Sam Alavi

Attorney
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)

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

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

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 gene ... (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.
 
 

Brian Bailey

Subject Matter Expert, CRE
The Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

Henry Bandet

Founder & Partner
HG Capital, LLC

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

David Barksdale

Partner
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)

Tim Blair

Partner
Shannon Waltchack

Tim leads Shannon Waltchack's Commercial Real Estate capital preservation fund focused on purchasing neighborhood centers in affluent communities with necessity based service tenants. 

A veteran real estate professional, Tim has been dealing in real estate for more than 25 years and has been a principal at Shannon Waltchack since 2010. Tim currently serves on CCIM's National Board of Directors and will serve as the CCIM Institute's Global President in 2021.

Tim received his BA from Colorado College and his MBA from University of Virginia's Darden School of Business. 

Gary Block

Managing Director
Meridian Group

Gary is the Chief Investment Officer and a Partner of Meridian. Gary is responsible for acquisitions, capital activities and investor relations.  He also serves as Chair of the Investment Committee. Gary led the fundraising and investing efforts of Meridian Realty Partners I and II, Meridian’s discretionary private equity funds raised in 2012 and 2016. Between these two funds, Gary has completed in excess of $2.5 billion in investments with over $1 billion of equity in 15 transactions.   With over 30 years of industry experience, Gary represented Meridian in its first 3 years of investments as a partner at Vinson & Elkins LLP in Washington, DC. He then headed up the Real Esta ... (view full description)

Richard Brace

Director of Research
AEW Capital Management

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

Trent Brown

Director of Debt Advisory
Fairway America Commercial Finance

No biography specified

Diana Brummer

Partner
Goodwin

Diana Brummer is a partner in Goodwin’s Real Estate Industry group. Her experience spans the spectrum of commercial real estate transactions with a particular emphasis on complex joint ventures, senior, construction and mezzanine financings (for both lenders and borrowers), acquisitions and dispositions, loan workouts, real estate recapitalizations and development. She represents a wide variety of client types, including institutional investors, pension funds, private real estate funds and public and private REITs, as well as their investment advisers.  She also regularly counsels her clients on all aspects of managing distressed real estate assets.
 

Doug Buurma

Partner
Moss Adams LLP

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

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

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

Darris Cassidy

President
Fairway America, LLC

Real Estate Investment Fund Manager and Advisor. Darris manages two private real estate funds, Fairway Fund VI, with allocations to invest in private money real estate debt & equity, and Fairway America Fund VII, with a primary allocation to invest in other real estate based funds. Additionally, Fairway America helps real estate professionals throughout the nation structure, create, launch, and administer their own 506 Reg D Funds.

Bryan Cavalier

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

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

Barry Chase

Managing Principal & CEO
Belay Investment Group

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

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moor ... (view full description)

Gregg Christiansen

Vice President
LaSalle Global Partner Solutions

No biography specified

Peter Ciganik

Managing Director
GTIS Partners

No biography specified

Frederick Cooper

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

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

Brad Creel

Director of Real Estate Investments
Lockheed Martin Investment Management Co.

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

Christopher Czarnecki

President & Chief Executive Officer
Broadstone Real Estate

Chris joined Broadstone in 2009 and is responsible for leading capital markets, accounting and property management. His primary responsibilities include raising new debt and equity capital for investment, managing investor relations, conducting industry research, board and investor communications and portfolio analytics. Prior to joining Broadstone, Chris was a commercial real estate lender and credit analyst for Branch Banking & Trust Co. (BB&T). Based in Baltimore, MD, he was responsible for the underwriting of new commercial construction projects, portfolio management and credit analysis. Chris is a graduate of BB&T’s Leadership Development Program. He is a member of PREA, ... (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 145+ affordable & work-force multi-family properties across 20 states, representing apartment homes for over 24,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition and development of various commercial real estate projects ranging from m ... (view full description)

