This is a past event. To see the list of our current events, please click  HERE

Tom Adams

Managing Director
BDS Analytics

Tom Adams joined BDS Analytics in 2016 as managing director of its Industry Intelligence group. Tom has several decades experience at the cutting edge of financial and market research, forecasting the growth of some of the fastest growing industries ever. He began his career as senior analyst of new media technologies at Paul Kagan Associates. He founded Adams Media Research to focus on the impact of the digital technologies like the internet on media business models, consulting with the largest firms in Silicon Valley, Hollywood and Wall St. Prior to turning his attention to the cannabis industry, he served as managing director of the Technology Group at Markit IHS after the $20-Billion res ... (view full description)

Julia Arnsten

Chief of the Division of General Internal Medicine; Director of Medical Marijuana Program
Montefiore

Dr. Julia Arnsten is Professor of Medicine, of Epidemiology & Population Health, and of Psychiatry & Behavioral Sciences at Albert Einstein College of Medicine, and Chief of the Unified Division of General Internal Medicine (DGIM) in the Department of Medicine at Einstein/Montefiore. Her research interests are adherence with medication-taking, impact of substance use disorders on medical comorbidities, neurocognitive functioning among persons with substance use disorders, and medical cannabis. Dr. Arnsten has been continuously funded by the NIH since 1998, has published over 150 scientific manuscripts, and has been a member of over 50 NIH review panels.  Dr. Ar ... (view full description)

Jon Avidor

Executive Chairman
Shryne Group

Jon is an M&A professional with extensive experience in corporate transactions, including sales of companies to Bayer, LinkedIn, PayPal and Intel. He co-founded World Trade Ventures, an early-stage VC fund in New York, and The Urban Resource Project, a non-profit tackling poverty through technology. Jon is a licensed attorney in New York and California, and worked at Sullivan & Cromwell in New York and Goodwin in Silicon Valley. He holds a JD-MBA cum laude from Northwestern University.

Vivien Azer

Managing Director
Cowen and Company

Vivien Azer is a managing director and senior research analyst specializing in beverages, tobacco, and cannabis sectors. Vivien is the first senior Wall Street analyst to cover the emerging cannabis sector, resulting in notable global press coverage across media outlets such as CNBC, The Wall Street Journal, The Economist, Barron’s and Forbes.  Vivien’s coverage of the tobacco and cannabis sectors earned her industry accolades including a spot on Institutional Investor’s All-America Research Team on several occasions. She was also named to MJBiz Daily’s list of “20 Women to Watch in 2019” and selected by Business Insider as a “Rising Star of Marijuana Investing.” Viv ... (view full description)

Craig Behnke

Equity Research Analyst, Investor Intelligence
MJ Biz Daily Investor Intelligence

Craig has worked in the investment industry since 1993. Most recently he was a portfolio manager at USAA Asset Management where he ran two large cap growth funds with assets totaling $3.5 billion. Prior to that, he was a partner at Maple Capital Management, a registered investment advisory firm in Montpelier, Vermont. He also worked at Lexicord Capital, Founders Asset Management, and Alliance Capital Management. During his investing career, he has focused on the Healthcare, Consumer Staples, Industrials, and Technology sectors. Craig earned a MBA in Finance and Accounting from the SIMON School of Business at the University of Rochester, a BS in Economics from Rutgers University and is a CFA ... (view full description)

Jacqueline Bennett

Director
Sands Lane Capital

Roy Bingham

CEO
BDS Analytics

Roy Bingham is a Harvard MBA and former McKinsey consultant, a serial entrepreneur and founder of BDS Analytics. He grew up in the UK, was a banker/financier in London, then moved to the USA in 1993. He has spoken at numerous events, appeared on national TV, authored many articles and been a partner in Nutrition Business Journal – the leading business intelligence service for the natural products industry. Bingham started BDS Analytics after recognizing that the emerging cannabis industry lacked the kind of sophisticated, sales-based data that is both commonplace and essential in other, more established industries. In those industries, market research – and consumer behavior – drive ev ... (view full description)

Earl Blumenauer

Congressman Oregon's 3rd District
The United States House of Representatives

For more than 40 years, Congressman Earl Blumenauer (OR-03) has fought for the reform of our outdated marijuana laws.   As an Oregon state legislator, Blumenauer worked to pass the Oregon Decriminalization Bill of 1973, which abolished criminal penalties for possession of small amounts of marijuana.   Elected to the U.S. House of Representatives in 1996, he has championed several legislative efforts to protect medical marijuana patients, allow the federal government to tax and regulate marijuana, and normalize taxes and banking for marijuana businesses in states where it is legal.    As founder of the Congressional Cannabis Caucus, Earl is one the biggest ... (view full description)

