This is a past event. To see the list of our current events, please click  HERE

Rishi Bansal

Chief Investment Officer

Rishi Bansal, Chief Investment Officer, BankUnited: Mr. Bansal has been the Bank's Chief Investment Officer since February 2017 and most recently served as Executive Vice President, Mortgage Portfolio. Mr. Bansal joined the Bank in July 2009, and was part of the advisory group that worked on the Bank's acquisition. In his role as Chief Investment Officer, Mr. Bansal is responsible for the bank’s investment securities portfolio. He manages the Bank's residential loan portfolio, residential mortgage warehouse business and Pinnacle Public Finance business. Prior to joining BankUnited, Mr. Bansal was a Managing Director in fixed income with Merrill Lynch from 2007 through 2009 a ... (view full description)

Chris Boulter

Val-Chris Investments, Inc.

Chris is President and Owner of Val-Chris Investments, Inc. and has been with the company since 1986. With nearly 35 years of experience in the private money industry, Chris has helped transform Val-Chris Investments from a small 3 person family business to one of the larger private money lenders in California. Chris holds a Bachelor’s of Science in Business Administration from University of Southern California where he graduated with honors in 1983 and has been a California licensed Real Estate Broker since 1986. In addition to this license, he also holds a California Finance Lenders License and has been a Mortgage Loan Originator since 2013. Chris has been a member ... (view full description)

Craig Chang

1st Reliant Home Loans, Inc.

Caroline Chen

Amherst Pierpoint Securities LLC

Caroline Chen is Senior Vice President at Income Research + Management, a Boston based, privately owned, fixed income asset management firm with $76Billion AUM.  She joined IRM’s investment team in 2016 as a senior research analyst covering non-agency RMBS and ABS, and have been involved in a wide range of firm’s investments in whole business ABS, data center ABS, NNN lease, aircraft ABS, private student loans, timeshare as well as non-agency residential mortgage securities.   Caroline Chen has 17 years securization industry experience and is a member of Fixed Income Investor Network.   Before joining IRM, she worked at Deutsche Bank New York for 11 years holding various roles.  ... (view full description)

Kenneth Cohen

Chairman and Chief Executive Officer
The Mortgage Acquisition Corporation

Mr. Cohen has lead The Mortgage Acquisition Corporation (TMAC), a capital markets participant in the mortgage space, since 1990. TMAC is now looking to establish relationships with companies that are interested in selling or brokering residential or commercial mortgage loans , in particular private money business purpose mortgage loans. Throughout Mr. Cohen’s professional career, he has been engaged in the acquisition and management of mortgage and real estate assets. TMAC has acquired numerous portfolios of loans secured by residential and commercial properties .As an attorney, Mr. Cohen was responsible for the acquisition of large multifamily and commercial properties for major syndication ... (view full description)

Christopher Crovatto

Chief Executive Officer
Foundation CREF

Mr. Crovatto is Co-Founder and CEO of Foundation CREF, a private lender making business purpose loans to investors in the residential sector and the developer of the PropertyPortal™, a custom-built online marketplace with patent-pending technology where Buyers access Pre-Foreclosure and Pre-Listing REO properties directly from institutional Sellers in the distressed residential space.  He has over 30 year of residential and commercial real estate experience as a structured bridge lender, principal investor, fund manager, ow ... (view full description)

Jon Daurio

Nikkael Home Loans

Jon R. Daurio, Esq. is currently the founder, Chairman and CEO of Nikkael Mortgage.  In 1982, after only three years of study, Mr. Daurio graduated from Harvard University with a degree of Bachelor of Arts cum laude.  From 1982 to 1983, Mr. Daurio was a Syndicate Manager with Stoever, Glass & Company, a premier Wall Street Municipal Bond Broker/Dealer.  He then decided to attend law and business schools.  In 1986, after only three and one half years of study, Mr. Daurio graduated at the top of his class from the University of Southern California, earning both a Juris Doctor and Master of Business Administration. After beginning his law practice at La ... (view full description)

