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Edward Aloe

President
CALCAP Advisors

Mr. Aloe is the Founder and CEO of CALCAP Advisors. He is responsible for overseeing the day to day operations and performance of the company and its affiliates, CALCAP Lending, CALCAP Properties and CALCAP Asset Management. Mr. Aloe is also Chairman of the company’s Investment Committee responsible for guiding the overall investment strategy of the firm. CALCAP has raised over $350 million from over 300 high net worth investors. Prior to founding CALCAP, Mr. Aloe was a Regional President for IndyMac Bank, where he was responsible for managing the Correspondent Lending Division for the Western U. S.  He was a Founding Membe ... (view full description)

Russell Appel

President
Praedium Group, LLC

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has overseen all aspects of The Praedium Group's activities, including its strategy and its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB's Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director. At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman S ... (view full description)

Peter Auerbach

Founder and CEO
Auerbach Funds

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $1 billion of real estate assets comprising over 9.4 million square feet. Prior to founding Auerbach Funds, Peter was the Chief Investment Officer of ALTO Real Estate Funds. During his tenure, ALTO Fund II purchased 36 assets with a value of over $540 million. Prior, Peter worked in real estate acquisitions for Wexford Capital, a private equity and hedge fund. Earlier, Peter was the Head of Acquisitions for Property Resources Corporation, a New York multi-family owner-operator, and was Head of Financial Analysis for Grubb & Ellis in New York. Peter started his career in the investment banking an ... (view full description)

Julia Boyd Corso

President
Interstate Equities Corporation

Julia is Co-President and Chief Operating Officer responsible for corporate operations and oversight of portfolio business plan execution. She sets the strategic direction of the company and its investment activities as a member of its Investment Committee. Prior to IEC, Julia worked in management consulting for Accenture. Julia graduated summa cum laude from Emory University with a B.A. in Economics and holds an M.B.A. from the Stanford Graduate School of Business. She is a member of the Urban Land Institute and the Stanford Real Estate Council.
 

Sean Burton

CEO
Cityview

 Sean Burton is the Chairman and Chief Executive Officer of Cityview. Cityview is a real estate investment firm that uses institutional capital to build urban mixed use and multifamily assets.  Cityview has invested in and developed over $4 billion of urban assets across more than 100 projects in Western U.S., Colorado and Texas.Mr. Burton currently serves as the President of the Los Angeles Board of Airport Commissioners, which oversees LAX and Van Nuys airports.  He previously served on the Los Angeles City Planning Commission where he chaired the subcommittee overseeing approval of the proposed Nationa ... (view full description)

Scott Choppin

Founder
The Urban Pacific Group of Companies

Frederick Cooper

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

Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and in Washington, D.C. In 2020, Fortune magazine named Toll Brothers the World’s Most Admired Home Building Company, the sixth year in a row it has been so honored.   Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relatio ... (view full description)

Jonathan Cortell

Managing Director
L+M Development Partners Inc.

Jonathan Cortell is a Managing Director at L+M Development Partners with a particular focus on extending the firm’s business beyond New York City. Since joining L+M in 2005, Jon has represented the firm on multiple transactions, and is working on mixed-income and mixed-use transactions in New Jersey, specifically in Downtown Newark and Jersey City. Prior to joining L+M, Jon was the Vice President and Director of Development at the New York State Housing Finance Agency (HFA). In 2015, Jon was the recipient of the Rising Star Award at the Multifamily Executive Awards. Jon has a BA and a MPA from Columbia University as well as a MBA from New York University’s Stern ... (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)

Megan Davidson

VP-Real Estate Group
Alliant Insurance Services

Megan Davidson is a Vice President within the Real Estate Group at Alliant Insurance Services. Megan ... (view full description)

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing
PGIM Real Estate

Lisa Davis is an executive director at PGIM Real Estate and portfolio manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy, including the creation of a new impact investing fund.Most recently, Lisa was director of Investor Relations and Specialty Originations at Pembrook Capital Management, where she raised capital from institutional investors for commercial real estate i ... (view full description)

Vicki Davis

Managing Partner
Urban Atlantic

Vicki Davis is responsible for managing the acquisition, planning, design, and implementation of all Urban Atlantic projects, and asset management of properties that the company owns and its Mid-City Community CDE investment portfolio. With over 30 years of experience in real estate development, she formerly served as Deputy Director of the Maryland Housing Fund at Maryland DHCD. Her experience also includes portfolio management for MNC Financial-South Charles Realty and multifamily development for Trammell Crow Residential. As Managing Partner of Urban Atlantic Development, Ms. Davis has managed developm ... (view full description)

