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Vivianne Akriche

Managing Director

Vivianne Akriche is Managing Director, based in New York. She specializes in the consumer and business services sectors and has notably participated in the structuring and/or oversight of the investments in Rexel, Intercos, Moncler, Fonroche, Les Petits Chaperons Rouges, WordStrides and Sommet Education. She was also involved in the strategic acquisition of Eurazeo PME.
Before joining Eurazeo in 2004, Vivianne was part of the investment banking team at Goldman Sachs in Paris.
Vivianne Akriche has a master’s degree from H.E.C. School of Management in Paris.

Doug Barnard

Senior Vice President, General Counsel and Secretary
CF Industries

Doug Barnard is the chief legal officer of CF Industries (NYSE: CF), an S&P 500 chemical company, having represented the company in its $750M initial public offering (CF was the top-performing company on the NYSE two years later, and its stock outperformed Google — which went public about the same time as CF — over CF's first ten years as a public company); its $5B acquisition of a competitor following a fifteen-month, four-way, cross-border takeover battle; its $1.4B divestiture of a business segment; and its $3B production joint venture with a domestic customer. He was also Chairman of the Board of CF's controlled public subsidiary Terra Nitrogen MLP (NYSE: TNH). Previously ... (view full description)

Elizabeth Bieber

Counsel & Head of Shareholder Engagement and Activism Defense
Freshfields Bruckhaus Deringer LLP

Adam Birnbaum

Executive Director
GP Bullhound

Adam is an Executive Director at GP Bullhound. He has over 25 years of banking experience, executing and originating transactions in M&A, capital markets, restructuring, structured finance, and private placements. Adam has worked on over 100 deals for a total value in excess of $10 billion. His transactions and clients include some of the most successful digital marketing services, business services  and consumer-centric companies in the world, including: WPP, McDonalds, Jack Henry and Associates, Learfield Communications, Kraft, Cablevision, SunGard Data Systems, Publix and American Eagle Outfitters. Prior to GP Bullhound, Adam worked at M&A firm AdMedia Part ... (view full description)

Barry Blake

Global Co-Head of Investment Banking and Global Co-Head of Healthcare Investment Banking
SVB Leerink

Jed Brody

Senior Managing Director, Healthcare Merger & Acquisitions
SVB Leerink

Taea Calcut

Sustainability Director

Taea joined Ardian in 2022. Prior to joining Ardian, Taea worked at Anchorage Capital Group, where she served as the firm’s ESG Officer. Prior to Anchorage, Taea worked at the sustainability consultancy Environmental Resources Management (ERM), where she supported corporations in assessing and mitigating social and environmental impacts from their operations. She started her career working for several non-governmental organizations focused on international development issues. Taea holds a Master of Science in Foreign Service from Georgetown University and a Bachelor of Arts in Anthropology, summa cum laude, from the University of California, Los Angeles (UCLA). 

Cheryl Chan

Davis Polk

Cheryl advises on public and private mergers and acquisitions, investments and joint ventures, and governance and activism. She also represents private equity firms and their portfolio companies on a full range of transactions.

The Deal recognized Cheryl as a “Rising Star” in 2020, and one of the “Top Women in Dealmaking” in 2021. She is a Global Advisory Board Member of the Women in Law Empowerment Forum.

Ravi Chanmugam

Senior Managing Director – M&A
Accenture Strategy

Daniel Chernin

SVP, Associate General Counsel
Broadridge Financial Solutions, Inc.

Travis Cocke

Voss Capital

Travis Cocke is the Founder and Chief Investment Officer of Voss Capital. Voss Capital is a research-driven, value oriented investment manager that seeks to invest in underfollowed special situations. Travis and the Voss team have a successful track record of working collaboratively with companies' Boards and management teams to unlock value for all shareholders. Travis has 15 years of direct public market investment experience, including two years as a portfolio manager with complete investment discretion for a portion of the public equity portfolio of a family office. Prior to founding Voss Capital LLC in 2011, he was a Portfolio Manager at Farney Management Corp. and a Generalist Research ... (view full description)

Steven Diel

Vice President, Corporate Development
Universal Corporation

Steve Diel Vice President, Business Development, Universal Corporation Steve Diel leads mergers & acquisitions for Universal Corporation (NYSE: UVV), a $2 billion revenue agri-products processor operating in 30 countries across 5 continents. He joined Universal in 2018 to identify market adjacencies, implement M&A processes, and build a new growth platform outside of its core business as the leading global leaf tobacco supplier. This led to the formation of Universal’s new plant-based Ingredients Segment, a combination of three acquisitions closed since the beginning of 2020 totaling $350 million in enterprise value. Prior to joining Universal, Steve had ... (view full description)

David Dobkin

Chief Financial Officer
LifeSci Acquisition Corp.

