As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors ... (view full description)
As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors. Our clients turn to us for a broad range of sophisticated financial skill sets and precise, closely coordinated teamwork. Our real estate professionals are comprised of thought leaders who understand the broadest range of accounting, tax and business issues across all sectors of the commercial real estate industry. The Firm, with origins dating back to 1919, has more than 2,800 employees including nearly 300 partners and is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com
Juniper Square is a modern, all-in-one investment management software system that enables more productive fundraising, saves managers time, and produces an unparalleled reporting experience for investors. Designed specifically for the real estate industry, Juniper Square helps nearly 100 clients manage more than 40,000 investment positions and $75B+ in capital.
Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, wit ... (view full description)
Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with 33,600 professionals. The combined worldwide revenue of independent member firms is $3.4 billion.
Large enterprises, privately owned companies and high net worth individuals face near- and far-term accounting issues. They turn to EisnerAmper for comprehensive audit, accounting, advisory, consulting, and tax services – as well as smart, analytical insight delivered in an approachable style. EisnerAmper LLP is one of the largest accounting firms in the U.S., with nearly 1,500 employees and 180 partners across the country. We combine responsiveness with a long-range perspective; to help clients ... (view full description)
Large enterprises, privately owned companies and high net worth individuals face near- and far-term accounting issues. They turn to EisnerAmper for comprehensive audit, accounting, advisory, consulting, and tax services – as well as smart, analytical insight delivered in an approachable style. EisnerAmper LLP is one of the largest accounting firms in the U.S., with nearly 1,500 employees and 180 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies; as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. All EisnerAmper professionals take several signature approaches:
Client Focused – We put our clients’ interests first. We listen to their concerns, and craft responsive solutions, tailored to their needs.
Accountable – We look for actionable solutions that produce tangible measurable results for our clients. We focus on the practical.
Principled – While advocating for the interests of our clients, we uphold the highest ethical, regulatory and legal standards of our profession.
Relationship-Oriented – We seek to build long-term relationships with our clients, in order to help them grow, addressing their concerns at every step of their journey.
Most EisnerAmper clients are based in the U.S., or comprised of U.S. business interests of foreign entities. To serve domestically-based clients with interests in financial services opportunities overseas, we offer the resources of EisnerAmper Global, with offices in the Cayman Islands and Dublin, Ireland; as well as the services of Allinial Global.
EisnerAmper fosters relationships: with our clients, of course, and the peer professionals who work together with us on their behalf.
With origins that can be traced back 165 years, Fidelity National Title Insurance Company, through its underwriting subsidiaries, is one of the nation's premier real estate service companies, providing title insurance and other real estate-related products and services.
Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial services, insolvency and restructuring, litigation, real estate, environmental and workplace safety, commercial finance, intellectual property, structured finance and securitizatio ... (view full description)
Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial services, insolvency and restructuring, litigation, real estate, environmental and workplace safety, commercial finance, intellectual property, structured finance and securitization, and trusts and estates. Katten represents public and private companies in numerous industries, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals.
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, 1099/K-1 production, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin Coun ... (view full description)
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, 1099/K-1 production, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
The Rhode Island Commerce Corporation works with public, private and nonprofit partners to create the conditions for businesses in all sectors to thrive and to improve the quality of life for our citizens by promoting the state’s long-term economic health and prosperity. We offer business assistance, access to funding and red tape reduction for companies of all sizes. As a quasi-public agency, we are the official full-service, economic development organization for the state of Rhode Islan ... (view full description)
The Rhode Island Commerce Corporation works with public, private and nonprofit partners to create the conditions for businesses in all sectors to thrive and to improve the quality of life for our citizens by promoting the state’s long-term economic health and prosperity. We offer business assistance, access to funding and red tape reduction for companies of all sizes.
As a quasi-public agency, we are the official full-service, economic development organization for the state of Rhode Island.
