Conference Update
IMN is moving forward with the in-person conference with updated health and safety protocols

This is a past event please click  HERE  for the upcoming program.

Laus Abdo

Founder and CEO
AGP Capital

Laus Abdo is Founder and CEO of AGP Capital and is directly involved in originations and underwriting. He has over 30 years of commercial real estate experience and has been involved in over $1-billion of real estate transactions. Laus began his career with positions at Paine Webber, Shearson Lehman Brothers and Smith Barney, and then set up AGP Capital which focused on financing gaming properties. He later turned his attention to commercial real estate development and joined a commercial real estate development firm as an Executive Vice-President, where he was responsible for the entire life cycle of the project, including land acquisition, pre-development, entitlement, planning, constructi ... (view full description)

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

Quincy Allen is Co-Founder and Managing Partner of Arc Capital Partners (“Arc Capital”), a Los Angeles-based real estate platform that targets urban mixed-use environments in the path of millennial growth.  Along with his business partner, Neville Rhone, he is responsible for overall firm strategy, investments, asset management, financing and dispositions. Quincy is a 25-year veteran of real estate development, portfolio management and investing with over $8 billion of transaction experience. Prior to forming Arc Capital, he was Managing Director and investment committee member of Canyon Capital Realty Advisors (“Canyon”). At Canyon, Quincy led the acquisitions team for the Canyon-John ... (view full description)

Steve Anapoell

Of Counsel
Carlton Fields

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

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

Chris Barbier

Senior Director
Yardi Systems

Chris Barbier is the Industry Princip[al – Investment Management at Yardi focused on institutional investor and fund managers.  He has over 27 years of experience working with global software, financial, and professional service businesses focused mainly on the investment aspects of the real estate and private equity industry.  Prior to starting his career in Real Estate, Chris worked as a CPA doing financial and technology audits at Ernst & Young.  Chris holds a B.Sc. in Accounting and Finance from La Salle University and an MBA from Villanova University.

David A. Barksdale

Norton Rose Fulbright US LLP

David Barksdale is a partner in the Los Angeles office of Norton Rose Fulbright. He draws on more than 30 years of experience in advising clients on real estate finance and investment matters. Dave represents private equity funds in the investment and deployment of capital, whether as debt or equity. He also represents both lenders and borrowers in structured and syndicated finance transactions and handles acquisitions, dispositions, leasing, workouts and restructurings involving real estate assets of all types. Dave represents life insurance companies, pension funds, financial institutions and investment banks as lenders and equity investors utilizing project finance, and as len ... (view full description)

Sam Battle

Senior Manager
Moss Adams LLP

Sam has practiced public accounting since 2006. He provides assurance services to clients in the real estate industry, including real estate funds, public non-traded REITs, investment companies, and property management companies. Sam works closely with his clients on real estate valuations, consolidation issues, acquisition accounting, internal control structures, best practices, and various accounting issues. Prior to his current role at Moss Adams, Sam served as the assistant vice president of finance at Partners Group. His responsibilities included financial reporting in accordance with US GAAP, IFRS, investment company reporting, SEC compliance matters, product structuring, and ass ... (view full description)

Matt Bear

Bear Real Estate Advisors

Matt Bear - Founder Matt Bear is a real estate and finance business leader with a rich history of approximately 28 years of transactional, development and advisory experience, including 10 years of principal investing and retail real estate development. His experience covers many of the major markets of the United States with clients and key business relationships that span across the real estate, finance and private equity sectors. In 2001, Matt was one of two founding partners of Venture Development Group, which specialized in the development of single tenant buildings, neighborhood and power center projects. The firm acquired, developed, and/or disposed of 20 ... (view full description)

Lisa Bhathal Merage

Managing Partner & Chief Impact Officer

Lisa Bhathal Merage serves as Chief Impact Officer and Managing Partner of Revitate, an alternative investment platform built upon the legacy and success of the RAJ Capital family investment office. RAJ Capital was established after successfully selling the family’s 50-year old women’s swimwear business, RAJ Swim, to private equity.  Lisa was CEO of RAJ Swim from 2006-2016.  Along with her family, Lisa is co-owner of Sacramento Basketball Holdings which owns the Sacramento Kings, Golden 1 Center, the Sawyer Hotel and residences, and is the developer of the Downtown Commons entertainment and sports district in Sacramento. She is also Managing Partner and Social Impact Council Chair of RevOZ C ... (view full description)

Alex Bhathal

Co-Owner Sacramento Kings & Managing Partner

Alex Bhathal is Founder, Executive Chairman, and Managing Partner of Revitate, building upon the legacy and success of the RAJ Capital family investment office. Alex is co-owner and Executive Director of Sacramento Basketball Holdings, which owns the Sacramento Kings, Golden 1 Center and Downtown Commons entertainment and sports district. He is also Managing Partner of RevOZ Capital, a leader and early adopter in Opportunity Zone real estate investing; Senior Operating Partner of Rx3 Growth Partners, a consumer growth fund; a Board Director for Compass Diversified (NYSE: CODI), Mark IV Capital, and Aspyr Holdings. Alex is a member of YPO and earned his B.A. from the University of Californ ... (view full description)

Kelly Blair

Chief Financial Officer
Mark IV Capital

Serving as the Chief Financial Officer at Mark IV Capital, a privately held real estate firm focused on acquiring, investing in, developing and managing commercial real estate projects, Kelly Blair is responsible for the oversight of all of the firm's financial activities including corporate finance, financial reporting, board reporting, budgeting, management information systems and tax. In addition, Kelly serves as a key member of the executive management team playing a material role in complex debt structuring and underwriting transactions involving the acquisition, development or refinancing of assets. Kelly brings over 20+ years of experience across a breadth of capital markets, corporat ... (view full description)

Philip Block

Managing Partner
LBX Investments

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

Dave Bragg

Co-Head of Strategic Research
Green Street

Dave is Co-Head of Strategic Research at Green Street, the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the United States and Europe. His research informs property investors’ decision-making process across real estate sectors and metro areas in the public and private markets. Frequent themes of Dave’s research reports include valuation, performance measurement, capital flows, sector and market selection, demographics, policy, and technological disruptors. He also focuses on REIT-specific themes such as capital allocation, balance sheet management, and corporate governance. Dave regularly meets with Green Street’s top clien ... (view full description)

Manuel Bremont

Managing Director
Ankura Real Estate Advisory

Manuel Bremont is a Managing Director at Ankura based in Dallas. He brings over 19 years of experience in real estate, hospitality, tourism and other leisure products across the US, Latin America, the Caribbean and Europe. His advisory expertise is broad and includes market and feasibility analysis, strategic planning, operational diagnostics, interim/asset management, due diligence, restructuring, litigation support and M&A. During his career, Manuel has advised public entities, multinational development companies, financial institutions, PE firms, law firms and international lodging companies. He served as part of the team managing the Lehman Brothers Holdings, Inc. bankruptcy es ... (view full description)

John Bruno

Principal, Investments
CIM Group

John Bruno 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 2008, Mr. Bruno was an Associate within Bank of America Securities’ private placement and leveraged finance groups. Mr. Bruno began his career as an analyst with KPMG.  Mr. Bruno received a dual degree in Finance and Political Science from Southern Methodist University and an M.B.A. from the Haas School of Business at the University of California, Berkeley.

