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Brian Albach

SVP, Midwest Sales Manager
Bibby Financial Services

Danielle Mason Anderson

Senior Principal
Miller Canfield

Danielle Mason Anderson is a Senior Principal at Miller Canfield specializing in all pre and post judgment remedies including receiverships, sale of collateral, foreclosures, repossessions, evictions, debt sales and debt restructures.  Her practice has a particular emphasis on commercial litigation and creditors' rights resolution with a concentration on loan enforcements, insolvency, bankruptcy and receiverships. Ms. Mason Anderson also excels in general litigation for corporate clients involving collection, loans, mortgages and defaults. 

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

Todd Baldi

SVP, Portfolio & Servicing Manager
Radius Bank

Todd Baldi is the Senior Vice President - Portfolio and Servicing Manager at Radius Bank. He has over 15 years of loan workout experience and has worked for multiple brand name companies including American Express, Fidelity Investments, Berkshire Hathaway and Merrill Lynch. Most recently, he directed the commercial and consumer workout teams for Urban Partnership Bank as a Senior Team Leader of the Special Assets Group. He holds an MBA from Illinois Institute of Technology, Stuart Graduate School of Business and a BS from San Diego  State University. He also holds the Certified Turnaround Professional designation.

Edmond Burke

Shareholder
Chuhak & Tecson P.C.

No biography specified

Jennifer Camp

Commercial VP, Special Assets
Fifth Third Bank

Jennifer Camp is Vice President in the Special Assets Group at Fifth Third Bank Denver office handling the Bank’s distressed Healthcare portfolio.  Borrowers range from physician practices, acute care hospitals and assisted living/nursing homes, to PEG sponsored medical device, labs, CRO’s, publically traded pharma, senior living platforms and healthcare systems.  She has previous experience in “siloed” lending and work-out in Higher Education, Media, Resort and Retail Franchise Finance with Fifth Third Bank beginning in 2010 and before that with TD Bank in Boston.  Jennifer is from Chicago, graduated from the University of Illinois and has lived on ... (view full description)

Tim Clancy

Principal
Asset Advisory Corp.

Timothy Clancy is a consultant for Urban Partnership Bank. Urban Partnership is a $1.2 billion bank headquartered in Chicago IL, with branches in Cleveland, OH and Detroit, MI. Urban Partnership is the third largest CDFI in the United States. Tim has 12 years of experience as a banker and 9 years of experience as a trial attorney. Tim has managed a workout group of professionals which managed $1.2 billion of workout assets. Tim has earned his MBA in finance from Indiana University Bloomington, his JD from Brooklyn Law School and his BA in History from The Kings College in NY, NY.

Robert Draper

SVP/Director Special Credits
Columbia Bank

Robert Draper is currently a Senior Vice President and Director of Special Credits for Columbia State Bank.  He began his career with Pacific First Federal Savings & Loan in 1983, where he was part of the special credits group and eventually the Manager of the Income Property Collections team.  He later joined Maryland National Bank in 1991 to help them develop a special credits team, before moving to Boston in 1992 as part of a Fleet Bank subsidiary tasked with liquidating the non-performing assets from the failed Bank of New England under a contract with the FDIC.  In 1995 he joined Citizens Bank of Massachusetts where he managed a team of commercial real estate lenders unt ... (view full description)

Bart Drogon

Loan Workout Officer
Byline Bank

No biography specified

Alan Ehrenberg

Attorney at Law
Law Office of Alan I. Ehrenberg, LLC

Alan has been practicing law for more than 30 years, and has a gained a wealth of knowledge from his experience in and out of the courtroom. His detailed understanding of the law allows him to skillfully negotiate on behalf of his clients. Alan is best known for his work with banks on complex matters, including commercial loan workouts, title disputes and property tax matters, as well as his extensive knowledge of real estate transactions. He also handles litigation of commercial disputes in state and federal court. Alan has earned the respect of many state and federal judges for his professionalism and skill at trial.   Alan has lectured for the IllinoisInstitute for Continuing ... (view full description)

Carson Faris

Founder & CEO
Phoenix Investment Funds

Carson Faris is founder and CEO of Phoenix Investment Funds, an investment firm specializing in the acquisition and repositioning of debt instruments secured by commercial real estate. He is responsible for directing the firm’s investment strategy and desiging mutually beneficial solutions for banks and asset officers with nonperforming commercial loans and assests.  Prior to founding Phoenix Investment Funds, Carson founded and became President of Western Bay Investments, a real estate development firm, as well as Fundamental Real Estate, a boutique real estate brokerage firm. In addition, Carson acted as Director of Development for Red Mountain Group, Inc., where he oversaw the ... (view full description)

Chris Flowers

Attorney
Godfrey & Kahn, S.C.

