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Small-Group Meeting for Owners & Flippers Only
You’ve made the plunge and now are a full-time SFR investor. This session is a unique opportunity where you will hear your peers discuss issues such as… What kind of staff do I need? Systems? What should I outsource? What is my expertise? My local market is getting expensive for SFR… Should I look at another market or, look at multifamily? What kind of financial terms are available from non-local banks.
Small-Group Meeting for Owners & Flippers Only
Looking to scale up your flipping business? Find and keep crews so you can grow? Unearth more supply on the cheap? This interactive discussion will delve deeply into all your issues concerning acquisitions, financing, rehabbing and more
The 2019 conference kicks off with an extended panel that packs a serious punch: industry leaders will dissect the state of the SFR market from their various perches and assess the challenges and opportunities that await us all in 2020. We look forward to 80 minutes full of critical insights, debate, and content that will set the stage for the three fantastic days to follow.
• Capitalization and expense strategies
• Are you planning for a recession? Are you changing your acquisition or, financing strategies?
• How are you dealing with the cap rate compression and declining HPA?
• Which markets are you expanding into and why
• Company vs. portfolio acquisition
• What is Wall Street looking for?
• iBuyers… Friend or foe?
• What goes on behind the scenes?
• Do you make money on the flip or, the show?
• Revenue streams from conferences and events
• How intrusive is the TV experience? Does it impact your real business?
• How much is real? How much is staged?
• How do you sell your flip?
• Impact of higher prices and costs on your business?
• What do you do when the camera isn’t on?
Pete de Best
Tarek El Moussa
• Seller paperwork? Title problems? What is the #1 deal killer?
• What type of tech are you using to assist? Local market evaluation and other uses
• What do you consider too expensive? What pricing determinants do you think are under-used vs. over-used?
• Role of home age in valuation
• Impact of rising housing prices in primary markets on acquisition strategies
• How much of a role does the appreciation factor into your offer price?
• Does build-to-rent affect your acquisition pricing and strategy?
• Portfolio vs. individual home approach
• With the decrease of REO and distressed product are you focusing on the stabilized products?
• Best practices for large portfolio purchases
• Touring the property: What to look for that others don’t?
• Evaluating the 30 year market
• Role of market performance in deal terms
• Rates, LTVs and other costs
• How do you evaluate a company and project before financing?
• Portfolio refinancing deals
• What happens when a deal goes south?
• Any changes in underwriting strategies?
• Markets: Which ones are you in on? Which ones are you redlining?
• Will build-to-rent become the first choice in acquiring new homes?
• Will I-Buyers squeeze out the large and mid-size buyer?
• What technology will go from small to big deal?
• Will you need 5G compatibility?
• As Gen Y has families and the “I” generation comes of rental age how will the market change?
Brian A. Flaherty
• What are some of the numbers you look for before taking the plunge?
• Permitting : The good, the bad and the ugly
• Timeline from purchase, zoning, entitlements and breaking ground
• Surveys and other phases one best practice
• Suburban master-planned communities vs. urban and infill land expense
• Have you had to adjust your terms for various geographic markets regions?
• Based on the markets that you do business in, where are you seeing the most opportunities and least opportunities
• Customer mistakes that you hope you will never see
• Funding and financing: securitize vs. sale vs. hold on books
• Special consideration when financing luxury flips
This panel will consist of 2-3 owners asking pointed questions to vendors the types of questions you would want to be answered when evaluating a particular system for purchase. Audience participation is encouraged.
Brad Larsen, Owner, RentWerx
On the Hot Seat:
Daniel Shaked, Founder & CEO Home 365
Andre Sanchez, VP of Operations, Rently
Demetrios Barnes, COO, SmartRent
John Higgins, Co-Founder & CEO, Steady Marketplace
Use code: SPA50 Discount ($50.00 off) Valid Sun. – Thurs.
Valid on any one-hour spa Service, excluding Salon and Fitness. May not be combined with any other discount and may not be combined with Spa Finder gift cards.
