This is a past event. To see the list of our current events, please click  HERE
10:00 AM - 10:45 AM Eastern Time
LP Roundtable: Raising Capital During COVID-19

During this invite-only roundtable you'll hear from top institutional LPs on their 2020 investment strategy and how it's changed over the last nine months. While this year has made it difficult to forge new relationships, LPs have adjusted their approach to fundraising in our new virtual world and will share best practices and lessons learned on capital allocation. 

Brandon Sedloff

Managing Director
Juniper Square

Drew Ierardi

Managing Director, Investments
Exelon Corporation

Judy McMahan

Portfolio Manager Real Assets
UPS Investments
10:45 AM - 11:30 AM Eastern Time
Crystal Balling the Future: Large Fund Perspectives
  • How are you thinking about deals in the current climate? Is now a good time to invest? Which asset types, deal structures and markets are you targeting?
  • What is your view on a ‘new normal’ with regards to remote working and the need for certain CRE asset types?  How do you view this on a market-market basis?
  • Where are you putting capital and what do you envisage with regards to deal volume in 2021?
  • How did you adjust your strategy as a result of the pandemic and how will this change given the election results and where we are in our recovery from the global health crisis?
  • Are you targeting distressed CRE through your fund?  What is most attractive?
  • What returns are you targeting and how are you setting your investors’ expectations? What risks are you willing to take in order to achieve these returns? How are you avoiding compounding risks in this climate?
  • Are you making direct investments into Tech companies or VC firms focused on CRE?
  • Rent affordability: How to achieve attractive risk-adjusted returns while maintaining safe rent to income ratios / deep demand from residents?
  • What do you see as the greatest challenges for CRE investment in 2021?

Alvin Katz

Katten Muchin Rosenman LLP

Jay Glaubach

Ares Management

Lauren Hochfelder Silverman

Managing Director Deputy CIO - MSREI and Head of Americas - MSREI
Morgan Stanley

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Perry Pinto

Walton Street Capital, LLC
11:35 AM - 12:15 PM Track A
National & Global Macroeconomic Outlook: What are the Implications for CRE?
  • Impact of COVID-19 on commercial real estate investment strategy, financing and operations
  • Tax policy, low interest rates, health policy – which regulatory developments will make the biggest waves for CRE?
  • Trade standoffs, geopolitical uncertainty and a pivotal election – what is the fallout?
  • Employment volatility and associated implications for rent payments etc.
  • Increasing frequency of natural disasters – how is climate change impacting CRE?
  • Foreign investment trends into US CRE
  • Which asset classes will face the biggest headwinds in 2021 and which sectors, and markets are primed for the quickest recovery?


Devan Popat

Katten Muchin Rosenman LLP

Alan Todd

Managing Director, Head of U.S. CMBS Strategy
BofA Global Research

Aaron Greeno

Partner, Head of West Coast
Dune Real Estate Partners

Peter Ciganik

Managing Director
GTIS Partners

Thomas Errath

Managing Director
Harrison Street
11:35 AM - 12:15 PM Track B
Lender Insights on an Extraordinary Year & Beyond
  • Who is providing senior debt for to the CRE market in this environment?  Updates on banks and life companies.
  • What next for mezzanine debt, preferred equity, bridge loans & other types of junior debt?
  • Deal types and conservative vs aggressive approaches
  • What has been the biggest challenge for your lending business and your clients in the past year?
  • How has transaction volume been impacted and what do you predict for 2021?
  • What are your go/no-go markets and assets today? How active are you in secondary and tertiary markets? Niche asset classes? Has there been a shift in your thinking in the past 12 months?
  • How are you approaching distressed opportunities?
  • Any changes to the type of borrower/deal you prefer? What equity must borrowers put in?
  • How has the way you interact with your borrowers changed?
  • How are you viewing construction loans, mezzanine finance, preferred equity?
  • Update on CMBS and CLOs - where’s this heading in 2021?

Andrew Auerbach

Bryan Cave

Chris Niederpruem

Managing Director & Group Head of Real Estate Finance
CIT Bank

Michael Zysman

Managing Principal
City Bay Capital LLC

Dan Katz

Managing Director
Colony Capital, Inc.

