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Danny Abajian

Senior Vice President and Group Head of Project Finance

Danny Abajian, Senior Vice President and Group Head of Project Finance at Sunrun, is responsible for raising project-level sources of capital to support the rapid growth of the company's residential solar fleet, including tax equity, bank debt, asset-backed securities, institutional debt and project equity. With over 15 years of experience financing energy and infrastructure projects, Danny has completed transactions involving more than $10 billion in total fundraising. Prior to joining Sunrun in 2010, Danny spent five years in investment banking, at Barclays Capital and BNP Paribas, executing structured debt and commodities transactions for infrastructure, power generation and energy assets ... (view full description)

Eric Alini

Counterpointe Energy Solutions

Bill Allen

President and Chief Executive Officer
LeaseDimensions, Inc.

William D. Allen is President and CEO of LeaseDimensions. He has held this position since he founded the Company in 1995. He currently leads the Company’s strategic planning, corporate finance, marketing, and human resource functions and he oversees all servicing operations. Mr. Allen has extensive experience in executive management and strategy development for financial institutions and independent finance companies. Prior to founding LeaseDimensions, Mr. Allen served as Managing Director of Parrish Financial Servicing Company (now Portfolio Financial Servicing Company) where he led the development, marketing, and implementation of the Company’s outsourcing business upon its fou ... (view full description)

Ken Alston

Special Advisor for Finance Office of the Secretary
US Department of Energy

George Ashton

Sol Systems

George Ashton, co-founder of Sol Systems, has been a critical contributor to the vision and strategic development of Sol Systems. He has focused specifically on developing the SREC Services and Project Finance businesses. His strategic responsibilities include on-going ideation and process implementation with the goal of ensuring that Sol Systems is a transformative financial intermediary in the renewable energy finance space. His daily responsibilities include managing the SREC Portfolio team, as well as the Developer Advisory Services group, which originates and reviews solar project opportunities for investment. Prior to Sol Systems, Mr. Ashton spent more than a decade in the ... (view full description)

Tom Athan

Managing Partner & Co-Founder
Altus Power America Management

Tom Athan is a co-founder and Managing Partner of Altus Power America Management since 2010. From 2007 to 2010, Mr. Athan worked at AIG Financial Products Corp. as a Managing Director and senior credit trader on the team responsible for the liquidation and risk management of a $500Bn investment portfolio. From 1997 to 2007, Mr. Athan was a Managing Director and Head of Principal Finance & Structured Credit Products at Societe Generale responsible for a $75Bn trading and investment portfolio. Prior to that, Mr. Athan worked in Relative Value Sales as a Derivative Products Specialist at Lehman Brothers. Before joining Lehman in 1996, Mr. Athan started his career as a fixed income portfolio ... (view full description)

Neil Auerbach

Chief Executive Officer and Managing Partner
Hudson Clean Energy

Mr. Auerbach is founder and Managing Partner of Hudson. Formerly, Mr. Auerbach was a Partner at Goldman Sachs & Co., where he co-founded the U.S. alternative energy investment business within the Special Situations Group and led several of Goldman’s most successful investments in renewable energy. Mr. Auerbach founded and managed several other businesses at Goldman during his seven year tenure with the firm, supervising over 30 professionals in the U.S. and Europe, and presiding over a $3 Billion balance sheet. Mr. Auerbach worked in the firm’s Debt Capital Markets and Credit Derivatives units before joining the Special Situations Group in December 2003. Mr. Auerbach is a member of the Leade ... (view full description)

Jessica Bailey

Co-Founder and Chief Executive Officer
Greenworks Lending

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean Energy-financed clean energy projects throughout the United States.    Prior to GWL, Bailey was with the Connecticut Green Bank as the Director of Commercial and Industrial Property Assessed Clean Energy (C-PACE), where she joined in August 2012. In this role, she designed an award winning state-wide PACE program that allows building owners to access financing to perform clean energy improvements on their properties. In its first two years, the program approved $75 million in clean energy projects and executed the first securitization of commercial efficiency asse ... (view full description)

Shez Bandukwala

Managing Director Investment Banking

Shez joined KPMG Corporate Finance as the Head of the US Cleantech practice. As a leader in Corporate Finance, Shez serves and expands relationships with Cleantech clients that expand across the industrial, technology and energy sectors with a focus on M&A advisory services, private equity and debt capital raises as well as renewable project financing. Shez advises the management teams of publicly traded and privately-owned companies as well as their board members and venture/private equity investors. Shez directs the firm’s efforts in key cleantech subsectors, including renewable power generation (solar, biomass), advanced energy technologies (advanced batteries, PEV, HEV, fuel cells), adv ... (view full description)

James Baskin

Head U.S Structured Research& Private ABS
Aegon Asset Management US

Jim Baskin, CFA, CPA joined Aegon USA Investment Management, LLC (“AUIM”) and its affiliates in 1996. Jim is Head of U.S. Structured Research where he is responsible for all structured product research in the U.S. as well as any necessary global coordination related to structured research.
Prior to joining AUIM, Jim was employed with the Federal Deposit Insurance Corporation where he serves as a Commission Bank Examiner in the Safety and Soundness Division.
Jim received his BS in Finance from the University of Tennessee.

