Registration and Personal information provided to TABOR Capital Conferences, LLC (“TABOR” or “TABOR Capital”) or related entities, will be safeguarded by TABOR to the best of its ability. This information may be used to keep you informed of relevant services or upcoming events. A list of attendee names and associated firms may be disclosed to other attendees and prospective attendees of TABOR conferences or events. Please email TABOR at email@example.com if you wish to opt out of participation in any potential lists. Attendees of TABOR conferences may have their names and associated firm names disseminated via multiple media types in conjunction with any past, current or future TABOR conferences or events. TABOR does not share or disclose any nonpublic personal information with nonaffiliated third parties, except if required by law or if necessary as part of the conference registration process, including affiliated events of any TABOR conference or event.
Terms and Conditions:
Unrelated TABOR Events: TABOR conference attendees, including Sponsors, Managers, Family Offices, Speakers or anyone in attendance, are NOT permitted to invite other TABOR attendees to any non-TABOR events at the conference location or an outside location on any date corresponding with the conference, including non-TABOR events that would take place prior or after TABOR’s scheduled daily activities, without the written permission of TABOR Capital Conferences.
Attendee Representation: Each attendee must be an "Accredited Investor" per Rule 501(a) of Regulation D under the Securities Act of 1933. Additionally, each attendee must be either a "Qualified Client" under Rule 205-3 of the Investment Advisors Act of 1940 or a "Qualified Purchaser" under the Investment Company Act of 1934. Or each attendee must represent an organization that meets the above criteria.
Disclaimer: All Content distributed to TABOR relationships, is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing distributed by TABOR constitutes professional and/or financial advice, nor does any information distributed constitute a comprehensive or complete statement of the matters discussed or the law(s) relating thereto. TABOR, related entities, affiliates or related employees are not a fiduciary by virtue of any person’s use of or access to any content distributed by TABOR. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content distributed by TABOR or making any decisions based on such information or other content. In exchange for participating in any TABOR event you agree not to hold TABOR, related entities, affiliates or related employees liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through any distribution of materials by TABOR or by attending any TABOR event.
Information and Speakers / Presenters: Any information distributed and presented in conjunction with a TABOR conference or event has been compiled based upon information obtained from sources thought to be reliable and in good faith. Such information has not been independently verified and no guarantee, representation or warranty, express or implied is made as to its accuracy, completeness or correctness. We do not represent or endorse the accuracy or reliability of any of the information or content gained, nor the quality of any products, services, information or other materials received, invested in, or obtained by you as a result of any information or offer in or in connection with any TABOR conference or event. Any reliance upon any information received or relationships made in conjunction with a TABOR Conference or event shall be at your sole risk. We reserve the right, in our sole discretion and without any obligation, to make improvements to or correct any errors or omissions in any portion of the content that we make available to attendees and prospective attendees. All such information is subject to change without notice. Views expressed by Speakers / Presenters are their own. TABOR cannot accept liability for advice given, or views expressed, by any Speaker / Presenter at the conference or in any material provided to attendees.
Limitation of Liability: Excluding any liability of TABOR for willful misconduct or gross negligence, attendees agree that in no event shall TABOR or related entities be liable for any direct, indirect, special, punitive, exemplary or consequential damages, including but not limited to damages for loss of profits, revenue investment or losses in connection with the use of the TABOR website or in conjunction with any TABOR conferences or events, whether or not authorized and regardless of whether such damages arise in tort, contract or otherwise, even if TABOR has been advised of the possibility of such damages. Notwithstanding the foregoing, if a court should find TABOR liable for any losses, damages or expenses under this agreement, TABOR’s aggregate liability under this agreement, regardless of the form of action, shall not exceed $1,500.
Indemnification: TABOR conference attendees shall indemnify and hold TABOR, its affiliates, officers, directors, employees, agents and representatives of TABOR and its affiliates harmless from and against all costs, claims, demands, losses, expenses, attorney’s fees and liabilities of any nature whatsoever incurred or suffered by such TABOR conference attendees (1) arising out of, or in connection with, any third party claim, demand or cause of action based upon or in connection with attending any TABOR conference or relationships made at a TABOR conference; (2) breach of any attendee’s obligations, representations, warranties or covenants under this Agreement; (3) any allegation that TABOR’s use of any information provided by conference attendees in connection with its use of the information infringes or otherwise violates the intellectual property, proprietary or other rights of, or has caused harm to, a third party; and/or (4) attendees' gross negligence or willful misconduct.
Photography, Video and Recording: No photographs, video recordings or audio recordings are allowed without the express written permission of TABOR Capital Conferences, LLC.
Invitation Only / Registration Verification: Registration for all TABOR conferences is by invitation only. All attendees are subject to verification by TABOR. Approved attendees are not permitted to invite anyone from outside the approved attendee’s Firm, including Third Party Marketers (TPMs), outside marketing professionals or any other vendors or “outsiders”. Spouses of the Investment Managers are not permitted to attend any portion of the TABOR Conferences, unless they are one of the paid attendees representing the Investment Manager. If you have any questions, please ask TABOR before registering for the event.
