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Mustafa Al-Bassam

Software Engineer, Political Activist, PhD
University College London

Mustafa is a PhD researcher at the Information Security Research Group at University College London, focusing on scaling blockchains, and an advisor to Secure Trading and Cognosec. In 2016 he was listed by Forbes as one of the 30 Under 30 in the Technology section. At the age of 16 he was the co-founder of LulzSec, a high-profile hacking group which made headlines for its hacks on Sony, Fox and the FBI. As a result, he was legally banned from the Internet for almost two years as a condition of his bail. He then became a security researcher, with his work being cited in publications such as Forbes, VICE, Washington Post and the BBC, and has appeared on national television programm ... (view full description)

Patrick Armstrong

Senior Officer, Financial Innovation
European Securities and Markets Authority (ESMA)

Patrick works in the Risk Analysis and Economics department of the European Securities and Markets Association (‘ESMA’), where he leads the team responsible for monitoring financial innovation and financial activities across the 28 Member States.   Among the topics the team has recently addressed are crowdfunding, contingent convertibles, alternative indices and MREL/TLAC financing needs.  Current areas of focus include the distributed ledger technology, regulatory technology, cloud computing and artificial intelligence.  The team is also responsible for putting in place the framework of ESMA’s product intervention powers, which became effective on January 3, 2018.  Before joining ESMA ... (view full description)

Samir Assaf

Chief Executive Officer, Global Banking and Markets

Samir Assaf was appointed Chief Executive of Global Banking and Markets in January 2011. He is a Group Managing Director and member of the Group Management Board of HSBC. In 2016, Mr Assaf became the Group Managing Director responsible for the Middle East, North Africa and Turkey regions of HSBC. He is also Non-Executive Chairman of HSBC France, a role he has held since 2011. He has been a Member of the HSBC Germany Board since 2012, and became a Member of the Saudi British Bank Board in 2016. In May 2014, Mr Assaf was appointed Chairman of the Global Financial Markets Association, a position he held for two-and-a-half years. Mr Assaf was a founding member of the Association for ... (view full description)

Vivek Bajaj

Global Vice President, Watson Financial Services Solutions
IBM Industry Platforms

Vivek is the Global VP of Solutions for IBM Financial Services. He leads a worldwide team of experienced Sales, Technical Sales and Industry consultants who work with major financial institutions to deliver pre-built industry specific solutions in the areas of risk & compliance, client insight, payments & counter fraud.    Alongside his leadership responsibilities Vivek works directly with C-suite executives to share best practices based on his two decades of expertise in financial services. He has personally driven strategic transformation initiatives by leveraging cognitive & advanced analytics at major financial institutions in the recent past. In particular he has ... (view full description)

Cecile Bartenieff

Chief Operating Officer Global Banking & Investor Solutions
Societe Generale

Keith Bear

Vice President, Financial Markets

Keith is responsible globally for the strategy and development of IBM’s business in Financial Markets, a multi-billion dollar business. He works extensively with global clients on their major transformation programmes, typically on the cutting edge of shaping IBM’s solutions including Quantum technology and AI. He has also worked extensively with financial markets infrastructure firms such as CLS, LSEG and DTCC, trade finance organisations such as the We.Trade bank consortium, and leading global banks on deployment of Blockchain technologies.  Keith acts as a Board Advisor to 2 blockchain Fintechs, as well as a lead mentor for 3 of the 2018 cohort in the Barclay’s Techstars Fintech accelerat ... (view full description)

Hubert Beaulat

Managing Director & MIFID II Programme Head
Credit Agricole CIB

Hubert has been managing the implementation of MiFID II for Credit Agricole CIB since January 2017. It has been the opportunity to lead the transformation of the information system of CACIB, moving from silos to a service-based, data-centric architecture, blending best-of-breed off-the-shelf solutions with internal developments, and preparing CACIB to embrace a profound digital transformation of its market activities.   Prior to his current role, Hubert was based in Asia, in charge of balance sheet and liquidity optimization for CACIB and previously leading the deleveraging of the bank’s activities in the region. He joined CACIB in 2011 from Societe Generale CIB where he was Glob ... (view full description)

Michael Beraha

Managing Director and General Manager
BNY Mellon

Michael Beraha is the managing director leading BNY Mellon’s presence in France. He has been the general manager of the European Bank’s branch since October 2016 and prior to that, its deputy branch manager since 2011. Previously, Michael was based in London and responsible for relationships with brokers and investment banks in Europe. He joined The Bank of New York in 2005, leading sales of the Clearance product set in Europe. Before that, he worked at Clearstream Banking for 10 years with growing responsibilities in technology, operations, client services and sales across Custody and Collateral Management product lines for all client segments.   Michael is a member of the Europ ... (view full description)

Pierre Bienvenu

Fintech Expert, French Banking & Insurance Supervisor
Banque de France

Having joined the Banque de France in 2013, Pierre worked in banking supervision teams, especially within the framework of the Single Supervisory Mechanism (SSM). Since July 2016, he is expert at the newly created Fintech-Innovation unit of the French banking and insurance supervisor (ACPR). He is member of the Task force on financial technology at the Basel Committee and member of the Sub-Group on Innovative Product at the European Banking Authority. He holds a Masters degree in Economics and Public Policy from both Sciences Po Paris and École Polytechnique.

Aldous Birchall

Head of Financial Services Artificial Intelligence

Aldous runs the Artificial Intelligence practice in Financial Services Technology Consulting at PwC UK. He is leader in the field of applied AI in financial services, having spent much of the past decade designing and implementing Machine Learning technology, first as a portfolio manager in the banking and asset management industries, and more recently for PwC's clients. 

