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Chris Allman

Managing Director, Capital Markets
CIM Group

Mr. Allman is a Managing Director, Capital Markets at CIM Group.  Prior to joining CIM in 2013, Mr. Allman was a Vice President at Thayer Lodging Group/Brookfield Hotels where he was responsible for all debt capital market activities for Thayer’s close ended private equity fund vehicles and joint venture investments and also played a lead role in the company’s equity fund raising and corporate finance activities.  Prior to joining Thayer/Brookfield Mr. Allman was a Vice President in Capmark’s (formerly GMAC Commercial Mortgage) Hospitality Industry Division where he led over $3.0 billion in asset and entity-level financings and supported the origination, syndic ... (view full description)

Michael Barbieri

Vice President
Goldman Sachs

Michael is a senior Vice President on the CMBS securitization team in the Real Estate Finance Group. He joined Goldman Sachs as an analyst in 2006 and has been a member of the Real Estate Finance Group since 2011. He currently heads up the group’s CRE CLO and Agency CMBS efforts and has worked on over 100 CMBS deals across Conduit, SASB, Agency and CRE CLOs. Prior to joining Goldman Sachs, Michael worked at Ernst & Young in their Structured Finance Advisory practice focused on CMBS. Michael graduated from the University of Michigan with a Bachelors of Business Administration.

Jason Barnett

Vice Chairman and General Counsel
RXR Realty

Jason Barnett serves as Vice Chairman and General Counsel of RXR Realty LLC (“RXR”), a multi-billion dollar private real estate company which was formed subsequent to the merger of Reckson Associates Realty Corp (“Reckson”) with SL Green, one of the largest public Real Estate management buyouts in REIT history. In this capacity he is involved in many aspects of the Company’s business and is responsible for all legal and compliance matters for the Company. Mr. Barnett is also responsible for corporate initiatives, overseeing the Company’s transactional and corporate activities. He was an integral part of the Reckson/SL Green merger successfully navigating Reckson through myriads of legal comp ... (view full description)

Larry Botel

Managing Partner
JOSS Realty Partners LLC

Larry Botel founded JOSS Realty Partners in 2005. Since its inception, JOSS has acquired twenty five commercial real estate assets totaling over three million square feet with a value in excess of $1 billion in New York, Philadelphia, Washington DC, Miami, Los Angeles and San Francisco.  Throughout the course of his 30-year career in real estate, Mr. Botel's work has included all facets of property acquisitions and sales, complex financing structures, and multiple property debt securitizations. He has underwrote, negotiated, and closed over $4 billion in property and real estate debt acquisitions and recapitalizations, over $2.5 billion in real estate financings, and over $1.5 billion in rea ... (view full description)

Joshua Brand

Portfolio Manager

Mr. Brand is a real estate professional with over 10 years of capital markets and commercial real estate experience. Since joining Argentic in 2014, he has been responsible for pricing and structuring loans for its CMBS lending program as well as underwriting CMBS investments.  He has helped establish Argentic as an investor in B-pieces since the firm entered the market in 2017. Prior to joining Argentic, he worked in the real estate finance group at the Royal Bank of Scotland.
Mr. Brand earned a BBA from the Ross School of Business at the University of Michigan.

Brian Carey

Executive Director
J.P. Morgan

Jonathan Chassin

Managing Director
Moinian Capital Partners

Jonathan Chassin is a Managing Director with Moinian Capital Partners.  He is responsible for the origination and operation of the Moinian Capital Partners lending platform.  Moinian Capital Partners is an active lender on all commercial real estate property types in gateway cities throughout the United States. In his 17 year career in the Commercial Real Estate Finance industry, Mr. Chassin has had senior management roles at multiple Investment Banks in Origination, Capital Markets and Securitization, Rating Agency and Asset Management.  Prior to joining the Moinian group in 2017, Mr. Chassin was an originator on the Large Loan team at Morgan Stanley.  Prior to that, Mr. Chassin was the Hea ... (view full description)

William Clarkson

Partner, Head of Distressed Debt
Torchlight Loan Services

Bill is a Partner in the asset management group and Head of Distressed Debt. He has 18 years of professional experience. Prior to Torchlight, Bill worked at Ten-X, Starwood Property Trust, Rockwood Real Estate Advisors and First Potomac Realty Trust. Bill holds an MBA from the University of Florida and a BBA from Roanoke College.