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Vicky Schiff

Managing Director
JP2 Partners
12:20 PM - 1:00 PM Eastern Time
2021 Outlook & Beyond: How to Thrive and Grow Business During Difficult Times
  • Impact of COVID on CRE: challenges, opportunities, trade-offs, outcomes
  • How are you thinking about investing in 2021. What assets are you targeting and why?
  • What are some key trends expected to shape the industry in the years to come?
  • What strategies have you implemented to stay successful during these trying times? Anything you’ll carry over once things start to go back to “normal”?
  • How, if at all, have you leveraged technology partners to increase efficiencies and growth?
  • How are you meeting the reporting and transparency needs of your investors? What are some unique challenges you faced these past 9 months?
  • Tips you can share with the audience

Melissa Houston

Head of Sales
Juniper Square

Robert Bollhoffer

Managing Principal
29th Street Capital

Susie Charendoff

Head of Investor Relations
Antheus Capital

Richard Hurd

Chief Investment Officer
Waterton Associates
1:00 PM - 1:25 PM Eastern Time
Networking Break & Hosted Interactive Roundtable Discussions

Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!

Visit the Appfolio booth for a discussion on How to Leverage Technology to Impress Investors and Streamline Fundraising

Visit the Freedom Financial Funds booth for a discussion on How to Make Sensible Investments in a Senseless Economy

Visit the Starcity booth for a discussion on Coliving During COVID 

Visit the Withum booth for a discussion on Protecting Your Assets and Investments in an Increasingly Cyber World

1:25 PM - 1:35 PM Track A
New CARES Act Tax Credits & Real Estate 5G Technology $ Revenue Generating Strategies
  • Master Class Playbook to understand and implement enhanced Stimulus Plan offerings now
  • Maximize 100% Bonus Depreciation, NOL carryback, immediate refund cashflow generators
  • Learn how to Lease your Rooftops with 5G Antennas -- Revenue Through the Roof!

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc
1:25 PM - 1:35 PM Track B
The COVID-19 Impact Upon Real Estate Activity And A Path To Recovery
  • Activity across the real estate asset class reduced during 2020, with fundraising and deal activity reduced: we will look more closely at AUM, Dry Powder, Fundraising and Deal Activity
  • Despite the hit to activity in 2020, there are reasons to be positive for the future
  • Can those sectors hit hardest recover?
  • Which are the strategies that might deliver the strongest returns?

David Lowery

Head of Research Insights
1:35 PM - 2:15 PM Track A
Launching a Fund in Today’s Climate vs. Taking the Deal-by-Deal Approach
  • What (dis)advantages do the different approaches offer in the current uncertain economic environment?  Deal-by-deal vs. fund vs. hybrid investment models
  • How do your investment strategy and target asset classes factor into the decision?
  • Costs, fees, timeframes and return potentials
  • Fund structure and tax considerations
  • Fundraising and financing in today’s distressed environment
  • Compliance/governance/fund administration
  • Deal-by-deal as a stepping stone vs. primary investment model
  • Targeting distressed real estate – why now?
  • Exit strategies

Matthew Ertman

Allen Matkins Leck Gamble Mallory & Natsis LLP

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Jonathan Needell

President & Chief Investment Officer
Kairos Investment Management Company

Mark Schlossberg

Managing Principal
Southwest Value Partners

Heather Turner

CEO & Co-Founder
Tamarack Capital Partners

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.
1:35 PM - 2:15 PM Track B
Using Technology to Improve Efficiency & Returns
  • Update on the key disruptive technologies in CRE
  • How can leaders help their teams deploy new technologies in a safe-to-fail environment?
  • What are the next big tech innovations on the horizon that will change the CRE status quo?
  • Utilizing data to make qualified investment decisions
  • Using technology to cut costs and control expenditure at a property level
  • Streamlining and improving internal processes

Naseem Wenzel

CohnReznick Advisory

Ryan Phillips

VP of Sales
Appfolio Investment Management

Barbara Rea

Arden Group

Vivek Kartha


Chris Barbier

Senior Director
Yardi Systems
2:30 PM - 3:10 PM Track A
Meeting the Challenges of Fund Administration, Investor Reporting & Transparency
  • How are fund managers meeting the increasingly complex reporting requirements of LPs accurately, timely and with the necessary transparency?
  • What information do LPs actually want, how and how often?
  • What challenges do fund managers face in providing this information?
  • Investment committee, compliance/risk or operations - which department should be responsible for transparency? Should your fund administrator be responsible?
  • What are your processes for ensuring compliance with the SEC and IRS reporting requirements?
  • What should fund managers look for in a third party fund administrator?
  • How did you determine which fund admin duties to outsource vs. do in-house?
  • What technology are you investing in to enhance fund admin systems/processes?

