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Eric Alt

Managing Director, CO-CIO
Hall Capital Partners, LLC

Eric Alt is a Managing Partner and Co-Chief Investment Officer of Hall Capital Partners LLC. He is also a member of the firm's Executive Committee and Investment Review Committee.   Prior to joining the firm in 2006, Mr. Alt spent four years as a Managing Director in convertible securities at Piper Jaffray & Co. in San Francisco. Previously, he worked for Robertson Stephens, most recently as a Managing Director in the convertible securities department. While at Piper Jaffray & Co. and Robertson Stephens, Mr. Alt was involved in over 100 convertible new issue and restructuring transactions. Prior to joining Robertson Stephens in 1997, Mr. Alt was a principa ... (view full description)

Brad Bauer

Partner and President
Värde Partners, Inc.

Brad Bauer, a Partner of Värde, serves as the President of the firm. He is a member of the firm's Investment Committee and serves as chairman of its Risk Committee. Based in Minneapolis, he joined the firm in 2007 and was named Partner in 2013. As President, Brad plays a central role in firm leadership and strategic direction, including global responsibility for all non-investing activities. He previously led the firm's Global Business Development and Investor Relations team. During his first six years with Värde, Brad was involved with the management of the firm's corporate credit team and related portfolios. Brad’s experience spans an array of industries and includes restructurings, ... (view full description)

Bradley Belt

Vice Chairman
Orchard Global Asset Management

Bradley D. Belt is Vice Chairman of Orchard Global Asset Management, a global alternatives asset manager with offices in London, Singapore, Houston, Toronto and Washington, DC a role he assumed in 2013. Bradley is also the Chairman and founder of Palisades Capital Management LLC, a boutique restructuring advisory firm established in partnership with Reservoir Capital. Bradley previously was Sr. MD of the Milken Institute, responsible for heading the Institute’s expansion in Washington. In 2004-2006, Bradley served President George W. Bush’s Administration as Executive Director and CEO of the PBGC, a federally chartered corporation that insures the benefits of workers and ret ... (view full description)

Amy Bensted

Head of Hedge Fund Products

Amy is responsible for all of Preqin's hedge fund products and solutions. This involves defining Preqin’s strategic direction in the hedge fund industry, both through innovations to our award winning products as well as through our research and communications strategy in this space.

Sean Bill

Santa Clara Valley Transportation Authority

SEAN BILL has extensive experience in both the public and private sectors. He served as a Trustee for the City of San Jose’s pension board, a Sr. Advisor to the City and County of San Francisco Employees Retirement System and is currently the Investment Program Manager at the VTA. At the VTA he is responsible for the management and oversight of a multi-billion dollar portfolio. Prior to entering public service, Sean was a Principal at a Global Macro hedge fund based in Newport Beach California. He is a frequent guest on Bloomberg Television, CNBC and Fox Business News, he brings a unique perspective on the interactions between pension plans, sovereign wealth funds and altern ... (view full description)

Benjamin Black

Managing Director & Co-founder
Akkadian Ventures

Benjamin Black is the Managing Director & Co-founder of Akkadian Ventures, investing in growth-stage technology companies and providing alternative liquidity solutions to entrepreneurs, angel investors, VC funds, and employees. Ben is a sixteen-year veteran of the private equity space, and has managed successful investments in Splunk, DocuSign, RocketFuel, Palantir, Cloudmark, Ooyala, Citizenhawk, The Villa, Automattic and Telephia. Prior to Akkadian, Ben co-founded New Cycle Capital with Josh Becker to bring socially responsible investing to sectors like clean energy and social finance with seed investments in Renewable Funding and Opower. He started his investing career on the investme ... (view full description)

Adam Blitz

Principal, CEO & CIO
Evanston Capital Management, LLC

Mr. Blitz is the Chief Executive Officer, Chief Investment Officer, a Principal, a member of the Investment Committee of Evanston Capital Management, LLC, and a member of its Board of Managers. He has over fifteen years of institutional investment management experience with an emphasis in quantitative analysis, trading and risk management. Prior to helping establish Evanston Capital Management, Mr. Blitz worked in the Prime Brokerage area at Goldman, Sachs & Co., where he was responsible for developing, selling, and managing funding and financing products to offer to hedge funds. He also worked closely with the risk management group within Prime Brokerage, which is responsible for determ ... (view full description)

Adley Bowden

Vice President of Market Development and Analysis
PitchBook Data, Inc.

Adley Bowden is vice president of market development and analysis for PitchBook, which Morningstar acquired in 2016. He is responsible for managing the editorial and analyst teams and assigns and oversees the strategy for PitchBook’s news content, private market analysis, and the support of internal and external clients. Bowden also advises on product strategy, business development, and company operations. Since joining PitchBook in 2008 as a research associate, Bowden has played an instrumental role in building PitchBook’s research team. Prior to assuming his current role, Bowden served as senior director of market development and analysis, and before that, director of research. ... (view full description)

Frank Brochin

Chief Investment Officer
Berens Capital Management

FRANK BROCHIN, Chief Investment Officer, brings more than 20 years of public and private equity investment experience in developed and emerging markets. Prior to joining Berens, Frank was the co-founder and chief investment officer of StoneWater Capital, an asset management firm focused on emerging and frontier markets, in particular Asia. Previously, Frank was a partner of Warburg Pincus, a leading global private equity firm, where he led investments in the enterprise software, information technology and communications sectors in the US, Western and Eastern Europe as well as Israel. Earlier in his career, Frank spent 4 years in Tokyo, Japan, as a research engineer with Nippon Telegraph and ... (view full description)

Kenneth Brown

Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase North America. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energ ... (view full description)

