This is a past event. To see the list of our current events, please click  HERE

Richard Batt

Sr. VP of Investor Relations
Redwood Living

Richard Batt grew up in Buffalo, New York and landed in Ohio via New Orleans.  Richard formerly worked as a Certified Public Accountant for Deloitte and Touche, and has a Certificate in Management Accounting along with an MBA.  His diverse development and financial background includes involvement in the development of 4,000,000 square feet of office space, 4,000 residential building lots, 3,000 apartments and in excess of $1.5 billion in project financing.  Richard is responsible for Redwood’s development efforts in Michigan and Illinois along with Investor Relations.  Beyond work Richard enjoys travel with his wife of 38 years, Maureen, fishing, spending time with their four children and th ... (view full description)

Javier Benson

VP of Business Development
RealtyShares

Javier Benson is VP of Business Development at RealtyShares, an investment platform that is transforming the real estate investment landscape by delivering efficiency, transparency and accessibility through technology. At RealtyShares, Javier is responsible for developing strategic partnerships and building financing relationships with institutional capital partners. Javier is also spearheading the RealtyShares Diversified Marketplace Equity Fund, which will invest in a diversified pool of middle market real estate equity investments that are sourced and approved by RealtyShares’ rigorous tech-enabled underwriting process. Prior to joining RealtyShares, Javier served as VP of Acquisitions an ... (view full description)

Adam Bierman

Co-Founder & CEO
MedMen

Adam Bierman is chief executive officer and co-founder of MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America. Mr. Bierman is a leading voice for institutional practices, and for clear and reasonable regulations in the burgeoning legal marijuana industry. He brings years of experience in strategic business development to the complex cannabis industry, and is at the forefront of its capital formation. He is co-chair of the Policy Council at the National Cannabis Industry Association, the industry’s leading trade organization. He has been featured on various news outlets including CNBC, Bloomberg News, For ... (view full description)

Mark Blumenthal

Partner
Plante Moran

Mark is a Partner and Leader of the Family Office Service Group at the accounting and business advisory firm Plante Moran in Chicago. He is also the Co-Leader of the Private Equity Venture Capital Fund group in Chicago and one of the senior real estate tax partners of the firm.   Mark serves as a strategic advisor to ultra-affluent families, family offices, private equity/venture capital funds and mature private businesses. He advises clients on buying, selling and investing in private businesses and real estate; the formation of family and investment limited partnerships, family offices and private foundations; and income tax and transaction planning.   Mark has writ ... (view full description)

Peter Borzak

Principal
Pine Tree, LLC

Peter began his career at The Balcor Company in 1984 after graduating Phi Beta Kappa from George Washington University. In 1987, Peter joined First Dearborn Properties, a Chicago-based real estate investment company, as a Vice President of Acquisitions. In 1990, Peter formed Plymouth Court Properties, Inc., which owned and managed several office and apartment buildings and a public golf club in the greater Chicago area. In addition, the principals of Plymouth Court Properties were involved in the development of Michael Jordan's Restaurant in Chicago, Illinois. In 1995, Peter was a founding Managing Member of Pine Tree Commercial Realty, LLC, and Pine Tree Institutional Realty, LLC in N ... (view full description)

Kenneth Brown

Managing Partner
Lionchase North America

Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years.  Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property.  At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio.  Kenneth is also responsible for the firm's merger and acquisition strategy.   Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, an ... (view full description)

Brian Carter

Tax Partner
Plante Moran

Brian is a tax partner in the family office and private equity group. He assists affluent families, family offices, and high net worth individuals with comprehensive planning in all areas of tax, including individual, flow-through, and wealth transfer matters. Brian also provides tax consulting and compliance services to privately held real estate, private equity, and venture capital funds; manufacturing companies; financial service businesses; and business owners. Known for his extensive knowledge and expertise in the tax arena, Brian helps integrate tax strategies and ideas for his clients to help achieve real financial results.  With more than 15 years of experience serving the midd ... (view full description)

Steffianna Claiden

CEO
UltraInvestor

Steffianna Claiden is the publisher of UltraInvestor, a blog covering tangible and specialty investments. Previously she ran Family Office Review and the Family Office Review Awards, served as managing director for an advisor-focused publication and was a strategy consultant with a boutique firm specializing in wealth management.

