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Mathew Avrhami

Vice President
Harvard Investments, Inc.

As Vice President at Harvard Investments Mathew is responsible for launching and developing a portfolio of Build-To-Rent Communities through existing sites, JV investments, and strategic acquisitions. Mr. Avrhami has residential rental experience on over 38 multifamily projects and thousands of rental homes. Work experience spans across the capital stack and major asset types, specializing in creating value though entitlements, development, re-development, leasing, operational efficiencies, and market opportunities. Active in the community, Mathew Avrhami is an associate faculty at Arizona State University’s WP Carey School of Business, teachin ... (view full description)

James Bagley

CEO
Citicommunities LLC

James J. Bagley is a real estate industry leader with three decades of experience and has an established track record of managing major publicly held and privately held real estate companies during his career. Mr. Bagley is CEO of Citicommunities, an industry leader in destination resort development and is one of the largest producers of vacation rental product in the United States. Vertically integrated into Citicommunities are land development, homebuilding, hotel, retail and waterpark construction, furniture distribution and vacation rental management. Destination resort projects are located in Orlando, Myrtle Beach, Pigeon Forge/Gatlinburg and Hilton Head. Affiliated companies curr ... (view full description)

Matt Blank

Principal
BB Living

Matt Blank co-founded BB Living with his partners Sam Blank and Darryl Berger, Jr. Initially, BB Living focused on buying scattered single family rental properties in Phoenix, Arizona. In early 2012, BB Living changed strategies and purchased land to build ground up single family home communities. Over the past seven years, BB Living has grown significantly and recently formed a partnership with Toll Brothers, Inc., to expand the build to rent strategy nationally. Prior to forming BB Living, Matt was a Senior Equity Analyst at Long Pond Capital, LP, which is a long/short hedge fund focused on the real estate sector. At Long Pond, Matt dedicated the majority of his time to the multifamily and ... (view full description)

Joe Bleyle

Chief Credit Officer
Genesis Capital

Joe Bleyle is Chief Credit Officer for Genesis Capital, leading loan provider to the nation’s top professional residential real estate developers, investors, innovators and brokers. Joe has nearly 25 years of experience in real estate finance, from both a lending and a developer’s perspective. With a vast knowledge of the many challenges developers face, Joe leads the Genesis Capital Credit Team in providing clients with tailored and innovative lending solutions.
 

John Burns

CEO
John Burns Real Estate Consulting

John founded the company to help business executives make informed housing industry investment decisions. The company’s research subscribers receive the most accurate analysis possible to inform their macro investment decisions, and the company’s consulting clients receive specific property and portfolio investment advice designed to maximize profits. The team takes great pride in enabling the profitable development of the best places to live in the world. John co-authored Big Shifts Ahead: Demographic Clarity for Businesses, a book written to help make demographic trends easier to understand, quantify, and anticipate. 750,000+ people follow John’s Linke ... (view full description)

Jay Byce

CoFounder & SVP
ResiBuilt Homes

Mr. Byce is co-founder & SVP of ResiBuilt Homes, a production homebuilder based in Atlanta which is revolutionizing the homebuilding business through innovative building techniques, modern sales processes and enhanced customer optionality to provide high quality, affordable workforce housing.  ResiBuilt has the land pipeline to build over 1,200 homes in the Atlanta MSA over the next two years and is in the process of expanding its footprint to other cities across the southeast.    His previous experience includes serving as Senior Vice President of Investments handling national strategic planning and execution for the start-up and growth phases of three single family REITs in ... (view full description)

Daniel Cardona

Head of Acquisitions
ResiBuilt Homes

Andy Carmody

Managing Director
Tricon Residential

Andy Carmody serves as co-head of Tricon’s U.S. residential development business, including build-to-rent community development. In this role, Mr. Carmody designs and implements strategy, manages senior relationships with key stakeholders, sources investment opportunities, and oversees the investment team responsible for business plan execution and asset management. He is also responsible for overseeing Tricon’s master planned community development platform operated through the Johnson Companies LP.Mr. Carmody has extensive experience in the acquisition, plannin ... (view full description)

Alfred Chang

Director
MetLife

Director, Head of Residential Loan Trading. Alfred joined MetLife Investments in 2008 and directs trading and portfolio strategy for MetLife’s residential loan portfolio. He has over 20 years of mortgage experience ranging from directing master servicing to loan trading and transaction management. Prior to joining MetLife Investments, he was Director of Secondary Marketing at MetLife Bank. Alfred graduated from Texas Christian University in 1996 with a Bachelor of Business Administration degree in Finance.
 

