Andrew Aiello

Partner
Boulevard Family Wealth

Andrew has more than 25 years of financial service experience with specialization in insurance strategies for ultra-high net worth families, business owners and senior executives.  At Boulevard, Andrew is responsible for structuring insurance portfolios in conjunction with clients’ needs in the areas of estate, business, philanthropic and legacy planning services. Andrew worked previously with the Private Banking & Investments Group at Merrill Lynch, servicing their ultra-net worth clientele.  Prior to that, he worked at MetLife, also focusing on ultra-high net worth insurance strategies. Andrew began his career with Deloitte & Touche.  He currently serves on the board of American Co ... (view full description)

Sean Barrett

Co-Founder
Cornerstone Family Office, Inc.

MBA, Senior Wealth Strategist. Sean has over 20 years of experience as an international, corporate and private banker working with Senior Executives of companies across the U.S., primarily in Southern California. He left Citibank's Private Bank 15 years ago, where he managed relationships of high net worth clients, to build a wealth management practice in San Diego within the wire house segment. In 2010 he left Morgan Stanley-Smith Barney to form Cornerstone Wealth Advisors, Inc. (CWA) a Registered Investment Advisory Firm headquartered in Carlsbad California. "The firms goal is to build a truly independent best in class wealth management firm using Schwab Institutional to custody our client ... (view full description)

Robert Bergdolt

Partner
DLA Piper LLP (US)

Rob Bergdolt leads DLA Piper's representation of non-traded, publicly offered real estate investment trusts. Since 1992, Robert's practice has focused on securities regulations, corporate governance and mergers and acquisitions for REITs. Since 2003, Rob has headed his legal practice's representation of numerous non-traded REITs, including programs sponsored by Blackstone, Black Creek Group, KBS Capital Advisors, Phillips Edison, Resource Real Estate, CNL, Behringer Harvard and Wells Real Estate Funds, Sentio Healthcare Properties, Strategic Realty Trust, and Cornerstone Ventures. Chambers USA has repeatedly recognized Robert for his Capital Markets: REITs practice, and has noted ... (view full description)

Brian Buehler

President & CEO
Triton Pacific Securities

Brian Buehler, President & Chief Executive Officer Mr. Buehler has over 20 years of investment planning, product development and distribution experience within financial services, commercial real estate, alternative investments and private equity. Mr. Buehler is a Partner at Triton Pacific Capital Partners, LLC, oversees the firm’s capital markets strategy, bringing his expertise in building distribution platforms that have raised capital to support more than $2 billion of alternative investment strategies.  Mr. Buehler is a principal of Tasty Brands, LP, a member of the firm’s investment committee and is the President & CEO of its managing broker dealer, Triton Pacific Securit ... (view full description)

Kenneth Carpenter

President
Rodin Global Property Trust

Tony Chereso

President & CEO
Institute for Portfolio Alternatives

As President  & CEO of the Investment Program Association, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President and CEO for FactRight, LLC, a leading third party independent due diligence and research firm. Tony oversaw FactRight’s strategic initiatives, business development and operations. Prior to FactRight, Tony was the Director of National Sales for a national real estate syndicator and was responsible ... (view full description)

Michael Choate

Partner
Proskauer

Michael Choate is a partner in the Corporate Department and is a member of the Real Estate Capital Markets Group. Michael focuses on securities and corporate finance matters including public and private offerings of both equity and debt securities, with an emphasis on Real Estate Investment Trusts (REITs), mergers and acquisitions, corporate governance issues and federal securities compliance matters. Michael’s representative experience includes: >      Advising publicly-traded and unlisted REITs in equity and debt offerings of more than $20 billion >      Structuring public and private equity and debt offerings >      Representing publicly and privatel ... (view full description)

Eduardo Ciuffo

Investment Research Analyst
Commonwealth Financial Network

Ed Ciuffo is a Research Analyst at Commonwealth Financial Network, where he focuses on real assets, including real estate. Ed is directly involved in the due diligence process for all non-traded real estate products, including 1031 exchange programs. Ed has over eight years of experience in the Financial Services industry. Prior to joining Commonwealth, he worked at LPL Financial, where he traded mutual funds and ETFs for the company’s centrally-managed platforms. While at LPL, Ed earned a Master’s degree in Finance from San Diego State University. Ed holds his FINRA Series 7 and 63 licenses, as well as the Chartered Financial Analyst® designation.