Courtney Clark

Managing Director
Aspen Peak Advisors

Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. As analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.  Prior to TerraNova, Courtney worked in a Sales Director capacity for Resort Quest Inter ... (view full description)

Christopher Cooper

Founder
High Sharpe Strategies

We're currently representing a new Real-Estate due-diligence service cohering big-data sets for non-quantitative decision makers involved anywhere along the CRE investment lifecycle: from the acquisition to management, to disposition. The service does the highly specialized grunt-work of collecting, storing, cleansing, harmonizing and aggregating thousands of real-time, big-data sets. When visualized, the decision maker is offered instant intelligence regarding new tenants, lease renewals, expansions, contractions, rent-relief requests, relocations, etc....all spun into a clear, coherent picture using non-stale data. Our service helps "the right person" at a firm to better evalua ... (view full description)

Wendy Craft

Executive Director & COO
Favara, LLC

Wendy currently holds the position of Chief Operating Office of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry.  The family office serves three generations of the family and is based in New York City.     Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single family office that invests in real estate and operating companies on its behalf.  The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.   ... (view full description)

Kevin Crook

Director – Private Wealth, Global Firm Relations
Principal Global Investors

As Director of Private Wealth, Kevin works with prominent RIAs and family offices across the country, representing the investment solutions of Principal Global Investors, the asset management arm of The Principal Financial Group, with 14 investment boutiques and $380 billion in assets under management. These boutiques include Principal Real Estate Investors, with investment strategies across all four real estate quadrants. Kevin began his career with Merrill Lynch in New York in 1983. Before joining Principal, he was Executive Vice President of W.P. Stewart Asset Management, responsible for institutional business development and consultant relations. He also served as Senior Vice President a ... (view full description)

Nicholas Delgado

Principal
Dignitas

Dave Dlugolenski

Head of PE
The Strategic Group of Companies

Isaac Dole

Founder/Managing Principal
Birchwood Health Care Properties

Prior to forming BHP, Mr. Dole was the Managing Director of Acquisitions at Aviv REIT, Inc. (NYSE: AVIV, now Omega Healthcare Investors - NYSE: OHI), one of the nation's largest nursing home and senior housing real estate owners in the country.  During his tenure at Aviv REIT, the company grew from 175 senior housing and nursing home communities to approximately 350, culminating in an IPO in the spring of 2013.  Prior to Aviv, Mr. Dole was a member of the National Senior Housing Group at one of the nation's largest healthcare real estate brokerage firms, where he was responsible for sourcing and executing senior housing and nursing home transactions.  Throughout his career, Mr. Dole has cult ... (view full description)

John Doychich

VP of Finance
Williams Group Holdings

John is the Vice President of Finance at Williams Group Holdings LLC, a family office and private investment vehicle, where he oversees all aspects of the firm including deal sourcing and investments, accounting and finance, and working directly with portfolio companies.   During his time with Williams Group Holdings, John has served as a member of the Investment Committee, proxy to the Board of The Africa Channel, proxy to the Board of Gemini Basketball LLC, advisor to the Board of Velocent Systems Inc., and as Interim President of Gemini Basketball LLC (The Los Angeles Sparks).   Concurrently with his duties at Williams Group Holdings, John serves as the Vice Presid ... (view full description)

Jim Duggan

Founding Principal
Duggan Bertsch, LLC

James M. Duggan is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families. Jim’s experience in the structuring and implementation of Family Offices, sophisticated tax planning, and asset protection planning strategies is nationally recognized, as is his role in the firm’s development of a leading multidisciplinary planning protocol. In addition to giving frequent lectures and authoring articles in his areas o ... (view full description)