Hotel Dining Options
Rently is proud to host a Women in SFR Networking Reception! Please join us to discuss common experiences, seek advice on the unique challenges women face in this industry, and share a glass of champagne (or two). Come hear from some of our industry’s leaders including:
- Tina Mortera, SVP Marketing, Progress Residential
- Nicole Conniff, VP Marketing, Tricon American Homes
- Cheryl King, VP Investments, Invitation Homes
- Carrie Martz, Brand Strategist, Christopher Todd Properties
- Sparkle Allen, VP Marketing and Customer Experience, FirstKey Homes
- Mercedes Torres, CEO & Co-Founder, Epic Real Estate and CashFlow Savvy
- Margaret Potter, CEO, Camillo Properties
Small-Group Meeting Open to All Attendees
As build-to-rent increases in popularity, it is of great importance that all SFR participants have a working knowledge of the key terms, the differences between BTR, SFR and flips, and key decision points. This interactive session will details these key issues and answer all of your questions.
• Are you planning to convert some of your portfolios to rentals? Why? What are the differences compared to the usual SFR?
• Vacation homes are all I ever wanted…
• What do you need to know about the corporate rental market? Off-campus student homes?
• Local government regulation to look out for
• Interior design vs. traditional single family
• How much revenue do you generate vs. traditional SDR? How much additional costs does the management and maintenance side of things add?
• Winter on the shore, summer in ski areas: What to do when off-season?
• Systems and technology to help manage
• Traveler and business trends
• What are your buy boxes?
• Which markets are you interested in? Why?
• Market segmentation: looking at different income levels and housing options
• Role of public homebuilders
• BTR 5 years from now…
• Building single-family vs. townhomes, duplexes, triplexes or quads
Dennis Cisterna III
• How do you finance your flips?
• Why did you choose your lender?
• How much equity do you put in deals?
• Do you get the financing deal-by-deal or use a line of credit?
• Equity financing sources
• I would do anything for debt but, I won’t do that…
• Are you changing your financing approach as home prices increase?
• Comparing build-to-rent and different vintage homes, what you need to do and cost?
• How are you finding and retaining maintenance teams?
• What is your strategy to keep costs down?
• What is present in the best technology solutions?
• Preventive maintenance programs: How much do you expect to save? What are the other benefits?
• Maintenance on the turn
• Property acquisition financing
• Agency financing available
• Milestone draws and structures for partial delivery schedule
• Role of implied equity
• How much loan-to-cost will construction loan finance? Loan to finished value?
• Loan length, terms, fixed vs. floating
• Recourse vs. non-recourse
• Post-stabilization finance
• What is your target home?
• How much do you spend per flip?
• Do you pre-determine what you are going to rehab or do you look at houses on a case-by-case basis?
• How are you dealing with the rising cost of materials and labor? How about keeping and finding crews?
• What do you do if you have difficulty in selling?
• Selling to the public vs. selling to institutions
• Do you play in disaster areas?
• How long does it take to obtain funding vs. bank?
• Role of appraisal
• How far up the leverage curve will you lend?
• Cross-collateral loans
• How much borrower experience do you look for?
• Extending the bridge loan until property stabilizes: What are the options?
• Using bridge loans to scale up a portfolio
• Term, amortization, DSCR and LTC
• Choosing the right floorplans
• Who are the staff & critical subs to manage How are you finding them?
• What are the most important steps in the build process
• How long should build times be? How can you condense build times?
• Managing permits and inspections
• Ways to reduce material costs
• Dealing with delays by subs and weather
• What should the cost per square foot be?
• Modular and pre-fab solutions
• Amenity mix and ROI
• Market-specific considerations
• Best practices in an over-valued market
• Long-distance flipping: What are the best practices and processes you use to flip outside your local market?
• What to do in a slow-moving market? A market retreat?
• When do you use rent-to-buy options as a disposal method?
• Financing available
• What goes into your rehab? What impacts this decision?
• Is doing less deal-keeping and more equity a better option in an environment of fewer flips?
• Where are you finding deals?
• What is your current strategy? How many homes have you bought or sold in the last year? 3 months?
• What are your buy and sell fee structures?
• How much do you spend on the flip? What are your margins?
• What are some of the things that go into the black box?
• Working with online information providers to feed into the black box
• Anatomy of a direct offer within 24 hours
• Buying & selling retail vs. institutional
• How much interest is there in the homebuilding community for joint ventures?
