innovation, client service and market delivery for Marsh’s Real Estate and Hospitality clients globally. Marsh has dedicated Real Estate teams in each major office in the US, Asia, Europe, the Middle East and Africa. Prior to this role, Jeff was the Client Executive Practice Leader for Marsh in the Northeast, where he was responsible for overseeing the delivery of services to its clients. He founded the Boston Real Estate practice in April of 1998. In June 2001, Jeff assumed the additional responsibility of Practice Leader for Industry Groups. Jeff has over  ... (view full description)

Russell Appel

President
Praedium Group, LLC

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

Allen Ashley

Partner
DLA Piper

Allen Ashley concentrates his practice in the areas of US federal income taxation and the laws affecting business entities. Allen represents publicly-traded and privately-held multinational corporations and privately-held real estate funds. He is experienced in a broad range of business-related US federal income tax matters, including advising clients with respect to the tax aspects of domestic and international corporate acquisitions, dispositions and other reorganizations (including those involving publicly-traded corporations and REITs); capital market transactions; joint ventures; acquisition, ownership and disposition of real estate; intercompany transfer pricing and general ... (view full description)

Nav Athwal

Founder & CEO
RealtyShares

Nav Athwal is the founder and CEO of RealtyShares. Athwal oversees company planning, investor fundraising across the platform and overseeing all deal activity. Nav started his career as an electrical engineer, before transitioning into real estate law. He worked as a Real Estate and Land Use Attorney at Farella Braun & Martel, LLP. As an attorney, he led some of the largest mixed-use, residential commercial and renewable energy real estate projects in California. RealtyShares is a marketplace that affords Accredited US Investors the opportunity to invest in debt and equity real estate deals across the United States. To date, RealtyShares has successfully funded over 150 real ... (view full description)

Howard Barash

Principal
CohnReznick Advisory Group

Howard Barash is a principal with CohnReznick Advisory Group with more than 30 years of experience in the real estate capital, multifamily, and commercial real estate markets. He has worked with large institutional investors and owners of real estate both domestically and internationally, helping clients drive change and innovation throughout their organizations by analyzing the way they work and developing innovative strategies. This often includes aggregating financial and operating information and synthesizing it into quality consolidated reporting. Howard has worked with multibillion dollar private equity firms and has assisted in the formation of new real estate investment ventures. He ... (view full description)

Jeffrey Barclay

Managing Director
Goldman Sachs & Co.

Phil Barker

Sr. Managing Director
CBRE Capital Advisors, Inc.

Philip Barker is a Senior Managing Director for CBRE’s real estate investment banking business, CBRE Capital Advisors, Inc. and leads the group’s activities for “Secondary” real estate opportunities in the Americas. CBRE’s secondary private equity real estate team, first established in the U.K, has successfully executed over US$5 billion in transactions since its inception in 2010, with dedicated focus now in the U.S. Mr. Barker brings significant alternative investment experience to the team having previously led CBRE’s Real Estate Derivative’s team in the US from 2006 to 10, transacting over US$3 billion of notional value in both the commercial sector NCREIF based) and the residential m ... (view full description)

Reza Basharzad

Senior Vice President
Paladin Realty Partners, LLC

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

Elizabeth Beckwith

VP
EII Capital Management

Aditya Bhoopathy

Principal & Executive Vice President
Noble Investment Group, LLC

Mr. Bhoopathy is a principal with primary responsibility for capital market relationships, asset dispositions, and transaction management. In addition, he leads contract documentation and closings related to new acquisitions, development and financing for all investments.   Mr. Bhoopathy has more than 17 years of hospitality industry experience and has participated in over $1.9 billion worth of real estate transactions for the Noble organization since joining the firm in 1999. He became a partner in 2006 and is a regular panelist at lodging, investment, and financing conferences.   Mr. Bhoopathy received a B.S. from the Cornell University School of Hospitality and is ... (view full description)

Nick Bienstock

Managing Partner
Savanna

Mr. Bienstock is the Co-Managing Partner of Savanna. At Savanna, Mr. Bienstock has developed relationships with institutional lenders, third-party capital partners, and fund investors as well as identified acquisitions and structured transactions. Mr. Bienstock has worked on the acquisition, financing, redevelopment, restructuring and sale of over $5 billion of real estate throughout the United States and sits on the Investment Committee. Prior to joining Savanna in 1999, Mr. Bienstock worked at Capital Trust, Inc. and Chemical Bank's Real Estate Investment Banking Group. Mr. Bienstock received an MBA from the Columbia Business School, an MS in Real Estate Development from the Columbia Schoo ... (view full description)

Gary Block

Managing Director
The Meridian Group

Mr. Block is a Partner and Managing Director at The Meridian Group, where he focuses on acquisitions and capital raising activities. Mr. Block has over 20 years of industry experience. At Meridian, Mr. Block led the firm's efforts in the formation of Meridian Realty Partners I, L.P., Meridian's first discretionary real estate private equity fund. In addition, Mr. Block has led and completed approximately $500 million of investments and refinancing / recapitalizations at Meridian. Prior to joining Meridian in 2007, Mr. Block was with The Carlyle Group, where he was a Global Partner, Managing Director, and head of the Real Estate Fund's Acquisitions Group. At Carlyle, Mr. Block led and ... (view full description)

Jason Bordenick

Managing Director
NorthStar Realty Finance Corp.

Mr. Bordenick, a Managing Director of NorthStar Asset Management Group Inc. (NYSE: NSAM) and NorthStar Realty Finance Corp. (NYSE: NRF), is responsible for the origination, structuring and execution of debt and equity investments across all asset types and geographies.  Mr. Bordenick's focus is sourcing transitional mortgage, mezzanine, preferred equity and joint venture equity opportunities for NorthStar's balance sheet and various non-traded REIT vehicles. Prior to joining NorthStar, Mr. Bordenick was a Vice President for Natixis Real Estate Capital in Chicago and New York. Mr. Bordenick received a B.A. in Economics from the University of Rochester.

Darren Boswell

Partner
LQC Partners, LLC

Darren Boswell is a founding partner of LQC Partners, an opportunistic real estate fund investing primarily in healthcare real estate and seniors housing. Since its founding in 2011, LQC Partners has acquired over 40 properties through acquisitions of mortgages and fee simple real estate. Prior to forming LQC Partners, Mr. Boswell directed debt and equity investing for PostAcute Partners, where he helped build a de novo portfolio of specialty hospitals and long term care facilities. Prior to joining PostAcute Partners, Mr. Boswell spent four years building the structured lending/distressed debt program at CareVentures, part of the Strauss Family Office, which focused primarily on ... (view full description)

Richard Brace

Director of Research
AEW Capital Management

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

Peter Braffman

Managing Director
GCM Grosvenor

Mr. Braffman is a member of the Private Markets Investment Committee. He leads the real estate investment practice and is responsible for real estate sourcing and underwriting activities. Prior to joining GCM Grosvenor, Mr. Braffman was a Partner in the Customized Fund Investment Group of Credit Suisse Group AG. Previously, he was a Senior Vice President at Zurich Alternative Asset Management, where he was responsible for sourcing, underwriting and executing U.S.-based real estate investments. Prior to joining Zurich Alternative, Mr. Braffman was a Vice President in the Merger and Strategic Advisory Group at Goldman Sachs, where he advised corporate clients on structured real estate valuatio ... (view full description)

Gregory Breskin

Managing Director
StoneBeck Capital LLC

Gregory Breskin, Managing Director, is a principal and member of the investment committee of StoneBeck Capital LLC, providing high-yield financing for commercial real estate, including stretch senior, mezzanine loans and preferred equity. StoneBeck invests in a wide range of property types throughout the U.S., with expertise in designing bespoke solutions for sponsors. He had previously been a member of the Brookfield Asset Management high yield debt business and was one of the senior members of the team that built and managed Ocwen Financial Corporation’s commercial real estate investment platform and distressed debt businesses, acquiring over $4 billion in sub- and non-performing debt ... (view full description)

Tommy Brown

Partner
LGT Capital Partners

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

Marshall Brozost

Partner
Schulte Roth & Zabel LLP

Marshall S. Brozost is a partner at Schulte Roth & Zabel, where his practice deals with all aspects of commercial real estate, including purchases and sales, formation of joint ventures, real estate fund formation, mortgage and mezzanine financing, REIT structuring, workouts and leasing. His clients include a wide variety of real estate private equity funds, investment advisors, domestic and foreign institutional investors, lenders and developers. Recognized by The Legal 500 United States as a top real estate practitioner, Marshall was profiled in Schulte Roth & Zabels RE Group Celebrates Landmark Year in the New York Real Estate Journal. He serves as director of NASDAQ-listed bus ... (view full description)