Mark Burkemper

Senior Managing Director
Harrison Street

Mr. Burkemper joined the firm in 2009 and is a member of the firm’s Executive Committee. As Head of the Transactions group, Mr. Burkemper is responsible for overseeing the day-to-day operations of the North American Transactions group. In addition, he is responsible for sourcing transactions and forming joint venture relationships within the healthcare and life science sectors. Prior to joining Harrison Street, Mr. Burkemper was at Morgan Stanley within its Merchant Banking Real Estate Investing Group. While there, he sourced, underwrote and closed acquisition and joint venture opportunities in the US, Canada and Mexico for several of its funds. In this capacity, he analyzed pote ... (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)

Emily Butler

CohnReznick LLP

Emily Butler, CPA, is a partner and a member of the firm’s Assurance Practice. Based in the Miami office, she has approximately 17 years of public accounting experience in providing client services in the areas of audit, reviews and compilations, and other relevant accounting services. This experience includes working with real estate funds, real estate developers, and owners and operators of the following assets: hotels, office, flex, industrial, multifamily, single family, land, and condo development. Emily is experienced with the requirements of investment funds and with Investment Company Guide – Fair Value, GAAP cost basis, IFRS, and income tax basis reporting. Emily is resp ... (view full description)

Brandy Carlson

EPIC Advisory

Brandy has spent much of her career working with or advising high growth companies in the financial services industry. She has held executive-level positions leading business development, client relations, marketing, and capital markets in the banking and commercial real estate industries. At Epic Advisory, Brandy helps bring talented, mission-led management teams to market. Her most recent engagement has been advising the portfolio management team of a $1 trillion global asset manager on the launch of its inaugural impact-led, private equity real estate vehicle. Prior to partnering with Epic, Brandy built the strategic planning and capital raising programs for several early stage, inv ... (view full description)

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)

Josh Childress

Landspire Group/TPG

Josh Childress co-founded LandSpire Group to further his personal commitment to community development and expand the investment platform for people of color. While Josh spent 15 years as a professional basketball player in the U.S., Greece, Australia and Japan, he has cultivated over 10 years of experience as a venture capitalist and real estate investor. He was a seed stage investor in Viola, the largest black-owned cannabis company, and is part owner of the SouthEast Melbourne Phoenix, the only black and minority-owned sports team in Australia.   In 2010, Josh founded the Josh Childress Foundation (JCF) to provide mentorship and resources to high school and collegiate athletes. ... (view full description)

Daniel Chin

Managing Director
Noble Street Advisors

Daniel Chin is Managing Director and Chief Technology Officer of Noble Street Advisors where he leads the Financial Planning & Analysis and Financial Systems Groups. Daniel’s experience has benefited clients in bringing together accounting and technology resources to build foundational business decision making tools. He has overseen and developed key accounting, reporting and data automation platforms for Real Estate sector clients ranging from commercial/industrial funds & REITs to large multifamily developers such as the Related Group. Daniel is a graduate of the University of Central Florida, Kenneth Dixon School of Accounting.

Adam Christofferson

SVP/Division Manager, Southern California Division
Marcus & Millichap

Adam Christofferson is the senior vice president and division manager for the Southern California division. He began his career with Marcus & Millichap in 1997 as sales assistant. Mr. Christofferson became a sales agent focusing on the Southern California retail market in 1998, and was a top retail agent in the Encino office just two years later. He was appointed sales manager in the Encino office in 2001, where he led the office to a record-breaking year. In 2002, Mr. Christofferson relocated from Southern California and was named regional manager of the Denver and Salt Lake City offices where he spearheaded a major expansion. Under his watch, the Denver office had five consecutiv ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

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

Dennis Cisterna

Chief Investment Officer
Sentinel Net Lease

Dennis Cisterna is the co-founder and Chief Investment Officer for Sentinel Net Lease and guides the firm's investment strategy and growth. Sentinel Net Lease was recently named one of the Top 10 Emerging Investment Managers by Financial Services Review, He also serves in the same capacity for Lafayette Communities, one of the largest residential build-for-rent operators in the nation. One of the most well-known executives in the real estate investment sector, he has completed more than $3.6 billion worth of real estate transactions across the U.S. and Europe. He previously served as the CEO of Investability Solutions, a vertically integrated service provider to institutional rea ... (view full description)

Jeff Cline

SVN | SFR Capital Management

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

Meghan Cocci

Latham & Watkins

Meghan Cocci, Global Co-Chair of the Hospitality, Gaming & Leisure Industry Group, represents property owners, investors, and operators on their most complex and highest-value projects and transactions around the world. A nationally recognized real estate lawyer, Ms. Cocci advises clients on a broad range of transactions and strategic matters with a particular focus on the hospitality industry. She delivers creative and business-focused counsel to a variety of market participants, including hotel and non-hotel real estate investment trusts (REITs), private equity funds, family offices, real estate developers, and hotel brands. Ms. Cocci’s practice includes: Single ass ... (view full description)

Maggie Coleman

Managing Partner, Private Capital Advisory | Real Estate
Sera Global

Maggie Coleman is a Managing Partner at Sera Global. Maggie leads our Private Capital Advisory practice for Real Estate and is responsible for advising leading general partners, operating companies and managers of real assets on capital formation and fund strategy including capital raising. Additionally, Maggie oversees Sera Global’s investor coverage across institutional relationships, private equity and private capital groups. Prior to joining Sera Global, Maggie was a Senior Managing Director and Head of International Capital, Americas at JLL focusing on advising cross-border investors on their real estate strategies, facilitating the deployment of offshore capital into JLL’s ... (view full description)

Nick Condie

Strategic Account Director
Juniper Square

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

Christine Cooper

Chief US Economist
CoStar Group

Christine Cooper is Chief U.S. Economist and Managing Director at CoStar Group, providing insights and analysis of national and regional macroeconomic conditions, and leading CoStar’s Quantitative Analytics team. Prior to this role, she was Managing Director of Market Analytics for the Western region, with more than a dozen commercial real estate market analysts covering metros in the thirteen states of the West Coast and Mountain regions. Previously, she led the Institute for Applied Economics at the Los Angeles County Economic Development Corporation, producing numerous studies and presentations for government agencies, industry leaders and legislative bodies. Earli ... (view full description)

Sean Dalfen

President & CIO
Dalfen Industrial

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

Coleen Danaher

Regional Vice President of Business Development, Western US
JTC Americas

With over 20 years’ experience within financial services, Coleen has worked with brokers’ accountants, lawyers, and consultants, developing key relationships with many large players in the industry, especially within financial institutions and the real estate market. She is highly skilled in handling complex financial transactions and making them simplified and scalable. Authoring several articles and blogs, Coleen is also a frequent presenter at events across the US. In her role, Coleen specializes in Opportunity Zones, Private Equity, 1031 tax-deferred exchanges and EB-5 transactions. Prior to JTC, Coleen worked as Vice President at Cole Taylor Bank in the US with e ... (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)

Ben Darwin

CliftonLarsonAllen LLP

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)

Kate Davis

Director, Portfolio Management
Harrison Street

Kate Davis joined Harrison Street at the start of 2021 as a Director and Portfolio Manager for the Harrison Street Core Property Fund, with assets of over $12B invested in senior housing, medical office, student housing, life sciences and storage assets.  Prior to joining Harrison Street, Ms. Davis was President & Portfolio Manager at Broadstone Real Estate, where she was responsible for the launch and management of a diversified fund of real estate investments. Before that, she was Portfolio Manager and Head of Research and Operations at Resource America. Over her career, Ms. Davis has held a variety of roles in real estate and finance. Ms. Davis holds a BS in Finance from t ... (view full description)

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing
PGIM Real Estate

Lisa Davis is an executive director at PGIM Real Estate and portfolio manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy, including the creation of a new impact investing fund. Most recently, Lisa was director of Investor Relations and Specialty Originations at Pembrook Capital Management, where she raised capital from institutional investors for commercial real estate investment, primarily focusing on affordable housing and community development.  Before joining PGIM Real Estate, Lisa spent six years at the Ford Foundation, where she made grant investments in affordable housing and comm ... (view full description)

Jeff DiModica

President & Managing Partner
Starwood Property Trust

Jeffrey F. DiModica, CFA, has been the Company’s President since September 2014. He has also served as a Managing Director of an affiliate of the Manager since July 2014. Mr. DiModica served as a director of the Company from its inception in 2009 to July 2014.   From 2007 to 2014, Mr. DiModica was a Managing Director and the Head of MBS/ABS/CMBS Sales and Strategy for the Royal Bank of Scotland (RBS). In that role, he was responsible for the distribution of mortgage-backed securities (“MBS”), asset- backed securities (“ABS”) and commercial mortgage-backed securities (“CMBS”) to institutional clients, including banks, hedge funds, insurance companies and money managers. Previously ... (view full description)

Jim Dillavou

Paragon Commercial Group

Jim is co-founder and principal of Paragon Commercial Group where he focuses on corporate strategy, acquisitions and capital structuring. Jim’s background in development, law and capital markets has powered Paragon’s steady growth and reputation as one of the preeminent retail development firms in California.  Jim is a former real estate and finance attorney with Latham & Watkins LLP where he represented developers, equity investors and lenders in capital structuring, acquisitions, dispositions, leasing and entitlements. Jim’s practice also included the representation of institutional clients including Credit Suisse, Goldman Sachs and Deutche Bank in the acquisition, financin ... (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.

