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1st Reliant Home Loans, President
A2R Holdings LLC, Manager
AAA Capital Investments, Secondary Marketing Manager
AAA Capital Investments, President
ACC Mortgage, Regional Sales Manager
ACC Mortgage, President
Acra Correspondent Lending, Business Development Officer
Acra Lending, Regional Director of Wholesale Sales
Acra Lending, SVP Regional Wholesale Sales
Acra Lending, VP Correspondent
Acra Lending, Managing Director, Correspondent Lending
Acra Lending, Marketing Director
Acra Lending, Executive Chairman & President
Acra Lending, Senior Vice President
AIG, Vice President
AllianceBernstein, Portfolio Manager
Ally Financial, Portfolio Manager
Almitas Capital, Managing Principal
Altura Credit Union, Chief Legal Officer
AmeriFirst Financial, Branch Manager, Sr. Mortgage Loan Officer
AmWest Funding, CEO
Andrew Davidson & Co., Managing Director
Andrew Davidson & Co., Marketing Director
Andrew Davidson & Co., Director of Business Development
Andrew Davidson & Co., Financial Engineering Analyst
Angel Oak, Chief Financial Officer
Angel Oak, Chief Marketing Officer
Angel Oak, Managing Director Advisors
Angel Oak, Executive Vice President of Production
Angelo, Gordon & Co., Director
Annaly Capital Management, Managing Director
Aperio Capital Management, Chief Investment Officer
Apollo Global Management, Managing Director
Arc Home, Regional Vice President
Arc Home, CEO
Arch Capital Group, Executive Vice President, Head of Alternative Markets
Arch Mortgage Funding, VP, AMF Credit
Arch Mortgage Funding, VP, Sales
Arch Mortgage Funding, Senior Vice President
Area Wide Realty Corporation, BROKER - NRBA Vice President
Ares Management, Managing Director
Ares Management, Associate
Aspen Capital / Great Ajax Corp., Director
Assurance Financial Group, Chief Digital Officer
Athas Capital Group, Senior Account Executive
Baker Sterchi Cowden & Rice, Attorney
Balbec Capital LP, Analyst
Balbec Capital LP, Managing Director, Mortgage Pricing & Risk
Banc of California, SVP Warehouse Lending
Banc of California, EVP, Managing Director
Bank of America, Managing Director
Bank of America, Director
Bank of America, Head of CLO and RMBS Strategy
Bank of America, Director; Corp Inv Financial Manager, Secondary Marketing, Whole Loan Portfolio Management
BankUnited, EVP-Mortgage Warehouse Lending
BankUnited, Chief Investment Officer
Barclays, Associate
Barclays, Managing Director
Barclays, Whole Loan Trading
Barclays, Director
Bayview Asset Management, MD
Bayview Asset Management, VP, Portfolio Manager
Bayview Asset Management, Senior Vice President
Bayview Asset Management, Vice President
Bayview Asset Management, Managing Director
Bayview Asset Management, Head of Correspondent Lending
Best Capital Funding, Vice President
Black Fox Investments, CEO
Black Knight, Sales Executive
Black Mountain Capital, MD
Blue Water Financial Technologies, Managing Partner
Blue Water Financial Technologies, Capital Markets Technology Specialist
Boston Portfolio Advisors, Managing Director
BTIG, Director
Buckley LLP, Associate
Buckley LLP, Counsel
C2 Financial Corporation, Mortgage Loan Consultant
C2 Financial Corporation, Sr. Loan Advisor
Caliber Home Loans, Vice President, Production Support
Calyx software, Director of Sales
Campbell Financial Services, Broker, Mortgage Lending
Capital Loans, Broker
Capital Markets Chrisman, Consultant
Carrington Mortgage Services, Sr. Wholesale & Correspondent Account Executive
CarVal Investors, Vice President
