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Charles Agus

Senior Vice President
Benedict Realty Group

Charles Agus is a Senior Vice President at BRG which owns and manages multifamily units, medical office buildings and other commercial assets along the East Coast.   Mr. Agus started his career in Goldman Sachs’ Real Estate Investment Banking group and was VP of Acquisitions at Kushner Companies prior to its sale of close to 17,000 units in 2007 for approximately $2 billion. Charles holds an undergraduate degree from Princeton University’s Woodrow Wilson School of Public and International Affairs and JD/MBA degrees from Columbia University.  Charles is also involved with a charity called SharingSeats which encourages sports teams and music promoters to gift surplus seats to at ri ... (view full description)

Brad Batten

Partner
Zwick Partners

Brad Batten is a Partner at Zwick Partners LP, a single family office located in Charlotte, NC.  Zwick Partners LP makes investments in high quality private market business opportunities, typically equity capital in the form of buyouts, growth capital, or re-capitalizations.  Since joining Zwick Partners in 2014, Brad has helped build out and lead the family office's direct investing program.  As a partner of the firm Brad is involved in all aspects of the investment operation including deal sourcing, structuring, execution, and strategic management and oversight of the existing portfolio investments.  Zwick Partners currently has 6 direct investments in their portfolio with 2 additional tra ... (view full description)

Sasha Bernier

SVP
Cheltenham Enterprises

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)

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)

Katherine Boas

Executive VP
Carl Marks & Co.

Dan Burkons

Senior Managing Director
Marcus Millichap

Daniel Burkons is a senior director of Institutional Property Advisors (IPA), a division of Marcus & Millichap. Mr. Burkons and his business partners, Michael Barron and Joshua Wintermute, oversee IPA’s Midwest multifamily operations. Mr. Burkons is one of three original founders of Marcus & Millichap’s Cleveland Office. His leadership and specialization within the Midwest apartment market enables him to create substantial value for major private and institutional investors. Mr. Burkons joined the firm in 2003 and he and his team are approaching 42,000 units sold across 14 states totaling over $1.8 billion.   Mr. Burkons also specializes and has expertise in assessing val ... (view full description)

Chris Butler

Principal
DF Capital Management

Paul Carbone

Managing Partner
Pritzker Group Private Capital

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)

Cody Crowell

Head of Asset Management & Construction
Frisbie Group

Cody joined Frisbie Group in January 2016 as the head of construction and asset management. Prior to joining Frisbie Group, Cody was a partner at Coastal Companies, a Tampa, FL based real estate private equity group. At Coastal, Cody was instrumental in building a single family residential portfolio of over 4,400 homes with a total capitalization of approximately $500 million. Cody was also responsible for launching Coastal’s in-house renovation platform that received exclusive rights from retailers throughout South Florida. Specializing in operations management, Cody targets strategies with bottom line impact while focusing on effective operating procedures to enh ... (view full description)

Donald Deans

Managing Director & CPA/PFS
Deans Consulting, LLC

Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.   He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.   Don is a nationally recognized and much sought after speaker, published author, and thought leader in the accounting and finance communities. Don’s articles are published on The DI Wire at www.thediwire.com.  His guidance has been sought out by t ... (view full description)

Lisa Ditkowsky

President
Pllush Capital Management, Inc.

PLLUSH CAPITAL MANAGEMENT, INC. and Lisa Ditkowsky, CERTIFIED FINANCIAL PLANNER™ focus on wealth-growing and legacy building strategies for Business Owners, Baby Boomers and their Aging Parents. Preventing Financial exploitation of the aging has been our firm's passion since we started in Financial Planning 12 years ago. The more money we accumulate as we age, the more places our wealth ends up, and the more "interested parties"​ want to get their hands on our hard-earned and hard-saved money. It often takes a lifetime to earn one's retirement savings and retirement nest egg, and if we trust the wrong people, everything we worked our whole lives for can be gone quickly. This is exactly what ... (view full description)

Ann Dugan

Managing Director
Family Office Exchange

  Ann Dugan is the Senior Managing Director of Consulting at Family Office Exchange (FOX), where she leads the FOX consulting team in the outstanding delivery of services to many of the world’s most substantial family enterprises and family offices as they strive to achieve long-term sustainability and multi-generational success.    Ann is the founder of the Institute for Entrepreneurial Excellence at the University of Pittsburgh which she also led as executive director for nearly 30 years while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Ann’s mission was to provide leadership in ... (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)

