180 Multifamily Properties, CFO
180 Multifamily Properties, Director of Operations
180 Multifamily Properties, Founding Principal
3LB Equities, Principal
5 Arch, Chief Marketing and Production Officer
5 Arch, Senior Advisor
AB Buys Houses, Owner
Accel Equity Group LLC, Senior Managing Partner
Advalurem Group, Principal
AK Investments Inc., Principal
AK Investments Inc., Principal
Alara Ventures, Chief Executive Officer
Albatross Properties, Principal
Alexander Forrest Investments, LLC, Director of Acquisitions
Alexander Forrest Investments, LLC, Asset Services Manager
Allmark Properties, Inc., Vice President of TX Operations
Alpha Barnes Real Estate Services, Vice President of Development
Alpha Barnes Real Estate Services, Principal
Altera Development, Principal
Altus Equity Inc., Director, Acquisitions
AMAC, Vice President
AMBERTON Properties, Principal
Ambo Properties, Owner
Ambo Properties, Owner
American Destiny Real Estate Services, President & CEO
AmeriCan Multifamily Alliance Group, President
American Ventures LLC, Director of Acqusitions
American Ventures LLC, CEO & Principal
Anderson-Crain Investment Group, Managing Partner
ANG Development Group, Principal
Appfolio, Enterprise Account Executive
AppFolio, Inc., Sr. Account Executive
Arabella Capital, Fund Manager
Arabella Capital LLC, Finance & Investor Relations
Arbor, VP Originator
Arbor, Vice President, Sales
Arbor, Originator
Arcturus Investments, Managing Partner
Argosy Real Estate Partners, Principal
ARON Asset Management, Head of Acquisitions
Ascent Multifamily Accounting, Partner
Avondale Private Lending, Managing Member
Axiom RE Properties LLC, CEO
AXIOM Title, Director of Marketing
AXIOM Title, Assistant Escrow Officer
AXIOM Title, Commercial Escrow Manager
AXIOM Title, Sales Representative
BCF America Investments, Principal
Beacon Real Estate Group, Director
Bedford Portfolio Team, Director of Business Development
Bedford Portfolio Team, Capital Markets
Bednarz Capital Ventures, Managing Member
Bednarz Capital Ventures, Managing Member
Bella Asset Management, Principal
Bella Vista Management, Operations Manager
Bellaire Partners LLC, President
Berkshire Property Holdings, Director of Acquisitions
BHW Capital, Partner
BHW Capital, Senior Principal
BKD, Partner
BlackEagle Real Estate, President
BlackEagle Real Estate and Aves Capital, CEO
BlackRiver Equity Partners, Founder/Managing Partner
Blackwood Developments, Manager
Block Funds, Acquisitions & Capital Markets
Blue Lofts, Owner
Bluelofts INC, Co-Founder
Boardwalk Wealth, Principal
Bordeaux Investments, LLC, Managing Principal
Buckhead Investment Partners, CEO
Buildium, Events & Field Marketer
Buildium, Senior Manager, Customer Success
Buildium, Sr. Field Marketing Manager
Buildium, Strategic Sales Consultant
C2G  Asset Management, Principal
Cabinetry I Inc, President
CAF Funds, Vice President
CALCAP Advisors, EVP and Director of Acquisitions
Cambridge Management Inc, SVP of Operations
Camino Verde Group, Principal
Capanna Partners, Managing partner
Capital Solutions, Inc., Partner
Capstone Real Estate Services, Inc., COO
Casa Apartments, Director of Operations
Cash Flow Properties/ROIturnkeypropertie, Managing Principal
Casoro Capital, CIO
CBMJ Investments and Development, Principal/Owner
CBMJ Investments and Development, Director of Real Estate
Cedar Equity Management LLC, Vice President
CFH Investment Partners, Vice President
Cheltenham Enterprises, SVP
Choice Property Resources, Inc., President
Choice Property Resources, Inc., National Sales Manager
City of Fort Worth, Planning and Development Director
Clear Capital, LLC, Managing Partner
Clear Capital, LLC, Managing Partner
Clear Capital, LLC, Director of Asset Management
Colosseus Property group, Owner/Operator
Comunidad Partners, CEO
Comunidad Realty Partners, Senior Associate
CoreVest, Chief Client Officer
CPG Homes, Principal
CPG Homes, Principal
Crescent Real Estate, Senior Vice President, Asset Management
Crescent Real Estate, Senior Vice President, Finance
CrestMarc Residential, Principal
Crowd Street, Marketing Manager
Crowdstreet, Managing Director
CrowdStreet, Software Sales Director
Cypress Equity Investments, Senior Associate
Cypress Equity Investments, SVP Acquisitions
DHF Partners, Managing Partner
Dominion Advisors, Founder & CEO
Domio, Vice President, Development
DOW Acquisitions Inc, Principal
EB Investments, Vice President
EBG Acquisitions, Investment Specialist
EBG Acquisitions, Acquisitions