Kathy Fettke

Co-CEO
Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Howard Fife

Principal
Westport Capital Partners, LLC

Howard Fife joined Westport Capital Partners LLC in August of 2006 as Principal and Head Trader and is responsible for sourcing investments in the public and private markets. These may be primary or secondary investments. Mr. Fife comes to Westport from the High Yield and Distressed Group of Jefferies and Company, where he covered a number of large hedge funds. Prior to joining Jefferies in 2002, he was a Director at Lazard, Freres and Co. in the International High Yield and Distressed trading department. In 2001, he helped launch Lazard's successful Debt Recovery Fund. Earlier, he worked at both Prudential Securities and Donaldson, Lufkin & Jenrette. Mr. Fife received his Bachelor of Ar ... (view full description)

Jerry Fink

Managing Partner
The Bascom Group

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

Bruce Fraser

Managing Partner
Elkhorn Capital Partners

Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of nearly $500M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisitions.  He is a disciplined quantitative investor that successfully utilizes macro-economic indicators that are the basis for the proven top-down investment approach. After having been heavily invested ... (view full description)

Dave Garrigus

Partner
Clear Capital, LLC

David has been an active part-time real estate investor for over 10 years, since partnering with a buisness school classmate and forming Clear Capital, LLC. Through Clear Capital and the brokerage Castlewood Properties formed soon after, David invests in single and multi-family residential rental property, mixed-use and commercial property, industrial land, tax liens and deeds, non-performing mortgages, and the syndicated deals of other investors. Clear Capital, LLC currently owns more than 100 properties of various sizes and types, including approximately 250 homes and apartments. Geographically Clear Capital focuses on suburban Lake County, IL and more recently Kenosha County, WI. Real est ... (view full description)

Jennifer Gunnels

Chief Operating Officer
Realty Haven, LLC Property Management

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

Billy Haddad

Senior Analyst
Partners Path Capital

Billy develops new relationships, performs due diligence on potential ventures, and manages existing holdings for Partners Path. Partners Path focuses on anchor capital, co-GP, and programmatic joint venture relationships with local operators across the country. Partners Path invests throughout the capital stack and in all asset classes. Previously, Billy worked in the Credit Risk and Public Finance divisions of Barclays for over five years. Billy received his BS in Economics from the Wharton School of Business at the University of Pennsylvania.

Ola Hixon

Executive Director
PGIM Real Estate

Ola Hixon is an executive director at PGIM Real Estate and assistant portfolio manager on the U.S. Value-Add team. Based in New York, Ola will focus on setting fund strategy and on oversight of asset management and transactions for the Impact Value Partners (IVP) fund and the U.S. Property Fund (USPF) series.  ... (view full description)

Noah Hochman

Co-Chief Investment Officer & Head of Capital Markets
TruAmerica Multifamily, LLC

John Hope Bryant

Founder & CEO
The Promise Homes Company

John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. He is named as Atlanta Business Chronicle’s “The Power 100: Most Influential Atlantans in 2020”, and American Banker magazine's 2016 “Innovator of the Year”, and one of Time magazine’s “50 Leaders for the Future”.  Mr. Bryant is the Founder, Chairman, and CEO of Operation HOPE, Inc. the largest non-profit, best-in-class provider of financial literacy, and economic empowerment services in the United States for youth and adults.  He is also the Ch ... (view full description)

Timothy Hoppin

Director, Affordable Housing Production
Lument

Timothy Hoppin is a director at Lument, responsible for originating affordable housing loans nationwide. He is based in the firm’s Denver office.Prior to joining predecessor Hunt Real Estate Capital, Timothy was a vice president, banking team in the municipal securities division at Citi Community Capital. While at Citi, Timothy closed more than $300 million of taxable and tax-exempt debt for developers, nonprofits, and housing authorities.Before that, he managed commercial real estate acquisitions for BaceLine Investments, LLC and served as vice president, underwriting at Newman and As ... (view full description)

