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Max Adams

Global Securitization Editor

Max Adams is the global securitization editor for GlobalCapital, overseeing and directing all coverage of asset-backed securities markets. His reporting focuses on real estate finance including commercial and residential, as well as single family rental. GlobalCapital, a publication of Euromoney Institutional Investor, is a weekly newspaper covering the capital markets across Europe, the US and Asia.

Rasool Alizadeh

CFO & President of Capital Markets

Vice President - Senior Client Manager, Structured Finance Group, SMBC Nikko Securities America, Inc. Rasool Alizadeh is a Senior Client Manager within SMBC Nikko’s Structured Finance Group and is primarily responsible for the term ABS initiative focusing on new issue origination in autos, credit cards, and esoteric ABS including transportation (i.e. rail, aircraft, shipping, barge, etc.) as well as off-the-run specialty finance and capital calls.   With 11 years securitization experience, Rasool was most recently with Standard & Poor’s (“S&P”), as a primary analyst in the ABS rating services group focused on esoteric mortgage related securitization. Prior to S& ... (view full description)

David Arfin

Chief Executive Officer
First Energy Finance

David Arfin is driven to create innovative finance offerings that will accelerate the adoption of renewable energy, energy efficiency and other clean technologies. David invented SolarCity's SolarLease, the game-changing solar financing program that enabled over 300,000 homeowners, commercial and government customers to adopt solar power and drove SCTY to a market capitalization of $3Billion.  He received the first ever Innovation in PV Financing Award from the Solar Energy Industry Association.  He is a Partner and Co-Founder of Ener-Pacte (France), SolarVento (Mexico) and Certain Solar (Palo Alto), and currently serves on the Board of Directors of Simpa Networks (India ... (view full description)

Katya Baron

Vice President Capital

Capital markets leader and asset finance specialist with 15+ years of securitization, warehouse financing and whole loan forward flow experience in a variety of consumer asset classes in the US and Europe.  Formerly Head of Capital Markets at Mosaic (residential solar loans), investment banker and structurer at Sterne Agee, Gleacher, Barclays Capital and JPMorgan. 

Bruce Bedwell

Chapman and Cutler LLP

Bruce Bedwell is a partner in Chapman and Cutler's Corporate Finance Department. His practice focuses primarily in the area of project finance and development and includes the representation of institutional investors with the private placement of debt instruments, the representation of bank lenders and borrowers with acquisition, construction, bridge and term loan financings, and the representation of manufacturers, developers, and contractors with the construction, acquisition, and distribution of projects. Bruce’s experience in project assets includes renewable energy facilities (wind, solar, hydro, biomass), traditional energy facilities (natural gas, coal, combined cycle, cogeneration), ... (view full description)

Elizabeth Bellis Wolfe

Energy Programs Consortium

Elizabeth Bellis is Counsel & Director of Finance Programs for EPC.  Since joining Energy Programs Consortium in 2010, Ms. Bellis has directed EPC’s initiative to support and develop the Warehouse for Energy Efficiency Loans (WHEEL), a US energy efficiency loan program for single-family homes that in June 2015 was the first group of energy efficiency loans to be packaged and sold in the secondary financial market. Since the securitization, Ms. Bellis has been overseeing program implementation and expansion on behalf of the states on behalf of EPC as the Sponsor Advocate and Co-ordinator.  She also directs EPC's International efforts including studying the f ... (view full description)

Gary Blitz

Global Co-CEO, M&A and Transaction Solutions
Aon Transaction Solutions

Gary Blitz is a Global Co-CEO of Aon’s Mergers & Acquisitions and Transaction Solutions team and heads its Tax Insurance Practice, which specializes in the placement of tax insurance programs for tax credit investments, M&A transactions and other situations. Gary advises clients purchasing tax and other transaction liability insurance programs, and is often called upon to create unique solutions where no “off the shelf” product exists.Throughout Gary's career, he has been a leader in the tax and transactional ... (view full description)

Ronald Borod

Founder and Principal
Ram Island Strategies LLC

Ronald Borod has worked extensively in securitization and structured finance for over two decades and has established a reputation as a thought leader in the creation of innovative structures and financial products. Ron focuses his practice on assisting issuers and underwriters in designing and implementing securitization programs involving non-traditional asset classes. For example, in the 1990s he developed the first national credit tenant lease finance program and the first CTL-only conduit, and designed and executed securitized credit lease programs to provide construction and permanent financing for two national retail companies. Ron was the architect of and serv ... (view full description)

Craig Braun

Chief Capital Officer
Renovate America, Inc.

