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Brad A. Molotsky

Partner
Duane Morris LLP

Brad A. Molotsky is a partner and practices in the area of real estate law. He serves as the co-head of the firm’s Opportunity Zone practice and is a team lead for the Duane Morris Project Development/P3 industry group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and capital deployment, development, commercial leasing (including a focus in cannabis leasing), acquisitions and divestitures, financing, public-private partnership (PPP or P-3) and real estate joint ventures (including mixed-use and multi-family development). He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit, ... (view full description)

Raoul Amescua

VP Development
The Michaels Organization

JT Bailey

Owner
Bailey Technology Group

JT Bailey is a technologist and student housing professional, focused on using technology to improve the experience of end-user, corporate, and ownership level stakeholders. After nearly a decade of property operations at the largest third party manager of student housing in the industry, JT left to form Bailey Technology Group. With his career starting as a community assistant while attending Texas A&M University, JT held multiple property-level operations positions before moving to a corporate role focusing on the expansion of Entrata’s product suite and development of internal reporting systems. Prior to leaving the company, JT was a S ... (view full description)

Demetrios Barnes

Chief Operating Officer
SmartRent

Demetrios Barnes oversees operations and business development at SmartRent. Prior to joining the team, he was vice president of technology operations for Colony Starwood Homes, leading the charge in the internalization of property management across 12 states and the merger between Colony Starwood Homes and Starwood Waypoint Homes. Previously, Mr. Barnes was director of property management and technology with Beazer PreOwned Rental Homes, and a regional manager for several multifamily companies. Mr. Barnes holds a BS in business administration from Arizona State University.
 


 

Brantley Basinger

Principal
Mallory & Evans

Brantley Basinger is the director of development and acquisitions for both Mallory & Evans Development and Mallory & Evans Partners. Mr. Basinger has been affiliated with Mallory & Evans Development, which develops high-quality private student housing under the Bellamy brand, for over a decade. He is also spearheading the development of innovative multifamily housing for young professionals in a mixed-use community through his additional role with Mallory & Evans Partners. He is also responsible for capital procurement and the sourcing of debt for both firms. Prior to joining Mallory & Evans, Mr. Basinger worked with Regency Centers, one of the nation's ... (view full description)

Mark Baumgarten

Executive Vice President, Property Management
Trinitas

Mark directs property management operations and is responsible for the success of Trinitas’ student housing portfolio. He brings over 25 years of sales, project management, and property management experience in residential, mixed-use, and commercial real estate to his role. Prior to joining Trinitas, he served as a vice president at General Growth Properties and was a director for American Tower Corporation, the second largest REIT in the U.S. Mark earned his Master of Business Administration, with distinction, from the University of Illinois Urbana-Champaign. He received a Bachelor of Arts from Michigan State University’s James Madison College with a concentration in socioeconom ... (view full description)

Tim Bradley

Founder
TSB Capital Advisors

Victor Burgos

National Sales Director
MPL Company

Proudly serving the Student Housing, Hospitality, Multi-Family, and Senior Housing Segments with durable cast-polymer panel surrounds, shower pans, shower doors and accessories -- since 1962. Discover why our customers say we're easier to work with, offer better quality products, delivered on-time, at a great price. Made in the USA with only the highest-quality raw materials. We are MPL!

Michael Carouba

COO
LandPro Development Group

Michael is a founding partner and Chief Operating Officer of LandPro Development Group LLC and is responsible for identifying development opportunities throughout the US in university markets. In this role, Michael is responsible for structuring acquisitions and overseeing the entitlement process of new developments. As a land acquisition company, Michael is also responsible for the strategic partnerships with the vertical partners selected to build the project. LandPro’s annual development pipeline delivers in excess of 1,000 beds for purpose built student housing projects around the country. Before joining LandPro, Michael was director of acquisitions for Apartment Renovation Group. ... (view full description)

Andrew Cederlind

COO
Conversion Logix

Andrew is the COO of Conversion Logix, a digital advertising agency that specializes in driving online shoppers to make offline conversions. Their new software, The Conversion Cloud, drives additional leads from their clients’ existing websites and helps businesses understand what campaigns are driving the most conversions and how best to optimize for them.Andrew joined Conversion Logix in 2011 as employee #3 and has helped grow the business to over 65 employees and almost 1,000 customers.  Andrew is a digital marketing expert and has helped build (and rebuild) the systems to help the company scale and grow. He has experie ... (view full description)

