Kathleen Achille

Litigation Counselor
SHD Legal Group

Kathleen Achille is a Litigation Associate at SHD Legal Group, P.A. in Ft. Lauderdale, Florida. 
 
Kathleen is a graduate of the University of Florida, College of Law, (JD 1998), and the University of Florida, (BA 1995).  For the past 10 years, her practice has been concentrated in the area of mortgage foreclosure and real estate litigation.  She is admitted to practice in the state of Florida, as well as the United States District Court, Southern District of Florida. 
 

Kenneth Adler

EVP-Head Of Capital Markets
Caliber Home Loans

Ken is currently EVP and Head of Capital Markets for Caliber Home Loans, Inc. with responsibilities for MSR, Secondary trading and  origination margin management. The company is an approved Seller/Servicer for both Fannie Mae and Freddie Mac, an approved issuer for Ginnie Mae and is an approved servicer for FHA, VA and the USDA From 2014 to 2016 Ken was a Managing Director at Structured Portfolio Management responsible for mortgage finance strategies inclusive of MSR, origination and equity investment in non-bank platforms. From 2009 until 2014 Ken was Managing Director and Co-Head of the Mortgage Servicing and Secondary Group at CitiMortgage where he oversaw MSR management and p ... (view full description)

Simon Aldrich

Executive Vice President
Freedom Mortgage Corporation

Simon P. B. Aldrich is currently Executive Vice President, Strategic Planning/Portfolio Manager, with Freedom Mortgage.  Prior to joining Freedom in November 2015, Simon was a Managing Director at Marathon Asset Management in the Structured Credit Group.  He has over 30 years of experience in mortgage banking, working in various capacities, specifically with residential mortgage servicing rights (MSR). Before Joining Marathon in 2013, Mr. Aldrich served as Managing Director with Natixis NA, a large French Bank, from 1997-2012.  While at Natixis Mr. Aldrich was responsible for all MSR related activities; structuring acquisitions, sales and financings.  Mr. Aldrich worked at Bayview Fina ... (view full description)

Patrick Begg

SVP, Capital Markets and Risk
M/I Financial, LLC

No biography specified

Bill Berliner

Director of Analytics
MCT Trading Inc

Bill is Director of Analytics for Mortgage Capital Trading.  He has more than 33 years of experience in mortgage and MBS Research, Trading, and Operations, beginning in the back office of Bear, Stearns in 1985.  He joined Countrywide Securities as a CMO trader in 1996, and eventually was head of the Trade Strategies Group, responsible for the firm’s research publications and articles. After leaving Countrywide, he served as a consultant focusing on risk management and asset valuation, and joined MCT in early 2017.  He has co-authored two editions of a textbook on MBS with Frank Fabozzi and Anand Bhattacharya, and has written or co-written almost twenty book chapters and articles.  He has tau ... (view full description)

Paul Birkett

Managing Member
Automation Holdings LLC

Paul launched Automation Finance after an 18-year career at PepsiCo. Automation Finance is a Mortgage Investment Fund and Outsourced Asset Manager based in NYC. It acquires pools of first and second position Residential Non-Performing Mortgage Loans (NPL's) and manages them through liquidation. The company will deploy ~$50mm in 2018. AF's preferred exit is to re-perform the borrower where it delivers 4x the industry average modification rate. 

We are seeking sellers of NPL's, Capital Partners, RPL buyers (~$2mm per month) and clients for our outsourced asset management business. We will manage your low-value NPL holdings on a turn-key contingency basis.

Andrew Boylan

Partner - Compliance
McCarthy & Holthus, LLP

Andrew Boylan is a Partner with McCarthy & Holthus, LLP overseeing Risk Management & Compliance for the firm. After graduating from the University of San Diego, where he earned his Bachelor of Arts degree in Political Science and Spanish, he received his Juris Doctorate degree from the University of San Diego School of Law and his MBA from the University of San Diego Graduate School of Business Administration. He is a member of the American Legal & Financial Network (ALFN) where he received the Picture the Future Award from the Junior Professional & Executives Group, the United Trustees Association (UTA) where he previously received the New Member of the Year award, and the C ... (view full description)

Kevin Brungardt

CEO
RoundPoint Mortgage Servicing Corporation

Since 2010, Kevin Brungardt has served as Director and Chief Executive Officer of RoundPoint Mortgage Servicing Corporation. Mr. Brungardt has over 20 years of broad executive leadership experience, managing major functions of the mortgage business at top 5 institutions including international banks and Fannie Mae. Prior to joining RoundPoint, he served as Managing Director for CitiMortgage where he was head of national fulfillment and operations, managing multiple mortgage functions domestically and abroad. He served as Vice President for Fannie Mae for its National Servicing Organization overseeing the largest Counterparties representing over $1T of Fannie Mae’s serviced loan portfolio and ... (view full description)

