Chris Bley

Newport Pacific Land

Mr. Bley is with Newport Pacific Land Company, a firm that both manages land assets for institutional owners and investors and also makes principal investments.  Prior to joining Newport Pacific, he was a Senior Vice President at Lehman Brothers Holdings Inc. where his responsibilities included re-underwriting and developing business plans and exit strategies for a portfolio that consisted of developable land throughout the United States.   His professional experience also includes principal roles in several real estate development firms and as the Director of Acquisitions for a Wall Street capitalized company that invested in all aspects of residential real estate througho ... (view full description)

Robyn Bonaquist

B-Squared Advertising

Robyn Bonaquist, is founder and CEO of B-Squared Advertising, a Naples, Florida based full-service advertising and marketing agency serving real estate and development clients on local, regional, national and international levels. Founded in 2001, the company has been recognized nationwide for its award-winning creative abilities and sound marketing strategies. Robyn brings more than 25 years of experience in the real estate and development and home-building industries and has helped clients build brands, drive traffic and sell inventory using a variety of advertising tools.  From sales centers and digital marketing to branding and traditional marketing, B-Square ... (view full description)

Andrew Brausa

Brookfield Capital Partners

Andrew Brausa is a Senior Vice President in Brookfield’s Private Equity Group and is primarily responsible for sourcing and underwriting financing opportunities in the residential for-sale real estate market.
Mr. Brausa joined Brookfield in 2017. Prior to joining Brookfield Mr. Brausa held a number of senior roles in the hedge fund industry investing in both public and private markets with a focus on the residential real estate sector. In 2015 he co-founded Domain Real Estate Partners, which focused on private investments in the residential real estate markets.
Mr. Brausa holds a Bachelor’s degree from Bucknell University.

Chuck Brecker

Saul Ewing Arnstein & Lehr LLP

Charles Brecker principally represents residential and commercial real estate builders and developers, as well as investors, in acquiring, financing, developing, constructing, selling and leasing residential, commercial, and mixed-use projects, many of which consist of vast acreage. In addition, Charles has extensive experience in the creation of condominium and homeowners’ communities, hotel and office condominiums, and has handled resort and club real estate transactions. Charles also represents local and national institutional and private equity lenders concerning a variety of real estate loan transactions. Experience Select representations include: Represented d ... (view full description)

Roger Brush

President & Managing Director
Gibraltar Real Estate Capital

  Roger Brush co-founded Gibraltar Capital in 2010, utilizing his experience in legal workouts and homebuilding operations to create a platform initially to take advantage of distressed real estate opportunities. Under Roger’s leadership, Gibraltar has since evolved into a dynamic investment platform that engages in a variety of financing structures, as well as direct acquisition opportunities.  Gibraltar’s primary focuses are land banking residential builders and providing debt and equity capital to builders and developers across the country.  Gibraltar also will perform land development of certain projects. Roger joined Toll Brothers in 1993, leveraging his background as ... (view full description)

Tara Duhy

Executive Shareholder
Lewis, Longman & Walker, P.A.

No biography specified

Larry Franks

Division VP, Florida
Meritage Homes

Larry has over 20 years of success in Real Estate running various aspects of Land Acquisition, Development, Operations, Purchasing and the Financials of projects as a member of senior leadership. Larry also has a penchant for growing existing businesses and extensive experience negotiating contracts on $5M+ transactions. Prior to joining Meritage Homes, he ran the Land departments for CalAtlantic Homes, KB Home and Ryland Homes covering the West Coast of Florida. As President of Total Land Development, Larry managed all operations and P&L's of over $125 Million in development projects including 150,000 SF in commercial space and 900+residential units, continually surpassing revenue goals ... (view full description)

Steven Friedman


Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience. Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of lega ... (view full description)