Warren Horvath

SVP of Capital Markets Advisory
CBRE Affordable Housing

Warren is Senior Vice President of Capital Markets Advisory with CBRE Affordable Housing. In this role, he is responsible for advising affordable housing owner/operators on capital raising, portfolio recapitalization and restructuring, and corporate-level strategic planning and capitalization, as well as advising investors looking to increase their allocations to the affordable housing space.Warren has more than 20 years of housing investment and finance experience, with broad base of expertise spanning across debt and equity, as an operator and investor, in affordable and conventional product, from both a transactional and corporate finance perspe ... (view full description)

Tim Hutter

Partner
Allen Matkins

Timothy M. Hutter is a partner in our San Diego office, where he practices in the firm's Litigation and Land Use groups. Tim's practice focuses primarily on business and real estate disputes, including contract, construction, joint venture, entitlement, land use and commercial landlord/tenant litigation. Many of his projects and cases involve residential and mixed-use projects, and several invoke California's density bonus law to incorporate and develop affordable housing. Tim also handles cases on appeal, and has successfully represented clients in the California Court of Appeal and the California Supreme Court.

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)

Inna Khidekel

Partner
Bridge Investment Group

Inna Khidekel serves as a Partner at Bridge Investment Group. In the firm’s Client Solutions Group, Ms. Khidekel’s principal role is to expand Bridge’s business and product development efforts with institutional investors around the world, including sovereign wealth funds, pension plans, insurance companies, endowments, foundations and family offices. Ms. Khidekel serves on the Investment Committees for the Bridge Workforce & Affordable Housing and Bridge Office Funds. Ms. Khidekel also serves as the Chair of the Bridge Charitable Giving Fund, and is a founding member of the Bridge ESG Steering and Bridge Women’s Network Committees. ... (view full description)

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

Antonio Marquez

CEO
Comunidad Partners

Marcos Morales

Executive Director
Hogar Hispano, Inc.

Marcos Morales has worked in the real estate industry for the past 25 years in both the for- and non-profit space. Currently Mr. Morales, as Executive Director of Hogar Hisapno, Inc., manages a portfolio that contains a 60k sq. ft. commercial office building in Washington D.C., 327 NPL's and PL's and 317 REO's. Hogar Hispano, Inc., as owner operator of the aforementioned portfolio, was created in 2004 and operates a unique organization which does not rely on federal or state grant funding to operate. In fact it operates primarily from net gains generated from its operations. HHI does accept donated properties and cash from private and corproate individuals. Please vis ... (view full description)

Robert Morse

Chairman
Bridge Investment Group Partners

Mr. Morse has over 30 years of experience in commercial and investment banking and private equity fund management. Currently Mr. Morse serves as the Chairman of Bridge Investment Group Partners, a real estate asset management firm founded in 1991. Bridge currently owns and manages over 22,000 apartment units and over 2mm sq ft of commercial office space. Previously, Mr. Morse served as the CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008. This group of institutional businesses included corporate banking, investment banking, markets and transaction services in 17 countries employing over 14,000 employees. During Mr. Morse’s tenure, Citigroup was awarded the ‘Best B ... (view full description)

Brandon Moulton

Senior VP
Renovo Financial

Brandon is the Senior Vice President of Lending at Renovo Financial.  Joining Renovo in 2015, Brandon has become one of Renovo’s leading originators for the Chicago market. Partnering with residential real estate investors Brandon has helped grow their portfolios with loans for single family rehabs, multi-family rehabs, new construction, and 30 year rental loans for single and multi-family properties. Brandon held prior roles at Metropolitan Capital Bancorp where he was a commercial underwriter and loan originator. Brandon attended The University of Dayton where he graduated with a B.A. in Finance. ... (view full description)

Beth Mullen

Affordable Housing Industry Practice Leader
CohnReznick LLP

Beth Mullen has more than 20 years of experience providing consulting, tax, and accounting services to real estate owners and developers. She serves as the Office Managing Partner of CohnReznick's Sacramento office and is the National Director for the firm's Affordable Housing IndustryPractice. A significant portion of Beths time is devoted to structuring syndicated partnerships that own properties that are eligible for low-income, historic rehabilitation housing, energy and new markets tax credits. Beth teaches internal and external courses on these tax credits and has published articles in affordable housing and non-profit trade magazines. Her extensive knowledge of ... (view full description)

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Principal and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 50 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is ... (view full description)

Kirk Nail

Regional Portfolio Manager
VineBrook Homes

Kirk joined VineBrook Homes in 2016. Since joining VineBrook, unit count has grown from 3.5k units in four core markets to nearly 14k units in 19 markets. Kirk currently oversees ~5.5k units in 6 markets. 

