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1217 Realty Group LLC, Portfolio Manager
29th Street Capital, Vice President – Southern California
5 Arch, CMO
AAGLA, Director of Membership & Sales
AAGLA, Manager, Marketing Communication Specialist
ACT INC, Dirc. of Technical Services
ACT INC, VP of Sales / Marketing
ADT, National Accounts Manager
AEW Capital Management, L.P., Vice President
Alexander Forrest Investments, LLC, Asset Services Manager
Alexander Forrest Investments, LLC, Director of Acquisitions
Alliance Property Management, Property Manager
Alliant Insurance Services, Inc., Senior Vice President
Alliant Insurance Services, Inc., Vice President
Alliant Insurance Services, Inc., SVP
Alliant Insurance Services, Inc., VP – Real Estate
Alliant Insurance Services, Inc., VP
Alpha Investing, Principal, Managing Director, Sr. Business Development Manager
American Group, Chairman
American Realty Advisors, Senior Director, Investment Group
Ammann Capital, Founder and Managing Principal
Amoroso Companies, General Counsel
Andell, Inc., VP
Andell, Inc., Managing Director, Real Estate
Apartment Association of Orange County, Director of Member Services
Apartment Association of Orange County, Advertising & Media Sales Director
ApexOne Investment Partners, Principal
APPA Real Estate, Founder & CEO
APPA Real Estate, Owner
APPA Real Estate, Acquisitions
ARA Newmark,
ARA Newmark, Director
ARA Newmark, Managing Director
Arc Capital Partners, Co–Founder & Managing Partner
Archon Homes, CEO
Archon Homes, Partner
Archway Corp., Director of Acquisitions and Capital Markets
Archway Holdings Corp., President
ARK Construction & Development Inc., Vice President
Armanino LLP, Senior Manager
Armanino LLP, Partner
Artemis Realty Capital, LLC, Associate Vice President
Ascent Multifamily Accounting, Partner
Associated Ventures, LLC, Managing Member & CEO
Associated Ventures, LLC, President
ATTOM Data Solutions, VP Data Sales
Aukum Group, President & CEO
Aukum Group, CEO
Aukum Group, VP of Acquisitions
Ausmerica LLC, Partner
Avidxchange, Regional Account Executive
AvidXchange, Marketing Event Coordinator
AvidXchange, VP, Vertical Sales & AP Automation Expert
AVS Communities LLC, Senior Vice President
Axis Development Group, Managing Partner
Bakerson, LLC, Founder
Barings Multifamily Capital, Director
Bascom San Francisco, Acquisitions Director
Bascom San Francisco, Acquisitions Analyst
Bascom San Francisco, Managing Director
Bascom San Francisco, Senior Acquisitions Analyst
Bassett Sales, LA & San Bernardino County Sales Manager
BCEG International Investment, General Manager
BCEG International Investment, Investment Manager
Bedford Portfolio Team, Senior Director Business Development
Beecher Carlson, Vice President
Beecher Carlson, VP
Beecher Carlson, Managing Director
Beecher Carlson, Assistant Vice President
Bel Air Internet, Director of Business Development
Bellaire Partners LLC, President
Benedict Canyon Equities, President & CEO
Benningfield Group, Director of Operations
Bentall Kennedy, SVP & Head of Development
Berkeley Point Capital, Senior Managing Director
Berkeley Point Capital
Berkeley Point Capital, Managing Director, Production
Berkeley Point Capital, AVP, Marketing
BHW Capital, Senior Principal
Birdview Properties, President
Black Creek Group, Real Estate Investment Strategist, Managing Director
Blackhawk Capital Group, Director
Bolour Associates, Principal
Bond Companies, Chairman
Bradford Properties, General Partner
Bridge Investment Group, Managing Director
Calcap Properties,
California Home Builders, CEO
Calvera Partners, Managing Principal
Canyon Partners Real Estate LLC, Vice President
Capital One, Senior Director Originations
Capital One, SVP
CapStack Partners, CEO
