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AHP Servicing, VP Accounting & Finance
AHP Servicing, Trading Manager
AHP Servicing, Servicing Manager
Alesia Re, CIO, CTO
American Destiny Real Estate Services, President & CEO
American Enterprise Institute, Director & Chief Risk Officer
AmeriHome Mortgage Company, Managing Director, Capital Markets
AmeriNat, Director Corporate Strategy
Amrock, Senior Account Executive
Andrew Davidson & Co., Inc., Director, Business Development
Andrew Davidson & Co., Inc., Director, Model Risk Management
Angelo, Gordon & Co., Analyst
Angelo, Gordon & Co., Director
Apollo Square Capital, General Counsel
Ark Mortgage, Director of Capital Markets
Arvest Central Mortgage Company, President & CEO
Aspen Grove Solutions, CEO
Atalaya Capital Management LP, Managing Director
Automation Holdings LLC, Managing Member
Axia Home Loans, Servicing Manager
Barclays, Director
Bayview Asset Management, Vice President
Bayview Asset Management, Associate Vice President, MSR Portfolio Management
Bayview Asset Management, Vice President
Bayview Asset Management, Vice President
Bayview Asset Management, Senior Vice President
Bayview Asset Management, LLC, Managing Director
BDF Law Group, Partner
BDF Law Group, Chief Operating Officer
BDF Law Group, Managing Partner
Black Knight, Strategy Manager
Black Knight, Sales Executive
Black Knight Financial Services, Sales Executive
BlackRock, Trader
BlackRock, Director
BlackRock, Vice President
BlackRock, Managing Director
Blackstone, Portfolio Manager
Blackstone, BREDS Resi
Blue Water Financial Technologies, Senior Vice President
Blue Water Financial Technologies, Executive Director of Business Development
Blue Water Financial Technologies, -
Blue Water Financial Technologies, Managing Director
Blue Water Financial Technologies LLC, Managing Director
BNY Mellon Wealth Management Company, Vice President
Brean Capital, Head of Fixed Income Strategy
Brock & Scott PLLC, COO
Brock & Scott, PLLC, Attorney
BSI Financial, Executive Vice President
Buckley LLP, Partner
Buckley LLP, Director, Licensing
Buckley LLP, Partner
Burr & Forman LLP, Attorney
Burr & Forman LLP, Attorney at Law
Burr & Forman LLP, Partner
Cadwalader, Associate
Cadwalader, Wickersham & Taft LLP, Counsel
Cadwalader, Wickersham & Taft LLP, Partner
Cadwalader, Wickersham, & Taft LLP, Business Development Specialist
Caliber Home Loans, EVP-Head Of Capital Markets
Capital Market Cooperative, National Sales Manager
Capital Markets Cooperative, LLC, Managing Director, MSR Analytics & Valuations
Carrington, Senior Managing Director, Investment Services
Carrington, Managing Director
Carrington Capital Management, General Counsel & Chief Compliance Officer
Carrington Mortgage Holdings, SVP
Castle Mortgage, President/COO
Cenlar FSB, EVP
Cenlar FSB, Senior Vice President
Cherry Hill Mortgage Investment Corp., MSR Portfolio Manager
Cherry Hill Mortgage Investment Corp., President & Chief Executive Officer
Citi Mortgage, Director/Quantitative Analyst, Mortgage Analysis
Citi Mortgage, VP MSR Trading
Citi Mortgage, Co-Head of Capital Markets
Citi Mortgage, Head of MSR Trading
Citizens Bank, Vice President
Citizens Financial Group, VP - Head of Portfolio Credit Risk Management & Reporting
Claims Recovery Financial Services, LLC, Vice Chair
Clear Capital, Executive Vice President, Customer Development
CMC Funding, VP, Secondary Marketing
Computershare Loan Services, Managing Director, Strategic Business Development and M&A
Computershare Loan Services North America, CEO
Conference of State Bank Supervisors, Consumer Protection and Non-Depository Supervision
Cornerstone Home Lending, Inc., Executive Vice President-Capital Markets
