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Lori Alford

Chief Operating Officer
Avanti Senior Living

As the Chief Operating Officer and co-founder of Avanti Senior Living, Lori is known for redefining senior housing through forward-thinking design, hospitality programming with choices and a culture that breads innovation and teamwork. Avanti owns, develops and operates senior living communities that defies the status quo in Texas, Louisiana, Arizona, Florida and more states in feasibility. As one of senior living’s most respected innovators, Lori draws from nearly 20 years of experience in senior living as she forges industry-transforming practices and perceptions for senior living. Her passion is focusing on the people and creating a culture of empowerment and pride. Previously ... (view full description)

Steve Anapoell

Managing Partner
BridgeForth Capital LLC

Steve Anapoell is recognized as one of the top EB-5 program securities attorneys in the United States and is considered a thought leader in the industry. Prior to forming BridgeForth Capital, he was a founding shareholder of the Orange County, California office of one of the largest international law firms in the world, where he established the firm’s EB-5 Corporate and Securities practice. Mr. Anapoell has played an integral role in some of the largest and highest profile EB-5 projects in the country, involving in excess of $1.5 billion of EB-5 program dollars, and is a popular and sought-after speaker on the EB-5 program. He holds a rating of preeminent in his field by Martindale-Hubbell, ... (view full description)

Phil Anderson

Chief Investment Officer
ROC Seniors Housing Fund Manager

Mr. Anderson, has over 28 years of leadership experience in healthcare real estate. His experience has included:- Co-headed capital markets for the national Seniors Housing efforts of Cushman and Wakefield, Inc. (previously Sonnenblick-Goldman) from 2011 to 2013. Over a two-year period in this role, Mr. Andersons team arranged more than $200 million of general partner equity, limited partner equity and senior debt for Seniors Housing investments. In addition, his team led over $800 million of investment sales and advisory engagements in the Seniors Housing sector.- In 2006, Mr. Anderson founded The Genova Company to pursue personal investments and advisory services, which i ... (view full description)

Hymie Barber

Managing Director
Catalyst/Cambridge Healthcare Finance

National Originations Manager for Cambridge Realty Capital Companies & Managing Director of Catalyst/Cambridge Healthcare Finance in Los Angeles Catalyst is Cambridge’s most active correspondent and has placed over $2 billion of financing to date with Cambridge.  Financing sources include government agencies (FHA/HUD, FannieMae, SBA and USDA) and conventional sources (banks, CMBS, specialty lenders, REITs, etc.).  He has been involved with structuring sale/leasebacks with both public and private REITs for both sales to and acquisitions from those entities. Hymie I. Barber, Managing Director of Catalyst Resource Group, Inc., holds degrees in accounting and economics from Loyol ... (view full description)

Manisha Bathija

Senior Investment Officer
Ventas, Inc

Richard Brace

Director of Research
AEW Capital Management

Mr. Brace is a Director of the firm and a senior professional in AEW Research, the firms in-house research group. With over 24 years of experience in applied market research, Mr. Brace has primary responsibility for providing strategic support and risk assessment in asset and portfolio management decisions for the firms senior housing and opportunistic investments. Mr. Brace joined AEW in 2007, after eight years with Torto Wheaton Research (now CBRE Econometric Advisors) in Boston, where he was Senior Vice President and Director of Investment Strategy services. Previously, he was Research Director at AMRESCO, Inc., supporting real estate and capital markets needs for the firm and its subs ... (view full description)

David Butler

Co-CEO & Managing Partner
Argosy Real Estate Partners

David is Co-CEO and Managing Partner of Argosy Real Estate Partners, a real estate fund manager with approximately $2 billion in real estate assets under management through ten discretionary, commingled funds. Argosy invests alongside operating partners in joint ventures in opportunistic, value-add, core-plus, and Opportunity Zone strategies.  David has general management responsibilities for the firm's investment strategy, asset management, operations, and fundraising. He is a member of the firm’s Investment Committee and Management Committee.   Previously, he was Vice President and head of the San Francisco office for the real estate investment group of J.P. Morgan Investment M ... (view full description)

