This is a past event please click HERE for the upcoming program.

Charles Anderson

Founder
Commercial Equipment Marketplace Council

No biography specified

W Bradford Armstrong

Principal
Lovell Minnick Partners

W. Bradford Armstrong joined the Philadelphia office of LMP in 2009. Prior to joining LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Previously, Brad was an Assistant Vice President in Bank of America’s Finance Group. Brad began his career in a strategic advisory group within Wachovia Corporation. Brad is currently a member of the boards of directors at Commercial Credit Inc. and LSQ Group Holding LLC, and previously served on the board of First Allied Holdings Inc. Brad received an M.B.A. with a concentration in Finance and Accounting ... (view full description)

Elizabeth Bellis Wolfe

Counsel & Director of Finance Programs
Energy Programs Consortium

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

Sairah Burki

Senior Director
SFIG

Sairah Burki is the Senior Director of ABS policy at the Structured Finance Industry Group. Ms. Burki focuses on proposed and anticipated rules that have broad impact across all ABS asset classes. Her agenda includes such areas as Basel III, Risk Retention, Volcker, Money Market Reform, Reg AB II and Credit Rating Agency Reform. Prior to joining SFIG, Ms. Burki was the Director of Treasury Policy Affairs at Capital One, leading the company's response to policy initiatives with significant capital markets and corporate finance implications. She previously held positions with Xerox, UBS and the Federal Reserve Bank of New York. Ms. Burki holds a Bachelor of Arts from Pri ... (view full description)

Stephen Ceurvorst

Managing Partner
Lord Capital LLC

Lord Capital LLC is an experienced Control Party under IFRS 10 and FAS 167 and has a proven track record in structured investments in trade finance, corporate receivables, credit card trusts and other credit assets. The result is a shift of accounting consolidation responsibility away from the seller and away from senior lenders so that Lord Capital accepts the consolidation responsibility for the entire transaction.  Mr. Ceurvorst has over 25 years of experience in banking and securitization. Immediately prior to Lord Capital, Mr. Ceurvorst held various senior positions with Mellon Financial Corporation (now part of BNY Mellon), most recently as Chairman and CEO of a full service broker ... (view full description)

Anthony Cracchiolo

President & Chief Executive Officer
U.S. Bank Equipment Finance

Mr. Cracchiolo is President and CEO of U.S. Bank Equipment Finance.  He is a 35-year veteran of the financial industry. In his current position, he leads and oversees all operations of U.S. Bank Equipment Finance, which is composed of nine business units, delivering products and services through both direct and vendor channels. The direct businesses include capital equipment, small business, technology finance, government leasing and finance. The vendor channel businesses include office equipment vendor services, healthcare vendor services, manufacturing vendor services and technology vendor services, as well as the division’s syndications group. Prior to joining U.S. Bank, Cracchiolo held t ... (view full description)

David D'Antonio

Managing Director
EverBank

David D’Antonio joined EverBank Commercial Finance in February 2011 to build and lead the company’s Lender Finance business. Prior to joining EverBank Commercial Finance, Dave was the Managing Director and founder of Diversity Capital LLC where he was in charge of marketing and the overall corporate strategy of Diversity. Prior to forming Diversity, Dave was a Director at First Union Capital Markets and a Senior Vice President at CoreStates Bank N.A., where he was responsible for the management and development of the Lease Finance Group. This group was the leading national lender to leasing companies with a variety of products including asset securitization, credit facilities, subordinated d ... (view full description)

Teresa Davidson

Vice President, Legal & General Counsel
Volvo Financial Services

Teresa Davidson is the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, and compliance matters in North and South America.  With  experience in public and Rule 144A ABS transactions in the United States she also oversees legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.  A member of the Board of Directors of  SFIG, Teresa is  co-Chair of SFIG’s Equipment Issuer Committee and a member of SFIG’s Issuer Cabinet and the Steering Committee of SFIG's Women in Securitization initiative.&n ... (view full description)

John Deane

Chief Executive Officer
The Alta Group

John Deane thrives on the intellectual challenge of navigating the multi-dimensional complexities of the equipment leasing and finance industry. A founder of The Alta Group, John judges the value of Alta's work not just in the breadth and depth of the information it gathers for its clients but in helping them select and execute strategies that put that industry intelligence to work in an organization. As chief executive officer of The Alta Group, John leads the global consultancy composed of five major practice areas. He has worked on strategic projects in all of Alta’s key practice areas: asset management, consulting, legal support, merger & acquisitions, professional develo ... (view full description)

