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Andiswa Bata

Principal, Syndicate
Barclays Africa

Andiswa joined the (Bonds, Loans & Equities) Syndicate business at Barclays Africa, based in Johannesburg, in September 2015.
She was previously with Barclays Africa from December 2006, where she occupied various roles spanning across strategy & planning, loan structuring & execution, and later was responsible for driving Africa (ex South Africa) loan syndications and distribution.
Andiswa then joined Standard Bank in October 2010, where she was most recently the Head of Institutional Structured Sales and prior to that, she headed up the Africa (ex South Africa) loan syndications business.

Tiaan Bazuin

Chief Executive Officer
Namibian Stock Exchange

Tiaan Bazuin is the Chief Executive Officer of the Namibian Stock Exchange since 2013, after joining the exchange as Listings Manager in 2011. He is an Admitted Legal Practitioner in the High Court of Namibia, with degrees in law and economics. Previous sectors of experience include telecommunications and banking.   Tiaan is a business executive primarily focused on governance, regulatory and legal aspects in capital markets, banking and telecommunications. He has extensive experience in strategic business planning and execution, as well as regulatory development, dealing in regulatory and legal compliance and corporate governance. He is a co-author of the Corporate Governance Co ... (view full description)

David Bell

Capital Markets - Business Development Director

Douglas Bennet

Chief Operating Officer

Douglas Bennet is the COO of GuarantCo’s Management Company and has been involved with GuarantCo since 2007.  Douglas started his career as a structured and project finance lawyer, advising both developers and lenders on similar transactions to those currently encountered.  He has almost 20 years emerging market experience, particularly in Africa, of structuring, arranging and financing transactions in both the debt and capital markets.  GuarantCo provides guarantees to help stimulate local currency financing of infrastructure projects and includes as part of its mission, the development of the local capital markets.  GuarantCo is backed by the Australian, the Netherlands, Swedis ... (view full description)

Shalin Bhagwan

Head of Fixed Income
Ashburton Investments

Shalin Bhagwan is Head of Fixed Income and is responsible for both the fixed income team and risk management solutions for institutional clients including pension funds and insurers. He was previously Head of UK Liability Driven Investments (LDI) for AXA Investment Managers.  Prior to AXA, Shalin spent 5 years as part of the LDI Executive Team at Legal & General Investment Management, where he helped build both the UK and US LDI businesses, working out of London and Chicago. Shalin has also worked as a pensions and investment consultant for Mercer and Aon Hewitt in London. Prior to leaving South Africa in 2003, Shalin was part of Sanlam’s pensions and investment b ... (view full description)

Ruurd Brouwer

Chief Executive Officer
TCX Fund

Ruurd Brouwer was appointed CEO of TCX in January 2015. Prior to that he held a number of senior management positions within FMO, amongst which Director Africa, Director Financial Institutions and Chair of FMO’s Credit Committee.  He started at FMO as Investment Officer focused on Financial Institutions, Capital Markets and Infrastructure in Africa. During his career, Ruurd has been active as a member of the Board of Directors of Financial Institutions in Nigeria, Cote d’Ivoire, Senegal and Mauretania. He served on several Africa focused Investment Committees, amongst which Emerging Africa Infrastructure Fund in London and Capital Alliance Private Equity Nigeria. He was honoured ... (view full description)

Phillip Chitalu

Secretary and Chief Executive
Securities and Exchange Commission Zambia

Mr. Phillip .K. Chitalu, is the Secretary and Chief Executive, of the Securities and Exchange Commission (SEC), the regulator of capital markets in Zambia.  Phillip holds a Bachelor of Accountancy degree from the Copper belt University (Zambia) and a Masters of Philosophy (MPhil) in Development Finance from Stellenbosch University in Cape Town. He is also a fellow of both the Association of Chartered and Certified Accountants of UK (ACCA) and the Zambia Institute of Chartered Accountants (ZICA). With over 22 years working experience within the services industry, Mr. Chitalu possesses vast experience and knowledge in auditing, accounting, financ ... (view full description)