We serve as a government and community resource to help businesses expand in, and relocate to, Rhode Island.
We assist companies with: Commercial real estate and property searches Business financing, renewable energy grants, and science and technology grants Tax credits and other incentives Workforce training and talent developmentRhode Island’s appeal as a tourist destination is a highly valuable asset for the overall economy. Our Tourism division works in partnership with local convention and visitors bureaus, chambers of commerce, and private travel-related organizations to promote economic opportunity and prosperity for Rhode Island through both domestic and international tourism.
SunTrust offers broad commercial real estate banking capabilities to bring specialized industry and market expertise. Our financing solutions include affordable and market-rate multifamily housing, student and senior housing, manufactured home and RV communities, as well as healthcare properties such as assisted living, memory care and skilled nursing facilities.
TMF Group helps its clients operate internationally and ‘belong’ wherever they are in the world. We do this by making sure they are properly set up to do business in any country and compliant with local and international regulations. Our work includes helping companies of all sizes with business services such as HR and payroll, accounting and tax, corporate secretarial, global governance and administration and fiduciary services for structured finance, private equity and real estate ... (view full description)
TMF Group helps its clients operate internationally and ‘belong’ wherever they are in the world. We do this by making sure they are properly set up to do business in any country and compliant with local and international regulations. Our work includes helping companies of all sizes with business services such as HR and payroll, accounting and tax, corporate secretarial, global governance and administration and fiduciary services for structured finance, private equity and real estate investments. We have more than 7,000 in-country experts in over 80 jurisdictions worldwide. Get in touch to see what we can do for you.
Yardi Matrix is a powerful business development tool that gives real estate owners, managers, investment sales brokers, debt investors, and equity investors control of the property prospecting and preliminary underwriting process. Matrix delivers comprehensive, real-time market intelligence on multifamily, commercial and self-storage properties, allowing users to identify deals and drive value with property-level research not available anywhere else—all from a mobile device.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 5,400 people, 110 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and a ... (view full description)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 5,400 people, 110 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
ACORE Capital is a leading, privately-held commercial real estate finance company exclusively focused on lending on transitional commercial real estate. With $13+ billion of AUM in real estate credit strategies1, ACORE is one of the largest-scale and most active private debt lenders. ACORE specializes in providing borrowers with customized financing solutions for large, complex transactions, while providing attractive risk-adjusted returns for its investors. A one-stop shop, ACORE lends through ... (view full description)
ACORE Capital is a leading, privately-held commercial real estate finance company exclusively focused on lending on transitional commercial real estate. With $13+ billion of AUM in real estate credit strategies1, ACORE is one of the largest-scale and most active private debt lenders. ACORE specializes in providing borrowers with customized financing solutions for large, complex transactions, while providing attractive risk-adjusted returns for its investors. A one-stop shop, ACORE lends through the entire capital stack on loans from $30 million to $300+ million. With offices in New York, Los Angeles, San Francisco, and Dallas, ACORE provides financing on most property types through its robust platform and 80+ seasoned professionals, led by commercial real estate finance veterans Boyd Fellows, Warren de Haan, Chris Tokarski and Stew Ward.
www.acorecapital.com
1“Assets under management” are comprised of a number of components, including certain subordinate debt investments and capital commitments related thereto, a whole loan facility commitment, and certain other whole loan investments and senior debt investments. Certain assets under management are managed on a non-discretionary basis for an institutional investor, while others are managed on a discretionary basis for other institutional investors. Figures include both funded and committed unfunded amounts, as of 3.31.19.
