Jack Ablin

CIO
BMO Private Bank

Jack chairs the Asset Allocation Committee and is responsible for establishing investment policy and strategy within BMO Private Bank throughout the US. He joined the organization in 2001 and has three decades of experience in money management. Jack earned a bachelors degree from Vassar College in New York, where he graduated with honors with an AB in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Mr. Ablin received an MBA with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago. He is the author o ... (view full description)

Shamez Alibhai

Partner
Cheyne Capital

Shamez Alibhai is a Partner at Cheyne Capital and Portfolio Manager of the Social Property Impact Fund. He joined Cheyne in 2006 and has 15 years’ experience in the real estate markets. Shamez co-ran Cheyne’s real estate business since 2008 and successfully grew the division to $2.5 billion. Shamez also managed Cheyne’s real estate focused listed investment vehicle. He was previously at Credit Suisse (2004-2006), responsible for the mortgage loan trading platform. He structured and executed mortgage, NPL and SME transactions and traded approximately €1billion of residential mortgage loans. Prior to that, he was a Senior Structurer at Barclays (2001-2004) where he developed risk transfer tran ... (view full description)

Florent Bronès

CIO
BNP Paribas Wealth Management

At the age of 54, Florent has more than 28 years of experience in investment strategy specifically dedicated to global Equities. In 1996, he joined BNP Paribas Equities as Head of investment strategy. In 2003, Florent took over the sell-side research of BNP Paribas Equities and Derivatives. Most of his time is shared between defining the investment strategy and meeting internal and external clients. In 2008, he managed the buy-side research department for Global Equities and Commodity Derivatives (GECD), focusing on investment strategy and financial markets. In 2012, Florent joined BNP Paribas Wealth Management to bring his strong experi ... (view full description)

Paddy Dear

Co-Founder
Tetragon Financial Group

Paddy Dear co-founded the investment manager of Tetragon in 2005 as well as Polygon in 2002. He is a member of Tetragon’s Board of Directors, a member of the investment manager’s Investment Committee and Risk Committee, and the Co-Head of TFG Asset Management, in addition to other roles. Mr. Dear was previously a Managing Director and the Global Head of Hedge Fund Coverage for UBS Warburg Equities. Prior to that, he was a co-head of European sales trading, execution, arbitrage sales and flow derivatives. He had been with UBS since 1988, including six years in New York. Mr. Dear was in equity sales at Prudential Bache before joining UBS and started his career as a petroleum engineer with Mara ... (view full description)

Marisa Drew

CEO, Impact, Advisory & Finance Department
Credit Suisse

Marisa Drew is the CEO of the Impact Advisory and Finance (IAF) Department of Credit Suisse based in London.  The IAF Department is responsible for setting the strategy as well as directing, coordinating and facilitating activities across the bank which lead to Impact Investing on behalf of the bank’s private wealth, institutional and corporate clients. The IAF Department reports directly to Tidjane Thiam, the CEO of Credit Suisse.  Ms Drew is a member of the UK Conduct and Ethics Board and the UK Reputational Risk Committee.   Previously, Ms Drew acted as Co-Head of the EMEA Investment Banking and Capital Markets (IBCM) Division.  Ms Drew served on the IBCM Global Operating Comm ... (view full description)

Nick D’Onofrio

CEO
North Asset Management

Nick D’Onofrio is a co-Founder, Managing Partner and Chief Executive Officer at North Asset Management. Nick has over 20 years of experience within the industry. Nick is a former Executive Director at Morgan Stanley within the Finance Department where he was in charge of London’s counterparty credit risk team that focused on managing the risk inherent in the broad array of products traded at Morgan Stanley, including fixed income, foreign exchange, equities, and commodities. He was involved in the development of Morgan Stanley’s credit risk management and risk control systems and processes. He joined Morgan Stanley in 1996. Prior to working at Morgan Stanley, Nick worked ... (view full description)

Mara Harvey

Head Global UNHW Germany, Austria, Italy and Head UBS Unique Initiative
UBS

Mara is a senior manager at UBS Wealth Management and is driven by the belief that daily investment decisions are an untapped source of social change. She is passionate about driving innovation and sparking dialogue across all dimensions of great wealth - business, investments, family and legacy - to make private capital a force for good. In particular, she is committed to changing the face of the financial Industry to better serve women. She founded and leads UBS's global women's initiative, UBS Unique, which has pledged to increase the financial confidence of 1 million women worldwide and funnel hundreds of millions of investment and philanthropic capital to SDG 5, the United N ... (view full description)

Richard Hickman

Director of Operations and Investment
HarbourVest Global Private Equity

No biography specified

Paul Kearney

Head of Private Banking, UK
Kleinwort Hambros

Paul Kearney is Head of Private Banking in the UK for Kleinwort Hambros, part of the Societe Generale group, responsible for the domestic and international private banking in the UK.  Prior to the merger of Kleinwort Benson and SGPB Hambros, he was the Head of Private Banking at Kleinwort Benson (‘KB’), having joined in 2011.
 
Paul’s career has involved senior leadership positions in international investment banking and asset management organisations. Immediately prior to joining KB, he established and ran a successful family office.
 
Paul holds a degree in economics and is a Fellow of the Institute of Chartered Accountants in England and Wales. 

