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Fahd Basir

Managing Director
Prytania

Fahd is a Managing Director at Prytania Asset Management, a firm that invests in global securitized credit across the capital structure utilizing both absolute and relative value strategies. Previously, he was a Director at 25 Capital Partners where he helped launch a mortgage opportunities fund and prior to that he was a Portfolio Manager at Atlantic Asset Management where he managed a $1.1 bn TALF portfolio.   Fahd’s fourteen years of experience in structured credit also includes various advisory and lending roles at Bank of America and UBS, where he was involved in over $44bn in transactions across a number of asset classes including mortgages, student loans, auto loans and le ... (view full description)

Fatima Batalvi

Analyst, Structured Product and Corporates
New Century Advisors

Fatima Batalvi is a Credit Analyst at New Century Advisors. Fatima has over 15 years of experience in evaluating a broad spectrum of fixed income securities including securitized debt,  high grade and high yield corporates. Prior to joining New Century Advisors, Fatima was VP, Credit Analyst at Eaton Vance Investment Managers. Prior to joining Eaton Vance, Fatima was a Senior Credit Analyst at Calvert Investments. Fatima received a Master of Science degree in Finance from Seattle University in 1995 and an MBA from the Institute of Business Administration, Karachi, Pakistan in 1992.   Fatima is a CFA charter holder and regular member of CFA Institute since 1999.
 

Batur Bicer

Managing Director
Napier Park Global Capital

Batur Bicer is a Managing Director focusing on investment strategies related to structured credit products both in cash and synthetic markets at Napier Park Global Capital (“Napier Park”). Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to CCA, Batur served two years as Vice President at Goldman Sachs as a Credit Strategist covering primarily credit derivative products where he was responsible for recommending trade ideas and providing quantitative solutions for both internal and external clients. Prior to Goldman Sachs, Batur worked as a Credit Strategy Research Analyst for five years at Barclays Capital where he publ ... (view full description)

Dave Blide

Managing Director
Fixed Income Investor Network

Dave Blide joined the Fixed Income Investor Network as Managing Director in March of 2019.  Prior to joining FIIN, Dave was the Publisher of The Institutional Investor Journals research group, where he managed such publications as The Journal of Portfolio Management, The Journal of Structured Finance, The Journal of Fixed Income, among others.  Dave spent the majority of his career within the Journals research business going back to 2004, and most recently worked with Frank Fabozzi on the development and launch of The Journal of Financial Data Science in January 2019. Other new publications launched during his tenure include The Journal of Retirement ... (view full description)

Jim Callahan

Executive Director
Pentalpha

Olga Chernova

Chief Investment Officer
Sancus Capital Management

Ms. Chernova is the Founder and CIO of Sancus Capital Management. She launched the management company and Sancus Capital Select Master fund in August of 2009 securing a “seed deal” from Citigroup’s Fund of Fund business. Ms. Chernova has been involved in the credit derivatives market since its inception in 1999, trading single name CDS, CDX Indices, tranches and options, as well as developing credit event settlement protocols at the early stages of the market. Prior to Sancus, Ms. Chernova was a Managing Director at JPMorgan, serving as Head of North American Credit and Structured Credit for the Proprietary Positioning Business from 2007 to 2009. At JPMorgan, Ms. Chernova gu ... (view full description)

Gil Crawford

Chief Executive Officer
MicroVest

Mr. Crawford is Chief Executive Officer of MicroVest. He is responsible for leading the company’s investment operations and strategy since MicroVest’s founding in 2003. As MicroVest’s CEO, he led the launch of MicroVest I, LP, the first commercial private equity vehicle focused on microfinance in North America. Mr. Crawford has over 25 years experience with microfinance institutions and capital markets across the globe. Before helping to found MicroVest Capital Management, Mr. Crawford worked for the Latin American Financial Markets Division at the International Finance Corporation (IFC), and focused on investments in microfinance institutions. Prior to joining IFC, Mr. Crawford ... (view full description)

Kyra Fecteau

Vice President, Investment Strategist
Loomis, Sayles & Company, L.P.

