This is a past event. To see the list of our current events, please click  HERE

Neil Aggarwal

Portfolio Manager
Verition Fund Management LLC

Neil is a Portfolio Manager for Verition Fund Management where he manages a Structured Products strategy.  Neil has over 18 years of experience in trading, investing and managing risk in structured products.  Previously, he was the Head of Trading and Deputy CIO for Semper Capital and the Mortgage Credit Sector Head and a Senior Trader for a securitized products strategy at BlueCrest Capital Management. Prior to BlueCrest, Neil was a Senior Vice President and trader in the structured products group at Jefferies, and a Vice President in various mortgage teams at Barclays Capital and C12 Capital Management.  Earlier in his career, Neil structured various mortgage-backed securitizations for Cit ... (view full description)

Clay Armistead

Portfolio Manager
BlackRock Systematic Fixed Income

Clay Armistead is Lead Portfolio Manager of the Mortgage and Securitized Credit Investment Team for Systematic Fixed Income ("SFI").  Mr. Armistead is responsible for all ABS, CMBS and RMBS investments across SFI's passive, active and hedge fund strategies.Mr. Armistead's service with the firm dates back to 2006, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a credit analyst covering asset backed securities for the US Fixed Income Group. Prior to joining BGI, he was a Vice President at Wall Street Analytics, where he was responsible for modeling ABS, CMBS, RMBS, and CLO securitizations, and acted as a co ... (view full description)

Roger Ashworth

Director, Research Strategist

Roger Ashworth is head of the non-agency MBS strategy team. His team is responsible for relative value, prepayment and credit analysis within the non-Agency mortgage market. Prior to joining Citi, Roger was in a similar role at Amherst Securities Group, and he was a non-agency MBS trader at Merrill Lynch prior to that.

Roger received a BS degree in engineering from the US Naval Academy and an MBA degree from Georgetown University.

Grant Bailey

Managing Director
Fitch Ratings

Grant Bailey is a managing director and head of the Global Structured Finance Enhanced Analytics group at Fitch Ratings. Grant previously led the US RMBS and Covered Bonds group at Fitch. He joined Fitch in 2001.
Grant earned an MSc in real estate finance from New York University and received a BA magna cum laude from Occidental College.

Nadine Bates

Senior Vice President & Treasurer
Fannie Mae

Responsibilities: Nadine J. Bates is Fannie Mae’s Senior Vice President and Treasurer. She reports to the Executive Vice President and Chief Financial Officer. As treasurer, Nadine is responsible for creating and executing Fannie Mae’s liquidity strategy, including oversight of debt issuance, liability management, and liquidity management. Other responsibilities include trading activities that provide liquidity to the mortgage market as well as interest rate hedging. In addition to her role as the company’s treasurer, Nadine maintains relationships with key stakeholders including global institutional investors and broker-dealers through her Securities Marketing Team and lead ... (view full description)

Chris Beck

Senior Vice President
Guy Carpenter

Chris is a senior vice president with the Mortgage Credit Specialty practice at Guy Carpenter and has nearly 15 years of capital markets and reinsurance experience.
Prior to joining Guy Carpenter in 2017, Chris worked for Vanguard as a structured product credit analyst for actively managed bond funds where he covered ABS, CMBS, RMBS and covered bonds.
Chris received his MBA in Finance from Carnegie Mellon’s Tepper School of Business and BS in Finance from the Pennsylvania State University – University Park.

Micheal Bennett

Chief Actuary and Chief Risk Officer
Arch Mortgage Insurance

Michael Bennett is Chief Risk Officer and Chief Actuary for Arch Mortgage in Europe.
Arch has considerable experience in mortgage risk sharing and has completed transactions with the US GSEs and European banks.
Michael’s focus is mortgage risk transfer through synthetic securitisation executed by a financial guarantee.

