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Zach Aarons

Co-Founder and General Partner

Zach Aarons, co-author of PropTech 101, has been working at the intersection of real estate and venture capital for the past decade. Zach is the most active early-stage PropTech investor in the United States, having funded over 60 startups in the space as an individual as well as 40 startups (and counting) through MetaProp's venture capital funds. In addition to early-stage investing, Zach has worked on large scale mixed-use development projects in cities like Boston and Los Angeles with Millennium Partners. He has experience with real estate development, commercial asset management, property marketing, and commercial leasing. Prior to jo ... (view full description)

Andrew Ackerman

Managing Director

Andrew is recovering consultant turned serial entrepreneur, startup mentor and angel investor. He is the Managing Director of Dreamit UrbanTech, investing in Proptech and Construction Tech. Andrew has also written for Fortune, Forbes, Propmodo, CREtech, Builders Online, Architect Magazine, Multifamily Executive, AlleyWatch, Edsurge, The 74 Million, et. al.Andrew began his career at Booz & Co consulting on strategy and operations for Fortune 100 clients. After a brief stint at Kaplan helping transition their traditional classroom test prep services into online products, he then joined as COO/Head of Product whe ... (view full description)

Richard Ackerman

Sr Managing Partner
Big Rock Partners LLC

Mr. Ackerman founded and leads Big Rock Partners (BRP), a firm focused on development of Class A, new-generation senior housing rental communities designed to meet the higher standards of today´s more demanding residents and institutional investors.   Over his 35-year career, Mr. Ackerman has acquired, developed, financed and operated senior housing and commercial real estate assets of 15 million square feet, valued in excess of $3 billion. He formed BRP in 2004 as an opportunistic real estate investment firm that has since invested in ... (view full description)

Richard Acosta

Inception REIT, Inc.

Richard Acosta is a co-founder, Chief Executive Officer and a member of the board of directors of Inception REIT, Inc.  Mr. Acosta is also a co-founder and member of the board of directors of Subversive Real Estate Acquisition REIT LP (NEO: SVX.U).  Mr. Acosta is an experienced real estate executive and private equity investor with nearly 20 years of real estate investment and portfolio management experience across various commercial real estate asset types and investment structures, having originated, underwritten or managed over $9 billion worth of direct real estate assets and real estate operating company investments.  Prior to forming Inception REIT in 2018, he served as Chi ... (view full description)

Inaas Arabi

Vice President of Single Family (Industry Principal)
RealPage Inc.

Inaas Arabi joined RealPage in 2019 to lead the single-family division, bringing many years of single-family property management experience from managing start-ups to 10,000+ unit portfolios. As a former Propertyware customer and VP of Rental Property Management over a large multi-state portfolio, he gained an in-depth understanding of Propertyware and Consumer Solutions. His goal is to serve as the voice of the customer and develop new, innovative ways to help property managers attain profitability and growth.

Candice Beaumont

L Investments

Candice Beaumont is Managing Director & Chief Investment Officer who runs L Investments, a single family office with a vast portfolio of public and private equity.  She oversees all capital allocation decisions for the internal fund of funds as well as the direct investment portfolio.  The direct investment portfolio has had a focus on commodities and alternative energy.  She is also a strategic advisor to Genoil Inc, ( an emerging heavy oil technology and portfolio company of L Investments.  Candice is as an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth.  Ms. Be ... (view full description)

Jeffrey Berman

General Partner
Camber Creek

Jeffrey Berman is a General Partner at Camber Creek.  Jeffrey runs Camber Creek’s New York office where he sources deal flow, leads the due diligence, makes investment decisions and coordinates customer acquisition, retention and marketing strategies for Camber Creek’s portfolio companies. In addition to coordinating investments, Jeffrey is a current or past board member of numerous Camber Creek portfolio companies. Jeffrey brings close to two decades of executive experience in the real estate industry. He received a BA from New York University’s Stern School of Business.

