3rd Annual
Global Investors’ Conference on Securitisation in China
March 30 - 31, 2019
This is a past event please click  HERE  for the upcoming program.

Jim Ahern

Managing Director - Global Structured Finance
Moody's Investors Service

Jim Ahern, Managing Director – Global Structured Finance Group – is responsible for Moody’s securitization, structured finance and covered bond ratings businesses in the Americas, EMEA and Asia Pacific. Jim joined Moody’s in June 2014. Prior to Moody’s, Jim was Managing Director & Global Head of Securitization at Société Générale (SG) based in London. Prior to assuming this role in 2011, he held a number of positions of increasing importance at SG in New York including Co Global Head of Securitization, Head of Consumer ABS and Deputy Head of Securitization Credit Structures. From 1995 until joining SG in 2002, Jim Co-Headed the Structured Finance Group for Commerz ... (view full description)

Jinsong Ba

Deputy General Manager, Supply Chain Finance Department
China Minsheng Bank

Binbin Cai

Managing Director, Asia Pacific
Intex Solutions (Shanghai) Inc.

Binbin Cai is the Managing Manager of Intex Solutions China. He is experienced in structured products analysis and building analysis platform for Chinese and American clients. Before joining Intex, Binbin Cai worked for ZAIS Group (Shanghai), as an analyst focusing on structured finance product analysis; SAIL Financial, as partner focusing on structured finance and foreign exchange market analysis; Shanghai Clearing House, as product manager focusing on China Interbank Market interest rate and credit derivatives. Binbin Cai joined Intex in early 2016, covering Asia Pacific area BD and client support.   Intex Solutions, Inc. is the world's leading provider of structured fixed-inco ... (view full description)

Esheng Cai

Chairman
South Cooperation Center

Yun Cai

Secretary General, Commercial and Tourism Real Estate Professional Committee
China Real Estate Association

Mascha Canio

Head of Credit & Insurance Linked Investments
PGGM

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.
 

David Cao

Head of Financial Institutions & Co-Head of ABS Underwriting, Global Strategic Client Dept.
China Merchants Securities Co., Ltd.

Mr. “David” Menghui Cao, Executive Director and Head of Financial Institutions in the IBD Debt Financing Dept at CMS. Mr. Cao is responsible for financial institutions business, providing ABS, financial bonds, and other debt financing solutions. Mr. Cao leads the design and underwriting of RMBS, CLO, Auto ABS, Consumer Finance ABS, Leasing ABS, NPL ABS for large financial institutions, as well as CMBS, REITs, PPP ABS, etc. for enterprises. Mr. Cao has over 13 years of experience in Wall Street specialized in securitized products. From 2007 to 2016, Mr. Cao was a Managing Director and Partner at DFG in New York, where he was the Head of Research and Strategies. He led the derivati ... (view full description)

Tong Cao

Chairman
HDFH

Qiang Chai

Executive Vice President & Secretary General
China Institute of Real Estate Appraisers and Agents

David Chen

Chairman & Chief Executive Officer
F.O.G Capital & Asset Management Group

Jian Chen

Chief Product Officer
HDFH

Raymond Chen

Co-Secretary General
CAF100

Raymond is vice chairman and chief strategy officer at Xiamen International Financial Technology Ltd. (XFinTech), and CEO at Hangzhou Xiayuan Asset Management Co.  He is co-secretary-general of China ABS Forum of 100, chairman emeritus of Amoy Association of Asset-Backed Securitization, and an adjunct professor at the School of Management and Economics, the Chinese University of Hong Kong at Shenzhen. Raymond started his career in securitization in 1994, when he was a portfolio manager and head of mortgage analytics at Ocwen Financial. He also worked as a securitization banker at Greenwich Capital and Wachovia Securities, before relocating to Hong Kong and China in 2003. He co-founded t ... (view full description)

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)

Xiaobo Chen

Vice President, Investment Banking Committee, The Bond and Structured Finance Department
Zhongtai Securities Co., Ltd.

Yanchun Chen

Secretary General
Asset Management Association of China (AMAC)

Heiming Cheng

Founder & Chairman
Kailong Group

Jerome Cheng

Associate Managing Director, Structured Finance Group
Moody's Investors Service

Jerome Cheng has worked at Moody’s for more than 20 years. Based in Hong Kong, Jerome is an Associate Managing Director in the Structured Finance Group.  

Jerome is responsible for covered bonds and structured finance transactions in Asia (ex-Japan). His analysis of structured finance deals includes CDOs, CMBS, RMBS, consumer loans and equipment leases. He has worked on a number of first-time landmark securitization transactions across Asia.  

Jerome holds a Bachelor of Arts degree from The University of Hong Kong, and Bachelor of Law degree from Manchester Metropolitan University. 

Morgan Davis

Reporter
GlobalCapital

Morgan M. Davis has been reporting on the bond market in Asia for GlobalCapital, as well as on financial trends in the region for AsiaMoney, since October 2016. Morgan got her start in financial journalism in New York City, after receiving a Master’s Degree in journalism from Columbia University. She has worked as Associate Editor at NexChange, writing about fintech, and as a reporter at the Financial Times’ FundFire, reporting on asset management in the US. After beginning her professional life working for the Peace Corps, Morgan has developed a special interest in Emerging Markets and Sustainable Investing.
 