Kyra Fecteau is a vice president of Loomis, Sayles & Company and investment strategist for the mortgage and structured finance team. She is responsible for aiding the fixed income product teams in implementing optimal securitized strategies and generating relative value trade recommendations across all segments of securitized assets. Kyra joined Loomis Sayles in 2015 as a portfolio analyst and was promoted to senior portfolio analyst in 2017, and later to investment strategist in 2018. She has 10 years of investment industry experience. Previously, Kyra worked at Merganser Capital Management where she was a structured products research analyst, trader and co-portfolio manager ... (view full description)

Vincent Fiorillo

Head of Global Relationship Management
DoubleLine Capital

Mr. Fiorillo is a founding member of DoubleLine. He is the head of Global Sales. Prior to joining DoubleLine in 2009, Mr. Fiorillo was previously a Managing Director at TCW for the previous four years, where he oversaw ABS and CMBS trading. Mr. Fiorillo was an Executive Director with Morgan Stanley. Responsibilities at Morgan Stanley included developing mortgage origination providers into the Morgan Stanley Conduit and expanding the Firm's activity in both the Asset-Backed and Commercial Mortgage Backed securities markets.  Prior to joining Morgan Stanley, Mr. Fiorillo was the Co-Head, Managing Director of the Mortgage-Backed Securities Group at Smith Ba ... (view full description)

Alyssa Irving

Fixed Income Portfolio Manager
Wellington Management

Alyssa is a fixed income portfolio manager on the Financial Reserves Management (FRM) team, responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients. Additionally, she manages select constrained structured-finance portfolios. She is also a member of the Short Duration Strategy Group and the Structured Finance Strategy Group. Alyssa is active in Wellington Management Committees and broader industry diversity efforts as a member of the Advisory Board of the Wellington Management Foundation and as a founding member of the Insurance Women’s Investment Network (IW ... (view full description)

Eric Kaplan

Director, Housing Finance Program
Milken Institute - Center for Financial Markets

Eric Kaplan is the director of the housing finance program within the Center for Financial Markets, where he focuses on the restoration of the U.S. housing finance ecosystem to a state of sustainable health. Kaplan concentrates on the interplay among policymakers, regulators, and industry stakeholders regarding the roles of public and private capital, securitization reform, and lending and servicing practices.  Kaplan brings a 24-year career in housing finance to the Institute, involving a range of roles and responsibilities at various firms, providing a multifaceted perspective on loan, transaction, industry, and policy-level issues. He most recently served as managing partner a ... (view full description)

Manish Kapoor

Managing Principal
West Wheelock Capital

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 experienc ... (view full description)

Eric Kolchinsky

Director Structured Securities Group
National Association of Insurance Commissioners

Eric Kolchinsky is the Director of the newly established Structured Securities Group in NAICs New York office. Eric moved to this permanent position after serving as NAIC's consultant for the RMBS valuation project since 2009. Eric has also consulted for the Wisconsin Office of the Commissioner of Insurance regarding the rehabilitation of Ambac Assurance Corporation. He has testified before Congress about certain rating practices at his prior employer, Moodys Investors Service. Eric served more than eight years with Moodys, where he was Managing Director responsible for ABS CDOs, managed the CDO analytics platform and was Head of Methodology for Structured Finance valuations for Moody's Anal ... (view full description)

Joseph Lau

Managing Director & Chief Operating Officer
Lord Capital LLC

Joe is in charge of origination activities for LordCap, and also serves as Portfolio Manager for the LordCap green family of funds.  Prior to joining LordCap he headed Term Non-Traditional ABS at RBC Capital Markets, where he also started the European Term ABS practice.  At Deutsche Bank he was responsible for the Credit Solution Group’s $4 billion student loan lending book and capital markets business for consumer unsecured, student loan and certain non-traditional ABS asset classes.  In addition, Joe began his career at JP Morgan, followed by more than a decade at Barclays Capital in ABS team covering a variety of assets classes.    He received his M.B.A. from Oxford University ... (view full description)

Robert McDonough

Director of ESG and Regulatory Initiatives
Angel Oak Capital

Rob is the Senior Research Manager of Angel Oak Capital Advisors, LLC, an asset manager focused on structured credit investment strategies and the securitization of mortgage-related assets.  He currently coordinates the firm’s research and publication activities on a variety of financial and risk management topics.  He previously led Angel Oak’s financial institution advisory practice, managing client engagements which included risk model validations, strategic and regulatory stress testing implementations, and investment portfolio risk and performance assessments.  Rob was Angel Oak’s Chief Risk Officer from 2012-2014 and initiated the organization&rsqu ... (view full description)

Chris Miller

Director
TIAA Investments

Chris Miller is a Director in the Private Capital group at TIAA, helping originate and manage corporate and structured finance private placement investments. He has been in the Private Capital group for 7 years, having previously worked on the derivatives desk at TIAA. Prior to TIAA, Chris worked on the corporate funding desk at Bank of America. He is a CFA charterholder and has his degree in Finance from Creighton University.

