Confirmed Attendees Include
Founder,
1650 WEALTH MANAGEMENT

Managing Director,
A&C ADVISORS LLC

Managing Partner,
ACEANA GROUP

Managing Member,
ALEXANDER ALTERNATIVE CAPITAL, LLC | FLAIA

Managing Director,
ALTERNATIVE INVESTMENT GROUP

Managing Director, Head of Business Development,
ALTERNATIVE INVESTMENT GROUP

Director, Client Advisory Services,
AM GLOBAL FAMILY INVESTMETN OFFICE

Investment Analyst,
AM GLOBAL FAMILY INVESTMENT OFFICE

First Vice President - Wealth Management,
AM WEALTH MANAGEMENT GROUP:
UBS INTERNATIONAL


Tustee,
AMERICAN FEDERATION OF MUSICIANS & EMPLOYERS

Financial Advisor, Associate Vice President,
AMERIPRISE FINANCIAL SERVICES, INC.

Financial Advisor,
AMERIPRISE FINANCIAL SERVICES, INC.

President & Chief Operating Officer,
ARTEMIS WEALTH ADVISORS, LLC

Managing Director & Senior Investment Advisor,
BALLENTINE PARTNERS, LLC

Executive Vice President,
BATTLEFIN

Chief Investment Officer,
BAYSHORE

Director of Business Development,
BAYSHORE CAPITAL ADVISORS, LLC

President,
BAYSHORE CAPITAL CORP.

TBC,
BERNARD J. LIND ASSOCIATES

CEO,
BIJA ADVISORS

Alternative Investments Consultant,
BISCAYNE AMERICAS ADVISERS

Associate,
BISCAYNE AMERICAS ADVISERS, LLC

Wealth Advisor,
BERNSTEIN GLOBAL WEALTH MANAGEMENT

Chief Operating Officer,
BIGSUR PARTNERS

Alternative Investments Consultant,
BISCAYNE AMERICAS ADVISERS

Senior Wealth Director,
BNY MELLON WEALTH MANAGEMENT

Partner,
BOOTHBAY MANAGEMENT

Portfolio Manager,
BOSTON PRIVATE WEALTH LLC

Director,
BPV CAPITAL MANAGEMENT

Chief Investment Officer,
BPV CAPITAL MANAGEMENT

Managing Director,
BRICKELL FAMILY OFFICE

Co–Chief Executive Officer,
BROADMARK ASSET MANAGEMENT, LLC

Co–Chief Executive Officer,
BROADMARK ASSET MANAGEMENT, LLC

Event Marketing Specialist, Global Events,
BROADRIDGE FINANCIAL SOLUTIONS, INC.

Chairman,
BROOKINGS

Managing Director,
BTA INVESTMENT ADVISORS, LLC

President,
BULGARI FINANCIAL CORPORATION

Tax Office Managing Partner,
BUSINESS DEVELOPMENT BOARD OF
PALM BEACH COUNTY


Vice President, Business Recruitment,
BUSINESS DEVELOPMENT BOARD OF
PALM BEACH COUNTY, INC.


Director at Large BDO,
BUSINESS DEVELOPMENT BOARD OF
PALM BEACH COUNTY


Senior Vice President,
BUSINESS DEVELOPMENT BOARD OF
PALM BEACH COUNTY


Vice President, Business Recruitment,
BUSINESS DEVELOPMENT BOARD OF
PALM BEACH COUNTY, INC.