Warren de Haan

Head of Originations
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE, with $11+ 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 business ... (view full description)

Marley Dominguez

Managing Director of Real Estate
Sonder

No biography specified

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)

Devin Duffy

Director
Castlelake

No biography specified

Robert Durand

Executive Vice President
KBS

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

Yair Ephrati

Head of Investment Banking
Value Base

Yair Ephrati has over 15 years of investment banking and corporate finance experience. He has completed a range of financial advisory assignments, including leveraged buyouts, divestitures, and public equity transactions on behalf of both private equity firms and for private and public company clients. Until recently. Mr. Ephrati served as CEO of Mietav-DS Mergers & Acquisitions, a leading firm in the Israeli investment banking industry. Prior to his investment banking career, Mr. Ephrati was with McKinsey & Co. In London and New York where he led teams advising Fortune 100 companies on new market development, acquisitions, and strategy. Mr. Ephrati serves as chairman of Eden Energy ... (view full description)

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

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

Dani Evanson

Managing Director
RMA, Inc.

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)

Mollie Fadule

Founder, Partner
Cephas Partners

Mollie has significant experience in the acquisition, disposition and management of complex real estate transactions domestically and internationally, including underwriting and closing transactions involving direct equity, bridge equity, senior and mezzanine debt and joint ventures across multiple property types and companies representing over $2 billion in equity and debt investments and over $4 billion in asset value. Mollie also has experience investing in and advising real estate start-up companies. From 2012-2018, Mollie worked exclusively with affiliates of The Blackstone Group. In h ... (view full description)

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

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)

Drew Flowers

Partner
Gibson, Dunn & Crutcher, LLP

No biography specified

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)

Drew Fung

Managing Director
Clarion Partners

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

Zach Gentry

VP of Business Development
View, Inc.

No biography specified

Alison E. George

Partner
Ropes & Gray LLP

Ali George joined Ropes & Gray’s real estate investments & transactions group in 2012. Ali has a wide range of experience in transactional real estate matters, and focuses especially in real estate joint ventures, investments and finance, including domestic and international repurchase facility structures. Throughout her career, Ali has represented hedge funds, REITs, institutional investors,
endowments, operators and developers.

Andrew Gindy

Principal
Walton Street Capital LLC

No biography specified

Jay Glaubach

Managing Director, Real Estate
Ares Management

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

Bob Goldbaum

VP Strategy
Dynamo Software

Bob brings over 25 years of experience in investment operations, marketing, M&A and Fintech innovation.  Before Dynamo, he helped build Citadel’s fund administration business as head of their Fund of Funds and Allocator Services and helped design their Investor Services and Accounting infrastructures. Before moving to Chicago, he founded  FundRunner software in San Francisco, CA, the first CRM and manager research platform for the private investment industry which he sold in 2005. At FundRunner he re-built HedgeFund.net with its founder and created its Private Equity counterpart for the Guggenhiem group. He also worked closely with Credit Suisse to create their alternative investment ind ... (view full description)

Brian Good

CEO
iBorrow

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

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)

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)

Daniel Guggenheim

Partner
Pircher, Nichols & Meeks LLP

Danny Guggenheim is a Partner in the Los Angeles office of Pircher, Nichols & Meeks LLP, and dedicates the bulk of his practice to the representation of private equity funds, real estate companies, non-bank lenders and other investors in connection with commercial real estate partnerships, financings, acquisitions and dispositions. He is also a Lecturer in Law at the University of Southern California Gould School of Law, where he co-taught the Fall 2018 semester of Real Estate Law and Business (Transactions) with Professor George Lefcoe, and coordinates the annual Pircher Nichols & Meeks Real Estate Joint Venture Challenge in which law school and business school students team up to c ... (view full description)