Nitin Dave

Senior VP of Servicing & Agency Relations
Nationwide Mortgage Bankers, Inc

Nitin J. Dave is Senior Vice President of Nationwide Mortgage Bankers, headquartered in New York / New Jersey. He has over 35 years of experience in mortgage banking with a focus on mortgage Lending and Servicing operations and secondary marketing executions.  Mr Dave held Senior Manager, Director and Vice Presidentpositions during his 25-Year tenure at Fannie Mae, with National AND International responsibilities, which included the Oversight and Relationship Management of Fannie Mae's top 25 Sellers/ Servicers.  He represented FannieMae & The Urban Institute of America to help Create the Mortgage Banking A ... (view full description)

Chris DiCristo

Sr. VP of Alternative Lending
Tam Lending Center

Chris entered into the real estate industry in 1978 as real estate salesperson when the residential lending interest rates were at an all time high of 18%. In 1980, Chris was hired by International Realty Inc. that specialized in building development in all sunbelt locations across the United States. It was at International Realty where Chris was trained in building development of single family residential homes as well as mortgage origination and  processing skills and enjoyed a very successful career being promoted to Tri State Regional Manager at a very young age. Chris left International Realty in 1986 to open his first Real Estate and Building D ... (view full description)

Robert Durden

Managing Director
Credit Suisse

Robert is a Managing Director at Credit Suisse and member of the Securitized Products Mortgage Finance group, specializing in financing and capital markets transactions for mortgage related assets. Robert leads the Credit Suisse mortgage securitization underwriting team which has held the title of most active lead left underwriter for multiple years running.  Prior to joining Credit Suisse in December 2014, Robert spent six years with JP Morgan and prior to that six years with Bear Stearns. Robert’s career experience has been primarily focused upon Mortgage Finance. He holds a BBA in Business from the University of Texas.

Sameh Elamawy

Chief Executive Officer

Sameh Elamawy is the CEO and founder of Scratch. Scratch is reimagining loan servicing to help borrowers understand, manage, and pay back their loans. Prior to founding Scratch, Sameh was a product leader at Dropbox, Pinterest, and Procter & Gamble. Sameh serves on the Consumer Advisory Board of the Consumer Financial Protection Bureau, where he advises Bureau leadership on consumer financial issues and emerging market trends. He has an MBA from Stanford Graduate School of Business and a BSE in Computer Science.

Michael Fania

Managing Director
Annaly Capital Management

Bryan Filkey

Chief Strategy Officer
Interfirst Mortgage Company

Bryan has extensive experience and expertise in capital markets, product development, operations, technology and executive management. He has overseen more than $3 billion in “NonQM” originations and has experience running wholesale, retail and correspondent divisions for national lenders. He is regarded as one of the pioneers and thought leaders of NonQM, with a particular specialty in business purpose product development. Bryan has 15 years of industry experience, with substantial expertise in alternative product development. His previous employers include PIMCO, Capital One, & Suisse.

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.

Corina Gonzalez

Senior Vice President, RMBS
DBRS Morningstar

Corina Gonzalez
Senior Vice President, Credit Ratings – US RMBS
DBRS Morningstar

Corina Gonzalez is a Senior Vice President of Credit Ratings at DBRS Morningstar, a global rating agency. She focuses on US RMBS and is the sector lead at DBRS Morningstar for non-QM, prime, and seasoned RMBS. She has over 14 years of experience in credit ratings. During her tenure at DBRS Morningstar, she has been involved with rating hundreds of securitizations across various US RMBS subsectors, including non-QM, prime, agency PLS, seasoned performing, reperforming, and resecuritizations.

Sherri Goodman

Senior Vice-President, Contact Center Operations
Ocwen Financial Corporation

Sherri Goodman has been with Ocwen Financial Corporation for six years, and currently leads the global contact center operations of Ocwen’s mortgage servicing business.   Prior to her time at Ocwen, Sherri led customer service and collections operations for Ally Financial’s auto finance business, and worked in many operational leadership roles for ten years at Capital One Financial.  She holds an MBA degree from Harvard Business School and a BS degree in Industrial Engineering from The University of Tennessee. She and her family are based in Dallas, Texas.

