Charles Anderson

Chief Executive Officer
Currency Capital

CHARLES ANDERSON has more than a decade of experience in the specialty finance industry. He is currently the Chief Executive Office of Currency Capital, the world’s first equipment finance tech platform, where he is responsible for guiding vision, managing KPIs and leading strategic growth initiatives. Prior, Charles founded Sophia Partners, LLC, a private equity investment fund and Pacific Investment & Loan, Inc., a diversified financial services firm primarily focused on real estate finance. Charles earned his BA in Communications and Advertising with an emphasis in Management graduating cum laude from San Diego State University and his MBA from Stanford’s Graduate School of Business.

Tom Beckmann

Assistant Treasurer
CNH Industrial Capital

Tom Beckmann is the Assistant Treasurer for CNH Industrial Capital LLC and CNH Industrial N.V. CNHI Capital finances agricultural and construction equipment sold through the Case, Case IH and New Holland dealership networks. In these capacities, Tom oversees a $12 billion financing program, including $9 billion of US and Canadian retail and wholesale loans and leases.  Tom joined CNH in 2007 after serving as Director of Capital Markets at Sears, Roebuck and Co., where he managed the secured and unsecured funding programs for Sears’ credit card program. Prior to Sears, Tom was the Manager of Corporate Financing at Continental Bank in Chicago. In addition, he held various finance positions at ... (view full description)

Kerry Bushman

Associate Producer
IMN

No biography specified

Andrew Carman

COO and Investment Officer
SQN Capital

Andrew Carman has more than 25 years experience in commercial, structured and project finance.  He is currently SVP and COO of investments for SQN Capital Management where he oversees originations, risk and investments for a series of new, middle market focused debt funds.  He was most recently CEO of the Americas for the Project & Structured Finance - Infrastructure, Cities and Industry business unit at Siemens Financial Services (SFS).  In this role, he had responsibility for the team’s four core lending areas of equipment finance, infrastructure, transportation, municipal energy efficiency finance and managed a comprehensive debt and equity product suite that included stru ... (view full description)

Loritta Cheng

Director
MetLife

Loritta Cheng is a Director, ABS Credit Research. Loritta joined MetLife, Inc. in 2002. Over the course of her career at MetLife Investments, Loritta has held roles in ABS, Strategy, and CLOs. She is currently the team leader for ABS Credit Research. Previously, Loritta worked at Deutsche Bank and KPMG. She holds a Masters of Business Administration and a Bachelor of Science from Columbia University.
 

John Cochran

Managing Director
Lovell Minnick Partners

John D. Cochran is a Partner of LMP and a member of its Investment Committee. John joined the Firm in 2008. Prior to joining LMP, John was a Principal at SV Investment Partners (formerly Schroder Ventures US), a private equity firm focused on investing in mid-market business services companies. Prior to SV Investment Partners, he worked as an Associate at J.W. Childs Associates. John started his career in the financial services industry at Salomon Brothers Inc in the Mergers and Acquisitions group. He is a member of the Boards of Directors of Seaside National Bank & Trust, Commercial Credit Inc., and LSQ Group Holding LLC. Prior board positions include ALPS Holdin ... (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

Special Legal Counsel
Volvo Financial Services

Teresa Davidson served as the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, general corpporate and compliance matters in North and South America through December 2017.  With  experience in public and Rule 144A ABS transactions in the United States she  was responsible for legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.     A former member of the Board of Directors of  SFIG, Teresa was  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. T ... (view full description)

Jeffry Elliott

Senior Managing Director, Foundation Chairman
Huntington Asset Finance

Mr. Elliott is Senior Managing Director of Huntington Asset Finance (“HAF”) a division of The Huntington National Bank. HAF has five business units; Huntington Equipment Finance, Lender Finance, Huntington Technology Finance, Asset Based Lending & Huntington Public Capital®. Mr. Elliott leads Huntington Public Capital®, which focuses on lending to the municipal, university, school & hospital (“MUSH”) entities and more recently launched the Renewable Energy Finance group that focuses on solar, wind, battery and other renewable energy generation projects. Additionally, Mr. Elliott’s role includes acting Head of Strategy & Corporate Development for the HAF. In that capacity, he has ... (view full description)

