Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,200 retail financial centers, approximately 17,000 ATMs, and ... (view full description)

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,200 retail financial centers, approximately 17,000 ATMs, and award-winning digital banking with approximately 41 million active users, including approximately 32 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
[updated October 14, 2021]
Barclays is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 83,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Bar ... (view full description)

Barclays is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 83,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com/ib
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). Our strategy builds on Credit Suisse's core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature ma ... (view full description)

Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). Our strategy builds on Credit Suisse's core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 47,860 people. The registered shares (CSGN) of Credit Suisse AG's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at
DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe. We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our a ... (view full description)

DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe.
We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our agility, transparency, and tech-forward approach.
DBRS Morningstar is empowering investor success as the go-to source for independent credit ratings. And we are bringing transparency, responsiveness, and leading-edge technology to the industry.
That’s why DBRS Morningstar is the next generation of credit ratings.
Learn more at dbrsmorningstar.com.
Ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets and have been since their inception. Our clients, both issuers and u ... (view full description)

Ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets and have been since their inception. Our clients, both issuers and underwriters, are among the most highly respected global financial services institutions. We understand the evolution of structures because we were involved in many of the industry’s key firsts. We design and execute continuous offering programs. Since 2002, our lawyers have advised on over 8,500 deals with a combined value of more than $4 trillion, consistently leading the league tables. Our practice is on top of the quickly changing regulatory landscape. Our lawyers wrote the books that structured finance lawyers rely on: Offerings of Asset-Backed Securities and The Federal Securities Law of Asset-Backed Securities.
Morgan Lewis offers partner-led teams equipped with years of experience and an acute understanding of your business objectives and how to accomplish these in the most cost-effective manner. In addition to a robust, dedicated structured transactions practice and resources, we offer and utilize key practice area expertise to support transactions, including tax, ERISA, broker-dealer, real estate, and investment company practice lawyers.
Nomura is a global financial services group with an integrated network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadersh ... (view full description)

Nomura is a global financial services group with an integrated network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. At Nomura, we connect a diverse range of clients globally, including financial institutions, corporate organizations, institutional investors, financial sponsors and governments. We offer them with the latest investment banking and advisory services, trading of global securities and access to our extensive research and insight capabilities. Driven by the insights of some 26,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 72 countries, with more than 202,600 employees, of which almost 155,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investor ... (view full description)

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 72 countries, with more than 202,600 employees, of which almost 155,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.
In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the European leader in consumer lending.
BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk mana ... (view full description)

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management.
S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world's leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative cr ... (view full description)

S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world's leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information to help support the growth of transparent, liquid debt markets worldwide. . Learn more at spglobal.com/ratings.
Brean Capital is an independent investment bank and asset management firm. We focus on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management. Our fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury ... (view full description)

Brean Capital is an independent investment bank and asset management firm. We focus on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management. Our fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt.
The Capital One Financial Institutions Group develops innovative credit and financial solutions to clients in the financial sector, including asset managers, commercial and consumer finance companies and captive finance affiliates. We provide financing for a range of asset classes, from asset-based lending and factoring to secured business credit, leveraged lending, consumer finance, residential mortgage finance and more. Our financing team offers industry expertise, leveraging th ... (view full description)

The Capital One Financial Institutions Group develops innovative credit and financial solutions to clients in the financial sector, including asset managers, commercial and consumer finance companies and captive finance affiliates. We provide financing for a range of asset classes, from asset-based lending and factoring to secured business credit, leveraged lending, consumer finance, residential mortgage finance and more.
Our financing team offers industry expertise, leveraging the resources of a top 10 U.S. bank and the deep understanding of micro and macro industry trends, to help clients stay ahead of the game. We can help you make smarter decisions through advanced analytics, with access to data made possible by our extensive global financial operations, lending and investments.
Our capabilities extend beyond lending, to provide a full range of customized banking, treasury management and corporate card services to help alternative lenders manage their cash, credit, liquidity and other assets more efficiently and effectively. And our specialists have the experience and skill to structure tailored solutions for securitization, equity underwriting and corporate bond offerings. We can also leverage the capital markets to structure financing and hedging solutions through public finance, derivatives, foreign exchange and loan syndications.
Capital One offers a combination of seasoned expertise, the balance sheet strength of a top 10 U.S. bank and a commitment to offering the financing solution that’s right for our clients’ needs.
Banking products and services are offered by Capital One, N.A., Member FDIC. Securities products and services are offered through Capital One Securities, Inc., a non-bank affiliate of Capital One, N.A., and Capital One Bank (USA), N.A., a wholly owned subsidiary of Capital One Financial Corporation and member of FINRA/SIPC. Securities products and services offered or recommended are not insured by the FDIC, not bank guaranteed, not a deposit or obligation of Capital One, and may lose value.
Clifford Chance is one of the world's pre-eminent law firms, with significant depth and range of resources across five continents. We have the market leading practice in synthetic securitization and other types of credit risk transfer and risk sharing transactions and, in recognition of our market standing, were named North American Law Firm of the Year by SCI in 2020. We have worked on such transactions with many banks and investors for over 15 years, and have been intimately involved in th ... (view full description)

Clifford Chance is one of the world's pre-eminent law firms, with significant depth and range of resources across five continents. We have the market leading practice in synthetic securitization and other types of credit risk transfer and risk sharing transactions and, in recognition of our market standing, were named North American Law Firm of the Year by SCI in 2020. We have worked on such transactions with many banks and investors for over 15 years, and have been intimately involved in the development of the various legal and economic structures commonly seen in the market. Our experience includes all types of public and private significant risk transfer and risk sharing transactions. We are a single, fully integrated group made up of securitization, derivatives, structured products and commercial regulatory experts, supported by tax and litigation lawyers who are experienced leaders across the major financial centers, including London, New York, Frankfurt, Paris, Amsterdam, Brussels, Milan, Madrid, Hong Kong, Tokyo and Singapore. This combination of specialists working alongside each other provides our clients with access to unique legal advice. We have in-depth experience on all aspects of the EU and US regulatory frameworks which apply to and drive the structuring of synthetic securitization and significant risk transfer and risk sharing transactions, including:
the Basel capital accord and securitization framework; in the EU, the Capital Requirements Regulation, the Securitisation Regulation, the Alternative Investment Fund Managers Directive, the Credit Rating Agencies Regulation and the European Market Infrastructure Regulation in the US, the Volker Rule, the Dodd-Frank reforms, ERISA and all aspects of securities regulation.Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2019). Nearly 8,000 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investm ... (view full description)

Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2019). Nearly 8,000 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
For more information, please visit
Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations s ... (view full description)

Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations support. Deloitte appreciates that securitization is a highly complex and intricate process which affects all parts of your business. Our interdisciplinary approach in addressing the complexities of these subjects enables us to offer tailored services that apply to the specific conditions for, and directions of, each client. Working closely with you, and your other advisors, we are able to gain an understanding of your needs and your objectives from both a structural and business perspective. Deloitte is then able to help you shape the most appropriate innovation solutions to help address the administration, accounting, compliance, and surveillance demands of today's market. Understanding our clients' needs and responding to them quickly, with consistent, knowledgeable advice and strategic ideas is the cornerstone of our client service philosophy. It has made Deloitte a leading global provider of accounting related services to the securitization industry.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations.
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information services with operations ... (view full description)

Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
Kroll Bond Rating Agency, LLC and its affiliates (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. KBRA provides market participants with an alternative solution by delivering in-depth research across various sectors within the United States and European mark ... (view full description)

Kroll Bond Rating Agency, LLC and its affiliates (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. KBRA provides market participants with an alternative solution by delivering in-depth research across various sectors within the United States and European markets. We strive to provide the investment community with the products and tools needed to make informed investment decisions.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
Pacific Western Bank is a commercial bank with greater than $35 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 69 full-service branches located in California, with one branch located in Durham, North Carolina, and one branch located in Denver, Colorado. We offer national lending products including asset-based, equipment, and real estate loans and treasury management services to established middle-market businesses. To learn ... (view full description)

Pacific Western Bank is a commercial bank with greater than $35 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 69 full-service branches located in California, with one branch located in Durham, North Carolina, and one branch located in Denver, Colorado. We offer national lending products including asset-based, equipment, and real estate loans and treasury management services to established middle-market businesses. To learn more about Pacific Western Bank, visit www.pacwest.com.
SMBC Group, a global financial group headquartered in Tokyo, offers a wide range of products and services including banking, leasing, securities, credit cards, and consumer finance. With a 400-year history, the Group has more than 130 offices and 85,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group. In the Americas, we are more than 3,000 employees strong with a presence in the U.S., Canada, Mexico, Brazil, Chile, Co ... (view full description)

SMBC Group, a global financial group headquartered in Tokyo, offers a wide range of products and services including banking, leasing, securities, credit cards, and consumer finance. With a 400-year history, the Group has more than 130 offices and 85,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group. In the Americas, we are more than 3,000 employees strong with a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. Our Japanese heritage affirms a sense of honor and commitment that is increasingly rare in the financial services world. Our deeply held values of service, respect, and integrity are present in everything we do. Backed by the capital strength of SMBC Group and the value of its relationships throughout Asia, SMBC Group in the Americas offers a range of commercial and investment banking services to our corporate, institutional, and municipal clients. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Black Knight, (NYSE:BKI), is a leading provider of integrated technology, data and analytics that facilitate and automate many of the business processes across the mortgage lifecycle. Black Knight’s offerings include a comprehensive and highly accurate mortgage performance database as well as a leading mortgage behavioral model used to value CRT deals as well as all types of mortgage pools, securities, and MSRs. Black Knight delivers best-in-class technology, services and insight with a relentle ... (view full description)

Black Knight, (NYSE:BKI), is a leading provider of integrated technology, data and analytics that facilitate and automate many of the business processes across the mortgage lifecycle. Black Knight’s offerings include a comprehensive and highly accurate mortgage performance database as well as a leading mortgage behavioral model used to value CRT deals as well as all types of mortgage pools, securities, and MSRs. Black Knight delivers best-in-class technology, services and insight with a relentless commitment to excellence, innovation, integrity and leadership to effectively support the trading, risk, research, and compliance functions within the capital markets.
BNY Mellon is a leading global brand, carrying high rankings across all major rating agencies and recognized as one of the world’s largest custodians and one of the leading service providers of independent agency services. As the largest global provider of independent trustee services, our clients have access to our scale and stability and decades of market-leading experience within the mortgage backed securities (MBS) market. Our expertise spans across multiple credit cycles and covers both the ... (view full description)

BNY Mellon is a leading global brand, carrying high rankings across all major rating agencies and recognized as one of the world’s largest custodians and one of the leading service providers of independent agency services. As the largest global provider of independent trustee services, our clients have access to our scale and stability and decades of market-leading experience within the mortgage backed securities (MBS) market. Our expertise spans across multiple credit cycles and covers both the private and agency sector, supporting prominent government entities like Freddie Mac/Fannie Mae and Ginnie Mae.
We offer clients a full suite of issuer, investor, tax and rating agency reporting, right down to loan level details with the ability to support all phases of the mortgage securitization lifecycle. Because we don’t serve as an originator or arranger on the deals we service, we avoid conflicts of interest with our clients and transaction parties so they can take comfort that we always put the deal first.
Dechert is a leading global law firm advising on transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice. Dechert provides our clients access to a responsive, interdisciplinary, multi-jurisdictional team to address the complexities of modern finance transactions across categories and geographies. With more than 170 lawyers in the world’s major financial centers, Dechert’s internationally ... (view full description)

Dechert is a leading global law firm advising on transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice. Dechert provides our clients access to a responsive, interdisciplinary, multi-jurisdictional team to address the complexities of modern finance transactions across categories and geographies.
With more than 170 lawyers in the world’s major financial centers, Dechert’s internationally recognized global finance practice provides our clients with innovative deal structuring, creative financing strategies and efficient execution.
Dentons is the world's largest law firm, with over 12,000 lawyers across 204 locations in 81 countries, connecting talent to the world's challenges and opportunities. Dentons' legal and business solutions benefit from deep roots in our communities and award-winning advancements in client service. Dentons' polycentric and purpose-driven approach, commitment to inclusion and diversity, and world-class talent challenge the status quo to advance client and community interests. ... (view full description)

