Building stronger, connected communities. Together. Leaning in to fully understand your unique needs helps us help you. With customized solutions residents are willing to pay more for, we'll set your community apart from the rest. Think smart features, property management automation, gigabit internet, managed wifi, bulk services, and a "move-in ready" pre-installed program—powered by a single, end-to-end provider who supplies the service, the network, and a dedicated support ... (view full description)

Building stronger, connected communities. Together.
Leaning in to fully understand your unique needs helps us help you. With customized solutions residents are willing to pay more for, we'll set your community apart from the rest. Think smart features, property management automation, gigabit internet, managed wifi, bulk services, and a "move-in ready" pre-installed program—powered by a single, end-to-end provider who supplies the service, the network, and a dedicated support team.
Customized Lending Solutions for Real Estate Investors & Developers Genesis Capital is the leading loan provider for the nation’s top experienced developers of SFR, multifamily and mixed-use real estate. Our diversified product line and sharp, swift execution enables us to cater to a broad range of investors and developers, across multiple types of projects. We provide tailored, innovative solutions for projects ranging from SFR fix & flip to multifamily ground-up, traditional subdivision dev ... (view full description)

Customized Lending Solutions for Real Estate Investors & Developers
Genesis Capital is the leading loan provider for the nation’s top experienced developers of SFR, multifamily and mixed-use real estate.
Our diversified product line and sharp, swift execution enables us to cater to a broad range of investors and developers, across multiple types of projects. We provide tailored, innovative solutions for projects ranging from SFR fix & flip to multifamily ground-up, traditional subdivision developments and luxury spec homes.
Genesis Capital offers broad in-house knowledge of multiple facets of real estate development including acquisition, valuation, construction, and resale.
Our high-touch, personalized service approach means your needs are taken care of every step of the way.
Contact us at:
800-663-2195
genesisteam@genesiscapital.com
CIVIC Financial Services is a private money lender, specializing in the financing of non-owner occupied residential investment properties. CIVIC provides Mortgage Brokers and Real Estate Investors with a fast and cost effective funding source for their real estate investment needs.
Lima One Capital is the nation’s premier lender for residential real estate investors. We make it easy for investors to finance all their rental properties, multifamily units, and fix-and-flip projects. Lima One Capital lends across 42 states and the District of Columbia. Lima One Capital is revolutionizing lending for residential real estate investors through our innovative loan products. The FixNFlip loan provides capital to investors and builders for both the purchase and rehab or constru ... (view full description)

Lima One Capital is the nation’s premier lender for residential real estate investors. We make it easy for investors to finance all their rental properties, multifamily units, and fix-and-flip projects. Lima One Capital lends across 42 states and the District of Columbia.
Lima One Capital is revolutionizing lending for residential real estate investors through our innovative loan products. The FixNFlip loan provides capital to investors and builders for both the purchase and rehab or construction of an investment property. Our Rental suite of products provides options for the purchase, refinance, and cashouts of rental properties and rental portfolios. Our multifamily loan product offers bridge financing for value-add rehabs or stabilized properties. And Lima Ona Capital is the first specialty lender to offer a single-close rehab to rental loan through its Fix2Rent product.
We hold firm to a policy of no hidden or junk fees, and offer our clients the most professional customer service in the industry while focusing on efficient closings. The Lima One Capital team has a passion for our borrowers and their entrepreneurial spirit. We love this industry because we recognize the social and economic impact that our clients have on communities and the economy as a whole. Lima One Capital is proud to play a role in this process.
Sétanta Development Capital was created to solve a financing solution that is largely absent from the current market – intelligent and efficient debt for creditworthy developers of residential real estate. Sétanta’s Lot Loan Program provides acquisition and development financing to select developers in key markets across the country, focusing exclusively on affordable, attainable, and single-family rental housing. Loans are designed to address developer needs with the ability to finance deals u ... (view full description)

