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Tyler Amaya

Portfolio Management & Trading
PEMCO Capital Management

Tyler is the director of portfolio management at PEMCO Capital and is responsible for managing a multimillion-dollar portfolio of real estate and nonperforming loans nationwide. In addition to previous roles at National Asset Direct Inc. and iServe Real Estate Operations, Tyler has authored research papers dissecting variables that impact NPL performance via predictive modeling. Tyler is a graduate of Claremont McKenna College with a degree in Economics and Finance. ... (view full description)

Jamie Bateman

President
Labrador Lending, LLC

Jamie Bateman has been an active real-estate investor for over a decade. He and his wife, Emily, manage a portfolio of 7 single-family rental properties in Baltimore County, MD, as well as a growing portfolio in Florida. Jamie, a former U.S. military officer, also has experience in both the mortgage-lending and the title-insurance industries.Currently, Jamie is focused on the 1st lien mortgage-note space through his company, Labrador Lending, LLC. Labrador Lending purchases both performing and non-performing 1st position notes across many states. Having recently acquired its lending license in Georgia, the company is focused on acquiring a ... (view full description)

Matthew Becklin

Chief Servicing Officer
United Asset Management

Daren Blomquist

VP, Market Economics
Auction.com

Daren Blomquist is vice president of market economics at Auction.com. In this role, Blomquist analyzes and forecasts complex macro and microeconomic data trends within the marketplace and greater industry to provide value to both buyers and sellers using the Auction.com platform.    Daren’s reports and analysis have been cited by thousands of media outlets nationwide — including all the major news networks and leading publications such as The Wall Street Journal, The New York Times and USA TODAY. Daren has been quoted in hundreds of national and local publications and has appeared on many national network broadcasts, including CBS, ABC, CNN, CNBC, FOX Business a ... (view full description)

David Chen

Partner
Activist Legal LLP

Activist Legal LLP is an innovative creditor's rights firm conceived by Jorge Newbery, founder of American Homeowner Preservation. Based in the District of Columbia, Activist Legal, LLP maintains relationships with law firms to cover every jurisdiction in the contiguous United States, Alaska, and Puerto Rico to provide a single point of contact for effective and cost-conscious legal services in foreclosure, bankruptcy, eviction, and other default related matters. David Chen is a Partner with Activist Legal, LLP and has represented national banks and institutional lenders in foreclosure, bankruptcy, and evictions matters for over ten years. Prior to becoming a Partner at Activist ... (view full description)

Keenen Dammen

Managing Director
Shellpoint Mortgage Servicing

Mr. Dammen is the Managing Director, Corporate Strategy and Business Development, of Shellpoint Mortgage Servicing (“SMS”). SMS is a Top 5 non-bank residential mortgage servicer and an acknowledged leader in the NPL default servicing market. SMS was acquired by New Residential Investment Corp (NYSE: NRZ) in July, 2018 and currently services over 1,500,000 first and second lien mortgages.

Prior to joining SMS, Mr. Dammen was President of the Investment Capital Group and a member of the Executive Committee of GMAC ResCap. Mr. Dammen began his career in the Mortgage Department of Salomon Brothers.
 

Michael Daurio

Managing Director-Capital Markets
AMIP Management

Dan Deppen

Managing Member
Fusion Notes, LLC

Dan Deppen is the Managing Member of Fusion Notes and has been actively involved in real estate since 2001. He has a wide range of other investment experience going back to 1995 including stock and option trading and small businesses. Since 2017 he has been focused on distressed mortgages and created the Fusion Income Fund in 2019.

Raj Dosaj

Head of Real Estate Markets
Cape

Raj Dosaj leads the Real Estate and Mortgage vertical at Cape. He has over 25 years of experience in the mortgage, FinTech, and fixed income industries. Prior to Cape, Raj was a Managing Director at Unison, where he spearheaded lender-focused business development efforts, successfully bringing the first five percent down payment, 80 percent LTV product to the housing market. Previously, he was Senior Vice President at Black Knight Financial, where he managed the mortgage competing risk and home price modeling teams.      ... (view full description)