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)

Brett Finkelstein

Co-Founder & Co-CEO
CF Real Estate Services

As co-founder and co-Chief Executive Officer of CF Real Estate Services, Mr. Finkelstein leads the investment, operations, construction and business development team. His responsibilities involve strategic planning and growth of the company. He oversees all aspects of CF working alongside leadership with decades of multifamily experience. Brett has served in this capacity since 2013 and continues to develop and grow in the multifamily industry. As co-CEO of one of the nation’s largest multifamily property management firms, Brett holds strategic roles influencing CF’s growth and leadership. Brett attended the University of Georgia and graduated magna cum laude with a Bachelor’s of Busin ... (view full description)

Greg Friedman

Chief Executive Officer
Peachtree Hotel Group

Greg has more than 17 years’ hospitality experience with an emphasis on deal-structure and financing. He successfully has led Peachtree in more than $1 billion in hotel acquisitions, investments and development since co-founding the company. He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed and funded more than 300 hospitality FF&E financing transac ... (view full description)

Suzanne Frisbie

Senior Director, Brokerage
Frisbie Group

Suzanne, a graduate of the University of Virginia, has studied
Palm Beach real estate since 1987. She is President Elect of the Palm
Beach Board of Realtors, and has the honor of being held in esteem by
both clients and contemporaries for her professionalism and
comprehensive quantitative analyses. Suzanne ranks in the top 100 Real Estate Brokers nationally according to the annual Real Trends report.
 

Brad Gates

President and COO
Veritas Family Partners

Brad Gates joined Veritas Family Partners and its affiliated companies in 2012 as its President and Chief Operating Officer. Brad is responsible for the day-to-day operations, development and implementation of the real estate investment platform and developing an alternative investment management strategy for the family office and its related companies. Additionally, Brad has played a key role in shaping the company's guidance around asset allocation, corporate planning and strategic investment portfolio growth.  Brad earned a Bachelor of Business Administration in Real Estate Finance from Southern Methodist University in 2001. He currently lives in Austin, Texas with his wife and thre ... (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)

James Hanrahan

Managing Partner
Store Here Self Storage

Since 1999, Mr. Hanrahan has been instrumental in helping some of America’s largest self-storage providers grow and manage their self storage portfolios. He has been a factor in the acquisition and management of over 300 self-storage facilities. Starting his career with Public Storage, Mr. Hanrahan went on to become Executive Vice President and investor in the largest privately held storage company, A-American Self Storage. There he helped the group grow from 80 to 110 storage facilities in five states. In 2011 James assisted in the disposition of 77 A-American Self Storage assets for approximately $320m. In 2012 seeing the opportunity to build a new portfolio, James partnered wi ... (view full description)

Vincent Hayes

Director of Business Development
Family Office Exchange

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community. Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. ... (view full description)

Sebastian Jano

Director of Project Finance
DC Solar Solutions

Sebastian is the Director of Project Finance at DC Solar Solutions, Inc. Sebastian is responsible for sourcing and evaluating Company tax equity partnerships as well as debt and equity offerings. Mr. Jano joined the Company in 2017. Prior to this, Sebastian served as SVP of Investments for Pardee Resources Company where he originated, analyzed and structured opportunities across the portfolio while also running the Company’s Renewable Energy platform. Mr. Jano previously held acquisition and analysis roles for energy and infrastructure related transactions at SteelRiver Infrastructure Partners and Babcock & Brown. Sebastian holds an M.B.A., J.D. and LL.M. in ... (view full description)

Kim Kamin

Principal & Chief Wealth Strategist
Gresham Partners, LLC

KIM KAMIN is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. Gresham is an independent multi-family office that currently serves about 90 ultra-high net worth families nationally. At Gresham, she leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities.  Previously she was a trusts and estates partner with a large law firm. Ms. Kamin is an adjunct professor at the Northwestern University School of Law, on the Editorial Advisory Board of Trusts and Estates Magazine, an officer on the board of directors of the Chicago Estate Planning Council, and on adv ... (view full description)

Steve Kimmelman

CEO
Redwood Living, Inc.

