Elisa Adam

Chief Financial Officer
Miller Global Properties LLC

Ms. Adam is Executive Vice President and Chief Financial Officer of Miller Global, joining the company in October 1998. She is responsible for financial reporting, accounting, cash flow projections, and overseeing the acquisition and disposition financial modeling and investment analysis. She also formulates financial presentations for quarterly analysis and annual investor presentations. Ms. Adam has over 20 years of experience in commercial and residential real estate accounting and financial analysis. Prior to joining the Company, she worked for a private real estate investment company in acquisitions and accounting in Denver, CO, and for a publicly traded REIT in Chicago, IL where she re ... (view full description)

Joe Anfuso

CFO
MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego fr ... (view full description)

Chris Barbier

National Director, Investment Management Sales
Yardi Systems Inc.

Chris Barbier is the National Director – Investment Management at Yardi focused on institutional investor and fund managers across the US and Canada.  He has over 25 years of experience working with global software, financial, and professional service businesses focused mainly on the investment aspects of the real estate and private equity industry.  Prior to starting his career in Real Estate, Chris worked as a CPA doing financial and technology audits at Ernst & Young.  Chris holds a B.Sc. in Accounting and Finance from La Salle University and an MBA from Villanova University.
 

Andy Birch

Product Manager
MRI Software

Andy is an experienced business software professional with a unique blend of marketing, technical, industry, product, and sales expertise. He has extensive experience in business software, from Financial Management and Enterprise Resource Planning to Performance Management, targeted at various industries, including financial services, insurance and real-estate.

Gregg Bloomberg

Partner
CohnReznick LLP

Gregg Bloomberg, CPA, is a partner with CohnReznick and the leader of the Firms Commercial Real Estate Industry Practice in our West Region. With more than 25 years of tax accounting experience, Gregg has extensive and specialized expertise in the areas of entity structuring, tax planning, compliance, and consulting for commercial real estate entities worldwide, including REITs, public and private equity funds with foreign and tax exempt partners, pension funds, privately held commercial property owners and operators, homebuilders, retailers, developers, and hotel and resort owners and operators.Prior to joining the Firm, Gregg served as director of tax for Westfield Corpor ... (view full description)

James Bohan

CFO
Mosaic Real Estate Investors, LLC

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

Doug Buurma

Senior Manager
Moss Adams LLP

No biography specified

Jonathan Chasson

SVP - Finance and Accounting
Brixton Capital

Jonathan Chasson, Partner: Jonathan has 23 years of commercial real estate experience including finance, development and operations. Jonathan was previously a partner and CFO for the Colrich Group where he financed over $450 million of debt. Prior to Colrich, Jonathan held several roles (in the US and Europe) for Trizec Properties (a public REIT) including property transactions, project financings, financial feasibility oversight, asset management, and accounting supervision. He has been involved in over $3 billion in property transactions and $800 million of debt placements. Jonathan graduated from the University of Toronto with a Bachelor of Commerce degree and holds CA, CPA and CFA design ... (view full description)

Elliot Chun

EVP, Head of Infrastructure
APPA Real Estate

Elliot Chun is the Head of Infrastructure at APPA Real Estate, responsible for all non-investment and development functions including: Equity and Debt Financing, Marketing, Investor Relations, Operations, Accounting, Technology, Risk, and Legal & Compliance. Mr. Chun brings over 16 years of experience in Alternative Asset Management and Capital Markets.   Prior to joining APPA: Director on the Alternative Asset Management team at Perella Weinberg Partners - With a deep focus on the Trading, Middle Office and Operations functions, Mr. Chun was a leading member of the team that established the firm’s institutional platform and infrastructure that launched and operated m ... (view full description)

Neil Cohen

Chief Financial Officer
Windsor Capital Group, Inc.

No biography specified

Michael Congdon

Principal
Squar Milner LLP

Michael Congdon is a CPA and a Principal at Squar Milner LLP, in Southern California. He is a member of the firm’s Real Estate Advisory & Tax Services group, and has over 30 years’ tax and accounting experience in both public accounting and private industry. Michael’s main focus is U.S. federal and state income tax planning and compliance for real estate investments held through partnerships and real estate investment trusts, including foreign investment in U.S. real estate. Michael has over 20 years’ experience in public accounting and he has worked nearly a decade in private industry, first at HCP, an S&P 500 Healthcare REIT, and then as Vice President of Tax for Irvine Compa ... (view full description)

Kevin Dillard

Chief Financial Officer
Server Farm Realty Inc.