Scott Buchta

Head of Fixed Income Strategy
Brean Capital

Mr. Buchta is a Managing Director and the Head of Fixed Income Strategy at Brean Capital, LLC. Mr. Buchta has over 30 years of experience developing investment strategies for financial institutions across the various fixed income sectors, with an emphasis on MBS, CMBS and other asset backed securities. Over the years he has worked with banks, credit unions, insurance companies, money-managers and hedge funds to develop comprehensive investment and hedging strategies specific to each investor class. In addition to providing market insight and cross-sector relative value trade ideas to institutional clients, Mr. Buchta also provides periodic commentary on macroeconomic themes, interest r ... (view full description)

Anatoly Burman

Senior Managing Director
Aladdin Capital Management, LLC

Aladdin Capital Holdings LLC (Aladdin) through its subsidiary companies is a boutique investment banking firm with advisory, alternative investment management, and minority broker/dealer businesses. Formerly, Anatoly was a Vice President and Senior Portfolio Manager at AIG/SunAmerica, responsible for managing a multi-billion dollar asset-backed portfolio for securities lending, life companies, and total return portfolios. Asset classes included public and 144a credit cards, auto loans and leases, equipment receivables, home equity and manufactured housing loans, and other receivables. Previously, he was a Managing Director with W.J. Mayer & Co. where he sold securities, created new CMO s ... (view full description)

Jaclyn Carey

VP, Transaction Management
Incenter

No biography specified

Michael Carnes

Managing Director
MIAC

Michael Carnes – joined MIAC in September 2009 and is the Managing Director of the Capital Markets Group. Michael chairs the residential and commercial Mortgage Servicing Rights Valuation Committee’s and is responsible for all MSR valuation, modeling, and brokerage services at MIAC. He is a seasoned industry expert regarding mortgage banking and mortgage servicing rights with 25 years of diverse mortgage banking experience. In addition to MIAC, he has a proven track record of advising companies, including Wells Fargo, Wachovia, Irwin Mortgage, and Bank One Mortgage (now Chase Mortgage) on servicing valuation and overall corporate growth. Michael is experienced in both Static and Option Adjus ... (view full description)

Kevin Carroll

Vice President
Quantitative Risk Management

Kevin Carroll is a Consultant at Quantitative Risk Management (QRM). As part of QRM’s Mortgage Banking practice, he works with clients to help them achieve best practices in the areas of mortgage pipeline management and enterprise risk management. In this role, he meets with clients to assess their existing practices, understand their challenges, and identify solutions. For the last several years, his efforts have focused on assisting clients with modeling the CCAR and DFAST stress tests. He has also collaborated with clients to implement general income forecasting and consulted with non-banks on modeling stress scenarios. Tactically, he offers expertise in rate lock modeling, valuation, ris ... (view full description)

Richard Cooperstein

Director, Model Risk Management
Andrew Davidson & Co., Inc.

Richard Cooperstein, Ph.D. leads Model Risk Management at Andrew Davidson & Co., Inc. bringing decades of experience from various risk and policy roles in the mortgage market. His experience includes senior positions at Freddie Mac, Ocwen, HSBC Securities and Ranieri Partners. At the US Office of Management and Budget, he applied option pricing theory to value Federal guarantees and was one of the chief architects of Credit Reform. Richard is a published author and experienced speaker on applied option pricing and the economics of financial policy.

Mike Coyne

EVP, Mortgage Finance
Texas Capital Bank

Mike joined Texas Capital Bank in 2009 and is currently Executive Vice President, Director of Mortgage Specialty Lending, Strategy, and Finance where he has responsibility for the bank's Mortgage Specialty Lending offerings including MSR, HECM Assignable Buyout, HECM Tail and Working Capital financing.  In addition, he leads all financial planning and management activities for the Mortgage Finance division.  Prior to his current role, Mike was integral in the development and launch of Texas Capital Bank's Correspondent Lending line of business, serving as the program lead for all business launch efforts, and managed Operations and Fulfillment for Correspondent Lending upon launch.  Before jo ... (view full description)

Nitin Dave

Senior VP of Servicing & Agency Relations
Nationwide Mortgage Bankers, Inc

Mr. Nitin Dave has 35 years' experience in Mortgage Banking, Consumer Banking, Investment Banking, Commercial Lending, and Mortgage Servicing operations (5 years at Arthur Andersen, 25 years at FannieMae, 2+ years at Citizens Bank, 4 Years at Pinnacle Financial Corporation and currently Senior Vice President of Servicing & Agency Relations at Nationwide Mortgage Bankers.   Besides his vast experience, Nitin Dave holds two undergraduate degrees, an MBA, and a Chartered Accountant's designation (comparable to CPA). He is a graduate of the School of Mortgage Bankers Association of America, and has substantial Audit and Public Accounting experience as well.   He is on ... (view full description)

Chris Delfs

Senior VP- Capital Markets
SunTrust Mortgage

No biography specified

Patrick DellaValle

Director
Navigant Consulting

No biography specified

Adam Diaz

Partner - Litigation
SHD Legal Group, P.A.

