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Harold Apple

Chief Executive Officer and President
Indiana Health Information Exchange

Mr. Apple took the helm in January 2011 as Chief Executive Officer and President of the Indiana Health Information Exchange, the nation's largest health information exchange organization. He leads the organizations overall strategy and direction and examines new growth opportunities. IHIE connects the state's hospitals, physicians, long-term care facilities and other healthcare providers, enabling medical information to follow patients regardless of treatment location to improve care coordination and patient outcomes. Physicians in the IHIE network provide care to over ten million patients.Mr. Apple was formerly the majority owner, CEO and President of Vector Technologies, Inc., ... (view full description)

Sameer Badlani

Chief Health Information Officer
Intermountain Healthcare

Sameer Badlani is the chief medical information officer for University of Chicago Medicine. He leads the medical centers implementation of Epic EHR (electronic health records) through physician engagement and value generation, and he is developing a clinical informatics infrastructure in collaboration with the CIO and CMOs offices. His interests include maximizing the potential of clinical decision support and evidence-based information at point of care. Badlani received his medical degree from the University of Delhi. He completed his internal medicine residency and served as chief resident at the University of Oklahoma in Tulsa and received fellowship training in medical informatics at the ... (view full description)

Marc Beasley

Director, MobileMD

Marcs record of over 30 years of leadership as a Healthcare Industry Professional includes successes as and network engineer, project manager, industry analyst, as well as strategic consultant. He has served on the Board of the Central and Southern Ohio HIMSS (CSOHIMSS) Chapter in various roles over the past 9 years including President. Most recently, Marc served as HIE Liaison to the State where he has witnessed public, private as well as public-private HIE initiatives in action.

Marc currently serves as Director, MobileMD, a SIEMENS HIE solution where he works with healthcare leaders in understanding how to connect communities to connect care.

Mark Braunstein

Professor of the Practice, School of Interactive Computing, College of Computing, Associate Director for Health Systems, Institute for People and Technology
Georgia Institute of Technology

Dr. Braunstein teaches health informatics and is involved in fostering research and community outreach aimed at the wider and deeper adoption of health information technology to improve the quality and efficiency of care delivery.He received his BS degree from MIT in 1969 and his MD degree from the Medical University of South Carolina (MUSC) in 1974. After an internship at Washington University he joined the faculties of Medicine and Pharmacy at MUSC where he developed one of the first four ambulatory electronic health record systems working in a clinic that had many of the key attributes now attributed to the patient-centered medical home model of care. There he co-authored the ... (view full description)

Joseph Casper

Chief Executive Officer
Sandlot Solutions

Joseph Casper has over 30 years of health information technology (IT) experience, including developing several start-ups and co-inventing healthcare IT products and services. Today, he serves as Chief Executive Officer for Sandlot Solutions. Joe was specifically selected because of his deep industry experience and his ability to guide the company through both its national expansion and product enhancement process.Before joining Sandlot, Joseph served as Vice President, Global Healthcare Solutions for Quest Diagnostics/Med Plus, an enterprise healthcare information technology software and services company, and oversaw all commercial hospital sales. Prior to MedPlus, Joe served as ... (view full description)

John Chelico

Chief Medical Informatics Officer
North Shore University Hospital & Long Island Jewish Medical Center

Dr. Chelico is a board certified internal medicine physician with formal training in biomedical informatics. His expertise is in clinical informatics and the use of electronic health record systems for the improvement of clinical quality and research. He is the Chief Medical Informatics Officer (CMIO) of North Shore University Hospital in the North Shore Long Island Jewish Health System in New York.Dr. Chelico continues his clinical practice as a hospitalist in Internal Medicine where he is a ward attending to both internal medicine house staff and medical students. He is also an Assistant Professor of Medicine at NYU School of Medicine where he is the course director for an i ... (view full description)

R. Chris Christy

Principal Healthcare
SAP Americas, Inc.

Chris Christy has been engaged in Healthcare for over 30 years, working in both hospitals and healthcare software companies. He brings 16 years of healthcare provider industry experience and previously held administrative spots with nonprofit and for-profit healthcare systems. He served five years as Associate Administrator and Chief Operating Officer at several hospitals that were part of American Medical International, now known as Tenet Healthcare Corporation. He also served nine years as Vice President for Professional Services at St. Paul Medical Center, a 600 bed facility in Dallas, Texas operated by the Daughters of Charity National Health System. In addition, he served two years as R ... (view full description)

Charles Cox

Director, MetroChicago HIE
Metropolitan Chicago Healthcare Council (MCHC)

No biography specified

Thomas Deas, Jr.