Robert Durand

Executive Vice President

As executive vice president of finance for KBS, Mr. Durand is responsible for overseeing the KBS financing team, developing lending relationships, and negotiating the financing for all KBS real estate assets. Mr. Durand is also a member of the Investment Committee, where he applies his twenty-five years of commercial real estate experience to the evaluation and approval of all new investment opportunities for the company. Prior to joining KBS, Mr. Durand was a vice president in JP Morgan Real Estate’s CMBS group and was responsible for the origination, structuring and negotiation of CMBS, construction, bridge and mezzanine loans. He also spent more than 10 years at Babson Capital Manag ... (view full description)

Susan Eastridge

CEO & President
Concord Eastridge

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

Sean Egan

Managing Director
Egan-Jones Ratings Co.

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

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)

Thomas Errath

Managing Director
Harrison Street

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

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

Jeff Feinstein

Managing Director
Pinnacle Partners

Jeff Feinstein is a Founder and Managing Partner of Pinnacle Partners.  Pinnacle is an Opportunity Zone investment firm that has just launched Fund 8 multifamily OZ fund of 4 projects.  We seek strategic Family Office investors that wish to obtain exposure to growth markets in Atlanta, Nashville and Denver.  Pinnacle also has single asset projects located on the west coast.  Please contact me if you are interested to learn more.  

Greg Fishman

Greenberg Traurig, LLP

Gregory A. Fishman is a Shareholder in the Real Estate Practice of Greenberg Traurig’s Chicago office. Greg focuses his practice on domestic and cross-border real estate transactions, private equity and real estate finance. He represents clients in connection with the formation of real estate funds, investment in real estate funds and joint ventures, acquisitions and dispositions of real property; and leasing and management of office, retail, industrial, multi-family and hotel properties. He also has experience with construction, mezzanine and general secured real estate financings. Greg's clients include institutional investors, investment advisors, public and private real estate companies, ... (view full description)

Jim Flaherty

President & Chief Executive Officer / Backshop

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

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

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

Mark Fluent

Head of CRE Banking
Deutsche Bank

CJ Follini

Managing Principal
Noyack Capital

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

David Fong

GoodLife Housing Partners

David N. Fong is a founder and partner of Goodlife Housing Partners (“GoodLife”), a real estate investment firm headquartered in Los Angeles, California.  David is responsible for the firm’s capital  raising, joint ventures, debt and overall operational strategies and business plan executions.  Together with its related affiliates, GoodLife owns and manages a real estate portfolio valued at approximately $616 million, including, over 2200 apartment units and 2000 beds of student housing located at the University of Southern California and the University of Nevada, Las Vegas, and approximately 300,000 square feet of office/industrial flex space in the Dallas-Fort Worth and Oklahoma City metro ... (view full description)

Ian Formigle


Ian is a real estate professional and serial entrepreneur with over 24 years of experience in real estate private equity, equity options trading and start-ups. Ian is Vice President of Investments at CrowdStreet, overseeing its marketplace, an online commercial real estate investment platform that has completed nearly 300 offerings totaling some $11 billion of commercial real estate. Ian is the author of “The Comprehensive Guide to Commercial Real Estate Investing” and he is a contributing author at Prior to joining CrowdStreet, Ian was VP of Business Development for ScanlanKemperBard Companies, where he managed the firm’s alternative investment platform and served as ... (view full description)

Paul Foye

US Real Estate Practice Leader

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

Chris Fraley


Joseph Friedman

Executive Vice President, Senior Counsel

Scott Gale

Ventus Group

Determined to find and execute on opportunistic real estate opportunities, Scott Gale formed Ventus Group (“Ventus”) in 2006. From 2007-2013, Scott acquired nine distressed properties from various banks and builders, located throughout California and Oregon. Since 2014, Ventus has dedicated its efforts solely to The Fig. During this period, Scott and his team assembled more than eight contiguous acres in a prime Los Angeles location, all along advancing the design, analysis, and entitlements for The Fig-  a 4.42-acre mixed-use development (hotel, residential, retail). Prior to forming Ventus Group, Scott served as Vice President of Land Acquisition at Shea Homes where he acquired 3,146 ... (view full description)

Adam Gibbons

Managing Director
CIM Group

Mr. Gibbons is a Managing Director on the Investments team at CIM Group.  Since joining CIM in 2011, Mr. Gibbons has led over $5.0 billion in transactions across CIM’s opportunistic, value-add, stabilized, credit and infrastructure strategies.  He currently serves as the Credit Originations Director of the CIM Real Estate Credit Strategies platform and is responsible for leading CIM’s loan originations efforts across all U.S. markets.  Mr. Gibbons earned his MBA from the Stanford Graduate School of Business.  Prior to business school, Mr. Gibbons worked as an Associate at Lehman Brothers in the Global Real Estate Group across loan underwriting, origination and investment banking capacities. ... (view full description)

Garrick Gibson

Baker Tilly

Garrick Gibson, a partner with Baker Tilly, specializes in partnership tax concepts and tax incentivized real estate for development projects. He joined Baker Tilly in 2020 and has more than 15 years of experience. Garrick consults clients on the use of federal and state credits and incentives, reviews potential financial benefits, provides application and product review, as well as tax benefit analysis and support. Garrick also co-hosts BuzzHouse, a Baker Tilly podcast series specifically for professionals in the multifamily housing industry.

Ryan Gibson

Spartan Investment Group, LLC

Ryan Gibson is the Chief Investment Officer and the Co-Founder of Spartan Investment Group (SIG). He has organized over $125M of private equity for Spartan’s projects. Ryan has experience managing development of SIGs projects in challenging markets. For SIG, Ryan is responsible for investor relations and capital raises for projects. Ryan is also a highly experienced commercial airline pilot. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising. Spartan Investment Group (SIG) is a real estate development & syndication company that is headquartered in Golden, CO. SIG owns and operates ... (view full description)

Andrew Gindy

Walton Street Capital LLC

Andrew Gindy is a Principal in the acquisitions group at Walton Street Capital. He is primarily responsible for sourcing, evaluating, and executing new equity investments on behalf of the firm’s flagship series of value-add opportunistic funds. He has been involved in direct real estate investments, portfolio transactions, joint-ventures, and developments across North America and Western Europe. Mr. Gindy earned his Bachelor of Science degree from Cornell University. He is a member of ULI and the AHLA Investment Roundtable.

Simon Goldstein

Buckingham Advisors

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

Casey Gordon

Vice President

Casey Gordon has over 25 years of expertise providing program and construction management services for a variety of project types, including cannabis dispensaries and grow facilities, high-end retail, cultural, corporate, and hospitality. This experience includes authoring and implementing profitability tracking protocols, project management tools, and peer-to-peer construction change management protocols. Having led the team that was awarded the CMAA’s “Best Construction Manager on Projects over $100M,” Casey has a proven track record building and leading teams on projects from conception through occupancy on large scale, multi-million dollar capital ventures.

