Sam Alavi

2020 Partner Elect
Paul Hastings LLP

Sam Alavi is an attorney in the Real Estate practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Alavi’s practice focuses on a wide variety of real estate-related matters, with an emphasis on transactions involving the formation of joint ventures, and the acquisition and disposition of commercial projects, including major hotels, resorts, office buildings, and retail centers. His practice also includes real estate related financing, including the representation of banks and other institutional lenders and investors in connection with the origination and structuring of construction and permanent loans. Mr. Alavi received his J.D. from the U ... (view full description)

Dean Allara

Vice Chairman
Bridge Investment Group

Mr. Allara has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis and investor relations. His experience has included: Directly responsible for investing in over US$2 Billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Mr. Allara, along with Mr. Stanger, is primarily responsible for Bridge-IGPs track record which includes significant double digit retu ... (view full description)

Edward Aloe

President
CALCAP Advisors

Edward is Founder and CEO of CALCAP Advisors Inc., which he started in 2008.  For the past 25 years, he has been involved in the areas of real estate acquisition and syndication, as well as commercial and residential finance. Mr. Aloe is responsible for the day-to-day management of the company. Edward is also Chair of the Investment Committee, which guides the overall investment strategy of the firm. Under his direction, the company has raised over $200MM in debt and equity.  Mr. Aloe spent 14 years at IndyMac Bank, where he was most recently a Regional President, specializing in the purchase and securitization of residential mortgages. He has personally been involved in the purchase of over ... (view full description)

Alexis Alonzo

Partner
Pircher, Nichols & Meeks LLP

Alexis R. Alonzo is a senior associate with the Los Angeles office of Pircher, Nichols & Meeks. Ms. Alonzo’s practice focuses on representing private and institutional investors, commercial developers and mortgage and mezzanine lenders in all aspects of transactional real estate law, including complex acquisitions and dispositions, joint ventures, financing, entitlements, workouts and related transactions. Ms. Alonzo has also served as General Counsel for both a privately-held commercial real estate company and as a secondee to a nationally-known institutional fund. Ms. Alonzo received her J.D. in 2006 from the University of Southern California Gould School of Law. While at US ... (view full description)

Michael Aluko

Shareholder
Greenberg Traurig, LLP

Jean Marie Appruzzese

Chief Operating Officer
DRA Advisors LLC

Sean Armstrong

Principal & Portfolio Manager
Westport Capital Partners LLC

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

Paul Arnold

Vice President of Development - Americas
Rosewood Hotel Group

Paul Arnold is responsible for leading expansion initiatives in the Americas. Prior to his move to the U.S., he was based in London and Dubai responsible for Rosewood’s expansion across Europe, Middle East and Africa. Mr. Arnold worked globally with Ernst & Young for 12 years, five of which were spent in the United States before relocating to Dubai where he helped establish, and later led, the firm’s real estate, hospitality and leisure advisory services practice across the Middle East and North Africa. He began his career in the hospitality industry in operational roles at several hotels in the United States.
 

Allen Ashley

Partner
DLA Piper

Allen Ashley concentrates his practice in the areas of US federal income taxation and the laws affecting business entities. Allen represents publicly-traded and privately-held multinational corporations and privately-held real estate funds. He is experienced in a broad range of business-related US federal income tax matters, including advising clients with respect to the tax aspects of domestic and international corporate acquisitions, dispositions and other reorganizations (including those involving publicly-traded corporations and REITs); capital market transactions; joint ventures; acquisition, ownership and disposition of real estate; intercompany transfer pricing and general ... (view full description)

Damon Austin

Managing Director, Capital Deployment - West
Prologis

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

David Barksdale

Partner
Loeb & Loeb LLP

For almost 30 years, Mr. Barksdale has actively represented investors, lenders and developers in commercial real estate transactions and matters.  His practice is primarily focused on advising institutional investors and lenders in investment and finance transactions involving the deployment of capital into real estate projects across the nation, whether as debt or equity.   He represents pension funds, life insurance companies and private equity funds in acquisitions and dispositions, and joint venture and preferred equity investments.  He also advises life insurance companies, financial institutions, investment banks, private equity debt funds and mortgage REITs as lenders in the originati ... (view full description)

Michael Baum

Shareholder
Greenberg Traurig, LLP

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

Donald Bernards

Partner
Baker Tilly Virchow Krause, LLP

Don Bernards, partner in the real estate group with Baker Tilly, has been active in many aspects of affordable housing since 1999.
 
Don is well versed in structuring affordable housing transactions, including the tax issues. Don is adept at creating a checklist of major issues for each project that can put a deal at risk. Immersed in the affordable housing practice, Don has a wide range of experience with projects, owners and investors and has built a wide network of contacts within the field. His enthusiasm and passion for the industry are infectious. Don has worked on affordable housing transactions in over  26 states.
 

David Beznos

Managing Director
Dune Real Estate Partners

Mr. Beznos is a Managing Director at Dune Real Estate Partners, where he is involved in all phases of the investment process, including sourcing, due diligence, acquisitions, financings, dispositions, asset management and portfolio management. While at Dune, Mr. Beznos has made debt and equity investments in numerous real estate asset classes including hospitality, industrial, for-sale residential (urban condos and suburban housing), multi-family, office and retail. Prior to joining Dune in 2011, Mr. Beznos assisted with the founding of the American Land Fund, where he focused on acquisitions and project management from 2005 to 2009. From 2004 to 2005, Mr. Beznos was in Lehman Brothers’ Inve ... (view full description)

Dave Bragg

Managing Director
Green Street Advisors

Dave leads Green Street's Residential Research team, covering the apartment, self-storage, student housing, manufactured housing, and single-family rental sectors. He is a member of the National Multi-Housing Council (NMHC). Prior to joining Green Street in 2013, Dave developed and led the REIT effort at Zelman & Associates. Before that, he was a member of the REIT teams at ISI and Merrill Lynch. Dave earned his B.A. in International Relations from Tufts University and M.A. in International Business from the University of Florida.

