The following outlines the general criteria for complimentary Investor passes. However, WBR reserves the right to make the final determination in all cases, regardless of the guidelines provided below.
Complimentary Investor passes are exclusively available to senior investment professionals from organizations that allocate capital and do not sell third-party investment products or services. Qualified attendees must be of suitable seniority and be directly involved in portfolio management, investment strategy, or technology selection at their firm.
Organizations that are typically eligible include:
Ineligible organizations include, but are not limited to:
Vendors, consultants, technology providers, investment banks, law firms, and other service providers do not qualify for a complimentary Investor Pass.
You can review our full cancellation and substitution policy, as well as data protection guidelines here.