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Farooq Ahmad

Executive Director
Mount Street Portfolio Advisors

Farooq has been working with Mount Street Portfolio Advisers since 2015 and is a portfolio manager within the structured credit team which oversees a EUR10bn portfolio of European and US structured credit securities.  Farooq has over 17 years of experience in the CLO and structured credit markets.  He holds a BSc in Actuarial Science from the London School of Economics.

Steve Baker

Primary CLOs
JP Morgan

Mr. Baker is a member of the Primary CLO business at JP Morgan, focused on CLO Origination for Europe.  Before joining JP Morgan, Mr. Baker was with the Structured Credit Group at Apollo in London, investing in CLOs and capital relief/SRT transactions and was involved in the issuance of Apollo’s managed CLOs. Mr. Baker has been a banking structured credit professional for more than 20 years; his prior positions included a Technical Specialist position at the UK FSA and Head of Structured Finance Solutions for EMEA and Americas for Standard Chartered Bank. In addition, Mr. Baker was in New York for over 12 years where he co-managed Lehman Brothers' CLO Banking Group as well as held various po ... (view full description)

Brian Barnhurst

Portfolio Manager

Brian Barnhurst, CFA, is a Principal and Portfolio Manager on the European Leveraged Finance Team at PGIM Fixed Income, based in London. Mr. Barnhurst is primarily responsible for managing bank loans and high yield bonds across multiple mandates. Prior to joining the Leveraged Finance Portfolio Management team in January 2017, he was a high-yield credit analyst covering the energy and automotive sectors. Previously, he covered the food & beverage, food retail, and consumer sectors. Mr. Barnhurst began his career as an analyst in the Leveraged Bank Loan Group of PGIM Fixed Income. He received a BS in Business Administration from Villanova University, with a concentration ... (view full description)

Colin Behar

Portfolio Manager

Colin is a Portfolio Manager at USS

Jonathan Butler

European Head of Leveraged Finance
PGIM Fixed Income

Jonathan Butler is Managing Director and Head of the European Leveraged Finance Team at Pramerica Investment Management Limited, based in London. He is also a member of the board of directors of Pramerica Investment Management Limited, Pramerica's UK-regulated business, and assists with developing and implementing the firm's business strategy in the UK. Earlier, Mr. Butler was responsible for establishing and managing NIBC’s third-party CLO asset management franchise. At NIBC, he invested in senior and mezzanine loans for financial sponsor transactions (leveraged buyouts). Previously, Mr. Butler held investment positions with Chemical Bank (now JPMorgan Chase ... (view full description)

Nuno Caetano

Director & Portfolio Manager

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

Florent Chagnard

Managing Director – EMEA CLO Syndication

Florent Chagnard is a Managing Director at Credit Suisse based in London. He is responsible for the Origination and Syndication for the EMEA CLO New Issue business. Florent joined Credit Suisse in July 2010 from Bank of America-Merrill Lynch where he worked in European CLO Structuring and in Structured Portfolio Trading. Florent holds a Master’s degree in Financial Mathematics from the University of Chicago and a Master’s ... (view full description)

Sid Chhabra

Head of Structured Credit
Bluebay Asset Management

Sid is Head of Structured Credit and CLO Management. Sid joined BlueBay in June 2018 and has over 15 years of structured credit and CLO experience, having been involved in the structured credit markets from the earliest stages of issuance. He was most recently a London-based Managing Director, responsible for structured credit and CLOs, at Anchorage Capital Europe, a USD15 billion alternative investment manager. Prior to Anchorage, Sid was part of the Structured Credit/CDO Group, EMEA, at JPMorgan where he was involved in originating, structuring and investing in structured credit products. Sid holds a B.Tech from the Indian Institute of Technology, Madras (IITM) and an M.S from the London S ... (view full description)

Meredith Coffey

Executive VP of Research & Analysis
Loan Syndications Trading Association

Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market. In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts. Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)

Jerome Colson

ABS/CLO Trader
Natixis CIB

Jerome joined Natixis in 2004 as a proprietary trader with a focus on European ABS and European/US CLOs.

He joined in 2009 the workout department, winding down the bank legacy holdings in ABS and CDOs.