Daniel Einhorn

General Partner
Capital Midwest Fund

Daniel Einhorn is General Partner of Capital Midwest Fund.  He has ten years experience, evaluating, screening, and investing in private technology companies.  Dan is on the board of LiquidCool Solutions, Physician Software Services, Always In Touch and PreEmptive Meds.  He is a member of the Board of the Entrepreneur Center at Illinois Institute of Tech­nology, and the Southern Methodist University Alumni.  He is President of the board of COA.  In 2012, he was named Man of the Year for the Milwaukee Chapter of the Leukemia and Lymphoma Society.   Prior to joining Capital Midwest, he served as Investor Relations Director at UICI, a publicly traded holding company with five subsid ... (view full description)

Christopher Engelman

Managing Director
Cedar Hill Associates

Chris evaluates non-traditional investment strategies and identifies and monitors managers and their partnerships. Chris develops customized implementation plans for alternative investments in client portfolios.
Prior to joining Cedar Hill, Chris worked at Asset Consulting Group, assisting family offices in developing asset allocation strategies and evaluating traditional and alternative investment managers. Chris earned a Bachelor of Arts from Gettysburg College and his MBA in finance from Washington University in St. Louis. Chris is a CFA charterholder, chartered investment counselor and member of the CFA Society of Chicago.

Michael Felman

President
MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office.  Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. With a combined 40 years of financial and legal experience, MSF Capital Advisors has the knowledge and expertise to help families deal with direct investments, wealth preservation, asset allocation, tax planning, business succession etc. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of  Acquisition International 2013, 2014, 2015 Global Multi-Family Office award.  Winner of Wealth & Finance International 2 ... (view full description)

Jim Fox

Co-Founder and Chief Executive Officer
North Wells Capital, LLC

The company’s Co-Founder and CEO is Jim Fox. In his role as CEO, Jim is responsible for the North Wells Capital investment strategy, fund-raising and financial operations. Jim has been a leader in commercial real estate for over 30 years, most recently as Chief Financial Officer of Home Partners of America (2012-2015) and Chief Financial Officer of Pearlmark Real Estate Partners (1998-2012).   Jim, a Certified Public Accountant, earned a Bachelor of Arts in Economics from the University of Wisconsin Parkside and a master’s degree in Business Administration from the University of Chicago’s Booth School of Business. Since 2004, he has been an active member on the board of directors ... (view full description)

James Fried

President
Sandstone Realty Advisors

Jim Fried has been a real estate business person since 1980 and has had his own radio show since 2009.   Mr. Fried specializes in capitalizing commercial real estate transactions, unearthing urban land opportunities and is also a private lender. He advises many famies and family offices on direct real estate investing. Jim was recently named a Family Office Real Estate Advisors Global Leader for 2018 by Family Capital Magazine.   Jim has closed over $3BB in real estate transactions during his career in markets across the eastern US. Jim uses his communication skills to inform and entertain on his weekly radio show – Fried on Business – heard each week on 8 ... (view full description)

Jeff Glass

Business Development Manager
Bedford Cost Segregation

Mr. Glass works with CPA firms, developers and real estate owners throughout the western states to assist them in obtaining the tax advantages afforded by cost segregation. He has a special expertise in applying the IRS Repair & Capitalization Regulations and often speaks to groups on this topic.   Mr. Glass' business experience includes over 20 years in the residential and commercial mortgage industry, where he served in sales, marketing and management roles within the loan origination departments of several banks and mortgage banking firms. He also has been an avid proponent of applying web technologies to improving sales, marketing and operations, serving as an Internet te ... (view full description)

Mike Goldman

Executive Vice President
Golub & Company LLC

Michael Goldman, an expert in innovative financial structures for underwriting commercial real estate transactions, has extensive experience in the debt and equity capital markets, and other forms of structured finance. Since joining Golub & Company, he has consistently orchestrated complex, successful development and acquisition transactions that have positioned the firm as an aggressive, entrepreneurial acquirer of commercial and multi-family properties throughout the U.S. With a proven track record in sourcing and analyzing investment opportunities, Michael’s lender relationships are built on a foundation of mutual, long-term respect. Having earned both an MBA and a BA from the Univer ... (view full description)

Sara Hamilton

CEO
Family Office Exchange

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 490 globally-minded family enterprises and their advisors based in 20 countries. Since 1989, FOX has made financial solutions accessible to business owning families by fostering dialogue among wealth owners and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service and remains true to its founding mission of objectivity in wealth management, mem ... (view full description)