David Dobkin is an experienced healthcare capital markets investment banker with a career focused on helping high-growth life science, medical device, and healthcare IT companies achieve their financial and strategic goals. David has worked with companies developing a wide range of technologies and brings extensive strategic advisory and execution capability to his clients. David has experience with both traditional and non-traditional forms of equity and debt offerings in both the U.S. and abroad. He is a regular speaker on growth capital formation at conferences across the United States and Canada. Prior to joining LifeSci Capital, David founded Dobkin & Company, an investment ba ... (view full description)

Andrew Dunn

Managing Director
One Equity Partners

Andrew Dunn joined OEP in 2008 and is a Managing Director based in New York. During his tenure at OEP, Mr. Dunn has worked on a range of investments in the IT services, technology, media and telecommunications industries. Mr. Dunn is currently a member of the Board of Directors of Allegro Microsystems, Armis, MediaKind, Neology and Orion Innovation, and is an observer at Infobip. Mr. Dunn was previously involved in OEP’s investments in Mandiant, Netas, Ribbon Communications, Travelport, TV Guide and Zodiac Systems. Prior to joining OEP, Mr. Dunn worked at the Boston Consulting Group, where he primarily served clients in the media and telecommunications sectors. Mr. Dunn received ... (view full description)

Jonathan Duskin

CEO & Portfolio Manager
Macellum Capital Management

Chief Executive Officer of Macellum Capital Management, LLC, which operates a series of special purpose vehicles used to invest in retail and create shareholder value through activist campaigns. Past campaigns include Perry Ellis, The Children’s Place, Citi Trends, Bed Bath and Beyond and Big Lots. Mr. Duskin has over 20 years of experience investing in the consumer and retail sector.  Mr. Duskin has previously served as a Managing Director and Partner at Prentice Capital Management, LP, an investment management firm, as a Managing Director at S.A.C. Capital Associates LLC, a New York-based hedge fund, and as a Managing Director, the Head of Product Management and Chairman of the Inves ... (view full description)

Kyle Rachel Fox

Founding Partner
KRF Capital

Kyle has worked in capital markets for over 17 years led over $75bn of debt and equity transactions globally. Most recently she served as the Global Head of Capital Markets at HIG Capital. She founded the team and led over 60 debt financing transactions globally across their investment strategies including credit, real estate and LBO. Providing strategic advice and co-investment for Corporate Clients, Real Estate focused firms, Private Equity, Insurers, BDCs, REITs, RIAs, Family Offices, Endowments REITs, high growth companies and Banks. Aligned with key stakeholders including CEOs and CFOs, Investment and Asset Management teams. We provide advice and work strategically with our clients to a ... (view full description)

Jelena Guzenko

Vice President, Strategy and Business Development, Power Systems
Schneider Electric

Jerry Howe Jr

EVP & General Counsel

Jerald S. Howe, Jr. is a Leidos executive vice president and the company’s general counsel. Howe has responsibility for legal, contracts,corporate  governance, environmental health and safety, and administrative oversight of the ethics and compliance and internal audit functions. He joined Leidos in July 2017 after serving as partner at Fried, Frank, Harris, Shriver & Jacobson LLP (Fried Frank) where he was a member of the firm’s government contracts, mergers and acquisitions (M&A), and aerospace and defense practices. Howe is an accomplished leader who has demonstrated solid ethics and integrity throughout his nearly 35 years of experience advising and representing clien ... (view full description)

Paul Humphreys

Freshfields Bruckhaus Deringer LLP

Michael Hyun

Vice President - Procurement and Deputy General Counsel

Michael K. Hyun was named deputy general counsel and corporate secretary effective January 2017.  He is the corporate secretary of Public Service Enterprise Group Incorporated (PSEG) and its subsidiaries, including Public Service Electric and Gas Company (PSE&G) and PSEG Power, and is responsible for corporate governance and the administration of the Board of Directors meeting agendas and processes. In addition, as deputy general counsel, he is responsible for corporate, securities and transactional matters across PSEG including disclosures, capital markets transactions and mergers and acquisitions. Mr. Hyun also oversees PSEG’s shareholder services.   Mr. Hyun joined the com ... (view full description)