Gastroenterologist / Chief Medical Officer
North Texas Specialty Physicians / Sandlot Solutions

Tom Deas is board certified by the American Board of Internal Medicine in both Internal Medicine (1981) and Gastroenterology (1989). He began his gastroenterology medical practice in Fort Worth in 1991 after serving 20 years in the U.S. Air Force, retiring as Colonel. He is a member of Gastroenterology Associates of North Texas. His education includes a B.S. in Chemistry from Baylor University, graduating cum laude (1970), followed by a M.S. in Chemistry from Baylor (1971). While serving in the USAF, he received his Medical Degree from Louisiana State University School of Medicine in Shreveport graduating with honors (1978). Postgraduate medical training at Wilford Hall USAF Medical Cente ... (view full description)

Gary Fingerhut

Acting Executive Director and General Manager, IT Commercialization
Cleveland Clinic

Gary M. Fingerhut is the Acting Executive Director and General Manager, Information Technology Commercialization at Cleveland Clinic Innovations. Established in May 2000, Innovations operates as the commercialization arm of Cleveland Clinic and was recently recognized by Global Corporate Venturing as number 4 in the world for healthcare corporate venturing. Gary leads a talented team of professionals guided by some of the nations top venture capitalists. Cleveland Clinic Innovations team has successfully executed over 500 licenses, created 64 spin-off companies which have raised more than $640 million in equity investment; and currently employ over 450 professionals. Gary has ... (view full description)

Nancy Garrett

Chief Analytics Officer
Hennepin County Medical Center

Nancy Garrett, Ph.D. is currently Director of the Analytics Center of Excellence at Hennepin County Medical Center, where she is developing a centralized function to integrate financial, clinical and human resources information. Previously, she implemented population health management analytics at a Pioneer ACO. She also has an extensive payer background, and is co-author of the chapter “Data Analysis and Provider Profiling in Health Plans” in the best-selling textbook Essentials of Managed Care (2013). Nancy is currently on the National Quality Forum Cost and Resource Use Steering Committee where she is reviewing cost measures for national endorsement. Nancy served on the Board of Minnes ... (view full description)

James Gaston

Senior Director, Clinical & Business Intelligence
HIMSS Analytics

Mr. James E. Gaston has 23+ years of healthcare information technology experience which started at Arkansas Childrens Hospital, the nations sixth largest pediatric facility at the time, where he managed a multitude of research oriented and administrative IT projects from both the CEOs office and the university affiliated research institute. Mr. Gaston is a former Vice President of Medical Office Management Systems, where he coordinated physician practice management support for 400+ physicians offices throughout the South-central United States. Mr. Gaston previously served as the Enterprise EDI Architect for Arkansas Blue Cross Blue Shield, where among other activities he implementing Blue Ex ... (view full description)

Anupam Goel

Vice President, Clinical Information
Advocate Health Care

Anupam is the Vice President of Clinical Information at Advocate Health Care in Chicago. He is responsible for information technology applications that affect providers and patients. He is also a general internist.  Anupam recently served as Co-Principal Investigator for the San Diego Beacon Collaborative, a multi-million dollar federal cooperative agreement to connect electronic medical records across the San Diego metropolitan area.  Anupam has specific interests in reliable patient identification across care settings, provider attribution management and patient event notification.

David Goldsteen

Chief Executive Officer
VigiLanz Corporation

David Goldsteen, M.D. is a successful physician, healthcare executive and medical technology entrepreneur.Dr. Goldsteen has founded or financed a number of medical technology and non-medical companies over the past twenty years. Prior to co-founding VigiLanz in 2001, Dr. Goldsteen was a founder and Chairman of Vascular Science based in Minneapolis, which was acquired in 1999 by St. Jude Medical, Inc.Dr. Goldsteen also served for more than 12 years as an executive in various roles with Allina Health System in the Twin Cities.As a practicing physician, Dr. Goldsteens specialties include Emergency and Internal Medicine. He has served as a director on numerous ... (view full description)

Dan Gonos

Chief Technologist/HP Fellow

Dan Gonos, an HP Fellow, is the Chief Technologist for HP Enterprise Services Healthcare and Life Sciences. As a Fellow, Gonos leads the programs activities for HP clients in healthcare, life sciences and government worldwide.Gonos has more than 28 years of IT experience, including information technology strategy and planning, business and technology assessments, new business development, capacity and performance planning, performance review, software archeology, methodology development, and requirements definition and management. He is an expert in developing technological implementations of business process improvements through the application of best practices. In 2005, Gonos ... (view full description)

Robert Grossman

Chief Research Informatics Officer, Division of Biological Sciences
University of Chicago

Robert Grossman is a faculty member at the University of Chicago, where he is the Director of Informatics at the Institute for Genomics and Systems Biology (IGSB), a Senior Fellow at the Computation Institute, and a Professor of Medicine in the Section of Genetic Medicine. His research group focuses on bioinformatics, data mining, cloud computing, data intensive computing, and related areas. Here is a curriculum vita.

