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 Cleary is a partner in the Banking and Finance Group of the London office of Clifford Chance specialising in structured finance and bank capital management. He has a particular focus on synthetic securitization and other credit risk mitigation and risk transfer transactions, and regularly acts for many of the active originator banks across Europe, North America and Asia. Timothy also has extensive experience with the various regulatory and structuring considerations relevant in such transactions.   Timothy also has broad experience in all aspects of OTC derivatives, in particular in connection with asset-backed securitization, whole business securitization, project and as ... (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

As Managing Director of the Structured Finance Division of IMN, Jade is responsible for overseeing the strategic aspects of the structured finance event portfolio. Jade joined the company in 2003 prior to Euromoney Institutional Investor's acquisition of IMN in 2005 as a conference producer. Since that time, she has launched numerous new programs in developing asset classes and jurisdictions such as solar asset backed securities and Greek NPLs. In addition to new business development, her responsibilities include oversight of a team of conference producers and investor relations personnel who manage the existing event portfolio of 17 events per year. Jade personally manages and p ... (view full description)

Biagio Giacalone

Head of Department - Active Credit Portfolio Steering
Intesa Sanpaolo

In over 25 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 Head of Active Credit Portfolio Steering Head Office Department at Intesa Sanpaolo, reporting directly to the Group CFO. In this function he is responsible, at Group level, for credit portfolio management, credit strategies and NPL Plan a ... (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 structured finance, securitisation, derivatives, real estate finance and bank regulation.  His clients include credit institutions, corporate, supra-national organisations and sponsors.He is a solicitor, Avocat la Cour, attorney in the State of New York and admitted in Ireland.  Since 2010 he has been advising on issues relating to Euro are sovereign debt.  Recent transactions include advising on publicly listed RMBS and auto ABS, re-packaging transactions, securitisation and synthetic securitisation of SME portfolios, pan-European trade receivables transactions and the establishment and financing of deb ... (view full description)

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

Head of Financial Institutions 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 on a wide variety of structured finance transactions, in particular regulatory capital-driven synthetic securitisations across Europe, Asia and North America, advising both protection buyers and sellers, across a range of different asset classes (including SME, project finance and corporate loans and CRE assets), establishing funding platforms, advising on total return swaps, bespoke credit and other fixed income products, repackaging and structured note programmes, and other innovative structured transactions. 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, where she specializes in securitized products and regulatory-capital driven transactions. Through this strategy, Mariner has invested in transactions totaling more than $10 billion in notional risk transfer, with credits located in over 50 countries and exposure to multiple sectors including infrastructure, commercial real estate, equipment finance, and project finance. Ms. Whitehouse is primarily focused on deal structuring and origination, as well as overseeing the due diligence process. 
 

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.
Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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