David Grider

VP Northwest Division
HomeXpress Mortgage Corp

Non Prime industry veteran – Joined HomeXpress March 2016 
Previous Experience Regional Manager and Account Executive first 2 years with HomeXpress Internal Auditor with Carrington Mortgage Servicing . Due Diligence / Auditor with Gateway Asset Management . SR Account Executive with Fremont Investment and Loan. Regional VP and Audit Supervisor with CitiFinancial and Associates. Started Lending Career in Consumer Finance with AVCO. Accounting Degree from Saint Martin’s University , Lacey WA 

Eric Hagen


Eric Hagen is a Director and BTIG Mortgage and Specialty Finance Analyst. Prior to BTIG, he spent six years at KBW, where he published research on mortgage and specialty finance companies and was a Director most recently. Previously, Mr. Hagen was an Analyst at the U.S. Department of the Treasury. He earned a BBA in finance from George Washington University, and a master’s degree in real estate finance from Georgetown University. Mr. Hagen is also a CFA charterholder.

Daniel Huang

Managing Director
Angel Oak Home Loans

Tom Hutchens

Executive Vice President of Production
Angel Oak Mortgage Solutions

Tom is Executive Vice President of Production for Angel Oak Mortgage Solutions. He has over 18 years of experience in leading sales for a wholesale and correspondent lending platform with proven success in the expansion of a lending footprint nationwide.

Prior to Angel Oak, Tom was a senior sales leader at SouthStar Funding and was responsible for business and sales development across the country. He later served as the President of Novo AMC where he was instrumental in launching the organization.

Tom holds a B.S. degree in Finance from Florida State University.  

Sean Johnson

Portfolio Manager
Western Asset Management Company

Sean Johnson is a Portfolio Manager in Western Asset’s Pasadena office. He specializes in structured products and is a member of the Mortgage and Consumer Credit Team. Sean has been with the Firm since 1995, and has more than 31 years of industry experience. Before joining Western Asset, he was a Portfolio Analyst at Pacific Investment Management Company (PIMCO), as well as a Supervisor of Investment Performance at Wilshire Associates, Inc. Sean holds a Bachelor of Science from the University of Southern California and is a CFA® charterholder.

Paul Jones

SVP, NQM Development & Production
First Guaranty Mortgage Corporation

Paul has been in the mortgage business for over 23 years. During that time, he spent the majority of his career at PHH Mortgage in Mt. Laurel, NJ where he started off by learning Underwriting. From there, he moved to being a member of – and eventually supervising – a Correspondent & Wholesale Scenario Help Desk. He eventually moved into roles running a Government Underwriting Team and then became an Inside and Outside Account Executive. Throughout his career, he has trained, coached, and mentored colleagues and other mortgage professionals. He has always found that adding knowledge into the daily mortgage equation is the key factor for success

Jack Kahan

Senior Managing Director, RMBS

Jack Kahan is a Senior Managing Director and Head of the Residential MBS Group at Kroll Bond Rating Agency (KBRA). Jack has over a decade of experience in RMBS ratings, covering RMBS asset types from prime to non-prime, qualified mortgages (QM) and non-QM, legacy assets (RPL/NPL), and esoteric assets such as reverse mortgage, mortgage servicing rights, and servicer advance. He also serves as the Residential MBS Group’s model owner for a default and loss model.   Prior to joining KBRA, Jack worked in the U.S. RMBS Group at Standard & Poor’s (now S&P Global Ratings), most recently as a director and analytical manager, responsible for newly issued ratings. P ... (view full description)

Kevin Kanouff

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)

Michael Kirk

Vice President of Wholesale Sales
Acra Lending

Michael is a seasoned mortgage banker, top producer and recognized industry expert on Non-QM lending. Michael started his career in 1997 as a street originator with Firstrust of Florida, then launched his wholesale career in 2004 with Equifirst corp. Outside of work Michael enjoys spending time with his wife and six children. He is a foodie, likes to exercise and spend time outdoors. One of his favorite quotes he shares with all partners in origination is, A goal without a game plan is just a wish, game plans require a coach. And yes, Acra Lending is that coach.