John Gottfried

Acadia Realty Trust

John Gottfried is the Chief Financial Officer of Acadia Realty Trust.  John serves on the investment committee and is responsible for all real estate finance, capital market activities, accounting, financial reporting, budgeting/forecasting, tax and treasury functions. He joined Acadia after 18 years at PwC, where he was a Partner and most recently served as the assurance leader of PwC’s New York City Real Estate practice.   Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and opportunity fund – platforms.  Acadia has built a best-in-class, location-driven core real estate portfolio with meaningful ... (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)

Martin Griffiths

Partner, Tax

Martin Griffiths is a Tax partner at KPMG LLP, based in the firm’s Los Angeles office. He currently leads the KPMG Asset Management Tax practice and the Family Office practice in the Pacific Southwest. He has extensive experience providing both tax consulting and compliance services to some of the top real estate companies in Southern California. He has served as a CFO of a public REIT and was the Senior Vice President, Tax for the largest privately held multifaceted real estate company in the United States. Martin has assisted with the IPO process of two REITs and a publicly traded C corporation that owns real estate. Martin has consulted both on the acquisition and ... (view full description)

Rick Gross

Carlton Fields

Dennis Grzeskowiak

Bellwether Asset Management, Inc.

Mr. Grzeskowiak co-founded Bellwether in 2013 and has 20 years of experience in asset management and special servicing. At Bellwether, Mr. Grzeskowiak focuses on portfolio management and technology initiatives, with particular asset management expertise in debt as well as multifamily equity investments totaling over 33k units. Prior to forming Bellwether, he was Vice President of Asset Management at Trimont Real Estate Advisors, where he was responsible for a $2bn portfolio of performing and non-performing commercial real estate investments related to multiple property types throughout the United States. During his time at Trimont, Mr. Grzeskowiak developed a proprietary valuation cash flow ... (view full description)

Daniel Guggenheim

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Danny Guggenheim is a member in the Los Angeles office of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C., and dedicates the bulk of his practice to representing private equity and pension funds, family offices, life insurance companies, banks and other investors in all aspects of transactional real estate, with a focus on joint ventures and other investment vehicles, acquisitions and dispositions, borrower-side financings, and lending.  His practice often requires complex investment structuring, such as multiple tiers of partnerships, acquisitions and dispositions of entity interests, recapitalizations involving sequenced contributions, distributions and redemptions, private REITs, and ... (view full description)

Michael Haas

Latham & Watkins LLP

Michael Haas, Global Co-Chair of the firm’s Real Estate Practice, represents private equity firms, real estate asset managers, and public and private real estate companies in sophisticated, market-defining transactions. A widely recognized market leader in real estate private equity and finance, Mr. Haas helps clients successfully navigate their most complex deals in the United States and internationally. He brings broad experience across a range of asset classes, including multifamily housing, industrial and logistics facilities, senior housing, retail spaces, data centers, and office buildings. Mr. Haas’ work includes: Mergers, acquisitions, and dispositions J ... (view full description)

Tony Hallada

Managing Principal
CliftonLarsonAllen Wealth Advisors, LLC

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

Jennifer Halvas

Managing Director of Investor Relations

Jennifer Halvas oversees investor relations where she is responsible for developing and maintaining relationships with the institutional investor community. Additionally, Jennifer is a Partner and a member of the Firm’s Investment Committees. She was previously at O’Melveny & Myers LLP, where she represented a variety of clients in real estate, project development and finance transactions. Jennifer holds a B.A. with honors from the University of Southern California and a JD from Vanderbilt Law School.

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.

Carey Heyman

Managing Principal of Industry
CliftonLarsonAllen LLP

Carey is a CPA and trusted advisor with over 17 years of experience providing accounting, assurance, tax, and consulting services to real estate industry owners, operators, family offices, developers and syndicators.  He has a proven track record of helping clients build and retain capital by leveraging tax- and cost-saving strategies and employing tax credits and incentives.  Carey also consults with high net worth individuals, large family groups, and owners of closely-held businesses on all aspects of tax planning, estate planning, and retirement planning. Carey became the Managing Principal of the Real Estate Industry in January 2021.  He is a regular contributor ... (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.

Paul Hoffman

SVP and Sr Director, C-PACE
Western Alliance Bank

Paul Hoffman, Senior Vice President – Sr. Director C-PACE Mr. Hoffman has over 25 years of experience in residential and commercial real estate including expertise in business expansion, debt and equity finance, sales management, acquisitions, construction and development. Prior to joining Western Alliance, Paul held leadership positions at several financial institutions, most recently at Genesis Capital, Banc of California, and Citizens Business Bank. Paul sits on the Board of Directors at South Coast Communities Inc., is the Co-Founder of the Ambassadors Program at Children’s Hospital Los Angeles, and is a Certified Mortgage Banker with the Mortgage Bankers Assoc ... (view full description)

Jared Hutter

Managing Principal & Co-Founder
Aptitude Development

Jared Hutter co-founded Aptitude Development (and its predecessor BLVD Equities in 2014) with the intention of building ground-up purpose built student housing throughout the United States. Jared's expertise and focus is on picking new markets, entitling the projects, and developing the best student housing locations around the country. With Aptitude, Jared oversees all site selection and acquisitions, market/ site feasibility and financial analysis, equity raise and investor management Prior to starting his own firm, Jared was involved in the building, purchase, and management of several hundred million dollars of real estate throughout all sectors. Jared Hutter holds a Bachelors of S ... (view full description)

Brent Iloulian

Managing Principal
Hackman Capital Partners, LLC

MANAGING PRINCIPAL — REAL ESTATE OPERATIONS Brent started at Hackman Capital Partners in 2015 and oversees real estate operations and transactions for the company and its affiliated entities.  Brent manages and executes on the Company’s acquisition, disposition, joint venture, financing, asset management and development investments.  He also advises and coordinates on the execution of the firm’s real estate investments and strategic objectives.  Brent is a member of the firm’s Executive Management Committee, Investment Committee and serves as General Counsel where he directs all legal aspects of the Company’s corporate and investment dealings. Prior to join ... (view full description)

Zain Jaffer

Zain Ventures

Zain Jaffer sits on the investment committee for all real estate acquisitions and venture capital investments at Blue Field Capital. Zain was previously a technology entrepreneur who founded his first start-up at the age of 14 and sold his last company to Blackstone in all-cash acquisition for $780M. After his succesful exit, Mr. Jaffer began investing in real estate through Blue Field Capital where he is involved in all aspects of real estate acquisition, development and financing. He also started the Blue Field Venture Capital Fund during the pandemic, with the realizatoin  that COVID would accelerate opportunities for technology to be utilized in the real estate industry. The VC fun ... (view full description)

Deepa Janha

Head of Asset Management
Langdon Park Capital

Deepa Janha leads asset management at Langdon Park Capital.  Janha is responsible for creating institutional-level asset management policies and procedures, in addition to assisting with new business development for the firm. Janha also sits on the firm’s Investment Committee.  Prior to joining Langdon Park Capital, Janha was Vice President, Asset Management and Director of Diversity, Equity and Inclusion for CenterCal Properties, a retail led, mixed-use developer, where she led the company’s asset management and DEI initiatives.  Prior to joining CenterCal, Janha was a Principal for Hidden Park Advisors, serving clients in real estate, education, non-profit, entertainment and technolo ... (view full description)

Jacqueline Johnson

Head of Administration Sales
Juniper Square

Jacqueline Johnson has led Juniper Square's Fund Administration sales since its inception in March 2020, overseeing the growth of the business to become one of the leading fund administrators with a focus on Real Estate funds.    Prior to joining Juniper Square in 2018, Jacqueline spent 12 years with Forex Capital Markets overseeing business development of institutional partnerships.    She started her career with Intrawest, a Canadian developer and operator of luxury destination resorts.  Jacqueline received a BBA in International Finance and Marketing from the University of Miami, and a Masters in Real Estate Finance from Georgetown University.    She resides in the ... (view full description)

Malcolm Johnson

Langdon Park Capital

Malcolm Johnson is the Founder and CEO of Langdon Park Capital, a real estate investment management company that sources opportunities and creates value through local expertise, strategic relationships with development partners and corporate tenants and a deep understanding of the communities in which its real estate investments are located. Johnson directs the overall strategy and operations of Langdon Park Capital. Johnson has 17 years of experience in the commercial real estate industry. Previously, he was an Executive Director in JPMorgan’s Commercial Real Estate group, where he led the firm’s efforts on a new platform that deployed equity into affordable and workforce housing proj ... (view full description)

Daniel Kaplan


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

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.

