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Steven Albert, MAI, SRA

Allstate Appraisal LP

Steven S. Albert is the President of Allstate Appraisal, L.P., a Chicago-based national Appraisal Management Company in business since 1959. Allstate provides residential and commercial valuation and appraisal review services in all 50 states and has grown into one of the nation’s premier providers, catering to a diverse list of local and national lenders, mortgage insurance companies, Fannie Mae, HUD, the SBA, law firms, and the FDIC. Steve's professional credentials include the MAI and SRA designations from the Appraisal institute, as well as Certified General Licensure in the states of Illinois, Indiana and Michigan.

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)

Todd Baldi

SVP, Portfolio & Servicing Manager
Radius Bank

Todd Baldi is the Senior Vice President - Portfolio and Servicing Manager at Radius Bank. He has over 15 years of loan workout experience and has worked for multiple brand name companies including American Express, Fidelity Investments, Berkshire Hathaway and Merrill Lynch. Most recently, he directed the commercial and consumer workout teams for Urban Partnership Bank as a Senior Team Leader of the Special Assets Group. He holds an MBA from Illinois Institute of Technology, Stuart Graduate School of Business and a BS from San Diego  State University. He also holds the Certified Turnaround Professional designation.

David Bavli

FVP, Associate General Counsel & Director
BofI Federal Bank

David Bavli is First Vice President, Associate General Counsel & Director of Special Assets at BofI Federal Bank, a federally chartered bank based in San Diego with over $7.5 billion in assets.  Prior to BofI, Mr. Bavli was a litigation associate at Carroll McNulty & Kull LLC, Riker Danzig Scherer Hyland & Perretti LLP, and Clausen Miller PC.  Mr. Bavli received his B.A. from Brandeis University and his J.D. from Brooklyn Law School.

Mark Beeghley

Vice President
Fifth Third Bank

Mark Beeghley is Vice President in the Special Assets Group for Fifth Third Bank, working out commercial credits in multiple states with the largest emphasis in Commercial Real Estate.  He has been in Special Assets for over 7 years and has over 20 years banking experience.  

Mark Bogdanowicz

Howard & Howard Attorneys PLLC

Mark Bogdanowicz, a shareholder at Howard & Howard Attorneys PLLC, regularly represents secured creditors in chapter 11 and chapter 12 bankruptcy cases. He has successfully navigated secured creditors through sales of debtors’ assets in bankruptcy, including situations in which the secured creditor was the ultimate buyer of the assets. He has also represented secured lenders in drafting agricultural loan agreements, negotiating plans of reorganization and cash collateral orders, and litigating valuation of collateral related to secured claims. Mr. Bogdanowicz is a member of the American Bankruptcy Institute and the Co-Chair of the Labor and Employment Committee. He is a regular contri ... (view full description)

Mary Brown

Vice President
First Midwest Bank

Vice President - OREO and Special Assets, First Midwest Bank.  Responsible for managing the Bank's OREO portfolio and a Special Assets workout team.   Prior to joining First Midwest Bank, she worked as a consultant at Rally Capital and High Ridge Partners specializing in Receiverships and Assignment for the Benefit of Creditors.   Prior to her consulting career, Mary had 12+ years in commercial real estate lending at American National Bank and Harris Bank.  Ms. Brown has an undergraduate degree from the Kelley School of Business at Indiana University and an MBA from DePaul.  She currently serves on the Board of Beds Plus in LaGrange, IL a non-profit agency that helps homeless individuals obt ... (view full description)

Marvin Bynum

Godfrey & Kahn, S.C.

Marvin is a member of the Real Estate Practice Group and is based in the Firm’s Milwaukee office. Marvin tackles challenges with a pragmatic, level-headed approach, partnering with clients engaged in a gamut of commercial real estate transactions, including development, financing, leasing, acquisition, disposition and low-income housing tax credit-financed development. He is experienced in representing local, regional, national and multinational companies, and understands issues from multiple vantage points, including those of lenders and borrowers, landlords and tenants, manufacturers and startup entrepreneurs, and nonprofit organizations and tribal entities.

