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Eiman Abdelmoneim

Head of Product
Sky Road

Leads the product strategy and development efforts for Sky Road's cloud based trading and portfolio management solutions.

Ankit Aggarwal

Head of US CLO Structuring
Bank of America Merrill Lynch

Ankit Aggarwal has 11 years of industry experience in CLO banking and structuring. Ankit is responsible for managing the US CLO banking/structuring team at BAML, overseeing deal execution for both BSL and Middle Market CLO issuance. Ankit also focuses on client development and maintaining relationships with CLO managers and investors. Prior to joining BAML, Ankit was a CLO banker at Deutsche Bank. Across the two firms, Ankit has significant experience of lead structuring transactions across both the US and Europe, including BSL CLOs, Middle Market CLOs, CBOs and synthetic first loss SRT transactions. Ankit holds a Bachelor of Technology in Computer Science from IIT Bombay.
 

Rishad Ahluwalia

Managing Director
J.P. Morgan Securities LLC

Rishad has 19 years of industry experience and is the Managing Director and Head of J.P. Morgan CLO Research. Rishad and his team have placed #1, #2 or #3 in Institutional Investor polling since 2005. Rishad has worked in research at J.P. Morgan since 2003 and started his career in 1998 in Lehman Brothers. Rishad holds a BA from Duke University including a year at the London School of Economics. Rishad and his wife live in London with their two children.

Matthew Andrews

Managing Director, Head of Capital Markets - Structured Credit
CIFC Asset Management

Mr. Andrews has 17 years of experience in investment banking, structured finance and business development.  Prior to joining CIFC, Mr. Andrews was Head of CLO Origination and Structuring for RBS Securities Inc.’s U.S. CLO business. Prior to running the CLO business, Mr. Andrews was a Director in the Asset Backed Finance Group where he was responsible for originating, financing, structuring and distributing new issue securitizations backed primarily by leveraged loans, credit cards and consumer loan receivables.  Prior to joining RBS Securities Inc., via Greenwich Capital Markets, Inc., Mr. Andrews was an Associate at Banc One Capital Markets, Inc. where he focused on originating, structuring ... (view full description)

Sally Bakewell

Corporate Finance Reporter
Bloomberg News

Sally Bakewell is a New York-based reporter and editor at Bloomberg News covering credit markets. She focuses on corporate debt, including structured finance. Prior to Bloomberg, she worked at the Japanese Nikkei Newspaper covering politics and finance.
 

Lauren Basmadjian

Senior Portfolio Manager
Octagon Credit Investors

Ms. Basmadjian joined Octagon in 2001. She is a member of Octagon’s Investment Committee and serves as the Portfolio Manager of 9 CLOs, 1 Separately Managed Account, and 3 Commingled Funds.  Prior to becoming a Portfolio Manager, Ms. Basmadjian managed Octagon’s workout efforts and also oversaw the leisure & entertainment, retail, consumer products, business services, food & beverage and technology industries. Prior to joining Octagon, Ms. Basmadjian worked in the Acquisition Finance Group at Chase Securities, Inc.  She graduated Cum Laude from the Stern School of Business at New York University with a B.S. in Finance and Economics.

Christine Bave

Managing Director
Apollo Global Management LLC

Ms. Bave is a Managing Director and investment analyst in the Global Liquid Credit platform covering issuers in the industrials sector. Ms. Bave joined Apollo in 2016 and, prior to that, was a Principal at Halcyon Asset Management for three years covering similar industries. Prior to joining Halcyon, she was a Vice President in the Distressed Group at Barclays Capital. Prior to business school, she was an Associate in High Yield Research and an Analyst in Leveraged Finance at Wachovia Securities. Ms. Bave graduated summa cum laude from Colgate University with a BA in Mathematical Economics and received her MBA from Harvard Business School.

Larry Berkovich

Partner
Allen & Overy

Larry Berkovich is a partner in Allen & Overy’s structured finance practice, based in New York. He has over 20 years of experience, 15 years of which have been dedicated to CLOs and other structured products. His practice places emphasis on broadly syndicated, middle-market and commercial real estate CLOs, rated and unrated leveraged loan and commercial real estate loan warehouse facilities, risk retention financings, as well as CLO refinancings, resets, upsizings and restructurings. Larry represents underwriters, issuers, collateral managers and debt and equity investors. Larry's experience includes serving as principal outside counsel to two major investment banks in the develop ... (view full description)

Shivraj Bhushan

Executive Director
J.P. Morgan Securities LLC

Global co-head of the JPMorgan CLO Trading business with direct responsibility of running the US dollar business. I co-manage the team responsible for market making in CLO and CDO securities across US dollar and Euro denominated structured products. I have been involved in the CLO/CDO space with JPMorgan since 2006.
 

John Blaney

Managing Director
Guardian Life Insurance

John Blaney has been employed at Guardian for over 14 years with over 17 years investment experience and is also a co-portfolio manager of the Victory Floating Rate Fund and Victory High Yield Fund. John also co-manages the high yield bond and leveraged loan portfolios in the Guardian general account. John joined Guardian Life in 2000 and spent three years as an analyst and trader in the Structured Finance group before moving to corporate credit. Over his tenure as Senior Credit Analyst at Guardian, John has covered every HY sector except for Metals, Pipelines and Utilities. Prior to joining Guardian in 2000, John was an investment analyst at MetLife.   John holds ... (view full description)

David Bowman

Special Adviser to the Board
Federal Reserve System

David Bowman is a Senior Advisor at the Board of Governors of the Federal Reserve System. Mr. Bowman serves as the Board’s senior staff liaison to the Alternative Reference Rates Committee, a group of private sector participants convened by the Board of Governors and Federal Reserve Bank of New York to help identify alternatives to LIBOR and to develop strategies to promote their use. Mr. Bowman also serves as the Board’s representative to the FSB’s Official Sector Steering Group (OSSG) and has previously served as a senior staff member supporting Chairman Jerome Powell in his capacity as co-chair of the OSSG and helped to coordinate the OSSG’s work summarized in the 2014 FSB report, Reformi ... (view full description)

Andrew Brady

Partner, Co-Head of Corporate Credit
Marathon Asset Management

Andrew Brady, CFA is a Partner at Marathon Asset Management L.P., a New York-based manager of $16 billion in credit for institutional investors across global corporates, real estate, and emerging markets.  Mr. Brady is Co-Head of Marathon’s Corporate Credit business and a Member of the Executive Committee.  Mr. Brady serves as Portfolio Manager for performing high-yield bond and loan portfolios, including collateralized loan obligations (CLOs), which complement Marathon’s capabilities in stressed corporate situations.  Mr. Brady joined Marathon in 2004 after eight years with Indosuez Capital, the merchant banking and high-yield asset management division of Credit Agricole, where he was a Dir ... (view full description)

Paul Burke

Managing Director, Head of Agency & Trust Sales
Citibank, N.A.

