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Adryenn Ashley

Author / Partner
Minting The Future / Slay Ventures

Award-winning best selling author Adryenn earned her “high tech priestess” stripes by crashing computers and breaking into banks—at their request of course, and has owned bitcoin since 2009. Recently named one of the Top 45 over 45 and one of the Top 100 Blockchain Influencers in the world (reaching #6 and the top female), Adryenn is no stranger to mastering emerging technologies.   Her next book, “Minting the Future,” covers the rise of blockchain and how entrepreneurs can incorporate and benefit from this revolutionary technology and fund their startups with ICOs. She's no stranger to disrupting industry. In her last startup she turned fan engagement into #SocialTV profits with ... (view full description)

Chris Aymond

Director
Salt Blockchain Asset Management

CHRIS AYMOND DIRECTOR of Investor Relations Chris has joined the SALT Blockchain Asset Management team (S-BAM) with 30 years of sales and marketing experience in the securities industry. Prior to joining S-BAM , Chris was a co-founder and principal at Absolute Investment Advisers, LLC. He has also held various marketing and sales management positions at Putnam Investments and Federated Investors, Inc. Chris has a B.A. in Economics from Denison University. He also has his series 7, 63, 26 and 65 licenses. Salt is an investment advisor with a specialized expertise in alternative fixed income and blockchain related investment strategies. Our credit strategies offer curre ... (view full description)

Adam Bain

Partner
Sway Ventures

Adam is a partner at Sway Ventures, a San Francisco-based venture capital fund focused on software technologies.  At Sway, Adam focuses on strategic capital (for both the firm and for underlying portfolio companies) and is also part of the Fintech “Tiger team” internally focused on formulating strategy and making investments in fintech companies.  Additionally, Adam is the founder of Stormont Capital Advisors which focuses on supporting asset management firms in their growth.  Adam has been working with top-tier financial institutions for nearly 20 years and has a breadth of experience that includes: institutional fixed-income sales, interested rate and credit derivative structuring and trad ... (view full description)

Teresa Barger

CEO and Co-CIO
Cartica Management

  Ms. Barger spent 21 years at the International Finance Corporation investing in emerging markets companies in nearly all regions of the world. Almost all of her investments were in equity with a few debt investments. At IFC, among other positions, she was Division Manager for Africa, Deputy Director of Credit/Investment Review, and Director of Private Equity and Investment Funds.  In that post she created the first index for EM private equity and co-founded the Emerging Markets Private Equity Association (EMPEA). Ms. Barger also developed the first two corporate governance funds in the Emerging Markets, for Korea and Brazil. She was subsequently Director of Corporate Governance and S ... (view full description)

Patrick Beaudan

CEO
Emotomy

Dr. Patrick Beaudan is the CEO of Emotomy and Belvedere Advisors. Prior to the launch Emotomy in 2014 and Belvedere Advisors in 2002, Dr. Beaudan was the Chief Executive Officer of Equity Capital Network, a venture capital firm operating in the US and in Europe. Previously, Dr. Beaudan was a Vice President at Lehman Brothers in charge of the firm's European strategy, product development and corporate mergers and acquisitions. He joined Lehman Brothers from McKinsey & Company, a global management consulting firm where he worked primarily with financial institutions and healthcare companies in North America. Dr.Beaudan is a reserve officer in the French air force and the author of several ... (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)

Jonathan Benassaya

Founder and CEO
IronChain Capital

Jonathan Benassaya is the Founder and Chief Executive Officer of IronChain Capital. Prior to founding the company in February 2017, Mr Benassaya was an Entrepreneur in Residence at the venture capital firm Matrix Partners. Throughout his career, Mr Benassaya founded or co-founded multiple companies. In 2005, he founded MagicParty in Paris as the first in-game advertising network in China which he sold in 2006 to NGI, a Beijing-based marketing company. In 2007, Mr Benassaya founded Deezer, the first legal music streaming platform, and held the position of Chairman and Chief Executive Officer until 2010. Deezer was the first startup company to sign licensing deals with the major music labels a ... (view full description)

Dmitry Berenzon

Student
University of California, Berkeley

No biography specified

Bill Bracamontes

VP
Wilshire Private Markets

Mr. Bracamontes is responsible for monitoring existing private markets investments and analysis of new private markets investment opportunities in the U.S., for primary and secondary partnership investments, as well as direct co-investments.  In recent years, Mr. Bracamontes has played an integral role in WPM’s investments in the venture capital and growth equity segments of the U.S. market.  He received his Bachelor of Arts in Economics from Stanford University.  Mr. Bracamontes joined Wilshire in 2007.

