2017 Registration

Select your city and save. Early Bird Pricing = $165. Regular Pricing = $265


Registrations are subject to verification of financial adviser status.

Industry Professional Rate: $995.

CANCELLATIONS: Any cancellations received in writing before the corresponding date for your city, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by emailing inevents@investmentnews.com.

Chicago: Cancellations must be received in writing by March 20th. Boston: Cancellations must be received in writing by June 5th. San Francisco: Cancellations must be received in writing by October 2nd.

ALREADY REGISTERED? To make any changes to your registration, click HERE.


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2017 Locations

San Francisco



JW Marriott San Francisco Union Square

515 Mason Street

San Francisco, CA 94102

Tel: (415) 771-8600

A dedicated room block has been reserved at the JW Marriott for our guests at a special negotiated rate of $309 for the night of Wednesday, November 8th and $279 for the nights of Thursday, November 9th and Friday, November 10th. This rate is available until October 2, 2017. Rooms are available on a first-come, first-served basis.

***PLEASE NOTE that due to a citywide convention in San Francisco, hotel room availability in the city is extremely tight over our dates. You are encouraged to make your hotel reservations as soon as possible.

Please click HERE to make your hotel reservation.

If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at charles@synaxismeetings.com

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Do you think your firm is a best place to work? Nominate it here. https://t.co/JYg5KQDAAA #InbestplacesThursday, Aug 17, 2017 11:46AM @eventsFromIN Don't miss today's webcast @ 4pm ET! An Adviser's Guide to Developing NextGen Talent https://t.co/zpUIBVfDwkTuesday, Aug 01, 2017 11:28AM @eventsFromIN Is your firm the best place to work? Nominate it! You just might find it on the winners list. https://t.co/MMNr2jfjy1 #INbestplacesThursday, Jul 27, 2017 10:00AM @eventsFromIN