Bala Annadorai

Senior Director of Business Strategy
Peernova

Bala is a senior financial services executive with extensive experience in developing strategic solutions and leading large-scale complex technology projects for global clients. During his time at PwC, he helped lead data analytics technology and collateral management groups, providing a host of advisory services to buy-side firms, sell-side banks, and industry utilities. Prior to PwC, Bala consulted with many global investment banks to build enterprise solutions with a particular focus on delivering technology and operational capabilities in the post-trade processing arena.

Silona Bonewald

Vice President of Community Architecture
Hyperledger

Silona Bonewald serves as Vice President of Community Architecture at Hyperledger. She is responsible for facilitating the creation of the community meta-patterns and processes that a global organization like Hyperledger requires. Silona has been involved in Open Source Communities for over 14 years where she has helped four companies transition from proprietary to open source. Most recently, she has been working on the creation of the InnerSource Community with a strong focus on business integrations. She lead the InnerSource efforts at PayPal helping bottleneck teams remove years of backlog and promote collaboration across business units. She brings that knowledge of cross-business proc ... (view full description)

Mason Borda

CEO
TokenSoft Inc.

Mason is a technology entrepreneur who has spent his career building secure infrastructure to enable the compliant transfer of digital assets. In 2016, he built the first commercially viable custody solution on the Ethereum network. He started working on blockchain infrastructure in Silicon Valley in 2014. Today, he is CEO of TokenSoft, the leading technology and security platform for companies seeking to use digital assets as a growth strategy. TokenSoft proudly adheres to the highest standards for regulation and compliance, across jurisdictions. Under Mason’s leadership, the firm has supported its clients who have raised more than $400 million in assets, with expectations for more than $1 ... (view full description)

Perianne Boring

Founder & President
Chamber of Digital Commerce

Perianne Boring founded the Chamber of Digital Commerce building it into the world’s largest trade association representing the blockchain industry. Perianne was named among CoinDesk’s “10 Most Influential People in Blockchain 2016” and “Top Woman in Bitcoin 2015” for her public policy accomplishments. Perianne is a communications expert and avid public speaker. She has presented at leading industry events including the Consumer Electronic Show (“CES”), Money 20/20, South by Southwest and many others. She also contributes to Forbes through her column, “The Beauty of the Blockchain.” Prior to forming the Chamber, Perianne was a television host and anchor of an international finance program th ... (view full description)

Frank Chaparro

Reporter
The Block

No biography specified

Justin Chapman

SVP, Global Head of Market Advocacy & Innovation Research
Northern Trust Corporation

Justin Chapman leads Northern Trust’s Market Advocacy & Innovation Research organization. He provides strategic leadership with respect to innovation, financial technology and regulation.  This involves researching and framing new market and technology innovations to drive profitable business growth and operational efficiencies. He also coordinates Northern Trust’s key industry associations and regulatory engagements aligned to the bank’s strategic innovation initiatives. With 30 years in the securities industry, he has a diverse background covering the following roles; Equity Trading, Head of Trade Architecture, Global Head of Strategic Implementation, Global Head of Change ... (view full description)

Chris Church

Chief Business Development Officer
Digital Asset

Chris is the Chief Business Development Officer at Digital Asset. Previously, he spent more than seven years as the Chief Executive of SWIFT Americas and Global Head of Securities. Chris was also part of the executive team that founded Radianz, Inc, the world's largest extranet. At Radianz, Chris' responsibilities included global sales and marketing before BT acquired the Company in 2005. Chris has held senior management roles at Reuters in both London and San Francisco and has previously served as a Board Member and Vice Chairman of XBRL US. Chris is a member of the FinTech Advisory Committee at the Ontario Securities Commission, and he was also a Member of the Board of the International Se ... (view full description)

Olivier Dang

Chief Operating Officer, Wholesale Digital Office
Nomura

Olivier Dang is the Global Chief Operating Officer for the Wholesale Digital Office of Nomura. He is responsible for the development and implementation of the digital strategy of Nomura’s Wholesale business which includes rolling out Artificial Intelligence tools, building out client ecosystem capabilities, supporting development of eTrading platforms and pursuing opportunities in digital assets.   Olivier has been at Nomura since 2010 and has held various positions in Europe and Asia ex-Japan with his most recent one as Head of Strategy for Nomura Wholesale division in Asia ex-Japan.   Prior to this, he was a Management Consultant at McKinsey in London where he advis ... (view full description)

