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13th Floor Investments, Vice President
A F Canta Inc, CFO
Abacus Capital Group, Director of Finance
Acadia Realty Trust, CFO
ACRE, Controller
AFIAA - Swiss Foundation for International Real Estate Investments, COO and Controller, North America
AFIAA U.S. Investment, Inc., Senior Accounting Manager, North America
AJ Capital Partners, Chief Accounting & Compliance Officer
Alcion Ventures LP, Partner, Chief Financial Officer
Alltrade Property Management, COO
Alturas Capital, Controller
AmCap Inc., Chief Financial Officer
AmCap Inc., Director-RE Fund Accounting
American Real Estate Partners, Principal & CFO
Amethyst Real Estate, President
Anchin, Block & Anchin LLP, Tax Principal
Andrea Henson Advisory & Financial Services, CFO
Angelo Gordon, Property Controller
Angelo Gordon, CFO & COO
Angelo, Gordon & Co., Managing Director, PE RE
AppFolio, Account Executive
AppFolio, Sr. Business Development Representative
AppFolio, Director of Events
Appfolio Investment Management, Industry Principal in Sales
Arcturus Group, Senior Vice President
Arizona Prime, Broker
ARS Hospitality, CEO
ASB Real Estate Investments, Western Region Head of Capital Investments
Ascentris, CFO
Ashcroft Capital, Asset Manager
Ashton Woods Homes, COO
ASM Real Estate Advisors, Principal
Associated Ventures, Principal & COO
Atapco Properties, Treasurer
Atlantic Pacific Real Estate Group, Chief Accounting Officer
Atlantic Pacific Real Estate Group, Chief Operating Officer
AvidXchange, Senior Marketing Campaign Manager
AvidXchange, Marketing Event Coordinator
AvidXchange, Senior Account Executive
Aviva Investors, Head of Risk, Americas
Balboa Retail Advisors, Chief Financial Officer
Bank of America Merrill Lynch, Sr. Vice President
Basin Street Properties, VP of Finance
BentallGreenOak, Principal, Finance
BentallGreenOak, Principal
BentallGreenOak, Chief Financial Officer
Berkeley Partners, CFO
Birdview Properties, President
BKM Capital Partners, Chief Financial Officer
BlackRock, Director, Aladdin Product Management - Real Assets
Blue Arch Investments, Inc., Principal
Blueprint Commercial Assets, Principal
BrainBox AI, Chief Revenue Officer
Brainbox AI, Senior Director of Marketing
Branagh Development, Inc., CFO
Brasa Capital Management, CFO
Brass, President/COO
Bridge Investment Group, CFO
Bridge Investment Group, CAO
Broadview Real Estate Partners, Director of Finance
Brookfield, Managing Director
Brookfield Asset Management, Senior Vice President
Buhl Investors, CFO
BurkHill Real Estate, LLC, Financial Analyst
CA Ventures, Chief Financial Officer
Cadre, Director
Calmwater Capital, CFO
Campus Apartments, Executive Vice President and Chief Financial Officer
Canyon Partners, Director
Capital Properties, CFO
CapStack Partners, CEO
Capstone Advisors, VP Accounting & Finance
Cardinal Industrial, Principal
Carroll Organization, COO
Caruso Homes, CFO
Castellan Real Estate Partners, CFO
CBRE, Inc., Managing Director
Cedar Communities Multifamily, President
Center Creek Capital, EVP & Director of Operations
CGI Strategies, Partner & CFO
Cherre, Senior Sales Director
Cherry Hill Mortgage Management, Controller
Chimera Investment Corporation, Chief Financial Officer
CIRE Equity, CAO
CIRE Equity, Chief Operating Officer
Clear Sky Capital, Chief Operating Officer
Clippinger Investment Properties, Chief Executive Officer
Coastal Point Capital LLC, Managing Principal
Cobalt Fund Services, Partner
Coda Management Group, Founder & Director of Development