Jim Bennison

Executive Vice President, Head of Alternative Markets
Arch Capital Group

James Bennison is the Executive Vice President and Head of Alternative Markets for Arch Capital’s mortgage division (“Arch”). He has 30 years of experience as an Investor and Investment Banker in the structured finance market. At Arch, he is responsible for a variety of businesses and activities, including the company’s mortgage insurance-linked note program (the Bellemeade Program) and traditional reinsurance; the structured mortgage insurance business; a whole loan investment platform; a captive management business (which currently supports Freddie Mac’s IMAGIN and Fannie Mae’s EPMI products); and developing other approaches to pricing and managing mortgage credit risk. ... (view full description)

Oren Benzaquen

N/A RMBS Trading

Oren is a VP on the Securitized Products trading desk at Barclays. He heads up the Resi trading desk, including CRT, Resi 2.0 and HECM. Oren has been trading the CRT market since its inception. Prior to trading Non-Agency RMBS Oren traded consumer and esoteric ABS. He has been at Barclays since 2011. Oren holds a BA in Economics-Mathematics from Columbia University.

David Brickman

Freddie Mac

David Brickman is President of Freddie Mac and is responsible for all three of Freddie Mac’s business lines - Single Family, Multifamily and Capital Markets – as well as the information technology, internal audit and operations areas that support these business lines. Previously, Brickman was the head of Freddie Mac Multifamily, where he presided over a remarkable period of growth – raising annual production from $16 billion in 2010 to almost $80 billion in 2018 and increasing the organization from 300 staff members in four offices to approximately 1000 employees in a dozen locations across the country. He also drove significant innovation and an expansion in Freddie Mac’s products and ... (view full description)

Mascha Canio

Head of Credit & Insurance Linked Investments

Mascha Canio has been with PGGM since January 2006 and is currently the Head of Credit & Insurance Linked Investments. For more than 25 years she has been responsible for portfolio management with in-depth experience in credit, fixed income, private equity, infrastructure and insurance. Mascha is a specialist in corporate credit, emerging markets and securitisations. Her previous roles include portfolio manager at Shell Pension Fund and head of Octagon Credit Investors’ London office.

Tracy Chen

Portfolio Manager & Head of Global Structured Credit
Brandywine Global Investment Management

Tracy Chen is Portfolio Manager and Head of Structured Credit at Brandywine Global Investment Management, Tracy leads the global structured credit portfolio investment and seeks the most attractive value in global structured credit market, including investment in U.S. RMBS, CMBS, ABS, CLO, European ABS and other structured products. She joined the Firm in August 2008. Prior to joining Brandywine Global, she had been with UBS Investment Bank as Director of the structure products valuation group, GMAC Mortgage Group (focusing on mortgage whole loan pricing and trading) and Deloitte Consulting. Tracy earned her MBA with a concentration in Finance from the University of North Carolina at Chap ... (view full description)

Richard Cooperstein

Director, Alliances and Policy
Andrew Davidson & Co., Inc.

Richard Cooperstein, Ph.D. is Director of Alliances and Policy at Andrew Davidson & Co., Inc. He brings decades of experience from various risk and policy roles in the mortgage market including senior positions at Freddie Mac, Ocwen, HSBC Securities, RMIC and Ranieri Partners.  He spent the first 10 years of his career in government service at the General Accounting Office and the Office of Management and Budget as a senior economist.  Cooperstein has managed risk portfolios at a mortgage insurer, servicer and GSE.  He owns a copyright on a mortgage valuation platform and was one of the chief architects of Credit Reform.  He is a published author and experienced speaker ... (view full description)

Laurel Davis

Vice President for Credit Risk Transfer
Fannie Mae

Laurel Davis is Fannie Mae’s Vice President for Credit Risk Transfer, where she is responsible for developing and executing strategies to transfer credit risk associated with Fannie Mae’s single-family guaranty business to the capital markets and private investors. This includes managing Fannie Mae’s flagship Connecticut Avenue Securities (CAS) program.  Prior to joining Fannie Mae, Davis served in a variety of securitization, trading and capital markets roles at Merrill Lynch and First Republic Bank.  Davis holds a bachelor of arts from the University of North Carolina at Chapel Hill and a master of business administration in finance from the University of Maryland.   Education: ... (view full description)

James Egan

Executive Director, Structured Products Strategy
Morgan Stanley

James Egan is an Executive Director on the Securitized Products Strategy team at Morgan Stanley. He is the head of US Non-Agency RMBS Strategy, focusing on legacy, RMBS 2.0 and Credit Risk Transfer and the co-head of US Housing Strategy. In addition, James co-covers Single Family Rental securitizations. Prior to working in research, James worked as a trader in Morgan Stanley’s Securitized Products group.
James joined Morgan Stanley in 2008. He holds a BA in Commerce from the University of Virginia.

