Attendee Type




Qualified Financial Institutional Attendee*




Vendor, Service Provider, Consultant & Non-Qualified Institutional Attendee:        (Or other)




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Aite-Novarica Group’s Wealth & Asset Management Forum is an invite-only event and all attendees must be qualified to attend. Please contact us at with general inquiries.

*Qualification Criteria:
Aite-Novarica Group's Wealth & Asset Management Forum is open to qualified attendees only. Qualified attendees include senior-level wealth and asset management executives (i.e., VPs, SVPs, C-level) or their equivalent; involved in the purchase, evaluation or recommendation of IT or wealth and/or asset management products/services; and/or responsible for wealth and/or asset management within their organizations. Examples of qualified titles include Heads of wealth management, Heads/VPs of strategy, Heads/VPs of digital strategy, Chief technology officers, Heads of distribution (asset management), Chief operating officers, and Heads of advisor training and development.

Not qualified to attend are analysts, venture capitalists, sales, marketing, or consulting staff from non-sponsoring vendor companies. Opportunities for IT executives representing high tech vendors or high-tech consulting firms to participate must align with the overall audience and event experience, as well as the goals of participating sponsors. Aite-Novarica Group reserves the right to limit the number of such participants per company and as part of the event overall. All participants are subject to Aite-Novarica Group approval.

Additional criteria for qualification are available upon request. We thank you for your understanding as we maintain the quality of this audience.

We accept American Express, Discover, Visa, and MasterCard. Full Payment must be received 10 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed.

Substitutions and Cancellations:
Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (10 Days prior to start date). All cancellations must be made in writing, submitted within 60 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future Aite-Novarica Group event to be used in the same year.

All discount offers are for new registrations only and cannot be applied to the registrations submitted prior to receiving the offer. No refunds on current registrations will be issued.

Aite-Novarica Group reserves the right to cancel this event at any time. Aite-Novarica Group reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information regarding administrative policies such as complaints and refund, please contact our offices at +1.617.338-6050.

For all other inquiries including consideration for event attendance, please contact us at