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Kelly Blair

Chief Financial Officer
BKM Capital Partners

Serving as the Chief Financial Officer, Kelly Blair is responsible for the oversight of all finance, accounting and governance efforts for the firm including fund administration, investor reporting, valuation analysis, compliance, legal financial reporting, budgets and forecasting, capital markets, treasury, cash management, business applications, data analytics and financial analytics. She also serves as a member of the Investment Committee and holds an essential vote over all major investment decisions. Kelly brings 18 years of experience across a breadth of capital markets, corporate finance and accounting roles, specifically in private equity and real estate, providing BKM with strong le ... (view full description)

Irwin Boris

Head of Acquisitions
Peykar Capital

Irwin is the Head of Real Estate for Peykar Capital, a 3rd Generation Family Office. Peykar is an active operator/investor in Industrial, Office and Multifamily properties, and is currently building in several states.Prior to joining, Mr. Boris worked sourcing acquisitions for several family offices (foreign & US) where he was responsible for deal sourcing, negotiation,  ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Chad Briggs

CFO
Bridge Investment Group

Chad Briggs is responsible for all of Bridge Investment Group’s treasury and financial functions as Chief Financial Officer. Mr. Briggs brings over 30 years of experience in accounting, finance, M&A, public offerings, SEC compliance, and human resources. Prior to joining Bridge, he served as Vice President and CFO for 5 years of Digital Draw Network, a national provider of residential construction and commercial real estate inspection services. Prior to Digital Draw, Mr. Briggs spent 10 years as VP and CFO of TheraTech Inc., a public company. Mr. Briggs earned his Bachelor of Science degree in Accounting from the University of Utah in 1985 ... (view full description)

Nilesh Bubna

Founding Partner & CFO
Longpoint Realty Partners

Mr. Bubna oversees portfolio strategy and operations for the commingled funds and serves as the Chief Financial Officer. He is a member of the Firm’s Investment Committee. At TA Associates Realty, Mr. Bubna oversaw the value-add portfolio management group for all commingled funds. Mr. Bubna also directly implemented multiple value-add and core strategies across a portfolio of real estate covering various East Coast markets. As a voting member of the finance committee, he negotiated new and renewal debt proceeds and oversaw the deleveraging and debt restructuring of multiple commingled funds. Prior to TA, Mr. Bubna spent 10 years at Arthur Andersen and Ernst & Y ... (view full description)

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

John Caruso is Managing Director, Global Head of Fund Finance for Nuveen Real Estate.  John is responsible for both internal and external reporting activities, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics related to Fund Finance, including Real Estate fund structuring as well as price and fund leverage arrangements.. He is a voting member of the Nuveen Real Estate Investment Committee, OpCom, and Executive Leadership Team. John joined TIAA/Nuveen in 2007 and has almost four decades of experience in the real estate, construction and software industries including eleven years in public acc ... (view full description)

Lucian Cohen

Vice President, Finance
Lonicera Partners

Lucian Cohen is Vice President of Finance at Lonicera Partners and is responsible for capital markets, investor relations, and finance. At Lonicera, he has closed nearly $200M in debt and equity transactions. Prior to joining Lonicera, Mr. Cohen was a Vice President at M&T Bank in the NYC Commercial Real Estate group where he originated and managed over $700 Million of loans. Notably, he financed developments for DDG, Quinlan Development, Brause Realty among others. Mr. Cohen received an MBA from Columbia Business School and a BA from Brown University. He is a board member of Green City Force, and a member of the Steering Committee for the Brown University Real Estate Gr ... (view full description)

Frederick Cooper

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

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.  ... (view full description)

Richard Crofts

Chief Financial Officer
BentallGreenOak

wide responsibility for finance, legal, compliance and risk, corporate communications, and corporate initiatives, as well as assisting with strategic matters. He also represents the firm on Sun Life Capital Management's senior leadership team.Prior to joining the firm in 2010, Richard spent 6 years as executive vice president of corporate development and general counsel and secretary at MI Developments Inc. He was named one of Lexpert's "Top 40 under 40" lawyers in Canada in 2006 and a "Top 40 under 40" in-house counsel in 2005. From 2002 until 2004, he worked in multidisciplinary roles at Magna Entertainment Corp. Before that, he held positi ... (view full description)

