This is a past event. To see the list of our current events, please click  HERE
7:10 AM
Registration and Breakfast for Pre-Conference Workshop Participants
8:25 AM
Keynote Address...

Dean Adler

CEO and Co-Founder
Lubert-Adler Partners, LP

W. Michael Crawford

Partner
Eaton Partners, LLC
7:45 AM
Registration Opens and Breakfast is Served for General Attendees
7:30 AM
Crowdfunding 101 Workshop for Funds and Direct Property Owners Only
This small group discussion will highlight the key issues you need to know to get started in raising equity, debt or a fund through crowdfunding including:

• How it Works
• vs. Other Real Estate Financing Options
• How it Works• Legal 101
• Why is Reg A so important?

Nav Athwal

Founder & CEO
RealtyShares
8:50 AM
The Macro Economic Outlook & Its Impact on Real Estate
• Where are we in the business cycle?
• Effect of foreign macroeconomic, weak currencies & political forces
• Interest rates are going to rise… When is it really going to happen?
• Banks are selling off debt… Does Europe compare with the US in ‘09-‘10?
• Impact of latest job report
• Prices today vs. peak values
• What are the most likely black swans out there? What would be their impact?
• Oil shock... What will be the impact on CRE? funds
• How low can they go… Cap rates and yield compression

David Kessler

Managing Partner
CohnReznick LLP

Michael Cohen

Director of Advisory Services
CoStar Portfolio Strategy

Jonathan Litt

Founder & CEO
Land and Buildings Investment Management, LLC

Christopher Hartung

Director
Lazard Asset Management

Joyce Frost

Partner
Riverside Risk Advisors LLC

Dr. Mark Dotzour

Real Estate Economist
College Station, Texas
9:50 AM
State of the CRE & Fund Industry Update
• When is it time for property disposal?
• Some of the major private equity funds have very publically given up fees…
• We talk about industry consolidation… Is it happening?
• Are underwriting standards at precrash levels?
• Will having less than desirable foreign buyers of US real estate be a bad thing?
• Anything new on the regulatory front?
• Foreign money flows into US CRE
• Using financing to hit return bogeys in an environment where sellers are receiving record prices
• How has pension/ sovereign fund movement to direct investment worked as an investment strategy?
• If capital is more concentrated, how does that effect the supply of capital?
• Update on the 2005/6/7 “Zombie” vintage funds regarding asset liquidations/distributions?
• Fund exit strategies… IPO, liquidate, M&A vs. secondary market
• Operating partners and smaller funds as partners Comparing the allocator vs. operator models
• Strategy change…What was the change?… Why?...How did it go?

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Coburn Packard

Partner
Apollo Global Management

Richard Kaufman

Founder and President
City-Core Development, Inc.

Peter Sotoloff

CIO & Managing Member
Mack Real Estate Credit Strategies

Sujan Patel

Founder and Managing Principal
Nantam Capital

Joseph Sitt

President
Thor Equities, LLC

Tim Johnson

Managing Director
The Blackstone Group
10:50 AM
Refreshments Courtesy of:

11:15 AM
Crowdfunding and What That Means to The Real Estate Fund Industry

Jilliene Helman

Chief Executive Officer
RealtyMogul.com
11:35 AM
Large Fund Panel: What are the Risks You Are Taking This Year?
• Global gateway cities at a 3 cap… What are your alternatives?
• Are you buying Europe distressed?
• Are you looking at inflation-protected opportunistic deals? Late-stage economic growth strategies?
• Considering take private deals?
• Which sectors are getting toppy?
• Are you trying to deploy funds quickly before the next crisis?
• Putting equity into properties with maturity issues
• Fixed or floating… Which way are you going?
• How are you hitting your numbers? If you accept the conventional wisdom that interest rates are going up and new supply is coming to the market, how will you finance your acquisitions? Short term? Long term? Fixed or floating?
• How does your fund still buy opportunistically? How has cap rate compression changed your investment strategy? Where will cap rates be in 3 years? 5 years? How is this impacting your underwriting? Investing in a rising rate environment
• Selling your assets… What is your strategy to replace them?
• 2021... What happened to all the value-added deals of 2015-16?

