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180 Multifamily Properties, CFO
180 Multifamily Properties, Founding Principal
29th Street Capital, VP of Acquisitons - Texas
29th Street Capital, Managing Principal
Abacus Capital Group, Director
Accel Equity Group, Senior Managing Partner
Achieve Investment Group, Director of Acquisitions & Investor Relations
Achieve Properties, Director of Operations
Adivo Construction, VP of Marketing
Adivo Construction, EVP Chief Business Development Officer
Adivo Construction Corp., Business Development
Adivo Construction Corp., Principal
ADT Security, National Account Manager
ADT Security, Director of Multifamily Sales
AECOM Capital, Senior Managing Director
AK Investments, Principal
Alamel Investments, Owner
Albatross Properties, Principal
Alexander Forrest Investments, Director of Acquisitions
Alexander Forrest Investments, Asset Services Manager
Alliance Residential Company, Director of Real Estate
Alliant Strategic Funds, Owner
Alpha Barnes Real Estate Services, Vice President of Development
Alpha Barnes Real Estate Services, Partner
Altus Equity, Director, Acquisitions
Altus Group, Senior Manager, Property Tax
AM Global Capital, Managing Member
AmeriCan Multifamily Alliance Group, President
AmeriCan Multifamily Alliance Group, CEO
Aminim Group, Senior Vice President
Aminim Group, VP
AMR Capital, Senior Managing Director
AMR Capital, Director of Acquisitions
Anderson-Crain Investment Group, Managing Partner
AndMark Management Company, Executive Vice President
Ansonia Properties, Principal
Ansonia Properties, Acquisitions Director
Anthem Property Ventures, Acquisitions & Asset Management
Apartment Advantage Group, Principal
AppFolio, Product Manager
AppFolio, Sr Director, Software Engineering
AppFolio, User Experience Designer
AppFolio, VP of Sales
AppFolio, Marketing Programs Manager
AppFolio, Account Executive
Arabella Capital, COO
Arabella Capital, Fund Manager
Arabella Capital, Finance & Investor Relations
Archway Corp., Director of Acquisitions and Capital Markets
Arcturus Investments, Managing Partner
ARON Asset Management, Head of Acquisitions
Arrowhead Group, VP & Director
Ascent Multifamily Accounting, Partner
Ashland Greene Capital Partners, Founder & Managing Principal
Atlantic Pacific Management, Director of Regional Operations, Texas
Atlantic Pacific Real Estate Group, Director of Fund Investments
Atlantic Pacific Real Estate Group, Chief Operating Officer
Bakerson, Founder
Barings, Director of Originations
BCF America Investments, Principal
Bedford Portfolio Team, Director of Business Development
Bella Asset Management, Principal
Bella Vista Management, Operations Manager
Bellaire Partners, President
Berkshire, CEO
BHW Capital, Development Associate
BHW Capital, Senior Principal
BlackEagle Real Estate and Aves Capital, CEO
BlackRiver Equity Partners, Founder/Managing Partner
Blackwood Developments, Manager
Blue Pine Construction Corp, Partner & Director of Business Development
BlueSpruce Holdings, CEO
Boulder Peak Capital, Managing Partner
Brass - Multifamily, President of Development
Brass - Multifamily, President
Break of Day Capital, Founder
Brook Feagin Realty, Principal
Brookfall Group, CEO
Brookfall Group, President
C2G Asset Management, Principal
CAF Funds, Analyst
CAF Funds, Vice President
CALCAP Properties, EVP and Managing Director
Camber Creek, Senior Associate
Canyon Partners Real Estate, Managing Director
Capital One Agency Finance, Senior Vice President - Multifamily
Capital Solutions, Partner
Capitaliza, CEO
Casa Apartments, Managing Partner
Cash Flow Properties/ROIturnkeypropertie, Managing Principal
Catalyst Equity, Managing Partner
Centra Partners, Property Manager
Centre Living Homes, President
Certes Partners, Principal
CFH Investment Partners, Vice President
Cherry Street Investments, Multifamily Syndicator
Churchill Capital Company, President
CIVIC Financial Services, Multifamily Production
CIVIC Financial Services, Managing Director, Multifamily Lending
Class A Management, Co-Principal
Clement Capital, Principal
Coastline Real Estate Advisors, Director of Property Management
Coastline Real Estate Advisors, Director of Asset Management
Comunidad Realty Partners, CEO
Cooper Street Capital, Associate Director
CoreVest, Events Specialist
CoreVest, Sales Advisor
CoreVest, Relationship Manager
CoreVest, Chief Client Officer
CoreVest, SVP
Cornerstone Investment Partners, CEO
CREI Partners, Managing Principal
Crescent Real Estate, Senior Vice President, Asset Management
CrestMarc Residential, Principal
Criterion Development Partners, Senior Vice President and Treasurer
Crossmark Residential, Principal and CEO
