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Scott Azaroff

Director, Strategic Growth

Mike Ballard

Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

Mark Barnes

Director of Investments
Bender Companies

Chris Bartlett

VP of Asset Management
Magellan Investment Partners

Sal Becovic


As president of Becovic, Sal oversees all aspects of the business – operations, development, management, brokerage, construction, deal sourcing and capital raising – focusing primarily on efficiency and growth, where he has a strong track record. Since taking the reins in 2003, Sal has shepherded Becovic through exponential growth, taking the company from a portfolio of 400 units to now more than 2,000 with a growing team of 50 employees.  Commitment to community is at the heart of Becovic because it is deeply rooted in Sal’s DNA. As the US-born child of immigrants, Sal learned the importance of dedication, hard work and leaving a positive impact on everything you do. His parent ... (view full description)

Ben Beggs

Managing Director

Ben brings 15 years of sales experience in technology and real estate to redIQ.  Before joining redIQ, he spent 10 years growing the sales organizations of technology companies. Most recently, as Senior Strategist for Intersection, part of Alphabet's Sidewalk Labs portfolio, he helped drive business development for the digital transformation strategy of retailers and retail real estate developer/operators. Prior to Intersection, he led sales efforts for disruptive mobile technology companies such as Nomi (acquired by Axper) and Usablenet. Before becoming a full-time technologist, Ben spent 5 years as a licensed commercial real estate broker in New York City. Ben holds a Bachelor's in Economi ... (view full description)

Mark Benyas

Director Strategy Planning
GSH Group

Mark is director of GSH Group LLC a Midwest based multifamily investment company with a growing portfolio of 3,600 units. GSH is in a growth mode, looking for great properties to add to our portfolio. We are also establishing a fund to acquire properties as well. GSH has had great success working with owners are streamlining their holdings of non-core assets or disposing of assets related to succession planning efforts. 

Antonio Bismonte

Senior Vice President
Ravinia Capital Group

Mr. Bismonte is an SVP and the Portfolio Manager of Ravinia Capital Group, and has accumulated over 35 years of public and private market real estate experience.  He has been responsible for acquisition, financing, development, management, leasing and disposition of multi-family, industrial, office and retail real estate assets located throughout the US, Canada and France. Mr. Bismonte is responsible for portfolio management, including interaction with the leasing / management teams, budgeting, financial reporting, compliance, overall operational oversight, and relationships with joint venture partners. As a member of the firm’s investment committee, he is also involved in new investment due ... (view full description)

Luke Blahnik

Real Estate Broker
AT Properties

Robert Bollhoffer

Managing Principal
29th Street Capital

Robert Bollhoffer is a Managing Principal and Director of multifamily acquisitions at 29th Street Capital. He oversees all members of the acquisition group,  as well as both the construction and property management teams. Prior to this position at 29th Street Capital, Robb spent 8 years as a Managing Director at Strategic Capital Partners (“SCP”), a privately held real estate investment management company with assets of over $1 billion. At SCP, his focus was multifamily, student, and senior housing properties. Prior to joining SCP, Robb was a former Acquisition Manager at Trizec Properties Office Trust, one of the nation’s largest public office REIT&rdq ... (view full description)

Nick Buffum

Avenue Living Asset Management

Kyle Burrows

East Region Connected Communities Sales Manager
Quantum Fiber, a Lumen Technology Brand

Kyle Burrows is the Manager of the East Region Multifamily Development and Sales team for Quantum Fiber, a segment within the Mass Markets division of Lumen, a global technology company based in Monroe, LA. serving customers in North America and 60 countries around the world.        Since joining the organization in 2013, Kyle has managed diverse operational and support teams ranging from retail to product rollouts and fiber network expansions.        Based on Kyle’s expertise and vision for connected communities, he has transitioned to lead a team of account mangers providing fiber-based property wide Instant WiFi solutions to multifamily properties in markets across ... (view full description)

Greg Cazel

Managing Director

Greg Cazel is a managing director at Lument where he is focused on sourcing proprietary lending and conventional agency business in the Midwest. He is based in the firm’s Chicago office. Greg has more than 30 years of experience in commercial real estate finance and has been responsible for closing more than $4.5 billion in closed transactions, including fixed-rate, floating-rate, construction and mezzanine financings. Prior to joining Lument legacy firm Hunt Real Estate Capital, he was a managing director with Wells Fargo’s real estate capital markets group. He has served as executive vice president and principal with A10 Financing, a partner with Prairie Realty ... (view full description)

