Legal Information

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Terms of Attendance and Participation

Last Revised: 11/11/24

As a registered attendee or participant (“you“) in Future Proof Retreat 2025 (the “Event“) you agree to these terms and conditions (collectively, the “Agreement“) with Advisor Circle Inc. (“Advisor Circle“). If you are completing the registration on behalf of another individual, you warrant that you have made the attendee or participant aware of this Agreement and that he or she has accepted these terms and conditions.

1. Attendee Requirements:

Admittance. Your registration entitles you only to admittance to the Event. All other costs associated with your attendance (e.g., travel and accommodation expenses) shall be borne solely by you, and Advisor Circle shall have no liability for such costs.
Use of Likeness. By attending the Event you grant Advisor Circle the right at the Event to record, film, photograph, or capture your likeness in any media and to distribute, broadcast, use, or otherwise disseminate, in perpetuity, such media without any further approval from or any payment to you.
Event Content. Advisor Circle, in its sole discretion, reserves the right to change any and all aspects of the Event, including but not limited to, the Event name, themes, content, programs, speakers, moderators, venue and time.
Identification. At time of check in, you must provide a form of photo identification.
Attendee Badge Usage. Attendee badges must be worn at all times in Event areas.
Visa Requirements. It is solely your responsibility to comply with any government visa requirements and failure to do so does not constitute a basis for a refund.
Attendee Requirements:
- You will treat our staff, visitors, other customers and service providers with fairness, integrity, dignity and respect.
- You will respect the values, beliefs, cultures and religions of such persons.
- You will comply with all reasonable instructions given by our employees whilst participating in our events.

2. Prohibited Conduct:

No form of harassment, victimization, bullying, discrimination or threatening, malicious or abusive language or conduct will be tolerated towards our staff, visitors, other customers or service providers.
Limitations on Use. By registering, you agree not to share, transfer, sell or trade your badge. If you violate this policy, Advisor Cirlce may cancel your attendance and retain any payments.
Photography, Recording, and Videotaping. You may not record audio or video of sessions at the Event. Advisor Circle allows cameras on the show floor. You may take pictures within the show for purposes of company or annual reports, company media pieces, marketing materials, etc.
Denial of Admission. Advisor Circle reserves the right to deny admission to anyone for any reason.

3. Fees:

Payment. Applicable fees are due upon registration. If payment is insufficient or declined for any reason, Advisor Circle may refuse to admit you and shall have no resulting liability.
Taxes. Fees may be subject sales tax, value added tax, or other taxes and duties, which, if applicable, will be charged to you in addition to the fees.
No Retroactive Fees Adjustments. Once you have registered, your fees will not be adjusted downward based on any sponsorship, discount or any other reason.
Discount and Special Rates. There are no special rates for daily attendance, exhibit area only attendance, etc.; only full retreat passes are available. If you register using a special rate that is not applicable to you, you hereby give Advisor Circle the right to charge your card for the difference upon notice that Advisor Circle does not agree with your selection of a special rate. All determinations of special rates are at the sole discretion of Advisor Circle . Even if you meet the definition and requirements of a special rate, Advisor Circle reserves the right to not provide you any special rate.
Discount Codes. No discount codes will be honored for onsite attendance. Discount codes may not be used with certain promotions.

4. Cancellation, Substitution and Lost Badge Policy:

Attendee Fees are Nonrefundable. Advisor Circle does not refund fees.
No Carry Over Fees. There will be no carry over of registrations or fees to subsequent events.
No Subsequent Speaker Refunds. Paid attendees that later join as speakers are not entitled to a refund of attendee fees paid.
Badge Issuance. Once you have received your badge on site, it cannot be changed, substituted or reissued to a different person.
No Conversion to Sponsor Pass. Registered attendees cannot convert their passes to complimentary sponsor passes.
Substitutions. Ticket transfers to other individuals from your organization are possible using the Event platform. Recipients of ticket transfers made after March 23, 2025 will be unable to participate in the Breakthru Hosted Program.

5. Privacy Policy

Advisor Circle is committed to protecting the privacy of its attendees and participants. The Event’s privacy policy is available here.

6. Intellectual Property

All intellectual property rights in and to the Event, the Event content, and all materials distributed at or in connection with the Event are owned by Advisor Circle or the Event sponsors or speakers at the Event. You may not use or reproduce or allow anyone to use or reproduce any trademarks (including without limitation (“Future Proof Festival”) or other trade names appearing at the Event, in any Event content or in any materials distributed at or in connection with the Event for any reason without the prior written permission of Advisor Circle.
For the avoidance of doubt, nothing in this Agreement shall be deemed to vest in you any legal or beneficial right in or to any trademarks or other intellectual property rights owned or used under license by Advisor Circle; nor does this Agreement grant to you any right or license to any other intellectual property rights of Advisor Circle, all of which shall at all times remain the exclusive property of Advisor Circle.

7. Disclaimer of Warranties, Limitation of Liability

Advisor Circle gives no warranties in respect of any aspect of the Event or any materials related thereto or offered at the Event and, to the fullest extent possible under the laws governing this Agreement, disclaims all implied warranties, including but not limited to warranties of fitness for a particular purpose, accuracy, timeliness, and merchantability. The Event is provided on an “as-is” basis. Advisor Circle does not accept any responsibility or liability for reliance by you or any person on any aspect of the Event or any information provided at the Event.
Except as required by law, Advisor Circle shall not be liable for any direct, indirect, special, incidental, or consequential costs, damages or losses arising directly or indirectly from the Event or other aspect related thereto or in connection with this Agreement.
The maximum aggregate liability of Advisor Circle for any claim in any way connected with, or arising from, the Event or this Agreement, whether in contract, tort, or otherwise (including any negligent act or omission), shall be limited to the amount paid by you to Advisor Circle under this Agreement.