Josh Gehman

Director, Acquisitions

Mr. Gehman is currently the Director of Acquisitions for Altisource Solutions (Nasdaq: ASPS) focusing on underwriting and acquisitions of properties in 10 cities across the country.  He has ten years of real estate experience with six years in default servicing and asset dispositions and the last four in the underwriting and acquisition of single-family rentals and flips.  He has experience in multiple purchasing channels include trustee auctions, portfolio purchasing and single asset acquisitions on MLS systems.  His teams have underwritten well tens of thousands of homes across the central, southeastern and eastern United states.  Mr. Gehman holds a Bachelor of Science in Kinesiology from ... (view full description)

Richard Gollis

The Concord Group, LLC

Richard M. Gollis is a co-Founder and Principal of The Concord Group based in the firm’s Newport Beach office. As a national strategy firm, TCG also has offices in San Francisco and New York City. TCG's clients include private equity firms, institutional and entrepreneurial capital, investment and commercial banks, public agencies, and developer/builders. The firm has specific expertise in land, housing (for-sale and for-rent), office/commercial and hospitality sectors and is active with single assets and large portfolio pools. Recent assignments on behalf of private capital/ opportunity funds have included repositioning and recapitalization strategies for acquisitions and “next-cyc ... (view full description)

Adam Greenfader

Chair - Florida Liaison
Puerto Rico Builders Association

Adam Greenfader is the Florida Liaison for the Puerto Rico Builders Association and managing partner at AG & T, a real estate development and advisory company based in Miami, Florida. Adam has worked on 52 developments projects valued over one billion dollars in The United States, Puerto Rico, Panama, the Caribbean, and Europe.    Adam specializes in residential, resort, island, and distressed assets. He is a recognized thought leader for innovative development practices and is active with the Green Building Council, National Association of Home Builders, and currently chairs the Caribbean Council at the Urban Land Institute.     Adam Greenfader is fluent in Frenc ... (view full description)

Steve LaTerra

Managing Director
Meyers Research LLC

Steven La Terra serves as Managing Director of Meyers Research, a subsidiary of Kennedy Wilson Company (NYSE: KW). Mr. La Terra runs the Capital Markets Group at Meyers where he works closely with institutional capital providers and real estate operators. Prior to Meyers, Mr. La Terra owned a land investment/lot banking company and served in Principal and Senior Executive positions with Land Advisors Capital, APEXCapital and Acacia Capital Corporation   Mr. La Terra is the Chair of the Arizona District Council of the Urban Land Institute and has served as the National Chair of the Residential Neighborhood Development Council at ULI.  He is an active member of sev ... (view full description)

Jim Leiferman

Chief Executive
Mattamy Homes USA

Jim Leiferman is a Chief Executive with experience in the fields of international business development, manufacturing, homebuilding, banking and public accounting. His career includes positions as President, Area President and Audit Manager with such prestigious entities such as Mattamy Homes, Pulte Homes and Arthur Andersen & Co.. Leiferman is particularly adept in his organizational development skills and understanding the dynamics of managing large groups of diverse individuals to achieve consistent high levels of performance through various business cycles. He provides strategic vision, hands on interaction and management direction that has consistently led to exceptional individual ... (view full description)

Rick Mandell

Aspen Portfolio Strategies

Rick Mandell provides equity placement consulting services to private equity funds which specialize in real estate. He finds local operating partners for and deals which comport with the specific value creation strategies that his clients have across asset types and geographies.  

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

Peter L. Martin, CFA is a Managing Director in the equity research department at JMP Securities in San Francisco, California. He covers the Residential Real Estate sector as which includes Homebuilders, Land Developers and several REIT sectors. Prior to joining JMP Securities in January 2009, Mr. Martin was a Portfolio Manager at Matthes Capital Management in San Francisco, California from January 2006 to December 2008. Matthes is a hedge fund managing over $150 million for a diverse group of high net worth individuals. Prior to joining Matthes Capital, Mr. Martin was a portfolio manager at Presidio Management, a $200 million hedge fund focused on small/microcap stocks from June 2003 to D ... (view full description)

Michael Maxwell

Head of Originations
Builder Finance Inc.

