Description: Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and ... (view full description)

Description: Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations support. Deloitte appreciates that securitization is a highly complex and intricate process which affects all parts of your business. Our interdisciplinary approach in addressing the complexities of these subjects enables us to offer tailored services that apply to the specific conditions for, and directions of, each client. Working closely with you, and your other advisors, we are able to gain an understanding of your needs and your objectives from both a structural and business perspective. Deloitte is then able to help you shape the most appropriate innovation solutions to help address the administration, accounting, compliance, and surveillance demands of today's market. Understanding our clients' needs and responding to them quickly, with consistent, knowledgeable advice and strategic ideas is the cornerstone of our client service philosophy. It has made Deloitte a leading global provider of accounting related services to the securitization industry.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations.
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rates, commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds. The institutional broker dealer is comprised of nearly 5,000 team members in more than 40 offices across the United States, Europe and Asia. Wells Fargo is a premier provide ... (view full description)

Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rates, commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds. The institutional broker dealer is comprised of nearly 5,000 team members in more than 40 offices across the United States, Europe and Asia. Wells Fargo is a premier provider of corporate trust services to the capital markets, serving the needs of investors, bondholders, and lenders. We offer trustee, agency, fiduciary, escrow, and other financial services to private corporations and government entities globally. We can administer a wide array of assets and types of programs, including ABS, RMBS, CMBS, CLO securities and their underlying collateral, lease, fund services, Delaware statutory trusts, and various warehouse and conduit programs. https://www.wellsfargo.com/com/securities
Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC are distinct entities from affiliated banks and thrifts.
© 2018 Wells Fargo Securities, LLC. All rights reserved.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; BMI Research, an independent provider of country risk and industry analysis specializing in emerging and frontier markets; and Fitch Learning, a preeminent training and professional development firm. With ... (view full description)

Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; BMI Research, an independent provider of country risk and industry analysis specializing in emerging and frontier markets; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is majority owned by Hearst.
BNY Mellon is the premier provider of corporate trust services to the debt capital markets, providing customized and market-driven solutions to investors, bondholders and lenders. As of March 31, 2018, BNY Mellon Corporate Trust served as trustee and/or paying agent on more than 53,000 debt-related issues globally. The corporate trust business utilizes its global footprint and expertise to deliver a full range of issuer and related investor services including trustee, paying agency, fiduciary, e ... (view full description)

BNY Mellon is the premier provider of corporate trust services to the debt capital markets, providing customized and market-driven solutions to investors, bondholders and lenders. As of March 31, 2018, BNY Mellon Corporate Trust served as trustee and/or paying agent on more than 53,000 debt-related issues globally. The corporate trust business utilizes its global footprint and expertise to deliver a full range of issuer and related investor services including trustee, paying agency, fiduciary, escrow, and other financial services. The business administers a wide array of assets and types of programs to multinational corporations, financial institutions, governments and their agencies, and the banking, securities, and insurance industries.
To learn more about BNY Mellon Corporate Trust, please visit our website. Members of the media, contact Chris Fox (christopher.fox@bnymellon.com)
With 225 years of legal experience, Cadwalader, Wickersham & Taft LLP serves a diverse client base, including many of the world's leading financial institutions and corporations. From its five offices in the U.S. and Europe, Cadwalader offers innovative legal insight in antitrust, banking and finance, corporate governance, employee benefits and executive compensation, environmental law, financial regulation, financial restructuring, health care, intellectual property, litigation, mergers ... (view full description)

With 225 years of legal experience, Cadwalader, Wickersham & Taft LLP serves a diverse client base, including many of the world's leading financial institutions and corporations. From its five offices in the U.S. and Europe, Cadwalader offers innovative legal insight in antitrust, banking and finance, corporate governance, employee benefits and executive compensation, environmental law, financial regulation, financial restructuring, health care, intellectual property, litigation, mergers and acquisitions, private equity, private wealth, real estate, securitization, structured finance, tax and white collar defense.
Credit Suisse AG Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globa ... (view full description)