Jennifer Camp

Commercial VP, Special Assets
Fifth Third Bank

Jennifer Camp is Vice President in the Special Assets Group at Fifth Third Bank Denver office handling the Bank’s distressed Healthcare portfolio.  Borrowers range from physician practices, acute care hospitals and assisted living/nursing homes, to PEG sponsored medical device, labs, CRO’s, publically traded pharma, senior living platforms and healthcare systems.  She has previous experience in “siloed” lending and work-out in Higher Education, Media, Resort and Retail Franchise Finance with Fifth Third Bank beginning in 2010 and before that with TD Bank in Boston.  Jennifer is from Chicago, graduated from the University of Illinois and has lived on ... (view full description)

Cam Childs

Managing Director
Directed Capital

Cameron Childs Senior Vice President—Asset Acquisitions   Mr. Childs leads the Asset Acquisition team at Directed Capital. In his current role, Mr. Childs is responsible for all acquisition activity including deal sourcing, underwriting, valuation, and execution. Mr. Childs has experience across the business platform from acquisitions and asset management to capital formation and financial reporting. Mr. Childs is based in the St. Petersburg office.    Mr. Childs received a B.A. in Economics and a M.S. in Management from the University of Florida. Mr. Childs also received a B.S. ... (view full description)

Sean Cunningham

Director, Restructuring Group

Sean has more than 20 years of experience working directly for and providing restructuring advice and services to debtors, senior lenders, and unsecured creditors. He has advised lenders and companies in numerous complex Chapter 11 bankruptcy reorganizations, liquidations, and out-of-court settlements with a particular focus on advising senior lenders. His responsibilities have included business plan analysis and review, operational and cash flow analysis, enterprise valuation, capital restructuring and debt sizing analysis, divestiture and liquidation of distressed assets, Section 363 sale process, claims and recovery analysis, and debtor in possession (DIP) sizing and negotiati ... (view full description)

William Dorsey

Katten Muchin Rosenman LLP

William J. Dorsey, a partner in the firm's Litigation and Dispute Resolution practice, practices in the areas of creditors' rights, real estate, complex commercial and intellectual property litigation.Will represents many of the nation's leading lenders in cases involving intercreditor disputes, breach of credit agreements, guaranty enforcement, claims of lender liability and lien priority fights. He also represents commercial lenders in bankruptcy litigation matters, including cash collateral disputes, plan confirmation, claim objections, lift stay motions and other contested hearings. He has handled foreclosures of retail, hotel, single-family home development, ... (view full description)

Stephen P. Drobny

Jones Walker LLP

Stephen Drobny is a partner in the firm's Business & Commercial Litigation Practice Group and practices from the firm's Atlanta office. His practice focuses on bankruptcy matters, including representing debtors, trustees, committees, and secured creditors in complex Chapter 11, 7, and 13 cases.

Prior to joining Jones Walker, Mr. Drobny was an attorney at Shutts & Bowen where he was a member of the Creditors' Rights Practice Group. He has also practiced law in California and served as a law clerk to the Honorable W. Richard Lee of the United States Bankruptcy Court for the Eastern District of California. 

Scott Fandre

Krieg DeVault LLP

Scott Fandre is a member of the firm's Real Estate, Litigation, and Creditors' Rights and Bankruptcy Practice Groups. He focuses his practice on commercial foreclosures and workouts, title insurance litigation, insurance regulatory matters, real estate, property development, and construction.   As Vice President and Assistant General Counsel for a large title insurance company in Chicago, Scott litigated real estate and foreclosure cases at the trial and appellate court levels for matters in Illinois, Indiana, Michigan and Ohio for more than 20 years.  Scott has taught training classes and presented seminars throughout the country on foreclosures, title insurance, real estate and ... (view full description)

Michael Fine

Fine & Company

Michael Fine is known for his experience in marketing more categories of real estate at auction… in more states and countries than possibly any other individual. Fine, has personally participated in real estate auction programs for a spectacular array of companies including Pritzker Realty, Hartz Mountain Industries, Alcoa, Intrawest, American Skiing Company and financial institutions including The Northern Trust Company, Wells Fargo, Citicorp, Bank of America-LaSalle and many others. He has represented private sellers from first time home sellers to retired chairmen of Fortune 50 corporations. Through structured accelerated marketing campaigns, Mr. Fine focuses on achieving quality resul ... (view full description)

