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Simon Aftalion

Development Director
Markwood

Simon’s vast experience ranges from real estate private equity—focusing on acquisitions and dispositions—and capital fundraising to ground-up property development and adaptive reuse. Prior to joining Markwood, Aftalion served as Mayoral Liaison for the City of Beverly Hills. He previously held a research position at Boston Properties (NYSE: BXP) and a development associate position with EastBanc in Washington, D.C.  Aftalion is a member of ULI’s Regional Land Use Leadership Institute, NAIOP’s National Multi-Housing Council, and the Central City Association of Los Angeles where he sits on the Housing, Land ... (view full description)

Sterling Anderson

President & CEO
Red Oak Development

Sterling Anderson is President & CEO of Red Oak Development (Formerly Sterling Capital Investments) , a real estate development company that focuses on investing in and developing single family, multifamily and hospitality properties. Sterling is responsible for the day to day operations of the company, raising capital and working with its group of buyers and investors.

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego from 2001-2006 a ... (view full description)

Venkat Avasarala

Founder
Stryker Properties

Venkat Avasarala is the founder of Stryker Properties and since 2016 have acquired 3000 B & C Apartment units in TX, AZ, CO. Since 2019, Venkat was involved in Ground-up development projects in TX as well. Venkat has $400 Million worth of assets under management to date between Value-add and Development

Mike Ballard

Partner
Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

Ash Baraghoush

Investment Director
Hanover Financial Company

Neal Bawa

CEO
Grocapitus

Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $250+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 300+ investors. Neal serves CEO / Founder at Gr ... (view full description)

David Blatt

CEO
CapStack Partners

David Blatt is CEO of CapStack Partners, a real estate investment manager focused on opportunistic debt and equity investments. He is also the Founder and CEO of Banxel, the first lender2lender marketplace to syndicate, buy and sell real estate loans.Since 2001, Mr. Blatt has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing real estate investments. He is also a frequent public speaker and writer on innovation ... (view full description)

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Mr. Carter has been a Real Estate Investor since 1983 when he purchased his first rental property at the age of 22. He owns and manages a real estate portfolio with a market value of over $100M. He invests in single-family portfolios, multifamily apartments and commercial properties. The factors linking all of his investments are in-place cash flow in growing markets with pro-active and hands-on management. By increasing NOI and cash flow, Mr. Carter consistently has created above average returns on investments. Mr. Carter was actively acquiring assets through May 2006 when he anticipated the real estate bubble and safely sat out the recession. In September 2009, Mr. Carter stepped back into ... (view full description)

Collin Chlebak

Real Estate Practice Leader
Virtus

J. Collin Chlebak, Vice President joined Virtus in a production role in 2015. He leads the Virtus National Real Estate Practice that touches over 300,000 multifamily units and 100M+ square feet of commercial real estate. Collin provides hands-on insurance consultation and brokerage services to owners, operators and developers of multifamily and commercial real estate across the country. He takes pride delivering customized insurance strategies to achieve the business goals of industry leading firms. Before joining Virtus, Collin worked with both elected officials and business executives to solve challenging problems in Dallas, TX. His passion for real estate ignited after being a ... (view full description)

Andrew Cushman

Principal
Vantage Point Acquisition

Andrew Cushman has run real estate investment businesses full time for the past decade. Leaving his corporate engineering job in 2007 just before the Great Recession began, Andrew completed 24 single family transactions (purchase, rehab, sell), all of which earned significant returns for both his business and investors. Sensing another shift in the market, in 2010 Andrew transitioned to the acquisition and repositioning of multifamily properties and has successfully acquired and repositioned 1,796 multifamily units to date. Several of these properties were in more challenging markets and were heavily distressed at acquisition but today are full ... (view full description)

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

  Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benets for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. Michael is committed to educating the accounting, nancial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benets of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the ... (view full description)

Edson D'Souza

Director of Sales - Multifamily
ADT Multifamily

Edson is an experienced Director of Sales with a history of working in Multifamily ProTech, Consumer Electronics and the Telecommunications industry. In his current role with ADT, he is focused on making Apartment Communities Smart!  ADT Multifamily does this by working with combing the best Hardware, Software & Integration solutions.
 