Andy Fishburn

Vice President, Federal Government Regulations
Equipment Leasing & Finance Association (ELFA)

Andy Fishburn is the Vice President of Federal Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector. Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the associations federal relations strategy and the engagement of members in political programs. Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of ... (view full description)

Caitlin Fitzpatrick

Vice President, Investor & Issuer Relations
Information Management Network

No biography specified

Melanie Gnazzo

Partner
Chapman and Cutler LLP

Melanie Gnazzo is a partner in the Asset Securitization, Lease Finance and Tax practice groups. She also serves on the firm’s strategic planning committee.  Melanie represents a wide range of finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both tax and commercial law advice in such transactions.  Melanie is a regular speaker at industry forums ... (view full description)

Barbara Goodstein

Partner
Mayer Brown LLP

Barbara M. Goodstein is a partner in the Global Finance practice of Mayer Brown's New York office. Barbara's experience consists of commercial and structured financing as well as restructuring of transactions for a wide range of asset types, including auto, trade, health care, timeshare and lease receivables, CDO's and CLO's, sports franchises, intellectual property, transportation equipment (including aircraft, aircraft engines, railcars and vessels), technology, medical, communications, office and construction equipment, and marine and inter-modal containers. Barbara is recognized in Chambers USA, Chambers Global, Legal 500 and SuperLawyers as a leading lawyer. Chambers USA notes that she ... (view full description)

Michael Gregory

Deputy Chief Economist & Head of U.S. Economics
BMO Capital Markets

Michael Gregory is Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets. He manages the team responsible for forecasting and analyzing the North American economy and financial markets. Michael began his career in economics with Royal Bank of Canada in Montreal in the mid-1980s, before moving to Toronto to work in RBC’s foreign exchange and money market research group. He eventually moved further along the yield curve and across the border, joining the fixed income strategy group at Lehman Brothers in New York City in the mid-1990s. Returning to Canada at the end of 2001, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on r ... (view full description)

Stewart Hayes

Senior Vice President
Wells Fargo Capital Finance

Stewart Hayes is a Senior Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in Dallas. The Lender Finance division is a leading provider of credit facilities starting at $15 million to specialty finance companies throughout the U.S. and Canada, including asset-based lenders, factors, equipment leasing and finance companies, and other specialty finance companies. Stewart has over 30 years of experience in the asset-based lending industry, including significant experience in lending to specialty finance companies.   Stewart joined Wells Fargo Capital Finance in 2000 as an original member of the Lender Finance division. His current responsibi ... (view full description)

Miles Herman

President
LEAF Commercial Capital, Inc.

Miles Herman joined LEAF Financial Corporation in 2001 as President and COO. In late 2010, he became President and COO of LEAF Commercial Capital, Inc., a recapitalization of LEAF Financial Corporation's lease origination and servicing platform. Prior to LEAF Mr. Herman held various senior operational offices with Fidelity Leasing, Inc. and its successor, from 1998 to 2001, ending as Senior Vice President. From 1990 to 1998, he held various operational, marketing, program management, business development and sales positions with Tokai Financial, most recently as Director of Capital Markets. Before that, he served as Vice President, Operations and Sales at LSI Leasing Services, Inc. from 1989 ... (view full description)

Allison Hock

Associate Director
MetLife

Allison Hock is an Associate Director in ABS Credit Research.  She is currently responsible for auto, equipment and credit card ABS portfolios.  Over the course of her career at MetLife, Allison served as Deputy Chief of Staff to the Chief Investment Officer, Portfolio Manager in the US Domestic Portfolio Management Group and analyst on the High Grade Corporate Trading Desk.  She holds a Masters of Business Administration from University of Oklahoma and a Bachelor of Science from the University of Delaware.  She is a CFA charterholder.
 

Joseph Howard

Treasurer
Willis Lease Finance Corp

Treasurer for Willis Lease Finance Corporation for 11 years. WLFC ("ticker") is a publicly traded jet engine and aircraft lessor with over $1 billion of assets. WLFC Revolver of nearly $1 billion combined with an ABS closed in 2012 for $400 million provides long-term financing solutions to grow our business. We have two JVs - one located in Dublin with Mitsui and the other in Shanghai with CASC.

