Joining us from outside of Asia?
Please note that live programming takes place in China Standard Time (CST) and will begin at 9:00AM on Tuesday, March 16.
This is a past event. To see the list of our current events, please click  HERE

Marco Angheben

Head of Business Development
European DataWarehouse

Marco joined European DataWarehouse GmbH (EDW) as Director Business Development in January 2013. EDW was created by a diverse set of shareholders in June 2012 as a result of the European Central Bank ABS Loan-level Data Initiative. EDW vision is to create a central point where institutions, associations and national agencies lodge their data and information in an open, transparent and trusted environment. EDW delivers products that are simple to operate, simple to price and available to all. EDW operates as a utility providing a range of services and products for ABS, ACC and covered bonds. Previously, Marco coordinated with a team of advisors the implementation of the ECB ABS Loan-Lev ... (view full description)

Douglas Arner

Kerry Holdings Professor in Law
University of Hong Kong

Douglas W. Arner is the Kerry Holdings Professor in Law and Director and co-founder of the Asian Institute of International Financial Law at the University of Hong Kong, as well as Associate Dean (Taught Postgraduate & Development) and Faculty Director and co-founder of the LLM in Compliance and Regulation, LLM in Corporate and Financial Law, and Law, Innovation, Technology and Entrepreneurship (LITE) Programmes. In 2020 he was awarded an inaugural Hong Kong Research Grants Council Senior Fellowship to study the role of digital finance in financial inclusion and the UN Sustainable Development Goals. Douglas has published eighteen books and more than 200 articles, chapters and ... (view full description)

Anand Bang

Chief Operating Officer
Tata Motors Finance Limited

Anand Bang is Chief Operating Officer – Sales & Marketing at Tata Motors Finance (TMF) since August 2020. He heads Retail vehicle financing, Wholesale Corporate lending business, Used vehicle financing, Fee based Income and Marketing division. Mr. Bang, a Chartered Accountant, has been with TMF since 2014. Prior to this role, he was the Chief Financial Officer of TMF and has led the finance and treasury function and created many innovative financial lending structures including asset securitization, assignment and co-origination deals with leading financial institutions. 

Martin Barry

Chief Financial Officer
La Trobe Financial

Responsible for a A$15bn+ group balance sheet, I am the lead executive charged with managing the group financial position and investor relations. All strategic enquiries welcome.

La Trobe Financial is a Blackstone portfolio company.

mbarry at latrobefinancial.com.au

Luca Bertalot

Sec. General Euro. Mortgage Federation
European Covered Bond Council

Luca Bertalot is Secretary General of the European Mortgage Federation - European Covered Bond Council (EMF-ECBC), representing the interests of EU mortgage lenders and the covered bond community in discussions with the European Institutions and stakeholders in general on all issues relating to the retail and funding sides of the mortgage business. Established in 1967, the EMF is the voice of the European mortgage industry, providing data and information on European mortgage markets, which were worth c. €7 trillion at the end of 2017. In 2004 the EMF founded the ECBC, a platform that brings together covered bond market participants including issuers, analysts, investment bankers, ... (view full description)

Divya Chandran

Vice President
Citi

Divya joined Citi in 2020 and is a Vice President in the Global Structured Finance team, responsible for securitisation origination and execution in India. She has over 10 years of experience in the financial services space in India and the Middle East. She has extensive experience in the structured finance market in India across a range of asset classes, including auto ABS, consumer loan ABS, RMBS, and covered bonds.
 