Afshin Kateb

Nimes Real Estate

As Chief Financial Officer, Afshin Kateb brings over 25 years of hospitality and real estate industry experience to Nimes Real Estate. Mr. Kateb manages the finance department, including: accounting, tax, internal & external reporting, treasury/cash management, risk management, asset management, and financial planning & analysis. He also plays a very active role in the company’s acquisitions and project management areas. Prior to joining Nimes, Mr. Kateb served as the CFO of SBE where he provided strategic financial, information technology, capital markets and structured finance, lender relations,  tax and accounting, project accounting and finance for ground up and renovation ... (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)

Josh Katzin

AECOM Capital

Martin Kay


Martin Kay is the Founder & CEO of Entera, the leading technology + services platform for Institutional & Mid-Market Single Family Investors. Entera is the all-in-one solution to intelligently find, buy and operate single-family homes across 26 markets, enabling speed, control and maximum returns. Many of the largest residential investors in the world use Entera’s marketplace to buy & sell 1000+ homes per month.  Entera was founded in 2018 and has raised $40M of venture capital from several tier 1 investors including Goldman Sachs, Craft Ventures & Bullpen Capital.  Martin is veteran of the single-family investment space. Prior to Entera he founded Greenlet Invest ... (view full description)

Jeremy Keele

Managing Partner
Catalyst Opportunity Funds

Jeremy is co-founder and Managing Partner of Catalyst Opportunity Funds, a real estate investment firm focused on transformative community development in historically underserved markets around the US. To date, Catalyst has deployed ~$250 M of equity into 15 institutional-grade real estate developments in high-growth secondary markets around the US, including Salt Lake City, Bozeman, Tacoma, Minneapolis, Nashville, Louisville and St. Louis. Prior to founding Catalyst, from 2014 to 2018, Jeremy was President & CEO of the Sorenson Impact Center, a university-based think-tank focused on impact investing, social finance, public-private partnerships, policy innovation, impact meas ... (view full description)

Taejo Kim

Managing Director
Oaktree Capital Management, LP

Evan Kinne

President / Managing Director
George Smith Partners, an AXCS Capital company

Mr. Kinne joined AXCS Capital as President and brings captial markets expertise that is predominantly focused on institutional   real estate projects. Prior to AXCS, Evan worked at George Smith Partners, a well-known boutique capital markets advisroy firm. At GSP, Evan's deal track record topped $4BB in total captialized value.  Prior to GSP, Evan was a Vice President at Watertower Group, a boutique advisory focused on dynamic and innovative companies shaping technology, consumer internet and digital media. Evan has advised over 20 internet, technology, and media companies on series A-D equity capital formation and M&A. Evan’s other experience includes: Director of Business Development a ... (view full description)

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Michael has over 35 years of experience in finance and company operations.  He has successfully started and operated three companies, several divisions for his employers and has originated, approved or worked out billions of dollars in loans to both corporate and real estate clients.  Michael started his career at Union Bank in Los Angeles, where he completed the Management and Credit training program.  He has worked for money center, regional and community banks, including Chase Manhattan Bank, Union Bank, Wachovia Bank and China Trust Bank.  Prior to founding Freedom Financial Funds, LLC, he co-founded and served as the Chief Operating Officer of Partners Capital Solutions, Inc. (PCS) wher ... (view full description)

Young Kwon

Head of Real Estate
Atalaya Capital Management LP

Mr. Kwon is Head of Real Estate for Atalaya and has 23 years of experience in co-GP and LP equity as well as CRE debt lending. Prior to Atalaya, Mr. Kwon spent seven years at Apollo Global Management as Managing Director and Portfolio Manager, with a focus on a variety of equity and credit-related assets, including overseeing CMBS and consumer ABS investing. Prior to Apollo, Mr. Kwon was Portfolio Manager at J.P. Morgan Asset Management, where he managed the $6.5 billion Mortgage Private Placement Fund and was a member of the Investment Committee in the U.S. Fixed Income Group. Mr. Kwon has also worked for Nippon Life Insurance of Japan where he headed the equity and debt investment efforts ... (view full description)

William Lappas

Managing Director
Beverly Park Group

Finance and Real Estate development since 1987.  Invests in self storage, office, land development and vineyards.

President The Beverly Park Group since 2018
Founder Woodbridge Family Office since 2002
SVP Morgan Stanley 1995- 2002
SVP Shearson Lehman 1987-1995

Jake Lehmkuhl

EVP & Senior Director of Real Estate
California Bank & Trust

Rob Levy

Managing Partner
LBX Investments

Rob Levy is one of the Founding and Managing Partners of LBX. Rob has extensive background and experience in many different aspects of real estate including acquisitions, finance and all aspects of investment / asset management.  Rob has put these skills to use in various positions during his long career in real estate. At LBX he oversees a Company that, over the past four years has made 12 shopping center investments, predominantly in the Southeastern United States, comprising more than 1.9 million square feet. Prior to LBX, at Big V Capital (“BVC”), Rob was a Founding and Managing Member who oversaw all aspects of the Company’s daily operations, including acquisitions, finance, capital rai ... (view full description)

Steven Loffman

Managing Director
Raymond James & Associates

Chris Ly

Managing Director - Alternative Investments
McKinney Capital

As the Managing Director of McKinney Alternative Investments, Chris is specialized in cannabis real estate and cannabis operational value-add investments. Chris has raised over $25 million to acquire over $38 million in cannabis assets. McKinney’s cannabis portfolio has 138,000 square feet of assets under management spanning across three states. Having started 12/12 Palm, the cultivation company that supplied Tommy Chong’s signature brand, he is a trusted thought leader bridging the gap between cannabis industry players and Wall Street-like investors.

Phil Mader

CIO & President
Kingsbarn Realty Capital

As Chief Investment Officer of Kingsbarn Realty Capital and President of Kingsbarn Capital & Development, Phil Mader brings 24 years of experience in real estate investment and development.  In his position, Phil focuses on the development, investment, and asset management of quality real estate assets in high barrier-to-entry and expanding markets. Kingsbarn’s institutional and entrepreneurial combined experience provides for sophisticated investment decisions and execution while still being nimble and able to act quickly. Phil has deep experience as an investor, developer and operator for prominent international and domestic private equity, homebuilding and multifamily firms. Phi ... (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)

Mike Manning

SVP Sales
Asset Class

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

George Maravilla

Senior Vice President
Tower Capital

Alina Mardesich

Senior Vice President
George Smith Partners

Ms. Mardesich joined the George Smith Partners family in 2017 with over 25 years’ experience in commercial real estate in the areas of new business development, asset management, loan workouts and most notably loan originations. Alina’s well rounded experience includes funding over $2.5 billion at Fremont Investment & Loan, working with Oaktree Capital Management’s Real Estate Debt Fund and managing a $300 million portfolio of distressed loans at US Bank during the downturn for the Archon Group. Alina boasts a stellar track record in originating highly structured complex real estate transactions with an expertise in ground up development in all asset classes including retail, offic ... (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)

Gabe Marquez

CohnReznick LLP

Gabriel is a partner in CohnReznick’s Real Estate Assurance practice with over 32 years of professional experience. He has served a variety of public and privately-held real estate and construction companies, including real estate developers/owners/operators, pension-sponsored and private equity real estate funds, homebuilders, engineering firms and contractors. Gabriel has extensive experience in GAAP technical matters, Sarbanes-Oxley Section 404 controls and SEC experience with both 1933 and 1934 Act Filings. He has led various client projects ranging from land development/construction cost and operational audits, contract claims resolution, mergers and acquisitions, and restru ... (view full description)