Jeff Cline

Executive Director & Principal
SVN | SFRhub Advisors

As the Executive Director & Principal, Jeff Cline leads SVN | SFRhub Advisors, the only dedicated national SFR portfolio platform that is also introducing a first-to-market fully-transactional, digital CRE transaction website, SFRhub.com, changing the way the CRE industry markets, researches, analyzes and acquires SFR (single-family residential) and BFR (Build-for-Rent) portfolio investments. Cline's 40+ years in commercial real estate has added significant experience to the team of SFR portfolio industry experts to nationally transact commercial investment portfolios comprised of five or more homes.  Cline has been involved as a principal in $2+ billion of commercial real es ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll 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 first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.  ... (view full description)

John Curry

CEO
Setanta Development Capital

John is Sétanta’s CEO, responsible for capital market strategies, loan originations, and relationship management.  John previously co-founded a platform providing financing options for qualified residential developers. Prior to that, he served as General Counsel at a private equity group focused on single-family residential development throughout the US.  A native of Ireland, John holds law degrees from Duke University and University College Dublin.
 

Robert Derck

Head of New Build Acquisitions
Amherst

Robert Derck is the Head of New Build Acquisitions for Amherst Residential. Robert joined Amherst in 2019 after an executive role with a national REIT where he managed and developed a comprehensive portfolio of residential, multifamily and commercial real estate. Prior to this, Robert spent three years at Charter Homes and Neighborhoods, an award-winning national homebuilder and developer, where he served as Vice President of Planning and Development. During this time, Robert delivered a pipeline of over 2,000 new residential units including townhomes and single family. He also managed and executed a strategic plan to implement Charter’s Great American Neighborhoods business plat ... (view full description)

James Dobbie

President
Avanta Residential, a Hunt Company

The Avanta vision starts with Jim.  Jim’s approach to creating a widely accepted institutional asset by developing purpose-built,  single-family rental neighborhoods has spawned the Avanta philosophy -  one that serves both investors and neighborhoods through unparalleled foresight, planning and attention to detail.  Jim serves as Executive Vice President with Hunt Development Group and has over 21 years’ experience in commercial and multifamily real estate operating companies, partnerships and development.  Since joining Hunt in 2007, he has been responsible for over $1.5 billion in transactions and development projects.   Mr. D ... (view full description)

Matthew Fernandes

VP Sales and Business Development
Finance of America Commercial

Matt Fernandes brings eighteen years of mortgage industry experience in credit risk & policy, sales, underwriting, and product development. In his current position, Matt works with clients on financing solutions for their projects and rentals while also teaming up with company leaders to expand Finance of America Commercial’s product offerings and national footprint.
 

Kathy Fettke

Co-CEO
Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Michael Finch

EVP & Principal
SVN | SFRhub Advisors

Michael Finch began his career in commercial real estate over 15 years ago in Phoenix, Arizona.  He has developed broad local and national relationships with top-ranked, high density mid to large-scale developers for commercial mixed use & multi-family development. Finch has continued to deliver value-add opportunities as ever-changing market cycles continue to evolve. With an extensive national network, Finch has experienced continued success in the commercial real estate industry while establishing strong alliance member relationships. He enjoys being an integral partner for client teams focused on large-scale, income-producing portfolios, while specializing in single-famil ... (view full description)

Andrea Finger

Senior Advisor
Whelan Advisory

Andrea is a seasoned real estate investor, analyst, and advisor with over 15 years of experience focusing on homebuilders and consumer real estate companies.  She is currently a senior advisor at Whelan Advisory LLC, a boutique investment bank offering capital raising and merger and acquisition advice to homebuilder and construction company clients.  Previously,  Andrea made her career as a Global Industry Analyst at Wellington Management Company, investing in global real estate companies as a member of the Finance and Real Estate teams.  She currently serves as an Adjunct Professor at the University of Arizona Eller College of Management and earned her B.S. fro ... (view full description)