John Dunnery

VP Government Loan Servicing
Bayview Loan Servicing

John Dunnery is a Vice President at Bayview Loan Servicing, LLC, managing its non-performing GSE/Agency residential loan portfolio.  Bayview, headquartered in Coral Gables, Florida with operational sites in Fort Lauderdale and Doral, Florida, Horsham, Pennsylvania, Bedford, Texas and Tucson, Arizona, services and subservices 180,000 loans in 50 states and Puerto Rico, totaling over $44bl in loan balances.  John is responsible for management and oversight of the government loan portfolio to regulatory and servicing guide requirements, including electronic data reporting, investor reporting and loan accounting, servicing advances and claims.     John has been in mortgage bank ... (view full description)

Steven Eisenberg

Managing Partner, CEO
Stern & Eisenberg, PC

Steven K. Eisenberg, Esq. is the Chief Executive Officer and a Founding Partner of Stern & Eisenberg. Steven K. Eisenberg has extensive background in real estate and corporate matters including acquisition and sale of businesses and assets.  His practice also focuses on the representation of lenders and servicers in the enforcement and protection of their interests in the legal process, including foreclosure, bankruptcy, evictions, title claims, loan modifications, and litigation.  Having experience previously representing borrowers, Steven brings his unique perspective to the representation of his servicer, lender and business clients. ​Steven K. Eisenberg believes tha ... (view full description)

Cody Faller

President
Faller Financial LLC

Cody Faller, Founder of Faller Financial, has 16 years’ experience in the real estate and mortgage note industry. Cody has worked with a wide spectrum of real estate note investors across the country ranging from large Banks & hedge funds to individual note buyers.   Cody played an integral role within a private equity firm which purchased in excess of $500 million in real estate notes and property during the Great Recession. Since 2011, Cody has personally facilitated and/or purchased over $185 million (Unpaid Principal Balance) in residential notes across roughly two hundred and fifty transactions.  Cody earned a Master’s Degree in Business Administration and is a graduate ... (view full description)

Carson Faris

Founder & CEO
Phoenix Investment Funds

Carson Faris is founder and CEO of Phoenix Investment Funds, an investment firm specializing in the acquisition and repositioning of debt instruments secured by commercial real estate. He is responsible for directing the firm’s investment strategy and desiging mutually beneficial solutions for banks and asset officers with nonperforming commercial loans and assests.  Prior to founding Phoenix Investment Funds, Carson founded and became President of Western Bay Investments, a real estate development firm, as well as Fundamental Real Estate, a boutique real estate brokerage firm. In addition, Carson acted as Director of Development for Red Mountain Group, Inc., where he oversaw the ... (view full description)

Jeff Freud

Managing Director
United Asset Management, LLC

Brian Frye

Executive Vice President, Capital Markets
Mortgage Connect

Karen Gados

Managing Partner
Pikes Peak Capital

Karen is founder and Managing Partner at Pikes Peak Capital (PPC), a boutique real estate private equity company. Pikes Peak Capital purchases deeply-discounted residential houses from banks and resells them near market value to local investors or families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. The funds PPC manages buy and sell over 500 properties/year.
 

Jodi Gaines

EVP government Relations & Business Development
Insight One Solutions

Jodi Gaines is the Chief Client Relations Officer and EVP of Business Development and Government Relations of Insight One Solutions.  Insight One Solutions is a family of companies that consists of Sortis Financial, MSI, IProperty Claims and Williams & Williams Auction.  Prior to joining Insight One, Jodi co-founded and started Claims Recovery Financial Services, LLC “CRFS” at her kitchen table.  CRFS specializes in Government, GSE and PMI Claims and Loss Analysis.  Prior to CRFS, Jodi spent 14 years at North American Mortgage, Dime Savings and Anchor Mortgage.  Jodi is on the Board and Executive Board of New York MBA and serves as the NYMBA Loan Servicing Chair.  ... (view full description)

Alex Goldovsky

Founder & CEO
ProTitleUSA

Alex Goldovsky, Founder and CEO of ProTitleUSA - a leader in Nationwide Residential and Commercial Title Search, Analysis and Due Diligence Market, Consecutive 4 years INC5000 company. A mastermind behind a number of leading products in the title research industry,  Alex is also a highly sought after speaker on real estate investment and title specific seminars, radio and work groups. Alex has a Master's Degree and holds 9 US Patents.

