![Opportunity Zones (Midwest) [2019]](http://imn-cdn.s3.amazonaws.com/2019/EEJ1762/images/title_photo.jpg)
POLSINELLI’S 750-plus lawyers operate from a tightly integrated network of 18 offices located across the U.S. including Atlanta, Chicago, Dallas, Denver, Kansas City, Los Angeles, Nashville, New York, Phoenix, St. Louis, San Francisco, and Washington, D.C. The 180 lawyers in the firm’s Real Estate and Financial Services Department are strategically located in the major real estate markets and are immersed in every aspect of commercial real estate from the ... (view full description)
POLSINELLI’S 750-plus lawyers operate from a tightly integrated network of 18 offices located across the U.S. including Atlanta, Chicago, Dallas, Denver, Kansas City, Los Angeles, Nashville, New York, Phoenix, St. Louis, San Francisco, and Washington, D.C. The 180 lawyers in the firm’s Real Estate and Financial Services Department are strategically located in the major real estate markets and are immersed in every aspect of commercial real estate from the
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With ... (view full description)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent, and the communities we call home.
WINDELS MARX LANE & MITTENDORF, LLP, is a full service law firm formed by the merger of two high quality, well known firms, Windels, Marx, Davies & Ives, with roots dating from the 1830's, and Lane & Mittendorf, LLP, itself one half century old. We represent a diverse group of domestic and international clients in a broad-based general legal practice centering on corporate, bankruptcy, litigation, real estate, banking, and other major business practice areas.
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it’s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative v ... (view full description)
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it’s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative vision to the projects we undertake. Our in-house team includes experts in research, acquisition, credit analysis, development, accounting and finance, legal, compliance, leasing and asset management. We take a hands-on approach to our projects and are able to execute each step, from sourcing and enhancing value to disposition. Since 1994, CIM has led over $56 billion of projects in communities like Hollywood Boulevard, the Greater Loop in Chicago and the Flatiron District in New York. Our offerings to institutional and retail partners span the risk-return spectrum. While CIM has grown and evolved over the years, much remains the same. We take pride in our diversity and continue to cultivate an entrepreneurial and engaging work environment that exemplifies our core values of integrity, discipline and respect.
As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors ... (view full description)
As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors. Our clients turn to us for a broad range of sophisticated financial skill sets and precise, closely coordinated teamwork. Our real estate professionals are comprised of thought leaders who understand the broadest range of accounting, tax and business issues across all sectors of the commercial real estate industry. The Firm, with origins dating back to 1919, has more than 2,800 employees including nearly 300 partners and is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com
Juniper Square is a modern, all-in-one investment management software system that enables more productive fundraising, saves managers time, and produces an unparalleled reporting experience for investors. Designed specifically for the real estate industry, Juniper Square helps nearly 100 clients manage more than 40,000 investment positions and $75B+ in capital.
SkyBridge Capital is a global alternative investment firm with $9.4 billion in assets under management or advisement (as of November 30, 2018). The firm offers investing solutions that address a wide range of market participants from individual investors to large institutions. SkyBridge takes a high-conviction approach to alpha generation, expressed through a thematic and opportunistic investment style. The firm manages multi-strategy funds of hedge funds and customized separate account portfoli ... (view full description)
SkyBridge Capital is a global alternative investment firm with $9.4 billion in assets under management or advisement (as of November 30, 2018). The firm offers investing solutions that address a wide range of market participants from individual investors to large institutions. SkyBridge takes a high-conviction approach to alpha generation, expressed through a thematic and opportunistic investment style. The firm manages multi-strategy funds of hedge funds and customized separate account portfolios, provides hedge fund advisory services and manages the SkyBridge Dividend Value fund, a long-only mutual fund . SkyBridge also produces a large annual conference in the U.S. and Asia known as the SkyBridge Alternatives Conference (SALT).
AbingtonEmerson is a privately held investment firm with two primary focuses: (i) the acquisition and management of value-add real estate and (ii) providing short term loans for small and mid-sized businesses.
Anchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country. The full-service firm, with a staff of nearly 350, serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, accounting and attest services; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; and litigation support, forensic ac ... (view full description)
Anchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country. The full-service firm, with a staff of nearly 350, serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, accounting and attest services; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; and litigation support, forensic accounting and valuation services.
