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Robby Abraham

EVP & Chief Investment Officer
Liberty Bankers Insurance Group

Mr. Abraham has served as Executive Vice President and Chief Investment Officer of the Liberty Bankers Insurance Group (“LBIG”) since 2020.

Prior to joining LBIG, Mr. Abraham was Head of Illiquid Credit / Direct Lending at Global Atlantic Financial Group. Prior to Global Atlantic, Mr. Abraham held investment roles at Lone Star Funds / Hudson-Advisors, H.I.G. Capital and Abacus Finance Group. He started his career in investment banking at Bank of America Merrill Lynch.

Mr. Abraham graduated from New York University, Leonard N. Stern School of Business with a Bachelor’s in Finance & Accounting

Rasool Alizadeh

CFO & President of Capital Markets
AG RESOURCE MANAGEMENT

Vice President - Senior Client Manager, Structured Finance Group, SMBC Nikko Securities America, Inc. Rasool Alizadeh is a Senior Client Manager within SMBC Nikko’s Structured Finance Group and is primarily responsible for the term ABS initiative focusing on new issue origination in autos, credit cards, and esoteric ABS including transportation (i.e. rail, aircraft, shipping, barge, etc.) as well as off-the-run specialty finance and capital calls.   With 11 years securitization experience, Rasool was most recently with Standard & Poor’s (“S&P”), as a primary analyst in the ABS rating services group focused on esoteric mortgage related securitization. Prior to S& ... (view full description)

Bill Ashmore

CEO
Vista Point

William Ashmore  Founder & Chief Executive Officer, Vista Point Mortgage Bill operates and leads Vista Point Mortgage. Prior to forming Vista Point, Bill co-founded Impac Mortgage Holdings, Inc. (IMH) in 1995. IMH was a leading non-bank originator that was among the first to create and securitize alternative documentation residential mortgage products. In 2014, IMH was the first large-scale dedicated non-QM origination platform, with products sourced across its wholesale, retail and correspondent channels. Key IMH successes included guideline development (from zero, starting as an outgrowth of agency fallout), LOS enhancement, servicer integration, reporting and analyti ... (view full description)

William Aubrey

President
Pacific Mortgage Capital

Bill Aubrey is President and co-founder of Pacific Mortgage Capital, a non-agency, Non-QM mortgage bank. Bill is responsible for all day-to-day operations of the bank, strategic planning and direction as well as managing the P&L and balance sheet.
Prior to joining PMC, Bill served as SVP and Chief Investment officer of Capital Alliance Advisors, a manager of numerous mortgage backed REITS. Bill additionally served as President of Capital Alliance Investments, a commercial, short term bridge lender.
Bill has over 25 years’ experience in the mortgage industry and has a bachelor degree in finance from LaRoche University.

Yair Benyamini

CEO
Lendai

Yair Benyamini is the Co-founder and CEO of Lendai. Prior to founding Lendai, Yair headed the Cross Border Transaction Department and the Business Development Department in one of Israel's leading law firms. In that capacity, he managed global multi-million dollar transactions in North America, Europe, Asia, and the Middle East. Yair has more than 15 years of experience leading large-scale operations, including in the IDF and several NGOs. Yair is the Chairman of SpaceGirlz, a non-profit organization promoting space and science studies for young girls aiming to build the next generation of women scientists.

Samuel Bjelac

Senior Vice President
Sprout Mortgage

SVP of Sprout Mortgage correspondent conduit focused on Non-QM/Non-Agency residential mortgages and business purpose investment property loans.  Available programs include Jumbo/Super Jumbo “near miss,” DSCR and no-ratio investment loans, Luxury SFR, self-employed borrowers/bank-statement loans, foreign nationals and non-warrantable condos.  Previous experience includes Vice President of Wholesale at CoreVest American Finance, and Divisional Vice President at Carrington Mortgage Services, where he helped establish their wholesale lending channel and develop its nationwide expansion.