Castle Lanterra Properties, Head of Acquisitions
CBRE Capital Markets, Inc., Vice Chairman
Chabner Group a Boutique Real Estate Investment Banking firm., CEO
Champion Real Estate, Partner
Citivest, Inc., Managing Partner
CIVIC Financial Services, Account Executive
CIVIC Financial Services, Managing Director, Multifamily Lending
CIVIC Financial Services, Sr. Account Executive & Business Development
CIVIC Financial Services, Director of Sales
CIVIC Financial Services, Product Specialist
Clear Capital, LLC, Managing Partner
Clear Capital, LLC, Director of Finance
Clearwater Communities, Director of Financial Operations
Clearwater Communities, VP of Acquisitions
Clement Capital, Principal
CliftonLarsonAllen, LLP, Principal
CohnReznick, Client Relationship Executive
ColdWater Partners, Principal
Colony NorthStar, Vice President
Colony NorthStar, SVP
Colony NorthStar, Associate Vice President
Colony NorthStar, Senior Vice President
Columbus Capital Corporation, CEO
Commonwealth Land Title, V.P. – National Accounts
Commonwealth Land Title Commercial Division, Vice President National Account Manager
Community Enhancement Group, LLC, Managing Member
Conservice, VP | Sales
Conservice, Chief Sales Officer & Partner
Conventus Real Estate, Managing Partner
CoreVest, originations
CoreVest Finance, Chief Client Officer
Cornerstone Capital, LLC, Managing Member
Cowboy Partners, CEO/Owner
Cowley Real Estate Partners, President
Criterion Development Partners, Senior Vice President and Treasurer
Crown Bay Group LLC, Managing Partner
CWD Investments, Owner
Cypress Communities, LLC, Partner, Operations
Cypress Communities, LLC, Partner
Deels Properties, Asset Management
Deels Properties, Senior VP of Real Estate Operations
DiNapoli Capital Partners, Senior Associate
Diplomat CM, Partner
Draper & Kramer, Senior Vice President and CDO
DreamVest Capital Management, President
DreamVest Capital Management, Operations Manager
Dunleer, Principal
Dunleer, Founder
DVO Real Estate, Vice President, Acquisitions & Asset Management
DVO Real Estate, President
Dwelo, Regional Sales Manager
Dwelo, CEO
Dwelo, Founder
EBG Acquisitions, Founder
Elantex Properties, Principal
Elite Street Capital, Vice President of Acquisitions
Elite Street Capital, CEO
Empire Property Group, Managing Partner
Emrani & Associates, Director of Acquisitions
Emrani & Associates, President
Enenstein Pham & Glass, Shareholder
EQUIS Residential, Managing Member
EquityStake, Owner
Essex Property Trust, Inc., Preferred Equity Business Development
Everest Properties, Vice President and Assoc. GC
Everest Properties, Chief Operating Officer
evoke, Business Development Manager
Evoke Contract / Metropolitan, Architectual & Design Representative
Executive Dream, LLC, Owner
Ezralow Company, VP of Acquisitions
Fairfield Residential, Vice President – Acquisitions
Fannie Mae, Customer Account Manager, Multifamily
Faulkner Design Group Inc, Project Manager
Fintech Professionals Association, Executive Chair
Francis Capital Group, Chief Operating Officer
Francis Capital Group, Chief Executive Officer
Freddie Mac, Director  Underwriting & Credit, Western Region
Freedom Financial Funds, LLC, Principal & CEO
Freedom Financial Funds, LLC,
Freshwater Investments LLC, Managing Principal
G5, Key Account Executive
Gallatin Holdings, Principal
Gavilan Caoital, Chief Investment Officer
Gelt, Inc., Acquisitions Associate
Gelt, Inc., COO/Director of Acquisitions
Gelt, Inc., Acquisitions Manager
Gemdale USA Corporation, Director of Marketing/Development
Gemdale USA Corporation, Development Operations Associate
Gemdale USA Corporation, Acquisitions
Genesis Capital, Director of Market Expansion
Geraldine Barry & Associates, Principal
Golden Bee Properties, Vice President, Construction & Design.