Arijit Das

SVP - Division Manager
Northern Trust

No biography specified

Elizabeth Davis

Shareholder
Murphy & McGonigle

After nearly 20 years of service with the federal government, Ms. Davis joined Murphy & McGonigle, P.C., which serves the litigation, enforcement defense, and regulatory counseling needs of clients across the full spectrum of the financial services industry.  Ms. Davis is a member of the firm’s FinTech & Blockchain Practice Group, which advises a diverse range of market participants, companies, and individuals on complex regulatory and legal matters related to the use of technology and regulatory developments impacting blockchain technology.  During her tenure with the CFTC, Ms. Davis was a Chief Trial Attorney with the CFTC’s Division of Enforcement and supervised and led regulatory ... (view full description)

Marcus Denne

Executive Director of DRS Product Management
DTCC

No biography specified

Mike DiPetrillo

Senior Director, Blockchain
VMware

Mike DiPetrillo is the Senior Director of Blockchain Technologies at VMware. In his most recent role he is responsible for all things blockchain at VMware and advancing the innovations that VMware has made in blockchain with customers, partners, and through open standards. Mike has a long history of developing and launching new, industry changing initiatives at VMware including the initial launch of x86 virtualization with ESX, the initial launch of cloud technologies, cloud-based lab solutions with the VMware Learning Platform, and now blockchain. Prior to VMware Mike spent his time launching the first global VoIP networks, the first global search engines, and many o ... (view full description)

Carlos Domingo

CEO & Co-Founder
Securitize

Carlos Domingo is a senior executive, entrepreneur, investor, and currently the CEO and Co-Founder of Securitize, Inc. Before becoming the CEO of Securitize, Carlos co-founded and launched SPiCE VC, a fully tokenized VC fund. In order to ensure global compliance for SPiCE VC, Carlos and his team created the security token issuance and lifecycle management platform that would later become Securitize, Inc. Prior to SPiCE and Securitize, Carlos was the President and CEO of Telefonica R&D, and CEO of New Business and Innovation at Telefonica Digital, as well as co-founder and board member of Wayra, one of the world’s largest corporate accelerators. He has been CTO and CEO or board member of ... (view full description)

Lucien Foster

Head of Digital Partnerships
BNY Mellon

Lucien is Head of Digital Partnerships for BNYM, where he is responsible for executing global digital partnerships with technology companies, clients and emerging firms. He is also responsible for strategic investments Firmwide.
Previously, he was at J.P. Morgan, leading strategic partnerships with big data and cloud technology companies and Nasdaq, as a senior member of the Corporate Strategy group, focused on acquisitions and partnerships. 
He began his career as a mergers & acquisitions banker in San Francisco and New York, focused on technology and capital markets.

Gangesh Ganesan

CEO
Peernova

Gangesh Ganesan is a co-founder of PeerNova and serves as its President and CEO. Mr. Ganesan is an experienced technologist and entrepreneur and has worked in senior technical, marketing, and product management roles in many prominent companies in Semiconductor, Cloud, and Software industries. Mr. Ganesan was co-founder and CEO of a Hadoop Big Data startup called Factals from 2012 to 2013. From 2008 to 2012, Mr. Ganesan served as President and CEO of Ubicom, a network processor company that was acquired by Qualcomm. Prior to joining Ubicom, Mr. Ganesan served as Director of Strategic Marketing for Marvell Semiconductor. Mr. Ganesan also served as Director of Marketing for TCAMs and Networkin ... (view full description)

Marley Gray

Principal Architect, Azure Blockchain Engineering
Microsoft

Marley Gray currently serves as the Principal Architect for the Azure Blockchain Engineering team leading the design and development of Microsoft’s Blockchain Middleware platform code named – “Bletchley”.  Prior to this role, he was Director for Business Development and Tech Strategy for the Cloud and Enterprise division at Microsoft where he initiated Microsoft’s Blockchain as a Service project. In his current role, he is responsible for developing and delivering the company’s blockchain middleware development platform.   Marley is a founding member of the Enterprise Ethereum Alliance and currently serves on the board of directors.   Marley’s information technology c ... (view full description)

Daniel Heyman

Program Director
PegaSys

Daniel Heyman is co-founder and Program Director of PegaSys, focusing on the strategy and operations of the team. Prior to joining PegaSys and ConsenSys, he was co-founder and CEO of Stack AI, COO of the Demeter Entrepreneur Support Network and Project Manager at MIT's Poverty Action Lab. He has an M.B.A. from MIT Sloan and a B.A. in Mathematics and Economics from Columbia University.
 

