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Rishad Ahluwalia

Managing Director, Head of CLO Research
J.P. Morgan Securities LLC

Rishad Ahluwalia is the Head of J.P. Morgan's CLO Research. Rishad and his team have placed in the top 3 in Institutional Investor polling since 2005. In 2018, Rishad was #1 in Europe and runner-up in the U.S. His team launched the CLO market's first index (CLOIE) in 2014, now the leading benchmark for the sector. Rishad has worked in research at J.P. Morgan since 2003 and started his career in 1998 at Lehman Brothers. Rishad holds a BA from Duke University including a year at the LSE.

Douglas Armer

Managing Director, Blackstone Real Estate Debt Strategies
Blackstone Real Estate Group

Douglas N. Armer is Executive Vice President, Capital Markets of Blackstone Mortgage Trust, Inc. and a Managing Director in the Blackstone Real Estate Debt Strategies group.  Before joining Blackstone in 2012, Mr. Armer was a Managing Director at Capital Trust, Inc. whose wholly owned manager was acquired by Blackstone.  As a Managing Director at Capital Trust, Mr. Armer was responsible for the firm’s capital markets and finance activities, encompassing equity, debt and strategic transactions, as well as oversight of regulatory matters. Prior to joining Capital Trust, Inc. in 2004, Mr. Armer was responsible for developing the India-based capital markets group of Global Realty Outsourcing. Pr ... (view full description)

Vedanta Bagchi

Director, Investment Office
Commerzbank AG

Vedanta Bagchi is a Director in Commerzbank’s Investment Office investing in CLOs. Prior to this, he worked in M&A at Commerzbank and UBS in London, and in equity and convertibles research at Lehman Brothers in New York. He holds a MBA from London Business School

Lauren Basmadjian

Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit
The Carlyle Group

Lauren Basmadjian is a Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit within Carlyle’s Global Credit platform. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loan and CLO investing activities. Ms. Basmadjian joined the Carlyle Group in 2020 after 19 years at Octagon Credit Investors, where she was a Senior Portfolio Manager and member of the Investment Committee. 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. Before joining ... (view full description)

Paul Burke

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

Paul Burke is Head of Agency and 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 t ... (view full description)

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)

Leona Clague

Principal
The Carlyle Group

Leona Clague is a Principal focused on investing in structured credit products. Prior to joining Carlyle, Ms. Clague was at American Capital, serving on the investment committee for their dedicated CLO equity fund and for CLO equity investments on behalf of two publicly traded BDCs. Ms. Clague was at Callidus Capital Management, where she invested in CLO mezzanine for structured finance buckets in their CLO vehicles. She has also held several consulting roles in the structured finance space. Ms. Clague began her structured finance career at J.P. Morgan Securities as a CLO structurer.

Meredith Coffey

Executive VP of Research & Analysis
Loan Syndications Trading Association

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)

Wynne Comer

Chief Operating Officer
AGL Credit Management LP

Comer brings nearly 30 years of credit markets and leveraged loans underwriting experience to AGL. Most recently, she served as a Managing Director and Global Head of CLO Primary at Bank of America Merrill Lynch, where she led a team across New York and London and worked since 2007. Previously, she held various roles at Salomon Smith Barney and later Citigroup, where she spent 14 years and helped structure and market a variety of CDOs, securitizations and project finance transactions. Comer started her career as an analyst at Sanwa Bank in Tokyo in 1988. She is a board member of the Loan Syndication & Trading Association (LSTA).   Comer received an M.B.A. from Dartmouth Unive ... (view full description)

Patrick Daugherty

President
Glacier Lake Capital Advisors

Mr. Daugherty is responsible for developing and executing Glacier Lake’s strategic, underwriting and investment initiatives. He has over 24 years of experience in the credit markets and most recently managed over $8 billion in assets as a Partner at Highland Capital Management including levered institutional corporate loans (within over 30 CLOs), high yield corporate bonds, derivatives, and post-restructured equities. Mr. Daugherty served on Highland’s credit committee and senior executive committee and was co-head of research. He was the founder and head of the stressed, distressed, and private equity groups. He also was head of restructuring for H ... (view full description)