As Chief Capital Officer, Craig is responsible for the team the develops and executes on the company’s capital markets facing activities.  This includes short and long term funding facilities, investor, bank and rating agency relationships and interest rate hedging for the HERO and Benji products that the company originates.  In addition, Craig manages the funding team that works seamlessly with customers to provide financing once projects are completed and has created the largest Green Bond platform in the world, HERO Funding, which was recognized by Global Capital as the 2016 Green/SRI ABS Deal of the Year while Renovate America was named Esoteric ABS Issuer of the Year for 2018.   ... (view full description)

Jeffrey Brown

Managing Director
J.H. Whitney Investment Management LLC

Jeffrey Brown is CIO of JHW Impact Credit Opportunities Fund, LP and a Managing Director with the Fund’s Investment Advisor J.H. Whitney Investment Management, LLC, a New York-based multi-strategy asset management firm with peak assets of $6 billion.  Mr. Brown contributes significant global distributed renewable energy investment, regulatory and special situations investment expertise to execution of the Fund’s direct credit-focused investment strategy, targeting industry verticals where US bank lending markets have yet to mature.  Resource efficiency is a dominant area of fund focus including associated impact themes of critical energy access and security, with distributed US solar a princ ... (view full description)

Jason Cavaliere

Vice President

No biography specified

Roger Clark

Director of Clean Energy
Reinvestment Fund

Roger works for Reinvestment Fund, a nonprofit finance group in Philadelphia that has made over $1.8 billion in community investments, financing over 3,165 projects across the Mid-Atlantic region since its inception in 1985.  As manager of its Clean Energy group, Roger directs the Sustainable Development Fund, a $32 million fund created by the PECO electric utility restructuring case to support renewable energy, energy conservation and clean energy businesses.  He also manages the various building energy revolving loan funds operated by Reinvestment Fund that has been capitalized with $29.5 million of federal ARRA dollars, Maryland Public Service Commission dollars and other private and publ ... (view full description)

Benjamin Cohen

Chief Executive Officer

As CEO, Benjamin Cohen leads T-REX with a strong vision for the future of enterprise financial technology and its impact on making markets more transparent and efficient. He has built the T-REX team and the T-REX software platform by combining the most sustainable elements of finance with modern SaaS technology, allowing the most complex financial markets to be more transparent for all parties. The company’s enterprise SaaS platform, T-REX Analytics, provides complete transparency through granular cash flow models, stress-testing across power production and credit metrics, and capital stack structuring. T-REX has successfully facilitated significant new capital entering the compl ... (view full description)

Alexandra Cooley

Chief Investment Officer
Greenworks Lending

Alexandra is Chief Investment and Operating Officer of Greenworks Lending, a Commercial PACE originator, where she oversees capital markets, underwriting and financial operations. In her current and prior roles, she has structured and overseen more than $500M clean energy financings across the residential, commercial and not-for-profit sectors. In 2015 Cooley co-founded Greenworks Lending to scale C-PACE financing nationally.  Since launching the firm, based in Darien CT, has entered 13 states and established the asset class for commercial PACE by leading the first securitization of commercial PACE assets in late 2017.  Cooley holds an MBA and a MEM from Yale and a BA from University ... (view full description)

Andrew Coronios

Norton Rose Fulbright US LLP

Andrew Coronios represents financial institutions and public and private companies in a wide spectrum of financing transactions, encompassing structured finance, securitization, asset-based and secured lending and unsecured credit facilities. His extensive experience includes domestic and cross-border syndicated credit facilities; securitizations of various asset types; asset-backed commercial paper conduits; a variety of domestic and cross-border lease financing structures (such as synthetic leases, credit tenant leases and sale-leasebacks); project financings; traditional mortgage and construction lending and hybrid debt-equity mortgages (such as participating, shared appreciation and conv ... (view full description)

Todd Cort

Lecturer in Sustainability
Yale School of Mgmt, Forestry & Environmental Studies

Dr. Cort works at the intersection of corporate responsibility and sustainable finance. His current research and advisory work focus on the barriers to moving capital (either corporate or investor) to more sustainable investments.  In this space, Dr. Cort is working on: Metrics and standards for measuring the environmental impacts of fixed income investment products such as green bonds Metrics and the underlying data for environmental, social and governance (ESG) that demonstrably drive corporate growth and improvement in equity value Metrics for underwriting more sustainable insurance products – particularly around the means to measure effective climate adaptatio ... (view full description)

Trevor D'Olier-Lees

S&P Global Ratings

Trevor d’Olier-Lees is a Senior Director in the Infrastructure practice, part of the Standard & Poor’s Ratings Services Corporate and Government Ratings group. Trevor joined Standard & Poor’s in 1998 and has been involved in all analytical aspects of the Infrastructure practice. His responsibilities include chairing rating committees, also as the primary analyst for new credit ratings such as Solar Star, WVB East End Partners (S&P’s first rating of an availability public-private partnership project in the U.S.) and surveillance of existing ratings. In addition, Trevor has been significantly involved in the world’s first three rated solar securitization transactions (SolarCity 1, ... (view full description)

Cisco DeVries

Chief Executive Officer

Tom Denkler

Managing Director, Head of Structured Privates

Thomas Denkler is responsible for managing the portfolio and new investment selection of Asset-Backed Securities, structured corporate debt, and tax driven transactions in the Private Placements Group. He is also a member of the Credit Committee for the Private Placement Group, the International Credit Committee, and the Investment Committee of the Structured Products Group. He started working for SunAmerica in 1991, which was acquired by AIG in 1999. Previously he worked at Zilkha Energy Company and KPMG Peat Marwick. He received a bachelor’s business degree in Accounting from the University of Texas at Austin and an MBA in Finance from the University of Houston. Mr. Denkler is ... (view full description)

