14th Annual
The Winter Forum On Real Estate Opportunity & Private Fund Investing
January 18 - 20, 2017
This is a past event. To see the list of our current events, please click  HERE

Jacob Abbott

Investment Officer
San Bernardino County Employees' Retirement Assn

Peter Adler

Managing Principal
Adler Consulting LLC

Pete Adler is the owner of Adler Consulting LLC, advising local government agencies on management and operations issues and public sector retirement plans for plan design and administration.  Previously, Pete was elected by members of the City of Arvada Retirement Plan (CARP) to the Board of Trustees in 1999 to fill an unexpired term, and re-elected to the Board in 2001, 2005, 2009 and 2013.  CARP is a mandatory 401(a) defined contribution plan with assets over $134M for 680 participants.  He was re-elected in February 2016 for a fifteenth consecutive year as Chair of the CARP Board, leading the plan through several re-statements, IRS favorable determination of qualified status, ... (view full description)

Amit Aggarwal

INVESTMENT OFFICER
Los Angeles County Employees Retirement Association

Jeffrey Alpaugh

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

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

Robert Anderson

Senior Director
Ten-X Commercial

Mr. Anderson began his career in 2006 focusing primarily on acquisitions, re-development and dispositions of commercial real estate. Since 2012, Mr. Anderson has been with Ten-X helping to manage and build their institutional client list on the West Coast. Ten-X Commercial is an online marketplace focused on the acquisition and disposition of real estate assets, utilizing an online platform both traditional and auction based.  To date Ten-X Commercial has transacted over $15B in commercial real estate sales across the United States.    Prior to 2012, Mr. Anderson was Regional Vice President for KBS Capital Markets Group, charged with raising funds throughout th ... (view full description)

Sean Armstrong

Managing Principal
Westport Capital Partners LLC

Mr. Armstrong is the Managing Principal of Westport Capital Partners LLC. He is one of three portfolio managers for its investment funds. Westport’s funds are principally focused on making opportunistic and distressed investments in real estate, mortgage debt, marketable securities and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and life-cycle of a real estate asset.    Throughout his career, Mr. Armstrong has been responsible for office, retail, self-storage, multi-family, industrial and hotel  investments across the United States, Europe and Japan. His experience runs the gamut from property acquisition throug ... (view full description)

Andrew Auerbach

Partner
Bryan Cave

Andrew Auerbach is a real estate private equity lawyer with over 15 years of experience structuring, negotiating and documenting complex real estate finance transactions across all asset classes. Andy has broad experience representing borrowers and lenders in all aspects of financings, including senior and subordinate loans, mezzanine loans, securitized loans, construction loans and preferred equity investments.  He also represents clients in connection with distressed situations, including workouts, foreclosures and restructurings.    Andy is the leader of the firm’s Real Estate Private Equity and REITs practice, working with his team to address client challenges and seize oppor ... (view full description)

Howard Barash

Principal
CohnReznick Advisory Group

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

David Barksdale

Partner
Ballard Spahr LLP

David A. Barksdale is Team Leader of Ballard Spahr's Private Equity Real Estate Team. He focuses his practice on transactional finance, including structured and syndicated finance, and project finance in the real estate and energy industries. In addition to representing both lenders and borrowers in a range of transactions, he has experience with acquisitions, development, leasing, workouts, and restructurings. Mr. Barksdale represents life insurance companies, financial institutions, and investment banks as lenders and equity investors in project finance, and as lenders in the origination of real estate finance for balance sheet or securitization. He also represents energy providers in obta ... (view full description)

Reza Basharzad

Senior Vice President
Paladin Realty Partners, LLC

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

Russ Bates

Head of the Americas, GIRE
Aviva Investors

Russ Bates serves as the Head of the Americas and is a member of the investment committee of the Aviva Investors Global Indirect Real Estate group, a real estate asset manager that invests with operating partners through joint venture, co-investment and fund structures.  The group manages over $6.5 billion in assets under management invested in over 150 holdings worldwide that are managed by 20 investment professionals located in New York, London and Singapore. Russ is responsible for the management of mandates and investments across the Americas, including the sourcing and underwriting of investment opportunities and evaluation of operators, fund sponsors and investment strategies. He was a ... (view full description)

Bruce Batkin

President & CEO
Terra Capital Partners, LLC

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused on mezzanine, preferred equity and bridge investments.  Since its founding in 2002, Terra has originated and managed over 300 investments in 45 million square feet of U.S. property.  It is the sponsor of Terra Income Funds, fixed income alternative investments sold to individual investors through a network of 20,000 financial advisors. Mr. Batkin has over 35 years’ experience in real estate acquisition, finance, development, management and investment banking. Prior to founding Terra, he held senior management positions at Merril ... (view full description)

Peter Benudiz

Partner
Sidley

Peter Benudiz is an accomplished real estate attorney and one of the foremost hospitality practitioners in the US. Experience: Peter Benudiz is experienced in all legal disciplines critical to hospitality and real estate projects, and understands all forms of real estate, hospitality, and financings, including private equity deals, traditional construction and permanent loans, convertible and participating debt, mezzanine debt deals, securitizations and other hybrid real estate and corporate debt transactions. Mr. Benudiz also has a wide breadth of experience in negotiating and documenting highly complex workouts and restructurings involving hospitality assets and real estate secured debt, ... (view full description)

Aditya Bhoopathy

Principal & Executive Vice President
Noble Investment Group, LLC

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

Gary Block

Managing Director
The Meridian Group

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

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and leads the Firm’s Commercial Real Estate Industry Practice in our West Region offices.  With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators. Prior to joining the Firm, Gregg served as director of tax for Los Angeles-based W ... (view full description)

Julia Boyd Corso

President
Interstate Equities Corporation

Julia is Co-President and Chief Operating Officer responsible for corporate operations and oversight of portfolio business plan execution. She sets the strategic direction of the company and its investment activities as a member of its Investment Committee. Prior to IEC, Julia worked in management consulting for Accenture. Julia graduated summa cum laude from Emory University with a B.A. in Economics and holds an M.B.A. from the Stanford Graduate School of Business. She is a member of the Urban Land Institute and the Stanford Real Estate Council.
 

Christopher Brodhead

SVP, Investor Relations
BROADSTONE

Christopher Brodhead joined Broadstone in August of 2013, and serves as Senior Vice President, Investor Relations. Chris oversees a team of Investor Relations professionals responsible for establishing relationships with new investors, wealth managers and Registered Investment Advisors, while servicing the firm’s growing Shareholder base. Chris also plays an active role in product development, UPREIT transactions, and special projects. Christopher comes to Broadstone from DeltaPoint Capital Management, a Rochester, N.Y.-based private equity firm, where he was Vice President of Business Development and Operating Director. In his capacity as Operating Director, Christopher worked w ... (view full description)

David Bryant

Partner
Katten Muchin Rosenman

David Butler

Co-CEO & Managing Partner
Argosy Real Estate Partners

David is Co-CEO and Managing Partner of Argosy Real Estate Partners, a real estate fund manager with approximately $2 billion in real estate assets under management through ten discretionary, commingled funds. Argosy invests alongside operating partners in joint ventures in opportunistic, value-add, core-plus, and Opportunity Zone strategies.  David has general management responsibilities for the firm's investment strategy, asset management, operations, and fundraising. He is a member of the firm’s Investment Committee and Management Committee.   Previously, he was Vice President and head of the San Francisco office for the real estate investment group of J.P. Morgan Investment M ... (view full description)

Sherri Caplan

Shareholder
Greenberg Traurig LLP

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

John Carrick

Managing Principal
Integrated Capital Management

John Carrick is Co-Founder and Managing Principal of Integrated Capital Management (ICM). ICM is a Los Angeles-based investment management firm that is privileged to invest the commercial real estate allocation of Disney and several other family offices around the country, as well as multiple registered investment advisors, high net worth individuals, and foreign capital sources.   Principal investments are capitalized through the firm’s various discretionary private equity offerings and are styled to help accomplished owners, operators, and developers of commercial properties scale their platforms and assets under management on a national basis by offering strategic co-investmen ... (view full description)

Peter Casey

Managing Director
Sack Properties

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

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

Ernie Ceberio

Chief Counsel of Americas
PGIM Real Estate

Ernie Ceberio is Chief Counsel, Americas for PGIM Real Estate (formerly Prudential Real Estate Investors) where he is responsible for overseeing legal affairs in the United States and Latin America.  While at Prudential, Mr. Ceberio has held several leadership roles.  He previously served as Deputy Chief Legal Officer for PGIM Real Estate overseeing international legal affairs in Asia, Europe, Latin America and the Middle East.  Most recently, Mr. Ceberio led the in-house legal teams responsible for supporting two business divisions at Prudential Retirement, which provide investment products and administration services to retirement plans. Before joining Prudential, Mr. Ceberio w ... (view full description)