Mark Hamister

Founder, Chairman & CEO
Hamister Group

Mark Hamister is the Founder, Chairman and CEO of Hamister Group, LLC, a recognized leader in the acquisition, development and management of senior housing and hotels with a proven track record of exceptional results. Mr. Hamister’s real estate experience spans a period of forty-four years. Mr. Hamister’s passion for senior housing began in the mid-1970s, early on in his career, when he was named Administrator of a 200-bed residential facility and 42-unit apartment complex for the elderly. This experience led to his founding National Health Care Affiliates, Inc. (“NHCA”) in 1977, in the role of Chairman and CEO. NHCA owned, operated and managed as many as 24 seni ... (view full description)

Todd Hankin

Partner
EisnerAmper, LLP

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

Rodgers Harshbarger

Director, Private Investments
UNC Management Company



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

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

 

Tiffani Heidebrecht

Managing Director
Crow Holdings Capital – Real Estate

No biography specified

Jim Hibbert

Managing Director
Noble Street Advisors

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

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

Kim Hourihan

Senior Managing Director
CBRE Global Investors

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

Bradford Howe

Co-CEO
Lowe Enterprises Investors, LLC

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

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

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

Moses J. Kagan

President
Adaptive Realty, Inc.

Moses is co-founder and head of Adaptive Realty, the Los Angeles-based development and property management group. Since 2008, he has overseen the repositioning of more than 75 properties in Los Angeles. Since 2012, Moses has grown Adaptive from zero to $100MM in AUM. He began his career in mergers and acquisitions at LongAcre Partners in London (since acquired by Jefferies). Moses received a B.A. magna cum laude from Princeton University and an M.A. from The London School of Economics, and is licensed as a real estate broker in California.
 

Scott Jackson

Principal
Squar Milner LLP

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

Steve Jasa

CFO-Investment Management Group
The Wolff Company

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

Kyle Jeffers

Managing Director
ACORE Capital

Kyle Jeffers is a Managing Director and Head of Western Region Originations. He has 22 years of experience in the commercial real estate finance industry and capital markets. Prior to joining ACORE, from 2010 to 2015, Mr. Jeffers was a Managing Director at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, managing west coast loan originations and was responsible for over $5 Billion of first mortgage, mezzanine, and preferred equity investments. Before joining STWD, Mr. Jeffers was a Managing Director at Coastal Capital Partners, LLC, a firm focused on acquiring distressed debt and advising clients on restructurings. Prior to Coastal Capital, he was a ... (view full description)

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

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

Ryan Kaplan

VP, Real Estate Investment Group
Goldman Sachs & Co.

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

Alvin Katz

Partner
Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Chicago office of Katten Muchin Rosenman LLP. During more than 40 years of practice Mr. Katz has been involved in virtually every aspect of the real estate industry. He has a widely diversified practice, representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. His clients include opportunity funds, investment advisors, real estate investment trusts and public and private pension funds. Mr. Katz is consistently ranked in the top tier of Chicago real estate lawyers by Chambers USA: America's Leading Lawyers f ... (view full description)

Dan Katz

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)

Christopher Kelly

Managing Director
Amherst Capital

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

Joshua Kirkham

Senior Principal & Co-Head of North American Real Estate
Oz Real Estate

Joshua Kirkham is a Senior Principal and Co-Head of North American Real Estate at Oz Real Estate (OZRE). Mr. Kirkham is also Co-Head of North American Real Estate Credit at OZRE. Throughout his tenure, Mr. Kirkham has completed debt and equity transactions across multiple sectors, including retail, office, multi-family and parking. Mr. Kirkham also led OZRE’s distressed residential strategy following the global financial crisis, investing in partially-completed subdivisions, condominium recapitalizations, single-family rentals and defaulted bonds secured by housing assets. Prior to joining OZRE in 2006, Mr. Kirkham worked in the Urban Investment Group of the Real Estate Principal Inves ... (view full description)

