Sasha Bernier

SVP
Cheltenham Enterprises

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Craig Bernstein

CEO/COO
OPZ Capital

No biography specified

James Bohan

CFO
Mosaic Real Estate Investors

James Bohan, CPA is the Chief Financial Officer at Mosaic Real Estate Investors. Prior to joining Mosaic, James worked in the private equity real estate division of KPMG and its acquired firm Rothstein Kass, a market leader in the alternative investment space. While with KPMG and Rothstein Kass, Bohan serviced clientele with a collective AUM over $10B and advised on more than $2B of real estate transactions and structuring. He has more than 15 years of experience working in the real estate industry and serving as a trusted advisor. James has worked in almost every role in the industry, including on-site property management, mortgage brokerage, corporate management, and accounting for compani ... (view full description)

Jeffrey Bowden

Tax Principal
Anchin, Block & Anchin LLP

A tax principal at Anchin and a member of the Firm’s Real Estate Industry Group and Financial Services Practice, Jeff has more than 20 years of experience developing and servicing complex partnership structures, corporations, high net worth individuals and family offices.   Jeffrey has experience servicing both owners of residential and commercial real estate. He advises in development, acquisitions and dispositions of real property, including 1031 exchanges, redemptions and other complex strategies in order to maximize tax efficiency.  Jeff has extensive knowledge in the taxation of partnerships, corporations and individuals.  He specializes in the tax implications of joint vent ... (view full description)

Vaughn Brock

Investment Committee
Veritas Family Partners

No biography specified

Brian Bullard

Shareholder
Polsinelli

Brian Bullard implements comprehensive, business-centric strategies in order to facilitate opportunistic joint venture / private equity transactions. In focusing on the commercial objectives of each underlying matter, he seeks to partner with clients to construct creative and innovative legal solutions to achieve clients' business goals. Utilizing his background in finance and accounting, Brian takes a business-minded approach to the practice of law. He strongly believes that clients are best serviced by counsel who understand and adhere to the practical, bottom-line realities of any corporate transaction. Brian’s practice primarily centers on matters relating to the structuring, ... (view full description)

Tony Chereso

President & CEO
Institute for Portfolio Alternatives

As President  & CEO of the Investment Program Association, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President and CEO for FactRight, LLC, a leading third party independent due diligence and research firm. Tony oversaw FactRight’s strategic initiatives, business development and operations. Prior to FactRight, Tony was the Director of National Sales for a national real estate syndicator and was responsible ... (view full description)

Christopher Dean

Partner
Windels Marx

Christopher Dean's practice focuses on all aspects of business law, including joint ventures, mergers and acquisitions, securities offerings, corporate restructurings, start-up financing, corporate governance, trademark and patent licensing and general corporate matters. He has significant proficiency in representing real estate developers and institutional investors in the structuring and negotiation of joint ventures in a real estate context. He also regularly represents domestic and foreign institutional clients, closely held businesses, start-up entities and not-for-profit corporations. Full bio - https://www.windelsmarx.com/attorney_detail.cfm?id=42
 

Matt Drinen

Director
CLA

Matt Drinen has more than eight years of experience in finance and banking with respect to New Markets & Historic Tax Credits and Opportunity Zone investments.  Matt has experience in analyzing, underwriting, managing, structuring/restructuring, and compliance requirements for New Markets & Historic Tax Credit and Opportunity Zone Investments.
 

