This is a past event. To see the list of our current events, please click  HERE
9:10 AM - 10:00 AM Eastern Time
Explore the IMN Conference Experience

Finish setting up your IMN profile, peruse the exhibit hall, schedule one on one meetings, connect with sponsoring firms, sign up for one-on-one video meetings through meetaway and more

9:20 AM - 10:00 AM Eastern Time
Workforce Housing 101

What is the difference between workforce, middle income and affordable housing? Are you pivoting into workforce and want to know key attribute of the asset class?  What are some of the government programs that are available? How can I get less costly financing?  

Marie Murphy

Principal and CEO
MJD Capital Partners

John Ward

Turnstone Capital Management
This webinar has been completed. Video of the recorded webinar will be posted soon.
10:00 AM - 10:45 AM Eastern Time
Workforce Housing Market Developments, Economic Climate, Supply/Demand Dynamics & Covid-19 Fallout

• Where is the shortage of supply? How long will it last?
• Risks & challenges of the market
• Tenant demographics
• Rent restricted part of the market
• Latest on vacancy and turns
• Is enough capital coming into the market?
• Is appreciation capped?
• Historic performance
• Impact of stimulus package, jobs and income

Edward Aloe

CALCAP Advisors

Peter Auerbach

Founder and CEO
Auerbach Funds

Inna Khidekel

Bridge Investment Group

Scott Choppin

The Urban Pacific Group of Companies
This webinar has been completed. Video of the recorded webinar will be posted soon.
10:50 AM - 11:20 AM Eastern Time
Keynote Address: Driving Positive Change with Workforce Housing

Bobby Turner

Principal and Chief Executive Officer
Turner Impact Capital
This webinar has been completed. Video of the recorded webinar will be posted soon.
11:20 AM - 11:45 AM Eastern Time
Women in Workforce Housing & Networking Break

Bring your virtual business cards and meet new business contacts, get re-acquainted with old colleagues and hear first-hand about the issues that are important to you in this unique forum.

Visit the virtual exhibit hall to see offerings and raffle prizes from our sponsors.

Julia Boyd Corso

Interstate Equities Corporation

Margaret Potter

Camillo Properties
This webinar has been completed. Video of the recorded webinar will be posted soon.
11:20 AM - 11:45 AM Eastern Time
Sponsor Hosted Roundtables

Alliant StrategicNew Construction 

RenovoBuildings With Less Than 50 Units: Financing, Management & Acquisitions

Rent ButterMinimizing Rent Defaults & Evictions With The Latest Tenant Screening Methodologies

11:45 AM - 12:30 PM Eastern Time
New Construction, Tax Credits & Opportunity Zones For Dedicated Workforce Housing & Mixed-Income Buildings

• Putting green into the equation
• Government-owned ground lease market
• Challenges of the scoring system
• What do you need to do to qualify for an opportunity zone?
• Bonding with local housing authorities and their beautiful tax-exempt bonds and TIF financing
• Can you get tax credits when you build workforce housing?
• What kind of AMI do you need to get the deal done?
• Adaptive reuse: Any government funding available?
• Taking advantage of project-based rental vouchers
• Off-site and prefab building
• Financing public improvements
• How do you make money in workforce housing if the rents are lower than class A

Melanie Pennell-Mayer

Associated Ventures

Eddie Lorin

CEO/ Founder
Alliant Strategic

Beth Mullen

Affordable Housing Industry Practice Leader
CohnReznick LLP

Pauline Thude-Speckman

Meridian Investments

Ola Hixon

Executive Director
PGIM Real Estate
This webinar has been completed. Video of the recorded webinar will be posted soon.
12:35 PM - 1:30 PM Eastern Time
Stimulus Plan Update & Workforce Housing: Putting the Pieces Together & Making the Numbers Pencil

12:35-12:45 PM EST 
Stimulus Plan Update: CARES Act, Cost Segregation, Energy Tax Credit & Incentive Strategies

Learn the latest tax benefits and strategies in the recent CARES Act of 2020, Coronavirus Relief and PPP and as well as the Tax Extenders Bill the end of 2019 that renewed some important original Energy Policy Act incentives for the hospitality industry and design of energy-efficient buildings. Update on all Federal, State and Local programs that may apply retroactively as well as to current and future projects to help maximize results. Valuable tax credit and incentives to be discussed will include Opportunity Zones, EPACT 179D and 45L energy tax credits, Historic tax credits, Solar and Renewable Energy tax credits, and the powerful R&D Tax Credit designed to help architects and engineers who develop new and improved designs, concepts and innovative processes.

