Preliminary Agenda

Economy

• Where are we in the cycle?
• What has been the impact of single family rentals on the multifamily market?
• Impact of tax reform and increasing tariffs
• How sustainable are different market types?
• Immigration reform’s impact on tenant occupancy and labor
• When millennials have kids… How will student debt impact?
• Will the lion’s share of supply continue to urban core markets? What does this mean for the other markets? 
• Now that long term rates are really rising…
• What the sharing economy is meaning
• Easing of credit standards: Will that mean more for sale?

Emerging Neighborhoods & Successfully Entering the Market

• What are the macro factors you consider? 
• What do you look for on the walk around?
• What is your marketing strategy?
• Piggybacking on other people’s work
• When has the emerging market emerged? When is it too late to get in?
• How many new units/developments can an emerging market take on at one time?
• Gentrification: Keeping the funkiness without losing the neighborhood charm
• When is a mixed-use facility the best choice?
• How much should you be charging for rent?

Going From Small to Midsized Player… What do you Need to do? (Small Group Meeting for Owner/Operators Only)

What does it take to go from owning buildings under 20 units to 50+? What should be your next key hire? Looking for family office $$? These and your own questions will make up the discussions at this owner only meeting 

Going From Mid-Sized to Large Player…The Keys to Smart Growth (Small Group Meeting for Owner/Operators Only)

Looking to hit up some institutional investors for financing? Getting harder to find product in your home market and looking towards greener pastures elsewhere? Should you be insourcing or outsourcing some of your operations? Have these queries and your own pressing questions answered at this meeting for owner/operators only

In/Out/Hold/Refi & What you do with the Sale Proceeds

• Impact of working with institutional investors with short hold periods
• Taking into account the tax bill
• Impact of local/national market cycle
• What is your long-term goal? How do your goals impact your decision?
• What kind of investors/financing do you have?
• Impact of cash flow stability
• Decisions after the stabilization

Cash Flow Multifamily Investment Strategies

• Are cash flow strategies the best strategies at this point in the cycle?
• Evaluating cash flow stability
• How are you accounting for possible appreciation?
• How much the cash flows represented today will be worth in the future?
• Are large institutions looking as cash flow or appreciation?
• Creating more cash flow: Your best ROI answers

Affordability: Looking at Historical Relationship vs. Today

How high can the rent go? What do tenants do as rent goes up… Get a smaller apartment? Go down in class? Move away? Team up with a roomie?  This discussion will look at these past relationships and apply those lessons to today’s markets.

Accepting Lower Yields: How is that Changing your Strategy?

• How do you talk to your investors?
• What does accepting lower yields mean to equity markets? Debt markets?
• Are you looking at smaller markets and smaller properties? Different sub-asset types?
• As interest rates rise will lower yields become a bigger issue?
• Rent growth tapped out?  
• Should capital preservation be the focus at this time?

Value-Added Success Stories
  • How much went into the property? How much rent increase where you able to get?
  • Interior amenity upgrades: Where is the best ROI today?
  • Getting more rent: What does it take?
  • Return hurdles
  • When can social activities move the needle?
  • Re-tenanting: What was your strategy?
  • What kind of pricing are you comfortable with?
  • What are your options when you can’t raise the rent enough to cover the rehab?
Working with Institutional Capital: The Large Multifamily Session

• Non-US Institutional Investors
• Are you starting to look at smaller properties in smaller markets?
• What do you look for in a joint venture partner? Track record and other experience factors
• What type of terms and returns do you look for? What is non-negotiable?
• Is the market fully-valued and it is time to move to another asset class?