Curt Christian

President & CEO
F3

My first love was music. After touring across the country for years, I moved to LA to land a recording contract. After my music career I purchased a factory where it became passion. I started a factory that designed, manufactured and supplied top sellers like Pottery Barn, Crate & Barrel, Restoration Hardware, Z Gallerie, Neiman Marcus, Bloomingdales. This gave me an understanding what fashion forward customers want. I learned how cutting corners kills the bottom line. Where to find the best resources around the globe. I jumped into Asia early to lock up reliable manufacturing partners and never looked back, F3 applies these lessons to the colleg ... (view full description)

Grant Collard

CEO
Redstone Residential, Inc.

Grant is the co-founder and CEO of Redstone Residential, a Provo, Utah based student housing investor and operator with a portfolio of approximately 28,000 beds across 16 states and three countries. At Redstone, his focus is primarily on business development, deal sourcing, fundraising, as well as the financial operations of the company’s portfolio. Since 2009, Grant has grown Redstone Residential from less than 600 beds to 28,000 beds of student housing. In addition to his management experience, Grant has  served as general partner in $650mm of student housing acquisitions and developments. Grant started his career as a financial analyst with Peak Capital Partners, where he worked in acquis ... (view full description)

Michael DiSimone

Director of Acquisitions
MJW Investments

Thomas Errath

Managing Director
Harrison Street

Mr. Errath is Senior Vice President, Director of Research and Strategy for Harrison Street Real Estate Capital, LLC. In this role Mr. Errath directs Harrison Street’s research process for its primary investment sectors of education, storage and healthcare real estate. Research at Harrison Street is used as a strategic tool to guide operating and investment strategy for Harrison Street’s portfolio. Mr. Errath also leads new business development efforts for Harrison Street as it contemplates growth strategies into new markets and complementary real estate segments. He formerly was responsible for boat storage acquisitions and asset management and maintains involvement in those areas. ... (view full description)

Andy Feinour

President
Student Quarters

Andy is an authority in student housing with more than 15 years of experience.  As President and CEO of Student Quarters, Andy is responsible for generating high yield returns for investors by acquiring underperforming properties and growing NOI through upgrades and enhanced management.  Utilizing deep industry knowledge and consulting experience he has been able to assess, acquire and improve properties while keeping student needs a priority.  He built the Student Quarters portfolio to approximately 5,000 beds.  Prior to starting Student Quarters, Andy was Senior Vice President of Carter (2009-2012) and Vice President of Holder Properties (2001-2008).  Andy also spent four years with the Bo ... (view full description)

Scott Gale

President
Ventus Group

Determined to find and execute on opportunistic real estate opportunities, Scott Gale formed Ventus Group (“Ventus”) in 2006. From 2007-2013, Scott acquired nine distressed properties from various banks and builders, located throughout California and Oregon. Since 2014, Ventus has dedicated its efforts solely to The Fig. During this period, Scott and his team assembled more than eight contiguous acres in a prime Los Angeles location, all along advancing the design, analysis, and entitlements for The Fig-  a 4.42-acre mixed-use development (hotel, residential, retail). Prior to forming Ventus Group, Scott served as Vice President of Land Acquisition at Shea Homes where he acquired 3,146 ... (view full description)

Vivian Gao

Director of Investments
BCEG International Investment - US

Brittany Herringshaw

VP of Student Housing
Foresite Realty Partners

Ms. Herringshaw joined Foresite Realty in 2015. She has experience in housing markets in Connecticut, Delaware, Florida, Indiana, Illinois, Kentucky, Louisiana, Maryland, Michigan, Missouri, Ohio, Pennsylvania, Wisconsin, and Wyoming. Ms. Herringshaw has over ten years of management experience, with eight years in student housing. Her background includes working for one of the largest student-based housing corporations in the country as well as smaller independent complexes, with years of on-site experience. She has a strong background in the leasing process and an extensive understanding of the trends in college-town housing markets. She is successful in coordinating & supervising ... (view full description)

Ian Husted

Senior Investment Associate
Woodbourne Investments

Mr. Husted joined Woodbourne in 2014 and has five years of experience in multifamily real estate investment and asset management. He is a member of the investment team and focuses on student housing acquisitions and developments, working on all aspects of underwriting and execution for Woodbourne's student housing investments.
 
Mr. Husted holds a B.A. in Economics and a B.A. in Mathematics from the Occidental College, and is a CFA charterholder.