Barry Chase

Managing Principal & CEO
Belay Investment Group

Mr. Chase is responsible for overseeing all investment activities for Belay Investment Group, LLC, and is a member of the firm’s Investment Committee. He has more than 35 years of institutional real estate investment experience. Prior to co-founding AVP Advisors, LLC in 2004 (the predecessor firm to Belay), Mr. Chase held senior executive positions at Koll Development, Cushman Realty Corporation and CT Realty, where he directed more than $2.5 billion in commercial real estate transactions through multiple market cycles. During his career Mr. Chase has been involved in all aspects of the real estate value chain, including deal origination, acquisitions/dispositions, asset management, ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

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

Peter Ciganik

Managing Director
GTIS Partners

Peter Ciganik is a Managing Director of Strategy, Research and Investor Relations at GTIS and leads the Investor Relations and Client Services functions across the Firm’s investment vehicles. In addition, Mr. Ciganik is responsible for the Firm’s macro and investment research, global strategy and new business development. Mr. Ciganik’s experience in the real estate industry began in 2002. Prior to joining GTIS in 2007, Mr. Ciganik worked with Morgan Stanley Real Estate Funds (MSREF) in London, and with Lehman Brothers Real Estate Partners (LBREP) in New York. In his prior engagements, Mr. Ciganik was responsible for the evaluation, financial modeling and due diligence of eq ... (view full description)

Rene Circ

Director of Research
CoStar Portfolio Strategy

Michael Congdon

Principal
Squar Milner LLP

Michael Congdon is a CPA and a Principal at Squar Milner LLP, in Southern California. He is a member of the firm’s Real Estate Advisory & Tax Services group, and has over 30 years’ tax and accounting experience in both public accounting and private industry. Michael’s main focus is U.S. federal and state income tax planning and compliance for real estate investments held through partnerships and real estate investment trusts, including foreign investment in U.S. real estate. Michael has over 20 years’ experience in public accounting and he has worked nearly a decade in private industry, first at HCP, an S&P 500 Healthcare REIT, and then as Vice President of Tax for Irvine Compa ... (view full description)

Frederick Cooper

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

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Jesse Criz

Partner
DLA Piper

Jesse A. Criz is a partner in the Real Estate Capital Markets group of DLA Piper. He represents institutions, investors, developers and entrepreneurial companies in all aspects of the real estate capital markets area, consisting of a wide variety of complex domestic and international real estate, corporate, and partnership transactions, including public and private securities offerings, formation of private real estate funds and all forms of public and private REIT transactions. Mr. Criz also concentrates his practice in the areas of federal and international taxation and the laws affecting business entities. Mr. Criz has extensive experience in the real estate area, including representation ... (view full description)

Robert Cudd

Senior Partner
Polsinelli

Robert Cudd is a senior partner practicing in the New York office of Polsinelli PC.  Mr. Cudd has over 30 years’ experience in a broad range of domestic and international tax matters, involving domestic and foreign partnerships, corporations, insurance companies, limited liability companies, joint ventures, master limited partnerships, private equity funds, real estate investment trusts and sovereign investment funds.  Mr. Cudd has had extensive experience structuring domestic and cross-border infrastructure, timber and energy funds involving public and private REITs, utilities, sovereign wealth funds, pension funds and foundations.  He has been involved in all of the tax as ... (view full description)

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of the General Partner and Dalfen Industrial. He has oversight responsibility for all of Dalfen’s businesses, investment activities, strategic direction, and resources. After joining the firm in 2006, Sean was instrumental in the firm becoming one of the largest buyers of industrial real estate, having executed over $6 billion of transactions involving in excess of 40 million square feet of industrial properties in North America. Prior to Dalfen, Sean worked at NAI Commercial as an Investment Sales Broker where he was one of the company’s Top 10 producers in Canada. Sean is involved in a variety of philanthropic activities and i ... (view full description)

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

With over 35 years of experience in commercial real estate, Jon Dishell has an extensive background across the spectrum of real estate capital markets activities.  His tenure in the institutional investment arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where most of his career was spent.  As a precursor to its 2006 IPO, DEI sponsored nine institutional commingled real estate funds, and two more as a public company, all totaling $1.9B.  For nine of these funds Jon was responsible for all investor relations functions within the firm inclusive of partner solicitation, client servicing, investor reporting, and consultant interface.  Additionally, for ... (view full description)

Michael Dombai

Managing Director, North America
Alter Domus

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

Jeffrey Dritley

Founder, Managing Partner
Kearny Real Estate

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

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

Keith Dunkin

Senior Vice President
RealPage, Inc.



Keith is responsible for the strategic vision, management and ongoing education for the revenue optimization and business intelligence platform at RealPage. He served an integral role in the growth and successful adoption of the company’s revenue management product YieldStar to the multifamily industry. His nearly 20 years of experience includes pricing and asset performance evaluation, following a career at JPI as manager of revenue management.

Brian Eisendrath

Vice Chairman
CBRE

Brian Eisendrath sources aggressive capital for institutional and high net worth clients. His ranking as one of the top originators in the country has garnered him extensive industry recognition. Brian is able to quickly and effectively meet the needs of his clients by tailoring a financing solution that is unique to their property-specific business plan. By leveraging extensive life insurance company, bank, CMBS, and bridge lending relationships, as well as CBRE’s direct lending relationships with Freddie Mac and Fannie Mae, Brian and his team are able to customize capital to maximize return on investment.​ 2016 – Originated over $2.3 billion in capital 2016 – Top 10 ranki ... (view full description)

Mike Elliot

Principal
CliftonLarsonAllen LLP

Profile                                      Mike Elliot is a tax principal in the Tampa office of Clifton Larson Allen.  With more than 20 years of combined public and private accounting tax experience, Mike manages a team of tax professionals responsible for tax compliance and consulting services.  He currently concentrates his practice working with companies in our Construction and Real Estate groups.    Prior to joining CliftonLarsonAllen, Mike gained his tax experience at four public accounting firms and the leading privately owned real estate/developer in the world.Experience Serving Clients ... (view full description)

Doug Engelman

Partner
TA Realty

Mr. Engelman joined TA Realty in 2003. Mr. Engelman’s primary focus is Acquisitions. Prior to joining the Firm, he was a Principal with PM Realty Advisors, where he held investment and portfolio management positions. Previously, Mr. Engelman was a Senior Vice President in the Los Angeles office of Heitman Financial, where he was responsible for arranging and managing third-party debt for institutional clients. He graduated from the University of Wisconsin, Madison with a B.B.A. in Real Estate and Urban Land Economics and an M.S. in Real Estate Appraisal and Investment Analysis.
 

Jonathan Epstein

Managing Partner
BentallGreenOak

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the United States, Asia a ... (view full description)

Dani Evanson

Managing Director
RMA, Inc & Align Finance Partners

Align Finance Partners provides fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.RMA is a private real estate investment management firm that invests in multiple property types throughout the United States.   Responsibilities and Experience: Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, acquisitions, dispositions, leasing, portfolio management and accounting. Prior to forming Align ... (view full description)

Robert Finlay

CEO
Investor Management Services

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Mr. Fisher joined Oaktree in 1995. He is a managing director and co-portfolio manager of Oaktree’s Real Estate Opportunities strategy. Mr. Fisher has been involved in the investment, management and fund raising of its real estate funds and predominantly focuses on West Coast opportunities. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, multi-family, hotels, retail, residential, industrial, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an assistant vice president in the Special Cre ... (view full description)

Jim Flaherty

President & Chief Executive Officer
CMBS.com / Backshop

We are a premier commercial real estate software and data company that has been in business since 2000.

Our enterprise software, Backshop, is origination and life of the deal asset management / servicing software used by some of the biggest lenders and investors including private equity, banks, insurance companies, and CMBS.

Our retail software, CMBS.com, is used by owners, brokers, and other CRE professionals to conduct online transactions. Our differences include on line valuation tools that allow value discovery and price of the service.