Sétanta Development Capital was created to solve a financing solution that is largely absent from the current market – intelligent and efficient debt for creditworthy developers of residential real estate. Sétanta’s Lot Loan Program provides acquisition and development financing to select developers in key markets across the country, focusing exclusively on affordable, attainable, and single-family rental housing. Loans are designed to address developer needs with the ability to finance deals under $10MM, as well as larger loans exceeding $20MM.
The Sétanta team brings over 50 years of collective experience in residential development and finance, having worked for institutional investors, developers and homebuilders, and operated on both the debt and equity side of transactions. With our extensive knowledge and proven track-record in this space, we are a value-add partner to homebuilders and developers across the nation.
SVN | SFR Capital Management, (“SVN | SFR”), based in New York, NY, is a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the U.S. SVN International Corp. (“SVNIC”), a globally recognized, Boston-based, full-service CRE advisory firm, is an affiliated entity. SVN is advised by McIntyre Capital Partners, LLC, a registered broker-dealer with the U.S. Securities and Exchange Commission (“SEC”) and a member of FINRA and SIPC. SV ... (view full description)

SVN | SFR Capital Management, (“SVN | SFR”), based in New York, NY, is a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the U.S. SVN International Corp. (“SVNIC”), a globally recognized, Boston-based, full-service CRE advisory firm, is an affiliated entity. SVN is advised by McIntyre Capital Partners, LLC, a registered broker-dealer with the U.S. Securities and Exchange Commission (“SEC”) and a member of FINRA and SIPC. SVN | SFR intends to aggregate approximately 35,000 new construction BFR homes in the near-term through an initial allocation of $2 billion in equity and debt capital from institutional investors, to aggregate into a large-scale commercial real estate portfolio for eventual disposition. For more information call 602.466.1381 or email
Ackman-Ziff is the industry’s preeminent boutique real estate capital advisory firm. Ackman-Ziff offers a wide variety of cutting-edge commercial real estate capital markets financing solutions, including debt and mezzanine financing, preferred and joint venture equity, sponsor equity, and investment sales. In business for over 90 years, the privately held company is headquartered in New York City with offices in Miami, Los Angeles, and Boston. The firm is highly regarded in the industry for its ... (view full description)

Ackman-Ziff is the industry’s preeminent boutique real estate capital advisory firm. Ackman-Ziff offers a wide variety of cutting-edge commercial real estate capital markets financing solutions, including debt and mezzanine financing, preferred and joint venture equity, sponsor equity, and investment sales. In business for over 90 years, the privately held company is headquartered in New York City with offices in Miami, Los Angeles, and Boston. The firm is highly regarded in the industry for its integrity, creativity, and advocacy on behalf of its clients.
ADT Multifamily is an end-to-end smart home technology and security provider offering a single source for property automation design, installation and monitoring. Our convenient platform works form a centralzed desktop hub or mobile phone. Whether you want to control thermostats in empty units, change lock codes when someone moves out, reduce staff maintenance time or offer self-guided property tours, we have you covered. With ADT Multifamily, you'll get state-of-the-art smart technology for ... (view full description)

ADT Multifamily is an end-to-end smart home technology and security provider offering a single source for property automation design, installation and monitoring. Our convenient platform works form a centralzed desktop hub or mobile phone. Whether you want to control thermostats in empty units, change lock codes when someone moves out, reduce staff maintenance time or offer self-guided property tours, we have you covered.
With ADT Multifamily, you'll get state-of-the-art smart technology for your community and exceptional service with 200 branch locations and over 4,000 techs with 9+ years of experience - all back by ADT, the most respected name in security.
Allen Matkins, founded in 1977, is a California-based law firm with more than 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego, and San Francisco. The firm's areas of focus include real estate, construction, land use, environmental and natural resources; corporate and securities, real estate and commercial finance, bankruptcy, restructurings and creditors' rights, joint ventures and tax; labor, employment; and trials, litigation, risk managemen ... (view full description)

Allen Matkins, founded in 1977, is a California-based law firm with more than 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego, and San Francisco. The firm's areas of focus include real estate, construction, land use, environmental and natural resources; corporate and securities, real estate and commercial finance, bankruptcy, restructurings and creditors' rights, joint ventures and tax; labor, employment; and trials, litigation, risk management and alternative dispute resolution in all of these areas. Allen Matkins is located on the web at www.allenmatkins.com.
Archwest Capital is a direct lender providing business purpose financing secured by residential, multifamily, mixed-use, and commercial properties.
CoreVest is the leading lender to residential real estate investors nationwide, with nearly $4 billion in loans closed and 30,000 investment properties financed. This is a result of our relentless focus on providing investors with the products they need and the service they deserve. CoreVest offers portfolio and single-property term loans for stabilized rental properties as well as short-term credit lines and bridge financing. Our products are tailor-made for investors and feature attractive rat ... (view full description)