Ground up vs. Value-Added… What is the Best Way to Create Value When you are at the Top of the Market?
  • Value-Added
  • Ground-Up Construction
Less than 50 Units: Acquiring, Managing Efficiently & Financing Out There
  • Competing with the larger, better equipped buildings
  • Returns on smaller vs. larger buildings
  • Are you seeing more institutional money in this sector?
  • Financing available
  • Smaller buildings in larger vs. smaller markets
  • Small balance products from the agencies
  • Building small multi-Is it worth it?
  • Property review-What are the dangers to look out for?
  • The 2-4 unit market
  • How do smaller multifamily hold up in a recession?
50-200 Unit Multifamily: Acquiring, Financing and Managing

• Acquisitions: What is the pricing for buildings with value-added possibilities?
• What are some common maintenance deficiencies do you see?
• Raising rent… How much can you usually get away with?
• What kind of financing is out there?
• Management options: What make the most sense?
• Return expectations: Do you need to widen the net?
• Secondary & tertiary vs. urban markets
• In house vs. outsourced property management
• Competing against the national players for product

Class B/C Properties

• How much tech in the B/C market can allow you to stay ahead
• Stepping up in class-When is it not worth it?
• Cost/rent vs. Class “A” & How much more can rent be pushed?
• Where are the renters going? 
• Exterior & interior amenities, age of improvements and deferred maintenance
• Value add deals & How much value can renovations add?
• Capital available, structures, low interest rates and debt engineering-Will they continue to drive value?

A Survey of Multifamily Sub: Asset Classes and their Current Investment Prospects

Having trouble finding value in your home market and not thrilled about going to out-of-town? You aren’t thrilled with the prospect of other asset classes? Maybe it is time to think about investing in multifamily with a twist…  This session will look at assets such as age-restricted/senior housing, student housing, mobile home parks, vacation homes, co-living, micro-housing, life-style housing and what makes them a good investment.

New Construction, Development & Finance

• How is the maturing of the cycle impacting your construction strategy?
• Are you doing land entitlement?
• What is your strategy to open the building?
• Alternative financing out there
• Accounting for the increase costs of personnel and materials
• Building affordable
• Technology and the potential savings on infrastructure and staff
• What are the hottest floorplans?
• How are you keeping construction delays to a minimum?
• Construction outside of the urban core
• Affordability & new construction finance
• The planning phase...

Acquisitions: How Is The Maturing Of The Cycle Impacting Your New Acquisition Strategy?

• Class A/B/C/D; 5-200 units +; Inner city vs. secondary markets: Where is there value today?
• How new tax strategies can make acquisitions easier
• What are you looking for in a value-added opportunity?
• Acquiring affordable vs. luxury apartments
• What kind of yields are you looking for?
• Due diligence: What are some of the newer things you are considering?
• What data do you look at? Any recent

Acquisition Shark Tank

This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions
Tank Leader: Will moderate the panel
The Buyers:  Will evaluate their interest in the below projects, deal structure and how much they would pay
The Sellers:  Will present portfolios for sale

Acquisition Due Diligence Best Practices

• Low seller operating expenses: What does that mean?
• What due diligence do you keep in-house? What do you contract out?
• What do you do if you get pushback on some of your specific requests?
• What was the latest item you added to your list?
• Local market due diligence
• Finding construction defects and term limits you should consider
• What you can gleam from the maintenance history?

Non-Traditional & Alternative Acquisition Sources

• How are you getting the first look at deals?
• Dialing for dollars: How successful for you?
• Condo conversion and de-conversions: Is it worth all the headaches?
• Distressed: Is there any available?
• Adaptive reuse case studies
• The bank/servicer channel
• Working with not-for profits

Buying Portfolios vs. Individual Buildings

• How quickly are you looking to scale up? Why?
• Inspection and due diligence differences
• What do you do in-house? What do you outsource?
• What do you do if you really do not like a small part of the portfolio?
• Should you buy value-added in scale? 
• Portfolio vs. individual property reserves

Building your Portfolio At This Point of the Cycle: What is your Strategy?

The buy and hold strategy is the way to go for many investors but prices are getting kind of high and the cycle is long in the tooth… Are there any changes in the way you are building your portfolio at this time?
• Are you altering the way you do value-add or construction?
• Do small buildings hold up better in a recession?
• Should we go for upscale or high-net-worth?
• Is it time to sell? Flip new purchases
• Looking at local markets: How did they hold up during the last downtown?
• Government financing and other programs
• Small vs. large buildings?

