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Nancy Allen

Head of Data & Analytics

Nancy Allen is Head of Data & Analytics at EquiLend. As Head of the Data & Analytics division, Nancy has responsibility for the strategic development and growth of the buy- and sell-side market data and analytics offerings across the firm. She has more than 20 years of experience in the global securities finance market.   Nancy joined EquiLend from Northern Trust, where most recently she was senior vice president and head of international fixed income securities lending trading, based in London. Previously, Nancy held various positions in securities finance at Northern Trust, State Street and Deutsche Bank.    Nancy has a Bachelor of Science degree in Business ... (view full description)

Robert Antelmann

Product Specialist
DataLend Asia

Nikolay Arnaudov

Senior Officer
European Securities and Markets Authority (ESMA)

Nikolay Arnaudov is a Senior Policy Officer at the Markets Department at ESMA. He is working at ESMA since January 2013 where he has been dedicated to setting up ESMA’s activities with regards to trade repositories from all the different perspectives such as policy work, registration and supervision. Nikolay led ESMA’s work on technical standards under SFTR. Prior to joining ESMA, he worked at the Chairman’s Office at the Spanish CNMV with particular focus on market infrastructures and governance. Before the Spanish markets regulator, Nikolay worked at the Directorate General Internal Affairs at Banco de España. Nikolay has a maste ... (view full description)

Dan Barnes


Dan Barnes is an awarding-winning capital markets journalist and presenter. He is a contributing editor to the FT Group and Risk, as well as being editor of The DESK.

Sebastien Bietho

Chief Executive Officer

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

Xavier Bouthors

Head of Securities Lending
NN Investment Partners

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

Jayne Clifton-Forbes

Head of Strategic Partnerships

Matt Collins

Executive Director
Morgan Stanley

Matt Collins is a Managing Director & Head of EMEA Securities Lending at Morgan Stanley, based in London.  Matt joined the firm in 2010 and in his prior role was responsible for the group’s Hedge Fund Distribution team. Matt started his career in corporate finance at Dresdner Kleinwort Wasserstein before moving to Société Générale’s equity finance trading team in 2004. Matt holds a Bachelor’s degree in Economics & Economic History from The University of York.

Dan Copin

Head of Equity Finance

Dan is head of equity finance at CACEIS and has over 10 years’ experience in the equity finance industry. He has a successful track record of managing trading teams and streamlining front- to back-office activities, as well as a thorough understanding of the IT systems involved in the activity. Dan focuses on building strong relationships with clients by designing profitable tailor-made solutions based on cutting-edge technology within a risk-controlled environment. He is a graduate of ESLSCA (University of Applied Business Science) in Paris

Stuart Day

Director, Securities Finance
IHS Markit

Stuart Day is Director for SFTR and Securities Finance at IHS Markit. Prior to joining IHS Markit Stuart has had 20 years experience on the buy side and sell side working within the Repo Trading and Fixed Income sectors.

Dan Dougherty

Global Head, Business Development & Product Management

Dan Dougherty is the COO of EquiLend Clearing Services. He has spent more than a decade at EquiLend in various roles including COO for North America; global head of Relationship Management; and global co-head of Sales & Marketing.

Prior to EquiLend, Dougherty worked for Morgan Stanley and Barclays Capital, as well as independent consulting engagements with other major banks and broker-dealers.

He graduated with a bachelor’s degree in Finance from Siena College and is Series 7, 24 and 63 licensed.

Andrew Dyson

International Securities Lending Association (ISLA)

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

Bill Foley


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

William Gow

Agency Lending and Collateral Management, Sales Specialist
Societe Generale

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

Steven Griffiths

Absolute Derivatives

With over 10 years Fixed Income Front Office experience, Steven setup Absolute Derivatives last year based upon his Trading and Sales career at Citigroup, Commerzbank and MUFG. Specialising in Derivatives (OTC, Listed, Bilateral) notable projects include establishing an EMIR compliant Client Clearing Portal and Electronic Trading offering.  Now at Absolute Derivatives, he works with global Banks, Buy Side, Exchanges, SEFs/MTFs and Fintech companies on Pre-Trade, Post-Trade and Execution Solutions.