No biography specified

Mark Enfield

Chief Administrative Officer
TruAmerica Multifamily, LLC

No biography specified

Kathy Fishkin

Chief Financial Officer
Rich Development Company

No biography specified

James Flaherty

CEO
CMBS

No biography specified

Neil Furmanski

Partner
RSM US LLP

Neil is a Tax Partner at RSM with over fifteen years of experience consulting clients on various business matters with an emphasis on tax issues encountered by financial stakeholders in the real estate industry.  He specializes in structuring investment funds that accommodate various types of investors with different tax sensitivities.  His clients consist of public and private Real Estate Investment Trusts (REITs) and real estate investment funds with foreign and domestic investors including high net worth individuals and various types of tax exempt investors.   These clients invest in foreign and domestic real estate assets across all product types (i.e. hotel, healthcare, multifamily, ret ... (view full description)

Eric Graham

CFO and General Counsel
Blueprint Capital REIT

Eric is Blueprint’s Chief Financial Officer, General Counsel and a member of the Board of Directors. He has more than 18 years of experience representing real estate investment trusts. From 2009 to 2012, he served on the board of directors of EOS Preferred Corporation, a publicly traded mortgage REIT. From 1997 to 2010, Eric represented REITs and other real estate companies in securities and corporate finance transactions as a partner with the law firm Goodwin Procter LLP. From 1991 to 1994, he practiced as a certified public accountant with KPMG LLP. Eric holds a B.S. in accounting from Providence College and a J.D. from the Boston University School of Law.
 

Ray Haarstick

Chief Executive Officer
Relevant Equity Systems, Inc.

Ray Haarstick is the founder and CEO of Relevant Equity Systems. Relevant EquityWorks is a platform of Windows, Mac, iOS and Android apps designed to help Real Estate fund managers to streamline their operations, better administer funds, and maximize returns. EquityWorks was the industry's first integrated front-and back-office solution, and today it has been deployed to almost 300 firms in 24 countries worldwide. More information can be found on www.relevant.us. Mr. Haarstick holds dual B.S. degrees in Computer Science and Management from Worcester Polytechnic Institute (WPI).

Jim Hibbert

Managing Director
Noble Street Advisors

Jim began his career with Deloitte and has over 20 years of CFO|Controller experience with real estate investors and developers.  This includes VP of Finance for the Southern California Division of Ryland Homes, VP of Finance for Lowe Enterprises Residential Advisors, and CFO|VP of Finance for Vintage Communities|CCL Holdings.  Jim graduated cum laude from University of the Pacific with a B.S. degree in Business Administration, Accounting concentration.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis.  Shortly thereafter the Department of the Treasury invited Jim to speak. 
 

Scott Humphrey

Director
BKD

Scott is a member of BKD National Construction & Real Estate Group.  He serves corporate and individual clients in the real estate and construction, retail and software industries.  His technical knowledge includes tax planning and compliance, including multistate compliance and accounting method strategies.  Scott has led various internal and external presentations and training sessions on the tangible property regulations and currently serves as a firmwide resource on the subject.   Previously, Scott served as a national tax assistant director in BKD’s National Office.  In this role, he performed tax consultations and quality control reviews with the firm’s offices and trai ... (view full description)

Scott Jackson

Senior Manager
Squar Milner LLP

Area of Focus Scott is a Senior Manager in Squar Milner’s Tax Department.  Scott’s areas of expertise include public and privately held companies.  He specializes in pass-through taxation, Real Estate Investment Trusts (“REIT”), real estate investment, ownership, management and construction.  Scott advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts.  Consults and planning for S corporations, partnerships, limited liability companies, REITs, individuals and funds.Business Experience Prior to joining Squar Milner, Scott served as a Senior Manager in the real estate and pass-throu ... (view full description)

Alan James

SVP, Asset & Investment Management
RealPage, Inc.