 

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and innovator with a backgroundin the diverse fields of real estate investing and pharmaceutical research. His experience as a pharmaceutical scientist drives his systematic approach to multifamily and  ... (view full description)

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

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

Lani Porter

EVP and Managing Director
CALCAP Properties

Lani has been a Senior Executive for 30 years, specializing in building operations and technology platforms from the ground up. Prior to CALCAP she served as Senior Vice President of Operations for American Residential Properties (NYSE:ARPI). There she built the operations and proprietary technology that enabled the company to grow their portfolio of assets to 1.7B and successfully IPO within the first 12 months of operations. Ms. Porter was a founding executive of GetSmart.com, serving as Senior Vice President of Operations where she helped create the first online marketplace for consumer lending. GetSmart.com was ultimately acquired by Barry Diller’s Interacti ... (view full description)

Margaret Potter

CEO
Camillo Properties

Camillo Properties designs, builds and manages a diversified portfolio of residential rental properties.  We offer high-quality rental homes in desirable neighborhoods in major cities across Texas. We are fully vertically integrated: Land Development, Construction, Leasing, Property Management and Maintanence.  Camillo Properties currently owns and manages a portfolio of 8500+ SFRS and is growing at a rate of approximately 1800 new homes per year. We are 100% build-to-rent. In addition to SFR, we build and hold apartment complexes, gas station / C-stores and some commercial properties. 

Biff Pusey

Partner
Kimble Advisory

Biff is a partner of Kimble Advisory and has worked with high net worth families, institutions and multi-generational investment programs for two decades. He was previously Senior Vice President and Senior Wealth Advisor at Keel Point, LLC, a large multi-family office and institutional wealth advisor, and Vice President of Non-Traditional Investments and Family Office Services with JoycePayne Partners, a Richmond-based fiduciary advisory firm. Before that, he managed a family investment and consulting company, was Senior Vice President for Financial and Risk Management Services at a petrochemical industry technology firm, and was General Counsel and Corporate Development Strategist for ... (view full description)

Tom Raleigh

Co-Founder
Rent Butter, LLC

Tom Raleigh and his business partner launched Rent Butter in 2019 with the goal of bringing advanced tenant screening metrics into the low-to-middle income markets.  We understand that traditional FICO scores don’t really work in our industry. So, we are here to fix that. Prior to Rent Butter’s launch, Tom Raleigh started and continues to operate his law practice, Halsted Law Group.  Halsted represents several landlords across Chicago.  His growing practice focuses on evictions, collections, as well as landlord compliance & consultation. ... (view full description)

Keith Rosenthal

President & CEO
Phoenix Realty Group

Keith B. Rosenthal oversees PRG’s daily operations, business development opportunities, strategic planning and implementation.  In addition, Mr. Rosenthal is a member of the PRG Investment Committee.   Prior to co-founding PRG, Mr. Rosenthal was the founder and President of Lehman Housing Capital, the first housing tax credit syndication firm on Wall Street.  During his tenure at Lehman, Mr. Rosenthal administered over 20 public and private affordable multi-family housing funds, raised over $1 billion of equity for partnerships with over $2.25 billion in assets, created the tax exempt bond conduit program at Lehman, and formed significant joint ventures with community-based devel ... (view full description)

Dana Rowan

Managing Partner
The Exeter Companies

Dana Rowan has over 35 years of investment, development and real estate advisory experience. As managing partner of The Exeter Companies based in Boston, Mr. Rowan directs the daily operations of the firm and is involved with raising capital and identifying and underwriting investment opportunities. The firm’s investment activities are currently focused geographically on the Northeast with a preference for urban infill and creative re-use and asset repositioning opportunities. The firm also has extensive experience with public/private joint ventures and creative tax strategies. Prior to that, Mr. Rowan served as the national director of acquisitions for Metropolitan Properties of America and ... (view full description)