Karen Fleck

COO
RealtyMogul.com

Karen Fleck serves as the Chief Operating Officer of RealtyMogul.com and is in charge of Accounting & Finance, HR, Recruiting, Corporate Operations, Marketplace Operations, Legal & Compliance. Previously, she held the SVP, Accounting and Controller position at RealtyMogul.com. Previous to starting at RealtyMogul.com, Ms. Fleck served as the Chief Financial Officer of American Assets Investment Management, LLC and American Assets Capital Advisers, LLC, which are both Registered Investment Advisors, and American Assets, Inc., an investment holding company. At these companies, she was responsible for financial management and accounting.  Prior ... (view full description)

Gregory Floyd

President of Teamster Local 237; Trustee
Board of New York City Employee Retirement System

As the largest local in the 1.4 million-member International Brotherhood of Teamsters, Local 237—with nearly 24,000 members—represents a diverse group of public employees in New York City and on Long Island, with job titles that span the spectrum of public service from School Safety Agents, to NYCHA Caretakers, to Public Hospital Police, to Civil Service Attorneys, to name just a few. President Gregory Floyd has been a committed and dedicated union member since joining Teamsters Local 237 more than 33 years ago.  His strong leadership abilities enabled him to advance from a hospital police officer position to the rank of captain with the NYC Health and Hospitals Corporation (HHC), making him ... (view full description)

Lynn Fontaine

Office Manager
Isles Ranch Partners

Chris Fraley

CIO
RealtyMogul

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

Steve Fried

Principal
Mesa West Capital, LLC

Steve Fried is a Principal and co-head of west coast originations at Mesa West Capital, overseeing loan origination in Southern California, the Southwestern US, and Texas. Since joining the firm Steve has financed over $1.5 billion in commercial real estate transactions across all major property types. Prior to joining Mesa West Capital, Steve was an auditor for Deloitte & Touches financial services group in New York. While at Deloitte & Touche, Steve earned his CPA and managed and implemented financial audits for private equity funds including Morgan Stanleys real estate funds, The Blackstone Groups mezzanine funds and JC Flowers & Co and Rockefeller & Co fund ... (view full description)

Louis Friedel

Director
Angelo, Gordon & Co.

No biography specified

Paul Fuhrman

Executive Director & Head of U.S. Acquisition
Colony Capital, LLC


Mr. Fuhrman, Executive Director and Head of US Acquisitions of Colony Capital, is responsible for the identification, evaluation, and consummation of new investments.

Prior to joining the Colony Capital business in 2008, Mr. Fuhrman was a partner at Latham & Watkins LLP where he was co-chair of the firm's global real estate practice group. He received his J.D. from Loyola Law School, Los Angeles in 1995 and his B.A. from the University of California, Los Angeles in 1991. Mr. Fuhrman has also been a periodic guest lecturer at the USC and UCLA law schools on the subject of real estate finance and investing.

Drew Fung

Managing Director
Clarion Partners

Drew D. Fung is an equity partner and Managing Director at Clarion Partners and co-Portfolio Manager for Clarion’s Debt Investment Fund. He oversees the Firm’s subordinate debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is also a member of the Debt Investment Committee, which approves all of the Firm’s financing activities. Drew joined Clarion Partners in 2012 and began working in the real estate industry in 1987. He has comprehensive commercial real estate lending experience, including more than 18 years focused on subordinate debt that includes all property types and capital stru ... (view full description)

Patrick Galvin

Chief Admin. Officer & General Counsel
Starwood CPG Operations LLC

J. Patrick Galvin, Chief Administrative Officer & General Counsel Starwood CPG Operations, L.L.C. – Newport Beach, CA Mr. Galvin is responsible for management of all administrative and legal matters for Starwood CPG Operations, L.L.C. (an affiliate of Starwood Capital Group), including investment funds, real estate transactions, joint ventures, litigation matters and oversight of outside counsel. Mr. Galvin works extensively with Starwood CPG's regional offices across the United States. In the past several years, he has been actively involved in identifying and leading the underwriting of new multifamily and other acquisition/development opportunities. During his career, Mr. Galvin has s ... (view full description)

Chris Ganan

CEO
Treehouse REIT

Chris Ganan is chief strategy officer of MedMen, a leading cannabis management and investment firm based in Los Angeles, and a general partner of the Firm’s investment fund. MedMen has operations and exposure across North America. Mr. Ganan brings vast institutional experience in business operations, private equity, investment banking, real estate and FinTech. Mr. Ganan was instrumental in the launch of MedMen’s capital arm and guides the Firm’s investment strategy. Previously, Mr. Ganan was managing member of Cratus Equity, a private investment firm. He has also worked for Alvarez & Marsal, CohnReznick, and Investment Limited. Through hedge funds, private equity, foreign and ... (view full description)

Jason Gilbert

Partner
Armanino LLP

Jason is the lead of the Armanino real estate lending practice, specifically private equity funds and peer-to-peer portals. In addition to annual assurance services, He actively helps clients with offering document structuring, day-to-day accounting and back-office operations consulting, as well as financial close assistance. Jason also serves as Armaninos resident fund management software expert. He is a Certified Public Accountant, as well as an active member of the California Mortgage Association and the American Association of Private Lenders. Jason earned his MBA from California State University, Hayward.

Brian Good

CEO
iBorrow

Brian Good is the co-founder and CEO of iBorrow. In his position he oversees the operations and investments of iBorrow, and serves on its Loan Committee.  iBorrow was founded in 2013 and lends on commercial real estate nationwide through its discretionary fund and services its loan portfolio. Brian has been in real estate for over 25 years, first as a corporate real estate transactional attorney and then as President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for IMN and other real estate organizations. Currently, he sits on the ... (view full description)

Mark Gordon

Managing Partner
Intrinsic Hotel Capital

Mark J. Gordon has almost 30 years of experience in the real estate industry and is widely regarded as an expert in the hospitality industry. During his career, he has been involved in all aspects of the business including development, acquisitions, renovation, design, asset management, financing, sales and advisory.   Mark recently co-founded Intrinsic Hotel Capital, a hotel investment company that focuses on the acquisition of well-positioned but underperforming, value add hotels located in strategic markets throughout the US. At IHC, Mark and his team will leverage their collective hotel industry expertise to achieve above market returns by utilizing creative acquisition and r ... (view full description)

Stuart Graiwer

Partner
Gibson, Dunn & Crutcher LLP

Mr. Graiwer’s practice focuses on commercial real estate, including the representation of private and institutional investors in connection with the acquisition, sale, development and financing of a variety of asset classes, including office buildings, mixed-use projects, hotels, multi-family and residential developments, industrial parks and retail centers.  He has particular experience in the structuring of complex joint venture and partnership agreements, including the structuring and re-structuring of debt and equity investments.  Mr. Graiwer represents investors at all levels of the capital structure, including mortgage and mezzanine financings, convertible debt and preferred equity.  ... (view full description)

Aaron Greeno

Partner, Head of West Coast
Dune Real Estate Partners

With experience investing in real estate across various geographies, asset classes and transaction structures, Mr. Aaron Greeno brings a breadth of knowledge, deep industry relationships and proven leadership capabilities to Dune. Based in Los Angeles, Mr. Greeno is responsible for originating and evaluating new investment opportunities, executing on value creation strategies and continuing to build and oversee Dune’s business on the West Coast. Prior to joining Dune in 2020, Mr. Greeno was a Managing Director at Morgan Stanley, where he was co-head of U.S. Investments for the firm’s real estate investing group, overseeing investment activities and managing the acquisition team o ... (view full description)

Tony Hallada

Managing Principal
CliftonLarsonAllen Wealth Advisors, LLC

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

Todd Hankin

Partner
EisnerAmper, LLP

Todd Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California and leads the firm’s West Coast Real Estate Private Equity Group. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 30 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services and real estate, working closely with clients including private equity and real estate funds, REITs, registered investment advisors, c ... (view full description)

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

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

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

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

Jeffrey Havsy

Chief Economist
CBRE Americas

As CBRE’s Americas Chief Economist, Jeffrey provides the broader commercial real estate community with thought leadership on real estate trends, the macro-economy and economic events. He works with investors, occupiers and other users of commercial real estate to better understand real estate and capital markets in order to make better investment and leasing choices. He is also responsible for guiding the CBRE Econometric Advisors (CBRE EA) team. CBRE EA provides best-of-class research, data, analytical tools and forecasting services to its clients. With its staff of highly-qualified economists, CBRE EA assists clients in achieving maximum returns while managing risk in commercial rea ... (view full description)

Joan Hayden

VP & Corporate Counsel
PGIM Real Estate

Joan Hayden is a Vice President and Corporate Counsel of Prudential Financial, Inc., supporting Prudential Real Estate Investors, an investment management firm that advises institutional investors on domestic and international commercial real estate investing. PREI®'s law department supports all aspects of PREI's investment and advisory activities, which include equity and debt, private investments in real estate, real estate operating companies, REITs and other real estate-related vehicles on behalf of single client and commingled funds. Ms. Hayden's responsibilities include legal analysis in structuring, marketing and launching new products in the United States, structur ... (view full description)

Jim Hibbert

Managing Director
Noble Street Advisors

Jim Hibbert is Noble Street's Managing Director & CEO leading planning and business development. A Big 4 CPA, Jim brings over 30 years of investment and construction experience for organizations with up to $800 billion of AUM. Jim graduated cum laude from the University of the Pacific, Eberhardt School of Business.

