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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

Managing Principal
Westport Capital Partners LLC

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

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

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, Capital Deployment - West

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

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

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

CohnReznick LLP

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

Harvey Bookstein

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

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

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

Co-CEO & Managing Partner
Argosy Real Estate Partners

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

Doug Buurma

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 Capital

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

Bryan Cavalier

Managing Director & West Coast Head, Real Estate Finance
CIT Group

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 T ... (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 Unive ... (view full description)

Mukang Cho

CEO & Managing Principal
Morning Calm Management

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

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

Eric Clapp

Managing Director
Westport Capital Partners LLC

David Cohen

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

Windsor Hospitality

No biography specified

Frederick Cooper

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

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

Jack Creedon

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

Jack Creedon, global co-head of the Real Estate Investments group, 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. Jack has experience both domestically and internationally and has re ... (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

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– Portfolio Management
Invesco Real Estate

Bert J. Crouch is a Managing Director and currently serves as both a Portfolio Manager and as the Head of North America for Invesco Real Estate (IRE). Specifically, he is the Lead Portfolio Manager for the closed-end opportunistic fund series, Invesco Strategic Opportunities, and the open-end credit fund, Invesco Commercial Mortgage Income Fund, as well as a member of the firm’s North American and Asia-Pac Credit Committees, North American Investment Strategy Group, North American Management Committee, and Global Executive Committee. Mr. Crouch joined IRE in 2009 to lead the formation and growth of its Structured Investments platform before transitioning to the Head of North Amer ... (view full description)

Philip Cyburt

Managing Partner
Monday Properties

Sean Dalfen

President & CIO
Dalfen Industrial

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

Jesse Daly

Managing Director
Pivot Point

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

Peak Capital Partners

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

Malcolm Davies

Founder/Sr. Managing Partner
WAY Capital, Inc.

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

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, North America
Alter Domus

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

Kevin Dowling

Strategic Account Director
Juniper Square

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

Managing Partner

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

Dani Evanson

Managing Director
RMA, Inc & Align Finance Partners

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

Peter Fish

Managing Director-Inv. Banking
Raymond James & Associates, Inc.

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

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

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

Alan Flatt

Bank of America Merrill Lynch

Chris Fraley


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


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 leg ... (view full description)

Drew Fung

Managing Director
Clarion Partners

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

Jay Glaubach

Ares Management

Mr. Glaubach is a Partner in the Ares Real Estate Group, where he runs the group’s equity investment activities across the Western United States. He is also the Co-Portfolio Manager of the US Real Estate Opportunity Funds, and serves on the group’s Investment Committee. Prior to joining Ares in 2014, Mr. Glaubach was a Managing Director at DLJ Real Estate Capital Partners, where he headed the firm’s West Coast office. Mr. Glaubach previously worked in Mergers and Acquisitions at ING Barings in New York, London and Frankfurt. Mr. Glaubach has served on the Board of Directors of Montage Hotels & Resorts and as an Adjunct Professor of Real Estate at the University of Southern California. He ... (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


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

Jason Gorczynski

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

Stuart Graiwer

Gibson, Dunn & Crutcher LLP

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

Ronnie Gul

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

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

Managing Director
Contrarian Capital Management, LLC

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

Todd Hankin

EisnerAmper, LLP

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

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

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

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

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

Adam Hooper

CEO & Founder

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 & CEO
Verdani, LLC

Daniele Horton is Founder and CEO of Verdani Partners. Daniele has 25 years of experience in real estate operations and development; sustainability strategy; and ESG management. She is a LEED Fellow, licensed architect, and Certified Energy Manager, was named a “Top 10 Most Powerful Woman in Sustainability” in 2014, and a USGBC Shero for Purpose in 2020. Daniele is an adjunct professor of Sustainable Real Estate at the University of San Diego and has a master’s in Sustainable Development from Harvard.   Verdani currently manages ESG programs for 15 national and international real estate firms with 4,500 properties across 1.1 billon SF of diversified real estate, representing $460 ... (view full description)

Kim Hourihan

Global CIO
CBRE Investment Management

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

Bradford Howe

Lowe Enterprises Investors, LLC

Bradford W. Howe Chief Executive Officer CEO of LEI with shared responsibility for oversight and management of the firm’s investment management business. Mr. Howe is responsible for equity capital raising, client relations, new business development, portfolio management and finance activities. Previously, Mr. Howe served as Senior Vice President of Lowe Enterprises managing the Capital Group, which was responsible for the firm’s capital raising efforts, and as Chief Financial Officer for Lowe Hospitality Group. He previously was a Director with Equity Group Investments, a Vice President with Secuirty Capital Group and an Associate with Kidder Peabody & Company. He is a member ... (view full description)

Brandon Huffman

Managing Principal
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.  He is also a member of the Philadelphia Chapter of YPO.

