This is a past event please click HERE for the upcoming program.

Jason Adler

Managing Member
Gotham Green Partners

Jason is a director of The Cronos Group (MJN.V), a geographically diversified and vertically integrated cannabis company that operates within Health Canada's Access to Cannabis for Medical Purposes Regulations. He is also the Founder and Managing Partner of Gotham Green Partners, a cannabis focused Private Equity Fund. Prior to founding Gotham Green, Jason was the co-founder and CEO of Alphabet Management, LLC, a New York based volatility fund, that focused on identifying mispriced assets across various industries, asset classes and geographies. Jason also founded Geronimo, LLC, an AMEX member broker dealer that made markets in equity options, and he began his career as a market maker at G&a ... (view full description)

K. Lance Anderson

Practice Chair-Pharma/Biotech
Dickinson Wright

K. Lance Anderson an attorney with Dickinson Wright PLLC's Austin, Texas, office and chairs the firm's pharmaceutical and biotechnology practice group.  Lance has experience in complex intellectual property (IP) and technology transactions and advising businesses in acquisition and disposition of innovation-rich assets, including for Cannabis-related ventures. Lance has previously served in-house for both a public academic research institution and a private venture capital operating company, in both instances leading the development, negotiation and disposition of all forms of IP. In addition to his primarily transactional practice, as a registered patent attorney, Lance has direct experienc ... (view full description)

Adam Bierman

Co-Founder & CEO
MedMen

Adam Bierman is chief executive officer and co-founder of MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America. Mr. Bierman is a leading voice for institutional practices, and for clear and reasonable regulations in the burgeoning legal marijuana industry. He brings years of experience in strategic business development to the complex cannabis industry, and is at the forefront of its capital formation. He is co-chair of the Policy Council at the National Cannabis Industry Association, the industry’s leading trade organization. He has been featured on various news outlets including CNBC, Bloomberg News, For ... (view full description)

Oren Bitan

Senior Counsel
Buchalter

Oren Bitan has an extensive legal background that includes business, real estate, banking, receivership law, consumer product, and commercial litigation.  Mr. Bitan is known for his ability to solve complex business disputes for his clients in a strong but practical manner.  He is a trusted advisor who guides his clients through their day to day legal concerns, and has particular expertise in disputes involving real estate, banking and mortgage fraud, creditors’ rights, film finance, and intellectual property. Representative clients include banks and financial institutions, state and federal receivers, private investors and investment funds, private equity groups, real property develop ... (view full description)

Debra Borchardt

CEO & Editor-in-Chief
Green Market Report

Debra Borchardt is the CEO and Editor-in-Chief of the cannabis financial news website Green Market Report. She began her career in the securities industry where she held several securities licenses. Debra left her last position as a Vice President at Bear Stearns to earn her Masters Degree in Business and Economic Reporting from New York University. At that point she embarked on a career as a financial journalist and spent eight years at TheStreet.com working daily with Jim Cramer. As a senior producer and reporter at TheStreet.com, Debra honed her skills as a journalist earning an award from ASPBE.org (American Society of Business Publication Editors)  in 2014 for Best Video - News, “Guess ... (view full description)

Barbara Brohl

VP Regulatory & Government Affairs
Dacorum Strategies

Barbara Brohl is VP Regulatory and Government Affairs for Dacorum Strategies, which provides Government Affairs and Community Outreach for the legal cannabis industry, which includes both marijuana and hemp companies as well as government and regulatory agencies. She assists governments and industry by addressing regulatory design, crisis assistance, developing & implementing appropriate government affairs strategy and community outreach.   Prior to joining Dacorum, Barb was the Executive Director of the Colorado Department of Revenue. Appointed by Governor John Hickenlooper to his Cabinet in 2011, she was responsible for Colorado’s Tax Division; the Division of Motor Vehicle ... (view full description)

