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Umran Akhtar

Managing Director
Phipps Bridge Consulting

Umran has 20+ years experience in the Financial Services industry, having spent most of this time working for global investment banks, including Morgan Stanley, Goldman Sachs, Citi, and Bear Stearns/JP Morgan.  The vast majority of this time has been spent managing Prime business lines, and senior level coverage of large, and complex, asset management clients. This has given him a broad range of experience, and a proven track record of delivering client needs. Most recently demonstrated by his leadership as the EMEA/Asia Head of Prime Services for Bear Stearns/JP Morgan through significant market upheaval events over the past 10+ years. Including the Bear Stearns' collapse, the Lehman Brothe ... (view full description)

Nancy Allen

Global Product Owner
DataLend

Nancy Allen is the product owner of DataLend, the securities finance market data division of EquiLend. As product owner, she is responsible for determining and delivering the product roadmap, including enhancements and new features, and managing its team of business analysts and technical staff. Allen has more than 17 years of experience in the securities finance market across client types, geographies and roles. Previously she worked at Northern Trust, where she was senior vice president and head of international fixed income securities lending trading, and held various positions in securities finance at State Street and Deutsche Bank. She has a Bachelor of Science degree in Business/Manage ... (view full description)

Sejal Amin

Head of Membership Services, Events & Communications
International Securities Lending Association (ISLA)

Sejal joined ISLA in 2016 & is the Head of Membership Services. Her primary responsibility in respect of ISLA’s 100+ members across Europe, Middle East & Africa, is to ensure regular engagement & effective communication of our regulatory & advocacy efforts. Her responsibilities also include agenda planning and delivery of our Flagship conferences & regional round tables, as well as the publication of the ISLA Securities Lending Market Report, which is distributed to over 100 regulators and policymakers globally.She has 15 years of sales and account management experience in the financial technology industry, gained primarily during her time at Data Explorers (now IHS Marki ... (view full description)

Andrea Angelone

Co-Founder, CEO & CIO
Amagis Capital

Andrea has over 25 years of experience in global financial markets. He started his career at JPMorgan in 1994 and his early responsibilities included posting in the Milan, London, Frankfurt, New York offices across a range of activity: Credit, Treasury, Fixed Income Trading, Equity Derivatives trading and Equity Finance. He joined the Equity Finance business in 1998 and he was a major contributor in the building of the global delta1 and financing franchise. He became Global Head of Equity Finance in 2003. Following the acquisition of Bear Stearns, Andrea has been co-leading JPMorgan Financing and Securities Prime Brokerage business, a team of several hundred people across the 3 r ... (view full description)

John Arnesen

Co-practice Lead
Pierpoint Financial Consulting

John Arnesen has been directly involved in securities finance for 28 years. He has managed the growth of the European businesses at one of the world’s leading U.S global custodian’s, an ICSD based in Luxembourg and as Global head of Agency Securities Lending for a leading French Bank with trading desks in Australia, New York and London.   John’s wealth of experience has helped the businesses he managed navigate the changing landscape in which securities finance operates for both clients and the agent lenders he has represented. He has authored thought leadership articles that have appeared in the industry press and has regularly been asked to moderate or participate on panel disc ... (view full description)

Charlie Badran

Head of Repo
AXA Investment Managers

Charlie Badran, Head of Repo within the Trading and Securities Financing department (TSF) at AXA Investment Managers (AXA IM), has been at AXA IM for more than 11 years. Charlie is in charge of the Repo activity globally. Prior to joining AXA IM, Charlie worked in London at Bloomberg as a trading system sales covering both France and the Middle East. Before that, he worked in a French investment bank as a Repo and Bond trader in Paris and Luxembourg. Furthermore, Charlie Badran is in the governing board of the International Capital Market Association (ICMA) European Repo and Collateral Council (ERCC). Charlie Badran holds a MSc in Mathematics from Universi ... (view full description)

Julien Berge

Head of Repo
CACEIS

Matthew Chessum

Investment Director, Liquidity Management
Aberdeen Standard Investments

Matt Chessum an Investment Director within the liquidity management team at Aberdeen Standard Investments (ASI).  He is responsible for the securities lending and collateral management functions within ASI and is also involved in the day to day fund management activities of the money market funds.  Matt joined Aberdeen Standard Investments in 2011 from BNP Paribas Securities Services where he worked as a securities lending trader on the Agency Lending desk. Previously, Matt worked for Barclays Global Investors and at BNP Paribas Securities Services Paris, in securities lending client services. Matt graduated in 2003 with a BA (Hons) in European Business from both the University of Portsmouth ... (view full description)

Greg Chew

Founder & CEO
QPQ

Founder & CEO at QPQ, developing the next generation digital financial network that reduces cost and removes inefficiencies by automating and digitalising transactional processes using proprietary ‘smart’ legal contracts and treasury accounts. An alternative finance & ‘fintech’ veteran with extensive commercial experience in capital markets and commodities – mining, energy, agribusiness. Professional training in asset management, investment banking and law as a non-practicing barrister.
 

