Conestoga International - Making Life Settlements Great AgainLiquid Life Settlements harness the power of life settlements without the drawbacks associated with traditional life settlements. There are no mandatory premium calls and no long-term tie-up of investor funds waiting for policies to mature. Investors can exit their positions at any time with a refund. Invested amounts double in value upon policy maturities from a portfolio of policies insuring senior citizens who are well into their ... (view full description)
Conestoga International - Making Life Settlements Great Again
Liquid Life Settlements harness the power of life settlements without the drawbacks associated with traditional life settlements. There are no mandatory premium calls and no long-term tie-up of investor funds waiting for policies to mature. Investors can exit their positions at any time with a refund. Invested amounts double in value upon policy maturities from a portfolio of policies insuring senior citizens who are well into their eighties with an average age of 85. The insureds have outlived their original life expectancies. Purchase prices include up to three years of premium payments, and gains are fixed amounts that are known before investors purchase.
Liquid Life Settlements - the new way to invest in life settlements.
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors ... (view full description)
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world.
We strive to be the leading global business law firm by delivering quality and value to our clients.
We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake.
Our clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Proskauer’s REIT team has an extraordinary record of success in the United States and around the world. A formidable combination of strengths sets us apart from the crowd. We have unrivaled experience in the industry. Over the past two years, we have advised on more than half of the total equity raised by nonlisted REITs. We’ve also advised in many of the prominent M&A deals involving REITs such as business combinations, stock purchases and going private transactions. Chambers r ... (view full description)
Proskauer’s REIT team has an extraordinary record of success in the United States and around the world. A formidable combination of strengths sets us apart from the crowd.
We have unrivaled experience in the industry. Over the past two years, we have advised on more than half of the total equity raised by nonlisted REITs. We’ve also advised in many of the prominent M&A deals involving REITs such as business combinations, stock purchases and going private transactions. Chambers regards Proskauer as a “well-respected option to represent clients on the full array of transactions including private placements and public offerings of equity, and acquisitions and dispositions.”
We’ve also blazed a trail of innovation in REITs for years, including the first traded REIT to raise equity through a firm commitment underwriting and then through best efforts offerings in the independent broker-dealer community, the creation of the first REIT unit investment trust and the first non-traded REIT to be listed with a simultaneous issuer tender offer.
We represent clients across the spectrum of issuers, underwriters and investors. Our capabilities extend to a broad range of transactions—from initial public offerings, mergers, tender offers and joint ventures to a myriad of financings— in most major property sectors and all stages of investment.
Our REIT lawyers provide comprehensive representation by drawing on the deep knowledge and experience of colleagues in our other practices, particularly Capital Markets, Mergers & Acquisitions, Private Equity, Compensation and Tax.
Alston & Bird showcases one of the largest and most sophisticated REIT practices in the United States. Situated at the intersection of capital flows and real property, the team offers the full array of experience needed to handle virtually any type of transaction. Our REIT practice is an industry-leading, interdisciplinary group that consists of corporate, securities, real estate and tax specialists, focused on publicly traded, non-traded and private REITs and private investment funds.
SERVICES Since its inception in 2007, Nelson Brothers has acquired and managed over $240 million in assets through the acquisition of 19 student housing properties and 3 assisted living properties across 9 states. Nelson Brothers focuses on targeted growth opportunities and value-added investments for its clients through capital improvements, cost efficiency, and revenue maximization. Its entities include Nelson Brothers Professional Real Estate LLC, and Nelson Brothers Property Management Inc. ... (view full description)
SERVICES
Since its inception in 2007, Nelson Brothers has acquired and managed over $240 million in assets through the acquisition of 19 student housing properties and 3 assisted living properties across 9 states. Nelson Brothers focuses on targeted growth opportunities and value-added investments for its clients through capital improvements, cost efficiency, and revenue maximization. Its entities include Nelson Brothers Professional Real Estate LLC, and Nelson Brothers Property Management Inc.