Jonathan Hipp

President & CEO
Calkain Companies

Jonathan (Jon) Hipp began his career in real estate over 25 years ago.  In his early years as a broker, he ventured into the net lease industry and quickly began leading the US net lease market, closing over $3 billion in transactions.  Jon was a Senior Vice President for Grubb & Ellis in Tysons Corner. With his “make it happen” mentality, Jon was honored with the #1 Producer Award for three consecutive years in his local office and was amongst the Top 10 Producers nationwide throughout his tenure at Grubb & Ellis. In 2005, Jon founded Calkain Companies, a company focused solely on net lease investment services. As President and CEO, Jon has been instrumental in building ... (view full description)

Adam Hooper

CEO & Founder
RealCrowd

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (view full description)

Allie Hope

Chief Development Officer
Virgin Hotels

Allie is responsible for implementing Virgin Hotels’ global growth strategy. Allie’s primary responsibilities include sourcing and acquiring properties in key gateway cities, and structuring transactions that work for Virgin Hotels and our Owner/Developer partners. Prior to joining Virgin, Allie worked on acquisitions, dispositions and asset management at Sunstone Hotel Investors where she was instrumental in the acquisition and disposition of over $1 billion of hotel transactions. Allie was previously a partner at HMR Analytics, a hospitality asset management firm based in California, and a consultant with PKF Consulting, one of the top advisory services firms in the hospitality industry. O ... (view full description)

Kim Hourihan

Global CIO
CBRE Investment Management

Kim Hourihan has been named Global Chief Investment Officer for CBRE Investment Management, effective January 1, 2022. In the role, she will oversee all real assets investment strategies globally, driving the firm’s portfolio management functions and helping formulate and incorporate our investment market house views. Kim previously served as CIO – Americas Direct Real Estate Strategies and Portfolio Manager for one of the firm’s comingled funds. As Portfolio Manager, she was responsible for all aspects of the fund including strategy, acquisitions, disposition and fund management. She also has served as a Managing Director and the Portfolio Manager for two international sovereign wealt ... (view full description)

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

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

Mark Jacobs

Managing Director, Real Estate Opportunities
Oaktree Capital MGMT LLC

Mr. Jacobs is a managing director and investment professional in the Real Estate group. Since joining Oaktree in 2001, he has been responsible for sourcing, evaluating, executing and managing opportunistic equity and debt investment opportunities across all property types. His primary focus is on west coast commercial assets along with overseeing investment activities in commercial nonperforming loans. Prior to joining Oaktree, Mr. Jacobs spent seven years with American Trading Real Estate Properties, Inc. / Lord Baltimore Properties. During this time he was primarily focused on acquisitions, leasing and development of commercial real estate properties. Mr. Jacobs holds a B.S. degree in busi ... (view full description)

Steve Jasa

CFO-Investment Management Group
The Wolff Company

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

Michelle Jewett

Partner
Morrison & Foerster LLP

Michelle Jewett is a partner in Morrison & Foerster's San Francisco office, practicing in the area of federal income taxation. Ms. Jewett has substantial experience in a broad range of tax matters, including corporate, mergers and acquisitions, partnership, financial institution, real estate investment trust, and insurance tax issues in both domestic and international contexts.Ms. Jewett's practice is focused on providing tax advice for structuring cross-border taxable and tax-free M&A transactions, acquisitions and dispositions, domestic and foreign private equity investments, real estate investments by taxable and tax-exempt entities, mortgage-backed securities and othe ... (view full description)

Andrew Jobst

Partner
HG Capital

HG Capital specializes in providing joint venture equity of up to approximately $8MM to value-added and opportunistic real estate investments in the Western US. Mr. Jobst is a partner in HG Capital and is involved in all aspects of the Fund’s operations, including investment origination, the negotiation of new joint venture agreements with Operating Partners, and asset disposition strategy.  Since joining the company in 1997, Mr. Jobst has underwritten and structured over 80 investments across property types with more than 30 different operating partners for a total completed value in excess of $1.5 billion. Mr. Jobst holds a B.S. degree in Biology, a B.A. degree in Economics and an M.S. deg ... (view full description)

Ronald Kaplan

Partner, CRE Industry Practice Leader
CohnReznick LLP

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

Ryan Kaplan

Managing Director, Real Estate
Goldman Sachs Asset Management

Ryan Kaplan is a Vice President in the GSAM Private Real Estate Group, based in Los Angeles, where he leads the group’s west coast acquisitions effort. Prior to joining the Firm, he was a Director at HCP, Inc., a healthcare REIT, focusing on acquiring senior housing and medical office assets. Prior to this, he worked as an associate at UBS in the Global Healthcare Investment Banking Group. He received a BA in Economics from Bucknell University.

Alvin Katz

Partner
Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Real Estate Group at Katten Muchin Rosenman LLP, where he has a widely diversified practice representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. During his more than 40 years practicing law Alvin has been involved in virtually every aspect of the real estate industry. In recent years his practice has focused primarily on representing both equity capital providers and sponsors in real estate joint ventures and related transactions. His clients include real estate private equity funds, i ... (view full description)

Christopher Kelly

Managing Director
Amherst Capital

Christopher T. Kelly is a Managing Director and Head of Commercial Real Estate (CRE) Lending at Amherst Capital Management.  In this role, Chris is responsible for all facets of Amherst Capital’s CRE middle-market Lending business, targeting senior mortgage investments in all types of commercial and for-rent residential real estate assets. A 28-year commercial real estate professional, Chris has extensive experience in real estate debt, mezzanine and equity markets. Prior to joining Amherst Capital, Chris was a Managing Director and Head of Real Estate at CapitalSource, a division of Pacific Western Bank, responsible for all facets of the national real estate lending business. Previous ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

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

Robert Kline

Managing Director
JLL

JLL Robert Kline  Western Region Managing Director   Bob Kline is the Managing Director of the JLL Capital Markets Finance Group Western Region.  He is an intuitive, experienced executive with over 35 years of successful leadership in capital markets and the commercial real estate industry.  Mr. Kline’s team specializes in Capital Markets Debt and Equity placement, Oppertunity Zone Financing, CMBS and Commercial loan modifications, note sales, restructuring and mergers & acquisitions. Mr. Kline has placed over $7 Billion of equity and debt. He has facilitated more than 600 note sales, and over $10 Billion in restructurings.  His ni ... (view full description)

Pete Kutzer

Managing Partner
Edgewood Realty Partners, LLC

Pete Kutzer is a co-founder and principal of Edgewood Realty Partners, LLC. Edgewood is a private real estate investment firm which, along with its partners, acquires, invests in, develops, manages and disposes of high-quality commercial investment properties in the western United States. Edgewood and its partners frequently seek to add value to their investments by employing creative property improvement, repositioning, and/or capital markets strategies. Mr. Kutzer also serves as president of The Kutzer Company, a real estate investment management company, which actively manages approximately 1 million square feet of commercial property. Mr. Kutzer re­ceived a B.A. in economics from the ... (view full description)

Tamara Larsen

Head of Private Markets Strategies & Social Impact
Russell Investments

Bachelor of Arts, Smith College, 1999 Master of Science, Massachusetts Institute of Technology, 2003 Tamara Larsen leads real estate private equity funds research for the Americas and global private infrastructure for the Investment Division of Russell Investments. She is Chair of the Private Infrastructure Investment Strategy Board, and a voting member of the Real Estate Investment Strategy Board. She joined Russell in 2008. Previously, Tamara was a senior vice president with Centerline Capital Group. While there, Tamara was the fund manager for a $200 million discretionary private equity real estate fund, and also worked in an acquisitions role for that fund. The fund focused on value-ad ... (view full description)

Mark Levinson

Co-chair Financial Services Industry Practice Group
Fox Rothschild LLP

Mark Levinson serves as Co-chair of Fox Rothschild’s Financial Services Industry Practice Group and Co-chair of the Israel Practice Group.  For over 32 years, Mark has supported clients in their achieving their goals with practical and substantive guidance. Mark's practice centers on corporate, real estate, finance and securities offerings for clients raising capital and participating in strategic alliances and joint ventures. Mark routinely assists clients who form private equity and real estate funds, engage in M&A, securities offerings, debt and equity investments and financings, municipal finance and new market tax credits. Mark’s was named to the Los Angeles Business Journal’s “Who’ ... (view full description)

Jason Liu

Managing Principal
AmCap, Inc.