He is also the Founder and a Partner of Open Data Group. Open Data Group has provided strategic consulting and outsourced services in analytics since 2002. It specializes in building predictive models over big data.

Gordon Heinrich

Executive Director - Big Data Analytics
Sandlot Solutions

Mr. Heinrich is responsible for Sandlot Solutions Big Data platform and enhanced analytic tools targeted at driving improvements in healthcare. Sandlot Solutions provides solutions that improve patient outcomes and reduce the cost of care by streamlining and sharing information between providers, hospitals and insurers. Mr. Heinrich is an acknowledged expert in the field of healthcare and information technology and has been forefront in helping organizations use business intelligence to improve performance for over 20 years. Prior to Sandlot, Mr. Heinrich served as a senior executive in leading technology companies including Inktomi, First Consulting Group and Nativeminds. At Inktomi, Mr ... (view full description)

Scott Holbrook

Strategic Advisor
Health Catalyst

R. Scott Holbrook, a 40 year healthcare technology veteran in both vendor and healthcare provider organizations. He currently is a principal at Mountain Summit Advisors, a healthcare IT merger and acquisition firm. Plus, he is a strategic advisor to Health Catalyst, a Salt Lake based, business and clinical analytics firm. He serves on several healthcare IT boards. Until February 2013, he served as the Executive Vice President of Medicity, a provider of healthcare technology products to RHIOs, IDNS, large laboratories, payors, hospitals and clinics. Scott is one of the founders and owners of KLAS, has served in executive positions at IHC, GTE, Sunquest Information Systems, Inte ... (view full description)

William Hudson

Senior Business Strategist

Mr. Hudson, Sr. Healthcare Strategist, joined VMware in December 2012, prior to that he led the Kettering Health Network technology team where he served as the CTO and provided technology leadership. During his tenure at KHN he served as the technical project director and architect for the system-wide Epic implementation and directly led the following teams: infrastructure computing, network and telecom, end user computing, integration and development, security and the support center.He has over twenty-four (24) years of information systems experience of which more than 17 years have been focused in the healthcare industry. Prior to KHN he led the CTG Healthcare Solutions Advance ... (view full description)

Terri Jacobsen

Senior Director, Corporate Administration
Cadence Health

Terri currently leads ICD-10 Program Management at Cadence Health. Previously, she served as Director, Health Information Exchange for Metropolitan Chicago Healthcare Council (MCHC) and served as a Clinical Informaticist and Administrative Director in several Academic and Health System settings, as well as practiced clinically in intensive care and home health settings. Her consulting background includes management roles with Deloitte, First Consulting Group and Associates in Clinical Systems, providing nationwide consulting services.

Imran Khan

Manager - EHR, Meaningful Use and Patient-Centered Medical Home
Advocate Health Care

Imran Khan, MS, PMP, CPHIMS has extensive experience in Medical Informatics, Project Management, Change Management, Health IT implementations and in leading clinical programs. Currently, he manages the Meaningful Use, Clinical Integration and Post Implementation teams at Advocate Physician Partners for the largest community of hospital-affiliated physicians in the United States. He has developed a comprehensive and strategic Meaningful Use program where more than 350 physicians have attested for Meaningful Use and have received over $7 million in CMS incentives. After successfully operationalizing the Meaningful Use, Clinical Integration and Post Implementation teams, Imran is undertaking n ... (view full description)

Abel Kho

Co-Executive Director of CHITREC, Assistant Professor of Medicine, Associate Director of Medical Informatics Program
Northwestern University Feinberg School of Medicine

As co-executive director of CHITREC, Abel sets the direction and vision of the organization, works directly with the Office of the National Coordinator and manages key national and local relationships with providers and provider groups.He is currently assistant professor of medicine and associate director of the Medical Informatics Program at Northwestern Universitys Feinberg School of Medicine. His extensive research includes creation of electronic networks, geographic information systems and dataset driven decision support. He continues AHRQ funded research as a Regenstrief Affiliated Scientist. Abel is also a practicing physician at the Northwestern Medical Faculty Foundation, ... (view full description)

Thomas Lee

Founder and CEO
SA Ignite

No biography specified

Katie LeMoyne

ICD-10 Program Manager
Northwestern Memorial Hospital

Katie is responsible for all aspects of the ICD-10 conversion, including organization-wide communication and training, system remediation and testing, clinical documentation improvement, and revenue cycle readiness efforts.  Prior to joining NMHC, Katie was a healthcare IT consultant for 8 years.  In this role she worked on projects in the United States, Canada and the Bahamas where she led strategic planning, clinical information system implementation and management, data analytics, and Meaningful Use program management engagements.  Katie is a HIMSS Fellow and is the President-Elect for the Greater Chicago Chapter of HIMSS.

