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Allen Matkins, founded in 1977, is a California-based law firm with approximately 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego and San Francisco. Allen Matkins' real estate attorneys are widely recognized for our expertise in real estate transactions. Our real estate group is one of the largest such departments in the nation and brings to every deal its relationships with major players in the real estate industry, including developers, brok ... (view full description)
Allen Matkins, founded in 1977, is a California-based law firm with approximately 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego and San Francisco.
Allen Matkins' real estate attorneys are widely recognized for our expertise in real estate transactions. Our real estate group is one of the largest such departments in the nation and brings to every deal its relationships with major players in the real estate industry, including developers, brokers, buyers, sellers, governmental agencies, title companies and consultants. Allen Matkins' depth and experience brings credibility to transactions and positions taken in negotiations.
Allen Matkins’ clients are local, national and international, and our representation spans the financing, development, purchase and sale, leasing, and management of all property types, including residential, multifamily, mixed-use, retail, industrial, retail, office, and hospitality. Although our offices are located in California, Allen Matkins actively represents various clients in transactions across the United States, Canada and Mexico with a significant presence throughout the Western United States including, Arizona, Nevada, Utah, Colorado, New Mexico, Washington, Oregon and Idaho.
For more information visit www.allenmatkins.com.
Baker Tilly Capital, LLC is a boutique investment bank specializing in merger and acquisitions (M&A), capital sourcing, project finance and corporate finance advisory services. The Baker Tilly Capital team is led by investment bankers and corporate finance specialists that have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies, and identifying cost-effective financing alternatives and sources. B ... (view full description)
Baker Tilly Capital, LLC is a boutique investment bank specializing in merger and acquisitions (M&A), capital sourcing, project finance and corporate finance advisory services. The Baker Tilly Capital team is led by investment bankers and corporate finance specialists that have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies, and identifying cost-effective financing alternatives and sources. Backed by Baker Tilly Virchow Krause, LLP, a national accounting and advisory firm with significant industry expertise, Baker Tilly Capital offers value added insights before, during and after the transaction. Baker Tilly Capital, LLC is a registered broker-dealer, member FINRA and SIPC.
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it’s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative v ... (view full description)
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it’s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative vision to the projects we undertake. Our in-house team includes experts in research, acquisition, credit analysis, development, accounting and finance, legal, compliance, leasing and asset management. We take a hands-on approach to our projects and are able to execute each step, from sourcing and enhancing value to disposition. Since 1994, CIM has led over $56 billion of projects in communities like Hollywood Boulevard, the Greater Loop in Chicago and the Flatiron District in New York. Our offerings to institutional and retail partners span the risk-return spectrum. While CIM has grown and evolved over the years, much remains the same. We take pride in our diversity and continue to cultivate an entrepreneurial and engaging work environment that exemplifies our core values of integrity, discipline and respect.
APPA Real Estate (“APPA”) is an investment and development management firm providing accredited investors opportunities to invest their capital alongside experienced operating partners who have a proven track record of success delivering attractive risk-adjusted returns. APPA’s executive team has been investing on behalf of and transacting directly with institutional investors, pension funds, private equity firms and individual investors for the past 20 years. ... (view full description)
APPA Real Estate (“APPA”) is an investment and development management firm providing accredited investors opportunities to invest their capital alongside experienced operating partners who have a proven track record of success delivering attractive risk-adjusted returns. APPA’s executive team has been investing on behalf of and transacting directly with institutional investors, pension funds, private equity firms and individual investors for the past 20 years.
Our goal is to help investors build long-term wealth and passive income streams through a diversified offering of multifamily value-add and development investments located in growing regions across the U.S., with an emphasis on the Los Angeles metropolitan area. Currently, APPA believes the apartment market, in particular, provides investors greater returns with less risk than other potential real estate investments. The apartment market is less reliant on business cycles for occupancy and, in our target market, should continue to benefit from positive demographic trends and population growth.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 6 ... (view full description)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent, and the communities we call home.
