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Capital Allocators Summit Application

Contact Details

First Name(Required)

Last Name(Required)

Preferred Name

Email(Required)

Organization(Required)

Firm Asset Class

Title(Required)

Role(Required)

Firm AUM(Required)

Additional Details

Description of Strategy(Required)

Client Composition(Required)

Firm/Institution Launch Year(Required)

Most Recent Marketing Deck(Required)

Accepted file types: ppt, pptx, pdf, Max. file size: 64 MB.

Client References

Please provide two clients in your portfolio that we may use as references. This information will be confidential and not shared with anyone outside Capital Allocators.

Reference #1

Client 1 - First Name(Required)

Client 1 - Last Name(Required)

Client 1 - Organization(Required)

Client 1 - Title(Required)

Client 1 - Email(Required)

Client 1 - Phone Number(Required)

Reference #2

Client 2 - First Name(Required)

Client 2 - Last Name(Required)

Client 2 - Organization(Required)

Client 2 - Title(Required)

Client 2 - Email(Required)

Client 2 - Phone Number(Required)

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