Sample of Attendees

1650 Wealth Management, Founder
Abnormal Returns, Founder and Editor
Adriatic Capital Partners, Member, Chief Macro Strategist
Aduro Advisors, Accounting Manager
AdvicePeriod, Partner
AdvisorGuide, LLC, Consultant
Alpha Architect, Investment Advisor
Alpha Architect, Managing Member
ALPS Portfolio Solutions, Vice President, Product Strategies
Ameriprise Financial Services, Inc., Financial Advisor & Franchise Owner
Ameriprise Financial Services, Inc., Financial Advisor, Vice President
Amplify ETFs, Founder & Chief Executive Officer
Anamark Capital Advisors, President
Andrew Marshall Financial, LLC, Principal
ATB Investment Management, Vice President, Private Investment Counsel
AXA Investment Management, Head of Quant Lab and Structuring
Baker Boyer Bank, Vice President & Chief Investment Officer
Baker Boyer Bank, Vice President, Financial Planning Manager
Ball State University Foundation, Chief Investment Officer
BancWest Investment Services, Financial Advisor
BCA Research, Chief ETF Strategist
Beta Wealth Group, Founder, Wealth Manager
Betterment, Director of Quantitative Investing
Bleidorn Tax & Investment Services, LLC, Financial Advisor & CPA
Bloomberg, Index & Portfolio Specialist
Bloomberg, Reporter
Bloomberg Gadfly, Columnist
Bloomsbury Wealth, Director
BMO Private Bank, Vice President National Accounts
BNY Mellon Wealth Management, Senior Wealth Manager
BNY Mellon Wealth Management, Vice President, Senior Director
Boys & Girls Clubs of Capistrano Valley, Executive Director
Broadmark Asset Management, Co-Chief Executive Officer
Buckingham Strategic Wealth, Principal
Bull Oak Capital, Chief Executive Officer & Portfolio Manager
Burlington Employees' Retirement System, Vice President, Senior Wealth Management Officer
Butler County, Pennsylvania, Controller/Trustee
Cal Poly Pomona, Professor
California Institute of Technology, Director, Public Markets
California State University Dominguez Hills, Professor of Finance
CalSTRS, Portfolio Manager
Cambria Investment Management, Chief Investment Officer
Cambria Investment Management, Chief Operating Officer & Portfolio Manager
Canterbury Consulting, Vice President
Capital Innovations, LLC, Chief Investment Officer
Capital Wealth Management, Financial Advisor
CBOE, Vice President
Chamberlain Associates, Principal
Charles Schwab & Co., Vice President & Senior Financial Consultant
Chase Private Client and Chase Investments, Vice President
Churchill Management Group, Vice President
CIBC Wood Gundy, Portfolio Manager
Citigroup, ETF Product Manager
City of Aurora General Employees' Retirement Plan, Chairman
Clearsight Wealth Management, Inc., Founder and Advisor
Clearview Financial Planning Group, Financial Planner
Collins Capital Investments, Director
Cox Strategic Wealth, Investment Advisor
Cruden Bay Investment Management, Partner
D.A. Davidson & Co., Financial Advisor
Dakota Wealth, Managing Partner
DCO Wealth Management, Financial Advisor
Define Financial, Financial Planner
Define Financial, Founder & Chief Executive Officer
Del Monte Group, Wealth Advisor
Deutsche Bank, Director
Diantos, Investment Manager
DiMascio Venture Management, Inc, President
Dimensional Fund Advisors, Co-Chief Executive Officer, Chief Investment Officer, and Dimensional Director
Dimensional Fund Advisors, Vice President
Durso Wealth Management Group, Financial Advisor
Edward Jones, Financial Advisor
Efficient Market Advisors, Advisor
Efficient Market Advisors, Senior Managing Director, Chief Investment Officer
Efficient Market Advisors, Senior Portfolio Manager
Elevate Financial, Managing Principal
Empirical Wealth Management, Chief Executive Officer
Employees Retirement System of Texas, ‎Director of Internal Credit
EQM Capital LLC, Founder & Chief Executive Officer
Espinoza Private Wealth Manangement, Senior Financial Advisor
