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Kemal Ahmed

Portfolio Manager
Investec Asset Management

2 years with the firm 24 years of industry experience Kemal is a portfolio manager in Investec Asset Managements Frontier & Emerging Markets team. He has extensive investment experience in emerging and frontier markets. Kemal founded Old Square Capital in 2006, a New York-based asset manager that managed multi-manager portfolios using best of breed local asset managers in the emerging and frontier markets on behalf of signature, institutional clients. Prior to establishing Old Square Capital, Kemal was a managing director with the Brown University Investment Office responsible for public equities, head of equities for Calvert Asset Management; and a senior i ... (view full description)

Dean Allen

ETF Product Management
Vanguard Investments Canada Inc.

Dean Allen is head of product management for Vanguard Investments Canada Inc. Mr. Allen supports the development of Vanguard's ETF business in Canada where he provides product support for sales and manages capital markets relationships. Prior to his current position, Mr. Allen was a sales executive in Vanguard's Financial Advisor Services. He was responsible for building and maintaining strategic sales partnerships with private wealth management groups at banks and independent trust companies in the United States. Mr. Allen earned a B.S. in finance from the University of Maryland. He is a member of the CFA Society of Toronto.

Meredith Atkinson


Raman Aylur Subramanian

Managing Director, Head of Equity Applied Research, Americas

As Head of Equity Applied Research for the Americas, Raman Aylur Subramanian conducts research on MSCI product applications, and presents the results in interactive sessions with clients. Raman joined MSCI in 1999, and has been working in a variety of research roles. Raman has established close relationships with clients and gained an in-depth understanding of their needs with respect to the MSCI indexes. Prior to joining MSCI, Raman worked in the Indian petroleum industry where he worked on sales and product management. Raman received a Bachelor of Technology in Petroleum Engineering from Indian School of Mines, India, and a Masters in International Management from T ... (view full description)

Alan Ayres

Emerging Markets Senior Product Manager
Schroder Investment Management

Alan Ayres is the Client Portfolio Manager for Emerging Market Equities, and is based in London, where he is embedded into the portfolio management team. The team managed around US$26.9 billion (as of December 31, 2012) across eight products. These products include three global emerging market strategies (core, unconstrained and commodity equities), four regional emerging market strategies (Latin American, BRIC, Emerging Europe and Middle East) and a frontier markets product. Alan takes responsibility for communicating information about these products to our clients, consultants and potential clients in the US, and other countries worldwide.Alan transferred to his current role in ... (view full description)

Juliana Bambaci

Senior Associate - Applied Index Research

Juliana Bambaci has been working as a Senior Associate in the Applied Index Research team since 2011. In her role, she conducts research on index related topics and asset allocation. Prior to joining MSCI, Juliana was an Associate in the investment research team at First Quadrant, a quantitative boutique investment manager. Her responsibilities included analyzing portfolio performance attribution and establishing the links between portfolio performance, current developments in financial markets, and the models driving the investment process. Additionally, she was involved in the firm’s communications writing monthly commentary and research papers, as well as presenting performance reviews t ... (view full description)

Tim Baron

Davies Ward Phillips Vineberg LLP

Tim's practice is transaction-oriented, focusing on corporate finance, investment funds, derivatives and domestic and off-shore structured finance.He is regular counsel to various investment fund advisors and managers and has assisted with the establishment of numerous alternative investment funds, including hedge funds, fund of funds, exchange-traded funds and other investment vehicles. Tim regularly advises financial intermediaries and end-users with respect to over-the-counter and exchange traded derivatives, including structured fund products, equity derivatives, credit derivatives and financial product development. In addition to advising lenders and borrowers on syndicate ... (view full description)

