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Jeff Baevsky

Executive Managing Director

Mr. Baevsky is an Executive Managing Director at Greystone responsible for the firm’s project finance efforts, fostering banking relationships and managing loan syndication and capital market activities.  Prior to joining Greystone, Mr. Baevsky served as Head of Capital Markets at Gramercy Capital Corp. from 2007 to 2014, where he was responsible for arranging corporate and project debt and leading secondary loan trading activities.  Over his career, he has advised on and completed mortgage-based credit facilities, mezzanine finance, off-balance sheet acquisition and asset development programs, and both public and private debt and equity capital placements.  Previously, Mr. Baevsky served as ... (view full description)

Michael Barbieri

Vice President
Goldman Sachs

Michael is a senior Vice President on the CMBS securitization team in the Real Estate Finance Group. He joined Goldman Sachs as an analyst in 2006 and has been a member of the Real Estate Finance Group since 2011. He currently heads up the group’s CRE CLO and Agency CMBS efforts and has worked on over 100 CMBS deals across Conduit, SASB, Agency and CRE CLOs. Prior to joining Goldman Sachs, Michael worked at Ernst & Young in their Structured Finance Advisory practice focused on CMBS. Michael graduated from the University of Michigan with a Bachelors of Business Administration.

Steve Baumgartner

Chief Innovation Officer
Trepp, LLC

Steve Baumgartner, Chief Innovation Officer of Trepp, is an industry expert in fixed income with over 14 years of experience specializing largely in commercial mortgage backed securities. In his current role, Mr. Baumgartner leads the firm’s product strategy and innovation as the head of the Product Management and Software Development departments. He is responsible for oversight of an extensive suite of software products that serves the CMBS, commercial real estate, and bank sectors. Having previously been the lead CMBS strategist for Trepp, Mr. Baumgartner directed strategic business and product development plans that ensured Trepp’s CMBS product suite maintained ... (view full description)

Roger Boone

Shelter Growth Capital Partners

Mr. Boone is responsible for all commercial real estate lending and credit functions at SG Capital. Duties at SG Capital Partners include sourcing and originating commercial real estate loans as well as CMBS credit evaluation.  Since joining SG Capital, Mr. Boone has overseen the origination over $2.5 billion of commercial real estate debt investments.  Prior to joining SGCP, Mr. Boone originated CMBS loans for Freedom Mortgage.  Before Freedom, Mr. Boone founded Gig Capital LLC, a commercial real estate investment and advisory firm.  Prior to Gig Capital LLC, Mr. Boone spent twelve years at Goldman, Sachs & Co., and served as Co-Head of Goldman Sachs Commercial Mortgag ... (view full description)

Jim Chung

Partner & Chief Investment Officer
Bridge Investment Group

Mr. Chung is a member of the Investment Committee of the General Partner and serves as Chief Investment Officer for Bridge Debt Strategies Fund Manager LLC. He has more than 20 years of experience in real estate, securitization and financial services. He was a Managing Director at Morgan Stanley where he worked from 2000 to 2013. From 2004 to July 2013, Mr. Chung was the head of the Commercial Real Estate Loan Desk within the Fixed Income Division, where he had direct oversight of the pricing, hedging, structuring and securitization of the commercial real estate loan portfolio. During his tenure at Morgan Stanley, Mr. Chung was a voting member of both the global large loan credit ... (view full description)

Cathy Cunningham

Finance Editor
Commercial Observer

Cathy Cunningham is the finance editor for the Commercial Observer. Since 2016 she has been responsible for leading the publication’s commercial real estate finance coverage, which spans debt and equity investments nationwide. Originally from Scotland, Cathy began her professional career as a CMBS reporter for Institutional Investor in New York in 2005. Post crisis, she was a mortgage analyst at Bank of Scotland before moving to CREMAC Asset Management, where she was involved in the acquisition of commercial real estate whole loans and CMBS.

