Stefano Agnoli

Partner
Gianni, Origoni, Grippo, Cappelli & Partners

Stefano Agnoli specializes in banking and financial law. He developed a significant experience in transfer of receivables and securitisation transactions and, in general, in structured finance and public sector finance, assisting arrangers, monoline insurers, swap counterparties, representatives of the note holders and rating agencies in relation to the structuring, restructuring and unwinding of transactions of different type (RMBS, CMBS, non-performing loans, healthcare receivables, lease receivables, public real estate, Paris Club receivables, social security contributions receivables).   Stefano also advises on financing transactions (including export credit and proje ... (view full description)

Andrea Allegritti

Executive Director
J P MORGAN

No biography specified

Filippo Maria Alloatti

Senior Analyst
Hermes Credit

Filippo holds the position of Senior Credit Analyst specialised in global financials (US, Europe and EM). Prior to this assignment, he served in a similar capacity at Fortis Investments and subsequently at BNPP Asset management in Paris.

Other roles at Fortis investments included Securitisation analyst and regulated utilities and property analyst. Filippo began his career working in Germany at Sal Oppenheim & Cie and Berenberg Bank on derivatives trading and M&A financing.

Filippo holds a Bachelor’s Degree in Economics & Business Administration from the Universita’ La Sapienza in Rome, Italy.

Christian Aufsatz

Managing Director, Head of European Structured Finance
DBRS Ratings Limited

Christian Aufsatz heads up the European Structured Finance and Covered Bonds ratings teams at DBRS, with direct responsibility for European CMBS and NPL transactions. He joined DBRS in October 2015 and was previously the head of the European ABS Research team at Barclays Bank where he covered the European CMBS and SME CLO sectors, in addition to general European securitisation and regulatory topics. Until September 2010 Christian was with Moody’s, where he headed up the EMEA CMBS team. During his time with Moody's, he was involved in the development and implementation of Moody's rating methodologies for RMBS, CMBS, CRE CDO and NPL securitisations. Christian Aufsatz gr ... (view full description)

Ugo Colombo

Chief Financial Officer
Credito Valtellinese

Born in 1975, currently Chief Financial Officer of Credito Valtellinese (500 branches, 27 bn of total assets, listed on italian stock market), coordinating, Planning and Control, Administrative, Investor relations and Finance Department. Previously head of Planning and Control of the bank.

The experience in Creval started in 2000 after the degree in Economics from Bocconi University, Milan.

Gregorio Consoli

Partner
Chiomenti

Gregorio Consoli joined Chiomenti in 2002 and became a Partner in 2013. He advises Italian and foreign companies and financial institutions on legal and regulatory aspects of both ordinary and extraordinary transactions as well as daily transactions. His practice has a particular focus on corporate finance, structured finance, capital markets and asset finance. He also advises banks, funds and asset managers on regulatory issues pertaining to the structure and execution of transactions. Gregorio is a member of the ECBC task force as the legal expert for Italy, which supports the European Banking Authority (EBA) in prudential supervision. He has been recognised as a leading ... (view full description)

Emanuela Da Rin

Partner
BonelliErede

Emanuela Da Rin is a partner in the Milan and Rome offices. She has an extensive expertise in Banking and finance, with particular focus on corporate finance operations, real estate finance, acquisition finance, debt capital markets, bond issues (investment grade and high yield), securitisations and project bonds. She also has experience in enhancement of public real estate portfolios and securitisation of public administrations’ loans Emanuela is Team Leader of the Real Estate Focus Team and Member of the Capital Markets Focus Team and of the Financial Institutions Focus Team. She is also Country partner for Greece and Turkey. Prior to j ... (view full description)

Alessio De Vincenzo

Head of the Macroprudential Analysis Division
Banca D’Italia

Alessio is the Head of the Macroprudential Analysis Division in the Directorate General for Financial Supervision and Regulation of the Bank of Italy.