George Lazaridis

President-Mortgage & CLO
Quontic bank

Co-Founder & Chief Lending Officer George Lazaridis is a seasoned and award winning mortgage lending industry professional with over 25 years of experience. He has a passion for enhancing the borrowing process in new and innovative ways. George is currently the President and Chief Lending Officer of Quontic Mortgage Lending Division and is also on the board of directors. Lazaridis co-founded Quontic Bank alongside CEO Steven Schnall a decade ago, cultivated a growing network of mortgage lending offices to expand Quontic lending solutions in all 50 states. George is responsible for managing day-to-day activities of the mortgage lending division of the federally char ... (view full description)

Jeffrey Lemieux

Managing Director, Correspondent Lending
Acra Lending

Jeff is developing and leading Acra Lending’s correspondent business.  Prior to joining Acra, Jeff was the CFO and COO of Isles Ranch Partners a real estate investment firm focused on residential acquisition, development and construction investments throughout the U.S.   Prior to joining Isles Ranch, Jeff was a Senior Vice President at Bayview Asset Management, an investment firm focused on investments in mortgage credit, including correspondent and wholesale mortgage originations.  Jeff was a Senior Vice President with Ally Bank (formerly GMAC), responsible for correspondent lending and fee-based servicing. Preceding his tenure at GMAC, Jeff was a Senior Vice President with Cerberus Capital ... (view full description)

Keith Lind

Chief Executive Officer
Acra Lending

Mr. Lind is the Executive Chairman & President of Acra Lending with 19 Years of Mortgage-Backed Securities and Asset-Backed Securities trading and structuring experience. He was a Managing Director at HPS Investment Partners before joining Acra Lending. Mr. Lind was a Trader at Brevan Howard and prior to joining Brevan Howard, Mr. Lind was a Managing Director and Head of the US Non-Agency Mortgage-Backed Securities Trading Desk at RBS. He was a Managing Director at Bear Stearns, where he traded the Non-Agency Mortgage-Backed Credit book. Mr. Lind holds a BA in Finance from Purdue University.

Derek Long


Derek began his career in the mortgage industry in 1992 while working for ComUnity Lending in Northern California. He became VP of four different departments during his nine years at the company including Secondary Marketing, Retail Production, Subprime and Wholesale Expansion. He also helped create a tool to manage investor and product guidelines called the LoanLibrary which in 2001 led to his founding, Lender E-Source, a technology and service company offering these tools to other mortgage bankers. Over the next six years, Derek grew the company to 150 clients. During this time, he also continued to work with ComUnity Lending as a member of the Executive Leadership Team. In 2011, Dere ... (view full description)

John Lynch

PCMA Private Client Lending

John is a serial entrepreneur with a passion for bringing ideas to life. Considered by many as the “Disruptive Entrepreneur” and one of Orange County’s top entrepreneurs, his big idea projects have been featured in various media outlets and is a sought after public speaker. His first book “You Can’t Build Skyscrapers on Swampland” The Foundation Principles for Success in Life and Business” is available in stores now! John rose to prominence in the late 90’s after he and a partner launched a startup specialty finance company online in 1997 and grew to over $300MM in annual sales and courted for acquisition in 2006 by Capital One. The John Royce Companies po ... (view full description)

Justin Mahoney

Strategic Growth Capital Partners

Mr. Mahoney is a Founder at Shelter Growth Capital Partners and its affiliate SG Capital Partners, where he functions as Senior Portfolio Manager. Prior to founding SGCP, Mr. Mahoney was a Vice President at Goldman Sachs & Co. Mr. Mahoney was co-head of the Residential Loan Trading Desk, building and running the non-Agency Conduit. Mr. Mahoney holds a BA in Finance from George Washington University


Kristopher Martin

Executive Vice President
Oaktree Funding Corp.