8. Miscellaneous

Advisor Circle’s failure to exercise any right shall not be deemed a waiver of any further rights. Advisor Circle shall not be liable for any failure to perform its obligations where such failure results from any cause beyond Advisor Circle’s reasonable control. If any provision of this Agreement is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary for this Agreement to otherwise remain in full force and effect and enforceable. This Agreement is not assignable, transferable or sub-licensable by you except with Advisor Cirlce’s prior written consent. Advisor Circle may sub-license, transfer, sell or assign this Agreement and/or any of its purported obligations hereunder at any time to any person or entity, with or without notice. This Agreement shall be governed by the internal laws of the State of New York and the parties shall submit to the exclusive jurisdiction of the federal and State courts located in the State of New York.
A party that substantially prevails in an action brought under this Agreement is entitled to recover from the other party its reasonable attorneys’ fees and costs. Both parties agree that this Agreement is the complete and exclusive statement of the mutual understanding of the parties and supersedes and cancels all previous written and oral agreements, communications and other understandings relating to the subject matter of this Agreement, and that all modifications must be in a writing signed by both parties, except as otherwise provided herein.
Neither party shall be liable for any failure to fulfill its obligations under this agreement due to causes beyond its control, including but not limited to, fire, earthquake, explosion or other casualty, riot, or civil commotion, act of government or governmental instrumentality (whether federal, state or local), war, act of terrorism, failure of performance by a common carrier, failure in whole or in part of third party technical facilities (e.g., an Internet hosting company), act of God, epidemic, pandemic or any other cause beyond the reasonable control of such party (a “Force Majeure Event”). Without limiting the foregoing, Advisor Circle shall not be liable for the cancellation or postponement of the Event for a period longer than twelve (12) months, as a result of any such Force Majeure Event, and your sole and exclusive remedy under will be the reimbursement of the ticket fee.
No agency, partnership, joint venture, or employment is created as a result of this Agreement and you acknowledge that you do not have any authority of any kind to bind Advisor Circle in any respect whatsoever.

9. Terms of Participation for the Breakthru Meetings Program

Registration deadlines. If you register your ticket before the deadlines indicated below, your 2025 Future Proof Retreat ticket entitles you to inclusion in ther Breakthru Meetings Program (“Meetings Program”). No extensions or exceptions can be granted to these deadlines and no refunds will be provided for individuals who want to participate but do not register their ticket before the deadline(s). Participating in the Meetings Program is optional.

Deadline to register Tickets

Individual from Sponsor company who will be designated as a Hosted Meetings Representative (only applies to Sponsors who have purchased Hosted Meetings)

03/25/2025

All other Individuals who will participate in the Breakthru Meetings Program

03/25/2025

- Pre-Event process and timelines. Advisor Circle will provide you with clear guidelines and instructions on the inputs required from you (and associated deadlines) preceding the Event as part of the Meetings Program. These inputs and timelines are needed in order to ensure that you and other Meetings Program participants have the best experience. Failure to provide inputs on a timely basis will result in a sub-optimal experience for you at the Meetings Program and may result in your inability to participate in the Meetings Program. Advisor Circle takes no responsibility for failure to follow these guidelines resulting in a sub-optimal experience.
- Meetings. All meetings that Advisor Circle schedules are double opt-in (both participants must express interest in meeting each other) and subject to (1) the onsite availability indicated by participants, (2) interest levels, and (3) other scheduling factors. Advisor Circle does not guarantee that participants will receive meetings.
- Logo. You will be able to upload and edit your organization’s logo, for use prior to, during and following the event. We reserve the right to update, change or edit the logo for operational or technical reasons.

Prohibited Conduct.

- Limitations on Use. You agree not to share, transfer, sell or trade your Meeting Program login credentials other than explicitly permitted by us in writing on our Website or otherwise. If you violate this policy, in addition to our other remedies available under applicable law, we may cancel your participation in the Meetings Program and/or the Event.
- Confidential Information: Individuals from your company who participate in any element of the Meetings Program (including during the event, the pre-event process and any post-event actions) are required to follow the Guidelines provided by us. Participant lists shared as part of these programs shall be deemed to be Advisor Circle Inc.’s Confidential Information (as defined below) and are provided solely for your internal use to assist your participation in these programs. For the avoidance of doubt, participant lists should not be (1) shared with anyone else, (2) downloaded, or (3) used other than as descri32bed by us. Based on information received as part of the Event, individuals from your company cannot solicit participants (including individuals they are scheduled to meet prior to your meetings) outside of the event other than as we permit. If individuals from your company breach this provision, your company may be eliminated from further participation with no refund and blacklisted from future events.
- Denial of Access. We reserve the right to deny access to the Meetings Program to any person for any reason or no reason at all.

Privacy Policy. We are committed to protecting the privacy of Meetings Program Participants. Data we collect will be used in accordance with our privacy policy, which is available here.

Terms and Conditions for Hosted Financial Advisory Firms & Limited Partners

Last revised: October 11, 2024

As a Hosted Financial Advisory Firm & Limited Partner Attendee (“you“), participating in Future Proof Retreat’s Breakthru Meetings Program (“Hosted Meetings Program”), Breakthru Hosted Talks Program (“Breakthru Hosted Talks Program”) and Breakthru Experiences Program (“Breakthru Experiences Program”, collectively “Breakthru Programs”) at Future Proof Retreat, scheduled to be held on May 12-15, 2025 at The Broadmoor, Colorado Springs, CO ( the “Event”), you agree to these terms and conditions (“Terms & Conditions“) with Advisor Circle, Inc. (“Advisor Circle”). If you are completing a registration on behalf of another individual, you warrant that you have made them aware of this Agreement and that he or she has accepted these Terms & Conditions.

These Terms & Conditions may be modified from time to time, so check back often. We will adjust the “Last revised” date at the top of this document at any time changes are made. Continued participation in the Event by you will constitute your acceptance of any changes to these Terms & Conditions.

Free Tickets & Travel Allowance: Advisor Circle will provide qualifying individuals from financial advisory firms and limited partners who identify themselves to us as allocators, buyers or influencers (individually or as part of groups) of the purchase of applicable technology, solutions, products or services for their organizations or institutions (“Hosted Financial Advisory Firm & Limited Partners”) with: (a) complimentary tickets to the Event, and (b) travel/hotel reimbursement of up to $1,500 in travel/hotel expenses incurred per person.