Jason joined AmCap in 2009 and heads development and strategy for AmCap. Prior to AmCap, Jason was a Global leadership Fellow with the World Economic Forum in Geneva and Davos, Switzerland, where he led the formation of China's firs mass international public private partnership. Jason began his career with Procter & Gamble, where he became one of the youngest Sales & Marketing team leaders in firm history. He was Head of Marketing at Aurarian Capital, a hedge fund focusing on Intellectual Property and Clean Energy. Jason received his MBA from MIT, and a BS from Cornall University - Joseph Granett Memoral Scholar. He was a visiting student at St. Catherine's College, Oxford University ... (view full description)

John Livingston

CEO
AECOM Capital

John T. Livingston is CEO, AECOM Capital Real Estate, for AECOM (NYSE: ACM), a $18-billion, fully integrated infrastructure and support services firm with the ability to design, build, finance and operate infrastructure assets globally.   The firm’s global staff — including architects, engineers, designers, planners, scientists and management and construction services professionals — serves clients in over 150 countries around the world.   In this role, Mr. Livingston leads AECOM Capital Real Estate, focusing on direct investment in real estate projects and using the company's balance sheet to provide credit support to developers. He is also responsible for deal devel ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States.  The company’s main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990.  LBG is a vertically integrated owner/operator with an in-house leasing team exclusively dedicated to leasing LBG’s retail acquisitions as well as in-house personnel with deep construction managemen ... (view full description)

David Lynn

CEO
Everest Healthcare Properties, LLC

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

Seth Madorsky

Partner
Katten Muchin Rosenman LLP

Seth R. Madorsky focuses his practice in commercial real estate, with a particular emphasis on counseling real estate investors, real estate investment funds and sponsors on capital investment and the formation of joint ventures to develop, own and operate commercial real estate. Seth also represents developers and operators across all asset classes and has extensive experience in site selection, acquisition, sales and leasing and in counseling operators on their commercial real estate and facilities. Selected Experience • Representation of Penny Pritzker in the formation of Artemis Real Estate Partners, LLC, a real estate investment fund sponsor that recently closed its second f ... (view full description)

Michael Mandel

Co-Founder & CEO
Compstak

Michael is Co-Founder + CEO of CompStak.  CompStak creates transparency in commercial real estate by gathering information that is hard to find, difficult to compile or otherwise unavailable.  The world’s largest brokerage firms and preeminent real estate investors use CompStak’s commercial real estate data to compare properties and make investment decisions.   Since launching CompStak in early 2012, Michael has helped navigate the company through tremendous growth, with over $17 million raised, 70 major markets launched, and a growing team. He has been named 30 Under 30 by Real Estate New York, and a Rising Star by The Real Deal.   Michael is a regular speaker on the ... (view full description)

Robert Masters

Legal Consultant
Acadia Realty Trust

Robert Masters, Esq., recently retired from Acadia Realty Trust, had been  Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary since 1998. He is now serving as a Legal Consultant to the Company. Acadia is a retail-centric, self managed and self administered REIT, listed on the New York Stock Exchange with assets in a number of the country's gateway cities, like NYC, Chicago, San Francisco, Washington D.C. and Boston. Prior to joining Acadia, Mr. Masters worked for private real estate companies, banks, a law firm and the Department of Justice. Mr. Masters received his Bachelor of Arts from the City University of New York and his Juris Doctor from New York ... (view full description)

Joel Mayer

Managing Director
Rockwood Capital, LLC

Mr. Mayer, based in Los Angeles, has over 28 years of experience as a real estate investment professional and leads the firm's retail real estate investments nationwide.  Prior to joining Rockwood, Mr. Mayer was a Director at BlackRock Realty. While at BlackRock, Mr. Mayer worked on their Retail Opportunity Fund and was responsible for sourcing new investments, identifying and structuring transactions with joint venture partners and directing development and redevelopment activities for new acquisitions. For four years prior to joining BlackRock, My. Mayer was Senior Vice President of Real Estate and Development for California Pizza Kitchen ("CPK") with responsibility for the nat ... (view full description)

Murray McCabe

Managing Partner
Montgomery Street Partners, L.P.

James McCartney

Managing Director, Advisory Group
Net Lease Capital Advisors

Jim joined Net Lease Capital in 2003. His focus is providing strategic planning for property owners and their advisors. He consults with some of the firm’s most sophisticated clients, analyzing the tax consequences of contemplated transactions and helping to make strategic choices actionable. He designs transaction structures to achieve maximal return while honoring investor-specific objectives, and assuring compliance with guidelines of the Tax Code, of Treasury regulations, and of tax court rulings. Jim has a 30-year background in financial services and corporate finance, with a focus in investment operations and business process improvement. He began his career at State Street ... (view full description)

Scott McChesney

Senior Vice President
Stonebridge Companies

As Senior Vice President of Acquisition and Development, Scott oversees hotel development, acquisitions, funding, and new business opportunities. Prior to joining Stonebridge, Mr. McChesney was Vice President of RD Olson Development where he was instrumental in growing the company into Southern California’s 20th largest developer by 2007. Mr. McChesney also worked with The Walt Disney Company where he was Director of Development/Acquisitions for their Imagineering division. He also spent one year in Disney’s Corporate Strategic Planning overseeing international expansion in within their Home Entertainment division. At the Pepsi-Cola Corporation, he was Senior Manager of Development where he ... (view full description)

Christopher McGrew

President and Chief Investment Officer
Parmenter Realty Partners

Christopher McGrew is President and Chief Investment Officer with Parmenter in the Miami office. With over 20 years of experience in the real estate industry, Chris has sourced and closed approximately $2 billion worth of transactions in the Washington, DC, New York City, and West Coast gateway metropolitan markets. He is responsible for enhancing Parmenter’s acquisition and investment process and accessing both on and off-market real estate investments. Prior to joining Parmenter in 2012, Chris was Senior Vice President at Penzance Properties. His responsibilities included initiation and development of the firm’s investment strategies. Prior to that, Chris was Managing Director ... (view full description)

David Milestone

Vice Chairman
Newmark

David Milestone joined Newmark Knight Frank in 2016 and serves as Vice Chairman in the El Segundo, California, office. Mr. Milestone is responsible for originating and executing debt transactions throughout the Western U.S. He focuses on structuring, sourcing, marketing and placement of mortgage financings, mezzanine loans and structured financings for both single assets and property portfolios. Prior to NKF Capital Markets, Mr. Milestone spent 12 years as a senior member of Eastdil Secured's debt placement practice, where he was instrumental in growing the debt platform from $4 billion to over $60 billion in annual volume. He personally executed more than $30 billion of financin ... (view full description)

Alexa Mizrahi

Director, Loan Origination
Lone Oak Fund, LLC

Alexa Lauren Mizrahi serves as Director of Loan Origination for Lone Oak Fund, LLC. She graduated with Provost’s Honors from the University of California, San Diego in 2008, earning a Bachelor of Science in Microeconomics & Mathematics. Since joining Lone Oak Fund’s Loan Origination Department in 2009, Alexa has underwritten thousands of commercial real estate transactions and has closed more than $500 million in bridge loans. Alexa originates short term financing up to $30 million for California investment properties. She is a board member for the Los Angeles Mortgage Association, has spoken on numerous panels for organizations such as RealShare, IMN, and Bisnow, and has been published ... (view full description)

Hiren Modi

Partner
EisnerAmper, LLP

Hiren Modi is an Audit Partner in EisnerAmper LLP's Financial Services Group. He has over seventeen years of extensive experience in all areas of accounting and auditing. In particular, he serves a large number of broker-dealers, domestic and offshore hedge funds, and real estate funds. Hiren has completed the Series 27 examination of the Financial Industry Regulatory Authority and has served as Financial and Operational Principal (Fin-Op) for several boutique broker-dealers and option traders. Hiren’s previous experience includes serving as a Staff Accountant and later a Supervisor at a regional accounting firm in India, where he was involved in the audits of large domestic and foreign p ... (view full description)

Steven Moore

Managing Director
KPMG

Steve Moore leads KPMG’s US Real Estate Deal Advisory practice and focuses on delivering services that help our clients achieve their financial and strategic goals relating to a broad variety of real estate financing, sales and acquisition activities.

Gary Mozer

Principal/ Co-Founder
George Smith Partners

Mr. Mozer is a Principal/Managing Director of George Smith Partners. He has arranged in excess of $30 billion of debt and equity financing for a broad array of real estate transactions. Appointed CEO in 1999, he has consistently ranked as GSP’s largest individual producer.   With almost three decades of commercial mortgage brokerage experience, Mr. Mozer has developed an in-depth knowledge of virtually all property types. He most frequently works in retail, multi-family, office, and industrial products. However, he is also an accomplished financier of hotels, assisted living and skilled nursing facilities, marinas, RV parks, and self-storage sites.   Within GSP, Mr. M ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Ken Muller

Partner
DLA Piper

Ken Muller represents private investment funds and growth companies in all aspects of their enterprises, including: the formation, organization and operation of private equity funds, private equity real estate funds, venture capital funds, debt funds and secondary funds; the representation of registered investment advisers and exempt reporting advisers; the establishment of separate accounts, co-investment vehicles and REITs; as well as private equity and strategic finance, mergers, acquisitions, divestitures, public and private offerings, joint ventures, cross-border transactions, subscription-backed credit facilities and other types of business transactions.

