Jason Adler

Director
Cronos Group

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)

Vivien Azer

Managing Director
Cowen and Company

Vivien Azer is a managing director and senior research analyst specializing in the beverage, tobacco, and cannabis sectors. Ms. Azer is the first senior Wall Street analyst to cover the emerging cannabis sector, resulting in notable press coverage across periodicals such as The Economist, Barron's and Forbes. Ms. Azer's coverage of the tobacco sector earned her a spot on Institutional Investor's All-America Research Team on several occasions. She has consistently been ranked by Thomson Reuters Analyst Awards (StarMine), and in 2017, she was ranked #1 and #2 for stock picking in beverages and tobacco, respectively, and #2 for earnings estimation in tobacco. Prior to joining Cowen and Company ... (view full description)

Jake Bergmann

Founder & CEO
Surterra Holdings

Jake is the Founder and Chief Executive Officer of Surterra Holdings, Inc.   Since founding Surterra in early 2014, Jake has lead the company in raising more than $50 million of capital, securing 1 of the original 5 vertically integrated licenses in the State of Florida and 1 of 3 vertically integrated licenses in the State of Texas.  After winning its first license in November 2015, Jake also led Surterra’s rapid expansion from 7 to nearly 100 employees and from 6,000 square feet of cultivation space to more than 300,000 square feet of fully permitted production space, among the largest operations in North America.   Prior to Surterra, Jake began ... (view full description)

Adam Bierman

Co-Founder and 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)

Steven Chulik

Investor
Private Investor

Steven Chulik runs a family office which invests in public, private, and startup companies. Mr. Chulik was co-founder of Redstone Investors, LLC, a long-short small and mid-capitalization focused domestic growth hedge fund. Prior to Redstone, Mr. Chulik was a Portfolio Manager of Morgan Stanley’s Small and Mid-Cap Growth team which managed $8 Billion. Mr. Chulik’s focus in in Technology, Healthcare, Industrials and Energy.  Before receiving an MBA from The Wharton School at the University of Pennsylvania in 1997, Mr. Chulik was a Mechanical Engineer assisting in satellite design for Lockheed Martin. Mr. Chulik received a BS in mechani ... (view full description)

Neil Closner

CEO
MedReleaf

Neil Closner is the CEO of MedReleaf Corp. as well as a director.  Mr. Closner has been a key driver of the Company’s growth and vision. His responsibilities include oversight of all general management for the organization, strategic leadership on growth opportunities and fostering an entrepreneurial spirit throughout the Company. Mr. Closner brings nearly two decades of start-up, technology and health care experience to the MedReleaf team. Previously, he was a member of the senior leadership team at Toronto’s Mount Sinai Hospital where he served as Vice-President of Business Development. Mr. Closner began his career as a health-care focused investment banker with ... (view full description)

Scot Crow

Member & Practice Department Manager
Dickinson Wright

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
The Arcview Group

No biography specified

John Delaney

Senior District Judge
State of Texas

  Judge John Delaney is a Senior District Judge for the State of Texas with over 30 years of service as a general jurisdiction trial judge, presiding over felony criminal, civil and family cases. Now retired from elected office, he is currently a specially assigned judge concentrating on child abuse and neglect cases. His judicial experience includes over 570 jury trials and several thousand non-jury trials. When not serving as a trial judge, he also practices mediation and arbitration privately. Educated at Princeton University (B.A., History, 1967) and the University of Texas School of Law (J.D., 1973), he served as a Navy officer on an amphibious ship during the Vietnam ... (view full description)

Nikki Fried

Founder
Igniting Florida, LLC

Nicole "Nikki" Fried is the President and owner of Igniting Florida LLC, which focuses on government consulting and statewide lobbying. During the 2016 Legislative Session, Ms. Fried played an integral role in the passage of HB 307, relating to the usage of medical marijuana for those who are terminally ill.  Ms. Fried has become one of most visible faces and key lobbyist in Florida’s burgeoning medical cannabis industry. She currently heads up the local and state lobbying team for San Felasco Nursery D/B/A The Green Solution, one of Florida’s licensed MMTCs.   In 2014, Ms. Fried received an award from The Florida Bar's Legal Needs of Children Committee for her leadership of the ... (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, private eq ... (view full description)

