The Davies Group at George Smith Partners, led by Principal and Managing Director Malcolm Davies and Senior Vice President Zack Streit, focuses on assisting entrepreneurial sponsors with capitalizing their institutional quality deals. With a track record exceeding $6 billion in closed structured financings (including $1.3 billion in 2019), our team specializes in helping sponsors line up Co-GP equity, joint venture equity and non-recourse construction, bridge and permanent debt financing.& ... (view full description)
The Davies Group at George Smith Partners, led by Principal and Managing Director Malcolm Davies and Senior Vice President Zack Streit, focuses on assisting entrepreneurial sponsors with capitalizing their institutional quality deals. With a track record exceeding $6 billion in closed structured financings (including $1.3 billion in 2019), our team specializes in helping sponsors line up Co-GP equity, joint venture equity and non-recourse construction, bridge and permanent debt financing. We focus on all facets of the hospitality industry (luxury through select service and including large mixed use projects with hospitality components) as well as multifamily and creative office projects. Our core focus is guiding clients through complex projects and providing structured solutions that effectively position their platforms for future growth. Our team of 10 highly skilled and motivated individuals are exclusively devoted to the Group’s deal flow.
The Davies Group has emerged as one the of premier advisors to developers and investors with hospitality projects. Since 2018, our Group has closed or advised on hospitality projects whose total capitalization represents over $2 billion and encompasses over 3,000 hotel keys.
Based in Los Angeles, California, George Smith Partners is a leading national provider of capital market advisory services to the commercial real estate industry. Throughout 28 years in the business, our company has arranged more than $60 billion in financing and arranges approximately $3 billion annually.
Hilco Real Estate is one of the most respected and accomplished authorities on real estate repositioning, restructuring and sales, by helping clients maximize the value of their real estate assets.
Beecher Carlson is a large account proeprty and casualty risk management broker that delivers expertise by industry focus and product specialization. We strive to develop new and better technologies to support your business requirements and drive operational excellence. By leveraging our deep risk management expertise, we are able to help clients manage their business risks, protect and enhance their capital and fulfill their corporate mission. Beecher Carlson is a subsidiary of Brown & Brow ... (view full description)
Beecher Carlson is a large account proeprty and casualty risk management broker that delivers expertise by industry focus and product specialization. We strive to develop new and better technologies to support your business requirements and drive operational excellence. By leveraging our deep risk management expertise, we are able to help clients manage their business risks, protect and enhance their capital and fulfill their corporate mission. Beecher Carlson is a subsidiary of Brown & Brown, Inc. and headquartered in Atlanta, GA. Brown & Brown is headquarter in Daytona Beach, FL and is one of the nation’s leading independent insurance intermediaries with more than 8,000 employees. Brown & Brown is ranked as the sixth largest insurance brokerage in the United States and the seventh largest brokerage worldwide by Business Insurance magazine.
Cole Schotz P.C. provides legal services throughout the United States from its offices in New Jersey, New York, Delaware, Maryland, Texas, and Florida. We represent hundreds of businesses, large and small, and select individuals. Founded in 1928, the firm has grown to over 130 attorneys who provide counsel in a number of primary areas of practice including: Bankruptcy & Corporate Restructuring, Blockchain Technology & Digital Currency, Cannabis, Construction, Corporate, Finance & ... (view full description)
Cole Schotz P.C. provides legal services throughout the United States from its offices in New Jersey, New York, Delaware, Maryland, Texas, and Florida. We represent hundreds of businesses, large and small, and select individuals. Founded in 1928, the firm has grown to over 130 attorneys who provide counsel in a number of primary areas of practice including: Bankruptcy & Corporate Restructuring, Blockchain Technology & Digital Currency, Cannabis, Construction, Corporate, Finance & Business Transactions, Employment, Environmental, Healthcare, Intellectual Property, Litigation, Real Estate and Real Estate Special Opportunities, Restaurant & Hospitality, Sports, Tax, Trusts & Estates and White Collar Defense & Investigations.