Paul Burke is Head of Agency & Trust Sales for North America, at Citibank, N.A. His team is a market –leading trustee in the structured finance industry, across all major asset classes, including CLOs, RMBS, CMBS and Esoteric ABS. In his twenty-five years in the field of asset-backed securities, Paul has worked on a wide variety of domestic U.S. and international securitizations of assets, including auto loans, credit cards, bank loans, corporate bonds, export contract receivables, aircraft leases, airline ticket receivables, trade receivables and mortgages. Paul is a member of the Trustee Committee of the SFIG, having also served for several years the Co-Chair of ... (view full description)

Collin Chan

Vice President, CLO Strategist
Bank of America Merrill Lynch

Collin Chan is a vice president and US CLO strategist within the Structured Finance Research group at Bank of America Merrill Lynch (BofAML). Collin leads the CLO research effort and together with his team, publishes on a wide range of topics including credit performance trends, relative value and the impact of regulatory changes. The BofAML CLO team has been ranked multiple times by the Institutional Investor All-American Research team survey. Prior to joining BofAML, Collin completed his PhD in Operations Research at Cornell University. Collin is a CFA Charter holder and has a BSc in Science from the University of British Columbia.

Olga Chernova

Chief Investment Officer
Sancus Capital Management

Ms. Chernova is the Founder and CIO of Sancus Capital Management. She launched the management company and Sancus Capital Select Master fund in August of 2009 securing a “seed deal” from Citigroup’s Fund of Fund business. Ms. Chernova has been involved in the credit derivatives market since its inception in 1999, trading single name CDS, CDX Indices, tranches and options, as well as developing credit event settlement protocols at the early stages of the market. Prior to Sancus, Ms. Chernova was a Managing Director at JPMorgan, serving as Head of North American Credit and Structured Credit for the Proprietary Positioning Business from 2007 to 2009. At JPMorgan, Ms. Chernova gu ... (view full description)

Lynn Chin

Partner
PwC

Lynn leads her practice's Financial Products and Transactions team of tax specialists who provide deep technical advice with respect to products and transactions as they relate to the creation, investment and disposition of fixed income securities. Her product expertise includes ABS, MBS, corporate bonds and syndicated loans, commercial and residential loan origination platforms. She is a results-driven leader with strategic and practical approach in solving complex tax technical issues while leading teams through execution plans that encompass strategy analysis, product development, process improvement, and product management as they relate to fixed income securities and structu ... (view full description)

Meredith Coffey

Executive Vice President of Research & Analysis
LSTA

Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market. In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts. Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)

Andrew Curtis

Managing Director
Z Capital Partners, LLC

Mr. Curtis is a Managing Director of Z Capital and heads the Investment Team for Z Capital Credit Partners. Mr. Curtis has extensive experience in leveraged credit, financial restructurings and bankruptcy reorganizations, and is responsible for the management of the firm’s leveraged finance strategies. Prior to joining Z Capital, Mr. Curtis was a Portfolio Manager at Mercer Park LP (“Mercer Park”). Mr. Curtis also served as Mercer Park’s Head of Credit Research, where he led a team in conducting fundamental research for the firm’s stressed, distressed and relative value credit investing strategies. Before joining Mercer Park, Mr. Curtis worked at Sandelman Partners (“Sandelman”) ... (view full description)

Christopher Duerden

Partner
Dechert LLP

Christopher P. Duerden, a partner is Dechert's global finance practice, focuses his practice on securitization and capital markets transactions. Mr. Duerden has extensive experience with collateralized loan obligations, leveraged loan warehouse facilities and a variety of asset backed securities transactions. In particular, he has focused on transactions involving the middle market sector but also has significant experience with securitizations of trade receivables. He represents various underwriters, collateral managers and borrower and lenders in respect of term and revolving warehouse facilities. Prior to joining Dechert, Mr. Duerden worked at a large international ... (view full description)

Jim Dunbar

Senior Managing Director
Värde Partners, Inc.

Jim is a Senior Managing Director and member of Värde’s Mortgage Business.  He is responsible for commercial real estate debt strategies, including loan originations, loan trading and structured finance.   He has also led investments in real estate operating companies, hospitality assets and non-performing CRE loans.  Based in Minneapolis, he joined Värde in 2010.   Prior to joining Värde, Jim was a Senior Vice President at Macquarie based in Chicago. He had multiple roles within its real estate business including commercial real estate investments with joint venture partners, developing new business initiatives and forming real estate investment trusts. Prior to Macquarie, Jim w ... (view full description)

Jim Feeley

Co-Head of US
Investcorp Credit Management

Jim joined Investcorp Credit Management in March of 2019.  He is a member the Investment Committee. Previously, Jim was a Senior Managing Director at Medley Management Inc. where he held roles including Head of Credit and Structured Credit, Head of Markets (Tradable Credit), Head of Investing and Head of Restructuring.    Jim began his career in leveraged finance with Fleet Bank and J.P. Morgan Securities’ (fka Chemical and Chase Securities) Acquisition Finance and Global Leveraged Finance Group.  After joining private equity firm J.H. Whitney & Co., Jim was a Founding Partner of Friedberg Millstein's credit strategies business a ... (view full description)

Judith Fishlow Minter

Managing Director & Co-Head Loan Capital Markets
RBC Capital Markets

Judith Fishlow Minter is Head of U.S. Loan Capital Markets and has responsibility for syndicating leveraged finance transactions for corporate and financial sponsor clients. She has spent the majority of her 30 year banking career at Citi starting in 1987 where she was Head of Loan Syndicate for North America from 1998 through 2008. Her latest position prior to starting at RBC in 2011, was as Managing Partner with North Sea Partners, a boutique leveraged finance advisory firm. Ms. Fishlow Minter received her MBA in Finance from The Wharton School of Business at the University of Pennsylvania and a B.A. in Economics and Government from Wesleyan University. At RBC, Judith is a memb ... (view full description)

Christopher Gilbert

Head of U.S. CLO Banking
Natixis

Mr. Gilbert is responsible for managing the CLO banking team at Natixis, overseeing deal execution, client development and maintaining relationships with clients that include CLO managers, direct lenders and investors.  He focuses on both Middle Market and BSL CLO issuance.
 
Prior to joining Natixis in 2005, Mr. Gilbert worked for Goldman Sachs in corporate investment banking and credit roles.
 
Mr. Gilbert graduated from the College of William & Mary with a BBA in Accounting and holds an MBA from the Darden School of Business at the University of Virginia.  He also holds a designation as a Chartered Financial Analyst.
 

Hector Herrera

Head of Business Development for Strategic and Conventional Sales
BNY Mellon

Hector Herrera, with his seasoned team of sales professionals, leads Corporate Trust’s business development efforts for certain strategic clients of BNY Mellon as well as focusing on Government, Infrastructure, Conventional Debt and Structured Finance Sales for the Americas.    From 2010 to 2017, Hector was Corporate Trust’s Business Development lead for Latin America and Canada; during which time he successfully won and on boarded multiple landmark transactions for the firm.   As well as having strong industry relationships and a deep understanding of the global markets, he has specific experience in complex, structured and specialty products.   He joined ... (view full description)

Kenneth Ho

Senior Director, Financial Engineering
Moody's Analytics

Kenneth Ho is a Senior Director at Moody’s Analytics where he has worked for over eleven years. Currently, he runs the Program & Project Management Teams within the Economics and Structured Analytics (ESA) line of business. He is responsible for product strategy and product development for a suite of structured finance analytical products including the Structured Finance Portal web platform, CDOnet and Structured Finance Workstation desktop software, APIs and data. In addition, Kenneth manages a team of project managers who engage in large custom solution implementations.   Previously, Kenneth lead the U.S. Structured Finance Client Services Team. In this role, Kenneth manage ... (view full description)

Jon Hodges

Chief Executive Officer
Alphkinetic – A Virtus Partners Company

Jon has worked in financial technology for 15 years. Initially building large scale high volume auto‐trading systems specialising in FIX protocol and order book management. Later moving onto the buy-side working with Credit Derivatives (CDO’s, CDS) and Fixed Income (Bonds, Repos, ABS, MBS). He founded Alphakinetic in 2009 to provide flexible portfolio management technology to Credit managers and ran the business until the acquisition by Virtus Partners LLC in April 2017 where he now runs the Front office business line. He has a MEng in Civil Engineering from Newcastle University and is a graduate of the Goldman Sachs 10,000 Small Business Programme.
 