Chris Diaz

Seminole Financial Services

CHRIS DIAZ is the co-CEO of Seminole Financial Services, LLC (SFS) a full-service national investment management / financial services organization. Mr. Diaz is responsible for the identification, evaluation, and negotiation of renewable energy finance transactions focusing on solar and wind projects between $2 million and $40 million in need of construction / interim financing; permanent debt financing; and tax credit equity. To date SFS has closed over $1.4 Billion in Construction financing, Permanent Financing, and tax credit equity  for Renewable Energy projects.   Seminole Financial Services (SFS) provides construction financing; permanent debt financing; and ... (view full description)

Jean Dunn

Founder & Chief Executive Officer
Structured Finance Associates

L. Jean Dunn, Jr., Founder and CEO   Mr. Dunn is the Founder and CEO of Structured Finance Associates, ("SFA").  SFA is the manager of a fund devoted to the origination, underwriting and management of commercial PACE bonds.  In this capacity SFA provides 100% non-recourse 20 year financing to commercial properties to allow them to implement various capital improvements.  The net result is an increase in customer properties' NOI, cash flow and value with no out of pocket cost. Mr. Dunn has been involved in various aspects of corporate finance for the past 30 years.  For the first 15 years of his career Mr. Dunn was an investment banker with Morgan, Olmstead Kennedy &am ... (view full description)

Lev Dynkin

Managing Director, Research

Lev Dynkin is the manager of the Quantitative Portfolio Strategy (QPS) Group at Barclays Research.

The group is focused on a broad spectrum of portfolio construction issues across all major asset classes.

Brian Feit

Managing Director, Investment & Portfolio Management
NY Green Bank

Brian Feit is a Managing Director overseeing NY Green Bank’s Investment & Portfolio Management. In this role, he focuses on the execution of transactions across a wide range of industries and asset classes in the renewables and clean energy sectors. He has over twenty years of origination and restructuring experience across secured and structured finance, focusing on credit intensive transactions. Prior to joining NY Green Bank, Mr. Feit was a Managing Director in the Risk & Restructuring Group at Ambac Assurance Corporation where he focused on remediating impaired transactions in structured, secured, and public finance as well as reinsurance activities. Prior to assuming ... (view full description)

Caitlin Fitzpatrick

Vice President, Investor & Issuer Relations
Information Management Network

Harald Francke Lund

Senior Climate Finance Specialist

Harald Francke Lund is responsible for coordinating CICERO’s work on second opinions on the environmental impacts of green bond investment frameworks. CICERO is internationally recognized as a leading provider of independent reviews of green bonds, since the market’s inception in 2008. CICERO received a Green Bond Award from Climate Bonds Initiative for being the biggest second opinion provider in 2016 and from Environmental Finance for being the best external review provider (2017). Prior to working at CICERO Harald led the Norwegian contribution to the UNSG's high level AGF report on long term climate finance in 2010 and has held the positions of Deputy Chief Negotiator for Nor ... (view full description)

Nathan Gabig


Nathan is a Partner in the KPMG ESG Advisory practice with expertise in securitization and capital market consulting with nearly twenty years of comprehensive experience in structured finance and SEC reporting compliance.  His expertise includes the SASB, TCFD, GRI and SFDR reporting frameworks as data analysis and energy capital markets.  He has decades of experience in securities issuance, SEC regulatory compliance, asset-based lending, valuation and ESG-focused underwriting.  He has personally structured 200+ asset-backed transactions with an issuance value exceeding $75 billion. His strong grasp of emerging ESG investment trends, disruptive technologies like Battery Storage and Blockchai ... (view full description)

David Gabrielson

Executive Director

David was introduced to PACE in 2009 while helping to develop Energize Bedford, an energy efficiency financing program and precursor to New York’s Energize New York commercial PACE program, during the first of two terms he served on Bedford's Town Board. Before his careers in energy efficiency and politics, he spent over 20 years as an investment banker to state and local governments, financing a wide range of capital facilities and programs at national firms including Credit Suisse First Boston and J.P. Morgan.   David joined PACENation in late 2010 as its first staff member. A foundation and member supported non-profit, PACENation is the national advocate for PACE, a sour ... (view full description)

Charlie Gay

Director, Solar Energy Technologies
U.S. Department of Energy

Dr. Charlie Gay is the Solar Energy Technologies Office Director for the Office of Energy Efficiency and Renewable Energy (EERE) of the U.S. Department of Energy (DOE). In this position he is leading the SunShot Initiative, a team that is dedicated to research, manufacturing and market solutions to make solar energy cost competitive with other forms of energy by the end of the decade.   Charlie is an internationally recognized pioneer in photovoltaics. After starting his career in 1975 designing solar power system components for communications satellites at Spectrolab, he later joined ARCO Solar, where he established the research and development program and led the commercializat ... (view full description)

Melanie Gnazzo

Chapman and Cutler LLP

Melanie Gnazzo is a partner in Chapman's Asset Securitization Department and is also a member of the Lease Finance and Project Finance practice groups. She serves on the firm’s management committee and as the San Francisco Office Leader. Melanie represents a wide range of banks, finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both commercial and tax law ad ... (view full description)

Christian Haesslein

Head of Asset Securitization

Christian A. Haesslein is a Director and Head of Asset Securitization in DZ BANK’s Structured Finance Asset Securitization Group.  He has worked at DZ BANK in various roles since 2003 and is responsible for DZ BANK's ABCP conduit, Autobahn Funding.  Christian’s responsibilities include oversight of the conduit's operations, including originating, structuring and managing securitization transactions. DZ BANK has completed revolving warehouses, credit facilities and term securitizations in a variety of different asset classes, including equipment financing, asset-based lending, trade receivables, and various types of insurance-linked receivables, among others. Christian holds ... (view full description)