Golden Bee Properties, President
Gomel Capital Partners, President
Grand China Fund, Vice President
Granite Capital Group, VP– Acquisitions
Greenhouse Ventures, Principal
Greenlaw Partners, Vice President of Finance & Accounting
GreenLite Holdings, LLC, Founder & Principal
GreenOak Real Estate, Principal
GreenOak Real Estate, Associate
GreenOak US, Partner & Head, West Coast
Greystone, Associate
Greystone, Managing Director
Greystone, Director
Greystone, Managing Director – Western Region
H.G. Fenton Company, CFO
H.G. Fenton Company, VP of Growth Markets
H.I.G. Realty Partners, Vice President
Hanes Properties, LLC, Director of Acquisitions
Hanford Investments LLC, Principal
Hanover Financial Company, Investment Director
Harridge Development Group, LLC, Director of Acquisitions
Haven Realty Capital, LLC, Managing Principal
HDS Group, Founder
Heritage Capital Group, CIO
HMC Assets, Director of Asset Management
HMC Assets, Co–Founder & Managing Partner
Holualoa Companies, Chief Investment Officer
Holualoa Companies, Acquisitions
Holualoa Companies, Acquisitions Manager
Homerock, LLC, Principal
Howard Law Group, Attorney
Hubilu Venture Corporation, VP of Investor Relations
Hubilu Venture Corporation, Chairman & CEO
Hubilu Venture Corporation, VP
Hubilu Venture Corporation, Vice President
Hudson and Marshall, CEO
Hunt Mortgage Group, Sales Analyst
Hunt Mortgage Group, Managing Director
Hunt Mortgage Group, Sr Vice President
Hunt Mortgage Group, VP
Hunt Mortgage Group, MD
iBorrow, VP of Originations
iBorrow, Investment Associate/Analyst
iBorrow, CEO
InDev, Principal
InSite Development, Founding Partner
Integrated Development, Principal
Integrity Housing, Acquisitions
Integrity Housing, President
Integrity Housing, Director
Intrepid Capital Investments, Managing Partner
Investment Funding Inc., President
Investor Management Services, Manager Marketing
IOTAS, Inc., Director, National Accounts
Irvine Asset Group, Founding Principal
Italkraft, Director of National Accounts
J.W. Shute Int'l, President
Jamboree Housing Corporation, Senior Director
James Investment Partners, Director
James Investment Partners, Managing Principal
JCAP Private Lending, Relationship Manager
JCAP Private Lending, Relationships Manager
JCAP Private Lending, CEO
JCR Capital, Director, Business Development
Jevan Capital, Founder
JLL, Managing Director
JLL Capital Markets, SVP
JLL Capital Markets, EVP
JLL Capital Markets, International Director, Multifamily
JMP Asset Management, Managing Director
Joes Financial,
Jordon Perlmutter & Co., Real Estate Acquisitions and Development
JPI Development, VP Development
JPI Development, EVP
JPI Development, SVP Regional Portfolio & Investment Management
JPI Development, Land Acquisitions Manager
JTCH Apartments, President
JUKAJARO/KISMET Asset Management, LLC, Managing Partner
Juniper Square, Strategic Account Director
Juniper Square, VP Marketing
Juniper Square, Managing Director
Kaplan Acquisitions, President
Kasa Properties Inc., Financial Analyst
Kasa Properties Inc., Co–Owner
Kasa Properties Inc., Development
KeyBank Real Estate Capital, Vice President
Knightvest, Vice President of Acquisitions
Lafferty Development, President
LendingOne, COO
LendingOne, Marketing Coordinator
Lev Investments, COO
Lev Investments, President and Founder
Lima One Capital, Director of Business Development
Lincoln Property Company, Regional Vice President
Lincoln Property Company, Vice President, Asset Management
Lincoln Property Company, Director
Lion Real Estate Group, LLC, Co–President
Living Opportunities Management Company, Vice President Property Operations