Kenneth Weissenberg

Partner
EisnerAmper LLP

Reid Liffmann

Managing Director
Angelo, Gordon & Co.

Brent Elkins

Managing Director
BlackRock

Spencer Garfield

Managing Director
Fortress Investment Group

Claiborne Johnston

Managing Director
Invesco Real Estate

Justin Pattner

Co-Head, Real Estate Acquisitions, Americas
KKR - Kohlberg Kravis Roberts
12:20 PM
Equity Shark Tank... Joint Venture Operator/Fund
Deal terms, waterfalls and cost overruns will dominate the conversation as we discuss joint venture from both the operator and equity provider perspective.

Jordan Metzger

Member
Cole Schotz, PC

Gary Wolff

Partner
Bryan Cave LLP

Eric Rubenfeld

Principal, Legal, Compliance & HR; Chief Legal Officer; Chief Compliance Officer
CIM Group

Richard Kaufman

Founder and President
City-Core Development, Inc.

Dana Ostenson

Senior Vice President
CMR Capital Group

Henry Manoucheri

Chairman & CEO
Universe Holdings

Ran Korolik

Executive Vice President and Partner
Victor Group
1:05 PM
Luncheon Courtesy of:
Luncheon Tables for Niche AssetsData Centers, Fixed-Income, International, Land & Homebuilding; Medical Office; Net Lease; Note Buyers; Senior Housing; Single Family Rental Investments and Student Housing; Student Housing will be some of the alternative investments that will be informally discussed. Plus we will continue to host tables for traditional asset classes- Hotels, Industrial, Multifamily, Office, Retail Investors as well as New Funds and Women in Real Estate

Please Choose Track 'A', 'B' or 'C'
2:05 PM Track A
Debt Shark Tank... Fund Borrower/Financier
Loan-to-value ratios, interest rates and personal guarantees will be among the discussion points as we financing from a project or portfolio point of view

Shawn Miller

CEO
5 Arch

Shawn Miller

CEO
5 Arch

Russell Appel

President
Praedium Group, LLC

Peter Locke

Principal
Spectrum Group Management, LLC

Hal Scudder

Chief Investment Officer
Phillips Edison
2:05 PM Track B
Private Equity Firms Operating on a Deal-By-Deal Basis
• How do you decide if you should structure a specific transaction in your fund or to outside investors?
• Fees vs. fund investments
• The GP perspective on what needs to be done internally and externally vs. funds; Is this method more labor intensive then the fund model?
• Carry access vs. fund structure
• With the increase in time to fundraise how much is it worth not having to?
• Are you still planning on entering/returning to the traditional fundraising market?

Marshall Brozost

Partner
Schulte Roth & Zabel LLP

Teddy Schiff

Partner
Arel Capital

Jason Grossman

Managing Director
Berkshire Group

Aaron Mesmer

Principal-Acquisitions
Block Real Estate Services, LLC

Darren Boswell

Partner
LQC Partners, LLC

Edward Pascual

Managing Director
Oak Pass Capital Management

Jordan Socaransky

Principal
Westport Capital Partners, LLC
2:05 PM Track C
Evaluating the New York City Market
• Condos & Residential development
• Prices and other data vs. last peak
• Brooklyn… Don’t fuhgeddaboudit!
• Office mega projects
• What kind of repositioning plays make sense in this market?
• Outside of the 5 boroughs… What are the real estate markets like?
• Is the financing as competitive as the property market?

Dennis Russo

Chair of New York Real Estate
BakerHostetler

Greg Gleason

Managing Partner
Corigin Real Estate

Mark Van Zandt

Executive Director
GreenOak Real Estate Advisors

Sam Sidhu

Chief Executive Officer
Megalith Capital Management

Nick Bienstock

Managing Partner
Savanna

Tarak Patolia

Chief Investment Officer
Sterling American Property Inc.