CohnReznick LLP, Partner, Commercial Real Estate Industry Practice Leader
CohnReznick LLP, Partner, Tax
CohnReznick LLP, Director, Marketing
Coldwell Banker Distinctive Properties, Owner/CFO
Colony Capital Inc, n/a
Concept Fund Services, Principal
CONREX, Chief Investment Officer
Cornerstone Financial Consulting Partners, LLC, Principal
Counter Management LLC, Co-Founder & Managing Partner
COVE Property Group LLC, Partner & Chief Operating Officer
CPInvestors, Principal
Craig Realty Group, Chief Financial Officer
Crescit Capital Strategies, Principal & COO
CREXi, Operations
Crosby Capital, Principal
Cross Lake Partners, Fund Controller
CrossHarbor Capital Partners LLC, CCO and VP of Reporting
Crow Holdings, COO
CTF Asset Management, Managing Director
Cullinan Properties, CFO
Cypress Communities, Partner
Daniel Bernstein & Associates, Inc., CFO
DealCloud, Senior Associate
DealCloud, Client Development Director
DealCloud, Account Manager
DealCloud, Senior Account Manager
DealCloud, Client Development Analyst
DealCloud, Special Events
DLC Managememt Corporation, CFO
DLP Real Estate Capital, CFO & Partner
DMG Investments LLC, CEO
DTH Capital Inc., Senior Controller
Duff & Phelps, LLC, Director
Dune Real Estate Partners LP, CFO
Dune Real Estate Partners LP, Controller
Dynamic Development Company, Chief Financial Officer
EastBanc, Inc, EVP Asset Mgmt
EBG Acquisitions, Founder
Elm Grove Companies, VP of Finance and Accounting
ElmTree Funds, CFO
Ember Capital Group, Acquisitions Analyst
Engineered Tax Services Inc, Managing Director
Entrada Partners, Principal
EOS Investors LLC, CFO
Equinix, Director, Corporate Development
Equity West Capital, COO
Equity West Capital Partners LLC, Controller
Fairfield Residential, VP, Corporate Controller
Fairfield Residential Company LLC, SVP and Head of Portfolio Management
FD Stonewater, Manager of Finance & Operations
FD Stonewater, Principal
Fetner Properties, Senior Vice President, Property Management
Ford Properties, Investor
Fortus Partners, Chief Financial & Operating Officer
Foundation Capital Partners, Chief Financial Officer & Director
Four Oaks Capital, Director of Asset Management
Friedman LLP, CPA, Partner
Friedman Real Estate, Executive Managing Director, Operations & Administration
Frontera Real Estate Investments, Principal
FundFire, Associate Managing Editor, Senior Reporter
Gamma Real Estate, President
Gamma Real Estate, Chief Financial Officer
Gamma Real Estate, Vice President, Asset Management
GEM Realty Capital, Inc, Chief Financial Officer
Gemdale USA Corporation, Director of Finance
Gemini Rosemont, Deputy Chief Financial Officer
GID, SVP & Director of Accounting
GID Investment Advisers LLC, CFO
Ginkgo Residential, Controller
GL Capital LLC, Partner
Global Realty Capital LLC, Founder/CEO
GNR Group, COO
Greenlaw Partners, VP Corporate Controller
Griffin Residential, CFO
GSH Group, LLC, Director of Operations
GSH Group, LLC, Chief Financial Officer
GTIS Partners, Senior Director
Hamister Group, EVP & CFO
Hanini Group, Owner
Harbor Group International, Chief Financial Officer
Hayden Properties, Principal
Heritage Capital Group, CIO / COO, CEO
Hott Solutions Corp, President
Hudson Group, Partner
Indigo Asset Services, Vice President of Finance
Indigo Asset Services, President & CEO
Innovatus Capital Partners, Controller
InSite Group, VP of Asset Management and Investor Relations
Inspired Healthcare Capital, Controller
Integra Investments, CFO
Integrated Capital Management, Chief Financial Officer
International Market Centers, Chief Accounting Officer