Qualifications: Hosted Financial Advisory Firm & Limited Partners Attendees: To qualify, individuals must (a) be (i) a U.S.-registered financial advisor rep (RIA, IBD, or BD) with an active CRD number who is responsible for actively managing institutional or retail client portfolios, (ii) a senior-level employee of a financial advisory firm responsible for managing the technology used by the firm to support its clients and colleagues or responsible for research and due diligence of fund managers, or (iii) a Limited Partner or a member of a Limited Partner who is an external investor in private and public funds and investments, and (b) be responsible for buying or evaluating public and private funds to add to client portfolios or distribution platforms; or technology and solutions for their company, and (c) take up to ten (10) 15-minute onsite meetings with participating sponsors (“Hosted Meetings”), which are based on a double opt-in process so that they are useful to everyone, and (d) agree to attend a minimum of one (1) roundtable discussion as part of the Breakthru Hosted Talks Program (“Breakthru Hosted Talk”), and (e) agree to attend one (1) Breakthru Networking Dinner as part of the Breakthru Experiences Program (“Breakthru Dinner”).

General Partners, even if also acting as a Limited Partner, do not qualify as Hosted Financial Advisory Firm & Limited Partners Attendees. Proof of active investment in private funds will be required.

Availability Commitment:
- Hosted Meetings Program: You commit to being available for all sixteen (16) Meeting Time Slots as set forth below until you receive your final schedule immediately prior to the event. Your Hosted Meetings may be spread across multiple Meeting Time Slots; they may not be back to back. Meetings Times are to be scheduled as:
  - Monday, May 13, 2025
    - 10:45-11:54 am MT
      - 10:45 am-11:00 am MT
      - 11:03 am-11:18 am MT
      - 11:21 am-11:36 am MT
      - 11:39 am-11:54 am MT
    - 1:45 pm-2:54 pm MT
      - 1:45 pm-2:00 pm MT
      - 2:03 pm-2:18 pm MT
      - 2:21 pm-2:36 pm MT
      - 2:39 pm-2:54 pm MT
  - Tuesday, May 14, 2025
    - 10:45-11:54 am MT
      - 10:45 am-11:00 am MT
      - 11:03 am-11:18 am MT
      - 11:21 am-11:36 am MT
      - 11:39 am-11:54 am MT
    - 1:45 pm-2:54 pm MT
      - 1:45 pm-2:00 pm MT
      - 2:03 pm-2:18 pm MT
      - 2:21 pm-2:36 pm MT
      - 2:39 pm-2:54 pm MT
- Breakthru Hosted Talks Program: You commit to being available for all three (3) Breakthru Hosted Talks Time Slots as set forth below until you receive your final schedule immediately prior to the event. Breakthru Hosted Talks are scheduled to be:

Monday, May 13, 2025:
- 12:05pm MT – 12:55 PM MT
Tuesday, May 14, 2025:
- 8:00am MT – 8:50 AM MT
- 12:05pm MT – 12:55 PM MT

Breakthru Experiences Program: Breakthru Experiences consist of networking dinners, indoor and outdoor group activities, industry content, and level-up content. You commit to being available for one (1) of the Breakthru Networking Dinners on Monday, May 13, 2025 at 7:00 pm-9:00 pm MT.

Travel Arrangements: You are responsible for making your own travel and accommodation arrangements to attend Future Proof Retreat. You can book an onsite hotel room in our dedicated room block at The Broadmoor by using the custom link provided in your confirmation email. Rooms (including any cancellation fees or deposits) are not refundable if canceled less than 72 hours of your arrival date. We do not guarantee the availability of our hotel room block, and recommend you book early.

Hosted Meetings Program Participation: Hosted Financial Advisory Firm & Limited Partner Attendees must provide relevant information and respond to our requests by our stated deadlines as set forth in our Hosted Financial Advisory Firm & Limited Partner Attendee guidelines and other communications, including:
- Completing a profile (“Profiles“), which includes information about your company and job role. All Profiles are subject to our review and approval.
- Requesting meetings with Participating Sponsors for potential Hosted Meetings, and opting in to meeting requests from Participating Sponsors.
- Adding Hosted Meetings to calendars.

Completing Your Own Hosted Meetings: We do not combine Hosted Meetings with other individuals from your organization that might also be participating in the Hosted Meetings Program. If more than one person from your organization is attending Future Proof Retreat as a Hosted Financial Advisory Firm & Limited Partner Attendee, each person must complete their own set of Hosted Meetings. If you are unable to attend your Hosted Meetings for any reason, you may not be eligible to receive a complimentary Future Proof Retreat ticket or travel/hotel reimbursement.

Cancellation & Substitutes: If you are approved as a Hosted Financial Advisory Firm & Limited Partner Attendee but become unable to participate in Breakthru Programs even though you are still employed by your organization, you agree to suggest one or more substitutes from your organization as your replacement. Acceptance of any substitute is subject to our prior approval via email.

Notice of Employment Change: If you (a) are no longer employed by, or (b) become aware prior to Future Proof Retreat that you will no longer be employed at the time of Future Proof Retreat or after Future Proof Retreat by the organization upon which you were approved as a Hosted Financial Advisory Firm & Limited Partner Attendee, you must let us know immediately upon your becoming aware. In such cases, you will no longer be eligible to participate in Breakthru Programs or to receive a travel/hotel reimbursement or complimentary Future Proof Retreat ticket. We reserve the right to only communicate with you at your work email address regardless of any other email address you may have provided or we may have otherwise used.

Failure to Complete Breakthru Programs Requirements Onsite: If you pick up your Future Proof Retreat badge onsite or otherwise attend Future Proof Retreat but do not:
- complete your scheduled Hosted Meetings, or
- attend a minimum of one scheduled Breakthru Hosted Talk, or
- attend a scheduled Breakthru Networking Dinner as part of the Breakthru Experiences Program

then

we will not be responsible for any costs associated with your travel or hotel and you will not receive any reimbursement, and
your credit card will be charged for your Future Proof Retreat ticket per the authorization you agree to below, and
you may be rejected from our Hosted Meetings Programs in future years.

