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Where Issuers Meet Serious Investors

Curated retreats, high-signal virtual sessions, and invitation-only conferences designed for meaningful conversations, not crowded expos. Every event is built to create lasting connections between public companies and qualified investors.

 
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Featured Event

Summer Investor Retreat 2025

  • Napa Valley, California
  • 3-Day Immersive Program
  • Accredited Investors Only
An exclusive, intimate retreat bringing together 15 carefully selected mid-cap issuers and 25 qualified institutional investors for three days of structured dialogue, fireside sessions, and one-on-one meetings in wine country.
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Upcoming Events

Thoughtfully designed gatherings where capital meets conviction.

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Fall Institutional Roundtable 2026

1-Day Executive Program
  • Fall 2026
  • New York City, New York

A high-touch, closed-door program bringing together 12 carefully selected issuers and 30 institutional investors for a full day of moderated sector dialogue, issuer spotlights, and pre-scheduled one-on-one meetings—built for candid feedback and actionable follow-up.

INVITATION ONLY
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Winter Capital Markets Forum 2027

2-Day Intensive Program
  • Winter 2027
  • Las Vegas, Nevada
A focused forum convening 18 mid-cap issuers and 40 qualified investors for two days of structured content: macro and sector briefings, issuer-led working sessions, and curated one-on-one meetings designed to accelerate alignment and deepen long-term ownership.
ACCREDITED INVESTORS ONLY
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The Quarter-by-Quarter Market

6-Part Executive Series (Live + On-Demand)
  • Late 2026–Mid 2027
  • Issuer Exchange Virtual Series
A focused forum convening 18 mid-cap issuers and 40 qualified investors for two days of structured content: macro and sector briefings, issuer-led working sessions, and curated one-on-one meetings designed to accelerate alignment and deepen long-term ownership.
PUBLIC COMPANY EXECS &  QUALIFIED INVESTORS
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Three Formats, One Standard

Every event is designed around quality over quantity — small groups, curated attendees, and structured agendas that drive real outcomes.

Investor Retreats

Intimate, multi-day gatherings in curated settings. Limited to 40 attendees — a mix of issuers and qualified investors — designed for depth, not breadth.

Virtual Series

Focused 60–90 minute sessions tackling a single theme with expert panelists and moderated Q&A. High signal, no filler — built for busy schedules.

Conferences

Multi-day events combining keynotes, breakout sessions, and structured 1:1 meetings. Larger in scale but still carefully curated by invitation.

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Be the first to know about upcoming retreats, virtual sessions, and invitation-only conferences. We’ll only reach out when it matters.

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Issuer Exchange Inc. – Website Terms of Use

Effective Date: January 20, 2026
Last Updated: January 20, 2026

These Website Terms of Use (the “Terms”) govern your access to and use of [issuerexchange.com] (the “Site”) and any related online features, content, and communications offered by Issuer Exchange Inc. (“Issuer Exchange,” “we,” “us,” or “our”). By accessing or using the Site, you agree to these Terms. If you do not agree, do not use the Site.

1) Purpose of the Site

Issuer Exchange provides information about our products and services and offers ways to contact us or sign up through online forms. The Site may include educational or informational materials. The Site is not intended to provide legal, accounting, investment, tax, or other professional advice.

2) Eligibility

You must be at least the age of majority in your jurisdiction to use the Site. By using the Site, you represent that you meet this requirement and have the authority to enter into these Terms.

3) Changes to the Site and Terms

We may update the Site or these Terms at any time. Changes are effective when posted. Your continued use of the Site after changes are posted means you accept the updated Terms.

4) Privacy and Cookies

Your use of the Site is also subject to our Privacy Policy and any cookie notices we provide. By using the Site, you acknowledge that we may collect, use, and disclose information as described in the Privacy Policy, including through cookies and advertising pixels where permitted.

5) Permitted Use and Restrictions

You may use the Site only for lawful purposes and in accordance with these Terms.

You agree not to:

  • copy, modify, distribute, sell, lease, or reverse engineer any part of the Site except as permitted by law;
  • access or use the Site to build or support a competing product or service;
  • interfere with the security or operation of the Site (e.g., hacking, introducing malware, denial-of-service attacks);
  • scrape, harvest, or collect data (including personal information) from the Site without permission;
  • use automated means to access the Site except as allowed by us;
  • post or transmit unlawful, harmful, defamatory, obscene, or infringing content.

6) Accounts (If Applicable)

If the Site offers account registration:

  • You are responsible for maintaining the confidentiality of your credentials.
  • You agree to provide accurate, current information and to keep it updated.
  • You are responsible for all activity under your account.

We may suspend or terminate accounts for violations of these Terms or for security reasons.

7) Communications

If you submit a form, email us, or otherwise contact us, you agree that we may respond using the contact information you provide. You can opt out of marketing communications at any time, but we may still send administrative or service-related messages.

8) No Professional Advice / No Offer or Solicitation

The Site may include content related to capital markets, issuer communications, or securities disclosure. All content is provided for general informational purposes only and does not constitute legal, financial, investment, tax, or accounting advice.

