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Emmanuel Aidoo

Head of Digital Asset Markets
Credit Suisse

Emmanuel Aidoo is Head of Digital Asset Markets at Credit Suisse. He is responsible for leveraging digital asset markets as an Equities platform combining the expertise in Electronic Products with CS’ industry leadership in Distributed Ledger Technology for the Global Markets division. Emmanuel joined Donaldson Lufkin and Jenrette in 1997 from Caspian Securities as the EMEA IT Head for Emerging Markets. He remained with CS after DLJ was acquired in August 2000, and has held a variety of senior roles including Global Head of Debt Capital Markets Technology, Global Head of Leverage Finance Technology, and Global Head of Solutions Delivery before leading Credit Suisse’s distributed ledger ... (view full description)

Jeff Bandman

Founder & CEO
BlockAgent

Jeff Bandman is Founder and CEO of BlockAgent Inc., a new independent SEC-registered transfer agent focused on blockchain-based digital securities.  BlockAgent is the new regulated market infrastructure bringing trust and compliance to digital securities.    He previously established Bandman Advisors, an advisory practice helping clients ranging from start-ups to global firms meet strategic innovation and regulatory challenges to find new business opportunities. Bandman Advisors bridges the gap between business and regulation.     Jeff is widely recognized as a thought leader, speaker and educator on blockchain and cryptoasset law, regulation and policy.  He is co-Fou ... (view full description)

Rahul Banerjee

Founder & CEO
Bondevalue Pte Ltd

Bondevalue has created the world’s first DLT based bond exchange, based out of Singapore. Previously, Rahul was the Global Head for International Corporates, Financial Market Sales at Standard Chartered Bank. Over the course of his career he has worked in leadership positions  at Nomura Securities Singapore, Credit Suisse and Citibank. He graduated from Delhi College of Engineering and did his MBA from the Indian School of Business (Deans List), where he received the HSBC scholarship for leadership.  He holds two patents in his name. Rahul lives in Singapore with his wife and two daughters. ... (view full description)

Brian Behlendorf

Executive Director
Hyperledger

Brian Behlendorf is the Executive Director of Hyperledger Project. Behlendorf was a primary developer of the Apache Web server, the most popular web server software on the Internet, and a founding member of the Apache Software Foundation.

He has also served on the board of the Mozilla Foundation since 2003 and the Electronic Frontier Foundation since 2013. He was the founding CTO of CollabNet and CTO of the World Economic Forum. Most recently, Behlendorf was a managing director at Mithril Capital Management LLC, a global technology investment firm.

Patrick Berarducci

Global Fintech Co-head
ConsenSys

Pat is the Global Fintech Co-Head at ConsenSys, a global blockchain company. Pat focuses on strategy, product and public policy development across Fintech, Digital Assets, Decentralized Finance and DAOs, public and private enterprise blockchain solutions, and emerging crypto asset classes. Pat is also the co-chair of The Brooklyn Project, an innovative “open source” industry initiative to develop blockchain-focused policy, thought leadership, technology, and products, all with the aim of protecting and empowering consumers. Prior to joining ConsenSys, Pat co-founded and was the software architect and full-stack developer of a health-tech startup. Pat also worked ... (view full description)

Michael Bodson

President & CEO
DTCC

Michael C. Bodson is President and Chief Executive Officer of DTCC. He is also President and Chief Executive Officer of DTCC’s principal operating subsidiaries, DTC, FICC and NSCC and a member of DTCC’s Board of Directors.   In his prior position as DTCC’s Chief Operating Officer, Mike had enterprise-wide responsibility for all Information Technology and Operations and oversaw DTCC Deriv/SERV LLC and EuroCCP. He previously served as Chairman of various DTCC subsidiaries, including Deriv/SERV and Omgeo.   Mike joined DTCC in 2007 as Executive Managing Director for Business Management and Strategy. Prior to this, he held a number of senior management positions with Morg ... (view full description)