James Clunie

Head of Strategy - Absolute Return
Jupiter Asset Management

James joined Jupiter in 2013 and took over over the management of the Jupiter Absolute Return Fund (Unit Trust) from September 2013. Prior to joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.  He was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director & Head of Asset Allocation at Murray Johnstone International.  James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.
 

Adrian Dale

Director - Reg. & Mkt Practice
International Securities Lending Association (ISLA)

Adrian Dale joined ISLA in January 2019 and is Director, Regulation & Market Practice. In this role, his focus is on all regulatory matters that impact Securities Lending and the technical processes that support and underpin that market.
He has over 30 years of experience in financial services including roles in product development, business analysis, trading, operations and IT development. Prior to joining ISLA, Adrian headed up product development and relationship management of the SFTR product at IHS Markit.

Sunil Daswani

Senior Consultant, Securities Lending
MarketAxess and Trax

Sunil is currently Senior Consultant for securities lending solutions at MarketAxess, with a particular focus on the firm’s new SFTR solution. He joined MarketAxess from Northern Trust, where he was most recently Head of the International Securities Lending business. In the years prior to this, he held a number of senior roles at Northern Trust, including head of Sales & Relationship Management for Capital Markets in EMEA and APAC. He has served on numerous securities finance industry associations across those regions, most notably holding the position of Chairman of PASLA (Pan Asian Securities Lending Association). He is regularly quoted as an expert on securities lending and regulatory ... (view full description)

Samir Dhrolia

VP, Global Derivatives, Trading and Index Portfolio Management (DTI)
British Columbia Investment Mgmt Corp

A Toronto native, returning back to Canada after spending 15+ years internationally in New York, London, and Asia.  Samir previously held senior positions at HSBC as Head of Index Derivatives; Goldman Sachs as Head of Canada, Emerging Market and Latin America Derivatives (CEMLA); and, Merrill Lynch in Equity Derivatives trading. Outside of work, Samir enjoys spending time with his 3 young children. Samir joined BCi in 2016 as Senior Portfolio Manager, Derivatives.  In 2017, Samir’s roll expanded to Vice President of Indexing and Trading in Public Markets.   Samir is responsible global derivatives, trading, securities lending & financing and overseas 40B in passive investments at BC ... (view full description)

Ernst Dolce

Head of Liquidity Solutions
AXA Investment Managers Ltd.

·         Ernst is responsible for ensuring the team maximize revenue generation and optimize funding for funds and clients by utilising Securities Financing techniques (Stock Lending, Repo and Reverse Repo) – Book of more than €200Bn lendable assets. His role is also to support the investment management activity by increasing market information transparency and facilitating specific fund / clients management strategies.     ·         Ernst joined AXA IM in 2006 as Senior Quantitative Analyst.  He gradually took different responsibilities as Senior Risk Manager, Senior Structurer between 2006 and 2013. He  became Head of Structuring and Solutions Development in 2013, focusing on ... (view full description)

Andrew Dyson

CEO
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

Director
SecFinHub

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)

Daniel Franks

Partner
Norton Rose Fulbright

Kabin George

Director Product Management
IHS Markit

Kabin George is a Director at IHS Markit for the Securities Finance Product team.  Kabin is responsible for the sellside product roadmap in developing new products and technology to the Securities Finance business in IHS Markit.
 
Kabin has over 12 years’ experience in the securities lending industry in a number of roles that have covered across product development, relationship management & business development.
 
Kabin holds a MBA degree from Oxford Brookes University.
 

Brooke Gillman

Managing Director, Client Relationship Management
eSecLending

Brooke Gillman manages the Client Relationship Management globally and is responsible for leading the firm’s service model for all client programs and is also responsible for overseeing the firm’s marketing and communications activities.  Brooke has been in the securities lending industry and with eSecLending since its inception in 2000, when she was one of the firm’s founding members that started the business. Brooke has held various senior positions at eSecLending including Business Development, Relationship Management and Head of Marketing and Communications.  Brooke received her Bachelor of Arts in Business Administration from the University of Washington. 