Invesco Real Estate, Senior Director
Investors Associated, LLP, VP, Investor Relations and Operations
Investors Diversified Realty, Chief Financial Officer
Iridius Capital, Chief Operating Officer
Iron Mountain, SVP, Chief Accounting Officer
Jay Paul Company, Controller
JDM Capital Corporation, Senior Director of Investments
JMG Capital Investments, Investor Relations
Jones Street Investment Partners, Chief Financial Officer
Jones Street Investment Partners, Chief Operating Officer
JP Morgan Asset Management Real Estate Americas, Executive Director
JSK Ventures, Principal
Juniper Square, Business Development
Juniper Square, Strategic Account Director
Juniper Square, CMO
Juniper Square, VP of Investor Services
JVP Management, Principal
Keating Resources, Partner
Kilbourne Group, CFO
Kuafu properties, svp
Kushner Companies, CFO
L&B Realty Advisors, Head of Acquisitions
LaSalle Investment Management, Senior Finance Director
LBX Investments, Managing Partner
LeCese Development Corp., Chief Operating Officer
LendingHome, VP of Finance
LendingOne, CFO
Lima One Capital, Chief Financial Officer
LionGrove LLC, CEO
Lloyd Jones, LLC, CEO & Chairman
Local Capital Group, COO/CFO
Lombard International, Exec Project Analyst
Lombard International, Executive Managing Director
Lombard International, Senior Managing Director
Lombard International, VP Case Development
Lombard International, Registered Representative
Longpoint Realty Partners, Founding Partner & CFO
Lonicera Partners, Vice President, Finance
Mack Real Estate Group, Controller
Mack Real Estate Group, Assistant Controller
Macnaughton, Controller
MacNaughton, COO
Madison International Realty, Chief Information Officer
Madison Marquette, Director of Finance
Madison Marquette, Director
Matthews Real Estate Investment Services, CFO
Maverick Real Estate Partners LLC, Vice President of Finance, Operations, and Compliance
Maverick Real Estate Partners LLC, Director - Head of Finance, Operations, and Compliance
McStain Neighborhoods, Chief Financial Officer
Meridian Development Partners, Founding Principal
Merlone Geier Partners, Vice President
Metro Commercial, EVP and CFO
MG Properties, CFO
Midtown National Group, CFO
MJW Investments, President
MJW Investments, COO
MLG Capital, Controller & VP of Fund Admin
Mosaic Real Estate Investors, CFO
Moss Adams, Marketing Senior Specialist
Moss Adams LLP, Senior Manager
Moss Adams LLP, Director
Moss Adams LLP, MAI, Director
Moss Adams LLP, Partner
Moss Adams LLP, Audit Partner
Moss Adams LLP, Marketing Manager
MRP Realty, Chief Financial Officer
MRP Realty, Controller
MUFG Fund Services (Bermuda) Limited, Director Marketing
MUFG Investor Services, Director of Product Development
MUFG Investor Services, Global Head of Sales, Product, and Marketing
N/A, N/A
Narsi Properties, Principle
National Madison, Managing Director
NB Private Capital, VP - Asset Management
New Mountain Capital, VP, Operations
Nitya Capital, Chief Operating Officer
NMS Properties, Inc., Chief Financial Officer
Northlight Capital Partners, Director of Finance
Northwood Investors, Chief Financial Officer
Novel Coworking, Chief Financial Officer
Nuveen Real Estate, Managing Director,
NYS Teachers' Retirement System, Manager, Real Estate
Olive Tree Holdings, Chief Financial Officer
Olympic Property Partners, Principal
Orion Real Estate Partners LLC, Principal
OSCRE International, CEO
Oxygen, Founder
OZ Capital Partners, CEO
Pale Horse, VP
Palisades Capital Realty Advisors, Managing Principal
Palisades Property Trust, CIO
Paragon Outcomes Management LLC, COO