Matt Ginder

Senior Counsel
Greenspoon Marder

Matthew Ginder is senior counsel in the Cannabis Law practice group at Greenspoon Marder.  Mr. Ginder represents various cannabis related businesses assisting in many areas of the industry, including licensing, regulatory and compliance, and business transactions.  He also represents individuals and entities interested in investing in state legal cannabis businesses.  Mr. Ginder co-founded and manages a nonprofit organization called the Organization for Safe Cannabis Regulation (OSCR), which advocates on behalf of cannabis related businesses in Florida.  He is frequently sought after to comment on the medical marijuana market and has been quoted extensively in several well-known publications ... (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 a ... (view full description)

Joshua Gross

President
Mill Creek Capital Advisors, LLC

Joshua S. Gross – Josh serves as President of Mill Creek Capital Advisors, LLC. is a Principal and serves on the firm’s Investment Committee. In each year of 2012‐2016, Josh has been honored as one of America’s Top 100 Independent Financial Advisors by Barron’s Magazine (#22 in 2016). In 2014 through 2017, Josh was named in Barron’s Magazine Top 1200 Financial Advisor ranking, which honors the top 1% of investment advisors nationwide. Prior to co‐founding MCCA, Josh was a Principal at Hirtle, Callaghan & Co. Previously, Josh worked at Quantex Microsystems and he served active duty in the United States Navy aboard the carrier U.S.S. America (CV‐66). Josh earned a B.A. fro ... (view full description)

Peter Holzworth

-
Arcadian Fund

Mr. Holzworth began his career in the financial industry at the age of 15 interning for his grandmother at Merrill Lynch. Designing an automated option trading strategy, Peter paid for his college tuition trading the fossil fuel commodity markets. He returned to Merrill Lynch in 2004 and established a successful financial advisory practice. In 2008, Mr. Holzworth launched Pennington Asset Management, a Florida based registered investment advisory firm. Mr. Holzworth went on to establish three separate investment vehicles specializing in high frequency algorithmic trading, collateralized mortgage obligation arbitrage and bank challenge industry lending. In 2013 Mr. Holzworth ... (view full description)

Zeeshan Hyder

VP Investments
MedMen

Zeeshan Hyder is vice president of investments at MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America. Mr. Hyder brings nearly a decade of experience evaluating investment opportunities for large institutions. He has vetted billions of dollars in transactions for the likes of Citigroup, and The Eli and Edythe Broad Foundation’s $2 billion investment fund. Most recently Mr. Hyder was a vice president at First Beverage Ventures, a private equity firm focused on emerging food and beverage brands. Mr. Hyder is an expert in financial models, and will focus on deal execution and fund strategy for MedMen. Mr. Hyder h ... (view full description)

Ariel Imas

Managing Director
J Streicher Capital

Mr. Imas brings more than fifteen years of capital markets experience, collaborating with C-level executives, focusing on providing strategic advisory services, structuring transactions, analyzing and modeling financial projections. He has raised over $300mm for more than 50 publicly traded and select private companies. He is currently a Registered Representative of J. Streicher Capital, LLC and holds FINRA Series 7, 63 and 79 licenses. Mr. Imas was nominated as a finalist to the ACG Deal Maker of the Year 2013 Award and is an active board member of The Glimpse Group.  He Co-founded SABR Capital Management an advisory firm based in New York City.
 

John Jezzini

Founder and CEO
Growth Network Solutions

John Jezzini is an entrepreneur and has been a leading industrial designer for cultivation and distribution in the cannabis industry since 2009.   As CEO of GNS, he developed proprietary growing methodologies that allows for propagation of the strongest plants, largest yields and delivering market-leading profit margins in a highly competitive and fast-growing market.   Prior to founding Canna, Mr. Jezzini began his career in real estate where in 2001 he was a Senior Underwriter with Wells Fargo. After Wells Fargo, Mr. Jezzini joined Mortgage Store Financial as Director of Business Development where he was responsible for a national sales team of ... (view full description)

Rob Kampia

Executive Director
Marijuana Policy Project

Rob Kampia co-founded the Marijuana Policy Project in 1995 and has served as its executive director ever since.  He's primarily known for running MPP as a "permanent campaign operation," which has been responsible for enacting half of the good state marijuana laws around the country. - Rob and four others co-led the landmark campaign that legalized marijuana in Colorado in 2012. - Rob orchestrated the passage of similar legalization initiatives in Alaska (in 2014) and Maine, Massachusetts, and Nevada (in 2016), with an assist in California (in 2016). - Rob oversaw the lobbying and initiative campaigns in half of the 29 states where medical marijuana is leg ... (view full description)