Gus Faucher

Chief Economist
PNC Financial Services Group

Augustine (Gus) Faucher is senior vice president and chief economist of The PNC Financial Services Group, serving as the principal spokesperson on all economic issues for PNC. Prior to joining PNC as senior macroeconomist in December 2011, Faucher worked for 10 years at Moody’s Analytics (formerly Economy.com), where he was a director and senior economist. He was responsible for running the firm’s computer model of the U.S. economy, edited a monthly publication on the U.S. economic outlook, covered fiscal and monetary policy, and analyzed various regional economies. Previously, he worked for six years at the U.S. Treasury Department, and taught at the University of Illinois at Ur ... (view full description)

Cyndi Giles

Head of Lender Finance
Wells Fargo Capital Finance

Cyndi Giles leads the Lender Finance division of Wells Fargo Capital Finance. The Lender Finance division is a leading provider of credit facilities to middle-market, specialty finance companies throughout North America. She began this role in November 2017. With more than 20 years of experience, Cyndi joined Capital Finance from the Middle Market Banking (MMB) team, where she had led the Oklahoma regional office since 2015. She previously held leadership positions in the Dallas regional office. Prior to joining Wells Fargo in 2011, Cyndi held progressive leadership positions with First American Bank/Citibank, Amegy Bank of Texas, and Regions Bank. Her diverse background includes ... (view full description)

James Griffin

Chief Technology Officer
Fleet Advantage

Jim Griffin has been providing technology leadership and information systems development and strategic planning for large-scale technology and informational architectures for over 25 years. At Fleet Advantage, Jim focuses on providing operational focus as well as building technology-driven engineering and professional service/support teams, communicating a common vision, and designing innovative solutions that address both internal and client-centric goals, as well as. Jim adds significant value to the company through his experience with telematics, big data management, development of business intelligence tools, and innovations focused on improving internal and client operational efficienci ... (view full description)

Christian Haesslein

Director
DZ Bank AG

Christian A. Haesslein, joined DZ BANK in Structured Finance Asset Securitization in February of 2003. Christian’s responsibilities include originating, structuring and managing securitization transactions through DZ BANK’s ABCP conduit, Autobahn Funding. He has completed revolving warehouse and term securitizations transactions in a variety of different asset classes, including equipment leasing, asset-based lending, trade receivables, and Thoroughbred stud fees, among others. Christian holds an MBA from the Terry College of Business at the University of Georgia and a graduate degree in business (“Diplomkaufmann”) from the Friedrich-Alexander Universit&aum ... (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)

Mark Hirshorn

Senior Vice President, US ABS
DBRS

Mr. Hirshorn is currently a Senior Vice President on the US ABS Team at DBRS, Inc. in New York. He is focused on the analysis of esoteric assets, predominately aircraft. He spearheaded the development of a rating methodology for aircraft lease ABS. Before joining DBRS in December 2016, he was an independent contractor, providing advisory, risk assessment and transaction execution services to a variety of institutions.   Prior to his most recent roles, Mr. Hirshorn spent more than 20 years covering aviation, structured finance and asset financing with a variety of global financial institutions. From 2011-2015, he was responsible for origination of aircraft financings supported by ... (view full description)

Joseph Howard

Treasurer
Willis Lease Finance Corp

Treasurer for Willis Lease Finance Corporation for 12 years. WLFC ("ticker") is a publicly traded jet engine and aircraft lessor with over $1.5 billion of assets. WLFC's debt is comprised of a $1 billion revolver and two ABS term financings.  WLFC closed ABS financings in 2005, 2008, 2012, and in 2017.   We have two JVs - one is located in Dublin with Mitsui; the other is located in Shanghai with CASC.

