Jeff Azuse

Senior Vice President
Hilco Real Estate

Jeff joined Hilco in 2012 and leads business development efforts and operations (project management) related to real estate disposition, brokerage and auctions. Jeff and his team craft both the strategy and execution of property sales, which is inclusive of new client relations, targeted marketing (both implementation and reporting), website marketplace management, buyer interaction, event management, and facilitation of transaction closings. Over his 20-year career, Jeff has sold a vast portfolio of properties across all asset types, including both residential and commercial real estate: hotels, golf cou ... (view full description)

Pranav Bhakta

Managing Partner
Bhakta Capital LLC

Pranav is responsible for overseeing new development & acquisition efforts and joint venture partnerships at Bhakta Capital by building a deep project pipeline through his relationship­-driven network in markets nationwide. His track record includes negotiating over $3 billion of hospitality transactions including asset acquisitions and dispositions, restructurings, debt and equity financings, and new development projects (ground up and conversion). Pranav’s expertise includes performing diligence and developing comprehensive financial analyses for a large variety of hospitality projects in an international context. Pranav’s family office, Nillians Investments LLC and RamRan Holdings LLC ... (view full description)

Michael Blank

Principal
Woodmont Lodging, LLC

Michael L. Blank is a Principal at Woodmont Lodging. Mr. Blank has over 20 years of lodging industry experience including real estate investments, capital markets, hospitality and tourism consulting and hotel operations. Prior to co-founding Woodmont Lodging in 2015, Mr. Blank was an executive at RLJ Lodging Trust (NYSE: RLJ) where he had portfolio analysis, transaction, and corporate finance responsibilities. Most recently, Mr. Blank managed the company's Business Intelligence function, which was responsible for portfolio data analysis. During his tenure at RLJ, Mr. Blank formalized and expanded RLJ’s business analytic function, enhancing the data collection and reporting processes of over ... (view full description)

Vamsi Bonthala

CEO
Arbor Lodging Partners

Vamsi Bonthala is a co-founder of Arbor Lodging and Chief Executive Officer of Arbor Lodging Partners, the investment arm of Arbor Lodging. In this role, Vamsi leads general corporate strategy for Arbor Lodging and all efforts related to acquisitions/dispositions, capital markets, joint venture partnerships, and asset management. Prior to co-founding Arbor Lodging, Vamsi practiced corporate law in the Private Equity group of Kirkland & Ellis LLP and the Real Estate Group of Cadwalader, Wickersham & Taft LLP. Vamsi earned his BA in Economics and Political Science from the University of Michigan, where he received Class Honors and University Honors. Vamsi earned his JD from the Univers ... (view full description)

Richard "Boz" Bosworth

President & CEO
JC Hospitality LLC

Richard “Boz” Bosworth has over 40 years of experience in hotel, casino, and restaurant operational management, hospitality investments and capital market industries. With an accomplished career - to date, Boz has either operationally or asset managed 173 hotel investments, including four casinos and over 400 restaurants and bars on behalf of private equity firms, entrepreneurial investors, and institutional lenders. His career began with hospitality operational management and evolved to the investment aspect of the business in the early 1990s as the lending community found itself managing a high volume of loan defaults secured by hotel and restaurant assets. He is the founding General Partn ... (view full description)

Kate Burda

CEO & Founder
Kate Burda & Company

Kate Burda & Co is a consulting firm works alongside organizations to accelerate and achieve higher levels of revenue performance.   They do that by creating a revenue roadmap to elevating the level of play within sales, traditional and digital marketing, and revenue management, what they call the “Revenue Trifecta”.  They are passionate in how to think differently to be relevant and differentiated in a very crowded marketplace.  They lovingly challenge the status quo and legacy thinking to give way to innovation and revenue growth. Their core customers are investors, owners, brands, and management companies. They have done revenue transformation withi ... (view full description)

