Kaelyn Abrell

Partner, Portfolio Manager
ArrowMark

Kaelyn is a Partner and Portfolio Manager for ArrowMark Partners. A core member of the ArrowMark team since the firm’s inception, Kaelyn leads ArrowMark’s fixed income efforts in securitized products and has spearheaded the regulatory capital relief strategy since 2010. Kaelyn was also the lead analyst for the firm’s participation in the Term Asset-Backed Securities Loan Facility (“TALF”) program. Prior to joining ArrowMark Partners in 2008, she was an analyst at Janus Capital Group where her areas of focus included residential and commercial mortgage-backed securities, asset-backed securities, and interest rates (2004-2008). Previously, Kaelyn worked at Great-West Life where she was Assista ... (view full description)

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)

Frank Benhamou

Managing Director
Barclays

Frank Benhamou is a Managing Director in the FiRM Credit Structuring team at Barclays International and joined in 2006. He oversees the origination, structuring and execution of a variety of transactions ranging from risk transfer solutions to portfolio co-investment, balancesheet securitisation and structured secured funding. Prior to joining Barclays International, Mr Benhamou worked for a year in the Equity Derivatives Trading team in Calyon Paris. Mr Benhamou holds a Master Degree from Ecole Centrale which comprises a year of specialisation in Applied Mathematics to Finance and Entrepreneurship. He also holds a postgraduate degree from La Sorbonne University in Financial and Economical M ... (view full description)

Jeremy Bradley

Managing Director, SPG
Lloyds Bank

Jeremy Bradley Heads the Financial Institutions Securitisation team for Lloyds. The team provides RMBS & ABS capital markets distribution, balance sheet financing, and risk transfer and capital solutions for clients including banks and insurance companies.

Mascha Canio

Head of Credit & Insurance Linked Investments
PGGM

Mascha Canio has been with PGGM since January 2006 and is currently the Head of Credit & Insurance Linked Investments. For more than 24 years she has been responsible for portfolio management with in-depth experience in credit, fixed income, private equity, infrastructure and insurance. Mascha is a specialist in corporate credit, emerging markets and securitisations. Her previous roles include portfolio manager at Shell Pension Fund and head of Octagon Credit Investors’ London office.
 

Timothy Cleary

Partner
Clifford Chance

Timothy is a Partner in the Structured Finance and Derivatives practice, focussing on a broad range of derivatives and structured finance products, including cash and synthetic securitisation, whole business securitisation, interest rate and currency swaps and options, credit default swaps, total return swaps, stocklending and repurchase transactions. In particular, Timothy regularly acts for many of the active originator banks in the synthetic securitisation space, and has extensive experience with the various regulatory and structuring considerations relevant in such transactions. Timothy also has extensive experience with the full range of ISDA documentation and is heavily involved in var ... (view full description)

Andy Davidson

President
Andrew Davidson & Co., Inc.

Andrew Davidson is a financial innovator and leader in the development of financial research and analytics. He has worked extensively on mortgage-backed securities product development, valuation and hedging. He is president of Andrew Davidson & Co., Inc., a New York firm specializing in the application of analytical tools to investment management, which he founded in 1992. Andrew was instrumental in the creation of the Freddie Mac and Fannie Mae risk-sharing transactions: STACR and CAS. These transactions allow Freddie Mac and Fannie Mae to attract private capital to bear credit risk, even as they remain in government conservatorship. Andrew is also active in other dimens ... (view full description)

Laurel Davis

Vice President for Credit Risk Transfer
Fannie Mae

Laurel Davis is Fannie Mae’s Vice President for Credit Risk Transfer, where she is responsible for developing and executing strategies to transfer credit risk associated with Fannie Mae’s single-family guaranty business to the capital markets and private investors. This includes managing Fannie Mae’s flagship Connecticut Avenue Securities (CAS) program.  Prior to joining Fannie Mae, Davis served in a variety of securitization, trading and capital markets roles at Merrill Lynch and First Republic Bank.  Davis holds a bachelor of arts from the University of North Carolina at Chapel Hill and a master of business administration in finance from the University of Maryland.   Education: ... (view full description)

Jade Friedensohn

Managing Director
IMN

Conference Producer for the Structured Finance Division of IMN.

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)

Giovanni Iaquinta

Head of Group Balance Sheet Management
UniCredit S.p.A.