Our mission is to be our clients’ expert partner, accomplishing this through creativity, integrity and care. We are committed to connecting clients with industry partners who provide them with industry knowledge and innovative insights.
Broadscope uses a high touch, boutique style model to provide full service administration to private equity fund managers. Broadscope’s premium service model is based on direct access to senior management, robust quality controls and innovative technology. The Company’s founders and senior employees have significant industry-specific experience and knowledge of a broad range of private equity fund types and structures. The Company prides itself on the experience of its senior team, w ... (view full description)
Broadscope uses a high touch, boutique style model to provide full service administration to private equity fund managers. Broadscope’s premium service model is based on direct access to senior management, robust quality controls and innovative technology. The Company’s founders and senior employees have significant industry-specific experience and knowledge of a broad range of private equity fund types and structures. The Company prides itself on the experience of its senior team, which forms the basis of Broadscope’s personalized service offering.
With a migration of people into urban areas, many communities are not equipped to handle this influx. CoPlace dives deep in learning what communities need, plans economic models that supports growth and empowers the local community to expand the impact that can be made. CoPlace puts a high emphasis on community expression through art. When communities are expressed artistically, it allows people to think creatively about how they can contribute to their lives and to those around them.&nbs ... (view full description)
With a migration of people into urban areas, many communities are not equipped to handle this influx. CoPlace dives deep in learning what communities need, plans economic models that supports growth and empowers the local community to expand the impact that can be made.
CoPlace puts a high emphasis on community expression through art. When communities are expressed artistically, it allows people to think creatively about how they can contribute to their lives and to those around them. Art is beyond being just paint on walls. Art is a reflection of heart of the community.
CoPlace infrastructure is modular in nature. It can be moved and reassembled. This allows CoPlace to be designated as a non-permanent structure. This allows CoPlace to be set up in places that are not fully utilized. Landowners can begin to increase value of land without a fixed permanent structure, through re-zoning over time the value of the property can be increased.
We work with cities, towns, and property developers looking to realize significant community impact while making investments that produce a positive ROI.
EisnerAmper LLP is a leading full-service accounting and advisory firm. We provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting, and other professional advisory services to a broad range of clients across many industries. We work with closely held businesses, public companies, high net worth individuals, and Fortune 500 companies. EisnerAmper’s Real Estate Services Group provid ... (view full description)
EisnerAmper LLP is a leading full-service accounting and advisory firm. We provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting, and other professional advisory services to a broad range of clients across many industries. We work with closely held businesses, public companies, high net worth individuals, and Fortune 500 companies.
EisnerAmper’s Real Estate Services Group provides a wide array of audit, tax and advisory services to the real estate community, including REITs and real estate opportunity funds. Beyond traditional services, we provide cost segregation, real estate forensics, transaction consulting, hospitality advisory, due diligence for acquisitions, analysis of investment opportunities, and operational consulting services, among others.
Our more than 150 Real Estate Services professionals have broad, hands-on experience in complex real estate transactions involving billions of dollars. Whether the transaction involves the acquisition and financing of a large office building or a small development of single family homes, our goal is the same: to help our clients to structure sound transactions and examine each aspect of operations to help maximize potential returns and build future success.
As a leading service provider for financial service companies as well as family offices, EisnerAmper is also uniquely positioned to create synergies that help our real estate clients grow their businesses.
Gen II Fund Services, LLC is the largest independent private equity fund administrator, covering over $235B of private capital and reporting to over 10,000 LPs on behalf of our clients. Gen II offers private real estate firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications. The Gen II team is the most experienced and longest tenured team in the private fu ... (view full description)
Gen II Fund Services, LLC is the largest independent private equity fund administrator, covering over $235B of private capital and reporting to over 10,000 LPs on behalf of our clients. Gen II offers private real estate firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications.
The Gen II team is the most experienced and longest tenured team in the private fund administration industry, with broad expertise across real estate, buyout, infrastructure, energy, credit, co-investment, hybrid funds, venture capital, funds of funds, and managed accounts. In Global Custodian's most recent survey of private equity fund administrators, Gen II received the highest scores among all firms surveyed. For more information, please visit www.gen2fund.com.