 

David Gordon

Managing Director
ARC

Mr. Gordon has over 15 year of experience in investment banking. Mr. Gordon was on the Morgan Stanley Mortgage desk for almost 8 years  before joining ARC. With extensive experience in buying and selling mortgage assets. Mr. Gordon has helped with securitizing over 10 billion in loan origination's on a annualized basis. Prior to Morgan Stanley Mr. Gordon worked at Lehman Brothers where he was responsible for analyzing new mortgage opportunities and valuing and selling servicing rights. Mr. Gordon has spent the past 5 years at ARC. Mr. Gordon is responsible for the purchase of all residential and commercial loan opportunities along with all leverage facilities that are in place. ARC purchases ... (view full description)

Kevin Kanouff

CEO
Statebridge Company

Kevin Kanouff has spent over 25 years in the real estate and mortgage industry.  He is a founder of Statebridge and, as its CEO, oversees the day to day operations as well as strategic direction of the company. In addition to his role at Statebridge, Mr. Kanouff is the Manager of Geneva House Funds, a family of hedge funds that invests in small balance commercial and residential mortgage loans. Previously, Mr. Kanouff served as President of Clayton Fixed Income Services (f/k/a The Murrayhill Company). Prior to his tenure at Clayton, Mr. Kanouff was a corporate, securities and real estate attorney for Dorsey & Whitney in its Denver and London offices. Mr. Kanouff h ... (view full description)

Derek Katz

Managing Director, Sales
SitusAMC

Working out of MountainView’s New York office, Derek Katz assists clients with the valuation, sale and purchase of residential whole loan and mortgage servicing right portfolios. In this role, Mr. Katz acts as an intermediary between buyers and sellers and provides insight on the secondary residential mortgage market. Before joining MountainView in 2008, Derek was a director in the Asset Securitization and Finance Group at Natixis Capital Markets and was responsible for all aspects of whole loan and mortgage-backed finance, including the origination and placement of mortgage-backed securities, transaction management and contract finance, portfolio and servicing ... (view full description)

Matthew Kelley

Supervisor
Special Default Services/Trustee Corps

Special Default Services is a specialized foreclosure unit within Trustee Corps, a division of MTC Financial Inc., based in Irvine, California. He represents many of the top mortgage company, Credit Unions, Law Firms and investors throughout the United States. In addition to membership in the United Trustees Association, he is a certified foreclosure expert in California, Arizona, Nevada and Washington. Presently, Matthew manages an elite foreclosure unit providing default services to private beneficiaries, commercial foreclosures and all high liability foreclosures within states services by Trustee Corps which include California, Arizona, Nevada, Washington, Oregon, Idaho, Montana, Al ... (view full description)

Tae Kim

Attorney
Geraci LLP

Ramin Kolahi

Principal
Lighthouse Investments, LLC

  Coming from a family real estate and banking office, Ramin grew up in and around real estate.  After a few years in consulting and developing brownfields, Ramin returned to the family real estate office to lead developing underutilized and new assets including growing the company’s hotels portfolio and serving as Assistant VP of Construction Loans.   Seeking to pave his own path, Ramin joined a privately held national development company to eventually become COO.  Ramin helped grow the firm to over $400M of development, including ground up condominium, conversions of boutique hotels and land development.    Lighthouse Investments is a result of Ramin’s many ye ... (view full description)

Spencer Lee

Managing Member
Redhawk Research LLC

Spencer Lee is co-founder and Managing Member of Redhawk Research LLC, a leading data analytics and technology firm.  Redhawk’s default management platform, Jonah, provides market leading portfolio and asset level analytics, having generated clients an average of 75.1 days of annualized timeline improvement.  Prior to founding Redhawk, Spencer was EVP, Asset Management at Arch Bay Capital LLC, a distressed residential mortgage hedge fund managing $3.5bn in UPB.  Previously, Spencer was VP, Corporate Development for 1st Financial Bank USA and worked in the M&A group at Merrill Lynch.  Spencer has an MBA from Columbia Business School and an AB from Harvard College.
 

