IPA Members, your participation is both encouraged and vital as we embark on an endeavor to recognize June as IPA's Women in Leadership month.
#IPAWOMEN2017

Celebrating the extraordinary contributions of women in our industry.

June is IPA’s Women in Leadership month. Through a series of Member Communications,  our dedicated website and webinars focused on women in leadership, the IPA will highlight the growing and invaluable contributions of female leaders in our industry.

You can participate! In fact, it is encouraged and vital as we recognize the impact that women have in all facets of our industry. You will be featured here alongside the contributions of other leaders.

Many of the IPA’s members have robust women in leadership programs for their firms. We invite you to share these successes too. Many of you have worked diligently to build women in leadership programs and we would love to share your good work with fellow IPA member firms.

So share your story, share your firm’s story and invite your colleagues and friends to do the same. We look forward to celebrating these valuable contributions to the industry.

Sincerely,

 

 

Anthony Chereso
CEO and President
Investment Program Association

Stay true to yourself and focus on what matters to you. Distractions are only temporary.

Katie ZurabaNorthStar Securities

People won't remember what you said, or what you did, but they will remember the way you made them feel.

Rebecca ClearyColony NorthStar, Inc.

Give back, reach back and pull someone else along the path to success. You never know what a difference you can make.

DEBORAH FROLINGPartner | Kutak Rock LLP

Credibility is earned through workplace accountability and precision in communicating your message. Be thoughtful.

SUZANNE BONDSVP, CCO | Inland
All
Compliance
Due Diligence
Executive
Legal
Management
Marketing
National Accounts

Rebekah Brooks

Director - Key Accounts | FS Investments

10 years

Rebekah Brooks

Director - Key Accounts | FS Investments

Obstacles are those frightful things you see when you take your eyes off the goal. - Hannah More

Rebekah Brooks is a Director of Key Accounts on the National Accounts team at FS Investment Solutions, FS Investments wholly owned broker-dealer subsidiary. She is responsible for maintaining and managing many of FS Investments broker-dealer relationships by delivering high-quality service and support to help grow their business.

Ms. Brooks adds great value to the team with her strong insight into the alternative investment and financial services industry. Prior to joining FS Investments, she spent five years as a National Account Manager with KBS Capital Markets Group, a real estate investment firm that manages over $8 billion in five non-traded REITs. At KBS she managed the firm’s regional broker-dealer accounts, implementing effective marketing plans to increase growth.

Ms. Brooks is a graduate of Liberty University and holds a BS in Kinesiology. She holds series 7 and 63 licenses.

Trivia: I trained to become a professional wrestler in college.

Littleton, CO

Julianna Ingersoll

Director | Deutsche Asset Mangement

16 years

Julianna Ingersoll

Director | Deutsche Asset Mangement

Have a bias for action!

Chief Operating Officer and Executive Vice President, RREEF Property Trust; Director, Portfolio Management, Real Estate, Americas

• Julianna serves as Chief Operating Officer and Executive Vice President for RREEF Property Trust. She is also a Director in the Real Estate Americas Portfolio Management team.

• Joined the Company in 2001. Prior to her current role, Julianna served as Chief Financial Officer for RREEF Property Trust, where she ran the finance operations of the public REIT and was a part of the portfolio management team.

• Previously, she was Director of Business Development for RREEF Real Estate, where she was responsible for sourcing, underwriting and executing strategic transactions. In prior roles, she worked in the Residential Mortgage Backed Securities Group, in the Corporate Investments Group and on the Technology Investment Banking Team

• BS (cum laude) in Business Administration from Washington and Lee University

Trivia: Favorite movie: Lord of the Rings!

New York, NY

Gina Biondo

Marketing Compliance Director | Hines Securities

30 years

Gina Biondo

Marketing Compliance Director | Hines Securities

Embrace your imperfection and learn from it.

I started my career writing investment marketing material and planned on being an financial advisor. I passed my Series 7 in October 1987, but then Black Monday happened. With my career change thwarted, I remained licensed and in Marketing. Starting in 1996, I started doing Marketing and sales material compliance when I obtained my first principal's license. I finally moved to compliance full time in 2012, and my job fits like a glove.

 

Houston, Texas Area

Rosemarie Thurston

Partner, Leader of REITs and Real Estate Funds Practice | Alston & Bird LLP

Over 20 years

Rosemarie Thurston

Partner, Leader of REITs and Real Estate Funds Practice | Alston & Bird LLP

Never give up!