As a pioneer and long-time leader in the non-agency origination space , Kristopher leverages his resources and contacts to Create products that fit the needs of borrower’s in ever evolving market environments.  As an Executive of Capital Markets, Sales, and Operations, Mr. Martin oversees one of the nation’s largest mortgage origination operations with a national demographic and a very wide product menu that specializes in some of the most innovative NonQM product offerings. His specific skill sets includes sales leadership, secondary marketing, and capital mar ... (view full description)

Stuart Marvin

Co-Managing Director
LendSure Mortgage Corp

Stu Co-Founded LendSure Mortgage Corp in April 2015 to provide strong borrowers solutions not currently being served by agency loan programs. Prior to LMC, Stu Co-Founded LendSure Financial Services, Inc. which focused on agency loan programs, as well as managing investment funds focused on buying and selling residential real estate in Southern California. Prior to LendSure Financial Services, Inc. for over 20 years, Stu served as an executive officer for in several large national mortgage companies, including Accredited Home Lenders and Aegis Mortgage Corporation, where he oversaw Secondary & Capital Markets, Accounting & Finance, Legal, Human Resources & Corporate Communication ... (view full description)

Paul McFadyen

Vice President-Term Lending
Asset Based Lending

Paul has over fifteen years of experience building teams and companies in real estate and finance in both the US and UK. Paul joined ABL in December 2020 to spearhead the development and expansion of the long term rental lending program. Prior to ABL, Paul introduced and directed long term rental lending at another large private lender in the US. In the UK Paul co-founded Glenhawk, a London based real estate lending platform. The company grew exponentially in its first year leading to it being nominated as No. 6 in the top UK 100 start-ups list, 2019.  Paul’s residential real estate experience was gained whilst Managing Director at Regis Group, a specialist residential inve ... (view full description)

TJ Milani


T.J. Milani serves as Chief Financial Officer for Figure Technologies Inc. Figure creates innovative lending products in the mortgage and student loan space while leveraging the power of Blockchain technology. At Figure, T.J. leads corporate finance, accounting, capital markets, corporate development, and financial product strategy. Prior to Figure, T.J. worked at SoFi where he led the New Products group. T.J. previously spent a number of years at Apollo Global Management as an investment professional and at Sandler O’Neill as an investment banker covering a wide range of financial institutions. T.J. has a B.B.A. from Villanova University in Finance and Real Estate.

William Moretti

Senior Managing Director

Bill Moretti is an industry leader at the intersection of structured finance, financial technology, and portfolio management, and is head of RiskSpan’s SmartLink Innovation Lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an innovative and energetic leader, strategic thinker, change agent, and savvy risk manager. As MetLife’s head of Global Structured Finance, Bill created proprietary analytical systems, which he paired with traditional fundamental credit analysis to maximize portfolio income and returns through market rallies while preserving inve ... (view full description)

Jeff Naimon

Buckley LLP

Jeff Naimon is a Partner in the Washington, D.C., office of Buckley LLP, with more than 20 years of experience assisting bank and nonbank financial services providers (and investors in same) with regulatory, enforcement, and transactional matters. He defends financial services companies facing complex examination or enforcement matters before the Consumer Financial Protection Bureau (CFPB), the Federal Trade Commission (FTC), and federal and state banking regulators, with a focus on fair lending, unfair, deceptive, or abusive acts and practices (UDAAP), loan servicing, privacy and credit reporting, debt collection, servicemember protections and other consumer protection issues. He assists ba ... (view full description)

Rudy Orman

Director of Correspondent Sales & Product Development
Reliant Bank

Reliant Bank is a publicly traded $3Bn Nashville, TN based bank.  Purchasing Non-QM bank statement loans, Alterative Jumbo, Investor Debt Service and Home Equity Loans.

Rudy has over 30 years of mortgage experience which include creating one of the largest subprime conduits for Household Finance.  Also helped create a mortgage conduit for Goldman Sachs.  Also purchased MSR’s and NPL’s for Carrington,  Marathon Asset Management and American Capital Mortgage Investment.

