Joseph Arie

Exec VP & Managing Director
CIBM Bank

Mr. Arie is a seasoned banker of over 40 years. During his tenure in the banking industry, Mr. Arie has held executive management positions in all areas of running a bank. He has been a "keynote speaker" at several National Banking conferences speaking on the subject of Business Banking and Small Business Lending. In 1994 he received the US Small Business Administration's Financial Advocate of the Year Award. In 1995, President Clinton appointed Mr. Arie to be 1 of 80 Presidential Delegates at the White House Conference on Small Business. From 1995 to 2005 Mr. Arie was on the Board of Directors of The National Association of Government Guaranteed Lenders, NAGGL (the national trade associatio ... (view full description)

Todd Baldi

Senior Vice President of Portfolio Management
Bank Financial

Todd Baldi is a Senior Vice President of BankFinancial  in Burr Ridge, IL, which serves the Chicagoland area. At BankFinancial, Todd oversees the portfolio managment for all Commercial Real Estate, Leasing, C&I and National Healthcare Lending. Todd is a nationally recognized subject matter expert in the field of restructuring, loan workouts, liquidation, bankruptcy and turnarounds. His career spans 20+ years and includes work with name brand companies such as Merrill Lynch, Bank of America, American Express and Berkshire Hathaway. Todd is a proud graduate of San Diego State University and received his MBA from Illinois Institute of Techology. He is a Certified Tur ... (view full description)

TJ Barlow

Special Assets Account Manager
InTrust Bank

No biography specified

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Cam Childs

SVP
Directed Capital

Mr. Childs joined Directed Capital in 2008.  He directs a team of portfolio managers and analysts engaged in the Company’s asset acquisition activity including deal sourcing, underwriting, valuation and execution.  Mr. Childs ensures the Company maintains its underwriting standards while adhering to the bid and closing timeframes expected by sellers.  Mr. Childs has also been responsible for directing the team’s efforts to increase the Company’s acquisition opportunities by expanding its extensive national network of contacts.  In prior roles with the Company, Mr. Childs has worked across the platform including financial analysis, asset management, and providing support in the Company’s cap ... (view full description)

Jillian Cole

Partner
Taft Stettinius & Hollister LLP

No biography specified

Tim Donovan

Turnaround Consultant
Advanced CFO

No biography specified

Rebecca Fruchtman

Assistant General Counsel and Senior Vice President
Bank of America Merrill Lynch

Rebecca O. Fruchtman.  Ms. Fruchtman is currently a Senior Vice President and Assistant General Counsel at Bank of America Merrill Lynch where she acts as general counsel to the Bank’s Business Capital line of business (US Central Region) on asset based lending facilities up to $1 Billion, workout and bankruptcy matters.  Previously Ms. Fruchtman served as counsel to the Bank’s Global Transaction Services Global Trade and Supply Chain Line of Business (2012 to 2017).  Prior to joining the Bank, Ms. Fruchtman was a founding partner of Baer Higgins Fruchtman LLC, a law firm focusing on complex bankruptcy and restructuring matters and before that, was an attorney in the Kirklan ... (view full description)

Jan Furey

Senior Vice President
Columbia Bank

JAN FUREY is a Senior Vice President with Columbia State Bank in Tacoma Washington.   Columbia State Bank is one of the fasted growing community banks in the Northwest with over 150 branches in Washington, Oregon and Idaho. Columbia gained recognition from Forbes Magazine as one of the Best Banks in America in 2017.  Ms. Furey manages a portfolio of $70 million for Columbia in non-performing assets consisting of diverse commercial credits that include asset- based lines of credit, equipment and real estate loans.  Her responsibilities include leading a team of attorneys, receivers, and liquidation specialists to manage the collateral liquidation process.  She also evaluates, anal ... (view full description)

Diane Gallion

EVP & GGL National Director
Radius Bank

Ms. Gallion has over 40 years in the national banking and lending industry.   Diane currently heads Radius Bank’s Government Guaranteed Lending (GGL/SBA) program and is based in Chicago, IL.  Diane’s career has included various roles of leadership, in the commercial and small business lending space.  Diane has managed sales, credit, and operational teams, at large national banks and community banks finding solutions for business clients.  Ms. Gallion holds a Bachelors of Business Administration and is a member of the Board for the National Association of Government Guaranteed Lenders (NAGGL) where she also has tenor as one of their esteemed educators in the SBA 7(a) Program.