Kevin Carden

SVP, Acquisitions

With more than 20 years of experience in acquisition, portfolio management and corporate finance, Mr. Carden joined REDICO and American House in 2014 as senior vice president of acquisitions. In this role, he focuses on the strategic expansion of REDICO’s senior living business, which includes the growth of the American House Senior Living Communities platform. Prior to joining REDICO and American House, Mr. Carden spent 12 years at B.C. Ziegler & Company, most recently serving as senior vice president of corporate finance, where he identified and completed Merger & Acquisition and financing assignments in the senior living and healthcare industries.    ... (view full description)

Robb Chapin

Bridge Seniors Housing Fund Manager LLC

Robb Chapin, is Chief Executive Officer of Bridge Seniors Housing Fund Manager LLC ("Bridge Seniors"), a fund manager for private equity real estate funds that focus exclusively on investments in seniors housing communities and medical properties, which funds collectively own approximately $2 billion of assets.  Additionally, Mr. Chapin serves on the Investment Committee of each of these real estate funds.  From 2005 to 2012, Mr. Chapin was Co-Chief Executive Officer of Servant Investments, LLC, a real estate investment fund advisor, and Co-Founder of Servant Healthcare Investments, LLC, the sub-advisor to a public non-listed REIT focused on seniors housing and other healthc ... (view full description)

Frederick Cooper

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

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Jeffrey Davis

Cambridge Realty Capital Companies

Jason Dopoulos

Senior Managing Director
Lancaster Pollard

Jason Dopoulos is a senior vice president with Lancaster Pollard, a financial services firm based in Columbus, Ohio that specializes in providing capital funding to the senior living, healthcare and affordable housing sectors. In addition to underwriting tax-exempt bond offerings, Lancaster Pollard provides organizations with a complete range of funding alternatives through its HUD-FHA/GNMA/FNMA/ USDA-approved, mortgage-lender subsidiary. Mr. Dopoulos works from the firm’s Newport Beach office, which covers California, Nevada, Utah, Arizonia, New Mexico and Hawaii. He is responsible for underwriting and all closing process details. He is focused on community health care and senio ... (view full description)

Dan Flanigan

New York Office Managing Partner

Dan Flanigan is Managing Partner of POLSINELLI’S New York City office and immediate past Chair (having served in that role for two decades) of the POLSINELLI’s national 200-plus lawyer Real Estate & Financial Services Department. Mr. Flanigan is named in the current and recent editions of the publications Best Lawyers in America (including “Lawyer of the Year” in various categories several years in a row), Chambers USA: America’s Leading Lawyers for Business, and The Legal 500 United States. He writes a bimonthly column on Opportunity Zones (“The Wizard of OZ”) in the New York Real Estate Journal. In addition to other publications, he is the co-author ... (view full description)

Chip Gabriel


Mel Gamzon

Senior Housing Global Advisors

With more than three decades of experience as a seasoned industry intermediary, Mel has successfully handled more than $1.8 billion worth of asset and capital transactions. He is a global thinker and is at the forefront of the international senior housing business representing public and private investors and operators, both in the US and abroad, with their real estate transaction needs. In the past several years, he has assisted US and international seniors housing owners and investors complete more than $850 million worth of ventures. Most notably, he handled the highly acclaimed Bristal assisted living portfolio. This portfolio was sold to an international investment joint venture for a v ... (view full description)

Seth Gellis

Senior Project Manager
WNC and Associates

Joel Goldman

Hanson Bridgett LLP

Joel represents of a wide array of developers, owners and operators of senior care communities, including, assisted living, continuing care and congregate senior communities. He focuses on operational, licensure and regulatory issues, resident issues and risk management issues. In addition, he has significant experience with disability discrimination issues under the Americans with Disabilities Act (ADA) and Fair Housing Act.Joel has been a noted presenter at numerous conferences and seminars throughout the United States for senior care industry associations, legal organizations and university academic programs. Joel's practical approach to issues and vast experience with senior ... (view full description)