Michael Maxwell is Senior Vice President and Head of Originations at Builder Finance Inc., a wholly ownder subsidiary of 1st Financial Bank USA. Mr. Maxwell joined 1st Financial Bank in 2003, and is responsible for leading the marketing and origination efforts for residental construction loans to home builders. Prior to joining 1st Financial Bank USA, he was a Director in the Structured Finance Department of Standard & Poor's Ratings Services. For over six years he was responsible for the analysis of asset-backed securities, specializing in consumer assets. Prior to Standard & Poor's, he spent over six years as an Assistant District Attorney with the New York County District Attorney ... (view full description)

Ed McDowell

Managing Director, Acquisitions
GTIS Partners

Ed McDowell is a Managing Director at GTIS. Prior to joining GTIS, Mr. McDowell was most recently a Land Acquisition Manager for Hovnanian Enterprises, where he sourced and negotiated the purchase of residential land, analyzed investment opportunities and led due diligence teams. Mr. McDowell also served as Assistant Director of Finance at Hovnanian, where he evaluated, structured and sourced corporate acquisitions and helped arrange equity capital for joint ventures with private equity firms. Prior to Hovnanian, Mr. McDowell was an analyst in Morgan Stanley’s Investment Banking Division in both the Mergers and Acquisitions and Equity Capital Markets departments. Mr. McDowell receiv ... (view full description)

Wade McGuinn

McGuinn Hybrid Homes

Wade McGuinn, owner / CEO of McGuinn Hybrid Homes has served the Midland and Capitol of South Carolina for 32 years. During that time we have built over 4,000 homes and 27 communities. We have built more homes on Lake Murry than any other company in the Midlands and have built more Multi-Million dollar homes than any singe builder. Production building for ourselves and investors remain the core of our operations.   Wade is one of a few certified master builders in South Carolina, and is past president of the HBA Central South Carolina, author of Building Your Dream Home, and CEO of one of the most awarded Homes Building Companies in the Metro Columbia area McGuinn Hybrid Homes. W ... (view full description)

Jeff Meyers

Meyers Research LLC

As a President of Meyers Research, a Kennedy Wilson Company, Mr. Meyers brings over 25 years of experience in which time he founded, built, and sold the largest market research company serving the US Homebuilding Industry, The Meyers Group. At its height, The Meyers Group grew to 21 offices and over 200 employees nationwide. Jeff specializes in on-going advisory services and manages all consulting assignments for several top ten public home builders through his direct involvement with land acquisition strategies, product development, segmentation, and positioning. Highly regarded as an industry expert for real estate trends and issues, Mr. Meyers is quoted frequently in several nationa ... (view full description)

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Rodney Montag has 28 years of hands-on experience in real estate investing, development, home building, finance, design, construction and planning. He has purchased, financed, obtained approvals, developed, built and/or sold over 50 projects totaling approximately 10,000 residential units. RAM Real Estate Capital (“RAM”) provides capital to homebuilders and residential land developers seeking to grow their business. With years of experience, deep relationships and an investment from institutional investors, RAM has the capital, expertise and the flexibility to structure the right deal for our partners. RAM was established to take advantage of the slow but steady recovery in the U.S. housing ... (view full description)

Joakim Mortensen

Chief Client Officer
CoreVest Finance

Joakim Mortensen has 20 years of experience in the finance industry, and is currently the Chief Client Officer and Head of Institutional Loans at CoreVest Finance, the leading private lender to residential real estate investors. During his tenure, the company has closed nearly $3 billion in loans. Prior to CoreVest, Joakim was Director of Business Development at LNR Property where he was responsible for acquiring distressed commercial real estate loan portfolios. He also led new loan originations for (a joint venture between LNR Property and Previously, Joakim was a Managing Director at Renaissance Companies, a real estate advisory firm to financial instituti ... (view full description)