Geoffrey Horton

Vice President
Barclays

Geoff Horton is a CLO and loan strategist at Barclays based in London. Prior to joining Barclays, Geoff was a CLO and commercial ABS research associate at Wells Fargo in the US. Previous positions include roles within the equipment finance arm at Wells Fargo and the prime brokerage group at Deutsche Bank.

Jian Hu

Managing Director & Head of New Ratings for US Corporate Asset Securitization
Moody's Investors Service

Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. He is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China, and Co-Chair of China Market Committee of U.S. Structured Finance Association. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he ... (view full description)

Eric Hudson

Managing Director
Kroll Bond Rating Agency

Eric Hudson is a Managing Director and Head of the Structured Credit Group at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions.   Hudson joined KBRA after 11 years at S&P Global Ratings, where he held various roles within the company’s structured finance ratings practice. Most recently, he was a senior director and analytical manager for S&P’s U.S. Structured Credit Group, where he led the team that was responsible for assigning ratings to all newly-issued CLO and CDO transactions. In addition to managing a multiregional team of analysts, Eric served as the face of S&P’s CLO team, leading outreach efforts among arranger ... (view full description)

Albert Huntington

Head of Capital Markets and Banking
Redding Ridge Asset Management

Mr. Huntington joined Redding Ridge as Head of Capital Markets and Banking and a Managing Director. Prior to Redding Ridge, Albert joined Apollo’s Corporate Structured Credit Group in 2014. Mr. Huntington was also a Director in the CLO Structuring & Origination Group at Bank of America Merrill Lynch. He has structured over $35 Billion of CLOs, CLO refinancings and CLO repackaging across over 65 transactions. His innovations on CLO structures include the CLO 2.0 X-note (the first solution to address the LIBOR basis mismatch during long first periods) and the CLO “Reset” (the amendment and extension refinancing of a CLO). Albert graduated from The University of Virginia with a B.S. in Chem ... (view full description)

Manish Kapoor

Managing Principal
West Wheelock Capital

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experienc ... (view full description)

Lauren Kerr

Conference Producer
IMN

Asif Khan

Managing Director, Head of CLOs
MUFG

Mr. Khan is the Global Head of CLO’s at MUFG Securities. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has over 16 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. Mr. Khan holds an M.B.A. from William E. Simon School at University of Rochester and Bachelor of Business Administration, Magna Cum L ... (view full description)

Alberta Knowles

Partner
EY

Alberta Laskaj Knowles is a Partner in the Financial Services Office Advisory practice at Ernst & Young LLP based out of New York. Alberta is a CPA and has over 17 years of financial services experience. She has worked with investment banks, broker-dealers, asset managers, private equity firms, GSEs and insurance companies within the product areas of structured finance, leveraged finance, derivatives, mortgages and commercial real estate. Alberta has worked closely with asset management, financial reporting, and regulatory reporting and product control areas where she has performed leading practice assessments on policies and procedures as they relate to pricing and valuation of complex ... (view full description)

Dan Ko

Principal & Portfolio Manager
Eagle Point Credit Management

Dan is a Principal and Portfolio Manager of Eagle Point Credit Management. He is responsible for selecting and structuring strategic investment opportunities in the primary CLO market, analyzing secondary CLO market opportunities, executing trades, and monitoring Eagle Point’s investments. Dan has specialized in structured finance throughout his entire career. Prior to joining Eagle Point, Dan was a Vice President at Bank of America Merrill Lynch in the CLO structuring group. He was responsible for modeling CLO cash flows, negotiating deal terms with both debt and equity investors, and coordinating the rating process. In addition, he was responsible for exploring non-standard structuring ini ... (view full description)

Jimmy Kobylinski

Senior Director
S&P Global Ratings

Jimmy N. Kobylinski is a Senior Director and Analytical Manager within the U.S. Structured Credit group at S&P Global Ratings. In his current role, Jimmy co-manages the new issue and monitoring efforts for cash flow CLOs and other CDO transactions.

Previously, Jimmy was an Analytical Leader monitoring synthetic collateralized debt obligation (CDO) transactions and analyzing cash flow CLOs and currency swap transactions.

Jimmy holds a bachelor’s degree in Economics from Binghamton University and a master of business administration degree in Finance from Fordham University.

Laila Kollmorgen

Managing Director
PineBridge Investments

Ms. Kollmorgen is responsible for managing the investments in Collateralized Loan Obligation (“CLO”) tranches issued by third-party managers. She has more than 25 years of fixed income experience that includes originating, structuring, sourcing, investing, and trading US and European structured products and derivatives for Bank of America Merrill Lynch in New York, HSH Nordbank in Hamburg, and BNP Paribas in London. Ms. Kollmorgen holds an MBA from The Wharton Graduate School of Business at the University of Pennsylvania, an MA from The Joseph H. Lauder Institute at the University of Pennsylvania, and a BA, cum laude, from Wellesley College. She is a CFA charterholder and holds series 7 and ... (view full description)

Steven T. Kolyer

Partner
Sidley Austin LLP

STEVEN KOLYER is a partner in the Global Finance Group in the firm’s New York office. He has broad experience in securitizations, structured credit products, investment fund formations and conventional securities offerings, focusing on CLOs/CDOs and related financings in the corporate and real estate sectors. Steven is experienced in conventional capital markets and commercial lending and credit transactions and in credit-linked and other derivative products. Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. He played a lead role in the development of a number of securitization products da ... (view full description)

Michael Kurinets

Chief Investment Officer & Portfolio Manager
Capra Ibex Advisors

Michael worked for 20 years in the fixed-income business focusing predominantly on CLO and ABS CDO products, where he was a Managing Director and head of the CLO/CDO Secondary Trading Desk within the Fixed Income Division at Credit Suisse. Michael successfully guided his desk through the 2007-2009 economic crisis, where his focus was on proprietary trading opportunities. Michael has particular strengthin trading CLO junior, mezzanine and equity tranches.

Gretchen Lam

Senior Portfolio Manager
Octagon Credit Investors

Ms. Lam is a member of Octagon’s Investment Committee and serves as the Portfolio Manager of 6 CLOs, 7 Separately Managed Accounts, and 1 Commingled Fund. Ms. Lam serves as the PM for the Firm’s Structured Credit (CLO Debt & Equity) Investment Strategies. Prior to becoming a Portfolio Manager, Ms. Lam oversaw Octagon's investments in the software, business services, finance & insurance, paper & packaging, gaming & lodging, homebuilding and real estate industries. She was also responsible for the structured credit exposure held in Octagon’s CLO vehicles. Prior to joining Octagon in 1999, Ms. Lam attended Babson College where she graduated Summa Cum Laude with a B.S. in Investm ... (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.