Nothing on the Site constitutes:

  • an offer to sell or a solicitation of an offer to buy any security or other financial product; or
  • a recommendation, endorsement, or opinion regarding any issuer, security, investment strategy, or transaction.

9) Intellectual Property

The Site and all content, including text, graphics, logos, designs, software, and compilations (the “Content”), are owned by or licensed to Issuer Exchange and are protected by applicable intellectual property laws.

Subject to these Terms, Issuer Exchange grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Site for your personal or internal business purposes. No other rights are granted.

10) Feedback

If you provide suggestions, ideas, or feedback (“Feedback”), you grant Issuer Exchange a perpetual, worldwide, royalty-free license to use, modify, and incorporate the Feedback without restriction or compensation, to the extent permitted by law.

11) Third-Party Links and Services

The Site may link to third-party websites or services (including social media, analytics, and advertising networks). We do not control these third parties and are not responsible for their content, policies, or practices. Your use of third-party services is at your own risk and subject to their terms.

12) Disclaimers

THE SITE AND CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.” To the fullest extent permitted by law, Issuer Exchange disclaims all warranties and conditions, express or implied, including merchantability, fitness for a particular purpose, non-infringement, accuracy, and availability.

We do not warrant that the Site will be uninterrupted, secure, or error-free, that defects will be corrected, or that the Site or servers are free of harmful components.

13) Limitation of Liability

To the fullest extent permitted by law:

  • Issuer Exchange and its directors, officers, employees, contractors, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for loss of profits, revenue, data, goodwill, business opportunities, or other intangible losses, arising out of or related to your use of (or inability to use) the Site.
  • In any event, Issuer Exchange’s total liability for all claims relating to the Site will not exceed USD $100 (or the minimum amount required by applicable law, if greater).

Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

14) Indemnity

You agree to defend, indemnify, and hold harmless Issuer Exchange and its affiliates, and each of their directors, officers, employees, contractors, and agents, from and against claims, liabilities, damages, judgments, awards, losses, costs, and expenses (including reasonable legal fees) arising from:

  • your use of the Site,
  • your violation of these Terms,
  • your violation of any rights of another party, or
  • your content or submissions.

15) Acceptable Use of Submissions

If you submit content or information (including through forms), you represent that:

  • you have the right to provide it,
  • it is accurate to the best of your knowledge, and
  • it does not violate laws or third-party rights.

We may remove or disable access to submissions that violate these Terms or applicable law.

16) Suspension and Termination

We may suspend or terminate your access to the Site at any time, with or without notice, if you violate these Terms, your use poses a security or legal risk, or we discontinue the Site. Sections that should survive termination will survive.

17) Governing Law

These Terms are governed by the laws of the State of Nevada, without regard to conflict of laws principles.

18) Dispute Resolution and Venue

Except where prohibited by law, any dispute arising from these Terms or the Site will be brought exclusively in the state or federal courts located in Clark County, Nevada, and you consent to personal jurisdiction and venue in those courts.

19) Entire Agreement

These Terms, together with the Privacy Policy and any additional terms posted on the Site, form the entire agreement between you and Issuer Exchange regarding your use of the Site.

20) Severability

If any provision of these Terms is found unenforceable, the remaining provisions will remain in full force and effect.

21) Waiver

If we do not enforce a provision of these Terms, that does not waive our right to do so later.

22) Contact

Issuer Exchange Inc.
Address: 732 S 6th Street, Suite # 4000, Las Vegas, NV 89101
Email: [email protected]
Privacy Inquiries: [email protected]

 

Issuer Exchange Inc. – Privacy Policy

Effective Date: January 20, 2026
Last Updated: January 20, 2026

Issuer Exchange Inc. (“Issuer Exchange,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit [issuerexchange.com] (the “Site”) or contact us, including when you submit information through forms to sign up for the service or communicate with the company (collectively, the “Services”).

This Privacy Policy is intended to address requirements under applicable Canadian and U.S. privacy laws, including PIPEDA and applicable provincial privacy laws in Canada, and certain U.S. state privacy laws (for example, California’s CCPA/CPRA and similar state consumer privacy laws where applicable).

1) Scope

This Privacy Policy applies to personal information we collect:

  • through the Site and our online forms,
  • via email, phone, or other communications with us,
  • through cookies, pixels, SDKs, and similar technologies on the Site.

It does not apply to third-party websites or services you may access via links on our Site.

2) Personal Information We Collect

“Personal information” (or “personal data”) generally means information that identifies, relates to, describes, or could reasonably be linked to an individual.

  1. Information you choose to provide
    When you fill out forms, sign up, request information, or contact us, we may collect:
  • Contact details (e.g., name, email address, phone number, company/organization, job title)
  • Account and preference information (e.g., service interests, communication preferences)
  • Message content (e.g., information you include in inquiries or support requests)
  • Other information you submit voluntarily through forms
  1. Information collected automatically
    When you use the Site, we may automatically collect:
  • Device and network data (e.g., IP address, device identifiers, browser type, operating system)
  • Usage data (e.g., pages viewed, time spent, links clicked, referral URLs)
  • Approximate location (e.g., city/region inferred from IP address)
  1. Cookies, pixels, and similar technologies
    We use cookies and similar technologies (including advertising pixels) to:
  • keep the Site working,
  • understand Site usage and performance,
  • measure marketing effectiveness,
  • support advertising and “interest-based” or “targeted” advertising (as defined by some laws).

