Sean Armstrong

Managing Principal
Westport Capital Partners LLC

Mr. Armstrong is the Managing Principal of Westport Capital Partners LLC. He is one of three portfolio managers for its investment funds. Westport’s funds are principally focused on making opportunistic and distressed investments in real estate, mortgage debt, marketable securities and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and life-cycle of a real estate asset.    Throughout his career, Mr. Armstrong has been responsible for office, retail, self-storage, multi-family, industrial and hotel  investments across the United States, Europe and Japan. His experience runs the gamut from property acquisition throug ... (view full description)

Andrew Auerbach

Partner
Bryan Cave

Andrew Auerbach is a real estate private equity lawyer with over 15 years of experience structuring, negotiating and documenting complex real estate finance transactions across all asset classes. Andy has broad experience representing borrowers and lenders in all aspects of financings, including senior and subordinate loans, mezzanine loans, securitized loans, construction loans and preferred equity investments.  He also represents clients in connection with distressed situations, including workouts, foreclosures and restructurings.    Andy is the leader of the firm’s Real Estate Private Equity and REITs practice, working with his team to address client challenges and seize oppor ... (view full description)

Chris Barbier

Industry Principal
Yardi Systems

Chris Barbier is the Industry Princip[al – Investment Management at Yardi focused on institutional investor and fund managers.  He has over 27 years of experience working with global software, financial, and professional service businesses focused mainly on the investment aspects of the real estate and private equity industry.  Prior to starting his career in Real Estate, Chris worked as a CPA doing financial and technology audits at Ernst & Young.  Chris holds a B.Sc. in Accounting and Finance from La Salle University and an MBA from Villanova University.
 

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)

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (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)

Jeff Bush

President
Standish Real Estate

Jeff is Predisent of Standish Real Estate and a Partner and Managing Director at Standish Management, where he leads both Standish Real Estate Services and also leads the real estate funds practice for Standish.   Jeff has extensive experience in accounting, financial reporting and administration of private equity funds and various real estate entities. Before joining Standish, Jeff was a Principal at Capital Analytics, where he led the Real Estate private equity group. Prior to Capital Analytics, Jeff was a Manager at PricewaterhouseCoopers where he managed audits, primarily of alternative and real estate investment funds. Prior to PWC, Jeff was Regional Controller at Trammel Cr ... (view full description)

Emily Butler

Partner
CohnReznick LLP

Audit Partner in our Bethesda, MD office. Over 15 years experience workign with owners and operators of various asset classes throughout the US and experience with PE RE funds. Familiar with GAAP , ASC 946 reporting, IFRS and income tax basis reporting. 

Susan Charendoff

Investor Relations
Antheus Capital

Peter Ciganik

Managing Director
GTIS Partners

Peter Ciganik is a Managing Director of Strategy, Research and Investor Relations at GTIS and leads the Investor Relations and Client Services functions across the Firm’s investment vehicles. In addition, Mr. Ciganik is responsible for the Firm’s macro and investment research, global strategy and new business development. Mr. Ciganik’s experience in the real estate industry began in 2002. Prior to joining GTIS in 2007, Mr. Ciganik worked with Morgan Stanley Real Estate Funds (MSREF) in London, and with Lehman Brothers Real Estate Partners (LBREP) in New York. In his prior engagements, Mr. Ciganik was responsible for the evaluation, financial modeling and due diligence of eq ... (view full description)

Jeff Cline

Executive Director
SVN | SFRhub Advisors

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

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)

Christian Dalzell

Co-Founder & Managing Partner
Counter Management LLC

In May 2019, Mr. Dalzell and Mukang Cho, Founder and Owner of Morning Calm Management, LLC (“MCM”) created and launched Counter Management LLC (“Counter Management”), combining two institutional quality private equity investment management and commercial real estate investment platforms to create an accretive, strategic, partnership to acquire multifamily and residential mixed‐use properties in targeted urban centers or major MSAs across the United States. Counter Management owns and controls nine (9) properties with 290 units and 15,000 sf of commercial space located in Center City, Philadelphia, PA. Counter Management sourced and capitalized all of its transactions (the nine assets w ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley a Partner & COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated over 200 multi-family apartment communites across 25 states, representing apartment homes for over 33,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition, operation, and development of various commercial real estate projects r ... (view full description)

Marc Davidson

Managing Director and Portfolio Manager
AEW Capital Management, L.P.