Steven Merahn

Senior Vice President, Clinical Programs
ActiveHealth Management

Steven brings rich experience with the design, adoption and integration of healthcare technologies, especially clinical information systems, decision support and clinical transformation. He has special interests in analytics, interaction design and human factors engineering in healthcare delivery. His diverse professional background also includes clinical content development and health policy, medical and government affairs, business development and marketing.After starting his career in pediatrics and in public health as a policy and program development specialist, Steven developed one of the first care coordination programs for children with complex conditions and spent a de ... (view full description)

Michael Millenson

Health Quality Advisors

Michael L. Millenson, president of Health Quality Advisors LLC, is a nationally recognized expert on making American health care better, safer and more patient-centered.<br /><br />Michael is the author of the critically acclaimed book, Demanding Medical Excellence: Doctors and Accountability in the Information Age, and he holds an adjunct appointment as the Mervin Shalowitz, M.D. Visiting Scholar at Northwestern Universitys Kellogg School of Management. Earlier in his career, he was a health-care reporter for the Chicago Tribune, where he was nominated three times for a Pulitzer Prize.<br /><br />A respected presence in health policy and strategy, Michael has lecture ... (view full description)

Scott Miller

Director, Business Development of Virtualization
World Wide Technology, Inc.

Scott Miller is the Director of the Data Center Practice for World Wide Technology (WWT). Working with the Executive team, Scott provides technical leadership, vision, and experience. He is responsible for all partnerships and solutions related to Data Center, which includes Virtualization/Cloud, Compute/Converged Infrastructure, Storage/BRS, Big Data, Enterprise Desktop Solutions and Facilities/Power/Cooling. Scott came to WWT after via an acquisition of Server Centric Consulting. Scott was the co-founder and President of Server Centric which he ran from 2002 to 2009 when it was acquired by WWT. Server Centric was a services focused solutions based boutique firm known for its in ... (view full description)

Azeem Mohamed

CTO, HP Software Alliances and Channel

No biography specified

Anibal Perez

Managing Consultant
Cumberland Consulting

Anibal has more than a decade of health care experience in clinical and hospital management settings. Over the last two years, he has led a team at Henry Ford Health System (HFHS; Michigan) developing a process for creating, implementing, and monitoring order sets and best practice alerts. He has also worked on integrating clinical decision support tools within current workflows to assist in meeting quality initiatives.

Rod Piechowski

Senior Director, Health Information Systems

No biography specified

Jack Pressman

Director, Strategic Planning, Dev. DC, Cloud Computing
Netrix, LLC

Mr. Pressman has over 25 years of experience in designing and deploying advanced IT projects. He has a Bachelors degree in Computer Science and Electrical Engineering from Northwestern University's McCormick School of Engineering. Mr. Pressman has been designing and building mission critical IT facilities and wide area networks for the past over 15 years. He was the Technology Architect for the new Chicago Police Headquarters, the Chicago Police Wide Area Network, the Ford Supplier Campus (Chicago), the Burlington Northern Sante Fe Intermodal (Joliet) and the DuPage National Technology Park (West Chicago). Mr. Pressman has extensive industry experience in enterprise-wide Business Cont ... (view full description)

Mohan Putcha

Chief Technology Officer
University of Chicago Medical Center and Biological Sciences

No biography specified

Fred Rachman

Chief Executive Officer
Alliance of Chicago

As co-executive director of CHITREC with Abel Kho, Fred sets the direction and vision of the organization and manages key national and local relationships with providers and provider groups, especially in the federally qualified health center (FQHC)/Safety Net arena.Fred has more than 20 years experience in primary health care delivery and administration. He presently serves as chief executive officer of the Alliance of Chicago Community Health Services, an HRSA-funded network of primary care community health centers, which supports a centrally-hosted electronic health record system shared by 24 Safety Net health centers in eight states.In addition, Fred is an attendi ... (view full description)

Raul Recarey

Executive Director
Illinois Health Information Exchange Authority

No biography specified

Ralph Reyes

Chief Executive Officer & President, HCSage Consulting, Senior Advisor
AHA Healthcare Solutions, An American Hospital Association Company