John Mizzi

Chief Strategy Officer
Bond.One

John has spent his career working across strategy, business development and marketing organizations at financial services companies. He joined the leadership team at Bond.One in 2017. John leads all strategic initiatives for Bond.One, working across business development and technical product teams to design the platform, develop partnerships and navigate the regulatory landscape. Previously, he was an Associate at GCM Grosvenor, an alternative asset manager, after starting his career at Bank of America Merrill Lynch. He attended the University of Michigan, graduating with a Bachelor of Arts degree in Economics. John currently sits on the Board of Directors for the McC ... (view full description)

Shari Noonan

Chief Executive Officer
Rialto Trading Technology

Shari Noonan is Rialto Trading’s CEO and has more than 20 years of experience in the financial services industry. Rialto Trading delivers electronic trading solutions to participants in the corporate bond market.  Shari has extensive experience in building and scaling operations and products with Deutsche Bank, Goldman, and Instinet and was directly involved in the electronification of the Equities market.  She worked to develop many of the initial products in equities electronic trading, including dark pools, advanced algorithms, and electronic negotiations.  She received a BS in Accounting from Marquette University and MBA from Columbia University and holds Series 3,7,24,55,63 registration ... (view full description)

Alessandro Pagani

‎Vice President, Portfolio Manager, Head of Mortgage and Structured Finance; Chairman, FIIN
Loomis, Sayles & Company, L.P.

Alessandro Pagani is a vice president of Loomis, Sayles & Company. He is the head of securitized assets for the fixed income group, leading his team in developing investment strategies for mortgage pass-through, asset-backed, residential and commercial mortgage-backed securities across all fixed income products. He is also a co-portfolio manager for the Loomis Sayles securitized investment strategies. With 18 years of investment industry experience, Alessandro joined Loomis Sayles in 2008 from Cambridge Place Investment Management, a specialty manager of credit sensitive structured securities, where he was co-head of global research and credit. Alessandro was also a direc ... (view full description)

Troy A. Paredes

Former Commissioner
U.S. Securities and Exchange Commission

Troy A. Paredes is the founder of Paredes Strategies LLC. From 2008-2013, Paredes was a Commissioner of the U.S. Securities and Exchange Commission, having been appointed by President George W. Bush and confirmed by the U.S. Senate.  Paredes served as an SEC Commissioner during an especially historic time at the SEC and for our economy – namely, throughout the financial crisis and its aftermath, including the implementation of the Dodd-Frank Act.  He played a key role in rulemakings and other regulatory matters concerning all aspects of the SEC’s mission and securities regulation, including, among other things, antifraud and anticorruption, public company disclosures, capital for ... (view full description)

Mario Rivera

Managing Director
Fortress Investment Group

Mr. Rivera is a Managing Director  of the Fortress Credit Funds Business and co-heads the Structured Products Group. Mr. Rivera is responsible for sourcing, origination and investment strategies within this group, with a focus towards the secondary markets in asset-backed securities (ABS) and loans. Since joining Fortress in 2007, Mr. Rivera has analyzed, structured, and sourced over $4 billion in distressed residential backed mortgage securities (RMBS). Mr. Rivera also invested over $1 billion across a wide variety of asset classes including RMBS, Aircraft Leases, ABS CDOs, Consumer Debt, and Student Loans. Prior to Fortress, Mr.  Rivera was a Vice President at Pursu ... (view full description)

Anthony Schexnayder

Head of Business Development
KopenTech

Anthony serves as KopenTech's Head of Business Development and works side-by-side with investors and managers as they use KopenTech’s platform to simplify structured products.  Anthony has over 19 years’ experience working in the structured finance industry. Before joining KopenTech, Anthony spent several years focusing on FinTech solutions for private debt lenders and CLO managers/investors.  Most recently he directed sales for Mariana Systems, a software as a service (SaaS) fintech company focused on providing an end-to-end technology solution for some of the largest leveraged loan/CLO managers. Prior to his work in FinTech, Anthony had senior roles at Guggenheim Partners, Well ... (view full description)

Beth Sendra

Product Manager
Digital Asset

Beth Sendra is a Product Manager at Digital Asset, the leading provider of smart contract and distributed ledger technology solutions. Beth was one of Digital Asset’s first employees, joining before its launch in 2014. Prior to joining the Product team, she spent nearly three years as Head of Business Development.

Before Digital Asset, Beth was the Editor for a derivatives publication and extensively reported on the financial markets across equities, FX, credit, rates and global financial regulation for Derivatives Week, GlobalCapital Derivatives and Institutional Investor.

