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Hymie Barber

Managing Director
Catalyst/Cambridge Healthcare Finance

National Originations Manager for Cambridge Realty Capital Companies & Managing Director of Catalyst/Cambridge Healthcare Finance in Los Angeles Catalyst is Cambridge’s most active correspondent and has placed over $2 billion of financing to date with Cambridge.  Financing sources include government agencies (FHA/HUD, FannieMae, SBA and USDA) and conventional sources (banks, CMBS, specialty lenders, REITs, etc.).  He has been involved with structuring sale/leasebacks with both public and private REITs for both sales to and acquisitions from those entities. Hymie I. Barber, Managing Director of Catalyst Resource Group, Inc., holds degrees in accounting and economics from Loyol ... (view full description)

Devin Battiston

VP
Formation Capital


Devin is responsible for sourcing and evaluating healthcare investments for Formation Capital, with deep experience in post-acute and seniors housing across the US and UK.  Prior to joining Formation Capital, Devin worked for Bank of America Merrill Lynch. His experience focused on origination and structuring of leveraged and investment grade syndicated loans, CMBS and sale-leasebacks with over $30 billion of transaction experience across the healthcare, real estate and lodging industries.  Devin graduated from the McIntire School of Commerce at the University of Virginia with a B.S. in Commerce.

David Boitano

Senior Investment Officer
Ventas.Inc

David M. Boitano is a Senior Investment Officer for Ventas, Inc (NYSE:VTR), and has been a reit investment officer since 2002.  Mr. Boitano’s healthcare experience began on the operating side, in 1994 as CFO for a regional assisted provider.  Following that company’s 1995 recapitalization via a portfolio sale-leaseback and merger in 1996 with an emerging national senior housing provider, Mr. Boitano contributed to the combined company’s initial public offering and business roll out, eventually becoming Senior Vice President of Finance and Acquisitions and Treasurer.  Mr. Boitano has been involved with over $6.0 billion of real estate financing, including senior housing, long-term care and me ... (view full description)

David Bovée

Managing Principal
Zenith Capital

David Bovée, Managing Principal, founded Zenith Capital in 2011 cross-borders border business and real estate investment transactions.  Through his work at Zenith Capital and a prior financial advisory firm over the past 13 years, he has advised on numerous successful financing transactions.  Working with a wide range of clients, David has orchestrated highly beneficial investments for companies in multifamily real estate, assisted living and seniors housing, affordable housing, manufacturing, food processing, and healthcare. David exercises particular expertise in economic development finance, including:  tax-exempt bonds, tax credits (LIHTC & NMTC), crowdfu ... (view full description)

Dale Boyles

Managing Director, Senior Housing
Alliance Residential Company

Mr. Boyles is responsible for directing all aspects of Alliance’s new senior housing platform, including sourcing and evaluating new opportunities, assisting with product design, and expanding the platform throughout the company’s foot print. Mr. Boyles has 20 years’ experience in operating, developing and providing leadership in senior’s housing. Prior to joining Alliance Residential, Mr. Boyles was Vice President Operations for Emeritus/Brookdale Senior Living with responsibility for 65 communities (5,000 units) in the California Region. Mr. Boyles was also a recent board member for the California Assisted Living Association (CALA) where he held the ... (view full description)

Adam Braun

Owner & Director of Business Development
North Lake Villas

No biography specified

Andre Bueno

CEO
Bueno Group

As a 3rd generation Socially Responsible Real Estate developer, Bueno Group has been active in the Affordable Housing space involved in a wide array of products from LIHTC to Homeless Housing (Permanent/Transitional Housing) to Workforce Housing. Since 2006, Andre has redeveloped 25 communities resulting in 400+ apartments housing over 1,000 families achieving Profit with Purpose. Since then, he has led a 25+ person vertically integrated organization through the triple bottom line oriented redevelopment of communities across the country. With projects in the Midwest, Pacific Northwest, and the West Coast, Bueno Group has been creatively innovating redevelopment and community engagement by ... (view full description)