Chad Buchanan

Chief Investment Officer
Tryko Partners

Tryko Partners’ Chad Buchanan, chief investment officer, manages the private equity real estate group’s investment portfolio as well as capital relationships with both lenders and investors. He holds responsibility for underwriting and structuring individual transactions, and he supervises the firm’s growing team of analysts and financial asset managers. His efforts have helped Tryko Partners significantly expand both its multifamily and skilled nursing holdings. Marking his accomplishments, Commercial Property Executive named him among its 2013 “Stars to Watch.” Prior to joining Tryko Partners, during his first nine years in real estate, Buchanan completed $5.2B in debt and equity transacti ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

David is Managing Partner of Argosy Real Estate Partners, a real estate fund management firm.   Mr. Butler, based in San Francisco, is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations.  He is a member of the firm’s Investment Committee and Management Committee.. Argosy specializes in opportunistic, value-add and core-plus real estate investments. Through joint venture structures, Argosy partners with operating partners possessing significant local market knowledge and a demonstrated track record of success. Argosy Real Estate Partners currently has over $1 billion of gross real ... (view full description)

Josh Carper

Executive Director, Finance
Greystar Real Estate Partners

Josh Carper is executive director for Greystar, where he is responsible for the oversight of the company’s debt capital markets functions, transaction structuring, and the financial reporting and management of the company’s domestic and international portfolio assets. Additionally, Josh oversees the legal functions of the Greystar combined investment management platform, as well as a many of the company’s accounting functions. Josh has been active in the multifamily industry since joining Greystar in 2003. Prior to that, Josh worked in the auditing group at KPMG, LLP, with clients in the financial services, non-profit, and real estate sectors. Josh holds a degree in professional accounting f ... (view full description)

Peter Casey

Director
Interstate Equities

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

Michael Cohen

Director of Advisory Services
CoStar Portfolio Strategy

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

Richard Cohen

Managing Director
GTIS Partners

Richard Cohen is a Managing Director, Head of US Capital Markets of GTIS, and a member of the firms Investment Committee. He is responsible for developing relationships with institutional investors on behalf of the firm. Prior to joining GTIS, Mr. Cohen was an Executive Director at Morgan Stanley Real Estate, responsible for new business development and investor relations. Prior to joining Morgan Stanley Real Estate, from 1999 to 2006 Mr. Cohen served in a similar capacity for ING Clarion, a global real estate investment manager, where he was Senior Vice President of marketing and client relations. Before joining ING Clarion in 1999, Mr. Cohen held positions in marketing and investor relatio ... (view full description)

Mark Consoli

CFO & COO
Metropolitan Properties of America

Mr. Consoli serves as Chief Financial Officer and Chief Operating Officer at Metropolitan Properties of America, a Boston based real estate investment and operating company. He has been active in the real estate industry for over 25 years serving in various roles in accounting, finance and operations in multiple asset classes including multifamily, office, retail and hotels. Previously, Mr. Consoli was the Chief Financial Officer of The Simon Konover Company, a privately held diversified real estate owner / operator. He also previously served as Chief Financial Officer of The Davis Companies, a Boston based real estate investment firm. Prior to that, Mr. Consoli was the Chief Operating O ... (view full description)

Tom Constantine

Executive Vice President & Chief Credit Officer
BofI Federal Bank

Thomas Constantine joined BofI Federal Bank in August 2010, as Chief Credit Officer. Previously, he was a senior examiner with the Office of Thrift Supervision (OTS), serving his second stint with the agency. Mr. Constantine first joined the OTS in 1989, during the Savings and Loan crisis, and has over 30 years of experience in the banking and financial services industries. Prior to his return to the OTS in 2003, Mr. Constantine worked as a commercial real estate loan officer for George Elkins Mortgage Banking Company and as an executive officer at First Bank of Beverly Hills, where he assumed positions of increasing responsibility, including Portfolio Manager, Chief Lending Officer, and fin ... (view full description)

Frederick Cooper

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

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll Brothers, Inc. Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 19 ... (view full description)

W. Michael Crawford

Partner
Eaton Partners, LLC

Michael leads the real estate fundraising team and focuses on several of the private equity and real asset strategies at Eaton Partners. He has over 28 years of experience in alternative investments. Prior to joining Eaton Partners, he was a principal in the Private Capital Markets Group at Robertson Stephens where his industry coverage included public real estate and healthcare companies, specifically raising private equity capital for public REITs and private investments in public equities (PIPES). Previously, he worked as a Vice President, Institutional Equities at Paine Webber. He began his career at Cabot, Cabot & Forbes in Boston, where he was responsible for business development o ... (view full description)

Christian Dalzell

Chief Originations Officer
Starwood Property Trust

Christian Dalzell is a Managing Director and Chief Originations Officer of SPT Management, the external entity that manages Starwood Property Trust (NYSE: STWD), an affiliate of Starwood Capital Group that is the largest commercial mortgage REIT in the U.S. In this position, Mr. Dalzell is responsible for Starwood Property Trust’s national originations, including senior debt, mezzanine and preferred equity investments. Prior to assuming this role in 2014, Mr. Dalzell served as the Global Head of Capital Markets for Starwood Capital Group. In this role, Mr. Dalzell was responsible for all debt capital market activities globally for the Firm’s funds and Starwood Property Trust. He ... (view full description)

Michael Dombai

Managing Director
Cortland Part of Alter Domus Group

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

Courtney Donnelly

Partner
Spruceview Capital Partners

Courtney is responsible for building and managing infrastructure and real estate portfolios. She has 18 years of institutional investment management and financial institution experience. Prior to joining Spruceview, she was a Vice President in JPMorgan’s Retirement Plan Investment Group, where she led the build-out of the $1.3 billion real assets portfolio. She was also responsible for due diligence and the introduction of infrastructure funds into the Plan. Earlier in her tenure with the group, she worked closely with the public equity and then the private equity investment teams. Courtney began her financial institution experience at Founders Asset Management.

Dr. Mark Dotzour

Real Estate Economist
College Station, Texas

Dr. Mark G. Dotzour (pronounced Dot sir) is the Chief Economist and Director of Research for the Real Estate Center at Texas A&M University in College Station, Texas. He earned his Ph.D. in the Department of Finance at the University of Texas at Austin in 1987 and served as Associate Professor of Real Estate and Finance at Wichita State University for 10 years. As Chief Economist, he is currently doing market research to monitor how global and national trends are likely to impact residential and commercial real estate markets.Prior to his academic career, he was president of Gleneagles Development, Inc., developing residential subdivisions in Wichita, Kansas. He also served a ... (view full description)

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

Adam joined RCLCO in the mid-1990s as an associate directly after graduate school and learned the trade with the firm. He is a recognized expert in economic development, market and financial analysis; positioning, repositioning, and marketing of real estate assets; consumer research; and corporate strategy development. He has particular depth of expertise in high-density housing, retail/entertainment and hotel development. Area of specialization include  Investment Strategy Development, Sub-Market Selection, Investment Underwriting, Portfolio Analysis, Partner Selection, and Corporate Strategy Planning. Adam directs the Urban Real Estate Advisory Group at RCLCO, which is distingu ... (view full description)

Marc Ehrlich

CIO
Rose Associates

Marc Ehrlich serves as Chief Investment Officer for Rose Associates.  Marc brings to this role over 20 years of experience in real estate development, operations, investments and tax structures.  As Chief Investment Officer, he has overall responsibility for the pursuit and execution of all acquisition and development projects, along with the asset management of the existing Rose Associates portfolio.  Marc also oversees all aspects of the financing and joint ventures for new and existing investments and developments.  With his diverse and extensive experience, Marc is uniquely positioned to bring a holistic approach to Rose Associates’ initiatives in these areas ... (view full description)

Brent Elkins

Managing Director
BlackRock

David Eyzenberg

Principal – Debt, Joint Venture & Structured Capital
Avison Young

David Eyzenberg is a Principal in the New York office, where he is the US lead for a team responsible for the origination and execution of real estate investment banking transactions.  His primary focus is assisting owners, developers and operators to efficiently access capital from the institutional investor universe.   Core competencies include structuring joint venture equity, mezzanine debt/preferred equity and debt transactions for existing or to be built real estate projects.  Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases.  Complementing his professional endeavors, Mr. Eyzenberg teaches grad ... (view full description)

Glenn Ezard

Senior Consultant
Segal Rogerscasey

Expertise Mr. Ezard joined Segal Advisors’ Los Angeles office as a Senior Consultant in 2003. He is responsible for client service in the West Region and works in our Los Angeles office. In his investment consulting role, Mr. Ezard assists clients with asset allocation, investment policy, and portfolio construction across all asset classes and investment strategies. Professional Background Mr. Ezard has more than 20 years experience in the financial industry. He has had direct portfolio management experience in both fixed income and equity securities, and began his career as a securities analyst with J.P. Morgan. Mr. Ezard is a frequent speaker at financial industry conference ... (view full description)

Mark Fawer

Partner
Arent Fox LLP

Mark Fawer is a partner in the Real Estate group, where he focuses on matters including the representation of real estate developers, funds, REITs, CDOs, investors, and lenders in the acquisition, financing, development, refinancing, recapitalizing and sale of single-asset and portfolios of multifamily, retail, industrial, office, and hotel properties and the origination, purchase, disposition and restructuring of senior and mezzanine real estate and corporate loans and loan participation interests.

