IvyFON FAQ answers questions about IvyPlus events, the web site and other items.
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IvyFON is a peer to peer family office network formed for professionals in the family office space, institutional investors and related industries. We limit the number and type of service providers who may attend our events based on prior history with other networks and experience with how those networks declined in quality once their core members left.
We are not a group for job hunters who are not presently employed in the space or career transitioners.

Competitors are not allowed to attend.

Event Etiquette:
IvyFON networking events are known for their efficiency and brevity in formal introduction and over allocation of time for informal networking. We expect members to be brief in their introductions or dialogues in group meetings and to sell only their own services that they deliver, not the services of consulting or financial supermarkets they represent.

Event Etiquette - Post Event:
IvyFON does not tolerate the following behavior. (1) spamming other members, (2) soliciting other members for reasons other than the common event(s) you have participated in unless those specific members have requested such communications, (3) harassment of members.

Event Waiting List for Service Providers:
Ivyplus has overwhelming demand for participation from service providers. As a result, we have created a waiting list for service providers who want to participate in our events. Service provider participation is judged by the value, strength and diversity of contacts they bring to the group and re-evaluated routinely.

Exceptional Attendees:
Ivyplus has overwhelming demand for participation from attendees who are looking for jobs, i.e. job hunters or are in un-related fields. Exceptional attendance may be allowed on a one-off basis but is not granting of membership or regular invitation to group events.

Invitation Rights - Closed Event:
Invitation rights for closed Ivyplus events work in the following way: (1) those people employed by a fund may invite other fund members or service providers. (2) invited service providers are subject to a restriction on invitations and may be excluded even if invited if the number of overall service providers exceeds 25% of the audience or if there is a duplication in services offered with other members. (3) service providers may invite persons employed by funds, institutional investors or family offices , etc. (4) service providers MAY NOT invite other service providers.

Member Directory and List:
Ivyplus maintains an extensive database and contact list of persons in the alternative investment space. The list is not available for circulation or advertising but is used for event planning. We recommend that those who wish to contact Ivy Plus members attend events and develop meaningful relationships through those events. For vendors or those with announcements, space is available for announcements on our many member communications.

Membership Leaders Composition: Ivyplus has been formed by alumni of Global Top 50 universities. They represent Hedge Funds, Private Equity Firms including Venture Capital, Family Offices, Real Estate Funds, REITS, Institutional Investors and High Net Worths.

Refund Policy:
Ivyplus events historically sell out quickly. Holding a ticket for a prolonged period of time and seeking a refund reduces our ability to sell and price our events correctly. Therefore our refund policy for registrants is as follows: Refunds are available 1 month in advance of an event. There are no refunds within a month of the event or execution of a bulk purchase. A credit may be offered for a cancellation within a month of an event. Credits for attendees are only allowed once a year. For speakers cancellations are even more damaging to planning and pricing an event, there are no refunds within 3 months of an event, only credits. Speakers are only allowed credits for an event once a year. Any second cancellations for multi-event speakers results in forfeiture of a speaker credit.

Cancellation Policy:
Ivyplus has run events during natural or manmade disasters such as the January blizzards of 2011 and 2012. Our policy is to attempt to run an event with the only exceptions being a terrorist event (Boston 2013) or inaccessibility of a site.

Disaster Policy:
Ivyplus has had events during natural or manmade disasters such as the January blizzards of 2011 and 2012. Our policy is to attempt to run the event whether or not delayed. If the event cannot be held, credits will be issued for the event for the same city or another location.

Registration Transferability:
Under no cirumstances is registration transferable.

Substitution Policy:
IvyFON events historically sell out quickly. We monitor attendees at our events to make sure they are commensurate with other attendees and that they are membership worthy for the group in keeping with our academic and business credentials. Infrequently registrants at our events need to miss our events for business reasons and wish to substite others for their events. All substitutions must be validated with Ivyplus staff prior to any events due to our secure locations and to ensure that attendees are in keeping with our guidelines. Please email us when making a substitution at least 24 hours in advance and we will reply to you within that period as to validity and approval.

Discount Policy:
IvyFON may apply discounts for certain single family offices or institutional investors for events. These discounts are not transferable out of the single family office entity, i.e. to a platform company of a single family office or a company owned by an institutional investor.

IvyFON may suspend a member at any time from participation. Members who are suspended may re-apply for membership or participation within 3 months of the end of the term of their suspension.