Mark Jones

Head of Securities Lending, EMEA
Northern Trust

Mark Jones is a Senior Vice President and Head of Securities Lending for Europe, the Middle East and Africa (EMEA) at Northern Trust in London.  He is responsible for the Securities Lending business in EMEA encompassing oversight of  Relationship Management, Sales, Product Management, and Trading.   Mark has twenty years of experience in financial services and previously acted as Head of International Product Management for the Securities Lending business. He has been with Northern Trust for eight years and prior to this held operational management, project management and product development roles at HSBC and J.P. Morgan. He has been involved in securities lendin ... (view full description)

Alex Lawton

Senior Managing Director, Head of Securities Finance, EMEA
State Street

Alex Lawton is a Senior Managing Director in State Street’s Securities Finance division. As Head of Securities Finance, EMEA, Alex is responsible for business oversight, and strategy development / execution in the region.   Prior to joining State Street he was a Managing Director and Head of Equity Finance, EMEA at Barclays. In this role, he was responsible for managing the firm’s Equity Finance, Delta 1 and Equity Prime Services businesses in the region.  This encompassed Cash and Synthetic Prime Brokerage, Stock Loan, Delta 1 and Secured Funding.   Alex has over 20 years’ experience in the Securities Finance industry and has worked at a number of firms including PwC ... (view full description)

Simon Lee

Managing Director
eSecLending

Simon is managing director and head of business development for the EMEA and APAC regions, and is responsible for developing and implementing eSecLending’s business development strategy across Europe, the Middle East, Africa and Asia. Simon joined eSecLending (Europe) Ltd. in 2008 and has been employed in the financial services industry since 1992. Before working at eSecLending, Simon spent 16 years at JPMorgan Chase, including three years in the company’s Sydney office from 2002-2005.
 

Robert Lees

Head of Securities Lending EMEA & Global Head of Securities Lending Trading
Brown Brothers Harriman

Robert Lees is Co-Head of Securities Lending, EMEA and Global Co-Head of Securities Lending Trading at Brown Brothers Harriman (BBH). Mr. Lees has been with the firm for ten years and is based in London. He previously spent three years in Hong Kong, during which he oversaw the launch of the securities lending desk. Prior to his reassignment to Asia, Mr. Lees held senior positions on the trading desks located in Boston and London. Prior to joining BBH, Mr. Lees was employed by Goldman Sachs International within the Wealth Management Division providing support services to institutional clients. Mr. Lees has nearly 15 years of experience in the financial services industry and is bot ... (view full description)

Maurice Leo

Director, Agency Securities Lending
Deutsche Bank AG

Based in London, Maurice is a member of the Agency Securities Lending business origination team for the EMEA region.    He has twenty years’ experience in relationship management, origination and product development remits at custodian and non-custodian lending providers.  He has extensive experience in structuring securities lending and financing solutions for Asset Managers, Central Banks, Pension Funds, Insurance companies and Sovereign Wealth Funds.   Maurice is a regular speaker at institutional investor forums and an active commentator in industry publications. He is an honours graduate of University College Dublin with both Bachelor of Commerce and Master ... (view full description)

Yannick Lucas

Securities Lending Consultant
Benal Consulting LTD

Iain Mackay

Global Product Owner, Post-Trade Services
EquiLend

Iain Mackay is Global Product Owner for Post-Trade Services at EquiLend. He joined the company in 2014 from the Royal Bank of Scotland, where most recently he was Global Head of Network Management. Before that, he was the European Head of Securities Operations at the firm, overseeing operations for cash equities, equity finance, fixed income and equity derivatives products. Prior to RBS, Mackay was the European Department Manager for Prime Services at Deutsche Bank, Section Head for Finance Operations at Citigroup International and Securities Lending Collateral Manager at Nomura. He has more than 20 years of experience in the securities finance industry.
 

Mathew McDermott

Managing Director – Global Head of Cross Asset Financing
Goldman Sachs

Simon Nottage

Managing Director
State Street Global Markets

Simon Nottage is a Managing Director in State Street’s Securities Finance team.  As Head of SF Product Management in EMEA, Simon is a member of the Securities Finance EMEA management team and is responsible for bringing new products, regulation and technology to the Securities Finance business and its clients.
 
Simon has over 15 years’ experience in the securities lending industry in a number of roles that have covered across product development, relationship management & business development.
 
Prior to joining State Street, he was heading up synthetic product management for securities finance in EMEA for Barclays Bank plc. 

Robert Nunn

Product Management Director - Securities Finance
IHS Markit

  Rob joined IHS Markit in March 2019 as a Product Manager responsible for services and solutions for Beneficial Owners within EMEA.   He has 33 years’ experience in the financial securities industry, with the last 18 years focused in the Securities Lending business.  Before joining IHS Markit, he spent 10 years at JPMorgan within Agency Lending as a Product Manager, Relationship Manager, before becoming Head of Agency Lending Sales for EMEA.  He has held positions at Merrill Lynch, HSBC, Ga ... (view full description)

Stephen O'Donnell

Vice President, Bank Resource Management COO
Morgan Stanley

Ed Oliver

Managing Director
eSecLending

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).
 