Bill Borden

Corporate VP of Financial Services
Microsoft

Bill Borden is the corporate vice president of Financial Services at Microsoft. As the head of Microsoft’s worldwide financial services business, he leads the development and execution of Microsoft’s multi-year growth and compete strategies, as well as go-to-market investments, across the global financial services industry (FSI) to support its FSI customers in their digital transformation journeys.As Microsoft’s thought leader in financial services, Borden came to the company with a distinguished, 20-plus year career in the industry holding various senior leadership positions at some of the largest banki ... (view full description)

Sunil Challa

Director, Business Architecture
Barclays

Justin Chapman

EVP - Global Executive Securities Services/ Global head of market advocacy and innovation
Northern Trust Corporation

Justin Chapman leads Northern Trust’s Market Advocacy & Innovation Research organization. He provides strategic leadership with respect to innovation, financial technology and regulation.  This involves researching and framing new market and technology innovations to drive profitable business growth and operational efficiencies. He also coordinates Northern Trust’s key industry associations and regulatory engagements aligned to the bank’s strategic innovation initiatives. With 30 years in the securities industry, he has a diverse background covering the following roles; Equity Trading, Head of Trade Architecture, Global Head of Strategic Implementation, Global Head of Change ... (view full description)

Chris Church

Chief Business Development Officer
Digital Asset

Chris Church is the Chief Business Development Officer at Digital Asset. He is responsible for establishing and growing the company’s strategic relationships with clients, partners, industry groups and strategic investors. Chris spent more than seven years as Chief Executive Officer of SWIFT Americas and Global Head of Securities. He was part of the executive team that founded Radianz, Inc, the world's largest extranet. At Radianz, his responsibilities included global sales and marketing before BT acquired the Company in 2005. Chris has held senior management roles at ... (view full description)

Tal Cohen

Executive VP & Head of North American Market Services
NASDAQ

Tal Cohen is Executive Vice President and Head of North American Market Services at Nasdaq. In this capacity, he is responsible for client relations and driving growth across cash equities, derivatives, commodities, clearing and trade management services across Nasdaq’s U.S. and Canadian businesses. Prior to joining Nasdaq in April 2016 as the Senior Vice President of North American Equities, Tal was the Chief Executive Officer of Chi‐X Global Holdings, LLC from 2010 to 2016. From 2008 to 2010, he served as CEO of Chi‐X Americas. Prior to joining Chi-X, Tal held several senior leadership roles at INSTINET, including Senior Vice President of Business Development and Product Strate ... (view full description)

Michael Collier

Director, GTB Product Management
Deutsche Bank

Mike Collier brings with him a wealth of Securities Services experience covering all aspects of the post-trade value chain with previous tenures at Euroclear, Cantor Fitzgerald and UBS. Mike joined Deutsche Bank in 2009, and has held a number of leadership roles in asset servicing operations, market advocacy and his current role Securities Services product management. Within product management, Michael plays a key role in the future roadmap of the custody product and supporting clients in the delivery of both strategic solutions and regulatory compliance. Mike is continuing his work on driving several E ... (view full description)

Gabriele Columbro

Executive Director
Fintech Open Source Foundation

Gabriele is an open source leader and technologist at heart, having spent more than 10 years building thriving communities and delivering business value through open source. He thrives in working with both in open source communities and open source commercial ventures to drive disruptive innovation, whether it’s for an early stage tech startup, a Fortune 500 firm or a non profit foundation. Gabriele brings a wealth of expertise in executive and technical leadership, ranging from FinTech to enterprise collaboration, from developer platforms to SaaS ARR business models. Previously Director of Product Management at Alfresco, as Executive Director Gabriele grew the the Fi ... (view full description)

Amy Davine Kim

Chief Policy Officer
Chamber of Digital Commerce

Prior to joining the Chamber, she advised financial institutions, blockchain-based companies, marketplace lenders, investors and innovators regarding compliance obligations under financial services laws. In particular, she has advised on the Bank Secrecy Act and anti-money laundering requirements, the regulations and sanctions programs administered by the Office of Foreign Assets Control. She has also advised on state money transmitter laws implemented by state banking departments, and related consumer financial protection laws. She is a regular speaker on these issues, particularly as they relate to blockchain-based businesses and technologi ... (view full description)