Intellectual Property: By accepting these Terms and Conditions, all attendees hereby consent to being a part of any potential photographs, videos or other documentation taken at any TABOR conference or event. All attendees authorize the use and reproduction of such photographs, videos or other documentation by TABOR or any person or firm authorized by TABOR. All such photographs, videos or other documentation, including any and all intellectual property in connection with all TABOR conferences, shall be the sole property of TABOR. To the extent such ownership rights vest in you by operation of law or otherwise, all attendees hereby assign all rights, title and interest in such intellectual property to TABOR. The attendee hereby expressly releases TABOR, and its assignees, agents and employees from all privacy, defamation or other claims, demands and liabilities whatsoever in connection with the use of any of the above.
Access Requirements: Attendees should advise TABOR of any special access requirements at the time of registration.
Refund and Transfer Policy: All Registration and Sponsorship fees are final and there are no refunds; however, attendees may nominate an alternate person from their organization to attend up to 24 hours prior to the start of the event, at no extra charge. Please contact Troy Johns at (303) 870-8361 or firstname.lastname@example.org with any questions or transfer requests.
Conference and Sponsorship Fees: Conference fees and Sponsorship fees are subject to change without notice.
Attendee Cancellations: TABOR, nor its affiliates, nor its employees accept responsibility for travel and accommodations costs or other losses incurred by attendees if any such has to cancel for any reason. TABOR recommends that all attendees secure appropriate travel insurance coverage.
TABOR Investor Meetings: TABOR will schedule each First-Time-Attending Manager at least eight Investor (SFO, MFO or E&F) meetings during the conference. This one-way selection process is driven by the Family Offices/Investors and will take place after all registrations have been processed. If a First-Time-Attending Investment Manager does not receive at least eight scheduled Investor meetings, TABOR will contact the Manager prior to the conference and recommend they don’t attend the event in conjunction with a full refund. TABOR is not able to guarantee that all Investors will actually attend the conference or their scheduled meetings, thus potentially causing the number of meetings to be less than originally scheduled for each Manager. TABOR does not guarantee that each scheduled meeting will be a new introduction, it is possible that Investment Managers may know or have pre-existing relationships with some of Family Offices/Investors at the Conference. Meetings at the conference with pre-existing relationships will count towards all TABOR meeting thresholds. It is also possible that an Investor will elect to meet with the same Investment Manager at multiple TABOR Conferences, these repeat requests will count towards all meeting thresholds. Family Offices/Investors may also cancel scheduled meetings at the conference after hearing the Investment Manager presentations which could cause an Investment Managers scheduled number of meetings to be less than eight, which is out of the control of TABOR. Each 20-minute meeting slot is NOT necessarily a one-on-one meeting. If a 20-minute meeting slot has more than one unique Investor in the meeting, then the number of Investor meetings received in a particular meeting slot will equal the number of unique investment firms in that particular meeting slot (Example, if there are three unique investment firms in one 20-minute meeting slot, that will count as three meetings towards any TABOR threshold and the total number of meetings received at the conference). There will only be one Investment Manager in each meeting slot with one or multiple unique Family Offices/Investors. There is no guaranteed number of Investor meetings for Investment Managers that are attending their second or subsequent TABOR Conference.
Notification Requirement: TABOR kindly requests that all Conference Attendees don’t miss their scheduled meetings. If an individual needs to miss a scheduled meeting, notification to TABOR is required.
Investment Manager Strategies: TABOR may invite Investment Managers to the conference that have similar or overlapping strategies.
Investor List: TABOR does not distribute the list of investors to anyone. The family offices and other investors appreciate the respect they receive at TABOR. Family offices/investors may not be able or willing to share their contact information at the Conference. TABOR is happy to ask the family offices/investors after the conference is over if they would be willing to allow TABOR to share their respective contact information on a one-off basis with each investment manager that makes the request. TABOR does not guarantee the family offices/investors will allow their contact information to be shared with any specific investment manager(s). TABOR ABSOLUTELY REQUIRES THAT INVESTMENT MANAGERS MAKE ANY CONTACT REQUESTS TO TABOR VIA EMAIL WITHIN SEVEN (7) DAYS OF THE CONFERENCE.
Meeting Schedule: You will receive the list of your scheduled family office/investor meetings with your registration materials at the registration desk on the first day of the Conference.
Significant Others: Investment Managers are not allowed to bring their significant others to any of the TABOR events at the Conference; unless your significant other is one of the designated paying attendees. The family offices are allowed to bring significant others; however, most don’t.
Presentation Order: Presentation order is determined by the date that TABOR receives full payment for the Conference.
Raising Capital: TABOR does not expect managers to raise capital as a direct result of attending a TABOR Conference. Instead, we suggest focusing on building relationships with a great group of investors as an initial step in the process. Families often invest with people that they get to know and trust.
