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5:42 AM Eastern Time
Continental Breakfast Courtesy of:

5:42 AM Eastern Time
Remarks from IMN
5:42 AM Eastern Time
Opening Remarks

Bruce Stachenfeld

Managing Partner
Duval & Stachenfeld
5:42 AM Eastern Time
The Real Estate Economy: Will We Get Out of First Gear? What are Today's Drivers?
• What are the chances the US’s economy will go into another tailspin during the next 2 years? • May 29, 2016… The Treasury bill will be? • Housing is there still room for improvement? • Europe and the rest of the world… What are you thinking that might be against the grain? • Washington and the impact of continued dysfunction • The local economy in for the biggest rise is… The newest one to redline is… • Consumer spending and the impact of increase in payroll taxes

Mark Grinis

Global Leader, Real Estate Investment Fund Services
Ernst & Young LLP

Tony McGough

Chief Global Real Estate Strategist
BCA Research

Franz Colloredo-Mansfeld

Cabot Properties, Inc.

David Congdon

Senior Managing Director

Jeff Elowe

President & CEO
The Laramar Group, LLC

Hans Nordby

Managing Director
Property & Portfolio Research

Michael Katz

Co-Chief Executive Officer
Sterling American Property, Inc.
5:42 AM Eastern Time
State of the Industry: Are These the Good Times We've Been Waiting For?
• Are you expecting 20% returns? How? With 1% rates is 16 the new 20? • Developed market challenges • Capital gains and Obama care tax changes: Any impact? • Is the $$ finally leaving the sidelines and is now in the game? • Lending outside the major markets • Impact of the fourth quarter tax-lead deals • Washington budget and debt battles: Still an impact? • Are firms saying they are doing core but are really doing value-added? • Are return expectations permanently lower? • The debt fund story… any takers? • Fundraising update • Changes in structure • Investor sentiment • Will 2013 funds be a vintage year?

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Richard Mack

CEO, North America
AREA Property Partners

Barry Blattman

Senior Managing Partner
Brookfield Asset Management

Paul Fox

Managing Director
Cerberus Real Estate Capital Management, LLC

Robert Dombi

Landmark Partners

Warren de Haan

Chief Originations Officer and Managing Director
Starwood Property Trust

Joseph Sitt

Thor Equities, LLC
5:42 AM Eastern Time
Refreshments Courtesy of:

11:10 AM Eastern Time
Large Fund Plenary: With 24-Hour City Valuations Getting Frothy and Yield Compression a Reality, Where Are You Looking for '14?
• What red flag markets are now green? • Core vs. value-added vs. opportunistic • Alternative housing market plays…Is it time to start non- Multifamily development? Single family residential? Home building? • Are you using your passport more? I’m rotating out of … While rotating into… • Locking in the low rates? • Is your dry powder dwindling?

Alvin Katz

Katten Muchin Rosenman LLP

Coburn Packard

Apollo Global Management

Chip Lippman

Managing Director
The Carlyle Group

Peter Fioretti

Mountain Real Estate Capital

Justin Guichard

Managing Director
Oaktree Capital Management
12:10 AM Eastern Time
• What are investors looking at other than returns? • Is it possible to reach your goal today without a 3rd-party fundraiser? • Where is the flow coming from? • Fund-of-fund fundraising • Perpetual fundraising • Raising value-added vs. core • LP view on leverage • 800+ funds are trying to raise capital and less than 10% are successful…success factors

Scott Farb

Independent Investor

Amachie Ackah

Managing Partner

Peter Braffman

Credit Suisse

W. Michael Crawford

Eaton Partners, LLC

Joseph Nahas

Senior Vice President, Institutional Marketing and Investor Relations
Equus Capital Partners, Ltd

Parry Singh

Co-Founder & Senior Managing Director
Red Fort Capital, LLC
5:42 AM Eastern Time
Luncheon for All Attendees Courtesy of:

Please Choose "A", "B", "C", or "D"
5:42 AM Eastern Time
Due Diligence for Acquisition & Downside Analysis: This is Not a Drive By
• What are your due diligence requirements? • Debt due diligence • Are there finally real, relevant comps out there? • Neighborhood diligence • Do you perform seller evaluation? • Portfolio acquisitions • Taxes, liens and government impositions • Tenant evaluation • Lease data integrity • Insurance & environmental matters • Documents to review • Zoning, subdivision and land use matters • The newest thing added to your due diligence list is…

Jeffrey Alpaugh

Managing Director, Global Real
Marsh & McLennan Companies, Inc.