Carlos Domingo

Chief Executive Officer & Co-Founder
Securitize

Carlos Domingo is a senior executive, entrepreneur, investor, and currently the CEO and Co-Founder of Securitize, Inc. Before becoming the CEO of Securitize, Carlos co-founded and launched SPiCE VC, a fully tokenized VC fund. In order to ensure global compliance for SPiCE VC, Carlos and his team created the security token issuance and lifecycle management platform that would later become Securitize, Inc. Prior to SPiCE and Securitize, Carlos was the President and CEO of Telefonica R&D, and CEO of New Business and Innovation at Telefonica Digital, as well as co-founder and board member of Wayra, one of the world’s largest corporate accelerators. He has been CTO and CEO or board member of ... (view full description)

Vanessa Fernandes da Silva

CTO Emerging Technologies
Itaú Unibanco

Vanessa Fernandes is an inspired CTO, a leader and advocate for women in emerging technologies and a pioneer of change. Vanessa is an experienced technology leader with international expertise in originating/launching and managing successful global IT strategies.Vanessa carries a number of executive credentials including an MBA in Technology from Fundação Getúlio Vargas, a certificate Innovation and Strategy from Harvard University and certificates in Management & Leadership and Managing Technical Organizations from MIT. Vanessa also acts as advisor, mentor and board member of several startups, which demonstrate ... (view full description)

J. Christopher Giancarlo

Former Chairman
U.S. Commodity Futures Trading Commission

J. Christopher Giancarlo is Senior Counsel to the law firm Willkie Farr & Gallagher and the former Chairman of the U.S. Commodity Futures Trading Commission (CFTC).  Mr. Giancarlo also served as a member of the Financial Stability Oversight Committee (FSOC), the President’s Working Group on Financial Markets, and the Executive Board of the International Organization of Securities Commissions (IOSCO). Mr. Giancarlo serves on the Advisory Board of the Chamber of Digital Commerce and as an independent director of the American Financial Exchange.  He is also Chairman of the Board of Common Securitization Solutions, Inc. Under his leadership, the CFTC published primers on virtual ... (view full description)

Peter Hiom

Deputy CEO
ASX

Peter Hiom joined the Australian Securities Exchange (ASX) in July 2006 following the successful merger of the Australian Stock Exchange and SFE Corporation (SFE).  Appointed Deputy CEO in April 2010, Peter has responsibility for the development of all ASX businesses.  These include Listings and Issuer Services, Trading Services, Derivatives and OTC Markets, and Equity Post Trade Services.  He also leads ASX’s exploration of distributed ledger technology.  Peter is a director of Yieldbroker, Australia’s major fixed income electronic trading platform, and is also a director of Digital Asset, one of the world’s leading developers of distributed, encrypted, straight through processing too ... (view full description)

Brendon Howe

VP/GM, Blockchain
VMware, Inc.

Brendon Howe is accomplished executive with 30+ years of success in Product Strategy and General Manager Leadership across early-stage to Fortune 500 companies. As Vice President and General Manager of VMware’s Blockchain business, he is focused on driving product and business strategy for this newly formed, high growth business for VMware.   Prior to joining VMware, Brendon spent 13 years at NetApp in a variety of General Manager roles ranging from the core network-attached-storage business to new, emerging products such as NetApp’s first cloud services offerings.  Before that he worked for a numb ... (view full description)

Tom Jessop

Head of Corporate Business Development
Fidelity

Tom Jessop is the head of Corporate Business Development at Fidelity Investments and president of Fidelity Digital Assets. As head of Corporate Business Development, he leads an internal team focused on identifying and executing strategic opportunities including acquisitions, divestitures, strategic investments and partnerships. In his role at Fidelity Digital Assets, Tom is responsible for daily business operations while directing the company’s long-term vision to create a full-service enterprise-grade platform for digital assets.   Tom joined Fidelity from Chain, a leading provider of enterprise blockchain solutions to global financial institutions. In his role as president, To ... (view full description)

Duncan Johnston-Watt

Co-Founder & CEO
Blockchain Technology Partners

Duncan is a regular keynote speaker, serial entrepreneur and technology pioneer with over 30 years experience in the software industry. His latest venture is Blockchain Technology Partners, a leading enterprise blockchain company. Prior to this he founded Cloudsoft Corporation, creator of the Apache Brooklyn open source project, serving as its CEO for nine years. Duncan was founder & CTO of autonomic computing pioneer Enigmatec Corporation which was sold to iWave and subsequently acquired by EMC. Earlier in his career he held a number of fintech roles culminating in Reuters Instinet where he led the delivery of their F ... (view full description)

