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John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

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

Ben Beggs

Managing Director
redIQ

Ben brings 15 years of sales experience in technology and real estate to redIQ.  Before joining redIQ, he spent 10 years growing the sales organizations of technology companies. Most recently, as Senior Strategist for Intersection, part of Alphabet's Sidewalk Labs portfolio, he helped drive business development for the digital transformation strategy of retailers and retail real estate developer/operators. Prior to Intersection, he led sales efforts for disruptive mobile technology companies such as Nomi (acquired by Axper) and Usablenet. Before becoming a full-time technologist, Ben spent 5 years as a licensed commercial real estate broker in New York City. Ben holds a Bachelor's in Economi ... (view full description)

Philip Block

Managing Partner
LBX Investments

Phil Block is one of the Managing Partners of LBX. At LBX he has overseen the acquisition of nine shopping centers in the Southeastern United States comprising more than 1.4 million square feet. Prior to launching LBX, Phil was a key member of the acquisitions team at BVC that worked on acquiring approximately $100 million in shopping center properties.  Phil Block was an advisor to BVC during the time these properties were acquired and was subsequently accepted as a member into BVC. Formerly, Phil was a Senior Managing Director at Realty Mogul, Co. (RealtyMogul.com), where he created the commercial lending business and led institutional capital markets efforts. Prior, he was VP of Corporate ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Will Brodsky

Real Estate Partner
Bryan Cave Leighton Paisner LLP

William Brodsky, a partner in Bryan Cave Leighton Paisner’s Real Estate department, concentrates his practice in the real estate and corporate areas, primarily assisting both real estate opportunity funds and developers/operators in structuring, negotiating and documenting complex joint venture transactions covering a wide range of asset classes, including office, retail, residential and mixed-use properties, hotels, casinos and land development.   Will's experience also includes negotiating and documenting real estate finance transactions representing borrowers and lenders. William Brodsky, a partner in Bryan Cave Leighton Paisner’s Real Estate department, concentrates his ... (view full description)

Kenneth Brown

President
Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase North America. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energ ... (view full description)

Lauren Brychell

Investor Relations Manager
Spartan Investment Group, LLC

Lauren Brychell is the Investor Relations Manager at Spartan Investment Group, LLC. In this role, Lauren brings her skills in capital raising and passive investing education to assist the team with investor facing collateral, communications, capital raise projects, and investor education.
Lauren graduated from Belmont Abbey College with a bachelor’s degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship.
 

Nicholas Bryer

Senior Vice President
The Roxborough Group

Alice Catalano

Managing Director, Investor Relations
AmCap

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

Ben Cherney

VP of Acquisitions
Tokyu Land US Corporation

Ben Cherney currently serves as the vice president of acquisitions for Tokyu Land US Corporation, a publicly traded, Tokyo-based real estate investment and development firm. Tokyu Land US has been an active LP investor in multi-family and office throughout the east and west coast for the past few years. Ben covers west coast acquisitions for the firm, from Seattle to San Diego, which includes sourcing new investment opportunities as well as maintaining and developing relationships with local operating partners. Ben has been in the real estate industry for the past 14 years, and brings broad experience in all product types and a deep network of contacts to the firm.

William Clarkson

Partner, Head of Distressed Debt
Torchlight Loan Services

Bill is a Partner in the asset management group and Head of Distressed Debt. He has 18 years of professional experience. Prior to Torchlight, Bill worked at Ten-X, Starwood Property Trust, Rockwood Real Estate Advisors and First Potomac Realty Trust. Bill holds an MBA from the University of Florida and a BBA from Roanoke College.

Chris Clemente

CEO
Comstock Holding Companies, Inc

Chris Clemente is CEO and Chairman of the Board of Directors of Comstock Holding Companies, Inc. (“CHCI”) and Managing Director of privately held Comstock Partners, LC, owner of the Anchor Portfolio being developed and managed by CHCI. Mr. Clemente founded the Comstock organization in 1985 and has guided its growth since inception. Prior to the 2004 IPO of Comstock Homebuilding Companies, Inc. (now Comstock Holding Companies, Inc.), Mr. Clemente served as President and CEO and since the IPO, Mr. Clemente has served as CEO and Chairman of the Board. Mr. Clemente also chairs CHCI’s executive committee and is the largest individual stockholder. Mr. Clemente is responsible for charting the s ... (view full description)

Jeff Cline

CEO
SVN | SFR Capital Management

As CEO, Jeff Cline leads SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. Cline has more than 45 years of commercial real estate experience, including construction, development and asset management for large-scale commercial projects as well as managing construction, daily operations and asset management for several thousand residential multi-family assets.  Cline is a speaker at many of the major SFR/BFR and CRE industry conferences. In addition, he is co-chair of the National SFR Product Council (SVN), a member of the Forbes Real Estate C ... (view full description)

Doron Cohen

Founder and CEO
Covercy

Covercy is the first digital bank for CRE investment firms.
We help CRE investment firms manage investors, distributions and banking - all in one platform.

Doron Cohen is the Founder and CEO of Covercy.
Prior to Covercy, he was Founder and Co-CEO of Leverate which is a leading software platform for FX brokerages. 
 

Stephen Collins

Managing Director & Principal
AmRoc Premier Capital, LLC

Stephen Collins, Managing Director & Principal, AmRoc Premier Capital, LLC Stephen Collins is Managing Director & Principal at AmRoc Premier Capital, LLC and serves as a member of the firm’s investment committee.  He leads all capital markets and securities distribution, fund management and investor relations, investment management, marketing and operations, as well as strategic direction and other growth initiatives.  Mr Collins is an industry veteran with extensive experience and a strong, successful track record of performance and value creation over 20 years.  His Principal investment experience across all product types totals over $1.2 billion (including equity and debt investme ... (view full description)

Nick Condie

Strategic Account Director
Juniper Square

Nick has spent the last 12 years of his career at the intersection of technology and real estate investing at organizations like Yardi Systems, Juniper Square, and Landmark Realty while also cultivating his own real estate portfolio. 
 