Jeff Chen

Director
UCLA Cannabis Initiative

Jeff Chen is a physician, researcher, and social entrepreneur pioneering cannabis research and commercialization.  He is a thought leader on cannabis policy, science, and business.  He has spent the last 4 years operating at the intersection of cannabis academia, industry, nonprofits, and government to accelerate cannabis research.  He is the Founder and Director of the UCLA Cannabis Research Initiative (one of the first university programs in the world dedicated to cannabis) where he leads an interdisciplinary group of 28 UCLA faculty spearheading studies into the therapeutic potential and health risks of cannabis.  At age 30, he is one of the nation’s youngest Directors of a university res ... (view full description)

Jared Cohen

Member
Ocean Peak Capital

Jared is a private investor and entrepreneur. He is currently helping early stage companies accelerate their growth. Mr. Cohen brings over 15 years of public and private investing experience across multiple industries and throughout the capital structure. Mr. Cohen worked at Fortress Investment Group as a Partner in the Credit Funds. Before joining Fortress, Mr. Cohen worked for Merrill Lynch as a Vice President in the Principal Credit Group, and he began his career as an investment banking analyst at Morgan Stanley.  Jared is a graduate of University of California, Los Angeles, is a CFA charterholder and a member of the Milken Young Leaders Circle. Jared currently se ... (view full description)

Scot Crow

Member & Practice Department Manager
Dickinson Wright PLLC

Scot has extensive experience in corporate, mergers and acquisitions and tax law. His clients rely on him to advise them with respect to their complex financial transactions as well as serving as their outside general counsel. Scot provides proactive advice with respect to sensitive management matters, litigation management, day to day transactional needs and objective assessments for the development of successful business strategies. Scot has served as lead counsel in numerous mergers and acquisitions, private equity investments, private offerings, venture capital financings, mezzanine debt offerings, divestures and other related transactions, with an emphasis in the following business sect ... (view full description)

Troy Dayton

CEO & Founder
The Arcview Group

Troy co-founded cannabis investment and research firm, The Arcview Group, in 2010 and serves as CEO.  Arcview created the Arcview Investor Network where more than 600 high net-worth investors have pumped more than $160 million into 170+ cannabis-related ventures and raised more than $3 million for the legalization effort.  Arcview also publishes The State of Legal Marijuana Markets, the most oft-cited market data and analysis report on the industry.  Arcview co-founded Cannasure Insurance Services in 2011 and launched Canopy, a business accelerator in 2015.  Forbes Magazine named Arcview one of the top five financial leaders in the cannabis industry.  Troy is a bo ... (view full description)

Patrick Del Duca

Partner
Zuber Lawler & Del Duca LLP

Dr. Patrick Del Duca, selected for inclusion in THE BEST LAWYERS IN AMERICA® 2010-2018, is an experienced cross-border regulatory attorney seasoned in multi-cultural and multi-lingual deals and regulatory challenges that reach across disparate bodies of law.  Dr. Del Duca has achieved cannabis deals around the world including in Canada, Europe and South America.   He possesses particular depth in financial, privacy, corruption, and environmental matters.  His problem-solving perspective often results in clients calling upon his regulatory talents in compliance, investigatory, M&A, joint venture, project development and finance contexts. Dr. Del Duca&rsq ... (view full description)

Arnaud Dumas de Rauly

Co-CEO
The Blinc Group

Arnaud is currently Co-Founder and Chief Strategy Officer of The Blinc Group. He is a proven leader of multiple start-up companies who simultaneously leads, guides, directs and evaluates operations through international marketing, communication & public relations. Bilingual in French and English, fluent in Spanish and has worked in France, China, Dubai, Tunisia, Spain, UK and the USA. Frequently serves as a keynote speaker at international vaping and cannabis shows across the globe. Arnaud holds an Executive MBA & a Masters of Engineering Degrees.    Arnaud is also Chairman of the ISO (International) Standards Committee TC126/SC3on Vapor Products & of ... (view full description)

Evan Eneman

Managing Director
Casa Verde Capital

Evan is an experienced professional with expertise in operations, risk management, compliance and business development, previously serving as a director at PricewaterhouseCoopers LLP. He holds a B.S. in Economics from the Wharton School of the University of Pennsylvania.