He has a Bachelor degree in Monetary and Financial Economics from Bocconi University in Milan and a Master in Finance from Princeton University.

He is a member of several international groups on financial stability, macro-prudential analysis and stress test at the Financial Stability Board, the European Systemic Risk Board, the European Banking Authority, and the European Central Bank.

Stefano Dova

Head of Capital Markets
Mediobanca

Stefano is the Head of Capital Markets Solutions for Mediobanca. His team is based in London and Milan and is active in providing financing on, among others, asset portfolios. Prior to joining Mediobanca, he spent ten years at Deutsche Bank where he worked, over the last five years, in the Structured Finance department. In this assignment he was in charge of structuring the financing of asset-backed and principal finance transactions. Stefano has began his career working for Allianz Asset Management in Germany and has also spent five years in JP Morgan Chase working in Debt Capital Markets and Derivatives Marketing.   Stefano holds a Bachelor’s Degree in E ... (view full description)

Manuel Enrich

Investor Relations Director
Sareb

Manuel graduated in Business Administration from Denver University (Colorado, USA) and holds an MBA from the University of Notre Dame, Indiana (USA).

He has worked almost his whole career in Investor Relations. He joins Sareb from the consultancy Orient Capital, where he worked for the past four years. 

He was also the founder and partner of Logical IR Solutions, Director of Strategy and External Relations at Parquesol Inmobiliaria, CEO of Eurocofin Investor Relations, Director of Equities at AB Asesores Bursatiles and Bankinter, and President and CEO of Link Securities (Brokerage House), among other roles.

Christian Faggella

Managing Partner
La Scala Studio Legale

Managing Partner of La Scala Studio Legale. Christian is head of credit recovery and financial litigation departments. He provides assistance to national and international banks and financial intermediaries in the field of banking and financial market law. He assists banking and financial intermediaries in the proceedings related to default bonds, derivatives transactions, compounding banking, usury etc.   He is also member of “Credit committees” of  major companies in which he coordinates the area of credit recovery and credit collection.    He is a regular speaker at conferences, seminars and masters in the field of financial and banking litigation, class actions an ... (view full description)

Ilaria Farina

Senior Director
Fitch Ratings

Ilaria Farina is a senior director in Fitch Ratings’ European Structured Finance group in Milan, which she joined in April 2005, and is now responsible for the Milan Structured Finance team. Ilaria’s experience spans all structured finance asset classes including residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), collateralised debt obligations backed by SME loans (SME CDO) as well as transactions backed by non-performing loans (NPL). Before joining Fitch, she spent three years and a half at the holding company of Unicredit in Milan, in the Credit Risk Management team. The focus was on developing ... (view full description)

Barbara Florian

Senior Director
S&P Global Ratings

Barbara Florian is a Senior Director with Standard & Poor’s Milan office in the Structured Finance Department. She is Country Analytical Leader, responsible of the Structure Finance activity over Italy (new issuance and surveillance).   Since joining S&P’s in August 2003, she has been involved in the rating assignment of structure transactions in various asset classes (including mortgages, consumer and auto loans, leasing receivables, SME loans, covered bond, synthetic CDOs) and across different jurisdictions. Before working with Standard & Poor’s, she worked for Merrill Lynch in London and Milan in the department of sales of fixed income products.   ... (view full description)

Jade Friedensohn

Director of Programming
IMN

Conference Producer for the Structured Finance Division of IMN.

