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Steven Alloy

President & CEO
Stanley Martin Homes

Steven Alloy is the President of Stanley Martin.  Stanley Martin is one of the largest homebuilding companies on the East Coast and engages in residential development, new home construction, mortgage banking, and title and settlement services in the Washington D.C., Charlottesville, Richmond, Raleigh, Charleston, and Atlanta metro areas.  In 2020, Stanley Martin will sell nearly 4,000 homes, and through its mortgage subsidiary, originate $4 billion in home mortgages. Mr. Alloy joined Stanley Martin in 1991 and has been its President since 1998.  In 2017, Stanley Martin became a subsidiary of the Daiwa House Group, the largest real estate development and construction c ... (view full description)

Chris Bley

Co-President & CIO
IHP Capital Partners

Chris Bley joined IHP Capital Partners in 2018 and is primarily responsible for the company’s investment and origination strategies, working closely with the investment team on both existing and prospective deals, and a member of IHP’s Investment Committee. Mr. Bley is also the Executive Vice President of Newport Pacific Land Company, an affiliate company of IHP Capital Partners.In 2010 Mr. Bley joined Lehman Brothers Holdings, Inc. as a Senior Vice President where his responsibilities included re-underwriting and developing business plans and exit strategies for a portfolio that consisted of developable land throughout the Unite ... (view full description)

Jonathan Boriack

Associate Principal
KTGY Architecture & Planning

As associate principal for KTGY's Oakland office, Mr. Boriack is focused on design and construction of new for-rent and for-sale multifamily communities at urban infill sites throughout the San Francisco Bay Area. He is a talented team leader, drawing on his comprehensive experience and strong technical knowledge to manage a skilled professional staff undertaking complex design and construction projects. Mr. Boriack joined KTGY in 2012, having previously completed a wide range of single-family and multifamily residential, urban mixed-use, commercial, industrial and retail projects throughout California. Mr. Boriack is highly adept at managing multiple design and development projects an ... (view full description)

Hector Calderon

Managing Director
Encore Funds / Builder Advisor Group

Hector Calderon is responsible for asset acquisition in California. Mr. Calderon is a Managing Director with Encore and has been with the firm since its inception in 2009. Based in San Francisco, Mr. Calderon heads Encore’s West Coast acquisitions and asset management team which is primarily focused on expanding the firms position in the major California markets. Prior to joining Encore, Mr. Calderon ran the Homebuilding Investment Banking group of JMP Securities. During his six years at JMP Securities, Mr. Calderon served as an advisor in 20 homebuilding mergers and acquisitions and 42 debt and equity issuances for both publicly-traded and private real estate companies. Most notably, Mr. Ca ... (view full description)

Mollie Carmichael

Principal, Advisory
Meyers Research

Mollie has been a leading real estate strategist throughout the country for more than 30 years with many of the nation’s most sophisticated home builders, community developers, building product manufacturers, financial institutions, land planners, and architectural firms.  Her experience includes multi-million dollar investment strategies specializing in land acquisition, product development, masterplan and product development, business planning, market expansion plans, and more.  Mollie is most known for her leading national research on community and product strategies with consumer research. Before joining Meyers Research, Mollie’s career includes executive positions with The Irvine ... (view full description)

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

I am responsible for our Portfolio Services Division which caters to institutional investors in property management, multi-channel/multi-market SFR acquisition, construction, and asset management services.  Renters Warehouse manages over 20,000 rental homes in 40 markets. We offer full-service property management, acquisitions, and asset management across all of our markets.  I come to Renters Warehouse with extensive experience in M&A, sourcing, acquisition, and disposition consulting across the single-family rental industry for both institutional and private equity funds. My clients have ranged from hedge funds working at scale to community-minded socially consc ... (view full description)

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Dennis Cisterna is the Chief Investment Officer of Lafayette Communities. One of the most well-known executives in the SFR investment space, he was previously CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that Mr. Cisterna was Managing Director of FirstKey Lending, a portfolio company of Cerberus Capital Management. Mr. Cisterna has held a wide variety of management positions within the real estate investment sector including key roles at notable firms such as Lennar, and Toll Brothers. Throughout his career, he has completed more than $3.7 billion worth of real estate transactions across the U.S. and Europe. Mr. ... (view full description)