Thomas Handler

Chairman, Advanced Planning and Family Office Practice Group
Handler Thayer, LLP

Tom Handler is an advanced planning attorney focused on complex estate plans, multi-entity business structures and tax planning for private clients, family businesses and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset preservation planning, premarital planning and advanced tax planning strategies.  Tom has been named to the Wealth Strategies Design Team comprised of fifteen of the top wealth planners in the U.S., the City Wealth Global Leaders List of Top 100 Attorneys in the U.S., Who’s Who in American Law and Who’s Who in America. Illinois Leading Lawyers named Mr. ... (view full description)

Barbara Hauser

CEO
Barbara R Hauser LLC

Glen Johnson

Managing Director
Mirador Family Wealth Advisors, a division of Fifth Third Bank

Glen Johnson is the Managing Director of Mirador Family Wealth Advisors and is responsible for the leadership and expansion of Mirador's platform and, along with other key members of the Mirador team, the development and coordination of products and services necessary to meet the needs of multi family office clients. Prior to joining Mirador, Glen led the West Michigan Advisory Team for Fifth Third Private Bank and provided relationship management and wealth planning services as well as tax and business transition consulting to Private Bank clients. Glen continues to play an active role in developing equity risk management strategies for clients with concentrate ... (view full description)

Rob Kampia

Executive Director
Marijuana Leadership Campaign

Rob previously co-founded the Marijuana Policy Project in 1995 and served as its executive director for 23 years, leaving MPP in 2017 to found the Marijuana Leadership Campaign, which is based in Austin and Washington, D.C. Rob grew up in the suburbs of Philadelphia in Harleysville, Pennsylvania. In 1986, he graduated as valedictorian of his class at Souderton Area High School, and in 1993 he graduated with honors from Penn State University with a bachelor’s degree in Engineering Science and a minor in English. In the middle of his seven-year tenure at Penn State where he had a full scholarship, he served three months in a county prison near State College after being ... (view full description)

Craig Krandel

Managing Director
Amherst Capital

Craig Krandel is a Managing Director, Head of Capital Markets for Amherst Residential. Craig has been involved in the sourcing of debt facilities for all of the Amherst entities over the past five years. Craig has over 30 years of experience in fixed income sales and trading and real estate related products.    Craig has held similar roles within Amherst over the last decade. He previously held a role within the securities group covering banks, insurance companies and hedge funds across RMBS and CMBS products, led the Capital Markets group, and built the Single Family Rental business. Prior to Amherst, Craig spent more than 20 years in fixed income sales at Merrill Lynch, Credit ... (view full description)

Andre Lagler

Managing Director
Acron AG

André N. Lagler, Managing Director and Head of Sales at ACRON AG, was formaly a Director and Trader in the investment banking at ABN AMRO and Credit Suisse. He has more then 25 years experience in the international fianancial sector servicing international clients thereof 20 years abroad including USA and the APAC Region. André is also a specialist in structured finance.

He is the point of contact for Family Offices, UHNWI, Wealth Managers, Pension Funds, Foundations and Banks.

You can reach him under andre.lagler@acron.ch

 

Robert Lee

Principal
Urban Renewal Partners

The Beverly Park Group is a private capital-family office that invests in niche product types as active investors including value-add/workforce multi-family, student housing, self-storage, medical office, manufactured housing and mixed-use redevelopment. BPG is opportunistic/Value-add focused and will consider co-investment with other GP's as Co-investors. BPG does not invest into funds. The geographic focus is the sun-belt from CA to North Carolina and south of that line. We also will look at west coast and north west to Colorado opportunities.  BPG uses private capital through the family office to invest into GP positions and works with larger capital partners where needed due to long stan ... (view full description)

Logan Levey

Investment Manager
Strenta Investment Management

Logan Levy currently serves as an Investment Manager for Strenta Investment Management, Inc., an SEC registered investment advisor.  Strenta Investment Management is a part of a family office and makes investments across a multi-asset class portfolio including real estate, fixed income, equities, private equity, hedge funds, and commodities.  Mr. Levy is a generalist but has worked extensively on the private debt and real estate investments within the portfolio.  Mr. Levy’s previous work experience includes analyst roles in merchant banking and equity options trading where he supported banking and trading activities through financial modeling and analysis.  Mr. Levy ... (view full description)

Jonathan Littrell

Partner
Raines Feldman

Mr. Littrell is a founding partner of Raines Feldman LLP, a general business firm with offices in Beverly Hills and Irvine, California. He is a published writer and public speaker on investments and real estate.