Brandon Chao

MD & Structured Credit Portfolio Manager
Alcentra

Brandon joined Alcentra in March 2017 and is a Portfolio Manager for the firm’s structured credit funds. He is responsible for analysing investments in structured products across Alcentra’s funds.Before joining Alcentra, Brandon was a senior analyst at Omega for 5 years where he covered and traded structured products, focusing on C ... (view full description)

Colin Chen

Global Co-Head, Financial Institutions
DBS

Colin Chen joined DBS in June 2010 and is currently Managing Director and Head of Structured Debt Solutions in the Treasury and Markets Division at DBS Bank Ltd. He is responsible for building and expanding DBS’ push to provide its clients in the region structured debt raising solutions. Colin has more than 17 years of investment banking and capital markets experience. He started his career at the Union Bank of Switzerland in 1995 and was involved in establishing and building out the Asian Asset Backed Finance business for Asia and has held similar senior positions at CIBC World Markets and Bank of America. He was also previously the Head of Securitisation and Financial Engineering at The Ba ... (view full description)

Jerome Cheng

Associate Managing Director, S.F Group
Moody's Investors Service

Jerome Cheng has worked at Moody’s for more than 20 years. Based in Hong Kong, Jerome is an Associate Managing Director in the Structured Finance Group.
Jerome is responsible for covered bonds and structured finance transactions in Asia (ex-Japan). His analysis of structured finance deals includes CDOs, CMBS, RMBS, consumer loans and equipment leases. He has worked on a number of first-time landmark securitization transactions across Asia.
Jerome holds a Bachelor of Arts degree from The University of Hong Kong, and Bachelor of Law degree from Manchester Metropolitan University.

Susie Cheung

Co-Convenor
APSA

Susie Cheung is the Co-Convenor and a Founder Member of  The Asia-Pacific Structured Finance Association Limited (APSA) established in 2006.  In her role as Director of Board of the China Securitization Forum (CSF) and its Executive Secretary General, Susie focuses on promoting development of securitisation between Mainland China and Hong Kong.  At present, Susie is the Chief Legal Counsel and Company Secretary of the CUHK Medical Centre.   Susie was the former General Counsel and Company Secretary of The Hong Kong Mortg ... (view full description)

Seen-Meng Chew

Associate Dean
CUHK Business School

Prof. Seen-Meng Chew is an Associate Professor of Practice in Finance and the Associate Dean for External Engagement at CUHK Business School. Before joining CUHK in 2018, Prof. Chew was a Vice President at J.P. Morgan in Hong Kong, where he worked with the Vice Chairman of Asia Pacific to market China’s investment opportunities to senior international clients. Before Hong Kong, he worked as an economist at the Singapore offices of International Monetary Fund (IMF) and Morgan Stanley, analysing the economic policy and outlook of South East Asian countries. And prior to returning to Asia, he was a consultant at a prominent consulting fi ... (view full description)

Henry Chong

Chief Executive Officer
Fusang Group

Henry Chong is the Chief Executive Officer of FUSANG, the first fully-regulated platform in Asia, providing end-to-end infrastructure to support Security Token Offerings (STOs). Henry Also sits on the Exchange Committee of FUSANG Exchange, licensed in Labuan, Malaysia as a Securities Exchange under Part IX, Section 134 of the Labuan Financial Services and Securities Act 2010 (LFSSA). FUSANG Exchange is the first fully-operational stock exchange in Asia that allows companies to go public through a digital IPO accessible by both retail and sophisticated investors globally.
 

Taemoon Chung

Managing Director & Regional Head of Securitization
MUFG Bank

Taemoon has more than 17 years of APAC securitization experience with a focus on consumer assets and has lead-arranged a number of first-time and award-winning transactions in the region.
 
Prior to joining MUFG in 2012, he spent nine years covering APAC securitization/DCM at RBS Tokyo. Before that, he was an equity analyst in the non-bank financials sector at ING Tokyo and also worked at Citi in the US.
 
Taemoon graduated with a B.S. in Chemical Engineering (Minor in Economics) from the Massachusetts Institute of Technology. He is a CFA charter holder and speaks English, Japanese and Korean.
 