Credit Suisse AG
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 46,720 people. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com.
We understand the importance of asking great questions. It’s how you innovate, transform and achieve a better working world. One that benefits our clients, our people and our communities. Finance fuels our lives. No other sector can touch so many people or shape so many futures. That’s why globally we employ 26,000 people who focus on financial services and nothing else. Our connected financial services teams are dedicated to providing assurance, tax, transaction and advisory services to the ban ... (view full description)

We understand the importance of asking great questions. It’s how you innovate, transform and achieve a better working world. One that benefits our clients, our people and our communities. Finance fuels our lives. No other sector can touch so many people or shape so many futures. That’s why globally we employ 26,000 people who focus on financial services and nothing else. Our connected financial services teams are dedicated to providing assurance, tax, transaction and advisory services to the banking and capital markets, insurance, and wealth and asset management sectors. It’s our global connectivity and local knowledge that ensures we deliver the insights and quality services to help build trust and confidence in the capital markets and in economies the world over. By connecting people with the right mix of knowledge and insight, we are able to ask great questions. The better the question. The better the answer. The better the world works.
The KPMG LLP (KPMG) Securitization Practice provides services across the full securitization life cycle from pre-issuance to post closing services including: deal execution, portfolio compliance, tax reporting and compliance, regulatory compliance and reporting, accounting and valuation services. KPMG has in-depth knowledge across all primary securitization asset classes: RMBS, CMBS, ABS, CLO and CDO. KPMG has a dedicated team of CLO professionals that specialize in meeting the CLO accounting r ... (view full description)

The KPMG LLP (KPMG) Securitization Practice provides services across the full securitization life cycle from pre-issuance to post closing services including: deal execution, portfolio compliance, tax reporting and compliance, regulatory compliance and reporting, accounting and valuation services. KPMG has in-depth knowledge across all primary securitization asset classes: RMBS, CMBS, ABS, CLO and CDO.
KPMG has a dedicated team of CLO professionals that specialize in meeting the CLO accounting requirements throughout the CLO lifecycle. Services include risk retention planning, recomputation of warehouse reporting requirements, closing date cash flow modeling, effective date procedures, payment date calculations, PFIC tax services, valuation services, and redemption procedures.
Our practice has over 25 years of experience serving a wide array of clients including the largest investment banks, GSEs and issuers in the securitization market. KPMG’s Securitization Practice stands ready to deliver enhanced services to meet your securitization needs.
Morningstar Credit Ratings, LLC is a nationally recognized statistical rating organization (NRSRO) that has earned a reputation for innovation and excellence. Our goal is to help institutional investors identify and understand credit risk. Our analytical approach stresses transparency of the ratings process, strong fundamental credit analysis, and comprehensive investor-focused reporting that provides a concise Morningstar perspective on credit risk. Our ratings business currently covers commerc ... (view full description)

Morningstar Credit Ratings, LLC is a nationally recognized statistical rating organization (NRSRO) that has earned a reputation for innovation and excellence. Our goal is to help institutional investors identify and understand credit risk. Our analytical approach stresses transparency of the ratings process, strong fundamental credit analysis, and comprehensive investor-focused reporting that provides a concise Morningstar perspective on credit risk.
Our ratings business currently covers commercial mortgage-backed securities (CMBS), residential mortgage-backed securities (RMBS), agency credit risk transfer securities (CRT), single-family rental securities (SFR), asset-backed securities (ABS), collateralized loan obligations (CLO), corporate and financial institution ratings and real estate investment trusts (REIT).
Our Mission
Morningstar’s mission is to create great products that help investors. We accomplish this by providing unbiased and trustworthy credit ratings and credit risk analysis.
How We Help Investors
Morningstar’s credit analysis helps investors make better-informed investment decisions. Our analysis is based on a thorough understanding of critical risk factors which allows our analysts to develop clear and concise opinions that focus investors on the credit risks that truly matter.
What We Provide Investors
Our knowledgeable analytical staff, investor relations team, and business development staff provides investors and issuers with comprehensive credit analysis, unprecedented responsiveness, and the highest level of customer service. We also provide investors with access to research and analytical services, data, and technology solutions.
Morningstar Credit Ratings, LLC is a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Paul Hastings provides innovative legal solutions to many of the world’s top financial institutions and Fortune 500 companies in markets across Asia, Europe, Latin America, and the United States. We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs—from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward. Since the firm’s founding in 1951, Paul Has ... (view full description)

