Scott Abernathy

Owner & Property Manager
Property Management, Inc

No biography specified

Mark Ainley

Managing Broker & Business Dev
GC Realty & Development, LLC

Mark Ainley is an investor, managing broker, and property manager with almost two decades of experience in real estate.  Mark has been a speaker at numerous events across the country including investing summits in San Francisco and Chicago. His extensive experience allows him to share his knowledge and experience on many topics like property management, scaling a business, rehabbing and flipping, out of state investing, asset stabilization, market analysis, and more.    Mark found his way into real estate by purchasing and flipping condominiums prior to the great recession and since He has built his own portfolio of rental portfolio alongside the creation of GC Realty & Development LLC ( ... (view full description)

Jorge Aldecoa

Director of Asset Management
Transcendent Investment Management

No biography specified

Russell Alt

Director, Operations
CrestCore Realty LLC

Russell Alt is the Chief Operating Officer for 6AM Core Collective, a strategic collection of entrepreneurial-minded companies on a mission to help people succeed. One of our operating companies is CrestCore Realty, a Memphis, TN based property management company that manages residential and commercial property throughout West Tennessee and North Mississippi. Prior to his promotion to COO of 6AMCC, Russell was the Director of Operations for CrestCore Realty and helped navigate the organization through entering a new market and acquiring a new PMC. Before coming to the 6AMCC organization, Russell held various executive roles throughout the country in the healthcare industry, most recently as ... (view full description)

Allison Ambrose

CEO
ARG Property Management

No biography specified

Jillian Anderson

VP, Business Development
Elmington

No biography specified

Jaron Bergeron

Director of Operations
Augusta Rental Homes

No biography specified

John Hope Bryant

Founder & CEO
The Promise Homes Company

American Banker magazine 2016 “Innovator of the Year”, Inc.’s “The World’s 10 Top CEOs” (honorable mention), and one of Time magazine’s “50 Leaders for the Future” named in 1994, John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. For the past two consecutive years, Bryant has been named in the "100 Most Influential Atlantans" listing developed by the Atlanta Business Chronicle that spotlights Atlanta’s top business and civic influencers.     Bryant is the Founder, Chairman, and Chief Executive Officer of Operation HOPE, Inc. the largest not-for-profit provider of financia ... (view full description)

Jay Byce

CoFounder & SVP
ResiBuilt Homes

Mr. Byce is co-founder & SVP of ResiBuilt Homes, a production homebuilder based in Atlanta which is revolutionizing the homebuilding business through innovative building techniques, modern sales processes and enhanced customer optionality to provide high quality, affordable workforce housing.  ResiBuilt has the land pipeline to build over 1,200 homes in the Atlanta MSA over the next two years and is in the process of expanding its footprint to other cities across the southeast.    His previous experience includes serving as Senior Vice President of Investments handling national strategic planning and execution for the start-up and growth phases of three single family REITs in ... (view full description)

Michelle Clark

Regional Vice President
Gateway Management Company

No biography specified

Vincent Deorio

Director, Mergers & Acquisitions
Mynd Property Management

Mynd Property Management is committed to making renting and owning real estate simple.  We leverage efficiencies with technology, process excellence and, of course, a great team to deliver excellent service to residents and owners alike.  Our history is rooted in Waypoint Homes, an award-winning public company that managed over 17,000 single family homes across the nation. At Mynd, Vincent leads the teams M&A efforts and is in charge of new market expansion.  Mynd has a unique approach to growth and is hyper focused on cultivating partnerships with top tier talent. We strongly believe that with the right people and relationships, Mynd can create value for all parties. ... (view full description)

Duke Dodson

President
Dodson Property Management

Duke Dodson founded Dodson Property Management in Richmond, VA in 2007.  DPM now manages over 5,000 units throughout Central Virginia.  DPM manages Single Family homes, multi family properties, office, retail and HOA's.  Duke is active in real estate development and specializes in urban historic rehab projects.

Josh Epps

Vice President and Chief Information Officer
Fickling & Co., Inc.

No biography specified

Brian Flaherty

COO
Global Strategic Business Process Solutions Inc.