Shariff Elkordy

Managing Director, Agency MBS
1/0 Capital LLC

Malloy Evans

Senior Vice President & Chief Credit Officer, Single-Family
Fannie Mae

Responsibilities: Malloy Evans is the Senior Vice President and Chief Credit Officer for Fannie Mae’s Single-Family Business and is responsible for first-line credit risk management, from mortgage acquisition through disposition. This includes customer risk management, credit policy, counterparty, credit risk performance, collateral management, loan quality and affordable housing responsibilities. In this role, he is accountable for setting selling and servicing risk policies and eligibility standards to ensure sustainable lending practices for the loans Fannie Mae acquires. He also manages the company’s customers according to these standards and practices and fosters a risk ... (view full description)

Vandy Fartaj

Chief Investment Officer

Vandad Fartaj has been Senior Managing Director and Chief Investment Officer of PennyMac Financial Services, Inc. (NYSE: PFSI) since June 2018. He is responsible for all capital markets and investment-related activities, including the development and execution of investment strategies, secondary marketing and hedging activities. In addition, Mr. Fartaj is responsible for developing and managing relationships with broker-dealers and fixed income investors. Mr. Fartaj also serves as Senior Managing Director and Chief Investment Officer of PennyMac Mortgage Investment Trust (NYSE: PMT).   Previously, Mr. Fartaj was the company’s Chief Capital Markets Officer. He has served on the co ... (view full description)

Christopher Flanagan

Managing Director
Bank of America

Chris Flanagan is Head of US Mortgage and Structured Finance Research at Bank of America Merrill Lynch.   He was Head of ABS, CDO and CMBS Research at JP Morgan, where he worked since 2010. Prior to that, he held positions as the Head of ABS and MBS Research at Merrill Lynch.   In recent years, Chris has been highly ranked in various MBS and ABS categories in the Institutional Investor Fixed Income Research Survey and was widely recognized for his early call on the subprime mortgage collapse. He is ranked #2 for total number of appearances on the Institutional Investor team over the past twenty years.   He holds BS and MS degrees in Electrical Engineering ... (view full description)

Mark Fontanilla

Mark Fontanilla & Company, LLC

Mark Fontanilla has over 18 years of experience in the bond markets, mortgage finance, fixed income research, and company strategy. He had been senior fixed income marketing strategist at Fannie Mae, with specific work on their primary credit risk transfer (CRT) program, Connecticut Avenue Securities™ (CAS). Prior to that, he had been a publishing residential mortgage securities strategist at Wells Fargo Securities, LLC, as well as having worked as a senior trader at the Royal Bank of Canada, making markets in RMBS, ABS and CMBS. Mark had also been on the executive team at Champion Mortgage, a Division of KeyBank NA, working as the Director of Risk Management, overseeing the mortgage asset p ... (view full description)

Joanne Gaskin

Vice President

Ms. Gaskin oversees the FICO Scores regulatory practice and is responsible for the strategic direction of FICO’s analytic solutions and partnerships serving the mortgage industry. In her role, Ms. Gaskin works globally in partnership with financial institutions and regulatory agencies to support making better decision to drive growth, profitability and customer satisfaction. She is driven by the positive impact that FICO makes on the lives of consumers by working collaboratively with the financial services industry.   With more than 25 years in financial services, she has led analytic and product development efforts to address some of the most critical topics impacting fina ... (view full description)

Jonathan Glowacki

Principal & Consulting Actuary
Milliman, Inc

Jonathan is a Principal with the Milwaukee office of Milliman. Jonathan manages the development of Milliman M-PIRe, a leading software product for mortgage analytics. Milliman M-PIRe is a cloud-based SaaS that contains connections to mortgage data, mortgage performance models, cash flow waterfalls, and portfolio aggregation to efficiently manage mortgage investments and reinsurance exposures. Milliman M-PIRe includes a comprehensive deal library for GSE CRT, PMI ILN, and non-US mortgage reinsurance treaties. Milliman M-PIRe is relied upon by investors, reinsurers, issuers, regulators and brokers.