Tim Bruce

Partner, Research

As director of traditional research at NEPC, Tim overseas a broad area of investment research spanning equities, fixed income, and real assets. Tim is also active in NEPCs investment research and due diligence activities in alternative investments with a particular focus on hedged equity strategies. Outside of his formal research responsibilities, Tim provides consulting services for both traditional and non-traditional asset classes of various public, corporate, Taft-Hartley and endowment/foundation clients. Tim is a member of NEPC's International Equity Advisory Group, Traditional Research Group, and the Alternative Asset Due Diligence Committee. A frequent conference&n ... (view full description)

Ophir Bruck

US Network Manager
Principles for Responsible Investment

Ophir Bruck is a US Network Manager at the Principles for Responsible Investment (PRI), the world’s leading proponent of responsible investment. With a global network of more than 1700 institutional investors and service providers collectively managing over $68 trillion in assets, the PRI works to understand the investment implications of environmental, social and governance (ESG) factors and to support its signatories in incorporating these factors into investment and ownership decisions to better manage risk and enhance returns. Ophir leads the PRI’s network and initiatives in the western United States. Prior to joining the PRI, Ophir was an analyst at the University of California Office o ... (view full description)

David Burkart

Coloma Capital Futures, LLC

David Burkart, CFA, founded Coloma Capital Futures in June 2009 and brought over eight years of portfolio management, research and client relationship experience from Barclays Global Investors where he created and managed institutional and exchange-traded commodities products and separate accounts. In addition to building an $800+ million institutional commodities business from the ground up, he was instrumental in leading BGI’s $9 billion commodities iShares efforts. Prior to his commodities responsibilities at BGI, he managed fund-of-fund and synthetic products ranging from balanced funds to target-risk strategies that utilized active derivative positioning. Earlier in his career, Mr. Burk ... (view full description)

David Butler

Managing Partner
Argosy Real Estate Partners

David is Managing Partner of Argosy Real Estate Partners, a real estate fund management firm.   Mr. Butler, based in San Francisco, is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations.  He is a member of the firm’s Investment Committee and Management Committee.. Argosy specializes in opportunistic, value-add and core-plus real estate investments. Through joint venture structures, Argosy partners with operating partners possessing significant local market knowledge and a demonstrated track record of success. Argosy Real Estate Partners currently has over $1 billion of gross real ... (view full description)

Jay Caauwe

Managing Director
Cboe Global Markets

Jay Caauwe, Managing Director of Business Development at CBOE Futures Exchange (CFE), is primarily responsible for promoting the CBOE Futures Exchange’s roster of volatility products based on the CBOE Volatility Index (VIX Index) to both sell-side and buy-side clients.   Prior to joining the Exchange in 2004, he was a floor trader at the Chicago Mercantile Exchange (CME Group) for 17 years, acting as either an independent trader or lead broker for some of the industry’s leading proprietary trading firms.   Jay serves as a board member of the FIA Chicago and is active within the City Club of Chicago, the Chicago Council on Global Affairs and is an Advisory Board Member ... (view full description)

Vincent Calcagno

Agile Fund Solutions

Background Vincent is the CEO of Agile Fund Solutions, LLC.  He specializes in operational, financial, accounting, tax and consulting for hedge funds, private equity funds, venture capital funds, fund of funds, mutual funds, and investment advisors that sponsor these products. Leveraging his extensive operational experience from his dealings in the private and public sector of the financial services industry he has both operated and advised these entities on business structure and strategy, as well as the management of financial, operational and tax matters.Professional and Industry Experience Prior to joining Agile, as pa ... (view full description)

Bhaswar (Joy) Chatterjee

Head of Syndication for Global Finance, Americas

Joy heads distribution for Global Finance Americas (consisting of infrastructure & projects, energy and commodities, aviation and real estate). He has over 20 years of experience in the financial sector particularly in the area of structured credit and has been involved in financings with a variety of debt structures and products (including senior and mezzanine loans, capital markets, ECA and derivatives) in infrastructure, power, oil and gas, aviation, shipping and real estate. Prior to joining Natixis in 2016, Joy was global co-head of the infrastructure and energy finance business at Deutsche Bank and also headed the Americas for 6 years. Joy has a Masters in Engineering from the Univ ... (view full description)

Clayton Cheek


Clayton Cheek has spent his entire career in the Alternative Investment arena in both investment and business leadership roles. Mr. Cheek began his career conducting manager due diligence for Kidder Peabody and leading the trading desk for Chesapeake Capital Corp, a pioneering firm employing systematic trading strategies in derivatives markets. Mr. Cheek headed the business development efforts for hedge fund-of-funds at Ivy Asset Management and Man Investments and now brings his industry experience to Artivest developing award-winning technology to elevate the investing experience for investors, advisors, and funds.

Dennis ChenFu

Vice President
Pershing Prime Services, a BNY Mellon Service

Dennis ChenFu is a Vice President for Pershing, a BNY Mellon company. He is in the Prime Services business development group. Based in Los Angeles, Dennis covers hedge funds and 40 Act mutual funds west of Denver.   Prior to rejoining Pershing in 2010, Dennis was a hedge fund business consultant for Bank of America Merrill Lynch (BAML) where he advised startup and multi-billion hedge funds with their business operations. Before joining BAML in 2008, he spearheaded prime brokerage sales for Fidelity where he covered hedge funds located in New York, New Jersey and Connecticut. From 1999 to 2006, Dennis worked for Bear Stearns in New York in multiple front office roles, including bu ... (view full description)

Ed Coyne

Sprott Asset Management LP

Ed joined Sprott Asset Management USA, Inc. in January of 2016 with over 23 years of investment management and sales experience. Previously, he was a Principal and Investment Specialist at Royce & Associates, LLC for over 18 years. Prior to that, Ed worked with Zweig Mutual Funds and Neuberger Berman as a Regional Sales Director. Ed began his career at Reich & Tang where he worked on the key account sales side of the institutional money market firm. Ed earned his Bachelor of Science in Architectural Studies from the University of Missouri.

