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)

Sean Armstrong

Principal & Portfolio Manager
Westport Capital Partners LLC

Mr. Armstrong is a founding Principal with Westport Capital Partners LLC. At Westport, he is one of two portfolio managers for the Westport investment funds, which are a series of open- and closed-end funds principally focused on making opportunistic and distressed investments in real estate and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and at all parts of the life-cycle of a real estate asset. Investments include properties, distressed and sub-performing loans, syndicated bank loans and marketable securities. The firm maintains offices on both the East and West Coasts of the US. Westport also has investment profess ... (view full description)

Arne Arnesen

Senior Managing Director
Rockwood Capital, LLC

Mr. Arnesen, based in New York, has 36 years of experience in the real estate industry.  Mr. Arnesen leads the firm's East Coast acquisitions. Prior to this current role, Mr. Arnesen was responsible for the firm's portfolio and asset management group.  Mr. Arnesen serves on various portfolio management and investment committees, as well as Rockwood's Investment Strategy and Research Committee. Prior to joining Rockwood, Mr. Arnesen held senior roles in both acquisitions and asset management. Mr. Arnesen was most recently a Managing Director of Acquisitions in North America at JER Partners as well as interim head of Asset Management for JER's European funds, where he leveraged his earlier exp ... (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)

Damon Austin

Managing Director - West
Prologis

Damon Austin is Managing Director, Capital Deployment for the West Region where he is responsible for investment activities with a focus on Southern California.  He oversees the sourcing, shaping and execution of acquisition and development deals within the region.  Prior to joining Prologis in 2015, Damon was a Principal at Trammell Crow Company where he managed the Inland Empire, Orange County and San Diego industrial development platform.  Before Trammell Crow, Damon was a Vice President at Lehman Brothers in New York City. 
 
Damon has a Bachelor of Arts degree in English from Dartmouth College and an MBA from the UCLA Anderson School of Management.
 
 

Henry Bandet

Founder & Partner
HG Capital, LLC

Henry Bandet founded the HG Capital funds in 1995, and is a partner in HG Capital. He has originated and structured more than $1.5 billion of value-added and opportunistic real estate investments in the western U.S. Prior to founding HG Capital, Mr. Bandet was the President of the Hunting Gate group of companies, a diversified real estate business with offices in California and England. Mr. Bandet graduated from Stanford University with a B.A.S. degree in Economics and a B.A.S. degree in Applied Earth Sciences, both with honors. HG Capital, LLC (HG) is a real estate investment firm that provides capital to value-added and opportunistic commercial, residential, and land developmen ... (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)

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)

Michael Baum

Shareholder
Greenberg Traurig, LLP

Michael J. Baum focuses his practice on domestic and cross-border real estate transactions. Michael represents clients in connection with the sponsorship, formation and implementation of U.S. and international (primary focus in Mexico and Brazil) real estate opportunity funds, joint ventures, acquisitions, developments, financings and dispositions of multi-family, industrial, office, retail and resort properties. He also represents both financial institutions and borrowers in connection with construction, mezzanine and general secured real estate financings. Recently, Michael has advised these clients in relation to loan workouts, partnership restructurings and other business reorganizations ... (view full description)

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and the leader of the Firms Commercial Real Estate Industry Practice in our West Region. 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 Westfield Corpor ... (view full description)

Harvey Bookstein

Partner
Armanino LLP

Harvey has more than 40 years of public accounting experience and specializes in providing tax, accounting and business consulting services to clients in the real estate and high net worth areas. Harvey’s clients include land owners and developers, residential and commercial builders, property managers, investors, commercial and residential building owners, architectural firms, general contractors and construction companies.
 
Harvey holds a Bachelor of Science degree from California State University, Northridge and is a graduate of Leadership Los Angeles. Harvey also received an honorary doctor of humane letters from California State University, Northridge (CSUN) in 2016.

Richard Brace

Director of Research
AEW Capital Management

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

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)

Diana Brummer

Partner
Stroock & Stroock & Lavan LLP

Diana Brummer concentrates in a broad range of commercial real estate transactions, with particular emphasis on acquisitions, development, joint ventures, leasing, loan workouts and financings. She also has significant experience in public-private real estate partnerships, including being part of the Stroock team that has worked with the New York Mets in successfully negotiating the leasing, construction and financing of the new ballpark. Ms. Brummer also regularly counsels her clients on all aspects of managing distressed real estate assets. She represents a wide variety of client types, including pension funds, private real estate funds and public and private REITs, as well as their invest ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

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

Doug Buurma

Partner
Moss Adams LLP

Doug has practiced public accounting since 2004. He provides strategic planning and compliance services to privately held businesses and their owners, specializing in partnership and LLC taxation. The majority of his clients are in the real estate, venture capital, and private equity industries. Doug has experience in corporate transactions including mergers, acquisitions, dispositions, and restructurings; partnership transactions including investment, operating, and real estate partnerships; real estate transactions; and tax-oriented investments on behalf of businesses and high net worth individuals. He also represents firm clients before taxing authorities.

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Exec ... (view full description)

Bryan Cavalier

Managing Director & West Coast Head, Real Estate Finance
CIT Bank, N.A.

Bryan Cavalier is a Managing Director of CIT Real Estate Finance and West Coast Head.  Based in Los Angeles, Bryan manages the loan origination, underwriting and portfolio management teams for the Western Region and also serves on the bank’s CRA Committee.  Prior to CIT, Mr. Cavalier worked at Apollo Global Management as a member of the firm’s North America real estate investment team, responsible for underwriting and executing property acquisitions in the western United States.  Prior to Apollo, Mr. Cavalier was a Vice President at Citi Property Investors (“CPI”), the real estate investment management group of Citigroup, where he was responsible for underwriting, executing and managing prop ... (view full description)

Sam Caven

VP, Acquisitions
Starwood Capital Group

Sam Caven is responsible for the origination and execution of acquisition opportunities in both equity and debt across all property types throughout the Western United States.  He also played an instrumental role in the formation and early growth of Starwood Waypoint Homes (NYSE: SFR), a publicly traded single family residential REIT.  Prior to joining Starwood Capital in 2011, Mr. Caven worked in the real estate investment banking group at JMP Securities, where he focused on capital raising, as well as mergers and acquisitions advisory for public and private real estate companies.  Mr. Caven received a B.A. degree in economics with honors from Tufts University. ... (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)

Vernon Chin

Senior Director
Canyon Partners Real Estate LLC

Vernon Chin, Senior Director, is responsible for the acquisition and asset management of equity investments related to the Canyon Catalyst Fund, a CalPERS separate account focused on the real estate emerging manager space. His responsibilities also include the sourcing and oversight of emerging manager candidates. Prior to joining Canyon, Mr. Chin was an asset manager for OneWest Bank Group working on investments acquired from the FDIC. Prior to OneWest, Mr. Chin was an Associate with The Carlyle Group focused on investment opportunities in North America. Additionally, Mr. Chin has held positions with Buchanan Street Partners and City National Bank. Mr. Chin is a graduate of the University o ... (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. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, 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 & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moor ... (view full description)

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

No biography specified

Eric Clapp

Managing Director
Westport Capital Partners LLC

No biography specified

David Cohen

Partner
Katten Muchin Rosenman LLP

David P. Cohen focuses his practice on real estate acquisitions, dispositions, finance and development. David represents lenders, investors, developers, owners and other sponsors in all facets of real estate transactions, with particular experience in debt and equity financings, private equity joint ventures, public-private partnerships, tax-exempt bond financings, health care real estate transactions, and land development transactions including ground leases and mixed-use developments. He has a substantial background in affordable housing and community development programs, with extensive experience in tax-exempt bond financings; tax credit syndications, including Low Income Housing Tax Cre ... (view full description)

Neil Cohen

CFO
Windsor Capital Group, Inc.