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc
3:05 PM Track A
Markets in the First Innings of Growth... Secondary & Tertiary CRE Developments
• Will these markets attract foreign capital?
• What markets are still in the bus and haven’t arrived at the stadium yet?
• Risk/Reward tradeoff
• Pricing vs. ’07
• Valuation
• Is there more competition of funds dedicated to this space?
• Which asset classes are you targeting?
• Are large funds looking for local operators?
• Lending terms and availability… Are they improving?
• Can you achieve economies of scale in your local operation?

Lisa Knee

Partner
EisnerAmper LLP

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Chris Fraley

CIO
RealtyMogul

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC

Desmond McGowan

Chief Financial Officer
True North Management Group, LLC

Jeff Adler

VP, Matrix
Yardi Systems
3:05 PM Track B
Fund Structuring
• Current waterfalls (pooled) and fees for GPs
• Separate Account JV terms (opt-in clubs/ROFOs)
• Terms for investors inside the GP (to meet co-invest requirements)
• GP exclusivity
• Side letter terms
• Fund and investment period duration
• Reinvestment of proceeds
• Tax blocker structure flexibility (UBTI, ECI, REITs)
• Distribution verification by accountants and other new advisory committee demands

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Josh Carper

Executive Director, Finance
Greystar Real Estate Partners

Peter Fish

Managing Director, lnvestment Banking
Raymond James & Associates, Inc.

Daniel Michaels

Managing Director
Stockdale Capital Partners

Steve Jasa

CFO-Investment Management Group
The Wolff Company
3:05 PM Track C
New Mezz Loan Originations/Borrowing & Relative Value vs. Other Debt Investments
• What is your sweet spot?
• Fundraising for the mezz area
• Short-and medium-term terms
• How do you look at the mid and small fund market? Secondary cities?
• Are you hitting your return bogeys?
• Preferred equity
• Latest in protection against defaults on new deals
• Buying NPLs & Subperforming loans… Is there still value?
• Impact of dequity players
• Lots of loans for sale in Europe…
• Do you prefer to be in the mezz or equity as investors or lenders?

Diane McCabe

Partner
Goodwin Procter LLP

Shaunak Tanna

Head of Structured Investments
Basis Investment Group

Gil Tenzer

Partner & Director of Real Estate
Contrarian Capital Management, LLC

Christian Dalzell

Chief Originations Officer
Starwood Property Trust

Gregory Breskin

Managing Director
StoneBeck Capital LLC
3:50 PM
Refreshments Courtesy of:

4:15 PM Track A
Foreign Fund Structures
• Incorporating EB-5 financing into your fund docs
• Early redemption issues
• What is the IRS looking at?
• What you need to know about various tax jurisdictions
• Withholding tax complexities
• Active vs. passive income
• Volcker rule concerns regarding LPs (joint public and non-covered funds) that may be banking entities
• How much does it cost to administer foreign LPs vs. US?
• Pending legislation to be concerned with
• The impact of weak foreign currency on gaining access to foreign capital & EB-5 financing

Tim Trifilo

Partner-National Real Estate Tax Leader
CohnReznick LLP

Kye Joon Lee

Managing Director, Head of Asia
Clarion Partners

Jason Maxwell

General Counsel
Hines Advisors Limited Partnership

Ishan Singh

Managing Director
REV-Re Capital Ventures

Matthew Posthuma

Partner
Ropes & Gray, LLP
4:15 PM Track B
New/Small Fund Launches... What You Need to Know
• What should the background of my partners and I be?
• How much is this going to cost? How much time is this going to take?
• In-house vs. using a placement agent
• The administrative side of things
• The second fund raise… Incorporating what you learned on the first one
• What kind of LPs are more likely to give new managers a chance?