Laura Gasparini

Head of Transactions
Banca IFIS SpA

Laura Gasparini is the Head of Transactions within the Non-Performing Loans division at Banca IFIS. She leads the NPL acquisitions and disposals' team, from deals’ origination, to pricing, closing and portfolios' onboarding. Prior to joining Banca IFIS in April 2016, Laura worked in the Corporate Finance department of a Big 4 Audit Firm specializing in NPL and PL transactions as well as on strategic projects aimed at maximizing assets’ value. Before her Corporate Finance experience she worked several years in investment banking within structured finance teams, both in Italy and London, thus building a significant portfolio of professional experience in structuring securitisation ... (view full description)

Alessandro Gatto

Managing Director
JP Morgan

Alessandro has 14 years of experience in the securitisation market and more than 80 transactions closed, with major focus on the Italian assets. He is at present co-head of Southern Europe and Emerging Market Structured Products. Before joining J.P. Morgan as responsible for the Italian Structured Finance desk in November 2007, he was Head of Southern Europe Securitisation at SG Corporate & Investment Bank (SG CIB) originating and structuring various asset classes such as RMBS, CMBS, CBO, leasing, consumer loans, social securities receivables and trade receivables. Before his experience at SG CIB, he was manager at Deloitte Corporate Finance in London where he spent 3 years as a ... (view full description)

Biagio Giacalone

Managing Director, CFO Area
Intesa Sanpaolo

In over 22 years of work experience, Biagio has consolidated a strong expertise in structured finance and capital markets activities. In this respect, he has been involved in several major transactions structured in the Italian market, including NPLs disposals. He managed the relationship with the top management of key corporate and institutional clients, contributing to the development of products and innovative financial solutions.   Currently, Biagio is leading the credit management staff at Intesa Sanpaolo - CFO Area -  with the aim of managing actively the balance sheet for capital optimization purposes and value creation for shareholders. He is also respons ... (view full description)

Richard Hopkin

Managing Director, Head of Fixed Income, Capital Markets
AFME

Richard Hopkin is a Managing Director in AFME’s securitisation division. He joined AFME in June 2010 after a 20 year career in European securitisation during which he held leadership positions at J.P. Morgan, Deutsche Bank and Société Générale. He has originated, structured and distributed financings backed by a wide variety of asset classes including residential mortgages, credit cards, auto, consumer and SME loans, from across Europe, Australia and the US.

Born and brought up in Wales, Richard read law at Cambridge University and before embarking on his banking career he qualified as a solicitor with leading international law firm Clifford Chance.

Andreas Jobst

Adviser
World Bank Group

Andreas (Andy) Jobst is Adviser to the Managing Director and CFO of World Bank Group with responsibility for the development and implementation of sound and effective financial policies. Prior to his recent appointment in September 2016, he was Senior Economist in the European Department of the International Monetary Fund (IMF), in charge of monetary policy and financial sector/capital market surveillance of the Euro Area. During this time, he was involved in policy projects related to NPL resolution in Europe. Since joining the Fund in 2005 as mid-career economist, Mr. Jobst also served as one of the main authors of the Global Financial Stability Report (GFSR) and in ... (view full description)

Matthew Jones

Head EMEA Structured Finance
S&P Global Ratings

As Head of Business Development and Commercial for EMEA Structured Finance, Matt is responsible for the delivery of strategy and has commercial responsibility for ABS, RMBS, CMBS, Structured Credit and Covered Bond ratings in the region. This includes the coordination of teams covering Research, Sales and Relationship Management, Investor Relations and Marketing.   Most recently he was Head of Structured Credit ratings, which included the assignment and surveillance of ratings of cash and synthetic CLO and CDO transactions, in addition to structures backed by loans to SMEs.  Prior to his current role, Matt was Head of EMEA ABS and ABCP Ratings, with responsibility for ... (view full description)

Natalia Joubrina

European Loan Portfolios
CarVal Investors

Ms. Joubrina is a director for CarVal Investors, responsible for managing investments in European loan portfolios focusing on NPL portfolio acquisitions and operating servicing platforms.

Prior to joining CarVal in 2013, Ms. Joubrina was with the Royal Bank of Scotland, responsible for origination and structuring of asset-backed, structured funding, capital and derivatives solutions for Southern European financial institutions and covered bonds globally. Prior to that, she worked at ABN AMRO on the emerging markets team and covered structured funding products.