Mark Fisher

Schiff Hardin LLP

J. Mark Fisher is a partner and deputy head of the Restructuring, Bankruptcy and Creditors’ Rights practice and a member of the Finance practice of Schiff Hardin LLP and has focused his practice on representing secured creditors during the last 35 years.  He has represented parties in transactions, bankruptcies and other litigation throughout the country, and has prevailed in Courts of Appeals for the Third, Seventh and Eighth Circuits (en banc) on issues important to secured creditors, buyers and landlords. He has concentrated experience in the Financial Services, Manufacturing and Distribution, Healthcare, Real Estate and Energy industries. Mr. Fisher is a fell ... (view full description)

Sandra Franco

Arnstein & Lehr LLP

Sandra Franco-Aguilera is a partner in Arnstein & Lehr’s Chicago office and a member of the firm’s Litigation Practice Group. She concentrates her practice in commercial litigation, banking law, and real estate law. Ms. Franco-Aguilera represents financial institutions and has extensive experience in secured transactions, collections, bankruptcy, commercial foreclosures, negotiating and drafting contracts, including promissory notes, mortgages, security agreements, purchase, and sale and workout agreements, and enforcing leasehold rights in personal and real property. She also represents business entities and individuals in real estate transactions and the forming and maintaining the leg ... (view full description)

Michael Friedman

Chapman and Cutler LLP

Michael Friedman is a partner and the Co-Practice Group Leader of Chapman's Bankruptcy and Restructuring Group. He joined the firm in 2013. Michael focuses his practice on bankruptcy and restructuring transactions, and has represented hedge funds, investment banks, and financial institutions in connection with event driven investment, financing and acquisition transactions. Michael’s broad experience in the areas of bankruptcy, restructuring and finance allows him to help clients structure transactions in a manner that will allow them to achieve their business objectives in the most efficient and cost effective manner. Michael represents investors in distressed acquis ... (view full description)

Diane Gallion

EVP & GGL National Director
Radius Bank

Ms. Gallion has over 40 years in the national banking and lending industry.   Diane currently heads Radius Bank’s Government Guaranteed Lending (GGL/SBA) program and is based in Chicago, IL.  Diane’s career has included various roles of leadership, in the commercial and small business lending space.  Diane has managed sales, credit, and operational teams, at large national banks and community banks finding solutions for business clients.  Ms. Gallion holds a Bachelors of Business Administration and is a member of the Board for the National Association of Government Guaranteed Lenders (NAGGL) where she also has tenor as one of their esteemed educators in the SBA 7(a) Program.

Bruce Goldstein

Managing Director

Bruce Goldstein is a Managing Director at MorrisAnderson.  He has over 30 years of experience in mergers, acquisitions, divestitures, corporate finance, general management, market expansion, and franchising, including executive positions at CBIZ MHM, SALA Capital Corporation and PricewaterhouseCoopers. Bruce assists companies with cash forecasting and funding, capital financing strategies, structuring and negotiating debt financing, managing banking relationships, multi-jurisdictional tax strategy and structuring, cash/debt balance optimization, insurance and risk-mitigation, information technology innovation, acquisition activities (including due diligence, negotiations/structur ... (view full description)

Jack Graeme

Vice President
Fifth Third Bank

No biography specified

Larry Halperin

Chapman and Cutler LLP

Larry Halperin is a partner in Chapman's Bankruptcy and Restructuring Group, and Co-Office Leader of the firm's New York office. He joined the firm in 2013. Larry focuses his practice on financial restructuring of distressed companies, high yield and distressed debt transactions, commercial lending transactions and eventdriven mergers and acquisitions. He typically represents agents, private funds, investment banks and financial institutions in connection with their investments in, and financings transactions to, mid-cap companies. Larry has counseled clients who desire to acquire portfolio companies in need of restructuring by acquiring a majority of the distressed debt. He has ... (view full description)