jhoward@willislease.com
 

Tom Howard

Partner
Chapman and Cutler LLP

Tom Howard is a partner in the Asset Securitization Department of Chapman and Cutler LLP. Since joining the firm, his work has focused on the representation of issuers, underwriters, investors and trustees in securitization transactions, including transactions backed by equipment leases, automobile loans, tax lien certificates, student loans, commercial loans, and residential and commercial mortgage loans.  Tom’s experience also includes work in the corporate and securities area, including public and private offerings of debt and equity securities as issuer's and underwriter's counsel. REPRESENTATIVE TRANSACTIONS ... (view full description)

James Jackson

Managing Director
The Alta Group

James R. Jackson, Jr. is a Managing Director at The Alta Group and Leader of its Merger and Acquisition Advisory Practice. He has extensive expertise in turnaround management, M&As, and executive leadership for equipment finance companies. Alta’s clients benefit from the fresh perspective provided by our experience in arranging more than 200 equipment leasing and specialty finance business acquisitions across a spectrum of business models and equipment segments, locating funding sources and additional capital for companies, and completing formal valuations. The M&A team’s depth and breadth brings unequaled value from the industry’s leading consulting group. ... (view full description)

Manish Kapoor

Managing Principal
West Wheelock Capital

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experienc ... (view full description)

Vivek Kaushal

Chief Risk Officer
Global Jet Capital

Mr. Kaushal is Chief Risk Officer at Global Jet Capital, a leading provider of financing solutions for business aircraft, capitalized by The Carlyle Group, GSO Capital Partners (in partnership with Franklin Square Capital Partners), and AE Industrial Partners. Mr. Kaushal is responsible for the overall direction of the Risk function, encompassing Credit and Portfolio Management, Aircraft Valuation and Customer Service. Vivek has over 25 years of leadership experience in Credit and Risk Management, and has held multiple Chief Risk Officer roles over a 20-year tenure at GE Capital. 
 

Jared Keating

Managing Director
Napier Park Global Capital

Jared Keating is a Managing Director based in London at Napier Park Global Capital and helps lead the firm’s investments in real assets across the transportation and equipment sectors, including responsibility for Napier Park’s aircraft and railcar leasing programs. Prior to this, Jared focused on mergers & acquisitions and restructuring assignments at Lazard Frères & Co in New York, principally in the financial services sector. Jared also worked at Eurazeo in Paris and at Camulos Capital in London, where he was responsible for investments in private equity and distressed opportunities. Jared received an AB from Princeton University and a Masters in International Affairs, cum laude, ... (view full description)

Ron Lagnado

Partner
Mazars USA LLP

Ron has more than 25 years of experience delivering audit and accounting services to real estate companies located primarily in the New York metropolitan area. His expertise includes commercial, retail, condo, multi-family and affordable housing development and compliance, and advising on financial issues for real estate firms. Among his specialties are attestation engagements, compliance, due diligence, and cost certifications for residential real estate entities. He is often invited to speak on multi-family and residential real estate topics nationwide, and is quoted in industry publications. Prior to joining Mazars USA, Ron was a Senior Manager at Rubin & Katz, ... (view full description)

Lauren Lannefeld

Vice President
BMO Capital Markets

Mrs. Lannefeld joined BMO Capital Markets’ U.S. Securitization Group in August 2009. Prior to joining the Securitization Group, she started her career with the BMO Capital Markets’ Financial Sponsors Investment Banking Group in July 2007. Mrs. Lannefeld’s responsibilities include originating, structuring and managing securitization transactions with a focus on auto, equipment and corporate loan asset classes both in the conduit and term markets.  Mrs. Lannefeld holds a BBA with a concentration in Finance from the University of Wisconsin – Madison and an MBA from the University of Chicago Booth School of Business.