 

Rosemarie Thurston is a partner with the Financial Services Team and leads Alston & Bird's REITs and Real Estate Funds Team. Rosemarie represents numerous real estate companies, business development companies, underwriters, real estate funds and investment management firms in public securities offerings, private placements, mergers and acquisitions, private equity transactions, joint ventures and ongoing securities law compliance. Rosemarie regularly advises executive officers, boards of directors and board committees on corporate governance matters, including compliance with the Sarbanes-Oxley Act of 2002, New York Stock Exchange rules and general best practices for reporting companies. She also counsels broker-dealers on compliance with applicable regulations of the Financial Industry Regulatory Authority (FINRA) in connection with the distribution of securities.

Rosemarie is a frequent speaker at national conferences on legal issues relevant to the REIT and investment fund industry. She has been regularly featured in Chambers USA: America's Leading Lawyers for Business and Chambers Global: The World’s Leading Lawyers for Business, in each case in the category of Capital Markets: REITs. Since 2013, she has been listed in Georgia’s Top Rated Lawyers, which recognizes attorneys who have been awarded Martindale-Hubbell®’s ranking of AV Preeminent®, its highest peer rating standard. She is also the recipient of the 2016 "Outstanding Service Award" from the Investment Program Association.

 

Greater Atlanta Area

Catherine Bonneau

CEO | Cetera Investment Services, LLC

Cetera

Catherine Bonneau

CEO | Cetera Investment Services, LLC

You are braver than you believe, and stronger than you seem, and smarter than you think. - AA Milne

Executive responsible for the creating an advice centric experience for advisors who serve clients in either a financial institution or tax practice.

Trivia: Upon the advise of my mother, I never learned how to type.

St Cloud, MN

Lauren Koch

Partner | Lemon8Creative & Marketing

7 years

Lauren Koch

Partner | Lemon8Creative & Marketing

"Success is liking yourself, liking what you do, and liking how you do it." - Maya Angelou

Lauren Koch is a Marketing Strategist, Graphic Designer and Partner at Lemon8Creative & Marketing.

Lauren has over 7 years of experience in marketing, strategy, and design, developing print, web and corporate sales materials. Her experience spans across B2B and B2C companies in a variety of industries, including: financial services, health and fitness, industry associations, non-profit, and real estate. In 2016, she co-founded Lemon8Creative, LLC to partner with organizations to fulfill their marketing and creative needs.

Lauren earned her bachelor’s degree from University of North Texas in Organization Development and Business Management and obtained a Certificate in Graphic Design from Southern Methodist University.

Austin, Texas

Deborah Froling

Partner | Kutak Rock LLP

24 years

Deborah Froling

Partner | Kutak Rock LLP

Give back, reach back and pull someone else along the path to success. You never know what a difference you can make.

Ms. Froling has extensive experience in public and private offerings of debt, equity and convertible securities as both issuer’s and underwriter’s counsel primarily for real estate companies. She has closed public and private debt and equity offerings, primarily for REITs and other real estate companies, as well as non-traded equipment finance and oil and gas companies, and business development companies. She has also structured and closed numerous tenant in common syndications and has worked with public and private company clients providing general corporate counseling and advising on periodic and annual reporting and other SEC disclosure requirements.

Washington D.C. Metro Area

Sherri Cooke

President and Chief Executive Officer | AI Insight Inc.

Over 25 years

Sherri Cooke

President and Chief Executive Officer | AI Insight Inc.

“Life isn’t about waiting for the storm to pass. It’s about learning to dance in the rain."

Prior to forming AI Insight Inc., I was a consultant to the industry providing insight on product structuring and positioning, product education, and strategic implementation of alternative investments products within the broker dealer community.

I served as Senior Vice President with a San Francisco-based equipment leasing sponsor for six years. Prior to that position, I was Vice President & Head of Due Diligence with another California-based sponsor from 1989 to 1996.

Product development, due diligence, compliance and key account management have been my primary areas of industry contribution. I have also worked extensively in all aspects of product marketing.

I received my Bachelor of Arts degree in Economics with a concentration in Legal Studies from Bucknell University. I hold FINRA Series 7, 63 and 39 licenses.

Columbus, Ohio Area

Lynn Berger

SVP - National Accounts | Cantor Fitzgerald

17 years

Lynn Berger

SVP - National Accounts | Cantor Fitzgerald

It's kind of fun to do the impossible.

