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Douglas Armer

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

Douglas N. Armer is a Managing Director in the Blackstone Real Estate Debt Strategies group and the Head of Capital Markets for Blackstone Mortgage Trust, Inc. Before joining Blackstone in 2012, Mr. Armer was Managing Director of Capital Trust, Inc. whose wholly owned manager was acquired by Blackstone in December 2012. As Managing Director of 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. Previ ... (view full description)

Lee Askenazi

Partner
Clifford Chance US LLP

Lee Askenazi has extensive experience in structured capital markets, including all aspects of residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations, collateralized debt obligations, re-REMICs, repurchase facilities and other structured products. Mr. Askenazi regularly represents the main participants in domestic and international residential and commercial real estate financing transactions, including sponsors, issuers, investors, asset managers, sellers and purchasers. In addition, he advises clients in connection with other types of secured financings, including those structured as repurchase transactions and warehouse lending ... (view full description)

Jeff Baevsky

Senior Managing Director
Greystone

Mr. Baevsky is a Senior 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 a M ... (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 Product Officer
Trepp, LLC

Steve Baumgartner, Chief Product 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 its dominant posit ... (view full description)

Nitin Bhasin

Senior Managing Director
Kroll Bond Rating Agency

Nitin Bhasin is a senior managing director in the CMBS group at Kroll Bond Rating Agency, where he co-manages issuance and surveillance of credit ratings for Conduit, Single Borrower, CRE CLO, SBC, and SFR securitizations. He has been KBRA since 2011, and has been instrumental in the company’s early development and its subsequent growth. During this time, KBRA's CMBS group has rated over $400B in CRE securitizations across 500+ transactions.  Previously, among other roles, Nitin was at Wells Fargo Securities’ securitization and proprietary investing desks, where he structured and banked CRE CDOs, and made equity and debt principal investments in CRE assets, respectively. ... (view full description)

Allison Bisbey

Editor in Chief, Asset Securitization Report
SourceMedia

Allison Bisbey is editor in chief of Asset Securitization Report and is also a contributing editor at American Banker. She was previously editor of BankThink, the American Banker's opinion platform, She has also served as an editor and reporter at Investment Dealers Digest, TheStreet and Dow Jones Newswires.
 

Jon Brayshaw

Principal
Prime Finance Partners

Jon is a Co-Founder, member of the Investment Committee and head of Prime’s New York office. Prior to forming Prime Finance, Jon was a Managing Director at Natixis, where he was involved in negotiating, structuring and closing commercial real estate loan transactions. Prior to Natixis, Jon practiced law in New York at Kaye Scholer LLP. Jon is a graduate of Bates College and Fordham University School of Law.
 

Charles Citro

Head of Asset Management
Granite Point Mortgage Trust Inc.

Charles is a Director, Head of Asset Management for Granite Point Mortgage Trust (“GPMT”) in New York. Prior to joining GPMT, Charles was a Director at Trimont Real Estate Advisors where he was responsible for both oversight and execution of real estate diligence and advisory services.  From 2016 – 2017, Charles was a Senior Managing Director at Cushman & Wakefield where he was responsible for providing commercial real estate debt management solutions to clients. This included loan surveillance and reporting, construction loan administration, and credit risk analysis. Charles was a Managing Director at Macquarie Group from 2014 – 2016 where he developed loan underwriting guidelines and p ... (view full description)

Michael Comparato

Head of Commercial Real Estate
Benefit Street Partners

Michael Comparato is a managing director with Benefit Street Partners and the head of real estate for BSP CRE and BSP Realty Trust. Prior to joining BSP in 2015, Mr. Comparato was head of U.S. Equity Investments at Ladder Capital, where he led Ladder's largest team that actively originated CMBS loans, structured/balance sheet loans, mezzanine loans and acquired strategic assets for the firm. Prior to joining Ladder, Mr. Comparato was president of BankAtlantic Commercial Mortgage Capital (BACMC), the CMBS affiliate of BankAtlantic, where he was responsible for managing all day-to-day operations. Mr. Comparato also previously ran Compson Holding Corporation, which made various equity investmen ... (view full description)

Brady Copeman

Vice President
Situs

Brady Copeman is Vice President, Business Development at Situs.   Based in Iowa, Brady is responsible for driving growth and developing strategic solutions for U.S. customers in the Private Equity and Alternative Investment sector. Prior to joining Situs, Mr. Copeman worked for Cohen Financial, as Vice President of Business Development within its Investor Services Division.  Before that he worked for Midland Loan Services as a loan administrator, credit analyst and surveillance analyst. His responsibilities included monitoring loan performance, property performance portfolio performance with a focus on investor interests.  Brady has over 12 years of commercial real es ... (view full description)

