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Richard Ambery

General Counsel
Managing Partners Group

Richard Ambery is an asset swap trader turned magic circle qualified English solicitor. Previously a Partner at Dechert, Mayer Brown and Arthur Cox, as well as Head of Capital Markets at Malta’s leading commercial law firm for 6 years, Richard is qualified in England and Wales and Ireland and is a Registered European Lawyer with the Ministry of Justice in Malta. Richard has practised in the areas of debt and equity capital markets, acquisition finance, mergers and acquisitions and corporate law for over 24 years.  However, his real focus has always been structured finance; leading advice on a number of ground breaking and award winning transactions such as the Formula 1 Finance B ... (view full description)

Anna Bak

Associate Director, Securitisation

Anna Bak is a Associate Director, Securitisation Division at The Association for Financial Markets in Europe (AFME) where she is responsible for developing positions on a wide variety of securitisation related topics, and then representing those positions to the European institutions, international organisations as well as a wide range of national authorities.   Anna joined AFME in February 2014 to work at the Securitisation Division. She is involved in negotiating industry standpoints on many critical regulatory initiatives, including calibration of the Basel capital and liquidity rules, Solvency 2 rules, derivatives and transparency rules as well as establishing “simple transparent a ... (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. 

Joost Bergsma

Managing Partner and CEO
Glennmont Partners

Joost Bergsma founded Glennmont Partners in 2013 completing a spin out of BNP Paribas Clean Energy Partners which had been established since 2008. Glennmont manages over Euro 1.0bn across two unlisted funds and managed accounts for a range of global institutional investors. Glennmont focuses on renewable energy including on shore and off shore wind, solar and biomass. Joost has been active in utility banking and clean energy fund management for more than twenty five years. In this time, he has devised and implemented asset and exit strategies, generating in excess of EUR 10bn of sales proceeds for energy clients. He is actively involved in originating new deals through the fund’s devel ... (view full description)

Bram Bos

Senior Portfolio Manager
NN Investment Partners

Bram is Lead Portfolio Manager of the NN IP Green Bond fund as part of the Global Credit Boutique at NN Investment Partners. The fund focusses exclusively on green bonds and combines a clear green profile with an above market performance since its inception. Bram has 17 years of portfolio management experience with different roles at Unilever, APG, Nomura and Fullerton Fund Management. He is also a member of the UN PRI Fixed Income Advisory Committee since 2014.

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)

Max Bronzwaer

Director & Investor Liaison
Prime Collateralised Securities (PCS) UK and EU

Max Bronzwaer is Director and Investor Liaison of Prime Collateralised Securities (PCS) UK and EU. PCS is a Third Party Certification Agent under the STS Regulation. Until August 2018, Max was Executive Director and Treasurer of Obvion, a 100% subsidiary of Rabobank Group with a mortgage portfolio of over € 30 billion. In that role, Max was, among other things, responsible for Obvion's RMBS programme STORM, one of Europe's leading RMBS programmes with over 40 transactions and total issuance of over EUR 50 billion since December 2003. In 2016, Obvion issued the world's first green RMBS: Green STORM 2016. Before joining PCS in his current role, Max has been a member of the Market Committee of ... (view full description)

Davide Cannarozzi

Managing Partner
GNE Finance

Davide founded and leads GNE Finance (Global New Energy Finance), a company which aims to bring on-tax PACE financing from the United States to the European Union. Currently leading an International Consortium of five countries to develop on-tax PACE financing in select cities, GNE Finance has the track-record, expertise, key PACE US contacts and network of European investors required for a successful deployment of this innovative financing program for Energy Efficiency in homes and buildings.   Prior to launching GNE Finance, Davide served as CFO of Enertika, an ESCo company headquartered in Spain. Overcoming the well-known barriers and challenges in the energy sector, Davi ... (view full description)

Marius Cara

Deputy Head of Investor Relations, Capital Markets
European Investment Bank

Marius Cara is the Deputy Head of Investor Relations and Marketing Division at EIB. His main responsibilities include marketing of the EIB Climate Awareness Bonds (CAB), on-going liaison with investors, rating agencies and credit analysts and general market communication on EIB developments. In the field of green bonds, Marius is actively following the work of the Green Bond Principles and other relevant research, providing input to the EIB communication on the subject and explaining the EIB green bond strategy at conferences and events. Marius joined the EIB in 2006 as Advisor to the Audit Committee and moved to Capital markets in 2011. Before EIB he worked for sever ... (view full description)

Tim Conduit

Allen & Overy LLP

Tim is a partner in the international capital markets group based in the London office. He advises across a broad range of projects and infrastructure related work in the bond, bank and institutional debt markets. Tim has also been involved in the recent development of innovative project bond structures to promote capital market financing of PPPs