Lynn Berger is a Senior Vice President and National Account Manager at Cantor Fitzgerald Capital, a division of Cantor Fitzgerald & Co. an open-architecture wholesale distribution platform that intends to distribute public and private real estate investment programs, 1031 exchange products, credit programs, and other alternative investments.  Lynn is  tasked with building and leading the company’s first Broker Dealer Relationship Team which will support executives, due diligence officers and marketing officers to increase awareness of Cantor Fitzgerald & Co. and help drive sales and product distribution.

Greater Pittsburgh Area

Trisha Miller

Executive Director | W. P. Carey Inc. & Chief Executive Officer | Carey Financial, LLC

31 Years

Trisha Miller

Executive Director | W. P. Carey Inc. & Chief Executive Officer | Carey Financial, LLC

I choose to look at how far women have come over the last couple of generations and celebrate the wonderful choices we have in life today regarding our professional and personal lives. I also believe it is important to help develop and advocate for women's advancement in the hope others will ascend even higher on the ladder than we ourselves have been able to climb.

Trisha Miller is an Executive Director of W. P. Carey, Inc., Chief Executive Officer of Carey Financial, LLC, W. P. Carey’s broker-dealer subsidiary. In this position, she oversees the Carey Financial sales team, national accounts, financial operations, and compliance departments. Ms. Miller began her career in the financial services industry in 1986. Prior to W. P. Carey in 2008, she was an institutional sales director and a sales manager with Rydex Investments where she gained an appreciation for alternative investments. Ms. Miller began her career as a broker at Dean Witter and has worked previously at Putnam Funds and Columbia Funds. Ms. Miller earned her B.A. from Chatham College in Pittsburgh, Pennsylvania and her MBA in Finance and Marketing from the Katz Graduate School of Business at the University of Pittsburgh. She is a Certified Financial Planner® and holds several securities licenses. Ms. Miller previously chaired the Education Committee for the Investment Program Association and the IPA’s Women’s Initiative Network, which is committed to mentoring and fostering an environment for women to excel in financial services. Ms. Miller has spoken to thousands on the topics of investing in alternative investments and on educating and empowering women regarding their financial security for which she was featured on Lifetime Channel’s The Balancing Act. Ms. Miller has been involved in the Financial Planning Association® since 1997 and served on the board of the National Capital Chapter of the FPA® for four years. She was recently elected to serve on the Board of Trustees of the Foundation for Financial Planning which is dedicated to the delivery of pro bono financial planning to the underserved. In addition, Ms. Miller has served on the board of the Salvation Army in Alexandria, VA and the board of Grace Episcopal School in Alexandria, VA where she resides with her family.

Washington D.C. Metro Area

Lauren Cross

Director, Client Services | Cole Capital

7 years

Lauren Cross

Director, Client Services | Cole Capital

We have to reshape our own perception of how we view ourselves. — Beyoncé

I have worked in customer service for 10 years, with the last 7 years being at Cole Capital. I started at the firm in an entry-level position, having no financial background or experience. Over the course of 3 years, I was promoted through each role in the department and finally into management. I have had so many wonderful teachers and mentors to coach me along my career path, and I love having the opportunity now to share the knowledge and experiences I have gained with the members of my team.

Phoenix, Arizona

Katie Zaruba

Manager, Due Diligence | NorthStar Securities

6 years

Katie Zaruba

Manager, Due Diligence | NorthStar Securities

Stay true to yourself and focus on what matters to you. Distractions are only temporary.

I have been with NorthStar Securities for over 6 years and currently manage relationships with external clients conducting due diligence on the sponsor and/or sponsor-related products. I develop, maintain and communicate updated information related to the Sponsor and Sponsor-related products both internally and externally, as well as serve as a liaison to the Sponsor to coordinate document requests and maintain current information used in the preparation of RFIs. I hold a Bachelor of Science degree in Business Administration from Colorado State University.

Greater Denver Area

Catherine Bowman

Founder/Partner | The Bowman Law Firm, LLC

21 years

Catherine Bowman

Founder/Partner | The Bowman Law Firm, LLC

Opportunities are everywhere, discoverable through hard work and a willingness to see potential opportunities where you least expect them. My path has never been a straight line.