Adam Diaz is the Litigation Partner at SHD Legal Group P.A. in Ft. Lauderdale. He is AV Rated by Martindale-Hubbell which is the highest peer rating for Ethical Standards and Legal Ability. Adam has concentrated his practice in the areas of mortgage foreclosure and real estate, bankruptcy, consumer protection actions and commercial litigation. He is admitted in all Federal Courts in Florida as well as the United States Court of Appeals for the Eleventh Circuit. Adam has been instrumental in advancing the law in the Bankruptcy Courts for Creditors, and obtained one of the first opinions providing that a debtor is barred from defending property after surrender, as well ... (view full description)

Bob Dowell

Managing Director, Analytics
Incenter Mortgage Advisors

Bob has 27 years’ experience within the mortgage industry, with the last 18 years performing analytics on mortgage servicing portfolios.  Analytics work includes both buyer and seller representation in mortgage servicing rights transactions, third party mark to markets, Co-Issue Pricing grids, MSR transaction management/reconciliation, and advisory work related to MSR accounting functions.  Bob’s work experience prior to valuations included consulting work for Black Knight (f/k/a Alltel, LPS) within new client conversions, training, and special projects, as well as work for the RTC, and various mortgage servicing entities.  Bob has a B.S. degree in business from the University of Colorado. ... (view full description)

Steven Eisenberg

Managing Partner, CEO
Stern & Eisenberg, PC

Steven has an extensive background in real estate and corporate matters including acquisition and sale of businesses and assets.  His practice also focuses on the representation of lenders and servicers in the enforcement and protection of their interests in the legal process, including foreclosure, bankruptcy, evictions, title claims, loan modifications, and litigation.  Having experience previously representing borrowers, Steven brings his unique perspective to the representation of his servicer, lender and business clients.

Mike Eshelman

Head of Consumer Finance
Jornaya

Mike Eshelman is the Head of Consumer Finance at Jornaya, the leading provider of consumer journey behavioral data and TCPA proof of consent. With over 14 years of experience in consumer finance, Mike has extensive knowledge in lead generation, lead management, and leveraging data sets to deliver desired results in the Mortgage and Personal Loans industries. The National Mortgage Professional Magazine named him one of the most influential mortgage professionals to watch in 2018 and is a contributor to Forbes.com as a member of the Forbes Finance Council.

Andrew Feng

Principal Financial Analyst
FHFA

With more than 20 years of diverse experience in financial services, Andrew Feng, CFA, FRM, serves as a Principal Financial Analyst with Federal Housing Finance Agency where he focuses on risk modeling areas.  He holds BA and MA degrees in Economics and an MBA.  
 

Robert Forster

Managing Partner
BDF Law Group

Robert D. Forster, II, is the Managing Partner of the BDF Law Group as a whole and is based in the Addison, Texas location. The BDF Law Group is comprosed of the following firms: Barrett Daffin Frappier Turner & Engel, LLP, (Texas & Georgia) Barrett Daffin Frappier Treder & Weiss, LLP (California, Nevada, & Arizona) and Barrett Frappier & Weisserman, LLP (Colorado). The BDF Law Group provides a full range of legal services to creditors on defaulted commerical and residential mortgage loans. Since joining the firm in 2006, his practice has primarily consisted of real estate, mortgage banking and probate matters throughout Texas. He is a frequent speaker at cont ... (view full description)

Sal Franco

Partner
Dentons

Salvatore Franco is a partner in Dentons' Capital Markets practice.  He represents issuers, sellers and servicers in public and private offerings of mortgage and asset-backed pass-through securities.  He also represents financial institutions, including hedge funds and private equity companies, with respect to purchases, sales and servicing of all types of mortgage assets, including servicing rights.  His clients include purchasers, sellers, originators and servicers of residential and commercial mortgage loans.

Craig Freel

SVP Portfolio Management
RoundPoint Mortgage Servicing Corporation

Craig Freel, CFA, serves as Senior Vice President of Portfolio Management at RoundPoint Mortgage Servicing Corporation. Mr. Freel oversees RoundPoint’s MSR trading desk and analytics and reporting team. During his tenure at RoundPoint, Mr. Freel has been responsible for all MSR acquisition activity and has led key initiatives to improve RoundPoint’s customer contract strategies, loss mitigation fulfillment, default management and analytics and reporting. Prior to joining RoundPoint, Mr. Freel was a managing consultant at Navigant Consulting where he contributed to various projects pertaining to subprime mortgage servicing, international arbitration, stock option backdating, and internal audi ... (view full description)

Mark Garland

Managing Director
MountainView Financial Solutions, LLC

Mark Garland leads the operations of MountainView Financial Solution’s residential mortgage servicing rights analytics team, which supports the company’s MSR valuation and transaction advisory services.  In this role, Mr. Garland oversees the research and modeling of the variables and scenarios affecting the value of MSRs, which involves bringing client’s MSR portfolios to market. Mr. Garland leads a team of 14 MSR asset experts and analysts; the largest MSR analytics teams in the industry. His philosophy on MSR analyses is to provide objective, transparent, and in-depth fair value estimates that go beyond summary-level and include relevant assumptions, market color, and inputs affecting the ... (view full description)