Michael Bucella

Partner
BlockTower Capital

Mike was with Goldman Sachs since 2008, most recently with responsibility for Multi-Asset Sales & Trading in Canada and for leading efforts to expand the strategy globally. Previously, he helped lead Goldman’s Institutional Global Equities business, and prior to that, was part of the firm’s Asset Management division (GSAM). Mike holds a BS in Finance, Economics and Accounting from Fordham University.
 

David Burkart

Founder
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)

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)

Vivek Chauhan

Student
Wharton School of Business

Vivek Chauhan is a second year MBA student at Wharton and founder of Penn Blockchain Club. Penn Blockchain Club is the second largest student blockchain club in the world and has members from across 12 schools in UPenn including engineering, Management, Law etc. He led the growth of club to more than 430 members who are actively engaged in a range of education and development activities around blockchain via Speaker events, Workshops, White paper session, Conference, student led classes etc. He worked at ConsenSys over the summer in Product Management and Business Development capacity. Prior to Wharton, Vivek led Deutsche Bank's quantitative trading business as a VP in the ... (view full description)

Courtney Clark

Managing Director
Aspen Peak Advisors

Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. As analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.  Prior to TerraNova, Courtney worked in a Sales Director capacity for Resort Quest Inter ... (view full description)

Ricardo Cortez

Co-CEO
Broadmark Asset Management, LLC

As Co-Chief Executive Officer, Mr. Cortez is responsible for the management of Broadmark’s day-to-day business activities as well as the oversight of the firm’s sales and marketing efforts. In addition, he is a member of the Investment Team and serves as the firm’s Chief Risk Officer. Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. Before Broadmark, he was President of the Private Client Group for Torrey Associates, LLC. Additional prior roles include Vice President at Goldman Sachs serving as Product Manager of the firm’s Global Multi-Manager Strategies program, and Senior Vice President with Prudential Investme ... (view full description)

Ronan Cosgrave

Managing Director
PAAMCO

Ronan Cosgrave, CFA, CQF is a Managing Director and is Portfolio Manager for PAAMCO’s LDI and Long Duration solutions. He serves also as the main point of contact for certain institutional investor relationships and has served as sector specialist responsible for manager selection for Convertible Bond Hedging and Volatility Arbitrage and as a member of the Investment Oversight Committee. Prior to joining PAAMCO, Ronan worked as a Process Engineer at IBM’s Storage Technology Division sites in Silicon Valley, Germany and Ireland. He also did chemical engineering design and commissioning for ProsCon, an Irish engineering and process control consultancy. Ronan received an MBA from Columbia ... (view full description)

Ed Coyne

EVP
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.

Anthony DiPrinzio

President
Blockchain at Berkeley

Anthony DiPrinzio is a senior at the University of California, Berkeley majoring in Economics with a concentration in Entrepreneurship & Technology. He is currently the Co-President of Blockchain at Berkeley, the world's largest and most successful university-based blockchain organization. By positioning itself as the bridge between academia and the public sphere, Blockchain at Berkeley provides the knowledge and education that the rapidly-evolving blockchain industry so desperately needs. As the former Head of Consulting Anthony managed the organization's blockchain PoC projects with Fortune 500 companies, including Airbus, Qualcomm, BMW and ExxonMobil. This summer Anthony w ... (view full description)

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)

Tim Draper

Founding Partner
Draper Associates

Tim Draper is the founding partner of Draper Associates and DFJ. Tim’s original suggestion to use viral marketing as a method for spreading a software application from customer to customer was instrumental to the successes of Hotmail, Skype, and others.  Tim has been recognized as a leading supporter of entrepreneurship with numerous awards and honors. He was listed as #46 of the most outstanding Harvard alumni, #7 on the Forbes Midas List, #1 of the Most Networked Venture Capitalists by Always On, and #98 in Worth Magazine’s 100 Most Powerful People in Finance. Tim also received the World Entrepreneurship Forum’s “Entrepreneur for the World” in 2015.  Tim received a ... (view full description)