Don Davis

Portfolio Manager
Prime Meridian Capital Management

Don Davis is a Principal and Portfolio Manager of Prime Meridian Capital Management, an investment management firm specializing in online P2P/marketplace lending strategies. As a seasoned industry veteran and skilled portfolio manager, Mr. Davis applies his knowledge, conservative management principles, and hands on expertise to the day-to-day management of  Prime Meridian Income Fund, LP investing in the peer-to-peer consumer lending market, Prime Meridian Small Business Lending Fund, LP investing in the small business lending market, Prime Meridian Real Estate Lending Fund, LP investing in the real estate lending market, and Poise Lending Fund, LP which is a leveraged peer-to-peer lending ... (view full description)

Michel Del Buono

Global Investment Strategist
Makena Capital Management

Lawrence Delevingne


Lawrence Delevingne is a journalist at Reuters in New York, focusing on feature writing about hedge funds. He was previously an enterprise reporter for from 2013 to 2015, mostly covering hedge and private equity funds, and a senior staff writer at hedge fund publication Absolute Return from 2010 to 2013. He has also written for Business Insider, Fortune and BusinessWeek. Delevingne holds a Master’s degree from Columbia University’s Graduate School of Journalism and a Bachelor’s degree from Georgetown University’s School of Foreign Service.

Marty Dirks

Board Member & Trustee
San José Federated Pension Plan

Marty Dirks has more than twenty years of experience as an institutional investor, including five years as the technology stock analyst/portfolio manager for Harvard University's endowment. He was the sole manager for a long/short technology portfolio which grew from $110 million to $870 million. Additionally, Mr. Dirks worked as a stock analyst at OdysseyPartners, a large multi-strategy hedge fund, and Feshbach Brothers, a large short only hedge fund. Mr. Dirks is a Board Member for the City of San Jose Retirement System, an Adjunct Professor of Finance at Golden Gate University in San Francisco and testifies as an expert witness in complex financial litigation. He holds an MBA from Harvard ... (view full description)

Mark Doherty

Managing Principal

Mr. Doherty is a managing principal at PivotalPath, overseeing the integration process of qualitative and quantitative analysis.   Prior to joining PivotalPath, Mr. Doherty concluded over 15 years of experience in the hedge fund industry including sourcing, evaluation and allocation to hedge funds.   From 2007-2012, Mr. Doherty served within the management team for Citadel, LLC’s equity platform business. During his tenure, in addition to sourcing managers, he acted as an advisor to the existing portfolio managers. Prior to Citadel, Mr. Doherty worked as a hedge fund allocator at Deutsche Bank from 2004-2007, UBS Financial Services from 2002-2004 and JP Morgan from 19 ... (view full description)

Kathleen Dunlap

Girls Who Invest, Inc.

Kathleen Powers Dunlap teamed up with Seema R. Hingorani, former CIO of the $160 Billion New York City Employees Retirement system, in 2015 to launch Girls Who Invest, a nonprofit focused on getting more girls and women into careers in portfolio management and leadership in the investment management industry. GWI’s goal is to have 30% of the world’s investable capital managed by women by 2030. The group provides education, industry accessibility and career placement.  Kathleen is an investment management industry veteran with over 35 years of experience. Most recently, Ms. Dunlap was a partner and investment committee member at Fiduciary Research and ... (view full description)

Burland East


30 years of experience on Wall Street as a Managing Director and as a NASD Broker-Dealer member-owner. Raised approximately $15 billion in capital (mostly equity) from sophisticated investors globally in 142 large-scale real estate transactions including 26 IPOs, 40 follow-on offerings, 19 private equity transactions as well as numerous converts, preferred stocks, bond offerings, tenders, mergers, strategic advisory assignments and mezzanine debt placements. Burl serves on the Board of Advisors of Cominudad Realty Partners. Comunidad Realty Partners is a dynamic real estate investment firm specializing in multifamily apartment communities in densely-populated Hispanic neighborhoods. ... (view full description)

Chris Emby

EisnerAmper, LLP

Chris Emby is an Audit Partner in the Financial Services Group. With nearly 30 years of experience, his areas of expertise focus on asset management, including audits of domestic and offshore hedge funds, private equity firms, venture capital companies, commodity pools and investment advisors. Chris also has considerable knowledge of SEC and FINRA regulations, as well as verification of performance presentations pursuant to Global Investment Performance Standards. Prior to joining the firm, Chris was with Ernst & Young. His career also includes assignments with Arthur Young, Spicer & Oppenheim and Coopers & Lybrand. Chris graduated magna cum laude ... (view full description)

Robert Ferguson

Benchmark Plus

Robert has over 30 years of experience in investment management and trading financial futures. In 1993 he co-founded Ferguson Bakken Strategies, Inc. an investment advisory firm. Before that, he was Director, Pension Fund Investments at Weyerhaeuser Company. While there, he shared responsibility for the investment management of their $1 billion pension fund. His responsibilities included investment architecture, manager selection and performance measurement. He also managed the pension fund's derivative portfolio that had a market exposure in excess of $100 million. Prior to joining Weyerhaeuser in 1986, Mr. Ferguson managed all futures and options applications for First Chicago Investment A ... (view full description)