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

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

Howard Fife

Principal
Westport Capital Partners, LLC

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

Peter Fish

Managing Director, lnvestment Banking
Raymond James & Associates, Inc.

Mr. Fish joined Raymond James & Associates' real estate investment banking group in February of 2014 to lead the team's private placement efforts. In this capacity he advises public and private real estate companies facing growth challenges involving capital formation, and delivers solutions including separate accounts, closed end funds, family office syndications, programmatic joint ventures, and entity level investments. Prior to joining Raymond James, Mr. Fish worked as a private equity placement agent at Fortress Group, Inc. as head of the real estate group. He has spent the majority of his career in real estate private equity investments and investment banking, and he has directly m ... (view full description)

Chris Fraley

CIO
RealtyMogul

Chris Fraley is the Chief Investment Officer for RealtyMogul and a member of RealtyMogul’s Investment and Executive Committee.    Mr. Fraley has over 20 years of experience in commercial real estate finance, specializing in complex joint venture equity investments; first at Rockwood Capital and later at a company he founded called Evolve. Since Mr. Fraley started as CIO in June 2017, RealtyMogul has closed investments in over $300M of assets in joint venture, debt and preferred equity. Mr. Fraley started Evolve in 2013, focusing on co-general partnership opportunities and has structured transactions totaling $400M in cost.  Prior to star ... (view full description)

Alexander Fraser

Managing Director & Partner
GI Partners

Mr. Fraser is a Managing Director of GI Partners. His investing efforts are focused in the data center, real estate and healthcare sectors. He currently serves on the board of Advoserv and oversees the investment activities of TechCore and DataCore, core managed accounts focused on technology-advantaged real estate. Mr. Fraser previously served on the boards of Sunset Gower Studios, The Telx Group, Plum Healthcare Group, FlatIron Crossing, STAG Industrial (NYSE: STAG), and Waypoint. Before GI Partners, Mr. Fraser worked as a Vice President in JP Morgan's Real Estate, Gaming and Lodging Investment Banking Group in New York and London, where he advised REITs, REOCs and real estate oppor ... (view full description)

J. Michael Fried

Founder and CEO
Phoenix Realty Group, LLC

J. Michael Fried Founder and CEO Phoenix Realty Group J. Michael Fried is the Founder and CEO of Phoenix Realty Group (PRG) overseeing the firm's new business development, strategic planning and overall company operations. Mr. Fried also chairs the PRG Investment Committee. Prior to forming Phoenix Realty Group in 1999, Mr. Fried was the founder and CEO of Related Capital Company and CharterMac (now Centerline Holiding Company (AMEX:CHC)). During his tenure with CharterMac, he oversaw the growth of the firm into one of the nation’s leading real estate financial services firms. Before joining CharterMac in 1979, Mr. Fried was an attorney with Proskauer Rose in New York City. He has served ... (view full description)

Joyce Frost

Partner
Riverside Risk Advisors LLC

Joyce Frost is partner and co-founder of Riverside Risk Advisors, an independent derivatives advisory firm in New York City. Her clients include private equity, real estate, corporate and specialty finance companies. She has over 25 years of experience in the derivatives markets, including interest rates, foreign currencies and equity. Prior to founding Riverside in 2009, Joyce was a Senior Vice President of Cournot Capital Inc, a CDPC and highly successful seller of credit protection sponsored by Morgan Stanley. In her capacity, Joyce assisted in ramping up a portfolio of over $25 billion in swap notional, securing triple AAA credit ratings from three agencies, issuing $250 mill ... (view full description)

Danny Fung

Associate Director
JCRA Financial LLC

Danny Fung is the head of the North American Real Estate Advisory team. He works on structuring hedging solutions for clients covering a broad range of asset classes including: interest rate, foreign exchange, and commodities. Danny has also advised and executed transactions with an annual notional value of over $20 billion for clients across various sectors including Private Equity, Corporates, Project Finance, and PPPs. Danny joined JCRA in 2011 from Deutsche Bank where he worked on the Interest Rate Swaps trading desk. In addition to his professional duties, Danny has been a guest lecturer on derivatives at NYU’s Schack Institute of Real Estate and has written articles on interest rate ... (view full description)

Edward Garcia

nior Portfolio Manager-Alternative Investments, Private
Russell Investments

Mr. Garcia is a portfolio manager for Russell’s real estate group responsible for developing, implementing, and monitoring investment strategies for discretionary client real estate portfolios and in-house funds-of funds. His duties are focused on strategic planning, investment evaluation and selection, and portfolio monitoring of private equity real estate funds throughout the US, Latin America, Asia, and Europe. Mr. Garcia has over 27 years of real estate experience involving many facets of the business including financial reporting, tax, joint venture structuring, asset management, and investment evaluation. Mr. Garcia joined Russell in 1995 as a research analyst and has advised on ov ... (view full description)

Spencer Garfield

Managing Director
Fortress Investment Group

Spencer Garfield is a Managing Director at Fortress Investment Group LLC in the Credit and Real Estate business. Mr. Garfield is responsible for real estate debt originations and acquisitions, equity investing and forming strategic relationships with real estate related companies.  Prior to joining Fortress, Mr. Garfield spent 12 years with Hudson Realty Capital LLC as a Managing Director responsible for loan originations, equity investments, business development and building and maintaining real estate industry relations. Mr. Garfield received his B.S. from the University of Colorado, his Masters Degree in Real Estate Finance and Investment from New York University and was an adjunct p ... (view full description)

Gerald Garrett

Trustee
Oklahoma Firefighters Pension & Retirement System

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

Randy Giraldo

Managing Director - Portfolio Management
TH Real Estate

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

Greg Gleason

Managing Partner
Corigin Real Estate

Mr. Gleason is the Director of Finance at Corigin and is responsible for evaluating Corigin’s investment transactions, designing capital structures, and sourcing financing. Prior to joining Corigin, Mr. Gleason held various positions at DLJ Real Estate Capital Partners (“DLJ”), a $4 billion global real estate private equity manager. At DLJ, Mr. Gleason was responsible for opportunistic real estate acquisitions and asset management. Prior to DLJ, Mr. Gleason was an associate of Deutsche Bank Berkshire Mortgage in their special asset management department, where he specialized in commercial loan restructurings, loan resolution, and REO portfolio. Mr. Gleason graduated from Emory Universi ... (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)

Jason Grossman

Managing Director
Berkshire Group

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Tony has a broad range of experience in his over 25 years in the capital markets and financial services industry. His experience includes investment banking, institutional fixed income sales, investment product development, advising high net worth clients and senior leadership positions. Prior to joining CLA Tony served as a Vice President at John G. Kinnard and Company and Nuveen investments. Tony joined CLA in 2001 helping lead, build, and develop the wealth management service for the firm. Today Tony focuses his time developing boutique private investment solutions and serving the most sophisticated and affluent clients of the firm. One differentiator that our clients like in ... (view full description)

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company



Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Director of Private Investments for the $5.3 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.

Mr. Harshbarger received a B.A. from the University of Virginia where he was an Echols Scholar and a M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill where he was a Richard H. Jenrette Fellow.

 

Christopher Hartung

Director
Lazard Asset Management

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate team. He began working in the investment field in 1990. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Rea ... (view full description)

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

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

Jilliene Helman

Chief Executive Officer
RealtyMogul

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

Katherine Hill Ritchie

CEO
PEX Global, Inc

Ms. Hill Ritchie is CEO of PEX Global (founded by the Unifund Family Office). She joined PEX in 2013 to grow the company, increase deal flow and launch a direct deal, co-investment and secondaries online platform. Katherine has worked for billionaire families in the US, Europe and the Middle East. These positions afforded her access to some of the most elite family offices in the world for deal flow and collaboration. Her previous work history includes investment consulting work with Palladio Alternative Research SA and Private Capital Consulting in Switzerland. She was a Senior Analyst and a member of the Investment Committee for the family office Saad Financial Services in Geneva, where sh ... (view full description)

Kim Hourihan

Senior Managing Director
CBRE Global Investors

Kimberly Hourihan, who joined CBRE Global Investors in 2007, is a Senior Managing Director and the Portfolio Manager for CBRE U.S. Core Partners, LP. Ms. Hourihan ... (view full description)

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Robert J. Ivanhoe is Chair of the 300+ lawyer Global Real Estate Practice and Co-Chair of the REIT Practice at Greenberg Traurig. He concentrates his practice in sophisticated real estate structures, financings, workouts, restructurings, acquisitions and dispositions of all asset classes of real estate. Robert is actively involved in real estate industry current affairs and is regularly asked to write and lecture on industry topics. Robert has been recognized by Chambers and Partners USA, The New York Observer and Real Estate New York as one of the leading real estate attorneys in New York City and throughout the United States. He has represented numerous nationally-recognized ow ... (view full description)

