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***SOLD OUT - IMN’S EUROPEAN CLOS & LEVERAGED LOANS CONFERENCE***

We are thrilled to announce our upcoming European CLOs and Leveraged Loans Conference is a sell-out event! If you are interested in attending the conference, we can add you to our waitlist and will be in touch if any spots become available. The waitlist places will open on a first-come first-served basis. Please email carnold@imn.org to add your name to the waitlist.

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IMN
This is a past event please click  HERE  for the upcoming program.

Marco Angheben

Head of Business Development & Regulatory Affairs
European DataWarehouse GmbH

Marco joined European DataWarehouse GmbH (EDW) as Director Business Development in January 2013. EDW was created by a diverse set of shareholders in June 2012 as a result of the European Central Bank ABS Loan-level Data Initiative. EDW vision is to create a central point where institutions, associations and national agencies lodge their data and information in an open, transparent and trusted environment. EDW delivers products that are simple to operate, simple to price and available to all. EDW operates as a utility providing a range of services and products for ABS, ACC and covered bonds. Previously, Marco coordinated with a team of advisors the implementation of the ECB ABS Loan-Lev ... (view full description)

Vedanta Bagchi

Director, Investment Office
Commerzbank AG

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

Nuno Caetano

Director & Portfolio Manager
Invesco

Nuno is a director in Invesco's Senior Secured Bank LoanGroup. He has 18 years of investments experience. Prior to joining Invesco in 2010, Nuno was a vice president and portfolio manager with Morgan Stanley, a position he held since late 2006. Previously, Nuno was a vice president in the Leveraged Finance Portfolio Group at Citigroup. While at Citigroup, Nuno also held positions as a senior associate in the European Deal Structuring & Origination team, an associate banker in the firm's Global Banking franchise and a warrants trader in its Corporate & Investment Bank. He received a Bachelor of Science in business administration and a Master of Science in corporate finance ... (view full description)

Carlos Castro

Director-Financial Engineering
Moody's Analytics

Carlos Castro, Director in the Content Solution Structured Finance team, has worked for Moody’s Analytics for the past 11 years from MA’s London office. He managed a number of CSS (previous known as SAV) client relationships in Europe, where he has and continues to provide custom implementation services, client support, analysis and advice across all structured finance asset classes. He also has extensive experience developing cash flow models for structured finance transactions of all asset classes, with significant focus on EMEA RMBS and ABS. Mr Castro has spearheaded our ongoing efforts to improve data accuracy and completeness for EMEA securitizations. Prior to joining Moody’s, Mr. Castr ... (view full description)

Brendan Condon

Vice President, CLO Origination
Deutsche Bank

Brendan Condon is a Vice President in the European CLO Origination team at Deutsche Bank.  He was previously a Senior Director at Fitch Ratings having worked in the European Leveraged Finance and European Structured Credit teams.  He also worked at Ellington Management Group as a Structured Products Analyst.  He has a bachelors in Economics and Information Systems as well as an MBA from the University of Notre Dame.

Gianluca Consoli

Portfolio Manager
PGIM

Gianluca Consoli, CFA, is a Vice President and Portfolio Manager in PGIM Fixed Income's European Leveraged Finance Team , based in London. Mr. Consoli is primarily responsible for managing bank loans and high yield bonds across multiple mandates. Previously, he was a credit analyst in the European Leverage Finance Credit Research Team where he covered the industrials, building materials, speciality financials and travel and transport and debt collector sectors. Prior to joining the Firm in 2019, Mr. Consoli worked at ColumbiaThreadneedle Investments as a credit analyst for 6 years, with the last 1.5 years also spent working as a portfolio manager. He commenced his career at Citi as a Credit ... (view full description)

Ed Eyerman

MD and Head of European Leverage Loans.
Fitch Ratings

John Finn

Associate Director, Structured Credit
S&P Global Ratings

John Finn is an Associate Director in the Structured Credit team based in Paris. Since joining S&P Global Ratings, in June 2019, he has been working on the assignment and surveillance of new issue ratings to CLO and SME transactions.  
 
Before working at S&P Global, John worked for Deloitte Consulting, Fitch Ratings and JPMorgan in the United Kingdom.