Kevin Dou

General Manager, Financial Management Center
Modern Land (China) Co., Limited

Addison Everett

Partner
PricewaterhouseCoopers Zhong Tian LLP

Addison has led a number of large-scale accounting consulting and financial statement conversion projects, related to primarily to capital markets activity and accounting standards change.  In successfully completing these projects, he has demonstrated the ability to marshal and coordinate the appropriate mix of professionals to provide our services as efficiently as possible. Addison has been based in Hong Kong and Mainland China for over 13 years and previously served as the Engagement Leader on the BOC Group financial statement audit.   Addison has previously served as the Leader of the PwC HK/China Accounting Consulting Services (“ACS”) group, which provides t ... (view full description)

Charles Fan

Co-Founder & Chief Executive Officer
Jin Yi Capital

Charles Fan is the co-founder and CIO at JinYi Capital. Prior to co-founding JinYi, Mr. Fan spent 5yrs at CIC, where he mainly managed the SWF's allocation in U.S. and Europe's structured credit strategies . Before CIC, Mr. Fan served in various roles with Equity and Credit Derivative Trading/Risk Management at Cheyne Capital and Deutsche Bank London . Mr. Fan  was educated at University of Manchester where he was awarded First Class in BSc in Mathematics and Management. He also earned a MSc in Applied Statistics from Oxford University. Mr. Fan is a CFA Charterholder and certified FRM.

Xiwen Fan

Chief Risk Officer
China-LAC Cooperation Fund

James Feng

Chairman
Poseidon Capital Group

冯剑云，博思恩资本创始人，曾任职于全球市值最大的上市私募基金之一Partners Group瑞士合众集团（管理超 过800亿美金），服务过全球最大的不良资产投资基金Apollo阿波罗资产管理公司（管理规模超过2000亿美金）、摩根士丹利、汇丰控股等金融及地产机构。
 
拥有近15年跨国金融、资本运作和房地产投资从业经验，包括不良资产收购和处置、困境企业的收购重组和破产重整、资本运作、资产证券化、基金管理等，参与的项目规模超 过100亿美金，项目经验横跨美国、 欧洲和亚洲。
 
冯先生是不良资产行业联盟的常务副主席、国际金融地产联盟的常务理事、中国政法大学金融不良资产研究中心的研究员。冯先生被《财经杂志》的财经智库评为2017年“中国不良资产行业10大行业人物”。毕业于美国纽约大学商学院获得MBA 学位。           
 

Paolo Gabriele

Head of Banks and Financial Institutions, Structured Finance
Finanziaria Internazionale

Paolo Gabriele has worked at Finanziaria Internazionale since October 2000. He has extensive experience in the origination, execution and structuring of securitisation and structured finance transactions for large Italian corporates and financial institutions across all major asset classes. He also participated in the analysis of infrastructure project finance transactions and the evaluation of investment opportunities in illiquid assets and loan portfolios. Paolo is currently Head of Banks and Financial Institutions at FISG S.r.l.
 

Ankit Garg

Executive Director, Credit Trading - Asset Backed Solutions, Financial Markets
Standard Chartered Bank (Hong Kong) Limited

Ankit is an Executive Director in Standard Chartered Bank, responsible for managing the securitised products balance sheet for Asia-Pacific. He has over 10 years of experience in trading and portfolio management. Based out of Hong Kong, Ankit’s focus is on trading and investments in the Asia-Pacific structured finance markets in cash and derivative products, including specialised financings. He has experience in a diverse mix of assets including RMBS, Consumer ABS, CLOs, CMBS and bespoke structures, in senior and mezzanine parts of the capital structure. Geographically he has overseen securitised exposures from US, Europe, Asia and Australia. Ankit has a Bachelor of Engineering from National ... (view full description)

Jim Hao

General Manager, Securitisation
JD Finance

Zhuqin He

Chairman
Chengyu Finance Leasing Co., Ltd.

Gaudi Hong

Head of Investment Banking and Asset Management Department, Shanghai Branch
Bank of China

Richard Hopkin

Managing Director & Head of Fixed Income, Capital Markets
Association for Financial Markets in Europe (AFME)

Richard Hopkin is a Managing Director in AFME’s securitisation division. He joined AFME in June 2010 after a 20 year career in European securitisation during which he held leadership positions at J.P. Morgan, Deutsche Bank and Société Générale. He has originated, structured and distributed financings backed by a wide variety of asset classes including residential mortgages, credit cards, auto, consumer and SME loans, from across Europe, Australia and the US.

Born and brought up in Wales, Richard read law at Cambridge University and before embarking on his banking career he qualified as a solicitor with leading international law firm Clifford Chance.

John Hsu

Head of Treasury Strategies
Angel Oak Capital

John is the Head of Treasury Strategies at Angel Oak Capital and is responsible for originating and managing all financing arrangements for new products, as well as for the firm’s investment advisory accounts.  Prior to joining Angel Oak, John was a Senior Vice President in Ocwen Financial Corporation’s Alternative Investment Group, where he developed partnerships that invested in NPLs, MSRs and Servicer Advances. He was also at SunTrust, MBIA and J.P. Morgan, where he focused on the formation and marketing of structured credit products. John has over 25 years of capital markets and structuring experience. John holds B.S. and B.A. degrees in Industrial Engineering and Economics f ... (view full description)

Eddie Hu

Partner
King & Wood Mallesons

Mr. Hu specializes in structure finance, securitization, syndication, loan & credit facility, M&A of financial institutions, real estate finance and tax . Mr. Hu has been practicing in China since 2004 and has extensive experience in advising major domestic and international commercial banks, investment banks, assets managers, hedge funds, private equity funds, developers and sponsors on China related projects, M&A transactions, structured finance, acquisition finance, real estate finance, financial institution acquisition, non-performing assets and other domestic and cross-border matters. Mr. Hu has advised a number of banks, auto finance companies, finan ... (view full description)

Jian Hu

Managing Director & Head of New Ratings for US Corporate Asset Securitization
Moody's Investors Service

Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. He is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China, and Co-Chair of China Market Committee of U.S. Structured Finance Association. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he ... (view full description)

Yanqiong Huang

Partner
Blue Stone Asset Management Co., Ltd.