Mik Bjorkenstam

Global Technology Post-Trade Tech and Ops Transformation

Pierre Bollon

General Representative
Association Française de la Gestion financière (AFG)

Pierre BOLLON, 62, is the Délégué Général of AFG, the French fund and asset Management trade Association. He is a board member of EFAMA and Vice-Chair of PensionsEurope. He is secretary general of the European Savings Institute (OEE) and Vice-Chairman of ORSE, the French Study Center for Corporate Social Responsibility. French 635 (200+ created in the last 5 years) asset management companies, generalist or specialized, entrepreneurial or belonging to global groups, manage 4000 Billion € on behalf of institutional and private investors, both through mandates (2050 Bn€) and through investment / mutual funds (1950 Bn€), making the ... (view full description)

Annik Bosschaert

Chief Operating Officer
BNY Mellon

Simon Brady

Cyber Editor
Euromoney Institutional Investor PLC

Simon has spent 30 years as an editor and publisher specializing in wholesale financial markets, particularly the technology intensive areas of derivatives, securities trading, cash management, FinTech and cybersecurity. He has contributed to publications from The Economist to Time Magazine, been editor of Euromoney, and has sat as Executive Director on the main board of a FTSE-250 listed media company. His current focus is on cybersecurity and cyber-risk management in banks and other large global MNCs.

Rupert Bull

Co-Founder and Chief Executive Officer
The Disruption House

Rupert has over 25 years of FinTech experience within both large organisations (Reuters and Instinet) and start-ups. He co-founded, built, and sold Expand Research, the leading Capital Markets benchmarking and research business to The Boston Consulting Group (BCG) in 2011, before leaving to found The Disruption House in early 2015. The Disruption House helps Investment Banks, Asset and Wealth Managers to identify, assess and track the performance of innovative high growth companies

Chris Church

Chief Business Development Officer
Digital Asset

Chris Church is the Chief Business Development Officer at Digital Asset. He is responsible for establishing and growing the company’s strategic relationships with clients, partners, industry groups and strategic investors. Chris spent more than seven years as Chief Executive Officer of SWIFT Americas and Global Head of Securities. He was part of the executive team that founded Radianz, Inc, the world's largest extranet. At Radianz, his responsibilities included global sales and marketing before BT acquired the Company in 2005. Chris has held senior management roles at ... (view full description)

Martin Clements

CMG OBE, Former Director General
UK Foreign and Commonwealth Office

Martin moved to advising Credit Suisse in 2016 after a long career focussed on digital innovation and cyber in the national security sector of government. Originally trained in computer and natural sciences, he started his career as a coder, writing and selling games in the early personal computer industry. In recent years Martin held prominent leadership positions, building technical capabilities that combine traditional techniques and skills with emerging innovations, especially in the fields of mobile, cyber and data. He was also a Senior Information Risk Owner, managing highly sensitive official IT systems at a time when cyber was emerging ... (view full description)

Michael Cole-Fontayn


Michael Cole-Fontayn is Chairman for the Association for Financial Markets in Europe, a role he has held since September 2015, with him being elected as “Independent Chairman” in January 2018, following his retirement from BNY Mellon in December 2017.   Michael spent 35 years with BNY Mellon, serving as Chairman of BNY Mellon Europe, Middle East and Africa from 2011 to 2017.  In that role Michael was responsible for BNY Mellon’s governance culture in Europe, Middle East and Africa (EMEA) and led regional strategy development, execution and the delivery of enterprise initiatives in the region.   In October 2018, Michael was appointed Chairman elect for The Chartered In ... (view full description)

John Collins

FS Vector

John Collins is Founding Partner at FS Vector, a strategic consulting and advisory firm serving innovative financial technology companies.  John previously worked as Head of Policy at Coinbase and as Vice President of International Policy at the Bankers Association for Finance and Trade.  He is a former Senior Advisor to the US Senate Homeland Security Committee and led Congress’ first work into digital currencies and blockchain technology in 2013.   John serves as an affiliate of the Berkman Klein Center for Internet and Society at Harvard University where he helps lead the Center’s Digital Finance Initiative. 

Isabelle Corbett

Head of Regulatory Affairs and Partnerships

Isabelle Corbett is Head of Regulatory Affairs and Public Partnerships at R3, the premier enterprise software firm driving the development of distributed ledger and blockchain solutions for use across the financial services industry.  As part of R3’s leading global regulatory affairs strategy, she meets with regulators, central banks, and policy makers around the world.  Immediately prior to joining R3, she was an attorney at Cadwalader Wickersham & Taft where her practice focused on derivatives, counseling clients in a variety of regulatory, enforcement, and transactional matters.  Prior to Cadwalader, Isabelle worked at a consulting firm focused on securities and derivatives, where she ... (view full description)

Delphine D'Amarzit

Deputy Chief Executive Officer
Orange Bank

Delphine d’Amarzit is a graduate of the Institut d’Études Politiques de Paris (Sciences-Po) and the École Nationale d’Administration. She began her career at the Inspection Générale des Finances, and then joined the French Treasury Department. In 2003, she became a technical advisor on financial services on the staff of the Minister of the Economy and Finance, then in 2007 she was appointed as adviser on economic and financial affairs to the Prime Minister. From 2009 to 2013, she was in charge of the multilateral affairs and development office at the French Treasury Department, where she oversaw the organisation of France’s Presidency of the G8 and the G20 for the Ministry of Finance, before ... (view full description)

Arnaud De Bresson

Chief Executive Officer
Paris Europlace

Arnaud de BRESSON was born in 1955. He graduated from Institut d’Etudes Politiques de Paris (1978), University of Paris II (1978) and University of Paris X (1977).   Since 1993, Arnaud de BRESSON is Managing Director of Paris EUROPLACE, the professional body in charge to develop  and  to promote the Paris financial marketplace. Paris EUROPLACE gathers all the major players of the Paris financial market place, French and international issuers, investors, banks and financial institutions, as well as the market Authorities.   Arnaud de BRESSON is also Managing Director of the Institut Europlace de Finance (EIF), a research center (created in 2003=, and Vice-Preside ... (view full description)

Domitille Dessertine

Head of FinTech, Innovation and Competitiveness
Autorité des marchés financiers (AMF)

Member of the Regulatory Policy and International Affairs Directorate (DRAI) for the past five years, Domitille Dessertine participated in the creation of the Fintech, Innovation and Competitiveness (FIC) division in May 2016. She has been appointed head of the division, succeeding Franck Guiader, who left the AMF after seven years dedicated to financial regulation, innovation and competitiveness. Domitille Dessertine joined the Autorité des Marchés Financiers in July 2013 as a policy officer at the DRAI in the Asset Management Division. She participated in European and international negotiations on subjects relating to asset management. In this capacity, she was particularly inv ... (view full description)

Romain Dumas

Head of Rates Repo and Collateral Optimization
Credit Suisse

Romain Dumas is a Managing Director of Credit Suisse in the Global Markets division, based in London. He is in charge globally of Rates Repo & Collateral trading. Mr. Dumas joined Credit Suisse in 2004 as a government bond trader, from Lehman Brothers, where he spent eight years in government bond trading. He previously worked for Merrill Lynch, first in corporate finance and then as a Government Bond trader. Mr Dumas started his career with the Ministry of Defence in France working on communication systems for the battlefield.