Lana Deharveng

Vice President
Moody’s Investors Service

Lana Lee Deharveng is a Vice President-Senior Analyst in Moody’s Investors Service’s US CLO and Structured Credit Primary Ratings team. Lana performs legal and credit risk analysis on US CLOs and other structured credit products.
Prior to joining Moody’s in 2012, Lana was assistant general counsel at a residential mortgage analytics firm. Prior to that, she practiced law at Thacher Proffit & Wood LLP in the firm’s structured finance group and at Drinker Biddle & Reath LLP in their corporate and securities group. Lana is a graduate of Barnard College, Columbia University and Tulane Law School, and is a member of both the New York and New Jersey Bars.

Ujjaval Desai

Head of Structured Products Investing/Portfolio Manager
Sound Point

Mr. Desai joined Sound Point in 2019 as Head of Structured Products Investing. Mr. Desai is a Portfolio Manager for a number of funds and additionally serves on the firm's Management Committee and is a member on most risk, investment and valuation committees at the firm. Prior to joining Sound Point, Mr. Desai was a Partner at Ares Management, where he was the Head of Global Structured Products & European Liquid Loans and served as a Portfolio Manager for over $6 billion of structured credit funds and CLOs. Prior to his six years at Ares, Mr. Desai was Co-Founder and Managing Partner of Indicus Advisors, a structured credit and leveraged finance asset manager, which was ... (view full description)

Will Farr

Senior Portfolio Manager
Gulf Street Asset Management

Will Farr previously worked at Steele Creek beginning at its inception in 2013, serving as a key member of the credit portfolio management and research team. He was instrumental in designing and implementing the firm’s credit platform.  Will managed credit exposures for industries including financial services, insurance, chemicals, energy, metals & mining and industrials.  Will’s credit portfolio included over $750MM in syndicated loan investments across 6 CLOs and other investment vehicles out of the firm’s total $3B of AUM. Prior to joining Steele Creek, Will worked for CommunityOne Bank as a portfolio manager in the Special Assets Division, evaluating non-performing loan p ... (view full description)

David Frey

Managing Director
HPS Investment Partners

Mr. Frey is a Managing Director and Portfolio Manager and head of the broadly syndicated loan and CLO business at HPS Investment Partners (formerly Highbridge Principal Strategies).  Prior to joining HPS in 2010, Mr. Frey was a Partner and Senior Portfolio Manager at Stanfield Capital Partners, where he managed over $5.2 billion of non-investment grade loans and bonds across 14 separately managed accounts and CLOs, and was a member of the firm’s management.  Prior to joining Stanfield in 2004, he was a Principal and Senior Analyst at Katonah Capital and an analyst at GoldenTree Asset Management.  From 1993 to 2001, Mr. Frey worked at Morgan Stanley, where he was a Principal ... (view full description)

Elliot Ganz

General Counsel and Chief of Staff
LSTA

Elliot Ganz is Executive Vice President and General Counsel of the LSTA His responsibilities include managing the LSTAs legal and regulatory affairs, as well as market practices and standardization initiatives. Previous to joining the LSTA, Mr. Ganz was a Vice President and Associate General Counsel at CIBC World Markets Corp. and served as Director of U.S. Banking. In that capacity he was responsible for all aspects of the loan product. He supervised Credit Portfolio Management, Credit Capital Markets, Loan Syndications and Trading, Credit Derivatives and Asset-Backed Securities. Before joining CIBC, Mr. Ganz was Assistant General Counsel at ING Baring Securities whe ... (view full description)