Celebrity Home Loans, Chief Capital Markets Officer
Cenlar FSB, Senior Vice President
Cenlar FSB, Executive Vice President
Centerbridge, Investments
Centier Bank, VP Mortgage Warehouse
Change Home Mortgage, VP, Account Executive
Change Home Mortgage, SVP Wholesale
Change Home Mortgage, Chief Production Officer
Change Home Mortgage, Bus. Dev. Coordinator
Change Lending, COO
Cherry Hill Mortgage Investment Corp., President & Chief Executive Officer
Citigroup, VP
Civic Financial Services, VP, Regional Sales
Class Valuation, National Sales Manager
Clayton, VP Business Development
Coldwell Banker, Investor, Realtor & Broker Associate
Commercial Capital Investments, President
Computershare Loan Services, EVP, National Servicing Sales Executive
Computershare Loan Services, Marketing Manager
Computershare Loan Services, EVP, Business Development,
Concord Eastridge, Senior Vice President
Consolidated Analytics, Director of Client Engagement
CoreVest, Chief Operating Officer
Covius, National Director of Sales
Covius, Chief Business Officer
CPPIB America, Senior Associate
Credit Plus, Executive VP Product Development
Credit Suisse, Associate
Credit Suisse, Director
CRESTICO, Co-Founder & Executive
Crosby Capital, Principal
Cypress Mortgage Capital, VP, Director of Products
DBRS Morningstar, Senior Vice President
DBRS Morningstar, Senior Vice President, RMBS
DBRS Morningstar, Managing Director
DBRS Morningstar, Managing Director - BD
DBRS Morningstar, Vice President, Global Brand & Marketing
DBRS Morningstar , Sr. Vice President Business Development
Deephaven Mortgage, Wholesale Regional VP
Deluxe, Strategic Business Development Exec
Developer's Mortgage Company, Chief Operating Officer
DoubleLine Capital, Portfolio Manager
DoubleLine Capital, Mortgage-Backed Securities
Earnest , President
Eastview Investment Partners, Chief Investment Officer
Edgestone Real Estate, Broker
Ellington Management Group, Managing Director
Emerald Pacific Capital, Managing Partner
Emporium TPO, President
Equity Capital Home Loans, President & CEO
Equity West Capital, Director
eRESI Capital, Chief Executive Officer
Eris Innovations, CEO
Eris Innovations, Managing Director
Evolve Capital Partners, Chief Executive Officer, Founder and Managing Director
Fairbridge Asset Management, Director
Federal Home Loan Bank of Chicago, Model Risk Manager
Federal Home Loan Bank of Chicago, VP, Dir- Balance Sheet Quantitative Analysis
Federal Reserve Bank of Atlanta, Subject Matter Expert
FGMC, Chief Executive Officer
Finance of America, Managing Director
First Guaranteed Financial, Mortgage Banker
First Guaranty Mortgage Corporation, Loan Originator
First Guaranty Mortgage Corporation, EVP – Head of TPO Production
First Guaranty Mortgage Corporation, SVP, NQM Development & Production
First Guaranty Mortgage Corporation, SVP Marketing
First National Bank of America, AE Correspondent Lending
First National Bank of America, VP - Correspondent Div
Fitch Ratings, Associate Director
Fitch Ratings, Senior Director, North American RMBS and Covered Bonds
Fitch Ratings, Managing Director
Fitch Ratings, Director
Fitch Ratings, Sr Director - Structured Finance BRM -RMBS
Flagstar Bank, Executive Vice President
Flagstar Bank, SVP - Chief Product Officer
Flagstar Bank, Senior Vice President
Fortress Investment Group, SVP
FundLoans, CEO and Co-Founder
FundLoans, President and Co-Founder
G & V Options & Solutions , CEO/President
Galleria International Realty, Broker
GEM Mortgage, Branch Manager
Glass Mortgage Consulting, President