Prachi Gokhale

Katten Muchin Rosenman LLP

Prachi Gokhale represents various participants in the structured finance market, including issuers, underwriters, lenders, borrowers and government-sponsored enterprises (GSEs) in corporate and capital market transactions. She has worked on a variety of transactions, including asset-backed and mortgage-backed securities offerings (with an emphasis on automobile loan, automobile lease and mortgage loan securitizations), warehouse financing programs, revolving credit facilities and term loans. Her mortgage loan experience includes real estate mortgage investment conduit (REMIC) and risk sharing trust structures collateralized by performing, reperforming and nonperforming loans. Prachi has expe ... (view full description)

Bryan Goudie

Principal Financial Analyst
Federal Housing Finance Agency

Bryan Goudie is a Principal Financial Analyst in the Division of Housing Mission and Goals at FHFA.  His recent FHFA contributions include the development of the proposed regulation on capital requirements for Fannie Mae and Freddie Mac, the Conservatorship Capital Framework, and the financial aspects of the Private Mortgage Insurer Eligibility Requirements.  While at FHFA, he also provided examination support and analyses of the Federal Home Loan Banks.
Bryan Goudie holds a B.Sc. in Economics from the University of Victoria and an M.A. and Ph.D. in Economics from the University of California, San Diego.

Mark Hanson

Senior Vice President Securitization
Freddie Mac

Mark D. Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance. He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors. Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space. Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage ... (view full description)

Philip Hong

Vice President
Wells Fargo

Philip Hong is a member of the RMBS research team at Wells Fargo Securities. His primary focus is on Non-Agency RMBS and CRT. His team regularly led discussions on the post-crisis RMBS landscape, housing market, credit and prepayment outlooks, as well as relative value opportunities. Prior to joining Wells Fargo in 2016, Philip was at BTG Pactual, covering RMBS and mortgage credit modeling for its Global Emerging Markets Macro Fund and Distressed Mortgage Fund. Philip holds a Bachelor of Science in computer science and mathematics and a Master of Science in Computational Finance (MSCF) from Carnegie Mellon University.

Jack Kahan

Senior Managing Director, RMBS

Jack Kahan is a Senior Managing Director and Head of the Residential MBS Group at Kroll Bond Rating Agency (KBRA). Jack has over a decade of experience in RMBS ratings, covering RMBS asset types from prime to non-prime, qualified mortgages (QM) and non-QM, legacy assets (RPL/NPL), and esoteric assets such as reverse mortgage, mortgage servicing rights, and servicer advance. He also serves as the Residential MBS Group’s model owner for a default and loss model.   Prior to joining KBRA, Jack worked in the U.S. RMBS Group at Standard & Poor’s (now S&P Global Ratings), most recently as a director and analytical manager, responsible for newly issued ratings. P ... (view full description)

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.

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

Lauren Kerr

Director of Programming

Jeffrey Krohn

Managing Director
Guy Carpenter & Company, LLC

Jeff leads Guy Carpenter’s Global Mortgage Credit Specialty practice and has more than 25 years of experience in the insurance and reinsurance industry.  Jeff’s expertise in the mortgage insurance sector has been independently recognized:  he was named to Risk & Insurance magazine’s list of Reinsurance Power Brokers and his transaction covering European mortgage risk was highly commended at the Worldwide Reinsurance Awards.  Prior to joining Guy Carpenter in 2002, Jeff was with PricewaterhouseCoopers where he worked as a management consultant in the Corporate Strategy Practice for the firm’s Insurance Sector. Jeff received his MBA in Finance from Carnegie Mellon's Tepper Scho ... (view full description)

Elena Lee

Global Head of Balance Sheet Securitisation
Standard Chartered Bank

Elena Lee joined Standard Chartered Bank in Singapore in 2010 and has been leading deal teams in originating, structuring and executing synthetic balance sheet securitisation, legal true sale securitisation and covered bond programs for the Bank. She has more than 15 years of experience in securitisation having worked at CIBC World Markets and Natixis Capital Markets in New York and pecialized in structuring CLOs prior to joining Standard Chartered Bank. Elena holds an MBA from Nyenrode Business University in The Netherlands and a Bachelor of Accountancy from Nanyang Technological University in Singapore.