Anuj Gupta

President, CRE Lending
Ready Capital Corporation

Anuj L. Gupta is the President of ReadyCap Commercial, LLC ("ReadyCap"), a non-bank direct portfolio lender offering commercial real estate financing up to $25 million nationwide.   Prior to assuming the position of President at ReadyCap, Anuj led commercial real estate capital markets and new origination loan pricing for Waterfall Asset Management ("Waterfall") and ReadyCap,.  Anuj played a key role at Waterfall in strategically growing the ReadyCap lending platform and also facilitated loan originations and acquisitions that eventually sold into $1.5 billion of securitizations that he led.  Before joining Waterfall, he co-led the $5 billion U.S. Department of the Treasury spons ... (view full description)

Pratik Gupta

Head of CLO and RMBS Strategy
Bank of America

Pratik Gupta is a Director and head of CLO and RMBS Strategy. Gupta and his team are responsible for covering trends in mortgage credit and its securitized market in the US and publishing their views on relative-value across sub-sectors and focal risk points for investors, as well as highlighting issues around governing documents and ongoing court cases. Gupta is also responsible for covering the CLO market, focusing on underlying CLO manager behavior, trends in the underlying leveraged loan asset class, relative value and performance trends. Regular research publications include Non-Agency Alert, Non-Agency MBS Weekly, CLO Alert, and CLO ... (view full description)

Joe Guzzi

Head of CLO Trading
Jefferies LLC

Joe Guzzi is the Head of CLO Trading at Jefferies LLC.  Prior to joining Jefferies, Joe was head CLO trader at Amherst Pierpont Securities and before that, ran CLO and ILS trading at Guggenheim Securities.  Joe began his sales and trading career on the structured credit sales desk at Lehman Brothers.  Prior to working in finance, Joe was an engineer at Raytheon Co, where he designed radar and defense systems.  Joe holds a BS in mechanical engineering from Tufts University and an MBA from Cornell University.

Eric Hudson

Senior Managing Director
Kroll Bond Rating Agency

Eric Hudson is a Senior Managing Director at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions. Eric joined KBRA after 11 years at Standard & Poor’s (now 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 assignin ... (view full description)

Ronnie Jaber

Head of Structured Credit / Portfolio Manager
Onex

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

Seth Katzenstein

Head of US Loans & High Yield
Intermediate Capital Group

Mr. Katzenstein joined ICG in 2013 and is Head of US Loans & High Yield. Prior to joining ICG, Mr. Katzenstein worked for Black Diamond Capital Management where he was a Managing Director and Portfolio Manager. Before joining Black Diamond Capital Management in 2011, Mr. Katzenstein was a Senior Managing Director and Portfolio Manager in the US Leveraged Loan Group at GSC Group. Prior to joining GSC Group in 1998, Mr. Katzenstein began his career in investment banking at Salomon Smith Barney Inc. Mr. Katzenstein holds a BBA from the Stephen M. Ross School of Business at the University of Michigan, where he graduated with high distinction.
 

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)

Gretchen Lam

Senior Portfolio Manager
Octagon Credit Investors

Ms. Lam is a member of Octagon’s Investment Committee and serves as a Portfolio Manager across CLOs, Separately Managed Accounts and Commingled Funds.  Ms. Lam oversees the Firm’s Structured Credit (CLO debt & equity) investment strategies. Ms. Lam is also the Co-Chair of Octagon & Conning’s Global DEI (diversity, equity & inclusion) Council and a member of the Firm’s ESG (environmental, social, and corporate governance) Committee. 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 re ... (view full description)

Lauren Law

Portfolio Manager
Octagon Credit Investors

Ms. Law is a member of Octagon’s Investment Committee and serves as a Portfolio Manager across CLOs, Separately Managed Accounts and Commingled Funds.  Ms. Law joined Octagon in 2004.  In addition, she helps oversee the Firm’s Structured Credit (CLO debt and equity) investment strategies.  Prior to becoming a Portfolio Manager, Ms. Law was an Investment Team Principal whose coverage areas included healthcare, industrials, financials, business services, and the Firm’s CLO debt and equity investments.  She holds a Bachelor of Science from Babson College, where she graduated Magna Cum Laude.  She received her CFA Charter in 2009. ... (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.