Elizabeth Fitzgibbons-Butler

Head of Sales for Debt and Debt Capital Markets Europe
AlterDomus

Elizabeth joined Alter Domus in December 2020. She is based in London and is responsible for the strategic and revenue growth of the illiquid and debt capital markets offering, across restructuring, middle office and agency services, in line with our VCP project dedicated to DCM acceleration in Europe.  Elizabeth is responsible for managing our European Debt Capital Markets sales teams and is a recognised commercial leader with a proven track record, on both buy and sell side. Elizabeth has over 21 years’ experience across the financial servicing industry including Wealth Management, Treasury Services, Issuer Services, Cash Management, Capital Markets, Asset Servicing and ... (view full description)

Sabrina Fox

Chief Executive Officer
European Leveraged Finance Association

Sabrina is the Chief Executive Officer for the European Leveraged Finance Association, an investor-only trade association comprised of European leveraged finance investors from 50 institutional fixed income managers, including investment advisors, insurance companies, and pension funds. The ELFA seeks to support the growth and resilience of the leveraged finance market while acting as the voice of its investor community by promoting transparency and facilitating engagement among European leveraged finance market participants.   Sabrina is a recognised expert in the European leveraged finance market focused on increasing transparency, improving disclosure standards, and educating ... (view full description)

Gabriele Gramazio

Senior Director, Structured Credit
KBRA

Gabriele Gramazio Director, Structured CreditGabriele Gramazio is a Director at Kroll Bond Rating Agency Europe Limited (KBRA), based in our London office, where he focuses on European Structured Finance transactions. Prior to joining KBRA, Gabriele was a primary and surveillance analyst for 12 years in the European Structured Finance Group at Moody’s Investors Service, with a particular focus on Italy and the UK. While at Moody’s, he acted as lead analyst for a wide range of securitizations including CLOs, ABS SME, RMBS, ABS, and NPLs. Gabriele holds an MSc in banking and international finance from the Business Scho ... (view full description)

Tomasz Gruszka

Director;Senior Structurer, CDO TRADING EMEA
Bank of America

Gordon Kerr

Managing Director, Head of European Research
KBRA

Gordon Kerr is Head of European Research at Kroll Bond Rating Agency Europe Limited (KBRA), where he actively engages with investors and market participants on various aspects of European fixed income markets. Gordon is based in our London office and regularly publishes commentary and insight on various topics and issues facing the European capital markets. Prior to joining KBRA, Gordon was head of European structured finance and covered bond research at DBRS Morningstar for eight years, publishing topical research on structured finance and covered bonds. His other responsibilities included taking the lead in global ESG research and outreach, as well as heading a ... (view full description)

Carine Kumps-Feniou

Vice President - Senior Credit Officer
Moody's Investors Service

Carine Kumps-Feniou is a Vice President – Senior Credit Officer in Moody’s Structured Finance Group in London. Since September 2010, she has been the lead analyst of various EMEA transactions and programs, including leveraged loan CLOs, ABCP and ABS. Prior to this assignment, Carine was Moody’s key point person for Servicer Quality (SQ) assessments in the EMEA region. Before joining Moody’s in June 2007, Carine worked as a capital markets director and risk leader for European structured finance division at Genworth Financial Mortgage Insurance Ltd. Earlier in her career she spent eight years with GE Capital Europe where she held various positions mainly within its capital ... (view full description)

Matthew Layton

Partner
Pearl Diver Capital

Matthew joined Pearl Diver Capital in 2009 and has 12-years of buy side credit experience in structured credit, leveraged finance and high yield. Matthew heads the credit division of Pearl Diver Capital and is a member of the senior investment committee.  Matthew  previously worked as a credit analyst for Alcentra where he was responsible for a portfolio of investments totalling €1.5bn in value.  Matthew specialised in sectors that included Publishing/Media/Leisure/Gaming/Restaurant/Waste Management and worked with the special situations distressed team.  Matthew has a Bsc in Economics from University of Wales, Swansea UK.