Jason Grossman

Managing Director
Berkshire Group

Bobby Guy

Shareholder-Corporate/Transactional Practice Group

Bobby Guy believes that one of the best opportunities for healthcare companies to adapt in the current market lies in rescue investing – capturing undervalued acquisition opportunities at distressed pricing, and pairing capital with struggling providers to change their financial destinies.  He is a deal lawyer who focuses on fixing, buying and selling struggling health care companies across the U.S.  Recent engagements include representing the buyer as lead acquisitions counsel in the largest distressed senior living acquisition in the first half of 2015, representing a private equity fund in restructuring $200 million in debt on a skilled nursing portfolio through a mezzanine securities off ... (view full description)

Frank Haffner

CEO & Chairman
ASL Monarch Senior Living

Frank Haffner is the founder and Chairman of Monarch Senior Living LLC and is the founder of various operating entities in the senior living industry since 1982.  His companies developed, owned, and operated a significant portfolio of senior living communities with a market value of over $1 billion dollars.   Mr. Haffner has been a leader in the senior living industry for over 32 years and was a co-founding board member of the National Association of Senior Living Industries and is a former board member and actively involved in the American Seniors Housing Association and the National Investment Center for Seniors Housing and Care Industries.    ... (view full description)

Joe Jasmon

Chief Operating Officer
The LaSalle Group, Inc.

Joseph “Joe” Jasmon is the Chief Operating Officer (COO) of The LaSalle Group, Inc. In this capacity, he provides top-level leadership to The LaSalle Group’s overall operations and its four divisions. Joe assures that the highest level of care is being delivered by the entire operations team and the highest quality outcomes are achieved. Joe also directs and oversees the expansion efforts of the business, as well as researches and develops new business opportunities in conjunction with the strategic vision of the CEO and goals of the company.     With over 25 years of experience in operational improvement and optimization of resources, Joe brings creative solutions utilizin ... (view full description)

Bennett Johnson

Vice President | Practice Leader -Valuation & Advisory Services

Bennett Johnson is a Vice President and a Practice Leader for the Seniors Housing & Care specialty group within Valuation and Advisory Services. Based in Los Angeles, he is involved in the strategic growth of both the local and national team.  Currently he collaborates with the CBRE VAS IT to develop ongoing solutions for the practice. Recent projects include the launch of a custom built seniors housing & care portal within CBRE VIEW, a global application used to track data points for analytic application. Collectively the focus is to provide best in class information enabling a wide array of  advisory services including valuation, market study, feasibility, l ... (view full description)

Daniel Kianmahd

Director of Acquisitions
MBK Senior Living

Keith Kodrin

Senior Vice President
Capital One Healthcare

Mr. Kodrin joined Capital One Bank in March 2012 as a Senior Director of the Healthcare Real Estate Group lending practice.  In this role, Mr. Kodrin co-led the team that provided financing to companies in the senior housing and post-acute care industries. Following Capital One's acquisition of the GE Capital Healthcare platform in December 2015, Mr. Kodrin transitioned to an originations role within Capital One Healthcare where he is responsible for originating balance sheet and agency debt financings for sponsors, borrowers and operators in the senior housing and post-acute care industries located in the Southwestern part of the United States.     Prior to joining Capital One, ... (view full description)

Andy Kohlberg

President & CEO
Kisco Senior Living, LLC

Andrew S. Kohlberg is the Founder, President and CEO of Kisco Senior Living, LLC.  Mr. Kohlberg’s primary responsibilities are providing strategic planning and direction for property operations and management as well as sourcing and executing acquisitions including the placement of equity and debt financing.  Through his timely purchase of well-located retirement properties, he assembled Kisco’s core portfolio of assets.  The portfolio includes 23 communities in seven states with over $165 million in annual revenue and a staff of approximately 1,800.  He is now expanding the company through new development and acquisitions.   Under his direction a superb management team has been ... (view full description)

Rick Lohr

Managing Director & Head of Senior Living Group
Piper Jaffray & Co.