Paul Hastings provides innovative legal solutions to many of the world’s top financial institutions and Fortune 500 companies in markets across Asia, Europe, Latin America, and the United States.
We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs—from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward.
Since the firm’s founding in 1951, Paul Hastings has grown steadily and strategically along with our clients and the markets we serve. We established successful practices in key U.S. and European cities, creating a broad network of professionals to support our clients’ ambitions. In addition, we were one of the first U.S. law firms to establish a presence in Asia, and today we continue to be a leader in the region. Over the past decade, we have significantly expanded our global network of lawyers to assist our clients in financial centers around the world, including the emerging markets of Latin America.
Today we serve our clients’ local and international business needs from offices in Atlanta, Beijing, Brussels, Century City, Chicago, Frankfurt, Hong Kong, Houston, London, Los Angeles, Milan, New York, Orange County, Palo Alto, Paris, San Diego, San Francisco, São Paulo, Seoul, Shanghai, Tokyo, and Washington, D.C.
Drawing on the firm’s dynamic, collaborative, and entrepreneurial culture, our lawyers work across practices, offices, and borders to provide innovative, seamless legal counsel—where and when our clients need us.
Sidley has a premier, global practice in CLOs and other structured vehicles dating back to the inception of the market. Our lawyers act for investment managers, arrangers and investors in transactions involving leveraged loans, middle-market loans, emerging market non-sovereign loans, corporate bonds, ABS and trust preferred securities, as well as commercial real estate structured vehicles
U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe. With a network of more than 50 domestic offices and two international locations, we have the resources, expertise and financial strength that few in the industry can match. Our tenured teams provide expert guidance through our full array of services, including CLO trustee services, custodial services, bank loan administration and loan closing, loan agency, and middle office service ... (view full description)

U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe. With a network of more than 50 domestic offices and two international locations, we have the resources, expertise and financial strength that few in the industry can match. Our tenured teams provide expert guidance through our full array of services, including CLO trustee services, custodial services, bank loan administration and loan closing, loan agency, and middle office services.
Allen & Overy's U.S. CLO team has deep and broad experience representing arrangers, collateral managers and anchor investors in broadly syndicated and middle market CLOs, and has acted as principal outside counsel to various investment banks in creating bespoke risk retention financing solutions. We operate seamlessly with our market-leading London CLO team to ensure smooth execution and up-to-the-minute cross-border regulatory advice (including on innovative dual-U.S. and EU compliant risk ... (view full description)

Allen & Overy's U.S. CLO team has deep and broad experience representing arrangers, collateral managers and anchor investors in broadly syndicated and middle market CLOs, and has acted as principal outside counsel to various investment banks in creating bespoke risk retention financing solutions. We operate seamlessly with our market-leading London CLO team to ensure smooth execution and up-to-the-minute cross-border regulatory advice (including on innovative dual-U.S. and EU compliant risk retention structures). Having represented investment banks in the development of their CLO and warehousing platforms, and collateral managers in their inaugural CLOs, we are particularly proud of our ability to develop unique and creative solutions to address our clients’ concerns. Drawing on the expertise of our market-leading global structured finance, capital markets, leverage finance and regulatory practices, we are uniquely placed to advise market participants around the world on their transactions and the regulatory environment in which they operate.
Cortland Capital Market Services LLC (“Cortland”) is a member of the Alter Domus Group. Cortland offers issuers and investors in credit and real estate assets a comprehensive suite of asset and portfolio solutions including fund administration, agency services, securitization services, and CLO Collateral Administration. Alter Domus is a fully integrated fund and corporate services provider, dedicated to international private equity & infrastructure houses, real es ... (view full description)

Cortland Capital Market Services LLC (“Cortland”) is a member of the Alter Domus Group.
Cortland offers issuers and investors in credit and real estate assets a comprehensive suite of asset and portfolio solutions including fund administration, agency services, securitization services, and CLO Collateral Administration.
Alter Domus is a fully integrated fund and corporate services provider, dedicated to international private equity & infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients.
For more information on Alter Domus, please visit: www.alterdomus.com or on Cortland: www.cortlandglobal.com
Katten is a full-service law firm with more than 600 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial services, insolvency and restructuring, litigation, real estate, environmental and workplace safety, commercial finance, intellectual property, structured finance and securitiza ... (view full description)