Habitas Opportunity Capital is a partnership between TigerBridge Capital, a specialty finance company focused on structuring, raising and managing private funds on behalf of a global network of investors, and Forte Real Estate Development, an integrated Real Estate development, investment management and operations firm that invests in, repositions and develops medium and large size residential properties in the Tri-State area. The firm structures and manages Qualified Opportunity Zone Funds, wit ... (view full description)
Habitas Opportunity Capital is a partnership between TigerBridge Capital, a specialty finance company focused on structuring, raising and managing private funds on behalf of a global network of investors, and Forte Real Estate Development, an integrated Real Estate development, investment management and operations firm that invests in, repositions and develops medium and large size residential properties in the Tri-State area. The firm structures and manages Qualified Opportunity Zone Funds, with a focus on making investments in identified real estate development projects that will have a transformative impact on their communities. The firm’s principals have a wealth of institutionally focused investment management, capital markets and real estate experience. The firm’s opportunity zone funds will feature institutional-grade transparency and oversight, with third party fund administration and no blind-pool investment risk. The firm’s first Qualified Opportunity Zone Fund will be launched in 2Q 2018 and feature multi-family real estate development projects located primarily in the tri-state area.
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.
InvestReal is the first data-driven commercial real estate marketplace, with a focus on connecting developers with investors to raise capital for projects in Opportunity Zones all across the United States. Our platform is supported by a robust machine learning algorithm to provide high-quality analytics that serves as validation more informed investment decision-making for both investors and developers. We support developers in raising capital from a large pool of qualified investors and help fa ... (view full description)
InvestReal is the first data-driven commercial real estate marketplace, with a focus on connecting developers with investors to raise capital for projects in Opportunity Zones all across the United States. Our platform is supported by a robust machine learning algorithm to provide high-quality analytics that serves as validation more informed investment decision-making for both investors and developers. We support developers in raising capital from a large pool of qualified investors and help facilitate the partnership across both parties.
Mainstream Group Holdings Limited (ASX: MAI) is an ASX listed company. We provide global fund services underpinned by investment in people, processes and technology. As at December 2018 we provide administration services to 921 funds and more than 104,000+ investors with assets under administration in excess of AUD $147 billion. Our client base includes managed funds, hedge funds, superannuation funds and closed-end vehicles such as private equity, venture capital and real estate funds. We emplo ... (view full description)
Mainstream Group Holdings Limited (ASX: MAI) is an ASX listed company. We provide global fund services underpinned by investment in people, processes and technology. As at December 2018 we provide administration services to 921 funds and more than 104,000+ investors with assets under administration in excess of AUD $147 billion. Our client base includes managed funds, hedge funds, superannuation funds and closed-end vehicles such as private equity, venture capital and real estate funds. We employ over 250 people, with operations in Australia, Singapore, Hong Kong, the United States, Ireland, the Isle of Man, Malta and the Cayman Islands. For more information, please visit: www.mainstreamgroup.com
Manatt is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. We are keenly focused on specific industry sectors, providing legal and consulting capabilities at the very highest levels to achieve our clients’ business objectives. Our groundbreaking approach—bringing together legal services, advocacy and business strategy—differentiates us from our competitors and positions us to provide a unique and ... (view full description)
Manatt is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. We are keenly focused on specific industry sectors, providing legal and consulting capabilities at the very highest levels to achieve our clients’ business objectives.
Our groundbreaking approach—bringing together legal services, advocacy and business strategy—differentiates us from our competitors and positions us to provide a unique and compelling value proposition. We strive to be essential to our clients.
From our roots in banking, entertainment and government, our clients are from industries as diverse as healthcare, financial services, media, technology, retail and consumer products, real estate, and energy. Our practice mix and deep understanding of the industries that drive the U.S. and global economies benefit clients as we resolve complex and potentially enterprise-threatening disputes, help finance their operations and expand their businesses, and navigate the maze of law and regulation governing virtually all commercial activity.
Mick Law P.C., based in Omaha, Nebraska, is a specialty due diligence firm with a focus on alternative investments. The firm has 500+ Broker Dealer, RIA and Family Office clients. The firm is comprised of full-time and of-counsel attorneys who each possess a concentrated area of expertise and in-depth knowledge. In addition to their law school credentials, the attorneys also have professional and educational credentials, including MBAs, LLMs and securities industry licenses.