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at www.thediwire.com.  His guidance has been sought out by t ... (view full description)

Joseph Delaney

Registered SEC Broker-Dealer
J.V. Delaney & Associates

Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a b ... (view full description)

Peter Fass

Partner
Proskauer Rose, LLP

      Peter Fass, a partner, co-heads the Real Estate Capital Markets Group, which handles all aspects of the disciplines involved in the execution of a real estate securities transaction (corporate, partnership, tax, ERISA, securities and real estate law). He is uniquely qualified to assist issuers, underwriters, lenders and investors (both taxable and tax-exempt) in evaluating a real estate securities transaction, structuring such a transaction and then executing the transaction from start to finish.         With over 40 years of experience in every type of real estate securities and syndication transaction, Peter has been counsel on many of the largest private and publicly off ... (view full description)

Brad Fryer

Managing Director, Director of Alternative Sales
Legg Mason

Kevin Gannon

Managing Director
Robert A. Stanger & Co.

Mr. Gannon serves as Chairman of Robert A. Stanger & Co., directing the firm's activities, including mergers and acquisitions, valuation, litigation support and advisory services. Mr. Gannon has been the lead banker on real estate consolidation and mergers and acquisition transactions involving over $40 billion of real estate and management company’s assets. Mr. Gannon has also been active in the analysis, evaluation and sale of corporate and partnership investments in real estate, oil and gas, equipment leasing, agriculture, bio-technology, and food processing. Mr. Gannon has completed more than $1 billion in financing transactions in these areas including bank financings and private an ... (view full description)

Taylor Garrett

CEO
Orchard Securities, LLC

Taylor Garrett is currently the CEO and Partner of Orchard Securities, LLC, an investment bank focused on structuring and capital raising for private and public securities related to alternative investments. He has been actively involved in capital raising and structuring for over 300 different programs the company has represented. Since 2004, Taylor has been involved in sourcing over $3.0 billion in equity. Mr. Garrett graduated from Utah Valley University with a Bachelor of Science in General Business Management and a Masters in Business Administration at Brigham Young University. Mr. Garrett played collegiate baseball and actively plays golf and enjoys endurance running. He ha ... (view full description)

James Gerkis

Partner
Proskauer

James P. Gerkis is a partner in the Corporate Department with extensive experience in sophisticated U.S. and global corporate transactions, including mergers & acquisitions, capital markets, venture capital, media, real estate and restructuring transactions.  He has represented a wide variety of financial institutions, Fortune 500 companies and growth companies.  James currently focuses on matters for clients in the technology, media and real estate industries.  Among other clients, James has represented iHeartMedia, Preferred Apartment Communities, Financial Guaranty Insurance Company, Oxford Analytica, Olshan Properties, the Financial Oversight and ... (view full description)

Jeremy Goff

Managing Director, Social Infrastructure
Tortoise

Mr. Jeremy Goff joined Tortoise in 2011 and currently oversees the firm’s social infrastructure business. Mr. Goff is a member of the Investment Committee for the social infrastructure business. Since joining Tortoise, Mr. Goff has led the development and launch of the firm’s interval, index and exchange traded fund business, clean energy initiatives as well as its private fund vehicle platform, as a member of the firm’s Strategic Development team. Previously, Mr. Goff worked for Blackstone in the firm’s private equity investor relations and business development group where he was responsible for developing and fundraising for their private funds including Blackstone Capital Partners V ... (view full description)

Jason Goode

Partner
Alston & Bird LLP

Jason Goode is a corporate partner and a member of the firm's REIT team. He focuses his practice on public and private securities offerings, mergers and acquisitions, corporate governance, securities law compliance, restructurings and other complex business transactions. He is a frequent speaker on securities and corporate governance issues. Mr. Goode regularly represents corporations and private equity firms in acquisitions, divestitures, mergers, financings and leveraged buyouts. He also represents numerous companies (including REITs) in their fund formation, public securities offerings and private placements. Mr. Goode regularly advises boards of directors on corporate governance is ... (view full description)