Peter Muoio

Chief Economist
Ten-X

Peter Muoio, Ph.D., is chief economist for Ten-X Research. He is a veteran of the real estate industry and founder of the research and consulting firm Maximus Advisors, which Ten-X acquired in December 2012. Immediately prior to forming Maximus Advisors, Dr. Muoio was a Managing Director and Global Head of Deutsche Bank’s Real Estate Research Group with teams in New York, London, Frankfurt and Sydney. Prior to that, he formed and led the Real Estate Research Group at Bankers Trust Company. Dr. Muoio has also served as an instructor at Hofstra University where he taught Industrial Organization and worked as a Research Associate at the WEFA Group, an economic consulting firm.  Dr. ... (view full description)

Anton Natsis

Partner, Chair of the Global Real Estate Group
Allen Matkins Leck Gamble & Mallory LLP

Anton (Tony) N. Natsis is Chair of Allen Matkins’ renowned Real Estate Department and is one of the top real estate attorneys in the United States. His practice focuses on development, leasing, purchase and sale, and portfolio investment sales transactions involving office, retail, and industrial projects, as well as arbitrating numerous fair market value disputes, CAM disputes and other significant landlord/tenant disputes. He also has extensive experience in debt, equity, and joint venture workouts, and the purchase of distressed assets and distressed debt. In the past decade, Tony has closed commercial office leases exceeding 50 million square feet. He has worked on real estate purchase c ... (view full description)

Greg Nelson

Director Investments
Loma Linda University Foundation

 An investment management industry professional for 25 years and former principal with Nelson & McGilchrist Capital Management in La Jolla, California. Also, previously a Vice President with Dean Witter and Paine Webber specializing in portfolio management for institutional accounts. He graduated from La Sierra University with a BS degree in Business Administration.
 

Tom Nowak

Managing Director
Bank of America Merrill Lynch

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

Dana Ostenson

Senior Vice President
CMR Capital Group

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

Dan Ottensoser

Partner & Managing Director
H/2 Capital Partners

David Packer

Partner
Pircher, Nichols & Meeks LLP

David L. Packer is a partner at Pircher, Nichols & Meeks, where he specializes in financing transactions.  He graduated from the University of Virgina School of Law, order of the coif, in 1985, where he served as an Executive Editor of The Virginia Law Review.  He also graduated with a B.A. in Government, magna cum laude, from Georgetown University in 1982.

George Pandaleon

President
Inland Institutional Capital, LLC

As President, Mr. Pandaleon is responsible for the growth and performance of Inland Institutional Capital, LLC.  He is also a voting member of the Inland Investment Committee, which reviews opportunities that may be appropriate for ICAP's clients or other Inland entities. Prior to joining Inland, Mr. Pandaleon was Executive Managing Director of the Institutional Investment Group at Grubb & Ellis, where he led a team of real estate investment professionals focused on serving large institutional clients. Before Grubb & Ellis, Mr. Pandaleon was a Partner with CMD Realty Investors, a sponsor of five institutional commingled real estate investment funds. Prior to that he held ... (view full description)

Dean Pappas

Partner
Goodwin Procter LLP

Areas of Practice Dean Pappas is a partner in Goodwin Procter’s Real Estate Investment Management Practice. He has extensive experience with real estate and corporate transactions. Work for Clients Mr. Pappas’ practice involves structuring, negotiating, drafting and closing various real estate and corporate transactions, including joint venture formation (partnerships and limited liability companies), merger, acquisition and disposition transactions, construction, mortgage and mezzanine loan transactions, public contracting, leasing and other various transactions. Professional Activities Mr. Pappas is a member of the USC Law School Institute - LACBA Benjamin S. Crocker ... (view full description)

Chris Paris

Partner
Moss Adams LLP

Chris Paris is a tax partner in the San Francisco office and has 15 years of experience in public accounting. Chris specializes in partnership taxation, including complex partner allocations resulting from property and partnership interest transfers. Chris has extensive fund experience including private equity funds, hedge funds, fund of funds and other types of alternative investments, and advises on matters related to taxations and organizational structure. He consults on a variety of tax issues involving blocker corporations, asset acquisitions and dispositions, transactions involved distressed debt, loan modifications and constructive sales.

Sujan Patel

Founder and Managing Principal
Nantam Capital

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

Marc Perrin

Managing Partner
The Roxborough Group, LLC

Marc Perrin   Mr. Perrin is the Founder and Managing Partner of The Roxborough Group, LLC a real estate private investment firm headquartered in San Francisco, California that is currently investing Roxborough Fund II, L.P.  Prior to founding The Roxborough Group in 2013, Mr. Perrin was a Managing Director at Starwood Capital Group where he co-headed Starwood’s U.S. investing, was responsible for overseeing its Asia investments and was a member of the firm’s Investment Committee as well as a member of the Investment Committee of SPT Management, LLC, the external manager for Starwood Property Trust, Inc. (NYSE: STWD).  Mr. Perrin joined Starwood in 1997 and founde ... (view full description)

Matthew A Pestronk

President
Post Brothers

Matthew Pestronk is co-founder of Post Brothers, a real estate investment, development and management company with singular and unique expertise in urban real estate development. Matthew serves as President of the company, engaged in the sponsorship of Class-A multifamily, mixed-use and retail development projects comprised of over 6,000 apartment units and over 400,000 sf of commercial space, with a total capitalized cost in excess of $2.5 billion. Matthew shares strategic leadership of the company with his brother, Michael, and is engaged in asset management, financing, and project and capital formation. Matthew has worked in real estate capital transactions for his entire 20+ year career ... (view full description)

Scott Peterson

Chief Investment Officer
DIGITAL REALTY TRUST

Scott E. Peterson is a co-founder and Chief Investment Officer of Digital Realty (NYSE:DLR) which has become the largest global provider of data center solutions with more than 130 properties in over 33 markets around the world. He is responsible for all investment activities and has consummated over $6 billion in data center transactions. Mr. Peterson has held a number of senior management positions with real estate investment companies, including GI Partners (Digital Realty's predecessor company), and with the Government of Singapore (GIC Real Estate). Mr. Peterson has over 27 years of real estate experience and has closed in excess of $8 billion of investments. Scott was also active in ac ... (view full description)

Perry Pinto

Principal
Walton Street Capital, LLC

Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States.Mr. Pinto is a founding member of WSC and has been with the firm since its inception in 1995. Prior thereto, Mr. Pinto was an associate with JMB Realty Corporation. Mr. Pinto ... (view full description)

Lorne Polger

Senior Managing Director
Pathfinder Partners, LLC

Lorne Polger is the Senior Managing Director and Co-Founder of Pathfinder Partners, a private equity fund based in San Diego, California that focuses on the acquisition of distressed and opportunistic real estate assets, with a primary concentration in the residential space (apartments, condominium and townhome developments and land). Since its inception in 2006, Pathfinder has acquired over $1 billion in assets in major markets throughout the Western United States, including Seattle, Portland, Sacramento, Los Angeles, San Diego, Denver, Phoenix, Las Vegas and Austin. Prior to co-founding the company, Lorne practiced commercial real estate law for 20 years, and is the former head of the Real ... (view full description)

Mark Potter

Founding Partner
Alcion Ventures

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

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

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

David Puchi

Managing Partner, Capital Development
Baceline Investments

David C. Puchi-Managing Partner, Capital Development and Leasing Strategy. Mr. Puchi's experience spans every facet of the real estate industry, from leading purchase and sale transactions, to managing commercial properties, creating leasing strategies, and raising capital. He has participated in over $600 million in real estate transactions and is responsible for leasing strategy and all capital raising functions for Baceline.

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)

Jeffrey Reder

Managing Director
CenterSquare Investment Management

As Managing Director, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He serves as a member of the Investment Committee for CenterSquare’s Private Real Estate Group and oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate. Prior to CenterSquare, Mr. Reder was Vice President for a private real estate investment firm. He was responsible for underwriting acquisitions, financing, asset management and disposition of properties wit ... (view full description)

Christopher Reeder

Partner
Robins Kaplan LLP

Represents clients in complex trial and litigation matters such as real estate, lender and private equity liability, franchise, business practices, intellectual property, employment and labor, health care, construction, aviation, entertainment, white collar crime, class action, partnership disputes, and other commercial litigation cases.
 
Also counsels clients in real estate transactions, lending and brokerage laws, franchise transactions and disclosures, construction contracting and licensure requirements, advertising, business practices, and employment law.