Mark Jennis

Global Head of Customer Engagement
Peernova

Mark is a financial market executive with a record of successfully creating, building, and leading innovative, strategic global solutions for clients. Throughout this career, he has held a broad range of leadership positions in strategy, business development, operations, technology, risk management, and relationship management. Mark has been recognized for his ability to develop and implement an award-winning industry margin utility and successfully build collateral management and operations infrastructure for investment bankers. Mark was a founder and Executive Chairman of DTCC – Euroclear Global Collateral Ltd, an innovative collateral management joint venture based in London. Previously, ... (view full description)

Tom Jessop

Head of Corporate Business Development
Fidelity

Tom Jessop is the head of Corporate Business Development at Fidelity Investments and president of Fidelity Digital Assets. As head of Corporate Business Development, he leads an internal team focused on identifying and executing strategic opportunities including acquisitions, divestitures, strategic investments and partnerships. In his role at Fidelity Digital Assets, Tom is responsible for daily business operations while directing the company’s long-term vision to create a full-service enterprise-grade platform for digital assets.   Tom joined Fidelity from Chain, a leading provider of enterprise blockchain solutions to global financial institutions. In his role as president, To ... (view full description)

Shaul Kfir

Co-Founder & CTO
Digital Asset

Shaul is the CTO - Architecture and Technology Strategy at Digital Asset. He is a software engineer with a background in research cryptography, implementing Zero Knowledge Proof protocols for Secure Computational Integrity and Privacy (SCIP). He served as CTO for two previous startups in Tel Aviv. Prior to his involvement in cryptography, Shaul served as a Lieutenant Commander in the Israeli Navy, leading diverse professional teams across challenging environments. Shaul was also a team member of the SCIPR cryptography lab and a visiting scientist at MIT CSAIL.

Alex Khachaturian

Director, Office of Emerging Regulatory Issues
FINRA

Alex Khachaturian serves as Director in FINRA’s Office of Emerging Regulatory Issues (ERI) in Washington, DC.  Alex’s supports ERI’s mission in the identification and analysis of emerging products, laws and regulations, business models, and industry practices (both domestic and international) to inform FINRA’s risk management and strategy goals.  Alex is most prominently involved in FINRA’s efforts related to financial technology, through FINRA’s Innovation Outreach Initiative, as well as developments in regulatory reform in the wake of the global financial crisis.  Prior to joining FINRA, Alex served as an attorney in the Office of International Affairs at the Commodity Futures ... (view full description)

Andrew Khalatov

Enterprise Strategy & Operations
Kadena

No biography specified

Adam Krellenstein

Co-Founder
Symbiont

No biography specified

Kari Larsen

Partner
Perkins Coie

Kari has extensive international experience in building businesses and managing global commercial, legal, and compliance risks. For almost 20 years, Kari has represented clients in US and EU regulatory, legislative, risk management, and transactional matters with a particular focus on cryptocurrencies, digital assets, energy, agricultural and environmental commodities and derivatives. She is considered a leading strategic advisor to businesses regarding the development of profitable inventive financial products and platforms, including FinTech / RegTech innovations, blockchain networks, and digital commodities, while navigating complex regulatory regimes. Kari is regularly invited to speak a ... (view full description)

Caitlin Long

Co-Founder
Wyoming Blockchain Coalition

Caitlin Long is a 22-year Wall Street veteran who has been active in bitcoin and blockchain since 2012. In 2018 she helped enact 5 blockchain-enabling laws in her native state of Wyoming, and is now working on 6 more. She jointly spearheaded a blockchain project for delivering market index data to Vanguard as chairman and president of Symbiont, an enterprise blockchain start-up, from 2016-18. Caitlin ran Morgan Stanley’s pension solutions business (2007-2016), held senior roles at Credit Suisse (1997-2007) and began her career at Salomon Brothers (1994-1997).  She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1 ... (view full description)