Ruth Epstein

Partner
BGP Advisors

Ruth Epstein is the co-founder of BGP Advisors, a California-based boutique business and financial advisory firm, providing capital raising and strategic and marketing advisory services to companies in the rapidly evolving legal cannabis industry. She also serves as CFO for  Treez, Inc. a leading SaaS provider of point of sale/retail management solutions to dispensaries. Ruth is also an active angel investor in the legal cannabis industry. She holds an MBA from Harvard Business School and spent ten years in investment banking with Goldman, Sachs & Co. in New York and San Francisco, where she was extensively involved in executing both public and private equity and debt offerings and M& ... (view full description)

Brett Finkelstein

Investor
Phyto Partners LP

We are one of the most active cannabis funds in the space. We look for skilled, talented and passionate entrepreneurs that will build strong companies become industry leaders. For investors, we offer a fund structure where we have access to proprietary deals, ability to invest in what would be closed cap tables to individual investors, and we get preferential treatment from issuers. Since we have the ability to deploy a larger amount of capital the fund can get more favorable terms.

Al Foreman

CIO
Tuatara Capital LP

Al Foreman has over 20 years of professional experience in private equity, corporate finance, and financial technology, and a broad transaction history that includes the origination, structuring, and execution of debt, equity, and mergers and acquisitions transactions globally. Mr. Foreman is currently a Partner and the Chief Investment Officer of Tuatara Capital, L.P. a cannabis-focused alternative investment manager.  In this role Al is responsible for formulating Tuatara’s macro investment strategy and for the structuring and oversight of portfolio investments. Prior to co-founding Tuatara in 2014, Al was a Managing Director with Highbridge Principal Strategies, LLC, a $35 billion a ... (view full description)

Chris Ganan

Chief Strategy Officer
MedMen

Chris Ganan is chief strategy officer of MedMen, a leading cannabis management and investment firm based in Los Angeles, and a general partner of the Firm’s investment fund. MedMen has operations and exposure across North America. Mr. Ganan brings vast institutional experience in business operations, private equity, investment banking, real estate and FinTech. Mr. Ganan was instrumental in the launch of MedMen’s capital arm and guides the Firm’s investment strategy. Previously, Mr. Ganan was managing member of Cratus Equity, a private investment firm. He has also worked for Alvarez & Marsal, CohnReznick, and Investment Limited. Through hedge funds, priva ... (view full description)

Ross Goodman

General Counsel, Board of Directors
Lighthouse Strategies LLC

In 2014, Mr. Goodman led his team to successfully compete for and win, one of a handful of coveted medical marijuana dispensary licenses in Nevada. In 2015, Las Vegas Releaf was the first medical marijuana dispensary to open in the City of Las Vegas. In addition, Mr. Goodman led an investor group to develop a controlling interest in Silver State Wellness, a Nevada medical marijuana cultivation and production licensee. Over the course of 2017, Ross led Lighthouse’s strategic efforts to acquire two California license holders, a wholesale and retail beverage company, and a Craft Brewery; while supporting the consolidation of all (11) business under the Lighthouse umbrella as General Co ... (view full description)

Mike Gorenstein

CEO
Cronos Group

Mike Gorenstein is the Chairman and CEO of Cronos Group, a company focused on building industry leading businesses that transform the perception of cannabis.  Cronos is a geographically-diversified and vertically-integrated distributor of medical cannabis products across Canada and Germany through its two wholly-owned Licensed Producers that are regulated under the ACMPR: Peace Naturals (in Ontario) and Original BC (in British Columbia).  Additionally, Cronos Group has entered into a joint venture with Canadian First Nations to form Indigenous Roots Inc. and is in the process of building out low-cost production facilities in Israel.  
 