Lisa Knee

Partner
EisnerAmper LLP

Lisa Knee is a Tax Partner with over 20 years of experience. Her expertise covers a range of real estate transactions and situations, including acquisitions, refinancing, like-kind exchanges, joint venture agreements, and structuring tax rehabilitation credits for a variety of clients, such as leading real estate owners, operators, investors, family offices, and developers, as well as hospitality companies, world-renowned restaurant groups, and financial service firms. She has also consulted with large boutique hotel groups on their acquisitions, dispositions, partner buy-outs, property renovations and rebuilds. As an advisor, Lisa assists high net worth individuals and family/ow ... (view full description)

Richard Kulick

Chief Investment Officer
Gamma Real Estate

Richard Kulick : Chief Investment Officer, Multifamily Housing Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $600 million 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’ ... (view full description)

Steve Kurtz

Managing Director, Real Estate - Valuation & Business Analytics
BDO

No biography specified

Stephanie Landsberg

Vice President
Bank of America Merrill Lynch

No biography specified

Todd Laurie

Partner
Baceline Investments LLC

  • Responsible for Capital Development (debt and equity), Investor Relations, Acquisitions, Dispositions, Legal, Marketing and Public Relations
  • 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
  • Graduated from the University of Colorado, Colorado Springs, with a Bachelor’s Degree in Psychology, and was a member of Psi Chi

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)

Steven Lear

Partner
Holland & Knight

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

Jonathan Lee

Principal
George Smith Partners

No biography specified

Mark Levinson

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

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

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)

Mark Little

Managing Director
Bank of America Merrill Lynch

Mark Little is a Managing Director on the Real Estate and Lodging Syndicated Finance (Syndicate & Sales) team at Bank of America Merrill Lynch. He serves as manager of the syndicate and sales desk, which is focused exclusively on real estate and lodging transactions originated by the firm. Mark and his team are longstanding market leaders in the syndicated real estate space.  Bank of America Merrill Lynch is a leading provider of subscription secured financing closing more than 600 subscription secured transactions totaling $157 billion since 2006.   Mark started his financial services career with the firm at NCNB 30 years ago, and has worked in commercial banking, real estat ... (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 & Co.

Mark Maduras joined Angelo, Gordon in 2001 and is the head of finance for real estate and private equity at the firm. He manages a 30-person group that provides dedicated finance support to Angelo Gordon’s real estate teams in New York, Los Angeles, Hong Kong, Shanghai, Seoul, Tokyo, London and Amsterdam, 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. He has been the lead finance person responsible for all real estate investment and fund structuring, representing over $12 billion of real estate acquisitions over the last 10 years. Prior to joining the firm, Mark was the Chief Financial Office ... (view full description)

Brad Markoff

Partner
Thompson Coburn LLP

No biography specified

Nathaniel Marrs

Partner
DLA Piper

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

Tyler Mattox

Principal
MCA Realty

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

Joel Mayer

Managing Director, Head of Retail
Rockwood Capital, LLC

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

Troy Merkel

Partner
RSM US LLP

I have over 14 years of experience in audit and consulting, with a particular emphasis in real estate, financial services and government, in accordance with US GAAP, IFRS, GASB Standards, NCREIF PREA Reporting Standards and income tax basis . I also have expertise in OMB A-133 and HUD compliance requirements. I provide audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from ground-up construction through disposition. I have extensive real estate valuation experience and expertise in accounting for assets acquisitions and complex leases. In addition, I specialize in various tax-advantageous and governm ... (view full description)

David Milestone

Vice Chairman
NKF Capital Markets

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

Alexa Mizrahi

Director, Loan Origination
Lone Oak Fund, LLC

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

Jon-Paul Momsen

VP & Senior Managing Director
Harbert Management Corporation

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

Kenny Moon

Director
Almanac Realty Investors, LLC

No biography specified

Gary Mozer

Principal/ Co-Founder
George Smith Partners

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

Peter Muoio

Chief Economist
Ten-X

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

Marie Murphy

Managing Partner
MJD Capital Partners

Marie Murphy is the Founder and Managing Partner of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in single family and multifamily investments, including short term and long term investment horizons. Marie also serves as a Manager of Sacramento Opportunity Fund, LLC and is the Sole Managing Member of 3.0 Investments, LLC. Marie is a licensed real estate agent in the state of California.  Marie lives in San Francisco, CA.&n ... (view full description)

Greg Myers

Managing Director
Cortland Part of Alter Domus Group

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.