STRATEGYOur strategy is to focus on assets that cater to growing demands—in particular, niche industries such as assisted living or collegiate housing—that we believe to be stable and less correlated to market fluctuations. Further, both target demographics—college students and the elderly—are desirable demographics.
EXPERIENCEPatrick and Brian Nelson, principals of the firm, have been involved in the underwriting, syndication and acquisition of over 40 properties totaling more than $500 million, including major rehabilitation and ground up development on student housing properties. Their portfolio includes student housing properties ranging in values of $3 million to $44 million nationwide.
Nelson Mullins is a diversified law firm of more than 550 attorneys, policy advisors, and professionals across 17 offices serving clients in more than 100 practice areas. Our litigators are trial lawyers, serving Fortune 200 clients, litigating high-stakes matters, and participating on national and virtual trial teams. Our corporate and transactional teams provide high quality corporate, securities, finance, venture capital, commercial real estate, real estate capital markets, and technology ... (view full description)
Nelson Mullins is a diversified law firm of more than 550 attorneys, policy advisors, and professionals across 17 offices serving clients in more than 100 practice areas.
Our litigators are trial lawyers, serving Fortune 200 clients, litigating high-stakes matters, and participating on national and virtual trial teams. Our corporate and transactional teams provide high quality corporate, securities, finance, venture capital, commercial real estate, real estate capital markets, and technology services. Our government relations team serves clients at the federal, state and local levels and includes former high-ranking government officials. Our intellectual property group has been recognized nationally for IP litigation and provides a full-range of IP services for clients across industry sectors. Our Nelson Mullins Encompass team is a dedicated practice group that provides integrated eDiscovery and information governance services to clients on a flexible and scalable basis, serving as Enterprise eDiscovery Counsel for Fortune 200 clients and empowering focused and defensible strategies with law firm accountability.Together, we serve as trusted advisors to clients across a range of business sectors with client relationship fundamentals of quality, dependability, solution-oriented service and value.
NorthStar Securities, LLC (NorthStar) is the broker-dealer affiliate of Colony NorthStar, Inc. (Colony NorthStar; NYSE: CLNS), a leading global real estate and investment management firm with approximately $57 billion* in assets under management. Colony NorthStar strategically manages real estate and other investment platforms in the United States and internationally and was one of the first institutional managers to offer non-traded retail products to individual investors. Colony Nort ... (view full description)
NorthStar Securities, LLC (NorthStar) is the broker-dealer affiliate of Colony NorthStar, Inc. (Colony NorthStar; NYSE: CLNS), a leading global real estate and investment management firm with approximately $57 billion* in assets under management. Colony NorthStar strategically manages real estate and other investment platforms in the United States and internationally and was one of the first institutional managers to offer non-traded retail products to individual investors. Colony NorthStar provides retail clients with access to a diverse range of institutional-quality alternative investment programs designed to meet a variety of investor objectives.
NorthStar’s ability to provide quality alternative investment solutions is a product of Colony NorthStar’s established investment approach, institutional management team and strategic partnerships. With more than 60 dedicated professionals, NorthStar strives to enable financial advisors to assist their clients in making informed investment decisions that meet their financial goals.
For more than forty years, Phoenix American has provided transfer agent and back office services so securities sponsors can focus on their core business. Our innovative culture has reinvented the transfer agent and investor services professions with state-of-the-art technology and dedicated customer service. Phoenix transfer agent services allow alternative investment funds of all sizes to achieve a higher level of efficiency and maximize shareholder value.
The Bowman Law Firm conducts legal and financial due diligence on a wide array of alternative investment products. We approach each due diligence review with an in depth view and issue due diligence reports to our clients with the results of the review. Covering non-traded REITs and BDCs, closed end funds, 1031s, private offerings, private equity and hedge fund reviews, our goal is to make our clients’ due diligence process more efficient. We are a virtual law firm with people located acro ... (view full description)
The Bowman Law Firm conducts legal and financial due diligence on a wide array of alternative investment products. We approach each due diligence review with an in depth view and issue due diligence reports to our clients with the results of the review. Covering non-traded REITs and BDCs, closed end funds, 1031s, private offerings, private equity and hedge fund reviews, our goal is to make our clients’ due diligence process more efficient. We are a virtual law firm with people located across the U.S.