Jonathan Insull

Managing Director
Crescent Capital Group

Mr. Insull is a Managing Director and Institutional Portfolio Manager of Crescent Capital Group LP, focusing on public and private credit markets. Since joining the team in 1997, Mr. Insull has served in a number of roles of increasing breadth, including Credit Analyst, Director of Research, Portfolio Manager and Private Credit Investment Committees Member. He previously worked as a credit officer at The Chase Manhattan Bank and its predecessor institutions, Chemical Bank and Manufacturers Hanover Trust. Mr. Insull received his MBA in Finance from New York University and a BA in Economics from Hobart College.

Eric Jan

Managing Director & Head of China Investments, Global Markets
Barings Investment Management (Shanghai) Limited

Eric Jan is the Head of China Investments for Barings Investment Management (Shanghai) Limited.  He is responsible for leading and representing Barings’ investments in the China region.  Prior to this role, he was part of the Barings’ Structured Credit group where he analyzed collateralized debt obligation securities (including cash CLOs, synthetic CDOs, etc.).   Eric joined Babson Capital (now Barings) in 2006 and has over 13 years of experience.  Prior to joining the firm, he spent time at Honeywell Aerospace and Allied Signal Aerospace.    Eric holds a B.S. in Engineering and Applied Science and an M.S. in Mechanical Engineering from California Institute of Technol ... (view full description)

Howard Kaplan

Senior Partner
Deloitte

Howard A. Kaplan is a senior partner at Deloitte & Touche LLP. He has more than 30 years of deep financial services industry experience, with a specialization in securitization, valuation and the capital markets. Howard is currently the global lead client service partner for a top tier global investment bank and asset management firm and the advisory partner for a top 3 global payments company. Howard is an active contributor to securitization industry advocacy efforts through the Structured Finance Association, where he serves as the chair of the board of directors and the executive committee.  Previous to these roles, Howard spent over 20 years building and managing the Deloitt ... (view full description)

Kenneth Kwan

Head of Primary ABS Asia
Standard Chartered Bank (Hong Kong) Limited

Mr. Kenneth Kwan is currently the Head of Primary ABS Asia , Capital Markets Solutions Group at Standard Chartered. Prior to rejoining Standard Chartered in March 2015, Kenneth spent his earlier career in Morgan Stanley, BNP and Standard Chartered Bank’s securitisation teams in Hong Kong and Singapore respectively.   Kenneth has extensive structured finance and capital markets experience in various Asian securitisation markets with a track record in leading award-winning transactions in China, Korea, Singapore, Thailand, Indonesia, Philippines and Malaysia. His experience spans across a broad spectrum of asset classes, including RMBS, CMBS, Auto ABS, Credit Card ABS, CLOs, Covere ... (view full description)

Lydia Lai

Director, Capital Market Solutions
Standard Chartered Bank (China) Limited

Lydia Lai works in the Capital Markets Solutions team in Standard Chartered Bank (China) as a Director, covering China onshore structured transactions. Prior to joining Standard Chartered, she has worked 3 years on both public ABS offerings on the China Interbank Bond Market and private structured transactions on the Exchange Markets, covering a wide range of asset classes such as auto loans, consumer loans, residential mortgages, corporate loans, leasing receivables and other esoteric assets. She played a leading role in various Chinese ABS deals and was actively involved in the origination, execution and marketing aspects of transactions.   Prior to working in the China ABS mar ... (view full description)

Ivy Lau

General Manager, China Office
Climate Bonds Initiative

Ivy is the General Manager of Climate Bonds Initiative (CBI) China Office, an international and investor-focused not-for-profit that works solely on mobilising the $100 trillion bond market for climate change solutions. Based in Hong Kong, her work at CBI focuses on providing support in scaling up the green bond markets and stakeholder engagements in Greater China, including policy advisory, capacity building, stakeholder engagement and investor outreach.   Prior to joining CBI, she worked in a Washington DC-based policy research and advisory NGO, where she contributed to research projects on anti-money laundering and curtailment of illicit financial flows.  Ivy was formerl ... (view full description)

Elena Lee

Executive Director, Balance Sheet Securitisation, Capital Structuring and Distribution Group, Financial Markets
Standard Chartered Bank

Executive Director, Capital Structuring and Distribution Group (CSDG), Balance Sheet Securitisation 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 specialised 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 Unive ... (view full description)

Gaosong Li

Vice President, Asset Management, Structured Finance
CITIC Securities Company Limited

李高嵩先生是2012年中国资产证券化市场重启后的第一批ABS研究员，目前在中信证券资管负责ABS投研工作。他负责部门所有ABS相关的基础研究、风险定价、投资策略、二级交易的工作，直接负责几百亿的一级&二级ABS投资和交易决策，目前已落地多个ABS专户产品，管理着近两百只ABS证券。他搭建并维护独有的ABS全景数据库，拥有自建的违约现金流和定价估值模型，熟练使用各类国际通行的量化信用分析和定价工具包，INTEX CALC付费用户。
 

Jian Li

Director, Research Department
China Banking Association

Kangning Li

General Manager, TengAn Fund
Tencent Finance

Lian Li

Vice President, Asset Management and Structured Finance Department
Jianghai Securities Co., Ltd.

