This is a past event please click  HERE  for the upcoming program.
7:15 AM - 8:15 AM Pacific Time
Registration and Breakfast
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8:15 AM - 9:00 AM Track A
Crystal Balling the Future Role of Build-to-Rent in the National Homebuilding Landscape
  • How has the pandemic shifted consumer behavior in the rental space?  Which trends are here to stay?
  • What opportunities do you see for the coming year and beyond?
  • How are new entrants approaching the market?
  • What is needed from investors, builders, operators and other industry stakeholders to ensure the long-term sustainability of the BTR industry?
  • How are deal structures evolving?
  • Outlook for cap rates and valuations going forward
  • What concerns you most about the state of the industry and what would you like to see change?

Andrew Propst

CDO & President of Multifamily
HomeRiver Group

Zack Johnson

EVP- Acquisitions and Development
American Homes 4 Rent

Theodore Karatz

Managing Director
GTIS Partners

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Jacque Petroulakis

Executive Vice President
NexMetro Communities

Mitch Rotta

Senior Managing Director
TruAmerica Multifamily
This webinar has been completed. Video of the recorded webinar will be posted soon.
8:15 AM - 9:00 AM Track B
Analyzing National Demographics and Consumer Trends
  • What does the data say that people actually want, with regards to their home?
  • Millennials – are they starting to buy?  Which locations are most desirable?
  • Active adult, senior housing and second-time buyers – what are the trends?
  • What demographic-related challenges are homebuilders facing in the Western US?
  • How are these problems being solved?  Which strategic partners are you working with to better serve the consumer?
  • Where will millennials and Generation Z be living in ten years’ time?
  • How are product offerings changing to meet affordability issues?

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Bill Ramsey


Lisa Lasko

Sr Channel Marketing Manager
Moen Inc.

Tricia Hausler

VP of Sales
Toll Brothers

Geoffrey Kristof

Head of Single Family Rental
Asia Pacific Land
This webinar has been completed. Video of the recorded webinar will be posted soon.
9:00 AM - 9:45 AM Track A
Macroeconomic Factors Impacting SFR and BTR
  • Supply/demand balance today and what are your forecasts in the short and longer term?
  • Lumber and other raw material price increases – how is this impacting BTR?
  • Which market drivers are impacting margins most significantly?
  • Employment trends at national and regional levels
  • Who are the tenants?  Do they rent out of choice or necessity?
  • Home ownership vs. rental trends and forecasts: planning for Gen-Z
  • Interest rate outlook
  • Impact of existing and potential regulation/legislation on the market

Sarah Kanes

Managing Director
Mizuho Americas

Todd Wood

Christopher Todd Communities LLC

Chris Poston

GM and Head of Asset Management
Darwin Homes

Chris Turitto

Principal, Acquisitions
Haven Realty Capital, LLC

Don Ganguly

This webinar has been completed. Video of the recorded webinar will be posted soon.
9:00 AM - 9:45 AM Track B
Private Equity Investment Strategies in Today’s Homebuilding Market
  • How are you creating investment opportunities in the current market?
  • Are you active at the moment and seeing deal opportunities?  What types of deals are you targeting?
  • How has the cost of capital over the past 18 months?
  • Has the way you analyze risk changed significantly?  How have your return expectations changed?
  • Evaluation of current debt and equity structures
  • Are you still seeing much foreign money entering the market?  What are their pain points?

Margaret Whelan

Founder & CEO
Whelan Advisory Capital Markets

Robert Vahradian

Senior Managing Director
GTIS Partners

Chris Bley

Co-President & CIO
IHP Capital Partners

Jason Keller

Managing Director
Oaktree Capital Management, LP

Brendan Bosman

Managing Director
Värde Partners, Inc.
This webinar has been completed. Video of the recorded webinar will be posted soon.
9:45 AM - 10:30 AM Track A
Financing Availability, Sources & Structures for Build-to-Rent Projects
  • Who is playing in the BTR space now?  What do terms look like currently?
  • How does financing differ for horizontal vs. traditional townhomes?
  • Borrower and lender risk tolerance: what does it take the get the deal done?
  • Gap funding & second lien positions
  • Agency permanent financing availability and holdback requirements

Ed Steffelin

AXCS Capital

Joakim Mortensen

Chief Client Officer

David Gray

Director, Mid-Atlantic Sales
Temple View Capital

Steve LaTerra

Terralane Communities

George Maravilla

Senior Vice President
Tower Capital

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital
This webinar has been completed. Video of the recorded webinar will be posted soon.
9:45 AM - 10:30 AM Track B
National Homebuilding Market Outlook
  • Where have you seen opportunities to seize?  Where do you expect these moving forward?
  • What challenges are you seeing coming out the back of the pandemic?
  • Lumber, timber, cement, steel: How are you managing raw material shortages and associated price increases?
  • Interest rates, mortgages and consumer confidence
  • Availability of technology – how prepared were you?

