180 Multifamily Properties, Founding Principal
1to1 Plans & Plutus21 Development, Co-Founder
20/20 Platinum Capital, Managing Partner/Co-founder
29th Street Capital, VP of Acquisitions - Texas
5C Legacy REI, Managing Partner
5C Legacy REI, Principal
5Q, SVP Strategic Partnerships
5T CRE, President and Principal
A&A Prosperity, Principal
Abacus Capital Group, Acquisitions
Abacus Capital Group, Director
Abundance Equity Partners, Investor/Syndication
Achieve Investment Group, Director of Acquisitions & Investor Relations
ADT Multifamily, Director of Sales
Advantage Self Storage Advisors LLC, Principal
AFI LLC, Chief Financial Officer
Agora, CEO
Agora, Head of Customer Success
Agora, Head of Marketing
Agora, Sales Development & Marketing
Agora, VP Of Business Development
Alexander Forrest Investments, LLC, Director of Acquisitions
Aligned Ventures, Chief Executive Officer
Aligned Ventures LLC, Chief Executive Officer
Aligned Ventures LLC, COO
Altus Group, Senior Manager, Property Tax
Anthem Capital, Founder
Anthem Capital, Principal
Apartment Advantage Group, Principal
Apex Plus Capital, Principal
AppFolio, Content & Readiness Manager
AppFolio, Customer Care Representative
AppFolio, Director, Events
AppFolio, Manager, Business Development Team
AppFolio, Senior Consultant
Appfolio, Sr. Director & Industry Principal
Appfolio Investment Management, Events Manager
AppFolio, Inc., Sr. Account Executive
Arbor, SVP, Sales
Archer Real Estate, Predictive Acquisitions
Arrowhead Group, Inc., Director/VP Operation
Ascent Multifamily Accounting, Marketing Assistant
Ascent Multifamily Accounting, Partner
Ashland Greene Capital, VP
Aspire Ventures, Principal
ASSA ABLOY Global Solutions, Director, Multi Family Apartment Sales
ASSA ABLOY Global Solutions, Global Communications Manager/ Marketing Director, Americas
Asset Living, Principal
Asset Living, VP
Asset Living, VP of Business Development
Astute Companies, LLC, Business Development / Portfolio Manager
Astute Companies, LLC, Founder / CEO
Asvalo Real Estate, President
Atlantic Investment Capital, Principal
Atrium Management Company, Partner
Azaria Equities, Owner
Bakerson, Property & Project Manager
Bakerson, LLC, Acquisitions Manager
Bakerson, LLC, Founder
Beam Investment Group, CEO & Founder
Bella Asset Management, CEO
BHW Capital, Senior Principal
BHW Capital, Vice President
Big Picture Multifamily Investments LLC, Managing Partner
Blackacre Commercial, President and Managing Director
BlackRiver Equity Partners, Founder/Managing Partner
Blue Ocean Capital LLC, Senior Managing Partner
Boardwalk Wealth, Director of Investor Relations
Boardwalk Wealth, Principal
Bowman, Executive Vice President
Bowman, Principal-Branch Manager
Bowman Consulting Group, Executive Vice President/Regional Manager
Braveheart Capital, President
Brazos Residential, Acquisitions
Brazos Residential, Managing Partner & Co-Founder
Brivo, Corporate Events Manager
CAF Funds, SVP
Calcap Properties, Managing Partner
Canopy Analytics, Business Development
Canopy Analytics, CEO
Capacity Invest, CEO
Capital Boutiq, Principal
Capital One, SVP Loan Origination
Caplify Group, CEO
Capstone, Managing Director
Capstone Apartment Partners, Director
Capstone Apartment Partners, Managing Director
Capstone Apartment Partners, Partner
Capstone Apartment Partners, Partner and Director of Business Development
Cardinal Group Management, Director of Business Developme
Casa Apartments, Director of Operations
CastleGreen Finance, an X-Caliber Capital affiliate, Managing Director – Capital Markets and PACE Programs
Catalyst Equity, Managing Partner
Catalyst Urban Development, Analyst
Catalyst Urban Development, Director of Asset Management
Catalyst Urban Development, Principal
CBX2 Properties, Principal
Cedar Equity Management LLC, Vice President
Centric Infrastructure Group, Business Development Manager
Centric Infrastructure Group, President and Chief Operating Officer
Centric Infrastructure Group, Special Relations