Richard Li

Chairman
BIMG Institute

Xin Li

General Manager, Structured Finance Rating Department
China Bond Rating Co., Ltd.

Yan Li

Deputy Director, Pricing Department, China Bond Pricing Center
China Central Depository & Clearing Co., Ltd. (CCDC)

Haibiao Lin

Secretary President, Xiamen Branch
Ping An Bank Company Ltd.

Su Lin

Vice President
Danke Apartment/ Ziwutong (Beijing) Asset Management Co., Ltd.

David Liu

Chief Securitisation Officer & Head of Retail Securitisation
Ping An Bank Company Ltd.

刘羿先生于2018年6月加入平安银行，任资产出表总监，负责平安银行大零售板块 (信用卡中心，汽车金融事业部，零售经营和消费贷款事业部) 的资产证券化业务。从2011年到2018年，刘羿先生在瑞信证券 (Credit Suisse) 纽约总部担任证券化产品部高级副总裁，负责与证券化产品发行和交易相关的资产池分析，结构设计，风险定价和估值。在加入瑞信证券以前，从2008年到2010年，刘羿先生在 Beal Bank 旗下的 CSG Investments 担任证券化产品高级投资分析师，负责投资的ABS规模达10亿美元。从2002年到2008年，刘羿先生先后在毕马威会计师事务所结构融资部和德勤会计师事务所证券化交易部担任基础资产分析师，结构模型师和证券化交易主管，期间完成近150单资产证券化发行项目，资产范围涵盖 RMBS, Auto ABS, Credit Card ABS, Equipment Leasing, CLO, RMBS Resecuritization 以及其他 Esetoric Assets。在加入毕马威之前，刘羿先生在 Capital One 工作，负责利用美国三大征信公司数据和自有数据搭建信用卡风险预测模型。刘羿先生是美国注册金融分析师，获武汉大学英国语言文学学士，经济学硕士和美国罗彻斯特大学西蒙商学院工商管理硕士。
 

Huanli Liu

Member, Expert Committee
China Financial Leasing Research Institute

Zhaoying Liu

Deputy Director, Asset Securitisation Division, Investment Banking Department
Agricultural Bank of China

Bin Ma

Vice President
China Association of Small and Medium Enterprises

Lijun Ma

Deputy Head of ABS Team, Investment Banking and Asset Management Department
Bank of China

马立军，中国银行副处长，研究生学历，从事银行工作十余年，目前专注于资产证券化工作。
 
Ma Lijun, Deputy Head of ABS Team of Bank of China, graduate degree, has worked in banking industry for more than ten years and is currently focusing on asset securitization business.
 

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)

Meng Meng

President
China Emissions Exchange

Meng Meng, female，Han nationality, was born in April 1983 from Xi'an city Shaanxi province. Her political status is the masses. She has received a Master’s degree of Xiamen University in Environment Management, and served as the president of both Guangzhou Carbon Emissions Exchange Co., Ltd. and Guangzhou Green Industry Investment Fund Management Co., ltd, as well as the Secretary-General of Green Finance Committee of Guangdong Society for Finance & Banking. She owned rich work experience in environmental protection and low carbon field, was familiar with green industry status and development trends involving low-carbon, energy-saving and environmental protection, and deeply understood a ... (view full description)

William Moretti

Managing Director
Chainlink Advisory LLC

Mr Moretti recently began an advisory service at Chainlink Advisory LLC where he consults with structured finance participants and financial technology companies on technological transformation and traditional portfolio management.  Prior to this role, he was a Managing Director, Global Head of Structured Finance at MetLife responsible for portfolio management, trading and research for a $50 + billion portfolio, covering general account and third-party AUM.  Bill was at MetLife for close to 19 years. Prior to this, he spent 7 years at PaineWebber, managing credit and warehouse lending to mortgage and consumer finance companies and acted as a deal manager in the Asset-Backed Investment Bankin ... (view full description)

John Orchard

Chief Executive Officer, Banking & Finance Group; Board Member
Euromoney Institutional Investor PLC

John Orchard read German and History at UEA, Norwich, England, under the tutorship of the writer W.G. Sebald (Austerlitz, Rings of Saturn). More through happenstance than design, John took a German-speaking sales job at the training division of Euromoney after graduating in 1993 and has remained with the firm in one guise or another ever since. Switching to the publishing wing in 1998, John worked as Associate Publisher on Euromoney.com and subsequently at the flagship title, Euromoney, where he became Deputy Publisher. In 2006 John became Managing Director of EuroWeek, the capital markets newspaper which is now at the core of ‘GlobalCapital’, a news and data platform launched in ... (view full description)

Vincent Pan

Associate Director, Investment Banking Department
HSBC Qianhai Securities Limited