Benton Bodamer

Member
Dickinson Wright PLLC

Benton Bodamer is a Member in the Columbus, Ohio office of international law firm Dickinson Wright. He has represented a wide range of public and private companies, as well as many of the leading international private equity sponsors. Benton regularly advises clients on complex domestic and cross-border mergers and acquisitions, leveraged buyouts, joint ventures, minority investments, divestitures, and restructurings. He is an Adjunct Professor at The Ohio State University Moritz College of Law, where his Fall 2018 course, "Cannabiz," explores common transactional structures and the evolving regulatory framework of the global cannabis industry, including regulation of non-psychoa ... (view full description)

Alec Burkin

Director of Business Development
Abacus Health Products

Alec Burkin is the Director of Business Development at Abacus Health Products, Inc. As the second employee of Abacus, he built the organizational infrastructure of the now publicly traded company (OTCQX:ABAHF). Alec manages the Abacus Tel Aviv office and received his MBA from Tel Aviv University.
 

William Caruso

Partner
Archer & Greiner, PC

William J. Caruso serves as Partner and the Chair of Archer’s Cannabis Law practice. He is a long-time public policy adviser and founding member of the New Jersey United for Marijuana Reform steering committee. Prior to joining Archer, Bill served nearly five years as the Executive Director of the New Jersey Assembly Majority Office in Trenton where he helped to write the state’s first medical cannabis law. He was responsible for developing and implementing the Assembly’s policy agenda, and, as top aide to the Speaker, served as lead staff negotiator on all policy matters and as liaison to the Governor’s office, Senate and state departments. Prior to taking the Assembly post, Mr. Caruso serv ... (view full description)

Anthony Coniglio

CEO
NewLake Capital Partners, Inc.

Anthony Coniglio is CEO of NewLake Capital Partners, a newly formed company focused on acquiring specialized industrial and retail properties to be leased to state-licensed cannabis operators.  With one of the largest, non-captive, initial capital raises in the cannabis real estate industry, NewLake is focused on serving a diverse group of high-quality cannabis companies.  Our Board and Management team bring over 150 years of experience from highly successful companies such as GTI, Pearlmark, Innovative Industrial Properties, CBRE, Equity Group Investments, Prologis, Meridian Capital, JPMorgan, The Carlyle Group and Goldman Sachs.  Additionally, our Board has significant public company exper ... (view full description)

Carlos Curbelo

Strategic Adviser
Cannabis Trade Federation

Carlos Curbelo was born in Miami, Florida in 1980, to political refugees who fled tyranny and oppression Cuba. He was educated in the public school system and then at Belen Jesuit. From there he became a student at the University of Miami where he obtained a Bachelor's in Business Administration while majoring in Political Science. He later returned to UM for a Masters in Public Administration.    In 2002, after earning his first college degree, Carlos founded a media and public relations firm which he managed successfully for over 10 years doing work for a wide array of local and international companies as well as political campaigns and policy initiatives. In 2009, Carlos took ... (view full description)

Jay Czarkowski

CEO & Co-Founder
Canna Advisors

Jay Czarkowski is an influential cannabis entrepreneur, investor, and advocate. A well-connected and respected industry insider, Jay and his team have helped build cannabis businesses in 29 states and internationally. As Founding Partner at Canna Advisors, Jay forges new avenues in the legal cannabis market with informed agility and strategic sophistication. A foremost authority on real estate development and cultivation design, Jay has held a commercial general contractor license since 2002. Working on multiple cannabis design projects throughout the U.S., Canada, and Puerto Rico, Jay focuses on highly automated, sustainable facilities with a niche in the greenhouse sector. Know ... (view full description)

Harry DeMott

Executive Chairman
Proper

Harry DeMott is the founder and executive chairman of Proper (www.aproperhigh.com), a cannabis business helping consumers to find the right branded cannabis product for every situation. He serves on the board of Australis, (AUSAF: OTCMKTS) and was one of the original investors in Columbia Care. He also serves on the advisory board for Kin Slips and is an active investor in the space. Outside of cannabis, Harry chairs the comp committee at Workhorse (WKHS) a maker of electric delivery vehicles, and serves as a General Partner at Raptor Ventures LP. A former Institutional Investor ranked analyst at First Boston in the 90’s, Harry has spent years as an analyst and investor before making the jum ... (view full description)

