Exchange Privacy Policy

Exchange (“us”, “we” or “our”) operates the https://www.exchangeetf.com website (the “Service”).

This page informs you of our policies regarding the collection, use and disclosure of personal data when you use our Service and the choices you have associated with that data.

We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from https://www.exchangeETF.com and all URLs herein.

 

Definitions

  • Service
    Service is the https://www.exchangeETF.com website operated by Exchange ETF LLC.
  • Personal Data
    Personal Data means data about a living individual who can be identified from that data (or from that and other information either in our possession or likely to come into our possession).
  • Usage Data
    Usage Data is data collected automatically either generated by the use of the Service or from the Service infrastructure itself (e.g., the duration of a page visit).
  • Cookies
    Cookies are small pieces of data stored on your device (computer or mobile device).
  • Data Controller
    Data Controller means the natural or legal person who (either alone or jointly or in common with other persons) determines the purposes for which and the manner in which any personal information is, or is to be, processed.
    For the purposes of this Privacy Policy, we are a Data Controller of your Personal Data.
  • Data Processors (or Service Providers)
    Data Processors (or Service Providers) means any natural or legal persons who process the data on behalf of the Data Controller.
    We may use the services of various Service Providers to process your data more effectively.
  • Data Subject (or User)
    Data Subject is any living individual who is using our Service and is the subject of Personal Data.

Information Collection and Use

We collect several different types of information for various purposes to provide and improve our Service to you.

Types of Data Collected

 

Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally identifiable information may include, but is not limited to:

  • Email address
  • First name and last name
  • Address, State, Province, ZIP/Postal Code, City
  • Cookies and Usage Data
  • Professional Credentials/Affiliations (e.g., CRD number)

We may use your Personal Data to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. We also share your Personal Data with sponsors of the Exchange ETF Conference who may also contact you with their own materials. You may opt out of receiving any, or all, of these communications from us or any third party by following the unsubscribe link or instructions provided in the email. To opt out of having your personal data shared with sponsors please email [email protected].

 

Usage Data

We may also collect information about how the Service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol address (IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

 

Tracking & Cookies Data

We use cookies and similar tracking technologies to track the activity on our Service and hold certain information.

Cookies are files with small amounts of data that may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags and scripts to collect and track information, and to improve and analyze our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Examples of Cookies we use:

 

  • Session Cookies. We use Session Cookies to operate our Service.
  • Preference Cookies. We use Preference Cookies to remember your preferences and various settings.
  • Security Cookies. We use Security Cookies for security purposes.
  • Advertising Cookies. Advertising Cookies are used to serve you with advertisements that may be relevant to you and your interests.

Use of Data

Exchange ETF LLC. uses the collected data for various purposes:

  • To provide and maintain our Service
  • To notify you about changes to our Service
  • To allow you to participate in interactive features of our Service when you choose to do so
  • To provide customer support
  • To gather analysis or valuable information so that we can improve our Service
  • To monitor the usage of our Service
  • To detect, prevent and address technical issues
  • To provide you with news, special offers and general information about other goods, services and events that we offer that are similar to those that you have already purchased or inquired about unless you have opted not to receive such information
  • To share with Sponsors of the Exchange ETF Conference who may provide you with news, special offers and general information about goods, services, and events that they offer, unless you have opted not to receive such information

Legal Basis for Processing Personal Data Under General Data Protection Regulation (GDPR)

If you are from the European Economic Area (EEA), Exchange ETF LLC’s. legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it.

Exchange ETF LLC. may process your Personal Data because:

  • We need to perform a contract with you
  • You have given us permission to do so
  • The processing is in our legitimate interests and it is not overridden by your rights
  • To comply with the law

Retention of Data

Exchange ETF LLC. will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (e.g., if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

Exchange ETF LLC. will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer time periods.

 

Transfer of Data

Your information, including Personal Data, may be transferred to—and maintained on—computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and process it there.

Your consent to this Privacy Policy, followed by your submission of such information, represents your agreement to that transfer.

Exchange ETF LLC. will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy, and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.

 

Disclosure of Data

Business Transaction

If Exchange ETF LLC. is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.

Disclosure for Law Enforcement

Under certain circumstances, Exchange ETF LLC. may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

Legal Requirements

Exchange ETF LLC. may disclose your Personal Data in the good faith belief that such action is necessary to:

  • Comply with a legal obligation
  • Protect and defend the rights or property of Exchange ETF LLC.
  • Prevent or investigate possible wrongdoing in connection with the Service
  • Protect the personal safety of users of the Service or the public
  • Protect against legal liability

Security of Data

The security of your data is important to us, but remember that no method of transmission over the internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Your Data Protection Rights Under General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. Exchange ETF LLC. aims to take reasonable steps to allow you to correct, amend, delete or limit the use of your Personal Data.

If you wish to be informed of what Personal Data we hold about you, and if you want it to be removed from our systems, please contact us.

