Brad A. Molotsky

Partner
Duane Morris LLP

Brad A. Molotsky is a partner and practices in the area of real estate law. He serves as the co-head of the firm’s Opportunity Zone practice and is a team lead for the Duane Morris Project Development/P3 industry group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and capital deployment, development, commercial leasing (including a focus in cannabis leasing), acquisitions and divestitures, financing, public-private partnership (PPP or P-3) and real estate joint ventures (including mixed-use and multi-family development). He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit, ... (view full description)

Jay Augustyn

Partner
Ice Miller

Jay Augustyn is a partner in Ice Miller’s Real Estate Practice. He represents clients in all manners of real estate transactions, including acquisitions and dispositions, financing, leasing and joint ventures. Jay also advises investors, developers and entrepreneurs in fund formation and investment matters with respect to the federal Opportunity Zone program and other federal, state and local programs to improve efficiency of project financing.
 

Daniel Barile

Partner & Portfolio Manager
SkyBridge Capital

Daniel Barile, CFA is a Partner, Portfolio Manager and Senior Investment Analyst at SkyBridge Capital. As a Portfolio Manager, Mr. Barile is responsible for oversight of the SkyBridge Opportunity Zone REIT. As a Senior Investment Analyst, Mr. Barile is responsible for manager sourcing, research and due diligence across a wide variety of alternative investment strategies. He is also a member of the Real Estate Investment committee. Prior to joining SkyBridge in June 2010, Mr. Barile was responsible for manager due diligence in the Hedge Fund Management Group at Citigroup Alternative Investments (CAI). Prior to joining CAI, Mr. Barile covered traditional and alternative asset managers from a v ... (view full description)

Marc Berkowitz

Co-Founder
CoPlace

Marc Berkowitz is an investor and innovator with 20+ years of strategic and hands-on experience in real estate, investment banking, and start-ups. Berkowitz is currently a Co-Founder at CoPlace, an investment and advisory firm that focuses on activating distressed areas by revitalizing their local communities and business ecosystems. CoPlace’s mission is to transform communities while generating positive ROI and propelling economic growth. Berkowitz and his team have completed multiple socially and economically impactful CoPlace projects, which have received multiple awards and garnered international attention from industry, government, and academi ... (view full description)

Craig Bernstein

CEO/COO
OPZ Capital

Craig Bernstein is the Chief Investment Officer of OPZ Bernstein, a subsidiary of The Bernstein Companies, a Washington, DC based real estate investment management firm. Mr. Bernstein has more than 20 years of experience in real estate, including acquisitions, dispositions, construction, development, financing, asset management, property management and leasing. Mr. Bernstein is responsible for establishing OPZ Bernstein’s strategic initiatives and overseeing the Fund’s investor relations.     As one of the nation’s leading Opportunity Zone experts, Mr. Bernstein has contributed to stories for The New York Times, Associated Press, Washington Post and CNBC. Mr. Bernstein is a frequ ... (view full description)

Paul Chambers

Tax Partner
KPMG LLP

Paul is tax partner in charge of Chicago’s Real Estate Tax Practice. He leads a team of six other managing directors and partners and almost 70 other tax professionals focused solely on the real estate industry.  With over 23 years of tax experience, Paul provides comprehensive tax structuring, planning, and compliance services to the real estate industry and is a lead partner in Chicago’s Qualified Opportunity Zone practice.  Paul has significant experience in providing comprehensive tax planning and compliance services to all sectors of the real estate industry, including real estate funds, public real estate investment trusts (REITs), non-traded REITs, developers, joint ventures, and real ... (view full description)

Peter Ciganik

Managing Director
GTIS Partners

Gene Crick

Partner
Nelson Mullins Riley & Scarborough LLP

Gene Crick handles income tax issues and transactional legal work with respect to the buying and selling of entities or assets for various business clients. His transaction and tax experience includes affordable housing, historic buildings, and commercial buildings qualifying for federal income tax credits. Mr. Crick primarily renders federal income tax advice for partnerships, limited liability companies, corporations, and tax-exempt entities in domestic and foreign transactions. He is also knowledgeable in many international tax matters. Due to his experience as a Certified Public Accountant and a tax accountant, he is frequently engaged to analyze and offer solutions to sophis ... (view full description)

Michael Dombai

Managing Director
Cortland Part of Alter Domus Group

Michael Dombai - Director, Real Estate Services Michael Dombai is a director in Cortland’s Private Equity and Real Estate Services Group. Michael manages the relationships for Cortland’s clients that invest in all real estate assets classes including, debt, equity, securities and structured products. Prior to joining Cortland, Michael directed all business development activities for commercial real estate services within LaSalle Bank's Global Securities and Trust Services group. Michael graduated from DePaul University with a Bachelor of Science degree in Finance.