Credigy, Manager - Asset Management
Credit Suisse, Director
Credit Suisse, Director
Cross River Bank, senior associate: capital markets
CrossRiver Bank, Senior VP/Head of Capital Mrkts
Customers Bank, Executive Vice President
Debtwire, Senior Reporter
Dentons, Partner
Dentons, Managing Associate
Dentons, -
Dentons, Chair, Capital Markets
Dentons, Partner
Dentons US LLP, Partner
Dentons US LLP, Senior Managing Associate
Ditech, SVP Capital Markets
DoubleLine, Trader
DoubleLine Group LP, Mortgage-Backed Securities
Dovenmuehle Mortgage, Inc., Senior Vice President
EJF Capital, EJF Capital
Equity Now Inc., Operations Manager
Eris Exchange, Director
Eris Innovations, Managing Director
Essent Guaranty, ‎Vice President Treasury
Express Residential, Inc, Operations Manager
Fannie Mae, Credit Risk Analyst
Fay Servicing, -
FDIC, Manager, Capital Markets
FDIC, Senior Capital Markets Specialist
Federal Deposit Insurance Corp., Senior Financial Analyst
Federal Deposit Insurance Corporation, Asset Management Specialist
Federal Home Loan Bank of Chicago, VP - MPF Investor Relations
Federal Housing Finance Agency, Senior Risk Analyst
Federal Reserve Bank of Atlanta, Senior Financial Specialist
FHFA, Principal Financial Analyst
Fifth Third, Vice President
Fifth Third Bank, Director
Fifth Third Bank, Director, Financial Institutions Group
Fifth Third Bank, VP, Director of MSR
Figure, Managing Director
Figure, Vice President
First Guaranty Mortgage Corp., Chief Executive Officer
First Guaranty Mortgage Corporation, Director, Capital Markets
First Guaranty Mortgage Corporation, EVP, Capital Markets
FirstBank, Portfolio Manager
FirstKey Mortgage, LLC, Managing Director
Flagstar Bank, Vice President - Loan Review
Flagstar Bank, -
Flagstar Bank, Sr. Deputy General Counsel
Flagstar Bank, Executive Vice President & Director of Servicing
Flagstar Bank, Senior Vice President, Sales
Flagstar Bank, First Vice President-Sr.Relati
Flagstar Bank, Executive Vice President/Chief Operating Officer
Flagstar Bank, Senior Vice President - Asset/Liability ManagerAsset/Liability Management
Fortress Investment Group, Senior Quantitative Analyst
Freddie Mac, Product Development Manager
Freddie Mac, Product Development Mgr
Freddie Mac, Director - Servicing Capital Markets
Freddie Mac, -
Freddie Mac, Director
Freddie Mac, Director
Freedom Mortgage, Executive Vice President
Freedom Mortgage, Executive Vice President & Chief Legal Officer
Freedom Mortgage Corp, Acctg Manager - MSR Analytics
Freedom Mortgage Corporation, Analyst, Accounting for Sr lV
Freedom Mortgage Corporation, Senior Vice President
Freedom Mortgage Corporation, VP, MSR Acquisitions
Freedom Mortgage Corporation, Executive Vice President
Ghidotti | Berger LLP, Attorney
Ghidotti | Berger LLP, -
Ginnie Mae, -
Ginnie Mae, -
Ginnie Mae, Director
Goldman Sachs, Vice President
Gross Polowy, LLC, Supervising Attorney
Gross Polowy, LLC, Partner
Gross Polowy, LLC, Managing Attorney, New Jersey
Home Point Financial Corporation, Sr Managing Director, Capital Markets
Houlihan Lokey, Managing Director/Co-Head of FIG
Houlihan Lokey, -
Houlihan Lokey, Senior Vice President
Hudson Advisors, Director
Hunton Andrews Kurth LLP, Associate
Hunton Andrews Kurth LLP, Counsel
Hunton Andrews Kurth LLP, Partner
Hunton Andrews Kurth LLP, Partner
Hunton Andrews Kurth LLP, Partner
Hunton Andrews Kurth LLP, Partner
Hunton Andrews Kurth LLP, Counsel
Hunton Andrews Kurth LLP, Partner
Incenter Mortgage Advisors, -
Incenter Mortgage Advisors, Director
Incenter Mortgage Advisors, SVP of Strategy Private Wealth Banking and Lending
Incenter Mortgage Advisors, Managing Director
Incenter Mortgage Advisors, Managing Director
Incenter Mortgage Advisors, Director