Bryan Glover

Attorney
Foster Pepper PLLC

No biography specified

Kenneth Grams

Director
Kinetiq Group

Kenneth W. Grams. High-achieving banking executive with more than 20 years of experience in asset management, quality growth initiatives, and as a straight speak strategist in the financial services industry (a community institution focus). An exemplary career history serving on c-suite committees to unify enterprises and administer effective leadership for... Commercial Banking, Mortgage Banking, and Retail Lending.  Visionary leader with the proven ability to direct multi-billion dollar financial institutions, while producing a measurable record of success. Dedicated professional adept at identifying and leveraging opportunities to enhance value propositions and strategic planning to achie ... (view full description)

Ben H. Harris, III

Partner
Jones Walker LLP

Ben Harris is a partner in the firm's Business & Commercial Litigation Practice Group and practices from the firm's Mobile office. His practice includes complex civil litigation, securities litigation, and litigation involving financial institutions, and he represents financial institutions in lender liability actions, suits to enforce creditors' rights, and in suits relating to operational matters. Mr. Harris also represents troubled financial institutions and their officers and directors across the country. Recently, Mr. Harris obtained successful jury verdicts in complex, multi-million-dollar cases in the United States District Court for the District of New Jersey and in t ... (view full description)

David Harrison

Senior Vice President
Midland Loan Services, a PNC Real Estate business

Mr. Harrison joined Midland in 2010, and is currently a Senior Vice President in the Real Estate Solutions Group. He is responsible for business development and client relations for Midland’s special servicing and asset management engagements, the negotiation of Midland’s servicing agreements as both a Special and Master Servicer, and for oversight for the conduit due diligence and special servicing platforms. Before entering special servicing, David was a Senior Director at Fitch Ratings where he ran a new deal rating team on the CMBS side, and was part of the team responsible for the implementation Fitch’s CRE CDO rating methodology. David has also held other related positions at Key Bank ... (view full description)

Michael Healy

Managing Member
Gardner Standard LLC

Mike is the Managing Member of Gardner Standard LLC, a private investment firm that invests in small middle-market companies, often in situations where the incumbent senior lender is requiring the existing owners to refinance or contribute additional equity.  Mike is responsible for Gardner Standard’s investment activities in a variety of industry segments, including manufacturing, aerospace & defense and industrial services.  Mike leads Gardner Standard’s investments in McNally Industries, LLC, a manufacturer of military-grade pumps, ammunition hoists and gun components, and Mid Valley Industries, LLC, a manufacturer of precision machined components and subassemblies for the mining a ... (view full description)

Jeffrey Jamison

Senior Counsel & VP
BMO Financial Group

No biography specified

Tom Kelly

Partner
Dorsey & Whitney LLP

Tom is a partner in and co-chair of Dorsey’s Finance and Restructuring Practice Group. His practice focuses on representing creditors in bankruptcy and out-of-court restructurings and representing providers of mortgage warehouse finance facilities. Prior to his return to law practice in 2008, Tom was the Senior Credit Officer for Default Management for GMAC-RFC’s warehouse lending and correspondent loan purchase businesses. Tom also has extensive experience in all forms of commercial finance, including leveraged acquisitions, asset-based financings, syndicated lending facilities, subordination agreements, purchases and sales of financial assets, and other credit-related transactions ... (view full description)

Jason Kuwayama

Shareholder
Godfrey & Kahn, S.C.

No biography specified

Thomas Le

SVP
Heartland Bank and Trust Company

No biography specified

Thomas Lerner

Lawyer
Stokes Lawrence, P.S.