Greg Hale

Senior Advisor to the Chairman of Energy & Finance
Office of the Governor, State of New York

  Greg Hale joined the administration of Governor Andrew M. Cuomo as Senior Advisor to the Chairman of Energy & Finance in May 2013, in which role he focuses on clean energy finance and the development and execution of the Governor’s signature energy policy– Reforming the Energy Vision (REV). Mr. Hale was responsible for overseeing the establishment of the $1 billion NY Green Bank, and was the lead author of NY’s 2015 State Energy Plan.  He currently leads an inter-agency working group developing clean energy solutions for the low to moderate income sector, and is also co-leading a new initiative called RetrofitNY, aimed at creating a self-sustaining market that will deliver deep e ... (view full description)

Bill Hallisey

Managing Partner
New World Capital

William (Bill) L. Hallisey, Managing Partner, co-founded NewWorld in June 2009. Before NewWorld, he was a Managing Director at GSC Group, a private equity firm, where he focused on deal origination and SPAC investments. Mr. Hallisey sourced transactions in energy, clean-tech, renewable fuels, waste management, agriculture, infrastructure, and business services. Prior to GSC, Mr. Hallisey managed private equity investments for Berggruen Holdings, a private-equity firm committed to theme investing in resource scarcity. During his tenure, Berggruen invested in the energy, technology, business services and manufacturing sectors. Previously, Mr. Hallisey was a senior executive in the ... (view full description)

Amy Hauter

Portfolio Mgr. & Head of Sustainable F.I.
Brown Advisory

Amy is a partner and portfolio manager and head of sustainable fixed income at Brown Advisory. She is a portfolio manager on Brown Advisory’s sustainable fixed income strategies which include our Sustainable Core, Tax-Exempt Sustainable and Sustainable Short Duration composites. In 2018, Amy received recognition as a Rising Star from Fund Action and Fund Directions for her work in building out Brown Advisory’s sustainable fixed income platform. She has held numerous speaking engagements, including the United Nations Sustainable Investing Summit in 2019. Amy joined the firm in 2012 and previously worked in fixed income client service at Morgan Stanley.

Ray Hugel

Vice President
Macquarie Group

Vice President in Macquarie's Credit Markets Division. We provide asset backed financing solutions for credit originators and credit investors across a number of assets including: residential real estate, consumer loans, small business loans, and BSLs and middle market corporate loans.  Founded in 1969, Macquarie is a global, diversified, financial institution headquartered in Sydney, Australia. Macquarie acts primarily as an investment intermediary for institutional, corporate, government and retail clients and counterparties around the world, providing a diversified range of products and services to our clients. Macquarie’s breadth of expertise covers asset management and finan ... (view full description)

Stacey Hughes

Chief Financial Officer
Sunlight General

Ms. Hughes is the CFO of SunLight General Capital and was also one of the company’s co-founders in 2009.  She has more than 15 years’ experience in renewable energy project finance.  Previously, she was a Managing Director (Fixed Income Derivatives) at Societe Generale.  She was also an Analyst at Salomon Brothers (Capital Markets and Financial Institutions Group).  She has a B.S. degree in Finance from California Polytechnic University and an M.B.A from Harvard Business School.

Bert Hunter

Executive Vice President and Chief Investment Officer
CT Green Bank

As Chief Investment Officer of the Connecticut Green Bank, Bert leads the finance team’s development of new and innovative financing programs that attract more private capital to scale-up the state’s clean energy investments, including energy efficiency, renewables and alternative fuel vehicles and associated infrastructure.Bert was Vice President of Finance and Chief Financial Officer of Spectrum Capital, Ltd, an investment bank focused on commercial aircraft finance and investment in U.S. electric power generation. He was accountable for all financial control and served as the company’s senior risk officer, overseeing all extensions of credit and investment of the ... (view full description)

Anadi Jauhari

Senior Managing Director
Emerging Energy and Environment Investment Group LLC

Anadi Jauhari is a Senior Managing Director at Emerging Energy and Environment Investment Group (EEEIG), a New York-based applied research driven alternative investment firm specializing in global infra investments.  In his current role, he heads the development of EEEIG's low-carbon infrastructure investment strategy.   He specializes in project finance, risk management, ESG and investment underwriting with a focus on sustainable infrastructure across private markets. Prior to EEEIG, he was Managing Director and Head of Americas, Project Finance for Natixis, New York part of Groupe BPCE, 2nd largest French banking group.   He has over 20 years of experience in privat ... (view full description)

John Joshi

Director of Financing Solutions

John Joshi joined NYSERDA on June 2nd as Director of Financing Solutions.  In this role John will develop strategies as part of our Clean Energy Fund for mobilizing private capital and market-based financing solutions to support scaled investments in clean energy across sectors and technology areas.  This role is important to support the Governor's energy agenda and the strategy for scaling clean energy by engaging private capital financing solutions.  John will interact with market financing institutions, both those already participating in providing solutions for clean energy financing and those who are not involved in offering financing products for these purposes or do so at s ... (view full description)

