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A Capitol Hill view with a different twist. Hear what Congress has been doing effectively that is generally not reported – with the U.S Open happening that week you could call Bob’s remarks inside tennis. The nuts and bolts of many of the conference topics, like last year’s tax reform, have a real legislative story behind them. More importantly Bob will help you filter the political “noise” as we head into the fall Mid-Term Election. His viewpoint has been molded on Capitol Hill by his many experiences with both parties, and many years working with people like former Sens. Olympia Snowe and George Mitchell, from his home state of Maine.
- How have your predictions for 2018 held up? How do you see the year winding down? What are you predictions for 2019?
- What opportunities are you pursuing? Are you in fundraising mode? Where is capital being sourced from?
- What sort of augmentations of adjustments are you making to your business? Investing in technology? Investing in human capital?
- What do you view as the biggest opportunities in the market today? What keeps you up at night?
Nearly a year after it was announced, there are still many questions surrounding the new tax code, our panel of experts picks apart some of the more salient aspects of the bill and shares their outlook on its continued impact.
- Ostensibly, this law would create lower rates as supply will be driven up. How does that impact not only future funding but re-fi’s?
- What do LP & GPs need to know about pass through deductions, depreciation & equipment?
- Are NOL’s & Deductions going to continue to be useful tools? What else is lurking in the law that is beneficial to the real estate industry?
- How long will this manna last? What are the odds of laws tightening again
- Are we entering a loosening and de-regulatory regime?
- How will exciting new technologies emerging from the world of Bitcoin and Blockchain filter into the real estate world?
- What is the VC interest in Re FinTech? Which companies are getting the most traction? Regtech? Automation?
- How will AI, Machine Learning, & NPL power the next wave of automation? How will these methods create a better, more productive work force for your clients?
- Inside your shop—how much dogfooding goes on? Where is the next great tech hub?
- How the broker-dealer and real estate industry gets disrupted by technology
- Why VCs are interested in blockchain
- The impact of blockchain on the real estate sector & potential use cases
- The benefits of fractional ownership of real estate for both sponsors & investors
- The road to tokenized securities & regulatory hurdles
- Tokenizing non-traded REITs and other funds
- Pilot projects firms can explore today
- The social impact of blockchain on communities
2018 started off with a strong fundraising push, but how will historic dry powder, more favorable tax laws and continued economic expansion play out in 2019?
- Blockchain's potential for real estate capital formation
- Advantages of tokenization for issuers and investors
- How tokenization will enable unbundling and bundling of assets
- Real-world example
- A look into the future state of tokenized real estate
Track A: Insights, Opportunities, Challenges & Solutions
This track is dedicated to peer driven conversations ranging from new regulations, to technology to establishing consistent benchmarks.
- What are the best solutions for UBTI, ECI, FIRPTA and BPT available in the market today?
- How can you increase returns and also eliminate K-1s, 990-Ts and 1099s on U.S. investments for HNW and Institutional Investors?
- How can Fund Managers create Operational Leverage to reduce their expenses?
- Case studies from a leading Fund Manager, Consultant and Lawyer for transactions in Europe, Asia and the U.S.
The newly created opening for Opportunity Zones in communities throughout the country is both not fully understood and expected to be transformative. We attempt to unpack and lay out the potential pitfalls as well as the upside potential!
- What are the best practices for sourcing a strategic partner? How do you create a relationship that is based off of aligned interest?
- How do you create and quantify deliverables? How do ensure a smooth rollout of services?
- How do you determine which functions need to be outsourced?
- When is it time to transition outsourced functions in-house?
Summary: Practically every commercial facility relies on vendors for critical IT tasks, providing them privileged access to building systems--and making networks increasingly vulnerable to a security breach.
Attend this session to learn how to determine who is on your network, and what they're doing there. Review strategies to control. monitor, manage and audit all vendor access to critical systems across a building portfolio, and protect a facility's data, infrastructure, and assets from cyber attacks.
- Gain insight into what vendors are doing while on the network
- Identify ways to control, monitor and audit vendor access
- Discuss how to protect company and customer data
- Learn how to protect infrastructure and assets from cyber attacks by securing vendor access and improving productivity
Track B: Outsourcing Solutions & Fund Admin Round Robin
Selecting the right parts can be transformative and crucial to a business’s success, especially when key functions are being outsourced. This breakout track will explore these areas of transformation, and include our inaugural Fund Administration Round Robin, hosted by multiple thought leaders in this space.
Fund Admin Round Robin Begins
- M&A trends
- Views on consolidation among fund administrators and the direct impact of acquisition activity
- Benefits and challenges of a global partners
- General Outsourcing trends
- Views on the increased penetration of administrators in the RE space
- Additional areas being considered for outsource model
- Reporting and Data trends
- What challenges are you facing with data consumption and integration
- What new reporting requests are you seeing from LPs
- What areas does the administration space need to focus on to better serve Managers and LP reporting needs
Join SS&C GlobeOp and our esteemed guest panel as we explore their unique perspectives on choosing a fund administrator, when and what to outsource and ensuring a smooth transition plus much more.
Today’s fund administrators are a far cry from yesterday’s accounting firm spin-offs, offering services from back office outsourcing through to risk management and performance attribution. By investing in real estate specific capabilities across people, process, and technology, fund administrators have transformed their service models.
- What are the key trends in Fund Administration?
- What are the benefits of outsourcing?
- What to look for in a strategic partner?
- Everyone wants a better way to calculate their waterfall, but it is hard to let go of old habits!
- When is time to migrate out of Excel?
- Do you build in house or buy out of the box?
- What is the client benefit?
- As COO, what responsibilities fall into your portfolio?
- How can a COO drive change and lead an organization into embracing the new and terrifying?
- How do you build a robust team around you? What sort of culture do you need to promote?
- What was your path like getting here?
Cybersecurity and ransomware attacks are valid threats impacting the real estate industry, despite continuous efforts to minimize such risks. This dynamic session will cover how increased use of digital technologies exposes information and data through multiple channel throughout the industry. Panelists will provide diverse viewpoints as they share their stories of cybercrime - from phishing scams “from the CEO” to “smart” device and computer hacking, to insider threats posed by employees – and will also share actionable steps that promote cyber resiliency and reduce risks, and tips on the steps you need to take if this does occur within your organization.
- How can a COO or CFO lead their company’s growth and innovation? Does the change start within small functions of departments?
- What pain points do you have that you’d like to see overhauled? Where do you see an opportunity for innovation?
- How do you gain buy in from other company leaders? How do you gain buy in from investors? What new initiatives have you recently implemented? Can you walk us through that process? What will you be rolling out soon?
- Understanding the Next Gen: What Motivate, Inspires and Retains Millennial Talent: Millennials make up roughly 40% of today’s workforce and are the first generation to have been fully tech fluent. We ask our panel how to engage, empower and motivate this important generational bloc!
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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 firstname.lastname@example.org 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.
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.
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:
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
Web form: Complete Subject Data Request Form
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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.
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