Chris Gavin

Partner
Cadwalader, Wickersham & Taft LLP

Widely recognized as an active and innovative attorney in structured finance, Chris Gavin represents issuers, borrowers, sellers, buyers, lenders, official lenders, hedge funds, private equity funds and other investors in U.S. and international structured finance transactions. the footprint and complexity of his financings span North America, South America, Europe, Australia and Africa. Chris advises clients in a range of cross-border transactions and structured solutions involving residential mortgage transactions, including whole loan sales, servicing transfers, repurchase and other warehouse facilities, and term securitizations for newly originated, seasoned and nonperforming l ... (view full description)

Bose George

Managing Director
Keefe, Bruyette & Woods

Bose George joined Keefe, Bruyette & Woods, Inc. in 2005 and is responsible for covering the mortgage finance sector. His coverage includes mortgage REITs, mortgage banks, mortgage servicers, mortgage insurers and title insurers. Prior to joining KBW, Bose spent five years at UBS, where he covered a broad range of mortgage companies including mortgage REITs, subprime lenders, GSEs, mortgage banks and mortgage insurers. Earlier in his career, Bose covered the mortgage and specialty finance sector for Prudential Securities. He also spent time in Latin American equity research at BNP Paribas. Bose earned a BA from Earlham College in Richmond, IN, an MA in English Lit ... (view full description)

Derrick Gruner

General Counsel
ALTRA Mortgage Capital

Mr. Grüner possesses decades of real estate and finance industry experience. Prior to his role as General Counsel for ALTA Mortgage Capital and Strategic Holdings, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large AV-rated east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. He is a recognized lea ... (view full description)

Matthew Hackett

Operations Manager
Equity Now Inc.

No biography specified

Thomas Hiner

Partner
Hunton Andrews Kurth LLP

Tom is co-head of the firm’s Structured Finance and Securitization practice group and also co-chairs the firm’s Corporate Team. He is a versatile lawyer with broad corporate finance experience, having represented financial institutions for over 30 years in acquisitions, asset-based finance, structured secured lending, venture capital and asset securitization transactions. Tom’s career has been highlighted by innovative transactions and esoteric and novel asset-based financings based in a deep-rooted background in the fundamentals of traditional structured finance, capital markets, and real estate finance and asset securitization. Tom frequently works side by side with lawyers fro ... (view full description)

Roy Hormuth

Director
Ginnie Mae

Roy Hormuth joined Ginnie Mae in 2012 as Director of the Single-Family Division in the Office of Issuer and Portfolio Management. He has more than 28 years of experience in housing finance and capital markets.   In his role at Ginnie Mae, Mr. Hormuth directs the organization’s $ 1.5 Trillion Single-Family MBS Program, which also includes MBS backed by manufactured housing and reverse mortgage collateral. Mr. Hormuth manages all issuer relationships in the Single-Family MBS program and is responsible for enhancing issuer outreach and training opportunities.  He is responsible all issuer portfolio management nationwide as well as transaction management.   Prior to joini ... (view full description)

Dapeng Hu

Managing Director
BlackRock

Dapeng Hu, PhD, CFA, Managing Director, Head of mortgage modeling, is a member of BlackRock Solutions' financial modeling group and a member of BlackRock's Fixed Income Global Research team. Dr. Hu's primary responsibilities include directing development of BlackRock's mortgage prepayment and credit models and conducting relative value research on MBS and ABS. Prior to joining BlackRock in 2003, Dr. Hu was with Wells Fargo as a Director of financial modeling from 2001 - 2003. From 2000 - 2001, he was with Citigroup as Vice President of empirical modeling. In these positions, Dr. Hu supported mortgage servicing valuations, whole loan portfolio management, and MBS trading. From 199 ... (view full description)

Paul Jorissen

Partner
Mayer Brown LLP

"Very bright and perseverant, but easy to deal with. Business people just love him, because he can deal with issues intelligently and rapidly." Chambers USA Paul Jorissen is based in New York and is a practice leader of Mayer Brown's Banking & Finance practice. Paul’s commercial and creative approach to transactional work draws on over 25 years of experience representing clients in a broad range of financing and securities transactions. The range of his work includes public and private securities offerings, structured finance transactions, analysis and strategic planning for litigation and negotiation of settlements, asset and portfolio sales and mergers and acquisition ... (view full description)

Manish Kapoor

Managing Principal
West Wheelock Capital

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experienc ... (view full description)

Christopher King

Senior Vice President
Mr Cooper

As a seasoned mortgage professional with 20+ years of key industry leadership experience, Chris King joined Mr. Cooper[1] in 2012, and leads Business Development and B2B initiatives through Correspondent, Co-Issue, Bulk MSR, Subservicing, and Strategic Institutional Partnerships.  Chris holds a Bachelor of Science in Accounting from George Mason University and a Master’s Degree from University of Maryland. Prior to joining the Mr. Cooper family, Chris served as SVP of Business Development for Morgan Stanley/ Saxon, as well as held other senior management roles at GMAC-RFC, Fannie Mae, and KPMG. His intuitive insight into mortgage lending, capital markets, and servicing func ... (view full description)