Centric Infrastructure Group, VP - Business Development
Chamberlain, Group Product Manager, LiftMaster Access Controls
Chamberlain Group, Builder Channel Lead
Chamberlain Group, Principal, Strategic Relationships
Chamberlain Group, Senior Marketing Manager
Chamberlain Group, Sr. Product Manager - Access Controls Hardware
Cherry Street Investments, Founder/Syndicator
CIVIC Financial Services, Product Development Associate
Civic Financial Services, Senior Multifamily Originator
CIVIC Financial Services, Sr. Account Executive & Business Development
Civitas Capital, Managing Director, Investments
Civitas Capital Group, Associate
Civitas Capital Group, Director, Asset Management
Claridge Properties, Founder
CLEAR Property Management, Director of Marketing/Biz Dev
Clearview Realty Finance, Vice President
Clik.ai, CEO
CM REI Group, Principal
Colliers, Vice President
Common, Director of Real Estate
Common, Senior Director
Core Property Holdings LLC, Manager
CoreVest, CMO
CoreVest, Event Manager
CoreVest, Production
CoreVest, Vice President, Relationship Manager
CoreVest Finance, Vice President
Covercy, Director of Sales
Covercy, Head of US Accounts
CRE Development Investments, Owner
CrestMarc Residential, Principal
Cushman & Wakefield, Director
Cushman & Wakefield, Senior Director, Multifamily Advisory Group
CVG Properties, Director of Acquisitions
Davidinvest, Managing Partner
DB Capital Management, CEO
Deepblocks, CEO
Deepblocks, CRO
Delawari Real Estate Group, owner
Dish Fiber, General Manager - Dish Fiber
DISH Fiber, National Strategic Accounts
Dish Fiber, National Stratigic Accounts
Dish Fiber, Strategic Account Manager
Dish Fiber, Strategic Marketing and Events Manager
Disrupt Equity, Co-Founder
DLP Lending, Director of Elite Relationships
Domuso, Director of National Sales
Domuso, National Sales Director
Dwelo, Inc., Regional Sales Manager
Eagle Property Capital, VP Asset Management
East Coast Parking Boss, Director of Sales
Eastchester Equities, Senior Associate
Eastchester Equities,inc, President
Elevate Commercial Investment Group, CEO
Elkhorn Capital Partners, Managing Partner
Elmington Property Management, President
ePropertyCare, Chief Revenue Officer
EquityMultiple, Capital Markets Director
EquityMultiple, Chief Revenue Officer
EquityMultiple, Investor Relations Associate
EquityMultiple, Managing Director of Investor Relations
Everest Holdings, President and CEO
Exos Financial, Director
Exponential Property Group, Managing Principal
Extenteam, Founder
Extenteam, Head of Sales - Multifamily
Extenteam, Managing Director
EZ Real Estate, CFO
EZO Capital Group, Founder and Managing Director
FactRight, LLC, Vice President of Business Development
FCP, Analyst Asset Management
FCP, Asset Manager
FCP, Vice President
Figure Eight Properties, Owner
First Continental, Senior VP
First Republic Bank, Managing Director
FivePoint Capital Management, Partner
Flagship Capital Partners, Equity Provider
Flagship Capital Partners, MD, Chief Production Officer
FM Capital, Broker
FM Capital, Executive Vice President
Fortress PropTech, Director of Marketing
Fortress Technology Solutions, CRO
Fortress Technology Solutions, Senior Account Executive
Freeman Lovell PLLC, Lawyer
Gage Multifamily Services, Business Development Director
Gage Multifamily Services, Director of Business Develop
Galaxy Prime Investments, Founder/Syndicator
Genesis, Regional Vice President of Sales
Genesis REI Group, Principal
George Smith Partners, Assistant Vice President
GFI Realty, Investment Sales
GFO Companies, Senior Vice President
Gold & Rosenblatt LLC, VP of Acquisitions
Golden Arrow Equity Partners, COO, VP of Underwriting
Golden Arrow Equity Partners, Founder & CEO
GoodLife Housing Partners, Investment Analyst
GoodLife Housing Partners, Partner
Gotham Private Capital LLC, Managing Principal
GPARENCY, Account Executive
Greystar, Managing Director
Greystone, Director
Greystone, Event Manager