Jon Bodan

President
The Perpetual

 Jon Bodan is the President & Founder of The Perpetual Financial Group, Inc. He has been in the mortgage and financial industry for over 25 years, and founded the Company in 2002. He attended college at Georgia State University and studied Finance. In his career prior to forming The Perpetual, he was a Senior Lender at First Union National Bank, and also carried several Securities & Insurance licenses. Jon also shreds the guitar in his band, Halcyon Way, which has toured all over the world and released five albums. About as close to being an Atlanta native as you can get, Jon moved to Atlanta when he was about 5 years old. Jon is happily married to his wife Ann, and they ... (view full description)

Richard Bradfield

CEO
Arc Home LLC

Richard Bradfield, Chief Executive Officer, joined Arc Home in November, 2018.  Mr. Bradfield has nearly 30 years of industry experience, having served in various leadership capacities.   Prior to joining Arc Home, he most recently served as the Chief Financial Officer of Home Point Financial.  Prior to that, Mr. Bradfield was with PHH Corporation where he served in multiple capacities including Senior Vice President overseeing all Originations Operations, Treasurer and Senior Vice President of Capital Markets. 
Mr. Bradfield received his bachelor’s degree from Drexel University and his MBA from Temple University.
 

Craig Chang

President
1st Reliant Home Loans, Inc.

Ravi Correa

Chief Financial Officer
Angel Oak

Ravi is responsible for all financial aspects for Angel Oak related mortgage lending entities.  Prior to joining Angel Oak, Ravi was the Chief Financial Officer of Commerce Home Mortgage, The Capital Corps, and RoundPoint Mortgage Company. He has held finance executive roles in a number of public and private companies in the U.S. and Canada. Along with a strong background in financial services, he brings over 20 years of experience in a variety of industry sectors. Ravi is passionate about business success, finance, fact-based decision making and fostering a strong team environment. He is a Certified Public Accountant and graduated with honors with a Bachelor of Commerce degree in acco ... (view full description)

Tom Davis

EVP – Head of TPO Production
First Guaranty Mortgage Corporation

I'm Tom Davis, EVP of TPO Production at First Guaranty Mortgage Corporation. I manage our Wholesale, NonDelegated, and Correspondent channels.

As an extensively trained mortgage-industry professional, I bring 20+ years of experience helping lending partners with their Agency and NonAgency/NonQM needs. Over the course of my career, I’ve had the opportunity to work for Bank of America, First NLC ( FBR Capital Markets), JPMorgan Chase, Finance of America Mortgage and First Guaranty Mortgage Corporation. 

Yonel Devico

Principal
Crosby Capital

Head of Crosby Capital USA. Private equity fund investing in non performing mortgages. Investment size: 200k to 15m+. Location: Across the country. Asset: Non Performing Notes Type: Commercial and Residential Feel free to let me know if you have any deals.

Jen Du Plessis

CEO
Black Fox Investments

Jen believes that you can Live your Legacy while building it; and that when you work on purpose you can easily play with passion.  As America’s Mortgage Mentor she guides mortgage and real estate sales professionals who are feeling overwhelmed in their daily routines; resulting in sabotaging their personal lives for the sake of their business, to multiply results in record time - while having the courage to say YES to their personal lives! With 4 decades in the Mortgage industry, Jen has reached the top 200 of nationally ranked originators and in the top 1% for over 15 years. She has personally funded over $1 Billion in mortgage loans. Jen ... (view full description)

Tim Dubes

VP Content Marketing
Ocrolus

Tim leads the content marketing program at Ocrolus, a fintech developer that helps financial services companies make high-quality decisions with trusted data and unprecedented speed.  Prior to Ocrolus, Tim held sales and marketing leadership positions with data capture vendors Ephesoft, Kofax, and Verity. Inc. Magazine recognized Ocrolus as the #1 fastest-growing fintech nationwide, and the #1 fastest-growing software company in NY

Robert Durden

Managing Director
Credit Suisse

Robert is a Managing Director at Credit Suisse and member of the Securitized Products Mortgage Finance group, specializing in financing and capital markets transactions for mortgage related assets. Robert leads the Credit Suisse mortgage securitization underwriting team which has held the title of most active lead left underwriter for multiple years running.  Prior to joining Credit Suisse in December 2014, Robert spent six years with JP Morgan and prior to that six years with Bear Stearns. Robert’s career experience has been primarily focused upon Mortgage Finance. He holds a BBA in Business from the University of Texas.