Brian A. Flaherty, Chief Operating Officer Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA.  Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO.  In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider.  Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)

Randy Fleece

President
Gateway Management Company

  Randy Fleece serves as President of Gateway Management Company.  Fleece has served in this capacity for Gateway Management Company since March 2011.  During this period, Fleece has overseen the company, it has grown in size to over 190 conventional and affordable properties in 7 southern states. He anticipates continued management contract growth of more than 3,000 units annually.  Gateway manages for internal and external developers, and has 14 clients of all types.  Prior to joining Gateway Management Company, Fleece’s tenure includes serving as Senior Vice President for three different property management companies; all with portfolios that were similar to Gateway’s.   His managem ... (view full description)

Jared Garfield

President
ROI Property Group Management

No biography specified

Kit Garren

Founder/CEO
IPM/tonsofrentals.com

Kit has been an active professional in property management services since founding IPM in 1986. Today, IPM owns and operates two wholly owned management subsidiaries:  tonsofrentals.com® specializes in single-family homes and is a Certified Residential Management company.  IPM Association Services operates homeowners associations and is an Accredited Association Management Company. Current management portfolio covers three states and includes high end residential rentals and some of the nation’s most prestigious community associations.   Kit is a past president of the National Association of Residential Property Managers, and has earned the designation of Master Property Manager (MPM®) throu ... (view full description)

Gary Gentry

Senior Vice President
TaskEasy

No biography specified

Robert Gilstrap

Qualifying Broker
Title One Management

No biography specified

Emily Goodman Shortall

Owner/Founder
Harvey Goodman Realtor Property Management

Shortall founded Harvey Goodman Realtor Property Management Division. She is also the founder and owner of Ohio Valley Corporate Housing, an oilfield workforce housing startup.  She is a licensed Real Estate Broker in North Carolina, Oh, and WV. She is also an Adjunct Real Estate Professor at Belmont College. Prior to her position at Harvey Goodman, Shortall served as Vice President of Core Realty Holdings Management out of Newport Beach, CA where she managed over 5,600 residential apartments. Shortall has gained national prominence in the property management industry, having published numerous articles in national and international trade publications and has been a featured speaker at ... (view full description)

Scott Heimel

VP Sales
Property Frameworks

Scott is the Vice President of Sales and Strategic Relationships for Property Frameworks, one of the country’s leading single family property management companies. He is responsible for overseeing the management of 14,000+ units in over 30 markets. 

As a member of the NRT family of companies, Property Frameworks is backed by the strength and resources of the nation's largest real estate brokerage company. NRT is the nation’s largest owner and operator of residential real estate brokerages, and it operates in more than 50 of the 100 largest metropolitan areas in the United States. NRT is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY).

Raymond Hespen

CEO & Co-Founder
Property Meld

Ray Hespen is the CEO and co-founder of Property Meld, a maintenance automation software company.  Property Meld looks to reduce coordination costs by 60% while improving resident satisfaction.  

Ray’s background is rooted in the manufacturing business.  A degreed engineer, his previous roles have involved reducing operating expenses while improving quality and consistency.  He has taken this operational knowledge and combined it with technology to streamline the maintenance coordination process which is incredibly burdensome for property management businesses.
 

Bryan Jenkins

Principal Broker
AHI Properties

Bryan Jenkins is the Principal Broker of AHI Properties which has offices in Birmingham, Huntsville, Mobile, Montgomery, AL and Oklahoma City, OK. Bryan began his career with AHI in 1997 after serving 9 years in the U.S. Navy as an Aviation Structural Mechanic and the U.S. Army as an Airborne Combat Medic. Bryan originally joined the company as an operations manager for a subsidiary of AHI Corporate Housing, the flagship company of The AHI Group. After working for 2 years in this role, Bryan returned to WV to help support and grow his family’s business. In 2000, one of the principles of The AHI Group reached out to Bryan to return to Alabama to help kick off a real estate platform which woul ... (view full description)