No biography specified

Frederick Cooper

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

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll Brothers, Inc.   Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 22 states across the U.S. and in Washington, D.C. In 2018, Fortune magazine name ... (view full description)

Jack Creedon

Partner
Ropes & Gray LLP

Jack Creedon represents real estate private equity funds, hedge funds, REITs, university endowments and other institutional investors in a wide variety of real estate transactional matters, including joint ventures and co-investments, distressed debt purchases and debt restructurings, complex acquisitions and dispositions, financing, leasing (including sale leasebacks) and ground-up development. Jack was named as one of Real Estate Forum’s 50 Under 40, is ranked in Chambers USA, The Best Lawyers in America and The Legal 500 and has twice been named a Law360 Rising Star. Clients describe Jack as “a sharp young guy who's a very knowledgeable and creative real estate transaction la ... (view full description)

Brad Creel

Director of Real Estate Investments
Lockheed Martin Investment Management Co.

Brad Creel is the Director of Real Estate Investments for the Lockheed Martin Investment Management Company (LMIMCo), a wholly owned subsidiary of Lockheed Martin Corporation.  LMIMCo manages the Corporation's pension and savings trusts, including its $33 billion defined benefit plan.  Mr. Creel’s responsibilities include strategy formulation, investment underwriting, contract negotiations, and performance monitoring.  Prior to joining Lockheed Martin in 2013, Mr. Creel was a Portfolio Manager focusing on real estate investments for the $80 billion North Carolina Retirement System.  During his time at Lockheed Martin alone, Brad has overseen the deployment of more than $3 billion of c ... (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)

Bert Crouch

Managing Director
Invesco Real EState

Bert J. Crouch – Managing Director, Portfolio Manager – Structured Investments Mr. Crouch joined Invesco Real Estate in 2009 to lead the formation and growth of its Structured Investments platform. In his current role as Portfolio Manager, Mr. Crouch is primarily focused on the strategic, transactional, financing and fundraising sides of both opportunistic investments and credit originations related to commercial and multifamily real estate across the U.S. and Europe. He is the Lead Portfolio Manager for Invesco Mortgage Recovery Funds I & II, Invesco Strategic Opportunities III and Invesco Commercial Mortgage Income Fund. Additionally, Mr. Crouch is a member of t ... (view full description)

Philip Cyburt

Managing Partner
Monday Properties

No biography specified

Sean Dalfen

President & CIO
Dalfen America Corp.

Sean Dalfen is the President & Chief Investment Officer of Dalfen America Corp (DAC) and its Canadian arm Dalfen's Ltd. He also sits on the Executive Advisory Committee, which oversees all of the Dalfen Group's investment programs. Under Mr. Dalfen's leadership, the companies’ investment platforms have been strategically restructured and expanded significantly. Having transacted on over 29 million square feet of real estate in 11 US states and 2 Canadian provinces, Mr. Dalfen has transitioned the company into one of the largest buyers of industrial real estate. Mr. Dalfen heads the firm's investment strategies which have included: Property investment funds in mul ... (view full description)

Jesse Daly

VP, Strategy & Business Dev
EPR Properties

Jesse Daly is Vice President of Strategy and Business Development at EPR Properties (NYSE: EPR). EPR Properties is a uniquely positioned triple net real estate investment trust (REIT) specializing in highly enduring sectors of the real estate industry that fall outside of the traditional "four food groups." As Vice President, Mr. Daly is responsible for identifying and analyzing new investment opportunities, and has expanded the company’s investment platform through mergers and acquisitions, as well as the origination of new opportunities in sectors supported by long-term macroeconomic and demographic trends.  At EPR, we strive to build on our heritage of financing high quality assets by see ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley is the COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated 145+ affordable & work-force multi-family properties across 20 states, representing apartment homes for over 24,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition and development of various commercial real estate projects ranging from m ... (view full description)

Malcolm Davies

Principal
George Smith Partners

Malcolm has over 15 years of experience as an award-winning capital advisor and developer, having advised and been involved with nearly $1B worth of financings, both in the equity and debt markets. When development slowed in 2009, Malcolm brought his extensive industry knowledge as a developer to the capital markets, serving as a capital advisor - an aspect of the industry in which he had always excelled. Malcolm thrived in this position, leading other developers as they emerged from the recession, and helping them to structure and capitalize their ventures. As one of the five Principals of the firm, Malcolm is responsible for running the Structured Finance Group. This group specializes ... (view full description)

Warren de Haan

Managing Partner
ACORE Capital

Warren de Haan is a founder and one of the four managing partners of ACORE Capital.   Mr. de Haan has more than 20 years’ experience in the CRE finance industry and capital markets. Prior to ACORE Capital, he was the Chief Originations Officer of Starwood Property Trust (ticker STWD) a public mortgage REIT, and was part of the management team that invested over $10 billion in CRE debt between October 2010 and October 2014. Prior to STWD Mr. de Haan was co-head of loan originations on the management team that founded Countrywide Financial Corporation’s CRE finance business that launched in 2004 and grew into one of the largest CRE lending platforms in the United States ... (view full description)

David Dent

Senior R.E. Market Analyst
Yardi Systems Inc.

David Dent is a Senior Real Estate Market Analyst for Yardi Matrix where he researches commercial real estate economics and trends. David has ten years of experience in real estate investment analysis as well as five years of experience in investment banking at Bear Stearns and SunTrust Robinson Humphrey. David worked in corporate finance at multifamily REIT Archstone, with experience in modeling joint ventures, financings, valuation and market strategy; he modeled the Archstone portfolio for the $22 billion going private transaction in 2007. David has also worked as portfolio director at a family office coordinating investment strategy, due diligence and execution for all asset classes incl ... (view full description)

Michael Dombai

Managing Director
Cortland Fund Services

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.

Kevin Dowling

Strategic Account Director
Juniper Square

No biography specified

Matt Eggers

VP, Energy
Yardi Systems

Matt is leading the charge in energy management and high performing buildings software as VP of Yardi Energy at Yardi Systems.  He was previously Vice President of North American Sales at Tesla Motors where he led the 450-member sales team to record sales and gains in market share.  Before Tesla he was VP of Operations and Product Management at Sunrun Inc. (NASDAQ: SUN) where he led the operations as Sunrun grew from 30 employees and 2,000 residential solar customers to 1,200 employees and 55,000 customers. Matt also led the software team that created and designed the industry’s leading solar sales toolkit (“BrightPath”), customer website, and solar fleet management tools.  Prior to Sunrun, ... (view full description)

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

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 ... (view full description)

Dani Evanson

Managing Director
RMA, Inc.

Dani Evanson is a Principal and Managing Director of RMA. Together with executive management, Dani leads the firm’s strategic direction. Dani is responsible for capital raising, fund management and accounting, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee. Dani has over 20 years of experience in real estate with a background in acquisitions, dispositions and portfolio management. Prior to joining RMA, Dani was a Real Estate Director at a Los Angeles based family office. In that role, she had primary responsibility for investing and managing a $500 million real estate portfolio consisting of investments in ... (view full description)

Peter Fish

Managing Director, lnvestment Banking
Raymond James

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

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Since joining Oaktree in 1995, Mr. Fisher has become a senior member of the real estate team. He has been involved in the investment and management of its real estate funds. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, hotels, retail, residential, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an Assistant Vice President in the Special Credits Real Estate Group at TCW. Before that, he managed a portfolio of non-performing and performing loans and real estate for the J.E. Robert Companies. Prior to that, Mr. Fisher w ... (view full description)

Alan Flatt

Director
Bank of America Merrill Lynch

No biography specified

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)

Steven Friedman

Director
CohnReznick

Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience. Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of lega ... (view full description)

Drew Fung

Managing Director
Clarion Partners

Drew D. Fung is an equity partner, Managing Director and Head of the Debt Investment Group at Clarion Partners. He oversees all of the Firm’s debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is also Chair 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 structures. He is immediate past Chai ... (view full description)

Jay Glaubach

Managing Director, Real Estate
Ares Management

Mr. Glaubach is a Managing Director in the Ares Real Estate Group, where he leads the group’s equity investment activities across the Western United States serves as a Co-Portfolio Manager of the Real Estate Opportunity Funds. Additionally, Mr. Glaubach serves on the Ares Real Estate Group’s Equity and U.S. Development and Redevelopment Fund II Investment Committees and the Ares Real Estate Operating Committee. Prior to joining Ares in 2014, Mr. Glaubach was a Managing Director, head of the firm’s west coast office, and a member of the Investment Committee at DLJ Real Estate Capital Partners, where he focused on sourcing and executing opportunistic and value-add real estate investments in th ... (view full description)