Katten is a full-service law firm with more than 600 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial services, insolvency and restructuring, litigation, real estate, environmental and workplace safety, commercial finance, intellectual property, structured finance and securitization, and trusts and estates. Katten represents public and private companies in numerous industries, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. For more information, visit www.kattenlaw.com.
Morgan Lewis's structured transactions practice serves the financing needs of the world's most sophisticated businesses around the globe. Our lawyers represent a broad range of leading financial institutions, investment funds, and issuers in the financial services, automotive, education, government, real estate, telecommunications, and technology industries. Since 2002, our structured transactions practice has advised on more than 7,800 deals with a combined value of more than $4 trillion, repre ... (view full description)

Morgan Lewis's structured transactions practice serves the financing needs of the world's most sophisticated businesses around the globe. Our lawyers represent a broad range of leading financial institutions, investment funds, and issuers in the financial services, automotive, education, government, real estate, telecommunications, and technology industries. Since 2002, our structured transactions practice has advised on more than 7,800 deals with a combined value of more than $4 trillion, representing key issuers and underwriters in designing and executing offering programs and one-of-a-kind transactions, many of which were important industry firsts. Our team serves clients from offices in key financial centers such as New York, Washington, DC, London, Shanghai, Singapore, and Dubai, giving our practice a truly global presence to meet our clients' needs.
We assist clients with the development of innovative liquidity vehicles and provide counsel on the acquisition and disposition of financial companies and assets. Underwriters and issuers turn to us to advise on a broad range of transactions—from public offerings of asset-backed securities (ABS) to collateralized debt obligations (CDOs) and whole loan purchases. We also counsel private equity firms on issues such as the acquisition of distressed mortgage loans and residential mortgage-backed securities (RMBS).
Our practice has been ranked Band 1 by Chambers USA since 2011 and ranked in Chambers UK in 2018. We are recognized as "Law Firm of the Year" in Securitization and Structured Finance Law by US News & World Report – Best Lawyers, marking the fourth time in a five-year period that we have received this recognition.
In addition, we collaborate seamlessly across time zones and disciplines to offer in-depth insight into relevant corporate, tax, bankruptcy, and regulatory matters. We pride ourselves on our ability to tailor advice to meet the needs of clients in virtually any industry.
Areas of Service
Asset-Backed Securities
Mortgage-Backed Securities
Mortgage Finance
Collateralized Loan Obligations (CLOs), CDOs, and Structured Products
Derivatives
Acquisition Finance
Distressed Assets
Whole Loan Purchases and Sales
Schulte Roth & Zabel LLP is a market-leading law firm serving the financial services industry from offices in New York, Washington, D.C. and London. Our Structured Finance & Derivatives Group is widely recognized as one of the most sophisticated in the legal profession. We structure and negotiate a variety of complex finance and securitization transactions — including collateralized loan obligations and asset-backed securitizations, as well as regulatory capital offerings — on behalf of ... (view full description)