Ms. Joubrina received her MSc in finance from London Business School.

Gordon Kerr

Structured Finance Research
DBRS Ratings Ltd.

Gordon Kerr heads European Structured Finance and Covered Bond Research at DBRS. He publishes commentary and insight on all aspects of secured investing and keeps the market up to date on issues facing securitisation and covered bonds in Europe.

Prior to DBRS, Gordon spent 9 years in research and trading at Citi, covering securitised products, covered bonds and corporate credit.

Gordon is a graduate of the Schulich School of Business in Toronto, Ontario, Canada, where he obtained a Masters in Business Administration. He also holds a science degree from Acadia University.

Giovanni Legorano

Milan-based Journalist
Wall Street Journal

Giovanni Legorano is a Milan-based journalist. He covers the Italian financial services sector for The Wall Street Journal. Before starting his career in journalism he has been a teacher and management consultant.

A native of Treviso, Italy, Mr. Legorano studied economics, international relations and journalism in Italy, Spain, the Netherlands and the U.K.

Philippe Lerasle

Chief Executive Officer
Freestate Partners

Philippe Is the Founder and CEO of FreeState Group.

Philippe served as CEO of Lapithus in (2013- 2014), Co-CEO of Goldman Sachs Realty Asia (2006-2012), CFO and COO of Archon Group Europe between 1996 and 2005. Philippe developed Archon presence in France, Italy and Germany to create the leading distressed loans and real estate asset management company in Europe.

Prior to joining Archon Group, He was a Senior Manager at Coopers and Lybrand Corporate Finance in the Paris office (1987-1993) and the New-York office (1994 & 1995).
 

Simon Lewis OBE

Chief Executive
AFME

Simon Lewis was appointed Chief Executive of the Association for Financial Markets in Europe (AFME) in October 2010. AFME is the trade body which represents the pan-European capital markets industry. Previously Simon was Director of Communications and the Prime Minister’s Official Spokesman at 10 Downing Street. He has held a number of senior corporate roles including Director of Corporate Affairs at Vodafone, Centrica and NatWest. Simon was appointed as the first Communications Secretary to The Queen in 1998. Simon has a degree from Oxford University in Philosophy, Politics and Economics. He also holds an M.A. in Political Science from the University of Ca ... (view full description)

Guido Lombardo

Head of Banking
Credito Fondiario

Guido Lombardo is Head of Banking and Shareholder of Credito Fondiario a fully licensed Italian Bank, which was purchased in 2013 together with Tages Group.   Guido Lombardo founded of Harvest Investment Partners/Harvip focused on advising, organising and financing alternative investments and real estate in Italy. Guido Lombardo initiated the Credito Fondiario transaction and lead its purchase and restructuring.   Prior to that, Mr Lombardo was Managing Director and Responsible for the Private Equity Activity in Italy for Fortress Investment Group and CEO of Italfondiario Spa; Investing in Real Estate, Credit & NPLS purchasing and integrating Intesa Gestione Credi ... (view full description)

Stefano Loreti

Partner
Hayfin Capital Management LLP

Stefano Loreti is a Managing Director at Hayfin Capital Management and leads the firm’s Alternative Credit strategy, structuring and investing in a broad range of undervalued and illiquid asset-backed and loan portfolio backed securities throughout Europe.   Prior to joining Hayfin, Stefano was a Senior Portfolio Manager at Cairn Capital and before that worked at Wharton Asset Management and Abbey National Treasury Services. He has more than 20 years of experience in managing and analysing a wide range of structured credit assets. His experience includes the analysis of and investment in the early Italian NPL securitisations issued by banks and sponsors in the late 90’s/early 00’ ... (view full description)