Taryn Leonard

Managing Director
Barings

Taryn Leonard is a member of Barings’ Structured Credit Investment Group. She is responsible for portfolio management, CLO modeling and structural analysis, collateral manager evaluation and monitoring of CLO investments. Taryn has worked in the industry since 1997 and her experience has encompassed investment, structuring and distribution roles across structured credit. Prior to joining the firm in 2007, she served as a portfolio manager at Axon Financial, and held various positions at FGIC and JP Morgan. Taryn holds a B.A. from Barnard College and an M.B.A. from Columbia Business School.
 

Macey Levington

Counsel
Cleary Gottlieb Steen & Hamilton LLP

Macey Levington is Counsel at Cleary Gottlieb. Macey’s practice focuses on corporate and financial transactions, as well as structured finance and securitization in capital markets. His practice encompasses complex structured finance transactions including collateralized loan obligations, receivables securitizations, and asset-based lending arrangements. He also has extensive experience advising financial institutions in structuring and negotiating asset-based lending transactions secured by portfolios of corporate loans and other fixed-income assets. Macey has a J.D. from George Washington University Law School, and a B.A. from Tufts University.
 

Beth MacLean

Executive Vice President
PIMCO

Ms. MacLean is an executive vice president and bank loan portfolio manager in the Newport Beach office. Prior to joining PIMCO in 2011, she was a partner and bank loan portfolio manager at Lord Abbett, where she oversaw the firm’s loan portfolio management team and managed structured products. Previously, she was a managing director and portfolio manager for leveraged loan investments at Nomura Corporate Research and Asset Management. Before that, she was vice president and portfolio manager at Pilgrim Investments and also held senior corporate lending officer roles at the Bank of Hawaii and the Bank of New York. She has 29 years of investment experience and holds an MBA from the W.P. Carey ... (view full description)

Thomas Majewski

Managing Partner & Founder
Eagle Point Credit Management

Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. Prior to founding Eagle Point with Stone Point Capital, Tom was a Managing Director and Head of CLOs at RBS, where he was responsible for all aspects of RBSs new-issue CLO platform. Prior to joining RBS, Tom was the U.S. country head at AMP Capital / AE Capital, where he was responsible fo ... (view full description)

Dzmitry Maroz

Advisory Specialist Leader
Deloitte & Touche LLP

Dzmitry, VP of Business Solution Architecture in Deloitte & Touche LLP, has over 15 years of experience designing and developing financial technology solutions. He manages development for Asset Management, Financial Performance, Data Management and Digitization products. Dzmitry’s experience includes a variety of asset classes including asset backed securities and syndicated loans. Dzmitry is a Deloitte Advisory Blockchain Fellow with a mandate to explore what impact Blockchain technology can have on Financial Services industry. He is also involved in other emerging technologies including machine learning, natural language processing and robotic processing automation.
 

Adrian Marshall

Chief Investment Officer
Elmwood Asset Management

Adrian Marshall is the Chief Investment Officer of Elmwood Asset Management. Adrian has 20 years of industry experience, most recently serving as the co-head of BlackRock’s US managed CLO business and lead portfolio manager for BlackRock’s US leveraged loan platform. While acting in this capacity he oversaw a team managing over $18 bn in assets held across CLO, retail and separate account investment vehicles. Adrian transitioned into the lead portfolio management role for BlackRock’s US CLOs in 2009. Adrian spent his entire career at BlackRock prior to joining Elmwood.

Deryk Meherik

Senior Vice President, CRE CLOs Lead Analyst
Moody's Investors Service

Deryk Meherik joined Moody’s Structured Finance Group in 2003 and is currently a team leader within the CMBS & CRE CDO Surveillance team. He also oversees the review of primary US CRE CDO/CLO transactions. In addition, he contributes to CRE CDO/CLO research.   Deryk has authored or co-authored three global rating methodologies including SF CDOs, SF resecuritizations, and SF interest-only securities. Prior to being appointed to his current position, he was a lead analyst within the CMBS & CRE CDO primary team, where he rated various fixed and floating rate CMBS and CRE CDOs transactions.  Additionally, Deryk has rated primary Structured Credit transactions.   P ... (view full description)

Seth Messner

Partner
Katten Muchin Rosenman LLP

Seth Messner's practice focuses on the representation of borrowers, lenders, issuers, collateral managers, servicers, subservicers, rating agencies, government sponsored enterprises (GSEs) and other parties in a wide array of domestic and international financing transactions. These include asset-backed secured lending transactions, single-family rental loan originations and securitizations, mortgage servicing rights transactions, securitizations of nonperforming, reperforming and jumbo loans, re-securitizations of real estate mortgage investment conduits, and the formation, administration and restructuring of collateralized loan obligations and other vehicles for the pooling of financial ins ... (view full description)

Dagmara Michalczuk

Portfolio Manager
Tetragon Financial Group

Ms. Michalczuk is a Portfolio Manager for CLO products.  She joined the group in early 2007 and prior to that was an Associate in Morgan Stanley’s Securitized Products Group working on the structuring desks in New York and London.  At Morgan Stanley, she was involved in the structuring and execution of CDO and CLO transactions across multiple underlying asset classes and structural types.  Ms. Michalczuk holds an MBA from The Wharton School of the University of Pennsylvania and a BS in Industrial and Labor Relations from Cornell University.  She is based in New York.

Derek Miller

Managing Director
Fitch Ratings

Derek L. Miller is a managing director in Fitch Ratings’ Chicago office. He is a member of the Structured Credit group, with primary oversight of new issue and surveillance ratings for collateralized loan obligations (CLOs) backed by broadly syndicated and middle market loans. Prior to this post, Derek held various positions within the Structured Credit group of Fitch Ratings, with a focus on new issue and surveillance ratings for cash funded CDOs. From 2001-2005, he was a member of the CDO performance analytics group where he was responsible for the maintenance of ratings on cash funded and synthetic CDOs backed by, high yield corporate debt, investment grade corpor ... (view full description)

Michael Mullins

Co-Chair, Finance and Debt Capital Markets
Winston & Strawn LLP

Michael Mullins is a partner in Winston & Strawn's corporate department and has a broad-ranging corporate finance practice, focusing primarily on commercial financings, debt capital markets, and structured products.Mr. Mullins represents finance companies, banks, and investment funds in connection with a wide range of financing transactions, including secured and unsecured syndicated credit facilities, leveraged buyouts, and recapitalization transactions. He also regularly represents issuers, investment banks, collateral managers, investment funds, and institutional investors in structured finance and debt transactions at all levels of the capital structure, with particular empha ... (view full description)

John Nagykery

Vice President - CLO Team Leader
Morningstar Credit Ratings

John Nagykery Team Leader, CLOs Morningstar Credit Ratings   John Nagykery is Team Leader, CLOs for Morningstar Credit Ratings, LLC. He is responsible for rating collateralized loan obligations, risk retention term loans, middle market loan facilities, and other asset-backed securities. Before joining Morningstar, John spent five years at Prime II Management, where he was part of the structuring team that created an innovative CLO that expanded the AAA investor base and increased equity returns by incorporating short-dated AAA CLO notes. During his tenure at Prime II Management, John participated in all aspects of deal transactions, including cash-flow modeling, portf ... (view full description)

Preetham Nanda

Executive Director
J.P. Morgan Securities LLC

Preetham Nanda is an Executive Director in J.P. Morgan’s Global Index Research team. Preetham is the product manager responsible for the strategy, development, and marketing of J.P. Morgan’s global Fixed Income Rates and Securitized indices. Preetham has been with the Index Research team since 2008, previously focused on Emerging Markets and Cross-Asset indices. Preetham holds a B.S. in Computer Science from Rutgers University, and an MSc. in Finance from London Business School.  
 