As a leading full-service investment bank, we provide a full array of corporate finance, research, sales and trading services to corporate, institutional and high net worth clients. Headquartered in Los Angeles, with offices across the United States, the firm is recognized for its distinguished Equity Research. Our investment banking services include merger and acquisitions advisory to public and private companies, initial and secondary public offerings, and institutional private placements ... (view full description)
As a leading full-service investment bank, we provide a full array of corporate finance, research, sales and trading services to corporate, institutional and high net worth clients. Headquartered in Los Angeles, with offices across the United States, the firm is recognized for its distinguished Equity Research. Our investment banking services include merger and acquisitions advisory to public and private companies, initial and secondary public offerings, and institutional private placements. Engaged by both companies and investors, our Corporate Governance Advisory Services Group helps maximize value for shareholders.
Founded in 1997, the firm began by successfully targeting small-capitalization California-based companies and has won a reputation for providing proprietary, unbiased and often contrarian equity research coverage of companies that are under-followed or misunderstood by Wall Street.
Providing Independent Research:We conduct extensive due diligence before initiating coverage on a company. Fundamentals driven research focuses on an in-depth analysis of earnings, cash flow trends, balance sheet strength, industry outlook, and strength of management that involves extensive meetings with key management, competitors, channels partners and customers.
Advisors and resources for your real-world legal questions. Businesses need legal advisors who can help them power through the obstacles they face daily; we’ve built a law firm with more than 2,000 lawyers in 38 locations to help you do so effortlessly. From the obscure regulatory question to bet-the-company deals and litigation, GT's team is equipped to guide you through your business's difficult legal decisions.
Through an active and engaged financial professional network, GWG brings access to income and growth opportunities. GWG Holdings, Inc. (GWG) through its subsidiaries specializes in acquiring life insurance policies in the secondary market from seniors who no longer want, need or can afford their policies. Through our self-funded business model and nationwide network, GWG Holdings is raising money at a volume and pace that is allowing for fast and agile scale up of our investment products ... (view full description)
Through an active and engaged financial professional network, GWG brings access to income and growth opportunities.
GWG Holdings, Inc. (GWG) through its subsidiaries specializes in acquiring life insurance policies in the secondary market from seniors who no longer want, need or can afford their policies.
Through our self-funded business model and nationwide network, GWG Holdings is raising money at a volume and pace that is allowing for fast and agile scale up of our investment products as the new opportunities in alternative asset classes emerge.
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlih ... (view full description)
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters.
MacDonald Realty Group is a Dallas-based, full service real estate investment firm specializing in Multi-Family value enhancements and turnarounds. Through our strict business model we focus on the North Texas Multi-Family markets providing our investors with a strong return based on Capital Preservation, Current Cash Flow and Capital Growth.
The Funds and Real Estate Capital Markets Practices at Morris, Manning & Martin have assisted clients in raising billions of dollars for deployment in a variety of companies and real estate ventures. Our team represents real estate developers and operating companies, financial institutions, pension funds, institutional investors, investment advisors and asset managers with respect to their real estate investments, both in the U.S. and abroad. Our investment and development work touches every ... (view full description)
The Funds and Real Estate Capital Markets Practices at Morris, Manning & Martin have assisted clients in raising billions of dollars for deployment in a variety of companies and real estate ventures. Our team represents real estate developers and operating companies, financial institutions, pension funds, institutional investors, investment advisors and asset managers with respect to their real estate investments, both in the U.S. and abroad. Our investment and development work touches every real estate asset class, including affordable housing, brownfield, condominium, hotel, industrial/distribution, mixed-use, multifamily, office, resort, retail, student housing, and timber. We combine extensive real estate industry knowledge with legal acumen to make deals happen, adding value through introductions to capital and product sources and the facilitation of strategic relationships. At Morris, Manning & Martin, our clients' success is the only true measure of our success.