Mr. Littrell has extensive transactional experience from real estate, corporate, private equity and securities fields. He has represented companies in all aspects of corporate governance and finance, including entity selection and formation, corporate structuring and restructuring, fund formation and joint ventures, private placement of debt and equity and securities filings.

Linda Mack

Founder and President
Mack International, LLC

Linda C. Mack is the Founder and President of Mack International, LLC, a boutique firm that specializes in providing retained executive search and strategic human capital consulting services to family office, wealth management and investment industry clients on a national and international basis. Clients include single and multi-client family offices, family enterprises and the full spectrum of professional wealth management advisory and investment management firms. Prior to founding Mack International in 2002, Ms. Mack was a Partner of TMP Worldwide Executive Search, one of the top five retained executive search firms in the world, from 1997 to 2002. As a member of the firm’s gl ... (view full description)

Bryan Mick

President
Mick Law, P.C., LLO

Bryan S. Mick is the President of Mick Law P.C. LLO in Omaha, Nebraska, and a provider of independent due diligence services for various broker-dealers throughout the country. Mr. Mick was formerly a partner with Blackwell Sanders Peper Martin, a regional law firm based in Kansas City, Missouri. His private practice involves not only broker-dealer representation but real estate acquisition, development, and finance. He was also general counsel and investment banking Sr. VP for a broker-dealer in Omaha that syndicated real estate equity offerings in hospitality, senior living, office and retail development and acquisition. Mr. Mick's due diligence representation involves a concentration in re ... (view full description)

Alexandre Monnier

President
Family Office Exchange

Alexandre MonnierPresident   Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices.   Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries— ... (view full description)

Bob Muzikowski

President and Founder
Chicago Hope Academy

Bob Muzikowski has one of the most fascinating and inspiring personal testimonies you will ever hear. While he became in time a successful business guy, he has a unique story in how he has reached out to inner city kids through the development of the largest inner city little baseball leagues ever established both in New York and in Chicago.   Bob Muzikowski has a passion for lifting kids out of desperate situations and forming them into "leaders of character empowered by faith." His work has made the evening news in both cities on numerous occasions. Bob was born and raised in Bayonne, New Jersey. He attended Columbia University in New York wher ... (view full description)

Ricky Novak

Co-Managing Partner
The Strategic Group of Companies

Ricky B. Novak serves as a Managing Partner of the Strategic Group of Companies, an Atlanta based firm built on a platform of delivering tax efficiency through global business solutions and private equity capital. As part of his role with SGC, Mr. Novak serves as CEO of SGC affiliate Strategic 1031 Exchange Advisors (SEA). SEA is a boutique advisory firm and qualified intermediary that provides real estate and tax consulting services for clients structuring complex real estate transactions and asset dispositions. SEAs global client base includes many of the most sophisticated commercial and residential real estate investors and developers. Mr. Novak specializes in the facilitation of tax-def ... (view full description)

Tony Olivo

Director of Business Development
PEF Services LLC

Tony Olivo is the Director of Business Development at PEF Services LLC with extensive knowledge and experience in fund administration for numerous fund asset classes and is responsible for the western US expansion efforts of the firm. Shortly after obtaining his Bachelor of Science degree in Business Administration from California State University Fresno, Mr. Olivo began his career with Phoenix American Financial Services a leading fund administrator servicing retail investor based alternative investment funds. During his time at Phoenix American, Mr. Olivo progressed through all levels of operations and management to the head of business developement for the firm. During this time, Mr. Oliv ... (view full description)