AmTrust Title, a full-service company, diligently attends to all your title insurance and settlement needs. Our veteran and creative management team and staff have extensive experience in all facets of the commercial and residential real estate industry. Headquartered in Manhattan, our focus is the accurate and efficient provision of title insurance to real estate owners, law firms, managers, global investors, hedge funds, developers, REITs, and lenders. Deeply focused on customer service, our c ... (view full description)
AmTrust Title, a full-service company, diligently attends to all your title insurance and settlement needs. Our veteran and creative management team and staff have extensive experience in all facets of the commercial and residential real estate industry. Headquartered in Manhattan, our focus is the accurate and efficient provision of title insurance to real estate owners, law firms, managers, global investors, hedge funds, developers, REITs, and lenders. Deeply focused on customer service, our core objective is the seamless and successful closing of transactions. AmTrust Title is a wholly-owned subsidiary of AmTrust Financial Services, Inc., a Fortune 500 multi-national insurer, offering specialty property and casualty insurance products, including workers' compensation, commercial automobile, general liability and extended service and warranty coverage. The AmTrust Financial Services, Inc. group of insurance subsidiaries, including AmTrust Title, are rated “A-” (Excellent), FSC “XV” by A.M. Best Company, and AmTrust Title is rated A’, (Unsurpassed) by Demotech, Inc.
Anchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country. The full-service firm, with a staff of nearly 350, serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, accounting and attest services; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; and litigation support, forensic ac ... (view full description)
Anchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country. The full-service firm, with a staff of nearly 350, serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, accounting and attest services; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; and litigation support, forensic accounting and valuation services. Our mission is to be our clients’ expert partner, accomplishing this through creativity, integrity and care. We are committed to connecting clients with industry partners who provide them with industry knowledge and innovative insights.
Welcome to the AvidXchange Community. This is the place for AvidXchange employees, former employees, partners, and AvidXchange Users and administrators. AvidXchange revolutionizes the way companies pay their bills by automating invoice and bill payment processing. We are automation experts and have been automating companies’ bill pay processes for more than 15 years to reduce costs, improve productivity and eliminate paper from their bill payment process. Our team of automation experts can aut ... (view full description)
Welcome to the AvidXchange Community. This is the place for AvidXchange employees, former employees, partners, and AvidXchange Users and administrators.
AvidXchange revolutionizes the way companies pay their bills by automating invoice and bill payment processing. We are automation experts and have been automating companies’ bill pay processes for more than 15 years to reduce costs, improve productivity and eliminate paper from their bill payment process.
Our team of automation experts can automate your bill pay process in 45 days—guaranteed!
AvidXchange provides accounts payable solutions that streamlines invoice capture, intelligently routes approvals and automates payments reducing costs, improving productivity and eliminating paper from the process.
As the first SaaS technology vendor to automate invoice processing, AvidXchange works with vendors to electronically send and receive invoices and has standard integration to more than 100 accounting systems.
Our specialized analytics, Energy and Telecom services provide increased visibility into hidden costs to reduce operating expenses. Headquartered in Charlotte North Carolina AvidXchange is privately held with over 350 employees nationwide.
Bear Real Estate Advisors, founded in 2018 and headquartered in Las Vegas, is a boutique real estate investment firm to cater to investors looking for personalized service and real world, battle-tested acquisition and disposition advice. The firm focuses on Section 1031 exchange buyer representation, national single-tenant investment sales and acquisitions, net lease investments, joint venture advisory, capital structure advisory, build-to-suit developments, debt/equity, specialized search and f ... (view full description)
Bear Real Estate Advisors, founded in 2018 and headquartered in Las Vegas, is a boutique real estate investment firm to cater to investors looking for personalized service and real world, battle-tested acquisition and disposition advice. The firm focuses on Section 1031 exchange buyer representation, national single-tenant investment sales and acquisitions, net lease investments, joint venture advisory, capital structure advisory, build-to-suit developments, debt/equity, specialized search and family office/professional investor buyside representation. For more information, go to www.bear-advisors.com.
With over 1,400 lawyers in 32 offices across North America, Europe, the Middle East and Asia, Bryan Cave Leighton Paisner LLP is a fully integrated global law firm that provides clients with connected legal advice, wherever and whenever they need it.