Carmelo Cocuzza

Head Of Regional Representation of Southern Africa & Indian Ocean
European Investment Bank

Carmelo Cocuzza is currently the European Investment Banks Head of Regional Representation for Southern Africa and the Indian Ocean based in Pretoria, South Africa. An Italian national, Mr Cocuzza holds a Bachelor of Science (Hons) degree in Accounting, Finance and Economics from Oxford Brookes University in Oxford, England, and a Masters degree in Banking and Finance from the University of Milan, Italy. He has over 16 years of investment and development finance experience acquired at the European Investment Bank (EIB) and at the African Development Bank (AfDB) where he worked as a financial analyst for East and |Southern Africa based in Abidjan, Cote dIvoire. Previously Mr Cocuz ... (view full description)

Anthony Colegrave

Allen & Overy LLP

Anthony is a banking and finance counsel based in our Johannesburg office, currently on secondment to our London office. He specialises in South African financial regulatory work including exchange control, derivatives and securities lending. He mainly advises banks, investment managers and financial institutions. He assists his clients with written opinions, advising on financial regulation in the capital markets space, drafting exchange control applications to the South African Reserve Bank, advising on and negotiating derivative and securities lending transactions and African cross-border regulatory advice. Regulatory and Exchange Control experience includes a ... (view full description)

Alexi Contogiannis

Executive Debt Capital Markets
Standard Bank

Alexi joined Standard Bank Debt Capital Markets in January 2009. He has been involved in the advising and structuring of bespoke debt solutions for many of South Africa’s largest corporate and public sector issuers, both domestically and into the international markets. He has been involved in transactions for the National Treasury, Development Bank of South Africa, City of Cape Town, Anglo-American, MTN, Mercedes-Benz South Africa, Standard Bank, Macquarie Securities SA and Toyota Financial Services, Goldman Sachs and Netcare to name a few. Prior to joining Standard Bank, Alexi fulfilled numerous positions within the Asset and Liability Management Division at the Nati ... (view full description)

Juan De Mollein

Senior Financial Officer
International Finance Corporation

Juan P. De Mollein is a Senior Financial Officer in the International Finance Corporation, member of the World Bank Group and largest development institution focused on the private sector in developing countries. Juan has developed an international career in financial services, focused on capital markets and fixed income across multiple jurisdictions in emerging markets, the U.S. and Europe, and is currently leading the structuring and underwriting process of structured transactions in Europe, Middle East, Africa and Central Asia across multiple asset classes. Currently based in London, Juan is also in charge of developing credit products and pricing methodologies for existing asset securiti ... (view full description)

Wagane Diouf

Head of Private Equity and Joint Ventures
Shelter Afrique

Mr. Wagane Diouf is currently the head of Private Equity and Joint Ventures in Shelter Afrique. Mr. Wagane is a Senegalese national with over 25 years experience in Private Equity/Venture Capital, Corporate Financial Advisory and Entrepreneurship. He previously held the positions of Managing Partner and Chief Executive at Xterra Capital Advisors and at Africap Microfinance Investment Company. He also held the position of managing partner of Mecen Investment. Prior to joining Mecene Investment, Mr. Diouf spent his career in the information technology industry in the US, Europe, Latin America and Asia. In 1989, he founded Nelwlink Benelux. Prior to that, Mr. Diouf held the Seni ... (view full description)

James Doree

Managing Director
Lion's Head Global Partners

James Doree joined Lion’s Head in 2011 as a Director.  He provides financial and strategic advice to governments, institutional investors and companies in Frontier Markets across infrastructure, financial services and other high impact sectors. As part of Lion’s Head’s work in African capital markets, James has responsibility for managing the African Local Currency Bond Fund (  Through this and other initiatives, he originates and executes transactions across the Continent. In addition to his work in Africa, the Middle East and Asia, James has advised European utilities, governments and regulators on corporate and regulatory finance issues, covering ... (view full description)