CoreVest is the leading lender to residential real estate investors nationwide, with nearly $4 billion in loans closed and 30,000 investment properties financed. This is a result of our relentless focus on providing investors with the products they need and the service they deserve. CoreVest offers portfolio and single-property term loans for stabilized rental properties as well as short-term credit lines and bridge financing. Our products are tailor-made for investors and feature attractive rates, rapid timelines and closing certainty. For more information, visit www.corevestfinance.com.
Esusu is the leading financial technology platform that leverages data solutions to empower residents and improve property performance. Esusu's rent reporting platform captures rental payment data and reports it to credit bureaus to boost credit scores. This allows renters to build and establish their credit scores while helping property owners mitigate against initiating evictions, powered by differentiated data and insights.
As part of the Finance of America family of companies, Finance of America Commercial provides rental term loans and fix-and-flip lines of credit to residential real estate investors across the country, helping borrowers overcome traditional financing hurdles and build long-term wealth through real estate investment. For more information, visit
We help businesses focus on their core competencies by providing effective and quality outsourcing solutions. We work with a team of smart, professional and skilled individuals who fully understand the environments in which our clients operate. Our outsourcing solutions have helped our clients increase their returns, maximize operating efficiency, and reach out to customers. Our areas of expertise include: ■ Information Technology ■ Business Process ■ Legal Support Solutions ■ Contact Cente ... (view full description)

We help businesses focus on their core competencies by providing effective and quality outsourcing solutions. We work with a team of smart, professional and skilled individuals who fully understand the environments in which our clients operate. Our outsourcing solutions have helped our clients increase their returns, maximize operating efficiency, and reach out to customers.
Our areas of expertise include:
■ Information Technology
■ Business Process
■ Legal Support Solutions
■ Contact Center
■ Property Management
Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment operations and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of investment sponsors to manage more than $1 trillion in real estate investments.
Latchel empowers property managers to deliver unbeatable customer service with streamlined maintenance, increased revenue, and supercharged online reputation. With the unique combination of maintenance support and top-tier resident amenities, Latchel customers are able to grow their portfolios by 20% annually - 8x faster than the industry average.
Leap is a high-growth fintech startup that helps underqualified individuals gain access to sought-after apartments by acting as a cosigner on their lease. Typically, landlord portfolios experience between 5%-10% vacancy loss on rentals. Yet, perfectly good applicants are regularly declined due to blemished credit, student status, or other factors that do not impact their ability to pay. That’s where Leap helps. Our proprietary underwriting tools allow for quick and thorough vetting of potential ... (view full description)

Leap is a high-growth fintech startup that helps underqualified individuals gain access to sought-after apartments by acting as a cosigner on their lease. Typically, landlord portfolios experience between 5%-10% vacancy loss on rentals. Yet, perfectly good applicants are regularly declined due to blemished credit, student status, or other factors that do not impact their ability to pay. That’s where Leap helps. Our proprietary underwriting tools allow for quick and thorough vetting of potential residents which expands a landlord’s pool of qualified tenants and eliminates default risk. There is no cost to the landlord as the one-time, upfront fee is paid by the resident and secures rental income for the entire term of the lease. Further, Leap accepts applications from tenants before they begin their apartment search, pre-approving them up to a certain monthly rent amount and delivering qualified residents directly to landlords. Our goal is to improve the financial performance of landlords while helping people qualify for better apartments.
Mosaic is a construction technology company building software to make residential construction more scalable. As a tech-enabled general contractor for the residential development industry, Mosaic provides construction and related services to homebuilders and residential developers, allowing them to offload their construction processes and related needs to Mosaic’s integrated platform and team. Mosaic focuses on production-scale projects of all types, from single-family for-sale homes to horizont ... (view full description)

Mosaic is a construction technology company building software to make residential construction more scalable. As a tech-enabled general contractor for the residential development industry, Mosaic provides construction and related services to homebuilders and residential developers, allowing them to offload their construction processes and related needs to Mosaic’s integrated platform and team. Mosaic focuses on production-scale projects of all types, from single-family for-sale homes to horizontal apartments to other build-to-rent product types. Their platform standardizes the construction process, and not the homes, allowing them to deliver places people love and create better communities.
As a market leader in debt, equity, investments sales and loan servicing, NorthMarq offers commercial real estate investors access to experts in debt, equity, investment sales, and loan servicing to protect and add value to their assets. Our platform includes the fast-growing Built-to-Rent category, for which we have marketed, financed and serviced more than $500 million in assets. For capital sources, we offer partnership and financial acumen that support long- and short-term investment goals. ... (view full description)