Nancy Bertrand

Past-President, TORONTO CFA SOCIETY, Director
Citi Private Bank

Nancy joined Citi Private Bank in 2006 and has over 15 years of capital markets experience. She advises ultra high net-worth families and smaller institutions on wealth preservation and creation, with a particular focus on alternative and international investments. Previously Nancy practiced U.S. securities law at Shearman & Sterling LLP for eight years specializing in cross-border corporate finance and mergers and acquisitions. Nancy is the immediate Past President of the Toronto CFA Society and is the Chair of the Governance and Nominations Committee. She is a member of the CFA Institute's Capital Markets Policy Committee and a member of CFA Institute's Global Corporate Governance T ... (view full description)

Ryan Bisch


David Blitzer

Chairman of the Index Committee
S&P Dow Jones Indices

David M. Blitzer is managing director and chairman of the Index Committee with overall responsibility for index security selection, as well as index analysis and management.   Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor’s Chief Economist.  Before joining Standard & Poor's, he was Corporate Economist at The McGraw-Hill Companies, S&P's parent corporation.  Prior to that, he was a Senior Economic Analyst with National Economic Research Associates, Inc. and did consulting work for various government and private sector agencies including the New Jersey Department of Environmental Protection, the National Commission on Materials Polic ... (view full description)

François Bourdon

Associate Chief Investment Officer & Vice President, Asset Allocation and Fixed Income
Fiera Capital

Chris Brisebois

Eckler Ltd.

Jean-Jacques Chouinard

Director, Asset Allocation, Canada
Towers Watson

Robert Cultraro

Chief Investment and Pension Officer
Hydro One Inc.

Robert is the Chief Investment and Pension Officer at Hydro One Inc.Robert has over twenty years of extensive experience in the investment industry, which includes investment research and fund management.Robert holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst and the Certified Investment Manager designations.Robert is professionally affiliated with the CFA Institute, the CFA Society Toronto, the Chartered Alternative Investment Analyst Association, and is a Fellow of the Canadian Securities Institute.Robert is a member of the Investment Advisory Committee for the Office of the Public Guardian and Trustee, a member ... (view full description)

Alex Da Costa

Director, Hedge Fund Research and Consulting
Pavilion Advisory Group Ltd.

Alex Da Costa is the Director of Hedge Fund Research and Consulting in Pavilion’s advisory services group. He is an integral part of the firm’s alternative research capabilities (Hedge Funds, private equity, real assets, etc.) and develops customized discre¬tionary and non-discretionary alterna¬tives solutions for clients. Mr. Da Costa brings 14 years of experience in the area of alternative investments with a particular expertise in Hedge Funds. Prior to joining Pavilion, he was based in London, England where he was an Investment Analyst at Vector Asset Management. He was also a Product Development Manager at GNI Fund Management and the Head of Portfolio Construction in the Alternat ... (view full description)

Bruce Grantier

Former Managing Director
Scotia Bank

Bruce J. Grantier retired in 2008 after 16 years at Scotiabank, where he was, for the past nine, Managing Director, Pension Assets. Previously he was involved Chief Strategist and head of and Fixed-Income Portfolio Manager for Scotia Investment Management Ltd. <br /><br />He earned his BASc (Industrial Engineering) at the University of Toronto and MBA at York University. He is a CFA and CAIA charter holder and is a member of the Canadian Institute of Corporate Directors. <br /><br />Board memberships include: Brandes Institute Advisory Board, Toronto CFA Society (Portfolio Management Committee), Benefits and Pension Monitor Advisory Board, Niagara Institutional Dialog ... (view full description)

Douglas Gratz

Senior Vice President, Affiliate Relations
Research Affiliates

Doug Gratz, CFA is a global product specialist for RAFI portfolio applications. With over 25 years of investment experience, he supports our international affiliates and their institutional and high net worth clients through both marketing and client servicing. He is also a featured speaker at conferences on alternative indexing approaches. Doug earned an MBA from Columbia University with dual concentrations in finance and marketing. He received a BS with highest honors from California Polytechnic University. Doug is a member of CFA Institute and the Los Angeles Society of Financial Analysts.