Nic Easley

CEO & Managing Director
Multiverse Capital

Nic Easley is the founder and CEO of 3C Consulting, LLC. Nic is a globally recognized cannabis industry expert who is frequently a keynote speaker, panelist, and writer for many of the industry’s top conferences and publications. Nic and his team have traveled to 30 countries and worked with over 200 cannabis clients. Nic serves on numerous state regulatory boards ranging from agriculture, public health and human safety, pesticides, and business practices. He is also a committee or board member for multiple cannabis industry organizations, including a Steering Committee Member for the Fight Opioid Addiction and Overdose with Medical Cannabis Project. Nic received a High Times Trail Blazer aw ... (view full description)

Scott Elisha

Chief Options Strategist
Perigon Wealth Management

Mr. Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the Head Trader and Portfolio Manager at Lombard Street Partners. LLC. Scott was also a Co- Founder of LOG-e Solutions, Prior to Lombard Street. Scott spent one year at Citadel Derivatives Group and was the Head Trader on the Pacific Options Exchange. Prior to Citadel, he was a Principal at Wolverine Trading LLC for 10 years, one of the largest options market makers in the world. At Wolverine Scott was the Head Trader in charge of all index trading in the OEX complex on the CBOE from 1994-1998, and all trading in the San Francisco office on the Pacific Exchange from 1998-20 ... (view full description)

Chris Emby

Partner
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 with a B ... (view full description)

Tim Enneking

Managing Director
Crypto Asset Management

Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM").  Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies. Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund. Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French ... (view full description)

Tim Everett

Institutional Portfolio Manager
K2 Advisors

  Timothy Everett is Institutional Portfolio Manager at K2 Advisors. Mr. Everett works closely with both Portfolio Construction and Research teams at K2 to understand and articulate current investment conditions, portfolio positioning and targeted allocations with focus on the 40 Act and UCITS funds. Mr. Everett has over 20 years of investment experience with the most recent 11 years at various hedge funds.  During his career Mr. Everett has overseen equity investments in Latin America, Europe and the US with his most recent experience managing a Long Short Portfolio focused on Industrial equities at UBS O'Connor.   Mr. Everett has worked at mutual funds including STI Capit ... (view full description)

Isaac Foster

Co-Founder & Managing Partner
The Portland Cannabis Market

Co-founder & Managing Partner, The Portland Cannabis Market   Isaac Foster brings over 20 years’ experience in building & exiting companies in multiple industries including Telecom, Lifesciences, Financial services, Defense Electronics and Consumer Services to the emerging Cannabis industry.  Isaac has held CFO & COO positions in 8 startups as well as MP or MD positions in Investment Banking, Venture Capital and Hedge Funds.  Isaac is currently scaling a cannabis wholesale and distribution company in Portland Oregon where he coordinates with that State and its largest companies, executives and industry insiders active in the Cannabis Industry.  Building companies invo ... (view full description)

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 Friedman

Managing Director & Executive Committee Member
Marathon Asset Management

Jason Friedman is a Managing Director, Head of Corporate Credit Strategy and Business Development, and a member of the Firm's Executive and Investment Committees.  Mr. Friedman is responsible for corporate credit strategy development, fund and CLO structuring, and business development for the Marathon Family of Funds Corporate Credit sectors. From 1996 to 2007, Mr. Friedman worked for CCMP Capital and its predecessors JP Morgan Partners, Chase Capital Partners and Chemical Venture Partners, where he was a Principal. Mr. Friedman has been engaged in all aspects of the investment process including sourcing transactions, performing complex investment analyses and diligence, developing growth an ... (view full description)

Lauren Fu

Student
University of California, Berkeley

No biography specified

Matthew Goetz

Founder & CEO
BlockTower

Matthew is Founder and Chief Executive Officer of BlockTower Capital, a leading institutional cryptocurrency investment firm bringing professional trading and portfolio management to an emerging digital asset class. Previously, he served for 11 years at Goldman Sachs, managing and leading many areas of the Firm's investment management practice, including most recently as Head of its U.S. Not-for-Profit Institutions business. Earlier in his career, Matthew was an engineer at Sargent & Lundy, where he focused on multi-disciplinary projects across structural, mechanical and electrical engineering in the energy sector. He currently serves on the Advisory Board for the University of Illinois ... (view full description)

Garrett Goldberg

Partner
Bee Partners

Garrett Goldberg is a Partner at Bee Partners, a pre-Seed stage venture capital firm focused on supporting passionate Founders with deep market insights.  He focuses on identifying Founders and startups servicing enterprises and enabling new marketplaces.  He actively seeks investments in frontier technologies (drones, AI, NewSpace) and invests time in building companies that matter.  The team at Bee are partners to the Founders and organizations in their community and believe time is worth more than money. An entrepreneur at heart, Garrett has worked in professional sports, real estate development, and technology. (BA, Stanford; EMBA, Foster School, U. of Washington).