LJP Construction Services, President
Local Construct, Development Manager
LocalConstruct Inc, Chief Financial Officer
Loeb & Loeb LLP,
Loma Linda University, Investment Analyst
Loma Linda University Foundation, Director Investments
Lowe Enterprises, Senior Vice President
LT Global Investment, Inc, CEO
Luxer One, Regional Director
MACC Venture Partners, LLC, EVP, Member Principle
Madison Residential, Partner
Madison Residential, Managing Partner
Majority Capital,
Majority Capital, Principle
Marble Partners, Associate
Marble Partners, Investor
McCaffery Interests, Managing Director
McShane Construction Company, Director of Bus. Development
Metonic, Director Acquisitions & Due Diligence
Metroplex Realty, President
Metropolitan, Manager architect and design division
MFS Supply, Outside Multifamily Sales
MFS Supply, New Business Development
MFS Supply, CEO
MFS Supply, Marketing/Tradeshow Coordinator
MG Properties, Acquisition Director
MG Properties, CFO
MIG Real Estate, Director of Investments
MJD Capital Partners, Managing Partner
MJW Investments, Founder & President
Montgomery Partners, Acquisitions Lead Southern California
Morgan Group, Senior Vice President, Development
Mosser Capital Management LLC, Portfolio Manager
Mosser Capital Management LLC, Co–Founder & President
My Love Apartments, VP Operations
My Love Apartments, Property Manager
Mynd, Co–CEO & Co–Founder
Mynd Property Management, Business Development
Naborly, Director of Sales
Naborly, Director of Business Dev.
NAPA Ventures LLC, Co–CEO & Principal
NAPA Ventures LLC, Principal & Co–Founder
National Home Rentals, EVP,  Investments,Construction
New Standard Equities, Director, Acquisitions
New Standard Equities, Founder & CEO
Next Venture CREI, Partner
Next Venture CREI,
Nexus Commercial Real Estate, Principal
Nexus Commercial Real Estate,
Nexus Commercial Realty, Investment Advisor
Nexus Commercial Reatly, Sales & Operations Manager
Nicholas Residential, President & CEO
Nitya Capital & Karya Property Management, Founder & Managing Principal
NKF Capital, Managing Director
NMHC, VP, Capital Markets
NMS Properties, CEO
Oak Pass Capital Management, Managing Director
Oaktree Capital MGMT LLC,
Old Three Hundred Capital, Principal
Old Three Hundred Capital, Managing Partner
Orion Real Estate Partners LLC, Principal
Pacific Real Estate Partners, Inc., President
Pacific Urban Residential, Vice President Investments
PacWest Holdings, Founder
PacWest Holdings, Research Associate
Paladin Funding, Inc., President
Patina Capital, Principal
Peak Capital Partners, COO
Peak Investment Co., CEO
PeerStreet, Marketing Manager
Peerstreet, Head of Commercial Real Estate
PeerStreet, Head of Originations
PeerStreet, Director of Business Development
PGIM Real Estate Finance,
Phoenix Realty Group, President & CEO
Phoenix Realty Group, Managing Director
Pintar Investment Company, CFO
Pintar Investment Company, President
Pioneer Interests, Principal
PointCentral, Senior Account Manager
PointCentral, Director of Sales – Multifamily
PointCentral, National Account Manager
PointCentral, President
PPR Properties, Partner
Precision Equity, Busniness Analyst
Precision Equity, Owner
Prempoint Inc., CEO, Co–Founder
Priya Living, Founder & CEO
Promontory Investments, Founder
Province Group, Vice President
Quantum Capital Partners, Partner
Radius Properties, CEO
Raintree Partners, Associate
Real Estate Investor/Consultant,
Real Management Company, President, Broker
Real Wealth Network, Co–CEO
RealSource Properties, LLC, COO
RealtyMogul, Originator, President, Chief Executive Officer, Managing Director
RealtyShares, VP, Commercial Equity