Wildu Du Plessis

Baker & McKenzie

Wildu du Plessis is a partner and head of Baker & McKenzie's Banking & Finance Practice Group in Johannesburg. He also acts as the office's Africa Head. Wildu is regularly ranked as one of South Africa's leading banking and finance and capital markets lawyers and is recognized by Chambers Global 2016 and the Legal 500 2016.   Wildu represents and advises leading domestic and international financial institutions, private equity groups and corporates in connection with a wide range of financing transactions, acquisitions, restructurings, regulatory and general finance matters. He has advised on many of the most high-profile first-to-market transactions in South Africa inclu ... (view full description)

Prince Essilfie

Funding & Treasury Management
Africa Finance Corporation

Prince Essilfie works with Africa Finance Corporation in the Treasury Department. His responsibilities include balance sheet management, funding and provision of financial risk management solutions to clients. Prior to AFC, Prince traded Corporate Bonds at UBS, Interest Rate Derivatives at TransMarket and African fixed income and currencies at Morgan Stanley.

Jonathan First

Head Syndication Finance
Development Bank of Southern Africa

Qualified as solicitor in South Africa and then spent 15 years in investment banking in Johannesburg, Toronto and the City of London. Represented the Canadian Banks on the Brazil, Argentina and Mexico debt restructuring committees during the 1980s South American debt crises.    Originated several debt syndications for South African private and SOE enterprises post the 1994 elections when South Africa could once again access the Debt Capital Markets. Currently working with the DBSA’s origination teams to arrange, structure and distribute funding for large infrastructure projects in South Africa and sub-Saharan Africa in the sectors of water, energy, ICT and ... (view full description)

Keith Flemmer

Principal, Syndicate
Absa Capital/Barclays Africa

Keith Flemmer is a principal in the Barclays Africa Syndicate team and based in Johannesburg.  He is responsible for the distribution of Loan product into the African Investor base.

Keith joined Barclays Africa’s Syndications team in 2007. He is focused on growing his team and developing the Loan Distribution platform

Keith has 17 years of banking experience, having spent time at Credit Suisse, Standard Bank and Deloitte and Touche prior to joining Barclays Africa.

John Foster

Africa Editor

John Foster is Senior Reporter, Africa Debt Capital Markets for Debtwire's CEEMEA practice. John manages all the African DCM content for Debtwire, covering both loans and bonds and sovereign and corporate issues continent-wide. He reports and tracks the primary bond issues of African-domiciled companies on the international and on the local currency markets of South Africa, Nigeria and Kenya. Before joining Debtwire in May 2012, John launched and managed a weekly newspaper on Islamic finance, and managed publications in the MENA region on investment banking, private equity, venture capital, proprietary trading and asset management. John started his journalism career a ... (view full description)

Emma-Jane Fulcher

Head of Structured Finance
Global Credit Ratings Co.

Emma-Jane Fulcher is Head of Structured Finance at Global Credit Rating Co. Her responsibilities include overseeing the rating process for all asset classes within Structured Finance. Additional responsibilities also include publishing research and commentary and developing criteria.

Prior to joining GCR in January 2013, Emma-Jane worked for Fitch Ratings in Structured Finance as well as headed up their European ABCP team. Previous to that at ING-Barings and UBS Warburg, where she was responsible for managing the Mont Blanc conduits. Other prior roles include various credit positions for UBS and ABN AMRO.

Mr. Zakawanu Garuba

Executive Commissioner
Securities and Exchange Commission Nigeria

Chris Haffenden

Managing Editor
Debtwire CEEMEA

Prior to becoming a financial journalist, Chris Haffenden spent over 15 years in financial markets, primarily as a bond trader. From trading Australian Eurobonds at Barclays in 1989, he established a US dollar corporate bond desk before moving to trade Emerging Market debt in 1995. He was responsible for their EM proprietary trading book spanning the Mexican, Asian and Russian crises.   Chris moved to Jefferies International covering European High Yield, trading European and Asian Convertibles during the TMT bust. He also worked on a number of restructuring advisory pitches.   Chris joined Debtwire Europe in 2004. His primary focus was the coverage of stressed/distres ... (view full description)

Rob Hamer

Head of Alternative Assets

Rob Hamer joined the Structured Finance division of RMB in 1996.  He was appointed Co-Head of Structured Finance in 2003, Co-Head of Debt Capital Markets in 2006 and thereafter Co-Head of the Investment Banking division in 2008.