Erik Klingenberg

Chair, Capital Markets
Dentons

Erik Klingenberg is the Co-Chair of Dentons' Capital Markets practice specializing in structured finance, including all aspects of commercial and residential mortgage-backed securities, asset-backed securities, commercial paper, collateralized debt obligations and other structured products. Ranked Band 2 by Chambers Global (2015) and Chambers USA (2015), Erik is praised by clients as “a wonderful person to work with and a very effective lawyer.”    Erik assumed an early, prominent role as counsel to various U.S. government agencies and their efforts to restore the financial markets for a range of financial products and situations, including the U.S. Treasury in connection ... (view full description)

Jon Langlois

Partner
Buckley LLP

Jon Langlois has spent his career representing financial institutions and financial services providers on critical regulatory compliance and transactional matters, developing a particular focus on mortgage lending and servicing activities. A Partner in the Washington, D.C., office of Buckley LLP, Mr. Langlois assists clients on a wide range of regulatory issues, including compliance with key consumer financial laws, such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), unfair, deceptive, or abusive acts or practices (UDAAP), and other consumer protection issues.   In addition to his regulatory practice, ... (view full description)

Philip Laren

Director MSR Services
MCT Trading Inc

Mr. Laren has been involved in mortgage banking capital markets and risk management for over 29 years. He is well known for developing financial models with applications to servicing value, pipeline hedging, optimal use of options for both servicing and pipeline hedging, as well as profitability and best execution models. He has presented on servicing asset topics at the MBA’s Annual and Secondary market meetings, and has taught both the Secondary Marketing and the Servicing Valuation section of the MBA’s School of Mortgage Banking II.   He is one of the few Capital Markets professionals with experience running major prime and non-prime operations, including stops in Michigan, So ... (view full description)

Michael Lau

Chief Executive Officer
Pingora Asset Management

Michael Lau, currently CEO of Pingora Asset Management, has over 25 years of expertise in loan servicing, underwriting, quality control, IT, accounting, finance, capital markets, and business development. Throughout his career, Michael’s understanding of MSRs aided numerous companies through negotiating the sale of servicing rights on a flow and bulk basis.Prior to Pingora, Michael spent 12 years on the senior management team at Phoenix Capital, a leading firm managing the sales and valuation of mortgage servicing rights. His management of new business development, as well as existing client bases, mergers and acquisition, whole loan brokerage, and strategic planning helped to ... (view full description)

Robert Losquadro

Senior Vice President
Houlihan Lokey

Robert Losquadro is a member of Houlihan Lokey’s Financial Institutions Group. He specializes in advising financial services companies on M&A, capital raising, and other corporate finance engagements. He has extensive experience working with specialty finance companies, with a specific focus on residential mortgage companies and assets, asset managers, broker-dealers, banks, insurers, and insurance services companies. Since joining Houlihan Lokey, Mr. Losquadro has been involved in M&A transactions, capital markets activities, and financial restructuring engagements.  Previously, Mr. Losquadro was an Associate at Milestone Advisors, LLC in Washington, D.C. where he focused on special ... (view full description)

Jay Lown

President & Chief Executive Officer
Cherry Hill Mortgage Investment Corp.

Mr. Lown has over 25 years of combined experience in the financial services industry and the residential mortgage markets. Mr. Lown is currently President and CEO of Cherry Hill Mortgage Investment Corporation, a residential mortgage Real Estate Mortgage Investment Trust that acquires, invests and manages servicing related assets, agency mortgage backed securities and other residential mortgage assets.  Mr. Lown previously served as Executive Vice President in charge of strategic funding projects and capital markets from May 2012 through July 2016.      In the years prior to joining Freedom Mortgage, Mr. Lown was a Portfolio Manager at Avenue Capital Group and was head of the res ... (view full description)

He Lu

Managing Director
Blue Water Financial Technologies LLC

No biography specified

Matt Maurer

Managing Director
MountainView Financial Solutions, LLC

Matt Maurer is responsible for providing residential mortgage servicing rights and whole loan sales advice, portfolio valuation and risk management. Mr. Maurer also sources residential performing and non-performing whole loans for the MountainView Mortgage Opportunities Funds. Before joining MountainView in 2008, Matt worked at Clayton Fixed Income Services and Matrix Asset Management. He graduated from the University of Colorado in Boulder with a Bachelors degree in Finance and a minor in Economics.