Camille Renshaw

Head of CRE Sales
Ten-X

Abraham Reshtick

Member
Mintz Levin

Abraham (Avi) is a member of Mintz Levin’s tax group based in New York. Avi represents clients on a wide range of US federal income tax matters, including mergers and acquisitions, divestitures, tax-free spin-offs, leveraged buyouts, joint ventures, fund formations, debt financing, capital markets transactions, and financial restructurings. Avi advises clients on the formation and operation of public and private partnerships, limited liability companies, and S corporations. He has significant experience advising domestic, international, and multinational clients on US federal income tax considerations relating to cross-border investment structures, business formation, and intern ... (view full description)

Adam Robinson

Founder & Principal
RAF Pacifica Group

Adam Robinson is Founder & Principal of RAF Pacifica Group, a real estate investment firm specializing in the acquisition, development, operations, and management of commercial real estate throughout San Diego County.   Under his direction, RAF Pacifica Group specializes in Creative Industrial™, a new product type which integrates creative office features into state-of-the-art ground-up developed industrial buildings. RAF Pacific Group is currently developing more than one million square feet of speculative Creative Industrial and office product.  His firm has also acquired 2.75 million square feet of commercial real estate totaling more than $350 million, and has completed a ... (view full description)

Rony Rodriguez

Tax Partner
CohnReznick

Professional Affiliations: American Institute of Certified Public Accountants California Society of Certified Public Accountants National Association of Real Estate Investment Trusts Rony Rodriguez is a partner at CohnReznick and  a member of the Firm's Commercial Real Estate and Financial Services Industry Practices. He has 15 years of diversified public accounting experience with an extensive background in advising real estate clients, including private equity real estate funds, as well as private and public Real Estate Investment Trusts (REITs). Rony has assisted his clients with a variety of tax issues, in ... (view full description)

Jay Rollins

EVP
Walker & Dunlop Investment Partners

Mr. Rollins is the EVP, Chairman and Co-Founder of WDIP (f/k/a JCR Capital). In addition to managing WDIP’s legacy funds, Mr. Rollins provides guidance to WDIP’s management team regarding investment strategy and execution. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC, where he built a team of 17 professionals focused on making opportunistic loans to transitional multifamily, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, a “Resolution Trust Company era” real estate investment company. Eastern Realty managed four partnerships, each purchasing assets from the RTC and financial ... (view full description)

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Dan Rosenbloom

Managing Director, Head of Investments
Cadre

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

Eric Rowen

Shareholder
Greenberg Traurig, LLP

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

Alex Saunders

Managing Director
Phoenix Realty Group

R. Alex Saunders is a Managing Director at Phoenix Realty Group, a New York based real estate owner, operator, and fund manager.  Mr. Saunders leads the origination, acquisitions, joint venture structuring, debt financing, and business plan execution for sububan and urban residential and commerical investments in the Western Region of the United States.  

Mr. Saunders also serves as an adjunct professor at the Univeristy of Southern California where he teaches graduate-level Advanced Finance and Market Analysis for real estate investment.  Mr. Saunders is a graduate of the University of California, Irvine and holds a Master’s degree in Real Estate Development from USC.

Michael Scheinberg

Partner
Pircher, Nichols & Meeks LLP

Michael E. Scheinberg joined the firm in 1989 and is a partner in the firm's real estate department. Mr. Scheinberg's practice focuses on commercial real estate transactions, including private equity, restructurings, development, loan origination and workouts, joint ventures, acquisitions and dispositions as well as leasing. Mr. Scheinberg has been a member of the real estate and tax section of the State Bar of California since his admission in 1983 and is a member of the Los Angeles Bar Association.

Roy Schneiderman

Principal
Bard Consulting LLC

Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC.  Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers’ Retirement System, the California Public Employees’ Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund.  The firm has a significant practice related to land development and homebuilding.  Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA).

Vivek Seth

Head of Real Estate Investment Banking
Raymond James & Associates, Inc.

Vivek Seth has more than 25 years of corporate finance and real estate experience including transactions worth more than $100 billion. He currently serves as Vice Chairman at Raymond James with a focus on real estate investment banking, which is involved with public and private offerings and mergers and acquisitions within the real estate, hospitality and homebuilding industries. Mr. Seth received a Bachelor of Science in electrical and computer engineering from the University of Notre Dame.  Prior to joining Raymond James in 2001, he was a senior member of the real estate investment banking group at J.P. Morgan, where he was involved in several landmark real estate tran ... (view full description)

Bryan Shaffer

Principal/Managing Director
George Smith Partners

Mr. Shaffer is Principal/Managing Director of George Smith Partners where he focuses on delivering solutions to address his clients’ real estate capital requirements. Mr. Shaffer works hard to arrange structured financings for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans. Mr. Shaffer has successfully structured both debt and equity placements for private entrepreneurs and institutional clients. He has been able to utilize his prior vast and diverse experiences in owning, operating, developing commercial real estate to help him succeed in capital raising for multi-family, affordable, office, retail, industrial, hospitality, ... (view full description)

Punit Shah

Chief Executive Officer
Liberty Group

Punit Shah serves as the Chief Executive Officer of Liberty Group, a company founded by his Father more than three decades ago. In this role, he has overall executive control of the investment and management divisions of the company.  Liberty Group has owned and managed over $525 million in commercial real estate, including multi-family developments, senior living facilities, Starbucks Coffee stores, and 57 hotels affiliated primarily with Intercontinental, Starwood, Marriott, and Hilton Hotels throughout the United States. Under Mr. Shah's leadership, Liberty Group has raised two private equity real estate funds since 2014, Liberty Hospitality Fund I & II, with over $250 mil ... (view full description)

Kevin Shannon

Co-Head, US Capital Markets
Newmark Knight Frank

Kevin A. Shannon is widely considered to be one of the premier investment sales brokers in the Western United States.  As the President of West Coast Capital Markets for Newmark Knight Frank for the last two years, Kevin leads the disposition and acquisition of investment properties on behalf of domestic and offshore investors. In the course of his over 30 year career, he has sold and marketed more than $61 billion of office, industrial, self-storage, retail, land and mixed-use assets. His experience includes 100% fee simple, partial interest recapitalizations and joint venture transactions. Kevin joined NKF after nearly nine years at CBRE, where he served as vice chairman and ma ... (view full description)

Jesse Sharf

Partner
Gibson, Dunn & Crutcher, LLP

Jesse Sharf is a partner in the Century City office of Gibson, Dunn & Crutcher and is Co-Chair of the firm's Real Estate Department, and is a member of the firm’s Executive Committee.  His real estate practice experience includes extensive representation of all types of investors, lenders and developers.  On the lender side, Jesse represents mezzanine lenders, construction lenders, CMBS lenders, and portfolio lenders in workouts, whole loan sales, syndications and participations, foreclosures and other enforcement actions, construction lending, mezzanine lending, CMBS lending and structured finance lending transactions.  In addition, Jesse represents real estate funds, developers and ins ... (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)

Craig Spencer

CEO
Arden Group, Inc.

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

Daniel Stanco

Partner/Co-Head of Real Estate
Ropes & Gray LLP

Dan Stanco, partner and global co-head of Ropes & Gray’s real estate investments & transactions practice, focuses his practice on real estate joint ventures, investments and finance for all asset classes. Throughout his career, Dan has represented a broad range of clients, including REITs, institutional real estate investors, developers, private equity funds, hedge funds, sovereign wealth funds, and investment and commercial banks in complex U.S. and international real estate transactions, advising them on joint ventures, co-investments, distressed acquisitions and restructurings, mortgage and mezzanine financings, intercreditor agreements, hotel management, condominium developments, ... (view full description)

Peter Stelian

CEO
Blue Vista Capital Management, LLC

As a Managing Principal and founder of Blue Vista, Mr. Stelian sits on the Blue Vista Capital Management Investment and Management Committees and is responsible for structuring investments made by Blue Vista Capital Management. Mr. Stelian also leads the effort of developing new investment strategies for the Firm. Prior to forming Blue Vista, Peter was a Managing Director of Jones Lang LaSalle (formerly LaSalle Partners) where he completed over $6 billion in total transactions including $1 billion in corporate net lease transactions and also led over $500 million in securities and property investment activities, during his eleven-year tenure. Mr. Stelian also co-founded the CMBS investment g ... (view full description)

Mark Stern

Senior Vice President - Multifamily Acqusitions
Waterton Associates LLC

No biography specified

Allan Sternberg

SVP
Fundrise

Allan joined the Fundrise team to strategically expand the platform, and is based in Los Angeles. Previously, Allan he spent 11 years at Angelo Gordon and was responsible for acquisitions, asset management and dispositions of the firm's real estate assets in Denver, Phoenix, Las Vegas and Southern California. Prior to joining Angelo, Gordon, Allan worked for Lehman Brothers Real Estate Partners where he focused on real estate fund acquisitions and mezzanine debt investments.