Non-Traditional Asset Classes

As it becomes more difficult to find value within traditional multifamily-Well there are plenty of sub-asset classes that you can consider.  This session will discuss the similarities and differences in such key issues as available financing, acquisition due diligence as well as asset and property management in areas like
• Student housing
• Senior housing & 55 plus communities
• Mobile home parks
• Garden-style & Townhouse product
• For-sale condos
• Single family rental
• Co-living

Going Deal by Deal vs. Establishing a Fund

• When is it better to go deal by deal?
• What kind of track record is necessary to establish a fund?  What are some of the other factors?
• Staffing needs
• Competition for institutional investors
• Investment strategy
• What to do about that project that didn’t work out
• What size funds do big institutional investors look at?
• Investors scrutiny
• How do you decide if a specific property should be in a fund vs. a joint venture?

Property Management Shark Tank

Looking for a new property management company? IMN has taken its popular shark tank concept into the management side of the business and you’ll see 2 apartment owners who are looking to outsource the management of their property consider bids on their portfolio.  Discussions will focus on such issues as management structure, compensation and incentives
Tank Leader
Property Management Companies:
 (will bid for services of the apartment owner)
Apartment Owners (will put up their portfolio for bid)

Equity Financing

• Return hurdles for short term and long term equity
• New legal stuff to consider
• Using crowdfunding
• Foreign and EB-5 monies
• Fundraising from institutional investors and private equity
• Friends and family: When is that the best source?
• Fees, structures and waterfalls

First time working with institutional capital (Small Group Meeting for owner/operators)

Fundraising, investment terms, control and reporting will be among some of the themes discussed at this closed door meeting.

Financing & Investing in Stabilized, Cash Flowing Properties

• Cash out and refi deals
• Is it a good time for interest only?
• What type of LTV is out there?
• Recourse and replacement reserves
• Individual building vs. portfolio
• Different types of institutions-different types of deals
• Location and products: What are your favorites?
• New acquisition terms
• Selling the property while avoiding prepayment penalties and inflexibility of a permanent mortgage

Rehabbing Units

• Technology to assist
• Accounting for the increasing costs of materials and personnel
• Using reserves vs. borrowing… Which way to go-$$ out there if need to borrow
• Where is the ROI
• The gut rehab
• What to do with the tenant?
• Separating the “musts” from the “nice to haves”
• Rehab then sell…
• Asking the tenant…
• Importance of curb appeal

Fannie Mae/Freddie Mac Financing

• Evaluating new and changing programs and products from the GSEs
• How much can I borrow? What are the terms and amortization?
• The reporting, servicing and asset management side of things
• Prepayment, recourse and interest options
• Eligible properties
• Supplemental financing
• Acquisition vs. refi
• GSE lenders

How Much Customer Service & Other Key Tenant Facing Issues?

• Best practices and technologies to keep tenants
• Social media interaction: What works/What doesn’t
• Being a tenant advocate vs. adversary: How much can it cost you?
• Using a call center
• Does higher customer service lead to higher retention? What are the top renewal factors?

Preferred Equity
  • What types of projects would you look for preferred equity? Provide it? 
  • Construction preferred equity terms and availability
  • Comparing preferred vs. straight equity and Mezz
  • Structural variations
  • Negotiable points and legal stuff
  • When things go south…
Creating your own Management Firm: What are the Key Considerations

• Cost of 3rd-party management firm vs. keeping in-house
• Identifying your core expertise
• How many doors should you have under management before it makes sense
• Hiring someone in-house vs. keeping outsourced
• What is wrong with your current management firm-Is there a way of improving that situation?
• Outsourcing some management, keeping some in-house: What is behind that decision?
• Impact of concentrated vs. dispersed portfolio
• Do lenders approve?

Family Office Panel

• Marketing to & developing relationship with
• Structures that you are comfortable with
• Gains/losses and regulatory changes
• Owning multifamily directly: What is your strategy?
• Financing apartments: What do you like?
• Joint venture partnering: What are you terms?
• As prices rise… How is that impacting your strategy?
• Looking at any niche multifamily sectors?