Gold Star Mortgage Financial Group, Chief Process Officer
Gold Star Mortgage Financial Group, Capital Markets and Investor Relations Manager
Gold Star Mortgage Financial Group, National Underwriting Manager
Gold Star Mortgage Financial Group, Vice President Strategic Partnerships
Gold Star Mortgage Financial Group, Sr. Processor
Gold Star Mortgage Financial Group, Branch Manager
Gold Star Mortgage Financial Group, VP, TPO
Gold Star Mortgage Financial Group, Executive Vice President
Golden 1 Credit Union, Home Loan Advisor
Goldman Sachs, Vice President
Goldman Sachs, Managing Director
Goldman Sachs Asset Management, Vice President
Great West Investments, Analyst
Greenhills Capital Management, Managing Partner
Guaranteed Rate, Senior Vice President of Mortgage Lending
Gulf Credit Opportunities Fund, Head of Structured Credit, CEO
Homelend, Head of Business Development
Homes and Loans, Broker
HomeXpress Mortgage, SVP
HousingWire, Reporter
Hudson Advisors, Director
Hudson Advisors, Managing Director
Huffman Associates Executive Search, SVP Executive Search
HW Media, CEO
Impac Mortgage, EVP Alternative Credit/Chief Investment Officer
Impac Mortgage, SVP Capital Markets
Impac Mortgage, SVP Securitized Products
Impac Mortgage, Chief Administrative Officer
Incenter, Manager
Incenter, Director of Sales
Infinity IPS, Senior Vice President
Infinity IPS, Senior Vice President of Due Diligence (Servicing)
Infinity IPS, Compliance Lead
Infinity IPS, CEO
Influunt, CEO
Integrity Credit Corporation, Sr. Business Analyst
Integrity Credit Corporation, President
Integrity Credit Corporation, Commercial Mortgage Loan Officer
Interfirst, VP Production
InTrust, Broker
JP Morgan, Vice President
JP Morgan , Executive Director
Kajaine Capital, President
KBishop Funding, Mortgage Broker
KBRA, Director
KBRA, Senior Managing Director, RMBS
KBRA, Managing Director, RMBS
KBRA, Associate Director Marketing & Communications
Keefe, Bruyette & Woods, Managing Director
Keller Williams, Sr. REO Broker/Team Leader
Keller Williams, Broker
KKR, Associate
Kroll Bond Rating Agency, Associate
Kroll Bond Rating Agency, Senior Managing Director
Landmark Real Estate & Mortgage, Broker
LBS, Processing Manager
LBS, President & CEO
Lenders One, National Director
LendSure Mortgage Corp, Co-Managing Director
Leste Capital Management, Managing Director
Lexant Advisors, Chief Executive Officer
Loan Direct, Managing Partner
LoanPASS, President
LoanPASS, Chief Revenue Officer
LoanScorecard, Professional Services Director
LoanScorecard, Business Development Associate
LoanScorecard, PSG/Client Relationship Mgr/BSA
LoanScorecard, Tradeshow and Events Manager
LoanStream Mortgage, EVP Correspondent Lending
LoanStream Mortgage, President
LoanStream Mortgage, Marketing Coordinator
LoanStream Mortgage, Chief Operations Officer
LoanStream Mortgage, EVP, of Non Conforming
LoanStream Mortgage, Director of Marketing
Lonestar Funds, Sr Managing Director
Lonestar Funds, Senior Managing Director
Long Run Partners, President
Long Run Partners, CEO
Lord Abbett, Managing Director, Portfolio Manager
LSK Consultants, President
Lucid Management and Capital Partners , Partner & Senior Portfolio Manager
Luxury Mortgage Corp., Marketing Manager
M Stevens Wealth Advisors, Chief Executive Officer
Man Group, Analyst
Marathon Asset Management, Managing Director
Marathon Asset Management, Director
Marin Mortgage Group, Loan Officer
Marin Mortgage Group, Branch Manager
Marinosci Law Group, PC, President
Mason McDuffie, Senior Loan Officer