Michael Cook

CIO
MCB Capital

Currently the CIO of MCB Capital, Michael oversees the $50M single family rental portfolio along with the development of two build to rent communities totaling 120 homes in the Dallas Fort Worth area.   Michael Cook is a former Chief Assets Officer at Sylvan Road and a Director of U.S. Asset Management at GTIS. During his time at Sylvan Road, he managed over 2,000 single family homes and acquired over 120 homes per month in seven different markets. While at GTIS, Mr. Cook built a single-family platform to purchase, manage and sell over 4,000 single family homes. Mr. Cook’s experience in the real estate industry began in 2005. Prior to joining GTIS Partners, Mr. Cook w ... (view full description)

George Dabney

Managing Principal and CFO
Noble Investment Group

Mr. Dabney is a managing principal and chief financial officer responsible for financial and accounting administration, treasury, institutional fund management, investor relations and risk management at Noble Investment Group. Noble is a minority-owned, industry-leading specialist in select-service and extended-stay hotels which has invested nearly $5 billion over its three-decade history through its private real estate funds. Noble invests in high-growth markets with over $100 RevPAR characterized by durable demand generators such as major universities, medical centers, and diverse corporate sectors. Prior to joining Noble, Mr. Dabney served as Managing Director and CFO of Brook ... (view full description)

Jason Danley

COO
Peak Capital Partners

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

Zachary Darrow

Chairman
DarrowEverett LLP

Tami Davidman

Partner
EisnerAmper LLP

Tami Davidman is an Audit Partner in the Financial Services Group. With over 15 years of experience in public accounting, Tami’s expertise includes serving alternative investment partnerships, private equity funds, and fund of funds. She has served clients in both the public and private sector and conducted audits across a range of industries, including life sciences, retail, and employee benefit plans plan audit. Tami is also very active in the New York office real estate marketing group, providing strategic leadership. She has significant experience in the real estate industry, providing accounting and auditing services for a variety of private equity real estate funds. Additio ... (view full description)

Malcolm Davies

Founder/Sr. Managing Partner
WAY Capital, Inc.

Malcolm has over 25 years of experience as an award-winning capital advisor and developer, having advised and been involved with over $15B worth of total capitalizations, both in the equity and debt markets. As an award-winning capital advisor and developer, Davies has utilized his expertise to lead developers and investors to structure and capitalize billions of dollars-worth of commercial real estate ventures. He has extensive experience in structuring transactions across the capital stack, including non-recourse senior and stretch-senior debt, mezzanine and preferred equity financings, and Co-GP and LP equity financing solutions for development, value add and stabilized projec ... (view full description)

Adi Divgi

Senior Advisor
EA Global LLC

Adi Divgi is Senior Advisor at EA Global, his family investment and advisory vehicle, and has been consulting Legacy Wealth Management LLC on a variety of strategic initiatives since 2021. From 2014-2021, he was Head of Alternative Investments at Catalina, a $5+bn AUM reinsurer. From 2011-2014, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management. With approval from the 4 participating Boards of Trustees, he executed $3.6 billion in capital commitments. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish min ... (view full description)

Sara Doelger

Principal
Argosy Real Estate Partners

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

Michael Dombai

Managing Director, North America
Alter Domus

Susan Eastridge

CEO & President
Concord Eastridge

Founder and real estate entrepreneur, Susan Eastridge is the President | CEO of Concord Eastridge. With more than 30 years of experience in commercial real estate development, she has a solid track record of major development projects that include hospitality, conference centers, commercial offices, multi-family retail and special purpose facilities. Susan, a trailblazer is recognized by the industry for structuring leading-edge public/private partnerships that focus on sustainable development practices and advances in building performance. Fostering a legacy of company growth, and with responsibility for Concord Eastridge’s national portfolio; more recently, Susan, has expanded ... (view full description)

Sean Egan

Managing Director
Egan-Jones Ratings Co.

Sean Egan is a founding partner and president of Egan-Jones Ratings Company (EJR), which was organized in 1992 for the purpose of providing timely, accurate credit ratings.  Over the past decade, EJR provide risk managers with warnings on Ambac, Countrywide, Enron, Greece, Lehman, MBIA, New Century and many others well in advance of the majority of market participants.  Fortune Magazine named Mr. Egan the number one person for warning about the 2007 credit crisis. Mr. Egan has appeared on most major media outlets and has testified numerous times in front of Congressional committees.  Prior to founding Egan-Jones, Mr. Egan worked as a commercial banker for JP Morgan, as an investment banker f ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

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

Michael Felman

President & CEO
MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office.  Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. With a combined 40 years of financial and legal experience, MSF Capital Advisors has the knowledge and expertise to help families deal with direct investments, wealth preservation, asset allocation, tax planning, business succession etc. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of  Acquisition International 2013, 2014, 2015 Global Multi-Family Office award.  Winner of Wealth & Finance International 2 ... (view full description)

Melissa Ferrucci

Office Managing Partner, Connecticut Offices
CohnReznick LLP

Melissa L. Ferrucci, CPA, is the Office Managing Partner for CohnRenick’s Hartford and Stamford, CT offices and serves as leader in the real estate practice for CohnReznick’s Connecticut offices. Serving clients in commercial real estate and affordable housing, she provides auditing services and guidance on critical industry issues to a range of stakeholders. She also works closely with various governments and quasi-governmental agencies. Melissa also serves as a national instructor with CohnReznick’s Learning & Development team and is Co-Chair of the Community Impact Committee for the Hartford office.Education University of Hartford: Master of Scie ... (view full description)

Tony Fineman

Senior Managing Director, Co-Head of Origination
ACORE Capital

CJ Follini

Managing Principal
Noyack Capital

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

Justin Ford

President
Pax Properties, LLC

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

Ted Fowler

Head of Real Estate and Portfolio Manager
Prospect Capital

Ted Fowler is a Managing Director on Prospect’s Investment Team and has worked in investment management and finance since 1986. He is responsible for Prospect’s real estate investment strategy. Prior to joining Prospect, Ted spent the first half of his career with Wall Street bulge bracket firms. He ran the real estate group at Credit Suisse First Boston before being named co-head of investment and merchant banking department. He then joined Prudential-Bache as co-head of its investment and merchant banking departments. Thereafter he spent over 20 years advising and raising capital for small and mid-cap companies, at his own firm and at Laidlaw & Company, where he was head of the investm ... (view full description)

Paul Foye

US Real Estate Practice Leader
Marsh

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

Adam Frankel

Trustee - City Commissioner
Delray Beach General Employees

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

Matthew Freedman

CIO
Louisiana SERS

Matt joined LSERS as CIO in 2017, where he is responsible for managing the System’s $2 billion investment portfolio. Prior to LSERS, Matt worked at Landseer Advisors, a New York-based investment office serving endowment, foundation, and family office clients, where he was a generalist responsible for sourcing, evaluating, and monitoring investments across asset classes and strategies globally.  Before Landseer, Matt was a Vice President at investment technology firm Novus, responsible for managing approximately one-third of the firm’s hedge fund and allocator client relationships. Matt began his career at State Street advising bank clients on topics including asset allocation, ma ... (view full description)