Bradford Lenox

Partner
Morris, Manning & Martin, LLP

Michael Dombai

Managing Director
Cortland Part of Alter Domus Group

Scott Purcell

Founder, CEO
FundAmerica

Peter Casey

Director
Interstate Equities

Jeff Wilson

Chief Executive Officer
Pereview Software

Adam Lesnick

Counsel
Seward & Kissel LLP
4:15 PM Track C
Opportunistic vs. Value-Added vs. Core Investments: Where is the LP $$ Going Today?
• Defining Core plus
• Mid-teens… How would you define?
• Role of financing
• Where?
• Income vs. appreciation vs. combination
• Can secondary cities be core? 24-hour cities be opportunistic?
• Typical IRR and risk of different categories
• Leverage use • Holding periods
• Comparing returns at different cycle points

Ronald Kaplan

National Lead, Commercial Real Estate Practice
CohnReznick LLP

Elizabeth Beckwith

VP
EII Capital Management

Thomas Wall

Partner, Director of Acquisitions
LCN Capital Partners

Marc Ehrlich

CIO
Rose Associates

Richard McCready

President
The Davis Companies
5:00 PM Track A
Fund Exit Strategies... IPO, Liquidate, M&A vs. Secondary Market
• With the economy perking up is it a good time to lock in gains and exit or is there still more room to grow
• End of fund life decisions and discretion
• Impact of cycle
• Partial exits
• Entity level exits
• When is it best to exit a project mid-stream? Before the development starts?
• Debt exits

Jeffrey Alpaugh

Managing Director, Global Real
Marsh & McLennan Companies, Inc.

Phil Barker

Sr. Managing Director
CBRE Capital Advisors, Inc.

Eric Rubenfeld

Principal, Legal, Compliance & HR; Chief Legal Officer; Chief Compliance Officer
CIM Group

David Palame

Managing Director & Deputy General Counsel
Colony Capital

Leslie Greis

Managing Member
Perennial Capital Advisors, LLC
5:00 PM Track B
Securing Capital From Family Offices & Wealth Managers
• How can a fund tap this market?
• Foreign wealthy $$... What you need to know
• Role of fund-of-funds in this market
• How important is track record?
• Comparing the wealthy vs. super wealthy
• What type of real estate investments are they looking at this year vs. the past?

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Paul Kang

President & CIO
Alta Companies

Craig Spencer

CEO
Arden Group, Inc.

Doug Lee

Managing Director and Head of Capital Market
ExcelCore

Katherine Hill Ritchie

CEO
PEX Global, Inc

Roy Abrams

Founder & CEO
RealConnex
5:00 PM Track C
Technology Trends, Demographics & The Impact on Real Estate
Millennials with their 10 different portables devices and technological know-how and lifestyle are coming of age and into the workforce as baby boomers, not exactly luddites, are retiring. How is this changing different property types and real estate today and in the future and how should you be changing your real estate investment strategy to cater to both these key demographies?

• Going downtown… With both millennials and baby boomers wanting to be in the city is paying a 3 cap worth it?
• Transit-oriented developments
• More baby boomers… Is there enough senior housing?
• What are we going to do with the land for residential development 1 hour away from the city? Will driverless cars help?
• Supply/Demand of senior housing and medical office sectors
• What happens when the millennials grow up?
• Crowdfunding… What will be the impact?
• Retail & Office: Will the dislocation continue?
• Tech and the data center play

Howard Barash

Principal
CohnReznick Advisory Group

Oscar Vasquez

Chief Operating Officer
Encore Capital Management

Howard Fields

Senior Vice President
Inland Institutional Capital LLC

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

Nav Athwal

Founder & CEO
RealtyShares

Frank Small

Principal
SilverStone Health Care Real Estate
5:45 PM
Networking Reception Courtesy of:

6:45 PM
Day One Concludes
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Event Contacts for 16th Annual US Real Estate Opportunity & Private Funds Investing Forum

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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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