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)

Oded Ben-Nun

Director of Finance
Landsea Homes

Oded Ben-Nun is the Director of Finance for Landsea Homes NY Metro Division. He is responsible for sourcing and structuring new acquisitions and joint ventures, as well as managing their capitalization. Over the 12 years he has been involved in financial markets and real estate development he is responsible for sourcing over $1.3 Billion.   Prior to joining Landsea Homes, Oded was involved in the development of over 1,250 rental and condo units in NYC spanning over a million square feet valued at over $1.5 Billion.  Prior to that, Oded started his career as an investment analyst at several of the largest institutional investment firms in Israel. Oded is engaged in all aspects of ... (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

Investment Management
Argentic

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
JPMorgan

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)

Bill Clarkson

SVP
Torchlight Loan Services

Bill is a Senior Vice President in the distressed debt workout group of Torchlight Investors.  He has 13 years of professional experience.  Prior to Torchlight, Bill worked at Ten-X, LNR Partners, 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

Partner
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

Member
Cozen O'Connor

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)

Rusty Fleming

Partner
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)

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.
 

Nate Kline

Chief Investment Officer/Principal
One Wall Partners

Nate has more than 15 years of institutional finance and private equity investment experience with the past eight years focused on commercial real estate. As Chief Investment Officer at OneWall Partners he primarily drives investment strategy; sources, underwrites and executes acquisitions; designs capital structures; monitors performance and compliance and provides day-to-day asset management oversight of our portfolio. Prior to launching OneWall Partners, Nate founded Genuity Partners where he provided financial and strategic advisory services to public and private companies, consulted on emerging market investment banking transactions and partnered with the New York School of ... (view full description)

Joseph Lanzkron

Partner
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
Pearlmark

Doug 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 Investment and Management Committees. Prior to joining the firm in 1996, Mr. Lyons was Vice President of Equity Institutional Investors, Inc. where he was responsible for merchant banking activities. Previously, he worked in the New York Real Estate Capital Markets groups for Bankers Trust Company and Merrill Lynch & Co. Mr. Lyons earned a BA from Amherst College and a MBA from Harvard University. He is a member and Trustee of the Urban Land Institute (ULI) and a member of the Pension Real Estate Association (PREA).  I ... (view full description)

Jordan May

CMBS Investments
Prime Finance Partners

Jordan is an associate in Prime Finance’s CMBS Investments group and the Head of Asset and Risk Management for the CMBS Funds. 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

SVP
Brookfield Asset Management

Tim is a Senior 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.

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.
 

Evan Sherman

Director, Acquisitions
Invesco US

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

Chairman
Sonnenblick Development, 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
Berkadia

Kevin Swartz

Managing Director
Colony Capital

Kevin Swartz is Managing Director, Investment Management at Colony Capital, Inc. Mr. Swartz is responsible for overseeing loan originations for the Eastern United States. Prior to joining the Colony Capital business 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. Prior to Rothesay Asset Management, Mr. Swartz worked at 080808 Capital where he was one of two partners investing equity in microcap companies. Since starting his career in the financial industry, Mr. Swartz has held various transactional roles at UBS, Wells Fargo and Morgan Stanley. ... (view full description)

Harris Trifon

Portfolio Manager
Western Asset Management

Harris Adam Trifon is a Portfolio Manager and Research Analyst with Western Asset Management Company, LLC and has more than 19 years of experience. Prior to joining the Firm, Mr. Trifon served as Director of Fixed-Income Research with Deutsche Bank, where he was Global Head of CRE Debt and US ABS Research Teams. As Director of Structured Finance with Standard & Poor’s, Mr. Trifon was a Portfolio Manager and Team Leader for all Conduit, Fusion, Single Borrow, Large Loan fixed-rate and Small Balance transactions. At BNP Paribas Mr. Trifon served as Assistant Vice President of Fixed-Income, where he provided analytic support to senior exotic option traders, including products of digital opt ... (view full description)

Pinchas Vogel

COO
QTS Services

Thomas Wiese

Senior Managing Director
Lombard International

Thomas F. Wiese Senior Managing Director – Institutional Solutions Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International.  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 high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $88 billion in separate account assets under administration.   Tom has over 25 years of extensive experience in the insurance, asset management and financi ... (view full description)

Jeffrey Wiseman

Managing Director
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.  He is responsible for all aspects of the investment process, including origination, structuring, closing and oversight of the portfolio.  Jeff has been in the commercial real estate industry for 20+ years having served in multiple capacities and various leadership roles.   Before joining H.I.G., Jeff was a Managing Director at Allegiant Real Estate Capital, LP, serving as the Chief Credit Officer and Head of Asset Management.  Previously, he served in similar capacities at FirstKey Lending, LLC and Macquarie Group.  Prior to Macquarie Group, Jeff was a Director at J.E. Robert Compan ... (view full description)

Brennan Woods

Vice President
JPMorgan

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 & Manager
UCCPlus - Fidelity National Title Group

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 ... (view full description)

Aron Zuckerman

Associate
Cleary Gottlieb Steen & Hamilton

Aron Zuckerman’s practice focuses on commercial real estate transactions, including the acquisition, development and financing of real property. He routinely advises lenders in various mortgage and mezzanine financing transactions, including both securitized, balance sheet and construction loans. His recent experience includes serving as regular counsel to Goldman Sachs in real estate financings, including its origination of a $1.05 billion mortgage and mezzanine financing to refinance the Fontainebleau Miami Beach, and advising Mapletree Investments, as borrower, in its $2.08 billion financing of a portfolio of 199 industrial properties.  He also has significant real estate acquisition, lea ... (view full description)

Michael Zysman

Managing Principal
City Bay Capital LLC

Mr. Zysman has more than 18 years of commercial real estate experience and has been involved in more than 120 closed transactions totaling over $1.8 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 Commercial Mortgage, LLC where he was responsible for originating Bridge Loans for the firm’s publicly traded Mortgage REIT and stabilized loans for its Agency and CMBS products.  Before becoming an originator, he was a leading underwriter responsible for executing the fi ... (view full description)
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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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