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Mike Ballard

Partner
Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

Michael Barna

Senior Financial Analyst
DeBartolo Development

As the Senior Financial Analyst for DeBartolo Development, Michael specializes in DeBartolo’s data analytics, multifamily asset management, and hospitality investments platform. Michael spends the majority of his time asset managing nearly 2,000 units/keys across seven assets located throughout the country as well as continuously reviewing and underwriting retail, multifamily, and hospitality assets nationwide. While he is responsible for researching, reviewing, and coordinating underwriting materials for a broad range of project types, he has built relationships across the U.S. and can quickly gain knowledge and insight to many markets. During his tenure at DeBartolo Devel ... (view full description)

Demetrios Barnes

Chief Operating Officer
SmartRent

Demetrios Barnes is the Co-Founder and Chief Operating Officer of SmartRent, where he leads the support, marketing, field operations, and account services teams. With over a decade of experience in property management operations, he is passionate about helping owners and operators understand the innovations technology can produce, while forging strong interpersonal relationships and thought leadership.Prior to co-founding SmartRent, he was Vice President of Technology for Colony Starwood Homes, Previously, Mr. Barnes was Director of Property Managem ... (view full description)

Kelly Blaskowsky

COO
Capstone Real Estate Services, Inc.

Kelly Blaskowsky serves as the Chief Operating Officer for Capstone.  Kelly has worked in multifamily property management for over 20 years on a variety of asset types including but not limited to Class A new development, value add, tax credit, and bond financing.  Her diverse experience allows for a strategic approach to overall performance to serve each client’s specific needs. Kelly has a long history of volunteer work of which allowed her to serve and promote not only continuing education but participate in discussions about the future of the Real Estate Industry.  Kelly is a Certified Property Manager through the Institute o ... (view full description)

William Boukalik

Managing Director – Asset Management
Canyon Partners Real Estate

William Boukalik, Managing Director, is responsible for the asset management of a portfolio of properties across all property types with a concentration in the Southeast and Texas. His responsibilities include loan servicing, working with joint venture partners on development/redevelopment projects, leasing, sales, management, and dispositions. Prior to joining Canyon in 2011, Mr. Boukalik was a Vice President at The Connor Group, an owner and manager of multi-family properties, where he was responsible for debt execution, acquisition, and disposition activities of the firm. Prior to The Connor Group, Mr. Boukalik held leadership roles in both Funds Management a ... (view full description)

Lee Bradford

Vice President of Operations & Training
LMC Living, a Lennar Company

As VP of Operations and Training for LMC Living, a Lennar company, Lee Bradford is responsible for the design and delivery of software and training solutions. She has driven the adoption of technology by designing systems aligned with business processes and associate and customer needs. Lee has leveraged her background in system implementation and associate education to create a comprehensive blended learning platform on a range of topics including sales, customer satisfaction and software systems.
 

Michael Branam

Director of Sales - Multifamily
PointCentral

With nearly 20 years of experience in real estate technology, Mike has been a part of several successful tech start ups that have served the multifamily industry. Mike has spoken and been on panels at NARPM and NAR conferences for the single family home space, and has also served on speaking panels at multifamily events that include NMHC, NAA, AIM and IMN.   He worked with several former Google Executives to help launch rentbits which landed on the Inc 500 list of "America's Fastest Growing" private companies in 2008, and helped launch another startup, Remotely, which earned "Product of the Year" at the 2015 AIM Multifamily Conference. ... (view full description)

Jonathan Brundige

Chief of Portfolio Management
Waypoint Residential, LLC

Jonathan Brundige is Chief of Portfolio Management for Waypoint and responsible for overseeing investment strategy execution across the company’s portfolio. Mr. Brundige has more than 19 years of real estate experience. Prior to joining Waypoint, he was Chief Operating Officer at Candlebrook Properties, a real estate firm concentrated on repositioning multifamily and student housing investments. Previously, Mr. Brundige was an Executive Director at J.P. Morgan Asset Management where he managed fund structuring and operations for the Junius Real Estate Partners platform and Director of Asset Management for Silverstein Properties, Inc. where he lead all asset management functions. Mr. Brundige ... (view full description)