Catherine Bowman founded The Bowman Law Firm in April 2008 in order to conduct due diligence on public and private securities offerings ranging in size to over $3 billion on behalf of independent broker/dealers, registered investment advisors and other clients. Ms. Bowman also provides consulting on broker/dealer regulatory and compliance matters; researching ’33 Act and ’34 Act laws and regulations, broker/dealer regulations and state securities laws and regulations; and contract negotiation and drafting. Prior to founding The Bowman Law Firm, Ms. Bowman was Chief Compliance Officer, Senior Vice President and Corporate Counsel for CNL Securities Corp., overseeing the compliance and due diligence departments. Earlier in her career at CNL, Ms. Bowman also oversaw the REIT offering document preparation and filing process. Ms. Bowman started her law career 20 years ago at Gray, Harris & Robinson, P.A. focusing on a corporate and securities law practice for publicly held and privately held clients, including mergers and acquisitions. Ms. Bowman received her J.D. from Washington & Lee University School of Law and her BSBA in Economics from the University of Florida. She is a member of the Florida Bar, the Tennessee Bar, has been admitted to the US Supreme Court, and has obtained her CRCP Designation from the FINRA Institute at Wharton.

Greater Nashville Area, TN

Lora Sekosky Smith

Senior Partner, Strategic Relationships

25+ years

Lora Sekosky Smith

Senior Partner, Strategic Relationships

 

“A woman is like a tea bag; you never know how strong it is until it's in hot water.”― Eleanor Roosevelt

“There are three ways to ultimate success. The first way is to be kind. The second way is to be kind. The third way is to be kind.” –Fred Rogers

Lora Sekosky Smith has over 25 years of industry experience and is currently Senior Partner, Strategic Relationships for Cetera Financial Group. Lora joined First Allied, a Cetera Financial Group broker dealer, in 2001 as a recruiter and VP Business Strategies. Prior to First Allied, Lora started her career at Savory Milln International a broker dealer in London England, she was also Director of Variable Annuity & Mutual Fund Marketing, and Sponsor Relations for the AIG broker dealers and the Director of Product Marketing for Commonwealth Financial Network.

As an active advocate for women in leadership and investing, Lora was the 2016 chair of the Investment Programs Association Women’s Initiative Network as well as the 2017 chair-elect. Lora is also the founder and chair of First Allied Securities Women’s Impact Network.

Lora Sekosky Smith, a graduate of Arizona State and received her Bachelor of Science degree in business administration with marketing and advertising major.

 

Greater San Diego Area

Holly Greer

Chief Operating Officer & Enterprise Chief Legal Officer | CNL Financial Group

11 years

Holly Greer

Chief Operating Officer & Enterprise Chief Legal Officer | CNL Financial Group

Balance is Possible, Even in Heels: The Power of "Yes, and..."

Holly Greer serves as chief operating officer and chief legal officer for CNL Financial Group and general counsel of four non-traded real estate investment trusts sponsored by CNL. In her role, she provides strategic leadership for the organization’s administrative responsibilities and oversees legal and regulatory affairs for the enterprise. Key areas of responsibility include overseeing management’s accountability of business objectives, values and essential enterprise interests. She has been a part of the company’s legal team since August of 2006, and has previously served as general counsel and senior vice president of the legal department.

Orlando, Florida

Chari Graham

Chief Operating Officer | FactRight LLC

8 years

Chari Graham

Chief Operating Officer | FactRight LLC

“The most effective way to do it, is to do it.” ~ Amelia Earhart

Chari Graham, Chief Operating Officer, has been with FactRight since 2010. Chari’s areas of expertise include operations, financial analysis, and customer service. At the beginning of Chari’s career, she formed an essential foundation in the discipline of audit and public accounting, including spending five years in international audit locations. Her experience led to an ability to view situations and transactions globally, and with significantly varying perspectives. Using her wide-angle view of the world, Chari excelled in navigating challenging transactions, reducing perceived complexity and finding resolutions to problems in new, beneficial and creative ways. This holistic view, and her unparalleled commitment to quality, is used by Chari to meet the needs of clients in both traditional and creative ways. Chari’s career is one of continued growth and advancement; including litigation, resolution, and collection of over $200 million of non-performing portfolio investments, successful fraud investigations that resulted in large recoveries, as well as leading an outstanding team of due diligence professionals in the alternative investment industry. Chari’s hobbies include biking with her husband, Michael and reading about the brain.

Greater Chicago Area

Emily Vande Krol

SVP, Head of Internal Sales

10 years

Emily Vande Krol

SVP, Head of Internal Sales

"Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence" - Sheryl Sandberg

Emily Vande Krol serves as Senior Vice President, Head of Internal Sales at Cole Capital, the investment management arm of VEREIT, Inc. In this position, she is responsible for the sales strategy and management of the internal sales and online wholesaling teams.