Spencer Erickson

CPA, Tax Managing Director
UMB Fund Services

Spencer oversees tax services for the Alternative Investments division of UMB Fund Services, managing a team of tax professionals specializing in partnership taxation for alternative investments. Services include coordinating tax filings and providing tax consulting services to clients. Before joining the Company in 2006, Spencer gained experience in the tax field as a tax preparer at Dursteller & Associates and at H&R Block. He also served as adjunct accounting instructor at Stevens Henager College, teaching a course on individual income tax. In addition, he gained valuable experience serving for nearly three years as tax managing director for KPMG, LLP, in Boston. Spencer earned hi ... (view full description)

Justin Gardinier

CEO
TigerBridge Capital

Justin S. Gardinier, CFA  Justin S. Gardinier is the co-founder and co-chief executive of Habitas Opportunity Capital. He has 19+ years of experience across investment banking, real estate investment and financing, domestic and overseas fundraising, and fund management. In 2016, Mr. Gardinier founded TigerBridge Capital, which is Habitas' parent company and an SEC-registered broker-dealer and member of Fl NRA/SI PC.  Prior to Habitas and TigerBridge, Mr. Gardinier held advisory and principal investing roles at Morgan Stanley, CIM Group, Cantor Fitzgerald and Greystone. Over the span of his career, Mr. Gardinier has been involved in more than $8 billion of real estate and specialt ... (view full description)

Steve Glickman

Founder & Chief Executive Officer
Develop

Steve Glickman is the Founder and Chief Executive Officer of Develop LLC. Until September 2018, Steve was the Co-Founder & Chief Executive Officer of the Economic Innovation Group (EIG), a bipartisan research and policy organization in Washington, D.C. focused on addressing economic inequality through the creation of a new marketplace for private capital investments in distressed communities throughout America. Under Steve’s leadership, EIG was the architect of the $6 trillion Opportunity Zones program, the largest community investment incentive in U.S. history. EIG developed the concept behind OZs in a 2015 white paper with economists Jared Bernstein and Kevin Ha ... (view full description)

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Tony has a broad range of experience in his over 25 years in the capital markets and financial services industry. His experience includes investment banking, institutional fixed income sales, investment product development, advising high net worth clients and senior leadership positions. Prior to joining CLA Tony served as a Vice President at John G. Kinnard and Company and Nuveen investments. Tony joined CLA in 2001 helping lead, build, and develop the wealth management service for the firm. Today Tony focuses his time developing boutique private investment solutions and serving the most sophisticated and affluent clients of the firm. One differentiator that our clients like in ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings on behalf of his clients. Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family o ... (view full description)

Stephanie Hines

Partner
EisnerAmper

Stephanie Hines is a Partner in the Personal Wealth Advisors Group, and she heads up the firm’s Qualified Opportunity Funds practice. She has more than 15 years of tax compliance and consulting experience. Stephanie provides expertise in planning and compliance for ultra-high and high net worth individuals in the areas of personal and fiduciary income taxation, estate tax matters, gift and succession planning, and transfer tax matters. In addition, she represents taxpayers before federal, state and local authorities. Stephanie’s client base includes constituents such as hedge fund managers, family offices, real estate professionals and entrepreneurs. She has been quoted in the Wall Str ... (view full description)

Jill Homan

President
Javelin 19 Investments

Jill Homan is Co-Founder and Managing Partner of OPZ Capital. Ms. Homan has more than 15 years’ experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling over $400 million in total capitalization. Ms. Homan oversees OPZ Capital’s real estate investments and fund operations. Prior to founding OPZ Capital, Ms. Homan was President of Javelin 19 Investments, a real estate investment firm with more than $150 million in investments and transactions. At Javelin 19, Ms. Homan was responsible for sourcing, underwriting, structuring, and executing new investment opportunities. Further, she oversaw day-to-day operations of the company. Ms. ... (view full description)

Jimmy Kemp

President
Jack Kemp Foundation

Jimmy Kemp is President of the Jack Kemp Foundation, which he established in 2009.  Its mission is to develop, engage and recognize exceptional leaders who champion the American idea, beginning with the premise that the condition of your birth shouldn’t determine the outcome of your life.   Mr. Kemp co-founded and is the Managing Partner of Kemp Partners, a strategic consulting firm based in Washington DC.  Established in 2002, Kemp Partners provides government relations and corporate affairs services to a diverse clientele.  He is also Executive Vice President of Group 47, a digital data storage company which is bringing to market a new ar ... (view full description)