Andy Hill

Senior Director, Market Practice and Regulatory Policy

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

Michael Huertas

Baker McKenzie

Michael Huertas is a Counsel in the Banking & Finance practice of Baker McKenzie's Frankfurt office, focusing on helping clients navigate and realise the opportunities in the EU regulatory and supervisory framework. He specifically advises on the Eurozone's Banking Union, the European Central Bank's monetary policy activity and the EU's Capital Markets Union project, along with the regulatory and supervisory workstreams of the European Supervisory Authorities. His structured finance practice focuses on derivatives, securities financing transactions and securitisations. Michael is a qualified Solicitor in England & Wales as well as the Republic of Ireland and a Registered ... (view full description)

Jessica Hynes

Sr Associate, Head of Custody Consulting
Mercer Sentinel EMEA

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

Leandros Kalisperas

Independent Advisor
Independent Advisor

Leandros Kalisperas has worked in banking, asset management and pension fund environments over the last 15 years. He was most recently Head of Credit at USS, the largest UK occupational pension scheme. Leandros decided last year to take some time to reconnect with academic research and policy work, and has just written The Final Push: Rewriting the Left's Political Economy. Leandros holds an MBA from INSEAD and an MA in PPE from Oxford.

Pooma Kimis

Managing Director

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

Jonathan Lacey

Senior Vice President, Head of International SL Equity Trading, EMEA
Northern Trust

Jonathan Lacey is a Senior Vice President and Head of the International Equity Securities Lending Trade Desk at Northern Trust. Jon is based in London.

Jon currently manages the Northern Trust International Equity Trading desk in London. Jon has 15 years of experience in the securities industry at Northern Trust. Jon joined the Securities Lending business in 1999 in an operational risk role and ran the Securities Lending Control group between 2002 to 2005. Jon joined the equity trading desk in 2005 and was promoted to International Equity Desk Head in 2009.
Jon earned a BSc Hons in Economics from Loughborough University.

Maurice Leo

Director, Agency Securities Lending
Deutsche Bank AG


David Lewis

Senior Vice President
FIS, Astec Analytics

With over 22 years years of experience in the Securities Finance industry, split between agent lenders and technology providers, David brings an unparalled level of insight into how both providers and benefical owners can work together. At Data Explorers, David helped develop new benchmarkign services which have now become part of everyday program management. As Executive Director at JP Morgan, in charge of client relationships across EMEA, David worked with clients large and small through some of the most turbulent times in our industry. At FIS, as SVP Astec Analytics and Senior Director for product across Securities Finance, he is now central to the delivery of regulatary complaince across ... (view full description)

Ricky Maloney

Solvere FMC

Ricky is a highly experienced buy side specialist with extensive derivative exposure from a sales, trading and operations perspective. His expansive business network of Banks, Brokers, exchanges and the Buy Side allows him to be innovative by creating strategic partnerships with some of the biggest firms in respect of new products and technologies. Much of his recent career has been focused on providing solutions for the buy side in respect of regulatory reform, first EMIR and Dodd Frank and then more recently MIFIR / MIFID II.   His in depth knowledge of the derivative markets has afforded many speaking and publishing opportunities which he hopes may contribute to a robust ... (view full description)

Alex McDonald

Wholesale Market Brokers Association

Alex McDonald has been CEO of Wholesale Market Brokers Association (“WMBA”) since 2009. WMBA member firms are global Wholesale Market Brokers providing, inter-alia, OTC intermediation services in the cash and derivative Rate, Credit, Foreign Exchange, Equity and Commodity marketplaces. Our members collectively have a physical presence in all major financial capitals globally as well as many secondary financial centres and provide intermediation services to, among others, customers in all 27 EU member states. Furthermore, WMBA members firms arrange the vast majority of OTC derivative transactions executed daily around the world.   WMBA member firms are limited activity firms that ... (view full description)