Michelle Manuel

Structured Credit | Portfolio Manager
Investec

Michelle is co-portfolio manager within the structured credit team at Investec Bank Limited with a particular focus on CLOs. Michelle joined Investec Bank in 2003 and has covered various aspects of the structured credit market from both structuring to investing . She entered banking after completing her accounting articles at PwC in the Financial Services sector.
 

Rebecca Mun

Director & Lead Analyst
S&P Global Ratings

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

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Matthias Neugebauer

Managing Director & Head of European Structured Credit
Fitch Ratings

Matthias Neugebauer currently manages the Structured Credit Team within Fitch Ratings’ European Structured Finance group. Prior to this, he worked with the European quantitative research team focusing on model and criteria development. Matthias joined Fitch Ratings in November 2000 as a member of the residential mortgage-backed securities team (RMBS). In that role, he was responsible for rating German, Dutch, and UK RMBS transactions, and was involved in criteria development, especially for cash flow modeling and structural analysis. Matthias holds a masters degree in finance and economics from Durham University, and an engineering degree from Cottbus University. He r ... (view full description)

Brian Nolan

CLO Structuring
PGIM Fixed Income

Brian Nolan is a Vice President and Head of CLO Structuring in Europe. Mr. Nolan is responsible for supporting the group's portfolio structuring and administrative functions, including analysis, strategy, compliance, and reporting. He is also a member of the board of directors of PGIM LOM and assists with developing and implementing the firm's business strategy. Prior to joining the Firm in 2018, Mr. Nolan worked as an Associate Director in the structured credit team at both S&P Global and Fitch Ratings. Mr. Nolan received an M.Sc. in International Finance from The National University of Ireland, Galway
 

Conor O'Toole

Managing Director, Head of European Asset Backed Research
Deutsche Bank

Conor O’Toole Heads up European Securitisation Research and is Global Head of CLO Research at Deutsche Bank having joined in November 2006. Conor started his career in structured finance on the buy side at Allied Irish Banks plc (AIB) in Dublin before moving to Sumitomo Trust & Banking Ltd in London in November 2004 where he latterly acted as a portfolio manager. Conor was responsible for investment and management of a European Investment Grade ABS portfolio including RMBS, ABS, CMBS and CDOs. At Deutsche Bank he covers the full spectrum of European ABS product where he has published market leading reports on peripheral RMBS, UK Non-Conforming, CLOs and CMBS sectors amongst others. Conor ... (view full description)

Dimitris Papadopoulos

Managing Director
Credit Suisse International

Mr. Dimitris Papadopoulos is a Managing Director of Credit Suisse in the Investment Banking division, based in Canary Wharf. He is Head of CLO Origination and Syndication for Europe. Dimitris joined Credit Suisse in January 2021 from Natixis where he was a Managing Director running the CLO team as well as structured credit syndicate. Prior to that, Dimitris held senior positions in Sales, Structuring or in the buy-side for structured credit products for a number of firms including amongst others RBC, BNP Paribas, CIBC and JP Morgan. Dimitris holds a degree in Statistics and Insurance from the University of Piraeus and an MSc in International Securities, Investment and ... (view full description)

Rachit Prasad

Portfolio Manager
Orchard Global Asset Management

Loic Prevot

Portfolio Manager
Cairn Capital

Loic Prevot is a portfolio manager at Cairn Capital, responsible for performing loan strategies within CLOs, funds and managed accounts. Prior to joining Cairn in 2017, Loic worked for seven years at Citi where he was a director on the loans and distressed debt trading desk in London. Prior to that, he worked at GSC Group, a credit focused alternative asset manager, where he invested for the CLOs and the mezzanine funds. Loic started his career in the graduate programme of Citigroup and has 18 years of experience in the finance industry. Loic holds an MSc in Management (Grande Ecole) from EM Lyon business school, France.

 

Claire Puddicombe

Partner
Cadwalader, Wickersham & Taft LLP

Claire Puddicombe is a partner in Cadwalader’s Capital Markets Group in the London office. Her practice is concentrated on securitisation, with particular focus on CLOs. She represents banks, arrangers, collateral managers and warehouse finance providers in connection with a variety of European CLO 2.0 transactions and loan warehouse facilities, including advising MUFG Securities in respect of the NIBC-managed €400 million North Westerly VI European cash flow CLO transaction, the first CLO to consider ESG factors across all its investments.