Carlos Burneo

Senior Director
Nuveen

Over 20 years of experience in real estate development, investment and asset management in the US and Latin America. I currently work as the Housing sector lead at Nuveen for co-living and flex term rental strategies which includes evaluating prop-tech strategies in the housing industry with innovative operators as well as new investments in op-co and prop-co companies. Lead for acquisitions and asset management for Nuveen's housing investments in Florida. Our portfolio includes approximately 31 properties - 9,700 units of student, conventional and income restricted apartments. Currently evaluating value-add, core plus and core apartment acquisitions in Fl ... (view full description)

Cyrus Claffey

Founder
ButterflyMX

 Cyrus Claffey, CEO and co-founder of ButterflyMX, started his career in banking. He quickly became interested in property technology, so he formed a 'geek-squad' for the real estate industry. This morphed into a technology strategy company for new developments, and it was from that perch, came the vision for ButterflyMX.  ButterrflyMX is the first smart intercom platform designed specifically for the multi-tenant real estate industry. Through the use of video calling, virtual keys, and delivery PINs, it creates a frictionless building entry experience for visitors, couriers and tenants alike. Today, ButterflyMX is installed in more than 2000 buildings, providing access to more than 250,000 ... (view full description)

Hugh Cobb

Principal
Alpha Barnes Real Estate Services

Hugh A. Cobb is a Partner and owners of Alpha Barnes Real Estate Services, LLC in Dallas, Texas.  He leads property management operations and corporate strategy for the firm.  Alpha Barnes Real Estate Services, LLC manages over 30,000 units of affordable and conventional housing and is recognized as an industry leader in property management and tax credit compliance.     Hugh earned a Bachelor’s of Business Administration (Dean’s List) from Texas Wesleyan University. Hugh was appointed by President Reagan, to serve as Congressional Liaison for The White House.  Mr. Cobb has over 30 years of real estate experience including management, brokerage, new construction, ... (view full description)

Jason Danley

COO
Peak Capital Partners

Jason Danley a Partner & COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated over 200 multi-family apartment communities across 25 states, representing apartment homes for over 33,000 American families. Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states. Jason was active in the acquisition, operation, and development of various commercial real estate projects ... (view full description)

Colin DePree

Residential Business Leader
Salto Systems

Colin DePree, Residential Business Leader, is tasked with guiding Salto’s strategy and growth in the smart home and property tech space. Colin brings over ten years of industry experience and a multitude of operational responsibilities including sales leadership, customer experience and software support. He carries a Bachelor of Arts in Economics from Albion College and a Master of Science in Management Information Systems from Florida State University.
 

Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

Brett Duke joined Atlantic | Pacific Real Estate Group in 2012 and has nearly 20 years of real estate experience in acquisitions, asset management, development, and investment sales. Mr. Duke oversees A|P’s Investment Management platform where he is responsible for its market-rate portfolio’s performance, construction/renovation programs, and investor relations.  Mr. Duke is a graduate of the University of Georgia with a B.B.A. in finance.
 

Steve Firestone

CEO
Crown Bay Group LLC

I lead the company's investment and asset management team. Crown Bay Group’s main focus is on multifamily and select office properties. I am responsible for overseeing all aspects of the company's property acquisitions and dispositions process from deal origination/sourcing through underwriting and analysis, contract negotiations, due diligence, project financing, asset management and dispositions.   I am a veteran of the Real Estate industry. I became involved in real estate in 1997 and have since been directly involved in many aspects of the industry from acquisitions of multifamily and commercial properties, to management, leasing, and development.   “We will be lo ... (view full description)

Justin Ford

President
Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,000 units throughout Florida. Perhaps the company's signal achievements has been that, through the boom and bust, the company has never been late on a mortgage payment or lost an investor a dollar. Mr. Ford attributes that success to an core principles that make them patient buyers, prudent users of debt, and diligent operators, This approach has helped them recover from mistakes, weather down markets, and consistently take advantage of opportunities for long-term growth. This unique track record has helped Pax develop a loyal following of hun ... (view full description)

Marshall Friday

Director of Sales
ADT Multifamily

Marshall has been with ADT since 2005. He has held roles in residential sales, sales management, training and leadership development, and multifamily. His knowledge of technology in the single family home and multifamily space go back to the introduction of apps controlling and managing resident experiences. Marshall got his Bachelors in Business Administration from the University of the Incarnate Word in 2007. ADT Multifamily brings smart home technology like locks, thermostats, leak detectors, and security to property managers and owners. Our solutions also extend outside the unit to include access control, CCTV, and commercial fire. We are fully integrated with the top propert ... (view full description)