Stuart Fiertz

Co-Founder and President
Cheyne Capital Management

Stuart Fiertz is the co-founder, President and Director of Research of Cheyne Capital Management (UK) LLP. From 1991 to June 2000, and prior to establishing Cheyne Capital, Stuart worked for Morgan Stanley where he was responsible for the development and implementation of customised portfolio strategies and for credit research in the convertible bond management practice, latterly as an Executive Director. Prior to joining Morgan Stanley, Stuart was an equity research analyst for the Value Line Investment Survey from 1984 – 1986, and a high yield credit analyst in Boston at Merrill Lynch from 1986 – 1988 and in New York at Lehman Brothers from 1988 – 1990.  During this time, Stuart was respon ... (view full description)

Nathan Ford

Eze Castle Integration

Nathan Ford is a director at Eze Castle Integration, a premier provider of managed technology solutions to over 650 alternative investment firms around the world. In this role, he is focused on delivering exceptional client service and technology guidance to the company’s clients. Previously Nathan spent five years in Eze Castle’s Midwest region, where he was instrumental in building the company’s client base.  Before joining Eze Castle Integration, he held positions at Global Futures & Forex and Wells Fargo. Nathan is a graduate of Northern Illinois University.

David Francl

Managing Director, Absolute Return
San Francisco Employees Retirement System

David Francl joined the $20 billion City and County of San Francisco Employees' Retirement System (SFERS) in February 2016 as its Managing Director of Absolute Return. Prior to joining SFERS, David spent over 18 years in a variety of management roles at Intel Corporation where he most recently served as a Director of Treasury Retirement Investments, and was responsible for its $3 billion hedge fund portfolio, and asset allocation, attribution, cash management, reporting and risk for over $15 billion of retirement assets. David’s educational background includes a BBA from the University of Wisconsin and MBA from the Haas School of Business, UC–Berkeley.  David is a frequent speake ... (view full description)

Jason Ganz

U.S. Bancorp Fund Services

Jason Ganz serves as a business development officer in the Alternative
Investment Solutions division of U.S. Bancorp Fund Services. Jason
joined U.S. Bank in March 2017 and has more than 15 years of industry
experience. Prior to this role, he worked as a director at SS&C GlobeOp.
He has a comprehensive understanding of hedge fund and private equity

Adam Geiger

Chief Investment Officer
New Legacy Group

Adam Geiger is President and Chief Investment Officer of the New Legacy Group, a multi-disciplinary Registered Investment Advisor.  The Group includes a hedge fund allocation business, an advisory firm serving families of significant net worth, and a private investment business which includes holdings in the technology, media, real estate and asset-based lending sectors.  Prior to co-founding New Legacy with Joseph Weilgus, Mr. Geiger was Chief Investment Officer of Ivy Asset Management, a leading provider of hedge fund allocation and advisory products and services.  Prior to Ivy, Mr. Geiger spent seven years in a senior position on the trading desk at Twenty-First Securities Corp. in New Yo ... (view full description)

Babak Hodjat

CEO and Co-Founder

A serial entrepreneur, Babak has started numerous Silicon Valley companies as main inventor and technologist. Prior to co-founding Sentient, he was senior director of engineering at Sybase iAnywhere, where he led mobile solutions engineering. Babak was also a co-founder, CTO and board member of Dejima Inc., which was acquired by Sybase in April 2004. He is the primary inventor of Dejima’s patented, agent-oriented technology applied to intelligent interfaces for mobile and enterprise computing – the technology behind Apple’s Siri. Babak is a published scholar in various fields, including Artificial Life, Agent-Oriented Software Engineering, and Distributed Artificial Intelligence. He has 31 g ... (view full description)

Damir Hot


Chris Huggins

Head of Multi-Strategy Credit

 Chris Huggins is the head of Man GLG’s multi-strategy credit business and portfolio manager of Man GLG’s CRAVE and Market Neutral strategies. He also runs the European capital structure arbitrage and European convertibles books within the Market Neutral strategy. Chris joined the Man GLG credit team from Deutsche Bank in 2006. At Deutsche Bank, he was a Director within the Global Credit Trading team and focused on convertible bond trading and structuring. Chris graduated from the University of Warwick in 2000 with a BSc Hons in Pure Mathematics and Business.

Kathleen Kennedy Townsend

Managing Director
The Rock Creek Group

Ms. Townsend has a long history of accomplishment in the public arena, and for the last decade has in the private sector. Ms. Townsend founded the Center for Retirement Initiatives at the McCourt School of Public Policy at Georgetown University, where she is a Research Professor. The Center helps states implement policies and programs to make advance retirement security.  She is Chair of the Governor’s Retirement Security Task Force for the State of Maryland. She is a Managing Director at the Rock Creek Group, an investment management company She was Maryland’s first woman Lieutenant Governor where she was in charge of a multimillion dollar budget and had oversight of major cabin ... (view full description)

Valery Komissarova

Grishin Robotics

Valery Komissarova is a Principal at Grishin Robotics, first hardware-only VC firm, now investing $100M fund. She sourced multiple investments in firm's portfolio, including Spire, littleBits, Zipline, Sphero and others. Prior to Grishin Robotics, Valery worked in engineering, marketing & business development roles at multiple startups, most recently - Mail.Ru Group, now the largest internet-company in Eastern Europe that went public on LSE in 2010. 

Brian Lahart

Managing Director, Asset Management
Abbot Downing

Mr. Lahart is a Managing Director of Asset Management for Abbot Downing - a Wells Fargo Business. He leads a team which is responsible for sourcing and vetting external fund managers across both traditional and alternative strategies. Since joining the firm in 2007, Mr. Lahart has been a leader in the design and construction of the Abbot Downing investment platform which includes a proprietary risk assessment model designed to quantify the unique risk factors typically associated with alternative strategies. He is a senior member of the Abbot Downing Asset Allocation, Due Diligence, and Risk Optics committees. Prior to joining Wells Fargo, Mr. Lahart was a Partner and Head of Risk Managem ... (view full description)

Derrick Land

Managing Director
Man Group

Derrick leads Man GPM Aalto’s US activities with a focus on originating and structuring US investments in real estate equity and debt. Prior to Aalto, Derrick was the lead banker at Wells Fargo Securities responsible for lending and securitization programs in the single family rental, non-performing and re-performing residential loan and residential bridge lending asset classes. He previously worked as an attorney at Cadwalader, Wickersham & Taft. Derrick graduated with high distinction from the University of Michigan in Ann Arbor, MI and earned his Juris Doctor, magna cum laude, from Tulane University School of Law in New Orleans.