Schulte Roth & Zabel LLP is a market-leading law firm serving the financial services industry from offices in New York, Washington, D.C. and London. Our Structured Finance & Derivatives Group is widely recognized as one of the most sophisticated in the legal profession. We structure and negotiate a variety of complex finance and securitization transactions — including collateralized loan obligations and asset-backed securitizations, as well as regulatory capital offerings — on behalf of a wide range of market participants including investment managers, issuers, purchasers and sellers of assets, underwriters, placement agents, borrowers and investors. We have extensive expertise structuring, negotiating and drafting all types of structured finance transactions in connection with mortgage-backed and asset-backed securities offerings and structured financing transactions involving the more “exotic” asset types including insurance contracts, structured settlements, litigation claims and cell towers . We have also advised clients on synthetic securitizations involving high-yield loans and bonds, and investment-grade loans and bonds, including regulatory capital transactions and warehouse/portfolio financings structured as total return swap or repurchase facilities. In addition to structuring, drafting and negotiating, we also represent clients with regulatory filings, compliance issues and investigations. We also advise clients in complying with the risk retention regulations in the United States and the EU, including assisting clients in the creation of risk retention vehicles. We have acted as deal counsel for many collateralized loan obligations (CLOs), as well as collateralized bond obligations (CBOs). These transactions have involved the securitization of high-yield loans and bonds, investment-grade corporate debt, credit default swaps, and interests in hedge funds.
Sky Road provides automation and machine learning based decision support software solutions for Asset Managers. Powered by Sky Road software and our innovative AI lab, our fully customizable managed service solutions give asset management firms the automation, insights and intelligence they need to drive alpha and operational efficiency. Clients consist of leading fixed income alternative asset management firms who trade multi-strategy portfolios in structured credit, loans, CLO and distressed ... (view full description)

Sky Road provides automation and machine learning based decision support software solutions for Asset Managers. Powered by Sky Road software and our innovative AI lab, our fully customizable managed service solutions give asset management firms the automation, insights and intelligence they need to drive alpha and operational efficiency. Clients consist of leading fixed income alternative asset management firms who trade multi-strategy portfolios in structured credit, loans, CLO and distressed debt.
CICS is celebrating 15 years of providing independent directors for all special purpose vehicles, including the co issuer for CLO's Delaware LLC's and banktrupcty remote entities. Melissa Stark is the owner and managing principal of CICS. Melissa has over 30 years of industry experience, including bankruptcy restructurings, leveraged buyouts, high yield bond research and financial advisory. Since 2003, she has served as a director for over 400 companies.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking, and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific. Its corporate trust team is one of the world’s most experienced providers of trust and administrat ... (view full description)

Deutsche Bank provides commercial and investment banking, retail banking, transaction banking, and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.
Its corporate trust team is one of the world’s most experienced providers of trust and administrative services for CLOs and Bank Loans. With a full array of front, middle and back-end services for CLOs, CDOs, and SMAs, we have extensive capabilities that provide client access to some of the most robust internet-based technology available in the market place.
Together, Appleby and Estera provide the complete suite of Cayman legal, fiduciary and corporate services to CLOs. Our combined team enjoys the privileged position of being one of the most experienced Cayman providers in this market and accordingly we are well versed and experienced with all developments and innovations related to warehouse and issuance structures. Our highly regarded team represents over a third of the US CLO market and together we have worked with all of the major underwrite ... (view full description)

Together, Appleby and Estera provide the complete suite of Cayman legal, fiduciary and corporate services to CLOs. Our combined team enjoys the privileged position of being one of the most experienced Cayman providers in this market and accordingly we are well versed and experienced with all developments and innovations related to warehouse and issuance structures.
Our highly regarded team represents over a third of the US CLO market and together we have worked with all of the major underwriters and premier collateral managers. Our clients praise us on our collaborative approach and our responsive service.
We are pleased to introduce you to our joint team at the CLO and Leveraged Loan Conference in May 2018.
Intex is the industry’s leading provider of cashflow models and analytics, with over 40,000 CLO, CMBS, RMBS and ABS deals modeled from around the globe. Intex is relied upon by hundreds of arrangers, investors, issuers and others for complete, accurate and timely cashflow models used in trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system ... (view full description)

Intex is the industry’s leading provider of cashflow models and analytics, with over 40,000 CLO, CMBS, RMBS and ABS deals modeled from around the globe. Intex is relied upon by hundreds of arrangers, investors, issuers and others for complete, accurate and timely cashflow models used in trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system builders, and INTEX DealMaker for structuring new deals. Intex is an independent, objective and privately-held company with offices in Massachusetts, London and Shanghai. Visit our website at www.intex.com.
MarketAxess operates a leading electronic trading platform that enables fixed-income market participants to efficiently trade corporate bonds and other types of fixed-income instruments using MarketAxess' patented trading technology. Over 1,300 institutional investor and broker-dealer firms are active users of the MarketAxess trading platform, accessing global liquidity in U.S. high-grade corporate bonds, emerging markets and high-yield bonds, European bonds, U.S. agency bonds, municip ... (view full description)