Kun Peng

Deputy General Manager, Asset Management Department
Postal Savings Bank of China

Jun Qian

Chief Executive Officer
Jupai Investment

钱骏现任钜登投资集团联席CEO。钱先生曾任钜派投资集团总裁，钜派是美国上市的综合性财富管理机构。钱先生曾担任平安集团陆金所控股副总经理兼首席产品官，负责产品策略等。2010-2015年期间钱先生担任华宝信托总经理，是宝钢集团全球招聘人才，2011年入选中组部千人计划。钱先生拥有16年国际投行工作经历，曾任职摩根士丹利及美洲银行，负责资产证券化业务。在亚洲工作期间，钱先生以外部专家身份积极参与了人民银行、银监会、及证监会推动的中国资产证券化试点工作，一起发起并担任“中国资产证券化论坛”首任理事长。钱先生毕业于浙江大学，并获得美国俄亥俄州特利多大学统计学硕士及工程学博士学位，同时拥有美国杜克大学商学硕士学位。
 

Robert Qin

Executive Director & Head of Securitisation, Investment Banking Department
China International Capital Corporation Limited (CICC)

秦波，执行总经理
秦波先生，现任中国国际金融有限公司投资银行部执行总经理、资产证券化业务负责人。秦先生毕业于美国乔治亚理工大学，获工业工程硕士学位，具有超过10年投资银行业务经验，在境内、外信贷及企业资产证券化方面均具备长期行业经验及丰富的项目经验。在中金公司任职期间，曾牵头提供服务的项目包括中国银行、工商银行、建设银行、交通银行、招商银行、兴业银行、平安银行、浦发银行等信贷资产证券化项目、福特汽车、东风汽车、北京现代等多单汽车信贷资产证券化项目；以中国中铁、中车集团、国家电网、中交地产、金地集团、龙湖集团、字节跳动及其关联企业等作为核心企业的储架供应链ABS项目；以中国建筑、中国中冶、中国化学、中国中铁及其关联企业等为原始权益人的应收账款ABS项目；多单创新类资产证券化项目，包括金茂、印力、苏宁等持有的物业资产CMBS及类REITs项目，字节跳动、神州优车等新经济资产证券化项目，交银金融租赁境外飞机租赁资产支持票据项目等。
 

Robin Rao

Director, Investment & Research Department
China Overseas Commercial Properties Co., Ltd.

Tim Rong

Senior Partner, Department of Finance and Securities
SG & CO Lawyers

Rui Shan

Deputy Head of ABS Team, Investment Banking and Asset Management Department
Bank of China

Kaidong Shang

Manager, Fixed Income Department
Shenzhen Stock Exchange

Bingxi Shen

Supervisor
Industrial and Commercial Bank of China (ICBC)

Miroslav Visic

Director, Structured Products
Gulf Credit Opportunities Fund

Mr. Visic is a US based structured credit analyst with experience in origination, credit analysis, rating methodologies, securitization strategies and structuring. His product expertise includes the non-traditional ABS and CLOs. At Gulf Credit Opportunities, his focus is identifying the relative value in esoteric ABS and CLOs. Current focus is in capital markets solutions  and strategy for an innovative specialty finance lending platform. Before joining Gulf Credit Opportunities, Mr. Visic has worked in various structured credit roles at: Morgan Stanley, Fitch, Deloitte, Deutsche Bank, Mizuho and Guggenheim Partners, where he was a Director in CLO group. H ... (view full description)

Tracy Wan

Senior Director, Structured Finance
Fitch Ratings

Tracy Wan, CFA, is a Senior Director with Fitch Ratings, leading the research and criteria development for China structured finance. Prior to joining the China team, Tracy had worked in Fitch’s New York office for over ten years with rating experiences across various asset classes. Her current responsibilities include developing structured finance criteria for new asset classes, leading research on China securitization market and providing analytical insight to market participants through timely and in-depth research.   Prior to joining Fitch, Tracy was a vice president in the credit card division at Citigroup in New York in credit-risk management function, overseeing both underw ... (view full description)

Bufang Wang

Secretary General, REITS Research Center
Development Research Center of the State Council (DRC)

Cheng Wang

Executive Director, Investment Banking Department
China International Capital Corporation Limited (CICC)

汪诚 中金公司投资银行部执行总经理
汪诚，金融学博士，毕业于中国人民大学，现任职于中金公司投资银行部固定收益组，主要分管资产证券化业务及其他类型固定收益产品开发和执行工作。中金公司任职期间，汪先生作为项目负责人牵头执行并完成了交通银行、工商银行、建设银行、平安银行、中国建筑、中国中铁、中国中冶、中国化学、国家电网等多单资产证券化项目，同时参与了多单公司债、债转股、产业基金的开发工作。汪先生对于供应链金融ABS、应收帐款ABS、PPP项目ABS、租赁债权ABS、收费收益权ABS、CMBS和类Reits等多种资产证券化产品，具备长期的专业研究经历和丰富的项目经验
 

Fang Wang

Assistant Professor, Teaching and Research Center
Beijing National Accounting Institute

Hai Wang

Managing Director & Head of Alternative Investment Department
Da Cheng International Asset Management Co., Ltd.

