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Anna Aaron

Vice President, Portfolio Manager
Regions Bank

Anna Aaron, CFA, is a Vice President, Special Asset Management for Regions Bank. Regions Financial Corporation, with $120 billion in assets, serves customers in 16 states in the South, Midwest, and Texas and operates 1,650 banking offices. Anna has 16 years of commercial banking experience. She joined the Special Assets Management group in 2009 and focuses on portfolio management. Prior to her current position, she served in various underwriting roles covering Commercial Banking, Home Builder Finance, and Community Banking Loans (60% CRE). Anna supervised an HBF team of underwriters for North Georgia and a team of Community Banking underwriters for North Georgia. Anna received her MBA ... (view full description)

Joe Arie

Pacific Premier Bank

Mr. Arie is a seasoned banker of over 37 years. During his tenure in the banking industry, Mr. Arie has held executive management positions in all areas of running a bank. He has been a "keynote speaker" at several Banking conferences speaking on the subject of Business Banking and Small Business Lending. In 1994 he received the U.S. Small Business Administration’s (Columbus, Ohio) Financial Advocate of the Year Award. In 1995, President Clinton appointed Mr. Arie to be 1 of 80 Presidential Delegates at the White House Conference on Small Business. From 1995 to 2005 Mr. Arie was on the Board of Directors and Executive Committee of The National Association of Government Guaranteed Lenders, NA ... (view full description)

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

Alan Blankstein

Vice President, Special Assets Group
Comerica Bank

Alan Blankstein has been with Comerica Bank since 2005, and is a Workout Officer in its Special Assets Group, located in Boca Raton, Florida. Comerica Bank is a $69 billion financial services company headquartered in Dallas, providing financial services in Michigan, California, Texas, Florida and Arizona. His prior position with Comerica Bank was a Relationship Manager in the Commercial Real Estate Division, providing clients with financial solutions in all areas of commercial real estate development. Previously, Alan was with Bank of America for 12 years, serving the last six years as a Relationship Manager in Community Development Banking. His responsibilities in that role included provi ... (view full description)

Robert Brookes

Director and Consultant
Home Federal Bank of Hollywood

HOME FEDERAL BANK OF HOLLYWOOD Hallandale Beach, Florida 2013 - present President & CEO/Director Community savings bank that Bob and his team successfully managed out of a regulatory consent order. Hired to resolve regulatory issues, expand the bank’s activities, re-capitalize the bank and re-define the strategic direction of this local 15 year old institution. Joined the bank as a consultant and after regulatory approval joined as President & CEO. Key to Banking, LLC Key Biscayne, Florida 2012 – 2013 President Business and bank consulting firm specializing in problem resolution, strategic planning, business plans. SECURITY BANK, N.A. Miami, Florida 2011 - 2012 President & CEO/ B ... (view full description)

Doug Butler

VP Southeast Region
TriLeaf Environmental

Education B. S. of Science in Fisheries and Wildlife Minor in Biology University of Missouri ColumbiaFields of Special Competence Mr. Butler specializes in Phase I Environmental Site Assessments (ESA), Phase II Environmental Site Assessments (ESA), Environmental Remedial Design (RD), Environmental Remedial Action (RA) as well as Indoor Air Quality (IAQ) Assessments.Experience Mr. Butler has extensive experience on the subject matters of environmental due diligence. Mr. Butlers nearly 14 years of experience in performance and oversight of related projects has yielded him broad insight into environmental issues associat ... (view full description)

Bill Bymel

Managing Director
Spurs Capital - NPN Capital Management

Bill Bymel has a reputation for identifying investments with strong return and advising clientele on proper acquisition and disposition of real estate related assets in Florida.  Since 2002, Mr. Bymel has managed and brokered real estate portfolios and provided mortgage service consultation for major financial institutions such as Wells Fargo Bank and JP Morgan Chase as well as private fund managers such as Wexford Capital, Spurs Capital, and Tiptree Financial.  He has pursued this while a partner at Retail Sites International, a 35-year old boutique commercial real estate brokerage that specializes in site selection on behalf of nationally know and publically traded restaurant or retail com ... (view full description)