Steven Matejek

Stro Realty

Steven is CFO for STRO Realty, Inc. which is based in northern New Jersey. 25 years of diverse industry experience within the capacities of accounting, audit, finance, and operations, have culminated to allow Steven to posture organizations for growth and realize their strategic goals.   Steven is known for reimagining the finance function within organizations so that they operate effectively, efficiently, and inform critical business decisions. Because of Steven’s experience with leading the financial and technology domains, he is responsible for identifying requirements, and matching resources to deliver clear and transparent business intelligence. Steven’s approach is wholisti ... (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)

Michael McCann

Director of Acquisitions & Development, Southern California Region
Toll Brothers Apartment Living

Michael McCann manages the Apartment Living Southern California division for Toll Brothers. Michael’s responsibilities include all aspects of acquisition, disposition, development, construction management and leasing for apartment and mixed-use projects throughout Southern California and Utah. In addition to his role with Toll Brothers, Michael has served as President of the Building Industry Association’s Orange County Chapter and as Chairman of that chapter’s Urban Infill & Multifamily Committee.  He is also actively involved with several initiatives to provide long-term living solutions for developmentally disabled adults. Michael received his MBA from the Ande ... (view full description)

Courtney McGuinn

Greenberg Traurig LLP

Max Mellman

Managing Partner
Hybridge Capital Management

Max B. Mellman is the managing partner of Hybridge Capital Management, Hybridge Capital Management is an investment firm focused on commercial real estate, healthcare, and technology. Mr. Mellman runs the commercial real estate arm of HCM which passively invests alongside seasoned operators and investors. HCM was formed to fill the demand for passive LP equity capital in the lower market segment. Mr. Mellman is also the founder and Managing Director at Max Benjamin Partners. A boutique real estate investment bank focused on debt and equity placement in commercial real estate across all assets throughout the nation. Recognized as one of the top intermediaries in the nation, Max has coor ... (view full description)

Kunal Merchant

Partner & COO

Kunal is Revitate’s Chief Operating Officer and a Partner in Revitate Sports. Kunal was previously Managing Director of Lotus Advisory, a consulting firm providing strategic advisory, project management, public affairs, and communications support to clients in sports, technology, real estate, public policy, and philanthropy. He co-founded CalOZ, an advocacy group for Opportunity Zone investments. He specializes in public-private partnerships, having played central leadership roles in over $8 billion in projects nationwide. Kunal was instrumental to the development of the Golden 1 Center in Sacramento via his roles as a Mayor’s Chief of Staff and Sacramento Kings executive. He is also a forme ... (view full description)

Will Meris

Managing Director

As EVP/Managing Director for the Caliber Companies, Will brings over 25 years’ experience providing management expertise, capital raising, entrepreneurial successes, regulatory oversight and operational vision. Will’s role on the Caliber management team is to oversee the wealth development department, and assist in making and managing capital investments across a number of real estate industry verticals. Prior to Caliber, Will’s primary focus has been in the hospitality sector, where he was a managing director for a real estate portfolio that includes the Virgin Hotel in Las Vegas and the Hotel Nyack in New York. Will has also been involved in fund management and capital raising ... (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)

Trisha Miller

Executive Managing Director
Redbrick LMD

Trisha A. Miller is Executive Managing Director of Capital Markets for Redbrick LMD, a Washington DC-based developer of commercial real estate and the largest private owner of property located in Opportunity Zones in the District of Columbia. Ms. Miller oversees fundraising, investor relations, marketing, operations and product development for Redbrick LMD.  Ms. Miller has over thirty five years of experience working with various wealth management platforms in the distribution of alternative investments, specifically real estate funds, as well as 1940 Act funds.  Previously Ms. Miller was Executive Managing Director of Robert A. Stanger where she served as a consultant to institutional real ... (view full description)

Joe Moskowitz

Sr. Dir. Business Development

Jason Muller

Managing Principal
Beach City Capital, LLC

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.

Marie Murphy

Principal and CEO
MJD Capital Partners

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

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)

Mark Nicoletti

Allen Matkins Leck Gamble Mallory & Natsis LLP

Allen Matkins Partner Mark Nicoletti represents real estate developers, property owners, and financial institutions in all types of real estate transactions, with particular focus on real estate finance. Based in the firm’s Los Angeles office, Mark represents clients in matters related to construction, permanent, securitized, mezzanine, preferred equity, and cross-border financing; the acquisition, disposition and development of vacant land, office buildings, apartment complexes, hotels, shopping centers, and other commercial, residential, and mixed-use properties; and the formation and representation of corporations, limited liability companies, limited partnerships, and other joint venture ... (view full description)

Chris Niederpruem

Managing Director & Group Head of Real Estate Finance
CIT Bank

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

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

Aaron Pacillio

Chief Investment Officer
Davlyn Investments

As Chief Investment Officer, Mr. Pacillio is responsible for executing Davlyn’s multifamily investment strategy. He directs the sourcing, underwriting, financing and negotiations of apartment acquisitions. Mr. Pacillio has led Davlyn’s multifamily acquisitions team for over 16 years. To date, he has been directly involved in the acquisition or development of over $1 billion of multifamily investments.  In his new role of expanding equity relationships for the firm he recently raised over $250 million of programitic equity during the pandemic.  Prior to joining Davlyn, Mr. Pacillio was an Acquisitions Manager for Pacific Property Company (now PUR), a Palo Alto based real esta ... (view full description)

Parnia Pandkhou

Armanino LLP

A former CFO and controller, Parnia has over 15 years of public and private accounting experience. She serves clients in a wide range of industries, including retail, entertainment, bioplastics, technology and real estate. Taking a comprehensive approach, inclusive of operational aspects, she provides expertise in financial planning and analysis driven by KPIs.

Josh Patinkin

Managing Director
Leste Real Estate

Mr. Patinkin is a Managing Director of Leste Real Estate, which manages over $1 billion in real estate assets comprising multifamily, healthcare, industrial and triple-net-lease across both development and acquisition investments. Prior to joining Leste, Mr. Patinkin was SVP Capital Markets at Golub & Company, a real estate development and investment firm based in Chicago, where he led expansion into new markets and raised institutionally managed funds. Mr. Patinkin held earlier positions at Starwood Capital Group as a Vice President and with BMO Capital Markets Investment Banking Division. Through the course of his 15 year career, Mr. Patinkin has been intimately involved in the structu ... (view full description)

Marc Perrin

Managing Partner
The Roxborough Group, LLC

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

Dominic Petrucci

Managing Partner

Fred Pierce

President & CEO
Pierce Education Properties

Fred Pierce is President and CEO of Pierce Education Properties (“PEP”), a leading national student housing investment and operating company listed amongst the Inc. 5000 Fastest Growing Private Companies in America (2018 & 2019).  Mr. Pierce was selected as one of 24 national “Student Housing Pioneers” by Real Estate Forum (2013), received Ernst & Young’s San Diego Region “Entrepreneur of the Year®” Award for the Real Estate & Construction Industry (2012), was named one of “50 Influential Leaders in San Diego” by the San Diego Daily Transcript (2017, 2018 & 2019), ... (view full description)

Wouter Plantenga

ICS Head of Group Client Services
JTC Americas

Wouter joined JTC in 2018 as ICS Head of Group Client Services to strengthen JTC’s US strategy. He has nearly 20 years’ experience, the majority of this time being in the US, in cross-border and transatlantic financial services with extensive knowledge of the North American market. Having worked for multiple large corporate and trust services providers throughout his career, Wouter gained extensive experience with assisting US based alternative investment funds, financial institutions and multinational companies with delivering bespoke service solutions. Before joining JTC, Wouter held the position of Managing Director of Intertrust overseeing both operational as well as multiple ... (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)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

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

David Pringle

Executive Director, MSREI
Morgan Stanley

David Pringle is an Executive Director at Morgan Stanley in the Real Estate Investing team (MSREI) and is responsible for sourcing and executing investment opportunities for the firm's US business, with a particular focus on the Western region, including Texas. Previously, Mr. Pringle was a Director at GTIS Partners in New York. Prior to GTIS, he held roles within the Real Estate Principal Investment Area (REPIA) at Goldman Sachs and at Citigroup in the firm's Global Capital Markets division, both in London. Mr. Pringle received an M.B.A. from The Wharton School, University of Pennsylvania, and a B.A. from Stanford University.