Greg Friedman

Chief Executive Officer
Stonehill

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

Adam Fruitbine

Director of Capital Markets
Pacific Urban Investors

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

Ben Gerig

Chief Executive Officer
Northlight Capital Partners LLC

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

Lauren Gilchrist

Managing Director, Research
Longfellow Real Estate Partners

Lauren Gilchrist is Managing Director of Research for Longfellow Real Estate Partners, the largest privately held life sciences developer in the United States. Lauren directs Longfellow’s research strategy, content creation, and thought leadership in addition to providing macro and micro market research for the purposes of underwriting and executing Longfellow’s projects. Previously, Lauren served as SVP of Research for JLL in Philadelphia, Manager of Research & Analysis at the Center City District, and Program Manager at the Center for Regional Economic Competitiveness. Lauren received her MS in Public Policy and Management from Carnegie Mellon University’s Heinz College and a BS in Bus ... (view full description)

Simon Goldstein

Principal
Buckingham Advisors

​Simon Goldstein is the Founding Principal of Buckingham Advisors, a commercial real estate advisory firm based in New York City. Buckingham Advisors raises equity from middle-market funds, family offices, and overseas capital, and finds creative financing solutions for clients who are pursuing properties nationwide. Prior to Buckingham, Simon was on the capital markets team at Walker & Dunlop, placing and negotiating joint venture equity transactions with foreign & domestic family offices in hospitality, multifamily, and self-storage. Before Walker & Dunlop, he was on the acquisitions team at Lincoln Equities Group, working with institutional private equity and pensi ... (view full description)

Jon Green

Senior Vice President
Concord Eastridge

Jon Green SENIOR VICE PRESIDENT Jon is Senior Vice President for Concord Eastridge. He sets the direction for evaluating and underwriting new development projects and acquisitions, sourcing new investment and development opportunities, and the oversight of project budgets, manages project performance to achieve investor expectations. Joining Concord Eastridge in 2015, he brings more than 12 years of commercial and residential real estate development experience to the organization. Before joining Concord Eastridge, Jon was Financial and Development Analyst at Barclay Group in Phoenix, Arizona. He worked with the executive team to acquire and complete over 2 ... (view full description)

Robert Greene

President & CEO
National Association of Investment Companies

Robert L Greene is a leader in the US Asset Management industry that has achieved success as an institutional investor, strategic advisor, board member and operating executive. He has built a reputation for innovative thinking, transforming strategy into results, and enabling others to achieve outsized success. Bob serves as President & Chief Executive Officer for the National Association of Investment Companies (NAIC). In this capacity Bob is responsible for leading all aspects of the association’s mission of serving as the industry association for diverse-owned private equity firms and hedge funds. With more than 80 member firms that collectively manage more than $160 billion in ... (view full description)

Michael Halperin

Managing Director
Contrarian Capital Management, LLC

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

John Hartman

CIO
Caliber Companies

John Hartman is the Chief Investment Officer (CIO) of Caliber. John is responsible for managing all funds, private syndications, and public products. He also oversees real estate portfolios and develops securities to fund Caliber’s acquisitions. Prior to joining Caliber in 2020, John has held leadership roles at private and public real estate firms including institutionally backed private equity real estate funds, where he managed capital formation, due diligence, underwriting, and acquisitions. Some of these include Republic Capital Partners, Gadsden Properties, and Astrum Investment Management. John earned a Bachelor of Science degree in Market ... (view full description)

Shawn Hawthorne

Partner
Foxfield LLC

ROLE Shawn serves as a Partner of Foxfield LLC and is responsible for Investor Relations and the equity sourcing efforts of the firm. He is also the Portfolio Manager of the Open-End Fund and advises the overall strategy of our long-term investment strategy. Prior to Foxfield, Shawn was the Vice President of Asset Management at Novaya Real Estate Ventures, where he was responsible for asset management oversight of the firm's portfolio. Shawn previously held positions at Pembroke Real Estate, Fidelity Investments and KPMG LLP.EDUCATION BA, Babson College MSA Accountancy, Babson CollegeCHARITABLE AND PROFESSION ... (view full description)

Melanie Herald

Managing Director
State Street

Melanie Herald leads State Street’s Commercial Real Estate lending business, responsible for the company’s U.S. portfolio.   Previously she was Head of Alternative lending, a role in which she managed the company’s $13B subscription finance lending business to private equity clients.  Melanie joined State Street in 2019, after having served as Head of Capital Markets for a New York City-based multi-family operator, Urban American, and run her own real estate advisory business, Cayton Capital, focused on fundraising, investor relations, and large fund recapitalizations for real estate private equity clients.  Prior to these roles, Melanie was with Goldman Sachs for 9 years in a senior i ... (view full description)

Terri Herubin

Managing Director
Greystar Real Estate Partners

Terri Herubin is a Managing Director and leads the company’s U.S. open-end funds for the Investment Management business.   Terri began her real estate career at the New York State Teachers’ Retirement System, where she evaluated and recommended investments of more than $4.5 billion to equity real estate. Subsequently, she joined The United Group, a New York-based developer, as Executive Vice President. In 2009, Terri joined The Townsend Group as a Principal, where she was a member of the Investment Committee and led the evaluation of all real estate funds. She joined Barings Real Estate in 2012 as Lead Portfolio Manager of its open-end core fund and was a member of the firm’s Equ ... (view full description)

Kamil Homsi

Founder/CEO
GRC Investment Group- Dubai (SFO)

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

Sherina Hosein

Vice President, Fundraising
CGI Merchant Group

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

Brad Howe

Co-Chief Executive Officer
Broadshore Capital Partners

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

Paul Hughson

Executive Managing Director
Island Capital Group

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

Stephen Jensen

VP of Sales
Juniper Square

Stephen has over 14 years of experience in financial services with 9 years focused on private capital markets. Within CRE and PE, he has raised LP capital for syndications and funds, managed investor relations, underwritten deals, conducted manager due diligence, and advised on fund structures. Additionally, he has a Masters in Commercial Real estate, is a licensed CA RE broker, and carries a series 7, 63, and 65 Investment Banking and Financial Advisory licenses.