Jeff Grabow

US Venture Capital Leader
EY

As the US Venture Capital Leader for Ernst & Young LLP, Jeff works directly with rapidly growing, venture-backed companies and venture capitalists in Silicon Valley. He has been part of the venture finance environment on the West Coast for over 29 years and has experienced first-hand Silicon Valley’s explosive growth. Jeff is passionate about identifying opportunities for early stage companies to exploit global markets and promote sustainable growth. Jeff has written about trends in venture capital for EY Voices on Forbes.com, TechCrunch, Wired and other publications, and is frequently quoted in the press regarding venture finance, initial public offerings and entrepreneurship.

Lauri Haas

Founder & Principal
PRISM LLC

Lauri Martin Haas is a hedge fund and private equity fund operational due diligence specialist with over 22 years of institutional experience working for large institutions and well known global allocators. Lauri has performed in excess of 2,300 private fund due diligence reviews around the world across a wide array of asset classes. Lauri is the Principal of PRISM LLC, a hedge fund due diligence advisory business that she founded in 2009. With a background in complex derivative internal controls, Lauri commenced career as an auditor of exotic foreign exchange options desks, interest rate derivatives (swaps, swaptions, and options), and broker dealers. Worked with Ernst & You ... (view full description)

Said Haidar

Founder and CIO
Haidar Capital Management

Said Haidar is Founder and CIO of Haidar Capital Management, a global macro investment firm. Prior to founding Haidar Capital Management in 1997, Said was Head of Research, Fixed Income Proprietary Trading at Credit Suisse First Boston overseeing risk management, trading analytics development and strategy research. He was Senior Vice President and Director of Quantitative Strategies Group at Lehman Brothers and Vice President and Director of Quantitative Research in the Institutional Futures and Options division of Drexel Burnham Lambert. Said received a BA and MA in Economics with Honors from Harvard University.   

HQ Han

Student
The Wharton School

No biography specified

Syed Hussain

Chief Executive Officer
BANKEX US

Syed S. Hussain is a highly innovative global executive, thought leader, advisor, investor, and serial entrepreneur.  He currently serves as the CEO for BANKEX US - a top 50 fintech company that leverages blockchain technology to build the ‘Internet of Assets’ – where he is responsible for global sales, marketing, partnerships and the overall client experience.  Syed has gained a diverse set of experiences across a variety of industries, while also launching multiple ventures throughout the process, that include several successful exits, the first of which was a company that he founded while attending high school. Throughout his career Syed has taken on multiple roles, including ... (view full description)

Naveen Jain

Founder
Tari

Naveen Jain is Co-Founder of Tari, a new open source, digital assets focused blockchain protocol that is being architected as a merge-mined sidechain with Monero. He previously was the Chief Marketing Officer and Co-Founder of Immunity Project, a Y Combinator (W14) backed, non-profit dedicated to developing an HIV vaccine and distributing it worldwide for free. Prior to Immunity Project, Jain founded Sparkart, an award winning technology and creative firm, and also co-founded Clique Here. Jain is also a successful angel investor whose portfolio includes Flexport, Gyft, Bellabeat, IUNU, Bikanta, Zesty and many more.
 
 

Christian Keil

Founder
D.RECT

Christian Keil is the founder of d.rect, where he builds blockchain-native software products for the $90 billion telecom roaming market, a staff writer for the Blockchain Research Institute, and part of the R&D team at Blockchain at Berkeley. 
 

Dan Kryzanowski

EVP
Rocket Dollar + Pinnacle Self-Storage

Dan Kryzanowski is an active real estate investor, leveraging Self-Directed accounts - SDIRA and Solo 401(k) - to create a diversified real estate portfolio yielding double-digit returns. He specializes in self-storage investments, multi-family and hard money residential property loans. Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America.

