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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)

Peter Bassler

Managing Director, Business Development
eSecLending

Peter Bassler is a Managing Director at eSecLending. In his current role, he is the Global Head of Business Development. Peter joined eSecLending in 2008 and has more than 22 years of industry experience. Prior to eSecLending, Peter was the Director of Institutional Marketing and Client Management at Dresdner Kleinwort Agency Securities Lending (now Deutsche Bank). Prior to this role, Peter was a Senior Vice President at Allianz Global Investors. Prior to Allianz, Peter was a Vice President of Origination and Investor Marketing within Global Markets at Deutsche Bank in New York. Peter began his career at Deutsche Bank as a commercial banker and credit analyst within the Financial Institution ... (view full description)

Chris Benedict

Director
DataLend

Chris Benedict is Director of DataLend, the securities finance market data division of EquiLend. As DataLends lead business analyst, project manager and quality assurance expert, he helped oversee the development and subsequent launch of the business in January 2013. Benedict previously was vice president of Product Development at EquiLend, and worked in various roles at BearingPoint, Pershing Securities, Sherwood Securities and Yamaichi International (America). He has an MBA in Finance and MS in Information Systems from Boston University and is a frequent contributor to various industry publications on a wide range of securities finance topics. He holds Series 7, 24 and 63 licenses.

Shawn Bengtson

Vice President, Investment
WoodmenLife

C. Shawn Bengtson, Ph.D., CFA, CIOP is the Vice President, Investment for WoodmenLife. Shawn is committed to integrating enterprise risk management into investment decision-making. She has 25 years’ experience in insurance practice; she has also spent a number of years as a professor in finance and investments. Shawn holds a MS in Actuarial Science and a BS degree in mathematics and statistics.
 
Shawn actively volunteers in the community with a number of nonprofit organizations, and relishes the opportunity to continually learn.
 

Chris Benish

Asset & Risk Allocation Analyst
State of Wisconsin Investment Board

Christopher Benish, CFA
Analyst
State of Wisconsin Investment Board
Chris Benish is an analyst in the Asset and Risk Allocation group at the State of Wisconsin Investment Board (SWIB) where he is part of a team focusing on liquidity/collateral management, asset allocation, risk analysis and exposure management.

Ed Blount

Executive Director
Center for the Study of Financial Market Evolution

Ed Blount has testified as an expert in fiduciary services and securities finance before all three branches of the United States federal government. He serves as executive director of the Center for the Study of Financial Market Evolution (CSFME), in Washington, D.C., and senior research fellow at Fordham University's Center for International Policy Studies in New York. Ed is also president of Advanced Securities Consulting, LLC., a regulatory compliance and litigation support firm. In 1993, while CEO of ASTEC Consulting, a firm he later sold to SunGard Data Systems, Ed created the first securities lending benchmarks for an institutional research cooperative of 150 securities lenders, 30 len ... (view full description)

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Roy Clothier

Associate Portfolio Manager
CalSTRS

No biography specified

Arianne Collette

Executive Director – Bank Resource Management
Morgan Stanley

Arianne Collette is an Executive Director and the Global SFT Project Manager of the Clearing and Collateral, Strategy and Optimization team within Bank Resource Management at Morgan Stanley.  In her project management and product development role she is responsible for the strategy, development and execution of Securities Finance Transaction ("SFT") centralized clearing initiatives globally.  Prior to joining the CCP team, Arianne was the North America Head of Trading and Execution for the Firm Secured Funding desk, trading both Fixed Income and Equity products.  Previous to this, she was a trader on the Securities Lending desk covering hedge fund clients.  Arianne has over 15 years experien ... (view full description)

Michael Corcelli

Chief Investment Officer
Alexander Alternative Capital

Michael Corcelli is the Managing Member of the General Partner and the Investment Manager and serves as a Portfolio Manager of the Partnership. Mr. Corcelli has extensive investment experience as the founder and manager of Alexander Alternative Capital, LLC