 

Elaine Johnson

EVP – Acquisitions & Risk Management
Peaceable Street Capital

Elaine Johnson is responsible for leading acquisitions and risk monitoring at Peaceable Street Capital, a specialty finance platform providing preferred equity to capitalize income-producing commercial real estate assets located throughout the United States and Canada. Ms. Johnson has over 30 years of institutional commercial real estate deal originations, underwriting and asset management experience including due diligence, risk assessment, distressed investment workouts, and transaction oversight across all asset classes. Prior to joining Peaceable Street Capital, Ms. Johnson most recently served as a Managing Director at RAIT Financial Trust with responsibility for un ... (view full description)

Daniel Kaplan

Partner
EA RESIG LLC

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

Dan Katz

Managing Director, Head of Originations
BrightSpire Capital

Daniel E. Katz a Managing Director and Head of Originations, based in Los Angeles. Mr. Katz is responsible for the identification and evaluation of new real estate investments in the United States and oversight of the BrightSpire investment management team. Previously, Mr. Katz served as a Managing Director, Investment Management at Colony Capital, Inc. until April 2021. Prior to joining a predecessor of the Colony Capital business in 2014, Mr. Katz was a First Vice President at OneWest Bank where he was responsible for loan originations. Previously, Mr. Katz held investment positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a Master of Business Administrat ... (view full description)

Bill Kay

Managing Director of Capital Markets
Ashcroft Capital

Bill Kay Managing Director of Capital Markets Bill Kay leads the capital markets activities at Ashcroft Capital, focusing on equity relationships with institutional investors such as real estate funds, endowments/foundations, major insurers, sovereign wealth funds, pensions, and family offices.  Bill has over 20 years of experience across private real estate and private equity, with a deep track record of helping to build and scale world-class institutional investment management businesses. In addition to leading institutional investor relations and fundraising at Ashcroft, he also actively participates in the investment and asset management process across the firm. P ... (view full description)

Kaitlin Kincaid

Senior Managing Director
Keller Augusta Partners

aitlin Troy Kincaid is the Senior Managing Director of Keller Augusta. With demonstrated real estate executive search experience spanning almost 20 years, Kaitlin leads the firm’s research strategy and oversees the execution of search assignments. She has an in-depth understanding of robust talent development strategies and advises organizations and leaders on organizational planning, competitive compensation analysis, and diverse and equitable hiring strategies. Prior to joining Keller Augusta, Kaitlin held positions at Rhodes Associates and Wellington Management. Highly engaged in industry organizations, she is an active participant in NAIOP, CREW and REFA associat ... (view full description)

Ed Kindelan

Office Managing Partner-Boston
CohnReznick LLP

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

Matthew Klein

Director
CrossHarbor Capital Partners

Matthew Klein is a Vice President of CrossHarbor Capital Partners LLC responsible for sourcing and structuring debt investment opportunities for the firm’s debt fund. Prior to joining CrossHarbor, Mr. Klein was an Assistant Vice President with AEW Capital Management in the firm’s Acquisition and Capital Markets groups.  While with AEW, Matthew was responsible for sourcing and underwriting debt and equity investment opportunities including more than $650 million of debt investments secured by assets nationwide.  Mr. Klein began his career at Prudential Mortgage Capital Company where he was responsible for sourcing, underwriting and closing nearly $3 billion in c ... (view full description)

Nate Kline

Chief Investment Officer, Partner
OneWall Communities

Mr. Kline is a Partner, Founder and the Chief Investment Officer of OneWall CommunitiesTM where he drives investment strategy and acquisitions. Prior to launching OneWall, Nate founded Genuity Partners where he provided advisory and consulting services and conducted financial training programs worldwide. Previously, Nate managed valuation, due diligence and financial analysis on more than $8 billion of transactions at Fortress Investment Group. While at Merrill Lynch, he executed five exclusive/lead advised M&A deals worth $13.5 billion. Nate graduated from the Smeal College of Business and Schreyer Honors College at Pennsylvania State University where he obtained a B.S. in Fi ... (view full description)

Constantine Korologos

Clinical Assistant Professor
New York University

Constantine “Tino” Korologos CRE, MAI, MRICS, has over 37 years of professional experience in the real estate capital markets, structured finance and valuation industry.  He is a Clinical Assistant Professor, teaching graduate real estate finance, capital markets and portfolio risk courses in the New York University Schack Real Estate Institute, where he has been on the faculty for over 27 years.  In addition to his teaching responsibilities, Mr. Korologos is the Faculty Director of the Hirsh Fellows MSRE Program.  Mr. Korologos has participated in the structuring, ratings, origination, securitization, sale, valuation and asset management, of approximately $100 billions of capita ... (view full description)

David Kusy

MD, Acquisitions
GAIA Real Estate

David Kusy is a Partner and Managing Director of Acquisitions at Gaia.  Mr. Kusy joined the company in 2009 and oversees the firm’s acquisition efforts by sourcing, evaluating, structuring and closing new investment opportunities for the firm.  Additionally, Mr. Kusy is responsible for the financing activities and dispositions of existing portfolio properties.   He has overseen over $2.8 billion of acquisitions and $2.4 billion of asset sales on behalf of Gaia and its investors.  Prior to Joining Gaia, Mr. Kusy worked for CyLine Partners and Loomis, Sayles & Company.  Mr. Kusy holds a B.A. in Economics and Government from Connecticut College, a M.S. in Real Estate Development from Columb ... (view full description)

Tony Labarbera

Managing Director
Blackstone

Tony LaBarbera is a Managing Director in the Blackstone Real Estate Debt Strategies Group, where he is involved in sourcing, underwriting, negotiating and structuring senior loans, mezzanine loans, preferred equity and other debt investments across all asset types and geographies throughout the U.S. Mr. LaBarbera previously worked for Blackstone in London on both the BREDS and Real Estate Capital Markets teams. Before joining Blackstone’s Real Estate group in 2014, Mr. LaBarbera was an analyst in Blackstone’s Advisory group with Park Hill Real Estate. Mr. LaBarbera received a BS from the McIntire School of Commerce at the University of Virginia where he graduated with ... (view full description)

Peggy Lamb

Principal
Halstatt Real Estate Partners

Peggy Lamb is a Partner of Halstatt Real Estate Partners. Halstatt is a woman-owned and led Real Estate Private equity firm which invests alongside sponsors across asset classes with a focus on self-storage, industrial, and build for rent properties.  Peggy spent her early career at Goldman Sachs where she served as a member of the Management Group for the Investment Banking Division and also served as Chief of Staff for the Financing Division and Chief Operating Officer of the Investment Banking Real Estate Department for over 10 years. Peggy is a graduate of Harvard Business School and the University of Illinois. She is a Board Member for Starwood Real Estate Income Trust (SREIT). ... (view full description)