Donald Harer

Managing Director
Conway MacKenzie

Biography Donald Harer has over twenty years of experience serving in various advisory and interim/crisis management capacities.  His expertise includes: financial and operational restructuring strategies; business plans and related financial projections; cost cutting and revenue enhancement strategies; liquidity management; asset valuations; structuring and raising of debtor-in-possession (DIP) and other financing; supporting companies through Chapter 11 proceedings; and asset dispositions and wind-downs. Mr. Harer’s industry experience includes consumer products, gaming and hospitality, healthcare, manufacturing, retail, and telecommunications. As an advisor and interim ... (view full description)

Michael Hayes

FirstMerit Bank

Ron Hoplamazian

Managing Director
Stabilis Capital Management, LP

Matthew Howe

VP Commercial Banking
Old Second National Bank

Vice President, Commercial Banking - Manage and originate commercial banking and commercial real estate loans for Old Second National Bank. Prior to joining Old Second, Matt managed the Special Assets department at Lakeside Bank from June 2014 through October 2018. His background also includes five years with US Bank's Special Assets Group in Oak Park, participating in restructures / forbearances / resolutions of over 60 loan relationships in aggregate credit exposure (ACE) in excess of $46,000,000. Matt has a total of 18 years experience in the financial services industry with 10 years of workout/special asset related experience. He has a Bachelor's of Science (BS) and Masters of Business A ... (view full description)

Mark Iammartino

Senior Managing Director
Development Specialists Inc.

Mark T. Iammartino, CPA, is a Senior Managing Director at Development Specialists Inc.  He has over 15 years of consulting experience in corporate turnaround management and restructuring services, credit analysis and due diligence.Services Mark provides financial and operational advice to underperforming and distressed companies to help facilitate corporate turnarounds and restructurings both out-of-court and through bankruptcy proceedings. Services include interim management, evaluating business plans, exploring strategic options such as corporate sale or refinancing, developing financial and cash projections, and managing cash flow. He also advises lender ... (view full description)

Jeffrey Jamison

Senior Counsel & VP
BMO Financial Group

Tom Kelly

Dorsey & Whitney LLP

Tom is a partner in and co-chair of Dorsey’s Finance and Restructuring Practice Group. His practice focuses on representing creditors in bankruptcy and out-of-court restructurings and representing providers of mortgage warehouse finance facilities. Prior to his return to law practice in 2008, Tom was the Senior Credit Officer for Default Management for GMAC-RFC’s warehouse lending and correspondent loan purchase businesses. Tom also has extensive experience in all forms of commercial finance, including leveraged acquisitions, asset-based financings, syndicated lending facilities, subordination agreements, purchases and sales of financial assets, and other credit-related transactions ... (view full description)

Kenneth Krejca

Assistant Vice President
Federal Reserve Bank of Chicago

Ken Krejca is an Assistant Vice President within the Risk Specialists Division of the Federal Reserve Bank of Chicago. Ken provides leadership to the both the Wholesale Credit Risk Center’s Credit Analytics Team and the Division’s Credit Risk/Shared National Credit Team. The Credit Analytics team is responsible for collecting and analyzing Corporate and CRE loan level data of large financial institutions regulated by the Federal Reserve System to support risk monitoring and supervision of capital adequacy and stress testing for Wholesale credit exposures. The Credit Risk/Shared National Credit Team includes senior examiners and subject matter expe ... (view full description)

Thomas Le

VP, Special Assets Supervisor
Heartland Bank and Trust Company

Alan Leavitt

Managing Member
Lane Capital Partners LLC

Alan Leavitt founded Lane Capital Partners in 2008 and currently oversees all aspects of loan acquisitions, due diligence, deal execution, and portfolio management. Prior to founding Lane Capital, Alan co-founded Rossrock, LLC in 1992 and served as a Managing Member until 2008. For the past two decades, Alan handled the acquisition, asset management, and service for an excess of $1 billion in face value of sub-performing, non-performing, and performing mortgages. Alan is a Certified Public Accountant (inactive) and received a Bachelor of Science in Accounting from the City University of New York.