Robert Eakin

CEO
JCAP Private Lending

Bob Eakin started his career over 30 years ago in the mortgage industry. In 2014, he founded Jcap Private Lending, a trusted nationwide direct lender in the short term bridge loan space specializing in purchase, refinance and fix & flip loans for single family, multifamily and commercial properties. As a Loan Officer, Bob was named in the Top 50 Mortgage Originators out of more than 750,000 in the USA, and has funded over $1 Billion in personal loan volume. Bob now leads the Jcap Private Lending team. Jcap has become a National Leader in US Hard Money Lending. Bob contributes his success to a simple desire to serve the community, his investors, his family and his team. In his free time, ... (view full description)

Reid Ellison

President
Long Run Partners

Reid Ellison is a Co-Founder and President of Long Run Partners, a tech-enabled non-agency conduit backed by Marathon Asset Management. Long Run was founded in 2021, focused on bringing technological innovation and efficiency to the Non-QM market. Prior to founding Long Run, Reid was a Portfolio Manager at Shelter Growth and previously was a Vice President at Goldman Sachs where he was responsible for managing the new-issue prime jumbo securitization business. He holds a BS in Mechanical Engineering from Columbia University.
 

Bryan Filkey

Chief Strategy Officer
Interfirst Mortgage Company

Bryan has extensive experience and expertise in capital markets, product development, operations, technology and executive management. He has overseen more than $3 billion in “NonQM” originations and has experience running wholesale, retail and correspondent divisions for national lenders. He is regarded as one of the pioneers and thought leaders of NonQM, with a particular specialty in business purpose product development. Bryan has 15 years of industry experience, with substantial expertise in alternative product development. His previous employers include PIMCO, Capital One, & Suisse.
 

Vincent Fiorillo

Founder/CEO
Park Slope Advisors

Mr. Fiorillo is a founding member of DoubleLine. He is the head of Global Sales. Prior to joining DoubleLine in 2009, Mr. Fiorillo was previously a Managing Director at TCW for the previous four years, where he oversaw ABS and CMBS trading. Mr. Fiorillo was an Executive Director with Morgan Stanley. Responsibilities at Morgan Stanley included developing mortgage origination providers into the Morgan Stanley Conduit and expanding the Firm's activity in both the Asset-Backed and Commercial Mortgage Backed securities markets.  Prior to joining Morgan Stanley, Mr. Fiorillo was the Co-Head, Managing Director of the Mortgage-Backed Securities Group at Smith Barney.  Before ... (view full description)

Jeff Freud

Managing Director
United Asset Management

Eric Friedman

Managing Director, Servicing
Acra Lending

Mr. Friedman is responsible for the Loan Servicing Portfolio and has 30 plus years of Loan Servicing and Credit Risk experience.  Mr. Friedman was previously the Chief Operating Officer of First American Financial’s, Mortgage Servicing Solutions, a $175M division, where he managed the onshore and offshore production and customer service teams.  Prior to that, Mr. Friedman served as Senior Vice President of Default Management for IndyMac and OneWest Bank, leading the team through the credit crisis and subsequent FDIC takeover.  During that time, Mr. Friedman served as a member of the Fannie Mae, Freddie Mac, and Hope Now Servicing Advisory Groups.  Mr. Friedman also spent 10 years with Fannie ... (view full description)

Katherine Gardner

Chief Production Officer
Arc Home LLC

Chief Production Officer, joined Arc Home in 2019. Katherine has worked and evolved in the mortgage industry for over 20 years. At Arc Home, she is responsible for all business development and sales efforts for the Company’s Wholesale and Correspondent channels as well as the Company’s marketing efforts. Prior to joining Arc Home, Katherine acted as the SVP of Strategic Sales, Non-Delegated Correspondent Channel Manager responsible for building an industry-leading NDC sales and operations organization. Her roles as a Divisional Vice President with NYCB Mortgage, EverBank and Principal Residential all utilized her passion for building best-in-class sales organizations across the c ... (view full description)