Paul Megler

Executive Vice President
Walton Global

Leonard Miller

President & CEO
The New Home Company

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Nick Pocquette

Lafferty Communities
This webinar has been completed. Video of the recorded webinar will be posted soon.
10:30 AM - 11:15 AM Pacific Time
Networking Break

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11:15 AM - 12:00 PM Track A
Evaluating & Understanding BTR Product Type: What Do Investors Need to Know?
  • Looking at the fundamentals: traditional SFR townhomes, horizontal apartments, attached, detached, duplex/triplex
  • Purpose built communities vs. scattered lot homes
  • Are amenities warranted and, if so, how do they improve returns?
  • Which concepts/product types are most attractive to investors?  Which allow smaller investors to play in the space?
  • How do capital providers view horizontal vs. traditional townhome

Josh Craig

Chief Operating Officer
Lima One Capital

Chris Mataja

Lafayette RE

Trevor Koskovich

President Investment Sales

Jeff Pintar

Pintar Investment Company

Rich Rodriguez

EVP, Head of Amherst Homes & Head of Real Estate Operations
This webinar has been completed. Video of the recorded webinar will be posted soon.
11:15 AM - 12:00 PM Track B
Land Acquisition, Valuation & Risk Assessment Strategies in the Current Climate
  • How are you underwriting land deals today?
  • Does your strategy vary by market?  Are you targeting raw, entitled or finished lots?
  • What are you seeing in terms of price?
  • Which financing options are most attractive in this environment?
  • How has your risk assessment model changed since the beginning of the pandemic?
  • What are the main operational challenges you are facing?

Matthew Fogt

Allen Matkins

Mike McMullen

Prominence Homes

John Curry

Chief Executive Officer
Setanta Development Capital

Matt Gibson

Corporate Vice President, Land Acquisition
The New Home Company

Jordan Cohen

Chief Investment Officer
Transcendent Electra

James O'Malley

Vice President - Development
Shopoff Realty Investments L.P.
This webinar has been completed. Video of the recorded webinar will be posted soon.
12:00 PM - 12:45 PM Track A
Land Acquisition, Lot Development & Construction
  • Where do you see the biggest opportunities for ground-up BTR development in the coming year?  Which product types and markets?
  • What is the biggest difference in underwriting and positioning BTR compared to a more typical for-sale product? 
  • Buying entitled vs. unentitled land: what is your strategy and timeline?
  • What factors are incorporated into the development/construction underwriting that might differ from for-sale construction/communities?
  • Competing for land with a builder and builder fees

Brittney Fairweather

Chief Bus. Development Officer
Aureus Finance Group

Clegg Wellborn

Head of Homebuilding

Jordan Farrales

Director of Acquisitions & Development
LyvWell Communities

Douglas Caraballo

EVP – Acquisition & Development
Quinn Residences

Charles McKeag

Seven West Capital

Kyle Spicer

Vice President
Wan Bridge
This webinar has been completed. Video of the recorded webinar will be posted soon.
12:00 PM - 12:45 PM Track B
Homebuilder M&A Activity
  • Will M&A activity continue in this vein as public builders are running out of finished lots?
  • Considerations for sellers – valuations, earn outs, timelines and diligence; an overview of what to expect.  How to do this responsibly and safely in the current environment?
  • Foreign real estate companies are engaged, how do they compare to the US counterparts as long term partners?
  • What are the pros & cons of consolidating into a public company?
  • How do you adapt your strategy to compete with peers gaining increasing share in your markets?