Sheri Druckman

VP
SRG Residential

Sheri Druckman joined SRG Residential in 2019 with over 25 years of experience, most recently as a Director of Real Estate at Greystar, and Senior Management roles in the past with Security Properties, Simpson Property Group, and Trammell Crow Residential Services, executing due diligence, underwriting, acquisition and dispositions. She holds a Certified Apartment Portfolio Supervisor, CAPS designation, is a member of the WMFHA Government Affairs Committee, NAA Legislative Committee and serves as past president on the WMFHA Board and Vice Chair for Partnership for Affordable Housing.Sheri is responsible for overseeing the execution of the strategic ... (view full description)

CJ Edmonds

Chief Revenue Officer
SmartRent

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)

Brian Eisendrath

Vice Chairman
CBRE

Brian Eisendrath sources aggressive capital for institutional and high net worth clients. His ranking as one of the top originators in the country has garnered him extensive industry recognition. Brian is able to quickly and effectively meet the needs of his clients by tailoring a financing solution that is unique to their property-specific business plan. By leveraging extensive life insurance company, bank, CMBS, and bridge lending relationships, as well as CBRE’s direct lending relationships with Freddie Mac and Fannie Mae, Brian and his team are able to customize capital to maximize return on investment.​ 2016 – Originated over $2.3 billion in capital 2016 – Top 10 ranki ... (view full description)

Jim Farris

Co-Founder & President
Mosser Capital Management LLC

Jim has more than 15 years of experience in real estate investment and brokerage with expertise in debt and equity finance, acquisitions, dispositions, and property operations. He has negotiated approximately $1 billion of debt and equity financings and has led the acquisition of and raising capital for more than $750 million in multifamily assets since co-founding Mosser Capital in 2012. He has helped lead all facets of Mosser Capital operations including strategic planning, new capital partner relationships, acquisitions, recapitalizations, dispositions, geographic expansion, and asset management. He is an IREI Springboard Leader Alumni and an iREOC Board of Governors member as well as a U ... (view full description)

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)

Jerry Fink

Managing Partner
The Bascom Group

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $15.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units.  Bascom has ranked among the top 50 multifamily owners in the U.S.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Venture Partners, Bascom Milestone Ventures, and the Realm Group.  Bascom’ ... (view full description)

Justin Ford

President
Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,000 units throughout Florida. Perhaps the company's signal achievements has been that, through the boom and bust, the company has never been late on a mortgage payment or lost an investor a dollar. Mr. Ford attributes that success to an core principles that make them patient buyers, prudent users of debt, and diligent operators, This approach has helped them recover from mistakes, weather down markets, and consistently take advantage of opportunities for long-term growth. This unique track record has helped Pax develop a loyal following of hun ... (view full description)

Matt Greene

VP Sales
Fetch

Matt started his career following his passion for sports and spent 10 years in sports marketing working with teams and agencies before going the entrepreneurial route leading to a couple of successful exits. Having always had an interest in technology and real estate, he joined Vacasa as Head of Real Estate Partnerships and then IOTAS as VP of Sales and Marketing which is where he got his first introduction to the multifamily space and saw how ready it is for disruption, especially when it comes to the way packages are delivered to residents. Now, as the VP of Sales for Fetch, he again has the opportunity to make a big impact on the industry. The Fetch tea ... (view full description)

Jennifer Gunnels

Chief Operating Officer
Realty Haven, LLC Property Management

Over 24 years of experience in the rental investment space, with an emphasis on value-add renovations project management/investor relations and acute financial management. Successful at building high-performance management teams and leading results driven portfolios. A strategic visionary with a clear sense of purpose and urgency which in turn determines positive retention, revenue generation and yields profitable assets. Ability to formulate and implement long-range real estate asset management strategies by accurately analyzing specific areas of need and future growth potential, yielding value added benefit to the company’s portfolio of real estate assets and assurance of meeting deadlines ... (view full description)

Richard Henken

President
The Schochet Companies

Daniel Jaramillo

CEO
Strategic Properties

Daniel Jaramillo is an Economist & Mathematics graduate of Florida International University. Daniel has selected, negotiated and managed investments of over $150 million dollars and procured financing of over 30 investment properties. As one of the founders of Strategic Properties LLC, he spearheaded the development of an efficient model to manage moderately priced multifamily properties in a more cost-efficient way, thus netting similar, if not higher, yields than large multifamily complexes. As a technology enthusiast, Daniel led Strategic Properties in becoming paperless and was able to move many office operating duties overseas, thus reducing the company’s overhead. ... (view full description)

Ronald Kaplan

Partner, Comm. RE Industry Practice Leader
CohnReznick LLP

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

Dan Katz

Managing Director
Colony Capital, Inc.

