John Balboni

Partner
Sullivan & Worcester LLP

John G. Balboni is a partner in Sullivan & Worcester's Boston-based Real Estate and Corporate Practice Groups and heads the firm's Real Estate Finance Group, focusing on debt and equity transactions. His practice in real estate and finance law includes private/preferred equity investing, structured real estate transactions (with a focus on foreign investors), syndicated real estate projects, including limited partnership, limited liability company and tenant in common interests, lending matters and fund formation. His clients include real estate companies, hedge funds, insurance and finance companies, developers, investment bankers, local, national and international banks, REITs and othe ... (view full description)

Candice Beaumont

CIO
L Investments

Candice Beaumont is Managing Director & Chief Investment Officer who runs L Investments, a single family office with a vast portfolio of public and private equity.  She oversees all capital allocation decisions for the internal fund of funds as well as the direct investment portfolio.  The direct investment portfolio has had a focus on commodities and alternative energy.  She is also a strategic advisor to Genoil Inc, (www.Genoil.ca) an emerging heavy oil technology and portfolio company of L Investments.  Candice is as an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth.  Ms. Be ... (view full description)

Jordan Bem

Principal
Arizona Investissements

Established in 1999, Arizona Investissements owns, operates, develops and manages commercial real estate (industrial, retail, office, hotel, and multifamily) providing innovative and creative strategies and solutions. ​ Being an entrepreneurial-driven family office, Arizona Investissements employs prudent discipline to acquire value-add real estate opportunities. To date, the group has a vast real estate portfolio consisting of over 2,000,000 square feet within France, 45 independent subsidiaries, and a current pipeline of over 5,000,000 square feet in current development. Arizona Investissements also is currently developing and operating a premier portfolio of high quali ... (view full description)

Sasha Bernier

SVP
Hestia Holdings

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Luca Bhalla

Member
Bhalla Family Office

A graduate of the University of Miami, Luca has been operating his family office, Ascot Properties NYC, for the last three years. Working with his father, Lucky Bhalla, the two have focused on operating their 20+ retail locations in New York City and expanding their footprint nationwide. Luca has also been building out the rest of the family office through venture capital, identifying cutting edge technology and promoting innovation. Ascot Properties is currently undergoing a full-scale move of the Bhalla family’s residences, assets, and operations to Miami.

Aaron Block

Co-Founder & Managing Partner
MetaProp

Danny Bloomstine

Strategic Account Director
Juniper Square

Danny is a New York City based Director at Juniper Square. He helps firms evaluate their portals, back office automation, and fund administration services.

Over 1,000 firms partner with Juniper Square across the country, and over 130 in the tri-state area.

Danny's background is in FinTech and CRE Tech. Prior to Juniper Square he was an early employee at VTS and started his career at S&P Capital IQ. He graduated from Boston College.


 

Stuart Caplan

CIO & Partner
Apex Financial Advisors

Stu is the Chief Investment Officer and Partner of Apex Financial Advisors, based in Yardley, PA. Apex is a Registered Investment Advisor focusing on HNW and UHNW families. Apex was named one of the "Top 50 Fastest-Growing Firms" by Financial Advisor Magazine in 2018. Stu began his career with his family's retail chain of art supply stores and transitioned in 2008 to the world of family offices. He worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm. Stu received his MBA from the Robert H. Smith School of Business at the University ... (view full description)

Ryan Enk

CEO
Servio Capital

Ryan is the Chief Executive Officer of Servio Capital, and best-selling author of The 7 Day Real Estate Survival Blueprint. Ryan is also host of an annual Real Estate investor conference, Cashflow Freedom Live, that covers multiple strategies being used in Real Estate today. Ryan started in Real Estate in 2003 where he had success within the single and multifamily marketplaces. His first round trip syndication was 2008-2017. It was a 5 million dollar project with a series of light industrial/commercial indoor sports complexes achieving a total IRR of 21%. In 2012, Ryan founded Blue Crab Investments, where he built a 25 million dollar portfolio through lease options, foreclosures, ... (view full description)