Aaron Kaplan

Founder & Co-CEO
Prometheum

Aaron Kaplan is the founder and Co-CEO of Prometheum, Inc., a NYC based fintech company building a regulated, blockchain-native, capital market infrastructure. Aaron was an attorney at Gusrae Kaplan Nusbaum, where he focused his practice on the applications of distributed ledger technology in the securities industry. Aaron previously served as the Managing Member of EquityArcade Services LLC, a technology provider focused on online capital formation solutions. In 2015, Aaron was a co-founder of Deckbound LLC, a blockchain video gaming and digital asset technology company. From 2007-2008 Aaron was an associated person with StockCross Financial Services, Inc., a broker- ... (view full description)

Shaul Kfir

Co-Founder & CTO
Digital Asset

  Shaul is a co-founder and Chief Technology Officer (CTO) of Digital Asset where he is responsible for the company’s overall technology strategy, including the architecture and engineering of its distributed ledger and DAML, Digital Asset’s smart contract modeling language.   Shaul is a software engineer with more than 15 years of experience leading diverse professional teams that develop cutting edge technologies. Prior to Digital Asset, he was the CTO of Bits of Gold, the largest crypto exchange in Israel. He also served as director of technology at LedgerLock, a provider of security tools for brokerages and exchanges.     Earlier in his career, as a research ... (view full description)

Sanyu Kyeyune

Program Manager
IMN

Sanyu Kyeyune is a Program Manager at Information Management Network (IMN), producing real estate and investment management conferences.Before joining IMN, Sanyu was a Senior Associate Editor for Commercial Property Executive and Multi-Housing News, two real estate news publications and subsidiaries of property management software company Yardi Systems. Prior to that, Sanyu earned an MBA with a focus in real estate finance from CUNY Baruch College. Sanyu also holds a BA in Professional Writing and Russian Studies from Carnegie Mellon Universit ... (view full description)

Kari Larsen

Partner
Perkins Coie

Kari has extensive international experience in building businesses and managing global commercial, legal, and compliance risks. For almost 20 years, Kari has represented clients in US and EU regulatory, legislative, risk management, and transactional matters with a particular focus on cryptocurrencies, digital assets, energy, agricultural and environmental commodities and derivatives. She is considered a leading strategic advisor to businesses regarding the development of profitable inventive financial products and platforms, including FinTech / RegTech innovations, blockchain networks, and digital commodities, while navigating complex regulatory regimes. Kari is regularly invited to speak a ... (view full description)

Danielle Martell

Managing Director of Banking & Capital Markets Strategy Practice
Accenture

Danielle K. Martell is a Managing Director in Accenture’s Banking & Capital Markets Strategy Practice and has spent her career in financial services, working with clients to mobilize and execute large transformational programs underpinned by technology.  She is actively working with clients across multiple ecosystems to assess blockchain opportunities and is leading Accenture’s participation in the Digital Dollar Project, a partnership with the Digital Dollar Foundation to explore options for a US Digital Dollar.  Before joining Accenture, Danielle was an executive in PwC’s Financial Services Practice and, prior to that, was at Diamond Management and Technology Consultants.  ... (view full description)

Rob Massey

Global Tax Leader - Blockchain and Digital Assets
Deloitte

Rob Massey has 20 years of professional experience in tax consulting for technology companies including search, SaaS and gaming with an expertise in blockchain, cryptocurrency and tokenization.  He serves companies throughout the blockchain ecosystem inclusive of miners, specialty chip design and manufacturing, payment processing, wallet hosting, exchanges, ETFs, hedge funds, tokenization and protocol development.  Rob leads Deloitte’s blockchain efforts in tax for the global firm.