Anton Natsis

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

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

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)

Orla O'Connor

Principal
KPMG LLP

Orla is a Tax principal based in the San Francisco office providing tax consulting and compliance services to asset management clients, with a specialization in Patient Capital/Evergreen Structures, Impact Investing, Cross-border Structures, and the Real Estate Industry. Before joining KPMG, Orla most recently served as legal counsel in the Washington, DC office of Goodwin Procter, where she advised real estate and private equity clients on transactions, private letter rulings, and tax policy matters. Previously, Orla served as acting special counsel to the deputy chief counsel (technical) at the Internal Revenue Service, where she reviewed over forty published guidan ... (view full description)

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.

Daniel Pallone

VP of REIT and Loan Services
SS&C

Dan has oversight and leadership responsibilities for client relationship management, operations, accounting and reporting services for SS&C’s Mortgage
REIT and Mortgage Loan client base and has been with SS&C since April of 2015. He has extensive finance, operations, and investment risk experience from banks, an insurance company, a mortgage REIT and a GSE.  Dan graduated from the University of Notre Dame with a BA in accounting and from New York University with an MBA in finance, and is a CPA.
 

George Pandaleon

President
Inland Institutional Capital, LLC

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

Maxwell Peek

CEO & Managing Principal
Magnolia Capital

Mr. Peek is CEO and Managing Principal for Magnolia Capital, a nationally focused multifamily investor based in Chicago. Prior to founding Magnolia Capital, Mr. Peek was an Executive Vice President at Waterton overseeing the Eastern US investment team and also focusing on new business development.  Throughout his tenure at Waterton Mr. Peek has been responsible for the acquisition and disposition of over $2.5 Billion in multifamily properties nationwide, including equity and debt level transactions.  Mr. Peek led the company’s innovation efforts and served on the Board of Directors for Elmspring, a real estate technology accelerator that Waterton partnered with to promote disrupt ... (view full description)

Marc Perrin

Managing Partner
The Roxborough Group, LLC

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

Joshua Perttula

Managing Partner
Abington Emerson Investments

Joshua Perttula is a founding partner and principal of Abington Emerson Investments, LLC, (“Abington Emerson”), a private real estate investment company headquartered in Los Angeles, California. Mr. Perttula leads the firm’s real estate, finance, and investment departments. Abington Emerson’s real estate portfolio consists of assets in multi-family, office, retail, hospitality and mobile home parks across seven states and includes multiple investments in Opportunity Zone areas. The firm is currently in the process of launching its first Opportunity Zone Fund. Joshua is also an expert and active consultant on land use and real estate policy as it relates to local governments. He graduated wit ... (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 Muchin Rosenman LLP

Devan H. Popat is a real estate attorney and partner in the Chicago office of Katten Muchin Rosenman LLP, where he represents clients on a broad range of commercial real estate transactions, including acquisitions, dispositions, development, joint venture formation, financing and leasing. Devan has worked on various types of projects, including office buildings, industrial facilities, retail centers, hotels, airports, vacant land, timberland and multifamily properties. Devan also represents community, education and philanthropic organizations pro bono with real estate and corporate matters.

Luke Pope

Principal
CliftonLarsonAllen LLP

Luke Pope is a tax principal with CLA in Saint Louis, MO. He has more than 13 years of experience advising clients in a wide spectrum of industries, with a heavy emphasis on assisting closely-help businesses and their owners with tax planning, consulting and compliance.  His real estate experience includes consulting related to New Market Tax Credits, Opportunity Zones, and Historic/Rehabilitation Tax Credits.
 