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Integrated Capital Management (“ICM”) is a Los Angeles-based investment management firm. Founded by real estate finance veterans John Carrick and Robert Lindner, ICM helps accomplished owners, operators, and developers of commercial properties scale their platforms and assets under management on a national basis by offering strategic co-investment capital. Principal investments are capitalized through the firm’s discretionary private equity funds, Integrated Realty Capital I & II LP, and are generally structured as co-GP/sponsor equity, joint venture equity, preferred or common equity.   Sean Cunningham is Chief Financial Officer for Integrated Capital Management (ICM). He ov ... (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)

Joshua Demers

Director
SS&C Technologies Inc

Joshua joined SS&C in 2016 and is a Director with the Real Asset division. Joshua is responsible for the operations and oversight of a global investor services team servicing clients across various strategies and structures. With over 16 years industry experience, his experience includes investor onboarding, AML compliance, report distribution and treasury. Prior to joining SS&C, Joshua worked at Citigroup where he managed an investor services team focused primarily on Private Equity and Hedge relationships. He is also a Chartered Alternative Investment Analyst.


 

Joe DiSalvo

Senior Vice President
RXR Realty

Joe DiSalvo is a Senior Vice President at RXR Realty and has over 14 years of experience in investment management and private equity accounting.  Joe is responsible for the oversight of RXR’s fund and corporate accounting operations which include preparation of financial statements, investor reporting/relations, and back-office management for RXR’s real estate investment funds and co-investment vehicles. Additionally, Joe manages the firm’s Business Information Systems team, which implements, evaluates, and supports the firm’s business software and strategies. Prior to his tenure at RXR, Joe was responsible for the day-to-day accounting and reporting functions of Ellington Financial LL ... (view full description)

Matthew Fowkes

Director, Real Assets
SS&C Technologies, Inc.

Matt Fowkes joined SS&C in September of 2018 and is a Director within the Real Assets team based out of Boston.  Matt has 20 + years of fund administration experience.  Prior to joining SS&C, Matt worked for State Street as a Vice President where he built out a new product offering and on-boarded multiple clients within their Private Equity & Real Asset business.  The first eleven years of his career he worked in multiple roles on the mutual fund/RIC business at State Street and Brown Brothers Harriman & Co.
 

Scott Gillanders

SVP, Credit & Operations Manager
Berkshire Bank

A native Californian and avid fan of architecture, Scott started his career at Wells Fargo in San Francisco over 30 years ago where Scott managed sales originations for twenty of the banks largest branches in and around San Francisco.   Relocating to the East Coast in 2000, and transitioning to a credit and risk management role, Scott is happy to call Philadelphia home where he is currently Sr. Vice President, Credit & Operations Manager at 44 Business Capital, a Division of Berkshire Bank.  A true renaissance man Scott holds a BS Degree from Drexel University with a minor in Architecture.  Scott has melded his love of architecture to the practical knowledge of banking, ... (view full description)

Laurie Golub

COO
Square Mile Capital Management LLC

Laurie Golub is the Chief Operating Officer and Senior Managing Director of Square Mile Capital. In her role, “LG” (as she is known) is responsible for oversight of Square Mile’s ongoing business operations. Prior to joining Square Mile, LG held leadership positions with HFZ Capital Group, Africa Israel USA and Forest City Ratner Companies. Prior to that, she was an attorney in private practice for more than a decade, where she represented clients on a broad range of real estate and corporate transactions. LG has over 25 years of extensive experience in the industry with respect to real estate finance and capital markets, investments, development and construction, and ownership and operation ... (view full description)

John Gottfried

CFO
Acadia Realty Trust

John Gottfried is the Chief Financial Officer of Acadia Realty Trust.  John serves on the investment committee and is responsible for all real estate finance, capital market activities, accounting, financial reporting, budgeting/forecasting, tax and treasury functions. He joined Acadia after 18 years at PwC, where he was a Partner and most recently served as the assurance leader of PwC’s New York City Real Estate practice.   Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and opportunity fund – platforms.  Acadia has built a best-in-class, location-driven core real estate portfolio with meaningful ... (view full description)