Ms. Vande Krol has been at Cole Capital for more than seven years and has worked in the financial services industry for ten. Starting as a financial advisor before moving into the wholesaling side of the business, Emily has a wide range of experience including client facing sales, portfolio construction, fund operations, and distribution management. An ideal day for Emily includes a buzzing sales floor, strategic brainstorming and problem solving, leadership development, and hugs from her two little boys when she gets home.

Ms. Vande Krol earned her Bachelor of Science in Accounting from Arizona State University. She holds FINRA Series 24, 7 and 66 licenses.

Phoenix, Arizona

Marilyn McCarthy

Head of Investment Marketing | Inland Real Estate Investment Corp.

3 years

Marilyn McCarthy

Head of Investment Marketing | Inland Real Estate Investment Corp.

Be bold. Take risks. Our own self-doubt often keeps us from success.

Marilyn McCarthy has more than 25 years of experience in financial services marketing and public relations, and she has worked for some of the top asset management companies including Fidelity Investments and Columbia Funds. Prior to joining Inland Investments, Ms. McCarthy was the Managing Director of Marketing at Vilas Capital Management, a long/short hedge fund that uses a value approach. She also has served as the Head of Marketing at Lizard Investors, LLC, which is a long-bias international equity hedge fund. She was selected for this position by Leah Zell, a former owner and portfolio manager at Columbia Wanger Asset Management, where Ms. McCarthy was Head of Corporate Communications for almost 10 years. Ms. McCarthy received her BA degree in Journalism from Michigan State University and she is a former board member of the Institute for Truth in Accounting, a nonprofit organization that encourages government, in a non-partisan manner, to produce financial reports that are understandable, reliable, transparent and correct.

Greater Chicago Area

Ella Neyland

President and Board Member | Steadfast REITs

40 years

Ella Neyland

President and Board Member | Steadfast REITs

"Be true to yourself."

I have been in real estate and finance for about 40 years. My background includes working for commercial banks, investment banks, large and small companies and public as well as private companies. And a period of being an entrepreneur which was my most challenging.

Irvine, California

Linda Cobelo

EVP Business Development & National Accounts

23 years

Linda Cobelo

EVP Business Development & National Accounts

She believed she could, so she did.
-R.S. Grey

Mrs. Cobelo is a 23 year veteran of the financial services industry. She has worked for Lincoln Financial, Raymond James Financial Services, and Franklin Templeton Investments some of the most well-known names in the financial services industry. She has in depth knowledge of all types of financial products and strategies.

Mrs. Cobelo’s career expands from the retail side to the financial product side with the above major companies where she honed her skills in helping clients to navigate the myriad of solutions to their financial planning challenges. As the spectrum of her experience grew, Mrs. Cobelo advanced to Executive Vice President of Business Development and National Accounts for Preferred Capital Securities.

Mrs. Cobelo received her BS in Business Administration from the University of Mary Washington and her MBA in Finance from the University of South Florida.

Sarasota, Florida Area

Kristen Whealon

Chief Compliance Officer | NorthStar Securities

21 Years

Kristen Whealon

Chief Compliance Officer | NorthStar Securities

Learn the art of patience. Apply discipline to your thoughts when they become anxious over the outcome of a goal. Impatience breeds anxiety, fear, discouragement and failure. Patience creates confidence, decisiveness, and a rational outlook, which eventually leads to success.--Brian Adams

Kristen Whealon currently serves as Chief Compliance Officer for NorthStar Securities, LLC, a position she has held since December 2011 and Deputy Chief Compliance Officer for Colony NorthStar, Inc. She previously served as Global Chief Compliance Officer for NorthStar Asset Management Group, Inc, a position she held from April 2014 to January 2017. Ms. Whealon’s responsibilities include regulatory and compliance oversight for the broker-dealer and registered investment adviser, maintaining written supervisory procedures, managing the internal audit process, maintaining the firm’s books and records, handling regulatory examinations and investigations and reviewing and approving advertising and sales literature. Prior to joining NorthStar Securities, LLC, Ms. Whealon was an Assistant Compliance Officer at Geneos Wealth Management, Inc. from August 2002 to November 2011 where she provided compliance support to more than 250 registered representatives. Ms. Whealon began her career at American Express Financial Advisors, Inc. Ms. Whealon holds a Bachelor of Arts from Colorado State University in Fort Collins, Colorado and is Series 7, 24 and 63 licensed.