He is working since 2015 on the secondary € ABS/CLO trading activities.
Jerome graduated from Supelec engineer school, he also holds a MSC in Financial Markets from Paris Dauphine University

Adrian Duffy

Senior Managing Director
Guggenheim Partners Europe Limited

Mr. Duffy joined Guggenheim in October 2001 as a Managing Director responsible for overseeing the credit investing business, and was one of the three founding principals of this business at Guggenheim.  Mr. Duffy originally co-headed a team focused on investing in various leveraged credit markets in a variety of industries, and was responsible for directly originating middle market transactions.  He was also a member of the Investment Committee. In early 2007, Mr. Duffy was responsible for incorporating Guggenheim Partners Europe Limited (“GPEL”) with a focus on the European loan and bond markets.  He currently leads a team of twelve investment professionals and six support staff.  GPEL i ... (view full description)

Antoine Dulucq

NatWest Markets

Maximilien Faré

Senior Director
Mount Street Portfolio Advisers

Maximilien joined MSPA in 2010. Having worked for over 15 years in the banking and financial industry, Max has gained significant experience in corporate and leveraged finance, energy, utilities, infrastructure credits and distressed assets. Prior to joining MSPA, Max worked at WestLB in the Private Equity / Mezzanine (2006-2009) area with a focus on listed participations, Financial Services direct investments and U.S. funds portfolio. Between 2002 and 2006, Max worked in origination in the Telecom Media and Technology team (2002-2006). Maximilien graduated in management from Audencia business school, holds a Specialised Master’s degree in finance from EM L ... (view full description)

Olivier Genin

Senior Portfolio Manager- Securitization - CLO

Olivier Genin joined Amundi in 2015 as a portfolio manager for the ABS Purchase Program of the ECB. With a primarily focus on CLOs, he now serves as co-portfolio manager of the European ABS & CLO strategy. Before Amundi, he was a Partner in a boutique asset manager specialized in opportunistic investment on yielding structured credit assets (BBB to first loss of ABS and CLOs) where he spent more than 6 years. Prior to that, he worked in London at Merrill Lynch as a CLO structurer, working on various types of underlying assets (Loans, Bonds, SMEs, …). Mr. Genin holds a master degree in Fundamental and Applied Mathematics from the Paris XI University and a postgraduate degree in Fina ... (view full description)

David Gillmor

Sector Lead - Leverage Finance European Corporate Ratings
S&P Global Ratings

David Gillmor is Sector Lead for European Leverage Finance at Standard & Poor’s.  Previously David was Head of Analytics in European Leverage Finance.  He has been responsible for the quality of European Recovery Ratings and Issue Ratings for Speculative Grade Corporates, as well as all Mid Market Ratings and Credit Estimates.Before joining Standard & Poor’s in 2003, David was a credit officer covering ... (view full description)

Martin Hallmark

Senior Vice President
Moody's Investors Service

Martin Hallmark is a Senior Vice President at Moody’s in the EMEA Corporate Finance Group in London. He joined Moody’s in June 2014 and has over 20 years of experience in corporate finance and credit analysis.  Before joining Moody’s he spent 7 years as a Senior Analyst at CVC Credit Partners analysing and monitoring investments within the European leveraged finance and high yield markets. Prior to CVC Credit Partners he was at RBS where he was responsible for origination, structuring and execution of leveraged finance transactions both in the European and the UK mid-cap markets, including 4 years in Milan. Prior to that, he worked at BDO Stoy Hayward where he covered auditing, account ... (view full description)

Charles Hand

Managing Director
Bank of America Merrill Lynch

Charles is a Managing Director at Bank of America Merrill Lynch primarily responsible for origination and structuring of European CLOs and credit asset financing.  Prior to joining Bank of America Merrill Lynch in February 2005 Charles was a Director at Fitch Ratings. Charles began his career at JPMorgan. Charles has an BA degree in French and German from University College London.