Stacey Lawson

Executive Vice Chairman
Ygrene Energy Fund

Stacey Lawson brings 23 years of experience as a business executive in the areas of finance, clean energy, technology and manufacturing. Prior to joining Ygrene Energy Fund, Stacey was a candidate for U.S. Congress in California’s 2nd congressional district where she advocated for property assessed clean energy (PACE) as a leading environmental policy initiative. As Ygrene’s President and Chief Executive Officer from 2012-2016, Stacey spearheaded the design and growth of Ygrene’s innovative PACE model for the residential, commercial, agricultural and industrial sectors, scaling Ygrene to over $600M in originations. A cofounder of the Center for ... (view full description)

Dave Levy

Vice President
State Street Bank and Trust Company

Dave Levy is a Vice President for State Street’s Tax Advantaged Investment Group. Mr. Levy’s responsibilities include underwriting new tax equity investments and managing the existing portfolio of energy investments. Prior to State Street, Mr. Levy was an Asset Manager for NRG Energy, Inc. in Princeton, New Jersey. Mr. Levy supported various work-outs and optimizations of existing assets as well as mergers and acquisitions executed by the Company. Prior to that, Mr. Levy was at Acciona Energy in Chicago. Mr. Levy received his MBA from MIT Sloan.

Gilbert Liu

Kramer Levin

Gilbert Liu practices mainly in the area of securitization and structured finance. He represents issuers, underwriters, borrowers, lenders and service providers on private and public structured finance and securitization transactions involving a wide variety of asset classes. These include solar assets, energy efficiency receivables, timeshare loans, venture capital life science loans, collateralized debt obligations, commercial mortgage loans, home equity loans, residential mortgage loans, distressed assets, auto loans, student loans, equipment leases, trademark and licensing rights, and music royalties.Mr. Liu is listed as a leading securitization attorney in Chambers USA (2012-2014) and h ... (view full description)

Albert Luu

Principal, Global Capital Markets

Mary Kathryn Lynch

Chief Financial Officer
Renew Financial

Mary Kathryn is the CFO at Renew Financial, a leading provider of residential PACE financing.  

Mary Kathryn worked at Renew from 2011-2013 and rejoined the company in 2016.  Prior to rejoining Renew, MK worked at Sunrun.  Before working in the renewable energy and energy efficiency industry, MK spent 15 years in investment banking, working for firms including UBS, Credit Suisse, DLJ, Deutsche Bank, Bankers Trust and Kidder Peabody.

MK has an MBA in Finance and Public Policy from The Wharton School and a Bachelor of Science degree from the University of Virginia.

Rhys Marsh

Managing Director, Impact Investments
Avenue Capital

Rhys Marsh is Managing Director for Avenue's new Impact Funds, offering flexible credit-oriented capital from senior debt through non-public equity within a theme of resource access, resilience and security. Prior to Avenue, Rhys founded the solar, storage & distributed generation senior secured lending platform for CIT Energy. Previously, Rhys managed opportunities in capital structure arbitrage, structured products, high yield and fundamental value for LibertyView Capital Management, a $2.5 billion Lehman Brothers hedge fund. After Lehman's bankruptcy, Rhys was part of a four-person team selected to manage the fund's workout & recovery process. Earlier in his career, Rhys worked in ... (view full description)

Keith Martin

Co-head of Projects
Norton Rose Fulbright

Keith Martin is a transactional lawyer in the Washington office of Norton Rose Fulbright.  The firm has 59 offices in 33 countries.  Its 224 projects lawyers did $176 billion in transactions in the last three years.  Keith worked for 135 companies last year. The prestigious Chambers directory gives him its sole "star" ranking among US renewable energy lawyers based on surveys of corporate law departments and peers at other firms. 

Ari Matusiak

EVP of Market Development and External Affairs
Renovate America

As EVP of Market Development and External Affairs for Renovate America, Ari oversees the company's market expansion, its strategy for deepening community offerings, and its relationships with key partners and policymakers. Previously, Ari served as Special Assistant to the President and Director of Private Sector Engagement, bridging the private sector and the Obama Administration and developing policies that spurred job creation and long-term economic competitiveness.   He is the Co-Founder and Chairman of Young Invincibles, a national organization dedicated to improving economic opportunities for 18 to 34 year olds. As VP of Strategy and Community Impact ... (view full description)

Pat McCoy

Director, Finance
Metropolitan Transportation Authority of New York City

Patrick J. McCoy Patrick McCoy is the Director of Finance at the Metropolitan Transportation Authority (MTA) in New York. Pat directs the issuance of over $5 billion in municipal bonds annually under the Authority’s multi credit borrowing structure. He is responsible for the MTA’s $37 billion debt portfolio, which includes variable rate products, derivatives and fixed rate obligations.   Prior to joining the MTA, Pat served as the Executive Director of the New York City Municipal Water Finance Authority, a public benefit corporation of the City of New York that provides capital financing for the City’s water and sewer system. Pat was Executive Director of N ... (view full description)

Michael Mendelsohn

Executive Director
Solar Finance Council

Michael is responsible for facilitating consumer finance options and investment capital for wide-scale solar deployment through the SEIA Finance Initiative and other market-leading efforts.  Prior to joining SEIA in 2015, Michael was a Senior Financial Analyst for the National Renewable Energy Laboratory where he led the Solar Access to Public Capital (SAPC) working group to engage capital market investment thru standardization and best practices.  Michael has over 25 years of experience in the energy industry with experience in utility regulation, electricity and gas markets, cogeneration deployment, and solar finance.  Michael holds a B.A. in Computer Science from Ithaca ... (view full description)