In certain circumstances, you have the following data protection rights:

  • The right to access, update or to delete the information we have on you. Whenever made possible, you can access, update or request deletion of your Personal Data directly within your account settings section. If you are unable to perform these actions yourself, please contact us to assist you.
  • The right of rectification. You have the right to have your information rectified if that information is inaccurate or incomplete.
  • The right to object. You have the right to object to our processing of your Personal Data.
  • The right of restriction. You have the right to request that we restrict the processing of your personal information.
  • The right to data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable and commonly used format.
  • The right to withdraw consent. You also have the right to withdraw your consent at any time where Exchange ETF LLC. relied on your consent to process your personal information.

Please note that we may ask you to verify your identity before responding to such requests.

You have the right to complain to a Data Protection Authority about our collection and use of your Personal Data. For more information, please contact your local data protection authority in the European Economic Area (EEA).

 

Service Provider

We may employ third-party companies and individuals to facilitate our Service (“Service Providers”), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.

These third parties have access to your Personal Data only to perform these tasks on our behalf, and are obligated not to disclose or use it for any other purpose.

Analytics

We may use third-party Service Providers to monitor and analyze the use of our Service.

  • Google Analytics
    Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.

    You can opt out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about visits activity.

    For more information on the privacy practices of Google, please visit the Google Privacy & Terms webpage: https://policies.google.com/privacy?hl=en

Advertising

We may use third-party Service Providers to show advertisements to you to help support and maintain our Service.

  • Google AdSense & DoubleClick Cookie
    Google, as a third-party vendor, uses cookies to serve ads on our Service. Google’s use of the DoubleClick cookie enables it and its partners to serve ads to our users based on their visits to our Service or other websites on the Internet.

    You may opt out of the use of the DoubleClick Cookie for interest-based advertising by visiting the Google Ads Settings webpage: http://www.google.com/ads/preferences/

Behavioral Remarketing

Exchange ETF LLC. uses remarketing services to advertise on third-party websites to you after you visited our Service. We and our third-party vendors use cookies to inform, optimize and serve ads based on your past visits to our Service.

  • Google AdWords
    The Google AdWords remarketing service is provided by Google Inc.
    You can opt out of Google Analytics for Display Advertising and customize the Google Display Network ads by visiting the Google Ads Settings page: http://www.google.com/settings/ads
    Google also recommends installing the Google Analytics Opt-Out Browser Add-On – https://tools.google.com/dlpage/gaoptout – for your web browser. Google Analytics Opt-Out Browser Add-On provides visitors with the ability to prevent their data from being collected and used by Google Analytics.
    For more information on the privacy practices of Google, please visit the Google Privacy & Terms webpage: https://policies.google.com/privacy?hl=en

Links to Other Sites

Our Service may contain links to other sites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.

We have no control over, and assume no responsibility for, the content, privacy policies or practices of any third-party sites or services.

 

Children’s Privacy

Our Service does not address anyone under the age of 18 (“Children”).

We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian, and you are aware that your child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

 

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective, and update the “effective date” at the top of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

 

Contact Us

If you have any questions about this Privacy Policy, please contact us by emailing [email protected]

Wheel of Impact

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

Health Is Wealth Center

Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.

Future Proof Creator Corner

rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.

Future Proof Live

Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.

BrainDate

Technology is embedded in everything we do. So, why should a conference be any different? Exchange has invested in the next generation of networking apps, allowing you to connect, interact and share your experiences, before, after and on site at Exchange. Build lasting relationships and connections to empower your business.

NYSE TV Studio

Get the latest ETF industry update at Exchange! With 100+ industry leaders and innovators, there’s no shortage of amazing ideas going around. Add another 100+ thought leaders on top of that, and you have a content bonanza. Stop by and watch as the NYSE brings our TV studio to life.

Cabanas

No trip to South Florida is complete without a visit to the world-famous cabanas of the Fontainebleau. Connect and host your peers, clients and colleagues in a more relaxed environment as you step outside to take in the fresh air, reenergize and get business done.

Immersive Experiences

People want to fall in love with your brand, they want to understand it, experience it. Exchange welcomes 100+ sponsors with interactive booths to bring you closer to the ETF industry, leaving you better educated and prepared for the road ahead.

Podcast Booth

Podcasts are taking over the world, but how do you get started? At Exchange, we bring the experts to you. Book a time slot to learn more about how you can get your podcast off the ground. Already have a podcast? Book a time slot and invite a guest or two, and record a podcast live from Exchange.

Marketplace Tours

Large exhibit halls can be intimidating, with what feels like countless aisles of booths, making it difficult to know where to start. Exchange introduces our Marketplace guided tours. Join our expert guides as they highlight the most innovative companies driving meaningful change in the ETF industry.

Wednesday Night Reception

TUESDAY Night Reception

The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.

Mission Miami

Monday

Miami is vibrant and full of life, art and food that is truly unique to this wonderful city. Take advantage of being out of the cold and soak up all that Miami has to offer. Not sure what to do? Check in with us and we’ll let you know what’s happening and where you should be going.

Night Welcome Reception

SUNDAY

Exchange kicks off our networking with a welcome reception just feet from the Atlantic Ocean. Enjoy amazing cocktails, little bites and the warm air as you reconnect with peers and industry colleagues after more than two years of being apart. Stay tuned for more details

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