Angela Byrne

National Field Oversight Manager, Risk Sharing Asset Management
Federal Deposit Insurance Corporation

Angela Masser has been with the Federal Deposit Insurance Corporation since 2010 and currently serves as the National Field Oversight Manager for Risk Sharing Asset Management at the Division of Resolutions and Receiverships Headquarters Office in Arlington, VA. She began her career with the FDIC in Jacksonville, Florida where she served as the East Coast Regional Manager in Risk Sharing Asset Management where she handled the oversight of $40 billion in assets covered by loss sharing agreements. Previously, Angela worked for the Federal Home Loan Bank of Pittsburgh where she served as Collateral Manager responsible for loan and security portfolio valuations, analyzed financial strength and ... (view full description)

Jorge Carvallo

Vice President
Banesco USA

Jorge Carvallo started his bankkng career in 1969 with Chemical Bank, New York, where he completed the Senior Managment Training Program. In 1978, he moved to South Florida where he has held executive positions with several local community banks including Royal Trust Bank, TotalBank, County National Bank and The Trust Bank (as President and CEO). He joined Security Bank, N.A.(SBNA) four years ago as Executive Vice-President and Chief Credit Officer. Banesco USA acquired SBNA in May, 2012 and operates a as a midsized community bank in South Florida with offices in San Juan, Puerto Rico. His experience has been mainly in the problem asset/loan work out areas as well as in international and com ... (view full description)

John D'Amico

Senior Managing Director, Client Services
Trimont Real Estate Advisors

Mr. DAmico is responsible for the oversight of all special serviced assets handled by TriMont for its clients. Mr. DAmicos duties include strategy formulation and approval of Asset Status Reports and Deal Resolution Plans for distressed loans. Mr. DAmico chairs the firms Credit Committee and works with Primary Servicing team leaders to identify watch list assets. Additionally, Mr. DAmico oversees the firms Underwriting Team which is involved in the acquisition of non-performing and sub-performing loans. Relevant Experience: Mr. DAmico joined TriMont Real Estate Advisors, Inc. in June 2012 and has over 30 years experience in real estate and real estate f ... (view full description)

Denise Dell-Powell

Burr & Forman LLP

Denise D. Dell-Powell is a partner in the firms Central Florida office where she practices in the firms bankruptcy, creditors rights, distressed property and inventory finance litigation. In addition, she is a member of Burr's Executive Committee while also serving as Co-chair of the firms Strategic Growth Committee. Denise has more than 19 years experience in bankruptcy and creditors rights, distressed property, dealer distribution and inventory finance litigation, including CMBS foreclosures, workouts and bankruptcy matters. In addition to a focus on banking and financial institutions, her career also includes extensive counsel to the hospitality, restaurant and citrus industries. ... (view full description)

Joseph Erwin

SVP & Team Leader
Regions Bank

Joe joined Regions Bank in 2003 and presently serves as the South Florida, Georgia, and South Carolina Team Leader for Commercial Problem Asset Management.  In this role Joe manages two teams of commercial workout specialists handling commercial credits.  Joe assumed this role in 2010 after managing commercial real estate workouts in the South Florida market.  Prior to Joe’s position in Commercial Problem Asset Management he was a senior commercial real estate lender in Region’s Commercial Real Estate Department.  Joe was also part of the team that started the South Florida Commercial Real Estate Loan Production Office for Regions Bank i ... (view full description)