Dentons is the world's largest law firm, with over 12,000 lawyers across 204 locations in 81 countries, connecting talent to the world's challenges and opportunities. Dentons' legal and business solutions benefit from deep roots in our communities and award-winning advancements in client service. Dentons' polycentric and purpose-driven approach, commitment to inclusion and diversity, and world-class talent challenge the status quo to advance client and community interests.
Kirkland & Ellis is one of the world's leading law firms, with approximately 3,000 lawyers practicing from seventeen offices in the United States, Europe and Asia. Clients across the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters. Kirkland’s Asset Finance & Securitization group advises clients on both regular term and bank financing transactions and on innovative and complex transactions including ... (view full description)

Kirkland & Ellis is one of the world's leading law firms, with approximately 3,000 lawyers practicing from seventeen offices in the United States, Europe and Asia. Clients across the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters.
Kirkland’s Asset Finance & Securitization group advises clients on both regular term and bank financing transactions and on innovative and complex transactions including whole business securitizations and principal finance transactions that utilize structured finance techniques. We apply our depth and breadth of practice to a diverse range of transactions involving mainstream and exotic assets for clients that are new to structured finance and others that we have worked with for decades. We are regularly engaged in securitization transactions involving auto and other vehicle loan, lease and floorplan assets; trade receivables; equipment loans; operating assets; commercial loans; oil and gas receivables; healthcare receivables; credit card receivables; marketplace loans; and timeshare loans, SFRs, MSRs and other real estate-related assets.
Whether your organization issues complex financial transactions or invests in fixed income securities our Securitization professionals are here to assist. We have over 30 years in experience in providing agreed upon procedures across all asset classes, securitization tax compliance and planning, Regulation AB compliance procedures, and credit impairment analysis. The Securitization Practice at KPMG provides full lifecycle pre and post issuance service needs. Collectively with our experience and ... (view full description)

Whether your organization issues complex financial transactions or invests in fixed income securities our Securitization professionals are here to assist. We have over 30 years in experience in providing agreed upon procedures across all asset classes, securitization tax compliance and planning, Regulation AB compliance procedures, and credit impairment analysis. The Securitization Practice at KPMG provides full lifecycle pre and post issuance service needs. Collectively with our experience and service, we can provide a value-add to your organization from end-to-end through the securitization lifecycle.
Macquarie (MQG) is a diversified financial group providing asset management and finance, banking, advisory services, risk and capital solutions across debt, equity and commodities. Commodities and Global Markets (CGM) provides clients with an integrated, end-to-end offering across global markets including equities, fixed income, foreign exchange, commodities and credit. The platform covers more than 25 markets and over 160 products. Macquarie Credit Markets was est ... (view full description)

Macquarie (MQG) is a diversified financial group providing asset management and finance, banking, advisory services, risk and capital solutions across debt, equity and commodities.
Commodities and Global Markets (CGM) provides clients with an integrated, end-to-end offering across global markets including equities, fixed income, foreign exchange, commodities and credit. The platform covers more than 25 markets and over 160 products.
Macquarie Credit Markets was established in 2008 and works to help clients monetize and finance various credit assets, including but not limited to, corporate, consumer, small business, and residential & commercial real estate. Recently the division has focused its efforts on helping institutional investors looking to settle specific corporate credit assets into private debt funds with defined timing constraints, providing yield enhancing leverage, and addressing liquidity needs and certainty of closing. To find out more about Credit Markets Division, visit https://www.macquarie.com/us/corporate/financing/credit-markets
Mayer Brown is a distinctively global law firm – uniquely positioned to advise the world's leading companies and financial institutions on their most complex deals and disputes. Our firm serves many of the world’s industry and financial services leaders, including a significant portion of the world’s largest banks and investment banks, as well as many Fortune 100, FTSE 100, CAC 40, DAX, Hang Seng and Nikkei index companies. Mayer Brown is widely acknowledged as havin ... (view full description)

Mayer Brown is a distinctively global law firm – uniquely positioned to advise the world's leading companies and financial institutions on their most complex deals and disputes. Our firm serves many of the world’s industry and financial services leaders, including a significant portion of the world’s largest banks and investment banks, as well as many Fortune 100, FTSE 100, CAC 40, DAX, Hang Seng and Nikkei index companies.
Mayer Brown is widely acknowledged as having one of the premier securitisation practices in the world. We bring innovation to the global securitisation market and have a reputation for developing new technology and structuring innovative solutions. With more than 100 structured finance lawyers in offices across Europe, the Americas and Asia, we have one of the largest structured finance practices in the world – and with that size comes the knowledge, experience and workforce to tackle transactions of any scale in almost any jurisdiction. We are regularly engaged on global projects that require multi-jurisdictional teams that few other firms can offer.
Promoting and protecting investment worldwide: Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. With offices worldwide and customised, scalable solutions, our network is designed to deliver the expert tailored service our clients need - exactly how and where they need it.
Orrick is a leading global law firm focused on the Tech, Energy & Infrastructure, and Finance sectors. Our Structured Finance group is renowned for its innovative approach to the structuring, execution, and sale of commercial, residential, and asset-backed securities, as well as CLOs and other financings. We pioneer in developing new structures in the U.S. and Europe and advise on the industry’s most significant reform measures. Orrick is recognized by the Financial Times as ... (view full description)

Orrick is a leading global law firm focused on the Tech, Energy & Infrastructure, and Finance sectors. Our Structured Finance group is renowned for its innovative approach to the structuring, execution, and sale of commercial, residential, and asset-backed securities, as well as CLOs and other financings. We pioneer in developing new structures in the U.S. and Europe and advise on the industry’s most significant reform measures. Orrick is recognized by the Financial Times as “The Most Innovative Law Firm in North America” for 2016-2018 and a runner up for 2019-2020. For more information, please visit www.orrick.com.
United Capital Markets (UCM) is an institutional broker dealer specializing in buying distressed CMBS / RMBS / ABS (Structured Finance) securities almost entirely as principal. UCM has been a leading market maker since 1999 and commonly owns over 200+ securities in our accounts and affiliates. We make bids on almost any bond within just minutes providing liquidity to hundreds of institutions and private clients across the marketplace. Over the past 22 years, UCM has traded in excess of 50 billio ... (view full description)