Cisco DeVries

Chief Executive Officer

Debashis Dey

White & Case LLP

Widely recognised as a leading finance and capital markets lawyer, Debashis has over two decades of experience in helping domestic and international clients to execute a spectrum of complex cross-border transactions. Debashis has a seasoned focus on European Financial Services and Middle Eastern based corporates but is also active in a number of other sectors including private equity, structured finance, Islamic finance and non-performing loans.   His extensive track record includes advising investment banks, corporates and governments on capital markets, securitisation and structured finance matters, including Islamic finance sukuk transactions, regulatory capital transactions, commer ... (view full description)

Ulf Erlandsson

Senior Portfolio Manager
Strukturinvest FK

Dr. Erlandsson is lead portfolio manager of the Glacier Impact fund, a start-up fixed-income total return fund by Strukturinvest FK.  The fund will take exposures across the full green finance spectrum as well as utilize GHG-neutral strategies aiming to generate attractive returns and significant climate change impact. Erlandsson ran credit and SSA books at AP4 with responsibility for green bonds between 2009-2017.  Prior to that, he worked as a quantitative strategist at Barclays Capital. Erlandsson earned his Ph.D. in macroeconomics from Lund University. His publication record includes books like Systematic CDS index trading (2008), Empirical Analysis of the Credit ... (view full description)

Steven Fawkes

Founder and Managing Partner
EnergyPro Ltd

Dr. Steve Fawkes has over 30 years experience in energy efficiency including delivering large-scale energy management programmes, co-founding two energy service companies, implementing innovative energy services deals, and advising governments.  Current roles include: Senior Adviser to the Investor Confidence Project, Independent member of the Investment Committee of the London Energy Efficiency Fund and Project Manager for the EEFIG Derisking Project.  He is also a Director of EESL EnergyPro Assets Ltd, a JV between EnergyPro and EESL, the Indian energy efficiency company and a Trustee of the National Energy Foundation.  He was recently awarded the American Council for an Energy Efficient E ... (view full description)

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)

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)

Cenzi Gargaro

White & Case LLP

A partner in White & Case’s Capital Markets group in Paris, Cenzi Gargaro has extensive experience handling international securities and structured finance deals, as well as deep insight into regulatory/hybrid capital and liability management matters. Cenzi regularly helps clients to navigate and meet their green aspirations, and is actively involved in advising on significant and award winning, Green Bonds Issues.  Before joining White & Case in 2013, Cenzi practiced in the Paris office of a Magic Circle law firm for more than 25 years. Some of his recent representative green transactions on which he has advised include:First Green Bond Issue by SNCF ... (view full description)

Agnes Gourc

Director, Sustainable Capital Markets, Fixed Income
BNP Paribas

Agnès Gourc joined BNP Paribas in 2004 as a credit analyst, after completing an MSc in Business Studies from Ecole Supérieure de Commerce de Paris Europe.
Agnès joined the Debt Capital Markets team in 2007, where she worked for 9 years as a bond originator on a wide range of debt issuances for financial institutions and corporate, across the capital structure.
In her current role, in Sustainable Capital Markets, Agnès is meeting key stakeholders in the green bond market, including issuers, investors, external reviewers, NGOs, and is involved in the GBPs Executive Committee work. Agnès has been working on all recent green bond transactions lead-managed by BNP Paribas.

Jon Hay

Corporate Finance Editor

Jon Hay is corporate finance and sustainability editor of GlobalCapital, the capital markets newspaper (the new EuroWeek), published by Euromoney Institutional Investor PLC. He has previously been editor of EuroWeek and managing editor of Futures and Options World, as well as editor of Structured Finance International and a securitisation reporter for EuroWeek.

Joop Hessels

Executive Director, Head of Green Bonds

Joop is fully focussed on Green, Social and Sustainability bond structuring and advisory since 2014. In his current role is head of Green Bonds, he structured and arranged ABN AMRO's award winning green bond program and supports the further development of the sustainable markets via the development of the world’s first sustainable shipping loan for Anthony Veder and CBI certified OVG green real estate loan. He is supporting several FIG and Corporate issuers like DKB, Berlin Hyp, SEB and TenneT as green bond advisor. Joop is founding member of the GRESB green bond working group and representing ABN AMRO as member of the Green Bond Principles. He is an active member of the Energy Efficient Mor ... (view full description)

Holger Kapitza

Director Credit Strategy & Structured Credit Analyst
UniCredit Corporate & Investment Bank

Holger Kapitza is a senior credit analyst focusing on European securitization markets in UniCredit’s research team and has more than 10 years’ experience in structured products and debt restructuring. Prior to this, he worked as a senior risk specialist with UniCredit’s credit risk team focusing on risk management of securitization and also as a portfolio manager focusing on the restructuring of structured real estate. Holger holds a master’s in economics from Ludwig-Maximilians-Universität München (Dipl.-Volkswirt).