Carol Faber

Partner and Co-Chair of the Distressed Property Practice
Akerman LLP

Carol Faber has more than 25 years of experience representing clients in a range of real estate transactions, including financing, leasing, and acquisition and sale transactions. Her financing experience includes representing borrowers and lenders in mortgage loans, ranging from several million dollars to over $600 million, on vacant land and developed property of all kinds, including industrial property, office buildings, shopping centers, and apartment buildings, as well as real estate related asset-based loans, leasehold mortgages, securitized loans, mezzanine loans, and loan participations. She also has extensive experience representing institutional lenders in loan workouts, restructure ... (view full description)

Tom Findlay

SVP, Southern Team Leader, Asset Resolution Grp

Tom Findlay is currently SVP and Florida Group Leader for Problem Loan Administration for BB&T. Located in St. Petersburg, Mr. Findlay directs the resolution of all high-risk commercial loans over $1 million in Florida, Alabama, Southern Georgia, Kentucky and Texas. Mr. Findlay’s career began in 1983 with Trust Co. Bank. After 20 years of commercial loan origination in Atlanta with SunTrust, SouthTrust, and BB&T, he became Problem Loan Administrator (2002-2006), Regional Credit Officer (2006-2008) and in 2008 was named as the Senior Credit Officer for the Metro Atlanta region, where he served until his move to Florida in 2011.

Eric Golden

Burr & Forman LLP

Santosh Govindaraju

CEO & Portfolio Manager
Convergent Capital Partners

Santosh is a Chief Executive Officer of Convergent Capital Partners LLC. He brings over 17 years of real estate investing experience to the Convergent team. Santosh’s investment history includes both equity and debt investments in commercial real estate throughout the United States. His experience includes active investment, development, and turnaround of multifamily, retail, office, hotel, and land development in various geographies. Based in Tampa, Santosh leads Convergent’s opportunistic investments and complex negotiations. Prior to Convergent, Santosh was Chief Executive Officer of Paragon Capital Partners LLC for over 10 years, with responsibility for investments in mortgage debt ... (view full description)

Kenneth Grams

Kinetiq Group

Ken Grams is a high-achieving executive with more than 25 years of experience in asset management, quality growth initiatives, and as a straight speak strategist in the financial services industry. An exemplary career history serving on c-suite committees to unify enterprises and administer effective leadership.  Visionary leader with the proven ability to direct multi-billion dollar institutions and diverse portfolios, while producing a measurable record of success for both institutions, clients, and strategic partners. *  *  * Select Career Highlights: Transaction volume experience of over $10 Billion (United States and Latin America). Portfolio management of ... (view full description)

Gregory Hallam

Special Assets Officer
Harbor Community Bank

Greg Hallam is a 40-year veteran of the banking industry who is the number two person in the Credit Department for a rapidly growing $2.0B bank headquartered in Fort Pierce, FL. In this capacity he heads up the bank's Collection Department and manages a portion of their Special Assets group.

Mark Hildreth

Shumaker, Loop & Kendrick LLP

Co-administrator of Shumaker's Banking and Financial Institutions Industry practice group, Mark understands the nancial services industry has never been more complex or competitive and he delivers actionable advice and assistance to clients in order to meet today’s challenges. Mark focuses his practice in the areas of: Creditors' rights and loan enforcement litigation in state and federal courts Representation of creditors in business bankruptcies Business loan workouts Foreclosures Uniform Commercial Code (UCC) disputes Contract disputes Lender-liability defense Because of Mark’s more than three decades’ wo ... (view full description)

Larry Jones

VP, Special Assets Supervisor
First State Bank

Mr. Jones is the supervisor of Special Assets for First State Bank of Illinois.  With over 42 years of experience is banking, his duties include analyzing the financial strengths and weaknesses of classified assets and planning the strategy to resolve the challenges in a timely manner.  As part of the process he works with law firms to litigate and resolve the challenges facing the bank and its customer base.  Within his arena assets secured from borrowers are disposed.  He has served in the acquisition of other financial institutions to his and has assimilated them into the bank.  He speaks across the nation regarding special asset management, real estate funding, a ... (view full description)

