Equities Leaders Summit Pricing and Discounts

Buy Side-Asset Managers

Sell Side – Market Makers | HFTs | ETFs

Tech Vendors, Platforms, Exchanges

Stuff you really need to know:

Buyside Comp Passes Cancellation Policy: Because we are in the live event experience business, please be aware that we have a strict cancellation policy.

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.

Who is eligible for a complimentary buy side pass:

‘Buy side’ firms are any end user client who have Assets under management (AUM) on their books and do not have any trading clients – so buy side firms are asset managers, hedge funds, mutual funds, insurance companies, pension funds, CTAs and corporates.

Any firm that have trading clients of their own- sell side tier 1, 2 and 3 banks, broker dealers, prime brokers, prime of primes, ETF providers (including asset manager ETF issuers), technology providers, platforms and venues- do not fall into the definition of a ‘buy side’ firm.

Tech Vendors, Platforms, Exchanges: Any service provider to buy side or sell side organizations - Including software vendors, technology vendors, solution providers, platforms, exchanges, consultants or companies with primary revenues resulting from commissions, with buy side or sell side organizations. Worldwide Business Research reserves the right to enforce the rate for solution Providers

Registrations will be reviewed for the correct rate and will not be admitted to event if they do not pay the correct rate. We will not be responsible for travel costs if you do not wish to pay the correct rate.

You can review our full cancellation and substitution policy, as well as data protection guidelines here.

If you are unable to travel to the event, (and notify Worldwide Business Research Limited in writing not less than 8 days prior to the event) due to either government enforced travel restriction in relation to COVID 19 or due to your company policies in relation to COVID 19 (where you are able to provide proof of your company’s ban on travel due to COVID 19 ), then a no show fee will not be charged.

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.

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