Alan Green

Capital Markets

Joseph Hickey

Managing Director, Delta-One Trading Americas
Bank of America Merrill Lynch

Joseph Hickey is a Managing Director and runs Bank of America Merrill Lynch's Delta One Index Business in Global Markets Financing and Futures business. He is responsible for managing a trading book of stocks, indices, ETFs, total return swaps, futures, forwards and dividend swaps. Hickey's area of expertise lies in macro investing themes as well as hedging interest rates, dividend risk and stock loan/funding costs. Hickey joined the firm from Goldman Sachs where he worked as a Global Asset Allocation Strategist specializing in equity index products. Prior to Goldman, Hickey worked as an actuary at Mercer. He is a CFA Charterholder and has been awarded the Financial Risk Manager (FRM) ... (view full description)

Brenda Hogan

Investment & Portfolio Manager
Ontario Capital Growth Corporation

Brenda M. Hogan is Investment & Portfolio Manager with the Ontario Capital Growth Corporation (OCGC). OCGC manages the interest of the Government of Ontario in the $205 million Ontario Venture Capital Fund LP and manages and operates the Ontario Emerging Technologies Fund (OETF). The OETF is a $250 million fund that co-invests in innovative, high-growth, private, Ontario companies.Earlier in her career, Brenda was with Bell Aliant in the Mergers and Acquisitions group and later with Ernst and Young in transaction advisory services.Brenda sits on the Board of Women in Capital Markets, the Geneva Centre for Autism, is Past President of the Junior League of Toronto, and ... (view full description)

Adrian Hussey

Director, Portfolio and Risk Analysis
University of Toronto Asset Management

Rob Ivanoff

Director of Research
ETF Business Review

Rob Ivanoff is the inventor and editor of the ETF Business Review and FPR (Financial Products Research). The ETF Business Review is the heart of the ETF industry. It is the first ad-free report to help asset managers and financial firms increase profits. It is essential reference for top exexucitves to read every Monday, before the week begins. The ETF Business Review goes out to 400 organizations on 4 continents. It supports the best-selling executives in increasing their perfornance and knowledge. Based in Boston, Rob is a member of the E-Club at MIT Cambridge and speaks 4 languages. His work on mutual fund trends has been quoted in the Wall Street Journ ... (view full description)

Srinkanth Iyer

Head of Global Equities

Sri joined Guardian Capital in 2001 to help lead the development and implementation of our proprietary global equity portfolio management strategy. His background in portfolio management, accounting, and applied finance were key elements to his pioneering work in the field of Global convergence and in building a Global integrated alpha/risk system. Prior to Guardian, Sri worked in Princeton, New Jersey from 1993 to 2001 for Global Value Investors, a quantitative firm specializing in Global Tactical Allocation. Sri graduated from the University of Bombay, is a Chartered Accountant, Cost and Works (India), and received his Masters and subsequent MBA in Applied Finance from Rutgers Graduate Sch ... (view full description)

Greg Jones

Managing Director, Global Equity Derivatives
NB Financial

David Kaufman

President and CEO
Westcourt Capital Corporation

David, a non-practising lawyer, brings more than 15 years of experience in the legal, real estate and investment industries to his role as president of Westcourt Capital Corporation. After having graduated from the University of Toronto Faculty of Law in 1994, David worked for 5 years in the field of golf management, after which he joined Magna Golf Club as Executive Director in 2001. At Magna, David oversaw the initiation of one of Canada's most respected private clubs. He also was responsible for the development of over $30 million in luxury residences adjacent to the Club property. David joined Menkes Developments in 2005 as Executive Director of the Four Seasons Private Residences, T ... (view full description)

Vaino Keelmann

API Asset Performance Inc.

Vaino Keelmann is Partner of API Asset Performance Inc. and is well versed in all API's capabilities for clients. With credentials as a Security Analyst, Vaino has also been a Portfolio Manager. His brief resume is as follows: Education: Bachelor of Economics, University of Sydney Chartered Financial Analyst Securities Institute of Australia Course Insurance Institute of Australia Course Canadian Securities Institute Registered Representative Exam Canadian Securities Institute Options Course Canadian Securities Course AIMR Portfolio Manager Seminar, etc. Harvard Behavioural Finance Seminar etc. Initial experience was gained at National Mutual Life as a Securities Analyst and subsequently ... (view full description)

Yusuke Khan

Senior Consultant
Pavilion Advisory Group Ltd.