Prior to joining RMB, Rob completed his articles with PriceWaterhouseCoopers where he was an audit manager.

Rob holds a Masters in Commerce and is a member of the South African Institute of Chartered Accountants and the Institute of Chartered Accountants in England and Wales. Rob also holds a H Dip Tax.

Roy Havemann

Chief Director Financial Markets and Stability
National Treasury of South Africa

Roy Havemann is Chief Director for Financial Markets and Stability. He is responsible for legislative and regulatory design, focussing on prudential, financial stability, and capital markets issues.

Roy first joined National Treasury in 2002 in the economic forecasting unit. Shortly after the start of the 2008 financial crisis, he joined the tax and financial sector policy division to lead the financial stability unit.

He has an MSc from the London School of Economics, and was previously in the strategic finance team at Deloitte.

Mark Herskovits

ED at Transaction Capital & Capital Markets Director
SA Taxi

Mark served articles at Deloitte & Touche in Johannesburg. After remaining on as a manager until 2001, he joined Rand Merchant Bank as a corporate bond investment analyst in the special projects international division. In 2007, Mark joined Transaction Capital and was involved in various acquisitions for the group. He joined the capital markets division in 2009 and headed up the team in June 2010 where he remained until his appointment in January 2014 as group CFO. In August 2016 Mark transferred to SA Taxi in the role of Capital Markets Director with overall responsibility for the group’s capital management strategy and activities. Mark remains an executive director of Transaction Capita ... (view full description)

Chris Hogan

Baker & McKenzie

Chris Hogan is a partner in Baker & McKenzie's Banking & Finance Practice Group in Johannesburg. He joined the Johannesburg office in December 2014 to assist in the development of South Africa's capital markets and banking practice. Prior to that, Chris was a partner in the Firm's London office. He has over 30 years' London market experience as a debt capital markets and finance lawyer. Chris is recognized as a leading lawyer  individual for debt capital markets by Legal 500 UK, 2016. , high yield and London: Finance by Legal 500.   Chris has extensive experience in acting for sovereigns, sub-sovereigns, corporates and financial institutions as issuers as well as arrangin ... (view full description)

Simon Howie

Co-Head, South Africa & Africa Fixed Income
Investec Asset Management

Simon is responsible for the SA and Africa Credit team at Investec Asset Management and is co-head of SA Fixed Income. He joined in 2005 when he was tasked with building its credit business and capabilities. Investec Asset Management now holds a leading position in managing diverse institutional credit portfolios, focusing across both the listed and unlisted markets. Simon was previously with Investec Bank, where he was responsible for debt origination (incorporating corporate bonds, an asset-backed commercial paper conduit and securitisation) and was involved in the Southern African debt capital markets from its infancy in the late 1990s.  Simon holds a Bachelor of A ... (view full description)

Aubrey Hruby

Visiting Fellow
Africa Center at the Atlantic Council

Joakim Lange

JLMC Management

Mr. Joakim Lange has 20 years experience working with the African financial and capital market industries, and has a long track record of developing the regions securities markets, including direct investments, strategic partnerships, joint ventures and green field projects. Joakim started his African journey 1994, as financial analyst at Swedbank, responsible for macro, political and bank analysis in emerging markets, with focus on Middle East and Africa. Moving on to heading Swedbanks Middle East and African business in 1998, he developed the business to engage in complex debt transactions with significant balance sheet contribution. Since 2000, Joakim has been ... (view full description)

Mauro Longano

Coronation Fund Managers

Mauro joined the Coronation fixed interest investment team in 2014 and is responsible for co-managing the Strategic Cash and Medical Aid Cash portfolios. In addition to this, he is involved in credit research and pricing.  He has 6 years’ investment experience.

Steven Loubster

Senior Portfolio Manager
Investec Asset Management

Steven is a portfolio manager with Investec Asset Management's credit team. In particular, he is responsible for developing Investec's Africa credit capability for domestic and global investors. Steven joined the firm in September 2010 from Standard Bank, where he spent 8 years specialising in the debt capital markets and was the Head of High Yield.