Kristina Simonovich

VP of Operations
33 Realty Management

Kristina is the Associate Broker and VP of Operations for 33 Holdings and 33 Realty Management in Atlanta, GA, her focus is to help investors/landlords feel at ease with their property under management while helping to maximize their return on investment.Kristina has an extensive background in Leasing and Management of Single Family & Multi-Family Real Estate Rental portfolios for Institutions, REIT’s, Owners with 20+ Asset Portfolios while working in her previous role as Director of Property Management for Atlantic Property Management with oversight of 20+ direct reports & 750+ Properties under her management.Kristina ... (view full description)

Pauline Thude-Speckman

President
Meridian Investments

Principal and founder of Productive Property Management, Inc. formed in 1984 as a full service property management and consulting firm of commercial real estate in Houston, Texas and in 1993 formed Meridian Investment Realty a commercial real estate brokerage firm, providing acquisition, disposition and advisory services to existing client base. Pauline Thude-Speckman obtained the CPM designation through the Institute of Real Estate Management in 1986 and is also a licensed real estate broker in the state of Texas. As owner and partner of Productive Property Management, Inc., her client base includes institutional owners, syndicators, hedge funds, pension funds, insur ... (view full description)

Josh Tobey

Partner
Clear Capital

Bobby Turner

Principal and Chief Executive Officer
Turner Impact Capital

Over the past two decades, Bobby Turner has established himself as a pioneer in the area of social impact investing. Since founding Turner Impact Capital in 2014, he has rapidly built one of the nation’s largest social impact investment firms, with over $4.5 billion in investment potential to help address some of the country’s most pervasive social issues with real estate solutions.  As former Chairman, CEO and Co-Founding Partner of Canyon Capital Realty Advisors LLC, he oversaw a commercial real estate and mortgage asset portfolio totaling over $12 billion, and was responsible for launching several groundbreaking funds that helped define the “triple bottom line” investment move ... (view full description)

Davis Vaughn

Senior Director – Acquisitions
Security Properties

Davis Vaughn is a Senior Director on the Acquisitions Team at Security Properties. He focuses on the acquisition of market rate apartments on the west coast in partnership with institutional equity. Deal targets include core, core-plus, value-add and opportunistic real estate. He has acquired approximately 15,000 units with total capitalization of $3.5B.  Of assets acquired, $675M have been sold resulting in deal level returns averaging a 30% IRR. He is also responsible for managing all institutional equity relationships for the Acquisitions platform. This includes sourcing equity capital and joint venture structuring and partnerships. Equity partners include insuranc ... (view full description)

John Ward

CEO
Turnstone Capital Management

John Ward is responsible for overall operations at Turnstone Capital, including investment decisions and business strategy.  Throughout his career, John has worked in numerous areas of real estate including mortgage lending, both primary and secondary marketing of Fannie Mae mortgage-backed securities, real estate development (including new construction and renovation), and multi-unit apartment acquisition and renovation. His specialties include acquisition, due-diligence, financial evaluation, and management oversight. John has personally sponsored the purchase and renovation or new construction of over 600 projects, ranging from single-family residential to 460-unit apartment complexes. Jo ... (view full description)

John Williams

CIO and President
Avanath

John R. Williams is President and Chief Investment Officer of Avanath Capital Management (“Avanath”), an institutional fund manager that specializes in affordable and workforce housing investments throughout major  U.S. cities.In his role, Williams spearheads the firm’s portfolio acquisitions, capital formation, investor relations and fund management. Since joining Avanath, Williams has directed the closing of four institutional investment funds totaling $1.5 billion of capital, comprised of equity commitments primarily from US pension funds, ... (view full description)

Wesley Wilson

Chief Financial Officer
Avanath Capital

Wesley Wilson, CPA is Chief Financial Officer of Avanath Capital Management. In this capacity, he oversees all aspects of Accounting, Tax, Systems, Financial Planning & Analysis, and Data Analytics. Wesley is also an Accounting and Finance Professor at Pepperdine University and a Board Member and Finance Director of a Los Angeles based non-profit. Prior to joining Avanath, Wesley was a Controller with CIM Group, LP where he was responsible for the accounting and finance for $28 Billion in Opportunistic Real Estate Funds. Wesley has also worked at Bank of New York Mellon, Deutsche Bank, and SS&C GlopeOp, where he managed the finance and accounting for a diverse field of investme ... (view full description)

Bruce Wuollet

Founder
Bakerson, LLC

Bruce is the founder and the current owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s 17 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good dea ... (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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