CONNECT AND LEARN

Capital Allocators Fall Summit 2024

October 16th – 18th, 2024
Montage Deer Valley, Park City, UT

Name

First Name(Required)

Last Name(Required)

Preferred Name

Contact Details

Email(Required)

Mobile(Required)

Organization(Required)

Description of Organization

Title(Required)

Role(Required)

Firm AUM(Required)

Dietary Restrictions

Birthday(Required)

Admin Contact (if applicable)

Admin First Name

Admin Last Name

Admin Email

Please recommend two managers in your portfolio that we should consider inviting to attend the Summit.

Note: This information will be strictly confidential and not shared with anyone outside of Capital Allocators.

Manager Recommendation 1 (AUM > $5B)

Manager 1 - First Name(Required)

Manager 1 - Last Name(Required)

Manager 1 - Email(Required)

Manager 1 - Phone Number(Required)

Manager 1 - Organization(Required)

Manager 1 - Title(Required)

Manager 1 - AUM Asset Class(Required)

Manager 1 AUM ($B)(Required)

Manager 1 recommendation should have greater than $5 billion in AUM.

Manager 1 Admin or IR Contact (Optional)

Manager 1 Admin/IR Contact - First Name

Manager 1 Admin/IR Contact - Last Name

Manager 1 Admin/IR Contact - Email

Manager Recommendation 2 (AUM < $5.0B)

Manager 2 - First Name(Required)

Manager 2 - Last Name(Required)

Manager 2 - Email(Required)

Manager 2 - Phone Number(Required)

Manager 2 - Organization(Required)

Manager 2 - Title(Required)

Manager 2 - AUM Asset Class(Required)

Manager 2 AUM ($B)(Required)

Manager 2 recommendation should have less than $5 billion in AUM.

Manager 2 Admin or IR Contact (Optional)

Manager 2 Admin/IR Contact - First Name

Manager 2 Admin/IR Contact - Last Name

Manager 2 Admin/IR Contact - Email

Manager Recommendation – Diversity

Manager 3 - First Name

Manager 3 - Last Name

Manager 3 - Email

Manager 3 - Phone Number

Diversity Description

Manager 3 - Organization

Manager 3 - Title

Manager 3 - AUM Asset Class

Manager 3 AUM ($B)

Manager 3 Admin or IR Contact (Optional)

Manager 3 Admin/IR Contact - First Name

Manager 3 Admin/IR Contact - Last Name

Manager 3 Admin/IR Contact - Email

Please rank the size of managers you prefer to spend time with in sessions at the Summit (click and drag to rank: 1 = most preferred, 4 = least preferred):

$0.5B - $2B
$2B - $5B
$5B - $10B
Over $10B

Book Recommendation(Required)

Peer Discussion(Required)

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