Greater Denver Area

Kate Stephany

Securities Attorney | FactRight, LLC

4.5 years

Kate Stephany

Securities Attorney | FactRight, LLC

"The most effective way to do it, is to do it." ~ Amelia Earhart

"Kate Stephany has worked as securities attorney at FactRight since 2013. Kate focuses on the business/formation areas of a company. Though she was new to the industry when she started at FactRight, her previous experience in bankruptcy law and banking helped her excel, and after a year she was promoted to project lead. After obtaining her undergraduate degree, Kate worked in the finance department of a large insurance company, and moved to the Twin Cities a few years later to attend law school. Prior to working at FactRight, Kate held several positions, including contract work in due diligence for an international financial services company, and practiced bankruptcy law."

Eden Prairie, Minnesota

Christina Barone

First Vice President, Due Diligence

13 years

Christina Barone

First Vice President, Due Diligence

"She was unstoppable, not because she did not have failures or doubts, but because she continued on despite them." ~ Beau Taplin

Christina Barone is First Vice President of Due Diligence for W. P. Carey, a publicly traded REIT that provides long-term sale-leaseback and build-to-suit financing for companies worldwide. Prior to W. P. Carey, she was Senior Due Diligence Analyst at CNL Securities Corp. where her love for alternative investment due diligence began.

As a single mother, Mrs. Barone attended University of Phoenix classes online, specializing in Business Management. She serves on the IPA’s Due Diligence Committee and currently co-chairs the IPA’s Women’s Initiative Network, which is committed to mentoring and fostering an environment for women to excel in the financial industry.

Mrs. Barone’s volunteer and advocacy work includes being a member of Team SOAR™ for Speaking Out About Rape™ and the Speaker’s Bureau for RAINN (Rape, Abuse & Incest National Network). She previously served on the board for the Victim Service Center of Central Florida and as Peer Reviewer for grants submitted to the US DOJ – Office on Violence Against Women.

Lake Mary, Florida

Lavea Thomas

Executive Vice President National Accounts | Megatel Capital Investments, LLC.

14 years

Lavea Thomas

Executive Vice President National Accounts | Megatel Capital Investments, LLC.

"You will learn a lot about yourself if you stretch in the direction of goodness, of bigness, of kindness, of forgiveness, of emotionally bravery. Be a warrior for love". - Cheryl Strayed

Lavea Thomas is the Executive Vice President of National Accounts for Megatel Capital Investments, LLC. In this leadership role she is  responsible for overseeing the relationship management and business development efforts for Megatel Capital Investment.

Mrs. Thomas brings 14 years of experience in financial securities sales to her role, including expertise in private placements, publicly registered offerings, business development and brand building. She has lead various teams responsible for relationship management, business development, selling agreements, and expanded platform adoption among independent broker-dealers. Mrs. Thomas earned her Bachelor of Business Administration Degree from Boise State University specializing in Accountancy. She is a Chartered Alternative Investment Analyst and holds FINRA series 24, series 7 and series 63 with Emerson Equity, LLC.

Boise, Idaho Area

Nina Anderson

Second Vice President | W. P. Carey Inc.

6 years

Nina Anderson

Second Vice President | W. P. Carey Inc.

"The more that you read, the more things you will know. The more that you learn, the more places you'll go."" - Dr. Seuss"

Nina Anderson serves as Second Vice President on W. P. Carey Inc.’s Investment Management team, and is currently focusing on the day-to-day management of Carey Credit Income Fund, a non-traded business development company advised by W. P. Carey and Guggenheim. Nina has been with W. P. Carey Inc. for six years serving in various capacities including National Accounts Coordinator for Carey Financial, LLC and Executive Assistant to then President of Carey Financial, LLC, Mark Goldberg. Prior to joining W. P. Carey, Nina was a paralegal at Friedman Kaplan Seiler & Adelman having previously contributed to the education department at the International Center of Photography. Nina received her Bachelor of Arts in government from Dartmouth College in 2008 and subsequently received a certification in structuring term loans and syndicated transactions from the New York University School of Professional Studies. An avid reader and casual skier, Nina enjoys the occasional retreat from New York City to her hometown of Colchester, Vermont.

Greater New York City Area

Claire Thielke

Managing Director | Hines

10 Years

Claire Thielke

Managing Director | Hines

Wherever you are, be all there.