Trent Brooks

President, National Head of Production
Red Mortgage Capital

Mark Burton

Managing Director, Strategic Partners
Blackstone

Mark Burton is a Principal in Strategic Partners and is based in New York. Strategic Partners is Blackstone's secondary fund of funds business. Mr. Burton oversees the investment activities of Strategic Partners’ real estate funds and sits on the Investment Committee for each of the SP RE Funds. Prior to joining Strategic Partners in 2014, Mr. Burton was a Managing Director at H/2 Capital Partners, an institutional investment manager focused on commercial real estate credit. While at H/2, he led the sourcing, pricing, and execution of the firm’s distressed commercial mortgage opportunities in the U.S. and Europe. Prior to that, Mr. Burton spent over 11 years at Goldman Sachs in its Global Sp ... (view full description)

Chad Carpenter

Chairman & CEO
Reven Capital

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

Christopher Chang

SVP, Business Development & Investor Relations
Menlo Equities

Senior Vice President, Business Development and Investor Relations Mr. Chang leads Menlo Equities’ engagement with its Limited Partners, is responsible for the firm’s marketing activities, and spearheads the strategy and execution around raising capital. Prior to joining Menlo in 2017, Mr. Chang was a Vice President in the Investment Banking Division of Goldman Sachs. During his 10 years at Goldman, he served as a senior member of the Technology M&A team and led the firm’s West Coast Real Estate investment banking business, where he was a strategic advisor to a number of private and publicly traded real estate companies on capital raising, m ... (view full description)

Barry Chase

Managing Principal & CEO
Belay Investment Group

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

Stephen Chase

Managing Director
AmCap Inc.

Stephen joined AmCap in 2019 as Managing Director of Investor Relations. He is responsible for leading business development opportunities and furthering the growth of AmCap's institutional investment platform.  Prior to joining AmCap, Stephen spent five years as a managing director at PCCP, a real estate investment firm, where he was responsible for sourcing and raising capital for that firm’s investment platform. Before joining PCCP, Chase served as a director in the private fund advisory group at Lazard Freres & Co.  Mr. Chase graduated from Yale University, where he received a bachelor’s degree in history.

Daniel Chin

Managing Director
Noble Street Advisors

Mukang Cho

CEO & Principal
Morning Calm Management

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

Peter Ciganik

Managing Director
GTIS Partners

James Cole

Managing Director, Asset Management
Ohana Real Estate Investors

As Managing Director, Asset Management, James oversees all of Ohana Real Estate Investors investments including business plan implementation, value creation and optimization, capital management, financial planning, reporting, loan servicing and team leadership. James has over 15 years of hotel operations experience, particularly with Club Corporation, Dorchester Collection, and most recently with The Ritz-Carlton. Prior to Ohana, James held senior leadership roles with multiple brands in several unique hospitality environments, including boutique, city, resort, and international hotels. James graduated from The George Washington University with a BA in Economics.
 

Frederick Cooper

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

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll Brothers, Inc.   Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 22 states across the U.S. and in Washington, D.C. In 2019, Fortune magazine name ... (view full description)

Bert Crouch

Managing Director
Invesco Real EState

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

Ken Cruse

Founding Partner & CEO
Alpha Wave Investors, LLC

Ken Cruse is Founder & CEO of Alpha Wave Investors, LLC ("Alpha Wave") and Soul Community Planet, LLC ("SCP"). Prior to forming Alpha Wave, with partners Jordan Fisher and David Sloan, Mr. Cruse was Chief Executive Officer and a director of Sunstone Hotel Investors (“Sunstone"), a ~$5 billion total enterprise value publicly traded REIT (NYSE: SHO). Mr. Cruse joined Sunstone April 2005 as Senior Vice President—Asset Management, and was appointed Senior Vice President—Corporate Finance on September 1, 2006, Senior Vice President and Chief Financial Officer on January 1, 2007, Executive Vice President and Chief Financial Officer on February 18, 2010, President and Chief Financia ... (view full description)

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of Dalfen Industrial and the General Partner and is responsible for the firm’s investment activities, origination of new business and implementation of the last mile investment strategy. Sean is also a member of the firm’s Executive Advisory Committee and the General Partner’s Fund IV Investment Committee. 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 $1.4 billion of transactions involving in excess of 30 million square feet of industrial properties in the U.S. and Canada. Prior to Dalfen, Sean worked at NAI Commercial as an Investme ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley is the COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated 160+ affordable & work-force multi-family properties across 20 states, representing apartment homes for over 30,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition and development of various commercial real estate projects ranging from m ... (view full description)

Marc Davidson

Managing Director and Portfolio Manager
AEW Capital Management, L.P.

Marc L. Davidson is a Managing Director of AEW and Portfolio Manager for the AEW Partners Funds, overseeing portfolios with an aggregate value of approximately $1.2 billion. He is responsible for evaluating and negotiating new investment opportunities and for managing the execution of the business plan for each investment asset. Mr. Davidson is also a member of AEWs Investment Committee and Risk Management Committee. The AEW Partners Funds are a series of real estate opportunity funds targeted toward investors who seek to achieve high risk-adjusted returns.Mr. Davidson joined AEW in 1995 and has 29 years of experience in real estate consulting, property management and development ... (view full description)

John Diedrich

Global Head of Investments
CA Ventures

John Diedrich serves as the Global Head of Investments and Principal for CA Ventures. He is responsible for the oversight of all acquisitions and development, globally, for CA’s wide range of commercial real estate asset classes. John provides strategic leadership from pipeline formation to capital raise and project closing. As a member of CA Ventures’ Investment Committee, Mr. Diedrich supports the development and implementation of the firm’s investment strategy. John also oversees CAV Finance – a division dedicated to alternative investment products and EB5 business. Since joining the firm in 2008, John has actively supported CA’s growth from a ~$400 mil ... (view full description)

Louis Dubin

Managing Partner
Redbrick LMD, LLC

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Jonathan Epstein

Managing Partner
BentallGreenOak

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

Dani Evanson

Managing Director
RMA, Inc.

RMA is a private real estate investment management firm that invests in multiple property types throughout the United States. Align Finance Partners provides mezzanine fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.  Responsibilities and Experience:   Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. (“RMA”). Together with executive management, she co-leads the firms’ strategic direction. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, ... (view full description)

Franco Famularo

Managing Director
Ohana Real Estate Investors

Doug Faron

Vice President, Investments
CIM Group

Doug Faron serves as a Vice President, Investments at CIM Group. He is responsible for sourcing, structuring and executing real estate equity and debt investments across asset classes with a focus on primary markets in the United States. 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 Economics and International Relations from Brown University and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Doug resides in Venice, California with his wife and ... (view full description)

Peter Fish

Managing Director, lnvestment Banking
Raymond James & Associates, Inc.