Jerry Fang

Senior Director & Analytical Manager, Structured Finance Ratings, North Asia (ex. Japan)
S&P Global Ratings

Jerry Fang is a Senior Director & Analytical Manager for the Hong Kong SF team covering Greater China and Korea. Based in Hong Kong Jerry is responsible for the credit evaluation of structured finance transactions in North Asia (ex. Japan).  Jerry has around 20-years experience as a rating/credit analyst and over 10-years experience in structured finance. Since re-joining S&P Global Ratings in 2015, Jerry covers structured finance ratings in Greater China and Korea, with extensive experience in sectors such as RMBS, auto and credit card ABS, repacked transactions, and covered bonds. Before re-joining S&P Global Ratings in 2015, Jerry worked for three years ... (view full description)

Jade Friedensohn

Managing Director
IMN

  Jade Friedensohn currently serves as  Group Managing Director of the Structured Finance and Asia Pacific Divisions of Information Management Network, a subsidiary of Euromoney Institutional Investor PLC. IMN is an organizer of best in class financial conferences spanning the globe. Jade has 16+ years’ experience creating and executing large scale events and managing a talented team of conference professionals.  Since that time, she has for expanded the business into new markets and asset classes such as Italy, China and Greece; and new sectors such as renewable energy and fintech. In addition to new business development, her responsibilities include oversight of a team of ... (view full description)

Ira Ginsburg

Managing Director, Senior Portfolio Manager, Head of CLOs
CIFC Asset Management

Mr. Ginsburg is a Senior Portfolio Manager at CIFC and has 27 years of experience in corporate lending and portfolio management. Prior to joining CIFC, Mr. Ginsburg was a Principal and Portfolio Manager at Callidus Capital.  Mr. Ginsburg began his career at JPM in 1991 where he received his credit training.  While at JPM, he was a Vice President in the High Yield Finance group and held other roles in the Retail Industries, Management Reporting and Merger Integration groups. Mr. Ginsburg holds a B.S. in Finance and Management from New York University and is a member of the New York Society of Security Analysts.

Fabrice Guesde

Head of Global Structured Credit & Solutions, Asia Pacific
Natixis

Fabrice Guesde took up his role as Head of Global Structured Credit & Solutions (GSCS), Asia Pacific in April 2016. Based in Hong Kong, he is responsible for overseeing the development of Natixis’ structured credit solution offering in the region, including across asset-backed securities (ABS), collateralized loan obligations (CLOs), capital call facilities and fund financings, and a range of bank and insurance regulatory solutions.   Fabrice has over 25 years’ experience. He began his career in 1989 at Manufacturers Hanover Bank (now JPMorgan Chase), based in Paris, and in 1991 joined Bayerische Landesbank, Paris Branch as Head of Credit and then Head of Structured Credit &a ... (view full description)

Michael Hardy

Counsel, Registered Foreign Lawyer (England & Wales)
Latham & Watkins

Mr. Hardy’s practice covers a broad range of structured finance and derivatives transactions, including loans, stock lending and repos, structured credit and equity derivatives, repackagings, and collateral arrangements. He also advises central counterparties (CCPs), banks, and other financial institutions in relation to netting arrangements, clearing documentation, custody arrangements, recovery and resolution, regulatory capital, and insolvency issues.Mr. Hardy regularly speaks at seminars and industry conferences on topics such as derivatives, clearing and recovery and resolution. As Mr. Hardy holds degrees in software engineering and law, and worked as a software engin ... (view full description)

Claire Heaton

Senior Director Covered Bonds
Fitch Ratings

Claire is a senior director and team head in Fitch Ratings’ structured finance and covered bond group based in Sydney, Australia. She is also Fitch’s covered bond product head for the Asia-Pacific region and oversees covered bonds ratings issued out of Asia-Pacific.Claire has extensive experience in covered bonds and structured finance spanning more than 20 years. She is also an author of Fitch’s APAC Covered Bonds Quarterly publication that covers all Fitch rated Australian, New Zealand, Singapore and South Korean covered bond programmes.Claire has been with Fitch Ratings ... (view full description)

Chaoni Huang

ED.Head of Sustainable Capital Markets
BNP Paribas

As Head of Sustainable Capital Markets for Global Markets Asia Pacific, Chaoni leads BNP Paribas’ sustainable finance solutions for corporate, financial institutions and investors with a focus on primary asset finance and securitisation. Working with Global Markets in Asia Pacific and the Bank’s global sustainable finance community, Chaoni drives BNP Paribas’ continued expansion and leadership in Asian sustainable debt capital markets. Chaoni is an industry veteran with over 13 years of experience in sustainable finance having held various ESGrelated roles at Natixis, S&P Trucost, MSCI and the United Nations. In addition to her role at BNP Paribas, Chaoni is also deeply ... (view full description)