We bring a coordinated approach with more than 20 experienced attorneys from multiple industry groups and practices, partnering with our clients to navigate the Opportunity Zones economic development program. Our Tax, Real Estate, Finance, and Corporate teams work together to stay on top of developments to provide practical and timely solutions. We are leaders in the field, leveraging a multidisciplinary team. We add value to our clients’ businesses with our focus on strategic relationships an ... (view full description)
We bring a coordinated approach with more than 20 experienced attorneys from multiple industry groups and practices, partnering with our clients to navigate the Opportunity Zones economic development program. Our Tax, Real Estate, Finance, and Corporate teams work together to stay on top of developments to provide practical and timely solutions.
We are leaders in the field, leveraging a multidisciplinary team. We add value to our clients’ businesses with our focus on strategic relationships and our ability to use our goodwill with regulators and other business leaders to our investor and fund manager clients’ advantage.
NES Financial is a Silicon Valley financial technology (FinTech) company providing technology-enabled solutions and services for the efficient back and middle office administration of complex financial transactions. Serving private equity, commercial real estate, and Fortune 1000 clientele, we offer industry-leading fund administration, loan servicing, specialized EB-5 administration, and 1031 tax deferred exchange services. Our unwavering commitment to data security, operational redundancy, and ... (view full description)
NES Financial is a Silicon Valley financial technology (FinTech) company providing technology-enabled solutions and services for the efficient back and middle office administration of complex financial transactions. Serving private equity, commercial real estate, and Fortune 1000 clientele, we offer industry-leading fund administration, loan servicing, specialized EB-5 administration, and 1031 tax deferred exchange services. Our unwavering commitment to data security, operational redundancy, and compliance reporting is evidenced by 11 consecutive years of successful independent audits of our technology, processes, and financial controls. Today, NES Financial services over 190 funds, administers over $75B of 1031 assets annually, and has worked with over 450 EB-5 projects. For more information, visit nesfinancial.com.
Platform Ventures is a holding company, which through its subsidiaries, invests in real estate assets, real estate operating companies, and real estate technologies. We are entrepreneurs ourselves and believe real estate is inherently an entrepreneurial endeavor
Roc Capital has expanded its successful 1-4 family fix and flip lending program to include multi-family properties nationwide. This new program is targeted at smaller multi-family properties, typically those with less than 50 units, that need renovation and lease-up to stabilize rent rolls. Prior borrower experience in similar projects is required. Roc Capital is a reliable capital partner for private lenders, offering quick turnaround times and preferred financing terms for repeat borrowers wit ... (view full description)
Roc Capital has expanded its successful 1-4 family fix and flip lending program to include multi-family properties nationwide. This new program is targeted at smaller multi-family properties, typically those with less than 50 units, that need renovation and lease-up to stabilize rent rolls. Prior borrower experience in similar projects is required. Roc Capital is a reliable capital partner for private lenders, offering quick turnaround times and preferred financing terms for repeat borrowers with an active pipeline of transactions. We are NOT funding ground up construction of multifamily properties at this time.
Rosenberg & Estis, P.C. is consistently top-ranked by The Real Deal Magazine among the New York City law firms with the Largest Real Estate Practice. While this is a great honor, R&E did not set out to be one of New York City's largest real estate law firms - just the best. Our group practice of more than 80 attorneys has distinguished itself by offering a diverse array of integrated services to potential clients. We understand the context of every matter in which we are involved, a ... (view full description)
Rosenberg & Estis, P.C. is consistently top-ranked by The Real Deal Magazine among the New York City law firms with the Largest Real Estate Practice. While this is a great honor, R&E did not set out to be one of New York City's largest real estate law firms - just the best. Our group practice of more than 80 attorneys has distinguished itself by offering a diverse array of integrated services to potential clients.
We understand the context of every matter in which we are involved, and this, in addition to our technology resources, allows us to streamline our work. Clients benefit from our commitment to exceptional service and unique ability to anticipate real estate trends and approach them with creative solutions.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practic ... (view full description)
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information on our national real estate industry practice, visit http://www.rsmus.com/realestate.