Tim Houghton

Managing Director
Cortland Capital Market Services LLC

Before joining Cortland Tim Houghton was a Senior Vice President at LaSalle Global Trust Services overseeing the group's CDO Services office in London. Previously Tim spearheaded and led the leveraged loan services business at LaSalle, servicing cash and market value CLOs, TRS, and hedge funds. Tim's earlier experience includes working in front, middle, and back-office roles at Nomura Securities International and as a trustee for RMBS at Bankers Trust Company. Tim is a CFA charterholder and earned his B.S. in Business Administration from the University of California, Berkeley.

Eric Hudson

Managing Director
Kroll Bond Rating Agency

Eric Hudson is a Managing Director and Head of the Structured Credit Group at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions.   Hudson joined KBRA after 11 years at S&P Global Ratings, where he held various roles within the company’s structured finance ratings practice. Most recently, he was a senior director and analytical manager for S&P’s U.S. Structured Credit Group, where he led the team that was responsible for assigning ratings to all newly-issued CLO and CDO transactions. In addition to managing a multiregional team of analysts, Eric served as the face of S&P’s CLO team, leading outreach efforts among arranger ... (view full description)

Vincent Ingato

Managing Director & Portfolio Manager
ZAIS Group

Mr. Ingato serves as a Senior Portfolio Manager and Managing Director and was responsible for establishing ZAIS’s leveraged finance business. Prior to joining ZAIS in June of 2013, Mr. Ingato was a Managing Director and Portfolio Manager at CVC Credit Partners, CVC Capital’s credit business (formerly known as Apidos Capital). He joined CVC in May 2008 in connection with the sale of ACA to CVC. Mr. Ingato established ACA’s leveraged finance business in 2004 and was responsible for the firm's Corporate and Leveraged Loan CDOs. Prior to joining ACA Capital, Mr. Ingato was Senior Vice President and Head of the Leveraged Finance Group at Fuji Bank, which he started in 1992. After the bank merged ... (view full description)

Joelle Jefferis


Milan Kecman

Structured Credit Analyst

Milan joined Alcentra in March 2013 as an Analyst within the Structured Credit Team. He is responsible for analysing investments in structured products across Alcentra’s funds. Before joining Alcentra he worked at Barclays for 3.5 years as a member of the counterparty risk trading team, where he managed market risk on a complex derivatives book.

Milan has an MSc in Mathematical Finance from Imperial College London, and a BSc in Mathematics and Economics from the LSE.

Lauren Kerr

Director of Programming

Matthew Layton

Pearl Diver Capital

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

Michael Malek

Credit Suisse Bank (Europe), S.A., Paris Branch

Michael Malek is a Director in the Global Markets division of Credit Suisse, responsible for European CLO structuring. Michael has 15 years of experience in structured credit structuring. Michael joined Credit Suisse in 2007 from Natixis where he was a CDO structurer and executed various cash and synthetic CDO and CLO transactions. Michael holds an MSc in Mathematics and Finance from Pantheon Sorbonne University, Paris.

Michael Moffitt

Commercial Director
TMF Group

Alex Navin

Vice President

Alex joined Citi in 2010 and has worked on the CLO Trading Desk since 2011. He relocated from New York to run the European CLO trading operation out of London in January 2018. In the US his most recent focus was trading the CLO Equity book and managing the macro-risk profile of the trading desk inventory. Alex graduated from Virginia Tech with a BS in Mechanical Engineering and minors in Math and Economics.

Matthias Neugebauer

Managing Director & Head of European Structured Credit
Fitch Ratings

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

Conor O'Toole

Managing Director, Head of European Asset Backed Research
Deutsche Bank

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

Sven Olson

Angelo, Gordon & Co.

Sven Olson joined Angelo Gordon in 2016 and is a Director in the London office focused on European performing credit. Prior to joining Angelo Gordon, Sven worked as a research analyst at Castle Hill Asset Management covering both distressed and performing credit. Previously, Sven worked in Deutsche Bank’s High Yield and Credit Trading groups in London and New York. Mr. Olson holds a B.S. degree from the State University of New York at Albany and an M.B.A. degree from New York University.

Steven Paget

Managing Director
Angelo, Gordon & Co.

