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Nancy Allen

Global Product Owner

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

Murad Baig

FSI Lead, FinTech & Disruptive Technology
Deloitte MCS Limited

Murad leads Fintech and Disruptive tech across Banking and Insurance. His main challenge is to create a 2020 vision within a changing ecosystem based around Fintech and Blockchain. Murad helps his clients (i.e. Banks, Brokers, Regulators, Asset Managers, Exchanges) in understanding how disruptive technology trends should be incorporated as a part of their strategy so they remain agile and nimble to innovate in an evolving landscape. He helps clients formulate their operating model strategy in a changing and emerging landscape by leveraging Fintech technologies across the Capital Markets ecosystem. Murad has extensive experience of working within the FinTech industry and supporting C-Level ex ... (view full description)

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)

Olav Blasberg

Head of CIB Business Communications

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 Director of the ISLA Board and a member of the Advisory Board of Eurex Germany and LCHClearnet. Prior to joining UniCredit in 1998, Arne ran the Short Term Trading Desk of UBS in Frankfurt and worked for HSBC Trinkaus in Duesseldorf in the futures and options group.

Roger Bootle

Managing Director
Capital Economics Ltd

One of the City of London's best-known economists, Roger Bootle runs the consultancy, Capital Economics, which specialises in macroeconomics and the economics of the property market. He is also Economic Adviser to Deloitte, a Specialist Adviser to the House of Commons Treasury Committee and an Honorary Fellow of the Institute of Actuaries. He was formerly Group Chief Economist of HSBC and, under the previous Conservative government, he was appointed one of the Chancellor's panel of Independent Economic Advisers, the so-called "Wise Men". Roger Bootle studied at Oxford University and then became a Lecturer in Economics at St Anne's College, Oxford. Most of his subsequent career has been s ... (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.

Nick Bradley

Chief Risk Officer
Thomas Murray Data Services

Prior to joining Thomas Murray Data Services, Nick was a Managing Director with Standard & Poor’s from 1993 to 2006 where he was European Practice Leader for the Fund Ratings & Research Group and Standard & Poor’s Governance Services. He is responsible for global institutional client relationship management and services delivered to that client base.
Prior to Standard & Poor’s, Nick held a number of progressively senior corporate and investment banking positions with leading international banks including Lloyds Bank, BancBoston, Bank of America and Credit Agricole.

Angus Canvin

Senior Adviser, Regulatory Affairs
The Investment Association

Senior policy adviser at the UK's investment/asset management industry trade association, the Investment Association, which represents the second-largest asset management industry in the world.
Current position follows a long career as a financial services policy professional in public service (European Parliament, UK FSA and Bank of England) and the private sector, including as a member of the Goldman Sachs’ EMEA government relations team prior to his current position.

Joe Cassidy

Partner, FD Advisory

Joe is the leader for Market Infrastructure in KPMG's Global Banking and Capital Markets leadership team with key account relationships on a number of G-SIFI relationships around the world. Joe has more than 25 years of experience in Financial Services and in numerous senior leadership roles with such iconic brands as Barclays, Deustche Bank and Lloyds among others. Joe is a lead in KPMG’s Blockchain practice focused on delivering banking and payments advisory services across strategy and execution to clients globally.

Mick Chadwick

Head of Securities Finance
Aviva Investors

Mick is the Head of Trading for the Securities Finance business of Aviva Investors, the fund management arm of the Aviva Insurance Group with over USD 390 billion of assets under management. The Aviva Investors securities finance desk has the mandate to undertake securities lending, repo and related transactions in both fixed income and equity markets on behalf of all entities within the Aviva Group. Prior to joining Aviva Investors, Mick spent most of his career as a borrower in the fixed income markets, working for various banks and investment banks. He designed, built and ran repo desks for Lehman Brothers (1986-1991), UBS (1991-2000) and HBOS Treasury Services (2000-2005). In addition to ... (view full description)

Jayne Clifton-Forbes

Head of Strategic Partnerships

Claire Davis

Relationship Manager
The International Securities Lending Association (ISLA)