United Capital Markets (UCM) is an institutional broker dealer specializing in buying distressed CMBS / RMBS / ABS (Structured Finance) securities almost entirely as principal. UCM has been a leading market maker since 1999 and commonly owns over 200+ securities in our accounts and affiliates. We make bids on almost any bond within just minutes providing liquidity to hundreds of institutions and private clients across the marketplace. Over the past 22 years, UCM has traded in excess of 50 billion face and has extensive knowledge of structured finance. On a continuous basis, the firm does in-depth research of several hundred securitizations and provides portfolio pricing for customers. UCM's valued customers include Money Managers, Mutual Funds, Insurance Companies, Hedge Funds, CBO Managers, Corporations and other Dealers.
Yieldstreet seeks to provide capital solutions to growing businesses to support expansion. We provide flexible credit structures, coupled with decades of lending experience, with the goal of helping entrepreneurial businesses lower their cost of capital over time as their business matures. Yieldstreet offers direct lending, performing asset purchases, and acquisitions of participation in commercial and consumer loans. We have the capital, experience, and a strategic vision to fund Ameria& ... (view full description)

Yieldstreet seeks to provide capital solutions to growing businesses to support expansion. We provide flexible credit structures, coupled with decades of lending experience, with the goal of helping entrepreneurial businesses lower their cost of capital over time as their business matures.
Yieldstreet offers direct lending, performing asset purchases, and acquisitions of participation in commercial and consumer loans. We have the capital, experience, and a strategic vision to fund Ameria's growing business.
An increasing number of top asset managers, lenders and family offices around the globe choose Alter Domus as their partner of choice. Whether you manage a small stand-alone fund with a limited number of investments or a large multi-billion dollar buyout fund with a complex stream of investments in multiple jurisdictions, we understand your world. Thanks to our deep knowledge of the alternative investment industry, we know first-hand the complex technical and operational challenges you face. Our ... (view full description)

An increasing number of top asset managers, lenders and family offices around the globe choose Alter Domus as their partner of choice.
Whether you manage a small stand-alone fund with a limited number of investments or a large multi-billion dollar buyout fund with a complex stream of investments in multiple jurisdictions, we understand your world. Thanks to our deep knowledge of the alternative investment industry, we know first-hand the complex technical and operational challenges you face.
Our vertically integrated approach provides you with solutions across the entire value chain of investment structures, from middle office support at fund level, all the way down to local special purpose vehicles and property companies. At any stage, our talent pool of over 2,200 employees apply their expertise and leverage our cutting-edge technology to put you ahead of the game and let you stay focused on your core activities.
We offer you a comprehensive range of services spanning fund administration, corporate services, agency services, CLO collateral administration, credit and structured product services, depositary services, transfer pricing, wealth administration, domiciliation, and management company services, thus providing you an easier, faster and more streamlined process.
Whether you are a local or a global player, thanks to our international network of 40 offices and desks, we are where you need us to be.
Assured Guaranty, the leading provider of municipal bond insurance and other financial guarantees, has protected investors and helped reduce the financing cost of municipal infrastructure and structured finance transactions for three decades. It guarantees timely payment of principal and interest through three subsidiaries: Assured Guaranty Municipal (AGM), which issues new policies only in public and infrastructure finance; Municipal Assurance Corp. (MAC), which provides insurance only in selec ... (view full description)

Assured Guaranty, the leading provider of municipal bond insurance and other financial guarantees, has protected investors and helped reduce the financing cost of municipal infrastructure and structured finance transactions for three decades. It guarantees timely payment of principal and interest through three subsidiaries: Assured Guaranty Municipal (AGM), which issues new policies only in public and infrastructure finance; Municipal Assurance Corp. (MAC), which provides insurance only in select sectors of the U.S. municipal bond market; and Assured Guaranty Corp. (AGC), a diversified financial guarantor. Financial guaranty insurance from these companies creates greater security and market liquidity for investors, who prize not only the unconditional and irrevocable promise of payment but also Assured Guarantys credit underwriting, negotiated terms, surveillance and, if necessary, remediation of bonds it insures. As a result, the guarantees make small, medium and large financings more cost-efficient for issuers. The group's holding company, Assured Guaranty Ltd., is listed on the New York Stock Exchange (ticker symbol AGO) and is held to the transparency standards of both the exchange and U.S. securities law. Learn more at AssuredGuaranty.com.
Axience is a boutique and specialised outsourcing firm providing bespoke data, analysis, research, surveillance and modelling support. We help leading investment banks, asset managers and investors as well as other market participants with focus across credit spectrum and structured credit.
Blue Water Financial Technologies LLC The clear choice for MSR Capital Markets solutions. We believe that through conservative risk management and intense regulatory insight, we can offer extensive modeling capabilities, oversight driven by risk limits and tighter attribution. Our key pillars of success include pricing, distribution, risk management & operational excellence. These are areas where we are committed to delivering the very best results to our clients. Our goal is to create, protect ... (view full description)

Blue Water Financial Technologies LLC The clear choice for MSR Capital Markets solutions. We believe that through conservative risk management and intense regulatory insight, we can offer extensive modeling capabilities, oversight driven by risk limits and tighter attribution. Our key pillars of success include pricing, distribution, risk management & operational excellence. These are areas where we are committed to delivering the very best results to our clients. Our goal is to create, protect and enhance the value proposition for our customers and their key stake holders.
Citadel SPV provides a comprehensive array of entity formation, governance, administration, accounting and investor reporting services to the global capital markets. We take pride in our unique capacities for specialized services in complex financing structures including securitization, project finance and alternative or special situations finance. Citadel SPV leverages more than 25 years of market experience to deliver consultative solutions for complex financing structures, including customize ... (view full description)