Steven Coury

White and Williams LLP

Steven Coury concentrates on highly structured real estate finance and capital markets transactions, general real estate law and corporate matters. His real estate finance practice includes representing lenders and borrowers in CMBS origination and securitization, balance sheet lending, mezzanine lending, preferred equity investments, hard money lending, EB-5 lending, agency loans, and real estate debt secondary markets transactions (loan and participation sales and purchases) and debt syndications. In connection with real estate financing, Steven routinely represents clients in negotiating intercreditor agreements, co-lender agreements and participation agreements, as well as workouts, f ... (view full description)

William Davis

Cozen O'Connor

William F. Davis is vice chair of Cozen O'Connor’s Real Estate Practice and co-chair of the firm’s Real Estate Finance Practice Group. He handles matters involving commercial real estate, complex finance, and commercial leasing with a particular emphasis on highly structured transactions. With extensive experience with loan work outs, distressed assets, construction lending, securitized conduit lending programs, sale leaseback portfolio transactions, development deals, and office and retail leasing; Bill has represented institutional investors, nationally recognized banks, real estate investment trusts, real estate funds, high net worth individuals, and real estate developer ... (view full description)

Anthony Delfre

Managing Director & Principal
Brown Gibbons Lang & Company

•Heads BGLREA’s capital markets platform that has closed in excess of $1.0B worth of real estate assets since 2015 •Over 25 years of experience in real estate and consulting, including work with corporations, endowments and high net worth individuals •Expertise in historic adaptive reuse projects with over $350M of tax credit transactions since 2015, including commercial residential and mix-use projects •Began his career with Merrill Lynch  in 1991, and thereafter held positions with various leading financial institutions •In 2007, formed his own business and real estate consulting firm, which provided advisory services to real estate owne ... (view full description)

Yair Ephrati

Head of Investment Banking
Value Base

Yair Ephrati has over 20 years of investment banking and corporate finance experience. He has completed a range of financial advisory assignments, including leveraged buyouts, divestitures, and public equity transactions on behalf of both private equity firms and private and public company clients. Mr. Ephrati served as CEO of Mietav-DS Mergers & Acquisitions, a leading firm in the Israeli investment banking industry. Prior to his investment banking career, Mr. Ephrati was with McKinsey & Co. In London and New York where he led teams advising Fortune 100 companies on new market development, acquisitions, and strategy. Mr. Ephrati serves as chairman of Eden Energy Dis ... (view full description)

Chris Finlay

CEO & Chairman
Lloyd Jones, LLC

Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region. In 1990, he began to focus on real estate development, and over the next fifteen years developed and constructed approximately 40 communities and 5,000 units, plus 20 post office facilities. At the same time, he expanded his property management company to accommo ... (view full description)

Rusty Fleming

Nelson Mullins Riley & Scarborough

Rusty Fleming is a partner at Nelson Mullins, an AmLaw 100 law firm with more than 800 attorneys, policy advisors, and professionals across 25 offices serving clients in more than 100 practice areas. As a member of the Real Estate Capital Markets team, Mr. Fleming represents traditional and non-traditional lenders in a variety of transactions, including syndicated and single-lender corporate and ABL credit facilities, CMBS loans, bridge loans, life insurance company balance sheet loans, and mezzanine loans. He has also assisted a number of clients with designing, establishing, and launching new loan programs, including small balance, table funding and non-recourse balance sheet programs. Add ... (view full description)

Spencer Garfield

Managing Director
Fortress Investment Group

Spencer Garfield is a Managing Director at Fortress Investment Group LLC in the Credit and Real Estate business. Mr. Garfield is responsible for real estate debt originations and acquisitions, equity investing and forming strategic relationships with real estate related companies.  Prior to joining Fortress, Mr. Garfield spent 12 years with Hudson Realty Capital LLC as a Managing Director responsible for loan originations, equity investments, business development and building and maintaining real estate industry relations. Mr. Garfield received his B.S. from the University of Colorado, his Masters Degree in Real Estate Finance and Investment from New York University and was an adjunct p ... (view full description)

Deborah Ginsberg

General Counsel
TPG Capital

Ahmad Hajj

Co-Founder/Managing Principal
Cornerstone Capital

Ahmad M. Hajj is a Co-Founder and Principal of Broadwater Capital, a real estate fund focusing on the purchase and re-development of distressed and underperforming multi-family and retail in Washington, DC. Mr. Hajj co-founded Broadwater Capital in 2010 during the financial crisis. Currently, Broadwater Capital has ownership in approximately 2000 apartment units in Washington DC, Virginia, Maryland and Florida. In 2014, Mr. Hajj also Co-founded Cornerstone Capital a private real estate finance platform. Cornerstone Capital has financed over $150M in real estate and business loans in the Mid-Atlantic. Mr. Hajj is a native of Baltimore and a graduate of the McDonogh School, where he was ... (view full description)

Michael Jackowitz

SVP, Capital Markets
Paramount Group, Inc.