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Kelly Blair

Chief Financial Officer
Mark IV Capital

Daniel Kaplan


Vittoria Reimers

VP of Investor Services
Juniper Square

Graham McConnell

Nth Round

Jeff Bush

Standish Real Estate
2:30 PM - 3:10 PM Track B
Family Office & High-Net-Worth (HNW) Perspective 2021
  • Any recent shifts in your CRE investment strategy/allocation? What will have the biggest impact on your CRE strategy and capital deployment this year?
  • Where and in what are you focusing on? Debt? Private equity for real estate? How are you viewing specialized investment strategies?
  • Direct vs. JV vs. funds – what is your preferred investment model?
  • How can fund managers make their offerings more attractive to family offices, particularly in the current climate? What structures/assets are being favored? What are common must-have features? Buy or deny criteria? What alignment of interest are you looking for?
  • How much of a percent of the fund would you invest in? How much capital do you expect GPs to put in?

Alain R’bibo

Allen Matkins

Adi Divgi

Senior Advisor
EA Global LLC

Jason Illoulian


CJ Follini

Managing Principal
Noyack Capital

James Solomon

Ravinia Capital Group
3:25 PM - 4:05 PM Track A
The View from 1000 Feet: State of the Industry & Fund Market Expectations for 2021
  • How aggressive are you being in this environment?  Are you keeping your powder dry?
  • Where are the opportunities for investment going to be in the coming year?  Which asset classes and regional markets are most attractive?
  • Analyzing a shifting supply/demand balance across sectors and geographies
  • How have valuations changed in the past 9 months and where do you see them moving forward?
  • How is PropTech changing the CRE market? Who is investing and how? What are the game changers and what do you feel is a bit premature?
  • How have deal terms changed since the start of the pandemic and where do you see them going?
  • What will deal flow look like in 2021?  What innovation in structures will we see to push deals through in this climate?
  • Which fund structures are popular today? Anything new and/or notable?
  • Who were the winners and losers in attracting capital in 2020 during a tough year? What is current LP sentiment?
  • What has been the direct/indirect impact of recent natural disasters on CRE investment?

Ronald Kaplan

Partner, CRE Industry Practice Leader
CohnReznick LLP

Robin Potts

Co-Head of Real Estate Investments, Director of Acquisitions
Canyon Partners Real Estate LLC

Doug Faron

Managing Partner
Shoreham Capital

Andrew Gindy

Walton Street Capital LLC

Sean Armstrong

Managing Principal
Westport Capital Partners LLC
3:25 PM - 4:05 PM Track B
Investment Strategies to Find Value in 2021: Core vs. Value Added vs. Opportunistic vs. Debt
  • What are core/value added/opportunistic investment strategies in today’s climate? What are realistic returns? What is the availability of deals? How much growth is left?
  • How are fund managers adding value to assets? How can LPs effectively evaluate value added investment strategies?
  • Are some stabilized assets more risky than opportunistic assets in certain markets in the current environment? How to determine risk?
  • What is the financing climate like for the different investment classes?
  • What are your asset underwriting strategies? What pillars do you look for before you take a position on an asset? What do LPs need to understand about underwriting processes?
  • How can LPs navigate the different investment strategies and risk factors in this climate?
  • What is the capital raising environment for core/value added/opportunistic/debt funds? Which investment strategies are gaining/losing favor?

Mike Sebastian

Industry Principal
Appfolio Investment Management

John Gottfried

Acadia Realty Trust

Dara Friedman

Managing Director

Dan Rosenbloom

Managing Director, Head of Investments

Marc Davidson

Managing Director and Portfolio Manager
AEW Capital Management, L.P.
4:05 PM - 4:30 PM Eastern Time
Networking Break & Hosted Interactive Roundtable Discussions

Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!

Visit the CohnReznick booth for a discussion on COVID-19 Valuation Implications and Forecasting Strategies

Visit the EisnerAmper booth for a discussion on Tech Innovation and Efficiency for Real Estate Funds

Visit the Nth Round booth for a discussion on Engaging With Investors in 2021

Visit the Yardi booth for a discussion on Providing Transparency to Investors

4:30 PM - 5:10 PM Track A
Diversifying Your Portfolio Through Alternative Investments & Opportunities in Niche Asset Classes
  • Overview of the most attractive niche asset classes in this environment
  • Which sectors provide the most promising yields?
  • How important is portfolio diversification as a form of risk management?
  • What risks need to be considered when investing in niche opportunities, themselves?
  • Do these alternatives lend themselves better to short or long term investments?