Citadel SPV provides a comprehensive array of entity formation, governance, administration, accounting and investor reporting services to the global capital markets. We take pride in our unique capacities for specialized services in complex financing structures including securitization, project finance and alternative or special situations finance. Citadel SPV leverages more than 25 years of market experience to deliver consultative solutions for complex financing structures, including customized structural alternatives, a complete array of independent director and officer services, sophisticated program management solutions and customized accounting and investor reporting solutions. Headquartered in New York, Citadel SPV offers its clients a comprehensive network of global service delivery locations, either directly or via our partner network including, Delaware, Texas, Cayman, United Kingdom, Ireland, Jersey, Isle of Man, Luxembourg, Netherlands, Switzerland, Singapore and Japan.
CohnReznick LLP is one of the leading advisory, accounting, and tax firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. Many of the country’s top companies, lenders, law firms, and investment firms call on CohnReznick’s Restructuring and Dispute Resolution team to assist in transitional, stressed, and distressed situations. The Firm, with origins dating back to 1919, is he ... (view full description)

CohnReznick LLP is one of the leading advisory, accounting, and tax firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. Many of the country’s top companies, lenders, law firms, and investment firms call on CohnReznick’s Restructuring and Dispute Resolution team to assist in transitional, stressed, and distressed situations. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.
Computershare Loan Services is a leading international third-party mortgage servicing company, currently administering over $100 billion of assets. We continue to invest in technology and servicing enhancements globally and in mortgage servicing rights across the USA. We help mortgage lenders optimize the performance of their portfolios and support hundreds of thousands of borrowers throughout the lifecycle of every loan. Our expertise, experience and understanding of large volumes of complex fi ... (view full description)

Computershare Loan Services is a leading international third-party mortgage servicing company, currently administering over $100 billion of assets. We continue to invest in technology and servicing enhancements globally and in mortgage servicing rights across the USA. We help mortgage lenders optimize the performance of their portfolios and support hundreds of thousands of borrowers throughout the lifecycle of every loan. Our expertise, experience and understanding of large volumes of complex financial data also help us provide insight and services to mortgage providers, investors and real estate professionals.
Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that enables policyowners to sell their unwanted or unneeded life insurance policies. For more than 20 years, Coventry has been the life settlement market leader, driving the industry forward and expanding opportunities for policyowners. Since its founding, Coventry has completed more than $40 billion in longevity-linked transactions. To learn more about Coventry, please visit ... (view full description)

Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that enables policyowners to sell their unwanted or unneeded life insurance policies. For more than 20 years, Coventry has been the life settlement market leader, driving the industry forward and expanding opportunities for policyowners. Since its founding, Coventry has completed more than $40 billion in longevity-linked transactions. To learn more about Coventry, please visit www.coventry.com.
Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients’ needs wherever they do business We have a level of flexibility that is increasingly rare to find amongst peers who are bank-owned, private equity-funded or listed. As such, we are able to tailor our services to fit your needs, both now and as they evolve. We are a ‘solutions-driven’ business. We strive to exceed expectatio ... (view full description)

Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients’ needs wherever they do business
We have a level of flexibility that is increasingly rare to find amongst peers who are bank-owned, private equity-funded or listed. As such, we are able to tailor our services to fit your needs, both now and as they evolve.
We are a ‘solutions-driven’ business. We strive to exceed expectations by collaborating with you and your advisers. Communicating openly at every stage, keeping you as informed as you need to be.
Because success matters.
Dealscribe is a technology-enabled research firm. We provide unbiased analysis on complex agreements such as collateralized loan obligations (CLOs), allowing users to find information quickly, track market standards and extract the key terms of a transaction into searchable, downloadable data. Based in London and New York, Dealscribe has the backing of a group of individuals with senior roles in the CLO industry. We provide: • Access to a library of over 1,000 CLO prospectuses and indenture ... (view full description)

Dealscribe is a technology-enabled research firm. We provide unbiased analysis on complex agreements such as collateralized loan obligations (CLOs), allowing users to find information quickly, track market standards and extract the key terms of a transaction into searchable, downloadable data. Based in London and New York, Dealscribe has the backing of a group of individuals with senior roles in the CLO industry.
We provide:
• Access to a library of over 1,000 CLO prospectuses and indentures, allowing users to view and compare the original text
• Downloadable deal terms organized into more than 250 normalized data points for each CLO
• Ability to compare deal terms for 2 or 200 different CLOs side-by-side
• Detailed reports on changing market standards
• Scorecards highlighting notable document features for individual CLOs
contact@dealscribe.com
The DealVector network connects fixed income professionals directly to authenticated, non-public holders of specific assets quickly and securely for the first time, enabling a more transparent and efficient market. With more than $2T in deal value, 1100+ firms, and over 780,000 deals loaded on its award-winning platform, DealVector provides an online global asset registry and communications platform for the $100 trillion fixed income market, empowering issuers, investors, advisors and brokers to ... (view full description)
The DealVector network connects fixed income professionals directly to authenticated, non-public holders of specific assets quickly and securely for the first time, enabling a more transparent and efficient market. With more than $2T in deal value, 1100+ firms, and over 780,000 deals loaded on its award-winning platform, DealVector provides an online global asset registry and communications platform for the $100 trillion fixed income market, empowering issuers, investors, advisors and brokers to efficiently address governance and restructuring issues, improve market surveillance, conduct price discovery, and source illiquid assets. For more information, visit www.dealvector.com.
Empirasign is the largest provider of trade color and dealer benchmark runs/offerings for US & UK Structured Products markets. Our Natural Language Processing and Machine Learning technologies transform disorganized market observations into actionable real-time market data and insight.
FINSIGHT creates high-reliability software that provides visibility and actionable insights into your ABS, RMBS, CLO, CMBS, M&A and corporate finance activities. Our platforms facilitate critical document and information distribution workflows that are backed by a fanatical 24/7 support team. Deal Roadshow ∙ InvestorSet ∙ DealVDR ∙ 17g5.com ∙ Evercall ∙ Finsight.com ... (view full description)

FINSIGHT creates high-reliability software that provides visibility and actionable insights into your ABS, RMBS, CLO, CMBS, M&A and corporate finance activities. Our platforms facilitate critical document and information distribution workflows that are backed by a fanatical 24/7 support team.
Deal Roadshow ∙ InvestorSet ∙ DealVDR ∙ 17g5.com ∙ Evercall ∙ Finsight.com
Global Securitization Services, LLC specializes in the ownership and administration of special purpose entities ("SPEs") in connection with structured finance transactions. GSS provides SPEs with equity capital and independent officers and directors, as well as back office administration services.
Infinity IPS, founded in 2003, is a mortgage industry leader providing end-to-end services and solutions for more than a decade. We specialize in Mortgage Due Diligence and Pre-Fund and Post-Close QC with additional mortgage services including valuation, risk management, specialized staffing and advisory services to Investment Banks, Originators, Government Agencies, Hedge Funds, Private Equity Funds, Bond Insurers, Regional and Community Banks, Credit Unions, public and private REITs and Mortg ... (view full description)