Louis Dubin

Managing Partner
Redbrick LMD, LLC

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Matthew Ehinger

Partner
Ice Miller LLP

Matt Ehinger is a partner in the Firm's Tax Group. Matt advises clients on a variety of state and local income tax issues, including income tax, sales tax, as well as real and personal property tax. Matt also counsels tax-exempt clients (nonprofit public charities, private foundations and governmental entities) on a broad range of issues including corporate formation and governance, achieving tax-exemption, tax compliance, lobbying and political activities, unrelated business income and other business matters, including joint ventures, mergers, taxable subsidiaries, limited liability companies and other affiliates to minimize tax liability and protect their tax-exempt status.
 

Kyla Ehrisman

Associate
Mick Law P.C. LLO

Jesse Fahy

Manager-Venture Capital
Preqin

Jesse Fahy is the VP – Private Capital Funds (Americas) at Preqin, the alternative assets industry’s leading source of data, insights and solutions. Jesse leads a team of over 10 analysts responsible for direct engagements with fund managers across the private capital industry. Jesse has full ownership of this dataset, with he and his team responsible for the quality, growth and dissemination for the Americas. Prior to this, Jesse led the venture capital efforts at Preqin, helping to set strategy for the asset class globally, and was one of the first analysts working on the hedge fund product when he first joined the company.
 

Steven Friedman

Director
CohnReznick

Steve Friedman, CRE, FRICS, is a tax director with more than 30 years of tax planning experience. Steve’s clients cross all property types, including residential and commercial land development, single family for-sale, single family rental, and multifamily rental and for-sale. He advises real estate developers, operators, managers and their investors, whether domestic or foreign, taxable or tax-exempt, institutional or retail. He brings a wealth of technical knowledge and practical experience to transactional tax planning and execution, whether wholly domestic or cross-border. Steve has extensive experience in structuring, planning and executing transactions through a myriad of forms of lega ... (view full description)

Scott Goodman

Co-Founder and Managing Partner
Decennial Group

For decades, Scott Goodman built up a reputation for transforming neighborhoods through his real estate development and investment projects, committed to the kind of long-term investments and inclusive growth at the heart of the new Opportunity Zones program. When OZs became law, he knew exactly what kind of team was needed to fulfill what its creators envisioned, and brought together partners who are the best in their fields of expertise to form the Decennial Group. He serves as the founding principal of Farpoint Development. With a lifetime of experience in real estate development focusing on investor relations, procurement of financing and equity and transaction structuring, he serv ... (view full description)

Josh Graham

Senior Manager
Wipfli

Josh Graham is senior manager in the firm’s tax practice and is a tax leader of the Chicago market’s construction and real estate practice. Josh is well versed in tax reform and is key contributor to the firm's opportunity zone team.  Josh has spent the majority of his career focusing on the taxation of flow-through entities and also has significant corporate, multistate, and international tax experience. He has a very strong understanding of the tax code and enjoys finding tax savings opportunities for his clients as well as being their trusted advisor. 

Valerie Grunduski

CPA & Senior Associate, Tax
Plante Moran

As a real estate tax specialist, Valerie advises her clients on planning concerns related to purchases and sales, buy-outs and redemptions, tax and debt structuring, historic tax credits, and other community development incentives. Furthermore, she consults with clients on how to best utilize the new opportunity zone incentive. As the firm leader of this investment vehicle, she works with those seeking to create opportunity zone funds and is involved in a coalition to help policymakers shape regulations and legislative corrections. Valerie also regularly speaks about the program to associations and at conferences, and was named a Top 25 Opportunity Zone Influencer by Opportunity Zone Magazin ... (view full description)

Chaz Guinn

President
Revolve Capital Group

Chaz Guinn is the President and Managing Director of Revolve Capital Group “Revolve”. Chaz, specializes in 1st lien NPL/RPL whole loan trading, and has built a track record of structuring, negotiating, and executing some of the largest trades in the lower-valued market segment.Over the past decade, Chaz established whole loan trading desks for two large private equity firms in the U.S. that managed well over a billion dollars in delinquent loans. Chaz has been focused on building lasting relationships with Wall Street, Investment Banks, GSE’s, large real estate funds, qualified national vendors and servicers to allow Revolve Capital Group ... (view full description)