Chris Cole

VP, Land
ResiBuilt Homes

Manages all A&D for ResiBuilt
-17,000+ lots acquired & developed
-Single Family & Multifamily development experience
-Regional experience in Fl, GA, ,SC, NC, & TN
-Previous experience with National Homebuilder and Large Regional SF & MultiFamily developer

Frederick Cooper

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

Toll Brothers, Inc. ( (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 Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Jennifer Cooper

Truland Homes

With over 20 years of hands on marketing and client service experience across industries, Jennifer is results-oriented, creative and an analytical senior marketing professional. She has enjoyed comprehensive time spent on B2B and B2C customer strategies, direct/indirect marketing planning and campaigns, task/team management, and managing vendor relationships in fast paced environments. She's also had the blessing and honor to serve as a board member for the Colorado Homebuilding Academy, Tennyson Center for Children, Apartment Assoc. of Metro Denver, and honored visionary council member for Atlas RTX. Jennifer has spent half of her career working in new home construction to worki ... (view full description)

John Curry

Chief Executive Officer
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.

James Dobbie

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. Dobbie directs multiple housing development platforms and projec ... (view full description)

CJ Edmonds

Chief Revenue Officer

CJ Edmonds leads the revenue growth of the business through new customer acquisition, customer expansion, and customer retention. Prior to joining SmartRent, he ran the sales organization at G5 for nine years, delivering digital marketing solutions to the real estate sector. There he had a consistent track record of 25%+ YOY growth and was integral in growing the company from $4M to $40M ARR. Mr. Edmonds has more than 22 years of executive-level management experience in the SaaS and wireless industries, helping companies like NTT/Verio and Nextel Communications grow revenue in new markets to more than $200 Million. Mr. Edmonds holds a Bachelor of Science in Business Administration and Econom ... (view full description)

Andrea Finger

Managing Director
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. from the University of Michigan a ... (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)

Nicole Frambach

Land Manager
NVR, Inc

Julie Gavaghan

Co-Owner & Raleigh Market Lead Developer
Blue Heel Development LLC

Matt Gibson

Corporate Vice President, Land Acquisition
The New Home Company

Matt Gibson brings over 10 years of experience in residential acquisitions to The New Home Company. Matt is responsible for all growth opportunities and land acquisitions for The New Home Company, as it continues its expansion in Northern California, Southern California, and Arizona. Prior to joining The New Home Company, Matt most recently served as Vice President for Watt Communities, a business unit of the privately owned diversified real estate conglomerate, Watt Companies, where he was responsible for acquisition and entitlement of all new residential developments throughout Southern Californi ... (view full description)

Chris Graham

Constellation HomeBuilder Systems Inc

Chris has been with Constellation since 2005, starting off in business development and progressing to increasingly more senior roles. He came into the homebuilding world via degrees in computer engineering and business administration – and launched his career with a formative five-year period as a computer engineer at Microsoft. His path has been a unique one, allowing him to connect dots that others might overlook. Today, he manages the home building software division of Constellation Software Inc., with a portfolio of builders across North America. Under his leadership, the team has developed more new features and products than anyone else in the industry. He brings tremendous produc ... (view full description)

Chris Jasinski

CEO & Managing Partner
JTW Advisors

As the Managing Partner and a Co-Founder of JTW Advisors, Chris is responsible for the execution of mergers and acquisitions transactions in the homebuilding industry. Chris has over 20 years of experience as an operator, entrepreneur, and advisor to the homebuilding and development industry.  He can relate to homebuilders’ unique challenges and opportunities because he has developed, marketed, and constructed for sale single family and condominium homes while overseeing projects in Southwest Florida, Coastal Alabama, and North Carolina as both an employee and owner. Most recently Chris served as CEO of Kennebunk LLC, an advisory and development services firm he found ... (view full description)

Ben Jogodnik

Managing Director, M&A and National Acquisitions
Toll Brothers, Inc.

