IAA Events Policies

Event Recording Policies

The following guidelines apply to audio, video, and photographic recordings during the Investment Adviser Association’s (IAA’s) events. Additional guidelines on video, audio, and photographic recordings during specific IAA events may apply. Depending on the event:

• The IAA will record general and breakout sessions, unless prior arrangements are made between speakers and the IAA.
• Official recordings will be created by the IAA and made available to attendees following the event.
• The IAA’s Press Policy details press recording restrictions.

Attendee Recording Restrictions:

• Attendees are prohibited from recording any events without the IAA’s prior written approval.
• Unauthorized recordings may result in the attendee’s removal from the event without a refund.

Speaker Recording Rights:

• By agreeing to be recorded, speakers grant the IAA the right to reproduce, distribute, display, and provide copies of their likeness and recordings of their presentation and presentation materials, in whole or in part.

Prohibition on Use of Video, Audio, or Other Content

Any use of any portion of video, audio, or other content from an IAA event 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.

Personal Use Recordings:

• Photographs and brief video recordings for personal use are permitted in non-presentation areas (e.g., receptions, exhibit hall), provided they do not disrupt the activities or infringe on the privacy of other attendees.

Violations:

• Any individual found violating this policy may face actions including, but not limited to, removal from the event.

For further inquiries or to request recording permissions, please contact IAA Vice President of Communications and Marketing, Janay Rickwalder, at janay.rickwaler@investmentadviser.org.

Use of Mobile App/Virtual Platform

Any mobile application or virtual platform used by the IAA for an IAA event may not be used for unsolicited marketing purposes (unless you have a pre-existing relationship with the recipient of your communication).

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, vice president of meetings and events, at lisa.gillette@investmentadviser.org.

Medical Release

Registration and attendance at or participation in IAA live events constitutes an agreement by the registrant that they are participating in the event 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.