James Kearley

Senior Vice President
Regents Bank

Bill Kennedy

Senior Vice President-Special Assets Manager
Wells Fargo

Bill Kennedy is a Senior Vice President with Wells Fargo Bank, N.A. Bill has 40 years of experience in Financial Services, with 30 of those years spent in roles dealing with Special Assets or Commercial Loan Workout duties. In his current role, Bill is the Manager of the Special Assets team for the Wealth, Brokerage & Retirement (“WBR”) business at Wells Fargo. Prior to 2010, WBR had been using the other Special Assets teams within Wells Fargo to handle their commercial loan workout duties. At the onset of the recession, it was determined that WBR should form its own workout team and Bill was charged with building, developing and managing that team in the middle of the worst econom ... (view full description)

Salman Khan

Managing Principal
Stabilis Capital Management, LP

Mr. Khan is the founder and managing principal of Stabilis Capital Management, LP, an SEC registered investment adviser. Since 2010, Stabilis has raised in excess of $1.2 Billion. Prior to Stabilis, Mr. Khan spent 12 years at Goldman Sachs, with the last 7 years as a business unit leader. While at Goldman Sachs, he started and ran the Latin American distressed loan acquisition business in small commercial and industrial loans, single family mortgage loans and other consumer loans from 1997-2001. Mr. Khan then started and ran the US small and middle market loan acquisition business (same business as Stabilis) for Goldman Sachs from 2001-2004. Following Goldman Sachs, Mr. Khan crea ... (view full description)

Mark King

Managing Director
Rialto Capital Management

Mr. King joined Rialto in 2010 and serves as a Managing Director and Head of Loan Workout Strategies. He also oversees the Atlanta Office. From 2008 to 2010, as an equity partner with Jones Walker, Mr. King judicially enforced, worked out, and arranged for sales and acquisitions of commercial loans, including the loss-sharing portfolio acquired as a result of the sixth largest bank failure in United States history. For these purposes, Mr. King managed a team of professionals devoted to servicing relationships he originated with regional and community institutional lenders, investors, and other commercial clients. From 2005 to 2008, Mr. King was an equity member of Miller, Hamilton, ... (view full description)

Lee Mackson

Shutts & Bowen LLP

Lee D. Mackson is a partner in the Miami office of Shutts & Bowen LLP and Co-Chair of the Creditors' Rights/Bankruptcy Practice Group. A Martindale-Hubbell AV® PreeminentTM rated attorney, Lee has been named among the Best Lawyers in America® in bankruptcy, creditor-debtor law and related litigation since 2013. With more than 30 years of experience, Lee advises clients in ways to resolve a variety of complex business disputes in court, arbitration and negotiation, including workout attempts, commercial foreclosures and trials. Lee has appeared before the United States Supreme Court. Lee primarily represents financial institutions in real estate and banking litigat ... (view full description)

Richard Martin

Akerman LLP

Richard Martin is a partner with Akerman LLP in Tampa, Florida. Richard represents financial institutions, special servicers, and private equity firms in commercial real estate foreclosures, receiverships and guarantor litigation in state and federal courts throughout the state of Florida. Richard joined Akerman in 2004 after clerking for a federal district judge. He is a graduate with highest honors of the Florida State University College of Law and holds a bachelors of science in industrial engineering from the University of Florida. Richard frequently writes on topics of interest to financial institutions, including a Florida Bar Journal article on foreclosure standing which has been c ... (view full description)

Jack McCabe

McCabe Research and Consulting

Jack serves as CEO and Managing Partner of the companies he founded in 2002.  McCabe Research & Consulting ( ) is a real estate and economic advisory and consulting firm with a diverse clientele of single and multifamily developers, investment banks, hedge funds, REIT’s, mortgage lenders, attorneys, brokers, appraisers, and other commercial real estate affiliates.   The Company performs total market, micro-research reports as well as market feasibility studies, and provides expert advisory services on a variety of residential and mixed use developments in the southeastern United States. Mr. McCabe also performs real estate expert witness services for lar ... (view full description)