 

Till Schweizer, CFA

Senior Portfolio Manager
Partners Group

Till Schweizer is part of the Syndicated Debt business unit, based in London. He is a member of the Global Liquid Debt Investment Committee and is the Portfolio Manager of the Penta CLOs. He has been with Partners Group since 2007 and has 16 years of industry experience. Prior to joining Partners Group, he worked at UBS and Credit Suisse. He holds a master’s degree in banking and finance from the University of St. Gallen (HSG), Switzerland. He is also a CFA charterholder.
 

Rasmus Secher

Director, Head of Quantitative & Structured Credit Research
Capital Four

Dheeraj Sharma

Vice President
PGIM

Nick Shiren

Partner
Cadwalader, Wickersham & Taft LLP

Nick Shiren is a partner in the Capital Markets Group in Cadwalader’s London office. His practice focuses on a broad range of capital markets and financing transactions, focusing on structured finance. Nick has extensive experience in derivative products, structured credit transactions (including collateralised loan obligations) and securitisation transactions (including securitisations of residential and commercial mortgages and consumer assets). He represents leading investment banks, arrangers, issuers and collateral managers in transactions throughout Europe and the United States.

Kilian Sutz

Director, CLO Structuring & Origination
Bank of America

Andrea Tortora

Head of European Modelling and Content
Trepp LLC

Andrea is Head of European Modelling and Content at Trepp. He also leads the CLO team at Trepp, overseeing both the US and European CLO market. Before joining Trepp, he worked at Deloitte where he led a team of specialists in the valuation of asset-backed securities and loan portfolios on both audit and assurance engagements. Previously, he worked at Moody’s Investors Service as a rating analyst on both SME and broadly-syndicated loan CLOs in the EMEA primary market. He started his career as risk manager in one of the main financial institutions in Italy, specialising in direct and indirect real estate investments. A ... (view full description)

Marc Touboul

Director
Bain Capital Credit

Nicholas Voisey

Managing Director
Loan Market Association

Nicholas has been active in the loan market for over 25 years, most recently at KPMG and before that as Head of Syndications at National Australia Bank for 10 years. Prior to that, he held senior corporate banking roles for Japanese and North American institutions. He has a wide experience of the debt product, both primary and secondary, covering corporate, leveraged, real estate, structured and project finance. He joined the LMA in 2008 and currently handles, amongst other things, regulatory matters for the Association. He was also responsible for editing ‘The Loan Book’ and ‘Developing Loan Markets’ which were published in 2011 and 2013 respectively by the LMA; the former analysed the impa ... (view full description)

Tyler Wallace

Portfolio Manager
Fair Oaks Capital

Mr. Wallace is a Managing Director and Portfolio Manager at Fair Oaks Capital, based in London.  At Fair Oaks he is responsible for corporate credit investments including the management of the Fair Oaks Loan Funding CLO program.  Prior to joining Fair Oaks, Mr. Wallace was Head of Corporate Credit at Mediterranean Bank Plc where he built  the corporate credit platform that invested in leveraged loans, high yield bonds and direct lending opportunities. In addition to sourcing c. €3bn of leveraged loans and high yield bonds, he completed the acquisition of two CLO loan portfolios and was responsible for the issuance of one of the best performing CLO 2.0 transactions (Creditflux Award Winne ... (view full description)

Domitille de Coincy

Director - Financial Engineering
Moody's Analytics

Domitille de Coincy, Director and head of EMEA Investors - Structured Finance desk, has been working at Moody's Analytics for the past 9 years, based in London. She is responsible for Structured Finance solutions for Investors in EMEA and provides custom implementation services, client support, analysis and advice across all structured finance asset classes. Prior to this, Domi was responsible for Regulatory & Risk Solutions for Structured Finance in EMEA, where she developed and implemented solutions for IFRS 9 and stress testing for securitizations. Before this, she was part of the financial engineer modeling team where she developed expertise in building cash flow models for all struc ... (view full description)
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Event Contacts for 9th Annual Investors' Conference on European CLOs & Leveraged Loans

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

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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