Mike Ousley

EVP, Business Development
Pro Teck Valuation Intelligence

Mike’s professional background spans more than 40 years in real estate collateral assessment and mortgage banking.Since his days at California Federal Savings Bank, Mike’s been instrumental in setting service and quality standards, and driving innovation in the real estate valuation industry. A serial entrepreneur, Mike founded Foster Ousley Conley in 1987, Appraisal Enhancement Services in 1994 and Direct Valuation Solutions (DVS) in 2011. In 2018, DVS was acquired by Pro Teck.Mike’s 40 years of experience are evident in the design of VI Direct, our cloud-based software solution for lenders to directly engage ... (view full description)

Raj Parekh

Director of Business Development

Raj Parekh is the Managing Director of LoanScorecard, the leading provider of non-agency automated underwriting systems (AUS). In this role he is responsible for the development and delivery of the company’s technology solutions. A mortgage technology expert with more than 20 years of experience, Raj joined LoanScorecard from Insellerate, a mortgage CRM, where he led efforts to increase awareness and market acceptance of the platform. Previously, he held key executive positions at lead acquisition technology providers LeadPoint and ActiveProspect. Earlier in his career, Raj founded LeadROI, one of the first lead management and mortgage sales automation companies, which was acquir ... (view full description)

Justin Parker

Chief Financial Officer
RCN Capital

Justin Parker, Chief Financial Officer, joined RCN Capital in 2017. Since joining the company, Justin has taken over all Treasury, Credit, and Capital Market functions. He is responsible for day-to-day loan funding, portfolio oversight, cash management, cash flow forecasting, FP&A, and banking and funding relations. Justin also manages RCN’s short and long-term forecasting, loan sales, credit facility relationships, and asset-based analytics in regards to liquidity, income generation, and portfolio performance. Additionally also leads product creation and implementation for RCN. Justin has previously worked at Ally Financial, Inc. and Finance of America, where he supported the Finance, A ... (view full description)

Allen Price

Senior Vice President- Sales, Marketing and Client Management
BSI Financial Services

Allen Price, senior vice president of sales, marketing and client success at BSI Financial, is a mortgage industry veteran with more than 30 years of experience in primary and secondary markets. His focus at BSI Financial includes loan subservicing, quality control, mortgage servicing rights (MSR)acquisitions and real estate business lines of operation for title and escrow, real estate and foreclosure and default services through Entra Solutions. Prior to BSI Financial, Price served as senior vice president at RoundPoint Financial Group, where he oversaw the company's sales and strategy. His background also includes SVP and national sales executive for ServiceLink's capital markets group and ... (view full description)

Aaron Rykowski

SVP - Chief Compliance Officer
WesBanco Bank, Inc

Aaron Rykowski is Senior Vice President and Chief Compliance Officer at WesBanco, Bank, a $16B commercial bank headquartered in Wheeling, WV, with over 200 branches located in six states in the Midwest and mid-Atlantic region. He is responsible for all aspects of the company's regulatory compliance program. Aaron has over 18 years of diversified banking compliance experience spread among regulatory agencies, community banks, regional and super regional banks. He has been responsible for the development and oversight of various regulatory programs, such as Fair Lending ... (view full description)

Pete Sack

Managing Director
Credit Suisse

Peter Sack is a Managing Director in the New York office of Credit Suisse. Pete heads Mortgage Finance at Credit Suisse, within Global Asset Finance. He oversees financing and securitization underwriting of newly-originated and seasoned agency, non-agency and non-performing residential mortgages and related assets, including mortgage warehouse financing.

Pete has worked in the mortgage business at Credit Suisse since 2001. Prior to joining the bank, Pete was an attorney with the law firm Orrick, Herrington & Sutcliffe LLP, where he advised clients in regard to residential and commercial mortgage securitizations and derivative transactions.

Aaron Samples

Chief Executive Officer

Aaron Samples, First Guaranty Mortgage Corporation’s Chief Executive Officer and member of the Board of Directors, is a strategic leader with over 20 years of experience and expertise across all phases of mortgage lending and servicing. At FGMC Aaron has led the firm’s transformation in terms of  innovation, company culture and profitability; specifically with the development of a proprietary Non-QM product line Maverick Solutions and FGMC’s Wholesale Division. Prior to his current role, he served as Stearns Lending’s Executive Vice President for four years where he managed various origination channels, strategic corporate initiatives, and served as Director of MSR. Prior to joining Stea ... (view full description)

