Privacy Policy

Effective Date: July 2026

Lead-Lag Publishing, LLC, together with its affiliated business Lead-Lag Media (collectively, “Lead-Lag Publishing,” “Lead-Lag Media,” the “Company,” “we,” “us,” or “our”), respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard information in connection with your use of leadlagreport.com, the Lead-Lag Report newsletter, the Lead-Lag Live podcast and video content, our webinars and events, our advisor and sponsor programs, and any related services (collectively, the “Service”). This Privacy Policy should be read together with our Terms of Service. By using the Service, you consent to the data practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following categories:

(a) Information You Provide Directly. This includes your name, email address, mailing address, and phone number when you subscribe to the newsletter, register for an account, register for a webinar or event, contact us, submit comments, or otherwise communicate with us; payment and billing information (such as billing name, billing address, and payment card details) when you purchase a paid subscription, which is collected and processed by our third-party payment processor, Stripe, and is not stored directly on our servers; and professional information, such as your firm name, job title, and, where applicable to advisor-facing programs, your CRD number or other professional identifiers, when you participate in advisor or institutional programs operated through Lead-Lag Media.

(b) Information Collected Automatically. When you access the Service, we and our service providers automatically collect certain information through cookies, web beacons, pixels, and similar tracking technologies, including your IP address, browser type and version, device identifiers, operating system, referring and exit pages, pages viewed, links clicked, the dates and times of your visits, and general geographic location inferred from your IP address. With respect to emails we send, we and our email service providers collect information regarding whether and when you open an email and which links within the email you click, which we use to measure engagement and improve our content.

(c) Information from Third Parties. We may receive information about you from third-party sources, including social media platforms (if you interact with our content there), event co-hosts or webinar partners, advisor-matching or introduction programs in which you participate, and publicly available sources.

2. Cookies and Similar Technologies

We use cookies and similar tracking technologies to operate and improve the Service, remember your preferences, understand how visitors use the Service, and, in some cases, support advertising and sponsor-attribution measurement. These may include: (i) strictly necessary cookies required for the Service to function, such as those maintaining your logged-in session; (ii) analytics cookies that help us understand aggregate usage patterns; and (iii) marketing or attribution cookies, including those used by our email delivery and social media distribution providers, that help us measure the effectiveness of our content and any sponsor placements. You can control cookies through your browser settings; however, disabling certain cookies may limit your ability to use some features of the Service.

3. How We Use Your Information

We use the information we collect to: provide, operate, and maintain the Service, including delivering the newsletter content and other communications you have requested; process and manage your subscription, including billing, renewals, and cancellations; communicate with you regarding your account, transactional matters, customer support requests, and, where you have not opted out, promotional or editorial content; personalize and improve the Service, including analyzing which content and features are most used or valued; operate advisor, sponsor, and institutional programs, including facilitating introductions where you have elected to participate; detect, investigate, and prevent fraudulent, unauthorized, or illegal activity and enforce our Terms of Service; comply with our legal obligations, including tax, accounting, and recordkeeping requirements; and, where legally required, obtain your consent for specific processing activities.

4. How We Share Your Information

We do not sell your personal information to third parties for monetary consideration in the ordinary course of business. We may share your information as follows:

(a) Service Providers. We share information with third-party vendors who perform services on our behalf, including website hosting and content management (Ghost), payment processing (Stripe), email delivery and marketing automation, email address verification and deliverability services, social media scheduling and distribution tools, video conferencing and webinar platforms, and customer relationship management tools. These service providers are contractually restricted from using your information for any purpose other than providing services to us.

(b) Sponsors and Advertisers. We do not share your individually identifiable personal contact information with Sponsors or advertisers without your explicit, affirmative consent (for example, if you affirmatively opt in to receive information from a specific Sponsor, or if you voluntarily register for a Sponsor-hosted webinar through our Service). Where sponsored content is distributed through the newsletter, the Sponsor generally has no access to your individual subscriber data; aggregate, de-identified engagement metrics may be shared with Sponsors for reporting purposes.