Tom Lerner practices in the areas of creditors' rights, business litigation, employment law, and physician representation in business matters, out of Stokes Lawrence's Seattle office. He leads the Stokes Lawrence Financial Services practice, and focuses on bankruptcy, loan documentation and enforcement of promissory notes and guarantees, foreclosures, receiverships, and workout negotiations and restructurings. He also has an in-depth experience in the areas of business litigation, employment law, and physician representation in business and employment matters. Tom often works with closely held businesses advising on business and employment matters, contract matters, and litigatio ... (view full description)

Jeff Malach

Manager - Finance Division
Barnett Capital

No biography specified

Matt McKinlay

Partner
Advanced CFO

Matt McKinlay is a partner at Advanced CFO, where he leads the turnaround and restructuring division.  He has 18 years’ experience working with a wide array of companies in multiple industries as a senior leader.  Matt has been CFO, CRO or Receiver of numerous companies and is skilled at helping solve difficult financial and operational challenges.  Matt graduated from the Marriott School at Brigham Young University with an MBA in Finance as a Hawes Scholar, and pursued a career in the Midwest with three Fortune 50 retailers in ever-increasing roles such as financial analyst, financial manager, and director of finance, planning and analytics.  Since 2007, Matt has worked for small to mid-siz ... (view full description)

Robert Milam

Director of Acquisitions
Summit Investment Management

Director of Originations at Summit Investment where I am responsible for sourcing commercial debt purchases from financial institutions. We primarily purchase stressed and distressed commercial debt. It can be direct loans, portfolios or pieces of syndicated credits. We buy C&I loans, commercial leases and debt secured by real estate including real estate with environmental issues. Former Positions - Vice President Bayside/HIG Capital. TD Bank - Senior Workout Officer responsible for all workouts in the Southeastern part of the US. South Financial Group - Director of Special Assets. Regions Bank - Director of Special Assets. SouthTrust Bank - Manager Commercial Special Assets Department. ... (view full description)

Nicholas Ocepek

SVP
U.S. Bank

No biography specified

Robert Orr

Principal
Sandton Partners

Robert has over twelve years of financial services experience. Prior to opening the North Carolina office for Sandton Capital, he was part of the 2005 founding team at the de novo Square 1 Bank, where he held a variety of general management and corporate development roles in growing that institution to over $1 billion in assets. Prior to that, he was a management consultant, most recently with The Monitor Group. At Monitor, he had extensive experience advising financial institutions and other large corporate clients on growth strategies. He received his MBA from the Stanford Graduate School of Business and his BA from University of North Carolina (Chapel Hill).

Timothy Patenode

Partner
Katten Muchin Rosenman LLP

Timothy J. Patenode is the head of Katten's Chicago Real Estate Litigation practice and serves as Deputy General Counsel to the firm's Chicago office. Tim is an accomplished commercial litigator with a concentration on significant and complex real estate disputes. Tim's lender practice focuses on debt and collateral recovery. His developer practice centers on construction defects, delays and payments as well as zoning issues. His experience spans multiple business cycles. He represents major real estate investment trusts, national and regional banks and high-profile insurance companies in matters throughout the United States. In the 2008-2009 real estate recession, he handled, or ... (view full description)

James Paul

Director of Receivership
ALPS Group

ALPS Group specializes in State and Federal Receivership, Property Management, Property Preservation & Construction and Real Estate Sales & Leasing. ALPS Group services are provided nationwide.   Service types include retail, golf courses, mobile home parks, residential and mixed use developments, multi-family, gas stations, car washes, storage facilities, medical facilities, hotels/motels, restaurants, mid-rise, condominiums, daycares, warehouses, office parks, OEM, construction sites, equities recovery, business operation and disolution. ALPS Group provides a wide range of cost-effective services, including assisting clients manage and maximize the value of ... (view full description)

Nathan Race

Vice President & Senior Research Analyst
Piper Jaffray

Nathan Race is a vice president and senior research analyst responsible for covering Midwest banks. Prior to joining Piper Jaffray in 2015, Race spent four years as a SMID cap bank equity research analyst at Sterne Agee. Previously, Race worked for a proprietary commodities and options trading firm at the Chicago Board of Trade as well as for a Chicago-based commercial bank. Race earned a bachelor’s degree in economics and international business from Rollins College.

Victor Roehm

Partner, Banking and Finance Group Chair
Sussman Shank, LLP

No biography specified

John Rothschild, Jr.