Betsy Coyne

Head of US Business Development & Relationship Management
State Street

Betsy Coyne joined State Street Securities Finance in 2011 with over 20 years of experience in the Financial Services Industry.  She is currently the Head of Business Development and Relationship Management for the Americas.  She and her team of sixteen seasoned professionals are tasked with the development of bespoke lending programs for a wide variety of client types, including Pension Funds, Public Funds, Registered Funds, Central Banks, etc. From 2005 - 2011 she assisted with the conceptual introduction and initial product launch of Pipeline Trading; a block crossing and electronic execution platform.  During her tenure at Pipeline Trading she maintained management responsibility f ... (view full description)

Robert Crossen

Portfolio Investments & Cash Management Officer
Illinois State Treasurer

Robert Crossen has been the Cash Management Officer for the Illinois State Treasurer�s Office since April 2007. As Cash Management Officer he forecasts cash investable balances, creates scenario analyses for the State Portfolio balance and performance, oversees Securities Lending reporting and analysis, serves as an investment officer for fixed income, oversees debt management policy and reviews legislation pertaining to the State Treasurer's Office investment, debt policy and cash management functions. He received two B.A. degrees from Illinois State University, Economics and Foreign Languages in 1979. He received an M.A. in Economics and Finance from the University of Illinois in Septemb ... (view full description)

Dexter Cunningham

Trustee, Police & Fire Supplemental Pension
City of Birmingham Retirement Systems

No biography specified

Tim D'Arcy

SVP
FIS ASTEC Analytics

No biography specified

Sudha Datta

President & Founder
SL& C Consulting

Sudha Datta, previously with Abu Dhabi Investment Authority (ADIA), a sovereign wealth fund with a global, diversified portfolio of holding across sectors, geographies and asset classes. At ADIA, he worked as head of operations and was responsible for custody, securities lending and investment operations, for over 20 years. His role included the selection of custodians and the maintenance of custody relationships. He also played a major role in setting up securities lending program for ADIA. Sudha is the founder/principal consultant of SL & C Consulting Inc. and currently serving asset managers, pension funds, family investment offices and sovereign wealth funds (i.e. benefic ... (view full description)

Robert Goobie

Senior Portfolio Manager Fixed Income & Derivatives
Healthcare of Ontario Pension Plan

No biography specified

Melissa Gow

Executive Director
IHS Markit

Melissa Gow, Executive Director of Securities Finance at IHS Markit.  Melissa has over 25 years’ experience in the financial services industry, with the last 14 focused on securities finance.  She joined Data Explorers in 2008 as the Head of Account Management for North America, and became part of the Markit team through the 2012 acquisition. Prior to Data Explorers, Melissa worked at EquiLend as the head of Sales and Marketing, and also had roles at Goldman Sachs and Swiss Bank Corporation (now UBS).  Melissa holds an M.B.A in Finance and Information Systems from New York University, and a B.A. in Economics from Georgetown University. 
 

Theresa Hajost

Special Counsel, Office of Trading Practices
U.S. Securities and Exchange Commission

Ms. Hajost is an attorney in the Office of Trading Practices, Division of Trading and Markets at the U.S. Securities and Exchange Commission.

Benjamin Holland

Controller/Trustee
Butler County, Pennsylvania

Ben Holland currently serves as the Controller for the County of Butler in Pennsylvania. As County Controller, he serves as a member and Secretary of the County’s Retirement Board; and also as a member of the County’s Prison Board of Inspectors, the County’s Salary Board, and the County’s Worker’s Compensation Trust Fund. His office has received the Certificate of Achievement for Excellence in Financial Reporting by the Government Finance Officers Association (GFOA). Prior to being elected, Ben was an Accounting Manager for a division of the McKesson Corporation, and previously served as a tax accountant for a public accounting firm in Pittsburgh. Ben graduated with a Bachelor of Sci ... (view full description)

