This is a past event. To see the list of our current events, please click  HERE
9:00 AM - 9:15 AM Eastern Time
Exhibition Hall Opens & Networking Begins

Finish setting up your Hubb profile, watch the welcome video, schedule one-on-one meetings, watch on-demand content, and more. Take some time to connect with your industry peers, and learn more about the products and services that could transform your business, by visiting the exhibit hall and exploring the virtual booths on display.

9:15 AM - 10:00 AM Eastern Time
CFO Roundtable: Where Are the Next Opportunities in Real Estate?
  • Which sectors are you targeting for acquisitions, and how has this changed in recent months? Which sectors are most attractive to equity providers, and when are they willing to provide rescue capital?
  • What has changed about investor communications in recent months? 
  • How is construction financing availability impacting entitlement and project timelines for various property types?
  • What terms are borrowers securing with lenders and servicers? How has the lender’s view changed since 2008-2009?
  • What covenant challenges are you encountering? How are lenders handling these?
  • How are you dealing with eviction moratoriums? How has your strategy changed for determining rental rates and offering concessions?
  • What opportunities are arising for highly leveraged owners?
  • What role are cash reserves playing in your decision-making process?
  • To what extent are you exploring feeder funds to raise capital?

Ed Kindelan

Office Managing Partner-Boston
CohnReznick LLP

Sean Garman


Hisham Kader

GID Investment Advisers LLC

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Jennifer McLean

Kushner Companies
10:05 AM - 10:45 AM Eastern Time
Strengthening Your Fund Administration System
  • Who bears the brunt of responsibility for transparency: the fund administrator, or the investment committee, risk, compliance or operations functions?
  • What are fund managers doing to meet the increasingly demanding expectations of LPs when it comes to fund- and asset-level reporting?
  • Technology - what tools/systems do you use to streamline investor reporting, and provide more accurate analytics, faster?
  • What do fund managers needs to look for in a third-party fund administrator?
  • When is it better to outsource fund administration vs. manage in-house?

Stephanie Matz

Buhl Investors

Kate O'Connor

Trueline Capital

Mark Maduras

CFO & COO - Real Estate
Angelo Gordon

Wesley Wilson

Chief Financial Officer
Avanath Capital

Vittoria Reimers

VP of Investor Services
Juniper Square

Bill Stasiulatis

Chief Financial Officer
RRA Capital
10:45 AM - 11:15 AM Eastern Time
Exhibit Hall Networking Break and Hosted Roundtable Discussions

Join REdirect Consulting, Withum, and Yardi in their booths for interactive roundtable discussions on a variety of topics. To join a roundtable, simply visit a sponsor's booth and click 'Join Live Meeting Room'. 

Real Estate Technology - REdirect Consulting 

Tax & Accounting Considerations - Withum

Investor Reporting - Yardi


11:15 AM - 12:00 PM Eastern Time
Increasing Your Technology ROI
  • To what extent are you prioritizing data management and governance? What are the risks and benefits of investing in technology and partnering with third-party software and technology companies?
  • How are innovations in technology impacting commercial real estate values? What risks are they helping to identify and mitigate?
  • What are they key components of your technology investment strategy? 
  • How are you leveraging technology to manage compliance, hiring and training, and reporting?
  • In what ways are you looking to change your property management strategy? What solutions are you exploring? 

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Naseem Wenzel

CohnReznick Advisory

Joe Anfuso

MG Properties

Jason Schedler

Director, Technical Services
REdirect, Inc.

Rich Sarkis

Executive Chair & co-founder

Mimi Liu

EVP, Finance & Accounting
Rising Realty Partners
12:05 PM - 12:45 PM Eastern Time
Guide to a More Transparent & Efficient Investor Reporting Process
  • How are the expectations of LPs changing in terms of frequency and complexity of reporting? What data sources are you relying on to deliver transparent reporting, faster and with more accuracy?
  • Which changes in reporting standards, such as NCREIF/PREA and GAAP will have the greatest impact on real estate?
  • What must fund manager do to meet the increasingly complex reporting needs of private equity investors?
  • What improvements have you made in budgeting and reforecasting? 
  • What recent adjustments have you made to reporting systems/processes? Where can efficiencies be gained from automation?

Barbara Rea

Arden Group

Chris Rovell

Staff Product Manager

Kelly Blair

Chief Financial Officer
Mark IV Capital

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Josh Malinoff

REdirect Consulting
12:45 PM - 1:30 PM Eastern Time
One-to-One Networking Powered by Meetaway

IMN is excited to be able to offer all of our Real Estate CFO & COO Virtual attendees a unique opportunity to network with their fellow event & industry participants via a series of one-on-one video calls, powered by Meetaway. Over 45 minutes, attendees will join a series of spontaneous 5-minute calls with their selected matches, based on their desired match objectives and attendee profiles.