Josh Friedman

Vice President Finance
DB Capital Management

Jamin Harkness

Executive Vice President/Partner
The Management Group

Kimra Holcomb

Co-Founder / CEO
Vicinia Real Estate, LLC

Kimra Holcomb, Co-Founder and CEO of Vicinia Asset Management and Vicinia Property Management is a proven team leader with extraordinary leadership skills. Her responsibilities include providing operational expertise for all aspects of property management functions, asset management excellence, and the continual expansion of our third-party fee management business. A certified real estate manager, Kimra has over 40 years of operational experience in multifamily real estate including conventional multifamily, affordable, student and university housing, as well as senior assisted living and commercial mixed use, office, and r ... (view full description)

Steven Kollar

Managing Principal
Cash Flow Properties

Steven Kollar purchased his first house at the age of 15 and continues to buy, sell and renovate single and multi family homes today. He still owns that house today. His team has renovated and sold 1486 single family homes excluding packages one by one during this time and countless multifamily complexes. He not only talks the talk he walks the talk, as he maintains a full-time career of purchasing and solving complex real state problems around the country. Over the past 30 years he has learned a lot from the school of hard knocks of life first hand. Steven is a sought-after speaker in solving complex problems in real estate, with his experience and his thinking outside th ... (view full description)

Eric Krauss

Director, Sales & Partnerships
Rhino

Eric came to Rhino after previously working at Yardi. In his 2 years with Rhino he's overseen partnerships grow from 250k to 1M units offering Rhino. 

DD Lee

Owner
Skyline Properties Group, Inc.

DD Lee,  RMP® is the owner and broker of Skyline Properties Group, Inc, a full service real estate brokerage firm that specializes in residential and commercial property management and community association management with offices in Woodstock, Acworth, and Fayetteville. DD has been in the property management business for 14 years. She is the current President Elect of the Atlanta NARPM Chapter. She lives in Roswell with her husband and 3 children and actively volunteers with Rotary International as an Assistant Governor in Cherokee County. 
 
 

Art Lieb

Managing Partner
Provence Real Estate, LLC

Art Lieb came to work at Provence Real Estate in 2010 as the Director of Operations. In 2013, he was promoted to Managing Partner.  In this capacity, Art oversees the entire property management operations including leasing, marketing, maintenance, financial performance, reporting, human resources, IT, and investor relations. Provence Real Estate was formed in 2009 as a true third-party multifamily property management firm. Starting out with four properties, we have experienced explosive growth over the past few years. Today, we manage 30 properties in 10 states, totaling over 7,500 units.  Our clients know that we provide a unique service platform: TRUE third-party apartment prop ... (view full description)

Antonio Marquez

CEO
Comunidad Partners

Lisa Mason

Director Asset Management
Baldwin & Sons, LLC

Joe McDiffitt

Director of Property Management
Coastal Ridge Real Estate

Adam Meshekow

Chief Growth Officer
Leap

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and implementing m ... (view full description)

Maureen Miles

Managing Partner
4M Capital REI

Maureen Miles is well known as being a leading real estate expert, speaker, and entrepreneur. She brings over 25 years of real estate experience to the firm she founded and is the acting managing partner of, 4M Capital, a fast growing multifamily, private equity investment firm.  She is also a managing partner with Tudor McLeod Asset Management.  In the last 5 years, under 4M Capital and TMAM, she has raised over 45M in private equity and has purchased over 2000 multifamily units.  Maureen is also the founder/owner of an Atlanta based property management company, and founder/owner of a southeast based construction company.  Her diverse background includes being a licensed Realtor, ... (view full description)

Noah Molnar

Managing Director
POPIC, LLC

Noah Molnar is the Managing Director, a Partner, and one of the Co-Founders of Property Owners Protection Insurance Company, LLC (POPIC).  Noah has been in the alternative risk management space since 2013. Since 2013, he has specialized in the formation and management of captive insurance companies for privately held middle market companies with a heavy emphasis on real estate. Since entering the alternative risk management space, Noah has been involved in the structuring, formation, and management of over 50 captive insurance companies.In 2015, Noah, alongside his partners, founded POPIC. Noah has been i ... (view full description)

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Jasmine joined Urban Green in early 2013 after attending the University of California at Davis where she got a MS in Soils and Biogeochemistry. Her focus evolved from operational work. She now specializes in Investor Relations and supports Urban Green during the acquisitions process. She is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate.

