Cadwalader, Wickersham & Taft is proud of 225 years of service to many of the world’s most prestigious institutions. With more than 350 attorneys in our offices in New York, London, Charlotte, Washington and Brussels, the firm offers clients innovative solutions to legal and financial issues in a wide range of areas. Cadwalader’s securitisation and structured finance team is an acknowledged legal industry leader in the creation and structuring of securitisations, derivatives, synthetic securiti
Cadwalader, Wickersham & Taft is proud of 225 years of service to many of the world’s most prestigious institutions. With more than 350 attorneys in our offices in New York, London, Charlotte, Washington and Brussels, the firm offers clients innovative solutions to legal and financial issues in a wide range of areas. Cadwalader’s securitisation and structured finance team is an acknowledged legal industry leader in the creation and structuring of securitisations, derivatives, synthetic securities, and other structured finance products. We have ranked at the top in issuer and underwriter representations—both in the number of deals closed and the total dollar amount of these deals—for the 18th consecutive year. In addition to our ABS experience, Cadwalader is recognised as a top-tier provider of legal services for the global CLO market. To date, we have assisted our clients in nearly 300 CLO transactions. Cadwalader is the go-to firm for the market.
Sidley’s CLO team, as part of our firm’s Global Finance group, is a market leader in the structuring, establishment, maintenance, refinancing and re-setting of CLOs. Our experts in structured finance, structured credit products and structured funds are at the forefront of today’s CLO 2.0/3.0 markets. Sidley provides multi-practice teams of lawyers who are among the most experienced practitioners in their fields. To mitigate a changing business and regulatory environment, we provide seasoned and
Sidley’s CLO team, as part of our firm’s Global Finance group, is a market leader in the structuring, establishment, maintenance, refinancing and re-setting of CLOs. Our experts in structured finance, structured credit products and structured funds are at the forefront of today’s CLO 2.0/3.0 markets. Sidley provides multi-practice teams of lawyers who are among the most experienced practitioners in their fields. To mitigate a changing business and regulatory environment, we provide seasoned and experienced professionals that provide prompt, efficient and cost-effective service.
Our CLO experience includes arbitrage and balance sheet CLO transactions involving leveraged corporate loans, middle-market loans, commercial real estate loans, emerging market non-sovereign loans, corporate bonds, infrastructure bonds and trust preferred securities. Sidley’s CLO team members have advised on a number of the market’s most innovative transactions in CLOs as well as in related interim financings and equity fund structures.
In our CLO practice, we address issues relating to underlying asset classes and industries beyond financial services and structured finance. Our firm provides a uniquely comprehensive scale of legal advice in corporate and middle market leveraged lending, specialty finance, commercial real estate finance, derivatives, bankruptcy and financial regulation, as well as in securitization and structured finance, within the U.S. and in Europe and Asia.
Sidley’s regulatory lawyers are experts in all aspects of the regulation of CLOs including, in the United States, the Investment Company Act, the Investment Advisors Act, the Volcker Rule, the Dodd-Frank Act and other relevant regulatory regimes.
Clients identify Sidley's Global Finance group as a destination practice for high-value, complex financings across a broad spectrum of platforms, industries and asset types. Sidley's Global Finance lawyers have pioneered the development of financial instruments for the world's financial markets. As a thought leader, an innovator and one familiar with new asset classes and esoteric offerings, Sidley's Global Finance group offers a comprehensive range of lending and securitization services to clients around the world.
Lawyers in Sidley’s Global Finance group were at the forefront of the creation of many structured finance products: mortgage-backed securities in the 1970s; asset -backed securities and commercial paper conduits in the 1980s; commercial mortgage-backed securities conduits in the 1990s; collateralized debt obligations and structured investment vehicles in the 2000s; and the restructuring of distressed structured products following the Global Financial Crisis.