Adrian Goldstein

Co-Founder & Partner
CGI Strategies

Adrian Goldstein is one of the forces behind CGI Strategies. He harnesses our company’s vision and oversees its growth with detailed strategic forethought and planning.  His experience includes 35 years in commercial real estate, specifically institutional finance and operations.  His unique experience allows him to understand the perspective of the institutional lender and he is adept at structuring deals to leverage outstanding returns for institutions, funds and private individuals who invest in our projects.    Prior to 2013 when Adrian and Gidi Cohen partnered to form CGI Strategies, Adrian was a managing partner at Gelt, Inc, a private real estate investment company.  There ... (view full description)

Brian Good

CEO
iBorrow

CEO Brian Good overseas the operations and investments of iBorrow, and serves on its Loan Committee. Brian has been in real estate for over 20 years, first as a corporate real estate transactional attorney and then as an 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 Bisnow and IMN. Currently, he sits on the Board of Advisors for the Ziman Center for Real Estate as part of the Anderson School of Business, the SCGA Golf Foundation, and has served on the Boards of Brentwood School, the Federation of Greater Los Angeles, and the Guard ... (view full description)

Jason Gorczynski

Partner
Katten Muchin Rosenman LLP

Jason Gorczynski is a partner in the Real Estate practice. Jason counsels private equity firms, REITs, developers, financial institutions and high net-worth individuals in a wide array of commercial real estate transactions, including stabilized, value-add and opportunistic profiles. He has substantial experience handling acquisitions, dispositions, preferred equity investments, joint ventures, development, financing, reciprocal easement agreements, long-term ground leases, sale-leasebacks and space leases. His practice spans office towers hotels and resorts, (central business district, suburban and medical office buildings), industrial warehouses and distribution centers, multifamily apartm ... (view full description)

Mark Gordon

Managing Partner
Intrinsic Hotel Capital

Mark has over 28 years of experience in the real estate industry and is widely regarded as an expert in the hotel industry. During his career, he has been involved in many aspects of the hospitality business including development, acquisitions, renovation, operator selection, design, asset management, financing, sales, advisory and business management. Mark recently created Intrinsic Hotel Capital, a value add investment platform designed to acquire existing hotels located in strategic markets throughout the United States that have the combination of in place cash flow and value enhancement opportunity which can be realized through the combination of operational and physical improvemen ... (view full description)

Stuart Graiwer

Partner
Gibson, Dunn & Crutcher LLP

No biography specified

Ronnie Gul

Principal
Mesa West Capital, LLC

Ronnie Gul is a Principal and co-head of west coast originations at Mesa West Capital. Ronnie has structured and closed over $4 billion in transactions on over 12 million square feet of commercial real estate properties. Ronnie’s real estate experience also includes the acquisition, management and renovation of a private multifamily portfolio in Los Angeles. Ronnie received a B.A. in Economics with honors from UCLA and an MBA from UCLA Anderson Graduate School of Management.  

Kevin Hackler

Partner & Portfolio Manager
Castlelake

Kevin Hackler is a Partner at Castlelake and manages the firm’s North American asset investment business.  He is responsible for originating and managing sub-performing and non-performing private debt and asset investments. He joined Castlelake shortly after its founding in 2006. During his time at Castlelake, Mr. Hackler has established and continues to manage several joint venture relationships with special servicing partners and asset managers. Over the course of his career, Mr. Hackler has developed a broad range of expertise that includes residential and commercial land, master planned communities, commercial real estate, commercial and industrial loans and portfolios, equipment and tra ... (view full description)

Michael Halperin

SVP
Contrarian Capital Management, LLC

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

Todd Hankin

Partner
EisnerAmper, LLP

Todd Hankin is the partner in charge of audit services in the San Francisco office of EisnerAmper LLP and is a leader in the Firm's west coast real estate practice. Todd provides audit, accounting and consulting services to clients involved in real estate acquisition, development and investment. Todd's other areas of expertise include alternative investment funds, investment advisors and finance and lease companies. Todd recently led a successful joint venture proposal effort to provide real estate consulting services to the nation's largest public employees' retirement system. Todd began his career with the financial services group of KPMG where his focus was auditing real esta ... (view full description)

Rodgers Harshbarger

Director, Private Investments
UNC Management Company



Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Director of Private Investments for the $5.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette.

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

 

Timothy Haskin

Senior Managing Director
AECOM Capital

Mr. Haskin is a Partner and a Senior Managing Director of AECOM Capital. He focuses on identifying, structuring, and negotiating complex development and value-add projects, capital structuring and execution. AECOM has currently 17 investments, totaling $5 billion of development value.  He has an extensive background in real estate capital markets, with over 39 years of experience and expertise with acquisitions, financing, and repositioning of large scale real estate projects, and is an expert in the domestic and global commercial real estate and hospitality markets.   Previously, Mr. Haskin was the Founder and President of Peninsula Real Estate LLC, a New York City ... (view full description)

Jeff Hawkins

Managing Director
JLL - Investment Banking

Jeff Hawkins is a Managing Director with JLL Capital Markets providing capital raising, strategic advisory, investment banking and mergers & acquisitions services in the Americas. Working closely with Capital Markets teams across sectors, Jeff leads large, strategic capital raises including programmatic joint ventures, recapitalizations and fund raises that facilitate the growth strategies of JLL's clients.  In addition, Jeff is responsible for advising private real estate companies, public REITs and institutional investors globally on a broad range of strategic and entity-level transactions, company sale and buy-side transactions, mergers, take-privates, entity-level equity ... (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)

Marc Heenan

Head of Originations
PeerStreet

Marc Heenan, Head of Originations Marc oversees the team that identifies and onboards lenders to PeerStreet, a platform for investing in real estate backed loans. Previously, Marc was First Vice President in OneWest Bank’s Commercial Real Estate Group where he managed a team that sourced new originations in the Bank’s $15-$40 million bridge lending program between 2013 and April 2015. Between 2011 and 2012, Marc oversaw a portfolio of distressed legacy commercial real estate loans for the Bank. Previously, Marc co-founded a firm which invested in distressed commercial real estate loans and has worked at Kennedy-Wilson and Merrill Lynch. He has a BA in History and Political Science and an MBA ... (view full description)

Jim Hibbert

Managing Director
Noble Street Advisors

Jim began his career with Deloitte and has over 20 years of CFO|Controller experience with real estate investors and developers.  This includes VP of Finance for the Southern California Division of Ryland Homes, VP of Finance for Lowe Enterprises Residential Advisors, and CFO|VP of Finance for Vintage Communities|CCL Holdings.  Jim graduated cum laude from University of the Pacific with a B.S. degree in Business Administration, Accounting concentration.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis.  Shortly thereafter the Department of the Treasury invited Jim to speak. 
 

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)

Daniele Horton

Founder & President
Verdani Partners

Daniele Horton brings almost 20 years of experience in corporate sustainability, real estate and project management. Daniele’s expertise, dedication and passion are central to her leadership of the company. Daniele is an architect, LEED Fellow and a Certified Energy Manager.  She is currently leading sustainability efforts for seven real estate firms totaling over 320 Million sf and 2600 buildings from diversified portfolios, most of them have ranked among the top five on GRESB. As the head of sustainability for Thomas Properties Group for almost a decade she led the LEED certification of TPG’s nationwide portfolio of office buildings in house and was ranked as the highest environmental perf ... (view full description)

Kim Hourihan

Senior Managing Director
CBRE Global Investors

Kimberly Hourihan, who joined CBRE Global Investors in 2007 as a Managing Director, has over 20 years of real estate investmentexperience. She was previously the Portfolio Manager for two international sovereign wealth fund clients with total assets under management with the Firm of more than $4 billion representing 11.7 million square feet. In this position, Ms. Hourihan is responsible for client relations, portfolio management, asset management, acquisitions and dispositions. Ms Hourihan is currently the Portfolio Manager for the Firms new open-end core fund, CBRE U.S. Core Partners LP. Ms. Hourihan is a member of the Funds Investment Committee and is also a member of the Americas ... (view full description)

Bradford Howe

Co-CEO
Lowe Enterprises Investors, LLC

Bradford W. Howe, Managing Director of Lowe Enterprises Investors (LEI) with shared responsibility for oversight and management of the firm’s real estate investment management business. Lowe Enterprises Investors is a vertically integrated real estate investment advisor that manages over $5.0 billion of real estate investments through commingled investment funds, separate account relationships and project level joint ventures with institutional investors, high net worth investors and private equity funds. Mr. Howe sits on the firm’s Investment Committee and its Executive Committee and is responsible for its value added commercial property fund, resort residential debt fund and several projec ... (view full description)

Brandon Huffman

Portfolio Manager
Rubenstein Partners


Brandon joined Rubenstein Partners in 2008.  As Portfolio Manager of Equity Investments, he is responsible for implementing and overseeing all aspects of the firm’s value-added funds and is a member of the Investment Committee.

