David Smith David Smith   
Co-Founder and Group Publisher
Financial Advisor and
Private Wealth magazines
David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.

 

 

Mark Stierman Mark Stierman  
Managing Director
Robert A. Stanger & Co.
Mark Stierman is managing director at Robert A. Stanger & Co. and is involved in the firm's financial advisory activities, including mergers and acquisitions, valuations and other services. He also has been active in evaluating and reorganizing real estate assets and securities, including partnerships and real estate investment trusts. Before joining the firm in 1992, he was a senior financial analyst involved in corporate restructuring for a large privately owned food conglomerate.

 

 

Toole W. Timothy Toole
President, NorthStar Realty Securities, LLC
As President, Mr. Toole is responsible for the day-to-day management of NorthStar Realty Securities. He brings to this position more than 20 years of successful leadership at various public and private real estate and investment companies. Mr. Toole has spent a significant portion of his career structuring and directing sales and distributions teams. As a result, he has a depth of product knowledge, and a unique understanding of the most effective ways to achieve results in the financial industry. Before joining NorthStar in September 2009, Mr. Toole was Divisional Vice President of RiverSource Investments, the investment management arm of Ameriprise, where he managed the distribution team responsible for $3.3 billion in sales throughout the central and western United States.

 

 

 Mike Underhill  Michael Underhill
Founder & Chief investment officer at Capital Innovations, LLC.
He is author of the Handbook of Infrastructure Investing (recommended by the CFA Institute), a professor at EDHEC University teaching Infrastructure Investing and remains one of the world's most provocative, respected financial analysts and an award winning real assets portfolio manager.

 

 

 Gordon Wilhite Gordon Wilhite
Gordon "Gordy" Wilhite is senior vice president/regional sales manager for CNL Securities Corp., Member FINRA/SIPC. He is responsible for overseeing the sales efforts of the eastern half of the United States. Mr. Wilhite was previously vice president of sales serving Arizona, Colorado, New Mexico, Utah and Wyoming.

 

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