Steven holds a Bachelor of Business Science degree from the University of Cape Town and has completed all three levels of the CFA Charter.

Wafeeqah Mallick

Investment Analyst
Futuregrowth Asset Management

Wegoki Mugeni

Head, Capital Markets – East Africa
CFC Stanbic Bank

Wegoki has over 9 years’ experience covering capital markets in East Africa. Wegoki’s experience includes structuring, executing primary and secondary debt placements, infrastructure bonds, and sovereign private placements. She joined Stanbic in 2008 as a manager in Corporate Finance and before that was an Associate at NIC Capital Limited and has overseen the execution of key transactions for East Africa including US$2.75 billion Eurobond for the Republic of Kenya, USD600 million privately-placed Eurobond for the United Republic of Tanzania, USD250 million syndicated loan to the United Republic of Tanzania, the USD400m debut Eurobond for Republic of Rwanda, the USD300 million deb ... (view full description)

Matthew Mutch

GM: Finance and Treasury
SA Home Loans (Pty) Ltd

Matthew is a member of the SA Home Loans senior management committee and has been managing the Treasury team since 2007 and the Finance and Analytics teams since 2014.

The Treasury team is responsible for bringing new RMBS securitisation deals to market, originating structured credit deals and managing and reporting on such deals. In addition, the team manages group interest rate risk and tax together with the investment of group cash.

Matthew is a qualified CA (SA), finishing his articles in the Deloitte Financial Institution Services Team in 2006.

Phillip Myburgh

Chief Executive Officer
Ethos Mezzanine Partners

Phillip has 24 years’ experience and is a co-Founder and Principal Partner of Ethos Mezzanine & Credit Partners (“Manager”). Prior to founding the Manager in 2005, Phillip was a Director at Brait Private Equity, with primary responsibility for leveraged finance in Brait’s private equity business. The Manager was acquired by Stanlib Asset Management in 2011, and whilst the Manager formed part of the Stanlib group, Phillip became head of Credit Portfolio Management in Stanlib’s Fixed Interest Division. Prior to joining Brait in 2000, Phillip filled senior and executive management positions in the Special Projects and Structured Finance Divisions of Standard Me ... (view full description)

Prejelin Naggan

Head: Primary Markets
Johannesburg Stock Exchange

 Prejelin Naggan is head of Primary Markets in the Capital Markets Division of the Johannesburg Stock Exchange (JSE). His role entails leading teams that drive new listings by local and international issuers across all the JSE Markets. This includes focusing in particular on new equity debt listings and related products such as ETFS (Exchange Traded Funds), warrants and hybrid instruments.

Before joining the JSE, Prejelin was with J.P Morgan Chase Bank for 8 years where he worked within the Investment Banking division advising clients in different industries on M&A and ECM Transactions.

Alderman Ian Neilson

Deputy Mayor
City of Cape Town

Ian Neilson holds a Master’s degree in Civil Engineering from UCT.  He spent 20 years as a Consulting Engineer primarily in the fields of water supply planning and design and flood studies.   His work on the design of the canal system at Century City received an award from the Association of Consulting Engineers.   He has been a City Councillor since 1996. He was a member of the Unicity Commission in 1999/2000 that prepared the way for the establishment of the metro. At the establishment of the City in 2000 he was appointed as the Executive Councillor for Safety and Health, and oversaw the establishment of a Municipal Police Service for the city.  In the Health portfo ... (view full description)

Dr. Hendrik Nel

Head of Department: Financial Stability
South African Reserve Bank

RESUMÉ     Hendrik Nel is Head: Financial Stability Department in the South African Reserve Bank.    Hendrik was appointed at the Training Institute (SARB College) of the Bank in 1995, where he lectured on various central banking related subjects to delegates from the SARB, commercial banks and SADC Central Banks.  In 1998 he was promoted to Senior Manager in the Bank Supervision Department where he was in charge of the Research Section.  In 2001 he was promoted and transferred to the Financial Stability Department as Assistant General Manager in charge of the Research and Information Division.  On 1 January 2012 he was promoted to Deputy Genera ... (view full description)