EisnerAmper LLP is a leading full-service accounting and advisory firm. EisnerAmper’s Real Estate Services Group provides a wide array of audit, tax and advisory services to the real estate community, including REITs and real estate opportunity funds. Our Hospitality Advisory Services practice works with every segment of the hospitality industry including hotels, conference facilities, vacation facilities, resorts, attractions and mixed-use properties. Beyond traditional services, we provide cos ... (view full description)
EisnerAmper LLP is a leading full-service accounting and advisory firm. EisnerAmper’s Real Estate Services Group provides a wide array of audit, tax and advisory services to the real estate community, including REITs and real estate opportunity funds. Our Hospitality Advisory Services practice works with every segment of the hospitality industry including hotels, conference facilities, vacation facilities, resorts, attractions and mixed-use properties. Beyond traditional services, we provide cost segregation, real estate forensics, transaction consulting, due diligence for acquisitions, analysis of investment opportunities, and operational consulting services, among others.
The firm has a dedicated Real Estate Private Equity practice, supporting real estate private equity and opportunity funds in complex matters, such as navigating operating agreements, waterfall provisions and specific investor-ownership issues. EisnerAmper Real Estate Private Equity specialists have worked in all segments of the industry, including hospitality, commercial, residential, mixed use, industrial and retail properties. They understand the intricacies of these funds and, accordingly, provide specialized services to mitigate challenges and leverage opportunities.
As a leading service provider for financial service companies as well as family offices, EisnerAmper is also uniquely positioned to create synergies that help our real estate clients grow their businesses. For more information, please visit eisneramper.com/RE.
Engineered Tax Services (“ETS”) is the preeminent symbol of excellence in engineered based tax advisory services. ETS is the only nationally licensed engineering firm of choice amongst leading CPA Firms, Fortune 500 Companies and Russell Index 2000 Companies. Our unique business model of engineers working collaboratively with accountants and attorneys impeccably aligns true subject matter experts with proven methodologies that are pragmatic and sustainable on IRS and multi-state examinations. ... (view full description)
Engineered Tax Services (“ETS”) is the preeminent symbol of excellence in engineered based tax advisory services. ETS is the only nationally licensed engineering firm of choice amongst leading CPA Firms, Fortune 500 Companies and Russell Index 2000 Companies.
Our unique business model of engineers working collaboratively with accountants and attorneys impeccably aligns true subject matter experts with proven methodologies that are pragmatic and sustainable on IRS and multi-state examinations.
Our subject matter experts of engineers, accountants and attorneys have exceptional proficiency in the design, implementation and execution of methodologies for engineering based tax advisory services that make us the firm of choice amongst leading CPA Firms nationally and globally.
Hart Advisors, LLC is a real estate advisory company specializing in equity portfolio management, loan modifications/restructures and due diligence. Hart's goal is to understand each client's individual needs and implement uniquely tailored solutions to preserve and add value to our clients' commercial real estate holdings. With more than 25 years of both institutional and private ownership experience, Hart provides effective asset management for owners of commercial real estate por ... (view full description)
Hart Advisors, LLC is a real estate advisory company specializing in equity portfolio management, loan modifications/restructures and due diligence. Hart's goal is to understand each client's individual needs and implement uniquely tailored solutions to preserve and add value to our clients' commercial real estate holdings. With more than 25 years of both institutional and private ownership experience, Hart provides effective asset management for owners of commercial real estate portfolios, including loan servicers, banks, developers, individual owners, real estate funds and family-held partnerships. Hart understands the challenges of any market or economic cycle. Companies benefit from outsourcing their asset management because Hart has a non-bias approach and the ability to leverage national asset experience with a cost structure that can be absorbed by individual assets.