jhoward@willislease.com

David Lee

President & Chief Executive Officer
Colford Capital Holdings LLC

Mr. Lee has over 30 years of financial services experience.  He is the CEO of Colford Capital Holdings, the parent company of NMEF and has served as its Chairman since its formation in 2012.  Previously, Mr. Lee served as President of D.B. Zwirn & Co., a $6.5 billion AUM alternative asset manager and successfully navigated that firm through the 2008 financial crisis and merger integration into Fortress.  He was the Founding Managing Partner of Saturn Venture Partners and a Partner with the private equity firm of Sandler Capital.  For the first half of his career, Mr. Lee was an investment banker, most recently serving as a Managing Director at Lazard, where he advised on M&am ... (view full description)

Jeff Merchant

Director
BMO Capital Markets

Mr. Merchant joined BMO Capital Markets' U.S. Securitization Group in September of 2005 and has focused on the securitization of auto loans, equipment loans and leases, and commercial loans in both the conduit and term markets. Prior to joining BMO Capital Markets, he was with Wachovia Securities as an analyst between June 2003 and August 2005, working on consumer ABS term and conduit transactions, primarily involving auto loans, residential mortgages, and distressed consumer debt. Mr. Merchant holds a BBA with a concentration in finance from the University of Michigan Ross School of Business and an MBA with a concentration in finance and accounting from the University of Chicago Booth Schoo ... (view full description)

Tony Nocera

Managing Director
Kroll Bond Rating Agency

Tony Nocera is a Managing Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc. At KBRA, Tony covers transactions in various asset classes including small to mid ticket leasing, operating assets (marine container, railcars, trucks and aircraft),  whole business securitizations, as well as the more esoteric, non-traditional deals.
Prior to joining KBRA, Tony was with Ambac Assurance, where he managed a portfolio of in excess of $12 billion, and Standard & Poors, where he rated commercial asset ABS. Prior to that, he was a relationship manager at Fleet Bank (now B of A) covering specialty finance companies.

Andrea Petro

Executive Vice President
Wells Fargo

A 21-year veteran of the asset-based lending industry, Andrea Petro established the Lender Finance Division of Wells Fargo Foothill in 2000 with the exclusive mission of providing financing for specialty finance companies. Prior to joining Foothill, Petro was Senior Vice President, National Marketing Manager of the Financial Services Funding Division of Transamerica Business Credit. Petro earned her Bachelor of Arts degree from Kent State University and her Masters of Business Administration degree from the University of Texas at Austin. She is a member of the Board of Directors of the Commercial Finance Association.

Ralph Petta

President and Chief Executive Officer
Equipment Leasing & Finance Association (ELFA)

Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry. Mr. Petta, an authority in the business of equipment finance, has been wit ... (view full description)

Alexander Ploch

Vice President
DZ BANK AG

Alexander Ploch, Vice President, joined DZ BANK’s Asset Securitization team in 2009. Alex’s responsibilities include originating, structuring and managing securitization transactions through DZ BANK’s ABCP conduit, Autobahn Funding. He has completed revolving warehouse securitization transactions in a variety of different asset classes, including equipment leasing, asset-based lending, health care receivables, and structured settlements, among others. Alex holds a Master degree in Finance and Banking from the European Business School in Germany and is a CFA charter holder.
 

Todd Plotner

Partner
Chapman and Cutler LLP

Todd R. Plotner is a partner at Chapman and Cutler LLP focused on structured finance, securitization, and the restructuring of troubled transactions. Todd is passionately committed to achieving collaborative solutions for clients' growth and long-term success. He is an effective strategist who solves complex financing challenges while efficiently coordinating teams to success in innovative financial transactions.   Todd's clients are operating companies, finance companies, commercial and investment banks, and a wide variety of other financial institutions. Financed assets include peer-to-peer loans, railcars, intermodal shipping containers and chassis, aircraft, auto loans and le ... (view full description)

Rajesh Rao

CFO
Rapid Advance

No biography specified

Pete Rogers

Managing Director
Wells Fargo Securities

Pete joined the Asset-Backed Finance Group of Wells Fargo Securities in 2005 and has over 18 years of structured finance experience. Currently, he originates and structures warehouse and term ABS transactions. His experience spans multiple asset classes including equipment, cell towers, billboards, whole business securitizations, ratepayer bonds, marine containers, railcars, and other operating and financial assets. Prior to joining Wells Fargo, Pete was a Principal for RBC Capital Markets where he was responsible for structuring a commercial paper conduit to warehouse student loan assets. Prior to that, Pete was a Director for National City’s (PNC) North Coast Funding ... (view full description)

Elena Serdyuk

Director
New York Life Investors

Elena joined the Structured Finance Group at New York Life Investors LLC in May 2015. She is focused on originating, structuring and executing financing transactions in Transportation and other non-traditional assets. From 2011 to 2015, Elena was a Director in the Transportation Group at BNP Paribas, where she was responsible for relationship management and financing solutions for aviation, railcar and container leasing companies. Prior to that, Elena was at Standard & Poor’s in the Esoteric ABS team focusing on transactions secured by various non-traditional assets (structured settlements, tobacco settlements, timeshare loans, transportation leases and loans).   ... (view full description)

Bruce Trachtenberg

VP & General Manager, Global Clean Technology
De Lage Landen

Bruce Trachtenberg is the Vice President and General Manager of De Lage Landen’s Global Clean Technology business.  He has been with DLL for over 12 years in roles of increasing responsibility both domestically and internationally.
 