Greystone, Managing Director
Greystone, Managing Director- Debt
Greystone, Vice President
Griffin Riley Property Group, Business Manager
Griffin Riley Property Group, Development Manager
Griffin Riley Property Group, Principal
Griffin Riley Property Group, Vice President
Hanford Investments LLC, Principal
HappyCo, Director of Marketing & Events
HappyCo, Director of Sales
HappyCo, Regional Sales Executive
HappyCo, VP of Multifamily & Partnerships
Harbert Management Corp., Director, US Real Estate
Harris Investment Group, Head of Investor Relations
Harris Investment Group, President
Helu Capital, Chief Operating Officer
Helu Capital, President/CEO
Henri, Chief Revenue Officer
HFS Capital Partners, Director
Highgates Group, Principal
HLC Equity, CEO
HLC Equity, Director of Acquisitions
HLC Equity, Principal
HLC Equity / PropTech360, Principal
Home First Partners Inc., Vice President
Home First Partners, Inc., President & CEO
Hung Enterprises Inc, Analyst
Hung Enterprises, Inc., President
Innovative Multifamily Investments, Principal
Innovative Multifamily Investments, Treasurer
Inspectify, VP of Business Development
IntegraTrust Capital, Attorney at Law / Broker
InvestNjoy Capital, Partner
iStorm Group, Founder/CEO
iStorm Group, iStorm Group
iStorm Group, Risk Management Consultant
J.P. Morgan, Executive Director
JLJ Capital LLC, CEO
JMM Enterprises, Partner
JMM Enterprises, President
John Burns Real Estate Consulting, Vice President
Juniper Square, Business Development
Juniper Square, Director, Field Marketing
Juniper Square, Events Coordinator
Juniper Square, Manager, Partnerships
Juniper Square, Strategic Account Director
Kairoi Residential, CFO-Property Management
Kastle Systems, Business Development Manager
Kastle Systems, Regional Sales Manager
KAVI Capital, Managing Partner
Kendu-Bay Properties, CEO & Founder
KeyBank Real Estate Capital, Sr. Mortgage Banker
KeyBank Real Estate Capital, Vice President, Senior Mortgage Banker
Khoi Holdings, Investor
Khoi Holdings, Managing Member
Knight REI Group, Owner
Lakeline Properties, Managing Partner
Landmark Properties, Inc., Associate Vice President Client & Acquisition Services
LAR Group, Civil Engineer
Latch, Channel Account Executive
Latch, Enterprise Account Manager
Lead Equity Group, Partner
Leap, Director Business Development
Leap, Director of Business Development
LeaseProbe/Real Diligence, Associate Vice President
Lending One, Direct of Multifamily Originations
LendingOne, Marketing Specialist
Leone Real Estate Partners, Managing Partner
Lev, Capital Markets
Lev Capital, Sr. Broker
Life Changing Capital, Founder & President
Lightbulb Capital Group, Asset Manager
Lightning Tree Capital, Chief Investment Officer
Lima One Capital, Business Development
Lima One Capital, Head National Accounts & Com. Lending
Lima One Capital, Marketing Director
Lima One Capital, Sr. Commerical Loan Originator
LiveNJoy Residential LLC, Managing Partner
Lobby CRE, Account Executive
Lobby CRE, CEO
Lobby CRE, VP of Marketing
Lodgeur, CEO
Lodgeur Incorporated, Co-Founder
Lonestar Development Partners, Director of Capital Markets
Lonestar Development Partners, Principal
Lorren Capital, Managing Partner
Lorren Capital, Principal
LUMA Residential, President
Lument, Assistant VP, Marketing & Events
Lument, Business Development Officer
Lument, Managing Director-Originations
Lument, Vice President
Lument, Vice President, Originations
Luminous, Director of Marketing
Luminous, Multifamily Sales Executive Assistant
Luminous Residential, Director of Sales East Coast
Luxer One, Vice President
Lynd Company, VP
Lynd Living, CEO
M&W Law PLLC, Partner
Madera Residential, Acquisition Associate
Madera Residential, Acquisitions Associate
Madera Residential, Asset Manager
Madera Residential, Director of Acquisitions
Madera Residential, Marketing Coordinator
Madison Commercial Real Estate Services, Business Development Coordinator
Madison SPECS, VP of Business Development
Magma Equities, Partner