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)

Michael Flood

Senior Vice President, Commercial/Multifamily Policy and Member Engagement
Mortgage Bankers Association

Michael P. Flood is Senior Vice President of Commercial/Multifamily Policy and Member Engagement at the Mortgage Bankers Association (MBA). In this role, he is responsible for leading public policy and member engagement across all commercial real estate finance sectors including mortgage banking companies, bank portfolio lenders, life insurance companies, multifamily-focused lending institutions, affordable housing lenders, commercial mortgage-backed securities issuers, and investment management firms.  Mike joins MBA from the CRE Finance Council (CREFC), where he was Deputy Executive Director and head of the Washington, D.C., office. Prior to that, he served as the organization' ... (view full description)

Abbe Franchot Borok

Head of US Debt

Abbe Franchot is a Managing Director and Head of Originations for the Commercial Real Estate (CRE) Lending business at Amherst Capital Management.  In this role, Abbe is responsible for the origination of mortgage debt on all types of commercial real estate assets.  Prior to joining Amherst Capital, Abbe was a senior member of the CRE Lending team at CapitalSource, the national lending division of Pacific Western Bank. Abbe has broad experience in sourcing and underwriting commercial real estate debt, with a focus on interim senior loans backing transitional or value add business plans. Prior to CapitalSource, Abbe held various positions in marketing and brand management.  ... (view full description)

Tim Geraghty

MD, Head of Capital Markets
Waterfall Asset Management

  • Tim is responsible for all debt capital raising (including securitization issuance, corporate issuance and warehouse financing) for Waterfall’s externally managed funds
  • Prior to Waterfall
    • At Deutsche Bank Securities Inc. Vice President in Structured Credit Group (lending, securitization issuance) with focus on residential and commercial mortgage assets
    • At Deutsche Bank Securities Inc. Associate in Conduit Finance Group
    • B.B.A. in Finance from Loyola University in Maryland

Matthew Heslin

Managing Director
BrightSpire Capital

Matthew Heslin joined a predecessor of BrightSpire Capital in 2014, he is responsible for the financing of real estate investments in the United States and leads the debt capital markets team. He focuses on CRE CLO structuring, issuance and ongoing management in addition to the other financing strategies for real estate investments at BrightSpire. He has structured and managed multiple CRE CLOs for BrightSpire and its predecessor companies. Prior to joining BrightSpire, Mr. Heslin worked in the CRE CLO and CMBS new issuance groups at Moody’s Investors Service; he previously worked at RAIT Financial Trust and ZAIS Group focusing on the management and modeling of structured products including ... (view full description)

Richard D. Jones

Dechert LLP

Richard D. Jones, chair of Decherts Finance and Real Estate group, focuses his practice on capital markets and mortgage finance. Mr. Jones has been described as one of the savviest capital markets/mortgage finance lawyers in Americas real estate sector by The Legal 500 and has been consistently ranked as a leading lawyer by both The Legal 500 and Chambers USA. In addition, he is listed as a leader in Real Estate Law in the 2011 and 2012 U.S. News Best Lawyers survey and was named a 2011 MVP by Law360 for his work staying one step ahead of the changes in the industry.Mr. Jones received the CREFC Founders Award for his leadership. He has also received the Distinguished Service A ... (view full description)

Matthew Jordan


Matt Jordan focuses his practice on commercial and asset-based lending transactions, securitization and other structured finance transactions, commercial loan enforcement, and other related transactions.   Mr. Jordan’s experiences with corporate law contribute to his broader understanding of the many sophisticated issues that arise in his daily practice.    Mr. Jordan represents: Commercial mortgage loan issuers, sellers, operating advisers, asset representation reviewers, servicers, and b-piece buyers in commercial mortgage backed securitization transactions; Loan sellers in whole loan sales transactions; Loan servicers in interim servicing relationsh ... (view full description)

Lauren Kerr

Director of Programming

Gene Kilgore

Executive Vice President of Structured Securitization
Arbor Realty Trust, Inc.

Gene Kilgore joined Arbor in October 2004 and is responsible for overseeing the development, marketing and implementation of debt structures for the capital markets. He has a unique and strategic expertise and brings a wealth of professional experience from his work in the structured finance and real estate industries. Prior to joining Arbor, Mr. Kilgore was a portfolio manager at ZAIS Group LLC with a CDO and real estate focus. Previously, he structured CDOs as a director in the risk finance group at Barclays Capital; rated CDOs and CMBS as a director with Standard & Poor’s; and served as a vice president at Wachovia Bank with positions in commercial real estate and corporate lending. ... (view full description)

Libby Kislak

Managing Director
Blackstone Real Estate Debt Strategies

Libby Kislak is a Managing Director in the Blackstone Real Estate Debt Strategies group.

Prior to joining Blackstone, Ms. Kislak was a Vice President at Goldman, Sachs & Co. While at Goldman, Sachs, she focused primarily on the pricing, structuring, and distribution of commercial real estate loans and securities.

