What to Expect: Our Health & Safety Plan


We look forward to seeing you in person at Investments & Wealth Forum – NYC. We are excited to welcome our Institute community back to New York City to meet new colleagues, celebrate old ones and develop new skills and strategies to better serve private wealth clients.  


The Investments & Wealth Institute's priority is keeping everyone safe. Our team is committed to creating an event experience where attendees, exhibitors, partners, and employees can safely come together. The conference will be offered both in-person and on-demand. This year’s Investments & Wealth Forum – NYC has been planned with your health and safety in mind. We are working closely with the Marriott Marquis, and federal, state, and local authorities to stay in accordance with COVID-19 advice and guidelines. 


If your preference for attending in person has changed since you first registered, you may change your registration to on-demand. 




You can request to cancel or transfer a conference registration. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by November 8, 2022. A 30-percent cancellation fee will be applied for cancellations between November 9 and November 21, 2022. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after November 21, 2022. However, you will have access to all recorded sessions through June 5, 2023. 


Simply email conference@i-w.org to change your registration. Cancellations for conference registration must be received in writing. Please send cancellation requests to conferences@i-w.org. There are no refunds for no-shows. You will receive an email from the Institute conference team confirming the receipt of your request; if you do not receive an email with this confirmation within 24 business hours of your request to cancel, please call us at 303-770-3377. 


We are committed to implementing conscious and intentional measures to, in addition to combat COVID-19, promote healthy best practices. Here's what to expect if attending in person:


Safety Checks: Before the doors open, the venue and hotel staff will work hard to ensure the venue is safe, clean, and ready for our Institute community.


Registration: When you arrive, please come to registration and pick up your credentials, lanyard, on-demand login, and a personal hand sanitizer. 


Before You Arrive

  • Complete a self-assessment, and verify you are symptom-free. If you feel sick, you are asked not to travel to the event. In the event you are unable to attend, you will have access to the on-demand conference. 
    • You can refer to the CDC’s COVID-19 Self-Checker reference guide for any questions on symptoms by clicking here. 
  • If traveling by air, check if your airline requires any health information, testing, or other documents. 
  • If traveling to New York from outside the state, check the New York State website to understand the local Travel Advisories, here. 
  • We have an open line of communication in place with the Marriott Marquis and vendor partners and are continuing to track the current guidelines with health officials. 
  • Before the doors open, the hotel staff will work hard to ensure the venue is safe, clean, and ready for our Institute community!

Inside Investments & Wealth Forum - New York City

  • We ask that you fully comply with applicable New York and CDC COVID-19 health and safety measures and protocols while in attendance at Investments & Wealth Forum – NYC. 
  • Please follow all recommended Health & Safety Measures including washing your hands often, covering your cough or sneeze, and staying home. In the event that you are unable to attend, you will have access to the on-demand conference. 
  • At this time, the Marriott Marquis is not requiring masks for guests or attendees. 
  • If you become sick on-site, you are requested to remain in your hotel room and contact the hotel front desk. In the event that you are unable to attend or must leave early, you will have access to the on-demand conference. Contact our team at conference@i-w.org for on-demand access.   

The Marriott Marquis Associate & Guest Illness Exposure Response Protocol Overview

View Marriott’s COVID-19 response here. 

What is the venue’s current protocol if someone is ill with a suspected infection disease?

      • The wellbeing of our Associates and all who visit our properties is our highest priority, and we remain diligent in our commitment to provide a safe, hospitable environment for all who enter our doors. We are monitoring updates and working closely with properties in the affected regions to activate appropriate internal emergency plans as necessary, as well as advising all properties to work with local health authorities and adhere to government guidance on preventative measures as the situation warrants.  
Back to Investments & Wealth Forum - NYC 2022 | In-Person

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Contact Our Customer Care Team

+1 303-770-3377