Hotel Rehabs is a turn-key general contractor and design-builder specializing in hotel renovations of all shapes and sizes, including FF&E procurement. We are an enthusiastic group of hotel transformation experts that pride ourselves on our client-focused approach and ability to meet customer project goals. We excel in major branded hotel renovations including Hilton, Marriott, IHG, and Hyatt branded properties. The principals have completed more than 60 hotel construction projects totaling ... (view full description)
Hotel Rehabs is a turn-key general contractor and design-builder specializing in hotel renovations of all shapes and sizes, including FF&E procurement. We are an enthusiastic group of hotel transformation experts that pride ourselves on our client-focused approach and ability to meet customer project goals. We excel in major branded hotel renovations including Hilton, Marriott, IHG, and Hyatt branded properties. The principals have completed more than 60 hotel construction projects totaling more than 6,000 guestrooms throughout the country. We accomplish model room work, pre-construction coordination, PIPs, brand coordination, mold remediation, exterior work, guest room and public space remodels in hotels from New York to San Diego. We pledge to go above and beyond to minimize the pain of construction for our clients.
Over 40 years of experience in the hospitality industry, providing our clients with the highest net operating incomes. As a hotel owner, you need a competitive edge to succeed in today’s market – a result-driven partner that can help your assets stand out from the rest. Over the past 40 years, our innovative techniques have earned us numerous awards and a reputation as a leader in the management, development and repositioning of a diverse range of properties. We focus o ... (view full description)
Over 40 years of experience in the hospitality industry, providing our clients with the highest net operating incomes.
As a hotel owner, you need a competitive edge to succeed in today’s market – a result-driven partner that can help your assets stand out from the rest.
Over the past 40 years, our innovative techniques have earned us numerous awards and a reputation as a leader in the management, development and repositioning of a diverse range of properties. We focus on growing top-line revenues through strategic sales and marketing initiatives, as well as operational cost control and creative food and beverage programs.
In addition to this proven track record of achievement in traditional management and development, we also provide comprehensive receivership services for a wide variety of assets, including hotels, apartments, condominiums, golf courses and marinas. Taking into account all aspects, we are committed to acting quickly and fairly to determine the necessary course of action. Our goal is always to ensure the maximum benefit for all parties involved through outstanding insight and practical solutions.
Through partnerships with some of the industry’s most widely recognized brands – including Marriott, Hilton, IHG, Hyatt, Wyndham, Choice, Carlson Rezidor and Best Western – we have operated over 300 assets in over 21 states.
Unleash your advantage today with Janus Hotels & Resorts!
Marshall Hotels & Resorts offers superior hotel and asset management services to hotel investors nationwide - currently operating 65+ assets and more than 8,000 guest rooms. Offering a full array of services (management, sales & marketing, accounting, revenue management, construction), Marshall's ability to deliver superior results in all market conditions has been time-tested and proven for more than 40 years.
myDigitalOffice (MDO) is a cloud-based information management platform that enables hospitality professionals to access their hotels' data from one place and in real time. Critical hotel performance metrics come from many sources; i.e. PMS, CRS, labor management, payroll, accounting, guest satisfaction, etc. MDO brings this data together, creating a one stop shop reporting hub for your entire portfolio. With myDocs, MDO also digitizes the contract/report management process. Signing off on repo ... (view full description)
myDigitalOffice (MDO) is a cloud-based information management platform that enables hospitality professionals to access their hotels' data from one place and in real time. Critical hotel performance metrics come from many sources; i.e. PMS, CRS, labor management, payroll, accounting, guest satisfaction, etc. MDO brings this data together, creating a one stop shop reporting hub for your entire portfolio.
With myDocs, MDO also digitizes the contract/report management process. Signing off on reports, tracking hotel compliance, and accessing historical files is all done in the cloud. Included within myDocs is MDO's Paperless Night Audit solution. It eliminates paper from a hotel's nightly audit process, supporting sustainability initiatives while benefiting from direct cost savings.
Lastly, as a response to the economic crisis caused by COVID-19, MDO launched a free industry resource, the MAPP report, that leverages forward looking hotel bookings data to enable hoteliers to identify market recovery trends, benchmark their hotel(s') performance against their respective and/or similar markets, and make smarter, data-driven decisions to accelerate their own recovery.