Dean Grafilo

Director
California Department of Consumer Affairs

Dean R. Grafilo was appointed Director at the California Department of Consumer Affairs on February 22, 2017. With the department's executive team, he leads the 40 regulatory entities and other divisions within DCA. Prior to his appointment, Grafilo was Chief of Staff in the Office of California State Assemblymember Rob Bonta since 2012. He was Associate Director of Government Relations at the California Medical Association from 2009 to 2012, Chief of Staff in the Office of California State Assemblymember Warren T. Furutani from 2008 to 2009 and a Senior Legislative Assistant in the Office of California State Assemblymember Alberto Torrico from 2004 to 2008. Grafilo was an Organizer Represen ... (view full description)

Scott Greiper

President
Viridian Capital Advisors, LLC

Mr. Greiper has had a highly successful 30-year career on Wall Street and in his own businesses, with a focus on helping to back and build emerging growth companies. He is the Founder and President of Viridian Capital Advisors, LLC, a financial and strategic advisory firm dedicated to the medicinal and legal cannabis market. Viridian provides market intelligence, investment banking, and corporate development services to emerging growth companies in the cannabis sector. Its banking practice, through broker-dealer Pickwick Capital Partners, LLC (Member FINRA/SIPC), provides capital and M&A to fund the growth of Viridian's clients, while its advisory practice helps to position and bui ... (view full description)

Mark Grindeland

CEO
Coda Signature

Mark Grindeland is the co-founder and CEO of Coda Signature, an award winning infused products manufacturer based in Colorado.  Mark has held executive positions in several public companies and has also been founding member of five companies.  In 2013, Mark was honored by the Business Marketing Association of Colorado as “Marketer of the Year.”  Mark has served on the board of directors for the Colorado Technology Association, the Advisory board for the Daniels Business College, and the Corporate Advisory Council for the Business Marketing Association.Coda Signature Coda Signature is an award winning infused product manufa ... (view full description)

Michael Hayford

Chief Executive Officer
Lighthouse Strategies LLC

Mr. Hayford initially entered the legal cannabis industry in Oct. 2013 as an investor, which evolved to have Michael oversee the application development, production and submission for Silver State Wellness in June and Las Vegas Releaf in August of 2014. Today Michael serves as CEO of Lighthouse Strategies and their (11) subsidiaries and affiliates, consisting of 150,000 sf under operations and development cross Nevada and California, under the brands: Las Vegas Releaf, Silver State Wellness, San Diego Releaf Research and Wellness Center, CWBEVCO, Cannabiniers, US Coffee & Tea Pod, and Two Roots Brewing Co. Michael is principally responsible for corporate vision, business development, str ... (view full description)

Aaron Herzberg

Partner
Puzzle Group Law Firm

Aaron Herzberg is a Founding Partner at Puzzle Group Law Firm, PC a Law Firm focused on cannabis licensing in Southern California. His expertise includes governmental affairs and lobbying, municipal and land use law, drafting ordinances, obtaining municipal licenses, preparing winning merit based applications and transactional law specific to cannabis.  Recognized for his influence, Herzberg has been interviewed by the Wall Street Journal, Los Angeles Times, Forbes, Rolling Stone, and the New York Times for his insight into the emerging cannabis industry.  Mr. Herzberg and his partners have been involved in acquiring over 1 million square feet of licensed cultivation space in the Los Angeles ... (view full description)

Chi-Chien Hou

Managing Member
ECI Holdings

No biography specified

Pete Kadens

Director & CEO
GTI

Pete Kadens is a serial entrepreneur and dedicated philanthropist. He has started three companies, which have employed thousands of people over the last 16 years, including one of the largest commercial solar companies in the US, SoCore Energy. Today he is the CEO of GTI, one of the largest legal cannabis operators in the US. GTI has raised over $70 million dollars and has operations in 5 states around the US. Under his leadership at SoCore grew into a company with operations across 17 states and was named one of Chicago's most innovative businesses by Chicago Innovation Awards. In 2013, he sold SoCore Energy to Edison International, a Fortune 500 energy holding company. ... (view full description)

Jenny Kaplan

Beverage, Tobacco and Cannabis Reporter
Bloomberg News

Jenny Kaplan is an award-winning journalist for Bloomberg News. She writes about all the things you drink and smoke -- from Coca-Cola to the cannabis industry -- and covers broader trends hitting consumer-goods companies. She added cannabis to her beat three years ago and has covered the rapidly changing business ever since. Jenny also developed and co-hosted Bloomberg's Material World podcast, a narrative show that dug into the stories behind all the things people spend their money on.
 