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

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

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

Paul Foye

Industry Strategies
Marsh

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)

Abbe Franchot Borok

Managing Director
Amherst Capital

Abbe Franchot is a Managing Director and Head of Originations for the Commercial Real Estate (CRE) Lending business at Amherst Capital Management.  In this role, Abbe is responsible for the origination of mortgage debt on all types of commercial real estate assets.  Prior to joining Amherst Capital, Abbe was a senior member of the CRE Lending team at CapitalSource, the national lending division of Pacific Western Bank. Abbe has broad experience in sourcing and underwriting commercial real estate debt, with a focus on interim senior loans backing transitional or value add business plans. Prior to CapitalSource, Abbe held various positions in marketing and brand manag ... (view full description)

James Freeman

Principal
Cardinal Industrial

James Freeman has over 10 years of commercial real estate experience and has been involved in the acquisition, management and disposition of more than $750 million in commercial real estate assets.  Mr. Freeman is responsible for Acquisitions and Business Development which includes deal sourcing, capital sourcing, establishing and maintaining relationships with operating partners and ensuring successful investment execution. Prior to Cardinal Industrial, Mr. Freeman was Senior Managing Partner for Evolution Real Estate Partners, a subsidiary of Evolution Financial Group (EVO), a $1 billion+ AUM investment advisory firm. Prior to EVO, Mr. Freeman was Vice President, Business Devel ... (view full description)

Michael Friedland

Director
KKR

Michael Friedland joined KKR in 2011 and is a member of the Real Estate industry team. Prior to joining KKR, he was with Eton Park Capital Management where he analyzed public and private real estate opportunities. Before that, Mr. Friedland spent a total of four years analyzing, executing, and managing private real estate transactions at The Blackstone Group and Square Mile Capital Management. He holds a B.A. in Economics from the University of Pennsylvania. Mr. Friedland currently serves on the board of trustees of Convergence Center for Policy Resolution.

Dara Friedman

Managing Director
BentallGreenOak

Paul Fuhrman

Managing Partner
Miramar Capital

Paul Fuhrman has over 20 years of experience in commercial real estate. Prior to founding Miramar Capital, Mr. Fuhrman was Executive Director and Head of U.S. Acquisitions at Colony Capital, Inc. At Colony, Mr. Fuhrman led many of the firm’s flagship debt fund investments (Colony Distressed Credit and Special Situations Fund, I-IV). In addition, he was responsible for new strategic initiatives and actively participated in real estate-related fundraising efforts. From 2010 to 2014, Mr. Fuhrman also served as the CEO of Colony’s Asset Management Company. During his tenure at Colony, Mr. Fuhrman was responsible for the sourcing and consummation of more than 42 investments representing mor ... (view full description)

Andrew Gindy

Principal
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.
 

Brian Good

CEO
iBorrow

CEO Brian Good overseas the operations and investments of iBorrow, and serves on its Loan Committee. Brian has been in real estate for over 20 years, first as a corporate real estate transactional attorney and then as an President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for Bisnow and IMN. Currently, he sits on the Board of Advisors for the Ziman Center for Real Estate as part of the Anderson School of Business, the SCGA Golf Foundation, and has served on the Boards of Brentwood School, the Federation of Greater Los Angeles, and the Guard ... (view full description)

John Gottfried

CFO
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)

Noah Gottlieb

Co-CEO, X Social Communities
Property Markets Group

Stuart Graiwer

Partner
Gibson, Dunn & Crutcher LLP

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

Billy Grayson

Executive Director
ULI Center for Sustainability

Billy Grayson is the Executive Director for the Center for Sustainability and Economic Performance at the Urban Land Institute, a nonprofit education and research organization that focuses on land use, real estate and urban development.   As Executive Director for the Center for Sustainability, Mr. Grayson manages a team leading programs on climate risk and resilience, health and wellness, and building energy and environmental performance. ULI works with members, community leaders, coalition partners, and other key stakeholders to build awareness around sustainability issues in the built environment, and to provide our members with the tools and resources they need to cost-effect ... (view full description)

Aaron Greeno

Co-Head US Acquisitions, Managing Director, Real Assets
Morgan Stanley Real Estate Investing

Aaron Greeno is an Executive Director of Morgan Stanley and an officer in the firm’s real estate investing practice, focused primarily on new acquisitions in the western United States. Since joining Morgan Stanley in 2006, Mr. Greeno has been involved with a wide range of debt and equity transactions including acquisitions, recapitalizations, strategic initiatives and asset management across geographies and asset classes. Prior to joining the real estate investing practice in 2008, Mr. Greeno was an associate in the firm’s investment banking business, focused on capital raising, corporate defense, strategic initiatives and M&A advisory, primarily for the fi ... (view full description)

Todd Hankin

Partner
EisnerAmper, LLP

Todd Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California and leads the firm’s West Coast Real Estate Private Equity Group. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 20 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services and real estate, working closely with clients including private equity and real estate funds, registered investment advisors, commerci ... (view full description)

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company



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

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

 

Chris Herthel

Real Estate Advisory Leader
Moss Adams LLP

Chris has been in commercial real estate investment management business since 1996, on both an institutional and entrepreneurial scale. He leads the firm’s Real Estate Advisory Services practice and provides independent, customized guidance on commercial real estate investment, management, and finance strategies to clients including real estate operating companies and private investors (family office and HNW individuals). Christopher has spent his career formulating and implementing investment strategies across the commercial real estate spectrum on behalf of institutional and private investors. His real estate advisory experience includes sourcing and structuring joint-venture equity ... (view full description)

Jean Ho

COO
Rich Uncles

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

Abigail Holm

Director, Real Assets
SS&C Technologies, Inc.

Abbey is a director in the real assets division of SS&C. She has 15 years of experience in alternatives administration. Prior to joining SS&C, Abbey worked for AlphaMetrix (formerly Spectrum Global Fund Administration) managing fund accounting, financial reporting and implementation. She was also with One Equity Partners, JPMorgan’s private equity fund, and an auditor for Deloitte. Abbey received a Bachelor of BA in Accounting from the University of Wisconsin – Milwaukee and a Master of Accounting from Northern Illinois University and holds her CPA l ... (view full description)

Kim Hourihan

Senior Managing Director
CBRE Global Investors

Kimberly Hourihan, who joined CBRE Global Investors in 2007, is a Senior Managing Director and the Portfolio Manager for CBRE U.S. Core Partners, LP. Ms. Hourihan is a member of the Americas Investment Committee as well as a member of CBRE Global Investors’ Global Leadership Team. Ms. Hourihan began her real estate investment management career in 1990. In her previous role with the Firm, she served as a Managing Director and the Portfolio Manager for two international sovereign wealth fund clients with total assets under management with the Firm of more than $4 billion representing 11.7 million square feet. In this position, Ms. Hourihan was responsible for client relations, portfolio ... (view full description)

Melissa Houston

Head of Sales
Juniper Square

Andy Huss

Principal
FD Fund Administration

As a Principal for FD Fund Administration, Andy Huss manages complex business situations across a variety of industries, with an emphasis on private equity and real estate. His experience encompasses financial reporting, partnership tax, deal due diligence, financial modeling and relationship development. Prior to joining FD Fund Administration, Andy held leadership roles in an investment advisory firm and with a Big 4 firm.