Mr. Jackowitz is the Senior Vice President, Capital Markets at Paramount Group, Inc.  He has approximately 18 years of experience in a wide array of real estate transactions, including acquisitions, dispositions, financings, joint ventures, leasing, fund formation and workouts. Mr. Jackowitz began his career in 2001 in the Real Estate Department at Skadden.  At Skadden, he represented institutional lenders, governmental agencies and public and private companies in all aspects of their commercial real estate and corporate transactions. In 2006, he started his own real estate law practice in New York, representing real estate operating companies, hotel owners and high net worth individuals in ... (view full description)

Nitin Jagga

Investment Banking
Goldman Sachs & Co.

Nitin works in the Capital Markets team within the Real Estate Financing Group (REFG), which deploys the Goldman's balance sheet on mortgage and mezzanine Commercial Real Estate (CRE) lending opportunities. REFG is also responsible for the firm’s new-issue commercial mortgage-backed securities business and a significant portfolio of CRE assets within Goldman Sachs Bank USA. Nitin's primary responsibilities include pricing, structuring and distribution of large complex mortgage and mezzanine financings for sponsors and real estate investment trust clients and managing the group’s broader lending and securitization business. Nitin joined Goldman Sachs in 2011 as an analyst.

Joseph Lanzkron

Cleary Gottlieb Steen & Hamilton

Joseph Lanzkron is a partner at Cleary Gottlieb Steen & Hamilton LLP in the New York office. He has advised both borrowers and lenders in various mortgage and mezzanine financing transactions across multiple property types, including both securitized and balance sheet loans. He also regularly represents high-profile clients on complex real estate acquisitions, dispositions, and joint ventures. His recent experience includes representing various lenders to Blackstone in the financing of its multibillion-dollar acquisition of Strategic Hotels & Resorts and in a $1.02 billion mortgage loan, secured by the Willis Tower in Chicago; Goldman Sachs, as lender, to Veritas Investments in a $81 ... (view full description)

Douglas Lyons

Managing Principal

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)

Jordan May

VP, Investments
Prime Finance Partners

Jordan is a Vice President in Prime Finance’s CMBS Investments group and the Head of Asset and Risk Management for the CMBS Funds. He focuses on credit underwriting, distressed loan modifications and resolutions, and secondary market execution. Prior to joining Prime, he worked in the Capital Markets and CMBS securitization groups at KeyBank. Jordan remains actively involved in local community development and participates on committees for CREFC. He graduated from Kansas State University receiving a Bachelor of Arts in Financial Management and a minor in Economics.

Timothy McGuire

Senior Vice President
Brookfield Asset Management

Tim is a Senior Vice President of Brookfield Real Estate Financial Partners, based in New York. Tim's responsibilities include origination and underwriting of new investments for Brookfield’s debt funds, asset management of fund investments, and loan syndications. Prior to joining Brookfield in 2014, Tim was an Executive Director at UBS Securities LLC, where he originated over $1.2 billion of CMBS loans and $600 million for UBS's balance sheet from 2010 to 2014. Tim started his real estate career in 2004 as an underwriter for Morgan Stanley, and received his B.A., magna cum laude, from the University of Pennsylvania in 2004.

Chris Moad

Senior Principal
CPPIB Credit Investments Inc.

Chris is a member of the Real Assets Credit Group based in Toronto, with primary responsibility overseeing new real estate credit investments in North and South America.  Chris has been with CPPIB since 2006. Prior to his current role in 2016, he was part of the Real Estate Investments department, with a focus on direct real estate investments across asset classes and geographies.  While in that role, he focused on building CPPIB’s Brazilian real estate investment program, and was located in São Paulo, Brazil, from 2014 to 2016.  Prior to joining CPPIB, Chris was with Oxford Properties. Chris holds an MSc from the London School of Economics, and a BAH from Queen’s University.