RealtyShares, Director, Commercial Equity Investments
RealtyShares, Director of Investments
RealtyShares, VP, Commercial Debt Originations
RedBridge Capital, Partner
RedHill Realty Investors, Chief Investment Officer
RedHill Realty Investors, Senior Vice President
RedHill Realty Investors, Vice President, Acquisitions
REIG Companies, CEO
REIG Companies, Senior Acquisitions Manager
Related Management, Vice President
Rent Manager, Sales Representative
Rent Manager, Account Manager
Rent Manager, Event Coordinator
Rent SBG, Principal
Rently Keyless, Co–Founder
Rently Keyless, Product Manager
Rently Keyless, Client Success Manager
Rently Keyless, Account Executive
ResMan, RVP Sales
ReyLenn Properties, Vice President of Development
REZI, Sales Director – West Coast
Riverhill Enterprises,
RT Specialty LLC, Senior Vice President
RTR Investments, Owner
Sack Properties, Investment Manager
SALTO SYSTEMS, National Business Development Manager– Multifamily
Salto Systems, Marketing Coordinator
Sandstone Properties, Chief Financial Officer
Sares Regis Multifamily Funds, Senior Director
Schwartz Capital Group, Vice President
Schwartz Capital Group, Partner
Serrano Development Group, Development Associate
Shapell Properties, Regional Asset Manager
Shapell Properties, Director, Multifamily Development
Sheldon Development, Owner
Sierra Creek Apartments, Manager
Silverpeak Real Estate Partners, Managing Director
SJI Properties, Owner
Sklar Kirsh LLP, Senior Counsel
Sklar Kirsh LLP, Associate
Sklar Kirsh LLP, Founding Partner
Sklar Kirsh, LLP, Partner
South Bay Developers, Managing Principal
Southwest Montana Properties, Acquisitions Manager
Spring Oak Renovations, Investment Specialist
Spring Oak Renovations, Principal
Standard Management Company, Director
StarPoint Properties, Director of  Investments and Capital Markets
StarPoint Properties, Director of Multifamily Acquisitions
StarPoint Properties, Regional Manager
StarPoint Properties, Analyst
StarPoint Properties, CFO
Starwood Capital Group, Vice President
Stay Alfred, Inc., Director, Business Development
Stay Alfred, Inc., Vice President, Development
Stewardship Capital, Assistant Investment Manager
Strata Equity Group, Director
Strategic Realty Capital LLC, Managing Director
Strategic Realty Holdings LLC, Co–Founder
Summit & Crowne, Managing Partner
Summit Communities, Partner
Summit Communities, Owner/Investor
SunCal, Principal
SunCal, Senior Vice President, Multifamily
Sundance Bay, Director of Capital Markets and Investments
Sunstone Properties Trust, Director of Finance
Sunstone Properties Trust, CIO
Sunstone Properties Trust, President & CEO
SVN | Investment Sales Group, Managing Director
SVN | Investment Sales Group, Broker
SVN | Investment Sales Group, Advisor
SVN | TJF Investments, Senior Director
Symmons Industries Inc, District Sales Manager, West
Symmons Industries Inc, Director of Sales – MultiFamily
Symmons Industries Inc, Strategic Account Manager, Multifamily
Synergetic Investment Group, Acquisitions Manager
Synergetic Investment Group, CEO
Tax Advisors, Director of Client Relations
Taylor Street, Associate Director
Taylor Street, Managing Principal
TDC Pacific Properties, President
The Bascom Group, LLC, Managing Partner
The Bascom Group, LLC, Vice President – Acquisitions
The Bueno Group, CEO
The Calida Group, Director of Multifamily Acquisitions
The Dinerstein Companies, Development Associate
The Dinerstein Companies, West Coast Partner
The Greenspan Co./Adjusters Internationa, Vice President
The Greenspan Co./Adjusters International, Principal
The Grupe Company, Acquisitions Associate
