This is a past event. To see the list of our current events, please click  HERE

Nancy Allen

Global Product Owner
DataLend

Nancy Allen is the product owner of DataLend, the securities finance market data division of EquiLend. As product owner, she is responsible for determining and delivering the product roadmap, including enhancements and new features, and managing its team of business analysts and technical staff. Allen has more than 17 years of experience in the securities finance market across client types, geographies and roles. Previously she worked at Northern Trust, where she was senior vice president and head of international fixed income securities lending trading, and held various positions in securities finance at State Street and Deutsche Bank. She has a Bachelor of Science degree in Business/Manage ... (view full description)

Sejal Amin

Head of Membership Services, Events & Communications
International Securities Lending Association (ISLA)

Sejal joined ISLA in 2016 & is the Head of Membership Services. Her primary responsibility in respect of ISLA’s 100+ members across Europe, Middle East & Africa, is to ensure regular engagement & effective communication of our regulatory & advocacy efforts. Her responsibilities also include agenda planning and delivery of our Flagship conferences & regional round tables, as well as the publication of the ISLA Securities Lending Market Report, which is distributed to over 100 regulators and policymakers globally.She has 15 years of sales and account management experience in the financial technology industry, gained primarily during her time at Data Explorers (now IHS Marki ... (view full description)

Charlie Badran

Head of Repo
AXA Investment Managers

Charlie Badran, Head of Repo within the Trading and Securities Financing department (TSF) at AXA Investment Managers (AXA IM), has been at AXA IM for more than 11 years. Charlie is in charge of the Repo activity globally. Prior to joining AXA IM, Charlie worked in London at Bloomberg as a trading system sales covering both France and the Middle East. Before that, he worked in a French investment bank as a Repo and Bond trader in Paris and Luxembourg. Furthermore, Charlie Badran is in the governing board of the International Capital Market Association (ICMA) European Repo and Collateral Council (ERCC). Charlie Badran holds a MSc in Mathematics from Universi ... (view full description)

Sebastien Bietho

Chief Executive Officer
Alcognis

Sébastien Bietho is founder and CEO of Alcognis, a consulting firm focusing on the Securities Finance industry. Alcognis covers all areas of the business from the trading desk, business strategy, operations, regulation to systems. Prior to setting up Alcognis, Sébastien was Head of the SBL & Repo desk of ADI Alternative Investments,then joined Fortis Investments to set-up and manage the International Securities Lending & Repo business, and headed the Paris Agency Lending Desk of BNP Paribas Securities Services. Sébastien started his career as an Options & Futures broker with Pinatton Société de bourse and was an analyst in the Derivatives Research department of Oddo Securit ... (view full description)

Xavier Bouthors

Head of Securities Lending
NN Investment Partners

Xavier Bouthors is head of the Securities Lending & Collateral team at NN Investment Partners. His team manages securities lending, repo, currency and collateral optimization for portfolios and mandates within NN Investment Partners. Xavier joined NN Investment Partners in 2009 to develop securities lending and collateral optimization. Xavier started his career in 2000 in the Luxembourg fund industry and moved to Boston USA in 2005 prior joining NN Investment Partners in The Netherlands.
Xavier holds a B.S. in finance and a master degree in economy from the University of Lille 1.
 

Ed Bracken

Executive Director & International COO and Head of Business Strategy
Morgan Stanley

Jerome Cardon

Repo Product Director, Securities Finance & Collateral Management
Broadridge

Jerome has over 20 years of experience gained in both the Consultancy and Investment Banking industries, including senior level roles at Lloyds, RBS, Capco, ING and Deutsche Bank. Jerome has a specific focus on risk management, regulatory compliance and change management and in a previous role undertook the design and delivery of CVA-FVA, RWA, and Collateral Optimisation desks for a European financial institution.