James Hraska

Managing Director
DTCC

Jim is responsible for the Fixed Income product group, overseeing all of FICC's products and services. As part of our commitment to deliver greater value to our clients, Jim also leads FICC's efforts in initiatives such as expanding buy-side participation in FICC clearing services, and implementing the Mortgage Novation Service for MBSD. Jim joins DTCC from Barclays, where he most recently served as Global Director of Product Management, specializing in Financing and Structural reform. He has twenty-six years experience in the securities industry with expertise in fixed income and equity financing, fixed income and equity derivatives, financial engineering, reinsurance, structured cred ... (view full description)

Sonelius Kendrick-Smith

Head of Corporate Treasury Solutions-Americas
Deutsche Asset Management

Sonelius Kendrick-Smith is Head of Corporate Treasury Solutions, Americas and a senior portfolio manager for Deutsche Asset Management. In these roles, he is responsible for the management of approximately $100B of Liquidity Management’s core strategies, as well as the alignment of business strategies for Corporate Treasury’s Global Client Group. Mr. Kendrick-Smith’s significant expertise in tax exempt/municipal, investment grade and short duration investment products serves clients well in determining the appropriate solutions for their operational cash and short-term investment needs.  He has managed a variety of strategies including tax exempt, government and ... (view full description)

Laura Klimpel

Executive Director, Clearing Agency Services
DTCC

Laura Klimpel is Executive Director of DTCC Clearing Agency Services. In this role Klimpel supports the development and implementation of overall strategy and priority of initiatives for DTCC’s Systemically Important Financial Market Utility (SIFMU) businesses. She works with cross-functional teams and industry partners to devise strategies for building new products and services for SIFMU businesses that mitigate risk, create market efficiencies and reduce costs.   Prior to her current role, Klimpel was General Counsel and Chief Compliance Officer at New York Portfolio Clearing, LLC (NYPC) for four years. During this time she led the effort to obtain registration as a derivatives ... (view full description)

Logan Levey

Investment Manager
Strenta Investment Management

Logan Levy currently serves as an Investment Manager for Strenta Investment Management, Inc., an SEC registered investment advisor.  Strenta Investment Management is a part of a family office and makes investments across a multi-asset class portfolio including real estate, fixed income, equities, private equity, hedge funds, and commodities.  Mr. Levy is a generalist but has worked extensively on the private debt and real estate investments within the portfolio.  Mr. Levy’s previous work experience includes analyst roles in merchant banking and equity options trading where he supported banking and trading activities through financial modeling and analysis.  Mr. Levy started his c ... (view full description)

Len Lipton

Managing Director
GlobeTax

Len Lipton manages the firm’s sales and marketing activities for the Americas. His responsibilities encompass promotion of the company’s services to custodians and asset managers, including spearheading the firm’s business development activities to the hedge fund community. Len also participates in the firm’s product development efforts so that GlobeTax can continue to provide the highest levels of service to its clients in the rapidly changing global tax landscape. Prior to joining GlobeTax in 2004, Len focused on new business and relationship management with Elkins/McSherry, LLC (a State Street Company) as a Managing Director, assisting institutional investors in monitoring por ... (view full description)

William Locke

Chief Risk Officer
eSecLending

William “Bill” Locke joined eSecLending in January 2014. Bill is responsible for identifying, quantifying and managing market and credit risk in eSecLending’s securities financing and cash management programs. Bill brings over 34 years of industry experience, which includes work on policy development, credit risk management, customized trade structures, interest rate risk management and collateral eligibility and valuation. Prior to joining eSecLending, Bill worked as a Financial Services Market Specialist for the Federal Reserve Bank of Boston, Vice President of Global Securities Lending at Brown Brothers Harriman (BBH) and Managing Director of Securities Finance at State Street Bank and Tr ... (view full description)

Irv Lowenberg

Treasurer
City of Southfield, MI

Irv Lowenberg has been the elected Treasurer for the City of Southfield, Michigan since 2005. Southfield has a daytime population nearing 175,000. It is Michigan’s suburban business center with 26 million square feet of office space and more than 9,000 businesses. The city has over 80 “Fortune 500” companies. Irv is a distinguished graduate of City University of N.Y./Baruch College of Business - Finance/Accounting program. Mr. Lowenberg made the National Deans List, was a Baruch Scholar, and a member of Beta Gamma Sigma business school honor society. He is very active in many government finance organizations such as: Finance and Legislative Advisory Committees of the Michigan Muni ... (view full description)

Nancy O'Connor

Vice President
The Hartford Investment Management Co.

