Equities Leaders Summit Pricing and Discounts

Important!

All buy side passes are carefully vetted. If you register for a buy side pass and do not qualify as buy side under our criteria (see below), your pass *will* be cancelled and you may not be informed.

‘Buy side’ firms are any end user client who have AUM on their books and do not have any trading clients – we classify the following types of firms as buy side:

• Pension funds
• Sovereign wealth funds
• Family offices
• Asset managers
• Private banks/ wealth managers
• Insurance companies
• Corporates
• Hedge funds
• Fund of funds
• Digital asset investment managers

Any firm that has trading clients of their own or trade on behalf of other asset managers - sell side tier 1, 2 and 3 banks, broker dealers, prime brokers, custodians, prime of primes, ETF providers (including asset manager ETF issuers), outsourced trading desks, consultants, fund administrators, technology providers, platforms and venues - do not fall into the definition of a ‘buy side’ firm. Proprietary firms will be reviewed on a case-by-case basis, entirely at our discretion, and may or may not be granted a buy side pass.

Complimentary Event Pass Terms & Conditions:

Eligibility and Limits

• Valid only for pre-qualified attendees
• WBR reserves the right to decline any registration that does not meet this criterion.
• Complimentary passes are limited to 3 per company.
• Complimentary passes include access to exhibit hall and sessions (some restrictions may apply) and includes complimentary food and beverage during event hours.
• Complimentary passes do not include hotel accommodations or travel.
• Sharing of this registration link may lead to the cancellation of your pass.
• WBR reserves the right to cancel or modify anyone’s registration at any time, at the attendee's expense
  

Requirements

• To retain your complimentary pass and avoid cancellation fees, you must: Check in at the conference registration desk and pick up your name badge on the first day for which you are registered.
• Attend a minimum of 2 RSVP-based activities, including any sponsored events such as official event lunches, dinners or tasting events facilitated by the WBR team. WBR will inform you two weeks prior to the event of your 2 commitments. You must arrive within 5 minutes of the designated start time and check-in with WBR staff.
• Complete the profiling survey within two weeks of receiving the link via your welcome email

Cancellation & No-Show Policy

• As is industry standard, WBR will collect a credit card at time of booking to hold your seat. Your card will only be charged if you do not meet the attendance requirements outlined herein.
• If you fail to meet the above requirements, you will be charged a $500 no-show fee.
• For sponsored networking events: Should your schedule change on site for an emergency, please proceed immediately to the registration desk and speak to the Meeting Planner. We will try to adjust your schedule accordingly in order to meet your obligations.
• You may cancel your pass up to 10 business days prior to the event with no penalty.
• Qualified substitutions are allowed up to the event start date.
• Passes cannot be shared.

Other stuff you should know:

• Fee includes continental breakfast, lunch, cocktail receptions and conference documentation.
• Payment is due in full at the time of registration.
• Your registration will not be confirmed until payment is received and may be subject to cancellation. In order to get team discount rates to apply automatically, your team needs to register online together.
• Connecticut Residents must add 6.35% Sales Tax to their registration fee.
• Questions? Give our customer service team a call at 888.482.6012 or email them at WBRCS@wbresearch.com. Hours of operation – Monday-Thursday, 9am-5:30pm; Friday, 9am-5pm.
• You can review our full cancellation and substitution policy, as well as data protection guidelines here.