Henchman LeMaistre

CEO
Picket Homes & Inertia Realty Services

Henchman LeMaistre has spent a decade and a half reshaping the residential real estate industry. Before becoming CEO of Picket Homes and its subsidiaries, Inertia Realty Services and ElaraOne (“Elara”) Home Management, Hench co-founded PR3 after serving as Chief Operations Officer of Progress Residential from 2015 to 2018. There he oversaw the significant and fast-paced growth of the company, propelling it from an externally managed portfolio of 10,000 homes (~$2.2B in assets) to more than 40,000 homes (~$10B). Prior to his leadership role at Progress Residential, Hench was co-founder and Executive Vice President of Operations for Colony American Homes. While at Colony, Hen ... (view full description)

John Lippmann

Managing Director
NYL Real Estate Investors

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

Alex Lowenstein

Director
Conservice ESG

Andrew Lucas

Managing Director-Capital Markets
Trion Properties

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

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)

Stefan Martinovic

VP of Data Partnerships
Placer.ai

Stefan Martinovic is Vice President of Investments for Midwood Investment & Development, a 95-year old owner/operator/developer of 140 mixed-use, multifamily and retail properties in urban centers nationwide.  At Midwood, Stefan leads the digital enablement of the platform including the application of cutting edge technologies and analytics to imbue a data-driven approach to investment selection, development of proprietary a geospatial software platform, and technology transformation initiatives that support development, leasing and management activities.   Previously, Stefan served as the first-ever head of innovation and products at the Real Estate Board of New York (REBNY) ... (view full description)

Thomas McDevitt

Managing Partner
Edgewood Capital Advisors, LLC.

Thomas F. McDevitt is the Founder and Managing Partner of Edgewood. Mr. McDevitt has over 30 years of experience in all aspects of real estate and real estate capital markets. Mr. McDevitt has held senior real estate capital markets positions at Salomon Brothers, Citibank, Meenan McDevitt & Co. and Société Générale. Mr. McDevitt sold Meenan, McDevitt & Co., founded in 1991, to Société Générale in 1998. Mr. McDevitt currently serves on the Boards of Neuberger Berman's Crossroads Private Markets Funds II, III,  IV, V, VI, VII and the Private Markets Access Fund. Mr. McDevitt also served on the boards of the Jones Lang LaSalle Income Property Trust, Quadra Realty Trust, a NYSE REI ... (view full description)

Troy Merkel

Partner
RSM US LLP

I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

Jay Minnick

President/CEO
Helu Capital

Jay Minnick is a Founder and Owner of Helu Development, Helu Capital, and Helu Residential. In his role as CEO and President, Jay is responsible for overseeing the due diligence, financing, acquisition, development, construction, lease-up, and long-term management of all Helu projects. He was previously President of Triago Ventures and continues as a partner in Triago Ventures and its projects located in Washington UT and Draper UT. Prior to that he was Vice President at Salt Lake City-based Lend Lease Residential Management formerly Boston Financial and, prior to that, Prowswood Management. In addition to his professional achievements, Jay is active in the community and within his industry. ... (view full description)

Weston Minnick

CFO
Helu Capital

As a founding Helu, Weston currently supervises financial statement preparation, property performance, and loan compliance for Helu and the properties it owns and manages. Weston also oversees Helu’s acquisitions and financing of its new deals. Weston received a Masters of Accounting with an emphasis in Taxation from Brigham Young University.

Sharif Mitchell

Operating Principal
Dantes Community Partners

Sharif Mitchell is the Operating Principal of Dantes Community Partners the acquisition division of Dumas Collective. After graduating from Morehouse College with honors, Mr. Mitchell started his career at Trammell Crow Company which subsequently became CB Richard Ellis (CBRE). At CBRE he worked as a property tax consultant, responsible for valuing over 500 properties across all asset classes throughout the US to identify property tax savings on behalf of owners, operators and investors of real estate. Mr. Mitchell launched his own property tax firm by founding MDI Companies. MDI was acquired and absorbed by Paradigm Tax Group, a national property tax consulting firm. Mr. Mi ... (view full description)

Liya Mo

VP, Acquisitions & Originations
Lafayette RE LLC

Liya Mo is a VP of Origination and Acquisitions, focused on the build-for-rent strategy. She is in charge of building the BFR pipeline and presenting opportunities to our Investment Committee. Prior to joining Lafayette, Ms. Mo worked at Deloitte Consulting in Real Estate & Location Strategy, helping companies find optimal space for geographic expansion and relocation. Before that Liya was with Rockefeller Group, FortBridge Capital Management and Goldman Sachs in real estate development, real estate acquisitions and asset management, respectively. Liya graduated magna cum laude with a B.S. in accounting and finance from Washington University in St. Louis, and an M ... (view full description)

Benjie Moll

Founder & Managing Principal
Arx Urban

Benjie is the Founder and Managing Principal of Arx Urban, a Boston-based real estate operator focused on the development and preservation of workforce and affordable housing. The firm has used its socially-minded, technology-enabled and forward-thinking approach to acquire and develop 18 multifamily and mixed-use projects throughout Greater Boston valued at more than $300mm since 2014.   Prior to founding the firm, Benjie served as Vice President of Investments at Atlas Real Estate Partners and was an Associate at JP Morgan Global Real Assets. In these roles he oversaw a $1.5B mixed-use real estate portfolio and created the investment strategy for over 30 assets including leasin ... (view full description)

Zurab Moshashvili

Partner
Anchin Block & Anchin, LLP

Audit Partner specializing in the real estate industry.  

Ryan Munoz

Director
Cadre

Ryan is a Director on the Investments Team. Prior to joining Cadre six years ago, Ryan was a real estate acquisitions professional at Morgan Stanley, where he sourced, underwrote, and executed on value-add and opportunistic real estate transactions globally. Prior to Morgan Stanley, Ryan was a commercial real estate investment banker at Wells Fargo Securities, where he executed on over $20bn of commercial real estate structured products. Ryan holds a Bachelor of Science in Management (Finance) from MIT.