Afolabi Olowookere

Divisional Head, Economic, Research and Policy Management
Securities and Exchange Commission Nigeria

Dino Petrarolo

Chief Executive Officer
Next Renewable Generation Pty Ltd

Petrarolo is the CEO at Next Renewable Generation (Previously NRG Renew Africa).   He started his career in 1988 within the Anglo American Group, where he took on various operational management and support roles. He subsequently worked in the Automotive and FMCG industries in business leadership and strategic development roles, which included a role as Global Head of Manufacturing Development & knowledge management related processes for SABMiller. More recently, he has been involved in the Renewable Energy sector as CEO of Kayema Energy Solutions which was acquired by NRG Renew Africa in 2015 and subsequently spun into a management buyout.   Dino obtained both his ... (view full description)

Andre Pillay

General Manager, Treasury
Eskom Holdings SOC Limited

Andre Pillay has over eighteen years’ experience in the Fixed Income Market.  His career has given him exposure to the broader Capital Markets. He has trading experience in the bond and interest rate derivative markets. In the private sector he was a bond portfolio manager and also responsible for asset liability matching. He spent five years at the South Africa National Treasury as Chief Director responsible for Liability Management.   In 2009 here joined the South African Reserve Bank as Head of Reserves Management. In 2011, he moved to Eskom Treasury where he was responsible for Funding Execution and Portfolio Management.    Andre was promoted to General Manager (T ... (view full description)

Matthew Pirnie

S&P Global Ratings

Matthew Pirnie joined S&P Global Ratings in November 2005 and is a Director for the Financial Institutions Ratings Africa region. He has been based in the Johannesburg office since 2010. Matthew is the lead analyst on financial institutions in Sub Saharan Africa and has a portfolio which includes commercial banks, finance companies, multilateral development institutions and increasingly insurance companies. Matthew has undertaken high profile presentations to the press and industry experts on credit conditions in the South African and Nigerian banking sectors. He has also published a number of industry reports and magazine articles. Before ... (view full description)

Andre Pottas

Head of Corporate Client Operations
The Maitland Group

André is the Head of Corporate Client Services for the Maitland Group, comprising Corporate Secretarial Services, Corporate Administration Services, Corporate Accounting and Tax Services, Corporate Fiduciary Services (the provision of independent Non-executive Directors and Trustees), and Securitisation Administration and Backup Servicing.   André was previously a Deloitte partner from 2003 to 2015, where he held various leadership roles, including Deloitte Africa Corporate Finance Advisory leader, Deloitte Africa Infrastructure & Capital Projects Advisory leader, and Deloitte Corporate Finance KZN Regional leader.   André has 22 years of local and international e ... (view full description)

Gill Raine

Senior Policy Advisor

January 2016 - Senior Policy Advisor, Association of Savings and Investment South Africa 2010-2015 - Group Treasury, FirstRand Bank Limited   Structured funding: securitisations, covered bonds, trade finance including Turbo securitisation for GBP auto loans EMTN, DMTN programmes and bond issuance DFI funding including for African subsidiaries  Syndicated and bilateral loans Bank capital: structure and issuance     1992-2010 - Rand Merchant Bank Limited   LDI and risk management ... (view full description)

David Rajak

Executive, Capital Markets
Bayport Management Limited

David is responsible for funding Bayport Management Limited (BML), as well as the BML subsidiaries in Africa and Latin America.

Prior to in joining BML in 2009, David worked at Standard Bank and Rand Merchant Bank where he was responsible for DCM sales.

Barbara Rismondo

Senior Vice President
Moody's Investors Service

Holger Rothenbusch

Managing Director, Debt
CDC Group plc

Holger has over 20 years of experience in development finance in Latin America, Africa, Asia and Eastern Europe across a broad range of industries. Before his current role, he was with DEG, the German Development Finance Institution, where he was responsible for building DEG’s equity and mezzanine team and held various senior management positions. He previously worked as a commercial banker with Deutsche Bank.