Brian O'Keefe

Analytical Manager
S&P Global Ratings

Brian O’Keefe is a Senior Director and Analytical Manager within the U.S. Structured Credit group at S&P Global Ratings. In his current role, Brian co-manages the new issue and monitoring efforts for cash flow CLOs and other CDO transactions.

Previously, Brian was in Risk and Methodologies at S&P Global Ratings covering structured finance, and was an analyst focused on cash flow CLOs. Brian was also a Deputy Director at the US Commodity Futures Trading Commission, responsible for derivatives regulation.

Brian holds a bachelor’s degree in Economics from Georgetown University and a law degree from the University of Pennsylvania.

Michael Oliver

Vice President, Business Development
U.S. Bank

Michael (Mike) has more than 15 years of experience in the corporate trust industry, which includes various relationship and product management roles. He joined U.S. Bank in 2010 after our acquisition of Bank of America’s corporate trust department. Mike has served as a business development officer with U.S Bank for the past seven years, focusing on collateral loan obligations (CLOs), CLO Middle Office Solutions, loan agency and custody services, commercial real estate CLOs, commercial mortgage-backed securities (CMBS) and document custody services. He is located in Chicago, Illinois. Mike earned a bachelor’s degree in business administration with a concentration in finance from Benedi ... (view full description)

Chris Padgett

Senior Vice President
Moody's Investors Service

Christina Padgett is a Senior Vice President in Moody's Corporate Finance Group and leads the Leveraged Finance practice. She spends most of her time chairing high yield rating committees and producing credit research with a focus on the leveraged finance market and private equity. Before joining Moody's, Christina was a vice president at JPMorganChase in the Mergers and Acquisitions Group. Prior to her experience in investment banking, Christina finished the bank's Credit Training program and worked in Europe Corporate Finance and Credit Audit. She received a Masters in International Political Economy from Columbia University, School of International and Public Affairs and a B.A. in Histor ... (view full description)

Francisco Paez

Director
MetLife

Francisco Paez is a Director in MetLife's Investments department. He joined MetLife in 2003 at its Latin American regional investments office in Santiago, Chile, where he had roles including responsibilities for structured finance and private equity investments. Francisco joined MetLife’s Structured Finance Group in Morristown, NJ, in 2007, where he’s had roles covering CMBS and ABS globally, as well as non-US RMBS. Prior to MetLife, Francisco spent 6 years at Citibank in Latin America, where he had various relationship management, product management and sales responsibilities. Francisco is a Chartered Financial Analyst. He earned his B.B.A. from th ... (view full description)

Michael Paladino

Managing Director
Fitch Ratings

Mike Paladino is a Managing Director in the US Corporate Finance group at Fitch Ratings. He is the group’s Head of US Leveraged Finance (LevFin) and Real Estate & Leisure Team Head. In these roles Mike is responsible for ratings, research & analytics related to Fitch’s US Corporates’ LevFin platform as well as sector teams covering gaming, lodging & leisure (GLL), commercial real estate (REITs) and residential real estate (homebuilders & building products). Paladino joined Fitch in 2006 from UBS where he also covered the GLL sector since 2000 and contributed to the research platform achieving a #1 ranking in the Leisure category by Institutional Investor ... (view full description)

Justin Pauley

Senior Structured Credit Analyst
Brigade Capital Management, LLC

Mr. Pauley is a Senior Structured Credit Analyst at Brigade Capital Management. Prior to joining Brigade, Mr. Pauley led RBS’s CDO/CLO strategy platform from 2009 through July 2012. As a CLO strategist, he focused on relative value, structural characteristics and collateral quality. Mr. Pauley published monthly reports on the CLO sector and provided the trading desk with analysis and information systems. Mr. Pauley also was employed by Wells Fargo Securities for five years, where he held various positions, including CDO Research Analyst. Mr. Pauley has a B.S. in Computer Science from Winthrop University.

Peter Phelan

Deputy Assistant Secretary for Capital Markets
U.S. Department of the Treasury

Peter Phelan is Deputy Assistant Secretary for Capital Markets at the U.S. Department of the Treasury. His office focuses on housing finance, capital formation, market structure and liquidity, derivatives, equity and fixed income markets, and reference rate reform. Prior to Treasury, Peter was at CIT Group where he ran the interest rate and foreign exchange desk for the company. He worked at Commerzbank AG before that as the deputy desk manager for the North American balance sheet operations, focused on asset liability management and investment portfolios. Peter is a graduate of Dartmouth College.
 

Jeremy Phillips

Partner
PwC

No biography specified

David Preston

Managing Director
Wells Fargo

David Preston, CFA, is a managing director in the Structured Products Research group at Wells Fargo Securities. He covers CLOs and Commercial Asset-Backed Securities. Before joining Wells Fargo, he served as a fixed income strategist with Raymond James & Associates. In addition, Dave served in the U.S. Army as an infantry officer. He earned a BA in English from The Citadel, The Military College of South Carolina, and an MBA from Tulane University.   The Wells Fargo CLO Research team has been ranked #1 in Institutional Investor’s All-America Fixed-Income Research survey in 2013, 2014, 2015, 2016 and 2017.   The Wells Fargo CLO Research team was also ranked #1 Most ... (view full description)

Michael Quick

Senior Manager
Deloitte & Touche LLP

Michael is a Senior Manager in Deloitte’s Advisory practice, with over a decade of experience working in the financial services industry, particularly with securitized products such as collateralized loan obligations (CLOs).  He provides services across the entire life cycle of a CLO including: warehouse compliance, closing date cash flow structuring, effective date due diligence, and payment date distribution verification and collateral quality testing.   He has also provided valuation support and has experience with learning & development.  Michael is a member of the CAIA association and holds a BS from Rutgers University and an MBA with a concentration in Finance from Pace University.

Joe Rennison

US Capital Markets Reporter
Financial Times

Joe Rennison is US Capital Markets Reporter for the Financial Times, covering credit markets and securitisation. He also occasionally writes about fixed income market structure, derivatives markets, and a variety of other topics that catch his attention from week to week. He is based in New York.

Rennison joined the FT from Risk magazine in May 2015, where he wrote extensively on OTC derivatives and the changing market structure as trading migrated to electronic venues and central clearing.

Rennison has a BSc in Philosophy, Logic and Scientific Method from the London School of Economics.