Shafron E. Hawkins

Co-Founder & CEO
Opportunity Funds Association

Before co-founding the Opportunity Funds Association, Shay was the senior tax policy advisor to Senator Tim Scott, a Senate Finance Committee Member. Shay served as Senator Scott’s advisor throughout the 2017 Tax Cuts and Jobs Act. During the legislative process, Shay was the driving force behind the Opportunity Zones provision working with House and Senate Conferees, the White House, and other key stakeholders. Shay started on Capitol Hill as Legislative Fellow to Representative Jim Renacci.   Prior to coming to Capitol Hill, Hawkins spent five years as an investment banker at what is now Results International. A native of Cleveland Ohio, Shay started his caree ... (view full description)

Jill Homan

President
Javelin 19 Investments

Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate development, investment, and advisory firm with more than $155 million in investments and transactions and a leader in the new Opportunity Zone ("OZ") area.  Ms. Homan has more than fifteen years' experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling over $400 million in total capitalization.  Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program ... (view full description)

Gavriel Kahane

Managing Partner & CIO
ODG

 Gavriel oversees operational and financial strategy for ODG. He is CEO and co-founder of Arkhouse Partners, an opportunistic real estate private equity firm. Previously the Director of Operations and Finance at The Sapir Organization, Gavriel managed over 2.5MM sf of leasing and $3.6B in financing, acquisitions and dispositions, including the sale of Eleven Madison Avenue in New York - the highest grossing single- asset sale ever recorded.
 
Gavriel is the Managing Partner and Chief Investment Officer of Opportunity Development Group (ODG).
 

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Daniel Kowalski

Counselor to the Secretary
U.S. Department of the Treasury

Daniel Kowalski currently serves as a Counselor to the Secretary of the Treasury.  In this role, Dan advises the Secretary regarding Treasury’s efforts to drive the Administration’s domestic policy agenda. His particular areas of focus are budget and fiscal policy; health, education and welfare policy; tax policy; and infrastructure policy.  From June through November, 2016, Dan served in several roles in the Trump campaign in New York City with an emphasis on these domestic policy issues.  Dan has 30 years of experience in fiscal policy at the federal, state, and local levels of government.  Prior to Treasury, Kowalski was Deputy Staff Director of the Republican staf ... (view full description)

Scott Krone

Founder & Director of Development
Coda Management Group

Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology.  While obtaining his degree, he also worked as a Project Manager for Optima, Inc.  During his time at Optima, Krone’s responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.   In 2012, Krone founded Coda Management Group – a firm who specializes in managing real estate assets.  Since its inception, Coda has manages a wide range of real estate including single and multi-family homes, retail, commerci ... (view full description)

Sanyu Kyeyune

Program Manager
IMN

Brandon Laughren

Chief Investment Officer
The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing family business interests in community banking and merchant banking. He also serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm, where he sourced, executed and managed private transactions for clients and for his own account. Mr. Laughren has acted as a transaction advisor as well as an invest ... (view full description)

Danielle Lewis

Senior Manager
Wipfli LLP

Nick Marietti

Managing Director, Real Estate
Cresset

Sean Morris

Managing Director
CIM Group

Sean Morris is a Managing Director in the Partner & Co-Investor Relations Group where he leads the Private Wealth Partners Group. In this role, he leads a team working directly with family offices, RIAs, endowments and foundations, pensions and other strategic partners.   Prior to joining CIM, Mr. Morris was Senior Vice President and National Sales Director at Cole Capital, where he managed the external sales team, facilitated relationships with financial advisors and served as a key speaker for due diligence and industry events. Mr. Morris has also served as Senior Vice President and National Sales Manager at Sun Life Financial, running the firm’s independent broker-dealer c ... (view full description)

Mark Neely

Managing Director
EJF Capital

Mr. Neely joined EJF in 2011 and is responsible for the analysis and management of EJF’s high yield and event driven fixed income investments.  He has covered the firm’s bond insurance investments post the financial crisis and has been an internal and external lead for major bondholder restructurings for many of the firm’s fixed income investments.  Mr. Neely has over 14 years of investment and mortgage finance experience focusing on structured product and synthetic/esoteric investment opportunities.  Prior to joining, EJF he worked at Fannie Mae as a mortgage backed securities trader and financial analyst where his role included trading mortgage backed securities and pricing structured lega ... (view full description)