Infinity IPS, founded in 2003, is a mortgage industry leader providing end-to-end services and solutions for more than a decade. We specialize in Mortgage Due Diligence and Pre-Fund and Post-Close QC with additional mortgage services including valuation, risk management, specialized staffing and advisory services to Investment Banks, Originators, Government Agencies, Hedge Funds, Private Equity Funds, Bond Insurers, Regional and Community Banks, Credit Unions, public and private REITs and Mortgage Insurers.
We specialize in securitization audits, performing, re-performing, and non-performing mortgage asset due diligence and secondary market compliance due diligence services. Infinity is one of the oldest and most trusted brands in the Mortgage Due Diligence Market.
Infinity IPS is a SOC2 and SOC3 compliant firm and our reviews meet the standards of all major credit rating agencies. We serve as a one stop solution providing nationwide O&E title searches, Current Owner Title reports, Non Escrow Tax Tracking, Tax certificate investigation/ reporting and BPOs.
InspereX is digitally transforming how fixed income markets are accessed, evaluated, and traded. We seek to provide our clients with better control over executing their strategies and achieving their goals. Our tech-enabled, multi-channel, broad distribution improves liquidity for all market participants in ABS, MBS, market-linked products, corporates, U.S. Agencies, municipal bonds, brokered certificates of deposit, preferred stock and hybrid securities, closed-end funds, and impact investments ... (view full description)

InspereX is digitally transforming how fixed income markets are accessed, evaluated, and traded. We seek to provide our clients with better control over executing their strategies and achieving their goals. Our tech-enabled, multi-channel, broad distribution improves liquidity for all market participants in ABS, MBS, market-linked products, corporates, U.S. Agencies, municipal bonds, brokered certificates of deposit, preferred stock and hybrid securities, closed-end funds, and impact investments. InspereX stands for people, products, and technology you can trust.
Intain is building the blockchain-enabled infrastructure for structured finance for data integrity, asset transparency and transaction efficiency. Intain ABS brings together the issuer, servicer, trustee, rating agency and the investor on a common platform with single source of truth. It automates the verification agent, paying agent and loan data agent functions on a platform with an immutable audit trail. Deals with different structures and across asset classes are being administered on Intain ... (view full description)

Intain is building the blockchain-enabled infrastructure for structured finance for data integrity, asset transparency and transaction efficiency. Intain ABS brings together the issuer, servicer, trustee, rating agency and the investor on a common platform with single source of truth. It automates the verification agent, paying agent and loan data agent functions on a platform with an immutable audit trail. Deals with different structures and across asset classes are being administered on Intain ABS. Intain is an organization committed to diversity in fintech, and more than half of Intain’s employees are women.
Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and inve ... (view full description)

Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and investors rely on Intex for trading, portfolio management and risk management applications. Intex provides the following specialized applications for cashflow stress testing, price/yield generation, collateral performance analysis and deal structuring under user-defined prepayment/default scenarios: -INTEXnet: Web-based deal/portfolio analytics -INTEXdesktop: Client-resident deal/portfolio analytics -INTEX Subroutines: Cash flow generation engine and API for system builders -INTEX DealMaker: Deal structuring tool for the primary market In addition to these Intex-developed applications, over 25 leading third-party vendors have integrated Intex cashflow functionality into their more generalized applications. To learn more, visit Intex on the web at www.intex.com
Celebrating more than 130 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 1,200 lawyers in 22 offices in the United States, Europe, the Middle East and Asia. The firm has handled matters in over 160 countries on six continents and is consistently recognized for the results it obtains, uncompromising commitment to quality, and dedication to understanding the business and culture of its clie ... (view full description)

Celebrating more than 130 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 1,200 lawyers in 22 offices in the United States, Europe, the Middle East and Asia. The firm has handled matters in over 160 countries on six continents and is consistently recognized for the results it obtains, uncompromising commitment to quality, and dedication to understanding the business and culture of its clients. More information is available at www.kslaw.com.
MBS Source eTrading (“MBS Source”) is the only electronic marketplace fully dedicated to structured products including: Agency CMOs, Non-Agency CMOs, Specified Pools, ABS, CMBS, SBA Pools, CDO/CLOs and Euro MBS. Our platform has over 100 million historical price points from offers, BWICs and two-sided markets, with 25,000+ daily bonds for sale, and 70,000+ buy and sell axes from buy-side firms. For over 15 years, MBS Source has helped sell-side firms to source and price bonds with ... (view full description)

MBS Source eTrading (“MBS Source”) is the only electronic marketplace fully dedicated to structured products including: Agency CMOs, Non-Agency CMOs, Specified Pools, ABS, CMBS, SBA Pools, CDO/CLOs and Euro MBS.
Our platform has over 100 million historical price points from offers, BWICs and two-sided markets, with 25,000+ daily bonds for sale, and 70,000+ buy and sell axes from buy-side firms.
For over 15 years, MBS Source has helped sell-side firms to source and price bonds with confidence. Buy-side firms can now access opportunities using our matching algorithms and trade anonymously on our all-to-all platform.
To learn more visit www.mbssource.com.
Founded in 1997, NetRoadshow is the Market Standard, providing U.S. Securities & Exchange Commission (SEC) compliant online solutions for the global investment banking community. NetRoadshow began working with the SEC in early 1996 to gain permission to provide electronic roadshows under strict guidelines. In July of 1997, NetRoadshow was the first to receive permission from the SEC, in the form of an SEC No-Action Letter, to provide electronic roadshows over the internet. Four additional SE ... (view full description)