Incenter Mortgage Advisors, Director
Incenter Mortgage Advisors, Director Capital Markets
Incenter Mortgage Advisors, Director
Incenter Mortgage Advisors, Managing Director, Analytics
Incenter Mortgage Advisors, VP, Transaction Management
Incenter Mortgage Advisors, VP, Analytics
Infinity IPS, Senior Vice President – Sales
Infinity Ips, Inc, SVP- Sales- Mortgage Services
Inside Mortgage Finance Publications, Inc., Executive Editor
Jornaya, Enterprise Account Executive
Jornaya, Senior Account Executive
Jornaya, Head of Consumer Finance
JP Morgan Chase, Executive Director
JP Morgan Securities LLC, Managing Director
JP Morgan Securities LLC, Managing Director
Kasasa, SVP, Business Development
Kasasa, Executive Vice President
Katten Muchin Rosenman LLP, Partner
Keefe, Bruyette & Woods, Managing Director
Kelly Enterprises, LLC, Chief Investment Officer
Kelly Enterprises, LLC, CEO
KML Law Group, P.C, Chief Executive Officer
KPMG, Director
KPMG, Partner
Lakeview Loan Servicing, LLC, Managing Director
Lift Strategic Partners, Co-Founder/Managing Partner
Loan Depot, SVP, MSR Valuation & Analytics
LoanCare, Servicing Solutions Manager
LoanCare, LLC, EVP Strategy and Business Dev.
Longbridge Financial, Chief Executive Officer
M&T Bank, Vice President
M&T Bank, Administrative Vice President
M&T Bank, Group VP
M&T Bank, Director-Consumer Capital Mkts
M.M.H., President & CEO
M/I Financial, LLC, SVP, Capital Markets and Risk
Manley Deas Kochalski, Chief Operating Officer
Marinosci Law Group, PC, Managing Partner
Matic Insurance Services, Enterprise Sales Executive
Mayer Brown LLP, Associate
Mayer Brown LLP, Partner
Mayer Brown LLP, Partner
Mayer Brown LLP, Partner
Mayer Brown LLP, Partner
Mayer Brown LLP, Partner
McCarthy & Holthus, LLP, Partner - Compliance
McCarthy Holthus, VP Client Relations
McCarthy Holthus, VP Client Relations
McCarthy Holthus, Chief Executive Business Officer
McMichael Taylor Gray, VP Business Relations
McMichael Taylor Gray, Chief Compliance Attorney
MCT Trading, Director of Analytics
MCT Trading Inc, Director MSR Services
MCT Trading Inc., 0
Merchants Bank of Indiana, EVP, Chief Financial Officer
MIAC, Managing Director
MIAC, Managing Director
MIAC Capital Markets Group, Managing Director
MIAC- Mortgage Industry Advisory Corporation, SVP - Client Solutions Group
Mortgage Connect LP, Senior Vice President
Mortgage Venture Partners, Co-founder, Head of Aggregation and Structured Finance
MountainView Financial Solutions, LLC, Managing Director
MountainView Financial Solutions, LLC, Managing Director
MountainView Financial Solutions, LLC, Managing Director
MountainView Financial Solutions, LLC, Managing Director
Mr Cooper, Senior Vice President
Mr. Cooper, SVP, Portfolio Investments
National Loan Exchange, Inc., National Sales Director
National Mortgage News/SourceMedia, Capital Markets Editor
Nationwide Mortgage Bankers, Inc, Senior VP of Servicing & Agency Relations
Nationwide Title Clearing, Vice President-Business Development
Nationwide Title Clearing, Inc., AVP Business Development
Navigant, CPA
Navigant, Associate Director
Navigant, Managing Director
Navigant Consulting, Director
Navy Federal Credit Union, Senior Financial Risk Manager
Nemovi Law Group, Business Strategy Consultant
New Residential Investment Corp, SVP, NRZ Valuations
NexBank, SVP Warehsoue Lending
NYFIN, Manager
NYU Courant and NYU Tandon, Adjunct Professor, Financial Mathematics and Engineering
OCC, risk specialist
Ocwen Financial Corporation, Senior Vice President, Deputy General Counsel & Company Secretary
Ocwen Financial Corporation, Executive Vice President and Chief Investment Officer
Ocwen Financial Corporation, Senior Vice President, Investments and Corp Dev.