Matthew Duncan

Morgan, Lewis & Bockius LLP

With more than 20 years of experience Matthew is one of the most experienced lawyers in the European structured finance market, having been involved in the market since the late 1980s and through subsequent innovations, diversifications, regulatory changes, booms and recessions. Matthew’s experience includes advising a wide range of institutions and other entities that operate, invest in, or deal with businesses that provide financial services and products to the consumer, financial, commercial and public sectors in the UK and other jurisdictions. Matthew has played a significant role in many landmark, innovative 'first of kind' transactions that have been widely followed by many ... (view full description)

Adriana Ennab

Director Public Policy Europe and UK
Credit Suisse

Adriana specializes in financial regulatory policy issues affecting the Digital and Innovative agendas, PSD2, Cyber, Data protection, taxation, Securitisation and shadow banking reforms. Prior to joining Credit Suisse, Ms. Ennab’ s career spanned repo trading, marketing and product management for Merrill Lynch, Tradition Government Securities and Goldman Sachs in Asia, London and New York.  She has also run various private ventures in Asia and London.

Ms. Ennab holds a BS in Management and Marketing from New York University and an MBA from Fordham School of Business Management.

Julio Faura

EEA member
Enterprise Ethereum Alliance

Julio Faura is an Enterprise Ethereum Alliance member and CEO of Adhara, a company that seeks to help financial institutions and corporates leverage smart contracts and blockchain to improve the execution of international payments and optimizing liquidity management, in partnership with ConsenSys. His career has been running for more than 20 years along the worlds of Technology and Financial Services, and he now focuses on digital assets, blockchain, and distributed ledgers, particularly on their applications for financial institutions, public institutions and enterprises in general. Before Adhara, Julio led Santander's activities around crypto-currencies, blockchain, and distributed l ... (view full description)

Muriel Faure

President, Commission Recherche et Innovation
Association Française de la Gestion financière ( AFG)

Muriel Faure has spent the vast majority of her career working in asset management as founder and CEO of a leading French asset manager specialised in international digital equities dedicated to professional investors. She is member of the board of the French financial markets authority (AMF). She is also Head of Innovation committee at the French asset management association (AFG). She graduated of ESSEC Business School and French Society of Financial Analysts (SFAF).  

Alain Fischer

Chief Digital Officer – GBIS
Societe Generale

David Gledhill

Group Chief Information Officer
DBS Bank

David Gledhill is Group Chief Information Officer, as well as Head of Group Technology & Operations at DBS Bank, a leading Asian bank and recognised by Euromoney in 2018 as the “World’s Best Digital Bank”. Under his leadership, the bank has consistently delivered business value through the innovative use of technology. In 2017 he was the recipient of the prestigious Massachusetts Institute of Technology (MIT) Sloan CIO Leadership Award, becoming the first CIO from an Asian company to have won. David brings with him over 25 years of experience in the financial service industry and has spent over 20 years in Asia. Prior to joining DBS in 2008, he worked 20 years at JP Morgan, h ... (view full description)

Mariana Gomez de la Villa

Distributed Ledger Technology Program Director
ING Wholesale Banking Innovation

Mariana Gomez de la Villa (1979, Mexican nationality) has joined ING in 2015 and is currently the Distributed Ledger Technology Program Director at ING, with overall responsibility for driving research, development and implementation of Distributed Ledger Technology as well as capitalizing on its potential in order to unlock mass-scale value. Under Mariana’s leadership, the Blockchain program has delivered over 44 proofs of concept and 6 live pilots in collaboration with the following business areas: payments, trade finance and working capital solutions, financial markets, post-trade, bank treasury, lending, compliance and identity. Mariana is also responsible for setting up long ... (view full description)

Gordon Grant

Head of European Client Operations
Morgan Stanley

Gordon is a Managing Director at Morgan Stanley and is currently Head of European Client Operations (Prime Brokerage, Cash Equity and FID, Derivative Clearing, Client On-boarding and Outreach) and Global Fees and Commission Services.  Gordon joined the Firm in 2000 as Head of Australian Operations.  He relocated to Hong Kong in 2005.  Over the next 7 years he held a variety of positions including that of Head of Asia Equity, Syndicate, Derivative & Financing Operations, plus Branches and Joint Ventures.  He moved to New York in 2012 as Global Head of International Tax and Position Services Operations. Gordon relocated to London in 2016 as Global Head of Syndicates, Electronic Trading and ... (view full description)

Jean Pierre Grimaud

Chief Executive Officer
OFI Asset Management

Jean-Pierre Grimaud is the CEO of OFI Asset Management, a position he has held since June 2015. Previously, he was the CEO of Swiss Life AMB, before which he was Chairman of Swiss Life AM, the asset management subsidiary of Swiss Life France. He joined the company in 2002 as CIO and Executive Board Member. Grimaud previously worked for HSBC Asset Management (Europe) and CPR Gestion. He began his career in financial and asset management in 1986, at the Banque Française d’Investissement. From 2007 to 2011, Grimaud was also Chairman of the Board of Af2i (Association Française des Investisseurs Institutionnels) and actively participated in public debates related to the French financial industry. ... (view full description)

Francis Gross

Senior Advisor
European Central Bank

Francis Gross is Senior Adviser in the Directorate General Statistics of the European Central Bank. His interests include developing vision and strategy for overcoming the dual disruption of rapid globalization and digitization, as well as designing and driving the implementation of concrete, feasible measures with transformational power to ultimately deliver measurement tools effective at the scale and speed of today’s finance, especially in a crisis. His immediate focus is on the “real world - data world” interface, primarily object identification. He serves on the Regulatory Oversight Committee of the Global LEI System (GLEIS) and has been instrumental in the ... (view full description)