Notwithstanding the foregoing, we reserve the right at our sole discretion to prorate your ticket fee and/or your travel/hotel reimbursement calculated based on the total Hosted Meetings for which you were scheduled and that you completed and/or if you met the Breakthru Hosted Talks and Breakthru Experiences attendance requirements.

Reimbursement Process: As the final step to receiving your travel and hotel reimbursement of up to $1,500 in travel/hotel expenses incurred, we require that you complete a short feedback form providing specific evaluations of each Hosted Meeting (we will also ask Participating Sponsors to provide feedback on their meetings with you), Breakthru Hosted Talk and Breakthru Experiences. Please note that Future Proof Retreat will not reimburse for any mileage, points or rewards used for travel. Reimbursement is conditioned upon completing all of your Breakthru Programs requirements as set out in these Terms & Conditions and Hosted Financial Advisory Firm & Limited Partner Attendee guidelines, and submitting the feedback survey and travel/hotel receipts following the event within our stated deadlines.

Credit Card Details: You agree to provide your credit card information, and authorize us to process a $1 charge on your credit card as part of your Future Proof Retreat ticket registration. You also authorize us to charge the cost of your ticket at the rate of $1,500.00 to your credit card if you do not complete your Breakthru Programs requirements as described in section above.

Sharing your Contact Details: You consent to your contact details (including, but not limited to, your First Name, Last Name and Email Address) being shared with:
- the sponsors of any Breakthru Hosted Talks or Breakthru Dinners you are scheduled to attend.
- the individuals (from participating sponsors) you have Hosted Meetings with.

Qualification at Future Proof Retreat’s discretion: Qualification as a Hosted Financial Advisory Firm & Limited Partner Attendee is determined solely by Future Proof Retreat, and may be revoked at any time. By completing an application to be a Hosted Financial Advisory Firm & Limited Partner, you agree to these Terms & Conditions.

Privacy Policy and Terms of Use

Introduction

Advisor Circle Inc., (“we”, “us” or “our”) is committed to protecting and respecting your privacy and personal data. This privacy policy will explain how we look after your personal data. Please read it carefully. For ease of use this document is provided in a structured format so you can click through to the specific sections using the links above.

Throughout this document, references to Advisor Circle’s Website should be read to include any subdomains of the Advisor Circle website, including Future Proof Festival website.

If there are any terms in this privacy policy that you do not agree with, please discontinue use of the Advisor Circle (and associated sub-domains) website, apps and any other Advisor Circle products immediately. Consenting to allow us to process and store your data is optional. However, failure to provide that consent will prevent us from delivering information about and access to our events to you as mentioned above.

You also acknowledge that, by accessing or using our Website, you agree to be bound by all of the terms and conditions of use pertaining to our Website and contained in the Terms of Use (available here).

We respect your right to privacy and always comply with your wishes to remove your data from our systems, for further details, see the “Your Rights” section below.

Purpose of this Privacy Policy

This policy gives you information about how Advisor Circle Inc. collects and processes your personal data through your use of the Advisor Circle website, data you submit through webforms, joining mailing lists, use of Advisor Circle technology and apps and any data collected at our in-person events.

This privacy policy supplements any more specific privacy notices we may provide to you when collecting specific information from you and is not intended to override them.

The data we collect about you and how it is collected

Personal information you disclose to us

We collect personal information that you voluntarily provide to us when you register on the Website, express interest in obtaining information about our products and services, use our Website chatbot, participate in our events, participate in our meetings and collaboration programs or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the Website, the choices you make and the products and features you use.

The personal information we collect may include the following: name, address, email address and phone number, alternate email address, job title, CRD number, profile information, username and password, contact preferences, billing details, assistant details.

Information automatically collected from the Website

We automatically collect certain information when you visit, use or navigate the Website. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Website and other technical information. This information is primarily needed to maintain the security and operation of our Website, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies. The information we collect includes:

Log and Usage data: Log and usage data is service-rated, diagnostic, usage and performance information our servers automatically collect when you access or use our Website and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type and settings and information about your activity in the Website (such as the date/time stamps associated with your usage, pages and files viewed, searches and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called ‘crash dumps’) and hardware settings)
Device data: We collect device data such as information about your computer, phone, tablet or other device you use to access the Website. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet Service Provider and/or mobile carrier, operating system and system configuration information.

Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject cookies, this could affect certain features or services of our Website.

What we don’t do

Advisor Circle does NOT:

Record, store or share video or audio data from Breakthru virtual event video meetings. Meetings are confidential between participants.
Share participants’ contact details with other participants, except for (1) participants you met in virtual event video meetings or in-person meetings (2) up to 8 email introductions for high value double opt-in mutual matches that we were unable to schedule as meetings (3) scheduled meetings that are canceled and converted to email introductions.
Sell or share participant data with third parties, except for sharing data with event sponsors and the technology provider we partner with to deliver our services.
Share metadata about how you used our platform with third parties (for example how you searched for people to meet, or who you requested to meet).
Store or share data from the virtual event video meeting in-meeting chat functionality.
Require any specialist software to be installed on your system or devices. All access to our proprietary platform is via your web browser. Customers who wish to complete pre-event tasks and/or access virtual event video meetings via their mobile devices can download our app via the App Store or Google Play.

How we use your personal data

We use personal information collected for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to perform a contract with you, with your consent, and/or for compliance with our legal obligations.

We use the information we collect or receive to:

Provide you with information about and access to the events we produce.
Deliver and facilitate delivery of Advisor Circle event services to you and other participants, including user-to-user communication. We may use your information to provide you with the requested service. Analyze profile or behavioral data to help us improve the events, products and messaging we offer to you.
Inform other participants in our events of your participation in our events, such as through our meeting and collaboration programs and our mobile apps, for purposes relating to their presence at our events and the purposes for which you might attend our events as set forth in our various messaging and communications.
Inform editorial media and equity analysts that are participating in our events to facilitate their editorial coverage.

Respond to user inquiries/offer support to users. We may use your information to respond to your inquiries and solve any potential issues you might have with the use of our Services.

Manage user accounts. We may use your information for the purposes of managing your account and keeping it in working order.

Send administrative information to you. We may use your personal information to send you product, service and new feature information and/or information about changes to our terms, conditions, and policies.