Eric Hagen

Director
BTIG

Eric Hagen is a Director and BTIG Mortgage and Specialty Finance Analyst. Prior to BTIG, he spent six years at KBW, where he published research on mortgage and specialty finance companies and was a Director most recently. Previously, Mr. Hagen was an Analyst at the U.S. Department of the Treasury. He earned a BBA in finance from George Washington University, and a master’s degree in real estate finance from Georgetown University. Mr. Hagen is also a CFA charterholder.

Christopher Hoeffel

President
CoreVest

Christopher Hoeffel serves as President of CoreVest (previously Colony American Finance), the leading private lender to residential investors nationwide. Chris was most recently a Managing Director at Investcorp, where he was Head of Real Estate Debt Investments--including three high-yield debt funds managed by the firm. In addition to being a senior member of the real estate team, Mr. Hoeffel served as Head of Investment Operations and Investor Relations for Real Estate and Corporate Investments in the US and Europe. Mr. Hoeffel joined Investcorp from JP Morgan / Bear Stearns & Co. where he was a Senior Managing Director and Global Co-Head of Commercial Mortgages and founder of a leadin ... (view full description)

Tom Hutchens

Executive Vice President of Production
Angel Oak Mortgage Solutions

Tom is Executive Vice President of Production for Angel Oak Mortgage Solutions. He has over 18 years of experience in leading sales for a wholesale and correspondent lending platform with proven success in the expansion of a lending footprint nationwide.

Prior to Angel Oak, Tom was a senior sales leader at SouthStar Funding and was responsible for business and sales development across the country. He later served as the President of Novo AMC where he was instrumental in launching the organization.

Tom holds a B.S. degree in Finance from Florida State University.  
 

Brandon Ivey

Senior Editor
Inside Mortgage Finance Publications, Inc

Sean Johnson

Portfolio Manager
Western Asset Management Company

Sean Johnson is a Portfolio Manager in Western Asset’s Pasadena office. He specializes in structured products and is a member of the Mortgage and Consumer Credit Team. Sean has been with the Firm since 1995, and has more than 31 years of industry experience. Before joining Western Asset, he was a Portfolio Analyst at Pacific Investment Management Company (PIMCO), as well as a Supervisor of Investment Performance at Wilshire Associates, Inc. Sean holds a Bachelor of Science from the University of Southern California and is a CFA® charterholder.

Paul Jones

SVP, NQM Development & Production
First Guaranty Mortgage Corporation

Paul has been in the mortgage business for over 23 years. During that time, he spent the majority of his career at PHH Mortgage in Mt. Laurel, NJ where he started off by learning Underwriting. From there, he moved to being a member of – and eventually supervising – a Correspondent & Wholesale Scenario Help Desk. He eventually moved into roles running a Government Underwriting Team and then became an Inside and Outside Account Executive. Throughout his career, he has trained, coached, and mentored colleagues and other mortgage professionals. He has always found that adding knowledge into the daily mortgage equation is the key factor for success

Kevin Kanouff

CEO
Statebridge Company

Kevin Kanouff has spent over 25 years in the real estate and mortgage industry.  He is a founder of Statebridge and, as its CEO, oversees the day to day operations as well as strategic direction of the company. In addition to his role at Statebridge, Mr. Kanouff is the Manager of Geneva House Funds, a family of hedge funds that invests in small balance commercial and residential mortgage loans. Previously, Mr. Kanouff served as President of Clayton Fixed Income Services (f/k/a The Murrayhill Company). Prior to his tenure at Clayton, Mr. Kanouff was a corporate, securities and real estate attorney for Dorsey & Whitney in its Denver and London offices. Mr. Kanouff h ... (view full description)