Steve Jasa

CFO-Investment Management Group
The Wolff Company

Steve Jasa is the Chief Financial Officer - Investment Management Group of The Wolff Company. In this capacity, he oversees all financial policies and procedures associated with the company’s six real estate private equity funds, which encompass more than $2.2 Billion of discretionary equity capital across more than 20,000 multifamily units (acquisition, development and credit investments). With more than 22 years of real estate finance and investment management experience, Steve is responsible for all fund-related accounting, operations, compliance, analytics, treasury management, and investor reporting functions across The Wolff Company funds. Prior to joining The Wolff Company ... (view full description)

Danita Johnson

Vice President-Global Private Equity Real Estate
Franklin Templeton Investments

Danita Johnson is a member of the real assets investment team at Franklin Templeton Investments where she is involved in sourcing, underwriting and monitoring global private real asset investment vehicles. Additionally, she serves as an Assistant Portfolio Manager for several separate accounts and funds, including two emerging manager focused programs. Prior to joining Franklin Templeton, Ms. Johnson was an Investment Officer with the NYC Comptroller's Office where she assisted with the oversight of the NYC Retirement Systems' private equity real estate portfolio. In addition, she previously worked with Prudential Financial in the Equity Research Group where she was involved with the ... (view full description)

Tim Johnson

Managing Director
The Blackstone Group

Timothy Johnson is a Managing Director of Blackstone Real Estate Debt Strategies and is based in New York. Mr. Johnson is involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies. Before joining Blackstone in 2011, Mr. Johnson was a co-founder of BroadPeak Funding, a boutique commercial real estate finance company based in Los Angeles. Prior to founding BroadPeak, Mr. Johnson was a Vice President in the Lehman Brothers Global Commercial Real Estate Group where he worked from 2002-2008. While at Lehman his responsibilities included sourcing, structuring, underwriting and executing large structured finance transactions as well a ... (view full description)

Claiborne Johnston

Managing Director
Invesco Real Estate

Mr. Johnston is a Managing Director with Invesco Real Estate based in New York. Mr. Johnston is responsible for management of the firms North American client and funds management activities. He is a member of the firms North American Executive Committee and Invesco Structured Investments Operating Committee. Prior to joining Invesco, Mr. Johnston was a Managing Director at Morgan Stanley where he was responsible for real estate private equity capital formation, real estate company recapitalizations and coverage of real estate investment managers and global capital sources for a variety of investment management and investment banking activities. In addition to these institution ... (view full description)

Paul Kang

President & CIO
Alta Companies

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

Ronald Kaplan

Partner, Commercial Real Estate Industry Practice Leader
CohnReznick LLP

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

Richard Kaufman

Founder and President
City-Core Development, Inc.

Richard H. Kaufman is the founder and President of City-Core Development, Inc. and has been investing in innovative real estate projects including office, hospitality, housing, and retail throughout the western United States since 1991. His mixed-use projects include the adaptive reuse of the Best Foods Mayonnaise Facility and the historic Gallo Salami Factory. Both projects were abandoned food facilities converted into commercial, housing, and retail space. During his tenure at City-Core, Mr. Kaufman formed Mariposa Management Company, Inc., which he co-founded in 1995 and grew in connection with the companys development of the Hunters Point Naval Shipyard in San Francisco. In 2007, he b ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

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

Lisa Knee

Partner
EisnerAmper LLP

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

Ran Korolik

Executive Vice President and Partner
Victor Group

Ran Korolik is Executive Vice President and Partner of Victor Group. Ran oversees every aspect of Victor Group’s operations, including property acquisitions, selection of design teams, project financing, and marketing, alongside Moshe Shuster. During his tenure with Victor Group, Ran has managed the development of more than 1,000 residential condominiums, hundreds of single-family homes, and several hundred thousand square feet of office and retail properties. Ran began his twenty-year career with Victor Group while attending New York University. After graduating in 1994, he became the Controller and then quickly moved up the company ladder. By 2001, he had assumed responsibility for mana ... (view full description)

Daniel Kwon

Partner
Apollo Global Management LLC

Mr. Kwon is a Partner in Apollo’s real estate private equity business. Prior to joining Apollo, he was a Vice President at Starwood Capital Group where he was responsible for the sourcing and execution of real estate and corporate investments across the lodging sector. Previously, Mr. Kwon was an investment professional at Tenex Capital Management, a mid market distressed buyout firm. Before that, he worked at GSO Capital and Morgan Stanley. Mr Kwon graduated from MIT with a dual BS degree in electrical engineering and management science. He is a member of the Urban Land Institute and AHLA Hospitality Investment Roundtable and serves on the Board of Directors of Inspire Communities.
 

Nancy Lashine

Founder & Managing Partner of Park Madison Partners
Park Madison Partners

Ms. Lashine is a Managing Partner and Founder of Park Madison Partners. She has 28 years of real estate experience, providing placement and strategic consulting services both as principal and agent. She has been directly involved in the formation of investment products across the equity and debt markets and along the risk-return spectrum from core funds to opportunity funds. As a strategic consultant, Ms. Lashine has advised leading institutional real estate investment advisors and managers on product development and expansion, the implementation of institutional marketing initiatives, and organization of professional teams. Ms. Lashine earned her MBA at Columbia University Graduate School ... (view full description)

Doug Lee

Managing Director and Head of Capital Market
ExcelCore

Mr. Lee has more than 25 years of experience in real estate, finance, and private equity. Prior to jointly forming Excel Core, Mr. Lee served as a Managing Director, Head of Capital Markets and Member of the Investment Committee for Metropolitan Real Estate, a $2.8 billion investment management firm. In this role, Mr. Lee was responsible for all client facing functions within the firm, including sales and marketing, business development and investor relations. Prior to joining Metropolitan, Mr. Lee was a Managing Director and Head of the Real Estate Private Equity Fundraising Group at UBS. In this capacity, he was responsible for the origination and execution of private capital raising assi ... (view full description)

Kye Joon Lee

Managing Director, Head of Asia
Clarion Partners

Kye Joon (KJ) Lee is an equity owner and Managing Director as well as the Head of Asia at Clarion Partners, based in New York. Spearheading Clarion's efforts in Asia, KJ oversees direct and indirect institutional investments from Asia into the Americas. He is also a Portfolio Manager for a client separate account, managing assets of a large, Asian sovereign wealth fund. KJ has more than 20 years of real estate experience and has been active in both Asian and US markets with roles in development, acquisitions, and advisory services. With significant knowledge of both private real estate and cross‐border investments, he is a frequent speaker and contributor for industry and media groups. KJ jo ... (view full description)

Brad Lenox

Partner
Morris, Manning & Martin, LLP

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

Adam Lesnick

Counsel
Seward & Kissel LLP

Adam Lesnick is Counsel in the Seward & Kissel’s Real Estate Department. Mr. Lesnick focuses his practice on the establishment and ongoing management of a variety of real estate private investment funds. He also assists such funds and other institutional investors in the purchase, sale and financing of real estate and real estate-related assets. Mr. Lesnick joined Seward & Kissel in 1998. Mr. Lesnick’s experience with fund formations includes representing real estate funds, fund of funds, joint ventures and other investment vehicles in all aspects of their formation and ongoing operations, including advising fund sponsors and managers with respect to organizational, operational and c ... (view full description)

Leo Leyva

Co-Chair of Litigation Dept. & Real Estate Special Op. Group
Cole Schotz, PC

Leo Leyva is Co-chair of both the Litigation Department and the Real Estate Special Opportunities Group in the New Jersey and New York offices. He focuses on complex commercial litigation and corporate reorganization, as well as real estate and construction-related services. Since joining the firm in 1989, Leo has represented clients in real estate litigation, corporate dissolution and shareholder oppression actions, contract claims, construction performance and payment disputes, and director and officer liability matters. Leo also represents private equity and real estate opportunity funds in connection with the acquisition of distressed properties and debt, foreclosures, and ba ... (view full description)

Reid Liffmann

Managing Director
Angelo, Gordon & Co.

Reid Liffmann joined Angelo, Gordons real estate group in 2010. He assists in the oversight and management of the real estate investments in the U.S. and Europe, and is co-portfolio manager with Adam Schwartz of the U.S. opportunistic and core plus real estate funds. Reid has over 20 years of direct real estate ownership and operating experience with a focus on development, redevelopment and asset repositioning. Formerly, Reid was a partner with Greenebaum & Rose Associates, a real estate development and investment firm focusing on the mid-Atlantic. Reid was previously one of Angelo Gordons operating partners and completed several real estate transactions with the firm. Reid began his ... (view full description)

Jonathan Litt

Founder & CEO
Land and Buildings Investment Management, LLC

Jonathan Litt is the Founder and CEO of Land & Buildings, a long/short fund that actively invests in global real estate and real estate related equities. The fund seeks to take advantage of market inefficiencies by leveraging Mr. Litt’s 21 years of experience across the real estate space as a global real estate strategist and an investor in both public real estate securities and direct property. Mr. Litt had been recognized as a leading analyst since 1995, achieving prestigious Institutional Investor Magazine #1 ranking for 8 years, and can often be seen on CNBC, or quoted in the Wall Street Journal and other industry publications.