Kevin Bauer

American Solar Direct

Kevin Bauer is President of American Solar Direct and is responsible for leading the company in its mission to inspire the adoption of solar power, one roof at a time. Kevin came to American Solar Direct with more than 20 years of experience in finance and business, with a diverse background in the renewable energy, private equity and investment banking industries. Prior to American Solar Direct, Kevin was a Managing Director at Global H2O Investments (GHI) , a private equity firm focused on the development and acquisition of water, wastewater and "waste-to-energy" infrastructure assets. Prior to GHI, Kevin was the CFO for Archimedes Technology Group, a nuclear-based energy technology compa ... (view full description)

Elizabeth Bellis Wolfe

Energy Programs Consortium

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

Ronald Borod

Founder and Principal
Ram Island Strategies LLC

Ronald Borod has worked extensively in securitization and structured finance for over two decades and has established a reputation as a thought leader in the creation of innovative structures and financial products. Ron focuses his practice on assisting issuers and underwriters in designing and implementing securitization programs involving non-traditional asset classes. For example, in the 1990s he developed the first national credit tenant lease finance program and the first CTL-only conduit, and designed and executed securitized credit lease programs to provide construction and permanent financing for two national retail companies. Ron was the architect of and serv ... (view full description)

Sairah Burki

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

Michael Cheng

Managing Director
MidCap Financial

Benjamin Cohen

Chief Executive Officer

As CEO, Benjamin Cohen leads T-REX with a strong vision for the future of enterprise financial technology and its impact on making markets more transparent and efficient. He has built the T-REX team and the T-REX software platform by combining the most sustainable elements of finance with modern SaaS technology, allowing the most complex financial markets to be more transparent for all parties. The company’s enterprise SaaS platform, T-REX Analytics, provides complete transparency through granular cash flow models, stress-testing across power production and credit metrics, and capital stack structuring. T-REX has successfully facilitated significant new capital entering the compl ... (view full description)

Cisco DeVries

Chief Executive Officer

Michael Delucia

Vice President

Michael DeLucia is part of Macquarie’s energy structured finance platform, with a focus on the power, distributed energy, and energy supply sectors. Mr. DeLucia has over eight years of energy and power structured finance and private equity experience. Prior to joining Macquarie, Michael served as on the investing team at Nereus Capital, a private equity fund focused on power and cleantech investments in Asia. Previously, Michael executed project finance debt transactions in the wind and solar sectors in North America with HSH Nordbank. Michael began his career in investment banking at J.P. Morgan. Michael holds a Bachelor of Arts with a major in Economics from Brown University.

Tom Denkler

Managing Director, Head of Structured Privates

Thomas Denkler is responsible for managing the portfolio and new investment selection of Asset-Backed Securities, structured corporate debt, and tax driven transactions in the Private Placements Group. He is also a member of the Credit Committee for the Private Placement Group, the International Credit Committee, and the Investment Committee of the Structured Products Group. He started working for SunAmerica in 1991, which was acquired by AIG in 1999. Previously he worked at Zilkha Energy Company and KPMG Peat Marwick. He received a bachelor’s business degree in Accounting from the University of Texas at Austin and an MBA in Finance from the University of Houston. Mr. Denkler is ... (view full description)

Paul Detering

Chief Executive Officer
Redwood Insights

As CODA Energy’s first CEO, Paul Detering brings over 20 years of leadership experience in clean technology, networking and software industries to the company. Detering’s deep knowledge of the renewable energy space and proven expertise in driving growth at early stage technology companies is leading CODA Energy through the next critical stages of development. His past successes in raising significant capital for a number of start-ups is a complement to the strength of CODA Energy’s product and investor base, including funds managed by affiliates of Fortress Investment Group and a European Family Office. Prior to CODA Energy, Detering founded Redwood Insights to provide advisory and inter ... (view full description)

Dan Dobbs

Chief Financial Officer
Solar Grid Storage LLC

Dan Dobbs is the chief financial officer of Solar Grid Storage, a company he co-founded in 2011. Prior to Solar Grid Storage, Mr. Dobbs was director of product management at SunEdison where he led efforts to reduce the levelized cost of energy (LCOE). In this role, Mr. Dobbs managed the product roadmap designed to make unsubsidized solar energy competitive with traditional energy sources. He also initiated and led efforts to standardize design and construction practices across SunEdison. In earlier roles, he established and ran the power purchase agreement (PPA) pricing process that generated more than 1GW of project pipeline and backlog for SunEdison. Prior to joining SunEdison, M ... (view full description)

Ryan Donovan

Deutsche Bank

Ryan P. Donovan Director Deutsche Bank - Municipal Capital Markets Ryan Donovan joined Deutsche Bank in 2010 and has over 19 years of fixed income, derivatives and municipal capital markets experience. Mr. Donovan leads Deutsche Bank’s direct Property Assessed Clean Energy (PACE) efforts. He has extensive experience with a wide range of cash and derivative products and expertise in municipal finance, derivative strategies, tender option bond programs, and specialty finance programs. He was a senior managing director and served as the co-head of the municipal derivatives desk at Bear Stearns where he spent over 11 years. In addition to Bear Stearns, he spent two years at UBS and al ... (view full description)

Michael Eckhart

Managing Director Global Head of Environmental Finance
Citi Corporate and Investment Banking