Senior Investment Director,
CAMBRIDGE ASSOCIATES

CEO,
CAPE STRUCTURED FUNDING, LLC

Managing Principal,
CAPTRUST ADVISORS

VP of Investments,
CARL DOMINO ASSOCIATES

IR/Marketing,
CARLSON CAPITAL

President,
CASTLE HILL CAPITAL PARTNERS

Managing Member,
CASTLE WEALTH MANAGEMENT

Senior Portfolio Manager,
CASTLE WEALTH MANAGEMENT

Certified Financial Advisor,
CBM INVESTMENT MANAGEMENT

Managing Director and Portfolio Manager,
CCI HEALTHCARE

President & Chief Executive Officer,
CENTURION ISG HOLDINGS, LLC

Managing Director,
CENTURION ISG HOLDINGS, LLC

Chief Executive Officer,
CHESTNUT ADVISORY GROUP

Senior Vice President,
CHILTON TRUST COMPANY

CEO,
CHINUS ASSET MANAGEMENT

Principal & Managing Director,
CHINUS ASSET MANAGEMENT

Trustee and Chairman of the Endowment Committee,
CHRIST CHURCH OF OAK BROOK

Chief Development Officer,
CIPPERMAN COMPLIANCE SERVICES

Head of Operations,
CIRCLE PARTNERS

President,
CITRINE INVESTMENT GROUP

Investment Committee Member,
CITY OF OCALA FIREFIGHTERS RETIREMENT PLAN

CITY OF WEST PALM BEACH

Producer,
CNBC, SQUAWK BOX

Portfolio Manager,
COE CAPITAL MANAGEMENT

Director,
COLLINS CAPITAL INVESTMENTS

Director,
COLLINS CAPITAL INVESTMENTS

Investment Analyst,
CONCISE CAPITAL MANAGEMENT, LP

Principal,
CONCISE CAPITAL MANAGEMENT, LP

Senior Consultant,
COURTLAND PARTNERS, LTD.


CRANDFORD ADVISORS

CIO,
CREDICORP CAPITAL

Partner,
CROWE HORWATH LLP

Senior Manager,
CROWE HORWATH LLP

President & CFO,
CROWN GLOBAL INSURANCE GROUP, LLC

Senior Fund Manager,
DAIWA ASSET MANAGEMENT CO. LTD.

Chief Technology Officer,
DARIC

President and Founder,
DELGADO WEALTH MANAGEMENT

Director,
DELOITTE

Partner,
DELOITTE & TOUCHE

Senior Manager,
DEMETRIUS BERKOWER LLC

DERN CAPITAL MANAGEMENT

Investment Analyst,
DIMENSION CAPITAL

Senior Investment Analyst,
DIMENSION CAPITAL

Investment Advisor,
EAST END WEALTH MANAGEMENT

EVP,
EDELMAN

EVP,
EDELMAN

Managing Director,
EDINROC FINANCIAL AT UBS
PRIVATE WEALTH MANAGEMENT


Senior Portfolio Manager,
EDINROC FINANCIAL AT UBS
PRIVATE WEALTH MANAGEMENT


Managing Director,
EFFICIENT CAPITAL MANAGEMENT

Shareholder,
ELLIOTT DAVIS DECOSIMO

CEO,
EMERALD ASSET ADVISORS

Principal/Managing Director,
ENTRUST CAPITAL

Head of Business Development, Americas,
EUREKAHEDGE PTE LTD

Founder,
FAMILY OFFICE NETWORKS, LLC

Investment and Client Relations,
FEDERAL WAY ASSET MANAGEMENT

Senior Portfolio Manager,
FEDERATED INVESTORS

Vice President,
FIFTH THIRD BANK

VP, Special Assets Group,
FIFTH THIRD BANK

Marketing Manager,
FINANCIAL RECOVERY TECHNOLOGIES

Sales Associate,
FINANCIAL RECOVERY TECHNOLOGIES

Client Relationship Manager,
FINANCIAL TIMES

Content Licensing Specialist,
FINANCIAL TIMES

Corporate Content Sales,
FINANCIAL TIMES

Chief Operating Officer,
FLAIA

Managing Partner,
FLANAGAN LLOYDS CAPITAL MANAGEMENT

Treasurer,
FLORIDA ALTERNATIVE INVESTMENT ASSOCIATION

Executive Director & CIO,
FLORIDA STATE BOARD OF ADMINISTRATION

Senior Portfolio Manager,
FLORIDA STATE BOARD OF ADMINISTRATION

Portfolio Manager,
FLOWPOINT CAPITAL PARTNERS

Managing Director,
FORRESTAL CAPITAL

Managing Director,
FORTRESS

Partner,
FULTON GLOBAL WEALTH MANAGEMENT, LLC

Hedge Fund Reporter,
FUNDFIRE

Portfolio Manager,
GAM ALTERNATIVE INVESTMENTS

Land Entitlement Specialist,
GAME PLAN DEVELOPMENT, LLC

Portfolio Manager & Invest. Committee Member,
GAM ALTERNATIVE INVESTMENTS

Chief Investment Officer,
GENSPRING FAMILY OFFICES

Principal, Head of Alternative Investments,
GENTRUST WEALTH MANAGEMENT, LLC

Managing Partner,
GLIDE CAPITAL, LLC

Investment Advisor,
GLOBAL TRUST ASSET MANAGEMENT

Vice President,
GLOBAL TRUST ASSET MANAGEMENT

Wealth Manager,
GLOBAL TRUST ASSET MANAGEMENT

Deputy Head, Investment Promotion,
GOVERNMENT OF HONG KONG
SPECIAL ADMINISTRATIVE REGION