MarketAxess operates a leading electronic trading platform that enables fixed-income market participants to efficiently trade corporate bonds and other types of fixed-income instruments using MarketAxess' patented trading technology. Over 1,300 institutional investor and broker-dealer firms are active users of the MarketAxess trading platform, accessing global liquidity in U.S. high-grade corporate bonds, emerging markets and high-yield bonds, European bonds, U.S. agency bonds, municipal bonds, credit default swaps and other fixed-income securities. MarketAxess also offers a number of trading-related products and services, including: market data to assist clients with trading decisions; connectivity solutions that facilitate straight-through processing; technology services to optimize trading environments; and execution services for exchange-traded fund managers and other clients.
MarketAxess maintains its headquarters in New York and has offices in London, Boston, Chicago, Los Angeles, Miami, Salt Lake City, San Francisco, São Paulo, Hong Kong and Singapore. For more information, please visit www.marketaxess.com.
Thomson Reuters is the leading source of intelligent information for the world’s businesses and professionals. Intelligent information is a unique synthesis of human intelligence, industry expertise and innovative technology that provides decision-makers with the knowledge to act, enabling them to make better decisions faster. We deliver this must-have insight to the financial and risk community, through our open and trusted news, data, analytics and insight, tools and applications, trading capa ... (view full description)

Thomson Reuters is the leading source of intelligent information for the world’s businesses and professionals. Intelligent information is a unique synthesis of human intelligence, industry expertise and innovative technology that provides decision-makers with the knowledge to act, enabling them to make better decisions faster. We deliver this must-have insight to the financial and risk community, through our open and trusted news, data, analytics and insight, tools and applications, trading capabilities, and infrastructure and services – enabling discovery, liquidity and compliance.
Trepp, LLC, founded in 1979, is a leading provider of data, analytics, and technology solutions to the global securities and investment management industries. Trepp specifically serves three key sectors: structured finance, commercial real estate, and banking to help market participants meet their objectives for surveillance, credit risk management, and investment performance. Trusted by the industry for the accuracy of its proprietary data, Trepp provides clients sophisticated, comprehensive mo ... (view full description)

Trepp, LLC, founded in 1979, is a leading provider of data, analytics, and technology solutions to the global securities and investment management industries. Trepp specifically serves three key sectors: structured finance, commercial real estate, and banking to help market participants meet their objectives for surveillance, credit risk management, and investment performance. Trusted by the industry for the accuracy of its proprietary data, Trepp provides clients sophisticated, comprehensive models and analytics. Trepp is wholly owned by Daily Mail and General Trust (DMGT).
UnitedLex (www.unitedlex.com) is a global provider of technology-powered services that delivers industry-leading legal, cyber risk and business strategies and solutions. UnitedLex was founded in 2006 with a singular mission to improve the performance of leading corporations and law firms and academic institutions. Since then, UnitedLex's more than 2,000 attorneys, engineers and consultants have provided unparalleled solutions resulting in risk mitigation, efficiency improvements and cost opt ... (view full description)

UnitedLex (www.unitedlex.com) is a global provider of technology-powered services that delivers industry-leading legal, cyber risk and business strategies and solutions. UnitedLex was founded in 2006 with a singular mission to improve the performance of leading corporations and law firms and academic institutions. Since then, UnitedLex's more than 2,000 attorneys, engineers and consultants have provided unparalleled solutions resulting in risk mitigation, efficiency improvements and cost optimization for its clients around the globe. With more than $250 million in assets and committed capital, UnitedLex deploys the right blend of service and technology to support the world's leading corporations and law firms.
GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your instit ... (view full description)

GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your institution is performing relative to its peers, our service is for you.
GlobalCapital descends directly from EuroWeek (“the voice of the markets”), which has been covering new issues in primary markets for 26 years. Joining the platform are also several key capital markets publications from the Euromoney Institutional Investor Group: Asiamoney, Total Securitization and Derivatives Week. GlobalCapital also sees the introduction of a brand new service on the internationalisation of the RMB.
The combination of these elements on state-of-the-art new web technology provides a device-neutral, flexible global news and data service where relevant related articles and data are a click away.
GlobalCapital.com delivers daily services dedicated to the following key market sectors: FIG/Bank Finance including Covered Bonds, Corporate Bonds, Syndicated Loans, Equity, Leveraged Finance, Sovereign and Supranational and Agency Bonds (SSA), SRI/Green Bonds, Global Emerging Markets, Securitization, Asia Pacific Markets, Derivatives, and Offshore RMB. The service comes with sector specific priced deals data sets, league tables, deal pipelines and people moves.
Asset Securitization Report, a SourceMedia brand, is a leading provider of news and analysis for the asset-backed and structured finance markets through its daily website (StructuredFinanceNews.com) and monthly magazine.
Securitization professionals rely on each weekly issue of Asset-Backed Alert for its hard-to-get news and statistics on asset-backed and mortgage-backed securitization activities throughout the world. The newsletter's coverage takes a forward-looking approach, routinely tipping off subscribers to emerging risks and opportunities in securitization. To start your free-trial subscription, call 201-659-1700 or visit www.ABAlert.com.
BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 33,500+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of i ... (view full description)

BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 33,500+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 17 hedge fund indices, 8 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.
Every week, Commercial Mortgage Alert delivers hard-to-get news, analysis and statistics on the CMBS and REIT-debt markets, as well as the traditional real estate finance business. The newsletter's reputation as the market bible stems from its forward-looking coverage, which routinely tips off subscribers to upcoming financing opportunities and important moves planned by big lenders and borrowers. To start your free-trial subscription, call 201-659-1700 or visit www.CMAlert.com.
Debtwire, an Acuris company, is the leading provider of expert news, data and analysis on global leveraged credit. Our end-to-end coverage goes behind the scenes from primary issuance to the first sign of stress through restructuring and beyond. With global breadth and local depth, Debtwire's award-winning editorial, research and legal analyst teams produce original content that helps subscribers make more informed decisions. Subscribers trust Debtwire - the pioneer in the market - for compr ... (view full description)

Debtwire, an Acuris company, is the leading provider of expert news, data and analysis on global leveraged credit. Our end-to-end coverage goes behind the scenes from primary issuance to the first sign of stress through restructuring and beyond. With global breadth and local depth, Debtwire's award-winning editorial, research and legal analyst teams produce original content that helps subscribers make more informed decisions. Subscribers trust Debtwire - the pioneer in the market - for comprehensive coverage across geographies, companies and asset classes. Specifically, Debtwire ABS provides insight into opportunistic situations in the structured finance market ahead of any other mainstream news outlet. In addition to our unparalleled editorial coverage, subscribers may utilize a bid list library alongside primary issuance, commercial real estate (CRE) and NPL databases. With an ever-evolving market, Debtwire ABS tracks and reports on faulty legacy loans as well as emerging asset classes such as marketplace lending.
Investing.com is a global financial portal and internet brand composed of 28 editions in 21 languages and mobile apps for Android and iOS that provide news, analysis, streaming quotes and charts, technical data and financial tools about the global financial markets. Each edition covers a broad variety of local and global financial vehicles including Stocks, Bonds, Commodities, Currencies, Interest Rates, Futures and Options. Founded in 2007, Investing.com has a growing readership worldwide and i ... (view full description)

Investing.com is a global financial portal and internet brand composed of 28 editions in 21 languages and mobile apps for Android and iOS that provide news, analysis, streaming quotes and charts, technical data and financial tools about the global financial markets. Each edition covers a broad variety of local and global financial vehicles including Stocks, Bonds, Commodities, Currencies, Interest Rates, Futures and Options. Founded in 2007, Investing.com has a growing readership worldwide and is now a leading global financial portal committed to constantly launching innovative features and sections to ensure an optimal one-stop source for its readers.
Preqin is the alternative assets industry’s leading source of data and intelligence. Our products and services are utilized by more than 47,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, e ... (view full description)

Preqin is the alternative assets industry’s leading source of data and intelligence. Our products and services are utilized by more than 47,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research.
Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
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Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
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Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
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Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
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Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
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Email Tracking
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
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Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
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Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
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How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
United KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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