Prior to Rubenstein Partners, Brandon worked at Wachovia Securities in the Real Estate Leveraged Finance Group.  He graduated from the University of Virginia with a Bachelor of Science in Commerce with a concentration in Finance and a Bachelor of Arts in Spanish.
Brandon is a member of PREA, ULI and the Editorial Board of Institutional Real Estate, Incorporated.
 

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)

Scott Jackson

Principal
Squar Milner LLP

Area of Focus Scott is a Principal in Squar Milner’s Tax Department.  Scott’s areas of expertise include public and privately held companies.  He specializes in pass-through taxation, Real Estate Investment Trusts (“REIT”), real estate investment, ownership, management and construction.  Scott advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts.  He also does consulting and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.  Business Experience Prior to joining Squar Milner, Scott served as a Senior Manager in the real estate and pass-throu ... (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
Stroock & Stroock & Lavan LLP

Michelle Jewett's practice focuses on the area of federal income taxation. She has experience in a wide range of tax matters, including corporate, mergers and acquisitions, partnership, financial instruments, private fund structures, intellectual property and real estate investment trusts, both domestically and internationally. Ms. Jewett provides tax advice for structuring cross-border taxable and tax-free mergers and acquisitions transactions, acquisitions and dispositions, domestic and foreign private equity investments, real estate investments by taxable and tax-exempt entities, mortgage-backed securities and other securitization transactions, leveraged leases, foreign ... (view full description)

Ronald Kaplan

National Lead, Commercial Real Estate Practice
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

VP, Real Estate Investment Group
Goldman Sachs & Co.

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.
 

Theodore Karatz

Senior Director, Acquisitions
GTIS Partners

Teddy Karatz is a Senior Director at GTIS Partners LP and is responsible for sourcing and analyzing investment opportunities across the west coast.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Munich, Paris and São Paulo.  The firm has 88 employees and manages approximately $5.0 billion of committed capital.  Since September 2009, GTIS has committed approximately $1.5 billion of equity to the U.S. residential sector having invested in 81 projects representing $7.2 billion in total project costs.  These investment strategies include land development and homebuilding, where the firm has acquired more than ... (view full description)

Alvin Katz

Partner
Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Chicago office of Katten Muchin Rosenman LLP. During more than 40 years of practice Mr. Katz has been involved in virtually every aspect of the real estate industry. 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. His clients include opportunity funds, investment advisors, real estate investment trusts and public and private pension funds. Mr. Katz is consistently ranked in the top tier of Chicago real estate lawyers by Chambers USA: America's Leading Lawyers f ... (view full description)

Dan Katz

SVP
Colony NorthStar

Mr. Katz is a Senior Vice President based in Los Angeles and is responsible for sourcing, structuring and execution of debt and equity investments across all asset types, with a primary focus on the Western U.S. Prior to joining Colony NorthStar, Mr. Katz was a First Vice President in the commercial real estate loan origination group at OneWest Bank. Mr. Katz has over 17 years of real estate investment experience, including positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a BS in Economics from the Wharton School at the University of Pennsylvania where he graduated summa cum laude and first in his class, and holds an MBA from Harvard Business School.

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)

Robert Kline

Managing Director
JLL

JLL Hires Finance Veteran in PhoenixRobert Kline joins as Managing Director  PHOENIX, Dec. 1, 2016 – In an effort to strengthen its already broad suite of finance capabilities, JLL today announced Robert Kline has joined the firm’s Capital Markets, Finance unit as a Managing Director in the Phoenix office. Kline will focus his efforts on a broad range of services including debt and equity, CMBS loans and foreign capital, partnering with Senior Managing Director Dennis Desmond and Executive Managing Directors Tom Fish, Tom Melody, and Mike Melody.   “We continue to build the Finance group within our Capital Markets platform,” sa ... (view full description)

Zak Klinvex

Director of Acquisitions
Post Brothers

Zak Klinvex is the Director of Acquisitions for Post Brothers Apartments, a Philadelphia-based real estate developer that owns over $1 billion of multi-family and retail assets in the Philadelphia region and northern New Jersey. Since joining Post Brothers in August 2013, Zak has played an important role in the acquisition of over 950 apartment units, 110,000 square feet of retail space, and a 200-space parking garage, as well as over $300mm in financing on Post Brothers’ existing portfolio. Prior to joining Post Brothers, Zak was an associate at Real Property Capital, a Philadelphia-based mortgage broker. Zak graduated from the University of Pennsylvania in 2011 with majors in Finance and M ... (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)

Joey Lansing

Senior Managing Director
Harrison Street|Real Estate Capital

Mr. Lansing is a Senior Managing Director of Harrison Street Real Estate Capital, LLC and serves on its Executive, Management & Investment Committees.  In November 2011, under Mr. Lansing's leadership, the firm launched a core open end fund that invests exclusively in stabilized education, healthcare and storage properties. As Senior Portfolio Manager, Mr. Lansing supervises all aspects of the Sponsor's core business, including acquisitions, asset management, accounting, investor reporting and capital raising. In addition, Mr. Lansing is responsible for the execution of the Core Fund's investment strategy and the development of the team dedicated to achieving the fund's investment object ... (view full description)

Todd Laurie

Partner
Baceline Investments LLC

Mr. Laurie is a Partner at Baceline.  He is responsible for meeting the capital needs (debt and equity) for acquisitions activities, overseeing due diligence activities for institutional investors, and plays a key role in the formation of new investments. Prior to joining Baceline in 2013, Mr. Laurie was a Director of Corporate Development with a private bank/wealth management firm, where he had multiple responsibilities, including commercial lending activities. Mr. Laurie graduated from the University of Colorado, Colorado Springs, with a Bachelor’s Degree in Psychology, and was a member of Psi Chi. Since joining Baceline, Mr. Laurie has been integral to growing the firm’s ... (view full description)

Marc Lazar

Partner
Goodwin

Marc Lazar is a partner in Goodwin’s Real Estate Industry Group. Mr. Lazar’s practice focuses on real estate finance and investments throughout the capital stack and in all asset classes, including joint ventures, private equity investments, mortgage, mezzanine and preferred equity financings, sale leasebacks, ground leases and loan restructurings. He has extensive experience representing institutional investors, hedge funds, real estate and other private equity funds, as well as lenders and developers. Prior to joining Goodwin, Mr. Lazar was a partner at Ropes & Gray, where he served as co-head of the real estate investments and transactions group. He is frequently quoted in indus ... (view full description)

Steven Lear

Partner
Holland & Knight

Steven Lear is a Miami-based attorney and leader of the Holland & Knight National Joint Venture Team. Mr. Lear has more than 30 years of legal, tax and business experience representing top national companies in the areas of mergers and acquisitions (M&A) and joint ventures. Mr. Lear assists companies in successfully navigating through some of the most complex legal, tax and business matters. As a licensed CPA with a master's degree in taxation, Mr. Lear is highly knowledgeable in the areas of accounting and tax that add significant value to his representation of clients. Mr. Lear also handles workouts, acquisitions of pools of debt and real estate, land banking transactions, debt and equ ... (view full description)

Mark Levinson

Partner-RE, Corp., Fin, SEC
Thompson Coburn, LLP

Mark has over 34 years of experience with a business practice encompassing corporate, capital markets, real estate, finance and securities.  Mark represents a range of institutional and private clients including opportunity funds, developers, lenders, property owners and investors.  Mark routinely adds value to clients by providing a range of solutions across a variety of transactional areas including fund organization, transaction structuring including joint ventures and other arrangements, transaction negotiation and documentation to accomplish timely closings.  Further, Mark, with the depth and breadth of Thompson Coburn, assists in corporate structuring, M&A, tax free like kind 1031 ... (view full description)