Ed Bushor

CEO
Tower Development Inc

Ed Bushor is the CEO/founder of Tower Development Inc., which is a Hawaii-based Hotel development and construction advisory company. Mr. Bushor has 30 years of development experience across the United States and has developed more hotel projects in Hawaii in the last 20 years than any other developer. He developed the Wyland Waikiki, which was the first Boutique Hotel developed in the State of Hawaii.  He also developed the first Edition/Marriott Worldwide in Honolulu in 2010 and first branded hotel in Hilo, Hawaii, namely the Grand Naniloa Resort and Golf Course, a DoubleTree by Hilton on Big Island in 2016.  Tower is also the owner of a 450-acre oceanfront master-planned resort community i ... (view full description)

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

Kevin Davis

Managing Director
Jones Lang LaSelle

Current Responsibilities Mr. Davis is a Managing Director in JLL’s Hotels & Hospitality Group in New York, where he is responsible for raising debt and equity capital for hotel owners, and is one of the leaders of the Hotel Investment Banking group. In this role, Mr. Davis works closely with the lending community, including banks, life insurance companies, debt funds, mezzanine providers and CMBS lenders, as well as institutional owners of commercial real estate. Experience Since joining JLL in 2013, Mr. Davis has been involved in almost $10 billion of financings which include ground-up construction projects, value-add/transitional assets and stabilized properties. Nota ... (view full description)

Anthony Delfre

Managing Director & Principal
Brown Gibbons Lang & Company

•Heads BGLREA’s capital markets platform that has closed in excess of $1.0B worth of real estate assets since 2015 •Over 25 years of experience in real estate and consulting, including work with corporations, endowments and high net worth individuals •Expertise in historic adaptive reuse projects with over $350M of tax credit transactions since 2015, including commercial residential and mix-use projects •Began his career with Merrill Lynch  in 1991, and thereafter held positions with various leading financial institutions •In 2007, formed his own business and real estate consulting firm, which provided advisory services to real estate owne ... (view full description)

Maxwell Drever

Chairman Emeritus
Drever Partners

Bob Drury

Sr. Managing Director
CREXi

Bob Drury has been involved in the real estate industry since 1987, focusing primarily on acquisitions, re-development and dispositions of commercial real estate. Mr. Drury currently is Senior Managing Director at CREXi, overseeing growth of the company's transactional services including CREXi's Auction Platform and Elite Services.  Prior to joining CREXi in 2019, Mr. Drury was engaged for eight years to help grow the private client group at Auction.com/Ten-X Commercial (Ten-X), focusing on transacting third party and REO commercial asset sales in an on-line auction format. Prior to Ten-X, Mr. Drury was Sr. Vice President of Acquisitions/Development for Red Mountain Retail Group ... (view full description)

Rasha Elganzouri Gad

Partner
Quarles & Brady LLP

Linzey Erickson

CLO & President
Legendary Capital

Linzey Erickson advises all aspects of Legendary Capital’s entity creation, board management, private offerings and operations. She is also responsible for negotiating and finalizing contractual terms during the acquisitions process and loan closings. She is a licensed attorney in Minnesota and North Dakota. She has nearly 10 years’ experience as a practicing attorney and legal counsel, and previously served as an assistant general counsel specializing in brand and entity management for a large retail corporation. She holds a bachelor’s degree in chemistry from the University of Minnesota and a juris doctorate from Drake University Law School, where she graduated with highest honors.
 

Brandon Flury

Principal
Corten Real Estate Partners

Brandon S. Flury is a Principal at Corten Real Estate Partners based in Washington, D.C., leading the sourcing and execution of hospitality investments throughout the United States.  Since joining the firm in 2007, Mr. Flury has been involved in a full range of sourcing, underwriting, due diligence, structuring, financing, closing and disposition activities for a significant number of hospitality acquisition, investment, and development projects.  During his career, Mr. Flury has helped execute the financing of transactions totaling in excess of $3.0 billion.  Mr. Flury holds Bachelor of Arts degrees in International Relations and Chinese from the College of William & Mary.
 