Kim Peavy

Vice President, Specialty Assets
Pegasus Residential

David Perez

COO
Carroll Organization

David Perez serves as Chief Operating Officer of Carroll Organization. David believes that people are one of Carroll Organization’s greatest assets and looks to constantly challenge the organization in its path to be the best for its partners, investors and residents. As part of his duties, he oversees the operational, managerial and support positions for the Company and ensures the effective placement and management of process, technology and data empowering the organization to achieve its business objectives and strategies. He oversees the day to day operations, managing people, mitigating risk and enabling information technology ensuring the Company seeks insights and maintains high stand ... (view full description)

Tyler Perlmutter

COO
Pinecrest

Lani Porter

EVP and Managing Director
CALCAP Properties

Lani has been a Senior Executive for 30 years, specializing in building operations and technology platforms from the ground up. Prior to CALCAP she served as Senior Vice President of Operations for American Residential Properties (NYSE:ARPI). There she built the operations and proprietary technology that enabled the company to grow their portfolio of assets to 1.7B and successfully IPO within the first 12 months of operations. Ms. Porter was a founding executive of GetSmart.com, serving as Senior Vice President of Operations where she helped create the first online marketplace for consumer lending. GetSmart.com was ultimately acquired by Barry Diller’s Interacti ... (view full description)

Mike Rovito

CEO
Dwelo

Mike is the CEO at Dwelo (dwell-oh). Dwelo provides smart apartments to the owners and managers of multifamily communities. Prior to Dwelo, Mike led an internet of things startup for measuring and verifying energy savings in buildings. Mike also worked as a consultant at ERS, where he helped commercial real estate owners invest in energy efficiency.
 

Andre Sanchez

COO
Rently

Andre Jordan Sanchez is the Chief Operating Officer at Rently, the self-guided tour platform used by over 3000 single family and multifamily operators nationwide.

Andre held previous roles in cancer research and worked at Apple in B2C and B2B sales. Andre has a BS in Pharmacology from UCSB, an MBA from UMass Boston and Executive Education in Operations from MIT.

Miguel Sandoval

Asset Management
Dayrise Residential

Mr. Sandoval joined DayRise Residential in 2017 as an Assistant Asset Manager. Mr. Sandoval supports all areas of asset management and is responsible for the performance of the interior upgrades program. He has 3+ year experience in multifamily asset management and helps oversee the ownership and management of $1.6 billion in real estate investments. Previously, Mr. Sandoval worked as a Relationship Manager for 8 years at Standard Chartered Bank in New York City overseeing origination for a group of Private Equity Real Estate funds. Mr. Sandoval is a Graduate of the University of Florida and holds an MBA degree from IE Business School in Madrid.
 

Paraag Sarva

Co-Founder & CEO
Rhino

Paraag Sarva is the CEO/Co-founder of Rhino and a builder of products and services that give renters a more affordable way to live in the homes they want. Since its founding in 2016, Rhino has made it a mission to replace cash security deposits with low-cost, affordable insurance. The product is now offered in over 1 million homes across the United States. Previously, Paraag led a property management and development company with over $100 million in assets and learning firsthand the pain points he’d go on to address with the creation of Rhino. He also ser ... (view full description)

Michael Serour

VP of Commercial Sales
Verdant Energy Management

Michael Serour has been leading the Sales Department at Verdant Energy Management Solutions since April 2012.  Over the last 8 years, Verdant’ s growth has been exceptional.  Verdant has increased its customer base in hospitality, student housing, senior living, and other commercial markets from 50 properties in 2012, to almost 4,000 properties currently.  Today, Verdant is widely recognized as a new market leader in the world of commercial HVAC energy efficiency.