Cresset Partners, led by Eric Becker and Avy Stein, and Diversified Real Estate Capital, led by Larry Levy, have partnered to create the Cresset-Diversified QOZ Fund. The Fund is managed by experienced teams of Real Estate and Private Equity professionals supported by community impact, legal, tax and accounting experts. The Fund seeks to generate attractive Real Estate and Private Equity returns enhanced by substantial capital gains tax deferral, reduction and elimination. The Fund capitalized ... (view full description)
Cresset Partners, led by Eric Becker and Avy Stein, and Diversified Real Estate Capital, led by Larry Levy, have partnered to create the Cresset-Diversified QOZ Fund. The Fund is managed by experienced teams of Real Estate and Private Equity professionals supported by community impact, legal, tax and accounting experts. The Fund seeks to generate attractive Real Estate and Private Equity returns enhanced by substantial capital gains tax deferral, reduction and elimination. The Fund capitalized its first deal, a 46-story high-rise in downtown Houston with Hines earlier this year and continues to raise additional capital this year with a target of $500 million.
Mountain Pacific Opportunity Partners, located in Los Angeles, is a real estate firm which our collective principals' real estate experience to invest in opportunity zone projects.
Resolute Capital Partners gives smart investors access to beyond-Wall-Street assets, such as oil & gas wells commercial real estate projects and security-based opportunities. By connecting eligible investors with capital-seeking projects, we are revolutionizing how worthwhile projects get funded … and how smart investors invest. Pioneered by the leadership of its deeply experienced Board and Deal Committee, Resolute Capital analyzes a swelling flow of deals, scrutinizing hundreds befo ... (view full description)
Resolute Capital Partners gives smart investors access to beyond-Wall-Street assets, such as oil & gas wells commercial real estate projects and security-based opportunities. By connecting eligible investors with capital-seeking projects, we are revolutionizing how worthwhile projects get funded … and how smart investors invest. Pioneered by the leadership of its deeply experienced Board and Deal Committee, Resolute Capital analyzes a swelling flow of deals, scrutinizing hundreds before selecting the most lucrative to present to its network of investors. Looking to the landscape beyond Wall Street, we help investors regain control of their portfolios by giving them superior investment choices presented through simple, user-friendly software. Resolute Capital Partners Beyond-Wall-Street Investing. Streamlined.
UMB’s highly customizable, proprietary technology platform provides accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate, venture capital and registered alternative products. We are also a leader in servicing closed-end interval and tender-offer funds. Our full-service lineup includes product formation assistance, fund administration and accounting, investor servicing, tax preparation and reporting, and c ... (view full description)
UMB’s highly customizable, proprietary technology platform provides accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate, venture capital and registered alternative products. We are also a leader in servicing closed-end interval and tender-offer funds. Our full-service lineup includes product formation assistance, fund administration and accounting, investor servicing, tax preparation and reporting, and custody. UMB Fund Services is known for unparalleled service, industry expertise, and the stability of a highly capitalized parent that’s been around for 100+ years.
Ventus Group is a real estate development and investment firm, focused on mixed-use and residential developments in core infill areas in the midst of dynamic transition. We create value by opportunistically assembling properties with development potential.
Virtú Investments was built to create high-yield opportunities in the US apartment market. During 22 years of operation, Virtú has acquired $2.3B in real estate and operated more than 23,000 apartment units across 125 properties in the Western US. Virtú maintains an unrivaled track record of risk-adjusted returns - returns that consistently outrank our industry and outperform the broader market. Our clients are taxable UHNW families that rely on us to grow and preserve ... (view full description)
Virtú Investments was built to create high-yield opportunities in the US apartment market. During 22 years of operation, Virtú has acquired $2.3B in real estate and operated more than 23,000 apartment units across 125 properties in the Western US. Virtú maintains an unrivaled track record of risk-adjusted returns - returns that consistently outrank our industry and outperform the broader market. Our clients are taxable UHNW families that rely on us to grow and preserve generational wealth, and our funds are uniquely designed to meet their needs. We pride ourselves on market expertise, investment discipline, and a steadfast commitment to place the interests of our clients and first. Virtú has refined an integrated and highly responsive operating platform that is unique in the industry. In-house services are composed of acquisitions, due diligence, finance, asset management, property management, efficiency retrofitting, information technology, accounting, and tax preparation. Virtú Investments’ headquarters is in the San Francisco Bay Area with offices in San Diego, CA and Phoenix, AZ.