Gary London

The London Group Realty Advisors

Gary H. London is a strategic consultant and real estate economist. His firm, The London Group Realty Advisors, is one-stop shop providing economic analysis, due diligence, packaging and capital access for real estate developers, investors and public agencies. His approach to services is unique. As feasibility analysts and market researchers, Mr. London's firm sees opportunities early. Often, they 'marry' clients with projects with clients with capital to invest. Project assignments span all real estate sectors including residential developments, office buildings, industrial, hotel retail and mixed-use projects. Projects include financial feasibility and market economic analysis for ac ... (view full description)

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

Peter L. Martin, CFA is a Managing Director in the equity research department at JMP Securities in San Francisco, California. He covers the Residential Real Estate sector as which includes Homebuilders, Land Developers and several REIT sectors. Prior to joining JMP Securities in January 2009, Mr. Martin was a Portfolio Manager at Matthes Capital Management in San Francisco, California from January 2006 to December 2008. Matthes is a hedge fund managing over $150 million for a diverse group of high net worth individuals. Prior to joining Matthes Capital, Mr. Martin was a portfolio manager at Presidio Management, a $200 million hedge fund focused on small/microcap stocks from June 2003 to D ... (view full description)

Dean Mattsson

Landmark Senior Living Group

Craig Medwick

Glenmont Capital Management, LLC

Craig Medwick officially joined Glenmont upon his retirement as a Partner at Clifford Chance in April 2015 but has worked with Glenmont since its inception. Beginning May 1987, Mr. Medwick was a corporate partner at the leading international law firm Clifford Chance (previously known as Rogers & Wells in New York), where he recently served eight years on the firm's Global Management Committee and as Regional Managing Partner of the Americas, and as Head of the Corporate Department in the Americas.  Mr. Medwick has significant experience over many years working with real estate fund sponsors, investors and placement agents in fundraising and opportunistic investment activities, joint vent ... (view full description)

Carl Mittendorff

Chief Investment Officer
The Freshwater Group

Matt Monson

Vice President of Acquisitions and Business Development
Mainstreet Capital Partners, LLC

Matt Monson is the vice president of acquisitions and business development at Mainstreet. He is responsible for evaluating, structuring and closing Mainstreet’s new investments. Prior to joining Mainstreet, Mr. Monson was a director at Health Care REIT, Inc., where he was responsible for new investments in seniors housing and medical office assets. He was also responsible for overseeing the financial and operating performance of key operator relationships, as well as medical office dispositions. Mr. Monson holds an MBA from the Johnson School of Management at Cornell University, a master’s in real estate from Cornell University and a bachelor’s from Brigham Young University (BYU). He current ... (view full description)

Paul Mullin

Vice President-Development
Silverado Senior Living

Paul Mullin is Vice President of Development for Silverado senior housing, hospice and home health.  Mr. Mullin has over 15 years of experience in real estate investing and development with a focus on the seniors housing and health care profession. He is responsible for sourcing and directing all of Silverado’s acquisitions, development and office leasing initiatives as well as strategic partnerships with other healthcare providers. Since joining the team in 2006, Mr. Mullin has managed the acquisition and development of, 31 communities with over 2700 memory care and skilled nursing beds, as well as 11 hospice and home health offices across 11 states.   His transactio ... (view full description)

Buu Ngo

VP, Acquisitions & Investments
Welbrook Senior Living

Buu Ngo is Vice President of Investments and Acquisitions at Welbrook Senior Living, an operator/developer of senior housing and skilled nursing.  With Welbrook, he has seen the firm grow from start-up to emerging regional senior housing operator/developer.  He has been involved in acquisition, development, and investment management of seniors housing, skilled nursing, commercial, industrial, and multi-family real estate.  He has worked with family offices, private REITs, institutions, and endowments on joint ventures in real estate.   His real estate private equity experience includes industrial, commercial, residential, senior housing, and skilled nursing.   ... (view full description)

