Nancy Allen

Global Product Owner

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

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


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

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
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

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

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

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

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

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

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

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

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

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

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

QuantZ Capital Management, LLC

No biography specified

Lovejeet Sidhu

VP, Alternative Data

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


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, 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

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

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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Phone: +1 (212) 901-0506
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Event Specific Contacts for The 24th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference


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*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.


Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit (Please email us at if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email:

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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