Edward Dittmer

Senior Vice President, North American CMBS
DBRS

Edward Dittmer, CFA, is Senior Vice President for North American CMBS at DBRS, Inc. Prior to DBRS, he was Senior Vice President and Head of Credit Risk Services at Morningstar Credit Ratings where he re-launched the company’s subscription CMBS monitoring and research platforms.  His 20 years of commercial real estate experience also includes stints at GMAC Commercial Mortgage and Capmark Investments where he worked in commercial loan servicing, risk management and real estate private equity.  He is widely quoted in local and national news outlets and has provided guest commentary for CREFC World, Commercial Observer and TheStreet.com.   Dittmer has a BA in Economics from American ... (view full description)

Missy Dolski

Director
Värde Partners, Inc.

Missy Dolski is a Director at Värde Partners responsible for capital markets and structured finance for the firm’s commercial and residential mortgages investments. Based in New York, she joined the firm in 2017. Prior to joining Värde, Missy was a Director at Wells Fargo Securities in the Commercial Real Estate Capital Markets & Finance group where she focused on warehouse financing for a variety of non-bank lender clients. Throughout her career she held multiple roles at Wells Fargo within their structured finance, principal investing and corporate credit divisions in New York, London and San Francisco. Missy graduated from the University of Minnesota’s Carlson School of Ma ... (view full description)

Stuart Goldstein

Partner
Cadwalader, Wickersham & Taft LLP

Stuart Goldstein is the Managing Partner of Cadwalader’s Charlotte office, co-chair of the firm’s Capital Markets Group and a member of the firm’s Management Committee.  Stuart concentrates his practice on structured finance, primarily commercial mortgage-backed and CRE CLO securitization transactions, structured mortgage loan participations and warehouse lending, as well as advising servicers and lenders in the workout and restructuring of securitized and other financial assets. In addition, Stuart has broad experience representing issuers and underwriters in both public and private offerings of RMBS, Corporate CLOs and other structured finance products. He also represents clien ... (view full description)

Greg Haddad

Senior Vice President
Morningstar Credit Ratings, LLC

Greg Haddad is senior vice president for Morningstar Credit Ratings, LLC. He is responsible for analyzing commercial mortgages and rating new issue conduit/fusion, single asset single/borrower, and CRE CLO securitizations. He also handles the development and implementation of CMBS and CRE CLO ratings criteria and credit models. Before joining Morningstar, Haddad was assistant vice president in the CMBS primary ratings group at Moody’s Investors Service in New York where he was a lead analyst responsible for rating conduit/fusion, single asset/single borrower, and large loan floating rate transactions. Prior to Moody’s, he was a consultant for GoldenTree Asset Management in their ... (view full description)

Avner Husen

Managing Director
Fortress Investment Group

Mr. Husen is a Managing Director of the Fortress Credit Funds Business and co-heads the Structured Products Group and is one of the Portfolio Managers for the ABI Fund Since joining Fortress in 2007, Mr. Husen has analyzed, structured, and sourced over $2 billion in commercial real estate opportunities which include securities (CMBS / CRE CDOs), derivatives (CMBX), direct loan originations and property acquisitions. Mr.  Husen also managed the debt business for a publicly traded European Real Estate Investment Company with over €1.8 billion in CMBS, CRE B-notes and RMBS Prior to joining Fortress, Mr. Husen was at The Carlyle Group in their U.S. Real Esta ... (view full description)

Richard D. Jones

Partner
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

Shareholder
Polsinelli

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)

Ivan Kaufman

Chairman, President, Chief Executive Officer
Arbor Realty Trust, Inc.

Ivan Kaufman has extensive experience operating a diverse array of real estate finance companies that spans four decades and numerous real estate cycles. He is currently the Founder, Chairman, President and CEO of Arbor Realty Trust, Inc. (NYSE: ABR), a leading multifamily and commercial real estate lender and real estate investment trust that became publicly traded in April 2004. The foundation for the present-day Arbor was established in 1983, when Mr. Kaufman founded Arbor National Holdings, Inc. to focus on the origination and servicing of residential mortgage loans. The company became the leading provider of residential mortgage loans in the New York tristate region and went ... (view full description)

Lauren Kerr

Conference Producer
IMN

No biography specified

Steven T. Kolyer

Partner
Sidley Austin LLP

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

Michael Lavipour

Managing Director
Square Mile Capital Management LLC

Michael is responsible for sourcing, negotiating and structuring transactions, as well as managing Square Mile’s banking and warehouse relationships. Prior to joining Square Mile in 2013, Michael served as Vice President at Redwood Trust where he originated whole loan and mezzanine loans in the northeastern U.S. Prior to joining Redwood Trust, Michael was a Vice President in the Real Estate Finance group at Credit Suisse where he worked in loan origination, asset management and capital markets. Michael received his B.A. in economics from the University of Pennsylvania.