Kelly Mathieson

Head of Enterprise Solutions
Digital Asset

Kelly Mathieson is Head of Enterprise Solutions at Digital Asset, the leading provider of distributed ledger technology to financial services and other industries. She also serves on Digital Asset’s Executive Leadership team. Prior to Digital Asset, Kelly spent 26 years at J.P.Morgan and 3 years at Goldman Sachs working in securities services, clearing and brokerage businesses. She was most recently Head of J.P.Morgan’s Global Collateral Management and Securities Clearing businesses and played an instrumental role the Federal Reserve Bank of New York Tri-Party Repo Reforms in the wake of the 2008 global financial crisis. Earlier in her career at J.P. Morgan, Kelly ser ... (view full description)

Vijay Mayadas

President, Global Fixed Income and Analytics
Broadridge Financial Solutions

George Nunn

Chief Operating Officer
BNP Paribas

George Nunn is a Managing Director and Chief Operating Officer for BNP Global Markets Americas platform. Before taking on his current role, George was the Global Co-Head of the Fixed Income Advisory and Strategic Transformation (FAST) team, a strategic initiative aimed at improving the management and transforming its business practices in order to improve efficiency and competitiveness in the market. Prior to this, George was Head of FX and Emerging Markets Sales for North America, responsible for delivering BNP Foreign Exchange and Local Markets products and services to institutional and real money investors. George was also formerly the Head of IR and FX Structuring from 2007 t ... (view full description)

Scott O'Malia

CEO
ISDA

Scott O’Malia is Chief Executive Officer of the International Swaps and Derivatives Association, Inc. (ISDA), a position he has held since August 2014. At ISDA, Scott has led the Association’s drive to promote safe and efficient markets, and develop industry standards and legal documentation. This includes a push to develop common standards and processes to support new technologies aimed at improving post-trade efficiency through the adoption of innovative and scalable fintech and regtech solutions.   ISDA is a global derivatives association that represents all derivatives users on key industry issues, including trading, clearing, reporting, margin, capi ... (view full description)

Ron Resnick

Executive Director
Enterprise Ethereum Alliance

Ron Resnick is a business development professional with over 25 years of experience successfully growing high technology businesses and their ecosystems. Prior to his appointment as EEA’s first Executive Director, Ron served as President and Chairman of the Board for AirFuel Alliance, continuing the role he occupied within Power Matters Alliance. From 2002 – 2012, Ron filled various roles at Intel and as President and Chairman of the Board of the WiMAX Forum, an industry association driving 4G wireless broadband. At Intel, Ron launched and served as General Manager of Intel’s Broadband Wireless business startup delivering one of the first 4G broadband modems. Initial role at Inte ... (view full description)

Yuval Rooz

Co-Founder & CEO
Digital Asset

Yuval is co-founder and CEO of Digital Asset, the New York-based provider of distributed ledger solutions for synchronizing business processes and multi-party workflows. Yuval was Digital Asset’s first employee in 2014 when the company opened for business. He has served as Chief Financial Officer until 2018 and Chief Operating Officer until he was named CEO in March 2019.   As a co-founder and COO, Yuval hired the majority of the company’s executive leadership, established its presence in six countries around the world and oversaw its acquisition of four technology startups. Yuval also helped the company secure funding from 15 strategic investors and grew trusted relationships wi ... (view full description)

Subhankar Sinha

Head of Blockchain
BNY Mellon

Mark Smith

CEO Co-Founder
Symbiont

Mark Shelby Smith is CEO and Founder of Symbiont.io, Inc. Symbiont is the merger of MathMoney f(x) which was founded by Mr. Smith in September of 2013 and the founding team of Bitcoin 2.0 project Counterparty.io. As CEO Mark brings two decades of global experience in FinTech. He is a pioneer in creating and deploying disruptive technology to the foreign exchange ecosystem for both institutional and non-institutional customer segments. During his career Mark has been a founder of 4 FinTech companies that have gone from start-up to exit including The NexTrade ECN, MatchBook FX, Lava Trading, and Anderen Bank of Tampa Bay.
 