Request feedback. We may use your information to request feedback and to contact you about your use of our events and services.

Protect our Services. We may use your information as part of our efforts to keep our events and services safe and secure (for example, for fraud monitoring and prevention).

Enforce our terms, conditions and policies for business purposes, to comply with legal and regulatory requirements or in connection with our contract.

Respond to legal requests and prevent harm. If we receive a subpoena or other legal request, we may need to inspect the data we hold to determine how to respond.

The above list does not cover customer content, including any personal data about you that may be shared during Breakthru Meetings (either virtual or in-person), Breakthru Talks or other formats associated with our events. See Customer Content section below for more information.

Sharing your personal data

We may share your personal data with selected third parties, including:

Service providers, who provide IT systems, customer management systems, visitor registration systems, event management systems and administration services and who will process your data in accordance with the terms of our data processing agreements with them.
Other Future Proof event participants, to allow participants to interact with each other via the App, web browser or email.

We may share your information with law enforcement agencies, public authorities or other organizations if legally required to do so, or if we have a good faith belief that such use is reasonably necessary to:

comply with legal obligation, process or request;
enforce our terms and conditions and other agreements, including investigation of any potential violation thereof;
detect, prevent or otherwise address security, fraud or technical issues; or
protect the rights, property or safety of us, our users, a third party or the public as required or permitted by law (including exchanging information with other companies and organizations for the purposes of fraud protection).

We may also disclose your information to third parties:

in the event that we sell or buy any business or assets, in which case we may disclose your data to the prospective seller or buyer of such business or assets; or
if we or substantially all of our assets are acquired by a third party, in which case information held by us about our users will be one of the transferred assets.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

We encourage our service providers to adopt and post privacy policies. However, the use of your Personal Information by our service providers is governed by the privacy policies of those service providers and is not subject to our control.

Legal basis of processing

We may process or share your data that we hold based on the following legal basis:

Consent: We may process your data if you have given us specific consent to use your personal information for a specific purpose.

Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.

Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfill the terms of our contract.

Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process, such as in response to a court order or a subpoena (including in response to public authorities to meet national security or law enforcement requirements).

Vital Interests: We may disclose your information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the safety of any person and illegal activities, or as evidence in litigation in which we are involved.

International transfers of data

Advisor Circle may store or process personal data in any country where we or our service providers have facilities. By providing personal data for any of the purposes stated above, you acknowledge that your personal data may be transferred to or stored in the United States or in other countries around the world. Such countries may have data protection rules that are different and less protective than those of your country.

Data transfers outside of the EEA

If you are a resident in the European Economic Area, then these countries may not necessarily have data protection laws or other similar laws as comprehensive as those in your country. If your personal data is transferred outside of the EEA, we will however take all necessary measures to protect your personal information in accordance with this privacy notice and applicable law.

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

Unfortunately, the transmission of information via the internet is not completely secure. We will do our best to protect your information, but we cannot guarantee the security of your information transmitted over the internet; any transmission is at your own risk. We will use strict procedures and security features to try to prevent unauthorised access to your information within our control and possession.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data retention

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements (unless a longer period is required or permitted by law).

In certain circumstances you can ask us to delete your data: see ‘Your rights’ below for further information.

In some circumstances we may anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

Customer content

Customer content is the “in-session” information you provide directly through your participation in Advisor Circle events, such as meeting data, chat logs, files and any other information uploaded while participating in an event. Advisor Circle Inc. uses customer content only in connection with providing the Services–we do not monitor, sell or use customer content for any other purposes.

We do not control the actions of anyone with whom you or any other Event participant may choose to share information. Therefore, we cannot and do not guarantee that any customer content you or any user provides will not be viewed by unauthorized persons. Nor can Advisor Circle control or be responsible for the information a user may choose to share during a virtual event video meeting or in-person meeting. You should be cautious about the access you provide to others when using Advisor Circle Event technology and the information you choose to share when using the technology. Advisor Circle Event technology includes networking features, including video meetings and chat functionality. Ensure when using these features that you do not share any personal data that you do not want to be seen, collected or used by other users.

Links to other websites

When you use a link to go from our Website to a website operated by a third party, this Privacy Policy is no longer in effect. We are not responsible for the privacy practices employed by third-party websites linked to or from our Website, nor for the information or content contained therein.

We may provide links to other websites for your convenience and information. These sites operate independently from our Website and are not under our control. These sites may have their own privacy notices in place, which we strongly suggest you review if you visit any linked websites. We are not responsible for the content of these sites, any products or services that may be offered through these sites, or any other use of these sites.

Your rights

You have the right to:

Ask for a copy of any information we hold about you
Withdraw any consents you have given
Opt out of email marketing
Ask us to correct any inaccurate or incomplete information we have about you
Ask us to delete your information from our records
Ask us to send a copy of your information to a third party in a data portable format
Object to the processing of your information when we process it for direct marketing purposes on the basis of our legitimate interest
Ask us to suspend the processing of your information
Lodge a complaint with your local Data Protection Authority

If you would like to unsubscribe from our communications at any time, you may do so in the footer of any of our emails.

If you wish to exercise any of the rights set out above, please contact us using the details below. A fee is not usually payable to exercise your rights (although we reserve the right to charge you a reasonable fee if your request is unfounded, repetitive or excessive). We will ask you to provide identification to ensure that we are providing information to the correct person. We will try to respond to requests within a month.

In a small subset of circumstances, we will keep some personal information that you have asked us to remove for the following purposes: (i) troubleshoot problems; (ii) assist with investigations; (iii) enforce our Site rules; or (iv) comply with legal requirements.

Therefore, you should not expect that all of your Personally Identifiable Information will always be completely removed from our databases in response to your requests.

European Privacy rights

As well as the rights described above, if you are a resident in the European Economic Area and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm

California Privacy rights

If you are a resident of California you may have a right pursuant to Section 1798.83 of the California Civil Code to obtain certain information about the types of personal data (if any) that we have shared with third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties.

Advisor Circle Inc. does not share data with third parties for direct marketing purposes, however please contact us using the details below if you would like to exercise any of your rights explained above in relation to your personal data.