Lakshya Madhok

Director and Portfolio Manager
Bain Capital Credit

Prakash Mahtani

Director
PriceWaterhouseCoopers

Prakash is a Director in PwC’s Financial Markets practice with over 16 years of experience specializing in financial risk management and complex structured product and derivative valuation. His experience has provided for extensive exposure to valuation methodologies and fair value considerations among major market participants. Prakash is a founding member of PwC’s global Reference Rate Reform working group, bringing together the firm’s insights working with clients across the network with respect to IBOR and Reference Rate Reform programs. He is currently assisting a number of financial services institutions in their LIBOR transition efforts including executing business unit im ... (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. Tom serves as the Chief Executive Officer of Eagle Point Credit Company (NYSE: ECC) and Chairman and Chief Executive Officer of Eagle Point Income Company (NYSE: EIC).  Tom is also a director of Marble Point Loan Financing Ltd. (LSE: MPLF).   Prior to founding Eagle Point with ... (view full description)

Matthew Matson

Executive Director
Mizuho Americas

Secondary Trading of Collateralized Loan Obligations Mizuho Americas. Matthew Matson is Executive Director focusing on secondary trading of Collateralized Loan Obligations (CLO) for Mizuho Americas. In this role, he has consistently run one of the most active CLO trading books in the market. He is based out of New York. Prior to joining Mizuho, Matthew was a market maker across the CLO capital structure with additional responsibilities trading Asset Backed Securities Collateralized Debt Obligations (CDOs) and Trust Preferred Securities CDOs. Matthew is a regular speaker at industry conferences and holds a degree from the University of Florida with majors in Finance an ... (view full description)

Kristina Matthews

Managing Director
Brightwood Capital Advisors, LLC

Kristina Matthews is a Managing Director, Head of Investor Relations and ESG, at Brightwood Capital Advisors. She is primarily focused on business development and fundraising strategy as well as the firm’s ESG initiatives while overseeing the Investor Relations team. Her engagement originally commenced in February 2014 in a Consulting role and led to Ms. Matthews joining Brightwood full time in May 2018. Previously, she founded Rising Tide Fund Advisors LLC, in June 2012, an entity providing consulting services to GPs as well as serving in the capacity of outsourced Investor Relations and providing fund placement services for a group of private equity and private credit funds. Sh ... (view full description)

Deryk Meherik

Senior Vice President/Manager, CRE CLO Ratings
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. Prior ... (view full description)

Michelle Meyer

Head of U.S. Economics
BofA Global Research

Michelle Meyer is a managing director and head of U.S. Economics at BofA Global Research. Based in New York, she provides timely analysis of economic data and Federal Reserve policy announcements to the sales force and traders. She is responsible for providing the firm’s U.S. economic forecasts, including the outlook for GDP, inflation and Federal Reserve policy. Meyer’s broad research interest include macroeconomics, public policy and the housing market. Prior to joining BofA Securities, the institutional broker dealer business of Bank of America, in May 2010, Meyer was a senior U.S. economist at Barclays Capital. She started her career on the U.S. economics team at Lehman Broth ... (view full description)

Dagmara Michalczuk

Principal and Portfolio Manager
Tetragon Financial Group

Dagmara Michalczuk is a Principal and Portfolio Manager of Tetragon Credit Partners. 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 M.B.A. degree from The Wharton School of the University of Pennsylvania and a B.S. degree in Industrial and Labor Relations from Cornell University. She is based in New York.