Erin Gray

CCO & Group General Counsel
CNL Financial Group

  Executive Profile                         ... (view full description)

Louis Greco

Managing Director, RIA Channel
CION Investments

Louis Greco serves as Managing Director for CION Securities. Mr. Greco joined CION in 2015 as an Internal Sales Specialist covering several territories and served as the National Sales Desk Manager before being named Managing Director. Prior to joining CION, he worked for AllianceBernstein, LP where he covered several regions of the U.S. in various channels, including Defined Benefit and Defined Contribution Investment-Only, Sub-Advisory/Insurance and US Retail. Previously, he worked for Automatic Data Processing (ADP, Inc.) where he partnered with and supported small-to-middle-market U.S. companies to implement tax-strategies through Corporate 401(k) and SIMPLE IRA plans. Mr. Greco re ... (view full description)

Neil Greene

SVP & Due Diligence
Newbridge Securities

Neil Greene’s career in the financial services industry began more than 27 years ago in the New York office of Lehman Brothers.  Currently, Neil is responsible for due diligence related to alternative investments and other packaged products, as well as the sales and marketing of the investments approved for sale at Newbridge Securities Corporation.  Neil has a diverse background in the financial services industry and is credited with building the insurance, annuity and alternative investment departments at Newbridge Securities.  He takes a strategic, yet personal approach when reviewing offerings and is active in the due diligence community attending various seminars and industry ... (view full description)

Solomon Halpern

President
Highlander: A Mindful Finance Company

Solomon Halpern President of Highlander Wealth Services, and the original pioneer of Mindful Finance. He has over 20 years of experience in financial markets and managing businesses. His broad investment background includes creating proprietary impact and traditional investment strategies, managing outside managers, and structuring and analyzing private investments, with a specialty in ESG/Impact investing and private credit.
Sol consults and has taught on the topic of Mindful Finance in some of the largest financial institutions in the world as well as at universities, including Bank of America, the University of St. Gallen, and Bordeaux’s Kedge Business School.

John Harrison

Executive Director & CEO
ADISA

John Harrison has been the Executive Director/CEO of ADISA (the Alternative and Direct Investment Securities Association) since 2012, where—along with a prestigious Board of Directors and dedicated staff—has led the organization to rebound as the alternative investment industry’s strongest association, with record events and vibrant programs. John has been in association management over 25 years and served in industry, education, and health associations both in the US, Europe, and the Middle East. Before taking the helm at ADISA, John was VP of Global Planning and the Foundation Executive Director at TAPPI, the paper industry’s association, where he worked for 14 years. His industry writ ... (view full description)

Howard Hill

Managing Director, Institutional Business Development
Claraphi Advisory Network, LLC

Howard Hill has over 30 years of experience in the financial services arena and is an entrepreneur based in Scottsdale Arizona.  He has spent time as a financial consultant, advisor, corporate business development and national strategic partnership executive, private equity investor, real estate investor/developer, and a venture capitalist.  Formerly, Mr. Hill was the VP of Strategic Partnership and Development at Nationwide Insurance and GE Capital Services and also VP of Business Development for LPL Financial and Folio Institutional/Folio Investing. He also helped build the RIA distribution channel for a national IMO, Shurwest.   Mr. Hill and his wife, Kyla, are parents to a wo ... (view full description)

Howard Hirsch

Chief Legal Officer
Griffin Capital Essential Asset REIT

Howard S. Hirsch is the Chief Legal Officer and Secretary for Griffin Capital Essential Asset REIT II, Inc., positions he has held since April 2019. From June 2014 to April 2019, Mr. Hirsch served as Vice President and Secretary. Mr. Hirsch served as Chief Legal Officer and Secretary of Griffin Capital Essential Asset REIT, Inc. (GCEAR) from December 2018 to April 2019. Prior to that, he served as GCEAR's Vice President and Assistant Secretary from January 2015 until December 2018. Mr. Hirsch also serves as Vice President and Assistant Secretary of Griffin Institutional Access Real Estate Fund, positions he has held since January 2015; and as Vice President and Assistant Secretary of Griffin ... (view full description)