Rick Firmine

Principal
Argosy Real Estate Partners

Mr. Firmine a Principal at Argosy Real Estate Partners and responsible for acquisitions, dispositions and asset management at Argosy.  Prior to joining Argosy, Mr. Firmine was a Principal with the Fifteen Group, where he oversaw the firm’s acquisition and development efforts throughout the Mountain Region.  Previously, he spent over a decade as the Owner of RF Development, a development and advisory firm.  Mr. Firmine began his real estate career with Torino Companies where he oversaw the acquisition and development of retail properties.  Previously, he was an investment banker with Robertson Stephens and Lehman Brothers. Mr. Firmine holds a Bachelor of Science in Business Administrati ... (view full description)

Laurie Ford

Principal & Co-Owner
Lomonaco Investments Inc.

A seasoned expert with in-depth knowledge of real estate industry drivers and disruptors, Laurie is accomplished at designing and executing mixed-use and residential development strategies that consistently meet or exceed financial goals and outperform competing projects. With over 25 years of real estate development experience, Laurie is currently Founder and CEO of Ford Revelations, Inc. where she leads multi-disciplinary teams to develop mixed-use projects and designs strategic solutions for public and private real estate development, homebuilding and investment companies throughout the U.S. Additionally, she is Principal and co-owner of Lomonaco Investments, Inc., a mixed-use and residen ... (view full description)

Rich Ford

CDO
Roofstock

Rich Ford is a co-founder and Chief Development Officer for Roofstock, an online marketplace for buying and selling occupied rental homes.
 
Before Roofstock, Rich had a 20 year career in real estate investment banking including working at Jefferies, Bank of America Merrill Lynch, Lehman Brothers and Morgan Stanley. Rich has an MBA from the University of Chicago, a Masters of Science in Economics from the London School of Economics and a Bachelor of Science in Economics from the University of Victoria.
 

Colin Gamber

Managing Director - Acquisitions
Pintar Investment Company

Mr. Gamber is Pintar Investment Company’s Managing Director of Acquisitions. In this role he is responsible for sourcing single family residential and multifamily properties, arranging debt financing and maintaining institutional relationships.For ten years, Mr. Gamber was Donahue Schriber’s Vice President of Strategic Planning and Financial Analysis, where he was a member of its Management Committee and Investment Committee. During his tenure, the Company recapitalized its balance sheet consisting of over $1.0 billion in mortgage loans and raised $650 million in equity capital.Previou ... (view full description)

Kory Geans

Chief Investment Officer
Middleburg Communities

As the Chief Investment Officer, Mr. Geans oversees all investment activity from formulation of each strategy through execution and asset management. Since joining Middleburg, Mr. Geans has been responsible for overseeing $300MM of equity investments in both multifamily development and acquisition strategies.Mr. Geans was previously at Grosvenor Group, where the company managed a development pipeline in excess of $2 Billion throughout markets in Canada and the United States. Mr. Geans managed the financial and risk analysis for the existing portfolio as well as joint ventures and new opportunities. ... (view full description)

Ryan Holgan

Executive Director
JP Morgan

Ryan Holgan, Executive Director, is a member of the Southeast Investment Team of the J.P. Morgan Asset Management Real Estate Americas platform.  He joined the firm in 2010 and has had numerous roles within the Real Estate Americas platform over the years.  He is currently responsible for overseeing new investment efforts in the State of Florida.  In this role, Ryan actively sources and invests in existing and ground-up development projects within the residential, office, industrial, and retail sectors.  He is responsible for helping to set the overall investment strategy for the Platform’s Florida portfolio, which includes helping to asset manage existing assets, generating in-h ... (view full description)

Rebecca Jenkins

VP of Asset Management
Christopher Todd Communities

As Vice President of Asset Management at Christopher Todd Communities, Rebecca Jenkins oversees all property operations as well as owner services. She has a passion for managing real estate holdings to produce the highest returns all while positively impacting the people involved in the community. Rebecca has worked for some of the top property management firms and developers in the country.
 