Mr. Hai Wang is a Managing Director and head of alternative investments at Da Cheng International Asset Management in Hong Kong. Mr. Wang has 14 years of experience in global and Chinese investments including US CLO, Chinese equities and bonds.   In 2005, Mr. Wang started his financial career in New York and worked as a global quantitative credit research analyst at Citigroup Global Capital markets and Primus Asset Management. Since 2010, Mr. Wang returned to China and worked as Portfolio Manager for Chinese Asset Management firms including Yinhua Fund Management in Beijing and subsequently for Da Cheng Fund Management in Shenzhen. From 2016 to 2018, Mr. Wang worked for Fosun Gro ... (view full description)

Li Wang

General Manager, Structured Finance
Chengxin International Credit Rating Co., Ltd.

Ms. Wang Li is the general manager of the Structure Finance Department of China Chengxin International Credit Rating Co., Ltd. She is mainly responsible for the rating business of inter-bank asset securitization projects. She has participated in various loans such as public loans, personal housing mortgage loans, auto mortgage loans, and credit card installment loans. Type of credit asset securitization project. Ms. Wang Li holds a master's degree in quantitative finance from Fordham University.
王立女士，现任中诚信国际信用评级有限责任公司结构融资部总经理，主要负责银行间资产证券化项目评级业务，参与过对公贷款、个人住房抵押贷款、汽车抵押贷款、信用卡分期贷款等多种类型的信贷资产证券化项目。
王立女士拥有美国福坦莫大学（Fordham University）数量金融学硕士学位。

Liz Wang

General Manager Assistant
WeShare (Shenzhen) Ltd. Beijing Branch

Mandy Wang

Principal, ABS Business
SG & CO Lawyers

上海融孚律师事务所ABS业务线负责人，资产管理业务委员会委员，现为中国法学会会员、上海政法学院经济法学院私募基金法律研究中心副秘书长。主要业务范围涵盖金融银行、信托、保险、资产管理、互联网金融、融资租赁、资产证券化等法律业务。曾经及正在服务的客户包括阿里巴巴集团、远东租赁、武汉地铁等互联网金融及大型企业，及建设银行、工商银行、农业银行、中国银行、交通银行、邮储银行、中金公司、中国中投证券等大型金融机构。 主要代表业绩：参与沪公积金2016年第二期个人住房贷款资产证券化、建元系列个人住房抵押贷款资产证券化、工元安居2019年第二期个人住房抵押贷款证券化信托、交诚系列不良资产证券化、花呗系列资产证券化产品、华宝都鼎(上海)融资租赁有限公司2019年度第一期资产支持票据、中国中投证券-武汉地铁信托受益权一期绿色资产支持专项计划、2018中金远东一期资产支持专项计划、乾途-建交第一期建信资产支持专项计划、浙江大搜车融资租赁有限公司2019年度第一期资产支持票据等多个项目。   - - -  Ms. WANG is leader of ABS Team and member of Asset Management Committee in SG & CO LAWYERS. She currently serves as member of China Law Society and Deputy Secretary General of PE Research Center in Economic Law S ... (view full description)

Shengzhe Wang

Counsel
Hogan Lovells International LLP

Shengzhe Wang focuses her practice on debt capital markets. Shengzhe has 20 years' experience in advising German, Chinese and international clients in banking, asset-backed securitisation, factoring, fintech related financing and structured finance. Shengzhe helped few German clients with their first securitisation deals in China and is still assisting international clients with their securitisation and factoring deals in China. Shengzhe is also very much focus on green assets financing. She is part of the China-UK Green Finance Taskforce.   Shengzhe is often asked to comment on recent market and practice trends in China by publications such as Bloomberg, Finance Asia, Global Cap ... (view full description)

William Wang

General Manager
WZ Group

Yifeng Wang

Country Manager, China
Avenue Capital Group

王毅峰负责中国业务，有15年在外资投行和基金从事特殊机会投资、夹层债、结构债和高收益债券投资的从业经验。
 

Yong Wang

Board Secretary
Yinhua Fund Management Co., Ltd.

Ge Wu

Executive Partner
Shenzhen Defu Asset Management Co, Ltd.

John Wu

Managing Director & Head of Structured Capital Markets
Seix Advisors

John is the Head of Structured Capital Markets for Seix Investment Management. In that capacity, he is responsible for all CLO issuance and investments at Seix.  Prior to joining Seix in 2015, John was a Senior Portfolio Manager and Co-Head of Structured Products at CIFC Asset Management. John has also been the Head of CLO Banking at UBS and at Deutsche Bank, where he oversaw CLO structuring and origination. His career spans over 22 years, including stints at Goldman Sachs, China International Capital Corp and Sanford Bernstein, covering a wide range of capital markets and investment activities across equities and fixed income. John has an MBA from Massachusetts institute of Technology and a ... (view full description)

Liang Wu

Deputy General Manager
China Merchants Ping An Asset Management Co., Ltd.

William Wu

Director, China Ecosystem Strategic Alliance Department
Huawei Technologies Co., Ltd.

Xiaoping Wu

Vice President
China Academy of Regional Finance

Songzuo Xiang

Professor; Former Chief Economist
Renmin University School of Finance; Bank of China

Gang Xiao

Former Chairman
China Securities Regulatory Commission (CSRC)

1981年开始在中国人民银行工作，历任中国人民银行政策研究室副主任、主任，中国外汇交易中心总经理，中国人民银行计划资金司司长（央行系统内最年轻的正局级干部），中国人民银行行长助理，中国人民银行副行长等职务；2003开始担任中国银行董事长、党委书记、行长兼东方资产管理公司党委书记；2013开始担任中国证券监督管理委员会主席、党委书记。中共十七大代表，中共第十七届中央候补委员、第十八届中央委员。

Qiong Xiao

Deputy General Manager, Beijing Business Headquarters
Shenzhen China Merchants Ping An Asset Management Co., Ltd.