Manglar Capital, Managing Partner
Manhattan West, Director, Investor Relations Real Estate
Masina Multifamily, Principal
Masters Investment Group, LLC, Managing Partner
Maxwell Ellis Holdings, Partner
MCB Capital, Chief Revenue Officer
MCB Capital / Settled Nomad Homes, Property Coordination Lead
MDM Investments of Memphis LLC, President
MDS Homes, Principal
Meridian Capital, Vice President
Meridian Capital Group, Managing Director
Meridian Capital Group, Vice President
Meridian Capital Group, LLC, Broker
Meridian Capital Group, LLC, Head of Marketing, Managing Director
Metric Property Management, President of Property Management
Millennial Specialty Insurance, Director of National Sales
Montclair Ventures, Principal
Moss, VP – Project Management Consultant
MPI Family Office, Principal Member, VP of Acquisitions & Asset Management
Multifamily4you, CEO
MXD Capital, Principal
Napier Park Global Capital, Vice President
National Flood Experts, Director of Sales
National Flood Experts, National Account Executive
National Flood Experts, Sales Enablement
Navi Ventures, Partner
Neuma Capital, President
NeuRock Capital, Acquisitions
Newmark, Managing Director
Newmark Title Services, National Sales Director
Newmark Title Services, Senior Managing Director of Business Development
NexMetro Communities, Asset Manager
Norte Verde / NV Real Estate, VP
NorthMarq, Senior Vice President
NorthMarq, Senior VP
Nuveen, Sr. Director - Originations
Nuveen Green Capital, Associate Director
Obligo, CEO
Obligo, Co-Founder & COO
Obligo, Sales
Obligo, VP of Sales
Obsidian Capital, Owner
Olive Tree Holdings, Associate
OMNIA Partners, Multifamily Housing, Managing Director
OmniKey Realty, Co-Founder and CFO
OmniKey Realty, Vice President
ORP Investments, Inc., President
PaperFree.com Capital Partners, Partner, CXO
Parkview Financial, Loan Analyst
Paseo Capital, Principal
Peak 15 Capital, Managing Director
Peak 15 Capital LLC., Managing Partner / Founder
Peak Rock Capital, Principal
Peak Rock Capital, Vice President
PEAX Development, CEO
PEAX Development, CFO
Peek, National Partnerships Manager
PetScreening, Dir. Education & Outreach
PetScreening, VP
PGIM Real Estate, Executive Director
Pilot Legacy Equity Group, Principal
Pilot-Legacy Private Equity Group, Director of Development
Pilot-Legacy Private Equity Group, Director of Investor Development
Pilot-Legacy Private Equity Group, Director of Operations
PointOne Holdings, LLC, Director of Acquisitions
Preqin, Associate, Business Development
Preqin, Senior Associate, Business Development - Core
Private Equity Entrepreneur and Lawyer, Private Equity Entrepreneur and Lawyer
Property Rock, LLC, President / CEO
QC Capital, Principal
Quattro Capital, Director of Acquisitions
Quattro Capital, Director of Transitions
Quattro Capital, Director, Investor Relations
Quattro Capital, Founder, Asset Manager
R&S Realty, Principal
Rajajoshiwala, Paresh, Principal
RangeWater Real Estate, Director, Property Management
RangeWater Real Estate, Managing Director
RCN, Lead Loan Officer
RCN Capital, Chief Marketing Officer
RCN Capital, Director of Multi-Family Finance
RCN Capital, Executive Director
RCN Capital, Loan Officer
Ready Capital, Associate
Ready Capital, Director of Marketing
Ready Capital, Executive Director, Marketing
Ready Capital, Managing Director and Co-Head - National Bridge Lending
Ready Capital, Vice President
RealEstateAccounting.co, Sales Director
RealFoundations, EMC, Executive Committee
RealFoundations Inc, Application Specialist III
RealFoundations Inc, Enterprise Managing Consultant
RealFoundations Inc, Marketing
RealPage, VP, Head of Economics and Industry Principals
RealPage Investment Management, Sales Development
RealPage, Inc, Account Representative
RealPage, Inc, Corporate Event Planner
RealPage, Inc, VP, Multifamily Corporate Sales
RealPage, Inc, VP, Multifamily SMB Sales
RealtyMogul, Vice President
Red Oak Financial LLC, Regional Director-Central U.S.