Michael Eckhart has been involved in the solar energy field since 1978 when he managed the first national assessment of PV technology, markets, industry and policy for the Carter White House. Following 15 years in nuclear, coal, and gas-fired power generation, he returned to solar and renewable energy in 1995, founding the SolarBank Initiative, pioneering the financing of solar PV in Europe, India and South Africa. In 1997-2000, he established a USAID-funded program in India, training 1,000 bankers on financing solar and introducing solar financing to the microfinance industry there. In 1998-2001, he organized the Shell-Eskom Solar Energy Company in South Africa that installed over 10,000 ... (view full description)

Edward Fenster

Chairman & Co- Founder

Ed co-founded Sunrun to make solar affordable for American families. He oversees capital raising and legislative and regulatory affairs. Under his leadership, Sunrun has enjoyed uninterrupted access to project finance throughout its history. Ed has worked to shape public and industry policy with the goal of building a sustainable, subsidy-free solar industry. Before Sunrun, Ed served as Director of Corporate Development at Asurion Corporation. He also worked at The Blackstone Group, completing more than $10 billion in private equity and M&A transactions. Ed is a 2010 Ernst & Young Entrepreneur of the Year award winner with Lynn Jurich, a member of the Pew Center on Global Climate Change, and ... (view full description)

Richard Fioravanti

Head of Section, Distributed Energy Resources
DNV GL Energy

Mr. Fioravanti has over20 years of experience working with emerging technologies in both commercialand consulting roles. Currently, his efforts focus on advanced electricitystorage technologies as well as distributed energy resources and renewabletechnologies. He assists government agencies, utilities and manufacturers, bothdomestically and internationally, to develop business plans for advancedtechnologies, project development efforts, and financial modeling ofapplications. In the area of storage technologies, Mr. Fioravanti has workedwith major storage manufacturers across the spectrum of technology types andapplications. He ... (view full description)

Brian Foley

Managing Director
Macquarie Group

Brian joined Macquarie in June of 2012 to start the Portfolio Solutions Group ("PSG") in Macquarie's FICC division in New York. Portfolio Solutions looks to meet client needs for financing, structuring and capital optimization of portfolios of financial assets. PSG has provided cash financing for a variety of assets, including PACE Bonds, solar energy credits, consumer assets, and middle market loans. PSG also provides clients with TRS exposure on broadly syndicated leveraged loans. Prior to joining Macquarie, Brian was a Director at Bank of America Merrill Lynch, where he held a variety of roles, including ABS CDO structuring, legacy asset management and disposition, regulatory ... (view full description)

Chuck Foster

Investment Manager
Aegon USA Investment Management LLC

Jade Friedensohn

Managing Director

  Jade Friedensohn currently serves as  Group Managing Director of the Structured Finance and Asia Pacific Divisions of Information Management Network, a subsidiary of Euromoney Institutional Investor PLC. IMN is an organizer of best in class financial conferences spanning the globe. Jade has 16+ years’ experience creating and executing large scale events and managing a talented team of conference professionals.  Since that time, she has for expanded the business into new markets and asset classes such as Italy, China and Greece; and new sectors such as renewable energy and fintech. In addition to new business development, her responsibilities include oversight of a team of ... (view full description)

Gaetan Frotte

Vice President, Finance and Strategy
NRG Energy Inc

After eight years in NRG Treasury group during which he most recently led the structured finance, cash management and debt compliance functions, Gaetan now serves as our SVP, Finance and Strategy. His new responsibilities will include oversight of finance-related functions including leading equity and debt financings, liaising with the investment community and rating agencies, and developing our short-term and long-term investment policies and growth strategy. Prior to joining NRG, Gaetan spent seven years with Reliant Energy in Houston at various corporate finance positions and worked before that for a subsidiary of France Telecom in Paris, France and Arlington, Virginia. Over the y ... (view full description)

Nathan Gabig


Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting

David Gabrielson

Executive Director

David was introduced to PACE in 2009 while helping to develop Energize Bedford, an energy efficiency financing program and precursor to New York’s Energize New York commercial PACE program, during the first of two terms he served on Bedford's Town Board. Before his careers in energy efficiency and politics, he spent over 20 years as an investment banker to state and local governments, financing a wide range of capital facilities and programs at national firms including Credit Suisse First Boston and J.P. Morgan.   David joined PACENation in late 2010 as its first staff member. A foundation and member supported non-profit, PACENation is the national advocate for PACE, a sour ... (view full description)

Bryan Garcia

President and Chief Executive Officer
Connecticut Green Bank

Bryan Garcia was named president andCEO of the Connecticut Green Bank in 2011. He oversees the nations firststate-level green bank. In that role, heis responsible for using limited public funds to attract and deploy privateinvestment in clean energy in Connecticut.The green bank model is demonstrating that more clean energy can bedeployed at a faster rate while using public funds more responsibly.Prior to joining the Green Bank,Garcia was program director for the Yale Center for Business and theEnvironment. At Yale, Garcia led efforts to develop a leading global programresponsible for preparing environm ... (view full description)

Henry Gentenaar

Founder and Chief Operating Officer
HomeEdison, LLC

Melanie Gnazzo

Chapman and Cutler LLP

Melanie Gnazzo is a partner in Chapman's Asset Securitization Department and is also a member of the Lease Finance and Project Finance practice groups. She serves on the firm’s management committee and as the San Francisco Office Leader. Melanie represents a wide range of banks, finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both commercial and tax law ad ... (view full description)