Matthew Chessum

Investment Director, Liquidity Management
Aberdeen Standard Investments

Matt Chessum an Investment Director within the liquidity management team at Aberdeen Standard Investments (ASI).  He is responsible for the securities lending and collateral management functions within ASI and is also involved in the day to day fund management activities of the money market funds.  Matt joined Aberdeen Standard Investments in 2011 from BNP Paribas Securities Services where he worked as a securities lending trader on the Agency Lending desk. Previously, Matt worked for Barclays Global Investors and at BNP Paribas Securities Services Paris, in securities lending client services. Matt graduated in 2003 with a BA (Hons) in European Business from both the University of Portsmouth ... (view full description)

Thierry Daniel

Head of Funding Trading, Europe
Societe Generale

Thierry, who is head of European Funding Equity desk, has played a key role in the development of the SG equity financing franchise after joining Societe Generale in 2003.   After 3 years in New York, where he has worked as a trader on the synthetic funding desk, he came back in Paris to pursue the rapid growth of the European equity financing activity; he started a market making franchise of equity swap financing before extending it to reverse stock loan, repo and structured products. He then transformed the activity into a global collateral trading business that not only serve his clients' needs but also plays an incremental role in the day to day management of collateral for t ... (view full description)

Andrew Dyson

CEO
International Securities Lending Association (ISLA)

In March 2013, Andrew became the Chief Operating Officer of the International Securities Lending Association (ISLA). Previously, Andrew held the role of Director Specialist Sales and Head of Account Management, Europe, Middle East and Africa at Data Explorers, now Markit Securities Finance, where he was instrumental in the development of the group’s securities lending risk services as well as day to day responsibility for the groups business in Europe. Andy joined Data Explorers from Prudential M&G, where he was Head of Business Development and Risk for Securities Lending with responsibility for sales, marketing and product development. He was also directly responsible for Risk ... (view full description)

Chris Elias

Deputy Head of Equity Finance
UniCredit Bank AG

M. Nicolas Firzli

Managing Director
World Pensions Council

M. Nicolas J. Firzli is the Director-General of the World Pensions Council (WPC), the international association of pension, social security, public insurance funds and pension trustees organizations. He is a graduate of Canada’s McGill University (Statistics & Financial Economics), an alumnus of the HEC School of Management (MBA) and the University of Paris Law School (LL.M. Corporate Law, summa cum laude) and conducted research at the University of Louvain (UCL) Doctoral School of Economics and Management. Mr. Firzli is Co-Chair of the World Pensions Forum (WPF), General Coordinator of the Hong Kong Asset Owners Summit (HK-AOS) organized in collaboration with the Government ... (view full description)

Bill Foley

Director
SecFinHub

Bill Foley is the Founder/Director of SecFinHub, a securities finance specialist consultancy, founded in 2016.    SecFinHub works with clients across the securities finance industry covering a full range of products and has worked extensively with buy-side clients advising on their securities lending, cash and collateral management and financing activity.   Bill has worked in the Securities Finance industry for over 25 years and boasts a track record of success in a number of senior roles covering trading, sales and product development. Bill began his securities finance career as a Stock Exchange Money broker, before moving to ABN AMRO NV as head of Equity Finance tra ... (view full description)

Arnaud Fransioli

Head of Agency Sales EMEA & Securities Finance Sales Paris
Societe Generale

Having initially spent four years at Societe Generale Corporate & Investment Banking as an Equity and Index Option Trader, Arnaud returned to the bank in 2005 to head up the Securities Finance Sales desk for Europe. Between these roles, he spent two years as a partner in charge of the Voltrex Options Ltd Paris office, and gained extensive experience in options trading on Eurostoxx50 and Sector indexes for three years at Barclays Capital. Arnaud holds a Masters degree from ESCP Paris Business School.

Graham Frier

Repo Trader, Treasury
Citadel

Paul Furzer

EMEA Head of Secured Funding
Morgan Stanley

Paul Furzer is an Executive Director and EMEA head of Secured Funding based in London. Paul joined the firm in June 1997 as an associate in Securities Lending. Paul held a number of roles within this department culminating in serving as EMEA Head of Trading for Securities Lending before moving to his current role in May 2017.
 