Agnes P. Lau-Fernau

Director
Mazars USA LLP

Agnes is a Senior Manager within the Management Consulting practice of Mazars USA. She has over 20 years of experience serving as project manager and advisor to financial services industry skills. Agnes brings a unique combination of internal industry skills coupled with consulting experience. Agnes’ strengths are her strong analytical abilities and strategic insight of bringing operational excellence to help clients achieve finance, operational and compliance improvements. She is a detail orientated and results driven individual and brings a distinctive edge to all of her projects. Her ability to bridge the business and technology gaps for her clients ensures success of her projects. ... (view full description)

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)

Anne Levin-Nussbaum

Counsel
Mayer Brown LLP

Anne S. Levin-Nussbaum is counsel in Mayer Brown's New York office and a member of the Tax Transactions & Consulting practice. She advises clients on a wide range of US federal income tax matters, with a particular focus in the renewable energy finance area. Anne represents sponsors and tax equity in financing residential, utility and commercial wind and solar energy projects using flip partnership and other structures for allocating the ITC, production tax credits and depreciation. She also has extensive experience drafting tax opinions to establish “start of construction” and providing other guidance on incentives available for renewable energy assets, including the “cash g ... (view full description)

Rana Mitra

Managing Director
Atalaya Capital Management LP

Rana Mitra is a Managing Director at Atalaya Capital Management, focused on making opportunistic credit and special situations investments, primarily via three principal strategies – corporate, real estate and specialty finance. Prior to joining Atalaya, Mr. Mitra was a Vice President at Del Mar Asset Management, L.P. a multi-strategy hedge fund. At Del Mar, Mr. Mitra primarily focused on private credit and distressed investments. Prior to Del Mar, Mr. Mitra was a Director at Marc Bell Capital Partners, LLC a special situations investment firm involved in private equity, credit and public equity investments. Mr. Mitra began his career in the Investment Banking Division of Bear, Stearns & ... (view full description)

Tony Nocera

Senior Managing Director, ABS Commercial
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.

Michael Pearl

Treasurer
Triton International

Michael Pearl is the Treasurer of Triton International.  Triton International was created in July 2016 through the merger of TAL International Group and Triton Container International Limited.  Michael joined TAL in 2009 and has held multiple positions including Assistant Treasurer, Director of Business Development and Head of Credit.  Prior to joining TAL, Michael spent 5 years at National City Bank in various banking roles including structured finance and transportation, equipment and lease finance.  Michael is a graduate of Colby College and has an MBA from the University of Michigan.
 

Bob Peart

Managing Director, Portfolio Manager
Magnetar Capital

No biography specified

Ralph Petta

President and Chief Executive Officer
Equipment Leasing and 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)

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)

Scott Riehl

Vice President, State Government Relations
Equipment Leasing and Finance Association (ELFA)

Scott Riehl serves as Vice President of State 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. Riehl joined ELFA in June 2016. He directs and executes all aspects of the association’s state government relations strategy, monitoring and engaging legislation and regulation impacting the industry in all 50 states.  Mr. Riehl brings 24 years of direct issue advocacy, legal and legislative staff experience to ELFA. For 13 years he represented the consumer products industry, including serving as Vice President of State Governme ... (view full description)

Jeffrey Rogers

President & Chief Executive Officer
LiftForward, Inc.

Jeffrey Rogers has over 20 years of executive management experience in finance, credit, technology, e-commerce, and operations.  Mr. Rogers is the President & CEO of LiftForward, Inc., which provides organizations with payment solutions that power Hardware as a Service, subscription services and membership programs.  LiftForward’s payment solutions include digital lead generation, point-of sale software, white labelled e-commerce platforms, inventory management, shipping, customer account management and real-time customer analytics reporting. LiftForward also supplies the financing, providing a total end-to-end solution. LiftForward’s Hardware as a Service is becoming the sought after me ... (view full description)

Sohini Roy

Chief Financial Officer
CG Commercial Finance

  Hired by CG Commercial Finance to bring a fresh perspective to this 17 year old equipment finance business, Sohini is an entrepreneur and executive from the asset management space. CG Commercial is owned by NY based Atalaya Capital Management (ACM). Atalaya is a privately held, SEC-registered, alternative investment advisory firm focused on making opportunistic credit and special situations investments. It has ~$2.5bn AUM.   Prior to CG, Sohini co-founded a London based Reg Tech firm providing  Compliance Monitoring Software, to UK Banks under the UK Treasury’s Senior Manager Regime. The Senior Manager regime initiative which is now being taken up by the US Fed. ... (view full description)