Bill Luby

Luby Asset Management

Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management firm that specializes in VIX products, volatility derivatives and liquid alternative investments. Bill’s research and trading interests focus on volatility, market sentiment, technical analysis, options and exchange-traded products.  His work has been has been quoted in the Wall Street Journal, Financial Times, Barron’s and other publications.  A frequent contributor to Barron’s, Bill also co-founded Expiring Monthly: The Options Traders Journal and publishes the VIX and More blog as well as a weekly investment newsletter from just north of San Francisco.  Prior to becomin ... (view full description)

Farouki Majeed

Chief Investment Officer
Ohio School Employees Retirement System

    Farouki Majeed joined School Employees Retirement System of Ohio as Chief Investment Officer in July, 2012. Mr. Majeed comes to SERS of Ohio from CalPERS, where he served as Senior Investment Officer – Asset Allocation and Risk management from 2007 to 2012. Previously, Mr. Majeed was the inaugural CIO of the Abu Dhabi retirement Pensions and Benefits Fund of the United Arab Emirates.  He was Deputy Director, Investments, for the Ohio Public Employees Retirement System from 2002 – 2004. Mr. Majeed was Chief Investment Officer for the Orange County Employees Retirement System from 1997 – 2002 and Investment Officer of the Minneapolis employees retirement Fund from 1991 – ... (view full description)

Bill Malloy

Sway Ventures

Bill Malloy is a founding General Partner at Sway Ventures, where he is focused on IT software investing, hands-on operational support, and building the strategic ecosystem between the US and EMEA. His responsibilities focused on strategy and go-to-market plans for new product development. Bill Malloy is an innovative financier and technologist with a record of successfully investing in inefficient markets. He currently holds board positions in a number of Sway Ventures portfolio companies including Locoroll, EVRYTHNG, Tally, Penrose Studios, Le Tote, Zanbato, Mocana,  ... (view full description)

Chad Martinson

Managing Director
Efficient Capital Management

Mr. Martinson is the Managing Director, Investments at Efficient Capital Management, LLC where he serves as the portfolio manager for Efficient’s flagship managed futures fund.  In addition, Mr. Martinson leads the Investment Team and is a member of the Senior Executive Committee.   Mr. Martinson joined Efficient Capital Management in 2002 and has served as the Portfolio Manager since the beginning of 2008.  He currently directs the investment of more than $2.5 billion in nominal assets.    Mr. Martinson graduated from Taylor University in 1994 with a BA in Chemistry/Pre-med.  He holds a Series 3 license and is a Chartered Alternative Investment Analyst Designee (CAIASM)

Bradshaw McKee

Managing Director
Gramercy Funds Management

Bradshaw McKee, Managing DirectorCapital Solutions and Distressed Portfolio Manager Mr. McKee has over 24 years of distressed and structured credit experience in emerging markets. He is part of Gramercy’s Alternatives Portfolio Management team and Capital Solutions effort. Specifically, he is responsible for recommending, sourcing and managing distressed and high yield corporate bonds, capital solutions transactions and direct lending opportunities across the platform. He is a member of the Investment Committee and reports directly to Robert Koenigsberger, CIO.   Prior to joining Gramercy in 2017, Mr. McKee spent 11 years as ... (view full description)

Andy Melvin

Managing Director
Information Management Network

Ryan Morris

Meson Capital Partners LLC

Ryan Morris is an entrepreneur and investor, he founded Meson Capital in February 2009 and has insider experience at 5 public companies including 3 as Chairman of the Board. In July 2008, after finishing his B.S. and M.Eng. from Cornell University in Operations Research & Information Engineering, Mr. Morris was Co-Founder and CEO of VideoNote LLC, a software company dedicated to capturing and indexing the videos of college lectures. Ryan is passionate about using technology and software to solve hard problems that allow man to play to his/her strengths.  He was formerly a champion rower and road cyclist so is particularly passionate about ending the use of fossil ... (view full description)

Brian Nugent

Founding General Partner
Sway Ventures

Brian Nugent is a founding General Partner of Sway Ventures, as well as a seasoned technology industry executive, entrepreneur and board director. As an investor, entrepreneur, operator and strategic advisor in over 150 technology ventures, Brian has built domain expertise and deep connections across the IT industry on five continents. Brian has a proven record of driving software, SaaS, hardware and IT Services companies to market leadership positions. As an entrepreneur and operating executive he ran both public and privately-held enterprise software companies. Previously, Brian was a senior executive at Teros (acquired by Citrix), Atrica (acquired by Nokia-Siemens) and LuxN ( ... (view full description)

Scott O'Callaghan

Rotation Capital

Mr. O'Callaghan joined Rotation Capital at inception and is responsible for all business development activities for the Company.  In addition, he is also a member of the Investment Committee. Prior to joining Rotation, Mr. O'Callaghan spent five years at MidOcean Credit Partners, where he was one of the founders, a member of the Investment Committee and Head of the Valuation Committee. Previously, Mr. O'Callaghan spent over 20 years in the leveraged credit markets in distribution and management roles.   At Bank of America, he was Global Head of Leveraged Finance Distribution and also served on the Global Credit Products management operating committee. Prior to joining Bank of America, Mr. O' ... (view full description)

Mark Okada

Co-founder and Co-Chief Investment Officer
Highland Capital Management, L.P.