Vikas Desai

Partner
WelCan Capital

Vikas Desai is a co-founder and partner at WelCan Capital, a venture capital firm focused on impact investing in the cannabis industry. WelCan invests in high-impact, foundational companies across early-stage, plant touching and ancillary businesses. Prior to WelCan, Vikas was a private equity investor at Oaktree Capital Management, a $100+ billion alternative asset manager, where he focused on opportunistic real estate investments and completed over $2+ billion in transactions. Prior to Oaktree, Vikas began his career at Morgan Stanley as an investment banking analyst, focusing on real estate M&A and capital markets. Vikas has also personally invested in multiple technology companies an ... (view full description)

Arnaud Dumas de Rauly

Chief Executive Officer
The Blinc Group

Arnaud is currently the Co-founder and CEO of The Blinc Group, a company founded to innovate, manufacture and distribute safe, consistent vaping products. Arnaud leads and evaluates operations of the company through international marketing, communication and public relations. Arnaud also serves as the Chair of the ISO Standards Committee on Vapor Products and the CEN Standards Committee on Vapor Products.

Nic Easley

CEO & Managing Director
Multiverse Capital

Nic Easley is a globally recognized cannabis industry expert and a sought-after writer, panelist, and keynote speaker for many top conferences and publications. He is the CEO and Managing Director of Multiverse Capital™, a cannabis venture firm, and the founder and CEO of 3C Consulting, LLC, the leading global strategic cannabis consulting firm. Nic and his team have worked in 16 countries, 34 U.S. States, and two territories assisting nearly 500 cannabis companies across all sectors of the industry. He is known for his passionate commitment to introducing demonstrated best practices from other industries into the cannabis space. His industry-leading track record of building stro ... (view full description)

Laura Eisman

Co-Founder
Her Highness

Laura Eisman is co-founder of Her Highness NYC, a cannabis lifestyle brand focused uniquely on women. Her Highness reimagines cannabis with female-friendly formulas and high-end design to create products in sync with the way women live. Laura is an award-winning creative director and several-time entrepreneur, best known for founding Girlshop.com, fashion’s pioneer e-commerce site, in 1998. Purveyor of over 200 cutting-edge designers, with a flagship store in NYC’s Meatpacking District, Girlshop became the premier destination and authority for trend-making style at a time when investors couldn’t believe people would actually buy clothing on the Internet. The brand’s cool, relatable viewpoint ... (view full description)

Ashley Elsner

CEO
Artery Pay

Ashley Elsner is CEO and Founder of Artery Pay.  She is a FinTech expert with 14 years of global financial law, regulation and operations experience.  Prior to Artery Pay, Ashley cofounded and was Vice President of Operations for Greenshoe Asset Management, an online hedge fund investment platform.  She managed the investment process and financial regulatory compliance of $600M+ transactions for Bessemer Venture Partners in their legal and operations group, including interests and responsibilities for LinkedIn’s IPO and Amazon’s acquisition of Diapers.com, among many other exits, and developing the regulatory compliance strategies for India’s new Foreign Venture Capital Investors and Foreign ... (view full description)

Brett Finkelstein

Co-Founder & Managing Director
Phyto Partners LP

Brett Finkelstein has over 15 years of private equity experience in addition to his years of investment banking experience. He currently serves as the Co-Founder and Managing Director of Phyto Partners LP, and is responsible for investment origination, due diligence, deal structuring, and negotiation, along with activist roles in Phyto’s portfolio companies. Prior to Co-Founding Phyto Partners LP, Brett was a principal at Skyvest Capital Partners LLC. Skyvest invested across all asset classes, but had a core focus on real estate and early stage companies. As a transactional entrepreneur and a relationship focused advisor, he has been involved in founding, structuring, funding, and operationa ... (view full description)

Al Foreman

CIO
Tuatara Capital LP

Al Foreman has over 20 years of professional experience in private equity, corporate finance, and financial technology, and a broad transaction history that includes the origination, structuring, and execution of debt, equity, and mergers and acquisitions transactions globally. Mr. Foreman is currently a Partner and the Chief Investment Officer of Tuatara Capital, L.P. a cannabis-focused alternative investment manager.  In this role Al is responsible for formulating Tuatara’s macro investment strategy and for the structuring and oversight of portfolio investments. Prior to co-founding Tuatara in 2014, Al was a Managing Director with Highbridge Principal Strategies, LLC, a $35 billion a ... (view full description)

Rachel Gillette

Partner
Greenspoon Marder LLP

Rachel Gillette is a shareholder at Greenspoon Marder. She focuses her practice on marijuana/cannabis business licensing and regulatory compliance, business law and transactions, contract drafting and review, civil litigation, corporate formation, and tax matters, including audit representation. She has vast experience in representation of cannabis and hemp businesses, having represented state and locally licensed marijuana and hemp businesses in Colorado since 2010.
 