Peter Chmielewski

Division President

As Division President for Lennar Multifamily Communities (LMC), Peter Chmielewski leads the Midwest Region on all business operations, strategy, and real estate development efforts. He leads cross disciplinary teams on all site acquisition, contract negotiation, underwriting, entitlement, design, construction administration, and disposition efforts. Since joining LMC in 2013, Peter has led the successful completion of large-scale multifamily developments in five different cities comprised of over 1,500 units, 75,000SF of retail, and $0.5B of development costs. Peter is currently managing three communities under construction comprised of over 850 units and $350M in development cos ... (view full description)

Ran Eliasaf

Managing Partner
Northwind Group

Ran founded Northwind Group in 2008 and oversees all company investment activities across both its equity and debt strategies. Throughout his career Ran has executed numerous real estate transactions in the US totaling over $2.5 billion in value, amassing a well-diversified portfolio in NYC of residential and office properties, a +$500 million portfolio of healthcare and senior living properties as well as establishing Northwind’s debt platform including the formation of Northwind’s dedicated-closed ended real estate debt fund (NDF I). Under Ran’s leadership Northwind has evolved into a reputable institutional grade private equity firm, consistently improving its capabilities, ex ... (view full description)

Collete English Dixon

Executive Director
Marshall Bennett Institute of Real Estate

Collete English Dixon has more than 30 years in investment management with a focus on commercial real estate investing. Prior to her current role at Roosevelt University, she was Executive Director - Transactions for PGIM Real Estate (formerly known as PREI), a business unit of Prudential Financial, and co-leader of PREI’s national investment dispositions program. In that role, she oversaw the sale of more than 200 investment properties located throughout the US, with a total value of more than $8.7 Billion, on behalf of PREI’s investment funds. Prior to her role in dispositions, English Dixon was responsible for sourcing more than $2.75B of wholly-owned and joint venture real estate investm ... (view full description)

Michael Finch

Executive Vice President
SVN | SFR Capital Management

Michael Finch is the Executive Vice President of SVN | SFR Capital Management, a private, commercial real estate investment firm dedicated to investment in the Build-for-Rent (“BFR”) asset class across the United States. Finch began his career in commercial real estate over 15 years ago in Phoenix, Arizona.  He has developed broad local and national relationships with top-ranked, high density mid to large-scale developers for commercial mixed use & multi-family development. Finch has continued to deliver value-add opportunities as ever-changing market cycles continue to evolve. With an extensive national network, Finch has experienced continued success in the comm ... (view full description)

Justin Ford

Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Dean Fung-A-Wing


From a background in the residential & commercial real estate finance industry through the 08 market crash, Dean has built a luxury home service company with over 20k customers in metro Atlanta, which led him to the challenge of solving a customer need that created what is now his latest venture, Kairos. It's a digital water technology company focused on asset protection and water conservation through a patented system for sub-metering and leak detection. Having personally witnessed the aftermath of over 3,000 water damage cases and working closely with insurance providers lends to a unique perspective on exactly why 14,000 water damage claims are filed daily.  Planning for the unp ... (view full description)

Dave Garrigus

Clear Capital, LLC

David has been an active part-time real estate investor for over 10 years, since partnering with a buisness school classmate and forming Clear Capital, LLC. Through Clear Capital and the brokerage Castlewood Properties formed soon after, David invests in single and multi-family residential rental property, mixed-use and commercial property, industrial land, tax liens and deeds, non-performing mortgages, and the syndicated deals of other investors. Clear Capital, LLC currently owns more than 100 properties of various sizes and types, including approximately 250 homes and apartments. Geographically Clear Capital focuses on suburban Lake County, IL and more recently Kenosha County, WI. Real est ... (view full description)

Chris Germain

Piping Rock Partners

Christopher Germain founded Piping Rock Partners, a vertically integrated owner/operator of multifamily property, in 2006. Chris leads Piping Rock's acquisition, due diligence, transaction structuring, asset management, and property management activities. He is also responsible for capital raising initiatives, including joint venture equity, partnership equity and debt financings. Chris has over 25 years of experience in banking, capital markets, real estate, asset management and property management. Prior to establishing Piping Rock Partners, he was an Executive Director in the Structured Products Group at CIBC World Markets. At CIBC, Chris led transaction teams responsible for ... (view full description)

Steven Gesis


Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Scott Glassberg

Angelo Gordon

Scott Glassberg joined Angelo Gordon’s real estate group in 2012. Scott oversees the firm’s acquisitions, asset management and dispositions in the Midwest region and Denver.  Prior to joining the firm, Scott worked for PricewaterhouseCoopers where he worked on real estate valuation, acquisition underwriting and securitization due diligence.  Scott received his B.S. in Corporate Finance & Accounting and M.S. in Accounting from Bentley University. He is also an active member of the Generation Harvest board for City Harvest, the largest food rescue organization in New York City.

