Lindsay Banner

VP-Public Finance
Municap

No biography specified

Graig Bantle

Director Business Development
Gibraltar Real Estate Capital

Graig sources, underwrites and manages activities related to new residential investment opportunities. Prior to joining Gibraltar, Graig gained substantial deal origination and asset management experience with two well-respected private equity firms that focused on for-sale residential opportunities across the country. Graig oversaw several homebuilder entity investments giving him invaluable insight into the operations of growing homebuilding companies. Graig also originated and oversaw land development and homebuilding project joint venture opportunities in Texas and throughout the East Coast. Graig earned a B.A. in Finance from Cedarville University and an M.B.A. from Liberty ... (view full description)

Mike Benshoof

President & COO
Berks Homes

Mike Benshoof has nearly 30 years of experience in the home building industry. He started learning the industry from the ground up in his family’s business. He then spent seven years at NVR (one of the Nation’s largest home builders) in production and sales management, before becoming the Director of Business Analysis for the Economics Group at the National Association of Homebuilders.   Today, Mike is the President and Chief Operations Officer for Berks Homes, Red Door Homes and is a partner with SMA Consulting.   Berks Homes is a private residential builder and developer in Central Pennsylvania. Red Door Homes is a National company that specializes in “o ... (view full description)

Chris Bley

Partner
Newport Pacific Land

Mr. Bley is both a Partner at Newport Pacific Land Company, a firm that is a developer of residential communitites and also manages land assets for institutional owners and investors, and an Executive Vice President at IHP Capital Partners, a firm that focuses on providing joint venture equity to builders and developers of residential projects.  Prior to joining Newport Pacific, he was a Senior Vice President at Lehman Brothers Holdings Inc. where his responsibilities included re-underwriting and developing business plans and exit strategies for a portfolio that consisted of developable land throughout the United States.   His professional experience also includes principal roles in several ... (view full description)

Andrew Brausa

SVP
Brookfield Capital Partners

Andrew Brausa is a Senior Vice President in Brookfield’s Private Equity Group and is primarily responsible for sourcing and underwriting financing opportunities in the residential for-sale real estate market.
 
Mr. Brausa joined Brookfield in 2017. Prior to joining Brookfield Mr. Brausa held a number of senior roles in the hedge fund industry investing in both public and private markets with a focus on the residential real estate sector. In 2015 he co-founded Domain Real Estate Partners, which focused on private investments in the residential real estate markets.
 
Mr. Brausa holds a Bachelor’s degree from Bucknell University.
 

Noah Breakstone

Principal
BTI Partners LLC

No biography specified

Chad Carpenter

Chairman & CEO
Reven Housing REIT, Inc.

Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Exec ... (view full description)

Dennis Cisterna

CEO
Guardian Residential

Mr. Cisterna serves as the Chief Executive Officer of Guardian Residential and guides the firm's investment strategy and growth. One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to Investability Solutions, he was Managing Director of FirstKey Lending, where he completed the first ever multi-borrower securitization in the SFR rental sector & led their origination team to more than $600 million in closed loans in less than two years. Prior to FirstKey, he was a SVP at Johnson Capital, where he worked with Blackstone to create ... (view full description)

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc

Bio of Frederick N. CooperSenior Vice PresidentFinance, International Development and Investor RelationsToll Brothers, Inc.   Toll Brothers, Inc. (Tollbrothers.com) (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 22 states across the U.S. and in Washington, D.C. In 2018, Fortune magazine name ... (view full description)

Laurie Ford

Principal & Co-Owner
Lomonaco Investments Inc.

No biography specified

Larry Franks

Director Land Acquisition
Toll Brothers

Larry has over 20 years of success in Real Estate in Land Acquisition, Development, Operations, Purchasing and running Financials of projects as a member of senior leadership. Larry also has a penchant for growing businesses and extensive experience negotiating contracts on $5M+ transactions. Prior to joining Toll Brothers, he ran the Land departments for Meritage Homes, CalAtlantic Homes, KB Home and Ryland Homes covering the West Coast of Florida. As President of Total Land Development, Larry managed all operations and P&L's of over $125 Million in development projects including 150,000 SF in commercial space and 900+residential units, continually surpassing revenue goals. ... (view full description)