Vincenzo Macaione

Chief Executive Officer
Primus Capital Credit Management

He has more than 17 years of experience in Finance and Real Estate in Italy and abroad, working as advisor for Lombardy and Sicily regions, operating with asset and assurance management companies, banks and investment funds, and managing deals for more than €20bn of value. His main roles in particular:   Member of the Council for the United States and Italy (chaired by Sergio Marchionne and Marco Tronchetti Provera) from 2016   CEO of Primus Capital Credit Management (Merchant Bank);    Founder and CEO of Primus Management (Financial Holding);   Founder and CEO of Primus Partners (Real Estate Advisory); ... (view full description)

Katia Mariotti

Associate Partner
PwC

Katia is Associate Partner at PwC.   She has consolidated experience in investment banking, restructuring, non-performing assets management, investments and non-core assets sale processes in Italy and abroad. Katia has spent 12 years working for RBS and supporting it through the different life cycles: growing (structured finance origination), restructuring (Global Restructuring Group) and deleveraging.   She spent the last 2 years as a senior banker managing the exit of the Bank from geographies and products considered non-core and being both performing and non-performing assets. In this role, she managed assets / portfolio sales in excess of 2bn. ... (view full description)

Francesco Masala

Head of Economic Research Unit
Italian Banking Association

The Unit is primarily focused on macroeconomic research and analysis and on short‐term and strategic analysis of the European banking and financial industry.   He is also responsible for managing ABI's relationship with international analysts.   He has held various positions within the committees and working groups of the European Banking Federation (EBF), where he is currently a member of the “Risk Assessment working group”. Previous positions at the EBF include the participation in the Steering committee of the “Cross‐Border M&A working group”, and in the “Economic & Monetary Affairs Committee” (EMAC) as an alternate member.   He is also a member ... (view full description)

Pier Paolo Masenza

Partner
PwC

Pier Paolo is a partner at PwC and leads the Financial Services (“FS”) deals team. Having started his PwC career in the Audit department in 1989, he then moved to London where he spent 2 years on secondment in the UK Banking assurance group.  In 1998 he joined the Transaction Services Team, becoming a partner in 2003. During this time he has worked with a wide range of Italian and International clients, both on the buy and sell side, as financial and industrial advisor. He has significant experience of advising both Corporate and Financial Investors across the FS space including Retail,  Corporate and Investment Banking, Asset Management, Distres ... (view full description)

Massimo Massimilla

Chief Executive Officer
Algebris Italy

Massimo has spent 10 years investing globally and working as a partner and entrepreneur at Algebris Investments. He is recognised globally as a top professional investor and expert in the financial sector, with press coverage across Italy, UK, US and Brazil. Starting July 2015 Massimo has been named CEO of Algebris Italy, assuming new responsibilities as the company expands its Private Equity offerings focused on NPL’s in the real estate sector and a new vehicle focused on SMEs across Italy. Prior to Algebris, Massimo worked in corporate finance at Goldman Sachs and Morgan Stanley, focusing on the European financial sector. ... (view full description)

Andrea Mignanelli

Chief Executive Officer
Cerved Credit Management

Andrea Mignanelli is the CEO of Cerved Credit Management, the leading Italian player in non performing loans and assets management (over € 25 Billion under management).
A former partner of McKinsey & Company, Andrea has developed an international experience on the Credit and NPL sector advising banks and specialized operators in Italy and other European countries.
Prior to that, Andrea has worked for General Electric as a financial analyst, mainly in the US and UK.
Andrea holds a degree in Corporate Finance at Bocconi University - Milan and a Master in Business Administration at INSEAD - Paris.