As a market leader in debt, equity, investments sales and loan servicing, NorthMarq offers commercial real estate investors access to experts in debt, equity, investment sales, and loan servicing to protect and add value to their assets. Our platform includes the fast-growing Built-to-Rent category, for which we have marketed, financed and serviced more than $500 million in assets. For capital sources, we offer partnership and financial acumen that support long- and short-term investment goals. Our culture of integrity and innovation is evident in our 60-year history, annual transaction volume of $14+ billion, loan servicing portfolio of more than $65 billion and the multi-year tenure of our more than 650 people.
PetScreening™ helps housing providers manage residents' pets and assistance animals digitally while generating opportunities for pet-related revenue. The virtual screening platform standardizes risk-assessment for household pets by providing a digital Pet Profile and FIDO Score for each pet screened. PetScreening streamlines the assistance animal accommodation request review process while following HUD guidelines, and it helps limit unauthorized pets. For more information, visit
At the forefront of fintech and proptech, Qira is the only provider that touches every financial interaction between the owner/property manager and their residents across the entire rent lifecycle - from application through move-out. Qira partners with the owner/property manager to completely remove the hassle of applicant screening, security deposit and rent collection, claims processing, and issuing end-of-lease refunds. Owners and managers benefit from smoother leasing operations, guaranteed ... (view full description)

At the forefront of fintech and proptech, Qira is the only provider that touches every financial interaction between the owner/property manager and their residents across the entire rent lifecycle - from application through move-out. Qira partners with the owner/property manager to completely remove the hassle of applicant screening, security deposit and rent collection, claims processing, and issuing end-of-lease refunds. Owners and managers benefit from smoother leasing operations, guaranteed rent payments on their schedule, up to 2x coverage on security deposits, claims processed in 48 hours and same-day electronic settlements. Renters benefit from Qira’s non-insurance security deposit alternative, a range of payment options and flexible rent payments with payment deferrals at the click of a button. Qira’s service is always completely free to owners and property managers and is provided to their residents through an easy to use, highly secure app that is fully branded to your community. Learn more at
RealFoundations is a professional services firm focused on helping real estate enterprises around the globe run better. We apply unmatched industry knowledge and insight to help companies that develop, own, operate, service, occupy or invest in real estate make better, more profitable decisions. Our passionate experts and proven solutions around business intelligence, process improvement, and systems planning and integration deliver lasting value and real bottom-line results.
Sharestates is a national private, hard money lender. We offer financing solutions for a variety of needs and situations, including heavy rehab of commercial properties, residential fix and flips, ground-up construction, and rental loans. Our lending guidelines are flexible, including loan amounts ranging from $100k to $20M with a maximum LTV of 90% (purchase), 100% rehab, rates starting at 3.85%, and terms between 6 months and 30 years. The minimum credit rating required is 650. Sharestates pro ... (view full description)

Sharestates is a national private, hard money lender. We offer financing solutions for a variety of needs and situations, including heavy rehab of commercial properties, residential fix and flips, ground-up construction, and rental loans. Our lending guidelines are flexible, including loan amounts ranging from $100k to $20M with a maximum LTV of 90% (purchase), 100% rehab, rates starting at 3.85%, and terms between 6 months and 30 years. The minimum credit rating required is 650. Sharestates provides loans for single family, multifamily, apartment, office, retail, and mixed-use properties.
SmartRent is bringing smart home automation to property managers and renters. Whether you develop, own or manage multifamily communities, our platform enables you to control all of the smart devices in your properties. Property managers can monitor all vacant unit activity and remotely control door locks, thermostats, lights and hundreds of other smart devices. When a unit is filled, the residents can seamlessly control their smart devices through our app, giving them an unparalleled resident ex ... (view full description)

SmartRent is bringing smart home automation to property managers and renters. Whether you develop, own or manage multifamily communities, our platform enables you to control all of the smart devices in your properties. Property managers can monitor all vacant unit activity and remotely control door locks, thermostats, lights and hundreds of other smart devices. When a unit is filled, the residents can seamlessly control their smart devices through our app, giving them an unparalleled resident experience.
At TaskEasy, we simplify life by connecting people and technology to provide hassle-free yard care. We bring convenience and relief to homeowners, renters, and businesses and empower local landscaping entrepreneurs with robust software and innovative technology. TaskEasy’s patent-pending formula establishes fair market pricing for yard care services in statistical metropolitan areas in all 50 U.S. states. This means customers and contractors don’t have to haggle on price and can instead focus on ... (view full description)