Arthur Nevid

Managing Director & CIO
Mountain Real Estate Capital

Arthur Nevid is Managing Director and CIO of Mountain Real Estate Capital (MREC) which since 1993 has been a leading private financing source for real estate developers and builders. MREC provides equity capital in joint venture with leading residential land developers and homebuilders nationally. Since 2010, MREC and its joint venture partners have acquired land for the development of approximately 50,000 lots and/or homes, deploying approximately $1 billion of equity investment with 25 different operating partners in 20 states.  MREC and its principals have also purchased controlling interests in private homebuilding companies in Colorado, Florida and Utah. Arthur h ... (view full description)

Cortney Newmans

Director of Business Development
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor him ... (view full description)

Michael Nunziata

Division President
13th Floor Homes

No biography specified

Adam Peterson

JEN Partners LLC

Mr. Peterson joined JEN Partners in 2011, and is responsible for sourcing, underwriting and executing investment opportunities and new partnerships.  Before joining JEN, Mr. Peterson was a Senior Project Manager with Matthews Southwest, a Texas-based real estate developer where he managed a 1,500-acre master planned community in North Dallas.  He previously worked as a management consultant at Oliver Wyman in New York City. 

Mr. Peterson grew up in Toronto, Canada.  He graduated cum laude from Princeton University with a B.A. in Political Theory.

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)

Chris Raley

SCG Florida

No biography specified

Jack Rostetter

H&H Homes

No biography specified

Justin Savich

Founder & CEO
Market Tampa Investments

Founder & CEO of Market Tampa Investments Justin Savich is described by his friends and colleagues as a serial entrepreneur. Upon graduation, Justin acted as Investor Relations at a Land Development & Construction company. Not long after, he was recruited to be the regional head of land acquisitions for a worldwide commercial real estate services firm. After founding Market Tampa Investments, a private equity fund, which acquired, funded, and sold single family residential homes, he created the opportunity to have private capital partners in Joint Venture Transactions. This allowed Market Tampa to build a scalable pipeline that would transition the company to it’s next stage. In 2011 ... (view full description)

Roy Schneiderman

Bard Consulting LLC

Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC.  Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers’ Retirement System, the California Public Employees’ Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund.  The firm has a significant practice related to land development and homebuilding.  Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA).

Adam Schott

Director of Land Acquisition
Meritage Homes

No biography specified

Brian Scrone

Jax Investments

Brian Scrone is an entrepreneur, long time real estate investor and best selling author of What Matters Most - which hit #1 in the self-help & motivation category on Amazon when released in May 2017.   His passion and expertise lies in wealth creation, living a life focused on priorities, and building healthy relationships.  This has led him to speak on hundreds of stages around the world; to date Brian has executed more than $100 million worth of real estate transactions. His life summit is to surfing warm waves with his great-grandchildren on his 100th birthday.   Brian and his wife, Coco have 2 small boys, Zion ... (view full description)

Daryl Shevin

13th Floor Investments

As Chief Financial Officer of 13th Floor Investments, Daryl A. Shevin, CFA, oversees all financial, operational and accounting aspects of the firm and its investment vehicles, inclusive of all debt and equity structures.  Mr. Shevin is responsible for ensuring that 13th Floor’s stakeholders see timely returns on their investments as well as building and fostering the firm’s strong financing relationships. Mr Shevin has over 18 years of experience in the finance and investment industry. Under Mr. Shevin’s leadership, 13th Floor has been successful in the closing of over 500 million dollars of debt and 450 million dollars in equity across 40+ vehicles.  Mr. Shevin also leads 13th F ... (view full description)