Nicholas Robinson

Partner
Allen & Overy

Nick is a partner in Allen & Overy’s structured finance practice, based in New York. He concentrates his practice on representing underwriters, asset managers and investors in collateralized loan obligations (CLOs), with a focus on the middle market sector.  He also specializes in representing lenders and borrowers in structured loan facilities, CLO warehouse facilities and a variety of other asset backed securities transactions.  He is frequently consulted on regulatory matters, in particular as to U.S. and EU risk retention compliance.  Nick’s practice has also covered a broader range of capital markets matters, including debt private placements, leveraged finance and transportation fi ... (view full description)

Rob Robis

Senior Vice President, Global Fixed Income Strategy
BCA Research

Robert Robis is currently BCA's Senior Vice President, Global Fixed Income Strategy. Previously, he headed up the BCA's U.S. Bond Strategyservice. Robert has an extensive background in global fixed income strategy and portfolio management, spending 20 years in a variety of roles. Prior to rejoining BCA in June 2014, Robert was the Head of Fixed Income Macro Strategies and Senior Portfolio Manager at ING Investment Management in Atlanta, where he developed bond, currency and credit strategies for a variety of fixed income funds. Earlier in his career, Robert was a Global Fixed Income & Currency Strategist and Senior Portfolio Manager at OppenheimerFunds ... (view full description)

Carlos Rodriguez

Partner
Sidley Austin LLP

CARLOS RODRIGUEZ practices in the areas of securitization and structured finance and represents major commercial banks, investment banks, fund advisers, insurance companies and government entities in the United States and Latin America in structuring, financing and investing in structured financial instruments, asset-backed securities and derivatives. He has extensive experience in capital markets transactions involving the public offering of registered securities and the private placement of securities issued by U.S. and non-U.S. issuers, including offerings under Rule 144A and Regulation S.  Carlos has been recognized in numerous legal publications. According to ... (view full description)

Jeffrey Rotblat

Partner
Cadwalader, Wickersham & Taft LLP

Jeffrey Rotblat is a partner in the Capital Markets Group, resident in Cadwalader's New York office. His practice is concentrated in the areas of structured finance, commercial real estate securities and federal securities laws. Jeffrey practices primarily in commercial real estate securities representing major Wall Street investment banks and financial institutions in their roles as issuers, loan sellers, underwriters and placement agents in both public and private offerings of mortgage-backed securities and other structured finance products. He also represents investment banks, specialty finance companies and investment funds structuring and negotiating mortgage loan trades, mo ... (view full description)

Amit Roy

Head, US CLO New Issue
Goldman Sachs

Amit Roy is a Managing Director in the Investment Banking division at Goldman Sachs and heads the US CLO New Issue business for the firm. He joined Goldman Sachs in 2001 and has been directly involved in structuring and placing over $50bn of securities backed by bank loans, high yield bonds, investment grade securities, private placements and emerging market securities.

Amit holds an MBA, with honors, from the Wharton School of Business at the University of Pennsylvania and S.B. degrees in Economics and Computer Science from the Massachusetts Institute of Technology.

Timothy Ruxton

Managing Director
Alter Domus

Tim has been with Cortland Capital Markets in Chicago for over five years and in the securitizations markets for over a decade.  At Cortland he had managed the CLO Compliance and Analytics team and is now a Managing Director in their Business Development group.  He covers all aspects of the credit markets for Cortland both domestically and internationally. Prior to Cortland, Tim was a Vice President in Corporate Trust for several bank institutions, including LaSalle Bank, where he managed teams that worked with CDO, CLO, CRE, CMBS, and RMBS products.  Tim has his MBA from Iowa State University.

Allison Salas

Director, Structured Finance, CLOs
Deutsche Asset & Wealth Management

Ms. Salas is a Director at DWS Investment Management where she is a structured finance research analyst specializing in collateralized loan obligations.  In addition to making investment recommendations on CLOs for the global platform, Ms. Salas also works with the leveraged loan team who manages CLOs to advise on structuring, documentation and new issuance.  Prior to joining DWS in 2005, she was a Director at FitchRatings responsible for rating Collateralized Debt Obligations and Residential Mortgage Backed Securities.
 
Ms. Salas has BS in Finance from the University of Delaware and is CFA Charterholder.  She has 19 years of industry experience.

Chris Saltaformaggio

Director
New York Life Investors

Mr. Saltaformaggio is a Director in the Structured Products Group at NYL Investors and is responsible for investing in CLOs on behalf of the General Account and Third Party Portfolios. He also has experience investing in Asset Backed Securities as well as Short Term Interest Rate Securities. Mr. Saltaformaggio joined New York Life Investments in 2004 as an Assistant Trader and Portfolio Analyst in the High Yield Group until 2011. Prior to joining New York Life Investments, Mr. Saltaformaggio was an Associate at New York Life Insurance Company in the Variable Annuity business. Mr. Saltaformaggio received a B.A. in Economics from Seton Hall University and an M.B.A from Fordham University.

Anthony Schexnayder

Head of Business Development
KopenTech

Anthony serves as KopenTech's Head of Business Development and works side-by-side with investors and managers as they use KopenTech’s platform to simplify structured products.  Anthony has over 19 years’ experience working in the structured finance industry. Before joining KopenTech, Anthony spent several years focusing on FinTech solutions for private debt lenders and CLO managers/investors.  Most recently he directed sales for Mariana Systems, a software as a service (SaaS) fintech company focused on providing an end-to-end technology solution for some of the largest leveraged loan/CLO managers. Prior to his work in FinTech, Anthony had senior roles at Guggenheim Partners, Well ... (view full description)

Randy Schwimmer

Senior Managing Director
Churchill Asset Management

Randy Schwimmer is Senior Managing Director and Head of Origination and Capital Markets at Churchill Asset Management LLC. Affiliated with TIAA, Churchill invests in senior debt in middle market companies.   Mr. Schwimmer is also editor/publisher of “The Lead Left,” a weekly newsletter reviewing deals and trends in the capital markets. This well‑regarded and widely distributed publication has a unique focus on the mid‑market space and is read by many influential industry participants.   Mr. Schwimmer is widely credited with developing loan syndications for middle market companies. He has been a member of senior management and investment committees for two of the premi ... (view full description)

Serhan Secmen

Managing Director & Portfolio Manager
Napier Park Global Capital

Serhan Secmen is a structured credit Portfolio Manager for Corporate Credit Strategies at Napier Park Global Capital (“Napier Park”). Mr. Secmen manages various vehicles that invest 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 F ... (view full description)

Edmond Seferi

Partner
Morgan, Lewis & Bockius LLP

Edmond (Eddie) Seferi focuses his practice on structured finance and securitization, with an emphasis on collateralized loan and debt obligation transactions, including cash-flow and synthetic transactions; asset-backed securities, including mutual fund fee receivables, life settlement receivables, and trade receivables; derivatives; and other structured financial products.

From 1992 to 1994, Eddie served as chief of staff to the president of Albania. He was a James Kent Scholar at Columbia Law School.

A.J. Sfarra

Managing Director
Wells Fargo Securities

A.J. Sfarra is a Managing Director in the Commercial Real Estate Capital Markets & Finance Group of Wells Fargo Securities, LLC and oversees CMBS and CRE CLO securitization. In this role, Mr. Sfarra is responsible for all securitization execution activity on behalf of the bank and its third party clients including conduit, SASB, Agency CMBS and CRE CLOs.   Prior to joining Wells Fargo in 2010, Mr. Sfarra was a Senior Vice President at CWCapital Investments (CWCI) responsible for growing CWCI’s investment management business. Previously, Mr. Sfarra spent 8 years at Morgan Stanley where he was an Executive Director integrally involved in the execution of over $100 billion in CM ... (view full description)

Milen Shikov

Managing Director & Portfolio Manager
AIG

Milen serves as a Managing Director and Portfolio Manager at AIG Investments. He is head of the CLO Investments Group within the Public Credit Group and responsible for a team of investment professionals that manage a global portfolio of approximately $8.5 billion. Milen has 16 years of experience in the structured credit and leveraged loan markets. Prior to joining AIG in 2010, he was a vice president on the Credit Structuring and CLO banking teams at Deutsche Bank. Prior to that, he was at Ernst & Young LLP as part of the structured products advisory practice. Milen received his B.S. in finance from Ithaca College.