Heath Linsky

Partner
Morris, Manning & Martin, LLP

Heath D. Linsky is a partner at Morris, Manning & Martin, LLP in the Corporate, Securities, Funds & Alternative Investments, and Real Estate Capital Markets practices. Mr. Linsky concentrates his practice in representing public and private companies in general corporate matters, securities offerings and compliance, mergers and acquisitions and real estate capital markets. Mr. Linsky has significant experience assisting public companies, including listed and non-listed REITs, in securities offerings and related joint ventures. He has represented companies registering and structuring approximately $20 billion in publically offered securities.  Mr. Linsky has represented doz ... (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)

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)

Christian Lyndes

Senior Vice President, Sales
NES Financial

No biography specified

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)

Jon MacDonald

General Counsel
Fairfield Residential

Jon is responsible for managing the legal affairs of Fairfield Residential, including transactional, operational and litigation matters. From 2005 through 2009, Jon served in a variety of capacities for Downey Financial Corp., including executive vice president, general counsel, chief operating officer and corporate secretary. Jon also served as president of Downey's real estate development company and was a member of its board of directors. Prior to joining Downey, Jon served as executive vice president and general counsel of Crown Realty & Development, Inc. He started his career with Paul, Hastings, Janofsky & Walker LLP practicing transactional real estate law. Jon received his un ... (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)

Wendy Mann

CEO
CREW Network

  Wendy Mann is CEO of CREW Network and president of the CREW Network Foundation. As CEO of the 10,000-member global association, Wendy is committed to influencing the success of the commercial real estate industry by advancing the achievements of women. As president of CREW Network’s Foundation, Wendy leads the only foundation dedicated solely to supporting women’s careers in commercial real estate.   With a career spanning nearly 30 years in association management, Wendy has worked in a variety of operational areas including strategic planning, board relations, foundations, fundraising, communications, product development, meetings, membership and chapter relations, educa ... (view full description)

Edward Marek

Manager
West Bay Capital

Since starting in the real estate business in 1979, Mr. Marek has built a track record of success as an investor, developer, broker, lender, and manager if commercial real estate. After working at the Charles Dunn Company for seven years and a brief stint with Sycamore Financial Group, Mr. Marek, along with Mr. McBride formed Capital Lending Resources (“CLR”) and Capital Real Estate Advisors (“CRA”) in 1994. Since the formation of these two companies, Mr. Marek has participated in over $1 billion dollars’ worth of real estate and finance transactions. Additionally, Mr. Marek has been actively involved in numerous real estate investment and development projects as an owner and managing partne ... (view full description)

Nathaniel Marrs

Partner
DLA Piper

Nathaniel Marrs represents domestic and international fund sponsors and other institutional owners and operators of real estate in a variety of corporate transactions, including fund formations and investments, joint ventures, portfolio and single asset acquisitions and dispositions, and financings. EXPERIENCE Formation of numerous US and non-US open-and closed-end real estate funds for both US and non-US institutional and principal-led sponsor groups. Investment in US and non-US real estate projects in a variety of corporate transactions, including joint ventures, portfolio acquisitions and dispositions and financings. Experience includes various property t ... (view full description)

Tyler Mattox

Principal
MCA Realty

Mr. Mattox is a Principal at MCA Realty and is responsible for directing the investment related activities including the acquisition, development and disposition of all investments.  Mr. Mattox has over 20 years of broad based real estate experience and is a California licensed real estate broker. Mr. Mattox is also the Principal Owner of Mattox Property Services, an opportunistic real estate investment and development company that has identified and acquired underperforming assets and managed all facets of the repositioning process.  In his role as President of the company, Mr. Mattox was responsible for the acquisition process including financial underwriting, debt and equity c ... (view full description)

Joel Mayer

Managing Director, Head of Retail
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)

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)

Ryan McGrath

VP
Andell, Inc.

No biography specified

Chris Miers

-
Bard Consulting

Chris Miers has worked in institutional real estate since 1999. Chris joined Bard Consulting in 2009 and became a principal in 2016.   Prior to joining Bard, Chris was an Asset Manager for Babcock & Brown, a global investment and advisory firm, where he identified and invested in target markets, performed due diligence, originated new and restructured existing investments, and managed investment partner relationships. Chris was also in the Investment Management Group at the Shorenstein Company where he performed fund management services. Prior to that, Chris was at AMB Property Corporation (now Prologis) working in various roles, including asset and portfolio management, acqu ... (view full description)

David Milestone

Vice Chairman
NKF Capital Markets

David Milestone joined NKF Capital Markets in 2016 and serves as an executive managing director 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 bil ... (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 ... (view full description)

Jon-Paul Momsen

VP & Senior Managing Director
Harbert Management Corporation

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

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

CEO
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)

Avik Mukhopadhyay

Managing Director
Kennedy Wilson

No biography specified

Ken Muller

Partner & Co-Chair PE Funds
Morrison & Foerster LLP

Kenneth W. Muller represents private equity funds, real estate opportunity funds, infrastructure funds, timber funds, private REITs, debt and mezzanine debt funds, leveraged buyout funds, joint ventures, and funds-of-funds in all aspects of their enterprises. His practice emphasizes the formation, organization and operation of limited partnerships, limited liability companies, corporations and REITs, as well as joint ventures, large U.S. and cross-border portfolio acquisitions and dispositions and other types of transactions related to real estate investment funds and REITs. He has represented some of the largest and well-known sponsors of private equity and real estate opportunity funds ... (view full description)

Peter Muoio

Chief Economist
Ten-X

Peter Muoio, Ph.D. is an Executive Vice President at Ten-X where he is Chief Economist and Head of Ten-X Research.  In this position, Peter heads all commercial and residential research and analytics for Auction.com and is Senior Principal of Ten-X Maximus, its third-party research provider.    Dr. Muoio has nearly thirty years of experience in real estate research, specializing in tailored real estate research for specific transactions, underwritings, portfolios and strategies, as well as a steady stream of research on the macro and regional economies, capital markets and their impact on the full spectrum of real estate segments.   M ... (view full description)

Muhammad A. Nadhiri

Managing Partner
Axis Development Group

Muhammad A. Nadhiri is the Co-Founding Managing Partner of Axis Development Group.  Muhammad has experience developing residential/retail/commercial mixed-use market-rate projects in the San Francisco Bay Area.  Axis Development Group is a privately-owned San Francisco-based real estate development firm that specializes in the creation and execution of highly-serviced, uniquely-stylized urban-infill and world-class mixed-use projects.  Axis’ Principals bring over 25 years of acquisition, structuring, entitlement, construction, marketing, and sale/lease-up experience to the projects the firm pursues.  Axis’ core strategy is to take the experience of its Principals and leverage that knowledge ... (view full description)

Adam O'Farrell

Principal
Bridge Investment Group

Adam O’Farrell is Chief Legal Officer of Bridge Investment Group LLC.  Mr. O’Farrell has more than 17 years of experience as a real estate investment management attorney with significant private equity, real estate and tax experience.  Since joining Bridge in January 2012, Mr. O’Farrell has been an integral part of the formation and structuring of Bridge’s managed funds and separate accounts, Bridge’s strategic and capital markets transaction execution and all significant legal matters affecting Bridge and its affiliates.  From January 2008 to January 2012, Mr. O’Farrell worked at Foley & Lardner LLP as senior counsel and as a member of the private equity and venture cap ... (view full description)

Theo Oliphant

Managing Partner
Axis Development Group

No biography specified

David Packer

Partner
Pircher, Nichols & Meeks

No biography specified

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)

Sujan Patel

Co-Head of US Investment Management
Colony Capital

Sujan Patel, Managing Director and Co-Head of US Investment Management, Colony Capital, Inc. (“Colony”)   Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony’s opportunistic equity, debt and strategic investments across all asset types and geographies.  In addition, he serves as the Chief Financial Officer of Colony Credit Real Estate, Inc., a publicly traded commercial real estate credit REIT managed by Colony with approximately $5Bn of assets under management.   Prior to the merger of Colony and NorthStar Asset Management Group (NorthStar) in January 2017, Mr. Patel was Managing Director and Co-Head of Investments a ... (view full description)