Mengzhe Xu

Managing Director
Cyan Bank Investments

Yanqi Yang

Chief Financial Officer
Guiyang Public Traffic Company

杨彦奇，高级会计师，贵阳市公共交通(集团)有限公司党委委员、总会计师。 具有较强财务管理和融资能力，实践经验丰富，建立企业经营管理、现代企业财务管理和内控管理体系、在创新管理、融资等方面取得了显著业绩。 曾荣获2015年度“全国先进会计工作者”。 她主持了全国首单省会城市公交绿色ABS项目——平安—贵阳公交26.5亿元经营收费收益权绿色资产支持专项计划的发行工作。 Yang Yanqi, senior accountant, member of the party committee and chief accountant of Guiyang Public Transport (Group) Co., Ltd. He has strong financial management and financing capabilities, rich practical experience, established business management, modern enterprise financial management and internal control management system, and achieved remarkable results in innovation management and financing. She was awarded the “National Advanced Accounting Worker” in 2015. She l ... (view full description)

Shin Yukawa

Vice President, Group Asset Management
Swiss ReSwiss Re Management (US) Corporation

Shin Yukawa is a Fixed Income Analyst & Portfolio Manager currently in the Strategic Asset Allocation and Markets Group focusing on Securitized Products and Sovereign Debt at Swiss Re, a leading global reinsurer with over USD 130 bn of assets.  Prior to joining Swiss Re in 2017, Shin was Head of US and Global ABS Portfolio Management at PartnerRe, a mid-size reinsurer.  Before managing insurance assets, Shin was a member of the investment banking and structuring team in Securitized Products at Goldman Sachs, a credit ratings and research analyst at Fitch Ratings, and an asset based lender at CapitalSource.    Shin has been a financial services professional for over 18 years w ... (view full description)

Zhaowu Zeng

Head of Finance
Capital Environment Holdings Limited

Zeng Zhaowu, Doctor of Management (under reading), International Accountant (AAIA), International Internal Auditor (CIA), the first environmental finance director. He has worked in the world's top 500 companies such as Flextronics and Doosan. He joined the Capital Environment in October 2011 and is fully responsible for the financial management and capital operation of the Capital Environment. Mr. Zeng has rich experience in capital operation and mergers and acquisitions, and has led and participated in many mergers and acquisitions and capital operation projects. During the work period, the company continued to carry out financial innovation. The establishment of Qianhai Capital ... (view full description)

Haiyun Zhang

General Manager, Beijing
Guiyang GYB Financial Leasing Co., Ltd.

Haiyun Zhang

Director, UIBE Financial Markets Institute & Professor, UIBE School of Banking and Finance
University of International Business and Economics, School of Banking and Finance

Professor Haiyun Zhang is currently Director of the Financial Markets Institute (FMI) and Professor in the School of Banking and Finance at the University of International Business and Economics (UIBE) in Beijing.  He is also co-Director of the Beijing Chapter of the Global Association of Risk Professionals (GARP). Professor Zhang started his finance career in the mid-1990s and worked in trading, structuring, and risk management at various global banks and securities firms, including stints as Director of Credit Derivatives at TD Securities and Principal of Global Special Situations Trading at Bank of America. He has been a practitioner and scholar actively engaged in China’s financial trans ... (view full description)

Han Zhang

Member
CSRC Green Finance Committee

张涵现任绿融（北京）投资服务有限公司总裁，绿融（广州）信息科技有限公司总经理。并兼任国家可持续投融资标准委员会副秘书长、中国证券业协会绿色证券专委会委员、广州市总部企业绿色发展服务中心主任等社会职务。 张先生于2015年与合作伙伴共同创办中国首个绿色金融专业服务机构——绿融（北京）投资服务有限公司, 出任总裁。 在创办绿融前,张先生曾先后于中信银行、国际能源系统集团、法国电力集团、必维国际检验集团等公司任职。 张先生在金融、环保、可再生能源、碳交易、绿色认证等领域经验丰富，履历覆盖绿色金融的各个重要环节。他是中国最早的绿色金融从业者，带领团队已经完成超过折合人民币1600亿元绿色债券的评估认证工作，他也是中国首支国际市场发行的“一带一路气候债券”的认证签署人。同时，张先生带领团队研发了中国首个绿色金融人工智能引擎“EnRobot”，广泛应用于绿色金融管理、环境风险管理等领域，探索利用金融科技手段支持绿色金融发展。   - - - Zhang Han (Hanke ZHANG) is the President of iGreenBank (Beijing) Investment Services Co., Ltd. and the General Manager of iGreenBank (Guangzhou) Information Technology Co., Ltd. He is also the deputy secretary-general of the Nation ... (view full description)

Hao Zhang

Deputy General Manager, Debt Financing Department, Investment Banking Division
China Merchants Securities Co., Ltd.