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Robert J. Hellman – Managing Director, Pembrook Capital Management LLC Mr. Hellman has over 35 years of experience in the commercial real estate industry.  In 2010 he joined Pembrook Capital Management LLC, a private equity commercial real estate debt fund manager that invests in and originates first mortgages, mezzanine, bridge loans, note financings, and preferred equity throughout the United States.  He is the firm's COO, responsible for asset management, finance, legal, compliance and marketing, as well as a member of the firm’s investment, finance and valuation committees.  Mr. Hellman began his real estate career at Lehman Brothers.  During 16 years a ... (view full description)

David Hott

President
Hott Solutions Corp

Founder and COO, David Hott, has held a number of leadership roles during his 30 plus years in the technology and real estate arenas. Having served as CIO, CTO, Software Developer, and Financial Controller, David has working knowledge of the challenges that teams face at all levels of an organization. David served as CIO of Legacy Partners (previously Lincoln Property Trust) for over 18 years. Prior to Legacy Partners, David held the position of CIO with Essex Property Trust for more than 5 years. His experience in the "C" level positions has enabled him to develop the skill of effectively assessing and communicating the project status, issues, risks, and benefits to both the operational and ... (view full description)

Kathleen Hurley

Chief Information Officer
Madison International Realty

Ms. Hurley serves as Chief Information Officer with responsibility for Madison’s global IT infrastructure. She ensures that all technology services are delivered, technology related compliance and business continuity are managed, provides training and assists with process improvement. Kathleen has over 19 years of Information Technology management experience. Prior to joining Madison in 2015, Ms. Hurley served as the Regional Chief Information Officer for CBRE in the Mid-South markets. She was responsible for leading the team delivering support services, ensuring strategic goals were met and worked closely with Asset Services teams. She was particularly involved with commercial real estate a ... (view full description)

Lindsey Jacot

VP of Finance & Corporate Strategy
Pennybacker Capital

Lindsey Jacot serves as Vice President, Finance and Corporate Development and Chief Compliance Officer for Pennybacker Capital.  She is responsible for preparation of the company’s fiscal operating plans and forecasts and coordinates finance and reporting activity as well as compliance. Prior to joining Pennybacker, Ms. Jacot served as the Executive Vice President of Finance and Chief Compliance Officer for Titan Fund Management LLC, a registered investment advisor specializing in the management of real estate investments. She was responsible for structuring Titan Development Real Estate Fund I as well as the firm’s financial strategy, cash flow mana ... (view full description)

Jonathan Kalikow

President
Gamma Real Estate

Jonathan Kalikow serves as the President of Gamma Real Estate, an organization that he founded in 2015 to represent the fourth generation of his family’s activity in real estate financing and development.  Mr. Kalikow specializes in what he terms "catalyst-driven markets with high barriers to entry,” a strategy that he applies to Gamma’s debt and equity investments. Gamma has originated nearly $1 billion in real estate collateralized loans and acquired over $1 billion of properties across the United States to date, with much of the firm’s activity currently focused in the Southeastern U.S.Prior to establishing Gamma, Jonathan spent 20 years o ... (view full description)

Ed Kindelan

Office Managing Partner-Boston
CohnReznick LLP

Ed Kindelan is the Managing  Partner for CohnReznick's Boston office and is a partner in the firm's commercial real estate practice -   providing  assurance, tax, and advisory services to Real Estate Developers, private equity funds, proeprty managers and investors - primarily on the East Coast.

In addition to his involvement with numerous professional organizations, Ed is active in the various charitable organizations and serves on the Board of Directors of NCCJ, The American Heart Assocaition of CT, The Community Foundation of Greater New Britain.