Drew Gottenborg

Vice President, Structured Finance
Clean Energy Collective

Drew Gottenborg is a vice president in Clean Energy Collective’s Structured Finance Group. Mr. Gottenborg oversees the project financing initiatives at CEC, coordinating the solicitation, structuring, negotiation and closing of various forms of project investment in order to facilitate the development, construction and long-term operations of CEC’s community solar projects. His specialties include permanent and construction debt financing, mezzanine debt financing, investment tax-credit structuring, and sponsor equity investments. Mr. Gottenborg joined CEC in January 2014 after spending 7 years as an investment banker with Denver based George K. Baum & Company. During that time he served ... (view full description)

Alfred Griffin

New York Green Bank

Alfred Griffin is an industry leader in developing innovative solutions in support of the financing of renewable energy generation and energy efficiency projects, and brings 25 years of experience in banking and finance to NY Green Bank. As President, Mr. Griffin oversees partnerships with private sector capital providers and other clean energy market participants to address barriers that limit private investment into attractive renewable energy and energy efficiency projects. Prior to joining NY Green Bank, Mr. Griffin specialized in structured finance with roles in corporate and investment banking, capital markets, and risk management at Citigroup Global Markets Inc. His ro ... (view full description)

Brandon Hadley

Katten Muchin Rosenman LLP

Brandon Hadley concentrates his tax practice in debt instruments, financial products, securitization, cross-border investments and tax credit investments. His principal areas of experience include debt capital markets transactions, asset-backed securitization, the structuring of derivatives and hybrid securities, and tax credit investments including tax equity investments in solar projects. Brandon has substantial experience in: (i) complying with the Foreign Account Tax Compliance Act (FATCA) and related withholding tax issues; (ii) structuring cross-border investments into the United States; and (iii) negotiating tax-related issues with syndicated loans, warehouse lines and credit agreemen ... (view full description)

Michael Hall


Function and specialization Michael leads KPMG's OnCall Technical Accounting Advisory Services. Representative clients Apollo Tyres Limited Capital One Charles Schwab Deutsche Bank eBay Hanesbrands HSH Nordsbank JP Morgan Chase Nestle SA Panasonic North America Solar City Union Bank Education, licenses & certifications BS, Rutgers University CPA, New York and New Jersey Background Michael is a partner leading KPMG's OnCall Technical Accounting A ... (view full description)

Thomas Hemmings

Hemmings Advisory Services

William Heskett

Managing Director
Bank of America Merrill Lynch

Gerhard Hinse

SunPower Project Finance

Gerhard Hinse is a Senior Manager Structured Finance in SunPower Corporation's Project Finance Group and focuses on leveraging the various tax equity structures employed in its residential solar lease program including back-leverage loans and asset-backed securities.During his professional career, Gerhard has closed more than $5 billion of highly structured, asset-backed financing solutions for principals, issuers and advising boutiques: Montgomery Street Financial, Bank of America Leasing, Bank of America Securities, Daimler-Benz Aerospace, JP Morgan Chase, KfW and Deutsche Bank.Gerhard received a Master of Business Administration in Finance and Accounting from the ... (view full description)

John Hitt

Chapman and Cutler LLP

John Hitt is a partner in the Asset Securitization Department of Chapman and Cutler LLP. Since joining the firm, John’s work has involved the structuring and negotiation of a variety of securitization transactions, including transactions backed by student loans, timeshare interests, trade receivables, credit card receivables, equipment notes and leases, automobile loans, commercial loans, high yield debt, residential and commercial mortgage loans and various other types of contract rights.   John’s work also includes the representation investors in alternative investments. His corporate finance experience also includes representation of issuers and investors in debt and equity of ... (view full description)

Bert Hunter

Executive Vice President and Chief Investment Officer
CT Green Bank

As Chief Investment Officer of the Connecticut Green Bank, Bert leads the finance team’s development of new and innovative financing programs that attract more private capital to scale-up the state’s clean energy investments, including energy efficiency, renewables and alternative fuel vehicles and associated infrastructure.Bert was Vice President of Finance and Chief Financial Officer of Spectrum Capital, Ltd, an investment bank focused on commercial aircraft finance and investment in U.S. electric power generation. He was accountable for all financial control and served as the company’s senior risk officer, overseeing all extensions of credit and investment of the ... (view full description)

John Joshi

Director of Financing Solutions

John Joshi joined NYSERDA on June 2nd as Director of Financing Solutions.  In this role John will develop strategies as part of our Clean Energy Fund for mobilizing private capital and market-based financing solutions to support scaled investments in clean energy across sectors and technology areas.  This role is important to support the Governor's energy agenda and the strategy for scaling clean energy by engaging private capital financing solutions.  John will interact with market financing institutions, both those already participating in providing solutions for clean energy financing and those who are not involved in offering financing products for these purposes or do so at s ... (view full description)

Joe Kaiser

Director, Capital Markets
Vivint Solar

Joseph Kaiser is a Director of Capital Markets at Vivint Solar, a leading, fully-integrated residential solar energy provider. His responsibilities include raising tax equity and debt financing to facilitate the ongoing growth of Vivint Solar’s residential and commercial businesses. Prior to joining Vivint Solar, Joseph worked at The Blackstone Group and A.G. Edwards & Sons, completing over $15 billion in M&A and financing transactions. Additionally, Joseph served as an Operating Executive at Erie Management Group, a regional investment firm, where he led investments in renewable energy and broader technology companies. Joseph received a MBA from the Kellogg School of Management at N ... (view full description)

Ben Kallo

Senior Research Analyst
Robert W. Baird

Former Vice President and publishing equity
analyst at Stanford Group
Previously, Research Associate at Pacific
Growth Equities
10+ years in financial services
Received a MA in Economics from the University
of California, Santa Barbara and a BA in
Economics and Mathematics from California
State University, Humboldt

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.