City Bay Capital LLC is a commercial real estate advisory firm specializing in structured finance. We arrange financing throughout the capital stack for all commercial real estate asset classes at below market terms with superior execution. Our Principals have been involved in over 120 closed transactions totaling over $1.8 billion.
Colony Capital, Inc. (NYSE: CLNY) is a leading global investment management firm with assets under management of $44 billion. The Company manages capital on behalf of its stockholders, as well as institutional and retail investors in private funds, non-traded and traded real estate investment trusts and registered investment companies. The Company has significant holdings in: (a) the healthcare, industrial and hospitality property sectors; (b) Colony Credit Real Estate, Inc. (NYSE: CLNC) and Nor ... (view full description)
Colony Capital, Inc. (NYSE: CLNY) is a leading global investment management firm with assets under management of $44 billion. The Company manages capital on behalf of its stockholders, as well as institutional and retail investors in private funds, non-traded and traded real estate investment trusts and registered investment companies. The Company has significant holdings in: (a) the healthcare, industrial and hospitality property sectors; (b) Colony Credit Real Estate, Inc. (NYSE: CLNC) and NorthStar Realty Europe Corp. (NYSE: NRE), which are both externally managed by subsidiaries of the Company; and (c) various other equity and debt investments. The Company is headquartered in Los Angeles with key offices in New York, Paris and London, and has over 400 employees across 17 locations in ten countries. For additional information regarding the Company and its management and business, please refer to www.clny.com.
Cortland Capital Market Services LLC (“Cortland”) is a member of the Alter Domus Group. Cortland offers issuers and investors in credit and real estate assets a comprehensive suite of asset and portfolio solutions including fund administration, agency services, securitization services, and CLO Collateral Administration. Alter Domus is a fully integrated fund and corporate services provider, dedicated to international private equity & infrastructure houses, real estate fir ... (view full description)
Cortland Capital Market Services LLC (“Cortland”) is a member of the Alter Domus Group.
Cortland offers issuers and investors in credit and real estate assets a comprehensive suite of asset and portfolio solutions including fund administration, agency services, securitization services, and CLO Collateral Administration.
Alter Domus is a fully integrated fund and corporate services provider, dedicated to international private equity & infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients.
For more information on Alter Domus, please visit:
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about 50 countries worldwide across mature and emerging markets with more than 45,000 employees from over 150 different nations. We partner across countries, divisions and regions to deliver holistic financial solutions to our clients, including innovative products and specially tailored advice, aligned to our high eth ... (view full description)
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about 50 countries worldwide across mature and emerging markets with more than 45,000 employees from over 150 different nations. We partner across countries, divisions and regions to deliver holistic financial solutions to our clients, including innovative products and specially tailored advice, aligned to our high ethical standards. We strive for quality and excellence in our work and professional relationships, recognizing and rewarding extraordinary performance among our employees and providing opportunities for internal mobility, dedicated training and leadership. As a global and inclusive community, we benefit from a diverse range of perspectives to create value and drive results for our clients, shareholders and communities. Our values are brought to life through the entrepreneurial spirit of all within our network. We are Credit Suisse.
Company Everest Healthcare Properties is a vertically integrated healthcare real estate investment platform with strong capabilities in acquisitions, underwriting, research, asset management and capital markets. Mission To provide high current and total returns to institutional investors by acquiring high-quality medical office properties throughout the United States. Strategy Everest Healthcare Properties seeks to capitalize on the strong fundamentals, compelling trends, and unique oppo ... (view full description)
Company
Everest Healthcare Properties is a vertically integrated healthcare real estate investment platform with strong capabilities in acquisitions, underwriting, research, asset management and capital markets.
MissionTo provide high current and total returns to institutional investors by acquiring high-quality medical office properties throughout the United States.
StrategyEverest Healthcare Properties seeks to capitalize on the strong fundamentals, compelling trends, and unique opportunities inherent to medical office buildings and related healthcare real estate.