At TaskEasy, we simplify life by connecting people and technology to provide hassle-free yard care. We bring convenience and relief to homeowners, renters, and businesses and empower local landscaping entrepreneurs with robust software and innovative technology. TaskEasy’s patent-pending formula establishes fair market pricing for yard care services in statistical metropolitan areas in all 50 U.S. states. This means customers and contractors don’t have to haggle on price and can instead focus on quality service delivery. Since its consumer launch in April 2013, TaskEasy has performed over one million tasks in over 12,000 cities across the U.S. and has established a network of more than 10,000 screened and rated contractors. The company is headquartered in Salt Lake City, Utah. For more information, please visit www.TaskEasy.com
Tower Capital was founded to enable owners of commercial real estate to achieve their investment goals with the least amount of time, energy, and cost, while creating surety of execution and peace of mind. Established in 2015 and headquartered in Phoenix, Arizona, Tower Capital provides customized structured financing to investors throughout the United States. We specialize in debt and equity placement ranging from $3 Million to $300 Million and have financed over $2.0 Billion for our clients si ... (view full description)

Tower Capital was founded to enable owners of commercial real estate to achieve their investment goals with the least amount of time, energy, and cost, while creating surety of execution and peace of mind.
Established in 2015 and headquartered in Phoenix, Arizona, Tower Capital provides customized structured financing to investors throughout the United States. We specialize in debt and equity placement ranging from $3 Million to $300 Million and have financed over $2.0 Billion for our clients since inception. We focus on independent financial advising with an entrepreneurial mindset, market vigilance and personalized attention to every client.
Tower Capital has successfully closed more than $500 million in financing transactions for Build-to Rent product and continues to be a leader in the marketplace with another $1 billion of projects in the pipeline. The firm’s pipeline of projects span multiple states including in Arizona, Texas, Alabama, Georgia and Florida.
Headquartered in beautiful Southern California, Urban Surfaces creates partnerships with industry leaders in the multi-family and single-family markets to provide quality modern flooring solutions at compelling values. Our products are the culmination of almost twenty years of research and development of Luxury Vinyl flooring goods. With an emphasis on providing the multi-family and single-family markets with a flooring solution suitable for the demands of the trade, a considerable amount of eff ... (view full description)

Headquartered in beautiful Southern California, Urban Surfaces creates partnerships with industry leaders in the multi-family and single-family markets to provide quality modern flooring solutions at compelling values. Our products are the culmination of almost twenty years of research and development of Luxury Vinyl flooring goods. With an emphasis on providing the multi-family and single-family markets with a flooring solution suitable for the demands of the trade, a considerable amount of effort is placed in ensuring each of our product offerings meet both the physical and aesthetic demands required.
Whelan Advisory, LLC was established in 2014 as a minority-owned, full-service advisory business. CEO Margaret Whelan offers a unique perspective on the complexities of debt and equity offerings and M&A transactions from over two decades of Wall Street experience including: • As a top-ranked Institutional Investor All-America stock analyst researching over 30 seasoned and first-time capital issuers with a combined enterprise value of over $100 billion • As an investment banker advising on M&A tr ... (view full description)

Whelan Advisory, LLC was established in 2014 as a minority-owned, full-service advisory business. CEO Margaret Whelan offers a unique perspective on the complexities of debt and equity offerings and M&A transactions from over two decades of Wall Street experience including: • As a top-ranked Institutional Investor All-America stock analyst researching over 30 seasoned and first-time capital issuers with a combined enterprise value of over $100 billion • As an investment banker advising on M&A transactions and working on capital raises across the capital stack including equity, debt, credit and structured products • As the CFO of a $1 billion market cap public company where research coverage was increased to 11 from four ratings in less than two years, by better explaining the value proposition • As a public company independent director and committee member since the company’s initial NYSE listing. The company offers strategic advice with deep industry expertise, technical market knowledge, independent thinking, thorough attention to detail and dedicated manpower to deliver top results for its clients. As one client stated, ‘Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.’
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*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.
Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
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.
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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