Daniel E. Katz is a Managing Director at Colony Capital, Inc., responsible for the identification and evaluation of new real estate investments in the United States. In addition, Mr. Katz serves as Co-Head of U.S. Loan Originations for Colony Credit Real Estate, Inc. (CLNC). Prior to joining a predecessor of the Colony business in 2014, Mr. Katz was a First Vice President at OneWest Bank where he was responsible for loan originations. Previously, Mr. Katz held investment positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a Master of Business Administration from Harvard Business School and his Bachelor of Science from the Wharton School, University of Pennsy ... (view full description)

Emerson Kerwin

Industry Training & Development
Juniper Square

Samuel Landman

VP Capital Markets
Wealthstone LLC

Samuel Landman an accomplished real estate professional with over 15 years of direct experience, sourcing, acquiring, developing and structuring, multifamily, industrial and office projects nationwide. As Vice President Capital Markets for WealthStone, LLC, Samuel is responsible for sourcing and arranging, equity capital and debt  financing for a variety of joint ventures and partnerships across the firm’s portfolio. Bringing people together around an idea and  business  plan, creating value and a mutually rewarding business  relationship is a paramount priority for Samuel.  Before joining WealthStone, LLC, Samuel was a senior executive at Universe Holdings, a real estate i ... (view full description)

Gary Lipsky

Co-Founder
APT Capital Group

Gary Lipsky is the Managing Partner of APT Capital Group, which buys opportunistic value-add B & C class properties typically in Phoenix and Tucson. Gary has been a real estate investor since 2002 and has $41MM AUM. Gary is Real Estate Financial Modeling Certified and has been a successful business operator for over 30 years. Gary co-hosts the podcasAsset Management Mastery, where he interviews the top experts in real estate. He also launched the Asset Management Summit to teach others about Asset Managing.  Gary is also one of the founding Board Members of CORE ... (view full description)

Steven Ludwig

President
Coastline Real Estate Advisors, Inc.

In 2002 Mr. Ludwig syndicated his first real estate investment partnership and has since purchased over 100 real estate assets totaling approximately 4,000 multifamily units for an aggregate price of $1 billion throughout Southern California.   In 2008, Mr. Ludwig moved into property and construction management and building materials, co-founding Coastline Real Estate Advisors (CREA), Turnaround Solutions (TAS) and TASORO Products.  To date, CREA has managed more than 8,000 residential units with a combined asset value in excess of $2.5 billion , while TAS and TASORO service hundreds of clients nationwide.  Prior to becoming an entrepreneur, Mr. Ludwig began his career as a Financial Analyst ... (view full description)

Adam Meshekow

Chief Growth Officer
Leap

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and implementing m ... (view full description)

Mark Mosch

CEO
AndMark Management Company

As founder and CEO, Mark is responsible for the strategic planning and growth of the company. Mark focuses on developing partnerships with third-party management companies, financial institutions, as well as overseeing investor management. He maintains oversight over all aspects of AndMark. With two decades of Multi-family experience, Mr. Mosch is an accomplished real estate professional with proven ability to evaluate investment opportunities. Mr. Mosch holds a BA and an MBA from Northwestern University. 

Darin Munson

President
The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college.     Darin Has participated in hundreds of residential real estate transactions.   Using the same basic philosophy and techniques he learned from residential he transitioned his skill set and proficiencies into commercial properties.  Range of experience and expertise for commercial includes: More than $1 billion of Ownership Interest in Commercial Real Estate Asset Portfolios;   ... (view full description)

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Jasmine joined Urban Green in early 2013 after attending the University of California at Davis where she got a MS in Soils and Biogeochemistry. Her focus evolved from operational work. She now specializes in Investor Relations and supports Urban Green during the acquisitions process. She is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate.

Aaron Pacillio

Chief Investment Officer
Davlyn Investments

As Chief Investment Officer, Mr. Pacillio is responsible for executing Davlyn’s multifamily investment strategy. He directs the sourcing, underwriting, financing and negotiations of apartment acquisitions. Mr. Pacillio has led Davlyn’s multifamily acquisitions team for over 16 years. To date, he has been directly involved in the acquisition or development of over $1 billion of multifamily investments.  In his new role of expanding equity relationships for the firm he recently raised over $250 million of programitic equity during the pandemic.  Prior to joining Davlyn, Mr. Pacillio was an Acquisitions Manager for Pacific Property Company (now PUR), a Palo Alto based real esta ... (view full description)

Ellie Perlman

Managing Partner
Blue Lake Capital

Ellie Perlman is the Founder and CEO of Blue Lake Capital, a real estate investing firm specializing in multifamily acquisition and management. Ellie owns over 2,300 units across the U.S. worth over $300MM. As an MIT alumna, Ellie Perlman believes in the power of technology in underwriting and managing multifamily properties. This is one of the reasons why family offices and ultra high net worth individuals invest alongside her in large multifamily deals.Prior to Blue Lake, Ellie was a commercial real estate lawyer, leading real estate transactions Israel’s largest real estate company. Later, she transitioned to a property manager role and oversaw properties worth over $100MM.Ellie holds Mas ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

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

Andre Sanchez

COO
Rently

Andre Jordan Sanchez is the Chief Operating Officer at Rently, the self-guided tour platform used by over 3000 single family and multifamily operators nationwide.