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)

Ronnie Issenberg

Senior Vice President Investments
The Issenberg & Britti Group, Marcus & Millichap

Ronnie Issenberg, Senior Vice President Investments, co-founded the Issenberg Britti Group and is a Senior Director of the National Retail Group and Net Leased Properties Group of Mar­cus & Millichap Real Estate Investment Services. Mr. Issenberg has a track record of brokering, acquiring and managing commercial properties throughout the United States. He is an authority in the field of Net Lease and Sale-Leaseback Transactions. Mr. Issenberg has a long list of loyal clients including some of the nation’s largest institutional real estate companies including pub­licly traded REITs, private equity funds, hedge funds and high net-worth individuals. He ha ... (view full description)

Andrew Jobst

Partner
HG Capital

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

Daniel Kaplan

Partner
EA RESIG LLC

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

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

Ryan Kaplan

VP, Real Estate Investment Group
Goldman Sachs & Co.

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

Alvin Katz

Partner
Katten Munchin Rosenman LLP

Dan Katz

Managing Director
Colony Capital, Inc.

Daniel E. Katz is a Managing Director at Colony Capital, Inc., responsible for the identification and evaluation of new real estate investments in the United States. In addition, Mr. Katz serves as Co-Head of U.S. Loan Originations for Colony Credit Real Estate, Inc. (CLNC). Prior to joining a predecessor of the Colony 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 Administration from Harvard Business School and his Bachelor of Science from the Wharton School, University of Pennsy ... (view full description)

Danielle Katzir

Partner
Gibson, Dunn & Crutcher LLP

David King

Partner
Kirkland & Ellis LLP

David Dylan King is a partner in the Investment Funds Group in the San Francisco office of Kirkland & Ellis LLP. Primarily advising sponsors in private fund formation across a broad range of fund strategies, including real asset, buyout, growth equity and venture capital, David also counsels clients through complex business transactions, such as sell side minority investments, portfolio sales and firm & fund restructurings. He further advises clients in relation to their ongoing operations and management, guiding investment strategies and new product development, executive spin-outs and dispute mitigation.

Joshua Kirkham

Co-Head of North American Real Estate
Sculptor Capital Management

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)

Michael Knott

Managing Director, Head of U.S. REIT Research
Green Street Advisors

Richard Kulick

CIO of Multifamily Housing
Gamma Real Estate

Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $1 billion of multifamily properties in the past 5 years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick lead multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank’s Real Estate, Leisure and Lodging Group. Mr. Kulick is a lawyer by training and prior to UBS, practiced law for over four years in New York at Sidley Austin’s Corporate Transactions group where he structured and executed asset, stock, merger and ... (view full description)

Federico Lacour

Managing Director
Fosun Property Holdings

Federico Lacour is CEO, President & Board Member of Everest Healthcare Properties LLC. Mr. Lacour manages the firm’s overall activities including investment strategy, research, sourcing, underwriting, acquisitions, equity & debt financing, portfolio management, leasing, value-add activities and reporting. In addition, Federico is a Managing Director at Fosun Group in NYC, where he leads acquisitions and asset management of healthcare real estate assets and operators in North America. He is also President & Board member of a $100m+ medical office buildings joint venture involving three insurance companies. Fosun (ticker 656:HK) is a global principal investor with $99bn AUM, ... (view full description)

Steven Lange

Principal
CLA

Steven Lange, CPA, CA(SA), MBA CliftonLarsonAllen LLP  Principal                                                                                                                      781-402-6349 Orlando, FL – Lexington, MA                                        steven.lange@CLAconnect.comProfile Steve Lange is a Principal in CliftonLarsonAllen LLP’s Orlando and Lexington locations. He is responsible for providing CFO advisory services to all industry segments including construction, real estate, energy and asset management clients. He also manages CliftonLarsonAllen’s Fund Management, Consulting ... (view full description)

Todd Laurie

EVP-Investments/Partner
Baceline Investments LLC

Todd is responsible for Capital Development (debt and equity), Investor Relations, Acquisitions, Dispositions, Legal, Marketing and Public Relations. Additionally, he is responsible for investment structure and overseeing due diligence activities for institutional investors. He has been integral to growing the firm’s assets under management by playing a direct role in the capitalization and acquisition of over 70 properties valued at over $300 million. Todd, graduated from the University of Colorado, Colorado Springs, with a bachelor’s degree in Psychology, and was a member of Psi Chi.

Andy Lawhorn

VP, Finance
Toll Brothers, Inc.

Andy joined the Toll Brothers Corporate Finance Department in 2007.  He has raised debt and equity at the project level in support of home building, master-planned community, multifamily rental, and condominium developments.  Additionally, Andy is responsible for underwriting and due diligence in home builder M&A transactions. 

Andy graduated from The College of William and Mary with a dual Finance / English degree.  He is a CFA Charterholder.  
 

Jared Lazarus

Managing Director
Oaktree Capital MGMT LLC

Jared Lazarus is a Managing Director for Oaktree Capital Management’s Real Estate Group.  Since 2011, he has been responsible for sourcing, evaluating, executing and managing opportunistic and core-plus opportunities across all property types, primarily on the west coast.  Prior to Oaktree, Mr. Lazarus worked as an Assistant Vice President for Canyon Partners focusing on the Canyon-Johnson Urban Funds, where he underwrote, structured and closed joint venture investments totaling in excess of $1 billion in assets across all property sectors.  Prior to Canyon, Mr. Lazarus worked as an analyst for Credit Suisse’s real estate private equity group, DLJ Real Estate Capital Partners.  Mr. Lazarus r ... (view full description)