Richard Gollis

Principal
The Concord Group, LLC

Richard M. Gollis is a co-Founder and Principal of The Concord Group based in the firm’s Newport Beach office. As a national strategy firm, TCG also has offices in San Francisco and New York City. TCG's clients include private equity firms, institutional and entrepreneurial capital, investment and commercial banks, public agencies, and developer/builders. The firm has specific expertise in land, housing (for-sale and for-rent), office/commercial and hospitality sectors and is active with single assets and large portfolio pools. Recent assignments on behalf of private capital/ opportunity funds have included repositioning and recapitalization strategies for acquisitions and “next-cyc ... (view full description)

Trish Hanchette

Division President
Meritage Homes

No biography specified

Kathi James

Division President
Beazer Homes

No biography specified

Ryan Lantz

CEO
Lokal Homes

Ryan Lantz is co-founder of Lokal Homes, Colten Mortgage, and Three Peaks Warranty.  Lokal Homes, a homebuilding and development company, is the largest of the three companies and was founded in 2012 with friend and colleague, Dave Lemnah. Lokal is now one of the markets largest private homebuilder with revenues exceeding $150 million and over 350 closings per year.  The company’s primary focus is centered around building attainable homes along Denver’s Front Range and prides itself on delivering an unrivaled customer experience.             Before launching Lokal Homes, Lantz formed Cypress Partners in 2008.  Cypress, a private equity firm, focused on distressed real estate in specifi ... (view full description)

Steve LaTerra

Managing Director
Meyers Research LLC

Steven La Terra serves as Managing Director of Meyers Research, a subsidiary of Kennedy Wilson Company (NYSE: KW). Mr. La Terra runs the Capital Markets Group at Meyers where he works closely with institutional capital providers, lenders and real estate operators. Prior to Meyers, Mr. La Terra owned a land investment/lot banking company and served in Principal and Senior Executive positions with Land Advisors Capital, APEXCapital and Acacia Capital Corporation   Mr. La Terra has served as the Chair of the Arizona District Council of the Urban Land Institute and as the National Chair of the Residential Neighborhood Development Council at ULI.  He is an active memb ... (view full description)

Jay Mason

VP, Market Intelligence
PulteGroup, Inc.

Jay Mason is a Senior Real Estate Executive with 14 years of experience at PulteGroup in Corporate Strategy, Due Diligence, Marketing, Market Intelligence, and Sales.  He consistently applies best practices and process discipline in a corporate setting and has a track record of recruiting, managing, and leading talented and diverse business leaders. Key areas of expertise include driving data and analytics to actionable strategic business decisions.  Prior to his career in business and real estate, Jay spent 10 years in various academic settings as a researcher, speaker, and teacher.

Michael Maxwell

Chief Operating Officer
Builder Finance Inc.

Michael Maxwell is Chief Operating Officer at Builder Finance Inc., a wholly owned subsidiary of 1st Financial Bank USA. Mr. Maxwell joined 1st Financial Bank in 2003, and is responsible for leading the marketing and origination efforts for residential construction loans to home builders. Prior to joining 1st Financial Bank USA, he was a Director in the Structured Finance Department of Standard & Poor's Ratings Services. For over six years he was responsible for the analysis of asset-backed securities, specializing in consumer assets. Prior to Standard & Poor's, he spent over six years as an Assistant District Attorney with the New York County District Attorney's Office. Mr. Maxwell ... (view full description)

Ed McDowell

Managing Director, Acquisitions
GTIS Partners

Ed McDowell is a Managing Director at GTIS. Prior to joining GTIS, Mr. McDowell was most recently a Land Acquisition Manager for Hovnanian Enterprises, where he sourced and negotiated the purchase of residential land, analyzed investment opportunities and led due diligence teams. Mr. McDowell also served as Assistant Director of Finance at Hovnanian, where he evaluated, structured and sourced corporate acquisitions and helped arrange equity capital for joint ventures with private equity firms. Prior to Hovnanian, Mr. McDowell was an analyst in Morgan Stanley’s Investment Banking Division in both the Mergers and Acquisitions and Equity Capital Markets departments. Mr. McDowell receiv ... (view full description)