Joel Minamide

U.S. Bank

Joel Minamide is a Senior Vice President and Senior Team Lead in the Special Assets Group of U.S. Bank in Irvine, CA. He oversees a team of professionals who manage a West Coast portfolio of problem and distressed loans. He is also a cohort/mentor in U.S. Bank's Risk Management & Compliance Multicultural Group, which focuses on various DEI issues.  Previously, Joel supervised teams charged with large, complex CRE and C&I relationships at California National Bank (acquired by U.S. Bank), The Toyo Trust and Banking Co., Ltd., and Sumitomo Bank of California (now California Bank & Trust). One of his most high-profile assignments involved a co-lender loan transaction which later beca ... (view full description)

Mark Mitchell

Rogers Towers, P.A.

Mr. Mitchell’s practice focuses on commercial litigation, with particular emphasis on creditors’ rights and bankruptcy. Mr. Mitchell represents financial institutions in loan workouts, restructurings, foreclosures, and judgment execution. His practice also includes representing parties in all facets of bankruptcy cases, including secured and unsecured lenders, bankruptcy trustees, creditor committees and debtors. Prior to joining Rogers Towers, Mr. Mitchell was an associate at the law firm of Akerman Senterfitt in Jacksonville, Florida, where he practiced bankruptcy and general creditors’ rights law. After graduating law school, Mr. Mitchell served as a law clerk to the Honorable George ... (view full description)

Priscilla Moench

Vice President-Business Services Credit Review
Regions Bank

Priscilla Moench joined Regions Financial in Credit Review June 2012 with primary responsibility for the Problem Asset Management portfolio. Beginning her career with the OCC she has worked with Loan Review, Problem Asset Management and FDIC Loss Share agreements in Regional and Community Banks as well as a consultant to Community Banks from Miami to Washington, DC for loan review and due diligence/acquisition work. Ms. Moench has also been a Commercial Real Estate lender, Work-out officer and Special Assets Credit Administrator approving work-out plans and OREO sales.

Michael Nanosky

Janus Hotels and Resorts

Mr. Nanosky has over thirty-five years experience in all aspects of the hospitality industry.  In 1989, Mr. Nanosky joined Beck Hospitality as a partner and President.  He quickly developed Beck Hospitality into a top 20 hotel management company, successfully managing over 250 hotel properties for the RTC and various lending institutions and servicers.  He was also instrumental in the successful reverse merger of Beck Hospitality into Janus Hotels and Resorts, Inc., a publicly traded company.           Today, Mr. Nanosky serves as President and Partner of Janus Hotels & Resorts, which is privately owned. Janus Hotels and Resorts owns and/or manages over 27 hotels with 8,000 guest rooms t ... (view full description)

George O'Neil, III

Managing Director
CW Financial Services LLC

George T. O'Neil, III Mr. O’Neil serves as a Managing Director and corporate risk manager of CW Financial Services, a unique, vertically integrated commercial real estate finance and investment management company where his duties include managing all subsidiary and affiliate risk and associated insurance activities. In addition, Mr. O’Neil is President of ConvergentRisk, a specialty risk management and insurance services firm that provides related services to commercial real estate, CMBS, GSE and related platforms. Mr. O’Neil has over 25 years of experience managing a broad range of commercial risk and insurance businesses to include executive leadership roles in commercial underwri ... (view full description)

James Paul

Director of Receivership
ALPS Group

ALPS Group specializes in State and Federal Receivership, Property Management, Property Preservation & Construction and Real Estate Sales & Leasing. ALPS Group services are provided nationwide.   Service types include retail, golf courses, mobile home parks, residential and mixed use developments, multi-family, gas stations, car washes, storage facilities, medical facilities, hotels/motels, restaurants, mid-rise, condominiums, daycares, warehouses, office parks, OEM, construction sites, equities recovery, business operation and disolution. ALPS Group provides a wide range of cost-effective services, including assisting clients ... (view full description)