Ray LeBrun

Managing Director
CohnReznick Advisory

Steven Lear

Partner
Holland & Knight

Steven Lear is a Miami-based attorney and leader of Holland & Knight’s National Joint Venture Team.  Mr. Lear has more than 30 years of legal, tax and business experience representing top companies, including major homebuilders, in numerous joint ventures, mergers, acquisitions and dispositions (M&A) and other transactions. His clients include national homebuilders Lennar and Toll Bros., as well as funds, private equity and other real estate investors.   Mr. Lear assists clients in successfully navigating through some of the most complex legal, tax and business matters. As a licensed CPA with a master's degree in taxation, Mr. Lear is highly knowledgeable in the areas of accounting a ... (view full description)

Jonathan Lee

Principal
George Smith Partners

Jonathan Lee sources structured capital for both high net-worth and institutional clients. A former developer, Mr. Lee leverages his experience in ground up development to customize a client plan that manages risk profiles and maximizes returns. He utilizes an extensive network of debt, life insurance, CMBS, Fannie/Freddie and equity relationships to achieve his client’s goals. Mr. Lee specializes in ground up construction, perm and bridge financing. He has arranged debt, pref equity and JV equity structures totaling $3 Billion+ in his career. His expertise includes underwriting and structuring commercial real estate investments, negotiating transactions and term sheets, financia ... (view full description)

Jake Lehmkuhl

EVP & Senior Director of Real Estate
California Bank & Trust

Mark Levinson

Shareholder
Carlton Fields

Mark Little

Managing Director
Bank of America Merrill Lynch

Mark Little is a Managing Director in Bank of America Merrill Lynch’s market-leading Real Estate Syndicated Finance group.  In this capacity he serves as a senior member of the syndicate and distribution desk, which is focused on the execution of broadly syndicated debt facilities.  Clients include opportunity funds, debt funds, hedge funds, public pension plans and other institutional entities as well as REITs, REOCs, lodging companies and national homebuilders.    Mark started his financial services career with the firm at NCNB 32 years ago, and has worked in commercial banking, real estate special assets, and real estate syndications.  He previously served as an officer in the ... (view full description)

Nancy Little

Partner
McGuireWoods LLP

Nancy Little practices in the areas of finance and real estate transactions.  Her finance practice includes lease finance, real estate lending, financings of hotels and healthcare/senior housing facilities, public-private partnerships and economic development incentives.  She has also practiced in the area of tax-exempt finance.  Ms. Little’s lease and structured finance practice focuses on synthetic leases, sale-leasebacks and credit tenant loans as well as other types of structured off-balance sheet finance, including transactions utilizing commercial paper conduits and other securitized loans. Her experience spans a wide array of assets, such as corporate aircraft and real estate, power p ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

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

Mark Maduras

Managing Director
Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in the U.S., Europe and Asia, as well as the private equity group in New York. Mark is a voting member of the firm’s real estate investment committees for all real estate funds and is responsible for all real estate investment and fund structuring. Prior to joining the firm, Mark was the Chief Financial Officer of ATC Management, L.L.C., a real estate partnership that included Angelo Gordon. Before that, he worked at Merrill Lynch, Tishman Speyer P ... (view full description)

Steven Maloy

Executive VP, Director of Acquisitions & Sales
ARCTRUST Properties, Inc.

Steven L. Maloy, born in 1957, is Executive Vice President and Director of Acquisitions at ARCTRUST Properties, Inc. where he concentrates his efforts on the acquisition and sale of Net Leased Retail Properties. Over the past 20 years, Mr. Maloy has been involved in the financing, sale, and acquisition of over $3 Billion of Net Lease Property transactions, including over 200 Net Lease Property transactions with ARC valued in excess of $1 Billion. Mr. Maloy was a founding partner and Executive Vice President in charge of originations and new business development at CapLease, a publicly traded Net Lease Property Real Estate Investment Trust recently acquired by VEREIT. Prior ... (view full description)

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)

Brad Markoff

Shareholder
Carlton Fields

James Masciello

Principal & Portfolio Manager
Raven Capital Management

James Masciello is a Principal and Portfolio Manager at Raven Capital Management and focuses on deal origination, underwriting, execution, while managing all of Raven’s Film & Media and Real Estate investment opportunities. Prior to joining Raven, James was a Vice President at Bank of America Merrill Lynch's Special Assets Group, where he was responsible for managing a principal investment portfolio of over $1 billion. Before that, he was part of the Alternative Assets Group at Merrill Lynch. James received a BS in Finance from Georgetown University.
 

Tyler Mattox

Principal
MCA Realty

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

Joel Mayer

Managing Director
Rockwood Capital, LLC

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

David Milestone

Vice Chairman
Newmark Knight Frank

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)

Luca Montalti

Partner
Torchlight Investors

Gianluca Montalti joined Torchlight Investors (formerly ING Clarion Capital) in 2009 and is a Vice President in the special servicing group focused on REO and receivership properties. His portfolio includes all property types across markets including all hotels that are either REO or in receivership. He has 14 years of professional experience primarily in asset management, though his responsibilities have included deal sourcing, underwriting and new fund development. Prior to Torchlight Investors, Gianluca worked at Investcorp International, Greenstreet Real Estate Partners and LaSalle Investment Management. Throughout his career, Gianluca has served as asset manager on over $2.5 Billion of ... (view full description)

Kenny Moon

Director
Almanac Realty Investors, LLC

Mr. Moon is responsible for investment, origination, analysis, underwriting, structuring, transaction execution, and ongoing management of the investments of the ARS Fund Series and CARS I. He currently serves on the boards of HRIP Holdings and PREP Property Group. Prior to joining Almanac, he was an Associate at ING Clarion Partners. Prior to that, he was an Analyst in the Real Estate Investment Banking Group at Citigroup. He graduated from the University of California, Berkeley with a Bachelor of Science in Business Administration.
 