Lauren Marra

Vice President, Non-Agency Trading
J.P. Morgan Securities LLC

Lauren is a VP on the Non-Agency trading desk at JPMorgan and has focused primarily on post-crisis RMBS, including CRT, Jumbo 2.0, Non-QM, RPL, and SFR. Prior to trading Non-Agency, Lauren was in SPG sales and has been at JPMorgan since 2012. Lauren holds a BA in economics and communications from Boston College.  

Michael Marra

Director, Securitized Products
Credit Suisse

Michael Marra is a Director at Credit Suisse on the Mortgage Finance team within the Securitized Products and has been with the firm since 2010.  Prior to joining Securitized Products, Mike was a member of the Key Account Management team focused on optimizing Credit Suisse’s relationships with the firm’s highest priority clients.
Mike began his career at Deutsche Bank where he was an Analyst in the Graduate Rotation Program.  He is a CFA® charterholder and holds a Bachelor of Science in Management and Finance from Binghamton University.

Janet McCrae

Hunton Andrews Kurth LLP

As counsel to both banks and issuers, Janet understands the business needs driving financial transactions and the relevant legal context that applies to them. This broad outlook enables her to give clients comprehensive advice with the most productive solutions in mind.  Janet assists clients with offered transactions relating to a diverse base of assets, including residential mortgage loans (primarily in the reverse space), servicing advances and synthetic credit risk transfer. She has worked on financings and bilateral transactions across a wide spectrum of structures and assets, including lending facilities. She also understands how to guide clients in sales of MSRs, excess sp ... (view full description)

Stephanie Milner

Fannie Mae

Stephanie Milner is Fannie Mae's Director – Capital Markets and Securitization, reporting to the Senior Vice President – Securitization.  Stephanie joined Fannie Mae in 2006 and since 2014, she has served as Fannie Mae’s lead for Market Outreach and Single Security Industry Readiness.  Prior to her current role in Single Security, Stephanie spent 8 years at Fannie Mae managing the issuance and product development of mortgage-backed structured transactions – including Real Estate Mortgage Investment Conduits (REMICs), Stripped Mortgage-Backed Securities, and Mega Pools.  Before joining Fannie Mae, Stephanie practiced law in the areas of Affordable Housing and Structured Finance.  She has a BS ... (view full description)

Joe Monaghan

Chief Executive Officer
Aon’s Public Sector Partnership’

Joe is CEO for Aon’s Public Sector Partnership (PSP) which focuses on developing innovative solutions to help governments and other public institutions reduce volatility and increase the resiliency of their mission. The PSP is a global team of talented colleagues that have deep experience serving in government, insurance, reinsurance, and the capital markets. Prior to his role leading the PSP, Joe was the Strategic Growth Leader for Aon’s US reinsurance platform responsible for growth across all lines of insurance. He was also the founder of the Credit & Guaranty, and Government practice which led the development of innovative (re)insurance solutions for Fannie Mae and Freddi ... (view full description)

Paul Nikodem

Managing Director, Head of Securitized Products Research
Nomura Securities International, Inc.

Paul Nikodem is the head of US Securitized Products Research at Nomura. His key focus areas include CLOs, mortgage credit, and agency MBS. Paul and his team maintain a regular dialogue with numerous fund managers investing in securitized products, and frequently speaks on panels at industry conferences and is regularly quoted in the news media. In the 2018 Institutional Investor survey, his team was ranked #4 for CLO research and #2 for RMBS research, and in the 2018 Greenwich survey, Paul was the #2 most helpful CLO research analyst and the #1 most helpful RMBS research analyst.   Prior to joining Nomura in 2010, Paul was a senior mortgage ... (view full description)

Mike Reynolds

Vice President, Credit Risk Transfer
Freddie Mac

Mike Reynolds is the vice president of Freddie Mac’s Single-Family Credit Risk Transfer (CRT) program. CRT comprises capital markets, reinsurance, and mortgage insurance, including the Structured Agency Credit Risk (STACR®) and Agency Credit Insurance Structure (ACIS®) family of credit securities – multi-billion dollar programs that transfer mortgage credit risk to private investors. Mr. Reynolds has over 20 years of GSE experience and joined Freddie Mac in 2012 to help launch the Single-Family CRT program. Prior to Freddie Mac, he was vice president of strategic initiatives at Fannie Mae. Earlier in his career, he worked on automated underwriting. He holds a Bachelor ... (view full description)