Marc L. Davidson is a Managing Director of AEW and Portfolio Manager for the AEW Partners Funds, overseeing portfolios with an aggregate value of approximately $1.2 billion. He is responsible for evaluating and negotiating new investment opportunities and for managing the execution of the business plan for each investment asset. Mr. Davidson is also a member of AEWs Investment Committee and Risk Management Committee. The AEW Partners Funds are a series of real estate opportunity funds targeted toward investors who seek to achieve high risk-adjusted returns.Mr. Davidson joined AEW in 1995 and has 29 years of experience in real estate consulting, property management and development ... (view full description)

Brian De Lowe

Principal
Kor Group

Brian is a Principal with The Kor Group, a fully-integrated real estate investment, development and management firm based in Los Angeles.  He is also President and Co-Founder at Proper Hospitality, where Brian leads the sourcing of new business and strategic partnerships and is responsible for overall corporate strategy, including the conceptualization and development of the Proper brand.  As Principal at The Kor Group, Brian leads corporate strategy and the sourcing and execution of acquisitions. Since 2004, Brian has successfully closed over $500 million of acquisitions and $500 million of dispositions with the company. Brian's prior roles have included Vice President of Busine ... (view full description)

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

With over 35 years of experience in commercial real estate, Jon Dishell has an extensive background across the spectrum of real estate capital markets activities.  His tenure in the institutional investment arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where most of his career was spent.  As a precursor to its 2006 IPO, DEI sponsored nine institutional commingled real estate funds, and two more as a public company, all totaling $1.9B.  For nine of these funds Jon was responsible for all investor relations functions within the firm inclusive of partner solicitation, client servicing, investor reporting, and consultant interface.  Additionally, for ... (view full description)

Adi Divgi

President & CIO
EA Global LLC

Adi Divgi has been President and CIO of EA Global, his family investment vehicle, since its 2005 inception. He is also Head of Alternative Investments at Catalina, a $3+bn AUM reinsurer. Prior to his current institutional investor role, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management from March 2011 to April 2014. With approval from the 4 participating Boards of Trustees, he executed $3.6 billion in capital commitments. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pe ... (view full description)

Jonathan Epstein

Managing Partner
BentallGreenOak

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the ... (view full description)

Thomas Errath

Managing Director
Harrison Street

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

Matthew Ertman

Partner
Allen Matkins Leck Gamble Mallory & Natsis LLP

Matthew Ertman is a partner in the Los Angeles office of California-based law firm Allen Matkins and is the director of the firm's Corporate and Finance Group and co-chair of the firm’s Investment Management Group. Working with companies and individuals to structure and execute successful deals and investment vehicles—acquisitions and dispositions, debt and equity offerings, and investment funds—Matt brings certainty and efficiency to the transactions he leads. His clients value his ability to identify and eliminate problems that generate unnecessary risk. Matt helps his clients – both sponsors and investors – form and capitalize a variety of investment funds, from private ... (view full description)

Doug Faron

First Vice President, Investments
CIM Group

Doug Faron serves as a Vice President, Investments at CIM Group. He is responsible for sourcing, structuring and executing real estate equity and debt investments across asset classes with a focus on primary markets in the United States. Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economics and International Relations from Brown University and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Doug resides in Venice, California with his wife and ... (view full description)

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Mr. Fisher joined Oaktree in 1995. He is a managing director and co-portfolio manager of Oaktree’s Real Estate Opportunities strategy. Mr. Fisher has been involved in the investment, management and fund raising of its real estate funds and predominantly focuses on West Coast opportunities. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, multi-family, hotels, retail, residential, industrial, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an assistant vice president in the Special Cre ... (view full description)

CJ Follini

Managing Director
Noyack Family Office

CJ Follini has more than 30 years of experience in the acquisition, development, and management of professional real estate across numerous asset classes. In fact, CJ is acknowledged to be a leading expert on alternative real estate such as: healthcare facilities, cold storage logistics, structured parking, media infrastructure, and brownfield redevelopment. CJ’s career highlights include:    development of a 400-acre site with Rockefeller Group Properties for the expansion of their renowned International Tra ... (view full description)