Matt Johnston

Managing Director, Investments
Pretium

Matt Johnston leads the build-to-rent initiative at Pretium Partners.  Pretium, an alternative investment manager focused on real estate and credit, is the second largest owner and operator of single-family rental homes (“SFRs”) in the U.S. with approximately 55,000 homes.  Prior to joining Pretium, Matt spent two decades in real estate private equity most recently at Elliott Management Corp.  He also worked at Fortress Investment Group and Clarion Partners.   
 

Steve Katz

Chief Investment Officer
Arbor Realty Trust, Inc.

Steven Katz, Executive Vice President and Chief Investment Officer, Residential Financing, joined Arbor in 2019 and is located in New York City. Mr. Katz is responsible for growing Arbor's presence in the residential real estate market, including the firm’s Single-Family Rental (SFR) portfolio platform. He has more than two decades of experience in mortgage trading, securitization, banking and servicing. Prior to joining Arbor, Mr. Katz served as a Managing Director for Morgan Stanley, where he was responsible for leading the residential loan trading and lending groups. Previous to this role, he served as Chief Executive Officer and Chief Inv ... (view full description)

Jordan Kavana

CEO
Transcendent Electra

Lisa Kennedy

Regional Manager
TBD Management

Lisa Kennedy is the Regional Manager at TBD Management, the property management arm of Wan Bridge. Lisa has almost three decades of experience in the real estate and property management industry, in a career that spans Houston to Seattle.One word that describes her skillset: Versatile. Her experience includes the areas of operations, sales, marketing, finance, quality assurance, human resources, and cost controls. With a proven, results-driven leadership style, she has successfully managed, hired, trained, and developed numerous teams in fast-paced environments, including overseeing the operation 4,500 units while managing ... (view full description)

Trevor Koskovich

President Investment Sales
NorthMarq

Trevor leads NorthMarq’s Investment Sales business, which started in 2018 and now offers services across the U.S. with nearly 100 brokers and support staff.  He brings more than 20 years of experience in capital markets, advising clients on investment sales opportunities in markets across the U.S., and raising equity for new construction and value-add multifamily projects across the county. In addition to leading the day-to-day operations and continued expansion of investment sales platform, he is also one the first brokers in the country to have a specialty practice in the growing build-to-rent product type. In the last two years, he has marketed more tha ... (view full description)

Brent Landry

SVP - AMH Development
American Homes 4 Rent

Brent Landry serves as Senior Vice President for AMH Development and has held this position since March 2019.  AMH Development is the homebuilding and development arm of American Homes 4 Rent (NYSE: AMH).  In this position Mr. Landry oversees AH4R’s homebuilding business across 4 regions and 16 markets nationally – including land acquisition, development, homebuilding operations and strategic partnerships.Previously, Mr. Landry served as an executive for PulteGroup (NYSE: PHM.)  Mr. Landry’s PulteGroup tenure spanned 15 years where he moved through multiple roles of increasing responsibility including Director, Vice President, National Vice P ... (view full description)

Bruce Larson

EVP Regional Manager
Bowman

Bruce Larson, PE is an Executive Vice President and the Western Regional Manager for Bowman with more than 31 years of experience in civil engineering project design, planning, construction management and project management. Throughout his career, Bruce has been involved with numerous private and public sector projects throughout the Southwest and has expertise in land development engineering, master plan community engineering, multi-family developments, land planning, capital improvement projects, commercial development and construction analysis. For the past five years, Bruce has become an expert in the Build to Rent market and has helped pioneer this whole new segment that Bowman has beco ... (view full description)

Evan Linkner

Principal
Ackman-Ziff

Evan Linkner is a Principal at Ackman-Ziff and the Head of its SFR/BFR Group. Founded in 1926, Ackman-Ziff is a global leader in developing creative capital solutions for institutional investors and operating companies. At Ackman-Ziff, Evan leads the structuring and placement of equity, debt and mezzanine capital stacks Evan has been an active financier of institutional SFR debt and equity since 2013, integral to the structuring and creation of numerous pioneering capital products in the sector. Over the past year, Evan has led over $5 billion of SFR capital mandates. In 2006, Evan founded First Atlantic Capital Management, a contrarian investment fund that successful ... (view full description)