Head of Investor Relations and Business Development,
GREAT POINT PARTNERS

Shareholder,
GREENBERGTRAURIG

Founder,
GREENWOOD INVEST LLC

Managing Director,
GREYLOCK CAPITAL MANAGEMENT

Manager Investments & Compliance,
GRUSS & CO. INC.

Investment Strategist,
HARTFORD INVESTMENT MANAGEMENT COMPANY

Chairman, President and CEO,
HC2 HOLDINGS, INC.

CEO,
HEDGECO

Director of Business Development,
HEDGEFUND INTELLIGENCE

Managing Partner,
HG ADVISORS

Investor,
HIGH NETWORTH INDIVIDUAL

Researh Associate,
HORN EICHENWALD INVESTMENTS

Investor Relations,
III CAPITAL MANAGEMENT

Chief Investment Officer,
III CAPITAL MANAGEMENT

Wealth Manager,
INDEPENDENT

Sales Manager,
INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Managing Director, Executive Vice President &
Chief Investment Officer,
INDEPENDENT PORTFOLIO CONSULTANTS, INC.

CIO,
INDIGO TOWER PARTNERS

Managing Partner,
INFUSION GLOBAL PARTNERS

Partner,
INFUSION GLOBAL PARTNERS

Senior Vice President,
INTEGRATION CAPITAL & TRADE, INC

Chief Scientist,
ISAM SYSTEMATIC

Chairman & CEO,
JAMES RIVER CAPITAL CORP.

Partner,
JENKS & HARVEY LLP

Director, Investments,
JM FAMILY ENTERPRISES, INC.

Executive Director,
JP MORGAN PRIVATE BANK

Chairman,
KARABEL FAMILY OFFICE

CEO,
K1T CAPITAL LIMITED

Vice President - Wealth Management,
KAKOYANNIS-MORGAN WEALTH MANAGEMENT,
UBS FINANCIAL SERVICES INC.


Senior Vice President &
NE Region Investment Manager,
KEY PRIVATE BANK

President,
KILEY INVESTMENT MANAGEMENT
President,
KLITZBERG ASSOCIATES, INC.

Portfolio Manager,
KORE ADVISORS LP

Chief Investment Officer,
KRUSEN CAPITAL MANAGEMENT

Managing Director,
LEGION PARTNERS ASSET MANAGEMENT, LLC

Managing Partner,
LEGION PARTNERS ASSET MANAGEMENT, LLC

Managing Partner,
LIONCHASE HOLDINGS, INC.

Principal,
LOS ANGELES BUSINESS CAPITAL

SVP, Market Research,
LOWRY RESEARCH CORP.

Vice President,
LYXOR ASSET MANAGEMENT

Director,
LYXOR ASSET MANAGEMENT

CIO,
M.K. LEHMANN FAMILY OFFICE, AG

Founder,
MADEIRA GLOBAL

Partner and Chief Executive Officer,
MADEIRA GLOBAL

Managing Director,
MAN NUMERIC

Senior Vice President,
MAPLES FUND SERVICES

Regional Head of Fund Services - Americas,
MAPLES FUND SERVICES

President Emeritus of SACRS,
MARIN COUNTY RETIREMENT SYSTEM

Senior Managing Director,
MARINER INVESTMENT GROUP, INC

Galton Mortgage Specialist,
MARINER INVESTMENT GROUP, LLC/GALTON

PM,
MARSHALL FAMILY OFFICE

Investor Relations,
MAVERICK CAPITAL

CEO,
MCCABE RESEARCH AND CONSULTING

Principal,
MERCER

Principal, Investment Consulting,
MERCER

Principal,
MERCER SENTINEL GROUP

Financial Advisor,
MERILL LYNCH GLOBAL WEALTH MANAGEMENT

Financial Advisor/ Senior Portfolio Advisor,
MERRILL LYNCH

FVP Wealth Management Advisor, Portfolio Manager,
MERRILL LYNCH

Manager,
MERRILL LYNCH GLOBAL WEALTH MANAGEMENT

Senior Vice President-Wealth Management,
MERRILL LYNCH GLOBAL WEALTH MANAGEMENT

Financial Advisor,
MERRILL LYNCH GLOBAL WEALTH MANAGEMENT

Senior Financial Advisor,
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.