Pyramid Hotel Group is a privately held, Boston-based hotel company with approximately 120 hotels and resorts under hotel management and asset Management, comprising over 26,000 rooms, over 1.6 million square feet of meeting space and approximately 12,000 employees. Hotels are located throughout the US, Europe and the Caribbean. Pyramid Hotel Group, ranked among the largest U.S. hotel management companies by independent sources, provides hotel receivership, management, asset management and ... (view full description)
Pyramid Hotel Group is a privately held, Boston-based hotel company with approximately 120 hotels and resorts under hotel management and asset Management, comprising over 26,000 rooms, over 1.6 million square feet of meeting space and approximately 12,000 employees. Hotels are located throughout the US, Europe and the Caribbean. Pyramid Hotel Group, ranked among the largest U.S. hotel management companies by independent sources, provides hotel receivership, management, asset management and project management services to a broad array of assets ranging from select-service and specialty hotels to world-class properties with more than 800 rooms. Pyramid Hotel Group is a franchisee of all major hotel brand companies and an operator of independent four- and five-star hotels and resorts. Pyramid’s website www.pyramidhotelgroup.com
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent au ... (view full description)
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries. For more information, visit
The hospitality vertical is experiencing a seemingly permanent correction, furloughs are being issued, and despair is all around yet there are tier 1 assets that will re-emerge following recent events. During this time of duress, The Distressed Hospitality Fund now can acquire flagship assets at an advantageous (we’re seeing 20-30% discounts) price point. The Sundry Group is a global diversified firm investing capital on behalf of individuals, pension funds, large institutions, and family offic ... (view full description)
The hospitality vertical is experiencing a seemingly permanent correction, furloughs are being issued, and despair is all around yet there are tier 1 assets that will re-emerge following recent events. During this time of duress, The Distressed Hospitality Fund now can acquire flagship assets at an advantageous (we’re seeing 20-30% discounts) price point.
The Sundry Group is a global diversified firm investing capital on behalf of individuals, pension funds, large institutions, and family offices. Our mission is to create long-term value for our investors through creative deployment strategies. We invest across alternative asset classes in private equity, growth equity, infrastructure, and real estate.
Twain Financial Partners is an investment management firm located in St. Louis, MO with more than $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, and corporations to structure and manage investments that offer both attractive economic return and social benefits.
We believe your organization can perform better tomorrow than it does today. Built from over eight decades of history, Wipfli focuses on helping individuals and businesses streamline processes, improve performance, leverage the right technology, and increase financial success and growth. Wipfli's over 2,000 professionals strive for the highest levels of excellence in industries like agriculture, manufacturing and distribution, health care, construction and real estate, financial institutions ... (view full description)
We believe your organization can perform better tomorrow than it does today. Built from over eight decades of history, Wipfli focuses on helping individuals and businesses streamline processes, improve performance, leverage the right technology, and increase financial success and growth. Wipfli's over 2,000 professionals strive for the highest levels of excellence in industries like agriculture, manufacturing and distribution, health care, construction and real estate, financial institutions, nonprofit, auto dealerships, grant-funded programs, insurance, small and emerging businesses, and government. Our dedication to our clients contributes to our steady growth and status as a leading firm. As we look to the future, our deeply rooted desire to be the firm of choice in the markets we serve will continue to inspire us, give us purpose, and influence the success and satisfaction of our clients. Visit www.wipfli.com/EmailSignup to sign up and receive the latest information affecting your industry as well as industry relevant newsletters such as: - Wipfli Alerts & Updates: Timely tax developments, up-to-date audit and accounting regulatory changes, and other news impacting your business With HQ in Milwaukee, WI, Wipfli serves through locations in Wisconsin, Minnesota, Illinois, Washington, Idaho, Utah, Colorado, Pennsylvania, Virginia, California and 2 offices in India. You can also find us on Facebook and Twitter at: - Twitter: www.twitter.com/Wipfli_LLP - Facebook: www.facebook.com/WipfliLLP Contact and connect with Wipfli today via social, phone, email or mail, we'd love to hear from you!