Robert Siegel

Bilzin Sumberg

Robert M. Siegel is a Partner in the Corporate Group and is the Chair of our Commercial Finance Practice. He concentrates his practice in commercial finance, risk retention and other securitization matters, debt restructuring and loan workouts. He is experienced in all aspects of the Uniform Commercial Code, and in particular, secured transactions under Article 9. Formerly with a Wall Street based law firm, Bob has been involved in complex financial transactions nationwide and abroad. Bob was an asset-based lender and a commercial real estate lender for several years prior to entering law school, and he brings a strong business background to the practice of law. Bob has been consistently rec ... (view full description)

David Slyman

Placemaker's North America, LLC

David has over 30 years experience in residential, commercial and multi-family real estate. Co-founder of Placemaker's North America, LLC, where his day to day responsibilities include entitlements, strategic planning, business development, governmental affairs, asset management, sales and marketing, product development, design, pricing strategies, urban planning, development mix, construction,leasing, joint ventures, and legal. Most recent development is The Village of Providence in Huntsville, Alabama, a 300+ acre mixed-use development, including a wide variety of residential detached and attached, a thriving and ever growing town center, complete with a 107 key Hilton, 88 key Marriott, ov ... (view full description)

Ed Steffelin

Land Development & Homebuilding Investments Advisor
Independent Advisor

Edward S. Steffelin is Executive Vice President, Capital Markets at Walton Global Holdings (USA) Ltd. Within his role, Edward is responsible for institutional capital raising and managing development entities. Edward structures investment products in order to carry out the mission of the capital markets group at Walton Global Holdings, which is centered upon developing, marketing and managing Walton real estate development products for institutional investors.   Prior to assuming his current role, Edward held the position of President of Walton Asset Management. Prior to joining Walton, Edward served on the Board of Directors for Walton International Group (USA), Inc. For ... (view full description)

Timothy Sullivan

Managing Principal
Meyers Research LLC

Tim has more than 30 years experience in analyzing and valuing real estate development opportunities. He has developed the ability to interpret diverse statistics and trends and translate them into actionable plans. Tim’s personal commitment to his clients is to constantly assess the economy, real estate market and consumer trends to identify the newest and best ways to profitably invest and develop. During his career, Tim was senior manager with KPMG Peat Marwick’s National Real Estate Consulting Group before serving as principal of Hanley Wood Market Intelligence’s (formerly The Meyers Group) Real Estate Consulting Practice and his own firm. He earned an MBA with a con ... (view full description)

Bob Swainhart

Director of Professional Services
Constellation HomeBuilder Systems

No biography specified

Blake Thompson

Managing Director
Blake Investment Partners

As the founder, Blake was an original architect of the firm’s investment thesis and philosophy and has helped guide the application of those principles through an ever-changing, growing and dynamic investing environment. He has presided over the growth of the firm, overseeing its transition from a start-up to a regional enterprise with the infrastructure required to support various businesses and a diverse investor base. Blake plays a central role in creating new investment opportunities and focusing on a proper marriage between capital, new project procurement, and execution on approved business plans.

Mike Timmerman

Meyers Research LLC

Mike Timmerman, Senior Vice President and Florida Practice Leader, has over 30 years’ experience in the measurement and monitoring of economic trends used to guide clients in making informed real estate investment decisions. As Senior Vice President in the advisory practice, Timmerman is responsible for procuring and overseeing consultation assignments, many of which require unique analytical skills.  He is a frequent speaker at ULI and NAHB events and contributes to publications related to market trends.  Prior to joining Meyers Research, he founded MJT Realty Economic Advisors, a boutique consulting firm located in Naples, FL. His position as Senior Managing Director of Hanley ... (view full description)

Robert Vahradian

Senior Managing Director
GTIS Partners

Robert Vahradian is a Senior Managing Director of GTIS Partners, a global real estate investment management firm headquartered in New York with offices in Los Angeles and So Paulo, Brazil. GTIS has 60 employees and currently manages approximately $2.4 billion of committed equity, comprising residential, retail, industrial, office, hotel and mixed-use properties in the U.S. and Brazil. Mr. Vahradian runs the firms U.S. investment and asset management activities, and is a member of its investment committee.Mr. Vahradian joined GTIS Partners in 2006 and has 26 years of real estate experience. Previously, Mr. Vahradian was President of Allied Partners, a private real estate invest ... (view full description)