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

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 S ... (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

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

Partner, CRE Industry Practice Leader
CohnReznick LLP

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

Ryan Kaplan

Managing Director, Real Estate
Goldman Sachs Asset Management

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

Theodore Karatz

Managing Director
GTIS Partners

Teddy Karatz is a Managing Director at GTIS Partners LP and responsible for sourcing and analyzing investment opportunities across the firm’s active U.S. funds.  Mr. Karatz is based in Los Angeles and was a key member in launching the firm’s branded build-to-rent platform for which they are a direct developer and operator.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Charlotte, Dallas, Munich and São Paulo.  The firm has 84 employees and approximately $4.7 billion of gross property assets under management (AUM).  Since September 2009, GTIS has committed approximately $2.4 billion of equity to the ... (view full description)

Alvin Katz

Katten Muchin Rosenman LLP

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

Dan Katz

Managing Director, Head of Originations
BrightSpire Capital

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

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

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

Managing Partner
Fox Trail Consulting, LLC

Todd is a creative and energetic leader with extensive experience building cohesive teams that enthusiastically pursue their goals. Todd is a  Managing Partner at Fox Trail Consulting, a private real estate investment firm, and has extensive experience structuring and capitalizing private real estate investments.  Todd has led the launch of five commercial real estate funds and multiple single-asset investments, helping his last company to achieve a 417% increase in AUM. Todd’s greatest professional accomplishment, however, is co-founding Fox Trail Consulting with his partners, Nathan Bergmann and Brooke Wilcken.            

Marc Lazar


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

Holland & Knight

Steven Lear is a Miami-based attorney and leader of Holland & Knight’s National Joint Venture Team.  Mr. Lear has more than 30 years of legal, tax and business experience representing top companies, including major homebuilders, in numerous joint ventures, mergers, acquisitions and dispositions (M&A) and other transactions. His clients include national homebuilders Lennar and Toll Bros., as well as funds, private equity and other real estate investors.   Mr. Lear assists clients 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 a ... (view full description)

Mark Levinson

Chair, Bus. Trans. & Finance
Carlton Fields, LLP

I have over 35 years of experience beginning my legal transactional/finance career in NYC as a real estate, corporate, capital markets and securities lawyer.  I focus on real estate, commerical, structure, public finance and capital markets transactions, syndications (including opportunity zone), and other securities transactions throughout a broad range of asset classes.  My practice is national in scope. I represent institutional and private clients who finance and invest in a range of projects from multi-family, hospitality, industrial retail and cannabis projects.  I add value to clients by being innovative and creative and focusing, when structuring, negotiating and document ... (view full description)

Heath Linsky

Morrison & Foerster LLP

Heath Linsky is a partner in Morrison & Foerster’s Corporate Finance | Capital Markets and REIT practices. Heath has over 20 years of experience representing public and private companies in general corporate matters, securities offerings and compliance, mergers and acquisitions, and real estate capital markets.  He has been recognized as a leading lawyer by Chambers USA, Legal 500 US and Atlanta magazine, and has significant experience advising public companies, including non-listed and listed REITs, on securities offerings, mergers and acquisitions, and joint ventures. Heath advises clients on corporate governance, audit and special committee matters; general securities law compliance, ... (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

David Lynn

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

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

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

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

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

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 27 years of broad based real estate experience and is a California licensed real estate broker.   Prior to MCA Realty, Mr. Mattox was the Principal Owner of Mattox Property Services, an opportunistic real estate investment and development company that identified and acquired underperforming assets.  In this role, he managed all facets of the repositioning process, including acquisitions, financial underwriting, debt and equity capitalization and physical due diligence.  Prior to t ... (view full description)

Joel Mayer

Managing Director
Rockwood Capital, LLC

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

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

Andell, Inc.

