Participating Investment Managers are encouraged to complete the following questionnaire as completely and succinctly as possible for each offering in which they would like to introduce. Your answers will be turned into an offering fact sheet for distribution at the Conference.
Investment Manager / Sponsor Information
If you are submitting multiple offerings, you only need to complete the Manager / Sponsor Description, Mission Statement, and Website information once.
Regulatory / Legal Issues
If you are submitting multiple offerings, you only need to discuss any Regulatory / Legal issues once unless they are offering-specific.
Please upload logo PPM and marketing materials
via the link on the Become a Participating Investment Manager Sponsor page "Sponsorship Materials" or on the email invite.
Confirm & Submit