Condola Brivitte

Senior Manager
Ernst & Young

Condola has more than ten years of experience in public accounting serving audit and financial accounting advisory clients in a variety of industries with numerous accounting and financial reporting matters. Condola spent 4 years in the external audit practice serving primarily publicly listed companies in various industries, privately held broker dealers, hedge funds, and other asset management entities. She transitioned to the EY FAAS practice in May 2014. Her primary focus within FAAS has been on transactions, especially special purpose acquisition company (“SPAC”) mergers as well as on fi ... (view full description)

David Bukzin

Vice Chairman
Marcum LLP

David C. Bukzin is vice chairman of Marcum LLP and leader of the Firm’s National SEC Services practice. He also serves as Office Managing Partner of the Firm’s Worldwide Headquarters in New York City. Mr. Bukzin has more than 20 years of experience advising clients on SEC policies, practices and procedures and has an in-depth knowledge of the finance and management of closely-held businesses. He is also very active in the Firm’s specialized SEC practice area for SPACs (Specialized Purpose Acquisition Corporation). Mr. Bukzin founded and spearheads several of the Firm’s practice areas. As SEC and Cannabis Services Industry leader, he has assiste ... (view full description)

Jeff Buzen

Partner - M&A
McGill and Partners

Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and bespoke contingent liability insurance solutions. Throughout his career Jeff has focused on the implementation of transactional insurance solutions in less traditional ways, including as it relates to take-private transactions, distressed transactions and SPAC transactions.Prior to joining McGill and Partners in July 2020, Jeff worked for Aon’s M&A and Trans ... (view full description)

Matt Cianci


Vikram Devanga

Cohn Reznick

Vikram Devanga is a principal in CohnReznick’s Transactional Advisory Services Practice. He has over 20 years of diversified public accounting experience with an extensive background in helping strategic and financial buyers make informed decisions through the entire lifecycle of a transaction, including providing pre-deal and post-deal advice. He works with clients in a wide range of industries, including construction, auto components, life sciences, retail and consumer products.Vikram has extensive expertise in both buy- and sell-side due diligence. He has advised busines ... (view full description)

Matt Ehrlichman

Porch Group

Matt Ehrlichman is CEO, Chairman, and founder of Porch Group, a Seattle-based vertical software platform for the home. Porch’s mission is to help home services companies grow and through these relationships to help make the home simple, from moving to maintenance and everything in between. Prior to founding Porch, Matt created his first technology startup, Thriva, in his dorm room at Stanford University, where he also received his Bachelor of Science in Entrepreneurial Engineering and Master of Science in Management Sc ... (view full description)

Mark Farrell

Managing Director
Thayer Ventures

Mark is a Managing Director and Co-Founder of Thayer Ventures – a technology investment firm focused on the travel and transportation industry.  Mark serves as the Co-Chief Executive Officer and Chief Financial Officer of Thayer Ventures Acquisition Corporation, a $172.5m SPAC that went public in December 2020.Prior to Thayer Ventures, Mark was a Vice President at Thomas Weisel Partners, and practiced law at Wilson Sonsini Goodrich & Rosati where he represented venture capital firms and technology companies in private financings and M&A transactions. ... (view full description)

Jake Fingert

General Partner
Camber Creek

Jake Fingert is a General Partner at Camber Creek. He coordinates all aspects of Camber Creek’s operations and portfolio management. Jake leads the due diligence process for potential investments, makes investment decisions and participates in the management of portfolio companies. Jake is a current board member of Measurabl, Nestio, Bowery Valuations, WhyHotel and Rabbet. Jake was previously appointed by President Obama as a Senior Policy Advisor on the National Economic Council at the White House, and before that was a Senior Advisor to the GSA Administrator. In both roles Jake identified new investments and managed operations for the Federal Government’s infrastructure and real estate por ... (view full description)

Brian Friedman

Friedman Capital

Mr. Friedman founded Friedman Capital in 2010 and leads the firm's Real Estate investing practice.   A seasoned real estate developer and investor, Mr. Friedman is also a co-founder and Managing Partner of Foxhall Partners, a commercial real estate firm that specializes in opportunistic, value-added, and core-plus equity and participating debt investments in the Washington, D.C. metropolitan area, with a primary focus on urban and infill neighborhoods.   Previously, Mr. Friedman was a Vice President and the Chief Investment Officer at First Management Group (FMG), a Maryland-based Pension fund advisory and real estate asset management, development and private equity f ... (view full description)

Eric Gomberg

Head of SPAC Banking
Odeon Capital Group LLC

Eric Gomberg is the Head of SPAC Investment Banking at Odeon Capital Group, a New York headquartered boutique investment bank. He joined the firm in 2019 and has quickly built a strong practice, underwriting a dozen SPACs over the last 9 months, and actively advises both sponsors and target companies on their business combinations. Prior to Odeon, Eric spent over a decade on the buyside working at value and special-situation-focused hedge funds, including Obrem Capital and Dane Capital Management, which he founded in 2014 and where he actively analyzed and invested in SPAC business combinations. Before moving to the buyside, Eric spent a decade as an equity research analyst ... (view full description)