Victoria Rostow

Senior Vice President, Policy & Regulatory Affairs
National Association of Real Estate Investment Trusts

Victoria P. (“Penny”) Rostow is an expert in financial sector regulation and global capital market and corporate governance policy. She currently serves as Senior Vice President, Policy & Regulatory Affairs for the National Association of Real Estate Investment Trusts (Nareit), where she represents the publicly traded real estate industry in matters related to global capital market regulation. Penny has more than 25 years of experience in financial services regulatory and policy matters, in both the private and public sectors. She speaks and writes frequently on financial services regulatory and policy issues and has taught at the Georgetown University Law Center and at the International ... (view full description)

Nicholas Sapirie

VP, Capital Markets
Fannie Mae

Nicholas Sapirie is Vice President – Capital Markets reporting to the Senior Vice President – Single-Family Capital Markets. Sapirie manages Investor Engagement and Advocacy for Single-Family Capital Markets, collaborating with all areas of Capital Markets to develop strategies on how to promote Fannie Mae’s offerings, regularly engaging with dealer research analysts, and educating investors on our programs. Additionally, he serves as an information conduit to the Single-Family Leadership Team about activities, policies, products, and other factors that may influence the performance of Fannie Mae’s securities. Previously, Sapirie served as Vice President – Capital Markets Analytics, pr ... (view full description)

Jeremy Schneider

Senior Director, U.S. RMBS
S&P Global Ratings

Jeremy Schneider is a Senior Director and Sector Lead for U.S. Residential Mortgage-Backed Securities (RMBS) within the Analytics & Research Group at S&P Global Ratings. Jeremy focuses on analytics, market developments, and outreach related to mortgage finance, housing, and credit as it relates to U.S. RMBS.   Jeremy joined the U.S. RMBS group of S&P Global Ratings in 2006. Since then, he has worked in both the new issuance and surveillance groups focused primarily on ratings and criteria development. Jeremy was heavily involved in criteria development for U.S. RMBS new issuance and surveillance of outstanding legacy U.S. RMBS ratings. He also publishes numerous comme ... (view full description)

Liz Scholz

Associate Director, Risk Management

Liz has been with the Federal Housing Finance Agency (FHFA) for over nine years and currently serves as the Associate Director for the Office of Strategic Initiatives and Risk Management.  This office is responsible for overseeing all activities related to the Single Security Initiative, the Common Securitization Platform (CSP) and Common Securitization Solutions (CSS).  In addition, Liz is responsible for the Conservatorship risk reporting and risk monitoring activity across the single-family, multifamily and retained portfolio sections of Fannie Mae and Freddie Mac.  Liz also spent three years leading credit risk and operational risk examination activities.   She holds an MBA in finance fr ... (view full description)

Roman Shimonov

Managing Director
Annaly Capital Management

Roman Shimonov is a Managing Director within Annaly's Residential Credit team and is responsible for managing Annaly's CRT portfolio. Roman joined Annaly in 2014 from the Federal Reserve Bank of New York where he was involved in managing some of the Fed's Financial Crisis emergency lending facilities  and subsequently managed a team responsible for the analysis of mortgage markets and execution of large-scale asset purchases in Agency MBS. Prior to joining the NY Fed, Roman was a Vice President in Goldman Sachs' Structured Products Trading team. Roman holds a Bachelor's degree in Finance and Accounting from NYU's Stern School of Business and is a CFA Chart ... (view full description)

Kendal Sibley

Hunton Andrews Kurth LLP

Kendal focuses on federal income tax issues related to real estate investment trusts (REITs), structured finance and securitization, and investment funds. Kendal has experience in the representation of REITs, private investment funds, REMICs, publicly traded partnerships and other pass-through entities. Kendal has represented issuers, underwriters, servicers and guarantors in various aspects of federal income tax structuring of capital markets transactions and joint ventures. Before joining the firm, Kendal was a law clerk for the Honorable Karen J. Williams, U.S. Court of Appeals for the Fourth Circuit (2002-2004), and was a certified public accountant (1999). ... (view full description)

Rob Smith

EVP, Chief Risk Officer
National Mortgage Insurance

Robert Smith joined National MI in 2012, and has more than 18 years’ experience in the mortgage and financial services industry, including previous roles at Washington Mutual and PMI Mortgage Insurance.