Robb Chapin

CEO
Bridge Seniors Housing Fund Manager LLC

Robb Chapin, is Chief Executive Officer of Bridge Seniors Housing Fund Manager LLC ("Bridge Seniors"), a fund manager for private equity real estate funds that focus exclusively on investments in seniors housing communities and medical properties, which funds collectively own approximately $2 billion of assets.  Additionally, Mr. Chapin serves on the Investment Committee of each of these real estate funds.  From 2005 to 2012, Mr. Chapin was Co-Chief Executive Officer of Servant Investments, LLC, a real estate investment fund advisor, and Co-Founder of Servant Healthcare Investments, LLC, the sub-advisor to a public non-listed REIT focused on seniors housing and other healthc ... (view full description)

Daniel Cocca

Principal & General counsel
Alpha Investing

Daniel serves as a principal and the general counsel for Alpha Investing - a private equity platform connecting accredited investors with institutional real estate investment opportunities (www.alphai.com).  Daniel is based in New York and previously worked as an attorney in the capital markets group at Proskauer Rose where his practice focused on secured/unsecured high-yield debt, leveraged finance and public/private securities offerings. Daniel later practiced in the technology companies group at Goodwin Procter where he advised start-up and venture-backed clients on a variety of legal and business issues ranging from general corporate matters to start-up and growth capital fin ... (view full description)

Christopher Crippen

Managing Partner
Azul Asset Management

Christopher has worked as an Analyst, Asset Manager & Executive at Wall Street REITs, the FDIC & Fannie Mae. Christopher played a pivotal role at the FDIC leading the take down of over 150 banks & the disposition of over $2BB OREO assets. He served in the US Army's Second Infantry Division throughout the Far East & is proud to be a decorated US Army Veteran.   He is considered an expert in Multi Family, Student Housing, Senior Housing and SFR Portfolios. He regularly speaks at top industry events all across the US.  Christopher started his career in finance at a large lender where soon rose to the top of the company. Seeing the opportunity he opened First Republic Residential ... (view full description)

Thomas Dean

Managing Director
Relentless Assets

Thomas Dean, Managing Director of Relentless Assets, has completed 100 real estate development and acquisition projects, totaling over $1 billion, consisting of more than 5,000 multi-family units (seniors, market rate, affordable housing, mixed-use).  He also developed the Walt Disney Company Corporate Headquarters in Burbank. At the Millennium, Mr. Dean developed/acquired and owned several hundred assisted living units in California.  Since the Great Recession, he has re-entered the senior living space.  Currently, his team is creating a core of properties in Pennsylvania, and he is expanding these efforts to other opportunistic regions.  These efforts focus on middle-market pro ... (view full description)

Doug Fullaway

President
FourteenPlus, LLC

Doug was the CEO of Vigilan for 12 years and lead the company to be the largest provider of software for assisted living.  In that role he worked with thousands of senior living providers.  He is now investing in senior living communities.  For those interested in learning the senior living market, see his book Investing in Senior Living at Amazon.com.   He is interesting in bringing investors to the top 10% senior living operators and would like to meet other investors with similar interests.   See:  https://www.linkedin.com/in/doug-fullaway-473a87 for more.  

Jacob Gehl

Senior Managing Director
Blueprint Healthcare Real Estate Advisors

Jacob Gehl is a Senior Managing Director, and Founding Partner of Blueprint Healthcare Real Estate Advisors. Jacob co-manages the company’s operations and strategic direction of the company. Jacob has more than 15 years of seniors housing experience and has closed transactions valued in excess of $2 billion over his career including extensive transactional work with distressed assets, bankruptcy sales, high net worth private clients, and institutions. Jacob was born in New Jersey but raised in Pittsburgh, PA. Jacob received his BA in International Politics from the University of Michigan. Jacob currently sits on the Board of Directors of the American Senior Housing Association (ASHA ... (view full description)