Financial Advisor,
MERRILL LYNCH PIERCE, FENNER & SMITH INC.

Financial Advisor | Global Wealth and
Investment Management,
MERRILL LYNCH, PIERCE,
FENNER & SMITH INCORPORATED


Vice President,
MESIROW ADVANCED STRATEGIES, INC.

CEO,
MEYER COMPANIES

Chief Financial Officer,
MEYER COMPANIES

Partner,
MEYER COMPANIES

Portfolio Manager,
MIG CAPITAL, LLC

Founder and Chief Executive Officer,
MINARD CAPITAL, LLC

Director of Business Development,
MONEY–MEDIA

Senior Vice President-Investments,
MORA WEALTH MANAGEMENT LLC

International Client Advisor,
MORGAN STANLEY

Executive Director,
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT

Vice President,
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT

Private Wealth Advisor,
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT

Senior Vice President – Financial Advisor,
MORGAN STANLEY WEALTH MANAGEMENT

Financial Advisor,
MORGAN STANLEY WEALTH MANAGEMENT

First Vice President, Financial Advisor,
MORGAN STANLEY WEALTH MANAGEMENT

Senior Vice President,
MORGAN STANLEY WEALTH MANAGEMENT

Trader/Analyst,
MOVIL VENTURES

Partner & Director of Research,
NEPC

Director of Traditional Research,
NEPC

Vice President,
NICK PRICE GROUP

Research Associate,
NOBLE FINANCIAL

Partner,
OIM CAPITAL

Vice Chairman,
ORCHARD GLOBAL ASSET MANAGEMENT

Associate Director,
PAAMCO

Managing Director Head of
Global Business Development,
PACIFIC CURRENT GROUP

Managing Director,
PACIFIC LIFE

Senior Vice President,
PALISADE CAPITAL MANAGEMENT

Senior Vice President, Convertible Securities,
PALISADE CAPITAL MANAGEMENT, LLC

Co–Founder,
PALM BEACH HEDGE FUND ASSOCIATION

Founder,
PALM BEACH HEDGE FUND ASSOCIATION

President,
PALM BEACH INVESTMENT RESEARCH GROUP

Chief Investment Officer,
PALM EQUITY

Senior Analyst,
PALM EQUITY

Director,
PERSHING LLC, A BNY MELLON COMPANY

Managing Director,
PERSHING PRIME SERVICES, A BNY MELLON SERVICE

AVP, Corporate Events,
PERSHING PRIME SERVICES, A BNY MELLON SERVICE

CEO,
PHAROS FINANCIAL GROUP

Portfolio Manager,
PINE CAPITAL

Vice President,
PNC FINANCIAL SERVICES GROUP

Senior Vice President,
PRESTIAN INVESTMENTS

Director of Investments,
PRINCETON ASSET MANAGEMENT

Head of Business Development, North America,
PRYTANIA INVESTMENTS

Managing Directo,
QUAD GROUP

Partner,
QUALITY MANAGER CONSULTANTS

CEO,
QUANTZ CAPITAL MANAGEMENT, LLC

CEO,
R-SQUARED MACRO

Managing Director, Investments,
RAYMOND JAMES

CIO,
RITOSSA FAMILY OFFICE

President,
RIVERGLADES FAMILY OFFICES, LLC

Founder and CEO,
RUBINHANEY CAPITAL MANAGEMENT

Director of Wealth Management,
SABADELL BANK & TRUST

Senior Vice President, Wealth and Fiduciary Director,
SABADELL BANK & TRUST

Senior Vice President,
SALIENT PARTNERS

VP-Senior Analyst,
SCS FINANCIAL

Senior VP Portfolio Manager,
SEACOAST BANK

CFA, CIO,
SEACOAST NATIONAL BANK

President,
SECONDARY RATINGS.COM

Director, Marketing & Investor Relations,
SEER CAPITAL MANAGEMENT

Senior Managing Director,
SERENGETI ASSET MANAGEMENT

Senior Consultant,
SHEPHERD KAPLAN LLC

Managing Principal,
SIGNAL POINT CAPITAL, LLC

In–House Counsel,
SIGNAL POINT CAPITAL, LLC

Executive Director,
SIMON CAPITAL

Managing Partner,
SMARTINVEST CAPITAL, LLC