Craig Mason

Partner, Tax Services
RSM US LLP

Craig Mason is a tax partner with more than 22 years of experience providing tax services to privately-owned and venture backed companies. He has extensive experience in real estate, manufacturing and distribution, technology, mergers & acquisitions, and transaction structuring. 
Prior to joining RSM, Craig began his career with a Big Four firm in San Antonio, Texas, later joining the Tulsa, Oklahoma office of Deloitte & Touche. In 1997, Craig returned to Birmingham where he worked for another Big Four firm prior to joining Sellers Richardson Holman & West LLP (SRHW) in 2001.
 

Korb Maxwell

Shareholder
Polsinelli

Economic development projects are the focus of Korb Maxwell’s practice. He has negotiated, secured approval of, and documented hundreds of millions of dollars in incentives for his clients’ projects in every asset class of real estate. Korb’s area of concentration is on large-scale development and employment projects that utilize complex federal, state, and municipal development incentives. His experience in working with municipalities and states in structuring and implementing incentive packages provides him with insight and practical experience that benefit clients’ real estate, economic development or employment projects. Korb has significant experience with: ... (view full description)

Woolsey McKernon

Senior Vice President
CleanFund

Woolsey has a long history of helping to build successful companies with a career spanning all facets of the global real estate industry — from development, to construction, to finance, technology and energy efficiency. At CleanFund, he is responsible for driving sales growth, emerging market strategy, marketing execution and product excellence, and has been a senior industry leader since joining CleanFund in 2016. Prior to joining CleanFund, Woolsey oversaw the growth of SCIenergy’s Managed Energy Services Agreement (MESA) business unit, led the $20m Series 2 raise, and ran Corporate Development. At Singapore-based WIRE, he was involved with numerous global capital acquisition strategies, l ... (view full description)

Brett Messing

President
SkyBridge Capital

Brett S. Messing is the President of SkyBridge Capital.  He began his career at Goldman Sachs where he held various positions including Vice President and Co-Head of the Restricted Stock Group.  Thereafter, he was a partner at Oscar Capital Management, which was acquired by Neuberger Berman, LLC.  Following the successful integration of the business, Mr. Messing founded GPS Partners, a $2.5 billion hedge fund at its peak, which focused primarily in the energy infrastructure sector.  Mr. Messing was the firm’s Managing Partner and Chief Investment Officer.  Thereafter, Mr. Messing worked for Los Angeles Mayor Antonio R. Villariagosa as Co-Chief Operating Officer responsible for economic and b ... (view full description)

Bryan Mick

President
Mick Law, P.C., LLO

Bryan S. Mick is the President of Mick Law P.C. LLO in Omaha, Nebraska, and a provider of independent due diligence services for various broker-dealers throughout the country. Mr. Mick was formerly a partner with Blackwell Sanders Peper Martin, a regional law firm based in Kansas City, Missouri. His private practice involves not only broker-dealer representation but real estate acquisition, development, and finance. He was also general counsel and investment banking Sr. VP for a broker-dealer in Omaha that syndicated real estate equity offerings in hospitality, senior living, office and retail development and acquisition. Mr. Mick's due diligence representation involves a concentration in re ... (view full description)

Ben Miller

CEO, Co-Founder
Fundrise

Ben is Co-Founder and Chief Executive Officer of Fundrise, the first low-cost real estate investment platform. With over 500,000 members and $2 billion in real estate nationwide, Fundrise leverages technology to improve efficiency and expand access to world-class real estate investment management.   Ben has over 19 years of experience in real estate investment and development. Prior to Fundrise, Ben was managing partner of WestMill Capital Partners and President of Western Development Corp., a major mixed-use development company in Washington, D.C with more than $500 million of real estate and 3 million square feet under management. A graduate of the University of Pennsylvania, h ... (view full description)

