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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)

William Ahern

Partner
Allen Matkins

Bill Ahern is a transactional real estate attorney with an ability to grasp the big picture. Bill currently serves as the head of the firm's Tax & Joint Ventures practice group. With more than 20 years of experience in structuring virtually all types of real estate projects, and with a particular focus on the joint venture and tax aspects of such transactions, he serves as a resource that can save his clients time, money, and stress.

Alex Bhathal

Founder
RAJ Capital Management

Alexander S. Bhathal serves as Managing Partner and Founder of RAJ Capital, the asset management platform of the Bhathal Family, and co-owner and Executive Director of Sacramento Basketball Holdings LLC, which owns the Sacramento Kings franchise of the National Basketball Association (NBA), Golden 1 Center and is the developer of the Downtown Commons entertainment and sports district in Sacramento and other subsidiaries.  Previously, Alex was named President of RAJ Swim in 2006 and led the largest private equity backed acquisition in the history of the swimwear industry. Alex and his sister, Lisa Merage, continued to operate the company until they both exited the business in 2015. He is a na ... (view full description)

Garett Bjorkman

First Vice President of Portfolio Oversight
CIM Group

Matt Burskey

Partner
Cadence Capital Partners

Matt Burskey is a Founder and Partner at Cadence Capital Partners, a real estate capital markets advisor. Based out of Cadence's Denver office, Matt focuses on placing equity and debt for all asset classes nationwide, including several projects located in Opportunity Zones.  Matt personally has placed $50M in opp zone equity to date with another $40M waiting to close and Cadence as a firm has placed  over $105M in opp zone equity.

Rodney Emrani

President, Principal
Emrani & Associates

Emrani & Associates is the privately held commercial real estate investment division of the Emrani family. Under the hands-on leadership of our Principal, Emrani & Associates identifies often overlooked opportunities and has earned areputation for adding value to each transaction.

Historically, Mr. Emrani has acquired performing and nonperforming notes, acquired and sold value-add commercial real estate, and specializes in short fuse transactions to provide certainty of execution.

Mr. Emrani is a world traveler and an avid tennis player who resides in Bel Air with his wife, Tanya and two boys, Ryder and Hudson.

Michael Fitzpatrick

Executive Vice President & CFO
Baker Tilly Capital, LLC

Michael Fitzpatrick is a partner of Baker Tilly, a top 15 U.S. accounting and consulting firm, and has been with the firm since 2000. Michael chiefly works within the firm’s wholly-owned FINRA-member broker-dealer subsidiary, Baker Tilly Capital, LLC where he specializes in structuring and offering Opportunity Zone private placement investments. Baker Tilly is neither a fund manager nor a developer.  Bake Tilly serves as a placement agent to offer direct investment in Opportunity Zone projects that pass its rigorous due diligence process. He also specializes in New Markets Tax Credits (NMTC) where he consults with community development clients in the ... (view full description)

David Fong

Partner
RedBridge Capital

David N. Fong is a partner and founder of RedBridge Capital, an investment firm focused on value-added student housing and multifamily projects.  The firm, based in Los Angeles, California currently owns and operates a portfolio with a market value of approximately $270 million located in Southern California, Nevada, Arizona and Texas.  

Ron Frierson

Director of Economic Policy
Mayor’s Office, City of Los Angeles

Ron Frierson serves as Director of Economic Policy for LA Mayor Eric Garcetti. Ron leads a team that develops policy and liaises with major business sectors including Commercial Real Estate, Sports & Entertainment, Manufacturing and Technology as City Departments including the Los Angeles Convention Center, Department of Cannabis Regulation and the Economic Workforce & Development Department.   Ron’s diverse business background includes over 18 years of Corporate Site Selection, Business Tax Incentives Negotiation & Procurement and Economic Development both domestically and internationally.   Ron served as Director of National Incentives at NAI Capital in ... (view full description)

Scott Gale

President
Ventus Group

Determined to find and execute on opportunistic real estate opportunities, Scott Gale formed Ventus Group (“Ventus”) in 2006. From 2007-2013, Scott acquired nine distressed properties from various banks and builders, located throughout California and Oregon. Since 2014, Ventus has dedicated its efforts solely to The Fig. During this period, Scott and his team assembled more than eight contiguous acres in a prime Los Angeles location, all along advancing the design, analysis, and entitlements for The Fig-  a 4.42-acre mixed-use development (hotel, residential, retail). Prior to forming Ventus Group, Scott served as Vice President of Land Acquisition at Shea Homes where he acquired 3,146 ... (view full description)