Justin Ford

President
Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Charles Foschini

Senior Managing Director
Berkadia

Charles Foschini is senior managing director of Berkadia, its highest production title, providing complex capital solutions to a focused clientele of major property owners throughout the United States. Unique among his peers, Charles’ team of six engages in a borrower-focused practice balanced between commercial and multifamily executions bringing creative solutions to every engagement. In addition to his production role, Charles co- manages the state of Florida, providing strategic vision and leadership to a dynamic team of investment sales and commercial finance professionals in one of the country’s top-producing regions. With over two decades of experience structuring complex transactions ... (view full description)

Carrie Fruge

Strategic Account Director
Juniper Square

Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment operations and investor reporting. Designed specifically for commercial real estate, Juniper Square is trusted by hundreds of investment sponsors to manage more than 160,000 investors and $1 trillion in real estate investments.

Sammy Greenwall

Co-Founder & Chief Strategy Officer
Lev Capital

Sammy Greenwall is a cofounder and head of strategy at Lev. In this role, he is responsible for overseeing the underwriting, due diligence, and closing of all real estate transactions completed by Lev as well as hiring and product.
Prior to joining Lev, Sammy was a Capital Markets Associate at Toll Brothers, where his team financed $5B of JV equity, preferred equity, mezzanine debt, and senior construction debt for the firm’s multi family platform. Before working at Toll Brothers, Sammy spent time working in venture capital at Blumberg Capital and Tuesday Capital respectively.
He received his bachelors degree in Economics and Political Science from Swarthmore College.

Peter Habib

Principal Family Member
MPI Family Office

MPI’s Chief Executive Officer, and co founder Peter Habib, brings more than twenty-five years of executive level business experience. Peter has led MPI Family Office to over $300 million LP and CO-GP-level investments across multiple real estate asset classes. This experience has allowed Peter to lead MPI’s push into senior care facilities and has placed Peter on the board of advisory for the Hamister Group’s Fund III, which focuses on senior living facilities. Looking forward MPI Family Office’s Peter Habib has also attracted over 10 other Family Offices and dozens other high net worth families that co-inve ... (view full description)

Chadwick Hagan

Co-Founder, Senior Partner
Hagan Capital Group

John Hartman

CIO
Caliber

John Hartman is the Chief Investment Officer (CIO) of Caliber. John is responsible for managing all funds, private syndications, and public products. He also oversees real estate portfolios and develops securities to fund Caliber’s acquisitions. Prior to joining Caliber in 2020, John has held leadership roles at private and public real estate firms including institutionally backed private equity real estate funds, where he managed capital formation, due diligence, underwriting, and acquisitions. Some of these include Republic Capital Partners, Gadsden Properties, and Astrum Investment Management. John earned a Bachelor of Science degree in Market ... (view full description)

Jakub Hejl

President & Founder
Westside Capital Group

Paul Hoffman

SVP and Sr Director, C-PACE
Western Alliance Bank

Paul Hoffman, Senior Vice President – Sr. Director C-PACE Mr. Hoffman has over 25 years of experience in residential and commercial real estate including expertise in business expansion, debt and equity finance, sales management, acquisitions, construction and development. Prior to joining Western Alliance, Paul held leadership positions at several financial institutions, most recently at Genesis Capital, Banc of California, and Citizens Business Bank. Paul sits on the Board of Directors at South Coast Communities Inc., is the Co-Founder of the Ambassadors Program at Children’s Hospital Los Angeles, and is a Certified Mortgage Banker with the Mortgage Bankers Assoc ... (view full description)

Kamil Homsi

Founder/CEO
Global Realty Capital LLC

 Kamil Homsi is the Co-Founder/CEO of the GRC Investment Group, a single-family office operating in Dubai.  Mr. Homsi leads the global portfolio oversight and  strategic alignment and expansion teams focusing on alternative investments, commercial real estate, renewable energy, waste management, FinTech, Proptech, and life sciences. His ultimate mandate is growth and capital preservation. A multi-lingual, seasoned executive, Kamil is a consummate global entrepreneur with 35+ years of transaction-concentric experience in cross-border deal structures, public-private partnerships, alternative investments, and capital markets. Kamil is a globally-recognized speaker at conferences and in th ... (view full description)

Paul Kang

President & CIO
Alta Companies

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard and his MBA f ... (view full description)