CONSULTING & OUTSOURCING Noble Street Advisors was formed by the merger of three firms that share a common vision: Provide real estate organizations with the guidance, resources, and technology needed for institutional quality reporting. By seamlessly combining CFO advisory, accounting, and technology services Noble Street provides the skills and tools needed for institutional quality accounting and reporting.
Peachtree Hotel Group operates, develops and invests in premium-branded, select- and limited-service and extended-stay hotel assets under the Marriott, Hilton, Hyatt, Choice and InterContinental Hotels Group flags. Since its inception, Peachtree has invested in more than $1.56 billion of hotel properties and first mortgage notes. Peachtree’s current portfolio is comprised of 75 hotel assets totaling 8,991 rooms, including 34 real estate assets and 41 notes.
RealtyMogul.com launched in 2013 with one mission: simplify real estate investing by connecting investors through cutting-edge technology.
Resource is an asset management company that specializes in real estate and credit investments. The company’s investments emphasize consistent value and long-term returns with an income orientation. Resource is a wholly owned subsidiary of C-III Capital Partners LLC, a leading real estate and credit investment management and commercial property services company.
Securities Transfer Corporation has been providing quality service since 1987. We are one of the largest Transfer Agents in the Southwest United States. Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the finest, most responsive transfer services available anywhere. We pride ourselves with personal attention to our client's needs. We suppl ... (view full description)
Securities Transfer Corporation has been providing quality service since 1987. We are one of the largest Transfer Agents in the Southwest United States. Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the finest, most responsive transfer services available anywhere. We pride ourselves with personal attention to our client's needs. We supply online access for our clients and shareholders to download necessary forms. Securities Transfer Corporation works with all our clients to bring quality service at the lowest possible cost.
Securities Transfer Corporation is an approved Registrar and Transfer Agent for major Stock Exchanges, including NYSE and NASDAQ. We are registered with the Securities & Exchange Commission, operating under its authority and guideline. See our Services Page for our full line of quality services we offer to our clients.
We look forward to having the opportunity to show you why Securities Transfer Corporation should be your transfer agent of choice for your public or private company. Please contact us with any questions you may have concerning your company's needs.
Shopoff Realty Investments is a real estate investment firm specializing in offering qualified clients diversified long-term investment opportunities that can be used to create a customized portfolio consistent with their unique financial profiles and goals. Our clients comprise a wide range of investors and joint venture partners that includes banks, developers, builders, high-net-worth individuals, and the public in general. Shopoff Realty Investments provides access to a broad spectrum of in ... (view full description)
Shopoff Realty Investments is a real estate investment firm specializing in offering qualified clients diversified long-term investment opportunities that can be used to create a customized portfolio consistent with their unique financial profiles and goals. Our clients comprise a wide range of investors and joint venture partners that includes banks, developers, builders, high-net-worth individuals, and the public in general.
Shopoff Realty Investments provides access to a broad spectrum of investment products and opportunities with the potential for high returns, including residential, multi-family, commercial and retail properties, mortgage banking products, and real estate investment trusts. For more than 25 years our firm has been known for its dedication to personal integrity, operational transparency, industry expertise and our total commitment to the success of our investors.
With a proven track record of results, Shopoff Realty Investments combines passive real estate investment opportunities with a heavy emphasis on client care. We offer qualified high-net-worth clients a gateway to participate in strategic investments including land investments, residential and commercial properties, mortgage products, and pooled funds with trust and confidence in our expertise.
As a private investment firm, Shopoff Realty Investments places the needs of our investors above all else, offering personal, one-on-one service and an open line of communication to our founder and principal, William Shopoff. It is this commitment to our clients, coupled with our expertise in real estate investing, which has made us the investment company of choice among many new and established investors.
Investing in Shopoff Realty Investments limited partnerships involves a high degree of risk, including the possible complete loss of your investment. In addition to being an illiquid investment with an uncertain liquidity date, these investments may have other risks involving:
Uncertainties in the real estate entitlement process, which may result in increased costs, delays, and risks of ownership of the property. Uncertain or weak general market conditions relating to the future disposition of properties. Possible unforeseen costs or liability associated with the properties. Competitive pressures on selling price. Possible conflicts of interest. Possible requests for additional capital to maintain your ownership share. Uncertainty regarding future taxes.The past performance of any of Shopoff Realty Investments' Limited Partnerships is no guarantee of future results.