David Valiaveedan

Managing Partner
Domain Real Estate Partners

David G. Valiaveedan is Managing Partner of Domain Real Estate Partners a national investment firm targeting residential investment. Domain provides flexible capital solutions to homebuilders, land developers, and owners of land entitled for residential development.   Investment structures include land banking, joint venture equity and mezzanine debt / preferred equity for both land development and homebuilding. Domain seeks to invest alongside proven management teams with demonstrated experience in their local market.   Domain is capitalized by DW Partners, LP (“DW”) a global multi-strategy credit firm managing over $4 billion in assets.  The partners at DW, all of whom worked togethe ... (view full description)

Stylianos Vayanos

Chief Development Officer
Metronomic, Inc.

Dr. Stylianos G. Vayanos, is the Chief Development Officer at Metronomic, Inc. He is responsible for overseeing all planning, design, financing/funding, development, marketing, leasing and sales for the company’s real estate development projects. Throughout his career, Dr. Vayanos has garnered extensive knowledge of the South Florida market, as he sourced real estate opportunities and raised capital for profitable and socially-responsible developments in local communities. Dr. Vayanos holds a PhD in Business Ethics from Boston College, a PhD in Adult Education from the University of Athens in Greece, as well as an MBA in Strategic Management from Boston College. He is a licensed real estate ... (view full description)

Greg Weingast

EVP, Investments
Van Metre Companies

Greg Weingast joined the Van Metre Companies in 2015 and leads the Investment Properties’ acquisition process as well as external equity raising process for both Investment Properties and home building transactions. Greg brings over 30 years of acquisitions, structured finance, and asset management experience. Prior to joining the Van Metre Companies Greg’s career includes 17 years with Archstone and one of its predecessor companies the Charles E. Smith Companies where he served as Executive Vice President of Investments. Greg is a member of the Urban Land Institute and a past guest lecturer at American University in Washington D.C. 

Ali Wolf

Manager, Housing Economics
Meyers Research LLC

Ali Wolf is the Manager, Housing Economics for Meyers Research LLC in our Orange County office. In her role, she manages and analyzes content for Zonda and our published research. Prior to joining the Meyers team, Ali headed macro, regional, and metro-level monthly economic reports for a market research company. Ali was also a researcher for both the Canadian and UK Parliaments.

Ali holds a Bachelor’s Degree from The Ohio State University in Economics and a Master’s Degree from the London School of Economics in Real Estate Economics and Finance.

Peter Zalewski


Peter Zalewski, South Florida’s foremost real estate expert on the volatile condo market is founder and principal of five condo firms in Miami, including flagships and Condo Vultures LLC providing research and analytics for industry professionals. Under Zalewski’s direction, his firms have monitored condo construction and sales/leasing activity of more than 1,000 condo projects—built prior and post boom—located east of Interstate 95 in the tricounty South Florida region of Miami-Dade, Broward, and Palm Beach counties. Founded in 2011, - in conjunction with the Miami Association Of Realtors - provides extensive information on South F ... (view full description)

Gregg Ziegler

SVP & Treasurer
Toll Brothers, Inc.

Toll Brothers, Inc. ( (NYSE: TOL) is the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange (NYSE) in 1986. Toll Brothers serves move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 20 states across the U.S. and in the District of Columbia. Gregg joined Toll Brothers in 2002 within the Finance Department.  The Finance team serves as the firm’s in-house investment bank, Gregg and the team are responsible for Toll’s capital markets activities as well as its partnering relationships with ... (view full description)
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Phone: +1 (212) 901-0506
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Event Specific Contacts for 5th Annual Real Estate Private Equity Forum on Land, Homebuilding & Condo Development (East)


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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 (Please email us at 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 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 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.


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:

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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