Peter Locke

Principal
Spectrum Group Management, LLC

Peter Locke has 20 years of broad experience in analyzing, structuring and executing complex transactions. Prior to joining Spectrum in 2005, Mr. Locke spent six years at Blackacre Capital Management, LLC, the real estate arm of Cerberus Capital, a $20 billion hedge fund. At Blackacre, Mr. Locke invested directly and indirectly in real estate equity, debt and operating businesses. Prior to joining Blackacre, Mr. Locke spent five years with Credit Suisse First Boston in its Real Estate Products Group/Principal Transaction Group where he was a Vice President. At CSFB, Mr. Locke was responsible for identifying, underwriting, structuring and negotiating floating, fixed, and mezzanine loans, forw ... (view full description)

David Lynn

CEO
Everest Healthcare Properties, LLC

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

Bill Maher

Managing Director
LaSalle Investment Management

William Maher is the Director of North American Investment Strategy for LaSalle Investment Management, Inc. Based in Baltimore, Mr. Maher develops real estate investment strategies for pension funds and other institutional clients and provides research and strategic advice to LaSalle’s Baltimore-based Real Estate Securities group. He serves on LaSalle’s North American Investment Committee, which oversees investments in Canada, Mexico and the U.S. Mr. Maher received a Masters degree in Urban Planning from Harvard University’s Kennedy School of Government and B.A. in Economics from Williams College. He is active in numerous industry organizations including the Real Estate Roundtable, PREA, U ... (view full description)

Henry Manoucheri

Chairman & CEO
Universe Holdings

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

Jason Maxwell

General Counsel
Hines Advisors Limited Partnership

Jason Maxwell is the General Counsel for Hines Advisors LP in Houston, Texas. He served as sole in-house attorney at the firm for six years until the recent expansion of the legal function, and he serves the legal needs of Hines' largest private and its public funds: the US Core Office Fund, Hines REIT, Hines Global REIT and Hines Global REIT II. Since his arrival in June 2006, he has led the legal negotiation and successful acquisition or disposition of 100 Class A office, office-flex, logistics, retail and other real estate assets with an aggregate purchase price of nearly $14 billion. He has extensive experience structuring and negotiating real estate acquisitions and dispositions (inc ... (view full description)

Diane McCabe

Partner
Goodwin Procter LLP

Diane McCabe, a partner in Goodwin Procter’s nationally recognized Real Estate Capital Markets Group, is a member of the firm’s Real Estate Investment Management, Real Estate Finance and Hospitality & Leisure Practices. Ms. McCabe advises on a variety of commercial real estate transactions, including complex debt and equity investments and restructurings; mezzanine, construction and permanent financings; and debt purchases; acquisitions and sales across various property types, including office, retail, hospitality, self-storage, multi-family apartments, senior housing facilities and condominiums. She has been actively involved in highly structured finance transactions, including CMBS, an ... (view full description)

Richard McCready

President
The Davis Companies

As President, Rick McCready oversees management of all aspects of the The Davis Companies (TDC) operations, plays a leading role in setting firm-wide strategy, chairs TDC Executive Committee, and serves on the Fund’s Investment Committee. Prior to joining TDC, Rick was the founder of Hummock Pond Capital Strategies, a real estate consulting and advisory firm that assisted real estate-related funds and businesses with operations, capital raising and strategic planning. Most notably, while at Hummock Pond, Rick provided advisory services to and continues to serve as an independent Board Member and Audit Committee Chairman of the Versus Global Multi-Manager Real Estate Income Fund, which provid ... (view full description)

Ellen McGinnis

Partner
Haynes and Boone, LLP

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

Desmond McGowan

Chief Financial Officer
True North Management Group, LLC

Aaron Mesmer

Principal-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 ... (view full description)

Jordan Metzger

Member
Cole Schotz, PC

Jordan Metzger is a member of the firm’s Real Estate, Real Estate Special Opportunities, Corporate and Restaurant & Hospitality Departments.  Jordan’s practice focuses on structuring, negotiating and closing the acquisition, joint venture, financing, leasing and disposition of the full range of commercial real estate assets, including distressed debt and equity transactions.  Jordan represents purchasers and sellers in commercial real estate debt and equity acquisitions and dispositions; borrowers and institutional and non-institutional lenders in securitized and balance sheet financing transactions (including acquisition, ... (view full description)

Daniel Michaels

Managing Director
Stockdale Capital Partners

Shawn Miller

CEO
5 Arch

Shawn Miller currently serves as the Chairman and Chief Executive Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, he served as the CEO of Arch Bay Capital, and the CEO of 3 Arch Financial Services. He also co­founded the law firm of Miller & Clark, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles ­based bankruptcy firm. Mr. Miller earned his J.D. from Southwestern University School of Law, his M.A. in International Affairs from American University, and his B.A. in History and Political Science from University of California, San Diego, and clerked for Chief Judge Ashland of the Central District of ... (view full description)

Jon-Paul Momsen

VP & Senior Managing Director
Harbert Management Corporation

Mr. Momsen is a Vice President and Senior Managing Director, managing the U.S. Real Estate platform at HMC.   Mr. Momsen joined HMC in 2008 as a Managing Director to open HMC’s San Francisco, California office. Prior to joining HMC, Mr. Momsen worked at Deutsche Bank, where he served as Director and Head of the West Coast for the RREEF Real Estate Opportunity Fund Group. Before that, Mr. Momsen was with Deutsche Bank as a Vice President in the Real Estate Private Equity Group in New York. Prior to Deutsche Bank, Mr. Momsen was with Bankers Trust Company in the Real Estate Investment Banking Group.   Mr. Momsen graduated with a Bachelor of Science in Finance from the W ... (view full description)

Thomas Moran

Principal
Atalaya Capital Management LP

Jonathan Needle

Chief Legal Officer
Houston Firefighters' Relief and Retirement Fund

Mr. Needle's duties as Chief Legal Officer at HFRRF include legal issues involved in every part of the Fund's structure and operations. These duties range from advising the HFRRF board on benefits eligibility determinations to analyzing and negotiating complex investment arrangements such as HFRRF involvement in private equity partnerships, drafting and advancing legislation and performing many of the varied duties a chief legal officer or general counsel for a small corporation would perform. Mr. Needle is also in charge of assigning and managing outside counsel when needed. Prior to assuming his duties with HFRRF in the fall of 2000, Mr. Needle was Associate General Counsel and then Dep ... (view full description)

Tom Nowak

Managing Director
Bank of America Merrill Lynch

Thomas (Tom) Nowak is a Managing Director in Bank of America Merrill Lynch's market-leading Real Estate Syndicated Finance business. In this capacity he is responsible for leading the structuring, syndicate, distribution and execution of broadly syndicated debt facilities for primarily real estate focused clients. Clients include opportunity funds, public pension funds and institutionally-sponsored entities as well as REITs, REOCs, specialty-finance REITs, lodging companies and nationalhomebuilders. In total, the Firm counts over 1500 companies in North America and Europe among its Real Estate clients. Mr. Nowak has 18 years of real estate finance experience in ... (view full description)

Douglas O'Donnell

CEO
The O'Donnell Group, Inc.

Douglas O’Donnell started The O’Donnell Group, Inc. and O’Donnell Management Company an industrial development company and property management company, respectively. He is the CEO of both. He has successfully overseen the acquisition and development of over 10,000,000 square feet of industrial and office properties totaling over $700,000,000. Doug has an undergraduate degree in International Relations, a Master’s of Business Administration and a Master’s in Real Estate Development from the University of Southern California. He also has a graduate AMPD degree from Harvard University. Doug is on the Board of Directors for the UCI Center For Real Estate, The Lusk Center for Real Estate De ... (view full description)

Rudy Orman

Head of Sales
Promontory MortgagePath

Rudy Orman is Head of Sales for Promontory MortgagePath, focusing on fulfillment.  Promontory Fulfillment Services provides licensed mortgage origination services efficiently and cost-effectively. We make the investment in compliance, technology and human resources in this highly-regulated and competitive market – and you get the benefits.

Rudy Orman
Head of Sales
Promontory MortgagePath LLC
Direct: 813-632-0614
Mobile: 813-415-1362
rorman@mortgagefulfillment.com


Rudy's prior employers were Carrington Mortgage Holdings, Marathon Asset Management and Goldman Sachs. 