Sadis & Goldberg is a leading New York based law firm with practices in hedge, private equity, venture capital, real estate and commodity fund formation, family office, transactional counseling, compliance services, regulatory representation, litigation, derivatives, tax, ERISA, estate planning and real estate.
Shorewood Real Estate Group LLC is a multi-strategy real estate investment platform that specializes in the acquisition, financing and development of institutional quality assets in major gateway markets in the US. A leader in alternate real estate investment and funding, Shorewood was among the first to use crowdfunding for real estate and now offers an opportunity zone program designed to give investors significant tax incentives. Since 2012 Shorewood has structured investments with a cost bas ... (view full description)
Shorewood Real Estate Group LLC is a multi-strategy real estate investment platform that specializes in the acquisition, financing and development of institutional quality assets in major gateway markets in the US. A leader in alternate real estate investment and funding, Shorewood was among the first to use crowdfunding for real estate and now offers an opportunity zone program designed to give investors significant tax incentives. Since 2012 Shorewood has structured investments with a cost basis in excess of $600 million. In conjunction with its joint venture partner, Prodigy Network, Shorewood has invested over $250 million of crowd funded equity, making it by far the largest user of this alternative source of real estate capital. Through its long-standing relationships with leading financial institutions Shorewood has secured over $700 million of senior and subordinate debt. The firm has extensive experience in all aspects of the real estate investment arena and provides integrated and innovative solutions to maximize the long-term value of real estate assets.
UMB Fund Services provides a full range of administrative services for alternative funds – powered by our unique, highly customizable, proprietary system. Our full-service lineup includes product formation assistance, fund administration, fund accounting, investor accounting and reporting, tax preparation and reporting, and custody (through our affiliate, UMB Bank, n.a.). We offer services to a broad spectrum of alternative fund structures – including private equity, hedg ... (view full description)
UMB Fund Services provides a full range of administrative services for alternative funds – powered by our unique, highly customizable, proprietary system. Our full-service lineup includes product formation assistance, fund administration, fund accounting, investor accounting and reporting, tax preparation and reporting, and custody (through our affiliate, UMB Bank, n.a.). We offer services to a broad spectrum of alternative fund structures – including private equity, hedge funds, funds of funds, real estate, venture capital, private debt, and opportunity zone funds. We are also an industry leader in servicing closed-end interval and tender-offer funds – as well as registered funds, collective funds and ETFs.
Superior Platform
UMB has developed a unique, proprietary system for fund accounting, recordkeeping and reporting that clients consider superior to off-the-shelf systems utilized by other administrators.
System benefits include:
Increased accuracy and efficiency with automated functionality Faster speed to market via our customizable platform and onsite programmers Top-tier reporting solutions for your investorsFeatures include:
Highly customizable, state-of-the-art technology Archive of historical data and reports for investors and managers Fully functional mobile app for managers and investors Investor access to current and historical statements, audits, K-1s Manager access to on-demand report generation; investor demographics, transactions, reports; fund performance and indices info; and secure document transfer capabilityLooking for help with a registered alternative fund? Registered Fund Solutions is our turnkey solution for launching and operating a closed-end interval or tender-offer fund. Services include back-office, fund registration, legal, audit, CCO support, distribution and more.
Whether yours is a “traditional” or a registered alternative fund, UMB Fund Services offers deep expertise, unparalleled service, leading-edge technology, and the stability of a highly capitalized parent that’s been around for 100+ years.
Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges. Growth and Culture Evolving from a partnership of prominent lawyers in Philadelphia a century ago, Duane Morris' modern organization stretches from the U.S. to Europe and the Middle East, and now across Asia. Throughout this global expansion, Duane Morris has rema ... (view full description)
Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges.
Growth and CultureEvolving from a partnership of prominent lawyers in Philadelphia a century ago, Duane Morris' modern organization stretches from the U.S. to Europe and the Middle East, and now across Asia. Throughout this global expansion, Duane Morris has remained committed to preserving its collegial, collaborative culture that has attracted many talented attorneys. The firm's leadership, and outside observers like the Harvard Business School, believe this culture is truly unique among large law firms, and helps account for the firm continuing to prosper throughout changing economic and industry conditions.