Carol Pepper

CEO & Founder
Pepper International, LLC

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office and consulting firm located in New York City.    Numerous Awards Pepper International is a highly respected firm that has received significant recognition in the financial services industry.  In 2016 and 2015, Carol was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management. In 2014, 2012 and 2011, Pepper International was nominated for Private Asset Management awards for Best MFO with AUM under $2.5 billion.  In 2009, Barron’s named Pepper International as one of the top family offices in the U ... (view full description)

Andrew Pitcairn

Family Council Chair
Pitcairn

Andrew Pitcairn, John’s Pitcairn’s great grandson, is a 4th generation member of the Harold Pitcairn Family line and is the current Pitcairn Family Council Chair. The Pitcairn Family Council was one of the first in the nation, established in 1982 as a platform for identifying Family talent, educating Family members about the operating business, identifying and implementing solutions for Family connectedness and interfacing directors, management and owners, among other duties.   Growing up in the small suburban town of Bryn Athyn and attending the community Swedenborg faith based school gave Andrew a spiritual sense that we are all here for a greater purpose and t ... (view full description)

Edward Polich

Executive Vice President
Draper & Kramer

Ed Polich, is Executive Vice-President, Real Estate of Draper and Kramer, Incorporated, and its parent company, DKH, Mr. Polich is responsible for the oversight of all asset management, development and acquisition activities of the firm.  Draper and Kramer is a 126 year-old, privately held diversified real estate company, with a focus on  acquiring/developing, operating and financing multifamily  and commercial retail properties – including HUD-financed properties.  D&K has been a FHA mortgage provider since the program's inception in 1938. Prior to re-joining Draper and Kramer, Mr. Polich was a founding principal of Waveland Partners which continues to provide global real es ... (view full description)

Michael Pompian

Founder and CIO
Sunpointe Investments

Michael Pompian is the Founder and CIO of Sunpointe Investments, an advisor to single family offices.  He was formerly a Partner at Mercer Investment Consulting for 10 years and was the National Segment Leader for the private wealth business.  He consulted to the firm’s largest family office clients and was responsible for overseeing $8 billion. Prior to joining Mercer, Michael was a Wealth Management Advisor with Merrill Lynch and a Private Banker with PNC Private Bank. He also served on the investment staff of a single family office. Michael has written four books: Advising Ultra Affluent Clients and Family Offices (Wiley 2009), Behavioral Finance and Wealth Management (Wiley 2006), Behavi ... (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)

Ryan Rans

Managing Partner
Great Lakes Capital

Ryan Rans serves as Managing Partner for Great Lakes Capital, a real estate private equity and development firm active across all regional commercial real estate asset segments.  As Managing Partner, he leads the firm's strategic direction and investment focus.  In addition to leveraging his two decades of development experience, he has worked to position the firm to capitalize in both debt and equity across market segments and cycles. Ryan graduated Manga Cum Laude with a Bachelor of Science in Finance from the University of Notre Dame.  After graduating, he began his career in real estate development in 1998, as Principal of Rans Development, LLC.  In 2005, he co-founded Great ... (view full description)

Jake Seher

Senior Partner
Capitol-Context, LLC

Mr. Seher's practice focuses primarily on federal government affairs with a particular emphasis on Congress and the legislative process. He provides counsel on issue management, legislative strategy, coalition development and political analysis. His background includes nearly ten years on Capitol Hill as a staff member in the office of Senator Joseph R. Biden, Jr. (D-DE), and as a member of the Finance Division of the Democratic Congressional Campaign Committee. Mr. Seher was Legislative Director at the law firm of O'Connor & Hannan, and served as Senior Legislative Adviser for over a decade at Venable, LLP. With over 30 years of Washington experience, Mr. Seher has successfully de ... (view full description)

Carl Sheeler

Co-Founder
Two Bears Farms

Carl L. Sheeler, PhDNot just a valuation guru - a value creator Capitalist, hemp & eco-tourism farmer, U/HNW family advisor Real estate & private capital market advisor-entrepreneur Holistic approach to finance after 25+ years & +1,000 clients Thrice awarded private equity thought-leader for unique ideas Investment risk management, due diligence and matchmaker No "caca de vaca" approach.  USMC vet who listens & acts. REVAS - A Two Bears Company ... (view full description)