Jeffrey Stoke

Partner
Procopio, Cory, Hargreaves & Savitch LLP

Jeff Stoke is a partner and the Real Estate Practice Group leader of Procopio, Cory, Hargreaves & Savitch, LLC, the largest law firm in San Diego, and one of the largest law firms in California. His practice includes the representation of owners and developers in all aspects of commercial real estate, as well representing clients in business and finance transactions. Prior to joining Procopio, Jeff worked for one of the largest law firms in the United States, and was in-house counsel for a Fortune 100 size company handling their real estate and business matters throughout the world. Jeff earned a bachelors degree in economics from U.C. Davis, and a juris doctor from Loyola Law School ... (view full description)

Jim Sullivan

President, Advisory & Consulting
Green Street Advisors

Jim Sullivan is President of Green Street's Advisory Group, which provides strategic advice to commercial real estate owners and investors located in the U.S. and around the globe. He has managed the Group since 2014. Clients of Green Street Advisory include private real estate companies considering IPOs, publicly traded and non-traded REITs seeking strategic advice, C-corps considering REIT conversions/spin-offs, operating companies evaluating real estate monetization strategies, as well as investment vehicles including hedge funds, long-only funds, pension funds, private equity firms, and family offices. Jim joined Green Street in 1994. During the subsequent 20 years, h ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

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

Gerald Thomas

Partner
McGuireWoods LLP

Gerald is a partner in the Atlanta office of McGuireWoods LLP and serves as the chair of the Firm’s Tax & Employee Benefits department. He focuses his practice on complex transactional tax matters. Gerald has significant experience with mergers and acquisitions, restructurings and reorganizations, private equity funds, joint ventures, real estate investment trusts (REITs), crossborder transactions, financing transactions, and corporate and partnership tax planning. Gerald has represented numerous REITs in public offerings and mergers and acquisitions totaling billions of dollars. He has also advised numerous private equity and real estate funds in fund formations, acquisitions and dispos ... (view full description)

Charles Toppino

President
Oak Pass Capital Management

Charles P. Toppino is the founder and President of Oak Pass Capital Management (“OPCM”) and has been actively involved in the commercial real estate industry for over 20 years. OPCM was formed in 2011 and is a real estate company that invests nationally as GP Sponsor in JV’s with local / regional operations. The firm targets high-yielding, mispriced and off-market commercial real estate opportunities that have allowed the firm to achieve high current yields and above average returns.   Mr. Toppino’s experience includes acquisitions, asset management, sourcing equity and debt financing as well as serving as an advisor to buyers and sellers of assets in the U.S., Europe and Asia. P ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf of i ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firm’s New York office and National Partner-in-Charge, Real Estate group. Mr. Vitulli has over 20 years of diversified real estate experience including broad-based financial, accounting, and SEC experience, as well as expertise in all property types including retail, office,residential, hospitality, and industrial. Mr. Vitulli’s responsibilities include financial statement audits, securitizations, and consultation regarding fair value reporting. He also handles investment company audits, agreed upon procedures reports, regulated real estate project audits, reviews and compilations, and analysis of public filings. Prior to joining Marcum, Mr. Vit ... (view full description)

Patrick Walsh

SVP, Commercial and Industrial Lending
Axos Bank

30+ years of corporate, specialty CRE bridge lending and loan restructuring experience in variety of senior leadership roles with Axos Bank (formerly BofI Federal Bank), GE Capital and Cerberus Capital Management. Demonstrated success in developing scalable lending platforms that generated substantial loan growth and outsized returns. Developed a national Commercial Real Estate Bridge Lending (“CRE Bridge Lending”) business originating both direct and structured first-out senior loans secured by properties located primarily in New York City and in southern California. Since inception in 2015, CRE Bridge Lending achieved 150% compound average ... (view full description)

James Waters

Partner
Haynes and Boone, LLP

James Waters is a partner with the law firm of Haynes and Boone, LLP and is a member of the firm's Finance Practice Group and Investment Fund Practice Group. In his practice he represents financial institutions and corporate borrowers in domestic and international lending transactions and restructurings, and advises hedge funds and private equity funds in senior and subordinated financings, strategic financings and derivatives transactions. He received a B.A. from Columbia University, earned a J.D. at Harvard Law School and, while in law school, took graduate courses at The Massachusetts Institute of Technology, Department of Urban Studies and Planning.

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Mr. Weinert has transacted and managed over 150 highly structured commercial real estate transactions and development projects requiring joint venture equity, mezzanine debt, senior secured construction debt, bridge loans, and permanent financing representing over $2.5B of terminal value.  Prior to forming Alter Mile Group in 2018, Mr. Weinert established and led the west coast Structured Finance and SFR Division at Walker & Dunlop following the firm’s acquisition of Johnson Capital in 2014, where Mr. Weinert was a Managing Director/SVP. Prior to this role, Mr. Weinert was an Investment Officer managing a $600M portfolio of investments with Emigrant Realty Finance, the balanc ... (view full description)

Michelle Wells

EVP of Investor Relations
Waterton

Ms. Wells joined Waterton in 2013 and serves as executive vice president of investor relations. In this role, Ms. Wells is responsible for client and consultant relations, marketing and public relations. Ms. Wells participates on Waterton’s leadership and investment committees. Ms. Wells has been involved in real estate investment management since 2000. Prior to joining Waterton in 2013, Ms. Wells was a director with RREEF Real Estate where she was responsible for West Coast client and consultant relations. Previously, Ms. Wells has led the investor communication teams at The Praedium Group and AIG Global Real Estate and began her career in real estate-focused investor communicat ... (view full description)

Sondra Wenger

Managing Director
CIM Group

Thomas Whitesell

EVP, Group Head, Real Estate
Pacific Western Bank

As National Head of the Pacific Western Bank's Nation Lending Platform, Mr. Whitesell is responsible for expanding the firm’s work with established commercial real estate developers and investors seeking real estate bridge and construction loans nationwide. An industry veteran of 30 years, Mr. Whitesell's experience includes bridge and construction financing as a senior and also mezzanine lender.  He has deep experience in preferred equity transactions as well as debt restructurings as a lender and attorney. Prior to joining Pacific Western Bank, Mr. Whitesell held senior positions at banks and debt funds, originating and directing regional and national platforms for construction, brid ... (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)

Nigel Williams

Chairman
Royalton Partners

Jeff Wilson

Chief Executive Officer
Pereview Software

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

Allison Yager

Partner
Mercer

Allison Yager is a Partner in the Atlanta, Georgia office of Mercer. Ms. Yager is the Global Leader of Mercer's Real Estate Boutique, part of Mercer's Investments Business. She provides real estate consulting and strategic advice to Mercer's clients and consultants located across the globe. Additionally she manages a team of consultants and researchers based in the various Mercer regional offices. Her team is responsible for establishing strategic real estate allocations for clients, conducting research on all real estate and real estate related strategies, monitoring existing client real estate investments, and performance reporting for Mercer client's real estate strategies. Ms ... (view full description)

Andrew Yoon

Managing Partner & COO
BentallGreenOak

Andrew Yoon is a Managing Partner and Chief Operating Officer at BentallGreenOak. Andrew is responsible for day-to-day operations of the global business and sits on the Management Committee.   Andrew was a Partner and served as Chief Operating Officer at GreenOak Real Estate, a predecessor firm to BentallGreenOak, since its inception in 2010. GreenOak merged with Bentall Kennedy to become BentallGreenOak in 2019, and Andrew continues to serve on the investment committees of all legacy GreenOak funds. Prior to joining GreenOak, he was a Managing Director, Chief Operating Officer, and Chief Financial Officer for Morgan Stanley Real Estate Investing in Asia. Andrew has e ... (view full description)

Aron Youngerwood

SVP & General Counsel
GLP

Aron is responsible for providing legal and strategic oversight of GLP’s US operations, funds and real estate portfolio with a focus on the structuring and execution of the firm’s investment programs and strategy, corporate governance and operational matters.  Aron has a broad real estate, corporate and private equity background and has substantial experience partnering with U.S. and non-U.S. investors and clients, including governmental and corporate pension funds, sovereign wealth funds, insurance companies, and high net worth clients.   Prior to joining GLP, Aron was General Counsel (Americas) at CBRE Global Investors where he structured and oversaw multiple CBRE funds with $8 ... (view full description)

Dominic Zamora

Principal
CliftonLarsonAllen Wealth Advisors, LLC

Profile Risk management (rather than return management) is the overarching principle governing Dominic’s handling of his high net worth clients’ investment portfolios. His asset allocation strategy relies on four financial disciplines: an evaluation of macro-economic risks, an assessment of the market’s technical structure, a valuation of assets that are reasonably priced within historical context, and an understanding of sound opinions contrary to majority sentiment on particular investments. Education and professional involvement Juris Doctor at Gonzaga School of Law Bachelor’s of business administration degree from Boise State University, Boise, Idaho ... (view full description)

Kev Zoryan

Managing Director, US Head of Asset Management
Morgan Stanley Real Estate Investing

Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firms real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in ... (view full description)

Warren de Haan

Managing Co-CEO
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE. He is the Head of Asset Originations. Mr. de Haan has over 20 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014. Prior to STWD he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance business that was launched in 2004 and grew into one of the largest lending platforms in the United States focused on middle markets, closing ov ... (view full description)
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Event Contacts for The 14th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing

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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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