Steve Kimmelman is the founder and Chief Executive Officer of Redwood Living, Inc. He is the innovator and developer of the single-story, open floor plan apartment home, with private attached garages, providing residents what they want.  By prioritizing high-quality living, over maximum density, demand and financial benefit has been a natural by-product.    Steve founded Redwood Living in 1991 with the idea of reinventing the suburban apartment home industry. He implemented his vision to develop apartment home neighborhoods, designed to offer the benefits of single-family living without the complexities of home ownership.  In the decades that followed, Steve built a formidable co ... (view full description)

Brandon Laughren

Chief Investment Officer
The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing family business interests in community banking and merchant banking. He also serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm, where he sourced, executed and managed private transactions for clients and for his own account. Mr. Laughren has acted as a transaction advisor as well as an invest ... (view full description)

Jay Lipsey

Partner
McCombie Group, LLC

Douglas Lyons

Managing Principal
Pearlmark

Douglas W. Lyons is a Managing Principal of Pearlmark, with responsibility for the firm’s capital markets and debt investment activities. He is also a member of the firm’s Management and Investment Committees. Prior to joining Pearlmark in 1996, Mr. Lyons was Vice President of Equity Institutional Investors, Inc. where he was responsible for merchant banking activities and strategic portfolio management projects for the Zell/Merrill Lynch Real Estate Opportunity funds, the Zell/Chilmark Fund, and other Sam Zell-related affiliates. In addition, Mr. Lyons actively managed an institutional portfolio of REIT stocks. Previously, he worked in the New York Real E ... (view full description)

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)

Chris Manning

Managing Director
Peak Capital Partners

Chris Manning is a managing director at Peak Capital Partners, responsible for acquisitions and operations of apartment buildings in select markets across the country. Prior to joining Peak, Mr. Manning was a senior vice president at Amstar, and president of Travaasa Experiential Resorts, Amstar’s destination hospitality subsidiary, where he was responsible for Travaasa’s day-to-day activities and management of all property operations, personnel, and financial performance. Prior to his time at Amstar, Mr. Manning was a residential real estate developer where he entitled, designed, built and sold urban infill projects in downtown Denver. Mr. Manning began his career in strategy consulting, wh ... (view full description)

Christopher Nolte

President
Marcus Investments

Chris Nolte is President of Marcus Investments, the Marcus Family Office located in Milwaukee, Wisconsin.  The family office was founded by the 3rd generation in 2006 just after the Family divested a division of their public company, the Marcus Corporation (NYSE:"MCS").  Within this role, Chris functions as the CIO of Berengaria Development, the real-estate division of Marcus' portfolio of companies.  Chris earned his MBA at the Kellogg School of Management with concentrations in Finance, Real Estate, and Organizational Behavior.  He has a BA with Honors in Economics from the College of William and Mary.   

Mitzi Perdue

Author, Speaker & Businesswoman
Mitzi Perdue

Author, speaker, and businesswoman, Mitzi Perdue holds a BA with honors degree from Harvard University and an MPA from the George Washington University.  She is a past president of the 35,000-member American Agri-Women, a former syndicated columnist for Scripps Howard, and her television series, Country Magazine, was syndicated to 76 stations. She’s the founder of CERES Farms, the family-owned company that owns commercial and residential real estate, and plus agricultural land including vineyards that sell wine grapes to wineries such as Mondavi, Bogle, Folie a Deux, and Toasted Head.   Mitzi Perdue’s book, HOW TO MAKE YOUR FAMILY BUSINESS LAST, gives practical advice on how a fa ... (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)

Kelli Schrade

Executive Director
Morgan Stanley

John Sebree

National Director
Marcus & Millichap

John Sebree is the national director of Marcus & Millichap’s National Multi Housing Group (NMHG). Mr. Sebree is based in the Midwest, working from the firm’s Chicago downtown office. His extensive background as a major multifamily specialist spans more than 20 years, 17 of which were as a Marcus & Millichap agent. During his tenure as an agent, Mr. Sebree managed large private capital and brokered the sales of institutional multifamily properties throughout the Midwest. He developed a strong brokerage practice in Chicago, opened the firm’s Indianapolis office and earned numerous plaque awards, eight National Achievement Award qualifications, and Top 20 and Chairm ... (view full description)