Matt Karnes

Founder and Managing Partner
GreenWave Advisors

Matthew (Matt) Karnes has over 20 years of diverse finance and accounting experience. Prior to founding GreenWave Advisors LLC, 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 R ... (view full description)

Daylin Leach

State Senator
Pennsylvania

State Senator Daylin Leach represents parts of Montgomery County and parts of Delaware County. Formerly an attorney and college professor, he is now the Pennsylvania legislature’s leading voice on progressive issues.


He has championed countless important causes including marriage equality, repeal of the Voter ID law, environmental stewardship, and redistricting reform and campaign finance reform. In recent years he has been proud to receive legislative achievement awards from environmental, educational, animal rights and human rights organizations

Chris Leavy, CFA

Co-Chairman & Partner
MedMen

Chris Leavy is co-chairman and partner at MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America. Mr. Leavy helps oversee MedMen’s investment strategy, bringing more than two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a managing director of BlackRock, Mr. Leavy oversaw $115 billion of fundamental equities and was a member of the firm’s Global Operating Committee. Prior to BlackRock, Mr. Leavy served as the chief investment officer of equities at Oppenheimer Funds. Earlier in his ten ... (view full description)

David McConico

Senior Registered Representative
First Florida Securities, Inc.

David L. McConico has a depth and breadth of knowledge and experience in strategic planning, accounting, finance and investment management. David is a fiduciary and an investment professional in investment banking and securities. David has served as a trustee for City of Aurora’s General Employees Retirement Plan since 1994 and is actively involved in the investment decision making process for this defined benefit public pension plan with assets in excess of $400 million. He has been an invited speaker at many investment conferences in the United States on subjects including asset allocation, investment strategy, emerging managers, emerging markets, real estate, private equity an ... (view full description)

Matthew Nordgren

CEO
Arcadian Fund

Matthew Nordgren is an ambitious executive, dedicated philanthropist, and accomplished athlete who brings a unique passion to creating strategic alliances. He has breadth and depth of experience in finance, corporate development, and capital sourcing, as well as in building highly motivated teams of skilled professionals.  In 2005, Mr. Nordgren received his education at the University of Texas in Austin, while playing football for the Texas Longhorns football team as a quarterback and a National Championship ring. He was the first full scholarship in the NCAA University of Texas football history to graduate with two degrees in less than four years. After playing professionally wi ... (view full description)

Tony Repanich

CEO & President
Pacific Century Holdings

Mr. Repanich is former Executive Vice President for Peoples Bank, a $1.5 billion community bank based in Bellingham, WA with branches from Seattle to the Canadian border along the I-5 corridor and in Central Washington.  Over the past 22-years, Tony successfully grew the retail bank from less than $200 million in assets to its current size.  Prior to joining Emerald Trust, Tony was responsible for all aspects of retail banking, mortgage lending, cash management, investment services and corporate marketing at the bank.  Tony studied Finance and Marketing at Western Washington University.
 

Robert Roman

CEO, Managing Director
MGO Wealth Advisors

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)

Dr. Sue Sisley

President/Principal investigator
Scottsdale Research Institute

Dr. Sue Sisley MD is an Arizona-based physician practicing Internal Medicine and Psychiatry.   She works as Medical Director for medical cannabis license holders in 12 different states/territories from Hawaii to Puerto Rico to New York.   Sue serves as Site Principal Investigator for the only FDA-approved randomized controlled trial in the world examining safety/efficacy of whole plant marijuana in combat veterans with treatment-resistant post traumatic stress disorder PTSD.  Dr. Sisley is on faculty at Colorado State University PUEBLO campus, recruited for core planning team to organize the CSUP "ICR Institute of Cannabis Research" in Pueblo, Colorado.  ... (view full description)

Karl Sleight

Partner
Harris Beach PLLC

Mr. Karl J. Sleight is a partner at Harris Beach PLLC, and founder of the firm’s Government Compliance and Investigations Practice Group. Mr. Sleight has significant experience in government processes as a former law enforcement official and leader of government agencies.
 