I oversee Toll Brothers’ Mergers and Acquisitions as well as the Company’s efforts to expand into new markets and businesses.  I have been at Toll for 25 years and in my time at the company I have been equally involved in both acquisitions and operations.Over the years, I have been very active in Toll’s national expansion, in both M&A transactions (Hoboken, NJ, Seattle, WA, Phoenix, AZ, Atlanta, GA, Nashville, TN, Colorado Springs, CO, Charleston, SC, Myrtle Beach, SC, Greenville, SC, Boise, ID, Las Vegas, NV and Detroit, MI) as well as by acquisition of land and creation of new divisions from the ground up (Portland, OR, Sal ... (view full description)

Bryce Langen

Vice President & Treasurer

Mr. Langen is a corporate finance professional who works collaboratively with executives to maximize shareholder value through strategic investments, capital allocation, long-term and short-term financial planning, financial risk management, and enterprise liquidity.  He began his career at Bank of America Merrill Lynch (formerly NationsBank) financing corporate and private ventures across a wide range of industries before becoming Vice President, Syndicated Capital Markets and Director, Corporate and Investment Banking where he co-led the bank’s national homebuilding coverage. ... (view full description)

Andy Lawhorn

SVP, Acquisition Finance
Toll Brothers, Inc.

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

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

Aimee Martin

Senior Director
GTIS Partners

Aimee Martin is a Senior Director of  Acquisitions at GTIS Partners, and is responsible for the origination of new residential land development and homebuilding investments in multiple markets throughout the U.S.  Ms. Martin has over 25 years of diversified real estate experience in equity and debt investments, asset management and project finance, development and operations.  She is a skilled strategist and problem solver with a track record of value creation in residential projects across the country.  Prior to joining GTIS in 2021, Ms. Martin was a Managing Director at Isles Ranch Partners where she led the origination of the firm’s residential investments in Texas, Mountain/Central and E ... (view full description)

Stephanie McCarty

Chief Marketing & Communications Officer
Taylor Morrison

Stephanie McCarty joined Taylor Morrison as the vice president of corporate communications in 2015 and was promoted to chief marketing and communications officer in 2018 after transforming the company culture and branding position nationwide.In her role, Ms. McCarty leads consumer marketing, executive and employee communications, media relations and PR, and crisis and issues management. Upon her arrival she built a communications team from the ground up, elevated visibility of key leaders through major media placements, earned trust and credibility from 3,000+ team members through creative communications channels and increased employee engagement s ... (view full description)

Mike McGinn

Vice President of Land Acquisition
Trumark Homes

Based in Trumark’s Newport Beach office, Mike McGinn is responsible for all aspects of land acquisition including sourcing, underwriting, negotiation, and closing new deals. Prior to joining Trumark, Mr. McGinn worked at K. Hovnanian Homes where he oversaw Land Acquisition in Southern California and acquired over 1,200 lots. He also helped arrange $200 million in financing via joint ventures, land banks, and construction loans. He brings significant real estate experience from various transactional and financial roles at Pulte Group (Centex, Pulte, and Del Webb), Longview Investment Properties, AIG Global Investment Group, and Pacific Coast Capital Partners. Mr. McGinn has a Bach ... (view full description)

Kris McNally

Vice President Market Intelligence & Strategy
Ashton Woods Homes

Kris McNally has nearly 20 years of experience in the homebuilding industry.  She joined Ashton Woods Homes in 2012 and currently serves as the National Vice President of Market Intelligence and Strategy. Her previous experience includes president of McNally Research working in a Business Operations/Strategy capacity and as the Florida Area Director of Strategic Marketing for Pulte Homes.  Prior to joining the homebuilding industry, Kris was a financial analyst with IBM’s asset based lending division and SouthTrust Bank’s commercial underwriting department.  Kris earned a Bachelor of Business Administration from Emory University in Atlanta, GA and a Master ... (view full description)

