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IAA Events Policies

Prohibition on Use of Video, Audio, or Other Content

Any use of any portion of an IAA event, including the use of any audio or video, is strictly prohibited without the express written consent of the IAA. This includes, but is not limited to, any reproduction, rebroadcast, retransmission, or distribution of the event in any manner or form. In addition, no person may copy, recompile or create derivative works of any portion of the event and no portion of it shall be used by any party, directly or indirectly, for any commercial use or benefit without express written consent from the IAA.

Event Registration

Passwords and other log-in information provided in conjunction with registration for and participation in the event are intended for use solely by the registrant to whom they are sent and may not be shared with anyone. Access to the event may be denied if the IAA detects or suspects unauthorized use of such passwords and/or log-in information.

Privacy of Data Related to Events

The IAA provides (i) name, title, and firm name to IAA partners (sponsors or exhibitors of our events), event speakers, and event attendees, and (ii) with consent, email address of event attendees to IAA partners. The IAA will not be responsible for or in control of third parties’ use of this information. 

Event Code of Conduct

The Investment Adviser Association seeks to provide a welcoming, respectful and productive experience for its in-person and virtual event participants, regardless of gender, sexual orientation, disability, ethnicity, or religion. By registering for this event, you agree to conduct yourself in a professional manner as outlined below.

Expected behavior:

  • Be considerate, respectful, and collaborative.
  • Refrain from demeaning, discriminatory or harassing speech and behavior.

Unacceptable behavior:

  • Intimidating, harassing, abusive, discriminatory, derogatory or demeaning remarks or behavior.
  • Offensive comments related to gender, sexual orientation, race, religion, disability; inappropriate use of sexual images in public spaces; deliberate intimidation, stalking or following; harassing photography or recording; or sustained disruption of presentations.

This includes event-related social events at off-site locations, and in event-related online communities, chats, and social media.

Consequences of unacceptable behavior:

Unacceptable behavior will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. Participants in violation of the IAA Event Code of Conduct may be expelled from the event without a refund, and/or banned from future IAA events, at the sole discretion of the IAA.

Please bring any concerns to the immediate attention Lisa Gillette, Director of Meetings and Events, at

Medical Release

Registration and attendance at or participation in IAA live events constitutes an agreement by the registrant that they are participating in the conference of their own free will. While the IAA does its best to provide the safest possible environment for events, the registrant acknowledges freely and knowingly that as a result of their registration and participation, they assume responsibility for their own well-being and safety, releasing the IAA of any harm. 

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