Derek Miller

Managing Director
Fitch Ratings

Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ratings, maintains the accuracy of existing ratings, performs CLO asset manager assessments, and publishes research on transaction characteristics and performance.Prior to this position Derek had oversight of new issue ratings for U.S. CLOs and assessments of U.S. CLO as ... (view full description)

Pramit Mukherjee

Senior Investment Manager
Legal & General America

Pramit Mukherjee is a Senior Investment Manager at Legal and General America, managing their US PRT and Protection portfolios. He leads in-depth research on new asset classes, engaging with prospective investment managers, as well as analyzing and recommending new investment strategies. Previously, he was a Senior Analyst and Portfolio Manager at Converge Re, the reinsurance business of Lightstone Group, where he led investment evaluation, due diligence, and portfolio management. He focuses on alternative credit and real estate investments for insurance portfolios in a capital efficient manner. Prior to Lightstone, he was an analyst and strategist at Goldman Sachs leading thematic equity res ... (view full description)

Rebecca Mun

Director & Lead Analyst Structured Finance Ratings
S&P Global Ratings

Rebecca Mun is Director and Lead Analyst in the European Structured Finance team. Based in London, she is currently responsible for the assignment and surveillance of credit ratings to structured credit products across EMEA, as well as contributing to related criteria, research, and analytical development processes.  Since joining S&P Global Ratings at the end of 2006, she has worked across a variety of asset classes, including Residential Mortgage-Backed Securities (RMBS), Synthetic and Cashflow CDOs (CDOs), and Corporate Securitization transactions. Rebecca has been a CFA Charterholder since 2010. She also holds a BSc in Economics and an MSc in Econometrics & ... (view full description)

Ramki Muthukrishnan

Senior Director and Head of Leveraged Finance
S&P Global Ratings

Ramki heads the US Corporate Leverage Finance team for S&P ratings. Ramki leads and directs all efforts in the US leverage finance analytics, research and commentary, recovery analytics and credit estimates. Ramki has over 18 years of experience in corporate and structured finance ratings. Prior to his current role, he headed the surveillance function for US CLO and the US RMBS functions. Before joining Standard & Poor’s, Ramki worked at Syntel Inc., a Michigan-based technology consulting company and prior to that, at Motorola, India.  Ramki holds a Bachelor of Commerce degree from Madras University, a master’s from Xavier Institute of Management, Jamshedpur and an MBA from Yal ... (view full description)

Alina Pak

Senior Director, NA Structured Credit
Fitch Ratings

Alina Pak, CFA, is a senior director with Fitch Ratings Structured Credit team, responsible for managing CLO and TruPS CDO surveillance and CLO manager operational assessment.Alina joined Fitch Ratings in 2005, after serving as a senior investment analyst at Cardinal Investment Advisors where she was developing asset allocation policy for insurance companies and monitoring clients’ portfolio performance. Prior to that Alina worked as a finance manager at Diners Club International, conducting on-site reviews of the international card issuers. She began her career at Arthur Andersen where she worked on audi ... (view full description)

Sonal Patel

Structured Finance/Capital Markets
Citibank, N.A.

Sonal Patel joined Citi in 2021.  She is responsible for the Capital Markets business development team and segment within Agency & Trust.  She will lead engagement and coverage execution across product/market segments for revenue growth across Structured Finance and Capital Markets.  She has a wealth of capital markets, insurance and fund services experience and is a key thought leader within the industry with a strong view on evolving client and market needs. Sonal has more than 20+ years of leadership and cross functional management expertise.  She is known for delivering sustainable results in revenue growth, operating efficiency and improved profit performance.  Sonal has ... (view full description)

Richard Peterson

Senior Product Manager
Virtus from FIS

Richard Peterson is the Product Head responsible for Data and Analytics products and initiatives at Virtus from FIS. Richard joined Virtus from FIS in 2019 with over 18 years experience in the financial services industry, including various roles in ABS sales, deal origination and strategy. Prior to joining Virtus, Richard was a subject matter expert for the structured product sales team at Moody’s Analytics. He has also held positions in structured finance investment banking at JPMorgan, Guggenheim and Citigroup. Richard holds an MBA from the University of Chicago in Finance and Economics and a BBA from Emory University in Finance and Management.
 