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 Canyon Partners Real Estate. Ms. Potts has been with Canyon Partners for 12 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 p ... (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
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)

Evan Ptalis

Managing Director-Commercial Division
Ten-X

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

Edward Ratinoff

Director
James Investment Partners

Edward Ratinoff is founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Bank of Internet (NASDAQ:BOFI). Ed most recently oversaw the national acquisitions effort for Phoenix Realty Group, an institutional real estate investment fund sponsor with activities in California and New York. Previously Ed held the position of Managing Director and west coast head for the J.E. Robert Companies where he was responsible for all equity and debt transactions throughout the western US for the firm’s re ... (view full description)

Jeffrey Reder

SVP, Private Real Estate
CenterSquare Investment Management

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

Rony Rodriguez

Tax Partner
CohnReznick

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

Jay Rogers

Executive Director
Bergendahl Holdings

Jay Rogers is an investment management professional and entrepreneur with over two decades in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He later worked as Chief Investment Officer for a family office and made his transition to the buy side with a long only growth equity manager. Alpha Strategies was formed through a group of highly experienced investment professionals with a shared belief that boutique investment managers as well as qualified investors are still underserved in their access to deep domain expertise in alternative investments generating consistently high levels ... (view full description)

Jay Rollins

President
JCR Capital

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

Jonathan Romick

Managing Director, General Counsel & CCO
GEM Realty Capital, Inc.

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

Dan Rosenbloom

Co-Head Investments
CADRE

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

Bradley Ross

Vice President
Madison Realty Capital

Mr. Ross joined the firm in April of 2018 and is a Vice President of Originations for the firm's first West Coast based location. He has over a decade of experience sourcing and underwriting real estate investment and lending opportunities nationwide, including senior, mezzanine, and structured bridge debt financing. Prior to joining Madison Realty Capital, he served as a senior originator at Calmwater Capital, a real estate debt fund. He also spent three years at their parent company Karlin Real Estate, an opportunistic investment firm operating on behalf of a high net worth family office. He began his career as a top producing broker with Major Properties Real Estate, a Los Angeles based c ... (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)

Dean Rostovsky

Managing Director
Clarion Partners

No biography specified

Nicholas Rotello

Founder
Seven Two Partners

Nicholas Rotello founded Seven Two Partners in 2009. His experience spans more than a decade of manager due diligence across asset classes, including research on more than 3,000 investment firms worldwide. While much of his experience has been focused on alternative investments (such as hedge funds, private equity and distressed debt), Mr. Rotello has also spent considerable time researching traditional investments including U.S., non-U.S., and emerging market equities and fixed income. In addition to manager due diligence (search, selection, monitoring), Mr. Rotello is experienced in all aspects of a client investment portfolio, including asset allocation, rebalancing, risk management and p ... (view full description)

Eric Rowen

Shareholder
Greenberg Traurig, LLP

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

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)

Eric Samek

Managing Director
Brasa Capital Management

No biography specified

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)

Roy Schneiderman

Principal
Bard Consulting LLC

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

Brandon Sedloff

Managing Director
Juniper Square

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

Bryan Shaffer

Principal
George Smith Partners

At George Smith Partners (GSP), Mr. Shaffer focuses on delivering solutions to address his clients’ real estate capital requirements and arranges structured financing for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans, mezzanine and participating debt, and joint venture equity. He is one of the eight partners at GSP, a 40 year-old boutique commercial real estate investment bank that arranges $2.5 - $5 billion every year in debt and equity for their clients. For over 25 years, Mr. Shaffer has been active in the industry with a track record of success and over $4.5 Billion of transactions. He has completed transa ... (view full description)

Mo Shaikh

CEO & Co-founder
Meridio

Mo is CEO and Co-founder of Meridio, a platform for creating, managing, and trading fractional ownership shares in real estate assets. He is also a Director of Strategy at ConsenSys, where he focuses on organizational strategy and economic research for Utility / Security tokens. Prior to ConsenSys Mo worked at: Boston Consulting Group as a Consultant in their Principal Investor Private Equity (PIPE) practice and BlackRock in their real estate business focused on direct investing for open/closed funds.