Matt Karnes

Founder & Managing Partner
GreenWave Advisors

Matthew (Matt) Karnes has over 20 years of diverse finance and accounting experience. Prior to founding GreenWave Advisors LLC in 2014, Matt worked in equity research focusing on the Radio Broadcasting and Cable Television industries for First Union Securities. Matt also covered Satellite Communication at SG Cowen and in addition, worked with the top ranked Consumer Internet analyst at Bear Stearns & Co – this team was consistently recognized by the Institutional Investor’s “All America Research Team”.  As a sellside equity analyst, Matt authored and co-authored numerous emerging industry research reports including such names as Google, Sirius, XM Satellite Radio, DIRECTV and EchoStar Co ... (view full description)

Paul Kent

CEO & Founder
Idlewood Capital Partners

No biography specified

Sonya Logman

Deputy Secretary, Business & Consumer Relations
California Business, Consumer Services & Housing Agency

Sonya Logman has served as Deputy Secretary of Business and Consumer Relations at the California Business, Consumer Services and Housing Agency (BCSH) since 2015. BCSH is charged with overseeing eleven state departments comprised of over 5,500 state employees and $2.0 billion dollars in annual expenditures. Deputy Secretary Logman works closely with those Departments that administer programs to license: more than 250 types of professionals, the alcohol beverage industry, horse racing wagering facilities and the evolving California cannabis industry.   For more than a decade, Sonya has dedicated her career to public service in various state-wide offices within the executive branch ... (view full description)

Lynne Lyman

Co-Author
Proposition 64, The Adult Use of Marijuana Act

Lynne Lyman was one of the central figures responsible for cannabis legalization in California, named in the top 100 most influential people in cannabis nationwide, as well as in the top 5 in Los Angeles. Having spent over five years as the California State Director for the Drug Policy Alliance, Lynne’s vision, strategy and exceptional organizing skills helped propel the state to gain critical mass throughout 2016 resulting with 57% of Californians voting Yes on Proposition 64, the Adult Use of Marijuana Act, permanently changing the landscape for cannabis in the sixth largest economy in the world, while reducing or eliminating most cannabis crimes, including retroactively. Lynne’s wor ... (view full description)

Dustin McDonald

Vice President of Government Relations
Weedmaps

Dustin McDonald is the Vice President of Government Relations for Weedmaps, where he leads the effort to engage Congress, the Administration, state and local governments and international governments on cannabis policy reforms. Dustin joined Weedmaps in 2016 after serving for three years as the Director of the Government Finance Officers Association’s (GFOA) Federal Liaison Center, where he led federal advocacy campaigns on municipal finance issues for a coalition of state, county and city government associations. Prior to his work with GFOA Dustin spent 10 years at Holland & Knight providing federal advocacy services to local governments, local government agencies and associ ... (view full description)

Jaimie Nawaday

Partner
Kelley Drye & Warren LLP

Jaimie Nawaday recently joined Kelley Drye after seven years as an Assistant U.S. Attorney (AUSA) for the Southern District of New York.  She focuses her practice on government investigations, white collar defense and civil litigation. As a former federal prosecutor, Jaimie draws on her unique insights into the U.S. Department of Justice perspective to provide counsel to cannabis businesses, investors and individuals. She also defends individuals who face federal criminal charges related to marijuana.  She has repeatedly appeared on MSNBC to explain and comment on developing issues in federal criminal law. Jaimie served in both the Civil and Criminal Divisions in the Southern Dis ... (view full description)

Karen O'Keefe

Director of State Policies
Marijuana Policy Project

As the director of state policies at the Marijuana Policy Project, Karen manages grassroots and direct lobbying efforts in state legislatures for the largest nonprofit that is focused solely on marijuana policy reform. Working closely with local advocates and lawmakers, her team has led the successful advocacy campaigns to enact seven medical marijuana laws, six decriminalization measures, and a legalization law through state legislatures. Karen’s department is spearheading coalitions that are advocating to regulate marijuana like alcohol in six state legislatures.    Karen earned her J.D. from Loyola School of Law, New Orleans. She is admitted to the Bar in the District of Colum ... (view full description)