ETF.com, Chief Executive Officer
ETFGI, Managing Partner and Co-founder
Exponential ETFs, Chief Executive Officer
Fidelity Investments, Financial Consultant
Financial Architects, Financial Quarterback
Financial Products Research, Director of Research
Financial Times, US Markets Editor
FINRA, Director, Risk & Strategy
First Financial Equity Corporation, Vice President & Financial Advisor
Fisher Investments, Chief Executive Officer
Florentez Investment Management, Principal
Frehner Wealth Management, Wealth Manager
Globe Corporation, Chief Financial Officer
Greene Wealth Management, Chief Investment Officer
Gregory FCA Communications, President, Financial Services
Hall Private Wealth Advisors, Vice President, Wealth Management
Hartford Investment Management, Portfolio Manager
Helios Quantitative, Chief Executive Officer
Hennion & Walsh Asset Management, President & Chief Investment Officer
Hollencrest Capital Management, Managing Director, Senior Portfolio Manager
Huber Financial Advisors, Chief Investment Officer
IBM Watson Financial Services, FinTech Thought Leader
J.P. Morgan Asset Management, Beta Specialist
J.P. Morgan Asset Management, Head of U.S. ETFs
Jade Investments, Managing Partner
Jane Street, Head of Fixed Income ETF Sales
Jane Street, Institutional Sales and Trading
Japan Exchange Group, Inc., Chief Representative & General Manager
Japan Exchange Group, Inc., Deputy General Manager
JM Tsai Asset Management, Project Manager
JRA Financial, Principal
KFICO, Financial Advisor
Legacy Wealth Partners, Chief Executive Officer & Founder
Liberty Partners, Financial Advisor
Limeyard, Regional Sales Director US & Canada
Lincoln Financial Advisors, Financial Advisor
Little Harbor Advisors, Managing Partner
Lorintine Capital, Vice President
LVM Capital, Analyst/Wealth Management Advisor
LPL Financial, Investment Advisor Representative
LPL FinancialPresident
LPL Financial, Registered Principal
LPL Financial, Registered Representative
LS Investment Advisors, Chief Investment Officer
Lucas Mendoza Wealth Advisors, Chief Investment Officer & President
Lucas Mendoza Wealth Advisors, Director of Research
Madison Avenue Securities, Chief Investment & Information Officer
MAI Capital Management, LLC, Managing Director
MAM Global Financial Services, Principal
Mendham Wealth Partners, Chief Investment Officer
Merrill Lynch, Financial Advisor
Merrill Lynch, Senior Financial Advisor
Merrill Lynch, Senior Vice President, Portfolio Manager
Merrill Lynch Global Wealth Management, Senior Financial Advisor, Vice President
Merrill Lynch, Pierce, Fenner & Smith Inc., Senior Portfolio Advisor, Financial Advisor
MetLife, Portfolio Manager
Millennium Partners, Analyst
Millennium Partners, Portfolio Manager
Money Concepts, President & Chief Executive Officer
Morgan Stanley, Executive Director, Financial Advisor - Wealth Management
Morgan Stanley, Senior Investment Management Consultant
Morgan Stanley, Senior Vice President, Financial Advisor
Morgan Stanley, Senior Vice President, Portfolio Manager
Morgan Stanley Wealth Management, Executive Director Wealth Management
Morgan Stanley Wealth Management, Financial Advisor
New Mexico Educational Retirement Board, Portfolio Manager
NewRetirement, Chief Investment Officer
NFP, Plan Advisor
NuShares from Nuveen, Senior Managing Director- Head of Exchange Traded Funds
Oaktree Capital Management, Managing Director and Co-Portfolio Manager
Ohnward Bancshares, Chief Investment Officer
Olympic Wealth Advisors, Financial Advisor & Director of Financial Planning
OppenheimerFunds, Head of Product
OppenheimerFunds, Senior Vice President
Optimize Advisors, President & Chief Strategist
PAAMCO, Associate Director
Pacific Private Fund Advisors LLC, Portfolio Manager
Palo Capital, Co-Chief Investment Officer
Phocus Financial, Financial Professional
PIMCOManaging Director