Jean Ho

COO
Rich Uncles

Ms. Jean Ho. Ms. Ho is Chief Operating Officer, Chief Compliance Officer and Secretary of the Rich Uncles entities.  She previously served as the Chief Financial Officer between January 2016 and November 2017. Ms. Ho is also an adjunct professor of taxation at California State University, Fullerton’s Mihaylo College of Business and Economics. From 2010 through 2015, Ms. Ho served as the Chief Operating Officer and Chief Financial Officer of Soteira Capital, LLC, a southern California-based, registered investment adviser with approximately $250 million under management that serves investment companies, pooled investment vehicles, pension and profit sharing plans, high net wor ... (view full description)

Paul Horn

Founder & CEO
H2Cyber

Paul Horn is a seasoned Cybersecurity Executive with 20 years of experience based in Prosper, Texas.  Paul previously served as the Chief Information Security Officer for an independent Broker-Dealer with billions of dollars in assets under management and thousands of Advisors spread across the United States. Paul has been a part of several FINRA and SEC Cybersecurity sweeps and examinations and maintains a deep understanding of the regulatory requirements associated within financial institutions as well as prioritizing risk remediation activates. With a sister company operating in the tax preparation space and a large majority of Advisors having a separate tax practice Paul has a deep under ... (view full description)

Michael Kessler

Partner
Alston & Bird LLP

Eric Lee

ESG & Impact Analyst
TriLinc Global

As part of the TriLinc's Investment Team, Eric analyzes company ESG policies and practices, and tracks and reports on their Impact. Prior to joining TriLinc, Eric’s experience includes: Summer and Fall Associate at Sustainable Insight Capital Management and a Sustainability Consultant for Bloomberg Associates. Eric graduated from Cornell University with a B.S. in Biological Sciences and a Business minor; he later obtained an M.S. in Sustainability Management with a concentration in Sustainable Finance from Columbia University. Eric sits on the Board for Net Impact Los Angeles, a local non-profit in the Greater Los Angeles area dedicated to creating positive social and ... (view full description)

Rosemarie Leong

Due Diligence Manager
Silverhawk Private Wealth

Rosemarie brings 20 years' experience in the securities industry, currently serving as due diligence consultant for Silverhawk Private Wealth, a wealth management firm located in Scottsdale, Arizona. She has worked in wholesale distribution channels, as a financial advisor at Paine Webber, managed the top financial planning team at SmithBarney/Los Angeles and served as a VP at Prudential Financial/Los Angeles where she became the firm's #1 national high net worth client asset manager. Previously, Rosemarie was a statistical analyst at the United Nations International Labor Organization (ILO) in Geneva, Switzerland. She is fluent in five languages.

Eddie Lorin

Co-Founder
Alliant Strategic Investment Funds

Eddie Lorin co-founded Strategic Realty Capital as a culmination of his 25 years’ experience in investment real estate. SRC has a mission to provide value to its shareholders and more important, its residents. Since 2008, SRC has purchased close to 10,000 units in over 40 transactions and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. Prior to forming SRC, Lorin was the exclusive acquisition advisor to a large national apartment company where he led the acquisition of 130 properties; 25,000+ units contained in over $2.2 billion in real estate. Other real estate ex ... (view full description)

Donald MacKinnon

Portfolio Manager, Commercial Real Estate
Sound Point Capital Management

Michael Mansur

Founding Advisor
Castleview Partners, LLC

Scott Martin

CIO, CIMA
Kingsview Asset Management LLC

Jonathan Miller

President & CEO
Parsonex Enterprises

Jonathan Miller is the President & CEO of Parsonex Enterprises, Inc. and its affiliates and has been an investment professional, financial services executive and entrepreneur for over 18 years. Mr. Miller owns several companies including two broker dealers, an SEC registered investment adviser, an insurance agency, and a franchise company.  The firm has approximately 70 representatives and 10 branch offices and is headquartered in Englewood, Colorado.  In 2015 the firm acquired Avere Financial Group, LLC, a private placement broker dealer in Dallas, Texas to increase its distribution of alternative investments.  Mr. Miller is a founding partner of Apex Integrated Capital, LLC ... (view full description)