McDonnell & Associates, Executive Vice President
MCM Capital, Director
MCM Capital, Portfolio Manager
MCT, Managing Director
MeridianLink, Product Marketing Manager
MetLife, Director
MIAC Capital Markets, Senior Vice President
MIAC Capital Markets, Managing Director
Mill City Loans, Co-Founder
Mission Global, CEO
Mission Global, COO
Mortgage Capital Trading, Managing Director of Business Development
Mortgage Capital Trading, Director, Investor Services
Mortgage Link1, Broker of Record
Movement Mortgage, Branch Manager
Mutual of Omaha Insurance Company, Director of MBS Trading
Nations Holding Company, Executive Assistant
Nationwide Mortgage, President & Broker
Nationwide Mortgage Bankers, Senior VP of Servicing & Agency Relations
Nationwide Property & Appraisal Services, Chief Valuations Officer
Nationwide Property & Appraisal Services, Outside Account Manager
Nationwide Property & Appraisal Services, Marketing Coordinator
Nationwide Title Clearing, AVP Business Development
Natixis, Executive Director
Natixis, Managing Director
NEO Home Loans, Co-Creator/Division President
New American Funding, Branch Manager
New American Funding, Loan Consultant
New View Asset Management, Partner
Newbold Advisors, Principle
Newbold Advisors, Senior Director
Newfi Lending, SVP
Newfi Lending, CEO
NewRez, SVP of Non QM Product
NewRez, Senior Vice President, National Underwriting
NewRez, CMO
NexBank Capital, SVP
NexBank Capital, EVP COO
NexBank Capital, President and CEO
Next Mortgage, Sr Loan Officer
Nikkael Home Loans, Chairman & CEO
Northrop Grumman Federal Credit Union, Chief Financial Officer
NPAS, VP - National Account Executive
NVMS, Director of Business Development
Oaktree Capital, Consultant
Ocrolus, Senior Technical Product Manager
Ocrolus, Sales Engineer
Ocrolus, Mortgage Analytics Specialist
Ocrolus, Enterprise Account Executive
Ocrolus, VP Content Marketing
Ocrolus, Events Marketing Manager
One American Bank, Regional Manager/Retail Mortgage
OptifiNow, VP of Sales
Orestes Capital Management, Managing Partner
Origin Bank, SVP
Pacific Lending, Executive Vice President
Pacific Real Estate Group, Broker
Pagaya Investments, Head of Growth, US
Pagaya Investments, SVP, Head of of Innovation USA
Paramount Residential Mortgage Group, Eastern US Sales Manager
Park Cities Lending, Inc., Vice President
Park Slope Advisors, Founder/CEO
Payden & Rygel, Director
PCMA Private Client Lending, CEO/Founder
PCMA Private Client Lending, VP of Operations
PCMA Private Client Lending, VP Communications
PCMA Private Client Lending, President
PCMA Private Client Lending, President of PCMA Capital
PCMA Private Client Lending, CEO
PeerStreet, Vice President of Institutional Sales
PeerStreet, Head of Capital Markets
PennyMac, MD, Portfolio Investments
PennyMac, Senior Managing Director, Deputy CIO
PennyMac, Chief Investment Officer
PHH Mortgage, SVP Enterprise Sales
PHH Mortgage, Director Enterprise Sales - Commercial
PHH Mortgage, Marketing Manager
Pikes Peak Capital, Managing Partner
PIMCO, VP, Portfolio Manager
PIMCO, Managing Director
PIMCO, Vice President, Portfolio Management
PIMCO, EVP, Portfolio Manager
PIMCO, SVP Portfolio Manager
Pinnacle Home Loans, Regional Vice President
Plaza Home Mortgage, AVP Non-QM
Ponce Bank, President Mortgage World Bankers
PrideCo Loan, Head of Originations
Primary Residential Mortgage, Area Manager
PRP, Senior Managing Director
Quontic bank, Regional Sales Manager
Quontic Bank, Founder, CEO
Quontic bank, President-Mortgage & CLO
Quontic bank, SVP of Marketing