Arun Paul

Founder & CEO
Priya Living

Arun founded Priya Living to bring many generations together to live, play and enjoy one another’s company. He is well suited to his founding role. Prior to Priya Living, he launched the widely recognized Solage Hotels and Resorts, directing development, financing, and strategic planning. Arun was also on the original team of Canyon Equity, leading global developers of luxury resorts with projects in Santa Fe, Jackson Hole, the Colorado Rockies, the Four Corners region, the French Alps, Fiji and Costa Rica. Several of these projects have been recognized as among the best developments in the world. Arun started his career as Director of Strategic Planning for Irvine Apartment Communities, a d ... (view full description)

Curtis Petersen

Shareholder, Real Estate Practice Group

Curt Petersen’s real estate development and finance practice has helped bring scores of new projects out of the ground -- senior living projects, regional mixed-use developments, luxury apartments, sports stadiums, industrial facilities, and shopping centers.  He delivers efficient and strategic advice and services through the life-cycle of the deal -- from property acquisition to securing zoning/land use entitlements to closing traditional construction, joint venture, bond, and public financing.  Focused recent experience and successes: Structured and secured public-private partnerships yielding hundreds of millions of dollars in local, state, and federal economic incentives f ... (view full description)

Jeramy Ragsdale

Thrive Senior Living

Al Rattan

Continental East Development, Inc.

Al Rattan has more than 30 years of successful hands-on construction and real estate development experience. A conservative valuation of Mr. Rattan’s portfolio of engineering, construction, development and planned new projects exceeds $500 Million. During his career, Mr. Rattan has specialized in the construction and or development of new residential communities, industrial buildings, retail shopping centers, professional office buildings, medical clinics, medical office buildings, acute care medical centers and senior care retirement communities.   In 2009, Mr. Rattan was asked to head up a new Asian investment opportunity fund known as Continental East Development, (“CED”) whic ... (view full description)

Yaffa Rattner

Managing Director-Municipal Special Situations
Piper Jaffray & Co.

Yaffa Rattner is  a managing director and head of Municipal Credit Analytics at Piper Jaffray & Co with a primary focus on the High Yield market.  She joined the firm in 2008. Her primary responsibilities include assessing and reviewing municipal transactions to be underwritten by Piper Jaffray with the end goal of ensuring maximum investor protection. She is also responsible for analyzing a spectrum of credits in the secondary market to optimize trading decisions. Yaffa is responsible for many sectors and has deep expertise in the senior living, charter schools, land secured, and special revenue sectors.   Prior to joining Piper Jaffray, Yaffa managed the  surveillance effor ... (view full description)

Mark Rockwell

Anthem Memory Care, LLC

Mark Rockwell, Principal, directs the vision for Anthem's strategic growth. Mark is the main architect of the financial strategy that will facilitate Anthem's growth and implement its purpose: "To Protect, Engage, and Love individuals living with memory loss."

Mark is an ardent proponent of the organization's mantra: "Anthem Memory Care - it's all about focus" and Anthem's value statement: "Real people, real needs, real care, and real rewards." Rockwell has been intimately involved in senior healthcare and senior housing, with a specific focus on dementia care, since 2007.


Chris Rosenstock

Auctus Capital Partners

Founded in late 2014 by Chris Rosenstock, Auctus Capital Partners (“ACP”) is a real estate investment firm with $500 million in assets under management focusing on senior housing, commercial and residential properties across the western United States. ACP specializes in the acquisition, turnaround and management of underperforming assets in well performing markets. Since inception, ACP has acquired five seniors housing properties in the western US.  Additionally, ACP manages 3,000 multifamily apartment units located ... (view full description)

Michael Schonbrun

Founder & CEO
Balfour Senior Living

Michael Schonbrun is the founder and CEO of Balfour Senior Living, a company founded in 1996 in Louisville, Colorado, which develops and operates senior living communities that provide premium independent living, assisted living, skilled nursing and Alzheimer’s care services to its clientele. Prior to founding Balfour, Schonbrun was President of National Jewish Hospital, Assistant Director of the Colorado Department of Health under Governor Dick Lamm, Senior Vice President at Vitas Healthcare and a consultant to Warburg Pincus. He holds a J.D. degree from the University of Pennsylvania Law School and a B.A. degree (political science) from Yale University. He currently serves on t ... (view full description)