Avik Mukhopadhyay

Managing Director
Kennedy Wilson

Avik Mukhopadhyay serves as a Managing Director within Kennedy Wilson’s (“KW”) Investment Management platform.  With over $6.0bn in prior transactional experience, Avik helps source both single asset and operating company/platform level investment opportunities for KW’s comingled funds, separate accounts and balance sheet.    Prior to joining KW Avik headed the Tactical Direct Investments group for J.P. Morgan Asset Management – Global Real Assets, where he, on behalf of large sophisticated institutional investors such as US Pension plans and SWFs, focused on investing in bespoke strategies via co-investments, directly into single assets, and thematic separately managed accounts/ ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Sara Neff

Senior Vice President, Sustainability
Kilroy Realty

Sara Neff is Senior Vice President, Sustainability at Kilroy Realty  Corporation. Sara took Kilroy from having no sustainability program to being named among the top publicly traded real estate company on sustainability in the world by GRESB,  and under her leadership the company recently committed to becoming the first carbon neutral real estate company in North America by the end of 2020.   At Kilroy, she oversees all sustainability initiatives such as solar and battery dealmaking, the implementation of energy and water efficiency initiatives throughout the existing and development portfolios, the integration of sustainability standards into annual financial reports, the launch ... (view full description)

Marty O'Hea

CFO
Bixby Land Company

Marty O’Hea is Chief Financial Officer and Executive Vice President of Bixby Land Company. O’Hea directs all accounting, finance and capital markets activities at the company, including debt and equity financings, strategic planning, budgeting and forecasting, insurance and tax planning. Since joining Bixby in 2010, O’Hea has been instrumental in positioning the firm’s capital base for new acquisitions through the recapitalization of Bixby’s entire portfolio. O’Hea has a 30-year background in real estate finance and is experienced in all forms of debt and equity structures. O’Hea previously served as Seni ... (view full description)

Paul Obico

Partner
Allen Matkins

David Packer

Partner
Pircher, Nichols & Meeks LLP

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

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and an innovator with a background in two diversified professional fields: real estate investments and pharmaceutical research. Shravan is the CEO of American Ventures LLC (AV) & Co-CEO & Co-Founder of NAPA Ventures LLC (NAPA). AV & NAPA ar3e multifamily and commercial real estate investment company focused on the acquisition, rehabilitation and operation of value-add and core asset investment properties.  NAPA has experienced exceptional business growth, acquiring 4000 units in the last couple of years, and is set to more than double the portfolio with a planned pipeline of acquisitions slated to close in 2017/2018. NAPA's ultimate go ... (view full description)

Michael Pedone

Managing Director
CIT Bank, N.A.

Michael Pedone is a Managing Director in the Real Estate Finance Group at CIT Bank N.A. He leads a team responsible for loan origination, underwriting and portfolio management.  Since joining OneWest Bank/CIT in 2011, he has originated almost $3 billion of new loan commitments for acquisition, bridge, construction and note-on-note loans across various property types and markets.  In addition to new loan generation, he also originated an equity investment on behalf of CIT in a joint venture to acquire CRA-eligible multifamily properties in Southern California.  He currently manages a portfolio of approximately $1.4 billion in commitments. Prior to j ... (view full description)

Perry Pinto

Principal
Walton Street Capital, LLC

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

Devan Popat

Partner
Katten Munchin Rosenman LLP

Devan H. Popat is an attorney and partner at Katten Muchin Rosenman LLP. Devan focuses his practice on commercial real estate transactions, including acquisitions, dispositions, development, venture formation, finance, property management and leasing. He advises funds, real estate investment trusts (REITs), high-net-worth individuals, operators, developers, financial institutions and insurance companies on all aspects of real estate.  Devan has worked on a broad range of real estate assets, including office buildings, multifamily and student housing projects, industrial facilities, retail centers, hotels and resorts, senior housing and health care facilities, self-storage, ... (view full description)

Matthew Posthuma

Partner
Ropes & Gray, LLP

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

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for CPRE.  Ms. Potts has been with Canyon Partners for 13 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners’ real estate platforms and holds a seat on all Canyon Partners real estate investment committees.  During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $6 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, student housing and mixed-use.  Ms. Potts previously worked in the Fi ... (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)

Kevin Prince

Director-Originations
West Bay Capital

Mr. Prince began his career in the commercial real estate industry in 2013 with Faris Lee Investments, where he assisted in the marketing of over 70 retail properties for sale. Following his time at Faris Lee, Mr. Prince joined Clippinger Investment Properties where he worked primarily in acquisitions and served in many other areas alongside the President, including roles in dispositions, leasing, and property management. As Director of Originations for West Bay Capital, Mr. Prince is responsible for generating new loans for the mortgage fund and leading all marketing efforts. Mr. Prince has a California Real Estate License, is a member of the International Council of Shopping Centers ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

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

Michael Ray

Partner
Pircher, Nichols & Meeks LLP

Barb Rea

Managing Director, COO
BKM Capital Partners

As the Chief Operating Officer at bkm Capital Partners, Barbara Rea is responsible for providing leadership, management and the vision necessary to ensure the firm has proper operational controls, administrative and reporting procedures, and the people systems in place to effectively grow the organization. Rea has 20 years experience in the commercial real estate industry with a focus on marketing and operations. 

Jeffrey Reder

SVP, Private Real Estate
CenterSquare Investment Management

As Senior Vice President, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate and is a wholly owned subsidiary of Bank of New York Mellon. Prior to CenterSquare, Mr. Reder was Vice President for a private real estate investment firm. He was responsible for underwriting acquisitions, financing, asset management and disposition of properties with a focus in California and t ... (view full description)

Vittoria Reimers

VP of Investor Services
Juniper Square

Vittoria Reimers is VP of Investor Services at Juniper Square, the market-leading investment management software that enables managers to raise more capital, automate investment operations and increase investor satisfaction. In her role Vittoria is responsible for developing and scaling value-add services that complement Juniper Square’s software offering and further the company’s mission of making the world’s private capital markets more efficient, transparent and accessible. Prior to Juniper Square, Vittoria spent six years at Funding Circle, an online platform for small business loans, where she led various credit underwriting and operations teams across the US, the UK, Germany and the Ne ... (view full description)

John Reiss

Partner
DLA Piper

John D. Reiss advises investment managers on all aspects of private fund formation and the establishment of managed accounts, as well as regulatory and compliance matters (particularly the US Investment Advisers Act), management company structuring and general governance issues. Additionally, he represents sophisticated investors in connection with private investments across numerous alternative asset classes. John's experience spans real estate, private equity and private credit, venture capital and hedge fund strategies. He has also worked on real estate joint ventures, private equity secondary transactions, asset management M&A and registered funds. ... (view full description)

Kristin Renaudin

CFO
Stockbridge Capital Group

Kristin Renaudin, Chief Financial Officer, joined the founding Stockbridge professionals in 1994 with PaineWebber and its predecessor. Ms. Renaudin is responsible for directing Stockbridge’s finance and operations activities as well as the overall strategic planning and direction for the firm. During her tenure with Stockbridge, she has held various responsibilities across departments, including acquisitions, client service, capital markets and portfolio management. Additionally, Ms. Renaudin has played a major role in the formation of Stockbridge and the expansion of its product offerings to include the Core and Value-Add ... (view full description)