Greg Friedman

Chief Executive Officer
Peachtree Hotel Group

Greg has more than 22 years’ hospitality experience with an emphasis on deal-structure and financing. He successfully has led Peachtree in more than $5 billion in hotel acquisitions, investments and development since co-founding the company. He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed and funded more than 300 hospitality FF&E financing transac ... (view full description)

Greg Hartmann

SVP - Luxury, Lifestyle, Resort Residential & Corporate Development
Hilton

Mr. Hartmann oversees the development and conversion of luxury hotels and residences for Waldorf Astoria, Conrad, LXR and major Hilton projects in markets throughout North America including the largest single asset development in the company’s 100-year history at Resorts World Las Vegas opening in 2021.
Previously, he was Managing Director of JLL’s Hotel Asset Management & Advisory Services Group from 2011 to 2017. Before that time, Mr. Hartmann was the co-founder of STR Analytics with Randy Smith, and an MAI and Managing Director of HVS International for over 23 years.

Emmy Hise

Director of Hospitality Analytics, Western US
CoStar Group

Emmy Hise is the Director of Hospitality Analytics for the Western U.S. for CoStar. Previously, Emmy spent a few years with Consulting and Analytics division for STR, a CoStar affiliate. STR provides clients from multiple market sectors with premium, global data benchmarking, analytics and marketplace insights. STR was acquired in October 2019 by CoStar Group, Inc. (NASDAQ: CSGP), the leading provider of commercial real estate information, analytics and online marketplaces. Emmy has over 15 years of experience in the lodging sector. Ms. Hise spent the first few years of her career working in operations. From there, she transitioned to a business development role for nearly ... (view full description)

Jason Hsiang

SVP Development, North America
Yotel

Jason Hsiang is responsible for overseeing the development efforts for all YOTEL brands across North America. Jason most recently served as Senior Vice President of Hospitality at Thor Equities where he was responsible for all hospitality activities. Prior to that, he held senior development roles at SIXTY/ Commune Hotels and Morgans Hotel Group along with real estate acquisition positions at Northstar Capital and Lazard Freres Real Estate Investors. Over his career, Jason has acquired and invested over USD1.5Bn of hotel assets throughout North America and Europe and was responsible for successfully growing several hotel companies into full scale internationally recognized brands. 

Afshin Kateb

CFO
Nimes Real Estate

As Chief Financial Officer, Afshin Kateb brings over 25 years of hospitality and real estate industry experience to Nimes Real Estate. Mr. Kateb manages the finance department, including: accounting, tax, internal & external reporting, treasury/cash management, risk management, asset management, and financial planning & analysis. He also plays a very active role in the company’s acquisitions and project management areas. Prior to joining Nimes, Mr. Kateb served as the CFO of SBE where he provided strategic financial, information technology, capital markets and structured finance, lender relations,  tax and accounting, project accounting and finance for ground up and renovation ... (view full description)

Frances Kiradjian

Founder and CEO
BLLA (Boutique & Lifestyle Leaders Association)

Frances Kiradjian, Leader & Authority on Independent Boutique, Lifestyle & Luxury Hotels. Seasoned by over 25 years of experience in hospitality & travel, Frances Kiradjian is a prominent thought-leader and expert in the tourism, travel and lodging industry. As Founder of the Boutique & Lifestyle Leaders Association, Kiradjian planned and elevated a relatively unknown organization to a place of worldwide prominence, supporting and leading the global boutique hotel sector along the way. BLLA most recently announced an expansion of the association by including the global boutique industry with company verticals such as retail, food & beverage, ... (view full description)

Ramin Kolahi

Principal
Lighthouse Investments, LLC

  Coming from a family real estate and banking office, Ramin grew up in and around real estate.  After a few years in consulting and developing brownfields, Ramin returned to the family real estate office to lead developing underutilized and new assets including growing the company’s hotels portfolio and serving as Assistant VP of Construction Loans.   Seeking to pave his own path, Ramin joined a privately held national development company to eventually become COO.  Ramin helped grow the firm to over $400M of development, including ground up condominium, conversions of boutique hotels and land development.    Lighthouse Investments is a result of Ramin’s many ye ... (view full description)