David Preston

Head of Structured Credit Research
AGL Credit

David Preston, CFA, is the head of Structured Credit Research at AGL Credit, and has almost 20 years of experience in securitization and structured credit.   Prior to joining AGL, Preston was head of ABS & CLO research at Wells Fargo Securities, leading a client facing research group covering U.S. and European CLOs, Middle Market CLOs, and Asset Backed Securities (ABS). The Wells Fargo CLO Research team was ranked #1 in Institutional Investor’s All-America Fixed-Income Research survey in every year from 2013 to 2020.   Wells Fargo CLO research was also ranked #1 Most Helpful CLO Team in every year from 2015 to 2020 by Greenwich Associates Fixed Income Invest ... (view full description)

Eric Reilly

Partner
Mayer Brown LLP

Eric Reilly, a partner in Mayer Brown's Banking & Finance practice, focuses on structured finance and real estate finance matters. Eric regularly represents borrowers and lenders in commercial, multifamily and residential mortgage warehouse facilities, including facilities structured to finance nonperforming loans, non-QM loans, reverse mortgage loans and home equity loans. He has been described by The Legal 500 as having “an excellent knowledge of the warehouse finance space for both commercial and residential mortgages.” Eric also regularly represents financial institutions and finance companies in the securitization of mortgage loans and other real estate assets, ... (view full description)

Rick Richert

Portfolio Manager
Sound Point Capital Management

Andrew Ross

Senior Director, Investment Risk and Structured Products
Pacific Asset Management

Andrew Ross is a Senior Director, Head of Investment Risk Management, and a member of the structured products investment team for Pacific Asset Management. Prior to joining Pacific Asset Management in 2018, Andy spent seven years at PAAMCO, where he served as a portfolio manager on the firm’s hedge fund and fixed income offerings, was a member of the firm’s Portfolio Construction Group, and covered investments in structured credit. Prior to this, he worked at IndyMac Bank (now part of CIT), with responsibilities in analyzing balance sheet credit risk, trading, and loan portfolio management. Andy has more than 14 years of inves ... (view full description)

Ann Rutledge

Chief Executive Officer, Board Member
Creditspectrum Corp; FIIN

Ann Rutledge is a founding principal of the 20-year-old credit ratings/advisory firm CreditSpectrum Corp. and noted subject-matter expert in these topics: capital market developments of the late 20th Century, financial system development in China since the Third Plenum/11th Central Committee (1978), and ABS structuring, credit and damages analysis, valuation and revaluation.   Widely recognized for her ability to explain complex concepts simply, Rutledge testified before the U.S. Senate on The State of the Securitization Markets and was quoted in the U.S. Financial Crisis Inquiry Commission Finan ... (view full description)

Allison Salas

Director, CLOs
DWS Investment 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.

Peter Sallerson

Senior Director
Moody's Analytics

Mr. Sallerson focuses on the CLO market at Moody’s Analytics via the further development of the Structured Finance Portal and related research.  Mr. Sallerson began his finance career in the Corporate Finance Department at Nomura Securities where he executed numerous debt, equity and derivative transactions as well as a variety of domestic and international structured financings.  At Bear Stearns for 14 years, Mr. Sallerson structured transactions for a variety of collateral types with an emphasis beginning in 1995 on CLOs and CSOs.  He was a founding member of the CLO group at Bear.  Subsequent to Bear, he ran Mitsubishi UFJ Securities (USA)’s CLO effort and advising its parent (BTMU) on it ... (view full description)

Chris Saltaformaggio

Senior Director
New York Life Investors

Mr. Saltaformaggio is a Senior Director in the Structured Products Group at NYL Investors and is responsible for CLO tranche investing across multiple strategies. 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. Before joining KopenTech, Anthony spent several years focusing on finTech solutions for private debt lenders and CLO managers/investors. Prior to his work in finTech, Anthony had senior roles at Guggenheim Partners, Wells Fargo, Morgan Stanley and Goldman Sachs. Anthony earned an MBA from the UCLA Anderson School of Management and a Mechanical Engineering degree from UCLA, where he was also a 4-year letterman in football.