Prashant Mupparapu

Senior Managing Director

Prashant Mupparapu is Senior Managing Director in Macquarie’s Commodities and Financial Markets (“CFM”) division in New York and Houston. Prashant has over 18 years of experience providing financing and risk management products to clients in the Energy, Agriculture and Metals sectors. At Macquarie, he leads teams that provide comprehensive solutions for clients by combining Macquarie's financing, trading, and principal investing capabilities. Prashant has over 18 years of experience executing on structured products for the merchant energy asset development and finance sector to achieve larger goals within the capital structure. Previously at Credit Suisse, he was part of the leve ... (view full description)

Thomas Plagemann

Executive Vice President
Vivint Solar

Thomas Plagemann is Executive Vice President, Head of Capital Markets for Vivint Solar, a leading full-service residential solar energy provider, where he is responsible for developing Vivint Solar's tax equity and capital markets fundraising efforts and leading the financing strategy beyond its existing third party financing structures.Thomas has over 20 years of experience originating and executing financings and investments in energy and infrastructure assets globally and has been involved either as advisor, debt arranger, or equity investor in capital investments totaling $20 billion in projects with total capital costs in excess of $29 billion. He has completed transactions ... (view full description)

Alfred Pollard

General Counsel
Federal Housing Finance Agency

Alfred Pollard serves as General Counsel for the Federal Housing Finance Agency (FHFA).      Supervising the Office of General Counsel includes work on regulatory matters affecting Fannie Mae and Freddie Mac and the eleven Federal Home Loan Banks, representing over $5.5 trillion in financial assets.  Pollard is the Agency’s designated ethics official.  He has had a leadership role in investigations and enforcement actions and in the 2008 conservatorships imposed on Fannie Mae and Freddie Mac.  He oversees legal department work related to the Dodd Frank Act of 2010, lawsuits involving securities law violations, state and local laws affecting the regulated entities, compliance matt ... (view full description)

Alfredo Quintero

Senior Managing Director
Ramirez & Co., Inc

Alfredo S. Quintero Senior Managing Director Ramirez & Co., Inc.   Al Quintero is currently a public finance professional at Ramirez & Co. in New York City, where he specializes in developing solutions for major issuers in the northeast.  Prior to joining Ramirez in 2010, he spent 21 years at Merrill Lynch & Co. as a member of the municipal finance department.   In recent years, Al has focused on delivering green financing solutions to his clients, which include the City of New York, the New York City Municipal Water Finance Authority and the Metropolitan Transportation Authority of New York State.  Al also specializes in debt optimization and ... (view full description)

Michael Ruehlman

Co-Founder, President
Sunlight Financial

Michael is President of Sunlight Financial, LLC. Before joining Sunlight Financial, LLC, Michael was Vice President of Project Finance for Main Street Power Company, where he was responsible for sourcing and structuring debt, tax equity and sponsor equity investments into a solar projects. Before joining Main Street Power, Michael was Vice President of Operations at Smart Energy Capital, a leading solar developer and financier acquired by NextEra Energy Resources in 2013. Michael was previously a co-founder of BrightGrid, a leading residential solar leasing company, where he was responsible for creating and implementing the first fully private-label residential solar leasing programs with le ... (view full description)

Robert Sanders

Senior Finance Director
Clean Energy Group

As Senior Finance Director for Clean Energy Group, Rob provides analysis and designs and promotes finance strategies to engage multifamily affordable housing developers, municipalities and other project developers in community resilient power. With over twenty-five years of experience in community development and energy-related commercial finance, Rob Sanders has deep expertise in designing, implementing and evaluating financing programs, financial products and related services in the areas of clean energy and sustainable community development. Rob was formerly the Managing Director of Energy Finance for Reinvestment Fund, serving as Fund Manager for the Sustainable Development F ... (view full description)

Dana Sands

Managing Director
Energy Infrastructure Partners

Dana Allen Sands ​ has more than ​twenty​  years​' experience in both investing and in investment banking in ​utility projects, including water, waste-water and power, primarily at Morgan Stanley and Alinda Capital, a $7 billion infrastructure fund. She also headed up Salomon/Citibank's west-coast private placement group, where she raised funds for clean-tech, agri-tech and water companies.  Prior to that, Ms. Sands worked in the municipal utilities group at Lehman, where she structured water, waste water and electric utility transactions.  Finally, Ms. Sands has C-suite experience, as COO of Evolution Markets, a renewable energy focused company, and as Alinda Capital's CFO.   ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg is the CFO for Ygrene Energy Fund Inc., the leading property assessed clean energy financing (PACE) company in the U.S.  For the prior five years, he was CEO of CleanFund Commercial PACE Capital, Inc., which was recognized as the 7th fastest growing private company in the San Francisco Bay area in 2018 and as an award-winning issuer of PACE-backed securitized notes.  Previously, Greg served as CFO/COO for 6 other specialty finance and technology-oriented firms. Greg holds a B.A. in Economics and Business from Macalester College, and an MBA from Harvard Business School.