Gregory Paulus

Managing Director
Kreshmore Group

Greg Paulus has spent the last 33 years on almost every side of the table regarding real estate. With 15 years of banking experience and 16 years of development, construction, investment and management experience, Greg has been the lender, borrower, investor, developer, workout consultant, receiver, note seller and distressed borrower over the course of his career. His experience ranges from small apartment properties to large subdivision development – for both lending and ownership/development. Greg just concluded a six year turnaround where he lead a 26 person department working on the resolution, under a loss share agreement, of over 3,000 notes acquired from the FDIC when ShoreBank faile ... (view full description)

Gary Ralston

Managing Partner
Imperial Florida Partners

Gary M. Ralston, CCIM, SIOR, SRS, CPM, CRE, CLS, CDP, CRX, FRICS is a managing partner of Coldwell Banker Commercial Saunders Ralston Dantzler Realty, LLC – the premier commercial services provider in Central Florida (Polk County). He is a recognized subject matter expert on retail and commercial properties. His experience includes the complete spectrum of commercial real estate services. In addition, he is a successful real estate developer, investor and group investment sponsor.  From the early 1990s through 2004 Gary was the president and a member of the board of directors of Commercial Net Lease Realty, Inc. (NYSE:NNN) the industry leader in ... (view full description)

James Robinson

White & Case LLP

Jim Robinson is a partner in White & Case LLP's Litigation Department and concentrates in commercial trial work. Many of Mr. Robinson's recent commercial cases include representation of banking clients, including defense of a US$100 million lender liability lawsuit filed by a creditors' committee in federal bankruptcy court, defense of a multi-million dollar lender liability lawsuit by a mezzanine lender on a US$60 million bank loan, and defense of several other multi-million dollar lender liability lawsuits, most of which were resolved with summary judgment in our clients’ favor. For banking clients, Mr. Robinson has also prosecuted dozens of commercial foreclosure lawsuits on loans tot ... (view full description)

Aliette Rodz

Shutts & Bowen LLP

Aliette DelPozo Rodz counsels businesses facing legal challenges to compete in the global economy. Whether in court or through alternative resolutions, she aggressively advocates for companies and institutions in U.S. and international disputes.Ms. DelPozo Rodz is a shareholder in the Business Litigation Group in the Miami office. She works with U.S. and foreign-based businesses on commercial claims. While her litigation experience can be applied to many industries, she has focused on real estate, banking, creditors' rights, construction,insurance, professional services and aviation. Legal matters include complex business disputes, commercial and residential forecl ... (view full description)

Brad Salzer

Redstone Investments

As a thirty year real estate professional, Mr. Salzer has focused on the acquisition and servicing of commercial real estate loans since 1991. Having acquired over $500,000,000 in whole-loans either individually or in pools, Mr. Salzer has a proven track record in the resolution of distressed mortgage debt. Mr. Salzer has participated as a buyer of RTC, FDIC and conventional bank assets as well those of private and institutional lenders. In addition to the most common property types, collateral has included golf courses, marinas, churches and a multitude of special-use facilities throughout the continental United States. His strong foundation in the development of real property including, of ... (view full description)

Nitin Shah

Chairman and CEO
Embassy National Bank

Nitin Shah Chairman & CEO, Embassy National Bank President, Imperial Investments Group Mr. Shah has the unique distinction of simultaneously being a successful hotelier and a successful banker. He serves as president of Imperial Investments Group Inc., a Georgia-based hospitality company he founded in 1984 which currently has assets approaching $100 million, including 15 hotels plus a variety of commercial real estate projects. He is also chairman and CEO of Embassy National Bank, an Atlanta-based community bank he helped establish in 2007 which has grown to $70 million in assets and is a leading lender to small businesses in the southeastern United States. In 1999, he ... (view full description)