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)

William Shopoff

President
Shopoff Realty Investments L.P.

William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P.  Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting.  Mr. Shopoff has acquired over 1,000 properties on behalf of his various entities, including the acquisition of over 6,000 apartment units (fee or mortgage loans) and the entitlement of over 7,000 lots/units of land suitable for single-family or multi-family development.  ... (view full description)

Matthew Shore

CIO
DRA Advisors LLC

Matthew D. Shore is 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)

Richard Silfen

Partner
Duane Morris LLP

Richard A. Silfen is a partner at Duane Morris LLP, where he regularly advises companies and their boards, as well as fund sponsors and their portfolio companies, in capital markets and other capital-raising transactions, mergers and acquisitions, and control transactions.   Mr. Silfen also assists emerging and private equity-backed companies to develop plans for the growth and development of their businesses and technologies, including collaborative and strategic partnerships, and joint venture arrangements. Mr. Silfen's sectors of focus include life sciences,  real estate, and financial technology (fintech).   Since 2009, during Mr. Silfen’s prior tenure with Duane ... (view full description)

Robert Sistek

Chief Operating Officer
Westcore Properties

No biography specified

Justin Smith

Managing Director
Long Wharf Capital

No biography specified

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)

Daniel Stanco

Partner
Ropes & Gray LLP

Dan Stanco, a partner in Ropes & Gray’s real estate investments & transactions group, focuses his practice on real estate joint ventures, investments and finance for all asset classes. Throughout his career, Dan has represented a broad range of clients, including institutional real estate investors, developers, private equity funds, hedge funds, sovereign wealth funds, public and private REITs, and investment and commercial banks in complex U.S. and international real estate transactions. Dan has extensive experience in advising clients in capital markets transactions, repurchase facilities, joint ventures, co-investments, distressed acquisitions and restructurings, mortgage and mezz ... (view full description)

Josh Stein

CEO
Harbor

As founding CEO, Stein is leading Harbor's efforts to tokenize private securities, such as commercial real estate, and solve the compliance challenges of trading private securities on blockchains. He was previously general counsel and chief compliance officer at Zenefits, served as general counsel at OptumRx (a $30B subsidiary of UnitedHealth Group), was an Assistant U.S. Attorney, a federal judicial clerk and an Intelligence Officer for the U.S. Army.

Allan Sternberg

Director
Angelo, Gordon & Co.

Allan is a Director at Angelo, Gordon & Co., L.P. and is responsible for acquisitions, asset management and dispositions of the firm's real estate assets in Denver, Phoenix, Las Vegas and Southern California. He has been at Angelo, Gordon for 10 years and is based out of Los Angeles. Prior to joining Angelo, Gordon, Allan worked for Lehman Brothers Real Estate Partners where he focused on real estate fund acquisitions and mezzanine debt investments.

Jeffrey Stoke

Partner
Procopio, Cory, Hargreaves & Savitch LLP

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

Jim Sullivan

President, Advisory & Consulting
Green Street Advisors

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

Michael Szczurek

Attorney
Gibson, Dunn & Crutcher LLP

Mike Szczurek is a partner in the Los Angeles office of Gibson, Dunn & Crutcher and is a member of the firm’s Real Estate Department.  He advises real estate developers, investors, funds, and lenders in all forms of real estate related transactions. On the lending end of his practice, Mike is called upon by a broad variety of lending institutions in originating, buying, selling, enforcing, and restructuring mortgage, mezzanine, construction, ground lease, leased-fee, CMBS, balance sheet, Shari’ah compliant, syndicated, participated, and portfolio debt on a myriad of different project types and asset classes across the United States.  His representative lending clients include: Cant ... (view full description)