Howard Goodwin

Partner
Intrinsic Capital Partners

For the last 18 years, Dr. Goodwin has demonstrated a proven acumen investing in healthcare businesses at top investment firms, including Maverick Capital, Citadel Investments and, most recently, as a portfolio manager at Millennium Partners.  Dr. Goodwin began his investment career at Graham Partners, a middle-market private equity firm.  Prior to beginning his investment career, Dr. Goodwin received his medical degree from Thomas Jefferson University.

Scott Gordon

Founder & CEO
Silver Spike Capital

Scott Gordon, with more than thirty years in portfolio management, is the Founder and Chief Executive Officer of Silver Spike Capital, a multi-product investment manager focused on the burgeoning cannabis and related health and wellness industries.  In addition, he is Chairman of the board of directors of Silver Spike Acquisition Corp. (NASDAQ: SSPKU) and has served as Chief Executive Officer since its inception.    In August, Silver Spike Acquisition Corp. completed a successful IPO listing on the NASDAQ.  More than forty North American institutional investors participated—including a prominent Canadian public pension fund.  The transaction raised US$ 250 million and ranked amon ... (view full description)

Jade Green

CEO
CannaMLS.com

After starting college at just sixteen years old, Jade graduated with an honors degree in Biochemistry from the University of Florida at the age of twenty. Jade started her first company in the medical sector at age twenty-one when she was approached by a company in Florida applying for a medical marijuana license. Jade helped write the application and became a partner and investor in the company, which was awarded one of the first five vertically integrated licenses to produce medical marijuana products in the state. After seeing the success from her first cannabis initiative, Jade sold her medical company at the end of 2015 and moved to Los Angeles to focus on cannabis full-time. There, sh ... (view full description)

Scott Greiper

President
Viridian Capital Advisors, LLC

Mr. Greiper has had a highly successful 30-year career on Wall Street and in his own businesses, with a focus on helping to back and build emerging growth companies. He is the Founder and President of Viridian Capital Advisors, LLC, a financial and strategic advisory firm dedicated to the medicinal and legal cannabis market. Viridian provides market intelligence, investment banking, and corporate development services to emerging growth companies in the cannabis sector. Its banking practice, through broker-dealer Pickwick Capital Partners, LLC (Member FINRA/SIPC), provides capital and M&A to fund the growth of Viridian's clients, while its advisory practice helps to position and bui ... (view full description)

Matt Hawkins

Managing Partner
Entourage Effect Capital

Matt Hawkins is the founder and managing principal of Cresco Capital Partners, LLC (“CCP”), a private equity firm focused specifically on investing in the legalized cannabis industry.  Since its inception in the summer of 2014, CCP has deployed close to $100 million into over 40 companies out of its two dedicated funds and co-investment vehicles.  Matt brings an extensive background in building large alternative investment firms and scaling the companies he invests in.. Prior work highlights:  Partner and President, Tucson Capital Partners - Private equity firm focused on multifamily residential and self-storage assets. Between 2008 and 2013, the company completed more than 55 bank-direct ac ... (view full description)

Steven Hawkins

Executive Director
Marijuana Policy Project

Steven Hawkins is Executive Director of the Marijuana Policy Project, the most effective organization in the United States advancing legalization of cannabis for adult use and medical treatment.  He has held a number of leadership positions within the nonprofit sector, including Executive Vice President of the NAACP, Executive Director of Amnesty International USA, President of the Coalition for Public Safety and Executive Director of the National Coalition to Abolish the Death Penalty.  He began is his career as a civil rights attorney, largely representing persons facing the death penalty throughout the country. He is a graduate of Harvard College and NYU School of Law.

Jeffrey Howard

Managing Partner
Salveo Capital

Managing Partner at Salveo Capital, a private investment fund focused exclusively on the legal cannabis sector.  The Fund is based in Chicago, IL and was formed to invest in emerging growth companies within the cannabis sector which include ancillary service providers as well as "plant-touching" businesses.  Ancillary sectors of interest include: software & data analytics; ag-tech; biotech & pharma; business services; and branding & licensing.  In addition, the fund is focused on cultivation, processing, infused products, MSO's, SSO's, and other "plant-touching" opportunities.  International opportunities outside of the US and Canada will be considered on a select basis.   ... (view full description)