Cypressbrook Company, Principal
Darwin German Real Estate Investments, President
Davidinvest, Principal
davisRE, Principal
DHF Partners, Managing Partner
Direct Lending Partners, President
Dish Network, Strategic Account Managr
Dish Network, Strategic Account Manager
Dish Network, National Account Manager
Disrupt Equity, Co-Founder
Disrupt Equity, Director of Investor Relations
EB Investments, Founder
EB Investments, Vice President
EB Investments, Investments
ECCE Capital, Owner
Eitches Management Group, Asset Manager
Eitches Management Group, Acquisitions Analyst
Elantex Properties, Principal
Elevate Commercial Investment Group, Managing Partner
Elevate Commercial Investment Group, Acquisitions
Elkhorn Capital Partners, Managing Partner
Empire Today, Sr. Marketing Manager
EWREI, Principal
Exponential Property Group, Vice President - Acquisitions
Eye4Investing, Managing Member
Federal Reserve Bank of Atlanta, Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta, Senior Financial Specialist
First Continental Commercial Mortgage, Vice President
FivePoint Capital Management, Partner
Flagship Capital Partners, Director - Investments
FM Capital, SVP
Franklin Street Real Estate Services, VP of Operations - Multifamily Management
Gateway Companies, President/COO
Gault Company, President
GenCap Partners, Senior Vice President
GenWealth Capital Group, Managing Principal
GFO Companies, Senior Vice President
GFO Companies, Managing Director
Gilliam Ritchey Holdings, Owner
Golden Arrow Equity Partners, Founder & CEO
Golden Arrow Equity Partners, Director of Acquisitions
Grander Capital, Broker
Greenbrick Partners, President of Texas Region
Greenworks Lending, Head of Business Development
Greystone, Managing Director
Greystone, Senior Advisor
Greystone | Investment Sales Group, Associate Director
Greystone | Investment Sales Group, Director
Greystone | Investment Sales Group, Senior Financial Analyst
Greystone | Investment Sales Group, Managing Director
Greystone | Investment Sales Group, Transaction Manager
Greystone | Investment Sales Group, Executive Director
Greystone | Investment Sales Group, Executive Managing Director
Greystone Investment Sales Group, Executive Administrator
Greystone Servicing Corporation, Servicing
Greystone Servicing Corporation, Production Associate
Griffin Riley Property Group, Vice President
Griffin Riley Property Group, Principal
GroundFloor, Managing Director
Hamick Asset Management, Managing Partner
HappyCo, Regional Sales Executive
Harbert Management Corp., Director, US Real Estate
Harrison Street Real Estate Capital, Senior Vice President-Strategy and Research
Hashem Holdings, Principal
Hayden Properties, Principal
Hayden Properties, Asset Manager
Hazel Management, President
Heritage Capital Group, CIO / COO
HFS Capital Partners, Director
High Five Multifamily, Managing Partner
Home First Partners, President & CEO
Homerock, Principal
Homerock, Manager
Hope Housing Foundation, President
Hudson Peters Commercial, Managing Director
Hunt Companies, Director
Hunt Properties, President
Hunt Properties, Vice President of Development
Hunt Real Estate Capital, Director
Hunt Real Estate Capital, Business Development Officer
Hunt Real Estate Capital, Vice President
Hunt Real Estate Capital, Senior Managing Director
IMS CRE, VP, Business Development
Infinity Investments, Managing Partner
Information Management Network, SVP/Director of Programming
Inman Equities, Managing Member
Investor Management Services, Director of Marketing
Investres, Director
J Bentley Developments LP, Owner
Javelin 19, President
JCR Capital, Senior Director
JMD Capital, Principal
JMJ Development, Analyst
JMJ Development, Chief Acquisition & Development Officer
JMJ Development, VP of Capital Markets
JMJ Development, Assistant to CEO
JMJ Development, Director of Multifamily
JMJ Development, Chief Executive Officer
JMM Enterprises, President
John Burns Real Estate Consulting, Manager, Consulting Group
Juniper Square, Senior Customer Success Manager
Juniper Square, Business Development Manager
Juniper Square, Strategic Account Director
Juniper Square, Director of Strategic Account
Juniper Square, Marketing Events Team Leader
Jurny, CEO
Jurny, Real Estate Partnerships Associate
Jurny, VP of Real Estate
Katerra, Senior Account Manager
Katerra, VP Account Management
Katerra, National Account Manager
Katerra, Business Development
KAVI Capital, Managing Partner
Khoi Holdings, Investor
Klosed Properties, Managing Principal
Ladera Capital Partners, Investment Analyst
Lakepointe Development Group, Owner
Landau's Property Mgnt, Team leader
Laramar, Assistant Vice President of Investments