Todd Lautz

SVP, Correspondent Lending
Sprout Mortgage

Todd is leading the Correspondent production for Sprout Mortgage, the leader in Non-QM lending.  Over the past 5 years Todd has primarily focused, and led production, and production teams in the Non-QM space.   He led teams at Acra, Logan Finance and Silvergate Bank.  Todd has over 30 years of experience in consumer and mortgage lending, while leading several national production teams throughout his time in the mortgage business.  Todd has also been President and CEO of several mortgage banks throughout his 30-year tenure.  Todd has also worked with asset managers in building several large portfolios throughout the years in the business.  Todd has also completed several executive management ... (view full description)

Jeffrey Lemieux

Managing Director, Correspondent Lending
Acra Lending

Jeff is developing and leading Acra Lending’s correspondent business.  Prior to joining Acra, Jeff was the CFO and COO of Isles Ranch Partners a real estate investment firm focused on residential acquisition, development and construction investments throughout the U.S.   Prior to joining Isles Ranch, Jeff was a Senior Vice President at Bayview Asset Management, an investment firm focused on investments in mortgage credit, including correspondent and wholesale mortgage originations.  Jeff was a Senior Vice President with Ally Bank (formerly GMAC), responsible for correspondent lending and fee-based servicing. Preceding his tenure at GMAC, Jeff was a S ... (view full description)

Mike Lewis

Chief Operating Officer
LoanPASS

Mike Lewis has over 20+ years of experience managing, implementing, supporting, and leading technology teams and systems for clients large and small throughout the country. Before joining the executive team at BlockGen Corp, he implemented and supported mortgage technology systems at places like Flagstar Bank, MDC Holdings, Zions Bancorporation, and FirstBank. He has also worked on the software side in Product Management, Professional Services, and Support for Mortgage Cadence and more recently with Encompass. Mike earned a BS degree from Brigham Young University along with his MBA in E-Business from University of Phoenix and, when away from work, thoroughly enjoys raising his four daughters ... (view full description)

Jia Li

Vice President
Credit Suisse

Jia is a member of the Securitized Products Mortgage Finance group at Credit Suisse, involved in warehouse financing and capital markets securitization for residential mortgage and real estate related assets.
 

Keith Lind

Executive Chairman & President
Acra Lending

Mr. Lind is the Executive Chairman & President of Acra Lending with 19 Years of Mortgage-Backed Securities and Asset-Backed Securities trading and structuring experience. He was a Managing Director at HPS Investment Partners before joining Acra Lending. Mr. Lind was a Trader at Brevan Howard and prior to joining Brevan Howard, Mr. Lind was a Managing Director and Head of the US Non-Agency Mortgage-Backed Securities Trading Desk at RBS. He was a Managing Director at Bear Stearns, where he traded the Non-Agency Mortgage-Backed Credit book. Mr. Lind holds a BA in Finance from Purdue University.

John Lowenthal

Senior Account Executive
Ocrolus

John Lowenthal is an Enterprise Account Executive at Ocrolus. A graduate from Bucknell University with a double major in Political Science and Psychology, John continued his education by studying finance at Georgetown University. Before Ocrolus, John worked as an analyst for Asgaard Capital, a boutique middle-market advisory firm. John joined Ocrolus over 5.5 years ago as the first sales hire back in late 2015. While he has sold across the various different client verticals Ocrolus services, today, John is focused mainly on Ocrolus' burgeoning mortgage business.

Joe Lydon

Co-Founder and Managing Director
Lendsure Mortgage

Joseph Lydon has been a leader in the mortgage, real estate and financial services industry for over 30 years. Joseph Lydon co-founded LendSure Mortgage Corp. in 2016 to provide mortgage professions for QM Loan Solutions for their borrowers. Previously, Lydon served as President and CEO of LendSure Financial Services Inc., which focused on buying and selling residential real estate in Southern California. Previously he served as President and Chief Operating Officer of Accredited Home Lenders in San Diego, California. Joe joined Accredited in 1997 from Ford Consumer Finance, where he led the company's western division as executive vice president; before then, he worked for Security Pacific F ... (view full description)