Christopher Gething

Founder and Managing Member
Atherean Wealth Management, LLC

Christopher Gething is the founder and managing member of Atherean Wealth Management, LLC, a fee only registered investment adviser providing asset management and financial and tax planning.  He has been working in the wealth management industry for over ten years.  Prior to founding Atherean Wealth Management, LLC in 2014, he worked as a financial adviser and planner at various firms in the New York City area.  Prior to his career in asset management and financial and tax planning, he worked as a mechanical engineer in industry and in academia.  He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work in engineering at the Massachusetts Institute of Technol ... (view full description)

Sam Hales

Chief Executive Officer
Saratoga Group

Private Equity Real Estate fund manager with $65M+ AUM and Founder of the Saratoga Group. Sam has 15 years of Real Estate and Management experience in distressed asset workouts, land development, redevelopment and lease options. Aside from being the lead investor/developer in the entitlement and development of large tracts of land, since 2009, he has been actively purchasing single-family properties in the Sacramento and Bay Area markets.  He has developed/purchased office buildings, industrial buildings, multi-family buildings and is developing a boutique hotel.  Since 2017, the focus at Saratoga Group has been the purchase, revitalization and operation of Mobile Home Parks.    ... (view full description)

Bradley Hall

Managing Partner
Capital Hall Partners

Mr. Hall is the Managing Partner of Capital Hall Partners, a real estate investment and development firm with offices in Los Angeles, Phoenix and Boston.  The firm specializes in value-add high yield real estate investments in residential, commercial and hospitality assets.  The firm is currently focusing on Opportunity Zone investments and has closed three investments this year with an additional three investments under contract.  It currently has over $1 billion of Opportunity Zone investments underway.   Prior to forming Capital Hall Partners, Mr. Hall was a senior partner with Ernst & Young and a member of the management committee responsible for the strategic direction, ... (view full description)

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Tony has a broad range of experience in his over 25 years in the capital markets and financial services industry. His experience includes investment banking, institutional fixed income sales, investment product development, advising high net worth clients and senior leadership positions. Prior to joining CLA Tony served as a Vice President at John G. Kinnard and Company and Nuveen investments. Tony joined CLA in 2001 helping lead, build, and develop the wealth management service for the firm. Today Tony focuses his time developing boutique private investment solutions and serving the most sophisticated and affluent clients of the firm. One differentiator that our clients like in ... (view full description)

Kurt Hoffman

Portfolio Manager, CRPC®
UBS Family Wealth Management

With previous careers in Architectural Design and Real Estate Development, Kurt brings a unique prospective to his Family Wealth Management practice at UBS.  Together Kurt and Lisa Armacost, CFP® work with small business owners, entrepreneurs, and family offices to help maximize their retirement savings and tax deferred investment opportunities with Defined Benefit Plans and Qualified Opportunity Zone funds as two key tools to consider. Lisa and Kurt encourage involvement of all appropriate family members in the financial planning process.  They endeavor to work with family attorneys and accountants to provide comprehensive financial and ... (view full description)

Jim Kamradt

Director of Syndication
Resolute Capital Partners

Having been involved in the financial services industry since 1983, Jim is responsible for more than $3 billion in capital formation and deployment. Jim’s primary role at RCP is syndicate development and management, though perhaps his greatest strength is that of educating people on complex investment products. Jim has led syndicates using debt, equity, and hybrid investment structures ranging from emerging growth to investment-grade firms. He holds FINRA Series 7, 22, 24, 39, 63, and SIE securities licenses. Jim earned a Bachelor of Science in Marketing from Michigan Technological University and a Master of Business Administration from the University of California at Berke ... (view full description)

Rama Kaza

Associate Vice President, Portfolio Oversight
CIM

Mr. Kaza is an Associate Vice President in the Portfolio Oversight group of CIM and covers the opportunity zone fund, and debt strategies of the firm. He has over 10 years of professional experience in commercial real estate investments and finance in Asia, Africa and the United States. Prior to CIM, Mr. Kaza worked as an Assistant General Manager at HDFC, India’s leading mortgage lending institution, and was responsible for the overall growth and performance of the commercial real estate debt portfolio for a region in India. He holds a Master of Science in Real Estate Development degree from Massachusetts Institute of Technology.
 