Paul Kang

President & CIO
Alta Capital Group

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard and his MBA f ... (view full description)

George Kaufman

Partner, Head of Investment Banking

George Kaufman is Partner and Head of Investment Banking at Chardan, where he oversees the firm’s banking and SPAC practices.  Mr. Kaufman’s expertise spans all sectors, with broad experience in cross border, complex transactions and SPACs. Under Mr. Kaufman’s leadership, Chardan has become one of the most notable underwriters, advisors and sponsors of SPACs, having underwritten 80+ transactions raising $11 billion with zero liquidations. Additionally, Mr. Kaufman is Chief Financial & Strategy Officer of Chardan’s 6th sponsored SPAC, Chardan Healthcare Acquisition 2 Corp, a healthcare focused SPAC. He had the same role at Chardan Healthcare Acquisition Corp. from M ... (view full description)

Ed Kovary

Managing Director, Equity Capital Markets

David Kravitz

Katten Muchin Rosenman LLP

Thomas Le

VP Corporate Development
Ziff Davis

Thomas Le - VP, Corporate Development, Ziff Davis Thomas Le, CFA is VP Corporate Development at Ziff Davis and brings over 10 years of research, investment, and venture capital experience to the firm. At Ziff Davis, a publicly-traded internet and information services firm with an active focus on lower middle market buyouts, Thomas is responsible for all stages of the investment lifecycle, including sourcing, diligence, and execution. Prior to joining Ziff Davis, Thomas was an early and growth stage investor at Tenfore Holdings, a stage-agnostic ecommerce and enterprise software focused venture capital firm based in New York. Previously, Thomas worked at Kings Poi ... (view full description)

Jennifer Lee

Edison Partners

Jennifer is a Partner at Edison Partners leading the firm's fintech investments.  Her investments include Prepaid Technologies (B2B payments), gohenry (children’s money app and card for financial education), Fund That Flip (residential fix-and-flip real estate platform), Yieldstreet (alternative investment platform for retail investors), MoneyLion (NYSE: ML; digital banking and financial platform), ComplySci (compliance software), Bipsync (research management platform for asset managers), and Bento for Business (B2B payments) among others.  She was recognized by VCJ Rising Stars 2021, NJBIZ 40 Under 40 in 2020, the Business Insider as 2019’s Rising Stars of Wall Street, NY Fintech Women’s In ... (view full description)

Chenkay Li

Managing Director, Direct Equity Investments
Hamilton Lane

Chenkay is a Managing Director on Hamilton Lane’s Direct Equity Team, where she is responsible for the evaluation and due diligence of direct investment opportunities globally. Prior to joining Hamilton Lane in 2014, Chenkay was a Senior Associate at Northwestern Mutual Capital LLC in a similar direct investment role. Previously, she worked at Relativity Capital, a Washington DC-based middle-market private equity firm, where she was responsible for evaluating and executing middle market private equity transactions. She began her career at JPMorgan in New York, as an investment banking analyst in the firm’s Mergers & Acquisitions group. Chenkay received both her M. ... (view full description)

Kai Haakon Liekefett

Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice
Sidley Austin

Kai co-chairs Sidley’s Shareholder Activism & Corporate Defense Practice. He has over 20 years of experience in New York, London, Germany, Hong Kong and Tokyo. In the last 5 years, Kai has defended over 100 proxy contests, more than any other defense attorney in the world, and 20% of all late-stage U.S. proxy fights. Under Kai’s leadership, Sidley rose to the top of all activism defense league tables, including the No. 1 rankings by Bloomberg, FactSet, Refinitiv (formerly Thomson Reuters) and Activist Insight for North America in 2020 & 2021, and was recognized by The Deal as “Activist Defense Law Firm of the Year (Large Cap)” ... (view full description)