Steven Paget joined Angelo Gordon in 2018 and is a Managing Director and portfolio manager in the firm’s European performing credit business. Prior to joining the firm, Steven was a portfolio manager in the European Leveraged Finance Team at PGIM Fixed Income where he managed high yield bonds and bank loans across European and Global mandates, with specific responsibility for managing the European Dryden Collateralised Loan Obligation (CLO) platform. Previously, he worked as an Associate on the European CLO and Loan TRS team at Bank of America Merrill Lynch. Steven received a First Class BSc (Honours) in Mathematics from The University of Manchester Institute of Science and T ... (view full description)

Dimitris Papadopoulos

Head Structured Syndicate/CLOs

Dimitris joined Natixis in 2017 and currently serves as the head of structured credit syndication and CLO origination for Europe. Having worked in the financial markets since 1997 and in structured credit since 1999, Dimitris has occupied senior positions in structuring or sales in a number of institutions including RBC, BNP Paribas, CIBC, JP Morgan and Bank One amongst others. He holds a BSc  Statistics and Insurance from the University of Piraeus and an MSc International Securities, Investment and Banking from the ICMA Centre at Henley Business School, University of Reading.

Ian Perrin

Associate Managing Director
Moody's Investors Service

Ian joined Moody’s in August 2001 and has been a lead analyst on rating various types of CDOs transactions as well as consumer ABS structures. In 2013, Ian moved to the surveillance side and is currently managing the EMEA Structured Credit monitoring team.

Prior to joining Moody’s, Ian was working at CDC Marches (now Natixis CIB) as a risk/result analyst. Ian holds a Masters Degree in Structured Finance from Université de Paris I (Pantheon-Sorbonne).

Chris Porter

Head of Private Equity, Loan & CLO Business Development, EMEA
S&P Global Ratings

Chris is Head of Private Equity, Loan & CLO Business Development, EMEA at S&P Global Ratings, covering ratings throughout the region, including all corporate, leverage and infrastructure/project finance loans, as well as CLOs.    Prior to S&P Global Ratings he spend over 20 years in the syndicated loan market, working across many of its’ different asset classes.   His career started in NatWest on the project group that subsequently transformed into Europe’s first dedicated secondary loan sales team.  His next role was on the primary sales desk, distributing corporate, structured and financial institution loans into European investors.   After primary sales ... (view full description)

Ganesh Rajendra

Managing Partner
Integer Advisors

Ganesh is a Managing Partner at Integer Advisors, an investment advisory firm specializing in private and alternative credit opportunities.  Prior to co-founding Integer Advisors, he spent 20+ years in investment banking, primarily in the credit and asset-/ mortgage-backed markets. Most recently, Ganesh led the fixed income credit and securitized product strategy team at RBS in London for 7 years. Before joining RBS in 2010, he was at Henderson Global Investors where, as the Head of Advisory, he spearheaded the effort to provide solutions to third-party holders of structured credit risk in the immediate aftermath of the financial crisis. From 2001 until beginning of 2009, Ganesh ... (view full description)

Dan Robinson

Chief Investment Officer, Europe
CIFC Asset Management

Dan Robinson is CIFC’s Chief Investment Officer in Europe responsible for all of the firm’s investment activity in the region.  He joined CIFC in October 2018 and has over 20 years of experience investing in sub-investment grade credit and restructuring.  Prior to joining CIFC, Mr. Robinson was Head of Liquid Credit (Europe) for Apollo International and the senior investment manager responsible for Apollo’s investment activity across the spectrum of liquid credit including leveraged loan, levered credit, high yield bond and CLO strategies.  He was also the senior investment professional responsible for investing and marketing Apollo’s Multi-strategy Alternatives Total Return Fund in Europe.  ... (view full description)

Todd Rothman

Managing Director, High Yield and Leveraged Loan Capital Markets
J.P. Morgan

Todd is a Managing Director in J.P. Morgan's EMEA High Yield and Leveraged Loan Capital Markets team in London, having relocated from New York in 2010, where he worked for over 10 years. The group works closely with corporates and private equity firms to structure and syndicate a variety of transactions including LBO's, corporate acquisitions, recapitalizations and refinancings in the leveraged loan, high yield bond and mezzanine debt markets. Todd has spent his entire career at J.P. Morgan and its predecessors, joining Chase in 1999. Within the leveraged finance group, he has experience and expertise across a variety of industry and has executed roughly 200 transactions, raising over ... (view full description)

Jihan Saeed

Managing Director
Permira Credit

Jihan joined Permira Debt Managers in February 2013 and leads the structured credit platform which invests predominantly in CLO equity.