Ronnie Jaber

Head of Structured Credit / Portfolio Manager
Onex

Ronnie is a Portfolio Manager of Onex Credit, overseeing Structured Credit and member of the Credit Investment Committees. Prior to joining Onex Credit, Ronnie spent over 11 years at The Carlyle Group where he was Co-Head of Carlyle Structured Credit, Managing Director and Portfolio Manager in Global Credit. In this capacity, Ronnie was responsible for Structured Credit investment activity globally, Opportunistic Credit managed accounts and for shaping internal market/macro strategy. Prior to joining Carlyle, Ronnie ran the structured loan business at Morgan Stanley globally. Prior to that, he was responsible for high-yield structured credit trading and worked on a proprietary trading desk a ... (view full description)

Dr. Frederik Kunze

Markets Strategy and Floor Research, Senior Analyst Covered Bonds and Financials
NORD/LB

Dr Frederik Kunze joined NORD/LB in 2009 and is currently working as fixed income floor analyst, focusing on covered bonds and unsecured bank bonds. He provides market comments as well as trading strategies for the fixed income market. Before joining NORD/LB’s Market Strategy and Floor Research team in 2018 Frederik Kunze worked as economist as well as senior credit portfolio manager at NORD/LB.
 

Ilias Kyriakopoulos

Chief Executive Officer & UBO
Hellenic Investment Recovery Advisors

Ilias Kyriakopoulos is the CEO and UBO of Hellenic Investment Recovery Advisors (HIRA), an established and integrated operational platform serving as a Full-Service Advisory, NPL Servicing and REO Partner to Fund Managers Seeking Alpha in Greece through undervalued cross-sector opportunities in the post-Covid recovery curve of the Hellenic Economy. HIRA represents a creditworthy end to end partnering platform in pre- and post acquisition phase via controlling stakes in three separate operating companies namely : AEGIS S.K. - an award winning, multi-sector focused Investment Advisory Boutique engaging in both Fi ... (view full description)

Andy Lai

Managing Director, Head of Asset Finance
BNP Paribas

Andy has over 30 years of banking experience, of which more than 20 years are in securitisation. Prior to joining BNP Paribas in 2004, Andy was a Managing Director and the Head of Financial Engineering for Asia in Societe Generale. He has been involved in securitisation transactions in Hong Kong, Taiwan, China, Korea, Japan, Australia, Singapore, Thailand, Malaysia and the United Kingdom. In 2019, 2018 and 2013, Andy and his team won the Best Securitisation Adviser/House Asia award from the Asset. Andy holds a Bachelor of Business Administration Degree from the Chinese University of HK, Master of Science in Finance Degree from the City University of HK and is a Fellow of Th ... (view full description)

Kevin Law

Executive Director, Origination and Structuring, Asset Finance and Securitisation APAC, Global Markets
BNP Paribas

Kevin has over 15 years of experience in originating, structuring, executing, monitoring and distributing assetbased financing transactions in the Asia Pacific region. Kevin has worked on numerous ground-breaking transactions over various asset classes including aircraft, shipping, container leases, auto leases / loans, consumer loans, credit cards, mortgage loans, commercial properties, equipment leases and non-performing loans including covered bonds and ECA guaranteed transactions in Asia Pacific. aKevin has over 18 years of experience in originating, structuring, executing, monitoring and distributing assetbased financing transactions in the Asia Pacific region. Kevin has worked on ... (view full description)

Matthew Layton

Partner
Pearl Diver Capital

Matthew joined Pearl Diver Capital in 2009 and has 12-years of buy side credit experience in structured credit, leveraged finance and high yield. Matthew heads the credit division of Pearl Diver Capital and is a member of the senior investment committee.  Matthew  previously worked as a credit analyst for Alcentra where he was responsible for a portfolio of investments totalling €1.5bn in value.  Matthew specialised in sectors that included Publishing/Media/Leisure/Gaming/Restaurant/Waste Management and worked with the special situations distressed team.  Matthew has a Bsc in Economics from University of Wales, Swansea UK.