Dana Ostenson

Senior Vice President
CMR Capital Group

Dana A. Ostenson Has more than 30 years of real estate, finance and legal experience. Presently he serves as Senior Vice President of CMR, Henry Groups US joint venture acquisition arm. Previously he has served as, Portfolio Manager at Citizens Business Bank, a New York Stock Exchange traded commercial bank. He served as Executive Vice President and Principal of Barker Pacific Group, Inc., a commercial real estate investment and development company. Mr. Ostenson served as Managing Director, Group Head of Johnson Capital's investment banking subsidiary where he advised public and private real estate companies on a broad range of real estate capital transactions including equity joint ventures ... (view full description)

Coburn Packard

Partner
Apollo Global Management

Mr. Packard joined Apollo in 2010 and is a Partner and oversees the investment activities for the U.S. Real Estate Private Equity Group.  Prior to joining Apollo, Mr. Packard led the investment activities of Ridgeline Capital Group, an independent real estate investment management company focused on investments to restructure and recapitalize real estate companies and properties in the United States.  Prior to co-founding Ridgeline in 2009, Mr. Packard was a Senior Vice President of Lehman Brothers Real Estate Partners, where he was focused on real estate private equity investing in the Americas.  Prior to joining Lehman Brothers Real Estate Partners in 1999, Mr. Packard was a member of Lehm ... (view full description)

David Palame

General Counsel
Colony Capital

David A. Palamé is Managing Director & Deputy General Counsel of Colony Capital, Inc. (NYSE: CLNY) and General Counsel & Secretary of Colony Credit Real Estate, Inc. (NYSE: CLNC). Based in the New York office, he has and will continue to be responsible for global legal matters, public and private capital formation, investment allocation, regulatory and compliance activities and other support for the Colony Capital and Colony Credit Real Estate businesses. Prior to joining Colony Capital in 2007, Mr. Palamé was an associate with the law firm of Sullivan & Cromwell LLP and served as a law clerk to the Honorable William J. Rea, United States District Court for the Centra ... (view full description)

Edward Pascual

Managing Director
Oak Pass Capital Management

Edward is a Managing Director at Oak Pass Capital Management (OPCM).  Currently, OPCM has $175 MM of commercial real estate assets under management and has realized $150 MM of assets since its inception in 2011.  From 2008 to 2010, Edward worked at Square Mile Capital Management, a $1.5 billion institutional commercial real estate private equity fund.  Prior to Square Mile, Edward worked from 2005 to 2008 at RBS Greenwich Capital, with a focus on the origination of commercial real estate mortgage, and higher leveraged mezzanine and preferred equity investments.  Edward has an MBA from Harvard Business School (2005) and a B.A. with honors in Economics from Harvard University (2000). Between h ... (view full description)

Sujan Patel

Founder and Managing Principal
Nantam Capital

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

Tarak Patolia

Chief Investment Officer
Sterling American Property Inc.

Tarak Patolia joined Sterling in 1994 and currently serves as the Chief Investment Officer. He has been involved in the negotiation, acquisition, asset management and disposition of over $3.8 billion of real estate and real estate related assets and with the formation of four of the five Sterling American Funds. Prior to Sterling, he was a technical analyst in New York and was a practicing architect and developer for companies he founded in his native India. Mr. Patolia has an MBA in finance from Pace University and a Bachelor's degree in Architecture from CEPT in Ahmedabad, India.

Justin Pattner

Co-Head, Real Estate Acquisitions, Americas
KKR - Kohlberg Kravis Roberts

Jonathan Peiper

Director
Sumitomo Mitsui Banking Corporation

Jonathan Peiper is a Director in Sumitomo Mitsui Banking Corporation's Institutional Real Estate Group - Americas Division. Mr. Peiper is currently involved in originating, structuring, arranging and executing on a portfolio of real estate and subscription secured credit facilities in excess of US$4 Billion globally, primarily as Lead Arranger and Bookrunner. Clients include private equity firms and fund managers in North America, Europe and Asia. Formerly, Mr. Peiper was a member of Sumitomo Mitsui's Public Finance Department where he focused on providing letters of credit, loans and bond purchases for municipalities, hospitals, not-for-profits, and public and private partnerships. Mr. P ... (view full description)

Matthew A Pestronk

President
Post Brothers

Matthew Pestronk is the President and Co-Founder of Post Brothers.  Following his early-career success as a commercial real estate finance executive, Matthew co-founded Post Brothers at the age of 29, and has grown the company into one of the most prolific real estate development and investment firms on the East Coast. Matthew and his wife, Carrie, reside in Gladwyne, Pa., with their two children: Max, 8, and Zac, 5. Matthew is a recognized leader both in his industry and his community, volunteering as a passionate youth sports coach and serving on the executive board of several charitable organizations, including Beat the Streets Philadelphia, the Philadelphia Holocaust Remembrance Foundati ... (view full description)

Matthew Posthuma

Partner
Ropes & Gray, LLP

Matt Posthuma is a partner in Ropes & Gray’s private investment funds group in Chicago who focuses on the formation of private investment funds and other transactions involving real estate companies, asset managers and financial institutions worldwide.   Matt handles open- and closed-end funds with a wide range of investment strategies, such as real estate (including core, value-added and opportunistic), private equity, infrastructure, debt, hedge, global and foreign country funds. He also has expertise in joint ventures, separate accounts, mergers and acquisitions, venture capital and other corporate and securities transactions.   Matt dedicates a significant por ... (view full description)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Sandy Presant, Chair of the Real Estate Fund Practice Group at Greenberg Traurig, LLP, focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, REITs, and their local partners and investors in the U.S. and internationally. He has over 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partn ... (view full description)

William Procida

President
Procida Funding & Advisors, LLC

William “Billy” Procida is president of Procida Funding & Advisors, based in Englewood Cliffs, N.J. The firm specializes in providing management and capital for both distressed and value-added situations and manages The 100 Mile Fund, the third fund Mr. Procida has formed. During his 30-year career, Mr. Procida has completed several billion dollars in projects as financier, developer, builder and restructuring advisor. From 2000 to 2008, Mr. Procida was the founding member and majority shareholder of Palisades Financial, which formed and managed two private equity funds. Palisades invested and managed over 100 positions including bridge loans and mezzanine loans. The firm’s loans and eq ... (view full description)

Scott Purcell

Founder, CEO
FundAmerica

Scott is the CEO of FundAmerica, which provides escrow, payment processing, AML, registered transfer agent and broker-dealer services to investment advisers, broker dealers, crowdfunding portals and others who make a business of technology driven fundraising pursuant to Titles II, III and IV of the JOBS Act. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”. He is the author of CFIRA’s position on “BD and Registered Portal Regulatory Mechanics” and has been an active editor and co-author of numerous other ind ... (view full description)

Norman Radow

CEO
The RADCO Companies

Normans vision in establishing RADCO in 1994 was borne out of a life-long passion to combine his love of real estate and people. I wanted to build a special company that would not only promote its own growth and create a unique, supportive work environment, but also make neighborhoods and peoples lives better, says Radow. We care about our people, our residents, our lenders and especially our investors.Normans first project was a redevelopment of a 53-story Atlanta hotel, office and condominium tower in distress, which later became the Four Seasons Hotel. It was this project that solidified his and RADCOs sterling reputation. Twenty years and dozens of successful projects later, RAD ... (view full description)

Scott Ross

President
ROSS Companies

Scott Ross is Founder and President of ROSS Companies, which is made up of ROSS Development & Investment, ROSS Management Services, and ROSS Renovation & Construction. ROSS Companies is a vertically-integrated multifamily real estate firm with a best-in-class track record in generating superior portfolio value through the acquisition, management, renovation and development of apartment communities throughout the Mid-Atlantic area. The company has proven expertise in overseeing all multifamily asset types ranging from new Class A luxury communities to Workforce Housing, and completing a wide variety of value-add rehabs from comprehensive redevelopments to cosmetic upgrades. Since its foundin ... (view full description)

Eric Rowen

Shareholder
Greenberg Traurig, LLP

Eric Rowen is the Co-Chair of the Real Estate Litigation Practice and the Chair of the Western Region Real Estate Litigation Group. He focuses his practice on litigation involving real estate, real estate financing, commercial real estate leasing, real estate related bankruptcies, and trusts holding vast real estate assets. Recognized by The Best Lawyers in America, Litigation for trusts and estates from 2018-2020, Rowen has deep experience with litigation and pre-litigation counseling involving securitized loan portfolios, bond financings, loan and loan portfolio workouts and restructurings, construction financing, partnership and joint venture disputes, complex eminent domain, lea ... (view full description)

Eric Rubenfeld

Principal, Legal, Compliance & HR; Chief Legal Officer; Chief Compliance Officer
CIM Group