Kabin George

Director Product Management
IHS Markit

Kabin George is a Director at IHS Markit for the Securities Finance Product team.  Kabin is responsible for the sellside product roadmap in developing new products and technology to the Securities Finance business in IHS Markit.
 
Kabin has over 12 years’ experience in the securities lending industry in a number of roles that have covered across product development, relationship management & business development.
 
Kabin holds a MBA degree from Oxford Brookes University.
 

William Gow

Agency Lending and Collateral Management, Sales Specialist
Societe Generale

William joined the Liquidity Management team at Societe Generale after having worked in Barclays as Head of Agency Lending origination and more than 10 years in eSec Lending Europe, holding more recently the role of Head of Business Development EMEA. Before this William has worked in various roles in Merrill Lynch International.
William holds a BA from Nottingham University.
 

Andy Hill

Senior Director, Market Practice and Regulatory Policy
ICMA

Andy Hill is a Senior Director in ICMA’s Market Practice and Regulatory Policy group, where he oversees the association’s work on fixed income secondary markets. He is secretary to ICMA’s Secondary Market Practices Committee and in 2017 was a member of the European Commission’s Expert Group on Corporate Bond Market Liquidity. Andy also supports ICMA’s work related to repo market liquidity.      Prior to joining ICMA in 2014, Andy was a repo and money market trader for seventeen years, for ten years of which he was an Executive Director at Goldman Sachs.   He has also worked as a consultant in the Aid and Development sector, primarily based in Cambodia, and previously ... (view full description)

Jessica Hynes

Sr Associate, Head of Custody Consulting
Mercer Sentinel EMEA

Jessica is a 20 year veteran of global custody who joined Mercer Sentinel in January 2011.  She began her career in 1991 in Luxembourg with Brown Brothers Harriman, a private US global custodian bank, managing offshore fund operations.  She relocated to London in 1998 to join Chase Manhattan Bank, and has held a variety of senior Relationship Management and Sales roles at J.P. Morgan, State Street and HSBC Securities Services, covering Asset Managers, Private Banks and Asset Owners.   EDUCATION A dual USA and UK national, Jessica has a BA in International Economics from Bryn Mawr College, Pennsylvania, an MBA in International Management from the Thunderbird School of Global Manag ... (view full description)

Benjamin Jessel

Head Of Growth
Kadena & Capco (Advisor)

Benjamin is head of growth for Kadena - a next generation blockchain company for building businesses on a blockchain. Benjamin also holds an position of fintech advisor to Capco, a leading financial services consultancy.  Ben has led the development of distributed ledger strategies and proof of concepts for financial services institutions predominantly with U.S. tier 1 investment banks.  Key areas of specialism of applying blockchain to financial services includes: derivatives post trade processing, syndicated lending, and payments. He is a vocal advocate of the distributed ledger, having published thought leadership in a variety o ... (view full description)

Mark Jones

Head of Securities Lending, EMEA
Northern Trust

Mark Jones is a Senior Vice President and Head of Securities Lending for Europe, the Middle East and Africa (EMEA) at Northern Trust in London.  He is responsible for the Securities Lending business in EMEA encompassing oversight of  Relationship Management, Sales, Product Management, and Trading.   Mark has twenty years of experience in financial services and previously acted as Head of International Product Management for the Securities Lending business. He has been with Northern Trust for eight years and prior to this held operational management, project management and product development roles at HSBC and J.P. Morgan. He has been involved in securities lendin ... (view full description)

Pooma Kimis

Managing Director
OMFIF

Pooma Kimis became Managing Director at OMFIF on 1 January 2018, having previously been Deputy Managing Director. She continues her responsibilities for building and enhancing relationships with central banks, sovereign wealth funds, pension funds and debt management offices as well as counterparts in the private sector. Kimis plays an active role in consolidating knowledge about these Global Public Investors and reinforcing OMFIF's institutional links. Major themes include reserve management, securities lending and capital markets liquidity, cross-border flows and related regulation, and asset allocation strategies. Prior to joining OMFIF in January 2012, she was at ... (view full description)