(c) Advisor and Institutional Programs. If you voluntarily participate in an advisor-introduction or sponsor-facilitated matching program operated through Lead-Lag Media, your professional contact and firm information may be shared with the relevant counterparties (such as the asset manager or advisor you are being introduced to) as necessary to facilitate that introduction, consistent with the specific program terms presented to you at the time of enrollment.

(d) Business Transfers. If we are involved in a merger, acquisition, financing, reorganization, or sale of all or a portion of our business or assets, your information may be transferred as part of that transaction, subject to standard confidentiality protections.

(e) Legal Requirements. We may disclose your information where required to comply with applicable law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of the Company, our subscribers, or the public.

(f) With Your Consent. We may share your information for any other purpose disclosed to you at the time of collection or with your consent.

5. Data Retention

We retain personal information for as long as necessary to provide the Service, comply with our legal, tax, and accounting obligations, resolve disputes, and enforce our agreements. When personal information is no longer needed for these purposes, we take reasonable steps to delete, de-identify, or anonymize it.

6. Data Security

We implement administrative, technical, and physical safeguards designed to protect the confidentiality, integrity, and availability of personal information, including reliance on reputable, PCI-compliant third-party payment processing for billing data so that we do not directly store full payment card numbers on our own systems. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.

7. Your Privacy Rights

California Residents. If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, “CCPA”), provides you with certain rights regarding your personal information, including the right to know the categories and specific pieces of personal information we have collected about you and the purposes for which it is used; the right to request deletion of your personal information, subject to certain exceptions; the right to correct inaccurate personal information; the right to opt out of the “sale” or “sharing” of your personal information (as those terms are broadly defined under the CCPA, which may include certain advertising and analytics cookie practices); and the right not to receive discriminatory treatment for exercising any of these rights. To exercise any of these rights, please contact us using the information in Section 12 below. We will verify your identity before fulfilling your request as required by law.

Other U.S. State Privacy Laws. If you are a resident of Virginia, Colorado, Connecticut, Utah, or another state with a comprehensive privacy law, you may have similar rights to access, correct, delete, and port your personal information, and to opt out of targeted advertising, the sale of personal information, and profiling in furtherance of decisions that produce legal or similarly significant effects. We will honor valid requests from residents of these states consistent with applicable law.

European Economic Area, United Kingdom, and Switzerland. If you are located in the EEA, UK, or Switzerland, we process your personal information on the legal bases of contractual necessity (to provide the Service you have requested), our legitimate interests (such as improving and securing the Service), your consent (such as for certain marketing communications and cookies), and compliance with legal obligations. You have the right to access, rectify, erase, restrict, or object to our processing of your personal information, and the right to data portability, subject to the conditions and exceptions set forth in the General Data Protection Regulation and equivalent UK legislation. You also have the right to lodge a complaint with your local data protection supervisory authority.

Do Not Track. Our Service does not currently respond to “Do Not Track” browser signals.

8. Email Communications and Opt-Out

Every marketing and newsletter email we send includes an unsubscribe mechanism. You may unsubscribe from non-transactional emails at any time by clicking the unsubscribe link or by contacting us directly. Please note that even after unsubscribing from marketing communications, we may continue to send you transactional or account-related communications, such as billing receipts or notices regarding changes to these policies, as necessary to service your account.

9. International Data Transfers

The Service is operated from the United States, and personal information we collect will generally be processed in the United States. If you access the Service from outside the United States, you understand that your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those of your home jurisdiction.

10. Children's Privacy

The Service is not directed to, and we do not knowingly collect personal information from, individuals under the age of eighteen (18). If we become aware that we have inadvertently collected personal information from a child under 18, we will take reasonable steps to delete that information promptly.

The Service may contain links to third-party websites, including those of Sponsors, guests featured in our podcast or video content, and social media platforms. This Privacy Policy does not apply to those third-party websites, and we encourage you to review the privacy policies of any third-party site you visit.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, including any of the rights described in Section 7, please contact us at: Lead-Lag Publishing, LLC, michaelgayed@leadlagmedia.com.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, the Service, or applicable law. We will post the revised Privacy Policy on this page with an updated Effective Date, and, for material changes, we will provide additional notice as appropriate, such as by email or a prominent notice on the Service. Your continued use of the Service after a revised Privacy Policy becomes effective constitutes your acceptance of the revised policy.