Founded in 1997, NetRoadshow is the Market Standard, providing U.S. Securities & Exchange Commission (SEC) compliant online solutions for the global investment banking community.
NetRoadshow began working with the SEC in early 1996 to gain permission to provide electronic roadshows under strict guidelines. In July of 1997, NetRoadshow was the first to receive permission from the SEC, in the form of an SEC No-Action Letter, to provide electronic roadshows over the internet. Four additional SEC No-Action Letters have since been provided to NetRoadshow in order to meet the evolving requirements of the market. Today NetRoadshow is the primary electronic roadshow platform for all major banking centers cross the Americas, EMEA and Asia-Pacific.
NetRoadshow’s online roadshow offerings, conference calling services, market compliant managed Webinar services, data room services, and deal document distribution system, along with our focused 24x7 customer service, provide our clients with cost effective and timely solutions which add value to their entire investor base. NetRoadshow's solutions give immediate value to the buy-side community with instant access to transaction information and the ability to store and retrieve relevant deal information.
PCMA is the nation’s leading Non-Bank Private Client Lender serving the complex credit needs of their High-Net-Worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at ... (view full description)

PCMA is the nation’s leading Non-Bank Private Client Lender serving the complex credit needs of their High-Net-Worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA.
Additional information is available at www.pcma.us.com
Percent is a global leader in financial infrastructure solutions. Founded in 2018, the company leverages proprietary technologies, integrations, and data to bring first-of-its-kind transparency and efficiency to lenders and credit transactions. Percent's innovative ecosystem enables lenders of any size to raise the most flexible debt capital at a low cost through dynamic market pricing and standardized terms. To date, its platforms have powered more than $600 million in transaction volume in a m ... (view full description)

Percent is a global leader in financial infrastructure solutions. Founded in 2018, the company leverages proprietary technologies, integrations, and data to bring first-of-its-kind transparency and efficiency to lenders and credit transactions. Percent's innovative ecosystem enables lenders of any size to raise the most flexible debt capital at a low cost through dynamic market pricing and standardized terms. To date, its platforms have powered more than $600 million in transaction volume in a multi-trillion-dollar lending market.
Loan servicing powered by compliance, technology, analytics, and a management team of experienced industry leaders that are impassioned to protect the value of your brand, portfolio, and investment.
Solve Advisors provides the most sophisticated and flexible pre-trade price transparency and analytics tools for fixed income markets. Powered by machine learning and natural language processing, the Solve platform puts the essential data at our clients’ fingertips so they can easily maintain their edge. Solve houses the largest dataset of real-time bids, offers, and market color across: Structured Products (ABS, Agency, Non-Agency, CLOs, MBS, etc.), Corporates (HY, IG, EM, SOV, LATAM), S ... (view full description)

Solve Advisors provides the most sophisticated and flexible pre-trade price transparency and analytics tools for fixed income markets. Powered by machine learning and natural language processing, the Solve platform puts the essential data at our clients’ fingertips so they can easily maintain their edge.
Solve houses the largest dataset of real-time bids, offers, and market color across: Structured Products (ABS, Agency, Non-Agency, CLOs, MBS, etc.), Corporates (HY, IG, EM, SOV, LATAM), Syndicated Bank Loans, CDS, and Municipals.
With decades of industry experience, Solve’s team provides our clients the clarity and flexibility they need:
Access - Clients gain access to their own data as well as market data from contributing clients, so you have greater price transparency. Insight - Detailed, observable, real-time market data with sizes, so you know the true depth of the market. Flexible Integration and Security - Critical partner integrations (i.e. with INTEX, Trepp, and Moody’s), data feeds, Excel add-in, and an option for on-premises installation provide the flexibility you need.
For more information, contact info@solveadvisors.com or call +1 (646) 699-5041.
We make a complex world simple TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success. We know how to unlock acce ... (view full description)

We make a complex world simple
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.
Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.
We know how to unlock access to the world’s most attractive markets – no matter how complex – swiftly, safely and efficiently. That’s why more than 60% of the Fortune Global 500 and FTSE 100, and almost half the top 300 private equity firms, work with us.
Our unique global delivery model, underpinned by our innovative digital platforms, means we can cover sectors as diverse as capital markets, private equity, real estate, pharmaceuticals, energy and technology, with experts on the ground providing local support.
With year-on-year growth averaging 8% since 2013, TMF Group is a trusted and reliable partner. Whether operating across one border or many, with a handful of staff or several thousand, we have the business-critical support you need to expand, operate and grow while remaining compliant, everywhere.
Valitana LLC provides cutting-edge software-as-a-service solutions for institutional investors. Our offerings include: Valitana Valitana is an intuitive cloud-hosted analytics and workflow platform for evaluating U.S. and Euro collateralized loan obligations (CLOs). Our platform provides CLO professionals with the information they need to analyze and evaluate CLO securities, as well as monitor and assess CLO portfolio risk. Valitana gathers and synthesizes vast amounts of data throughout the d ... (view full description)

Valitana LLC provides cutting-edge software-as-a-service solutions for institutional investors.
Our offerings include:
Valitana
Valitana is an intuitive cloud-hosted analytics and workflow platform for evaluating U.S. and Euro collateralized loan obligations (CLOs). Our platform provides CLO professionals with the information they need to analyze and evaluate CLO securities, as well as monitor and assess CLO portfolio risk. Valitana gathers and synthesizes vast amounts of data throughout the day from the industry's leading data providers, ensuring our clients are operating with the latest available information.
Vantage
Vantage is a robust trade and portfolio management platform that supports an investment team through all phases of trade management and portfolio management for all asset classes. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help you focus on what’s important.
Learn more at www.valitana.com
As one of the pre-eminent Lending as a Service (LaaS) companies, Vervent sets the global standard for outperformance by delivering superior expertise, future-built technology, and meaningful services that are built for speed. Our solutions — Loan & Lease Servicing, Credit Card Servicing, Card Marketing & Customer Acquisition, Call Center Services and Backup Servicing — empower companies to accelerate business and drive compliance. Accelerate with us today at 888.486.2509 or Solutions@Ver ... (view full description)