Jared Hutter

Managing Principal & Co-Founder
Aptitude Development

Jared Hutter co-founded Aptitude Development (and its predecessor BLVD Equities in 2014) with the intention of building ground-up purpose built student housing throughout the United States. Jared's expertise and focus is on picking new markets, entitling the projects, and developing the best student housing locations around the country. With Aptitude, Jared oversees all site selection and acquisitions, market/ site feasibility and financial analysis, equity raise and investor management Prior to starting his own firm, Jared was involved in the building, purchase, and management of several hundred million dollars of real estate throughout all sectors. Jared Hutter holds a Bachelors of S ... (view full description)

Jake Jarman

Chief Operating Officer
Redstone Residential, Inc.

Jake is COO and Principal at Redstone Residential, Inc. – particularly overseeing his staff in creating a successful lease-up each year. While at Redstone Jake has led the takeover and property management of a $200mm fund acquiring assets all over the country. He is a well-known customer service and sales guru – he has directly overseen the lease up of Redstone’s entire portfolio. Jake’s energy and enthusiasm have propelled Redstone into new States and created strong alliances with vendors, residents, and universities alike. Prior to Redstone, he was CEO at Rustica Hardware, taking it from a startup to the multi-million dollar business it is today. Jake graduated from Brigham You ... (view full description)

Greg Jasper

Partner
Amstad Developement

Jeff Jobe

CEO/Owner
Conversion Logix

Owner and CEO of Conversion Logix, Jeff Jobe has spent the past decade reshaping and optimizing how student housing and residential communities utilize digital marketing. With a strong understanding that filling empty units is paramount to any metric, Jobe is dedicated to providing leads, tours, and leases to his clients. Jobe has built a team of industry experts and software developers to provide industry-leading marketing campaigns and cutting edge software solutions to the housing industry. Accruing accolades such as Google Premier Partner, Facebook Marketing Partner, Inc 5000 Fastest-Growing Companies Award, and the 5th Fastest-Growing Private Company in Washington state; Jobe has a prov ... (view full description)

Jenean Kaiser

COO
Synergy Fiber

K. Jenean Kaiser is responsible for enhancing the internal organization processes and providing an integral link between departments to execute Synergy Fiber’s mission. Synergy’s mission is to excel at providing internet connectivity and managed communications services. Jenean’s passion is cultivating the organizational values and instilling a “coaching” culture. With over 20 years at Synergy, she provides a strong strategic direction and a wealth of expertise in telecommunication services. She has a performance history of managing projects, collaborating with project teams and deploying technology to build successful solutions. She sits on the board of World Fiber Ne ... (view full description)

Chance Kidd

General Manager
GHP Management

Chance Kidd is the General Manager for The Lorenzo Apartments near USC, one of the largest luxury student housing properties in the nation, comprised of 3,648 individual bedspaces across 913 residential units. In this role leads a team of 75 staff members across seven departments including Leasing, Resident Services, Accounting, Marketing, Security, Packaging, Maintenance & Facilities. The Lorenzo is GHP’s only student housing asset.Chance holds the Accredited Residential Manager, ARM ®, designation from IREM and has nearly 8 year ... (view full description)

Douglas Kligman

CIO
Vesper Holdings

Mickey Kropf

CEO
Vector Travel

Mickey Kropf is the Co-Founder and CEO of Vector Travel, Inc, a tech-enabled multifamily short term rental fee management company. Prior to Vector Travel, Mickey co-founded and led growth at Rented.com, a short-term rental marketplace connecting landlords with short-term rental management companies. Mickey has a background in commercial real estate development and finance. Mickey is a graduate of Harvard College and a washout of the Detroit Tigers organization.

Ryan Lang

Vice Chairman - Student Housing
Newmark Knight Frank

Avi Lewittes

Chief investment Officer
The Scion Group

Avi Lewittes is Chief Investment Officer of The Scion Group LLC, the largest privately-held owner and operator of student housing communities in the United States. Mr. Lewittes joined Scion in 2012 and is responsible for development and implementation of the company’s strategy as well as all investment and capital raising activities.  Before joining Scion, Mr. Lewittes served as Chief Investment Officer of Aviv Reit, a leading US owner of over 300 post-acute and long-term care facilities net leased to a diverse group of operators. Prior to 2010, Mr. Lewittes spent 20 years as an investment banker, primarily with JP Mo ... (view full description)

Katrina Lopez

Leasing Manager
GHP Management

Katrina Lopez is Leasing Manager at the Lorenzo near USC, the country’s largest off campus student housing property. In this role, she responsible for the successful lease up of 3,648 beds each season. She has been in the student housing industry for 7 years, and understands what it takes to motivate and lead a strong sales team in achieving their goals.