Giovanni joined UniCredit in January 2003 and he is currently Head of Group Balance Sheet Management within the CFO division.   He started his career in Market Risk Management field moving to Finance in 2007 where he contributed to the start-up of the team responsible for structuring and execution of credit related transactions both for hedging and investment purposes.   In January 2012 Giovanni moved to Austria as responsible for Credit Treasury unit in Bank Austria AG where he focused on transactions on performing and non-performing exposures originated in Austria and in CEE countries as well as on loans credit pricing. He moved back to UniCredit headquarter in Mila ... (view full description)

Kaikobad Kakalia

Chief Investment Officer
Chorus Capital Management Ltd

Kaikobad Kakalia is the Chief Investment Officer of Chorus Capital.  Chorus Capital is a specialist asset manager investing in performing loan portfolios through risk sharing transactions with financial institutions operating in Europe.  Kaikobad joined Chorus Capital at the beginning of 2014, from the Royal Bank of Scotland Plc where most recently he worked as a Managing Director in the Financial Institutions Group. Prior to that, from 2006 to 2012, Kaikobad ran a structured finance team within Treasury, which originated, structured and executed more than 20 risk transfer transactions on behalf of ABN AMRO and RBS. Kaikobad has over 25 years of financial markets experience, ... (view full description)

Som-lok Leung

Executive Director
International Association of Credit Portfolio Managers

Som-lok Leung is the Executive Director of the International Association of Credit Portfolio Managers (IACPM).  The IACPM is a non-profit industry association dedicated to advancing the practice of credit portfolio management through advocacy, research, education, communication and promotion of sound practice. Its membership now comprises over 100 financial institutions around the globe.    In his role, Som-lok oversees all aspects of the association, and reports to the IACPM Board of Directors. Previously, Som-lok was a Senior Director in the KMV (now Moody’s Analytics) Client Solutions group, working with a wide range of banks, insurance companies, and asset ma ... (view full description)

Jonathan Lewis

Partner
Clifford Chance

Jonathan Lewis is a partner in Clifford Chance since 1999. He specialises in international securitisation, structured finance and derivatives. He is a solicitor, Avocat la Cour and attorney in the State of New York.

His recent transactions include advising Crdit Foncier as lead arranger of CFHL-2014-1, which re-launched the French RMBS market in Spring 2014.

Jessica Littlewood

Partner
Clifford Chance

Jessica is a partner in the structured finance and derivatives practice of global law firm, Clifford Chance LLP.  She is recognised as a market leader in synthetic securitisations, risk transfer transactions and other regulatory capital driven structures, having acted for numerous banks and financial investors on such transactions over the past two decades.   Jessica has also been working with AFME and PCS in connection with the current reforms to the EU securitisation regulations as they affect synthetic securitisation, and has participated in discussions with regulators and policymakers on these proposals.  She currently ... (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)

Alan McNamara

Head of Capital Structuring
Bank of Ireland

Alan has been with Bank of Ireland Group for almost 15 years, the earlier part of which was spent in a corporate tax role.  Alan moved to his current role over four years ago where he is responsible for the Group Treasury teams engagement with the markets across synthetic securitisation, subordinated capital issuance and related capital initiatives. In his current role, Alan has executed a number of subordinated capital issuances, a financial reassurance transaction in respect of the Bank of Ireland Group’s life assurance subsidiary and, in December 2016, Alan led Bank of Ireland’s inaugural synthetic securitisation of SME and Corporate loans “Grattan Securities”.  Most recently, ... (view full description)

Christian Moor

Policy Expert, Securitisation & Covered Bonds & Market Risk
European Banking Authority

Christian joined the European Banking Authority (EBA) in November 2010 and is responsible for regulation and policy issues on securitisation and covered bonds. While at the EBA, he has been the main architect of the STS securitisation framework and has been one of the driving forces in the implementation of the STS framework into global standards and European regulation. He has also developed a proposal for an EU wide harmonised legal framework for covered bonds and created the best practice principles for European covered bonds legal frameworks.   Prior to this position, Christian worked at De Nederlandsche Bank (DNB) as a banking supervisor and was responsible for prudential su ... (view full description)

Salvatore Nuccio

Institutional Sales, Head of Solutions
Banca IMI

Salvatore is the head of global markets solutions within the institutional sales group at Banca IMI. He is responsible for tailor made solutions for institutional customers, from capital relief and general risk reduction transactions to structured finance, asset based finance, structured derivatives, credit risk synthetic transfer transactions and deleverage of NPL, distressed loans and illiquid assets.

Salvatore graduated magna cum laude in business administration from the L. Bocconi University in Milan.
 

Gareth Old

Partner
Clifford Chance

Gareth Old is a partner in the Structured Capital Markets group of Clifford Chance's New York office. He is admitted to practice in both New York and England & Wales and has more than ten years' experience in securitization, derivatives and covered bonds. Prior to moving to New York in 2004, he worked in Clifford Chance's offices in London, Frankfurt and Hong Kong. He currently represents issuers and dealers in covered bond offerings in North America.