The Hampstead Companies, Chief Financial Officer
The Laramar Group, LLC, VP, Investments
The Lighthouse Group, Senior Acquisitions Analyst
The Lighthouse Group, Director of Acquisitions and Asset Management
The Multifamily Group,
The Multifamily Group, Managing Partner
The Multifamily Group, Vice President
The Pollin Group, LLC, President
The Pollin Group, LLC, Director of Acquisitions
The Stratford Company, Founder & CEO
The Waterford Group, President
The Whitmire Group, LLC, Director of Acquisitions
The Wolff Company, Vice President – Development
Think Realty, Vice President of Media
Tides Equities, Co–Founder and Principal
TMC America, LLC, President
Treehouse Co–Living, CEO
Treehouse Co–living, COO
Trion Properties, Managing Principal
Trion Properties, Director of Acquisitions
Trion Properties, Managing Partner
TruAmerica Multifamily, LLC, Director, Transactions and Underwriting
TruAmerica Multifamily, LLC, Sr. Managing Director
TruAmerica Multifamily, LLC, Chief Administrative Officer
Tryperion Partners, Partner
Tudor Mcleod, Managing Partner
Turnstone Capital Management, CEO
Uhon Inc., Principal
Uhon Inc., VP of Operations
Uhon Inc., Financial Analyst
Uhon Inc., Administrative Assistant
United Development Group, Analyst
Universe Holdings, Investor Relations
Upwell Real Estate, CEO
Urban Public Companies, Principal
Urban Street Properties, Inc., CFO
Urban Street Ventures, inc., President
Urban Surfaces, VP Sales
Urban Surfaces, Business Development Specialist
Urban Surfaces, HR Manager
USA Properties Fund, Inc., Vice President of Acquisitions
Vale Capital, Inc., Founder/President
Vale Capital, Inc., CFO/Treasurer
Vantage Point Acquisition, Principal
Vaughn Management Group, Owner/President
VF Developments, Managing Partner
Vice Mayor, City of Healdsburg, President, DLH Realty Capital
Vie Management, VP
Virtus, Real Estate Practice Leader
Vista Investment Group, LLC, President & Co–Founder
Vivint, VP, Business Development
Vivint Smart Home, Director – Multifamily
Vukota Capital Management, Managing Principal
Walker & Dunlop, SVP, Capital Markets
Walker & Dunlop, Vice President
Walker & Dunlop, Assistant Vice President
Walker & Dunlop, SVP | Chief Marketing Officer
Wall Street Holdings LLC, Executive
Washington Capital Management, Inc., Vice President
Washington Capital Management, Inc., Portfolio Manager, Principal
Watt Companies, Finance Manager
Watt Companies, Finance Manager – Capital Markets
Watt Companies, Financial Analyst
Watt Companies, CFO
West Realty Group, Partner
West Realty Group, Principal
Westates Companies, President
Westport Capital Partners, LLC, Analyst
Windmill Investments, LLC, Founder & CEO
WJK Development Co., President
WNMS Communities, Acquisitions
WNMS Communities, Development
WNMS Communities, CEO
WNMS Communities, VP, Finance
WS Vested, Principal
Yardi Matrix, Account Executive
Yardi Systems, Account Executive
Yardi Systems, Industry Principal, Matrix
Yardi Systems, Regional Sales Manager, Matrix
Yardi Systems, VP, Matrix
Yardi Systems, Marketing Associate
Zego, Business Development Manager
Zego, CEO
Zego, Marketing Manager
Zillow Group, Senior Business Manager

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Phone: +1 (212) 901-0506
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Event Contacts for 2nd Annual Middle-Market Multifamily Forum (West)


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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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


    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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