Howard Lee

Deputy Chief Executive
Hong Kong Monetary Authority

Howard Lee is responsible for reserves management, financial infrastructure and fintech. He is also an Executive Director of the Hong Kong Mortgage Corporation Limited. He joined the HKMA in 2009 as a Division Head and has worked in various areas including monetary management, financial stability surveillance, corporate services and banking policy. He was appointed as a Deputy Chief Execut ive on 1 January 2018. Prior to joining the HKMA, Mr Lee worked in the Hong Kong SAR Government in areas relating to economic development, financial services and other public policies.

Jonathan Leung

Executive Director, Asset Finance & Securitisation, A.P.
BNP Paribas

Jonathan has over 15 years of experience in both cross border and domestic securitisation and structured finance market.  He currently does origination and performs execution on asset backed financing and securitisation transactions in multiple jurisdictions and currencies, including but not limited to, private and public domestic and cross border securitization, covered bonds, hybrid and mezzanine financing, structured and asset backed secured lending in APAC (ex Japan).  Prior to joining BNP, Jonathan worked at various reputable international investment and regional banks including ICBC (Asia), ANZ, Barclays Capital and Nomura with a dedicated focus in structured fi ... (view full description)

Phoebe Leung

Senior Vice President, Head of Sales & Marketing
Bond Connect Company Limited

Ms. Phoebe Leung joined Bond Connect Company Limited, a joint venture established by China Foreign Exchange Trade System (CFETS) and Hong Kong Exchanges and Clearing Limited (HKEX), in September 2018 as the Head of Sales & Marketing to oversee China bond market access promotion and onboarding for international investors. She has over 10 years of experience in the Chinese financial markets. Prior to joining BCCL, Ms. Leung was a Director, RMB Bond Sales at BNP Paribas, with over 8 years spent between Shanghai and Hong Kong. She led the establishment of BNP Paribas’ bond sales platform covering all official institutions and global financial institutional investors spanning acro ... (view full description)

Alex Liu

Head of Credit Research
Taikang Asset Mgmt. (Hong Kong) Limited

Alex has over 14 years of experience in investment and research, he has extensive experience in various fixed income products including loans trading, securitized products and principal protected notes. Prior to joining Taikang Asset Management, Alex was a Director at GF Global Capital where he managed the private and structured credit portfolio and built the credit research team there. Before GF, Alex covered Chinese and Japanese High Yield and distressed credits at SC Lowy,he assisted the Chief Investment Officer in analysing stressed shipping companies and also managed special s ... (view full description)

Kok-Meng Lue

Vice President and Chief Investment Officer
Nippon Wealth Life Insurance Company

Kok-Meng Lue joined Nippon Wealth Life (NWL) as CIO in January 2013.  He is responsible for the company’s US$30 billion portfolio covering rates & credits, ETFs, securitization products, currency hedging, private equity, and derivatives trading.  Prior to NWL, Mr. Lue was Head of Trading and Alternative Investments at MetLife Japan where he joined in August 2009.  He was responsible for all aspects of trading, alternative investments and macro strategy research for MetLife Japan.  Kok-Meng entered the Japanese life insurance industry in April 2002 as Investment Risk Manager for AIG East Asia Holdings which was later acquired by MetLife.  Kok-Meng started his investment career in 1992 wit ... (view full description)

Ben McCarthy

Managing Director & Head of Asia-Pacific Structured Finance
Fitch Ratings

Ben is currently a Managing Director at Fitch and Head of Fitch Ratings Asia-Pacific Structured Finance and Covered Bond analytical team, a position he has held since 2009. He has over 25 years experience in the financial markets including over 20 years with Fitch Ratings – joining Fitch in Sydney in March 1998 as a founding member of Fitch's Australian structured finance team. Since then he has had various roles including Head of Australia and New Zealand Structured Finance, Head of non-Japan Asia Structured Finance, based in Hong Kong and Head of Fitch's Asian REIT team. ... (view full description)