Leslie Sharpe

In House Counsel
Rialto Capital Advisors

Leslie Sharpe is In-House Counsel for Rialto Capital Management, LLC where she manages the litigation and licensing for its asset management and real estate groups. Prior thereto, Leslie was the Senior Litigation Counsel for Lennar Corporation and responsible for managing Lennar's litigation profile on the United States east coast. Leslie was also the Associate General Counsel for Levitt Corporation (nka Woodbridge Holdings Corporation) and an associate at Kluger, Peretz, Kaplan & Berlin, PL (nka Kluger, Kaplan, Silverman, Katzen & Levine, PL). She attended the University of Florida (J.D., magna cum laude 2003, Student Honor Court Chancellor 2002-2003, Florida Blue Key President Fall ... (view full description)

Donald Sheets

Managing Partner
AlumCreek Holdings LLC

Donald Sheets is Managing Partner of AlumCreek Holdings LLC, a private equity platform with a focus on special-situation commercial real estate mortgage debt investing. AlumCreek Holdings held the closing for its initial vehicle in December 2014 with a meaningful capital commitment from a prominent endowment and the capacity to acquire between $600-800 million in performing/sub-performing/nonperforming CRE mortgage debt from a variety of entities including banks, special servicers, life insurance companies, government agencies, specialty lenders, and investment funds. Donald leads ACHs investment sourcing and resolution activities as well as oversees the platforms day-to-day operations. The ... (view full description)

Scott Silver

Jones Walker LLP

Scott Silver is a partner in the firm's Business & Commercial Litigation Practice Group. Mr. Silvers primary focus is on commercial litigation and foreclosures and his experience includes representing various regulated businesses against private, federal and state actions.

Mr. Silver previously worked as an associate at Greenspoon Marder, P.A., in that firm's trade practice regulatory compliance and litigation defense department. Mr. Silver received his juris doctor degree, cum laude, from Nova Southeastern University, Shepard Broad Law Center in May 2007. He also holds a Bachelor of Arts in Business Administration from the University of Florida.

Amit Singhal

Senior Vice President
Macquarie Principal Investing

Amit Singhal is an investment officer in Macquarie's Principal Investing & Direct Lending Group. Key portfolio characteristics: $10bn AUM, $25-150mm deal size, L+500 to 10+% yield. Investments range from 1st lien, 2nd lien & mezzanine debt, to preferred and structured equity. Particlar areas of interest: esoteric ABS, specialty finance, any pools of cash-flowing assets that can't be securitized, contract monetization, etc. Mr. Singhal's prior experience includes private debt & equity investing at Elliott Management, and leveraged buyouts (transport, energy, infrastructure) at Goldman Sachs. He started his career in the Structured Corporate Finance group at ... (view full description)

Rick Spencer

SVP - Problem Loan Manager
Truist Financial Corporation

Rick Spencer currently holds the position of Senior Vice President & Problem Loan Administration Manager for Truist Financial Corporation ("Truist"), formerly Branch Banking & Trust Company (“BB&T”). As of March 2021, Truist is the sixth largest financial services holding company in the U.S. with $518 billion in assets. Based in Charlotte, N.C., Truist operates financial centers in 15 states and Washington, D.C. In his current role, Mr. Spencer directs the resolution of all Commercial and Commercial Real Estate problem asset relationships with a focus on the Community Bank for Truist. Prior to the creation of Truist, Mr. Spencer directed the resolution of all non-retail problem a ... (view full description)

William Stolberg

Director-Commercial Real Estate
Ocwen Loan Servicing, LLC

Mr. Stolberg is currently the Director of Commercial Real Estate for Ocwen Loan Servicing, LLC. Mr. Stolberg has been with Ocwen for over twelve years and has worked in a variety of loan servicing and real estate positions at the company including the head of asset management services for Ocwen�s value-add REIT vehicle, Ocwen Asset Investment Corp (OAIC). In the past 5 years, Mr Stolberg has been directly responsible for asset managing and selling over 300 multifamily and other REO in multiple markets throughout the United States totaling over $500 million. In recent months his team has been responsible for providing asset management and REO sale services as part of the closing process for ... (view full description)

Dev Strischek

SVP & Senior Credit Policy Officer
SunTrust Bank

As senior credit policy officer, Dev is responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, and private wealth management client services. He also spent three years as credit administrator and managing director of credit risk management in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach market. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction com ... (view full description)

J. Ellsworth Summers

Rogers Towers, P.A.