Rob Hunt

Founder & Managing Member
Linnaea Holdings

Robert ("Rob") Hunt is the founder and managing member of Linnaea, a private equity based business created with the express purpose of rolling up and managing California based cannabis assets. In total, he has more than 14 years of experience in cannabis as an attorney, consultant, operator, and investor. Formerly Rob was the founder and manager of Shingle Hill, a boutique consultancy and market intelligence firm for the cannabis industry where he specialized in assisting his clients with legislative and policy issues, due diligence, and the structuring complicated financial instruments. Through this work, Rob has helped his clients navigate a rapidly evolving legal and regulator ... (view full description)

Hirsh Jain

Director of Government Affairs
Caliva

Hirsh Jain is the Director of Government Affairs at Caliva, and is motivated to work in cannabis policy by a long-standing appreciation of the power of the plant to improve people’s lives. Hirsh was previously the West Coast Director of Government Affairs at MedMen, overseeing the company’s work in California, Arizona and Nevada. Before working in cannabis, Hirsh spent several years as a Senior Government Affairs Manager at Airbnb in San Francisco, helping build the company’s global policy team up from 30 to 300 people. Hirsh has also worked in McKinsey & Company’s Public Sector Practice in New York City, working to drive improvements in government performance. Hirsh has ... (view full description)

David Joyce

Congressman Ohio's 14th District
The United States House of Representatives

A lifelong Ohioan, Dave has dedicated his life to family and community. Born in Cleveland, Ohio in 1957, Dave’s father, a WWII veteran, was a salesman and mother a proud housewife. Dave had three siblings and grew up playing all sports. Dave graduated from West Geauga High School and went on to receive his BA in Accounting, and Juris Doctorate, from The University of Dayton. Upon graduation, he moved back to Cuyahoga County and worked as a public defender. While running for County Prosecutor in 1988, Dave met a fellow West Geauga High School grad, Kelly, whom he married in 1990. Throughout his service as the Geauga County Prosecuting Attorney, Dave built a reputation as being a protect ... (view full description)

John Kagia

Chief Knowledge Officer
New Frontier Data

John Kagia is considered to be one the pioneering thought leaders in the cannabis industry. He has developed market leading forecasts for the growth of the industry, uncovered groundbreaking research into the cannabis consumer, and led the first-of-its-kind analysis of global cannabis demand. Kagia is a sought-after speaker and his presentations have been regarded as some of the most thought provoking and rich updates on key trends shaping the industry.  He is widely quoted in countless publications (NYT, WaPo, CNN, Fortune, BBC, ABC) and has played an active role in advising lawmakers and regulators looking to establish and regulate cannabis industries.  Leveraging ... (view full description)

Rob Kampia

Executive Director
Marijuana Leadership Campaign

Rob previously co-founded the Marijuana Policy Project in 1995 and served as its executive director for 23 years, leaving MPP in 2017 to found the Marijuana Leadership Campaign, which is based in Austin and Washington, D.C. Rob grew up in the suburbs of Philadelphia in Harleysville, Pennsylvania. In 1986, he graduated as valedictorian of his class at Souderton Area High School, and in 1993 he graduated with honors from Penn State University with a bachelor’s degree in Engineering Science and a minor in English. In the middle of his seven-year tenure at Penn State where he had a full scholarship, he served three months in a county prison near State College after being ... (view full description)

Steve Kaplan

Head of Capital Markets
Ladenburg Thalmann & Co. Inc

Steve Kaplan serves as Head of Capital Markets for Ladenburg Thalmann & Co. Inc.  He has worked in the financial community for over 25 years and has substantial experience advising companies in a wide variety of industries. He joined Ladenburg in 2004 and Co- Founded its Yield Oriented Equity Group  in 2008. This group focuses on publicly traded REITs, BDCs and MLPs and has completed nearly 400 debt and equity offerings.    Prior to Co-Founding this group, Mr. Kaplan Co-Founded Ladenburg’s SPAC practice.  That practice grew to be one of the largest SPAC practices on Wall Street and completed over 40 SPAC IPOS.  Prior to joining Ladenburg, Mr. Kaplan was a co-founder of River Capital Part ... (view full description)

Matt Karnes

Founder & Managing Partner
GreenWave Advisors

Matthew (Matt) Karnes has over 20 years of diverse finance and accounting experience. Prior to founding GreenWave Advisors LLC in 2014, Matt worked in equity research focusing on the Radio Broadcasting and Cable Television industries for First Union Securities. Matt also covered Satellite Communication at SG Cowen and in addition, worked with the top ranked Consumer Internet analyst at Bear Stearns & Co – this team was consistently recognized by the Institutional Investor’s “All America Research Team”.  As a sellside equity analyst, Matt authored and co-authored numerous emerging industry research reports including such names as Google, Sirius, XM Satellite Radio, DIRECTV and EchoStar Co ... (view full description)

