The Deal Ring will feature fund managers pitching to a panel of allocator judges that we call the Ringmasters. In the style of Shark Tank or Dragon's Den, the managers hope to land a meeting with a Ringmaster to discuss their fund for a potential allocation. The managers will be prepped and practiced prior to coming on stage. The audience will be made up of alternative industry professionals who will vote for their favorite manager using our mobile application.
A cocktail reception will follow the presentations.
Participating managers will be coached by James Rosebush, Former Deputy Assistant to Ronald Reagan and Chief of Staff to the First Lady. This valuable session will utilize Mr. Rosebush's knowledge, and give the managers the skills and confidence to make their presentation in front of the panel of allocator judges, the Ringmasters.
Mr. Rosebush is the CEO of GrowthStrategy, a firm dedicated to both advising Family Offices on wealth management and providing coaching and training to leaders for effective crisis communication and public speaking.
The coaching session will focus on Mr. Rosebush's 7 Keys to a Perfect Pitch, where he develops the techniques required to make a winning pitch.
The Deal Ring will feature managers of various strategies.
The managers will have 5 minutes to make their presentation. During this time they will make their case for their strategy utilizing the teachings from their session with Mr. Rosebush.
After the presentation, the Ringmasters have 10 minutes to ask questions of the manager. The Ringmasters will then be asked whether or not they are interested in following up with the manager, or passing.
We are excited to bring audience participation into the presentations. Using our mobile app, members of the audience will vote for their favorite manager. Following the presentations, the electronic votes will be tallied and the Audience Choice Award will be handed out to the winner. The evening will conclude with a cocktail reception.
|2:00 PM - 3:00 PM||Registration|
|3:00 PM - 3:10 PM||Welcome Remarks by Lisa Vioni of Hedge Connection|
|3:10 PM - 3:30 PM||Welcome Remarks by Baker Tilly|
|3:30 PM - 3:45 PM||Introduction of Ringmasters - Jim Rosebush|
|3:45 PM - 4:15 PM||Investor Panel|
|4:15 PM - 5:30 PM||Manager Presentations|
|5:30 PM - 5:45 PM||Audience Choice Award|
|5:45 PM - 7:30 PM||Reception|
Deal Ring is produced by Hedge Connection and was inspired by the television shows Shark Tank and Dragon's Den. With thousands of new financial products launched each year, we wanted to create the experience for the financial community. Fund managers and financial entrepreneurs would be our presenters, while professional investors and capital providers would sit on a panel and serve as our Ringmasters. After hearing the presentations, the Ringmasters would ask questions of the presenters and decide whether or not to pursue a follow up meeting.
To make the event work in a live setting, it would be important to have audience engagement and polished presentations. We brought onboard James Rosebush, Former Deputy Assistant to Ronald Reagan and Chief of Staff to the First Lady, to coach and prepare the presenters. While watching the event, the audience uses our custom built mobile app to vote for their favorite presenter. The winner takes home the Audience Choice Award.
The inaugural Deal Ring was held in Chicago on March 16, 2016. In addition to hosting Deal Ring as its own standalone event, we have also incorporated it into our annual Global Fund Forum.