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)

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)

Patrick Barry

Partner
Granite Hall

No biography specified

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 & 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)

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)

Michael Correia

Director of Government Relations
NCIA

Michael Correia is director of government relations for the National Cannabis Industry Association. His focus is raising awareness and building support for the cannabis industry’s issues on Capitol Hill. In addition, Michael works with other national organizations to increase the cannabis industry profile nationally. Prior to joining NCIA, Michael spent many years working on Capitol Hill, including working for Rep. George Radanovich (R-CA), who retired in 2010, and the House Committee on Resources, serving three different Chairmen. Previously, he was director of federal affairs for the American Legislative Exchange Council (ALEC) and senior project manager for the Committee ... (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
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 War era ... (view full description)

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)

Nikki Fried

Founder & President
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, priva ... (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 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)

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)

Ariel Imas

Managing Director
J Streicher Capital

Mr. Imas brings more than fifteen years of capital markets experience, collaborating with C-level executives to position the company to raise capital at the most effective cost of capital.  Over his tenure, Mr. Imas, helped source, structure and raise over $300mm for more than 60 companies. Mr. Imas is currently a Registered Representative of J. Streicher Capital, LLC and holds FINRA Series 7, 63 and 79 licenses. He was nominated as a finalist to the ACG Deal Maker of the Year Award.  Mr. Imas is an entrepreneur at heart as he co-founded Reimbursement and Billing Corp, a healthcare services company, The Glimpse Group, a virtual reality and augmented reality company and SABR Capital Managemen ... (view full description)

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 over 300 employees in ... (view full description)

Rob Kampia

Executive Director
Marijuana Leadership Campaign

Rob previously co-founded the Marijuana Policy Project in 1995 and served as its executive director for 23 years, leaving MPP in 2017 to found the Marijuana Leadership Campaign, which is based in Austin and Washington, D.C. Rob grew up in the suburbs of Philadelphia in Harleysville, Pennsylvania. In 1986, he graduated as valedictorian of his class at Souderton Area High School, and in 1993 he graduated with honors from Penn State University with a bachelor’s degree in Engineering Science and a minor in English. In the middle of his seven-year tenure at Penn State where he had a full scholarship, he served three months in a county prison near State College after being ... (view full description)

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)

Bill Kelly

Partner
AgriCascadia

Bill Kelly is a partner at AgriCascadia, a private equity firm focused on rationalizing oil processing and related activities in the Oregon and California regulated cannabis markets. Based in Portland, Bill has been an active investor in the cannabis space since Oregon passed adult use legalization. Prior to AgriCascadia, Bill was part of the founding team of Sapient Health Network, which became WebMD in 1999, and was founder and CEO of Learning.com, a pioneer in online K12 education. He is an adjunct professor of entrepreneurial finance and marketing at Concordia University's MBA program, and sits on several company boards in the education, healthcare, and cannabis industries. He is a gradu ... (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

Founder
NetPost Capital Advisors

Chris is the founder of NetPost Capital Advisors. NetPost advises private investment vehicles on deal structure, capital raising and investment strategy, most recently for MedMen (the first U.S. cannabis firm to reach $1 billion valuation).   Chris brings over two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds, and BlackRock. As a Managing Director at BlackRock, Chris oversaw $115 billion of fundamental equities and was a member of the firm's Global Operating Committee.   Prior to joining BlackRock, he was the Chief Investment Officer, Equities at OppenheimerFunds (equity assets of $80 billion). ... (view full description)

Kellen O'Keefe

Senior Vice President
MedMen

Kellen O’Keefe is senior vice president of business development for MedMen, a leading cannabis firm based in Los Angeles with operations and exposure across North America. Mr. O’Keefe combines his knowledge of the burgeoning cannabis industry, strategic partnerships and brand building to lead business development initiatives at MedMen. He also vets investment opportunities for the Firm. MedMen consists of two main components; a management company and a capital arm. MedMen Management offers turnkey services to cannabis license holders. MedMen Capital makes strategic investments in key markets across the U.S. and Canada. Previously, Mr. O’Keefe was the co-creator of Oakley's ... (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)

Patrick Rea

Managing Director
CanopyBoulder

Patrick is a co-founder and Managing Director of Canopy Ventures.  Canopy is a venture capital firm and business accelerator focused on investing in the technology and infrastructure supporting the legal cannabis industry.  Since its founding in 2013, Canopy has made over 80 investments, making it the most active private investor in the cannabis industry
Patrick also sits on the selection committee for The ArcView Group, acted as Executive Editor for the 3rd edition of ArcView’s State of the Legal Marijuana Market report, and is a regular on CNBC’s Power Pitch.
Patrick graduated with degrees from Brown University and resides in Boulder, Colorado with his wife and two daughters.

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)

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.    Dr. Sisley has been a Member of Nev ... (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.  

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)

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)

Adam Verner

Investor
Springhouse

Adam has been an active venture investor in the industry since 2014 with a focus on fully compliant early stage companies in supply constrained markets across the United States and Canada.  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.

Armen Yemenidjian

CEO
Essence Dispensaries

Armen Yemenidjian began his career at Tropicana Hotel & Casino in Las Vegas in August 2009 in the Marketing Department, subsequently moving to Casino Operations and Player Development.  He served as Special Projects Manager and Director of Player Development before becoming Vice President of Casino Marketing and Operations. He was a member of the Tropicana Las Vegas Executive Committee as well as the Casino Credit and Compliance Committee.   After the sale of Tropicana in August 2015, Yemenidjian founded a number of companies in varying industries, including Armenco Capital, a commercial and residential real estate investment company, Armenco Restaurant Group, the sole franch ... (view full description)
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*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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