Ralph has served in the field of healthcare for over 37 years, experience with RHIOs/ HIEs, HIS, LIS , HIT vendor analysis, clinical disease management/infection control software and the marketing/sales strategies for each.His articles have appeared in Healthcare Informatics, CHIM Journal and HIMSS Newsletters. Speaking experiences include: yearly HIMSS educational sessions, HIMSS Clinical SIG speaker, American College of Healthcare Executives, College of American Pathologist meetings, vendor User Group Conferences, the Managed Care Conference, hospital CEO conference: Addressing Strategic Healthcare Decisions, Massachusetts Association for Medical Technology, keynote speaker-AOR ... (view full description)

John Russillo

Clinical Pharmacy Manager
John Muir Health

John Russillo RPh has over 35 years of practice experience in acute care on both the East and West coasts, including the role of clinical pharmacist, and presently clinical pharmacy manager for a John Muir Health system in California. He has lectured on clinical decision software use in the hospital setting at both CSHP and ASHP annual seminars. For the past 8 years he has been involved in clinical decision support software with the use of the VigiLanz clinical surveillance product at John Muir Health.

John Sharp

Manager, Research Informatics
Cleveland Clinic

John Sharp is the Manager of Research Informatics at Cleveland Clinic. He is also co-director of Biomedical Research Informatics for the Cleveland Clinical and Translational Science Collaborative. He is adjunct faculty at Kent State University in the Health Informatics program. John received his bachelors and masters degree from Case Western Reserve University. In addition to being an active member in AMIA, he is a fellow of HIMSS and involved in the Group for Information Resources of the AAMC. He is a co-investigator for the Chronic Kidney Disease Registry as well as other registries at Cleveland Clinic. He has presented nationally and internationally on secondary use of EMR data and socia ... (view full description)

Rasu Shrestha

Vice President, Medical Information Technology, Medical Director, Interoperability and Imaging Informatics
University of Pittsburgh Medical Center

A radiologist and champion of patient-centered care, Rasu Shrestha, MD, MBA, is a leader in applying medical informatics to the delivery of health care in an effort to improve safety, quality and efficiency.At UPMC, he is focused on tapping vast repositories of patient data to provide truly meaningful information and intelligence to clinicians at the point of care. He also works closely with UPMC's leading corporate partners on advances in interoperability, natural language processing, image archiving and other technologies.As medical director of digital imaging informatics at UPMC, Dr. Shrestha was one of the chief architects of SingleView, a first-of-its-kind system ... (view full description)

Shannon Sims

Associate CMIO and Assistant Professor in Internal Medicine and Health Systems Management
Rush University Medical Center

Shannon Sims, MD, PhD is the Associate Chief Medical Informatics Officer and Assistant Professor of Internal Medicine and Health Systems Management at Rush University Medical Center in Chicago. Dr. Sims graduated from Rush University Medical College and completed an internship in internal medicine at Northwestern Memorial Hospital. He was a Robert Woods Johnson Fellow in public health informatics at the University of Utah, where he received his PhD in biomedical informatics. He received multiple awards as a graduate student and his dissertation focused on the use of large data sets to measure and improve healthcare quality and safety.In his current role, Dr. Sims lead ... (view full description)

Alan Snell

Chief Medical Informatics Officer
St. Vincent Health

Alan Snell, MD, MMM, serves as the Chief Medical Informatics Officer for St. Vincent Health, an integrated healthcare organization with 16,000 associates, 22 hospital sites and over $6 Billion annual revenue. In this role, he designs programs and implements new health information technologies in clinical settings. Currently, Dr. Snell is developing Telemedicine, Remote Patient Monitoring and other Telehealth demonstration projects with St. Vincents parent organization, Ascension Health, the nations largest not-for-profit healthcare system. He helped author a successful 2010 ARRA Beacon Community Grant program with Indiana Health Information Exchange and led a successful research project that ... (view full description)

Keith Toussaint

Executive Director, Business Development, Global Business Solutions
Mayo Clinic

Keith Toussaint is Executive Director of Collaborative Development at Mayo Clinic. There he focuses on collaborative global business development needs and initiatives of the Mayo Clinic enterprise and Mayo Clinic Global Business Solutions, with emphasis on collaborations and partnerships that support the design, development and delivery of products and services for Mayo Clinic's Affiliated Consumer Network strategies. Before joining Mayo, Mr. Toussaint was Principal Business Development manager for storage services at Amazon Web Services. These services included Simple Storage Service (S3), Elastic Block Storage (EBS) and Amazon Import/Export.
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Event Contacts for The Hospital Cloud Forum: From Meaningful Use to Meaningful Outcomes (Midwest)


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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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