Patrician Management, Director of Operations
Patrinely Group, CFO
PCCP, LLC, SVP Finance and Corporate Acct
Peak Capital Partners, Chief Financial Officer
peakhill capital, president
Pecunia Investment Fund, CIO
PEG Companies, CFO
PEG Companies, Senior Controller
Pembrook Capital Management, Managing Director
Pennybacker Capital, Sr. Principal, COO & CFO
Penzance Management, Chief Financial Officer
Phoenix American Financial Services, Director of Business Development
Phoenix American Financial Services, Inc., Vice President of Sales
PLK Communities, CFO
PMAT Acquisitions, Associate
Prado Group, CFO
Prana Investments, CFO
Preylock Holdings, Accounting Manager
Preylock Holdings, Chief Financial Officer
Prospect Ridge, Managing Director
Prosperity CRE, Co-Founding Partner; Principal
Puget Capital, Owner
Quadrant Investment Properties, COO
Raineth Housing, Consultant
Ram Realty Advisors, VP of Numbers
Ram Realty Advisors, EVP Investment Strategy
Rand Partners, Asset Manager
Randall Realty Advisors, Pres
RAR Hospitality, President, COO
Ravinia Capital Group, Managing Director
Real Estate Investor, Real Estate Investor
RealSource, CFO
Red Bell Partners, Managing Member
Red Hill Ventures, LLC, CFO
REdirect Consulting, Principal
REdirect Consulting, Director West Coast
REdirect Consulting, Director
REdirect Consulting, National Account Executive
REdirect Consulting, Marketing Manager
Regent West Corp, President & CTO
Resicap, LP, CFO
RevOZ Capital, CFO
Rialto Capital Management, Director
Richard Capital & Associates LLC, CFO & CCO
Rising Realty Partners, SVP, Portfolio Controller
Rising Realty Partners, EVP, Finance & Accounting
Risland US, CFO
RockFarmer Properties, Chief Operating Officer & Controller
RockStep Capital, President
Roth Capital, Managing Parnter
RRA Capital, CFO
RSE Capital Partners, Head of Business Development
RSE Capital Partners / Fundrise, VP / Head of West Coast Origin
RSM LLP, Partner
RSM US LLP, Senior Manager
RSM US LLP, Partner
RSM US LLP, Business Development
RSM US LLP, Director
RSM US LLP, Manager
RXR Realty, Fund Controller
RXR Realty, SVP & Fund Controller
RXR Realty, EVP - Director of Tax
Sable Investment Holdings, President
Sack Properties, Accounting Manager
Sage Realty Corporation, Chief Financial Officer
SC Property Development LLC, Chief Financial Officer
SCHRODERS, Head of Fund Administration
Sculptor Capital Management, Global Private Equity & Real Estate Controller
Sculptor Capital Management, Head of Real Estate Accounting
Setanta Development Capital, CEO
Seven Valleys LLC, CFO
Sherman Residential, Chief Operating Officer
Shopoff Realty Investments, L.P., Chief Financial Officer
Skeiron Real Estate LLC, Chief Financial Officer
Slate Property Group, Vice President, Legal Counsel
Sleiman Enterprises, EA
Slipstream Properties, Principal
Solution Property Group, Managing Director
Somera Capital, CFO
Sound West Realty Capital, Chief Operating Officer
South Bay Partners, Vice President of Finance/Accounting
SouthCoast, Chief Operating Officer
Spartan Investment Group, Director of Operaitons
Spartan Investment Group, CFO
Specialized Property Mgmt, VP of Finance
Square Mile Capital Management LLC, COO
Square Mile Capital Management LLC, Head of Finance
SRM Development, Principal - Real Estate Finance & Operations
SS&C, Associate Director
SS&C Technologies, Business Development Director
SS&C Technologies, Director, Business Development
SS&C Technologies Inc, Director
SS&C Technologies, Inc., Conferences & Events
SS&C Technologies, Inc., Associate Director