Dara Friedman

Managing Director
BentallGreenOak

Dara Friedman is a Managing Director and Co-Portfolio Manager of the BentallGreenOak U.S. Core Plus Fund. In addition to her portfolio management responsibilities, she focuses on new product development efforts and U.S. acquisition strategies throughout the platform.Dara joined the firm as Senior Vice President and Co-Portfolio Manager of the U.S. Strategic Value Fund from Morgan Stanley Real Estate Advisors in 2017. At Morgan Stanley, Dara executed over $2 billion of real estate acquisitions through various asset classes, including office, multifamily, nonperforming loans, land development, and hospitality. ... (view full description)

Andrew Gindy

Principal
Walton Street Capital LLC

Andrew Gindy is a Principal in the acquisitions group at Walton Street Capital. He is primarily responsible for sourcing, evaluating, and executing new equity investments on behalf of the firm’s flagship series of value-add opportunistic funds. He has been involved in direct real estate investments, portfolio transactions, joint-ventures, and developments across North America and Western Europe. Mr. Gindy earned his Bachelor of Science degree from Cornell University. He is a member of ULI and the AHLA Investment Roundtable.
 

Jay Glaubach

Partner
Ares Management

Mr. Glaubach is a Partner in the Ares Real Estate Group, where he runs the group’s equity investment activities across the Western United States. He is also the Co-Portfolio Manager of the US Real Estate Opportunity Funds, and serves on the group’s Investment Committee. Prior to joining Ares in 2014, Mr. Glaubach was a Managing Director at DLJ Real Estate Capital Partners, where he headed the firm’s West Coast office. Mr. Glaubach previously worked in Mergers and Acquisitions at ING Barings in New York, London and Frankfurt. Mr. Glaubach has served on the Board of Directors of Montage Hotels & Resorts and as an Adjunct Professor of Real Estate at the University of Southern California. He ... (view full description)

Jonathan Glick

Managing Director
Incubation Capital Partners LLC

Mr. Glick is a Founder and Managing Director of Incubation Capital Partners LLC, a merchant banking platform focused on next generation and emerging real estate investment managers. Mr. Glick brings to Incucap extensive investment banking and private equity experience, and has spent his real estate career focused on underwriting operating partners as both a principal and advisor. By doing so, Mr. Glick has developed an extensive network of relationships with both LPs and GPs across the globe. Over his career, Mr. Glick has played an integral role in approximately $10 billion of M&A transactions, and assisted in the raising of approximately $1 billion in debt and equity capital, including ... (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)

Aaron Greeno

Partner, Head of West Coast
Dune Real Estate Partners

With experience investing in real estate across various geographies, asset classes and transaction structures, Mr. Aaron Greeno brings a breadth of knowledge, deep industry relationships and proven leadership capabilities to Dune. Based in Los Angeles, Mr. Greeno is responsible for originating and evaluating new investment opportunities, executing on value creation strategies and continuing to build and oversee Dune’s business on the West Coast. Prior to joining Dune in 2020, Mr. Greeno was a Managing Director at Morgan Stanley, where he was co-head of U.S. Investments for the firm’s real estate investing group, overseeing investment activities and managing the acquisition team o ... (view full description)

Lauren Hochfelder Silverman

Managing Director
Morgan Stanley

Allie Hope

Chief Development Officer
Virgin Hotels

Allie is responsible for implementing Virgin Hotels’ global growth strategy. Allie’s primary responsibilities include sourcing and acquiring properties in key gateway cities, and structuring transactions that work for Virgin Hotels and our Owner/Developer partners. Prior to joining Virgin, Allie worked on acquisitions, dispositions and asset management at Sunstone Hotel Investors where she was instrumental in the acquisition and disposition of over $1 billion of hotel transactions. Allie was previously a partner at HMR Analytics, a hospitality asset management firm based in California, and a consultant with PKF Consulting, one of the top advisory services firms in the hospitality industry. O ... (view full description)

