Attendee Type


MAY 18



Buy Side








Sell Side








Tech Vendors, Consultants and Exchanges







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Qualification Criteria

Aite Group’s Exchange and Engage event is open to qualified attendees only. Qualified attendees include senior-level executives (i.e., Directors, VPs, C-level) from buy-side, sell-side, exchanges and other financial institutions, and include investment professionals, portfolio managers, traders, compliance officers, and business analysts and strategists.

Not qualified to attend are analysts, venture capitalists, media, sales, marketing or consulting staff from non-sponsoring vendor companies. Opportunities for IT executives representing technology vendors or technology consulting firms to participate must align with the overall audience and event experience, as well as the goals of participating sponsors. Aite 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 Group approval.


We accept American Express, Discover, Visa, and MasterCard. Registration fees include refreshment breaks, reception and a copy of the onsite guide. 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 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.

Disclaimer: Aite Group reserves the right to cancel this event at any time. Aite 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.