Maurice Leo

Director, Agency Securities Lending
Deutsche Bank AG

Based in London, Maurice is a member of the Agency Securities Lending business origination team for the EMEA region.    He has twenty years’ experience in relationship management, origination and product development remits at custodian and non-custodian lending providers.  He has extensive experience in structuring securities lending and financing solutions for Asset Managers, Central Banks, Pension Funds, Insurance companies and Sovereign Wealth Funds.   Maurice is a regular speaker at institutional investor forums and an active commentator in industry publications. He is an honours graduate of University College Dublin with both Bachelor of Commerce and Master ... (view full description)

John Lund

Independent Consultant
JXL Consulting Ltd

John is an independent industry practitioner specialising in derivatives and collateral management. He advises the buyside (asset managers and others) on responding to market and regulatory change [including EMIR, UMR and MiFID II].  Previously he worked with the sell-side developing derivatives clearing and collateral management services. He speaks frequently at conferences a practitioner on industry change as well as related impacts (operations, finance and technology).  He also works with industry organisations including ISDA and the IA as vendors and industry utilities.  Current areas of focus include optimising the cost of derivatives in the new world, operational efficiency and automat ... (view full description)

Sarah Nicholson

Senior Consultant
ISLA

Until 2011, Sarah was the Global Director of Securities Finance at Aviva Investors, one of the biggest insurer and in-house agent lenders in Europe.  In this role Sarah managed the development of business in Europe, US and Asia, incorporating all elements of securities financing and collateral management.   With over 20 experience years in securities financing Sarah has a deep understanding of both US and International trading and operational issues.  Her background as a securities lending trader gives her a detailed knowledge of all the different elements of a securities lending trade; cash, non-cash, cash pool as well as other structured products.  Sarah was also a board member of th ... (view full description)

Ed Oliver

Managing Director
eSecLending

Ed is Managing Director, Product Development at eSecLending (Europe) Ltd. and is responsible for leading the company’s product development efforts focused on new markets, collateral and liquidity solutions and regulatory initiatives. Ed joined eSecLending in 2010 having begun his financial services career in 1988. Prior to joining eSecLending, Ed held positions at Data Explorers (now acquired by IHS Markit), Northern Trust, Baring Asset Management and Lloyds Bank. Ed is also on the Executive Committee of the Pan Asia Securities Lending Association (PASLA).
 

Douwe Schering

Senior Collateral and Securities Lending Manager
MN Investment Management

Douwe Schering is responsible for of collateral and securities lending program at MN. He is also one of the team members who is responsible for the EMIR implementation. He had a leading role in the negotiations with clearing members and was responsible for the implementation of the EMIR RTS for non-centrally cleared OTC derivatives. Douwe finds solutions for funding the variation margin and preparing MN towards the future by redesigning the collateral waterfall. He has extensive experience with central clearing of OTC derivatives and securities. As a tutor at SPO, an organization founded by Dutch pension funds, he contributes to support people and organizations in the sector to maintain suit ... (view full description)

Craig Starble

CEO
eSecLending

Craig Starble is the Chief Executive Officer at eSecLending where he leads the development and implementation of eSecLending’s overall strategy. Craig joined eSecLending in 2013 and began his career in financial services in 1984. Prior to eSecLending, Craig was the Founder and CEO of Premier Global Securities Lending, LLC (PGSL), Executive Vice President and Head of State Street Bank’s global securities lending division from 2004 to 2009, was a Co-Founder and CFO for Shoebuy.com, and was Managing Director for the Treasury Funding Group at BankBoston Corporation. Craig received a Bachelor of Arts in Economics and Government from Connecticut College.
 