Chris Leavy

Partner
Shire Capital Advisors

Chris Leavy is a partner with Shire Capital Advisors, where he leads an investment group that has deployed over $100 million into private transactions in the cannabis industry. Chris is currently on the board of Ascend Wellness Holdings and the advisory board of Norcal Cannabis Company. He was named 20 People to Watch by Marijuana Business Magazine and was formerly the Co-Chairman of the Investment Committee for MedMen Opportunity Fund II.   Chris brings over two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a Managing Director at BlackRock, Chris oversaw $115 billion of fundamental equities and was a member of t ... (view full description)

Neal Levine

CEO
Cannabis Trade Federation

Neal Levine is an entrepreneur, nationally recognized expert in both cannabis policy and ballot initiative/independent expenditure campaigns, and a leading national advocate for the cannabis industry. Neal co-founded and serves as the CEO of the Cannabis Trade Federation (CTF), which is a national coalition of cannabis-related businesses that represent all aspects of the industry including cultivators, dispensaries, wholesalers, distributors, and ancillary businesses.   Prior to forming CTF, Neal served as Senior Vice President of Government Affairs at LivWell Enlightened Health, one of the largest employers in the cannabis industry. In this role Neal led the company’s government ... (view full description)

Steve Malloy

CEO
PharmaRolly Holdings BV

Mr. Malloy is the founder and CEO of PharmaRolly Holdings B.V.  PharmaRolly has obtained Federal approval to cultivate medical cannabis and is actively developing a facility in Europe for export. The facility has over 1 million square feet of land for greenhouse grow together with an over 40,000 sq feet building for fully indoor, cultivation and extraction of medical THC & CBD products in accordance with GMP standards.  PharmaRolly expects to commence cultivation operations shortly.
 

Glenn Mattson

VP Equity Research
Ladenburg Thalmann

Glenn Mattson is currently VP Equity research focusing on technology and cannabis at Ladenburg Thalmann. Mr. Mattson has Over 20 years’ experience as an equity analyst focusing on all subsectors within the technology segment. Prior to joining Ladenburg, he served as Senior Equity Analyst, Technology at Sidoti and Co., where he was the number one- or two-ranked analyst by Bloomberg. Previous experience includes 13 years on the buy-side at First Investors and GTK Capital. Bachelor Degree from Manhattan College
 

Brian Mitchell

Co-Founder & CEO
Shryne Group

Brian is an accomplished entrepreneur with a successful track record in the construction and cannabis industries. His businesses currently employ hundreds of people in communities across California. Most recently, Brian led the vertical integration of the Shryne Group, a cannabis holding company with roots in the Golden State, and licenses and operations that cover the full span of the largest legal cannabis market in the world. Today, the Shryne Group is a profitable enterprise with unlimited upside.

Barbara Paley

Founder and CEO
Art Assets

BARBARA (BOBBI) KOZ PALEY Art Assets LLC Founder and CEO   Bobbi Koz Paley is a ChangeMaker with a proven track record of identifying cultural shifts, investing early, and creating connections across multiple industries and sectors.  She has been on the cusp of myriad cultural trends in her lifetime, establishing herself as an early player in real estate, art, and Cannabis before they were asset classes.  A pioneer in Design Thinking, Bobbi has consistently embraced innovation and the opportunity to create value.   In 2014, anticipating the looming cultural, economic and technological transformations in the Cannabis industry, Bobbi partnered with her son, ... (view full description)

Amy Peckham

CEO
Etain, LLC

Amy K. Peckham (CEO) is charged overseeing Etain, LLC  which is New York's only Women Owned and Family operated licensed Medical Marijuana Registered Organization.  In addition to overseeing the corporate mission for expansion to other markets, Amy specifically focuses on day-to-day concerns for Community Relations and Marketing. Ms. Peckham attended Catholic University in Washington, DC, and received her bachelor' s degree from Iona College, in New Rochelle, New York. Her extensive experience includes 15 years as a paralegal, and holding Corporate Secretary and Management Advisor responsibilities in Peckham Family Holdings, Inc., also a family-owned construction material company operating t ... (view full description)

Tahira Rehmatullah

Partner
Big Tent Ventures

Tahira Rehmatullah is President of T3 Ventures Advisory, Partner of Big Tent Ventures and Ceylon Solutions, and member of the board of directors for Akerna Corp. From brand building to hedge funds, Tahira has previously held positions at Hypur Ventures, MTech Acquisition Corp., Marley Natural, Privateer Holdings, City First Enterprises, Perry Capital, and Ernst & Young. She is an investor and advisor to numerous cannabis businesses and entrepreneurs, including the advisory board of The Initiative and the Last Prisoner Project, and is dedicated to developing female and minority leadership in the industry. Tahira earned her MBA from the Yale School of Management and B.S. in Finance from Th ... (view full description)

