Dear RIA Attendee:

 

RIAs are complimentary to attend and qualify for complimentary hotel accommodations and transportation-related expenses (up to $500 applicable to air, train or car travel) for up to 2 individuals per firm. Pinnacle Alts Forum will cover a maximum of 2 rooming nights based on qualified event attendance per person. You will be notified by our staff if additional representatives have registered from the same firm.

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Airfare Reimbursement Terms

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RIAs may be eligible for airfare reimbursement at Pinnacle Alts Forums. Each participating RIA is eligible to receive up to two (2) airfare reimbursements worth up to $500 each. To be eligible for an airfare reimbursement:

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• Participant must complete the registration form in its entirety and be accepted before the registration deadline.

• Plane ticket must be in the name of the participant (e.g., the person who is attending).

• Participant must have purchased the ticket himself/herself or by one’s own firm. That is, a participant cannot receive a reimbursement unless airfare was a bona fide expense (e.g., already purchased by a third-party, or points or credits were used)

• Participant must complete airfare reimbursement form and include a copy of ticket purchase within 14 calendar days after conclusion of event.

• Participant must arrive by Day 1 Introductions (e.g., arrive by 2:00 pm on Day 1).

• Participant must be present during the majority of the event.

• Participant must attend at least 8 one-on-one meetings.

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Once the airfare reimbursement form is received, Pinnacle Alts Forum will send a reimbursement check within five (5) working days after verifying all qualification terms were met. If any of the above terms were not met (and no exception was established before the event), you may not receive a reimbursement. Therefore, it is critical that you contact us if any part of your travel will cause you to deviate from the above terms. For example, you will arrive late or need to leave early.

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Other Forms of Travel Reimbursement Terms

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Pinnacle Alts Forum recognizes that participants may choose to travel by other means than plane, such as by train or car. We may be able to provide reimbursement for other travel means, provided they are not more expensive than $500 per participant. Such exceptions will be made on a case-by-case basis. To be eligible for other forms of travel reimbursement:

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• Participant must complete the registration form in its entirety and be accepted before the registration deadline.

• Request for other forms of travel reimbursement must approved by Pinnacle Alts Forum before any such expenses are incurred.

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Should Participant wish to drive to Pinnacle Alts Forum, parking at the hotel will automatically be covered by Pinnacle Alts Forum.

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Hotel Expense Terms

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Participants may be eligible for hotel expense reimbursement at Pinnacle Alts Forums. Each participating RIA is eligible to receive up to two (2) hotel rooms for up to two (2) nights, specifically for the first two days of the event. Pinnacle Alts Forum will book your hotel room(s) for you after your registration is complete and accepted. To be eligible to receive a complimentary hotel stay for two nights:

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• Participant must complete the registration form in its entirety and be accepted before the registration deadline.

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Pinnacle Alts Forum will only cover the cost of the hotel room. Each participant is responsible for his/her incidentals, such as room service and mini bar items, and will be asked to provide a credit card to the hotel at the time of check in to cover such items.

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Other Expenses Covered

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While Pinnacle Alts Forum has attempted to cover every major foreseeable expense, it recognizes that the participant may incur other expenses related to this event. This includes, but it not limited to: taxi or rideshare costs, meals and snacks during transit, guest-related travel costs, communication-related expenses, etc.​ Rather than itemize such expenses, each participant may be eligible to receive a $150 gift card to cover any and all incidental expenses. In order to receive the gift card, participant must meet the same terms as to qualify for airfare reimbursement.

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** IMPORTANT ** Hotel, airfare, and similar charges are paid for by participating Investment Managers as part of a qualified due diligence event, based on the understanding that registrants will attend all event sessions and other activities as may be specified. Pinnacle Alts Forum reserves the right to instead charge these amounts, or a portion thereof, to the registrant who does not adhere to announced attendance requirements. It is our expectation that attendees will participate in a majority of the event sessions.