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Founder and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 60 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is a ... (view full description)

Daniel Nagler

Executive Vice President, Director of Capital Markets
Cabot, Cabot & Forbes

Daniel Nagler is Executive Vice President – Director of Capital Markets at Cabot, Cabot & Forbes (“CC&F”), a 100+ year old real estate development and investment firm located in Boston, MA. Daniel is responsible for leading the capital market strategy and planning activities at CC&F. This includes securing equity and debt for new and existing real estate projects, structuring and negotiating agreements with capital partners, and providing on-going investor relations for the firm. Additional responsibilities include identifying, underwriting and acquiring new projects, and providing investment analysis for properties within the firm’s portfolio. In complement to these responsibili ... (view full description)

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

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

Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

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

Brian Newman

Senior Vice President & Portfolio Manager
Ventas

Brian Newman is a Senior Vice President and Portfolio Manager of the Ventas Life Science and Real Estate Fund, and runs the Ventas Investment Management private capital platform. As such, Brian is responsible for the investment and asset management functions of the Fund with Ventas’s dedicated teams, as well as strategic planning and investor relations. Prior to joining Ventas in 2016, Brian had an extensive career in private equity, including Managing Director and Head of Real Estate at Madison Dearborn Partners; Managing Director and Co-Head of the Americas at Merrill Lynch’s Global Principal Investments equity and debt real estate investment platform; Principal at Walton Street Capi ... (view full description)

Chris Niederpruem

Managing Director & Group Head of Real Estate Finance
CIT Bank

Chris Niederpruem is managing director and group head of Real Estate Finance at CIT. His team provides stabilized, value-add and construction loans between $25 million and $150 million to highly experienced and well-capitalized sponsors.  The team originates, underwrites and manages the loans, which are primarily focused on office, multifamily and industrial properties in major markets nationwide. Prior to CIT, Niederpruem served as director of U.S. Property Finance for Bank of Ireland where he was responsible for new business origination. Before joining Bank of Ireland, he worked for the Commercial Real Estate Banking Group of Anglo Irish Bank in New York.  He also worked ... (view full description)

Candace Norville

Principal
Norcap/Sio

Richard O'Brien

President & CEO
Athena Real Estate, LLC

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

Tricia Peterson

Managing Partner
Accord Group Holdings

Ms. Peterson, who has over 23 years of real estate and capital raising experience, serves as a Managing Partner and Chief Operating Officer. Prior to joining Accord, she was Director of Capital Markets for Pacific Urban Residential, a multifamily investor and operator focused on urban West Coast markets. Prior to that, she was a Senior Vice President with Macquarie Capital’s Real Estate Private Capital Markets Group. Prior to that, Ms. Peterson was a founding member and Senior Vice President at Presidio Partners LLC.  Previously, she was a member of the real estate investment banking group at Lehman Brothers, as well as the firm’s healthcare and media & telecom investment banking teams a ... (view full description)

Joe Petrusky

Director of Acquisitions
TCS Anika Homes

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

Robin Potts

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

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

John Provenzano

Director-Real Estate Valuation and Advisory
Baker Tilly

John Provenzano is a director with Baker Tilly’s real estate and construction team. He specializes in valuations and appraisal reviews primarily related to mergers and acquisitions, financial reporting, tax/estate planning, bankruptcy reorganization, and litigation support. John has assisted in the valuation of companies, which consist of, but are not limited to the following industries: pharmaceutical, life sciences, wineries/vineyards, telecom and media, chemical, hospitality, retail, and airlines. He has performed valuations of real and personal property assets for tax and financial reporting, fresh start accounting, insurable values, litigation disputes, divestitures, cost segregation, a ... (view full description)

Elaine Rasmussen

CEO/Board Member
Social Impact Strategies Group/Swift Family Foundation

Ms. Y. Elaine Rasmussen is Founder/CEO of Social Impact Strategies Group (SISG) a Black/Native-led certified B-corp social enterprise. SISG provides consulting on impact investing and racial equity in industries such as finance, healthcare, tech, and philanthropy. Rasmussen’s clients include Allianz, Frontier Incubators, Beta.MN, Swift Family Foundation and Greater Twin Cities United Way. Rasmussen is also the founder of ConnectUP! Institute a social finance and enterprise development studio. The Institute offers action-based learning experiences for investors & underestimated entrepreneurs. Rasmussen also produces the annual ConnectUP! MN Summit which closes the 180 degrees of separatio ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Mr. Root is a co-founder and managing principal of Blackfin Real Estate Investors.   Blackfin was founded in August of 2016 and currently owns approximately 3,000 apartments across the east coast.  Blackfin focuses on high quality multifamily properties throughout the Northeast, Mid-Atlantic and the Carolinas. Blackfin seeks opportunities in markets with expected growth prospects and strong underlying fundamentals, and actively engage in managing and repositioning assets to maximize their ultimate competitive position.  Mr. Root is responsible for the acquisition and asset management of the venture’s investment portfolio. Prior to co-founding Blackfin Mr. Root was a Managing Director o ... (view full description)

Edward Sarkisyan

Managing Partner
Smart Build LLC

Ed founded Smart Build, while attending Babson College nearly two decades ago, graduating with dual concentration in Entrepreneurship and Finance. The combination of these two disciplines gave Ed the skillset to build Smart Build into one of the leading multi-family renovation service providers in the North East. Ed actively maintains a variety of construction licenses from the Mid-Atlantic to New England states, and continues to supervise all phases of the construction process, to ensure that the quality of every project is done to the same high standard he established nearly twenty years ago. Ed has participated as both an owner and investor in  the value-add and development of numerous mu ... (view full description)

Chris Schilling

Director of Acquisitions
Hudson Valley Property

Chris joined Hudson Valley Property Group in 2017 where he serves as a director in the acquisition team. He leads the acquisition and preservation of affordable housing communities for the company nationwide. At HVPG to date, he has led the investment of over $300 million in equity to date, comprising of $1.2 billion in total investments and 6,500 units. 
Prior to joining the team, Chris held various roles in the Agency and FHA Multifamily lending space, including working as a loan originator, underwriter and program head.
 