David Levy

Vice President
NRC Realty & Capital Advisors, LLC

NRC Realty & Capital Advisors conducts structured sales, sealed bid sales, and auctions of commercial real estate and real estate-based businesses nationwide.  Across our 27-year history we have sold over 15,000 properties worth over $1.5 billion. We are distinguished for being the largest broker seller of gas stations and convenience stores in the nation.  Our process has also proven effective across the full spectrum of property types including restaurants, industrial, office, retail, land, hotel, resorts, golf courses, and special-use.  Our platform is scalable for selling a single property to many being sold separately or in bulk. We work frequently in workout ... (view full description)

John Littrell

Senior Vice President
First Midwest Bank

James McCartney

SVP – Chief Credit Officer
Peoples Bank

Jim McCartney is the Chief Credit Officer at Urban Partnership Bank.  This role has continued to evolve since he joined the bank in 2012, which now includes oversight of the Credit, Managed Assets and Loan Operations functions.  His previous experience includes originations, portfolio management, loan workouts and credit/underwriting at both banks and real estate finance companies.  Jim holds a Bachelor’s of Science in Economics from Northwestern University. 

Robert Milam

Managing Director - Acquisitions
Summit Investment Management

Director of Originations at Summit Investment where I am responsible for sourcing commercial debt purchases from financial institutions. We primarily purchase stressed and distressed commercial debt. It can be direct loans, portfolios or pieces of syndicated credits. We buy C&I loans, commercial leases and debt secured by real estate including real estate with environmental issues. Former Positions - Vice President Bayside/HIG Capital. TD Bank - Senior Workout Officer responsible for all workouts in the Southeastern part of the US. South Financial Group - Director of Special Assets. Regions Bank - Director of Special Assets. SouthTrust Bank - Manager Commercial Special Assets Department. ... (view full description)

Navin Nagrani

Naval Rai Holdings

In the nearly ten years Navin has been with Hilco, he has served as a central deal maker in many of Hilcos largest principal and advisory related transactions. His primary responsibilities include leading several key strategic initiatives for the firm including shaping the real estate business development strategy and execution, as well as overseeing deal origination, deal qualification and transaction structuring. Over time, Navin has developed a significant expertise in the restaurant category and has been appointed the leadership role in this specialty area within the overall Hilco Real Estate practice. Navin currently serves on the Executive Board of Directors for the Real Es ... (view full description)

Timothy Patenode

Katten Muchin Rosenman LLP

Timothy J. Patenode is the head of Katten's Chicago Real Estate Litigation practice and serves as Deputy General Counsel to the firm's Chicago office. Tim is an accomplished commercial litigator with a concentration on significant and complex real estate disputes. Tim's lender practice focuses on debt and collateral recovery. His developer practice centers on construction defects, delays and payments as well as zoning issues. His experience spans multiple business cycles. He represents major real estate investment trusts, national and regional banks and high-profile insurance companies in matters throughout the United States. In the 2008-2009 real estate recession, he handled, or ... (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)

Diana Peterson

SVN AuctionWorks

Diana Peterson, President of SVN AuctionWorks, has more than 19 years of experience in law and real estate. Prior to co-founding, building and running SVN AuctionWorks, an independently owned and operated franchise of Sperry Van Ness, LLC, Peterson served as Executive Vice President for Auctions by ATG, a company she built and ran for Attorney's Title Guaranty Fund.   Peterson is known for her exceptional negotiation and legal skills, honed during years of practice as an attorney. Prior to starting her first real estate brokerage company in 2000 ( PMD Realty, LLC),  Peterson worked for U.S. Equities Realty and Jones Lang LaSalle and practiced law with Chicago law firms D'Ancona & ... (view full description)

Michael Rosow

Winthrop & Weinstine, P.A.

From routine banking matters to large, complex litigation, Michael A. Rosow brings a wealth of unique experience to Winthrop & Weinstine’s Creditors’ Remedies and Business & Commercial Litigation groups. Though the heart of Mike’s practice is focused on representing banks and other financial lending institutions, he is a go-to attorney for litigation matters dealing with a strong or complex financial component in the areas of bankruptcy, banking, real estate, contracts, and other commercial matters.

Daniel Rubin

Howard & Howard Attorneys PLLC

Mr. Rubins primary expertise is representing secured lenders in workouts and litigation. He also concentrates his practice on business and financial reorganizations, commercial and real estate litigation, and secured lending and insolvency litigation.

