
Become a Participating Investment Manager Sponsor

To ensure the creation of impactful connections, TCFG has allocated a limited number of slots for Investment Managers. This approach guarantees that Investment Managers can maximize valuable "face time" interactions with the attending Financial Professionals, fostering an environment of quality engagement and meaningful networking.
Minimum Eligibility Requirements
Becoming a Participating Investment Manager requires meeting the following essential eligibility criteria:
1. Active Offering: You must possess an actively available offering.
2. Offering Management: You should hold the role of the offering manager.
3. Regulatory Standing: You must not be under any ongoing enforcement investigations or be associated with recent or pending regulatory issues.
4. Offering Requirements: Your offering must meet specific minimum prerequisites. These may include:
Offering an "RIA share class" priced at Net Asset Value (NAV) or excluding an adviser commission within its load.
Providing annual valuation reporting for your offering.
Establishing a mechanism to integrate data into the Firm's accounting software. This integration can be achieved through various methods such as DTCC, DST FanMail, direct data feeds, etc. If this integration is not possible, you should outline the approach for reconciling your offering for billing and reporting purposes.
5. Distribution Transparency: If your offering involves distributions, it is necessary to transparently indicate the allocation of the distribution into the return of principal, dividend income, and capital gains.
6. Agreement to Terms: You must agree to abide by the stipulated Terms and Conditions.
Adhering to these criteria ensures a robust and qualified pool of participating Investment Managers, fostering a collaborative and compliant environment.
7. You agree to the Terms and Conditions.
Pricing to be a participating Investment Manager for the November 2024 conference:
DIAMOND - $10,000
Join us at the top with the best sponsorship package we offer. The Diamond tier provides unparalleled access and exposure at our event.
Key benefits include:
• Premium Exhibition Space: A six-foot draped table dedicated for private meetings with each TCFG Financial Professional. We also add in the unique "speed dating" format so you can quickly connect with every TCFG representative.
• Comprehensive Access: Receive two conference attendee passes for seamless networking and participation.
• Exclusive Insights: Before the event starts, we'll send you a list of everyone attending and their contact details (this comes after you've made the payment).
• Branded Presence: Your brand will be featured on conference merchandise or swag like attendee bags, T-shirts, and lanyards or other giveaways distributed throughout the event.
For networking, you'll be part of a private dinner or cocktail party for DIAMOND sponsors. It's a great chance to chat with top speakers and TCFG Financial Professionals. We'll include a brief company profile in the event program and provide an opportunity for brief welcome comments by your company rep at the start of a general session.
To further distinguish your presence, we offer a featured blog post or interview on the conference website, ensuring your message reaches our audience before, during, and after the event.
PLATINUM $7,500
Unlock prominent exposure with this elite sponsorship tier, tailored to offer an edge while ensuring value.
Key benefits include:
• Exhibition Spot: You get a six-foot booth with the "speed dating" format, ideal for connecting with TCFG Financial Professionals. It's a dedicated space where meaningful conversations can happen quickly and efficiently.
• Event Access: Receive two passes to the conference, allowing for extensive networking opportunities and participation in the main events.
• Prep Ahead: We'll hand over a list of attendees a week before the conference. You'll have names and basic details to help you identify potential connections (details sent upon payment confirmation).
Brand Promotion is a key focus of this tier. Your company will be featured in the event program, and you'll have a representative introduce a breakout session or a workshop. Your logo will be visible on screens between sessions, ensuring regular brand exposure. To further differentiate your presence, we'll play a brief (2-3 minute) promotional video during breaks, giving you an additional platform to showcase your offerings.
Networking opportunities abound, with exclusive access to a unique session where TCFG Financial Professionals have allocated free time for dedicated one-on-one interactions with the PLATINUM sponsor group. Your logo will hold a prominent spot in the conference book and will be displayed during meals you sponsor, allowing attendees to associate your brand with delightful dining experiences.
Gold: $2,500
Step up your visibility with our GOLD sponsorship tier, designed for those looking for substantial exposure without the higher tier commitments.
Key benefits include:
• Exhibit Area: We'll set you up with a highball table in the exhibit room. It's a space where you can showcase your offerings and chat with TCFG Financial Professionals in an open format.
• Conference Access: With the GOLD package, one representative from your company will receive a pass to the conference. Dive into the sessions, network, and make the most of this opportunity.
• Stay Informed: Before the big day, we'll make sure you get an attendees' snapshot. It's a list highlighting the companies and key professionals attending, so you know who's in the room.
Visibility is a key component of this tier. Your logo will find its place in a dedicated section for GOLD sponsors in the event program, and you'll get periodic shoutouts on screens during session breaks. Your company's logo will be displayed on some shared event collateral, like group banners, ensuring attendees associate your brand with the event's success.
To extend your reach beyond the event itself, we'll include a mention of your company in a post-event email sent to all attendees, helping to reinforce connections made during the conference.
Tailored to offer meaningful advantages, the GOLD package is ideal for those who want to be part of the event's fabric and connect with its attendees.
By crafting the offerings in this manner, the DIAMOND sponsorship level is designed to provide a premier experience with exclusive engagement opportunities, followed by the PLATINUM and GOLD levels. This approach ensures that the top-tier sponsor receives a tailored and distinctive experience that aligns with their elevated investment.
Payment and Participation Details:
To confirm your participation, kindly proceed with payment upon receipt of the invoice.
Your participation in the conference and/or Study Group is contingent upon the full receipt of payment.
Kindly note that failure to submit full payment by October 15, 2024, will result in forfeiture of your reserved participation slot.
Additional Costs:
The outlined pricing structure covers the attendance of up to two (2) participants per Investment Manager. Additionally, one (1) more participant per Investment Manager can join for an added fee of $250.
While the sponsorship fee includes provisions for meals and beverages during the conference, it's important to be aware that travel and accommodation expenses are to be covered independently. We are pleased to offer you the opportunity to secure accommodations at the conference-designated hotel, benefiting from a discounted group rate.
Ready To Register?
Contact Us if you have any questions.
If you're interested in becoming a participating Investment Manager, please complete the following steps:
-
Complete our Investment Manager Registration below.
-
We will send you an invoice. Please pay promptly.
-
You will be asked to complete our Offering Questionnaire for each offering you would like to introduce to forum participants. Your answers will be used to create an offering fact sheet for distribution to all Financial Professionals attending the conference. Feel free to submit this at any time. We will let you know when our publishing deadline nears.
-
Upload a company logo for the Conference materials and any presentation materials Sponsorship Materials
***All materials for presentations, logos, and other promotional content must be preapproved before the conference. All sponsorship materials must be submitted to TCFG by October 15 to ensure fulfillment of the promises made in any sponsorship package.
Venue and Travel Information ~
Avenue of the Arts Costa Mesa
3350 Avenue of the Arts
Costa Mesa, CA 92626
TCFG has a room block. To participate in the room block pricing, please make your reservations by September 21, 2024 by using this link: TCFG 2024 ACM - Sponsor Booking
***Shipping for Booth items***
Avenue of the Arts Costa Mesa
ATTN: TCFG Group
3350 Avenue of the Arts
Costa Mesa, CA 92626
Participating Sponsors must complete the following registration application. Please complete all fields with an asterisk.
Your form is not submitted until you see "Thanks! Your form has been submitted".