Samuel Maizel

Chair, Distressed Health Care

Samuel Maizel, a partner in Dentons US LLP's Los Angeles Office, leads the firm's healthcare industry restructuring efforts nationwide. His practice includes bankruptcy matters and financial restructuring in- and out-of-court. In bankruptcy cases he has served as lead counsel to debtors, trustees, buyers and sellers of assets, and creditors' committees, as well as serving as a trustee, examiner, patient care ombudsman, and consumer privacy ombudsman. His most recent healthcare industry cases include Astria Health, the chapter 11 restructuring of a three hospital nonprofit chain in Yakima, Washington; and Verity Health System of California, the second largest non-profit hospital bankruptcy ca ... (view full description)

Patrick McHugh

Senior Managing Director
Okapi Partners LLC

Patrick J. McHughCo-Founder and Senior Managing DirectorOkapi Partners LLC Pat McHugh is a Founder and Senior Managing Director of Okapi Partners. He has over 20 years of experience in managing complex solicitations and campaigns. Pat has managed solicitation campaigns related to annual and special meetings (domestically and abroad), M&A solicitations, consent solicitations as well as fixed income-related matters, including numerous tenders and exchanges. In addition to hundreds of annual and special meeting solicitations, Pat has represented Fortune 500 corporations involved in complex transactions in ... (view full description)

Tania Moyron

Dentons US LLP

Carlos Niezen

Managing Director Strategy, Mergers & Acquisitions

Carlos is a Managing Director in Accenture’s M&A practice. Before Accenture, he was SVP of Corporate Strategy and M&A at Credicorp, a NYSE-listed financial services conglomerate in Latin America. Prior to Credicorp, he had more than 25 years of experience as a consultant having been a partner at Bain & Co., A. T. Kearney, and Accenture in the US and Mexico; specializing in business strategy, organization, operations, and mergers and acquisitions. Carlos was also the founder of Activas Partners, a consulting and investment banking firm in Latin America. Carlos holds a Bachelor of Economics from the Universidad del Pacifico in Peru, and master’s in business ... (view full description)

Ron Orol

Senior Editor
The Deal

Ronald Orol leads The Deal’s coverage activist hedge fund managers, a high-profile group of corporate investors who press for deals and were the subject of his 2007 book “Extreme Value Hedging: How Activist Hedge Fund Managers are Taking on the World.” Orol also specializes in the coverage of bank and securities regulation in the wake of the 2008 financial crisis. Orol’s reporting covers a wide range of Washington issues critical to dealmaking, including financial reform, Securities and Exchange Commission rules impacting IPOs and mergers and federal oversight of bank transactions. Orol is an occasional commentator on BBC World Television and National Public Radio.

Jason Osborn

Winston & Strawn

Jason Osborn counsels clients on their business development strategies and regularly represents private equity funds, SPACS, founders and entrepreneurs and other public and private companies in complex transactions, including mergers and acquisitions, leveraged buyouts, going-private transactions, joint ventures, divestitures, private financings, recapitalizations, and restructurings. He also regularly advises clients on corporate governance, executive compensation, and general corporate matters. He is a member of the firm's Videogame, Gaming and Esports Group dedicated to providing comprehensive legal solutions to companies in these industries. His experience spreads across a wide range of ... (view full description)

Julia Papastavridis

Managing Director

Based in New York City, Julia Papastavridis is a Managing Director on Aon's M&A and Transaction Solutions team. Julia is an experienced corporate attorney and M&A insurance broker with a demonstrated history of work in transactional risk in the insurance industry. Before joining Aon, Julia was a senior transactional risk insurance broker at Willis Towers Watson. Julia also brings extensive experience to Aon from her prior positions as a representations & warranties insurance underwriter at AIG and at Everest. Before joining the insurance industry, Julia was a corporate M&A associate at the law firms of Kramer Levin a ... (view full description)

Kimberly Petillo-Decossard

Partner, Co-Chair, M&A and Corporate Advisory
Cahill Gordon & Reindel LLP

As co-chair of Cahill’s M&A and Corporate Advisory practice group, Kimberly advises corporations, boards, private equity firms and family offices on complex business law matters, focusing on mergers and acquisitions and other strategic transactions. She also advises on acquisition finance, growth equity and other minority investments, governance, disclosure and compliance matters.  Recognized as a Dealmaker of the Year by The American Lawyer in 2022 and a Mergers & Acquisitions MVP by Law360 in 2021, Kimberly has experience practicing in a variety of industries, including: biotechnology, energy, financial services, health care, insurance, manufacturing, ... (view full description)

Eklavya Saraf

Global Head of SPACs Managing Director, New Listings and Capital Markets

Eklavya Saraf is Nasdaq’s Global Head of SPAC listings and a Managing Director of new listings. In his role, he advises companies on the process and benefits of listing on Nasdaq. Eklavya coaches early stage companies to leverage Nasdaq’s resources, and optimize financing opportunities and brand visibility. Eklavya helps develop Nasdaq’s relationships with investors, law firms, and other capital markets constituents. Some of Eklavya’s recent transactions include Royalty Pharma, Warner Music Group, PPD and Tradeweb.