Claire Thielke, retired USA Track & Field athlete, is Managing Director – Investment Management within the Hines Office of Investments, the firm’s institutional/private equity and REIT fund management group. She manages the activities of the Investments & Performance Committee, has served on the Hines Strategy Committee, and serves as an advisor to the Hines IT Steering Committee. She has also held positions in construction management for the Hines Southwest Region and investment management for the Hines Emerging Markets Funds. Claire has served as a board member or outside strategy advisor to businesses including Memorial City Bank, Consumer Solutions inc., and 1Spire Ventures. Claire earned her undergraduate degree in Urban Planning and Design from Stanford University, graduating Phi Beta Kappa in 2.5 years as captain of the track and field team and Stanford BCSC Valedictorian. After completing her Masters in Construction Management from Stanford’s Department of Civil and Environmental Engineering as the program’s youngest graduate, Claire continued on to earn her Degree of Engineer from Stanford’s Civil Engineering Ph.D Department in 2009, conducting dissertation research on green retrofitting and seismic upgrading for historic buildings. She has written numerous scholarly contributions on green building, city planning, adaptive reuse, and urban revitalization.

Trivia: Claire's played twice on the basketball court at the Supreme Court ("The Highest Court in the Land").

Houston, Tx

Rebecca Cleary

Vice President, Corporate Communications & Marketing | Colony NorthStar, Inc.

12 years

Rebecca Cleary

Vice President, Corporate Communications & Marketing | Colony NorthStar, Inc.

People won't remember what you said, or what you did, but they will remember the way you made them feel.

Rebecca Cleary serves as vice president, corporate communications & marketing and is responsible for overseeing and executing all strategic marketing and communications initiatives for Colony NorthStar, Inc. (Colony NorthStar) including sales-support initiatives, collateral development, brand management and directing the day-to-day activities of the marketing department. Prior to joining Colony NorthStar, Ms. Cleary served as vice president, marketing & communications with Steadfast Companies and was accountable for the development, integration and implementation of a broad range of marketing and communications activities. From 2005 – 2010, Ms. Cleary was the director of marketing at Grubb & Ellis Company (formerly Triple Net Properties, LLC) where she was responsible for spearheading all corporate marketing initiatives and played a key role in Grubb & Ellis’ investment management platform and launching two public, non-traded REIT offerings.

Denver, Colorado

Louisa Quarto

Executive Vice President | AR Global Investments, LLC

21 years

Louisa Quarto

Executive Vice President | AR Global Investments, LLC

Louisa Quarto currently serves as Executive Vice President for AR Global and brings more than 21 years’ experience in the direct investment industry to her role with the firm. Previously Louisa was President of Realty Capital Securities where, over her eight year career with the firm, her responsibilities included overseeing national accounts, operations, due diligence and compliance activities for the firm. During that same timeframe Ms. Quarto served as Senior Vice President for AR Capital. Prior to that, from February 1996 through April 2008 Ms. Quarto was with W. P. Carey & Co. LLC, most recently as Executive Director and Chief Management Officer of Carey Financial, LLC, the broker-dealer subsidiary of W. P. Carey, where she managed relationships with the broker dealers that were part of the CPA® REIT selling groups. Louisa earned a Bachelor of Arts from Bucknell University and an MBA in Finance and Marketing from The Stern School of Business at New York University. She also has held FINRA Series 7, 63 and 24 licenses, co-founded and chaired the Investment Program Association’s, or IPA, Women’s Initiatives Committee. Ms. Quarto served on the IPA Board of Directors from 2000 through 2012. She is also a board member for Arya’s Kids, a foundation that funds research to find a cure for pediatric cancer and initiatives that support more advanced cancer treatments with fewer and milder side effects.

New York, New York

Ariani Herrera

Assistant Vice President | Cantor Fitzgerald

6 years

Ariani Herrera

Assistant Vice President | Cantor Fitzgerald

Ariani Herrera is an Assistant Vice President at Cantor Fitzgerald Capital, A division of Cantor Fitzgerald & Co. a global financial services firm. Ariani brings over 5 years of experience in the financial services, working directly for two wholesaling teams that individually raised over $1 billion each through the independent broker dealer channel. Ariani has served and worked with registered representatives& financial advisors in the Illinois, Indiana, Georgia, and the Carolinas. Ariani graduated from Columbia University with a BA in Mathematics, she serves on the alumni board. Ariani holds FINRA Series 7 and 63 licenses.*Cantor Fitzgerald Capital is a division of Cantor Fitzgerald & Co.Your Cantor Fitzgerald* TeamRegional Sales