Sanjay Mody

Special Counsel
Windels Marx

Sanjay Mody's practice spans the areas of infrastructure, real estate, government and finance. He advises public and private sector clients on a range of matters, focusing on complex transactions with a governmental dimension. Prior to joining Windels Marx, Mr. Mody was counsel in the Regulatory and Government Affairs practice group at a global law firm. He also served in a prior role as Senior Advisor to the Chairman of the Port Authority of New York & New Jersey, where he advised the Chairman on policy, legal, and financial issues relating to the agency's infrastructure and economic development projects, including the rebuilding of the World Trade Center site, airport terminal redevelo ... (view full description)

Brad Molotsky

Partner
Duane Morris LLP

No biography specified

Sean Morris

Managing Director, Institutional Partners and Co-Investors
CIM Group

Sean Morris serves as a Senior Vice President and National Sales Director for the Institutions distribution channel at CIM Group®. In this role, he manages a team that focuses on relationships with smaller institutions, endowments and foundations, as well as RIAs and larger family offices.  Mr. Morris has more than 15 years of sales and marketing experience in the financial services sector. Prior to joining CIM, he was with Cole Capital for more than five years. Mr. Morris also served as Senior Vice President and National Sales Manager at Sun Life Financial, running the firm’s independent broker-dealer channel. He also held management and sales positions at Lincoln Financial and ... (view full description)

Ricky Novak

Managing Member
The Strategic Group of Companies

Ricky B. Novak serves as a Co-Managing Partner of the Strategic Group of Companies (Strategic Group), an Atlanta-based firm built on a platform of delivering tax efficiency through business solutions and private equity capital. As such, Mr. Novak leads Strategic 1031 Exchange Advisors (SEA). SEA is a boutique advisory and qualified intermediary firm specializing in the structuring and facilitation of Section 1031 tax deferred like-kind exchanges for real estate, including reverse, construction, non-safe harbor, and international exchanges for many sophisticated real estate investors and developers. Further, Mr. Novak leads Strategic Group affiliate Strategic Capital Partners (SCP ... (view full description)

Joshua Perttula

Managing Partner
Abington Emerson Investments

Joshua Perttula is a founding partner and principal of Abington Emerson Investments, LLC, (“AEI”), a private real estate investment company headquartered in Los Angeles, California. Mr. Perttula leads the firm’s real estate, finance, and investment departments. AEI’s real estate portfolio consists of multi-family, office, industrial, retail, hospitality and mobile home park assets across seven states. The firm’s strategy focuses on the acquisition, development, re-development, construction and management of commercial real estate projects in the markets where the team and/or its partners have proven track record and expertise. Mr. Perttula is also an active and established land use and gover ... (view full description)

Matthew Peurach

Partner
Morris, Manning & Martin, LLP

 Matt Peurach is Co-Chair of the firm’s Opportunity Zones Practice. A large portion of Matt’s practice focuses on structuring commercial real estate transactions, negotiating and drafting partnership agreements and LLC agreements documenting equity investments in real estate, as well as structuring private equity funds and other joint venture-related entities predominately focused on real estate investments.   Matt also advises clients on tax issues associated with real estate and other corporate transactions, including qualified opportunity fund investments in qualified opportunity zones, like-kind exchanges under Section 1031 of the Code, affordable housing/low income housing t ... (view full description)

Karl Piirimae

Partner
Windels Marx

Karl Piirimae has a multi-disciplinary practice focusing on real estate development, leasing, construction and related matters. He has handled transactions across the full spectrum of real estate assets, ranging from retail centers and corporate headquarters to the MetLife Stadium. He has a particular focus on and demonstrated experience in real estate matters involving the pharmaceutical and bio-tech industries. He has provided services to global technology firms, pharmaceutical conglomerates, educational institutions and healthcare companies. He also advises clients on acquisitions and the repositioning and expansion of existing developed assets. His practice routinely involves general cor ... (view full description)

Luke Pope

Principal
CliftonLarsonAllen LLP

Luke Pope is a tax principal with CLA in Saint Louis, MO. He has more than 13 years of experience advising clients in a wide spectrum of industries, with a heavy emphasis on assisting closely-help businesses and their owners with tax planning, consulting and compliance.  His real estate experience includes consulting related to New Market Tax Credits, Opportunity Zones, and Historic/Rehabilitation Tax Credits.
 