Luka Gubo

Chief Executive Officer

Luka Gubo is Chief Executive Officer at, quantitative fund manager of FT Quant at Numerica Partners, author of several books and academic research papers, public speaker and stoic. He has wide-ranging experience in trading, investing and risk management. As a high-frequency macro event-driven trader he has helped a small private fund achieve a Sharpe Ratio higher than 4. He has deep knowledge of the market microstructure while also having a great understanding of global macroeconomic trends and cycles. He has developed a global multi-asset flexible quantitative investment strategy that is outperforming the market. It combines global macro cycles an ... (view full description)

Piers Haben

Director of Banking Markets, Innovation and Consumers
European Banking Authority

Piers Haben is responsible for the EBA's work on banking markets, innovation and consumers. He leads teams that look at the reporting and loan management, financial technology and innovation, capital markets developments, payments systems and consumers. Until 2018, Piers was responsible for the EBA's risk infrastructure and stress testing work as well as supervisory convergence across the EU. Prior to joining the EBA, Piers worked for the Financial Services Authority in the United Kingdom, where he held a number of roles related to prudential policy and supervision, including leading the FSA's policy work on stress testing and the supervisory review of firms under the second p ... (view full description)

Ayaz Haji

Managing Director, Head of Enterprise Reference Data
Goldman Sachs

Ayaz is global head of Reference Data Technology, responsible for driving the firm's internal and external reference data strategy. His team manages the firmwide datasets for products, clients, accounts and reference prices. Previously, Ayaz served as the technical architect on the MiFID II program, driving the firm's Platform and Data strategy as the firm prepared for the implementation of the directive.
Ayaz serves on the board of DROIT Financial Technologies and is co-chair of the Market Infrastructure and Technology Oversight Committee at the International Swaps and Derivatives Association (ISDA).

Oliver Harris

Head of Crypto-Assets Strategy & Quorum
JP Morgan

Oli Harris is Head of Crypto-Assets Strategy and Quorum. In this role, Oli is responsible for developing a comprehensive, crypto-assets strategy and portfolio of projects that can be taken to market. He also leads the strategy and execution for Quorum, the firm's distributed ledger and smart contract platform. Previously, he was Head of FinTech and In–Residence at J.P. Morgan. Prior to working at J.P. Morgan; he worked for the Office of Tony Blair as an Advisor to the President's Office of Myanmar, was a Project Manager at the World Economic Forum where he led their New Energy Architecture Initiative, and was a Strategy Consultant at Accenture. Oli is a passionate design thinker, ... (view full description)

Richard Hay

UK Head of FinTech
Linklaters LLP

Richard is the firm’s FinTech lead and has considerable experience in advising on the financial structuring and regulatory aspects of innovative capital markets structures, products and systems.   He regularly advises investment banks, broker-dealers, market infrastructure providers and start-ups on the deployment of novel technologies to support new or existing business lines. He has particular experience of new product development in the context of market infrastructures, notably trading, clearing, payment and settlement systems. He has also advised numerous start-ups and buy-side institutions on the creation and issuance of novel instruments and investment structures.   ... (view full description)

Rav Hayer

Partner, Financial Services Assurance ARCA practice

Rav is a Partner in PwC's Financial Services Assurance ARCA practice (Advanced Risk & Compliance Analytics). Since joining PwC, he has been driving the Digital, Customer, Data and Analytics agenda for Financial Services, and leading the firm's FinTech and GDPR propositions, with a focus on innovation. Rav's background is in transformation delivery, with extensive experience helping clients to transform their approach to privacy, harness the value of the data they hold, keep up with the latest regulation, and ensure daily operations are fit for the digital economy. He joined PwC in 2016 from Accenture, where he was an MD heading up their Digital Interactive practice for Financial Services ... (view full description)

Simon Herbert

Managing Director, FRC

Simon is a Managing Director at UBS Investment Bank, where he is Head of Change for the FX, Rates and Credit businesses and also Programme Lead for the Investment Bank's MiFID II implementation programme.

David Hudson

Head of Markets Execution
JP Morgan

David Hudson is the global head of Markets Execution and a member of the Corporate and Investment Bank’s Management Committee. In this role David is responsible for assessing emerging trends and developing products, electronic platforms, and potential partnerships – inside and outside the bank – that could transform the way we, and our clients, do business. David also has responsibility for our electronic distribution channels, including J.P. Morgan Markets and J.P. Morgan Execution Services. David has held a variety of positions at JPMorgan, most recently as CFO of Global Markets where he was responsible for Finance and Business Management function as well as regulatory and ... (view full description)

Syed Hussain

Chief Executive Officer

Syed S. Hussain is a highly innovative global executive, thought leader, advisor, investor, and serial entrepreneur.  He currently serves as the CEO for BANKEX US - a top 50 fintech company that leverages blockchain technology to build the ‘Internet of Assets’ – where he is responsible for global sales, marketing, partnerships and the overall client experience.  Syed has gained a diverse set of experiences across a variety of industries, while also launching multiple ventures throughout the process, that include several successful exits, the first of which was a company that he founded while attending high school. Throughout his career Syed has taken on multiple roles, including ... (view full description)

Emran Islam

Financial Markets Infrastructure Expert
European Central Bank

Emran Islam is a Market Infrastructure Expert at the European Central Bank (ECB).   Emran co-ordinates the cyber resilience work for the Eurosystem. He was a part of the team that developed TIBER-EU, the Cyber Resilience Oversight Expectations, established the Euro Cyber Resilience Board and operationalized the recent Business Continuity Exercise (UNITAS), which was a desktop exercise that simulated a cyber scenario in the euro area. Emran is involved in various international cyber groups, including the G7 Cyber Expert Group, the CPMI Task Force for Reducing the risk of wholesale payments fraud related to endpoint security, the FBS Cyber Lexicon Working Group and the ESRB Systemi ... (view full description)