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

John Kinney

Founder & Chairman
CleanFund Commercial PACE Capital, Inc.

John Kinney is the Founder and Chairman of Clean Fund, a specialty finance company that provides compelling terms for commercial or industrial building owners, investors and developers. Financing is used for up to 100% of solar and energy efficiency with a structure that allows for expedited underwriting without needing guarantees or collateral. Clean Fund is the leader in developing this new structure commonly called Property Assessed Clean Energy (PACE) Bonds. The repayment becomes part of standard building expenses and the transfer on a property sale becomes automatic. All transactions are approved by the mortgage holder. Clean Fund completed the first privately originated comme ... (view full description)

Stacey Lawson

Executive Vice Chairman
Ygrene Energy Fund

Stacey Lawson brings 23 years of experience as a business executive in the areas of finance, clean energy, technology and manufacturing. Prior to joining Ygrene Energy Fund, Stacey was a candidate for U.S. Congress in California’s 2nd congressional district where she advocated for property assessed clean energy (PACE) as a leading environmental policy initiative. As Ygrene’s President and Chief Executive Officer from 2012-2016, Stacey spearheaded the design and growth of Ygrene’s innovative PACE model for the residential, commercial, agricultural and industrial sectors, scaling Ygrene to over $600M in originations. A cofounder of the Center for ... (view full description)

Minh Le

Former Director, Solar Energy Technologies Office
U.S. Department of Energy

Minh Le is the Director of the Solar Energy Technologies Office within the U.S. Department of Energy (DOE), where he helps manage and balance a roughly $1B multi-year portfolio of research, development, demonstration, and deployment programs to achieve the goals of the SunShot Initiative. The DOE SunShot Initiative is a collaborative national initiative to make solar energy technologies fully cost-competitive with other forms of energy by reducing the cost of solar energy systems by about 75% before 2020. Reducing the total installed cost for utility-scale solar electricity to roughly 6 cents per kilowatt hour without subsidies will result in rapid, large-scale adoption of solar electricity ... (view full description)

Dave Levy

Vice President
State Street Bank and Trust Company

Dave Levy is a Vice President for State Street’s Tax Advantaged Investment Group. Mr. Levy’s responsibilities include underwriting new tax equity investments and managing the existing portfolio of energy investments. Prior to State Street, Mr. Levy was an Asset Manager for NRG Energy, Inc. in Princeton, New Jersey. Mr. Levy supported various work-outs and optimizations of existing assets as well as mergers and acquisitions executed by the Company. Prior to that, Mr. Levy was at Acciona Energy in Chicago. Mr. Levy received his MBA from MIT Sloan.

Nicole Litvak

Solar Analyst
GTM Research

Nicole Litvak is a Solar Analyst at GTM Research with a focus on the downstream US solar market, tracking the competitive landscape of installers, financiers, and technology providers in the US residential and commercial solar markets. Nicole has authored reports on topics including residential solar finance and customer acquisition, and she leads data collection and analysis for GTM's U.S. PV Leaderboard. Nicole has prior experience in corporate sustainability, solar water heating, and business development. She graduated from Brandeis University magna cum laude, Phi Beta Kappa with a B.A. in Economics and Psychology.

Gilbert Liu

Kramer Levin

Gilbert Liu practices mainly in the area of securitization and structured finance. He represents issuers, underwriters, borrowers, lenders and service providers on private and public structured finance and securitization transactions involving a wide variety of asset classes. These include solar assets, energy efficiency receivables, timeshare loans, venture capital life science loans, collateralized debt obligations, commercial mortgage loans, home equity loans, residential mortgage loans, distressed assets, auto loans, student loans, equipment leases, trademark and licensing rights, and music royalties.Mr. Liu is listed as a leading securitization attorney in Chambers USA (2012-2014) and h ... (view full description)

Sylvain Mansier

Chief Operating & Financial Officer
Sungage Financial

Sylvain Mansier is co-founder and Chief Operating and Financial Officer of Sungage Financial. His experience in the energy sector includes project and corporate finance, strategic planning, and policy-making. Sylvain previously served as Assistant Secretary of Economic Development and Commerce in Puerto Rico, where he led a renewable energy initiative that resulted in the passage of a new Renewable Portfolio Standard and the creation of $290 million Green Energy Fund. Sylvain has held corporate development positions at energy development companies First Wind and Recurrent Energy. He also worked at UBS Investment Bank, where he focused on public power and project finance transactions. Sylvain ... (view full description)

Richard Matsui

Chief Executive Officer
kWh Analytics

Richard Matsui is the CEO of kWh Analytics, a data aggregation and analytics company for the solar industry. The firm offers insights to investors that are making decisions about risk and valuation in the solar asset class, using state-of-the-art statistical algorithms. Their dataset is the industry's largest independent aggregation of solar asset data, representing thousands of PV systems. Prior to co-founding kWh Analytics, he was the founding partner of Honua Solutions, a management consultancy to the global solar industry, advising clients across Asia, Europe, and the US.Prior to Honua Solutions, he was a consultant with McKinsey & Company in Greater China.As a founding member of the fi ... (view full description)

Brian McCarter

Chief Executive Officer
Sustainable Real Estate Solutions, Inc.