Eyzenberg & Company is a CRE focused real estate investment bank focused on ground lease, debt & equity capital solutions for existing, transitional and to-be-built projects. Its affiliate, Eyzenberg LFC, is an institutionally backed private equity vehicle specializing in the creation and acquisition of leased fee positions, subject to long term ground leases, on development and existing income producing real estate.
Fortuitous Partners is raising capital in multiple qualified opportunity funds to invest in professional-sports anchored real estate developments, joint-ventures with best-in-class partners for real estate development, agriculture, and private equity and venture capital.
Gamma Real Estate - a boutique commercial real estate firm owned and operated by the Kalikow family - boasting over 100 years of success in real estate investing and development. The firm runs three operations: Gamma Multifamily, Gamma Lending, and Gamma Development. Gamma Multifamily acquires properties in the southeastern United States, 1980’s to mid-2000’s vintages, that have minimal deferred maintenance, but that can be improved through exterior and interior renovations. The properties are ... (view full description)
Gamma Real Estate - a boutique commercial real estate firm owned and operated by the Kalikow family - boasting over 100 years of success in real estate investing and development.
The firm runs three operations: Gamma Multifamily, Gamma Lending, and Gamma Development.
Gamma Multifamily acquires properties in the southeastern United States, 1980’s to mid-2000’s vintages, that have minimal deferred maintenance, but that can be improved through exterior and interior renovations. The properties are purchased below replacement cost, with rents below their competitors, and are located in submarkets with demographics that support rent increases driven by our value-add programs.
IBERIABANK, founded in 1887, delivers customized commercial real estate debt solutions with a high level of service expected by our special clientele. Having professionals located from Texas to Florida, the Carolinas and New York City, our philosophy is to exceed client satisfaction by delivering unparalleled customer service at every point of contact. We offer commercial real estate financing for all product types including construction loans, value-add opportunities and longer term loans ... (view full description)
IBERIABANK, founded in 1887, delivers customized commercial real estate debt solutions with a high level of service expected by our special clientele. Having professionals located from Texas to Florida, the Carolinas and New York City, our philosophy is to exceed client satisfaction by delivering unparalleled customer service at every point of contact. We offer commercial real estate financing for all product types including construction loans, value-add opportunities and longer term loans for stabilized properties. As a full service commercial bank, we provide a comprehensive financial product line including Retail, Commercial/Commercial Real Estate, Private Banking, Mortgage, Treasury Management, Online Banking, and Investment Services.
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.
Jadian Capital LLC is a real estate investment firm, targeting opportunities throughout the capital structures of real estate-related assets and companies. Formed in 2017, Jadian Capital is a NYC-based investment firm targeting opportunities in real asset-related assets and companies. The Firm pursues a value-oriented approach, investing opportunistically in traditional as well as alternative sectors. Currently, Jadian manages a diverse portfolio of debt and equity positions, spanning multiple a ... (view full description)
Jadian Capital LLC is a real estate investment firm, targeting opportunities throughout the capital structures of real estate-related assets and companies. Formed in 2017, Jadian Capital is a NYC-based investment firm targeting opportunities in real asset-related assets and companies. The Firm pursues a value-oriented approach, investing opportunistically in traditional as well as alternative sectors. Currently, Jadian manages a diverse portfolio of debt and equity positions, spanning multiple asset classes and geographies. Focused primarily in North America, the Firm seeks overlooked or misunderstood investment themes related to real assets in order to generate the most attractive risk-adjusted returns available.