As a Senior Consultant, Mr. Khan works with the firm’s institutional investor clients on investment policy, portfolio structure, and investment manager search and evaluation assignments. Mr. Khan joined the firm in 1999 and has previously held various responsibilities within the investment manager research and monitoring functions of the company. Prior to joining the firm, Mr. Khan worked at Arthur Andersen. He is a CFA charterholder, holds the FRM designation and is a member of CFA Montreal. Mr. Khan graduated with a Bachelor of Commerce (Finance/Marketing) from McGill University in Montreal, Canada.

Gary Knight

Vice President, Trading
TMX | Toronto Stock Exchange

Gary Knight is Vice President of Trading at TSX Markets. Mr. Knight is responsible for trading, product development, product management, Canadian sales, international sales and business strategy. Mr. Knight has over 20 years of experience in financial markets, portfolio management and trading. Before joining TMX Group, Mr. Knight held the position of Institutional Equity Trader, Portfolio and Algorithmic, at Cormark Securities Inc. Prior to Cormark Securities, Mr. Knight was a Senior Portfolio Manager with the Ontario Municipal Employees Retirement System. He managed and traded Canadian and U.S. Enhanced Index Portfolios. The notional value of assets under his management exceeded $3.0 b ... (view full description)

Bernard Lahey

Chief Investment Officer

Bernard LaheyChef des placements – Hydro-Québec pension fundA native of Toronto, Bernard Lahey holds a Bachelor's degree in Economics from the University of Toronto and a Master's degree in Economics from the University of Western Ontario.After starting his career as a member of the Research Department at the Bank of Canada in Ottawa, Mr Lahey joined the ministère des finances du Québec where he held a number of positions in the area of finance, notably in debt management and on the operations desk responsible for swaps and foreign currency hedging.In 1997, Bernard Lahey joined Hydro-Québec where he worked in various capacities ranging from ... (view full description)

Tanya Lai

Vice President, Public Markets
Ontario Pension Board (OPB)

Tanya Lai is Vice President, Public Assets at the Ontario Pension Board (OPB), where she oversees the Plan’s public market assets, and leads the investment policy development initiatives. Tanya joined OPB in 2008 and is a member of the Asset Mix Committee. Prior to joining OPB, Tanya has worked with Canadian-based pensions (both defined benefits & defined contributions plans) and endowments where she oversaw investment research on traditional/alternative asset classes, multi-manager structure design, and led initiatives in the area of risk management. Tanya has a M.B.A from University of Toronto Rotman School of Management, and is a CFA charter-holder (member of the Toronto CFA Society).

Chris Lawless

Chief Economist
British Columbia Investment Management Corporation

Chris Lawless is chief economist at the British Columbia Investment Management Corporation, where he oversees research and analysis of economic, capital market, and pension issues, and provides advice on investment strategies for clients. bcIMC is one of Canada’s largest institutional investors, with $100 billion in assets under administration. Chris has been a close observer of the B.C. and Canadian economic scenes for a number of years. Prior to joining bcIMC in 2001, he was chief economist with the British Columbia Ministry of Finance, served as an economist with the Library of Parliament research branch in Ottawa, and as an economic advisor to House of Commons and Senate committees. ... (view full description)

David Lerman

Senior Director, Asset Managers
CME Group

David Lerman is a Director of Equity Products at CME Group. David works primarily with institutional users such as pension plan sponsors, and money managers promoting CME Group’s equity quadrant. He has traveled around the globe on behalf of the CME, giving seminars and workshops to all audiences including: pension funds, corporations, banks and brokers on risk management/trading using Equity Index futures and options. Mr. Lerman is also the author of Exchange Traded Funds and E-mini Stock Index futures (published by John Wiley and Sons). He has also authored numerous articles in the Equity Derivatives field. Prior to joining the CME Group in 1988, Mr. Lerman was a member ... (view full description)