Harshit Shah

Director-Portfolio Manager
Sumitomo Mitsui Trust Bank

Harshit has been working with Sumitomo Mitsui Trust Bank since 2006. He is currently part of the Structured Credit desk looking at European CLOs and RMBS. Through his tenure at Sumitomo, He has worked in various roles including Non-Financial Corporates Analyst, Credit Strategy Analyst, Trader and Structured Credit Analyst. He is a Chartered Accountant by qualification.

Nick Shiren

Cadwalader, Wickersham & Taft LLP

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

Jeff Soar

Director, CLOs

Emanuele Tamburrano

Analytical Manager
S&P Global Ratings

Emanuele Tamburrano is Analytical Manager and Senior Director for EMEA Commercial Credit (Structured Credit and CMBS). He is based in London. He joined the S&P Global Structured Finance team in 2005 and he was the primary analyst for several structured credit transactions such as Collateralized Loan Obligation (CLOs), Synthetic CDO’s, Market Value CDOs, SMEs. For a couple of years, Emanuele worked in the EMEA Project Finance team where he was the lead analyst in rating innovative project finance transactions like one involving a portfolio of solar photovoltaic operating companies in Spain and another project finance related to nursing homes in Belgium. ... (view full description)

Aza Teeuwen

Partner, Portfolio Manager
TwentyFour Asset Management

Aza is one of the partners of TwentyFour and a Portfolio Manager. His main responsibility is managing the firm’s ABS funds, including the Monument Bond Fund and the TwentyFour Income Fund, in addition to a number of institutional mandates. He is also a member of the firm’s Investment Committee.
Aza has 9 years of experience of fixed income portfolio management. He joined TwentyFour in 2011, after having spent 4 years working for IMC asset management in Amsterdam, where he focused on the European RMBS, CLO and ABS CDO sectors. He holds a master’s degree in Financial Engineering & Management from the University of Twente (the Netherlands).

Christian Thun

Chief Executive Officer
European DataWarehouse

Dr. Christian Thun is the Chief Executive Officer of the European DataWarehouse (ED). As the European securitisation repository ED collects, validates and stores loan-level data and relevant documentation stemming from more than 1,100 European ABS transactions. Christian joined ED in January 2016. Prior to it, Dr. Thun worked at Moody’s Analytics for 14 years in various senior positions, most recently as senior director with inter alia responsibility for the DACH region. In the early stage of his career, Mr. Thun was a team leader at the risk consulting firm Baetge & Partner (an OliverWyman affiliate) and also worked in structur ... (view full description)

Daniel Tobias

Cadwalader, Wickersham & Taft LLP

Daniel  Tobias is a partner in the Capital Markets Group in Cadwalader’s London office. He focuses on securitisation, with a focus on CLOs. Daniel has represented arrangers, collateral managers and warehouse finance providers in connection with a variety of European CLO 2.0 transactions and loan warehouse facilities. Daniel has been working on CLO transactions since the resurgence of the European CLO market several years ago.  He has advised on numerous CLOs, including those with complex originator retention structures.

Nicholas Voisey

Managing Director
Loan Market Association

Nicholas has been active in the loan market for over 25 years, most recently at KPMG and before that as Head of Syndications at National Australia Bank for 10 years. Prior to that, he held senior corporate banking roles for Japanese and North American institutions. He has a wide experience of the debt product, both primary and secondary, covering corporate, leveraged, real estate, structured and project finance. He joined the LMA in 2008 and currently handles, amongst other things, regulatory matters for the Association. He was also responsible for editing ‘The Loan Book’ and ‘Developing Loan Markets’ which were published in 2011 and 2013 respectively by the LMA; the former analysed the impa ... (view full description)
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Event Contacts for 6th Annual Investors’ Conference on European CLOs and Leveraged Loans


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

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

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

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

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

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

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

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

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

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

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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