Dan serves as Executive Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community. Dan is also a Capital Partner for Pinnacle Storage Properties and Corporate Board President for Hugh O'Brian Youth Central Texas.

Hu Liang

CEO
Omniex

Hu is the Founder & CEO of Omniex, the first purposely built institutional investment and trading platform for crypto assets.  Hu was most recently SVP of State Street Bank and founder of the bank’s Emerging Technologies Center focused on all things crypto and blockchain, amongst other emerging technologies. Prior to that, Hu spent over four years in Hong Kong overseeing the bank’s electronic FX platforms and data businesses across all Asia Pacific.   A long-time Silicon Valley veteran, Hu joined State Street in 2007 through the acquisition of Currenex, the first Internet based large scale electronic FX (foreign exchange) platform targeting institutions and HFT (high frequenc ... (view full description)

Alex Lopatine

Managing Partner & CEO
Park Capital Partners

With more than twenty years of international business experience, Alex Lopatine is recognized as a visionary strategist in the realms of finance, banking and technology.  His leadership has leveraged technological innovations to disrupt entrenched industries for the benefit of consumers, investors and partners.   Currently Alex wears many hats, including Managing Partner of Park Capital, an investment and advisory firm focused on the digitization of retail banking, and leveraging blockchain technology for the companies in its growing portfolio; Executive Chairman of WYSH, a multichannel digital concierge platform; Executive Chairman of Blockchain Shift, one of the crypto industry ... (view full description)

John Lowry

Founder & Managing Director
ML Capital

Following the successful sale of his capital raising firm Tara Capital after raising in excess of $3 billion for client managers, in 2009 he co founded one of the earliest UCITS platforms, ML Capital and the Montlake Ucits platform. Now one of the leading providers of European alternative fund solutions, ML Capital manages c. $7 billion across UCITS and non Ucits structures and serves a global client base of leading investment managers and investors. John most recently co-founded 1Alts.   1Alts is a US focussed alternative investment business created to bring the advantages of alternative investment to a diverse investor audience and works with a range of ... (view full description)

Bill Luby

CIO
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 becoming a full- ... (view full description)

Richard Magrann-Wells

Product Sales Lead
Adjoint

Richard Magrann-Wells is the Product Sales Lead for Adjoint.  Prior to assuming this role, he served as Executive Vice President of the Financial Institutions Group for one of the leading global risk advisors. Before entering risk advisory, Richard had a successful 25-year banking career. He has managed sales, trading and structuring teams for some of the biggest financial institutions. He previously held senior positions with Willis Towers Watson, Merrill Lynch, Wells Fargo and Citibank, focusing on such areas as risk management, foreign exchange, syndicated loans, capital structuring and emerging markets. A regular contributor to financial publications, Richard writes about fin ... (view full description)

Alex Mashinsky

Founder and CEO
Celsius Network

Alex is one of the inventors of VOIP (Voice Over Internet Protocol) with a foundational patent dating back to 1994 and is now working on MOIP (Money Over Internet Protocol) technology. Over 35 patents have been issued to Alex, relating to exchanges, VOIP protocols, messaging and communication. Alex is a serial entrepreneur and founder of seven New York City-based startups, raising more than $1 billion and exiting over $3 billion. Alex founded two of New York City’s top 10 venture-backed exits since 2000: Arbinet, with a 2004 IPO that had a market capitalization of over $750 million; and Transit Wireless, valued at $1.2 billion. Alex has received numerous awards for in ... (view full description)

Donal Mastrangelo

Partner & Head of U.S. iFunds Distribution
Mercury Capital Advisors

Donal Mastrangelo is a Partner and Head of U.S. iFunds Distribution of Mercury Capital Advisors. He was previously responsible for business development, client service and portfolio dialogue at Guggenheim Partners. His product capabilities cover the spectrum of private funds, public funds, and SMAs. Before joining Guggenheim, Donal was the Founding Principal at NorthRoad Capital Management responsible for business development and client service. Previously, he was a Director and National Sales Manager for Lazard Asset Management. Prior to joining Lazard in 1995 he worked in sales management at Xerox Corporation and as an internal auditor for Shearson Lehman Hutton. He has ov ... (view full description)