Andrea Orlando

The Minister of Justice
Renzi Government

Andrea Orlando was born in La Spezia on 8 February 1969. In 1989 he became provincial secretary of the Youth Federation of Italian Comunists (FGCI - Federazione Giovanile Comunisti Italiani) for the province of La Spezia, and the following year he was elected member of the City Council of La Spezia for the Italian Communist Party (PCI - Partito Comunista Italiano). After the dissolution of the Italian Communist Party he was re-elected to the City Council with the Democratic Party of the Left (PDS - Partito Democratico della Sinistra). In 1993 he became the party’s leader in the City Council and in 1995 the Town Secretary of the party; in 1997 he was elected with the h ... (view full description)

Roberto Paciotti

Managing Director
S&P Global Ratings

Roberto is a Managing Director in Standard & Poor's Ratings Services; since April 2015 he holds the position of Office Head. Since 2012 Roberto is also the Global Analytical Manager for Covered Bonds.   Previously he was responsible for Structured Finance analytical outreach for Southern Europe, and before that was head of Structured Finance ratings in Italy.   Roberto joined the company in 2007 after a two-year experience as Chief Credit Officer in Cassa depositi e prestiti, the Italian financial institution specialized in lending to local authorities and investments to supply public services and developments.   Before working with Cdp, Roberto spent ... (view full description)

Fabrizio Pagani

Head of the Office
Ministry of Economy and Finance

Fabrizio Pagani is Head of the Office of Italy’s Minister of Finance. In this capacity, he supports the Minister on key domestic and international economic and financial issues and heads a team which serves as policy unit for the Minister. In particular, he is leading / spearheading / coordinating the work of the Italian government on public and private investment, finance for growth, privatization, banks and other financial institutions. Since 2014, he is non-executive Director of ENI and Chairman of ENI’s Scenarios and Sustainability Committee. In the previous Italian government, he has served as senior counsellor and G20 Sherpa of the Prime Minister. In ... (view full description)

Fulvio Pelargonio

Senior Fund Manager
Quaestio Capital Management

Fulvio joined Quaestio Capital after more than 15 years in the Asset Financing industry.
In his previous roles at RBS and MPS he has originated and structured financings backed by a wide range of of asset classes including NPL, residential mortgages, SME and real estate loans across Italy and Southern Europe.

Alessandro Penati

President
Quaestio Capital Management SGR

Founding partner and CIO of Quaestio Capital Management SGR and Quaestio Investments SA, a newly established  asset management company with over 9 billion euro under management.   Previously he founded Epsilon Associati SGR, a quantitative asset manager dedicated to institutional investors. He also headed research and asset management of Akros- Azimut at its foundation.   He has been professor of Finance at Catholic University in Milan.  Previously, he was at Bocconi University, Padua University, Wharton School - University of Pennsylvania, and Fame, Geneva.   He has been an economist in the Research Department of the Internatio ... (view full description)

Daniel Pietrzak

Managing Director
KKR Asset Management

Daniel Pietrzak (London) joined KKR in January 2016 as a Managing Director and Head of Principal Finance.  Mr. Pietrzak is a member of the Private Credit Investment Committee and involved in several portfolio companies across KKR Credit.  Prior to joining KKR, Mr. Pietrzak was a Managing Director and Co-Head of the Deutsche Bank Structured Finance business across the Americas and Europe.  He was also a Member of the Global Markets Executive Committee, the DB Group UK Executive Committee and the Risk Committee of the Investment Bank. The Deutsche Bank Structured Finance business focused on commercial real estate, securitized products, illiquid credit trading, hard ... (view full description)

Alessio Pignataro

Senior Vice President
DBRS

I am a professional with over 10 years of experience in the structured finance market. I possess a good mix of technical and commercial skills.

Over this period I worked on more than 40 transactions across different jurisdictions and asset classes (residential mortgages, auto loans, consumer loans, lease receivables, credit cards and non-performing loans).