Data from minors

We do not knowingly solicit data from or market to children under 18 years of age. By using the website, app or any other Advisor Circle Inc. assets, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor’s provision of data. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us using the details below.

Contact us

If you have any questions about this privacy policy or wish to exercise your rights under this policy, you can contact us by:

Emailing us at: hello@advisorcircle.com

Writing us at: Advisor Circle Inc.,11 Apex Drive, Ste 300A, Marlborough, MA 01752

Changes to this Privacy Policy

This policy was last updated on 01/10/2023. Any changes we may make to this policy in the future will be posted on this page. Please check back frequently to see any updates or changes to this policy. Archived copies can be obtained by contacting us at the address above.

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Terms of Use

Advisor Circle Inc., (“we”, “us” or “our”), owns and operates this website (our “Site”). References to Advisor Circle’s Website should also be read to include subdomains of the Advisor Circle’s website, including Future Proof Festival website.

We offer our Site, including all information, products and services available from our Site, to you the user, conditioned upon your acceptance of all the terms, conditions, policies and notices stated here. Your continued use of our Site constitutes your agreement to all such terms, conditions, policies and notices.

Acceptance of Terms of Use

You agree to the terms and conditions outlined in these Terms of Use with respect to our Site. These Terms of Use constitute the entire and only agreement between you and us, and supersede all prior or contemporaneous agreements, representations, warranties and understandings with respect to our Site, the content, products or services provided by or through our Site, and the subject matter of these Terms of Use. These Terms of Use may be amended at any time by us without specific notice to you. The latest Terms of Use will be posted on our Site, and you should review these prior to using our Site.

Copyright

The content, organization, graphics, design, compilation, digital conversion and other matters related to our Site are protected under applicable copyrights, trademarks and other proprietary (including but not limited to intellectual property) rights. The copying, redistribution, use or publication by you of any such matters or any part of our Site, except as allowed by Section 4, is strictly prohibited. You do not acquire ownership rights to any content, document or other materials viewed through our Site. The posting of information or materials on our Site does not constitute a waiver of any right in such information and materials.

Service Marks

Products and names mentioned on our Site may be trademarks of their respective owners.

Limited Right to Use

The accessing, viewing, browsing, printing, or downloading of any content, graphic, form or document from our Site grants you only a limited, nonexclusive license for use solely by you for your own personal use and not for republication, distribution, assignment, sublicense, sale, preparation of derivative works or other use. Any other use is prohibited without our prior, express permission. No part of any content, form or document may be reproduced in any form or incorporated into any information retrieval system, electronic or mechanical, other than for your personal use except with our prior, express permission. You agree that all of your use of our Site will comply with applicable laws.

Editing, Deleting and Modification

We reserve the right in our sole discretion to edit or delete any documents, information or other content appearing on our Site.

Indemnification

You agree to indemnify, defend and hold harmless us and our affiliates and subsidiaries, and their officers, directors, employees, contractors, agents, licensors and suppliers, from and against all losses, liabilities, expenses, damages and costs, including reasonable attorneys’ fees and court costs, arising or resulting from any violation of these Terms of Use or any activity related to your account or password, if any (including but not limited to negligent or wrongful conduct), by you or any other person accessing our Site using your account or password. If you cause a technical disruption of our Site or the systems transmitting our Site to you or others, you agree to be responsible for any and all losses, liabilities, expenses, damages and costs, including reasonable attorneys’ fees and court costs, arising or resulting from that disruption.

Nontransferable

Your right to use our Site is not transferable. Any password or right given to you to obtain information or documents is not transferable.

Disclaimer and Limits

THE INFORMATION FROM OR THROUGH OUR SITE IS PROVIDED “AS-IS,” “AS AVAILABLE,” AND ALL WARRANTIES, EXPRESS OR IMPLIED, (INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) ARE DISCLAIMED TO THE FULLEST EXTENT PROVIDED BY APPLICABLE LAW. THE INFORMATION AND SERVICES MAY CONTAIN BUGS, ERRORS, PROBLEMS OR OTHER LIMITATIONS. WE HAVE NO LIABILITY WHATSOEVER FOR YOUR USE OF ANY INFORMATION OR SERVICE. IN PARTICULAR, BUT NOT AS A LIMITATION THEREOF, WE ARE NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS, LITIGATION, OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES EXCEPT AS OTHERWISE REQUIRED BY LAW. THE NEGATION OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN US AND YOU. OUR SITE AND THE PRODUCTS, SERVICES, AND INFORMATION PRESENTED WOULD NOT BE PROVIDED WITHOUT SUCH LIMITATIONS. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM US THROUGH OUR SITE SHALL CREATE ANY WARRANTY, REPRESENTATION OR GUARANTEE NOT EXPRESSLY STATED IN THESE TERMS OF USE. WE WILL NOT BE LIABLE TO YOU FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES OF ANY KIND THAT MAY RESULT FROM USE OF OR INABILITY TO USE OUR SITE. OUR MAXIMUM LIABILITY TO YOU UNDER ALL CIRCUMSTANCES WILL BE EQUAL TO THE PURCHASE PRICE YOU PAY FOR ANY GOODS, SERVICES OR INFORMATION ON OUR SITE.

Use of Information

We will not be required to treat any remarks, suggestions, ideas, graphics, material or other information communicated by you to us through our Site (collectively, the “Submission”) as confidential, and we will not be liable for any ideas (including without limitation, product, service or advertising ideas), and we will not incur any liability as a result of any similarities that may appear in our future products, services or operations. Without limitation, you hereby grant us with a perpetual, exclusive, unrestricted, non-revocable, royalty-free license to use, print, publish, sell, copy, distribute, make derivative works of, and license others to use each Submission in any form or medium, now or hereafter existing, or in any language during the full term of the copyright therein and throughout the world. We will be entitled to use the Submission for any commercial or other purpose whatsoever, without compensation to you or any other person sending the Submission. You acknowledge that you are responsible for whatever Submission you submit, and you, not us, have full responsibility for the message, including its legality, reliability, appropriateness, and originality.

