Deal Ring

Managers Pitching Their Fund
To A Panel Of Allocators

Deal Ring is our Shark Tank style event where fund managers pitch to a panel of allocators that we call Ringmasters. The managers hope to land a meeting with a Ringmaster to discuss their fund for a potential allocation. The managers will be coached by Jim Rosebush prior to making their pitch. The audience will vote for their favorite manager using our mobile application with the Audience Choice Award going to the winner.

Prepare

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.

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.

Perform

We are excited to bring audience participation into the presentations. Using the Global Fund Forum 2017 mobile app, members of the audience can 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.

Manager Participation

Deal Ring at GFF 2017 will be limited to 5 managers. Participating managers receive a coaching session from James Rosebush, presentation slot in front of our panel of allocators (Ringmasters), and a video of their presentation. That cost for one of the 5 manager presentation slots is $3,500.

 

Irwin Latner

"We had a great experience at the Global Fund Forum. The one-on-ones were very productive and we built fruitful and lasting relationships. Most surprising, however, was the impact of our participation in the Deal Ring. I participated because I loved the idea of the conference supporting local charities, but the benefits from both the opportunity to hone my 5-minute pitch as well as the visibility the event provided continue to be realized. I had three people request meetings or calls following the competition and I am approached at every conference by someone that saw my pitch - it was an unparalleled way to build and strengthen connections"

-Danielle Lawson

Product Strategist, Alambic Investment Management, LP