Sara Rafferty

Director, Customer Success/ERPs

As the Director of Customer Success/ERPs of NavigatorCRE, Sara serves Fortune 500 Real Estate clients across all property types helping, investors, fund managers/advisors, owners, and operators increase productivity and profitability with Navigator’s patented data integration and visualization platform. Sara is responsible for oversight of the firms’ implementations and overall customer journey including project discovery, scoping, planning, development, QA, user testing, rollout, training, and ROI. In addition, Sara serves as a key member of the operational team playing a significant role in a variety of scaling initiatives. Sara brings a decade of experience across a breadth of SaaS, t ... (view full description)

Michael Ray

EVP & General Counsel

Neville Rhone

Managing Partner
Arc Capital Partners

Neville Rhone is Co-Founder and Managing Partner of Arc Capital Partners LLC (“Arc Capital Partners”). Arc Capital Partners is a Los Angeles-based real estate owner-operator that targets urban properties in the Western U.S. that benefit from Millennial demand growth. Mr. Rhone is a 23-year veteran of real estate development, finance and investing with over $6 billion of transaction experience. Prior to forming Arc Capital Partners, Mr. Rhone was a Managing Director and investment committee member of Canyon Capital Realty Advisors (“Canyon”). At Canyon, Mr. Rhone led Texas/Southeast acquisitions and invested in over $1 billion of real estate. Prior to joining Canyon, Mr. Rhone was ... (view full description)

Jay Rogers

Four Thirteen, LLC

Jay Rogers is an investment management professional and entrepreneur with almost three decades in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He  worked as Chief Investment Officer for several family offices and is now the CEO of Four Thirteen, LLC a family office holding company.  Jay is a trusted advisor to several family offices and is instrumental in syndicating private investment opportunities among family offices and institutional investors nationwide. These opportunities include real estate, private equity, and venture capital. Jay acts as advisor to several ... (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)

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)

Vicky Schiff

Managing Director
JP2 Partners

Ms. Schiff is a highly experienced entrepreneurial thinker and industry-recognized C-Suite operations and investment executive.  She has consistently identified emerging trends and created business models around investing before an oversupply of capital drives down investment returns. She has successfully founded/co-founded 5 firms since 1996 in various sectors of the real estate and private equity business. In addition, Ms. Schiff has been honored with various awards across the real estate industry by multiple organizations and publications including the Los Angeles Business Journal, Commercial Observer, Connect Media, Globe Street, Commercial Property News and Bisnow and ... (view full description)

Abe Schlisselfeld

Senior Managing Director
CBIZ, Marks Paneth

Abe Schlisselfeld, CPA, EA, is the Co-Partner-in-Charge of the Real Estate Group at Marks Paneth LLP, where he is responsible for advising commercial and residential real estate owners, real estate management firms and REITs on all facets of accounting and taxation. He is a member of the Executive Committee of Marks Paneth, which sets policy and strategy for the firm. Mr. Schlisselfeld has explored the tax benefits and implications of the Opportunity Zones program since its introduction in the Tax Cuts and Jobs Act of 2017 and has become a sought-after speaker on the topic. In addition to his deep understanding of real estate investing and economic development, he has extensive k ... (view full description)

Mike Sebastian

Industry Principal
Appfolio Investment Management

Mike Sebastian has been in real estate technology for 15 years working with many different asset classes including multi-family, office, industrial and retail and other types of assets in real estate. Mike has worked with investment management clients for over 10 years ranging from small offices and syndications to large private equity funds and institutions. Mike has worked with clients to help them leverage state of the art software to streamline business processes around the entire lifecycle of real estate starting with fundraising and investor relations, acquisition and underwriting, investment management and reporting, though property management and construction.  


Rob Sechrist

Pelorus Equity Group

Rob is the Co-Founding President of Pelorus Equity Group and Co-Manager of the Pelorus Fund, a cannabis-focused private mortgage  REIT. He has more than 23 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $500,000,000 in secured real estate transactions and deployed more than $360M into the cannabis sector. Rob’s primary role at Pelorus Equity Group is raising capital for the Pelorus Fund and the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the ... (view full description)

Tomer Sheelo

Vice President
Clearview Realty Finance

Tomer Sheelo joined Hybridge Capital Management as Director of Investments. Tomer leverages his capital markets experience and brings extensive expertise in underwriting and analysis to source and evaluate new investment opportunities. Tomer is experienced in structuring transactions involving permanent financing, construction financing, bridge and mezzanine loans, and equity capital for a wide range of asset types. Prior experience includes taxation of real estate partnerships and the structuring of transactions with institutional partners through JV, Partnership, and REIT vehicles. Tomer received his B.A. degree, with a double major in Accounting and International Relations from the Hebrew ... (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)

Derek Simmons

Executive Director
Morgan Stanley

Derek Simmons is an Executive Director in Morgan Stanley’s Real Estate Investing group with responsibility for evaluating and executing new investment opportunities.  Since joining Morgan Stanley in 2012, he has completed over $2.1Bn in real estate investments on behalf of the platform.  Before taking up his current role with Morgan Stanley he worked at Kimco Realty Corporation in the acquisitions group focused on new acquisitions in the western United States.  While at Kimco he completed over $6.3Bn in acquisition and disposition activity. Derek earned his BS from Brigham Young University in Finance and his MBA from the Haas School of Business at University of Califo ... (view full description)

Rob Sistek

Executive Managing Director
BKM Capital Partners

As Chief Operating Officer of Westcore Properties, Robert Sistek is responsible for the performance of the company’s dynamic portfolio of industrial and office properties, which currently totals approximately 10 million square feet across 14 markets in 8 states. Rob oversees Westcore’s fully-integrated platform of leasing, operations, construction and the execution of the company’s investment strategy through disposition. Rob serves on Westcore’s investment committee and is also involved in the company’s capital allocation, investment and financing activities. Prior to joining Westcore, Rob was the chief financial officer and executive vice president, investments for Innovative I ... (view full description)

James Solomon

Ravinia Capital Group

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

Debbie Spander

NBA Agent & CEO
Insight Sports Advisors

Debbie Spander is founder and CEO of Insight Sports Advisors. Debbie represents sports media talent, including former athletes, career journalists and influencers, as well NBA coaches and front-office executives. Debbie’s experience and deep connections throughout the sports world provide an unparalleled platform to help clients maximize their careers. Prior to founding Insight Sports Advisors, Debbie was an agent at Wasserman Media Group, where she rose to Senior Vice President of its Media and Coaching Division and served as a founding member Wasserman’s Diversity & Inclusion Council. Debbie began her sports career at Fox Sports Net as Vice President of Business and Legal Affairs ... (view full description)

Brian Spangler

Katten Muchin Rosenman LLP

Ed Steffelin

AXCS Capital

Mr. Steffelin is the President and Co Founder of STAC Capital, a SVP at George Smith Partners, and Co Founder of Balcara Group.  STAC Capital was formed to finance model home sale lease back transactions, George Smith Partners is a national real estate banking platform, and Balcara Group is a single family rental developer. Prior to , Edward was Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd.   He was responsible for institutional debt and equity capital raising.     For two years before joining Walton, Edward also served as Managing Director at ICP Capital in New York City where he specialized in Real Estate Income Trusts (REITs) ... (view full description)