Mr. Hao Zhang has more than 10 years of experience in fixed income work. Mr. Zhang has extensive experience in domestic and foreign bond projects, and has completed more than 70 bond projects with a financing scale of nearly 350 billion yuan. Mr. Zhang has long served in large-scale central enterprises such as CSR, China Metallurgical Group, Chinalco, China Merchants Group, etc., and has completed many bond financing projects such as perpetual tickets, MTNs and corporate bonds, and participated in the CNPC corporate bonds, Huaneng International Corporate bonds, Guigao Investment Company bond and CFLD Company Bond and other projects. In addition, Mr. Zhang is experience in credit ABS projects ... (view full description)

Haowei Zhang

Deputy Section Head, Investment Banking and Asset Management Department, Beijing Branch
Bank of China

Jingqiang Zhang

Executive President
China Association of Small and Medium Enterprises

Lu Zhang

Senior Manager, Investment Banking Department
China International Capital Corporation Limited (CICC)

张璐女士现任职于中金公司投资银行部，主要负责不动产资产证券化业务。曾任职于美国纽约梅隆银行匹兹堡分行、恒泰证券和华菁证券，主持负责了多个国内里程碑或首单资产证券化及REITs项目。主导完成了深创投中金-苏宁云创类REITs项目、中金-印力印象1号CMBS项目、首单酒店类REITs——恒泰浩睿-彩云之南类REITs项目、首单学费ABS——津桥学院资产支持专项计划、首单集合小贷ABS、首单保理ABS等多个标杆资产证券化项目，并多次获得新财富、证券时报等机构颁发的证券化权威奖项。
张璐女士毕业于复旦大学，获得经济学学士学位；加州大学圣芭芭拉分校，获计量经济学硕士学位。
 

Sha Zhang

Assistant General Manager
Baoyin Consumer Finance

Vivian Zhang

Managing Director, Head of Securitisation, China
HSBC

Vivian Zhang has 12 years structured finance industry experience. She joined HSBC in 2006. Vivian has great experience in securitisation and structured transactions across Asia, and is one of the most experienced and highly-trusted execution bankers for Chinese ABS. Vivian is responsible for controlling the overall execution timeline, negotiating with rating agencies, working with lawyers on transaction documents drafting, regulatory package compilation, etc. Since joining HSBC, Vivian has participated in a handful of milestone transactions successfully launched across the region: domestic Auto ABS for BMW, Ford and Volkswagen in China, domestic CLOs for HSBC (China), BoComn, BOC and ICBC in ... (view full description)

Xi Zhang

Deputy Director
WanJia Co-Win Asset Management Co., Ltd

Yan Zhang

Vice Chairman & Co-CEO
Lerthai Group Limited

Maggie Zhao

Partner
Clifford Chance LLP

Maggie is a partner in the London Global Financial Markets Group. She is experienced in advising originators, arrangers and lenders on all forms of structured debt and financing transactions with particular focus on residential and commercial real estate financing both public and in connection with portfolio disposals, structured SME financing, all forms of public or private receivables financing, whole business, credit cards, conduits and restructuring. She worked in the Beijing office of Clifford Chance between 1999 and 2001 and is one of the very few European securitisation lawyers who are also conversant with the Chinese securitisation regime and structure. She speaks regularly at ... (view full description)

Jack Zheng

Director
Fortress Real Estate (HK) Limited

Qian Zheng

Head of ABS Products, Debt Financing Department, Investment Banking Division
China Merchants Securities Co., Ltd.

Mr. Qian Zheng has comprehensive skills and experience in structured financing products and other types of bonds. He is proficient in programming languages including C++ and Java, and is especially good at programming and modeling of asset securitization products. Mr. Zheng participated and completed all the credit ABS projects in the Debt Financing Dept., including credit ABS products issued by ICBC, BOC, CCB, ABC, EximBank, ACDC and other state-owned banks or policy banks with a total issue amount of RMB 160 bn and auto loan/consumption loan as well as other ABS products issued by Ford, DNAF, Toyota, SAIC, BoCCF, and etc. with a total issue amount of RMB 300 bn. Mr. ... (view full description)

Gracie Zhou

Vice President & Senior Analyst, Structured Finance Group
Moody's Investors Service

Gracie Zhou is a Vice President–Senior Analyst in the Structured Finance team in Asia Pacific. Based in Shanghai, Gracie focuses primarily on the development of the securitization market in China. Gracie has worked in the capital markets of various regions for more than 10 years. Prior to joining Moody’s, Gracie was a Director for capital markets solutions at Standard Chartered Bank, where she originated, structured and executed a large number of public and private structured credit and asset-backed transactions across asset classes. Gracie holds a Master of Finance (with distinction) from the London Business School and a Bachelor of Law from Shanghai International Studies Univer ... (view full description)

Congshuang Zhu

Chief Executive Officer
X-Fintech

Sigrid Zialcita

Chief Executive Officer
Asia Pacific Real Estate Association (APREA)

Sigrid is the Chief Executive Officer of Asia Pacific Real Estate Association (APREA). Based in Singapore, she is responsible for overseeing the strategic direction, initiatives and operations of the association across Asia Pacific. Established in 2005, APREA is an industry association that represents and promotes the real estate asset class in the Asia Pacific region. Over the years, APREA has established a dominant presence in the real estate industry through its work with governments to facilitate robust investment ground rules and tax systems that actively encourage deep and liquid capital markets, including “state of the art” REIT rules in all Asian countries. APREA’s member companies h ... (view full description)

Martijn van der Molen

Senior Director, Credit & Insurance Linked Investments
PGGM

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Event Contacts for 3rd Annual Global Investors’ Conference on Securitisation in China

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

  • Email Tracking

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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