Joan Kramer

Principal
Mountain Pacific Opportunity Partners

Kate Kraus

Partner
Allen Matkins

Kate Kraus is a partner in the firm's Los Angeles office practicing in the firm's Corporate, Tax and Joint Ventures groups. Kate has extensive experience in tax planning and structuring for partnerships and their partners, including formations, financing transactions, acquisitions, restructurings, debt workouts, and liquidations. Kate's clients include real estate funds, private equity funds, hedge funds, Fortune 100 companies, mid market companies and high net worth individuals. Kate is also a leading authority on the new partnership audit rules that were enacted by the Bipartisan Budget Act of 2015. Prior to joining Allen Matkins, Kate was a principal and head of partnership tax for ... (view full description)

Steve Kwong

Vice President, Senior Financial Advisor
Merrill Lynch

Steve Kwong brings to Merrill Lynch over nineteen years of investment and wealth management experience. He works with a select group of clients and offers advice and guidance to help them meet their investment and financial objectives. His comprehensive approach strives to integrate one’s goals in life to the investment planning process. This includes a thorough review of one’s most important aspirations for their family, and developing strategies for a wealth management plan to help them reach their short and long-term goals. Prior to Merrill Lynch, Steve served the high net worth community at Credit Suisse and U.S. Trust Company. In 2000, he helped establish the de novo office for Neuberge ... (view full description)

Alan Lincoln

Real Estate Analyst
Mick Law P.C. LLO

Mr. Lincoln has worked with Mick Law since 2007 underwriting single asset, portfolio, REIT, fund and opportunity zone real estate transactions. He has valuable experience in commercial real estate finance, portfolio analysis and real estate management. Prior to working with Mick Law, Mr. Lincoln served as Senior Financial Analyst for Magnum Resources, Inc, where he was responsible for real estate acquisitions, dispositions and due diligence activities. His duties also included preparing forecasts, budgets, and strategic business plans, completing property inspections, reviewing purchase and lease contracts and serving as a key member for the sale of Magnum Resources’ portfolio through an UPR ... (view full description)

Nick Marietti

Managing Director, Real Estate
Cresset

Aaron Marzwell

Founder & CEO
APPA Real Estate

APPA Real Estate is a middle-market real estate investor and developer based in Santa Monica. With a focus on the Greater Los Angeles and San Francisco Bay Areas, APPA specializes in value-add and ground-up multi-family, mixed-use, and distressed assets between $5 million and $100 million in total project cost. Aaron Marzwell is the Founder and CEO of APPA Real Estate and is the Head of Investment and Development, responsible for all investment and development activities. Mr. Marzwell brings over 18 years of experience in the development and management of numerous commercial, institutional, and residential projects ranging from tenant improvements to large scale ground up constru ... (view full description)

Kunal Merchant

President and Co-Founder
Cal OZ

Darin Munson

President
The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college.     Darin Has participated in hundreds of residential real estate transactions.   Using the same basic philosophy and techniques he learned from residential he transitioned his skill set and proficiencies into commercial properties.  Range of experience and expertise for commercial includes: More than $1 billion of Ownership Interest in Commercial Real Estate Asset Portfolios;   ... (view full description)

Clint Myers

Partner
Rise of the Rest

Clint Myers is a founding partner of the real estate platform at Revolution.
Clint previously was a Senior Managing Director and the Chief Strategy Officer for Hines where he served as a member of the firm’s internal proprietary research group and oversaw a variety of firm-wide strategic initiatives. Prior to joining Hines, he was in charge of Americas Research and Strategy at the Abu Dhabi Investment Authority. He received his M.S. in Finance from Boston College and his B.A. in Economics from the University of North Carolina.