Director, Management Services, Receivership/Special Assets Group
Newmark Knight Frank

As the director of Newmark Grubb Knight Frank’s Receivership and Special Assets Group, John Rothschild is responsible for the oversight and leadership of receivership assignments nationwide. With more than 37 years of experience in finance and eight years as a court-appointed receiver, Mr. Rothschild has partnered with lenders, servicers and owners to provide receivership services. Mr. Rothschild serves as a resource and subject matter expert to NGKF’s teams nationally and ensures the integration of all NGKF service lines on receivership assignments. Prior to joining NGKF, Mr. Rothschild directed Continental Realty’s Receivership and Special Assets Group in Columbus, OH. In this ... (view full description)

Steve Sala

Sr. VP & General Manager
Commercial Funding Inc.

Steve Sala has served as Senior Vice President and General Manager of the Company since its acquisition by Commercial Credit, Inc. in August of 2017. His responsibilities include management and oversight of all aspects of the business including operations, credit, sales and marketing. Mr. Sala’s background encompasses all aspects of finance including time spent as President and CEO of TAB Bank, CFO and Board Director for Skaggs Companies, Inc., President of S Four Enterprises, Inc., and CFO for Santa Fe Partners.  His experience also includes a long banking career with JP Morgan Chase (formerly Bank One), Wells Fargo, and First Interstate Bank. He has worked as a consultant and advisor to nu ... (view full description)

Gino Salciccioli

VP of Portfolio Management
Michigan Business Connection

Vice President of Portfolio Management, Michigan Business Connection - Management member responsible for providing leadership, direction, and management to ensure the overall integrity and quality of the CUSO's portfolio monitoring and management function.   Prior to working in Credit, Gino was a Senior Vice President, Huntington Bank Special Assets, a middle market banker and commercial real estate banker with FirstMerit Bank, Citizens Bank, Fifth Third Bank and NBD Bank.  He was credit trained at NBD in the early 90’s and has 28 years of financial services industry experience.  He has a Bachelor’s of Arts (BA) degree in Business Administration from Michigan State University, a Master ... (view full description)

Randy Schwarzman

SVP, Special Assets
Fifth Third Bank

Randy Schwarzman is a Senior Vice President of Special Assets at Fifth Third Bank. He has more than 30 years of experience, including debt, equity, acquisitions, dispositions, asset/portfolio management, restructuring and workouts for all asset classes.

Bill Serritella

Partner
Taft Stettinius & Hollister LLP

WILLIAM J. SERRITELLA JR. is a partner in the firm's Litigation group. He is a commercial litigator who focuses his practice on banking, commercial and appellate litigation. He is widely recognized as one of the premier complex commercial workout and bankruptcy litigators in Chicago. Bill also has extensive experience as an appellate lawyer, having handled numerous appeals in various Federal and State Courts, and he was an adjunct professor of Appellate Advocacy at Loyola University School of Law in Chicago. Bill has lectured on numerous topics, including commercial real estate workouts, Uniform Commercial Code issues, trial practice, appellate practice, contract law, sales commi ... (view full description)

Robert Shanahan

President
Wintrust Business Credit

Robert “Bob” Shanahan currently serves as the President of Wintrust Business Credit.  He and his staff currently manage an Asset Based Portfolio with commitments exceeding $1.5 billion.  Over the last 13 years with Wintrust, Shanahan has been responsible for the introduction and the overall strategic development and growth of this asset-based operation within the Wintrust Commercial Banking Group.    Shanahan started his career in 1984 as a Tax Accountant and worked for Peat Marwick and The Harris Bank.  Soon after, he received commercial banking training and moved into the commercial banking arena in 1990 while working at NBD Bank.   Shanahan held various progressive ... (view full description)

Daniel Shorr

Partner
SMS Financial, LLC

Mr. Shorr joined SMS Financial in April of 2004. As a Partner of the firm, Mr. Shorr is responsible for achieving and sustaining the growth strategy for SMS. His directive includes oversight of all business development, underwriting analysis, portfolio metrics and profitability projections, as well as leading and managing the acquisitions team. During Mr. Shorr's tenure managing the growth strategy of SMS, he has successfully assisted in closing acquisitions of over $1.3 Billion in debt obligations spanning across all commercial asset classes. Mr. Shorr also has extensive experience in litigation oversight, foreclosure management, settlement negotiations and real estate liquidation. He holds ... (view full description)