John Lynch

Chief Executive Officer
PCMA Private Client Lending

John Royce Lynch is the Founder and Chief Executive of PCMA Private Client Lending, the leader in Expanded Prime Residential and Commercial credit originated exclusively for our High-Net-Worth Clientele. We offer accomplished individuals, institutions, and specialty financial service providers curated credit solutions across all major residential asset classes. PCMA is a vertically integrated asset manager offering private client solutions through a direct to consumer and distributed retail business model. Prior to founding PCMA, Mr. Lynch Co-founded and grew Secured Funding Corporation into the country’s #1 largest privately held independent loan originator of subordinate l ... (view full description)

Jennifer McGuinness

President
Invigorate Finance

Ms. McGuinness brings over twenty-five years of lending and aggregation, banking, asset management, servicing, securitization, and structured finance experience to Invigorate Finance (“Invigorate”). Most recently, she was Founder and Head of Aggregation & Structured Finance for Mortgage Venture Partners (“MVP”) and has now partnered with Fay Financial to bring you Invigorate. She is also the Founder of Strategic Venture Partners ("SVP”). Prior to Invigorate, Ms. McGuinness was Senior Vice President of Single Asset Lending for Colony American Finance n/k/a CoreVest American Finance, wherein she created the inaugural products, built and oversaw retail and correspondent lending. Previously, ... (view full description)

Eric Mitchell

Executive Vice President
Gold Star Mortgage

Eric Mitchell is the author of the recently released book “The Why of Money”, an introspective look at How To Get Out Of Your Own Way and Finally Earn What You Deserve! Eric is also the Executive Vice President for Gold Star Mortgage and oversees all Business Development Strategies for their 500+ Employees….Nationwide! ... (view full description)

Fred Moskowitz

Principal
Liberties Management Corporation

Fred Moskowitz is founder and principal of Liberties Management Corporation, a fund manager which focuses on acquisition and management of non-performing residential mortgage assets.

Gordon Moss

CEO
Quixote Ventures

  Gordon began his career in real estate in 1985 as a commercial real estate broker in Orange County California.   He has been an avid student of the masters of all facets of the real estate and investing business for over 25 years.  He now owns and manages a portfolio of properties and notes full time and today is very passionate and active in what he believes is the best real estate and note investment opportunity we will see in our lifetimes. These 25 years of experience and focus give a unique perspective and Gordon takes great pride in the fact that he has a unique ability to make money in any real estate market.  Over the last several years he has studied, developed, refined, and maste ... (view full description)

Rudy Orman

Director of Correspondent Sales & Product Development
Reliant Bank

Reliant Bank is a publicly traded $3Bn Nashville, TN based bank.  Purchasing Non-QM bank statement loans, Alterative Jumbo, Investor Debt Service and Home Equity Loans.

Rudy has over 30 years of mortgage experience which include creating one of the largest subprime conduits for Household Finance.  Also helped create a mortgage conduit for Goldman Sachs.  Also purchased MSR’s and NPL’s for Carrington,  Marathon Asset Management and American Capital Mortgage Investment.
 

Shea Pallante

President
Sprout Mortgage

Shea Pallante is the President of Sprout Mortgage, the leading provider of rental and Non-QM loans. Previously, Shea was Managing Director at CIVIC Financial Services where he helped the one time start up become an industry leader in originating business purpose loans. Shea has over 18 years of experience in the residential mortgage industry with a focus on sales, acquisitions/dispositions, asset management, and strategic planning. Shea holds a degree in Labor Law from Pennsylvania State University.
 