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)

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)

Brandon Svec

National Director of Retail Analytics
CoStar Group

Scott Tavolacci

National Director of Sales
Yardi Investment Management

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

Jennifer Taylor

Managing Principal
Ambiculture Advisors

Jennifer Taylor is an entrepreneur specializing in commercial real estate investing and management. Jennifer leads a female and minority owned platform, Ambiculture Advisors, investing in commercial real estate in markets with rapidly changing demographics. Jennifer brings many years of experience and relationships forged in investment management, asset advisory and consulting with leading investors and firms to her current role. Prior to Ambiculture Real Estate Advisors, Jennifer launched Atalanta Realty Investments, a real estate investment firm targeting office, retail and industrial assets in Western U.S. markets and Hawaii.   Her firm acquired two prominent office assets in downtown Hon ... (view full description)

Amy Tiemann

TM1 Capital

Sean Tierney

Gibson, Dunn & Crutcher LLP

John Tsui

Managing Principal
Peninsula House LLC

John F. Tsui __________________ Mr. John F. Tsui is Managing Principal of Peninsula House, LLC which is engaged as single family office in fund investment and direct co-investment across alternative assets (ie. structured private debt and credit, real estate, infrastructure, distressed loans and securities, hedge funds) in Asia, United Stated, Latin America and Spain. He was appointed by Honorable John C. Whitehead to be on the Board of Directors of The Boy Scouts of the Greater New York Council and The Economic Club of New York. He is Visiting Lecturer at the SEM program at Tsinghua University and University of California at Berkeley – Haas School of Business. He was a former Adjunct Visiti ... (view full description)

Heather Turner

CEO & Co-Founder
Tamarack Capital Partners

Ms. Turner is the CEO and co-founder of Tamarack Capital Partners, a privately held real estate investment firm specializing in hospitality assets across the U.S.  Prior to founding Tamarack, Heather was a Managing Partner at DiNapoli Capital Partners. Earlier in her career, she headed west coast hotel investments for Broadreach Capital Partners and Maritz Wolff, and worked for The Walt Disney Company’s theme park and hotel group. Ms. Turner is member of ULI and the hotel development council, AHLA and its investment roundtable, and a past president and board member of HAMA.  She earned a BS from Florida State University and an MBA from Harvard Business School. 

Carlos Valdivia

Vice President
Tokyu Land US Corp.

Carlos is a Vice President at Tokyu Land U.S. Corporation, a wholly owned subsidiary of Tokyu Fudosan Holdings Corporation, a Japan based real estate investment company publicly traded on the Tokyo Stock Exchange. Carlos oversees a $750 million portfolio comprised of multifamily and office properties located throughout the Western U.S.  Prior to working at Tokyu, Carlos founded Cornerstone Realty Capital, a consulting company providing asset management, financial analysis, and transaction support to a variety of real estate clients. Preceding Cornerstone, Carlos was Vice President of Acquisitions for Prologis (NYSE: PLD), a leading global developer, owner, and operator of industrial real est ... (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)

Jason Vismantas

Katten Muchin Rosenman LLP

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)

Aaron Weaver

The Bendetti Company

Aaron Weaver is the CFO of The Bendetti Company which is a commercial real estate owner/operator that primarily invests in industrial real estate throughout the western part of the United States. Weaver manages the overall financial risks of the company as well as all financial planning, accounting activities and investor reporting. Weaver also cultivates relationships between debt and equity providers and supports the company in negotiations and due diligence for new acquisitions.    Before joining Bendetti, Weaver held financial and accounting positions at CORE Realty Holdings, LLC and Hines Interests. Prior to his tenure at Hines he worked in audit at PricewaterhouseCoopers LL ... (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)

Mark Weinstein

MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Sondra C. Wenger

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

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

Naseem Wenzel

CohnReznick Advisory

Suzanne West

Epic Advisory

Ms. West is the Founder and President of Epic Advisory LLC and a Senior Advisor to The CenterCap Group.  Ms. West draws upon her 30 years of experience across the real estate industry to provide clients with capital raising and strategic consulting services. Previously, she was involved in the formation of Belay Investment Group which invested capital on behalf of the California State Teachers’ Retirement System (“CalSTRS”) alongside emerging managers that she helped source and mentor.  Prior to Belay, she was a Co-Founder of Park Madison Partners (PMP), a New York-based real estate advisory and placement firm which she helped grow over her eight-year tenure. Since 1997, she has focused prim ... (view full description)

Robert Wheat

Tax Director
moss adams

Thomas Whitesell

EVP, Group Head, Real Estate
Pacific Western Bank

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

Wesley Wilson

Chief Financial Officer
Avanath Capital

Wesley Wilson, CPA is a Partner and Chief Financial Officer of Avanath Capital Management. In this capacity, he oversees all aspects of accounting, asset management, financing, tax, systems, financial planning & analysis, and data analytics. Mr. Wilson is also an Accounting and Finance Professor at Pepperdine University and a Board Member and Finance Director of a Los Angeles based non-profit. Prior to joining Avanath, Mr. Wilson was a Controller with CIM Group, LP where he was responsible for the accounting and finance for $28 Billion in Opportunistic Real Estate Funds. Mr. Wilson has also worked at Bank of New York Mellon, Deutsche Bank, and SS&C GlopeOp, where he managed the finan ... (view full description)

Michelle Winters

VP of Solutions
Goby, The ESG Platform by Conservice

Michelle Winters is the VP of Solutions at Goby, The ESG Platform by Conservice.  She has more than ten years of experience in ESG management. Michelle joined Goby in 2012 as a Senior Consultant. Since then, she has served in various leadership roles, including Director of Account Management and VP of Consulting. As VP of Solutions, she oversees Goby’s Sales Department. She supports its clients by focusing on how Software and Service methodologies can create the right solution to position them for growth and success.  Prior to Goby, she worked at Epstein, as a Senior Sustainability Consultant, where she supported LEED projects across the world, including a portfolio i ... (view full description)

Ben Witten

Senior Solutions Engineer

Prior to joining, Ben spent 7 years at Trademark Property Company as Vice President of Finance & Asset Management where he was responsible for coordinating strategy, finance and asset management functions within Trademark’s $3B portfolio including the redevelopment of several market-dominant lifestyle and mixed-use assets. Prior to joining Trademark, Ben was directly involved in the national underwriting and successful disposition of non-performing CMBS loans and REO assets at C-III Capital Partners with a combined market value exceeding $350M. Ben is a member of the International Council of Shopping Centers (ICSC) and Urban Land Institute (ULI). Ben earned his BBA ... (view full description)

Rob Woomer

President, Capital Markets
Peachtree Hotel Group

Rob is the President of Capital Markets for Peachtree Hotel Group and President of Peachtree PC Investors, LLC. He is responsible for developing and executing capital strategy for growth and serves as the primary contact with the investor community. Prior to joining Peachtree Hotel Group, Mr. Woomer spent 14 years as a real estate investment banker, focused on mergers and acquisitions, and private equity placement for public and private real estate entities and asset portfolios, including most recently, as Director and Head of Private Equity of KeyBank’s real estate team, and prior to that in similar positions at Keefe, Bruyette & Woods, a boutique investment banking firm based in ... (view full description)

Scott Word

Principal, Industrial Investments
Rising Realty Partners

Jeff Zanchelli

DLA Piper

Jeff Zanchelli represents real estate fund sponsors and other real estate owners and operators in a variety of corporate transactions, including the formation and structuring of real estate private equity funds, management entities and joint ventures. Jeff also concentrates his practice in the areas of corporate, finance and partnership law and US federal taxation, with an emphasis in real estate capital markets. Jeff represents clients on a wide range of transactional matters, including the formation of domestic and international real estate private equity funds, structuring of real estate related joint venture acquisitions, private and public REIT transactions, and other corpor ... (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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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 18th 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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