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

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

Alexa Mizrahi

Director, Loan Origination
Lone Oak Fund, LLC

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

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

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

Gary Mozer

Principal/ Co-Founder
George Smith Partners

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

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

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

Avik Mukhopadhyay

Managing Director
Kildare Acquisitions US, LLC

Avik Mukhopadhyay serves as a Managing Director at Kildare and is focused on distressed and opportunistic acquisitions in North America. Previously, Avik was part of Kennedy Wilson's (KW) Investment Management Division where he helped source both single asset and operating company/platform level investment opportunities for KW’s comingled funds, separate accounts and balance sheet.    Prior to joining KW Avik headed the Tactical Direct Investments group for J.P. Morgan Asset Management – Global Real Assets, where he, on behalf of large sophisticated institutional investors such as US Pension plans and SWFs, focused on investing in bespoke strategies via co-investments ... (view full description)

Ken Muller

DLA Piper

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

Peter Muoio

Chief Economist

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

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

Bridge Investment Group

Adam O’Farrell serves as Chief Operating Officer and a Director of Bridge of Investment Group Inc., a vertically integrated real estate investment fund manager with over $32 billion in assets under management. Mr. O’Farrell is also a member of the investment committees of various Bridge-managed funds, including Bridge Debt Strategies Funds, Bridge Opportunity Zone Funds and Bridge Logistics Value Funds. Mr. O’Farrell has more than 20 years of experience as a real estate investment management attorney with significant private equity, real estate and tax experience and a broad transactional legal background. Mr. O’Farrell joined Bridge as General Counsel in January 2012 and was responsible for ... (view full description)

Theo Oliphant

Managing Partner
Axis Development Group

David Packer

Pircher, Nichols & Meeks LLP

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

George Pandaleon

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

Founder and Managing Principal
Nantam Capital

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

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

Digital Realty

Perry Pinto

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

Ropes & Gray, LLP

Matt Posthuma is a partner in Ropes & Gray's asset management practice in Chicago and serves as leader of the firm's real estate funds team. Matt focuses on the formation of private investment funds. Matt forms strategic relationships with real estate companies, asset managers and financial institutions to create thoughtful solutions for their fundraising and investment needs. Matt helps sponsors with open- and closed-end funds in a wide range of investment strategies, such as real estate (including core, value-add and opportunistic), private equity, infrastructure, credit, hedge and other alternative asset classes. He also works with clients on joint ventures, separate accou ... (view full description)

Darren Powderly


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 relat ... (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

Managing Director-Commercial Division

Evan Ptalis joined Ten-X Commercial in May 2016 and is a Managing Director in the Commercial Business Development Group. Mr. Ptalis is a senior member of the Business Development team where he is responsible for managing a portfolio of institutional clients pursuing buy-side and sell-side opportunities through Ten-X’s online marketplace. Prior to joining Ten-X, Mr. Ptalis was a Vice President in the Securitized Products Asset Finance group at Credit Suisse focusing on CMBS/CRE origination, structuring, capital markets and securitization. While at Credit Suisse, Mr. Ptalis also held a role as the Senior Credit Officer responsible for the firm’s global commercial real estate busine ... (view full description)

Joshua Pukini

Managing Partner
AB Capital

Mr. Pukini is a Principal of both Cal Pac Capital & AB Capital. He is an innovative and accomplished leader with 15+ years of experience in privately funded real estate investments. A results-focused entrepreneur, Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital. An adept negotiator and strategist, Mr. Pukini is responsible for managing the firm’s total investment portfolio, evaluating deal risk & structuring opportunistic real estate ventures. Mr. Pukini is a licensed Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies. 