He is a Chartered Financial Analyst (CFA), holds a master’s degree in Engineering from Stanford University and an MBA from Stanford’s Graduate School of Business.

Matt Spoerlein

Head of CRT Trading

Matt Spoerlein joined StoneX in December 2020 as a Managing Director overseeing CRT and ABS secondary trading. Matt has 15 years of industry experience, having previously worked as a Managing Director at Bank of America running the CRT & AltA Trading efforts.  Matt has been routinely recognized by industry surveys and the GSE as a top liquidity provider in the space. Prior to trading Credit Risk transfer and legacy residential bonds, he worked on the Bank of America Consumer ABS trading desk 2007-2012. Matt graduated with a BS in Economics from Guilford College in 2006.

Mary Stone

Managing Director
Bank of America

Mary Stone (Managing Director, Head of Securitization and Advisory): Ms. Stone joined BofA Merrill’s Mortgage Finance group in 2009 where she is responsible for the residential mortgage securitization and advisory business. Ms. Stone manages a banking team responsible for structuring and executing mortgage transactions tailored to accommodate the needs of their clients. Prior to BofA Merrill, Ms. Stone was a Senior Vice President in the Lehman Brothers residential mortgage securitization team. Prior to joining Lehman Brothers, Ms. Stone worked in the securitization advisory practice at PricewaterhouseCoopers. Ms. Stone holds a BBA in Finance from The College of William and M ... (view full description)

Gina Subramonian Healy

Vice President, Credit Risk Transfer
Freddie Mac

Gina Subramonian Healy is the Vice President of Credit Risk Transfer.   In this role, Healy is responsible for overseeing all insurance risk transfer functions to transfer portion of single family credit risk in residential mortgage market including reinsurance (ACIS), mortgage insurance portfolio management and developing risk transfer strategies to support various forms of credit enhancement.     Prior to joining Freddie Mac, Healy was appointed as Chief Financial Officer of NASDAQ Europe (serving as an officer of parent NASDAQ Stock Market) where she was responsible for capital raising, strategic initiatives to expand globally, executing mergers & acquisitions, and managin ... (view full description)

Naa Awaa Tagoe

Senior Associate Director, Office Of Financial Analysis, Modeling & Simulations
Federal Housing Finance Agency

Naa Awaa has led the Office of Financial Analysis, Modeling and Simulations in the Division of Housing Mission and Goals since 2011.  She leads the teams providing regulatory oversight for the Enterprises’ Single-Family and Multifamily Credit Risk Transfer programs, financial eligibility requirements for approved mortgage insurers (PMIERs) and non-bank seller/servicers, non-performing loan sales and Dodd-Frank Act Stress Tests.    Naa Awaa led the development of a proposed regulation on capital requirements for Fannie Mae and Freddie Mac, and the Conservatorship Capital Framework which provided the foundation for the proposed capital regulation.    Prior to joining FH ... (view full description)

Kenny Turner

Vice President Capital Markets
Enact Mortgage Insurance

Kenny Turner is the director of insurance capital markets at Genworth U.S. Mortgage Insurance, a unit of Genworth Financial, Inc.   Kenny leads our capital markets efforts, which includes corporate development activities including the development and execution of our portfolio MI business strategy, reinsurance, structured settlements, and other strategic initiatives.  Kenny has served in a variety of leadership roles including commercial, finance, policy & government relations, and capital markets.  He previously led our pricing and structured transactions groups, led the development of our reinsurance program, and continues to participate across the industry on key policy an ... (view full description)

Christian Valencia

Vice President, SF CRT Capital Markets
Freddie Mac

Christian Valencia is the Vice President of Credit Risk Transfer Capital Markets in Freddie Mac’s Single-Family division. He manages the core transaction team that issues the Structured Agency Credit Risk debt notes (STACR), Freddie Mac’s flagship CRT program. This includes managing the day to day aspects of the program as well as relationships with different dealers that underwrite the STACR transactions. In addition, he helps to further enhance the programs and/or structures that transfer single family credit risk to private investors. During his tenure with Freddie Mac he has led some of the enhancements in STACR program including moving the program to actual losses, iss ... (view full description)
Sign In
Sign in with LinkedIn
Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 4th Annual Credit Risk Transfer Symposium


Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

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

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

*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 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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password