Lauren Kerr

Director of Programming

Sean Kidney

Chief Executive Officer
Climate Bonds Initiative

Sean Kidney is the CEO of the Climate Bonds Initiative, an international NGO working to mobilize debt capital markets for climate solutions.  Projects include a green bond definitions and certification scheme with $34 trillion of assets represented on its Board and some 200 organizations involved in its development and governance; developing green securitization as a response to aggregation challenges in emerging markets; working with the Chinese central bank’s green finance task force on how to grow green bonds in China; and with investment banks, investors and regulators around the world on growing green bond markets. Sean is a Consultant (Green Bonds) to the United ... (view full description)

Matthew Kiernan

Founder and Chief Executive
Inflection Point Capital Management

Matthew Kiernan is founder and Chief Executive of Inflection Point Capital Management (IPCM), a London-based investment advisory boutique with a 100% focus on sustainability-enhanced investment strategies. The firm currently has approximately $1 billion under advisement, and its joint venture partner is Groupe La Francaise, a European asset manager with over € 60 billion under management. He is also chairman of La Francaise Inflection Point, the joint venture’s portfolio management arm. Prior to the creation of Inflection Point Capital Management in 2009, Dr Kiernan had been founder and Chief Executive of Innovest Strategic Value Advisors (ISVA), an investment research and ... (view full description)

Kristina Klimovich

Director, Communications and Market Research

Kristina is promoting energy efficient, comfortable and healthy spaces for people through innovative financing tools, Public-Private Partnerships, and policy initiatives. In the past, as a Director of Communication and Market Research for PACENation, a New York-based market association, she worked to accelerate the development of the PACE market and lower barriers to entry for new PACE service providers. Today, Kristina is based in the Netherlands and as a PACENation Fellow, she is leading the organization's international efforts. Kristina also holds a position of a PACE Financing Advisor at GNE Finance, a Barcelona-Amsterdam-based advisory firm, dedicated to unlocking the EU market for ener ... (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)

Georg Lehmann

Investor Relations
Kommunalkredit Austria AG

Mr. Georg Lehmann has a longstanding experience in bank management and capital markets. Since 2017 he has been in charge of Investor Relations at Kommunalkredit Austria AG. Before that he worked for Hypo NOE Group Bank and Allianz Investmentbank for more than 16 years. During this time he held positions as Investor Relations Manager and Senior Risk Manager and worked in the fields of asset management and business development.  As Investor Relations he has also been responsible for Rating, SRI and Sustainability Advisory. Georg Lehmann holds a Master in Business Administration from Vienna University of Economics as well as a Master in Mechanical Engineering from Vienna University of Technolog ... (view full description)

Sarah Milne

ABS Structuring
Macquarie Bank

Sarah is responsible for fixed income sales and syndicate in the Commodities and Global Markets division at Macquarie Bank in London.   Primarily focused on secured credit such as securitisation, Sarah has been involved in a myriad of public and private fundraisings on behalf of banks, finance companies and corporates.  Her team lend warehouse loans, as well as structure and distribute capital markets financings for anything from residential mortgages, to infrastructure.  Previously, Sarah worked at Investec Bank in securitisation, and prior to that was at Barclays Capital in CLO structuring.  Sarah has an MA (Oxon) in Philosophy, Politics and Economics from the University of Oxford, Worcest ... (view full description)

Mahesh Patankar

Managing Director
MP Ensystems Advisory Private Limited

Mahesh built his career in the energy and environmental fields with expertise and networks spanning across the value chains of clean energy and water efficiency portfolio and project development, policy and regulations, innovative financing mechanisms and monitoring. Mahesh has worked across South Asia, South East Asia and parts of Africa and the Middle East. He led research related to setting up of blended finance models in the energy efficiency portfolio development. As an entrepreneur, he led the institution of a large policy/regulatory database as an enabler to making investment decisions in the Indian energy sector. Mahesh is an Executive Council Member at the Alliance for an Energy Eff ... (view full description)

Amit Singh

Allen & Overy

Amit is a partner based in Allen & Overy’s Hong Kong office. He advises on a broad range of capital market transactions across Asia Pacific and has extensive experience of advising issuers and underwriters on equity and debt capital raisings and general corporate advice.   He has advised on some of the most significant transactions in Asia Pacific, including the landmark sovereign bond issuances by Fiji, Maldives and Sri Lanka as well as investment grade and high yield bonds from India, Indonesia, Sri Lanka, Thailand and Malaysia. He has acted on the substantial majority of debt capital markets transactions from India in recent years, including high yield, investment grade, m ... (view full description)