Matt Osborne

Founder and CIO
Altegris

Matt Osborne has 30 years of finance, international business, and investment industry experience. As the founder and chief investment officer (CIO) of Altegris, Matt is responsible for product development and is co-portfolio manager of several Altegris investment funds. Mr. Osborne is a senior member of the Altegris Investment Committee, responsible for qualification, approval, and ongoing review of all firm investment strategies and managers on the Altegris platform. Prior to founding Altegris, Matt was the director of research for the managed investments division of Man Financial, with responsibility for manager selection and research. Previously, Matt had a 12-year career with ... (view full description)

Erik Ott

Partner
KO Acquisitions

Erik is a Partner at KO Acquisitions, a boutique investment bank specializing in Cannabis Mergers and Acquisitions. Erik has 20+ years of Investment Banking experience focusing on helping companies achieve scale and shareholder liquidity. KO currently represents a number of Canadian public companies looking to acquire cannabis companies across California. KO is regulated by the California Bureau of Real Estate and works exclusively in California.
 

Emily Paxhia

Managing Director
Poseidon Asset Management

Emily Paxhia is a co-founder and Managing Director of Poseidon. Emily has reviewed thousands of companies in the cannabis industry and has worked with countless founders in many capacities ranging from their pitch preparation, go-to-market strategies/product launches to business operations. She holds seats on the boards of directors for portfolio companies and participates as an advisor to multiple teams. Emily also serves on the Board of MTech Acquisition Corp. Emily is very active in the investment decision making and ongoing investment oversight processes working closely with her partners to source investment opportunities,  create meaningful deal structures and to ensure that ... (view full description)

Tahira Rehmatullah

CFO
MTech Acquisition Corp

Tahira serves as Chief Financial Officer of MTech Acquisition Corp. and is Managing Director of Hypur Ventures. She is also a Board of Directors member for Dope Media, a portfolio company of Hypur Ventures. Tahira has been named one of the most powerful women in the cannabis business by Fortune Magazine and Complex, and is passionate about developing female and minority leadership in the industry.   Prior to joining MTech and Hypur Ventures, Tahira served as General Manager of Marley Natural and was an Investment Manager at Privateer Holdings. Before venturing into cannabis, Tahira was a Portfolio Manager at City First Enterprises, an associate at Perry Capital, and began her car ... (view full description)

Lindsay Robinson

Executive Director
California Cannabis Industry Association

California Cannabis Industry Association’s Lindsay Robinson is the executive director of the most influential statewide trade association representing the cannabis industry. Most recently, CCIA was instrumental in passing the Governor’s trailer bill and SB 94, which reconciled the state medical marijuana and adult-use frameworks. Lindsay is also a board member of the Minority Cannabis Business Association and Co-Chair of the Governance Committee at the LA BizFed.   Prior to CCIA, Lindsay was the director of development for the Marijuana Policy Project. Lindsay oversaw MPP’s national fundraising and membership strategies. MPP was responsible for passing adult use ballot initiative ... (view full description)

George Robinson

CEO
RavenQuest BioMed

  • Recognized specialist in the cannabis sector and has worked directly with RavenQuest's clients and Health Canada in all stages of the application and licensing phases under the ACMPR and its predecessor legislation, the MMPR
  • Extensive experience in building design, municipal bylaw compliance, heating, ventilation and air conditioning, cannabis growing and drying strategies, security, data collection and analysis, and project funding
  • B.C. Licensed security consultant, Black Belt Six Sigma certified and current president of the BC Regional Council of the Canadian Security Association