Nausica Pinese

Chief Operating Officer
Securitisation Services Spa

Nausica Pinese is the Chief Operating Officer of Securitisation Services, an independent financial services organization specialized in managing and monitoring securitisations, covered bonds and structured finance transactions. She has joined Securitisation Services in 2000, managing  several securitisation transactions relating to several asset classes (RMBS, CMBS, NPLs, Leasing Receivables) as well as covered bonds. Since 2011, Nausica is responsible of all the operational structure of Securitisation Services, coordinating a team of over 110 professionals. In the recent years, she is directly involved in the business development of the master servicing a ... (view full description)

Massimo Prestipino

First-Vice President
UniCredit

Massimo Prestipino is a First Vice President at Distressed Asset Management (“DAM”) Department in UniCredit Group. He joined DAM in March 2016 and he is responsible for Global Coordination of NPLs sales in CEE as well as for structuring and execution of NPL portfolio sales in Italy.   Massimo started his career at the Credit Department of Banca di Roma (now UniCredit Group) working as Credit Analyst for Financial Institutions.   From 2001 to 2009 he worked in Hong Kong covering different positions in the local branch of UniCredit (Head of Credit Department, Business Manager, Deputy Chief Manager). In 2010 he returned to the Headquarter in Milan where he was worked as ... (view full description)

Stefano Questa

Managing Director
TPG Special Situations Partners

Stefano is a Managing Director with TPG Special Situations Partners, based in London. TSSP is a division of TPG, a leading global private investment firm with over $70 billion of capital under management. He has responsibility for real estate and financial services investments across Europe.   Prior to joining TSSP, Stefano was an Executive Director at Goldman Sachs in London. He worked at Goldman Sachs for ten years, first in the Investment Banking Division, and subsequently as a private equity and credit investor (focused primarily on financial services and real estate).   Stefano earned a BA (Hons) in Philosophy, Politics and Economics from the University of Oxford ... (view full description)

Massimo Ruggieri

Investment Professional
Elliott Advisors UK Ltd

Massimo Ruggieri is an investment professional at Elliott Advisors, where he focuses on structured credit and real estate investments.

Before joining Elliott, he spent several years at leading Investment Banks, including Deutsche Bank, UBS and Morgan Stanley, structuring and investing into various products including ABS, illiquid assets and non-performing loans.
 

Vito Ruscigno

Co Head NPL unit
PwC

Vito, Associate Partner at PwC, is a member of the European Portfolio Advisory Group  and co leads the NPL team in Italy   Vito joined PwC in 2000 and has extensive experience in financial restructuring, in non-core, distress and NPL transactions specialized in the portfolio analysis, valuation and deal structuring on behalf of banks and institutional investors interested in the sale and/or acquisition of distressed assets. In the NPL and non-core sector, Vito has been involved in most Italian deals covering different asset class (secured, unsecured, leasing, etc) and of different size and characteristics. During the last years he has participated to over € 10 bln NPL ... (view full description)

Giuseppe Sacchi Lodispoto

Partner
BonelliErede

Giuseppe Sacchi Lodispoto is a partner in the London office where he focuses on Financial and banking transactions with particular focus on loan transactions (corporate loans, real-estate loans, aircraft finance, RMBS, CMBS, loans to SMEs, NPL, loans to the public sector, commercial mortgages, purchase and sale of assets), securitisations and other structured transactions, debt restructuring transactions and financial litigation.   Giuseppe is Member of the Bank Loans Focus Team, Restructuring & Insolvency Focus Team and Transport/Shipping Focus Team   He is also Country partner for Canada.   Giuseppe joined BonelliErede in 2003 and became partner in 2 ... (view full description)

Tareck Safi

Portfolio Manager
PIMCO

Mr. Safi is an executive vice president and portfolio manager in the London office, focusing on private secondary debt opportunities in European commercial real estate. Prior to joining PIMCO in 2013, he led the cross asset debt syndicate team at Societe Generale. He previously held senior positions at RBS, both on the public side, in the European asset-backed trading team, and on the private side, as head of continental European CMBS structuring. He has 19 years of investment and financial services experience and holds a master's degree in finance from the London School of Economics. He also has a statistics degree from ENSAE and an engineering degree from the Ecole Polytechnique.