Jeffrey Schub

Executive Director
Coalition for Green Capital

Jeffrey Schub is the Executive Director of the Coalition for Green Capital (CGC), a 501(c)(3) nonprofit based in Washington, D.C. that works at the state, federal and international levels to create clean energy finance initiatives, or “green banks”, that accelerate the growth of clean energy markets. CGC is the nation’s leading consultant on green banks, which use limited public dollars to leverage large private investments in clean energy. Jeff develops green bank opportunities and partnerships across the country, managing engagements with Connecticut, New York, Minnesota, Maryland, Rhode Island, Nevada and Delaware. He advises the Connecticut Green Bank on organization strategy, and helped ... (view full description)

Jigar Shah

Generate Capital Inc

Jigar Shah is an entrepreneur and visionary committed to leveraging the next economy by solving the challenging issues of our time. Shah has recognized this as "The Impact Economy." Shah has defined the global Impact Economy as one in which mainstream investors team up with corporations, entrepreneurs, and governments at scale to solve the big problems of our time while generating compelling financial returns - not concessionary returns. Today, Shah is a Partner at Inerjys, leading the firm's activities in clean energy infrastructure projects worldwide. Inerjys is a clean technology investment fund pioneering a new investment model that provides both growth equity and project finance to cl ... (view full description)

Arun Sharma

Grovepike Associates

Arun Kumar Sharma is President of Grovepike Associates a global advisory firm serving clients in the areas of climate finance, infrastructure,  securitization, fintech and blended finance. Mr. Sharma advises a range of  leading global and national corporations, multilateral organizations and non profits on developing innovative financing solutions and new business models.    Mr. Sharma was previously Chief Investment officer at the International Finance Corporation where he executed a wide range financial market transactions and managed  key global client relationships.  He led several global innovation initiatives for the Corporation including the first IFC investment in a Green ... (view full description)

Henry Shilling

SVP, Environmental, Social & Governance, Ratings/Research
Moody’s Investors Service

Adam Shor

Shor Power

No biography specified

Cecil Smart

Managing Director
Kroll Bond Rating Agency

Cecil Smart, Jr. is a Senior Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc.  At Kroll, Cecil covers transactions in various asset classes including residential and commercial solar, PACE, and cable distribution and broadcast television rights. 
Prior to joining Kroll, Cecil was a consultant providing structural alternatives for mortality based transactions.  Prior to that, he was a vice president at DZ Bank specializing in structured credit transactions for non-traditional assets and first time entrants to the capital markets. 

Paul Spencer

President and Founder
Clean Energy Collective (CEC)

In addition to inventing CEC’s community solar concept, Mr. Spencer leads the company’s ongoing vision and execution. He is a serial entrepreneur, having built 10 companies in the last 26 years within various industries including energy, software, systems engineering, medical, brokerage and real estate development. He has also held management positions for Qwest as the Director of Business Development for a 14-state southeast region and a VP of Sales for First Consulting Group (now CSC). Mr. Spencer has received a patent for past designs and hundreds of copyrights. He lives off the grid in a self-sustaining home with his wife, has a Bachelor of Science degree in Electrical Engineering and is ... (view full description)

Laura Stern

Nautilus Solar Energy, LLC

Laura E. Stern is the co-CEO of Nautilus Solar Energy, LLC, which she co- founded in 2006. Under her leadership, the company has grown to become one of the leading solar developers and owners in the US. With over twenty-five years of finance, operational and power industry experience, Ms. Stern has sourced, structured and executed over $5 billion of power, energy and infrastructure investments. During her banking career, she specialized in originating and structuring renewable energy financings in the wind, hydro and biomass sectors. Ms. Stern has also sourced and executed senior debt financings for greenfield power development and acquisitions of distressed assets. ... (view full description)

Tom Tansy

SunSpec Alliance

Tom Tansy is an information technology executive dedicated to establishing distributed energy as a major power source for the world energy economy. Tom serves as Chairman of the SunSpec Alliance ( where he leads the solar industry's efforts to establish data and communication standards that enable seamless integration of solar PV into the Smart Grid. The SunSpec Alliance has more than 70 members, including leading fleet operators, component suppliers, and software developers. He also serves as a board member of the Solar Energy Finance Association ( Tom previously served as General Manager and Vice President of Business Development for the Vision System ... (view full description)

David Traverso

Cortland Capital Market Service

Guy Van Syckle

Hannon Armstrong

Guy Van Syckle has helped Hannon Armstrong (NYSE:HASI) fund over $3 billion dollars in energy efficiency, wind, and solar projects since 2012.  Guy works to advance Hannon Armstrong’s securitization platform, which has been placing green securities with institutional investors for over 15 years, and further develop Hannon Armstrong’s green bond offerings.  Recent Hannon Armstrong green bond issuances include an $84 million offering secured by efficiency and solar investments at public schools across the U.S. and a $100 million offering secured by the land under solar and wind projects.  Guy has also led ESG reporting efforts, implementing a methodology that evaluates all Hannon Armstrong inv ... (view full description)

Stephen Viscovich

Managing Director
Credit Suisse

Stephen Viscovich is a Managing Director in the Securitized Products Group at Credit Suisse, where he has worked for 14 years. Mr. Viscovich is a senior officer on the esoteric & transportation ABS team that focuses on transactions secured by a wide variety of new and non-standard asset portfolios in the securitized markets. In his position, Mr. Viscovich is responsible for the team’s focus on financing renewable energy assets, particularly distributed generation solar PPA/lease and loan portfolios through the issuance of asset-backed securities and other structured finance products. Mr. Viscovich also focuses on transactions collateralized by energy efficiency loans, triple-net leases, g ... (view full description)