Ben Scarrott

Executive Director
Morgan Stanley

Ben Scarrott, Executive Director from Morgan Stanley has worked in the financial services industry for over 12 years. Joining Morgan Stanley in 2007 Ben has held a number of roles within Morgan Stanley covering multiple divisions across both London and New York locations.
 
In his current role Ben is responsible for International Collateral Optimisation for all cleared and OTC derivative activity, Securities Lending and Secured Funding Transactions on the Collateral Optimization Desk, in Bank Resource Management at Morgan Stanley.

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)

Raj Karan Singh

Director, Deputy Head
BCS Global Markets

Craig Starble

CEO
eSecLending

Craig Starble is the Chief Executive Officer at eSecLending where he leads the development and implementation of eSecLending’s overall strategy. Craig joined eSecLending in 2013 and began his career in financial services in 1984. Prior to eSecLending, Craig was the Founder and CEO of Premier Global Securities Lending, LLC (PGSL), Executive Vice President and Head of State Street Bank’s global securities lending division from 2004 to 2009, was a Co-Founder and CFO for Shoebuy.com, and was Managing Director for the Treasury Funding Group at BankBoston Corporation. Craig received a Bachelor of Arts in Economics and Government from Connecticut College.
 

Mark Steadman

Executive Director & European Head, Product Development & Change Management
DTCC

Mark Steadman serves as DTCC’s Executive Director, European Head of Product Development and Change Management for the Global Trade Repository (GTR) at DTCC. Specializing in trade reporting and risk management, Mark has lead numerous projects through transformation and change management since 2014.    Mark’s career started in the Royal Navy as an aircraft engineer, and then he held various positions at UBS, National Australia Bank, and more recently Sapient. At Sapient, Mark co-led its regulatory reporting practice and engagements on CFTC and EMIR reporting.    Mark holds a Bachelors in Electronic and Computer Engineering from Leeds University, UK, and an MBA from the ... (view full description)

Catherine Talks

Product Manager
UnaVista, LSEG

Catherine is a Product Manager at UnaVista, the London Stock Exchange’s award winning Regulatory reporting solution.
Catherine’s current responsibilities are focused on the product development of the SFTR Repository, engaging with clients and regulators and go to market planning. Catherine has previously worked on various UnaVista regulatory platforms including the MiFIR transaction reporting platform. Prior to her role at UnaVista in 2014, Catherine held roles in both buy- and sell-side firms focused on Derivative products.
 

Sharon Terry

Securities Finance Trader
Aviva Investors

Sharon has 20 years of experience in the Securities Finance Industry. Sharon started as a Graduate Trainee at Norwich Union Investment Management in 1999, moving to London in 2001 to join CGNU Investment Management now Aviva Investors, the asset manager of one of the largest European Insurance Companies. The Aviva Investors securities finance desk has the mandate to undertake securities lending, repo and related transactions in both fixed income and equity markets of behalf of all entities in the Aviva Group and external institutional clients.  Sharon earned a BA (HONS) in Financial Services from Glasgow Caledonian University.
 

Arne Theia

Head of Repo and Collateral Trading
UniCredit

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.

Paul Wilson

Managing Director
IHS Markit

Paul Wilson is the global head of the Securities Finance business at IHS Markit, a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The Securities Finance business provides benchmarking analytics, risk management, consultancy, investment insight and regulatory reporting solutions to all segments of the securities lending and finance industry worldwide.  Leveraging the largest and deepest inventory and loan data set in the industry including twelve years of historical data, IHS Securities Finance provides solutions that helps improve transparency and drives performance.   Paul joined IHS Markit in Ju ... (view full description)

Roy Zimmerhansl

Practice Lead
Pierpoint Financial Consulting

Roy Zimmerhansl is Practice Lead at Pierpoint Financial Consulting, a boutique securities finance consultancy.  Roy is a recognised expert with many decades’ experience in securities finance and collateral management with a strong custody and clearing background.   ​ One of Pierpoint’s key goals is to provide insights that result in improved transparency for investors, trustees and other key stakeholders.  Roy has taught public and in-house training sessions in 15 cities around the world and brought his robust approach to the conferences he has chaired, moderated or been a panellist at, for over two decades.  ​ He has been vice-chair of the International Securities Le ... (view full description)
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Event Contacts for 24th Annual European Beneficial Owners' Securities Finance & Collateral Management Conference

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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