Paul Rahimian

Parkview Financial

Parkview Financial was founded in 2009 by CEO Paul Rahimian. Based in Los Angeles, the direct private lender provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States. Parkview manages a debt fund that originates approximately $400 million in construction financing each year with loans ranging in size from $5 million up to $100 million. Parkview’s excellent reputation as a private lender has been built on its 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, Indust ... (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

Managing Principal
James Investment Partners

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

Jeffrey Reder

Managing Director
CenterSquare Investment Management

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

Christopher Reeder

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

Walker & Dunlop Investment Partners

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

Jonathan Romick

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

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

Dan Rosenbloom

Managing Director, Head of Investments

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

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Eric Rowen

Greenberg Traurig, LLP

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

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

Allen Matkins

Alain R'bibo is a partner in the Century City office of California-based law firm Allen Matkins. Alain represents a diverse group of clients, ranging from private individuals and closely-held entities, to REITs, pension funds, and institutional owners and investors. His practice focuses on commercial real estate transactions and 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. In acquisitions and dispositions, Alain navigates clients throu ... (view full description)

Nadia Sager

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

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

Pircher, Nichols & Meeks LLP

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

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 $4.4 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, predevelopment, ... (view full description)

Brandon Sedloff

Managing Director
Juniper Square

Brandon is the founding SVP of Sales and Business Development at Juniper Square and leads a team of ~70 amazing and talented sales and business development professionals across ~10 cities. Prior to Juniper Square, he was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. He was the founder 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, he spent nearly 7 years in Hong Kong where he was Head of Asia Pacific Real Estate for GLG (formerly Gerson Lehrman Group), and l ... (view full description)

Bryan Shaffer

Principal/Managing Director
George Smith Partners

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

Punit Shah

Chief Executive Officer
Liberty Group

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

Hilary A Shalla

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

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

Jesse Sharf

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

Morrison & Foerster LLP

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

William Shopoff

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

DRA Advisors LLC

Matthew D. Shore is the Chief Investment Officer at DRA Advisors, a private equity real estate investment firm with approximately $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 valuati ... (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

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, co-founder and Principal of Strada, is a member of the Investment Committee and helps lead Strada’s deal sourcing efforts throughout the Western United States.  Scott is actively involved in the asset management, financing and disposition of all of Strada’s investments, working directly with Strada’s various deal teams. Since its inception in 2010, Strada has executed over $1 billion of value-add office acquisitions and developed over $3 billion of institutional office & residential product. Prior to founding Strada, Scott worked as a Senior Vice President at the CIM Group; heading its Northern California office. ... (view full description)

Allan Sternberg


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

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is Managing Partner of Argosy Real Estate Partners, a real estate fund manager with approximately $1.7 billion in real estate assets under management through seven fully discretionary, commingled funds. Argosy invests nationwide through opportunistic, value-added, core-plus and Opportunity Zone strategies in conjunction with operating partners. Mr. Stewart has general management responsibilities for the firm's investment strategy, asset management, operations, and fundraising. He is a member of the firm's Investment Committee and Management Committee. Mr. Stewart has over 20 years of real estate investment and operating experience, involving over $2 billion of diverse ... (view full description)

Jeffrey Stoke

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

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

McGuireWoods LLP

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

DJ Van Keuren

Co-Managing Member

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

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

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

Andy Walburger

Senior Director

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

Director, Client Advisor
Alex. Brown

  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. He is sensitive to the ... (view full description)

Joe Walsh

Senior Project Manager

  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)

Patrick Walsh

SVP, Commercial and Industrial Lending
Axos Bank

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

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

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

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


Kenneth Weissenberg is a Tax Partner and Chair Emeritus of Eisner Advisory Group's 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.  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 serves a diverse client base that includes privately held and publicly traded r ... (view full description)

Michelle Wells

EVP of Investor Relations

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

Sondra Wenger

Managing Director
CIM Group

Thomas Whitesell

EVP, Group Head, Real Estate
Pacific Western Bank

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

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

President of Institutional Solutions
Crown Global Insurance

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

Chris Winnen

Managing Principal, Real Estate Equity
Allstate Investments

Bradley Wood

Managing Director, Economic & Valuation Services

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.

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

SVP & General Counsel

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

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

CliftonLarsonAllen Wealth Advisors, LLC

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

Kev Zoryan

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

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

Warren de Haan

Managing Co-CEO
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE. He is the Head of Asset Originations. Mr. de Haan has over 20 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014. Prior to STWD he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance business that was launched in 2004 and grew into one of the largest lending platforms in the United States focused on middle markets, closing ov ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for The 15th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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


    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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