As a Relationship Manager at ISLA, Claire has day to day responsibility for engagement with ISLA’s 120 member firms, focusing primarily on issues affecting beneficial owners and agent lenders.   Claire joined the ISLA team in early 2014, bringing with her language skills and experience of the agent lending side of the market gained from working for over 8 years within the securities lending Relationship Management team at State Street Bank Europe. Alongside account management, Claire was heavily involved in the implementation of a number of challenging projects and programme enhancements either through market product development or industry regulation changes. Prior to State Stre ... (view full description)

Gerard Denham

Global Funding & Finance
Deutsche Boerse

Gerard Denham, Senior Vice President is responsible for Sales & Relationship Management for Eurex Clearing’s Lending CCP – its Central Counterparty (CCP) service for the Securities Lending market. The Lending CCP covers both bilateral OTC transactions and electronic trading markets for equity, ETF and fixed income securities for the European marketplace. The service developed in conjunction with market participants achieves an increase in capital efficiency, reduces counterparty risk whilst retaining the characteristics of the bilateral market and reducing the operational burden for all market participants. Denham has over 20 years’ experience of the Securities Finance and Collateral Man ... (view full description)

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)

Peter Economou

Head of Markets, Risk, and Operations

Peter Economou joined eSecLending in 2012. He is responsible for the oversight and strategic development of enterprise risk management, corporate strategy, and trading on a global basis. Peter has over 25 years of experience in capital markets, balance sheet management and portfolio management. As a former Executive Vice President and Global Head of Securities Finance and Portfolio Solutions at State Street, he brings extensive market knowledge and leadership experience. Peter also held other senior positions within State Street’s Securities Finance division including Global Head of Trading and Risk Management and Global Head of Asset Liability Management. In addition to State Stree ... (view full description)

M. Nicolas Firzli

Managing Director
World Pensions Council

M. Nicolas J. Firzli is the Director-General of the World Pensions Council (WPC), the international association of pension, social security, public insurance funds and pension trustees organizations. He is a graduate of Canada’s McGill University (Statistics & Financial Economics), an alumnus of the HEC School of Management (MBA) and the University of Paris Law School (LL.M. Corporate Law, summa cum laude) and conducted research at the University of Louvain (UCL) Doctoral School of Economics and Management. Mr. Firzli is Co-Chair of the World Pensions Forum (WPF), General Coordinator of the Hong Kong Asset Owners Summit (HK-AOS) organized in collaboration with the Government ... (view full description)

Bill Foley

Foley-O'Neill Limited

Bill Foley is the Co-Founder of Foley O’Neill Ltd, a securities finance specialist consultancy, founded in 2014. Prior to Foley O’Neill, Bill spent over 25 years working in the Securities Finance industry 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 where he grew the stock loan business into the market leading Securities Finance product. After ABN, Bill moved into the agency lender space, first, as Global Head of Securities Finance at Deutsche Bank’s Domestic Custody business and later at JP Morgan where he he ... (view full description)

Richard Glen

Head of Global Securities Financing Sales
Deutsche Boerse Group

Simon Heath

EMEA Head of Agency Lending Trading, MD
State Street

Simon is State Street’s, EMEA Head of Agency Trading based in London.  Simon recently joined State Street from Citi.
Simon began his career at Morgan Stanley as a project manager and worked at Deutsche Bank in a similar capacity before joining Citi.  Simon holds a BA in Economics from the University of Manchester and an MBA from the University Durham of Business School

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)

Guillaume Kendall

Head of Business Development

Pierre Khemdoudi

Managing Director and Global Co-Head of Securities Finance
IHS Markit

Pierre is a managing director and global co-head of Securities Finance and Delta One products at IHS Markit.

He joined in February 2013. Prior to Markit, Pierre spent 10 years at BNP Paribas Arbitrage in a number of senior positions in Paris, New York, Tokyo and London. These included head of London securities finance trading and head of Tokyo securities lending. Pierre began his career working in aerospace engineering.