George Harabedian

Acquisitions Manager
GSH Group

George Harabedian is Acquisitions Director for GSH.
He brings hands-on acquisition,
renovation, and due diligence
experience with current and
legacy multifamily and single family
portfolio assets. Along
with sourcing and vetting
potential acquisitions, George is
intimately involved in the
evaluation, development, and
execution of business plans for
each asset and provides
oversight as part of the asset
management team. 

Tammy Kelly

Managing Director
Redwood Capital Group, LLC

Tammy Kelly, CCIM, CPM, is Managing Director and Head of Asset Management for Redwood Capital Group. Tammy joined Redwood Capital Group in 2014 and brings 20 years of experience in asset management, transactions, and investment strategy. She is responsible for the strategic oversight of the Firm’s investments, assists with underwriting, and oversees tactical dispositions. As a career total, Tammy has transacted over $3B of real estate investment transactions to include dispositions, acquisitions, loan modifications and refinances. Tammy also sits on Redwood Capital Group’s Investment Committee. Tammy earned a BA from DePaul University.  She is President-Elect of CREW Chicago and ... (view full description)

Brad Kirshenbaum

Senior Director of Innovation
CA Ventures

Roman Kreeger

Commercial Account Manager
Dish Nettwork

Roman Kreeger is the DISH Fiber Account Manager for the Midwest. As part of the Commercial DISH Fiber team he assists property owners in envisioning and creating property-wide, Gig-enabled Wi-Fi and live streaming service solutions designed for the future. Roman has a degree in Economics and has a background in commercial digital signage and small business lending.

Alan Lev

Belgravia Group

Alan D. Lev is the Chairman of Belgravia Group, Ltd., a Chicago residential homebuilder specializing in townhome, condominium, and apartment developments throughout the city. Belgravia has developed over 2,500 homes in Chicago well as rental apartments and commercial projects, and most recently was awarded Developer of the Year from Chicago Agent Magazine and Impact Award winner from Lincoln Park Builders of Chicago. He is also in the Homebuilders Association of Greater Chicago Court of Honor and the Merchandise Mart Hall of Fame. Alan joined Belgravia Group in 1989. Mr. Lev earned a Bachelor of Science degree in Accountancy in 1982 from the University of Illinois at Urbana- Champ ... (view full description)

Douglas Lyons

Managing Principal

Douglas W. Lyons is a Managing Principal of Pearlmark, with responsibility for the firm’s capital markets and debt investment activities. He is also a member of the firm’s Management and Investment Committees. Prior to joining Pearlmark in 1996, Mr. Lyons was Vice President of Equity Institutional Investors, Inc. where he was responsible for merchant banking activities and strategic portfolio management projects for the Zell/Merrill Lynch Real Estate Opportunity funds, the Zell/Chilmark Fund, and other Sam Zell-related affiliates. In addition, Mr. Lyons actively managed an institutional portfolio of REIT stocks. Previously, he worked in the New York Real E ... (view full description)

Adam Matyskiel

Managing Partner Midwest
Calibrate Property Management

Adam has over 20 years of experience in the Chicago multi-family industry.  He has been involved in the acquisition and disposition of over $1 billion of residential real estate in the Chicagoland area.  During his tenure with Equity Residential, he was involved in managing the marketing, sales, construction and overall operations of several condominium conversion projects in Suburban Chicago. His current duties include day to day oversight for the Chicago Market. Adam holds a BA from St. Xavier University and is an Illinois licensed managing broker.

Milka Micic

Managing Director
J.P.Morgan Private Bank

Milka Micic is an Executive Director within J.P. Morgan’s Private Bank. As a Client Advisor, Milka is responsible for advising wealthy clients regarding their banking, investments, estate planning, lending and more. She partners closely with her clients’ outside advisors to meet lifestyle needs, leave a legacy to future generations, fulfill philanthropic goals, and other objectives.   Prior to joining J.P. Morgan, Milka headed investment and credit operations at Crosby & Woodard Enterprises LLC.   Milka holds her B.A. from Loyola University Chicago and her MBA with a concentration in International Business and Finance from Roosevelt University. She also holds a Ma ... (view full description)

Hakeem Mitha

Vice President, Investments
Avenue Living Asset Management

Hakeem Mitha is a Vice President of Investments at Avenue Living Asset Management. Prior to joining Avenue Living, Mr. Mitha spent 6 years with a global alternative asset manager with a focus on real estate. His focus has included mixed-use development, home building, land development, and income producing properties, and he has supported over $5 billion of capital markets and M&A transactions. Mr. Mitha serves as a Board Member for the Calgary Montessori School, holds a Master of Business Administration from Queen’s University, and a Bachelor of Commerce from the University of Victoria.