Brian McCarter is President and CEO of Sustainable Real Estate Solutions, Inc. (SRS), a market pioneer and leader in energy and sustainability performance assessment and management software solutions for the commercial real estate industry. Brian leads SRS's strategic initiatives to meet the exploding demand for energy assessment, benchmarking and optimization solutions, including the development of SRS's flagship platform Sustainable Real Estate Manager®, an Internet-based, "Software as a Service", that enables building owners, operators, lenders, tenants and consultants assess energy and sustainability-related risks and opportunities at their properties. Brian is chair of the ASTM Building ... (view full description)

Chet McGensy

Compliance Counsel

Chet McGensy is Director of Policy & Electricity Markets and Regulatory Counsel for SolarCity. In Chet’s role with SolarCity, he is furthering the solar revolution as a contributor to the creation of the MyPower Solar Loan the first of its kind loan product. He also helps develop other new products and also works on many federal and state renewable energy policy issues. Chet is currently an active participant in the major solar industry trade groups- including the Solar Energy Finance Association (“SEFA”). Chet is also very committed to the community and has volunteered for a variety of positions such as: the Education Committee Member for the California Chamber of Commerce; the Legal Af ... (view full description)

Michael Mendelsohn

Executive Director
Solar Finance Council

Michael is responsible for facilitating consumer finance options and investment capital for wide-scale solar deployment through the SEIA Finance Initiative and other market-leading efforts.  Prior to joining SEIA in 2015, Michael was a Senior Financial Analyst for the National Renewable Energy Laboratory where he led the Solar Access to Public Capital (SAPC) working group to engage capital market investment thru standardization and best practices.  Michael has over 25 years of experience in the energy industry with experience in utility regulation, electricity and gas markets, cogeneration deployment, and solar finance.  Michael holds a B.A. in Computer Science from Ithaca ... (view full description)

Steve Michella

Co-Founder & Chief Executive Officer
Dividend Solar

Steve is the CEO of Dividend Solar, which he co-founded to enable investment in distributed solar at a meaningful scale. Prior to Dividend Solar, Steve was an Investment Professional at American Infrastructure MLP Funds (“AIM”), a Real Asset private equity firm, where he focused on identifying and executing investments in stable, cash-flowing businesses. In addition, Steve worked directly with AIM’s Founder & CEO on the successful fundraise of AIM II, where he was responsible for managing institutional diligence and the structuring of AIM’s first offshore investment vehicle. Prior to AIM, Steve was an Analyst in the Global Natural Resources Inve ... (view full description)

Dirk Michels

K&L Gates LLP

Dirk Michels is a partner with the international law firm of K&L Gates LLP, resident in its Los Angeles and San Francisco offices, where he is one of four global leaders of the firm's Cleantech and Renewable Energy Practice. Mr. Michels advises renewable energy and cleantech companies in project development and corporate and project financing matters. His work on behalf of cleantech companies, particularly those focused in solar, includes the full range of corporate and strategic advice, as well as assistance with all aspects of project development and financing, complex debt and equity financing, and accessing public financing markets. In his more than 15 years of practicing law in Germa ... (view full description)

Steve Moffitt

Managing Director
Goldman Sachs

Steven runs the Consumer Structured Finance business within the Investment Banking Division (IBD). The team covers a range of specialty finance assets including traditional sectors such as Auto, Credit Cards and Student Loans to more emergent areas like Fintech, Point of Sale Finance and SME lending. He is a member of Structured Finance Capital Committee and is co-captain of the Tulane University recruiting team.    Prior to joining IBD, Steven worked in the Securities Division structuring deals for consumer and commercial clients. He joined Goldman Sachs in 2005 as an associate and was named managing director in 2012 and partner in 2018.    Prior to joining the firm, Steven work ... (view full description)

Chris Murphy

SVP Finance

Chris Murphy is the Director of Structured Finance for Sungevity, a leading solar residential developer with operations in nine states and joint ventures in Australia and the Netherlands. His responsibilities include sourcing tax equity, debt, as well as supporting corporate equity fundraising. Sungevity has raised five tax equity funds to finance as well as a $50mm back leverage facility. Chris also plays an active role in Sungevity's customer-facing pricing decisions and corporate FP&A.Chris began his career and worked for over four years at Susquehanna International Group. He was a Trader who ran a $1billion+ portfolio of high yield municipal bonds, covering diverse sector ... (view full description)

Phil Narodick

Director, Financial Products

Phil Narodick is Director of Financial Products at Mosaic where he structures the company's whole loan sale facilities. Prior to Mosaic he was part of the Renewable Energy Finance team at Rabobank, warehousing and back leveraging residential solar leases. He holds a bachelors and masters from Stanford University.