No prior preparation is required; these informal, on-the-fly calls serve as a means to making meaningful connections and engaging withthe real estate industry. At the conclusion of the matchmaking event, attendees will have the option to share their contact information with one another to further their conversations and stay connected.

Registration will be made available through the virtual event platform and communicated to all conference attendees in advance.

1:30 PM - 2:15 PM Eastern Time
COO Roundtable: Managing People, Processes, Technology and New Operational Risks
  • What recent adjustments have you made to your operating model? Which new operational risks have you identified? How does this compare to the post-2008 financial recovery?
  • How have the changes within your customer and stakeholder base impacted your decisions?  
  • What tools are you using to develop a digital transformation strategy? How has your process changed? 
  • What tech solutions do you use for back-office management? What about technology and process changes do you use to interact with your tenants and customers? 
  • Within your organization, where have you identified opportunities to reduce operating costs or improve efficiency? 
  • How has your hiring strategy changed? What strategies are you relying on to build and grow strong, diverse teams? How would a hybrid model of remote and office working impact your operational strategy going forward?

Abhilash Viswanathan

Director, Business Development
SS&C Technologies Inc

Andrew Yoon

Managing Partner & COO

David Perez

Carroll Organization

Kathleen Hurley

Chief Information Officer
Madison International Realty

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Mike Sroka

CEO & Co-Founder
2:20 PM - 2:30 PM Eastern Time
Stimulus Plan Update: CARES Act, Cost Segregation, Energy Tax Credit & Incentive Strategies

Learn the latest tax benefits and strategies in the recent CARES Act of 2020, Coronavirus Relief and PPP and as well as the Tax Extenders Bill the end of 2019 that renewed some important original Energy Policy Act incentives for the real estate industry and design of energy-efficient buildings. Update on all Federal, State and Local programs that may apply retroactively as well as to current and future projects to help maximize results. Valuable tax credit and incentives to be discussed will include Opportunity Zones, EPACT 179D and 45L energy tax credits, Historic tax credits, Solar and Renewable Energy tax credits, and the powerful R&D Tax Credit designed to help architects and engineers who develop new and improved designs, concepts and innovative processes.

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc
2:30 PM - 3:05 PM Eastern Time
Changing Practices in Real Estate Accounting
  • What is the latest guidance around lease accounting standards, and how will this impact real estate owners’ balance sheets?
  • What tools are you using to streamline AR/collections? Where are your pain points?
  • Which policies will have the greatest impact on real estate accounting operations, processes, and controls?
  • How has your process changed for auditing revenue recognition?
  • How are remote and hybrid working affecting your lease accounting?
  • By property sector, which tenants are making the most significant reductions to their leases and footprints, and how does this impact accounting?
  • What are the costs and benefits of working with fund administrators and RIAs?

Gabe Harmon

Standish Real Estate

Jon Land

Manager of RE Sales

Gabe Marquez

CohnReznick LLP

Bridget McGregor

SVP & Director of Accounting
3:10 PM - 3:50 PM Eastern Time
What’s in Your 2021 Investment Pipeline?
  • How are the supply-demand dynamics changing in the markets you’re targeting? In which markets and metropolitan areas do you see the largest changes in the values of investment properties?
  • How has the pandemic impacted your investment strategy?
  • Where are the next opportunities in distressed assets acquisitions and dispositions?
  • Stress-testing -- how are you preparing your portfolio for more distress?
  • What terms are buyers and sellers agreeing on? Are there significant discounts anywhere?
  • How are terms changing for preferred equity, senior and mezzanine debt?
  • What role does ESG play in your investment strategy?
  • What’s the outlook for private debt fundraising for construction and development projects?

Ben Harrison


Mark Weinstein

MJW Investments

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Elizabeth Pagliarini

Summit Healthcare REIT, Inc.