George Maravilla

Senior Vice President
Tower Capital

Heather McClure

Director
Walker & Dunlop

Heather McClure is responsible for nationwide structured finance executions on multifamily, single-family build-to-rent, industrial, retail, office, and hospitality properties at Walker & Dunlop. Structures include joint venture equity, preferred equity, programmatic GP co-investments, stretch seniors, construction, and mezzanine.Prior to joining Walker & Dunlop, Ms. McClure was Senior Vice President of Capital Markets at Behringer, an investment management firm. There, she structured, executed, and managed $1.9 billion in debt financings on 14,000 apartment units, 1,000,000 SF of office space, a large ... (view full description)

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

Bruce W. McNeilage brings 31 years of financial and real estate investment experience to his role as President of Kinloch Partners, LLC and Kinloch Homes, LLC. Kinloch owns assets throughout Georgia, South Carolina and Tennessee. Prior to launching Kinloch Partners LLC and Kinloch Homes LLC, McNeilage was a partner in DEL Real Estate, LLC and was a Chartered Financial Consultant with Wealth Management Group of Tennessee/LPL Financial and was Managing Partner with Wealth Management Group of Florida, Inc./LPL Financial. McNeilage holds a Bachelor of  Science degree in Economics from Florida State University. He is also a Chartered Financial Consultant. McNei ... (view full description)

Keaton Merrell

Managing Director
Walker & Dunlop

With over 21 years of commercial real estate experience, Keaton Merrell, Managing Director, is responsible for nationwide loan origination and focuses on multifamily, office, retail, and industrial properties. Throughout his career, Mr. Merrell, has originated over $2.5 billion in loans and is based out of Walker & Dunlop’s Phoenix, Arizona office. Prior to joining Walker & Dunlop, Mr. Merrell was co-founder and principal of Legacy Capital Advisors and has been active in the Phoenix market since 1998. Mr. Merrell has focused on capital advisory services including mortgage banking, mortgage brokerage, and direct mortgage lending. Throughout his career, he has been a direct Fanni ... (view full description)

Felicite Moorman

CEO
STRATIS

Felicite Moorman is an attorney turned multi-exit technology entrepreneur. She’s received EY’s Entrepreneur Of The Year® Award and has earned an international reputation as a go-to IoT industry expert, developing pioneering strategic partnerships and unprecedented technology strategies and initiatives for the Internet of Things. Moorman is the CoFounder of STRATIS, a RealPage Company, and SaaS Platform for large-scale Internet of Things installations. STRATIS was named a top ten “Best Company in America” by Entrepreneur Magazine and ranked in the top twenty percent of Inc Magazine’s “Fastest Growing Companies” three consecutive years prior to acquisition. Moorman was simultaneous CEO of BuLo ... (view full description)

Matt Nicholas

Vice President
Alliant Insurance Services

Matt Nicholas began his insurance career in 1999, and is currently a Vice President of Alliant’s Real Estate & Hospitality Group. He has specialized in real estate & construction risks for the last 18+ years, and although he is qualified to work with companies across many industries – his expertise and choice, is to work solely with real estate and construction companies. Matt has spent 20+ years working in the placement, underwriting, service, and administration of insurance programs for clients spanning multiple geographies and risk areas. Prior ... (view full description)

Christina Pace

Strategic Account Manager, SFR
Moen Inc.

Christina Pace oversees the nationwide single family for rent account management for Moen Inc. As a strategic business partner, she works with developers, owners, and operators to meet their goals and scale for growth. Christina provides industry insights to help make value-add decisions and meet portfolio plumbing and leak mitigation needs, with Moen as a single source manufacturer.