Attendance Numbers: TABOR will strive to invite approximately 40 - 50 Family Offices, 10 other Investors and approximately 20 Investment Managers to this event, but TABOR does not guarantee the final attendance numbers.
Hotel Reservations: Each Attendee is personally responsible for booking their own hotel room and all associated costs. TABOR highly encourages booking your room right away. TABOR does not guarantee hotel availability. If an Attendee decides to cancel their attendance at a TABOR Conference, that Attendee is responsible for notifying the hotel and complying with the hotel’s cancelation policy. TABOR is not responsible for any fees or expenses related to Attendees' individual room reservations or potential cancelation fees.
Transportation: Each Attendee is personally responsible for their own transportation to and from the conference. TABOR recommends that all attendees secure appropriate travel insurance coverage.
Alterations to the Conference: TABOR reserves the right to make alterations to the Conference itinerary, venue, timing and presenters / speakers.
Conference Cancellation: TABOR strives to hold all conferences as scheduled. However, due to unforeseen market circumstances, Acts of God or other circumstances beyond our control, we reserve the right to cancel or reschedule any event prior to its start date. We will notify all registered attendees as soon as a conference has been canceled or rescheduled via email or phone, and in the case of a canceled event, process full refunds for paid registrations and sponsorships. TABOR Capital Conferences, LLC is not liable for any travel-related or other expenses incurred by attendees in the case of a cancelled or rescheduled conference.
Website Links to Third Party Sites: User acknowledges that, at any time, TABOR’s website may display links to third party sites. TABOR is not responsible for the content of such links, or any products, services or other materials relating to any linked sites or any link contained in a linked site. TABOR does not endorse any linked sites or any content therein, or any products or services provided by the owner or operator of such sites. TABOR is not directly or indirectly liable to anyone for any damages or losses arising from or relating to the use or reliance on any products, services or other material relating to any third party-linked sites, or any link contained in a linked site.
TABOR Capital Conferences (“TABOR”) Code of Conduct Policy (“Policy”):
Treat others with respect, and be honest and ethical in any dealings with other attendees
Respect the confidentiality of others
Avoid excessive questioning or direct sales pitches that are aggressive or inappropriate
Do NOT invite others to the Conference or any specific TABOR events without prior approval from TABOR Capital Conferences
Abide by all local laws and regulations when in attendance at a TABOR Conference
Report inappropriate behavior or any uninvited guests to a TABOR representative
This Policy is not able to address every potential situation, so please exercise professional judgment and common sense when attending any TABOR conference
If you are unclear about this Policy, please ask a TABOR representative for further explanation or clarification
TABOR reserves the right to amend this Policy without notice
Assumption of the Risk and Waiver of Liability Relating to Coronavirus/COVID-19
The novel coronavirus, COVID-19 and all Variants (“COVID”), has been declared a worldwide pandemic by the World Health Organization. COVID is extremely contagious and is believed to spread mainly from person-to-person contact. As a result, federal, state, and local governments and federal and state health agencies recommend social distancing and have, in many locations, prohibited the congregation of groups of people.
TABOR Capital Conferences, LLC (“TABOR” or “TABOR Conference”) will work with the hotel and other conference venues to reduce the spread of COVID; however, TABOR cannot guarantee that you will not become infected with COVID as a result of traveling to the upcoming TABOR Conference, staying at the hotel, participating in the TABOR Conference and all related networking events, meals, meetings and activities. Further, attending the TABOR Conference could increase your risk of contracting COVID.
By registering for any TABOR Conference or in-person TABOR Event you acknowledge, understand and accept the contagious nature of COVID and voluntarily assume the risk that you may be exposed to or infected by COVID by attending any TABOR Conference or Event and that such exposure or infection may result in personal injury, illness, permanent disability, or death. You understand that the risk of becoming exposed to or infected by COVID at any TABOR Conference or Event may result from the actions, omissions, or negligence of yourself and others, including, but not limited to, hotel employees, TABOR employees, volunteers, speakers, activity coordinators, event planners, other conference attendees and anyone you come into contact with during your travels to and from the conference or as a result of your participation in any TABOR Conference or Event.
By registering for any TABOR Conference or Event you voluntarily agree to assume all of the foregoing risks and accept sole responsibility for any injury to yourself (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, that you may experience or incur in connection with your attendance and participation in any TABOR Conference or Event (“Claims”). On your behalf, you hereby release, covenant not to sue, discharge, and hold harmless TABOR, its employees, agents, and representatives, of and from the Claims, including all liabilities, claims, actions, damages, costs or expenses of any kind arising out of or relating thereto. You understand and agree that this release includes any Claims based on the actions, omissions, or negligence of TABOR, its employees, agents, and representatives, whether a COVID infection occurs before, during, or after participation in any TABOR Conference or Event.
By registering for any TABOR Conference or Event you also voluntarily agree to abide by all local laws
regulations and hotel/venue rules related to COVID when in attendance at this Conference and all related TABOR-hosted activities.
If any provision of this Waiver and Release of Liability is declared invalid, the remaining provisions remain enforceable.