Vittorio Savarese

Head of Risk Transfer Solutions
Banca IMI

Vittorio Savarese is Head of Risk Transfer Solutions in Banca IMI. Within Global Markets Structuring and Solutions, the Risk Transfer Solutions team is responsible for credit risk synthetic transfer transactions, deleverage of illiquid assets and secured financing for institutional clients, including Intesa Sanpaolo group. Before joining Banca IMI, Vittorio has been at Sanpaolo IMI in the Business Development desk and previously with UniCredit Banca Mobiliare, both in Milan and London, where he worked in the securitisation and debt capital markets businesses. Vittorio has also worked in Paris, at Société Générale in the Equity Derivatives Business and at RBS London in the Securitisation desk ... (view full description)

Markus Schaber

Chief Executive Officer
European Datawarehouse GmbH

Markus has joined European Datawarehouse GmbH (ED) as Chief Executive Officer in January 2013. ED has been created by a diverse set of shareholders following the ECB’s loan level initiative for the European ABS markets. ED’s vision is to create a central point where industries, associations and national agencies can lodge their data and information in an open, transparent and trusted environment. Before ED, Markus had various roles in the securitisation industry since 1995; inter alia as Head of Securitisation at the European Investment Fund, Managing Director at Deutsche Bank London with responsibility for Northern and Central European Securitisation markets and Director at Fitc ... (view full description)

Giovanni Stefanin

Legal Partner
PwC Legal Services

Giovanni, lawyer since 1998, Partner PwC Legal, has over 15 years of experience in assisting/advising Banks, SIM, SGR, Investment Funds, Financial Intermediaries and Insurance Companies in mergers and acquisition transactions and in the management of other relevant issues connected with banking and financial sector, with reference to corporate law, banking law, securities and stock exchange regulation.   Giovanni has reached a wide experience carrying out his activities on behalf of Italian and international key clients and he is the head of the Financial Services Legal Department of PwC Legal, with offices in Milan and Rome, composed by professionals with specifi ... (view full description)

Andrea Torri

Chief Financial Officer
Iccrea Banca S.p.A.

Andrea Torri is the Head of Finance of Iccrea Banca, the second level bank of the italian cooperative banks’ network, where he is in charge of the treasury, funding, securitisations, derivatives, brokerage and investment activities for the Iccrea banking Group. He was until June 2012 Group Chief Risk Officer at Iccrea Holding and has formerly been Senior Manager with leading consulting firms in the fields of finance and risk management. He is member of the Board of Directors of ASSIOMFOREX, e-MID Sim, Hi-MTF Sim and of the insurance company BCC Vita. He is also member of the “Capital Markets” and “ALM and Treasury” Committees of the UNICO Banking Group. In ... (view full description)

Claudio Tumeo

Head of Strategic Funding
Credito Valtellinese

Born in 1981, Claudio Tumeo has been Head of Strategic Funding and Collateral Management at Credito Valtellinese since 2016, after being Head of Securitisation and Collateralised funding since 2011.

He started his career in 2006 in Credito Valtellinese Banking Group within the Risk Management Department, mainly focusing on Operational Risks, Financial Risks, and Asset Liability Management.

Claudio holds a Master degree in Telecommunications Engineering at Politecnico di Milano (2005) and a Master in Business Administration at MIP Business School (2011).

Daniele Weisz

Investment Manager
Balbec Italia

Daniele is responsible for Balbec’s Italian investments and operations. Daniele in 2002 worked for RCS Editori as controller and in 2003-2004 for  Altroconsumo as equity and funds analyst. In 2005 he joined Archon Group Italia, a Goldman Sachs Company, where during 8 years covered all topics related to NPLs, operations and acquisition side, on Secured and Unsecured loans and Real Estate. In 2013 Daniele joined Cerved Credit Management where he was responsible for NPLs portfolios valuation and during 2 years was involved in more than 70 NPLs portfolio underwriting. Daniele holds an MSc in Economics from Bocconi University, Milan. Daniele joined Balbec in 2015 for the new Ita ... (view full description)
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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.

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