Allen Price

Senior Vice President- Sales, Marketing and Client Management
BSI Financial Services

Rick Roque

Corporate VP
Shamrock Home Loans

in 2009, Rick Roque founded Menlo Company,  a mortgage and technology focused capital fundraising and M&A firm working with many of the largest retail mortgage banks in the United States on their technology and growth-oriented priorities.  Most recently, Rick joined the executive management team at Shamrock Home Loans, based in Rhode Island and is one of the oldest mortgage banks in the United States.  The scope of his work is to expand their licensing and production footprint across the United States and make Shamrock one of the top mortgage originators across the country.  Rick speaks at state and national mortgage conferences on mortgage market forecasts, production trends, emerging m ... (view full description)

Sujoy Saha

Director
S&P Global Ratings

Sujoy Saha is a Director in the Structured Finance Ratings Practice at S&P Global Ratings primarily focusing on U.S. Residential Mortgage-Backed Securities (RMBS). In this capacity, Sujoy leads the credit/structural analysis of new issuance transactions, surveils RMBS ratings and publishes research. Prior to his current role, Sujoy worked in the Asset Backed Securities group analyzing Auto Loan/Lease, Student loan, Equipment and Dealer floor plan transactions. He holds a Bachelor's in Engineering from IIT-KGP and a Master's in Business Administration from NYU.
 

Lisa Schreiber

President
LSK Consultants

Throughout Lisa’s tenure in the mortgage industry, she has become known as a builder of businesses. Most recently at NewRez LLC as SVP Non-QM and just prior, building out Sprout Mortgage’s platform focusing on technology solutions, scaling operations from origination through securitization, product development and training initiatives leading to brand adoption. As both a consultant and employee, her accomplishments also include, Home Point Financial Business Transformation, Ellie Mae’s Total Quality Loan initiative which is now a standard within the platform and EVP at American Brokers Conduit (ABC) where Lisa Schreiber led the vision and implementation of the platform tha ... (view full description)

Mike Sekits

Principal
Strandview Properties

Mike has been a private equity investor and investment banker in financial services for 32 years. Prior to co-founding Strandview in 2016, Mike co-founded and managed three special opportunities funds aggregating over $250 million for Jacobs Asset Management (“JAM”), where he developed and executed investment strategies in sectors such as mortgage, asset management and management of distressed loans. While at JAM, Mike served as a highly proactive and strategic board member for nine companies which, at their peak, generated over $400 million in aggregate revenues employed approximately 4,500 people and managed over $3 billion in assets. Prior to joining JAM in 2006, Mike founded and built Se ... (view full description)

Robert Senko

President
ACC Mortgage, Inc

Robert Senko (Founder & President) is a graduate of the University of Maryland and has been a successful real estate executive and entrepreneur for over 27 years. Mr. Senko founded All Credit Considered Mortgage (ACC), the oldest Non-QM Lender, in May 1999. ACC has since grown into a multistate wholesale platform offering a full array of non-traditional and Non-QM mortgage products and privately funded portfolio loans. To also support ACC, Mr. Senko has also form Right Opportunity American REIT in 2015.  Prior to founding ACC, Mr. Senko served as President and Owner of Senko Financial Services from July 1995 to March 1998 and sold that company to a publically traded firm.  ACC is still a ... (view full description)

Nik Shah

CEO
home.llc

Adriana Shannon

Managing Director
CTF Asset Management

Max Slyusarchuk

CEO
A&D Mortgage

Max Slyusarchuk became CEO of A&D Mortgage in 2012. With over 20 years of mortgage and banking experience, Slyusarchuk is also a shareholder and Vice Chairman of the Board of Home Federal Bank of Hollywood. He supervises all day-to-day activities and strategic planning for A&D Mortgage and is responsible for business development and relationships with key partners.  Slyusarchuk has successfully launched and raised capital for multiple projects across a wide spectrum of industries, including the financial and construction segments. He has experience in both private equity investments and portfolio management for institutional and private sector clients in Eastern Europe and the ... (view full description)

Adam P. Smith

President and Founder
The Colorado Real Estate Finance Group, Inc.