Mark Penna

Managing Partner
Emerald Creek Capital

Mr. Penna is a CFA Charterholder with more than 20 years of finance experience. Mr. Penna earned his M.B.A. from Columbia Business School and graduated cum laude from Georgetown University with an A.B. in Economics. As a Managing Partner at Emerald Creek Capital, Mr. Penna focuses on risk management, banking and client relations. He serves as Co–Chairman of the firm’s investment committee.   Prior to launching Emerald Creek in 2009, Mr. Penna spent eight years at Neuberger Berman, where he worked on a portfolio management team with both institutional and high net worth clients. In this role, Mr. Penna designed and implemented a variety of investment strategies including both cred ... (view full description)

Scott Peterson

CIO
Digital Realty

No biography specified

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)

Jim Policaro

SVP, Development
Lerner Corporation

Mr. Policaro has more than 25 years of experience in the commercial real estate industry. Mr. Policaro is responsible for the development of numerous high profile mixed-use projects throughout the Washington, DC metropolitan area. Mr. Policaro has performed oversight of more than 3 million square feet of Class A office building, multi-family residential, hotel, and retail projects for Lerner Enterprises. Mr. Policaro has directed the design and construction of numerous development projects within Lerner’s portfolio; including The Corporate Office Centre at Tysons II, Dulles Town Center, Dulles 28 Centre, Fallsgrove, Tower Oaks, and 20 M Street, Southeast.   Mr. Policaro also mana ... (view full description)

Matthew Posthuma

Partner
Ropes & Gray, LLP

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

Darren Powderly

Co-Founder
CrowdStreet

Darren started CrowdStreet in 2012 after recognizing the need to digitize and democratize the private equity real estate investing process. CrowdStreet's Fundraising & Investment Management technology solutions help investors and sponsors connect, transact and communicate over time. CrowdStreet Marketplace, the #1 direct-to-investor CRE capital marketplace in the U.S., provides qualifying sponsors access to a global audience of 34,000+ investors in order to raise equity for their offerings. Sponsor Direct is a white-label investment management software that enables sponsors to digitize their offering distribution, fundraising, and investor relationship m ... (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)

Evan Ptalis

SVP, Commercial Division
Ten-X

No biography specified

Joshua Pukini

Managing Partner
AB Capital

Mr. Pukini is a Principal of AB Capital with over 14 years of experience in privately funded real estate investments. 

Mr. Pukini is responsible for managing the firm’s total investment portfolio, evaluating deal risk, & structuring opportunistic real estate ventures. 

Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital.   

Mr. Pukini is licensed as a Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies.

 

Paul Rahimian

CEO
Parkview Financial

Parkview Financial is a direct private lender founded by a former real estate developer and contractor. Parkview provides short-term bridge and construction loans secured by first trust deeds. Our excellent reputation as a private lender has been built on our ability to provide fast, creative financing solutions for borrowers who need more leverage, and certainty of execution. Parkview originates loans for property types including Multifamily, Spec SFR, Mixed-use, Retail, Office, Industrial, and Entitled land.  Paul Rahimian currently manages a debt fund that provides construction financing to ground up real estate development projects throughout the Western United States. He fou ... (view full description)

Alex Rapoport

Senior Director, Head of Mortgage Loan Production
USAA Real Estate

Alex heads up loan production nationally for USAA Real Estate's senior mortgage lending platform. In this capacity, he is responsible for directing mortgage loan origination efforts across seven regional offices, as well as developing and strengthening relationships with commercial mortgage brokerages, borrowers, and with other lenders as it relates to co-lending opportunities. Founded in 1922 and headquartered in San Antonio, USAA is a Fortune 500, AA+ rated financial services company and offers insurance, investments, and other financial products for current and former members of the US military and their families. USAA Real Estate, a wholly-owned subsidiary of USAA, manages ap ... (view full description)

Edward Ratinoff

Director
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 Bank of Internet (NASDAQ:BOFI). Ed most recently oversaw the national acquisitions effort for Phoenix Realty Group, an institutional real estate investment fund sponsor with activities in California and New York. Previously Ed held the position of Managing Director and west coast head for the J.E. Robert Companies where he was responsible for all equity and debt transactions throughout the western US for the firm’s re ... (view full description)

Jeffrey Reder

SVP, Private Real Estate
CenterSquare Investment Management

As Senior Vice President, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He 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 and is a wholly owned subsidiary of Bank of New York Mellon. 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 with a focus in California and t ... (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.

Ananda Reynolds

Global Syndicated Finance
Bank of America Merrill Lynch

Ananda Reynolds is a Director with Bank of America Merrill Lynch. She has been with the firm for over 20 years with extensive experience leading deal teams to structure and syndicate complex and high profile credits for Bank of America Merrill Lynch's large corporate real estate clients. She manages underwriting, structuring and execution of broadly syndicated secured and unsecured debt facilities for public and private real estate companies, including top tier REITs/REOCs, C-Corps and private equity funds. Bank of America Merrill Lynch is a leading provider of financing to opportunity & private equity funds and is uniquely positioned to offer broad market perspective and market leading ... (view full description)

Jay Rollins

President
JCR Capital

Mr. Rollins is a Managing Principal and Co-Founder of JCR. In addition to leading the firm and setting JCR's overall strategy, Mr. Rollins' day-to-day responsibilities are primarily focused on transaction sourcing and underwriting. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage, where his team focused on making opportunistic loans to transitional multi-family, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, an "RTC era" real estate investment company. As General Partner, Eastern Realty resolved, repositioned and sold the distressed notes and REO. These disposition effor ... (view full description)

Jonathan Romick

Managing Director, General Counsel & CCO
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 ... (view full description)

Dan Rosenbloom

Co-Head Investments
CADRE

Dan is a Managing Director and co-head of the Investments Team. 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 Properties and GEM Realty Securities. Before GEM, Dan was Vice President at Fortress Investment Group, where he focused on acquisitions and originations of equity, mezzanine debt, and other subordinate debt secured by real estate assets and operating companies. Prior to that, Dan worked in J.P. Morgan’s syndicate and leverage finance group, focusing dan  primarily on the real estate industry, and at Jones Lang LaSalle (NYSE: JLL), assisting with as ... (view full description)

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Eric Rowen

Shareholder
Greenberg Traurig, LLP

Eric Rowen focuses his practice on litigation and pre-litigation counseling involving real estate, real estate financing, real estate bankruptcies, and trusts with vast real estate assets. He specializes in litigating issues involving fiduciary duties, securitized loan portfolios, bond financings, loan and loan portfolio workouts and restructurings, construction financing, partnership and joint venture disputes, title issues, title insurance, and environmental matters. From 1999-2003, Mr. Rowen was President of ParkMedia LLC, a real estate aggregation and media subsidiary of Apollo Management, L.P., and Apollo Real Estate Advisors, L.P. He currently serves as ... (view full description)

Christian Ryan

US Real Estate and Hospitality Practice
Marsh, Inc.

Christian Ryan is the US Gaming Practice Leader for Marsh and is located in Dallas, Texas. He is also an executive committee member of Marsh’s US Real Estate, Hospitality, and Gaming Practice. Christian is responsible for growth, retention, innovation, client service, and market delivery for Marsh’s real estate, hospitality, and gaming clients. EXPERIENCE Christian joined our firm in January 2003 and has more than 13 years of insurance and risk management consulting experience. He is recognized as one of the country’s leading real estate, gaming, and hospitality insurance brokers. Christian has extensive of knowledge and experience of managing ... (view full description)

Alain R’bibo

Partner
Allen Matkins

Alain M. R'bibo is a partner at Allen Matkins where his practice focuses on commercial real estate transactions. Alain’s practice covers a wide variety of real estate matters, with an emphasis on advising clients in the acquisition, disposition, leasing and day-to-day management and operation of commercial real estate across the country, including office, retail, industrial and multifamily properties. Alain has represented a diverse group of clients, ranging from private individuals and closely-held entities, to REITs, pension funds and institutional owners and investors. In acquisitions and dispositions, Alain navigates clients through each stage of the transaction, including structuring th ... (view full description)

Nadia Sager

Partner
Latham & Watkins LLP

Nadia Sager is a partner in Latham & Watkins LLP’s San Diego office and a member of the firm's Investment Funds practice group. Ms. Sager’s practice focuses on private investment fund formation, strategic partnering and joint venture transactions, and US and international investment. As part of her practice, she advises sponsors of private investment funds on registration and compliance matters under the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Ms. Sager was recommended for her ability to provide “‘timely and relevant guidance’ from San Diego” in the Investment Fund Formation and Management: Private Equity Funds category in the 2011 US Legal 500 guide. Ms. ... (view full description)

Daniel Schapiro

Partner
H/2 Capital Partners

Daniel Schapiro is primarily responsible for the sourcing and underwriting of new investments. Mr. Schapiro’s career has spanned over 12 years in the real estate industry, including extensive experience in real estate finance, investment management, real estate private equity and investment banking. Prior to joining H/2, Mr. Schapiro served as vice president and head of high yield investments for Realty Finance Trust. In this role, his primary responsibilities included the origination, structuring, underwriting, and closing of mezzanine loans, B-notes and preferred equity transactions. Prior to joining Realty Finance Trust, Mr. Schapiro was a senior associate at Brookfield Asset Man ... (view full description)

Michael Scheinberg

Partner
Pircher, Nichols & Meeks

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.