Brian Lovett

Partner, Team Leader, Real Estate Services Group

Christian Dalzell

Co-Founder & Managing Partner
Counter Management LLC

Stan Kafka

Freedom Financial Funds, LLC

Paul Moore

Founder & Managing Director
Wellings Capital Management, LLC

Richard O'Brien

President & CEO
Athena Real Estate, LLC
4:30 PM - 5:10 PM Track B
Distressed Opportunities in the Hospitality Sector
  • What will the recovery look like for different hotel property types?  Independents, brands, luxury, motels, resorts etc.
  • What strategies are investors and lenders employing to find value in this environment?
  • Which capital sources are most attractive right now for owners?
  • How are terms changing for preferred equity, senior and mezzanine debt?
  • Identifying and evaluating value-add opportunities in the hospitality sector
  • How will short-term rentals impact the hotel industry moving forward?
  • An update on hotel development and supply vs. demand dynamics in urban vs. suburban geos
  • How has the health crisis changed the way hotels are going to be designed?
  • What tech are you investing in and why? How do you anticipate tech will further impact how hotels do business in the next 2-3 years?

Daniel Weede

Carlton Fields

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Bleecker Seaman

Broadshore Capital Partners

Brian de Lowe

Co Founder / President
Proper Hospitality
5:25 PM - 6:05 AM Track A
Multifamily Market Drivers & Trends
  • Is multifamily still the safest asset class to invest in? Is it sustainable or past its investment prime? How are LPs/lenders viewing multifamily and its sub-types today?
  • Where are the deals today? What value-adds/amenities are key for multifamily developments?
  • Housing shortage & rent control - what does this mean for value add investors/developers? Are there incentives for multifamily developers to expand into affordable and workforce housing?
  • Fannie and Freddie restructuring and impact on multifamily
  • What has been the impact of the single family home rental market on traditional apartments?

Kenneth Weissenberg


Jonathan Epstein

Managing Partner

Jason Danley

Peak Capital Partners

Jon Dishotsky

CEO & Co-Founder

Zain Jaffer

Zain Ventures
5:25 PM - 6:05 PM Track B
Solutions for Attracting Capital in Uncertain Times
  • Lessons learned raising capital in an unprecedented, difficult year
  • Seed funds and their structure
  • Early investor incentives -  reduced fees, carried interest, participation in GP
  • What’s the latest with fees and promotes?
  • Update on foreign capital
  • Fee waivers to satisfy operator capital requirements and align interests – contingent profits interests and incentive fees
  • Construction, acquisition and property management fee benchmarks
  • Disclosure standardization and transparency - templates, terminologies and metrics

Jonathan Glick

Managing Director
Incubation Capital Partners LLC

Brad Markoff

Carlton Fields

P.J. Yeatman

Managing Partner
Corten Real Estate Partners

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

Jeff Cline

Executive Director & Principal
SVN | SFRhub Advisors
6:10 PM - 7:00 PM Eastern Time
Women in CRE – An Interactive Roundtable: Forging a Path to Success

Our panel of senior female executives, representing different fields within the CRE industry, will discuss their routes to their current positions. They share the challenges they overcame along the way and will offer invaluable insights into how to get ahead in a highly competitive and male-dominated industry. The session is intended to be interactive and all participants are encouraged to be actively involved in the conversation. Come prepared to share experiences and insights that will benefit your colleagues in the audience.

Open to All Women Registrants (Pre-Registration Recommended.) To register and to submit topics for discussion, please email  Submitted topics will be anonymous.

Stephanie Matz

Buhl Investors

Emily Butler

CohnReznick LLP
6:10 PM - 7:00 PM Eastern Time
Networking Meet-Up Powered by Meetaway

IMN is excited to be able to offer all of our REPE Virtual attendees a unique opportunity to network with their fellow event & industry participants via a series of one-on-one video calls, powered by Meetaway. Over 50 minutes, attendees will join a series of spontaneous 5-minute calls with their selected matches, based on their desired match objectives and attendee profiles.

No prior preparation is required; these informal, on-the-fly calls serve as a means to making meaningful connections and engaging with the CRE industry. At the conclusion of the matchmaking event, attendees will have the option to share their contact information with one another to further their conversations and stay connected.

Registration will be made available through the virtual event platform and communicated to all conference attendees in advance.

7:00 PM - 7:00 PM Eastern Time
Virtual Forum Concludes
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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for Real Estate Private Equity Funds Virtual Forum


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

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

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

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