Adam P Smith is the President and founder of The Colorado Real Estate Finance Group, Inc., a commercial and residential real estate firm, and owner of Just The Tips Coaching. During his lending career he has helped thousands of clients, both individuals and corporations, in their goals regarding real estate finance as well as both personal and corporate finance. He has written billions of dollars in mortgage and finance deals. Adam has also coached hundreds of sales professionals on lead generation, client retention, repeat and referral sales prospecting, and zero cost marketing. Adam is the author of the best-selling sales book, Just The Tips, and has been published in numerous trade ... (view full description)

Eli Smush

VP, Regional Sales
Civic Financial Services

William Tessar

President & CEO
CIVIC Financial Services

With over 30 years of mortgage industry experience, visionary lending leader William J. Tessar joined CIVIC in March 2017. William previously founded and served as President of three mortgage companies resulting in residential funding volume exceeding $35 billion. On top of his leadership accolades and track record of scaling organizations to new heights, William was formerly one of the nation's top loan originators. Having been in the shoes of the originator, he has a unique vantage point that creates a recruiting, training and management style that sets the gold standard among industry leaders. His industry knowledge and people-first philosophy have resulted in several personal ... (view full description)

Nathan Turner

President
Earnest Inc

Nathan Turner is known in the note world as ‘the Canadian Note Guy’. Having run several businesses prior (including fix and flip real estate), he discovered notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc, where he actively manages assets for passive investors, with a focus on purchasing non performing 1st lien mortgages and CFDs in the US with the intention of reworking the loans before reselling as performing loans or REO properties. Nathan’s specialties include raising private capital, analyzing assets, and developing systems and strategies to accommodate an eve ... (view full description)

Giomar Vasquez

California & Florida Broker
G & V Options & Solutions Inc

Giomar Marcela VasquezLicensed in California and FloridaReal Estate and Mortgage Broker NPL Due Diligence FL  Broker License # BK3351317 CA Broker License # 01500295 NMLS License# 310884 G & V OPTIONS & SOLUTIONS INC. RE License # 01873038 NMLS License# 1160564 Address: 10630 Downey Ave #100B. Downey, CA 90241 Direct Line: (305)9-123REO Cell Phone: (562) 857-1007 Fax Line: (888) 416-8606 E-Mail: Giomar.Vasquez@gmail.comWebsite: Https://www.homesGandV.com Specialties of Company: Commercial ... (view full description)

Shreyas Venkatasubramaniam

CFO
Redstone

Shreyas Venkatasubramaniam is the CFO & CTO at Redstone where he oversees capital markets, pricing, strategy, accounting, finance, credit and risk functions in addition to overseeing the development of technology products.Mr. Venkatasubramaniam has extensive quantitative experience in alternative credit investing and executing specialty finance and corporate transactions. He has deep experience in building quantitative strategies for a variety of asset backed securities including equities, marketplace loans and other fixed income assets.Prior to Redstone, he was an Investment Banker focused on M&A ... (view full description)

Raviv Wolfe

CEO
Redstone

Raviv Wolfe has nearly 20 years of ABS and structured credit and financial markets experience spanning investment strategy, capital formation and risk management. He began his financial services career in Asset Backed Securities (ABS) at HHF LP in Chicago focusing on the Mortgage Backed Securities sector with an emphasis on RMBS. Prior to Redstone, Mr. Wolfe has held executive positions at multiple fintech platforms focused on unsecured consumer lending. During these experiences, he led technology platform development, and private placement of fixed income portfolios, among others. Mr. Wolfe was the Managing Partner at AmericaOne Capital where he also serv ... (view full description)

Steve vonBerg

Counsel
Buckley LLP

Steven R. vonBerg is Counsel in the Washington, D.C., office of Buckley LLP. Combining his legal skills with insights gleaned from seven years in the mortgage industry as a loan officer and underwriter, he delivers practical, business-oriented advice on regulatory compliance matters to bank and nonbank mortgage lenders and mortgage servicers.   Mr. vonBerg’s practice is focused on the full spectrum of federal mortgage lending laws, particularly those that have come out of the Consumer Financial Protection Bureau (CFPB), including the Ability-to-Repay and Qualified Mortgage (ATR/QM) rule, the Loan Originator Compensation rule, the Truth in Lending Act-Real Estate Settlement Proced ... (view full description)
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Event Contacts for The 2nd Annual Non-QM Forum

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

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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