Chris Flowers is a litigation attorney at Godfrey & Kahn, S.C. in Milwaukee, Wisconsin, where he represents banks, financial institutions, and trust companies in state and federal courts.  Chris focuses his practice in the areas of financial, trust and distributor/dealership litigation.  Chris earned his law degree from Marquette University Law School, gaining trial experience as an extern in the Office of Chief Counsel – Internal Revenue Service.  Chris sits on the board of directors for the Down Syndrome Association of Wisconsin and is a college-prep volunteer with Big Brothers Big Sisters

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.

Matthew Gates

Director
Duff and Phelps

Mr. Gates is a director in the Global Restructuring Advisory group in Los Angeles. He has extensive experience with restructuring, mergers and acquisitions, and financing transactions in a wide range of industries.   Prior to joining Duff & Phelps, Mr. Gates was a vice president in the mergers and acquisitions group of Merrill Lynch.   Previously, Mr. Gates was in the financial restructuring group of Houlihan, Lokey, Howard & Zukin, providing advisory services in a range of restructuring and distressed M&A transactions.   Notable restructuring assignments include Suntech Power, Tensar, Friendly’s, Sexy Hair Concepts, Station Casinos, Jacuzzi ... (view full description)

Brandon Ghiossi

VP, Asset Strategy
Phoenix Investment Funds

Brandon Ghiossi is the VP of Asset Strategy for Phoenix Investment Funds. Brandon oversees the firm’s portfolio of debt and real estate assets and manages the creation and execution of the strategic business plans for each asset. Prior to joining Phoenix, Brandon worked for respected Southern California based developers Nexus Development and Lewis Operating Corp. in a variety of roles that included asset management, construction management, and sales and marketing. Brandon began his career at Wells Fargo Bank underwriting debt instruments for technology companies in Silicon Valley. Brandon’s diverse real estate product experience, his extensive network of industry contacts, and h ... (view full description)

Robert Glantz

Member
Shaw Fishman Glantz & Towbin LLC

Ben H. Harris, III

Partner
Jones Walker LLP

Ben Harris is a partner in the firm's Business and 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 the ... (view full description)

Doreen Hoffman

Partner
Brock & Scott, PLLC

Doreen L. Hoffman has been an attorney for almost 30 years and her whole career has been devoted to the accounts receivable and default industry. The first seventeen years of her career were spent with a law firm where she was a litigator and specialized in commercial collection. She then moved on to work with a publicly traded debt buyer where she held the positions as a trial attorney and then Compliance Counsel. While there she specialized in consumer collection. Doreen then went on to become the CEO of Trott Recovery Services, PLLC which was a law firm that was litigation driven to pursue the default on real estate loans. That law firm was acquired May of 2016 by Brock & Scott, PLLC ... (view full description)

Cara Houck

Senior Principal
Miller Canfield

Cara M. Houck is a Senior Principal at Miller Canfield specializing in commercial real estate workouts and foreclosures on behalf of lenders and special servicers throughout the Midwest.  Ms. Houck works with a team of lawyers and paralegals handling billions of dollars in assets each year.  In addition to her law degree, Ms. Houck holds a master's degree in business administration from the Kellogg School of Management and is consistently recognized as one of Illinois’ Super Lawyers.  She has tried several lawsuits, conducted arbitrations and appeared before state and federal courts around the country.  Ms. Houck uses her experience in litigation and business background to find profitable wa ... (view full description)

Matthew Howe

VP Commercial Banking
Old Second National Bank

Vice President, Commercial Banking - Manage and originate commercial banking and commercial real estate loans for Old Second National Bank. Prior to joining Old Second, Matt managed the Special Assets department at Lakeside Bank from June 2014 through October 2018. His background also includes five years with US Bank's Special Assets Group in Oak Park, participating in restructures / forbearances / resolutions of over 60 loan relationships in aggregate credit exposure (ACE) in excess of $46,000,000. Matt has a total of 18 years experience in the financial services industry with 10 years of workout/special asset related experience. He has a Bachelor's of Science (BS) and Masters of Business A ... (view full description)

Mark Iammartino

Senior Managing Director
Development Specialists Inc.