Isabelle Jenkins

Partner, Financial Services Technology Consulting

Isabelle is PwC UK's Banking and Capital Markets Leader and a Partner in their Financial Services Technology Consulting practice. She has been a partner at the firm for 14 years, during which time she has led a large number of critical projects for the industry on a global basis. These have included: taking the role of interim CIO at Lehman Brothers International Europe (in Administration) where she was responsible for ensuring that the investment banking IT architecture could support the wind down of the trading portfolio; being lead IT delivery partner supporting the UK government in establishing a scheme to protect the assets of a large financial services player; and leading the technolog ... (view full description)

Hossein Kakavand

Chief Executive Officer
Luther Systems

Luther Systems CEO, Hossein Kakavand has extensive experience in the technology space and financial enterprise services. He received his Ph.D from Stanford University in Information Systems and Statistics, and subsequently Stanford Business School. He was a fund manager at Soliton Capital, a quantitative hedge fund with focus on ETF trading. He has also been with Funding Circle, a leading Financial Technology peer to peer financing platform, where he was part of the team launching the capital markets group, where he was instrumental in developing and bringing to market the first Securitization of a portfolio of fixed income peer to peer (P2P) assets across Europe, and setting up an Exchange ... (view full description)

Yuko Kawai/Yamada

General Manager Europe and Chief Representative London
Bank of Japan

She joined Bank of Japan in 2003 and had served as Kochi branch manager, Head of Foreign Exchange Division, Chief Representative in Hong Kong and also took various oroles in the Financial Markets and in the Financial System and Bank Examination Department. Her latest assignment was the Head of FinTech Centre, which aims to conduct research and to facilitate the information amongst practitioners, researchers and other related parties both outside of and within the Bank for FinTech and the associated subjects. Prior to joining the Bank, she worked in JPMorgan/Chase/Chemical bank group taking various roles in the financial market division, most notably dealing derivatives products, and su ... (view full description)

James Kemp

Managing Director

James Kemp is the Managing Director of the GFMA’s Global FX Division, having established it in 2010. He also established AFME’s Technology and Operations Division in 2016, and more recently took management responsibility for the Compliance, Tax and Accounting Committees which he has merged to form the new Policy Division. He is heavily involved with efforts to enhance industry conduct, having been involved in the Global FX Code work and as a Board member of the UK’s FICC Market Standards Board. He sits on the Bank of England’s FX Joint standing Committee. The Global FX division has 25 global members - between them accounting for approximately 85% of the global FX dealer market - and is ... (view full description)

Piya Khanna

Managing Director, Head of Technology and Process Global Markets
Crédit Agricole CIB

Piya Khanna is the Head of Global Markets Technology and Process Group at Crédit Agricole CIB. She has extensive experience in financial services technology delivery and change management.

She started her career at UBS in Zurich and joined the eFX team in London in 2001, where she was responsible for the eFX Cash products and channels. She joined Standard Chartered in 2006 where she was appointed Global Head of FX and Commodities eChannels Product Management, in 2008. Prior to joining CACIB, Piya worked at RBC as a Business Architect in Fixed Income and Currencies IT.

Piya Khanna has an Honours degree in Zoology from Delhi University.

Dino Kos

Chief Regulatory Officer

Dino Kos joined CLS in 2013 and is Head of Regulatory Affairs, based in New York.   He is responsible for monitoring the potential impact on CLS of any external developments from governmental bodies and industry groups. Dino spent over 20 years at the Federal Reserve Bank of New York (FRBNY), rising to the position of Executive Vice President of the Markets Group, with responsibility for open market operations, foreign exchange trading, and correspondent banking services provided by the FRBNY to other central banks. Dino also represented the FRBNY at numerous international meetings, including those of G10 central banks at the Bank for International Settlements (BIS), the Treasury ... (view full description)

Allison Krill

Managing Director, Head of EMEA Global Banking and Markets Technology
Bank of America

Allison is responsible for EMEA Global Banking and Markets Technology. Global Banking & Markets Technology provides end-to-end technology solutions and support for Global Banking and Global Markets (including Equities, Electronic Trading, Rates and Currencies, Credit and Structured Products, Commodities, Sales and Capital Markets and Global Markets Operations & Middle Office, Wholesale Banking, Research, Commercial, Corporate and Investment Banking clients).   Allison is also head of EMEA Global Transaction Services Technology (GTST). Allison joined GTST in August 2016 and has overall responsibility for the end-to-end delivery of technology solutions supporting the global ... (view full description)

Ricardo Laiseca

Head of Global Finance

Ricardo Laiseca is Managing Director and Head of Global Finance at BBVA. He was COO of BBVA Corporate and Investment Banking from 2013 to 2015. Previously, he was Head of BBVA Global Markets and Head of BBVA Corporate and Investment Banking Europe from 2006 to 2013. With more than 25 years of experience in investment banking, he is member of the Board of Directors of the Association for Financial Markets in Europe, AFME. Graduated from the University of the Basque Country with a First in Economics and Third National Award, post-graduate studies at the Catholic University of Leuven, Master in Finance from the Center for Monetary and Financial Studies, MBA from IE Business School a ... (view full description)

Eric Larcheveque

Chief Executive Officer

Serial entrepreneur since 1996, Eric founded several companies in various sectors across Europe.
In 2013, he discovered Bitcoin and the blockchain technology that struck him as the fourth industrial revolution. He then opened La Maison du Bitcoin, the French Bitcoin Center, before co-founding Ledger with the ambition to build the next European technological giant and raised a Series B round of $75 million in 2018. Ledger has since sold over 1 million Nano S hardware wallets globally and recently launched Ledger Vault, a multi-authorization cryptocurrency wallet management solution enabling financial institutions to safe-keep their funds.