Syril Pathmanathan

Regulatory Capital Optimisation Strategies
The D.E. Shaw Group

Syril Pathmanathan is a vice president of D. E. Shaw & Co. (London), LLP, and a member of the D. E. Shaw group’s Corporate Credit investment unit. Operating out of the firm’s London office, Mr. Pathmanathan leads the firm's investments in the Regulatory Capital Optimisation Strategy. Prior to joining the D. E. Shaw group, Mr. Pathmanathan worked at Credit Suisse (CS) as head of Risk and Capital solutions structuring, investing and arranging multiple transactions for CS and third party banks from 2006 to 2016. Mr. Pathmanathan started his career in 1999 at Oliver Wyman and Company, where he specialised in building internal rating models and credit portfolio models for banks, and implement ... (view full description)

Michael Reynolds

Vice President, Credit Risk Transfer
Freddie Mac

Mike is the co-lead of Freddie Mac’s Single-Family Credit Risk Transfer (CRT) program. CRT includes the STACR family of credit securities, a multi-billion dollar securitization program that transfers mortgage credit risk to private investors. Mike has over 20 years of GSE experience and joined Freddie Mac in 2012.  Previously, Mike was Vice President of strategic initiatives at Fannie Mae where he developed a servicer advance funding facility. Mike also worked on and integration of Automated Underwriting into lender Loan Origination Systems. Mike has a Master of Science degree in Finance from George Washington University and a Bachelor of Science degree in Business Administration from Northe ... (view full description)

Massimiliano Rimarchi

Policy Expert - Regulation
European Banking Authority

Massimiliano Rimarchi is policy expert within the credit market and operational risk unit, regulation department, of the European Banking Authority (EBA), where he mainly works on issues related to covered bonds and securitisation. Before joining that unit, Massimiliano worked in the impact assessment team of the EBA where he carried out impact assessment analysis of several technical standards and guidelines, including the EMIR related standards on central counterparties and OTC derivatives. Before joining the EBA, Massimiliano was senior associate in the UK Financial Services Authority, where he mainly worked on the mortgage market review. Massimiliano is an Italian citizen and holds a Phd ... (view full description)

Andrew Rippert

Chief Executive Officer, Global Mortgage Group
Arch Capital Group Ltd.

Andrew Rippert has been Chief Executive Officer of the Global Mortgage Group at Arch Capital Group Ltd. (ACGL) since January 2014 and served as ACGL’s Chief Executive Officer of Global Mortgage Insurance and Reinsurance from 2010. In 2016, Andrew led the acquisition of United Guaranty (UGC) from AIG, which included UGC’s US and Asian mortgage insurance operations. The Global Mortgage Group at Arch includes a network of operations that provide mortgage insurance and reinsurance on a global basis. Mortgage insurance companies under AGCL include Arch Mortgage Insurance – US, Arch Mortgage Insurance – Europe, Arch Mortgage Insurance – Australia and Arch Mortgage Insurance — Asia. The ... (view full description)

Pablo Sanchez

Structured Finance Manager
European Investment Fund

Pablo Sanchez is a Structured Finance Manager at EIF with direct responsibility on the ABS investment operations in Iberia. Before joining the EIF, Pablo worked for Banco Santander having structured credit sales and structuring responsibilities within the Treasury and Capital Markets division.  He worked in innovative funding and regulatory transactions for institutional clients all across Europe. Before joining Banco Santander, Pablo had various responsibilities in Banco Español de Crédito in the Treasury and Capital Markets area as well as in the Credit Portfolio Management team. While in Spain, Pablo was a frequent lecturer in various business schools. ... (view full description)

Kerstin Schaepersmann

Counsel
Clifford Chance

Kerstin is a counsel in the structured finance and regulatory practice in the Frankfurt office of Clifford Chance. She specialises in German and European banking and capital markets laws, with a particular emphasis on banking regulatory law, derivatives and structured finance transactions. She regularly advises banks and investors on synthetic securitisation and other risk transfer transactions as well as other regulatory capital driven structures since joining the firm in 2003.
 

Himesh Shah

Portfolio Manager
Christofferson, Robb & Co

Himesh Shah is a Managing Director and Portfolio Manager of Christofferson, Robb & Company (UK) LLP (“CRC”).  CRC is a private money management firm that invests in the global credit markets and specialises in bi-lateral transactions that help banks to reduce their regulatory capital requirements and manage their balance sheets.  He joined CRC in 2009 from Credit Suisse where he spent eight years as a Director responsible for originating and structuring securitisations to help European banks release regulatory and economic capital. Prior to Credit Suisse, he was with the European securitization teams at BNP Paribas and ING Barings. He also spent eight years as an actuarial consultant in ... (view full description)