Matthew Mitchell

Director, EMEA Structured Finance
S&P Global Ratings

Matt Mitchell is a Director in the structured finance group at S&P Global Ratings, based in Paris. He is responsible for the assignment and surveillance of credit ratings across EMEA, supervises the development of rating criteria, and leads the team covering environmental, social, and governance factors in the sector.Since joining S&P Global Ratings in 2011, Matt has worked across a variety of asset classes globally, including credit cards, consumer loans, auto loans and leases, trade receivables, and residential mortgages ... (view full description)

Taiga Nagao

Debt Strategy & Issuance Group | Investor Relations Dept.
Sumitomo Mitsui Financial Group

Taiga Nagao is Vice President of Debt Strategy and Issuance Group at SMBC and SMFG, executing bond issuances including covered bonds as well as senior unsecured bonds.

He joined SMBC in 2009 and has focused on debt issuances in capital markets with broad experience in issuer, syndicate and DCM business. Prior to his current role at SMBC Tokyo, he had worked at SMBC Nikko Securities America as DCM in New York from 2015 to 2019.
 

Paul Norris

Head of Structured Products
Conning & Co

Paul Norris, is a Managing Director and Head of Structured Products at Conning where he leads a team of traders and analysts. In this role Mr. Norris oversees all research, investment and trading for structured products. Prior to joining Conning in 2017, Mr. Norris was most recently at Mariner Investment Group where he was a Portfolio Manager for a mortgage hedge fund and focused on mortgage derivatives. Prior to that, Mr. Norris was Head of Securitized Products at Dwight Asset Management where he led a team of portfolio managers, traders and analysts managing that sector. He has also held various senior roles, such as Director of both mortgage and non-mortgage investments at Fannie Mae. Mr. ... (view full description)

Matthew O'Sullivan

Head of Asia Pacific Origination
M&G Investments

Matt has recently joined the M&G Singapore offices as Head of Origination Asia Pacific. He was previously the Co-Head of ABS Credit Research for M&G based in London. He has worked for M&G since 2006 within the ABS team, firstly as a CLO analyst, then managing the commercial analysts until becoming the Co-Head of the team. Through his career he has worked as an analyst and originator for numerous transactions in both public and private structured credit. In addition to this, he has frequently worked on regulatory based projects, frequently interacting with regulators and market associations. His background is in statistics and mathematics before he joined M&G.

Kingsley Ong

Secretary General
Asia-Pacific Structured Association

Kingsley Ong is Secretary General of APSA and Partner of Eversheds Sutherland (Hong Kong). He is a lawyer specialising in Banking & Finance, Debt Capital Markets, Derivatives, Structured Finance, Securitisation, Restructuring/ Insolvency, and related Arbitration. Professional Qualifications: Notary Public (Hong Kong), FCIArb (Fellow of the Chartered Institute of Arbitrators), FHKIArb (Fellow of the Hong Kong Institute of Arbitrators), Solicitor (Hong Kong), Barrister and Solicitor-Advocate (England & Wales), Advocate & Solicitor (Singapore). His published opinions have been cited as legal authority in the US Court (Lehman Brothers Spec ... (view full description)

Peeyush Pallav

Executive Director, Global Structured Credit & Solutions, Asia Pacific
Natixis

Peeyush Pallav, Executive Director at Natixis Asia Limited, is responsible for syndication of Global Structured Credit products into Asia-Pacific. In addition, he also originates and structures global structured credit solutions for clients in Apac across structured finance, securitisations, fund financing, and Covered Bonds. Prior to joining Natixis, Peeyush was the head for South Asia, South Pacific and EMEA for Structured Debt Solutions in DBS Bank. Peeyush also spent 6 years at Fitch Ratings, where he had been Head of Structured Finance for India and Sri Lanka, followed by covering Non-Japan Asia Structured Finance based in Singapore. Peeyush also worked in different capacities with Stan ... (view full description)

Paul Pan

Director
Citi

Paul joined Citi in 2017 and is a senior Vice President in the Global Structured Finance team, responsible for securitization origination and execution in Asia region. 
 