Stephen Nuzzolo

Capital Markets Expert

Mr. Nuzzolo is the head of real estate underwriting and is a member of the structuring, underwriting and credit team at Brevet.  Prior to Brevet, he was at Alvarez & Marsal, LP as a senior director. He performed portfolio evaluation and restructuring, asset sales, mergers and acquisitions due diligence, securitization, and litigation support. Mr. Nuzzolo advised REITs, banks, funds, insurance companies, pensions and government agencies on real estate equity and debt matters in excess of $100 billion.  Prior to Alvarez & Marsal, he was at CIBC World Markets Corp as a director and transaction Manager.  In this role, he analyzed commercial real estate properties for the purposes of debt ... (view full description)

David Pezzola

Icarus Investment Group

David Pezzola Founded Icarus Investment Group in 2012 and has grown the business to owning and managing over 2,000 units of affordable and workforce housing in Chicago, Indianapolis, and Detroit.  Icarus Investment Group, specializes in value add investment strategies and identifying markets with high upside adjacent to major downtown areas.  The firm's goal is to be a large provider of naturally occurring affordable housing and to improve the communities in which it invests in.  David is also a partner in BID which is a platform for GP and LP capital for other affordable housing strategies particularly mobile home park development.

Mark Romanczuk

Vice President, Real Estate Financing Group
Goldman Sachs & Co.

Mark Romanczuk is a Vice President at Goldman Sachs within the Real Estate Financing Group (REFG), which deploys the firm’s balance sheet on mortgage and mezzanine Commercial Real Estate (CRE) lending opportunities. REFG is also responsible for the firm’s new-issue commercial mortgage-backed securities (CMBS) business and a significant portfolio of CRE assets within Goldman Sachs Bank USA. Mark’s primary responsibilities include capital markets activities related to the structuring, pricing and distribution of high yield debt and the sourcing and structuring of CRE debt investments for the firm’s balance sheet. Mark earned a BA from Stanford University in 2006 majoring in Economics.

Theodore Samets

Vice President
Goldman, Sachs & Co.

Evan Sherman

Director, Acquisitions
Invesco US

Evan Sherman is a Director on the Real Estate Acquisitions Team at Invesco Real Estate. Mr. Sherman joined Invesco in 2014 and is a member of the firm’s Investment Strategy Group. He is responsible for sourcing real estate investment opportunities in the New York region, investing across Invesco’s multiple comingled funds and separate accounts. At Invesco, he has closed in excess of $5.0 billion of transactions across the office, residential, and retail sectors. Previously, Mr. Sherman worked at Shorenstein Properties, Citigroup, and CB Richard Ellis, where he started his career. Mr. Sherman graduated cum laude with a BA in Economics from Brandeis University.  Mr. Sherman volunteers with the ... (view full description)

Robert Sitman

Managing Director, Real Estate Debt Strategies

Robert Sitman is a Managing Director of Blackstone Real Estate Debt Strategies and is based in New York. Mr. Sitman is responsible for the legal aspects of originating, structuring, executing and asset managing real estate debt investments. Prior to joining Blackstone, Mr. Sitman was an associate in the Real Estate group of Fried, Frank, Harris, Shriver & Jacobson LLP where he worked from 2008 to 2014. At Fried Frank, Mr. Sitman represented owners, developers, private equity real estate funds, investment banks and institutional investors in the structuring, negotiation, and closing of sophisticated real estate financings, acquisitions, dispositions and development transactions. Mr. Sitma ... (view full description)

Peter Smith

Managing Director
TPG Real Estate Finanace

Peter Smith has served as our vice president and our Manager’s head of originations since November 2016. Mr. Smith is a business unit partner of TPG and a member of our Manager’s investment committee. Mr. Smith has more than 25 years of commercial real estate debt financing experience, including transitional loans, mezzanine loans, long-term fixed rate loans, loan portfolio acquisitions, and workouts and restructurings. Prior to joining TPG in November 2016, Mr. Smith was a managing director at Ladder Capital focusing on loan originations. Mr. Smith’s prior experience includes senior positions with Credit Suisse, UBS, Credit Suisse First Boston and Heller Financial. Mr. Smith is a graduate o ... (view full description)

Bob Sonnenblick

Sonnenblick Resorts LLC

Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate development and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast, and as a result is regarded as one of the West Coast's leaders in the field of commercial real estate finance. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beau ... (view full description)