Simon Lewis

Senior Managing Director, EMEA Vice Chairman
FTI Consulting

Simon Lewis is a London-based Vice Chairman in EMEA and Global Head of Financial Services in its Strategic Communications Segment. Simon will help develop FTI Consulting’s client relationships across the region and support the firm’s strategic initiatives. In his role as Global Head of Financial Services in Strategic Communications, Simon will work closely with senior leaders throughout the firm to maximise business success in this important sector—ensuring best-in-class client service, coordinating cross-border business development opportunities and enabling further investments in talent. Simon's distinguished career has spanned both the private and public sectors. As the foundi ... (view full description)

Klaus Löber

Head of Oversight Division, DG Market Infrastructure and Payments
European Central Bank

Klaus Martin Löber is Head of the Oversight Division of the European Central Bank, in charge of the oversight of financial markets infrastructures and payments instruments. His areas or responsibility also encompass the ECB’s global regulatory policy activities with a focus on payments and market infrastructures. Furthermore, Mr Löber is contributing to the ECB’s fintech and digital innovations agenda and acts as chair of the CPMI working group on digital currencies and co-chair of the CPMI-IOSCO working group on digital innovations looking into relevant developments. Prior to his current position, from 2012 to 2016, Mr Löber was Head of the Secretariat of the Co ... (view full description)

Steven Maijoor

European Securities and Markets Authority (ESMA)

Steven Maijoor has been the Chair of the European Securities and Markets Authority (ESMA) since taking up office 1 April 2011. He is the first chair of the authority and is currently serving his second five-year term. He is responsible for representing the Authority as well as chairing ESMA’s Board of Supervisors and the Management Board.  The role of the Board of Supervisors is to give strategic guidance to ESMA and make all main regulatory and supervisory decisions. The Management Board's purpose is to ensure that the Authority carries out its mission and performs its tasks. Prior to taking up this role, Steven was Managing Director at the AFM, the Dutch financial markets regul ... (view full description)

Patrick Mang

Head of Innovation for Global Markets

Patrick Mang is the Head of Innovation for Global Markets at HSBC where he is responsible for funding internal innovation projects, forming relationships with FinTechs, sponsoring bank consortia investments, and championing the adoption of blockchain, cloud, and advanced analytics. Previously, Patrick was the Head of Innovation Strategy for HSBC Group, where he worked with senior management to develop the bank's approach to incorporating new technologies into the bank and responding to changes in the competitive landscape. He was particularly involved in the Open Banking Working Group sponsored by the UK Treasury and chaired the Digital Strategy Group at the British Bankers Association ... (view full description)

Véronique McCarroll

Head of Strategy & Business Transformation
Crédit Agricole CIB

Graeme Munro

Managing Director
JP Morgan

Graeme Munro is the global manager for Derivatives Operations in the Corporate and Investment Bank. Graeme’s team provides operational support for the firm’s Over the Counter and Listed/Cleared Derivatives and Foreign Exchange trade processing. The team services the Markets, Investor Services and Banking divisions. In addition Graeme has responsibility for overseeing the firm’s Client Asset agenda in relation to the UK FCA client protection regulations. Graeme is also the location lead for the Bournemouth site.   Graeme has a degree in Statistics from the University of Aberdeen, and joined J.P. Morgan directly from university in 1989 through the graduate development programme. He ... (view full description)

John Orchard

Chief Executive Officer, Banking & Finance Group; Board Member
Euromoney Institutional Investor PLC

John Orchard read German and History at UEA, Norwich, England, under the tutorship of the writer W.G. Sebald (Austerlitz, Rings of Saturn). More through happenstance than design, John took a German-speaking sales job at the training division of Euromoney after graduating in 1993 and has remained with the firm in one guise or another ever since. Switching to the publishing wing in 1998, John worked as Associate Publisher on and subsequently at the flagship title, Euromoney, where he became Deputy Publisher. In 2006 John became Managing Director of EuroWeek, the capital markets newspaper which is now at the core of ‘GlobalCapital’, a news and data platform launched in ... (view full description)

David Ostojitsch

Director, Technology and Operations

David Ostojitsch is the Director of the Technology and Operations Division at the Association for Financial Markets Europe (AFME). In this role, David brings together members representing the leading global and European banks to engage on matters of policy, advocacy and thought leadership, in three priority areas: FinTech and Emerging Technologies, Cybersecurity, and Industry Utilities.

Before joining AFME, David was a Senior Manager at PricewaterhouseCoopers, specialising in IT Strategy and Technology Transformation in capital markets, investment management and insurance. Prior to management consulting, David held roles in UK retail banking and IT outsourcing.


Christine Ouyang

Distinguished Engineer; IBM Q Network & Systems Strategy; Master Inventor and Member of AoT

Mario Pardo

Head of Enterprise Clients

Mario Pardo heads Enterprise Clients , the unit within Clients Solutions responsible for developing digital solutions for SMEs, Companies, Corporations and Institutions, including DIY (Do it yourself) solutions through our digital channels as well as tools for our relationship managers and products solutions in order to offer best in class human experience to our clients. Previously, Mario was Head of Customer Solutions Strategy , Head of Strategy and Transformation at CIB BBVA , Industry Banker for Consumer clients globally at BBVA , as well as Global Head of M&A at BBVA . Mario joined BBVA in 2008. Prior to BBVA, Mario worked for 9 years at Goldman Sachs in Lond ... (view full description)

Satya Pemmaraju

Founder & Chief Executive Officer
Droit Financial Technologies

Satya Pemmaraju is founder and CEO of Droit Financial Technologies. Prior to founding Droit, Satya was Managing Director in FICC Trading at UBS Investment Bank.

Satya is a mathematician by training with a B.S. from MIT and a PhD from Northwestern University.

Alicia Pertusa

Managing Director, Corporate and Investment Banking

Alicia Pertusa is Head of Strategy in BBVA Customer Solutions. She leads global innovation and transformation projects for retail customers and corporate clients, bridging current business needs with cutting edge technology developments and new industry business models. 

In her role, Alicia covers two complementary angles: strategic understanding of the financial industry transformation, and impact on the bottom line of the businesses, and implementation of innovation projects with fintech and consolidated tech and infrastructure providers.

Also, since 2016 Alicia co-chairs AFME (Association for Financial Markets) Technology and Operations Committee.