Gregory Schernecke


Gregory Schernecke focuses his practice on mergers and acquisitions, with a particular emphasis on private equity; corporate finance and general corporate matters. Mr. Schernecke represents private equity sponsors, alternative asset managers and operating companies in complex merger and acquisition transactions across a wide range of industry sectors, including healthcare and life sciences. He also represents companies and investment banks in cross-border public and private financing transactions and securities offerings of equity and debt.

Brian Schuman

PepsiCo Sustainability Investments

Brian Schuman is the sole investment professional focusing on strategic investments within PepsiCo R&D's External Innovation team. Brian is responsible for sourcing, evaluating, executing, and managing investments on behalf of PepsiCo with a specific focus on innovation. Certain areas he works on include ingredients, packaging materials, sustainability, manufacturing processes, food & ag tech, among others. Brian currently manages investments in Danimer Scientific, Origin Materials, Olyns, Finistere Ventures and other stealth mode startups. Representing PepsiCo, Brian sits on the LPAC for Finistere Ventures II, LP. He is also responsible for negotiating, executing, and managing o ... (view full description)

Rick Sinkfield

Chief Legal Officer, Chief Ethics & Compliance Officer
Laureate Education, Inc.

Rick Sinkfield serves as Chief Legal Officer and Chief Ethics & Compliance Officer, positions he has held since June 2020. In these roles, Mr. Sinkfield is responsible for all global legal affairs, corporate governance, corporate compliance and all regulatory matters. Mr. Sinkfield previously served as Laureate’s Senior Vice President and Assistant General Counsel, Latin America. He has been with Laureate since 2004, and during this time has overseen the work of corporate and university counsel across eight countries, including serving as Regional General Counsel for Brazil for five years. Mr. Sinkfield practiced law at several top U.S. law firms prior to joining Laureate, in ... (view full description)

Donald Sohn

Associate Director, M&A

Matthew Unterlack

Senior Vice President, M&A and Transaction Solutions

Matthew Unterlack is a Senior Vice President on Aon's M&A and Transaction Solutions team and advises clients with respect to transactional insurance coverage, including reps & warranties insurance (RWI), tax insurance and contingent liability insurance. Before joining Aon, Matt was Executive Director, Indemnification Solutions at SRS Acquiom, leading the firm’s transactional insurance brokerage business, and Vice President, Underwriting Leader at QBE, responsible for quoting and underwriting transactional insurance. Before that, he was Deputy General Counsel, Casualty at AIG, and he was the first Division Counsel for AIG’s M&A Insurance Group. Matt started ... (view full description)

Brad Vaiana

Winston & Strawn

Brad Vaiana represents private investment funds, hedge funds, family offices, lending institutions, and other alternative asset managers on complex business transactions. He counsels clients in structuring, negotiating, documenting, and executing leveraged buyouts, take-private transactions, minority recapitalizations, growth equity investments, distressed and special situations, PIPE transactions, joint ventures, business combinations, and other commercial transactions. Brad also advises on the implementation and execution of exit strategies through divestitures, public offerings, and recapitalizations. He represents public and private companies and private equity investors in the managemen ... (view full description)

Matthew Wiener

Managing Director, Transaction Services

Jessica Wood

Partner, M&A and Shareholder Activism & Corporate Defense Practice
Sidley Austin

Jessica is a partner in Sidley’s New York office, where she represents clients in a broad range of industries on mergers and acquisitions, shareholder activism and corporate governance matters. Jessica’s practice focuses on public M&A and shareholder activism defense.  She has significant experience representing public company targets and buyers in highly competitive sales processes, hostile takeover attempts and topping bid situations.  Jessica is also a leading member of Sidley’s shareholder activism defense practice, where she has represented over 20 public companies in shareholder activism defense and regularly advises public companies on preparation for potential shareho ... (view full description)
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*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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