Max Sauray

VP-Senior Analyst
Moody's Investors Service

Jeff Schaefer

Executive Vice President – Correspondent Sales
Verus Mortgage Capital

Jeff Schaefer has over 25 years of mortgage sales industry experience. Prior to joining Verus, Mr. Schaefer served as Executive Vice President of National Sales at FirstKey Mortgage where he was responsible for the development and implementation of the company’s sales plan. Previously, Mr. Schaefer was the Executive Vice President of Sales for Pacific Union Financial, which experienced outstanding volume and revenue growth in the Correspondent and Wholesale channels during his leadership. Prior, Mr. Schaefer was the National Sales Executive at MetLife Bank for the Wholesale division and later assumed responsibility for the Correspondent platform. Prior to joining MetLife Bank, he ... (view full description)

Eloise Schmitz

CEO & Co-Founder

Eloise Schmitz is the CEO and Co-Founder of LoanNEX, a next generation product, pricing and elligbility marketplace.  

Lisa Schreiber

LSK Consultants

Throughout Lisa’s tenure in the mortgage industry, she has become known as a builder of businesses. Most recently at NewRez LLC as SVP Non-QM and just prior, building out Sprout Mortgage’s platform focusing on technology solutions, scaling operations from origination through securitization, product development and training initiatives leading to brand adoption. As both a consultant and employee, her accomplishments also include, Home Point Financial Business Transformation, Ellie Mae’s Total Quality Loan initiative which is now a standard within the platform and EVP at American Brokers Conduit (ABC) where Lisa Schreiber led the vision and implementation of the platform tha ... (view full description)

Adriana Shannon

Managing Director
CTF Asset Management

Allen Shayanfekr

CEO & Founder

Allen Shayanfekr is the Co-founder and CEO of Sharestates. He is an entrepreneur with cross-functional expertise in real estate, law, technology, and finance. Allen’s Juris Doctorate (JD) with a background in securities, regulation, and compliance played a pivotal role in launching Sharestates as a pioneer in the real estate crowdfunding industry. Allen now leads platform innovation for Sharestates, optimizing the user experience for borrowers and investors while also spearheading the development of new loan products and capital markets relationships. Under his leadership, the company has closed on over $2.2 billion in total l ... (view full description)

Rick Soukoulis

CEO & Founder

Rick is a management executive and entrepreneur with a proven track record of leading successful high-growth, start-up companies in real estate finance. He has demonstrated success in developing break-through solutions that deliver powerful results, including the mortgage industry’s first multi-lender proprietary loan search engine and one of the first online mortgage shopping and origination services, which had lead to creating new innovative products and strategic alliances to drive revenue growth and market expansion. Over the years Rick has built and sold multiple companies in the mortgage industry. Recently, his passion to create new eff ... (view full description)

Andrew Stachak

Vice President
First National Bank of America

Andrew Stachak takes action alongside the dynamic team at FNBA in striving to deliver exceptional non QM investor products. He is a driving force in promoting execution within the correspondent channel to further develop investor products that strengthen FNBA’s portfolio. Respected as a sounding board for innovation, developing strategic partnerships, and delivering best in case investor products, Andrew is quickly earning a seat at the non QM table.   

Harkaran Talwar

Senior Portfolio Analyst
Angel Oak Capital

Harkaran is a Portfolio Analyst at Angel Oak Capital Advisors and focuses on researching and building strategies in mortgage credit, including non-qualified mortgages and residential mortgage-backed securities (RMBS).Harkaran joined Angel Oak in 2018 from Bank of America Merrill Lynch, where he was the primary research analyst covering non-agency RMBS. Prior to Bank of America Merrill Lynch, Harkaran was part of the Structured Products research team at Barclays. He began his capital markets career in 2007, working as a Structured Credit Trading Analyst at Lehman Brothers.Harkaran holds an M.B.A. from the ... (view full description)

Shreyas Venkatasubramaniam


Shreyas Venkatasubramaniam is the CFO & CTO at Redstone where he oversees capital markets, pricing, strategy, accounting, finance, credit and risk functions in addition to overseeing the development of technology products.Mr. Venkatasubramaniam has extensive quantitative experience in alternative credit investing and executing specialty finance and corporate transactions. He has deep experience in building quantitative strategies for a variety of asset backed securities including equities, marketplace loans and other fixed income assets.Prior to Redstone, he was an Investment Banker focused on M&A ... (view full description)