Daniel Lesser

President & CEO
LW Hospitality Advisors

Daniel H. Lesser, President & CEO of LW Hospitality Advisors has for more than thirty five years specialized in real estate appraisals, economic feasibility evaluations, investment counseling, asset management, and transactional services of hotels, resorts, conference centers, casinos, mixed use facilities, spa & wellness, and timeshare/fractional ownership properties on a worldwide basis.  Mr. Lesser provides services to corporate, institutional, municipalities, and individual clients on all facets of hospitality real estate including: litigation support and expert testimony, site evaluation, highest and best use analysis, appraisals for mortgage, acquisition, and p ... (view full description)

Rika Lisslo

VP Development - Americas
Hyatt

Hyatt Vice President - Development - Americas - Hyatt Global Wellbeing Council member, ILHA board member - Rika is responsible for origination and identifying new business opportunities for all Lifestyle, Luxury & Collection brands; Thompson, AlilA, Park Hyatt, Andaz, Unbound, JDV, Destination, Centric, Regency, & Grand Hyatt, as well as developing and maintaining client and capital partner relationships. Her broad-based real estate expertise and proven track record of success in mixed-use development, hospitality, brand building,leasing, capital markets, F&B, retail, and investments and sales has brought value to her notable clients and partners. Ms. Lisslö has signi ... (view full description)

Daniel MacDonnell

Managing Director
HVS, Capital Markets

Corey Maple

Chairman & CEO
Legendary Capital

Corey Maple has spent his career launching, building and selling companies. After working as a consulting engineer at Maier Engineering for several years after college, he purchased the company from its founder in 1993. He proceeded to lead the company’s rapid expansion, increasing revenues by ten-fold. In 1996, he founded MiniMax, Inc., an automation and engineering tools provider to the electric utility industry. After merging with privately held Norwegian company Powel ASA, he helped take the combined company public in 2006. He then served as U.S. operations president and board member and subsequently helped engineer the company’s sale to a public industrial conglomerate. Since then, Mapl ... (view full description)

Michael Mayer

Managing Member & CEO
Associated Ventures

Managing Director - Site Ventures, LLC Chief Executive Officer - Morgan Niko Capital, Inc. CEO, REalta West Asset Management Group, LLC. Michael is a Managing Director and major member of Associated Ventures , the holding Company for Site Ventures LLC - a real estate development firm, Morgan-Niko Capital, Inc. – an investment banking and fee oriented company and REalta West Asset Management Group, LLC – an affiliate of an asset management group responsible for 14,000,000 Sq. Ft. of real estate assets. Michael founded Site Realty Inc., now a subsidiary of Associated Ventures . Under his guidance, these companies have been responsible for the development and acquisition of real estate projects ... (view full description)

Anthony Melchiorri

TV Personality
Host of Hotel Impossible

Richard Millard

Managing Director
Highgate

Richard joined the Highgate team in October 2020 as Managing Director. Richard began his career at Miami-based Trust Hospitality (then called Tecton) and throughout the next decade, the group successfully managed over 150 hotels for the federal government and private banks. In 1995, Millard became the majority shareholder of the company as well as its President. Tapping into a growing trend in the industry to assist independently owned hotels, he launched a boutique hotel division in 2004 and formed Desires Hotels International with Michael Register. As Chairman and CEO, Millard focused on financing the company’s growth plan on resort and urban projects throughout the world. ... (view full description)

John Pascal

Managing Director
Paramount Capital Advisors

John is currently a Principal of JMB Financial Advisors, a real estate investment advisor firm that utilizes its extensive experience in real estate and capital markets to provide customized capital solutions including debt and equity, on behalf of institutional and private real estate investors. John has extensive experience in both real estate acquisitions and operations. Prior to joining JMB, John served as Senior Vice President and Chief Investment Officer of Brookdale Living Communities, a national seniors housing company since August, 2002. Previously, Mr. Pascal served as the Co-chief Operating Officer for Horizon Bay Management and Senior Lifestyle Corporation for a total of six year ... (view full description)

Roman Pedan

Founder & CEO
Kasa Living, Inc.