Jacque Petroulakis

Executive Vice President
NexMetro Communities

Jacque Petroulakis oversees investor relations and brand strategy for NexMetro Communities, a leading national single-family rental community builder. NexMetro’s portfolio currently consists of 33 properties completed, under construction and in development, with additional projects sold and in the pre-development stage. The company has invested more than $1B in the Phoenix, Dallas, Denver and Tampa markets, with plans to expand into new key U.S. markets.The company’s Avilla Homes neighborhoods have created new dynamic that has reshaped the rental housing market with a ... (view full description)

Matthew Putterman

Director
JLL Capital Markets

Matthew is a Senior Director in the Houston office of JLL Capital Markets, Americas. He joined JLL as part of the HFF acquisition and has nine years of experience in real estate capital markets. He has successfully completed capitalizations on a range of commercial property types, including multi-housing, single family rental portfolios, office, retail, mixed-use, and industrial. Matthew is primarily responsible for originating debt and equity placement transactions.
During his tenure at HFF, he completed in excess of $3.5 billion of real estate capitalizations. Prior to joining HFF in July 2011, Matthew worked as a real estate leasing and sales agent for Austin City Realty, LLC.

Sanjay Raghavaraju

Founder & CEO
33 Holdings

Sanjay is a seasoned Technology Executive & Investor with great passion for Real Estate & Technology. He is responsible for the Vision & Strategy of 33 Holdings and brings in the needed funding and investor relations to help grow the Company. He has an unparalleled track record of leading teams to greatness through improved synergies, leadership, operational excellence and relationship building.

Guillermo Rivas

Executive Director
Cox Communications

Guillermo is the Executive Director of Multi-Family and Single-Family New Build Sales for Cox Communities. In this role, Guillermo is responsible for overseeing the company’s multi-family and single-family new build sales across the enterprise. The team builds strategic relationships with top developers, builders and owners of apartments, condominiums and/or single-family projects. In addition to overseeing sales, revenue growth and penetration initiatives for this growth segment, Guillermo ... (view full description)

Mitch Rotta

Executive Vice President (EVP) – Acquisitions and Sustainability
TRICOR

Mitch Rotta currently serves as the Director of New Construction overseeing the entire lifecycle of a project from land acquisition through vertical construction. With a background in large commercial projects, Mitch has implemented numerous construction efficiencies into Tricor’s Build-to-Rent program. Building-Information-Modeling (BIM), alternative building materials, direct product sourcing and in-house labor are just a few of the techniques Tricor is utilizing to help separate themselves in the build-to-rent space. This combination will allow Tricor to produce the most affordable, durable and energy efficient smart rental homes in the country.After being involved in t ... (view full description)

Andrew Schaffler

Managing Director
Angelo, Gordon & Co.

Andrew Schaffler joined Angelo Gordon in 2018 and is a Managing Director in the real estate group responsible for identifying  inefficiencies and providing capital market solutions in the listed property markets in the U.S. and Europe.  In addition, Andrew is responsible for the firm’s real estate activities within the single-family rental sector.  Prior to joining the firm, Andrew served as the Director of Listed Real Estate Securities for Madison International Realty where he was responsible for all aspects of the firm’s public markets investing activities.  He was the portfolio manager for a Listed Property sepa ... (view full description)

Alex Sifakis

President
JWB Real Estate Capital

Alex Sifakis is a founder and the President of Jacksonville Wealth Builders (JWB), a vertically integrated single family real estate investment company located in Jacksonville FL. JWB provides acquisitions, rehab, and property management services to a wide array of buyers, as well as manage their own rehab-to-rental Fund. With 7 years (and ~700 houses) of single family experience, and an in-house acquisitions department, construction company, and property management company, JWB is able to procure houses that provide superior returns to what is readily available in the marketplace. JWBs experience extends to all types of houses and areas, A-D (although historically have focused mainly in C & ... (view full description)

Kristina Simonovich

VP of Operations
33 Realty Management

Kristina is the Associate Broker and VP of Operations for 33 Holdings and 33 Realty Management in Atlanta, GA, her focus is to help investors/landlords feel at ease with their property under management while helping to maximize their return on investment.Kristina has an extensive background in Leasing and Management of Single Family & Multi-Family Real Estate Rental portfolios for Institutions, REIT’s, Owners with 20+ Asset Portfolios while working in her previous role as Director of Property Management for Atlantic Property Management with oversight of 20+ direct reports & 750+ Properties under her management.Kristina ... (view full description)

Rebecca Smith

VP, Business Development
Radian Real Estate Management

As VP, Business Development, I am responsible for helping clients find solutions to their Real Estate needs. I have been in the industry for 20 years and with the Radian family of companies for the past 11.