Andrew Oshay

Principal
Oshay Family Office

Ritesh Patel

CIO
Virtu Investments

Ritesh Mr. Patel joined Virtú Investments in 2002 and as CIO, is responsible for investment strategy, real estate market dynamics analysis, capital markets assessment, as well as the successful acquisition and disposition of assets. Ritesh has headed the acquisition of over 100 properties worth $1.9 billion, as well as the disposition of over 90 properties.  Ritesh earned his MBA from the Anderson School of Business at UCLA, his BS in Industrial Engineering from UC Berkeley, and a BA in Management Engineering from Claremont McKenna College.  Ritesh’s Interests include Learning, Laughing, Cycling, Tennis, Ultimate, Basketball, The Steelers, YouTube, Podcasts, Audiobooks, Economics, History, T ... (view full description)

Russell Putnam

Manager
FactRight, LLC

Russell Putnam has been with FactRight since 2014, providing due diligence analysis on alternative investment programs, primarily focusing on qualified opportunity zone, conservation easement, oil and gas, and private placement programs. Russell’s work experience in the financial services industry, and as an attorney, make him uniquely qualified to provide due diligence services on alternative investments. Russell works with broker dealers, RIAs, and product sponsors to provide clear analysis of complex strategies, governance provisions, fee structures, regulatory matters, and tax considerations. Prior to joining FactRight, Russell worked for GMAC-RFC, where he gained valuable ex ... (view full description)

Larry Steinberg

Chief Investment Officer
Financial Architects

Larry Steinberg is an experienced financial adviser, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at conferences and events. Larry started with Wells Fargo while attending Occidental College, went to Transamerica after graduation and was a registered representative of SunAmerica Securities before starting his own firm at age 25. 25 years later today, Larry serves two roles within Financial Architects. First, he serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios using alternative and traditional investments focusing on after tax returns for IRAs, trusts, qualified r ... (view full description)

Mike Treiman

General Counsel
StarPoint Properties, LLC

Michael Treiman is the General Counsel at StarPoint Properties.  Mr. Treiman is responsible for all legal and compliance matters for the Company.  Mr. Treiman has more than 25 years of legal experience working for companies both inside and outside the field of real estate.
Mr. Treiman has a J.D. and an LL.M in Taxation from Loyola Law School and an MBA from the Anderson School at UCLA.  Mr. Treiman got his B.S. in Economics from the University of California, Davis.  Mr. Treiman is also an adjunct professor at Loyola Law School where he teaches in the LL.M. program
 

Gregory Wendt

Senior Wealth Advisor
StakeHolders Capital

Since 1991 I enjoy serving people who desire to align their values, wealth and influence for a better world. I have built my expertise on the foundation of my multidisciplinary education and a wide range of experiences as part of some of the world’s leading institutions.   I first discovered the notion of sustainable development in the late 80's and ever since I have been passionately applying my gifts in fields of impact investing, sustainable & regenerative economic development, portfolio management, business innovation. Now my focus is incorporating whole systems approach and biomimicry principles to expand the role of investing toward resilient & regenerative economic ... (view full description)

Darren Whissen

President
Atomi Financial Group

Darren Whissen is a managing partner of four firms: 1) Atomi Financial Group, a boutique wealth management firm; 2) Aliso Advisors, a FINRA / SEC compliance consulting firm; 3) Link Alts, an alternative investment capital markets consulting firm, and 4) OpenAlt, an alternative investment due diligence digital solution. All four firms focus on the interactions between fee-based Registered Investment Advisers (RIAs) and alternative investment offerings. Prior, Darren was the executive vice president of marketing for a dealer manager focused on non-traded offerings. He has also served as the director of due diligence for a private equity investment bank, and the chief investment officer a ... (view full description)

Robert Whyte

CEO
Whyte & Co.

His investment bank, Whyte & Co. is a global bookmark for excellence in private equity and EB-5 investment banking plus SEC compliance within the EB-5 industry. He is a frequent speaker at most EB-5 conferences globally and in the USA. An active member of IIUSA the EB-5 lobby group in Washington D.C. and a member of the EB-5 Investment Coalition. Whyte & Co. is considered to be the leader in the EB-5 sector for due diligence and EB-5 compliance and finding private equity for projects. His book, “Secret Government Approved Funding” is a best seller as it describes the EB-5 sector for American businesses looking for capital. EB-5 is moving towards private equity for its capital ... (view full description)
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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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