Jordan Kavana

Founder & CEO
The Real Estate Family Office

Jordan Kavana is the Founder and Chief Executive Officer of Transcendent Investment Management, and The Real Estate Family Office (REFO), a direct investment real estate advisor. Mr. Kavana develops customized real estate portfolio solutions for onshore and offshore families across the income-producing residential and commercial asset classes offering Transcendent’s own strategies as well as those offered by a carefully vetted group of outside real estate investment managers across the United States. Mr. Kavana has over 15 years of experience in managing property portfolios and evaluating, structuring and executing real estate transactions in the United States and abroad. He began his ... (view full description)

Peggy Lamb

Managing Director
Halstatt (Sproul Single Family Office)

Peggy Lamb is currently a Partner in Halstatt Real Estate Partner’s private equity fund (HREP) and a Managing Director of Halstatt, LLC. Additionally, she is a board member of Starwood REIT (SREIT). Prior to joining Halstatt, Peggy worked at Goldman Sachs where she served as a member of the Management Group for the Investment Banking Division, Chief Operating Officer of the Investment Banking Real Estate Department, Department Head for the Global Business Unit Managers and the Knowledge Management Group. She also served as Chief of Staff for the Financing Division. Peggy received an M.B.A. from Harvard Business School and a B.S. from the University of Illinois. Halstatt Rea ... (view full description)

Doug Larson

President
XFD Real Estate Partners

Alex Lemmen

CEO
Tommy's Express Car Wash

Domenico Manago

Managing Director of Sales
UC Funds

John Manginelli

Northeast Regional Executive
KeyBank

John J. Manginelli is the Northeast Regional Executive for KeyBank Real Estate Capital. KeyBank Real Estate Capital is the third-largest commercial real estate lender in the U.S. and a major line of business of Cleveland-based KeyCorp (NYSE: KEY). Manginelli, an expert on trends in commercial and multifamily real estate development, manages the Northeast region including sites from Vermont to North Carolina, with main offices in NYC, Boston, Wash DC, and Philadelphia.  He leads an organization that provides balance sheet loan programs for bridge, construction, term, and interim financing; in addition to permanent off balance sheet lending products (including Fannie Mae, Freddie M ... (view full description)

Lynn Mucciano

VP Sales & Marketing
Humanist Hospitality

As Vice President of Sales & Marketing, Lynn leads Humanist Hospitality’s strategic sales focus and expanding marketing initiatives to include branding and corporate communications. Lynn joins Humanist most recently from Maverick Hotels and Restaurants, a startup hotel and restaurant developer. As Vice President of Strategy and Business Development, her accomplishments at Maverick included unprecedented growth with nine open hotels, one destination restaurant, Offshore- Navy Pier the Guinness Book of World Records largest rooftop bar, and six hotels in the development pipeline. In addition to national brand experience with Marriott and Hilton during her tenure with The Procaccianti ... (view full description)

Robby Napp

Head of Acquisitions
Beacon Ridge Capital Management, LLC

Robby is a Co-founder of Beacon Ridge Capital Management LLC, (BRCM) a real estate investment manager and advisor focused on the single-family rental (SFR) sector. Prior to joining BRCM, Robby was Vice President,  Acquisitions at Amherst Residential where he helped lead the efforts of acquiring more than 30,000 ($4.5b) Single Family Rental (SFR) homes.  Robby has worked within the SFR industry for the past 7 years and has developed an expertise of creating unique SFR investment strategies to meet specific investors’ objectives.  Prior to Amherst Robby was an analyst at  Prudential Real Estate Investors.  There, he was responsible for preparing fundraising marketing materials ... (view full description)

Ira Perlmuter

Managing Director
T5 Equity Partners LLC

Managing Director, T5 Equity Partners LLC Ira currently serves as head of Private Equity and Venture Capital for the Triple Five Group, a family office, www.triplefive.com. In addition, he is also Managing Director of T5 Equity Partners LLC, a lower middle market distressed buyout fund which he started with the exclusive financial backing of Triple Five. Ira is also a founder of the Cleantech Family Office Syndicate, a group of significant families exploring alternative energy and clean technology solutions. Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm ... (view full description)

Chris Perruna

SVP
MGAC

Christopher Perruna has over 20 years of experience as an architect, owner's representative, and project manager. He has the ability to lead and manage teams and organizations using effective communication skills among multiple client stakeholders and key individuals. His extensive background includes providing project and cost management services across various types of projects. Chris has managed over 3,000,000 SF, with a combined value of over $750M.