 

Chris Mayer

Chief Executive Officer
Longbridge Financial

Dr. Mayer is CEO of Longbridge Financial, a top-rated and fast-growing reverse mortgage lender. Longbridge is an innovative company focused on developing and delivering responsible products to help seniors use home equity for a more comfortable retirement. At Longbridge Financial, Chris has led the expansion of the business to become a top HMBS issuer and a highly-rated originator licensed in 48 states, built exclusive partnerships that provide value-added services for older Americans, and developed a data and research program on reverse mortgages. Dr. Mayer is Paul Milstein Professor of Real Estate at Columbia Business School and holds affiliations with the Academic Advisory Board at Standa ... (view full description)

Tricia McKitty

Director
Freddie Mac

Tricia McKitty is a Structured Transactions Director in Single-Family Portfolio Management at Freddie Mac. Ms. McKitty facilitates deals primarily related to servicing rights transfers on a negotiated basis and also supports financing transactions. She has over 10 years of experience in the residential mortgage industry. Prior to joining Freddie Mac in 2012, Ms. McKitty was a Vice President in the Fixed Income Division of Morgan Stanley, where she managed and negotiated transactions for the purchase and sale of residential mortgage loans and related matters. Ms. McKitty previously practiced corporate law, representing issuers and underwriters in capital markets transactions. ... (view full description)

Tom Millon

CEO
Computershare Loan Services North America

Tom Millon is CEO of Computershare Loan Services US, including Specialized Loan Servicing, Credit Risk Solutions, Capital Markets Cooperative, and Property Solutions.
 
Tom founded Capital Markets Cooperative (CMC) in 2003. Subsequently, Tom and his team grew CMC from a one-man operation to a leading national mortgage brand, delivering a broad range of services to over 500 institutional customers.
 
A Chartered Financial Analyst (CFA) and Certified Mortgage Banker (CMB), Tom is FINRA Series 3 licensed and is a member of the National Futures Association, the Association for Investment Management and Research, and the Security Analysts Society of San Francisco.
 

Hank Mol

VP, Analytics
Incenter Mortgage Advisors

Hank Mol is Vice President of Analytics at Incenter Mortgage Advisors (IMA), where he primarily focuses on MSR modeling and hedging strategy.  IMA has been providing industry leading MSR brokerage and analytics services since 2001.  Hank has extensive experience in interest rate, prepayment, delinquency, and mortgage rate theory.  Prior to joining IMA, Hank worked at Citizens Bank and Seneca Mortgage Investments where he was instrumental in their MSR acquisition initiatives.  Hank has his BBA in Finance and a concentration in financial analysis from James Madison University.
 

Michael Nedzbala

Partner
Hunton Andrews Kurth LLP

  Mike NedzbalaPartner and Co-Head, Structured Finance & Securitization Practice GroupHunton Andrews Kurth LLP Mike handles complex, fast-paced negotiations on a wide range of secondary market transactions involving residential mortgage loans and mortgage servicing rights. For over 25 years, he’s seen the asset class evolve from early days to bull market to financial crisis and beyond. His long-term perspective on mortgage loans and their regulatory overlay allows him to be creative and persuasive in even the most challenging deals, and makes him an effective advocate in large transactions involving novel structures and ... (view full description)

Ashish Negandhi

Senior Portfolio Manager
Angel Oak Capital

Mr. Negandhi focuses on building and managing structured investment strategies within the asset backed securities market.
Mr. Negandhi previously worked within the investment grade corporate bond and collateralized loan obligation fixed income markets, managing a portfolio up to $2 billion in assets at Washington Mutual Bank. Mr. Negandhi guided investments based on risk analysis and exposure valuations, including monitoring credit default and interest rate risk.
Mr. Negandhi holds a B.S. in Computer Science from Georgia College and State University and an M.B.A. from Foster School of Business at the University of Washington.

Brent Nyitray

Director of Capital Markets
Ark Mortgage

No biography specified

Dominic Obaditch

Director
Credit Suisse

Dominic Obaditch is a Director at Credit Suisse and member of the Securitized Products Finance group, specializing in the financing and securitization of mortgage related assets. Dominic joined Credit Suisse in April 2015 after a 20 plus year career at the Royal Bank of Scotland plc and its predecessor companies, including Greenwich Capital Markets and National Westminster Bank plc. Dominic’s background includes roles in Credit, Structured Derivatives, Principal Finance and Mortgage Finance. Dominic holds a BA in Economics from Colgate University.

John Olinski

SVP, Portfolio Investments
Mr. Cooper

No biography specified

Sarah Olivas

Servicing Manager
AHP Servicing

No biography specified

Mike Ondrovich

Director of Secondary Marketing
First National Bank of Omaha

Mike Ondrovich is the Director of Secondary Marketing for First National Bank of Omaha.     Mike directs and oversees all of First National's Secondary Marketing efforts along with assisting with the MSR valuation, hedging needs and any regulatory or compliace issues that may arise.  