Angie Marth

VP
United Asset Management

Angie Marth serves as a VP of Default Services at United Asset Management.  Angie is responsible for managing the company’s foreclosure and bankruptcy loan portfolio.  Angie earned her bachelor’s degree at the University of Texas and her Juris Doctorate degree from Texas Tech University School of Law.  Angie was admitted to the Texas State Bar in 2004 and California State Bar in 2009.  She has 15 years of experience in providing real estate bankruptcy and default related legal services.    
 

Ron McMahan

Chief Executive Officer
AMIP Management

Mr. McMahan manages the AMIP Seal Beach office and is primarily focused on due diligence and asset management. Mr. McMahan has eighteen years’ experience as a financial and investment management executive, and since 2000 he has worked exclusively in the residential real estate industry with a focus on distressed credit situations.  Since the onset of the recent financial crisis in 2008, Mr. McMahan has managed six separate investment funds focused on the purchase and resolution of distressed residential assets. At these funds Mr. McMahan raised debt and equity financi ... (view full description)

Gordon Moss

CEO
Quixote Ventures

  Gordon began his career in real estate in 1985 as a commercial real estate broker in Orange County California.   He has been an avid student of the masters of all facets of the real estate and investing business for over 25 years.  He now owns and manages a portfolio of properties and notes full time and today is very passionate and active in what he believes is the best real estate and note investment opportunity we will see in our lifetimes. These 25 years of experience and focus give a unique perspective and Gordon takes great pride in the fact that he has a unique ability to make money in any real estate market.  Over the last several years he has studied, developed, refined, and maste ... (view full description)

Jorge Newbery

CEO
AHP Servicing

Jorge is CEO and Chairman of American Homeowner Preservation LLC and AHP Servicing LLC, which crowdfund the purchase of nonperforming mortgages from banks at big discounts, then share the discounts with struggling homeowners. He is also a non-attorney Partner in Activist Legal LLP, a law firm in Washington, D.C. and a Board Member of the Group Legal Services Association, which is committed to advancing access to quality legal services through legal service plans and industry collaboration.  Jorge is also CEO of preREO, is a marketplace for lenders to sell delinquent first mortgages secured by vacant properties to local investors. Investors can maximize returns by taking control o ... (view full description)

Paige Panzarello

Managing Trustee
The Tryllion Group

Paige Panzarello is the “Cashflow Chick”.  Having been a Real Estate investor and entrepreneur for over 20 years, Paige has experienced many facets of real estate investing.  Her experience includes founding and running her own Residential and Commercial Construction and Acquisition companies, Buy and Hold residential and commercial real estate investing, Tax Deeds/Liens Investing, and Fix and Flip (Residential Remodeling), and other forms to name a few.  She currently focuses on Non-Performing Notes that she purchases all across the United States. Whether in notes, residential or commercial real estate, in California, Arizona, or nationwide, Paige has been successful in com ... (view full description)

Lindsey Pryor

Senior Manager
Altisource

At Altisource Field Services, Lindsey Pryor leads strategic product and business initiatives. Lindsey focuses on product innovation, business performance, and commercial execution. Previously, she served as a client relationship manager overseeing operational performance. Prior to joining Altisource Field Services, Lindsey held vendor management positions at Bank of America and Nationstar in property preservation.

Henish Pulickal

CEO
CalHomeCo

Since 2002, Henish Pulickal has worked full time in multiple roles within the real estate industry.  His career includes underwriting, sales, servicing, management and consulting for some of the largest banks in the US.  Henish became a licensed Realtor in 2009 and a broker in 2017.  He currently serves as the CEO for The California Home Company (CalHomeCo) and CalHomeCo Construction, a strategic partnership of real estate, investment and general contracting companies.  Over his career, Henish has done over $1 billion in real estate transactions and mortgages.