Kelly Mathieson

Head of Enterprise Solutions
Digital Asset

Kelly Mathieson is Head of Enterprise Solutions at Digital Asset, the leading provider of distributed ledger technology to financial services and other industries. She also serves on Digital Asset’s Executive Leadership team. Prior to Digital Asset, Kelly spent 26 years at J.P.Morgan and 3 years at Goldman Sachs working in securities services, clearing and brokerage businesses. She was most recently Head of J.P.Morgan’s Global Collateral Management and Securities Clearing businesses and played an instrumental role the Federal Reserve Bank of New York Tri-Party Repo Reforms in the wake of the 2008 global financial crisis. Earlier in her career at J.P. Morgan, Kelly ser ... (view full description)

Fletcher McCraw

Partnerships and Consulting | Blockchain and DLT
Cognizant

Fletcher McCraw is Partnership and Alliances Lead within Cognizant’s Blockchain and Distributed Ledger Consulting Practice, where he is responsible for the development and execution of partnerships with industry-leading startups, enterprise IT firms and industry consortia. He also represents Cognizant in its memberships to the Enterprise Ethereum Alliance and Chamber of Digital Commerce. Bringing 10 years of consulting experience in the health care and financial services industries to this role, Fletcher also drives growth of Cognizant’s blockchain practice beyond financial services into other emerging industries such as health care, life sciences, retail, telecom and media. Flet ... (view full description)

Katie McDermott

General Manager, Equity Post Trade
ASX

Katie McDermott is General Manager for Equity Post-Trade at ASX and is responsible for delivering ASX’s equity post trade system leveraging distributed ledger technology (DLT) to replace CHESS. She has more than 20 years of international and financial services experience working in various business management, technology, and operations roles.     Katie first joined ASX in 2000, working for four years as project manager and senior business analyst in the clearing and settlement and trading businesses. She returned to ASX in 2014 as General Manager for Post Trade Operations and in 2015 expanded her responsibilities to include Issuer Services Operations. She moved ... (view full description)

Gary Miller

Senior Advisor, Head of US
Intain Inc.

Gary is a Senior Advisor to Intain Fintech Pvt. Ltd. and President of its US entity, Intain Inc.  Intain is an artificial intelligence and blockchain technology solutions provider focused primarily on the financial services sector.  He spent the bulk of his career in investment banking focused on structured credit and securitization. His began his career in structured finance at Banc One Capital Markets, the investment banking arm of a predecessor bank of JP Morgan in a Term ABS group. He then moved to serve as a Managing Director and Head of Originations in the securitization group at global bank Credit Agricole. Gary was subsequently at a boutique asset management firm and has since been e ... (view full description)

Vincent Molinari

Co-Founder & CEO
Templum Inc

Vincent Molinari is the Co-Founder of Templum, Inc, and the CEO of its subsidiary, Templum Markets, LLC., a FINRA Registered Broker Dealer and Alternative Trading System. Mr. Molinari has fostered over 30 years of securities industry experience where he recognized the evident need to integrate emerging technologies to transform private markets. Vincent is a recognized thought leader and noted global speaker in the securities space that has authored Comment Letters and Rulemaking Petitions for global regulators, including the SEC and FINRA. Vincent has also been invited to speak on financial innovation, digital assets, impact investing and the JOBS act before the U.S. Congress, the United Nat ... (view full description)

Charlie Moore

Chief Executive Officer
Global Debt Registry

Charlie Moore leads Global Debt Registry’s daily operations, bringing to his role more than 20 years’ experience in building new financial services businesses. He has led teams in Europe and the United States at Thomson Reuters, Lloyds of London and Barclays Bank, helping to grow early stage ventures with roles covering innovation, strategy, marketing, business development and account management. Charlie is a marketing graduate of London Guildhall University and received his MBA from the University of Surrey, in parallel with the International Management Center, during which time he was awarded a scholarship to attend the Executive Management Program of Kellogg Business School.