 

Edward Pinto

Co-Director & Chief Risk Officer
American Enterprise Institute

American Enterprise Institute (AEI) resident fellow Edward J. Pinto is the codirector of AEI’s International Center on Housing Risk. Along with AEI resident scholar Stephen Oliner, Pinto is the creator and developer of the AEI Pinto-Oliner Mortgage Risk and Collateral Risk Indexes. Pinto is the co-creator of the Wealth Building Home Mortgage, a new approach to home finance designed to serve the twin goals of providing to a broad range of homebuyers a more reliable and effective means of building wealth than currently available under existing policies, while maintaining buying power similar to a 30-year loan. An executive vice president and chief credit officer for Fannie Mae until the late 1 ... (view full description)

Emily Potrykus

Director
Incenter

No biography specified

Lauren Pryor

Partner
Mayer Brown LLP

Lauren Pryor is a partner in Mayer Brown's Financial Services Regulatory & Enforcement practice and co-lead of the Financial Institutions M&A group. Lauren focuses her practice on counseling clients in M&A, corporate and business transactional matters in the financial services industry, including advising publicly held and private companies involved in mergers, acquisitions and divestitures and transfers of assets, including mortgage servicing rights and whole loan sales. Lauren has experience negotiating and drafting bulk and flow mortgage servicing rights purchase and sale agreements (including in connection with the Ginnie Mae PIIT program), whole loan sale agreements fo ... (view full description)

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to jo ... (view full description)

Al Qureshi

Managing Director
Blue Water Financial Technologies

As a senior managing director, Al brings over 20 years of experience in mortgage and capital markets to Blue Water’s senior management team. Immediately prior to joining Blue Water,  Al Qureshi was the President of Incenter Portfolio Advisors for more than two years. At Incenter, Al developed various MSR related hedge strategies and valuation models as well as a bulk execution Platform called MSR-X. Al brings all of these developments with him to Blue Water and is excited to continue to build upon these strategies in a dynamic, sophisticated and client-focused environment. Prior to joining Incenter, Al served as Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. Al has al ... (view full description)

Eric Raiten

Co-Head of Capital Markets
Citi Mortgage

No biography specified

Tom Rettinger

MD, Portfolio Risk Management
PennyMac

Tom Rettinger is responsible for managing the hedge and investment programs relating to the MSR, Pipeline and Investment portfolios of the PennyMac entities. Additionally he is responsible for oversight of Secondary Marketing activities and he is the Chair of PennyMac's Asset & Liability and Investment Committee. Prior to joining PennyMac, Mr. Rettinger operated a Risk Advisory firm focusing on Mortgage Risk Management, MSR Acquisitions and Valuations. Previously he was a Managing Director at Countrywide Financial responsible for the management of their $1.4 Trillion Mortgage Servicing Portfolio and related hedging strategy, Pipeline Risk Management and the valuation of the Retained Secu ... (view full description)

William Roehrenbeck

SVP-Managing Director MSR Acquisitions
PNC Bank, A Divsion of PNC Bank, N.A.

Bill Roehrenbeck served as President and Chief Executive Officer of First Commercial Mortgage Company (now Regions Mortgage). After 24 years with First Commercial Mortgage Company, Bill joined Central Bank and Trust as President. Bill founded Central Mortgage Company in 1997, which was subsequently acquired by the Arvest Bank Group. Bill currently serves as the Chairman and Chief Executive Officer of Arvest Mortgage Company and Central Mortgage Company with annual production of $2 Billion in new loans and servicing approximately $40 Billion in mortgage loans for others. Additionally, Bill serves on the National FannieMae Customer Advisory Board, ABA's Mortgage Markets Committee, Fifty for th ... (view full description)

Aaron Samples

Chief Executive Officer
First Guaranty Mortgage Corp.

Aaron Samples brings over 20 years of industry experience and expertise across all phases of mortgage lending and servicing. Prior to joining FGMC as President and CEO, Aaron served four years as Executive Vice President at Stearns Lending. During his tenure at Stearns, Aaron managed various origination channels, strategic corporate initiatives, and served as Director of MSR. Prior to joining Stearns Lending, Aaron served in various executive capacities at Nationstar Mortgage, where his responsibilities included the acquisitions of mortgage servicing rights, corporate M&A, and management of residential loan portfolio subservicing. While at Nationstar, Aaron also held various executive ro ... (view full description)

Gregory Sanda

Partner
Schiller, Knapp, Lefkowitz & Hertzel LLP

Greg is a partner with Schiller, Knapp, Lefkowitz & Hertzel, LLP, a full service creditors’ rights and default servicing law firm covering NY, NJ, and VT, and is jointly responsible for the firm’s complex foreclosure litigation and eviction departments. His practice also focuses on commercial mortgage foreclosures, appellate work, and commercial litigation. Greg has instructed on all topics related to foreclosure since 2014, and has presented at various industry events on developments in foreclosure law, post-foreclosure issues, including eviction, the FDCPA, and other debt collection law and regulation. Greg is a graduate of the University of Massachusetts (B.B.A. 1999), the George Wash ... (view full description)

Geoffrey Sharp

Managing Director
Eris Innovations

Mr. Sharp is responsible for Sales and Marketing at Eris Innovations, developers of the Eris Swap Futures complex. Eris contracts trade at CME Group, making them an easily accessible to all market poarticipants. Prior to Eris, Mr. Sharp was a Managing Director of Interest Rate Sales at Nomura Securities International, and previously held senior derivatives trading and sales roles at Lehman Brothers in both Tokyo and New York. Mr. Sharp holds a B.Eng. from The University of Bristol, England.