Paul Rosen

Managing Partner
BreakWater Venture Capital

Paul Rosen is a noted career entrepreneur, management consultant and public speaker. Over the last 7 years, he has become one of the most active entrepreneurs and investors in the emerging global cannabis industry. Paul is a co-founder and CEO of Pantry (@pantryfoodco), a cannabis focused start up in the functional food market. Paul Rosen was a co-founder of PharmaCan Capital Corp. (NASDAQ: CRON; TSX: CRON) and served as President and CEO for three and a half years. Paul sits on the Board, and chairs the Audit Committee, of iAnthus Capital Holdings (IAN.CN), and sits on the Board of Hill Street Beverages (BEER.TSX.V). Paul is the Managing Director of BreakWater Venture Capital and has invest ... (view full description)

Peter Rosenberg

Partner
Merida Capital Partners

Peter Rosenberg is a partner and member of the Investment Committee at Merida Capital Partners, a New York based private equity fund focused on investing in the cannabis industry.  Peter has 30 years of experience in the financial services industry, where he has focused on leveraged finance, capital markets, strategic advisory, private equity and asset management. Throughout his career, he has executed capital raising, mergers and acquisitions, and restructuring transactions.  Before joining Merida, Peter was a Managing Director at Duff & Phelps as a Mergers and Acquisitions investment banker specializing in the Consumer and Retail sectors.  Previously, Peter was a Managing Director with ... (view full description)

Codie Sanchez

Managing Director
Entourage Effect Capital

Codie Sanchez is a Managing Director and Partner at Cresco Capital Partners, a private equity firm focused specifically on investing in the legalized cannabis industry.  Since its inception in the summer of 2014, CCP has deployed close to $100 million into over 40 companies out of its two dedicated funds and co-investment vehicles. Prior to CCP she previously lead First Trust's Latin America Investment business and held positions at Goldman Sachs, State Street, and Vanguard. She started her career as a journalist where she won the JFK award and the Howard Buffett Foundation grant for covering human trafficking. Sanchez is a pundit and columnist on investing, cannabis and startups, highlighte ... (view full description)

Diane J. Savino

New York State Senator
The New York State Senate

New York State Senator Diane J. Savino (Democrat, Independent, Staten Island-Brooklyn) was born and raised in Astoria, Queens and was educated at Most Precious Blood Elementary School and Dominican Commercial High School.  She received her Bachelor’s Degree in Psychology with a minor in Sociology from St. John’s University and has a degree in Industrial and Labor Relations from Cornell University.   Diane Savino has dedicated her entire professional career towards improving the lives of working families. She began her career in public service as a caseworker for New York City’s Child Welfare Administration, providing direct assistance to abused and neglected children.    ... (view full description)

Rob Sechrist

President
Pelorus Equity Group

Rob is the Co-Founding President of Pelorus Equity Group and Co-Manager of the Pelorus Fund, a cannabis-focused CRE debt fund. He has more than 20 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $215,000,000 in secured real estate transactions and deployed more than $55M into the cannabis sector. Rob’s primary role at Pelorus Equity Group is raising capital for the Pelorus Fund and the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the direction ... (view full description)

Sara Brittany Somerset

UN & Cannabis Correspondent
United Nations

Sara Brittany Somerset is a United Nations-based cannabis correspondent, global drug policy analyst and communications expert. Her work has been syndicated worldwide in various media outlets from The New York Times to High Times. She was formerly the United Nations Bureau Chief for the latter, establishing the first cannabis news desk which she now helms for Forbes online. As a foreign correspondent, Sara Brittany covered cannabis during the blood diamond wars in Sierra Leone. In 2018, she received an AxisWire Star Media Award for Best Freelance Cannabis Writer. Her coverage has a penchant for social justice issues, equality, and quality branding.    As a public speaker, "SB" has ... (view full description)

Will Stewart

SVP Corporate & Public Affairs
Harvest One

A well-known strategist, media spokesperson, and advocate Will has spent almost 20 years in public affairs in Canada and is currently the Senior Vice President of Harvest One Cannabis. Will spent over a dozen years as Managing Principal of a leading public affairs firm where he consulted for some of Canada’s largest entities as well as more than a dozen legal cannabis companies.  Prior to his time as a consultant, Will was Chief of Staff to a cabinet minister in Ontario through a number of portfolios .   He also serves as the Chair of the Ontario Advertising Review Board and has been awarded the Queen’s Diamond Jubilee Medal for his contributions to Canadian public policy. He is ... (view full description)