Dana Syracuse

Partner
Perkins Coie

Dana Syracuse concentrates his practice in the blockchain, fintech, e-commerce and financial services sectors, working with clients on regulatory, business and product counseling, cyber and data security and enforcement concerns. Dana is the former associate general counsel for the New York Department of Financial Services (NYDFS) and a leading figure in the development of the country’s first comprehensive digital currency regulation. He works with a range of fintech and digital business clients on federal and state regulatory, compliance and enforcement matters, complex bank regulatory issues, including, privacy, data and cyber security, anti-money laundering, Bank Secrecy Act and Know-Your ... (view full description)

Larry Tabb

Founder
Tabb Group

Larry Tabb is the Founder and Research Chairman of TABB Group, the financial markets’ strategic advisory and research firm. He currently manages research and consulting for TABB Group. Mr. Tabb is well published on many aspects of the capital markets industry and has analyzed both US and European market structure; central clearing, credit default swaps, fixed income, equity and foreign exchange trading; financial markets trading and processing systems; analytical trading tools; grid ... (view full description)

Brian Trackman

Senior Counsel
LabCFTC

Brian Trackman joined the CFTC in 2013 and has held several roles.  Mr. Trackman has a longstanding interest in law and technology and joined LabCFTC at its inception.  The mission of LabCFTC is to promote responsible innovation through engagement with innovators, education, and policy development.  He presently serves as Senior Counsel, advising on a wide range of fintech topics and providing thought leadership on potential impacts of new technology.  Mr. Trackman also serves as a senior member of the agency’s Fintech Innovation Working Group. Prior to joining the CFTC, Mr. Trackman worked at the Securities and Exchange Commission, where he focuse ... (view full description)

David Treat

Senior Managing Director
Accenture

Dave Treat is a managing director and the global head of Accenture’s Financial Services Blockchain practice, co-lead of Accenture’s Firm-wide Blockchain Strategic Growth Initiative and manages Accenture’s relationship with several large Financial Services clients. He is well known as an advocate for the power of Blockchain technologies. He most recently worked with Microsoft to build a digital ID network using blockchain technology, as part of a United Nations-supported project to provide legal identification for 1.1 billion people worldwide with no official documents.  Because of his ground-breaking work on Blockchain, he has been quoted extensively in the New York Times, Fortu ... (view full description)

Richard Walker

Financial Services Blockchain and Cryptocurrency Leader
Deloitte

Richard has been a financial services consulting partner for 20 years and brings deep industry experience and a background in technology strategy and business transformation.  He has served in practice and account strategic leadership roles, has international experience leading the financial services technology consulting practice for EMEA based in London, and is currently head of blockchain solutions for financial services.  During his career he has worked with FSI executive teams across the globe for some of the largest and most innovative financial services companies. ... (view full description)

James Wallis

VP, Global Sales Strategy & Operations
Ripple

James is the VP of Global Sales Strategy and Operations at Ripple, which is the leading blockchain based cross-border payments network, working with financial services companies to accelerate and globally scale adoption of blockchain based technology and digital assets.James is a recognized global thought leader and business developer. He has advised many fintech start-ups that are leveraging blockchain and distributed ledger technology, helping their executive teams develop a strategic vision and operational plans to leverage the technology for economic and social g ... (view full description)

Christopher Ward

Executive Vice President
PNC Bank

J. Christopher (Chris) Ward serves as the executive vice president and head of product for the treasury management line of business at PNC. In this role, he manages the development and operations of PNC’s treasury management product line. Ward is focused on continuous payments modernization and application of the latest technology to enhance the client experience and drive new business growth. In addition, he provides a critical role in client relationship management with high-value clients. Ward also brings his wealth of experience to The Clearing House, where he serves as Chairman of the Board.    Prior to joining PNC, Ward held a number of leadership positions at Capital One, ... (view full description)

John Whelan

Head of Digital Investment Banking
Banco Santander

Thomas Zeeb

Head Securities & Exchanges
SIX Securities Services

Thomas Zeeb took up his role as Head Securities & Exchanges in April 2018. He has been responsible for the Securities Services business unit since 2008 and has also been in charge of Swiss Exchange since February 2018. He joined SIX in 2008 having previously worked for Clearstream Banking in London and Luxembourg. As Executive Director of Client Relations, he was a member of the company's executive management and a member of the Board of Directors of Clearstream Banking Frankfurt. Placed in charge of sales, relationship management and client services, Thomas Zeeb was responsible for the development of the European and US businesses. He previously held positions in companies such as the B ... (view full description)
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*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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