He has successfully guided medical cannabis licensees through the rigorous and highly competitive government procurement and selection process. Mr. Sleight has represented license holders and medical cannabis companies before government agencies on a wide range of issues as the client transitions from a start-up enterprise through the evolution to a mature business concern.  

Aaron Smith

Executive Director
NCIA

No biography specified

Eric Stevens

Deputy Executive Director
Florida for Care

Eric Stevens helped launch Florida’s Medical Marijuana Yes on 2 campaign with United for Care in 2013 with John Morgan and Ben Pollara. He served as the Campaign’s Finance Director from 2013-2016 and worked on both the 2014 campaign and the 2016 campaign in Florida. The 2016 campaign passed with the highest margin of any medical marijuana question in any state ever at 71%.   He now serves as the Deputy Executive Director of Florida for Care, a non-profit(c)(4) membership based organization made up of the majority of those involved in Amendment 2. Florida for Care focuses on lobbying and educating elected officials and continuing to enact smart laws for Florida’s medical marijuana ... (view full description)

Rob Sullivan

Investor
Private Investor

Rob Sullivan is a strategic consultant and advisor to a group of elite and notable public figures. He began his career as a business development consultant for various start-up companies which eventually led to his recruitment by a group of prominent angel investors focused on positive impact. This experience eventually led to a career in the Private Equity, Venture Capital and Hedge Fund industries.   In January of 2015, Rob launched a boutique consulting firm geared towards advising affluent individuals and families in South Florida who were highly involved in various sports endeavors. His client base has expanded to include professional athletes, high net worth individuals, po ... (view full description)

Emily Talentino

Partner
Sensi Valley

Emily Talentino is a cause driven leader with over fifteen years of nonprofit management and community development experience.  She has held several senior management positions with nonprofit organizations both in the U.S. and internationally.  Emily has her Bachelor of Arts in International Relations and Spanish from Duquesne University and a Masters in Public Administration from Framingham State University.    
 

Micah Tapman

Managing Director
Canopy

No biography specified

Sean Trainor

CEO & Founder
Sensi Valley

Sean Trainor is an entrepreneur with over 30 years of experience successfully launching and operating businesses in emerging industries.  Sean's first major enterprise was in the telecommunication industry in 1985 in which he was able to utilize new information technology to provide aggregated and cooperative services to his long-distance service clients, thus reducing their costs and alleviating the pressures created by the new era of regulation.  In 1999, he shifted gears to the digital currency industry and founded Crowne Gold, which provided an online currency platform secured by gold to tens of thousands of clients and businesses around the world.  Now, Sean is focusing his energies on ... (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)

Ryan Vandrey

Associate Professor
Johns Hopkins University School of Medicine

Dr. Vandrey is an experimental psychologist with degrees from the University of Delaware (BA) and University of Vermont (PhD).  He is currently an Associate Professor at the Johns Hopkins University Behavioral Pharmacology Research Unit (BPRU).  Dr. Vandrey’s research focuses primarily on the behavioral pharmacology of cannabis (marijuana) and includes controlled laboratory studies with adult research volunteers, clinical trials, web-based survey research, and natural history studies with patient populations using cannabis/cannabinoids for therapeutic purposes.   His work helped characterize the cannabis withdrawal syndrome, has provided novel data about the comparative pharmacok ... (view full description)

Adam Verner

Investor
Private Investor

Adam has been an active investor in the industry investing in fully compliant cannabis businesses throughout the United States and Canada.  Notable investments include positions in public and private companies, cultivation facilities, retail operations and premium brands.  Adam was also an early investor in the first MedMen opportunity fund.

Chris Walsh

Founding Editor, VP Editorial & Strategic Development
Marijuana Business Daily

Chris served as the founding editor of Marijuana Business Daily during the company’s launch in 2011, becoming the first journalist in the United States to focus exclusively on covering the business of cannabis.


He now leads the company’s entire editorial and research team and oversees content-related strategic development initiatives. Chris has been quoted as one of America’s foremost cannabis industry analysts by dozens of media outlets, including Harvard Business Review, NPR, CNBC and the New York Times. He has an MBA and previously worked for more than a decade as a business reporter and editor at daily newspapers.

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*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.

PRIVACY STATEMENT

Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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