Ray Sturm

Founder & Chief Executive Officer
AlphaFlow

Ray Sturm is the Founder and CEO of AlphaFlow, an investment management company that specializes in alternative fixed-income real estate investments. AlphaFlow empowers real estate investors with the data, transparency, and tracking that used to be accessed only by investment professionals.   Ray is a leading entrepreneur in financial technology (FinTech). Prior to launching AlphaFlow, he founded RealtyShares, one of the industry's top platforms for real estate investing. His early career in finance included investment banking at Bear Stearns, Lazard Frères and CCMP Capital and serving as Director of Business Development for SmartDrive Systems. Ray ... (view full description)

Drew Sweeney

Managing Director
TCW Group Inc.

Mr. Sweeney is a Managing Director in the Fixed Income group where he trades leveraged loans. Mr. Sweeney joined TCW in 2015 from Bradford & Marzec, LLC where he managed loan strategies for both total return and CLO accounts as well as serving on the investment committee where he helped direct the firms overall investment strategy. Prior to Bradford & Marzec, Mr. Sweeney worked for Macquarie Group (fka Four Corners Capital Management) in Los Angeles, where he managed both bank loan and high yield bond investments. Prior to Four Corners, he evaluated leverage loan and bond opportunities for Columbia Management (Ameriprise Financial, Inc.). He also worked as an Analyst with ING Capital ... (view full description)

Leon Tatevossian

Adjunct Professor, Financial Mathematics and Engineering
NYU Courant and NYU Tandon

Leon Tatevossian is an adjunct professor in Mathematics in Finance at NYU Courant and in Finance and Risk Engineering at NYU Tandon.  From 2009-16 he was a director in Group Risk Management at RBC Capital Markets, where he covered market risk for securitized products in secondary-trading, origination, and proprietary-trading areas.  Leon's experience in the fixed-income capital markets includes positions as trader, quantitative strategist, derivatives modeler, and risk analyst.  His product background includes US Treasurys, US agency bonds, interest-rate derivatives, MBSs/ABSs, and credit derivatives.  Leon graduated from MIT (SB; mathematics) and was a gradua ... (view full description)

Hans Thomas

Executive Director
1/0 Capital LLC

Hans is a noted serial entreprenuer and fintech investor, featured in Bloomberg News, Asset-backed Alert and the Wall Street Journal for his work in new venture at 1/0 Capital and 10X Capital in NYC. He began his fintech career on the founding team at InternetCash (1999), a pioneering cryptography-based digital currency startup backed by the founder of Verisign, and then went on to become the founder of online jumbo mortgage firm RefinanceOne (2007 exit).  Most recently, Hans co-founded TheNumber, a revolutionary data & analytics platform widely used by top credit hedge funds, bulge bracket b ... (view full description)

Amir Vardi

Managing Director, Structured Products Portfolio Manager
Credit Suisse Asset Management

Mr. Vardi is a Managing Director of CSAM, based in New York. Mr. Vardi is a Portfolio Manager for CIG,responsible for analyzing, trading, and managing structured products. In addition, Mr. Vardi runs the new issue CLO formation efforts for CIG. Mr. Vardi began his career in leveraged finance research – portfolio strategy at Credit Suisse First Boston. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program

Fred Wang

Portfolio Manager
Hudson Cove Capital Management

Fred Wang co-founded the Fund in July 2009. Previously, Mr. Wang worked at Merrill Lynch & Co., Inc. from September 2006 and was most recently a senior portfolio manager in its non-mortgage ABS principal investments group. While at Merrill Lynch, Mr. Wang focused on investing in the consumer and commercial ABS sectors as well as structuring and executing asset based lending transactions. Prior to Merrill Lynch, Mr. Wang worked at Goldman Sachs from 2000 to 2006 in the Investment Management Division and more recently in the Special Situations Group, the principal investing arm within the Fixed Income Division. There, Mr. Wang specialized in purchasing distressed pools of consumer, commerc ... (view full description)

Ed Wu

Managing Director
VION Investments

Ed serves as Managing Director at VION Investments, with responsibility for deal origination and strategic initiatives.  VION deploys structured mezz/equity investments (broadly in the range of $20M-$200M) to businesses, turnaround managers, or lending institutions facing issues such as growth constraints, liquidity, covenant restrictions, and/or compliance, among others.  VION is able to purchase, administer, and collect all receivables, including those that are performing, nonperforming, reperforming, delinquent, and charged-off.  VION is well-capitalized, with access to over $5B in long duration, institutional committed capital through our PE backer (MHR Fund). Previously ... (view full description)
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Event Contacts for FIIN Annual Symposium

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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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