Kostas Poulakidas

Partner
Taft Stettinius & Hollister LLP

Kostas Poulakidas focuses on project finance, public-private partnerships, real estate finance and economic development by providing strategic advice to real estate development firms, private equity funds, family offices and high-net worth individuals, banks, government entities and companies. Kostas is experience on matters related to strategies for combining economic development incentives, private equity, project financing credit enhancement structures, tax increment financing (TIF), private-public partnerships (P3s), EB5 financing, tax benefits related to Qualified Opportunity Zones, forming Qualified Opportunity Zone Funds for private equity investment, and project financing. He is a gr ... (view full description)

Thomas Powell

CEO, Founder
Resolute Capital Partners

Tom is an innovative investment manager and banker with extensive experience in investment banking, private equity, and alternative asset management. His career began in 1988 in Silicon Valley at Wells Fargo Bank where he earned the distinction of being named the youngest Vice President in the Company’s then 140-year history. In 1999, Tom founded and led the growth of ELP Capital, Inc., a multi-billion-dollar mortgage banking and investment company. Spanning a career of almost 30 years, Tom has been responsible for raising and managing more than $1.4 billion of institutional grade and private investments. As an Alumni of Harvard University, Tom has taught international graduate students as a ... (view full description)

Michael Regan

1st Vice President of Investments
CIM Group Inc.

Michael Regan serves as a 1st Vice President, Investments at CIM Group®, where he is responsible for leading the acquisition, management, and disposition of assets across several U.S. submarkets.
Prior to joining CIM, Mr. Regan held various roles at Citigroup and was a part of the Debt Capital Markets division.  
Mr. Regan earned a Bachelor of Science degree with a concentration in Finance from the Wharton School at the University of Pennsylvania and a Master of Business Administration in Real Estate and Finance from the Kellogg School of Management at Northwestern University.
 

David F. Sand

Chief Impact Strategist
Community Capital Management

Michael Sanders

Partner
Blank Rome LLP

Michael Sanders is the lead partner of the Firm’s Washington, D.C., office tax group. He focuses his practice in the area of taxation, offering particular knowledge in matters affecting partnerships, limited liability companies, S-corporations, real estate, tax controversy, opportunity zone funds, and estate planning, including trusts and estates. He also has a large practice in the area of exempt organizations involving healthcare and low-income housing, associations and joint ventures between for-profits and nonprofits, as well as structuring New Markets Tax Credit (“NMTC”) and Historic Tax Credit (“HTC”) transactions. He regularly serves as an expert witness in complex litigation.
 

Robert Scott

Regional Administrator
Small Business Administration

  Rob Scott is the regional administrator for the SBA’s Great Lakes region, overseeing the agency’s operations and mission of helping small businesses start, grow, expand and recover, throughout six states, including Illinois, Indiana, Michigan, Minnesota, Ohio and Wisconsin.   Prior to the SBA, Rob ran his own consulting firm, practiced law, and served as the vice mayor in Kettering, Ohio, where he remains in service as a city councilman. A political devotee, he has worked in the Ohio House of Representatives and on several major campaigns in Ohio, as well. He graduated from Wright State University and holds an honors juris doctorate degree from the University of Dayton Sc ... (view full description)

Debbie Singer

Senior Manager, State and Local Tax - Credits & Incentives
RSM US LLP

Debbie Singer has over 12 years of experience in working with clients to identify and secure state and local tax credits, tax-based incentives, and non-tax incentives for her clients. As RSM’s Great Lakes Credits and Incentives leader, she focuses on creating public/private partnerships to encourage development and she is particularly interested in projects located in blighted or distressed areas. Debbie has specialized experience in tax increment financing and sales tax financing transactions, property tax incentives and New Markets tax credits. She has also worked with clients to structure municipal financing mechanisms to pay for these incentives. Prior to joining RSM, Debbie was a ... (view full description)

Jay Soave

Managing Principal
Cadence Capital Partners

Jay Soave is a Co-Founder and Managing Principal at Cadence Capital Partners, a real estate capital markets advisor. Based out of Cadence's Chicago office, Jay focuses on placing equity and debt for all asset classes nationwide, including several projects located in Opportunity Zones.   Jay has been structuring, negotiating and closing sophisticated transactions for 18 years, representing over $15 billion in gross value. Before joining Cadence, Jay worked in Tishman Speyer's New York office for nine years as a Managing Director in the Transactional Tax Group.  Before TS, Jay worked as an attorney in the Chicago offices of Skadden, Arps, Slate, Meagher & Flom, Kirkland & Ellis, ... (view full description)

James Solomon

Principal & CIO
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 25 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties (SVP Acquisitions) and Soros Fund Real Estate (EVP). ... (view full description)
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*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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