Lance Rogers

Of Counsel
Greenspoon Marder

Lance Rogers is a partner in the Cannabis Law practice group at Greenspoon Marder. As a part of his regulatory compliance practice, he currently represents many of the leading cannabis companies in California, including retailers, manufacturers, and agriculture ventures. As a litigator, he has handled a wide array of matters related to cannabis including criminal defense, regulatory violations, land use/zoning, complex business litigation and partnership, and dispute matters. In 2011, Mr. Rogers attained the first dispensary license in Southern California through the County of San Diego. From 2014-2015, his team assisted clients in obtaining commercial cannabis licenses in the Cities o ... (view full description)

Joe Rogoway

CEO
Rogoway Law Group

Joe Rogoway is the CEO and Managing Attorney for Rogoway Law Group, a cannabis focused law firm with offices in Los Angeles, San Francisco, and Santa Rosa. Widely recognized as a thought-leader in the cannabis industry, Joe has dedicated his academic and professional career to cannabis law reform, regulation, and the representation of businesses. As a trial attorney, Joe conducted dozens of jury, bench, and administrative trials. As a political advocate, Joe was the author and co-proponent of several state ballot initiatives seeking to end cannabis prohibition in California. Today, Joe leads the Firm dedicated to assisting businesses with their corporate, compliance and litigation needs. Joe ... (view full description)

Robert Roman

CEO, Managing Director
MGO Wealth Advisors, LLC

Robert is the CEO and Managing Director of MGO Wealth Advisors, LLC. He has over 17 years of experience in wealth management helping high-net-worth individuals and families. Robert started his career at UBS Wealth Management where he built an impressive client list composed primarily of athletes and professional entertainers. In 2011, he founded Legacy Private Client Group, a Registered Investment Advisory firm, which was acquired by Macias Gini & O'Connell LLP (MGO) in 2016. Today he leads partner firm MGO Wealth Advisors, providing holistic, highly-tailored financial strategies for the ultra-high-net-worth. He has been vetting and consulting on investment opportunities for the cannabis ... (view full description)

Jennifer Sanders

Founder & CEO
CNS Equity Partners

With CNS Equity Partners and AURA Venture Funds, Jennifer leverages her expertise in the alternative agriculture and holistic health industries as a corporate consultant for institutional firms and investments.   As a  founder of CNS Equity Partners, a virtue-based private equity firm, she launched the nation’s first holistic health and cannabis herbal retailer. The fully integrated retailer, The Green Heart, is actively franchising  across the United States. A Harvard University Business School graduate, Jennifer specializes in international investment regulatory compliance and enterprise risk management with over 15 years of experience in leadership and business management. She has t ... (view full description)

Adrian Sedlin

CEO
Canndescent

A lifelong entrepreneur, Adrian Sedlin builds brands and cash flow businesses from $0-$150MM in sales.Over his 25 year career, Mr. Sedlin has raised over $100MM in capital, created 5 successful exits, and thrived in diverse industries including B2B ecommerce, B2G SaaS, direct response, and consumer packaged goods.   Co-founding his first company at age 21, Mr. Sedlin served as its CEO and sold the business to Student Advantage (NASDAQ; STAD).Following this early career success, Mr. Sedlin served as a C-Suite executive in companies such as Credit2B (EVP; sold to S&P in 2001), Bargain Network (COO; Sold to Vertrue in 2004) and CrimeReports (Acting CEO; sold to Motorola in 2014) ... (view full description)

Rob Selna

Attorney at Law
Wendel Rosen Black & Dean LLP

Robert Selna chairs the Cannabis Industry Group at the Oakland-based law firm Wendel Rosen Black & Dean. Robert represents cannabis clients in regulatory and compliance matters, corporate and real estate transactions, and litigation. His clients range from publicly-traded and vertically integrated companies, to smaller operators and property owners leasing to cannabis businesses. Robert and Wendel Rosen represent clients across California from San Diego to Humboldt and in all facets of the cannabis industry. Robert has written widely on the California's cannabis industry in Wendel Rosen's California Cannabis Law Blog and in the San Francisco Chronicle. In addition, he is freq ... (view full description)