Christian Goode

Co-founder and Chief Executive Officer
Ivory Gaming Group

Aaron Halfacre


Mr. Halfacre is charged with crafting company-wide strategy and accelerating business growth at Modiv Inc. With his long track record of institutional-grade investing, he has sparked a new vision and direction for Modiv that prioritizes responsible stewardship, innovation and purposeful growth. A seasoned executive with over 25 years in the industry, he has been involved with over $12 billion of capital markets transactions and previously held positions including President at RealtyMogul, President and CIO of Campus Crest, and senior leadership roles at Cole Real Estate Investments, BlackRock and Green Street Advisors. Mr. Halfacre is a Chartered Financial Analyst (CFA) and Chart ... (view full description)

Thomas Haug

CEO & Managing Member
Aspen Tree Advisory

Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings on behalf of his clients. Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family o ... (view full description)

Thomas Hennessy

Co-Chief Executive Officer & President
PropTech Investment Corporation II

Thomas D. Hennessy serves as Co-Chief Executive Officer, President and a director of PropTech Investment Corporation II, or PTIC, a special purpose acquisition company targeting businesses in the real estate technology industry. From July 2019 to December 2020, he served as Co-Chief Executive Officer and President of PropTech Acquisition Corporation, or PTAC, a special purpose acquisition company which in December 2020 closed  an initial business combination with, Inc. and is now known as Porch Group, Inc. (NASDAQ: PRCH), or Porch, a leading software and services platform for the home inspection and home service ind ... (view full description)

Priya Huskins

Senior Vice President & Partner
Woodruff-Sawyer & Co., Inc.

Priya Cherian Huskins is a recognized expert in D&O liability risk and its mitigation. In addition to consulting on D&O insurance matters, she counsels clients on corporate governance, including ways to reduce their exposure to shareholder lawsuits and regulatory investigations. Priya is a frequent speaker on D&O issues and a regular guest lecturer at Stanford's Directors' College. She has appeared on CNBC and been quoted in publications ranging from the Wall Street Journal to Inc. Magazine. She is also the author of the D&O Notebook, a blog that analyzes and summarizes issues as they arise in the areas of D&O liability, insurance an ... (view full description)

Paul Kang

President & CIO
Alta Capital Group

  Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York.  He also served as CEO of AltaCap Group focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco.  He began his career as a brand manager at Procter & Gamble in Cincinnati.   Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia.  He has also served for over 15 years on investment committees ranging from $50 million to $50 billion.  He received his AB in mathematics from Harvard and his MBA f ... (view full description)

Annie Koutsavgousti

Deutsche Bank

Christopher Langford

IDEA Fund Partners

Yen Lee

Chief Strategy Officer
JLL Technologies

Yen has led innovation and profitable growth at startup, growth-stage, and public companies. Prior to JLL/T, he was the Chief Growth Officer at Ebates (Rakuten), where he led strategic growth initiatives that resulted in over $2B in annual retail sales. In addition, he was the Co-Founder and CEO of Uptake (Groupon), General Manager of Travel at Yahoo!, a co-founder of CitySearch SF (TicketMaster), and at McKinsey. He currently co-hosts a CTO group in Vancouver, serves as a CEO/CTO coach, and chairs the C100 Growth & Startup Committees.

Mark Levinson

Chair, Bus. Trans. & Finance
Carlton Fields

My clients have sought practical and substantive guidance from me for 39 years. I listen to my clients to understand their goals and develop practical strategies and solutions to engender their confidence in the process to achieve their objectives.  I work with other transaction parties, be the assignment transactional or litigation oriented, in a cooperative fashion. I have counselled many clients through business distress situations drawing practical insights from my own business background and years of experience to drive parties to where agreement resides. This background has been particularly critical during the COVID pandemic as business either struggled or discovered significant busin ... (view full description)

Michael Liebowitz

Chief Executive Officer and Director
New Beginning Acquisition Corp

Brad Markoff

Carlton Fields

Brad Markoff focuses his practice on capital markets and complex financing transactions. He represents private and public companies, partnerships, and funds in a variety of U.S.-based domestic and Asian-based cross-border capital markets transactions, including capital raising in private offerings and IPOs, secondary offerings of debt and equity, mergers Brad Markoff focuses his practice on capital markets and complex financing transactions. He represents private and public companies, partnerships, and funds in a variety of U.S.-based domestic and Asian-based cross-border capital markets transactions, including capital raising in private offerings and IPOs, secondary offerings of ... (view full description)