Paul St. Lawrence

Partner
Morgan, Lewis & Bockius LLP

Paul R. St. Lawrence concentrates his practice on complex financing transactions, with a particular emphasis on collateralized loan obligations (CLOs). He also handles securitizations, asset-based finance, and other structured finance and derivative products, and is often called upon by clients for his regulatory advice. Paul represents companies on both the sell-side and buy-side in derivative-based financings, CLOs, esoteric securitizations, and transactions utilizing other complex financial instruments. He also advises on the rights of creditors to exercise remedies in derivative and securities transactions following the insolvency of counterparties. Before joining Morgan Lewi ... (view full description)

James Stehli

Managing Director, Head of CLOs
Mizuho Securities USA LLC

Jim Stehli is a Managing Director and Head of the CLO Group at Mizuho Securities USA, where he also covers non-mortgage ABS and CMBS trading. Mr. Stehli has over twenty years of experience in structured products, including agency and non-agency residential mortgages, residential CDOs, bank loan CLOs, CRE & CMBS securities, and other managed funds. Mr. Stehli joined Mizuho in 2014 after more than three years as a Partner & Managing Director at CRT Capital, where he oversaw the firm’s CDO/CLO trading. From 2009 to 2010, Jim was a Founding & Managing Partner at Sirona Advisors, and prior to that he served as Global Head of the CDO/CLO business at UBS from 2005 thro ... (view full description)

Craig Stein

Partner
Schulte Roth & Zabel

Craig Stein is a partner with Schulte Roth & Zabel, where he is co-head of the Structured Finance & Derivatives Group. His practice focuses on structured finance and asset-backed transactions, swaps and other derivative products, including credit- and fund-linked derivatives, prime brokerage and customer trading agreements. He represents issuers, underwriters, collateral managers and portfolio purchasers in public and private structured financings, including collateralized loan obligations (CLOs). Craig has been recognized in this area by the prestigious legal directory Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for h ... (view full description)

Shannon Stotts

Managing Director
Resource Real Estate

Shannon Stotts joined Resource Real Estate Funding in 2017 as a Managing Director and Chief Credit Officer for the loan origination platform.  Prior to joining Resource, she led the Floating Rate Capital Markets team at Natixis Real Estate Finance, where she oversaw pricing, structuring and distribution of floating rate loans.  Before joining Natixis, Ms. Stotts worked at Lehman Brothers in the Global Real Estate Group, where she initially focused on senior, mezzanine and equity investments as part of the Principal Transactions Group, and later on structuring and distribution of high yield loans as a member of the Credit Distribution team.  Following the Lehman Brothers’ bankruptcy, she was ... (view full description)

Lary Stromfeld

Partner
Cadwalader, Wickersham & Taft, LLP.

Lary Stromfeld has represented leading financial institutions and other participants in the global capital markets for more than 35 years, advising clients in a range of transactions, disputes and advisory matters. Lary was recently recognized by the Financial Times as one of the “Top 10 Legal Innovators for North America” for his work on numerous landmark assignments, including advising the Federal Reserve’s ARRC on post-LIBOR transition, representing the largest creditor in Puerto Rico’s bankruptcy, and developing key regulatory documents for the International Swaps and Derivatives Association (ISDA). Lary is also the founder of Justice Served, a campaign to mobilize the legal community to ... (view full description)

Ryan Suda

Partner
Mayer Brown LLP

Ryan Suda is a partner in Mayer Brown’s New York office and a member of the Banking & Finance practice, Structured Finance and CDOs & CLOs groups. Mr. Suda advises financial institutions, asset managers, private equity funds and hedge funds in structured finance transactions and other complex financings. He focuses in particular on securitizations of institutional leveraged loans, known as collateralized loan obligations (CLOs). In addition, he advises clients on regulatory issues in relation to securities laws, the US risk retention regulations and the Volcker Rule, and has experience in derivatives, secured and unsecured credit facilities, private placements, asset finance and acqu ... (view full description)

Sagi Tamir

Partner
Mayer Brown LLP

Sagi Tamir is a partner in Mayer Brown’s New York office and a member of the Banking & Finance practice, Structured Finance and CDOs & CLOs groups.  Mr. Tamir concentrates his practice in the areas of structured finance and derivatives. Mr. Tamir is experienced in representing asset managers, initial purchasers, placement agents and issuers in a variety of securitization and other structured finance transactions.  He has represented clients in numerous cash and synthetic collateralized bond, loan, fund and debt obligations transactions.  Mr. Tamir also has extensive experience in workouts of CDO and CLO transactions.  In the derivatives area, Mr. Tamir is working with credit default ... (view full description)

Julia Tsybina

Counsel
Clifford Chance

Julia Tsybina is counsel in the London Structured Debt Group.  She specialises in structured finance and capital markets, currently with a specific focus on CLOs, repackaging and fund financing transactions, as well as various aspects of the European Securitisation Regulation.  Julia works in the London office of Clifford Chance and previously worked in its Moscow office between 2003 to 2010, during which time she was involved in a number of regulatory initiatives relating to securitisation.    

 

Cenk Tunasar

Principal, Data & Analytics
KPMG

Cenk is a Principal in KPMG’s Data & Analytics practice focused on Artificial Intelligence, Machine Learning, Optimization and Simulation. Cenk has 20 years of experience across multiple industries including financial services, health, defense and transportation – utilizing advanced analytics to solve ridiculously interesting problems! His functional expertise includes the development of decision support solutions utilizing predictive analytics, artificial intelligence, combinatorial decision theory and optimization. One of Cenk’s particular interests is the concept of trust in analytics, specifically the accountability in algorithms that make decisions for us. Cenk has a Ph.D. in Operat ... (view full description)

Benjamin Tyszka

Managing Director
Ares Management

Mr. Tyszka joined Ares in November 2011 in the Tradable Credit Group as a Senior Analyst. Prior to joining Ares, Mr. Tyszka was a director at Indicus Advisors where he was a founding member of the structured credit team and helped to build and use the risk surveillance platform to monitor investments. Mr. Tyszka worked previously at TIAA-CREF as a director in the Risk Management group. Prior to TIAA-CREF, Mr. Tyszka worked in the municipal finance industry and as a systems engineer. Mr. Tyszka earned an M.S. in Mathematics of Finance from NYU's Courant Institute, an M.S. in Materials Science and Engineering from Michigan State University, and a B.S. in Mathematics from Michigan State Univers ... (view full description)

Amir Vardi

Managing Director, Structured Products Portfolio Manager
Credit Suisse Asset Management

Mr. Vardi is a Managing Director of CSAM, based in New York. Mr. Vardi is a Portfolio Manager for CIG,responsible for analyzing, trading, and managing structured products. In addition, Mr. Vardi runs the new issue CLO formation efforts for CIG. Mr. Vardi began his career in leveraged finance research – portfolio strategy at Credit Suisse First Boston. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program

Robert Villani

Partner
Clifford Chance US LLP

Robert Villani has extensive experience in structured capital markets with an emphasis on structured credit vehicles such as collateralized loan obligation (CLO) and collateralized debt obligation (CDO) transactions. He has also been involved in traditional and novel asset-backed and mortgaged-backed offerings as well in offerings of both traditional and novel structured credit products, investment funds and other financial instruments.

