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

Barbara Florian is a Senior Director, based in S&P Global Ratings’ Milan office in the Structured Finance Department. She is Country Analytical Leader, covering Structured Finance activity in Italy (new issuance and surveillance). Since joining S&P 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) across different jurisdictions. Before joining S&P Global Ratings, she worked for Merrill Lynch in London and Milan in the fixed income product sales department. Barbara holds a Master D ... (view full description)

Jade Friedensohn

Managing Director
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 18 years of experience in the structured finance market with more than 150 transactions closed in various asset classes such as NPLs, RMBS, CMBS, CBO, leasing, consumer loans, social securities receivables and trade receivables. He is at present co-head of Southern Europe Structured Products. Recently, Alessandro has been involved in the first four and most important Italian NPLs transactions, using the support of the Italian Government Guarantee (GACS) and he is  also involved in other financing NPLs transactions. 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 &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 130 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 Structuring and Loan Management
Banca IMI

Vittorio Savarese is Head of Structuring and Loan Management in Banca IMI. Within Global Markets  Solutions and Financing, the Structuring and Loan Management team is responsible for structuring capital markets transactions aiming at managing financial risks for institutional clients, including Intesa Sanpaolo group. Within this mission, the Structuring and Loan Management team arranges synthetic securitizations and deleveraging transactions of illiquid assets, including NPLs.  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 capi ... (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 ALM, Funding & Collateral Management
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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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.
Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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