Catherine McGuinness

Chairman of the Policy and Resources Committee
The City of London Corporation

The City of London Corporation is in many ways a unique body, combining traditional local authority responsibilities for the “Square Mile”, London’s traditional financial district, with wider responsibilities through a range of services to London and the country as a whole, including open spaces, educational and cultural facilities and the promotion of London as the world’s leading international and financial centre.  The Corporation does not operate on a party political basis, the members each being elected individually.  The Chairman of the Policy and Resources Committee holds the senior political role.   Catherine McGuinness was elected as Chairman of the Policy and Resources ... (view full description)

Ben Meaden

Securities Finance Trader
Aviva Investors

Ben has worked in Securities Finance and Repo with Aviva for the past 14 years, with 2 previous years in Collateral Management within the Securities Finance market.
As a Senior Securities Finance Trader he is involved in Financing Trades, Securities Lending, Collateral Management and Repo.
Ben studied at and graduated from the University of Bournemouth.

Daniel Morris

Senior Investment Strategist
BNP Paribas Asset Management

Daniel Morris is Senior Investment Strategist for BNP Paribas Asset Management. Prior to joining BNPP AM he was managing director and Global Investment Strategist for TIAA-CREF Asset Management in New York, and prior to that Global Market Strategist for J.P. Morgan Asset Management in London. He has also held strategist positions for Lombard Street Research, Banc of America Securities, Dresdner Kleinwort Benson and BT Alex Brown. Morris holds an MBA from the Wharton School of the University of Pennsylvania and a Masters in International Relations from Johns Hopkins School of Advanced International Studies (SAIS). His undergraduate degree is in mathematics from Pomona College, and he is ... (view full description)

Freddie Napier

Repo Trader
Morgan Stanley

Freddie Napier trades Gilt repo and short term Sterling rates at a leading US investment bank.  Prior to this, he traded the European repo market at both his current employer and a leading Swiss investment bank.  Now in London, he was previously based in Zurich for six years, working on relative value and asset & liability management trading desks.

Sarah Nicholson

Senior Consultant

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

Susan O'Flynn

Managing Director
Morgan Stanley

Susan is the Global Head of the CCP Strategy, Governance and Optimization Group within Bank Resource Management (BRM) at Morgan Stanley. She held previous roles within BRM including Global Head of Firm Secured Funding, responsible for sourcing, executing and managing secured financing for firm assets. She joined Morgan Stanley in December 2008. Prior to joining Morgan Stanley, Susan worked at Goldman Sachs focusing on structured firm and client financing from 2005 to 2008. Before transitioning into banking, Susan trained and practiced as a debt capital markets lawyer in London at White & Case LLC, focusing on emerging markets. Susan holds a Bachelors degree in Law ... (view full description)

Ed Oliver

Managing Director

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

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.

David Raccat

Founder & CEO

David Raccat is the CEO of wematch.securitiesfinancing. He founded the company in May 2017. Before that, he spent 20 years at BNP Paribas Securities Services in the securities lending, repo, TRS businesses. His last role there was Global Head of Market Services from 2011 to 2017. David has been an International Securities Lending Association (ISLA) board member between 2014 and 2016. He graduated from HEC Paris in 1996.

Douwe Schering

Senior Collateral and Securities Lending Manager
MN Investment Management

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

John Schreyer

Managing Director
Deutsche Bank AG

Based in London, Jay is Head of Agency Securities Lending for the EMEA and APAC regions.
Prior to Deutsche Bank, Jay was the Head of Trading, EMEA and APAC for the Dresdner Bank Agency Lending business.   In seven years at Dresdner the business became one of the largest 3rd party lending businesses in Europe with a significant number of central bank and sovereign wealth fund clients.
Jay began his career at JP Morgan, New York, as a trader on the US Securities Lending desk.