 
 

Medita Vucic

Director, Financial Institutions Relationship Management
BNY Mellon

Medita A. Vucic is a Group Manager for U.S. Financial Institutions within BNY Mellon’s Corporate Trust division. She manages a team of sales and relationship managers who provide Corporate Trust solutions to banks, hedge funds, investment managers and private equity firms across the U.S.   Prior to her current role, Medita was responsible for the U.S. Corporate and Canada Transaction Management Group. The group was responsible for reviewing, negotiating and executing transaction documents for corporate and structured finance debt. Before that, Medita held positions in Global Client Management, Treasury Services and Corporate Risk Management.   In 2009, Medita was the ... (view full description)

Timothy Walsh

Director
S&P Global Ratings

Timothy Walsh is a Director and Lead Analyst in the U.S. Structured Credit Group at S&P Global Ratings. In his current role as Lead Analyst, Timothy is a senior analyst with a primary focus on new collateralized loan obligation (CLO) issuance. Previously, Timothy served as a surveillance analyst within the Structured Credit Group, with a primary focus on cash flow, hybrid and synthetic securitizations, including collateralized debt obligations backed by broadly syndicated and middle market corporate loans, distressed debt, emerging market debt and other similar transactions. Before joining S&P Global Ratings, Timothy held positions within the structured financ ... (view full description)

Maggie Wang

Managing Director
Citi Global Markets, Inc.

Maggie Wang is a Managing Director and the Head of US CLO & CDO Strategy at Citigroup. She advises over 200 global intuitional investors on their CLO investment. With over a decade of research experience in the CLO market, Maggie aims to put out thoughtful and insightful research that focuses on relative value and fundamentals. Maggie and her team have been ranked among the top in the All-America Institutional Investor Fixed Income Research Survey since 2007. She is also ranked as the second most helpful CLO analyst in Greenwich Survey in 2015, 2016 and 2017. Prior to joining Citi in 2014, Maggie headed the US CLO & CDO research at JPMorgan. Maggie has a ... (view full description)

Edwin Wilches

Portfolio Manager
PGIM Fixed Income

Edwin Wilches, CFA, is a Vice President and portfolio manager for Prudential Fixed Income's Leveraged Finance Team. Mr. Wilches is responsible for managing and trading Prudential's investments in CLO tranches, supporting the Dryden CLO platform business development and investor relations efforts, and analyzing off-the-run alternative fixed income opportunities. Prior to assuming his current responsibilities, Mr. Wilches was a member of Prudential Fixed Income’s CDO analyst team. He was also part of Prudential Fixed Income's Business and Product Support Team, where he led the launch process for new institutional client accounts and the creation of investment ... (view full description)

Steve Wilkinson

Senior Director
S&P Global Ratings

Steve Wilkinson is a Senior Director with S&P Global Ratings in the Corporate Ratings group. As a senior member of the Leveraged Finance and Recovery Team, Steve is involved with recovery research and criteria development as well as analyzing recovery prospects for debt issued by speculative grade companies.   Before joining the recovery analytics group in 2005, Steve was a credit analyst in Standard & Poor’s Ratings Services Media and Entertainment team with primary analytical responsibility for a diverse list of media companies including movie exhibitors, English and Spanish language broadcasting companies, business-to-business media firms, and leisure companies. ... (view full description)

Thomas Wipf

Chair, Vice Chairman
ARRC, Morgan Stanley | ISG Management

Tom Wipf is Vice Chairman of Institutional Securities. In his role, Tom is responsible for assisting the President of Morgan Stanley with regulatory and other matters. Additionally, Tom leads the firm’s Global Business Continuity Management Organization, which is responsible for strategic planning and risk management for potential cyber and physical disruptions. Tom is responsible for the firm’s transition efforts to alternative reference rates to replace LIBOR. He is a member of the firm’s Securities Operating Committee, Risk Management Committee and Asset/ Liability Management Committee. Prior to being named Vice Chairman, Tom was the Global Head of the Bank Resource Management ... (view full description)

Dan Wohlberg

Director
Eagle Point Credit Management

Dan Wohlberg is a Director at Eagle Point Credit Management. He specializes in analyzing asset managers, evaluating opportunities in the primary and secondary CLO markets (with an emphasis on CLO documentation and structuring), developing Eagle Point strategic initiatives and monitoring Eagle Point’s investments. Dan has over a decade of experience investing in and advising others with respect to complex structured finance transactions and derivatives. Prior to joining Eagle Point, Dan advised a broad array of market participants in structured finance transactions and other complex financings, often in a cross-border context, as well as in connection with derivatives while at ... (view full description)

Patrick Wolfe

Director
BlackRock

Patrick Wolfe is Director of Tennenbaum Capital Partners ("TCP"), LLC. Mr. Wolfe has over 11 years of experience in structuring, issuance, and managing CLOs and other levered credit strategies. Prior to joining TCP, he was at Deutsche Bank where he specialized in structured credit. Wolfe began his career as an auditor at KSJG LLP. He earned a B.S degree in Accounting from San Diego State University.

Oliver Wriedt

Chief Executive Officer
DFG Investment Advisers

Mr. Wriedt joined DFG in 2019 as Chief Executive Officer. He is responsible for overseeing business strategy and day-to-day management of the firm, driving product development, and leading fundraising efforts. He has twenty-five years of experience in lending, structuring, portfolio management and business development. Prior to joining the firm, Mr. Wriedt spent 6 years at CIFC Asset Management, where he most recently served as Co-Chief Executive Officer. During his tenure at CIFC, he helped grow assets under management to $18 billion and diversify product offerings to include a range of alternative credit strategies. Prior to joining CIFC, Mr. Wriedt served as a Managing Directo ... (view full description)

Robert Zable

Senior Managing Director
GSO/Blackstone

Rob Zable is a Senior Managing Director with GSO Capital Partners’ Customized Credit Strategies (“CCS”) group, and Senior Portfolio Manager for GSO’s U.S. CLOs, high yield separately managed accounts, and closed-end funds. He also sits on CCS’s U.S. Syndicated Credit Investment Committee and Global Structured Credit Investment Committee. Prior to joining GSO in 2007, Mr. Zable was a Vice President at FriedbergMilstein LLC, where he was responsible for credit opportunity investments and junior capital origination and execution.  Prior to that, Mr. Zable was a Principal with Abacus Advisors Group, a boutique restructuring and distressed investment firm. Mr. Zable began his career at JP Morgan ... (view full description)

Jerry van Koolbergen

Managing Director
DBRS

Jerry van Koolbergen is the Managing Director responsible for Structured Credit at DBRS. In this role, he oversees US and European teams rating CLOs, CLO warehouses, direct origination funds, leveraged loan funds, CFOs of private equity, SME CLOs, CLNs, ABCP, trade receivables, subscription loans, special projects and surveillance. He also oversees credit estimates, ratings for SMEs and high yield middle market corporates, and new product development. Mr. van Koolbergen joined DBRS in 2008. Prior to DBRS, Mr. van Koolbergen was an Executive Director for Morgan Stanley in 2006, and a Vice President for JPMorgan from 1998-2006 responsible for CLO structuring and origination. ... (view full description)
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Event Contacts for 8th Annual Investors' Conference on CLOs and Leveraged Loans

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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.

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(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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