4:24 AM
Continental Breakfast Courtesy of:

4:24 AM
Remarks from IMN
4:24 AM
Opening Remarks

Bruce Stachenfeld

Managing Partner
Duval & Stachenfeld
4:24 AM
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.
4:24 AM
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
4:24 AM
Refreshments Courtesy of:

11:10 AM
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
• 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
4:24 AM
Luncheon for All Attendees Courtesy of:

Please Choose "A", "B", "C", or "D"
4:24 AM
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

Katten Muchin Rosenman

Rick Platzek

NTrust Infotech

Andrew Weiss

Managing Principal & COO
Parmenter Realty Partners
4:24 AM
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

Co-Head of US Investment Management
Colony NorthStar

Stuart Boesky

President & CEO
Pembrook Capital Management

Michael Butz

Partner, Investments
Torchlight Investors
The Financing/Debt Stream at IMN’s Opportunity Fund ForumSee 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: http://bit.ly/XEz6NO.
4:24 AM
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 ForumHigh-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: http://bit.ly/XEzbRC.
4:24 AM
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
4:24 AM
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
4:24 AM
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
4:24 AM
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

Founder, CEO, and Portfolio Manager, Real Assets
Verdis Investment Management

Damon Krytzer

Managing Director
Highland Capital Management
4:24 AM
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 LLC

Lawrence Smoler

Senior Vice President
Torchlight Investors

Scott Liebman

Managing Director-SNB StabFund Investment Management
4:24 AM
Refreshments Courtesy of:

4:24 AM
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 Partners

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
4:24 AM
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
Bofi Federal Bank

Jeff Thompson

Managing Director, Institutional Accounts
GE Capital Real Estate

Sujan Patel

Co-Head of US Investment Management
Colony NorthStar

John Randall

Managing Director

Edward Shugrue III

Chief Executive Officer
Talmage, LLC
4:24 AM
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

EisnerAmper LLP

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 and Managing Member
Sourcenet Investment Services LLC
4:24 AM
• 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
4:24 AM
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

Block Real Estate Services, LLC

Tim Wang

Director & Head of Investment Research
Clarion Partners

Jon-Paul Momsen

VP & Senior Managing Director
Harbert Management Corporation

Russell Appel

Praedium Group, LLC
4:24 AM
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

Bill Cockrum

Senior Vice President
Lowe Enterprises Investors
4:24 AM
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
4:24 AM
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
Networking Reception Courtesy of:

7:10 AM
Day One Concludes
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Event Specific Contacts for 14th Annual US Real Estate Opportunity and Private Funds Investing Forum


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Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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