Holger holds Masters degrees in Economics from University of Freiburg in Germany and Wayne State University, USA.

Douglas Rowlings

Assistant Vice President-Analyst, Corporate Finance Group
Moody's Investors Service

Douglas Rowlings is an Assistant Vice President – Analyst with Moody’s EMEA Corporate Finance Group based in Dubai covering corporate credits in Africa and the GCC including corporates in South Africa in the energy, mining and consumer goods sectors. Before joining Moody’s in 2010, Douglas was a lecturer in the Department of Finance at the University of Cape Town and held a teaching assistant position at its Graduate School of Business on the MBA program. Douglas graduated with a Business Science Degree in the Special Field of Finance from the University of Cape Town in 2008 and completed a winter internship at JP Morgan, Johannesburg in the same year. Douglas is a CF ... (view full description)

Kate Rushton

Principal | Research
Barclays Africa

Kate Rushton is a principal and credit analyst on the Barclays Africa Research team. Based in Johannesburg, she is responsible for the analysis of the South Africa non-government listed debt market (Corporate, Bank, Parastatal, Securitisation and Conduit issuance). Miss Rushton re-joined Barclays Africa in June 2014. Before re-joining, Miss Rushton was Head of Credit at Stanlib Asset Management for more than four years, during which time she was a member of the Fixed Income Standing Committee (which reports into the Investment Board Committee of the Association for Savings and Investments South Africa (ASISA)), a member of the committee of the Securitisation of South Africa (SASF ... (view full description)

Gardner Rusike

Associate Director-Sovereign & International Public Finance Ratings
S&P Global Ratings

Gardner Rusike is a Sovereign Analyst in the S&P Emerging Markets Sovereign ratings team covering a number of African sovereigns, local and regional governments, government related entities and multilaterals. Gardner is the Primary Credit Analyst on South Africa. Prior to joining S&P Global in 2012, Gardner worked as an Economist in Western Cape Government Fiscal Policy Division for three years and also taught undergraduate economics at Rhodes University for two years. Gardner Rusike holds a B.Sc in Economics from the University of Zimbabwe and a Masters in Financial Markets (cum laude) from Rhodes University. He also completed the South African In ... (view full description)

Tumi Sekoni

Vice President, Marketing & Business Development
FMDQ OTC Securities Exchange

Ms. Sekoni is the Divisional Head, Marketing & Business Development at FMDQ. She holds an MBA from Durham Business School, UK and a Bachelor’s degree in Economics from the University of Lagos, Nigeria. Over the last fifteen (15) years, she has built her career across Trading, Operations, Business Analysis and Project Management in various organisations including Guaranty Trust Bank PLC, Goldman Sachs International, UBS London and Merrill Lynch.
Prior to FMDQ, Tumi was at Lehman Brothers International (Europe) (in administration), as part of the Project Team working towards realising the objectives of one of the administrations from the largest bankruptcy in history.

Lionel Shawe

Co-Managing Partner
Allen & Overy LLP

Lionel is a co-managing partner based in our Johannesburg office in the banking and finance sector and is seen to be "a phenomenal banking lawyer who works hard and sees the bigger picture." Chambers and Partners 2016.  Lionel has significant expertise in mining financing, aircraft financing, acquisition and leveraged financing, structured financing, property financing, preference share funding, securitisation, capital markets and debt restructuring. He has substantial experience and expertise in the complex area of derivatives (in particular credit derivatives). Lionel has extensive experience in exchange-control issues and is regularly consulted by and advises domestic and inte ... (view full description)

Denis Sireyjol

Regional Head for Southern Africa

Denis SIREYJOL has over 10 years of experience in corporate and project finance. He is an engineer from the ENSEEIHT engineering school, he also graduated from the ESSEC business school, and he holds a Master’s degree in Artificial Intelligence.

He started in 2005 as a credit analyst in corporate banking at Allied Irish Banks. He joined Proparco in 2007 and held various positions: junior investment officer in Madagascar, investment officer in Paris, Deputy Regional Head for South America (based in Brazil).  Since 2014, Denis is the Regional Head for Proparco in Southern Africa and the Indian Ocean, based in Johannesburg.