Mr. Summers is a shareholder with Rogers Towers, P.A. based in Jacksonville, Florida, practicing in the areas of bankruptcy, creditors rights and commercial litigation. Mr. Summers is admitted to practice in the 4th Circuit Court of Appeals and the 11th Circuit Court of Appeals, and the state and federal courts in the State of Florida and the Commonwealth of Virginia. He graduated from Hampden-Sydney College, B.A., Cum Laude, 1994 and Stetson University College of Law, J.D., Cum Laude, 1998, where he served as a member of the Stetson Law Review. Prior to entering private practice, Mr. Summers was law clerk to the Honorable Stephen C. St. John, Chief United States Bankruptcy Judge for the Eas ... (view full description)

Andrea Tromberg

Managing Partner
Gladstone Law Group

ANDREA TROMBERG, Managing Partner, graduated from the University of Florida in 1993 in the top 10% of her class, and then earned her law degree from Nova Southeastern University in 1996. During law school she held a position as Editor of the prestigious Law Review, and served as a member of the Moot Court Society. Following law school, Mrs. Tromberg practiced for four years with the Public Defender’s Office handling a high volume of cases, including; misdemeanors, juvenile cases, felonies and life felonies, as well as sitting second chair on a highly publicized murder trial. She was awarded Attorney of the Year for her ability to competently handle a large number of cases through trial. ... (view full description)

Steven Vainder

White & Case LLP

Mr. Vainder advises clients on all aspects of real estate, including acquisitions, dispositions, operations, leasing, management, development and financing.Representing investors, owners and other stakeholders, Mr. Vainder has participated in numerous complex real estate projects, including the development, financing and sale of shopping malls, large planned-unit developments, mixed use projects, hotel and hospitality assets and office and industrial parks.Mr. Vainder also has extensive experience representing lenders and private equity funds with the restructuring, repositioning, disposition and acquisition of distressed real estate loans and assets.Mr. V ... (view full description)

Jenna Vick Unell

General Counsel
C-III Asset Management

Jenna Vick Unell is Senior Managing Director of C-III Capital Partners, a real estate services company engaging in activities that include primary and special servicing, loan origination, fund management and principal investment. Jenna Unell is Senior Managing Director and General Counsel of C-III Asset Management LLC, a wholly owned subsidiary of C-III Capital Partners, a highly rated loan servicer of commercial real estate loans. C-III Asset Management is the named special servicer for over $116 billion of commercial real estate loans. Jenna Unell has been with C-III Asset Management and its predecessor companies for over 12 years. Ms. Unell has over 25 years of experience in c ... (view full description)

Sean Walker


Edmund Whitson

Arnstein & Lehr LLP

ABOUTEdmund Whitson is a partner in the Tampa office of Arnstein & Lehr. Prior to joining Arnstein & Lehr, Mr. Whitson gained an array of experiences: Anthony & Partners, Tampa - Complex litigation in federal court, including both district and bankruptcy courts, and sophisticated collection/garnishment and judgment recovery litigation. Bryant Miller Olive, Tampa Chair of the firms bankruptcy and insolvency practice. Negotiated and prepared legal opinions in connection with federal New Market Tax Credit transactions and Transportation Infrastructure Finance an ... (view full description)
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Event Contacts for 5th Annual Bank & Financial Institution Special Asset Executive Conference on Workouts (Florida)


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You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*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 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


    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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