Melissa Houston

Head of Sales
Juniper Square

Richard Hurd

Chief Investment Officer
Waterton Associates

Mr. Hurd joined Waterton in 2013 and serves as chief investment officer. Mr. Hurd collaborates with Waterton’s executive management and works closely with Waterton’s acquisition and capital market teams to oversee all real estate transactions. He helps to set strategy and further develop Waterton’s market focus, investment execution and network of industry relationships. Mr. Hurd participates on Waterton’s leadership and investment committees.Mr. Hurd has almost 30 years of real estate investing experience with a strong focus on multi-family. Prior to joining Waterton, Mr. Hurd was the co-founder, president and chief investment o ... (view full description)

Drew Ierardi

Managing Director, Investments
Exelon Corporation

Drew Ierardi is a Managing Director of Investments in the Investment Office at Exelon Corporation, where he leads the team that invests across the full range of return generating assets including private equity, real estate/real assets, and credit strategies across the liquidity spectrum among Exelon's $43 billion in trust assets. These include the pension, nuclear decommissioning trusts, employee savings plan, and retiree healthcare trusts. Prior to leading the Private Markets group, Mr. Ierardi was a Senior Portfolio Manager focused on real estate and real assets, as well as coordinator of Exelon’s emerging markets investment strategy across asset classes. Prior to joinin ... (view full description)

Jason Illoulian

CEO
Faring

Jason Illoulian is the CEO of Faring, a West Hollywood-based investment firm specializing in real estate and technology investments. Mr. Illoulian is currently developing more than $2 billion of office, hotel, industrial, self storage, retail and multi-family real estate. These transactions range from a $500m industrial facility to a $400m office and hotel project.  Since 2009, Faring has invested both with operating partners and directly in US real estate assets. Faring was also a seed round investor in technology companies such as Peloton and OurPlace.   Mr. Illoulian is a graduate of Georgetown University’s School of Foreign Service, holds an MDesS from Harvard University and ... (view full description)

Zain Jaffer

CEO
Zain Ventures

Stan Kafka

Principal
Freedom Financial Funds, LLC

Stan has more than 50 years of experience in the Banking industry. Prior to joining Freedom Financial Funds, he was a Managing Director at Partners Capital Solutions, an Executive Vice President, and Division Manager at City National Bank's Real Estate Group for 16 years preceded by 25 years at Union Bank in Real Estate Loan Administration underwriting over $10 billion of development financing, and President of Stanco Properties which provided specialized products and services for Developers. Stan serves as a Board member at USC's Lusk Center for Real Estate, and is an honor's graduate from Pepperdine University's PKE/MBA program. Stan also holds Bachelor of Science degrees ... (view full description)

Daniel Kaplan

Partner
EA RESIG LLC

Dan is a member and a Partner of EA RESIG. He oversees a wide variety of distressed and opportunistic, equity and debt funds. Dan began his career in 1994 in the Real Estate Group at KPMG, LLP in New York.  From 2006 through 2009, Dan served as the Chief Financial Officer of Island Global Yachting (“IGY”), a boutique real estate investment fund, helping build it into the world’s largest developer and operator of luxury marinas.  IGY was founded by former senior executives of Insignia Financial Group, a NYSE traded company.  From 2000 to 2003, Dan served in a variety of roles at Insignia, primarily as the Chief Financial Officer of Insignia’s resident ... (view full description)

Ronald Kaplan

Partner, Commercial Real Estate 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)

Vivek Kartha

CEO
Workspace

Vivek currently serves as CEO at WorkSpace, following a career in corporate strategy, M&A, and operational turnarounds. Vivek joined the WorkSpace team as President from Alpine Investors. Most recently, he served as Director of Corporate Strategy and M&A at American International Group, focusing on repositioning the firm’s global commercial footprint. Before that, he spent several years in strategy consulting with Deloitte. Vivek holds an MBA from Harvard Business School and a B.A. in Economics and Philosophy from Case Western Reserve University.
 

