Contact Information
Name *
Name
Office Phone
Office Phone
Mobile Phone
Mobile Phone
Preferred Method of Communication
Please select your preferred method of communication
Your Business
Please answer the following questions related to your business.
Briefly describe how you position yourself with your clients (your 'elevator pitch').
Your Investment Philosophy
Select all that apply to describe your investment philosophy
Please enter the total assets under management in your personal book (USE NUMBERS ONLY, no commas)
$
Please enter the number of accredited clients in your personal book
Please enter the average net worth for your accredited clients (USE NUMBERS ONLY, no commas)
$
Custodian Platforms
Select the primary custodian platform(s) used by your firm
Investment Preferences
Please respond to the following questions related to investment attributes and structure
Private Funds / Deals
Private Funds / Deals
Rate the following statements
I currently have an interest in private investment opportunities
I am actively looking for private investment opportunities
I prefer investing in funds over individual deals
Current Alternative Asset Classes
Please select all of the Alternative Investment Asset classes currently in your portfolios
Alternative Asset Class Interest
Select the alternative asset classes in which you are currently interested
Please list the alternative investment products currently in your clients' portfolios
Miscellaneous Items
Miscellaneous Items
Please rate the following statements
I would invest with a first time fund manager
I require a 3rd party report for any potential private investment
I require a site visit as part of my due diligence process
I require audited financials as part of my due diligence process
I will only allocate to products that are on my preferred custodian platform
I will only allocate to products with some form of liquidity
A 7 year expected hold period would limit my allocations to an investment product
Please list any 'deal breakers' that would automatically preclude you from moving forward with an investment
Impact
Please respond to the following questions related to interest in non-financial returns (i.e. "impact")
Impact Interest
Impact Interest
Rate the following statements:
I currently have interest in impact investments.
My clients currently have interest in impact investments.
Current Impact Investments
My clients currently have investments that would be characterized as ''impact' or 'values-based'
Please list the products currently in your clients' portfolios that you deem to be 'impact' or 'values-based'
Impact Theme Interest
Select the impact themes in which you and/or your clients currently have interest
Impact Locale Interest
Select the locales in which you and/or your clients currently have interest