Nevin Sanli

Founder & Managing Director
Astrum Investment Management

Craig Brown

Real Estate Partner
Duval & Stachenfeld

Peter Collins

Co-Founder & Managing Principal
Forge Capital Partners, LLC

Scott Vetri

Partner, New York Co-Chair
Katten Muchin Rosenman

Rick Platzek

NTrust Infotech

Andrew Weiss

Managing Principal & COO
Parmenter Realty Partners
5:42 AM Eastern Time
New Mezz Loan Origination
• What is the case for mezz in 2013? • Is lack of senior financing an issue? In cases where it is what are your doing about it? • Deal parameters in your ball park • 60? 80? 100? Where along the capital stack do you like to play? • Risk-reward • Development of the European market • Today vs. the 2001-2004 period • Is your goal to get to the equity? • Use of proceeds • Recap deals • Relative risk trade-offs between primary and secondary markets and leverage structures • Investor demand/preferences • Property and portfolio leverage and leverage structures • CLOs

Jeffrey Lenobel

Partner and Chair of the Real Estate Group
Schulte Roth & Zabel LLP

Tim Johnson

Managing Director
The Blackstone Group

James Henderson

Managing Director-Alternative Investments Group
Cornerstone Real Estate Advisers LLC

Skip Wells

Co-Chief Investment Officer
GE Asset Management, Real Estate

Randy Reiff

Managing Director, Head of Commercial Mortgage Finance / CMBS
Macquarie Group

Sujan Patel

Founder and Managing Principal
Nantam Capital

Stuart Boesky

President & CEO
Pembrook Capital Management

Michael Butz

Partner, Investments
Torchlight Investors
The Financing/Debt Stream at IMN’s Opportunity Fund Forum
See the latest private fund real estate Financing strategies at The Financing/Debt Symposium at IMNs Opportunity Fund Forum. The Symposium will be a separate track during IMNs Opportunity Fund forum and all opportunity fund attendees are eligible to attend. If you are a debt provider, broker, fund or investor & want to meet the top funds and hear how they are financing or providing debt this is a must attend plenary. See link for details:
5:42 AM Eastern Time
LP/GP Relations: The Fee, Promote, Incentive Debate
• Are investors still pushing back? • How much does it cost to run a fund? • Compensation/key man issues • Fee discounts for first movers • How important have fee levels been for LPs? • Fees for value vs. service • Fundof- funds and the double promote • Joint ventures, clubs and one-off deals • Performance fees • Are core funds overpriced? • Structural consideration

Joseph Smith

Schulte Roth & Zabel LLP

Dan Witte

Managing Director
LaSalle Investment Management

Ken Muller

Partner & Co-Chair PE Funds
Morrison & Foerster LLP

Lior Ohayon

Stroock & Stroock & Lavan LLP

David Schwartz

Managing Member
Waterton Associates LLC
The LP Stream at IMN’s Opportunity Fund Forum
High-Net-Worth, Private Banks, Family Officers, Fund-of-Funds, Pension Funds, Endowments & Foundations don’t miss the sessions dedicated to the LP by the LP. At the LP Stream you will be presented with the key issues when evaluating and investing in real estate private funds.

The LP Stream at IMN’s Opportunity Fund Forum will be a separate track during IMNs Opportunity Fund forum and all opportunity fund attendees are eligible to attend. If you are an LP or want to hear they have to say this is a must attend plenary. See link for details:
5:42 AM Eastern Time
Regulatory Trends: What is Truly Relevant?
• Should you register? • The latest on Dodd-Frank, bank regulations & SEC filing issues • AIFM • Basel 3 and its expecting impact • Shadow banking regulatory issues • Volker rule update • Are you hedging interest rate swaps: Do you need to register as a Commodity Trading Advisor? • Characterizing management fees • Carried interest • Registering foreign advisors • FACTA issues • Fund marketing changes • Governance trends • Impact of being subject to the purview of the SEC • New regulatory possibilities and how they would impact the fund structures

Dovid Frankel

Ernst & Young LLP

Kevin Hyams

Friedman LLP

Jennifer Myers

Managing Director

Kathryn Furman

King & Spalding LLP

Thomas Devaney

Morrison & Foerster LLP

Neil Casey

White and Williams LLP
5:42 AM Eastern Time
Fund Structuring
• Expanded investor governance requirements • Dodd-Frank investment advisor registration or equivalent compliance protections for investors • SEC proposed regulations under JOBS Act regarding general solicitation • Current waterfall and fee limits • GP co-investment and exclusivity requirements (club deals and separate accounts) • Restrictions on separate accounts, co-investing with the fund • Investor participation in GPs • GP and officer executive compensation and participation • GP and officer exculpation standards • UBIT/FIRPTA and ECI blockers for tax-exempt and foreign investors