Mark Steadman

Executive Director & European Head, Product Development & Change Management
DTCC

Mark Steadman serves as DTCC’s Executive Director, European Head of Product Development and Change Management for the Global Trade Repository (GTR) at DTCC. Specializing in trade reporting and risk management, Mark has lead numerous projects through transformation and change management since 2014.    Mark’s career started in the Royal Navy as an aircraft engineer, and then he held various positions at UBS, National Australia Bank, and more recently Sapient. At Sapient, Mark co-led its regulatory reporting practice and engagements on CFTC and EMIR reporting.    Mark holds a Bachelors in Electronic and Computer Engineering from Leeds University, UK, and an MBA from the ... (view full description)

Radek Stech

Founder and CEO, Sustainable Finance, the Law & Stakeholders (SFLS)
University of Exeter

Radek Stech (PhD, Cardiff) is a Founder and the CEO of the Sustainable Finance, the Law and Stakeholders (SFLS) Network and a Lecturer in Law at the University of Exeter. Radek has recently won a highly competitive UK research grant to lead on a nearly half a million USD global research project in partnership with the Global Alliance for Banking on Values and the World Bank. He has more than 10 years of solid research, consultancy and advisory experience in ESG, banking and environmental law in collaboration with such stakeholders as the US Chamber of Commerce, the World Pensions Council, the Welsh Government, WWF UK and leading international law firms. He was a visiting fellow at George Was ... (view full description)

Monica Summerville

Director, FinTech Research
TABB Group

Monica Summerville is Director, FinTech Research and Head of TABB Group UK. She is a seasoned financial services industry executive with more than 20 years of experience, who has held senior positions on both the buy and sell sides, including working for leading consulting firms and as a US retail broker. Past positions include Broker Services, J&W Seligman Investment Management; Senior Consultant, Financial Services Division, at PWC Consulting; Vice President, Front Office & Market Data Technology, at ABN Amro; Publisher & Executive Editor at RiskWaters Group; and Director at Jordan & Jordan. Monica has a track-record of combining her deep understanding of capital markets wi ... (view full description)

Arne Theia

Head of Repo and Collateral Trading
UniCredit

Arne Theia is Head of Repo and Collateral Trading at UniCredit in Munich. For more than 20 years Arne has been actively engaged in international securities financing and interest rate management. Arne is  a member of the Advisory Board of Eurex Germany and LCHClearnet. Prior to joining UniCredit, Arne ran the Short Term Trading Desk of UBS in Frankfurt and worked for HSBC Trinkaus in Duesseldorf in the futures and options group.

Roelof Van Der Struik

Investment Manager, Treasury
PGGM Investments

Roelof van der Struik joined PGGM in June 1998 as Buyer with focus on investments related contracts. Between 2001 and 2008 he was manager of the Payments and Settlements department. Currently he is Investment Manager with the Front Office Treasury department at PGGM. Roelof is 54 years of age, holds a bachelor in business administration, and is Certified Purchaser.

Martin Walker

Head of Product Management, Securities Finance and Collateral Management
Broadridge

Martin Walker is the head of product management for Broadridge’s Securities Finance and Collateral Management division. Former roles include Global Head of Securities Finance and Treasury IT at Dresdner Kleinwort and Global Head of Prime Brokerage Technology at RBS Markets. He has also worked as a consultant and researcher in capital markets with several papers published. He has an MSc in Computing Science from Imperial College, London and a BSc in Economics from the London School of Economics. He is also a fellow of the Center for Evidence-based Management.

Thomas Wells

Executive Director
Morgan Stanley

Tom is an Executive Director and Head of the European Fixed Income Client Financing desk within Bank Resource Management (BRM) at Morgan Stanley. His responsibilities include management of the Government and Credit Repo, and T Bill franchises. Tom joined Morgan Stanley in March 2010. Prior to joining Morgan Stanley, Tom worked in various Fixed Income roles at Bank of America from 2007 to 2009.
Tom holds a Master’s degree in Mathematics and Economics.
 
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for 23rd Annual European Beneficial Owners' Securities Finance & Collateral Management Conference

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password