Seth Gellis

Director
Community Preservation Partners

Frank Haffner

CEO & Chairman
ASL Monarch Senior Living

Frank Haffner is the founder and Chairman of Monarch Senior Living LLC and is the founder of various operating entities in the senior living industry since 1982.  His companies developed, owned, and operated a significant portfolio of senior living communities with a market value of over $1 billion dollars.   Mr. Haffner has been a leader in the senior living industry for over 32 years and was a co-founding board member of the National Association of Senior Living Industries and is a former board member and actively involved in the American Seniors Housing Association and the National Investment Center for Seniors Housing and Care Industries.    ... (view full description)

Ross Holland

VP
Lancaster Pollard

Ross Holland is a vice president with Lancaster Pollard, a fi nancial services fi rm based in Columbus, Ohio, that specializes in providing capital funding to the senior living, health care and affordable housing sectors. In addition to underwriting tax-exempt bond offerings, Lancaster Pollard provides a complete range of funding alternatives through its HUD-FHA/GNMA/FNMA/USDA-approved, mortgage lender subsidiary. It can also provide bridge-to-agency lending, private equity, balance sheet lending and investing, and M&A services. Mr. Holland works in the fi rm’s Newport Beach, California, offi ce and is responsible for the Central California, Ariz ... (view full description)

Brian Jones

Regional Managing Director
Arbor Realty Trust, Inc.

Brian Jones has over 20 years of experience in the seniors housing, healthcare and affordable housing sectors. His expertise includes structuring acquisition, rehabilitation and new construction transactions with bridge, agency and equity executions. Mr. Jones earned a Bachelor of Science degree in Accounting from the University of Dayton.
 
 
 

Kevin Kaseff

President
Titan SenQuest Management, Inc

Kevin Kaseff is the founder and President of Titan Real Estate Investment Group, Inc., Chairman and CEO of Titan SenQuest Management, Inc., and Managing Member of Titan Realty Investors. Mr. Kaseff manages the company, directs the firm’s investment activity and oversees the commercial property division. Under his leadership, Titan has acquired nearly $2.0 billion of commercial real estate, including 5.5 million square feet of office, industrial, cold storage and retail properties and more than 26,000 units of multifamily and senior housing units throughout the U.S. Mr. Kaseff has more than 20 years of investment experience in acquisitions, dispositions, financing, leasing and ass ... (view full description)

Steven Kaye

Partner
Arnall Golden Gregory LLP

Daniel Kianmahd

Principal
The Panorama Group

Keith Kodrin

Senior Vice President
Capital One Healthcare

Mr. Kodrin joined Capital One Bank in March 2012 as a Senior Director of the Healthcare Real Estate Group lending practice.  In this role, Mr. Kodrin co-led the team that provided financing to companies in the senior housing and post-acute care industries. Following Capital One's acquisition of the GE Capital Healthcare platform in December 2015, Mr. Kodrin transitioned to an originations role within Capital One Healthcare where he is responsible for originating balance sheet and agency debt financings for sponsors, borrowers and operators in the senior housing and post-acute care industries located in the Southwestern part of the United States.     Prior to joining Capital One, ... (view full description)

Mark Locher

VP-Business Development
Triumph Healthcare Finance

Gary London

President
The London Group Realty Advisors

Gary H. London is a strategic consultant and real estate economist. His firm, The London Group Realty Advisors, is one-stop shop providing economic analysis, due diligence, packaging and capital access for real estate developers, investors and public agencies. His approach to services is unique. As feasibility analysts and market researchers, Mr. London's firm sees opportunities early. Often, they 'marry' clients with projects with clients with capital to invest. Project assignments span all real estate sectors including residential developments, office buildings, industrial, hotel retail and mixed-use projects. Projects include financial feasibility and market economic analysis for ac ... (view full description)

