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Todd Bancroft

President & CEO
Draper and Kramer

Todd Bancroft is President and CEO of Draper and Kramer, Incorporated, and its parent company, DKH, Incorporated. An industry veteran, his career has spanned a wide range of real estate areas including more than 20 years of experience in law, acquisitions and development, commercial finance, residential management, residential mortgage lending, sales and marketing. Bancroft was appointed President and CEO in 2018 after more than four years as chief operations officer and general counsel, overseeing operations across all four of Draper and Kramer’s divisions including acquisitions and development, commercial finance, residential management and residential mortgage services. In thi ... (view full description)

Robert Berliner

Founding Partner
Berliner Group LLC

Robert W. Berliner, Jr. is a practicing mediator, arbitrator and attorney and is often retained as an expert witness in real estate, legal malpractice and other matters. He has also been a principal in many real estate and other business ventures. Mr. Berliner is a member of the American Arbitration Association's Roster of Mediators and Panel of Arbitrators and a Charter Member and Member of the Executive Committee of the Illinois Chapter of the National Academy of Distinguished Neutrals (www., a national invitation-only select group of arbitrators and mediators. Mr. Berliner is also a co-founder and Vice President and Secretary of the Illinois chapter of the Associatio ... (view full description)

Bethany Bonner

Principal, General Counsel & Chief Administrative Officer
Zeller Realty Group

Bethany Bonner joined Zeller Realty Group in 2014 as Principal, General Counsel and CAO. Bonner is actively involved in the firms acquisitions and investments, and manages the legal aspects of the firms debt and equity financings, joint and private ventures, and asset management. In addition, Bonner is the key legal risk management officer and is engaged in strategic counseling, policy creation, and contract negotiation.Prior to joining Zeller Realty Group, Bonner was a Senior Attorney in the Real Estate practice group of Dykema Gossett PLLC, where she counseled clients on a wide array of complex real estate matters, including construction and permanent financing of commercial an ... (view full description)

James Carlino

General Counsel
Scannell Properties

In his capacity as a partner and as general counsel, Mr. Carlino oversees legal affairs for Scannell Properties, a privately owned real estate development and investment firm. Scannell Properties is based in Indianapolis and has offices in Alexandria, VA, Minneapolis, MN, Denver, CO, and San Francisco, CA and focuses its attention primarily on single tenant build-to-suit projects throughout the U.S. and in Canada. Mr. Carlino provides operational oversight for a variety of the companys day to day managerial functions and in this role he oversees structuring and implementation of transactions, including ownership arrangements, acquisition and disposition agreements, risk management, commercia ... (view full description)

Kurt Carlson

Managing Partner
Carlson Dash, LLC

Kurt M. Carlson has a diverse practice in which he has represented numerous companies in countless complex commercial transactions, and has abundant experience representing creditors, assignees and financially distressed businesses of all sizes in complex business litigation, workouts, insolvency proceedings, predominantly in the asset-based market, as well as bankruptcy reorganization cases and bankruptcy liquidations. He is recognized by Leading Lawyers Network as a top Illinois lawyer in commercial bankruptcy and workout law, as well as in creditor’s rights and commercial law.

Michael Cipriano

Millennia Group LLC

Michael Cipriano is President and co-founder of Millennia Group, LLC. He has over 20 years of experience in the workflow and document management industry and has been instrumental in Millennia's achievement of having many of the premier commercial real estate companies in the country as customers. Michael is a frequent speaker on document management and workflow at technology conferences including the Realcomm Technology Show, Documentum Users Conference and IMN Real Estate Conferences. Michael spent eight years in the commercial real estate industry working with a REIT and two multi-national financial institutions before co-founding Millennia Group.  He received his Masters in Business Admi ... (view full description)

Frith Crandall

General Counsel
InterPark LLC

Frith Crandall joined InterPark as General Counsel in 2005. Having practiced law for over 25 years, she brings depth of knowledge and wide experience to her role in overseeing all company legal and compliance matters. She has supported the company’s growth by closing numerous multi-million dollar portfolio and single asset real estate transactions, joint ventures, and corporate transactions, including the company’s own spin off from a public company in 2011. She is well versed in real estate finance having put in place both single asset loans and significant portfolio financing and credit facilities to the support the company’s capitalization. She has played a key role in public priv ... (view full description)