Jan Sternin

Senior Vice President - Manager Director

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

Kevin Swartz is a Managing Director at BrightSpire Capital, Inc. (f/k/a Colony Credit Real Estate, Inc.) where he heads originations for the Northeast and Midwest regions. Prior to joining the predecessor to BrightSpire in 2018, Mr. Swartz was Head of US Real Estate Lending at Rothesay Asset Management where he was the first employee in the US office to make US CRE portfolio loans on behalf of Rothesay Life.  Mr. Swartz has previously worked in the large loan groups at Morgan Stanley, Wells Fargo and UBS. Mr. Swartz received a Bachelor of Arts degree from the University of California, Berkeley and a Masters in International Political Economics and a Juris Doctor from ... (view full description)

Michael Ting

Senior Vice President

Harris Trifon

Managing Director, Portfolio Manager
Lord Abbett

Harris Trifon is responsible for contributing to the management for the firm’s taxable-fixed income strategies with a focus on real estate debt. Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000. Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on ... (view full description)

Pinchas Vogel

Eastern Union

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

Jeff Wiseman

Managing Director & Head of US Real Estate Debt
H.I.G. Realty Partners

Jeff Wiseman is a Managing Director and Head of U.S. Real Estate Debt for H.I.G. Realty Partners, an affiliate of H.I.G. Capital, a leading global private equity investment firm with $41 billion of equity capital under management.  H.I.G. Realty Partners originates and invests in senior transitional loans, mezzanine loans and preferred equity.  H.I.G. Realty Partners will look at all asset classes (industrial, multifamily, office, hotels, retail, student housing, condominiums, including construction) in the Top 30+ markets across the United States.Mr. Wiseman is responsible for all aspects of the investment ... (view full description)

Brennan Woods

Vice President
J.P. Morgan

Brennan Woods is a Vice President in the CMBS Capital Markets group at J.P. Morgan, which is a leading underwriter of CRE CLOs. In 2018, J.P. Morgan led 13 of the 25 CRE CLOs issued (10 managed and three static) resulting in approximately $6.9 billion of transaction volume. Mr. Woods’s responsibilities include managing the issuance of CRE CLOs, conduit, pooled floating rate and SASB CMBS, and other CRE-backed transactions executed in both principal and agented capacities.   Mr. Woods joined J.P. Morgan in 2010 and, prior to joining the CMBS group, was responsible for the valuation of RMBS, CMBS, and ABX and CMBX indices. Mr. Woods holds a B.S. in Economics-Finance from Bentley Un ... (view full description)

Gary Zimmerman

SVP Chief Underwriting Counsel
Fidelity National Financial-UC

Gary supervises, coordinates and advises the underwriting and production of UCCPlus Lender’s and Owner’s Polices. With over 30 years of Uniform Commercial Code (the UCC) experience, Gary is an authority and expert on matters relating to secured lending and loan transactions. As Chief Underwriting Counsel, Gary reviews and evaluates transaction structure and provides feedback on the insurability and necessary due diligence required to underwrite major-market commercial finance, mezzanine loan transactions and purchases of equity interests in limited liability companies and limited partnerships. He also provides counsel and advice to outside counsel and major commercial lenders with respect to ... (view full description)

Aron Zuckerman

Cleary Gottlieb Steen & Hamilton

Aron is a partner in the New York office of Cleary Gottlieb Steen & Hamilton LLP.  He routinely advises banks and investment funds as both lender and borrower in a wide variety of mortgage and mezzanine financing transactions, including CMBS, bridge, balance sheet and construction loans and the negotiation of complex co-lender and intercreditor arrangements.  His recent representations include serving as counsel to Goldman Sachs in its origination of $1.15 billion in mortgage and mezzanine loans to refinance the Fontainebleau Miami Beach and a $265 million mortgage loan to refinance 58 extended stay properties owned by affiliates of Starwood Capital, advising Brookfield, as l ... (view full description)

Michael Zysman

Managing Principal
City Bay Capital LLC

Mr. Zysman has more than 22 years of commercial real estate experience and has been involved in more than 155 closed transactions totaling over $2.5 billion across most product types, including: multifamily, office, retail, industrial, affordable housing, student housing, military housing, condo conversion and ground-up development.    Prior to forming City Bay Capital LLC, Mr. Zysman was a Director at Arbor Realty Trust.  He has also held acquisition and asset management roles at Reckson Strategic Venture Partners, LLC, Time Equities, Inc., The Bainbridge Companies, The New Dawn Companies, and LNR Partners LLC. ​ Mr. Zysman holds a Bachelor of Business Administration ... (view full description)
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Event Contacts for Real Estate Mezzanine Financing & High-Yield Debt Forum


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*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 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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