Tony Avila

Builder Advisor Group

Chris Jasinski

CEO & Managing Partner
JTW Advisors

Wade McGuinn

Chief Executive Officer
McGuinn Hybrid Homes

Tony McGill

Head of Investment Banking
Zelman & Associates - A Walker & Dunlop Company
This webinar has been completed. Video of the recorded webinar will be posted soon.
12:45 PM - 2:00 PM Pacific Time

Courtesy of: 

2:00 PM - 2:45 PM Track A
PropTech in BTR: Smart Homes, Virtual Tours & Other Innovative Technologies
  • Look at the numbers: rent income and tenant turnover in homes with vs. without smart technologies
  • What is hot in 2021?  Which technologies will move from potential to reality in the new future?
  • What is the next iteration of virtual tours?  How will these change coming out of the pandemic?
  • Keyless entry and self-guided walk through options when there is no power in the home
  • High-speed internet and other smart ancillary products that have the most uptake and profit-making potential
  • Cost of installing, servicing and maintaining smart home technology for an existing vs. new home
  • Comparing device installation, servicing and maintenance approaches

David Stanford

Enterprise Managing Consultant

Marshall Friday

Director of Sales
ADT Multifamily

John Carlson

Mark Taylor Residential

Kevin Fein

Sr.Director,Strategic Accounts
Moen Inc.

Keenan Williams

CoFounder & President

CJ Edmonds

Chief Revenue Officer
This webinar has been completed. Video of the recorded webinar will be posted soon.
2:00 PM - 2:45 PM Track B
The Resurgence of Land Banking as a Capital Source
  • How has the lack of finished lots impacted land banking activity around the US?
  • How are land banks typically being funded?  Does this differ by region?
  • Considerations regarding financing and fee structuring
  • Learning from past experiences – what has worked and what has been a bust?
  • Do you have any risk management practices in place?
  • Filling land banking arrangements with new vs. previously owned parcels
  • What legal considerations have to be made?

Andy Lawhorn

SVP, Acquisition Finance
Toll Brothers, Inc.

Dan McCann

Managing Principal
Arroyo Capital

Nick Greenberg

Värde Partners, Inc.

Todd Woodhead

Executive Vice President – Capital Markets
Walton Global Holdings
This webinar has been completed. Video of the recorded webinar will be posted soon.
2:45 PM - 3:30 PM Track A
BTR Financing for the Small & Middle Markets
  • Why do you like the small and middle market niches?
  • How do you approach financing for new entrant owners?
  • What do loan terms look like across the country?
  • Using a bank vs. a private lender
  • Mezzanine, gap & senior debt capital
  • How do you approach refinancing?  Are you allowing take-outs?
  • What makes for a successful lender-borrower relationship?

Keaton Merrell

Managing Director
Walker & Dunlop

Clay Hertel

VP of Underwriting
Aureus Finance Group

Boris Zhuravel

Managing Director
CoreVest Finance

John Day

Chief Business Development Officer
Genesis Capital

Timothy Ronan

Managing Partner
Stanton Road Capital

Bruce McNeilage

Chief Executive Officer
Kinloch Partners
This webinar has been completed. Video of the recorded webinar will be posted soon.
2:45 PM - 3:30 PM Track B
Private Homebuilder Strategies Coming Out of a Global Pandemic
  • Current supply/demand dynamics in the areas in which you operate
  • In which markets and products are you seeing pockets of opportunity?
  • Financing strategies – what works best for your business and why?
  • What land strategy are you employing?
  • What deals will you be looking to finance in the next year?
  • How are you utilizing technology to build and sell homes?
  • How do you adapt your strategy to compete with larger players entering your markets?

Joe Polite

VP Land
Eastwood Homes

Todd Stratton

Kavison Homes

David Ragland

Lafferty Communities

Greg Tobias

Schell Brothers
This webinar has been completed. Video of the recorded webinar will be posted soon.
3:30 PM - 4:15 PM Track A
New Home Design, Marketing & In-Home Amenities: What is In-Demand with Tenants?
  • How has COVID-19 affected how renters think about shared amenities?
  • Nice to have vs. essential
  • Working from home: offices, ‘nooks’, privacy and internet
  • Strategies to make homes more attractive to renters?  How can this improve NOI?
  • Building Green: sustainable construction processes and technologies
  • Living Green: smart devices and solar power
  • Parking, EV charging vs. public transport proximity
  • Outdoor space

Dustin Lacey

VP Brand & Marketing
Mark-Taylor Residential

Adam Meshekow

Chief Growth Officer

Christina Pace

Strategic Account Manager, SFR
Moen Inc.