David Vida

EVP - Enterprise Sales Leader
Computershare Loan Services

Dave Vida is the EVP of Enterprise Sales for Computershare Loan Services (CLS) US. He defines and leads execution of the enterprise sales strategy with a team dedicated to generating new business for CLS. Dave keeps a sharp focus on client and customer satisfaction. Prior to joining Computershare Loan Services, Dave was the President of LenderLive Network and led the company’s expansion and acquisition strategies. Dave also founded and led Acqura Loan Services and held senior positions at H&R Block/Option One Mortgage, Master Financial and City Mortgage Services. ... (view full description)

Raviv Wolfe


Raviv Wolfe has nearly 20 years of ABS and structured credit and financial markets experience spanning investment strategy, capital formation and risk management. He began his financial services career in Asset Backed Securities (ABS) at HHF LP in Chicago focusing on the Mortgage Backed Securities sector with an emphasis on RMBS. Prior to Redstone, Mr. Wolfe has held executive positions at multiple fintech platforms focused on unsecured consumer lending. During these experiences, he led technology platform development, and private placement of fixed income portfolios, among others. Mr. Wolfe was the Managing Partner at AmericaOne Capital where he also serv ... (view full description)

Christine Yan

Fitch Ratings

Christine Yan is a Director in the North American Residential Mortgage-Backed Securities (RMBS) group at Fitch Ratings. Christine joined Fitch in 2005 as an analyst evaluating the credit risk of U.S. RMBS transactions. In 2019 she transitioned to focus on assessing the operational risk of U.S. RMBS originators and aggregators.Prior to working at Fitch, Christine worked at Moody’s Investors Service as an analyst covering U.S. RMBS and U.S. RMBS servicer ratings.Christine holds a B.A. from New York University Stern School of Business in Finance and Management. ... (view full description)

Thomas Yoon

Excelerate Capital

Thomas Yoon is the President of Excelerate Capital, a nationwide mortgage banking firm headquartered in Newport Beach, California.  Excelerate was an early adopter of NonQM following the advent of the Ability-To-Repay (ATR) rule in 2014, and under Thomas’ leadership has become a highly successful wholesale and retail NonQM lending platform. The firm has been a significant contributor of Non-QM loans to multiple RMBS issuances as well as to pension funds and other portfolio investors and prides itself in helping to evolve NonQM financing from a niche specialty product to a significant mainstream segment of the industry. ... (view full description)

Marty Young

Vice President
Goldman Sachs

Marty Young is the Senior Mortgage Strategist within the Goldman Sachs Global Investment Research division. Prior to joining Goldman Sachs, Marty worked at Freddie Mac, and was a professor at the University of Michigan Business School in the Statistics and Management Science department. Marty's research focuses on residential and commercial mortgage modeling, housing economics, and consumer credit. Marty holds a PhD from the University of Michigan and a BS from Case Western Reserve University. 

Steve vonBerg

Buckley LLP

Steven R. vonBerg is Counsel in the Washington, D.C., office of Buckley LLP. Combining his legal skills with insights gleaned from seven years in the mortgage industry as a loan officer and underwriter, he delivers practical, business-oriented advice on regulatory compliance matters to bank and nonbank mortgage lenders and mortgage servicers.   Mr. vonBerg’s practice is focused on the full spectrum of federal mortgage lending laws, particularly those that have come out of the Consumer Financial Protection Bureau (CFPB), including the Ability-to-Repay and Qualified Mortgage (ATR/QM) rule, the Loan Originator Compensation rule, the Truth in Lending Act-Real Estate Settlement Proced ... (view full description)
Sign In
Sign in with LinkedIn
Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for Non-QM Virtual Forum


Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:

*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.

You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.

*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.

Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.

*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.

*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.

*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.

*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.

*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.

If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.

*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.

*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.

*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.

*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*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 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


    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.

email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)

Reset Password