Glen Rich

Managing Director
Crowdstreet

Glen Rich is the Managing Director in the South Central U.S. for the CrowdStreet’s online capital formation and investor acquisition/relationship management platform.  Glen leads the team to provide investment firms, sponsors and developers access to over thousands of accredited investors for deal and fund capital formation.   CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth.  Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operato ... (view full description)

Michael Richards

Senior Vice President of Fund Administration
NES Financial

Michael Richards has brought an impressive investment skillset to NES Financial after nearly 18 years at State Street, where he built his reputation in hedge fund and private equity fund administration within their Alternative Investment Solutions division. There, Michael was responsible for a large global team servicing top institutional fund sponsors and LP customers with a broad spectrum of alternative investment product types. His background in alternative fund administration and financial reporting with leading private equity fund sponsors has enhanced NES Financial’s approach to complex accounting transactions, automation, financial and investor reporting, and is bolstering their rapid ... (view full description)

Christopher Rising

President & COO
Rising Realty Partners

Christopher Rising manages the day-to-day business activities of RRP, while also serving on its Investment Committee. Drawing on his experience as Senior Vice President, Asset Transactions at MPG Office Trust, Inc. (NYSE: MPG), Christopher is skilled at managing acquisitions and creative development. At MPG, he worked directly with the CEO to improve finances through debt reduction and restructuring. In 2003, he founded his own company, The Rising Real Estate Group (RREG.) As the company grew, he seized the opportunity to partner with BPG and created Hamilton Capital Partners (HCP), an equity fund vehicle. RREG is also a principal in 626 Wilshire Blvd, a 156K square foot office building ... (view full description)

Jay Rollins

President
JCR Capital

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

Randi Rosen

Principal
KPMG LLP

Randi is a Principal in the Economic and Valuation Services practice of KPMG LLP. She is located in the firm’s San Diego office and works with a core group of multidiscipline professionals who assist clients with real estate and hospitality economic and valuation issues.She has over 25 years of experience in preparing valuation and consulting studies on real estate and hospitality assets throughout the United States, Canada, Latin America, South America, Europe, and the Pacific Rim. Property types include master-planned developments, resorts, hotels, golf courses, marinas, office buildings, industrial facilities, special-us ... (view full description)

Dan Rosenbloom

Managing Director of Investments
Cadre

Dan is a Managing Director and co-head of the Investments Team. Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Properties and GEM Realty Securities. Before GEM, Dan was Vice President at Fortress Investment Group, where he focused on acquisitions and originations of equity, mezzanine debt, and other subordinate debt secured by real estate assets and operating companies. Prior to that, Dan worked in J.P. Morgan’s syndicate and leverage finance group, focusing dan  primarily on the real estate industry, and at Jones Lang LaSalle (NYSE: JLL), assisting with as ... (view full description)

Ron Rossi

VP, Business Development
IMS CRE

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

Eric Rowen

Shareholder
Greenberg Traurig, LLP

Eric Rowen 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)

Eliot Saeedi

VP
Angelo Gordon

Nadia Sager

Partner
Latham & Watkins LLP

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

Yesenia Scheker

Partner
KPMG LLP

Yessi is the Partner in Charge of KPMG’s New York Real Estate Tax practice.  She has almost 20 years of experience providing tax and advisory services to the asset management industry. Yessi has a wide range of experience serving global real estate fund managers, investment funds, infrastructure funds, foreign investors, institutional clients, developers, homebuilders, and owner/operators. Yessi will also assume the Global Tax Lead role for KPMG’s Building, Construction and Real Estate Tax Practice where she will focus on leading our global tax network. Yessi’s responsibilities have included planning and structuring for alternative investment clients, including real estate fund m ... (view full description)

Spencer Schlee

VP
Canyon Partners Real Estate LLC

Spencer Schlee, Vice President, is responsible for originating, underwriting, structuring and executing all equity and debt investments in the Southwest region for Canyon’s opportunistic and value-add real estate platforms.  Mr. Schlee joined Canyon’s acquisitions team in 2012 and has since worked on transactions investing over $690 million of committed capital and totaling over $1.7 billion in total capitalization across various sectors including multifamily, retail, hospitality, office and mixed-use.  Prior to joining Canyon, Mr. Schlee was an analyst at BlackRock in New York and is a graduate of the University of California, Los Angeles (B.A. Business Economics).& ... (view full description)

Abe Schlisselfeld

Co-Partner in Charge, Real Estate Group
Marks Paneth LLP

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 ha ... (view full description)

Bryan Shaffer

Principal/Managing Director
George Smith Partners

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

Hilary A Shalla

Partner
Latham & Watkins LLP

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

Kevin Shannon

Co-Head, US Capital Markets
Newmark Knight Frank

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

Shane Shelley

Partner
Morrison & Foerster LLP

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

Matthew Shore

CIO
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)

Ryan Simonetti

CEO & Co-Founder
Convene

Ryan is the CEO and co-founder of Convene. Convene designs and services a network of premium places to work, meet, and host inspiring events. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine. Ryan has been recognized for his transformative achievements on Real Estate Forum’s 50 Under 40 list, Inc. Magazine’s “30 Under 30,” a list of America’s Most Promising Young Entrepreneurs, was named “Top Entrepreneur” by Crain’s New York, and a finalist in Ernst & Young’s Entrepreneur of the Year® New York Awards. ... (view full description)

Justin Smith

Managing Director
Long Wharf Capital

Jon Spelke

Managing Director
CleanFund

Jon has over 25 years of experience in the Southern California real estate industry. Jon has been a principal/sponsor at top-tier industry-leading firms such as Clarion Partners, Lennar Urban, OneWest Bank, CA Student Living, and Hillman Properties. Jon is from Boston and received his Business/Accounting undergraduate degree at Northeastern University, has passed the California CPA exam and is licensed as a Broker in California. He is also a member of ULI, BIA, NAIOP, and ICSC.

Scott Stafford

Co-founder & Principal
Strada Investment Group

Scott Strafford, co-founder and Principal of Strada, is a member of the Investment Committee and helps lead Strada’s deal sourcing efforts throughout the Western United States.  Scott is actively involved in the asset management, financing and disposition of all of Strada’s investments, working directly with Strada’s various deal teams. Prior to founding Strada, Scott worked as a Senior Vice President at the CIM Group, a more than $5 billion real estate private equity firm. From 2006 to 2010, he led CIM’s Northern California office, managing more than 20 investment and development personnel. During his tenure at CIM, he executed more than $1 billion in real estate transactions, directly sour ... (view full description)

Andrew Starrels

Partner
Holland & Knight

Andrew J. Starrels is a Los Angeles-based attorney and member of Holland & Knight’s West Coast Land Use and Environment Group. Mr. Starrels focuses his transactional law practice on issues surrounding the development and operation of all types of commercial real estate. His practice includes navigating complicated pathways of entitlements processing, zoning analyses and resource management incident to securing approvals for development projects, as well as traditional transactional matters such as acquisition, disposition, finance and property management. Prior to joining Holland & Knight, Mr. Starrels was the general counsel of a prominent real estate de ... (view full description)

Scott Stay

President
Construction Management & Development, Inc.