Kirk Montgomery

Partner
Kirk Montgomery Law, LLC

Kirk Montgomery is the Managing Partner of Kirk Montgomery Law, a law firm specializing in legal and regulatory matters related to real estate and other private placement offerings as well as broker dealer, registered investment advisor and family office law and governance.   Kirk is also a principal of recently formed Addison Montgomery, LLC, a consulting company focused on the structuring, formation and distribution of alternative investments. Addison Montgomery also specializes in charitable foundation formation, governance, strategic grantmaking and next gen program development.   For over 30 years, in addition to private practice experience, Kirk served as Genera ... (view full description)

Brian Nelson

President & Founder
NB Private Capital

In April 2018, Brian Nelson founded NB Private Capital, a student housing investment company that focuses on securing properties that have stable occupancy near the historical dependability of a university. The goal of NB Private Capital is to leverage Brian’s extensive experience in student housing to create a more investor-centric firm that places greater emphasis on property performance, investor communication, and long-term relationships.   In its inaugural year, NB Private Capital acquired greater than $200 million in student housing assets while averaging a 97 percent occupancy on all DST assets. NB Private Capital was one of the first to introduce a 24/7 accessible investm ... (view full description)

Orla O'Connor

Principal
KPMG LLP

Orla is a Tax principal based in KPMG's San Francisco office providing tax consulting and compliance services to asset management clients, with a specialization in Patient Capital/Evergreen Structures, Impact Investing, Cross-border Structures, and the Real Estate Industry. Before joining KPMG, Orla most recently served as legal counsel in the Washington, DC office of Goodwin Procter, where she advised real estate and private equity clients on transactions, private letter rulings, and tax policy matters. Previously, Orla served as acting special counsel to the deputy chief counsel (technical) at the Internal Revenue Service, where she reviewed over forty published gui ... (view full description)

Daniel Oschin

Chief Strategy Officer
Shopoff Realty Investments, L.P.

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the companys platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than twenty five years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of ... (view full description)

Matthew Peurach

Partner
Morris, Manning & Martin, LLP

 Matt Peurach is Co-Chair of the firm’s Opportunity Zones Practice. A large portion of Matt’s practice focuses on structuring commercial real estate transactions, negotiating and drafting partnership agreements and LLC agreements documenting equity investments in real estate, as well as structuring private equity funds and other joint venture-related entities predominately focused on real estate investments.   Matt also advises clients on tax issues associated with real estate and other corporate transactions, including qualified opportunity fund investments in qualified opportunity zones, like-kind exchanges under Section 1031 of the Code, affordable housing/low income housing t ... (view full description)

Mark Quinn

Director of Regulatory Affairs
Cetera Financial Group

Mark Quinn is the Director of Regulatory Affairs for Cetera Financial Group, the corporate parent of a group of broker-dealers and Registered Investment Advisors with more than 7,500 representatives located across the United States.  He manages a team of professionals responsible for examinations, investigations, and enforcement activity with regulatory agencies including the SEC, FINRA, DOL, and state securities authorities.   He is also responsible for advocacy and development of regulatory policy on behalf of the firm.   Prior to joining Cetera, Mr. Quinn was the Chief Risk Officer of First Allied Securities, Inc., and was formerly Senior Vice President and General Counsel of Royal Allian ... (view full description)

Mary Katherine Rawls

Associate
Morrison & Foerster LLP

Mary Katherine Rawls is an associate in the Corporate Finance | Capital Markets and REIT groups. Her practice focuses on representing public and private companies in general corporate matters, securities offerings, and compliance with an emphasis on non-traded REITs and private real estate funds.
Ms. Rawls regularly advises issuers and broker-dealers in securities offerings, including initial public offerings, follow-on offerings, and private securities offerings under Regulation D.  She also advises public and private companies and boards of directors on corporate governance, securities law compliance, disclosure and reporting obligations, and general corporate matters.