Simon Miller

Manager, CRE Debt & CMBS
DoubleLine

Mr. Miller joined DoubleLine in 2014. He is responsible for CRE loans and related investments. Prior to DoubleLine, Mr. Miller was an Assistant Vice President at Torchlight Investors where his responsibilities included structuring and underwriting high-yield CRE debt as well as management and workout of distressed debt. His prior experience includes GE Capital Real Estate and JER Partners. Mr. Miller received a BS in Management with a concentration in Finance from Tulane University and a MS in Real Estate with a concentration in Finance from New York 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)

Kurt Pollem

Managing Director
Morningstar Credit Ratings, LLC

Kurt Pollem is managing director and head of commercial mortgage-backed securities (CMBS) ratings and analytics for Morningstar Credit Ratings, LLC. He is responsible for managing and developing the agency’s CMBS business, including new issue and surveillance ratings and analytical products. In this role, he leads Morningstar’s CMBS and other commercial real estate ratings initiatives. These include managing and developing analytical staff; developing and maintaining CMBS and CRE ratings methodologies, criteria, and models; and overseeing the group’s efforts to produce insightful analytical output while ensuring the integrity, transparency, and accuracy of ratings. Mo ... (view full description)

Anthony Preisano

Executive Director
Morgan Stanley

Mr. Preisano is responsible for managing the Commercial Real Estate Warehouse Lending and CRE CLO businesses, with a focus on identifying and sourcing new origination opportunities and building the firm’s presence in the CRE CLO market.  He has more than 20 years of experience in real estate, securitization, structured finance and financial services.  Prior to joining Morgan Stanley in 2014, Mr. Preisano served as a Vice President at Goldman Sachs where he worked in various structured lending and securitization businesses throughout his 14 year career.  Prior to Goldman Sachs, Mr. Preisano worked at Fitch Ratings and JP Morgan.  Mr. Preisano received his B.A. in economics from Brown Universi ... (view full description)

David Putro

Senior Vice President, CMBS
Morningstar Credit Ratings, LLC

David Putro is senior vice president of commercial mortgage-backed securities (CMBS) surveillance for Morningstar Credit Ratings. David has 13 years of experience in commercial real estate. Prior to assuming his current role in 2017, he held various management roles within Morningstar. Before joining Morningstar in 2011, he was a vice president for Ventras Capital Advisors, where he managed collateral debt obligation (CDO) vehicles and performed credit analysis on CMBS bonds. From 2005 to 2009, he worked for several Capmark-related entities on both the issuance and buy side. David also has experience in commercial real estate servicing and technology. David holds a ba ... (view full description)

Manish Rajguru

Senior CMBS Portfolio Manager
Lord, Abbett & Co. LLC

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)

Jodi Schwimmer

Partner
Reed Smith LLP

Jodi Schwimmer began her career in 2001 and has spent the last 18 years representing investment banks, specialty lenders, real estate investors and participants in the secondary debt market.  She is well-known in the industry for “closing the deal”, and has personally closed hundreds of billions of dollars’ worth of commercial mortgaged-backed securities (CMBS) and similar debt securities. Jodi has extensive and broad structured finance skills across a variety of underlying debt obligations.   Specifically, Jodi focuses on CMBS, real estate finance, asset-based finance and structured finance, concentrating on esoteric structures, debt issuances, preferred equity raises, repurchas ... (view full description)

Avinash Sharma

Executive Director
JP Morgan

Avinash Sharma is an Executive Director and Head of Primary CMBS Trading in North America.  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 Scie ... (view full description)

Erin Stafford

Managing Director, Head of North American CMBS
DBRS

Erin Stafford is a Senior Vice President with Dominion Bond Rating Service (DBRS) in the commercial mortgage-backed securities (CMBS) group. She manages CMBS surveillance for DBRS rated Canadian and US transactions and is responsible for rating commercial mortgage servicers and producing CMBS research. Ms. Stafford has over nine years of experience working at rating agencies in the CMBS industry. Prior to joining DBRS, Ms. Stafford was with Fitch Ratings in the CMBS group with a focus on monitoring ratings of existing CMBS transactions. She has served as a co-chair of the Post Securitization committee of the Commercial Mortgage Securities Association and currently conducts IRP Tutorials for ... (view full description)

Shannon Stotts

Managing Director
Resource Real Estate

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

Richard Talmadge

Director-Head of Structured Product Credit Research
Insight Investment

Richard joined Insight’s Fixed Income Group as a senior analyst within the Secured Finance Team in January 2015, following BNY Mellon’s acquisition of Cutwater Asset Management (Cutwater). He originally joined Cutwater in 2004 and has worked in the financial services industry since 1997. Richard’s responsibilities cover broad credit for all areas of secured finance with a particular emphasis on CMBS, CRE CLOs and non-traditional ABS sectors. In addition, Richard maintains corporate credit coverage of US real estate investment trusts (REITs). Prior to the acquisition, he led Cutwater’s structured finance credit research area across all ABS, CMBS, RMBS and CDOs and worked with the Corporate Cr ... (view full description)