Mark T. Iammartino, CPA, is a Senior Managing Director at Development Specialists Inc.  He has over 15 years of consulting experience in corporate turnaround management and restructuring services, credit analysis and due diligence.Services Mark provides financial and operational advice to underperforming and distressed companies to help facilitate corporate turnarounds and restructurings both out-of-court and through bankruptcy proceedings. Services include interim management, evaluating business plans, exploring strategic options such as corporate sale or refinancing, developing financial and cash projections, and managing cash flow. He also advises lender ... (view full description)

Jeffrey Jamison

Senior Counsel & VP
BMO Financial Group

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)

Thomas Le

Senior Special Assets Officer
Heartland Bank and Trust Company

David Levy

President
Utica Leaseco

Jonathan Levy

Director
Rialto Capital Management

Jonathan Levy is a Director of Asset Management at Rialto Capital. In this role, Jonathan leads the talents and resources of the Loan Workout and Asset Management teams in Miami and Tampa, partnering with the Real Estate Owned team to resolve non-performing, sub-performing and performing debt secured by commercial real estate properties across the U.S. 

James McCartney

SVP – Chief Credit Officer
Peoples Bank

Jim McCartney is the Chief Credit Officer at Urban Partnership Bank.  This role has continued to evolve since he joined the bank in 2012, which now includes oversight of the Credit, Managed Assets and Loan Operations functions.  His previous experience includes originations, portfolio management, loan workouts and credit/underwriting at both banks and real estate finance companies.  Jim holds a Bachelor’s of Science in Economics from Northwestern University. 
 

Matt McKinlay

Partner
Ampleo

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)

David McMillan

Principal
PYA

David McMillan, CPA, leads strategic planning exercises, merger & acquisition projects, physician-hospital alignment projects, and provides advisory services to executives and boards of directors.
David’s experience includes the design and valuation of many transactions ranging from compensation arrangements to mergers and acquisitions. He is active in the American Health Lawyers Association, the Healthcare Financial Management Association, and the Society for Healthcare Strategy and Market Development.
David has a Bachelor of Science in Business Administration, with Honors University of Tennessee and is a Certified Public Accountant (CPA) Licensed in the state of Tennessee.

Martin McNulty

Conference Producer
IMN

Robert Milam

Director of Originations
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)

Jeffry Mullins

Managing Director
Stabilis Capital Management, LP

Mr. Mullins is responsible for originating, analyzing, and monitoring investments in commercial and consumer loans and securities as well as senior secured debt facilities to small/middle market companies. He also advises on investment and hedging strategy for the $1.5 billion under management. Prior to joining Stabilis in January 2016, he led the sales, trading, and capital markets business for CRT Capital Group which focused on consumer and commercial loans and securities, CLOs, and financing middle market specialty finance companies.  Prior to CRT, he was head of the subprime mortgage and ABS trading desk at Jefferies and started and led the mortgage credit default swap business at RBS Gr ... (view full description)

Navin Nagrani

EVP
Hilco Global

In the nearly ten years Navin has been with Hilco, he has served as a central deal maker in many of Hilcos largest principal and advisory related transactions. His primary responsibilities include leading several key strategic initiatives for the firm including shaping the real estate business development strategy and execution, as well as overseeing deal origination, deal qualification and transaction structuring. Over time, Navin has developed a significant expertise in the restaurant category and has been appointed the leadership role in this specialty area within the overall Hilco Real Estate practice. Navin currently serves on the Executive Board of Directors for the Rea ... (view full description)

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 ... (view full description)

Gregory Paulus

Managing Director
Kreshmore Group

Greg Paulus has spent the last 30 years on almost every side of the table regarding real estate and business..  With 15 years of banking experience and 16 years of company start up, rapid growth, operations, real estate development, construction, investment and management experience, Greg has been a lender, borrower, investor, business founder, CEO, CFO, developer, workout consultant, receiver and distressed borrower over the course of his career.  His real estate experience ranges from small apartment properties to large subdivision development – for both lending and ownership.  Greg has just wound down from leading a series of teams working on the resolution, under a loss share agreement, ... (view full description)

Jesse Reyes

Appellate Justice
Illinois Appellate Court, First District, Fifth Division

Jesse G. Reyes is currently a Justice on the Illinois Appellate Court, First District, former Presiding Justice of the Fifth Division and former chair of the First District's Settlement Conference Committee. He has been a member of the judiciary since December, 1997, having previously served as both an associate judge and elected judge of the Circuit Court of Cook County. His previous judicial assignments have included the Chancery Division’s Mortgage Foreclosure/Mechanics Lien Section, Domestic Violence court and the Sixth Municipal District where he presided over Criminal Misdemeanor matters. Justice Reyes, while assigned to the First Municipal Division, assisted in the production of the C ... (view full description)

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)

Lyndsay Rowland

Partner
Starfield & Smith, P.C.