Martin McNulty

Conference Producer
IMN

No biography specified

Kimberly Merriman

Director
Salt Blockchain Asset Management

Ms. Merriman is a Director of Investor Relations for SALT Blockchain Asset Management. Previously, she was a Client Advisor at J.P. Morgan’s Private Bank. Upon joining J.P. Morgan in 2014, she helped to found and develop the Private Bank’s Incident and Client Advisory team, which advises on legal, regulatory, and compliance guidelines and initiatives. Prior to J.P. Morgan, Merriman was a Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs & Co. in the New York and Houston offices. She also worked in the Corporate Finance group of Skadden, Arps, Slate, Meagher & Flom LLP in New York. Merriman holds a Juris Doctorate from New York Law School ... (view full description)

Rachel Minard

Founder and CEO
Minard Capital, LLC

Rachel S.L. Minard is the Founder and Chief Executive Officer of Minard Capital, the leading independent, global asset raising consulting firm headquartered in San Francisco, California. With over 100 clients, the firm is dedicated to offering strategic, asset raising consulting services to investment management firms around the world. Minard Capital is not a broker/dealer nor third-party marketer.    Before building Minard Capital, Rachel built and managed global institutional investment businesses for 25 years, including 19 years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Having raised over $19 billion in her career, Rachel starte ... (view full description)

SC Moatti

Founder
Mighty Capital

SC Moatti is a technology visionary, entrepreneur and investor. She is the founding partner of Mighty Capital, a Silicon Valley venture capital firm, and Products That Count, a global community of product managers, leaders and founders. Previously, she built products that billions of people use at Facebook, Nokia and Electronic Arts. SC has an MBA from Stanford Graduate School of Business and a MS in Electrical Engineering.

Hiren Modi

Partner
EisnerAmper, LLP

Hiren Modi is an Audit Partner in EisnerAmper LLP's Financial Services Group. He has over seventeen years of extensive experience in all areas of accounting and auditing. In particular, he serves a large number of broker-dealers, domestic and offshore hedge funds, and real estate funds. Hiren has completed the Series 27 examination of the Financial Industry Regulatory Authority and has served as Financial and Operational Principal (Fin-Op) for several boutique broker-dealers and option traders. Hiren’s previous experience includes serving as a Staff Accountant and later a Supervisor at a regional accounting firm in India, where he was involved in the audits of large domestic and foreign p ... (view full description)

Erik Murray

Managing Partner
Oak Industrial Funds LLC

Oak Investment Funds, Oak Industrial Funds and related ventures acquire, develop, and manage private equity commercial real estate investments across the San Francisco Bay Area.   We strategically deploy our own and investor capital across a diverse range of opportunistic real estate investments.  Our combination of time-tested investment strategies and a veteran leadership team delivers superior returns while minimizing risks. A significant portion of our business is focused on the California legal cannabis industry, where we have an early mover advantage having deployed over $50MM in capital over the last two years in acquiring cultivation, manufacturing, distributi ... (view full description)

Thejas Nalval

Portfolio Manager
Element Group

Thejas Nalval is a Portfolio Manager with Element Digital Asset Management, the hedge fund arm of Element Group. He brings over a decade of experience in trading and risk management in traditional financial markets. Prior to joining the Element Group, he spent three years at a boutique inter-dealer broker as a trading strategist. Prior to that, Mr. Nalval worked at Goldman Sachs for 7 years where he was most recently a macro trader within the securities division. Mr. Nalval holds a BA from Rutgers University and a MBA from the Stern School of Business at New York University.

Decio Nascimento

CIO
Richmond Global

- Decio Nascimento is the CIO of the Richmond Global Compass Fund.  Prior to, he co-founded Point Break Capital, a hedge fund investing in global macro and equity markets. Before that, he led the macro effort at 3G Capital, a global investment firm. He has also worked at the Verde Fund, a Brazilian hedge fund founded in 1997. Mr. Nascimento started his career at Goldman Sachs while still an undergraduate student, trading warrants and certificates at the European Securitized Derivatives desk in London. Later on, he moved to Brazil to be part of the bank's push for a larger footprint in the country. He received his BS in Economics from The London School of Economics, and BA in Econ ... (view full description)

Jonathan Nelson

Managing Director
HACK Fund

CEO and Co-founder of Hackers/Founders, a global tech founders co-operative. Jonathan helped achieve $600M portfolio market cap in the first 5 years. Member of SEC Advisory Committee for Capital Formation for Small and Emerging Business. Board member of Wilson Center for Public Policy, Latin America. Jonathan’s vision includes moving economies, reducing poverty, and improving life for tech founders around the world.
 