Joseph Sebik

Director
Siemens

Joseph P. Sebik earned his B.A. in Accounting from Queens College of the City University of New York.  He is a Certified Public Accountant in New York State and has been a member of the Accounting Committee of the Equipment Leasing & Financing Association (ELFA) since 2000, and Chairman of the ELFA’s Federal Tax Committee since 2013. Joe is a recurring speaker at ELFA Accounting Conferences and is the author of numerous Bloomberg/BNA portfolios on topics including equipment leasing and finance topics and has written numerous leasing industry articles for several publications. He has over 30-years of lease accounting, transaction structuring, financial reporting and tax reporting experien ... (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)

Charles Stackhouse

Vice President
Wafra Capital Partners

Mr. Stackhouse is a Vice President of Wafra Capital Partners.  Prior to joining Wafra, he was head of capital markets for HVB Capital, a subsidiary of Hudson Valley Bank, and held similar positions with Mazuma Capital, ICON Capital and Bank of America.  Mr. Stackhouse earned his BA from Connecticut College and received his J.D. from St. John’s University School of Law.
 

Eric Starr

Partner
CapX Partners

As a Partner with CapX Partners, Eric is responsible for developing technology-enabled solutions to drive scale and operational efficiency.  His areas of focus include origination, underwriting, portfolio management and finance.  As a business developer, Eric's industry emphasis is in healthcare, energy, technology and manufacturing. Prior to joining CapX in 2008, Eric worked as a hedge fund manager and was a member of the risk committee at Forest Investment Management. Previous to that, Eric owned Starr Capital Management, which was acquired by Forest in 2005. While at Starr, Eric managed a multi-strategy hedge fund that focused on quantitative, non-directional strategies. Eric’ ... (view full description)

Matt Tallo

Managing Director, Asset-Backed Finance
Capital One

Matt Tallo is a Managing Director in the Asset-Backed Finance Group at Capital One where he is responsible for originating and structuring senior debt transactions for specialty finance companies as well as relationship management.    Matt joined Capital One in 2013 after serving for nine years as Executive Director, Structured Finance at WestLB AG’s New York office, where he managed a $2.3 billion portfolio of structured finance transactions.  Matt sourced and structured senior secured debt facilities for a variety of clients including asset-based lenders and factors as well as equipment finance, consumer finance, and student loan finance companies.  Prior to this, he worked in ... (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)

Ed Wu

Director, Loan Originations
Revere Capital, LLC

Ed serves as Director of Loan Originations at Revere Capital, with a focus on originating, structuring and underwriting real and financial asset based loans, in the $10M-$30M size range.  His prior experience includes stints in investment banking with Salomon Smith Barney, Merrill Lynch, and Bryant Park Capital, primarily focused on advising in M&A and restructuring transactions in a range of industries and transaction types, including cash and stock mergers, LBOs, restructurings and reorganizations; as well as IPOs, follow-on offerings and debt placements such as ABL revolving credit facilities and senior & subordinated term loans.  After serving as an investment banking advisor for ... (view full description)

Jing Xie

Director
S&P Global Ratings

Jing Xie is a Director within the U.S. Structured Credit – Non-traditional Asset Securitization group at S&P Global Ratings.

Jing joined S&P Global Ratings in 2005 and has assigned ratings to structured finance securities across many asset classes. In her current role, Jing serves as a lead analyst primarily covering global transportation asset securitization including aircraft, railcar, and shipping container.

Jing holds dual bachelor’s degrees in international finance and computer science from Shanghai Jiao Tong University and holds a master’s degree in economics from Tufts University. Jing earned a CFA designation and is a member of NYSSA.
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Event Specific Contacts for 17th Annual Investors' Conference on Equipment Finance

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*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.

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