Dawn Johnson

Broker and CEO
Back Stage Realty

Dawn Johnson became a Realtor in 2005 and obtained her broker's license in 2011. In her first years she worked as a sales agent and was in the top 3% in production in her association. In 2008 she developed and implemented a business plan creating a profitable property managment department for CENTURY 21 Wilson Minger Agency in Niceville Florida. As the Director of Property Management Ms. Johnson oversaw the management of over $75,000,000 in assets. She was an original founding member of her local associations Property Management Committee, which she chaired in 2013, and currently sits on the Property Management Committee for the Florida Association of Realtors which she chaired in 2016. Afte ... (view full description)

Brett Kersh

Principal
Terminus Realty

No biography specified

Scott King

General Property Manager
Reedy and Company

No biography specified

Matthew King

Owner
Blue Chip Maintenance

No biography specified

Amy Knauf

Managing Broker
Austin Patrick & Associates

No biography specified

Steven Kollar

Managing Principal
Cash Flow Properties/Renters First Choice

Steven Kollar purchased his first house at the age of 15 and continuals to buy sell and renovate single and multifamily homes today. He still owns that house today. His team have bought renovated and sold 1486 single family homes excluding packages one by one during this time and countless multifamily complexes. He not only talks the talk he walks the talk, as he maintains a full-time career of purchasing and solving complex real state problems around the country. Over the past 30 years he has learned a lot from the school of hard knocks of life first hand. Steven is a sought-after speaker in solving complex problems in real estate, with his experience and his thinking out ... (view full description)

Michael Krause

Partner
Atrium Management Company

No biography specified

Greg Kurzner

CEO
Atlantic Property Management

Nationally-Recognized Real Estate Expert Greg is the CEO and Broker of one of Metro Atlanta’s largest single family property management companies. Under his leadership, Atlantic Property Management has managed in excess of 2,200 homes for individuals, small groups and institutions such as Colony American Homes and Progress Residential. He has been a licensed broker for 27 years as well as a licensed commercial general contractor. Greg has completed 4 management company acquisitions in the past 3 years and is one of Metro Atlanta’s most productive realtors winning top honors for his sales production by the Atlanta Realtor Association. ... (view full description)

Isaac Kyle

Partner
GOAL Properties

Isaac W. Kyle is a Partner at GOAL Property Services, LLC (GOAL). While serving as the CEO of GOAL, Isaac developed the strategic business plan for the start-up, taking the organization from inception to managing ~4,000 single family rentals (SFR) in 13 markets. Simultaneously, Isaac grew personnel to ~55 full time employees in addition to developing multiple market locations throughout the United States during the first year of operations. With a passion for teamwork and leadership and a proven track record of building agile professional teams that produce results, Isaac’s work is grounded in a belief that successful leadership is about people, vision, teamwork and result ... (view full description)

Anne Lackey

Qualifying Broker/ Co-Owner
Rental Home Atlanta

No biography specified

Mark Lackey

Co-Owner
Rental Home Atlanta

No biography specified

Brad Larsen

Owner
RentWerx

No biography specified

Jay LaValley

Director Strategic Development
Nomadic Real Estate

Jay joined the Nomadic team in 2013 and was appointed to Director of Operations in 2018.  He is 100% ready and willing to do what others in the industry either refuse to or are unwilling to do.  He encourages his talented team to take an extreme ownership approach, to go above and beyond existing (and potential) client and tenant expectations. A polished professionalist, Jay graduated from UMass with an Economics Degree, is a retired competitive athlete turned coach/teacher, attended Law School, was an Assistant Vice President of a boutique Boston law firm, all prior to moving to the Mid-Atlantic.  Jay ventured and owned a small Baltimore gym for 7 years and most rece ... (view full description)

DD Lee

Owner
Skyline Properties Group, Inc.

DD Lee,  RMP® is the owner and broker of Skyline Properties Group, Inc, a full service real estate brokerage firm that specializes in residential and commercial property management and community association management with offices in Woodstock, Acworth, and Fayetteville. DD has been in the property management business for 14 years. She is the current President Elect of the Atlanta NARPM Chapter. She lives in Roswell with her husband and 3 children and actively volunteers with Rotary International as an Assistant Governor in Cherokee County. 
 