Prior to joining Citi, he has over 7 years of securitization experience in London covering various EMEA jurisdictions and a wide range of asset classes, including auto ABS, credit card and consumer loan ABS, RMBS, covered bonds as well as Whole Business Securitizations.
 
Paul holds a MBA degree from London Business School and a Bachelor in Management Studies from University of Nottingham. He is also a CFA Charterholder.
 
 

Yongyong Pan

Fixed Income
China International Capital Corporation

Yongyong Pan joined China International Capital Corporation (CICC) in May 2016. As Vice President, she focuses on securitization products trading and manages portfolio covering ABS ABN and derivatives, including flow trading principals and active position management. With more than 10 years’ experience in fixed income, she is familiar with the regulatory rules and domestic securitization products. She also collaborates with product team to design and offer solutions that are highly customized to meet each client’s individual needs. Prior to CICC, Ms. Pan was Deputy Head of CFETS-ICAP money market desk where she joined in Jul 2 ... (view full description)

Syril Pathmanathan

Senior Vice President
The D.E. Shaw Group

Syril Pathmanathan is a senior vice president of D. E. Shaw & Co. (London), LLP and a member of the D. E. Shaw group’s Asset-Backed Strategies ("ABS") investment unit operating from the firm's London office. Mr. Pathmanathan is a member of the Securities team within the ABS unit and focuses on bank regulatory capital transactions. Prior to joining the firm in 2016,  he was director at Credit Suisse AG, where he last was head of capital and risk solutions structuring and before that served as head of Asia bank solutions. Prior to that, Mr. Pathmanathan was a partner at Venn Partners LLP, a boutique investment management and advisory firm focused on de-risking opportunities in Europe. From ... (view full description)

Ganesh Rajendra

Managing Partner
Integer Advisors

Ganesh is a Managing Partner at Integer Advisors, an investment advisory firm specializing in private and alternative credit opportunities.  Prior to co-founding Integer Advisors, he spent 20+ years in investment banking, primarily in the credit and asset-/ mortgage-backed markets. Most recently, Ganesh led the fixed income credit and securitized product strategy team at RBS in London for 7 years. Before joining RBS in 2010, he was at Henderson Global Investors where, as the Head of Advisory, he spearheaded the effort to provide solutions to third-party holders of structured credit risk in the immediate aftermath of the financial crisis. From 2001 until beginning of 2009, Ganesh ... (view full description)

Sarah Samson

Head of Securitisation
National Australia Bank

Patrick Sciarrone

Head of Asia Funding
Home Credit

 
Mr. Patrick Sciarrone is the head of funding for Asia, he joined the group in 2011 in Hong Kong. Mr. Sciarrone served as board member of Home Credit Asia Ltd.
 
With Home Credit, Mr. Sciarrone was in charge of supporting the Asian countries growth by raising funds from third parties. Prior to joining Home Credit, Mr. Sciarrone worked in London with Lehman Brothers and Morgan Stanley in structured finance. He has a strong background in securitisation having worked on conduit programmes or bespoke transaction up to 3Bn USD. Post 2008 crisis, Mr. Sciarrone lead the restructuring of a number of stressed or distressed loans and portfolio.
 

Serhan Secmen

Partner
Napier Park Global Capital

Serhan Secmen is head of the CLO business at Napier Park Global Capital (“Napier Park”). Mr. Secmen oversees the CLO issuance as well as CLO investments in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing. Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody's, S&P, and Fitch Ratings. He freque ... (view full description)

Lin Shi

Chief Operating Officer
HKbitEX

Ms Shi is responsible for overseeing the day-to-day administrative and operational functions of HKbitEX and also focuses on developing the market for security tokens and other digital asset trading products.She was a seasoned capital markets lawyer with regulatory experience and a strong management background. Immediately prior to HKbitEX, she was the head of the IPO Department of the Hong Kong Stock Exchange where she oversaw the expansion of the team from 60 to 80 and streamlined operations to increase prod ... (view full description)