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

Partner
Napier Park Global Capital

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

Sengal Selassie

CEO and Founder
Brightwood Capital Advisors, LLC

Sengal Selassie is the CEO and Founder of Brightwood. Mr. Selassie has been involved in all phases of the firm’s development since its founding in 2010. He is a member of the Executive Committee and serves on the Investment Committee of all Brightwood Managed Funds. Mr. Selassie currently participates on the boards of many of Brightwood’s portfolio companies and has managed capital for hundreds of limited partners, including a number of prominent public, private and corporate pension plans, endowments, family offices, and high net worth individuals.  Prior to forming Brightwood, Mr. Selassie led Cowen Capital Partners, L ... (view full description)

Daniel Slotkin

Head of the CLO Management Business
Napier Park Global Capital

Daniel Slotkin is the head of the CLO management business at Napier Park Global Capital (“Napier Park”) and is a Founding Partner and Management Committee Member of Napier Park.  Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors, in February 2013. Daniel Slotkin joined Citi in 1991 and prior to joining CCA’s Leveraged Loan Investments team in 1998, Daniel worked in the Airlines Asset Distribution Department, Capital Markets Origination, Leveraged Loan Structuring and in the Relationship Management areas of Citi’s corporate bank. During his tenure in Leveraged Loan Investments, Daniel has led bank loan trading, portfolio strategy, loan workouts and also ... (view full description)

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 Americas

Jim Stehli is Head of the CLO Group at Mizuho Securities USA. Jim is also Head of Securitized Products Trading overseeing MBS, RMBS, ACMBS, ABS and CLO trading. 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. Prior to that, he served as Global Head of the CDO/CLO business at UBS from 2005 through 2007, after having run the bank’s ABS CDO group since 2001. Jim has also held roles as a member of the UBS Investment Bank Board and as Vice Chairman of the Bond Market Association’s CDO ... (view full description)

Daniel Strachman

Co-Founder
IMDDA

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)

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.

 
 

Neil Weidner

Partner
Cadwalader, Wickersham & Taft LLP

Neil Weidner’s practice is concentrated in the areas of securitization, structured finance, and derivative financial products. Neil represents underwriters, issuers, institutional investors, collateral managers, and sponsors in a wide range of matters involving the securitization or re-packaging of traditional and non-traditional assets. Neil has extensive experience using cash flow, market value, and hybrid structures, and is recognized as a leading practitioner in the CLO 2.0 market.In addition, Neil represents issuers, sponsors, derivatives dealers, and end users in a broad range of matters, including structured swaps, total return instruments, ... (view full description)

Edwin Wilches

Portfolio Manager
PGIM Fixed Income

Edwin Wilches, CFA, is a Principal and Portfolio Manager for PGIM Fixed Income's U.S. Bank Loan and Structured Products Teams.  Mr. Wilches is responsible for managing and trading the Firm's investments in CLO tranches, supporting the Dryden CLO platform's 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 PGIM Fixed Income’s CDO analyst team. Earlier, he was a member of PGIM Fixed Income's Business and Product Support Team, where he led the launch process for new institutional client accounts an ... (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)

Joy Wiltermuth

Senior Reporter
MarketWatch

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)

Jared Worman

Portfolio Manager
Brigade Capital Management, LLC

Mr. Worman is the CLO Portfolio Manager. Prior to joining Brigade, Mr. Worman worked as a Senior Analyst at Greywolf Capital, LLC where he focused on distressed and event-driven opportunities across the capital structure. At Greywolf, Mr. Worman spent the majority of his time focused on investment opportunities in autos, industrials, and telecom. Prior to his tenure at Greywolf, Mr. Worman was an Associate in the Healthcare Group at Madison Dearborn, where he primarily focused on leveraged buyout transactions across the healthcare services sector. Mr. Worman received a BBA from the Roberto C. Goizueta Business School at Emory University and an MBA from the University of Pennsylvania’s Wharto ... (view full description)

David Zervos

Chief Market Strategist
Jefferies LLC

David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Leucadia Asset Management, LLC (“LAM”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A ... (view full description)
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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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