SS&C Technologies, Inc., Director
SS&C Technologies, Inc., Senior VP
Stabilis Capital Managment, COO and GC
Stelliger Real Estate Partners, Principal
Stockbridge Capital Group, CFO
StoneRiver Company, VP of Investments
Stos Partners, CFO
Strata Equity Group, Director of Finance
Strata Equity Group, COO
Strategic Capital, Managing Director
Streamline, CEO
Summit Healthcare REIT, Inc., CFO & COO
Summit Healthcare REIT, Inc., Controller
Sunstone Properties Trust, Director-Capital Markets
Sunstone Properties Trust, Chief Operating Officer
T2 Capital Management, LLC, COO
T5 Equity Partners LLC, Managing Director
TBG Visions Inc, CEO
Terra Capital Partners, Controller
Terra Capital Partners, Financial Reporting Director
Terra Capital Partners, LLC, CFO
The Bascom Group, LLC, SVP / Principal - Acquisitions
The Becker Organization, CFO
The Bendetti Company, CFO
The Bernstein Companies, Vice President & CFO
The Davis Companies, Chief Financial Officer
The John Buck Company, Senior Vice President – Finance & Accounting
The John Buck Company, CFO
The Meridian Group, Associate Vice President
The Panorama Group, Principal
The Prager Group, COO
The RADCO Companies, COO
The Ratkovich Company, Chief Operating Officer and General Counsel
The Roxborough Group, LLC, CFO
The Williamsburg Hotel, CFO
Thorofare Capital, Managing Director
Time Equities Inc, Senior Auditor
Time Equities Inc, SVP of Finance and Director of Financial Reporting
Tishman Speyer, Head of US Property and D&C Accounting
Toll Brothers, Inc., SVP, Finance, Int. Dev. & IR
Tower Investments, Senior Vice President & CFO
Transcendent Investment Management, Founder & CEO
Tricap Residential Group, EVP of Finance
Turnbridge Equities, CFO
Turnstone Capital Management, CFO & Partner
Tzadik Management, CFO
U.S. Realty Advisors, LLC, COO
Universe Holdings, COO
Urban Green Investments, Partner, Chief Operating Officer
Valcadian, Principal & Co-Founder
Value Partners, Managing Partner
Vanbarton Group LLC, Senior Vice President & Controller
Vanke USA, Assistant Vice President, Finance
Vatera Capital Management LLC, Managing Director
Veritas Investments, Inc., Chief Financial Officer
Virgo Investment Group LLC, Senior Vice President Finance
Virtus Real Estate Capital, Managing Director - Capital Development
Vista Hospitality Company, CEO
W Financial, CFO
Washington Holdings, EVP - Chief Financial Officer
Water Street Partners, Managing Partner
Watermark Equity Group, Director of Finance
Watermark Lodging Trust, Chief Accounting Officer
WC Smith, Vice President
West Point Partners, Managing Principal
Westcore Properties, Controller
Westport Capital Partners LLC, Controller
Westwood Financial LLC, Executive Vice President, Finance + Strategy
WHI Real Estate Partners L.P., Principal & Chief Operating Officer
Wicker Park Capital Management, CFO
Windsor Capital Group, Inc., CFO
Withum, Senior Manager
Withum, Principal
Withum, Marketing Coordinator
Withum, Partner, Team Leader, Real Estate Services Group
Withum, CMO
Woodbury Corporation, Treasurer
Worcester Investments, CFO
WSI Management LLC, Controller
Yardi, Industry Principal
Yardi, Event Coordinator
Yardi, Marketing Campaigns Specialist
Yardi, National Marketing Manager
Yardi Investment Management, Northeast Regional Director

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Event Contacts for Real Estate CFO & COO Virtual Forum


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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.

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