Ms. Kislak graduated from the University of Pennsylvania’s Huntsman Program with a BS in Economics from the Wharton School and a BA in International Studies from the College of Arts and Sciences.

Steven T. Kolyer

Sidley Austin LLP

STEVEN T. 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, real estate and infrastructure 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 ... (view full description)

Matt Lyons

Clifford Chance US LLP

Matt is a partner in the Structured Capital Markets Group of Clifford Chance. His practice involves all aspects of the securitization of commercial real estate assets, with a primary focus on commercial real estate collateralized loan obligation transactions, net-lease securitizations, commercial mortgage-backed securitizations (including multi-seller conduit, floating rate, single borrower and small balance transactions), single family rental securitizations (including both single borrower and multi-borrower deals) and resecuritizations. Matt regularly represents the main participants in public and private commercial real estate ... (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)

Simon Miller

Portfolio Manager, CMBS/ CRE
DoubleLine Capital

Mr. Miller joined DoubleLine in 2014. He is a Portfolio Manager responsible for the DoubleLine commercial real estate loan platform and participates in the CRE New Investment Review Group. Prior to DoubleLine he worked at Torchlight Investors investing in subordinate commercial real estate debt and restructured distressed debt.  Previous to that, he worked at GE Capital Real Estate and JER Partners in CRE loan origination and credit roles. Mr. Miller graduated from Tulane University with a BS in Management with a concentration in Finance and from New York University with a MS in Real Estate with a concentration in Finance.

Raul Orozco

Managing Director

Raul Orozco is head of the Primary CMBS desk, managing new issue syndication and Citi’s commercial mortgage risk exposure.  Mr. Orozco oversees loan pricing and hedging and is a member of the firm’s Commercial Real Estate Credit Committee. Prior to joining Citi in 2006 Mr. Orozco worked on the new issue subprime mortgage desk at Barclays Capital.
Mr. Orozco hold a Bachelor of Science in Economics from Miami University and a Master of Science in International Economics and Finance from Brandeis University

Lea Overby

Head of CMBS Research
Wells Fargo Securities

Lea Overby is managing director of structured finance research for Morningstar Credit Ratings, LLC. She is responsible for increasing Morningstar’s thought leadership presence across the structured finance community through publishing market driven research, holding investor meetings, and representing the firm in various industry groups. In addition, she serves as a knowledge base for the investor community, as well as for issuers and arrangers, and she works closely with Morningstar’s leaders to support various ratings activities and business initiatives.    Overby has more than 15 years of experience in structured finance as both an investor and ... (view full description)

Wendy Pei

Managing Director
Ellington Management Group

Wendy Pei joined Ellington Management Group in 2009 and is Managing Director, Head of Commercial Real Estate Credit. Ms. Pei is responsible for sourcing, underwriting and due diligence of CMBS B-piece investments and CMBS credit evaluation of the portfolio. She trades new issue and legacy CMBS, SASB, CRE CLOs as well as CMBX and other derivative products. Prior to joining Ellington, Ms. Pei worked at Lehman Brothers from 1999-2008. From 2002 to 2008, she was Vice President CMBS Credit Analyst responsible for CMBS and CRE CDO secondary credit analysis for the trading desk. Prior to 2002, she was a securitization banking analyst. She was instrumental in building the Lehman Brothers ... (view full description)

Manish Rajguru

Portfolio Manager - CMBS
OFS Capital Management

Manish Rajguru is responsible for developing and implementing investment strategies for Lord Abbett’s taxable fixed-income investment products. Mr. Rajguru began his career at Lord Abbett in 2014 as a Portfolio Manager for the firm’s taxable fixed-income strategies. Prior to joining the firm, he was a CMBS Portfolio Manager at Guggenheim Partners Investment Management (2012-13); Head of Commercial Real Estate Valuations at Houlihan Lokey/Red Pine Advisors (2009-2012); a CMBS Portfolio Manager at UBS; CMBS Research Analyst at Credit Suisse (2004-08); and worked on CMBS Securitization/Surveillance groups at Lehman Brothers (1997-2004). He has been in the financial services industry ... (view full description)