See Section 6 for details and choices.

3) How We Use Personal Information

We use personal information for purposes such as:

  • Providing and operating the Services (e.g., processing sign-ups, responding to inquiries)
  • Communicating with you (e.g., service updates, administrative messages, customer support)
  • Marketing and promotions (where permitted by law and your choices)
  • Analytics and improvement (e.g., troubleshooting, testing, improving content and features)
  • Security and fraud prevention (e.g., protecting accounts, monitoring for misuse)
  • Legal and compliance (e.g., maintaining records, enforcing terms, responding to legal requests)

4) Legal Bases and Consent (Canada and certain jurisdictions)

Where required by law, we rely on consent to collect, use, or disclose personal information, except where permitted or required by law without consent (for example, to comply with legal obligations or to protect against fraud).

You may withdraw consent at any time (subject to legal or contractual restrictions) by contacting us at [email protected]. Withdrawing consent may affect our ability to provide certain Services.

5) How We Disclose Personal Information

We may disclose personal information to:

  • Service providers/processors that help us operate (e.g., hosting, form tools/CRM, email delivery, analytics, customer support, security, advertising/measurement vendors)
  • Professional advisors (e.g., legal, accounting, audit) as needed
  • Business transaction parties (e.g., in a merger, acquisition, financing, or asset sale—subject to appropriate safeguards)
  • Law enforcement/regulators if required to comply with law, protect rights, safety, and security, or prevent fraud

We do not disclose personal information beyond what is reasonably necessary for the purposes described in this policy.

6) Cookies, Advertising Pixels, and Your Choices

  1. Types of cookies/trackers we use
  • Strictly necessary: essential for Site functionality and security
  • Analytics/performance: help us understand how the Site is used
  • Functional: remember preferences
  • Advertising/targeting: help measure ads and show more relevant ads (may involve pixels)
  1. Managing cookies
    You can control cookies through:
  • Cookie banner/preferences tool (if enabled on the Site)
  • Browser settings (block or delete cookies; may affect Site functionality)
  • Device settings (for mobile identifiers, where applicable)
  1. Interest-based / targeted advertising opt-outs
    Depending on your location, you may have the right to opt out of “targeted advertising” or certain ad-related sharing. We will honor applicable opt-out requests as described in Section 8.
  2. Do Not Track / Global Privacy Control
    Some browsers and extensions provide signals such as “Do Not Track” or Global Privacy Control (GPC). Where required by law, we will treat GPC as a valid request to opt out of certain tracking or “sharing” used for targeted advertising.

7) Data Retention

We retain personal information only as long as necessary for the purposes described in this Privacy Policy, including to:

  • provide the Services,
  • maintain business and legal records,
  • resolve disputes,
  • enforce agreements,
  • comply with legal obligations.

Retention periods vary depending on the type of information and why we collected it.

8) Your Privacy Rights and Choices

  1. Canada (PIPEDA and applicable provincial laws)
    Depending on your jurisdiction, you may have the right to:
  • Access your personal information
  • Request correction of inaccurate information
  • Withdraw consent (subject to limitations)
  • Complain to the appropriate privacy regulator
  1. United States – State Privacy Rights (where applicable)
    Depending on your state of residence and the nature of our processing, you may have rights to:
  • Access/confirm personal data
  • Delete personal data (with certain exceptions)
  • Correct inaccurate personal data
  • Data portability
  • Opt out of certain processing, including targeted advertising and certain “sale”/“sharing” concepts as defined by applicable laws

Submitting a request: email [email protected] with subject “Privacy Request.”

California notice (if applicable): We may use third-party cookies/pixels for advertising measurement and targeted advertising, which may be considered “sharing” (and in some cases “selling”) under California law. Where required, we will provide an opt-out mechanism (including recognition of GPC where legally required). We will not discriminate against you for exercising privacy rights.

  1. Marketing communications
    You can opt out of marketing emails at any time by using the unsubscribe link in our emails or by contacting us. Administrative/service communications may still be sent if necessary.

9) Cross-Border Transfers

We may store and process personal information in Canada, the United States, and other jurisdictions where we or our service providers operate. Laws in those jurisdictions may differ. We take steps to require appropriate safeguards from service providers consistent with this Privacy Policy and applicable law.

10) Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

11) Children’s Privacy

The Site and Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

12) Contact Us (Privacy Inquiries)

Issuer Exchange Inc.
Address: 732 S 6th Street, Suite # 4000, Las Vegas, NV 89101
Support: [email protected]
Privacy Inquiries: [email protected]

13) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date shows when changes were made. If changes are material, we may provide additional notice as appropriate.