Citigroup is a global diversified financial services holding company whose businesses provide consumers, corporations, governments and institutions with a broad, yet focused, range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, trade and securities services and wealth management. Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). Our strategy builds on Credit Suisse's core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature ma
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). Our strategy builds on Credit Suisse's core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 47,860 people. The registered shares (CSGN) of Credit Suisse AG's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at
A global specialist law firm focused on sectors with the greatest complexities and highest regulatory demands, Dechert delivers practical commercial insight and deep legal expertise for our clients’ most important matters. Dechert has acted as issuers’ counsel on a significant portion of all CRE CLOs done since the Great Recession. We are continuously recognized by the industry as top issuers counsel for CRE CLO and continue to provide superior legal advice in connection with this te
A global specialist law firm focused on sectors with the greatest complexities and highest regulatory demands, Dechert delivers practical commercial insight and deep legal expertise for our clients’ most important matters. Dechert has acted as issuers’ counsel on a significant portion of all CRE CLOs done since the Great Recession. We are continuously recognized by the industry as top issuers counsel for CRE CLO and continue to provide superior legal advice in connection with this technology. Our finance lawyers represent major industry players in structuring, securitizing, managing and servicing complex and highly structured and securitized commercial real estate debt assets. We advise issuers, underwriters, mortgage loan sellers, collateral managers, servicers, operating advisors, IG and B-piece investors in CMBS, CDOs/CLOs, Re-REMICs, NPLs and other alternate securitized structures involving commercial real estate and residential mortgages.
The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Moody’s Analytics CRE offers intelligent solutions for CRE professionals, powered by class-leading products. We harness the expansive data and analytical expertise from across the Moody’s organization to deliver integrated analyses of new and traditional metrics for better decision-making in CRE. We are committed to bringing transparency and efficiency to the CRE markets by offering exclusive thought leadership, validated data, rigorous analytics, and cutting-edge workflow solutions
Moody’s Analytics CRE offers intelligent solutions for CRE professionals, powered by class-leading products. We harness the expansive data and analytical expertise from across the Moody’s organization to deliver integrated analyses of new and traditional metrics for better decision-making in CRE. We are committed to bringing transparency and efficiency to the CRE markets by offering exclusive thought leadership, validated data, rigorous analytics, and cutting-edge workflow solutions that support commercial lenders, investors, and brokers.
Amherst Pierpont is a global fixed income specialized broker-dealer providing institutional clients with access to a premier fixed-income capital markets franchise. Our experienced team of professionals, backed by a powerful data and analytics platform, delivers customized solutions and strategy to meet our clients’ investment objectives. www.apsec.com Santander Holdings USA, Inc. (“SHUSA” or “Santander US”) has completed the acquisition of Amherst Pierpont Se
Amherst Pierpont is a global fixed income specialized broker-dealer providing institutional clients with access to a premier fixed-income capital markets franchise. Our experienced team of professionals, backed by a powerful data and analytics platform, delivers customized solutions and strategy to meet our clients’ investment objectives. www.apsec.com
Santander Holdings USA, Inc. (“SHUSA” or “Santander US”) has completed the acquisition of Amherst Pierpont Securities LLC (“Amherst Pierpont”), through the acquisition of its parent holding company, Pierpont Capital Holdings LLC. Effective April 11th, 2022, Amherst Pierpont is now a part of Santander’s Corporate & Investment Banking (“Santander CIB”) global business and is a wholly owned subsidiary of Santander US.
The acquisition of Amherst Pierpont significantly enhances Santander CIB’s infrastructure and capabilities in the market-making of US fixed income securities. The addition of Amherst Pierpont’s franchise strengthens Santander’s platform to include self-clearing of fixed income securities and expands its structuring and advisory capabilities for asset originators in the real estate and specialty finance markets. The combined platform of Santander and APS has strong capabilities in corporate debt and securities finance across the US and emerging markets. Amherst Pierpont was designated a Primary Dealer by the Federal Reserve Bank of New York in 2019 and, prior to its acquisition by Santander US, was one of only three non-bank-affiliated entities to hold that designation. The acquisition creates a comprehensive suite of fixed-income products that will drive deeper and more valuable relationships across the APS and Santander respective client bases.
Clifford Chance’s International Structured Debt group is an award-winning team and the largest international securitization group of any law firm. Our international practice group is uniquely positioned to provide superior structured finance legal services in multiple jurisdictions, including the world’s most important financial institutions. Our lawyers support all aspects of CLO transactions and the CLO lifecycle through our integrated transatlantic team in New York, Washi
Clifford Chance’s International Structured Debt group is an award-winning team and the largest international securitization group of any law firm. Our international practice group is uniquely positioned to provide superior structured finance legal services in multiple jurisdictions, including the world’s most important financial institutions.