Conlan O'Leary

Sighten, Inc.

Sheikh Omer-Farooq

Bank of America Merrill Lynch

Omer Farooq is a Director in the the Cross Asset Solutions & Strategies group at Bank of America Merrill Lynch. In this role, he is responsible for originating, structuring and distributing funding and investment solutions for clients in the renewable energy and infrastructure spaces. Prior to joining Merrill Lynch in 2006, Farooq worked in the Debt Capital Markets group at Citigroup, focusing on asset finance, securitizations and financial products. Farooq earned a Bachelor of Science degree from Columbia University.

Billy Parish

Chief Executive Officer

Billy Parish is Founder and CEO of Mosaic, the top lender for home solar in the U.S. Mosaic was named one of the world’s 10 most innovative companies in energy by Fast Company for the past two years. In 2002, he dropped out of Yale to found the Energy Action Coalition and grew it into the largest clean energy membership organization in the world with over 300,000 members. He was lead architect of the Clean Energy Corps proposal to create 5 million new green jobs, which was incorporated into the American Recovery and Reinvestment Act and also expanded Americorps with a new “Clean Energy Service Corps”. He has been honored as a Rolling Stone magazine & ... (view full description)

Thomas Plagemann

Executive Vice President
Vivint Solar

Thomas Plagemann is Executive Vice President, Head of Capital Markets for Vivint Solar, a leading full-service residential solar energy provider, where he is responsible for developing Vivint Solar's tax equity and capital markets fundraising efforts and leading the financing strategy beyond its existing third party financing structures.Thomas has over 20 years of experience originating and executing financings and investments in energy and infrastructure assets globally and has been involved either as advisor, debt arranger, or equity investor in capital investments totaling $20 billion in projects with total capital costs in excess of $29 billion. He has completed transactions ... (view full description)

Art Rendak

Inland Green Capital LLC

Mr. Rendak is a serious advocate for sustainable real estate and strongly supports financing solutions that will help residential and commercial property owners go green. Both as a banker and as a private lender, Mr. Rendak has been in the real estate finance business for over 25 years and currently oversees Inland’s bridge lending program, as well as the green capital initiative.

Mary Rottman


Mary is owner and Principal of Rottman–Associates, a renewable energy and financial consulting firm located in San Francisco, California.   Mary works with renewable energy developers, manufacturers, entrepreneurs, finance and private equity companies on a variety of strategic assignments assisting them overcome funding and operations challenges. She has over 25 years experience in financial services and renewable energy industries.    Alongside her consulting work, Mary was a founder of and served as President and member of the Board of the Solar Energy Finance Association (SEFA), a non-profit industry trade association focused on expanding the availability of capita ... (view full description)

Jeffrey Schub

Executive Director
Coalition for Green Capital

Jeffrey Schub is the Executive Director of the Coalition for Green Capital (CGC), a 501(c)(3) nonprofit based in Washington, D.C. that works at the state, federal and international levels to create clean energy finance initiatives, or “green banks”, that accelerate the growth of clean energy markets. CGC is the nation’s leading consultant on green banks, which use limited public dollars to leverage large private investments in clean energy. Jeff develops green bank opportunities and partnerships across the country, managing engagements with Connecticut, New York, Minnesota, Maryland, Rhode Island, Nevada and Delaware. He advises the Connecticut Green Bank on organization strategy, and helped ... (view full description)

Benjamin Shih

Vice President - Senior Analyst
Moody’s Investors Service

Ben Shih is a Senior Analyst in the Asset Finance Group at Moody’s responsible for surveillance of esoteric ABS assets such as solar, films, tax liens, containers and railcars. Ben was formerly a principal at GHL & Company and a VP at Merrill Lynch’s Global Structured Finance Group. He also co-founded AmRock Advisors, a financial consulting firm. Prior to Merrill Lynch, he worked in the ABS Research at Moody’s and as an investment banker focused on leverage finance in the Telecom and Media Group at Barclays Capital. Ben holds an MBA from the MIT Sloan School, MS in Electrical Engineering and Computer Science and BS in Electrical Engineering from MIT. 

Tom Tansy

SunSpec Alliance

Tom Tansy is an information technology executive dedicated to establishing distributed energy as a major power source for the world energy economy. Tom serves as Chairman of the SunSpec Alliance ( where he leads the solar industry's efforts to establish data and communication standards that enable seamless integration of solar PV into the Smart Grid. The SunSpec Alliance has more than 70 members, including leading fleet operators, component suppliers, and software developers. He also serves as a board member of the Solar Energy Finance Association ( Tom previously served as General Manager and Vice President of Business Development for the Vision System ... (view full description)

Ravi Thuraisingham

Chief Executive Officer
LightWing Inc

Ravi Thuraisingham, CFA. An energy industry veteran and business developer, Ravi Thuraisingham is the CEO and Chairman of LightWing Inc., an innovative residential solar energy sales and technology platform provider to utilities and energy companies. Prior to co-founding LightWing, Ravi founded American Solar Direct Inc. (ASD), a downstream residential solar developer based in Los Angeles, California. Ravi originated ASD’s initial funding and structured and ran a Tax Equity fund for a utility to finance residential solar systems. Ravi served as President, Chief Financial Officer and a Director of ASD, successfully growing the business over a 4 year period from concept to over tens of million ... (view full description)

Dale Vander Woude

Founder & CEO
Helio Energia Holdings SA

As Executive Vice President, Dale A. Vander Woude is responsible for capital markets, corporate strategy, and mergers and acquisitions. He is directly responsible for securing corporate and project financing to meet OneRoof Energys growth and revenue objectives. Dale graduated from Central College with a bachelors degree in economics and business management, and received an MBA from Loyola Marymount University. Prior to joining OneRoof, Dale was a Director at Citibank in Capital Markets Origination - Asset Finance Group for sixteen years.