Steve Klett

MAI, Director
Moss Adams LLP

Steve has provided valuation advisory services since the mid 1980's and has been through several real estate cycles. He’s completed assignments in all 50 states over his career, concentrating on western and southwest states and also has international real estate experience in Canada, South America and Europe. Steve has expertise in valuation for financial reporting (ASC 820) and purchase price allocations (ASC 805). In addition to valuation services, Steve provides market feasibility studies, cash flow analysis, highest and best use studies, and tax benefit studies. Steve has corporate ... (view full description)

Brian Lovett

Partner, Team Leader, Real Estate Services Group
Withum

Brian Lovett is a Partner and Team Leader of the Tax and Real Estate Services groups at Withum. Brian has extensive experience serving the tax needs of both public companies and closely held businesses, including all aspects of tax compliance for partnerships and corporations. He advises clients with regard to the structure and tax consequences of new business ventures, and assists with restructuring existing businesses for increased tax efficiency. On the real estate side, Brian has prior Big 4 experience working closely with large, multinational real estate investment companies. He now works closely with real estate entrepreneurs on acquisition planning and entity structuri ... (view full description)

Mark Maduras

CFO & COO - Real Estate
Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in the U.S., Europe and Asia, as well as the private equity group in New York. Mark is a voting member of the firm’s real estate investment committees for all real estate funds and is responsible for all real estate investment and fund structuring. Prior to joining the firm, Mark was the Chief Financial Officer of ATC Management, L.L.C., a real estate partnership that included Angelo Gordon. Before that, he worked at Merrill Lynch, Tishman Speyer P ... (view full description)

Josh Malinoff

Principal
REdirect Consulting

Josh joined the REdirect team as a Principal in 2007. He brings close to 30 years of real estate technology expertise to REdirect and is often a go-to source for any complex projects.   Josh spearheaded REdirect’s involvement in Investment Management software, creating a dedicated practice group focusing on the growing needs of investment managers, private equity real estate, and fund administrators.  Josh has extensive experience working alongside property and asset managers, REITs, investment advisors and institutions, and is committed to helping firms enhanc ... (view full description)

Davide Manstretta

Director, Aladdin Product Management - Real Assets
eFront (a part of BlackRock)

Davide is a senior real estate investment professional with 20 years of experience in research, portfolio analysis, corporate finance and technology.In his current role in the Aladdin Product Group, Davide leads the development of the eFront's real assets product offer, focusing on portfolio and risk analytics and the integration of real estate and infrastructure with the wider Alternatives sector (private equity and private debt). ... (view full description)

Stephanie Matz

CFO
Buhl Investors

Stephanie Matz is Chief Financial Officer for Buhl Investors, a Minnesota based real estate management and investment group. Ms. Matz joined the firm in 2019 where she is responsible for managing the portfolio and spearheading investor relations initiatives. Buhl has experience across all asset types with current projects including retail and residential development and renovation of historical properties. Ms. Matz has specific expertise in real estate valuations, REITs, risk management, private equity, innovation and relationship management. Prior to joining Buhl, Matz worked for CarVal Investors, a global fund alternative asset manager. She has a Master of Landscape Architecture degree fro ... (view full description)

Mike McCabe

Global Head of Sales, Product, and Marketing
MUFG Investor Services

•Michael McCabe (Mike) is currently the Head of Sales, Product, and Marketing and is in charge of driving the global sales growth, product development and the overall marketing strategy of MUFG Investor Services’ alternative asset servicing platform which includes hedge funds, fund of funds, private equity, real estate, and custody.   His primary responsibility is to collaborate with clients and prospects to deliver innovative solutions that enable those firms to maximize their operational efficiency and mitigate risk. •Mike joined MUFG Investor Services in 2016 from BNY Mellon where he served as a Managing Director in their Alternative Investment Services division. He held various pos ... (view full description)

Alex McGillivary

Senior Account Executive
Yardi Systems Inc.

Alex McGillivary is a Sr. Account Executive at Yardi systems who specializes in the trust, fiduciary, and investment management space. In his role, Alex works with various types of banks, trust companies, and financial institutions by providing them with technology solutions to manage their real estate, oil/gas, debt, and investor reporting. Prior to his time at Yardi, Alex spent the previous 11 years working in private banking, wealth management, the non-traded REIT industry, and also manages real estate holdings in CA and KS. Alex resides in Cambria, CA with his wife and two daughters.