David Long

Senior Vice President & Chief Investment Officer, ALM, Derivatives & Fixed Income
Healthcare of Ontario Pension Plan (HOOPP)

David Long is Senior Vice President & Chief Investment Officer, ALM, Derivatives & Fixed Income for the Healthcare of Ontario Pension Plan (HOOPP). He is responsible for Asset/Liability modeling and portfolio construction, Derivatives and Fixed Income, and Short Term and Foreign Exchange. David holds a Ph.D. in Statistics from the University of Waterloo and is a CFA charter holder.

Jacques Lussier

Former Chief Investment Strategist

Until March 2013, Jacques Lussier was Chief Investment Strategist at Desjardins Global Asset Management, a financial management and advisory group with about 45 billion in assets. Jacques was responsible for financial strategy and setting asset allocation targets for global portfolio mandates, developing effective passive protocols in equity and commodities, crafting dynamic strategies based on volatility and tail risk management and implementation of the mandates associated with these activities. Jacques joined Desjardins in 1995 as portfolio manager specializing in asset/liability management and derivatives trading. He then occupied several other positions such as V.P. Financial Engine ... (view full description)

Craig Machel

Portfolio Manager, Investment Advisor
Macquarie Private Wealth Inc.

Craig Machel is a Portfolio Manager and Investment Advisor with Macquarie Private Wealth in downtown Toronto. He has been providing financial advice and services to high net worth investors and their families for 10 years. Craig is a sought-after expert on integrating alternative and hedge strategies within individual client portfolios. This thorough understanding of the use of less constrained strategies with a repeatable skill set has distinguished him among financial advisors. In addition to serving a range of clients, Craig delivers educational seminars throughout the year to professional organizations, corporations and other groups. He is a regular alternative strategy commentator on th ... (view full description)

Jill Pepall

Chief Investment Officer
Ontario Pension Board (OPB)

Tim Pickering

President and Lead Portfolio Manager
Auspice Capital Advisors Ltd

Tim Pickering is Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspices diverse suite of active and passive systematic trend following (CTA) and commodity strategies. Prior to forming Auspice, Tim was VP of Options Trading at Shell Trading for North America. Tim began his career at TD Securities in Toronto in their elite trading development program gaining experience in risk management and proprietary trading. Ultimately, Tim held the Senior Trader position for TDs energy derivatives portfolio. Outside of Auspice, Tim has been involved in grain farming in Western Canada. Through the founding of Auspice, Tim ties together a career in commodity a ... (view full description)

Marlene Puffer

Chief Strategist, Global Fixed Income Strategy
BCA Research

Marlene Puffer is Managing Editor of the Global Fixed Income Strategy service. Prior to joining BCA in October 2010, she was an independent consultant for five years, providing fixedincome strategic advice and investment solutions to capital market participants. She also managed the investment portfolio for a large Canadian pension fund and currently sits on the Board of HOOPP, one of Canadas largest pension funds. Her previous career included positions on the finance faculty at the University of Toronto Rotman School of Business, and with RBC Capital Markets, BMO Nesbitt Burns, Legg Mason Canada, and PIMCO Canada. She holds a BA and MA in Economics from the University of Toronto, and MSc an ... (view full description)

Michael Rizzello

Senior Portfolio Manager
Canada Post Corporation Pension Plan

John Ruffolo

Chief Executive Officer
OMERS Ventures

Mr. Ruffolo is the Chief Executive Officer of OMERS Ventures, the venture arm of OMERS. OMERS Ventures invests in early to late stage companies in the Technology, Media, and Telecommunications sectors. In addition, he is also the Senior Managing Director, Knowledge Investing with OMERS Strategic Investments. Prior to joining OMERS Ventures, Mr. Ruffolo was a Partner at Deloitte, as well as the Global Thought Leader, the Global Tax Leader and the Canadian Industry Leader for Deloitte's Technology, Media and Telecommunications (TMT) practice. He was also a member of the firm's Tax and TMT Global Leadership teams and a member of Deloitte's Board of Directors. Mr. Ruffolo has over two de ... (view full description)