Charles Smith

Senior Funding Officer

Charles Smith is responsible for the day to day running of green bond issuance within the EBRD. Prior to joining the Funding Team in 2011, Charles worked in the Non-Bank Financial Institutions Group at the EBRD focussing on structured finance transactions. Before joining the EBRD in 2007, he held various positions in Frankfurt, Germany with SEB Merchant Banking and Dresdner Kleinwort Benson in the areas of debt capital markets, structured finance and M&A advisory. Charles holds an MSc from the Stockholm School of Economics.

Jane Soldera

Senior Vice President
Moody's Investors Service

Jane Soldera is a Vice President – Senior Credit Officer in the Covered Bonds Group at Moody’s Investors Service. She has been with Moody’s since 2003 and with the covered bonds group since 2008. She has worked on covered bond ratings in a number of jurisdictions including the UK, France, the Netherlands, Sweden, Norway and Finland. Recently she has focused on developing Moody’s covered bond legal framework reports, research, methodology and regulatory developments. Prior to joining the covered bond group she worked in Moody’s asset-backed commercial paper group, and previous to that she worked as a lawyer in the London office of Clifford Chance, specialising in securitisation ov ... (view full description)

Hubert Vannier

Head of Secured Assets

Hubert Vannier began his career at GAN Assurances in 1993 as a Finance Controller. In 1998, he joined Oddo Asset Management as a portfolio manager and then as Head of Arbitrage fund management. He joined Amundi in 2008 as a Senior ABS Portfolio Manager. Hubert Vannier has 18 years’ experience in structured credit.

Mr. Vannier is in charge of the ABSPP team at Amundi, advising the ECB for its Quantitative Easing program for securitisations.
He holds a Master in Econometrics from Paris I - Sorbonne University and a Master in Management from ESCP Europe Business School. He is a CFA charter holder.

Molly Whitehouse

Managing ‎Director
Newmarket Capital

Ms. Whitehouse serves as a Managing Director and is a founding member of Newmarket. Her primary responsibilities are related to the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group. She has led the origination and structuring for multiple investments and is a frequent speaker at various industry conferences. Prior to launching IIFC, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one if its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale Univ ... (view full description)

Bodo Winkler-Viti

Head of Funding & Investor Relations
Berlin Hyp AG

Bodo is Head of Investor Relations & Sales at Berlin Hyp AG in Berlin. Apart from being responsible for the bank’s relations to investors and rating agencies, and the sale of customer derivatives, he also accounts for Berlin Hyp’s green bonds business.   Before joining Berlin Hyp in 2010 he worked as a division manager at the Association of German Pfandbrief Banks (vdp) responsible for Pfandbrief and capital markets issues. Prior to joining the vdp in 2004 Bodo was an asset manager with Deutsche Kreditbank AG where he was in charge of the bank’s fixed income portfolio. After starting his career at GrundkreditBank, Berlin in 1994 he worked as a money market trader at Berliner ... (view full description)

Stephen Yeats

APAC and EMEA, Head of Fixed Income Beta Solutions
State Street Global Advisors

Stephen is a Managing Director and Head of the Fixed Income Beta Solutions Team for APAC and EMEA. He heads a team of portfolio managers located in London, Singapore, Sydney and Tokyo, providing clients with a broad range of fixed income strategies. These include investment grade credit, global rates, high yield, convertible bonds and emerging market debt - delivered through a variety of investment vehicles, including ETFs, mutual funds and separate accounts.   Working with the research and product teams he and his team also have significant involvement with the development of fixed income smart beta strategies and the SPDR fixed income ETF product range.   Stephen is ... (view full description)

Marc van Lent

Head DCM Secured Debt

Marc van Lent has been working for ABN since 2004 in various roles. In his current role as Head of DCM Secured Debt in the Debt Capital Markets team he focuses on advising clients on structured debt solutions, which spans from secured (non-recourse) financing to portfolio sale/purchases, capital relief deals and tailored transaction structures where the bank intermediates between external investors and borrowers. He builds on expertise gained in his previous role as manager of the Structured Transactions team within ALM/Treasury where he was responsible for execution of transactions for the bank exceeding EUR 100bn in total, comprising RMBS, synthetic securitisations, credit default swaps, p ... (view full description)
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Phone: +1 (212) 901-0506
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Event Contacts for 1st Annual Investors’ Conference on Green Bonds


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*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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