Charles McKeag

President
MLC Holdings

Charles McKeag is the President of MLC Holdings, Inc., a wholly-owned subsidiary of Meritage Homes Corporation (NYSE: MTH).  Charles and his team at MLC are responsible for acquiring land and securing entitlements for infill residential communities serving Meritage operations throughout Northern California, Southern California, and Colorado.   For nearly 20 years, Charles has been involved in the acquisition and entitlement of complex real estate transactions ranging from mixed-use redevelopment projects to traditional single-family subdivisions.  During his career, he has been directly involved in the development of over 10,000 homes in dozens of communities throughout the West. ... (view full description)

Kris McNally

Vice President, Strategic Marketing
Ashton Woods Homes

No biography specified

Bruce McNeilage

CEO
Kinloch Partners, LLC

Bruce W. McNeilage brings more than 25 years of financial and real estate investment experience to his role as Managing Member of Kinloch Partners, LLC and Kinloch Homes, LLC. In the past 12 years, he has invested in more than 450 properties and sold more than 150 properties throughout Georgia, Florida and Tennessee. McNeilage specializes in increasing occupancy rates and lowering operating costs by renovating and managing apartment complexes and large portfolio single family assets. His time tested proprietary techniques help create immediate positive cash flow and long-term growth in value for his properties.  Prior to launching Kinloch Partners LLC and Kinloch Home ... (view full description)

Paul Megler

Vice President, Real Estate
KB Home

Paul Megler is Vice President, Real Estate for KB Home based out of the corporate office in Los Angeles.  Prior to joining KB Home in 2018, Mr. Megler served as a Managing Director at JMP Securities LLC, in the Real Estate Investment Banking Group.  While at JMP Securities, Mr. Megler focused on capital raising and mergers and acquisitions for homebuilders, land developers, single family rental and multifamily clients.  Prior to joining JMP in 2006, Mr. Megler worked for PricewaterhouseCoopers LLP in the Systems and Process Assurance Group.   Paul received an M.B.A. from the UCLA Anderson School of Management. Additionally, Paul received a B.S. in accounting and a B.S. in managem ... (view full description)

Ryan Melin

President
Innovative Construction Group

No biography specified

Maria Menendez

CFO
GL Homes

No biography specified

Jeff Meyers

President
Meyers Research LLC

As a President of Meyers Research, a Kennedy Wilson Company, Mr. Meyers brings over 25 years of experience in which time he founded, built, and sold the largest market research company serving the US Homebuilding Industry, The Meyers Group. At its height, The Meyers Group grew to 21 offices and over 200 employees nationwide. Jeff specializes in on-going advisory services and manages all consulting assignments for several top ten public home builders through his direct involvement with land acquisition strategies, product development, segmentation, and positioning. Highly regarded as an industry expert for real estate trends and issues, Mr. Meyers is quoted frequently in several nationa ... (view full description)

Michael Miller

CMO
5 Arch

Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lennar, and Tishman Speyer.

 

Alaina Money-Garman

Founder & CEO
Garman Homes & Fresh Paint

No biography specified

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Rodney Montag has 28 years of hands-on experience in real estate investing, development, home building, finance, design, construction and planning. He has purchased, financed, obtained approvals, developed, built and/or sold over 50 projects totaling approximately 10,000 residential units. RAM Real Estate Capital (“RAM”) provides capital to homebuilders and residential land developers seeking to grow their business. With years of experience, deep relationships and an investment from institutional investors, RAM has the capital, expertise and the flexibility to structure the right deal for our partners. RAM was established to take advantage of the slow but steady recovery in the U.S. housing ... (view full description)

Matthew Montgomery

President
GroundStone, Inc.

“We all share a responsibility to create vibrant and sustainable communities for everyone to enjoy.”  Matthew J. Montgomery, Chief Executive Officer of GroundStone. This assertion stems from over 25 years experience in sustainable construction and real estate development.  Matthew knows and understands now is the time to make the right decisions for the future of how we develop and construct our communities.  Throughout his career, Matthew has developed some of South Florida’s most successful communities. GroundStone’s most recent success, Bay Colony in Juno Beach, received Professional Builder Magazine’s 2015 Gold Award for best new community. Throughout his career, Matthew has ... (view full description)

Bailey Neal

Principal
Legacy South Companies

No biography specified

Matt Neisser

COO
LendingOne

Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career.  Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coup ... (view full description)