Stephen Viscovich

Managing Director
Credit Suisse

Stephen Viscovich is a Managing Director in the Securitized Products Group at Credit Suisse, where he has worked for 14 years. Mr. Viscovich is a senior officer on the esoteric & transportation ABS team that focuses on transactions secured by a wide variety of new and non-standard asset portfolios in the securitized markets. In his position, Mr. Viscovich is responsible for the team’s focus on financing renewable energy assets, particularly distributed generation solar PPA/lease and loan portfolios through the issuance of asset-backed securities and other structured finance products. Mr. Viscovich also focuses on transactions collateralized by energy efficiency loans, triple-net leases, g ... (view full description)

Chuck Weilamann

Chief Credit Officer

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

Jeff Weiss

Executive Chairman
Distributed Sun

Jeff Weiss co-founded Distributed Sun in 2009 and is Executive Chairman. Distributed Sun, a leading U.S. solar operator, large US Community Solar developer, and has built community, commercial, industrial, and utility scale projects in fifteen states. Jeff leads capital formation, business development and relationships, strategy and governance. An early digital media and commerce entrepreneur, Jeff led companies in renewable energy, cyber and physical security, intelligence and corporate fraud mitigation, mission preparedness and training, software development, and transformational management. Companies include Picture Network International (sold to Kodak in 1997), CDx (Cer ... (view full description)

Diane Westerback

W Associates

Ms. Westerback'sexpertise is in Structured Finance including Credit, Valuation & Workoutsfor RMBS, CBOs/CDOs, ABS and CMBS, as well as Financial Products that automatethe analytics. Diane Westerback currently works as a problem solver in theseareas through her own firm W Associates.Until 2012 she was a Managing Director at Standard & Poor's where sheautomated the quantitative aspects of the rating process for most assets andset up a surveillance review process that satisfied all of the global regulators.Ms. Westerback led a global team of 24 people and influenced a broader group ofregional managers reporting regularly ... (view full description)

Kent Williams

Vice President Asset Management
Vivint Solar

Kent Williams is the Vice President of Asset Management at Vivint Solar, a leading full service residential solar integrator. In this position, Kent is responsible for securing funding for the company from large financiers. Prior to Vivint, Kent was the Executive Vice President and Chief Operating Officer of LeaseDimensions, an industry-leading renewable-energy finance, origination, and servicing business. He worked closely with most of the solar industry’s residential solar finance providers and was instrumental in the development and operation of the company. Prior to LeaseDimensions, Kent was a founding partner and senior executive of Loan Servicing Enterprise (LSE), a joint venture estab ... (view full description)

Raymond Wood

Managing Director-Head of US Power & Renewables
Bank of America Merrill Lynch

 Ray serves as a Managing Director and Head of the Power and Renewables Group at Bank of America Merrill Lynch. He leads coverage teams across a variety of client sectors including regulated utilities, independent power, alternative energy and private equity sponsors. Over Mr. Wood's 20-year career, he has assisted clients on noteworthy strategic transactions and financings, a number of which have been named "Deal of the Year." He has transaction expertise across the spectrum of mergers and acquisitions, initial public offerings, leveraged finance, structured finance, commodities and privatizations. He received an M.B.A. from the Massachusetts Institute of Technology's Sloan School of M ... (view full description)

Tim Woodcock


Scott Zajac

Chief Executive Officer
Rockwood Group

Scott has over 25 years’ experience structuring and issuing high quality private placements (high investment grade with monitored rating). He has been directly involved with the structuring and issuance of over $30 billion in such securities that have been collateralized by mortgages, treasury securities, tax credit streams, renewables, and various forms of credit enhancement. His largest investor class has been insurance companies (P&C and Life) and the vast majority of securities have received the NAIC1 designated.   Rockwood Management Corporation is a solutions oriented issuer focused on meeting the needs of investors with high quality products. For exa ... (view full description)

Ryan Zwilling

Senior Project Manager
DNV GL Energy

Ryan Zwilling is a Senior Project Manager managing a wide range of solar and wind due diligence activities. Mr. Zwilling joined DNV GL in 2006, and has managed more than 40 project reviews for financings totaling over $5 billion (ranging from 20 to 600 MW each) for leading North American renewable energy developers and investors. Mr. Zwilling is actively managing due diligence of several distributed generation (DG) solar portfolios in support of debt, tax equity, and securitization financings. In particular, Mr. Zwilling led the technical due diligence efforts in support of the first three SolarCity securitizations which received investment grade ratings from S&P in 2013-2014, and continues ... (view full description)

Matt de la Houssaye

Director, NY Office
Global Green USA

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Event Contacts for 3rd Annual Sunshine Backed Bonds Conference


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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