 

Isaac Pesin

Principal
Eightfold Real Estate Capital, LP

Peter Powers

Principal Member
MPI Family Office

Peter has been with MPI Family Office since inception. Peter serves as the Vice President of Acquisitions and Asset Management for MPI’s workforce housing portfolio, self-storage portfolio, and senior housing portfolio. As the head of MPI’s real estate efforts, Peter focuses on the procurement of real estate investment opportunities, management of MPI’s current portfolio of $600mm of real estate assets, and the development of co-investment relationships.  Since Peter joined MPI Family Office, he has helped pivot MPI’s investment focus towards affordable housing through the development of a LIHTC investing platform and an adaptive reuse platform. These pl ... (view full description)

Biff Pusey

Partner
Kimble Advisory

Biff is a partner of Kimble Advisory and has worked with high net worth families, institutions and multi-generational investment programs for two decades. He was previously Senior Vice President and Senior Wealth Advisor at Keel Point, LLC, a large multi-family office and institutional wealth advisor, and Vice President of Non-Traditional Investments and Family Office Services with JoycePayne Partners, a Richmond-based fiduciary advisory firm. Before that, he managed a family investment and consulting company, was Senior Vice President for Financial and Risk Management Services at a petrochemical industry technology firm, and was General Counsel and Corporate Development Strategist for ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings

Sanjay is a seasoned Business Executive & Investor with great passion for Real Estate & Technology. He is responsible for the Vision & Strategy of 33 Holdings and brings in the needed funding and investor relations to help grow the Company. He has an unparalleled track record of leading teams to greatness through improved synergies, leadership, operational excellence and relationship building.

James Ryan

CEO
Eli Partners

James Ryan is the CEO of Eli Partners, a real estate investment firm  purpose-built to realize the particular risk and return parameters of permanent family capital.

Rob Sechrist

President
Pelorus Equity Group

Rob is the Co-Founding President of Pelorus Equity Group and Co-Manager of the Pelorus Fund, a cannabis-focused private mortgage  REIT. He has more than 23 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $300,000,000 in secured real estate transactions and deployed more than $200M into the cannabis sector. Rob’s primary role at Pelorus Equity Group is raising capital for the Pelorus Fund and the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the ... (view full description)

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Raphael Sidelsky is the head of real estate investing for W5 Group which has offices in New York, Miami and Switzerland. Established in 2009, W5 Group is the Winter Family Investment Office. W5 Group focuses on innovative real estate investments either directly or alongside high-quality sponsors and provides capital without any pre-determined hold periods. Target investment sectors include multifamily, student housing, co-living, micro-apartments, single family rental, lodging and mixed-use. Investment structures include single or programmatic joint ventures, direct, entity level, preferred equity and mezzanine debt. W5 Group has permanent capital, a flexible mandate and seeks to create endu ... (view full description)

James Solomon

Managing Partner
Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC (www.raviniagroup.com) is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

Katie Sproul

CEO
Halstatt (Sproul Single Family Office)

Katie Sproul is a seasoned family business executive with expertise in the disciplines of real estate, agriculture, investment management, private equity, family office best practices and private company governance. Katie is CEO of Halstatt, LLC and a respected family leader. Previously, she played a dual role as CEO of Halstatt, LLC and Co-President of the Barron Collier Companies, both of which are built upon the legacy of Barron Gift Collier, Sr. one of the founding fathers of Collier County in Naples, Florida. Katie is values based, a visionary, thought leader and frequently sought speaker. Halstatt, LLC is the operating and investment arm of the Sproul family. Halstatt ... (view full description)

Joseph Stadlen

President
Intertech Construction Corp.