Andrew Schwartzman

Principal
FD Stonewater

As a Principal with FD Stonewater, Andrew is an investor who focuses on single and multi-tenant office and industrial strategies primarily in secondary and tertiary markets throughout the U.S. The firm's investment and development businesses principally believe in the alignment of interests with its capital partners and tenants.    FD Stonewater is a boutique real estate investment, development and advisory firm with national capabilities delivered through active management and entrepreneurial leadership. The firm's principals have been involved in more than $10 billion of investments and acquisitions, $725 million in federal and commercial development, and over 45 million square ... (view full description)

Robert Shaw

Director
Standish Real Estate

Robert Shaw, CPA Director Robert has over 30 years professional experience, mainly focused on managing finance, accounting, reporting and operational groups, including third party administrators and joint venture partners, at large global private equity real estate investment funds Morgan Stanley Real Estate and Silverpeak Real Estate (formerly known as Lehman Brothers Real Estate Partners). Prior to joining Standish, Robert was a Managing Director at Allvue Systems, where he was Product Manager for Real Assets and Private Equity Portfolio Monitoring solutions. Robert started his career at Friedman LLP (fka Friedman, Alpren & Green (mi ... (view full description)

Mark Sizemore

Enterprise Partnerships
Appfolio Investment Management


AppFolio Investment Management is an on-demand, one-login platform that provides flexible, powerful tools to streamline real estate investment management. Created by the award-winning team behind AppFolio Property Manager and AppFolio Property Manager PLUS, AppFolio Investment Management is designed to impress investors, increase productivity and grow your business.

James Solomon

Principal
Ravinia Capital Group

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

Brendan Sparrough

Senior Managing Director
CrowdStreet

Prior to joining CrowdStreet, Brendan led U.S. real estate investment banking for Sera Global, a subsidiary of Brookfield. While at Sera, he focused on M&A, corporate and portfolio-level tactical advisory and liquidity solutions for both LPs and GPs.  Prior to Sera Global, Brendan led the real estate capital markets practice for EY.  Brendan began his career in investment banking and private equity at various boutique firms in the US and Europe. Over his 20-year career, Brendan has invested in, advised on, or raised capital for approximately $25 billion dollars of real estate assets and platforms. During that time, he has developed a deep understanding of the key drivers of v ... (view full description)

Alan Stanzler

Chief Investment Officer
Fassino Family Office

Alan L. Stanzler is Chief Investment Officer and Managing Director of Fassino Family Office, a single family office in Boston and Palm Beach.  He is responsible for all alternative investments including real estate, private equity, and direct real estate investments.  Alan practiced real estate and corporate  law in Boston for more than 30 years and has been an investment adviser to this family office and other families for more than 12 years.  He has been a director and member of the audit committee of three public companies.  He has also been a trustee and director of several non-profit organizations including Emerson College, Brown University Sports Foundation, University of Melbourne, an ... (view full description)

Jessica Stern

Associate
Morrison & Foerster

Jessica Stern is an associate in the Federal Tax Department in the San Francisco office. Ms. Stern’s experience spans a wide range of transactional, structuring and advisory tax matters affecting businesses in both the domestic and international contexts. She regularly advises with respect to tax issues in the areas of corporate reorganizations, joint ventures, partnerships, real estate investment trusts, capital markets transactions, structured products, renewable energy, mergers and acquisitions, tax controversy, transfer pricing, and tax exempt organizations. Ms. Stern is the author or co-author of a number of articles, including MoFo’s Quick Guide to REIT IPOs and Tax Reform: Key C ... (view full description)

Robert Stern

Managing Partner
Castle Hill Investors, LLC

Robert Stern, Founder and Managing Partner of Castle Hill Investors, has a 30 year plus real estate background, encompassing finance, investments, portfolio and asset management, workouts, development and general management. He has invested in all property types throughout the Americas, Europe and Asia. Castle Hill serves along the continuum between a pure real estate operating company and an investment management firm. The firm frequently serves on its own as an investor/operator/developer, and also invests as a co-GP alongside local and product based operators. Castle Hill connects capital to real estate in ways that bridge the capital/operator divide — providing investors acce ... (view full description)

Maria Surina

Senior Investment Director
Cambridge Associates

Maria is a Senior Investment Direct and a member of the Real Assets Investment Group. She has over 12 years of experience in real estate investment, portfolio management, and valuation.  Maria joined our Boston office in September 2018. In her role, she will focus on the group’s real estate investment activities primarily in private markets and across different structures such as funds, co-investments, and direct investments. Prior to joining Cambridge Associates, Maria was an Assistant Vice President at Bain Capital Real Estate, formed from the spin out of Harvard Management Company’s Real Estate Investment Group. During her tenure there, Maria was responsible for execution of all ele ... (view full description)

Zale Tabakman

President
Local Grown Salads

Zale Tabakman is the President of Local Grown Salads, an Indoor Vertical Farming company.

We are located in Philadelphia in an Opportunity Zone.

We are opening 200 Indoor Vertical Farms in the next 200 years.
Each Farm will be operating in an Opportunity Zone in an industrial building.

Please free to reach out and see how we can work together.

 

Scott Tavolacci

National Director of Sales
Yardi Investment Management

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

Brian Thayer

Director of Sales
AvidXchange

As a Director of Sales for AvidXchange, Brian Thayer specializes in helping companies streamline accounts payable operations and creating efficiencies through automation and best practices.
Throughout his ten-year tenure at AvidXchange, Brian has worked with hundreds of Real Estate companies, helping them evaluate and implement automation solutions. He is passionate about helping businesses become more efficient, reducing their environmental footprint, and positioning organizations to grow with negative financial impact.
 

Amy Tiemann

CEO
TM1 Capital

Jose Torres

Managing Partner
Monllor Capital Partners

Jose A. Torres, born in Ponce, Puerto Rico, is the managing partner and founder of Monllor Capital Partners LLC (“MCP”), a minority owned alternative asset management and advisory firm focused on tax-advantage ESG investing in Opportunity Zones throughout Puerto Rico.   MCP’s mission is to invest in the future of Puerto Rico by making and facilitating tax-advantaged investments. MCP, as General Partner, organized Puerto Rico Opportunity Zone Fund, LP (“PROZ”), a Qualified Opportunity Fund.  PROZ’s ESG commitment is to invest in renewable energy, sustainable business, and infrastructure in qualified opportunit ... (view full description)

Mark Trocolar

VP, Industry Principal
RealPage Investment Management

Mark has over 25 years of experience in information technology for alternative assets. Specializing in commercial real estate, Mark has an extensive track record planning and managing global technology projects with a focus on data management. He has successfully implemented accounting, real estate information management and business intelligence applications for global enterprise clients. Prior to joining RealPage, Mark was a Managing Director at Hipercept, a commercial real estate consultancy and services provider, and a VP at PGIM Real Estate responsible for several real estate property management, data quality and reporting applications.