Alan James is the SVP, Asset & Investment Management at RealPage. Over the last 25 years he has worked with many of the top fund and institutional managers in providing technology solutions to help achieve goals and objectives directed toward increasing shareholder value. Previously, Alan served in different consultative and sales capacities at Yardi, Oracle Corporation, PeopleSoft and J.D. Edwards focusing on solutions for the large real estate owners, managers and REITS. Prior to beginning his career in real estate technology, he was the Vice President of Finance for a large Real Estate developer that worked very closely with Institutional owners in Joint Venture developments of commer ... (view full description)

Keith Jones

Chief Financial Officer
Allied Orion Group, LLC

No biography specified

Afshin Kateb

Chief Financial Officer
Nazarian Enterprises

No biography specified

Charlie Kellogg

CFO/COO
Singerman Real Estate, LLC

Mr. Kellogg is responsible for all financial and operational aspects of the firm, including treasury functions, accounting, investor reporting, risk management, human resources, and the control environment.   Prior to joining the firm in 2012, Mr. Kellogg was Accounting Director and Fund Controller at Colony Capital, where he directed the reporting and back-office operations of multiple distressed debt and commercial real estate funds in excess of $5 billion of assets under management.  Mr. Kellogg oversaw investor and co-investor accounting and reporting, supervised daily operations of the funds, and provided senior management with cash flow forecasting and analysis.   ... (view full description)

David Kessler

Partner, National Director-Commercial Real Estate
CohnReznick LLP

David A Kessler is a partner with CohnReznick and serves as the National Director of our Firm’s Commercial Real Estate Industry Practice.  David has 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally.   He represents both public and private clients, including developers, private equity funds, institutional investors such as life companies and pension funds, lenders, asset management companies, property management companies, REITs, loan funds, and hedge funds. His clients operate and develop hotels, office, multifamily, industrial, retail, nursing and assisted living, l ... (view full description)

Paul Kevener

Director of Finance
Nicola Crosby Asset Management

Paul joined Nicola Crosby in mid-2012 and is responsible for Finance and Operations. With more than 18 years experience in real estate and capital markets, Paul has worked with some of the leading banks and investment managers including Credit Suisse, Santander, UBS, Cushman & Wakefield, Rynda, Goodman, and Bank of Ireland. Paul has a Bachelor of Accountancy from the University of Glasgow and a Masters of Science from the University of Westminster, as well as being a Fellow of the ACCA and a member of the CGA.

Colleen Marencik

Senior Principal Consultant
ACA Compliance Group

No biography specified

Stephanie Matz

Director
CarVal Investors

Stephanie Matz is Director of Operations for CarVal Investors, a global fund manager with over $8 billion in assets under management. Stephanie joined the firm in 2007 and focuses on opportunistic and value-add real estate investments spread throughout the United States, Canada & Mexico. She is responsible for managing deal and fund-level operations spanning five separate funds with specific expertise in real estate net asset valuations, REITs, risk management, innovation and relationship management. Prior to joining CarVal, Stephanie worked for a Minneapolis based real estate developer. Stephanie has a Master of Landscape Architecture degree from the University of Minnesota and a Bac ... (view full description)

Jennifer McLean

Chief Financial Officer
Kushner Companies

No biography specified

Will Mcloughlin

Head of Global Implementations
Ipreo, Private Capital Markets

Will McLoughlin, Director, Head of Global Implementations As Head of Global Implementations based in the New York City office, Will overseas the operations team responsible for the global deployment of all new clients of the Ipreo PCM iLEVEL product suite to all strategies including Real Estate. Will is further responsible for interpreting client business intelligence aggregation, reporting and consolidation practices in order to identify potential system integration opportunities and process enhancement. Will has six years of commercial real estate finance experience having spent his first career in a dynamic cross-functional role in commercial and corporate finance for GE Capit ... (view full description)