Keller Augusta is a boutique search firm specializing in placements within the Commercial Real Estate Industry. Specifically, Keller Augusta focuses on Investment, Development, and Construction placements. Since its founding in 2001, Keller Augusta has successfully placed top quality candidates in virtually all areas of the Commercial Real Estate Industry and related sectors. Headquartered in Boston, Massachusetts, Keller Augusta focuses primarily on recruiting real estate professionals througho ... (view full description)
Keller Augusta is a boutique search firm specializing in placements within the Commercial Real Estate Industry. Specifically, Keller Augusta focuses on Investment, Development, and Construction placements. Since its founding in 2001, Keller Augusta has successfully placed top quality candidates in virtually all areas of the Commercial Real Estate Industry and related sectors. Headquartered in Boston, Massachusetts, Keller Augusta focuses primarily on recruiting real estate professionals throughout New England, New York, and the Tri-State area. In 2011, Keller Augusta celebrated 10 years of business by establishing a New York City office to service its growing list of New York metro area clients. Additionally, Keller Augusta conducts searches on a national level for select clients.
LendingOne is a direct private lender for Real Estate professionals. We offer fix/flip bridge loans and long term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently and help you grow your business. LendingOne uses our own capital, an easy online application and our extensive real estate experience to provide quick and reliable funding for our clients. Our experienced management team truly understands the real estate business and has taken an ... (view full description)
LendingOne is a direct private lender for Real Estate professionals. We offer fix/flip bridge loans and long term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently and help you grow your business. LendingOne uses our own capital, an easy online application and our extensive real estate experience to provide quick and reliable funding for our clients. Our experienced management team truly understands the real estate business and has taken an investor-friendly approach to the lending business. We are self-funded, allowing us to move quickly and finance your project using 100% of our own capital. With our proprietary technology, we have streamlined the real estate lending process. At the click of a button, you can be pre-qualified for our competitive rates. Pre-Qualify online 24 hours a day, seven days a week and we will get you to the closing table in as little as ten days.
Lombard International has been partnering with the advisors of high net worth individuals and institutions for over 25 years. Together we seek to create a secure future for our clients addressing their complex financial needs on a global basis. As a result, we are recognized as thought leaders in global wealth structuring using life insurance.
Marsh uses a team approach to address our clients' risk management and insurance needs. Each client relationship is coordinated by a client executive, who draws from our many industry and risk specialties to assemble the resources to analyze, measure, and help manage multiple risks. To further support our clients' strategic, operational, and risk management goals, we provide consulting, brokerage, and claims advocacy services through dedicated global risk specialties and industry practices. Our ... (view full description)
Marsh uses a team approach to address our clients' risk management and insurance needs. Each client relationship is coordinated by a client executive, who draws from our many industry and risk specialties to assemble the resources to analyze, measure, and help manage multiple risks.
To further support our clients' strategic, operational, and risk management goals, we provide consulting, brokerage, and claims advocacy services through dedicated global risk specialties and industry practices. Our colleagues apply deep experience and knowledge of clients' industries to provide broad-based risk coverage and reduce our clients’ total cost of risk.
We bring a coordinated approach with more than 20 experienced attorneys from multiple industry groups and practices, partnering with our clients to navigate the Opportunity Zones economic development program. Our Tax, Real Estate, Finance, and Corporate teams work together to stay on top of developments to provide practical and timely solutions. We are leaders in the field, leveraging a multidisciplinary team. We add value to our clients’ businesses with our focus on strategic relationships an ... (view full description)
We bring a coordinated approach with more than 20 experienced attorneys from multiple industry groups and practices, partnering with our clients to navigate the Opportunity Zones economic development program. Our Tax, Real Estate, Finance, and Corporate teams work together to stay on top of developments to provide practical and timely solutions.
We are leaders in the field, leveraging a multidisciplinary team. We add value to our clients’ businesses with our focus on strategic relationships and our ability to use our goodwill with regulators and other business leaders to our investor and fund manager clients’ advantage.