UMB Fund Services provides a full range of services to hedge funds, funds of funds, private equity funds and all types of registered alternative funds. We offer a cost-effective, practical solution for fund managers, providing clients with a complete back-office solution. Our infrastructure is “dropped in” to each client’s operations, creating efficiencies and economies of scale.
ADISA (Alternative & Direct Investment Securities Association) is the nation’s largest trade association for the non-traded alternative investment space. ADISA represents over 4,000 financial industry members, reaching over 220,000 finance professionals, with sponsor members having raised in excess of $200 billion in equity, serving more than 1 million investors.
The IPA supports individual investor access to a variety of asset classes not correlated to the traded markets and historically available only to institutional investors, including: non-traded REITs, non-traded business development companies (BDCs), energy and equipment leasing programs and real estate private equity offerings. Direct Investment products are held in the accounts of more than 2 million individual investors. They remain a critical component of an effectively diversified investment ... (view full description)
The IPA supports individual investor access to a variety of asset classes not correlated to the traded markets and historically available only to institutional investors, including: non-traded REITs, non-traded business development companies (BDCs), energy and equipment leasing programs and real estate private equity offerings. Direct Investment products are held in the accounts of more than 2 million individual investors. They remain a critical component of an effectively diversified investment portfolio and serve an essential capital formation function for the U.S. economy. The mission of the IPA is advocating Direct Investments through education and public awareness.
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.
Institutional Real Estate Americas is a monthly publication for institutional investors in real estate — pension plans, foundations and endowments — and the consultants and real estate investment managers who serve them. With an emphasis on insights and analysis, the publication provides information about the people, events and trends driving this market. Features cover portfolio management, investment strategy and capital flows, with a focus on supporting the staff and investme ... (view full description)
Institutional Real Estate Americas is a monthly publication for institutional investors in real estate — pension plans, foundations and endowments — and the consultants and real estate investment managers who serve them. With an emphasis on insights and analysis, the publication provides information about the people, events and trends driving this market. Features cover portfolio management, investment strategy and capital flows, with a focus on supporting the staff and investment committee members of public and corporate pension plans, foundations, and endowments. Every issue also contains lists of recent commitments and new fund offerings; people moves and promotions; and news and data about real estate fundraising and investment activity.
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 a ... (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.
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the real assets class. The magazine provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. Real Assets Adviser covers the entire spectrum of real assets, including real estate, infrastructure, energy and commodities/precious metals. If you are a registered i ... (view full description)
Real Assets Adviser is the first and only publication dedicated to providing actionable information on the real assets class. The magazine provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. Real Assets Adviser covers the entire spectrum of real assets, including real estate, infrastructure, energy and commodities/precious metals. If you are a registered investment adviser, wealth manager, family office, independent broker-dealer, you are eligible to receive Real Assets Adviser free.
Get the Early Lowdown on Deals and Dealmakers Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www ... (view full description)
Get the Early Lowdown on Deals and Dealmakers
Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com
The DI Wire delivers the advisor-sold non-traded Direct Investment Industry a dedicated news publication that allows all levels of professionals to become more informed, better educated, and better suited to drive the industry’s continued growth. Readers benefit from centralized coverage of non-traded REITs and BDCs, oil and gas partnerships, equipment leasing, and other limited partnerships. The DI Wire provides tools and resources that are essential to financial advisors involved or in ... (view full description)
The DI Wire delivers the advisor-sold non-traded Direct Investment Industry a dedicated news publication that allows all levels of professionals to become more informed, better educated, and better suited to drive the industry’s continued growth.
Readers benefit from centralized coverage of non-traded REITs and BDCs, oil and gas partnerships, equipment leasing, and other limited partnerships.
The DI Wire provides tools and resources that are essential to financial advisors involved or interested in non-traded direct investments.
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*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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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:
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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.
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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.
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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.
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