The Alternative and Direct Investment Securities Association is a national trade association serving alternative investment and securities industry professionals who are active in offering, managing and distributing private and public direct investments. ADISA connects members directly to key industry experts through intimate forums and leading edge conferences and trade shows providing timely trends and education. The association was founded in 2003 and has approximately 4,500 members who are k ... (view full description)
The Alternative and Direct Investment Securities Association is a national trade association serving alternative investment and securities industry professionals who are active in offering, managing and distributing private and public direct investments. ADISA connects members directly to key industry experts through intimate forums and leading edge conferences and trade shows providing timely trends and education. The association was founded in 2003 and has approximately 4,500 members who are key decision makers who represent more than 220,000 professionals throughout the nation, including sponsor members that have raised in excess of $200 billion in equity and serve more than 1 million investors. ADISA is a non-profit organization (501c6) with the ability to lobby and also has a related 501c3 charitable non-profit, the ADISA Foundation, assisting with scholarships and educational efforts. ADISA works to maintain the integrity and reputation of the industry by promoting the highest ethical standards and providing education, networking opportunities and resources to its members.
LAEDC is a premier non-profit, public-benefit organization working with business, education and government partners to collectively advance opportunity and prosperity for all LA County residents. For over two decades, the organization has provided collaborative economic development leadership to promote a globally competitive LA County economy; to improve the health and wellbeing of our communities, and to foster the growth of the region’s workforce, by creating a sustainable framework for ... (view full description)
LAEDC is a premier non-profit, public-benefit organization working with business, education and government partners to collectively advance opportunity and prosperity for all LA County residents. For over two decades, the organization has provided collaborative economic development leadership to promote a globally competitive LA County economy; to improve the health and wellbeing of our communities, and to foster the growth of the region’s workforce, by creating a sustainable framework for well-paying jobs in our key industries.
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in spe ... (view full description)
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com.
Capital Markets Today (CMT) aggregates industry tweets, stories and commentary from industry experts.
Debtwire ABS provides insight into opportunistic situations in the structured finance market ahead of any other mainstream news outlet. In addition to our unparalleled editorial coverage, subscribers have access to a bid list library alongside primary issuance, commercial real estate (CRE) and NPL databases. With an ever-evolving market, Debtwire ABS tracks and reports on faulty legacy loans as well as emerging asset classes such as marketplace lending.
Mergermarket’s 300 dedicated M&A journalists and analysts are in constant communication with CEOs, CFOs and industry contacts and report what they learn to subscribers. An indispensable resource for M&A professionals.
OpZone.com is an independent website dedicated to providing information about Opportunity Zones in one central location. We are a hub for relevant news in the Opportunity Zone industry for investors, fund managers, developers, lawyers, accountants, and government officials. Be sure to visit and sign up for our weekly email update at www.opzone.com.
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, rea ... (view full description)
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries.
Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the Real Assets class and facilitating important business connections for registered investment advisers, wealth managers and family offices. Through print and online formats, Real Assets Adviser provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. The ... (view full description)
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the Real Assets class and facilitating important business connections for registered investment advisers, wealth managers and family offices.
Through print and online formats, Real Assets Adviser provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. The
Get the Early Word on Property Deals and Dealmakers Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700.
Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers. The site’s dedicated content team curate the best investment articles and white papers from across the web each day, bringing them together for your ease. The sight is split into 50 topics, with sections on Commercial Real Estate and Global Economic Outlook. We also have an investment conference directory with useful search filters. Upon signing up, each member selects wh ... (view full description)
Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers. The site’s dedicated content team curate the best investment articles and white papers from across the web each day, bringing them together for your ease.
The sight is split into 50 topics, with sections on Commercial Real Estate and Global Economic Outlook. We also have an investment conference directory with useful search filters. Upon signing up, each member selects which of the topics they are most interested in, allowing us to personalize their home page and newsletter. The unique experience each member receives is directly linked to our high engagement levels – our 40,000 members download over 30,000 white papers per month, more than any comparable platform.
Registration is free, join today at www.savvyinvestor.net
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. ... (view full description)
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. Visited more than 100,000 times per month by wealth advisors and industry leaders,
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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
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: 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.
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.
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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