NES Financial is a Specialty Financial Administrator which serves sectors characterized by high administrative complexity, increased transaction security needs, and challenging regulatory compliance requirements. The company’s purpose-built solutions streamline the administrative processes of these markets — simplifying specialized financial transactions, curtailing fraud and abuse and ensuring the utmost in security, transparency and regulatory compliance through each step of an investment’s li ... (view full description)
NES Financial is a Specialty Financial Administrator which serves sectors characterized by high administrative complexity, increased transaction security needs, and challenging regulatory compliance requirements. The company’s purpose-built solutions streamline the administrative processes of these markets — simplifying specialized financial transactions, curtailing fraud and abuse and ensuring the utmost in security, transparency and regulatory compliance through each step of an investment’s life cycle.
With its Silicon Valley DNA, proprietary fintech platform and over 15 years of specialty financial administration leadership, NES Financial has defined best practices in each of the markets it serves — from 1031 exchanges and EB-5 visa funding, to private equity and the landmark Opportunity Zones program. Today, NES Financial services more than 290 funds, administers over $20B annually, and has worked with more than 700 EB-5 projects. For more information, visit nesfinancial.com.
Parkview Financial is a direct private lender and fund manager founded by a former real estate developer and contractor. Parkview provides short-term bridge and construction loans secured by first trust deeds. Our excellent reputation as a private lender has been built on our ability to provide fast, creative financing solutions for borrowers who need more leverage, and certainty of execution. Parkview originates loans for property types including Multifamily, Spec SFR, Mixed-use, Retail, Office ... (view full description)
Parkview Financial is a direct private lender and fund manager founded by a former real estate developer and contractor. Parkview provides short-term bridge and construction loans secured by first trust deeds. Our excellent reputation as a private lender has been built on our ability to provide fast, creative financing solutions for borrowers who need more leverage, and certainty of execution. Parkview originates loans for property types including Multifamily, Spec SFR, Mixed-use, Retail, Office, Industrial, and Entitled land. The Parkview Financial Fund 2015, LP issues the underlying loans with the goal of providing income to investors above traditional fixed income securities.
Raven Capital Management is a boutique, alternative investment manager that specializes in the primary origination, underwriting and management of direct asset-based investments and directly sourced debt. The Firm was founded in 2008. Raven’s objective is to generate current income for its investors through a combination of asset-based direct lending and acquisitions of cash-flowing assets across five distinct industries in which it has a high degree of expertise – receivables/intellectual prope ... (view full description)
Raven Capital Management is a boutique, alternative investment manager that specializes in the primary origination, underwriting and management of direct asset-based investments and directly sourced debt. The Firm was founded in 2008. Raven’s objective is to generate current income for its investors through a combination of asset-based direct lending and acquisitions of cash-flowing assets across five distinct industries in which it has a high degree of expertise – receivables/intellectual property, specialty finance, real estate, transportation and infrastructure. Due to its size and highly disciplined focus, Raven maintains a competitive advantage when investing in comparison to larger, more traditional credit-focused investment managers.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practic ... (view full description)
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practice, visit http://www.rsmus.com/realestate.
With thousands of beautiful spaces built for travel and life and over $1.5B in Real Estate under management in cities around the world, Sonder is transforming the future of hospitality. Whether your stay is two days, two months or two years, in a studio or a six-bedroom, Sonder ensures a unique, yet consistent experience. And with 24/7 service, luxurious amenities, and a good neighbor policy, it's taking stay further for guests worldwide.
SS&C GlobeOp, the #1 global fund administrator, is an expert in Real Asset servicing. The expertise and cloud based technology allows you to focus on your business by driving revenue, reducing expenditures, while helping to mitigate liabilities and risk. The Real Assets service team works with managers globally in creating customizable, scalable solutions.