Ben Seager-Scott

Chief Investment Strategist
Tilney Group Ltd

Ben is responsible for developing and deploying the house investment strategy throughout Tilney Group and driving Thought Leadership both internally and across the wider industry. He is a member of the Asset Allocation Committee, Fund Selection Committee and Stock Selection Committee as well as the committees responsible for investment management of the centrally managed programmes. Ben also has responsibility for passive ‘beta strategies’ within the Group. He joined Bestinvest in 2011 as a senior fund analyst having previously worked at Bristol-based Whitechurch Securities. Ben is a CFA charterholder and has a PhD in Biochemistry.

Arne Theia

Head of Repo and Collateral Trading

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

Timothy Tomalin-Reeves

Treasurer of EMEA
Citadel LLC

Tim has been Head of EMEA Treasury  at Citadel since in 2016 supporting both the Asset Manager and Citadel Securities business’
Prior to Citadel Tim worked at Goldman Sachs for 12 years, as Managing Director responsible for the funding, capital and balance sheet usages for the Global Prime Brokerage business, but based in London. Prior to GS, Tim had worked in Equity Funding at both Lehman and Deutsche Bank in NY and London

Roelof Van Der Struik

Investment Manager, Treasury
PGGM Investments

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

Marije Verhelst

Director, Product Management, Securities Lending and Collateral Management

Marije Verhelst, Director, works in Euroclear’s Product Management Division. She is responsible for Euroclear’s securities lending and borrowing services and also oversees different collateral management projects and files.
Ms. Verhelst began her career at Euroclear in 1992 within the Operations division. In 1994, she transferred to the Product Management division where she spent most of her career. For the past 10 years she has been working on securities lending and collateral management topics.

Roberto Verrillo

Head of Strategy and Markets

Rob brings a wealth of knowledge to Elixium. With 25 years of successful trading experience including Repo, Cash Bonds, inflation and conventional asset swaps, various OTC products, cross-currency product and arbitrage. Most recently he was with Nomura as  Managing Director/Desk Head where he was responsible for Sterling products including Swaps and Gilt Edged Market Making. Rob was Nomura’s main driver of the RONIA project in association with WMBA and LMMA. He helped to implement the many initiatives and changes required to comply with the new regulatory environment.
Rob has also spent many years at UBS, Lehman Brothers and  RBS as a Senior Trader and Executive Director.

Roy Zimmerhansl

Board Member
Pan Asia Securities Lending Association (PASLA)

Roy Zimmerhansl, Board Member, Pan Asia Securities Lending Association (PASLA) Roy Zimmerhansl is Global Head of Securities Lending at HSBC Securities Services (HSS) and is responsible for leading the agency lending activity for clients of the bank’s custody business. Roy relocated to Hong Kong in February 2015 to lead the further development of the HSS Asian client base and to work with local markets and regulators as Asian markets continue to embrace and expand securities lending activity. Prior to this, Roy was an independent consultant, owner of FinTuition, the leading financial services training company, and product specialist at Trading Apps. With over 30 years ... (view full description)

Foppe Zwikstra

Treasury & Securities Finance
Achmea Investment Management

2004 - 2005 KAS BANK Amsterdam Securities Lending
2006 - 2008 KAS BANK Head of Securities Lending
2008 - 2011 Sociale Verzekeringsbank Head of Asset Management
2011 - present Achmea Investment Management Securities Lending Programme Manager

Paul van de Moosdijk

Senior Investment Manager
PGGM Investments

Paul van de Moosdijk is Senior Treasury Manager at PGGM. In his role he is responsible for liquidity management, collateral management, secured financing and currency hedging for the pension fund clients of PGGM. PGGM manages over € 180 billion in assets for six Dutch pension funds. Paul studied International Management at the University of Maastricht in the Netherlands and is FRM certified. Paul started his career in 2006 with ING Bank as a Risk Manager. In 2011 he moved to PGGM to become part of the Treasury.  
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Phone: +1 (212) 901-0506
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Event Contacts for The 22nd Annual European Beneficial Owners' Securities Finance & Collateral Management Conference


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*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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