Kristina Simonovich

VP of Operations
33 Realty Management

Kristina is the Associate Broker and VP of Operations for 33 Holdings and 33 Realty Management in Atlanta, GA, her focus is to help investors/landlords feel at ease with their property under management while helping to maximize their return on investment.Kristina has an extensive background in Leasing and Management of Single Family & Multi-Family Real Estate Rental portfolios for Institutions, REIT’s, Owners with 20+ Asset Portfolios while working in her previous role as Director of Property Management for Atlantic Property Management with oversight of 20+ direct reports & 750+ Properties under her management.Kristina ... (view full description)

Lisa Tufano

NOI Strategist
Knock

Lisa Tufano is an NOI Strategist and VP Strategic Accounts at Knock, an award-winning platform dedicated to intelligent front office and CRM solutions driving NOI for multifamily properties. Tufano has over 15 years’ experience building client partnerships through consultative sales support. Prior to Knock, Tufano Bourie drove sales at RealPage, Rent.com, Nestigator and digital marketing platform SOCi Inc. She also founded the budget and lifestyle blog: Think Like a Boss Lady.
 

Dino Vakoutis

National Sales Director, CRE and Multifamily
Corrigo Incorporated

Director of National Accounts for Corrigo, managing the Commercial Real Estate and Multifamily markets.  Focus on Corrigo's best in breed maintenance management software.  We have clients in the Commercial Real Estate space managing anywhere between 2M and 80M square feet of mixed use, and multifamily clients managing anywhere between 1,000 and 85,000 units.

Christine Wachsman

Asset Manager
Fairfield Residential

Christine is an Asset Manager at Fairfield Residential.  She is responsible for the asset management of multifamily properties within her region.  Christine also works with Fairfield’s Executive team and IT in developing a data-driven platform that allows real-time monitoring of the financial performance of investments versus budgets and projections.Prior to joining Fairfield, Christine’s worked with corporate and institutional pension funds in an Investor Relations capacity at Western Asset Management Co., where they managed over $400bn of fixed income assets, including non-agency/agency mortgage-backed securities.  Christine wa ... (view full description)

Kari Warren

Executive Vice President - Operations
Kairoi Residential

Kari is the Executive Vice President of Property Operations for Kairoi in charge of all property operations, construction services, marketing, revenue management, and training. She brings over 20 years of experience to the Kairoi team with a background in marketing, branding, and customer service in the residential and interior design industries. Kari previously served as head of operations for Anyone Home, and as a lead executive in charge of strategic marketing, branding and communications for both BRE Properties and AvalonBay Communities, Inc. Kari holds a Bachelor of Arts in Political Science and International Relations from Texas A&M University. In the community, Kari voluntee ... (view full description)

Christi Weinstein

Vice President of Support Operations
BH Management Services

Christi is the Vice President of Strategic Support Solutions at BH. She brings with her more than 20 years of multifamily property management experience. In her current role, she oversees the organizations training and education initiatives, systems support and integrations, procurement and vendor service initiatives, as well as strategic projects including smart home implementations. Christi supports critical business strategies and key operations functions at BH.
 

Rebecca Williford

Marketing Director
Haley Residential

Rebecca Williford is the marketing director of Haley Residential.  As marketing director, Rebecca has global responsibility in lead acquisition, attribution, analysis and content development for Haley Residential’s portfolio of 40+ multifamily properties.  She champions Haley Residential’s mission:  connecting people, spaces and lifestyles. Rebecca brings 10+ years of marketing experience across multiple industries and business scales.  Prior to joining Haley Residential, Rebecca spent time working as a marketing manager with XO Group, Inc. (formerly known as The Knot, Inc.), the nation’s leading wedding website.  She also served as the marketing director for local Mi ... (view full description)

Joanna Zabriskie

President and CEO
BH Companies

As President and CEO of the BH Companies, Joanna Zabriskie has led BH to become the one of the largest multifamily management and investment companies in the nation. She joined BH in 2013 as Senior Vice President, focusing on new initiatives and special projects to improve the overall operating efficiency of the organization. In December 2014, she was promoted to President and since then, BH and its joint venture partners have invested nearly $1.5 billion of equity capital in multifamily assets and grown from 45,000 units to more than 95,000 units with over $1 billion in systemwide sales. During Ms. Zabriskie’s tenure, BH has been designated Top 100 Great Places to Wo ... (view full description)

Beth Zinsky

Multi-site Property Manager
Westminster Management

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*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

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

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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