Stephen Kiely

EMEA Head of Securities Finance Sales and RM
BNY Mellon

Steve is a securities finance professional with over 20 years’ experience in the securities industry, mostly in securities lending and repo. Steve is the head of the BNY Mellon Securities Finance Sales and Relationship Management Teams in EMEA, where he is responsible for sales, market visibility and client management across the whole securities finance suite of products. Before he began working at BNY Mellon, Steve was responsible for securities finance sales and relationship management at Citigroup in London for seven years focusing on Luxembourg, Nordics and the Middle East.  Prior to this, Steve was Head of Capital Markets Operations at HVB London, specialising in derivative structures. ... (view full description)

Anna Lawry

Ropes & Gray

Anna Lawry joined Ropes & Gray in 2014 as counsel in the hedge funds group. The focus of Anna’s practice is derivatives. She has over 10 years of experience in this area, advising on derivatives in many different asset classes, whether OTC or on-exchange, and any associated ISDA, collateral, brokerage, clearing and custody arrangements.Anna’s transactional work includes advising on derivatives in the context of a broad range of financing and corporate transactions, often crossborder in nature. An important part of Anna’s practice is advising on regulatory developments affecting derivatives. She also advises ... (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

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.

Jerry Lees

Linear Investments Limited

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)

Manuel Leveque

Equity Finance Trader

No biography specified

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)

Jonathan Lombardo

Global Funding & Financing Sales
Deutsche Boerse Group

Michael Manna

Head of Fixed Income Financing Trading
Barclays Capital

Michael Manna is Head of Fixed Income Financing Trading, EMEA, at Barclays, based in London. In this role, he is responsible for Government, Credit and Emerging Markets Repo Trading. Prior to this, Michael was the Head of Fixed Income Financing and Money Market Distribution, EMEA from 2009 – 2014. Michael joined Barclays in 2009 from BNP Paribas where he was a member of the Short-Term Interest Rate Sales team, covering repos, cash sales and short-term interest rate swaps. Previously, he spent six years at Empower Interactive, a telecoms software company responsible for sales and product marketing.  Michael started his career at Bear Stearns in New Yo ... (view full description)

Justin Miller

Head of Client Relations EMEA, Securities Lending, Capital Market
Northern Trust

Justin Miller is a Senior Relationship and Sales Manager in Northern Trust’s Capital Markets division in London. He is responsible for ensuring that our securities lending clients in the EMEA receive insightful market commentary, innovative solutions, and high quality support from our operations, trading and investment areas.  Prior to this role, Justin was a securities lending trader based in Hong Kong between 2006 - 2008.  Justin earned a B.S. in Finance and a B.S. in Management Information Systems from Miami University (Ohio) and an M.B.A. from Cass Business School at City, University of London.

Gareth Mitchell

EMEA Head of Agency Securities Lending & Global Head of Agency Securities Lending Trading

Gareth Mitchell is EMEA Head of Agency Lending & Global Head of Agency Lending Trading. His responsibilities cover the Securities Finance Trading desks in Sydney, Hong Kong, London, Dublin & New York.   Gareth joined Citibank in January 2000 from Deutsche Bank where he managed European bond lending for the custody securities lending area.  Before joining Deutsche Bank, he managed the UK Stock Exchange Money Broking arm of Swiss Bank Corporation, Rowe & Pitman, a principal intermediary.  In all he has over 25 years’ experience of securities lending, collateral and cash reinvestment markets. Throughout his career, Gareth has ... (view full description)

Joseph Molloy

Head of Systematic Equity
HSBC Global Asset Management

Gerard Moore

Representative on Securities Lending, U.K. LOCAL AUTHORITY PENSION FUND FORUM, formerly Financial Controller
U.K.Local Authority Pension Fund Forum