Victor Scutaru

Director, Fund Investments
BDC Capital

Victor Scutaru is Director, Fund Investments for BDC Capital, the venture capital arm of the Business Development Bank of Canada. He is responsible for managing BDC's portfolio of private equity funds and its investment strategy in Ontario and Western Canada. Prior to his current role, Victor was a partner with the direct investment group of BDC Capital where he was involved in the financing of numerous technology start-ups. Before joining BDC Capital Victor held various management and engineering positions, most notably with the Wireless Division of Nortel Networks in Toronto, with Telesystem International Wireless in Montreal and with Centrale Recherche, Dassault Aviation and Aérospati ... (view full description)

Pauline Shum

Director, Master of Finance Program & Associate Professor of Finance
York University

Pauline Shum (BA(Hons), MA, PhD) is a finance professor at the Schulich School of Business, York University. Prof. Shum served as the Director of the PhD program at the Schulich School of Business from 2001 to 2005. She is also the Founding Director of the Master of Finance (MF) program, launched in August 2009. Prof. Shum's financial research has appeared in numerous international academic, professional, and media outlets. Her research has focused primarily on ETFs in the last three years. Prof. Shum has been a member of the investment committee of the York University Pension Plan since 2005; she is also an experienced consultant to insurance companies, law firms, consulting companies, and ... (view full description)

Colleen Sidford

Vice President and Chief Investment Officer
Ontario Power Generation

Colleen Sidford is Vice President Chief Investment Officer at Ontario Power Generation Inc. (OPG).Colleen Sidford was appointed Vice President Chief Investment Officer in July 2011 and is responsible for managing OPG's large portfolio of investment assets. OPG's Pension Fund, with over $10.5 billion in assets, serving 22,700 members and pensioners, is one of the largest single employer pension plans in Canada. In addition to the OPG Pension Fund, OPG manages approximately $13.5 billion of assets in the Nuclear Used Fuel Fund and the Nuclear Decommissioning Fund. Together the market value of the Funds under management is in excess of $24 billion.Colleen joined OPG in 2 ... (view full description)

Neil Simons

Vice President
NorthWater Capital

Tristan Sones

Vice President and Portfolio Manager
AGF Investments Inc.

Ruo Tan

SEGAL Rogerscasey Canada

Expertise Mr. Tan is the President of Segal Rogerscasey Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory. Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions. Professional Background Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul ... (view full description)

John Walker

Managing Director
Kensington Capital Partners Ltd.

 Mr. Walker is a Managing Director at Kensington Capital Partners Limited. Kensington has recently had a first close on the Kensington Power Income Fund and is now making investments. Additionally, Mr. Walker is Chairman of U.S. Geothermal Inc., which is an operating geothermal power company based in Boise, Idaho, with 50MW installed and operating and over 100MW in various stages of development. The company is listed on the Toronto Stock Exchange (GTH) and on the New York Stock Exchange (HTM). Mr. Walker has a 38 year history in urban planning, energy security and power plant development in Ontario and internationally as well experience on both public and private sector boards. ... (view full description)

Clifford Weber

EVP, Head of Strategy and Product Development

Clifford J. Weber is Executive Vice President, Head of Strategy and Product Development for NYSE Liffe U.S. He is responsible for the research, development and implementation strategy for NYSE Liffe U.S.’s financial products. Prior to working at NYSE, Mr. Weber was Executive Vice President of Development and Strategy at the American Stock Exchange (Amex) where he was responsible for the ETF Marketplace, Capital Markets, Equities, and Research and Strategy. He played a key role in the development and deployment of the Amex’s successful ETF business, and held various positions at the Amex since starting there in 1990. Mr. Weber has a B.A. from Dartmouth College and M.S.E from University o ... (view full description)
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Event Contacts for 12th Annual Canada Cup of Investment Management


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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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


    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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