Sean Kiernan

COO
Falcon Private Bank

Financial services, governance, entrepreneurship, business management, M&A, due diligence, financial modelling

Alastair Lukies

Founding Partner
Motive Partners

Alastair Lukies CBE is a UK businessman and entrepreneur best known as a pioneer and champion for the UK’s FinTech industry. He founded Monitise in 2003. Three years later, Monitise was recognized as a ‘Technology Pioneer’ by the World Economic Forum and in June 2007 Alastair led the company’s demerger from Morse and listing on the LSE’s AIM market. During his time as CEO, Monitise grew to a market cap of $2 billion, employing 1500 staff on four continents.  In January 2014, Alastair was appointed as a Business Ambassador to the Prime Minister for the financial services industry by the UK Government, and today acts as the sole Business Ambassador for FinTech. He was named Non-Exe ... (view full description)

Miguel Martin Casey

Director, Global Coordination & Non-Financial Solutions
BBVA Global Wealth

Miguel leads the global coordination unit in BBVA Global Wealth, working together with the 14 Private Banking units that BBVA has around the world. He is also responsible for developing BBVA’s non-financial value proposition for wealth management, creating services that go beyond finance to enhance BBVA’s client experience and engagement.

Miguel joined BBVA in 2012 and prior to this position he was a Senior Manager for the Strategy & Operations team of PwC in Madrid.
 

Nick Miller

Head of Investment Management Supervision
Financial Conduct Authority

Nick Miller is head of the Investment Management Department within the Investments, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management, custody bank and wealth management sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU. Prior to joining the regulator, Nick was Executive ... (view full description)

Aditya Mishra

Head of Middle East, Indian Subcontinent & North Africa
Credit Suisse

Entrepreneurial leader with a track record of building businesses across the UK, India, Singapore and the Middle East. Strong domain knowledge in Wealth management, Digital technology and Consumer products, coupled with functional skills in consumer marketing, product management and relationship management. Successfully built and managed high impact teams and client relationships, with well-rounded exposure to general management, strategy and business development.

Ina Mitskavets

Research Director
Euromoney Institutional Investor

No biography specified

Stephane Monier

Head of Investments (Private Bank)
Banque Lombard Odier & Cie SA

No biography specified

Alvaro Morales

Head of Private Banking
Santander

No biography specified

Stuart Parkinson

Chief of Staff
HSBC Private Banking

In this client-facing role Stuart has a broad range of Front Office responsibilities for delivering  the Private Banking strategy. He leads an international team of Investment Counsellors, Product Specialists and Wealth Advisers who are focussed on delivering wealth advisory services, products and propositions for the Private Banking business globally, across all asset classes.   Stuart has over 25 years of international banking and finance experience. He started his career at HSBC in Hong Kong in the early 1990's, and has worked in Asia, the Middle East, Europe, North America and Latin America. His experience spans HSBC’s Retail, Commercial, Investment and Private banking busine ... (view full description)

Diego Pivoz

Head of Wealth Planning, Latin America
HSBC Private Bank

As the Head of Wealth Planning–Latin America for HSBC Private Bank, I lead a team of talented relationship managers and private banking professionals to provide exceptional value to high-net-worth individuals and their families.  During my 15+ years within the financial services industry, I have honed my expertise in helping clients⎯and the private banking professionals who serve them⎯to overcome complex wealth management and investment planning challenges to both protect and grow wealth for generations to come. ►By leading from the intersection of both ETHICAL and REVENUE-PRODUCING BANKING PRACTICES, I coach and mentor my team to honor the values of trustworthiness a ... (view full description)

Tracey Reddings

Head of Front Office UK & Ireland
Julius Baer International Limited

No biography specified

Fiona Reynolds

Managing Director
Principles for Responsible Investment

Fiona Reynolds is the Managing Director of the United Nations supported Principles for Responsible Investment and has responsibility for its operations globally. Fiona has more than 20 years' experience in the pension sector, working in particular within the Australian superannuation sector and played an active role in advocating pension policy change on behalf of working Australians and participated in a number of government committees and working groups on retirement incomes policy.  Fiona has a particular interest in retirement outcomes for women. Prior to joining the PRI, Fiona spent seven years as Chief Executive Officer at the Australian Institute of Superan ... (view full description)

Don Stubbs

Director, International Wealth Structuring
Scotia Wealth Management

Based in Miami, Don is an International Wealth Structuring specialist with more than 20 years of experience in the industry. He holds the position of Director and Group Lead of Scotia Bank’s International Wealth Structuring Group based in Miami. Don provides leadership and oversight to his team working with partners across Scotiabank group and centres of influence to meet the cross border wealth structuring needs of families and enterprise groups controlled by them. His specialty includes advising family business enterprise Groups looking for succession and legacy planning. Don has been with Scotiabank since 2001 and prior to his current role, he spent 8 years leading the Fiduciary Relations ... (view full description)

Margaret Sveinsdottir

Director of Asset Management
Arion Bank

No biography specified

Nick Tucker

Head of UK Domestic
UBS

Responsible for the Private Wealth Management segment and the Regional offices in the UK, as well as the Strategic Partnership team, who focus on intermediary clients. I have over 27 years of experience in the wealth management industry, as a financial advisor, sales manager, branch head and segment head. Prior to UBS, I ran the UK and Ireland business at Merrill Lynch Private Wealth Management.

Tobias Wagner

Managing Director - Head of Zurich Branch
Societe Generale Private Banking

Tobias Wagner started his career with an International Business Incubator before joining global management consulting firm Oliver Wyman in 2001 as Associate and Project Manager for Financial Services Strategy Consulting. In 2006, he joined Credit Suisse as Head of Private Banking Strategy Development transferring to the Front Office as Relationship Manager (U)HNWI for the Germany offshore market. From 2009 until 2012, Tobias headed up Business Areas Northern Europe and North & West Latam for Clariden Leu, a Private Banking subsidiary of Credit Suisse Group. In 2012, he was appointed Credit Suisse Head of Market Group for UK/International Offshore ... (view full description)
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Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
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Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

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New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
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Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
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    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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