Kay Redlich

CTO
CNL Financial Group, LLC

Rich Rodriguez

CEO
Anchor Capital

Licensed since 1997, Rich has worked for Morgan Stanley, Bank of New York Mellon, Schwab and JP Morgan CHASE. Since 2010 he has been independent and  has launched and led multiple practices.   Rich is currently licensed to provide investment advisory services and securities sales through Calton & Associates, Inc. and is in the process of structuring a new RIA firm. Rich specializes in alternative investments; since 2010 his teams have helped individuals invest over $30,000,000 in retail alternatives. He has moderated and spoken on numerous panels on the topics of alternative investments for individual investors at national conferences including IMN's Non-Traded REIT Symposiums in New Yor ... (view full description)

Aaron Rosen

Co-Portfolio Manager
Pinhook Capital

Thomas Rosenfield

President
HillStaffer

Mitchell Sabshon

President & CEO
Inland Real Estate Investment Corporation

Mitchell A. Sabshon is President and Chief Executive Officer of Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of real estate investment trusts and private securities products.  He is responsible for leading the execution of Inland Investments’ long-term business strategy and capitalizing on opportunities for new product development and growth. Mr. Sabshon is also Chief Executive Officer and President of Inland Real Estate Income Trust, Inc., a publicly registered, non-listed multi-tenant retail REIT and of Inland Residential Properties Trust, Inc., a publicly registered, non-listed multi-family REIT, and Chief Executive Officer of Inpo ... (view full description)

H. Michael Schwartz

CEO
SmartStop Asset Management

Bradley Shafer

Senior Manager
Charles Schwab & Co., Inc.

Bradley Shafer is a Senior Manager at Charles Schwab & Co., Inc.  He is a product manager for alternative investments at Schwab, including for the Schwab Alternative Investment OneSource® platform and the Schwab Alternative Marketplacetm platform.  Brad has worked at Schwab for more than 24 years and with alternative investments for more than 17 years.  Prior to working with alternative investments, Brad managed the securities operations department, delivered retirement and educational account training, and was a branch financial consultant.  He began his career in the retirement services department.  He is a Chartered Alternat ... (view full description)

Jeff Shafer

Co-Founder, CEO
CommonGood Capital

Shane Shelley

Partner
Morrison & Foerster LLP

Shane Shelley is a partner in the Tax Department in the San Diego office of Morrison & Foerster. He has a comprehensive tax practice with a focus on U.S. federal income tax matters. Mr. Shelley has substantial experience counseling on the tax aspects of business and capital markets transactions and offerings, including mergers and acquisitions, fund formations, venture capital investments, international structuring and complex financial products. He has developed a particular and nationally recognized expertise in the taxation of REITs, providing advice to his REIT clients on a day-to-day basis and in connection with their significant offerings and other transactions. His breadth of expe ... (view full description)

Kevin Shields

CEO
Griffin Capital Corporation

Mr. Shields founded Griffin Capital in 1995, serves as the Company’s Chairman and Chief Executive Officer, and is based in the firm’s headquarters in El Segundo, CA. Griffin Capital is the sponsor or co-sponsor of two ‘40 Act Interval Funds and several public, non-listed real estate investment trusts: Griffin Institutional Access® Credit Fund and Griffin Institutional Access® Real Estate Fund, for which Mr. Shields is the President and a Trustee, Griffin-American Healthcare REIT III, Inc. (GAHR III) and Griffin- American Healthcare REIT IV (GAHR IV), for which Mr. Shields serves as a Board of Directors observer, and Griffin Capital Essential Asset® REIT, Inc. ... (view full description)

William Shopoff

President
Shopoff Realty Investments L.P.