Jack Taylor

Chief Executive Officer, President and Director
Granite Point Mortgage Trust

Jack Taylor is the Chief Executive Officer, President and a member of the Board of Directors of Granite Point Mortgage Trust Inc. He has been a director and executive officer since inception. He has also served as Global Head of Commercial Real Estate and a member of the Investment Committee of the company’s external manager, Pine River Capital Management L.P., since November 2014. Prior to joining Pine River, Mr. Taylor served as a Managing Director and Head of Global Real Estate Finance for Prudential Real Estate Investors from 2009 to November 2014, where he also was a member of the Global Management Committee and chaired the Global Investment Committee for debt and equity. From 2003 to 2 ... (view full description)

Harris Trifon

Portfolio Manager
Western Asset Management

Harris Adam Trifon is a Portfolio Manager and Research Analyst with Western Asset Management Company, LLC and has more than 19 years of experience. Prior to joining the Firm, Mr. Trifon served as Director of Fixed-Income Research with Deutsche Bank, where he was Global Head of CRE Debt and US ABS Research Teams. As Director of Structured Finance with Standard & Poor’s, Mr. Trifon was a Portfolio Manager and Team Leader for all Conduit, Fusion, Single Borrow, Large Loan fixed-rate and Small Balance transactions. At BNP Paribas Mr. Trifon served as Assistant Vice President of Fixed-Income, where he provided analytic support to senior exotic option traders, including products of digital opt ... (view full description)

Jasraj Vaidya

Director
Amherst Capital

Jasraj Vaidya is a senior research analyst at Amherst Capital Management with more than 10 years of experience in the real estate investment space. Prior to joining Amherst Capital, Jasraj served as the Head of U.S. CMBS & Residential Credit Strategy at Barclays. In this role he led a team of five analysts on U.S. Commercial Mortgage Backed Securities, Asset Backed Securities and Residential Credit Strategy. Prior to joining Barclays in 2008, Jasraj spent 3 years at Lehman Brothers, most recently as an Analyst covering residential credit strategy. Jasraj has an MBA from the Indian Institute of Management and a BE in Engineering from ... (view full description)

Scott Waynebern

President
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 ... (view full description)

Ron Wechsler

Executive Vice President, Head of Real Estate Capital Markets
The Bancorp Bank

Ron has 30 years of professional real estate experience, the last 19 of which have been in commercial mortgage-backed securities, including seven years at Fitch Ratings where he founded and ran the CMBS group. Prior to joining The Bancorp, Ron served as co-head of the CMBS conduit for Citigroup Inc. and grew its business sevenfold between 2001 and 2008. Prior to his tenure at Citigroup, Ron was a Senior Vice President at GMAC Financial Services, originating mezzanine loans and preferred equity investments, as well as starting and heading up the CMBS conduit at Paine Webber. Ron has also worked at Lehman Brothers, Smith Barney and Prudential Insurance.

Brennan Woods

Vice President
JPMorgan

Brennan Woods is a Vice President in the CMBS Capital Markets group at J.P. Morgan, which is a leading underwriter of CRE CLOs. In 2018, J.P. Morgan led 13 of the 25 CRE CLOs issued (10 managed and three static) resulting in approximately $6.9 billion of transaction volume. Mr. Woods’s responsibilities include managing the issuance of CRE CLOs, conduit, pooled floating rate and SASB CMBS, and other CRE-backed transactions executed in both principal and agented capacities.   Mr. Woods joined J.P. Morgan in 2010 and, prior to joining the CMBS group, was responsible for the valuation of RMBS, CMBS, and ABX and CMBX indices. Mr. Woods holds a B.S. in Economics-Finance from Bentley Un ... (view full description)

Teresa Zien

Senior Director
Invesco

Teresa Zien is a Senior Director at Invesco Real Estate (IRE) and is responsible for overseeing the capital markets activities for the Invesco Real Estate Structured Investments group. Prior to joining IRE in 2017, Ms. Zien spent two years as the chief operating officer of Colony Mortgage Capital, LLC, with responsibility for overseeing the company's day-to-day operations. Prior to joining Colony, Ms. Zien spent three years as a director in the asset finance – commercial real estate group of Credit Suisse, where she oversaw all US commercial mortgage backed securities (CMBS) securitizations and commercial real estate warehouse facilities. Prior to joining Credit Suisse, Ms. ... (view full description)
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*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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