Redeem Investments, Principal
RedHill Realty Investors, Analyst, Investments Group
RedHill Realty Investors, SVP & Director, Investments Group
redIQ, Account Executive
redIQ, Business Development Rep
redIQ, Managing Director
REM Capital, Marketing
REM Capital, VP Property Management
Rently, Account Executive
Rently, Client Success Manager
Rently, Manager of Field Marketing
Rently, Senior Account Executive
Renu, National Account Executive
RENU, Vice President
Renu, Inc., Dir of Business Development
Renu, Inc., Dir of Restoration
Renu, Inc., National Account Executive
ResiDesk, Account Executive
ResMan, CEO
ResMan, President
ResMan, Sales Executive
ResMan, Senior Project Manager
REV, Co-Founding Principal, President &
REV The Multifamily Leasing Company, Director of Technology and R&D
REV The Multifamily Leasing Company, Director, Business Development
REV The Multifamily Leasing Company, Training Manager
RGX Invest, Executive Vice President
Rhino, Business Development Representative
Rhino, Events Manager, Brand & Content
Rhino, Senior Mid Market Account Executive
River Oak Risk, LLC, Managing Director
Riverbend Lending, National Sales
Rock Capital Partners, Owner
Rocket Station, COO
Rocket Station Virtual Staffing, CEO/Founder
Rocket Station Virtual Staffing, Partner & National Director of Business Development
Rockstar Properties, Partner
RSN Property Group, Founder
S2T Properties, Principal
Saffron Valley Capital, Acquisitions
Sahara Equity, Principal & Cofounder
Sahara Equity, Principal & Co-Founder
Second Nature, CEO & Co-Founder
Second Nature, VP of Revenue
Sequoia Properties & Management LLC, Owner
Shakti Capital, Principal
Sharestates, Regional Director
Sharestates, SVP
Sheridan Capital, Director of Originations
Sig Cap Group LLC, Principal
SJI Properties, Owner Operator
SJI Properties, Principal
Smart Package Room by Position Imaging, Director of Sales
Smart Rain, Business Development Manager
Smart Rain, VP of Sales
SmartRent, Regional Sales Executive - Revenue
SmartRent, Senior Events Manager
Southwestern Better Solutions, Principal
Southwestern Better Solutions, Sr. Managing Partner
Spaxel Company, Director of Acquisitions
StageCoach Equity, Principal
Stoneweg, Director of Acquisitions
Stoneweg US, Acquisitions Analyst
Stoneweg US, Transaction Manager
StoveTop FireStop, Account Manager
StoveTop FireStop, Account Rep
Strategic Properties, Principal
Strategic Property Investment, Principal
Stryker Properties, Founder
Suddenlink, MDU Account Executive
Suddenlink, Sr. MDU Manager
SVN | SFR Capital Management, Director of Development & Construction
Swain & Baldwin Insurance, Inc., Risk Manager
Swapna Enterprises Inc., Principal
Sweetwater Companies, CEO
Swiftlane, Account Executive
Swiftlane, Founder + CEO
Swiftlane, Head of BD/Founding Member
Swiftlane, Marketing
Swiftlane, Multifamily Sales Director
Symphony Capital, Principal
SyndicationPro, Account Executive
SyndicationPro, Business Development Rep
SyndicationPro, CMO
TAM Residential, Director of Client Services
TAM Residential, Executive Vice President
TAM Residential, LLC, CEO & Founder
TASORO, Chief Operating Officer
TASORO Products, Sales Director
TASORO Products, Sr. Vice President