Scott Tavolacci

Industry Principal
Yardi Investment Management

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

Ryan Tinus

Director of Sustainability
Tishman Speyer

No biography specified

Lisa Trapp

General Partner, Senior Vice-President
Sequoia

Lisa M. Trapp General Partner, Sr. VP, Business Development – Sequoia Equities, Inc. Ms. Trapp is responsible for Sequoia’s investment activities, from on-boarding equity, capital allocation, acquisition, and stabilization. She originally joined Sequoia in 2007.  Throughout her career, she has been responsible for numerous activities including portfolio operations vis a vis marketing, business technology, investor relations, and revenue management in addition to asset management and acquisitions.  Ms. Trapp has been directly involved in developing the investment thesis, proforma, procurement and business planning of more than $2B of real estate across the country.  Pr ... (view full description)

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)

Daniel Vitulli

National Partner, Real Estate Group
Marcum LLP

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

Warren Wachsberger

Managing Director
AECOM Capital

No biography specified

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)

Ian Weiskopf

Partner
Bryan Cave LLP

Ian Weiskopf has extensive experience with real estate private equity investments and joint ventures. He routinely represents both real estate opportunity funds and developers/operators in structuring and negotiating complex joint venture transactions covering varied asset classes, including office, retail, residential and mixed-use properties, hotels, casinos and land development. Mr. Weiskopf's experience also includes representing both publicly and privately held entities on a variety of corporate and securities matters including public and private mergers and acquisitions, governance, securities compliance and debt and equity offerings. He is res ... (view full description)

Michelle Wells

EVP of Investor Relations
Waterton

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

Sondra Wenger

Managing Director
CIM Group

No biography specified

Benzion Westreich

Partner
Katten Muchin 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)

Thomas Whitesell

Managing Director, Construction Real Estate
CapitalSource

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

Thomas Wiese

Senior Managing Director
Lombard International

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

Christopher Winnen

Managing Principal, Real Estate Equity
Allstate Investments

No biography specified

Andrew Witt

Executive Vice President
Colony American Homes

No biography specified

Jenny Yang Inouye

Director
CohnReznick

No biography specified

Andrew Yoon

Partner & COO
GreenOak Real Estate

Andrew is a Partner and the Chief Operating Officer of GreenOak.  Andrew has been with GreenOak since inception in 2010 and is based in Los Angeles.  He has overall financial, strategic and operational responsibility for GreenOak.  He sits on the investment committees for all of GreenOak’s investment funds.   Prior to joining GreenOak, he was a Managing Director and COO and CFO for Morgan Stanley Real Estate Investing (MSREI) in Asia.  Andrew was responsible for the Asian real estate investing business that included Japan, China, Hong Kong, South Korea, Singapore, India and Australia.  He served as CFO for MSREI Asia since 2004 and as COO since 2007 overseeing assets under manage ... (view full description)

Louis Yorey

Senior Managing Director
BBG, Inc

Louis Yorey, MAI, MRICS –Senior Managing Director, Advisory Practice Leader Louis is the Senior Managing Director and Practice Leader of Advisory Services for BBG in New York City. He has over 25 years of experience in real estate valuation specializing in assignments for financial reporting and REIT acquisitions and conversions. Portfolios valued ranged from several assets to several thousand assets nationally and internationally. Prior to joining BBG, Louis served as a Senior Managing Director in the Financial Instruments, Structured Products and Real Estate Group of PricewaterhouseCoopers (PwC).  Valuation assignments include ASC 805 valuations, REIT conversions, corporate planning ... (view full description)

Benjamin Young

Head of US Real Estate Equity
Black Rock

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

Aron Youngerwood

Senior VP & General Counsel, Americas
CBRE Global Investors

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

Dominic Zamora

Principal
CliftonLarsonAllen LLP

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

Kevork Zoryan

Managing Director
Morgan Stanley

Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firms real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist i ... (view full description)
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Event Specific Contacts for 16th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing

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*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*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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