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Joseph Scalio

Partner, Tax
KPMG LLP

Joe is KPMG’s U.S. Tax Leader in the Publicly Traded Partnerships and Master Limited Partnerships practice and KPMG’s U.S. tax co-leader in the Umbrella Partnership Corporations practice. Joe has provided tax advisory, structuring, modeling, and reporting services to investment management entities, including funds, limited partnerships, regulated investment companies, business development companies, small business investment companies, registered investment advisers, and portfolio companies. He has extensive experience with real estate investment trusts, corporate joint ventures, and closely held business organizations.
 

Karin Schrader

VP
CIM

No biography specified

Fran Seegull

Executive Director
U.S. Impact Investing Alliance

Fran Seegull is the Executive Director of the U.S. Impact Investing Alliance.  The Alliance works to increase awareness of impact investing in the United States, foster deployment of impact capital across asset classes globally, and partner with stakeholders, including government, to build the impact investing ecosystem.    Seegull was the Chief Investment Officer at ImpactAssets where she headed investment management for The Giving Fund—an impact investing donor advised fund.  Seegull also oversaw product development and managed the Global Sustainable Agriculture and Microfinance Plus Notes.   Previously, Seegull was Managing Director at Funk Ventures, an early-stage ... (view full description)

Richard Shamos

Counsel
SG Lawyers

Richard L. Shamos is Counsel in the Firm’s Financial Services Group. Mr. Shamos advises financial services firms on the structuring and distribution of investment funds, including hedge funds, private equity funds, registered funds and sub-advised products. Mr. Shamos specializes in bespoke investment fund structures involving alternative asset classes, cross-border fund structuring and distribution, and international taxation and securities law issues. Mr. Shamos has extensive experience with the operation and design of U.S. partnership vehicles, as well as European and offshore fund structures, including Luxembourg, Irish, Dutch, Cayman, BVI and Bermuda-based companies. He has also a ... (view full description)

James Solomon

Principal & CIO
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 25 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties (SVP Acquisitions) and Soros Fund Real Estate (EVP). ... (view full description)

Reid Thomas

Executive Vice President
NES Financial

Reid Thomas serves as the Executive Vice President for NES Financial. Responsible for global sales and marketing, he brings over 20 years of sales and marketing leadership in both public and private companies in high-growth Silicon Valley technology companies.  Thomas’ past experience includes leading sales with Voice Over IP pioneer Sylantro Systems, driving revenue and market share growth to a successful IPO with VINA Technologies, and Octel Communications, which was acquired by Lucent Technologies.  During his time with NES Financial, Thomas has been instrumental in the rapid growth of the company's EB-5 business, making NES Financial the leader in EB-5 by providing innovative solutions s ... (view full description)

DJ Van Keuren

VP
Hayman Family Office

Mr. Van Keuren is a seasoned family office executive,  a Forbes Real Estate Council Member ,successful author & sought after speaker for family office conferences throughout the US.  With over 25 years of combined experience in family offices,  real estate, fund management, finance, underwriting and investment banking, Mr. Van Keuren is currently  a Vice President the Hayman Family Office, for a 2nd Generation Single Family Office, and works directly with the Patriarch.  Prior to his current position,  DJ was the Director for the Arsenal Family Office, of a Single Family Office out of Colorado who had a focus on real estate.  ​ Mr. Van Keuren  is the founding member of the Fa ... (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 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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