Alvin Katz

Partner
Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Real Estate Group at Katten Muchin Rosenman LLP, where he has a widely diversified practice representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. During his more than 40 years practicing law Alvin has been involved in virtually every aspect of the real estate industry. In recent years his practice has focused primarily on representing both equity capital providers and sponsors in real estate joint ventures and related transactions. His clients include real estate private equity funds, i ... (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)

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Michael has over 35 years of experience in finance and company operations.  He has successfully started and operated three companies, several divisions for his employers and has originated, approved or worked out billions of dollars in loans to both corporate and real estate clients.  Michael started his career at Union Bank in Los Angeles, where he completed the Management and Credit training program.  He has worked for money center, regional and community banks, including Chase Manhattan Bank, Union Bank, Wachovia Bank and China Trust Bank.  Prior to founding Freedom Financial Funds, LLC, he co-founded and served as the Chief Operating Officer of Partners Capital Solutions, Inc. (PCS) wher ... (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)

David Lowery

Head of Research Insights
Preqin

Dave Lowery has worked in a variety of roles within the finance industry in a career spanning more than 20 years. Dave gained experience as a multi-asset portfolio manager for UHNW private clients, as well as insurance companies and pension funds. He also worked as an equity analyst on both the buy-side and sell-side, has managed real estate portfolios and has covered geographies around the world, often appearing on CNBC Squawk Box and Bloomberg TV. More recently, Dave has worked for HM Treasury in its Infrastructure UK division, led Asia Pacific and alternative real estate research at AXA IM – Real Assets and set up a Strategy Research function at NTT Global Data Centers, the wo ... (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)

Graham McConnell

CEO
Nth Round

Graham is an entrepreneur with strong passions in finance and technology, especially software development, cyber-security, and blockchain protocols. After stints at TA Instruments and Savana, Inc., Graham joined Relay Network, where he served as product owner, managing priorities for a team of twelve software developers and test engineers. Drawn to finance, Graham then joined AJO Partners ($25B AUM), a top-tier quantitative investment firm, where he oversaw software development. Today Graham runs all aspects of Nth Round operations: from product development, to sales and marketing, to customer support. ... (view full description)

Judy McMahan

Portfolio Manager Real Assets
UPS Investments

Judy earned a Bachelor of Commerce degree from the University of Guelph, Canada.  She began her career in real estate with a major life insurance company and has 22 years of real estate experience in both equity and debt positions.  On the equity side, she was responsible for the development and implementation of business plans for a portfolio of assets.   Her debt experience includes nearly $1 billion of direct loan originations and portfolio management, as well as fund administration for a series of high yield debt funds.  Most recently, Judy joined UPS as the Portfolio Manager - Real Assets, responsible for investing and portfolio management of a $1.6 billion real estate portfolio. United ... (view full description)

Paul Moore

Founder & Managing Director
Wellings Capital

After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm  five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight. Paul later entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful ... (view full description)

Jonathan Needell

President & Chief Investment Officer
Kairos Investment Management Company

Jon Needell joined Redwood-Kairos in 2006 and has served as its Chief Financial Officer and Chief Operating Officer. Mr. Needell is currently President and Chief Investment Officer, responsible for overseeing acquisition and development underwriting and analyses, dispositions, and asset management. Mr. Needell also oversees all strategic and business planning, sourcing and structuring of construction, mini-perm, permanent debt, and joint venture equity financing, financial reporting, and lender and equity partner relations.From 2003 to 2006, Mr. Needell was the Investment Director and C ... (view full description)

Chris Niederpruem

Managing Director & Group Head of Real Estate Finance
CIT Group

Chris Niederpruem is managing director and group head of Real Estate Finance at CIT.His team provides stabilized, value-add and construction loans between $25 million and $150 million to highly experienced and well-capitalized sponsors.  The team originates, underwrites and manages the loans, which are primarily focused on office, multifamily and industrial properties in major markets nationwide.Prior to CIT, Niederpruem served as director of U.S. Property Finance for Bank of Ireland where he was responsible for new business origination. ... (view full description)

Rick O'Brien

President & CEO
Athena Real Estate, LLC

Athena Real Estate, LLC is a real estate investment and services firm focused on specialty collateral types, including: self-storage facilities, manufactured housing communities, and RV parks/resorts (see www.AthenaRealEstate.com). Athena Real Estate and its affiliates currently operate 21 properties including 9 mobile home parks, 6 RV parks, 6 self-storage facilities, and a Florida mobile home and RV dealership. 17 of Athena’s properties are in Florida. Of the 12 parks that Athena owns and operates, 8 are 55+ communities. Athena generally acquires properties on the East Coast from Florida to Maine, but will opportunistically acquire assets nationwide. The Company's operating philosophy is t ... (view full description)