Brian Quintenz

Commodity Futures Trading Commission (CFTC)

Brian D. Quintenz was nominated by President Trump as a Commissioner of the CFTC on May, 12, 2017, was unanimously confirmed by the Senate on August 3, 2017, and was sworn into office on August 15, 2017 for the remainder of a five-year term expiring in April 2020. Prior to his appointment to the CFTC, Mr. Quintenz founded and served as the Managing Principal and Chief Investment Officer of Saeculum Capital Management, a registered Commodity Pool Operator that specialized in risk management and technical analysis investment strategies. Mr. Quintenz started his career in finance at Hill-Townsend Capital, a Registered Investment Advisor established to focus solely on U.S ... (view full description)

Richard Radley

Lead, Customer Engineering, Google Cloud

Richard leads Google Cloud Customer Engineering for Financial Services, based in London.  Richard and his team advise executives at Google's strategic customers on how to use Google's technology to transform their businesses.  Richard has worked with several Global and European financial institutions spanning Investment and Retail banking, Insurance and Payments Providers and Fintech start-ups.  Richard joined Google in early 2016; prior to that, Richard worked in Management Consulting advising clients across sectors on technology outsourcing, cloud adoption and technology investment.

Gregory Rattray

Global Cyber Partnerships & Government Strategy
JP Morgan

Dr. Greg Rattray is Director of Global Cyber Partnerships & Government Strategy at JPMorgan Chase, responsible for strengthening and developing JPMorgan Chase’s relationships with law enforcement officials, government agencies and industry partners as it pertains to cybersecurity. Dr. Rattray also serves as interim Co-President of the Financial Systemic Analysis & Resilience Center (FSARC), a private-public partnership and long-term strategic initiative that will focus on activities that deepen analyses of system risk across financial products and practices. Greg joined JPMC in 2014 as the Global Chief Information Security Officer (CISO).  Pri ... (view full description)

Ben Rayner

Head of Innovation and Productivity

Stefan Reininger

Managing Partner & Head of Software
Lucht Probst Associates GmbH

Stefan Reininger is Managing Partner of LPA and head of the software department. Together with his team of IT and capital market experts, he develops and implements ground-breaking digital solutions for investment banks and manufacturers of financial instruments. Recent activities include the successful launch of integrated applications to comply with MiFID II and the PRIIPS regulation for Global and European financial institutions.
During his career, Stefan worked as entrepreneur, financial engineer, derivatives sales manager and software engineer. Stefan is CFA chartholder and studied business informatics at the TU Darmstadt.

Anne-Catherine Ropers

Global Head of Human Resources - Global Banking & Investor Solutions
Societe Generale

Anne-Catherine Ropers was appointed Global Head of Human Resources for Société Générale Global Banking & Investor Solutions in January 2017.   Anne-Catherine joined Societe Generale in 2001. Her past positions include Head of Human Resources for Societe Generale Corporate & Investment Banking's front-office business lines in Asia-Pacific based in Hong Kong and Head of Human Resources for Lyxor Asset Management. She became Head of Human Resources for Societe Generale Global Markets worldwide activities in 2010 and was in charge of the Human Resources dimension of the Newedge integration within Societe Generale Group.  Anne-Catherine is a graduate from ENS Cacha ... (view full description)

Subas Roy

Partner, Digital Risk and Compliance
Oliver Wyman

•Subas is a Partner in Oliver Wyman with over twenty years of strategic digital consulting experience including combinations of advanced analytics, machine learning and automation tools. •Prior to Oliver Wyman, Subas was a senior Partner at a Big4 Accounting Firm responsible for developing global advisory practice for Financial Services Risk, Controls and Regulatory Technology. •Currently, Subas is also the non-executive Chairman of the International RegTech Association (IRTA) which is the premier trade body representing RegTech firms globally. •His recent projects include: –Review and refit the AML and KYC automation programme of a universal bank with reductions of f ... (view full description)

Philippe Ruault

Chief Innovation and Digital Officer
BNP Paribas

Philippe was appointed Head of Digital Transformation at BNP Paribas Securities Services in May 2016.   In this role, Philippe is responsible for identifying, building and investing in the technology solutions driving change in the securities services industry, as well as delivering our Securities Services 3.0 business model.   Philippe joined BNP Paribas Securities Services in May 2001 running projects and product development in the clearing, settlement and custody area. In this role, he successfully developed new client solutions including outsourcing for banks and brokers and a number of global clearing and settlement services.   Philippe then moved to ... (view full description)

Benjamin Samuels

Director of Enterprise Sales, Global Financial Services

Current role: Enterprise Business Development Director for EMEA & APAC. Been at WeWork since March 2017. Ben has been building a team to work with world’s largest and leading companies, as they begin to partner with WeWork as part of their real estate, business and workplace strategies. More recently, Ben has been focussed on building a global financials services business, particularly around global banks.   Prior to joining WeWork as Director of Enterprise, Ben was a WeWork member for 1 year, launching & scaling a Fintech start up. He enjoyed the journey and experience so much, that he joined WeWork to support and be part of the global m ... (view full description)

Philip Saunders

Managing Director
Goldman Sachs

Philip Saunders is a Managing Director at Goldman Sachs, responsible for Cross Divisional Projects and Architecture in EMEA.  
Philip’s team leads a number of large business, regulatory and engineering initiatives for the firm, such as the recent MiFID II program.  He has been at Goldman Sachs since 2001.

Nick Skinner

Senior Vice President
Northern Trust Corporation

Nick Skinner works in Northern Trust’s Market Advocacy & Innovation Research organization. He is responsible for enabling business unit strategy development in relation to market and technology innovation. Nick’s role encompasses working with key industry associations, consortia, other FS firms, start-up and mature Fintechs, and regulatory engagements in support of Northern Trust’s strategic advocacy and innovation initiatives. His portfolio includes evolving market infrastructures and emerging technology innovation targeted at driving business growth and operational efficiency.   Career Background Nick’s background includes financial services and technology firms, with ... (view full description)

Lex Sokolin

Global Fintech Co-Head

Lex is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation. Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform that received a $25mm investment from Wisdom Tree. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine.   Lex is a contributor of thought leadership to th ... (view full description)

Kaushalya Somasundaram

Head of Fintech Partnerships & Strategy, Corporate & Institutional Digital Group

Kaushalya is currently the Head of Fintech Partnerships & Strategy for the Corporate & Institutional Digital group in HSBC. In this role, she leads the partnership and corporate venturing for HSBC's core businesses including Global Liquidity and Cash Management, Global Trade and Receivables Finance, Custody & Security Services, and Global Markets. In her current capacity, Kaushalya has led HSBC's efforts in the Distributed Ledger Technology (DLT) space including the investment in and partnership with R3. Kaushalya has also led HSBC's partnerships with companies including Tradeshift and Kyriba among others and HSBC’s participation in major industry initiatives such as the Ut ... (view full description)

Rupesh Srivastava

Technology Associate
University of Oxford

Dr Rupesh Srivastava is a Technology Associate in our User Engagement Team. His role is to be a bridge between the latest cutting edge scientific research and industry and to help commercialise the technologies being developed in the goal towards creating a quantum computer.
Rupesh has more than 20 years' experience working in the software industry in start-ups and as a freelance technical consultant.
His background is in Physics and he holds a PhD from Royal Holloway, University of London, on Fourier Transform Infrared Spectroscopy of Diamond.