Mr. Rubenfeld is a Principal and currently serves as CIMs Chief Legal Officer and Chief Compliance Officer, overseeing CIMs legal, compliance, risk management and human resources functions. Prior to joining CIM Group, Mr. Rubenfeld was the General Counsel and Chief Compliance Officer of GSC Group, an SEC registered alternative investment adviser specializing in middle market corporate credit. From 2004 to 2006, Mr. Rubenfeld was Director and Counsel at Assured Guaranty Corp., a leading financial insurance company, and from 1995 to 2004, Mr. Rubenfeld worked as an attorney in private practice in New York and Washington, D.C., advising a variety of financial institutions, including investment ... (view full description)

Dennis Russo

Chair of New York Real Estate
BakerHostetler

With more than 27 years of experience, Dennis Russo focuses his practice on sophisticated real estate financings, joint ventures, and the representation of owners and developers in connection with the acquisition of all types of real estate assets, as well as large-scale developments throughout the United States. He represents financial institutions and private equity funds in various lending transactions including those concerning multi-property/assets, construction financing, and mortgage portfolios. To a great extent, Dennis is a de-facto partner with his clients, using his hands-on experience and extensive industry network to introduce them to transactions as well as other parties in the ... (view full description)

Steve Sadler

CEO
Allegiancy

Steve is the impetus behind the formation and strategic direction of Allegiancy, contributing essential skill sets, institutional relationships, and experience to the team after spending nearly twenty years in financial services and the investment banking field. He began pursuing investment banking projects in commercial real estate while part of Signet Banks Capital Markets Group, now known as Wells Fargo & Company. With public market securities and private placement transactions under his belt valued at more than $1 billion, Steve has been involved in a wide range of asset classes and financing structures and has proven commercial real estate performance and significant turnaround expe ... (view full description)

Teddy Schiff

Partner
Arel Capital

Teddy Schiff is a Partner at Arel Capital and responsible for Arels NYC activities, including sourcing, evaluating, structuring and asset management. Since joining Arel, he has been involved in over $500 million in acquisitions over the last three years. Teddy has 15 years of experience as a real estate investor and operator. Teddy graduated from Trinity College with a degree in economics and received his M.S. in Real Estate Development from Columbia University.

David Schwartz

Co-Founder & Principal
Sugar Hill Capital Partners, LLC

David Schwartz is the Founder and Managing Partner of Fort Amsterdam Capital and co-founder of Sugar Hill Capital Partners. David has been involved in NYC multi family real estate for over 12 years. Prior to co-founding SHCP, David was an Executive Director in the structured products group at Royal Bank of Scotland / ABN AMRO Bank, where his work included real estate securitizations. David also held positions at Dresdner Bank, Chemical Bank, Chase Securities, Standard Chartered Bank in Singapore, and National Westminster Bank in Tokyo. David holds an M.B.A. in Finance from New York University and a B.A. in Economics from George Washington University.

Hal Scudder

Chief Investment Officer
Phillips Edison

Mr. Scudder oversees Phillips Edison's acquisition and disposition activities. Phillips Edison is the nation's largest private owner focused on grocery anchored shopping centers. Through its various funds, Phillips Edison owns and operates over 260 retail properties totaling over 30 million sf. Phillips Edison closed over $2.5 billion of shopping center acquisitions and dispositions in 2013-2014 (covering 175+ properties in 125+ separate transactions) and targeting $1 billion+ of retail acquisitions in 2015. Prior to Phillips Edison, Mr. Scudder was a Principal with The Anderson Group, a Michigan based private equity firm. He also worked for the Taubman Companies in leasing, development, ... (view full description)

Brian Sedrish

Managing Director
Related Companies

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

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

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

Sam Sidhu

Chief Executive Officer
Megalith Capital Management

Sam is the CEO of Megalith Capital Management, a residential real estate owner and developer focused on investments in New York City and urban, supply-constrained markets.The firms integrated platform specializes in the acquisition, development, repositioning and management of residential properties through opportunistic and value-added strategies. Sam has an extensive investment banking and private equity background, having worked for Goldman Sachs and Providence Equity in the U.S. and Asia. During his career he has advised, underwritten, and invested in more than $100 billion of transactions. Sam sits on the board of Customers Bank.Sam holds ... (view full description)

Mark Singer

Assistant General Counsel
APG Asset Management

Mark Singer is Assistant General Counsel at APG Asset Management US, which together with its parent, APG Asset Management, manages assets in excess of €480 for Netherlands pension funds.  Mark advises the global private equity and hedge fund platforms, and the Americas real estate and infrastructure teams, on fund investments, co-investments and direct transactions.  He is a graduate of Duke Law School, where he received a JD / LLM in International and Comparative Law, and Middlebury College.

Ishan Singh

Managing Director
REV-Re Capital Ventures

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

Joseph Sitt

President
Thor Equities, LLC

Joseph J. Sitt is the founder and CEO of Thor Equities, a multifaceted international real estate development company that specializes in value-added investments in shopping centers and mixed-use urban developments in the United States, Europe, and Latin America. Mr. Sitt, 47, was born and raised in Brooklyn, and from childhood was taught the value of hard work, entrepreneurship and social responsibility. His first business venture, as a New York University undergrad, was implementing a lucrative system of weekend parking lots at the flea markets at Aqueduct and Roosevelt racetracks. "It's interesting dealing with history—through preservation you're able to build a brand that then drives a f ... (view full description)

Dee Dee Sklar

Managing Director
Wells Fargo

Dee Dee Sklar manages Subscription Finance, which is part of Corporate Debt Finance within Asset Backed Finance at Wells Fargo Securities LLC. Joining Wells Fargo in June 2012, the global team provides fund level financings to Financial Sponsors and Asset Managers who manage private equity funds, joint ventures and separate accounts (plus selective open ended funds) focused on varying strategies including buyout, corporate mezzanine, energy, infrastructure, real estate, secondaries, commodities and transportation. Coverage includes sponsors located in the US, Europe, Latin America and Asia. During the past 11 years she has led teams that have provided subscription / capital call financings t ... (view full description)

Frank Small

Principal
SilverStone Health Care Real Estate

Jordan Socaransky

Principal
Westport Capital Partners, LLC

Prior to joining Westport in 2006, Mr. Socaransky spent four years as an associate in the real estate group at Oaktree. His experience includes the acquisition, management and disposition of both property and debt investments. Prior to Oaktree, Mr. Socaransky was an Analyst in Salomon Smith Barney’s Global Real Estate and Lodging Investment Banking Group for two years, specializing in mergers, acquisitions and capital raising. Mr. Socaransky holds an Honors Business Administration Degree from the Richard Ivey School of Business at the University of Western Ontario, Canada.  At Westport, Mr. Socaransky is a Portfolio Manager and member of the Firm’s Investment Committee.  Mr. Socaransky’s are ... (view full description)

Peter Sotoloff

CIO & Managing Member
Mack Real Estate Credit Strategies

Peter Sotoloff serves as Co-Founder, Managing Member & Chief Investment Officer of Mack Real Estate Credit Strategies (MRECS). Mr. Sotoloff previously served as Managing Director and Head of U.S. Originations of Blackstone Real Estate Debt Strategies (BREDS) fund series and was a founding member of the Advisor. Over the past 7 years Mr. Sotoloff helped to build Blackstone Real Estate Debt Strategies into a $10Bn (equity capital) platform. Mr. Sotoloff oversaw structured finance acquisitions including both origination and legacy loan portfolio investment activities on behalf of the BREDS series fund and cdeveloped and executed the key strategies of the program including: legacy loans, leg ... (view full description)

Craig Spencer

CEO
Arden Group, Inc.

CRAIG A. SPENCER, CEO – Mr. Spencer is the Chairman & CEO of Arden Group, established in 1989 as a fully integrated real estate company focusing on acquiring, developing and managing high quality real estate assets. The company has purchased and developed more than $3.5B of real estate including office buildings, hotels and high‐rise mixed‐use residential. Arden’s asset management group has managed more than $5.5B in assets. Mr. Spencer is the Principal of Arden Fund Management which operates Arden’s discretionary real estate equity and debt funds. In addition to leading Arden, Craig has participated in several non‐real estate ventures including the ... (view full description)

Walter Stackler

Managing Partner
Shelter Rock Capital Advisors LLC

Walter is the Managing Partner of Shelter Rock Capital Advisors, a capital raising and advisory firm focused on the institutional real estate investment and funds management industry.   Walter has over 22 years of real estate related experience, including 16 years focused on capital raising for funds and joint ventures sponsored by private investment firms, real estate operating companies and public REITs. Investors in these vehicles have included public and corporate pension funds, sovereign wealth funds, foundations, endowments, insurance companies, commercial banks, family offices and other institutional and accredited investors.  Prior to founding Shelter Rock, he was a Managing Director ... (view full description)

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Oliver Swan is managing partner and co-founder of Treesdale Real Estate Partners LLC, an opportunistic real estate investment firm specializing in alternative real estate investment strategies. Prior to co-founding Treesdale Real Estate Partners, Mr. Swan served as the chief investment officer of a New York-based student-housing owner/operator. Mr. Swan is a graduate of New York University's Stern School of Business. 