Michael Crandall

Syndicated Equities

Mike Crandall is a Senior Principal of Syndicated Equities. Mike joined the firm in 2012 and focuses on working with Syndicated Equities private investors and participating in the firms transactional efforts. He also concentrates on developing strategic relationships with buyers and sellers of real estate as well as joint venture partners. Prior to joining Syndicated Equities, Mike was principal and general counsel of a real estate private equity firm and, before that, an Associate in DLA Pipers real estate group in Chicago, IL. Before graduating from law school, Mike was an analyst with Trizec Properties and a commercial real estate broker at Colliers Bennett & Kahnweiler.Mi ... (view full description)

Daniel Cullen

Baker & McKenzie LLP

Daniel Cullen is a partner at Baker & McKenzie LLP, Chicago, IL.  His practice focuses on tax advice and corporate finance. During the past decade, Mr. Cullen has acted as lead tax counsel for numerous real estate capital markets transactions, including public and private REITs, Delaware Statutory Trust (DST) real estate offerings, as well as various complex lease transactions – often issuing tax opinions addressing some of the industries’ most complex issues. In the aggregate, Mr. Cullen has served as special tax counsel in connection with well over $15 billion of assets.   Mr. Cullen has significant experience in all aspects of tax planning for inbound and outbound real est ... (view full description)

Thierry Dongala

Conference Producer
Information Management Network

Thierry Dongala enjoys gathering leaders in the investment management and real estate investment space to provide thought leadership for the industry. He's worked in the United States Senate and has consulted for several Fortune 500 financial firms. Thierry is a "hobby entrepeneur" with start ups ranging from Art catalogs to African water bottling companies.

Jean Dorans

Managing Director
Realogic Analytics, Inc.

Jean Dorans joined Realogic in July of 2010 as Managing Director of Due Diligence services and has over 25 years experience in the commercial real estate industry. Before Realogic, Ms. Dorans assisted in the transactions and closings of over $27 billion of Equity Office dispositions, $2.5 billion of CarrAmerica Realty Corp. dispositions and $249 million of acquisitions from February 2007 through May of 2009 for Blackstone Real Estate Advisors. Prior to Blackstone, Ms. Dorans spent 10 years at Trizec Properties where she rose to the role of Senior Vice President. She was involved in $11 billion in transactions while at Trizec and managed 26 people in three different departments (Due Dil ... (view full description)

William Dorsey

Katten Muchin Rosenman LLP

William J. Dorsey, a partner in the firm's Litigation and Dispute Resolution practice, practices in the areas of creditors' rights, real estate, complex commercial and intellectual property litigation.Will represents many of the nation's leading lenders in cases involving intercreditor disputes, breach of credit agreements, guaranty enforcement, claims of lender liability and lien priority fights. He also represents commercial lenders in bankruptcy litigation matters, including cash collateral disputes, plan confirmation, claim objections, lift stay motions and other contested hearings. He has handled foreclosures of retail, hotel, single-family home development, ... (view full description)

Edward Filer

Attorney at Law
Freeborn & Peters LLP

Ed Filer is a Partner in the Firm's Litigation Practice Group and is the Leader of its Construction Services Practice Group. Ed also practices in the Real Estate Secured Lending and Corporate areas. Ed's practice is nationwide and includes general corporate counseling, contract drafting and negotiation, business reorganizations and restructuring, mergers and acquisitions, fiduciary litigation, business workouts, arbitrations, civil trials, mediations, claim preparation and mid-project analysis. Ed represents material suppliers, subcontractors, contractors, construction managers, design builders, architects, owners, sureties and financial institutions in every aspect of their busi ... (view full description)

Stephen Galler

Executive Vice President, General Counsel
The Habitat Company

Since 2007, Stephen Galler has served as Executive Vice President and General Counsel for The Habitat Company, where he oversees all legal matters, including all acquisitions, dispositions, financing, leasing, compliance and development for the companys real estate concerns. Mr. Galler also currently serves on Habitats Board of Managers. Most recently, Mr. Galler coordinated all legal matters in connection with Habitats development, construction and opening of Hubbard Place, a luxury apartment building located in downtown Chicago.Before joining The Habitat Company, Mr. Galler served as Senior Vice President and General Counsel at Related Midwest (formerly LR Development Company), ... (view full description)