Kira Noodleman

Investor
Bee Partners

Kira Noodleman’s work at Bee Partners is focused on dealflow and portfolio operations. Her areas of interest and examination include ‘new space’, edge computing, and blockchain technology. She’s also passionate about climate change innovation, and more specifically transportation and agtech. Along with the rest of Team Bee, Kira is charged with broadening the cultural, gender and heterogenous mix among Bee’s potential Founders.
 

Melissa Norris

Founding Partner
Jamesbeck Global Partners

Melissa is proud to be a founding partner of Jamesbeck Global Partners. She was formerly a principal at Highland Search Group, which was acquired by TMP Worldwide. Prior to that, Melissa spent four years as an executive in the Investment Banking and Debt Capital Markets group of ING Barings in London, where she cultivated relationships with the top 100 U.K. corporations. She began her career as a financial analyst in Kidder, Peabody & Co.’s Investment Banking Analyst program in New York. Melissa earned a Bachelor of Business Administration in General Business and a Bachelor of Arts in Economics, cum laude, from Southern Methodist University.   A seasoned traveler (she’s visit ... (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)

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)

Chris Palmisano

CRO/COO
Rocket Dollar

Chris Palmisano is Chief Operating Officer/Chief Revenue Officer and Board Member at Rocket Dollar. He has held leadership roles in sales, marketing, business development, and operations at Khorus Software, Solar Winds, and Google. He is a mentor at startup accelerators, a guest lecturer at business schools, an angel investor, Founding Venture Partner at NextGen Venture Partners, and an advisor to CEOs. Chris is a former Marine Corps officer and an Iraq War veteran. He holds an MBA, Beta Gamma Sigma, from the University of North Carolina's Kenan-Flagler Business School, an MS from Boston Univesity, a BS from Rochester Institute of Technology, and a US patent in mobile ... (view full description)

Amanda Pullinger

Chief Executive Officer
100 Women in Finance

Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 22 locations. Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds. Ms. Pullinger is Co-Vice Chair of the Women’s Network Forum, she serves on the Boards of the HALO Trust (USA), the American Friends of The National Por ... (view full description)

Paddy Ramanathan

Founder & CEO
iValley FinTech Accelerator

No biography specified

Benjamin Savage

Partner
Clocktower Technology Ventures

Benjamin Savage manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Ben was previously Director, Investment Associate Program for Bridgewater Associates, where he worked with the firm’s CIOs on strategic priorities, talent development and research. Ben began his career as a VC and private equity investor with Wasserstein Perella. Ben also co-founded Artivest fka Resonance Funds, an online issuer of actively-managed exchange traded vehicles, as well as Waterfall Mobile. Ben holds an MBA from the Stanford Graduate School of Business and a BA in philosophy from Yale University. Ben lives in Bel Air with his wife and ... (view full description)

John Shearman

Partner
Albourne

As a Portfolio Analyst at Albourne, I advise U.S. institutional investors regarding their alternative investments. My clients included foundations, endowments, pension plans and family offices. Albourne is the leading provider of independent research and advisory services for alternative investments, with over $400 billion under advisement. Before Albourne, Mr. Shearman was CEO of IV Lions, a registered investment adviser specializing in the use of liquid alternative investments. He holds the Chartered Alternative Investment Analyst designation.
 
LinkedIn - https://www.linkedin.com/in/johnshearman
 

Carl Sheeler

Cannabis Kahuna
REVAS - A Two Bears Company

Carl L. Sheeler, PhDNot just a valuation guru - a value creator Capitalist, hemp & eco-tourism farmer, U/HNW family advisor Real estate & private capital market advisor-entrepreneur Holistic approach to finance after 25+ years & +1,000 clients Thrice awarded private equity thought-leader for unique ideas Investment risk management, due diligence and matchmaker No "caca de vaca" approach.  USMC vet who listens & acts. REVAS - A Two Bears CompanyHigher profits ... (view full description)