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Allen Parker

Senior Attorney
APG Asset Management

Anthony Carpenito

Managing Director
Credit Suisse

Derek Ramsey

Chief Financial Officer
Greystar Real Estate Partners

Vivek Seth

Head of Real Estate Investment Banking
Raymond James & Associates, Inc.

Steven Jasa

Vice President, Investment Management
Western National Properties
5:42 AM Eastern Time
Buying Within the Capital Structure: Sub Debt, Mezz & CMBS
• Where and why are you where you are in the capital structure? • Total and Risk-adjusted return targets • Is owning the property your end game? What happens when it comes back to you? • Fundraising: Are investors interested? • Pref equity and “B”-piece evaluation

Mark Fawer

Brown Rudnick LLP

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

Jeffrey Wiseman

Managing Director
Macquarie Group

Stuart Silberberg

Authorized Correspondent
Starwood Property Trust

Bruce Batkin

President & CEO
Terra Capital Partners, LLC
5:42 AM Eastern Time
LP Fund Due Diligence
• Are investors requiring greater due diligence before committing to a fund? • Alignment of interests • Track record • Focus on references and background checks

Irv Lowenberg

City of Southfield, MI

Stephen Davidson

Vice President
Morgan Stanley Alternative Investment Partners

Amy Hirsch

Chief Executive Officer
Paradigm Consulting Services

Brent Burnett

Senior Consultant
Real Asset Portfolio Management

Jamie Biddle

Founding Partner & Chief Executive Officer
Verdis Investment Management

Damon Krytzer

Managing Director
Highland Capital Management
5:42 AM Eastern Time
The Bank & Servicer Panel on Real Estate Workouts & Dispositions
• How do servicers manage conflicts? • Extend vs. foreclose • How should you be accessing notes & REOs from servicers and special asset officers? • Preferred disposition methods • Seller financing… Do you provide? What are the terms? • Workouts: How much new money should you bring to the table? What are the new terms? • Asset specific issues • Do you enforce judgments on guarantors and recourse? • Working under a federal guaranty… What does it mean?

Jeffrey Temple

Morrison & Foerster LLP

Terri Gumula

Vice President
Citi Community Capital

Michael Shah

CEO & Founder
Delshah Capital

Lawrence Smoler

Senior Vice President
Torchlight Investors

Scott Liebman

Managing Director-SNB StabFund Investment Management
5:42 AM Eastern Time
Refreshments Courtesy of:

5:42 AM Eastern Time
Core Strategies
• Gateway cities: What kind of returns? Are they within your parameters? • Government leases: Still AAA in an era of downsizing? • Core development… An oxymoron or a reality? • Post-recession leverage rates • Do investors remain interested? • Defining core and core plus • Postcrash performance

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

Jason Liu

Managing Principal
AmCap, Inc.

Richard Kaufman

Founder and President
City-Core Development, Inc.

Dean Dulchinos

Portfolio Manager – Debt Strategies
Cornerstone Real Estate Advisers LLC

Jeffrey Toporek

FD Stonewater

Gary Zdolshek

Investors Diversified Realty, LLC
5:42 AM Eastern Time
The Market for New Senior Lending
• Who is lending? Senior debt fund activity • Core senior loans… too much leverage? • Terms and durations • Sector and geographic sweet spots, red lines • Recourse? • Role of legacy issues • Providing distressed debt, rescue capital & seller finance • Terms outside the cities • Big deal structures and appetite • Leverage: Is it going back up toward pre-crash days?