Habib Motani

Clifford Chance LLP

Habib Motani is a leading international financial markets lawyer, with particular expertise in relation to derivatives, securities lending, repo, netting and collateral and clearing and settlement systems. A Partner since 1986 in Clifford Chance's International Financial Markets Group. Habib is the global head of Clifford Chance's Derivatives practice. He specialises in OTC and securitised derivatives, structured capital markets products including derivative linked retail and wholesale structured products, investment banking sales and trading advisory work, Islamic derivatives, securities lending and repos, netting and collateral and their regulatory capital treatment and in the infras ... (view full description)

Frederick Nadd-Aubert

Managing Director, Prime Services
Credit Suisse

Frederick Nadd-Aubert is a Managing Director of Credit Suisse in the Investment Banking division, based in New York. Within Prime Services, he is the Global Head of Institutional Securities Lending Sales and Strategy. Frederick joined Credit Suisse in April 2009 from Goldman Sachs (International) where he was an Executive Director in the Prime Brokerage Securities Lending Team. Previously, he held positions in Equity Finance Sales at Lehman Brothers and Sales at JPMorgan. Frederick holds a bachelor's degree from Northeastern University and an M.B.A. from Boston University. He sits on the board of University Settlement, the nation's first settlement house established i ... (view full description)

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)

Rosali Pretorius

Partner, Head of Financial Services and Funds Group

Dan Rudd

Head of Agent Lending Portfolio Advisory-EMEA
J.P. Morgan

Dan is responsible for Portfolio Advisory for Securities Lending in Europe, Middle East & Africa (EMEA). Dan has 19 years experience in the financial services industry and now leads the EMEA Securities Lending Portfolio Advisory Team which has responsibility for both custodial and non custodial securities lending services.  Dan joined J.P. Morgan in 1997 and has held a number of positions across Investor Services, before moving to Trading Services where, for over the last 15 Years, he has worked in a variety of management roles.  These include Product Development for Securities Lending, where he was responsible for the development and expansion of acceptable collateral, the o ... (view full description)

Monica Summerville

Director, FinTech Research
TABB Group

Monica Summerville is Director, FinTech Research and Head of TABB Group UK. She is a seasoned financial services industry executive with more than 20 years of experience, who has held senior positions on both the buy and sell sides, including working for leading consulting firms and as a US retail broker. Past positions include Broker Services, J&W Seligman Investment Management; Senior Consultant, Financial Services Division, at PWC Consulting; Vice President, Front Office & Market Data Technology, at ABN Amro; Publisher & Executive Editor at RiskWaters Group; and Director at Jordan & Jordan. Monica has a track-record of combining her deep understanding of capital markets wi ... (view full description)

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.

Paul Vine

Norton Rose Fulbright

Paul Vine is a banking lawyer based in Amsterdam. He runs the English finance team and has particular expertience in structured finance, corporate restructuring, banking regulation and insolvency. His team focuses on outbound finance – particularly DFIs, STCF, ECA backed financings and food & agri, and market infrastructure advisory – advising financial institutions on brokerage, custody, clearing and fintech. Paul joined the practice in 1994 and qualified in 1996. Apart from having spent some time in Moscow and Central America as general counsel of a private equity fund, and then with Shell International, Paul has spent his whole career with the practice  He is a regul ... (view full description)

Simon Waddington

Managing Director, Head of Business Development & Relationship Management, EMEA
State Street

Simon Waddington is a Managing Director in State Street's Securities Finance division in London.  As Head of Business Development & Relationship Management, EMEA, Simon is responsible for client relationships within Europe, the Middle East, and Africa as well as developing and executing strategy for new client business in the region. Prior to joining State Street, Simon was a Director in Securities Finance at the Royal Bank of Canada.  As head of the business in EMEA, Simon was a member of the Securities Finance management team and had primary responsibility for trading European equities and fixed income as well as new client sales in EMEA and Asia Pacific. With 1 ... (view full description)

Jacqui Waller

Vice President, Global Securities Lending
Brown Brothers Harriman

John Wallis

Senior VP, Co-Head of Securities Lending for Europe
Brown Brothers Harriman

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
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Phone: +1 (212) 901-0506
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Event Contacts for The 21st Annual European Beneficial Owners' Securities Lending & Collateral Management Conference


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*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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