EBG Acquisitions, Founder
ECCE Capital, Owner
Eitches Management Group, Acquisitions Analyst
Elevate Commercial Investment Group, Acquisitions
Elkhorn Capital Partners, Managing Partner
Elkhorn Partners, Managing Partner
Elm Grove Companies, CEO , Multifamily Acquisitions & Development
EPIC Asset Management Group, Managing Partner
EPIC Asset Management Group, Managing Partner
Exponential Property Group, Vice President - Acquisitions
Exponential Property Group, Chief Development Officer
Exponential Property Group, Managing Principal
Eyzenberg & Company, President
First American Title Insurance Company, Vice President
First Continental Commercial Mortgage, Vice President
FivePoint Capital Management, Partner
FM Capital, SVP
Forefront Equities, Principal
Forum Real Estate Group, VP, Capital Markets
Fratris Holdings, Managing Partner
GenWealth Capital Group, Managing Principal
GFO Companies, Senior Vice President
GFO Companies, Managing Partner
Grandbridge Real Estate Capital, Vice President
Greenbrick Partners, President of Texas Region
GreenLite Holdings, LLC, Owner
Greyson Capital Group, Co-founder
Greyson Capital Group, Co-founder
Greystone, Managing Director
Greystone, Managing Director
Greystone & Co., Executive Vice President
Greystone & Co., Managing Director
Greystone | Investment Sales Group, Executive Managing Director
Greystone | Investment Sales Group, Executive Director
Greystone | Investment Sales Group, Advisor
Greystone | Investment Sales Group, Advisor | Investment Sales
Greystone | Investment Sales Group, Associate Director
Greystone | Investment Sales Group, Advisor
Greystone | Investment Sales Group, Advisor
Greystone | Investment Sales Group, Advisor
Greystone | Investment Sales Group, Vice President | Investment Sales
Greystone Investment Sales Group, Executive Administrator
Greystone Servicing Corporation, Inc, Director
Greystone Servicing Corporation, Inc, Production Associate
Greystone Servicing Corporation, Inc, Servicing
Greystone| Investment Sales Group, Senior Director
Greystone|ISG, Managing Director
GSH Group, Director Strategy Planning
Hampstead Ventures, DIrector of New Initiatives
HappyCo, Regional Sales Executive
Harbert Management Corp., Director, US Real Estate
Harbert Management Corp., Director, US Real Estate
Harris Bay, Managing Partner
HASTA Capital, CEO
Hat Trick Development, Partner
Hathaway Development, Partner | Director of Development
Henri, VP Sales
Hexagon Real Estate LLC, Principal
HFS Capital Partners, Director
Home First Partners, Inc., President & CEO
Hornet Homes, Owner
Hung Enterprises, Inc., President
Hunt Companies, Director
Hunt Companies, Managing Director
Hunt Properties, Inc., Vice President of Development
Hunt Real Estate Capital, Senior Managing Director
Hunt Real Estate Capital, Director
Hunt Real Estate Capital, Vice President
Hunt Real Estate Capital, Managing Director
Hunt Real Estate Capital, Vice President - Originations
Hunt Real Estate Capital, Executive Assistant
Hunt Real Estate Capital, Marketing Associate
Infinity Investments, Managing Partner
Information Management Network, SVP/Director of Programming
Inman Equities, Managing Member
Interwest Capital Group, Executive Vice President
Investor Management Services, Sales Director
Investor Management Services, Regional Sales Director
Investor Management Services, Regional Sales Executive
Investor Management Services, Senior Manager, Marketing and Demand Generation
J Bentley Developments LP, Owner
J Mark Assocaites, Owner
JCR Capital, Associate
JCR Capital, Director, Business Development
JLL, Executive Assistant
JLL Capital Markets, Managing Director
JMJ Development, LLC, VP of Capital Markets
JMJ Development, LLC, Chief Executive Officer
JMM Enterprises, President
JMP Asset Management, Managing Director
JNT Developers, CEO
JPI, Capital Markets Associate
Juniper Square, SeniorCustomer Success Manager
Juniper Square, Business Development Manager
Juniper Square, Marketing Events Team Leader
Juniper Square, Director of Strategic Account
Kairoi Residential, Vice President of Acquisitions
Kaliser & Associates, Associate Attorney
Kaliser & Associates, Lead Counsel
KAVI Capital, Managing Partner
KAVI Capital, Managing Partner
KCP Properties & Services, President
KERRA Investments Inc, Co-Owner
KeyBank, Vice President
KeyBank Real Estate Capital, Vice President, Senior Mortgage Banker
Khoi Holdings, Principal
Khoi Holdings, Investor
Korca Realty Investments, Principal