Managing Partner,
SMK REALTY & INVESTMENTS

Chief Investment Officer,
SOCIOUS FAMILY OFFICE

Vice President,
SSGA

Director, Financial Institutions Ratings,
STANDARD & POOR'S RATINGS SERVICES

President,
STARKWEATHER & SHEPLEY

Vice President,
STARKWEATHER & SHEPLEY

Manager of Fund Operations,
STRENTA INVESTMENT MANAGEMENT

Managing Director,
STRENTA INVESTMENT MANAGEMENT

Associate,
SUMZERO

Senior Associate,
SUMZERO

Partner, CIO,
TALISMAN FAMILY ALLIANCE

Managing Director,
TEAMCO ADVISERS

President and Co-Portfolio Manager,
THE ARCHSTONE PARTNERSHIPS

Chief Investment Officer,
THE CLINE GROUP

Managing Director,
THE CLINE GROUP

Investment Analyst,
THE CLINE GROUP

Financial Advisor,
THE DIAZ KURAMOTO GROUP: MERRILL LYNCH

CEO,
THE FRIED FAMILY OFFICE

VP Business Development,
THE GEMINI COMPANIES

CEO,
THE GONZALEZ FAMILY OFFICE

Financial Advisor,
THE MORDIS GROUP: MERRILL LYNCH, PIERCE, FENNER & SMITH INC.

Financial Advisor,
THE SILVERMAN NAGLE GROUP,
MORGAN STANLEY WEALTH MANAGEMENT


Portfolio Manager,
TIGHTLINE CAPITAL

Trustee,
TUFTS ENDOWMENT

CEO,
TWINVIEW CAPITAL

Senior Vice President,
TWO SIGMA INVESTMENTS, LLC

Financial Advisor,
UBS FINANCIAL SERVICES

Vice President – Wealth Management,
UBS FINANCIAL SERVICES INC

Senior Vice President,
UBS FINANCIAL SERVICES INC.

Associate Director,
UBS FINANCIAL SERVICES INC.

Senior Vice President – Wealth Management,
UBS FINANCIAL SERVICES INC.

Senior Vice President - Investments,
UBS FINANCIAL SERVICES INC.

Director,
UBS FINANCIAL SERVICES INC.

Managing Director-Wealth Management,
UBS PRIVATE WEALTH MANAGEMENT

Senior Managing Director,
US BANCORP FUND SERVICES, LLC

Senior Vice President,
US BANCORP FUND SERVICES, LLC

SVP Marketing,
US BANCORP FUND SERVICES, LLC

Senior Vice President,
U.S. TRUST

Portfolio Manager/Managing Director,
U.S. TRUST, BANK OF AMERICA
PRIVATE WEALTH MANAGEMENT


Senior Vice President – Wealth Management,
UBS WEALTH MANAGEMENT

V.P. Business Development,
UMB FUND SERVICES

Senior Vice President,
VANDERBILT AVENUE ASSET MANAGEMENT LLC

Senior Managing Director,
VARDE PARTNERS

CEO,
VEMO EDUCATION

Global Head of Investor Relations,
VIVALDI ASSET MANAGEMENT

Managing Partner,
WAVEMAKER PARTNERS

Vice President – Investments,
WELLS FARGO ADVISORS, LLC

First Vice President - Investments,
WELLS FARGO ADVISORS, LLC

First Vice President, Investment Officer,
WELLS FARGO ADVISORS, LLC

Financial Advisor,
WELLS FARGO ADVISORS, LLC

Director,
WELLS FARGO PRIME SERVICES

Director of Strategy,
WELTON INVESTMENT CORPORATION

Director of Investor Solutions,
WELTON INVESTMENT PARTNERS

Chair,
WEST PALM BEACH POLICE PENSION FUND

Portfolio Manager,
WHALEROCK POINT PARTNERS, LLC

Managing Partner,
WILKINS HEIGHTS CAPITAL MANAGEMENT LLC

Investment Solutions,
WINTON CAPITAL

Head Product Strategist,
WINTON CAPITAL

Head Product Strategist (USA),
WINTON CAPITAL
NETWORK OPEN
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Event Specific Contacts for 22nd Annual Alpha Hedge East

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(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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