Cortney Newmans

Director, Business Development
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor ... (view full description)

Kevin O'Grady

Managing Director
Walker & Dunlop

With over 35 years of commercial real estate finance experience, Kevin O’Grady, senior vice president and managing director, provides financing solutions to commercial real estate developers and owners for all types of income producing properties including office, apartments, hotels, industrial, large-tract mixed-use development, and retail. In his combined experience, Mr. O’Grady has been responsible for the development of approximately 10 million square feet of commercial projects, over $19 billion in financing, and 6 million square feet of commercial office leasing. Prior to joining Walker & Dunlop, Mr. O’Grady served as a partner, senior managing director and founding member of ... (view full description)

JUSTIN ONORATO

Director
BTI Partners

No biography specified

Adam Peterson

Director
JEN Partners LLC

Mr. Peterson joined JEN Partners in 2011, and is responsible for sourcing, underwriting and executing investment opportunities and new partnerships.  Before joining JEN, Mr. Peterson was a Senior Project Manager with Matthews Southwest, a Texas-based real estate developer where he managed a 1,500-acre master planned community in North Dallas.  He previously worked as a management consultant at Oliver Wyman in New York City. 

Mr. Peterson grew up in Toronto, Canada.  He graduated cum laude from Princeton University with a B.A. in Political Theory.

Chris Raley

President
SCG Florida

25 years of experience in Merger/Acquisition, Financial Management, Start-ups, Turn-Arounds, Business Development, and Operations Management  Private Equity Management, Funding and Capital Raises Asset Management, Investor relations and Real Estate Portfolios Financial sourcing, and forecast modeling Mergers, JV’s, Acquisitions, turn-arounds, and Consolidations Revenue growth and Dispositions Operations Management and Sales Engineering Services, Development and Site Planning Market Evaluat ... (view full description)

Jeffrey R. Rink

Jeff Rink, Managing Director
KeyBanc Capital Markets

No biography specified

Matt Rodak

Founder & CEO
Fund That Flip, Inc.

Matt Rodak - Matt is the Founder and CEO of Fund That Flip, a venture backed real estate investment marketplace specializing in short-term loans for residential real estate investors. As an active real estate investor, Matt became frustrated with the inefficiencies and lack of transparency offered by traditional lenders.   Fund That Flip’s technology provides ease-of-use, speed and transparency to professional real estate investors. For accredited and institutional investors, the platform automates sourcing, underwriting and loan origination providing unprecedented access to this desirable asset class.   Prior to founding Fund That Flip, Matt led sales and marketing f ... (view full description)

Betsy Scott

Executive Director
Housing Innovation Alliance

No biography specified

Lou Steffens

President, Acquisitions
Taylor Morrison

No biography specified

Timothy Sullivan

Managing Principal
Meyers Research LLC

Tim Sullivan is a major influencer in the field of market research and community development.  He has formulated creative supply and demand methodologies, driven new product designs for conventional and active adult living spaces and helped re-define community development programs all over the country.  He began his career with industry pioneer Sanford R. Goodkin in the early 1980s with a focus on creating New Towns (the precursor to Master Planned Communities).  From there he spent nearly a decade with the National Real Estate Consulting Group at KPMG where he established and expanded their Residential and Commercial Services.  From KPMG, Tim joined Jeff Meyers and helped transform the nasc ... (view full description)

Bob Swainhart

Director of Professional Services
Constellation HomeBuilder Systems

I fancy myself a strategic partner to the homebuilding industry with a focus on delivering world-class technology solutions. Additionally, I am passionate about driving effective end-user adoption within Constellation's client base to ensure that our customer's are realizing the benefits that our software applications can provide.

Innovative software solutions from Constellation HomeBuilder Systems empower homebuilders with information to effectively manage and grow their business. Our software helps our builders position themselves for growth, financing, acquisition, or IPO. Our customers are climbing the BUILDER 100 with Constellation as their trusted technology partner.

Blake Thompson

Managing Director
Blake Investment Partners

As the founder, Blake was an original architect of the firm’s investment thesis and philosophy and has helped guide the application of those principles through an ever-changing, growing and dynamic investing environment. He has presided over the growth of the firm, overseeing its transition from a start-up to a regional enterprise with the infrastructure required to support various businesses and a diverse investor base. Blake plays a central role in creating new investment opportunities and focusing on a proper marriage between capital, new project procurement, and execution on approved business plans.