Philip Taliaferro

Head of Strategy, Europe and Asia-Pac
Broadridge Financial Solutions

Philip Taliaferro currently serves as the Head of Strategy for Broadridge’s businesses in Europe and Asia-Pac.  His responsibilities include organic growth acceleration as well as acquisitions in region – spanning across capital markets, asset management and governance.  Prior to this appointment, Philip served as a General Manager for Broadridge’s Connectivity and Operational Control products which serve a global base of 350 clients.  Philip previously held product management and strategy roles at Broadridge.  In his prior career as a management consultant, Philip worked across Financial Services, Financial Services Regulatory (public sector), digital advertising, automotive, aerospace and ... (view full description)

Chuck Teixeira

Managing Director, Chief Administrative Officer and GBM Head of Transformation

Chuck Teixeira is a Managing Director, Chief Administrative Officer and GBM Head of Transformation for Global Banking and Markets at HSBC. Chuck is an active member of the GBM Operating Committee and executing on the its vision for a simpler, better, faster GBM organisation. Under the Transformation banner at HSBC, Chuck leads the global, cross-business effort of business model redesign and solutioning, using the latest market capabilities; Big Data, Automation, Distributed Ledger Technologies, Digital Platforms, FinTech partnerships and Cloud enablement. Chuck is instrumental in developing a design led culture and tapping into new streams of talent around the globe. Chuck comes ... (view full description)

Marcus Treacher

Senior Vice President of Customer Success

Marcus Treacher is SVP of Customer Success at Ripple. Marcus has over 30 years of experience in transaction banking and payment technology, including 12 years in global leadership roles at HSBC. He served as a member of the Global Board of SWIFT from 2010 to 2016. Prior to joining Ripple Marcus was HSBC’s Global Head of Payments Innovation, applying emerging fintech to solve customer challenges in digital payments, trade and supply chain. Prior to HSBC, he held leadership positions at Citigroup and Accenture. Marcus also works with industry communities, organizations and governments to help shape new payment practices. He chaired SWIFT’s global advisory body for corporates from 2010 to 2016 ... (view full description)

Nicholas Tuppen

Senior Vice President, Global Information Security
Bank of America Merrill Lynch

François Villeroy de Galhau

Banque de France

François Villeroy de Galhau was born in Strasbourg on 24 February 1959 into an industrial family from the East of France with roots in Saarland. He studied at the Lycée Saint-Louis-de-Gonzague and graduated from the École Polytechnique (class of 1978) and the ENA (class of 1984 “Louise Michel”). He is also a former Inspector of Finance. From 1990 to 1993, he was European advisor to the Minister of Finance and Prime Minister Pierre Bérégovoy. He then held various posts at the French Treasury in Bercy, before becoming financial advisor at the Permanent Representation of France in Brussels. Under the government of Lionel Jospin, he was chief of staff of the Minister of the Economy a ... (view full description)

Christopher Woolard

Executive Director for Strategy & Competition, Board Member
Financial Conduct Authority

Christopher is Executive Director for Strategy and Competition and a member of the FCA Board. He is responsible for policy, strategy, competition, economics, market intelligence, consumer issues, communications and FCA Innovate. He is a non-executive board member of the Payment Systems Regulator.

Christopher joined the FCA in January 2013.

Prior to this he has held senior roles at Ofcom, the BBC and in the civil service. He is a Sloan Fellow of London Business School.

Prof. Joachim Wuermeling

Executive Board Member

Prof. Dr. Joachim Wuermeling took office as a member of the Executive Board of the Deutsche Bundesbank on November 1, 2016. He is responsible for the Directorates General Markets and Information Technology. In addition, he is provisionally in charge of the Directorates General Banking and Financial Supervision as well as Economic Education, University of Applied Sciences and International Central Bank Dialogue. Prior to taking on his current position, Mr. Wuermeling, who has a PhD in Law, held a variety of executive-level posts in the financial and insurance industries as well as in politics. From 2011 until his departure for the Bundesbank, Mr. Wuermeling was Chairman of ... (view full description)

Dr. Lewis Z. Liu

Co-Founder & Chief Executive Officer
Eigen Technologies

Lewis co-founded Eigen Technologies in 2015. Having started his career as a consultant at McKinsey & Company in London, he then founded and led the Quantitative Finance & Strategies Division for Aleron Partners LLP, a boutique private equity advisory firm. He is also a former Senior Advisor to Linklaters LLP, where he co-founded the Tactical Opportunities Group, a deal origination team. Lewis holds a Doctorate in Atomic & Laser Physics from the University of Oxford. During his studies at Oxford, Lewis invented a new class of X-ray laser, and the mathematics behind this invention was later abstracted into Eigen's core technology. Lewis received Harvard’s first Joint Ba ... (view full description)

Benoît de Juvigny

Chief Executive Officer
Autorité des marchés financiers (AMF)

Benoît de Juvigny, a graduate of HEC and IEP in Paris and a former student at ENA, began his career as Inspector of Finances at the French Ministry of Economy and Finance. After different posts at the French Ministry of Economy and Finance, he joined Crédit Lyonnais where he held various posts specialising in corporate banking and corporate finance in Paris and Brussels. He joined Hervet Bank where he was a member of the Executive Committee. He was responsible for developing the strategic plan for the CCF-HSBC group. He became CEO of Dewaay Bank –dedicated to asset management- in Brussels. In 2004 he joined the AMF as the Head of Investment Service Providers and Products. In 2006 he wa ... (view full description)
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Event Contacts for GI2: Global Innovation Institute


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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.

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Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • 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


    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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