Steven 'Sonny' Ginsberg

Ginsberg Jacobs LLC

Steven “Sonny” F. Ginsberg has more than twenty years of experience in real estate and finance law, assisting clients from both the lending and development side. He works with financial institutions and national funds to develop lending forms and guidelines, and has vast knowledge in structuring complex debt and equity vehicles. Sonny also assists owner and operator clients in the acquisition, zoning, development, leasing and financing of commercial real estate, with a particular emphasis in hospitality and telecommunications. He is a founding member of Ginsberg Jacobs LLC, a Chicago-based boutique transactional firm that provides a full range of financial related services to banks, insu ... (view full description)

Derrick Grüner

EVP & General Counsel
Strategic Holdings

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel at Strategic Diversified Management, Inc., and a 24 year veteran of the real estate finance industry. Previously, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and a partner at a large east coast firm where he focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journ ... (view full description)

Jeffrey Jamison

Senior Counsel & VP
BMO Financial Group

Craig Jeffrey

Hiring Partner
Bryan Cave LLP

Craig Jeffrey practices in the real estate and real estate finance areas. His practice focuses on land acquisition, disposition, leasing and real estate finance. Craig counsels developers, property owners and tenants in the negotiation and preparation of purchase and sale agreements, operating agreements, easement agreements and commercial leases. He counsels lenders and borrowers on credit facilities, security documents and related opinion matters. Public and privately held companies select Craig because of the broad transactional experience he brings to bear on real estate and finance projects. Representative Experience Acquisition & Disposition - Representation of Chicago residential ... (view full description)

Neil Klein

Managing Counsel
IndCor Properties, Inc.

Neil A. Klein is the General Counsel and Executive Vice President of GLP US Management LLC and has served on the executive management team since August 2011 with GLPs predecessor, IndCor Properties. Mr. Klein previously served as a senior associate with the real estate group of Skadden, Arps, Slate, Meagher & Flom LLP. Mr. Klein earned his J.D. from the University of Chicago Law School and B.B.A.s in Finance and Real Estate from the University of Wisconsin, Madison.

Jon MacDonald

General Counsel
Fairfield Residential

Jon is responsible for managing the legal affairs of Fairfield Residential, including transactional, operational and litigation matters. From 2005 through 2009, Jon served in a variety of capacities for Downey Financial Corp., including executive vice president, general counsel, chief operating officer and corporate secretary. Jon also served as president of Downey's real estate development company and was a member of its board of directors. Prior to joining Downey, Jon served as executive vice president and general counsel of Crown Realty & Development, Inc. He started his career with Paul, Hastings, Janofsky & Walker LLP practicing transactional real estate law. Jon received his un ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

John Napoli

Seyfarth Shaw LLP

Mr. Napoli is co-managing partner of the firm's New York office. He practices in the areas of federal, state and local taxation and chairs the firm's national Tax practice group. He represents both public and private clients and regularly advises clients on tax issues relating to corporate mergers and acquisitions, international transactions, restructurings, consolidations, financing, real estate (including REITs), tax free like kind 1031 exchanges, subchapter S corporations, partnerships, joint ventures, and limited liability companies. Mr. Napoli has been instrumental in structuring numerous tax-efficient transactions, including the formation, operation and liquidation of REITs and UPREITs ... (view full description)

William Peltin

Outside General Counsel
Ridge Development Company

Since 2014, Mr. Peltin has served as outside general counsel for both Ridge Development Company ("RDC") and its predecessor, Ridge Property Trust. RDC is the industrial development arm of Transwestern Development Company, specializing in development and investment in "state of the art" warehouse, distribution and manufacturing facilities throughout the United States and Mexico. At RDC, Mr. Peltin is responsible for the implementation and management of all legal matters relating to RDC's ongoing day-to-day acquisition, development, construction, financing and ownership activities, as well as all corporate legal matters relating to the operation of RDC and its joint venture relationships. ... (view full description)

Elan Peretz

General Counsel & Managing Director
Barnett Capital

As a managing director of Barnett Capital, Elan has management responsibility over all of Barnett Capitals business lines. Elan is also counsel to the Barnett family and the general counsel of Barnett Capital Ltd.Elans current focus is on the continued growth of the finance division, encompassing lending on distressed debt, distressed assets, multi-family value-add projects, single-family home rehab lending and machinery and equipment finance and leasing. The finance division has seen unprecedented growth since its inception in 2009 and continues to be a primary focus of Barnett Capitals equity investments. Elan ensures the continued growth of the platform through strategic sourc ... (view full description)