Bridget McGregor

SVP & Director of Accounting
GID

Bridget McGregor is Senior Vice President and Director of Accounting. She is responsible for managing the Accounting group which includes overseeing activities related to corporate, portfolio, joint venture and property accounting; accounts payable; accounts receivable; budgeting; forecasting; internal controls; internal and external auditing; development and project cost accounting; and internal and external financial and performance reporting. Bridget joined GID in October 2010. Prior to joining GID, Bridget was the Direct Property Portfolio Controller at Guggenheim Real Estate and also spent seven years with PricewaterhouseCoopers where she attained the ... (view full description)

Jennifer McLean

CFO
Kushner Companies

Jennifer McLean currently serves as the Chief Financial Officer of Kushner Companies.  In this role, she oversees all Asset Management, Accounting, Human Resources and IT functions for the Company and all related entities/affiliates. She is responsible for monitoring and maximizing asset specific cash flow and financial performance. She also oversees all tax and compliance reporting, and maintains ongoing relationships with partners, agencies, development and operations to ensure the integrity of all financial data.   Prior to joining Kushner Companies, Ms. McLean has served in various Chief Financial Officer roles throughout her extensive career having been involved in the finan ... (view full description)

Troy Merkel

Partner
RSM US LLP

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

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.

Elizabeth Pagliarini

COO & CFO
Summit Healthcare REIT, Inc.

Elizabeth Pagliarini currently serves as the Chief Operating Officer, Chief Financial Officer and Treasurer for Summit Healthcare REIT, Inc. Summit, a public non-traded REIT, invests in senior housing real estate and currently owns interests in 57 facilities across 14 states. Ms. Pagliarini’s responsibilities include corporate strategy, capital markets activities, financial performance and reporting, risk management, audit and tax functions, and investor relations. Ms. Pagliarini successfully broke the “glass ceiling” in her mid-twenties as chief executive officer and chairwoman of the board of an investment brokerage subsidiary of a public company in Beverly Hills, California. She als ... (view full description)

Brandon Palladino

Director
DealCloud

Brandon has more than 5 years of private capital markets experience having consulted many real estate firms on their fundraising and investor relations process. Brandon has extensive experience streamlining the investor reporting function for his clients by advising on “best of breed” solutions to automate a historically manual process.

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

David Perez

COO
Carroll Organization

David Perez serves as Chief Operating Officer of Carroll Organization. David believes that people are one of Carroll Organization’s greatest assets and looks to constantly challenge the organization in its path to be the best for its partners, investors and residents. As part of his duties, he oversees the operational, managerial and support positions for the Company and ensures the effective placement and management of process, technology and data empowering the organization to achieve its business objectives and strategies. He oversees the day to day operations, managing people, mitigating risk and enabling information technology ensuring the Company seeks insights and maintains high stand ... (view full description)

Christopher Perry

Vice President, Valuations
RealPage Inc.

Christopher Perry III has spent his career invested in disrupting the CRE industry. A +20-year CRE industry veteran and former software engineer, Christopher has a unique blend of experience in CRE finance and technology. With FUEL Valuation, now part of the RealPage family, Christopher leads a cloud-based valuation and forecasting platform for commercial and multifamily real estate. He has led continuous product improvements and forged data integration partnerships with CRE’s most trusted data sources to create the industry’s leading commercial property valuation and cashflow forecasting platform.Christopher is a co-founde ... (view full description)

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

For over 15 years, Freddy has worked with hundreds of commercial and residential real estate institutional investors, owners and managers to streamline business operations, improve NOI, mitigate risk, and increase investor returns by leading them through the evaluation and selection of best of class SaaS based technology solutions. His experience with Avid, Yardi, and RealPage provides a diverse insight wherein he promises to leave you in a better financial position than when you first met. 