Syndication

• Tax Structure for Multi-Member LLC investing through syndication
• Issues that can arise from the LP side and how to manage them
• Role of property management team
• Sponsor responsibilities
• Getting new investors onboard
• Exit term and strategy options

Alternative & Structured Transactions

• When is it a good time to use non-traded REITs?
• Avoiding transfer taxes
• Seller finance structures
• 1031s: Making sure you find your exchange in time
• Reverse 1031s in a sellers market
• Portfolio capital & entity structures considerations
• Keeping all the legal stuff straight
• Is tax reform changing any of this?
• Using alternative providers like private equity and hard money lenders

Developing Operating & Capital Budgets

• Different building types: What kind of reserves should you be thinking about?
• CAPx expenditures
• Maximizing tax reserve efficiencies
• New building construction budgets
• Administrative costs and the tech component
• What are the top reasons for variances? What can be prevented?
• What kind of tools are out there?
• Reserve best practices
• The unseen reality of maintenance expenses

Multifamily Owner/Private Equity Shark Tank Joint Venture Financing Panel

It is all about finding new financing partners and in this session sellers will pitch 2 apartment deals to potential financiers followed by a question and answer period for each of the transactions
Tank Leader: Will moderate the panel
Private Equity Players: Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…
Multifamily Owners/Operators: Will present the deals

Crowdfunding 201 (Small Group Meeting)

Crowdfunding is no longer a new concept and many are aware of the providers, legal complexities and role in fundraising. With a room of peers asking and answering questions this interactive discussion will help you take your crowdfunding knowledge to the next level.

Financing Transitional Properties/White Knight Funding

• High leverage providers and structures
• Current bridge loan structures, terms and alternatives
• What is available to the smaller owner?
• Are local banks financing this type of deal now?
• What kind of stories do financing providers like to hear?
• White knight funding
• Reporting expected
• Owner negotiations
• Impact of rising rates

Personnel Issues

• What are you doing to hold onto staff?
• Training & retraining
• Scheduling and getting the right team in the right place at the right time
• Finding good maintenance techs and keeping them
• Immigration and other regulatory stuff
• Technology as a cost saver

Apartments of the Future

• Will apartments continue to get more tiny and multi-functional?
• Post-millennial preferences
• Future-proofing strategies
• Security systems and getting hacked
• Technology that exists now-What will be the nextgen apps?
• What will the consumer be looking at?
• The trend towards experiential events, instant gratification and social experiences
• What is disrupting the industry? How will these disruptions play out?
• How far will telecommuting and the gig economy go?
• E-interaction and entertainment

Exit Strategies

• How are you selling? Structuring the deal?
• Secondary and tertiary market best practices
• Terms out there
• Selling single building vs. portfolio
• Putting lipstick on a pig: What are the quick fixes that will get you top dollar?
• What are buyers looking for today?
• Why would you not go wide with the sale?
• The 1031 option
• Selling a piece of the action and not have it result in swimming with the fishes
• Lease option or subject to deals

Cost of a New Tenant vs. Raising Rent-Revenue Management Best Practices

• How much runway do we have to raise rent based on past cycles?
• What to do when you can’t raise rent anymore?
• Impact on expected returns and property valuation
• Raising rents out of the gate vs. renewal time
• Raising tenant revenue without raising the rent
• Considering eviction costs
• Energy efficiency ROI
• Options when in a rent controlled environment…
• Options when in the middle of a lease

Measuring Capital ROI/ Finding Operational Costs Savings/Increasing Property Value Through NOI

Up to 60% of yield can come through property management… This panel will discuss
• Aging CapX vs. long term maintenance… Take the hit now or later?
• Centralized vs. decentralized operations
• Green savings: Where does energy efficiency pay?  
• Generating new sources of revenue: What is the ROI?
• Changes in depreciation that you must account for
• Using technology to effectively increase back office operational efficiencies

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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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