William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P.  Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting.  Mr. Shopoff has acquired over 1,000 properties on behalf of his various entities, including the acquisition of over 6,000 apartment units (fee or mortgage loans) and the entitlement of over 7,000 lots/units of land suitable for single-family or multi-family development.  ... (view full description)

Clint Sorenson

Managing Partner
WealthShield Partners

Darryl Steinhause

Partner
DLA Piper

Darryl Steinhause is a partner in DLA Piper's Real Estate Capital Markets group. Darryl Steinhause has acted as lead counsel to REITs engaged in raising capital (pursuant to Regulation A and Regulation D) as well as roll-up REITs which were designed to allow owners of real property to contribute their property to an operating partnership in exchange for limited partnership interests. Both the UpREIT roll-ups and stand-alone roll-ups have similar and complex tax and securities considerations.  Mr. Steinhause has also been lead counsel to several preferred-interest offerings in operating partnerships and other REIT offerings. With more than 30 years of experience in highly technica ... (view full description)

Frank Tauches

EVP & GC
American Portfolios Financial Services, Inc.

Frank was born in Brooklyn, New York and earned a Bachelor of Arts degree from Fordham University and a Juris Doctor degree from St. John's University School of Law. Frank served on active duty for three years as a Captain in the United States Marine Corps. He remained active in the reserve and returned to duty again as a Colonel in conjunction with Operation Desert Shield/Desert Storm. He was elected President of the Marine Corps Reserve Officers Association in 1993 and retired in 2007 with forty-two years total service. He continues to serve on the Investment Oversight Committee of Marine Corps Community Services. Frank first entered the securities industry in 1974 ... (view full description)

Rosemarie Thurston

Partner
Alston & Bird LLP

Rosemarie Thurston is a partner and leads the firm's REITs and Real Estate Funds practice. Ms. Thurston represents numerous REITs, real estate funds and real estate operating companies in their fund formation, public securities offerings, private placements, mergers and acquisitions, joint ventures, roll-ups, and ongoing securities law compliance. Ms. Thurston also counsels broker-dealers on compliance with applicable regulations of the Financial Industry Regulatory Authority (FINRA) in connection with the distribution of securities. She is one of the nation's most experienced attorneys in public securities offerings for REITs, having been lead counsel for over $50 billion of the ... (view full description)

Jerry Verseput

President
Veripax Wealth Management, LLC

Jerry is a Certified Financial Planner™ and owner of Veripax Wealth Management, LLC, a Registered Investment Advisory firm in Folsom, California. Prior to establishing Veripax in 2006, Jerry was a senior-level manager at Intel Corporation since the early 1990’s. In addition to holding the CFP® certification, Jerry holds a BS in Computer Engineering from California State Polytechnic University, Pomona, and an MS in Engineering from Southern Methodist University. He is also a member of FPA (Financial Planning Association), and is registered as an MD Preferred Financial Advisor (a network for medical professionals). Jerry has been quoted in articles regarding investment strategy and financial t ... (view full description)

Paul Wendee

Managing Director
Paul M. Wendee & Associates, LLC

Blake Wettengel

CEO & Co-Founder
NB Private Capital

Blake Wettengel is Chief Executive Officer of NB Private Capital, LLC and its related entities. After beginning his career as an attorney, Orange County native Blake Wettengel turned to real estate investment as Chief Operating Officer of Nelson Brothers Professional Real Estate. Under his leadership, the investment company acquired nearly $1 billion of real estate holdings, and the company was ranked in the Inc. 500 as one of the fastest growing companies in the country. In his tenure, Mr. Wettengel has overseen the acquisition and management of over 8,000 beds of multi-family properties, securing nearly $1 billion in debt and equity. Today, he manages the acquisition and investment process ... (view full description)

Darren Whissen

President
Atomi Financial Group

Darren Whissen is a managing partner of four firms: 1) Atomi Financial Group, a boutique wealth management firm; 2) Aliso Advisors, a FINRA / SEC compliance consulting firm; 3) Link Alts, an alternative investment capital markets consulting firm, and 4) OpenAlt, an alternative investment due diligence digital solution. All four firms focus on the interactions between fee-based Registered Investment Advisers (RIAs) and alternative investment offerings. Prior, Darren was the executive vice president of marketing for a dealer manager focused on non-traded offerings. He has also served as the director of due diligence for a private equity investment bank, and the chief investment officer a ... (view full description)
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Event Contacts for 15th Annual Western Non-Listed Alternative Investment Products Symposium

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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