Nathan Turner

President
Earnest Inc

Nathan Turner is known across the US as the “the Canadian Note Guy”. Having run several businesses, including fix and flip real estate, he discovered mortgage notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc, and manager of the US based Earnest Investing LP note fund where he actively manages assets for accredited passive investors with a focus on purchasing performing and non performing 1st lien mortgages in the US with the intention of reworking the non performers to keep or resell as performing loans, or REO properties. He is also the owner and host of ... (view full description)

DJ Van Keuren

Co-Managing Member
Evergreen

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

Brian Vaughn

Sr. Director - Operational Technology and Solutions Lead Digital Advisory
Cushman & Wakefield, Inc.

As a Senior Director within Cushman & Wakefield’s Advisory services, Brian creates awareness and understanding of the vendor and landscape of real estate technology for C&W’s clients. Our goal is to provide guidance on deployment and technology selection to achieve better outcomes. Brian leads the Digital Buildings practice within Advisory which focuses on technology within the building such as networking, sensors, and systems along with software solutions to help optimize performance from an operations and sustainability perspective. C&W’s partner first approach enables Advisory to create an Eco System of best in class technology to solution for our clients. ... (view full description)

Davide Visco

Managing Director
Taurus Investment Holdings LLC

Dave has over 25 years of capital markets experience.  He is responsible for capital raising, product development and investor relations.  Dave is a member of Taurus’ investment and ESG committees and works closely with the acquisition and asset management teams.  Prior to joining Taurus, he was with Bank of America Merrill Lynch and JPMorgan & Co.  Dave holds advisory and board positions with several educational institutions.  Dave received a B.S. from Babson College.

Adam Walker

Principal
Juniper Square

Adam Walker is a Principal at Juniper Square.  He joined Juniper Square in early 2021. Adam has spent most of his career in the fund administration space covering various operations and management roles, leading teams servicing alternative investment fund vehicles. Prior to joining Juniper Square, Adam was the controller for a real estate private equity manager. Adam has a dynamic background with a wide breadth of understanding in relation to fund operations, industry standards, and overall management demands that funds require.

Jason Weissman

Founder & Principal
Boston Realty Advisors

Jason S. Weisman was born in Boston, MA.  He attended Newton South High School, graduated from Curry College in three years and received an MBA from Babson College.  While attending university, Jason began his career in real estate working for a local brokerage company and that is where he fell in love with the built environment and the art of the deal.   Mr. Weissman founded Boston Realty Advisors in 2001.  At the time, Jason was a pioneer, one of the first in the industry to embrace the live-work-play model, now known as “mixed-use”.  He launched the firm with multiple service lines under one roof – created leadership roles for multifamily, office, retail, hospitality and user ... (view full description)

Sondra C. Wenger

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

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

Gary Werner

Managing Director
NextTier HD/NextTier Real Estate Investors

Mr. Werner oversees Next Tier’s  Investment and  Asset Management activities in the Mission Critical/Mixed use arena. Mr. Werner brings over 20 years of diversified commercial real estate experience to bear on supporting the NT plan for its assets under management and portfolio initiatives. Prior to that Mr. Werner was in a similar position with HDG Mansur providing real estate fund and asset management and property development services. While there, Mr. Werner and his team managed and advised on over $5.6 billion in real estate investments on behalf of private clients and select institutions worldwide. Mr. Werner also had turns at Mitsui Fudosan, UBS Realty Investors, Cornerston ... (view full description)

Elliot Wertheimer

Vice President - Head of SE Acquisitions
Goldman Sachs

Vice President in Real Estate within Goldman Sachs Asset Management, where he oversees the Southeast acquisitions vertical. Elliot joined Goldman Sachs in 2014 and has since worked in acquisitions, focusing on opportunities across product type and risk spectrum. Prior to joining the firm, Elliot worked at JP Morgan in the Global Real Assets Group. Elliot earned a BA from Cornell University.
 

Kevin White

Chief Investment Officer
Virtus Real Estate Capital

Kevin White, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing investment strategy, underwriting, due diligence, structuring and ultimately property level operations to assure fund objectives are met.  Mr. White is also a member of the Firm’s Executive and Investment Committees.  Mr. White has a sixteen-year track record of real estate investing.  Prior to becoming CIO, he was Managing Director – Acquisitions, leading the Virtus Alternative Multifamily Team for nine years.  While in this role, Mr. White led the efforts of acquiring $1.4 billion in assets across workforce housing, student housing, self-storage and education r ... (view full description)

Adam Whitmire

Fund Manager
Arabella Capital

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

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

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

Joe Williams

Cofounder
Keller Williams Realty International

Joe Williams is the Cofounder of Keller Williams Realty International, the world’s largest privately owned real estate franchise now operating with over 200,000+ residential agents and 2,500 commercial associates in over 54 countries. Their reputation as a top training organization and profitable franchise operator is highly respected. Their business model has been studied twice by the Stanford Business School, earning the moniker of the “Southwest Airlines” of the RE brokerage industry.   The company has shared over $1.5B in profit sharing (over and above commissions paid) with their agent partners and last year volunteered over 237,000 hours of community service throughout the country. ... (view full description)

John Zalkin

Partner
RKW Residential

RKW is a third-party multifamily property manager and advisory firm. John works wih many differnet develpers and owners helping them source deals and equity.

Andrew Zech

Chief Operating Officer
Nuveen Green Capital

Andrew’s Nuveen Green Capital Story Andrew leads Nuveen Green Capital’s originations, underwriting, transaction management, partner services, and go-to-market strategy. His team makes it easy for our partners to improve the sustainability and bottom line of their real estate assets with best-in-class sustainable finance products. Andrew joined Greenworks Lending (now Nuveen Green Capital) shortly after its founding in 2015. Prior to joining Nuveen Green Capital, Andrew spent seven years at The Advisory Board Company – a healthcare technology and consulting firm that has since been acquired by United Healthcare. At The Advisory Board, Andrew launched new products, ... (view full description)

Alexandra Zeuli

Director of Finance
Toll Brothers

Alexandra Zeuli joined Toll Brothers in 2016 as a member of the Corporate Finance team, which is responsible for the capital markets and investor relations activities of Toll, a Fortune 500 NYSE-listed company.  Since 2016, the Finance Department has raised over $20 billion from both the public capital markets and through project level financing, including for the company’s Toll Brothers Apartment Living (TBAL) and Campus Living rental platforms.  Alex has been the Finance Department’s point person for securing debt and equity capital for joint ventured rental apartment development projects totaling over $4 billion and 12,000 units with major domestic and international lenders and inst ... (view full description)
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Event Contacts for 22nd Annual US Real Estate Opportunity & Private Funds Investing Forum

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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