 

Clay Lehman

President
Resolute Asset Management

Clay Lehman is the owner and President of Resolute Asset Management.  Clay is a licensed CPA and Real Estate Broker (Florida).  Resolute Asset Management provides real estate management services for institutional investors nationwide.

Henchman LeMaistre

Executive Vice President
Colony American Homes

No biography specified

Art Lieb

Managing Partner
Provence Real Estate, LLC

Art Lieb came to work at Provence Real Estate in 2010 as the Director of Operations. In 2013, he was promoted to Managing Partner.  In this capacity, Art oversees the entire property management operations including leasing, marketing, maintenance, financial performance, reporting, human resources, IT, and investor relations. Art has over a decade of experience in property management, starting his career as a leasing manager of a student community in Gainesville, Florida. He worked his way up from on-site positions to the corporate level, spending four years as a portfolio manager with TriBridge Residential, responsible for 3,000+ units throughout the southeast. Art ha ... (view full description)

Chris Littleton

Owner
PMI Georgia

No biography specified

Spencer London

Rently Division Manager
Rently Keyless

No biography specified

Shomail Malik

Managing Partner
Apex Capital Group

No biography specified

Sean Miller

President
PointCentral

Sean Miller is the President of PointCentral, a subsidiary of Alarm.com, the leading provider of enterprise-grade smart home solutions to short and long term managers of single and multifamily properties.   Prior to PointCentral, Sean was global director of sales and business development for WeMo, Belkin’s Connected Home/IoT division. Before WeMo, Sean held several positions with Generac, including director of remote monitoring (Mobile Link), where he led the creation of a new business unit around an M2M/IoT solution that connected the company’s standby generators to customers, dealers and Generac corporation.   Sean has an MBA from Kenan-Flagler at The University of ... (view full description)

Charlene Minor

Business Partner
Bailey and Hunter, LLC

No biography specified

Andy Moore

Broker & CEO
choosegulfcoast.com

No biography specified

Mike Nelson

President
Excalibur Homes, LLC

Mike is the managing broker of Excalibur Homes, LLC which is one of a handful of companies across the country to receive the Certified Residential Management Company (CRMC) designation from NARPM.  Excalibur represents over 1700 rental homes in the Metro Atlanta area. Mike has a degree in Real Estate from the University of Georgia, is a licensed broker, has the GRI designation from NAR, along with the RMP and MPM designations from NARPM.  Mike teaches property management and real estate investing for NARPM, the Georgia Association of Realtors, and other real estate organizations across the country.  The Georgia Real Estate Commission selected Mike to serve on their Education Advi ... (view full description)

Deb Newell

CEO & Broker
Real-Time Leasing & Real-Time Consulting Services

Deb Newell, MPM® RMP® REALTOR® started rehabbing investment properties as a hobby in 1998, turning over 35 properties in 4 years and keeping most of them as rental investments. As a result, in 2001 she began Real-Time Leasing. The once "hobby" of rehabbing has evolved into one of the leading property management companies in Minneapolis/St. Paul and the launch of Real-Time Property Services, a wholly owned subsidiary of Real-Time Leasing, which offers rehabbing and maintenance services to a variety of large real estate investment groups.     In 2010, after speaking at several events and helping others “on the side”, Deb began Real-Time Consulting Services. Helping individuals and ... (view full description)

Mike O'Connor

Founder
Perimeter Property Services

Mike is a graduate of the University of Georgia with a background in IT and Management Consulting. After working in the consulting space, Mike took his experience and applied it to the real estate world. In 2013 he started investing in real estate with his business partner, and at his peak owned over 160 units throughout the state of Georgia. Using this experience in property ownership, Mike and his business partner started Perimeter Property Services, a residential management company focused on single family and multi family properties in the metro-Atlanta area. Perimeter Property Services was founded in early 2018 and currently manages over 400 units across Atlanta. Mike's focus is to cont ... (view full description)