12:45-1:30 PM EST
Workforce Housing: Putting the Pieces Together & Making the Numbers Pencil

Many builders emphasize that the cost of land, materials, labor, and applicable governmental mandates, prohibit the feasibility of affordable homes as a profitable business model. How can this problem be solved?

• What kind of margins/returns are you shooting for?
• Issues around size, density, parking, apartment size and unrelated people living together
• Government support and hindrances
• An operational intensive asset… Identifying inefficiencies in the current operations? How much more does it take vs. other residential?
• Which amenities make the landlord ROI in the workforce market?
• Available financing from not-for-profits, governments and impact investors
• How are you designing to market needs?
•  What features that can be eliminated, made multifunctional or economically designed for workforce housing?
• Bringing down the cost with scale and density; smaller dwellings, mixed-use environments, shared amenities, and public areas
• Using different ways to finance a deal to make it worthwhile for the GP while still giving a good return to investors

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

Frederick Cooper

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

Tim Hutter

Allen Matkins

Megan Davidson

VP-Real Estate Group
Alliant Insurance Services

Antonio Marquez

Comunidad Partners

Jonathan Cortell

Managing Director
L+M Development Partners Inc.

Jerry Fink

Managing Partner
The Bascom Group
This webinar has been completed. Video of the recorded webinar will be posted soon.
1:30 PM - 2:00 PM Eastern Time
Workforce Housing Networking Meet-Up Powered by Meetaway & Networking Break


IMN is excited to be able to offer all of our Virtual attendees a unique opportunity to network with their fellow event & industry participants via a series of one-on-one video calls, powered by Meetaway. Over 30 minutes, event attendees will join approximately 7 spontaneous 5-minute calls with their selected matches, based on their desired match objectives and attendee profiles.

March 25 | 1:30 PM - 2:00 PM
Sign up now
Limited places are available to ensure an even balance of attendees so please secure your spot early to participate! 

2:00 PM - 2:45 PM Eastern Time
Ancillary Service ROI, Third-Party Management, Rental Collections, Virtual Tours & The Tenant Side Of The Equation

• Dealing with eviction moratoriums and how recent politics has impacted rent collection
• Managing high turnover, subsidized and voucher tenants: Do you incentive on time payments or renewals? Key performance indicators and the death of FICO
• If a tenant has trouble paying what do you do? How about if he has a major negative on his credit report? Do you direct the tenant to available government programs?
• Fraud prevention and other tenant screening technology
• Is having a clean, safe functional units enough or are USB ports, dog parks, food trucks, Amazon lockers and meeting room with• Best practices for managing from long distance including site specific programs and local regulations
• How many local units do you need to get economies of scale?
• Comparing costs of third-party management for workforce vs. other housing types  

Bruce Wuollet

Bakerson, LLC

Kristina Simonovich

VP of Operations
33 Realty Management

Wesley Wilson

Chief Financial Officer
Avanath Capital

Lani Porter

EVP and Managing Director
CALCAP Properties

Tom Raleigh

Rent Butter, LLC
This webinar has been completed. Video of the recorded webinar will be posted soon.
2:50 PM - 3:35 PM Eastern Time
Debt & Equity Finance: Evaluating The Changes In Current Terms, Structure, Recourse & Leverage

• Financing cost vs. other classes of residential
• Is community bank money available? How about GSE?
• How do lenders look at government grants, bonds, financing and tax credits in the structure?
• Refinancing: Are you letting owners take money out?
• Hot and cold markets
• Financing value-add vs. adaptive reuse vs. construction
• Is it time to lock in the 30 year?
• Capex financing with bridge
• JVs with not-for-profits, public/private partnerships and impact funds
• Comparing fund vs. deal-by-deal: Current fundraising prospects, structures and terms from different equity sources


Warren Horvath

SVP of Capital Markets Advisory
CBRE Affordable Housing

Dan Katz

Managing Director
Colony Capital, Inc.