Mark Okada is Co-founder and Co-Chief Investment Officer of Highland Capital Management, L.P., a multibillion-dollar global alternative investment firm. In his role, Mr. Okada oversees Highland’s broad investment activities across the institutional and retail investment platforms, which include hedge funds, separate accounts, special situation private equity, collateralized loan obligations (CLOs), mutual funds, and ETFs. With more than 30 years of experience in credit markets, Mr. Okada is widely regarded as an industry innovator in alternative credit investing; he is responsible for structuring one of the industry’s first non-bank CLOs and is a pioneer in the development of the bank loan m ... (view full description)

Sean Olesen

Director, Investments
Dignity Health

Sean Olesen joined Dignity Health as Director, Investments in 2015. At Dignity Health, he helps manage approximately $9.5 billion in assets across all asset classes. He joined Dignity Health from Ascent Private Capital Management of U.S. Bank where he was Director, Private Capital and Impact Investing. At Ascent, he helped manage the private capital investment platform for the Ascent client base and the all asset class impact investment platform for all clients of U.S. Bank wealth management. Earlier in his career, he consulted to Anfield Group, LLC and was Director, Alternative Investments at a multi-billion dollar single family office.   Sean holds an MBA from the Yale School o ... (view full description)

Yaad Oren

Technical Advisor

Seth Page

Partner & COO
SRP Ventures / ThroughPut Inc.

Seth Page is a Silicon Valley native and former programmer, hacker & phreaker turned cross-border deal-maker, i-banker, financier and serial entrepreneur with 7 start-ups and 6 exits as Founder / Executive and dozens more as Investor, Board Director, Advisor & iBanker / PE. He boasts a diversified deep tech background with focus in the areas of Industrial IOT, Machine Learning, AI, Cognitive Predictive Maintenance, Data Science, Big Data, Security & Telecommunications with over 20 years of experience in Strategic Partnering, Business Development, Corporate Development & Operations. He Eats learning curves & VC cycles for lunch. He's founded, funded, scaled and exited mult ... (view full description)

Mark Perry

Managing Director
Wilshire Private Markets

Mr. Perry serves on WPM’s Business Committee and its Investment Committee. He is responsible for sourcing, performing due diligence on and monitoring investments across private markets sectors within the U.S. and Canada.  Prior to joining Wilshire, Mr. Perry was a Vice President at Centinela Capital Partners.  He obtained his Bachelor of Science in Electrical Engineering and Master of Business Administration in Finance from the University of California, Los Angeles, and his MS in Electrical Engineering from Stanford University. Mr. Perry joined Wilshire in 2012.

J. Daniel Plants

Managing Partner
Voce Capital Management LLC

J. Daniel Plants founded Voce Capital Management LLC, a value-oriented, employee-owned investment advisor, in 2011. His two decades of experience prior to Voce featured leadership roles from Wall Street to Sand Hill Road, including executive positions in the mergers and acquisitions groups at Goldman, Sachs & Co. and JPMorgan. Leveraging this unique professional background, Voce selectively uses public activism to enhance its returns and mitigate its risks. Voce’s efforts have resulted in numerous successes for its investors as well as other public shareholders at many companies, including Obagi Medical Products; Harmonic; Solta Medical; Oplink Communications; Intevac; ITG; a ... (view full description)

Stephen Prince

Co-Head of Asset Management
TFG Asset Management

Stephen Prince joined in 2015 and is the Head of TFG Asset Management and a member of the Investment Committee and Risk Committee of Tetragon’s investment manager.  He was previously the Deputy Chief Investment Officer and Chair of the Investment Committee of Silver Creek Capital Management, a $7 billion alternative investment firm. Prior to joining Silver Creek in 2007, Mr. Prince helped found and was on the investment team of two long/short equity hedge funds. Mr. Prince began his career at Tiger Management L.L.C. Mr. Prince received an A.B. degree from Princeton University and an M.B.A. degree from Harvard Business School. He is based in New York.

Scott Ray

Director of Sales

Tim Recker

CIO & Treasurer
James Irvine Foundation

Bruce Richards

Chairman & CEO
Marathon Asset Management

Bruce Richards is the Chief Executive Officer and Co-Managing Partner of Marathon Asset Management. Richards is responsible for general oversight of the $12.7 billion the firm manages on behalf of its institutional investors. He also leads the firm’s Executive Committee and is a member of its Investment Committee. Richards' day-to-day presence is critical in maximizing Marathon's synergies and leveraging the intellectual capital throughout Marathon.   Richards co-founded Marathon with Louis Hanover in January 1998. The firm focuses on the global credit markets, specifically corporate debt (both performing and distressed debt) and the structured debt markets. Marathon ... (view full description)

Cara Roche

Managing Director
ZAIS Group

Ms. Roche serves as a Portfolio Manager and Managing Director at ZAIS and is responsible for securitized corporate credit.  Since joining ZAIS, Ms. Roche has had significant involvement in the investment analysis of corporate backed CDO tranches, credit derivatives and synthetic securitizations and the management of the funds holding these securities.  She also contributed to the development of analytical systems and the group’s quantitative modeling capabilities.  Before joining ZAIS in September of 2004, Ms. Roche attended New York University and Trinity College Dublin.  She received a B.S. in Chemistry from NYU in 2004 and an M.A. in Mathematics of Finance from Col ... (view full description)