Philip Shapiro

Ascent Living Communities

Is the co-founder and Principal of Senior Traditions LLC and Ascent Living Communities LLC, full service firms based in Denver and Lake Tahoe, that develop, manage and market senior living communities, and also provides technical assistance and strategic advice for start-up and acquisition- senior living and long term care properties, with a primary focus on site selection, market and product positioning, program design, financial modeling, project development, strategic planning, marketing, and operations management systems. Some highlights of Mr. Shapiro’s background are:   Professional   A professional career of over 35 years in senior living market research, str ... (view full description)

Frank Small

Senior Managing Director
Castle Lanterra

Richard Swartz

Executive Managing Director
Cushman & Wakefield

Richard Swartz is an Executive Managing Director in the Boston office and heads a nine-person team of Capital Markets specialists dedicated to the Senior Housing Sector. Mr. Swartz joined the Company in 2003 and is responsible for originating, structuring and executing senior housing investment sales, equity investments, debt financings, and note sales. In 2007 he opened the firm’s Boston office and in 2011 initiated the firm’s Senior Housing Capital Markets Group.   Prior to Cushman & Wakefield, from 1998 to 2003, Mr. Swartz was a Managing Director at APC Realty Advisors where he headed up all equity and debt placement activities nationally and was directly involved in over ... (view full description)

Jeff Trout

VP, Finance
Cappella Living Solutions

Jeff has more than 23 years of experience in accounting and financial management.  Jeff directs the overall financial operations of CLS as well as assists clients in financial modeling,  business plan development, and market research.   Jeff provides consulting services to clients in the area of financial modeling, project development and operations.  This includes preparing pro forma analyses for proposed continuing care retirement communities and assisted living /memory support communities, assessing the impact of new services,  and benchmarking a client’s financial indicators. Jeff also assists clients in obtaining financing for developme ... (view full description)

Nick Walsh

President & COO
Global Senior Housing

Nick is a principal of Global Senior Housing, a firm actively developing and providing private equity investments in ground-up senior housing projects in the Western and Southern states. Nick has a diverse background in accounting, finance and real estate development. He graduated from Cal Poly, San Luis Obispo with a Bachelors in Business Administration with a dual Finance and Accounting concentration and an Economics minor which led to position with KPMG in their San Francisco office in 2005. His work was focused primarily on audits for clients in the real estate industry, gaining valuable experience while auditing quarterly and year-end financials and bond offerings for a publicly trad ... (view full description)

Scott White

Mainstreet Investments

With more than 15 years of Wall Street experience, Executive Vice President - Investments, Scott White is responsible for capital development, REIT relationships and strategic initiatives. Prior to joining Mainstreet, he served as a Senior Vice President in the Private Funds Group of Brookfield Asset Management, where he was responsible for raising capital for various alternative asset vehicles across real estate, private equity and infrastructure. His career experience also includes a tenure as Director and Head of Deal Management at Citigroup’s Alternatives Distribution Group. At Citigroup he advised clients on alternative capital raising activities in private equity, real estate, he ... (view full description)

Patricia Will

Founder & CEO
Belmont Village Senior Living

Justin Yarmark

CSO & Managing Partner
The Cottages & New Haven Assisted Living

Justin Yarmark is CEO of New Haven Assisted Living and Memory Care in Texas as well as a Managing Partner of The Cottages LLC in Idaho. Mr. Yarmark is a developer, owner and operator of 17 stabilized campuses with 310 beds in 3 states, with several more in development. Mr. Yarmark is responsible for financing, planning and developing new buildings as well as operating existing and newly built campuses.. The Cottages / New Haven first campus was established 14 years ago and has been known for providing private pay assisted living and memory care residents with top quality care. The New Haven Texas portfolio is focused on residential buildings clustered in campuses secondary and tertiary commu ... (view full description)
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Event Contacts for The Real Estate Private Equity Forum on Senior Housing


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*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*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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