R.J. O'Brien & Associates, SVP, Fixed Income Group
RBC Capital Markets, Director
RBC Capital Markets, Director, Central Funding Group
RBC Capital Markets, Managing Director
RBC Capital Markets, MD/Senior Trader
Reliant Bank, Director of Correspondent Sales & Product Development
Rellion Inc, President
Revere Capital, SVP
Reverifi, CEO
RicherValues, Director of Sales
RJ O'Brien, SVP
RJ O'Brien, Managing Director
Roc Capital, Underwriting Associate
Roc Capital, Associate
Roc Capital, Relationship Manager
Roc Capital, Vice President
Roc Capital, Managing Director/ Head of Digital Marketing and Growth
Roc Capital , Co-Founder
Roc Capital , Underwriter
Rushmore Loan Management, CEO
Rushmore Loan Management , President, Servicing Division
S&P Global Ratings, Director
S&P Global Ratings, Senior Director, U.S. RMBS
S&P Global Ratings, Associate Director
S2 Capital, Broker/Owner
Second Half Properties, Managing Partner
Secured Debt Capital Management, Managing Director Capital Mkts
Sena Capital, Managing Member
Sharestates, Regional Director
Sharestates, SVP
SitusAMC, Managing Director
SitusAMC, Senior Director
SitusAMC, Senior Director - Sales
Sprout Mortgage, Executive Vice President, Capital Markets
Starwood Capital Group, Managing Director
Starwood Capital Group, Associate
Stronghill Capital, Co-President
Stronghill Capital, CEO
Success Financial Group, broker
Swiss Capital, President
TDR Mortgage, President
Texas Capital Bank, Vice President, Counterparty Risk
Texas Capital Bank, Senior Vice President
Texas Capital Bank, President of Mortgage Finance
Texas Capital Bank, EVP, Director Warehouse Lending
Thayer Street Partners, Managing Partner
The Colorado Real Estate Finance Group, President and Founder
The StoneHill Group, Director- Strategic Accounts
The StoneHill Group, Director-Strategic Accounts
Tilden Park Capital Management, Director
Treliant, Senior Director
Tristar Home Loans, Loan Officer
Uhler Mortgage Solutions, Broker
Uhler Mortgage Solutions, Loan Associate
Union Bank, Portfolio Manager
Upstart, General Manager
Varde Re, CIO, CTO
Vaultedge Software, CEO
Veros Real Estate Solutions, Sales Director
Veros Real Estate Solutions, VP, Sales
Visio Lending, President
Vista Point, COO
Vista Point, Correspondent Lending
Vista Point, SVP Correspondent Lending
Vmax Lending, Principal
VRM, Senior Vice President
Waterfall Asset Management, Vice President-Capital Markets
Waterfall Asset Management, MD, Head of Capital Markets
Wedgewood Loan Assets, Whole Loan Trader
Western Asset Management Company, Portfolio Manager
Western Asset Management Company, Structured Products
Wholesale Mortgage Bankers, President
Winnow Solutions, VP, Design and Marketing
Wipro Opus Risk Solutions, Director of Business Developme
Wipro Opus Risk Solutions, Head of Presales
Wipro Opus Risk Solutions, Managing Director, Biz Dev
Wright, Finlay & Zak, Quality Control Analyst
Wright, Finlay & Zak, Partner
Xactus, EVP Sales
Yellowfi Mortgage, Director of Lending and Sales
YouLand, CEO
Zero Point Loan, Processor
Zero Point Loan, MLO Intern
Zero Point Loan, Mortgage Broker

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Phone: +1 (212) 901-0506
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Event Contacts for The 3rd Annual Non-QM Forum


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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.

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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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