Lars Soderberg

Director
Salt Blockchain Asset Management

Mr. Soderberg joined SALT in 2018 and is a Director of Investor Relations.  He has over thirty - six years of experience in the alternative and traditional asset management industry.  Most recently, Lars was with Aqueduct Capital and was integral with their private equity effort.  Prior to that, he was Chief Marketing Officer for Independence Capital Asset Partners (ICAP), where he worked from 2004 to 2015.  Along with successfully raising hedge fund assets and the profile of ICAP, Lars established his firm as one of the pioneering providers of liquid and UCITS alternative asset products.  From 1995 to 2004, Lars was with Janus Capital Group, where he was an Executive Vice President and Mana ... (view full description)

Seth Spalding

Portfolio Manager
Passport Capital

Seth Spalding is a Portfolio Manager for the digital currency strategies at Passport Capital, a San Francisco-based investment firm dedicated to investing in secular change.  Prior to his focus on digital currency strategies, Seth served as a long short public equity portfolio manager focused on the technology sector.  Seth joined Passport in 2003.  Prior to Passport, Seth was a Vice President at Goldman Sachs in their technology equity research division.  Preceding Goldman Sachs, Seth performed technology equity research at Epoch Partners and Gartner Group.  Seth is also an active venture investor in the technology sector.  Seth graduated from Stanford University, where he earned his B.A. i ... (view full description)

John Tornatore

Head of Cryptos
CBOE

John Tornatore joined Chicago Board Options Exchange (CBOE) in 2013 as Director, Business Development. In this role, he pursues U.S. and international strategic marketing initiatives to grow the CBOE and CBOE Futures Exchange (CFE) outreach. He is also a member of the team responsible for developing futures and options business outside of the U.S. during the exchanges’ extended trading hours. Additionally, John is heading the exchanges efforts to develop new business for Cboe's Cryptocurrency products globally. 

John also holds his MBA from Northeastern University with a concentration in Finance & International Business.
 

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

CIO
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)

Farid Zainal

Senior VP
Electronic Transaction Clearing, Inc

Mr Zainal (Freddy) has over 30 years of industry experience with floor based: Equity, Option and Futures trading. He’s currently responsible for developing ETC’s Digital Prime Brokerage business.   Prior to joining Electronic Transaction Clearing, Freddy was Head of Prime Brokerage at Apex Clearing, LLC.  Where he was responsible for creating an institutional clearing offering for US and International hedge fund managers.       Freddy’s career began in the 80’s working with First Options Corp. (FOC) as a Cboe Floor Manager, supporting all floor trading activity.  Later in 1987 Spear Leeds & Kellogg (SLK) acquired FOC and Freddy became a Senior Vice President and L ... (view full description)

Ping Zhu

Senior Associate Director
Verus Investments

Ping Zhu, CFA, FRM, CAIA, is Senior Associate Director at Verus Investments, responsible for manager due diligence and capital market research.  In addition, Ping is an Adjunct Assistant Professor at Saint Mary's College of California, where he teaches graduate-level courses for the School of Economics and Business Administration.Prior to joining SIS, Ping was a senior research analyst at another investment consulting firm (Alan Biller & Associates), focusing on manager research across traditional and alternative asset classes.  Ping also served as a financial analyst for a long/short equity hedge fund (Fullerton Capital Partners), where he was responsible for creating equity ... (view full description)

Jeff Ziglar

Chief Operating Officer
Duality Group

Mr. Jeff Ziglar is the Chief Operating and Financial Officer and Co-Founder of Duality Group. Since 2012, Jeff served as a Managing Director and portfolio manager at the Carlyle Group and Jefferies. Prior to that Jeff spent 12 years at Goldman Sachs and UBS Investment Bank in investment banking, capital markets securitization and investment strategy. In 2007, Jeff was awarded the MTN-I Structured Note of the year award for his origination and placement of the first ever US GSE issued dual-indexed structured note. Jeff is a member of the New York Economic Club, a board member of Network 20|20, and graduated from Rutgers University with a BA in Economics.

Christopher Zook

Chairman and CIO
CAZ Investments

Christopher Zook is the Chairman and Chief Investment Officer of CAZ Investments.   He has nearly 30 years of investment management experience and has served in senior leadership positions with several global investment banks.   Raised in Houston, and a graduate of Texas Tech University, Christopher was recently honored as a Distinguished Alumni at his alma mater. He is also the founder of the Texas Hedge Fund Association, where he served as Chairman for seven years. Christopher and his wife are extensively involved in the philanthropic community and are the founders of two local charitable organizations. He and his wife are past presiden ... (view full description)
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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 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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