Paul Megler

Executive Vice President
Walton Global

Paul Megler is Executive Vice President, Portfolio Management & Strategic Partnerships for the Walton Global. He leads the growth of the company’s homebuilding and build-to-rent (BTR) partner relationships working with the asset management team on new acquisitions and sales within the exisiting Walton portfolio. In addition, Mr. Megler assists with institutional capital raising efforts for the Walton funds globally. Prior to joining Walton, Mr. Megler served as Vice President, Real Estate & Business Development at KB Home (NYSE: KBH) where his focus was mergers and acquisitions, national land strategy and strategic relationships. He was also a Managing Director with JMP S ... (view full description)

Leonard Miller

President & CEO
The New Home Company

Leonard joined The New Home Company as Chief Operating Officer in 2017 and was appointed President and Chief Operating Officer in January 2019. In August 2019, Leonard was elected President and Chief Executive Officer. In his current position, Leonard manages all day-to-day operations, oversees policy making and is responsible for creating and implementing the strategic direction of the company.Prior to becoming a member of the NEW HOME executive team, Leonard worked at Richmond American Homes where he had regional and divisional responsibility for several markets in the western United States. Before his tenure at Richmond, Leonard held sever ... (view full description)

Jeff Mink

Vice President
ECi Software Solutions, Inc

As a Vice President in the Residential Home Construction Division for ECI Software Solutions, Jeff Mink leads his team to support builders as they evaluate and make decisions on technology and management solutions that can support their growth and organizational development. ECI Software Solutions offers builders, developers and remodelers an integrated suite of cloud-based, management solutions to improve profitability, reduce costs, shorten schedules, and increase sales.  

Alaina Money-Garman

Founder & CEO
Garman Homes & Fresh Paint

Alaina Money-Garman, aka Buildlikeagirl is a homebuilder, writer, and mom to three rowdy feminists and 1 tiny misbehaving dog. Alaina is founder and CEO of Garman Homes and Fresh Paint by Garman Homes. Prior to her current role, Alaina was employee #3 at Garman Homes and managed both the sales and construction teams before ultimately serving as Division President until 2017. She has documented nearly every success and failure of her career in her award winning blog, Build Like a Girl. Alaina was named to Professional Builder's list of 40 Under 40 for the class of 2015. Alaina has also been named Builder of the Year twice - in 2015 by the Home Builders Association of Durham O ... (view full description)

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Rodney has been in the home building field his entire career, first as a builder, then as a developer then as a financier.  Trained as an architect, he has purchased, financed, entitled, developed, built and/or sold over 100 projects totaling approximately 30,000 residential units.   RAM Real Estate Capital (RAM) is a fund manager currently investing out of it’s 3rd Fund, RAM RE Investments III.   RAM is focused on joint venture equity investments in residential projects with homebuilders and land developers in most major US markets.  RAM has made or is seeking investments in homebuilding joint ventures, land development projects, multi-family developments and build-to-rent commu ... (view full description)

Jay Moss

Real Estate Dimensions

Jay Moss is a thirty-five year veteran of the homebuilding industry and is considered one of its most influential leaders. Prior to becoming the CEO of Real Estate Dimensions Inc, Jay Moss assumed multiple leadership roles at KB Home, one of the largest homebuilders in the U.S. and a Fortune 500 company. Jay was instrumental in building strong teams and driving profitable operations during both high growth periods and in declining markets over a 25 year span with KB Home. During this time period, Jay was responsible for the start up the Las Vegas market and restructure of the Northern and Southern California markets, driving results in three of the firm’s largest and most dynamic divisions. ... (view full description)

Gene Myers

Owner & CEO
Thrive Home Builders

Gene is owner and CEO of Thrive Home Builders. By virtue of its unprecedented 11 Grand Awards for Housing Innovation from the United Stated Department of Energy over 8 consecutive years, Thrive is among the nation’s best builders of energy efficient homes.  In Thrive’s home market in Colorado, Thrive has led in the design and construction of green, energy efficient, and healthy production homes for over 25 years as well as Denver’s largest private builder of for-sale affordable housing. Thrive is strongly associated with solidly built, energy efficient homes with signature design features like extra thick walls, solar panels, and zero energy. ... (view full description)