Corey Oldknow

SVP Acquisitions
33 Holdings

Corey is a Real Estate agent specializing in investment properties in residential & commercial real estate. He is part of the founding team at 33 Holdings helping with market analysis, strategy and heads our Acquisitions & Dispositions. He comes with a great passion for real estate, politics and history. He has been helping to execute the vision we have set ourselves at 33 Holdings and helping formulate the strategies as part of the founding team. Building through acquictions 400 doors of SFR and Muti Family Units

Todd Ortscheid

Chairman
GTL Property Management

No biography specified

Phil Owen

CEO
OnSight PROS

Phil is the CEO of OnSight PROS, a national third-party property reporting company based out of San Antonio, TX. He has 14 years’ experience in project management and executive leadership.  

Phil’s primary professional mission has been to help Property Managers improve the quality and effectiveness of their property condition (Move-In/Out/Periodic) reports.  He has spent time in OnSight PROS’ 23 metropolitan markets across the country collaborating with Property Managers to that end.

Lincoln Palmer

EVP-Property Operations
American Homes 4 Rent

No biography specified

Michael Park

Managing Partner & Co-Founder
Rent Bridge, LLC

Michael Park is the Managing Partner at Rent Bridge Group, LLC . After managing the operations, sales, and metrics for thousands of residential properties across the nation, Michael advises property management companies on how to grow and manage their business. Michael is a seasoned real estate professional, executive level manager, and entrepreneur. Michael has been involved in thousands of residential real estate transactions while working in property management, as a partner at a large, multi-office real estate law firm, a regional title insurance executive, and as founder and owner of a successful real estate law firm. Michael has been featured on Fox 4, KLIF 570 AM, KRLD ... (view full description)

Sanjay Raghavaraju

Founder & CEO
33 Holdings, LLC

Sanjay is a seasoned Technology Executive & Investor with great passion for Real Estate & Technology. He is responsible for the Vision & Strategy of 33 Holdings and brings in the needed funding and investor relations to help grow the Company. He has an unparalleled track record of leading teams to greatness through improved synergies, leadership, operational excellence and relationship building.

Josh Roach

Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments

No biography specified

Steve Rozenberg

Co-Founder
Empire Industries Property Management & Realty Services

Steve Rozenberg is an entrepreneur, international commercial airline pilot flying the famous Dreamliner 787, real estate investor, CEO, business strategist, international speaker and a leading expert in real estate investing.  His company Empire Industries is considered one of the top residential property management companies in the United States, providing frustration free property management by investors for investors.    Steve is a full time commercial airline pilot flying the Dreamliner 787 and the CEO and co-founder of Empire Industries Property Management and Realty Services based in Houston, TX.  Empire was started in 2012 with a mission to approach property management fro ... (view full description)

Rachell Runion

Managing Broker
Truhaven Homes

Rachell Runion is a mother of three, a wife, a friend, a dog mom, a giving community member, and the Owner/Broker of TruHaven Homes Inc in Atlanta, Ga. and TruHaven Homes LLC in Highland Park, Il.  Rachell has been in Residential Property Management since 2005 and Residential Sales since 2009.  She founded TruHaven when she saw the need for full-service management for the "reluctant landlord". Many clients are able to keep a beloved home as an investment when caught off guard with a transfer,  or just want to diversify their investment in their future.  She and her team have lead the way in service, reputation and value for the luxury market.  Her no-nonsense style, sincere communication, an ... (view full description)

Paul Rush

President
Augusta Rental Homes

Paul Rush became interested in real estate after reading Rich Dad, Poor Dad. The book inspired him to finish college early and pursue a life of real estate investing. After buying and selling more than 100 properties in a few short years, he decided that buying and holding real estate long term was his key to financial success.  Paul now has more than 10 years of real estate investing experience. He continues to buy and sell properties but has found his passion lies in building and improving his management company, Augusta Rental Homes. Paul and his management team strive to use technology and proven systems to provide great service to all of their tenants. Paul’s current real es ... (view full description)

Peter Schravemade

Strategic Relationship Manager
BoxBrownie

No biography specified

Yira Sen

Director of Property Management
Atlanta Fine Homes Sotheby’s International Realty