Ryan Phillips

VP of Sales
Appfolio Investment Management

Ryan Phillips has been in the software technology industry for over 13 years. He started his career in the web-conferencing space, selling the GoTo Suite for Citrix Online, who is now LogMeIn. Ryan transitioned to the Real Estate industry in 2013, joining Appfolio and working very closely with property managers around the country. Ryan has led multiple teams selling Appfolio’s Property Management software, and recently joined the Investment Management division to head up Sales. Ryan has personally witnessed the rise and impact that technology has had on the Real Estate Mega-Vertical, specifically how those who have adopted technology have come out ahead, and while those slower to ... (view full description)

Perry Pinto

Principal
Walton Street Capital, LLC

Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States.Mr. Pinto is a founding member of WSC and has been with the firm since its inception in 1995. Prior thereto, Mr. Pinto was an associate with JMB Realty Corporation. Mr. Pinto ... (view full description)

Devan Popat

Partner
Katten Muchin Rosenman LLP

Devan H. Popat is an attorney and partner at Katten Muchin Rosenman LLP. Devan focuses his practice on commercial real estate transactions, including acquisitions, dispositions, development, venture formation, finance, property management and leasing. He advises funds, real estate investment trusts (REITs), high-net-worth individuals, operators, developers, financial institutions and insurance companies on all aspects of real estate.  Devan has worked on a broad range of real estate assets, including office buildings, multifamily and student housing projects, industrial facilities, retail centers, hotels and resorts, senior housing and health care facilities, self-storage, ... (view full description)

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for CPRE.  Ms. Potts has been with Canyon Partners for 13 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners’ real estate platforms and holds a seat on all Canyon Partners real estate investment committees.  During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $6 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, student housing and mixed-use.  Ms. Potts previously worked in the Fi ... (view full description)

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)

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Dan Rosenbloom

Managing Director of Investments
Cadre

Dan joined CADRE in 2016 as a Managing Director managing the investment team and is a member of the Investment Committee. In his capacity as Managing Director at CADRE, Dan is responsible for overseeing the team sourcing, underwriting and structuring private-market real estate equity opportunities. He has invested in both equity and debt capital across various product types and geographic locations. At CADRE, Dan has also spear headed the sourcing and execution of Cadre’s Opportunity Zone Program.    Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Prop ... (view full description)

Alain R’bibo

Partner
Allen Matkins

Alain R'bibo is a partner in the Century City office of California-based law firm Allen Matkins. Alain represents a diverse group of clients, ranging from private individuals and closely-held entities, to REITs, pension funds, and institutional owners and investors. His practice focuses on commercial real estate transactions and covers a wide variety of real estate matters, with an emphasis on advising clients in the acquisition, disposition, leasing and day-to-day management and operation of commercial real estate across the country, including office, retail, industrial and multifamily properties. In acquisitions and dispositions, Alain navigates clients throu ... (view full description)

Vicky Schiff

Managing Partner
Mosaic Real Estate Credit

 Vicky Schiff is the Co-Founder of MREC Management, LLC and its affiliate co-mingled open-ended fund Mosaic Real Estate Credit (collectively “Mosaic”) which is focused on origination and managing short and medium term structured real estate debt investments.  Mosaic has originated over $2.3B as of December 2019. Ms. Schiff’s investment career began in the early 1990s as an acquisitions and diligence executive in Los Angeles, where she worked on approximately $1 billion in real estate transactions. Ms. Schiff is a career entrepreneur, co-founding 5 firms since 1996 including 1) A real estate investment and development company and affiliated management company wi ... (view full description)

Mark Schlossberg

Managing Principal
Southwest Value Partners

Mark Schlossberg is a Managing Partner at Southwest Value Partners. Mr. Schlossberg sources, negotiates, and executes upon the firm’s various investments, financings, value creation, and dispositions. Prior to SWVP, Mr. Schlossberg practiced as a Certified Public Accountant with an emphasis in real estate. He has more than 35 years of relevant work experience. Mr. Schlossberg was a founding member of the Board of Directors of Torrey Pines Bank and has previously served on the Board of Trustees and associated committees of various charitable organizations.
 