Gregg Nelson

Trumark Homes

Gregg Nelson is a Co-CEO of Trumark Companies and related entities, a position he’s held since he co-founded the firm in 1988. His career spans more than 35 years in the construction, development and real estate investment arenas. Together with Co-founder Michael Maples, his leadership and vision have led to the creation and growth of a multifaceted, enduring real estate enterprise. Mr. Nelson is known for his creativity, financial engineering and deal-making passion.Mr. Nelson graduated from San Jose State University with a Bachelor of Science degree in Business Administration and completed an MBA program at Santa Clara University. ... (view full description)

Justin Onorato

BTI Partners

Mark Peterson

Director of Build-for-Rent Division
SVN | SFRhub Advisors

Mark Peterson is the Director of the Build-for-Rent (BFR) division at SVN | SFRhub Advisors in Phoenix, Arizona. In this capacity, he leads all activities associated with BFR activities at SVN | SFRhub Advisors. These activities include leading a team that has analyzed BFR portfolios around the country. The portfolios analyzed have been in association with listing engagements for builders and developers and consulting assignments for capital and development groups. Mr. Peterson and the BFR team have consulted extensively with investors and potential investors of BFR portfolios. Consultations have included multinational real estate private equity groups down to family offic ... (view full description)

Kasia Pozniak

Westport Capital Partners LLC

Ms. Pozniak is an investment professional based in the firm’s Stamford, CT office. Prior to joining Westport, Ms. Pozniak was an Investment Analyst with PGIM Real Estate, where she was responsible for underwriting, due diligence and portfolio management of investments in a real estate high-yield open-end platform, covering all asset classes. Ms. Pozniak has a Bachelors of Architecture from Cornell University, a Masters of Architecture from the Yale School of Architecture and an M.B.A from the Yale School of Management.

Dylan Rhea

Enterprise Managing Consultant

Dylan Rhea is an Enterprise Managing Consultant with RealFoundations. He brings over 20 years of both domestic and international real estate industry experience to RealFoundations in both the public and private sectors, working with clients to deliver key projects in the areas of business transformation, target operating model development, long-term technology strategy, mergers and acquisitions, and enterprise platform implementations.Across the span of his career, Dylan has focused on homebuilding, construction/development, owner/operator, corporate service provider, and real estate investment market segments. He has forged trusted relations ... (view full description)

Mitch Rotta

Senior Managing Director
TruAmerica Multifamily

Mitch Rotta currently serves as Senior Managing Director at TruAmerica overseeing the creation and expansion of its Build-For-Rent platform. This role includes formulating its core strategy with the executive team, building out both personnel and back-office infrastructure, formulating its underwriting process, sourcing deal flow and ultimately creating a portfolio of developments that fits its GP and LP investors capital allocation strategies. The platform will be sourcing, acquiring, entitling, developing and overseeing its projects as master development while utilizing existing third-party relationships to play critical roles to ensure projects meet the necessary milestones and metrics. ... (view full description)

Betsy Scott

Executive Director
Housing Innovation Alliance

For nearly 25 years, Betsy Scott has excelled at helping people think differently by taking complex ideas and concepts, analyzing them from multiple perspectives, and translating the results into actionable information. She is currently the Executive Director of Program + Engagement for the Housing Innovation Alliance, an organization she’s helped build from the ground up since 2008 alongside founding partner IBACOS, a housing innovation consulting firm.   The Alliance is a think tank focused on the future of housing that connects the best-and-brightest people (and companies) from across the housing value chain. Our ultimate goal is to transform the industry through collaborative ... (view full description)

Hilla Sferruzza

Meritage Homes

Hilla Sferruzza, MBA, CPA has been the Chief Financial Officer, Executive VP for Meritage Homes Corporation (NYSE:MTH) since 2016 and its Chief Accounting Officer, Senior Vice President, Corporate Controller since 2008.  Prior to Meritage, Ms. Sferruzza served in various management roles at Starwood Hotels and Resorts Worldwide, Inc. (NYSE:HOT), which was subsequently acquired by Marriott International, and as a public auditor for KPMG.Ms. Sferruzza has spent over two decades serving large public companies across the greater Phoenix area.  With experience ranging from hospitality to financial institutions and c ... (view full description)

William Shopoff

Shopoff Realty Investments L.P.