Jason Schreiber

Principal, Investments
CIM Group

Jason Schreiber is a Principal, Investments of CIM Group.  As a Principal, he is actively involved in the investment management process across CIM Group’s platforms, and serves on the Firm’s Investment Committee.  Prior to joining CIM in 2007, Mr. Schreiber was an analyst in the Tech, Media, and Telecom investment banking group at Goldman Sachs, New York.  Mr. Schreiber received a B.A. degree in Economics and History of Art from Brown University, and an M.B.A. from Harvard Business School.
 

Michael Schwartz

Commercial Real Estate Finance Broker
Financial Compound

Michael Schwartz has been an active commercial mortgage broker since 1997, having closed over $3.8 billion in financing transactions, both debt and equity. In 2007 he started his own commercial mortgage brokerage firm, Financial Compound, which has been an innovator in identifying and structuring capital markets opportunities and gathering capital markets information. Financial Compound's transactions run the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing.  Michael is experienced with many types of financial structures, including acquisition, pre ... (view full description)

Brandon Sedloff

Managing Director
Juniper Square

Brandon Sedloff is Managing Director and Head of Business Development at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder and remains the Chair (a volunteer role) of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry.  Previously, Brandon spent nearly 7 years in Hong Kong where he was Head ... (view full description)

Bryan Shaffer

Principal
George Smith Partners

At George Smith Partners (GSP), Mr. Shaffer focuses on delivering solutions to address his clients’ real estate capital requirements and arranges structured financing for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans, mezzanine and participating debt, and joint venture equity. He is one of the eight partners at GSP, a 40 year-old boutique commercial real estate investment bank that arranges $2.5 - $5 billion every year in debt and equity for their clients. For over 25 years, Mr. Shaffer has been active in the industry with a track record of success and over $4.5 Billion of transactions. He has completed transa ... (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 and serves as General Partner of Liberty's private equity real estate funds.   Liberty Group has owned and managed over $450 million in commercial real estate, including multi-family developments, senior living facilities, and 55 hotels representing more than 4,900 guest rooms affiliated primarily with Intercontinental, Starwood, Marriott, and Hilton Hotels throughout the United States. Additionally, under Mr. Shah's leadership, Liberty Group has rais ... (view full description)

Hilary A Shalla

Partner
Latham & Watkins LLP

Hilary Shalla is a partner in the Real Estate Group. She has extensive experience representing individuals, partnerships and corporations, including REITs, MLPs, private equity sponsors and institutional clients, in a broad range of commercial real estate transactions. Ms. Shalla’s practice focuses on real estate transactional matters, including acquisitions, dispositions, joint ventures, leasing and financing of complex real estate portfolios, as well as the development of commercial real estate. She has particular experience advising on REIT and MLP transactions, including in connection with initial public offerings, mergers and other similar transactions. Her clien ... (view full description)

Kevin Shannon

Co-Head, US Capital Markets
NKF Capital Markets

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 $60 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)

Shane Shelley

Partner
Morrison & Foerster LLP

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

Matthew Shore

CIO
DRA Advisors LLC

Matthew D. Shore is Principal and Chief Investment Officer at DRA Advisors, a private equity real estate investment firm with more than $10 billion in assets under management. Mr. Shore oversees acquisitions primarily focused on retail, office and industrial opportunities across the United States and is also involved in strategic asset management, financing, and dispositions. While working at DRA, Mr. Shore has sourced and closed over $5 billion in real estate transactions including the privatization of two publicly traded REITs. Prior to joining DRA Advisors, Mr. Shore worked at Wachovia Securities in its real estate mergers and acquisitions investment banking division responsible for the v ... (view full description)

John Sischo

Managing Principal
Coretrust Capital Partners, LLC

John R. Sischo is a Managing Principal and Founding Partner of Coretrust Capital Partners, LLC The Company was formed in April 2014 as the private successor to Thomas Properties Group, Inc. (NYSE: TPGI).  Coretrust is a vertically integrated company with the ability to source, underwrite, acquire, entitle, develop, manage and operate office assets.   Mr Sischo shares responsibility for the firm’s strategic development and implementation, and leads its capital formation, investments and investor relationships.  He sits on the Company’s Management and Investment Committees.  Mr Sischo was responsible for originating Coretrust’s first discretionary equity fund, Coretrust Value Fund ... (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)

David Springsteen

Principal, Global Tax Services
CliftonLarsonAllen LLP

Dave is the principal in-charge of the Firm’s Global Tax Services group which provides tax consulting and compliance services to publicly traded and privately held companies and their owners across all industries. Dave focuses on clients with inbound and outbound operations assisting them with structuring their international transactions in an efficient manner along with mitigating any risk related to the transaction.  Dave also has extensive experience advising on cross-border restructuring and tax-efficient holding company structures.  Dave has worked with all size companies, whether it’s the small growth oriented company going global for the first time or a well-established multinational ... (view full description)

Scott Stafford

Co-founder & Principal
Strada Investment Group

  Scott Stafford, co-founder and Principal of Strada, helps lead Strada’s deal sourcing efforts throughout the Western United States and is actively involved in the asset management, financing and disposition of all of Strada’s investments, working directly with Strada’s various deal teams. Strada in comprised of a team of executives with a unique mix of public and private sector real estate experience and since its founding has managed more than $1 billion of real estate assets and currently has more than 2 million square feet in the development pipeline.          Prior to founding Strada, Scott worked as a Senior Vice President at the CIM Group, a real estate private equi ... (view full description)

Allan Sternberg

Director
Angelo, Gordon & Co.

Allan is a Director at Angelo, Gordon & Co., L.P. and is responsible for acquisitions, asset management and dispositions of the firm's real estate assets in Denver, Phoenix, Las Vegas and Southern California. He has been at Angelo, Gordon for 10 years and is based out of Los Angeles. 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.

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations. He is a member of the firm’s Investment Committee and Management Committee. Mr. Stewart has 20 years of real estate investment and operating experience, involving over $2 billion of diverse real estate transactions throughout the United States and Canada. He was most recently Senior Manager of Acquisitions at M.D.C. Holdings, Inc., one of the nation’s largest public home builders, where he had responsibility for origination and execution of land and corporate investments throughout the company’s footprint. Mr. Stewart j ... (view full description)

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)

Mark Strauss

Managing Director
Walker & Dunlop

Mark Strauss, senior vice president and managing director, capital markets, has over three decades of commercial real estate finance experience and joined Walker & Dunlop in December, 2016.  Mr. Strauss is responsible for managing the origination, analysis, and placement of real estate debt and equity throughout the United States and is based out of the Irvine, California office.  Prior to joining Walker & Dunlop, Mr. Strauss was a 15-year veteran and founding member of Cohen Financials’ equity practice group.  During his career, Mr. Strauss arranged various forms of debt and equity for over 23,000 apartment units, seven million square feet of industrial and office space, and o ... (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)