Scott Thorson

Chief Operating Officer
Oakwood Homes

Scott Thorson has held a variety of jobs in the home building industry: president, founder, vice president, and project manager. Now, he has been named chief operating officer for Denver-based Oakwood Homes. The company, which builds in Colorado and Utah, made the announcement last week and said Thorson will be responsible for all of the company’s operational units. Founded in 1991, Oakwood Homes is Colorado’s largest privately held hometown builder and is also a master-planned community developer. The company has delivered more than 10,000 homes to date. “Scott’s vast experience in the home building industry will benefit bothOakwood Homes and its home buyers,” said Pat Hamill, t ... (view full description)

Robert Vahradian

Senior Managing Director
GTIS Partners

Robert Vahradian is a Senior Managing Director of GTIS Partners, a global real estate investment management firm headquartered in New York with offices in Los Angeles and So Paulo, Brazil. GTIS has 60 employees and currently manages approximately $2.4 billion of committed equity, comprising residential, retail, industrial, office, hotel and mixed-use properties in the U.S. and Brazil. Mr. Vahradian runs the firms U.S. investment and asset management activities, and is a member of its investment committee.Mr. Vahradian joined GTIS Partners in 2006 and has 26 years of real estate experience. Previously, Mr. Vahradian was President of Allied Partners, a private real estate invest ... (view full description)

Felix Vasquez

Cheif Executive Officer
Hyphen Solutions

Since March, 2002, Felix has managed Hyphen's strategy to tightly integrate builders with their respective supply chains, and has been instrumental in starting Hyphen's User Group which helps to drive product direction. As CEO, Felix is responsible for client and prospective client relationships and keeps a keen eye aware for potential business relationships with industry solution providers. Prior to joining Hyphen, Felix was most recently Vice-President and Chief Information Officer for D.R. Horton, Inc., one of America's largest and most geographically diverse home builders. While at D.R. Horton, Felix worked on extending CRM applications, defining and deploying a cohesive IT S ... (view full description)

E. John Wagner, II

Partner
Williams Parker

No biography specified

Margaret Whelan

Founder & CEO
Whelan Advisory, LLC

Margaret Whelan has worked on Wall Street serving the real estate industry for over 20 years. In this role she provides strategic and financial counsel to leaders of both public and private companies in the U.S. and globally. Having participated in raising $20+ billion in capital for housing and construction companies, she is widely recognized as an expert with deep knowledge of growth drivers, players, valuation and financing alternatives. Margaret is passionate about the opportunities for innovation across the U.S. construction industry, and she believes 2018 was the inflection point for this much needed change. Recently her firm has advised several of the more innovative compa ... (view full description)

Ali Wolf

Director, Economic Research
Meyers Research LLC

Ali Wolf is the Director of Economic Research for Meyers Research LLC. As head of the Economics Department, Ali manages and analyzes the content for Zonda, provides data analytics, runs special research projects, and does presentations across the country on topics spanning both the housing market and the wider economy. Ali’s specialty is understanding Millennials. Prior to joining the Meyers team, Ali headed macro, regional, and metro-level monthly economic reports at John Burns Real Estate Consulting. Ali was also a researcher for both the Canadian and UK Parliaments. Ali holds a Bachelor’s Degree from The Ohio State University in Economics and a Master’s Degree from ... (view full description)

Patrick Zalupski

CEO & Co-Founder
Dream Finders Homes, LLC

Mr. Patrick Zalupski serves as Co-Founder, CEO and Managing Partner of Dream Finders Holdings, LLC.  Mr. Zalupski is responsible for the overall operations and management, with particular involvement in the origination, underwriting and structuring of all investment activities.  Prior to Co-Founding Dream Finders Holdings, LLC in 2008, he was Managing Partner of Bay Street Condominiums, LLC.  Prior to 2005 he was a Financial Auditor for Fedex Internal Audit Department in Memphis, TN.  He also holds an inactive Florida Real Estate License.  He received a B.A. in Finance from Stetson University in 2003

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Event Contacts for 6th Annual Real Estate Private Equity Forum on Land & Homebuilding (East)

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*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
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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