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

Ed Steffelin

AXCS Capital

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

Timothy Sullivan

Senior Managing Principal
Zonda Advisory

Tim Sullivan is a major influencer in the field of market research and community development.  He has formulated creative supply and demand methodologies, driven new product designs for conventional and active adult living spaces and helped re-define community development programs all over the country.  He began his career with industry pioneer Sanford R. Goodkin in the early 1980s with a focus on creating New Towns (the precursor to Master Planned Communities).  From there he spent nearly a decade with the National Real Estate Consulting Group at KPMG where he established and expanded their Residential and Commercial Services.  From KPMG, Tim joined Jeff Meyers and helped transform the nasc ... (view full description)

Scott Thorson

Chief Operating Officer
Oakwood Homes

Scott Thorson has held a variety of jobs in the home building industry: president, founder, vice president, and project manager. Now, he has been named chief operating officer for Denver-based Oakwood Homes. The company, which builds in Colorado and Utah, made the announcement last week and said Thorson will be responsible for all of the company’s operational units. Founded in 1991, Oakwood Homes is Colorado’s largest privately held hometown builder and is also a master-planned community developer. The company has delivered more than 10,000 homes to date. “Scott’s vast experience in the home building industry will benefit bothOakwood Homes and its home buyers,” said Pat Hamill, t ... (view full description)

Felix Vasquez

Chief Executive Officer
Hyphen Solutions

Since March 2002, Dr. Felix Vasquez has managed Hyphen's vision of unifying the supply chain for residential construction. He strategically integrates builders tightly with their respective supply chains through enhanced development efforts and partnering with incumbent ERP providers. Additionally, he was the driving force in starting Hyphen's User Group, which helps to drive product direction and ensures Hyphen’s products are future-proofed to meet the changing needs of the industry. As CEO, Dr. Vasquez is responsible for client and prospective client relationships and keeps a keen eye aware for potential business relationships with industry solution providers. Hyphen prides itself on worki ... (view full description)

Margaret Whelan

Founder & CEO
Whelan Advisory Capital Markets

Whelan Advisory Capital Markets (“WACM”) is a woman-owned boutique investment bank and broker dealer focused on M&A and capital raising advisory exclusively for the residential housing and construction industry. As a trusted advisor, Margaret founded the firm in 2014 to offer a tailored and transparent approach to investment banking and a high level of service to her clients. Having advised clients in successful transactions representing more than $30 billion in capital raised over the last 25 years, she is an industry expert leveraging deep knowledge of relevant drivers, market players, current valuation and financing alternatives. Clients choose and return to WACM because M ... (view full description)

Richard Whiteley

Co-President and COO
IHP Capital Partners

Richard Whiteley joined IHP Capital Partners in 2018 and is primarily responsible for company capital and investment strategy, evaluation of new opportunities, portfolio management, and investor and partner relations. He also serves as a member of IHP’s Investment Committee.Previously, he was Chief Operating Officer and Chief Financial officer of FrontDoor Communities, an IHP-backed homebuilder in Atlanta with operations in the southeastern United States. Prior to FrontDoor, Mr. Whiteley was a management consultant for Bain & Company where he worked on a range of strategy development and organization and process design engage ... (view full description)

Adam Wolfson

Chief Investment Officer
Transcendent Investment Management

Adam Wolfson serves as the Chief Investment Officer for Transcendent Investment Management.  Adam has over 17 years of real estate experience including development, acquisitions, leasing and advisory work. Working both entrepreneurially and with various established entities including Wharton Equity Partners and Exan Capital, Adam has been involved in transactions totaling over $500 million and 1 million square feet across most major asset classes. Adam earned his Masters in Business Administration from the George Washington University and his Bachelor of Arts from the University of Michigan, Ann Arbor. He resides in Miami with his wife and children and is active in the community ... (view full description)
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*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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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