Plancorp, LLC, Chief Investment Officer
Pragmatic Capitalism, Founder
Premise Capital, Managing Director
Preston Ventures, President and Chief Operations Officer
Promontory Financial, Consultant
Purview Investments, Chief Executive Officer
Quarry Hill Advisors, Founder
Rabin, Barkat & Associates, Private Wealth Advisor & Managing Director
Raymond James, Financial Advisor
Raymond James, Senior Vice President, Investments
Riskalyze, Chief Executive Officer
RMF Consulting, LLC, Owner & Advisor
Robo Global, Chief Executive Officer
Rye Brook Capital, Advisor
S&P Dow Jones Indices, Chairman of the Index Committee
S&P Dow Jones Indices, Head of U.S. Equities
S&P Dow Jones Indices, Senior Director, Strategy Indices
S-Network Global Indexes, Inc, Director, ESG
Sabino Investment Management, Financial Advisor
San Diego County Employees Retirement Association, Committee Member & Trustee
San Francisco City College Foundation, Business Professor
Scarbrough Financial Group, LLC, Financial Consultant
Second Look Financial, LLC., Financial Advisor
Signature Estate & Investment Advisors,  LLC, Advisor
Spectrum Wealth Management, Inc., Financial Advisor
Spinnaker Trust, Principal & Chief Investment Officer
State Street Global Advisors, Head of SPDR Americas Research
State Street Global Advisors, Managing Director
StockTwits, Chief Operating Officer
Stone Steps Financial, Founder
Studdard Financial, LLC, Founder & President
Sun Capital Management, Associate
Sun Capital Management, Vice President
Synergy Wealth Management, President
Syntax, Managing Director
Syntax, Senior Vice President
TandemGrowth Financial Advisor, President
Teachers Retirement System of Illinois, Investment Officer
Tempus Wealth Planning, Managing Partner, Finacial Advisor
The Bridgeway Group, Wealth Manager
The Chicago Financial Planner, Financial Advisor, Freelance Writer and Finance Blogger
The Collaborative Fund, Partner
The Cregg Group, Financial Advisor
The Headlands Group, Inc, Chief Investment Officer
The Tilted Funds Group, Managing Member
ThirtyNorth Investments, Principal & Chief Investment Officer
Thomas Schumann Capital LLC, Manager
Thomson Reuters, Reporter
TMX Group, Head of Benchmark Solutions
TMX Group, Head, Institutional Equity Derivatives Sales
Tortoise Index Solutions, Director
Tortoise Index Solutions, Portfolio Manager
TrimTabs, Portfolio Manager
Turtle Signature Management LLC, Chief Executive Officer
UBS, Senior Vice President - Wealth Management
UBS, Vice President - Wealth Management
USAA, Investment Research Analyst
Utah Educational Savings Plan, Executive Director
Vanguard, Financial Planner
Vanguard, Global Chief Economist
Vanguard, Head of Vanguard Institutional Advisory Services
Vestcor Investment Management Corporation, Portfolio Manager
Vienna Stock Exchange, Director New Listings & Index Sales
Vivaldi Asset Management, Global Head of Investor Relations
W.E. Donoghue, Vice President
Waddell & Reed, Financial Advisor
Wealth Street Advisors, Managing Director, Portfolio Manager
Wells Fargo, Financial Advisor
Wells Fargo Advisors, LLC, Financial Advisor| Private Client Group
Wells Fargo Advisors, LLC, First Vice President-Investments
Wells Fargo Advisors, LLC, Managing Director - Complex Manager
Wells Fargo Private Bank, Senior Investment Strategist
Wilshire Funds Management, Chief Investment Officer
WisdomTree Asset Management, Director of Research
WJ Interests, LLC, Financial Advisor
Woodbury Financial Services, Financial Advisor

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Contact Information
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Event Specific Contacts for 23rd Annual Global Indexing & ETFs

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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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