Carlos Silva

Head of EU Structured Credit
DBRS Ratings Limited

Carlos Silva heads the European Structured Credit team at DBRS in London. The team is responsible for rating SME CLO transactions, synthetic structures, CLO warehouse, direct lending and other structured credit products across Europe. Carlos is also responsible for maintaining and developing the SME CLO methodology and he also contributes to the development of methodologies, research and models used in the rating process. Prior to joining DBRS, Carlos worked in the Structured Credit team at Fitch Ratings between 2006 and 2011 covering a wide spectrum of structured credit products including leveraged loan CLOs, SME CLOs, synthetics and multi-issuer covered bonds. Carlos holds an M ... (view full description)

Corinne Smith

Editorial Director
Structured Credit Investor

Corinne has been a financial journalist since 1999, specialising in structured finance and derivatives. She joined SCI as Editor in September 2007 and was appointed Editorial Director in January 2014. Prior to SCI, Corinne was Editor of Thomson Financial’s International Securitisation Report, which she began working for in 2003.
 

Gina Subramonian Healy

Vice President, Credit Risk Transfer
Freddie Mac

Gina Subramonian Healy is the Vice President of Credit Risk Transfer.   In this role, Healy is responsible for overseeing all insurance risk transfer functions to transfer portion of single family credit risk in residential mortgage market including reinsurance (ACIS), mortgage insurance portfolio management and developing risk transfer strategies to support various forms of credit enhancement.     Prior to joining Freddie Mac, Healy was appointed as Chief Financial Officer of NASDAQ Europe (serving as an officer of parent NASDAQ Stock Market) where she was responsible for capital raising, strategic initiatives to expand globally, executing mergers & acquisitions, and managin ... (view full description)

David Wainer

Partner
Allen & Overy LLP

David has considerable experience advising dealers on a wide variety of derivatives and structured finance transactions, in particular credit and other fixed income products; repackagings; structured notes and innovative bespoke transactions. David has also been involved in many high-profile industry initiatives. Now based in the international capital markets department in London, having spent the last 15 years practising in New York and Asia, he is qualified in both England and New York.

 

Andrew Weber

Partner
Orchard Global Asset Management

Andrew A. Weber, CFA, Orchard Global Asset Management LLP, Principal, Head of Structuring Mr. Weber joined OGAM in its London office in 2012 as a principal and Head of Structuring. His primary responsibilities are transaction origination and structuring, and oversight of the firm’s European operations. Prior to joining OGAM, Mr. Weber had his own consulting business between 2011 and 2012, advising the Administrators of MF Global UK Limited (in special administration) and certain creditors of Lehman Brothers Finance S.A. From 2008 to 2011, Mr. Weber headed the European Capital Markets and Derivatives unwind team for Lehman Brothers Holdings Inc. Prior to that, he was a Managing Director at Le ... (view full description)

Molly Whitehouse

Director
Mariner Investment Group

Molly Whitehouse is a Director at Mariner Investment Group, working with banks to invest in risk transfer solutions for balance sheet assets in infrastructure, equipment, and project finance. Through this strategy, Mariner has invested in transactions totaling more than $8 billion in notional risk transfer, with credits located in over 40 countries and exposure to multiple sectors including renewable energy, healthcare, transport, industrial, materials, telecom, and utilities. Ms. Whitehouse is primarily focused on deal structuring and origination, as well as management of the due diligence process.  Ms. Whitehouse earned her BA in Political Science with Honors from Y ... (view full description)

Oliver Wicker

Partner
Slaughter and May

Oliver has been at Slaughter and May since 2006. He has developed a leading bank and borrower finance practice. He advises on a wide range of financing transactions, including securitisation, structured finance, acquisition/leveraged finance, derivatives and debt capital markets matters. He also regularly acts for purchasers and sellers of loan portfolios and associated businesses.
 
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*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

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

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

PRIVACY STATEMENT

Our Privacy Commitments

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

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

Information about us

Our principal business activities are:

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

Euromoney Institutional Investor plc Company Address:

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

Institutional Investor, Inc. Company Address:

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

Name of the Data Controller

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

Collection of Personal Data

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

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

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

Types of Personal Data Held and its Use

  1. Customer Services and Administration

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

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

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

  1. Monitoring use of our Sites

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

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

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

  1. Marketing:

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

  1. Trading in Personal Data:

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

  1. Cookies and similar technologies

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

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

We may use cookies to:

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

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

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

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

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

Consents and opt-outs

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

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

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

Disclosures

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

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

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

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

Public forums, message boards and blogs

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

Transfers outside the EEA

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

Confidentiality and Security of Your Personal Data

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

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

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

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

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

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

How to Access, Update and Erase your Personal Information

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

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

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

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

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

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

This Privacy Statement was last updated in April 2012.

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