Jeff Morrison

Senior Director, Multifamily Sales

Brandon Moulton

Senior VP
Renovo Financial

Brandon is the Senior Vice President of Lending at Renovo Financial.  Joining Renovo in 2015, Brandon has become one of Renovo’s leading originators for the Chicago market. Partnering with residential real estate investors Brandon has helped grow their portfolios with loans for single family rehabs, multi-family rehabs, new construction, and 30 year rental loans for single and multi-family properties. Brandon held prior roles at Metropolitan Capital Bancorp where he was a commercial underwriter and loan originator. Brandon attended The University of Dayton where he graduated with a B.A. in Finance. ... (view full description)

Michelle Murphey


Michael Obloy

Monroe Residential Partners

Michael co-founded Monroe Residential Partners. He is responsible for the company’s acquisitions, development, and construction management activities. Michael brings over 20 years of direct real estate experience to MRP. During his career, he has led the acquisition, development, construction, management, and sales of over 2,000 residential units, with a value in excess of $500M. He has built and led acquisition, development, construction, and sales teams, and implemented operational platforms that reduced costs, increased efficiencies, and streamlined workflow. He has extensive experience managing the successful execution of multiple projects simultaneously. More recently, Michael was ... (view full description)

Keith Page

Managing Director

Mr. Page is based in Chicago and is responsible for sourcing, structuring and executing equity and mezzanine debt opportunities for Pearlmark across all asset types and geographies. Prior to Pearlmark, Mr. Page was a Senior Vice President with Macquarie Bank's real estate principal investment team, where he closed over $3 billion of equity and debt investments on behalf of Macquarie's balance sheet. Prior to joining Macquarie in 2010, Mr. Page was a Consumer & Retail investment banker at Bank of America Merrill Lynch. Mr. Page received a BS in Business with High Distinction from Indiana’s Kelley School of Business and a Master in Finance from INSEAD.

Gideon Pfeffer

Managing Partner
The GSH Group

Gideon has been involved in opportunistic real estate investing for more than a decade. As the Managing Partner of The GSH Group, Gideon is responsible for strategic partnership initiatives and ventures, financing and debt opportunities, overseeing investment performance, strategic partner’s performance, and approving decisions on investments and acquisitions. Gideon also oversees daily operations.   Prior to GSH, Gideon operated a highly successful aggregation and renovation firm focused on single-family homes in the Midwest and Southeast. Between 2010 and 2016 Gideon’s company purchased, constructed, renovated, managed, and/or sold thousands of single-family homes. Using ... (view full description)

David Ruttenberg

Ruttenberg Gordon Investments

Andy Schnack

Sr. Manager, Commercial Development
Xfinity Communities

Andy is the Senior Manager of Commercial Development for Xfinity Communities.  Xfinity Communities is the multifamily arm of Comcast, serving customers such as dorms, apartments, condos and senior facilities.  Andy leads the Account Executive channel, working with owners and associations to provide unique solutions to meet their needs.  Andy joined Xfinity Communities as a Sales Manager of Commercial Development in 2016 bringing nearly 20 years of experience serving the multifamily industry. 
A graduate of Miami University (OH), Andy lives in the northern suburbs with his wife and three kids.   

Saurabh Shah


Saurabh Shah is the co-founder of InstaLend - a nationwide tech-enabled real estate lender. Instalend provides fast, affordable and convenient capital to real estate developers.   Saurabh has over ten years of experience in real estate investing, transaction structuring and asset management. He has worked with institutional and entrepreneurial sponsors across construction financing, bridge financing and perm loans (single family; multifamily and mixed-used assets).   Saurabh is a graduate of New York University with a master’s degree in finance and risk engineering. He is an active member of Forbes Real Estate Council. ... (view full description)

Darren Sloniger

President & CIO
Marquette Companies

Darren Sloniger serves as Marquette’s President and Chief Investment Officer. He also leads the ground up development and acquisition teams of the company. With 30 years of real estate experience and an affinity for forming long-term, strategic joint-venture relationships with institutional funds, Darren has led Marquette in the execution of over $1 billion in ground up development alone, including his most recent developments in the Illinois Medical Center and Fulton Market where he is committed to the transformation of those neighborhoods.  Mr. Sloniger focuses the company’s development efforts in transitional areas where Marquette can maximize their impact on the community. 