Ms. Rowland has extensive experience representing banks, equipment finance companies and other lending institutions with workouts, restructuring, litigation, bankruptcy and foreclosures related to their commercial loan portfolios.  Additionally, since joining Starfield & Smith, P.C., Ms. Rowland has developed a specialty practice in workouts and liquidations of SBA guaranteed loans.  Ms. Rowland is admitted to practice before the Supreme Courts of Pennsylvania and New Jersey and the Federal District Courts for the Eastern, Middle and Western Districts of Pennsylvania and the District of New Jersey.  She is a member of the NAGGL as well as the Turnaround Management Association (TMA) – Phi ... (view full description)

Tim Savoca

SVP & Chief Credit Officer
Lakeside Bank

Tim Savoca is banking professional with over twelve years of experience. Tim began his banking career at Northbrook Bank & Trust after graduating from the University of Illinois Urbana-Champaign. After a brief stay at Northbrook Bank, Tim accepted a position at Lakeside Bank as a Credit Analyst. Tim was tasked with helping build a new credit and underwriting culture at Lakeside. Tim has since been promoted to Sr. Vice President and Chief Credit Officer of Lakeside Bank and currently manages a team of 10 commercial credit analysts and 2 commercial real estate appraisers. Tim also holds a MBA with a concentration in Real Estate from DePaul University’s Kelstadt Graduate School of Business. ... (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)

Donald Shapiro

President & CEO
Foresite Realty Advisors

Donald A. Shapiro, President/CEO and Managing Broker of Foresite Realty Advisors as well as President/CEO of Foresite Realty Real Estate Holdings, plus its family of affiliated companies including its investment arm, Foresite has over 32 years of full-service commercial and multi-family residential real estate expertise with the following property types: office, retail, industrial, multi-family residential, hospitality, condominiums, student housing, self-storage, medical office, parking garage, recreational properties, senior housing/hospitals, gas stations, manufactured housing and vacant land. Mr. Shapiro’s experience includes the disciplines of court appointed receiverships (federal and ... (view full description)

Gregg Silver

Chief Financial Officer
1st Financial Bank USA

Gregg Silver is President of 1st Financial Funding & Investment Corporation, a wholly-owned subsidiary of 1st Financial Bank USA, the nation's 31st largest credit card issuer. Since taking over this position in 1999, he has completed more than $5 billion worth of securitizations in more than 40 transactions. In 2010, Gregg was promoted to the position of Chief Financial Officer of 1st Financial Bank USA. He is responsible for all of the capital markets, funding and accounting functions for the bank.  Prior to joining 1st Financial, he ran the NY ABS department for The Dai-Ichi Kangyo Bank, Limited, now part of the Mizuho Financial Group, for 5.5 years. There he c ... (view full description)

Mark Silverman

Member
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 is a co-founder and Managing Partner of Starfield & Smith. He focuses his practice in commercial law, with an emphasis on SBA and government guaranteed lending, conventional commercial lending and real estate law.  Represents lenders in SBA closing, licensing, compliance, regulatory enforcement, and guaranty purchase matters  Designated closing counsel for several SBA Certified Development Companies  Represents lenders before the US Small Business Administration  Expert witness on SBA lending matters  Active writer and speaker on government guaranteed lending issues nationwide Ethan has prepared loan documents and performs compliance reviews ... (view full description)

Rick Spencer

SVP - Problem Loan Manager
Truist Financial Corporation

Rick Spencer currently holds the position of Senior Vice President & Problem Loan Administration Manager for Truist Financial Corporation ("Truist"), formerly Branch Banking & Trust Company (“BB&T”). As of March 2021, Truist is the sixth largest financial services holding company in the U.S. with $518 billion in assets. Based in Charlotte, N.C., Truist operates financial centers in 15 states and Washington, D.C. In his current role, Mr. Spencer directs the resolution of all Commercial and Commercial Real Estate problem asset relationships with a focus on the Community Bank for Truist. Prior to the creation of Truist, Mr. Spencer directed the resolution of all non-retail problem a ... (view full description)

Katie Stenberg

Partner, Finance & Restructuring Group
Waller

Katie Stenberg is a partner in Waller’s Finance & Restructuring Group. Banks, specialty lenders, healthcare companies, and indenture trustees trust Katie Stenberg for representation in financial transactions, corporate reorganizations, bankruptcy proceedings, and state and federal court litigation. Katie provides counsel to clients in a variety of industries – including healthcare, senior living, technology, manufacturing and logistics – regarding a wide range of matters, such as acquisition financing, asset-based lending; debtor-in-possession financing; real estate lending; corporate restructurings and workouts, bankruptcy and commercial transactions; defaulted bond issues, corporate tr ... (view full description)

Christopher Swieca

SVP
Wintrust Financial Corporation

Chris is a Senior Vice President, and the Director of OREO for Wintrust Financial Corporation, a diversified bank holding company which includes 15 separate bank charters. He is a seasoned workout professional with over 30 years of distressed asset liquidation experience with a concentration in real estate across all product types. He has an extensive litigation background and brings a strong tactical acumen to the table to facilitate the reposition and disposition of troubled assets.  Chris holds an LL.M in Financial Services Law but is not an attorney.