Barbara Rea

Founder
Rea Advisory Group

Barbara Rea is a seasoned real estate professional with a demonstrated track record of leading and inspiring teams to improve operational productivity and profitability. Having successfully climbed the corporate ladder for 20 years, Barbara Rea earned her spot in the C-suite as one of the few women in her field. As a Chief Operating Officer for a private equity real estate firm, Barbara Rea played a critical role in raising $750 million in institutional equity, creating a profitable operating platform and hired more than 100 employees to build the business. While under her leadership, the firm grew to be on the 2019 Inc 5000 Fastest Growing Businesses, as well as Oran ... (view full description)

Vittoria Reimers

VP of Investor Services
Juniper Square

Vittoria Reimers is VP of Investor Services at Juniper Square, the market-leading investment management software that enables managers to raise more capital, automate investment operations and increase investor satisfaction. In her role Vittoria is responsible for developing and scaling value-add services that complement Juniper Square’s software offering and further the company’s mission of making the world’s private capital markets more efficient, transparent and accessible. Prior to Juniper Square, Vittoria spent six years at Funding Circle, an online platform for small business loans, where she led various credit underwriting and operations teams across the US, the UK, Germany and the Ne ... (view full description)

Mike Sebastian

Industry Principal Director
Appfolio Investment Management

Mike Sebastian has been in real estate technology for 14 years working with many different asset classes including multi-family, office, industrial and retail and other types of assets in real estate.  Mike has worked with clients to help them leverage state of the art software to streamline business process around the entire lifecycle of real estate starting with fundraising and investor relations, acquisition and underwriting, investment management and reporting, though property management and construction.
 

Ashwin Shetty

Chief Operating Officer
Nitya Capital

Ashwin leads the acquisitions and asset management functions at Nitya Capital. In addition he oversees all corporate operations that provide support to property level operations. Ashwin’s key focus is on enhancing financial and operational performance at the property level to meet the investment’s return targets. Ashwin has over 22 years of experience in the real estate and financial sector across management consulting, investment banking, private equity and real estate operations. Consequently, he brings a unique blend of financial and operational expertise across various real estate classes covering residential, office, retail and hospitality assets. Prior to Nitya, ... (view full description)

Lunelle Siegel

Senior Vice President, East Region Manager
BBVA

Lunelle Siegel has been involved in commercial credit decision making, lending and banking since 1983.  Over the course of approximately 30 years, she has developed a solid base of knowledge and experience in a diversified array of commercial finance and banking subjects including:  financial and credit analysis (loan underwriting);  loan structure; developing credit scoring for business lending; loan negotiations; loan documentation;  loan restructuring including loan workings and replacement financing; loan administration; and loan portfolio management both as lending officer, portfolio manager, and workout officer. ... (view full description)

Lisa Stanley

CEO
OSCRE International

As OSCRE’s CEO, Lisa drives strategy and executive level relationships for the organization, working with the board of directors to expand understanding and implementation of OSCRE Standards, effective data governance and data exchange with a variety of constituents.
Lisa joined OSCRE as CEO in 2013 and brings over 20 years’ industry experience in strategic planning, operations and finance, property and asset management, and effectively managing change in dynamic environments. She is committed to constructive and innovative collaboration to address the positive impact effective data governance and data standards can have on building digital ecosystems for the real estate industry. 

Carla R Stoner

Chief Financial Officer
Harbor Group International

Carla Stoner is responsible for directing HGI’s financial policies and strategies. As CFO, she oversees the financial aspects of the company, including reporting, accounting, information technology, human resources, tax and treasury functions. Additionally, Ms. Stoner oversees the asset management team. Ms. Stoner serves as a member of the Investment and  Operations Committees.   Prior to joining HGI, Ms. Stoner served as Executive Vice President and Chief Financial Officer of CW Financial Services (CW Capital), a firm which had an active special servicing portfolio of over $24 billion, a primary servicing portfolio of over $17 billion and approximately $8.7 billion of other asse ... (view full description)