Jonathan Temps

Counsel
Thompson Coburn, LLP

Jonathan Temps is counsel at Thompson Coburn LLP and assists sponsors of, and investors in, private pools of capital in achieving their business and financial objectives through an understanding of their economic priorities, legal situations and regulatory circumstances. Primarily representing private equity funds, hedge funds and investors in such vehicles, Jonathan works predominantly within the private capital markets. Because of the nature of these clients and their activities, his approach is a highly commercial one, with properly understanding and capturing the economics of a deal or an investment opportunity, his first consideration when providing legal analysis and advice. Over the c ... (view full description)

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 business tax group and co-chair of the Firm’s REIT team. 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), cross-border 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, acqu ... (view full description)

DJ Van Keuren

VP
Hayman Family Office

Mr. Van Keuren is a seasoned family office executive,  a Forbes Real Estate Council Member ,successful author & sought after speaker for family office conferences throughout the US.  With over 25 years of combined experience in family offices,  real estate, fund management, finance, underwriting and investment banking, Mr. Van Keuren is currently  a Vice President the Hayman Family Office, for a 2nd Generation Single Family Office, and works directly with the Patriarch.  Prior to his current position,  DJ was the Director for the Arsenal Family Office, of a Single Family Office out of Colorado who had a focus on real estate.  ​ Mr. Van Keuren  is the founding member of the Fa ... (view full description)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firms New York office and National Partner-in-Charge of the 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. Vitullis 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 joinin ... (view full description)

Andy Walburger

Senior Director
Ten-X

Andy Walburger, Senior Director at Ten-X Commercial, is responsible for leading company-wide customer engagement for institutional clients. Developing a high-touch strategy to deliver experiences and content that is relevant and resonates with decision makers in the commercial real estate industry. With over $50B in transactions since 2007, Ten-X is the leading online real estate marketplace. Investors in the company include Thomas H. Lee Partners, Google Capital and Stone Point Capital. Prior to joining Ten-X Andy co-founded and served as Executive Director of Stanford Professionals in Real Estate (SPIRE) which he built into a global association of Stanford alumni and students involved in t ... (view full description)

W. Colin Walker

SVP & Private Client Advisor
U.S. Trust

  W. Colin Walker is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Palm Beach, Florida. Colin works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning series, liquidity-event strategies, lending and philanthropy. As the key point of client contact, Colin is responsible for assessing client goals, determining priorities and building a team of specialists around each client. H ... (view full description)

Patrick Walsh

SVP, Commercial and Industrial Lending
Bofi Federal Bank

No biography specified

Joe Walsh

Senior Project Manager
RELATED CALIFORNIA

  As Senior Project Manager for Related California Residential, Mr. Walsh is responsible for all aspects of the development process from inception through construction completion and project closeout.  Mr. Walsh is currently overseeing 1500 Mission Street, a mixed-use development with a 39-story, 530-unit residential tower and a 460,000 square foot office building, located in mid-market San Francisco. Prior to joining Related California, Mr. Walsh was an Associate at Related Companies in New York where he was responsible for various aspects of development and underwriting for three new ground-up residential projects totaling $570 million.  He was also a Senior Analyst at CBRE Gro ... (view full description)

Gabe Weinert

SVP, Capital Markets
Walker & Dunlop

Gabe Weinert, senior vice president, joined Walker & Dunlop in 2014 through the Johnson Capital acquisition where Mr. Weinert lead the Opportunistic Finance Group, the division of the company which focused on providing structured investment banking services to real estate operators and development projects by raising institutional joint venture equity, structured debt, and co-investment GP equity. Mr. Weinert brings over 15 years' experience to the capital markets team. Throughout his career, Mr. Weinert was responsible for the asset management and origination of over $2B in structured real estate finance transactions. Prior to joining Johnson Capital, Mr. Weinert man ... (view full description)

Yunna Weinzerl

Tax Partner
Armanino LLP

Yunna has more than 20 years of public accounting experience, most of it in the real estate industry, including commercial and residential developers, builders, investors and land entitlement companies. She consults with clients on tax-deferred exchanges, entity selection, structuring transactions to defer or minimize taxes, tax credit analysis, debt restructuring, reorganization, exit strategies, transfers of wealth, and mergers and acquisitions. Yunna’s experience also includes serving technology and middle-market companies, personal service corporations, and family wealth planning. She writes extensively for real estate trade and business publications, and is a featured speake ... (view full description)

Kenneth Weissenberg

Partner
EisnerAmper LLP

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

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 ... (view full description)

Sondra Wenger

Managing Director
CIM Group

No biography specified

Thomas Whitesell

Managing Director, Construction Real Estate
CapitalSource

As Managing Director of the CapitalSource Real Estate group, 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 CapitalSource, Mr. Whitesell held senior positions at banks and debt funds, originating and directing regional and national platforms for construction, bridge, mezzanine and ... (view full description)

Scott Whittle

Director, Finance
Rubenstein Partners

Rubenstein Partners is a fully integrated real estate investment firm providing first-class investment services, as a Registered Investment Advisor, in office markets throughout the Eastern United States.   Scott is responsible for debt capital markets across the platform, working with lending institutions and similar capital providers, procuring new debt at both the property and fund level and managing debt across the portfolio in each fund.  Scott joined Rubenstein Partners in 2015.   Prior to joining Rubenstein Partners, Scott worked at KTR Capital Partners, a private equity firm focused on industrial real estate, where he was responsible for debt ... (view full description)

Thomas Wiese

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $88 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)

Christopher Winnen

Managing Principal, Real Estate Equity
Allstate Investments

No biography specified

Bradley Wood

Managing Director, Economic & Valuation Services
KPMG

Based in the San Francisco office, Brad assists Financial Services clients with asset management needs focusing primarily on real estate. Brad has almost 15 years of valuation experience, including sourcing, managing, and performing a variety of commercial real estate valuation assignments. He has served institutional investors, public agencies, estates, and real estate investment funds.

https://home.kpmg.com/us/en/home/services/tax/valuations.html
 

Benjamin Young

Head of US Real Estate Equity
Black Rock

Benjamin Young, Managing Director, is the Head of US Real Estate Equity at BlackRock. Mr. Young is responsible for the strategy and portfolio management of real estate investments.   Prior to joining BlackRock in 2014, Mr. Young oversaw the real estate distressed debt platform at Strategic Value Partners, a private equity and hedge fund based in Greenwich, CT. During his four years there, Mr. Young purchased in excess of six hundred million dollars of distressed real estate debt throughout the US, Europe and Asia. From 1997 to 2009, Mr. Young was at RREEF, the real estate asset management arm of Deutsche Bank, most recently as the Global Portfolio Manager and Chief Investment Off ... (view full description)

Aron Youngerwood

General Counsel, Americas
CBRE Global Investors

Aron is the General Counsel (Americas) of CBRE Global Investors, a real estate services and investment management firm with just under $100 billion in assets. Aron has approximately 20 years of corporate transactions and governance experience and is charged with providing legal, strategic and compliance oversight of the firm’s real estate and debt investment portfolio, operations and corporate governance matters. Aron has substantial experience on capital raising activities and a wide range of real estate portfolio transactions, working with U.S. and non-U.S. investors and clients, including governmental and corporate pension funds, sovereign wealth funds, insurance companies, an ... (view full description)

Sue Zabloudil

Office Managing Partner
Akerman LLP

Sue Zabloudil serves as managing partner for Akerman’s Los Angeles office. She advises real estate owners, developers, and investors on complex transactions throughout the United States, handling the acquisition, disposition, development, financing, joint venture structuring, sale leaseback, and ground leasing of diverse properties. Sue’s experience spans asset classes, and she has substantial experience in large portfolio deals in the hospitality, restaurant, and retail sectors. Taking a 360 degree approach, Sue effectively partners with clients from start to finish to close and finance transactions, as well as to coordinate postcl ... (view full description)

Dominic Zamora

Principal
CliftonLarsonAllen LLP

Unlike many adviosrs, Dominic began his journey as a tax lawyer with the Internal Revenue Service where he dealt with many issues pertaining to capital markets, valuation of companies and real estate.  Following that start, Dominic has continuously served clients of CliftonLarsonAllen in many capacities but mostly in helping them build their wealth in a tax efficient and asset protected manner.  His extensive experience brings a well-rounded approach to clients he serves. 

Kevork Zoryan

Managing Director
Morgan Stanley

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 i ... (view full description)
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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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