Kathy Szkutnik

AVP
Byline Bank

Lawrence Teter

VP & SAG Team Leader
Byline Bank

Stephen Tetro

Partner
Chapman & Cutler LLP

Stephen Tetro is a partner in Chapman’s Banking and Financial Services Department and a member of the Bankruptcy and Restructuring Group. He joined the firm in 2012. Stephen’s practice focuses on representing secured and unsecured creditors, equipment lenders and lessors and other parties in interest in workouts and restructurings and bankruptcy and insolvency matters, both in and outside of court. Stephen’s work has included representing major financial institutions (including banks, private equity funds, hedge funds and non-traditional lenders) as secured creditors in out-of-court restructurings and workouts and ... (view full description)

John Tishler

Partner, Finance & Restructuring Group
Waller

John Tishler is a partner in Waller’s Finance & Restructuring Group. Hospitals, health systems and healthcare companies, along with their financial advisors and lenders, rely on John’s experience and perspective to lead complex strategic transactions. Whether working out financial arrangements made to organizations now facing financial difficulty or representing the boards of buyers or the boards of sellers of healthcare and other organizational assets, John delivers creative solutions and strategic planning advice that address both immediate challenges and long-term objectives. With more than 25 years of experience and a tenacious commitment to achieving results, John offers clients opt ... (view full description)

Seth Tribon

Senior Vice President
U.S. Bank

Seth Tribon leads U.S. Bank’s commercial loan sale team and manages syndicated loan underwriting for the Special Assets Group.

Thad Van Hiel

VP, Special Assets Manager
Byline Bank

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)

Mark Weiss

President
Mark B. Weiss Real Estate LLC

For over 30 years Mark B Weiss, CCIM has been the leader in Chicago working with Banks and lenders recover financially from distressed assets and bad loans. Mr. Weiss and his team provide man on the ground assignments by starting with the inspection and complete understanding of both the physical improvements and problems due to deferred maintenance and code violation, to the impact of health and safety issues to the residents the possibie nature of the residents, while collecting rent paying bills and disposing of the physical property to provide liquidity back to the lender, using conventional sales and leasing methods to real estate sealed bid and public auctions. The property types in ... (view full description)

Nick Whitney

Partner
Chapman and Cutler LLP

Nick Whitney is a partner in the Banking and Financial Services Department of Chapman and Cutler LLP's New York office. Nick has a broad range of experience representing lenders in senior secured, first lien and second lien loan transactions, first-out/last-out financings and unitranche facilities, unsecured transactions and subordinated loan transactions. Nick handles a wide variety of middle-market lending transactions for both non-investment grade and investment grade companies. He represents banks, investment banks, business development corporations, hedge funds and other financial institutions in connection with direct origination, as well as investments in the secondary market and in “ ... (view full description)

Ronald Winters

Managing Director
Healthcare Management Partners

Ron has more than 25 years of experience as a restructuring and financial professional including, most recently, 17 years at national restructuring firm Alvarez & Marsal where he was a Managing Director in the Healthcare Practice. He has participated in a broad range of cases in bankruptcy proceedings and out-of-court. He specializes in advising companies and creditors in financial and operational turnarounds and restructurings with extensive experience in the healthcare, higher education and not-for-profit sectors. He has additionally had significant experience in labor relations, retiree health and pension matters. He most recently led a financial and restructuring assignment for ... (view full description)

Jordan Zavislak

Senior Vice President
Directed Capital

Mr. Zavislak is a Senior Vice President of Asset Acquisition / Asset Disposition, while maintaining his role as Portfolio Manager for assets located throughout the 15 Western States. In his current role, Mr. Zavislak is responsible for financial reporting, credit analysis / underwriting, deal sourcing, and valuations.  Prior to his time at Directed Capital, Mr. Zavislak originated CRE debt as a correspondent Life Insurance lender, while also placing debt with various regional banks and CMBS lenders.  Mr. Zavislak is based in San Diego, California.    Mr. Zavislak received a Bachelor of Arts in International Studies with an emphasis in Great Britain and Ireland from Willamette Uni ... (view full description)
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Event Contacts for The 7th Annual Midwest Bank Special Assets & Credit Officer's Forum

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You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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