Third-Party Services

We may allow access to or advertise third-party product or service providers (“Merchants”) from which you may purchase certain goods or services. You understand that we do not operate or control the products or services offered by Merchants. Merchants are responsible for all aspects of order processing, fulfillment, billing and customer service. We are not a party to the transactions entered into between you and Merchants. You agree that use of such Merchants is AT YOUR SOLE RISK AND IS WITHOUT WARRANTIES OF ANY KIND BY US, EXPRESSED, IMPLIED OR OTHERWISE INCLUDING WARRANTIES OF TITLE, FITNESS FOR PURPOSE, MERCHANTABILITY OR NON-INFRINGEMENT. UNDER NO CIRCUMSTANCES ARE WE LIABLE FOR ANY DAMAGES ARISING FROM THE TRANSACTIONS BETWEEN YOU AND MERCHANTS OR FOR ANY INFORMATION, SERVICE OR PRODUCT APPEARING ON MERCHANT SITES OR ANY OTHER SITE LINKED TO OUR SITE.

Third-Party Merchant Policies

All rules, policies (including privacy policies) and operating procedures of Merchants will apply to you while on such sites. We are not responsible for information provided by you to Merchants. We and the Merchants are independent contractors and neither party has authority to make any representations or commitments on behalf of the other.

Privacy Policy

We may or may not use information that we receive or collect through our Site in any manner. Our Privacy Policy (available here), as it may change from time to time, is a part of these Terms of Use.

Payments

You represent and warrant that if you are purchasing something from us or from Merchants on third-party sites that (i) any credit information you supply is true and complete, (ii) charges incurred by you will be honored by your credit card company, and (iii) you will pay the charges incurred by you at the posted prices, including any applicable taxes.

Links to Other Websites

Our Site may contain links to other websites. WE ARE NOT RESPONSIBLE FOR THE CONTENT, ACCURACY OR OPINIONS EXPRESSED IN OR THE PRODUCTS OR SERVICE PROVIDED ON SUCH WEBSITES, AND SUCH WEBSITES ARE NOT INVESTIGATED, MONITORED OR CHECKED FOR ACCURACY OR COMPLETENESS BY US. Inclusion of any linked website on our Site does not imply approval or endorsement of the linked website by us. If you decide to leave our Site and access these third-party sites, you do so at your own risk.

Information and Press Releases

OUR SITE CONTAINS INFORMATION AND PRESS RELEASES ABOUT US. WHILE THIS INFORMATION WAS BELIEVED TO BE ACCURATE AS OF THE DATE PREPARED, WE DISCLAIM ANY DUTY OR OBLIGATION TO UPDATE THIS INFORMATION OR ANY PRESS RELEASES. Information about companies other than ours contained in the press release or otherwise, should not be relied upon as being provided or endorsed by us.

Miscellaneous

The headings in these Terms of Use are for convenience of reference only and shall not limit or otherwise affect the meaning hereof. Should any part of these Terms of Use be held invalid or unenforceable, that portion shall be construed consistent with applicable law and the remaining portions shall remain in full force and effect. To the extent that anything in or associated with our Site is in conflict or inconsistent with these Terms of Use, these Terms of Use shall take precedence. Our failure to enforce any provision of these Terms of Use shall not be deemed a waiver of such provision nor of the right to enforce such provision. Only we may modify these Terms of Use, and may make modifications at any time. Modifications will be in effect upon posting to our Site. These Terms of Use shall for all purposes be governed and construed in accordance with the internal law of the State of New York and the United States of America.

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Terms and Conditions for Sponsors Participating in Hosted Meetings as part of Breakthru Meetings

Last revised: October 30, 2023

These terms and conditions (“Terms & Conditions“) of Advisor Circle Inc. (“Event Organizer”, “we”, “us” or “our”) apply to (i) organizations (“Sponsor”, and together with Hosted Meetings Representatives and Sponsor Organization Admins, “you” or “your”) participating in the Breakthru Meetings Program (“Hosted Meetings Program”) held as part of the onsite meetings program at Future Proof Retreat, which is scheduled to be held on May 12-15, 2025, in Colorado Springs, CO (“Event”), (ii) Hosted Meetings Representatives, and (iii) Sponsor Organization Admins.

We will arrange a series of meetings (“Hosted Meetings“) as part of the Hosted Meetings Program between (a) Hosted Attendees, and (b) Hosted Meetings Representatives. All Hosted Meetings will take place during Meeting Times. We do not guarantee any minimum number of Hosted Attendees or Hosted Meetings for any Sponsor or Hosted Meetings Representative. It’s possible that the number of meetings arranged for any given Sponsor or Hosted Meetings Representative will be below the number purchased.
1. To qualify as “Hosted Attendees” individuals must (a) be (i) a U.S.-registered financial advisor rep (RIA, IBD, or BD) with an active CRD number who is responsible for actively managing institutional or retail client portfolios, (ii) a senior-level employee of a financial advisory firm responsible for managing the technology used by the firm to support its clients and colleagues or responsible for research and due diligence of fund managers, or (iii) A Limited Partner or a member of a Limited Partner who is an external investor in private and public funds and investments, and (b) be responsible for buying or evaluating public and private funds to add to client portfolios or distribution platforms; or technology and solutions for their company, and (c) agree to attend up to ten (10) Hosted Meetings, and (d) agree to attend a minimum of one (1) Breakthru Hosted Talk, and (e) agree to attend one (1) Breakthru Networking Dinner as part of the Breakthru Experiences Program. In exchange for meeting these conditions, we provide Hosted Attendees with complimentary tickets to the Event and travel reimbursement of up to $1,500.
2. “Hosted Meetings Representatives” are those individuals who you designate as your representatives to participate in Hosted Meetings pursuant to one or more (i) fully executed contracts to purchase Hosted Meetings between you and us (“Sponsor Contract”), and (ii) direct purchases of Hosted Meetings by you online in our platform without a Contract (“Sponsor Platform Purchase”). A single Sponsor may have multiple Hosted Meetings Representatives. We define the process of arranging Hosted Meetings in our sole discretion, which process we may change from time to time at our sole discretion.
3. “Sponsor Organization Admins” are those individuals designated as organization admins to complete certain Hosted Meetings Program tasks on behalf of a Sponsor. A single Sponsor may have multiple Sponsor Organization Admins. Sponsor Organization Admins cannot attend the Event unless they hold a valid ticket, pay the applicable ticket fees, and abide by all applicable terms and conditions.
4. “Meeting Times” are predetermined time slots during which Hosted Meetings take place. Meeting Times are set at our sole discretion, and we may change Meeting Times from time to time at our sole discretion. As of the date of these Terms & Conditions, Meetings Times are:
  1. Monday, May 13, 2025
    1. 10:45-11:54 am MT
      1. 10:45 am-11:00 am MT
      2. 11:03 am-11:18 am MT
      3. 11:21 am-11:36 am MT
      4. 11:39 am-11:54 am MT
  2. 1:45 pm-2:54 pm MT
    1. 1:45 pm-2:00 pm MT
    2. 2:03 pm-2:18 pm MT
    3. 2:21 pm-2:36 pm MT
    4. 2:39 pm-2:54 pm MT
  3. Tuesday, May 14, 2025
    1. 10:45-11:54 am MT
      1. 10:45 am-11:00 am MT
      2. 11:03 am-11:18 am MT
      3. 11:21 am-11:36 am MT
      4. 11:39 am-11:54 am MT
    2. 1:45 pm-2:54 pm MT
      1. 1:45 pm-2:00 pm MT
      2. 2:03 pm-2:18 pm MT
      3. 2:21 pm-2:36 pm MT
      4. 2:39 pm-2:54 pm MT