Shravan Parsi

CEO & Principal
American Ventures LLC

Bruce Fraser

Managing Partner
Elkhorn Capital Partners

Timothy Hoppin

Director, Affordable Housing Production

Brandon Moulton

Senior VP
Renovo Financial
This webinar has been completed. Video of the recorded webinar will be posted soon.
3:40 PM - 4:25 PM Eastern Time
Working With Government, Not-for-Profits & Impact Investors

• How to get in the front door and establish a relationship
• What are your goals? How do you support for-profit owner/developers?
• Starting to see large corporations fund housing…
• How are applicable authorities helping to address workforce housing needs?
• Partnering with philanthropic institutions
• Social-impact bonds, City funds, Government subsidy
• Is LIHTC available?
• When government buys land for housing does it raise the price of all surrounding land? How does this impact the market?

Dana Rowan

Managing Partner
The Exeter Companies

Marcos Morales

Executive Director
Hogar Hispano, Inc.

Keith Rosenthal

President & CEO
Phoenix Realty Group

John Hope Bryant

Partner & Principal
The Promise Homes Company

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing
PGIM Real Estate

Vicki Davis

Managing Partner
Urban Atlantic
This webinar has been completed. Video of the recorded webinar will be posted soon.
4:30 PM - 5:15 PM Eastern Time
How Has COVID-19 Impacted The Markets You Are Playing In? The Large Institutional Player Panel

• What kind of product are you looking for?
• Equity vs. debt?
• Scaling strategy
• Working with the tax credit structure
• What do you look for in a portfolio deal?
• Evaluating the single family rental workforce market
• Are REITs a better vehicle?
• What kind of investors are game?
• Combining value-added workforce housing and a fund

Sean Burton


Noah Hochman

TruAmerica Multifamily, LLC

John Williams

CIO and President

Robert Morse

Bridge Investment Group Partners

Davis Vaughn

Senior Director – Acquisitions
Security Properties
This webinar has been completed. Video of the recorded webinar will be posted soon.
5:15 PM - 6:00 PM Eastern Time
The Single Family Rental Workforce Housing Plenary: Acquisitions, Financing & Property Management

• Evaluating the 2-4 unit vs. single family market
• Build-to-rent is all the rage: Does it work for workforce housing?
• What kind of rehab do you do on your workforce units post-acquisition? How much more rent can you get and keep it affordable?
• What are the financial terms out there? How long can you go? Where can you go?
• Looking at all the new equity out there… What is there to like and dislike about it?
• Comparing tenant turnover and management of workforce vs. traditional SFR
• Virtual tours… Worth not shlepping to the showing?
• Which amenities do workforce housing SFR tenants expect? Would pay for?
• Maintenance saving devices and strategies
• The latest rent collection numbers and how have you been dealing with tenants who can’t pay the rent?

Kathy Fettke

Real Wealth Network

Jennifer Gunnels

Chief Operating Officer
Realty Haven, LLC Property Management

Kirk Nail

Regional Portfolio Manager
VineBrook Homes

Howard Fife

Westport Capital Partners, LLC
This webinar has been completed. Video of the recorded webinar will be posted soon.
6:00 PM - 6:45 PM Eastern Time
Regional Roundtables: East

Bring your virtual business cards and meet new business contacts, get re-acquainted with old colleagues and hear first-hand about the issues that are important to you in this unique forum.  Feel free to compare notes on cap rates, local market challenges and the latest acquisitions, dispositions and construction.

Billy Haddad

Senior Analyst
Partners Path Capital
This webinar has been completed. Video of the recorded webinar will be posted soon.
6:00 PM - 6:45 PM Eastern Time
Regional Roundtables: Midwest

Bring your virtual business cards and meet new business contacts, get re-acquainted with old colleagues and hear first-hand about the issues that are important to you in this unique forum.  Feel free to compare notes on cap rates, local market challenges and the latest acquisitions, dispositions and construction.

Dave Garrigus

Clear Capital, LLC

Josh Tobey

Clear Capital
This webinar has been completed. Video of the recorded webinar will be posted soon.
6:00 PM - 6:45 PM Eastern Time
Regional Roundtables: Sunbelt

Bring your virtual business cards and meet new business contacts, get re-acquainted with old colleagues and hear first-hand about the issues that are important to you in this unique forum.  Feel free to compare notes on cap rates, local market challenges and the latest acquisitions, dispositions and construction.

Biff Pusey

Co-Founder & Member
CrossGrain Family Investments LLC

Russell Appel

Praedium Group, LLC
This webinar has been completed. Video of the recorded webinar will be posted soon.
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Event Contacts for Workforce Housing 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 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.

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  • Advertising & Marketing

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    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.

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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