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 buy side passes:

By registering online you agree to Worldwide Business Research charging a “no show” compensation fee of $500 if either: a) you or a nominated replacement fails to send a cancellation notification in writing within 7 days of the booking date or b) if a booking made within 4 weeks prior to the first day of the conference is cancelled. *Payment can be made by credit card, bank transfer or invoice - please note, a $69 processing fee will be applied for bank transfer and invoice payments.

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.