Lead Equity Group, Partner
Leap, Director Business Development
Leap, Chief Growth Officer
Liberty Multifamily, Managing Director
Lima One Capital, Director of Multifamily and Commercial Financing
Lima One Capital, Sr. Commercial Loan Originator
Lima One Capital, Head of Commercial Lending
Lima One Capital, Marketing Director
Limitless Estates, Managing Partner
Lion Real Estate Group, Managing Principal
Lionchase Holdings, Managing Partner
Lloyd Jones, CEO & Chairman
Lone Star Capital, Principal
LumaCorp, Real Estate Analyst
Lurin, Acquisitions Associate
MACC Venture Partners, Vice President of Acquisitions
MACC Venture Partners, Senior Analyst
MACC Venture Partners, EVP, Member Principle
Madison Commercial Real Estate Services, Sales Associate
Madison Commercial Real Estate Services, SVP of Business Development
Madison Commercial Real Estate Services, Business Development Coordinator
Madison SPECS, VP of Business Development
Madison Title Agency, Director of Operations
Magellan Investment Partners, Principal, Chief Investment Officer
Majority Capital, Principle
Marble Partners, Investor
Matthews, Senior Associate
MBP Capital, Director of Acquisitions
McDowell Properties, Managing Director
Meridian Capital Group, Vice President
Meridian Capital Group, N/A
Meridian Capital Group, Senior Vice President
Meridian Capital Group, 0
Meridian Realty Advisors, Controller
Meridian Realty Advisors, Senior Accountant
Milestone, VP Acqusitions
MLG Capital, Principal and Executive VP
Moderne Ventures, Chief of Staff & Head of Investor Relations
Mogote Investment Partners, Investor, Developer
Monarch Realty, Owner
Mosaic Real Estate Investors, Vice President
MSB Insurance Agency, Insurance Analytics Manager
Multifamily Geeks, Partner
MyDallasRealEstate, Owner
NAMM Advisors, Senior Account Executive
NAWRB, CEO & President
Newcap Investment Partners, Managing Director
Newport Real Estate Group, Principal/Founder
Newport Real Estate Group, COO
Next Venture CREI, Partner
Next Venture CREI, Principal
Noted Financial, Chief Inspiration Officer
Nuveen Real Estate, Senior Director
NY Capital Development, President
Oaks Branch & Oaks Branch II, Owner
Oklahoma Investments Property Group, Manager
Omni Investments, CEO
One Real Estate Investment, CEO & Principal
One Real Estate Investment, Chief Investment Officer
OpenProperty, Vice President of Sales
Optimal Realty Capital, President
Orion Real Estate Partners, Principal
Orionmultifamily, Partner
Orionmultifamily, Managing Member
Pacific Real Estate Partners, President
Palladian Capital Advisors, Executive Managing Director
Panoramic Interests, Director of Development
Panoramic Interests, CFO
Parkview Financial, Private Construction Lender
Parkview Financial, Director of Marketing
Partners Path Capital, Senior Analyst
Peak Capital Partners, Vice President
Pegasus Real Estate, Managing Partner
Pilot Legacy Private Equity Group, Principal
Pinnacle, SVP
PinPoint Equity Group, Vice President, Operations
PinPoint Equity Group, Chairman
Pinpoint Equity Group, President
Pioneer Realty Capital, Managing Member
Pioneer Realty Capital, Marketing Manager
Platinum Resources, Managing Principal
Point Acquistions, Portfolio Manager
POPIC, Executive Vice President
Positive Investments, Principal
Preferred Apartment Communities, Chief Financial Officer
Preqin, Business Development
Preqin, Account Manager
Preqin, Business Development Manager
Presario Ventures, Director of Investments
Prestigious Properties Group, President
Price Edwards & Company, Director
Raven Multifamily, Principal
Ready Capital Corporation, Managing Director
RealtyMogul, Director
RealtyMogul, Assistant Vice President
RealtyMogul, Chief Executive Officer
Rebus Capital, Principal
Red Pocket Equity Partners, Principal
RedBridge Capital, Partner
redIQ, Director of Marketing
Regent Park Advisors, Managing Director
Related Companies, Associate
Related Companies, Vice President
REM Property Management, Owner
REM Property Management, Regional Manager
Renovo Financial, Rehab Loans
Renovo Financial, SVP – Head of Correspondent Lending Partnerships
Rentgrata, Co-Founder
Rishon Companies, President
River Oak Risk, Managing Director
River Oak Risk, CEO
Riverbend Lending, Loan Originator
RK Pinnacle Investments, Principal
RKG Venture, President
RKG Ventures, President
Roc Capital, Vice President
Roc Capital, Relationship Manager
Roc Capital, Vice President - CRE
Rock Capital Partners, Owner
Rock Commercial Properties, Partner
Roofing Professionals, Owner
Roscoe Properties, Senior Regional Manager
Roscoe Properties, Vice President
Roscoe Properties, Corporate Marketing Manager
Roscoe Property Management, Executive Vice President