Benjamin Smith

Partner
Plante Moran Real Estate Investment Advisors

Ben brings a highly analytical and strategic perspective in providing real estate investment advisory services to family office, private capital, and institutional investors. Ben assists these clients in analyzing broad based economic and market trends to develop a real estate investment strategy that aligns with overall goals and objectives of the enterprise. Ben is currently responsible for the oversight of approximately $200 million in real estate assets across multiple geographies and asset classes. In this capacity, his role includes the development and monitoring of investment strategy, oversight of the asset management team, structuring debt financing, and oversight of acquisiti ... (view full description)

Mark Spiegl

Senior Investment Analyst
Torshen Capital

Mark C. Spiegl is the head of quantitative research and a portfolio manager at Torshen Capital Management. Torshen Capital is a family office operating since the mid-1990s. The Torshen family office invests across asset classes. In addition to the family office, Torshen also manages a fund of hedge funds, and provides derivative based yield enhancement and hedging services for internal capital and outside clients.   Mark joined Torshen in 2006. Prior to joining Torshen, Mark worked at Motorola Inc. as an electrical engineer. At Motorola Mark designed and developed GSM, 3G, and other advanced wireless products. Notable accomplishments include deployment of the first GSM system, an ... (view full description)

Luke Stanton

Executive Director of U.S. Operations
Sunniva

Luke K. Stanton is an attorney, advisor and entrepreneur whose work over the past decade has entrenched him in the American cannabis industry.   Mr. Stanton is the Founder and Managing Partner of Frontera Law Group, one of the nation’s leading cannabis business specialty law firms.  Frontera has quickly developed an array of best-in-class cannabis companies, brands, producers and ancillary service providers all working to define standards for an emerging industry.  Mr. Stanton has also expanded the Frontera network to include accounting, business advisory, entertainment and government affairs entities.  Through these entities, Frontera has worked on projects in more than a dozen ... (view full description)

DJ Van Keuren

Co-Managing Member
Evergreen Property Partners

Mr. Van Keuren is a Top 10 US Family Office Real Estate Professionals by Family Capital, one of Trusted Insight’s Top 30 Real Estate Investors at a Family Office, a Forbes Real Estate Council Member, and a successful author & sought after speaker for family offices conferences throughout the Globe. DJ Van Keuren is a Vice President for the Hayman Family Office, the Single Family Office of the Hayman Family who was the founder of Giorgio Perfume. Here he is responsible for family office capital and the real estate activities which support Hayman Properties, and of the Hayman Family Office. Previously he worked as the Director of Family Office Capital for the Arsenal Family Office (SFO) wo ... (view full description)

Brent Zimmerman

Partner & CEO
(Re)Spring

  Brent has 16 years of experience in the investment management industry, including over a decade of portfolio management experience with MatlinPatterson Credit Trading and Victory Capital Management. His past experience includes:   Previously Senior Portfolio Manager and owner of MPAM credit trading, responsible for portfolio construction, creating alpha, trading on behalf of the funds in addition to risk management of firm’s portfolios which grew business from $118 million in assets at launch to over $800 million.   Previously served as Managing director and Portfolio Manager at Victory Capital management which over saw $ ... (view full description)

Pierre duPont

Partner
HPM Partners

Pierre is a Partner in our New York office and a Senior Client Advisor. Prior to joining the firm, Pierre was an advisor to three early-stage internet companies helping them develop their initial business plans, identify capital sources, and make initial team hires. Today, in addition to his work at HPM Partners, he is a formal or informal advisor and mentor to several early-stage companies and fund managers, and is a judge at the TigerLaunch business-plan competition and at the Princeton Entrepreneurs Network annual competition. Pierre was previously at Two Sigma Investments, a diversified hedge fund with $8 billion under management across global equities, currencies ... (view full description)
NETWORK OPEN
Sign In
 
Sign in with LinkedIn
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)

E-mail: mail@imn.org


Event Contacts for The 1st Annual Real Estate Family Office and Private Wealth Management Forum (Midwest)

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password