Chuck Weilamann

Chief Credit Officer

Chuck Weilamann is currently a Managing Director with DBRS, Inc. providing credit ratings for U.S. and international structured finance transactions in the consumer, commercial and esoteric asset-backed sectors.  Prior to his position at DBRS, Chuck was a Partner at WoodLake Advisors, LLC, an independent financial advisor focused on providing advisory services to clients in energy infrastructure, securitization, leasing and project finance.  Prior to founding WoodLake Advisors, Chuck was a Vice President at Credit Suisse Securities (USA) LLC, where he was been responsible for the underwriting of products collateralized by esoteric assets valued at over $10 bill ... (view full description)

Jeff Weiss

Executive Chairman
Distributed Sun

Jeff Weiss co-founded Distributed Sun in 2009 and is Executive Chairman. Distributed Sun, a leading U.S. solar operator, large US Community Solar developer, and has built community, commercial, industrial, and utility scale projects in fifteen states. Jeff leads capital formation, business development and relationships, strategy and governance. An early digital media and commerce entrepreneur, Jeff led companies in renewable energy, cyber and physical security, intelligence and corporate fraud mitigation, mission preparedness and training, software development, and transformational management. Companies include Picture Network International (sold to Kodak in 1997), CDx (Cer ... (view full description)

Eric White

Chief Executive Officer
Dividend Finance, Inc.

Eric is the CEO of Dividend Finance, LLC, a leading financing provider to the U.S. residential renewable energy and energy efficiency market.  Eric previously founded Dividend Solar, which pioneered the U.S. residential solar loan financing product.  Earlier in his career, Eric was an Investment Professional at American Infrastructure MLP Funds (“AIM”), a real-asset focused private investment firm based in the San Francisco Bay Area. Eric played a critical role in sourcing and executing a quarter of AIM’s total platform investments, and was integrally involved with the management of several AIM portfolio investments. Eric joined AIM from Bank of America Merrill Lynch, where he wa ... (view full description)

Kent Williams

Vice President Asset Management
Vivint Solar

Kent Williams is the Vice President of Asset Management at Vivint Solar, a leading full service residential solar integrator. In this position, Kent is responsible for securing funding for the company from large financiers. Prior to Vivint, Kent was the Executive Vice President and Chief Operating Officer of LeaseDimensions, an industry-leading renewable-energy finance, origination, and servicing business. He worked closely with most of the solar industry’s residential solar finance providers and was instrumental in the development and operation of the company. Prior to LeaseDimensions, Kent was a founding partner and senior executive of Loan Servicing Enterprise (LSE), a joint venture estab ... (view full description)

Sarah Wilson

Managing Director, Head of ESG Integration

Sarah Wilson is a managing director and member of the responsible investing (RI) team at Nuveen, the investment management business of TIAA. Nuveen’s responsible investing team is responsible for creating a firm-wide holistic RI vision and executing a unified framework across Nuveen’s multi-affiliate structure. Nuveen’s RI framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development.  As head of environment, social and governance (ESG) integration, Sarah leads a team that integrates ESG factors into investment decisions for all equity, fixed income, and real assets investments. He ... (view full description)

Phoebe Xu

Senior Vice President - ABS
Morningstar Credit Ratings

Phoebe Xu, CFA, is senior vice president of asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. She is involved in the ratings process and the development of criteria and models for ABS transactions.   Before joining Morningstar, Xu was a lead analyst in the structured finance group of Moody’s Investors Service, where she focused on esoteric ABS. Previously, Xu worked as an analytical associate in FitchRisk/Algorithmics.    Xu holds a bachelor’s degree in English literature from Peking University, a master’s degree in business administration from Emory University’s Goizueta Business School, and a master’s degree in risk management f ... (view full description)

Scott Zajac

Chief Executive Officer
Rockwood Group

Scott has over 25 years’ experience structuring and issuing high quality private placements (high investment grade with monitored rating). He has been directly involved with the structuring and issuance of over $30 billion in such securities that have been collateralized by mortgages, treasury securities, tax credit streams, renewables, and various forms of credit enhancement. His largest investor class has been insurance companies (P&C and Life) and the vast majority of securities have received the NAIC1 designated.   Rockwood Management Corporation is a solutions oriented issuer focused on meeting the needs of investors with high quality products. For exa ... (view full description)

Marian Zucker

Sector Lead- Housing Group
S&P Global

Marian Zucker, for the last ten years, directed the multifamily, single family and capital markets activities for New York State Homes & Community Renewal (“HCR”), which issues bonds through the New York State Housing Finance Agency, State of New York Mortgage Agency and New York State Municipal Bond Bank Agency. Ms. Zucker has devoted her career to the area of affordable housing, holding various positions on Wall Street and in the public sector. Under her leadership, HCR financed over 64,500 affordable rental units and 17,520 single family homes. Ms. Zucker also managed the structuring, marketing and sale of all of the Agencies’ bond issues, to date totaling $21.8 Billion.  During most ... (view full description)
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 5th Annual Green Investing Conference


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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 or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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