Tim Skeet

Adviser to ICMA
ICMA

Tim Skeet started his career as a lending banker but moved into the debt capital markets in its early years becoming a FI DCM specialist for most of his career working at various leading investment banks. A lot of this time involved working with banks on areas of bank capital funding and banking regulatory requirements. While working with financial issuers internationally, Tim became involved in many aspects of mortgage finance. This included the early years of asset-back securities in the late 1980s in the UK market, becoming involved as a German speaker in the early Jumbo Pfandbriefe in the mid-1990s and being part of the introduction of covered bonds across European markets in ... (view full description)

Kate Thomson

Managing Director & Analytical Manager, Structured Finance Ratings, Pacific and South & South East Asia
S&P Global Ratings

Kate Thomson is a Managing Director and Analytical Manager within the Structured Finance Ratings group in Asia-Pacific for S&P Global Ratings. Based in Melbourne, Kate leads a team of rating analysts that services securitization markets in Australia, New Zealand, and South Asia.  Before assuming this role, Kate was Standard & Poor’s practice leader for rating residential mortgage-backed securities (RMBS) in Asia-Pacific. She has experience rating RMBS and Reverse Mortgage transactions, as well as extensive experience in credit ratings for a range of financial institutions and insurance groups.   Kate holds a Master of Applied Finance degree from the University ... (view full description)

Sanjev Warna-kula-suriya

Partner
Latham and Watkins

Sanjev Warna-kula-suriya is a partner in the London office of Latham & Watkins and Co-Chair of the firm’s Global Structured Finance and Securitization Practice. Mr. Warna-kula-suriya is a visiting Fellow at The Dickson Poon School of Law, King’s College London. He advises private equity sponsors, hedge funds, commercial and investment banks, and corporates on a broad range of innovative capital raising and investment transactions.   Mr. Warna-kula-suriya represents clients across a wide range of asset classes and structures, including public and private debt, equity-linked and hybrid capital markets issues, securitizations, CMBS, cash and synthetic CLOs, OTC and exchange-trad ... (view full description)

Joe Wong

Vice President, Senior Analyst, Structured Finance Group
Moody's Investors Service

Joe Wong has been with Moody’s Investors Service since January 2005. He is currently a Vice President – Senior Analyst with the Structured Finance Group.   Joe is a rating analyst for Asian structured finance transactions, with a focus on covered bonds. He has also been rating transactions in a wide range of other asset classes, including structured credit, asset backed securities and mortgage backed securities. Joe is the lead rating analyst for a number of landmark transactions, including the first covered bond programs established under the Singaporean and Korean covered bond laws, the first cross-border Korean commercial auto loan ABS, the first secured notes issued by major ... (view full description)

Yunwen Zeng

General Manager - Asia Pacific
Intex

Yunwen Zeng is the General Manager of Intex Solutions China. She has more than 10 years of experience in structured products analysis and building cashflow analysis tools. She has solid understanding of US Non Agency RMBS, US CLO and all types of Chinese deals.   She is dedicated to the development of Chinese securitization industry and bringing the world-leading structuring technique and cash flow analytical software to the Chinese market. Yunwen holds a BS from Fudan University.

Christian de Guzman

Senior Vice President, Sovereign Risk Group
Moody's Investors Service

Christian de Guzman is a Senior Vice President with Moody’s Sovereign Risk Group. Based in Singapore, he covers a portfolio of sovereigns and multilateral development banks in Asia Pacific, including Japan, Korea and a number of Southeast Asian credits. Christian joined Moody’s in 2009, after working as a Senior Economist for the Monetary Authority of Singapore, covering ASEAN economies. Christian has also held various positions with the Research Department at the International Monetary Fund in Washington DC, and Procter & Gamble in Singapore. Christian was a Phi Beta Kappa graduate in Economics and Political Science at the University of Georgia and received his M.A. in ... (view full description)
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Event Contacts for Asian Structured Credit Virtual Summit

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Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

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

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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.

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*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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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