Andy Stewart

Managing Partner
Argosy Real Estate Partners

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

Zachary Streit

Senior Vice President
George Smith Partners

Zachary D. Streit is Vice President at George Smith Partners.  Zachary has arranged and closed in excess of $500 million and has underwritten in excess of $5 billion of debt and equity financings for a broad array of real estate transactions. He has significant experience arranging and closing construction loans, CMBS loans and private/hard money loans across all commercial property types. Zachary’s clients recognize him for his relentless focus on execution and responsiveness. Zachary has 10 years of real estate experience, including 5 years of experience as a principal lender. Prior professional positions include: Managing Director of Originations for Anchor Loans LP; Vice Pres ... (view full description)

Laura Stumm

Senior Managing Director
Newmark Knight Frank

Vanessa Sunshine

Partner
Bryan Cave LLP

Reasonable, approachable and perpetually upbeat, Vanessa Sunshine is a real estate lawyer with a strong passion for building and maintaining relationships with her clients, especially when it comes to their business. Vanessa prides herself on being responsive, thoughtful and available, and clients value her soft-touch approach, especially at the negotiating table, where actively listening, coming up with creative solutions, and fostering strong working relationships- including with the opposing side- helps them achieve their desired result.Vanessa has experience in the acquisition, disposition and financing of virtually eve ... (view full description)

Cecile Taylor

Managing Director Client Services
Magnolia Capital

Gerald Thomas

Partner
McGuireWoods LLP

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

Alan Todd

Managing Director, Head of U.S. CMBS Strategy
BofA Merrill Lynch Global Research

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research. In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets. Alan brings more than 17 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls. Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008. Alan ranked No. 1 for CMBS in the Institutional Investor All-America Fixed Income Research team survey for 2009, 2010, 2012-2017, ranked #2 in 2011 and was among the top-ranked analysts in 2007 and 2008. ... (view full description)

Adam Tope

Partner
DLA Piper

Adam Tope provides investment fund sponsors, investors and principals with creative, commercial and realistic advice relating to fund formation and secondaries transactions. He brings a global perspective to his clients, having represented managers and investors in dozens of jurisdictions.Adam's sponsor-side clients regularly include prominent secondaries firms, private equity and hedge fund managers, real estate managers, middle market managers and startup managers/spinouts. He advises these clients with entity formation, introductions to service providers, discussions with placement agents, drafting of offeri ... (view full description)

Manny Trelles

Principal
CLA

Manny has in-depth Alternative Asset, Real Estate and Family Office Tax & Advisory experience with deep transactional experience with US inbound tax and accounting structuring. Manny works closely with US and Offshore based capital sources to optimize the economics associated with the direct or indirect investment in US real estate and private equity joint ventures.
Manny directs all aspects of an advisory and tax consulting practice unit, including business development, staff development, financial management and ongoing client relationship management.

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

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

Garrett Ushiyama

Partner
CohnReznick LLP

Garrett Ushiyama is a partner in the audit and assurance group for CohnReznick’s Los Angeles office. He is also co-leader of the Firm’s Commercial Real Estate Industry Practice in the West Region. Garrett has over 25 years of experience providing audit and advisory services to public and privately-held companies across a broad range of real estate companies. His extensive experience with real estate development and operations includes industrial, commercial, residential, retai,l and hospitality properties as well as private equity and pension funds investing in real estate and REITs. Garrett has served in interim controller and CFO roles for several companies in various industrie ... (view full description)

Jonathan Watson

Director
AEW Capital Management, L.P.

Mr. Watson is responsible for investment origination and asset management for the West Coast on behalf of AEW's Partners Funds, which is a series of discretionary funds managed by AEW.  During his decade tenure at AEW, Mr. Watson has been involved in the acquisitions, dispositions, financing and asset management for a wide variety of commercial real estate product types in the major MSA's in the Western US.  Prior to joining AEW, he was with Thomas Properties Group where he was involved in the acqustions, asset management, leasing, and development services for Thomas' multi-million square foot office portfolio.  He graduated Magna Cum Laude from the University of Southern California's Marsha ... (view full description)

Gabe Weinert

SVP, Capital Markets
Walker & Dunlop

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

Sondra Wenger

Managing Director
CIM Group

Benny Westreich

Partner
Katten Munchin Rosenman LLP

Benny Westreich’s practice covers the full range of transactional real estate, representing institutional and individual clients in the United States and abroad in the acquisition, development, financing, construction, renovation, leasing, management and disposition of commercial and residential properties (including hotel, retail, office and multi-use projects). Benny focuses a lot of his practice on structuring real estate funds and joint venture (including participation structures). He counsels clients on both sides of transactions, including lenders and borrowers, landlords and tenants, developers and finance partners and buyers and sellers. Clients say that Benny "… is what I consider ... (view full description)

Chris Wetmore

Principal
RSM US LLP

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

Senior Managing Director
Lombard International

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

Christopher Winnen

Managing Principal, Real Estate Equity
Allstate Investments

Grace Winters

Partner
Manatt, Phelps & Phillips LLP

Grace Winters is a Manatt Real Estate partner in the Orange County office. She represents property owners, developers, capital providers, landlords, tenants and investment fund managers in connection with acquisitions, dispositions, joint ventures, exchanges, development, ground leasing, commercial leasing, financing, construction and other transactions involving real property. Grace works closely with clients’ business and legal teams to lead and manage major real estate transactions, regularly collaborating with their internal risk management, compliance and operations departments, as well as outside legal experts, third-party operators, investors, lenders, developers and consultants. Grac ... (view full description)

Kevork 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 Partner, Head of Originations
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE, with $13+ billion in assets under management in commercial real estate debt strategies. He is the Head of Asset Originations and is a member of ACORE’s investment committee.   Mr. de Haan has 21 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 Starwood he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance busin ... (view full description)
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Event Contacts for 17th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing

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*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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