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

David Lynn

CEO
Everest Healthcare Properties, LLC

David Lynn is CEO and Founder of Everest Healthcare Properties. Dr. Lynn has a long history of investing in real estate investments. Dr. Lynn has invested in over 220 transactions totaling over $20 billion over the course of his career. At Everest, he manages the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. Prior to founding Everest in 2014, Dr. Lynn was CIO and Executive Vice President at Cole Investments where he managed the firm’s $12.3 billion dollar investments including acquisitions and portfolio management of ... (view full description)

Buu Ngo

VP, Acquisitions & Investments
Welbrook Senior Living

Buu Ngo is Vice President of Investments and Acquisitions at Welbrook Senior Living, an operator/developer of senior housing and skilled nursing.  With Welbrook, he has seen the firm grow from start-up to emerging regional senior housing operator/developer.  He has been involved in acquisition, development, and investment management of seniors housing, skilled nursing, commercial, industrial, and multi-family real estate.  He has worked with family offices, private REITs, institutions, and endowments on joint ventures in real estate.   His real estate private equity experience includes industrial, commercial, residential, senior housing, and skilled nursing.   ... (view full description)

David Pack

Associate
Srilo Ventures

David joined Srilo Ventures as an Associate in 2016 and is responsible for analyzing real estate equity, debt, and development opportunities. He is also responsible for identifying and evaluating early-stage technology investment opportunities, providing support to portfolio companies, and assisting with strategic initiatives for the firm. Most recently, David was an investment banker at Credit Suisse where he focused on M&A and Leveraged Finance in the Real Estate, Lodging, and Leisure sectors. David also has experience in hedge funds, technology and media investment banking, and growth equity. David received a B.A. in Economics magna cum laude from Vanderbilt University and ... (view full description)

Arun Paul

Founder & CEO
Priya Living

Arun founded Priya Living to bring many generations together to live, play and enjoy one another’s company. He is well suited to his founding role. Prior to Priya Living, he launched the widely recognized Solage Hotels and Resorts, directing development, financing, and strategic planning. Arun was also on the original team of Canyon Equity, leading global developers of luxury resorts with projects in Santa Fe, Jackson Hole, the Colorado Rockies, the Four Corners region, the French Alps, Fiji and Costa Rica. Several of these projects have been recognized as among the best developments in the world. Arun started his career as Director of Strategic Planning for Irvine Apartment Communities, a d ... (view full description)

Jonathan Rainford

VP
Artemis Real Estate Partners

Mr. Rainford is a Vice President responsible for acquisition and asset management activities at Artemis. Mr. Rainford is based in Los Angeles, California.   Before joining Artemis, Mr. Rainford was an associate at CIM Group, where he served in the Investments Group. Mr. Rainford was focused on the acquisition of both stabilized and opportunistic projects, as well as the asset management of all major property types, including multifamily, office, retail, hotel and industrial. Mr. Rainford has also had experience with infrastructure and residential land development projects. Mr. Rainford's responsibilities also included detailed analysis of investment communities, a ... (view full description)

Brandon Rath

CIO
Calamar Capital

Mr. Rath is the Chief Investment Officer at Calamar Capital, the investment arm of a single family office operating as private investment firm.  Mr. Rath is responsible for identifying investment opportunities for Calamar, and he is one of the company’s leaders with regard to Calamar’s capital management and the financial strategy.  Prior to joining Calamar, Mr. Rath was a Vice President at Beacon Bay Holdings, a private investment firm with a broad and opportunistic investment mandate across a range of industries.  Mr. Rath has advised and led family offices and investment firms, and he has worked at global financial services companies.  Mr. Rath earned a J.D. from Southwestern Law School i ... (view full description)

Mark Rockwell

Principal
Anthem Memory Care, LLC

Mark Rockwell, Principal, directs the vision for Anthem's strategic growth. Mark is the main architect of the financial strategy that will facilitate Anthem's growth and implement its purpose: "To Protect, Engage, and Love individuals living with memory loss."