Shannon Soqui

Head of US Cannabis Investment Banking
Canaccord Genuity

No biography specified

Adam Spiker

Senior Partner
Spiker Consulting Group

Adam Spiker is the executive director and Co-Founder of Southern California Coalition (www.southerncaliforniacoalition.com)—the largest, most inclusive cannabis trade organization in world’s largest cannabis market, Southern California—and a Senior Partner of Spiker Consulting Group (www.spikerconsultinggroup.com), a third-generation government affairs/ consulting firm with more than 150 years of experience working for clients on local and state issues.  Southern California Coalition worked with the City of Los Angeles to create, pass, and implement Proposition M in Los Angeles and is currently working with over 100 local municipalities to create sensible regulations, sustainable tax measure ... (view full description)

Bernard Sucher

CEO
Tikun Olam USA

Bernie Sucher is the CEO of Tikun Olam USA, a JV based on the firm that pioneered Israel’s medical cannabis industry. Bernie is an active investor in a number of start-ups, including Detroit’s Loveland Technologies and Detroit Bikes. He is the non-executive chairman of UFG Asset Management, one of the original firms channeling long-term capital to Russia’s equity and fixed income markets. Bernie co-founded Moscow-based investment bank Troika Dialog, and restructured and relaunched Alfa Capital, one of Russia’s leading asset management firms. His career in finance began in 1984 with EF Hutton in New York and included roles with Cresvale, Goldman Sachs, Merrill Lynch and Bank of America, with ... (view full description)

Micah Tapman

Managing Director
Canopy

Micah is a veteran of both the U.S. Marine Corps and the Fortune 500 world with an MBA and B.S. in computers. As a serial entrepreneur and venture capitalist he combines a deep understanding of technology with a focus on business strategy. His time in the Corps provided an outstanding leadership foundation, which melded with business training at SAIC and in graduate school to create a dynamic leader with the ability to motivate and empower those around him. Transitioning from a career in cybersecurity to the world of cannabis allowed Micah to focus more on the strategic aspects of business, identify and assist outstanding new businesses, and apply his portfolio management skills ... (view full description)

David Traylor

Sr Managing Director
Golden Eagle Partners

David Traylor is Senior Managing Director at Golden Eagle Partners, a firm he founded in 2012 to advise life science companies. After advising on various transactions in the life science, he took an interest in the cannabis sector and joined Surna, Inc. (OTC:SRNA) as Chief Business Officer in 2014.  After close to a year stint at Surna, David re-founded Golden Eagle Partners to provide his knowledge to companies across the cannabis sector. Before Golden Eagle Partners, David led the Life Science group at Headwaters MB, a leading boutique investment bank.   Before Headwaters, David served as a Senior Vice President at Caris & Company where he was focused on biopharmaceuticals. ... (view full description)

Jeremy Unruh

Director, Public and Regulatory Affairs
PharmaCann LLC

Jeremy Unruh brings a fifteen-year track record as a government prosecutor and big firm lawyer to the nascent medical cannabis industry.   Beginning his career as a prosecutor, Mr. Unruh distinguished himself as a solid courtroom advocate with a highly developed common sense approach to the justice system respected by his colleagues, judges, and defense lawyers alike. Before his eventual appointment as the first-chair prosecutor in the courtroom of the Chief Judge of the Criminal Division of the Circuit Court, Mr. Unruh was trained in trial advocacy by the United States Department of Justice at the National College of District Attorneys. During his time as a prosecutor, Mr. Unruh ... (view full description)

Tom Zuber

Managing Partner
Zuber Lawler & Del Duca LLP

Tom Zuber is the Managing Partner of Zuber Lawler & Del Duca, a 40-attorney firm with offices in LA, Silicon Valley, Chicago and New York.  Zuber Lawler & Del Duca represents Fortune companies, as well as funds and government entities.  Zuber Lawler & Del Duca has worked with cannabis clients for over 10 years, and currently represent some of the industry's leading companies.  Zuber Lawler & Del Duca helps their cannabis clients with intellectual property, product compliance, environmental compliance, M&A and other deals, and litigation. Tom manages intellectual property disputes and deals around the world, and counsels clients in relation to ... (view full description)
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TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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