Krausz Companies, Executive Vice President
Lakepointe Development Group, Owner
Lead Equity Group, Partner
Leap, Chief Growth Officer
Leap, Director Business Development
LeaseLock, Vice President Strategic Sales
LendingOne, Marketing Specialist
LendingOne, COO
Liberty Multifamily, Acquisitions Analyst
Lima One Capital, Head of Commercial Lending
Lima One Capital, DIrector of Marketing
Lima One Capital, Director of Multifamily & Commercial Financing
Lima One Capital, Sr. Commercial Loan Originator
Lima One Capital, Business Development-Southwest
Lima One Capital, Head of National Accounts and Commercial Lending
LiveNjoy Residential, Partner
Lonestar Development Partners, Founding Principal
LumaCorp, President
LumaCorp, Real Estate Analyst
MACC Venture Partners, Senior Analyst
MACC Venture Partners, LLC, CEO
Madison Commercial Real Estate Services, Executive Vice President
Madison SPECS, VP of Business Development
Madison Title Agency, Director of Operations
Marquis Group, VP - Acquisitions
MBP Capital, Inc., Director of Acquisitions
McMahan Flooring, Executive Vice President
Meridian Capital Group, Senior Vice President
Meridian Capital Group, Financing, Investment Sales
Meyers Research LLC, a Kennedy Wilson Company, SVP, Advisory
Moderne Ventures, Venture Partner
Mogote Investment Partners, Investor, Developer
Monarch Realty, Owner
Monarch Realty, Vice President
Mosaic Residential, Founding Partner
Mosaic Residential, Director
MSB Insurance Agency, Insurance Analytics Manager
Multifamily Property Group, Founder & Managing Principal
My Love Apartments, VP Operations
My Love Apartments, CEO
MyDallasRealEstate, Owner
Nadel Architects, Inc., Managing Director - Business Development
Nadel Architects, Inc., Principal, Design Director
Nadel Architects, Inc., Studio Director Multi-Family Division at Nadel Architecture + Planning
New York Mortgage Trust, Inc., Director, Multifamily Acquisitions
Newport Capital Advisors, LLC, Senior Analyst
Newport Real Estate Group, Principal/Founder
Next Venture CREI, Principal
Next Venture CREI, Partner
Next Venture CREI, Partner
Nitya Capital & Karya Property Management, Founder & Managing Principal
NY Capital Development, LLC, President
Oak Rock Capital, CEO/Owner
Oaks Branch & Oaks Branch II, Owner
Obsidian Capital, Owner
Oklahoma Investment Property Group, Sales
One Real Estate Investment, Chief Investment Officer
OpenProperty, Vice President of Sales
Optimal Realty Capital, President
Orion Real Estate Partners LLC, Principal
OTL, Regional Business Manager
Pangea Properties, Director of Investments
Paravest Capital, Director of Investor Relations
Partners Path Capital, Senior Analyst
PAS Purchasing Solutions, Vice President of Sales
Patch of Land, Chief Marketing Officer
Peak 15 Capital LLC., Managing Partner / Founder
Peak Capital Partners, Vice President
Pegasus Real Estate, Managing Partner
Pender Capital, Marketing Manager
Pender Capital, Loan Officer
Pender Capital, Regional Account Manager
Pender Capital, Loan Officer
PGIM Real Estate Finance, Principal
Phoenix Capital Partners, Ltd., Managing Director - Acquisitions
Pilot And Legacy Opportunity Fund, LLC, Managing Partner
Pilot Legacy Private Equity Group, Principal
Pioneer Acquisitions, Principal
Pioneer Acquisitions LLC, Director of Acquisitions & Asset Management
Pioneer Realty Capital, Managing Director
Pioneer Realty Capital, CRE Analyst
Pioneer Realty Capital, Loan Originator
Pioneer Realty Capital, Loan Administrator
Pioneer Realty Capital, Marketing Manager
Pioneer Realty Capital, Managing Member
Pioneer Realty Capital, Project Manager
Pioneer Realty Capital, Office Manager
PJ Thomas Realty, Investor and Lender
Platinum Resources, Managing Principal
Preqin, Account Manager
Preqin, Business Development Manager
Presario Ventures, Director of Investments
Presario Ventures, Financial Analyst
Price Edwards & Company, Director
PrivCap Companies, CEO
PrivCap Companies, CFO
Property Reserve, Asset Manager
Raven Multifamily, Principal/Managing Partner
Ready Capital, Director
Ready Capital Corporation, Managing Director
Ready Capital Corporation, President, CRE Lending
Real Source, Director Acquisitions & Finance
RealSource, CFO
Rebus Capital, Principal
Rebus Capital, Principal
Rebus Capital, Principal
Rebus Capital, Principal
Reedy and Company, Acquisitions & Sales
Reedy and Company, President, Co-Founder
Regions Securities LLC, Director-Real Estate Capital Markets