Ocwen Nonperforming Loans, LLC, Director
Padgett Law Group, Marketing Strategist
PennyMac, VP - Fin Analysis & Valuation
PennyMac, SVP, Servicing Investments
People's United Bank, SVP
Phelan Hallinan Diamond & Jones, Director, Client Relations
Phelan Hallinan Diamond & Jones, Attorney
PHH Mortgage, VP, Business Development
Phoenix Capital, Inc., Senior Vice President
PIMCO, EVP, Portfolio Management
Pingora Asset Management, Senior Vice President
Pingora Asset Management, Chief Executive Officer
Pingora Asset Management, LLC, General Counsel
Planet Home Lending, Chief Executive Officer and President, Planet Financial Group
Planet Home Lending, Director of MSR Analytics
Planet Home Lending, Executive Vice President, Capital Markets
PNC, VP - MSR Transaction Manager
PNC Bank, A Divsion of PNC Bank, N.A., SVP-Managing Director MSR Acquisitions
PNC Mortgage, MSR Account Manager
PNC Mortgage, MSR Account Manager
PolyPaths LLC, Director of Marketing
PolyPaths LLC, Senior Managing Director
PolyPaths LLC, Managing Director
PricewaterhouseCoopers LLP, Partner
PricewaterhouseCoopers LLP, Principal
ProTitleUSA, Corporate Oversight Manager
ProTitleUSA, Director of Client Relationship
PulteMortgage, Vice President Asset Administration
PwC, Partner
QPWB Law/Attorneys' Title Services, Business Development Director
Quantitative Risk Management, Vice President
Quantitative Risk Management, Senior Vice President
Quantitative Risk Management, Inc, Vice President
Radian, VP Senior Relationship Manager
Radian, National Account Manager
Radian, Senior Relationship Manager, Enterprise Sales
Radian, SVP
ReferralExchange, Chief Executive Officer
ReferralExchange, Chief Strategy Officer
RESICAP, MFA Evictions Manager
RJ O'Brien, SVP
RJ O'Brien, Vice President
Roosevelt Management Co., Vice President
Roosevelt Management Company, Vice President
Roosevelt Management Company, LLC, Senior Managing Director
RoundPoint Mortgage, AVP MSR Aquisitions
Roundpoint Mortgage, Vice President of Capital Markets
RoundPoint Mortgage Servicing Corporation, SVP Portfolio Management
RoundPoint Mortgage Servicing Corporation, CEO
Rubin Lublin, Director of Client Relations/Business Development
Rushmore Loan Management Services, LLC, Executive Vice President
S&P Global Ratings, Senior Director, Market Outreach, Structured Finance
Sagent Lending Technologies, Vice President
Sandler O'Neil Mortgage Finance LP, Managing Director
Sassoon & Cymrot LLP, Default Servicing Attorney
Sassoon & Cymrot, LLP, Manager of Default Servicing
Sassoon & Cymrot, LLP, Default Servicing Attorney
Schiller, Knapp, Lefkowitz & Hertzel LLP, Partner
Schiller, Knapp, Lefkowitz & Hertzel, LLP, Attorney
Schiller, Knapp, Lefkowitz & Hertzel, LLP, Director of Business Development
Scratch, Chief Executive Officer
Scratch Services, Inc, Head of Partnerships
Secured Investment Lending, CIO
Secured Investment Lending Corp, President
Seneca Mortgage, General Council