David Smith

Avenue Living US Real Estate

Mr. Smith serves as the Chief Executive Officer of Avenue Living US Real Estate Trust and the Chief Operating Officer of Avenue Living Asset Management Ltd. Mr. Smith has 15 years of real estate investment experience with international banking and private equity firms. His focus has included multi-residential, office, retail and industrial asset classes having completed large portfolio acquisitions, REIT privatization and structured debt investments. Mr. Smith most recently worked for an institutional real estate investment and asset management firm in Calgary. Prior, Mr. Smith worked for a global real estate asset manager in Toronto and helped in the investment of over $6 ... (view full description)

Ryan Sollinger

Director Business Development

Ryan Sollinger has been involved with most aspects of real estate for 15 years servicing sales, multi family and student housing. He is currently a Director of Business Development at Leap; a leading, nation wide, insurance company for rent default and security deposit solutions. Ryan was previously a managing director with Xspor, a manufacturer and consulting firm for environmental hygiene in residential and commercial properties where he grew revenue by over 35%. He helped create a residential brokerage in Harlem which was later acquired by Compass. Ryan started his career at Douglas Elliman where he brokered over 138M in sales.  He is an active speaker on the Good Morning New York podcast ... (view full description)

Jason Stevens

Managing Director, Investment Sales
Walker Dunlop

Jason Stevens is a Managing Director based in Walker & Dunlop Investment Sales’ Chicago, Illinois office. Mr. Stevens joined the team in December 2020 and is responsible for the origination and execution of multifamily property sales, with a focus on Chicago and the greater Midwest region. Prior to joining Walker & Dunlop, Mr. Stevens was a Managing Director of Cushman & Wakefield’s Midwest Multifamily Advisory Group, which he joined when KIG CRE was acquired in 2018. Mr. Stevens has more than 15 years of experience in both residential and multifamily real estate, executing more than $1.3 billion of property sales throughout his career. Prior to entering the investment sale ... (view full description)

Todd Stofflet

Managing Director, Investment Sales
Walker Dunlop

Todd Stofflet is a Managing Director based in Walker & Dunlop Investment Sales’ Chicago, Illinois office. Mr. Stofflet joined the team in December 2020 and is responsible for the marketing and sales of multifamily assets in Chicago and throughout the Midwest. Prior to joining Walker & Dunlop, Mr. Stofflet was a Managing Director of Cushman & Wakefield’s Midwest Multifamily Advisory Group, which he joined when KIG CRE was acquired in 2018. Mr. Stofflet has more than 25 years of experience in the sale, acquisition, and consultation of multifamily assets and has negotiated the sale of more than $3.2 billion of assets throughout his career. In addition to his sales expertise th ... (view full description)

Bryan Sullivan

SVP Investments
Nolan Real Estate Services

Patrick Summers

Strategic Account Director
Juniper Square

Patrick Summers serves as a Strategic Account Director for Juniper Square. Over his 3 and a half year tenure with Juniper Square he has worked in both business development and sales capacities, partnering with emerging managers as well as many of the largest institutional managers in the country. He partners with managers to revolutionize their LP lifecycle through adopting best in class technology, improving fundraising and investor relations processes in addition to adopting a world-class investor experience.

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Josh Tobey

Clear Capital

Nate Trunfio

Senior Director - Head of Sales
Lima One Capital

Lima One capital is the Nations Premier Private lender for real estate investors of all shapes and sizes.  Our product suite includes financing solutions for fix and flips, SFR new construction, rental properties, rental portfolio's, and multifamily assets. Contact Nate directly to find out how you can obtain the best financing options available.  Bio: Nathan Trunfio has spent his entire career in the lending and real estate industries where he’s had experience as a sales manager, trainer, director of operations, capital markets, credit officer, and is now the Sr. Director of Sales & Marketing at Lima One Capital, a lender offering financing to investors on fix and flip ... (view full description)

Adam Whitmire

Fund Manager
Arabella Capital

Adam Whitmire is a third generation investor/developer with over 19 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with The ... (view full description)

Eric Workman

SVP Lending
Renovo Financial

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Phone: +1 (212) 901-0506
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Event Contacts for 3rd Annual Middle-Market Multifamily Forum (Midwest)


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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