Mr. Rubin is a graduate of Northwestern (M.S. and B.S., 1999) and Loyola University Chicago School of Law (J.D., 2007).

Mr. Rubin is a member of the Illinois Bar Association and the American Bar Association. He was recognized as an Illinois Rising Star from 2011-2013.

Morrie Rutman

Richter Consulting

Morrie Rutman is a Partner of Richter Consulting with over fifteen years of experience in financial, operational, and turnaround consulting. Morrie specializes in developing and evaluating business plans, cash flow forecasts, cash management systems, and profitability improvement action plans. He has served as advisor to numerous publicly traded and privately held companies particularly in the manufacturing, distribution, franchising, consumer products, retail, and transportation sectors.  Morrie has a demonstrated track record in restructuring underperforming companies. Whether it is a potential plant consolidation, headcount reductions, profitability anal ... (view full description)

Gino Salciccioli

VP of Portfolio Management
Michigan Business Connection

Vice President of Portfolio Management, Michigan Business Connection - Management member responsible for providing leadership, direction, and management to ensure the overall integrity and quality of the CUSO's portfolio monitoring and management function.   Prior to working in Credit, Gino was a Senior Vice President, Huntington Bank Special Assets, a middle market banker and commercial real estate banker with FirstMerit Bank, Citizens Bank, Fifth Third Bank and NBD Bank.  He was credit trained at NBD in the early 90’s and has 30 years of financial services industry experience.  He has a Bachelor’s of Arts (BA) degree in Business Administration from Michigan State University, a Master ... (view full description)

Walter Schuppe

SVP/Managing Director

Walter has been in the banking industry for 29 years and has been handling troubled loans for 25 years. Walter has worked at Citibank, Dai-Ichi Kangyo Bank and Fleet Bank in various lending and credit capacities. Walter is currently the Managing Director of the Special Assets Group at CapitalSource. During his tenure at CapitalSource he has also served as Chief Credit Officer for the Corporate Finance Business and the European Lending Business. Walter is a CPA and has also been a CFO and co-general manager of a metal stamping company and a Crisis Manager of a Frozen Novelty company.

Randy Schwarzman

SVP, Special Assets
Fifth Third Bank

Randy Schwarzman is a Senior Vice President of Special Assets at Fifth Third Bank. He has more than 30 years of experience, including debt, equity, acquisitions, dispositions, asset/portfolio management, restructuring and workouts for all asset classes.

Bill Serritella

Taft Stettinius & Hollister LLP

WILLIAM J. SERRITELLA JR. is a partner in the firm's Litigation group. He is a commercial litigator who focuses his practice on banking, commercial and appellate litigation. He is widely recognized as one of the premier complex commercial workout and bankruptcy litigators in Chicago. Bill also has extensive experience as an appellate lawyer, having handled numerous appeals in various Federal and State Courts, and he was an adjunct professor of Appellate Advocacy at Loyola University School of Law in Chicago. Bill has lectured on numerous topics, including commercial real estate workouts, Uniform Commercial Code issues, trial practice, appellate practice, contract law, sales commi ... (view full description)

Daniel Shorr

SMS Financial, LLC

Mr. Shorr joined SMS Financial in April of 2004. As a Partner of the firm, Mr. Shorr is responsible for achieving and sustaining the growth strategy for SMS. His directive includes oversight of all business development, underwriting analysis, portfolio metrics and profitability projections, as well as leading and managing the acquisitions team. During Mr. Shorr's tenure managing the growth strategy of SMS, he has successfully assisted in closing acquisitions of over $1.3 Billion in debt obligations spanning across all commercial asset classes. Mr. Shorr also has extensive experience in litigation oversight, foreclosure management, settlement negotiations and real estate liquidation. He holds ... (view full description)

William F. Smith

Chief Executive Officer
HomeStar Bank and Financial Services

William Smith is the Chairman/CEO of HomeStar.  His duties and responsibilities include overseeing the Bank’s legal work. This includes collections, reviewing contracts and working with all departments to insure they comply with all laws and regulations. Bill oversees and assists the Trust Department with any legal advising necessary.  In addition, Bill serves as the Chairman of the Bank Board of Directors and he is also a member of the Holding Company Board of Directors.  Bill has practiced law since November of 1991. In 2000, Bill joined HomeStar as General Counsel, Bill helped start HomeStar Title Company and worked for the title company reviewing and issuing commitments for several ... (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)