TASORO Products, Sr. Vice President, Sales & Marketing
TASORO Products, VP of Sales
TCN Investments, President
TDMultifamily, Principal
Tenant Turner, Customer Success Specialist
Tenant Turner, Field Marketing Manager
Tenant Turner, Sales Consultant
The Beneficient Company Group, L.P. (BEN), VP Underwriting
the charis group, CEO
The Kalt Group, Acquisitions Manager
The Kingly Group, CEO & Founder
The Kor Group, Principal
The Kor Group, Senior Analyst
The Multifamily Group, Advisor
The Multifamily Group, Associate
The Multifamily Group, Chief Operating Officer
The Multifamily Group, Managing Director
The Multifamily Group, Managing Partner
The Shelter Companies, LLC, Managing Partner, Co Founder
The ValCap Group, LLC, Director of Acquisitions
The Wolfe Firm, Acquisitions
Third Coast Capital, CO-Founder and Managing Partner
Thirty Capital Financial, CEO
Thirty Capital Financial, Senior Analyst
Thomson Multi Family Group, Managing Member
TM1 Capital, CEO
Tower Capital, Principal
Trident Mulitfamily, Co-Founder
Trident Multifamily, EVP Investments
Trident Multifamily, Managing Partner
TriGate Capital, Vice President
Triple Point Capital, Principal
TrustHab, Director of Sales
Tule Capital, Managing Principal & CoFounder
Tulsa Property Group, Asset Manager
Tulsa Property Group, Principal, Development
Tulsa Property Group, Principal, Management
TWT Multifamily, Principal
Upside Capital, Acquisitions & Asset Management
Urban Communities, LLC, Associate, Investor Relations & Capital Markets
Urban Communities, LLC, VP, Investor Relations & Capital Markets
Urban CRE, LLC, Principal Broker
Urvi Capital (UVC), Managing Principal
Valcap Group, Asset Manager
Valcap Group, Director of Investor Relations
Valcap Group, President
Valiant Enterprises, Vice President
Valley of the Moon Investments, LLC, Director of Acquisitions
Valley of the Moon Investments, LLC, Director of Investor Relations
Venterra Realty, Director of Acquisitions
VictoryBase, CEO
VictoryBase, VP development
Viking Capital LLC, Texas Operations
Violet Holdings, Founder
Virtus, COO & General Counsel
Virtus, Producer
Virtus, Real Estate Practice Leader
Virtus, LLC, Producer
Wagers Capital, Owner
Walker & Dunlop, Vice President
Wedgewood, Executive Vice President
Wedgewood, Sr Director Wedgewood Commercl
Western Securities Limited, Director of Multifamily Assets
WindMass Capital, Associate
Wogan Due Diligence, Analyst
Wogan Due Diligence, Director of Development
Wogan Group, Marketing Specialist
Wogan Group, President
Wolf Creek Capital Partners, Principal
X-Caliber Capital, EVP Originations
X-Caliber Capital, EVP, Affordable Housing Solutions
Yankee Capital Partners, Chief Executive Officer
Yankee Capital Partners, Manager of Acquisitions
Yardi Systems Inc., Account Executive
Yardi Systems Inc., Event Planner, Corporate Events
Yardi Systems Inc., Regional Manager, Sales
Yardi Systems Inc., Vice President
Zane CRE, Director of Operations
Zane CRE, Principal

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Event Contacts for 5th Annual Middle-Market Multifamily Forum (Southwest)


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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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