Terra Capital Partners is New York City based real estate credit asset manager. Our team works closely with owners, operating partners, and co-lenders to provide bespoke debt and equity solutions backed by existing and to-be-built commercial properties nationwide. We provide bridge and mezzanine loans, as well as make preferred and joint-venture equity investments. We are operated by a team of seasoned professionals who combine hands-on real estate experience, credit skills and sophisticated cap ... (view full description)
Terra Capital Partners is New York City based real estate credit asset manager. Our team works closely with owners, operating partners, and co-lenders to provide bespoke debt and equity solutions backed by existing and to-be-built commercial properties nationwide. We provide bridge and mezzanine loans, as well as make preferred and joint-venture equity investments. We are operated by a team of seasoned professionals who combine hands-on real estate experience, credit skills and sophisticated capital markets expertise. We have financed and/or invested directly in over 350 properties—from ground-up construction to completed, stabilized assets—located in 36 states and valued over $7 billion. Our investments have been backed by 16.2 million square feet of office space, 3.5 million square feet of retail space, 4.8 million square feet of industrial space, 4,300 hotel rooms, 23,100 rental apartments, 6,350 student housing beds and 5,350 manufactured housing sites.
Our mission is to create delightful human environments. View manufactures View Dynamic Glass, a new generation of smart windows that let in natural light and views, and enhance mental and physical wellbeing by significantly reducing headaches, eyestrain and drowsiness. In addition, View’s windows reduce glare and heat, improving the energy efficiency of buildings by 20 percent. View’s windows are digital, connected, and can be controlled from anywhere, including your phone – no blinds or shades ... (view full description)
Our mission is to create delightful human environments. View manufactures View Dynamic Glass, a new generation of smart windows that let in natural light and views, and enhance mental and physical wellbeing by significantly reducing headaches, eyestrain and drowsiness. In addition, View’s windows reduce glare and heat, improving the energy efficiency of buildings by 20 percent. View’s windows are digital, connected, and can be controlled from anywhere, including your phone – no blinds or shades required.
Founded in 1899, White and Williams LLP is a global-reaching, multi-practice law firm with over 240 lawyers in ten offices. We represent individuals and public and private companies in an array of industries, including education, energy and utilities, financial services, food and beverage, healthcare, insurance, life sciences, manufacturing, private equity/venture capital, real estate, staffing and business services, and technology.
Debtwire ABS provides insight into opportunistic situations in the structured finance market ahead of any other mainstream news outlet. In addition to our unparalleled editorial coverage, subscribers have access to a bid list library alongside primary issuance, commercial real estate (CRE) and NPL databases. With an ever-evolving market, Debtwire ABS tracks and reports on faulty legacy loans as well as emerging asset classes such as marketplace lending.
Hedgeweek is the hedge fund industry's leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry. Click here to access - http://www.hedgeweek.com ... (view full description)
Hedgeweek is the hedge fund industry's leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.
Click here to access - http://www.hedgeweek.com
InstitutionalAssetManager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. InstitutionalAssetManager offers a daily newsletter service and a full web site. To access- http://www.institutionalassetmanager.co.uk/
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus f ... (view full description)
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.
Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.
You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and ev ... (view full description)
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and events shaping the investment landscape in private equity real estate. Our products include: Institutional Real Estate Americas, Institutional Real Estate Asia Pacific, Institutional Real Estate Europe, Institutional Real Estate Newsline (IREN), Real Assets Adviser, Institutional Investing in Infrastructure, Institutional Real Estate FundTracker, and FundTracker database.
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, ... (view full description)
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries.
Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series. To access - http://www.propertyf ... (view full description)
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
To access - http://www.propertyfundsworld.com
Real Assets Adviser, it is the first independent, Real Assets-dedicated information publication specifically targeting and educating the growing market of RIAs, wealth managers, family offices and broker-dealers on the importance of alternative asset investing. With a consistent circulation of 66,000, Real Assets Adviser presents valuable news and information covering the entire Real Assets class, including real estate, infrastructure, energy, timber, and commodities.
Get the Early Word on Property Deals and Dealmakers Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700. ... (view full description)
Get the Early Word on Property Deals and Dealmakers
Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700.
Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world. Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers. Click here to access- http://www.wealthadviser.co/
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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
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: 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.
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.
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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