Tom Stults

Managing Partner
Watchung Capital

Tom is Managing Partner at Watchung Capital, a real estate investment manager.  Tom was previously Managing Director and Head of Investment Strategy at Cadre, a technology-empowered commercial real estate investment platform, where he helped lead the acquisition and capitalization of over $2.5bn in total transaction value. Prior to Cadre, Tom was a Principal on the investments team at The Baupost Group, a value-oriented hedge fund. Tom began his career at Goldman Sachs in its investment banking and real estate investment divisions. Tom also serves as an Advisor to Zigg Capital, a venture capital fund focused on the real estate technology space. Tom e ... (view full description)

Mitchell Taras

Partner
Sadis & Goldberg LLP

Mitchell Taras practices in the firm’s Real Estate and Corporate Groups. He represents clients in a variety of complex real estate transactions, including acquisitions, dispositions, financing, construction, leasing and joint venture negotiations involving apartment buildings, shopping centers, hotels and office buildings. Mr. Taras has represented both borrowers and lenders in mezzanine lending, securitized loans, and secured and unsecured credit facilities. He has also represented owners in connection with construction contracts and disputes. On the corporate side, Mr. Taras counsels proprietorships, franchisees and other closely held businesses in their day-to-day operations. ... (view full description)

Scott Tavolacci

Northeast Regional Director
Yardi Investment Management

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

Edmund Taylor

Principal & COO
Crescit Capital Strategies

Edmund Taylor has over 30 years of senior COO experience in the financial services business, including extensive experience in the commercial real estate (CRE) and structured finance markets. Prior to joining Crescit Capital, Edmund was a senior executive at Credit Suisse and a member of the Global Markets Management Committee where he helped operate a division with over 11,000 employees and $6 billion in revenue. As COO he was responsible for, among other things, the firm’s expense initiatives and legal entity strategy, as well as the remediation of some of the firm’s most important regulatory initiatives. Additionally, he was responsible for the organization of a de novo bank branch in Dub ... (view full description)

Shaun Trimblett

Director of Product Development
MUFG Investor Services

Shaun Trimblett is currently the Director of Product Development for the Private Equity, Real Estate, Private Debt and Private Credit product lines of MUFG Investor Services. Shaun oversees the current technology platform and ensures the strategic roadmap of our platform aligns with those of our clients. Shaun was previously with Citco as a VP of Product Development, specifically assigned to the Private Equity and Real Estate business lines. His responsibilities were the implementation of the Business Intelligence Platform for PERA and oversight of technology enhancements for their real estate and family office clients. Shaun started his career at PGIM Real Estate were he support ... (view full description)

Aaron Weaver

CFO
The Bendetti Company

Aaron Weaver is the CFO of The Bendetti Company which is a commercial real estate owner/operator that primarily invests in industrial real estate throughout the western part of the United States. Weaver manages the overall financial risks of the company as well as all financial planning, accounting activities and investor reporting. Weaver also cultivates relationships between debt and equity providers and supports the company in negotiations and due diligence for new acquisitions.    Before joining Bendetti, Weaver held financial and accounting positions at CORE Realty Holdings, LLC and Hines Interests. Prior to his tenure at Hines he worked in audit at PricewaterhouseCoopers LL ... (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)

Rainer Wellige

Chief Revenue Officer
BrainBox AI

Rainer Wellige leads the customer acquisition and strategy at BrainBox AI. His expertise to work with customers in various capacities has led him to build and lead global teams focusing on sales, solution engineering, and innovation with companies such as SAP, Hybris and Bell Canada. At BrainBox AI, Rainer oversees the sales team and marketing initiatives to increase BrainBox AI’s customer footprint and overall revenue on a global front. Rainer focuses on people and realizes that a great team and company culture are key to customer success especially in the technology sector. Connect with Rainer on LinkedIn.

Thomas Wiese

Executive Managing Director, Institutional Solutions
Lombard International

Tom is the Executive Managing Director, Institutional Solutions and Head of the Institutional Business at Lombard International.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Super High Net Worth Individuals.  Lombard International, through its subsidiaries, has over $60 billion in separate account assets under administration. Tom has over 25 years of extensive experience in the insurance, asset management and financial services industries.  Prior to joining Lombard in 20 ... (view full description)
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Event Contacts for Real Estate CFO & COO Virtual Forum

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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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