Radian Real Estate Management is a service provider offering REO Asset Management and Single Family Rental Diligence with supporting technology solutions in workflow management and Real Estate acquisitions.

 

Ed Steffelin

Senior Vice President
George Smith Partners

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

Lauren Taylor

CEO
The Haven Group

The Haven Group is comprised of three operational divisions; Realty Haven, Reno Haven, and Rent Haven. We are a full service operations company for Single and Multi Family investors. Since 2018 we have acquired over 150 million in assets, renovated over 1200 assets, and have over 1400 assets under management. Our operations service the Southeast Markets: SC, NC, GA, and AL. Our capabilites are in SFR rental or flip fund operations, including acquistions, asset management, renovation, and management. In Multifamily we also service development, acquistions, asset and property management. Our team is available for consulting in outside markets as well.

Nick Trimmer

Regional Sales Director
SmartRent

Nick Trimmer co-leads the Alloy SmartHome division of SmartRent, which is focused on the  Single Family verticals.  Nick's objectives are revenue growth of the business through new customer acquisition, customer expansion, and customer retention. Prior to joining SmartRent, he ran the Business Development organization at Equipment Management Group, delivering job site equipment solutions to the commercial sector, which lead to an acquisition by BigRentz. There he was responsible for growing the company from $15M to $21M ARR, within 11 months. Before his time at EMG, Nick covered the Southeast for Meyers Research and was the company's top Regional Sales Director.  Nick has more than 10 years ... (view full description)

Michael Troy

Senior Account Executive
Rently

Nathan Trunfio

Senior Director of Sales & Marketing
Lima One Capital

Nathan Trunfio has spent his entire career in the lending and real estate industries where he’s had experience as a sales manager, trainer, director of operations, capital markets, credit officer, and is now the Sr. Director of Sales & Marketing at Lima One Capital, a lender offering financing to investors on fix and flip, new construction, rental properties and portfolios, and multifamily bridge loans. Nate takes pride in having expert level knowledge and experience in lending on all asset classes, and has a track record of scaling teams and their production for high-growth companies. This has allowed him to finance over $1B in loans for both single f ... (view full description)

Margaret Whelan

Founder & CEO
Whelan Advisory, LLC

Whelan Advisory is a New York based, woman-owned boutique investment bank focused on advising housing and construction companies on M&A and capital raising. As a trusted advisor to the industry, Margaret founded the company in 2014 to offer a tailored and transparent approach to investment banking. Having participated in investment banking transactions representing $25+ billion in capital raised over the last 25 years, she is an industry expert leveraging a deep knowledge of relevant drivers, participants, valuation and financing alternatives. Clients choose Whelan Advisory because Margaret personally leads their efforts around capital raising, mergers and acquisitions, where servi ... (view full description)

Todd Wood

CEO
Christopher Todd Communities LLC

Todd Wood, CEO of Christopher Todd Communities, is a leader in the Build To Rent industry.  Christopher Todd Communities was launched in 2016 as an early innovator in what has now grown into one of the hottest real estate segments in the country.  His diverse business background encompasses a dynamic career spanning nearly four decades.The company creates private luxury single-family rental smart homes within gated communities that showcase resort-style amenities.  Now armed with an exclusive, strategic partnership with America’s most trusted national homebuilder, Taylor Morrison, the two companies are co ... (view full description)

Boris Zhuravel

Managing Director
CoreVest Finance

Boris Zhuravel is a Managing Director at CoreVest Finance where he originates and structures construction, bridge and term loans.   Prior to joining CoreVest Boris was as Principal at Aristone Capital where he was responsible for origination, structuring, underwriting, closing, and servicing construction and bridge loans. Boris began his career at Credit Suisse and subsequently worked at CIBC, Deutsche Bank and Ten-X where Boris built the capital markets desk and the firm’s European business.  Boris has a BA in Economics from Haverford College, and an MBA from Columbia Business School.
 
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You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*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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