Mark Silverman

Senior Attorney
Dykema

Mark Silverman is an attorney in Dykema’s Chicago office practicing in the areas of business and financial services litigation. Mark’s practice covers a wide range of complex commercial litigation, lender’s liability defense, banking, fraudulent conveyance and general fraud litigation, class action litigation, contract disputes, commercial foreclosures, commercial real estate transactions, post-judgment collections proceedings, and general business disputes. Mark represents banks, credit unions, large CMBS special servicers, purchasers of non-performing commercial real estate and C&I loans and investors in loan enforcement litigation and commercial foreclosure actions. He reg ... (view full description)

Ethan Smith

Partner
Starfield & Smith, P.C.

Ethan W. Smith is a partner in the law firm of Starfield & Smith, P.C., where his areas of practice focus on government guaranteed lending, commercial lending, banking, real estate and commercial law. Ethan has closed thousands of government guaranteed loans on behalf of his lender clients, assists lenders nationwide with SBA guaranty purchase issues and has been retained as an expert witness on SBA related litigation matters. Ethan is a licensed title insurance agent for Chicago Title and Fidelity National Title in both Pennsylvania and New Jersey. He is a member of the National Association of Government Guaranteed Lenders (NAGGL) and is a frequ ... (view full description)

Miles Stover

Consultant
Turnaround, Inc.

                                                                           Nationally known, highly experienced senior executive with extensive experience in court supervised case management including Chapter 7 and 11 bankruptcy trusteeships, custodial and general receiverships, financial and crisis restructuring situations, liquidations and asset sales under Section 363.  Mr. Stover can point to more than one-hundred cases in numerous industries where he was the senior executive albeit the CEO, President, GM, VP, CFO for Fortune 500 corporations, foreign and domestic, public and private and a court appointed Receiver in numerous states.  Mr. Stover is proud of his ea ... (view full description)

William Strauss

Senior Economist and Economic Advisor
Federal Reserve Bank of Chicago

No biography specified

Rob Vodinelic

Senior Managing Director
Newmark Knight Frank

Rob Vodinelic, MAI, MRICS joined Newmark Knight Frank in 2017 and currently serves as a Senior Managing Director and Market Leader for the Ohio, Indiana and Kentucky markets for Newmark Knight Frank's Valuation & Advisory group. He is also the National Practice Leader for the Industrial/Logistics specialty practice for the V&A group.  Since beginning his career in valuation in 1998, he has worked with clients on a wide variety of property types and has provided valuation analyses on Federal and State Historic Tax Credits, Tax Increment Financing (TIF) arrangements, and a variety of tax abatements. Rob Vodinelic also has significant experience in litigation assignments inc ... (view full description)

Edward Weil

Member
Dykema

Edward S. Weil serves as a member of Dykema's Executive Board and is a member and immediate past Director of the Firm's Financial Industry Group, which brings together over 140 Dykema lawyers who represent financial services firms in various litigation, transactional, regulatory/compliance and restructuring capacities. In his general commercial litigation practice, Mr. Weil represents companies in industries ranging from telecommunications, food technology solutions, airport technology, real estate developers, home security and home furnishing manufacturers, hospitality firms, and business services providers. Mr. Weil litigates a wide variety of commercial matters, including fraud, business ... (view full description)

Scot Wetzel

Founder & CEO
Crestmoor Capital Partners

Brings more than 25 years of broad financial services industry experience to Crestmoor, which he founded in 2010. Previously, Mr. Wetzel served as the Colorado CEO and Chairman of Compass Bank (now BBVA Compass), where he grew the company from inception to over $2 billion in assets and more than 30 branches, and as a private equity investor and executive in the community banking sector. Mr. Wetzel has directly managed, or overseen as CEO, many diverse businesses including energy banking, municipal finance, mortgage banking, SBA lending, brokerage operations, trust businesses, insurance businesses, and new markets tax credit funding. Served for 7 years as an independent trus ... (view full description)
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Event Contacts for 8th Annual Midwest Bank Special Assets & Credit Officer's Forum

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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