Taylor Metz

Managing Director, Western Region
REdirect Consulting

Taylor joined REdirect as Managing Director of the Western Region. Taylor has over 15 years of hands-on front-line management experience in delivery and sales of software professional services, with a primary focus on the Real Estate Industry. Taylor has extensive experience working with a breadth of enterprise software customers to design, implement and optimize solutions including CRM, SIM, Customer Support, Customer and Partner Portals, Property Management, Investment Management and Asset Management on Salesforce, MRI and others. Taylor previously led the western region consulting organization at MRI Software where her 8 year career included project management and system consultant roles. ... (view full description)

Greg Myers

Managing Director
Cortland Capital Mark. Services

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Ron Rossi

VP - Analytics
IMS CRE

No biography specified

Jeffrey Stoke

Partner and Real Estate Practice Group Leader
Procopio, Cory, Hargreaves & Savitch LLP

Jeff Stoke is a partner and the Real Estate Practice Group leader of Procopio, Cory, Hargreaves & Savitch, LLC, the largest law firm in San Diego, and one of the largest law firms in California. His practice includes the representation of owners and developers in all aspects of commercial real estate, as well representing clients in business and finance transactions. Prior to joining Procopio, Jeff worked for one of the largest law firms in the United States, and was in-house counsel for a Fortune 100 size company handling their real estate and business matters throughout the world. Jeff earned a bachelors degree in economics from U.C. Davis, and a juris doctor from Loyola Law School in ... (view full description)

Representative TBD

From
JCRA

No biography specified

Representative TBD

From
MFS

No biography specified

Garrett Ushiyama

Partner
CohnReznick LLP

No biography specified

G. Joseph Viery

Senior Director Business Development
G. Joseph Viery

As Senior Director Business Developement Senior of Bedford, Joseph has successfully been speaking to REALTORS®, property owners, and tax professionals throughout the nation on the benefits of using Bedford services to maximize depreciation, and tax credits.  His clients include some of the nation’s leading real estate developers and well as the small building owner.  Mr. Viery manages a West Coast team of six accomplished representatives that lead California in the sales of cost segregation and other Bedford services. Joseph Viery has worked exclusively with property owners since 2001, successfully providing tax, retirement and estate planning strategies.  Prior to 2008 he worked exclu ... (view full description)

Daniel Vitulli

National Partner in Charge Real Estate Group
Marcum LLP

Daniel Vitulli is a Partner in the Firms New York office and National Partner-in-Charge of the Real Estate Group. Mr. Vitulli has over 20 years of diversified real estate experience including broad-based financial, accounting, and SEC experience, as well as expertise in all property types including retail, office, residential, hospitality, and industrial. Mr. Vitullis responsibilities include financial statement audits, securitizations, and consultation regarding fair value reporting. He also handles investment company audits, agreed upon procedures reports, regulated real estate project audits, reviews and compilations, and analysis of public filings. Prior to joinin ... (view full description)

Rob Woomer

EVP, Capital Markets
Peachtree Hotel Group

No biography specified

Andrew Yoon

Partner & COO
GreenOak Real Estate

Andrew Yoon is the Chief Operating Officer and a Partner of GreenOak. Andrew has been with GreenOak since inception in 2010 and is based in Los Angeles. He sits on the investment committee for GreenOak and its investment funds. Prior to joining GreenOak, he was a Managing Director and COO and CFO for Morgan Stanley Real Estate Investing (MSREI) in Asia. He served as CFO for MSREI Asia since 2004 and as COO since 2007 overseeing assets under management of over $20 billion until his departure in 2010. As CFO, Andrew was responsible in managing over $15 billion in debt financings across a variety of asset classes and operating companies. Prior to Morgan Stanley, Andrew worked as an inv ... (view full description)

Jeff Zuckerman

Regional CFO, West
Alliance Residential Company

Jeff Zuckerman serves as Chief Financial Officer of the Western Regions for Alliance Residential. Alliance is a fully integrated multifamily operating and development company with a $9B managed portfolio and $4.1B principal portfolio. Mr. Zuckermans responsibilities include identifying investment opportunities, maintaining capital relationships, structuring equity joint ventures and securing construction/acquisition loans. Mr. Zuckerman has a proven track record of leading and executing institutional investment strategies. He has sourced, structured and capitalized joint venture transactions totaling over $1.5 billion. Prior to joining Alliance Jeff was responsible for establ ... (view full description)
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Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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