No biography specified

Sally Outlaw

Founder
Worthy Financial, Inc

Sally founded Worthy Financial, a personal finance company, to bring higher yielding alternative investments to the public. Through its subsidiary, Worthy Peer Capital, Inc., and using newly updated securities regulations as part of the JOBS Act, she has recently introduced a new liquid debt product to the investing ecosystem. As a specialist in the JOBS Act, she works to help investors and business owners navigate the new capital opportunities that arose with these new laws. Sally is a contributor to and speaker for Entrepreneur Magazine, various universities, and business incubators on the topic of alternative finance and has been a repeated source on the topic of crowdfinance ... (view full description)

Samuel Pierson

Director
IHS Markit

Sam Pierson, Director of Securities Finance at IHS Markit. Sam has over nine years of experience in the financial services industry, of which he has focused five years on the securities lending industry. He was a member of the Data Explorers team in NYC, which joined IHS Markit through acquisition in 2012. His previous experience includes risk operations at Partner Fund Management and analyst at Q Capital Management. Sam holds a B.A. in Economics from the University of Colorado.
 

Nate Rand

Managing Director
State Street

Nathaniel (Nate) Rand is a Managing Director in State Street’s Securities Finance division.  He is involved in the development of new strategic initiatives at both the divisional and corporate level.  Mr. Rand has over 19 years of experience in global markets with a consistent track record of designing and developing new products, platforms and services for clients and trading counterparts.   Prior to his current role, Mr. Rand was part of the core team who designed, built and grew the Enhanced Custody business, State Street’s alternative prime brokerage offering.  As head of client management, he was responsible for ensuring the business fully supported the needs of its clients. ... (view full description)

Jurrie Reinders

Head of Structured Equity Finance
Societe Generale

Jurrie Reinders is head of the Structured Equity Finance team at Societe Generale.  The team offers synthetic financing and collateral solutions to a range of counterparties and has been on the forefront of innovation in collateral management using equity derivatives. 

Jurrie has 13 years of experience in structured finance and hold M.S. in Econometrics and Quantitative Finance.

Michael Saunders

Head of Securities Lending Investments & Trading
BNP Paribas

Michael Saunders is Head of Investments & Trading, Securities Lending North America at BNP Paribas. In this capacity, Mr. Saunders is responsible for managing client lending and cash collateral reinvestment portfolios with a focus on risk management. Mr. Saunders is also a member of the securities lending groups Investment Committee and Product Management Committee. Mr. Saunders has extensive knowledge of investment grade, short-duration investment products which assist in the construction of client portfolios consisting of 2a-7 like assets including corporate bonds, asset-backed commercial paper, securitized products and other liquid assets. His professional experience also ... (view full description)

Milind Sharma

CEO
QuantZ Capital Management, LLC

No biography specified

Lovejeet Sidhu

VP, Alternative Data
Benzinga

No biography specified

Mark Skowron

SVP, Head of US Trading
Northern Trust

Mark currently manages the U.S. Equity and Fixed Income trading desks in Global Securities Lending. Mark joined Securities Lending in 1996 as a trader on the U.S. Equity desk with responsibility for trading American depositary receipts and corporate actions and began managing the desk in 2000. He has been managing all U.S. trading activity since 2009.   Prior to joining the Securities Lending team, Mark spent five years in various operations roles, including manager of Mortgage Backed Securities Processing. In 1991, he joined the Cash Investment Management unit where he managed the investment of securities lending cash collateral as well as other short durati ... (view full description)