Zoya Sisulu

Head of Debt Capital Markets: Southern and Central Africa
Standard Bank South Africa

Zoya joined Standard Bank in 2005 as part of the Graduate Programme. During this time, she rotated through various divisions within the bank, including Coverage and Distribution, Credit, Corporate Finance and Securitisation. Upon completion of the programme, she was appointed a manager in the Securitisation team. Zoya joined the Debt Capital Markets team in 2009. Zoya has participated in the execution of key transactions, including the establishment of the City Of Johannesburg DMTN Programme of ZAR7bn and the rating advisory, programme establishment and inaugural bond and CP issuance by Capital Property Fund

Adré Smit

Senior Policy Advisor

Previous experience: 32 years’ experience as a fixed income portfolio manager managing money market funds, income funds and bond funds for South Africa’s largest life office as well as a specialist asset manager (Old Mutual and African Harvest/Cadiz) - these included life funds, pension funds and mutual funds (unit trusts); previously deputy chairman of the Fund Management Association of South Africa and member of the Board of Governors of the South African Institute of Financial MarketsServes on: Presidential Infrastructure Task Team; National Treasury structures- member of the Task Team on Private Sector Financing of Infrastructure, the Urban F ... (view full description)

Ryan Van Breda

Portfolio Manager
Prescient Investment Management

Ryan is a Portfolio Manager in Prescient’s Interest Bearing team. Ryan focuses on credit investments and structuring across Prescient's suite of Interest Bearing products. Ryan is also a co-portfolio manager of Prescient’s unlisted alternative credit offering which currently invests into clean energy and infrastructure assets. Ryan completed his Bachelors of Commerce (Investment Management) degree at the University of Pretoria in 2004.  He followed this with an Honours degree in Investment Analysis and Portfolio Management in 2005 and a Masters of Commerce, focusing on corporate credit default probabilities in 2007, both at the University of Cape Town. Ryan has also c ... (view full description)

Rolf Van Den Heever

Head of Balance Sheet and Capital Management
Barclays Africa

Mr Rolf van den Heever is Head of Balance Sheet Management and Capital Markets Execution at Barclays Africa Group. He joined the Treasury team in 2012 and joined the Barclays Group in 2007 as Head of Capital Management in the investment banking division, Absa Capital.

Prior to joining Absa Capital he was a director at Deloitte, the consulting firm, specialising in quantitative risk and finance. He started his career at the University of Pretoria as a lecturer.

Rolf is a fellow of the Institute and Faculty of Actuaries as well as the Actuarial Society of South Africa. He is a Chartered Enterprize Risk Actuary and holds an M.Com from the University of Pretoria.

Andrew Whitty

Chief Commercial Officer

Andrew Whitty is the Chief Commercial Officer at RainFin, South Africa’s Leading MarketPlace Lender. The global success of  Marketplace lenders (MPL) is as a result of the MPLs technology democratising the traditional lending and savings industry. The RainFin MarketPlace enables capital to flow directly between, primarily, non-bank capital providers and borrowers. RainFin’s technology provides banking infrastructure, at a significant cost advantage, to alternative capital providers allowing them to participate in traditional banking asset classes. Prior to joining RainFin, Andrew spent the last 16 years working for international and local investment banks. Working   at the Bank o ... (view full description)

Stephen de Stadler

Associate Director
Pegasys Capital

Company name: Pegasys Capital (Pty) LtdPresent position: Associate DirectorYears of experience: 28Qualifications: Bachelor of Commerce, University of the Witwatersrand, 1988  Specialisation: An accountant by profession, Stephen’s five year experience in the corporate banking sector, as head of credit for Sovereigns and Banks at a major South African bank, led to his future direct involvement in the credit aspects of the global debt capital markets. Stephen worked for nine years at an international rating agency, ending his tenure there as Managing Director and ... (view full description)
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Event Contacts for 14th Annual African Capital Markets Conference


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You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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