• How are JVs structured?
• Master-planned communities
• The big public homebuilders: What kind of structures work for joint ventures?
• Single vs. programmatic JVs
• What are the key negotiation points?
• Construction vs. operating JVs
• JVs vs. other financing options
• How much do the different approaches cost? How much can you save?
• How many properties do you need to make in-house management worthwhile?
• Exclusive brokers agreements vs. in-house
• Handling markets outside your usual geographic area
• Working with institutional vs. turnkey clients?
• Building internal teams vs. virtual assistants
• How does new technology, such as AI, help to reduce costs?
• How did you find your last new hire?
• What would a recession mean to occupancy? Rent growth? The industry in general?
• What can you learn from multifamily?
•What effects are interest rates having on investors participating in the markets, and as investors proceed with caution are prices starting to drop?
• Rent growth & HPA update : A look at different local markets
• Where are bumps developing? Already developed?
• Individual markets and where they are in the market cycle: What is changing?
• Historic returns of different SFR sub-asset types
• Trade wars, tariffs and the impact of higher material and personnel costs
• Are you selling or keeping? What are your main channels? Determining a price?
• Maintenance expenses and turn costs compared to traditional existing construction single-family homes and multifamily
• Are the leasing practices different in any meaningful way from the way you do it compared to existing construction?
• Does your build to rent product lease any faster? Which tenant demographics are most attracted to the new construction product?
• Do you get higher rents on new construction? How much higher? For how long?
• Operating and performance metrics vs. other
• Investing in operating businesses
• What is driving Opportunity Zones' growth?
• Taxing tax complexities
• The role of infrastructure in reviving a neighborhood
• Do you need to structure as a fund? What are the structural options?
• The admin side of things
• Legal ins and outs
• Creative financing out there
• Engaging communities and getting them on board
John Hope Bryant
• Freddie and Fannie: What types of programs are still available?
• Local banks vs. specialist SFR financing
• Flips, Build-to-rent and Single-Family Rentals: Which sources like which product?
• When is hard money the best solution?
• Securitized vs. un-securitized players
• Length of time from application to money in hand?
• What technologies are available to assist?
• Cost of being proactive vs. reactive
• Market-specific considerations
• Impact of home age
• Tracking key dates
• Rehab for sale to institutions vs. retail vs. hold for portfolio
• Expected ROI on different rehab and amenities
• What are the rehab funding options?
• Rehabbing using contractors vs. staff
• Role of rehab amount and turnover costs vs. tenants’ length of stay
With the election less than a year away an owner of single-family rentals must start by thinking about what the potential changes can be for the housing market and how these changes may impact the market and their investment strategy. This discussion will focus on such questions as: How is the Trump administration looking at housing? What are the differences among the plethora of Democratic candidates? Will the GSE reform finally go through? How will immigration and other policies impact housing?
• Complying with the latest ADA and Fair Housing regulations on tenant recruitment, screening, and management
• Increasing Rent: Is annually the best practice? Best techniques? Consequences?
• Rent control compliance in an era of increasing regulations - How do you go about it?
• Rent determination and increases vs. turnover costs and vacant time
• Why do your tenants renew? Keeping good tenants… Longer-term leases vs. unit substitution vs. incentives
• Identifying the right time to turn a default over to the lawyer?
• Class “A” vs. “D” tenants
• Service or support animals: What you can and can't ask?
• How much new business has your blogging brought in?
• The marketing spend, SEO and ROI: What has had the most bang for your buck?
• The role of the broker in an era of broker-less tours and virtual exploration
• What kind of financing did you use for your last acquisition?
• Equity raising: What are your preferences?
• Is non-recourse worth the extra money?
• How do you finance rehab and maintenance?
• Lines of credit and other short-term options
• How did the refinancing go?
• Is the increase in debt in the market resulting in better loan terms?
• Floating or fixed?
Small-Group Meeting Only Open to Owners & Flippers
Looking to get bigger or, sell out? Just opened up another new market and wondering if you should bring property management in-house? With the high cost of acquisitions should I start looking towards build-to-rent? This peer led discussion will focus on the key issues facing large SFR investors today.