Mark is an ardent proponent of the organization's mantra: "Anthem Memory Care - it's all about focus" and Anthem's value statement: "Real people, real needs, real care, and real rewards." Rockwell has been intimately involved in senior healthcare and senior housing, with a specific focus on dementia care, since 2007.

 

Hedy Rubinger

Partner
Arnall Golden Gregory LLP

Hedy Silver Rubinger is a partner and chairs the Healthcare Practice.  She also serves on the firm's Executive Committee.  Ms. Rubinger’s practice focuses on the representation of healthcare providers including nursing homes, ambulatory surgery centers, assisted living facilities, physician groups, continuing care retirement communities, hospitals, home health agencies, hospices, healthcare IT companies, and ancillary service providers. She counsels clients on issues related to operations, regulatory compliance, certificates of need, managed care, reimbursement, change of ownership, and employment. She also represents domestic and foreign private equity investors in health care, ... (view full description)

Humair Sabir

VP, Acquisitions
Granite Investment Group

Mr. Sabir joined Granite Investment Group in May 2014 and serves as an integral member of the Senior Housings team. His responsibilities include procuring, negotiating, and acquiring seniors housing and skilled nursing assets. Mr. Sabir has over a decade of experience in the health care real estate industry. Prior to joining Granite, he worked for Ventas, Inc. in a variety of different roles, including acquisitions and asset management. Most recently, he was an Asset Manager of a diversified portfolio of over 150 properties, consisting of leases, loans, joint-ventures, and distressed assets. Before that, he was a vital member of an elite team that lead the acquisition of multi-bil ... (view full description)

Matthew Schoaf

SVP
Blue Vista Capital Management

Philip Shapiro

Manager-Member
Ascent Living Communities

Is the co-founder and Principal of Senior Traditions LLC and Ascent Living Communities LLC, full service firms based in Denver and Lake Tahoe, that develop, manage and market senior living communities, and also provides technical assistance and strategic advice for start-up and acquisition- senior living and long term care properties, with a primary focus on site selection, market and product positioning, program design, financial modeling, project development, strategic planning, marketing, and operations management systems. Some highlights of Mr. Shapiro’s background are:   Professional   A professional career of over 35 years in senior living market research, str ... (view full description)

James Taylor

COO
Omega Capital Enterprises, LLC

Mr. Taylor joined Omega in 2011 as an advisor on various corporate and financial matters. Mr. Taylor is responsible for documenting Omega Communities’ fundraising, regulatory compliance and marketing efforts. Mr. Taylor joined Omega on a full time basis in 2012 and is responsible for developing new corporate funding relationships and identifying strategic operational efficiencies. Mr. Taylor works with Omega’s construction, management, operations, financial and regulatory partners. Mr. Taylor began his career in the private practice of law specializing in banking, securities and healthcare law with an emphasis on regulatory compliance. Mr. Taylor later became corporate counsel for MedPartner ... (view full description)

Jeff Trout

VP Finance
Capella Living Solutions

Jeff Zuckerman

Regional CFO, West
Alliance Residential Company

Jeff Zuckerman serves as Chief Financial Officer of the Western Regions for Alliance Residential. Alliance is a fully integrated multifamily operating and development company with a $9B managed portfolio and $4.1B principal portfolio. Mr. Zuckermans responsibilities include identifying investment opportunities, maintaining capital relationships, structuring equity joint ventures and securing construction/acquisition loans. Mr. Zuckerman has a proven track record of leading and executing institutional investment strategies. He has sourced, structured and capitalized joint venture transactions totaling over $1.5 billion. Prior to joining Alliance Jeff was responsible for establishi ... (view full description)
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Event Contacts for The 3rd Annual Real Estate Private Equity Forum on Senior Housing

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*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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