Jason Luker

CFO
Cardinal Group Companies

Stephanie Lynch

Chief Investment Officer
Student Quarters

In her role as Chief Investment Officer, Stephanie is responsible for the firm’s capital and investment activities acquiring and developing Class A purpose-built student housing properties.  Over her career she has executed over $4 billion of direct real estate debt and equity capitalizations of ground-up development, acquisitions, and recapitalizations for multifamily, office, hospitality, and mixed-use properties in single asset and programmatic structures, and has advised on $2 billion of loan sales, debt restructurings, and fund investments.Prior to joining Student Quarters, ... (view full description)

Matt Maruccia

CIO
Pierce Education Properties

Matt Maruccia is Chief Investment Officer for Pierce Education Properties (PEP). Maruccia leads efforts related to PEP’s national core and value-added student housing acquisition programs. Maruccia also oversees acquisitions for development projects and directs new business development for PEP’s student housing property management company, PEP Property Management (PPM).  Matt has directed the acquisition of over $840M of purpose-built student apartments nationally while with PEP.  Matt has been a featured speaker on student housing acquisitions at RealShare’s Student Housing Conference, RealShare’s Apartments Conference, National Multifamily Housing Counci ... (view full description)

Paula Mathews

Executive Vice President
SmartStop Asset Management

Charlie Matthews

Co-Founder & CEO
CollegeHouse

Charlie Matthews is the Co-Founder & CEO of CollegeHouse, which is a data driven software company focused on the Student Housing Industry. CollegeHouse launched its first product in Early 2018 as a student-specific listing platform that covers over 400 Collegiate markets in the US. More recently, in Fall 2019, CollegeHouse launched a complimentary Market Research Platform that covers over 180 Collegiate Markets and counting. 

Adam Meshekow

Chief Growth Officer
Leap

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and implementing m ... (view full description)

Brendan Miller

Vice President of Investments
Core Spaces

Patrick Nelson

Principal, CEO & President
Nelson Partners Student Housing

Robert Nickell

Principal
Rocket Station Real Estate

Robert Nickell started his career as an entrepreneur in real estate. He perfected a series of systems and processes that helped launch him to the forefront of the industry.

He recognized that countless investors and entrepreneurs could benefit from his workflows and proven systems — and that started with having a rockstar team in place. Robert has been helping businesses grow and scale leveraging virtual assistants since 2013 with the founding of Rocket Station.

Robert continues to propel Rocket Station forward with his innovative thinking, extensive experience, and entrepreneurial spirit.

Rory O'Connell

CEO
Leap

Apurva Oberoi

Agency New Business Manager
Google Marketing Solutions

As New Business Manager, Apurva focuses on strengthening long-term relationships with our top Premier Agencies, as well as driving growth across the portfolio of agency-managed accounts. She is focused on empowering millions of businesses with Google Ad solutions - all with the goal of driving success for our customers and partners. Apurva is on top of the latest developments at Google across industries, products and markets, and also focuses her time to make sure her team is well equipped to lead the day-to-day partnership with the agencies, and their customers. She has been working at Google for over 9 years, with experience in Google India & APAC, across a plet ... (view full description)

JoAnn Orrell

SVP Partnerships
Unilodgers

JoAnn is no stranger to the student housing and multifamily industry and offers a wealth of knowledge across multiple verticals of student housing support services, operations and technology, JoAnn joined Unilodgers in January of 2019 to launch the company’s US expansion of an already successful international student discovery and booking platform for off-campus housing.  She leads development of partnerships with student housing operators, managers, and universities and works closely with their international operations and Student Hub teams, helping students across the globe find apartments and operators fill capacity.  JoAnn is an undergradua ... (view full description)

Michael Orsak

SVP Investments
Campus Advantage

Bob Perdue

Vice President, Development
Nelson Partners

Tyler Perlmutter

COO
Pinecrest

Roger Phillips

CEO
Texla Housing Partners

Roger has over 20 years of experience in the acquisition, development and management of multi-family and student housing properties throughout the U.S.
Career highlights include:
– Acquired, Developed and disposed of approximately $750 million in conventional and student housing real estate throughout the U.S.
– Closed financings including tax-exempt bonds and conventional including Agency and HUD.
– Worked for national student-housing firms including JPI and American Campus Communities and CLV(former Century Development)
Roger holds a bachelor’s degree in Business Administration from Louisiana State University.