Roscoe Property Management, Vice President, Client Services
Roscoe Property Management, Regional Vice President
Roscoe Property Management, Senior Vice President of Operations
RSE Capital Partners, Business Development
RSE Capital Partners, Head of Business Development
Rubiano Commercial, Principal
RW Conation Company, Owner
Seldin Company, VP of Business Development
Seldin Company, EVP of Property Management
Self Employed, Self Employed
Sharestates, Executive Vice President, Capital Markets
Sharestates, Regional Manager
Sharestates, Director, Business Development
Sharestates, SVP
SIGMA Real Estate, Co-Founder & Principal
Silica Ridge Capital Group, Principal
Simpson Multifamily, Principal
Skylon Group, CEO
Slate Properties, Principal
SmartRent, Vice President, National Accounts
SmartRent, Chief Operating Officer
SmartRent, Marketing Coordinator
Society Hill Capital Partners, Director of Acquisitions
Sonder, Regional Director, Real Estate
SSS Design & Development, Principal
Step Above Properties, Asset Manager and Acquisitions
Sterling Capital Investments, President & CEO
Stewardship, Investment Manager
Strategic Properties, CEO
Stronghill Capital, National Account Executive
Sun Belt Group Captial, Principal
Sunbelt Growth Capital, Principal
Sundance Bay, Director, Development
Sundance Property Management, Senior Regional Manager
Sunridge Management Group, Vice President
TCN Investments, President
The Bascom Group, Senior Principal: Acquisitions
The Charis Group, VP Business Development
The Focus Group Development Company, CEO
The Guarantors, Senior Account Executive
The Hoboken Brownstone Company, COO
The Hoboken Brownstone Company, President
The Krausz Companies, Executive Vice President
The Loring Group, Founder & Partner
The MTO Fund, Founder
The Multifamily Group, Advisor
The Multifamily Group, Investment Associate
The Multifamily Group, Managing Partner
The Phoenix Group, President
The Ramson Group, Acquisitions Director
The Ramson Group, Vice President
The Ramson Group, President
The Shelter Companies, Founder
The Valcap Group, Acquisitions
Thrive Multifamily, Owner
Time Equities, Acquisitions Advisor
Titan Capital Investments, Partner
TJW Associates, Principal
Toorak Capital Partners, Analyst
Toorak Capital Partners, Associate Principal
Torchlight Investors, SVP, Acquisitions
Toyota N.A., Senior Manager
Trident Mulitfamily, Principal
Trident Mulitfamily, Co-Founder
Trion Properties, Director of Capital Markets
Trumont Group, Director
Trumont Group, Founder
Trumont Group, Managing Partner
TSM Property Investments, Owner
Turn Around Solutions, VP
Turnaround Solutions, VP
Turnaround Solutions LP, COO
Turner Behringer Real Estate, Associate
Turnstone Capital Management, CEO
Uber Capital Group, VP of Equity
Uber Capital Group, Debt & Equity
Umbach Financial, President
Uncomn Projects, Managing Partner
Urban Genesis, Development
Urban Genesis, Dallas Investments
Urban Genesis, Principal
Valcap Group, President
Valiant Enterprises, Partner
VDI, Owner
Vector Secuirty, Director of Sales
Vector Security, Sales Manager
Vector Travel, CEO
VeMex Investments, Managing Partner
Virtus, Producer
Virtus, Real Estate Practice Leader
Virtus Insurance, Producer
VP Realty Services, Broker/Owner
W Financial, Managing Partner
W Financial Fund L.P, Loan Servicing Coordinator
Walker & Dunlop, Senior Vice President - Capital Markets
Walker & Dunlop, SVP & Chief Appraiser
Walker & Dunlop, Vice President
Walker & Dunlop, SVP | Chief Marketing Officer
Welker Properties, CEO
Welker Properties, VP of Development
Westmount Realty Capital, Executive Managing Director - Acquisitions
Westmount Realty Capital, Director - Asset Management & Operations
Westmount Realty Capital, Managing Director - Acquisitions
Weston Associates, Acquisitions & Dispositions
Wilkinson Asset Management, Director of Business Development
Willton Investment Management, Managing Director/ Founder
Willton Investment Management, Head of Acquisitions
Winstead Holdings, CEO
Winston & Strawn, Associate
X-Caliber Capital, EVP (Bridge to HUD Lender)
Yardi Matrix, Institutional Research Manager
Yardi Systems, Industry Principal, Matrix
Yardi Systems, Account Executive, Matrix
Yardi Systems, Strategic Client Account Executive
Yardi Systems, Events Specialist
Zane Holdings, Acquisitions
Zane Holdings, Founder

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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 2nd Annual Middle-Market Multifamily Forum (Southwest)


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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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