New York, NY

Heidi Wheatley

Director of Marketing | Preferred Capital Securities

10 Years

Heidi Wheatley

Director of Marketing | Preferred Capital Securities

In any given moment we have two options: to step forward into growth or to step back into safety. - Abraham Maslow

Ms. Wheatley is responsible for developing, implementing and maintaining branding, marketing and communications strategies for the firm and the products on its platform. Ms. Wheatley brings a more than a decade of financial services industry experience to her role, as well has a decade of experience in the non-profit, higher education, and small business industries. Prior to joining PCS, Ms. Wheatley served as VP of Marketing and Chief Marking Officer of two independent broker-dealers. She is a member of the Alternative and Direct Investments Securities Association’s (ADISA) Conference Planning Committee and served as Chair of its 2017 Spring Symposium. Ms. Wheatley earned her bachelor’s degree in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa and her MBA from the Keller Graduate School of Management in Atlanta.

Greater Atlanta Area

Kimsey Bailey

Vice President, Key Accounts | CNL

10 years

Kimsey Bailey

Vice President, Key Accounts | CNL

People won’t care how much you know until they know how much you care. - Theodore Roosevelt

Kimsey Bailey is a vice president of CNL Securities, responsible for business development. Prior to joining CNL, Bailey served as associate regional director of institutional sales for Dimensional Fund Advisors in Austin, where she was responsible for client service and business development in the western territory.

Trivia: I grew up in Florida, but have never eaten an Orange.

Austin, TX

Diana Keary

SVP, Head of Marketing | Griffin Capital

27 years

Diana Keary

SVP, Head of Marketing | Griffin Capital

Be serious about setting your goals but have fun reaching them.

Diana Keary serves as Senior Vice President, Head of Marketing for Griffin Capital and is responsible for the planning, development and execution of strategies to expand the organization’s brand awareness among its key constituents, including investors, financial advisors, broker-dealers and registered investment advisors. Additionally, she oversees all Griffin Capital product marketing and media interaction. A marketing veteran with 27 years of financial services industry experience, Ms. Keary comes to Griffin Capital from National Planning Holdings, where she most recently was Vice President, Head of Practice Management. During her career, Ms. Keary has held executive-level marketing and national account positions with leading real estate and investment management companies, including Grubb & Ellis, AXA Equitable, WM Group of Funds, and MetLIfe Investors Group, among others. Diana Keary received a Bachelor of Arts degree in Political Science and Communication from Loyola University of Chicago. She also completed corporate executive education programs at Babson College and the SAID Business School, College of Oxford.

Irvine, CA

Suzanne Bond

SVP, CCO | Inland

25+ years

Suzanne Bond

SVP, CCO | Inland

Credibility is earned through workplace accountability and precision in communicating your message. Be thoughtful.

Suzanne joined Inland Securities in April 2015 as Senior Vice President, Chief Compliance Officer. Her experience in financial services compliance, sales and operations spans over two decades. Ms. Bond recently served as Vice President and Director of Supervision for the Capital Markets Group at Wedbush Securities. Prior to that, she served as Chief Compliance Officer for a number of independent broker/dealers and investment advisory firms, both retail and institutional. Ms. Bond holds a B.S. in International Business from Union Institute & University. She holds FINRA Series 7, 24, 63, 66, 79, and 99 licenses and is a frequent industry conference speaker and subject matter expert.

Greater Chicago Area

Jennifer Simon

Executive Vice President and Chief Operating Officer | AI Insight Inc.

Since 1994

Jennifer Simon

Executive Vice President and Chief Operating Officer | AI Insight Inc.

“A key to my success has been hiring and working people who have complementary strengths to my own. You may not always do things the same or agree on everything, but the combined strengths make for a successful outcome that much greater.”

Prior to joining AI Insight, I had a 17-year career at Ameriprise Financial, and during her last nine years at the firm, I was responsible for the distribution of all Alternative Investments. This included overseeing non-traded REITs, hedge fund offerings, 1031 real estate exchange programs, syndicate offerings of closed-end funds and structured products, offered through a network of more than 10,000 Financial Advisors. My responsibilities included overseeing product strategy and management, research, review and approval of new products, along with the implementation of those products and ongoing product management.

Greater Minneapolis-St. Paul Area

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