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Become a Participating Investment Manager Sponsor
To ensure valuable connections are made, TCFG only has room for a specific number of Investment Managers. In addition, a strict participant attendance policy will be enforced to ensure that Investment Managers are getting proper “face time” with attending Financial Professionals.
 

Minimum Eligibility Requirements

To become a participating Investment Manager, you must meet the following minimum eligibility requirements:

  • You should have an active offering

  • It would be best if you were the manager of the offering

  • You should not be under any current enforcement investigations or have any recent or pending regulatory issues

  • Your offering should meet some minimal requirements. Examples of this include:

            - Your offering has an “RIA share class” that is priced at NAV or at least does not include an adviser commission within its                     load.

            - Your offering provides valuation reporting on at least an annual basis.

            - Your offering has some means with which to provide data into the Firm’s accounting software. This may be done via                             multiple ways, including DTCC AIP, DST FanMail, direct data feeds, etc. If you do not provide such means, you will need                    to provide an explanation on how the Firm can reconcile your offering for billing and reporting purposes.

If your offering provides distributions, you clearly identify what portion of the distribution is a return of principal, what portion is dividend income, and what portion is capital gains.

​Pricing to be a participating Investment Manager for the November 2023 conference:

 

DIAMOND: $10,000 ~ Available to the first ten Investment Managers that sign up:

  • Six-foot table/booth with pipe and drape in the exhibit room set up for one-on-one speed dating session with each TCFG Financial Professional.

  • Two full conference attendee registrations.

  • Attendees list with full contact information via electronic format prior to the event (to be provided after payment).

  • Brief company profile included in event program.

  • Brief welcome comments by your company rep at the start of the general session.

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For an additional $5,000, you will be recognized as the Keynote Speaker.

PLATINUM: $7,5,000 ~ There are five spots available with exhibit space.

  • Six-foot table/booth with pipe and draping in the exhibit room.

  • Two full conference attendee registrations.

  • Updated weekly attendee list with full contact information via electronic format prior to the event (attendee list to be provided after payment).

  • Brief company profile included in the event program.

Payment and participation:

Payment is required upon registration, you will receive an invoice.

Payment must be received in full to participate in the conference and/or Study Group.

​​Additional Costs

The above pricing allows for up to two (2) participants per Investment Manager to attend. Up to one (1) additional participant to attend per Investment Manager for an additional cost of $1,000.

​While food and beverages during the conference are included in your sponsorship fee, you will be required to cover your own travel and accommodation costs. You will be eligible to register at the conference's designated hotel at a discounted group rate.

The sponsorship pricing allows for up to two (2) participants per Investment Manager to attend.

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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 

Venue and Travel Information ~ the venue has not been confirmed; you will receive an email alert upon confirmation.

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".

Attendee Registration

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By submitting this agreement your firm agrees to invest and take part in The Certus Financial November 6 -8, 2023 national conference. The Partner understands its role and commitment during the conference according to the investment amount selected below and that planning and attendance will be coordinated with TCFG. TCFG will invoice the Partner upon receipt of this executed agreement (if applicable). Participation will be secured upon full receipt of payment.

Thank you Registration Completed

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