Bleecker Seaman

Co-CEO
Broadshore Capital Partners

Bleecker P. Seaman, III, Co-Chief Executive Officer of Broadshore Capital Partners with shared responsibility for oversight and management of the firm’s investment management business. Broadshore is jointly owned by Guardian Life Insurance Company of America and Broadshore’s senior management team.  Mr. Seaman is chairman of the firm’s Investment Committee and is actively involved in investment strategy, portfolio management and client servicing on behalf of the firm’s clients.    Previously, Mr. Seaman served in a similar capacity for Broadshore’s predecessor company, Lowe Enterprises Investors.  He also held positions as CFO and as an Acquisition Officer in Low ... (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.
 

Brandon Sedloff

Managing Director
Juniper Square

Brandon Sedloff is Managing Director and Head of Business Development at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder and remains the Chair (a volunteer role) of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry.  Previously, Brandon spent nearly 7 years in Hong Kong where he was Head ... (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)

James Solomon

Managing Partner
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations. He is a member of the firm’s Investment Committee and Management Committee. Mr. Stewart has 20 years of real estate investment and operating experience, involving over $2 billion of diverse real estate transactions throughout the United States and Canada. He was most recently Senior Manager of Acquisitions at M.D.C. Holdings, Inc., one of the nation’s largest public home builders, where he had responsibility for origination and execution of land and corporate investments throughout the company’s footprint. Mr. Stewart j ... (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.

Alan Todd

Managing Director, Head of U.S. CMBS Strategy
BofA Global Research

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Global Research.  In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets.Alan brings almost 20 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls.  Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008.  Alan ranked in the Top 2 for CMBS in the Institutional Investor All-America Fixed Income Research team survey each year since 2009 an ... (view full description)

Heather Turner

CEO & Co-Founder
Tamarack Capital Partners

Ms. Turner is the CEO and co-founder of Tamarack Capital Partners, a privately held real estate investment firm specializing in hospitality assets across the U.S.  Prior to founding Tamarack, Heather was a Managing Partner at DiNapoli Capital Partners. Earlier in her career, she headed west coast hotel investments for Broadreach Capital Partners and Maritz Wolff, and worked for The Walt Disney Company’s theme park and hotel group. Ms. Turner is member of ULI and the hotel development council, AHLA and its investment roundtable, and a past president and board member of HAMA.  She earned a BS from Florida State University and an MBA from Harvard Business School. 
 

Kenneth Weissenberg

Partner
EisnerAmper LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years. Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He ser ... (view full description)

Naseem Wenzel

Partner
CohnReznick Advisory

P.J. Yeatman

Managing Partner
Corten Real Estate Partners

P.J. Yeatman is a Managing Partner of Corten Real Estate Partners where he leads special situations investing, capital strategy, and serves as the portfolio manager for CREF I.  Mr. Yeatman has more than 25 years of investment experience in real estate private equity.  Mr. Yeatman was previously the Head of Private Equity Real Estate for CenterSquare Investment Management, the real estate investment subsidiary of BNY Mellon. In that role he was responsible for managing all aspects of a $2 billion private equity business consisting of three discretionary commingled value add funds and two non-discretionary separate accounts. He served as the Chairman of the Investment Committee an ... (view full description)

Michael Zysman

Managing Principal
City Bay Capital LLC

Mr. Zysman has more than 20 years of commercial real estate experience and has been involved in more than 145 closed transactions totaling over $2.2 billion across most product types, including: multifamily, office, retail, industrial, affordable housing, student housing, military housing, condo conversion and ground-up development.    Prior to forming City Bay Capital LLC, Mr. Zysman was a Director at Arbor Realty Trust.  He has also held acquisition and asset management roles at Reckson Strategic Venture Partners, LLC, Time Equities, Inc., The Bainbridge Companies, The New Dawn Companies, and LNR Partners LLC. ​ Mr. Zysman holds a Bachelor of Business Administration ... (view full description)
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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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