Jeanne Sullivan

General Partner
The Arcview Group

Jeanne M. Sullivan – Advisor, Investor, Speaker is passionate about delivering ideas – information – and inspiration to entrepreneurs and is a fierce advocate for reform, and  lifting the stigma - in the Cannabis industry. Jeanne is a co-founder of a NYC-based venture capital firm and long -time tech investor, now cannabis investor and advisor.   She is active with the Arcview Group – an organization with more than 600+ investors and we have invested more than $250 million into the cannabis sector and now serves as Managing Director establishing many investment platforms for the Arcview Group.      Ms. Sullivan is a sought-after industry speaker on the cannabis s ... (view full description)

Andrew Thut

CIO
4Front Ventures

Andrew was an early investor in 4Front, joining the company full time in 2014. He brings to the team a wealth of financial-management experience and business acumen having previously served as managing director of the BlackRock Small Cap Growth Fund at BlackRock Advisors LLC. During his 11-year involvement, the $2 billion fund ranked in the top five percent of all domestic small cap growth funds. He also had past stints at MFS Investment Management and BT Alex Brown. Since joining 4Front, he has immersed himself in every facet of the cannabis industry, from the relevant financial drivers of the industry to hands-on experience with dispensaries and cultivation facilities.
 

Jon Trauben

Partner
Altitude Investment Management, LLC

Jon is a founding partner at Altitude Investment Management.  Altitude is a leading investment firm focused exclusively in the cannabis industry having invested in 17 companies spanning the industry.  Jon brings a wealth of experience and management expertise as an investor with a 25-year record as a seasoned commercial real estate investor, capital markets and finance executive. He has held senior positions on Wall Street while at Barclays, Credit Suisse, Cantor Fitzgerald and Hunt Companies where he was a business leader, lender, trader and investor. Jon has been involved in over $50 billion of transactions.  Jon is currently a board member on several of Altitude’s portfolio companies as w ... (view full description)

Nicholas Vita

CEO
Columbia Care

Nicholas has over 25 years of experience serving in corporate leadership roles, investing capital, structuring and funding public/private partnerships and providing strategic advisory services to Fortune 500 companies throughout the U.S., Europe, Asia and Latin America. Prior to Columbia Care, Nicholas was a Partner and served as the Chairman of the Investment Committee at Apelles Investment Management, LLC, a private investment management company focused on the healthcare and privatized military infrastructure sectors. Before Apelles, Nicholas was a General Partner, member of the Investment Committee, and the Portfolio Manager for the Healthcare Sector at ARX Investment Management, a multi- ... (view full description)

Melissa Waite

Member
Dickinson Wright PLLC

Melissa is a Member in the firm’s Real Estate Department and practices in the areas of privilege licensing, business transactions and real estate transactions. After establishing a broad transactional practice handling a wide array of corporate and real estate transactions, she expanded her practice to include medical marijuana, followed by recreational marijuana, hemp and CBD. Since 2013, Melissa has been advising clients on emerging legal issues related to marijuana establishments and ancillary marijuana businesses operating in Nevada. She has assisted cultivators, producers, dispensaries, distributors and testing labs in maintaining compliance in a highly regulated market, obtaining state ... (view full description)

Jonathan Weiss

Partner
Greenspoon Marder LLP

Jonathan Weiss is a partner with the Real Estate practice group at Greenspoon Marder LLP. Mr. Weiss has extensive experience in Corporate Real Estate with an emphasis on representing large global companies in leasing, subleasing, development, acquisition, disposition, and financing of office space throughout the U.S. and internationally. Mr. Weiss works closely with senior real estate executives and in-house counsel in structuring complex leasing, purchase and sale transactions, as well as advising his clients on the day-to-day real estate challenges that companies with large and diverse real estate portfolios encounter. In addition, Mr. Weiss is regularly calle ... (view full description)

David Wenger

Founder
GRA Capital Holdings

David Wenger is an attorney and longtime cannabis industry investor, managing a portfolio invested since 2016 in privately-held and public US and foreign cannabis companies.   David wrote a seminal White Paper on the US cannabis industry, "The Green Regulatory Arbitrage: A Case for Investing in US Multi-State Vertically-Integrated Cannabis Companies" (New Cannabis Ventures, Sept 2018), widely read across the world.   David is a member of the US Senate Cannabis Working Group and the US House of Representatives Cannabis Working Group. David is also a member of Bhang Corporation’s Global Advisory Council, an Arcview Group lifetime investor member and advisor, and a membe ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for IC3 - The 3rd Institutional Capital & Cannabis Conference (East)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password