At A Glance Am Law 100 Since 2001> More than 800 lawyers in offices in the U.S., UK and Asia
> 128 Partners have chosen to join Duane Morris in the past 5 years
> Firm has nearly tripled in past 19 years
> Over 25% of client business conducted through multiple offices and practices
Second HBS case study of the firm, titled "Duane Morris: Collaborating for Growth," was part of the Harvard Business School curriculum and made available to business schools around the world for course study.
KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States. With 90 offices and more than 29,000 employees and partners throughout the US, we’re leading the industry in new and exciting ways. Our size and strength make us much more agile and responsive to changing trends.
Formed in 2009, the American Association of Private Lenders (AAPL) is the national organization representing the private real estate and peer-to-peer lending industry. Our membership includes private money lenders, hard money lenders, mortgage fund managers, brokers and service providers from around the United States. We believe our principles – ethics, education, excellence – are the cornerstone for success in the industry. AAPL members are leaders and embody the character, dedication and expe ... (view full description)
Formed in 2009, the American Association of Private Lenders (AAPL) is the national organization representing the private real estate and peer-to-peer lending industry. Our membership includes private money lenders, hard money lenders, mortgage fund managers, brokers and service providers from around the United States.
We believe our principles – ethics, education, excellence – are the cornerstone for success in the industry. AAPL members are leaders and embody the character, dedication and experience critical for success.
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in spe ... (view full description)
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com
Blau Journal is a Global Real Estate Digital Media platform featuring the latest in company news, deals, listings and commentary from Industry Professionals. We publish news online Nationally (45+ City Editions) and Internationally as well as cover (25+) Industry sectors. We publish a variety of content online for our global readers including user submitted content, native content and aggregated news from various industry sources. Our platform is the destination for “All Things Real ... (view full description)
Blau Journal is a Global Real Estate Digital Media platform featuring the latest in company news, deals, listings and commentary from Industry Professionals. We publish news online Nationally (45+ City Editions) and Internationally as well as cover (25+) Industry sectors.
We publish a variety of content online for our global readers including user submitted content, native content and aggregated news from various industry sources. Our platform is the destination for “All Things Real Estate” both commercial and residential. Our goal is to Provide a “Voice” for Real Estate Industry Professionals.
Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead. Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into ... (view full description)
Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead.
Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into term sheets. This is hard-to-find, ‘must-know’ information for any GP or LP. In-depth coverage of the deals market — Find deal opportunities with scoops and insider knowledge on deals that have yet to come to market. Stay on the pulse of the lending market with intelligence on the sources and latest pricing in this critical area toward financing your deals. Affordable data tracking — our new Data Room offers an extensive repository of funds, deals and loan history; a great reference tool to have at your fingertips. Buyouts Daily Alerts — Get our analysis and data delivered into your inbox every day with the new Buyouts Daily Alert. Non-subscribers can get the daily alerts by signing up for a trial. Just click here.SPOT NEW OPPORTUNITIES IN REAL ESTATE FINANCE Every week, Commercial Mortgage Alert delivers hard-to-get, money-making leads to professionals in the global CMBS and REIT-debt markets. Start your FREE trial subscription to see how Commercial Mortgage Alert: * Tips you off to the latest developments in the booming CMBS market. * Covers conduits and other lenders battling for mortgage business. * Identifies REITs preparing to tap the market for unsecured bonds. To start your free-trial subscription ... (view full description)
SPOT NEW OPPORTUNITIES IN REAL ESTATE FINANCE Every week, Commercial Mortgage Alert delivers hard-to-get, money-making leads to professionals in the global CMBS and REIT-debt markets. Start your FREE trial subscription to see how Commercial Mortgage Alert: * Tips you off to the latest developments in the booming CMBS market. * Covers conduits and other lenders battling for mortgage business. * Identifies REITs preparing to tap the market for unsecured bonds. To start your free-trial subscription, call 201-659-1700 or visit www.CMAlert.com.
Debtwire ABS provides insight into opportunistic situations in the structured finance market ahead of any other mainstream news outlet. In addition to our unparalleled editorial coverage, subscribers have access to a bid list library alongside primary issuance, commercial real estate (CRE) and NPL databases. With an ever-evolving market, Debtwire ABS tracks and reports on faulty legacy loans as well as emerging asset classes such as marketplace lending.
Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families Family Office Networks and our unique business concept has been around for centuries, allowing us to perfect wealth management and financial ... (view full description)
Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families
Family Office Networks and our unique business concept has been around for centuries, allowing us to perfect wealth management and financial management for extremely wealthy individuals world wide. The present day Family Office Networks was first incorporated in the 19th century and includes some of the most renown financial service providers in the industry, like J.P Morgan. Interestingly, J.P Morgan was first started as a single family office under the House of Morgan. Because of the success rate of Family Office Networks, the Rockefellers established their own family office in 1982, which is still in business to this very day. The main objective of the family offices is to maintain and protect families that have large fortunes, trusts and successful family owned businesses. In addition, we offer our members effective and efficient ways to manage family fortunes through specific financial investments and charitable donations, while ensuring confidentiality, risk management consolidation and transparency. Family Office Networks offers two types of family offices for our members, a Single Family Office (SFO) and a Multi-Family Office (MFO).
ImpactAlpha is a digital media company redefining business journalism around social and environmental value. ImpactAlpha’s daily newsletter, The Brief, is read by more than 40,000 professionals and influencers globally. News and original features are featured on ImpactAlpha.com. Our open database, ImpactSpace, aka “CrunchBase for Impact,” includes profiles on more than 10,000 impact ventures, funds and deals.
InstitutionalAssetManager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. InstitutionalAssetManager offers a daily newsletter service and a full web site. To access- http://www.institutionalassetmanager.co.uk/
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund ... (view full description)
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.
Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.
You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and ev ... (view full description)
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and events shaping the investment landscape in private equity real estate. Our products include: Institutional Real Estate Americas, Institutional Real Estate Asia Pacific, Institutional Real Estate Europe, Institutional Real Estate Newsline (IREN), Real Assets Adviser, Institutional Investing in Infrastructure, Institutional Real Estate FundTracker, and FundTracker database.
Mergermarket’s 300 dedicated M&A journalists and analysts are in constant communication with CEOs, CFOs and industry contacts and report what they learn to subscribers. An indispensable resource for M&A professionals.
Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead. Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into ... (view full description)
Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead.
Unparalleled analysis of the fundraising market — who’s raising capital, which investors are making new allocations, what are the latest conditions being negotiated into term sheets. This is hard-to-find, ‘must-know’ information for any GP or LP. In-depth coverage of the deals market — Find deal opportunities with scoops and insider knowledge on deals that have yet to come to market. Stay on the pulse of the lending market with intelligence on the sources and latest pricing in this critical area toward financing your deals. Affordable data tracking — our new Data Room offers an extensive repository of funds, deals and loan history; a great reference tool to have at your fingertips.See it all here: https://www.pehub.com/
Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. Private Equity Wire produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports. Click here to access- http://www.privateequitywire.co ... (view full description)
Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. Private Equity Wire produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports.
Click here to access- http://www.privateequitywire.co.uk/
Private Lender covers all aspects of the national real estate market including: regulations and compliance, loan servicing, market conditions, insurance trends, small business marketing, appraisals, taxes, and motivation for leaders and entrepreneurs alike!
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series. To access - http://www.propertyf ... (view full description)
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
To access - http://www.propertyfundsworld.com
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the Real Assets class and facilitating important business connections for registered investment advisers, wealth managers and family offices. Through print and online formats, Real Assets Adviser provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. The&nb ... (view full description)
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the Real Assets class and facilitating important business connections for registered investment advisers, wealth managers and family offices.
Through print and online formats, Real Assets Adviser provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. The
Get the Early Word on Property Deals and Dealmakers Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700.
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. ... (view full description)
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. Visited more than 100,000 times per month by wealth advisors and industry leaders,
TERMS AND CONDITIONS OF USE
Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.
You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.
*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.
Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.
*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.
*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.
*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.
*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.
*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.
If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.
*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.
*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.
*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.
*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.
*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.
*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.
*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.
*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.
*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.
*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:
(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.
*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.
*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.
*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.
*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.
*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).
*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.
*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
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
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
-
Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
-
Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
-
Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
-
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
-
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
-
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
-
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
-
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
-
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
-
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).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
-
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
-
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
-
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
United KingdomEmail: 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.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)