April Priebe

SVP Student Housing & Multifamily Operations
Foresite Realty

Ms. Priebe joined Foresite Realty in 2014 as a Property Manager. She has grown and managed the existing Foresite Student Housing Division from only 900 beds to over 16,500+ beds within three years. April now runs the Multi-Family and Student Housing portfolios with the assistance of her division heads. Ms. Priebe also has coordinated and overseen over 20MM in Capital Improvement projects during her time with the company. In addition to her leadership role, she oversees training and support of our management software for the multi-family, MHC, and student housing divisions. April also assists in property transitions and on-site training. She continuously is working on creating up to date trai ... (view full description)

Grant Puleo

Partner
Duane Morris LLP

Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters ... (view full description)

Jason Rootenberg

SVP Investments
Woodbourne Investments

Michael Serour

Vice President of Sales
Verdant Environmental Technologies, Inc.

Michael Serour has been leading the Sales Department at Verdant Environmental Technologies since April 2012.  Over the last 8 and half years, Verdant’ s growth has been exceptional.  Verdant has increased its customer base in hospitality, student housing, senior living, and other commercial markets from 50 properties in 2012, to almost 4,000 properties currently.  Today, Verdant is widely recognized as a new market leader in the world of commercial HVAC energy efficiency. Michael’s passion has always been in the sales and marketing of energy efficiency and renewable energy products.  Prior to joining Verdant, Michael was co-found ... (view full description)

Mitchell Smith

COO
The Scion Group

Mitchell Smith is responsible for directing strategy and operations across the company’s owned and managed portfolio. His oversight encompasses all aspects of property operations, redevelopment activities, revenue & sales, branding & marketing, talent development, PropTech, various strategic initiatives and corporate administration. Since joining in 2007, he has led the organizational development of the company. Under his leadership, and with a team of nearly 1,200, Scion has consistently delivered industry-leading results while growing to become the largest private owner and operator of student housing in the U.S. ... (view full description)

Edward Talbot

Executive Director
AGC Equity Partners

Juan Fernando Valdivieso

Managing Director
Peninsula Alternative Real Estate

Mark Weinstein

President
MJW Investments

MARK WEINSTEIN is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native, Mark founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership, MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space, in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for and expertise in property repositioning has been a guiding factor in the ... (view full description)

Blake Wettengel

CEO
Academy West Investments

John Wieker

Chief Investment Officer
Core Spaces

Sam Winn

Director of Accounts
Agency Fifty3

Sam Winn has been with Agency FIFTY3 from the very beginning.  Sam brought a unique perspective to FIFTY3 as he had gained extensive knowledge in digital marketing, outside of real estate, by working with large national brands.  His experience has blended well within the industry as he has tackled and implemented new metrics and processes that are still in place today.  After helping to create FIFTY3's digital platform, he then assumed the role of Director of Accounts in January of 2018. 

Jerry Wojenski

Chief Executive Officer
Varsity Campus

Liang Wu

Partner
Anchor Real Estate Capital

Mr. Liang Wu is the Managing Partner of Anchor Real Estate Capital, a private equity investment management platform focusing on acquisition, development, and management of real estate assets in the United States on behalf of Asian capital (institutional, family offices, and high net worth investors). Liang has 20 years’ real estate experience in both China and the U.S. Before co-founding Anchor, Mr. Wu was an Executive Director at Warburg Pincus, focusing on real estate investment in China. At Warburg Pincus, Liang led the residential co-investment efforts with Chinese developers and also covered other real estate sectors including office, retail and industrial. Prior to joining Warbur ... (view full description)

Steve Zhang

CIO
OC Ventures

Steve Zhang is the CIO of OC Ventures, overseeing its US operations, specifically focusing on the acquisition, and turnaround management of student housing assets. Steve graduated Vanderbilt University’s Owen Graduate School of Management with a Master Science of Finance degree. Before joining OC Ventures, he worked at Deutsche Bank’s Leveraged Debt Capital Markets group, advising companies on the issuance of both leveraged loans and high yield bonds.
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*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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