 

Christine Moy

Executive Director, Blockchain Program Lead
JP Morgan

No biography specified

Vinod Nair

Director of Payments -Product Management
Change Healthcare

Vinod Nair is the director of product management in Change Healthcare, Leading the charge on creating world class payment products for healthcare payers, providers, and patients. Vinod is responsible for Change Healthcare’s payment platform innovations that help streamline payments in the healthcare space. At Change Healthcare Vinod is also focused on increasing electronic payment delivery of payer disbursements to providers. Prior to Change Healthcare Vinod was responsible for product development at Comdata and helped manage Comdata’s corporate payments (B2B) products. Vinod has been involved in payments and technology for 20 years and have helped leading payment processors build platforms ... (view full description)

Sushil Prabhu

CEO & Founder
OpenCrowd

Sushil is the CEO and Founder of OpenCrowd, a 14-year-old fintech solution firm, and has over 25 years of experience in IT consulting. As CEO, Sushil spends a significant part of his time consulting with clients on leveraging leading technologies to build enterprise solutions. Most recently, he has been involved primarily in helping startups and enterprise clients build blockchain infrastructures and applications. Prior to starting OpenCrowd, Sushil was the Head of Services at CXO Systems, a Business Intelligence firm that was later acquired by Cisco. Prior to CXO Systems, Sushil was Chief Technology Officer of Scient Inc, the fastest growing Internet Services Company of the 90’s. In this ro ... (view full description)

Ron Resnick

Executive Director
Enterprise Ethereum Alliance

Ron Resnick is a business development professional with over 25 years of experience successfully growing high technology businesses and their ecosystems. Prior to his appointment as EEA’s first Executive Director, Ron served as President and Chairman of the Board for AirFuel Alliance, continuing the role he occupied within Power Matters Alliance. From 2002 – 2012, Ron filled various roles at Intel and as President and Chairman of the Board of the WiMAX Forum, an industry association driving 4G wireless broadband. At Intel, Ron launched and served as General Manager of Intel’s Broadband Wireless business startup delivering one of the first 4G broadband modems. Initial role at Intel incl ... (view full description)

Yuval Rooz

Co-Founder & CEO
Digital Asset

Yuval is co-founder and CEO of Digital Asset, the New York-based provider of distributed ledger solutions for synchronizing business processes and multi-party workflows. Yuval was Digital Asset’s first employee in 2014 when the company opened for business. He has served as Chief Financial Officer until 2018 and Chief Operating Officer until he was named CEO in March 2019.   As a co-founder and COO, Yuval hired the majority of the company’s executive leadership, established its presence in six countries around the world and oversaw its acquisition of four technology startups. Yuval also helped the company secure funding from 15 strategic investors and grew trusted relationships wi ... (view full description)

Ian Sloyan

Director, Market Infrastructure and Technology
ISDA

Ian Sloyan is a Director for Market Infrastructure and Technology at ISDA, leading ISDA’s Common Domain Model (ISDA CDM) project. He joined ISDA in May 2014. From 2008 to 2014 he held was various roles in Equity, Credit and Interest Rate Derivatives at RBS. Prior to that he was an Executive in Structured Capital Markets at Barclays, and worked in Equity Derivative Operations at UBS.
 
Mr. Sloyan holds a Bachelor of Engineering from Trinity College Dublin, Master of Science degrees in Electronic Engineering from King’s College London, and Mathematical Trading & Finance from Cass Business School.
 

Dana Syracuse

Senior Counsel
Perkins Coie

Dana Syracuse concentrates his practice in the blockchain, fintech, e-commerce and financial services sectors, working with clients on regulatory, business and product counseling, cyber and data security and enforcement concerns. Dana is the former associate general counsel for the New York Department of Financial Services (NYDFS) and a leading figure in the development of the country’s first comprehensive digital currency regulation. He works with a range of fintech and digital business clients on federal and state regulatory, compliance and enforcement matters, complex bank regulatory issues, including, privacy, data and cyber security, anti-money laundering, Bank Secrecy Act and Know-Your ... (view full description)

Brian Tully

Director, Product Strategy DLT Lead
Total Bank Solutions

Brian Tully is a financial executive with over 25 years of experience in banking and financial services working with some of the world’s largest financial institutions.  Prior to joining TBS, for 15 years Brian was a Managing Director for Promontory, a leading bank strategy, risk management and regulatory-compliance firm in the financial services industry.  Brian began his banking career with First National Bank of Maryland (M&T Bank) and later joined USTrust Bank as head of Cash Management. 