Roman is the Founder and CEO of Kasa Living, Inc. Kasa is building a global accommodations brand, and currently operates inventory across 35+ cities and 50+ properties. Kasa works with sub-100 key hotel and multifamily owners to power the accommodations component of their properties. Kasa is one of a few companies in the hospitality industry that grew managed revenue by over 100% year-over-year through the COVID-19 pandemic. Prior to Kasa, Roman's experience spans investing and operating across hospitality, real estate, and technology. As an investor at KKR and Walton Street, Roman helped to close over $5 billion in transactions across all major Real Estate asset classes includin ... (view full description)

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. Melanie broadens the platform of company to include projects outside of the domestic sphere via her expertise in international markets. A first for AV, she spearheaded the development of a new concept in mid-scale urban boutique hotels catering to the business segment with the premier property opened to rave reviews. Bef ... (view full description)

Michael Poolin

President
NY Capital Development, LLC

Michael Poolin, a private real estate investor and lender, founded NY Capital Development (NYCAPDEV) in 2017.  NYCAPDEV focuses on real estate opportunities in all asset classes and invests/ partners/ funds sophisticated local operators.  We can provide the insight and expertise to restructure and reposition deals and make them actionable in today's marketplace. Since pre-Covid, we've implemented a special focus on Hotel Conversions, and with leading partners, are in 10 markets. Some recent highlights include the acquisition, financing, repurposing, and repositioning of hotels, multifamily assets, and SFR portfolios in New York, California, Colorado, Florida, Indiana, Louisiana, Nebraska, Ne ... (view full description)

Cliff Risman

Partner
Foley & Lardner LLP

Cliff Risman is a veteran real estate lawyer who represents companies that develop, own, operate and finance hotels and resorts around the world. As co-chair of the firm's Hospitality & Leisure Industry Team and a member of the Real Estate Practice, Cliff is described by clients in the Chambers USA Guide as “very practical and always accessible.” Clients choose Cliff over competitors because he speaks the language and fully understands every aspect of their business – from securing capital, structuring deals and negotiating management contracts, to guiding clients through labor, tax, food and beverage, and operational matters and disputes. Cliff represents luxury and bouti ... (view full description)

Kevin Rohani

VP of Development
SBE

As Vice President of Development, Kevin Rohani brings over a decade of experience in portfolio expansion and expertise in hotels, restaurants and nightlife to Dream Hotel Group. In this role, he is responsible for overseeing the development of new projects and sourcing new deals globally.   Rohani comes to Dream Hotel Group from Gensler, the world’s largest architecture and interior design firm, where he spent the past three years nurturing his passion for design. Working in the hospitality studio, he specialized in project management and business development. During his tenure, Rohani was involved in a multitude of hospitality projects including citizenM Hotels, Waldorf Astoria ... (view full description)

Mark Rosinsky

CEO
U.S. Lodging Investors LLC

Mark J. Rosinsky is Chief Executive Officer of U.S. Lodging Investors (USLI). Mark sources potential acquisitions of value-add hotel properties, underwrites them, and crafts joint ventures with institutional equity investors to purchase assets. Mark has over thirty-five years of experience in the hospitality industry. A graduate of Cornell University, he earned a Bachelor of Science in Hotel Administration. After a year working with Stephen Rushmore, Sr. at Helmsley Spear Hospitality Services, Mark became an officer at Chase Manhattan Bank, appraising in all sectors of real estate, with a focus on hotels. Subsequently, Mark re-joined Rushmore at Hospitality Valua ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg is the CFO for Ygrene Energy Fund Inc., the leading property assessed clean energy financing (PACE) company in the U.S.  For the prior five years, he was CEO of CleanFund Commercial PACE Capital, Inc., which was recognized as the 7th fastest growing private company in the San Francisco Bay area in 2018 and as an award-winning issuer of PACE-backed securitized notes.  Previously, Greg served as CFO/COO for 6 other specialty finance and technology-oriented firms. Greg holds a B.A. in Economics and Business from Macalester College, and an MBA from Harvard Business School.