Timothy Davis

White and Williams LLP

Bruce Cohen

Senior Partner
Ares Management LLC

Patrick Walsh

SVP, Commercial and Industrial Lending
Axos Bank

Jeff Thompson

Managing Director, Institutional Accounts
GE Capital Real Estate

Sujan Patel

Founder and Managing Principal
Nantam Capital

John Randall


Edward Shugrue III

Chief Executive Officer
Talmage, LLC
5:42 AM Eastern Time
High-Net Worth, Family Office, Independent Investment Advisor Panel
• Buying REITs vs. private funds • Real estate and overall allocations • How does the high-net-worth investors compare with other institutional investors? • Comparing the high-net-worth, the very high-net-worth and the very incredibly high-net worth I have more money than most 3rd world countries markets

Kenneth Weissenberg


Seth Schumer

Director, US Investments
Quadrum Group

Marty Caverly

Chief Investment Officer
Resource Real Estate

Jahn Brodwin

Senior Managing Director
FTI Consulting

Alfred Jackson

CEO & Managing Member
Siridean Advisors LLC

Jack Creighton

Founder & Managing Member
Sourcenet Investment Services LLC
5:42 AM Eastern Time
• Is all the restructuring finished? • Impact of mergers, the public markets & take private deals • Condo hotels 2.0 • Looking at the Caribbean? • Brand update • Luxury, middle market, the city or the shore: Where do you want to be? • Adding value to the hotel property: When is it the correct choice? • Gaming sector • Capital partner plays • Anything new on the operational side?

Deborah Friedland

Director - Hospitality Services
EisnerAmper LLP

Bruce Davidson

Managing Director, Hospitality & Leisure Group
Alvarez & Marsal Real Estate Advisory Services

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Ali Elam

Managing Director
Fortress Investment Group

Aditya Bhoopathy

Principal & Executive Vice President
Noble Investment Group, LLC

James Merkel

President & CEO
5:42 AM Eastern Time
Interest & Cap Rates in 3 Years... How are you Planning for the 4% Treasury?
Interest rates have been at historic lows for a long time but these levels can’t last forever. How are fund managers preparing for an increase in interest rates that may or may not come?

• With rents so high in certain markets are cap rates becoming less relevant? • Locking in leases and rents • Can you count on growth in gateway markets?

Martin Alston

Partner, Portfolio Management
Capri Capital Partners, LLC

Aaron Mesmer

Senior Vice President, Development & Acquisitions
Block Real Estate Services, LLC

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Jon-Paul Momsen

VP & Senior Managing Director
Harbert Management Corporation

Russell Appel

Praedium Group, LLC
5:42 AM Eastern Time
Multifamily Financing
• Are core products getting pricey? • Fannie & Freddie update • Do you finance alternative products like senior and student housing? • Interim financing for repositioned projects • Fixed/floating; Permanent/adjustable • Terms for different products • Joint ventures

Michael Baum

Greenberg Traurig, LLP

Benjamin Friedman

President and CEO
Abacus Capital Group, LLC

Russell Beer

Founding Principal
Big Ocean LLC

Frank Marro

President and CEO
Drever Capital Management

William Cockrum

Senior Vice President
Lowe Enterprises
5:42 AM Eastern Time
Measuring Track Record, Performance, Risk, Reporting/Transparency
• Measuring an operating partners performance • Fund-of-funds • Evaluating sector v. manager performance • Considering cash and leverage • Assessing performance convergence • Risk measurement of mixed-asset, leveraged and debt funds • Mitigating risks • Are funds continuing to improve transparency? • How have you changed your reporting over the last year? • Are you meeting the AIFM requirements? • BF… Before your fund, how did you build up your institutionalreputation?

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC

Maxwell Drever

Chairman / Principal
Drever Capital Management / Drever Dupoux Capital Management

Kevin Davis

Chief Investment Officer
Taconic Investment Partners, LLC

Shahab Moreh

WeiserMazars LLP
5:42 AM Eastern Time
Foreign LP & Joint Venture Structuring with US Funds
• The 49% structure • Impact of 3% Obama care rental tax and proposed exemption for foreign investors from certain US taxes when selling US real estate • FIRPTA issues • Sovereign Investors • Tax-Advantaged structures • New Shariah financing developments • Separate account likes • Different countries: Different regulations- What do you need to know? • Discretion and control • Structuring fees, equity and promotes • Issues surrounding sovereign players • EB-5 financing

Charles Harrison

REIT Funding, LLC

Martin Clarke

Tax Director
DLJ Real Estate Capital Partners, LLC

Amanda Nussbaum

Partner - Tax Department
Proskauer Rose LLP

Jason Barnett

Vice Chairman and General Counsel
RXR Realty

Anthony Grimaldi

Associate General Counsel

Demetri Yatrakis

WeiserMazars LLP
6:10 AM Eastern Time
Networking Reception Courtesy of:

7:10 AM Eastern Time
Day One Concludes
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 14th Annual US Real Estate Opportunity and Private Funds Investing Forum


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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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