Andre held previous roles in cancer research and worked at Apple in B2C and B2B sales. Andre has a BS in Pharmacology from UCSB, an MBA from UMass Boston and Executive Education in Operations from MIT.

Matthew Sant

Asset Manager
Peak Capital Partners

Matthew oversees asset performance and management operations for the firm’s properties located in Colorado, Michigan, Massachusetts, Oregon and Washington. Matthew has an extensive background in Asset Management for Multifamily properties in over 23 states. His real estate experience includes working for JP Morgan Chase and Cottonwood Residential, a Private REIT. While at Cottonwood, Matthew worked directly with the Asset Management team on Core Plus and Value-Add opportunities and found ways to increase NOI for properties under management. He has an in-depth knowledge of acquisitions, budgeting and forecasting, capital projects, insurance and financial reporting. He holds a B.S. in Finance ... (view full description)

David Smith

CEO
Avenue Living US Real Estate

Mr. Smith serves as the Chief Executive Officer of Avenue Living US Real Estate Trust and the Chief Operating Officer of Avenue Living Asset Management Ltd. Mr. Smith has 15 years of real estate investment experience with international banking and private equity firms. His focus has included multi-residential, office, retail and industrial asset classes having completed large portfolio acquisitions, REIT privatization and structured debt investments. Mr. Smith most recently worked for an institutional real estate investment and asset management firm in Calgary. Prior, Mr. Smith worked for a global real estate asset manager in Toronto and helped in the investment of over $6 ... (view full description)

Nathan Tabor

Real Estate Investor/Consultant
NathanTabor.com

Nathan Tabor is a real estate investor and consultant.  Since 2006 Nathan has bought, renovated and sold over $52m dollars of multi-family units and consulted on deals worth over $200m.  In 2012, 2013 and 2014 Inc 5000 ranked Nathan’s companies as one of the fastest growing small businesses in the US.  Nathan is the author of How to Find, Finance, Fix & Flip Apartments: from Duplexes to 100+ Unit Complexes.  Nathan has successfully founded and operated more than two dozen businesses since 1999, grossing over $150 million in sales. His experience spans the areas of commercial real estate acquisition and redevelopment, automobile sales, direct pr ... (view full description)

Kim Lisa Taylor

Managing Attorney
Syndication Attorneys PLLC

Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon best selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com, whose purpose is to provide quality legal advice, plain English offering documents and professionally designed marketing materials for clients nationwide. Kim has been the responsible attorney for hundreds of securities offerings. 
 

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.

Stephen Tsu

Managing Partner
K2 Clean Energy Capital, LLC

Stephen Tsu – Co-Founder & Managing Partner, K2 Clean Energy Capital, LLCK2 Clean Energy Capital is a leader in Commercial PACE Financing for developers and property owners.  K2 can now provide PACE + "PACE Friendly" Debt capital stack solutions for new construction projects to help developers extend their leverage and lower the overall cost of capital.  Steve co-founded K2 in 2012, and the firm has executed some of the larget C-PACE deals and in almost all asset classes including multi-family, hospitality, retail, office, industrial, senior living, and student housing.  Steve has over 25 years executiv ... (view full description)

Justin Walker

National Director
Rainbow Housing Assistance Corporation

Mr. Walker brings over a decade’s worth of business management experience to Rainbow. Prior to joining, he led an effort that expanded a web services product into seven countries for a Fortune 500 company. He also brings to bear extensive expertise in marketing techniques and media management having organized national acquisition campaigns as well as coordinating media events with elected officials and CEOs. Additionally, Mr. Walker remains engaged in our nation’s political landscape and legislative affairs. His political portfolio includes working for elected officials on both state and federal levels, campaign advance logistics, and being appointed to serve as vice-chair of technology duri ... (view full description)

Mark Weinstein

President
MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects of over 800,000 square ft. of mixed use in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for, and expertise in property repositioning has been a guiding fa ... (view full description)

James Wilson

Managing Director
JMP Asset Management

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*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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