As one of the pre-eminent Lending as a Service (LaaS) companies, Vervent sets the global standard for outperformance by delivering superior expertise, future-built technology, and meaningful services that are built for speed. Our solutions — Loan & Lease Servicing, Credit Card Servicing, Card Marketing & Customer Acquisition, Call Center Services and Backup Servicing — empower companies to accelerate business and drive compliance. Accelerate with us today at 888.486.2509 or Solutions@Vervent.com.
Wilmington Trust Global Capital Markets is a leading corporate trust and agency service provider serving on some of the most complex transactions. Our expertise spans clients in 90 countries, from offices in the world’s key jurisdictions. Learn more about our team and services at www.wilmingtontrust.com.
At WSFS Institutional Services, we fulfill your organization's need for high-quality, value-added institutional and corporate trust services and products that provide innovative solutions for your needs today. Providing superior client service and focusing on the details of your transaction is our top priority. We offer the following corporate trustee services: Indenture Trustee Owner Trustee Paying Agent Registrar and Transfer Agent Delaware Statutory Trusts Successor Trustee ... (view full description)

At WSFS Institutional Services, we fulfill your organization's need for high-quality, value-added institutional and corporate trust services and products that provide innovative solutions for your needs today. Providing superior client service and focusing on the details of your transaction is our top priority. We offer the following corporate trustee services:
Indenture Trustee
Owner Trustee
Paying Agent
Registrar and Transfer Agent
Delaware Statutory Trusts
Successor Trustee
Liquidating Trusts
Escrow Services
Custody and e-Vault Services
Collateral Agency
1031 DST Services
Independent Director
Manager and Special Member Services.
Serving our communities since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business.
We are a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
Senior industry leaders in banking and financial services rely on American Banker for news, analysis and ideas to drive their businesses forward. American Banker delivers insight into vital developments, focusing sharply on the most important concerns — innovation, transformation and disruption; technology, regulation and reform. With unmatched coverage, deep analysis, actionable research and compelling data, American Banker empowers financial industry profess ... (view full description)

Senior industry leaders in banking and financial services rely on American Banker for news, analysis and ideas to drive their businesses forward. American Banker delivers insight into vital developments, focusing sharply on the most important concerns — innovation, transformation and disruption; technology, regulation and reform. With unmatched coverage, deep analysis, actionable research and compelling data, American Banker empowers financial industry professionals to advance their business and their careers.
Asset Securitization Report is the essential resource for professionals in structured finance, providing deep coverage of deal-making for corporate, real estate, equipment leasing and consumer debt. We take you behind the transactions that companies, banks and asset managers use to transfer risk, free up capital or improve accounting and regulatory treatment.
SPOT FRESH OPPORTUNITIES IN SECURITIZATION Every week, Asset-Backed Alert steers subscribers to money-making deals in the global market for securitized consumer loans, home mortgages and corporate receivables. The newsletter also guarantees your edge in the growing CDO market.
Anticipate New Risks and Opportunities in Real Estate Finance Every week, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. See for yourself -- sign up for a 3-week FREE trial subscription to Commercial Mortgage Alert. Start your free trial at CMAlert.com, or call 201-659-1700. ... (view full description)

Anticipate New Risks and Opportunities in Real Estate Finance
Every week, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. See for yourself -- sign up for a 3-week FREE trial subscription to Commercial Mortgage Alert. Start your free trial at CMAlert.com, or call 201-659-1700.
GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your institution ... (view full description)

GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your institution is performing relative to its peers, our service is for you.
GlobalCapital descends directly from EuroWeek (“the voice of the markets”), which has been covering new issues in primary markets for 26 years. Joining the platform are also several key capital markets publications from the Euromoney Institutional Investor Group: Asiamoney, Total Securitization and Derivatives Week. GlobalCapital also sees the introduction of a brand new service on the internationalisation of the RMB.
The combination of these elements on state-of-the-art new web technology provides a device-neutral, flexible global news and data service where relevant related articles and data are a click away.
GlobalCapital.com delivers daily services dedicated to the following key market sectors: FIG/Bank Finance including Covered Bonds, Corporate Bonds, Syndicated Loans, Equity, Leveraged Finance, Sovereign and Supranational and Agency Bonds (SSA), SRI/Green Bonds, Global Emerging Markets, Securitization, Asia Pacific Markets, Derivatives, and Offshore RMB. The service comes with sector specific priced deals data sets, league tables, deal pipelines and people moves.
ICLG.com is a leading global platform for legal reference, analysis and news, hosting comprehensive comparative legal guides and research tools that cover law in more than 191 jurisdictions across 59 practice areas. ICLG.com also provides daily legal news and legal conference directories, as well as online purchasing of the renowned International Comparative Legal Guide series of print publications. ICLG.com also forms an international network of legal experts who, by contributing their experti ... (view full description)

ICLG.com is a leading global platform for legal reference, analysis and news, hosting comprehensive comparative legal guides and research tools that cover law in more than 191 jurisdictions across 59 practice areas. ICLG.com also provides daily legal news and legal conference directories, as well as online purchasing of the renowned International Comparative Legal Guide series of print publications.
ICLG.com also forms an international network of legal experts who, by contributing their expertise, reach a wide readership of legal and business professionals around the world. ICLG.com contributors and partners also benefit from a multi-channel marketing and promotion service which ensures them high visibility, online, in print and at legal events worldwide.
The Securitisation & Structured Finance Handbook 2022 offers a detailed insight into the securitisation and structured finance sector, looking at changes and developments in light of the Covid-19 pandemic. Providing an overview of the current international marketplace, the 2022 edition of the Handbook will feature debates and analyses from worldwide experts on the future direction of the markets. Areas due to be covered include: the ABS market throughout the stages of Covid-19; the role of ... (view full description)

The Securitisation & Structured Finance Handbook 2022 offers a detailed insight into the securitisation and structured finance sector, looking at changes and developments in light of the Covid-19 pandemic.
Providing an overview of the current international marketplace, the 2022 edition of the Handbook will feature debates and analyses from worldwide experts on the future direction of the markets.
Areas due to be covered include: the ABS market throughout the stages of Covid-19; the role of CLOs as an important aid in Covid recovery; Solar ABS transactions; Aircraft ABS market; CMBS investing; STS securitisations and the EU securitisation framework; ESG policies and green securitisation; Managing the risks in MBS; European ABS markets; REITs; European CLOs; regional and country profiles; and regulatory reviews.
The Handbook is a valuable reference point for anyone wishing to further expand their knowledge on this exciting financial sector.
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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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