No biography specified

Shaun Shenouda

REI Program Manager,COO
SES Risk Management

COO of SES Insurance, where he is primarily focused on delivering customer value through innovation and service excellence.   Shaun has over 15 years of experience offering master-policy Property & Casualty insurance, service and technology to financial institutions.  Prior to joining SES, Shaun held the position of Senior Vice President of Integrated Solutions and Analytics at QBE, where he was focused on business transformation, customer experience optimization and M&A integration initiatives.   Shaun has a degree in Management Information Systems and received his MBA from Pepperdine’s Graziadio School of Business and Manag ... (view full description)

Douglas Skipworth

Co-founder & Principal Broker
CrestCore Realty LLC

Since 2007, Douglas Skipworth, CPA, CFA has purchased hundreds of buy-and-hold rental properties for himself in Memphis, TN, and his company, CrestCore Realty, manages all of his properties and thousands more for investors all around the world.

Jennifer Stoops

Senior Vice President
Park Ave Properties

No biography specified

Thad Tarkington

CEO
FilterEasy

No biography specified

Linda Thrasher

Founder & CEO
Grace + Lloyd

No biography specified

Chris Turner

Broker & Owner
Turner Properties

Chris Turner has been investing in real estate since 1993. He began buying and renting homes while stationed in Alaska with the US Air Force. Originally from Greenville, SC he decided to move back to South Carolina and settled in the Columbia area. He began purchasing rental properties and handled the management, maintenance and screening of tenants himself. Over the years he’s learned many lessons while managing his own real estate investments. Chris applies the lessons he’s learned to keep his clients from making those same mistakes. While he was with Century 21 Bob Capes realtors he worked with homebuyers and sellers helping them navigate the sometimes complicated world of rea ... (view full description)

Sarah Turocy

Managing Broker & Director of Development
Sloane Realty

No biography specified

Rick Venetico

CoFounder
Cash Flow Michigan

Rick originally got his start in the real estate world in 2009 as he began his career in the lot acquisition realm. He started out working for a 30 million dollar investment group where he provided turnkey rental properties for oversea investors. He then helped form RockPoint Homes where he specialized in the analysis, acquisition, renovation, and disposition of distressed and opportunistic residential real estate in specific micro-markets. As a managing principal member, Rick oversees all aspects of the investment and brokerage of the company, providing oversight and expertise to both the acquisition and disposition of assets. He aptly applies this market experience and extensive real estat ... (view full description)

Phillip Vera

Chief Executive Officer
Auben Realty

No biography specified

Tim Wehner

Vice President of Single Family Management
Dodson Property Management

No biography specified

Matthew Whitaker

Founder & Director, Market Development
gkhouses

Matthew is a student of the book Good To Great and is passionate about building gkhouses to become the best property management company on the planet; and maybe even the universe if Elon Musk will hurry up. To do that, he spent the first seven years of gkhouses in the trenches but now focuses most of his time facilitating growth in other markets. Entrepreneurship runs in the family. His wife runs a successful business called Engaged. You can usually find Matthew at the baseball field with his son, at a dance recital with his daughter or at his favorite restaurant with his wife, when he’s not in the office. And if you can’t find him any of those places, it probably means he’s traveling. Homet ... (view full description)

Adam Whitmire

VP, Acquisitions
The Whitmire Group, LLC

Adam Whitmire is a third generation investor/developer with over 15 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with ... (view full description)

Matt Wood

Founder
Perimeter Property Services

Matt graduated from the University of Georgia in 2010 and started working at a large consulting firm. In 2013, he started investing in real estate with his business partner. Their first investment was a small house in Stone Mountain and then he decided to scale quickly. Using partnerships and raising money, his next purchases was a 32 unit, a 100 unit and a 16 unit apartment complex. At the peak, he owned around 160 units in 2 states with some other equity partners.  Along the way, Matt got his real estate license, quit his day job in consulting and began working with investor clients. He and his business partner decided to start a property management business called Perimeter Pr ... (view full description)
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Event Contacts for The 2nd Annual Residential Property Management & Operations Forum

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*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing 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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