Devan Popat

Katten Muchin Rosenman LLP

Devan H. Popat is an attorney and partner at Katten Muchin Rosenman LLP. Devan focuses his practice on commercial real estate transactions, including acquisitions, dispositions, development, venture formation, finance, property management and leasing. He advises funds, real estate investment trusts (REITs), high-net-worth individuals, operators, developers, financial institutions and insurance companies on all aspects of real estate.  Devan has worked on a broad range of real estate assets, including office buildings, multifamily and student housing projects, industrial facilities, retail centers, hotels and resorts, senior housing and health care facilities, self-storage, ... (view full description)

Michael Regan

General Counsel - The Americas

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Paul Seeman

General Counsel
LAMB Partners

Robert Skinner

General Counsel
Montecito Bank & Trust

Robert L. Skinner is the chief innovation officer and general counsel for Montecito Bank & Trust, the oldest locally owned and operated community bank in Santa Barbara County, with assets in excess of $1 billion. Robert is also a member of the bank's Board of Directors and serves as the chair of its Trust Committee.In addition to his responsibilities at the bank, Robert also serves as executive vice president and general counsel for The Towbes Group, Inc., a Santa Barbara based property management and development company. Robert is also a managing member of Towbes Capital Partners, LLC, a real estate investment company, and a founding member and chief executive officer of Agi ... (view full description)

Marc Swerdlow

Principal, Chief Operating Officer
Magellan Investment Partners

Marc recently formed Magellan Investment Partners LLC with David Levin and David Carlins. MIP is the investment affiliate of Magellan Development Group focusing on the acquisition of core plus and value add multi-family properties in key strategic markets. Swerdlow serves on the Executive, Management and Investment Committee for MIP. Marc oversees investor relations, including asset management and reporting, as well as all back office and out sourced functions, and with Levin manages the day to day operations of MIP.

Aaron Tucker

Vice President & General Counsel
Tucker Development

Aaron M. Tucker joined Tucker Development (Tucker) in January of 2015. As Vice President and General Counsel, he is responsible for business development and all legal matters involving Tucker and its affiliates. Prior to joining Tucker, Mr. Tucker practiced law with Kirkland & Ellis LLP. At Kirkland & Ellis, Mr. Tucker focused his practice on commercial real estate including development, finance and leasing matters relating to complex real estate transactions. Mr. Tucker received his Bachelor of Arts in International Affairs, with a concentration on International Economics, from The George Washington University and his Juris Doctorate from Chicago-Kent College ... (view full description)

Jenna Vick Unell

General Counsel
C-III Asset Management

Jenna Vick Unell is Senior Managing Director of C-III Capital Partners, a real estate services company engaging in activities that include primary and special servicing, loan origination, fund management and principal investment. Jenna Unell is Senior Managing Director and General Counsel of C-III Asset Management LLC, a wholly owned subsidiary of C-III Capital Partners, a highly rated loan servicer of commercial real estate loans. C-III Asset Management is the named special servicer for over $116 billion of commercial real estate loans. Jenna Unell has been with C-III Asset Management and its predecessor companies for over 12 years. Ms. Unell has over 25 years of experience in c ... (view full description)

Mark Weiss

Mark B. Weiss Real Estate LLC

For over 30 years Mark B Weiss, CCIM has been the leader in Chicago working with Banks and lenders recover financially from distressed assets and bad loans. Mr. Weiss and his team provide man on the ground assignments by starting with the inspection and complete understanding of both the physical improvements and problems due to deferred maintenance and code violation, to the impact of health and safety issues to the residents the possibie nature of the residents, while collecting rent paying bills and disposing of the physical property to provide liquidity back to the lender, using conventional sales and leasing methods to real estate sealed bid and public auctions. The property types in ... (view full description)

Scott Wilton

Executive Vice President - General Counsel
InvenTrust Properties Corp.

Scott W. Wilton, 55. Mr. Wilton has served as the Company’s Executive Vice President, General Counsel and Secretary from the time the Company initiated its self-management transactions on March 12, 2014. He served as Secretary of the Company since October 2004. Mr. Wilton joined The Inland Group, Inc. in January 1995. Mr. Wilton served as the vice president of the Business Manager from July 2013 through March 2014. He served as assistant vice president of The Inland Real Estate Group, Inc. and senior counsel with The Inland Real Estate Group law department since 2006. Mr. Wilton previously served as secretary of Retail Properties of America, Inc. (formerly, Inland Western Re ... (view full description)
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Event Contacts for The Real Estate & Bank General Counsel Forum (Midwest)


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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 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


    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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