We will notify Hosted Meetings Representatives of the specific times of their Hosted Meetings prior to the start of the Event. The failure on the part of Hosted Meetings Representative to be available for all Meeting Times may limit our ability to arrange Hosted Meetings for those Hosted Meetings Representatives.

2. The number of Hosted Meetings purchased by a Sponsor pursuant to a Sponsor Contract or Sponsor Platform Purchase is that Sponsor’s “Hosted Meetings Cap“. A Hosted Meetings Cap can be increased by purchasing additional Hosted Meetings at any time set forth by us (deadlines apply at our sole discretion).

1. Hosted Meetings are priced as set forth online or in the Sponsor Contract at the time of purchase (the price of each meeting being the “Price Per Meeting“). The total amount paid by a Sponsor for Hosted Meetings is that Sponsor’s “Meetings Payment Amount“.
  1. We will complete a post-event reconciliation to determine the number of “Completed Hosted Meetings” which is defined as the number of Hosted Meetings that (i) actually took place, (ii) would have taken place but for the absence of the Hosted Meetings Representative (including late arrivals resulting in Hosted Meetings that are less than 15 minutes in length), and (iii) would have taken place but for the (x) failure of a Hosted Meetings Representative to accept a meeting that would have resulted in a Hosted Meeting, or (y) cancellation of a Hosted Meeting by the Hosted Meetings Representative for any reason.
    1. If the number of Completed Hosted Meetings multiplied by the Price Per Meeting (averaged if more than one Price Per Meeting applies) is less than the Meetings Payment Amount, we will provide a refund of the difference (“Refund“) within 60 days following the end of the Event (“Refund Payment Date“).

4. Sponsor Organization Admins and Hosted Meetings Representatives must provide relevant information and respond to our requests by our stated deadlines as set forth in our Hosted Meetings Program guidelines (and other communications), including:

1. Completing profiles, which include information about Sponsors (“Profiles“). All Profiles are subject to our review and approval.
2. Requesting meetings with Hosted Attendees for potential Hosted Meetings, and opting in to meeting requests from Hosted Attendees.
3. Assigning Hosted Meetings to Hosted Meetings Representatives and adding Hosted Meetings to calendars.

Sponsor Organization Admins and Hosted Meetings Representatives must comply with our Hosted Meetings Program rules and directives, including:
1. All Hosted Meetings Representatives must hold a valid ticket, pay the applicable ticket fees, and abide by all applicable terms and conditions.
2. Hosted Meetings Representatives, must:
  - Be available during Meeting Times.
  - Join Hosted Meetings at the times we designate.
  - Prepare for the Hosted Meetings assuming that Hosted Attendees have not prepared in advance.
  - Notify us of any Hosted Attendee who was not present for a Hosted Meeting.
3. Sponsors, Sponsor Organization Admins and Hosted Meetings Representatives must NOT do the following, which may result in termination from the Meetings Program:
  - Contact any of the Hosted Attendees with whom they have Hosted Meetings prior to the event (unless they have also come into contact with those Hosted Attendees in the ordinary course of business unrelated to Hosted Meetings, in which case Sponsors, Sponsor Organization Admins and Hosted Meetings Representatives can only reach out to those Hosted Attendees about matters unrelated to Hosted Meetings).
  - Change the scheduled time of Hosted Meetings (Hosted Meetings must take place at the time assigned by us).
  - Contact any Hosted Attendees who do not show up for their Hosted Meeting (unless they have also come into contact with those Hosted Attendees in the ordinary course of business unrelated to Hosted Meetings, in which case Sponsors, Sponsor Organization Admins and Hosted Meetings Representatives can only reach out to those Hosted Attendees about matters unrelated to Hosted Meetings).
4. Hosted Meetings Representatives must each complete a feedback survey following the Event, providing specific evaluations for each meeting. Failure to provide feedback by the Refund Payment Date may delay your Refund until feedback has been completed.
5. We, in our sole discretion, determine the eligibility of any Sponsor, Sponsor Organization Admin, Hosted Meetings Representative or Hosted Attendee to join and participate in the Hosted Meetings Program, and may in our sole discretion end the participation of any Sponsor, Sponsor Organization Admin, Hosted Meetings Representative or Hosted Attendee in the Hosted Meetings Program or Hosted Meetings at any time and for any reason, including canceling any Hosted Meetings.
6. Time is of the essence in all Hosted Meetings Program deadlines.

Legal Information

Terms of Attendance and Participation

Terms and Conditions for Hosted Financial Advisory Firms & Limited Partners

Privacy Policy and Terms of Use

Terms of Use

Terms and Conditions for Sponsors Participating in Hosted Meetings as part of Breakthru Meetings

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