ServiceLink, Vice President Capital Market Sales
ServiceMac, SVP, Controller
Shapiro & DeNardo, L.L.C., Managing Partner
SHD Legal Group, Litigation Counselor
SHD Legal Group, P.A., Partner - Litigation
Sheppard Mullin Richter & Hampton LLP, Partner
Signature Bank, Senior Vice President
SLS, Senior Vice President, Business Development
Solidifi, Senior Vice President
Solidifi, Senior Vice President
Specialized Loan Servicing (SLS), SVP, Business Development
SpringEQ LLC, Senior VP-Customer Acquisition
Statebridge Company, CEO
Stern & Eisenberg, Business Development Director
Stern & Eisenberg, Director of Litigation
Stern & Eisenberg, PC, Managing Partner, CEO
SunTrust Bank, Analyst, Mortgage Capital Markets
SunTrust Bank, SVP, MSR Valuation Manager
SunTrust Mortgage, Senior VP- Capital Markets
Syncora Guarantee, Director
Texas Capital Bank, EVP
Texas Capital Bank, Vice President
Texas Capital Bank, EVP, Mortgage Finance
The Mortgage Firm Inc., SVP-Secondary
The Mortgage Leader, Publisher
The Yield Book by FTSE Russell, Head of Yield Book Sales
The Yield Book by FTSE Russell, Director
The Yield Book by FTSE Russell, Quantitative Analyst, DIRECTOR
The Yield Book by FTSE Russell, Managing Director
Thomson Reuters, Senior Mortgage Specialist
TIAA Bank, Risk and Control Analyst lll
TIAA Bank, Sr. Director | Sr. Risk Officer
Tromberg Law Group , P.A., Client Relations
Tromberg Law Group , P.A., Managing Attorney
Tromberg Law Group , P.A., Owner
Two Harbors Investment, AVP
Two Harbors Investment Corp., Managing Director
Two Harbors Investment Corp., Director
U.S. Bank, Vice President
United Bank, VP, Secondary Marketing
United Mortgage Corp, President
United Shore, Secondary Sales Liaison
United Shore, Head of Capital Markets
United Shore, CSO
US Bancorp, Vice President
US Bank, SVP, MSR Valuation
US Bank, VP, MSR Valuation
US Bank, SVP, MSR Hedging
US Bank Home Mortgage, VP - MSR Valuation and Reporting Manager
USBank, SVP, Mortgage Analytics
Värde Partners, Inc., Director
Veterans United Home Loans, Analyst
Veterans United Home Loans, Capital Markets Trader
Veterans United Home Loans, Director of Capital Markets
Virginia Housing Development Authority, Director of Single Family Finance
Voya Investment Management, Portfolio Manager
WEI Mortgage LLC, a wholly-owned subsidiary of Arc Home LLC, SVP, Capital Markets
Wells Fargo Securities, Director
West Wheelock Capital, Managing Principal
Wilmington Trust, Vice President
Window Rock Capital Partners, VP, Portfolio Management
Winston & Strawn LLP, Associate
York Traditions Bank, Senior Mortgage Partner
York Traditions Bank, President, Traditions Mortgage

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New York, NY 10036 USA

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


Event Contacts for 7th Annual Residential Mortgage Servicing Rights Forum


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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