Richard Springer

InvenTrust Property Management, LLC

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)

Jim Sullivan

Chapman & Cutler LLP

Jim Sullivan is a partner in Chapman’s Litigation and Bankruptcy and Restructuring groups. Jim is involved in complex commercial banking restructurings and workouts, in- and out-of-court, on behalf of national and regional financial institutions, private equity funds, insurance companies, and other creditors. Jim represents creditors, both secured and unsecured, in bankruptcy proceedings throughout the country. His financial institution representation also focuses the Uniform Commercial Code, federal and state banking statutory and regulatory compliance, fraud claims, employee rights issues, and consumer finance claims.

Michael Teplitsky

Managing Director
Wynnchurch Capital

MICHAEL A. TEPLITSKY joined Wynnchurch Capital in 2008. Michael has over a decade of experience in private equity investing and corporate finance, as well as in investment origination and portfolio management. Michael focuses on the diversified industries sector including business services, manufacturing, transportation, distribution, and natural resources. He has significant experience in energy and power services and equipment industries.  Michael was involved in the execution of several Wynnchurch investments including NSC Minerals, Northstar Aerospace, Texas Hydraulics, U.S. Pipe and its acquisition of Griffin Pipe Products and Metalfit, and Burtek's acquisition of Votaw ... (view full description)

Lawrence Teter

VP & SAG Team Leader
Byline Bank

Stephen Tetro

Chapman & Cutler LLP

Stephen Tetro is a partner in Chapman’s Banking and Financial Services Department and a member of the Bankruptcy and Restructuring Group. He joined the firm in 2012. Stephen’s practice focuses on representing secured and unsecured creditors, equipment lenders and lessors and other parties in interest in workouts and restructurings and bankruptcy and insolvency matters, both in and outside of court. Stephen’s work has included representing major financial institutions (including banks, private equity funds, hedge funds and non-traditional lenders) as secured creditors in out-of-court restructurings and workouts and ... (view full description)

Edward Weil


Edward S. Weil serves as a member of Dykema's Executive Board and is a member and immediate past Director of the Firm's Financial Industry Group, which brings together over 140 Dykema lawyers who represent financial services firms in various litigation, transactional, regulatory/compliance and restructuring capacities. In his general commercial litigation practice, Mr. Weil represents companies in industries ranging from telecommunications, food technology solutions, airport technology, real estate developers, home security and home furnishing manufacturers, hospitality firms, and business services providers. Mr. Weil litigates a wide variety of commercial matters, including fraud, business ... (view full description)

Noah Weininger

Managing Attorney - Commercial Litigation
Johnson, Blumberg & Associates, LLC

Noah is the Managing Attorney for Commercial Litigation at Johnson, Blumberg & Associates, LLC. Noah has advised creditors and lenders in residential and commercial transactions for nearly a decade. Noah has extensive experience representing a wide range of clients in commercial transaction and litigation matters, in state and federal courts at the trial and appellate levels. He represents creditors, lenders, landlords, and court-appointed receivers in foreclosure, litigation, eviction, loan workout, collection and bankruptcy matters. Noah is a member of the Federal Trial Bar and is licensed to practice in the U.S. District Court for the Northern District of Illinois. He has extensive tr ... (view full description)

Mark Weiss

Mark B. Weiss Real Estate LLC

For over 30 years Mark B Weiss, CCIM has been the leader in Chicago working with Banks and lenders recover financially from distressed assets and bad loans. Mr. Weiss and his team provide man on the ground assignments by starting with the inspection and complete understanding of both the physical improvements and problems due to deferred maintenance and code violation, to the impact of health and safety issues to the residents the possibie nature of the residents, while collecting rent paying bills and disposing of the physical property to provide liquidity back to the lender, using conventional sales and leasing methods to real estate sealed bid and public auctions. The property types in ... (view full description)

Daniel Wiggins

Managing Director

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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 6th Annual Midwest Bank & Financial Institutions Special Assets Forum on Real Estate, C&I, and SBA Loans


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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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