Lee Smith

Executive Vice President/Chief Operating Officer
Flagstar Bank

Lee Smith joined Flagstar in May 2013 as chief operating officer. He brings to Flagstar extensive experience in financial management and operations. Prior to Flagstar, Smith was a partner with MP (Thrift) Global Advisers III, where he served as an outside adviser to the Flagstar management team and the compliance committee of the Flagstar board of directors. Prior to that role, he was a partner with MatlinPatterson Global Advisers LLC, the investment adviser to the MatlinPatterson family of private equity vehicles, where he worked with a number of portfolio companies across many industries. Before joining MatlinPatterson he was a senior director at Zolfo Cooper LLC in ... (view full description)

William Tabri

Senior Financial Risk Manager
Navy Federal Credit Union

William Peter Tabri manages the Modeling, Analytics and Technology group for Capital Markets at Navy Federal Credit Union. His core areas of responsibilities include the valuation of Navy Federal’s MSR portfolio, stress testing, model risk management, model validation, business intelligence, and risk management analytics. William oversees both mortgage pipeline risk management and MSR valuation applications. Prior to joining Navy Federal Credit Union, William worked in various groups within Enterprise Risk Management at Fannie Mae which included market, model, credit, and counterparty risk functions.  William holds an MBA from the Robert H. Smith School of Business at University of Maryland ... (view full description)

Gabriel Valenciana

MSR Asset Manager
SunTrust Bank


Head of the Servicing Asset Management and responsible for valuation, model and assumption development, forecasting, stress testing, sale and acquisitions, retention strategies.
 
Prior to joining SunTrust in 2010, spent 2006-2010 as VP of Analytics at Interactive Mortgage Advisors and from 2001-2005 as a member of the MSR valuation group at Phoenix Capital.  He has a BS in Business Administration from the University of Colorado, an MBA from Regis University and he is a CFA charter holder.
 

Jason Vinar

Managing Director
Two Harbors Investment Corp.

Jason is a member of the Investment Team at Two Harbors and focuses on managing and acquiring a portfolio of Mortgage Servicing Rights.  Two Harbors has been investing in MSR through both bulk and co-issue flow channels since 2013 and actively manages a portfolio of $90 billion position as of September 30, 2017. Since 2010, Jason has been a Lecturer, Master of Financial Mathematics at the University of Minnesota. Jason received a Bachelors of Science in Mathematics and Economics from the University of Wisconsin – Eau Claire, and a Master of Financial Mathematics from the University of Minnesota.
 

Thomas Walsh

President
Rushmore Loan Management Services, LLC

Tom Walsh currently serves as President of Rushmore Loan Management Services, a subsidiary of Roosevelt Management Company, responsible for management of mortgage assets including loss mitigation strategies, loan administration and mortgage servicing.  Prior to joining Roosevelt in August 2008, Tom served as Senior Vice President at Morgan Stanley for 4 years leading the servicing oversight function responsible for third party servicing relationships, master servicing and asset risk management for the retained and securitized mortgage portfolio. Tom also held the position of Department Head at Freddie Mac HOMESTEPS for 6 years and positions of Manager of Business Processes, Director of Opera ... (view full description)

Michael Wilkinson

VP of Business Development
Dovenmuehle Mortgage

No biography specified

Sydney Xu

Head of MSR trading
Citi Mortgage

No biography specified

Keith Yacko

Chief Compliance Attorney
McMichael Taylor Gray

KEITH M. YACKO is an accomplished legal counsel with over twenty (20+) years of experience advising mortgage loan servicers and lenders on all aspects of mortgage servicing, including foreclosures, bankruptcy, loss mitigation, litigation, eviction and REO/title. Mr. Yacko is licensed in Virginia, Maryland and the District of Columbia and is additionally admitted before the Fourth Circuit Court of Appeals. He received undergraduate degrees in history and accounting/finance from Gettysburg College in 1990 and his J.D. from George Washington University in 1994.

Brian Ye

Managing Director
JP Morgan Securities LLC

Brian Ye is a Managing Director in the Mortgage Strategy team at J.P.Morgan. He has been an Institutional Investor ranked analyst since 2006, focusing on prepayments, MBS pass-throughs and CMOs. Brian joined the firm in 2000 from Credit Suisse. Prior to that, he worked at Bear Stearns. He graduated from Dartmouth College and holds an M.S. from the Johns Hopkins University.  

Marty Young

Vice President
Goldman Sachs

Marty Young is the Senior Mortgage Strategist within the Goldman Sachs Global Investment Research division. Prior to joining Goldman Sachs, Marty worked at Freddie Mac, and was a professor at the University of Michigan Business School in the Statistics and Management Science department. Marty's research focuses on residential and commercial mortgage modeling, housing economics, and consumer credit. Marty holds a PhD from the University of Michigan and a BS from Case Western Reserve University. 
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Event Contacts for 6th 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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

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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