Ian Ferguson

President & CEO
Liten Living, LLC

Chase Stillman

Oread Capital and Development

Ryan Curran

SVP, Operations
Northsight Management
This webinar has been completed. Video of the recorded webinar will be posted soon.
3:30 PM - 4:15 PM Track B
Evaluating the Latest Available Sources of Private Financing
  • What is the latest on equity, joint venture, foreign capital, mezz and debt availability?
  • Are banks returning to homebuilding?
  • Structures and deal terms
  • Which financing options are most viable for construction lending?
  • Balancing the capital stack
  • What was the asset and structure of your last deal?  What do you see as the most realistic deal types in the near future?  Are timelines being delayed drastically?

Aimee Martin

Senior Director
GTIS Partners

Mitchell Gordon

Caruso Homes

Joe Hardy

Managing Director, National Homebuilder Group
Flagstar Bank

Jason Shapiro

LOGS Legal Network
This webinar has been completed. Video of the recorded webinar will be posted soon.
4:15 PM - 4:30 PM Pacific Time
Networking Break

Courtesy of: 

4:30 PM - 5:15 PM Track A
Institutional Capital Activity & Perspectives
  • Comparing the various private equity strategies in the BTR space
  • How does institutional capital view the opportunities in this market?
  • Funds vs. deal-by-deal vs. JV partnerships
  • Which projects/product types/markets are most attractive?
  • How are public and private REITs playing in this space?
  • How to approach private equity funds and get a deal done
  • Identifying the optimal exit strategy
  • How institutional investors are financing their B2R programs 

Andrea Finger

Managing Director
Whelan Advisory

Evan Linkner


Doug Dale

Co-Founder & EVP
HomeRiver Group

Jackson Su

Managing Partner
Bridge Tower Partners

Geoffrey Kristof

Head of Single Family Rental
Asia Pacific Land
This webinar has been completed. Video of the recorded webinar will be posted soon.
4:30 PM - 5:15 PM Track B
Assessing the PropTech and ConTech Innovations of Today and Tomorrow
  • Update on the key disruptive PropTechs in the housing market
  • What tech products and modern amenities are millennials, active adults and seniors demanding?  What amenities that were once a luxury would be considered essential in a remote working future?
  • What innovative designs and technology solutions are being utilized to save costs, increase efficiency and still create an attractive product?
  • How can technology support land developers manage their lots and communications with builders?
  • What is the demand for offsite solutions given raw material price increase and volatility?
  • How are builders and providers overcoming supply chain challenges with manufactured and modular homes
  • What are the cost benefits for the builder?  How are these savings passed on to the consumer?
  • How do these innovations lead to better quality and value for the customer? 

Jackie Lee

Brandywine Homes

Lino Maldonado


Bob Swainhart

Vice President
Constellation HomeBuilder Systems

Keenan Williams

CoFounder & President
This webinar has been completed. Video of the recorded webinar will be posted soon.
5:15 PM - 6:00 PM Track A
Joint Ventures & Equity Fundraising
  • How to identify the right operating partner for a JV deal in BTR
  • How are these JVs typically structured?
  • Working with a master planned community: pros and cons
  • Risk management within a JV structure
  • Where is equity coming from?  What projects and markets are most attractive to sophisticated capital?
  • Planning an exit: short vs. long term

Evan Kinne

President & CSO
AXCS Capital

Susan Tjarksen

Multifamily Capital Markets
Cushman & Wakefield

Matt Johnston

Managing Director, Investments

Noel Christopher

SVP, Portfolio Services
Renters Warehouse

Jeff Cline

SVN | SFR Capital Management
This webinar has been completed. Video of the recorded webinar will be posted soon.
5:15 PM - 6:00 PM Track B
Breaking Down Barriers to Move Towards the Goal of Affordable Housing
  • What are the current main barriers to production and access of affordable housing in the US?
  • Working with local, state and federal government to amend policies that restrict the ability of homebuilders to build affordable homes
  • How can builders work with technology providers to provide solutions that will eventually lead to the realization of affordable housing on a larger scale?
  • Update on the Habitat for Humanity ‘Cost of Home’ campaign

Tim Hutter

Allen Matkins

Sanjay Raghavaraju

Founder & CEO
33 Holdings

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Michael Cook

MCB Capital

Jeff Handlin

Oread Capital & Development
This webinar has been completed. Video of the recorded webinar will be posted soon.
6:00 PM - 7:00 PM Pacific Time
Networking Reception
7:00 PM Pacific Time
Day One Concludes
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Phone: +1 (212) 901-0506
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Event Contacts for 8th Annual Build-To-Rent, Land & Homebuilding Forum (West)


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*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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