The REvison Group is your deal source, connecting a diverse investor network with our clients to raise capital, all while ensuring a smooth closing process. Combining a unique skill-set with our broad network of investors, The The REvision Group is a deal source for both sides. We spend time with capital partners in order to understand their criteria while doing proper financial due-diligence on their deal flow.Our team then reviews and screens each deal to connect them with the businesses that ... (view full description)
The REvison Group is your deal source, connecting a diverse investor network with our clients to raise capital, all while ensuring a smooth closing process. Combining a unique skill-set with our broad network of investors, The The REvision Group is a deal source for both sides. We spend time with capital partners in order to understand their criteria while doing proper financial due-diligence on their deal flow.Our team then reviews and screens each deal to connect them with the businesses that currently seeking funding sources for growth, and with real estate developments or investment opportunities.
AAHOA is the largest hotel owners association in the world. The more than 17,700 AAHOA members own almost one in every two hotels in the United States. With billions of dollars in property assets and hundreds of thousands of employees, AAHOA members are core economic contributors in virtually every community. AAHOA is a proud defender of free enterprise and the foremost current-day example of realizing the American dream.
The official organization for the world’s boutique lifestyle leaders promoting connection, education, and advocacy. As a pioneer in forecasting the boutique movement, the BLLA’s network has grown beyond its hotel foundation to welcome more passionate entrepreneurs, businesses and purveyors that amplify the boutique lifestyle. BLLA is a catalyst for trends and the future of boutique. blla.org
California Lodging Industry Association’s commitment is to promote, protect and advance the interests of lodging owners and their management teams statewide. CLIA provides a network of resources to support member efficiency, profitability and professionalism. CLIA brings together all sectors of the lodging industry: operators, vendors, educators and tourism professionals to create a collaborative space for the hospitality community. For more information, visit www.clia.org. ... (view full description)
California Lodging Industry Association’s commitment is to promote, protect and advance the interests of lodging owners and their management teams statewide. CLIA provides a network of resources to support member efficiency, profitability and professionalism. CLIA brings together all sectors of the lodging industry: operators, vendors, educators and tourism professionals to create a collaborative space for the hospitality community. For more information, visit www.clia.org.
SPOT NEW OPPORTUNITIES IN REAL ESTATE FINANCE Every week, Commercial Mortgage Alert delivers hard-to-get, money-making leads to professionals in the global CMBS and REIT-debt markets. Start your FREE trial subscription to see how Commercial Mortgage Alert: * Tips you off to the latest developments in the booming CMBS market. * Covers conduits and other lenders battling for mortgage business. * Identifies REITs preparing to tap the market for unsecured bonds. To start your free-trial subscription ... (view full description)
SPOT NEW OPPORTUNITIES IN REAL ESTATE FINANCE Every week, Commercial Mortgage Alert delivers hard-to-get, money-making leads to professionals in the global CMBS and REIT-debt markets. Start your FREE trial subscription to see how Commercial Mortgage Alert: * Tips you off to the latest developments in the booming CMBS market. * Covers conduits and other lenders battling for mortgage business. * Identifies REITs preparing to tap the market for unsecured bonds. To start your free-trial subscription, call 201-659-1700 or visit www.CMAlert.com.
Get the Early Word on Property Deals and Dealmakers Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700.
Today’s Hotelier, the official monthly magazine of AAHOA, offers a deeper dive into industry news and issues. It explores hospitality’s most critical issues, offers thoughtful examinations of the industry, provides a wealth of practical guidance on everyday life as a hotel owner, and shares timely information on hotel-industry performance, forecasts, and other metrics. Today’s Hotelier is the go-to publication for all hospitality industry professionals.
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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.
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
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: 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.
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.
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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