Our lawyers support all aspects of CLO transactions and the CLO lifecycle through our integrated transatlantic team in New York, Washington D.C. and London which covers all relevant areas from structuring and execution to regulatory, tax and ERISA advice. Our experts in structured finance, securitization and structured funds are at the forefront of today’s evolving CLO markets.
Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and inve
Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and investors rely on Intex for trading, portfolio management and risk management applications. Intex provides the following specialized applications for cashflow stress testing, price/yield generation, collateral performance analysis and deal structuring under user-defined prepayment/default scenarios: -INTEXnet: Web-based deal/portfolio analytics -INTEXdesktop: Client-resident deal/portfolio analytics -INTEX Subroutines: Cash flow generation engine and API for system builders -INTEX DealMaker: Deal structuring tool for the primary market In addition to these Intex-developed applications, over 25 leading third-party vendors have integrated Intex cashflow functionality into their more generalized applications. To learn more, visit Intex on the web at www.intex.com
The Fixed Income Investor Network currently has over 300 members from over 200 investment management firms. The association was formed with the sole purpose of serving as an investor-led coalition in the structured finance markets, committed to providing networking, education and advocacy to our members. With a means of promoting a well-functioning structured finance marketplace by providing investors with a platform to share their voice with all participants in such marketplace; a platform from
The Fixed Income Investor Network currently has over 300 members from over 200 investment management firms. The association was formed with the sole purpose of serving as an investor-led coalition in the structured finance markets, committed to providing networking, education and advocacy to our members. With a means of promoting a well-functioning structured finance marketplace by providing investors with a platform to share their voice with all participants in such marketplace; a platform from which to lead investors to consensus on important issues within structured finance and where appropriate, advocate on behalf of that consensus. The ultimate aim of FIIN and its members is to enable fixed income institutional investors and asset owners to promote a healthy marketplace that facilitates innovations, transparency and liquidity while minimizing market friction.
SPOT FRESH OPPORTUNITIES IN SECURITIZATION. Green Street's, Asset-Backed Alert steers subscribers to money-making deals in the global market for securitized consumer loans, home mortgages and corporate receivables. The weekly newsletter also guarantees your edge in the growing CDO market. See for yourself by signing up for a three-issue FREE trial subscription to Asset-Backed Alert. Click here to learn more about what Asset-Backed Alert has to offer and to start your subscription, or call 94
SPOT FRESH OPPORTUNITIES IN SECURITIZATION. Green Street's, Asset-Backed Alert steers subscribers to money-making deals in the global market for securitized consumer loans, home mortgages and corporate receivables. The weekly newsletter also guarantees your edge in the growing CDO market. See for yourself by signing up for a three-issue FREE trial subscription to Asset-Backed Alert. Click here to learn more about what Asset-Backed Alert has to offer and to start your subscription, or call 949-706-8177 to speak with a member of our team.
ANTICIPATE NEW RISKS AND OPPORTUNITIES IN REAL ESTATE FINANCE. Green Street's, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The weekly newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. Click here to learn more about what Commercial Mortgage Alert has to offer and to start your subscription, or call 949-706-8177 to speak wi
ANTICIPATE NEW RISKS AND OPPORTUNITIES IN REAL ESTATE FINANCE. Green Street's, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The weekly newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. Click here to learn more about what Commercial Mortgage Alert has to offer and to start your subscription, or call 949-706-8177 to speak with a member of our team.
GET THE EARLY WORD ON PROPERTY DEALS AND DEALMAKERS. Green Street's, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The weekly newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. Click here to learn more about what Real Estate Alert has to offer and to start your subscription, or call 949-706-8177 to speak with a member of our team.
GET THE EARLY WORD ON PROPERTY DEALS AND DEALMAKERS. Green Street's, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The weekly newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. Click here to learn more about what Real Estate Alert has to offer and to start your subscription, or call 949-706-8177 to speak with a member of our team.
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
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This Privacy Notice was updated on 23 May 2018
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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.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
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
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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