Andrea Scott

Director of Acquisitions
Legendary Capital

Legendary Acquisitions buys 80- to 400-room limited service, select service, full service and extended-stay hotels. Our target region is America’s heartland, primarily in markets with populations of 250,000 or more. We emphasize open communication and work with the contributors for a discreet, streamlined transition. With over 30 years of experience buying and managing hotels, our team has the franchise relationships, proven track record and financial backing to provide certainty of close. We are headquartered in Fargo, North Dakota, and proudly embody Midwestern values and work ethic. Legendary Acquisitions has remained active through COVID-19 and the subsequent economic downtur ... (view full description)

Bleecker Seaman

Co-CEO
Broadshore Capital Partners

Bleecker P. Seaman, III, Co-Chief Executive Officer of Broadshore Capital Partners with shared responsibility for oversight and management of the firm’s investment management business. Broadshore is jointly owned by Guardian Life Insurance Company of America and Broadshore’s senior management team.  Mr. Seaman is chairman of the firm’s Investment Committee and is actively involved in investment strategy, portfolio management and client servicing on behalf of the firm’s clients.    Previously, Mr. Seaman served in a similar capacity for Broadshore’s predecessor company, Lowe Enterprises Investors.  He also held positions as CFO and as an Acquisition Officer in Low ... (view full description)

Adriana Shannon

Managing Director
CTF Asset Management

Bob Sonnenblick

Chairman
Sonnenblick Resorts LLC

Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate development and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast, and as a result is regarded as one of the West Coast's leaders in the field of commercial real estate finance. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beau ... (view full description)

Shafi Syed

Global Head of Hotel Development
Equinox Hotels

Shafi Syed is the Global Head Hotel Development at Equinox Hotels, and leads the Group’s expansion based out of New York.Equinox Hotels is the only lifestyle/luxury hotel brand in the ‘fitness and high-performance living’ hotel segment- part of a $4.3 trillion wellness industry. A natural extension of the cult fitness chain Equinox, the hotel brand differentiates itself through high-energy social spaces, celebrity restauranteur driven F&B/Nightlife, and the highly aspirational Equinox health club among other signature elements. With planned openings in L.A, San Francisco, Chicago, Santa Clara, Houston and Boston and active discussions in ... (view full description)

Abraham Tieh

Director
O'Connor and Associates

Director of National Commercial Property Tax at O’Connor and Associates.  Licensed senior property tax consultant and licensed real estate broker with over 30 years of commercial real estate investment  and hotel property tax consulting experience.  Specialize in hotel property tax appeals.  I've obtained Certified Hotel Industry Analytics (CHIA) designation. I work closely with our property tax clients and provide customized property tax reports, analysis, visiting properties, and attending protest hearings. I am also involved in litigation settlement negotiations. I’ve attended over 2,000 property tax protest hearings.  My expertise in determine intangib ... (view full description)

Russell Urban

CEO and Principal
Electra America Hospitality

Brian Waldman

Executive Vice President, Investments
Peachtree Hotel Group

Brian is the Senior Vice President of Investments of Peachtree Hotel Group and brings more than 15 years of hospitality experience. Brian leads the company’s hotel real estate investment and asset management programs.   Prior to joining Peachtree, Brian was formerly Managing Director and Head of Capital Markets for Beacon Hospitality Partners where he was responsible for executing capital markets assignments and other advisory assignments with an aggregate asset value exceeding $8 billion. Prior to Beacon, Brian served as Senior Vice President of DTZ Hospitality Group, Vice President ... (view full description)
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*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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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