From early childhood Joseph Stadlen has been a problem solver. It’s in his nature and the reason he chose property development and construction as a profession. He views the world around him as an opportunity for improvement.     With acumen for politics, while at the University of Florida Joseph was elected to several student government positions. Student Senator, Student Senate Pro Tempore, Student Senate President & Student Body Treasurer. His leadership skills were recognized when accepted into the prestigious Florida Blue Key Leadership Honorary. Meanwhile his academic achievement recognized with acceptance into Omicron Delta Epsilon Economics Honor Society. All the whil ... (view full description)

James Steuterman

President & CEO
ARCTRUST

James M. Steuterman, born in 1956, is President, Chief Operating Officer and Director of ARCTrust. Mr. Steuterman served as a Director and Audit Committee Member of ARC Corporate Realty Trust, Inc., from 1993 to 2008, and Executive Vice President of Capital Markets for ARCTrust since May 2011. Prior to joining ARC Properties, Inc., Mr. Steuterman was Senior Vice President of Toll Brothers, Inc. a Fortune 500 Company, where he was responsible for the acquisition, development, and management of real estate projects nationwide. Prior to that he was Chief Operating Officer as well as an Investment Committee and Board Member of New Plan Excel Realty Trust, a $3-billion, NYSE listed Real Estate In ... (view full description)

Carol Surowiec

Tax Partner
EisnerAmper

Carol Surowiec is a Tax Partner in EisnerAmper’s Real Estate Services Group and is the Florida Real Estate Practice Leader, with over 30 years of experience in public accounting. Carol has worked extensively in the real estate industry, in addition to working with individuals and closely held businesses on federal and state tax planning and compliance matters. She has significant experience developing tax-efficient strategies and providing compliance guidance, acting as a business advisor to her clients and advising them on ways to minimize their tax exposure. She provides value by helping clients connect with resources, identifying opportunities, and providing solutions to help them r ... (view full description)

DJ Van Keuren

Co-Managing Member
Evergreen

D.J. Van Keuren, Managing Partner/Co-Founder. Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career. Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for a private single-family office; a Vice President of Real Estate for the Hayman Family Office, the single-family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream F ... (view full description)

Gilbert Winn

CEO
WinnCompanies

Gilbert J. Winn is the Chief Executive Officer of WinnCompanies, one of the nation’s leaders in multifamily property development and management.   As CEO, Mr. Winn oversees three award-winning affiliates: WinnDevelopment, the company’s property development arm; WinnResidential, which manages multi-family communities; and WinnResidential Military Housing Services, which manages privizated military housing.   The company’s owned and managed portfolio includes affordable, middle income, market rate and mixed use communities, totaling more than 100,000 apartments at more than 600 properties and nearly 1.3 million square feet of commercial space in 22 states and the Distri ... (view full description)

Ralph Winter

Founder
W5 Group, LLC

Ralph Winter, Principal of W5 Group, is the founder and largest shareholder of Corestate Capital Group, an S-DAX listed company based in Frankfurt with over $30bn assets and 730 employees in 7 countries. Mr. Winter built Corestate to become one of the leading fully-integrated investment management real estate companies in Europe. Mr. Winter was an early-mover and pioneer in asset classes such as student housing and micro-units. Today, he has amassed a portfolio in excess of 35,000 units in those sectors before they became mature, institutional asset classes. With Mr. Winter’s experience and vision, W5 Group is focused on investing in innovative living concepts that offer tenants ... (view full description)

Yaakov Zar

Founder & CEO
Lev Capital

Yaakov Zar is the founder and CEO of Lev, one of the nation’s fastest growing commercial mortgage brokerages. Lev helps commercial real estate owners and investors get the best financing for their properties by supercharging the industry’s leading capital markets advisors with machine learning and artificial intelligence tools. Prior to starting Lev, Yaakov was a co-founder and Chief of Strategy at Dispatch, a workforce management platform for enterprise home service businesses, where he led product and sales to large accounts nationwide. In 2018, Vista Equity Partners acquired Dispatch. Yaakov graduated from Boston University in 2012, with a focus in Entrepreneurship and lives w ... (view full description)

Amato Zarro

Senior Analyst
NextEra Energy

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Event Contacts for The 6th Annual Real Estate Family Office and Private Wealth Management Forum (East)

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*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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