I-buyers, on-line investor tools, and market places are some of the newer options available, but your traditional real estate agent is still a big clog in the machine. This session will discuss the various types of transactions out there, why and when it is better to use technology and when it is better to use a traditional broker.
• Who is responsible at your shop for vendor management? Why?
• Credentialing and accounting
• Compliance, risk mitigation, and performance measurement
• Utility management solutions
• Reporting options
• Procurement and negotiation best practices
• The last screw up: How did you resolve the problem?
• When is it time to end a relationship?
• RFPs on new services
• Changing a vendor, What are the key factors?
Small-Group Meeting Only Open to Owners
How are you achieving scale? What are some of the pitfalls of your recent growth? What specific changes are you making & technologies deploying in the coming year? What tools do you currently employ that you could not live without? Are among some of the questions that we will discuss during this small group meeting
Featuring 2 SFR sales pitched to potential buyers followed by a Q&A period for each of the transactions.
Tank Leader: Jeff Cline, Executive Director SVN | SFRhub Advisors
The Sharks: Is Interested In Acquiring Portfolios Of Homes…
Jake Sprotte, VP of Acquisitions, Amherst Residental
Wade McGuinn, CEO, McGuinn Hybrid Homes
Mike Tamulevich, CEO, Marketplace Homes
Lauren Taylor, Principal Realty Haven & Rent Haven
The Property Owners: Will Present The Portfolios For Sale-
RJ Palano, Buy Cash Flow Properties
Anthony Stansberry, ResiBuilt Homes
Thad Switzenberg, SVN| SFRhub Advisors
• What is the latest fee you’ve instituted? How much revenue?
• How much money can you make from pets?
• Options for build-to-rent communities
• Do kitchen amenities return well?
• Does going green make green?
• For the children and teens…
• What is your schedule to update amenities?
• Utility metering: The latest available
• What are the newest gadgets and gizmos that you must include in your tenant portal?
• What technologies do tenants not know they need until they have it?
• What are the best resident’s AI applications out there that you can make money on?
- Fee earning potential
- Finding interested parties
- Other selling to tenant options
- Aligning interest and reporting
- Predatory lending and other compliance & regulatory issues to watch out for
- ROI of selling the tenant a property vs. keeping the customer as a tenant
- Who pays for repairs?
- Sell-to-rent platforms
• What are the key factors in finding markets about to rise?
• When does the big market appreciation usually happen? When is it too late in the local cycle to invest?
• Smoothing over the negative politics of tenant displacement
• Neighborhood building as a strategy
• Determining the demographic to target
• Opportunity zones and other public programs to take advantage of
• Returns of low-end homes
• How did you find your last distressed home portfolio?
• When do you sell?
• When do you re-brand?
• Getting some financial breathing room… When does refinancing make sense?
• The natural disaster play
• Distressed properties in opportunity zones
• Rehabbing strategies
Michael Del Prete
• Are you planning for a recession? What are you doing from an operational standpoint?
• In & out: Why do you sell properties?
• Maintenance of BTR vs. SFR
• Tenant management and renewal: What works best?
• Peripheral SFR profit centers: What is the latest new profit center you added? What is the ROI?
• Building your in-house property manager vs. outsourcing
• Tomorrow's resident technologies: What have you added?
• Vendor management best practices
• Finding New Residents: What is working the best?
• Strategically pruning your portfolio: What are the characteristics of homes you are looking to sell?
• What kind of returns is available today?
• If you can’t get your price what do you do?
• Sell individually to retail and tenants vs. portfolio sale
• So many portals… so little time… how can you choose?
• Have you used i-buyers to dispose of any asset?
• NOI of disposed of or to be disposed assets
• What are you doing with the cash proceeds?
• What are the NOIs in these different types of markets?
• What kind of demographic is urban vs. suburban renters?
• How does location impact your acquisition strategy?
• Schools are so important, what is second?
• Walkability, public transit, and their importance
• Labor availability and wages
• How much property tax can you carry?
• Ex-urban and rural markets
• Build-to-rent and fix and flip product
• How did B/C markets hold up during the last downturn?
• What trends are you watching? What are you planning on doing differently in 2020 to react to your expectations of future market conditions?
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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 firstname.lastname@example.org 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
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).
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.
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).
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.
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.
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.
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
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.
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.
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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