Eric Rubenfeld

Fragner Seifert Pace & Winograd, LLP

Eric Rubenfeld is in his third decade of helping clients solve challenging legal and regulatory problems. He is a business focused lawyer with experience in executive in-house positions and at large private law firms   Before returning to private law practice in 2017, Mr. Rubenfeld spent 12 years as in-house counsel, including 10 years with institutional investment advisors specializing in private and public equity investments in real estate, infrastructure and corporate debt and equity, including as general counsel and chief legal officer and chief compliance officer. In those roles, Mr. Rubenfeld helped to organize and advise numerous private and public funds, including public ... (view full description)

Ed Rzeszowski

Portfolio Manager
BlackRock Alternative Advisors

Edward Rzeszowski, Managing Director, is a portfolio manager within BlackRock Alternative Advisors (BAA), the firm’s hedge fund solutions team. As part of the Absolute Return Strategies Manager Research Group, Mr. Rzeszowski oversees sourcing, performance, due diligence and monitoring of hedge fund managers for both privately offered funds and mutual funds. Mr. Rzeszowski’s service with the firm dates back to 1995, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Rzeszowski was a Senior Hedge Fund Analyst and Portfolio Manager for several privately offered hedge funds. Previo ... (view full description)

Peter Sanchez

Northern Trust

Peter is an Executive Vice President at Northern Trust and CEO of Northern Trust Hedge Fund Services (NTHFS). His responsibilities include the strategic planning, development and launch of NTHFS, a separate division of Northern Trust’s Global Fund Services. Peter is also responsible for elevating Northern Trust’s profile in the fund administration market. Prior to joining Northern Trust in 2011 through their acquisition of Citadel’s Omnium technology platform, Peter served as Omnium’s Global Head of Business Development and Client Service, responsible for all new business sales and client relationships. With over 20 years of industry experience, Peter has held various ... (view full description)

Thomas Schumann

Thomas Schumann Capital LLC

Nearly a third of the world is subject to water stress, a burgeoning crisis that only promises to get worse as climate change exacerbates droughts and flooding, and as population growth fuels ever-growing water demands for consumption, agriculture, and other human activities. The effects that changes in access to water will have on businesses will be nothing short of transformational to the global economy, creating winners (those that manage water well) and losers (those that mismanage water resources) -- and in turn, creating significant new investment opportunities. Thomas Schumann is the leading expert working at the intersection of water security and sustainable investment to ... (view full description)

Neil Sheth

Director of Alternative Assets Research

Scott Smith

Aquarius Equipment Finance, Inc.

Scott Smith is the President and Founder of Aquarius Equipment Finance, a leading investor in intermodal containers that are leased on a long-term basis to container shipping lines, with over $1.1 billion invested in the last 20 years. He earned a MBA from Harvard University and a BA from Hartwick College.   

Arvin Soh

Portfolio Manager & Invest. Committee Member
GAM Alternative Investments

Arvin Soh is a Portfolio Manager in GAM's Global Investment Solutions team, responsible for their global macro and systematic investments. In addition, as an Investment Committee member, he is also involved in broader hedge fund strategies and portfolios. Prior to joining GAM in 2005, Arvin was a manager within the pension group at Pfizer, with primary responsibility for manager selection in international equity, global macro and currency funds. Before that, he was an assistant portfolio manager, where he managed capital with a focus on technology and media companies at a quantitatively based fundamental hedge fund. Arvin began his career at Bankers Trust/Deutsche Bank, where he was a vice p ... (view full description)

Natalia Sokolova

Managing Partner
Sokol Family Office (Switzerland)

Ms. Sokolova, is a global Family Office professional as well as an active investor and strategic advisor for a number of startups with paradigm shifting technologies. She has deep relationships with HNW and UHNW, and single/multifamily offices globally. Ms. Sokolova, is the Founder and Managing Member of SGG World LLC, a strategic consulting firm established in 2006 to utilize her and her family’s (Sokol Family Office-SFO) relationships to build a strategic consulting firm.  Ms. Sokolova is also a member of the Family Office platform.  Our firm focuses on investments and operations in the natural resource sector as well as in Technology, Artificial Intelligence, Big ... (view full description)

Ray Sturm

Founder & Chief Executive Officer

Ray Sturm is the Founder and CEO of AlphaFlow, an investment management company that specializes in alternative fixed-income real estate investments. AlphaFlow empowers real estate investors with the data, transparency, and tracking that used to be accessed only by investment professionals.   Ray is a leading entrepreneur in financial technology (FinTech). Prior to launching AlphaFlow, he founded RealtyShares, one of the industry's top platforms for real estate investing. His early career in finance included investment banking at Bear Stearns, Lazard Frères and CCMP Capital and serving as Director of Business Development for SmartDrive Systems. Ray has a BBA-Finance from th ... (view full description)

Dennis Sugino

Kansa Advisory LLC

Dennis Sugino is the Founder of Kansa Advisory LLC.  Kansa assists institutional investors with fiduciary oversight and evaluation of their Outsourced Chief Investment Officer (OCIO) relationship.    Dennis has over 30 years of senior level experience in the investment management industry.  He was the president and co-founder of Cliffwater LLC, an alternatives investment consulting firm focused on institutional investors.  Dennis was an executive committee member and partner at Aristotle Capital LLC, an asset manager focused on equity and credit strategies.  Prior to that, Dennis was a managing director and principal at Wilshire Associates where he focused on the firm’s larger an ... (view full description)

Christopher Teets

Red Mountain Capital Partners LLC

Prior to joining Red Mountain in 2005, Mr. Teets was a Vice President at Goldman Sachs where he worked in the investment banking division on mergers and acquisitions, recapitalizations, debt and equity offerings, corporate restructurings and raid defense. Mr. Teets has experience in a number of industries, including industrials, transportation, consumer retail, business services and financial institutions. Prior to Goldman Sachs, he worked in the investment banking division of Citigroup. He received his B.A. in Economics and International Relations from Occidental College in 1996, where he was elected to Phi Beta Kappa, and received his M.Sc. in the Faculty of Economics from the London Schoo ... (view full description)