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Mr. Purviance serves as a Senior Financial Policy Analyst within the Supervision and Regulation division at the Federal Reserve Bank of Atlanta. In this function, Mr. Purviance is primarily responsible for conducting an ongoing assessment of risks associated with residential real estate markets and the potential impacts they may pose to the financial system. This includes analyzing conditions within individual markets as well as the impacts of external forces on real estate. In addition, Mr. Purviance is responsible for developing real estate related analytical reports and tools utilized throughout the Federal Reserve System to aid in risk surveillance and banking supervision. Prior to joini ... (view full description)

Jim Raezer

Head of Capital Markets
HMC Assets

John Seeburger

President
Foundation CREF

Mr. Seeburger is Co-Founder and President of Foundation CREF, a technology-centric private mortgage lender and developer of the PropertyPortal™, a custom-built online marketplace with patent-pending technology where Buyers can access Pre-Foreclosure and Pre-Listing REO properties directly from leading institutional Sellers in the distressed residential space. He has over twenty-five years of commercial and residential real estate experience in direct principal investing, finance, mortgage banking and consulting. Mr. Seeburger has held senior executive positions in the real estate divisions of major banks and finance companies including Capmark, GMAC Commercial Mortgage, GE Real Estate, ... (view full description)

Chris Seveney

President
Seveney Mortgage Note Investments

Adriana Shannon

Managing Director
CTF Asset Management

Jeffrey Spiegel

Principal
Spiegel Accountancy Corp

Jeff Spiegel’s dynamic career as a Certified Public Accountant began to escalate when he established his own boutique firm in 1990. Spiegel Accountancy Corp is a full-service CPA firm with a particular focus in the mortgage banking and private equity lending and real estate industries.Jeff developed a team of seasoned leaders who are dedicated to providing exceptional service, while actively partnering with clients to develop forward-thinking solutions for their businesses. Relationships are key with Spiegel. Clients trust them t ... (view full description)

Chad Urbshott

Managing Director
Equigrowth Capital Inc

Founder and Managing Director of Equigrowth Capital Inc, an alternative real estate investment firm that provides investment advisory services to its subsidiary holdings and partnerships, which strategically acquire distressed residential whole loan mortgages throughout the U.S. from financial institutions, hedge funds, and mortgage originators. We then re-position these assets to yield above average returns while building equity for our investment partners.

John Vella

CRO
Altisource

Mr. Vella serves as Chief Revenue Officer of Altisource. Previously, he served as Chief Operating Officer of Equator, LLC. He began his financial services career with the FDIC and Freddie Mac and later served as Chief Sales Officer for H & R Block's mortgage company, Chief Executive Officer of Household International's Automotive Business, President and Chief Executive Officer of Bear Stearns EMC Mortgage Company and as Executive Vice President for special servicing of GMAC/RESCAP. He holds a Bachelor of Science in English from Springfield College.

Matthew Walker

Executive VP
Lowe

Mr. Walker is Executive Vice President of Lowe and is responsible for overseeing the Company’s hotel and resort development and value add investment.  In addition to providing general strategic direction for Lowe and implementation on key projects, Mr. Walker is responsible for the company’s hospitality business development efforts as well as oversight of its real estate sales and marketing activities.  Mr. Walker joined Lowe in 2000 and is a shareholder with the firm.    Mr. Walker currently oversees several hospitality projects for Lowe: Ivy Station – 148 room ground-up lifestyle hotel as part of a $300 million mixed-use hotel/office/residential/retail ... (view full description)

Toby Wells

President of Servicing and Capital Markets
Computershare Loan Services

Toby has over 20 years of extensive experience in the mortgage banking and servicing industry. As President of Servicing and Capital Markets of CLS, Toby oversees operational and financial activities for all facets of SLS, targeting strategic growth initiatives for acceleration and scale of company products and solutions. His focus is customer-centric care across the company’s range of audiences, including investors, partners, and borrowers.

Kyle Zimpleman

Manager
Expand Capital Group

Kyle is the managing member of Expand Capital Fund II, LLC which is dedicated to protecting and growing clients' wealth through off-market real estate opportunities.  His current focus is both non-performing & performing note investments secured by equity.  Throughout his 20+ year real estate career he has been involved in a number of different real estate projects including multi-family development, student housing, single family rentals, and note investing.  He was born and raised in Grand Rapids, MI and graduated from Grand Valley State University.    

Dan Zitofsky

President & CEO
Zitofsky Capital Management

For well over two decades, I’ve specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders. I’ve closed over 600 fix-and-flips, 650 rental properties, 800 plus doors in multi family projects and over 1,000 private money and Non Performing Note transactions. I raise money from accredited investors seeking better than average returns backed by real estate portfolios in our group. ’m also a featured speaker at many national gatherings of investors an ... (view full description)
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*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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