REIT Group Ventures, VP Acquisitions & Asset Mgmt
Related Companies, Vice President
Related Companies, Managing Director
REM Property Management, Owner
Rently Keyless, Senior Account Executive
Rently Keyless, Account Executive
Rently Keyless, Account Executive
Rently Keyless, Head of Market Research
Rently Keyless, Account Executive
River Oak Risk, Vice President of Operations
River Oak Risk, LLC, Managing Director
River Oak Risk, LLC, Managing Director
Riverbend Residential Group, Owner
Roc Capital, Vice President - CRE
Roc Capital, Marketing Anaiyst
Roc Capital Holdings, Business Development Officer
Roc Capital Holdings, LLC, Chief Product Officer
RREAF Holdings, Director of Acquisitions
RREAF Holdings, Asset Management
Saaristo Holdings, Partner
Sabal, Loan Production Manager
Saffron Valley Capital, Acquisitions
Seneca Investments, Acquisitions
Service One, LLC, President
Silica Ridge Capital Group, Principal
Silverfin Investments, Partner
Simpson Multifamily, Principal
Smartland, Executive Vice President
Smartland, Institutional Capital Raise
SouthWestern Property Corp., Vice President
SouthWestern Property Corp., President
SouthWestern Property Corp., VP of Development
St. Anderson Management, Vice President - Investments
Stay Alfred, Director of Real Estate
Stay Alfred, Director
Stay Alfred, Director Of Real Estate
Stay Alfred, VP of Real Estate
Stay Alfred, Inc, CEO
Step Above Properties, Asset Manager and Acquisitions
Sterling Capital Investments, President & CEO
Stoneweg U.S., Founder, CEO
Stoneweg U.S., Director of Acquisitions
Strategic Properties, CEO
Strategic Property Investment, Principal
STRONGHILL CAPITAL, Regional Production Director
Sunridge Management Group, Vice President
SunTrust Bank, Marketing Manager
SunTrust Bank, AVP, Transaction Manager
SunTrust Bank, Vice President
SunTrust Bank, Managing Director/ SVP
SVN | Investment Sales Group, Director of Marketing
TaskEasy, CEO & Founder
TCN Investments, President
TDMultifamily, Principal
TEU Services, Inc., President
The Commission PDX LLC, Owner
The Commission PDX, LLC, Partner
The Good Home Team, Director of Operations
The Kingly Group, CEO & Founder
The Lennox Companies, President
The Multifamily Group, Managing Partner
The Multifamily Group, Managing Partner
The Multifamily Group, Vice President
The Multifamily Group, Vice President
The Multifamily Group, Investment Associate
The Multifamily Group, Advisor
The Multifamily Group, Senior Advisor
The Multifamily Group, Advisor
The Phoenix Group, President
The Phoenix Group, Principal
The PPA Group, Chief Operating Officer
The Regency, Owner
The Rockridge Group, Investor
The Shelter Companies, LLC, Managing Partner, Co Founder
The Valcap Group, Acquisitions
The Windmark Group, President
Transform Multifamily, Owner
TRG Capital, President
Turner Behringer Real Estate, Associate
Tzadik Management, EVP
Umbach Financial LLC, President
Urban Genesis, Principal
Urban Genesis, Development
USREVI Consulting, Chief Investment Officer
Vacasa, Senior Manager
Vacasa, Corporate Development Manager
Vacasa, Corporate Development Manager
Valcap Group, President
VDI, Owner
VDI, Controller
Vector Travel, CEO
Vector Travel, Business Development
Vector Travel, Co-founder
VeMex Investments, President
Venerable Property Group, Managing Partner
Venerable Property Group, Managing Partner
Walker & Dunlop, EVP | Chief Marketing Officer
Walker & Dunlop, Senior Vice President - Capital Markets
Walker & Dunlop, Vice President
Walker & Dunlop, Director
Weller Residential, Partner
Westmount Realty Capital, Director - Multifamily Acquisitions
Westmount Realty Capital, Managing Director - Acquisitions
Westmount Realty Capital, Executive Managing Director - Acquisitions
Wilkinson Asset Management, Director of Business Development
WindMass Capital, Managing Partner
Winstead Holdings, CEO
Worth Commercial Real Estate, Owner
WorthCRE, Acquisitions
Yardi Matrix, Institutional Research Manager
Yardi Systems, Industry Principal, Matrix
Yardi Systems, Account Executive, Matrix
Yardi Systems Inc., Strategic Client Account Executive
Yardi Systems Inc., Marketing Associate
Zane Holdings, Co-Founder & Acquisitions Director
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Event Contacts for 3rd Annual Middle-Market Multifamily Forum (Southwest)


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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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