Stephen Rosenberg

Founder, President & Chief Executive Officer

As CEO, Stephen is responsible for the vision and culture of the organization, overseeing new initiatives and supporting those responsible for the daily management of corporate matters. Stephen founded Greystone in 1988 as an independent investment banking firm and has since developed it into a mature real estate lending, investment and advisory firm with a national reputation. Stephen leads Greystone as it successfully distinguishes itself in its creative approach and drive to provide innovative and unique solutions for its clients. Today, Greystone ranks as the #1 HUD len ... (view full description)

Jeffrey Rotblat

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)

Jason Ruckman

Brookfield Asset Management

Avinash Sharma

Managing Director, Head of Primary CMBS Trading in North America
J.P. Morgan

Mr. Sharma heads the CMBS Primary Loan Trading desk and his responsibilities include overseeing loan pricing & hedging, mezzanine loans and sub-debt pricing and distribution, structuring and distribution of all new issue CMBS, CRE CLO’s and other CRE backed transactions executed in both a principal and agented capacity. Mr. Sharma manages the firm’s relationships with a wide variety of investor clients. Mr. Sharma joined J.P. Morgan in the 2007. Prior to that he was in the CMBS/CRE group at Bloomberg L.P.  Mr. Sharma has an undergraduate degree in Materials Science and Engineering from The Indian Institute of Technology, Bombay and a Masters ... (view full description)

Kunal Singh

Managing Director
J.P. Morgan

Kunal Singh is a Managing Director and Head of CMBS Capital Markets in North America. Mr. Singh’s responsibilities include overseeing all aspects of the securitization of new issue conduit, floating rate and SASB CMBS, CRE CLO’s and other CRE backed transactions executed in both a principal and agented capacity. Additionally, Mr. Singh manages the firm’s relationships with third party issuer clients including the FHLMC, REITs and specialty finance issuers and advises them on a wide range of capital markets transactions.   Prior to joining J.P. Morgan in 2004, Mr. Singh was a new issue CMBS analyst at Moody's Investors Service. Mr. Singh is a graduate ... (view full description)

Shannon Stotts

Managing Director
Island Capital Group

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)

Harris Trifon

Managing Director, Portfolio Manager
Lord Abbett

Harris Trifon is responsible for contributing to the management for the firm’s taxable-fixed income strategies with a focus on real estate debt. Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000. Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on ... (view full description)

Eno Usoro

Senior Associate
Sidley Austin LLP

ENO USORO focuses her practice on securitization, with a particular emphasis on public and private commercial mortgage backed securitizations (CMBS) and commercial real estate collateralized loan obligations (CRE CLOs). Eno has advised multiple issuers, underwriters and loan sellers in conduit and single-asset single-borrower CMBS transactions. In connection with CRE CLOs, Eno has also advised sponsors, issuers, collateral managers and special servicers with respect to both managed and static CRE CLOs. Eno also represents lenders in connection with pari passu and A/B mortgage loan intercreditor and participation agreements, and purchasers and sellers of commercial mortgage loans. ... (view full description)

Dan Vetter

Co-Founder & Chief Investment Officer
M360 Advisors

Mr. Vetter is Co-founder and Chief Investment Officer of Money360, Inc.—a direct lending platform specializing in commercial real estate loans. Mr. Vetter is also Co-founder and President of M360 Advisors, LLC—an investment management company that manages fixed income alternative investment vehicles for institutional and accredited retail investors. Mr. Vetter’s responsibilities encompass capital markets, fundraising, portfolio management and institutional investor relations. Prior to joining Money360, Mr. Vetter worked for PIMCO, the largest bond manager in the world at that time with $2 trillion of assets under management. Mr. Vetter oversaw $15 billion in managed assets across a wid ... (view full description)

Scott Waynebern

Limekiln Real Estate Advisors

Prior to founding Limekiln Real Estate, Mr. Waynebern founded and was Head of Benefit Street Partners/Providence Equity's CRE debt platform (“BSP”). BSP's CRE debt platform grew from $0 to $2B AUM during his tenure. Scott's team originated over $3B of loans in 200+ transactions in less than three years. He also controlled $5B of loans through its Multifamily B-piece portfolio.  Mr. Waynebern and his team also led the restructuring and return to the capital markets of RFT, a distressed commercial mortgage REIT, and rebranded it BSPRT.  At BSP, Scott led his team of 43 dedicated employees through 17 CRE debt securitizations (1 CLO, 2 Freddie Mac multifamily re-securitzations and 14 CMBS condui ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for 2nd Annual Investors' Conference on CRE CLOs


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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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