ALT GOES MAINSTREAM

RIA FIELD TRIP

Attendee Interest Form

YOUR INFORMATION

Question Title

* 1. Name

Question Title

* 2. Job title

Question Title

* 3. Work email

Your Firm

Question Title

* 4. Firm name

Question Title

* 5. Firm type (select all that apply)

Registered Investment Advisor

Private Bank

Family Office

Wirehouse

Independent Broker Dealer

Consultant

Other (please specify)

Question Title

* 6. Total assets under management

$1B - $5B

$5B - $10B

$10B - $20B

$20B - $50B

$50B+

Question Title

* 7. Current allocation to alternative investments (% of total AUM)

0% to 5%

5% to 15%

15% to 25%

25% or more

Question Title

* 8. Target allocation to alternative investments in the next 12 months (%)

0% to 5%

5% to 15%

15% - 25%

25% or more

INVESTMENT FOCUS

Question Title

* 9. Preferred fund structure to access alternative investments (Select all that apply)

Drawdown

Interval

Evergreen

BDC

Undecided

Question Title

* 10. Strategies you intend to allocate to in the next 12 months (Select all that apply)

Private Equity

Private Credit

Venture Capital

Hedge Funds

Infrastructure

Secondaries

GP Stakes

Real Estate

Crypto Assets

Undecided

Question Title

* 11. Asset managers you are interested in learning more about

Meetings run 9am–4pm ET over two days. Hotel accommodations at the Equinox Hotel in NYC are provided by Alt Goes Mainstream.

ALT GOES MAINSTREAM

RIA FIELD TRIP

Attendee Interest Form

Question Title

* 1. Name

Question Title

* 2. Job title

Question Title

* 3. Work email

Question Title

* 4. Firm name

Question Title

* 5. Firm type (select all that apply)

Question Title

* 6. Total assets under management

Question Title

* 7. Current allocation to alternative investments (% of total AUM)

Question Title

* 8. Target allocation to alternative investments in the next 12 months (%)

Question Title

* 9. Preferred fund structure to access alternative investments (Select all that apply)

Question Title

* 10. Strategies you intend to allocate to in the next 12 months (Select all that apply)

Question Title

* 11. Asset managers you are interested in learning more about

Question Title

* 12. Which dates are you available to attend a Field Trip in NYC? (Select all that apply)

Question Title

* 13. Additional comments or questions

ALT GOES MAINSTREAMRIA FIELD TRIPAttendee Interest Form

Question Title

* 1. Name

Question Title

* 2. Job title

Question Title

* 3. Work email

Question Title

* 4. Firm name

Question Title

* 5. Firm type (select all that apply)

Question Title

* 6. Total assets under management

Question Title

* 7. Current allocation to alternative investments (% of total AUM)

Question Title

* 8. Target allocation to alternative investments in the next 12 months (%)

Question Title

* 9. Preferred fund structure to access alternative investments (Select all that apply)

Question Title

* 10. Strategies you intend to allocate to in the next 12 months (Select all that apply)

Question Title

* 11. Asset managers you are interested in learning more about

Question Title

* 12. Which dates are you available to attend a Field Trip in NYC? (Select all that apply)

Question Title

* 13. Additional comments or questions

ALT GOES MAINSTREAM

RIA FIELD TRIP

Attendee Interest Form