Rohit Seth

Partner
Duchossois Capital Management

John Sleeting

Partner
Clearwater Capital Partners, LLC

John W. Sleeting is a Partner at Clearwater Capital Partners, LLC, a Registered Investment Advisor.  John serves as Chairman for a Family Office Governance Board, Chairman of the Advisory Board for the National Christian Foundation Greater Chicago, Director for a Private Family Foundation and as Director of the Clearwater Capital Foundation.  As a Certified Estate and Trust SpecialistTM (CESTM) John is uniquely positioned to serve a select group of successful high-net-worth individuals and families with respect to dynastic estate planning strategies, cash flow planning, investment management, life insurance structuring and charitable giving.  John strives to ... (view full description)

David Sobelman

Founder & CEO
Generation Income Properties

David Sobelman has a sole, yet multifaceted, focus on triple net lease investment properties, on a national scale, which began in 2002. David speaks with authority and experience from every position within a net lease transaction and his role within this ever-popular niche industry entails investing, research, brokerage, management and education. However, his position of being a role model and mentoring others in the industry is the aspect of his position he takes most seriously.   David practices what he preaches, personally investing in net lease and other real estate assets since 2003, which led to the formalization of a private real estate fund and subsequently a public real ... (view full description)

Gisella Tomasio

Financial Advisor / CEO
Gisella Tomasio Financial Strategies Group

Experience
18 Years of Experience 

Areas of Focus
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Sustainably Responsible Investing
  • Domestic Partner Planning
  • Saving for Education
  • Retirement Income Strategies
  • Family Finances
  • Small Business
Awards & Recognition:
  • Women's Choice Award, Financial Advisor3, 2014,2016, 2017
  • FIVE STAR Wealth Manager1, 2017, 2015, 2014, 2013, 2012
  • Better Business Bureau Accredited2, 2012

Kay Torshen

CEO
Torshen Capital Management

Kay Torshen is CEO and Founder of Torshen Capital Management, LLC, an SEC Registered Investment Advisor.  Representing her family, Kay manages investments in private equity, venture capital, real estate, hedge funds, equities, and derivatives.   Kay traded options and equities on the CBOE and Chicago Stock Exchange for 20 years.  Her firm, Torshen Securities, Inc., was a Broker Dealer and member of the clearing corporations at the Chicago Stock Exchange and DTC-NSCC.  On the Stock Exchange, Torshen Securities, Inc. owned and operated a Specialist Book, making markets in approximately 30 stocks.  In addition, Kay was Senior Vice President of Rodman and Renshaw, Inc., managing its ... (view full description)

Hema Virani

Family Office Executive
Modi Family Office

Ms. Virani combined all her experiences and a very highly effective, efficient team of qualified professionals/experts with over 45 years experience helping mid to large size business outside US that feel there’s a market for products/services, or just wants to create an asset base in North America, from start-up to mergers and acquisitions, Hema offers accompaniment from Strategy to Execution.As Modi Family Office for almost 10 years. She oversees a few projects and reports to Mr SK Modi directly. She represents Regent Realty in USA (UK Based Co that oversees funding, design and developing a city next to Modi Nagar, New Delhi).  ... (view full description)

Christopher Winnen

Managing Principal, Real Estate Equity
Allstate Investments

Katherine Zamsky

Managing Director
Besyata Investment Group

Besyata Investment Group is a NY-based single family office (SFO) focused on acquiring multi-family and retail real estate properties with substantial upside, while pursuing a value-add strategy. Katherine Zamsky focuses on developing strategic partnerships with with family offices and institutional investors and evaluating investment opportunities for the Besyata’s portfolios. Ms. Zamsky has joined Besyata in 2016 from Bank of America, where she structured and ran the private equity funds for the $65B wealth management platform. She managed LP-GP relationships and evaluated investment merits for a variety of sectors, including real estate. In her prior role at Merrill Lynch, Ms. Zams ... (view full description)

Igor Zhizhin

Principal & Founder
American Street Capital

Mr. Igor Zhizhin has successfully demonstrated over 15 years of experience as a serial entrepreneur in multiple sectors and markets. His diverse background includes a film production company in Chicago, a privately held real estate fund in California, a medical transportation company in New York, and a commercial real estate advisory firm representing family offices and private investors in Chicago. His current focus is the small balance commercial real estate sector having established American Street Capital (“ASC”) a national commercial mortgage banking company in 2009. ASC was started in the peak of the recession to create a viable outlet when conventional commercial banking d ... (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)
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Event Contacts for The 2nd Annual Real Estate Family Office and Private Wealth Management Forum (Midwest)

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*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.

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