Frederick Cooper

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

Aaron Weaver

The Bendetti Company
3:55 PM - 4:10 PM Eastern Time
American Asset Corporation Automates Reporting with an Easy Excel-Based Solution

Would you like to automate your reporting process and free up more time for data analysis?  American Asset Corporation, a diversified real estate company, was struggling with inflexible data and time-consuming manual processes that limited their ability to make informed business decisions, fast. In this session, Nick Stuart, CPA, will cover how they overcame common reporting challenges and empowered their finance team with an Excel-based reporting solution from insightsoftware that:

  • Connects directly to their ERP, providing them with a single source of truth
  • Puts reporting ownership into the hands of Finance, not IT
  • Reduces manually intensive, time consuming, and inconsistent processes

Nick Stuart

Corporate Controller
American Asset Corporation
3:55 PM - 4:10 PM Eastern Time
Exhibit Hall Networking Break

Take some time to connect with your industry peers, and learn more about the products and services that could transform your business, by visiting the exhibit hall and exploring the virtual booths on display.

4:10 PM - 4:50 PM Eastern Time
Bracing for More CRE Loan Defaults, Workouts & Turnarounds
  • Which types of real estate loans are entering special servicing and receivership, and how might that change over the next 6-12 months? What legal implications are most important for real estate owners, and which opportunities are emerging?
  • To what extent have lenders shifted from accommodating borrowers with forbearance, deferment, etc., to enforcing remedies through foreclosure or loan sale?
  • How does turnaround and workout activity vary by sector and geography? What do hotel and retail asset owners need to know when considering a workout?
  • What are your predictions for distressed deal flow and default rates? How is this informing your investment strategy?
  • What impact do federal income tax considerations have on the structure of a workout?

Brian Lovett

Partner, Team Leader, Real Estate Services Group

Scott Gillanders

SVP, Credit & Operations Manager
Berkshire Bank

Laurie Golub

Square Mile Capital Management LLC

George Dabney

Managing Principal and CFO
Noble Investment Group

Edmund Taylor

Principal & COO, Asset Management
Crescit Capital Strategies
4:55 PM - 5:35 PM Eastern Time
Unlocking Value in Distressed Assets & Financing Distressed Acquisitions
  • What steps have you taken to repurpose, redevelop or reposition existing assets to drive value?
  • What are key considerations when trying to assign value to a distressed asset? How are you assessing the value of assets today?
  • What has changed/what will change about the timing and pricing of deals in a distressed environment?
  • What are your projections for distressed deal flow over the next 6-12 months? 
  • Which groups are leading acquisitions and fundraising activity for distressed acquisitions?
  • How are you handling due diligence, and what unique challenges are you encountering?
  • Where are the next opportunities for distressed acquisitions, and what returns are you expecting?
  • Which routes are you exploring to acquire distressed assets, including note sales and foreclosures? What are you observing in terms of pricing and timing of deals?
  • How do financing terms compare for existing assets vs. distressed acquisitions?
  • What is the outlook for forced sales and discounted loan sales?
  • What degree of discounting do you expect in this cycle, as compared to the rebound from the 2008 financial crisis?
  • How are the roles of non-bank lenders changing?
  • To what extent are you revisiting deals that fell through due to financing issues?
  • What terms can you expect from various financing sources?

Mike Sebastian

Industry Principal
Appfolio Investment Management

Melanie Pennell-Mayer

Associated Ventures

Christian Dalzell

Co-Founder & Managing Partner
Counter Management LLC

Alex Lugovoy

Dobrin Homes

Marc Grayson

RRA Capital
5:35 PM - 6:15 PM Eastern Time
Enhance Your Data Management Strategy to Boost Deal Flow
  • What are the latest trends in compliance and data regulation, and which will have the greatest impacts on real estate? Which new risks have emerged?
  • How can real estate owners improve their data governance to better support their investment strategy and operating model?
  • What degree of sophistication are you looking to achieve with your data analysis? Which technologies are enabling more valuable insights?
  • How are you using PropTech and FinTech to accelerate deal flow? What results have you achieved?
  • How has the pandemic impact PropTech innovation, and where could this go within the next few years?
  • What efficiencies can technology help real estate finance and operations professionals achieve? How could the real estate industry benefit from automation? What’s a feasible payback?

Dennis Main

USAA Real Estate

Kurt Kaufman

Chief Operating Officer
West Coast Investors

Chok Lei

Clearmountain Capital

Amit Lalwani

SVP Global Business Development

Lisa Stanley

OSCRE International
6:15 PM - 7:00 PM Eastern Time
Women in Real Estate Finance & Operations Post-Conference Networking

Join a candid discussion about the opportunities and challenges in creating a more diverse, equitable real estate industry. This interactive format encourages engagement and active participation from all women attending the conference, in order to distill the important insights that will aid in your colleagues’ success.

Kathleen Hurley

Chief Information Officer
Madison International Realty

Barbara Rea

Arden Group
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Event Contacts for Real Estate CFO & COO Virtual Forum


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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