Garth Mitchell


Garth Mitchell is the Chief Financial Officer at Latch. He leads all financial, accounting, and investor relations across the organization. With more than a decade of investment banking, corporate finance, and technology investing experience, Garth has a diverse background and a deep strategic understanding of what it takes to scale a company to ensure long-lasting growth. ‍ At Latch, Garth has overseen the development and actualization of the modularity of the LatchOS ecosystem, creating pricing and strategies to best serve our customers and drive return for shareholders. He has also been a critical part of helping organize internal operations to focus on new revenue streams and ... (view full description)

Vik Mittal

PM & Principal
Glazer Capital Management

Evan Ratner

SPAC Portfolio Manager
Easterly Alternatives

Jay Ritter

Joseph Cordell Eminent Scholar
University of Florida’s Warrington College of Business

Since 1996, Jay R. Ritter has served as the Joseph Cordell Eminent Scholar at the University of Florida’s Warrington College of Business. He has previously taught at the University of Pennsylvania's Wharton School, the University of Michigan, the University of Illinois at Urbana-Champaign, and M.I.T.'s Sloan School of Management. Jay is best known for his articles concerning equity issuance, especially initial public offerings, and is frequently referred to as “Mr. IPO.” He has over 47,000 citations on Google Scholar. Jay has served as a Director of the American Finance Associa ... (view full description)

Josh Roach

Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments

Cody Slach

Managing Director
Gateway Investor Relations

Cody has over 15years of experience in investor relations, financial communications and corporate finance. He joined Gateway in 2008 and has managed 75+ client campaigns, providing strategic counsel on a wide range of corporate matters, including M&A transactions, equity and debt financings, shareholder activism and other crisis situations. He also leads the firm’s SPAC practice where he has been a leading voice to 25+ sponsors and target company management teams during the de-SPAC period.Cody earned his BS in finance from the Marshall School of Business at the Universi ... (view full description)

Mark Solovy

Managing Director, Technology Finance Group
Monroe Capital

Mr. Solovy is a Managing Director of Monroe Capital, an asset manager with approximately $9.1 billion in assets under management. Mr. Solovy is responsible for co-leading relationship sourcing and the origination of Monroe’s investments within the software, technology and tech-enabled services industries. He is also the primary investment professional responsible for Monroe’s co-sponsorship and PIPE investment activities with a series of technology focused SPACs. Mr. Solovy has over 20 years of private equity, venture capital, and investment banking experience. Prior to Monroe, Mr. Solovy was a Managing Director in the Palo Alto and Chicago offices of Hercules Technology Growth C ... (view full description)

Jonathan Talcott

Partner and Co-Chair of Securities Practice Group
Nelson Mullins Riley & Scarborough LLP

Jon Talcott currently chairs the securities practice. He has previously chaired the corporate and transactional group and served as managing partner of the Washington, D.C. office. Experience Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter. Experience • Counsels financial services companies, including banks, thrifts, mortgage companies, mortgage REITs, business development companies, investment banks, and financial technology companies • Practice focuses on mergers and acquisitions and se ... (view full description)

Andy Tucker

Nelson Mullins

David Weiden

Founding Partner
Khosla Ventures

David Weiden is a co-founder and Managing Director at Khosla Ventures, a $5b venture capital firm based in Silicon Valley.  David focuses on Internet, enterprise, financial services and real estate technology investments.  He has invested in and helped guide as a board member a number of companies through successful IPOs including Okta, Opendoor and RingCentral. David has been recognized by Fortune and Forbes as one of the top technology investors.Prior to joining Khosla Ventures, David worked as an entrepreneur at companies acquired by AT&T and Microsoft.  Previously, while at Morgan Sta ... (view full description)

Margaret Whelan

Founder & CEO
Whelan Advisory Capital Markets

Whelan Advisory Capital Markets (“WACM”) is a woman-owned boutique investment bank and broker dealer focused on M&A and capital raising advisory exclusively for the residential housing and construction industry. As a trusted advisor, Margaret founded the firm in 2014 to offer a tailored and transparent approach to investment banking and a high level of service to her clients. Having advised clients in successful transactions representing more than $30 billion in capital raised over the last 25 years, she is an industry expert leveraging deep knowledge of relevant drivers, market players, current valuation and financing alternatives. Clients choose and return to WACM because M ... (view full description)
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Event Contacts for PropTech & Real Estate SPACs Virtual Forum


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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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