Shaunak Tanna

Head of Structured Investments
Basis Investment Group

Gil Tenzer

Partner & Director of Real Estate
Contrarian Capital Management, LLC

Mr. Tenzer is the Director or Real Estate and a founding member of Contrarian Capital Management, LLC, an institutional money management firm with approximately $4 billion in funds under management including dedicated real estate funds. Since Contrarians formation in 1995 he has been responsible for sourcing, managing and coordinating the disposition of the firms real estate investments. From 1993 to 1995 he was a senior analyst and co-head of the high-yield real estate group at Oppenheimer & Co. The prior six years he was responsible for the analysis, financing, acquisition, disposition, restructuring and asset management of a nationwide portfolio for investor Arthur G. Cohen in the ... (view full description)

Tim Trifilo

Partner-National Real Estate Tax Leader
CohnReznick LLP

Timothy Trifilo is a partner in CohnReznick's Tax Practice with more than 18 years of experience. He advises global clients in the asset management, private equity, and real estate industries, including opportunity funds, venture capital, public and private REITs, institutional investment advisors, and real estate owners/developers. Timothy specializes in structuring global private equity funds and investments with diverse investor profiles and in providing transaction support and advice on fund formation, public and private equity offerings, capital structures, REIT formation and qualification issues, real estate workouts, and M&A transactions. He also has significant experi ... (view full description)

Mark Van Zandt

Executive Director
GreenOak Real Estate Advisors

Mark Van Zandt is a Principal based in New York and is responsible for the Firm’s investment activities on the East Coast. Mark has been with GreenOak since its founding in 2010 and is involved in the sourcing, structuring and management of GreenOak investments on the East Coast. Prior to GreenOak, Mark was a Vice President of Morgan Stanley Real Estate Investing and a member of the team responsible for new investments in the US on behalf of the Morgan Stanley Real Estate Funds and MSRE Special Situations Fund III. Prior to joining Morgan Stanley in 2004, Mark worked in the real estate group of LaSalle Bank, based in Chicago. Mark received a Bachelor of Science in Fin ... (view full description)

Oscar Vasquez

Chief Operating Officer
Encore Capital Management

Oscar Vasquez is the Chief Operating Officer of Encore Capital Management, a real estate investment firm with three funds and over $1.5B in AUM. Mr. Vasquez is responsible for fund operations including structuring, legal, compliance, technology, fundraising and investor relations. Prior to Encore, Mr. Vasquez worked in as a management consultant leading business organizational change and technology implementation initiatives at Fortune 500 companies. Mr. Vasquez’s 20+ year career in management consulting included such firms as Accenture, Deloitte, and EMC. Mr. Vasquez earned his BS in Computer Engineering from U.C. San Diego.

Paul Vosper

COO and Co-Head-Real Estate
Morgan Stanley Alternative Investment Partners

Paul is the chief operating officer for MSIM’s real estate fund of funds business. He joined Morgan Stanley in 2000 and has 15 years of industry experience. Prior to joining the firm Paul worked at Greenwich NatWest in London and the United States. Previously, he practiced law at Orrick Herrington & Sutcliffe in New York and Arent Fox in Washington DC focusing on real estate acquisitions, private equity and structured finance. Paul has a B.S. from Georgetown University’s School of Foreign Service and a JD and a Masters in International Law from Duke University School of Law.

Alex Walker

Partner
AW Property Co.

Alexander D. Walker is a Partner and Director of Investment Management for AW Property Co. He is engaged in business development and investor relations and assists with sourcing and overseeing the firm's real estate investments. Since 2003, Mr. Walker has acquired and managed over $375 million in real estate transactions in partnership with institutional investors. Prior to joining AW, Mr. Walker served as managing director of Prospect Property Group, a real estate private equity firm focused on distressed and value added opportunities in the Southeast. Prior to the formation of Prospect, he was a division leader at the New York City office of Cushman & Wakefield and spe ... (view full description)

Thomas Wall

Partner, Director of Acquisitions
LCN Capital Partners

Pat Walsh

SVP, Head of Commercial Bridge Lending
BofI Federal Bank

Mr. Walsh has over 25 years of asset-based, cash-flow and commercial real estate lending experience with leading financial institutions including GE Capital, Cerberus Capital Management and CapitalSource. Mr. Walsh is currently a Senior Vice President and Head of Commercial Real Estate Bridge Lending with BOFI Federal Bank, a publicly-traded San Diego based bank with nearly $6 billion in assets. Previously, Mr. Walsh held the following roles: Senior Vice President at Capital Source in their opportunistic ABL lending group, Managing Director at Cerberus Capital Management in their lending business and Managing Director at GE Capital. Mr. Walsh is a graduate of Fairfield University in CT.

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

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

Kenneth Weissenberg

Partner
EisnerAmper LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years. Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He ser ... (view full description)

Sondra Wenger

Managing Director
CIM Group

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.

Greg Wilkinson

Director, Franklin Real Asset Advisors
Franklin Templeton Investments

Greg Wilkinson is Institutional Portfolio Manager for Franklin Real Asset Advisors, with primary responsibility for providing clients with perspective and insight on FRAA's private and public real estate and listed infrastructure products globally.  Greg joined Franklin Templeton's Melbourne office in 2007 and specialised in working with FRAA's clients in the listed and unlisted real estate asset classes. In this role he was responsible for communicating investment recommendations to clients, providing information on investment portfolios, negotiating mandates and for strategic relationship management. Prior to joining Franklin Templeton in Australia, Mr. Wilkinson spent the previous fi ... (view full description)

Jeff Wilson

Chief Executive Officer
Pereview Software

Jeff Wilson is the CEO and founder of Pereview Software. Pereview is an operational platform for the real estate investment professional. Prior to founding Pereview, Jeff has spent over 20 years in the real estate investment management and financial services industry.  Jeff served as the Technology COO of the Archon Group, a division of Goldman Sachs.  During his tenure at Archon/Goldman, Jeff and his team developed a technology platform that allowed AUM to double with a relatively flat growth in headcount. Prior to Archon/Goldman, Jeff spent 8 years in a leadership position in the real estate group at Anderson Consulting.

Gary Wolff

Partner
Bryan Cave LLP

Gary Wolff has broad experience with real estate private equity investments and joint ventures, mergers and acquisitions, and corporate and securities transactions. Mr. Wolff is the co-leader of the firms Real Estate Private Equity and Joint Venture Practice Team and resident in the New York office. He represents both financial partners (primarily opportunity funds) and developers/operators in structuring and negotiating complex real estate transactions covering nearly every asset class, including office, retail, residential and mixed-use properties, hotels, casinos and land development. Recently, his practice has concentrated on distressed asset transactions, including the restr ... (view full description)

Aaron Wu

Managing Director, Acquisitions
AmCap Inc.

Aaron joined AmCap’s Acquisitions department in 2013 to help source, evaluate, and execute investment opportunities. He is a member of the firm’s Investment Committee. Prior to AmCap, Aaron was at JER Partners’ Fund Investment Management Group, focusing on real estate acquisitions and asset management, and C-III Capital Partners' Commercial Mortgage Special Servicing Group. He also worked on merger, acquisition, and financing transactions at J.P. Morgan’s Investment Banking Division, Morgan Stanley’s Fixed Income Division, and Compass Advisers. Aaron holds a Master of Business Administration from University of Chicago, a Bachelor of Science from Georgetown University, and a Graduate Certific ... (view full description)

Teresa Zien

Senior Director
Invesco

Teresa Zien is a Senior Director at Invesco Real Estate (IRE) and is responsible for overseeing the capital markets activities for the Invesco Real Estate Structured Investments group. Prior to joining IRE in 2017, Ms. Zien spent two years as the chief operating officer of Colony Mortgage Capital, LLC, with responsibility for overseeing the company's day-to-day operations. Prior to joining Colony, Ms. Zien spent three years as a director in the asset finance – commercial real estate group of Credit Suisse, where she oversaw all US commercial mortgage backed securities (CMBS) securitizations and commercial real estate warehouse facilities. Prior to joining Credit Suisse, Ms. ... (view full description)

Roland du Luart

Managing Partner - Head of US
LFPI

LFPI Group is France's largest independent alternative asset manager, with nearly €3 billion of assets under management. Holding a MBA and a BA from the University of Chicago, Roland worked at the M&A Department of Lazard New York, then Lazard Paris. In 2004, he joined UBS Real Estate Group where he was Executive Director and gained experience in sourcing, supervising due diligence, structuring and negotiating transactions for a total amount of more than $20 billion for listed and unlisted real estate companies, private equity funds, hedge funds, family offices, retirement funds and sovereign funds. In 2013, he joined the LFPI team as Managing Partner in charge of the US activity.
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for 16th Annual US Real Estate Opportunity & Private Funds Investing Forum

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password