Tim Smollen

Global Head of Agency Securities Lending
Deutsche Bank

Tim Smollen is the Global Head of Deutsche Bank’s Agency Securities Lending (ASL) Program and is based in New York.   As Global Head of ASL, Tim currently oversees all aspects of the business and the 80+ strong lending team which is based in NY, London, Frankfurt, Hong Kong, Dubai and Sydney.  Tim has over 26 years of securities lending experience which includes running both custodial and 3rd party lending platforms in both global markets and securities services organizations.  Prior to Deutsche Bank, Tim was based in London where he was initially Global Co-Head of the Dresdner Bank Agency Securities Lending business which he and his team built from scratch and h ... (view full description)

Craig Starble

CEO
eSecLending

Craig Starble joined eSecLending in 2013 as Chief Executive Officer. Prior to joining eSecLending, Craig was the Founder and CEO of Premier Global Securities Lending, LLC (PGSL), where he was responsible for designing and launching a new securities lending operation. Before that, he served as Executive Vice President and Head of State Street Banks global securities lending division, responsible for directing a vertically organized global division of 450 individuals comprised of trading, client service, product development, sales, operations, technology, credit/risk and asset/liability management professionals. Craig was also a Co-Founder and CFO for Shoebuy.com, and Managing Director for ... (view full description)

Paul Tagliareni

Executive Director
Morgan Stanley

Paul Tagliareni is an Executive Director and the Securities Lending COO at Morgan Stanley. 

Mr. Tagliareni received his B.S. The Pennsylvania State University and his MBA from The Leonard N. Stern School of Business at New York University.
 

Anthony Toscano

Managing Director, Head of US Trading
Deutsche Bank

Anthony Toscano is Head of Agency Securities Lending for Deutsche Bank in North America.  He has a background in Asset/Liability Trading and all aspects of risk management.    He is part of a core-team of individuals who founded Deutsche Non-Custodial Securities Lending program which has developed into one of the premier providers in the industry. Anthony has over 20 years of securities finance experience from both agent and principal perspectives as well as custodial and non-custodial perspectives. Prior to Deutsche, Anthony spent nine years at J.P. Morgan.  Anthony was the liability manager for J.P. Morgan’s securities lending product and was responsible for implementing risk management to ... (view full description)

George Trapp

Senior Vice President, Head of North American Securities Lending Client Service
Northern Trust

George Trapp is a senior vice president and head of securities lending client relations at The Northern Trust Company, Chicago. George acts as the manager for the securities lending client sales and servicing team for Northern Trust's securities lending business in North America. He is responsible for ensuring that securities lending clients receive quality and coordinated services from our operations, trading and investment areas.   George participates in the global securities lending management team and various committees around the bank including the securities lending collateral committee, security watchlist group, corporate and institutional services management group, corpor ... (view full description)

Michael Velasco

From
BNP Paribas

Michael Velasco is a sales trader on the Financing Sales team, Prime Services at BNP Paribas here in the US. Michael has over 17 years of experience in the prime services industry holding various roles at Deutsche Bank, Barclays Capital, and JP Morgan . In this capacity, Mr. Velasco is responsible for managing hedge fund customers cash and synthetic financing interests extending from trading liquidity, order flow management, margin financing, market color, and technology. Mr. Velasco has extensive knowledge in hard to borrow securities, exchange traded funds, convertible arbitrage, and lender analytics. His professional experience also covers the financing trading side of the business ... (view full description)

Matt Wolfe

VP, Product Development
OCC

Matt Wolfe is Vice President, Product Development for OCC. OCC is the world’s largest equity derivatives clearing organization.   In his current role, Mr. Wolfe is focused upon strategic initiatives for OCC’s clearing services. He was a principal designer of the technology, legal, and operational framework used to support clearing of OCC’s Market Loan program. Mr. Wolfe is now responsible for defining the enhanced stock loan program at OCC, which includes additional guarantees and opportunities for broker dealers, expanded access for banks and other agent lenders, and support for clearing of additional types of securities financing products. In his prior role, he managed and work ... (view full description)
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*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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