Prior to De Lage Landen, Bruce held a number of leadership roles at HealthCapital, GE Capital, GE Medical Systems and Baxter International.  His career has been centered on organizational growth for both equipment manufacturers and financial services companies.
 
Bruce received his BS in Biomedical Engineering from the University of Rochester and an MBA from St John’s University in NYC.

Bill Verhelle

Chief Executive Officer
Harvard Partners LLC

Bill is the founder of Harvard Partners LLC. Before founding Harvard Partners last year, Bill served for nearly 20 years as the CEO and co-founder of First American Equipment Finance. Bill is a recognized expert on the subject of hiring and retaining Millennials and building an innovative organization. Last year, First American was named by Fortune magazines both: - one of the 20 great workplaces in financial services; and as - one of the 100 Best Companies in the U.S. for Millennial Employees. Bill has a bachelor's degree from the University of Michigan, an MBA from UCLA and a JD from Cornell Law School. He is a past Chairman of ELFA and he currently serv ... (view full description)

Chuck Weilamann

Managing Director
DBRS

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

Charles Wendel

President
Financial Institutions Consulting, Inc.

Charles Wendel is President of Financial Institutions Consulting, Inc. (FIC), a management consulting firm dedicated to providing practical recommendations and implementation planning that results in a sustainably stronger botttom line. Mr. Wendel has extensive experience both as a commerical (Citibank) and merchant banker (Bankers Trust and Schroders) and consultant. His banking background also includes experience in workouts and corporate restructurings. Before founding FIC over 15 years ago, Mr. Wendel was an Engagement Manager with McKinsey & Co and a Partner at Mercer Management Consulting. He has consulted to money center, regional and community banks, and d ... (view full description)

Stephen Whelan

Partner
Blank Rome LLP

Stephen T. Whelan is a partner in the New York office of law firm Blank Rome LLP, where he concentrates his practice on lease financings, securitization, energy finance and secured lending.  Mr. Whelan is a graduate of Princeton University and Harvard Law School, has been a member of the ELFA Board of Directors and Legal Committee, Chair of the American Bar Association Subcommittee on Leasing, and a Visiting Lecturer on constitutional law at Princeton University. Steve represents lenders, lessors, trustees, credit enhancers and arrangers in lease financings for aircraft, railcar, vehicle, maritime, medical, business, energy, and telecommunications equipment, as well as industrial ... (view full description)

Jing Xie

Director
S&P Global Ratings

Jing Xie is a Director within the U.S. Structured Credit group at S&P Global Ratings. In her current role, Jing acts as a senior analyst covering non-traditional asset securitization, with a primary focus on transportation assets including aircraft, railcar, and shipping container.
 
Jing holds a master’s degree in Economics from Tufts University and dual B.S. degrees in Finance and Computer Science from Shanghai Jiao Tong University. She is also a Chartered Financial Analyst holder.
 

Andrea Zana

Co-President and Chief Risk Officer
AmurEF

Andrea is AmurEF’s Co-President and Chief Risk Officer and is also directly responsible for overseeing all financing in the transportation, logistics, energy and industrial verticals, as well as in the mid-ticket space. He was most recently a Director at CIT Maritime Finance, a group he helped develop within CIT Group dedicated to lending and leasing in the maritime sector. Previously he was a Vice President of CIT Transportation Lending with coverage responsibilities in the aerospace, defense, rail and domestic shipping sectors. He was formerly a Research Associate at UBS covering U.S. domestic airlines and held numerous roles in transportation investment banking and structured fin ... (view full description)
NETWORK OPEN
Sign In
 
Contact Information
INFORMATION MANAGEMENT NETWORK
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA


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

E-mail: mail@imn.org


Event Specific Contacts for 16th Annual Investors' Conference on Equipment Finance

TERMS AND CONDITIONS OF USE

Below are the terms and conditions governing your use of EIMN, LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

PRIVACY STATEMENT

Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

This email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password