Amit Thanki

Investment Officer
San Bernardino County Employees' Retirement Association

Mr. Thanki is an Investment Officer with the San Bernardino County Employees’ Retirement System (SBCERA). As a member of the investment team, he is responsible for the development of investment goals, underwriting investments in private/public equity and debt, investment manager selection and oversight, and relationship with custodian bank.   Prior to joining SBCERA in April 2012, Mr. Thanki was an Investment Analyst at Orange County Employees’ Retirement System (OCERS) where he was responsible for the oversight of the hedge fund, public equity, and public fixed income portfolios. He started his investment career at PIMCO and as a member of the marketing and business development ... (view full description)

Adam Wagner

Chief Operating Officer
Blue Jay Capital Management LLC

Adam Wagner is the Chief Operating Officer of Blue Jay Capital Management LLC.  In his current role, Mr. Wagner is responsible for the daily trading operations, marketing and investor relations functions at Blue Jay which manages long/short equity healthcare portfolios.      Prior to joining Blue Jay in 2013, Mr. Wagner was a vice president of Pershing LLC, a BNY Mellon company, where he was a senior member of the Sales and Relationship Management group within Pershing Prime Services.  Mr. Wagner was responsible for establishing and maintaining prime brokerage and financing relationships with hedge funds, mutual funds and other alternative managers.   Bef ... (view full description)

Steve Walker

Cobaltix Compliance

Steve earned a Bachelor's degree in history from University of California, Berkeley and studied international economics at American University. He began his career in technology in 1990, working in networking and security for companies including Bechtel, Cohesive, 3Com, Good, and Exodus.   In 2003, Steve started Cobaltix. Since then, many of Steve’s clients started asking for not just security services, but also for compliance work, so in 2015, he decided to branch out with Cameron Bellamy's help, creating Cobaltix Compliance to address these financial compliance and regulatory needs.  In addition to running Cobaltix and working with Cameron on Cobaltix Compliance, St ... (view full description)

James Walsh

Head of Portfolio Advisory
Albourne America LLC

James Walsh  James is Global Head of the Portfolio Advisory team at Albourne, where he joined in 2012. Albourne is an all alternatives consultant with over 265 clients globally, and founded in 1994.   Previously, James was CIO at Cornell University’s endowment fund for four years, and spent 11 years at Hermes Pensions Management (the executive arm of the UK’s BT Pension Scheme), where he was Executive Director, Strategy and Alternatives from 2001-2006. While at Hermes, James was responsible for providing strategic advice to the Trustees, managing the Scheme-wide tactical asset allocation program, as well as the risk and performance functions. He also ... (view full description)

Casey Wamsley

Senior VP
Infinity Capital Partners

Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets, with a focus on alterantives. Prior to joining Infinity Capital Partners, Casey was Managing Director at Collins Capital specializing in alternative investments with advisor firms, family offices and institutions. Collins Capital was aquired by Infinity Captial. Prior to Collins, Casey was the founder and CIO of Phoenician Capital, LLC. He has held leading roles at prominent investment consulting and advisory firms. Casey graduated from Southern Methodist University with a BBA in Finance.

Michael Weinberg

MOV37 and Protégé Partners

For more than two decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes.    He is the Chief Investment Officer at MOV37 and Protege Partners, where he is a Senior Managing Director, and on the investment, management and risk committees.  Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Pension, Sovereign and Institutional Investing, an advanced MBA course that he created.    He was a portfolio manager and global head of equities at FRM, a multi-strategy investment solutions provider.  Prior to that, Michael was a ... (view full description)

James White

Portfolio Manager
Tugar Capital Management, LLC

 Prior to executing a derivative consulting business for  Tugar Capital, LP and Palisade Capital, LLC.,  Mr. White was a Principal and Portfolio Manager for Excelsior Capital Management, LLC, concentrating on relative value and volatility strategies. He also developed a unique tail risk hedging strategy which he has adapted to help hedge numerous portfolios. From  2014-2017 Mr. White  worked exclusively as a consultant and portfolio manager for Palisade Capital Management, LLC concentrating on convertible bond  and derivative based hedging strategies. Mr. White has also done extensive work in the areas of business development,  investor relations and was ... (view full description)

Bradford E Willmore

Executive Managing Director & Portfolio Manager
Sarus Capital Management LLC

Mr. Willmore has over twenty-five years experience in investment banking and asset management in the U.S., Asia, and Europe and is the Executive Managing Director of Sarus Capital Management, LLC.  Mr. Willmore has been working in Vietnam since 2007 and has been active in the valuation of companies in Indochina as well as writing on the economic and market environments in Vietnam.  He leads Sarus Capital’s due diligence team in company evaluations and in research analysis covering over 400 companies on the local exchanges.  Mr. Willmore has been active in advising Ministries in Vietnam on valuation and privatization strategies, as well as State Owned Entities in Vietnam since 2007.    ... (view full description)

Sara Yamotahari

Global Sovereign Wealth & Pension Fund Leader, Tax
Ernst & Young LLP

▶SY is EY Global  Sovereign Wealth and Pension Funds Leader, Tax. She works closely with tax, transaction and advisory teams across all markets globally to provide EY’s integrated global service offering with a key focus on the institutional investor market and their specific needs. ▶Prior to joining EY, SY  performed a dual role at OMERS, one of the largest Canadian pension funds,  as Head of Tax as well as senior managing director for OMERS strategic  airports platform  Airports Worldwide  with airports in Europe, US and South America  but also actively pursued airport opportunities in the Philippines, South Korea, India, Turkey, Brazil and Japan as both an equity investor ... (view full description)
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Event Contacts for Total Alts 2017


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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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