Brian is a graduate of Syracuse University’s top-ranked Maxwell School where he earned both a B.A. and M.A. in Economics. 
 

Lata Varghese

Global Blockchain Practice Leader
Cognizant

A highly experienced digital consultant and business leader, Lata Varghese leads the company’s cross-industry blockchain business, globally.  In her current role, she oversees Cognizant’s business and technology consulting and implementation services related to the blockchain and distributed ledger suite of transformative technologies. Leveraging her twenty-plus years at the leading edge of financial services technology and change management, Lata inspires teams to conceptualize and deliver innovative world-class solutions. She focuses on helping clients explore the right type of shared infrastructure platforms and solutions that can be enabled by blockchain to deliver measurable busin ... (view full description)

John Velissarios

Managing Director
Accenture

John is an experienced expert Managing Director in Accenture’s Technology Consulting workforce, based in London. He is part of Accenture’s specialist security capability with over 19 years of consulting experience across multiple business and industry sectors.  John has worked in many geographies around the world bringing an international perspective to his delivery teams and clients. John is currently leading several Blockchain engagements with top tier global organizations. John is Accenture’s Global Blockchain Technology Lead working with industry teams to develop the firm’s global Blockchain delivery capability. John specializes in capital markets, payments and financial services b ... (view full description)

Chris Walsh

CEO
Acadiasoft

Chris Walsh is the Chief Executive Officer of Acadiasoft, Inc.  He has been with Acadiasoft since 2012 and had served as the Chief Operating Officer, until being named CEO in July of 2015. Chris has over 20 years of leadership experience in the financial services technology sector.  Prior to joining Acadiasoft, Chris was a Senior Vice President with NYSE Technologies and ran its buy side services and solutions group. Among his many accomplishments, Chris held leadership positions with NYFIX where he served as both Head of OMS Division and the Strategy Function. He also was Co-founder of Radius Partners, a financial messaging software provider, which was acquired by FundTech.  Chris began his ... (view full description)

Simon Whitehouse

Senior Managing Director
Accenture

• Simon has over 30 years experience of consulting and transformational change in Financial Services in Accenture. • Accountable for Growth and Strategy in Accenture’s Financial Services business, addressing Innovation, Ventures and Acquisitions, and managing the FS investment portfolio. • Simon leads Accenture's Blockchain business globally, directing investment and strategy to maximise innovation and value for clients and markets. • Board member, Accenture UK plc and member of Accenture’s global FS Leadership Team. • Formerly Managing Director of Accenture’s Financial Services practice in the UK, Ireland and India, with responsibility for our Banking, Insurance and ... (view full description)

Don Wilson

Founder & CEO
DRW

Donald R. Wilson, Jr. is the founder and CEO of DRW, a principal trading firm over 900 employees at its Chicago headquarters and offices in Amsterdam, Austin, Greenwich, Houston, London, Montreal, New York and Singapore.  Don started in the industry in 1989, focusing on capturing opportunities in the markets through technology, research and risk management, and he founded DRW in 1992 while trading in the Eurodollar options pit at the Chicago Mercantile Exchange. DRW has since expanded into real estate investment, venture capital and cryptoassets. Don is an influential leader in the financial futures industry, and in 2010, he founded the FIA Principal Traders Group. He ... (view full description)

Amir Zaidi

Director, Division of Market Oversight
U.S. Commodity Futures Trading Commission

Amir Zaidi is the Director of the Commodity Futures Trading Commission’s Division of Market Oversight where he is responsible for the oversight of derivatives platforms and swap data repositories and the CFTC’s market intelligence initiatives. He leads a Division of 100 people in four offices with eight direct reports and is a key member of the agency’s senior leadership team. Previously, Mr. Zaidi was legal counsel and policy advisor to Commissioner Giancarlo. In that role, he advised Commissioner Giancarlo on legal and policy issues regarding the CFTC’s actions, as well as various aspects of the CFTC’s operations. Mr. Zaidi was formerly chief counsel and policy advis ... (view full description)
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*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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